JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE)

$59.24—Stale · unknown old

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JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE)

NYSE • Last print unknown ago

$59.24—Stale · unknown old

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JPSE(JPSE)

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Institutional Ownership

Top 144 Institutional Holders

Holder	Shares	Date	Change	% Held
Koss-Olinger Consulting, LLC	1.08M	Jun 30, 26	+47.55K	10.74%
LPL Financial LLC	866.30K	Jun 30, 26	-40.82K	8.65%
RAYMOND JAMES FINANCIAL INC	475.29K	Jun 30, 26	-263.30K	4.74%
BANK OF AMERICA CORP /DE/	415.70K	Jun 30, 26	-195.18K	4.15%
Hartford Financial Management Inc.	322.29K	Jun 30, 26	-6.81K	3.22%
MORGAN STANLEY	309.89K	Jun 30, 26	+37.33K	3.09%
ROYAL BANK OF CANADA	294.43K	Jun 30, 26	-5.11K	2.94%
Aprio Wealth Management, LLC	257.36K	Jun 30, 26	-59.25K	2.57%
Goldstein Advisors, LLC	230.73K	Jun 30, 26	+67	2.30%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	219.14K	Jun 30, 26	+5.58K	2.19%
JPMORGAN CHASE & CO	194.65K	Jun 30, 26	+39.18K	1.94%
Gerber Kawasaki Wealth & Investment Management	189.52K	Jun 30, 26	-809	1.89%
TRUIST FINANCIAL CORP	182.40K	Jun 30, 26	+47.57K	1.82%
Sprinkle Financial Consultants LLC	179.75K	Jun 30, 26	+4.92K	1.79%
Sanctuary Advisors, LLC	177.47K	Jun 30, 26	+158.26K	1.77%
Integrated Wealth Concepts LLC	169.26K	Jun 30, 26	+115.26K	1.69%
ENVESTNET ASSET MANAGEMENT INC	165.57K	Jun 30, 26	+36.91K	1.65%
JONES FINANCIAL COMPANIES LLLP	161.89K	Jun 30, 26	+26.76K	1.62%
Keystone Financial Services, LLC	161.41K	Jun 30, 26	+109	1.61%
MAGNOLIA CAPITAL ADVISORS LLC	149.26K	Jun 30, 26	+9.34K	1.49%
Financial Solutions Advisory Group, Inc.	145.79K	Jun 30, 26	-1.08K	1.46%
TOCQUEVILLE ASSET MANAGEMENT L.P.	141.75K	Jun 30, 26	+1.44K	1.42%
Ipsen Advisor Group LLC	116.11K	Jun 30, 26	+523	1.16%
DAVENPORT & Co LLC	94.59K	Jun 30, 26	-13.16K	0.94%
Capital Advisors Wealth Management, LLC	91.15K	Jun 30, 26	+224	0.91%
Kingsview Wealth Management, LLC	73.99K	Jun 30, 26	+1.15K	0.74%
First Pacific Financial	70.72K	Jun 30, 26	-1.22K	0.71%
Paul Damon & Associates, Inc.	65.36K	Jun 30, 26	-625	0.65%
QUANTUM FINANCIAL PARTNERS LLC	56.12K	Jun 30, 26	+56.12K	0.56%
Cetera Investment Advisers	53.53K	Jun 30, 26	-25	0.53%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	44.84K	Jun 30, 26	+31.29K	0.45%
COMMONWEALTH EQUITY SERVICES, LLC	43.45K	Jun 30, 26	+1.37K	0.43%
Cambridge Investment Research Advisors, Inc.	42.80K	Jun 30, 26	-3.56K	0.43%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	41.52K	Jun 30, 26	+493	0.41%
LexAurum Advisors, LLC	35.12K	Jun 30, 26	-2.67K	0.35%
APPLETON PARTNERS INC/MA	35.05K	Jun 30, 26	-155.67K	0.35%
Vantus Wealth LLC	34.41K	Jun 30, 26	+34.41K	0.34%
Advyzon Investment Management, LLC	33.84K	Jun 30, 26	+1.12K	0.34%
J.W. COLE ADVISORS, INC.	31.82K	Jun 30, 26	+89	0.32%
FIFTH THIRD SECURITIES, INC.	30.14K	Jun 30, 26	-3.68K	0.30%
KWB Wealth	27.81K	Jun 30, 26	+479	0.28%
Cornerstone Wealth Management, LLC	25.82K	Jun 30, 26	-1.10K	0.26%
Financial Engines Advisors L.L.C.	23.53K	Jun 30, 26	+321	0.23%
SCHMIDT P J INVESTMENT MANAGEMENT INC	18.98K	Jun 30, 26	-1.93K	0.19%
GTS SECURITIES LLC	18.97K	Jun 30, 26	-69	0.19%
Gallacher Capital Management LLC	15.05K	Jun 30, 26	+1.59K	0.15%
MERCER GLOBAL ADVISORS INC /ADV	14.29K	Jun 30, 26	-33	0.14%
OAK HARBOR WEALTH PARTNERS, LLC	13.48K	Jun 30, 26	-38	0.13%
INDEPENDENT FINANCIAL GROUP, LLC	13.34K	Jun 30, 26	+408	0.13%
ADVISOR GROUP HOLDINGS, INC.	13.27K	Jun 30, 26	+4.08K	0.13%
McLaughlin Asset Management, Inc.	11.86K	Jun 30, 26	+4	0.12%
TWO SIGMA INVESTMENTS, LP	11.30K	Jun 30, 26	-25.10K	0.11%
MML INVESTORS SERVICES, LLC	11.16K	Jun 30, 26	+2.08K	0.11%
NOTTINGHAM ADVISORS, INC.	11.03K	Jun 30, 26	--	0.11%
Modern Wealth Management, LLC	10.63K	Jun 30, 26	-10.13K	0.11%
Western Wealth Management, LLC	10.55K	Jun 30, 26	-431	0.11%
Go Invest LLC	10.46K	Jun 30, 26	-496	0.10%
NewEdge Advisors, LLC	10.45K	Jun 30, 26	-6.99K	0.10%
Private Advisor Group, LLC	10.43K	Jun 30, 26	+10.43K	0.10%
MONEY CONCEPTS CAPITAL CORP	9.68K	Jun 30, 26	+5.42K	0.10%
COMPASS CAPITAL MANAGEMENT, INC	9.22K	Jun 30, 26	-2.94K	0.09%
KPP Advisory Services LLC	8.93K	Jun 30, 26	--	0.09%
HighTower Advisors, LLC	8.57K	Jun 30, 26	-550	0.09%
STIFEL FINANCIAL CORP	8.55K	Jun 30, 26	+14	0.09%
Miller Global Investments, LLC	8.37K	Jun 30, 26	-290	0.08%
PINNACLE ASSOCIATES LTD	7.97K	Jun 30, 26	-990	0.08%
Pinnacle Wealth Management Advisory Group, LLC	7.97K	Jun 30, 26	-990	0.08%
Colony Group, LLC	7.44K	Jun 30, 26	-593	0.07%
TITLEIST ASSET MANAGEMENT, LLC	7.39K	Jun 30, 26	-80	0.07%
Summit Financial, LLC	7.36K	Jun 30, 26	-109	0.07%
Aviance Capital Partners, LLC	7.11K	Jun 30, 26	--	0.07%
LWM Advisory Services, LLC	7.09K	Jun 30, 26	-3.20K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.39K	Jun 30, 26	-3	0.06%
INTERACTIVE FINANCIAL ADVISORS, INC.	6.06K	Jun 30, 26	-231	0.06%
Redwood Financial Network Corp	5.82K	Jun 30, 26	-485	0.06%
STEPHENS INC /AR/	5.65K	Jun 30, 26	+16	0.06%
Intrua Financial, LLC	5.50K	Jun 30, 26	--	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.32K	Jun 30, 26	-6	0.05%
THOROUGHBRED FINANCIAL SERVICES, LLC	5.26K	Jun 30, 26	+3	0.05%
Trademark Financial Management, LLC	5.06K	Jun 30, 26	+1.21K	0.05%
WealthPlan Investment Management, LLC	4.81K	Jun 30, 26	-176	0.05%
Creative Planning	4.50K	Jun 30, 26	+2	0.04%
HARBOUR INVESTMENTS, INC.	4.45K	Jun 30, 26	--	0.04%
AMERIPRISE FINANCIAL INC	4.38K	Jun 30, 26	-3.64K	0.04%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4.16K	Jun 30, 26	-144	0.04%
Kestra Advisory Services, LLC	3.71K	Jun 30, 26	-383	0.04%
DAYMARK WEALTH PARTNERS, LLC	3.53K	Jun 30, 26	+3.53K	0.04%
CITADEL ADVISORS LLC	3.43K	Jun 30, 26	+3.43K	0.03%
Centerpoint Advisory Group	3.38K	Jun 30, 26	+3.38K	0.03%
SAGESPRING WEALTH PARTNERS, LLC	3.37K	Jun 30, 26	+3.37K	0.03%
Medallion Wealth Advisors, LLC	3.05K	Jun 30, 26	+3.04K	0.03%
FMR LLC	2.12K	Jun 30, 26	+127	0.02%
Founders Financial Alliance, LLC	1.60K	Jun 30, 26	+1.60K	0.02%
ALBION FINANCIAL GROUP /UT	1.57K	Jun 30, 26	--	0.02%
Horizon Investments, LLC	1.27K	Jun 30, 26	-1.27K	0.01%
Private Wealth Management Group, LLC	1.25K	Jun 30, 26	--	0.01%
N.E.W. Advisory Services LLC	1.17K	Jun 30, 26	+1	0.01%
PRIVATE TRUST CO NA	837	Jun 30, 26	-335	0.01%
AE Wealth Management LLC	795	Jun 30, 26	+402	0.01%
Lodestone Wealth Management LLC	661	Jun 30, 26	+2	0.01%
Farther Finance Advisors, LLC	620	Jun 30, 26	+32	0.01%
Aptus Capital Advisors, LLC	407	Jun 30, 26	+1	0.00%
IFP Advisors, Inc	369	Jun 30, 26	-49	0.00%
Steward Partners Investment Advisory, LLC	352	Jun 30, 26	-62	0.00%
Bell Investment Advisors, Inc	174	Jun 30, 26	-14	0.00%
Russell Investments Group, Ltd.	155	Jun 30, 26	+1	0.00%
Rossby Financial, LCC	152	Jun 30, 26	+19	0.00%
SIGNATUREFD, LLC	130	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	110	Jun 30, 26	--	0.00%
US BANCORP \DE\	72	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	60	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	17	Jun 30, 26	+17	0.00%
HAZLETT, BURT & WATSON, INC.	11	Jun 30, 26	--	0.00%
UBS Group AG	8	Jun 30, 26	+8	0.00%
WELLS FARGO & COMPANY/MN	7	Jun 30, 26	-19	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	Jun 30, 26	--	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-6.39K	--
Mariner, LLC	--	Jun 30, 26	-5.74K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-82	--
WealthShield Partners, LLC	--	Jun 30, 26	-32	--
Caldwell Trust Co	--	Jun 30, 26	-1.30K	--
Equitable Holdings, Inc.	--	Jun 30, 26	-52.55K	--
CWM, LLC	595	Mar 31, 26	+70	0.01%
Financial Advocates Investment Management	4.31K	Sep 30, 25	-90.71K	0.04%
Atria Wealth Solutions, Inc.	5.13K	Jun 30, 25	-17.27K	0.05%
CRITERION CAPITAL ADVISORS, LLC	805	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	780.72K	Sep 30, 24	+52.16K	7.79%
RAYMOND JAMES & ASSOCIATES	564.30K	Sep 30, 24	+522.17K	5.63%
Zega Financial, LLC	24.90K	Sep 30, 24	+7.71K	0.25%
BOSTON MOUNTAIN MONEY MANAGEMENT INC	13.87K	Sep 30, 24	--	0.14%
Aspire Wealth Management Corp	2.93K	Sep 30, 24	-204	0.03%
Family Asset Management, LLC	6	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.47K	Jun 30, 24	+30	0.01%
Cetera Advisors LLC	24.22K	Mar 31, 24	+13.38K	0.24%
Cetera Advisor Networks LLC	5.58K	Mar 31, 24	+985	0.06%
Andesa Financial Management Inc.	134.90K	Mar 31, 23	+72.57K	1.35%
MUFG Americas Holdings Corp	4.20K	Sep 30, 22	--	0.04%
55I, LLC	--	Sep 30, 22	-5.44K	--
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	297	Jun 30, 21	--	0.00%
ETRADE Capital Management LLC	16.71K	Sep 30, 20	+8.31K	0.17%
First Allied Advisory Services, Inc.	8.97K	Sep 30, 20	-400	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	150.45K	Dec 31, 19	+140.24K	1.50%
Advisor Group, Inc.	15.84K	Dec 31, 19	+6.83K	0.16%
BB&T SECURITIES, LLC	12.98K	Sep 30, 19	+181	0.13%

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Holder

Date

Change

% Held

Koss-Olinger Consulting, LLC

1.08M

Jun 30, 26

+47.55K

10.74%

LPL Financial LLC

866.30K

Jun 30, 26

-40.82K

8.65%

RAYMOND JAMES FINANCIAL INC

475.29K

Jun 30, 26

-263.30K

4.74%

BANK OF AMERICA CORP /DE/

415.70K

Jun 30, 26

-195.18K

4.15%

Hartford Financial Management Inc.

322.29K

Jun 30, 26

-6.81K

3.22%

MORGAN STANLEY

309.89K

Jun 30, 26

+37.33K

3.09%

ROYAL BANK OF CANADA

294.43K

Jun 30, 26

-5.11K

2.94%

Aprio Wealth Management, LLC

257.36K

Jun 30, 26

-59.25K

2.57%

Goldstein Advisors, LLC

230.73K

Jun 30, 26

+67

2.30%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

219.14K

Jun 30, 26

+5.58K

2.19%

JPMORGAN CHASE & CO

194.65K

Jun 30, 26

+39.18K

1.94%

Gerber Kawasaki Wealth & Investment Management

189.52K

Jun 30, 26

-809

1.89%

TRUIST FINANCIAL CORP

182.40K

Jun 30, 26

+47.57K

1.82%

Sprinkle Financial Consultants LLC

179.75K

Jun 30, 26

+4.92K

1.79%

Sanctuary Advisors, LLC

177.47K

Jun 30, 26

+158.26K

1.77%

Integrated Wealth Concepts LLC

169.26K

Jun 30, 26

+115.26K

1.69%

ENVESTNET ASSET MANAGEMENT INC

165.57K

Jun 30, 26

+36.91K

1.65%

JONES FINANCIAL COMPANIES LLLP

161.89K

Jun 30, 26

+26.76K

1.62%

Keystone Financial Services, LLC

161.41K

Jun 30, 26

+109

1.61%

MAGNOLIA CAPITAL ADVISORS LLC

149.26K

Jun 30, 26

+9.34K

1.49%

Financial Solutions Advisory Group, Inc.

145.79K

Jun 30, 26

-1.08K

1.46%

TOCQUEVILLE ASSET MANAGEMENT L.P.

141.75K

Jun 30, 26

+1.44K

1.42%

Ipsen Advisor Group LLC

116.11K

Jun 30, 26

+523

1.16%

DAVENPORT & Co LLC

94.59K

Jun 30, 26

-13.16K

0.94%

Capital Advisors Wealth Management, LLC

91.15K

Jun 30, 26

+224

0.91%

Kingsview Wealth Management, LLC

73.99K

Jun 30, 26

+1.15K

0.74%

First Pacific Financial

70.72K

Jun 30, 26

-1.22K

0.71%

Paul Damon & Associates, Inc.

65.36K

Jun 30, 26

-625

0.65%

QUANTUM FINANCIAL PARTNERS LLC

56.12K

Jun 30, 26

+56.12K

0.56%

Cetera Investment Advisers

53.53K

Jun 30, 26

-25

0.53%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

44.84K

Jun 30, 26

+31.29K

0.45%

COMMONWEALTH EQUITY SERVICES, LLC

43.45K

Jun 30, 26

+1.37K

0.43%

Cambridge Investment Research Advisors, Inc.

42.80K

Jun 30, 26

-3.56K

0.43%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

41.52K

Jun 30, 26

+493

0.41%

LexAurum Advisors, LLC

35.12K

Jun 30, 26

-2.67K

0.35%

APPLETON PARTNERS INC/MA

35.05K

Jun 30, 26

-155.67K

0.35%

Vantus Wealth LLC

34.41K

Jun 30, 26

+34.41K

0.34%

Advyzon Investment Management, LLC

33.84K

Jun 30, 26

+1.12K

0.34%

J.W. COLE ADVISORS, INC.

31.82K

Jun 30, 26

+89

0.32%

FIFTH THIRD SECURITIES, INC.

30.14K

Jun 30, 26

-3.68K

0.30%

KWB Wealth

27.81K

Jun 30, 26

+479

0.28%

Cornerstone Wealth Management, LLC

25.82K

Jun 30, 26

-1.10K

0.26%

Financial Engines Advisors L.L.C.

23.53K

Jun 30, 26

+321

0.23%

SCHMIDT P J INVESTMENT MANAGEMENT INC

18.98K

Jun 30, 26

-1.93K

0.19%

GTS SECURITIES LLC

18.97K

Jun 30, 26

-69

0.19%

Gallacher Capital Management LLC

15.05K

Jun 30, 26

+1.59K

0.15%

MERCER GLOBAL ADVISORS INC /ADV

14.29K

Jun 30, 26

-33

0.14%

OAK HARBOR WEALTH PARTNERS, LLC

13.48K

Jun 30, 26

-38

0.13%

INDEPENDENT FINANCIAL GROUP, LLC

13.34K

Jun 30, 26

+408

0.13%

ADVISOR GROUP HOLDINGS, INC.

13.27K

Jun 30, 26

+4.08K

0.13%

McLaughlin Asset Management, Inc.

11.86K

Jun 30, 26

0.12%

TWO SIGMA INVESTMENTS, LP

11.30K

Jun 30, 26

-25.10K

0.11%

MML INVESTORS SERVICES, LLC

11.16K

Jun 30, 26

+2.08K

0.11%

NOTTINGHAM ADVISORS, INC.

11.03K

Jun 30, 26

0.11%

Modern Wealth Management, LLC

10.63K

Jun 30, 26

-10.13K

0.11%

Western Wealth Management, LLC

10.55K

Jun 30, 26

-431

0.11%

Go Invest LLC

10.46K

Jun 30, 26

-496

0.10%

NewEdge Advisors, LLC

10.45K

Jun 30, 26

-6.99K

0.10%

Private Advisor Group, LLC

10.43K

Jun 30, 26

+10.43K

0.10%

MONEY CONCEPTS CAPITAL CORP

9.68K

Jun 30, 26

+5.42K

0.10%

COMPASS CAPITAL MANAGEMENT, INC

9.22K

Jun 30, 26

-2.94K

0.09%

KPP Advisory Services LLC

8.93K

Jun 30, 26

0.09%

HighTower Advisors, LLC

8.57K

Jun 30, 26

-550

0.09%

STIFEL FINANCIAL CORP

8.55K

Jun 30, 26

+14

0.09%

Miller Global Investments, LLC

8.37K

Jun 30, 26

-290

0.08%

PINNACLE ASSOCIATES LTD

7.97K

Jun 30, 26

-990

0.08%

Pinnacle Wealth Management Advisory Group, LLC

7.97K

Jun 30, 26

-990

0.08%

Colony Group, LLC

7.44K

Jun 30, 26

-593

0.07%

TITLEIST ASSET MANAGEMENT, LLC

7.39K

Jun 30, 26

-80

0.07%

Summit Financial, LLC

7.36K

Jun 30, 26

-109

0.07%

Aviance Capital Partners, LLC

7.11K

Jun 30, 26

0.07%

LWM Advisory Services, LLC

7.09K

Jun 30, 26

-3.20K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.39K

Jun 30, 26

-3

0.06%

INTERACTIVE FINANCIAL ADVISORS, INC.

6.06K

Jun 30, 26

-231

0.06%

Redwood Financial Network Corp

5.82K

Jun 30, 26

-485

0.06%

STEPHENS INC /AR/

5.65K

Jun 30, 26

+16

0.06%

Intrua Financial, LLC

5.50K

Jun 30, 26

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.32K

Jun 30, 26

-6

0.05%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.26K

Jun 30, 26

0.05%

Trademark Financial Management, LLC

5.06K

Jun 30, 26

+1.21K

0.05%

WealthPlan Investment Management, LLC

4.81K

Jun 30, 26

-176

0.05%

Creative Planning

4.50K

Jun 30, 26

0.04%

HARBOUR INVESTMENTS, INC.

4.45K

Jun 30, 26

0.04%

AMERIPRISE FINANCIAL INC

4.38K

Jun 30, 26

-3.64K

0.04%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.16K

Jun 30, 26

-144

0.04%

Kestra Advisory Services, LLC

3.71K

Jun 30, 26

-383

0.04%

DAYMARK WEALTH PARTNERS, LLC

3.53K

Jun 30, 26

+3.53K

0.04%

CITADEL ADVISORS LLC

3.43K

Jun 30, 26

+3.43K

0.03%

Centerpoint Advisory Group

3.38K

Jun 30, 26

+3.38K

0.03%

SAGESPRING WEALTH PARTNERS, LLC

3.37K

Jun 30, 26

+3.37K

0.03%

Medallion Wealth Advisors, LLC

3.05K

Jun 30, 26

+3.04K

0.03%

FMR LLC

2.12K

Jun 30, 26

+127

0.02%

Founders Financial Alliance, LLC

1.60K

Jun 30, 26

+1.60K

0.02%

ALBION FINANCIAL GROUP /UT

1.57K

Jun 30, 26

0.02%

Horizon Investments, LLC

1.27K

Jun 30, 26

-1.27K

0.01%

Private Wealth Management Group, LLC

1.25K

Jun 30, 26

0.01%

N.E.W. Advisory Services LLC

1.17K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

837

Jun 30, 26

-335

0.01%

AE Wealth Management LLC

795

Jun 30, 26

+402

0.01%

Lodestone Wealth Management LLC

661

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

620

Jun 30, 26

+32

0.01%

Aptus Capital Advisors, LLC

407

Jun 30, 26

0.00%

IFP Advisors, Inc

369

Jun 30, 26

-49

0.00%

Steward Partners Investment Advisory, LLC

352

Jun 30, 26

-62

0.00%

Bell Investment Advisors, Inc

174

Jun 30, 26

-14

0.00%

Russell Investments Group, Ltd.

155

Jun 30, 26

0.00%

Rossby Financial, LCC

152

Jun 30, 26

+19

0.00%

SIGNATUREFD, LLC

130

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

110

Jun 30, 26

0.00%

US BANCORP \DE\

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

+17

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-19

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-6.39K

Mariner, LLC

Jun 30, 26

-5.74K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-82

WealthShield Partners, LLC

Jun 30, 26

-32

Caldwell Trust Co

Jun 30, 26

-1.30K

Equitable Holdings, Inc.

Jun 30, 26

-52.55K

CWM, LLC

595

Mar 31, 26

+70

0.01%

Financial Advocates Investment Management

4.31K

Sep 30, 25

-90.71K

0.04%

Atria Wealth Solutions, Inc.

5.13K

Jun 30, 25

-17.27K

0.05%

CRITERION CAPITAL ADVISORS, LLC

805

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

780.72K

Sep 30, 24

+52.16K

7.79%

RAYMOND JAMES & ASSOCIATES

564.30K

Sep 30, 24

+522.17K

5.63%

Zega Financial, LLC

24.90K

Sep 30, 24

+7.71K

0.25%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

13.87K

Sep 30, 24

0.14%

Aspire Wealth Management Corp

2.93K

Sep 30, 24

-204

0.03%

Family Asset Management, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.47K

Jun 30, 24

+30

0.01%

Cetera Advisors LLC

24.22K

Mar 31, 24

+13.38K

0.24%

Cetera Advisor Networks LLC

5.58K

Mar 31, 24

+985

0.06%

Andesa Financial Management Inc.

134.90K

Mar 31, 23

+72.57K

1.35%

MUFG Americas Holdings Corp

4.20K

Sep 30, 22

0.04%

55I, LLC

Sep 30, 22

-5.44K

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

297

Jun 30, 21

0.00%

ETRADE Capital Management LLC

16.71K

Sep 30, 20

+8.31K

0.17%

First Allied Advisory Services, Inc.

8.97K

Sep 30, 20

-400

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

150.45K

Dec 31, 19

+140.24K

1.50%

Advisor Group, Inc.

15.84K

Dec 31, 19

+6.83K

0.16%

BB&T SECURITIES, LLC

12.98K

Sep 30, 19

+181

0.13%