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JPMorgan Equity Focus ETF (JPEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avantax Planning Partners, Inc.
INCREASED
Shares1,970,960 from 1,924,120
Change+46,840 (+2%)
Value$160.2M (+$5.6M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares1,463,539 from 1,432,378
Change+31,161 (+2%)
Value$118.9M (+$3.9M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares582,245 from 563,226
Change+19,019 (+3%)
Value$47.3M (+$2.1M)
Filed 2026-11-02
Leverty Financial Group, LLC
INCREASED
Shares354,233 from 345,623
Change+8,610 (+2%)
Value$28.8M (+$1.0M)
Filed 2026-10-08
Balance Wealth Partners LLC
INCREASED
Shares284,319 from 274,373
Change+9,946 (+4%)
Value$23.1M (+$1.1M)
Filed 2026-10-27
Thrivent Financial for Lutherans
NEW
Shares231,644
Change+231,644
Value$18.8M
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares177,211 from 190,357
Change-13,146 (-7%)
Value$14.4M (-$889.2K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares116,014 from 119,383
Change-3,369 (-3%)
Value$9.4M (-$161.2K)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares103,890 from 98,693
Change+5,197 (+5%)
Value$8.4M (+$515.3K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares101,130 from 100,760
Change+370 (+0%)
Value$8.2M (+$124.9K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares97,964 from 140,979
Change-43,015 (-31%)
Value$8.0M (-$3.4M)
Filed 2026-11-02
Novem Group
DECREASED
Shares77,778 from 128,961
Change-51,183 (-40%)
Value$6.3M (-$4.0M)
Filed 2026-10-19
MBL Wealth, LLC
DECREASED
Shares75,063 from 75,077
Change-14 (0%)
Value$6.1M (+$69.6K)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares71,786 from 124,528
Change-52,742 (-42%)
Value$5.8M (-$4.2M)
Filed 2026-11-04
Investment Planning Advisors, Inc.
DECREASED
Shares63,239 from 65,993
Change-2,754 (-4%)
Value$5.1M (-$161.6K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares39,882 from 63,846
Change-23,964 (-38%)
Value$3.2K (-$5.1M)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
DECREASED
Shares39,781 from 285,193
Change-245,412 (-86%)
Value$3.2M (-$19.7M)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares38,267 from 40,647
Change-2,380 (-6%)
Value$3.1M (-$155.2K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED
Shares37,569 from 37,569
Change0 (0%)
Value$3.1M (+$35.4K)
Filed 2026-11-03
Cora Capital Advisors LLC
INCREASED
Shares24,374 from 21,429
Change+2,945 (+14%)
Value$2.0M (+$259.5K)
Filed 2026-11-02
Friday Financial
INCREASED
Shares23,823 from 8,322
Change+15,501 (+186%)
Value$1.9M (+$1.3M)
Filed 2026-10-09
First Citizens Financial Corp
INCREASED
Shares22,284 from 19,053
Change+3,231 (+17%)
Value$1.8M (+$280.5K)
Filed 2026-10-02
Ignite Planners, LLC
DECREASED
Shares21,679 from 21,779
Change-100 (0%)
Value$1.8M (+$12.4K)
Filed 2026-10-14
SFG Wealth Management, Llc.
DECREASED
Shares15,795 from 15,866
Change-71 (0%)
Value$1.3M (+$9.2K)
Filed 2026-10-23
Southland Equity Partners LLC
INCREASED
Shares15,520 from 15,420
Change+100 (+1%)
Value$1.3M (+$22.6K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED
Shares15,090 from 15,090
Change0 (0%)
Value$1.2K (+$14)
Filed 2026-10-27
Fifth Third Securities, Inc.
DECREASED
Shares15,019 from 19,297
Change-4,278 (-22%)
Value$1.2M (-$329.5K)
Filed 2026-10-21
Prosperity Financial Group, Inc.
DECREASED
Shares11,988 from 12,702
Change-714 (-6%)
Value$974.3K (-$46.1K)
Filed 2026-10-29
Capital Advisors Wealth Management, LLC
DECREASED
Shares11,980 from 12,162
Change-182 (-1%)
Value$973.6K (-$3.3K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares11,166 from 12,446
Change-1,280 (-10%)
Value$907.5K (-$92.3K)
Filed 2026-10-16
Smith Shellnut Wilson LLC
INCREASED
Shares10,768 from 9,450
Change+1,318 (+14%)
Value$875.1K (+$116.0K)
Filed 2026-10-21
King Luther Capital Management Corp
DECREASED
Shares7,000 from 9,000
Change-2,000 (-22%)
Value$568.9K (-$154.1K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares6,967 from 7,144
Change-177 (-2%)
Value$566.2K (-$7.6K)
Filed 2026-11-04
Atlas Private Wealth Advisors
DECREASED
Shares6,775 from 7,100
Change-325 (-5%)
Value$550.6K (-$19.7K)
Filed 2026-10-23
USAdvisors Wealth Management, LLC
NEW
Shares6,149
Change+6,149
Value$499
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares5,717 from 6,106
Change-389 (-6%)
Value$464.6K (-$25.9K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares4,617 from 2,699
Change+1,918 (+71%)
Value$373.6K (+$156.8K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares3,891 from 3,854
Change+37 (+1%)
Value$316.2K (+$6.6K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,829 from 3,855
Change-26 (-1%)
Value$311.2K (+$1.5K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares3,166 from 3,283
Change-117 (-4%)
Value$257.3K (-$6.4K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
DECREASED
Shares3,136 from 4,533
Change-1,397 (-31%)
Value$254.9K (-$109.3K)
Filed 2026-10-26
Integrity Wealth Advisors, Inc.
NEW
Shares3,052
Change+3,052
Value$248.0K
Filed 2026-10-29
Northland Securities, Inc.
INCREASED
Shares3,050 from 3,048
Change+2 (+0%)
Value$247.9K (+$3.0K)
Filed 2026-11-02
HBK Sorce Advisory LLC
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$234.4K (-$13.0K)
Filed 2026-11-06
Independent Financial Group, LLC
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$216.8K (+$2.5K)
Filed 2026-10-13
GoalVest Advisory LLC
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$216.0K (+$2.5K)
Filed 2026-10-02
M Holdings Securities, Inc.
NEW
Shares2,500
Change+2,500
Value$202.0K
Filed 2026-11-03
3Chopt Investment Partners, LLC
DECREASED
Shares1,830 from 1,838
Change-8 (0%)
Value$148.7K (+$1.1K)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$117.4K (+$1.4K)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares1,385 from 1,511
Change-126 (-8%)
Value$112.6K (-$8.8K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$40.8K (+$473)
Filed 2026-10-28
Godsey & Gibb, Inc
DECREASED
Shares469 from 573
Change-104 (-18%)
Value$38.1K (-$7.9K)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$22.6K (+$262)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares244
Change+244
Value$19.8K
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$9 ($0)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares100 from 266
Change-166 (-62%)
Value$8.1K (-$13.2K)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$6.7K (+$77)
Filed 2026-10-21
Herold Advisors, Inc.
CLOSED
Shares0 from 27,188
Change-27,188 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Morangie Management LLC
CLOSED
Shares0 from 14,775
Change-14,775 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
Retirement Planning Group, LLC
CLOSED
Shares0 from 3,570
Change-3,570 (-100%)
Value$0 (-$286.8K)
Filed 2026-10-19
Parsons Capital Management Inc
CLOSED
Shares0 from 3,282
Change-3,282 (-100%)
Value$0 (-$263.6K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 2,604
Change-2,604 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,797
Change-1,797 (-100%)
Value$0 (-$143.8K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$69.5K)
Filed 2026-11-06
Realta Investment Advisors
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-15
Raymond James Financial Inc
N/A
Shares— from 1,823,280
Change-1,823,280 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,343,883
Change-1,343,883 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 617,646
Change-617,646 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 600,496
Change-600,496 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 552,306
Change-552,306 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 438,377
Change-438,377 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 360,268
Change-360,268 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 298,799
Change-298,799 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 236,466
Change-236,466 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 226,959
Change-226,959 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 133,507
Change-133,507 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 121,565
Change-121,565 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 91,930
Change-91,930 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 85,107
Change-85,107 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 81,434
Change-81,434 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 71,941
Change-71,941 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 68,720
Change-68,720 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 63,776
Change-63,776 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 55,314
Change-55,314 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 37,260
Change-37,260 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 35,361
Change-35,361 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 33,600
Change-33,600 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,802
Change-30,802 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,247
Change-23,247 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,890
Change-21,890 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,499
Change-18,499 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 17,548
Change-17,548 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 17,269
Change-17,269 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,217
Change-13,217 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 12,092
Change-12,092 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,096
Change-11,096 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,134
Change-10,134 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,982
Change-7,982 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,302
Change-6,302 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 945
Change-945 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 181
Change-181 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Avantax Planning Partners, Inc.
INCREASED1,970,9601,924,120+46,840+2%$154.6M$160.2M+$5.6M2026-11-03
LPL Financial LLC
INCREASED1,463,5391,432,378+31,161+2%$115.1M$118.9M+$3.9M2026-11-06
Commonwealth Equity Services, LLC
INCREASED582,245563,226+19,019+3%$45.2M$47.3M+$2.1M2026-11-02
Leverty Financial Group, LLC
INCREASED354,233345,623+8,610+2%$27.8M$28.8M+$1.0M2026-10-08
Balance Wealth Partners LLC
INCREASED284,319274,373+9,946+4%$22.0M$23.1M+$1.1M2026-10-27
Thrivent Financial for Lutherans
NEW231,644—+231,644——$18.8M—2026-11-05
Moneco Advisors, LLC
DECREASED177,211190,357-13,146-7%$15.3M$14.4M-$889.2K2026-11-05
Crestwood Advisors Group, LLC
DECREASED116,014119,383-3,369-3%$9.6M$9.4M-$161.2K2026-10-27
Davenport & Co LLC
INCREASED103,89098,693+5,197+5%$7.9M$8.4M+$515.3K2026-10-14
Level Four Advisory Services, LLC
INCREASED101,130100,760+370+0%$8.1M$8.2M+$124.9K2026-11-06
Kestra Advisory Services, LLC
DECREASED97,964140,979-43,015-31%$11.3M$8.0M-$3.4M2026-11-02
Novem Group
DECREASED77,778128,961-51,183-40%$10.4M$6.3M-$4.0M2026-10-19
MBL Wealth, LLC
DECREASED75,06375,077-140%$6.0M$6.1M+$69.6K2026-10-22
AlphaCore Capital LLC
DECREASED71,786124,528-52,742-42%$10.0M$5.8M-$4.2M2026-11-04
Investment Planning Advisors, Inc.
DECREASED63,23965,993-2,754-4%$5.3M$5.1M-$161.6K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED39,88263,846-23,964-38%$5.1M$3.2K-$5.1M2026-11-02
Beaumont Financial Advisors, LLC
DECREASED39,781285,193-245,412-86%$22.9M$3.2M-$19.7M2026-10-22
D.A. Davidson & Co.
DECREASED38,26740,647-2,380-6%$3.3M$3.1M-$155.2K2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED37,56937,56900%$3.0M$3.1M+$35.4K2026-11-03
Cora Capital Advisors LLC
INCREASED24,37421,429+2,945+14%$1.7M$2.0M+$259.5K2026-11-02
Friday Financial
INCREASED23,8238,322+15,501+186%$669.0K$1.9M+$1.3M2026-10-09
First Citizens Financial Corp
INCREASED22,28419,053+3,231+17%$1.5M$1.8M+$280.5K2026-10-02
Ignite Planners, LLC
DECREASED21,67921,779-1000%$1.7M$1.8M+$12.4K2026-10-14
SFG Wealth Management, Llc.
DECREASED15,79515,866-710%$1.3M$1.3M+$9.2K2026-10-23
Southland Equity Partners LLC
INCREASED15,52015,420+100+1%$1.2M$1.3M+$22.6K2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED15,09015,09000%$1.2K$1.2K+$142026-10-27
Fifth Third Securities, Inc.
DECREASED15,01919,297-4,278-22%$1.6M$1.2M-$329.5K2026-10-21
Prosperity Financial Group, Inc.
DECREASED11,98812,702-714-6%$1.0M$974.3K-$46.1K2026-10-29
Capital Advisors Wealth Management, LLC
DECREASED11,98012,162-182-1%$977.0K$973.6K-$3.3K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED11,16612,446-1,280-10%$999.8K$907.5K-$92.3K2026-10-16
Smith Shellnut Wilson LLC
INCREASED10,7689,450+1,318+14%$759.1K$875.1K+$116.0K2026-10-21
King Luther Capital Management Corp
DECREASED7,0009,000-2,000-22%$723.0K$568.9K-$154.1K2026-11-05
Csenge Advisory Group
DECREASED6,9677,144-177-2%$573.9K$566.2K-$7.6K2026-11-04
Atlas Private Wealth Advisors
DECREASED6,7757,100-325-5%$570.3K$550.6K-$19.7K2026-10-23
USAdvisors Wealth Management, LLC
NEW6,149—+6,149——$499—2026-10-21
IFP Advisors, Inc
DECREASED5,7176,106-389-6%$490.5K$464.6K-$25.9K2026-10-16
StoneX Group Inc.
INCREASED4,6172,699+1,918+71%$216.8K$373.6K+$156.8K2026-11-03
Fifth Third Bancorp
INCREASED3,8913,854+37+1%$309.6K$316.2K+$6.6K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED3,8293,855-26-1%$309.7K$311.2K+$1.5K2026-10-20
Wealthcare Advisory Partners LLC
DECREASED3,1663,283-117-4%$263.7K$257.3K-$6.4K2026-10-21
Lodestar Private Asset Management LLC
DECREASED3,1364,533-1,397-31%$364.1K$254.9K-$109.3K2026-10-26
Integrity Wealth Advisors, Inc.
NEW3,052—+3,052——$248.0K—2026-10-29
Northland Securities, Inc.
INCREASED3,0503,048+2+0%$244.8K$247.9K+$3.0K2026-11-02
HBK Sorce Advisory LLC
UNCHANGED2,9992,99900%$247.3K$234.4K-$13.0K2026-11-06
Independent Financial Group, LLC
UNCHANGED2,6682,66800%$214.3K$216.8K+$2.5K2026-10-13
GoalVest Advisory LLC
UNCHANGED2,6582,65800%$213.5K$216.0K+$2.5K2026-10-02
M Holdings Securities, Inc.
NEW2,500—+2,500——$202.0K—2026-11-03
3Chopt Investment Partners, LLC
DECREASED1,8301,838-80%$147.6K$148.7K+$1.1K2026-10-30
Farther Finance Advisors, LLC
UNCHANGED1,4441,44400%$116.0K$117.4K+$1.4K2026-10-08
Private Trust Co NA
DECREASED1,3851,511-126-8%$121.4K$112.6K-$8.8K2026-10-20
Financial Network Wealth Advisors LLC
UNCHANGED50250200%$40.3K$40.8K+$4732026-10-28
Godsey & Gibb, Inc
DECREASED469573-104-18%$46.0K$38.1K-$7.9K2026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED27827800%$22.3K$22.6K+$2622026-10-16
Ascentis Independent Advisors
NEW244—+244——$19.8K—2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED11611600%$9$9$02026-11-04
CoreCap Advisors, LLC
DECREASED100266-166-62%$21.4K$8.1K-$13.2K2026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED828200%$6.6K$6.7K+$772026-10-21
Herold Advisors, Inc.
CLOSED027,188-27,188-100%$2.2M$0-$2.2M2026-10-19
Morangie Management LLC
CLOSED014,775-14,775-100%$1.2M$0-$1.2M2026-10-15
Retirement Planning Group, LLC
CLOSED03,570-3,570-100%$286.8K$0-$286.8K2026-10-19
Parsons Capital Management Inc
CLOSED03,282-3,282-100%$263.6K$0-$263.6K2026-10-28
Kingswood Wealth Advisors, LLC
CLOSED02,604-2,604-100%$209.2K$0-$209.2K2026-10-23
International Assets Investment Management, LLC
CLOSED01,797-1,797-100%$143.8K$0-$143.8K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0865-865-100%$69.5K$0-$69.5K2026-11-06
Realta Investment Advisors
CLOSED0231-231-100%$18.6K$0-$18.6K2026-10-14
AdvisorNet Financial, Inc
CLOSED080-80-100%$6.4K$0-$6.4K2026-10-15
Raymond James Financial Inc
N/A—1,823,280-1,823,280-100%$146.5M———
Cetera Investment Advisers
N/A—1,343,883-1,343,883-100%$108.0M———
MML Investors Services, LLC
N/A—617,646-617,646-100%$49.6M———
Morgan Stanley
N/A—600,496-600,496-100%$48.2M———
Jones Financial Companies Lllp
N/A—552,306-552,306-100%$43.5M———
Osaic Holdings, Inc.
N/A—438,377-438,377-100%$35.2M———
Stratos Wealth Partners, Ltd.
N/A—360,268-360,268-100%$28.9M———
Wells Fargo & Company
N/A—298,799-298,799-100%$24.0M———
Royal Bank of Canada
N/A—236,466-236,466-100%$19.0M———
JPMorgan Chase & Co
N/A—226,959-226,959-100%$18.1M———
Cozad Asset Management Inc
N/A—133,507-133,507-100%$10.7M———
Magnolia Capital Advisors LLC
N/A—121,565-121,565-100%$9.8M———
Kingsview Wealth Management, LLC
N/A—91,930-91,930-100%$7.4M———
Private Advisor Group, LLC
N/A—85,107-85,107-100%$6.8M———
Evergreen Wealth Partners LLC
N/A—81,434-81,434-100%$6.5M———
Envestnet Asset Management Inc
N/A—71,941-71,941-100%$5.8M———
Castle Wealth Management LLC
N/A—68,720-68,720-100%$5.5M———
Cary Street Partners Financial LLC
N/A—63,776-63,776-100%$5.1M———
Northwestern Mutual Wealth Management Co
N/A—55,314-55,314-100%$4.4M———
D L Carlson Investment Group Inc
N/A—37,260-37,260-100%$3.0M———
Mutual Advisors, LLC
N/A—35,361-35,361-100%$2.8M———
Thoroughbred Financial Services, LLC
N/A—33,600-33,600-100%$2.7M———
Janney Montgomery Scott LLC
N/A—30,802-30,802-100%$2.5M———
Equitable Holdings, Inc.
N/A—23,247-23,247-100%$1.9M———
Susquehanna International Group, LLP
N/A—21,890-21,890-100%$1.8M———
Medallion Wealth Advisors, LLC
N/A—20,704-20,704-100%$1.5M———
Stifel Financial Corp
N/A—18,499-18,499-100%$1.5M———
Mayflower Financial Advisors, LLC
N/A—17,548-17,548-100%$1.4M———
Bessemer Group Inc
N/A—17,269-17,269-100%$1.4M———
World Investment Advisors
N/A—13,217-13,217-100%$949.1K———
5T Wealth, LLC
N/A—12,092-12,092-100%$971.4K———
Steward Partners Investment Advisory, LLC
N/A—11,096-11,096-100%$891.3K———
United Capital Financial Advisors, LLC
N/A—10,134-10,134-100%$813.7K———
National Philanthropic Trust
N/A—9,875-9,875-100%$793.3K———
Mercer Global Advisors Inc
N/A—8,281-8,281-100%$665.2K———
Focus Partners Advisor Solutions, LLC
N/A—7,982-7,982-100%$641.2K———
Integrated Wealth Concepts LLC
N/A—7,963-7,963-100%$639.7K———
Snowden Capital Advisors LLC
N/A—6,779-6,779-100%$544.6K———
Qube Research & Technologies Ltd
N/A—6,700-6,700-100%$538.2K———
Modern Wealth Management, LLC
N/A—6,302-6,302-100%$506.3K———
OneDigital Investment Advisors LLC
N/A—5,768-5,768-100%$463.3K———
Tower Research Capital LLC (TRC)
N/A—5,314-5,314-100%$426.9K———
Essex Financial Services, Inc.
N/A—4,973-4,973-100%$399.5K———
FMR LLC
N/A—4,601-4,601-100%$369.6K———
Resources Management Corp
N/A—4,357-4,357-100%$350.0K———
Ameriprise Financial Inc
N/A—4,264-4,264-100%$342.5K———
Brown Advisory Inc
N/A—4,248-4,248-100%$341.2K———
WNY Asset Management, LLC
N/A—3,443-3,443-100%$276.6K———
Bank of America Corp
N/A—3,253-3,253-100%$261.3K———
D. E. Shaw & Co., Inc.
N/A—3,137-3,137-100%$252.0K———
Gentry Private Wealth, LLC
N/A—2,658-2,658-100%$213.5K———
Pasadena Private Wealth, LLC
N/A—2,600-2,600-100%$208.9K———
Harbour Investments, Inc.
N/A—1,168-1,168-100%$93.8K———
1015 Capital Partners, LLC
N/A—1,150-1,150-100%$92.4K———
BFC Planning, Inc.
N/A—945-945-100%$75.9K———
Global Retirement Partners, LLC
N/A—752-752-100%$60.4K———
Ameriflex Group, Inc.
N/A—350-350-100%$28.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—335-335-100%$26.9K———
Regatta Research & Money Management
N/A—181-181-100%$14.5K———
AE Wealth Management LLC
N/A—167-167-100%$13.4K———
Capital Analysts, LLC
N/A—117-117-100%$9———
Johnson Financial Group, Inc.
N/A—56-56-100%$4.5K———
Whittier Trust Co of Nevada Inc
N/A—2-2-100%$161———
Showing 129 of 129 institutions