J.P. Morgan Exchange-Traded Fund Trust - JSCP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 2,659,489 | 125,474 | 0.01% | 0.01% | 1 | +86,900 | 3.38% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,173,607 | 102,474 | 0.39% | 0.52% | 2 | -45,794 | -2.06% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 927,435 | 43,867 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 666,586 | 31,426 | 0.18% | 0.23% | 4 | -85,500 | -11.37% | Q2 2026 | Jul 29, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 626,222 | 29,523 | 6.71% | 7.05% | 5 | +38,849 | 6.61% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | Added to | 514,151 | 24,239 | 0.87% | 1.06% | 6 | +5,137 | 1.01% | Q2 2026 | Aug 12, 2026 |
| CGN Advisors LLC | History | Added to | 445,972 | 21,025 | 1.53% | 1.44% | 7 | +59,233 | 15.32% | Q2 2026 | Jul 06, 2026 |
| Apella Capital, LLC | History | Reduced | 414,958 | 19,473 | 0.28% | 0.3% | 8 | -15,698 | -3.65% | Q2 2026 | Jul 08, 2026 |
| 5th Street Advisors, LLC | History | Added to | 396,649 | 18,700 | 7.11% | 7.86% | 9 | +11,036 | 2.86% | Q2 2026 | Aug 05, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 387,797 | 18,282 | 3.45% | 3.65% | 10 | +15,308 | 4.11% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 373,551 | 17,611 | 0.02% | 0.02% | 11 | -13,638 | -3.52% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | Added to | 372,471 | 17,560 | 1.44% | 1.37% | 12 | +50,529 | 15.7% | Q2 2026 | Aug 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 347,102 | 16,364 | 3.22% | 3.77% | 13 | -709 | -0.2% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 343,466 | 16,192 | 0.11% | 0.12% | 14 | +12,847 | 3.89% | Q2 2026 | Sep 08, 2026 |
| SkyOak Wealth, LLC | History | Added to | 313,090 | 14,760 | 2.41% | 2.52% | 15 | +21,644 | 7.43% | Q2 2026 | Jul 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 312,314 | 14,724 | 0.42% | 0.45% | 16 | +32,417 | 11.58% | Q2 2026 | Jul 08, 2026 |
| Summit Financial, LLC | History | Added to | 294,935 | 13,904 | 0.15% | 0.17% | 17 | +15,777 | 5.65% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 278,885 | 13,148 | 0.0% | 0.0% | 18 | -19,312 | -6.48% | Q2 2026 | Aug 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 277,982 | 13,148 | 1.47% | 1.47% | 19 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 256,767 | 12,105 | 0.01% | 0.01% | 20 | +1,350 | 0.53% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 209,110 | 9,858 | 0.15% | — | 21 | +209,110 | New | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 189,754 | 8,945 | 0.57% | 0.64% | 22 | +4,287 | 2.31% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 186,871 | 8,810 | 0.0% | 0.0% | 23 | +3,304 | 1.8% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 173,527 | 8,182 | 0.01% | 0.02% | 24 | -162,717 | -48.39% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 145,674 | 6,832 | 0.01% | 0.01% | 25 | +17,950 | 14.05% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 138,292 | 6,519 | 0.1% | 0.11% | 26 | +13,846 | 11.13% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 133,923 | 6,313 | 0.04% | 0.05% | 27 | -6,227 | -4.44% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 133,167 | 6,278 | 0.02% | 0.03% | 28 | +17,172 | 14.8% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 127,950 | 6,032 | 0.01% | 0.01% | 29 | +15,515 | 13.8% | Q2 2026 | Jul 29, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 122,458 | 5,773 | 4.0% | 4.28% | 30 | +3,097 | 2.59% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 120,108 | 5,664 | 0.0% | 0.0% | 31 | +11,837 | 10.93% | Q2 2026 | Aug 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 119,228 | 5,621 | 0.52% | 0.51% | 32 | +17,160 | 16.81% | Q2 2026 | Aug 11, 2026 |
| New Insight Wealth Advisors | History | Added to | 103,714 | 4,889 | 1.44% | 1.27% | 33 | +29,068 | 38.94% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 102,898 | 4,851 | 0.11% | 0.13% | 34 | -6,782 | -6.18% | Q2 2026 | Jul 17, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 102,715 | 4,842 | 0.58% | 0.69% | 35 | +4,363 | 4.44% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 97,376 | 4,590 | 0.0% | 0.0% | 36 | +67,753 | 228.72% | Q2 2026 | Aug 07, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 92,768 | 4,373 | 0.95% | 1.03% | 37 | +2,325 | 2.57% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 83,297 | 3,927 | 1.81% | 2.23% | 38 | -11,099 | -11.76% | Q2 2026 | Aug 04, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 76,794 | 3,620 | 3.09% | 3.74% | 39 | -8,352 | -9.81% | Q2 2026 | Jul 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 74,686 | 3,521 | 0.01% | 0.01% | 40 | -69 | -0.09% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 71,860 | 3,387 | 1.75% | 1.82% | 41 | +1,010 | 1.43% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 66,366 | 3,128 | 0.02% | 0.02% | 42 | +14,576 | 28.14% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,624 | 3,093 | 0.0% | 0.0% | 43 | +39,804 | 154.16% | Q2 2026 | Aug 12, 2026 |
| Curry Webb Wealth Management LLC | History | Reduced | 59,320 | 2,796 | 1.16% | 1.37% | 44 | -2,157 | -3.51% | Q2 2026 | Aug 13, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 57,265 | 2,699 | 1.3% | 1.3% | 45 | +4,200 | 7.91% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 54,636 | 2,575 | 0.16% | 0.19% | 46 | -1,621 | -2.88% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 52,686 | 2,483 | 0.62% | 1.19% | 47 | +1,771 | 3.48% | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 50,862 | 2,397 | 0.15% | 0.16% | 48 | +5,678 | 12.57% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,549 | 1,911 | 0.01% | 0.02% | 49 | +4,700 | 13.11% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 39,515 | 1,862 | 0.04% | 0.04% | 50 | +18,590 | 88.84% | Q2 2026 | Aug 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 38,750 | 1,826 | 0.22% | 0.23% | 51 | +3,550 | 10.09% | Q2 2026 | Aug 04, 2026 |
| LexAurum Advisors, LLC | History | Added to | 37,824 | 1,783 | 0.21% | 0.11% | 52 | +20,092 | 113.31% | Q2 2026 | Jul 15, 2026 |
| Clear Point Advisors Inc. | History | New | 37,040 | 1,746 | 1.55% | — | 53 | +37,040 | New | Q2 2026 | Jul 28, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 35,391 | 1,668 | 0.52% | 0.43% | 54 | +14,298 | 67.79% | Q2 2026 | Jul 28, 2026 |
| BBR PARTNERS, LLC | History | No change | 32,962 | 1,553 | 0.07% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 31,817 | 1,500 | 0.13% | 0.15% | 56 | +15 | 0.05% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 31,817 | 1,500 | 0.17% | 0.22% | 57 | +15 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 31,248 | 1,473 | 0.11% | 0.09% | 58 | +7,406 | 31.06% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,176 | 1,469 | 0.02% | 0.02% | 59 | -4,598 | -12.85% | Q2 2026 | Aug 18, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 30,015 | 1,415 | 0.01% | 0.01% | 60 | -85 | -0.28% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 29,957 | 1,412 | 0.01% | 0.01% | 61 | -397 | -1.31% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 29,401 | 1,386 | 0.0% | 0.0% | 62 | +11,592 | 65.09% | Q2 2026 | Aug 12, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 28,695 | 1,352 | 0.47% | — | 63 | +28,695 | New | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,258 | 1,332 | 0.0% | 0.0% | 64 | +5,453 | 23.91% | Q2 2026 | Aug 07, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 27,027 | 1,274 | 0.28% | 0.34% | 65 | -2,248 | -7.68% | Q2 2026 | Jul 29, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 23,452 | 1,105 | 0.11% | 0.12% | 66 | +190 | 0.82% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,266 | 1,096 | 0.0% | 0.0% | 67 | -5,586 | -19.36% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 23,140 | 1,090 | 0.45% | 0.32% | 68 | +9,544 | 70.2% | Q2 2026 | Aug 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 22,674 | 1,068 | 0.31% | 0.36% | 69 | -488 | -2.11% | Q2 2026 | Jul 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 22,362 | 1,054 | 0.09% | 0.1% | 70 | -127 | -0.56% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 21,399 | 1,008 | 0.03% | 0.01% | 71 | +12,426 | 138.48% | Q2 2026 | Jul 24, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 21,431 | 1,006 | 0.76% | 0.85% | 72 | +236 | 1.11% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,629 | 972 | 0.0% | 0.0% | 73 | +2,459 | 13.53% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,826 | 840 | 0.0% | 0.0% | 74 | +1,427 | 8.7% | Q2 2026 | Sep 23, 2026 |
| CRA Financial Services, LLC | History | Added to | 17,631 | 831 | 0.1% | 0.08% | 75 | +4,222 | 31.49% | Q2 2026 | Jul 24, 2026 |
| Peck Wealth Management, LLC | History | Added to | 16,362 | 771 | 0.65% | 0.44% | 76 | +7,145 | 77.52% | Q2 2026 | Jul 31, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 16,091 | 758 | 0.14% | 0.2% | 77 | +2,491 | 18.32% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,821 | 745 | 0.0% | 0.0% | 78 | +2,000 | 14.47% | Q2 2026 | Aug 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 14,657 | 691 | 0.43% | 0.56% | 79 | -2,409 | -14.12% | Q2 2026 | Aug 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 14,159 | 667 | 0.02% | 0.03% | 80 | -975 | -6.44% | Q2 2026 | Jul 30, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 13,977 | 658 | 0.23% | 0.26% | 81 | +139 | 1.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,755 | 648 | 0.0% | 0.0% | 82 | +270 | 2.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,209 | 622 | 0.0% | 0.01% | 83 | -28,559 | -68.38% | Q2 2026 | Jul 20, 2026 |
| Tempus Wealth Planning, LLC | History | New | 13,202 | 622 | 0.12% | — | 84 | +13,202 | New | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,362 | 582 | 0.0% | 0.0% | 85 | +7,188 | 138.93% | Q2 2026 | Sep 02, 2026 |
| Krilogy Financial LLC | History | No change | 11,227 | 529 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 10,694 | 504 | 0.09% | 0.1% | 87 | +103 | 0.97% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,000 | 471 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 9,978 | 470 | 0.17% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 9,364 | 441 | 0.17% | 0.19% | 90 | -66 | -0.7% | Q2 2026 | Jul 24, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 8,990 | 423 | 0.07% | — | 91 | +8,990 | New | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 8,748 | 412 | 0.09% | 0.1% | 92 | +430 | 5.17% | Q2 2026 | Aug 04, 2026 |
| Flagship Capital Management Inc. | History | Added to | 8,620 | 406 | 0.26% | 0.19% | 93 | +3,020 | 53.93% | Q2 2026 | Jul 21, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 8,360 | 394 | 0.17% | 0.23% | 94 | -2,164 | -20.56% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | Added to | 8,236 | 388 | 0.0% | 0.0% | 95 | +473 | 6.09% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | No change | 7,551 | 357 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 7,540 | 355 | 0.05% | 0.06% | 97 | +129 | 1.74% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,694 | 315 | 0.0% | 0.0% | 98 | -2,209 | -24.81% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | New | 6,237 | 294 | 0.0% | — | 99 | +6,237 | New | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,953 | 280 | 0.0% | 0.0% | 101 | +1,666 | 38.86% | Q2 2026 | Jul 27, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 5,947 | 280 | 0.05% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,484 | 258 | 0.01% | 0.07% | 103 | -28,484 | -83.86% | Q2 2026 | Aug 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 5,484 | 258 | 0.07% | 0.1% | 102 | -1,224 | -18.25% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 5,370 | 253 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 5,313 | 250 | 0.16% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 5,007 | 236 | 0.02% | 0.02% | 106 | -134 | -2.61% | Q2 2026 | Aug 04, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 4,626 | 218 | 0.1% | — | 107 | +4,626 | New | Q2 2026 | Jul 24, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 4,478 | 211 | 0.05% | 0.05% | 108 | +183 | 4.26% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,465 | 210 | 0.0% | 0.0% | 109 | +186 | 4.35% | Q2 2026 | Aug 19, 2026 |
| IMA Advisory Services, Inc. | History | New | 4,290 | 202 | 0.01% | — | 110 | +4,290 | New | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,655 | 171 | 0.01% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,400 | 160 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New Hampshire | History | Added to | 3,075 | 144 | 0.03% | 0.01% | 113 | +2,575 | 515.0% | Q2 2026 | Jul 14, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 2,939 | 138 | 0.02% | — | 114 | +2,939 | New | Q2 2026 | Jul 02, 2026 |
| MORGAN STANLEY | History | No change | 2,901 | 136 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2,381 | 112 | 0.04% | 0.05% | 116 | -438 | -15.54% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,270 | 107 | 0.0% | 0.0% | 117 | +1,665 | 275.21% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | Added to | 2,151 | 101 | 0.01% | 0.01% | 118 | +994 | 85.91% | Q2 2026 | Jul 10, 2026 |
| IFG Advisory, LLC | History | New | 2,130 | 100 | 0.0% | — | 119 | +2,130 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,250 | 59 | 0.0% | 0.0% | 120 | +750 | 150.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | Reduced | 701 | 33 | 0.0% | 0.0% | 121 | -7 | -0.99% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 437 | 20 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | New | 215 | 10 | 0.0% | — | 123 | +215 | New | Q2 2026 | Aug 12, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 202 | 9 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 84 | 3 | 0.0% | 0.0% | 125 | +1 | 1.2% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.05% | — | -248,537 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,579 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,246 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,170 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,216 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,000 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,911 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,695 | -100.0% | Q2 2026 | Aug 07, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,575 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 12, 2026 |