JPMorgan Limited Duration Bond ETF(JPLD)

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JPMorgan Limited Duration Bond ETF(JPLD)

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JPLD(JPLD)

JPLD

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

Institutional Ownership

Top 165 Institutional Holders

Holder	Shares	Date	Change	% Held
Scott Capital Advisors, LLC	321.81K	Jun 30, 26	+282.60K	0.43%
Spinnaker Investment Group, LLC	269.01K	Jun 30, 26	+269.01K	0.36%
FMA Wealth Management, LLC	233.54K	Jun 30, 26	-4.16K	0.31%
Stonebridge Financial Group, LLC	231.76K	Jun 30, 26	-19.66K	0.31%
Bulwark Capital Corp	196.89K	Jun 30, 26	-39.33K	0.26%
Kraft, Davis & Associates, LLC	175.88K	Jun 30, 26	+131.60K	0.24%
Apella Capital, LLC	99.44K	Jun 30, 26	-283	0.13%
Members Advisory Group LLC	81.40K	Jun 30, 26	-3.29K	0.11%
Wealthcare Advisory Partners LLC	57.90K	Jun 30, 26	-8.62K	0.08%
Nautilus Advisors LLC	56.02K	Jun 30, 26	-5.47K	0.07%
WINEBRENNER CAPITAL MANAGEMENT LLC	45.34K	Jun 30, 26	-62	0.06%
TCP Asset Management, LLC	24.15K	Jun 30, 26	-16.89K	0.03%
KWB Wealth	16.64K	Jun 30, 26	+4.50K	0.02%
Cedar Mountain Advisors, LLC	12.27K	Jun 30, 26	+11.32K	0.02%
Trellis Wealth Advisors LLC	9.84K	Jun 30, 26	+9.84K	0.01%
PFG Advisors	9.45K	Jun 30, 26	+328	0.01%
Sandy Cove Advisors, LLC	6.57K	Jun 30, 26	+160	0.01%
Martin Investment Management, LLC	6.09K	Jun 30, 26	--	0.01%
McHugh Group, LLC	5.00K	Jun 30, 26	+5.00K	0.01%
Farther Finance Advisors, LLC	590	Jun 30, 26	+590	0.00%
GoalVest Advisory LLC	--	Jun 30, 26	-595	--
JPMORGAN CHASE & CO	45.33M	Mar 31, 26	+7.80M	60.64%
CAPTRUST FINANCIAL ADVISORS	1.63M	Mar 31, 26	+1.60M	2.18%
MORGAN STANLEY	1.44M	Mar 31, 26	+89.08K	1.93%
LPL Financial LLC	1.15M	Mar 31, 26	+333.51K	1.54%
Miracle Mile Advisors, LLC	918.30K	Mar 31, 26	+26.98K	1.23%
Schiavi & Co LLC	895.62K	Mar 31, 26	+89.69K	1.20%
Allspring Global Investments Holdings, LLC	875.69K	Mar 31, 26	+875.28K	1.17%
UBS Group AG	835.21K	Mar 31, 26	-212.33K	1.12%
M&T BANK CORP	660.89K	Mar 31, 26	-385.54K	0.88%
BANK OF AMERICA CORP /DE/	402.82K	Mar 31, 26	+13.69K	0.54%
MBM Wealth Consultants, LLC	339.07K	Mar 31, 26	+34.92K	0.45%
TD Capital Management LLC	263.72K	Mar 31, 26	+12.76K	0.35%
JONES FINANCIAL COMPANIES LLLP	256.57K	Mar 31, 26	+121.75K	0.34%
RAYMOND JAMES FINANCIAL INC	238.07K	Mar 31, 26	+14.02K	0.32%
JANE STREET GROUP, LLC	233.53K	Mar 31, 26	+118.48K	0.31%
Intellus Advisors LLC	233.45K	Mar 31, 26	+15.31K	0.31%
Essential Planning, LLC.	228.86K	Mar 31, 26	+67.14K	0.31%
HighTower Advisors, LLC	209.66K	Mar 31, 26	-78.48K	0.28%
Boulder Wealth Advisors, LLC	189.28K	Mar 31, 26	+153.03K	0.25%
Wealth Advisors of Tampa Bay, LLC	184.93K	Mar 31, 26	+68.07K	0.25%
Private Advisor Group, LLC	178.24K	Mar 31, 26	+71.76K	0.24%
Whipplewood Advisors, LLC	150.35K	Mar 31, 26	+150.35K	0.20%
ANCHOR CAPITAL ADVISORS LLC	137.12K	Mar 31, 26	+137.12K	0.18%
DRIVE WEALTH MANAGEMENT, LLC	134.98K	Mar 31, 26	-28.65K	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	123.69K	Mar 31, 26	+56.25K	0.17%
Cetera Investment Advisers	120.55K	Mar 31, 26	-19.57K	0.16%
MONECO Advisors, LLC	107.59K	Mar 31, 26	+15.00K	0.14%
Bleakley Financial Group, LLC	96.34K	Mar 31, 26	+5.99K	0.13%
ADVISOR GROUP HOLDINGS, INC.	86.47K	Mar 31, 26	+9.54K	0.12%
Steward Partners Investment Advisory, LLC	86.23K	Mar 31, 26	+83.13K	0.12%
AE Wealth Management LLC	80.78K	Mar 31, 26	+1.79K	0.11%
Equitable Holdings, Inc.	80.55K	Mar 31, 26	+14.75K	0.11%
GSB Wealth Management, LLC	70.48K	Mar 31, 26	-45.07K	0.09%
Janney Montgomery Scott LLC	70.13K	Mar 31, 26	+34.53K	0.09%
Diversified Portfolios, Inc.	56.01K	Mar 31, 26	+35.65K	0.07%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	50.81K	Mar 31, 26	+36.34K	0.07%
NICOLET BANKSHARES INC	43.69K	Mar 31, 26	+43.69K	0.06%
FLOW TRADERS U.S. LLC	41.08K	Mar 31, 26	-308.20K	0.05%
ENVESTNET ASSET MANAGEMENT INC	40.25K	Mar 31, 26	+3.29K	0.05%
Savvy Advisors, Inc.	37.88K	Mar 31, 26	+4.32K	0.05%
GREAT VALLEY ADVISOR GROUP, INC.	36.60K	Mar 31, 26	+36.60K	0.05%
KANE INVESTMENT MANAGEMENT, INC.	36.31K	Mar 31, 26	+2.72K	0.05%
D.A. DAVIDSON & CO.	35.63K	Mar 31, 26	+1.24K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	32.97K	Mar 31, 26	+1.36K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31.64K	Mar 31, 26	-16.89K	0.04%
Ascent Group, LLC	30.82K	Mar 31, 26	+4.77K	0.04%
Capital Group Private Client Services, Inc.	30.20K	Mar 31, 26	+3.59K	0.04%
Rossby Financial, LCC	28.74K	Mar 31, 26	+27.77K	0.04%
PROTECTIVE LIFE CORP	28.43K	Mar 31, 26	+28.43K	0.04%
IRON Financial LLC	25.83K	Mar 31, 26	+25.83K	0.03%
Accretive Wealth Partners, LLC	24.81K	Mar 31, 26	+24.81K	0.03%
Saiph Capital, LLC	24.63K	Mar 31, 26	-41	0.03%
Cambridge Investment Research Advisors, Inc.	22.84K	Mar 31, 26	-20.19K	0.03%
MML INVESTORS SERVICES, LLC	21.97K	Mar 31, 26	-719	0.03%
Synergy Asset Management, LLC	20.97K	Mar 31, 26	+20.97K	0.03%
WCG Wealth Advisors LLC	19.06K	Mar 31, 26	+3.96K	0.03%
STIFEL FINANCIAL CORP	18.90K	Mar 31, 26	+1.55K	0.03%
HAZLETT, BURT & WATSON, INC.	18.40K	Mar 31, 26	+11.62K	0.02%
FIFTH THIRD BANCORP	18.08K	Mar 31, 26	+8.88K	0.02%
PRAIRIEVIEW WEALTH PARTNERS, LLC	17.35K	Mar 31, 26	+8.84K	0.02%
WJ Wealth Management, LLC	17.27K	Mar 31, 26	-466	0.02%
TRUIST FINANCIAL CORP	17.20K	Mar 31, 26	-63	0.02%
HRT FINANCIAL LP	17.19K	Mar 31, 26	+17.19K	0.02%
Vawter Financial, Ltd.	12.90K	Mar 31, 26	+1.51K	0.02%
PRIVATE TRUST CO NA	12.53K	Mar 31, 26	+3.05K	0.02%
Rollins Financial Advisors, LLC	12.40K	Mar 31, 26	+12.40K	0.02%
OLD MISSION CAPITAL LLC	12.03K	Mar 31, 26	+12.03K	0.02%
BlueStem Wealth Partners, LLC	11.81K	Mar 31, 26	+1.80K	0.02%
Cloud Capital Management, LLC	10.47K	Mar 31, 26	+98	0.01%
Jaffetilchin Investment Partners, LLC	10.41K	Mar 31, 26	+2.02K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.09K	Mar 31, 26	-42.39K	0.01%
Cerity Partners LLC	9.78K	Mar 31, 26	+194	0.01%
Creative Planning	9.25K	Mar 31, 26	+1.01K	0.01%
Ameritas Investment Partners, Inc.	9.22K	Mar 31, 26	+9.22K	0.01%
Bank of New York Mellon Corp	8.95K	Mar 31, 26	-274	0.01%
OPPENHEIMER & CO INC	8.73K	Mar 31, 26	+8.73K	0.01%
ROYAL BANK OF CANADA	8.23K	Mar 31, 26	+668	0.01%
CIBC WORLD MARKET INC.	8.22K	Mar 31, 26	+3.99K	0.01%
Centerpoint Advisory Group	8.00K	Mar 31, 26	-703	0.01%
Family Office Research LLC	7.74K	Mar 31, 26	--	0.01%
Maridea Wealth Management LLC	7.35K	Mar 31, 26	+665	0.01%
Stratos Wealth Partners, LTD.	7.30K	Mar 31, 26	+7.30K	0.01%
Diversified Enterprises, LLC	6.79K	Mar 31, 26	+134	0.01%
SRS Capital Advisors, Inc.	6.29K	Mar 31, 26	+2.65K	0.01%
Perigon Wealth Management, LLC	5.32K	Mar 31, 26	+5.32K	0.01%
PFG Investments, LLC	5.30K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	5.20K	Mar 31, 26	+1.49K	0.01%
Beacon Financial Advisory LLC	4.92K	Mar 31, 26	-2.70K	0.01%
FMR LLC	4.69K	Mar 31, 26	+3.66K	0.01%
CITADEL ADVISORS LLC	4.37K	Mar 31, 26	-89.73K	0.01%
PLANNING DIRECTIONS INC	4.14K	Mar 31, 26	+42	0.01%
GWN SECURITIES INC.	4.05K	Mar 31, 26	-40	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.00K	Mar 31, 26	+4.00K	0.01%
BFSG, LLC	3.77K	Mar 31, 26	+3.77K	0.01%
Western Wealth Management, LLC	2.94K	Mar 31, 26	+2.94K	0.00%
BANK OF MONTREAL /CAN/	2.11K	Mar 31, 26	+18	0.00%
Archer Investment Corp	2.04K	Mar 31, 26	+2.04K	0.00%
Geneos Wealth Management Inc.	1.59K	Mar 31, 26	--	0.00%
ALERUS FINANCIAL NA	1.53K	Mar 31, 26	+1.53K	0.00%
Sound Income Strategies, LLC	1.42K	Mar 31, 26	+1.42K	0.00%
Rockefeller Capital Management L.P.	1.34K	Mar 31, 26	+1.34K	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	1.33K	Mar 31, 26	-284	0.00%
Graney & King, LLC	1.10K	Mar 31, 26	+1.10K	0.00%
Bogart Wealth, LLC	1.00K	Mar 31, 26	+1.00K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	912	Mar 31, 26	+114	0.00%
WELLS FARGO & COMPANY/MN	862	Mar 31, 26	-2.71K	0.00%
Wagner Wealth Management, LLC	862	Mar 31, 26	+862	0.00%
Allworth Financial LP	723	Mar 31, 26	--	0.00%
US BANCORP \DE\	659	Mar 31, 26	+659	0.00%
NewEdge Advisors, LLC	648	Mar 31, 26	+98	0.00%
MCF Advisors LLC	568	Mar 31, 26	+568	0.00%
Nemes Rush Group LLC	384	Mar 31, 26	+384	0.00%
BARD ASSOCIATES INC	261	Mar 31, 26	+261	0.00%
CWM, LLC	244	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	230	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	221	Mar 31, 26	+221	0.00%
Smartleaf Asset Management LLC	218	Mar 31, 26	+218	0.00%
Triumph Capital Management	200	Mar 31, 26	--	0.00%
ASSETMARK, INC	182	Mar 31, 26	--	0.00%
Golden State Equity Partners	133	Mar 31, 26	+133	0.00%
BOK Financial Private Wealth, Inc.	96	Mar 31, 26	--	0.00%
Oakworth Capital, Inc.	85	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	62	Mar 31, 26	--	0.00%
Waverly Advisors, LLC	29	Mar 31, 26	+29	0.00%
Kestra Advisory Services, LLC	--	Mar 31, 26	-2.57K	--
Golden State Wealth Management, LLC	--	Mar 31, 26	-2.53K	--
Navalign, LLC	--	Mar 31, 26	-25	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-9.16K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-51	--
TSFG, LLC	--	Mar 31, 26	-101	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-303	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-267	--
MidWestOne Financial Group, Inc.	43.84K	Dec 31, 25	+6.25K	0.06%
COMERICA BANK	17.85K	Dec 31, 25	-1.04K	0.02%
SageView Advisory Group, LLC	1.00K	Dec 31, 25	+1.00K	0.00%
Global Retirement Partners, LLC	303	Dec 31, 25	+2	0.00%
CIBC Private Wealth Group, LLC	23	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-104	--
AVANTAX ADVISORY SERVICES, INC.	8.42K	Jun 30, 25	+8.42K	0.01%
Good Life Advisors, LLC	7.73K	Jun 30, 25	+7.73K	0.01%
RAYMOND JAMES & ASSOCIATES	196.28K	Sep 30, 24	+7.41K	0.26%
Raymond James Financial Services Advisors, Inc.	33.18K	Sep 30, 24	+1.43K	0.04%
RAYMOND JAMES TRUST N.A.	9.39K	Sep 30, 24	+2.90K	0.01%
Cetera Advisor Networks LLC	23.12K	Mar 31, 24	-35.10K	0.03%

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Holder

Date

Change

% Held

Scott Capital Advisors, LLC

321.81K

Jun 30, 26

+282.60K

0.43%

Spinnaker Investment Group, LLC

269.01K

Jun 30, 26

+269.01K

0.36%

FMA Wealth Management, LLC

233.54K

Jun 30, 26

-4.16K

0.31%

Stonebridge Financial Group, LLC

231.76K

Jun 30, 26

-19.66K

0.31%

Bulwark Capital Corp

196.89K

Jun 30, 26

-39.33K

0.26%

Kraft, Davis & Associates, LLC

175.88K

Jun 30, 26

+131.60K

0.24%

Apella Capital, LLC

99.44K

Jun 30, 26

-283

0.13%

Members Advisory Group LLC

81.40K

Jun 30, 26

-3.29K

0.11%

Wealthcare Advisory Partners LLC

57.90K

Jun 30, 26

-8.62K

0.08%

Nautilus Advisors LLC

56.02K

Jun 30, 26

-5.47K

0.07%

WINEBRENNER CAPITAL MANAGEMENT LLC

45.34K

Jun 30, 26

-62

0.06%

TCP Asset Management, LLC

24.15K

Jun 30, 26

-16.89K

0.03%

KWB Wealth

16.64K

Jun 30, 26

+4.50K

0.02%

Cedar Mountain Advisors, LLC

12.27K

Jun 30, 26

+11.32K

0.02%

Trellis Wealth Advisors LLC

9.84K

Jun 30, 26

+9.84K

0.01%

PFG Advisors

9.45K

Jun 30, 26

+328

0.01%

Sandy Cove Advisors, LLC

6.57K

Jun 30, 26

+160

0.01%

Martin Investment Management, LLC

6.09K

Jun 30, 26

0.01%

McHugh Group, LLC

5.00K

Jun 30, 26

+5.00K

0.01%

Farther Finance Advisors, LLC

590

Jun 30, 26

+590

0.00%

GoalVest Advisory LLC

Jun 30, 26

-595

JPMORGAN CHASE & CO

45.33M

Mar 31, 26

+7.80M

60.64%

CAPTRUST FINANCIAL ADVISORS

1.63M

Mar 31, 26

+1.60M

2.18%

MORGAN STANLEY

1.44M

Mar 31, 26

+89.08K

1.93%

LPL Financial LLC

1.15M

Mar 31, 26

+333.51K

1.54%

Miracle Mile Advisors, LLC

918.30K

Mar 31, 26

+26.98K

1.23%

Schiavi & Co LLC

895.62K

Mar 31, 26

+89.69K

1.20%

Allspring Global Investments Holdings, LLC

875.69K

Mar 31, 26

+875.28K

1.17%

UBS Group AG

835.21K

Mar 31, 26

-212.33K

1.12%

M&T BANK CORP

660.89K

Mar 31, 26

-385.54K

0.88%

BANK OF AMERICA CORP /DE/

402.82K

Mar 31, 26

+13.69K

0.54%

MBM Wealth Consultants, LLC

339.07K

Mar 31, 26

+34.92K

0.45%

TD Capital Management LLC

263.72K

Mar 31, 26

+12.76K

0.35%

JONES FINANCIAL COMPANIES LLLP

256.57K

Mar 31, 26

+121.75K

0.34%

RAYMOND JAMES FINANCIAL INC

238.07K

Mar 31, 26

+14.02K

0.32%

JANE STREET GROUP, LLC

233.53K

Mar 31, 26

+118.48K

0.31%

Intellus Advisors LLC

233.45K

Mar 31, 26

+15.31K

0.31%

Essential Planning, LLC.

228.86K

Mar 31, 26

+67.14K

0.31%

HighTower Advisors, LLC

209.66K

Mar 31, 26

-78.48K

0.28%

Boulder Wealth Advisors, LLC

189.28K

Mar 31, 26

+153.03K

0.25%

Wealth Advisors of Tampa Bay, LLC

184.93K

Mar 31, 26

+68.07K

0.25%

Private Advisor Group, LLC

178.24K

Mar 31, 26

+71.76K

0.24%

Whipplewood Advisors, LLC

150.35K

Mar 31, 26

+150.35K

0.20%

ANCHOR CAPITAL ADVISORS LLC

137.12K

Mar 31, 26

+137.12K

0.18%

DRIVE WEALTH MANAGEMENT, LLC

134.98K

Mar 31, 26

-28.65K

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

123.69K

Mar 31, 26

+56.25K

0.17%

Cetera Investment Advisers

120.55K

Mar 31, 26

-19.57K

0.16%

MONECO Advisors, LLC

107.59K

Mar 31, 26

+15.00K

0.14%

Bleakley Financial Group, LLC

96.34K

Mar 31, 26

+5.99K

0.13%

ADVISOR GROUP HOLDINGS, INC.

86.47K

Mar 31, 26

+9.54K

0.12%

Steward Partners Investment Advisory, LLC

86.23K

Mar 31, 26

+83.13K

0.12%

AE Wealth Management LLC

80.78K

Mar 31, 26

+1.79K

0.11%

Equitable Holdings, Inc.

80.55K

Mar 31, 26

+14.75K

0.11%

GSB Wealth Management, LLC

70.48K

Mar 31, 26

-45.07K

0.09%

Janney Montgomery Scott LLC

70.13K

Mar 31, 26

+34.53K

0.09%

Diversified Portfolios, Inc.

56.01K

Mar 31, 26

+35.65K

0.07%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

50.81K

Mar 31, 26

+36.34K

0.07%

NICOLET BANKSHARES INC

43.69K

Mar 31, 26

+43.69K

0.06%

FLOW TRADERS U.S. LLC

41.08K

Mar 31, 26

-308.20K

0.05%

ENVESTNET ASSET MANAGEMENT INC

40.25K

Mar 31, 26

+3.29K

0.05%

Savvy Advisors, Inc.

37.88K

Mar 31, 26

+4.32K

0.05%

GREAT VALLEY ADVISOR GROUP, INC.

36.60K

Mar 31, 26

+36.60K

0.05%

KANE INVESTMENT MANAGEMENT, INC.

36.31K

Mar 31, 26

+2.72K

0.05%

D.A. DAVIDSON & CO.

35.63K

Mar 31, 26

+1.24K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

32.97K

Mar 31, 26

+1.36K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

31.64K

Mar 31, 26

-16.89K

0.04%

Ascent Group, LLC

30.82K

Mar 31, 26

+4.77K

0.04%

Capital Group Private Client Services, Inc.

30.20K

Mar 31, 26

+3.59K

0.04%

Rossby Financial, LCC

28.74K

Mar 31, 26

+27.77K

0.04%

PROTECTIVE LIFE CORP

28.43K

Mar 31, 26

+28.43K

0.04%

IRON Financial LLC

25.83K

Mar 31, 26

+25.83K

0.03%

Accretive Wealth Partners, LLC

24.81K

Mar 31, 26

+24.81K

0.03%

Saiph Capital, LLC

24.63K

Mar 31, 26

-41

0.03%

Cambridge Investment Research Advisors, Inc.

22.84K

Mar 31, 26

-20.19K

0.03%

MML INVESTORS SERVICES, LLC

21.97K

Mar 31, 26

-719

0.03%

Synergy Asset Management, LLC

20.97K

Mar 31, 26

+20.97K

0.03%

WCG Wealth Advisors LLC

19.06K

Mar 31, 26

+3.96K

0.03%

STIFEL FINANCIAL CORP

18.90K

Mar 31, 26

+1.55K

0.03%

HAZLETT, BURT & WATSON, INC.

18.40K

Mar 31, 26

+11.62K

0.02%

FIFTH THIRD BANCORP

18.08K

Mar 31, 26

+8.88K

0.02%

PRAIRIEVIEW WEALTH PARTNERS, LLC

17.35K

Mar 31, 26

+8.84K

0.02%

WJ Wealth Management, LLC

17.27K

Mar 31, 26

-466

0.02%

TRUIST FINANCIAL CORP

17.20K

Mar 31, 26

-63

0.02%

HRT FINANCIAL LP

17.19K

Mar 31, 26

+17.19K

0.02%

Vawter Financial, Ltd.

12.90K

Mar 31, 26

+1.51K

0.02%

PRIVATE TRUST CO NA

12.53K

Mar 31, 26

+3.05K

0.02%

Rollins Financial Advisors, LLC

12.40K

Mar 31, 26

+12.40K

0.02%

OLD MISSION CAPITAL LLC

12.03K

Mar 31, 26

+12.03K

0.02%

BlueStem Wealth Partners, LLC

11.81K

Mar 31, 26

+1.80K

0.02%

Cloud Capital Management, LLC

10.47K

Mar 31, 26

+98

0.01%

Jaffetilchin Investment Partners, LLC

10.41K

Mar 31, 26

+2.02K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.09K

Mar 31, 26

-42.39K

0.01%

Cerity Partners LLC

9.78K

Mar 31, 26

+194

0.01%

Creative Planning

9.25K

Mar 31, 26

+1.01K

0.01%

Ameritas Investment Partners, Inc.

9.22K

Mar 31, 26

+9.22K

0.01%

Bank of New York Mellon Corp

8.95K

Mar 31, 26

-274

0.01%

OPPENHEIMER & CO INC

8.73K

Mar 31, 26

+8.73K

0.01%

ROYAL BANK OF CANADA

8.23K

Mar 31, 26

+668

0.01%

CIBC WORLD MARKET INC.

8.22K

Mar 31, 26

+3.99K

0.01%

Centerpoint Advisory Group

8.00K

Mar 31, 26

-703

0.01%

Family Office Research LLC

7.74K

Mar 31, 26

0.01%

Maridea Wealth Management LLC

7.35K

Mar 31, 26

+665

0.01%

Stratos Wealth Partners, LTD.

7.30K

Mar 31, 26

+7.30K

0.01%

Diversified Enterprises, LLC

6.79K

Mar 31, 26

+134

0.01%

SRS Capital Advisors, Inc.

6.29K

Mar 31, 26

+2.65K

0.01%

Perigon Wealth Management, LLC

5.32K

Mar 31, 26

+5.32K

0.01%

PFG Investments, LLC

5.30K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

5.20K

Mar 31, 26

+1.49K

0.01%

Beacon Financial Advisory LLC

4.92K

Mar 31, 26

-2.70K

0.01%

FMR LLC

4.69K

Mar 31, 26

+3.66K

0.01%

CITADEL ADVISORS LLC

4.37K

Mar 31, 26

-89.73K

0.01%

PLANNING DIRECTIONS INC

4.14K

Mar 31, 26

+42

0.01%

GWN SECURITIES INC.

4.05K

Mar 31, 26

-40

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.00K

Mar 31, 26

+4.00K

0.01%

BFSG, LLC

3.77K

Mar 31, 26

+3.77K

0.01%

Western Wealth Management, LLC

2.94K

Mar 31, 26

+2.94K

0.00%

BANK OF MONTREAL /CAN/

2.11K

Mar 31, 26

+18

0.00%

Archer Investment Corp

2.04K

Mar 31, 26

+2.04K

0.00%

Geneos Wealth Management Inc.

1.59K

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

1.53K

Mar 31, 26

+1.53K

0.00%

Sound Income Strategies, LLC

1.42K

Mar 31, 26

+1.42K

0.00%

Rockefeller Capital Management L.P.

1.34K

Mar 31, 26

+1.34K

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

1.33K

Mar 31, 26

-284

0.00%

Graney & King, LLC

1.10K

Mar 31, 26

+1.10K

0.00%

Bogart Wealth, LLC

1.00K

Mar 31, 26

+1.00K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

912

Mar 31, 26

+114

0.00%

WELLS FARGO & COMPANY/MN

862

Mar 31, 26

-2.71K

0.00%

Wagner Wealth Management, LLC

862

Mar 31, 26

+862

0.00%

Allworth Financial LP

723

Mar 31, 26

0.00%

US BANCORP \DE\

659

Mar 31, 26

+659

0.00%

NewEdge Advisors, LLC

648

Mar 31, 26

+98

0.00%

MCF Advisors LLC

568

Mar 31, 26

+568

0.00%

Nemes Rush Group LLC

384

Mar 31, 26

+384

0.00%

BARD ASSOCIATES INC

261

Mar 31, 26

+261

0.00%

CWM, LLC

244

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

230

Mar 31, 26

0.00%

Advisory Services Network, LLC

221

Mar 31, 26

+221

0.00%

Smartleaf Asset Management LLC

218

Mar 31, 26

+218

0.00%

Triumph Capital Management

200

Mar 31, 26

0.00%

ASSETMARK, INC

182

Mar 31, 26

0.00%

Golden State Equity Partners

133

Mar 31, 26

+133

0.00%

BOK Financial Private Wealth, Inc.

Mar 31, 26

0.00%

Oakworth Capital, Inc.

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

Waverly Advisors, LLC

Mar 31, 26

+29

0.00%

Kestra Advisory Services, LLC

Mar 31, 26

-2.57K

Golden State Wealth Management, LLC

Mar 31, 26

-2.53K

Navalign, LLC

Mar 31, 26

-25

J.W. COLE ADVISORS, INC.

Mar 31, 26

-9.16K

Cape Investment Advisory, Inc.

Mar 31, 26

-51

TSFG, LLC

Mar 31, 26

-101

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-303

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-267

MidWestOne Financial Group, Inc.

43.84K

Dec 31, 25

+6.25K

0.06%

COMERICA BANK

17.85K

Dec 31, 25

-1.04K

0.02%

SageView Advisory Group, LLC

1.00K

Dec 31, 25

+1.00K

0.00%

Global Retirement Partners, LLC

303

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-104

AVANTAX ADVISORY SERVICES, INC.

8.42K

Jun 30, 25

+8.42K

0.01%

Good Life Advisors, LLC

7.73K

Jun 30, 25

+7.73K

0.01%

RAYMOND JAMES & ASSOCIATES

196.28K

Sep 30, 24

+7.41K

0.26%

Raymond James Financial Services Advisors, Inc.

33.18K

Sep 30, 24

+1.43K

0.04%

RAYMOND JAMES TRUST N.A.

9.39K

Sep 30, 24

+2.90K

0.01%

Cetera Advisor Networks LLC

23.12K

Mar 31, 24

-35.10K

0.03%