JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q2 2026 (June 30)508holders +25
62new positions
32sold out
2famous investors
$46.86avg. 13F price*
At the end of Q2 2026, 508 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 25 from Q1 2026. 62 opened new positions and 32 sold out. The largest holders were Betterment LLC ($1.3B), HB Wealth Management, LLC ($730.9M) and Morgan Stanley ($588.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Core Plus Bond ETF
- CUSIP
- 46641Q670
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $139.0M |
| Exits | 32 | $38.8M |
All 13F filers, Q1 2026 → Q2 2026: 61,429,349 shares bought and 4,801,078 shares sold, net +56,628,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 508 holders
| Betterment LLC | 2.26% | Add +355.8% | 28,416,622 | $1.3B |
| HB Wealth Management, LLC | 4.10% | Add +8.4% | 15,629,633 | $730.9M |
| Morgan Stanley | 0.03% | Add +49.8% | 12,525,713 | $588.0M |
| Raymond James Financial Inc. | 0.11% | Add +31.8% | 8,833,732 | $414.7M |
| Factory Mutual Insurance Co. | 3.52% | Add +36.5% | 7,983,314 | $374.7M |
| JPMorgan Chase & Co. | 0.02% | Add +36.7% | 7,576,615 | $356.9M |
| OpenArc Corporate Advisory, LLC | 3.02% | Add +12.6% | 5,415,913 | $254.2M |
| Mariner, LLC | 0.26% | Add +14.2% | 5,400,464 | $253.5M |
| Bank of America Corp. | 0.02% | Reduce -1.6% | 5,291,099 | $248.4M |
| Dynasty Wealth Management, LLC | 1.75% | Add +13.0% | 5,018,565 | $235.6M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +53.9% | 4,729,235 | $222.0M |
| Modern Wealth Management, LLC | 2.41% | Add +96.7% | 4,300,875 | $201.9M |
| Legacy Wealth Management, LLC | 9.97% | Add +4.9% | 4,057,660 | $190.5M |
| Janney Montgomery Scott LLC | 0.34% | Add +5.5% | 3,766,491 | $176.8M |
| Cetera Investment Advisers | 0.15% | Add +66.8% | 3,497,566 | $164.2M |
| HighTower Advisors, LLC | 0.15% | Add +5.4% | 3,398,048 | $159.5M |
| LPL Financial LLC | 0.04% | Add +99.3% | 3,334,790 | $156.5M |
| Valeo Financial Advisors, LLC | 2.92% | Add +7.6% | 3,126,531 | $138.1M |
| Moss Adams Wealth Advisors LLC | 8.51% | Add +10.6% | 2,903,040 | $136.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.1% | 2,877,606 | $135.1M |
| Summit Financial Strategies, Inc. | 9.23% | Add +6.1% | 2,800,552 | $131.5M |
| Osaic Holdings, Inc. | 0.14% | Add +17.8% | 2,614,575 | $122.7M |
| Vestmark Advisory Solutions, Inc. | 1.08% | Add +4.9% | 2,453,732 | $115.2M |
| Confluence Wealth Services, Inc. | 3.18% | Add +29.3% | 2,367,229 | $111.1M |
| Wells Fargo & Company | 0.02% | Reduce -2.7% | 2,340,725 | $109.9M |
| First Pacific Financial | 11.59% | Add +3.3% | 2,072,548 | $97.3M |
| McAdam, LLC | 3.58% | Add +50.5% | 1,973,980 | $92.7M |
| CGN Advisors LLC | 6.64% | Add +7.5% | 1,936,795 | $90.9M |
| Savant Capital, LLC | 0.27% | Reduce -8.0% | 1,925,537 | $90.4M |
| Grant Street Asset Management, Inc. | 13.98% | Add +3.3% | 1,817,615 | $85.3M |
| First Washington CORP | 19.87% | Add +12.4% | 1,737,492 | $81.6M |
| Avantax Planning Partners, Inc. | 2.02% | Add +3.0% | 1,725,261 | $81.0M |
| Bogart Wealth, LLC | 2.76% | Add +9.3% | 1,716,003 | $80.5M |
| Capital Analysts, LLC | 1.80% | Add +7.0% | 1,661,909 | $78.0M |
| D.B. Root & Company, LLC | 16.33% | Add +6.3% | 1,637,457 | $76.9M |
| Hughes Financial Services, LLC | 10.08% | Add +7.5% | 1,620,206 | $76.1M |
| Captrust Financial Advisors | 0.11% | Add +5.3% | 1,568,916 | $73.6M |
| Allen Capital Group, LLC | 5.90% | Add +4.3% | 1,534,156 | $72.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +8.4% | 1,483,464 | $69.6M |
| Daymark Wealth Partners, LLC | 1.68% | Add +96.2% | 1,470,403 | $69.0M |
| MML Investors Services, LLC | 0.13% | Add +72.6% | 1,377,499 | $64.7M |
| Kintra Wealth, LLC | 3.35% | Add +108.8% | 1,384,507 | $64.1M |
| Corient Private Wealth LP | 0.09% | Add +30.2% | 1,344,031 | $63.1M |
| Sentinel Pension Advisors, LLC | 8.15% | Add +5.5% | 1,333,579 | $62.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +11.9% | 1,328,664 | $61.8M |
| Wiser Wealth Management, Inc | 11.81% | Add +2.3% | 1,314,982 | $61.7M |
| Bluespring Wealth Management, LLC | 1.18% | Add +57.4% | 1,307,709 | $61.4M |
| Bouchey Financial Group, Ltd. | 3.82% | Add +38.1% | 1,261,080 | $59.2M |
| Jones Financial Companies LLLP | 0.02% | Add +27.7% | 1,200,263 | $56.5M |
| PNC Financial Services Group, Inc. | 0.03% | Add +21.9% | 1,177,891 | $55.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 5.42% | Add +9.5% | 1,140,151 | $53.6M |
| Harbor Group, Inc. | 6.03% | Add +2.1% | 1,094,360 | $51.4M |
| Prudent Investors Network, Inc. | 9.82% | New | 1,079,613 | $50.7M |
| Truist Financial Corp. | 0.05% | Add +60.7% | 977,779 | $45.9M |
| Berger Financial Group, Inc | 2.24% | Add +6.7% | 934,157 | $43.8M |
| Stifel Financial Corp. | 0.03% | Add +13.1% | 885,704 | $41.6M |
| Alps Advisors Inc. | 0.19% | Add +134.1% | 876,310 | $41.1M |
| Joseph Group Capital Management | 8.50% | Add +4.5% | 862,060 | $40.5M |
| Voisard Asset Management Group, Inc. | 7.65% | Add +9.8% | 861,280 | $40.4M |
| Johnson Financial Group, Inc. | 1.33% | Add +48.8% | 858,571 | $40.3M |
| Aspen Wealth Management LLC | 6.80% | Add +11.0% | 852,446 | $40.0M |
| Destiny Wealth Partners, LLC | 5.63% | Reduce -0.5% | 864,714 | $39.9M |
| Tradition Wealth Management, LLC | 2.41% | Add +5.2% | 838,089 | $39.3M |
| Avidian Wealth Enterprises, LLC | 1.05% | Add +4.4% | 805,719 | $37.8M |
| Hartford Financial Management Inc. | 8.05% | Add +8.8% | 768,534 | $36.1M |
| Focus Partners Wealth | 0.04% | Add +639.4% | 742,996 | $34.9M |
| Continuum Advisory, LLC | 2.79% | Add +3.1% | 735,937 | $34.5M |
| Forum Private Client Group LLC | 9.99% | Add +5.4% | 714,849 | $33.6M |
| Verus Capital Partners, LLC | 1.82% | Add +20.6% | 714,345 | $33.5M |
| Crusonia Wealth Advisors LLC | 5.48% | Add +9.1% | 710,974 | $33.4M |
| Apella Capital, LLC | 0.46% | Add +7.1% | 692,502 | $32.2M |
| Kelly Financial Group LLC | 7.16% | Add +5.1% | 686,820 | $32.2M |
| Bank of New York Mellon Corp | 0.01% | Add +16.9% | 675,324 | $31.7M |
| IMA Advisory Services, Inc. | 1.97% | Add +15.8% | 670,530 | $31.5M |
| Walkner Condon Financial Advisors LLC | 3.56% | Add +12.2% | 658,867 | $30.9M |
| 46 Peaks LLC | 18.99% | Add +5.3% | 643,426 | $30.2M |
| Ocean Park Asset Management, LLC | 1.41% | New | 622,400 | $29.2M |
| Tarbox Family Office, Inc. | 4.18% | Add +4.0% | 622,035 | $29.2M |
| Cerity Partners LLC | 0.04% | Reduce -2.7% | 620,739 | $29.1M |
| FAS Wealth Partners, Inc. | 1.52% | Add +51.1% | 620,441 | $29.1M |
| D.A. Davidson & Co. | 0.16% | Add +14.4% | 618,038 | $29.0M |
| Aptus Capital Advisors, LLC | 0.21% | Add +0.5% | 617,587 | $29.0M |
| Guardian Wealth Advisors, LLC / NC | 1.64% | Add +0.5% | 617,587 | $29.0M |
| Mach-1 Financial Group, LLC | 11.16% | Reduce -0.7% | 613,574 | $28.8M |
| Mascoma Wealth Management LLC | 5.22% | Add +6.9% | 600,244 | $28.2M |
| Founders Financial Securities LLC | 1.42% | Add +16.7% | 589,566 | $27.7M |
| WealthPlan Investment Management, LLC | 1.36% | Add +42.9% | 581,531 | $27.3M |
| Horizon Investments, LLC | 0.29% | Reduce -42.1% | 572,286 | $26.7M |
| AlphaCore Capital LLC | 0.48% | Reduce -1.8% | 552,176 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 543,683 | $25.5M |
| Waterloo Capital, L.P. | 1.43% | Add +20.0% | 540,035 | $25.3M |
| Magnus Financial Group LLC | 1.78% | Add +7.6% | 531,372 | $24.9M |
| Spire Wealth Management | 0.75% | Add +0.0% | 531,055 | $24.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.3% | 498,974 | $23.4M |
| TD Capital Management LLC | 1.86% | Add +17.8% | 485,392 | $22.8M |
| Fagan Associates, Inc. | 2.80% | Add +8.8% | 484,437 | $22.7M |
| Bond & Devick Financial Network, Inc. | 5.56% | Add +5.1% | 480,768 | $22.6M |
| Stephens Inc. | 0.25% | Add +1.6% | 471,767 | $22.1M |
| Steele Capital Management, Inc. | 0.81% | Reduce -2.4% | 471,492 | $22.1M |
| Baird Financial Group, Inc. | 0.03% | Add +0.9% | 471,415 | $22.1M |
| Peterson Wealth Advisors, LLC | 2.60% | Add +4.1% | 468,994 | $22.0M |
| American Money Management, LLC | 3.12% | Add +3.0% | 465,390 | $21.8M |
| Blue Water Asset Management | 7.05% | Add +2.7% | 465,341 | $21.8M |
| Kickstand Ventures, Llc. | 3.92% | Reduce -9.9% | 459,648 | $21.6M |
| Royal Bank of Canada | 0.00% | Reduce -37.4% | 459,380 | $21.6M |
| Core Wealth Advisors, LLC | 15.34% | Add +29.7% | 443,398 | $20.8M |
| Trinity Legacy Partners, LLC | 4.12% | Add +12.8% | 443,210 | $20.6M |
| Mutual Advisors, LLC | 0.38% | Reduce -2.3% | 434,672 | $20.4M |
| Selby Wealth Management, LLC | 6.98% | Add +6.4% | 419,253 | $19.7M |
| Royal Harbor Partners, LLC | 6.07% | Reduce -2.5% | 417,593 | $19.6M |
| HUB Investment Partners, LLC | 0.36% | Add +6.4% | 412,214 | $19.3M |
| Atria Investments, Inc | 0.19% | Add +10.5% | 407,138 | $19.1M |
| Riverchase Wealth Management, LLC | 8.83% | Add +3.1% | 403,571 | $18.9M |
| Invst, LLC | 1.84% | Add +8.9% | 402,050 | $18.9M |
| BankPlus Wealth Management LLC | 7.84% | Add +4.4% | 371,116 | $17.4M |
| SouthState Bank Corp | 0.72% | Reduce -4.8% | 368,538 | $17.3M |
| Financial Partners Group, Inc | 1.68% | Add +8.4% | 352,065 | $16.5M |
| Cooper/Haims Advisors, LLC | 6.50% | Reduce -0.5% | 322,008 | $15.1M |
| FMA Wealth Management, LLC | 9.28% | Reduce -1.0% | 308,677 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.2% | 305,891 | $14.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +434.1% | 304,307 | $14.3M |
| Nations Financial Group Inc, /Ia/ | 0.68% | Add +10.8% | 303,529 | $14.2M |
| Money Concepts Capital Corp. | 0.66% | Add +99.0% | 302,811 | $14.2M |
| Stadion Money Management, LLC | 1.21% | Add +1.2% | 300,845 | $14.1M |
| Lawood & Co. | 9.30% | New | 292,677 | $13.7M |
| Acima Private Wealth, LLC | 3.98% | Add +4.3% | 291,629 | $13.7M |
| MBL Wealth, LLC | 0.93% | Add +26.8% | 290,410 | $13.6M |
| JFS Wealth Advisors, LLC | 0.67% | Add +5.6% | 286,913 | $13.5M |
| Blume Capital Management, Inc. | 1.99% | Add +0.5% | 286,555 | $13.5M |
| Econ Financial Services Corp | 6.28% | Add +18.5% | 286,248 | $13.4M |
| Visionary Wealth Advisors | 0.53% | Add +81.2% | 286,118 | $13.4M |
| Alpine Bank Wealth Management | 1.67% | Reduce -85.6% | 277,752 | $13.0M |
| Per Stirling Capital Management, LLC. | 1.19% | Add +8.6% | 266,337 | $12.5M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -6.0% | 265,724 | $12.5M |
| Trademark Financial Management, LLC | 5.06% | Add +14.7% | 263,023 | $12.3M |
| Clarity Wealth Advisors, LLC | 2.18% | Add +7.3% | 262,601 | $12.3M |
| Sierra Ocean, LLC | 8.50% | Add +5.4% | 261,576 | $12.3M |
| Greenbush Financial Group, LLC | 3.58% | Add +10.1% | 259,553 | $12.2M |
| Smithbridge Asset Management Inc. | 1.64% | Add +4.3% | 257,075 | $12.1M |
| Sprinkle Financial Consultants LLC | 4.70% | Add +14.6% | 255,479 | $12.0M |
| Sagespring Wealth Partners, LLC | 0.18% | Add +9.1% | 250,776 | $11.8M |
| Floyd Financial Group LLC | 7.69% | Add +14.1% | 253,334 | $11.8M |
| Landmark Wealth Management, LLC | 2.76% | Add +9.2% | 246,133 | $11.6M |
| BridgePort Financial Solutions, LLC | 2.90% | Reduce -29.5% | 243,056 | $11.4M |
| Cannon Wealth Management Services, LLC | 6.17% | Add +9.0% | 240,208 | $11.3M |
| Triad Wealth Partners, LLC | 0.64% | Reduce -9.7% | 236,043 | $10.9M |
| Embree Financial Group | 1.08% | Add +22.2% | 229,714 | $10.8M |
| Essex Financial Services, Inc. | 0.53% | Add +63.0% | 226,368 | $10.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +130.2% | 225,819 | $10.6M |
| WBH Advisory Inc. | 0.68% | Add +12.0% | 216,414 | $10.2M |
| Cedar Point Capital Partners, LLC | 5.81% | Add +2.0% | 215,088 | $10.1M |
| Newman Dignan & Sheerar, Inc. | 1.92% | Add +663.1% | 214,133 | $10.1M |
| Arbor Trust Wealth Advisors, LLC | 3.97% | Reduce -8.4% | 210,019 | $9.9M |
| Milestone Investment Advisors LLC | 2.10% | Reduce -13.3% | 206,848 | $9.7M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -4.8% | 203,913 | $9.6M |
| Whitegate Investment Counselors, Inc. | 2.67% | Add +25.5% | 199,581 | $9.4M |
| Oppenheimer & Co. Inc. | 0.10% | Add +10.7% | 195,359 | $9.2M |
| Thrivent Financial for Lutherans | 0.02% | New | 192,851 | $9.1M |
| Merited Wealth, LLC | 6.39% | Add +80.0% | 192,594 | $9.0M |
| 5T Wealth, LLC | 3.36% | Add +1.2% | 191,967 | $9.0M |
| Shore Point Advisors, LLC | 2.94% | Add +495.8% | 182,935 | $8.6M |
| Alpha Advisors, LLC | 6.37% | Add +8.3% | 180,457 | $8.5M |
| Base Wealth Management LLC | 3.92% | Add +17.7% | 179,326 | $8.4M |
| Ignite Planners, LLC | 1.12% | Add +1.9% | 174,056 | $8.2M |
| Composition Wealth, LLC | 0.09% | Reduce -1.6% | 170,213 | $8.0M |
| Trivium Point Advisory, LLC | 0.72% | Add +101.6% | 170,038 | $8.0M |
| MN Wealth Advisors, LLC | 3.37% | Add +8.2% | 168,420 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +5.2% | 160,120 | $7.5M |
| Apollon Wealth Management, LLC | 0.09% | Add +1.5% | 156,796 | $7.4M |
| Tableaux LLC | 3.08% | Add +4.3% | 155,913 | $7.3M |
| Kellett Wealth Advisors, LLC | 3.40% | Add +1.7% | 155,502 | $7.3M |
| Lodestar Private Asset Management LLC | 0.61% | Reduce -1.4% | 151,302 | $7.1M |
| N.E.W. Advisory Services LLC | 0.47% | Reduce -20.1% | 149,815 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Add +1248.4% | 148,218 | $7.0M |
| Mather Group, Llc. | 0.06% | Add +1.6% | 146,474 | $6.9M |
| KOM Wealth Management Group, LLC | 4.10% | Add +48.6% | 144,430 | $6.8M |
| Wesbanco Bank Inc. | 0.17% | Reduce -10.1% | 142,700 | $6.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -18.4% | 142,594 | $6.7M |
| Heritage Wealth Management, Inc. | 1.58% | Add +6.1% | 135,075 | $6.3M |
| Principal Securities, Inc. | 0.07% | Add +5.4% | 132,529 | $6.2M |
| Courier Capital LLC | 0.31% | Add +18.6% | 131,655 | $6.2M |
| Elevation Point Wealth Partners, LLC | 0.11% | New | 126,799 | $6.0M |
| Houlihan Financial Resource Group, Ltd. | 2.10% | Add +4.1% | 125,465 | $5.9M |
| WealthPLAN Partners, LLC | 1.12% | Add +146.5% | 124,686 | $5.9M |
| Philip James Wealth Mangement, LLC | 0.67% | Reduce -6.4% | 122,908 | $5.8M |
| Prosperity Bancshares Inc | 3.73% | Add +34.6% | 121,429 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.5% | 121,303 | $5.7M |
| Acorn Wealth Advisors, LLC | 1.27% | Add +28.1% | 110,914 | $5.2M |
| Snowden Capital Advisors LLC | 0.12% | Add +6.6% | 110,756 | $5.2M |
| Waverly Advisors, LLC | 0.03% | Add +2002.5% | 108,298 | $5.1M |
| Investment Counsel Co. of Nevada | 9.30% | Add +1.2% | 106,092 | $5.0M |
| Gotham Asset Management | 0.01% | Add +35.8% | 104,736 | $4.9M |
| Bluedoor Private Wealth, LLC | 2.04% | Add +18.2% | 102,979 | $4.8M |
| James J. Burns & Company, LLC | 0.52% | Add +6.2% | 102,838 | $4.8M |
| Summit Wealth Partners, LLC | 0.69% | Add +2.2% | 102,491 | $4.8M |
| United Advisor Group, LLC | 0.50% | Add +4.9% | 100,807 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Add +78.6% | 100,366 | $4.7M |
| Mayfair Advisory Group, LLC | 1.40% | Add +23.4% | 100,156 | $4.6M |
| Indivisible Partners | 0.25% | Add +11.1% | 96,062 | $4.5M |
| Patten Group, Inc. | 0.69% | Add +8.0% | 94,013 | $4.4M |
| AssuredPartners Investment Advisors, LLC | 0.43% | Add +2.7% | 93,913 | $4.4M |
| Grey Ledge Advisors, LLC | 0.85% | Add +2.0% | 90,477 | $4.2M |
| Harbour Investments, Inc. | 0.06% | Add +1.2% | 87,671 | $4.1M |
| Independent Advisor Alliance | 0.10% | Add +7.5% | 86,448 | $4.1M |
| Stewardship Concepts Financial Services LLC | 2.68% | Add +13.6% | 84,939 | $4.0M |
| AE Wealth Management LLC | 0.02% | Add +23.6% | 83,121 | $3.9M |
| BCGM Wealth Management, LLC | 0.82% | Add +22.7% | 82,867 | $3.9M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -7.1% | 82,405 | $3.9M |
| Islay Capital Management, LLC | 1.82% | Add +101.2% | 82,197 | $3.9M |
| Capital Planning LLC | 1.11% | Reduce -12.2% | 81,553 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Add +0.3% | 80,917 | $3.8M |
| Hopwood Nicholas Hunter | 1.04% | Add +17.1% | 80,853 | $3.8M |
| Legacy Edge Advisors, LLC | 0.35% | Add +59.4% | 80,818 | $3.8M |
| Summit Financial, LLC | 0.04% | Add +1.2% | 80,148 | $3.8M |
| World Investment Advisors | 0.06% | No change | 75,780 | $3.6M |
| Lionsbridge Wealth Management LLC | 3.45% | Reduce -3.6% | 74,826 | $3.5M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Reduce -2.3% | 73,946 | $3.5M |
| Beto Financial Group, LLC | 1.80% | Reduce -21.5% | 73,949 | $3.4M |
| Arete Wealth Advisors, LLC | 0.22% | Add +15.0% | 71,921 | $3.4M |
| WealthCare Investment Partners, LLC | 0.81% | Add +1453.0% | 71,421 | $3.4M |
| United Community Bank | 1.02% | Add +18.9% | 70,569 | $3.3M |
| Flow Traders U.S. LLC | 0.14% | New | 70,509 | $3.3M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Add +48.2% | 69,053 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +49.0% | 67,341 | $3.2M |
| Fifth Third Securities, Inc. | 0.18% | Add +16.9% | 67,129 | $3.2M |
| Saxony Capital Management, LLC | 1.44% | Reduce -5.3% | 66,785 | $3.1M |
| Ascent Group, LLC | 0.09% | Reduce -7.4% | 63,693 | $3.0M |
| Boyum Wealth Architects LLC | 1.18% | Add +26.0% | 63,897 | $3.0M |
| Capital Advisors Wealth Management, LLC | 0.34% | Add +8.1% | 62,298 | $2.9M |
| LexAurum Advisors, LLC | 0.34% | Add +3.9% | 62,248 | $2.9M |
| Towne Trust Company, N.A | 0.89% | Add +23.9% | 62,084 | $2.9M |
| Independent Financial Group, LLC | 0.05% | Add +9.6% | 61,524 | $2.9M |
| Greenline Wealth Management LLC | 2.37% | Add +33.0% | 61,518 | $2.9M |
| HighPoint Advisor Group LLC | 0.10% | New | 60,588 | $2.8M |
| Trustmark Bank Trust Department | 0.16% | Reduce -0.2% | 58,900 | $2.8M |
| BankPlus Trust Department | 0.64% | Add +2.2% | 58,109 | $2.7M |
| Rothschild Capital Partners, LLC | 0.58% | Add +96.8% | 57,439 | $2.7M |
| TBH Global Asset Management, LLC | 0.49% | Reduce -37.9% | 57,377 | $2.7M |
| IFP Advisors, Inc | 0.05% | Add +9.1% | 56,687 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -36.6% | 55,852 | $2.6M |
| Owl Creek Wealth Partners LLC | 0.76% | Reduce -16.9% | 55,401 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +32.5% | 55,273 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +5.6% | 54,315 | $2.5M |
| Ellis Investment Partners, LLC | 0.39% | Add +18.6% | 54,166 | $2.5M |
| Autumn Glory Partners, LLC | 0.71% | No change | 53,651 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +360.3% | 173,430 | $2.5M |
| MidAtlantic Capital Management, Inc. | 1.55% | Reduce -15.3% | 53,225 | $2.5M |
| Creative Planning | 0.00% | Reduce -5.1% | 52,618 | $2.5M |
| Fiduciary Financial Advisors | 0.25% | New | 51,877 | $2.4M |
| Benjamin Edwards Inc. | 0.02% | Add +4.1% | 51,408 | $2.4M |
| Smallwood Wealth Investment Management, LLC | 1.04% | Add +20.1% | 50,655 | $2.4M |
| Oak Barrel Wealth Advisory LLC | 1.04% | — | 50,149 | $2.4M |
| West Michigan Advisors, LLC | 0.43% | Reduce -0.7% | 48,686 | $2.3M |
| First Commonwealth Financial Corp | 0.32% | No change | 48,514 | $2.3M |
| Arkadios Wealth Advisors | 0.03% | Add +14.0% | 48,080 | $2.3M |
| Quad-Cities Investment Group, LLC | 0.79% | Add +1.6% | 46,897 | $2.2M |
| PDS Planning, Inc | 0.13% | Add +9.9% | 46,553 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.3% | 44,386 | $2.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +72.9% | 44,157 | $2.1M |
| Krilogy Financial LLC | 0.06% | Add +152.5% | 43,303 | $2.0M |
| John W. Brooker & Co., CPAs | 2.37% | Reduce -28.1% | 41,834 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.58% | Reduce -8.6% | 41,786 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.4% | 41,272 | $1.9M |
| Wayfinding Financial, LLC | 0.73% | Add +4.3% | 41,145 | $1.9M |
| Kingsview Wealth Management, LLC | 0.02% | Add +8.1% | 39,194 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -36.0% | 39,148 | $1.8M |
| AdvisorNet Financial, Inc | 0.08% | Add +30.1% | 38,996 | $1.8M |
| Rosenberg Matthew Hamilton | 0.34% | Add +4.8% | 38,841 | $1.8M |
| Emerald Advisors, LLC | 0.23% | New | 38,783 | $1.8M |
| Gentry Private Wealth, LLC | 0.93% | Add +2.9% | 38,294 | $1.8M |
| Fiduciary Alliance LLC | 0.12% | Reduce -3.0% | 37,603 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.35% | Add +26.4% | 37,292 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +0.4% | 37,284 | $1.8M |
| TopTier Wealth Management, LLC | 1.02% | Reduce -1.0% | 35,830 | $1.7M |
| Sowell Financial Services LLC | 0.05% | Add +2.3% | 34,822 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Add +56.7% | 34,224 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Add +7.2% | 33,601 | $1.6M |
| Global Retirement Partners, LLC | 0.02% | — | 33,353 | $1.6M |
| Legacy Wealth Managment, LLC | 0.64% | Reduce -22.1% | 33,224 | $1.6M |
| DeLarme Wealth Management, Inc. | 0.87% | Add +3.5% | 32,040 | $1.5M |
| Aprio Wealth Management, LLC | 0.07% | Add +630.8% | 31,950 | $1.5M |
| CRA Financial Services, LLC | 0.17% | Add +0.8% | 31,440 | $1.5M |
| JM2 Capital Inc. | 0.99% | Add +3.4% | 30,709 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.28% | Reduce -4.6% | 30,339 | $1.4M |
| Sequent Planning LLC | 0.30% | Reduce -1.1% | 30,292 | $1.4M |
| XY Planning Network, Inc. | 0.18% | Add +26.5% | 30,236 | $1.4M |
| Copper Harbor Investment Advisors, LLC | 0.29% | — | 29,098 | $1.4M |
| Nolet Wealth Management, LLC | 0.74% | Add +1.8% | 28,444 | $1.3M |
| Retirement Planning Group, LLC | 0.03% | Reduce -7.2% | 28,329 | $1.3M |
| Retirement Guys Formula LLC | 0.50% | Add +1.4% | 28,286 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 27,839 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.22% | No change | 27,695 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.26% | Add +4.0% | 27,610 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +12.2% | 27,093 | $1.3M |
| Diversify Advisory Services, LLC | 0.02% | Add +294.2% | 27,630 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -24.7% | 27,630 | $1.3M |
| Goldstone Financial Group, LLC | 0.11% | Reduce -0.8% | 26,709 | $1.3M |
| Menard Financial Group LLC | 0.68% | Reduce -13.9% | 26,560 | $1.2M |
| Helium Advisors LLC | 1.04% | New | 26,445 | $1.2M |
| Elevation Wealth Management LLC | 0.93% | Add +3.0% | 26,371 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +14.9% | 25,441 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.62% | Reduce -4.3% | 24,759 | $1.2M |
| Independent Wealth Network Inc. | 0.29% | Add +9.6% | 24,637 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +67.5% | 24,508 | $1.2M |
| Accelerate Investment Advisors LLC | 0.64% | New | 23,592 | $1.1M |
| Nicolet Bankshares Inc. | 0.03% | Add +143.2% | 22,373 | $1.0M |
| LWM Advisory Services, LLC | 1.84% | New | 21,989 | $1.0M |
| Kuhn & Co Investment Counsel | 0.59% | Add +4.9% | 21,623 | $1.0M |
| Balboa Wealth Partners | 0.14% | Add +7.7% | 21,617 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.23% | Add +11.3% | 21,573 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 21,568 | $1.0M |
| First Citizens Financial Corp | 0.42% | Add +2.9% | 21,561 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.1% | 21,449 | $1.0M |
| Summit Trail Advisors, LLC | 0.01% | Add +153.3% | 21,411 | $1.0M |
| Comprehensive Wealth Management, LLC | 0.46% | New | 21,231 | $997K |
| SeaCrest Wealth Management, LLC | 0.11% | Add +6.6% | 21,210 | $996K |
| Opus Financial Solutions LLC | 0.80% | Add +8.0% | 21,025 | $987K |
| OneDigital Investment Advisors LLC | 0.01% | Add +49.2% | 20,697 | $972K |
| RMR Wealth Builders | 0.06% | Reduce -41.1% | 20,361 | $956K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -27.7% | 20,344 | $955K |
| DAVENPORT & Co LLC | 0.00% | Add +15.9% | 20,028 | $940K |
| USAdvisors Wealth Management, LLC | 0.27% | Add +4.0% | 19,796 | $929K |
| Unique Wealth, LLC | 0.10% | Add +158.7% | 19,178 | $900K |
| Sigma Planning Corp | 0.02% | Add +2.4% | 19,126 | $898K |
| Ameritas Advisory Services, LLC | 0.02% | Add +99.5% | 18,745 | $880K |
| Mainsail Financial Group, LLC | 0.30% | Reduce -63.8% | 18,744 | $880K |
| Capstone Wealth Management, Inc. | 0.66% | Add +2.0% | 18,764 | $877K |
| Brio Consultants, LLC | 0.10% | Add +2.9% | 18,536 | $870K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 18,399 | $864K |
| D'Orazio & Associates, Inc. | 0.10% | Add +13.7% | 18,172 | $853K |
| Magnolia Capital Advisors LLC | 0.14% | Add +69.9% | 17,976 | $844K |
| Brand Asset Management Group, Inc. | 0.18% | Add +79.1% | 17,762 | $834K |
| Cedarwood Wealth LLC | 0.63% | Add +23.2% | 17,732 | $832K |
| Geneos Wealth Management Inc. | 0.02% | Add +2.3% | 17,717 | $832K |
| &partners | 0.00% | Reduce -24.7% | 17,488 | $821K |
| Axis Wealth Partners, LLC | 0.39% | Add +0.8% | 17,322 | $813K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -52.1% | 16,750 | $786K |
| FWG Holdings, LLC | 0.27% | Add +1.1% | 16,990 | $785K |
| Trust Co | 0.07% | Add +31.5% | 16,429 | $771K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.8% | 16,407 | $770K |
| Advisory Services Network, LLC | 0.01% | Add +25.4% | 16,107 | $756K |
| Ballast Financial Advisors LLC | 0.68% | Add +1.3% | 15,965 | $749K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +27.4% | 15,885 | $746K |
| Richmond Investment Services, LLC | 0.23% | New | 15,367 | $721K |
| Carmel Capital Partners, LLC | 0.24% | New | 15,197 | $713K |
| Allworth Financial LP | 0.00% | Reduce -4.2% | 15,092 | $708K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -15.4% | 14,912 | $700K |
| Emergent Wealth Advisors, LLC | 0.36% | Add +0.3% | 14,790 | $694K |
| First Heartland Consultants, Inc. | 0.04% | Add +26.0% | 14,402 | $676K |
| Members Wealth LLC | 0.37% | New | 14,251 | $669K |
| 1015 Capital Partners, LLC | 0.55% | Add +0.8% | 14,095 | $662K |
| Aegis Wealth Management, Inc. | 0.43% | Add +36.0% | 14,054 | $660K |
| Chapin Davis, Inc. | 0.11% | No change | 13,623 | $639K |
| Peck Wealth Management, LLC | 0.54% | Reduce -60.9% | 13,568 | $637K |
| Balance Wealth Partners LLC | 0.17% | Reduce -1.4% | 13,347 | $627K |
| Axxcess Wealth Management, LLC | 0.01% | New | 13,309 | $625K |
| Centurion Wealth Management LLC | 0.15% | Reduce -54.6% | 13,093 | $615K |
| Gateway Wealth Partners, LLC | 0.04% | New | 12,893 | $605K |
| Valmark Advisers, Inc. | 0.01% | Reduce -76.8% | 12,725 | $597K |
| Strive Financial Group ,LLC | 0.26% | New | 12,652 | $594K |
| COFG Advisors, LLC | 0.10% | New | 12,413 | $583K |
| Burnham & Co LLC | 0.46% | — | 12,177 | $572K |
| Mosaic Financial Group, LLC | 0.36% | Add +0.9% | 12,054 | $566K |
| Northern Trust Corp. | 0.00% | Add +1.4% | 12,031 | $565K |
| Regal Investment Advisors LLC | 0.03% | Add +32.6% | 11,829 | $555K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -4.1% | 11,789 | $553K |
| Uptick Partners, LLC | 0.08% | Add +41.1% | 11,515 | $541K |
| JT Stratford LLC | 0.06% | New | 11,427 | $536K |
| First American Bank | 0.03% | Add +1.2% | 11,285 | $530K |
| Diversified Portfolios, Inc. | 0.04% | New | 11,200 | $526K |
| Bci Securities, Inc. | 4.50% | Reduce -8.0% | 11,126 | $522K |
| Five Oceans Advisors | 0.17% | New | 10,937 | $513K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.5% | 10,737 | $504K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,703 | $502K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -79.9% | 10,701 | $502K |
| FMR LLC | 0.00% | Add +1794.7% | 10,648 | $500K |
| Ankerstar Wealth, LLC | 0.41% | Reduce -15.3% | 10,350 | $486K |
| MSH Capital Advisors LLC | 0.08% | New | 10,231 | $480K |
| RDA Financial Network | 0.10% | Add +7.1% | 10,061 | $472K |
| BAM Wealth Management, LLC | 0.29% | Add +0.7% | 9,851 | $462K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -41.7% | 9,800 | $460K |
| UBS Group AG | 0.00% | Add +334.8% | 9,409 | $442K |
| Firethorn Wealth Partners, LLC | 0.14% | Add +3.0% | 9,407 | $442K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,284 | $436K |
| Elm3 Financial Group, LLC | 0.29% | Add +1.9% | 8,978 | $421K |
| MAI Capital Management | 0.00% | Reduce -5.8% | 8,861 | $416K |
| Choreo, LLC | 0.00% | Add +39.2% | 8,841 | $415K |
| Baker Tilly Wealth Management, LLC | 0.09% | New | 8,678 | $407K |
| Layline Advisors, LLC | 0.36% | Reduce -54.4% | 8,488 | $398K |
| Florida Financial Advisors, LLC | 0.06% | Add +16.5% | 8,148 | $382K |
| Summit Wealth Group LLC / Co. | 0.03% | No change | 8,087 | $380K |
| Lee Financial Co | 0.05% | New | 8,034 | $377K |
| Sutton Place Investors LLC | 0.18% | Reduce -6.3% | 7,929 | $372K |
| Savvy Advisors, Inc. | 0.01% | Add +16.5% | 7,762 | $364K |
| WealthTrak Capital Management LLC | 0.24% | Reduce -0.1% | 7,735 | $363K |
| Rasp Wealth Solutions, LLC | 0.12% | — | 7,698 | $361K |
| Revisor Wealth Management LLC | 0.09% | New | 7,578 | $356K |
| Security National Bank of So Dak | 0.16% | New | 7,513 | $353K |
| Plan Group Financial, LLC | 0.07% | Reduce -5.5% | 7,501 | $352K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -1.9% | 7,434 | $349K |
| StoneX Group Inc. | 0.01% | New | 7,117 | $334K |
| Wills Financial Group LLC | 0.12% | No change | 7,094 | $333K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 7,085 | $333K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -0.1% | 6,905 | $324K |
| Semus Wealth Partners LLC | 0.16% | Add +4.8% | 6,849 | $321K |
| Bravera Wealth | 0.12% | Reduce -0.6% | 6,688 | $314K |
| Carolina Wealth Management Inc | 0.14% | — | 6,458 | $303K |
| Quantum Financial Planning Services, Inc. | 0.09% | New | 6,420 | $301K |
| Impact Capital Partners LLC | 0.08% | Add +1.2% | 6,350 | $298K |
| Cahill Financial Advisors Inc. | 0.03% | Add +12.3% | 6,289 | $295K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.2% | 6,163 | $289K |
| Martin Investment Management, LLC | 0.10% | No change | 6,114 | $287K |
| Strategic Financial Concepts, LLC | 0.08% | Add +11.1% | 6,012 | $282K |
| Johnson Financial Group, LLC | 0.02% | New | 6,010 | $282K |
| Skyline Advisors, Inc. | 0.09% | New | 5,978 | $281K |
| National Philanthropic Trust | 0.00% | New | 5,920 | $278K |
| Fortune Financial Advisors, LLC | 0.12% | Add +0.4% | 5,763 | $271K |
| New Wave Wealth Advisors LLC | 0.07% | Add +3.0% | 5,761 | $270K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -55.7% | 5,689 | $267K |
| AQR Capital Management | 0.00% | Add +21.9% | 5,688 | $267K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -12.8% | 5,647 | $265K |
| Linscomb Wealth, Inc. | 0.01% | No change | 5,511 | $259K |
| Putney Financial Group LLC | 0.23% | New | 5,464 | $256K |
| Mgo One Seven LLC | 0.00% | Add +4.3% | 5,437 | $255K |
| Security National Bank of Sioux City Iowa | 0.10% | New | 5,428 | $255K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 5,391 | $253K |
| Western Wealth Management, LLC | 0.01% | New | 5,358 | $252K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -15.1% | 5,330 | $250K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,218 | $245K |
| Defined Wealth Management, LLC | 0.12% | New | 5,120 | $240K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.5% | 5,056 | $237K |
| Arax Advisory Partners | 0.00% | Add +156.0% | 5,038 | $236K |
| M.E. Allison & Co., Inc. | 0.14% | No change | 5,025 | $236K |
| Mathes Company, Inc. | 0.07% | No change | 5,000 | $235K |
| Boyce & Associates Wealth Consulting, Inc. | 0.16% | New | 4,983 | $234K |
| WESPAC Advisors, LLC | 0.11% | No change | 4,973 | $233K |
| Maia Wealth LLC | 0.03% | Reduce -51.6% | 4,904 | $230K |
| Aurdan Capital Management, LLC | 0.06% | New | 4,788 | $225K |
| US Bancorp \de | 0.00% | Add +210.5% | 4,720 | $222K |
| Wealthspire Retirement, LLC | 0.01% | New | 4,653 | $218K |
| Fragasso Financial Advisors Inc | 0.01% | Add +9.0% | 4,645 | $218K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 4,608 | $216K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 4,567 | $214K |
| Tidemark, LLC | 0.05% | New | 4,522 | $212K |
| Next Level Wealth Planning, LLC | 0.09% | No change | 4,500 | $211K |
| Burk Holdings LLC | 0.08% | Add +348.2% | 4,442 | $209K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +100.9% | 4,429 | $208K |
| Members Trust Co | 0.01% | New | 4,400 | $207K |
| Forum Finance Group S.A. | 0.07% | No change | 5,260 | $200K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | Add +16.3% | 4,247 | $199K |
| Cape Investment Advisory, Inc. | 0.05% | New | 3,749 | $176K |
| LGT Financial Advisors LLC | 0.88% | Add +3.9% | 3,530 | $166K |
| Capital Investment Counsel, Inc | 0.02% | No change | 3,400 | $160K |
| Key Financial Inc | 0.03% | New | 3,300 | $155K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +26.9% | 2,706 | $127K |
| Obsidian Cio, LLC | 0.09% | Add +6.7% | 2,505 | $118K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,512 | $117K |
| Centaurus Financial, Inc. | 0.00% | Add +12.8% | 2,468 | $116K |
| CX Institutional | 0.00% | Add +1.2% | 2,398 | $113K |
| Assetmark, Inc. | 0.00% | Reduce -13.5% | 2,325 | $109K |
| Parkside Financial Bank & Trust | 0.01% | New | 2,299 | $108K |
| Private Trust Co. NA | 0.01% | New | 2,258 | $106K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,173 | $102K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +6.7% | 2,050 | $96K |
| Cordgrass Capital Advisors, LLC | 0.04% | Reduce -42.8% | 2,035 | $96K |
| Larson Financial Group LLC | 0.00% | Add +11.5% | 2,020 | $95K |
| Stone House Investment Management, LLC | 0.01% | New | 1,931 | $91K |
| Quent Capital, LLC | 0.01% | New | 1,837 | $86K |
| Portfolio Resources Advisor Group, Inc. | 0.07% | No change | 1,675 | $79K |
| First Community Trust NA | 0.03% | No change | 1,479 | $69K |
| Ancora Advisors LLC | 0.00% | No change | 1,410 | $66K |
| GGM Financial LLC | 0.02% | No change | 1,223 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 1,158 | $54K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 1,059 | $50K |
| National Bank of Canada | 0.00% | Add +195.2% | 1,039 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -65.4% | 958 | $45K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 920 | $43K |
| Protective Life Corp. | 0.27% | No change | 794 | $37K |
| Torren Management, LLC | 0.02% | Add +1.3% | 788 | $37K |
| SHP Wealth Management | 0.00% | Add +0.9% | 643 | $30K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.3% | 635 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 630 | $30K |
| RHL Group, LLC | 0.02% | Add +21.6% | 586 | $28K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 537 | $25K |
| IFG Advisory, LLC | 0.00% | New | 442 | $21K |
| Silver Grove Financial Group, Inc. | 0.01% | Add +585.3% | 418 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -99.6% | 406 | $19K |
| International Assets Investment Management, LLC | 0.00% | No change | 375 | $18K |
| Tompkins Financial Corp. | 0.00% | No change | 355 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -98.4% | 300 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.4% | 297 | $14K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -95.0% | 272 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 244 | $11K |
| Blueline Advisors LLC | 0.01% | Add +64.4% | 166 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 162 | $8K |
| Golden State Wealth Management, LLC | 0.00% | New | 160 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 137 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 129 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +91.1% | 107 | $5K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -74.9% | 91 | $4K |
| Kingdom Financial Group LLC. | 0.00% | New | 29 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -78.3% | 21 | $985 |
| Blue Trust, Inc. | 0.00% | New | 9 | $424 |
| Crewe Advisors LLC | 0.00% | No change | 8 | $385 |
| Abound Wealth Management | 0.00% | New | 8 | $377 |
| Signaturefd, LLC | 0.00% | Add +250.0% | 7 | $333 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 7 | $329 |
| Russell Investments Group, Ltd. | 0.00% | New | 3 | $141 |
"% of holder's portfolio" is JCPB's weight in each manager's 13F, not the share of JPMorgan Core Plus Bond ETF the manager owns.