JPMorgan Short Duration Core Plus ETF(JSCP)

$46.87—Stale · unknown old

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JPMorgan Short Duration Core Plus ETF(JSCP)

NYSE • Last print unknown ago

$46.87—Stale · unknown old

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JSCP(JSCP)

JSCP

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Institutional Ownership

Top 149 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	2.66M	Jun 30, 26	+86.90K	14.34%
EP Wealth Advisors, LLC	2.17M	Jun 30, 26	-45.79K	11.72%
HB Wealth Management, LLC	666.59K	Jun 30, 26	-85.50K	3.59%
Roberts Wealth Advisors, LLC	626.22K	Jun 30, 26	+38.85K	3.38%
MCF Advisors LLC	514.15K	Jun 30, 26	+5.14K	2.77%
CGN Advisors LLC	445.97K	Jun 30, 26	+59.23K	2.40%
Apella Capital, LLC	414.96K	Jun 30, 26	-15.70K	2.24%
5th Street Advisors, LLC	396.65K	Jun 30, 26	+11.04K	2.14%
Bridgewealth Advisory Group, LLC	387.80K	Jun 30, 26	+15.31K	2.09%
HighTower Advisors, LLC	373.55K	Jun 30, 26	-13.64K	2.01%
TD Capital Management LLC	372.47K	Jun 30, 26	+50.53K	2.01%
ROOF EIDAM & MAYCOCK/ADV	347.10K	Jun 30, 26	-709	1.87%
Integrated Wealth Concepts LLC	345.07K	Jun 30, 26	+14.45K	1.86%
SkyOak Wealth, LLC	313.09K	Jun 30, 26	+21.64K	1.69%
Hennion & Walsh Asset Management, Inc.	312.31K	Jun 30, 26	+32.42K	1.68%
Summit Financial, LLC	294.94K	Jun 30, 26	+15.78K	1.59%
RAYMOND JAMES FINANCIAL INC	278.88K	Jun 30, 26	-19.31K	1.50%
Colony Group, LLC	256.77K	Jun 30, 26	+1.35K	1.38%
Global Retirement Partners, LLC	209.11K	Jun 30, 26	+209.11K	1.13%
Main Street Financial Solutions, LLC	189.75K	Jun 30, 26	+4.29K	1.02%
UBS Group AG	186.87K	Jun 30, 26	+3.30K	1.01%
ADVISOR GROUP HOLDINGS, INC.	173.53K	Jun 30, 26	-162.72K	0.94%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	145.67K	Jun 30, 26	+17.95K	0.79%
Perigon Wealth Management, LLC	138.29K	Jun 30, 26	+13.85K	0.75%
Waverly Advisors, LLC	133.92K	Jun 30, 26	-6.23K	0.72%
MAI Capital Management	133.17K	Jun 30, 26	+17.17K	0.72%
COMMONWEALTH EQUITY SERVICES, LLC	127.95K	Jun 30, 26	+15.52K	0.69%
BKA Wealth Consulting, Inc.	122.46K	Jun 30, 26	+3.10K	0.66%
JONES FINANCIAL COMPANIES LLLP	120.11K	Jun 30, 26	+11.84K	0.65%
Legacy Edge Advisors, LLC	119.23K	Jun 30, 26	+17.16K	0.64%
New Insight Wealth Advisors	103.71K	Jun 30, 26	+29.07K	0.56%
CARY STREET PARTNERS FINANCIAL LLC	102.90K	Jun 30, 26	-6.78K	0.55%
NOESIS CAPITAL MANGEMENT CORP	102.72K	Jun 30, 26	+4.36K	0.55%
LPL Financial LLC	97.38K	Jun 30, 26	+67.75K	0.52%
Milestone Investment Advisors LLC	92.77K	Jun 30, 26	+2.33K	0.50%
BELLEVUE ASSET MANAGEMENT, LLC	83.30K	Jun 30, 26	-11.10K	0.45%
21 West Wealth Management LLC	76.79K	Jun 30, 26	-8.35K	0.41%
CAPTRUST FINANCIAL ADVISORS	74.69K	Jun 30, 26	-69	0.40%
HARBOUR INVESTMENT MANAGEMENT LLC	71.86K	Jun 30, 26	+1.01K	0.39%
Wealthspire Advisors, LLC	66.37K	Jun 30, 26	+14.58K	0.36%
STIFEL FINANCIAL CORP	65.62K	Jun 30, 26	+39.80K	0.35%
Curry Webb Wealth Management LLC	59.32K	Jun 30, 26	-2.16K	0.32%
PROMETHIUM ADVISORS,LLC	57.27K	Jun 30, 26	+4.20K	0.31%
Tradition Wealth Management, LLC	54.64K	Jun 30, 26	-1.62K	0.29%
Heritage Wealth Management, Inc.	52.69K	Jun 30, 26	+1.77K	0.28%
Clear Creek Financial Management, LLC	50.86K	Jun 30, 26	+5.68K	0.27%
Farther Finance Advisors, LLC	40.55K	Jun 30, 26	+4.70K	0.22%
Ameritas Advisory Services, LLC	39.52K	Jun 30, 26	+18.59K	0.21%
FAGAN ASSOCIATES, INC.	38.75K	Jun 30, 26	+3.55K	0.21%
LexAurum Advisors, LLC	37.82K	Jun 30, 26	+20.09K	0.20%
Clear Point Advisors Inc.	37.04K	Jun 30, 26	+37.04K	0.20%
BARNES PETTEY FINANCIAL ADVISORS, LLC	35.39K	Jun 30, 26	+14.30K	0.19%
BBR PARTNERS, LLC	32.96K	Jun 30, 26	--	0.18%
Blueprint Financial Advisors LLC	31.82K	Jun 30, 26	+15	0.17%
Blueprint Investment Partners LLC	31.82K	Jun 30, 26	+15	0.17%
Diversified Portfolios, Inc.	31.25K	Jun 30, 26	+7.41K	0.17%
Kingsview Wealth Management, LLC	31.18K	Jun 30, 26	-4.60K	0.17%
D.A. DAVIDSON & CO.	30.02K	Jun 30, 26	-85	0.16%
Sanctuary Advisors, LLC	29.96K	Jun 30, 26	-397	0.16%
Cetera Investment Advisers	29.40K	Jun 30, 26	+11.59K	0.16%
MCCARTER PRIVATE WEALTH SERVICES LLC	28.70K	Jun 30, 26	+28.70K	0.15%
MML INVESTORS SERVICES, LLC	28.26K	Jun 30, 26	+5.45K	0.15%
BEAM WEALTH ADVISORS, INC.	27.03K	Jun 30, 26	-2.25K	0.15%
Cambridge Investment Research Advisors, Inc.	24.75K	Jun 30, 26	+6.50K	0.13%
Southeast Asset Advisors Inc.	23.45K	Jun 30, 26	+190	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.27K	Jun 30, 26	-5.59K	0.13%
Legacy Wealth Managment, LLC/ID	23.14K	Jun 30, 26	+9.54K	0.12%
USAdvisors Wealth Management, LLC	22.67K	Jun 30, 26	-488	0.12%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	22.36K	Jun 30, 26	-127	0.12%
Capstone Wealth Management, Inc.	21.43K	Jun 30, 26	+236	0.12%
Avidian Wealth Solutions, LLC	21.40K	Jun 30, 26	+12.43K	0.12%
NATIXIS ADVISORS, L.P.	20.63K	Jun 30, 26	+2.46K	0.11%
ENVESTNET ASSET MANAGEMENT INC	17.83K	Jun 30, 26	+1.43K	0.10%
CRA Financial Services, LLC	17.63K	Jun 30, 26	+4.22K	0.10%
Peck Wealth Management, LLC	16.36K	Jun 30, 26	+7.14K	0.09%
Interchange Capital Partners, LLC	16.09K	Jun 30, 26	+2.49K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	15.82K	Jun 30, 26	+2.00K	0.09%
MidAtlantic Capital Management, Inc.	14.66K	Jun 30, 26	-2.41K	0.08%
GeoWealth Management, LLC	14.16K	Jun 30, 26	-975	0.08%
Lodestone Wealth Management LLC	13.98K	Jun 30, 26	+139	0.08%
Kestra Advisory Services, LLC	13.76K	Jun 30, 26	+270	0.07%
Merit Financial Group, LLC	13.21K	Jun 30, 26	-28.56K	0.07%
Tempus Wealth Planning, LLC	13.20K	Jun 30, 26	+13.20K	0.07%
CITADEL ADVISORS LLC	12.36K	Jun 30, 26	+7.19K	0.07%
Krilogy Financial LLC	11.23K	Jun 30, 26	--	0.06%
Professional Financial Advisors, LLC	10.69K	Jun 30, 26	+103	0.06%
OPPENHEIMER & CO INC	10.00K	Jun 30, 26	--	0.05%
INVENIO WEALTH PARTNERS LLC	9.98K	Jun 30, 26	--	0.05%
Vawter Financial, Ltd.	9.36K	Jun 30, 26	-66	0.05%
MAGNOLIA CAPITAL ADVISORS LLC	8.99K	Jun 30, 26	+8.99K	0.05%
BCGM Wealth Management, LLC	8.75K	Jun 30, 26	+430	0.05%
Flagship Capital Management Inc.	8.62K	Jun 30, 26	+3.02K	0.05%
BLUEDOOR PRIVATE WEALTH, LLC	8.36K	Jun 30, 26	-2.16K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	8.24K	Jun 30, 26	+473	0.04%
Summit Wealth Partners, LLC	7.54K	Jun 30, 26	+129	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	6.69K	Jun 30, 26	-2.21K	0.04%
BENJAMIN EDWARDS INC	6.24K	Jun 30, 26	+6.24K	0.03%
Concurrent Investment Advisors, LLC	5.95K	Jun 30, 26	+1.67K	0.03%
Wealth Dimensions Group, Ltd.	5.95K	Jun 30, 26	--	0.03%
Whitegate Investment Counselors, Inc.	5.48K	Jun 30, 26	-1.22K	0.03%
Visionary Wealth Advisors	5.48K	Jun 30, 26	-28.48K	0.03%
Prospera Financial Services Inc	5.37K	Jun 30, 26	--	0.03%
MOSAIC FINANCIAL GROUP, LLC	5.31K	Jun 30, 26	--	0.03%
Beaumont Financial Advisors, LLC	5.01K	Jun 30, 26	-134	0.03%
Barnes Wealth Management Group, Inc	4.63K	Jun 30, 26	+4.63K	0.02%
Gradient Capital Advisors, LLC	4.48K	Jun 30, 26	+183	0.02%
MERCER GLOBAL ADVISORS INC /ADV	4.46K	Jun 30, 26	+186	0.02%
IMA Wealth, Inc.	4.29K	Jun 30, 26	+4.29K	0.02%
Salomon & Ludwin, LLC	3.65K	Jun 30, 26	--	0.02%
Geneos Wealth Management Inc.	3.40K	Jun 30, 26	--	0.02%
Bank of New Hampshire	3.08K	Jun 30, 26	+2.58K	0.02%
Cedar Mountain Advisors, LLC	2.94K	Jun 30, 26	+2.94K	0.02%
MORGAN STANLEY	2.90K	Jun 30, 26	--	0.02%
HFM Investment Advisors, LLC	2.38K	Jun 30, 26	-438	0.01%
WELLS FARGO & COMPANY/MN	2.27K	Jun 30, 26	+1.67K	0.01%
Trust Co	2.15K	Jun 30, 26	+994	0.01%
IFG Advisory, LLC	2.13K	Jun 30, 26	+2.13K	0.01%
ROYAL BANK OF CANADA	1.25K	Jun 30, 26	+750	0.01%
Colonial Trust Advisors	701	Jun 30, 26	-7	0.00%
AMERIFLEX GROUP, INC.	437	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	215	Jun 30, 26	+215	0.00%
Wilkerson Advisory Group LLC	202	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	84	Jun 30, 26	+1	0.00%
Tortoise Investment Management, LLC	--	Jun 30, 26	-5.70K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-12.22K	--
SEEDS INVESTOR LLC	--	Jun 30, 26	-8.91K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-9.00K	--
Allworth Financial LP	--	Jun 30, 26	-248.54K	--
Advisory Services Network, LLC	--	Jun 30, 26	-8	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-22.58K	--
KM Capital Management Ltd.	--	Jun 30, 26	-1.57K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-17.17K	--
CWM, LLC	927.43K	Mar 31, 26	+30.03K	5.00%
SIGNET FINANCIAL MANAGEMENT, LLC	277.98K	Mar 31, 26	+14.14K	1.50%
Leo Wealth, LLC	7.55K	Mar 31, 26	+82	0.04%
AIFG Consultants Ltd.	20.10K	Dec 31, 25	+2.32K	0.11%
Shorepoint Capital Partners LLC	223.03K	Sep 30, 25	+223.03K	1.20%
Lowe Wealth Advisors, LLC	24.29K	Sep 30, 25	+575	0.13%
Legacy Investment Solutions, LLC	6.21K	Jun 30, 25	+6.21K	0.03%
Centricity Wealth Management, LLC	525	Jun 30, 25	--	0.00%
Transform Wealth, LLC	164.37K	Mar 31, 25	+46.43K	0.89%
WMS Partners, LLC	1.06M	Dec 31, 24	+69.02K	5.70%
Riggs Capital Management LLC	41.50K	Dec 31, 24	+41.50K	0.22%
WR Wealth Planners, LLC	202	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	5.80K	Sep 30, 24	-57	0.03%
Coulter & Justus Financial Services, LLC	72.25K	Mar 31, 24	+72.25K	0.39%
StrategIQ Financial Group, LLC	78.19K	Dec 31, 23	+19.62K	0.42%
First Ascent Asset Management, LLC	24.92K	Dec 31, 23	+1.55K	0.13%
MADISON WEALTH MANAGEMENT	17.54K	Sep 30, 23	+4.30K	0.09%

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

2.66M

Jun 30, 26

+86.90K

14.34%

EP Wealth Advisors, LLC

2.17M

Jun 30, 26

-45.79K

11.72%

HB Wealth Management, LLC

666.59K

Jun 30, 26

-85.50K

3.59%

Roberts Wealth Advisors, LLC

626.22K

Jun 30, 26

+38.85K

3.38%

MCF Advisors LLC

514.15K

Jun 30, 26

+5.14K

2.77%

CGN Advisors LLC

445.97K

Jun 30, 26

+59.23K

2.40%

Apella Capital, LLC

414.96K

Jun 30, 26

-15.70K

2.24%

5th Street Advisors, LLC

396.65K

Jun 30, 26

+11.04K

2.14%

Bridgewealth Advisory Group, LLC

387.80K

Jun 30, 26

+15.31K

2.09%

HighTower Advisors, LLC

373.55K

Jun 30, 26

-13.64K

2.01%

TD Capital Management LLC

372.47K

Jun 30, 26

+50.53K

2.01%

ROOF EIDAM & MAYCOCK/ADV

347.10K

Jun 30, 26

-709

1.87%

Integrated Wealth Concepts LLC

345.07K

Jun 30, 26

+14.45K

1.86%

SkyOak Wealth, LLC

313.09K

Jun 30, 26

+21.64K

1.69%

Hennion & Walsh Asset Management, Inc.

312.31K

Jun 30, 26

+32.42K

1.68%

Summit Financial, LLC

294.94K

Jun 30, 26

+15.78K

1.59%

RAYMOND JAMES FINANCIAL INC

278.88K

Jun 30, 26

-19.31K

1.50%

Colony Group, LLC

256.77K

Jun 30, 26

+1.35K

1.38%

Global Retirement Partners, LLC

209.11K

Jun 30, 26

+209.11K

1.13%

Main Street Financial Solutions, LLC

189.75K

Jun 30, 26

+4.29K

1.02%

UBS Group AG

186.87K

Jun 30, 26

+3.30K

1.01%

ADVISOR GROUP HOLDINGS, INC.

173.53K

Jun 30, 26

-162.72K

0.94%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

145.67K

Jun 30, 26

+17.95K

0.79%

Perigon Wealth Management, LLC

138.29K

Jun 30, 26

+13.85K

0.75%

Waverly Advisors, LLC

133.92K

Jun 30, 26

-6.23K

0.72%

MAI Capital Management

133.17K

Jun 30, 26

+17.17K

0.72%

COMMONWEALTH EQUITY SERVICES, LLC

127.95K

Jun 30, 26

+15.52K

0.69%

BKA Wealth Consulting, Inc.

122.46K

Jun 30, 26

+3.10K

0.66%

JONES FINANCIAL COMPANIES LLLP

120.11K

Jun 30, 26

+11.84K

0.65%

Legacy Edge Advisors, LLC

119.23K

Jun 30, 26

+17.16K

0.64%

New Insight Wealth Advisors

103.71K

Jun 30, 26

+29.07K

0.56%

CARY STREET PARTNERS FINANCIAL LLC

102.90K

Jun 30, 26

-6.78K

0.55%

NOESIS CAPITAL MANGEMENT CORP

102.72K

Jun 30, 26

+4.36K

0.55%

LPL Financial LLC

97.38K

Jun 30, 26

+67.75K

0.52%

Milestone Investment Advisors LLC

92.77K

Jun 30, 26

+2.33K

0.50%

BELLEVUE ASSET MANAGEMENT, LLC

83.30K

Jun 30, 26

-11.10K

0.45%

21 West Wealth Management LLC

76.79K

Jun 30, 26

-8.35K

0.41%

CAPTRUST FINANCIAL ADVISORS

74.69K

Jun 30, 26

-69

0.40%

HARBOUR INVESTMENT MANAGEMENT LLC

71.86K

Jun 30, 26

+1.01K

0.39%

Wealthspire Advisors, LLC

66.37K

Jun 30, 26

+14.58K

0.36%

STIFEL FINANCIAL CORP

65.62K

Jun 30, 26

+39.80K

0.35%

Curry Webb Wealth Management LLC

59.32K

Jun 30, 26

-2.16K

0.32%

PROMETHIUM ADVISORS,LLC

57.27K

Jun 30, 26

+4.20K

0.31%

Tradition Wealth Management, LLC

54.64K

Jun 30, 26

-1.62K

0.29%

Heritage Wealth Management, Inc.

52.69K

Jun 30, 26

+1.77K

0.28%

Clear Creek Financial Management, LLC

50.86K

Jun 30, 26

+5.68K

0.27%

Farther Finance Advisors, LLC

40.55K

Jun 30, 26

+4.70K

0.22%

Ameritas Advisory Services, LLC

39.52K

Jun 30, 26

+18.59K

0.21%

FAGAN ASSOCIATES, INC.

38.75K

Jun 30, 26

+3.55K

0.21%

LexAurum Advisors, LLC

37.82K

Jun 30, 26

+20.09K

0.20%

Clear Point Advisors Inc.

37.04K

Jun 30, 26

+37.04K

0.20%

BARNES PETTEY FINANCIAL ADVISORS, LLC

35.39K

Jun 30, 26

+14.30K

0.19%

BBR PARTNERS, LLC

32.96K

Jun 30, 26

0.18%

Blueprint Financial Advisors LLC

31.82K

Jun 30, 26

+15

0.17%

Blueprint Investment Partners LLC

31.82K

Jun 30, 26

+15

0.17%

Diversified Portfolios, Inc.

31.25K

Jun 30, 26

+7.41K

0.17%

Kingsview Wealth Management, LLC

31.18K

Jun 30, 26

-4.60K

0.17%

D.A. DAVIDSON & CO.

30.02K

Jun 30, 26

-85

0.16%

Sanctuary Advisors, LLC

29.96K

Jun 30, 26

-397

0.16%

Cetera Investment Advisers

29.40K

Jun 30, 26

+11.59K

0.16%

MCCARTER PRIVATE WEALTH SERVICES LLC

28.70K

Jun 30, 26

+28.70K

0.15%

MML INVESTORS SERVICES, LLC

28.26K

Jun 30, 26

+5.45K

0.15%

BEAM WEALTH ADVISORS, INC.

27.03K

Jun 30, 26

-2.25K

0.15%

Cambridge Investment Research Advisors, Inc.

24.75K

Jun 30, 26

+6.50K

0.13%

Southeast Asset Advisors Inc.

23.45K

Jun 30, 26

+190

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.27K

Jun 30, 26

-5.59K

0.13%

Legacy Wealth Managment, LLC/ID

23.14K

Jun 30, 26

+9.54K

0.12%

USAdvisors Wealth Management, LLC

22.67K

Jun 30, 26

-488

0.12%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

22.36K

Jun 30, 26

-127

0.12%

Capstone Wealth Management, Inc.

21.43K

Jun 30, 26

+236

0.12%

Avidian Wealth Solutions, LLC

21.40K

Jun 30, 26

+12.43K

0.12%

NATIXIS ADVISORS, L.P.

20.63K

Jun 30, 26

+2.46K

0.11%

ENVESTNET ASSET MANAGEMENT INC

17.83K

Jun 30, 26

+1.43K

0.10%

CRA Financial Services, LLC

17.63K

Jun 30, 26

+4.22K

0.10%

Peck Wealth Management, LLC

16.36K

Jun 30, 26

+7.14K

0.09%

Interchange Capital Partners, LLC

16.09K

Jun 30, 26

+2.49K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

15.82K

Jun 30, 26

+2.00K

0.09%

MidAtlantic Capital Management, Inc.

14.66K

Jun 30, 26

-2.41K

0.08%

GeoWealth Management, LLC

14.16K

Jun 30, 26

-975

0.08%

Lodestone Wealth Management LLC

13.98K

Jun 30, 26

+139

0.08%

Kestra Advisory Services, LLC

13.76K

Jun 30, 26

+270

0.07%

Merit Financial Group, LLC

13.21K

Jun 30, 26

-28.56K

0.07%

Tempus Wealth Planning, LLC

13.20K

Jun 30, 26

+13.20K

0.07%

CITADEL ADVISORS LLC

12.36K

Jun 30, 26

+7.19K

0.07%

Krilogy Financial LLC

11.23K

Jun 30, 26

0.06%

Professional Financial Advisors, LLC

10.69K

Jun 30, 26

+103

0.06%

OPPENHEIMER & CO INC

10.00K

Jun 30, 26

0.05%

INVENIO WEALTH PARTNERS LLC

9.98K

Jun 30, 26

0.05%

Vawter Financial, Ltd.

9.36K

Jun 30, 26

-66

0.05%

MAGNOLIA CAPITAL ADVISORS LLC

8.99K

Jun 30, 26

+8.99K

0.05%

BCGM Wealth Management, LLC

8.75K

Jun 30, 26

+430

0.05%

Flagship Capital Management Inc.

8.62K

Jun 30, 26

+3.02K

0.05%

BLUEDOOR PRIVATE WEALTH, LLC

8.36K

Jun 30, 26

-2.16K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

8.24K

Jun 30, 26

+473

0.04%

Summit Wealth Partners, LLC

7.54K

Jun 30, 26

+129

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

6.69K

Jun 30, 26

-2.21K

0.04%

BENJAMIN EDWARDS INC

6.24K

Jun 30, 26

+6.24K

0.03%

Concurrent Investment Advisors, LLC

5.95K

Jun 30, 26

+1.67K

0.03%

Wealth Dimensions Group, Ltd.

5.95K

Jun 30, 26

0.03%

Whitegate Investment Counselors, Inc.

5.48K

Jun 30, 26

-1.22K

0.03%

Visionary Wealth Advisors

5.48K

Jun 30, 26

-28.48K

0.03%

Prospera Financial Services Inc

5.37K

Jun 30, 26

0.03%

MOSAIC FINANCIAL GROUP, LLC

5.31K

Jun 30, 26

0.03%

Beaumont Financial Advisors, LLC

5.01K

Jun 30, 26

-134

0.03%

Barnes Wealth Management Group, Inc

4.63K

Jun 30, 26

+4.63K

0.02%

Gradient Capital Advisors, LLC

4.48K

Jun 30, 26

+183

0.02%

MERCER GLOBAL ADVISORS INC /ADV

4.46K

Jun 30, 26

+186

0.02%

IMA Wealth, Inc.

4.29K

Jun 30, 26

+4.29K

0.02%

Salomon & Ludwin, LLC

3.65K

Jun 30, 26

0.02%

Geneos Wealth Management Inc.

3.40K

Jun 30, 26

0.02%

Bank of New Hampshire

3.08K

Jun 30, 26

+2.58K

0.02%

Cedar Mountain Advisors, LLC

2.94K

Jun 30, 26

+2.94K

0.02%

MORGAN STANLEY

2.90K

Jun 30, 26

0.02%

HFM Investment Advisors, LLC

2.38K

Jun 30, 26

-438

0.01%

WELLS FARGO & COMPANY/MN

2.27K

Jun 30, 26

+1.67K

0.01%

Trust Co

2.15K

Jun 30, 26

+994

0.01%

IFG Advisory, LLC

2.13K

Jun 30, 26

+2.13K

0.01%

ROYAL BANK OF CANADA

1.25K

Jun 30, 26

+750

0.01%

Colonial Trust Advisors

701

Jun 30, 26

-7

0.00%

AMERIFLEX GROUP, INC.

437

Jun 30, 26

0.00%

NewEdge Advisors, LLC

215

Jun 30, 26

+215

0.00%

Wilkerson Advisory Group LLC

202

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

Tortoise Investment Management, LLC

Jun 30, 26

-5.70K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-12.22K

SEEDS INVESTOR LLC

Jun 30, 26

-8.91K

Gateway Wealth Partners, LLC

Jun 30, 26

-9.00K

Allworth Financial LP

Jun 30, 26

-248.54K

Advisory Services Network, LLC

Jun 30, 26

-8

FLOW TRADERS U.S. LLC

Jun 30, 26

-22.58K

KM Capital Management Ltd.

Jun 30, 26

-1.57K

OLD MISSION CAPITAL LLC

Jun 30, 26

-17.17K

CWM, LLC

927.43K

Mar 31, 26

+30.03K

5.00%

SIGNET FINANCIAL MANAGEMENT, LLC

277.98K

Mar 31, 26

+14.14K

1.50%

Leo Wealth, LLC

7.55K

Mar 31, 26

+82

0.04%

AIFG Consultants Ltd.

20.10K

Dec 31, 25

+2.32K

0.11%

Shorepoint Capital Partners LLC

223.03K

Sep 30, 25

+223.03K

1.20%

Lowe Wealth Advisors, LLC

24.29K

Sep 30, 25

+575

0.13%

Legacy Investment Solutions, LLC

6.21K

Jun 30, 25

+6.21K

0.03%

Centricity Wealth Management, LLC

525

Jun 30, 25

0.00%

Transform Wealth, LLC

164.37K

Mar 31, 25

+46.43K

0.89%

WMS Partners, LLC

1.06M

Dec 31, 24

+69.02K

5.70%

Riggs Capital Management LLC

41.50K

Dec 31, 24

+41.50K

0.22%

WR Wealth Planners, LLC

202

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

5.80K

Sep 30, 24

-57

0.03%

Coulter & Justus Financial Services, LLC

72.25K

Mar 31, 24

+72.25K

0.39%

StrategIQ Financial Group, LLC

78.19K

Dec 31, 23

+19.62K

0.42%

First Ascent Asset Management, LLC

24.92K

Dec 31, 23

+1.55K

0.13%

MADISON WEALTH MANAGEMENT

17.54K

Sep 30, 23

+4.30K

0.09%