JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q4 2024 (December 31)756holders +144
104new positions
27sold out
3famous investors
$56.40avg. 13F price*
At the end of Q4 2024, 756 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 144 from Q3 2024. 104 opened new positions and 27 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Morgan Stanley ($938.5M) and LPL Financial LLC ($502.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2024)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $80.8M |
| Exits | 27 | $21.7M |
All 13F filers, Q3 2024 → Q4 2024: 18,592,394 shares bought and 3,704,256 shares sold, net +14,888,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 756 holders
| JPMorgan Chase & Co. | 0.09% | Add +16.1% | 20,256,020 | $1.1B |
| Morgan Stanley | 0.07% | Add +12.4% | 16,646,097 | $938.5M |
| LPL Financial LLC | 0.20% | Add +10.7% | 8,914,358 | $502.6M |
| Bank of America Corp. | 0.04% | Add +15.9% | 7,910,038 | $446.0M |
| Wells Fargo & Company | 0.08% | Add +9.6% | 5,695,705 | $321.1M |
| UBS Group AG | 0.05% | Add +3.4% | 3,699,651 | $208.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.3% | 3,241,092 | $182.7M |
| Raymond James Financial Inc. | 0.06% | — | 3,098,168 | $174.7M |
| Royal Bank of Canada | 0.04% | Add +22.9% | 3,013,607 | $169.9M |
| Osaic Holdings, Inc. | 0.34% | Add +6.8% | 2,705,679 | $152.6M |
| RiverFront Investment Group, LLC | 3.17% | Add +6.0% | 2,472,046 | $139.4M |
| Commonwealth Equity Services, LLC | 0.17% | Add +19.6% | 2,075,752 | $117.0M |
| Ameriprise Financial Inc. | 0.03% | Add +49.8% | 2,018,272 | $113.5M |
| Private Advisor Group, LLC | 0.60% | Add +76.2% | 1,877,026 | $105.8M |
| Cetera Investment Advisers | 0.18% | Add +12.3% | 1,505,562 | $84.9M |
| Requisite Capital Management, LLC | 12.56% | Reduce -2.0% | 1,081,911 | $61.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +54.6% | 1,059,209 | $59.7M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +140.3% | 1,044,682 | $58.9M |
| MML Investors Services, LLC | 0.20% | Add +30.2% | 1,019,870 | $57.5M |
| Janney Montgomery Scott LLC | 0.15% | Add +4.8% | 974,244 | $54.9M |
| Hilton Capital Management, LLC | 4.52% | Reduce -11.7% | 926,687 | $52.2M |
| Capital Advisors Inc. | 0.98% | Add +7.5% | 872,987 | $49.2M |
| HighTower Advisors, LLC | 0.06% | Add +12.3% | 796,395 | $44.9M |
| Stifel Financial Corp. | 0.05% | Add +15.8% | 796,370 | $44.9M |
| Kestra Advisory Services, LLC | 0.24% | Add +12.1% | 775,831 | $43.7M |
| Cwm, LLC | 0.16% | Add +12.9% | 689,258 | $38.9M |
| Lebenthal Global Advisors, LLC | 6.62% | Reduce -24.4% | 642,560 | $36.2M |
| Apollon Wealth Management, LLC | 0.76% | Reduce -8.0% | 582,871 | $32.9M |
| Jane Street Group, LLC | 0.05% | Add +253.9% | 578,999 | $32.6M |
| Cary Street Partners Financial LLC | 0.96% | — | 523,027 | $29.5M |
| Marks Wealth, LLC | 14.11% | Add +1722.7% | 519,973 | $29.3M |
| Truist Financial Corp. | 0.05% | Reduce -14.6% | 515,240 | $29.0M |
| WNY Asset Management, LLC | 3.49% | Add +240.6% | 499,396 | $28.2M |
| Signature Estate & Investment Advisors LLC | 0.70% | Reduce -5.0% | 495,692 | $27.9M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +8.4% | 492,684 | $27.8M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +13.9% | 480,014 | $27.1M |
| Equitable Holdings, Inc. | 0.26% | Add +3.3% | 479,799 | $27.1M |
| Baird Financial Group, Inc. | 0.05% | Add +4.4% | 465,535 | $26.2M |
| American Trust | 1.91% | Reduce -6.3% | 446,058 | $25.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +13.7% | 441,851 | $24.9M |
| Hilltop Wealth Advisors, LLC | 11.92% | Add +1.6% | 418,188 | $23.6M |
| Franklin Resources Inc. | 0.01% | Add +9.2% | 413,311 | $23.3M |
| Financially Speaking Inc | 15.55% | — | 405,964 | $22.9M |
| Mariner, LLC | 0.04% | Add +27.7% | 405,624 | $22.9M |
| James Reed Financial Services, Inc. | 23.29% | — | 395,989 | $22.3M |
| Robertson Stephens Wealth Management, LLC | 0.79% | Add +4.8% | 391,927 | $22.3M |
| SBI Securities Co., Ltd. | 0.64% | — | 367,469 | $20.7M |
| Great Valley Advisor Group, Inc. | 0.46% | Add +106.3% | 366,662 | $20.7M |
| NewEdge Advisors, LLC | 0.12% | Add +37.5% | 363,142 | $20.5M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -0.8% | 354,701 | $20.0M |
| Second Half Financial Partners, LLC | 9.34% | Add +66.3% | 339,186 | $19.1M |
| PSI Advisors, LLC | 5.64% | Add +12.6% | 337,379 | $19.0M |
| Independent Financial Group, LLC | 0.63% | Add +5.9% | 334,214 | $18.8M |
| Howard Capital Management, LLC | 0.29% | Add +29.9% | 333,605 | $18.8M |
| Cornerstone Advisory, LLC | 2.13% | Add +12.7% | 321,533 | $18.7M |
| MADDEN SECURITIES Corp | 7.46% | Add +8.3% | 330,869 | $18.7M |
| Lee Johnson Capital Management, LLC | 8.92% | Add +7.3% | 299,711 | $16.9M |
| Westwood Holdings Group Inc. | 0.13% | Reduce -12.3% | 297,752 | $16.8M |
| Marshall Financial Group, LLC | 4.06% | Add +3.4% | 297,301 | $16.8M |
| Graypoint LLC | 1.01% | Add +11.0% | 295,586 | $16.7M |
| Focus Partners Wealth | 0.04% | Add +107.1% | 274,175 | $15.5M |
| Two Sigma Investments, LP | 0.03% | New | 254,800 | $14.4M |
| Ellis Investment Partners, LLC | 2.81% | Add +9.2% | 252,743 | $14.2M |
| Kintra Wealth, LLC | 9.87% | Add +1.4% | 251,112 | $14.2M |
| Eldridge Investment Advisors, Inc. | 3.28% | Reduce -26.5% | 250,192 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -3.5% | 235,522 | $13.3M |
| Orion Portfolio Solutions, LLC | 0.13% | Reduce -3.5% | 235,522 | $13.3M |
| Argent Trust Co | 0.54% | Add +0.5% | 234,142 | $13.2M |
| Independent Advisor Alliance | 0.17% | New | 231,669 | $13.1M |
| Wick Capital Partners, LLC | 3.79% | Add +17.7% | 228,109 | $12.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -71.5% | 223,788 | $12.6M |
| MBL Wealth, LLC | 1.25% | Add +5.5% | 220,844 | $12.5M |
| Marquette Asset Management, LLC | 1.98% | Add +2.5% | 214,624 | $12.1M |
| Childress Capital Advisors, LLC | 3.13% | Add +27.6% | 198,917 | $11.2M |
| Tradition Wealth Management, LLC | 0.99% | Add +24.9% | 198,576 | $11.2M |
| Centurion Wealth Management LLC | 3.40% | Add +3.1% | 192,548 | $10.9M |
| Waverly Advisors, LLC | 0.17% | Add +0.8% | 191,459 | $10.8M |
| &partners | 0.13% | Add +67.3% | 187,210 | $10.7M |
| Aventura Private Wealth, LLC | 5.62% | — | 185,221 | $10.4M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Reduce -21.5% | 181,891 | $10.3M |
| Financial Partners Group, Inc | 1.50% | Add +26.6% | 182,599 | $10.3M |
| Renaissance Technologies | 0.02% | New | 182,300 | $10.3M |
| Cambridge Advisors Inc. | 2.23% | Add +15.1% | 177,466 | $10.0M |
| Pine Valley Investments Ltd Liability Co | 0.65% | Add +10.6% | 174,558 | $9.9M |
| HUB Investment Partners, LLC | 0.42% | Add +36.3% | 175,290 | $9.9M |
| Beacon Financial Advisory LLC | 3.17% | Add +8.5% | 172,945 | $9.8M |
| Prospera Financial Services Inc | 0.23% | Add +22.5% | 172,137 | $9.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +29.7% | 167,424 | $9.4M |
| Lighthouse Financial LLC | 7.53% | — | 164,355 | $9.3M |
| Mgo One Seven LLC | 0.35% | Reduce -38.1% | 160,133 | $9.0M |
| Coastal Bridge Advisors, LLC | 2.26% | Add +3.8% | 159,583 | $9.0M |
| FWG Holdings, LLC | 4.24% | Reduce -1.6% | 156,060 | $8.8M |
| ADG Wealth Management Group, LLC | 7.78% | — | 155,404 | $8.8M |
| Citadel Advisors | 0.01% | Add +8028.2% | 154,029 | $8.7M |
| Wealthfront Advisers LLC | 0.03% | Add +34.6% | 153,630 | $8.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +78.4% | 150,847 | $8.5M |
| Mountain Capital Investment Advisors Inc. | 1.74% | Add +15.4% | 146,527 | $8.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +12.8% | 143,728 | $8.1M |
| Beta Wealth Group, Inc. | 3.53% | Add +0.1% | 141,580 | $8.0M |
| Stephens Inc. | 0.11% | Add +10.7% | 140,869 | $7.9M |
| Wealth Advisors of Iowa, LLC | 3.90% | Add +17.8% | 137,091 | $7.7M |
| Crescent Grove Advisors, LLC | 0.76% | Add +415.8% | 135,664 | $7.7M |
| Vienna Asset Management LLC | 5.18% | Add +2.7% | 135,792 | $7.7M |
| Dynamic Advisor Solutions LLC | 0.33% | Add +20.6% | 133,470 | $7.5M |
| West Michigan Advisors, LLC | 2.22% | Reduce -1.0% | 129,388 | $7.4M |
| Prevail Innovative Wealth Advisors, LLC | 2.13% | Add +11.5% | 130,368 | $7.4M |
| Bernardo Wealth Planning LLC | 1.74% | Reduce -0.5% | 129,950 | $7.3M |
| Sandbox Financial Partners, LLC | 2.32% | Add +6.5% | 123,333 | $7.0M |
| Armor Investment Advisors, LLC | 2.78% | Add +14.3% | 119,804 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +7.2% | 117,791 | $6.6M |
| New England Private Wealth Advisors LLC | 1.05% | Add +2.1% | 117,626 | $6.6M |
| Members Advisory Group LLC | 2.68% | Add +23.2% | 115,754 | $6.5M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Reduce -0.6% | 115,351 | $6.5M |
| Fagan Associates, Inc. | 1.03% | Add +31.2% | 115,172 | $6.5M |
| Beck Capital Management, LLC | 1.71% | Add +1.4% | 114,286 | $6.4M |
| Capital Analysts, LLC | 0.26% | Add +18.9% | 113,605 | $6.4M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Add +29.6% | 113,134 | $6.4M |
| RWQ Financial Management Services, Inc. | 2.45% | Add +13.8% | 111,212 | $6.3M |
| Principal Securities, Inc. | 0.14% | Add +282.1% | 111,007 | $6.3M |
| Eagle Bluffs Wealth Management LLC | 3.32% | Reduce -3.7% | 108,835 | $6.2M |
| Carr Financial Group Corp | 1.91% | Add +14.8% | 107,870 | $6.1M |
| Guided Capital Wealth Management, LLC | 5.43% | — | 105,098 | $5.9M |
| Comerica Bank | 0.02% | Add +7.0% | 104,178 | $5.9M |
| Delta Investment Management, LLC | 1.14% | Reduce -73.7% | 104,024 | $5.9M |
| Kingsview Wealth Management, LLC | 0.11% | Add +6.2% | 103,813 | $5.9M |
| Krilogy Financial LLC | 0.39% | Add +32.3% | 103,125 | $5.8M |
| NFSG Corp | 1.48% | Add +15.8% | 102,479 | $5.8M |
| Ameritas Advisory Services, LLC | 0.20% | Add +80.8% | 102,253 | $5.8M |
| FRG Family Wealth Advisors LLC | 0.99% | Add +11.7% | 96,472 | $5.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.72% | Add +4.7% | 95,752 | $5.4M |
| Palacios Wealth Management, LLC | 5.73% | — | 93,621 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -1.4% | 91,132 | $5.2M |
| Ignite Planners, LLC | 1.15% | Add +2.3% | 91,555 | $5.2M |
| High Net Worth Advisory Group LLC | 1.45% | Reduce -2.0% | 91,786 | $5.2M |
| Venture Visionary Partners LLC | 0.22% | Add +26.4% | 91,645 | $5.2M |
| Kennedy Investment Group, Inc. | 2.31% | Add +8.7% | 90,355 | $5.1M |
| Milestone Asset Management, LLC | 1.12% | Reduce -18.8% | 89,717 | $5.1M |
| Tiptree Advisors, LLC | 5.22% | — | 89,350 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +25.8% | 89,302 | $5.0M |
| Wedbush Securities Inc. | 0.18% | Add +15.5% | 89,222 | $5.0M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +33.0% | 88,701 | $5.0M |
| StoneCrest Wealth Management, Inc. | 3.23% | Add +4.3% | 87,775 | $4.9M |
| Foresight Capital Management Advisors, Inc. | 2.88% | Add +75.0% | 87,086 | $4.9M |
| Avalon Capital Management | 1.58% | Add +0.1% | 86,843 | $4.9M |
| Garden State Investment Advisory Services LLC | 1.50% | Add +14.3% | 86,470 | $4.9M |
| Socha Financial Group, LLC | 2.29% | Reduce -79.6% | 86,673 | $4.9M |
| Cascade Wealth Advisors, Inc | 3.30% | Add +1.9% | 86,400 | $4.9M |
| Principle Wealth Partners LLC | 0.34% | Reduce -1.1% | 85,506 | $4.8M |
| NewEdge Wealth, LLC | 0.08% | Add +6.7% | 83,174 | $4.7M |
| Thoroughbred Financial Services, LLC | 0.29% | Add +26.5% | 83,160 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +10.0% | 82,644 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +248.2% | 82,257 | $4.6M |
| Lake Street Private Wealth, LLC | 0.74% | Add +27.9% | 81,971 | $4.6M |
| Blair William & Co. | 0.01% | Add +15.8% | 80,696 | $4.5M |
| Trinity Legacy Partners, LLC | 1.15% | Add +5.3% | 79,146 | $4.5M |
| Cobblestone Asset Management LLC | 2.90% | Reduce -29.3% | 78,874 | $4.4M |
| Intrepid Financial Planning Group LLC | 1.85% | Add +93.2% | 77,843 | $4.4M |
| IVC Wealth Advisors LLC | 2.40% | Add +29.4% | 76,124 | $4.3M |
| NWF Advisory Services Inc. | 0.62% | Reduce -16.3% | 74,745 | $4.2M |
| Centaurus Financial, Inc. | 0.26% | Reduce -69.8% | 75,260 | $4.2M |
| Kingswood Wealth Advisors, LLC | 0.32% | Add +20.1% | 74,987 | $4.2M |
| Oppenheimer & Co. Inc. | 0.06% | Add +53.2% | 74,372 | $4.2M |
| Forefront Wealth Management Inc. | 3.85% | — | 74,174 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +34.5% | 73,479 | $4.1M |
| Teamwork Financial Advisors, LLC | 0.54% | Add +12.9% | 73,438 | $4.1M |
| Maia Wealth LLC | 0.89% | Add +19.8% | 72,708 | $4.1M |
| Advisory Resource Group | 0.87% | Add +16.0% | 72,934 | $4.1M |
| Assetmark, Inc. | 0.01% | Reduce -3.0% | 72,726 | $4.1M |
| Gries Financial LLC | 0.73% | Add +65.8% | 72,688 | $4.1M |
| Ergawealth Advisors, Inc. | 2.02% | Add +15.5% | 72,647 | $4.1M |
| SlateStone Wealth, LLC | 0.40% | Add +4.4% | 72,521 | $4.1M |
| Tyler-Stone Wealth Management | 0.72% | Reduce -7.6% | 71,446 | $4.0M |
| Brookstone Capital Management | 0.06% | Reduce -24.9% | 70,974 | $4.0M |
| New Wave Wealth Advisors LLC | 1.64% | Add +41.6% | 70,834 | $4.0M |
| Sulzberger Capital Advisors, Inc. | 4.48% | — | 69,570 | $3.9M |
| Visionary Wealth Advisors | 0.23% | Reduce -7.1% | 69,385 | $3.9M |
| Princeton Global Asset Management LLC | 0.73% | Add +4.4% | 68,811 | $3.9M |
| Morse Asset Management, Inc | 0.87% | Add +1.0% | 66,281 | $3.7M |
| Silver Oak Securities, Incorporated | 0.34% | Add +4.1% | 64,674 | $3.7M |
| TCFG Wealth Management, LLC | 1.82% | Add +25.9% | 63,816 | $3.6M |
| Axxcess Wealth Management, LLC | 0.09% | Add +42.5% | 63,411 | $3.6M |
| Waterloo Capital, L.P. | 0.38% | Reduce -0.7% | 63,236 | $3.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +111.8% | 62,486 | $3.5M |
| Benjamin Edwards Inc. | 0.05% | Add +4.8% | 61,977 | $3.5M |
| Hilltop Holdings Inc. | 0.22% | Add +0.5% | 61,523 | $3.5M |
| Rothschild Investment LLC | 0.22% | Add +19.7% | 60,638 | $3.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -5.5% | 60,604 | $3.4M |
| Smith, Moore & Co. | 0.31% | Add +9.5% | 60,136 | $3.4M |
| Semus Wealth Partners LLC | 2.24% | Add +15.8% | 60,072 | $3.4M |
| Larson Financial Group LLC | 0.18% | Add +48.8% | 59,971 | $3.4M |
| International Assets Investment Management, LLC | 0.28% | Add +6.1% | 59,431 | $3.3M |
| Good Life Advisors, LLC | 0.24% | Add +16.5% | 59,062 | $3.3M |
| Lifestyle Asset Management, Inc. | 1.80% | Add +0.9% | 58,694 | $3.3M |
| Sigma Planning Corp | 0.10% | Add +14.5% | 57,897 | $3.3M |
| Bouvel Investment Partners, LLC | 1.18% | Add +78.5% | 57,844 | $3.3M |
| Spire Wealth Management | 0.10% | New | 57,653 | $3.3M |
| Magnus Financial Group LLC | 0.31% | Add +29.1% | 57,092 | $3.2M |
| Apexium Financial, LP | 0.19% | Add +330.4% | 56,457 | $3.2M |
| Capstone Wealth Management Group LLC | 2.40% | — | 56,096 | $3.2M |
| SeaCrest Wealth Management, LLC | 0.33% | Add +20.2% | 55,736 | $3.1M |
| Money Concepts Capital Corp. | 0.23% | Add +3.7% | 55,536 | $3.1M |
| Mayfair Advisory Group, LLC | 1.84% | Add +106.2% | 55,309 | $3.1M |
| Compass Financial Services Inc | 1.75% | — | 54,933 | $3.1M |
| Wbi Investments, LLC | 0.77% | New | 54,779 | $3.1M |
| Grant/GrossMendelsohn, LLC | 1.60% | Add +2.0% | 53,803 | $3.1M |
| Onyx Bridge Wealth Group LLC | 0.44% | Add +9.6% | 54,087 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +9.4% | 53,827 | $3.0M |
| Perennial Investment Advisors, LLC | 0.36% | Add +17.8% | 53,576 | $3.0M |
| AE Wealth Management LLC | 0.03% | Add +12.5% | 53,281 | $3.0M |
| Harbour Investments, Inc. | 0.09% | Add +16.2% | 52,985 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +32.2% | 51,897 | $2.9M |
| Purus Wealth Management, LLC | 1.15% | Add +44.8% | 51,728 | $2.9M |
| ORBA Wealth Advisors, L.L.C. | 1.52% | Add +4.7% | 51,640 | $2.9M |
| Caerus Investment Advisors, LLC | 2.66% | Add +284.8% | 50,209 | $2.8M |
| Coppell Advisory Solutions LLC | 0.40% | Add +10.7% | 49,450 | $2.8M |
| Goldstone Financial Group, LLC | 0.44% | Add +44.3% | 49,800 | $2.8M |
| JT Stratford LLC | 0.46% | Reduce -4.4% | 49,603 | $2.8M |
| Arkadios Wealth Advisors | 0.15% | Add +17.3% | 49,197 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.27% | Add +29.6% | 49,049 | $2.8M |
| Paladin Advisory Group, LLC | 2.09% | Reduce -19.5% | 48,400 | $2.7M |
| Prosperity Financial Group, Inc. | 1.36% | Add +7.0% | 48,184 | $2.7M |
| Belpointe Asset Management LLC | 0.16% | Reduce -0.4% | 50,185 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Add +13.1% | 47,687 | $2.7M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +9.4% | 46,436 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +8.4% | 46,121 | $2.6M |
| Sowell Financial Services LLC | 0.13% | Add +47.8% | 45,102 | $2.5M |
| Flagstar Securities, Inc. | 0.63% | Add +33.5% | 44,395 | $2.5M |
| Creative Planning | 0.00% | Add +89.3% | 44,683 | $2.5M |
| Avior Wealth Management, LLC | 0.09% | Add +50.8% | 44,294 | $2.5M |
| Concorde Financial Corp | 1.48% | Add +1.0% | 43,713 | $2.5M |
| AlphaStar Capital Management, LLC | 0.26% | Add +17.2% | 44,065 | $2.5M |
| 4WEALTH Advisors, Inc. | 2.53% | — | 43,966 | $2.5M |
| Geneos Wealth Management Inc. | 0.09% | New | 43,953 | $2.5M |
| Westbourne Investments, Inc. | 1.44% | — | 43,180 | $2.4M |
| TBH Global Asset Management, LLC | 0.57% | Reduce -1.2% | 42,525 | $2.4M |
| Wagner Wealth Management, LLC | 0.61% | Reduce -2.2% | 42,151 | $2.4M |
| D'Orazio & Associates, Inc. | 0.35% | Add +4.8% | 42,050 | $2.4M |
| Total Clarity Wealth Management, Inc. | 0.77% | Reduce -52.7% | 41,768 | $2.4M |
| Sunpointe, LLC | 1.18% | Add +87.4% | 41,271 | $2.3M |
| Flynn Zito Capital Management, LLC | 1.08% | Add +5.5% | 41,358 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -1.5% | 41,263 | $2.3M |
| Littlejohn Financial Services, Inc. | 2.07% | — | 41,077 | $2.3M |
| Chung Wu Investment Group, LLC | 2.32% | — | 40,866 | $2.3M |
| Secured Retirement Advisors, LLC | 1.30% | Add +2.5% | 40,406 | $2.3M |
| Bellevue Asset Management, LLC | 1.16% | Add +1.4% | 39,831 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +7.2% | 39,328 | $2.2M |
| Wealth Effects LLC | 0.79% | Add +14.2% | 39,289 | $2.2M |
| Monterey Private Wealth, Inc. | 0.73% | Add +84.7% | 39,194 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +33.0% | 38,956 | $2.2M |
| Mechanics Bank Trust Department | 0.29% | Add +155.4% | 39,050 | $2.2M |
| Intrua Financial, LLC | 0.35% | Add +41.5% | 38,372 | $2.2M |
| Summit Wealth Partners, LLC | 0.43% | Reduce -1.0% | 37,441 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +94.6% | 37,388 | $2.1M |
| Whipplewood Advisors, LLC | 1.20% | — | 37,385 | $2.1M |
| Modus Advisors, LLC | 0.66% | Add +10.3% | 37,176 | $2.1M |
| Anchor Capital Management Group Inc | 0.76% | — | 37,000 | $2.1M |
| Nwam LLC | 0.13% | Add +32.3% | 36,992 | $2.1M |
| PDS Planning, Inc | 0.18% | Add +0.6% | 36,894 | $2.1M |
| PFG Advisors | 0.13% | Add +34.9% | 36,815 | $2.1M |
| TrueWealth Advisors, LLC | 0.69% | Add +11.3% | 36,424 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.74% | Add +0.3% | 36,156 | $2.0M |
| Investment Advisory Services Inc. /TX | 0.71% | Add +152.6% | 35,761 | $2.0M |
| Kane Investment Management, Inc. | 1.12% | — | 35,440 | $2.0M |
| Blue Investment Partners LLC | 0.73% | Reduce -0.2% | 35,330 | $2.0M |
| Gill Capital Partners, LLC | 0.71% | No change | 35,266 | $2.0M |
| Sloy Dahl & Holst, LLC | 0.25% | Add +16.9% | 35,048 | $2.0M |
| Verity Asset Management, Inc. | 1.11% | Add +4.3% | 34,975 | $2.0M |
| Cadence Bank | 0.13% | Add +750.8% | 34,882 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.86% | Add +1.8% | 34,401 | $1.9M |
| Investment Planning Advisors, Inc. | 0.84% | Add +1.9% | 34,043 | $1.9M |
| Clarity Wealth Advisors, LLC | 0.52% | Add +2.3% | 34,036 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Add +21.1% | 33,742 | $1.9M |
| Perissos Private Wealth Management, LLC | 1.42% | Add +109.5% | 33,595 | $1.9M |
| Foguth Wealth Management, LLC. | 0.49% | New | 32,556 | $1.9M |
| Smartleaf Asset Management LLC | 0.19% | Add +121.5% | 32,826 | $1.9M |
| Planning Directions Inc. | 1.08% | Add +33.7% | 33,097 | $1.9M |
| Transcend Capital Advisors, LLC | 0.13% | Add +12.8% | 32,863 | $1.9M |
| Integras Partners LLC | 1.64% | — | 32,727 | $1.8M |
| Bridgewealth Advisory Group, LLC | 0.52% | Add +6.8% | 31,635 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Add +31.6% | 32,515 | $1.8M |
| Capital Investment Advisors, LLC | 0.04% | Add +12.6% | 32,368 | $1.8M |
| Evolution Wealth Advisors, LLC | 0.31% | New | 32,350 | $1.8M |
| AdvisorNet Financial, Inc | 0.15% | Add +28.4% | 32,254 | $1.8M |
| Marshall & Sterling Wealth Advisors Inc. | 1.24% | — | 31,769 | $1.8M |
| Ring Mountain Capital, LLC | 1.20% | — | 31,751 | $1.8M |
| Stillwater Wealth Management Group | 1.58% | — | 31,231 | $1.8M |
| Oxinas Partners, LLC | 1.01% | Reduce -2.2% | 30,465 | $1.7M |
| Merit Financial Group, LLC | 0.03% | New | 30,450 | $1.7M |
| First Heartland Consultants, Inc. | 0.18% | Add +16.6% | 30,367 | $1.7M |
| Tucker Asset Management LLC | 0.38% | Add +11.5% | 30,072 | $1.7M |
| Empire Financial Management Company, LLC | 0.52% | Reduce -1.5% | 29,708 | $1.7M |
| Owen LaRue, LLC | 0.87% | Add +23.6% | 29,368 | $1.7M |
| IFG Advisory, LLC | 0.09% | Reduce -6.0% | 29,198 | $1.6M |
| 5T Wealth, LLC | 0.88% | — | 28,438 | $1.6M |
| MBA Advisors LLC | 0.81% | Add +5.3% | 28,356 | $1.6M |
| Resurgent Financial Advisors LLC | 0.94% | Add +21.4% | 28,335 | $1.6M |
| CPC Advisors, LLC | 0.22% | Add +0.9% | 28,286 | $1.6M |
| Global Assets Advisory, LLC | 0.88% | Add +4.6% | 28,335 | $1.6M |
| Greenwich Wealth Management LLC | 0.11% | Add +20.4% | 28,240 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +79.0% | 27,732 | $1.6M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -3.8% | 27,135 | $1.5M |
| Comprehensive Financial Planning, Inc. | 1.29% | — | 27,047 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | New | 26,979 | $1.5M |
| Fiduciary Alliance LLC | 0.15% | Add +25.0% | 26,804 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +19.5% | 26,761 | $1.5M |
| Scotia Capital Inc. | 0.01% | Add +5.6% | 26,495 | $1.5M |
| Headlands Technologies LLC | 0.15% | Add +14806.9% | 26,087 | $1.5M |
| Florida Financial Advisors, LLC | 0.66% | Reduce -4.7% | 26,084 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Add +1.5% | 25,809 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -2.2% | 25,424 | $1.5M |
| Drive Wealth Management, LLC | 0.35% | Add +17.0% | 25,435 | $1.4M |
| Concord Wealth Partners | 0.24% | Reduce -2.2% | 25,620 | $1.4M |
| US Bancorp \de | 0.00% | Add +15.2% | 25,504 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +53.9% | 25,285 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.54% | — | 24,843 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.5% | 24,636 | $1.4M |
| Sequent Planning LLC | 0.51% | Reduce -0.3% | 24,634 | $1.4M |
| Herold Advisors, Inc. | 0.30% | Add +9.6% | 24,565 | $1.4M |
| Kraematon Investment Advisors, Inc. | 1.33% | Add +12.3% | 23,866 | $1.3M |
| Frontier Asset Management, LLC | 0.44% | Add +24.9% | 23,818 | $1.3M |
| NCP Inc. | 0.69% | Add +31.8% | 23,754 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +174.1% | 23,457 | $1.3M |
| Napatree Capital LLC | 0.78% | Add +2.9% | 23,463 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +83.8% | 23,205 | $1.3M |
| M Holdings Securities, Inc. | 0.21% | Add +20.4% | 23,118 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +24.9% | 23,101 | $1.3M |
| LRI Investments, LLC | 0.12% | No change | 23,000 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Add +2.0% | 22,925 | $1.3M |
| Newport Capital Group, LLC | 0.95% | Add +2.9% | 22,791 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +6.8% | 22,768 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +35.7% | 22,673 | $1.3M |
| Kovack Advisors, Inc. | 0.12% | Reduce -22.4% | 22,475 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Add +16.9% | 22,214 | $1.3M |
| KFG Wealth Management, LLC | 0.23% | Add +25.7% | 21,828 | $1.2M |
| Keystone Wealth Services, LLC | 0.33% | Add +17.2% | 21,809 | $1.2M |
| Kelly Financial Services LLC | 0.44% | Reduce -27.6% | 21,682 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Add +4.7% | 21,638 | $1.2M |
| Steele Capital Management, Inc. | 0.06% | Add +23.6% | 21,458 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -1.7% | 21,479 | $1.2M |
| Reyes Financial Architecture, Inc. | 0.93% | — | 21,055 | $1.2M |
| HBW Advisory Services LLC | 0.12% | Add +17.8% | 21,001 | $1.2M |
| Confluence Wealth Services, Inc. | 0.08% | Add +31.0% | 19,828 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -5.8% | 20,433 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -19.6% | 20,416 | $1.2M |
| Novare Capital Management LLC | 0.10% | Reduce -0.9% | 20,190 | $1.1M |
| StoneX Group Inc. | 0.06% | Add +417.6% | 19,998 | $1.1M |
| Procyon Advisors, LLC | 0.07% | Add +0.3% | 20,160 | $1.1M |
| Sheets Smith Wealth Management | 0.14% | Add +22.2% | 19,880 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +28.4% | 19,876 | $1.1M |
| McDonald Partners LLC | 0.29% | Add +4.1% | 19,873 | $1.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.84% | Reduce -72.8% | 19,882 | $1.1M |
| Strategic Financial Concepts, LLC | 0.21% | Add +10.0% | 19,568 | $1.1M |
| Nautilus Advisors LLC | 0.87% | — | 19,468 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +4.9% | 19,427 | $1.1M |
| JSF Financial, LLC | 0.29% | Add +22.0% | 19,412 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +224.2% | 19,157 | $1.1M |
| World Equity Group, Inc. | 0.23% | New | 19,152 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -25.1% | 19,099 | $1.1M |
| Savant Capital, LLC | 0.01% | New | 18,895 | $1.1M |
| FNY Investment Advisers, LLC | 0.56% | No change | 18,767 | $1.1M |
| Hibernia Wealth Partners, LLC | 0.80% | Reduce -36.4% | 18,519 | $1.0M |
| Silverlake Wealth Management LLC | 0.40% | Reduce -8.9% | 18,516 | $1.0M |
| SteelPeak Wealth, LLC | 0.04% | Add +44.1% | 18,249 | $1.0M |
| Avaii Wealth Management, LLC | 0.51% | Add +17.5% | 18,225 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +1.6% | 18,101 | $1.0M |
| Runnymede Capital Advisors, Inc. | 0.89% | — | 18,020 | $1.0M |
| Paradigm, Strategies in Wealth Management, LLC | 0.67% | New | 17,936 | $1.0M |
| Ironsides Asset Advisors, LLC | 0.29% | Add +30.2% | 17,890 | $1.0M |
| Chapin Davis, Inc. | 0.33% | No change | 18,347 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +7.4% | 17,764 | $1.0M |
| AQR Capital Management | 0.00% | New | 17,748 | $1.0M |
| Wolverine Trading, LLC | 0.02% | Add +42.3% | 17,227 | $986K |
| Qube Research & Technologies Ltd | 0.00% | Add +3298.2% | 17,365 | $979K |
| GeoWealth Management, LLC | 0.03% | Reduce -1.8% | 17,316 | $976K |
| Beam Wealth Advisors, Inc. | 0.31% | Add +9.4% | 17,294 | $975K |
| RFG Advisory, LLC | 0.03% | Add +14.2% | 17,200 | $970K |
| Red Crane Wealth Management, LLC | 0.92% | — | 17,192 | $969K |
| Asset Allocation Strategies LLC | 0.23% | Add +32.9% | 16,812 | $969K |
| Cooper Financial Group | 0.11% | Reduce -4.1% | 16,426 | $926K |
| Bell Bank | 0.07% | New | 16,187 | $913K |
| Perigon Wealth Management, LLC | 0.02% | Add +7.8% | 16,126 | $912K |
| Consilium Wealth Advisory, LLC | 0.42% | Add +2.9% | 15,799 | $891K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.3% | 15,658 | $890K |
| NCM Capital Management, LLC | 0.40% | Add +0.0% | 15,721 | $886K |
| Means Investment Co., Inc. | 0.09% | Add +10.6% | 15,575 | $878K |
| Stonebridge Financial Group, LLC | 0.10% | — | 15,487 | $873K |
| Etesian Wealth Advisors, Inc. | 0.38% | Add +8.4% | 15,394 | $868K |
| Brown Miller Wealth Management, LLC | 0.33% | Add +11.3% | 15,289 | $862K |
| GWN Securities Inc. | 0.23% | — | 14,802 | $860K |
| Millennium Capital Advisors, LLC | 0.58% | Add +57.3% | 15,188 | $856K |
| Annex Advisory Services, LLC | 0.03% | Add +29.0% | 15,152 | $854K |
| Beacon Financial Planning, Inc. | 0.49% | Add +140.5% | 15,056 | $849K |
| Zions Bancorporation, N.A. | 0.05% | New | 15,000 | $846K |
| Advisory Services Network, LLC | 0.02% | Add +5.8% | 14,874 | $839K |
| Level Four Advisory Services, LLC | 0.03% | Add +104.6% | 14,812 | $835K |
| Westend Capital Management, LLC | 0.25% | Add +35.2% | 14,681 | $828K |
| Frederick Financial Consultants, LLC | 0.66% | — | 14,613 | $824K |
| Econ Financial Services Corp | 0.47% | Reduce -8.1% | 14,490 | $817K |
| Coordinated Financial Services, Inc. | 0.64% | — | 14,329 | $808K |
| Round Rock Advisors LLC | 0.17% | Add +1.4% | 14,324 | $808K |
| Absolute Capital Management, LLC | 0.44% | New | 14,260 | $804K |
| PKS Advisory Services, LLC | 0.20% | — | 14,244 | $803K |
| Howard Financial Services, LTD. | 0.11% | Add +16.7% | 14,228 | $802K |
| Foundations Investment Advisors, LLC | 0.02% | Add +22.0% | 14,158 | $798K |
| SevenBridge Financial Group, LLC | 0.15% | Reduce -5.7% | 13,806 | $796K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -27.2% | 14,058 | $793K |
| Global Wealth Strategies & Associates | 0.25% | Add +1768.3% | 14,012 | $790K |
| Thompson David Blair | 0.57% | — | 13,975 | $788K |
| Triumph Capital Management | 0.27% | Reduce -1.9% | 13,949 | $786K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | No change | 13,906 | $784K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -5.3% | 13,470 | $769K |
| Integrated Advisors Network LLC | 0.04% | Add +17.0% | 13,566 | $765K |
| Gladstone Institutional Advisory LLC | 0.04% | New | 13,510 | $762K |
| Delta Financial Group, Inc. | 0.18% | Add +48.0% | 13,448 | $758K |
| Rockingstone Advisors LLC | 0.33% | Reduce -3.3% | 13,210 | $745K |
| Napa Wealth Management | 0.32% | Add +40.4% | 13,177 | $743K |
| Saxony Capital Management, LLC | 0.64% | Add +34.8% | 12,950 | $730K |
| Tandem Financial, LLC | 0.79% | — | 12,821 | $729K |
| World Investment Advisors | 0.02% | Add +48.6% | 12,917 | $728K |
| Parsons Capital Management Inc. | 0.04% | Add +14.1% | 12,838 | $724K |
| GAMMA Investing LLC | 0.06% | Add +61.9% | 12,800 | $722K |
| Advance Capital Management, Inc. | 0.03% | Reduce -93.1% | 12,746 | $719K |
| Southland Equity Partners LLC | 0.17% | Reduce -0.5% | 12,694 | $716K |
| Panoramic Investment Advisors, LLC | 0.47% | Add +1.0% | 12,680 | $715K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +27.2% | 12,500 | $705K |
| FSB Premier Wealth Management, Inc. | 0.28% | Add +225.1% | 12,325 | $695K |
| CAP Partners, LLC | 0.49% | Reduce -0.5% | 12,290 | $693K |
| LexAurum Advisors, LLC | 0.14% | Add +178.3% | 12,279 | $692K |
| Jupiter Wealth Management LLC | 0.34% | Add +140.0% | 12,000 | $677K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.3% | 11,984 | $676K |
| Dover Advisors, LLC | 0.39% | Add +1.3% | 11,973 | $675K |
| Essex Financial Services, Inc. | 0.05% | Reduce -3.2% | 11,874 | $669K |
| Bank of Montreal | 0.00% | Add +13.9% | 11,790 | $665K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -5.5% | 11,583 | $658K |
| BlackDiamond Wealth Management, LLC | 0.38% | Add +52.2% | 11,585 | $653K |
| Herbst Group, LLC | 0.40% | New | 11,400 | $643K |
| Aurdan Capital Management, LLC | 0.25% | — | 11,397 | $643K |
| Marion Wealth Management | 0.17% | Add +2.3% | 11,325 | $638K |
| Focused Wealth Management, Inc | 0.09% | Add +55.6% | 11,264 | $635K |
| Country Club Bank | 0.04% | Add +26.9% | 11,025 | $631K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +37.5% | 11,000 | $630K |
| Aft, Forsyth & Company, Inc. | 0.31% | Add +12.6% | 11,158 | $629K |
| Golden State Wealth Management, LLC | 0.09% | — | 11,127 | $627K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -60.8% | 11,114 | $627K |
| Novem Group | 0.09% | — | 11,093 | $625K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -78.5% | 10,985 | $619K |
| Betterment LLC | 0.00% | Add +138.7% | 10,942 | $617K |
| Mascagni Wealth Management, Inc. | 0.61% | — | 11,841 | $613K |
| CVA Family Office, LLC | 0.10% | Add +2.4% | 10,779 | $608K |
| National Philanthropic Trust | 0.01% | No change | 10,632 | $599K |
| BTS Asset Management, Inc. | 0.60% | Add +105.4% | 10,618 | $599K |
| Motiv8 Investments LLC | 0.42% | New | 10,592 | $597K |
| Hexagon Capital Partners LLC | 0.11% | Add +10.6% | 10,440 | $589K |
| Mach-1 Financial Group, LLC | 1.05% | Reduce -92.1% | 10,378 | $585K |
| Private Trust Co. NA | 0.06% | Add +71.3% | 10,357 | $584K |
| Castle Rock Wealth Management, LLC | 0.14% | Add +3.9% | 10,012 | $583K |
| Baron Silver Stevens Financial Advisors, LLC | 0.10% | Add +53.3% | 10,313 | $581K |
| Clear Creek Financial Management, LLC | 0.06% | Add +112.1% | 10,308 | $581K |
| Ameriflex Group, Inc. | 0.27% | — | 10,088 | $580K |
| Institute for Wealth Management, LLC. | 0.07% | New | 10,268 | $579K |
| Generation Capital Management LLC | 0.49% | — | 10,245 | $578K |
| Fearless Solutions, LLC dba Best Invest | 0.44% | — | 10,244 | $578K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +9.7% | 10,189 | $574K |
| Xcel Wealth Management, LLC | 0.16% | Add +0.0% | 10,173 | $574K |
| Atria Investments, Inc | 0.01% | New | 10,046 | $566K |
| Tempus Wealth Planning, LLC | 0.17% | New | 10,000 | $564K |
| Moors & Cabot, Inc. | 0.03% | Add +37.8% | 9,855 | $556K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +56.7% | 9,790 | $552K |
| Main Street Financial Solutions, LLC | 0.05% | Add +9.5% | 9,756 | $550K |
| Skyline Advisors, Inc. | 0.21% | New | 9,731 | $549K |
| GG Group Ventures, LLC | 0.72% | Reduce -27.2% | 9,728 | $548K |
| Meridian Financial Partners LLC | 0.29% | Reduce -62.0% | 9,726 | $548K |
| Indie Asset Partners, LLC | 0.43% | Add +2.6% | 9,683 | $546K |
| Ashton Thomas Securities, LLC | 0.15% | Add +42.4% | 9,540 | $538K |
| Shepherd Financial Partners LLC | 0.06% | No change | 9,417 | $531K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +92.4% | 9,356 | $527K |
| Capital Market Strategies LLC | 0.30% | Add +7.9% | 9,239 | $521K |
| Choreo, LLC | 0.01% | Reduce -0.0% | 8,864 | $505K |
| Smallwood Wealth Investment Management, LLC | 0.35% | New | 8,956 | $505K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.5% | 8,893 | $501K |
| Signal Advisors Wealth, LLC | 0.06% | New | 8,777 | $499K |
| Columbia Asset Management | 0.10% | Reduce -0.9% | 8,838 | $498K |
| Focus Financial Network, Inc. | 0.02% | New | 8,756 | $497K |
| Ehrlich Financial Group | 0.35% | Add +1.8% | 8,646 | $487K |
| TigerOak Management, L.L.C. | 0.18% | — | 8,626 | $486K |
| Innovative Wealth Building LLC | 0.44% | — | 8,559 | $483K |
| Montecito Bank & Trust | 0.08% | No change | 8,540 | $481K |
| WealthShield Partners, LLC | 0.07% | Add +9.5% | 8,444 | $480K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +28.9% | 8,348 | $474K |
| Cooper Capital Advisors LLC | 0.49% | — | 8,400 | $474K |
| Pure Financial Advisors, LLC | 0.01% | New | 8,395 | $473K |
| ERn Financial, LLC | 0.07% | Add +3.9% | 8,345 | $470K |
| Autumn Glory Partners, LLC | 0.23% | Reduce -49.8% | 8,335 | $470K |
| Wealthspire Retirement, LLC | 0.04% | Add +15.8% | 8,299 | $468K |
| Capital Advisors Wealth Management, LLC | 0.08% | New | 8,261 | $466K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +42.7% | 8,013 | $465K |
| Lifeworks Advisors, LLC | 0.08% | Add +3.0% | 8,228 | $464K |
| Clearstead Advisors, LLC | 0.01% | Reduce -7.6% | 8,204 | $463K |
| Cozad Asset Management Inc. | 0.04% | Add +9.9% | 8,149 | $459K |
| Seelaus Asset Management LLC | 0.42% | New | 8,083 | $456K |
| Harvest Investment Services, LLC | 0.11% | Add +86.0% | 8,061 | $454K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +1.3% | 8,055 | $454K |
| Legacy Wealth Management, LLC / MS | 0.18% | New | 8,037 | $453K |
| Traynor Capital Management, Inc. | 0.03% | New | 7,995 | $451K |
| Fortitude Advisory Group L.L.C. | 0.27% | Add +0.2% | 7,945 | $448K |
| Birchcreek Wealth Management, LLC | 0.28% | No change | 7,934 | $447K |
| Mendel Capital Management LLC | 0.27% | Add +1.8% | 7,857 | $443K |
| Cora Capital Advisors LLC | 0.21% | Add +19.8% | 7,855 | $443K |
| M.E. Allison & Co., Inc. | 0.48% | — | 7,750 | $437K |
| McAdam, LLC | 0.02% | Add +30.8% | 7,714 | $435K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -4.2% | 7,666 | $432K |
| Balboa Wealth Partners | 0.10% | Reduce -70.0% | 7,639 | $431K |
| Jacobi Capital Management LLC | 0.03% | Add +7.0% | 7,518 | $424K |
| Argyle Capital Partners, LLC | 0.36% | — | 7,393 | $417K |
| Carnegie Lake Advisors LLC | 0.17% | Reduce -11.2% | 7,360 | $415K |
| Belvedere Trading LLC | 0.03% | New | 7,336 | $414K |
| CFO4Life Group, LLC | 0.07% | Add +0.8% | 7,331 | $413K |
| Bank of New York Mellon Corp | 0.00% | Add +9.9% | 7,325 | $413K |
| Searle & Co. | 0.12% | New | 7,323 | $413K |
| Seaview Investment Managers LLC | 0.11% | New | 7,266 | $410K |
| Corient Private Wealth LP | 0.00% | New | 7,264 | $410K |
| Johnson & White Wealth Management, LLC | 0.25% | Add +34.1% | 7,215 | $406K |
| Fortis Advisors, LLC | 0.27% | Add +2.8% | 7,180 | $405K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +66.1% | 6,807 | $384K |
| Northern Trust Corp. | 0.00% | Add +17.4% | 6,764 | $381K |
| Melia Wealth LLC | 0.20% | New | 6,696 | $378K |
| Grant Private Wealth Management Inc | 0.41% | — | 6,665 | $376K |
| Compound Planning, Inc. | 0.02% | New | 6,665 | $376K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,654 | $375K |
| Captrust Financial Advisors | 0.00% | New | 6,592 | $372K |
| Verus Capital Partners, LLC | 0.04% | Add +2.2% | 6,586 | $371K |
| IPG Investment Advisors LLC | 0.08% | New | 6,459 | $367K |
| Innovative Advisory Group, LLC | 0.33% | — | 6,506 | $367K |
| Narus Financial Partners, LLC | 0.12% | Add +42.2% | 6,400 | $361K |
| Fermata Advisors, LLC | 0.07% | Add +1.1% | 6,360 | $359K |
| Marcum Wealth, LLC | 0.03% | Add +6.1% | 6,352 | $358K |
| Sterling Investment Advisors, Ltd. | 0.09% | New | 6,271 | $354K |
| Clarus Wealth Advisors | 0.18% | Add +0.7% | 6,319 | $353K |
| Redwood Financial Network Corp | 0.26% | New | 6,252 | $352K |
| Baker Avenue Asset Management, LP | 0.01% | Add +2.0% | 6,218 | $351K |
| ELCO Management Co., LLC | 0.18% | Add +19.6% | 6,100 | $344K |
| IAM Advisory, LLC | 0.09% | Add +2.9% | 6,065 | $342K |
| Hohimer Wealth Management, LLC | 0.06% | New | 6,051 | $341K |
| Concorde Asset Management, LLC | 0.18% | Add +56.8% | 6,036 | $340K |
| Personal Cfo Solutions, LLC | 0.07% | Add +22.1% | 6,022 | $340K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +28.0% | 6,017 | $339K |
| Patton Albertson Miller Group, LLC | 0.05% | New | 6,000 | $338K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -1.9% | 5,985 | $337K |
| Latitude Advisors, LLC | 0.19% | New | 5,910 | $333K |
| Security National Bank | 0.05% | Add +126.9% | 5,891 | $332K |
| Cary Street Partners Investment Advisory LLC | 0.22% | Reduce -98.2% | 5,853 | $330K |
| Claro Advisors Inc. | 0.04% | New | 5,831 | $329K |
| Csenge Advisory Group | 0.02% | Reduce -43.1% | 5,773 | $325K |
| Keybank National Association | 0.00% | No change | 5,739 | $324K |
| Pacific Center for Financial Services | 0.08% | No change | 5,725 | $323K |
| Stratos Investment Management, LLC | 0.02% | No change | 5,719 | $322K |
| Interchange Capital Partners, LLC | 0.12% | Reduce -45.1% | 5,646 | $318K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -13.9% | 5,646 | $318K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +166.2% | 5,608 | $316K |
| Navis Wealth Advisors, LLC | 0.34% | No change | 5,570 | $314K |
| Thomasville National Bank | 0.02% | New | 5,500 | $310K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 5,504 | $310K |
| Vishria Bird Financial Group, LLC | 0.11% | Add +1.2% | 5,410 | $305K |
| Key Client Fiduciary Advisors, LLC | 0.14% | New | 5,389 | $304K |
| Gateway Wealth Partners, LLC | 0.08% | Add +0.4% | 5,387 | $304K |
| FSC Wealth Advisors, LLC | 0.20% | Add +6.1% | 5,379 | $303K |
| Financial Guidance Group, Inc. | 0.17% | No change | 5,362 | $302K |
| Welch Group, LLC | 0.01% | New | 5,250 | $300K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -0.7% | 5,296 | $299K |
| Sound Income Strategies, LLC | 0.02% | Reduce -0.9% | 5,190 | $293K |
| Retirement Planning Group, LLC / NY | 0.32% | — | 5,110 | $288K |
| XML Financial, LLC | 0.03% | Add +4.6% | 5,105 | $288K |
| Summit Trail Advisors, LLC | 0.01% | Add +11.3% | 5,062 | $288K |
| Family Investment Center, Inc. | 0.07% | Reduce -1.2% | 5,094 | $287K |
| Zuckerman Investment Group, LLC | 0.03% | New | 5,000 | $283K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +4.2% | 5,008 | $282K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +25.0% | 5,000 | $282K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +20.6% | 4,782 | $270K |
| CIBC Private Wealth Group LLC | 0.00% | Add +51.0% | 4,705 | $267K |
| Cibc World Market Inc. | 0.00% | New | 4,723 | $266K |
| Obsidian Cio, LLC | 0.05% | No change | 4,652 | $262K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +132.1% | 4,642 | $262K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 4,630 | $261K |
| Corps Capital Advisors, LLC | 0.26% | — | 4,625 | $261K |
| Winebrenner Capital Management LLC | 0.20% | — | 4,612 | $260K |
| Costello Asset Management, INC | 0.17% | Add +31.9% | 4,589 | $259K |
| Tranquility Partners, LLC | 0.10% | Reduce -0.8% | 4,556 | $257K |
| Park Square Financial Group, LLC | 0.18% | — | 4,550 | $257K |
| Blueprint Investment Partners LLC | 0.04% | New | 4,500 | $254K |
| Synergy Investment Management, LLC | 0.11% | — | 4,488 | $253K |
| Townsquare Capital LLC | 0.00% | Add +10.8% | 4,471 | $252K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 4,376 | $247K |
| Swmg, LLC | 0.10% | Add +2.1% | 4,231 | $246K |
| Berger Financial Group, Inc | 0.02% | Add +13.0% | 4,340 | $245K |
| Tompkins Financial Corp. | 0.02% | New | 4,311 | $243K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 4,300 | $242K |
| Wealthspan Partners, LLC | 0.11% | New | 4,253 | $240K |
| Clarendon Private LLC | 0.25% | — | 4,240 | $239K |
| Cerity Partners LLC | 0.00% | Reduce -27.6% | 4,281 | $239K |
| Diversify Wealth Management, LLC | 0.02% | New | 4,266 | $239K |
| Certuity, LLC | 0.03% | New | 4,233 | $239K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.6% | 4,233 | $239K |
| Granite Harbor Advisors, Inc. | 0.13% | Add +2.8% | 4,222 | $238K |
| Oregon Pacific Wealth Management, LLC | 0.23% | — | 4,202 | $237K |
| Lokken Investment Group LLC | 0.10% | New | 4,198 | $237K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3007.5% | 4,133 | $233K |
| Appleton Partners Inc. | 0.02% | New | 4,115 | $232K |
| Tyche Wealth Partners LLC | 0.05% | No change | 4,114 | $232K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 4,103 | $231K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 4,100 | $231K |
| Redwood Wealth Management Group, LLC | 0.11% | New | 4,100 | $231K |
| Adero Partners, LLC | 0.01% | No change | 4,090 | $231K |
| Murphy & Mullick Capital Management Corp | 0.21% | — | 4,032 | $229K |
| Balefire, LLC | 0.08% | Add +1.9% | 4,068 | $229K |
| Kapstone Financial Advisors LLC | 0.12% | Reduce -12.1% | 3,976 | $228K |
| Secure Asset Management, LLC | 0.03% | Add +6.2% | 4,038 | $228K |
| Forum Financial Management, LP | 0.00% | No change | 4,017 | $226K |
| Greenleaf Trust | 0.00% | New | 4,000 | $226K |
| Strategic Blueprint, LLC | 0.01% | New | 3,946 | $222K |
| Aurora Private Wealth, Inc. | 0.17% | Add +0.8% | 3,930 | $222K |
| Masso Torrence Wealth Management Inc. | 0.12% | Reduce -93.6% | 3,905 | $220K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 3,900 | $220K |
| Sandy Spring Bank | 0.01% | Add +873.3% | 3,893 | $219K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.8% | 3,841 | $217K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 3,804 | $214K |
| Legacy Financial Strategies, LLC | 0.05% | New | 3,800 | $214K |
| Capital Advisory Group Advisory Services, LLC | 0.08% | No change | 3,785 | $213K |
| Zacks Investment Management | 0.00% | New | 3,773 | $213K |
| Canvas Wealth Advisors, LLC | 0.05% | Add +2.1% | 3,736 | $212K |
| Allen Capital Group, LLC | 0.03% | New | 3,760 | $212K |
| SkyOak Wealth, LLC | 0.05% | New | 3,750 | $211K |
| Tradewinds, LLC. | 0.06% | New | 3,629 | $209K |
| Pennsylvania Capital Management Inc. | 0.07% | Reduce -19.5% | 3,703 | $209K |
| Ascentis Independent Advisors | 0.04% | New | 3,651 | $206K |
| Cascade Financial Partners, LLC | 0.03% | No change | 3,641 | $205K |
| Carolinas Wealth Consulting LLC | 0.04% | No change | 3,595 | $204K |
| RPS Advisory Solutions LLC | 0.13% | New | 3,616 | $204K |
| TD Waterhouse Canada Inc. | 0.00% | New | 3,600 | $203K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -11.7% | 3,580 | $202K |
| Bfsg, LLC | 0.02% | Reduce -23.3% | 3,197 | $180K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -12.7% | 3,155 | $178K |
| Caitlin John, LLC | 0.12% | Add +0.9% | 3,129 | $176K |
| CENTRAL TRUST Co | 0.00% | Add +256.2% | 3,095 | $174K |
| Independence Bank of Kentucky | 0.02% | No change | 2,720 | $153K |
| Centerpoint Advisors, LLC | 0.05% | Reduce -3.2% | 2,701 | $152K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 2,673 | $151K |
| Allworth Financial LP | 0.00% | Add +82.2% | 2,365 | $137K |
| Greenline Partners, LLC | 0.02% | New | 2,323 | $131K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 2,275 | $128K |
| National Bank of Canada | 0.00% | New | 2,220 | $125K |
| Financial Gravity Companies, Inc. | 0.03% | New | 2,197 | $124K |
| Signaturefd, LLC | 0.00% | Add +17.2% | 2,130 | $120K |
| WR Wealth Planners, LLC | 0.04% | Add +26.2% | 2,081 | $117K |
| Heck Capital Advisors, LLC | 0.01% | New | 2,035 | $115K |
| Putney Financial Group LLC | 0.10% | — | 2,025 | $114K |
| NBT Bank, N.A. | 0.01% | Add +100.0% | 2,000 | $113K |
| Beacon Capital Management, LLC | 0.01% | Add +21.8% | 1,974 | $111K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -16.6% | 1,915 | $108K |
| Rialto Wealth Management, LLC | 0.04% | — | 1,882 | $106K |
| VSM Wealth Advisory, LLC | 0.04% | — | 1,831 | $103K |
| Atlas Capital Advisors Inc. | 0.01% | New | 1,800 | $101K |
| HBC Financial Services, PLLC | 0.06% | Add +1.8% | 1,750 | $98K |
| Bessemer Group Inc. | 0.00% | Add +368.0% | 1,596 | $90K |
| Godsey & Gibb, Inc. | 0.01% | New | 1,516 | $85K |
| Sugarloaf Wealth Management, LLC | 0.02% | New | 1,463 | $82K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 1,369 | $77K |
| Tidemark, LLC | 0.03% | Add +312.7% | 1,329 | $75K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,260 | $71K |
| Ulland Investment Advisors, LLC | 0.05% | New | 1,206 | $68K |
| Trust Co. of Vermont | 0.00% | Reduce -17.8% | 1,200 | $68K |
| Founders Financial Alliance, LLC | 0.02% | No change | 1,182 | $67K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.3% | 1,166 | $66K |
| Front Row Advisors LLC | 0.02% | Add +13.8% | 1,115 | $63K |
| Transce3nd, LLC | 0.02% | — | 1,099 | $62K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,095 | $62K |
| Longview Financial Advisors LLC | 0.04% | — | 1,056 | $60K |
| Colonial Trust Co / SC | 0.01% | No change | 1,056 | $60K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,000 | $57K |
| Ravenstone Capital Management Inc. | 0.03% | New | 1,000 | $56K |
| Wellington Shields & Co., LLC | 0.02% | No change | 1,000 | $56K |
| Roxbury Financial LLC | 0.05% | — | 938 | $54K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +27.0% | 940 | $53K |
| Sittner & Nelson, LLC | 0.02% | New | 934 | $53K |
| BankPlus Trust Department | 0.02% | — | 930 | $52K |
| Roble, Belko & Company, Inc | 0.01% | Add +3.2% | 908 | $51K |
| Bear Mountain Capital, Inc. | 0.02% | New | 796 | $46K |
| Westside Investment Management, Inc. | 0.01% | Reduce -2.5% | 785 | $44K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 805 | $44K |
| Winch Advisory Services, LLC | 0.01% | No change | 774 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.4% | 722 | $41K |
| Sugar Maple Asset Management, LLC | 0.03% | New | 723 | $41K |
| Heritage Wealth Advisors | 0.00% | Add +25.8% | 717 | $40K |
| Oarsman Capital, Inc. | 0.01% | Reduce -4.9% | 713 | $40K |
| Venturi Wealth Management, LLC | 0.00% | Add +33.0% | 713 | $40K |
| Creekmur Asset Management LLC | 0.01% | Add +2.3% | 709 | $40K |
| CoreCap Advisors, LLC | 0.00% | Add +2.2% | 706 | $40K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 685 | $39K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 428 | $38K |
| Hollencrest Capital Management | 0.00% | Add +2.5% | 620 | $35K |
| Kestra Investment Management, LLC | 0.00% | New | 592 | $33K |
| Bokf, NA | 0.00% | No change | 570 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 550 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Add +15.8% | 528 | $30K |
| Capital A Wealth Management, LLC | 0.05% | — | 523 | $29K |
| Crewe Advisors LLC | 0.00% | Add +154.5% | 509 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 500 | $28K |
| Mainstream Capital Management LLC | 0.02% | New | 500 | $28K |
| HM Payson & Co. | 0.00% | No change | 500 | $28K |
| SJS Investment Consulting Inc. | 0.00% | No change | 491 | $28K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +107.6% | 490 | $28K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 459 | $26K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -83.9% | 433 | $24K |
| Briaud Financial Planning Inc | 0.01% | New | 409 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 400 | $23K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 382 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 349 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -7.1% | 328 | $18K |
| Asset Dedication, LLC | 0.00% | Add +18.9% | 314 | $18K |
| Raleigh Capital Management Inc. | 0.01% | No change | 300 | $17K |
| Barclays PLC | 0.00% | No change | 290 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 275 | $15K |
| AllSquare Wealth Management LLC | 0.01% | New | 262 | $15K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 250 | $14K |
| LGT Financial Advisors LLC | 0.03% | Reduce -6.1% | 230 | $13K |
| Albion Financial Group | 0.00% | New | 210 | $12K |
| Crowley Wealth Management, Inc. | 0.01% | — | 200 | $11K |
| Blue Trust, Inc. | 0.00% | New | 200 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 186 | $10K |
| First PREMIER Bank | 0.00% | No change | 144 | $8K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 114 | $6K |
| Main Street Group, LTD | 0.00% | New | 110 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | New | 100 | $6K |
| City State Bank | 0.00% | No change | 95 | $5K |
| Nvwm, LLC | 0.00% | New | 95 | $5K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 93 | $5K |
| Centricity Wealth Management, LLC | 0.00% | — | 90 | $5K |
| Mather Group, Llc. | 0.00% | No change | 90 | $5K |
| Avion Wealth | 0.00% | No change | 100 | $5K |
| GoalVest Advisory LLC | 0.00% | New | 84 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +12.5% | 72 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 71 | $4K |
| Chesapeake Asset Management LLC | 0.00% | Add +1.7% | 61 | $3K |
| Tower View Wealth Management LLC | 0.00% | New | 61 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | Add +2.1% | 49 | $3K |
| Quent Capital, LLC | 0.00% | New | 48 | $3K |
| Morgan Dempsey Capital Management LLC | 0.00% | New | 38 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -77.5% | 34 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 18 | $1K |
| Menard Financial Group LLC | 0.00% | New | 14 | $789 |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 11 | $646 |
| Vermillion Wealth Management, Inc. | 0.00% | — | 8 | $451 |
| FMR LLC | 0.00% | Reduce -71.4% | 6 | $338 |
| Lanark Financial, Inc. | 0.03% | — | 4 | $275 |
| Anderson Financial Strategies, LLC | 0.00% | — | 4 | $226 |
| Activest Wealth Management | 0.00% | Add +100.0% | 2 | $92 |
| TrinityBridge Ltd | 0.00% | No change | 1,477 | $0 |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.