J.P. Morgan Exchange-Traded Fund Trust - JTEK
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 | No change | 3,795,908 | 410,261 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 937,516 | 104,581 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 533,847 | 59,552 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 525,975 | 58,673 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 413,281 | 46,102 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 397,707 | 44,364 | 0.52% | 0.52% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 381,610 | 42,569 | 5.64% | 5.64% | 7 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 332,367 | 37,076 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 230,826 | 25,749 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 223,976 | 24,984 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 221,237 | 24,679 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vertex Planning Partners, LLC | History | No change | 182,483 | 20,356 | 3.02% | 3.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 159,888 | 17,835 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 150,776 | 16,819 | 0.66% | 0.66% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | No change | 149,519 | 16,679 | 1.02% | 1.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SilverOak Wealth Management LLC | History | No change | 130,813 | 14,592 | 1.88% | 1.88% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 128,966 | 14,386 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 135,700 | 14,151 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 120,621 | 13,455 | 5.94% | 5.94% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ERn Financial, LLC | History | No change | 120,322 | 13,422 | 2.22% | 2.22% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Freedom Financial Partners LLC | History | No change | 113,072 | 12,613 | 4.11% | 4.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 107,256 | 11,964 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 106,688 | 11,901 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 99,779 | 11,130 | 1.02% | 1.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 95,047 | 10,602 | 1.03% | 1.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 89,432 | 9,976 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foundry Financial Group, Inc. | History | No change | 85,879 | 9,579 | 4.14% | 4.14% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 83,247 | 9,286 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 82,962 | 9,254 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Welch Financial Planning, LLC | History | No change | 78,989 | 8,811 | 5.13% | 5.13% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 69,188 | 7,718 | 1.72% | 1.72% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 73,375 | 7,673 | 2.76% | 2.76% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 67,866 | 7,570 | 0.93% | 0.93% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CVA Family Office, LLC | History | No change | 64,115 | 7,152 | 0.65% | 0.65% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Partners, LLC | History | No change | 59,745 | 6,664 | 0.47% | 0.47% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 51,946 | 5,794 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 51,446 | 5,738 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 45,554 | 5,081 | 2.97% | 2.97% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| National Philanthropic Trust | History | No change | 44,387 | 4,951 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Circle Wealth Management, LLC | History | No change | 44,109 | 4,920 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integras Partners LLC | History | No change | 43,437 | 4,845 | 2.67% | 2.67% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 40,105 | 4,473 | 1.26% | 1.26% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| POTENTIA WEALTH | History | No change | 39,266 | 4,380 | 1.79% | 1.79% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 36,422 | 4,063 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 35,260 | 3,933 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TABLEAUX LLC | History | No change | 35,169 | 3,923 | 1.65% | 1.65% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 34,501 | 3,848 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Symphony Financial Services, Inc. | History | No change | 33,892 | 3,780 | 1.7% | 1.7% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 33,326 | 3,718 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 31,849 | 3,552 | 0.24% | 0.24% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 31,409 | 3,503 | 0.2% | 0.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 30,524 | 3,405 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 30,369 | 3,387 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 29,666 | 3,290 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 29,376 | 3,276 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | No change | 27,742 | 3,094 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 26,709 | 2,979 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 23,662 | 2,639 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 23,649 | 2,638 | 0.14% | 0.14% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 23,435 | 2,614 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 22,826 | 2,546 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,495 | 2,397 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BLVD Private Wealth, LLC | History | No change | 21,396 | 2,386 | 1.77% | 1.77% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 20,494 | 2,286 | 1.69% | 1.69% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Base Wealth Management LLC | History | No change | 20,016 | 2,232 | 1.04% | 1.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 19,733 | 2,201 | 0.52% | 0.52% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | No change | 18,028 | 2,011 | 0.36% | 0.36% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 17,242 | 1,923 | 0.47% | 0.47% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quadrature Capital Ltd | History | No change | 16,509 | 1,841 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MBL Wealth, LLC | History | No change | 16,254 | 1,813 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 16,067 | 1,792 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Peck Wealth Management, LLC | History | No change | 15,745 | 1,756 | 1.48% | 1.48% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 15,452 | 1,723 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 14,641 | 1,633 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Macro Advisors, Inc. | History | No change | 14,367 | 1,602 | 0.51% | 0.51% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, LLC | History | No change | 13,247 | 1,477 | 0.27% | 0.27% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 12,297 | 1,371 | 0.84% | 0.84% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,231 | 1,364 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ankerstar Wealth, LLC | History | No change | 12,038 | 1,342 | 1.13% | 1.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archford Capital Strategies, LLC | History | No change | 11,991 | 1,337 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FULTON BANK, N.A. | History | No change | 11,795 | 1,315 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,386 | 1,270 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,902 | 1,216 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 10,242 | 1,142 | 0.13% | 0.13% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 10,100 | 1,126 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,054 | 1,121 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 8,825 | 984 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 9,041 | 945 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,398 | 936 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ignite Planners, LLC | History | No change | 8,094 | 905 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 8,019 | 894 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,990 | 891 | 0.17% | 0.17% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 7,689 | 857 | 0.33% | 0.33% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 7,409 | 826 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cooper Financial Group | History | No change | 7,104 | 792 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| 55 North Private Wealth, LLC | History | No change | 6,685 | 745 | 0.15% | 0.15% | 96 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mariner, LLC | History | No change | 6,549 | 730 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Manage LLC | History | No change | 6,480 | 722 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EnRich Financial Partners LLC | History | No change | 6,121 | 682 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 6,011 | 670 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 5,085 | 567 | 0.19% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,989 | 556 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,727 | 527 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 4,488 | 500 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mutual Advisors, LLC | History | No change | 4,429 | 494 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 4,404 | 491 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,327 | 482 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 4,043 | 451 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,963 | 442 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 3,880 | 432 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,850 | 429 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fermata Advisors, LLC | History | No change | 3,831 | 427 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 3,704 | 413 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SFG Wealth Management, LLC. | History | No change | 3,680 | 410 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Capital Management LLC | History | No change | 3,639 | 405 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,417 | 381 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 3,417 | 381 | 0.15% | 0.15% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,232 | 360 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 3,232 | 360 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,073 | 342 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,029 | 337 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Mountain Financial, LLC | History | No change | 2,782 | 310 | 0.26% | 0.26% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PATRON PARTNERS, LLC | History | No change | 2,675 | 298 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 3,725 | 296 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 2,503 | 279 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 2,509 | 279 | 0.14% | 0.14% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 2,490 | 277 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Water Asset Management | History | No change | 2,473 | 275 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,380 | 265 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 2,496 | 262 | 0.2% | 0.21% | 130 | +204 | 8.9% | Q3 2026 | Oct 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,286 | 255 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 2,114 | 235 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 2,085 | 232 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 4,646 | 232 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 2,062 | 230 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 2,053 | 229 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 1,936 | 215 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,930 | 215 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,831 | 204 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Security National Bank | History | No change | 1,468 | 163 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEPH & CO | History | No change | 1,300 | 145 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,285 | 143 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 1,054 | 117 | 0.84% | 0.84% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 925 | 103 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 902 | 100 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financially Speaking Inc | History | No change | 920 | 73 | 0.35% | 0.35% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 623 | 69 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 520 | 58 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 475 | 51 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 408 | 45 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 400 | 44 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 403 | 44 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 399 | 44 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 304 | 33 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 285 | 31 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BankPlus Trust Department | History | No change | 263 | 29 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bangor Savings Bank | History | No change | 261 | 27 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Regatta Research & Money Management | History | No change | 210 | 23 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 197 | 21 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 159 | 17 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 137 | 15 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 111 | 12 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 113 | 12 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spire Wealth Management | History | No change | 110 | 12 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Copia Wealth Management | History | No change | 113 | 12 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Operose Advisors LLC | History | No change | 95 | 10 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 92 | 10 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 84 | 9 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 72 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 79 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 42 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 32 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Armor Investment Advisors, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 12 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |