J.P. Morgan Exchange-Traded Fund Trust - JTEK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,597,385 | 414,099 | 0.03% | 0.02% | 1 | +672,534 | 17.14% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 775,708 | 69,870 | 0.01% | 0.01% | 2 | +73,315 | 10.44% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 538,269 | 48,483 | 0.01% | 0.01% | 3 | +170,110 | 46.21% | Q4 2025 | Feb 11, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 6,788 | 46,794 | 3.23% | 2.92% | 4 | -488,967 | -98.63% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 439,134 | 39,554 | 0.01% | 0.01% | 5 | -12,315 | -2.73% | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 366,230 | 32,987 | 5.18% | 8.15% | 6 | -176,432 | -32.51% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Added to | 361,341 | 32,546 | 0.47% | 0.48% | 7 | +9,764 | 2.78% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 332,503 | 29,949 | 0.0% | — | 8 | +332,503 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 230,683 | 20,778 | 0.01% | 0.01% | 9 | +36,365 | 18.71% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 198,964 | 17,921 | 0.07% | 0.08% | 10 | +10,551 | 5.6% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 176,768 | 15,922 | 0.0% | 0.0% | 11 | +79,059 | 80.91% | Q4 2025 | Feb 13, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 151,118 | 13,611 | 3.16% | 2.62% | 12 | +2,541 | 1.71% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 141,304 | 12,727 | 0.0% | 0.0% | 13 | +20,300 | 16.78% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 139,971 | 12,607 | 0.9% | 0.9% | 14 | +7,920 | 6.0% | Q4 2025 | Feb 11, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 128,041 | 11,532 | 1.81% | 1.94% | 15 | +3,326 | 2.67% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 126,034 | 11,352 | 0.03% | 0.01% | 16 | +65,914 | 109.64% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 125,187 | 11,275 | 0.01% | 0.01% | 17 | +27,918 | 28.7% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 120,769 | 10,878 | 0.01% | 0.01% | 18 | +11,127 | 10.15% | Q4 2025 | Feb 12, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 96,709 | 8,710 | 4.36% | 4.56% | 19 | +2,237 | 2.37% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | New | 96,241 | 8,668 | 0.02% | — | 20 | +96,241 | New | Q4 2025 | Jan 23, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 93,075 | 8,390 | 0.96% | 0.89% | 21 | +10,876 | 13.23% | Q4 2025 | Jan 29, 2026 |
| Freedom Financial Partners LLC | History | Added to | 92,784 | 8,357 | 3.04% | 2.68% | 22 | +16,200 | 21.15% | Q4 2025 | Jan 06, 2026 |
| Welch Financial Planning, LLC | History | New | 85,334 | 7,686 | 5.6% | — | 23 | +85,334 | New | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 85,030 | 7,658 | 0.09% | 0.12% | 24 | -3,757 | -4.23% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 82,885 | 7,465 | 0.04% | 0.0% | 25 | +71,639 | 637.02% | Q4 2025 | Jan 29, 2026 |
| ERn Financial, LLC | History | New | 73,977 | 6,663 | 1.25% | — | 26 | +73,977 | New | Q4 2025 | Jan 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 73,495 | 6,619 | 2.84% | 2.92% | 27 | +4,288 | 6.2% | Q4 2025 | Jan 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 68,823 | 6,199 | 0.0% | 0.0% | 28 | +39,352 | 133.53% | Q4 2025 | Feb 17, 2026 |
| Hartford Financial Management Inc. | History | Added to | 68,704 | 6,188 | 1.61% | 1.63% | 29 | +1,803 | 2.7% | Q4 2025 | Jan 21, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 67,938 | 6,119 | 0.82% | 0.88% | 30 | -1,203 | -1.74% | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | Added to | 66,286 | 5,970 | 0.69% | 0.32% | 31 | +39,370 | 146.27% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 51,522 | 4,640 | 0.01% | 0.01% | 32 | +779 | 1.54% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Reduced | 46,875 | 4,222 | 0.05% | 0.06% | 33 | -1,248 | -2.59% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 46,833 | 4,218 | 0.25% | 0.3% | 34 | -1,420 | -2.94% | Q4 2025 | Feb 10, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 46,335 | 4,173 | 2.92% | 3.59% | 35 | +795 | 1.75% | Q4 2025 | Jan 15, 2026 |
| POTENTIA WEALTH | History | Reduced | 45,319 | 4,082 | 1.5% | 1.63% | 36 | -1,085 | -2.34% | Q4 2025 | Feb 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 45,129 | 4,064 | 0.26% | 0.27% | 37 | -47 | -0.1% | Q4 2025 | Feb 04, 2026 |
| Integras Partners LLC | History | Reduced | 44,449 | 4,003 | 3.23% | 3.34% | 38 | -462 | -1.03% | Q4 2025 | Jan 29, 2026 |
| Vienna Asset Management LLC | History | Added to | 34,478 | 3,105 | 1.76% | 0.5% | 39 | +25,389 | 279.34% | Q4 2025 | Feb 13, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 34,133 | 3,074 | 1.35% | 1.38% | 40 | +1,292 | 3.93% | Q4 2025 | Feb 06, 2026 |
| MBL Wealth, LLC | History | Added to | 31,881 | 2,871 | 0.23% | 0.25% | 41 | +521 | 1.66% | Q4 2025 | Jan 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 31,434 | 2,831 | 0.13% | — | 42 | +31,434 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,040 | 2,706 | 0.01% | 0.01% | 43 | +9,384 | 45.43% | Q4 2025 | Feb 05, 2026 |
| Krilogy Financial LLC | History | Added to | 29,118 | 2,634 | 0.09% | 0.09% | 44 | +3,194 | 12.32% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 27,148 | 2,445 | 0.01% | 0.01% | 45 | +5,689 | 26.51% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 27,109 | 2,441 | 0.0% | 0.01% | 46 | -29,664 | -52.25% | Q4 2025 | Feb 17, 2026 |
| Circle Wealth Management, LLC | History | Added to | 25,907 | 2,333 | 0.04% | 0.02% | 47 | +12,571 | 94.26% | Q4 2025 | Feb 13, 2026 |
| TABLEAUX LLC | History | Reduced | 24,150 | 2,250 | 1.59% | 1.49% | 48 | -16,266 | -40.25% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Partners, LLC | History | Added to | 24,445 | 2,201 | 0.16% | 0.12% | 49 | +6,900 | 39.33% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,375 | 2,195 | 0.01% | 0.0% | 50 | +18,303 | 301.43% | Q4 2025 | Feb 18, 2026 |
| Symphony Financial Services, Inc. | History | New | 23,114 | 2,081 | 1.07% | — | 51 | +23,114 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 22,646 | 2,039 | 0.0% | 0.0% | 52 | +1,432 | 6.75% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,648 | 2,039 | 0.0% | 0.0% | 53 | +799 | 3.66% | Q4 2025 | Feb 06, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 22,115 | 1,992 | 1.59% | 1.55% | 54 | -258 | -1.15% | Q4 2025 | Jan 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 22,057 | 1,986 | 0.01% | 0.02% | 55 | -8,853 | -28.64% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 21,436 | 1,930 | 0.01% | — | 56 | +21,436 | New | Q4 2025 | Feb 12, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 19,968 | 1,798 | 1.57% | 1.59% | 57 | -201 | -1.0% | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | Reduced | 19,892 | 1,791 | 0.39% | 0.51% | 58 | -832 | -4.01% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,449 | 1,751 | 0.01% | 0.01% | 59 | +4,404 | 29.27% | Q4 2025 | Feb 17, 2026 |
| Base Wealth Management LLC | History | New | 18,880 | 1,700 | 0.92% | — | 60 | +18,880 | New | Q4 2025 | Jan 21, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 18,460 | 1,662 | 0.7% | — | 61 | +18,460 | New | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Added to | 17,450 | 1,586 | 0.02% | 0.0% | 62 | +14,867 | 575.57% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 17,116 | 1,556 | 0.11% | 0.1% | 63 | +3,142 | 22.48% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 17,030 | 1,533 | 0.0% | — | 64 | +17,030 | New | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 16,008 | 1,441 | 0.02% | 0.02% | 65 | -790 | -4.7% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,723 | 1,416 | 0.0% | 0.0% | 66 | +563 | 3.71% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,105 | 1,361 | 0.0% | 0.0% | 67 | +4,981 | 49.2% | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 14,546 | 1,310 | 1.3% | — | 68 | +14,546 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,660 | 1,230 | 0.0% | 0.0% | 69 | +7,261 | 113.47% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,354 | 1,202 | 0.0% | 0.0% | 70 | -3,819 | -22.24% | Q4 2025 | Feb 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | New | 13,312 | 1,199 | 0.05% | — | 71 | +13,312 | New | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 12,900 | 1,161 | 0.0% | 0.0% | 72 | -8,300 | -39.15% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,422 | 1,158 | 0.0% | 0.0% | 73 | -3,573 | -22.34% | Q4 2025 | Jan 08, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 11,394 | 1,026 | 0.12% | 0.12% | 74 | +264 | 2.37% | Q4 2025 | Jan 15, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 11,290 | 1,016 | 0.22% | 0.25% | 75 | -398 | -3.41% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,103 | 910 | 0.0% | 0.0% | 76 | +344 | 3.52% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,804 | 883 | 0.0% | 0.0% | 77 | +5,230 | 114.34% | Q4 2025 | Feb 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 9,664 | 870 | 0.27% | — | 78 | +9,664 | New | Q4 2025 | Jan 08, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 9,083 | 818 | 0.2% | 0.17% | 79 | +1,583 | 21.11% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,750 | 745 | 0.02% | 0.04% | 80 | -8,138 | -48.19% | Q4 2025 | Feb 17, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 8,275 | 745 | 0.75% | 0.75% | 81 | -19 | -0.23% | Q4 2025 | Jan 26, 2026 |
| Stelac Advisory Services LLC | History | New | 7,990 | 719 | 0.25% | — | 82 | +7,990 | New | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 7,845 | 706 | 0.01% | 0.01% | 83 | +325 | 4.32% | Q4 2025 | Mar 12, 2026 |
| CWM, LLC | History | Added to | 7,701 | 694 | 0.0% | 0.0% | 84 | +5,103 | 196.42% | Q4 2025 | Jan 26, 2026 |
| Cooper Financial Group | History | Added to | 7,376 | 664 | 0.07% | 0.07% | 85 | +526 | 7.68% | Q4 2025 | Jan 08, 2026 |
| Ignite Planners, LLC | History | Added to | 7,425 | 653 | 0.1% | 0.05% | 86 | +4,276 | 135.79% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | New | 7,075 | 637 | 0.0% | — | 87 | +7,075 | New | Q4 2025 | Feb 17, 2026 |
| 55 North Private Wealth, LLC | History | New | 6,685 | 602 | 0.16% | — | 88 | +6,685 | New | Q4 2025 | Jan 27, 2026 |
| Family Manage LLC | History | No change | 6,480 | 583 | 0.07% | 0.08% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,819 | 524 | 0.0% | 0.0% | 90 | +1,309 | 29.02% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,335 | 480 | 0.01% | 0.01% | 91 | +1,185 | 28.55% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 5,307 | 478 | 0.01% | 0.01% | 92 | +110 | 2.12% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,989 | 449 | 0.02% | 0.02% | 93 | -207 | -3.98% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 4,954 | 446 | 0.0% | — | 94 | +4,954 | New | Q4 2025 | Feb 02, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 4,945 | 445 | 0.1% | 0.1% | 95 | -78 | -1.55% | Q4 2025 | Feb 11, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 4,743 | 429 | 0.07% | 0.06% | 96 | +866 | 22.34% | Q4 2025 | Jan 28, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 4,730 | 426 | 0.05% | 0.05% | 97 | +255 | 5.7% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,649 | 418 | 0.0% | 0.01% | 98 | +11 | 0.24% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,604 | 414 | 0.01% | 0.01% | 99 | +360 | 8.48% | Q4 2025 | Feb 02, 2026 |
| SFG Wealth Management, LLC. | History | No change | 4,165 | 375 | 0.15% | 0.17% | 100 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Reduced | 4,017 | 361 | 0.0% | 0.0% | 101 | -178 | -4.24% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,973 | 357 | 0.02% | — | 102 | +3,973 | New | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,260 | 293 | 0.0% | 0.0% | 103 | -61 | -1.84% | Q4 2025 | Jan 26, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 3,228 | 290 | 0.02% | 0.02% | 104 | +104 | 3.33% | Q4 2025 | Jan 16, 2026 |
| Cambridge Advisors Inc. | History | New | 3,190 | 287 | 0.05% | — | 105 | +3,190 | New | Q4 2025 | Jan 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,280 | 279 | 0.08% | — | 106 | +3,280 | New | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | No change | 2,982 | 268 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,836 | 255 | 0.0% | — | 108 | +2,836 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 2,765 | 249 | 0.01% | — | 109 | +2,765 | New | Q4 2025 | Feb 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 2,577 | 232 | 0.01% | — | 110 | +2,577 | New | Q4 2025 | Feb 03, 2026 |
| Red Mountain Financial, LLC | History | New | 2,564 | 230 | 0.23% | — | 111 | +2,564 | New | Q4 2025 | Jan 26, 2026 |
| Cordoba Advisory Partners LLC | History | New | 2,507 | 225 | 0.06% | — | 113 | +2,507 | New | Q4 2025 | Feb 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 2,509 | 225 | 0.12% | 0.13% | 112 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 2,433 | 219 | 0.16% | 0.22% | 114 | -625 | -20.44% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | New | 2,386 | 214 | 0.01% | — | 115 | +2,386 | New | Q4 2025 | Jan 20, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,726 | 155 | 0.06% | 0.07% | 116 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | New | 1,633 | 147 | 0.0% | — | 117 | +1,633 | New | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,600 | 144 | 0.01% | 0.02% | 118 | -22 | -1.36% | Q4 2025 | Jan 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 1,385 | 124 | 0.04% | — | 119 | +1,385 | New | Q4 2025 | Jan 22, 2026 |
| STEPH & CO | History | No change | 1,300 | 117 | 0.03% | 0.04% | 120 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financially Speaking Inc | History | Reduced | 980 | 88 | 0.06% | 10.29% | 121 | -169,353 | -99.42% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 900 | 81 | 0.0% | 0.0% | 122 | +400 | 80.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 713 | 64 | 0.0% | — | 123 | +713 | New | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | New | 622 | 56 | 0.0% | — | 124 | +622 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 553 | 49 | 0.0% | — | 125 | +553 | New | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 481 | 43 | 0.03% | 0.03% | 126 | +5 | 1.05% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 475 | 42 | 0.0% | — | 127 | +475 | New | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | New | 285 | 25 | 0.0% | — | 128 | +285 | New | Q4 2025 | Jan 23, 2026 |
| BankPlus Trust Department | History | New | 263 | 23 | 0.01% | — | 129 | +263 | New | Q4 2025 | Jan 27, 2026 |
| Harbor Asset Planning, Inc. | History | New | 214 | 19 | 0.02% | — | 132 | +214 | New | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 219 | 19 | 0.0% | 0.0% | 131 | +95 | 76.61% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | No change | 220 | 19 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GODSEY & GIBB, INC | History | New | 197 | 17 | 0.0% | — | 133 | +197 | New | Q4 2025 | Jan 27, 2026 |
| NCP Inc. | History | New | 190 | 17 | 0.01% | — | 134 | +190 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 180 | 16 | 0.0% | — | 135 | +180 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 170 | 15 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | New | 161 | 14 | 0.0% | — | 137 | +161 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 145 | 13 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 137 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 125 | 11 | 0.0% | — | 140 | +125 | New | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | New | 113 | 10 | 0.01% | — | 142 | +113 | New | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 122 | 10 | 0.0% | 0.0% | 141 | -30 | -19.74% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | New | 111 | 9 | 0.0% | — | 143 | +111 | New | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 110 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Operose Advisors LLC | History | No change | 95 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 84 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | New | 73 | 6 | 0.0% | — | 149 | +73 | New | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | New | 57 | 5 | 0.0% | — | 150 | +57 | New | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 54 | 4 | 0.0% | 0.0% | 151 | +18 | 50.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 19 | 1 | 0.0% | — | 154 | +19 | New | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 12 | 1 | 0.0% | — | 153 | +12 | New | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 12 | 1 | 0.0% | — | 157 | +12 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,554 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,250 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,182 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cherry Tree Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |