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JPMorgan Active Bond ETF (JBND)

CUSIP: 46654Q716 | NYSE | 426 institutional holders

Quarters

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

Commonwealth Equity Services, LLC1,495,588
0.1% of portfolio›$76.5M
Baldwin Wealth Partners LLC1,486,872
5.0% of portfolio›$76.0M
Northwest Financial Advisors1,319,025
9.1% of portfolio›$67.4M
StoneX Group Inc.1,086,968
2.0% of portfolio›$55.6M
Diversified Portfolios, Inc.1,021,147
3.6% of portfolio›$52.2M
Peterson Wealth Advisors, LLC993,000
5.9% of portfolio›$50.8M
LVZ, Inc.964,705
5.1% of portfolio›$49.3M
Larson Financial Group LLC937,881
1.2% of portfolio›$47.9M
Cambridge Investment Research Advisors, Inc.900,386
0.0% of portfolio›$46.0K
Arlington Financial Advisors, LLC731,523
4.7% of portfolio›$37.4M
Intrua Financial, LLC719,176
3.4% of portfolio›$36.8M
Lifelong Wealth Advisors, Inc.715,299
8.5% of portfolio›$36.6M
Essex LLC670,529
5.2% of portfolio›$34.3M
TBH Global Asset Management, LLC647,016
6.4% of portfolio›$36.3M
Concurrent Investment Advisors, LLC619,173
0.2% of portfolio›$31.7M
Spire Wealth Management618,062
1.0% of portfolio›$31.6M
CGC Financial Services, LLC572,158
6.5% of portfolio›$29.2M
D.A. Davidson & Co.557,219
0.2% of portfolio›$28.5M
OpenArc Corporate Advisory, LLC549,751
0.3% of portfolio›$28.1M
Wealth Enhancement Advisory Services, LLC529,145
0.0% of portfolio›$27.1M
Means Investment Co., Inc.500,336
1.9% of portfolio›$25.6M
Juno Financial Group LLC464,209
8.3% of portfolio›$23.7M
AdvisorNet Financial, Inc404,947
0.9% of portfolio›$20.7M
Royal Harbor Partners, LLC370,778
5.8% of portfolio›$19.0M
Choice Wealth Advisors LLC357,005
6.3% of portfolio›$18.3M
Smithbridge Asset Management Inc354,859
2.4% of portfolio›$18.1M
Sagespring Wealth Partners, LLC354,350
0.3% of portfolio›$18.1M
Kestra Private Wealth Services, LLC333,406
0.2% of portfolio›$17.0M
Clear Trail Advisors, LLC305,707
2.4% of portfolio›$15.6M
Echo Wealth Management, LLC298,647
7.5% of portfolio›$15.3M
Cobblestone Asset Management LLC292,018
6.0% of portfolio›$14.9M
CGN Advisors LLC291,752
1.2% of portfolio›$14.9M
Riversedge Advisors, LLC290,625
1.8% of portfolio›$14.9M
Capital Advisors Wealth Management, LLC281,859
1.6% of portfolio›$14.4M
Independence Asset Advisors, LLC279,948
3.4% of portfolio›$14.3M
WBH Advisory Inc273,610
0.9% of portfolio›$14.0M
Legacy Wealth Management, LLC263,119
0.7% of portfolio›$13.5M
Park Avenue Securities LLC250,535
0.0% of portfolio›$12.8K
Farther Finance Advisors, LLC216,982
0.1% of portfolio›$11.1M
Simplicity Wealth,LLC206,200
0.3% of portfolio›$10.5M
AGH Wealth Advisors, LLC189,103
5.6% of portfolio›$9.7M
Prospera Financial Services Inc184,485
0.1% of portfolio›$9.6M
Financial Planning Navigators Corp181,162
3.4% of portfolio›$9.3M
Victory Financial Group, LLC169,881
0.8% of portfolio›$8.7M
IFP Advisors, Inc158,491
0.1% of portfolio›$8.1M
Guided Capital Wealth Management, LLC156,546
4.6% of portfolio›$8.0M
Kelly Financial Group LLC154,625
1.8% of portfolio›$7.9M
Kestra Advisory Services, LLC149,058
0.0% of portfolio›$7.6M
Centurion Wealth Management LLC148,948
1.8% of portfolio›$7.6M
MGO One Seven LLC148,278
0.1% of portfolio›$7.6M
Daymark Wealth Partners, LLC141,484
0.2% of portfolio›$7.2M
Insight Wealth Partners, LLC140,784
0.9% of portfolio›$7.2M
Tenet Wealth Partners, LLC136,415
4.9% of portfolio›$7.0M
First Pacific Financial135,732
0.7% of portfolio›$6.9M
Cooper Financial Group124,516
0.5% of portfolio›$6.4M
Bank of New Hampshire121,663
1.3% of portfolio›$6.2M
Entrust Financial LLC116,429
2.9% of portfolio›$6.0M
Visionary Wealth Advisors115,545
0.2% of portfolio›$5.9M
Sovran Advisors, LLC113,371
0.4% of portfolio›$5.9M
ERn Financial, LLC112,801
0.9% of portfolio›$5.8M
Mattern Capital Management, LLC106,289
0.6% of portfolio›$5.4M
Cedar Mountain Advisors, LLC103,018
0.9% of portfolio›$5.3M
Flynn Zito Capital Management, LLC97,650
1.3% of portfolio›$5.0M
Wespac Advisors, LLC93,519
2.4% of portfolio›$4.8M
MLG Wealth Management DBA Pine Grove Financial Group92,923
0.5% of portfolio›$4.8M
Parallel Advisors, LLC88,029
0.1% of portfolio›$4.5M
Fiduciary Alliance LLC86,813
0.3% of portfolio›$4.4M
New Capital Management LP85,184
1.0% of portfolio›$4.4M
Avondale Wealth Management83,710
1.9% of portfolio›$4.3M
Clear Wave Wealth Management LLC82,309
0.7% of portfolio›$4.2M
Gallacher Capital Management LLC78,235
3.3% of portfolio›$4.0M
OmniStar Financial Group, Inc.75,650
1.7% of portfolio›$3.9M
Robertson Stephens Wealth Management, LLC73,966
0.1% of portfolio›$3.8M
Ashton Thomas Private Wealth, LLC73,666
0.1% of portfolio›$3.8M
Sigma Planning Corp73,022
0.1% of portfolio›$3.7M
Capital Investment Advisory Services, LLC68,401
0.2% of portfolio›$3.5M
Moneco Advisors, LLC67,534
0.2% of portfolio›$3.5M
Boyer Financial Services, Inc.64,064
2.6% of portfolio›$3.3M
Foster Victor Wealth Advisors, LLC62,052
0.2% of portfolio›$3.2M
Prime Capital Investment Advisors, LLC61,938
0.0% of portfolio›$3.2M
MassMutual Private Wealth & Trust, FSB61,297
0.1% of portfolio›$3.1M
GGM Financial LLC58,874
1.0% of portfolio›$3.0M
Sherman Wealth Management LLC58,210
2.1% of portfolio›$3.0M
Acropolis Investment Management, LLC55,004
0.1% of portfolio›$2.8M
Mcdonald Partners LLC54,838
0.7% of portfolio›$2.8M
Silverlake Wealth Management LLC54,048
0.5% of portfolio›$2.8M
Ascent Group, LLC53,790
0.1% of portfolio›$2.7M
Perigon Wealth Management, LLC53,349
0.0% of portfolio›$2.7M
Cabot Wealth Management Inc51,268
0.3% of portfolio›$2.6M
Archer Investment Corp49,562
0.5% of portfolio›$2.5M
Innealta Capital, LLC45,095
1.3% of portfolio›$2.3M
Lockerman Financial Group, Inc.43,446
3.2% of portfolio›$2.2M
Encompass Wealth Advisors, LLC42,788
0.3% of portfolio›$2.2M
Sound Stewardship, LLC41,284
0.9% of portfolio›$2.1M
Midwest Financial Network, LLC41,090
1.4% of portfolio›$2.1M
Assetmark, Inc40,509
0.0% of portfolio›$2.1M
Atria Investments, Inc38,882
0.0% of portfolio›$2.0M
USAdvisors Wealth Management, LLC38,452
0.0% of portfolio›$2.0K
Truist Financial Corp38,298
0.0% of portfolio›$2.0M
Vise Technologies, Inc.37,967
0.0% of portfolio›$1.9M
TD Waterhouse Canada Inc.34,987
0.0% of portfolio›$1.8M
Ascentis Independent Advisors34,621
0.1% of portfolio›$1.8M
Fifth Third Securities, Inc.34,427
0.1% of portfolio›$1.8M
Purus Wealth Management, LLC31,952
0.4% of portfolio›$1.6M
Madison Park Capital Advisors, LLC31,880
1.0% of portfolio›$1.6M
Ignite Planners, LLC31,821
0.2% of portfolio›$1.6M
TrueWealth Advisors, LLC30,553
0.4% of portfolio›$1.6M
Accelerate Investment Advisors LLC30,057
0.9% of portfolio›$1.5M
Nations Financial Group Inc,29,760
0.1% of portfolio›$1.5M
Farrell Financial LLC29,297
0.8% of portfolio›$1.5M
Thrivent Financial for Lutherans29,177
0.0% of portfolio›$1.5M
Herold Advisors, Inc.28,740
0.3% of portfolio›$1.5M
Heritage Wealth Management, Inc.28,588
0.4% of portfolio›$1.5M
Sterling Investment Advisors, Ltd.26,010
0.2% of portfolio›$1.3M
Avaii Wealth Management, LLC25,373
0.4% of portfolio›$1.3M
Optima Capital LLC24,786
0.5% of portfolio›$1.3M
Lake Street Private Wealth, LLC23,130
0.1% of portfolio›$1.2M
Sheets Smith Wealth Management23,037
0.1% of portfolio›$1.2M
Elevation Wealth Management LLC22,038
0.8% of portfolio›$1.1M
Asset One Wealth Management LLC21,896
0.1% of portfolio›$1.1M
Pinnacle Associates LTD21,257
0.0% of portfolio›$1.1M
Private Trust Co NA20,752
0.1% of portfolio›$1.1M
Unique Wealth, LLC20,517
0.1% of portfolio›$1.0M
Silver Grove Financial Group, Inc.19,876
0.5% of portfolio›$1.0M
J.W. Cole Advisors, Inc.19,351
0.0% of portfolio›$989.2K
Redw Wealth LLC18,270
0.3% of portfolio›$934.0K
Bank of New York Mellon Corp18,210
0.0% of portfolio›$930.9K
Pinnacle Wealth Management Advisory Group, LLC18,139
0.1% of portfolio›$927.3K
Hicks Capital Management LLC16,960
0.7% of portfolio›$907.4K
Total Clarity Wealth Management, Inc.16,032
0.2% of portfolio›$819.6K
Galvin, Gaustad & Stein, LLC15,775
0.1% of portfolio›$806.4K
KWB Wealth14,684
0.1% of portfolio›$750.7K
Emergent Wealth Advisors, LLC14,639
0.4% of portfolio›$748.3K
Aegis Wealth Management, Inc.14,276
0.4% of portfolio›$729.8K
RFG Advisory, LLC13,922
0.0% of portfolio›$711.7K
Sanchez Gaunt Capital Management, LLC13,250
0.4% of portfolio›$677.3K
Independent Financial Group, LLC12,537
0.0% of portfolio›$640.9K
Ballast Rock Private Wealth LLC12,307
0.3% of portfolio›$629.1K
Triad Wealth Partners, LLC11,620
0.0% of portfolio›$594.0K
Jacobi Capital Management LLC10,993
0.0% of portfolio›$562.0K
Chapin Davis, Inc.10,915
0.1% of portfolio›$558.0K
Firethorn Wealth Partners, LLC10,701
0.2% of portfolio›$547.0K
Weaver Consulting Group10,165
0.1% of portfolio›$519.6K
BAM Wealth Management, LLC9,575
0.3% of portfolio›$489.5K
Beaumont Financial Advisors, LLC8,922
0.0% of portfolio›$456.1K
Fortitude Financial, LLC8,629
0.2% of portfolio›$441.1K
Axxcess Wealth Management, LLC8,616
0.0% of portfolio›$440.4K
Sutton Place Investors LLC7,874
0.2% of portfolio›$402.5K
Dynamic Advisor Solutions LLC7,755
0.0% of portfolio›$396.4K
Enclave Advisors LLC7,643
0.0% of portfolio›$390.7K
CRA Financial Services, LLC7,430
0.0% of portfolio›$379.8K
Uptick Partners, LLC7,374
0.1% of portfolio›$376.9K
Taylor & Morgan Wealth Management, LLC7,121
0.2% of portfolio›$364.0K
XY Planning Network, Inc.7,075
0.0% of portfolio›$361.7K
J. L. Bainbridge & Co., Inc.6,980
0.0% of portfolio›$356.8K
Parsons Capital Management Inc6,206
0.0% of portfolio›$317.3K
Cambridge Advisors Inc.6,042
0.1% of portfolio›$308.9K
Semus Wealth Partners LLC5,956
0.1% of portfolio›$304.5K
Newman Dignan & Sheerar, Inc.5,925
0.1% of portfolio›$302.9K
Fifth Third Bancorp5,676
0.0% of portfolio›$290.2K
Saxony Capital Management, LLC5,525
0.1% of portfolio›$282.4K
Bond & Devick Financial Network, Inc.5,457
0.1% of portfolio›$279.0K
MN Wealth Advisors, LLC5,430
0.1% of portfolio›$277.6K
Plan Group Financial, LLC5,206
0.1% of portfolio›$267.8K
Quadrant Private Wealth Management, LLC4,900
0.0% of portfolio›$250.5K
Petros Family Wealth, LLC4,887
0.1% of portfolio›$249.8K
Partners Wealth Management, LLC4,472
0.0% of portfolio›$228.6K
Closed-End Fund Advisors, Inc.3,940
0.2% of portfolio›$201.4K
Cherry Tree Wealth Management, LLC1,971
0.0% of portfolio›$100.8K
JFS Wealth Advisors, LLC1,835
0.0% of portfolio›$93.8K
Portfolio Resources Advisor Group, Inc.1,541
0.1% of portfolio›$78.8K
Cordgrass Capital Advisors, LLC1,536
0.0% of portfolio›$78.5K
Latitude Advisors, LLC1,500
0.0% of portfolio›$76.7K
Balentine LLC1,436
0.0% of portfolio›$73.4K
Key Capital Management, Inc1,141
0.0% of portfolio›$58.3K
Putney Financial Group LLC1,025
0.0% of portfolio›$52.4K
Central Trust Co1,008
0.0% of portfolio›$51.5K
Allspring Global Investments Holdings, LLC448
0.0% of portfolio›$22.8K
Birchbrook, Inc.295
0.0% of portfolio›$15.1K
Nova Financial LLC222
0.0% of portfolio›$11.3K
Blue Trust, Inc.206
0.0% of portfolio›$10.5K
William B. Walkup & Associates, Inc.201
0.0% of portfolio›$10.3K
US Bancorp \de\155
0.0% of portfolio›$7.9K
Richardson Financial Services Inc.151
0.0% of portfolio›$7.7K
MidAtlantic Capital Management, Inc.47
0.0% of portfolio›$2.4K
Triumph Capital Management10
0.0% of portfolio›$511
Blueline Advisors LLC8
0.0% of portfolio›$387
Cape Investment Advisory, Inc.0
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,495,588$76.5M0.1%ETFLowWaltham, MA2026-11-02
Baldwin Wealth Partners LLC
1,486,872$76.0M5.0%GrowthLowMarion, MA2026-10-13
Northwest Financial Advisors
1,319,025$67.4M9.1%ETFLowHerndon, VA2026-10-27
StoneX Group Inc.
1,086,968$55.6M2.0%ETFMediumNew York, NY2026-11-03
Diversified Portfolios, Inc.
1,021,147$52.2M3.6%ETFLowBloomfield Hills, MI2026-11-04
Peterson Wealth Advisors, LLC
993,000$50.8M5.9%ETFLowOrem, UT2026-10-08
LVZ, Inc.
964,705$49.3M5.1%ETFLowHolland, MI2026-10-20
Larson Financial Group LLC
937,881$47.9M1.2%GrowthLowSt Louis, MO2026-11-05
Cambridge Investment Research Advisors, Inc.
900,386$46.0K0.0%ETFLowFairfield, IA2026-11-02
Arlington Financial Advisors, LLC
731,523$37.4M4.7%ETFMediumSanta Barbara, CA2026-10-19
Intrua Financial, LLC
719,176$36.8M3.4%ETFMediumHouston, TX2026-10-28
Lifelong Wealth Advisors, Inc.
715,299$36.6M8.5%ETFLowArden Hills, MN2026-10-19
Essex LLC
670,529$34.3M5.2%ETFLowDeer Park, IL2026-10-14
TBH Global Asset Management, LLC
647,016$36.3M6.4%CoreHighBrentwood, TN2026-11-03
Concurrent Investment Advisors, LLC
619,173$31.7M0.2%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
618,062$31.6M1.0%GrowthMediumMclean, VA2026-10-30
CGC Financial Services, LLC
572,158$29.2M6.5%ETFLowLake Oswego, OR2026-10-13
D.A. Davidson & Co.
557,219$28.5M0.2%CoreLowGreat Falls, MT2026-10-28
OpenArc Corporate Advisory, LLC
549,751$28.1M0.3%GrowthLowAtlanta, GA2026-10-21
Wealth Enhancement Advisory Services, LLC
529,145$27.1M0.0%CoreLowPlymouth, MN2026-10-13
Means Investment Co., Inc.
500,336$25.6M1.9%GrowthVery LowBangor, ME2026-11-03
Juno Financial Group LLC
464,209$23.7M8.3%ETFMediumRichmond, VA2026-10-27
AdvisorNet Financial, Inc
404,947$20.7M0.9%ETFLowMinnetonka, MN2026-10-15
Royal Harbor Partners, LLC
370,778$19.0M5.8%ETFMediumHouston, TX2026-10-29
Choice Wealth Advisors LLC
357,005$18.3M6.3%ETFMediumWaterville, ME2026-10-16
Smithbridge Asset Management Inc
354,859$18.1M2.4%GrowthLowChadds Ford, PA2026-10-19
Sagespring Wealth Partners, LLC
354,350$18.1M0.3%ETFLowFranklin, TN2026-10-22
Kestra Private Wealth Services, LLC
333,406$17.0M0.2%GrowthLowAustin, TX2026-10-30
Clear Trail Advisors, LLC
305,707$15.6M2.4%CoreLowHouston, TX2026-10-20
Echo Wealth Management, LLC
298,647$15.3M7.5%ETFLowPlymouth, MN2026-10-15
Cobblestone Asset Management LLC
292,018$14.9M6.0%ETFMediumRichmond, VA2026-10-13
CGN Advisors LLC
291,752$14.9M1.2%ETFLowManhattan, KS2026-10-21
Riversedge Advisors, LLC
290,625$14.9M1.8%ETFMediumWilmington, DE2026-10-09
Capital Advisors Wealth Management, LLC
281,859$14.4M1.6%ETFLowYakima, WA2026-10-09
Independence Asset Advisors, LLC
279,948$14.3M3.4%ETFVery LowWynnewood,, PA2026-10-23
WBH Advisory Inc
273,610$14.0M0.9%ETFLowBaltimore, MD2026-11-05
Legacy Wealth Management, LLC
263,119$13.5M0.7%ETFLowMemphis, TN2026-10-22
Park Avenue Securities LLC
250,535$12.8K0.0%ETFMediumNew York, NY2026-10-26
Farther Finance Advisors, LLC
216,982$11.1M0.1%IndexLowSan Francisco, CA2026-10-08
Simplicity Wealth,LLC
206,200$10.5M0.3%ETFLowSummit, NJ2026-10-23
AGH Wealth Advisors, LLC
189,103$9.7M5.6%GrowthLowWichita, KS2026-10-26
Prospera Financial Services Inc
184,485$9.6M0.1%CoreMediumDallas, TX2026-11-04
Financial Planning Navigators Corp
181,162$9.3M3.4%ETFMediumMaple Grove, MN2026-10-14
Victory Financial Group, LLC
169,881$8.7M0.8%ETFLowAustin, TX2026-10-27
IFP Advisors, Inc
158,491$8.1M0.1%GrowthLowTampa, FL2026-10-16
Guided Capital Wealth Management, LLC
156,546$8.0M4.6%ETFMediumHouston, TX2026-10-21
Kelly Financial Group LLC
154,625$7.9M1.8%ETFLowWethersfield, CT2026-10-16
Kestra Advisory Services, LLC
149,058$7.6M0.0%CoreLowAustin, TX2026-11-02
Centurion Wealth Management LLC
148,948$7.6M1.8%ETFMediumMclean, VA2026-10-13
MGO One Seven LLC
148,278$7.6M0.1%GrowthLowBeachwood, OH2026-10-28
Daymark Wealth Partners, LLC
141,484$7.2M0.2%CoreLowCincinnati, OH2026-11-04
Insight Wealth Partners, LLC
140,784$7.2M0.9%ETFLowPlano, TX2026-10-26
Tenet Wealth Partners, LLC
136,415$7.0M4.9%ETFN/AChampaign, IL2026-10-19
First Pacific Financial
135,732$6.9M0.7%ETFLowVancouver, WA2026-10-14
Cooper Financial Group
124,516$6.4M0.5%GrowthMediumIrvine, CA2026-10-07
Bank of New Hampshire
121,663$6.2M1.3%CoreLowLaconia, NH2026-10-06
Entrust Financial LLC
116,429$6.0M2.9%ETFLowWayne, PA2026-11-04
Visionary Wealth Advisors
115,545$5.9M0.2%ETFLowO'Fallon, IL2026-11-04
Sovran Advisors, LLC
113,371$5.9M0.4%ETFMediumSan Diego, CA2026-11-02
ERn Financial, LLC
112,801$5.8M0.9%ETFVery LowMiddleton, WI2026-10-28
Mattern Capital Management, LLC
106,289$5.4M0.6%CoreMediumLakewood, CO2026-11-02
Cedar Mountain Advisors, LLC
103,018$5.3M0.9%ETFVery LowLake Oswego, OR2026-10-15
Flynn Zito Capital Management, LLC
97,650$5.0M1.3%ETFLowGarden City, NY2026-11-04
Wespac Advisors, LLC
93,519$4.8M2.4%ETFHighOrinda, CA2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
92,923$4.8M0.5%ETFMediumWoodbury, MN2026-10-13
Parallel Advisors, LLC
88,029$4.5M0.1%IndexLowSan Francisco, CA2026-11-03
Fiduciary Alliance LLC
86,813$4.4M0.3%CoreMediumGreenville, SC2026-10-13
New Capital Management LP
85,184$4.4M1.0%ETFVery LowHouston, TX2026-10-29
Avondale Wealth Management
83,710$4.3M1.9%ETFLowWest Lake Hills, TX2026-10-15
Clear Wave Wealth Management LLC
82,309$4.2M0.7%ETFN/ARed Bank, NJ2026-11-04
Gallacher Capital Management LLC
78,235$4.0M3.3%ValueMediumLone Tree, CO2026-10-30
OmniStar Financial Group, Inc.
75,650$3.9M1.7%ValueHighWilmington, NC2026-10-26
Robertson Stephens Wealth Management, LLC
73,966$3.8M0.1%ETFMediumSan Francisco, CA2026-10-16
Ashton Thomas Private Wealth, LLC
73,666$3.8M0.1%CoreMediumScottsdale, AZ2026-11-03
Sigma Planning Corp
73,022$3.7M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Capital Investment Advisory Services, LLC
68,401$3.5M0.2%CoreMediumRaleigh, NC2026-10-30
Moneco Advisors, LLC
67,534$3.5M0.2%ETFLowFairfield, CT2026-11-05
Boyer Financial Services, Inc.
64,064$3.3M2.6%ETFLowNewport Beach, CA2026-10-23
Foster Victor Wealth Advisors, LLC
62,052$3.2M0.2%CoreMediumGreenville, SC2026-10-21
Prime Capital Investment Advisors, LLC
61,938$3.2M0.0%ETFLowOverland Park, KS2026-10-20
MassMutual Private Wealth & Trust, FSB
61,297$3.1M0.1%CoreLowSpringfield, MA2026-10-05
GGM Financial LLC
58,874$3.0M1.0%ETFMediumColumbus, OH2026-11-05
Sherman Wealth Management LLC
58,210$3.0M2.1%ETFLowGaithersburg, MD2026-10-16
Acropolis Investment Management, LLC
55,004$2.8M0.1%ETFLowSt. Louis, MO2026-10-08
Mcdonald Partners LLC
54,838$2.8M0.7%CoreLowCleveland, OH2026-11-03
Silverlake Wealth Management LLC
54,048$2.8M0.5%ETFLowWilliston, VT2026-10-21
Ascent Group, LLC
53,790$2.7M0.1%CoreLowVirginia Beach, VA2026-10-30
Perigon Wealth Management, LLC
53,349$2.7M0.0%GrowthLowSan Francisco, CA2026-10-22
Cabot Wealth Management Inc
51,268$2.6M0.3%CoreMediumBeverly, MA2026-11-05
Archer Investment Corp
49,562$2.5M0.5%CoreMediumCarmel, IN2026-11-05
Innealta Capital, LLC
45,095$2.3M1.3%ETFMediumAustin, TX2026-11-02
Lockerman Financial Group, Inc.
43,446$2.2M3.2%ETFMediumNewport Beach, CA2026-10-19
Encompass Wealth Advisors, LLC
42,788$2.2M0.3%ETFVery LowPortland, OR2026-10-15
Sound Stewardship, LLC
41,284$2.1M0.9%ETFVery LowOverland Park, KS2026-10-14
Midwest Financial Network, LLC
41,090$2.1M1.4%ETFHighTinley Park, IL2026-10-13
Assetmark, Inc
40,509$2.1M0.0%ETFLowConcord, CA2026-10-21
Atria Investments, Inc
38,882$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
USAdvisors Wealth Management, LLC
38,452$2.0K0.0%ETFLowEden Prairie, MN2026-10-21
Truist Financial Corp
38,298$2.0M0.0%CoreLowCharlotte, NC2026-10-30
Vise Technologies, Inc.
37,967$1.9M0.0%IndexLowNew York, NY2026-10-29
TD Waterhouse Canada Inc.
34,987$1.8M0.0%CoreLowToronto, Australia2026-10-16
Ascentis Independent Advisors
34,621$1.8M0.1%ETFLowDallas, TX2026-11-03
Fifth Third Securities, Inc.
34,427$1.8M0.1%ETFLowCincinnati, OH2026-10-21
Purus Wealth Management, LLC
31,952$1.6M0.4%Agg GrowthVery LowNewport Beach, CA2026-10-15
Madison Park Capital Advisors, LLC
31,880$1.6M1.0%ETFMediumSeattle, WA2026-10-28
Ignite Planners, LLC
31,821$1.6M0.2%CoreLowSan Clemente, CA2026-10-14
TrueWealth Advisors, LLC
30,553$1.6M0.4%ETFMediumBirmingham, AL2026-10-09
Accelerate Investment Advisors LLC
30,057$1.5M0.9%ETFLowAliso Viejo, CA2026-11-02
Nations Financial Group Inc,
29,760$1.5M0.1%CoreLowCedar Rapids, IA2026-11-05
Farrell Financial LLC
29,297$1.5M0.8%ETFVery LowOrchard Park, NY2026-10-16
Thrivent Financial for Lutherans
29,177$1.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Herold Advisors, Inc.
28,740$1.5M0.3%CoreLowNew York, NY2026-10-19
Heritage Wealth Management, Inc.
28,588$1.5M0.4%CoreLowCincinnati, OH2026-10-28
Sterling Investment Advisors, Ltd.
26,010$1.3M0.2%GrowthLowBerwyn, PA2026-10-27
Avaii Wealth Management, LLC
25,373$1.3M0.4%ETFMediumAppleton, WI2026-10-09
Optima Capital LLC
24,786$1.3M0.5%ETFHighPortland, OR2026-10-29
Lake Street Private Wealth, LLC
23,130$1.2M0.1%GrowthLowChicago, IL2026-10-22
Sheets Smith Wealth Management
23,037$1.2M0.1%CoreLowWinston-Salem, NC2026-10-16
Elevation Wealth Management LLC
22,038$1.1M0.8%Agg GrowthLowEden Prairie, MN2026-11-02
Asset One Wealth Management LLC
21,896$1.1M0.1%GrowthLowBellevue, WA2026-11-02
Pinnacle Associates LTD
21,257$1.1M0.0%CoreLowNew York, NY2026-10-20
Private Trust Co NA
20,752$1.1M0.1%CoreLowCleveland, OH2026-10-20
Unique Wealth, LLC
20,517$1.0M0.1%ETFMediumTampa, FL2026-10-16
Silver Grove Financial Group, Inc.
19,876$1.0M0.5%CoreMediumOrchard Park, NY2026-11-05
J.W. Cole Advisors, Inc.
19,351$989.2K0.0%IndexLowTampa, FL2026-11-05
Redw Wealth LLC
18,270$934.0K0.3%ETFLowAlbuquerque, NM2026-11-02
Bank of New York Mellon Corp
18,210$930.9K0.0%CoreLowNew York, NY2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
18,139$927.3K0.1%GrowthLowRed Bank, NJ2026-10-23
Hicks Capital Management LLC
16,960$907.4K0.7%ETFVery LowColumbus, OH2026-10-20
Total Clarity Wealth Management, Inc.
16,032$819.6K0.2%ETFMediumSt. Charles, IL2026-10-26
Galvin, Gaustad & Stein, LLC
15,775$806.4K0.1%CoreMediumScottsdale, AZ2026-10-08
KWB Wealth
14,684$750.7K0.1%ETFMediumRedlands, CA2026-10-16
Emergent Wealth Advisors, LLC
14,639$748.3K0.4%ETFMediumWilliamsville, NY2026-10-09
Aegis Wealth Management, Inc.
14,276$729.8K0.4%ETFMediumGuthrie Center, IA2026-10-26
RFG Advisory, LLC
13,922$711.7K0.0%ETFMediumBirmingham, AL2026-11-03
Sanchez Gaunt Capital Management, LLC
13,250$677.3K0.4%ETFN/AReno, NV2026-11-03
Independent Financial Group, LLC
12,537$640.9K0.0%GrowthLowSan Diego, CA2026-10-13
Ballast Rock Private Wealth LLC
12,307$629.1K0.3%ETFMediumCharleston, SC2026-10-26
Triad Wealth Partners, LLC
11,620$594.0K0.0%ETFMediumLawrence, KS2026-10-26
Jacobi Capital Management LLC
10,993$562.0K0.0%CoreLowPittston, PA2026-11-05
Chapin Davis, Inc.
10,915$558.0K0.1%GrowthHighBaltimore, MD2026-10-09
Firethorn Wealth Partners, LLC
10,701$547.0K0.2%ETFLowAugusta, GA2026-10-14
Weaver Consulting Group
10,165$519.6K0.1%ETFLowHuntington Beach, CA2026-10-07
BAM Wealth Management, LLC
9,575$489.5K0.3%ETFHighLakewood, CO2026-10-15
Beaumont Financial Advisors, LLC
8,922$456.1K0.0%GrowthMediumNeedham, MA2026-10-22
Fortitude Financial, LLC
8,629$441.1K0.2%ETFHighSpokane, WA2026-10-19
Axxcess Wealth Management, LLC
8,616$440.4K0.0%CoreLowCarlsbad, CA2026-10-21
Sutton Place Investors LLC
7,874$402.5K0.2%ETFLowArmonk, NY2026-10-20
Dynamic Advisor Solutions LLC
7,755$396.4K0.0%ETFLowPhoenix, AZ2026-10-13
Enclave Advisors LLC
7,643$390.7K0.0%ETFMediumAustin, TX2026-10-14
CRA Financial Services, LLC
7,430$379.8K0.0%ETFVery LowNorthfield, NJ2026-10-16
Uptick Partners, LLC
7,374$376.9K0.1%ETFLowNacogdoches, TX2026-11-04
Taylor & Morgan Wealth Management, LLC
7,121$364.0K0.2%ETFVery LowTroy, MI2026-10-09
XY Planning Network, Inc.
7,075$361.7K0.0%ETFLowBozeman, MT2026-10-14
J. L. Bainbridge & Co., Inc.
6,980$356.8K0.0%GrowthLowSarasota, FL2026-10-20
Parsons Capital Management Inc
6,206$317.3K0.0%CoreLowProvidence, RI2026-10-28
Cambridge Advisors Inc.
6,042$308.9K0.1%ETFVery LowOmaha, NE2026-10-19
Semus Wealth Partners LLC
5,956$304.5K0.1%GrowthLowBoca Raton, FL2026-10-22
Newman Dignan & Sheerar, Inc.
5,925$302.9K0.1%ETFLowProvidence, RI2026-10-21
Fifth Third Bancorp
5,676$290.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Saxony Capital Management, LLC
5,525$282.4K0.1%ETFMediumSt. Louis, MO2026-10-15
Bond & Devick Financial Network, Inc.
5,457$279.0K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
MN Wealth Advisors, LLC
5,430$277.6K0.1%ETFMediumOverland Park, KS2026-10-23
Plan Group Financial, LLC
5,206$267.8K0.1%ETFMediumOklahoma City, OK2026-10-22
Quadrant Private Wealth Management, LLC
4,900$250.5K0.0%GrowthLowCenter Valley, PA2026-11-04
Petros Family Wealth, LLC
4,887$249.8K0.1%GrowthMediumBloomington, MN2026-10-28
Partners Wealth Management, LLC
4,472$228.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Closed-End Fund Advisors, Inc.
3,940$201.4K0.2%YieldMediumRichmond, VA2026-11-04
Cherry Tree Wealth Management, LLC
1,971$100.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
JFS Wealth Advisors, LLC
1,835$93.8K0.0%ETFVery LowHermitage, PA2026-11-03
Portfolio Resources Advisor Group, Inc.
1,541$78.8K0.1%ETFMediumCoral Gables, FL2026-10-20
Cordgrass Capital Advisors, LLC
1,536$78.5K0.0%CoreLowRaleigh, NC2026-10-30
Latitude Advisors, LLC
1,500$76.7K0.0%ETFLowYorkville, IL2026-10-27
Balentine LLC
1,436$73.4K0.0%ETFLowAtlanta, GA2026-11-03
Key Capital Management, Inc
1,141$58.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Putney Financial Group LLC
1,025$52.4K0.0%GrowthLowSan Rafael, CA2026-10-30
Central Trust Co
1,008$51.5K0.0%CoreLowJefferson City, MO2026-11-05
Allspring Global Investments Holdings, LLC
448$22.8K0.0%CoreMediumCharlotte, NC2026-11-04
Birchbrook, Inc.
295$15.1K0.0%ETFLowBangor, ME2026-10-14
Nova Financial LLC
222$11.3K0.0%N/AN/ATucson, AZ2026-11-04
Blue Trust, Inc.
206$10.5K0.0%ETFLowBrentwood, TN2026-10-15
William B. Walkup & Associates, Inc.
201$10.3K0.0%ValueLowColumbia, SC2026-11-05
US Bancorp \de\
155$7.9K0.0%IndexLowMinneapolis, MN2026-11-05
Richardson Financial Services Inc.
151$7.7K0.0%GrowthMediumMedway, MA2026-10-30
MidAtlantic Capital Management, Inc.
47$2.4K0.0%ETFVery LowRichmond, VA2026-11-05
Triumph Capital Management
10$5110.0%ETFMediumDenver, CO2026-10-14
Blueline Advisors LLC
8$3870.0%ETFLowExeter, NH2026-10-15
Cape Investment Advisory, Inc.
0$60.0%ETFLowMcdonough, GA2026-10-13