JPMorgan Active Bond ETF(JBND)

$52.73—

Chart

JPMorgan Active Bond ETF(JBND)

NYSE

$52.73—

Chart Studio

JBND(JBND)

JBND

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 322 Institutional Holders

Holder	Shares	Date	Change	% Held
BALDWIN BROTHERS LLC/MA	1.47M	Jun 30, 26	+865	2.35%
LVZ, Inc.	964.91K	Jun 30, 26	-2.11K	1.55%
Essex LLC	798.17K	Jun 30, 26	+127.84K	1.28%
Intrua Financial, LLC	742.48K	Jun 30, 26	+13.13K	1.19%
Arlington Financial Advisors, LLC	719.46K	Jun 30, 26	+19.95K	1.15%
LIFELONG WEALTH ADVISORS, INC.	699.07K	Jun 30, 26	+29.78K	1.12%
Spire Wealth Management	633.75K	Jun 30, 26	-17.26K	1.02%
CGC Financial Services, LLC	555.63K	Jun 30, 26	+15.75K	0.89%
D.A. DAVIDSON & CO.	553.39K	Jun 30, 26	+15.14K	0.89%
KWB Wealth	388.59K	Jun 30, 26	+116.24K	0.62%
Pine Valley Investments Ltd Liability Co	362.47K	Jun 30, 26	+22.57K	0.58%
Vawter Financial, Ltd.	360.26K	Jun 30, 26	+15.81K	0.58%
AdvisorNet Financial, Inc	358.63K	Jun 30, 26	+228.06K	0.57%
Capital Investment Advisory Services, LLC	355.63K	Jun 30, 26	-25.22K	0.57%
Wright Fund Management, LLC	351.70K	Jun 30, 26	--	0.56%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	342.24K	Jun 30, 26	+14.20K	0.55%
Choice Wealth Advisors, LLC	341.07K	Jun 30, 26	+13.15K	0.55%
Echo Wealth Management, LLC	291.12K	Jun 30, 26	+22.11K	0.47%
CGN Advisors LLC	290.49K	Jun 30, 26	-2.31K	0.47%
Pinnacle Wealth Management, LLC	285.45K	Jun 30, 26	+115	0.46%
Independence Asset Advisors, LLC	279.41K	Jun 30, 26	+21	0.45%
PARK AVENUE SECURITIES LLC	254.89K	Jun 30, 26	+98.45K	0.41%
Capital Advisors Wealth Management, LLC	235.62K	Jun 30, 26	+7.77K	0.38%
Cobblestone Asset Management LLC	230.25K	Jun 30, 26	+52.39K	0.37%
RIVERSEDGE ADVISORS, LLC	223.37K	Jun 30, 26	+1.94K	0.36%
AGH Wealth Advisors, LLC	177.41K	Jun 30, 26	+11.57K	0.28%
Farther Finance Advisors, LLC	173.53K	Jun 30, 26	+64.32K	0.28%
Prospera Financial Services Inc	156.40K	Jun 30, 26	+17.98K	0.25%
Guided Capital Wealth Management, LLC	156.10K	Jun 30, 26	-6.27K	0.25%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	151.96K	Jun 30, 26	+16.01K	0.24%
Centurion Wealth Management LLC	145.93K	Jun 30, 26	-33.48K	0.23%
Cooper Financial Group	137.65K	Jun 30, 26	+4.69K	0.22%
ERn Financial, LLC	109.60K	Jun 30, 26	+6.95K	0.18%
MATTERN CAPITAL MANAGEMENT, LLC	107.95K	Jun 30, 26	-385	0.17%
YARGER WEALTH STRATEGIES, LLC	107.55K	Jun 30, 26	-15.92K	0.17%
Gallacher Capital Management LLC	107.00K	Jun 30, 26	-21.51K	0.17%
OPTIMA CAPITAL LLC	105.46K	Jun 30, 26	+5.82K	0.17%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	96.90K	Jun 30, 26	+8.44K	0.16%
IFP Advisors, Inc	94.10K	Jun 30, 26	+13.59K	0.15%
Avondale Wealth Management	89.41K	Jun 30, 26	-2.11K	0.14%
Bank of New Hampshire	86.41K	Jun 30, 26	+47.39K	0.14%
Fiduciary Alliance LLC	83.50K	Jun 30, 26	+3.35K	0.13%
New Capital Management LP	82.07K	Jun 30, 26	+923	0.13%
Cedar Mountain Advisors, LLC	81.63K	Jun 30, 26	+20.86K	0.13%
MASSMUTUAL TRUST CO FSB/ADV	70.47K	Jun 30, 26	+21.64K	0.11%
Foster Victor Wealth Advisors, LLC	59.27K	Jun 30, 26	+1.81K	0.09%
GGM Financials LLC	52.65K	Jun 30, 26	-2.33K	0.08%
LOCKERMAN FINANCIAL GROUP, INC.	46.84K	Jun 30, 26	+22.08K	0.08%
Madison Park Capital Advisors, LLC	35.90K	Jun 30, 26	+21.02K	0.06%
FIFTH THIRD SECURITIES, INC.	34.67K	Jun 30, 26	+7.05K	0.06%
Acropolis Investment Management, LLC	33.60K	Jun 30, 26	+33.60K	0.05%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	30.55K	Jun 30, 26	+13.36K	0.05%
KELLY FINANCIAL GROUP LLC	29.99K	Jun 30, 26	+22.84K	0.05%
Ignite Planners, LLC	29.54K	Jun 30, 26	+5.69K	0.05%
Sequoia Financial Advisors, LLC	29.17K	Jun 30, 26	-27.08K	0.05%
Aurdan Capital Management, LLC	27.59K	Jun 30, 26	+835	0.04%
TrueWealth Advisors, LLC	26.24K	Jun 30, 26	+2.02K	0.04%
Envestnet Portfolio Solutions, Inc.	25.73K	Jun 30, 26	+17.31K	0.04%
Purus Wealth Management, LLC	25.40K	Jun 30, 26	+9.93K	0.04%
Herold Advisors, Inc.	24.36K	Jun 30, 26	+11.34K	0.04%
Farrell Financial LLC	24.35K	Jun 30, 26	+3.95K	0.04%
SHEETS SMITH WEALTH MANAGEMENT	20.82K	Jun 30, 26	+5.68K	0.03%
J.W. COLE ADVISORS, INC.	20.65K	Jun 30, 26	+20.65K	0.03%
UNIQUE WEALTH, LLC	19.82K	Jun 30, 26	+13.76K	0.03%
HICKS CAPITAL MANAGEMENT LLC	16.96K	Jun 30, 26	+338	0.03%
Fortis Group Advisors, LLC	16.50K	Jun 30, 26	-598	0.03%
5T Wealth, LLC	16.28K	Jun 30, 26	+8.22K	0.03%
Total Clarity Wealth Management, Inc.	15.51K	Jun 30, 26	-829	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	15.26K	Jun 30, 26	+15.26K	0.02%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	13.77K	Jun 30, 26	--	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	13.24K	Jun 30, 26	-161	0.02%
MN Wealth Advisors, LLC	11.44K	Jun 30, 26	-2.77K	0.02%
BENJAMIN EDWARDS INC	10.99K	Jun 30, 26	+129	0.02%
CHAPIN DAVIS, INC.	10.91K	Jun 30, 26	--	0.02%
J. L. Bainbridge & Co., Inc.	10.70K	Jun 30, 26	+10.70K	0.02%
Dynamic Advisor Solutions LLC	9.52K	Jun 30, 26	-720	0.02%
RCS Financial Planning, LLC	9.21K	Jun 30, 26	+98	0.01%
FIRETHORN WEALTH PARTNERS, LLC	8.85K	Jun 30, 26	+2.35K	0.01%
PRESILIUM PRIVATE WEALTH, LLC	7.59K	Jun 30, 26	+7.59K	0.01%
XY Planning Network, Inc.	7.58K	Jun 30, 26	+7.58K	0.01%
CRA Financial Services, LLC	7.53K	Jun 30, 26	+1	0.01%
ENCOMPASS WEALTH ADVISORS, LLC	7.07K	Jun 30, 26	+7.07K	0.01%
Cambridge Advisors Inc.	6.01K	Jun 30, 26	+185	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	5.93K	Jun 30, 26	+441	0.01%
Newman Dignan & Sheerar, Inc.	5.92K	Jun 30, 26	--	0.01%
Golden State Wealth Management, LLC	5.90K	Jun 30, 26	+65	0.01%
Bond & Devick Financial Network, Inc.	4.57K	Jun 30, 26	+481	0.01%
Y-Intercept (Hong Kong) Ltd	3.87K	Jun 30, 26	+3.87K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	2.07K	Jun 30, 26	-3.06K	0.00%
JFS WEALTH ADVISORS, LLC	1.83K	Jun 30, 26	--	0.00%
LGT Financial Advisors LLC	1.18K	Jun 30, 26	+118	0.00%
BIRCHBROOK, INC.	295	Jun 30, 26	+295	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	164	Jun 30, 26	+164	0.00%
Triumph Capital Management	83	Jun 30, 26	+1	0.00%
HIGHLINE WEALTH PARTNERS LLC	40	Jun 30, 26	+40	0.00%
ST GERMAIN D J CO INC	--	Jun 30, 26	-356	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-19.51K	--
Fortitude Financial, LLC	--	Jun 30, 26	-8.15K	--
PEAK FINANCIAL ADVISORS LLC	--	Jun 30, 26	-259.41K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-28.30K	--
Focus Financial Network, Inc.	--	Jun 30, 26	-88.99K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-253.55K	--
Westmount Partners, LLC	--	Jun 30, 26	-11.00K	--
RFG Advisory, LLC	--	Jun 30, 26	-81.67K	--
Bright Futures Wealth Management, LLC.	--	Jun 30, 26	-4.00K	--
Richard P Slaughter Associates Inc	--	Jun 30, 26	-15.73K	--
LPL Financial LLC	16.89M	Mar 31, 26	+3.77M	27.05%
Allworth Financial LP	6.13M	Mar 31, 26	+128.55K	9.82%
AMERIPRISE FINANCIAL INC	5.81M	Mar 31, 26	+2.01M	9.30%
JPMORGAN CHASE & CO	5.81M	Mar 31, 26	+2.69M	9.30%
CAPTRUST FINANCIAL ADVISORS	5.14M	Mar 31, 26	+518.08K	8.24%
BANK OF AMERICA CORP /DE/	4.22M	Mar 31, 26	+1.35M	6.76%
Cetera Investment Advisers	3.83M	Mar 31, 26	+820.56K	6.14%
ENVESTNET ASSET MANAGEMENT INC	3.68M	Mar 31, 26	+1.03M	5.90%
Private Advisor Group, LLC	3.56M	Mar 31, 26	+925.03K	5.69%
RAYMOND JAMES FINANCIAL INC	2.51M	Mar 31, 26	+1.12M	4.02%
ROYAL BANK OF CANADA	2.44M	Mar 31, 26	+956.65K	3.91%
Janney Montgomery Scott LLC	2.17M	Mar 31, 26	+115.54K	3.48%
Diversified Portfolios, Inc.	1.99M	Mar 31, 26	+65.94K	3.18%
Summit Financial, LLC	1.66M	Mar 31, 26	+304.17K	2.66%
Bridgewater Advisors Inc.	1.62M	Mar 31, 26	+376.27K	2.60%
COMMONWEALTH EQUITY SERVICES, LLC	1.58M	Mar 31, 26	+229.92K	2.53%
Vestmark Advisory Solutions, Inc.	1.50M	Mar 31, 26	+88.92K	2.40%
Berger Financial Group, Inc	1.44M	Mar 31, 26	+112.59K	2.31%
Independent Advisor Alliance	1.43M	Mar 31, 26	+1.43M	2.29%
WELLS FARGO & COMPANY/MN	1.34M	Mar 31, 26	+850.81K	2.15%
CWM, LLC	1.32M	Mar 31, 26	+145.19K	2.12%
JONES FINANCIAL COMPANIES LLLP	1.27M	Mar 31, 26	+436.48K	2.04%
MML INVESTORS SERVICES, LLC	1.25M	Mar 31, 26	-146.74K	2.01%
IAG Wealth Partners, LLC	1.11M	Mar 31, 26	-91.22K	1.78%
Peterson Wealth Advisors, LLC	893.55K	Mar 31, 26	+15.26K	1.43%
StoneX Group Inc.	807.30K	Mar 31, 26	-150.23K	1.29%
Larson Financial Group LLC	724.58K	Mar 31, 26	+116.00K	1.16%
Dynasty Wealth Management, LLC	677.10K	Mar 31, 26	+203.58K	1.08%
Cambridge Investment Research Advisors, Inc.	627.02K	Mar 31, 26	+15.99K	1.00%
Pallas Capital Advisors LLC	626.24K	Mar 31, 26	-57.18K	1.00%
HARBOUR INVESTMENTS, INC.	606.25K	Mar 31, 26	+451.16K	0.97%
UBS Group AG	578.36K	Mar 31, 26	+528.80K	0.93%
NewEdge Wealth, LLC	577.36K	Mar 31, 26	+96.28K	0.92%
FMR LLC	538.99K	Mar 31, 26	+24.82K	0.86%
Mariner, LLC	483.31K	Mar 31, 26	+219.65K	0.77%
ADVISOR GROUP HOLDINGS, INC.	463.62K	Mar 31, 26	+116.17K	0.74%
MEANS INVESTMENT CO., INC.	431.89K	Mar 31, 26	+7.06K	0.69%
Opes Wealth Management LLC	372.76K	Mar 31, 26	+188.64K	0.60%
UBS ASSET MANAGEMENT AMERICAS INC	352.99K	Mar 31, 26	+352.99K	0.57%
SAGESPRING WEALTH PARTNERS, LLC	344.46K	Mar 31, 26	-203.96K	0.55%
HighTower Advisors, LLC	330.02K	Mar 31, 26	+10.12K	0.53%
KESTRA PRIVATE WEALTH SERVICES, LLC	318.49K	Mar 31, 26	+33.17K	0.51%
Royal Harbor Partners, LLC	317.83K	Mar 31, 26	+150.01K	0.51%
NewEdge Advisors, LLC	301.35K	Mar 31, 26	+69.98K	0.48%
Eldridge Investment Advisors, Inc.	297.82K	Mar 31, 26	+30.82K	0.48%
Echo Wealth Management, LLC	269.00K	Mar 31, 26	+104.58K	0.43%
WBH ADVISORY INC	251.46K	Mar 31, 26	+68.27K	0.40%
Equitable Holdings, Inc.	250.89K	Mar 31, 26	+152.41K	0.40%
Integrated Wealth Concepts LLC	238.72K	Mar 31, 26	+126.83K	0.38%
CREATIVE FINANCIAL DESIGNS INC /ADV	233.47K	Mar 31, 26	+233.47K	0.37%
AXXCESS WEALTH MANAGEMENT, LLC	228.17K	Mar 31, 26	+27.67K	0.37%
WILEY BROS.-AINTREE CAPITAL, LLC	219.36K	Mar 31, 26	+132.77K	0.35%
Savvy Advisors, Inc.	215.55K	Mar 31, 26	+5.02K	0.35%
Citizens Business Bank	214.25K	Mar 31, 26	+5.20K	0.34%
Ruggaard & Associates LLC	209.02K	Mar 31, 26	+2.29K	0.33%
Goldstone Financial Group, LLC	191.04K	Mar 31, 26	-4.17K	0.31%
VestGen Advisors, LLC	186.67K	Mar 31, 26	+59.41K	0.30%
ROSENBLUM SILVERMAN SUTTON S F INC /CA	171.50K	Mar 31, 26	+13.96K	0.27%
Essex Financial Services, Inc.	170.38K	Mar 31, 26	+12.09K	0.27%
CreativeOne Wealth, LLC	157.76K	Mar 31, 26	+66.58K	0.25%
MGO ONE SEVEN LLC	150.05K	Mar 31, 26	+13.89K	0.24%
GREAT VALLEY ADVISOR GROUP, INC.	147.51K	Mar 31, 26	+11.14K	0.24%
STIFEL FINANCIAL CORP	135.65K	Mar 31, 26	+61.29K	0.22%
IHT Wealth Management, LLC	129.31K	Mar 31, 26	+62.87K	0.21%
Baird Financial Group, Inc.	128.24K	Mar 31, 26	+1.96K	0.21%
NATIXIS ADVISORS, L.P.	128.19K	Mar 31, 26	+41.46K	0.21%
MONETA GROUP INVESTMENT ADVISORS LLC	127.93K	Mar 31, 26	+4.08K	0.20%
MAGNOLIA CAPITAL ADVISORS LLC	125.64K	Mar 31, 26	+125.64K	0.20%
Kestra Advisory Services, LLC	122.70K	Mar 31, 26	-6.27K	0.20%
Insight Wealth Partners, LLC	122.57K	Mar 31, 26	+518	0.20%
HighPoint Advisor Group LLC	119.95K	Mar 31, 26	+3.55K	0.19%
Sanctuary Advisors, LLC	117.99K	Mar 31, 26	-73.46K	0.19%
Kingsview Wealth Management, LLC	109.84K	Mar 31, 26	+52.94K	0.18%
Tandem Financial, LLC	108.20K	Mar 31, 26	+108.20K	0.17%
Sovran Advisors, LLC	99.53K	Mar 31, 26	+4.30K	0.16%
Baer Investment Advisory LLC	99.33K	Mar 31, 26	+99.33K	0.16%
VICTORY FINANCIAL GROUP, LLC	99.33K	Mar 31, 26	+99.33K	0.16%
AE Wealth Management LLC	96.67K	Mar 31, 26	+12.87K	0.15%
Parallel Advisors, LLC	94.61K	Mar 31, 26	+12.03K	0.15%
INNEALTA CAPITAL, LLC	91.45K	Mar 31, 26	+50.79K	0.15%
TBH Global Asset Management, LLC	84.64K	Mar 31, 26	+314	0.14%
Sigma Planning Corp	83.73K	Mar 31, 26	+2.67K	0.13%
Gateway Wealth Partners, LLC	79.67K	Mar 31, 26	+64.88K	0.13%
NATIONAL BANK OF CANADA /FI/	70.71K	Mar 31, 26	+59.92K	0.11%
OmniStar Financial Group, Inc.	69.61K	Mar 31, 26	+14.08K	0.11%
GOLDMAN SACHS GROUP INC	68.90K	Mar 31, 26	+59.38K	0.11%
Ascent Group, LLC	68.71K	Mar 31, 26	+9.07K	0.11%
Ashton Thomas Private Wealth, LLC	68.32K	Mar 31, 26	-1.20K	0.11%
Atria Investments, Inc	66.02K	Mar 31, 26	-950	0.11%
Evernest Financial Advisors, LLC	61.72K	Mar 31, 26	+5.05K	0.10%
CITADEL ADVISORS LLC	60.23K	Mar 31, 26	+41.40K	0.10%
Bleakley Financial Group, LLC	59.80K	Mar 31, 26	+3.13K	0.10%
Robertson Stephens Wealth Management, LLC	58.76K	Mar 31, 26	+3.09K	0.09%
Compass Financial Group, Inc.	58.38K	Mar 31, 26	-974	0.09%
Arkadios Wealth Advisors	56.44K	Mar 31, 26	+56.44K	0.09%
Western Wealth Management, LLC	50.43K	Mar 31, 26	+2.56K	0.08%
WESPAC Advisors, LLC	49.19K	Mar 31, 26	-80.29K	0.08%
Regal Investment Advisors LLC	48.78K	Mar 31, 26	+6.83K	0.08%
Golden State Equity Partners	47.92K	Mar 31, 26	+26.06K	0.08%
FLOW TRADERS U.S. LLC	47.88K	Mar 31, 26	+47.88K	0.08%
Beacon Pointe Advisors, LLC	47.32K	Mar 31, 26	+35.07K	0.08%
SILVERLAKE WEALTH MANAGEMENT LLC	46.03K	Mar 31, 26	+4.56K	0.07%
USAdvisors Wealth Management, LLC	41.91K	Mar 31, 26	+617	0.07%
ASSETMARK, INC	40.26K	Mar 31, 26	+292	0.06%
Archer Investment Corp	40.25K	Mar 31, 26	+10.62K	0.06%
Legacy Wealth Managment, LLC/ID	37.94K	Mar 31, 26	+2.74K	0.06%
GWN SECURITIES INC.	36.46K	Mar 31, 26	+3.33K	0.06%
TD Waterhouse Canada Inc.	36.32K	Mar 31, 26	+15.02K	0.06%
Prime Capital Investment Advisors, LLC	35.85K	Mar 31, 26	+7.81K	0.06%
Colony Group, LLC	34.10K	Mar 31, 26	+21.23K	0.05%
Wayfinding Financial, LLC	29.38K	Mar 31, 26	+1.37K	0.05%
MCDONALD PARTNERS LLC	28.89K	Mar 31, 26	+16.88K	0.05%
RETIREMENT INCOME SOLUTIONS, INC	28.37K	Mar 31, 26	+19.46K	0.05%
Auxano Advisors, LLC	28.26K	Mar 31, 26	+23.07K	0.05%
TRUIST FINANCIAL CORP	26.71K	Mar 31, 26	-1.33K	0.04%
Yukon Wealth Management, Inc.	24.84K	Mar 31, 26	+24.84K	0.04%
Sterling Investment Advisors, Ltd.	24.41K	Mar 31, 26	--	0.04%
AVAII WEALTH MANAGEMENT, LLC	24.05K	Mar 31, 26	-2.83K	0.04%
Betterment LLC	23.36K	Mar 31, 26	+16.32K	0.04%
LAKE STREET FINANCIAL LLC	22.04K	Mar 31, 26	+2.13K	0.04%
WCG Wealth Advisors LLC	20.26K	Mar 31, 26	+182	0.03%
GeoWealth Management, LLC	20.13K	Mar 31, 26	+7.75K	0.03%
Heritage Wealth Management, Inc.	19.20K	Mar 31, 26	+4.44K	0.03%
DAYMARK WEALTH PARTNERS, LLC	17.74K	Mar 31, 26	+17.74K	0.03%
AQR CAPITAL MANAGEMENT LLC	17.37K	Mar 31, 26	-4.31K	0.03%
Stratos Wealth Partners, LTD.	17.22K	Mar 31, 26	+4.21K	0.03%
Belpointe Asset Management LLC	16.94K	Mar 31, 26	+16.94K	0.03%
TWIN PEAKS WEALTH ADVISORS, LLC	16.85K	Mar 31, 26	-461	0.03%
PRIVATE TRUST CO NA	16.18K	Mar 31, 26	+1.64K	0.03%
PINNACLE ASSOCIATES LTD	16.13K	Mar 31, 26	+2.56K	0.03%
Holistic Planning, LLC	15.52K	Mar 31, 26	+8.34K	0.02%
Visionary Wealth Advisors	14.88K	Mar 31, 26	+2.57K	0.02%
Strategic Financial Concepts, LLC	14.58K	Mar 31, 26	+4.38K	0.02%
Pinnacle Wealth Management Advisory Group, LLC	13.25K	Mar 31, 26	+2.09K	0.02%
Triad Wealth Partners, LLC	12.06K	Mar 31, 26	+797	0.02%
Ancora Advisors, LLC	11.86K	Mar 31, 26	--	0.02%
SCOTIA CAPITAL INC.	11.76K	Mar 31, 26	+11.76K	0.02%
BANK OF MONTREAL /CAN/	11.76K	Mar 31, 26	+4.12K	0.02%
Northwest Financial Advisors	11.33K	Mar 31, 26	+11.33K	0.02%
FIFTH THIRD BANCORP	10.75K	Mar 31, 26	+10.75K	0.02%
Beaumont Financial Advisors, LLC	9.84K	Mar 31, 26	-1.88K	0.02%
Resolute Wealth Strategies, LLC	9.72K	Mar 31, 26	+2.00K	0.02%
Summit Wealth Partners, LLC	9.60K	Mar 31, 26	--	0.02%
Inspire Advisors, LLC	9.40K	Mar 31, 26	-6.63K	0.02%
Beckerman Institutional, LLC	9.31K	Mar 31, 26	+3	0.01%
Galvin, Gaustad & Stein, LLC	9.13K	Mar 31, 26	+9.13K	0.01%
Geneos Wealth Management Inc.	8.53K	Mar 31, 26	+3.29K	0.01%
PRINCIPAL SECURITIES, INC.	8.44K	Mar 31, 26	+1.50K	0.01%
Vienna Asset Management LLC	7.87K	Mar 31, 26	-5.99K	0.01%
SUTTON PLACE INVESTORS LLC	7.84K	Mar 31, 26	-16	0.01%
Coordinated Financial Services, Inc.	7.48K	Mar 31, 26	+200	0.01%
Atomi Financial Group, Inc.	7.43K	Mar 31, 26	+7.43K	0.01%
Weaver Consulting Group	7.38K	Mar 31, 26	+811	0.01%
Greykasell Wealth Strategies, Inc.	6.60K	Mar 31, 26	+5	0.01%
Simplicity Wealth,LLC	6.52K	Mar 31, 26	+422	0.01%
Plan Group Financial, LLC	6.32K	Mar 31, 26	+83	0.01%
Concurrent Investment Advisors, LLC	6.09K	Mar 31, 26	+6.09K	0.01%
Pensionmark Financial Group, LLC	5.82K	Mar 31, 26	+1.22K	0.01%
MORGAN STANLEY	5.59K	Mar 31, 26	+2.92K	0.01%
Petros Family Wealth, LLC	5.48K	Mar 31, 26	-175	0.01%
Prospect Financial Services LLC	4.98K	Mar 31, 26	+505	0.01%
Quadrant Private Wealth Management, LLC	4.90K	Mar 31, 26	--	0.01%
Latitude Advisors, LLC	4.85K	Mar 31, 26	+254	0.01%
Sequent Planning LLC	4.71K	Mar 31, 26	+4.71K	0.01%
WNY Asset Management, LLC	4.69K	Mar 31, 26	+4.69K	0.01%
Kestra Investment Management, LLC	4.37K	Mar 31, 26	-4.60K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.24K	Mar 31, 26	+4.15K	0.01%
Shared Vision Wealth Group LLC	4.20K	Mar 31, 26	+4.20K	0.01%
Semus Wealth Partners LLC	4.09K	Mar 31, 26	+98	0.01%
Cerity Partners LLC	4.01K	Mar 31, 26	-13.05K	0.01%
O'ROURKE & COMPANY, Inc	3.74K	Mar 31, 26	+3.74K	0.01%
Advisory Services Network, LLC	3.51K	Mar 31, 26	+3.51K	0.01%
Rockefeller Capital Management L.P.	1.60K	Mar 31, 26	-568	0.00%
Balentine LLC	1.44K	Mar 31, 26	-9.93K	0.00%
Cornerstone Planning Group LLC	1.41K	Mar 31, 26	+716	0.00%
Steward Partners Investment Advisory, LLC	1.40K	Mar 31, 26	+14	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.21K	Mar 31, 26	--	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	1.21K	Mar 31, 26	+937	0.00%
Clearstead Advisors, LLC	1.07K	Mar 31, 26	--	0.00%
N.E.W. Advisory Services LLC	1.00K	Mar 31, 26	+1.00K	0.00%
Transamerica Financial Advisors, Inc.	971	Mar 31, 26	-1.65K	0.00%
Aptus Capital Advisors, LLC	618	Mar 31, 26	-184	0.00%
Capital Analysts, LLC	523	Mar 31, 26	+417	0.00%
RICHARDSON FINANCIAL SERVICES INC.	493	Mar 31, 26	-5	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	483	Mar 31, 26	-452	0.00%
Bernard Wealth Management Corp.	225	Mar 31, 26	--	0.00%
MAI Capital Management	200	Mar 31, 26	+200	0.00%
Sunbelt Securities, Inc.	119	Mar 31, 26	+119	0.00%
Colonial Trust Co / SC	79	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	6	Mar 31, 26	+6	0.00%
Root Financial Partners, LLC	--	Mar 31, 26	-1.76K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Mar 31, 26	-35	--
MidAtlantic Capital Management, Inc.	--	Mar 31, 26	-2.91K	--
SIGNATUREFD, LLC	--	Mar 31, 26	-750	--
MCF Advisors LLC	--	Mar 31, 26	-325	--
Fairway Wealth LLC	--	Mar 31, 26	-643	--
William B. Walkup & Associates, Inc.	--	Mar 31, 26	-201	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-21.72K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-30.98K	--
Kure Advisory, LLC	--	Mar 31, 26	-3.99K	--
IFG Advisory, LLC	--	Mar 31, 26	-79.88K	--
Global Retirement Partners, LLC	176.23K	Dec 31, 25	+31.81K	0.28%
ORG Partners LLC	23.86K	Dec 31, 25	+2.45K	0.04%
High Falls Advisors, Inc	4.54K	Dec 31, 25	+218	0.01%
COMERICA BANK	187	Dec 31, 25	+187	0.00%
Defined Financial Planning LLC	74.54K	Sep 30, 25	+11.63K	0.12%
Tyler-Stone Wealth Management	102.71K	Jun 30, 25	+2.03K	0.16%
Martin Worley Group	89.95K	Jun 30, 25	+12.00K	0.14%
Legacy Investment Solutions, LLC	41.46K	Jun 30, 25	+41.46K	0.07%
Waypoint Wealth Partners Inc.	8.19K	Jun 30, 25	+8.19K	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-10.84K	--
Aveo Capital Partners, LLC	129.61K	Mar 31, 25	+8.07K	0.21%
Coordinated Financial Services, Inc./CO	7.85K	Mar 31, 25	+7.85K	0.01%
Householder Group Estate & Retirement Specialist, LLC	532	Dec 31, 24	--	0.00%
FinTrust Capital Advisors, LLC	32.39K	Sep 30, 24	+10.42K	0.05%
InterOcean Capital Group, LLC	7.19K	Mar 31, 24	+7.19K	0.01%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

BALDWIN BROTHERS LLC/MA

1.47M

Jun 30, 26

+865

2.35%

LVZ, Inc.

964.91K

Jun 30, 26

-2.11K

1.55%

Essex LLC

798.17K

Jun 30, 26

+127.84K

1.28%

Intrua Financial, LLC

742.48K

Jun 30, 26

+13.13K

1.19%

Arlington Financial Advisors, LLC

719.46K

Jun 30, 26

+19.95K

1.15%

LIFELONG WEALTH ADVISORS, INC.

699.07K

Jun 30, 26

+29.78K

1.12%

Spire Wealth Management

633.75K

Jun 30, 26

-17.26K

1.02%

CGC Financial Services, LLC

555.63K

Jun 30, 26

+15.75K

0.89%

D.A. DAVIDSON & CO.

553.39K

Jun 30, 26

+15.14K

0.89%

KWB Wealth

388.59K

Jun 30, 26

+116.24K

0.62%

Pine Valley Investments Ltd Liability Co

362.47K

Jun 30, 26

+22.57K

0.58%

Vawter Financial, Ltd.

360.26K

Jun 30, 26

+15.81K

0.58%

AdvisorNet Financial, Inc

358.63K

Jun 30, 26

+228.06K

0.57%

Capital Investment Advisory Services, LLC

355.63K

Jun 30, 26

-25.22K

0.57%

Wright Fund Management, LLC

351.70K

Jun 30, 26

0.56%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

342.24K

Jun 30, 26

+14.20K

0.55%

Choice Wealth Advisors, LLC

341.07K

Jun 30, 26

+13.15K

0.55%

Echo Wealth Management, LLC

291.12K

Jun 30, 26

+22.11K

0.47%

CGN Advisors LLC

290.49K

Jun 30, 26

-2.31K

0.47%

Pinnacle Wealth Management, LLC

285.45K

Jun 30, 26

+115

0.46%

Independence Asset Advisors, LLC

279.41K

Jun 30, 26

+21

0.45%

PARK AVENUE SECURITIES LLC

254.89K

Jun 30, 26

+98.45K

0.41%

Capital Advisors Wealth Management, LLC

235.62K

Jun 30, 26

+7.77K

0.38%

Cobblestone Asset Management LLC

230.25K

Jun 30, 26

+52.39K

0.37%

RIVERSEDGE ADVISORS, LLC

223.37K

Jun 30, 26

+1.94K

0.36%

AGH Wealth Advisors, LLC

177.41K

Jun 30, 26

+11.57K

0.28%

Farther Finance Advisors, LLC

173.53K

Jun 30, 26

+64.32K

0.28%

Prospera Financial Services Inc

156.40K

Jun 30, 26

+17.98K

0.25%

Guided Capital Wealth Management, LLC

156.10K

Jun 30, 26

-6.27K

0.25%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

151.96K

Jun 30, 26

+16.01K

0.24%

Centurion Wealth Management LLC

145.93K

Jun 30, 26

-33.48K

0.23%

Cooper Financial Group

137.65K

Jun 30, 26

+4.69K

0.22%

ERn Financial, LLC

109.60K

Jun 30, 26

+6.95K

0.18%

MATTERN CAPITAL MANAGEMENT, LLC

107.95K

Jun 30, 26

-385

0.17%

YARGER WEALTH STRATEGIES, LLC

107.55K

Jun 30, 26

-15.92K

0.17%

Gallacher Capital Management LLC

107.00K

Jun 30, 26

-21.51K

0.17%

OPTIMA CAPITAL LLC

105.46K

Jun 30, 26

+5.82K

0.17%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

96.90K

Jun 30, 26

+8.44K

0.16%

IFP Advisors, Inc

94.10K

Jun 30, 26

+13.59K

0.15%

Avondale Wealth Management

89.41K

Jun 30, 26

-2.11K

0.14%

Bank of New Hampshire

86.41K

Jun 30, 26

+47.39K

0.14%

Fiduciary Alliance LLC

83.50K

Jun 30, 26

+3.35K

0.13%

New Capital Management LP

82.07K

Jun 30, 26

+923

0.13%

Cedar Mountain Advisors, LLC

81.63K

Jun 30, 26

+20.86K

0.13%

MASSMUTUAL TRUST CO FSB/ADV

70.47K

Jun 30, 26

+21.64K

0.11%

Foster Victor Wealth Advisors, LLC

59.27K

Jun 30, 26

+1.81K

0.09%

GGM Financials LLC

52.65K

Jun 30, 26

-2.33K

0.08%

LOCKERMAN FINANCIAL GROUP, INC.

46.84K

Jun 30, 26

+22.08K

0.08%

Madison Park Capital Advisors, LLC

35.90K

Jun 30, 26

+21.02K

0.06%

FIFTH THIRD SECURITIES, INC.

34.67K

Jun 30, 26

+7.05K

0.06%

Acropolis Investment Management, LLC

33.60K

Jun 30, 26

+33.60K

0.05%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

30.55K

Jun 30, 26

+13.36K

0.05%

KELLY FINANCIAL GROUP LLC

29.99K

Jun 30, 26

+22.84K

0.05%

Ignite Planners, LLC

29.54K

Jun 30, 26

+5.69K

0.05%

Sequoia Financial Advisors, LLC

29.17K

Jun 30, 26

-27.08K

0.05%

Aurdan Capital Management, LLC

27.59K

Jun 30, 26

+835

0.04%

TrueWealth Advisors, LLC

26.24K

Jun 30, 26

+2.02K

0.04%

Envestnet Portfolio Solutions, Inc.

25.73K

Jun 30, 26

+17.31K

0.04%

Purus Wealth Management, LLC

25.40K

Jun 30, 26

+9.93K

0.04%

Herold Advisors, Inc.

24.36K

Jun 30, 26

+11.34K

0.04%

Farrell Financial LLC

24.35K

Jun 30, 26

+3.95K

0.04%

SHEETS SMITH WEALTH MANAGEMENT

20.82K

Jun 30, 26

+5.68K

0.03%

J.W. COLE ADVISORS, INC.

20.65K

Jun 30, 26

+20.65K

0.03%

UNIQUE WEALTH, LLC

19.82K

Jun 30, 26

+13.76K

0.03%

HICKS CAPITAL MANAGEMENT LLC

16.96K

Jun 30, 26

+338

0.03%

Fortis Group Advisors, LLC

16.50K

Jun 30, 26

-598

0.03%

5T Wealth, LLC

16.28K

Jun 30, 26

+8.22K

0.03%

Total Clarity Wealth Management, Inc.

15.51K

Jun 30, 26

-829

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

15.26K

Jun 30, 26

+15.26K

0.02%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

13.77K

Jun 30, 26

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

13.24K

Jun 30, 26

-161

0.02%

MN Wealth Advisors, LLC

11.44K

Jun 30, 26

-2.77K

0.02%

BENJAMIN EDWARDS INC

10.99K

Jun 30, 26

+129

0.02%

CHAPIN DAVIS, INC.

10.91K

Jun 30, 26

0.02%

J. L. Bainbridge & Co., Inc.

10.70K

Jun 30, 26

+10.70K

0.02%

Dynamic Advisor Solutions LLC

9.52K

Jun 30, 26

-720

0.02%

RCS Financial Planning, LLC

9.21K

Jun 30, 26

+98

0.01%

FIRETHORN WEALTH PARTNERS, LLC

8.85K

Jun 30, 26

+2.35K

0.01%

PRESILIUM PRIVATE WEALTH, LLC

7.59K

Jun 30, 26

+7.59K

0.01%

XY Planning Network, Inc.

7.58K

Jun 30, 26

+7.58K

0.01%

CRA Financial Services, LLC

7.53K

Jun 30, 26

0.01%

ENCOMPASS WEALTH ADVISORS, LLC

7.07K

Jun 30, 26

+7.07K

0.01%

Cambridge Advisors Inc.

6.01K

Jun 30, 26

+185

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

5.93K

Jun 30, 26

+441

0.01%

Newman Dignan & Sheerar, Inc.

5.92K

Jun 30, 26

0.01%

Golden State Wealth Management, LLC

5.90K

Jun 30, 26

+65

0.01%

Bond & Devick Financial Network, Inc.

4.57K

Jun 30, 26

+481

0.01%

Y-Intercept (Hong Kong) Ltd

3.87K

Jun 30, 26

+3.87K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

2.07K

Jun 30, 26

-3.06K

0.00%

JFS WEALTH ADVISORS, LLC

1.83K

Jun 30, 26

0.00%

LGT Financial Advisors LLC

1.18K

Jun 30, 26

+118

0.00%

BIRCHBROOK, INC.

295

Jun 30, 26

+295

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

164

Jun 30, 26

+164

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

+40

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

-356

Ronald Blue Trust, Inc.

Jun 30, 26

-19.51K

Fortitude Financial, LLC

Jun 30, 26

-8.15K

PEAK FINANCIAL ADVISORS LLC

Jun 30, 26

-259.41K

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-28.30K

Focus Financial Network, Inc.

Jun 30, 26

-88.99K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-253.55K

Westmount Partners, LLC

Jun 30, 26

-11.00K

RFG Advisory, LLC

Jun 30, 26

-81.67K

Bright Futures Wealth Management, LLC.

Jun 30, 26

-4.00K

Richard P Slaughter Associates Inc

Jun 30, 26

-15.73K

LPL Financial LLC

16.89M

Mar 31, 26

+3.77M

27.05%

Allworth Financial LP

6.13M

Mar 31, 26

+128.55K

9.82%

AMERIPRISE FINANCIAL INC

5.81M

Mar 31, 26

+2.01M

9.30%

JPMORGAN CHASE & CO

5.81M

Mar 31, 26

+2.69M

9.30%

CAPTRUST FINANCIAL ADVISORS

5.14M

Mar 31, 26

+518.08K

8.24%

BANK OF AMERICA CORP /DE/

4.22M

Mar 31, 26

+1.35M

6.76%

Cetera Investment Advisers

3.83M

Mar 31, 26

+820.56K

6.14%

ENVESTNET ASSET MANAGEMENT INC

3.68M

Mar 31, 26

+1.03M

5.90%

Private Advisor Group, LLC

3.56M

Mar 31, 26

+925.03K

5.69%

RAYMOND JAMES FINANCIAL INC

2.51M

Mar 31, 26

+1.12M

4.02%

ROYAL BANK OF CANADA

2.44M

Mar 31, 26

+956.65K

3.91%

Janney Montgomery Scott LLC

2.17M

Mar 31, 26

+115.54K

3.48%

Diversified Portfolios, Inc.

1.99M

Mar 31, 26

+65.94K

3.18%

Summit Financial, LLC

1.66M

Mar 31, 26

+304.17K

2.66%

Bridgewater Advisors Inc.

1.62M

Mar 31, 26

+376.27K

2.60%

COMMONWEALTH EQUITY SERVICES, LLC

1.58M

Mar 31, 26

+229.92K

2.53%

Vestmark Advisory Solutions, Inc.

1.50M

Mar 31, 26

+88.92K

2.40%

Berger Financial Group, Inc

1.44M

Mar 31, 26

+112.59K

2.31%

Independent Advisor Alliance

1.43M

Mar 31, 26

+1.43M

2.29%

WELLS FARGO & COMPANY/MN

1.34M

Mar 31, 26

+850.81K

2.15%

CWM, LLC

1.32M

Mar 31, 26

+145.19K

2.12%

JONES FINANCIAL COMPANIES LLLP

1.27M

Mar 31, 26

+436.48K

2.04%

MML INVESTORS SERVICES, LLC

1.25M

Mar 31, 26

-146.74K

2.01%

IAG Wealth Partners, LLC

1.11M

Mar 31, 26

-91.22K

1.78%

Peterson Wealth Advisors, LLC

893.55K

Mar 31, 26

+15.26K

1.43%

StoneX Group Inc.

807.30K

Mar 31, 26

-150.23K

1.29%

Larson Financial Group LLC

724.58K

Mar 31, 26

+116.00K

1.16%

Dynasty Wealth Management, LLC

677.10K

Mar 31, 26

+203.58K

1.08%

Cambridge Investment Research Advisors, Inc.

627.02K

Mar 31, 26

+15.99K

1.00%

Pallas Capital Advisors LLC

626.24K

Mar 31, 26

-57.18K

1.00%

HARBOUR INVESTMENTS, INC.

606.25K

Mar 31, 26

+451.16K

0.97%

UBS Group AG

578.36K

Mar 31, 26

+528.80K

0.93%

NewEdge Wealth, LLC

577.36K

Mar 31, 26

+96.28K

0.92%

FMR LLC

538.99K

Mar 31, 26

+24.82K

0.86%

Mariner, LLC

483.31K

Mar 31, 26

+219.65K

0.77%

ADVISOR GROUP HOLDINGS, INC.

463.62K

Mar 31, 26

+116.17K

0.74%

MEANS INVESTMENT CO., INC.

431.89K

Mar 31, 26

+7.06K

0.69%

Opes Wealth Management LLC

372.76K

Mar 31, 26

+188.64K

0.60%

UBS ASSET MANAGEMENT AMERICAS INC

352.99K

Mar 31, 26

+352.99K

0.57%

SAGESPRING WEALTH PARTNERS, LLC

344.46K

Mar 31, 26

-203.96K

0.55%

HighTower Advisors, LLC

330.02K

Mar 31, 26

+10.12K

0.53%

KESTRA PRIVATE WEALTH SERVICES, LLC

318.49K

Mar 31, 26

+33.17K

0.51%

Royal Harbor Partners, LLC

317.83K

Mar 31, 26

+150.01K

0.51%

NewEdge Advisors, LLC

301.35K

Mar 31, 26

+69.98K

0.48%

Eldridge Investment Advisors, Inc.

297.82K

Mar 31, 26

+30.82K

0.48%

Echo Wealth Management, LLC

269.00K

Mar 31, 26

+104.58K

0.43%

WBH ADVISORY INC

251.46K

Mar 31, 26

+68.27K

0.40%

Equitable Holdings, Inc.

250.89K

Mar 31, 26

+152.41K

0.40%

Integrated Wealth Concepts LLC

238.72K

Mar 31, 26

+126.83K

0.38%

CREATIVE FINANCIAL DESIGNS INC /ADV

233.47K

Mar 31, 26

+233.47K

0.37%

AXXCESS WEALTH MANAGEMENT, LLC

228.17K

Mar 31, 26

+27.67K

0.37%

WILEY BROS.-AINTREE CAPITAL, LLC

219.36K

Mar 31, 26

+132.77K

0.35%

Savvy Advisors, Inc.

215.55K

Mar 31, 26

+5.02K

0.35%

Citizens Business Bank

214.25K

Mar 31, 26

+5.20K

0.34%

Ruggaard & Associates LLC

209.02K

Mar 31, 26

+2.29K

0.33%

Goldstone Financial Group, LLC

191.04K

Mar 31, 26

-4.17K

0.31%

VestGen Advisors, LLC

186.67K

Mar 31, 26

+59.41K

0.30%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

171.50K

Mar 31, 26

+13.96K

0.27%

Essex Financial Services, Inc.

170.38K

Mar 31, 26

+12.09K

0.27%

CreativeOne Wealth, LLC

157.76K

Mar 31, 26

+66.58K

0.25%

MGO ONE SEVEN LLC

150.05K

Mar 31, 26

+13.89K

0.24%

GREAT VALLEY ADVISOR GROUP, INC.

147.51K

Mar 31, 26

+11.14K

0.24%

STIFEL FINANCIAL CORP

135.65K

Mar 31, 26

+61.29K

0.22%

IHT Wealth Management, LLC

129.31K

Mar 31, 26

+62.87K

0.21%

Baird Financial Group, Inc.

128.24K

Mar 31, 26

+1.96K

0.21%

NATIXIS ADVISORS, L.P.

128.19K

Mar 31, 26

+41.46K

0.21%

MONETA GROUP INVESTMENT ADVISORS LLC

127.93K

Mar 31, 26

+4.08K

0.20%

MAGNOLIA CAPITAL ADVISORS LLC

125.64K

Mar 31, 26

+125.64K

0.20%

Kestra Advisory Services, LLC

122.70K

Mar 31, 26

-6.27K

0.20%

Insight Wealth Partners, LLC

122.57K

Mar 31, 26

+518

0.20%

HighPoint Advisor Group LLC

119.95K

Mar 31, 26

+3.55K

0.19%

Sanctuary Advisors, LLC

117.99K

Mar 31, 26

-73.46K

0.19%

Kingsview Wealth Management, LLC

109.84K

Mar 31, 26

+52.94K

0.18%

Tandem Financial, LLC

108.20K

Mar 31, 26

+108.20K

0.17%

Sovran Advisors, LLC

99.53K

Mar 31, 26

+4.30K

0.16%

Baer Investment Advisory LLC

99.33K

Mar 31, 26

+99.33K

0.16%

VICTORY FINANCIAL GROUP, LLC

99.33K

Mar 31, 26

+99.33K

0.16%

AE Wealth Management LLC

96.67K

Mar 31, 26

+12.87K

0.15%

Parallel Advisors, LLC

94.61K

Mar 31, 26

+12.03K

0.15%

INNEALTA CAPITAL, LLC

91.45K

Mar 31, 26

+50.79K

0.15%

TBH Global Asset Management, LLC

84.64K

Mar 31, 26

+314

0.14%

Sigma Planning Corp

83.73K

Mar 31, 26

+2.67K

0.13%

Gateway Wealth Partners, LLC

79.67K

Mar 31, 26

+64.88K

0.13%

NATIONAL BANK OF CANADA /FI/

70.71K

Mar 31, 26

+59.92K

0.11%

OmniStar Financial Group, Inc.

69.61K

Mar 31, 26

+14.08K

0.11%

GOLDMAN SACHS GROUP INC

68.90K

Mar 31, 26

+59.38K

0.11%

Ascent Group, LLC

68.71K

Mar 31, 26

+9.07K

0.11%

Ashton Thomas Private Wealth, LLC

68.32K

Mar 31, 26

-1.20K

0.11%

Atria Investments, Inc

66.02K

Mar 31, 26

-950

0.11%

Evernest Financial Advisors, LLC

61.72K

Mar 31, 26

+5.05K

0.10%

CITADEL ADVISORS LLC

60.23K

Mar 31, 26

+41.40K

0.10%

Bleakley Financial Group, LLC

59.80K

Mar 31, 26

+3.13K

0.10%

Robertson Stephens Wealth Management, LLC

58.76K

Mar 31, 26

+3.09K

0.09%

Compass Financial Group, Inc.

58.38K

Mar 31, 26

-974

0.09%

Arkadios Wealth Advisors

56.44K

Mar 31, 26

+56.44K

0.09%

Western Wealth Management, LLC

50.43K

Mar 31, 26

+2.56K

0.08%

WESPAC Advisors, LLC

49.19K

Mar 31, 26

-80.29K

0.08%

Regal Investment Advisors LLC

48.78K

Mar 31, 26

+6.83K

0.08%

Golden State Equity Partners

47.92K

Mar 31, 26

+26.06K

0.08%

FLOW TRADERS U.S. LLC

47.88K

Mar 31, 26

+47.88K

0.08%

Beacon Pointe Advisors, LLC

47.32K

Mar 31, 26

+35.07K

0.08%

SILVERLAKE WEALTH MANAGEMENT LLC

46.03K

Mar 31, 26

+4.56K

0.07%

USAdvisors Wealth Management, LLC

41.91K

Mar 31, 26

+617

0.07%

ASSETMARK, INC

40.26K

Mar 31, 26

+292

0.06%

Archer Investment Corp

40.25K

Mar 31, 26

+10.62K

0.06%

Legacy Wealth Managment, LLC/ID

37.94K

Mar 31, 26

+2.74K

0.06%

GWN SECURITIES INC.

36.46K

Mar 31, 26

+3.33K

0.06%

TD Waterhouse Canada Inc.

36.32K

Mar 31, 26

+15.02K

0.06%

Prime Capital Investment Advisors, LLC

35.85K

Mar 31, 26

+7.81K

0.06%

Colony Group, LLC

34.10K

Mar 31, 26

+21.23K

0.05%

Wayfinding Financial, LLC

29.38K

Mar 31, 26

+1.37K

0.05%

MCDONALD PARTNERS LLC

28.89K

Mar 31, 26

+16.88K

0.05%

RETIREMENT INCOME SOLUTIONS, INC

28.37K

Mar 31, 26

+19.46K

0.05%

Auxano Advisors, LLC

28.26K

Mar 31, 26

+23.07K

0.05%

TRUIST FINANCIAL CORP

26.71K

Mar 31, 26

-1.33K

0.04%

Yukon Wealth Management, Inc.

24.84K

Mar 31, 26

+24.84K

0.04%

Sterling Investment Advisors, Ltd.

24.41K

Mar 31, 26

0.04%

AVAII WEALTH MANAGEMENT, LLC

24.05K

Mar 31, 26

-2.83K

0.04%

Betterment LLC

23.36K

Mar 31, 26

+16.32K

0.04%

LAKE STREET FINANCIAL LLC

22.04K

Mar 31, 26

+2.13K

0.04%

WCG Wealth Advisors LLC

20.26K

Mar 31, 26

+182

0.03%

GeoWealth Management, LLC

20.13K

Mar 31, 26

+7.75K

0.03%

Heritage Wealth Management, Inc.

19.20K

Mar 31, 26

+4.44K

0.03%

DAYMARK WEALTH PARTNERS, LLC

17.74K

Mar 31, 26

+17.74K

0.03%

AQR CAPITAL MANAGEMENT LLC

17.37K

Mar 31, 26

-4.31K

0.03%

Stratos Wealth Partners, LTD.

17.22K

Mar 31, 26

+4.21K

0.03%

Belpointe Asset Management LLC

16.94K

Mar 31, 26

+16.94K

0.03%

TWIN PEAKS WEALTH ADVISORS, LLC

16.85K

Mar 31, 26

-461

0.03%

PRIVATE TRUST CO NA

16.18K

Mar 31, 26

+1.64K

0.03%

PINNACLE ASSOCIATES LTD

16.13K

Mar 31, 26

+2.56K

0.03%

Holistic Planning, LLC

15.52K

Mar 31, 26

+8.34K

0.02%

Visionary Wealth Advisors

14.88K

Mar 31, 26

+2.57K

0.02%

Strategic Financial Concepts, LLC

14.58K

Mar 31, 26

+4.38K

0.02%

Pinnacle Wealth Management Advisory Group, LLC

13.25K

Mar 31, 26

+2.09K

0.02%

Triad Wealth Partners, LLC

12.06K

Mar 31, 26

+797

0.02%

Ancora Advisors, LLC

11.86K

Mar 31, 26

0.02%

SCOTIA CAPITAL INC.

11.76K

Mar 31, 26

+11.76K

0.02%

BANK OF MONTREAL /CAN/

11.76K

Mar 31, 26

+4.12K

0.02%

Northwest Financial Advisors

11.33K

Mar 31, 26

+11.33K

0.02%

FIFTH THIRD BANCORP

10.75K

Mar 31, 26

+10.75K

0.02%

Beaumont Financial Advisors, LLC

9.84K

Mar 31, 26

-1.88K

0.02%

Resolute Wealth Strategies, LLC

9.72K

Mar 31, 26

+2.00K

0.02%

Summit Wealth Partners, LLC

9.60K

Mar 31, 26

0.02%

Inspire Advisors, LLC

9.40K

Mar 31, 26

-6.63K

0.02%

Beckerman Institutional, LLC

9.31K

Mar 31, 26

0.01%

Galvin, Gaustad & Stein, LLC

9.13K

Mar 31, 26

+9.13K

0.01%

Geneos Wealth Management Inc.

8.53K

Mar 31, 26

+3.29K

0.01%

PRINCIPAL SECURITIES, INC.

8.44K

Mar 31, 26

+1.50K

0.01%

Vienna Asset Management LLC

7.87K

Mar 31, 26

-5.99K

0.01%

SUTTON PLACE INVESTORS LLC

7.84K

Mar 31, 26

-16

0.01%

Coordinated Financial Services, Inc.

7.48K

Mar 31, 26

+200

0.01%

Atomi Financial Group, Inc.

7.43K

Mar 31, 26

+7.43K

0.01%

Weaver Consulting Group

7.38K

Mar 31, 26

+811

0.01%

Greykasell Wealth Strategies, Inc.

6.60K

Mar 31, 26

0.01%

Simplicity Wealth,LLC

6.52K

Mar 31, 26

+422

0.01%

Plan Group Financial, LLC

6.32K

Mar 31, 26

+83

0.01%

Concurrent Investment Advisors, LLC

6.09K

Mar 31, 26

+6.09K

0.01%

Pensionmark Financial Group, LLC

5.82K

Mar 31, 26

+1.22K

0.01%

MORGAN STANLEY

5.59K

Mar 31, 26

+2.92K

0.01%

Petros Family Wealth, LLC

5.48K

Mar 31, 26

-175

0.01%

Prospect Financial Services LLC

4.98K

Mar 31, 26

+505

0.01%

Quadrant Private Wealth Management, LLC

4.90K

Mar 31, 26

0.01%

Latitude Advisors, LLC

4.85K

Mar 31, 26

+254

0.01%

Sequent Planning LLC

4.71K

Mar 31, 26

+4.71K

0.01%

WNY Asset Management, LLC

4.69K

Mar 31, 26

+4.69K

0.01%

Kestra Investment Management, LLC

4.37K

Mar 31, 26

-4.60K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.24K

Mar 31, 26

+4.15K

0.01%

Shared Vision Wealth Group LLC

4.20K

Mar 31, 26

+4.20K

0.01%

Semus Wealth Partners LLC

4.09K

Mar 31, 26

+98

0.01%

Cerity Partners LLC

4.01K

Mar 31, 26

-13.05K

0.01%

O'ROURKE & COMPANY, Inc

3.74K

Mar 31, 26

+3.74K

0.01%

Advisory Services Network, LLC

3.51K

Mar 31, 26

+3.51K

0.01%

Rockefeller Capital Management L.P.

1.60K

Mar 31, 26

-568

0.00%

Balentine LLC

1.44K

Mar 31, 26

-9.93K

0.00%

Cornerstone Planning Group LLC

1.41K

Mar 31, 26

+716

0.00%

Steward Partners Investment Advisory, LLC

1.40K

Mar 31, 26

+14

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.21K

Mar 31, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

1.21K

Mar 31, 26

+937

0.00%

Clearstead Advisors, LLC

1.07K

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

1.00K

Mar 31, 26

+1.00K

0.00%

Transamerica Financial Advisors, Inc.

971

Mar 31, 26

-1.65K

0.00%

Aptus Capital Advisors, LLC

618

Mar 31, 26

-184

0.00%

Capital Analysts, LLC

523

Mar 31, 26

+417

0.00%

RICHARDSON FINANCIAL SERVICES INC.

493

Mar 31, 26

-5

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

483

Mar 31, 26

-452

0.00%

Bernard Wealth Management Corp.

225

Mar 31, 26

0.00%

MAI Capital Management

200

Mar 31, 26

+200

0.00%

Sunbelt Securities, Inc.

119

Mar 31, 26

+119

0.00%

Colonial Trust Co / SC

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

-1.76K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-35

MidAtlantic Capital Management, Inc.

Mar 31, 26

-2.91K

SIGNATUREFD, LLC

Mar 31, 26

-750

MCF Advisors LLC

Mar 31, 26

-325

Fairway Wealth LLC

Mar 31, 26

-643

William B. Walkup & Associates, Inc.

Mar 31, 26

-201

Coppell Advisory Solutions LLC

Mar 31, 26

-21.72K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-30.98K

Kure Advisory, LLC

Mar 31, 26

-3.99K

IFG Advisory, LLC

Mar 31, 26

-79.88K

Global Retirement Partners, LLC

176.23K

Dec 31, 25

+31.81K

0.28%

ORG Partners LLC

23.86K

Dec 31, 25

+2.45K

0.04%

High Falls Advisors, Inc

4.54K

Dec 31, 25

+218

0.01%

COMERICA BANK

187

Dec 31, 25

+187

0.00%

Defined Financial Planning LLC

74.54K

Sep 30, 25

+11.63K

0.12%

Tyler-Stone Wealth Management

102.71K

Jun 30, 25

+2.03K

0.16%

Martin Worley Group

89.95K

Jun 30, 25

+12.00K

0.14%

Legacy Investment Solutions, LLC

41.46K

Jun 30, 25

+41.46K

0.07%

Waypoint Wealth Partners Inc.

8.19K

Jun 30, 25

+8.19K

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-10.84K

Aveo Capital Partners, LLC

129.61K

Mar 31, 25

+8.07K

0.21%

Coordinated Financial Services, Inc./CO

7.85K

Mar 31, 25

+7.85K

0.01%

Householder Group Estate & Retirement Specialist, LLC

532

Dec 31, 24

0.00%

FinTrust Capital Advisors, LLC

32.39K

Sep 30, 24

+10.42K

0.05%

InterOcean Capital Group, LLC

7.19K

Mar 31, 24

+7.19K

0.01%