JPMorgan Active High Yield ETF(JPHY)

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JPMorgan Active High Yield ETF(JPHY)

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$50.30—

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JPHY(JPHY)

JPHY

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

Institutional Ownership

Top 144 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	2.23M	Mar 31, 26	+85.09K	5.09%
ENVESTNET ASSET MANAGEMENT INC	1.41M	Mar 31, 26	+62.81K	3.21%
LPL Financial LLC	914.64K	Mar 31, 26	-153.84K	2.08%
MORGAN STANLEY	616.51K	Mar 31, 26	-26.38K	1.40%
HighTower Advisors, LLC	501.61K	Mar 31, 26	+15.53K	1.14%
BANK OF AMERICA CORP /DE/	441.68K	Mar 31, 26	-547.82K	1.01%
Janney Montgomery Scott LLC	310.53K	Mar 31, 26	-148.64K	0.71%
Wright Fund Management, LLC	265.70K	Mar 31, 26	--	0.60%
Vestmark Advisory Solutions, Inc.	186.33K	Mar 31, 26	-142.38K	0.42%
BlackRock, Inc.	169.76K	Mar 31, 26	-110.94K	0.39%
JANE STREET GROUP, LLC	134.87K	Mar 31, 26	-29.45K	0.31%
Cambridge Investment Research Advisors, Inc.	124.84K	Mar 31, 26	-47.15K	0.28%
WCG Wealth Advisors LLC	121.22K	Mar 31, 26	-4.89K	0.28%
Vawter Financial, Ltd.	120.79K	Mar 31, 26	+8.49K	0.28%
Pinnacle Wealth Planning Services, Inc.	118.78K	Mar 31, 26	+370	0.27%
Royal Fund Management, LLC	111.32K	Mar 31, 26	-1.48K	0.25%
Empowered Funds, LLC	111.16K	Mar 31, 26	+12.61K	0.25%
Windsor Capital Management, LLC	108.18K	Mar 31, 26	-197	0.25%
MISSION WEALTH MANAGEMENT, LP	95.75K	Mar 31, 26	-1.34K	0.22%
ASSETMARK, INC	94.38K	Mar 31, 26	-50.42K	0.21%
ADVISOR GROUP HOLDINGS, INC.	82.24K	Mar 31, 26	-1.08K	0.19%
RAYMOND JAMES FINANCIAL INC	74.73K	Mar 31, 26	+5.62K	0.17%
Cetera Investment Advisers	70.02K	Mar 31, 26	-26.53K	0.16%
Summit Financial, LLC	64.18K	Mar 31, 26	+64.18K	0.15%
PRINCIPAL SECURITIES, INC.	49.05K	Mar 31, 26	+20.52K	0.11%
ALBION FINANCIAL GROUP /UT	48.81K	Mar 31, 26	+2.08K	0.11%
Investment Partners Asset Management, Inc.	46.72K	Mar 31, 26	+668	0.11%
UBS ASSET MANAGEMENT AMERICAS INC	43.86K	Mar 31, 26	+43.86K	0.10%
Menard Financial Group LLC	41.46K	Mar 31, 26	+552	0.09%
PARK AVENUE SECURITIES LLC	36.41K	Mar 31, 26	+659	0.08%
CreativeOne Wealth, LLC	33.64K	Mar 31, 26	-3.98K	0.08%
Portfolio Strategies, Inc.	32.24K	Mar 31, 26	--	0.07%
Cerity Partners LLC	29.22K	Mar 31, 26	+596	0.07%
Sigma Planning Corp	24.29K	Mar 31, 26	+382	0.06%
MML INVESTORS SERVICES, LLC	22.96K	Mar 31, 26	-15.62K	0.05%
5T Wealth, LLC	22.50K	Mar 31, 26	-10.15K	0.05%
Integrated Wealth Concepts LLC	20.51K	Mar 31, 26	+3.13K	0.05%
Simmons Bank	17.53K	Mar 31, 26	-5.62K	0.04%
Lido Advisors, LLC	16.87K	Mar 31, 26	-7.16K	0.04%
Dynamic Advisor Solutions LLC	16.65K	Mar 31, 26	+5.02K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	16.54K	Mar 31, 26	-968	0.04%
MN Wealth Advisors, LLC	16.15K	Mar 31, 26	-12.08K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	13.21K	Mar 31, 26	+2.53K	0.03%
Independent Wealth Network Inc.	12.92K	Mar 31, 26	+12.92K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	12.75K	Mar 31, 26	-4.14K	0.03%
CWM, LLC	12.01K	Mar 31, 26	-1.08K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	11.84K	Mar 31, 26	-659	0.03%
Midwestern Financial, LLC /IA	10.86K	Mar 31, 26	+153	0.02%
MAI Capital Management	10.00K	Mar 31, 26	-220	0.02%
Capital Analysts, LLC	9.58K	Mar 31, 26	+2.56K	0.02%
FIFTH THIRD SECURITIES, INC.	9.10K	Mar 31, 26	+1.36K	0.02%
Ascent Group, LLC	8.97K	Mar 31, 26	-3.37K	0.02%
TBH Global Asset Management, LLC	8.73K	Mar 31, 26	+8.73K	0.02%
Advisory Services Network, LLC	7.54K	Mar 31, 26	+951	0.02%
Miracle Mile Advisors, LLC	7.22K	Mar 31, 26	--	0.02%
Acorn Wealth Advisors, LLC	6.68K	Mar 31, 26	+80	0.02%
Golden State Equity Partners	6.55K	Mar 31, 26	+6.55K	0.01%
IFP Advisors, Inc	6.38K	Mar 31, 26	-634	0.01%
TRUIST FINANCIAL CORP	6.30K	Mar 31, 26	+309	0.01%
LOCKERMAN FINANCIAL GROUP, INC.	6.10K	Mar 31, 26	-1.89K	0.01%
Sepio Capital, LP	6.00K	Mar 31, 26	--	0.01%
WNY Asset Management, LLC	5.43K	Mar 31, 26	+5.43K	0.01%
Farther Finance Advisors, LLC	5.37K	Mar 31, 26	-673	0.01%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5.10K	Mar 31, 26	-196	0.01%
ROYAL BANK OF CANADA	4.82K	Mar 31, 26	-461	0.01%
CGN Advisors LLC	4.74K	Mar 31, 26	-940	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	4.46K	Mar 31, 26	-55	0.01%
Rosenberg Matthew Hamilton	3.42K	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	1.97K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.55K	Mar 31, 26	-448	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1.42K	Mar 31, 26	+1.42K	0.00%
Steward Partners Investment Advisory, LLC	1.42K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.32K	Mar 31, 26	+38	0.00%
Rockefeller Capital Management L.P.	1.03K	Mar 31, 26	-608	0.00%
RICHARDSON FINANCIAL SERVICES INC.	909	Mar 31, 26	-651	0.00%
Capital Investment Advisory Services, LLC	867	Mar 31, 26	-527	0.00%
Newbridge Financial Services Group, Inc.	760	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	709	Mar 31, 26	+192	0.00%
UBS Group AG	622	Mar 31, 26	+622	0.00%
WHITTIER TRUST CO OF NEVADA INC	621	Mar 31, 26	-497	0.00%
HARBOUR INVESTMENTS, INC.	554	Mar 31, 26	+294	0.00%
N.E.W. Advisory Services LLC	398	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	377	Mar 31, 26	-340	0.00%
Missouri Trust & Investment Co	375	Mar 31, 26	--	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	343	Mar 31, 26	+184	0.00%
WELLS FARGO & COMPANY/MN	262	Mar 31, 26	+227	0.00%
Transamerica Financial Advisors, Inc.	246	Mar 31, 26	-721	0.00%
LGT Financial Advisors LLC	242	Mar 31, 26	-136	0.00%
Cornerstone Planning Group LLC	187	Mar 31, 26	+187	0.00%
Ashton Thomas Private Wealth, LLC	186	Mar 31, 26	+186	0.00%
NewEdge Advisors, LLC	181	Mar 31, 26	+2	0.00%
Rossby Financial, LCC	124	Mar 31, 26	-52	0.00%
AE Wealth Management LLC	100	Mar 31, 26	-71	0.00%
Triumph Capital Management	99	Mar 31, 26	-5	0.00%
Sunbelt Securities, Inc.	92	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	76	Mar 31, 26	+76	0.00%
Sound Income Strategies, LLC	50	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	42	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	41	Mar 31, 26	--	0.00%
Larson Financial Group LLC	41	Mar 31, 26	+1	0.00%
HARBOR INVESTMENT ADVISORY, LLC	30	Mar 31, 26	+30	0.00%
Spire Wealth Management	13	Mar 31, 26	+2	0.00%
FMR LLC	12	Mar 31, 26	-92	0.00%
Allspring Global Investments Holdings, LLC	5	Mar 31, 26	+5	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2	Mar 31, 26	-2	0.00%
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-135	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-71.32K	--
Wayfinding Financial, LLC	--	Mar 31, 26	-6.40K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-15.87K	--
GeoWealth Management, LLC	--	Mar 31, 26	-2.98K	--
Fairway Wealth LLC	--	Mar 31, 26	-88	--
WealthShield Partners, LLC	--	Mar 31, 26	-85	--
ORG Partners LLC	7.13K	Dec 31, 25	+710	0.02%
CAPE COD FIVE CENTS SAVINGS BANK	5.39K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	5.20K	Dec 31, 25	+51	0.01%
COMERICA BANK	96	Dec 31, 25	+4	0.00%
SageView Advisory Group, LLC	38	Dec 31, 25	+38	0.00%
Congress Wealth Management LLC / DE /	74.05K	Jun 30, 25	+74.05K	0.17%
Graypoint LLC	22.99K	Jun 30, 25	-6.29K	0.05%
Blue Oak Capital, LLC	7.60K	Jun 30, 25	-65.05K	0.02%
Atria Wealth Solutions, Inc.	4.67K	Jun 30, 25	+4.67K	0.01%
WR Wealth Planners, LLC	48	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	20.23K	Sep 30, 24	+446	0.05%
RAYMOND JAMES & ASSOCIATES	16.29K	Sep 30, 24	-725	0.04%
RAYMOND JAMES TRUST N.A.	4.60K	Sep 30, 24	--	0.01%
Family Asset Management, LLC	250	Sep 30, 24	+18	0.00%
BlackRock Inc.	532.10K	Jun 30, 24	+82.78K	1.21%
JANICZEK WEALTH MANAGEMENT, LLC	82	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-817	--
Cetera Advisor Networks LLC	29.06K	Mar 31, 24	+4.27K	0.07%
Cetera Advisors LLC	6.20K	Mar 31, 24	+947	0.01%
Highlander Capital Management, LLC	1.18K	Mar 31, 24	-500	0.00%
Daniels&Tansey,LLP	82.95K	Sep 30, 23	+63.27K	0.19%
KCS Wealth Advisory	10.58K	Sep 30, 23	-6.30K	0.02%
Corbenic Partners LLC	135	Jun 30, 22	--	0.00%
Winfield Associates, Inc.	22.93K	Mar 31, 22	-380	0.05%
HawsGoodwin Investment Management LLC	60.91K	Dec 31, 21	+2.46K	0.14%
Winslow, Evans & Crocker, Inc.	60	Dec 31, 20	--	0.00%
ETRADE Capital Management LLC	20.09K	Sep 30, 20	+20.09K	0.05%
Global Financial Private Capital, Inc	34.98K	Jun 30, 20	-29.81K	0.08%
Advisor Group, Inc.	7.79K	Dec 31, 19	+185	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	5.59K	Dec 31, 19	-238	0.01%
MRA Associates USA LLC	1.80K	Sep 30, 19	+1.80K	0.00%
Allegis Investment Advisors, LLC	--	Mar 31, 18	-8.10K	--

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

2.23M

Mar 31, 26

+85.09K

5.09%

ENVESTNET ASSET MANAGEMENT INC

1.41M

Mar 31, 26

+62.81K

3.21%

LPL Financial LLC

914.64K

Mar 31, 26

-153.84K

2.08%

MORGAN STANLEY

616.51K

Mar 31, 26

-26.38K

1.40%

HighTower Advisors, LLC

501.61K

Mar 31, 26

+15.53K

1.14%

BANK OF AMERICA CORP /DE/

441.68K

Mar 31, 26

-547.82K

1.01%

Janney Montgomery Scott LLC

310.53K

Mar 31, 26

-148.64K

0.71%

Wright Fund Management, LLC

265.70K

Mar 31, 26

0.60%

Vestmark Advisory Solutions, Inc.

186.33K

Mar 31, 26

-142.38K

0.42%

BlackRock, Inc.

169.76K

Mar 31, 26

-110.94K

0.39%

JANE STREET GROUP, LLC

134.87K

Mar 31, 26

-29.45K

0.31%

Cambridge Investment Research Advisors, Inc.

124.84K

Mar 31, 26

-47.15K

0.28%

WCG Wealth Advisors LLC

121.22K

Mar 31, 26

-4.89K

0.28%

Vawter Financial, Ltd.

120.79K

Mar 31, 26

+8.49K

0.28%

Pinnacle Wealth Planning Services, Inc.

118.78K

Mar 31, 26

+370

0.27%

Royal Fund Management, LLC

111.32K

Mar 31, 26

-1.48K

0.25%

Empowered Funds, LLC

111.16K

Mar 31, 26

+12.61K

0.25%

Windsor Capital Management, LLC

108.18K

Mar 31, 26

-197

0.25%

MISSION WEALTH MANAGEMENT, LP

95.75K

Mar 31, 26

-1.34K

0.22%

ASSETMARK, INC

94.38K

Mar 31, 26

-50.42K

0.21%

ADVISOR GROUP HOLDINGS, INC.

82.24K

Mar 31, 26

-1.08K

0.19%

RAYMOND JAMES FINANCIAL INC

74.73K

Mar 31, 26

+5.62K

0.17%

Cetera Investment Advisers

70.02K

Mar 31, 26

-26.53K

0.16%

Summit Financial, LLC

64.18K

Mar 31, 26

+64.18K

0.15%

PRINCIPAL SECURITIES, INC.

49.05K

Mar 31, 26

+20.52K

0.11%

ALBION FINANCIAL GROUP /UT

48.81K

Mar 31, 26

+2.08K

0.11%

Investment Partners Asset Management, Inc.

46.72K

Mar 31, 26

+668

0.11%

UBS ASSET MANAGEMENT AMERICAS INC

43.86K

Mar 31, 26

+43.86K

0.10%

Menard Financial Group LLC

41.46K

Mar 31, 26

+552

0.09%

PARK AVENUE SECURITIES LLC

36.41K

Mar 31, 26

+659

0.08%

CreativeOne Wealth, LLC

33.64K

Mar 31, 26

-3.98K

0.08%

Portfolio Strategies, Inc.

32.24K

Mar 31, 26

0.07%

Cerity Partners LLC

29.22K

Mar 31, 26

+596

0.07%

Sigma Planning Corp

24.29K

Mar 31, 26

+382

0.06%

MML INVESTORS SERVICES, LLC

22.96K

Mar 31, 26

-15.62K

0.05%

5T Wealth, LLC

22.50K

Mar 31, 26

-10.15K

0.05%

Integrated Wealth Concepts LLC

20.51K

Mar 31, 26

+3.13K

0.05%

Simmons Bank

17.53K

Mar 31, 26

-5.62K

0.04%

Lido Advisors, LLC

16.87K

Mar 31, 26

-7.16K

0.04%

Dynamic Advisor Solutions LLC

16.65K

Mar 31, 26

+5.02K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

16.54K

Mar 31, 26

-968

0.04%

MN Wealth Advisors, LLC

16.15K

Mar 31, 26

-12.08K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

13.21K

Mar 31, 26

+2.53K

0.03%

Independent Wealth Network Inc.

12.92K

Mar 31, 26

+12.92K

0.03%

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

12.75K

Mar 31, 26

-4.14K

0.03%

CWM, LLC

12.01K

Mar 31, 26

-1.08K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

11.84K

Mar 31, 26

-659

0.03%

Midwestern Financial, LLC /IA

10.86K

Mar 31, 26

+153

0.02%

MAI Capital Management

10.00K

Mar 31, 26

-220

0.02%

Capital Analysts, LLC

9.58K

Mar 31, 26

+2.56K

0.02%

FIFTH THIRD SECURITIES, INC.

9.10K

Mar 31, 26

+1.36K

0.02%

Ascent Group, LLC

8.97K

Mar 31, 26

-3.37K

0.02%

TBH Global Asset Management, LLC

8.73K

Mar 31, 26

+8.73K

0.02%

Advisory Services Network, LLC

7.54K

Mar 31, 26

+951

0.02%

Miracle Mile Advisors, LLC

7.22K

Mar 31, 26

0.02%

Acorn Wealth Advisors, LLC

6.68K

Mar 31, 26

+80

0.02%

Golden State Equity Partners

6.55K

Mar 31, 26

+6.55K

0.01%

IFP Advisors, Inc

6.38K

Mar 31, 26

-634

0.01%

TRUIST FINANCIAL CORP

6.30K

Mar 31, 26

+309

0.01%

LOCKERMAN FINANCIAL GROUP, INC.

6.10K

Mar 31, 26

-1.89K

0.01%

Sepio Capital, LP

6.00K

Mar 31, 26

0.01%

WNY Asset Management, LLC

5.43K

Mar 31, 26

+5.43K

0.01%

Farther Finance Advisors, LLC

5.37K

Mar 31, 26

-673

0.01%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

5.10K

Mar 31, 26

-196

0.01%

ROYAL BANK OF CANADA

4.82K

Mar 31, 26

-461

0.01%

CGN Advisors LLC

4.74K

Mar 31, 26

-940

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

4.46K

Mar 31, 26

-55

0.01%

Rosenberg Matthew Hamilton

3.42K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

1.97K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.55K

Mar 31, 26

-448

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

1.42K

Mar 31, 26

+1.42K

0.00%

Steward Partners Investment Advisory, LLC

1.42K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.32K

Mar 31, 26

+38

0.00%

Rockefeller Capital Management L.P.

1.03K

Mar 31, 26

-608

0.00%

RICHARDSON FINANCIAL SERVICES INC.

909

Mar 31, 26

-651

0.00%

Capital Investment Advisory Services, LLC

867

Mar 31, 26

-527

0.00%

Newbridge Financial Services Group, Inc.

760

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

709

Mar 31, 26

+192

0.00%

UBS Group AG

622

Mar 31, 26

+622

0.00%

WHITTIER TRUST CO OF NEVADA INC

621

Mar 31, 26

-497

0.00%

HARBOUR INVESTMENTS, INC.

554

Mar 31, 26

+294

0.00%

N.E.W. Advisory Services LLC

398

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

377

Mar 31, 26

-340

0.00%

Missouri Trust & Investment Co

375

Mar 31, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

343

Mar 31, 26

+184

0.00%

WELLS FARGO & COMPANY/MN

262

Mar 31, 26

+227

0.00%

Transamerica Financial Advisors, Inc.

246

Mar 31, 26

-721

0.00%

LGT Financial Advisors LLC

242

Mar 31, 26

-136

0.00%

Cornerstone Planning Group LLC

187

Mar 31, 26

+187

0.00%

Ashton Thomas Private Wealth, LLC

186

Mar 31, 26

+186

0.00%

NewEdge Advisors, LLC

181

Mar 31, 26

0.00%

Rossby Financial, LCC

124

Mar 31, 26

-52

0.00%

AE Wealth Management LLC

100

Mar 31, 26

-71

0.00%

Triumph Capital Management

Mar 31, 26

-5

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+76

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Mar 31, 26

+30

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

FMR LLC

Mar 31, 26

-92

0.00%

Allspring Global Investments Holdings, LLC

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Mar 31, 26

-2

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-135

OLD MISSION CAPITAL LLC

Mar 31, 26

-71.32K

Wayfinding Financial, LLC

Mar 31, 26

-6.40K

CITADEL ADVISORS LLC

Mar 31, 26

-15.87K

GeoWealth Management, LLC

Mar 31, 26

-2.98K

Fairway Wealth LLC

Mar 31, 26

-88

WealthShield Partners, LLC

Mar 31, 26

-85

ORG Partners LLC

7.13K

Dec 31, 25

+710

0.02%

CAPE COD FIVE CENTS SAVINGS BANK

5.39K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

5.20K

Dec 31, 25

+51

0.01%

COMERICA BANK

Dec 31, 25

0.00%

SageView Advisory Group, LLC

Dec 31, 25

+38

0.00%

Congress Wealth Management LLC / DE /

74.05K

Jun 30, 25

+74.05K

0.17%

Graypoint LLC

22.99K

Jun 30, 25

-6.29K

0.05%

Blue Oak Capital, LLC

7.60K

Jun 30, 25

-65.05K

0.02%

Atria Wealth Solutions, Inc.

4.67K

Jun 30, 25

+4.67K

0.01%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

20.23K

Sep 30, 24

+446

0.05%

RAYMOND JAMES & ASSOCIATES

16.29K

Sep 30, 24

-725

0.04%

RAYMOND JAMES TRUST N.A.

4.60K

Sep 30, 24

0.01%

Family Asset Management, LLC

250

Sep 30, 24

+18

0.00%

BlackRock Inc.

532.10K

Jun 30, 24

+82.78K

1.21%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-817

Cetera Advisor Networks LLC

29.06K

Mar 31, 24

+4.27K

0.07%

Cetera Advisors LLC

6.20K

Mar 31, 24

+947

0.01%

Highlander Capital Management, LLC

1.18K

Mar 31, 24

-500

0.00%

Daniels&Tansey,LLP

82.95K

Sep 30, 23

+63.27K

0.19%

KCS Wealth Advisory

10.58K

Sep 30, 23

-6.30K

0.02%

Corbenic Partners LLC

135

Jun 30, 22

0.00%

Winfield Associates, Inc.

22.93K

Mar 31, 22

-380

0.05%

HawsGoodwin Investment Management LLC

60.91K

Dec 31, 21

+2.46K

0.14%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

0.00%

ETRADE Capital Management LLC

20.09K

Sep 30, 20

+20.09K

0.05%

Global Financial Private Capital, Inc

34.98K

Jun 30, 20

-29.81K

0.08%

Advisor Group, Inc.

7.79K

Dec 31, 19

+185

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

5.59K

Dec 31, 19

-238

0.01%

MRA Associates USA LLC

1.80K

Sep 30, 19

+1.80K

0.00%

Allegis Investment Advisors, LLC

Mar 31, 18

-8.10K