J.P. Morgan Exchange-Traded Fund Trust - JVAL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,184,445 | 58,132 | 0.11% | 0.0% | 1 | +1,179,471 | 23712.73% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,036,358 | 50,864 | 1.85% | 1.78% | 2 | +40,175 | 4.03% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 797,213 | 39,127 | 0.11% | 0.11% | 3 | +10,268 | 1.3% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Reduced | 653,170 | 32,057 | 0.01% | 0.01% | 4 | -229,407 | -25.99% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 537,765 | 26,393 | 0.0% | 0.0% | 5 | +22,153 | 4.3% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 501,719 | 24,624 | 0.04% | 0.04% | 6 | -32,406 | -6.07% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 436,091 | 21,582 | 0.04% | 0.03% | 7 | +110,666 | 34.01% | Q4 2025 | Feb 05, 2026 |
| Goodman Advisory Group, LLC | History | New | 398,231 | 19,545 | 4.81% | — | 8 | +398,231 | New | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 387,446 | 19,015 | 0.0% | 0.0% | 9 | -2,167 | -0.56% | Q4 2025 | Feb 11, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 381,712 | 18,734 | 7.79% | 7.64% | 10 | +7,513 | 2.01% | Q4 2025 | Jan 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 183,862 | 9,422 | 1.91% | 2.29% | 11 | -31,925 | -14.79% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 175,181 | 8,597 | 0.01% | 0.01% | 12 | +27,806 | 18.87% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 169,545 | 8,321 | 0.01% | 0.01% | 13 | -63 | -0.04% | Q4 2025 | Feb 17, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 163,464 | 8,022 | 5.47% | 5.41% | 14 | -1,283 | -0.78% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 150,781 | 7,400 | 0.01% | 0.0% | 15 | +135,560 | 890.61% | Q4 2025 | Feb 13, 2026 |
| Planned Solutions, Inc. | History | Reduced | 145,416 | 7,137 | 2.29% | 2.4% | 16 | -1,747 | -1.19% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 144,300 | 7,082 | 0.01% | 0.01% | 17 | -29,943 | -17.18% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 141,350 | 6,937 | 0.05% | 0.06% | 18 | -8,672 | -5.78% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 136,936 | 6,720 | 0.45% | 0.47% | 19 | -3,181 | -2.27% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 128,037 | 6,284 | 0.0% | 0.0% | 20 | -2,891 | -2.21% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Reduced | 126,322 | 6,199 | 0.07% | 0.08% | 21 | -23,086 | -15.45% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 104,835 | 5,145 | 0.0% | 0.0% | 22 | +23,903 | 29.53% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 96,763 | 4,749 | 0.0% | 0.0% | 23 | -505 | -0.52% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 83,089 | 4,078 | 0.0% | 0.0% | 24 | +13,272 | 19.01% | Q4 2025 | Mar 25, 2026 |
| INTRUST BANK NA | History | Reduced | 68,179 | 3,346 | 0.28% | 0.28% | 25 | -2,150 | -3.06% | Q4 2025 | Feb 06, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 52,039 | 2,554 | 0.11% | 0.12% | 26 | +115 | 0.22% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 50,225 | 2,465 | 0.01% | — | 27 | +50,225 | New | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 47,789 | 2,345 | 0.01% | 0.01% | 28 | -192 | -0.4% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 47,778 | 2,344 | 0.05% | 0.05% | 29 | -327 | -0.68% | Q4 2025 | Feb 18, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 46,699 | 2,291 | 0.07% | 0.08% | 30 | -547 | -1.16% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 42,933 | 2,107 | 0.14% | 0.14% | 31 | -578 | -1.33% | Q4 2025 | Jan 23, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 40,495 | 2,058 | 0.96% | 1.21% | 32 | -763 | -1.85% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,091 | 1,981 | 0.0% | 0.0% | 33 | +4,054 | 11.57% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,283 | 1,977 | 0.0% | 0.0% | 34 | -40,583 | -50.19% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 39,762 | 1,951 | 0.05% | 0.05% | 35 | -706 | -1.74% | Q4 2025 | Jan 30, 2026 |
| Gallacher Capital Management LLC | History | Added to | 39,454 | 1,936 | 0.75% | 0.71% | 36 | +1,596 | 4.22% | Q4 2025 | Feb 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 31,552 | 1,548 | 0.03% | 0.03% | 37 | +89 | 0.28% | Q4 2025 | Jan 07, 2026 |
| 5T Wealth, LLC | History | Reduced | 31,030 | 1,522 | 0.61% | 0.64% | 38 | -82 | -0.26% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 30,150 | 1,479 | 0.02% | 0.01% | 39 | -1,184 | -3.78% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 29,773 | 1,461 | 0.04% | 0.02% | 40 | +11,112 | 59.55% | Q4 2025 | Jan 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 28,989 | 1,422 | 0.08% | 0.08% | 41 | +2,315 | 8.68% | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 27,565 | 1,352 | 0.08% | 0.08% | 42 | -672 | -2.38% | Q4 2025 | Jan 15, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 25,747 | 1,263 | 0.57% | 0.55% | 43 | +515 | 2.04% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 24,762 | 1,215 | 0.03% | 0.03% | 44 | +247 | 1.01% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,481 | 1,201 | 0.0% | 0.0% | 46 | +6,992 | 39.98% | Q4 2025 | Feb 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 24,487 | 1,201 | 0.06% | 0.05% | 45 | +3,153 | 14.78% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,405 | 1,197 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 22,541 | 1,106 | 0.01% | 0.01% | 48 | +3,287 | 17.07% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,365 | 1,098 | 0.0% | 0.0% | 49 | +864 | 4.02% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 21,149 | 1,037 | 0.0% | 0.0% | 50 | +10 | 0.05% | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 21,019 | 1,031 | 0.06% | 0.08% | 51 | -10,146 | -32.56% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 20,934 | 1,027 | 0.11% | 0.14% | 52 | -260 | -1.23% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | No change | 20,531 | 1,007 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| L & S Advisors Inc | History | Reduced | 20,023 | 982 | 0.09% | 0.09% | 54 | -148 | -0.73% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | No change | 19,350 | 949 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 18,802 | 922 | 0.47% | 0.49% | 56 | -386 | -2.01% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,449 | 906 | 0.0% | — | 57 | +18,449 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 18,042 | 885 | 0.02% | 0.04% | 58 | -4,203 | -18.89% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | No change | 17,721 | 869 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 16,464 | 808 | 0.03% | 0.03% | 60 | -309 | -1.84% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Reduced | 15,638 | 767 | 0.01% | 0.01% | 61 | -3,587 | -18.66% | Q4 2025 | Feb 02, 2026 |
| Addison Advisors LLC | History | Reduced | 14,075 | 690 | 0.16% | 0.16% | 62 | -340 | -2.36% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 13,832 | 678 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,792 | 676 | 0.0% | 0.0% | 64 | +700 | 5.35% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,745 | 674 | 0.01% | 0.02% | 65 | -103 | -0.74% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 13,413 | 658 | 0.02% | 0.03% | 66 | -1,943 | -12.65% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,077 | 592 | 0.04% | 0.04% | 67 | +312 | 2.65% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Reduced | 11,838 | 581 | 0.11% | 0.11% | 68 | -171 | -1.42% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 11,617 | 570 | 0.04% | 0.05% | 69 | -2,951 | -20.26% | Q4 2025 | Apr 02, 2026 |
| MBL Wealth, LLC | History | No change | 11,000 | 539 | 0.04% | 0.05% | 70 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Howard Capital Management Inc. | History | No change | 10,763 | 528 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,731 | 526 | 0.0% | 0.0% | 72 | +1,976 | 22.57% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,562 | 420 | 0.0% | 0.0% | 73 | -283 | -3.2% | Q4 2025 | Feb 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 8,057 | 395 | 0.21% | 0.21% | 74 | -61 | -0.75% | Q4 2025 | Feb 24, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 8,035 | 394 | 0.01% | 0.01% | 75 | -535 | -6.24% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,998 | 392 | 0.01% | 0.01% | 76 | +166 | 2.12% | Q4 2025 | Jan 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,764 | 381 | 0.0% | 0.0% | 77 | +672 | 9.48% | Q4 2025 | Feb 11, 2026 |
| Auxano Advisors, LLC | History | Added to | 7,500 | 368 | 0.07% | 0.06% | 78 | +1,865 | 33.1% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | New | 7,321 | 359 | 0.0% | — | 79 | +7,321 | New | Q4 2025 | Feb 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 7,295 | 358 | 0.16% | — | 80 | +7,295 | New | Q4 2025 | Feb 11, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 7,063 | 346 | 0.01% | 0.01% | 81 | -920 | -11.52% | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | New | 6,495 | 318 | 0.16% | — | 82 | +6,495 | New | Q4 2025 | Feb 13, 2026 |
| American Trust | History | Reduced | 6,401 | 314 | 0.03% | 0.03% | 83 | -176 | -2.68% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 6,386 | 313 | 0.0% | 0.0% | 84 | +5 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,366 | 312 | 0.03% | 0.04% | 85 | -76 | -1.18% | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,169 | 302 | 0.01% | 0.01% | 86 | -247 | -3.85% | Q4 2025 | Jan 13, 2026 |
| Burk Holdings LLC | History | No change | 5,956 | 292 | 0.14% | 0.15% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,853 | 287 | 0.0% | 0.0% | 88 | -2,126 | -26.64% | Q4 2025 | Feb 13, 2026 |
| Merited Wealth, LLC | History | New | 5,653 | 277 | 0.26% | — | 89 | +5,653 | New | Q4 2025 | Mar 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,630 | 276 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,514 | 270 | 0.0% | 0.0% | 91 | +814 | 17.32% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | No change | 5,340 | 262 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,226 | 256 | 0.0% | 0.0% | 93 | +450 | 9.42% | Q4 2025 | Feb 13, 2026 |
| Goodwin Investment Advisory | History | No change | 4,985 | 244 | 0.27% | 0.25% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | New | 4,960 | 243 | 0.04% | — | 95 | +4,960 | New | Q4 2025 | Jan 16, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 4,960 | 243 | 0.05% | 0.05% | 97 | -15 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 4,966 | 243 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Equitable Holdings, Inc. | History | New | 4,876 | 239 | 0.0% | — | 98 | +4,876 | New | Q4 2025 | Feb 17, 2026 |
| BNB Wealth Management, LLC | History | New | 4,831 | 237 | 0.15% | — | 99 | +4,831 | New | Q4 2025 | Feb 17, 2026 |
| Accredited Investors Inc. | History | No change | 4,800 | 235 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Park Edge Advisors, LLC | History | No change | 4,750 | 233 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 4,688 | 230 | 0.19% | 0.2% | 102 | +28 | 0.6% | Q4 2025 | Jan 22, 2026 |
| Northwest Financial Advisors | History | Reduced | 4,579 | 224 | 0.46% | 0.61% | 104 | -5,450 | -54.34% | Q4 2025 | Jan 26, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 4,580 | 224 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,545 | 223 | 0.01% | 0.01% | 105 | +29 | 0.64% | Q4 2025 | Jan 30, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 4,318 | 211 | 0.08% | 0.08% | 106 | -137 | -3.08% | Q4 2025 | Jan 13, 2026 |
| Anson Capital, Inc. | History | No change | 4,316 | 211 | 0.15% | 0.15% | 107 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ascent Group, LLC | History | No change | 4,307 | 211 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Berger Financial Group, Inc | History | No change | 4,278 | 209 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 4,136 | 202 | 0.0% | 0.0% | 110 | +3,798 | 1123.67% | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,084 | 200 | 0.14% | — | 111 | +4,084 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 2,943 | 144 | 0.0% | 0.0% | 112 | +473 | 19.15% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 2,866 | 140 | 0.0% | 0.0% | 113 | -4,517 | -61.18% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 2,687 | 131 | 0.03% | — | 114 | +2,687 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,599 | 127 | 0.0% | 0.0% | 115 | +552 | 26.97% | Q4 2025 | Jan 28, 2026 |
| Lavaca Capital LLC | History | Reduced | 2,573 | 126 | 0.02% | 0.02% | 116 | -46 | -1.76% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 2,023 | 99 | 0.04% | — | 117 | +2,023 | New | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,558 | 76 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,389 | 68 | 0.0% | 0.0% | 119 | -40 | -2.8% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,187 | 58 | 0.0% | 0.0% | 120 | -119 | -9.11% | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | No change | 1,180 | 57 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,009 | 49 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 961 | 47 | 0.0% | 0.0% | 124 | +927 | 2726.47% | Q4 2025 | Jan 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 960 | 47 | 0.0% | 0.0% | 123 | -204 | -17.53% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 933 | 45 | 0.0% | 0.0% | 125 | -503 | -35.03% | Q4 2025 | Jan 29, 2026 |
| Greenline Wealth Management LLC | History | New | 906 | 44 | 0.05% | — | 126 | +906 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 826 | 40 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Realta Investment Advisors | History | New | 600 | 29 | 0.01% | — | 128 | +600 | New | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 578 | 28 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | New | 529 | 25 | 0.0% | — | 130 | +529 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 407 | 19 | 0.0% | 0.0% | 131 | -118 | -22.48% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 217 | 10 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 153 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 143 | 7 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 87 | 4 | 0.0% | — | 135 | +87 | New | Q4 2025 | Feb 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 97 | 4 | 0.0% | 0.0% | 136 | +1 | 1.04% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | No change | 46 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ATWOOD & PALMER INC | History | New | 30 | 1 | 0.0% | — | 138 | +30 | New | Q4 2025 | Jan 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -46,850 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,183 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Acropolis Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,885 | -100.0% | Q3 2025 | Oct 07, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,177 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,867 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 17 | 0 | — | — | — | -1 | -5.56% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Russell Investments Group, Ltd. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |