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JPMorgan Active Value ETF (JAVA)

CUSIP: 46641Q167 | NYSE | 417 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sagespring Wealth Partners, LLC5,401,535
6.4% of portfolio›$430.6M
OpenArc Corporate Advisory, LLC2,834,245
2.5% of portfolio›$225.9M
Avior Wealth Management, LLC1,002,489
2.1% of portfolio›$79.9M
Orrstown Financial Services Inc859,042
10.3% of portfolio›$68.5M
Steph & Co857,239
17.4% of portfolio›$68.3M
Kestra Advisory Services, LLC686,505
0.2% of portfolio›$54.7M
FSM Wealth Advisors, LLC576,158
4.8% of portfolio›$46.7M
Northwest Financial Advisors557,437
6.0% of portfolio›$44.4M
Unique Wealth, LLC491,331
4.5% of portfolio›$39.2M
Commonwealth Equity Services, LLC490,111
0.1% of portfolio›$39.1M
Daymark Wealth Partners, LLC425,434
0.8% of portfolio›$33.9M
Americana Partners, LLC403,635
0.7% of portfolio›$32.2M
WealthPlan Investment Management, LLC345,482
1.3% of portfolio›$27.5M
Centerline Wealth Advisors, LLC309,239
7.7% of portfolio›$24.7M
Davenport & Co LLC306,668
0.1% of portfolio›$24.4M
IFP Advisors, Inc293,835
0.4% of portfolio›$23.4M
Convergence Financial, LLC286,365
3.2% of portfolio›$22.8M
Triangle Securities Wealth Management256,282
3.9% of portfolio›$20.4M
Cambridge Investment Research Advisors, Inc.207,858
0.0% of portfolio›$16.6K
Gill Capital Partners, LLC196,247
4.3% of portfolio›$15.6M
Concurrent Investment Advisors, LLC185,892
0.1% of portfolio›$14.8M
ARQ Wealth Advisors, LLC184,226
1.8% of portfolio›$14.7M
Exchange Traded Concepts, LLC157,404
0.0% of portfolio›$12.5M
MLG Wealth Management DBA Pine Grove Financial Group132,901
1.0% of portfolio›$10.6M
Apollon Wealth Management, LLC116,902
0.1% of portfolio›$9.3M
MN Wealth Advisors, LLC106,445
3.4% of portfolio›$8.5M
Cyndeo Wealth Partners, LLC101,301
0.4% of portfolio›$8.1M
Sima Wealth Partners, LLC98,922
5.5% of portfolio›$7.9M
Seven Hills Financial, LLC98,692
4.7% of portfolio›$7.9M
Smart Wealth LLC96,049
1.6% of portfolio›$7.7M
Perigon Wealth Management, LLC85,802
0.1% of portfolio›$6.8M
Gemmer Asset Management LLC71,113
0.4% of portfolio›$5.7M
Fagan Associates, Inc.67,434
0.6% of portfolio›$5.4M
Merited Wealth, LLC66,791
3.7% of portfolio›$5.3M
Advisory Solutions Group, LLC66,038
1.1% of portfolio›$5.3M
Triad Wealth Partners, LLC63,141
0.3% of portfolio›$5.0M
WealthPLAN Partners, LLC58,033
0.9% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC57,332
0.0% of portfolio›$4.6M
CMH Wealth Management LLC56,076
0.7% of portfolio›$4.5M
Denver PWM, LLC49,935
1.3% of portfolio›$4.0M
Elevation Point Wealth Partners, LLC48,496
0.1% of portfolio›$3.9M
Ascent Group, LLC48,305
0.1% of portfolio›$3.9M
Worth Financial Advisory Group, LLC45,704
1.5% of portfolio›$3.6M
Prism Advisors, Inc.39,517
0.8% of portfolio›$3.2M
Independence Asset Advisors, LLC37,291
0.7% of portfolio›$3.0M
Cornerstone Wealth Management, LLC37,165
0.1% of portfolio›$3.0M
Ascentis Independent Advisors36,475
0.2% of portfolio›$2.9M
Compass Wealth Management, LLC35,402
1.1% of portfolio›$2.8M
Fairvoy Private Wealth, LLC32,535
0.5% of portfolio›$2.6M
MGO One Seven LLC32,010
0.0% of portfolio›$2.6M
Crumly & Associates Inc.30,801
0.4% of portfolio›$2.5M
Creative Planning27,816
0.0% of portfolio›$2.2M
D.A. Davidson & Co.26,667
0.0% of portfolio›$2.1M
Heritage Wealth Management, Inc.26,482
0.5% of portfolio›$2.1M
First Heartland Consultants, Inc.25,791
0.1% of portfolio›$2.1M
PUREfi Wealth, LLC24,711
0.9% of portfolio›$2.0M
Ignite Planners, LLC24,414
0.3% of portfolio›$1.9M
Traveka Wealth, LLC22,846
0.6% of portfolio›$1.8M
Elevation Wealth Management LLC22,667
1.2% of portfolio›$1.8M
Landaas & Co21,442
0.3% of portfolio›$1.7M
Farther Finance Advisors, LLC20,875
0.0% of portfolio›$1.7M
3Chopt Investment Partners, LLC20,058
0.3% of portfolio›$1.6M
Mascagni Wealth Management, Inc.19,850
1.0% of portfolio›$1.6M
WBH Advisory Inc18,842
0.1% of portfolio›$1.5M
Citizens Financial Group Inc18,710
0.0% of portfolio›$1.5M
Sugar Maple Asset Management, LLC17,932
0.8% of portfolio›$1.4M
Nova Financial LLC16,920
0.6% of portfolio›$1.3M
Clear Creek Financial Management, LLC16,845
0.1% of portfolio›$1.3M
Curry Webb Wealth Management LLC16,046
0.5% of portfolio›$1.3M
Beaumont Financial Advisors, LLC14,999
0.1% of portfolio›$1.2M
Bill Few Associates, Inc.14,385
0.2% of portfolio›$1.1M
Krilogy Financial LLC14,328
0.0% of portfolio›$1.2M
Private Trust Co NA14,056
0.1% of portfolio›$1.1M
RFG Advisory, LLC13,783
0.0% of portfolio›$1.1M
Frontier Asset Management, LLC13,197
0.2% of portfolio›$1.1M
Sutton Place Investors LLC13,151
0.5% of portfolio›$1.0M
Kuhn & Co Investment Counsel11,710
0.5% of portfolio›$933.5K
Summit Wealth Group LLC / Co11,685
0.1% of portfolio›$931.5K
MassMutual Private Wealth & Trust, FSB11,680
0.0% of portfolio›$931.1K
Procyon Advisors, LLC11,562
0.0% of portfolio›$921.7K
Verity Asset Management, Inc.11,047
0.3% of portfolio›$880.8K
Lake Street Private Wealth, LLC10,563
0.1% of portfolio›$842.0K
M.E. Allison & Co., Inc.10,210
0.5% of portfolio›$813.9K
Oppenheimer & Co Inc9,814
0.0% of portfolio›$782.4K
HUB Investment Partners, LLC9,669
0.0% of portfolio›$770.8K
Weil Company, Inc.8,885
0.1% of portfolio›$708.4K
Obermeyer Wealth Partners8,372
0.0% of portfolio›$667.4K
Clear Point Advisors Inc.8,342
0.5% of portfolio›$665.0K
SeaCrest Wealth Management, LLC8,102
0.1% of portfolio›$645.9K
Apella Capital, LLC7,360
0.0% of portfolio›$594.2K
Cordgrass Capital Advisors, LLC7,098
0.2% of portfolio›$565.9K
Atria Investments, Inc6,779
0.0% of portfolio›$540.4K
Harbor Investment Advisory, LLC6,712
0.0% of portfolio›$535.1K
Independent Financial Group, LLC6,517
0.0% of portfolio›$519.5K
Vise Technologies, Inc.6,384
0.0% of portfolio›$509.0K
AdvisorNet Financial, Inc6,224
0.0% of portfolio›$506.9K
Truist Financial Corp6,064
0.0% of portfolio›$483.4K
Axxcess Wealth Management, LLC5,936
0.0% of portfolio›$473.3K
Avaii Wealth Management, LLC5,919
0.1% of portfolio›$474.7K
Amplius Wealth Advisors, LLC5,698
0.0% of portfolio›$454.2K
Total Clarity Wealth Management, Inc.5,697
0.1% of portfolio›$454.2K
Global Wealth Strategies & Associates5,523
0.1% of portfolio›$440.3K
Fifth Third Securities, Inc.4,953
0.0% of portfolio›$394.9K
Visionary Wealth Advisors4,951
0.0% of portfolio›$394.7K
Firethorn Wealth Partners, LLC4,863
0.1% of portfolio›$387.6K
Albion Financial Group4,850
0.0% of portfolio›$386.6K
Indivisible Partners4,744
0.0% of portfolio›$378.2K
First Premier Bank4,718
0.0% of portfolio›$376
Westside Investment Management, Inc.4,631
0.0% of portfolio›$371.4K
MBL Wealth, LLC4,600
0.0% of portfolio›$366.7K
Emergent Wealth Advisors, LLC4,039
0.2% of portfolio›$322.0K
Alliance Wealth Advisors, LLC4,003
0.1% of portfolio›$319.1K
Capital Management Associates, Inc3,779
0.1% of portfolio›$301.2K
Aegis Wealth Management, Inc.3,645
0.2% of portfolio›$290.6K
Eclectic Associates Inc3,622
0.0% of portfolio›$288.7K
StoneX Group Inc.3,445
0.0% of portfolio›$274.7K
Plan Group Financial, LLC3,278
0.1% of portfolio›$271.2K
MBA Advisors LLC3,255
0.1% of portfolio›$259.5K
Private Wealth Partners, LLC3,200
0.0% of portfolio›$255.1K
Bond & Devick Financial Network, Inc.3,123
0.1% of portfolio›$249.0K
Capital Advisors Wealth Management, LLC3,033
0.0% of portfolio›$241.8K
Kelly Financial Services LLC2,949
0.1% of portfolio›$235.1K
First Affirmative Financial Network2,923
0.1% of portfolio›$233.0K
CRA Financial Services, LLC2,913
0.0% of portfolio›$232.2K
Thurston, Springer, Miller, Herd & Titak, Inc.2,840
0.4% of portfolio›$226.4K
Triumph Capital Management2,806
0.0% of portfolio›$223.7K
Financial Partners Group, Inc2,597
0.0% of portfolio›$207.0K
Parallel Advisors, LLC1,840
0.0% of portfolio›$146.7K
Ashton Thomas Private Wealth, LLC1,471
0.0% of portfolio›$117.3K
Compass Financial Management LLC1,063
0.0% of portfolio›$84.7K
Richards, Merrill & Peterson, Inc.889
0.0% of portfolio›$70.9K
Root Financial Partners, LLC800
0.0% of portfolio›$63.8K
Main Street Group, LTD534
0.0% of portfolio›$42.6K
Capital Investment Advisory Services, LLC533
0.0% of portfolio›$42.5K
Pinnacle Bancorp, Inc.478
0.0% of portfolio›$38.1K
Spire Wealth Management433
0.0% of portfolio›$34.5K
Creative Financial Designs Inc388
0.0% of portfolio›$30.9K
Financial Consulate, Inc374
0.0% of portfolio›$29.8K
Horizon Financial Services, LLC344
0.0% of portfolio›$27.4K
Latitude Advisors, LLC336
0.0% of portfolio›$26.8K
Farmers & Merchants Trust Co of Chambersburg PA267
0.0% of portfolio›$21
Farmers & Merchants Investments Inc239
0.0% of portfolio›$19.1K
Register Financial Advisors LLC228
0.0% of portfolio›$18.2K
Signaturefd, LLC140
0.0% of portfolio›$11.2K
Comprehensive Financial Planning, Inc.96
0.0% of portfolio›$7.7K
Mcdonald Partners LLC77
0.0% of portfolio›$6.1K
Gleason Group, Inc.64
0.0% of portfolio›$5.1K
Abound Wealth Management63
0.0% of portfolio›$5.0K
Essential Investment Partners LLC47
0.0% of portfolio›$3.7K
Rosenberg Matthew Hamilton45
0.0% of portfolio›$3.6K
Assetmark, Inc39
0.0% of portfolio›$3.1K
SBI Securities Co., Ltd.38
0.0% of portfolio›$3.0K
Security National Bank30
0.0% of portfolio›$2.4K
Asset Dedication, LLC25
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Sagespring Wealth Partners, LLC
5,401,535$430.6M6.4%ETFLowFranklin, TN2026-10-22
OpenArc Corporate Advisory, LLC
2,834,245$225.9M2.5%GrowthLowAtlanta, GA2026-10-21
Avior Wealth Management, LLC
1,002,489$79.9M2.1%ETFMediumOmaha, NE2026-10-13
Orrstown Financial Services Inc
859,042$68.5M10.3%ETFLowHarrisburg, PA2026-10-14
Steph & Co
857,239$68.3M17.4%ETFLowMarinette, WI2026-10-07
Kestra Advisory Services, LLC
686,505$54.7M0.2%CoreLowAustin, TX2026-11-02
FSM Wealth Advisors, LLC
576,158$46.7M4.8%ETFLowCleveland, OH2026-10-27
Northwest Financial Advisors
557,437$44.4M6.0%ETFLowHerndon, VA2026-10-27
Unique Wealth, LLC
491,331$39.2M4.5%ETFMediumTampa, FL2026-10-16
Commonwealth Equity Services, LLC
490,111$39.1M0.1%ETFLowWaltham, MA2026-11-02
Daymark Wealth Partners, LLC
425,434$33.9M0.8%CoreLowCincinnati, OH2026-11-04
Americana Partners, LLC
403,635$32.2M0.7%CoreMediumHouston, TX2026-10-28
WealthPlan Investment Management, LLC
345,482$27.5M1.3%GrowthMediumOmaha, NE2026-10-15
Centerline Wealth Advisors, LLC
309,239$24.7M7.7%ETFHighLouisville, KY2026-10-15
Davenport & Co LLC
306,668$24.4M0.1%CoreMediumRichmond, VA2026-10-14
IFP Advisors, Inc
293,835$23.4M0.4%GrowthLowTampa, FL2026-10-16
Convergence Financial, LLC
286,365$22.8M3.2%ETFMediumColumbia, MO2026-10-27
Triangle Securities Wealth Management
256,282$20.4M3.9%CoreLowRaleigh, NC2026-10-14
Cambridge Investment Research Advisors, Inc.
207,858$16.6K0.0%ETFLowFairfield, IA2026-11-02
Gill Capital Partners, LLC
196,247$15.6M4.3%ETFLowDenver, CO2026-10-13
Concurrent Investment Advisors, LLC
185,892$14.8M0.1%GrowthMediumTampa, FL2026-10-16
ARQ Wealth Advisors, LLC
184,226$14.7M1.8%ETFLowScottsdale, AZ2026-10-29
Exchange Traded Concepts, LLC
157,404$12.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
132,901$10.6M1.0%ETFMediumWoodbury, MN2026-10-13
Apollon Wealth Management, LLC
116,902$9.3M0.1%GrowthLowMount Pleasant, SC2026-10-23
MN Wealth Advisors, LLC
106,445$8.5M3.4%ETFMediumOverland Park, KS2026-10-23
Cyndeo Wealth Partners, LLC
101,301$8.1M0.4%CoreMediumSt. Petersburg, FL2026-10-16
Sima Wealth Partners, LLC
98,922$7.9M5.5%ETFVery LowRichmond, VA2026-10-19
Seven Hills Financial, LLC
98,692$7.9M4.7%ETFN/ATallahassee, FL2026-10-13
Smart Wealth LLC
96,049$7.7M1.6%ETFHighOmaha, NE2026-11-04
Perigon Wealth Management, LLC
85,802$6.8M0.1%GrowthLowSan Francisco, CA2026-10-22
Gemmer Asset Management LLC
71,113$5.7M0.4%ETFLowWalnut Creek, CA2026-10-16
Fagan Associates, Inc.
67,434$5.4M0.6%GrowthLowTroy, NY2026-10-13
Merited Wealth, LLC
66,791$5.3M3.7%ETFMediumNorth Bay Village, FL2026-10-13
Advisory Solutions Group, LLC
66,038$5.3M1.1%ETFN/APlymouth, MN2026-10-14
Triad Wealth Partners, LLC
63,141$5.0M0.3%ETFMediumLawrence, KS2026-10-26
WealthPLAN Partners, LLC
58,033$4.6M0.9%CoreMediumOmaha, NE2026-10-15
Wealth Enhancement Advisory Services, LLC
57,332$4.6M0.0%CoreLowPlymouth, MN2026-10-13
CMH Wealth Management LLC
56,076$4.5M0.7%GrowthLowPortsmouth, NH2026-10-22
Denver PWM, LLC
49,935$4.0M1.3%ETFLowDenver, CO2026-10-22
Elevation Point Wealth Partners, LLC
48,496$3.9M0.1%CoreHighDenver, CO2026-11-05
Ascent Group, LLC
48,305$3.9M0.1%CoreLowVirginia Beach, VA2026-10-30
Worth Financial Advisory Group, LLC
45,704$3.6M1.5%GrowthVery LowCharlotte, NC2026-10-19
Prism Advisors, Inc.
39,517$3.2M0.8%ETFMediumStudio City, CA2026-10-09
Independence Asset Advisors, LLC
37,291$3.0M0.7%ETFVery LowWynnewood,, PA2026-10-23
Cornerstone Wealth Management, LLC
37,165$3.0M0.1%ETFVery LowSt. Peters, MO2026-11-04
Ascentis Independent Advisors
36,475$2.9M0.2%ETFLowDallas, TX2026-11-03
Compass Wealth Management, LLC
35,402$2.8M1.1%ETFMediumAtlanta, GA2026-10-30
Fairvoy Private Wealth, LLC
32,535$2.6M0.5%GrowthMediumBirmingham, AL2026-10-19
MGO One Seven LLC
32,010$2.6M0.0%GrowthLowBeachwood, OH2026-10-28
Crumly & Associates Inc.
30,801$2.5M0.4%ETFMediumSpringfield, IL2026-10-07
Creative Planning
27,816$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
D.A. Davidson & Co.
26,667$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Heritage Wealth Management, Inc.
26,482$2.1M0.5%CoreLowCincinnati, OH2026-10-28
First Heartland Consultants, Inc.
25,791$2.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
PUREfi Wealth, LLC
24,711$2.0M0.9%GrowthMediumBoston, MA2026-10-19
Ignite Planners, LLC
24,414$1.9M0.3%CoreLowSan Clemente, CA2026-10-14
Traveka Wealth, LLC
22,846$1.8M0.6%ETFLowLos Altos, CA2026-10-19
Elevation Wealth Management LLC
22,667$1.8M1.2%Agg GrowthLowEden Prairie, MN2026-11-02
Landaas & Co
21,442$1.7M0.3%ETFVery LowMilwaukee, WI2026-10-29
Farther Finance Advisors, LLC
20,875$1.7M0.0%IndexLowSan Francisco, CA2026-10-08
3Chopt Investment Partners, LLC
20,058$1.6M0.3%CoreLowRichmond, VA2026-10-30
Mascagni Wealth Management, Inc.
19,850$1.6M1.0%ETFLowClinton, MS2026-10-23
WBH Advisory Inc
18,842$1.5M0.1%ETFLowBaltimore, MD2026-11-05
Citizens Financial Group Inc
18,710$1.5M0.0%GrowthLowProvidence, RI2026-10-23
Sugar Maple Asset Management, LLC
17,932$1.4M0.8%ETFMediumSister Bay, WI2026-10-13
Nova Financial LLC
16,920$1.3M0.6%N/AN/ATucson, AZ2026-11-04
Clear Creek Financial Management, LLC
16,845$1.3M0.1%ETFMediumSilverdale, WA2026-10-28
Curry Webb Wealth Management LLC
16,046$1.3M0.5%ETFLowIndianapolis, IN2026-10-22
Beaumont Financial Advisors, LLC
14,999$1.2M0.1%GrowthMediumNeedham, MA2026-10-22
Bill Few Associates, Inc.
14,385$1.1M0.2%CoreVery LowSewickley, PA2026-10-09
Krilogy Financial LLC
14,328$1.2M0.0%GrowthLowSt. Louis, MO2026-10-13
Private Trust Co NA
14,056$1.1M0.1%CoreLowCleveland, OH2026-10-20
RFG Advisory, LLC
13,783$1.1M0.0%ETFMediumBirmingham, AL2026-11-03
Frontier Asset Management, LLC
13,197$1.1M0.2%ETFLowSheridan, WY2026-10-28
Sutton Place Investors LLC
13,151$1.0M0.5%ETFLowArmonk, NY2026-10-20
Kuhn & Co Investment Counsel
11,710$933.5K0.5%CoreLowChicago, IL2026-10-29
Summit Wealth Group LLC / Co
11,685$931.5K0.1%ETFHighColorado Springs, CO2026-10-29
MassMutual Private Wealth & Trust, FSB
11,680$931.1K0.0%CoreLowSpringfield, MA2026-10-05
Procyon Advisors, LLC
11,562$921.7K0.0%CoreVery LowShelton, CT2026-10-21
Verity Asset Management, Inc.
11,047$880.8K0.3%CoreMediumDurham, NC2026-10-30
Lake Street Private Wealth, LLC
10,563$842.0K0.1%GrowthLowChicago, IL2026-10-22
M.E. Allison & Co., Inc.
10,210$813.9K0.5%CoreLowSan Antonio, TX2026-10-09
Oppenheimer & Co Inc
9,814$782.4K0.0%CoreLowNew York, NY2026-10-26
HUB Investment Partners, LLC
9,669$770.8K0.0%GrowthLowAustin, TX2026-11-03
Weil Company, Inc.
8,885$708.4K0.1%ETFLowSan Diego, CA2026-10-14
Obermeyer Wealth Partners
8,372$667.4K0.0%GrowthLowAspen, CO2026-10-21
Clear Point Advisors Inc.
8,342$665.0K0.5%ETFMediumMelville, NY2026-10-30
SeaCrest Wealth Management, LLC
8,102$645.9K0.1%GrowthLowPurchase, NY2026-10-21
Apella Capital, LLC
7,360$594.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
Cordgrass Capital Advisors, LLC
7,098$565.9K0.2%CoreLowRaleigh, NC2026-10-30
Atria Investments, Inc
6,779$540.4K0.0%CoreMediumCharlotte, NC2026-10-15
Harbor Investment Advisory, LLC
6,712$535.1K0.0%GrowthLowLutherville, MD2026-10-13
Independent Financial Group, LLC
6,517$519.5K0.0%GrowthLowSan Diego, CA2026-10-13
Vise Technologies, Inc.
6,384$509.0K0.0%IndexLowNew York, NY2026-10-29
AdvisorNet Financial, Inc
6,224$506.9K0.0%ETFLowMinnetonka, MN2026-10-15
Truist Financial Corp
6,064$483.4K0.0%CoreLowCharlotte, NC2026-10-30
Axxcess Wealth Management, LLC
5,936$473.3K0.0%CoreLowCarlsbad, CA2026-10-21
Avaii Wealth Management, LLC
5,919$474.7K0.1%ETFMediumAppleton, WI2026-10-09
Amplius Wealth Advisors, LLC
5,698$454.2K0.0%ETFLowBlue Bell, PA2026-10-20
Total Clarity Wealth Management, Inc.
5,697$454.2K0.1%ETFMediumSt. Charles, IL2026-10-26
Global Wealth Strategies & Associates
5,523$440.3K0.1%ETFLowDenver, CO2026-10-02
Fifth Third Securities, Inc.
4,953$394.9K0.0%ETFLowCincinnati, OH2026-10-21
Visionary Wealth Advisors
4,951$394.7K0.0%ETFLowO'Fallon, IL2026-11-04
Firethorn Wealth Partners, LLC
4,863$387.6K0.1%ETFLowAugusta, GA2026-10-14
Albion Financial Group
4,850$386.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Indivisible Partners
4,744$378.2K0.0%GrowthMediumClearwater, FL2026-10-26
First Premier Bank
4,718$3760.0%CoreVery LowSioux Falls, SD2026-10-13
Westside Investment Management, Inc.
4,631$371.4K0.0%GrowthLowSanta Monica, CA2026-11-02
MBL Wealth, LLC
4,600$366.7K0.0%ETFLowCharlotte, NC2026-10-22
Emergent Wealth Advisors, LLC
4,039$322.0K0.2%ETFMediumWilliamsville, NY2026-10-09
Alliance Wealth Advisors, LLC
4,003$319.1K0.1%CoreVery LowScranton, PA2026-10-14
Capital Management Associates, Inc
3,779$301.2K0.1%ETFLowMinneapolis, MN2026-10-20
Aegis Wealth Management, Inc.
3,645$290.6K0.2%ETFMediumGuthrie Center, IA2026-10-26
Eclectic Associates Inc
3,622$288.7K0.0%ETFVery LowFullerton, CA2026-10-09
StoneX Group Inc.
3,445$274.7K0.0%ETFMediumNew York, NY2026-11-03
Plan Group Financial, LLC
3,278$271.2K0.1%ETFMediumOklahoma City, OK2026-10-22
MBA Advisors LLC
3,255$259.5K0.1%ETFLowHermitage, PA2026-10-29
Private Wealth Partners, LLC
3,200$255.1K0.0%GrowthLowMill Valley, CA2026-10-22
Bond & Devick Financial Network, Inc.
3,123$249.0K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Capital Advisors Wealth Management, LLC
3,033$241.8K0.0%ETFLowYakima, WA2026-10-09
Kelly Financial Services LLC
2,949$235.1K0.1%ETFMediumBraintree, MA2026-10-20
First Affirmative Financial Network
2,923$233.0K0.1%CoreN/AColorado Springs, CO2026-10-21
CRA Financial Services, LLC
2,913$232.2K0.0%ETFVery LowNorthfield, NJ2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
2,840$226.4K0.4%GrowthMediumIndianapolis, IN2026-10-14
Triumph Capital Management
2,806$223.7K0.0%ETFMediumDenver, CO2026-10-14
Financial Partners Group, Inc
2,597$207.0K0.0%ETFLowOverland Park, KS2026-10-19
Parallel Advisors, LLC
1,840$146.7K0.0%IndexLowSan Francisco, CA2026-11-03
Ashton Thomas Private Wealth, LLC
1,471$117.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Compass Financial Management LLC
1,063$84.7K0.0%CoreN/ATampa, FL2026-10-30
Richards, Merrill & Peterson, Inc.
889$70.9K0.0%GrowthLowSpokane, WA2026-10-19
Root Financial Partners, LLC
800$63.8K0.0%ETFMediumEncinitas, CA2026-10-21
Main Street Group, LTD
534$42.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Capital Investment Advisory Services, LLC
533$42.5K0.0%CoreMediumRaleigh, NC2026-10-30
Pinnacle Bancorp, Inc.
478$38.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Spire Wealth Management
433$34.5K0.0%GrowthMediumMclean, VA2026-10-30
Creative Financial Designs Inc
388$30.9K0.0%ETFMediumKokomo, IN2026-11-04
Financial Consulate, Inc
374$29.8K0.0%ETFLowHunt Valley, MD2026-10-23
Horizon Financial Services, LLC
344$27.4K0.0%ETFLowWinston Salem, NC2026-11-04
Latitude Advisors, LLC
336$26.8K0.0%ETFLowYorkville, IL2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
267$210.0%GARPLowChambersburg, PA2026-10-14
Farmers & Merchants Investments Inc
239$19.1K0.0%CoreVery LowLincoln, NE2026-10-22
Register Financial Advisors LLC
228$18.2K0.0%GARPLowAtlanta, GA2026-10-23
Signaturefd, LLC
140$11.2K0.0%IndexLowAtlanta, GA2026-10-23
Comprehensive Financial Planning, Inc.
96$7.7K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Mcdonald Partners LLC
77$6.1K0.0%CoreLowCleveland, OH2026-11-03
Gleason Group, Inc.
64$5.1K0.0%ETFVery LowProspect, KY2026-10-15
Abound Wealth Management
63$5.0K0.0%ETFVery LowFranklin, TN2026-10-26
Essential Investment Partners LLC
47$3.7K0.0%GrowthLowEnglewood, CO2026-10-27
Rosenberg Matthew Hamilton
45$3.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Assetmark, Inc
39$3.1K0.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
38$3.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Security National Bank
30$2.4K0.0%GrowthLowOmaha, NE2026-10-26
Asset Dedication, LLC
25$2.0K0.0%ETFLowSan Francisco, CA2026-11-03