J.P. Morgan Exchange-Traded Fund Trust - JVAL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Added to | 1,493,287 | 72,962 | 0.19% | 0.11% | 1 | +696,074 | 87.31% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,198,576 | 58,562 | 0.1% | 0.11% | 2 | +14,131 | 1.19% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,184,322 | 57,865 | 1.83% | 1.85% | 3 | +147,964 | 14.28% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 644,056 | 31,468 | 0.01% | 0.01% | 4 | -9,114 | -1.4% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 559,159 | 27,320 | 0.0% | 0.0% | 5 | +21,394 | 3.98% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 573,270 | 27,281 | 0.0% | 0.0% | 6 | +185,824 | 47.96% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 393,955 | 19,249 | 0.04% | 0.04% | 7 | -42,136 | -9.66% | Q1 2026 | May 01, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 390,737 | 19,091 | 7.95% | 7.79% | 8 | +9,025 | 2.36% | Q1 2026 | Apr 15, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 376,094 | 18,375 | 4.77% | 4.81% | 9 | -22,137 | -5.56% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Added to | 213,641 | 10,438 | 0.12% | 0.07% | 10 | +87,319 | 69.12% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 175,947 | 8,596 | 0.01% | 0.04% | 11 | -325,772 | -64.93% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | Reduced | 175,371 | 8,568 | 1.99% | 1.91% | 12 | -8,491 | -4.62% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 174,998 | 8,550 | 0.01% | 0.01% | 13 | -183 | -0.1% | Q1 2026 | Apr 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 163,496 | 7,988 | 5.1% | 5.47% | 14 | +32 | 0.02% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 154,443 | 7,546 | 0.01% | 0.01% | 15 | -15,102 | -8.91% | Q1 2026 | May 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 154,038 | 7,526 | 1.48% | — | 16 | +154,038 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 147,209 | 7,192 | 0.01% | 0.01% | 17 | -3,572 | -2.37% | Q1 2026 | May 13, 2026 |
| Planned Solutions, Inc. | History | Reduced | 144,411 | 7,055 | 2.31% | 2.29% | 18 | -1,005 | -0.69% | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 134,666 | 6,579 | 0.41% | 0.45% | 19 | -2,270 | -1.66% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 134,581 | 6,575 | 0.01% | 0.01% | 20 | -9,719 | -6.74% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 128,596 | 6,283 | 0.0% | 0.0% | 21 | +23,761 | 22.67% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 117,861 | 5,758 | 0.0% | 0.0% | 22 | -10,176 | -7.95% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 116,821 | 5,707 | 0.05% | 0.05% | 23 | -24,529 | -17.35% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 101,861 | 4,976 | 0.0% | 0.0% | 24 | +5,098 | 5.27% | Q1 2026 | May 15, 2026 |
| Oxinas Partners, LLC | History | New | 89,720 | 4,383 | 2.0% | — | 25 | +89,720 | New | Q1 2026 | Apr 10, 2026 |
| Auxano Advisors, LLC | History | Added to | 66,724 | 3,260 | 0.65% | 0.07% | 26 | +59,224 | 789.65% | Q1 2026 | May 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 59,163 | 2,890 | 0.09% | 0.07% | 27 | +12,464 | 26.69% | Q1 2026 | May 11, 2026 |
| INTRUST BANK NA | History | Reduced | 58,814 | 2,873 | 0.23% | 0.28% | 28 | -9,365 | -13.74% | Q1 2026 | May 06, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 49,910 | 2,693 | 1.13% | 0.96% | 29 | +9,415 | 23.25% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 53,127 | 2,595 | 0.06% | 0.04% | 30 | +23,354 | 78.44% | Q1 2026 | May 11, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 52,141 | 2,547 | 0.1% | 0.11% | 31 | +102 | 0.2% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 50,231 | 2,454 | 0.01% | 0.01% | 32 | +6 | 0.01% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 48,645 | 2,376 | 0.01% | 0.0% | 33 | +34,853 | 252.7% | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 47,777 | 2,334 | 0.05% | 0.05% | 34 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 45,165 | 2,206 | 0.01% | 0.01% | 35 | -2,624 | -5.49% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 44,672 | 2,182 | 0.09% | 0.11% | 36 | +23,738 | 113.39% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 42,433 | 2,073 | 0.13% | 0.14% | 37 | -500 | -1.16% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,795 | 1,915 | 0.0% | 0.0% | 38 | -296 | -0.76% | Q1 2026 | Apr 08, 2026 |
| Sigma Planning Corp | History | Reduced | 38,244 | 1,868 | 0.05% | 0.05% | 39 | -1,518 | -3.82% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,201 | 1,817 | 0.01% | 0.02% | 40 | +7,051 | 23.39% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 36,590 | 1,787 | 0.02% | 0.01% | 41 | +14,049 | 62.33% | Q1 2026 | Apr 20, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 35,585 | 1,738 | 0.67% | 0.75% | 42 | -3,869 | -9.81% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 34,276 | 1,631 | 0.06% | — | 43 | +34,276 | New | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 32,567 | 1,591 | 0.03% | 0.03% | 44 | +1,015 | 3.22% | Q1 2026 | May 07, 2026 |
| 5T Wealth, LLC | History | Added to | 32,560 | 1,590 | 0.63% | 0.61% | 45 | +1,530 | 4.93% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 31,692 | 1,549 | 0.0% | 0.0% | 46 | +13,243 | 71.78% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 27,006 | 1,319 | 0.0% | — | 47 | +27,006 | New | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 26,982 | 1,318 | 0.08% | 0.08% | 48 | -2,007 | -6.92% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 25,879 | 1,264 | 0.08% | 0.08% | 49 | -1,686 | -6.12% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,405 | 1,192 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 24,148 | 1,179 | 0.03% | 0.03% | 51 | -614 | -2.48% | Q1 2026 | Apr 29, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 23,909 | 1,168 | 0.59% | 0.21% | 52 | +15,852 | 196.75% | Q1 2026 | May 15, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 22,922 | 1,119 | 0.5% | 0.57% | 53 | -2,825 | -10.97% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,563 | 1,053 | 0.0% | 0.0% | 54 | -18,720 | -46.47% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 21,149 | 1,037 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 21,139 | 1,032 | 0.0% | — | 56 | +21,139 | New | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 20,817 | 1,017 | 0.02% | 0.02% | 57 | +2,775 | 15.38% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | No change | 20,531 | 1,003 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| L & S Advisors Inc | History | Added to | 20,328 | 993 | 0.12% | 0.09% | 59 | +305 | 1.52% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | No change | 19,350 | 945 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 19,097 | 933 | 0.06% | 0.06% | 61 | -1,922 | -9.14% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,883 | 923 | 0.0% | 0.0% | 62 | -3,482 | -15.57% | Q1 2026 | Apr 30, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 18,462 | 902 | 0.44% | 0.47% | 63 | -340 | -1.81% | Q1 2026 | Apr 22, 2026 |
| SCS Capital Management LLC | History | No change | 17,721 | 865 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,681 | 815 | 0.0% | 0.0% | 65 | +8,119 | 94.83% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 15,707 | 767 | 0.01% | — | 66 | +15,707 | New | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 15,440 | 754 | 0.02% | 0.03% | 67 | -1,024 | -6.22% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 13,619 | 665 | 0.0% | 0.0% | 68 | -213 | -1.54% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,441 | 607 | 0.04% | 0.04% | 69 | +364 | 3.01% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,268 | 599 | 0.01% | 0.01% | 70 | -1,477 | -10.75% | Q1 2026 | May 18, 2026 |
| Addison Advisors LLC | History | Reduced | 12,140 | 593 | 0.13% | 0.16% | 71 | -1,935 | -13.75% | Q1 2026 | May 08, 2026 |
| Patten Group, Inc. | History | Reduced | 11,658 | 569 | 0.1% | 0.11% | 72 | -180 | -1.52% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,313 | 552 | 0.01% | 0.01% | 73 | -4,325 | -27.66% | Q1 2026 | Apr 08, 2026 |
| MBL Wealth, LLC | History | No change | 11,000 | 537 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Howard Capital Management Inc. | History | No change | 10,763 | 525 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,683 | 521 | 0.0% | 0.0% | 76 | -48 | -0.45% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,249 | 500 | 0.0% | 0.0% | 77 | -72,840 | -87.67% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | New | 9,397 | 459 | 0.03% | — | 78 | +9,397 | New | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,532 | 416 | 0.01% | 0.01% | 79 | +534 | 6.68% | Q1 2026 | Apr 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,057 | 393 | 0.03% | 0.03% | 80 | +1,691 | 26.56% | Q1 2026 | Apr 16, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,035 | 392 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 7,710 | 376 | 0.18% | 0.16% | 82 | +415 | 5.69% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,558 | 369 | 0.0% | 0.0% | 83 | +1,928 | 34.25% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,426 | 363 | 0.0% | 0.0% | 84 | -338 | -4.35% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,346 | 358 | 0.0% | 0.0% | 85 | +25 | 0.34% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,266 | 355 | 0.0% | 0.0% | 86 | +1,752 | 31.77% | Q1 2026 | Apr 30, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,174 | 350 | 0.02% | 0.04% | 87 | -4,443 | -38.25% | Q1 2026 | Apr 27, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 7,063 | 345 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,423 | 313 | 0.01% | 0.01% | 89 | +254 | 4.12% | Q1 2026 | Apr 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 6,389 | 312 | 0.0% | 0.0% | 90 | +3 | 0.05% | Q1 2026 | May 13, 2026 |
| American Trust | History | Reduced | 6,148 | 300 | 0.03% | 0.03% | 91 | -253 | -3.95% | Q1 2026 | May 01, 2026 |
| Burk Holdings LLC | History | No change | 5,956 | 291 | 0.12% | 0.14% | 92 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Merited Wealth, LLC | History | No change | 5,653 | 276 | 0.23% | 0.26% | 93 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Added to | 5,377 | 262 | 0.01% | 0.01% | 94 | +1,070 | 24.84% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | No change | 5,340 | 260 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 5,144 | 251 | 0.01% | 0.02% | 96 | -8,269 | -61.65% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,091 | 249 | 0.0% | 0.0% | 97 | +215 | 4.41% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 4,974 | 243 | 0.04% | 0.04% | 98 | +14 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Goodwin Investment Advisory | History | No change | 4,985 | 243 | 0.29% | 0.27% | 99 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | No change | 4,966 | 242 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 4,960 | 242 | 0.06% | 0.05% | 101 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Monetary Solutions, Ltd | History | New | 4,906 | 239 | 0.23% | — | 102 | +4,906 | New | Q1 2026 | May 01, 2026 |
| BNB Wealth Management, LLC | History | No change | 4,831 | 236 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | No change | 4,750 | 232 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elevation Wealth Management LLC | History | New | 4,728 | 231 | 0.21% | — | 106 | +4,728 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 4,733 | 231 | 0.0% | 0.0% | 105 | +597 | 14.43% | Q1 2026 | May 15, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 4,704 | 229 | 0.18% | 0.19% | 108 | +16 | 0.34% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,700 | 229 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | Reduced | 4,648 | 227 | 0.01% | 0.01% | 109 | -152 | -3.17% | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,561 | 222 | 0.01% | 0.01% | 110 | +16 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,313 | 210 | 0.0% | 0.0% | 111 | -1,540 | -26.31% | Q1 2026 | May 01, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,301 | 210 | 0.14% | 0.15% | 112 | -15 | -0.35% | Q1 2026 | May 13, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 4,288 | 209 | 0.07% | 0.08% | 114 | -30 | -0.69% | Q1 2026 | Apr 21, 2026 |
| Berger Financial Group, Inc | History | No change | 4,278 | 209 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 4,183 | 204 | 0.05% | 0.05% | 115 | -397 | -8.67% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 4,172 | 203 | 0.0% | — | 116 | +4,172 | New | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 4,087 | 199 | 0.12% | 0.14% | 117 | +3 | 0.07% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,180 | 155 | 0.0% | 0.0% | 118 | +581 | 22.35% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,866 | 140 | 0.0% | — | 120 | +2,866 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 2,866 | 140 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lavaca Capital LLC | History | Reduced | 2,556 | 124 | 0.02% | 0.02% | 121 | -17 | -0.66% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,364 | 116 | 0.0% | 0.0% | 122 | -579 | -19.67% | Q1 2026 | May 14, 2026 |
| United Community Bank | History | New | 2,101 | 102 | 0.03% | — | 123 | +2,101 | New | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | New | 1,635 | 79 | 0.01% | — | 124 | +1,635 | New | Q1 2026 | Apr 14, 2026 |
| SIMA Wealth Partners, LLC | History | New | 1,620 | 79 | 0.06% | — | 125 | +1,620 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,577 | 77 | 0.0% | 0.0% | 126 | +19 | 1.22% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,389 | 68 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | No change | 1,180 | 57 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | New | 1,149 | 56 | 0.0% | — | 129 | +1,149 | New | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,042 | 50 | 0.0% | 0.0% | 130 | -145 | -12.22% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 1,003 | 49 | 0.02% | 0.04% | 132 | -1,020 | -50.42% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,009 | 49 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 960 | 46 | 0.01% | — | 135 | +960 | New | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 960 | 46 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | No change | 961 | 46 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 924 | 45 | 0.0% | — | 136 | +924 | New | Q1 2026 | May 19, 2026 |
| IFP Advisors, Inc | History | Added to | 868 | 42 | 0.0% | 0.0% | 137 | +42 | 5.08% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 24,139 | 41 | 0.0% | 0.0% | 138 | -342 | -1.4% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 749 | 37 | 0.0% | — | 139 | +749 | New | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | No change | 600 | 29 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 578 | 28 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 529 | 25 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 478 | 23 | 0.0% | — | 143 | +478 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 417 | 20 | 0.01% | — | 144 | +400 | 2352.94% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 301 | 14 | 0.0% | 0.0% | 145 | -632 | -67.74% | Q1 2026 | May 05, 2026 |
| Covestor Ltd | History | New | 264 | 13 | 0.01% | — | 146 | +264 | New | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 217 | 10 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 153 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Reduced | 131 | 6 | 0.0% | 0.03% | 150 | -2,556 | -95.12% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 143 | 6 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | New | 86 | 4 | 0.0% | — | 153 | +86 | New | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | No change | 87 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 97 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | No change | 46 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 35 | 1 | 0.0% | — | 156 | +35 | New | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 30 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -24,487 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,495 | -100.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,226 | -100.0% | Q1 2026 | May 04, 2026 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.46% | — | -4,579 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -906 | -100.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -407 | -100.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |