JPMorgan Equity Focus ETF(JPEF)

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JPMorgan Equity Focus ETF(JPEF)

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$79.93—

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JPEF(JPEF)

JPEF

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

Institutional Ownership

Top 152 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.93M	Mar 31, 26	-294.01K	7.87%
Avantax Planning Partners, Inc.	1.79M	Mar 31, 26	+1.79M	7.31%
LPL Financial LLC	1.32M	Mar 31, 26	+111.51K	5.38%
Cetera Investment Advisers	1.08M	Mar 31, 26	+523.56K	4.40%
MML INVESTORS SERVICES, LLC	673.13K	Mar 31, 26	-199.85K	2.75%
MORGAN STANLEY	600.34K	Mar 31, 26	+595.74K	2.45%
COMMONWEALTH EQUITY SERVICES, LLC	556.30K	Mar 31, 26	+26.28K	2.27%
JONES FINANCIAL COMPANIES LLLP	517.23K	Mar 31, 26	+4.47K	2.11%
ADVISOR GROUP HOLDINGS, INC.	450.97K	Mar 31, 26	-68.22K	1.84%
Beaumont Financial Advisors, LLC	392.98K	Mar 31, 26	-120.14K	1.61%
Stratos Wealth Partners, LTD.	349.98K	Mar 31, 26	+30.73K	1.43%
Leverty Financial Group, LLC	339.22K	Mar 31, 26	+17.11K	1.39%
Balance Wealth, LLC	268.45K	Mar 31, 26	-95.21K	1.10%
ROYAL BANK OF CANADA	259.53K	Mar 31, 26	+27.05K	1.06%
WELLS FARGO & COMPANY/MN	248.66K	Mar 31, 26	+217.00K	1.02%
MONECO Advisors, LLC	219.22K	Mar 31, 26	-12.79K	0.90%
JPMORGAN CHASE & CO	213.76K	Mar 31, 26	+134.67K	0.87%
NOVEM GROUP	162.25K	Mar 31, 26	-19.08K	0.66%
COZAD ASSET MANAGEMENT INC	139.22K	Mar 31, 26	-1.52K	0.57%
AlphaCore Capital LLC	130.66K	Mar 31, 26	-13.29K	0.53%
ENVESTNET ASSET MANAGEMENT INC	122.74K	Mar 31, 26	+9.11K	0.50%
Kestra Advisory Services, LLC	110.35K	Mar 31, 26	+10.03K	0.45%
LEVEL FOUR ADVISORY SERVICES, LLC	100.07K	Mar 31, 26	-19.64K	0.41%
Crestwood Advisors Group LLC	99.03K	Mar 31, 26	+15.42K	0.40%
DAVENPORT & Co LLC	89.69K	Mar 31, 26	+1.45K	0.37%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	80.14K	Mar 31, 26	-13.11K	0.33%
Kingsview Wealth Management, LLC	76.98K	Mar 31, 26	+42.79K	0.31%
MBL Wealth, LLC	74.64K	Mar 31, 26	-933	0.31%
Cambridge Investment Research Advisors, Inc.	71.00K	Mar 31, 26	+7.98K	0.29%
CASTLE WEALTH MANAGEMENT LLC	69.90K	Mar 31, 26	+864	0.29%
Mariner, LLC	67.66K	Mar 31, 26	+63.52K	0.28%
Investment Planning Advisors, Inc.	65.57K	Mar 31, 26	+1.85K	0.27%
CARY STREET PARTNERS FINANCIAL LLC	61.96K	Mar 31, 26	+7.22K	0.25%
MAGNOLIA CAPITAL ADVISORS LLC	58.38K	Mar 31, 26	+58.38K	0.24%
Janney Montgomery Scott LLC	51.55K	Mar 31, 26	-190.41K	0.21%
IFP Advisors, Inc	49.58K	Mar 31, 26	-295	0.20%
D.A. DAVIDSON & CO.	46.05K	Mar 31, 26	-15.28K	0.19%
THOROUGHBRED FINANCIAL SERVICES, LLC	41.02K	Mar 31, 26	+2.33K	0.17%
FLAGSHIP WEALTH ADVISORS, LLC	37.32K	Mar 31, 26	-417	0.15%
HRT FINANCIAL LP	37.30K	Mar 31, 26	+37.30K	0.15%
STIFEL FINANCIAL CORP	36.90K	Mar 31, 26	-1.37K	0.15%
Mutual Advisors, LLC	36.90K	Mar 31, 26	+773	0.15%
D L CARLSON INVESTMENT GROUP INC	36.81K	Mar 31, 26	+2.59K	0.15%
FIFTH THIRD SECURITIES, INC.	36.27K	Mar 31, 26	-7.37K	0.15%
Equitable Holdings, Inc.	31.67K	Mar 31, 26	-4.87K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29.41K	Mar 31, 26	+8.04K	0.12%
Ignite Planners, LLC	22.09K	Mar 31, 26	-725	0.09%
Herold Advisors, Inc.	20.96K	Mar 31, 26	+3.06K	0.09%
Mayflower Financial Advisors, LLC	18.18K	Mar 31, 26	+18.18K	0.07%
First Citizens Financial Corp	17.44K	Mar 31, 26	--	0.07%
CORA CAPITAL ADVISORS LLC	16.97K	Mar 31, 26	+2.19K	0.07%
SFG Wealth Management, LLC.	15.87K	Mar 31, 26	-20.50K	0.06%
Capital Advisors, Ltd. LLC	15.03K	Mar 31, 26	-267	0.06%
Morangie Management LLC	15.02K	Mar 31, 26	--	0.06%
Southland Equity Partners LLC	14.97K	Mar 31, 26	+420	0.06%
Pensionmark Financial Group, LLC	13.22K	Mar 31, 26	--	0.05%
5T Wealth, LLC	12.85K	Mar 31, 26	-569	0.05%
Prosperity Financial Group, Inc.	12.60K	Mar 31, 26	-262	0.05%
Capital Advisors Wealth Management, LLC	12.38K	Mar 31, 26	+1.45K	0.05%
Concurrent Investment Advisors, LLC	11.27K	Mar 31, 26	+1.66K	0.05%
Private Advisor Group, LLC	10.55K	Mar 31, 26	+273	0.04%
Steward Partners Investment Advisory, LLC	10.47K	Mar 31, 26	-20.14K	0.04%
KING LUTHER CAPITAL MANAGEMENT CORP	10.28K	Mar 31, 26	+10.28K	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	10.13K	Mar 31, 26	--	0.04%
Resources Investment Advisors, LLC.	8.27K	Mar 31, 26	+180	0.03%
MERCER GLOBAL ADVISORS INC /ADV	7.38K	Mar 31, 26	--	0.03%
Snowden Capital Advisors LLC	7.32K	Mar 31, 26	-543	0.03%
Modern Wealth Management, LLC	7.31K	Mar 31, 26	-1.37K	0.03%
Csenge Advisory Group	7.22K	Mar 31, 26	-84	0.03%
Integrated Wealth Concepts LLC	7.22K	Mar 31, 26	+7.22K	0.03%
Atlas Private Wealth Advisors	6.96K	Mar 31, 26	+978	0.03%
AMERIPRISE FINANCIAL INC	5.83K	Mar 31, 26	+605	0.02%
INTEGRITY WEALTH ADVISORS, INC.	5.55K	Mar 31, 26	-2.89K	0.02%
Essex Financial Services, Inc.	4.97K	Mar 31, 26	--	0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4.56K	Mar 31, 26	+197	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.50K	Mar 31, 26	-154	0.02%
Independent Advisor Alliance	4.38K	Mar 31, 26	+4.38K	0.02%
RESOURCES MANAGEMENT CORP /CT/ /ADV	4.36K	Mar 31, 26	--	0.02%
BROWN ADVISORY INC	4.25K	Mar 31, 26	--	0.02%
Prime Capital Investment Advisors, LLC	3.86K	Mar 31, 26	+3.86K	0.02%
FIFTH THIRD BANCORP	3.85K	Mar 31, 26	+3.38K	0.02%
WNY Asset Management, LLC	3.54K	Mar 31, 26	+3.54K	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	3.33K	Mar 31, 26	-1.14K	0.01%
GENTRY PRIVATE WEALTH, LLC	3.30K	Mar 31, 26	--	0.01%
GoalVest Advisory LLC	3.30K	Mar 31, 26	--	0.01%
Wealthcare Advisory Partners LLC	3.28K	Mar 31, 26	-547	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	3.21K	Mar 31, 26	+265	0.01%
NORTHLAND SECURITIES, INC.	3.12K	Mar 31, 26	-268	0.01%
Advisory Alpha, LLC	2.94K	Mar 31, 26	-793	0.01%
HBK Sorce Advisory LLC	2.82K	Mar 31, 26	--	0.01%
3Chopt Investment Partners, LLC	1.89K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.80K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	1.51K	Mar 31, 26	-203	0.01%
Tower Research Capital LLC (TRC)	1.19K	Mar 31, 26	+796	0.00%
Root Financial Partners, LLC	863	Mar 31, 26	-16	0.00%
Western Wealth Management, LLC	858	Mar 31, 26	+858	0.00%
HARBOUR INVESTMENTS, INC.	822	Mar 31, 26	-2.82K	0.00%
Farther Finance Advisors, LLC	787	Mar 31, 26	-25.77K	0.00%
GODSEY & GIBB, INC	773	Mar 31, 26	--	0.00%
Golden State Equity Partners	761	Mar 31, 26	+761	0.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	714	Mar 31, 26	--	0.00%
CWM, LLC	700	Mar 31, 26	--	0.00%
Financial Network Wealth Advisors LLC	502	Mar 31, 26	--	0.00%
FMR LLC	436	Mar 31, 26	+395	0.00%
DiNuzzo Private Wealth, Inc.	278	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	270	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	159	Mar 31, 26	+159	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	125	Mar 31, 26	+125	0.00%
Qube Research & Technologies Ltd	121	Mar 31, 26	-812	0.00%
Capital Analysts, LLC	117	Mar 31, 26	-9.36K	0.00%
HAZLETT, BURT & WATSON, INC.	116	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	100	Mar 31, 26	+100	0.00%
Sunbelt Securities, Inc.	95	Mar 31, 26	+95	0.00%
AdvisorNet Financial, Inc	80	Mar 31, 26	+80	0.00%
Coastal Investment Advisors, Inc.	76	Mar 31, 26	-127	0.00%
AE Wealth Management LLC	67	Mar 31, 26	-47	0.00%
Johnson Financial Group, Inc.	56	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	55	Mar 31, 26	+55	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	18	Mar 31, 26	-6	0.00%
WHITTIER TRUST CO OF NEVADA INC	2	Mar 31, 26	+2	0.00%
DENVER WEALTH MANAGEMENT, INC.	--	Mar 31, 26	-4.88K	--
TRUIST FINANCIAL CORP	--	Mar 31, 26	-32.64K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-5.43K	--
US BANCORP \DE\	--	Mar 31, 26	-804	--
StoneX Group Inc.	--	Mar 31, 26	-3.30K	--
KINGSWOOD WEALTH ADVISORS, LLC	--	Mar 31, 26	-3.22K	--
Carnegie Lake Advisors LLC	--	Mar 31, 26	-2.85K	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-1.72K	--
Empire Life Investments Inc.	--	Mar 31, 26	-44.28K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-220.29K	--
CIBC WORLD MARKET INC.	--	Mar 31, 26	-2.87K	--
Vienna Asset Management LLC	--	Mar 31, 26	-5.63K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-4.20K	--
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	--	Mar 31, 26	-13	--
UBS Group AG	--	Mar 31, 26	-2.09K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-9.23K	--
NCP Inc.	--	Mar 31, 26	-4.15K	--
COMERICA BANK	1.87K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	872	Dec 31, 25	-174	0.00%
SPC Financial, Inc.	142.14K	Sep 30, 25	+14.53K	0.58%
Apexium Financial, LP	10.13K	Sep 30, 25	+10.13K	0.04%
SMITH SHELLNUT WILSON LLC /ADV	3.44K	Sep 30, 25	+3.44K	0.01%
AVANTAX ADVISORY SERVICES, INC.	236.33K	Jun 30, 25	+11.68K	0.97%
Good Life Advisors, LLC	34.84K	Jun 30, 25	-12.84K	0.14%
Tyler-Stone Wealth Management	33.60K	Jun 30, 25	+3.62K	0.14%
Raymond James Financial Services Advisors, Inc.	547.58K	Sep 30, 24	+14.59K	2.24%
RAYMOND JAMES & ASSOCIATES	201.42K	Sep 30, 24	+38.87K	0.82%
American Planning Services, Inc.	180.60K	Sep 30, 24	-5.59K	0.74%
RAYMOND JAMES TRUST N.A.	12.14K	Sep 30, 24	+4.17K	0.05%
ICA Group Wealth Management, LLC	4.40K	Jun 30, 24	+946	0.02%
Cetera Advisor Networks LLC	45.37K	Mar 31, 24	+45.37K	0.19%
Highlander Capital Management, LLC	850	Mar 31, 24	+850	0.00%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

1.93M

Mar 31, 26

-294.01K

7.87%

Avantax Planning Partners, Inc.

1.79M

Mar 31, 26

+1.79M

7.31%

LPL Financial LLC

1.32M

Mar 31, 26

+111.51K

5.38%

Cetera Investment Advisers

1.08M

Mar 31, 26

+523.56K

4.40%

MML INVESTORS SERVICES, LLC

673.13K

Mar 31, 26

-199.85K

2.75%

MORGAN STANLEY

600.34K

Mar 31, 26

+595.74K

2.45%

COMMONWEALTH EQUITY SERVICES, LLC

556.30K

Mar 31, 26

+26.28K

2.27%

JONES FINANCIAL COMPANIES LLLP

517.23K

Mar 31, 26

+4.47K

2.11%

ADVISOR GROUP HOLDINGS, INC.

450.97K

Mar 31, 26

-68.22K

1.84%

Beaumont Financial Advisors, LLC

392.98K

Mar 31, 26

-120.14K

1.61%

Stratos Wealth Partners, LTD.

349.98K

Mar 31, 26

+30.73K

1.43%

Leverty Financial Group, LLC

339.22K

Mar 31, 26

+17.11K

1.39%

Balance Wealth, LLC

268.45K

Mar 31, 26

-95.21K

1.10%

ROYAL BANK OF CANADA

259.53K

Mar 31, 26

+27.05K

1.06%

WELLS FARGO & COMPANY/MN

248.66K

Mar 31, 26

+217.00K

1.02%

MONECO Advisors, LLC

219.22K

Mar 31, 26

-12.79K

0.90%

JPMORGAN CHASE & CO

213.76K

Mar 31, 26

+134.67K

0.87%

NOVEM GROUP

162.25K

Mar 31, 26

-19.08K

0.66%

COZAD ASSET MANAGEMENT INC

139.22K

Mar 31, 26

-1.52K

0.57%

AlphaCore Capital LLC

130.66K

Mar 31, 26

-13.29K

0.53%

ENVESTNET ASSET MANAGEMENT INC

122.74K

Mar 31, 26

+9.11K

0.50%

Kestra Advisory Services, LLC

110.35K

Mar 31, 26

+10.03K

0.45%

LEVEL FOUR ADVISORY SERVICES, LLC

100.07K

Mar 31, 26

-19.64K

0.41%

Crestwood Advisors Group LLC

99.03K

Mar 31, 26

+15.42K

0.40%

DAVENPORT & Co LLC

89.69K

Mar 31, 26

+1.45K

0.37%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

80.14K

Mar 31, 26

-13.11K

0.33%

Kingsview Wealth Management, LLC

76.98K

Mar 31, 26

+42.79K

0.31%

MBL Wealth, LLC

74.64K

Mar 31, 26

-933

0.31%

Cambridge Investment Research Advisors, Inc.

71.00K

Mar 31, 26

+7.98K

0.29%

CASTLE WEALTH MANAGEMENT LLC

69.90K

Mar 31, 26

+864

0.29%

Mariner, LLC

67.66K

Mar 31, 26

+63.52K

0.28%

Investment Planning Advisors, Inc.

65.57K

Mar 31, 26

+1.85K

0.27%

CARY STREET PARTNERS FINANCIAL LLC

61.96K

Mar 31, 26

+7.22K

0.25%

MAGNOLIA CAPITAL ADVISORS LLC

58.38K

Mar 31, 26

+58.38K

0.24%

Janney Montgomery Scott LLC

51.55K

Mar 31, 26

-190.41K

0.21%

IFP Advisors, Inc

49.58K

Mar 31, 26

-295

0.20%

D.A. DAVIDSON & CO.

46.05K

Mar 31, 26

-15.28K

0.19%

THOROUGHBRED FINANCIAL SERVICES, LLC

41.02K

Mar 31, 26

+2.33K

0.17%

FLAGSHIP WEALTH ADVISORS, LLC

37.32K

Mar 31, 26

-417

0.15%

HRT FINANCIAL LP

37.30K

Mar 31, 26

+37.30K

0.15%

STIFEL FINANCIAL CORP

36.90K

Mar 31, 26

-1.37K

0.15%

Mutual Advisors, LLC

36.90K

Mar 31, 26

+773

0.15%

D L CARLSON INVESTMENT GROUP INC

36.81K

Mar 31, 26

+2.59K

0.15%

FIFTH THIRD SECURITIES, INC.

36.27K

Mar 31, 26

-7.37K

0.15%

Equitable Holdings, Inc.

31.67K

Mar 31, 26

-4.87K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

29.41K

Mar 31, 26

+8.04K

0.12%

Ignite Planners, LLC

22.09K

Mar 31, 26

-725

0.09%

Herold Advisors, Inc.

20.96K

Mar 31, 26

+3.06K

0.09%

Mayflower Financial Advisors, LLC

18.18K

Mar 31, 26

+18.18K

0.07%

First Citizens Financial Corp

17.44K

Mar 31, 26

0.07%

CORA CAPITAL ADVISORS LLC

16.97K

Mar 31, 26

+2.19K

0.07%

SFG Wealth Management, LLC.

15.87K

Mar 31, 26

-20.50K

0.06%

Capital Advisors, Ltd. LLC

15.03K

Mar 31, 26

-267

0.06%

Morangie Management LLC

15.02K

Mar 31, 26

0.06%

Southland Equity Partners LLC

14.97K

Mar 31, 26

+420

0.06%

Pensionmark Financial Group, LLC

13.22K

Mar 31, 26

0.05%

5T Wealth, LLC

12.85K

Mar 31, 26

-569

0.05%

Prosperity Financial Group, Inc.

12.60K

Mar 31, 26

-262

0.05%

Capital Advisors Wealth Management, LLC

12.38K

Mar 31, 26

+1.45K

0.05%

Concurrent Investment Advisors, LLC

11.27K

Mar 31, 26

+1.66K

0.05%

Private Advisor Group, LLC

10.55K

Mar 31, 26

+273

0.04%

Steward Partners Investment Advisory, LLC

10.47K

Mar 31, 26

-20.14K

0.04%

KING LUTHER CAPITAL MANAGEMENT CORP

10.28K

Mar 31, 26

+10.28K

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

10.13K

Mar 31, 26

0.04%

Resources Investment Advisors, LLC.

8.27K

Mar 31, 26

+180

0.03%

MERCER GLOBAL ADVISORS INC /ADV

7.38K

Mar 31, 26

0.03%

Snowden Capital Advisors LLC

7.32K

Mar 31, 26

-543

0.03%

Modern Wealth Management, LLC

7.31K

Mar 31, 26

-1.37K

0.03%

Csenge Advisory Group

7.22K

Mar 31, 26

-84

0.03%

Integrated Wealth Concepts LLC

7.22K

Mar 31, 26

+7.22K

0.03%

Atlas Private Wealth Advisors

6.96K

Mar 31, 26

+978

0.03%

AMERIPRISE FINANCIAL INC

5.83K

Mar 31, 26

+605

0.02%

INTEGRITY WEALTH ADVISORS, INC.

5.55K

Mar 31, 26

-2.89K

0.02%

Essex Financial Services, Inc.

4.97K

Mar 31, 26

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

4.56K

Mar 31, 26

+197

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.50K

Mar 31, 26

-154

0.02%

Independent Advisor Alliance

4.38K

Mar 31, 26

+4.38K

0.02%

RESOURCES MANAGEMENT CORP /CT/ /ADV

4.36K

Mar 31, 26

0.02%

BROWN ADVISORY INC

4.25K

Mar 31, 26

0.02%

Prime Capital Investment Advisors, LLC

3.86K

Mar 31, 26

+3.86K

0.02%

FIFTH THIRD BANCORP

3.85K

Mar 31, 26

+3.38K

0.02%

WNY Asset Management, LLC

3.54K

Mar 31, 26

+3.54K

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

3.33K

Mar 31, 26

-1.14K

0.01%

GENTRY PRIVATE WEALTH, LLC

3.30K

Mar 31, 26

0.01%

GoalVest Advisory LLC

3.30K

Mar 31, 26

0.01%

Wealthcare Advisory Partners LLC

3.28K

Mar 31, 26

-547

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

3.21K

Mar 31, 26

+265

0.01%

NORTHLAND SECURITIES, INC.

3.12K

Mar 31, 26

-268

0.01%

Advisory Alpha, LLC

2.94K

Mar 31, 26

-793

0.01%

HBK Sorce Advisory LLC

2.82K

Mar 31, 26

0.01%

3Chopt Investment Partners, LLC

1.89K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.80K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

1.51K

Mar 31, 26

-203

0.01%

Tower Research Capital LLC (TRC)

1.19K

Mar 31, 26

+796

0.00%

Root Financial Partners, LLC

863

Mar 31, 26

-16

0.00%

Western Wealth Management, LLC

858

Mar 31, 26

+858

0.00%

HARBOUR INVESTMENTS, INC.

822

Mar 31, 26

-2.82K

0.00%

Farther Finance Advisors, LLC

787

Mar 31, 26

-25.77K

0.00%

GODSEY & GIBB, INC

773

Mar 31, 26

0.00%

Golden State Equity Partners

761

Mar 31, 26

+761

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

714

Mar 31, 26

0.00%

CWM, LLC

700

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

502

Mar 31, 26

0.00%

FMR LLC

436

Mar 31, 26

+395

0.00%

DiNuzzo Private Wealth, Inc.

278

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

270

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

159

Mar 31, 26

+159

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

125

Mar 31, 26

+125

0.00%

Qube Research & Technologies Ltd

121

Mar 31, 26

-812

0.00%

Capital Analysts, LLC

117

Mar 31, 26

-9.36K

0.00%

HAZLETT, BURT & WATSON, INC.

116

Mar 31, 26

0.00%

CoreCap Advisors, LLC

100

Mar 31, 26

+100

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

+95

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

+80

0.00%

Coastal Investment Advisors, Inc.

Mar 31, 26

-127

0.00%

AE Wealth Management LLC

Mar 31, 26

-47

0.00%

Johnson Financial Group, Inc.

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

+55

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Mar 31, 26

-6

0.00%

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

0.00%

DENVER WEALTH MANAGEMENT, INC.

Mar 31, 26

-4.88K

TRUIST FINANCIAL CORP

Mar 31, 26

-32.64K

Brinker Capital Investments, LLC

Mar 31, 26

-5.43K

US BANCORP \DE\

Mar 31, 26

-804

StoneX Group Inc.

Mar 31, 26

-3.30K

KINGSWOOD WEALTH ADVISORS, LLC

Mar 31, 26

-3.22K

Carnegie Lake Advisors LLC

Mar 31, 26

-2.85K

BANK OF AMERICA CORP /DE/

Mar 31, 26

-1.72K

Empire Life Investments Inc.

Mar 31, 26

-44.28K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-220.29K

CIBC WORLD MARKET INC.

Mar 31, 26

-2.87K

Vienna Asset Management LLC

Mar 31, 26

-5.63K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-4.20K

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Mar 31, 26

-13

UBS Group AG

Mar 31, 26

-2.09K

CITADEL ADVISORS LLC

Mar 31, 26

-9.23K

NCP Inc.

Mar 31, 26

-4.15K

COMERICA BANK

1.87K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

872

Dec 31, 25

-174

0.00%

SPC Financial, Inc.

142.14K

Sep 30, 25

+14.53K

0.58%

Apexium Financial, LP

10.13K

Sep 30, 25

+10.13K

0.04%

SMITH SHELLNUT WILSON LLC /ADV

3.44K

Sep 30, 25

+3.44K

0.01%

AVANTAX ADVISORY SERVICES, INC.

236.33K

Jun 30, 25

+11.68K

0.97%

Good Life Advisors, LLC

34.84K

Jun 30, 25

-12.84K

0.14%

Tyler-Stone Wealth Management

33.60K

Jun 30, 25

+3.62K

0.14%

Raymond James Financial Services Advisors, Inc.

547.58K

Sep 30, 24

+14.59K

2.24%

RAYMOND JAMES & ASSOCIATES

201.42K

Sep 30, 24

+38.87K

0.82%

American Planning Services, Inc.

180.60K

Sep 30, 24

-5.59K

0.74%

RAYMOND JAMES TRUST N.A.

12.14K

Sep 30, 24

+4.17K

0.05%

ICA Group Wealth Management, LLC

4.40K

Jun 30, 24

+946

0.02%

Cetera Advisor Networks LLC

45.37K

Mar 31, 24

+45.37K

0.19%

Highlander Capital Management, LLC

850

Mar 31, 24

+850

0.00%