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JPMorgan Hedged Equity ETF (HELO)

CUSIP: 46654Q724 | NYSE | 557 institutional holders

Quarters

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

Forvis Mazars Wealth Advisors, LLC3,630,519
4.1% of portfolio›$251.1M
Bank of New York Mellon Corp2,292,222
0.0% of portfolio›$158.6M
Wealth Enhancement Advisory Services, LLC1,964,855
0.2% of portfolio›$137.1M
Peterson Wealth Advisors, LLC769,019
6.2% of portfolio›$53.2M
Commonwealth Equity Services, LLC729,895
0.1% of portfolio›$50.5M
CGC Financial Services, LLC664,677
10.2% of portfolio›$46.0M
Taylor Securities Services, Inc.487,149
13.5% of portfolio›$33.7M
Cambridge Investment Research Advisors, Inc.476,263
0.0% of portfolio›$32.9K
Pinnacle Associates LTD421,242
0.3% of portfolio›$29.1M
Assetmark, Inc385,811
0.0% of portfolio›$26.7M
Brookstone Capital Management371,547
0.3% of portfolio›$25.7M
Pinnacle Wealth Management Advisory Group, LLC335,100
1.4% of portfolio›$23.2M
Garrett Wealth Advisory Group, LLC316,008
3.3% of portfolio›$21.9M
Joseph Group Capital Management305,557
3.8% of portfolio›$21.1M
Apella Capital, LLC265,342
0.2% of portfolio›$18.5M
WealthPlan Investment Management, LLC228,935
0.8% of portfolio›$15.8M
Central Trust Co218,982
0.3% of portfolio›$15.1M
Signaturefd, LLC200,477
0.2% of portfolio›$13.9M
Allegheny Financial Group180,930
1.3% of portfolio›$12.5M
Patten & Patten Inc180,607
0.7% of portfolio›$12.5M
Daymark Wealth Partners, LLC175,123
0.3% of portfolio›$12.1M
Archford Capital Strategies, LLC172,275
1.2% of portfolio›$11.9M
Aire Advisors, LLC171,520
1.9% of portfolio›$11.9M
Avior Wealth Management, LLC168,265
0.3% of portfolio›$11.6M
Curtis Advisory Group, LLC158,235
2.0% of portfolio›$10.9M
Thrivent Financial for Lutherans156,959
0.0% of portfolio›$10.9M
Orrstown Financial Services Inc156,277
1.6% of portfolio›$10.8M
Lifelong Wealth Advisors, Inc.151,173
2.4% of portfolio›$10.5M
Avidian Wealth Enterprises, LLC147,481
0.3% of portfolio›$10.2M
Sprinkle Financial Consultants LLC145,012
3.9% of portfolio›$10.0M
Kestra Advisory Services, LLC142,739
0.0% of portfolio›$9.9M
Visionary Wealth Advisors134,315
0.4% of portfolio›$9.3M
Philip James Wealth Mangement, LLC120,660
0.9% of portfolio›$8.3M
Owl Creek Wealth Partners LLC111,506
2.2% of portfolio›$7.7M
IFP Advisors, Inc111,052
0.1% of portfolio›$7.7M
Hughes Financial Services, LLC109,056
1.0% of portfolio›$7.6M
Crusonia Wealth Advisors LLC107,924
1.1% of portfolio›$7.5M
Smallwood Wealth Investment Management, LLC100,551
2.9% of portfolio›$7.0M
Fiduciary Alliance LLC100,000
0.5% of portfolio›$6.9M
Integrity Alliance, Llc.97,638
0.2% of portfolio›$6.8M
DeDora Capital, Inc.91,330
1.4% of portfolio›$6.3M
Moneco Advisors, LLC89,435
0.4% of portfolio›$6.2M
MLG Wealth Management DBA Pine Grove Financial Group89,152
0.6% of portfolio›$6.2M
Bluedoor Private Wealth, LLC87,119
2.6% of portfolio›$6.0M
Perigon Wealth Management, LLC75,781
0.1% of portfolio›$5.2M
Selby Wealth Management, LLC74,595
1.8% of portfolio›$5.2M
WealthPLAN Partners, LLC71,813
0.9% of portfolio›$5.0M
Firestone Capital Management69,412
0.9% of portfolio›$4.8M
Financial Management Professionals, Inc.67,404
0.4% of portfolio›$4.7M
HUB Investment Partners, LLC65,798
0.1% of portfolio›$4.6M
Seven Hills Financial, LLC65,212
2.7% of portfolio›$4.5M
Interchange Capital Partners, LLC63,990
0.7% of portfolio›$4.4M
Cooper Financial Group63,043
0.3% of portfolio›$4.4M
Concurrent Investment Advisors, LLC60,669
0.0% of portfolio›$4.2M
Echo Wealth Management, LLC60,641
2.1% of portfolio›$4.2M
USAdvisors Wealth Management, LLC59,113
0.0% of portfolio›$4.1K
Capital Investment Advisory Services, LLC56,653
0.2% of portfolio›$3.9M
Essential Investment Partners LLC54,183
2.5% of portfolio›$3.7M
Kestra Private Wealth Services, LLC53,271
0.0% of portfolio›$3.7M
Cordgrass Capital Advisors, LLC52,698
1.4% of portfolio›$3.6M
Sincerus Advisory, LLC51,583
2.3% of portfolio›$3.6M
Mcdonald Partners LLC49,569
0.8% of portfolio›$3.4M
RFG Advisory, LLC49,111
0.0% of portfolio›$3.4M
Strategic Blueprint, LLC49,080
0.2% of portfolio›$3.4M
Oppenheimer & Co Inc47,832
0.0% of portfolio›$3.3M
Penney Financial, LLC47,550
1.0% of portfolio›$3.3M
Convergence Financial, LLC47,028
0.5% of portfolio›$3.3M
Harbor Investment Advisory, LLC46,750
0.2% of portfolio›$3.2M
Davenport & Co LLC44,984
0.0% of portfolio›$3.1M
Shore Point Advisors, LLC44,643
1.0% of portfolio›$3.1M
Simplicity Wealth,LLC44,619
0.1% of portfolio›$3.1M
Signal Advisors Wealth, LLC43,578
0.1% of portfolio›$3.0M
Clear Creek Financial Management, LLC40,972
0.2% of portfolio›$2.8M
Kennedy Investment Group, Inc.39,456
0.9% of portfolio›$2.7M
Indivisible Partners39,295
0.1% of portfolio›$2.7M
Milestone Asset Management, LLC38,974
0.4% of portfolio›$2.7M
Riverchase Wealth Management, LLC38,561
1.3% of portfolio›$2.7M
Grant Private Wealth Management Inc38,040
1.2% of portfolio›$2.6M
Vise Technologies, Inc.37,069
0.0% of portfolio›$2.6M
Arwa LLC37,032
1.0% of portfolio›$2.6M
Clarity Retirement & Wealth, LLC36,297
1.7% of portfolio›$2.5M
Key FInancial Inc32,983
0.4% of portfolio›$2.3M
Security National Bank30,308
0.2% of portfolio›$2.1M
Axxcess Wealth Management, LLC29,181
0.1% of portfolio›$2.0M
Family Capital Management, Inc.29,151
0.8% of portfolio›$2.0M
YHB Investment Advisors, Inc.28,914
0.1% of portfolio›$2.0M
Fulton Bank, N.A.28,857
0.1% of portfolio›$2.0M
Skyline Advisors, Inc.27,311
0.6% of portfolio›$1.9M
Evolution Wealth Advisors, LLC27,297
0.2% of portfolio›$1.9M
Koshinski Asset Management, Inc.26,895
0.1% of portfolio›$1.9M
Cyndeo Wealth Partners, LLC25,005
0.1% of portfolio›$1.7M
Mayfair Advisory Group, LLC24,554
0.5% of portfolio›$1.7M
Plan Group Financial, LLC24,436
0.3% of portfolio›$1.7M
Patriot Financial Group Insurance Agency, LLC23,767
0.2% of portfolio›$1.6M
MFG Investments, LLC22,666
1.7% of portfolio›$1.6M
Kingswood Wealth Advisors, LLC22,581
0.1% of portfolio›$1.6M
Signature Estate & Investment Advisors LLC21,931
0.0% of portfolio›$1.5M
J.W. Cole Advisors, Inc.21,630
0.0% of portfolio›$1.5M
Soundwatch Capital LLC20,875
0.2% of portfolio›$1.4M
Partners Wealth Management, LLC20,756
0.1% of portfolio›$1.4M
M Holdings Securities, Inc.20,135
0.6% of portfolio›$1.4M
Truist Financial Corp19,937
0.0% of portfolio›$1.4M
Semus Wealth Partners LLC19,301
0.6% of portfolio›$1.3M
Prime Capital Investment Advisors, LLC18,318
0.0% of portfolio›$1.3M
Farther Finance Advisors, LLC18,293
0.0% of portfolio›$1.3M
Renasant Bank18,161
0.8% of portfolio›$1.3M
Baker Tilly Wealth Management, LLC17,299
0.2% of portfolio›$1.2M
Allen Capital Group, LLC17,214
0.1% of portfolio›$1.2M
Krilogy Financial LLC16,899
0.0% of portfolio›$1.2M
Apollon Wealth Management, LLC16,646
0.0% of portfolio›$1.2M
Mechanics Bank Trust Department16,570
0.1% of portfolio›$1.1M
Nova Financial LLC16,170
0.5% of portfolio›$1.1M
JSF Financial, LLC15,651
0.2% of portfolio›$1.1M
First Premier Bank15,261
0.0% of portfolio›$1.1K
Nvwm, LLC15,103
0.2% of portfolio›$1.0M
Mascagni Wealth Management, Inc.14,755
0.6% of portfolio›$1.0M
Hicks Capital Management LLC14,592
0.8% of portfolio›$986.1K
Members Wealth LLC14,434
0.5% of portfolio›$1.0M
Birchwood Financial Partners, Inc.14,366
0.7% of portfolio›$993.7K
MN Wealth Advisors, LLC14,186
0.4% of portfolio›$981.3K
Balentine LLC14,128
0.0% of portfolio›$977.2K
Creative Planning13,765
0.0% of portfolio›$952.1K
Breakwater Capital Group13,574
0.1% of portfolio›$938.9K
Crossmark Global Holdings, Inc.13,572
0.0% of portfolio›$938.8K
Atria Investments, Inc13,532
0.0% of portfolio›$936.0K
Integrity Investment Advisors, LLC12,977
0.4% of portfolio›$897.6K
Ehrlich Financial Group12,444
0.4% of portfolio›$860.8K
Sierra Ocean, LLC12,213
0.5% of portfolio›$844.7K
Washington Trust Co11,725
0.0% of portfolio›$811.0K
Fortitude Advisory Group L.L.C.11,670
0.3% of portfolio›$807.2K
Flagship Harbor Advisors, LLC11,580
0.0% of portfolio›$801.0K
Avaii Wealth Management, LLC10,650
0.2% of portfolio›$739.3K
Milestone Investment Advisors LLC10,634
0.2% of portfolio›$735.6K
CPC Advisors, LLC10,486
0.1% of portfolio›$725.3K
Orba Wealth Advisors, L.L.C.10,485
0.6% of portfolio›$725.3K
Saxony Capital Management, LLC10,183
0.3% of portfolio›$704.4K
Fifth Third Bancorp9,881
0.0% of portfolio›$683.5K
Private Trust Co NA9,775
0.1% of portfolio›$676.1K
HBW Advisory Services LLC9,760
0.1% of portfolio›$675.1K
CoreCap Advisors, LLC9,489
0.0% of portfolio›$656.4K
Golden State Wealth Management, LLC9,155
0.1% of portfolio›$633.3K
Denver PWM, LLC8,938
0.2% of portfolio›$618.3K
Cap Partners, LLC8,388
0.3% of portfolio›$580.2K
Roman Butler Fullerton & Co8,255
0.1% of portfolio›$573.3K
Elevation Point Wealth Partners, LLC8,088
0.0% of portfolio›$559.4K
Private Wealth Partners, LLC8,000
0.0% of portfolio›$553.4K
Core Wealth Partners LLC7,632
0.2% of portfolio›$527.9K
Wealthcare Advisory Partners LLC7,606
0.0% of portfolio›$526.1K
AdvisorNet Financial, Inc7,284
0.0% of portfolio›$505.7K
Blvd Private Wealth, LLC6,729
0.3% of portfolio›$465.4K
Marks Group Wealth Management, Inc6,694
0.0% of portfolio›$463.0K
Total Clarity Wealth Management, Inc.6,561
0.1% of portfolio›$453.8K
Lewis Asset Management, LLC6,445
0.2% of portfolio›$445.8K
Chris Bulman Inc6,429
0.2% of portfolio›$444.7K
Balefire, LLC6,166
0.1% of portfolio›$426.5K
Cpwa, LLC6,134
0.5% of portfolio›$429.3K
StoneX Group Inc.5,868
0.0% of portfolio›$406.7K
Planned Solutions, Inc.5,687
0.1% of portfolio›$393.3K
Kestra Investment Management, LLC5,665
0.0% of portfolio›$391.8K
WealthBridge Capital Management, LLC5,608
0.1% of portfolio›$387.9K
E6 Portfolios, LLC5,579
0.3% of portfolio›$385.9K
Lionsbridge Wealth Management LLC5,554
0.4% of portfolio›$384.2K
SeaCrest Wealth Management, LLC5,247
0.0% of portfolio›$363.0K
Essex Bank5,234
0.1% of portfolio›$362.0K
Ellis Investment Partners, LLC5,028
0.1% of portfolio›$347.9K
Bond & Devick Financial Network, Inc.4,911
0.1% of portfolio›$339.7K
Legacy CG, LLC4,910
0.1% of portfolio›$339.6K
Investment Planning Advisors, Inc.4,888
0.1% of portfolio›$338.1K
Alliance Wealth Advisors, LLC4,850
0.1% of portfolio›$335.5K
Confluence Wealth Services, Inc.4,818
0.0% of portfolio›$333.3K
Tcfg Investment Advisors, LLC4,657
0.1% of portfolio›$322.2K
Ignite Planners, LLC4,504
0.0% of portfolio›$311.5K
Marshall & Sterling Wealth Advisors Inc.4,357
0.2% of portfolio›$301.3K
Genesis Private Wealth, LLC4,341
0.1% of portfolio›$300.3K
Athena Wealth Management, LLC4,153
0.2% of portfolio›$287.3K
Simon Quick Advisors, LLC4,079
0.0% of portfolio›$282.1K
Cambridge Advisors Inc.4,021
0.0% of portfolio›$278.1K
High Net Worth Advisory Group LLC3,905
0.1% of portfolio›$270.1K
Capital Advisors Wealth Management, LLC3,862
0.0% of portfolio›$267.2K
Midwest Trust Co3,730
0.0% of portfolio›$258.0K
Arbor Investment Advisors, LLC3,647
0.0% of portfolio›$252.3K
Marino, Stram & Associates LLC3,552
0.0% of portfolio›$245.7K
Claro Advisors Inc.3,450
0.0% of portfolio›$238.6K
Cora Capital Advisors LLC3,450
0.1% of portfolio›$238.6K
Castle Rock Wealth Management, LLC3,446
0.0% of portfolio›$241.0K
Avestar Capital, LLC3,256
0.0% of portfolio›$225.2K
Lunt Capital Management, Inc.3,237
0.1% of portfolio›$223.9K
Atlas Brown,Inc.3,190
0.1% of portfolio›$220.7K
Accurate Wealth Management, LLC3,145
0.0% of portfolio›$219.8K
Independent Financial Group, LLC3,045
0.0% of portfolio›$210.6K
Redhawk Wealth Advisors, Inc.3,027
0.0% of portfolio›$209.4K
Ulland Investment Advisors, LLC2,310
0.0% of portfolio›$160
Center for Financial Planning, Inc.2,152
0.0% of portfolio›$148.9K
Oakworth Capital, Inc.1,977
0.0% of portfolio›$136.7K
Signature Equity Partners, LLC1,953
0.0% of portfolio›$135.1K
Harbor Asset Planning, Inc.1,710
0.1% of portfolio›$118.3K
Gilpin Wealth Management, LLC1,691
0.1% of portfolio›$117.0K
Financial Network Wealth Advisors LLC1,612
0.1% of portfolio›$111.5K
Capital Advisors, Ltd. LLC1,507
0.0% of portfolio›$104
Reyes Financial Architecture, Inc.1,345
0.1% of portfolio›$93.1K
Salomon & Ludwin, LLC1,003
0.0% of portfolio›$69.4K
US Bancorp \de\938
0.0% of portfolio›$64.9K
Vima LLC909
0.1% of portfolio›$62.9K
Markowski Investments451
0.0% of portfolio›$31.2K
Pinnacle Bancorp, Inc.449
0.0% of portfolio›$31.1K
Hazlett, Burt & Watson, Inc.438
0.0% of portfolio›$28.0K
Horizon Financial Services, LLC405
0.0% of portfolio›$28.0K
Acumen Wealth Advisors, LLC375
0.0% of portfolio›$25.9K
Whipplewood Advisors, LLC336
0.0% of portfolio›$23.2K
Parallel Advisors, LLC299
0.0% of portfolio›$20.7K
Comprehensive Financial Planning, Inc.282
0.0% of portfolio›$19.5K
Jacobi Capital Management LLC278
0.0% of portfolio›$19.2K
Rossby Financial, LCC232
0.0% of portfolio›$16.0K
Vision Financial Markets LLC219
0.0% of portfolio›$15.1K
Blue Trust, Inc.119
0.0% of portfolio›$8.2K
NBZ Investment Advisors LLC109
0.0% of portfolio›$7.5K
Cape Investment Advisory, Inc.103
0.0% of portfolio›$7.1K
Allspring Global Investments Holdings, LLC101
0.0% of portfolio›$7.0K
AlphaCore Capital LLC60
0.0% of portfolio›$4.2K
Spire Wealth Management59
0.0% of portfolio›$4.1K
Highline Wealth Partners LLC44
0.0% of portfolio›$3.0K
JFS Wealth Advisors, LLC42
0.0% of portfolio›$2.9K
Investment Research & Advisory Group, Inc.19
0.0% of portfolio›$1.3K
Dhjj Financial Advisors, Ltd.15
0.0% of portfolio›$1.0K
Richardson Financial Services Inc.12
0.0% of portfolio›$830
Birchbrook, Inc.5
0.0% of portfolio›$351
StyleTurnoverLocationFiled
Forvis Mazars Wealth Advisors, LLC
3,630,519$251.1M4.1%ETFVery LowSpringfield, MO2026-10-13
Bank of New York Mellon Corp
2,292,222$158.6M0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
1,964,855$137.1M0.2%CoreLowPlymouth, MN2026-10-13
Peterson Wealth Advisors, LLC
769,019$53.2M6.2%ETFLowOrem, UT2026-10-08
Commonwealth Equity Services, LLC
729,895$50.5M0.1%ETFLowWaltham, MA2026-11-02
CGC Financial Services, LLC
664,677$46.0M10.2%ETFLowLake Oswego, OR2026-10-13
Taylor Securities Services, Inc.
487,149$33.7M13.5%ETFLowHarrisburg, PA2026-10-20
Cambridge Investment Research Advisors, Inc.
476,263$32.9K0.0%ETFLowFairfield, IA2026-11-02
Pinnacle Associates LTD
421,242$29.1M0.3%CoreLowNew York, NY2026-10-20
Assetmark, Inc
385,811$26.7M0.0%ETFLowConcord, CA2026-10-21
Brookstone Capital Management
371,547$25.7M0.3%ETFMediumWheaton, IL2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
335,100$23.2M1.4%GrowthLowRed Bank, NJ2026-10-23
Garrett Wealth Advisory Group, LLC
316,008$21.9M3.3%ETFVery LowWeatherford, TX2026-10-22
Joseph Group Capital Management
305,557$21.1M3.8%ETFLowColumbus, OH2026-11-04
Apella Capital, LLC
265,342$18.5M0.2%ETFVery LowWest Hartford, CT2026-10-08
WealthPlan Investment Management, LLC
228,935$15.8M0.8%GrowthMediumOmaha, NE2026-10-15
Central Trust Co
218,982$15.1M0.3%CoreLowJefferson City, MO2026-11-05
Signaturefd, LLC
200,477$13.9M0.2%IndexLowAtlanta, GA2026-10-23
Allegheny Financial Group
180,930$12.5M1.3%CoreLowPittsburgh, PA2026-11-05
Patten & Patten Inc
180,607$12.5M0.7%CoreLowChattanooga, TN2026-10-26
Daymark Wealth Partners, LLC
175,123$12.1M0.3%CoreLowCincinnati, OH2026-11-04
Archford Capital Strategies, LLC
172,275$11.9M1.2%GrowthMediumSwansea, IL2026-10-19
Aire Advisors, LLC
171,520$11.9M1.9%ETFVery LowBeverly Hills, CA2026-10-22
Avior Wealth Management, LLC
168,265$11.6M0.3%ETFMediumOmaha, NE2026-10-13
Curtis Advisory Group, LLC
158,235$10.9M2.0%ETFLowSanta Barbara, CA2026-10-28
Thrivent Financial for Lutherans
156,959$10.9M0.0%GARPMediumMinneapolis, MN2026-11-05
Orrstown Financial Services Inc
156,277$10.8M1.6%ETFLowHarrisburg, PA2026-10-14
Lifelong Wealth Advisors, Inc.
151,173$10.5M2.4%ETFLowArden Hills, MN2026-10-19
Avidian Wealth Enterprises, LLC
147,481$10.2M0.3%ETFLowHouston, TX2026-10-08
Sprinkle Financial Consultants LLC
145,012$10.0M3.9%ETFLowLittleton, CO2026-10-09
Kestra Advisory Services, LLC
142,739$9.9M0.0%CoreLowAustin, TX2026-11-02
Visionary Wealth Advisors
134,315$9.3M0.4%ETFLowO'Fallon, IL2026-11-04
Philip James Wealth Mangement, LLC
120,660$8.3M0.9%YieldMediumMilton, GA2026-10-27
Owl Creek Wealth Partners LLC
111,506$7.7M2.2%IndexLowGreenwood Village, CO2026-10-20
IFP Advisors, Inc
111,052$7.7M0.1%GrowthLowTampa, FL2026-10-16
Hughes Financial Services, LLC
109,056$7.6M1.0%ETFLowHerndon, VA2026-10-30
Crusonia Wealth Advisors LLC
107,924$7.5M1.1%ETFVery LowDenver, CO2026-10-26
Smallwood Wealth Investment Management, LLC
100,551$7.0M2.9%ETFVery LowRed Bank, NJ2026-10-30
Fiduciary Alliance LLC
100,000$6.9M0.5%CoreMediumGreenville, SC2026-10-13
Integrity Alliance, Llc.
97,638$6.8M0.2%ETFMediumUrbandale, IA2026-10-29
DeDora Capital, Inc.
91,330$6.3M1.4%ETFVery LowNapa, CA2026-10-26
Moneco Advisors, LLC
89,435$6.2M0.4%ETFLowFairfield, CT2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
89,152$6.2M0.6%ETFMediumWoodbury, MN2026-10-13
Bluedoor Private Wealth, LLC
87,119$6.0M2.6%CoreLowBeverly, MA2026-11-05
Perigon Wealth Management, LLC
75,781$5.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Selby Wealth Management, LLC
74,595$5.2M1.8%ETFVery LowEmeryville, CA2026-10-16
WealthPLAN Partners, LLC
71,813$5.0M0.9%CoreMediumOmaha, NE2026-10-15
Firestone Capital Management
69,412$4.8M0.9%ETFVery LowSouth Miami, FL2026-11-03
Financial Management Professionals, Inc.
67,404$4.7M0.4%ETFMediumAustin, TX2026-10-23
HUB Investment Partners, LLC
65,798$4.6M0.1%GrowthLowAustin, TX2026-11-03
Seven Hills Financial, LLC
65,212$4.5M2.7%ETFN/ATallahassee, FL2026-10-13
Interchange Capital Partners, LLC
63,990$4.4M0.7%GrowthLowPittsburgh, PA2026-10-28
Cooper Financial Group
63,043$4.4M0.3%GrowthMediumIrvine, CA2026-10-07
Concurrent Investment Advisors, LLC
60,669$4.2M0.0%GrowthMediumTampa, FL2026-10-16
Echo Wealth Management, LLC
60,641$4.2M2.1%ETFLowPlymouth, MN2026-10-15
USAdvisors Wealth Management, LLC
59,113$4.1K0.0%ETFLowEden Prairie, MN2026-10-21
Capital Investment Advisory Services, LLC
56,653$3.9M0.2%CoreMediumRaleigh, NC2026-10-30
Essential Investment Partners LLC
54,183$3.7M2.5%GrowthLowEnglewood, CO2026-10-27
Kestra Private Wealth Services, LLC
53,271$3.7M0.0%GrowthLowAustin, TX2026-10-30
Cordgrass Capital Advisors, LLC
52,698$3.6M1.4%CoreLowRaleigh, NC2026-10-30
Sincerus Advisory, LLC
51,583$3.6M2.3%ETFVery LowNew York, NY2026-10-09
Mcdonald Partners LLC
49,569$3.4M0.8%CoreLowCleveland, OH2026-11-03
RFG Advisory, LLC
49,111$3.4M0.0%ETFMediumBirmingham, AL2026-11-03
Strategic Blueprint, LLC
49,080$3.4M0.2%ETFLowAtlanta, GA2026-10-22
Oppenheimer & Co Inc
47,832$3.3M0.0%CoreLowNew York, NY2026-10-26
Penney Financial, LLC
47,550$3.3M1.0%ETFMediumHouston, TX2026-10-20
Convergence Financial, LLC
47,028$3.3M0.5%ETFMediumColumbia, MO2026-10-27
Harbor Investment Advisory, LLC
46,750$3.2M0.2%GrowthLowLutherville, MD2026-10-13
Davenport & Co LLC
44,984$3.1M0.0%CoreMediumRichmond, VA2026-10-14
Shore Point Advisors, LLC
44,643$3.1M1.0%ETFLowBrielle, NJ2026-10-14
Simplicity Wealth,LLC
44,619$3.1M0.1%ETFLowSummit, NJ2026-10-23
Signal Advisors Wealth, LLC
43,578$3.0M0.1%ETFLowDetroit, MI2026-10-13
Clear Creek Financial Management, LLC
40,972$2.8M0.2%ETFMediumSilverdale, WA2026-10-28
Kennedy Investment Group, Inc.
39,456$2.7M0.9%GrowthLowWest Deptford, NJ2026-10-21
Indivisible Partners
39,295$2.7M0.1%GrowthMediumClearwater, FL2026-10-26
Milestone Asset Management, LLC
38,974$2.7M0.4%GrowthHighPittsburgh, PA2026-10-15
Riverchase Wealth Management, LLC
38,561$2.7M1.3%ETFMediumFlower Mound, TX2026-10-28
Grant Private Wealth Management Inc
38,040$2.6M1.2%GrowthMediumPleasanton, CA2026-10-19
Vise Technologies, Inc.
37,069$2.6M0.0%IndexLowNew York, NY2026-10-29
Arwa LLC
37,032$2.6M1.0%ETFMediumFort Worth, TX2026-10-21
Clarity Retirement & Wealth, LLC
36,297$2.5M1.7%ETFN/ANew Bedford, MA2026-11-04
Key FInancial Inc
32,983$2.3M0.4%ETFLowWest Chester, PA2026-11-02
Security National Bank
30,308$2.1M0.2%GrowthLowOmaha, NE2026-10-26
Axxcess Wealth Management, LLC
29,181$2.0M0.1%CoreLowCarlsbad, CA2026-10-21
Family Capital Management, Inc.
29,151$2.0M0.8%ETFLowGrand Rapids, MI2026-11-03
YHB Investment Advisors, Inc.
28,914$2.0M0.1%GrowthLowWest Hartford, CT2026-10-08
Fulton Bank, N.A.
28,857$2.0M0.1%CoreLowLancaster, PA2026-10-14
Skyline Advisors, Inc.
27,311$1.9M0.6%ETFMediumBellingham, WA2026-11-03
Evolution Wealth Advisors, LLC
27,297$1.9M0.2%ETFLowAventura, FL2026-11-03
Koshinski Asset Management, Inc.
26,895$1.9M0.1%ETFLowDecatur, IL2026-10-29
Cyndeo Wealth Partners, LLC
25,005$1.7M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Mayfair Advisory Group, LLC
24,554$1.7M0.5%ETFLowBirmingham, AL2026-10-20
Plan Group Financial, LLC
24,436$1.7M0.3%ETFMediumOklahoma City, OK2026-10-22
Patriot Financial Group Insurance Agency, LLC
23,767$1.6M0.2%GrowthLowWalpole, MA2026-10-14
MFG Investments, LLC
22,666$1.6M1.7%ETFN/AMedford, NJ2026-10-30
Kingswood Wealth Advisors, LLC
22,581$1.6M0.1%GrowthLowSan Diego, CA2026-10-23
Signature Estate & Investment Advisors LLC
21,931$1.5M0.0%ETFMediumLos Angeles, CA2026-10-13
J.W. Cole Advisors, Inc.
21,630$1.5M0.0%IndexLowTampa, FL2026-11-05
Soundwatch Capital LLC
20,875$1.4M0.2%ETFVery LowDallas, TX2026-11-04
Partners Wealth Management, LLC
20,756$1.4M0.1%CoreLowCarmel By The Sea, CA2026-10-28
M Holdings Securities, Inc.
20,135$1.4M0.6%ETFHighPortland, OR2026-11-03
Truist Financial Corp
19,937$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Semus Wealth Partners LLC
19,301$1.3M0.6%GrowthLowBoca Raton, FL2026-10-22
Prime Capital Investment Advisors, LLC
18,318$1.3M0.0%ETFLowOverland Park, KS2026-10-20
Farther Finance Advisors, LLC
18,293$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
Renasant Bank
18,161$1.3M0.8%CoreMediumTupelo, MS2026-11-05
Baker Tilly Wealth Management, LLC
17,299$1.2M0.2%GrowthLowMadison, WI2026-10-05
Allen Capital Group, LLC
17,214$1.2M0.1%CoreLowGrand Island, NE2026-10-27
Krilogy Financial LLC
16,899$1.2M0.0%GrowthLowSt. Louis, MO2026-10-13
Apollon Wealth Management, LLC
16,646$1.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Mechanics Bank Trust Department
16,570$1.1M0.1%CoreLowWalnut Creek, CA2026-10-13
Nova Financial LLC
16,170$1.1M0.5%N/AN/ATucson, AZ2026-11-04
JSF Financial, LLC
15,651$1.1M0.2%ETFMediumLos Angeles, CA2026-10-22
First Premier Bank
15,261$1.1K0.0%CoreVery LowSioux Falls, SD2026-10-13
Nvwm, LLC
15,103$1.0M0.2%GrowthMediumYardley, PA2026-10-14
Mascagni Wealth Management, Inc.
14,755$1.0M0.6%ETFLowClinton, MS2026-10-23
Hicks Capital Management LLC
14,592$986.1K0.8%ETFVery LowColumbus, OH2026-10-20
Members Wealth LLC
14,434$1.0M0.5%ETFLowMedia, PA2026-10-20
Birchwood Financial Partners, Inc.
14,366$993.7K0.7%ETFVery LowBloomington, MN2026-11-02
MN Wealth Advisors, LLC
14,186$981.3K0.4%ETFMediumOverland Park, KS2026-10-23
Balentine LLC
14,128$977.2K0.0%ETFLowAtlanta, GA2026-11-03
Creative Planning
13,765$952.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Breakwater Capital Group
13,574$938.9K0.1%ETFLowParamus, NJ2026-10-09
Crossmark Global Holdings, Inc.
13,572$938.8K0.0%GARPMediumHouston, TX2026-10-21
Atria Investments, Inc
13,532$936.0K0.0%CoreMediumCharlotte, NC2026-10-15
Integrity Investment Advisors, LLC
12,977$897.6K0.4%ETFMediumFort Collins, CO2026-11-03
Ehrlich Financial Group
12,444$860.8K0.4%ETFHighLaguna Niguel, CA2026-10-20
Sierra Ocean, LLC
12,213$844.7K0.5%ETFLowRipon, CA2026-11-03
Washington Trust Co
11,725$811.0K0.0%GrowthVery LowWesterly, RI2026-10-22
Fortitude Advisory Group L.L.C.
11,670$807.2K0.3%GrowthMediumGig Harbor, WA2026-10-15
Flagship Harbor Advisors, LLC
11,580$801.0K0.0%ETFMediumBoston, MA2026-10-26
Avaii Wealth Management, LLC
10,650$739.3K0.2%ETFMediumAppleton, WI2026-10-09
Milestone Investment Advisors LLC
10,634$735.6K0.2%ETFVery LowMiddleton, WI2026-11-05
CPC Advisors, LLC
10,486$725.3K0.1%ETFMediumAtlanta, GA2026-10-21
Orba Wealth Advisors, L.L.C.
10,485$725.3K0.6%ETFMediumChicago, IL2026-10-23
Saxony Capital Management, LLC
10,183$704.4K0.3%ETFMediumSt. Louis, MO2026-10-15
Fifth Third Bancorp
9,881$683.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
9,775$676.1K0.1%CoreLowCleveland, OH2026-10-20
HBW Advisory Services LLC
9,760$675.1K0.1%ETFMediumSimi Valley, CA2026-10-15
CoreCap Advisors, LLC
9,489$656.4K0.0%ETFMediumSouthfield, MI2026-10-08
Golden State Wealth Management, LLC
9,155$633.3K0.1%ETFMediumSanta Ana, CA2026-11-02
Denver PWM, LLC
8,938$618.3K0.2%ETFLowDenver, CO2026-10-22
Cap Partners, LLC
8,388$580.2K0.3%ETFLowFranklin, TN2026-10-19
Roman Butler Fullerton & Co
8,255$573.3K0.1%GrowthMediumSt Louis, MO2026-10-27
Elevation Point Wealth Partners, LLC
8,088$559.4K0.0%CoreHighDenver, CO2026-11-05
Private Wealth Partners, LLC
8,000$553.4K0.0%GrowthLowMill Valley, CA2026-10-22
Core Wealth Partners LLC
7,632$527.9K0.2%GrowthLowSanta Rosa, CA2026-11-02
Wealthcare Advisory Partners LLC
7,606$526.1K0.0%ETFLowWest Chester, PA2026-10-21
AdvisorNet Financial, Inc
7,284$505.7K0.0%ETFLowMinnetonka, MN2026-10-15
Blvd Private Wealth, LLC
6,729$465.4K0.3%CoreMediumProspect, KY2026-10-14
Marks Group Wealth Management, Inc
6,694$463.0K0.0%CoreMediumMinnetonka, MN2026-11-05
Total Clarity Wealth Management, Inc.
6,561$453.8K0.1%ETFMediumSt. Charles, IL2026-10-26
Lewis Asset Management, LLC
6,445$445.8K0.2%GrowthLowLafayette, CA2026-10-14
Chris Bulman Inc
6,429$444.7K0.2%ETFLowRoseville, CA2026-10-20
Balefire, LLC
6,166$426.5K0.1%ETFMediumDallas, TX2026-10-09
Cpwa, LLC
6,134$429.3K0.5%GrowthN/AHood River, OR2026-11-04
StoneX Group Inc.
5,868$406.7K0.0%ETFMediumNew York, NY2026-11-03
Planned Solutions, Inc.
5,687$393.3K0.1%ETFLowFolsom, CA2026-10-19
Kestra Investment Management, LLC
5,665$391.8K0.0%ETFMediumAustin, TX2026-11-04
WealthBridge Capital Management, LLC
5,608$387.9K0.1%ETFLowWesterville, OH2026-10-16
E6 Portfolios, LLC
5,579$385.9K0.3%ETFLowMidvale, UT2026-10-26
Lionsbridge Wealth Management LLC
5,554$384.2K0.4%ETFMediumJacksonville Beach, FL2026-10-26
SeaCrest Wealth Management, LLC
5,247$363.0K0.0%GrowthLowPurchase, NY2026-10-21
Essex Bank
5,234$362.0K0.1%CoreLowEssex, CT2026-10-16
Ellis Investment Partners, LLC
5,028$347.9K0.1%ETFLowBerwyn, PA2026-10-21
Bond & Devick Financial Network, Inc.
4,911$339.7K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Legacy CG, LLC
4,910$339.6K0.1%GrowthHighPlano, TX2026-10-30
Investment Planning Advisors, Inc.
4,888$338.1K0.1%ETFMediumCumming, GA2026-10-14
Alliance Wealth Advisors, LLC
4,850$335.5K0.1%CoreVery LowScranton, PA2026-10-14
Confluence Wealth Services, Inc.
4,818$333.3K0.0%ETFVery LowMcmurray, PA2026-11-05
Tcfg Investment Advisors, LLC
4,657$322.2K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Ignite Planners, LLC
4,504$311.5K0.0%CoreLowSan Clemente, CA2026-10-14
Marshall & Sterling Wealth Advisors Inc.
4,357$301.3K0.2%ETFMediumPoughkeepsie, NY2026-10-28
Genesis Private Wealth, LLC
4,341$300.3K0.1%ETFLowAshburn, VA2026-11-02
Athena Wealth Management, LLC
4,153$287.3K0.2%GARPMediumReno, NV2026-10-09
Simon Quick Advisors, LLC
4,079$282.1K0.0%ETFLowMorristown, NJ2026-10-26
Cambridge Advisors Inc.
4,021$278.1K0.0%ETFVery LowOmaha, NE2026-10-19
High Net Worth Advisory Group LLC
3,905$270.1K0.1%ETFVery LowNaples, FL2026-10-26
Capital Advisors Wealth Management, LLC
3,862$267.2K0.0%ETFLowYakima, WA2026-10-09
Midwest Trust Co
3,730$258.0K0.0%CoreLowOverland Park, KS2026-10-22
Arbor Investment Advisors, LLC
3,647$252.3K0.0%ETFVery LowWinston Salem, NC2026-10-26
Marino, Stram & Associates LLC
3,552$245.7K0.0%ETFVery LowBraintree, MA2026-10-22
Claro Advisors Inc.
3,450$238.6K0.0%CoreLowBoston, MA2026-11-02
Cora Capital Advisors LLC
3,450$238.6K0.1%ETFLowMarlton, NJ2026-11-02
Castle Rock Wealth Management, LLC
3,446$241.0K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Avestar Capital, LLC
3,256$225.2K0.0%GrowthLowNew York, NY2026-10-28
Lunt Capital Management, Inc.
3,237$223.9K0.1%ETFLowHolladay, UT2026-10-30
Atlas Brown,Inc.
3,190$220.7K0.1%GrowthLowLouisville, KY2026-10-09
Accurate Wealth Management, LLC
3,145$219.8K0.0%CoreMediumWesley Chapel, FL2026-10-20
Independent Financial Group, LLC
3,045$210.6K0.0%GrowthLowSan Diego, CA2026-10-13
Redhawk Wealth Advisors, Inc.
3,027$209.4K0.0%ETFHighMinneapolis, MN2026-10-14
Ulland Investment Advisors, LLC
2,310$1600.0%GrowthVery LowMinneapolis, MN2026-10-13
Center for Financial Planning, Inc.
2,152$148.9K0.0%ETFLowSouthfied, MI2026-10-26
Oakworth Capital, Inc.
1,977$136.7K0.0%ETFLowBirmingham, AL2026-10-26
Signature Equity Partners, LLC
1,953$135.1K0.0%GrowthMediumColumbus, OH2026-10-29
Harbor Asset Planning, Inc.
1,710$118.3K0.1%ETFVery LowBelmont, MA2026-10-23
Gilpin Wealth Management, LLC
1,691$117.0K0.1%GrowthLowDenver, CO2026-10-09
Financial Network Wealth Advisors LLC
1,612$111.5K0.1%ETFLowMurray, UT2026-10-28
Capital Advisors, Ltd. LLC
1,507$1040.0%ETFLowShaker Heights, OH2026-10-27
Reyes Financial Architecture, Inc.
1,345$93.1K0.1%ETFVery HighSan Diego, CA2026-10-22
Salomon & Ludwin, LLC
1,003$69.4K0.0%ETFVery LowRichmond, VA2026-10-29
US Bancorp \de\
938$64.9K0.0%IndexLowMinneapolis, MN2026-11-05
Vima LLC
909$62.9K0.1%CoreLowTroy, MI2026-10-23
Markowski Investments
451$31.2K0.0%ETFN/ATampa, FL2026-10-30
Pinnacle Bancorp, Inc.
449$31.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Hazlett, Burt & Watson, Inc.
438$28.0K0.0%CoreVery LowWheeling, WV2026-11-04
Horizon Financial Services, LLC
405$28.0K0.0%ETFLowWinston Salem, NC2026-11-04
Acumen Wealth Advisors, LLC
375$25.9K0.0%GrowthHighChattanooga, TN2026-11-05
Whipplewood Advisors, LLC
336$23.2K0.0%ETFLowLittleton, CO2026-10-20
Parallel Advisors, LLC
299$20.7K0.0%IndexLowSan Francisco, CA2026-11-03
Comprehensive Financial Planning, Inc.
282$19.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Jacobi Capital Management LLC
278$19.2K0.0%CoreLowPittston, PA2026-11-05
Rossby Financial, LCC
232$16.0K0.0%ETFMediumMelbourne, FL2026-11-05
Vision Financial Markets LLC
219$15.1K0.0%CoreLowStamford, CT2026-10-22
Blue Trust, Inc.
119$8.2K0.0%ETFLowBrentwood, TN2026-10-15
NBZ Investment Advisors LLC
109$7.5K0.0%ETFLowKnoxville, TN2026-10-30
Cape Investment Advisory, Inc.
103$7.1K0.0%ETFLowMcdonough, GA2026-10-13
Allspring Global Investments Holdings, LLC
101$7.0K0.0%CoreMediumCharlotte, NC2026-11-04
AlphaCore Capital LLC
60$4.2K0.0%ETFLowLa Jolla, CA2026-11-04
Spire Wealth Management
59$4.1K0.0%GrowthMediumMclean, VA2026-10-30
Highline Wealth Partners LLC
44$3.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
JFS Wealth Advisors, LLC
42$2.9K0.0%ETFVery LowHermitage, PA2026-11-03
Investment Research & Advisory Group, Inc.
19$1.3K0.0%GrowthVery LowAtlanta, GA2026-10-19
Dhjj Financial Advisors, Ltd.
15$1.0K0.0%ETFVery LowNaperville, IL2026-10-23
Richardson Financial Services Inc.
12$8300.0%GrowthMediumMedway, MA2026-10-30
Birchbrook, Inc.
5$3510.0%ETFLowBangor, ME2026-10-14