JPMorgan U.S. Value Factor ETF(JVAL)

$59.33—Stale · unknown old

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JPMorgan U.S. Value Factor ETF(JVAL)

NYSE • Last print unknown ago

$59.33—Stale · unknown old

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JVAL(JVAL)

JVAL

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

Institutional Ownership

Top 207 Institutional Holders

Holder	Shares	Date	Change	% Held
Avidian Wealth Solutions, LLC	1.22M	Jun 30, 26	+33.60K	8.56%
CAPTRUST FINANCIAL ADVISORS	1.15M	Jun 30, 26	-46.67K	8.10%
LPL Financial LLC	1.13M	Jun 30, 26	+490.43K	7.97%
AFFINITY WEALTH LLC	627.11K	Jun 30, 26	+28.77K	4.41%
BANK OF AMERICA CORP /DE/	580.54K	Jun 30, 26	+21.38K	4.08%
JPMORGAN CHASE & CO	577.60K	Jun 30, 26	+4.33K	4.06%
Mainsail Financial Group, LLC	413.73K	Jun 30, 26	+22.99K	2.91%
MORGAN STANLEY	293.79K	Jun 30, 26	+191.93K	2.07%
THRIVENT FINANCIAL FOR LUTHERANS	282.69K	Jun 30, 26	-111.26K	1.99%
ADVISOR GROUP HOLDINGS, INC.	174.60K	Jun 30, 26	+40.02K	1.23%
COMMONWEALTH EQUITY SERVICES, LLC	167.24K	Jun 30, 26	-7.76K	1.18%
COLUMBIA ADVISORY PARTNERS LLC	165.34K	Jun 30, 26	+1.84K	1.16%
Apeiron RIA LLC	164.39K	Jun 30, 26	-10.98K	1.16%
Cetera Investment Advisers	163.77K	Jun 30, 26	+9.33K	1.15%
Atria Investments, Inc	159.43K	Jun 30, 26	-54.21K	1.12%
Cerity Partners LLC	155.81K	Jun 30, 26	-20.14K	1.10%
MAGNOLIA CAPITAL ADVISORS LLC	154.33K	Jun 30, 26	+294	1.08%
Planned Solutions, Inc.	143.02K	Jun 30, 26	-1.39K	1.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	138.20K	Jun 30, 26	+9.61K	0.97%
Kathmere Capital Management, LLC	130.84K	Jun 30, 26	-3.82K	0.92%
RAYMOND JAMES FINANCIAL INC	117.92K	Jun 30, 26	+54	0.83%
Brinker Capital Investments, LLC	109.53K	Jun 30, 26	-7.29K	0.77%
MERCER GLOBAL ADVISORS INC /ADV	102.76K	Jun 30, 26	+102.76K	0.72%
Ashton Thomas Private Wealth, LLC	86.92K	Jun 30, 26	+33.79K	0.61%
Oxinas Partners Wealth Management LLC	86.76K	Jun 30, 26	-2.96K	0.61%
Mariner, LLC	84.61K	Jun 30, 26	-62.60K	0.59%
Auxano Advisors, LLC	71.80K	Jun 30, 26	+5.07K	0.50%
Steward Partners Investment Advisory, LLC	57.13K	Jun 30, 26	+56.99K	0.40%
DAYMARK WEALTH PARTNERS, LLC	55.47K	Jun 30, 26	-3.69K	0.39%
Confluence Wealth Services, Inc.	53.18K	Jun 30, 26	+1.04K	0.37%
INTRUST BANK NA	51.21K	Jun 30, 26	-7.60K	0.36%
Integrated Wealth Concepts LLC	50.89K	Jun 30, 26	+13.69K	0.36%
EP Wealth Advisors, LLC	50.17K	Jun 30, 26	-60	0.35%
BOYUM WEALTH ARCHITECTS LLC	49.71K	Jun 30, 26	-203	0.35%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	41.41K	Jun 30, 26	+2.62K	0.29%
FIFTH THIRD SECURITIES, INC.	39.08K	Jun 30, 26	-3.35K	0.27%
Sigma Planning Corp	36.04K	Jun 30, 26	-2.21K	0.25%
ROYAL BANK OF CANADA	35.09K	Jun 30, 26	+3.40K	0.25%
Smartleaf Asset Management LLC	34.28K	Jun 30, 26	--	0.24%
SAGESPRING WEALTH PARTNERS, LLC	32.15K	Jun 30, 26	-415	0.23%
5T Wealth, LLC	28.01K	Jun 30, 26	-4.55K	0.20%
THOROUGHBRED FINANCIAL SERVICES, LLC	27.95K	Jun 30, 26	+966	0.20%
RiverGlades Family Offices LLC	23.73K	Jun 30, 26	+23.73K	0.17%
Cresset Asset Management, LLC	23.47K	Jun 30, 26	-931	0.17%
NewEdge Advisors, LLC	23.34K	Jun 30, 26	-1.17K	0.16%
Barnes Wealth Management Group, Inc	22.79K	Jun 30, 26	-1.12K	0.16%
Private Advisor Group, LLC	22.52K	Jun 30, 26	-26.12K	0.16%
Envestnet Portfolio Solutions, Inc.	21.35K	Jun 30, 26	-23.82K	0.15%
FIRST CITIZENS BANK & TRUST CO	21.35K	Jun 30, 26	-26.43K	0.15%
Gateway Wealth Partners, LLC	21.16K	Jun 30, 26	-23.52K	0.15%
CIBC Bancorp USA Inc.	21.14K	Jun 30, 26	--	0.15%
CARY STREET PARTNERS FINANCIAL LLC	20.80K	Jun 30, 26	-3.35K	0.15%
HighTower Advisors, LLC	20.58K	Jun 30, 26	+45	0.14%
TCG Advisory Services, LLC	20.43K	Jun 30, 26	-389	0.14%
L & S Advisors Inc	20.23K	Jun 30, 26	-96	0.14%
Cambridge Investment Research Advisors, Inc.	18.93K	Jun 30, 26	+48	0.13%
ENVESTNET ASSET MANAGEMENT INC	18.61K	Jun 30, 26	+1.92K	0.13%
Western Wealth Management, LLC	18.46K	Jun 30, 26	+17.54K	0.13%
MAI Capital Management	18.30K	Jun 30, 26	-1.05K	0.13%
MN Wealth Advisors, LLC	18.21K	Jun 30, 26	-250	0.13%
Prospera Financial Services Inc	18.08K	Jun 30, 26	+18.08K	0.13%
Retirement Planning Group	17.84K	Jun 30, 26	+2.40K	0.13%
SCS Capital Management LLC	17.72K	Jun 30, 26	--	0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.66K	Jun 30, 26	-3.91K	0.12%
Gallacher Capital Management LLC	16.49K	Jun 30, 26	-19.09K	0.12%
FLOW TRADERS U.S. LLC	16.33K	Jun 30, 26	+16.33K	0.11%
SVB WEALTH LLC	15.91K	Jun 30, 26	-3.18K	0.11%
HARBOUR INVESTMENTS, INC.	15.70K	Jun 30, 26	-6	0.11%
RFG Advisory, LLC	14.16K	Jun 30, 26	+14.16K	0.10%
Federation des caisses Desjardins du Quebec	13.62K	Jun 30, 26	--	0.10%
Vise Technologies, Inc.	13.46K	Jun 30, 26	+13.46K	0.09%
Cobblestone Asset Management LLC	12.90K	Jun 30, 26	-10.02K	0.09%
Regal Investment Advisors LLC	12.74K	Jun 30, 26	+300	0.09%
WealthPlan Investment Management, LLC	12.48K	Jun 30, 26	+3.09K	0.09%
NBC SECURITIES, INC.	12.22K	Jun 30, 26	+10.58K	0.09%
Arkadios Wealth Advisors	11.84K	Jun 30, 26	-433	0.08%
Patten Group, Inc.	11.55K	Jun 30, 26	-110	0.08%
Addison Advisors LLC	11.09K	Jun 30, 26	-1.05K	0.08%
MBL Wealth, LLC	11.00K	Jun 30, 26	--	0.08%
Ameritas Advisory Services, LLC	10.99K	Jun 30, 26	+10.99K	0.08%
Howard Capital Management Inc.	10.76K	Jun 30, 26	--	0.08%
TRUIST FINANCIAL CORP	10.64K	Jun 30, 26	-39	0.07%
Miracle Mile Advisors, LLC	10.58K	Jun 30, 26	-730	0.07%
JANE STREET GROUP, LLC	9.20K	Jun 30, 26	+9.20K	0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8.56K	Jun 30, 26	+1.00K	0.06%
Perigon Wealth Management, LLC	8.53K	Jun 30, 26	-4	0.06%
ALESCO ADVISORS LLC	8.04K	Jun 30, 26	--	0.06%
Janney Montgomery Scott LLC	7.95K	Jun 30, 26	+526	0.06%
Triad Wealth Partners, LLC	7.69K	Jun 30, 26	-369	0.05%
GTS SECURITIES LLC	7.67K	Jun 30, 26	+2.53K	0.05%
Resources Investment Advisors, LLC.	7.38K	Jun 30, 26	+29	0.05%
CHILTON INVESTMENT CO INC.	7.06K	Jun 30, 26	--	0.05%
Kestra Advisory Services, LLC	6.84K	Jun 30, 26	-423	0.05%
COOPER/HAIMS ADVISORS, LLC	6.79K	Jun 30, 26	-915	0.05%
Adviser Investments LLC	6.39K	Jun 30, 26	+4	0.04%
American Trust	6.07K	Jun 30, 26	-81	0.04%
CoreCap Advisors, LLC	6.05K	Jun 30, 26	-377	0.04%
Burk Holdings LLC	5.96K	Jun 30, 26	--	0.04%
Ronald Blue Trust, Inc.	5.93K	Jun 30, 26	-30.66K	0.04%
Equitable Holdings, Inc.	5.77K	Jun 30, 26	+677	0.04%
Merited Wealth, LLC	5.65K	Jun 30, 26	--	0.04%
Revisor Wealth Management LLC	5.49K	Jun 30, 26	+5.49K	0.04%
Advisory Services Network, LLC	5.34K	Jun 30, 26	--	0.04%
Ascent Group, LLC	5.16K	Jun 30, 26	-221	0.04%
Global Retirement Partners, LLC	5.03K	Jun 30, 26	+5.03K	0.04%
MARINO, STRAM & ASSOCIATES LLC	4.99K	Jun 30, 26	+15	0.04%
Goodwin Investment Advisory	4.99K	Jun 30, 26	--	0.04%
3Chopt Investment Partners, LLC	4.96K	Jun 30, 26	--	0.03%
Monetary Solutions, Ltd	4.91K	Jun 30, 26	--	0.03%
Spire Wealth Management	4.87K	Jun 30, 26	-96	0.03%
BNB Wealth Management, LLC	4.83K	Jun 30, 26	--	0.03%
Park Edge Advisors, LLC	4.75K	Jun 30, 26	--	0.03%
Elevation Wealth Management LLC	4.73K	Jun 30, 26	--	0.03%
Campbell Deegan Wealth Management, LLC	4.72K	Jun 30, 26	+17	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	4.70K	Jun 30, 26	--	0.03%
Accredited Investors Inc.	4.65K	Jun 30, 26	--	0.03%
FMR LLC	4.59K	Jun 30, 26	-146	0.03%
Strategic Blueprint, LLC	4.58K	Jun 30, 26	+18	0.03%
MML INVESTORS SERVICES, LLC	4.46K	Jun 30, 26	+4.46K	0.03%
Wealthspire Advisors, LLC	4.31K	Jun 30, 26	-5	0.03%
AVAII WEALTH MANAGEMENT, LLC	4.29K	Jun 30, 26	+2	0.03%
Berger Financial Group, Inc	4.28K	Jun 30, 26	--	0.03%
Rialto Wealth Management, LLC	4.26K	Jun 30, 26	+4.26K	0.03%
Anson Capital, Inc.	4.23K	Jun 30, 26	-75	0.03%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	4.18K	Jun 30, 26	--	0.03%
Hopwood Nicholas Hunter	4.12K	Jun 30, 26	-212	0.03%
TopTier Wealth Management, LLC	4.09K	Jun 30, 26	--	0.03%
Advyzon Investment Management, LLC	4.08K	Jun 30, 26	+4.08K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	3.80K	Jun 30, 26	+3.80K	0.03%
Farther Finance Advisors, LLC	3.68K	Jun 30, 26	+2.11K	0.03%
Detalus Advisors, LLC	3.62K	Jun 30, 26	+3.62K	0.03%
Evergreen Wealth Solutions, LLC	3.58K	Jun 30, 26	+3.58K	0.03%
ZACKS INVESTMENT MANAGEMENT	3.48K	Jun 30, 26	+3.48K	0.02%
Intrua Financial, LLC	3.48K	Jun 30, 26	+3.48K	0.02%
Geneos Wealth Management Inc.	3.29K	Jun 30, 26	+106	0.02%
FIFTH THIRD BANCORP	2.79K	Jun 30, 26	-80	0.02%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.62K	Jun 30, 26	+2.20K	0.02%
Lavaca Capital LLC	2.49K	Jun 30, 26	-62	0.02%
United Community Bank	2.10K	Jun 30, 26	--	0.01%
Caitlin John, LLC	2.00K	Jun 30, 26	+2.00K	0.01%
Capital Analysts, LLC	1.90K	Jun 30, 26	-468	0.01%
Tower Research Capital LLC (TRC)	1.80K	Jun 30, 26	+1.80K	0.01%
SIMA Wealth Partners, LLC	1.62K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	1.40K	Jun 30, 26	+392	0.01%
Park Place Capital Corp	1.18K	Jun 30, 26	--	0.01%
Qube Research & Technologies Ltd	1.03K	Jun 30, 26	-16	0.01%
ASSETMARK, INC	961	Jun 30, 26	--	0.01%
AE Wealth Management LLC	896	Jun 30, 26	-253	0.01%
FIRST HORIZON CORP	895	Jun 30, 26	-65	0.01%
IFP Advisors, Inc	855	Jun 30, 26	-13	0.01%
Oakmont Advisory Group, LLC	833	Jun 30, 26	+833	0.01%
WHITTIER TRUST CO OF NEVADA INC	749	Jun 30, 26	--	0.01%
Lodestone Wealth Management LLC	719	Jun 30, 26	-284	0.01%
Coastal Investment Advisors, Inc.	600	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	579	Jun 30, 26	+1	0.00%
Ancora Advisors, LLC	529	Jun 30, 26	--	0.00%
UBS Group AG	301	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	217	Jun 30, 26	--	0.00%
Covestor Ltd	173	Jun 30, 26	-91	0.00%
MV CAPITAL MANAGEMENT, INC.	153	Jun 30, 26	--	0.00%
Triumph Capital Management	131	Jun 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	98	Jun 30, 26	+1	0.00%
NBT BANK N A /NY	86	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	46	Jun 30, 26	--	0.00%
ATWOOD & PALMER INC	30	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	19	Jun 30, 26	+19	0.00%
Russell Investments Group, Ltd.	10	Jun 30, 26	+10	0.00%
SIMPLEX TRADING, LLC	2	Jun 30, 26	-33	0.00%
CITADEL ADVISORS LLC	--	Jun 30, 26	-27.01K	--
Allworth Financial LP	--	Jun 30, 26	-87	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-10.25K	--
Independent Advisor Alliance	--	Jun 30, 26	-4.17K	--
Goodman Advisory Group, LLC	--	Jun 30, 26	-376.09K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-960	--
Soltis Investment Advisors LLC	--	Jun 30, 26	-7.17K	--
Root Financial Partners, LLC	--	Jun 30, 26	-20	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-478	--
CWM, LLC	1.49M	Mar 31, 26	+696.07K	10.50%
Jaffetilchin Investment Partners, LLC	25.88K	Mar 31, 26	-1.69K	0.18%
CIBC Private Wealth Group, LLC	21.15K	Dec 31, 25	+10	0.15%
MLG Wealth Management DBA Pine Grove Financial Group	10.02K	Dec 31, 25	+10.02K	0.07%
COMERICA BANK	2.87K	Dec 31, 25	-4.52K	0.02%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	1.21M	Sep 30, 25	+16.60K	8.48%
Defined Financial Planning LLC	155.62K	Sep 30, 25	-6.17K	1.09%
Blue Oak Capital, LLC	16.15K	Jun 30, 25	-1.33K	0.11%
AVANTAX ADVISORY SERVICES, INC.	6.93K	Jun 30, 25	+381	0.05%
First Horizon Advisors, Inc.	1.16K	Jun 30, 25	--	0.01%
Orion Portfolio Solutions, LLC	173.87K	Mar 31, 25	-23.43K	1.22%
Householder Group Estate & Retirement Specialist, LLC	22.82K	Dec 31, 24	+537	0.16%
Raymond James Financial Services Advisors, Inc.	106.62K	Sep 30, 24	-2.91K	0.75%
RAYMOND JAMES & ASSOCIATES	29.76K	Sep 30, 24	+1.45K	0.21%
FinTrust Capital Advisors, LLC	--	Sep 30, 24	-30	--
ICA Group Wealth Management, LLC	111	Jun 30, 24	-1.02K	0.00%
Lee Financial Group Hawaii, Inc.	143.96K	Mar 31, 24	-133	1.01%
Cetera Advisor Networks LLC	7.13K	Mar 31, 24	+434	0.05%
Cetera Advisors LLC	--	Mar 31, 24	-8.66K	--
Baystate Wealth Management LLC	37.54K	Dec 31, 23	-3.61K	0.26%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	17.52K	Sep 30, 23	+22	0.12%
Catalyst Wealth Management, LLC	12.93K	Mar 31, 23	-2.14K	0.09%
Integrity Advisory, LLC	--	Dec 31, 22	-84.36K	--
55I, LLC	163.83K	Sep 30, 22	-21.63K	1.15%
ROOSEVELT INVESTMENT GROUP LLC	12.24K	Sep 30, 22	+575	0.09%
Strategic Asset Management, LLC	7.58K	Sep 30, 22	-413	0.05%
American Portfolios Advisors	5.67K	Sep 30, 22	+5.67K	0.04%
PALLADIUM PARTNERS LLC	486.56K	Mar 31, 22	+9.89K	3.42%
Winfield Associates, Inc.	32.19K	Mar 31, 22	--	0.23%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	1.40K	Jun 30, 21	+1.40K	0.01%

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Holder

Date

Change

% Held

Avidian Wealth Solutions, LLC

1.22M

Jun 30, 26

+33.60K

8.56%

CAPTRUST FINANCIAL ADVISORS

1.15M

Jun 30, 26

-46.67K

8.10%

LPL Financial LLC

1.13M

Jun 30, 26

+490.43K

7.97%

AFFINITY WEALTH LLC

627.11K

Jun 30, 26

+28.77K

4.41%

BANK OF AMERICA CORP /DE/

580.54K

Jun 30, 26

+21.38K

4.08%

JPMORGAN CHASE & CO

577.60K

Jun 30, 26

+4.33K

4.06%

Mainsail Financial Group, LLC

413.73K

Jun 30, 26

+22.99K

2.91%

MORGAN STANLEY

293.79K

Jun 30, 26

+191.93K

2.07%

THRIVENT FINANCIAL FOR LUTHERANS

282.69K

Jun 30, 26

-111.26K

1.99%

ADVISOR GROUP HOLDINGS, INC.

174.60K

Jun 30, 26

+40.02K

1.23%

COMMONWEALTH EQUITY SERVICES, LLC

167.24K

Jun 30, 26

-7.76K

1.18%

COLUMBIA ADVISORY PARTNERS LLC

165.34K

Jun 30, 26

+1.84K

1.16%

Apeiron RIA LLC

164.39K

Jun 30, 26

-10.98K

1.16%

Cetera Investment Advisers

163.77K

Jun 30, 26

+9.33K

1.15%

Atria Investments, Inc

159.43K

Jun 30, 26

-54.21K

1.12%

Cerity Partners LLC

155.81K

Jun 30, 26

-20.14K

1.10%

MAGNOLIA CAPITAL ADVISORS LLC

154.33K

Jun 30, 26

+294

1.08%

Planned Solutions, Inc.

143.02K

Jun 30, 26

-1.39K

1.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

138.20K

Jun 30, 26

+9.61K

0.97%

Kathmere Capital Management, LLC

130.84K

Jun 30, 26

-3.82K

0.92%

RAYMOND JAMES FINANCIAL INC

117.92K

Jun 30, 26

+54

0.83%

Brinker Capital Investments, LLC

109.53K

Jun 30, 26

-7.29K

0.77%

MERCER GLOBAL ADVISORS INC /ADV

102.76K

Jun 30, 26

+102.76K

0.72%

Ashton Thomas Private Wealth, LLC

86.92K

Jun 30, 26

+33.79K

0.61%

Oxinas Partners Wealth Management LLC

86.76K

Jun 30, 26

-2.96K

0.61%

Mariner, LLC

84.61K

Jun 30, 26

-62.60K

0.59%

Auxano Advisors, LLC

71.80K

Jun 30, 26

+5.07K

0.50%

Steward Partners Investment Advisory, LLC

57.13K

Jun 30, 26

+56.99K

0.40%

DAYMARK WEALTH PARTNERS, LLC

55.47K

Jun 30, 26

-3.69K

0.39%

Confluence Wealth Services, Inc.

53.18K

Jun 30, 26

+1.04K

0.37%

INTRUST BANK NA

51.21K

Jun 30, 26

-7.60K

0.36%

Integrated Wealth Concepts LLC

50.89K

Jun 30, 26

+13.69K

0.36%

EP Wealth Advisors, LLC

50.17K

Jun 30, 26

-60

0.35%

BOYUM WEALTH ARCHITECTS LLC

49.71K

Jun 30, 26

-203

0.35%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

41.41K

Jun 30, 26

+2.62K

0.29%

FIFTH THIRD SECURITIES, INC.

39.08K

Jun 30, 26

-3.35K

0.27%

Sigma Planning Corp

36.04K

Jun 30, 26

-2.21K

0.25%

ROYAL BANK OF CANADA

35.09K

Jun 30, 26

+3.40K

0.25%

Smartleaf Asset Management LLC

34.28K

Jun 30, 26

0.24%

SAGESPRING WEALTH PARTNERS, LLC

32.15K

Jun 30, 26

-415

0.23%

5T Wealth, LLC

28.01K

Jun 30, 26

-4.55K

0.20%

THOROUGHBRED FINANCIAL SERVICES, LLC

27.95K

Jun 30, 26

+966

0.20%

RiverGlades Family Offices LLC

23.73K

Jun 30, 26

+23.73K

0.17%

Cresset Asset Management, LLC

23.47K

Jun 30, 26

-931

0.17%

NewEdge Advisors, LLC

23.34K

Jun 30, 26

-1.17K

0.16%

Barnes Wealth Management Group, Inc

22.79K

Jun 30, 26

-1.12K

0.16%

Private Advisor Group, LLC

22.52K

Jun 30, 26

-26.12K

0.16%

Envestnet Portfolio Solutions, Inc.

21.35K

Jun 30, 26

-23.82K

0.15%

FIRST CITIZENS BANK & TRUST CO

21.35K

Jun 30, 26

-26.43K

0.15%

Gateway Wealth Partners, LLC

21.16K

Jun 30, 26

-23.52K

0.15%

CIBC Bancorp USA Inc.

21.14K

Jun 30, 26

0.15%

CARY STREET PARTNERS FINANCIAL LLC

20.80K

Jun 30, 26

-3.35K

0.15%

HighTower Advisors, LLC

20.58K

Jun 30, 26

+45

0.14%

TCG Advisory Services, LLC

20.43K

Jun 30, 26

-389

0.14%

L & S Advisors Inc

20.23K

Jun 30, 26

-96

0.14%

Cambridge Investment Research Advisors, Inc.

18.93K

Jun 30, 26

+48

0.13%

ENVESTNET ASSET MANAGEMENT INC

18.61K

Jun 30, 26

+1.92K

0.13%

Western Wealth Management, LLC

18.46K

Jun 30, 26

+17.54K

0.13%

MAI Capital Management

18.30K

Jun 30, 26

-1.05K

0.13%

MN Wealth Advisors, LLC

18.21K

Jun 30, 26

-250

0.13%

Prospera Financial Services Inc

18.08K

Jun 30, 26

+18.08K

0.13%

Retirement Planning Group

17.84K

Jun 30, 26

+2.40K

0.13%

SCS Capital Management LLC

17.72K

Jun 30, 26

0.12%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.66K

Jun 30, 26

-3.91K

0.12%

Gallacher Capital Management LLC

16.49K

Jun 30, 26

-19.09K

0.12%

FLOW TRADERS U.S. LLC

16.33K

Jun 30, 26

+16.33K

0.11%

SVB WEALTH LLC

15.91K

Jun 30, 26

-3.18K

0.11%

HARBOUR INVESTMENTS, INC.

15.70K

Jun 30, 26

-6

0.11%

RFG Advisory, LLC

14.16K

Jun 30, 26

+14.16K

0.10%

Federation des caisses Desjardins du Quebec

13.62K

Jun 30, 26

0.10%

Vise Technologies, Inc.

13.46K

Jun 30, 26

+13.46K

0.09%

Cobblestone Asset Management LLC

12.90K

Jun 30, 26

-10.02K

0.09%

Regal Investment Advisors LLC

12.74K

Jun 30, 26

+300

0.09%

WealthPlan Investment Management, LLC

12.48K

Jun 30, 26

+3.09K

0.09%

NBC SECURITIES, INC.

12.22K

Jun 30, 26

+10.58K

0.09%

Arkadios Wealth Advisors

11.84K

Jun 30, 26

-433

0.08%

Patten Group, Inc.

11.55K

Jun 30, 26

-110

0.08%

Addison Advisors LLC

11.09K

Jun 30, 26

-1.05K

0.08%

MBL Wealth, LLC

11.00K

Jun 30, 26

0.08%

Ameritas Advisory Services, LLC

10.99K

Jun 30, 26

+10.99K

0.08%

Howard Capital Management Inc.

10.76K

Jun 30, 26

0.08%

TRUIST FINANCIAL CORP

10.64K

Jun 30, 26

-39

0.07%

Miracle Mile Advisors, LLC

10.58K

Jun 30, 26

-730

0.07%

JANE STREET GROUP, LLC

9.20K

Jun 30, 26

+9.20K

0.06%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

8.56K

Jun 30, 26

+1.00K

0.06%

Perigon Wealth Management, LLC

8.53K

Jun 30, 26

-4

0.06%

ALESCO ADVISORS LLC

8.04K

Jun 30, 26

0.06%

Janney Montgomery Scott LLC

7.95K

Jun 30, 26

+526

0.06%

Triad Wealth Partners, LLC

7.69K

Jun 30, 26

-369

0.05%

GTS SECURITIES LLC

7.67K

Jun 30, 26

+2.53K

0.05%

Resources Investment Advisors, LLC.

7.38K

Jun 30, 26

+29

0.05%

CHILTON INVESTMENT CO INC.

7.06K

Jun 30, 26

0.05%

Kestra Advisory Services, LLC

6.84K

Jun 30, 26

-423

0.05%

COOPER/HAIMS ADVISORS, LLC

6.79K

Jun 30, 26

-915

0.05%

Adviser Investments LLC

6.39K

Jun 30, 26

0.04%

American Trust

6.07K

Jun 30, 26

-81

0.04%

CoreCap Advisors, LLC

6.05K

Jun 30, 26

-377

0.04%

Burk Holdings LLC

5.96K

Jun 30, 26

0.04%

Ronald Blue Trust, Inc.

5.93K

Jun 30, 26

-30.66K

0.04%

Equitable Holdings, Inc.

5.77K

Jun 30, 26

+677

0.04%

Merited Wealth, LLC

5.65K

Jun 30, 26

0.04%

Revisor Wealth Management LLC

5.49K

Jun 30, 26

+5.49K

0.04%

Advisory Services Network, LLC

5.34K

Jun 30, 26

0.04%

Ascent Group, LLC

5.16K

Jun 30, 26

-221

0.04%

Global Retirement Partners, LLC

5.03K

Jun 30, 26

+5.03K

0.04%

MARINO, STRAM & ASSOCIATES LLC

4.99K

Jun 30, 26

+15

0.04%

Goodwin Investment Advisory

4.99K

Jun 30, 26

0.04%

3Chopt Investment Partners, LLC

4.96K

Jun 30, 26

0.03%

Monetary Solutions, Ltd

4.91K

Jun 30, 26

0.03%

Spire Wealth Management

4.87K

Jun 30, 26

-96

0.03%

BNB Wealth Management, LLC

4.83K

Jun 30, 26

0.03%

Park Edge Advisors, LLC

4.75K

Jun 30, 26

0.03%

Elevation Wealth Management LLC

4.73K

Jun 30, 26

0.03%

Campbell Deegan Wealth Management, LLC

4.72K

Jun 30, 26

+17

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

4.70K

Jun 30, 26

0.03%

Accredited Investors Inc.

4.65K

Jun 30, 26

0.03%

FMR LLC

4.59K

Jun 30, 26

-146

0.03%

Strategic Blueprint, LLC

4.58K

Jun 30, 26

+18

0.03%

MML INVESTORS SERVICES, LLC

4.46K

Jun 30, 26

+4.46K

0.03%

Wealthspire Advisors, LLC

4.31K

Jun 30, 26

-5

0.03%

AVAII WEALTH MANAGEMENT, LLC

4.29K

Jun 30, 26

0.03%

Berger Financial Group, Inc

4.28K

Jun 30, 26

0.03%

Rialto Wealth Management, LLC

4.26K

Jun 30, 26

+4.26K

0.03%

Anson Capital, Inc.

4.23K

Jun 30, 26

-75

0.03%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

4.18K

Jun 30, 26

0.03%

Hopwood Nicholas Hunter

4.12K

Jun 30, 26

-212

0.03%

TopTier Wealth Management, LLC

4.09K

Jun 30, 26

0.03%

Advyzon Investment Management, LLC

4.08K

Jun 30, 26

+4.08K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

3.80K

Jun 30, 26

+3.80K

0.03%

Farther Finance Advisors, LLC

3.68K

Jun 30, 26

+2.11K

0.03%

Detalus Advisors, LLC

3.62K

Jun 30, 26

+3.62K

0.03%

Evergreen Wealth Solutions, LLC

3.58K

Jun 30, 26

+3.58K

0.03%

ZACKS INVESTMENT MANAGEMENT

3.48K

Jun 30, 26

+3.48K

0.02%

Intrua Financial, LLC

3.48K

Jun 30, 26

+3.48K

0.02%

Geneos Wealth Management Inc.

3.29K

Jun 30, 26

+106

0.02%

FIFTH THIRD BANCORP

2.79K

Jun 30, 26

-80

0.02%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.62K

Jun 30, 26

+2.20K

0.02%

Lavaca Capital LLC

2.49K

Jun 30, 26

-62

0.02%

United Community Bank

2.10K

Jun 30, 26

0.01%

Caitlin John, LLC

2.00K

Jun 30, 26

+2.00K

0.01%

Capital Analysts, LLC

1.90K

Jun 30, 26

-468

0.01%

Tower Research Capital LLC (TRC)

1.80K

Jun 30, 26

+1.80K

0.01%

SIMA Wealth Partners, LLC

1.62K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

1.40K

Jun 30, 26

+392

0.01%

Park Place Capital Corp

1.18K

Jun 30, 26

0.01%

Qube Research & Technologies Ltd

1.03K

Jun 30, 26

-16

0.01%

ASSETMARK, INC

961

Jun 30, 26

0.01%

AE Wealth Management LLC

896

Jun 30, 26

-253

0.01%

FIRST HORIZON CORP

895

Jun 30, 26

-65

0.01%

IFP Advisors, Inc

855

Jun 30, 26

-13

0.01%

Oakmont Advisory Group, LLC

833

Jun 30, 26

+833

0.01%

WHITTIER TRUST CO OF NEVADA INC

749

Jun 30, 26

0.01%

Lodestone Wealth Management LLC

719

Jun 30, 26

-284

0.01%

Coastal Investment Advisors, Inc.

600

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

579

Jun 30, 26

0.00%

Ancora Advisors, LLC

529

Jun 30, 26

0.00%

UBS Group AG

301

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

217

Jun 30, 26

0.00%

Covestor Ltd

173

Jun 30, 26

-91

0.00%

MV CAPITAL MANAGEMENT, INC.

153

Jun 30, 26

0.00%

Triumph Capital Management

131

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

Jun 30, 26

0.00%

NBT BANK N A /NY

Jun 30, 26

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

ATWOOD & PALMER INC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

+19

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+10

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

-33

0.00%

CITADEL ADVISORS LLC

Jun 30, 26

-27.01K

Allworth Financial LP

Jun 30, 26

-87

GOLDMAN SACHS GROUP INC

Jun 30, 26

-10.25K

Independent Advisor Alliance

Jun 30, 26

-4.17K

Goodman Advisory Group, LLC

Jun 30, 26

-376.09K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-960

Soltis Investment Advisors LLC

Jun 30, 26

-7.17K

Root Financial Partners, LLC

Jun 30, 26

-20

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-478

CWM, LLC

1.49M

Mar 31, 26

+696.07K

10.50%

Jaffetilchin Investment Partners, LLC

25.88K

Mar 31, 26

-1.69K

0.18%

CIBC Private Wealth Group, LLC

21.15K

Dec 31, 25

+10

0.15%

MLG Wealth Management DBA Pine Grove Financial Group

10.02K

Dec 31, 25

+10.02K

0.07%

COMERICA BANK

2.87K

Dec 31, 25

-4.52K

0.02%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

1.21M

Sep 30, 25

+16.60K

8.48%

Defined Financial Planning LLC

155.62K

Sep 30, 25

-6.17K

1.09%

Blue Oak Capital, LLC

16.15K

Jun 30, 25

-1.33K

0.11%

AVANTAX ADVISORY SERVICES, INC.

6.93K

Jun 30, 25

+381

0.05%

First Horizon Advisors, Inc.

1.16K

Jun 30, 25

0.01%

Orion Portfolio Solutions, LLC

173.87K

Mar 31, 25

-23.43K

1.22%

Householder Group Estate & Retirement Specialist, LLC

22.82K

Dec 31, 24

+537

0.16%

Raymond James Financial Services Advisors, Inc.

106.62K

Sep 30, 24

-2.91K

0.75%

RAYMOND JAMES & ASSOCIATES

29.76K

Sep 30, 24

+1.45K

0.21%

FinTrust Capital Advisors, LLC

Sep 30, 24

-30

ICA Group Wealth Management, LLC

111

Jun 30, 24

-1.02K

0.00%

Lee Financial Group Hawaii, Inc.

143.96K

Mar 31, 24

-133

1.01%

Cetera Advisor Networks LLC

7.13K

Mar 31, 24

+434

0.05%

Cetera Advisors LLC

Mar 31, 24

-8.66K

Baystate Wealth Management LLC

37.54K

Dec 31, 23

-3.61K

0.26%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

17.52K

Sep 30, 23

+22

0.12%

Catalyst Wealth Management, LLC

12.93K

Mar 31, 23

-2.14K

0.09%

Integrity Advisory, LLC

Dec 31, 22

-84.36K

55I, LLC

163.83K

Sep 30, 22

-21.63K

1.15%

ROOSEVELT INVESTMENT GROUP LLC

12.24K

Sep 30, 22

+575

0.09%

Strategic Asset Management, LLC

7.58K

Sep 30, 22

-413

0.05%

American Portfolios Advisors

5.67K

Sep 30, 22

+5.67K

0.04%

PALLADIUM PARTNERS LLC

486.56K

Mar 31, 22

+9.89K

3.42%

Winfield Associates, Inc.

32.19K

Mar 31, 22

0.23%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.40K

Jun 30, 21

+1.40K

0.01%