IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPMorgan US Value Factor ETF (JVAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,196,536 from 1,217,925
Change-21,389 (-2%)
Value$69.3M (-$2.1M)
Filed 2026-10-08
Affinity Wealth LLC
INCREASED
Shares645,304 from 627,106
Change+18,198 (+3%)
Value$37.8M (+$1.1M)
Filed 2026-11-03
Mainsail Financial Group, LLC
DECREASED
Shares376,676 from 413,727
Change-37,051 (-9%)
Value$21.8M (-$2.4M)
Filed 2026-10-23
Goodman Advisory Group, LLC
NEW
Shares333,793
Change+333,793
Value$19.3M
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares289,066 from 282,695
Change+6,371 (+2%)
Value$16.9M (+$304.0K)
Filed 2026-11-05
Prism Advisors, Inc.
NEW
Shares232,402
Change+232,402
Value$13.6M
Filed 2026-10-09
Columbia Advisory Partners LLC
DECREASED
Shares156,767 from 165,339
Change-8,572 (-5%)
Value$9.1M (-$615.5K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares151,936 from 159,427
Change-7,491 (-5%)
Value$8.8M (-$548.7K)
Filed 2026-10-15
Apeiron RIA LLC
DECREASED
Shares144,456 from 164,391
Change-19,935 (-12%)
Value$8.4M (-$1.2M)
Filed 2026-10-08
Planned Solutions, Inc.
DECREASED
Shares140,135 from 143,018
Change-2,883 (-2%)
Value$8.1M (-$269.9K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares131,975 from 167,236
Change-35,261 (-21%)
Value$7.6M (-$2.2M)
Filed 2026-11-02
Kathmere Capital Management, LLC
DECREASED
Shares129,195 from 130,843
Change-1,648 (-1%)
Value$7.5M (-$189.7K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares103,972 from 86,921
Change+17,051 (+20%)
Value$6.0M (+$925.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
NEW
Shares68,360
Change+68,360
Value$4.0M
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares56,608 from 55,472
Change+1,136 (+2%)
Value$3.3M (+$25.9K)
Filed 2026-11-04
Confluence Wealth Services, Inc.
INCREASED
Shares53,187 from 53,182
Change+5 (+0%)
Value$3.1M (-$38.0K)
Filed 2026-11-05
Plus Group Wealth Advisors LLC
NEW
Shares51,557
Change+51,557
Value$3.0M
Filed 2026-10-19
Boyum Wealth Architects LLC
DECREASED
Shares48,519 from 49,707
Change-1,188 (-2%)
Value$2.8M (-$34.9K)
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares41,663 from 41,413
Change+250 (+1%)
Value$2.4M (+$32.1K)
Filed 2026-10-13
Fifth Third Securities, Inc.
DECREASED
Shares38,730 from 39,078
Change-348 (-1%)
Value$2.2M (-$48.3K)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares33,330 from 36,039
Change-2,709 (-8%)
Value$1.9M (-$185.6K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
NEW
Shares32,643
Change+32,643
Value$1.9M
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares32,564 from 32,152
Change+412 (+1%)
Value$1.9M (+$688)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
NEW
Shares20,167
Change+20,167
Value$1.2M
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares18,856 from 12,483
Change+6,373 (+51%)
Value$1.1M (+$360.1K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,211 from 18,931
Change-720 (-4%)
Value$1.1K (-$1.1M)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares18,039 from 18,082
Change-43 (0%)
Value$1.1M (+$724)
Filed 2026-11-04
Retirement Planning Group, LLC
DECREASED
Shares17,594 from 17,835
Change-241 (-1%)
Value$1.0M (-$26.8K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares17,242 from 20,428
Change-3,186 (-16%)
Value$998.7K (-$199.2K)
Filed 2026-11-03
MN Wealth Advisors, LLC
DECREASED
Shares17,228 from 18,212
Change-984 (-5%)
Value$997.9K (-$70.1K)
Filed 2026-10-23
Apollon Wealth Management, LLC
NEW
Shares15,132
Change+15,132
Value$876.5K
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares14,459 from 14,164
Change+295 (+2%)
Value$837.5K (+$6.9K)
Filed 2026-11-03
Vise Technologies, Inc.
DECREASED
Shares13,389 from 13,462
Change-73 (-1%)
Value$775.5K (-$13.9K)
Filed 2026-10-29
Cobblestone Asset Management LLC
DECREASED
Shares12,269 from 12,904
Change-635 (-5%)
Value$710.6K (-$46.1K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares11,237 from 11,548
Change-311 (-3%)
Value$650.8K (-$26.3K)
Filed 2026-10-26
MBL Wealth, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$637.1K (-$7.9K)
Filed 2026-10-22
Howard Capital Management, LLC
UNCHANGED
Shares10,763 from 10,763
Change0 (0%)
Value$623.4K (-$7.7K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares10,600 from 10,644
Change-44 (0%)
Value$613.9K (-$10.3K)
Filed 2026-10-30
Gallacher Capital Management LLC
DECREASED
Shares10,391 from 16,492
Change-6,101 (-37%)
Value$601.9K (-$365.2K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares8,844 from 8,528
Change+316 (+4%)
Value$512.2K (+$12.2K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares7,868 from 10,804
Change-2,936 (-27%)
Value$455.7K (-$177.8K)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares7,464 from 7,688
Change-224 (-3%)
Value$432.3K (-$16.7K)
Filed 2026-10-26
BNB Wealth Management, LLC
INCREASED
Shares7,367 from 4,831
Change+2,536 (+52%)
Value$426.7K (+$143.4K)
Filed 2026-10-28
Elevation Wealth Management LLC
INCREASED
Shares6,849 from 4,728
Change+2,121 (+45%)
Value$396.7K (+$119.4K)
Filed 2026-11-02
Cooper S Advisors, LLC
UNCHANGED
Shares6,795 from 6,795
Change0 (0%)
Value$393.6K (-$4.9K)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares6,742 from 6,843
Change-101 (-1%)
Value$390.5K (-$10.8K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares6,154 from 6,046
Change+108 (+2%)
Value$356.4K (+$1.9K)
Filed 2026-10-08
Burk Holdings LLC
UNCHANGED
Shares5,956 from 5,956
Change0 (0%)
Value$345.0K (-$4.3K)
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares5,906 from 4,906
Change+1,000 (+20%)
Value$342.1K (+$54.4K)
Filed 2026-10-22
Merited Wealth, LLC
INCREASED
Shares5,848 from 5,653
Change+195 (+3%)
Value$338.7K (+$7.2K)
Filed 2026-10-13
Abner Herrman & Brock LLC
NEW
Shares5,695
Change+5,695
Value$330
Filed 2026-10-20
Revisor Wealth Management LLC
UNCHANGED
Shares5,486 from 5,486
Change0 (0%)
Value$318.4K (-$3.3K)
Filed 2026-10-20
First Citizens Bank & Trust Co
DECREASED
Shares5,269 from 21,346
Change-16,077 (-75%)
Value$305.2K (-$946.5K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares5,212 from 5,935
Change-723 (-12%)
Value$301.9K (-$46.1K)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares5,117 from 5,156
Change-39 (-1%)
Value$296.4K (-$6.0K)
Filed 2026-10-30
Marino, Stram & Associates LLC
INCREASED
Shares5,008 from 4,989
Change+19 (+0%)
Value$290.0K (-$2.5K)
Filed 2026-10-22
3Chopt Investment Partners, LLC
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$287.3K (-$3.6K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares4,894 from 4,700
Change+194 (+4%)
Value$283.5K (+$7.9K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares4,870 from 4,870
Change0 (0%)
Value$282.1K (-$3.5K)
Filed 2026-10-30
Accredited Investors Inc.
UNCHANGED
Shares4,648 from 4,648
Change0 (0%)
Value$269.2K (-$3.3K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares4,596 from 4,579
Change+17 (+0%)
Value$266.2K (-$2.3K)
Filed 2026-10-22
Avaii Wealth Management, LLC
DECREASED
Shares4,180 from 4,290
Change-110 (-3%)
Value$245.3K (-$6.3K)
Filed 2026-10-09
Anson Capital, Inc.
DECREASED
Shares4,176 from 4,226
Change-50 (-1%)
Value$241.9K (-$5.9K)
Filed 2026-10-23
TopTier Wealth Management, LLC
INCREASED
Shares4,088 from 4,087
Change+1 (+0%)
Value$236.8K (-$2.9K)
Filed 2026-10-16
Windsor Capital Management, LLC
NEW
Shares3,872
Change+3,872
Value$224.3K
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares3,626 from 3,683
Change-57 (-2%)
Value$210.0K (-$5.9K)
Filed 2026-10-08
Detalus Advisors, LLC
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$209.8K (-$2.6K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares3,482 from 3,477
Change+5 (+0%)
Value$201.7K (-$2.2K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares2,743
Change+2,743
Value$158.9K
Filed 2026-10-09
United Community Bank
UNCHANGED
Shares2,101 from 2,101
Change0 (0%)
Value$121.7K (-$1.5K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares1,634 from 12,219
Change-10,585 (-87%)
Value$94.6K (-$621.9K)
Filed 2026-10-26
Sima Wealth Partners, LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$93.8K (-$1.2K)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$81.1K (-$1.0K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares1,077 from 855
Change+222 (+26%)
Value$62.4K (+$12.2K)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares927 from 961
Change-34 (-4%)
Value$53.7K (-$2.7K)
Filed 2026-10-21
First Horizon Corp
DECREASED
Shares708 from 895
Change-187 (-21%)
Value$41.0K (-$11.5K)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares514 from 719
Change-205 (-29%)
Value$29.8K (-$12.4K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares338
Change+338
Value$19.6K
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares178 from 173
Change+5 (+3%)
Value$10 ($0)
Filed 2026-10-30
MV Capital Management, Inc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$8.9K (-$110)
Filed 2026-10-29
NBT Bank, N.A.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$5.0K (-$62)
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.7K (-$33)
Filed 2026-10-02
Atwood & Palmer Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.7K (-$22)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares20
Change+20
Value$1.2K
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.1K (-$14)
Filed 2026-11-03
Citigroup Inc
NEW
Shares1
Change+1
Value$58
Filed 2026-11-04
Park Edge Advisors, LLC
CLOSED
Shares0 from 4,750
Change-4,750 (-100%)
Value$0 (-$278.5K)
Filed 2026-10-28
Realta Investment Advisors
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$35.2K)
Filed 2026-10-14
Triumph Capital Management
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-14
Simplex Trading, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$117)
Filed 2026-11-04
Captrust Financial Advisors
N/A
Shares— from 1,151,907
Change-1,151,907 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,134,481
Change-1,134,481 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 580,537
Change-580,537 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 577,595
Change-577,595 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 293,793
Change-293,793 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 174,603
Change-174,603 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 163,774
Change-163,774 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 155,811
Change-155,811 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 154,332
Change-154,332 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 138,202
Change-138,202 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 117,915
Change-117,915 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 109,535
Change-109,535 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 102,761
Change-102,761 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 86,756
Change-86,756 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 84,607
Change-84,607 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 71,797
Change-71,797 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 57,132
Change-57,132 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 51,214
Change-51,214 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 50,171
Change-50,171 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 36,921
Change-36,921 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,090
Change-35,090 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 34,276
Change-34,276 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 28,011
Change-28,011 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 27,948
Change-27,948 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 24,524
Change-24,524 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 23,731
Change-23,731 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,474
Change-23,474 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,335
Change-23,335 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 22,791
Change-22,791 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,525
Change-22,525 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,347
Change-21,347 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,155
Change-21,155 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 21,139
Change-21,139 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,799
Change-20,799 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,576
Change-20,576 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 20,232
Change-20,232 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,605
Change-18,605 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,461
Change-18,461 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 17,721
Change-17,721 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,655
Change-17,655 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 16,334
Change-16,334 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 15,915
Change-15,915 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,701
Change-15,701 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 13,619
Change-13,619 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,741
Change-12,741 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,835
Change-11,835 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,583
Change-10,583 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,952
Change-7,952 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,427
Change-6,427 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
American Trust
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 749
Change-749 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 529
Change-529 (-100%)
Value—
UBS Group AG
N/A
Shares— from 301
Change-301 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Avidian Wealth Enterprises, LLC
DECREASED1,196,5361,217,925-21,389-2%$71.4M$69.3M-$2.1M2026-10-08
Affinity Wealth LLC
INCREASED645,304627,106+18,198+3%$36.8M$37.8M+$1.1M2026-11-03
Mainsail Financial Group, LLC
DECREASED376,676413,727-37,051-9%$24.3M$21.8M-$2.4M2026-10-23
Goodman Advisory Group, LLC
NEW333,793—+333,793——$19.3M—2026-11-02
Thrivent Financial for Lutherans
INCREASED289,066282,695+6,371+2%$16.6M$16.9M+$304.0K2026-11-05
Prism Advisors, Inc.
NEW232,402—+232,402——$13.6M—2026-10-09
Columbia Advisory Partners LLC
DECREASED156,767165,339-8,572-5%$9.7M$9.1M-$615.5K2026-10-15
Atria Investments, Inc
DECREASED151,936159,427-7,491-5%$9.3M$8.8M-$548.7K2026-10-15
Apeiron RIA LLC
DECREASED144,456164,391-19,935-12%$9.6M$8.4M-$1.2M2026-10-08
Planned Solutions, Inc.
DECREASED140,135143,018-2,883-2%$8.4M$8.1M-$269.9K2026-10-19
Commonwealth Equity Services, LLC
DECREASED131,975167,236-35,261-21%$9.8M$7.6M-$2.2M2026-11-02
Kathmere Capital Management, LLC
DECREASED129,195130,843-1,648-1%$7.7M$7.5M-$189.7K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED103,97286,921+17,051+20%$5.1M$6.0M+$925.1K2026-11-03
Concurrent Investment Advisors, LLC
NEW68,360—+68,360——$4.0M—2026-10-16
Daymark Wealth Partners, LLC
INCREASED56,60855,472+1,136+2%$3.3M$3.3M+$25.9K2026-11-04
Confluence Wealth Services, Inc.
INCREASED53,18753,182+5+0%$3.1M$3.1M-$38.0K2026-11-05
Plus Group Wealth Advisors LLC
NEW51,557—+51,557——$3.0M—2026-10-19
Boyum Wealth Architects LLC
DECREASED48,51949,707-1,188-2%$2.9M$2.8M-$34.9K2026-10-06
Wealth Enhancement Advisory Services, LLC
INCREASED41,66341,413+250+1%$2.4M$2.4M+$32.1K2026-10-13
Fifth Third Securities, Inc.
DECREASED38,73039,078-348-1%$2.3M$2.2M-$48.3K2026-10-21
Sigma Planning Corp
DECREASED33,33036,039-2,709-8%$2.1M$1.9M-$185.6K2026-10-23
B. Riley Wealth Advisors, Inc.
NEW32,643—+32,643——$1.9M—2026-10-13
Sagespring Wealth Partners, LLC
INCREASED32,56432,152+412+1%$1.9M$1.9M+$6882026-10-22
Mirae Asset Global Investments Co., Ltd.
NEW20,167—+20,167——$1.2M—2026-11-03
WealthPlan Investment Management, LLC
INCREASED18,85612,483+6,373+51%$732.0K$1.1M+$360.1K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED18,21118,931-720-4%$1.1M$1.1K-$1.1M2026-11-02
Prospera Financial Services Inc
DECREASED18,03918,082-430%$1.1M$1.1M+$7242026-11-04
Retirement Planning Group, LLC
DECREASED17,59417,835-241-1%$1.0M$1.0M-$26.8K2026-10-19
HUB Investment Partners, LLC
DECREASED17,24220,428-3,186-16%$1.2M$998.7K-$199.2K2026-11-03
MN Wealth Advisors, LLC
DECREASED17,22818,212-984-5%$1.1M$997.9K-$70.1K2026-10-23
Apollon Wealth Management, LLC
NEW15,132—+15,132——$876.5K—2026-10-23
RFG Advisory, LLC
INCREASED14,45914,164+295+2%$830.6K$837.5K+$6.9K2026-11-03
Vise Technologies, Inc.
DECREASED13,38913,462-73-1%$789.4K$775.5K-$13.9K2026-10-29
Cobblestone Asset Management LLC
DECREASED12,26912,904-635-5%$756.7K$710.6K-$46.1K2026-10-13
Patten Group, Inc.
DECREASED11,23711,548-311-3%$677.2K$650.8K-$26.3K2026-10-26
MBL Wealth, LLC
UNCHANGED11,00011,00000%$645.0K$637.1K-$7.9K2026-10-22
Howard Capital Management, LLC
UNCHANGED10,76310,76300%$631.1K$623.4K-$7.7K2026-10-16
Truist Financial Corp
DECREASED10,60010,644-440%$624.2K$613.9K-$10.3K2026-10-30
Gallacher Capital Management LLC
DECREASED10,39116,492-6,101-37%$967.1K$601.9K-$365.2K2026-10-30
Perigon Wealth Management, LLC
INCREASED8,8448,528+316+4%$500.1K$512.2K+$12.2K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED7,86810,804-2,936-27%$633.5K$455.7K-$177.8K2026-10-13
Triad Wealth Partners, LLC
DECREASED7,4647,688-224-3%$449.1K$432.3K-$16.7K2026-10-26
BNB Wealth Management, LLC
INCREASED7,3674,831+2,536+52%$283.3K$426.7K+$143.4K2026-10-28
Elevation Wealth Management LLC
INCREASED6,8494,728+2,121+45%$277.3K$396.7K+$119.4K2026-11-02
Cooper S Advisors, LLC
UNCHANGED6,7956,79500%$398.5K$393.6K-$4.9K2026-11-03
Kestra Advisory Services, LLC
DECREASED6,7426,843-101-1%$401.3K$390.5K-$10.8K2026-11-02
CoreCap Advisors, LLC
INCREASED6,1546,046+108+2%$354.5K$356.4K+$1.9K2026-10-08
Burk Holdings LLC
UNCHANGED5,9565,95600%$349.3K$345.0K-$4.3K2026-11-05
Monetary Solutions, Ltd
INCREASED5,9064,906+1,000+20%$287.7K$342.1K+$54.4K2026-10-22
Merited Wealth, LLC
INCREASED5,8485,653+195+3%$331.5K$338.7K+$7.2K2026-10-13
Abner Herrman & Brock LLC
NEW5,695—+5,695——$330—2026-10-20
Revisor Wealth Management LLC
UNCHANGED5,4865,48600%$321.7K$318.4K-$3.3K2026-10-20
First Citizens Bank & Trust Co
DECREASED5,26921,346-16,077-75%$1.3M$305.2K-$946.5K2026-10-14
Blue Trust, Inc.
DECREASED5,2125,935-723-12%$348.0K$301.9K-$46.1K2026-10-15
Ascent Group, LLC
DECREASED5,1175,156-39-1%$302.3K$296.4K-$6.0K2026-10-30
Marino, Stram & Associates LLC
INCREASED5,0084,989+19+0%$292.6K$290.0K-$2.5K2026-10-22
3Chopt Investment Partners, LLC
UNCHANGED4,9604,96000%$290.9K$287.3K-$3.6K2026-10-30
Independent Financial Group, LLC
INCREASED4,8944,700+194+4%$275.6K$283.5K+$7.9K2026-10-13
Spire Wealth Management
UNCHANGED4,8704,87000%$285.6K$282.1K-$3.5K2026-10-30
Accredited Investors Inc.
UNCHANGED4,6484,64800%$272.6K$269.2K-$3.3K2026-11-03
Strategic Blueprint, LLC
INCREASED4,5964,579+17+0%$268.5K$266.2K-$2.3K2026-10-22
Avaii Wealth Management, LLC
DECREASED4,1804,290-110-3%$251.6K$245.3K-$6.3K2026-10-09
Anson Capital, Inc.
DECREASED4,1764,226-50-1%$247.8K$241.9K-$5.9K2026-10-23
TopTier Wealth Management, LLC
INCREASED4,0884,087+1+0%$239.7K$236.8K-$2.9K2026-10-16
Windsor Capital Management, LLC
NEW3,872—+3,872——$224.3K—2026-10-13
Farther Finance Advisors, LLC
DECREASED3,6263,683-57-2%$216.0K$210.0K-$5.9K2026-10-08
Detalus Advisors, LLC
UNCHANGED3,6233,62300%$212.5K$209.8K-$2.6K2026-10-15
Intrua Financial, LLC
INCREASED3,4823,477+5+0%$203.9K$201.7K-$2.2K2026-10-28
GK Wealth Management LLC
NEW2,743—+2,743——$158.9K—2026-10-09
United Community Bank
UNCHANGED2,1012,10100%$123.2K$121.7K-$1.5K2026-10-28
Lanark Financial, Inc.
DECREASED1,63412,219-10,585-87%$716.6K$94.6K-$621.9K2026-10-26
Sima Wealth Partners, LLC
UNCHANGED1,6201,62000%$95.0K$93.8K-$1.2K2026-10-19
Private Trust Co NA
UNCHANGED1,4011,40100%$82.2K$81.1K-$1.0K2026-10-20
IFP Advisors, Inc
INCREASED1,077855+222+26%$50.1K$62.4K+$12.2K2026-10-16
Assetmark, Inc
DECREASED927961-34-4%$56.4K$53.7K-$2.7K2026-10-21
First Horizon Corp
DECREASED708895-187-21%$52.5K$41.0K-$11.5K2026-10-26
Lodestone Wealth Management LLC
DECREASED514719-205-29%$42.2K$29.8K-$12.4K2026-10-14
Ascentis Independent Advisors
NEW338—+338——$19.6K—2026-11-03
Covestor Ltd
INCREASED178173+5+3%$10$10$02026-10-30
MV Capital Management, Inc.
UNCHANGED15315300%$9.0K$8.9K-$1102026-10-29
NBT Bank, N.A.
UNCHANGED868600%$5.0K$5.0K-$622026-10-21
Versant Capital Management, Inc
UNCHANGED464600%$2.7K$2.7K-$332026-10-02
Atwood & Palmer Inc
UNCHANGED303000%$1.8K$1.7K-$222026-10-08
Root Financial Partners, LLC
NEW20—+20——$1.2K—2026-10-21
Parallel Advisors, LLC
UNCHANGED191900%$1.1K$1.1K-$142026-11-03
Citigroup Inc
NEW1—+1——$58—2026-11-04
Park Edge Advisors, LLC
CLOSED04,750-4,750-100%$278.5K$0-$278.5K2026-10-28
Realta Investment Advisors
CLOSED0600-600-100%$35.2K$0-$35.2K2026-10-14
Triumph Capital Management
CLOSED0131-131-100%$7.7K$0-$7.7K2026-10-14
Simplex Trading, LLC
CLOSED02-2-100%$117$0-$1172026-11-04
Captrust Financial Advisors
N/A—1,151,907-1,151,907-100%$67.5M———
LPL Financial LLC
N/A—1,134,481-1,134,481-100%$66.5M———
Bank of America Corp
N/A—580,537-580,537-100%$34.0M———
JPMorgan Chase & Co
N/A—577,595-577,595-100%$33.7M———
Morgan Stanley
N/A—293,793-293,793-100%$17.2M———
Osaic Holdings, Inc.
N/A—174,603-174,603-100%$10.2M———
Cetera Investment Advisers
N/A—163,774-163,774-100%$9.6M———
Cerity Partners LLC
N/A—155,811-155,811-100%$9.1M———
Magnolia Capital Advisors LLC
N/A—154,332-154,332-100%$9.1M———
Northwestern Mutual Wealth Management Co
N/A—138,202-138,202-100%$8.1M———
Raymond James Financial Inc
N/A—117,915-117,915-100%$6.9M———
Orion Porfolio Solutions, LLC
N/A—109,535-109,535-100%$6.4M———
Mercer Global Advisors Inc
N/A—102,761-102,761-100%$6.0M———
Oxinas Partners, LLC
N/A—86,756-86,756-100%$5.1M———
Mariner, LLC
N/A—84,607-84,607-100%$5.0M———
Auxano Advisors, LLC
N/A—71,797-71,797-100%$4.2M———
Steward Partners Investment Advisory, LLC
N/A—57,132-57,132-100%$3.4M———
Intrust Bank NA
N/A—51,214-51,214-100%$3.0M———
EP Wealth Advisors, LLC
N/A—50,171-50,171-100%$2.9M———
Integrated Wealth Concepts LLC
N/A—36,921-36,921-100%$2.2M———
Royal Bank of Canada
N/A—35,090-35,090-100%$2.1M———
Smartleaf Asset Management LLC
N/A—34,276-34,276-100%$2.0M———
5T Wealth, LLC
N/A—28,011-28,011-100%$1.6M———
Thoroughbred Financial Services, LLC
N/A—27,948-27,948-100%$1.6M———
Jaffetilchin Investment Partners, LLC
N/A—24,524-24,524-100%$1.4M———
RiverGlades Family Offices LLC
N/A—23,731-23,731-100%$1.4M———
Cresset Asset Management, LLC
N/A—23,474-23,474-100%$1.4M———
NewEdge Advisors, LLC
N/A—23,335-23,335-100%$1.4M———
Barnes Wealth Management Group, Inc
N/A—22,791-22,791-100%$1.3M———
Private Advisor Group, LLC
N/A—22,525-22,525-100%$1.3M———
Envestnet Portfolio Solutions, Inc.
N/A—21,347-21,347-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—21,155-21,155-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—21,139-21,139-100%$1.2M———
Cary Street Partners Financial LLC
N/A—20,799-20,799-100%$1.2M———
HighTower Advisors, LLC
N/A—20,576-20,576-100%$1.2M———
L & S Advisors Inc
N/A—20,232-20,232-100%$1.2M———
Envestnet Asset Management Inc
N/A—18,605-18,605-100%$1.1M———
Western Wealth Management, LLC
N/A—18,461-18,461-100%$1.1M———
MAI Capital Management
N/A—18,300-18,300-100%$1.1M———
SCS Capital Management LLC
N/A—17,721-17,721-100%$1.0M———
Susquehanna International Group, LLP
N/A—17,655-17,655-100%$1.0M———
Flow Traders U.S. LLC
N/A—16,334-16,334-100%$958.0K———
SVB Wealth LLC
N/A—15,915-15,915-100%$933.2K———
Harbour Investments, Inc.
N/A—15,701-15,701-100%$920.7K———
Federation des caisses Desjardins du Quebec
N/A—13,619-13,619-100%$798.6K———
Regal Investment Advisors LLC
N/A—12,741-12,741-100%$747.1K———
Arkadios Wealth Advisors
N/A—11,835-11,835-100%$694.0K———
Addison Advisors LLC
N/A—11,085-11,085-100%$650.0K———
Ameritas Advisory Services, LLC
N/A—10,994-10,994-100%$644.7K———
Composition Wealth, LLC
N/A—10,583-10,583-100%$620.6K———
Jane Street Group, LLC
N/A—9,195-9,195-100%$539.2K———
O'shaughnessy Asset Management, LLC
N/A—8,561-8,561-100%$502.0K———
Alesco Advisors, LLC, An ESL Co
N/A—8,035-8,035-100%$471.2K———
Janney Montgomery Scott LLC
N/A—7,952-7,952-100%$466.0K———
GTS Securities LLC
N/A—7,673-7,673-100%$449.9K———
OneDigital Investment Advisors LLC
N/A—7,375-7,375-100%$432.5K———
Chilton Investment Co Inc.
N/A—7,063-7,063-100%$414.2K———
BFC Planning, Inc.
N/A—6,427-6,427-100%$376.9K———
RWA Wealth Partners, LLC
N/A—6,393-6,393-100%$374.9K———
American Trust
N/A—6,067-6,067-100%$355.8K———
Equitable Holdings, Inc.
N/A—5,768-5,768-100%$338.2K———
Advisory Services Network, LLC
N/A—5,340-5,340-100%$313.1K———
Global Retirement Partners, LLC
N/A—5,030-5,030-100%$295.0K———
Goodwin Investment Advisory
N/A—4,985-4,985-100%$292.3K———
Campbell Deegan Wealth Management, LLC
N/A—4,721-4,721-100%$276.9K———
FMR LLC
N/A—4,587-4,587-100%$269.0K———
MML Investors Services, LLC
N/A—4,456-4,456-100%$261.3K———
Wealthspire Advisors, LLC
N/A—4,308-4,308-100%$252.6K———
Berger Financial Group, Inc
N/A—4,278-4,278-100%$250.9K———
Rialto Wealth Management, LLC
N/A—4,265-4,265-100%$250.1K———
Summit Wealth & Retirement Planning, Inc.
N/A—4,183-4,183-100%$245.3K———
Hopwood Nicholas Hunter
N/A—4,117-4,117-100%$241.4K———
Advyzon Investment Management, LLC
N/A—4,076-4,076-100%$239.0K———
Great Valley Advisor Group, Inc.
N/A—3,800-3,800-100%$222.8K———
Kintra Wealth, LLC
N/A—3,581-3,581-100%$217.1K———
Zacks Investment Management
N/A—3,481-3,481-100%$204.2K———
Geneos Wealth Management Inc.
N/A—3,286-3,286-100%$192.7K———
Fifth Third Bancorp
N/A—2,786-2,786-100%$163.4K———
Cary Street Partners Investment Advisory LLC
N/A—2,621-2,621-100%$153.7K———
Lavaca Capital LLC
N/A—2,494-2,494-100%$146.2K———
Caitlin John, LLC
N/A—2,000-2,000-100%$117.3K———
Capital Analysts, LLC
N/A—1,896-1,896-100%$111.0K———
Tower Research Capital LLC (TRC)
N/A—1,800-1,800-100%$105.6K———
Park Place Capital Corp
N/A—1,180-1,180-100%$69.2K———
Qube Research & Technologies Ltd
N/A—1,026-1,026-100%$60.2K———
AE Wealth Management LLC
N/A—896-896-100%$52.5K———
Oakmont Advisory Group, LLC
N/A—833-833-100%$48.9K———
Whittier Trust Co of Nevada Inc
N/A—749-749-100%$43.2K———
Aptus Capital Advisors, LLC
N/A—579-579-100%$34.0K———
Ancora Advisors LLCA
N/A—529-529-100%$31.0K———
UBS Group AG
N/A—301-301-100%$17.7K———
Rothschild Investment LLC
N/A—217-217-100%$12.7K———
Greykasell Wealth Strategies, Inc.
N/A—98-98-100%$5.7K———
Russell Investments Group, Ltd.
N/A—10-10-100%$586———
Showing 184 of 184 institutions