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 | Added to | 4,707,414 | 356,901 | 0.02% | 0.03% | 1 | +110,029 | 2.39% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 814,902 | 64,817 | 0.01% | 0.01% | 2 | +39,194 | 5.05% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 538,589 | 42,839 | 0.01% | 0.01% | 3 | +320 | 0.06% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 434,030 | 34,524 | 0.01% | 0.0% | 4 | +101,527 | 30.53% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 430,289 | 34,225 | 0.37% | — | 5 | +430,289 | New | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 379,941 | 30,220 | 4.64% | 5.18% | 6 | +13,711 | 3.74% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Added to | 366,799 | 29,175 | 0.4% | 0.47% | 7 | +5,458 | 1.51% | Q1 2026 | Apr 08, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 361,189 | 28,729 | 2.08% | 3.23% | 8 | +354,401 | 5220.99% | Q1 2026 | May 21, 2026 |
| UBS Group AG | History | Reduced | 357,701 | 28,451 | 0.0% | 0.01% | 9 | -81,433 | -18.54% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 219,351 | 17,447 | 0.01% | 0.01% | 10 | -11,332 | -4.91% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 215,392 | 17,132 | 0.06% | 0.07% | 11 | +16,428 | 8.26% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 166,126 | 13,213 | 0.0% | 0.0% | 12 | +24,822 | 17.57% | Q1 2026 | May 04, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 157,205 | 12,504 | 2.43% | 3.16% | 13 | +6,087 | 4.03% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 146,533 | 11,655 | 0.83% | 0.9% | 14 | +6,562 | 4.69% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 131,306 | 10,444 | 1.65% | 1.81% | 15 | +3,265 | 2.55% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 131,039 | 10,422 | 0.03% | 0.03% | 16 | +5,005 | 3.97% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 126,271 | 10,043 | 0.01% | 0.01% | 17 | +5,502 | 4.56% | Q1 2026 | Apr 27, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 107,852 | 9,714 | 5.81% | 5.81% | 18 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| ERn Financial, LLC | History | Added to | 118,987 | 9,464 | 1.78% | 1.25% | 19 | +45,010 | 60.84% | Q1 2026 | Apr 24, 2026 |
| GFS Advisors, LLC | History | New | 32,775 | 9,412 | 1.2% | — | 20 | +32,775 | New | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 111,154 | 8,841 | 0.11% | 0.09% | 21 | +26,124 | 30.72% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 108,765 | 8,651 | 0.0% | 0.0% | 22 | -68,003 | -38.47% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 107,231 | 8,529 | 3.04% | 3.04% | 23 | +14,447 | 15.57% | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Added to | 104,503 | 8,312 | 0.02% | 0.02% | 24 | +8,262 | 8.58% | Q1 2026 | May 06, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 103,122 | 8,202 | 0.93% | 0.96% | 25 | +10,047 | 10.79% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 96,619 | 7,451 | 0.0% | 0.0% | 26 | +27,796 | 40.39% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 93,224 | 7,415 | 3.68% | 4.36% | 27 | -3,485 | -3.6% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 89,986 | 7,157 | 0.08% | 0.05% | 28 | +43,111 | 91.97% | Q1 2026 | May 14, 2026 |
| Welch Financial Planning, LLC | History | Added to | 88,517 | 7,040 | 5.06% | 5.6% | 29 | +3,183 | 3.73% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 82,293 | 6,545 | 0.04% | 0.04% | 30 | -592 | -0.71% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 76,387 | 6,075 | 0.01% | 0.01% | 31 | -48,800 | -38.98% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 74,484 | 5,924 | 0.62% | — | 32 | +74,484 | New | Q1 2026 | May 11, 2026 |
| Hartford Financial Management Inc. | History | Added to | 72,085 | 5,733 | 1.46% | 1.61% | 33 | +3,381 | 4.92% | Q1 2026 | Apr 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 71,407 | 5,679 | 2.29% | 2.84% | 34 | -2,088 | -2.84% | Q1 2026 | May 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 68,523 | 5,450 | 0.76% | 0.82% | 35 | +585 | 0.86% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | Added to | 66,460 | 5,286 | 0.56% | 0.69% | 36 | +174 | 0.26% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 45,271 | 3,799 | 0.21% | 0.25% | 37 | -1,562 | -3.34% | Q1 2026 | Apr 17, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 45,751 | 3,639 | 2.4% | 2.92% | 38 | -584 | -1.26% | Q1 2026 | Apr 30, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 45,045 | 3,582 | 0.23% | 0.26% | 39 | -84 | -0.19% | Q1 2026 | May 06, 2026 |
| Integras Partners LLC | History | Reduced | 44,356 | 3,528 | 2.32% | 3.23% | 40 | -93 | -0.21% | Q1 2026 | May 12, 2026 |
| POTENTIA WEALTH | History | Reduced | 43,330 | 3,446 | 1.33% | 1.5% | 41 | -1,989 | -4.39% | Q1 2026 | May 11, 2026 |
| National Philanthropic Trust | History | Added to | 42,947 | 3,416 | 0.04% | 0.01% | 42 | +29,024 | 208.46% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 42,371 | 3,370 | 0.05% | 0.04% | 43 | +16,464 | 63.55% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,390 | 3,292 | 0.0% | 0.01% | 44 | -10,132 | -19.67% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 32,991 | 2,983 | 0.1% | 0.09% | 45 | +3,873 | 13.3% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 37,304 | 2,967 | 0.07% | 0.09% | 46 | -7,942 | -17.55% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 36,975 | 2,941 | 1.42% | 1.59% | 47 | +12,825 | 53.11% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 31,434 | 2,831 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,474 | 2,583 | 0.01% | 0.01% | 49 | +2,434 | 8.1% | Q1 2026 | Apr 30, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 31,831 | 2,531 | 1.3% | 1.07% | 50 | +8,717 | 37.71% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | New | 31,281 | 2,488 | 0.19% | — | 51 | +31,281 | New | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,504 | 2,267 | 0.0% | 0.0% | 52 | +22,685 | 389.84% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 28,296 | 2,250 | 0.0% | 0.0% | 53 | +5,650 | 24.95% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 28,281 | 2,249 | 0.01% | 0.01% | 54 | +1,133 | 4.17% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 26,067 | 2,073 | 0.16% | 0.23% | 55 | -5,814 | -18.24% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 25,852 | 2,056 | 0.01% | 0.0% | 56 | +10,747 | 71.15% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 24,742 | 1,967 | 0.02% | 0.02% | 57 | +7,292 | 41.79% | Q1 2026 | May 12, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 23,905 | 1,901 | 0.15% | 0.16% | 58 | -540 | -2.21% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,594 | 1,876 | 0.0% | 0.0% | 59 | +946 | 4.18% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 22,487 | 1,788 | 0.01% | 0.01% | 60 | +430 | 1.95% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 22,428 | 1,783 | 0.13% | 0.11% | 61 | +5,312 | 31.04% | Q1 2026 | Apr 20, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 21,939 | 1,745 | 1.52% | 1.57% | 62 | +1,971 | 9.87% | Q1 2026 | Apr 23, 2026 |
| Base Wealth Management LLC | History | Added to | 21,606 | 1,718 | 0.96% | 0.92% | 63 | +2,726 | 14.44% | Q1 2026 | Apr 29, 2026 |
| Triumph Capital Management | History | Added to | 21,252 | 1,690 | 0.34% | 0.39% | 64 | +1,360 | 6.84% | Q1 2026 | May 13, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 20,849 | 1,658 | 1.42% | 1.59% | 65 | -1,266 | -5.72% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,619 | 1,640 | 0.0% | — | 66 | +20,619 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 19,099 | 1,519 | 0.01% | 0.01% | 67 | -350 | -1.8% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,504 | 1,471 | 0.0% | 0.0% | 68 | +1,474 | 8.66% | Q1 2026 | May 01, 2026 |
| Vienna Asset Management LLC | History | Reduced | 17,845 | 1,419 | 1.1% | 1.76% | 69 | -16,633 | -48.24% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 16,256 | 1,293 | 0.02% | 0.02% | 70 | +248 | 1.55% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 15,288 | 1,216 | 0.0% | 0.0% | 71 | -11,821 | -43.61% | Q1 2026 | May 15, 2026 |
| Macro Advisors, Inc. | History | New | 14,685 | 1,168 | 0.48% | — | 72 | +14,685 | New | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 14,390 | 1,144 | 0.31% | 0.2% | 73 | +5,307 | 58.43% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | New | 13,279 | 1,056 | 0.02% | — | 74 | +13,279 | New | Q1 2026 | May 18, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 13,059 | 1,038 | 0.33% | 0.27% | 75 | +3,395 | 35.13% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,618 | 1,023 | 0.0% | 0.0% | 76 | +196 | 1.58% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 12,741 | 1,013 | 1.07% | 1.3% | 77 | -1,805 | -12.41% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 12,204 | 970 | 0.2% | 0.22% | 78 | +914 | 8.1% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,694 | 930 | 0.0% | — | 79 | +11,694 | New | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 11,511 | 915 | 0.1% | 0.12% | 80 | +117 | 1.03% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,804 | 859 | 0.0% | 0.0% | 81 | +1,000 | 10.2% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,069 | 800 | 0.02% | 0.01% | 82 | +4,734 | 88.73% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 9,225 | 733 | 0.02% | — | 83 | +9,225 | New | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,639 | 687 | 0.02% | 0.02% | 84 | -111 | -1.27% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | New | 8,563 | 681 | 0.16% | — | 85 | +8,563 | New | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,990 | 635 | 0.13% | 0.25% | 86 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,912 | 629 | 0.0% | 0.0% | 87 | -2,191 | -21.69% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 7,854 | 624 | 0.0% | 0.0% | 88 | -5,500 | -41.19% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Added to | 7,739 | 616 | 0.1% | 0.1% | 89 | +314 | 4.23% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Added to | 7,601 | 604 | 0.06% | 0.07% | 90 | +225 | 3.05% | Q1 2026 | Apr 07, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 7,460 | 593 | 0.59% | 0.72% | 91 | -1,000 | -11.82% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 7,284 | 579 | 0.0% | 0.0% | 92 | +3,267 | 81.33% | Q1 2026 | May 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 7,168 | 570 | 0.07% | 0.05% | 93 | +2,438 | 51.54% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Reduced | 7,026 | 558 | 0.0% | 0.0% | 94 | -49 | -0.69% | Q1 2026 | May 15, 2026 |
| 55 North Private Wealth, LLC | History | No change | 6,685 | 531 | 0.14% | 0.16% | 95 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | New | 6,488 | 516 | 0.0% | — | 96 | +6,488 | New | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | No change | 6,480 | 515 | 0.06% | 0.07% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 6,053 | 481 | 0.01% | 0.01% | 98 | +746 | 14.06% | Q1 2026 | Apr 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 4,965 | 469 | 0.07% | 0.07% | 99 | +222 | 4.68% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,872 | 448 | 0.02% | 0.01% | 100 | +2,497 | 10.24% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,989 | 396 | 0.01% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 4,954 | 394 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,929 | 392 | 0.01% | 0.01% | 103 | +325 | 7.06% | Q1 2026 | May 01, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 4,904 | 390 | 0.09% | 0.1% | 104 | -41 | -0.83% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,760 | 378 | 0.0% | 0.0% | 105 | -10,963 | -69.73% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,499 | 357 | 0.0% | 0.0% | 106 | -150 | -3.23% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,183 | 332 | 0.0% | — | 107 | +4,183 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,183 | 332 | 0.01% | — | 108 | +4,183 | New | Q1 2026 | Apr 27, 2026 |
| SFG Wealth Management, LLC. | History | No change | 4,165 | 331 | 0.14% | 0.15% | 109 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 3,973 | 316 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 3,850 | 306 | 0.01% | — | 111 | +3,850 | New | Q1 2026 | Apr 29, 2026 |
| Fermata Advisors, LLC | History | New | 3,831 | 304 | 0.07% | — | 112 | +3,831 | New | Q1 2026 | Apr 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 3,815 | 303 | 0.02% | 0.02% | 113 | +587 | 18.18% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 3,725 | 296 | 0.0% | 0.01% | 114 | -4,120 | -52.52% | Q1 2026 | Apr 27, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 3,704 | 294 | 0.08% | 0.06% | 115 | +1,197 | 47.75% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Added to | 3,639 | 289 | 0.03% | 0.02% | 116 | +657 | 22.03% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 3,458 | 275 | 0.07% | 0.08% | 117 | +178 | 5.43% | Q1 2026 | May 08, 2026 |
| Cambridge Advisors Inc. | History | Added to | 3,441 | 273 | 0.05% | 0.05% | 118 | +251 | 7.87% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,293 | 261 | 0.01% | 0.01% | 119 | +528 | 19.1% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,210 | 255 | 0.0% | 0.0% | 120 | +374 | 13.19% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 3,189 | 254 | 0.01% | — | 121 | +3,189 | New | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | New | 3,080 | 244 | 0.17% | — | 122 | +3,080 | New | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | Added to | 2,987 | 237 | 0.01% | 0.01% | 123 | +601 | 25.19% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,927 | 232 | 0.0% | 0.0% | 124 | -333 | -10.21% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 2,809 | 223 | 0.0% | 0.0% | 125 | -4,892 | -63.52% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 2,604 | 207 | 0.01% | — | 126 | +2,604 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,600 | 206 | 0.0% | 0.0% | 127 | -10,300 | -79.84% | Q1 2026 | May 14, 2026 |
| Red Mountain Financial, LLC | History | Added to | 2,583 | 205 | 0.19% | 0.23% | 128 | +19 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,981 | 157 | 0.0% | 0.0% | 129 | +348 | 21.31% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,936 | 153 | 0.04% | — | 130 | +1,936 | New | Q1 2026 | Apr 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,848 | 146 | 0.1% | 0.03% | 131 | +1,367 | 284.2% | Q1 2026 | Apr 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,726 | 137 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PROTECTIVE LIFE CORP | History | New | 1,681 | 133 | 0.44% | — | 133 | +1,681 | New | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,557 | 123 | 0.08% | 0.04% | 134 | +172 | 12.42% | Q1 2026 | May 01, 2026 |
| STEPH & CO | History | No change | 1,300 | 103 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 900 | 81 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financially Speaking Inc | History | Reduced | 920 | 73 | 0.35% | 0.06% | 137 | -60 | -6.12% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 884 | 70 | 0.0% | — | 138 | +884 | New | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 801 | 63 | 0.0% | 0.0% | 139 | +88 | 12.34% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 666 | 52 | 0.0% | — | 140 | +666 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 553 | 49 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 534 | 42 | 0.0% | 0.0% | 142 | +409 | 327.2% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 512 | 40 | 0.0% | 0.0% | 143 | -110 | -17.68% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 500 | 39 | 0.0% | — | 144 | +500 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 475 | 38 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 399 | 31 | 0.0% | 0.0% | 146 | +219 | 121.67% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 388 | 30 | 0.0% | 0.0% | 147 | +227 | 140.99% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 285 | 23 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bangor Savings Bank | History | Added to | 261 | 20 | 0.0% | 0.0% | 149 | +41 | 18.64% | Q1 2026 | Apr 01, 2026 |
| BankPlus Trust Department | History | No change | 263 | 20 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 194 | 15 | 0.0% | 0.0% | 152 | -25 | -11.42% | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 197 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 159 | 12 | 0.0% | 0.0% | 153 | -11 | -6.47% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | No change | 137 | 11 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 122 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 103 | 8 | 0.0% | — | 159 | +103 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 111 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | No change | 110 | 8 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Copia Wealth Management | History | No change | 113 | 8 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 91 | 7 | 0.0% | 0.0% | 160 | +34 | 59.65% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 84 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 68 | 5 | 0.0% | 0.0% | 165 | -5 | -6.85% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 57 | 4 | 0.0% | — | 167 | +57 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALLAST ADVISORS LLC | History | New | 35 | 3 | 0.0% | — | 169 | +35 | New | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 46 | 3 | 0.0% | 0.0% | 168 | +32 | 228.57% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Armor Investment Advisors, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Resolute Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 1.35% | — | -34,133 | -100.0% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -21,436 | -100.0% | Q1 2026 | May 14, 2026 |
| Boulder Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -18,460 | -100.0% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,660 | -100.0% | Q1 2026 | May 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,312 | -100.0% | Q1 2026 | May 06, 2026 |
| Lionsbridge Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -8,275 | -100.0% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,577 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,509 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mascagni Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -2,433 | -100.0% | Q1 2026 | May 19, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -214 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -190 | -100.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Strategies & Associates | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 03, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |