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JPMorgan LTD Duration ETF (JPLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,110,422 from 1,040,372
Change+70,050 (+7%)
Value$57.1M (+$2.8M)
Filed 2026-11-06
MBM Wealth Consultants, LLC
INCREASED
Shares551,921 from 513,387
Change+38,534 (+8%)
Value$28.4M (+$1.6M)
Filed 2026-10-20
Spinnaker Investment Group, LLC
INCREASED
Shares387,951 from 269,007
Change+118,944 (+44%)
Value$19.9M (+$5.9M)
Filed 2026-10-13
Essential Planning, Llc.
INCREASED
Shares384,490 from 296,964
Change+87,526 (+29%)
Value$19.8M (+$4.3M)
Filed 2026-10-21
Scott Capital Advisors, LLC
INCREASED
Shares349,091 from 321,805
Change+27,286 (+8%)
Value$17.9M (+$1.1M)
Filed 2026-10-13
Choice Wealth Advisors LLC
NEW
Shares328,320
Change+328,320
Value$16.9M
Filed 2026-10-16
Kraft, Davis & Associates, LLC
INCREASED
Shares238,671 from 175,879
Change+62,792 (+36%)
Value$12.3M (+$3.1M)
Filed 2026-10-21
FMA Wealth Management, LLC
INCREASED
Shares235,675 from 233,539
Change+2,136 (+1%)
Value$12.1M (-$72.4K)
Filed 2026-10-21
Juno Financial Group LLC
INCREASED
Shares192,057 from 177,780
Change+14,277 (+8%)
Value$9.9M (+$595.3K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
DECREASED
Shares187,319 from 231,761
Change-44,442 (-19%)
Value$9.6M (-$2.5M)
Filed 2026-10-01
Bulwark Capital Corp
DECREASED
Shares185,291 from 196,887
Change-11,596 (-6%)
Value$9.5M (-$749.7K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares170,420 from 137,540
Change+32,880 (+24%)
Value$8.8M (+$1.6M)
Filed 2026-11-05
Anchor Capital Advisors LLC
INCREASED
Shares143,756 from 141,013
Change+2,743 (+2%)
Value$7.4M (+$31.0K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares121,485 from 115,846
Change+5,639 (+5%)
Value$6.2M (+$199.5K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
INCREASED
Shares111,757 from 12,267
Change+99,490 (+811%)
Value$5.7M (+$5.1M)
Filed 2026-10-15
WBH Advisory Inc
INCREASED
Shares99,884 from 85,565
Change+14,319 (+17%)
Value$5.1M (+$669.4K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares97,334 from 99,443
Change-2,109 (-2%)
Value$5.0M (-$175.8K)
Filed 2026-10-08
Sunrise Financial Services, LLC
INCREASED
Shares97,147 from 93,755
Change+3,392 (+4%)
Value$5.0M (+$101.2K)
Filed 2026-10-21
Turning Point Benefit Group, Inc.
INCREASED
Shares93,462 from 76,806
Change+16,656 (+22%)
Value$4.8M (+$791.2K)
Filed 2026-10-28
Grey Ledge Advisors, LLC
INCREASED
Shares86,984 from 75,720
Change+11,264 (+15%)
Value$4.5M (+$520.0K)
Filed 2026-11-02
Trellis Wealth Advisors LLC
INCREASED
Shares71,403 from 9,841
Change+61,562 (+626%)
Value$3.7M (+$3.2M)
Filed 2026-10-19
Diversified Portfolios, Inc.
INCREASED
Shares67,964 from 59,893
Change+8,071 (+13%)
Value$3.5M (+$368.2K)
Filed 2026-11-04
Insight Wealth Partners, LLC
INCREASED
Shares64,488 from 53,268
Change+11,220 (+21%)
Value$3.3M (+$535.3K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares60,924 from 57,903
Change+3,021 (+5%)
Value$3.1M (+$110.1K)
Filed 2026-10-21
Whipplewood Advisors, LLC
DECREASED
Shares59,394 from 115,738
Change-56,344 (-49%)
Value$3.1M (-$3.0M)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares54,856 from 53,257
Change+1,599 (+3%)
Value$2.8M (+$40.7K)
Filed 2026-10-26
Diversified Trust Co
NEW
Shares54,152
Change+54,152
Value$2.8M
Filed 2026-11-06
Ascent Group, LLC
DECREASED
Shares52,195 from 54,982
Change-2,787 (-5%)
Value$2.7M (-$186.2K)
Filed 2026-10-30
Nautilus Advisors LLC
DECREASED
Shares49,366 from 56,020
Change-6,654 (-12%)
Value$2.5M (-$371.8K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares43,709 from 25,980
Change+17,729 (+68%)
Value$2.2K (-$1.4M)
Filed 2026-11-02
Winebrenner Capital Management LLC
DECREASED
Shares42,219 from 45,345
Change-3,126 (-7%)
Value$2.2M (-$196.1K)
Filed 2026-10-07
Rossby Financial, LCC
DECREASED
Shares40,990 from 48,568
Change-7,578 (-16%)
Value$2.1M (-$427.5K)
Filed 2026-11-05
Bfsg, LLC
INCREASED
Shares39,447 from 28,856
Change+10,591 (+37%)
Value$2.0M (+$522.0K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares35,154 from 35,216
Change-62 (0%)
Value$1.8M (-$30.7K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED
Shares29,827 from 22,960
Change+6,867 (+30%)
Value$419.1K (-$293.4K)
Filed 2026-11-04
Iron Financial LLC
INCREASED
Shares26,338 from 26,202
Change+136 (+1%)
Value$1.4M (-$13.5K)
Filed 2026-10-23
TCP Asset Management, LLC
DECREASED
Shares23,304 from 24,151
Change-847 (-4%)
Value$1.2M (-$65.6K)
Filed 2026-10-14
Cottage Street Advisors LLC
INCREASED
Shares23,165 from 10,027
Change+13,138 (+131%)
Value$1.2M (+$667.6K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares22,077 from 20,600
Change+1,477 (+7%)
Value$1.1M (+$59.9K)
Filed 2026-10-30
Galvin, Gaustad & Stein, LLC
INCREASED
Shares21,075 from 16,470
Change+4,605 (+28%)
Value$1.1M (+$223.9K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares17,830 from 16,725
Change+1,105 (+7%)
Value$916.6K (+$43.8K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares17,433 from 18,078
Change-645 (-4%)
Value$896.2K (-$47.2K)
Filed 2026-11-05
KWB Wealth
INCREASED
Shares17,076 from 16,643
Change+433 (+3%)
Value$877.9K (+$9.3K)
Filed 2026-10-16
Lakeside Advisors, Inc.
INCREASED
Shares16,600 from 10,500
Change+6,100 (+58%)
Value$853.4K (+$305.4K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares15,867 from 15,414
Change+453 (+3%)
Value$815.7K (+$11.3K)
Filed 2026-11-05
Accretive Wealth Partners, LLC
DECREASED
Shares13,533 from 21,441
Change-7,908 (-37%)
Value$695.7K (-$423.3K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares12,526 from 12,526
Change0 (0%)
Value$644.0K (-$9.8K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
NEW
Shares12,279
Change+12,279
Value$631.3K
Filed 2026-10-16
Creative Planning
INCREASED
Shares10,990 from 9,390
Change+1,600 (+17%)
Value$565.0K (+$74.9K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares10,489 from 10,370
Change+119 (+1%)
Value$539.2K (-$2.0K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares9,548 from 9,446
Change+102 (+1%)
Value$490.9K (-$2.1K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares7,748
Change+7,748
Value$398.0K
Filed 2026-11-03
Family Office Research LLC
UNCHANGED
Shares7,736 from 7,736
Change0 (0%)
Value$397.7K (-$6.0K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares7,516 from 7,102
Change+414 (+6%)
Value$386.4K (+$15.7K)
Filed 2026-11-03
Diversified Enterprises, LLC
DECREASED
Shares6,780 from 7,195
Change-415 (-6%)
Value$348.6K (-$26.9K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares6,624 from 4,128
Change+2,496 (+60%)
Value$340.5K (+$125.1K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares6,357
Change+6,357
Value$326.8K
Filed 2026-11-03
WJ Wealth Management, LLC
DECREASED
Shares5,746 from 16,089
Change-10,343 (-64%)
Value$295.4K (-$544.3K)
Filed 2026-11-03
Centerpoint Advisory Group
DECREASED
Shares5,560 from 6,821
Change-1,261 (-18%)
Value$285.8K (-$70.2K)
Filed 2026-10-23
McHugh Group, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$257.1K (-$3.9K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares4,293 from 4,793
Change-500 (-10%)
Value$220.7K (-$29.4K)
Filed 2026-10-22
Beacon Financial Advisory LLC
DECREASED
Shares4,175 from 5,200
Change-1,025 (-20%)
Value$214.6K (-$56.8K)
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares2,845
Change+2,845
Value$146.3K
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares2,106 from 2,040
Change+66 (+3%)
Value$108.3K (+$1.8K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$79.1K (-$1.2K)
Filed 2026-10-20
Blueline Advisors LLC
UNCHANGED
Shares1,322 from 1,322
Change0 (0%)
Value$68.0K (-$1.0K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$62.4K (-$947)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares1,124 from 478
Change+646 (+135%)
Value$57.8K (+$32.8K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares941 from 931
Change+10 (+1%)
Value$48.4K (-$207)
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$44.3K (-$673)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$37.7K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$30.3K (-$460)
Filed 2026-10-08
MidAtlantic Capital Management, Inc.
NEW
Shares556
Change+556
Value$28.6K
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$19.7K (-$300)
Filed 2026-11-04
Buck Wealth Strategies, LLC
NEW
Shares247
Change+247
Value$12.7K
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$11.8K (-$180)
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.3K (-$156)
Filed 2026-10-14
Independence Bank of Kentucky
NEW
Shares149
Change+149
Value$7.7K
Filed 2026-10-26
Ascentis Independent Advisors
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$6.8K (-$104)
Filed 2026-11-03
Hughes Financial Services, LLC
NEW
Shares115
Change+115
Value$5.9K
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares113
Change+113
Value$5.8K
Filed 2026-10-23
CoreCap Advisors, LLC
NEW
Shares77
Change+77
Value$4.0K
Filed 2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.2K (-$49)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares5 from 894
Change-889 (-99%)
Value$257 (-$46.4K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$103 (-$1)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares1
Change+1
Value$0
Filed 2026-10-14
Fortis Group Advisors, LLC
CLOSED
Shares0 from 4,592
Change-4,592 (-100%)
Value$0 (-$239.7K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-28
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 251
Change-251 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-21
Assetmark, Inc
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-21
Oakworth Capital, Inc.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-13
JPMorgan Chase & Co
N/A
Shares— from 43,927,253
Change-43,927,253 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,401,346
Change-2,401,346 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,569,546
Change-1,569,546 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,528,082
Change-1,528,082 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,114,155
Change-1,114,155 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 972,807
Change-972,807 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 970,536
Change-970,536 (-100%)
Value—
UBS Group AG
N/A
Shares— from 908,104
Change-908,104 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 696,093
Change-696,093 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 399,217
Change-399,217 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 297,241
Change-297,241 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 273,341
Change-273,341 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 263,352
Change-263,352 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 244,244
Change-244,244 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 235,613
Change-235,613 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 211,649
Change-211,649 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 192,111
Change-192,111 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 184,590
Change-184,590 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 181,890
Change-181,890 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 153,466
Change-153,466 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 140,347
Change-140,347 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 115,505
Change-115,505 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 98,702
Change-98,702 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 93,775
Change-93,775 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 86,516
Change-86,516 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 83,636
Change-83,636 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 81,398
Change-81,398 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 56,391
Change-56,391 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 48,689
Change-48,689 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 47,835
Change-47,835 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 43,630
Change-43,630 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 42,564
Change-42,564 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 41,833
Change-41,833 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 41,226
Change-41,226 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 40,808
Change-40,808 (-100%)
Value—
&partners
N/A
Shares— from 36,067
Change-36,067 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,931
Change-35,931 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 30,517
Change-30,517 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 25,775
Change-25,775 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 24,668
Change-24,668 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,924
Change-23,924 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 21,115
Change-21,115 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 19,246
Change-19,246 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 15,059
Change-15,059 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 13,393
Change-13,393 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 12,991
Change-12,991 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,510
Change-10,510 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,746
Change-9,746 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,633
Change-8,633 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,398
Change-6,398 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,767
Change-4,767 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 903
Change-903 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 296
Change-296 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 54
Change-54 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,110,4221,040,372+70,050+7%$54.3M$57.1M+$2.8M2026-11-06
MBM Wealth Consultants, LLC
INCREASED551,921513,387+38,534+8%$26.8M$28.4M+$1.6M2026-10-20
Spinnaker Investment Group, LLC
INCREASED387,951269,007+118,944+44%$14.0M$19.9M+$5.9M2026-10-13
Essential Planning, Llc.
INCREASED384,490296,964+87,526+29%$15.5M$19.8M+$4.3M2026-10-21
Scott Capital Advisors, LLC
INCREASED349,091321,805+27,286+8%$16.8M$17.9M+$1.1M2026-10-13
Choice Wealth Advisors LLC
NEW328,320—+328,320——$16.9M—2026-10-16
Kraft, Davis & Associates, LLC
INCREASED238,671175,879+62,792+36%$9.1M$12.3M+$3.1M2026-10-21
FMA Wealth Management, LLC
INCREASED235,675233,539+2,136+1%$12.2M$12.1M-$72.4K2026-10-21
Juno Financial Group LLC
INCREASED192,057177,780+14,277+8%$9.3M$9.9M+$595.3K2026-10-27
Stonebridge Financial Group, LLC
DECREASED187,319231,761-44,442-19%$12.1M$9.6M-$2.5M2026-10-01
Bulwark Capital Corp
DECREASED185,291196,887-11,596-6%$10.3M$9.5M-$749.7K2026-10-13
Moneco Advisors, LLC
INCREASED170,420137,540+32,880+24%$7.2M$8.8M+$1.6M2026-11-05
Anchor Capital Advisors LLC
INCREASED143,756141,013+2,743+2%$7.4M$7.4M+$31.0K2026-11-05
Commonwealth Equity Services, LLC
INCREASED121,485115,846+5,639+5%$6.0M$6.2M+$199.5K2026-11-02
Cedar Mountain Advisors, LLC
INCREASED111,75712,267+99,490+811%$640.2K$5.7M+$5.1M2026-10-15
WBH Advisory Inc
INCREASED99,88485,565+14,319+17%$4.5M$5.1M+$669.4K2026-11-05
Apella Capital, LLC
DECREASED97,33499,443-2,109-2%$5.2M$5.0M-$175.8K2026-10-08
Sunrise Financial Services, LLC
INCREASED97,14793,755+3,392+4%$4.9M$5.0M+$101.2K2026-10-21
Turning Point Benefit Group, Inc.
INCREASED93,46276,806+16,656+22%$4.0M$4.8M+$791.2K2026-10-28
Grey Ledge Advisors, LLC
INCREASED86,98475,720+11,264+15%$4.0M$4.5M+$520.0K2026-11-02
Trellis Wealth Advisors LLC
INCREASED71,4039,841+61,562+626%$513.6K$3.7M+$3.2M2026-10-19
Diversified Portfolios, Inc.
INCREASED67,96459,893+8,071+13%$3.1M$3.5M+$368.2K2026-11-04
Insight Wealth Partners, LLC
INCREASED64,48853,268+11,220+21%$2.8M$3.3M+$535.3K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED60,92457,903+3,021+5%$3.0M$3.1M+$110.1K2026-10-21
Whipplewood Advisors, LLC
DECREASED59,394115,738-56,344-49%$6.0M$3.1M-$3.0M2026-10-20
Flagship Harbor Advisors, LLC
INCREASED54,85653,257+1,599+3%$2.8M$2.8M+$40.7K2026-10-26
Diversified Trust Co
NEW54,152—+54,152——$2.8M—2026-11-06
Ascent Group, LLC
DECREASED52,19554,982-2,787-5%$2.9M$2.7M-$186.2K2026-10-30
Nautilus Advisors LLC
DECREASED49,36656,020-6,654-12%$2.9M$2.5M-$371.8K2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED43,70925,980+17,729+68%$1.4M$2.2K-$1.4M2026-11-02
Winebrenner Capital Management LLC
DECREASED42,21945,345-3,126-7%$2.4M$2.2M-$196.1K2026-10-07
Rossby Financial, LCC
DECREASED40,99048,568-7,578-16%$2.5M$2.1M-$427.5K2026-11-05
Bfsg, LLC
INCREASED39,44728,856+10,591+37%$1.5M$2.0M+$522.0K2026-10-30
D.A. Davidson & Co.
DECREASED35,15435,216-620%$1.8M$1.8M-$30.7K2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED29,82722,960+6,867+30%$712.5K$419.1K-$293.4K2026-11-04
Iron Financial LLC
INCREASED26,33826,202+136+1%$1.4M$1.4M-$13.5K2026-10-23
TCP Asset Management, LLC
DECREASED23,30424,151-847-4%$1.3M$1.2M-$65.6K2026-10-14
Cottage Street Advisors LLC
INCREASED23,16510,027+13,138+131%$523.3K$1.2M+$667.6K2026-10-19
Truist Financial Corp
INCREASED22,07720,600+1,477+7%$1.1M$1.1M+$59.9K2026-10-30
Galvin, Gaustad & Stein, LLC
INCREASED21,07516,470+4,605+28%$859.6K$1.1M+$223.9K2026-10-08
Oppenheimer & Co Inc
INCREASED17,83016,725+1,105+7%$872.9K$916.6K+$43.8K2026-10-26
Fifth Third Bancorp
DECREASED17,43318,078-645-4%$943.5K$896.2K-$47.2K2026-11-05
KWB Wealth
INCREASED17,07616,643+433+3%$868.6K$877.9K+$9.3K2026-10-16
Lakeside Advisors, Inc.
INCREASED16,60010,500+6,100+58%$548.0K$853.4K+$305.4K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED15,86715,414+453+3%$804.5K$815.7K+$11.3K2026-11-05
Accretive Wealth Partners, LLC
DECREASED13,53321,441-7,908-37%$1.1M$695.7K-$423.3K2026-11-06
Private Trust Co NA
UNCHANGED12,52612,52600%$653.7K$644.0K-$9.8K2026-10-20
Cyndeo Wealth Partners, LLC
NEW12,279—+12,279——$631.3K—2026-10-16
Creative Planning
INCREASED10,9909,390+1,600+17%$490.1K$565.0K+$74.9K2026-11-02
Moors & Cabot, Inc.
INCREASED10,48910,370+119+1%$541.2K$539.2K-$2.0K2026-11-06
PFG Advisors
INCREASED9,5489,446+102+1%$493.0K$490.9K-$2.1K2026-10-16
M Holdings Securities, Inc.
NEW7,748—+7,748——$398.0K—2026-11-03
Family Office Research LLC
UNCHANGED7,7367,73600%$403.7K$397.7K-$6.0K2026-10-14
HUB Investment Partners, LLC
INCREASED7,5167,102+414+6%$370.7K$386.4K+$15.7K2026-11-03
Diversified Enterprises, LLC
DECREASED6,7807,195-415-6%$375.5K$348.6K-$26.9K2026-10-19
Kestra Advisory Services, LLC
INCREASED6,6244,128+2,496+60%$215.5K$340.5K+$125.1K2026-11-02
StoneX Group Inc.
NEW6,357—+6,357——$326.8K—2026-11-03
WJ Wealth Management, LLC
DECREASED5,74616,089-10,343-64%$839.7K$295.4K-$544.3K2026-11-03
Centerpoint Advisory Group
DECREASED5,5606,821-1,261-18%$356.0K$285.8K-$70.2K2026-10-23
McHugh Group, LLC
UNCHANGED5,0005,00000%$261.0K$257.1K-$3.9K2026-10-19
Perigon Wealth Management, LLC
DECREASED4,2934,793-500-10%$250.2K$220.7K-$29.4K2026-10-22
Beacon Financial Advisory LLC
DECREASED4,1755,200-1,025-20%$271.4K$214.6K-$56.8K2026-10-16
Putney Financial Group LLC
NEW2,845—+2,845——$146.3K—2026-10-30
Archer Investment Corp
INCREASED2,1062,040+66+3%$106.5K$108.3K+$1.8K2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,5381,53800%$80.3K$79.1K-$1.2K2026-10-20
Blueline Advisors LLC
UNCHANGED1,3221,32200%$69.0K$68.0K-$1.0K2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED1,2141,21400%$63.4K$62.4K-$9472026-11-03
PNC Financial Services Group, Inc.
INCREASED1,124478+646+135%$24.9K$57.8K+$32.8K2026-11-06
Creative Financial Designs Inc
INCREASED941931+10+1%$48.6K$48.4K-$2072026-11-04
Wagner Wealth Management, LLC
UNCHANGED86286200%$45.0K$44.3K-$6732026-10-21
Allworth Financial LP
UNCHANGED72372300%$37.7K$37.7K$02026-11-06
Farther Finance Advisors, LLC
UNCHANGED59059000%$30.8K$30.3K-$4602026-10-08
MidAtlantic Capital Management, Inc.
NEW556—+556——$28.6K—2026-11-05
Nemes Rush Group LLC
UNCHANGED38438400%$20.0K$19.7K-$3002026-11-04
Buck Wealth Strategies, LLC
NEW247—+247——$12.7K—2026-10-28
Nfsg Corp
UNCHANGED23023000%$12.0K$11.8K-$1802026-10-15
Triumph Capital Management
UNCHANGED20020000%$10.4K$10.3K-$1562026-10-14
Independence Bank of Kentucky
NEW149—+149——$7.7K—2026-10-26
Ascentis Independent Advisors
UNCHANGED13313300%$6.9K$6.8K-$1042026-11-03
Hughes Financial Services, LLC
NEW115—+115——$5.9K—2026-10-30
Mainstream Capital Management LLC
NEW113—+113——$5.8K—2026-10-23
CoreCap Advisors, LLC
NEW77—+77——$4.0K—2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED626200%$3.2K$3.2K-$492026-11-04
US Bancorp \de\
DECREASED5894-889-99%$46.7K$257-$46.4K2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED2200%$104$103-$12026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
NEW1—+1——$0—2026-10-14
Fortis Group Advisors, LLC
CLOSED04,592-4,592-100%$239.7K$0-$239.7K2026-11-06
MCF Advisors LLC
CLOSED0575-575-100%$30.0K$0-$30.0K2026-10-28
Strengthening Families & Communities, LLC
CLOSED0251-251-100%$13.1K$0-$13.1K2026-10-21
Assetmark, Inc
CLOSED0110-110-100%$5.7K$0-$5.7K2026-10-21
Oakworth Capital, Inc.
CLOSED085-85-100%$4.4K$0-$4.4K2026-10-26
Cape Investment Advisory, Inc.
CLOSED051-51-100%$2.7K$0-$2.7K2026-10-13
JPMorgan Chase & Co
N/A—43,927,253-43,927,253-100%$2.3B———
FMR LLC
N/A—2,401,346-2,401,346-100%$125.3M———
Captrust Financial Advisors
N/A—1,569,546-1,569,546-100%$81.9M———
Morgan Stanley
N/A—1,528,082-1,528,082-100%$79.8M———
M&T Bank Corp
N/A—1,114,155-1,114,155-100%$58.1M———
Schiavi & Co LLC
N/A—972,807-972,807-100%$50.8M———
Composition Wealth, LLC
N/A—970,536-970,536-100%$50.7M———
UBS Group AG
N/A—908,104-908,104-100%$47.4M———
Wealthquest Corp
N/A—696,093-696,093-100%$36.3M———
Bank of America Corp
N/A—399,217-399,217-100%$20.8M———
Jones Financial Companies Lllp
N/A—297,241-297,241-100%$15.5M———
TD Capital Management LLC
N/A—273,341-273,341-100%$14.3M———
Per Stirling Capital Management, Llc.
N/A—263,352-263,352-100%$13.7M———
Intellus Advisors LLC
N/A—244,244-244,244-100%$12.7M———
Raymond James Financial Inc
N/A—235,613-235,613-100%$12.3M———
HighTower Advisors, LLC
N/A—211,649-211,649-100%$11.0M———
Wealth Advisors of Tampa Bay, LLC
N/A—192,111-192,111-100%$10.0M———
OakTrust Wealth Advisors, LLC
N/A—184,590-184,590-100%$9.6M———
Private Advisor Group, LLC
N/A—181,890-181,890-100%$9.5M———
Drive Wealth Management, LLC
N/A—153,466-153,466-100%$8.0M———
Cetera Investment Advisers
N/A—140,347-140,347-100%$7.3M———
Osaic Holdings, Inc.
N/A—115,505-115,505-100%$6.0M———
Kintra Wealth, LLC
N/A—98,702-98,702-100%$5.1M———
Bleakley Financial Group, LLC
N/A—93,775-93,775-100%$4.9M———
Steward Partners Investment Advisory, LLC
N/A—86,516-86,516-100%$4.5M———
AE Wealth Management LLC
N/A—83,636-83,636-100%$4.4M———
Members Advisory Group LLC
N/A—81,398-81,398-100%$4.2M———
Equitable Holdings, Inc.
N/A—56,391-56,391-100%$2.9M———
Great Valley Advisor Group, Inc.
N/A—48,689-48,689-100%$2.5M———
Envestnet Asset Management Inc
N/A—47,835-47,835-100%$2.5M———
Cedarwood Wealth LLC
N/A—43,630-43,630-100%$2.3M———
Savvy Advisors, Inc.
N/A—42,564-42,564-100%$2.2M———
Nicolet Bankshares Inc
N/A—41,833-41,833-100%$2.2M———
Kane Investment Management, Inc.
N/A—41,226-41,226-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—40,808-40,808-100%$2.1M———
&partners
N/A—36,067-36,067-100%$1.9M———
MML Investors Services, LLC
N/A—35,931-35,931-100%$1.9M———
Capital Group Private Client Services, Inc.
N/A—30,517-30,517-100%$1.6M———
First Commonwealth Financial Corp
N/A—25,775-25,775-100%$1.3M———
Saiph Capital, LLC
N/A—24,668-24,668-100%$1.3M———
Janney Montgomery Scott LLC
N/A—23,924-23,924-100%$1.2M———
Prairieview Wealth Partners, LLC
N/A—21,115-21,115-100%$1.1M———
WCG Wealth Advisors LLC
N/A—19,246-19,246-100%$1.0M———
Stifel Financial Corp
N/A—18,500-18,500-100%$965.5K———
Protective Life Corp
N/A—17,813-17,813-100%$929.7K———
Valor Advisors LLC
N/A—15,232-15,232-100%$795.0K———
BlueStem Wealth Partners, LLC
N/A—15,059-15,059-100%$785.9K———
Planning Project LLC
N/A—13,393-13,393-100%$696.2K———
Vawter Financial, Ltd.
N/A—12,991-12,991-100%$678.0K———
Natixis Advisors, LLC
N/A—10,806-10,806-100%$564.0K———
Cerity Partners LLC
N/A—10,510-10,510-100%$548.5K———
Cloud Capital Management, LLC
N/A—10,454-10,454-100%$545.0K———
Ameritas Investment Partners, Inc.
N/A—9,746-9,746-100%$508.7K———
Jaffetilchin Investment Partners, LLC
N/A—9,638-9,638-100%$503.0K———
Royal Bank of Canada
N/A—9,451-9,451-100%$493.0K———
Arax Advisory Partners
N/A—8,633-8,633-100%$450.5K———
IHT Wealth Management, LLC
N/A—8,596-8,596-100%$448.6K———
CIBC World Market Inc.
N/A—7,911-7,911-100%$412.9K———
Stratos Wealth Partners, Ltd.
N/A—7,901-7,901-100%$412.4K———
Planning Directions Inc
N/A—6,871-6,871-100%$358.6K———
Harbour Investments, Inc.
N/A—6,670-6,670-100%$348.1K———
Sandy Cove Advisors, LLC
N/A—6,571-6,571-100%$342.9K———
Wells Fargo & Company
N/A—6,398-6,398-100%$333.9K———
Martin Investment Management, LLC
N/A—6,093-6,093-100%$318.0K———
Hirtle & Co., LLC
N/A—6,019-6,019-100%$314.1K———
PFG Investments, LLC
N/A—5,303-5,303-100%$276.8K———
Susquehanna International Group, LLP
N/A—5,251-5,251-100%$274.1K———
Security National Bank of Sioux City Iowa
N/A—4,894-4,894-100%$255.4K———
Maridea Wealth Management LLC
N/A—4,850-4,850-100%$253.1K———
Rollins Financial Advisors, LLC
N/A—4,775-4,775-100%$249.2K———
GWN Securities Inc.
N/A—4,767-4,767-100%$248.8K———
Western Wealth Management, LLC
N/A—4,384-4,384-100%$228.8K———
Continuum Advisory, LLC
N/A—2,795-2,795-100%$145.9K———
Bessemer Group Inc
N/A—2,582-2,582-100%$135.0K———
Bank of Montreal
N/A—2,127-2,127-100%$111.0K———
IMA Advisory Services, Inc.
N/A—1,700-1,700-100%$88.7K———
Geneos Wealth Management Inc.
N/A—1,594-1,594-100%$83.2K———
NewEdge Advisors, LLC
N/A—1,128-1,128-100%$58.9K———
Global Retirement Partners, LLC
N/A—1,102-1,102-100%$57.5K———
Graney & King, LLC
N/A—1,099-1,099-100%$57.4K———
Bogart Wealth, LLC
N/A—1,000-1,000-100%$52.2K———
Security National Bank of SO DAK
N/A—903-903-100%$47.1K———
Fiduciary Financial Advisors
N/A—296-296-100%$15.4K———
Smartleaf Asset Management LLC
N/A—218-218-100%$11.4K———
Tower Research Capital LLC (TRC)
N/A—54-54-100%$2.8K———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$52———
Showing 178 of 178 institutions