JPMorgan Equity Focus ETF(JPEF)

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JPMorgan Equity Focus ETF(JPEF)

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$81.11—

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JPEF(JPEF)

JPEF

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
Avantax Planning Partners, Inc.	1.92M	Jun 30, 26	+136.29K	7.77%
RAYMOND JAMES FINANCIAL INC	1.82M	Jun 30, 26	-102.59K	7.37%
LPL Financial LLC	1.43M	Jun 30, 26	+117.03K	5.79%
Cetera Investment Advisers	1.34M	Jun 30, 26	+268.65K	5.43%
MML INVESTORS SERVICES, LLC	617.65K	Jun 30, 26	-55.49K	2.50%
MORGAN STANLEY	600.50K	Jun 30, 26	+155	2.43%
COMMONWEALTH EQUITY SERVICES, LLC	563.23K	Jun 30, 26	+6.93K	2.28%
JONES FINANCIAL COMPANIES LLLP	552.31K	Jun 30, 26	+35.08K	2.23%
ADVISOR GROUP HOLDINGS, INC.	438.38K	Jun 30, 26	-12.59K	1.77%
Stratos Wealth Partners, LTD.	360.27K	Jun 30, 26	+10.28K	1.46%
Leverty Financial Group, LLC	345.62K	Jun 30, 26	+6.41K	1.40%
WELLS FARGO & COMPANY/MN	298.80K	Jun 30, 26	+50.14K	1.21%
Beaumont Financial Advisors, LLC	285.19K	Jun 30, 26	-107.79K	1.15%
Balance Wealth, LLC	274.37K	Jun 30, 26	+5.92K	1.11%
ROYAL BANK OF CANADA	236.47K	Jun 30, 26	-23.06K	0.96%
JPMORGAN CHASE & CO	226.96K	Jun 30, 26	+13.19K	0.92%
MONECO Advisors, LLC	190.36K	Jun 30, 26	-28.87K	0.77%
Kestra Advisory Services, LLC	140.98K	Jun 30, 26	+30.63K	0.57%
COZAD ASSET MANAGEMENT INC	133.51K	Jun 30, 26	-5.71K	0.54%
NOVEM GROUP	128.96K	Jun 30, 26	-33.29K	0.52%
AlphaCore Capital LLC	124.53K	Jun 30, 26	-6.13K	0.50%
MAGNOLIA CAPITAL ADVISORS LLC	121.56K	Jun 30, 26	+63.18K	0.49%
Crestwood Advisors Group LLC	119.38K	Jun 30, 26	+20.36K	0.48%
LEVEL FOUR ADVISORY SERVICES, LLC	100.76K	Jun 30, 26	+691	0.41%
DAVENPORT & Co LLC	98.69K	Jun 30, 26	+9.00K	0.40%
Kingsview Wealth Management, LLC	91.93K	Jun 30, 26	+14.95K	0.37%
Private Advisor Group, LLC	85.11K	Jun 30, 26	+74.55K	0.34%
Evergreen Wealth Partners LLC	81.43K	Jun 30, 26	+81.43K	0.33%
MBL Wealth, LLC	75.08K	Jun 30, 26	+435	0.30%
ENVESTNET ASSET MANAGEMENT INC	71.94K	Jun 30, 26	-50.80K	0.29%
CASTLE WEALTH MANAGEMENT LLC	68.72K	Jun 30, 26	-1.18K	0.28%
Investment Planning Advisors, Inc.	65.99K	Jun 30, 26	+420	0.27%
Cambridge Investment Research Advisors, Inc.	63.85K	Jun 30, 26	-7.15K	0.26%
CARY STREET PARTNERS FINANCIAL LLC	63.78K	Jun 30, 26	+1.82K	0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	55.31K	Jun 30, 26	-24.83K	0.22%
D.A. DAVIDSON & CO.	40.65K	Jun 30, 26	-5.41K	0.16%
FLAGSHIP WEALTH ADVISORS, LLC	37.57K	Jun 30, 26	+248	0.15%
D L CARLSON INVESTMENT GROUP INC	37.26K	Jun 30, 26	+452	0.15%
Mutual Advisors, LLC	35.36K	Jun 30, 26	-1.54K	0.14%
THOROUGHBRED FINANCIAL SERVICES, LLC	33.60K	Jun 30, 26	-7.42K	0.14%
Janney Montgomery Scott LLC	30.80K	Jun 30, 26	-20.75K	0.12%
Herold Advisors, Inc.	27.19K	Jun 30, 26	+6.22K	0.11%
Equitable Holdings, Inc.	23.25K	Jun 30, 26	-8.42K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	21.89K	Jun 30, 26	-7.52K	0.09%
Ignite Planners, LLC	21.78K	Jun 30, 26	-310	0.09%
CORA CAPITAL ADVISORS LLC	21.43K	Jun 30, 26	+4.46K	0.09%
Medallion Wealth Advisors, LLC	20.70K	Jun 30, 26	+9.76K	0.08%
FIFTH THIRD SECURITIES, INC.	19.30K	Jun 30, 26	-16.97K	0.08%
First Citizens Financial Corp	19.05K	Jun 30, 26	+1.61K	0.08%
STIFEL FINANCIAL CORP	18.50K	Jun 30, 26	-18.41K	0.07%
Mayflower Financial Advisors, LLC	17.55K	Jun 30, 26	-635	0.07%
BESSEMER GROUP INC	17.27K	Jun 30, 26	+17.27K	0.07%
SFG Wealth Management, LLC.	15.87K	Jun 30, 26	--	0.06%
Southland Equity Partners LLC	15.42K	Jun 30, 26	+445	0.06%
Capital Advisors, Ltd. LLC	15.09K	Jun 30, 26	+63	0.06%
Morangie Management LLC	14.78K	Jun 30, 26	-245	0.06%
Pensionmark Financial Group, LLC	13.22K	Jun 30, 26	--	0.05%
Prosperity Financial Group, Inc.	12.70K	Jun 30, 26	+99	0.05%
Concurrent Investment Advisors, LLC	12.45K	Jun 30, 26	+1.17K	0.05%
Capital Advisors Wealth Management, LLC	12.16K	Jun 30, 26	-214	0.05%
5T Wealth, LLC	12.09K	Jun 30, 26	-754	0.05%
Steward Partners Investment Advisory, LLC	11.10K	Jun 30, 26	+622	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	10.13K	Jun 30, 26	--	0.04%
National Philanthropic Trust	9.88K	Jun 30, 26	+9.88K	0.04%
SMITH SHELLNUT WILSON LLC /ADV	9.45K	Jun 30, 26	+1.73K	0.04%
KING LUTHER CAPITAL MANAGEMENT CORP	9.00K	Jun 30, 26	-1.27K	0.04%
Integrated Wealth Concepts LLC	8.86K	Jun 30, 26	+1.65K	0.04%
Friday Financial	8.32K	Jun 30, 26	+8.32K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	8.28K	Jun 30, 26	+898	0.03%
Buckingham Strategic Partners	7.98K	Jun 30, 26	+7.98K	0.03%
Csenge Advisory Group	7.14K	Jun 30, 26	-81	0.03%
Atlas Private Wealth Advisors	7.10K	Jun 30, 26	+135	0.03%
Snowden Capital Advisors LLC	6.78K	Jun 30, 26	-542	0.03%
Qube Research & Technologies Ltd	6.70K	Jun 30, 26	+6.58K	0.03%
Modern Wealth Management, LLC	6.30K	Jun 30, 26	-1.00K	0.03%
IFP Advisors, Inc	6.11K	Jun 30, 26	-43.47K	0.02%
Resources Investment Advisors, LLC.	5.77K	Jun 30, 26	-2.50K	0.02%
Tower Research Capital LLC (TRC)	5.31K	Jun 30, 26	+4.13K	0.02%
Essex Financial Services, Inc.	4.97K	Jun 30, 26	--	0.02%
FMR LLC	4.60K	Jun 30, 26	+4.17K	0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4.53K	Jun 30, 26	-30	0.02%
RESOURCES MANAGEMENT CORP /CT/ /ADV	4.36K	Jun 30, 26	--	0.02%
AMERIPRISE FINANCIAL INC	4.26K	Jun 30, 26	-1.56K	0.02%
BROWN ADVISORY INC	4.25K	Jun 30, 26	--	0.02%
Prime Capital Investment Advisors, LLC	3.85K	Jun 30, 26	-1	0.02%
FIFTH THIRD BANCORP	3.85K	Jun 30, 26	--	0.02%
Retirement Planning Group	3.57K	Jun 30, 26	+3.57K	0.01%
WNY Asset Management, LLC	3.44K	Jun 30, 26	-97	0.01%
Wealthcare Advisory Partners LLC	3.28K	Jun 30, 26	--	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	3.28K	Jun 30, 26	-52	0.01%
BANK OF AMERICA CORP /DE/	3.25K	Jun 30, 26	+3.25K	0.01%
D. E. Shaw & Co., Inc.	3.14K	Jun 30, 26	+3.14K	0.01%
NORTHLAND SECURITIES, INC.	3.05K	Jun 30, 26	-76	0.01%
HBK Sorce Advisory LLC	3.00K	Jun 30, 26	+181	0.01%
StoneX Group Inc.	2.70K	Jun 30, 26	+2.70K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	2.67K	Jun 30, 26	-547	0.01%
GENTRY PRIVATE WEALTH, LLC	2.66K	Jun 30, 26	-641	0.01%
GoalVest Advisory LLC	2.66K	Jun 30, 26	-641	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	2.60K	Jun 30, 26	+2.60K	0.01%
Pasadena Private Wealth, LLC	2.60K	Jun 30, 26	+2.60K	0.01%
3Chopt Investment Partners, LLC	1.84K	Jun 30, 26	-47	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.80K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	1.51K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	1.44K	Jun 30, 26	+657	0.01%
HARBOUR INVESTMENTS, INC.	1.17K	Jun 30, 26	+346	0.00%
1015 Capital Partners, LLC	1.15K	Jun 30, 26	+400	0.00%
Institute for Wealth Management, LLC.	865	Jun 30, 26	+865	0.00%
Global Retirement Partners, LLC	752	Jun 30, 26	+752	0.00%
GODSEY & GIBB, INC	573	Jun 30, 26	-200	0.00%
Financial Network Wealth Advisors LLC	502	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	350	Jun 30, 26	+350	0.00%
DiNuzzo Private Wealth, Inc.	278	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	266	Jun 30, 26	+166	0.00%
Coastal Investment Advisors, Inc.	231	Jun 30, 26	+155	0.00%
Regatta Research & Money Management	181	Jun 30, 26	+181	0.00%
AE Wealth Management LLC	167	Jun 30, 26	+100	0.00%
Capital Analysts, LLC	117	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	116	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	82	Jun 30, 26	-188	0.00%
AdvisorNet Financial, Inc	80	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	56	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	2	Jun 30, 26	--	0.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	--	Jun 30, 26	-714	--
Mariner, LLC	--	Jun 30, 26	-67.66K	--
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	--	Jun 30, 26	-18	--
Advisory Services Network, LLC	--	Jun 30, 26	-55	--
Advisory Alpha, LLC	--	Jun 30, 26	-2.94K	--
Golden State Equity Partners	--	Jun 30, 26	-761	--
Western Wealth Management, LLC	--	Jun 30, 26	-858	--
Strategic Wealth Advisors LLC	--	Jun 30, 26	-1.06K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-125	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-4.50K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-159	--
Root Financial Partners, LLC	--	Jun 30, 26	-863	--
Strive Financial Group ,LLC	--	Jun 30, 26	-22	--
HRT FINANCIAL LP	--	Jun 30, 26	-37.30K	--
Independent Advisor Alliance	--	Jun 30, 26	-4.38K	--
INTEGRITY WEALTH ADVISORS, INC.	5.55K	Mar 31, 26	-2.89K	0.02%
CWM, LLC	700	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	95	Mar 31, 26	+95	0.00%
COMERICA BANK	1.87K	Dec 31, 25	--	0.01%
SPC Financial, Inc.	142.14K	Sep 30, 25	+14.53K	0.57%
Apexium Financial, LP	10.13K	Sep 30, 25	+10.13K	0.04%
AVANTAX ADVISORY SERVICES, INC.	236.33K	Jun 30, 25	+11.68K	0.95%
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	2.21%
RAYMOND JAMES & ASSOCIATES	201.42K	Sep 30, 24	+38.87K	0.81%
American Planning Services, Inc.	180.60K	Sep 30, 24	-5.59K	0.73%
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	0.18%
Highlander Capital Management, LLC	850	Mar 31, 24	+850	0.00%

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Holder

Date

Change

% Held

Avantax Planning Partners, Inc.

1.92M

Jun 30, 26

+136.29K

7.77%

RAYMOND JAMES FINANCIAL INC

1.82M

Jun 30, 26

-102.59K

7.37%

LPL Financial LLC

1.43M

Jun 30, 26

+117.03K

5.79%

Cetera Investment Advisers

1.34M

Jun 30, 26

+268.65K

5.43%

MML INVESTORS SERVICES, LLC

617.65K

Jun 30, 26

-55.49K

2.50%

MORGAN STANLEY

600.50K

Jun 30, 26

+155

2.43%

COMMONWEALTH EQUITY SERVICES, LLC

563.23K

Jun 30, 26

+6.93K

2.28%

JONES FINANCIAL COMPANIES LLLP

552.31K

Jun 30, 26

+35.08K

2.23%

ADVISOR GROUP HOLDINGS, INC.

438.38K

Jun 30, 26

-12.59K

1.77%

Stratos Wealth Partners, LTD.

360.27K

Jun 30, 26

+10.28K

1.46%

Leverty Financial Group, LLC

345.62K

Jun 30, 26

+6.41K

1.40%

WELLS FARGO & COMPANY/MN

298.80K

Jun 30, 26

+50.14K

1.21%

Beaumont Financial Advisors, LLC

285.19K

Jun 30, 26

-107.79K

1.15%

Balance Wealth, LLC

274.37K

Jun 30, 26

+5.92K

1.11%

ROYAL BANK OF CANADA

236.47K

Jun 30, 26

-23.06K

0.96%

JPMORGAN CHASE & CO

226.96K

Jun 30, 26

+13.19K

0.92%

MONECO Advisors, LLC

190.36K

Jun 30, 26

-28.87K

0.77%

Kestra Advisory Services, LLC

140.98K

Jun 30, 26

+30.63K

0.57%

COZAD ASSET MANAGEMENT INC

133.51K

Jun 30, 26

-5.71K

0.54%

NOVEM GROUP

128.96K

Jun 30, 26

-33.29K

0.52%

AlphaCore Capital LLC

124.53K

Jun 30, 26

-6.13K

0.50%

MAGNOLIA CAPITAL ADVISORS LLC

121.56K

Jun 30, 26

+63.18K

0.49%

Crestwood Advisors Group LLC

119.38K

Jun 30, 26

+20.36K

0.48%

LEVEL FOUR ADVISORY SERVICES, LLC

100.76K

Jun 30, 26

+691

0.41%

DAVENPORT & Co LLC

98.69K

Jun 30, 26

+9.00K

0.40%

Kingsview Wealth Management, LLC

91.93K

Jun 30, 26

+14.95K

0.37%

Private Advisor Group, LLC

85.11K

Jun 30, 26

+74.55K

0.34%

Evergreen Wealth Partners LLC

81.43K

Jun 30, 26

+81.43K

0.33%

MBL Wealth, LLC

75.08K

Jun 30, 26

+435

0.30%

ENVESTNET ASSET MANAGEMENT INC

71.94K

Jun 30, 26

-50.80K

0.29%

CASTLE WEALTH MANAGEMENT LLC

68.72K

Jun 30, 26

-1.18K

0.28%

Investment Planning Advisors, Inc.

65.99K

Jun 30, 26

+420

0.27%

Cambridge Investment Research Advisors, Inc.

63.85K

Jun 30, 26

-7.15K

0.26%

CARY STREET PARTNERS FINANCIAL LLC

63.78K

Jun 30, 26

+1.82K

0.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

55.31K

Jun 30, 26

-24.83K

0.22%

D.A. DAVIDSON & CO.

40.65K

Jun 30, 26

-5.41K

0.16%

FLAGSHIP WEALTH ADVISORS, LLC

37.57K

Jun 30, 26

+248

0.15%

D L CARLSON INVESTMENT GROUP INC

37.26K

Jun 30, 26

+452

0.15%

Mutual Advisors, LLC

35.36K

Jun 30, 26

-1.54K

0.14%

THOROUGHBRED FINANCIAL SERVICES, LLC

33.60K

Jun 30, 26

-7.42K

0.14%

Janney Montgomery Scott LLC

30.80K

Jun 30, 26

-20.75K

0.12%

Herold Advisors, Inc.

27.19K

Jun 30, 26

+6.22K

0.11%

Equitable Holdings, Inc.

23.25K

Jun 30, 26

-8.42K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

21.89K

Jun 30, 26

-7.52K

0.09%

Ignite Planners, LLC

21.78K

Jun 30, 26

-310

0.09%

CORA CAPITAL ADVISORS LLC

21.43K

Jun 30, 26

+4.46K

0.09%

Medallion Wealth Advisors, LLC

20.70K

Jun 30, 26

+9.76K

0.08%

FIFTH THIRD SECURITIES, INC.

19.30K

Jun 30, 26

-16.97K

0.08%

First Citizens Financial Corp

19.05K

Jun 30, 26

+1.61K

0.08%

STIFEL FINANCIAL CORP

18.50K

Jun 30, 26

-18.41K

0.07%

Mayflower Financial Advisors, LLC

17.55K

Jun 30, 26

-635

0.07%

BESSEMER GROUP INC

17.27K

Jun 30, 26

+17.27K

0.07%

SFG Wealth Management, LLC.

15.87K

Jun 30, 26

0.06%

Southland Equity Partners LLC

15.42K

Jun 30, 26

+445

0.06%

Capital Advisors, Ltd. LLC

15.09K

Jun 30, 26

+63

0.06%

Morangie Management LLC

14.78K

Jun 30, 26

-245

0.06%

Pensionmark Financial Group, LLC

13.22K

Jun 30, 26

0.05%

Prosperity Financial Group, Inc.

12.70K

Jun 30, 26

+99

0.05%

Concurrent Investment Advisors, LLC

12.45K

Jun 30, 26

+1.17K

0.05%

Capital Advisors Wealth Management, LLC

12.16K

Jun 30, 26

-214

0.05%

5T Wealth, LLC

12.09K

Jun 30, 26

-754

0.05%

Steward Partners Investment Advisory, LLC

11.10K

Jun 30, 26

+622

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

10.13K

Jun 30, 26

0.04%

National Philanthropic Trust

9.88K

Jun 30, 26

+9.88K

0.04%

SMITH SHELLNUT WILSON LLC /ADV

9.45K

Jun 30, 26

+1.73K

0.04%

KING LUTHER CAPITAL MANAGEMENT CORP

9.00K

Jun 30, 26

-1.27K

0.04%

Integrated Wealth Concepts LLC

8.86K

Jun 30, 26

+1.65K

0.04%

Friday Financial

8.32K

Jun 30, 26

+8.32K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

8.28K

Jun 30, 26

+898

0.03%

Buckingham Strategic Partners

7.98K

Jun 30, 26

+7.98K

0.03%

Csenge Advisory Group

7.14K

Jun 30, 26

-81

0.03%

Atlas Private Wealth Advisors

7.10K

Jun 30, 26

+135

0.03%

Snowden Capital Advisors LLC

6.78K

Jun 30, 26

-542

0.03%

Qube Research & Technologies Ltd

6.70K

Jun 30, 26

+6.58K

0.03%

Modern Wealth Management, LLC

6.30K

Jun 30, 26

-1.00K

0.03%

IFP Advisors, Inc

6.11K

Jun 30, 26

-43.47K

0.02%

Resources Investment Advisors, LLC.

5.77K

Jun 30, 26

-2.50K

0.02%

Tower Research Capital LLC (TRC)

5.31K

Jun 30, 26

+4.13K

0.02%

Essex Financial Services, Inc.

4.97K

Jun 30, 26

0.02%

FMR LLC

4.60K

Jun 30, 26

+4.17K

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

4.53K

Jun 30, 26

-30

0.02%

RESOURCES MANAGEMENT CORP /CT/ /ADV

4.36K

Jun 30, 26

0.02%

AMERIPRISE FINANCIAL INC

4.26K

Jun 30, 26

-1.56K

0.02%

BROWN ADVISORY INC

4.25K

Jun 30, 26

0.02%

Prime Capital Investment Advisors, LLC

3.85K

Jun 30, 26

-1

0.02%

FIFTH THIRD BANCORP

3.85K

Jun 30, 26

0.02%

Retirement Planning Group

3.57K

Jun 30, 26

+3.57K

0.01%

WNY Asset Management, LLC

3.44K

Jun 30, 26

-97

0.01%

Wealthcare Advisory Partners LLC

3.28K

Jun 30, 26

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

3.28K

Jun 30, 26

-52

0.01%

BANK OF AMERICA CORP /DE/

3.25K

Jun 30, 26

+3.25K

0.01%

D. E. Shaw & Co., Inc.

3.14K

Jun 30, 26

+3.14K

0.01%

NORTHLAND SECURITIES, INC.

3.05K

Jun 30, 26

-76

0.01%

HBK Sorce Advisory LLC

3.00K

Jun 30, 26

+181

0.01%

StoneX Group Inc.

2.70K

Jun 30, 26

+2.70K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

2.67K

Jun 30, 26

-547

0.01%

GENTRY PRIVATE WEALTH, LLC

2.66K

Jun 30, 26

-641

0.01%

GoalVest Advisory LLC

2.66K

Jun 30, 26

-641

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

2.60K

Jun 30, 26

+2.60K

0.01%

Pasadena Private Wealth, LLC

2.60K

Jun 30, 26

+2.60K

0.01%

3Chopt Investment Partners, LLC

1.84K

Jun 30, 26

-47

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.80K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

1.51K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

1.44K

Jun 30, 26

+657

0.01%

HARBOUR INVESTMENTS, INC.

1.17K

Jun 30, 26

+346

0.00%

1015 Capital Partners, LLC

1.15K

Jun 30, 26

+400

0.00%

Institute for Wealth Management, LLC.

865

Jun 30, 26

+865

0.00%

Global Retirement Partners, LLC

752

Jun 30, 26

+752

0.00%

GODSEY & GIBB, INC

573

Jun 30, 26

-200

0.00%

Financial Network Wealth Advisors LLC

502

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

350

Jun 30, 26

+350

0.00%

DiNuzzo Private Wealth, Inc.

278

Jun 30, 26

0.00%

CoreCap Advisors, LLC

266

Jun 30, 26

+166

0.00%

Coastal Investment Advisors, Inc.

231

Jun 30, 26

+155

0.00%

Regatta Research & Money Management

181

Jun 30, 26

+181

0.00%

AE Wealth Management LLC

167

Jun 30, 26

+100

0.00%

Capital Analysts, LLC

117

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

116

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

Jun 30, 26

-188

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Jun 30, 26

-714

Mariner, LLC

Jun 30, 26

-67.66K

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Jun 30, 26

-18

Advisory Services Network, LLC

Jun 30, 26

-55

Advisory Alpha, LLC

Jun 30, 26

-2.94K

Golden State Equity Partners

Jun 30, 26

-761

Western Wealth Management, LLC

Jun 30, 26

-858

Strategic Wealth Advisors LLC

Jun 30, 26

-1.06K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-125

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-4.50K

Russell Investments Group, Ltd.

Jun 30, 26

-159

Root Financial Partners, LLC

Jun 30, 26

-863

Strive Financial Group ,LLC

Jun 30, 26

-22

HRT FINANCIAL LP

Jun 30, 26

-37.30K

Independent Advisor Alliance

Jun 30, 26

-4.38K

INTEGRITY WEALTH ADVISORS, INC.

5.55K

Mar 31, 26

-2.89K

0.02%

CWM, LLC

700

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

+95

0.00%

COMERICA BANK

1.87K

Dec 31, 25

0.01%

SPC Financial, Inc.

142.14K

Sep 30, 25

+14.53K

0.57%

Apexium Financial, LP

10.13K

Sep 30, 25

+10.13K

0.04%

AVANTAX ADVISORY SERVICES, INC.

236.33K

Jun 30, 25

+11.68K

0.95%

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

2.21%

RAYMOND JAMES & ASSOCIATES

201.42K

Sep 30, 24

+38.87K

0.81%

American Planning Services, Inc.

180.60K

Sep 30, 24

-5.59K

0.73%

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

0.18%

Highlander Capital Management, LLC

850

Mar 31, 24

+850

0.00%