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Jpmrgn Nsdq Eqty PRM YLD ETF (ROCQ)

CUSIP: 46654Q492 | NYSE | 34 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC139,776
0.0% of portfolio›$7.9M
HighTower Advisors, LLC137,550
0.0% of portfolio›$7.8M
PMG Family Office LLC25,284
1.3% of portfolio›$1.4M
NBZ Investment Advisors LLC22,741
0.5% of portfolio›$1.3M
Daymark Wealth Partners, LLC11,335
0.0% of portfolio›$641.3K
Dynamic Advisor Solutions LLC10,000
0.0% of portfolio›$565.8K
Semus Wealth Partners LLC8,212
0.2% of portfolio›$464.6K
Great Valley Advisor Group, Inc.6,846
0.0% of portfolio›$387.3K
Ulland Investment Advisors, LLC5,625
0.0% of portfolio›$318.0K
Maia Wealth LLC4,642
0.0% of portfolio›$262.6K
Larson Financial Group LLC3,778
0.0% of portfolio›$213.8K
Curtis Advisory Group, LLC3,662
0.0% of portfolio›$207.2K
EPG Wealth Management LLC3,000
0.0% of portfolio›$169.7K
Farther Finance Advisors, LLC1,600
0.0% of portfolio›$90.5K
High Note Wealth, LLC100
0.0% of portfolio›$5.7K
StyleTurnoverLocationFiled
LPL Financial LLC
139,776$7.9M0.0%IndexVery LowFort Mill, SC2026-11-06
HighTower Advisors, LLC
137,550$7.8M0.0%IndexLowChicago, IL2026-11-10
PMG Family Office LLC
25,284$1.4M1.3%YieldVery LowPlano, TX2026-10-19
NBZ Investment Advisors LLC
22,741$1.3M0.5%ETFLowKnoxville, TN2026-10-30
Daymark Wealth Partners, LLC
11,335$641.3K0.0%CoreLowCincinnati, OH2026-11-04
Dynamic Advisor Solutions LLC
10,000$565.8K0.0%ETFLowPhoenix, AZ2026-10-13
Semus Wealth Partners LLC
8,212$464.6K0.2%GrowthLowBoca Raton, FL2026-10-22
Great Valley Advisor Group, Inc.
6,846$387.3K0.0%ETFLowWilmington, DE2026-11-09
Ulland Investment Advisors, LLC
5,625$318.0K0.0%CoreVery LowMinneapolis, MN2026-10-13
Maia Wealth LLC
4,642$262.6K0.0%ETFMediumDenver, CO2026-10-19
Larson Financial Group LLC
3,778$213.8K0.0%GrowthLowSt Louis, MO2026-11-05
Curtis Advisory Group, LLC
3,662$207.2K0.0%ETFLowSanta Barbara, CA2026-10-28
EPG Wealth Management LLC
3,000$169.7K0.0%GrowthLowAtlanta, GA2026-11-03
Farther Finance Advisors, LLC
1,600$90.5K0.0%IndexLowSan Francisco, CA2026-10-08
High Note Wealth, LLC
100$5.7K0.0%ETFVery LowDeephaven, MN2026-10-27