JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q4 2025 (December 31)941holders +90
90new positions
56sold out
3famous investors
$58.13avg. 13F price*
At the end of Q4 2025, 941 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 90 from Q3 2025. 90 opened new positions and 56 sold out. The largest holders were JPMorgan Chase & Co. ($1.4B), Morgan Stanley ($1.3B) and LPL Financial LLC ($865.0M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $53.6M |
| Exits | 56 | $88.3M |
All 13F filers, Q3 2025 → Q4 2025: 11,151,350 shares bought and 8,972,371 shares sold, net +2,178,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 941 holders
| JPMorgan Chase & Co. | 0.09% | Reduce -15.5% | 23,671,381 | $1.4B |
| Morgan Stanley | 0.08% | Add +6.7% | 22,507,866 | $1.3B |
| LPL Financial LLC | 0.24% | Add +4.1% | 14,883,554 | $865.0M |
| Bank of America Corp. | 0.05% | Add +8.1% | 12,745,418 | $740.8M |
| Wells Fargo & Company | 0.09% | Add +4.9% | 8,195,365 | $476.3M |
| Ameriprise Financial Inc. | 0.07% | Add +13.5% | 5,039,267 | $292.8M |
| Royal Bank of Canada | 0.04% | Add +3.4% | 4,088,702 | $237.6M |
| Raymond James Financial Inc. | 0.07% | Add +0.2% | 3,937,400 | $228.8M |
| Osaic Holdings, Inc. | 0.33% | Reduce -0.6% | 3,874,499 | $225.2M |
| UBS Group AG | 0.04% | Add +0.9% | 3,423,625 | $199.0M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -5.2% | 3,388,639 | $196.9M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.2% | 2,872,597 | $167.0M |
| Cetera Investment Advisers | 0.18% | Add +5.1% | 2,831,490 | $164.6M |
| Allworth Financial LP | 0.49% | Add +2.7% | 2,042,274 | $118.7M |
| RiverFront Investment Group, LLC | 1.88% | Reduce -25.4% | 1,961,662 | $114.0M |
| Equitable Holdings, Inc. | 0.76% | Add +178.3% | 1,922,556 | $111.7M |
| Jones Financial Companies LLLP | 0.06% | Add +31.6% | 1,714,156 | $99.6M |
| MML Investors Services, LLC | 0.19% | Add +15.3% | 1,343,676 | $78.1M |
| Stifel Financial Corp. | 0.07% | Reduce -7.6% | 1,272,889 | $74.0M |
| Kestra Advisory Services, LLC | 0.28% | Add +5.4% | 1,148,691 | $66.8M |
| Capital Advisors Inc. | 1.05% | Add +2.9% | 1,121,601 | $65.2M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -2.8% | 1,119,736 | $65.1M |
| Hilton Capital Management, LLC | 4.68% | Add +0.4% | 1,070,046 | $62.2M |
| Private Advisor Group, LLC | 0.28% | Add +0.9% | 1,010,618 | $58.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.0% | 840,622 | $48.9M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +24.9% | 825,450 | $48.0M |
| Cwm, LLC | 0.13% | Add +6.1% | 823,751 | $47.9M |
| SBI Securities Co., Ltd. | 1.10% | Add +1.8% | 737,969 | $42.9M |
| Mariner, LLC | 0.05% | Add +19.7% | 662,314 | $38.5M |
| Baird Financial Group, Inc. | 0.06% | Add +1.4% | 659,374 | $38.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11.9% | 657,148 | $38.2M |
| Wealth Advisors of Iowa, LLC | 11.81% | Add +3.6% | 618,962 | $36.0M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +4.1% | 612,639 | $35.6M |
| Apollon Wealth Management, LLC | 0.62% | Reduce -0.0% | 611,979 | $35.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -28.0% | 601,260 | $35.4M |
| Signature Estate & Investment Advisors LLC | 0.69% | Add +0.9% | 589,440 | $34.3M |
| Franklin Resources Inc. | 0.01% | Reduce -4.8% | 588,942 | $34.2M |
| Cary Street Partners Financial LLC | 0.85% | Reduce -2.0% | 588,774 | $34.2M |
| Truist Financial Corp. | 0.04% | Reduce -1.6% | 578,402 | $33.6M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +4.5% | 526,978 | $30.6M |
| Lebenthal Global Advisors, LLC | 4.64% | Add +1.5% | 517,512 | $30.1M |
| NewEdge Advisors, LLC | 0.11% | Reduce -2.3% | 511,360 | $29.7M |
| PSI Advisors, LLC | 7.25% | Add +6.0% | 496,715 | $28.9M |
| Magnus Financial Group LLC | 2.08% | Add +1.7% | 467,341 | $27.2M |
| Focus Partners Wealth | 0.03% | Add +6.1% | 446,570 | $26.0M |
| James Reed Financial Services, Inc. | 20.49% | Add +6.5% | 439,846 | $25.6M |
| Cornerstone Advisory, LLC | 2.14% | Add +2.1% | 385,776 | $22.4M |
| SageGuard Financial Group, LLC | 3.39% | — | 366,313 | $21.3M |
| HUB Investment Partners, LLC | 0.57% | Add +21.9% | 359,246 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.7% | 353,775 | $20.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 337,822 | $19.6M |
| Westwood Holdings Group Inc. | 0.16% | Add +0.2% | 335,097 | $19.5M |
| Independent Financial Group, LLC | 0.41% | Add +17.9% | 318,348 | $18.5M |
| Traynor Capital Management, Inc. | 1.02% | Add +17.0% | 317,764 | $18.5M |
| Prime Capital Investment Advisors, LLC | 0.22% | Reduce -1.8% | 312,367 | $18.2M |
| Aventura Private Wealth, LLC | 6.33% | Reduce -2.6% | 302,951 | $17.6M |
| Kingsview Wealth Management, LLC | 0.25% | Add +23.6% | 300,051 | $17.4M |
| Wealthfront Advisers LLC | 0.04% | Add +9.9% | 293,227 | $17.0M |
| Waverly Advisors, LLC | 0.14% | Add +9.9% | 289,236 | $16.8M |
| Cerity Partners LLC | 0.02% | Add +371.4% | 276,324 | $16.1M |
| &partners | 0.08% | Reduce -1.3% | 262,881 | $15.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +4.1% | 262,420 | $15.3M |
| Centurion Wealth Management LLC | 3.22% | Add +2.4% | 251,902 | $14.6M |
| Pine Valley Investments Ltd Liability Co | 0.69% | Add +3.8% | 235,309 | $13.8M |
| Bernardo Wealth Planning LLC | 2.55% | Add +0.6% | 230,085 | $13.4M |
| MADDEN SECURITIES Corp | 3.94% | Reduce -9.4% | 222,368 | $12.9M |
| Mountain Capital Investment Advisors Inc. | 2.03% | Add +4.0% | 211,822 | $12.6M |
| Kintra Wealth, LLC | 1.75% | Reduce -3.1% | 215,597 | $12.5M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +4.6% | 213,117 | $12.4M |
| Argent Trust Co | 0.42% | Reduce -3.4% | 211,015 | $12.3M |
| Cambridge Advisors Inc. | 2.31% | Add +0.8% | 208,509 | $12.1M |
| Park Avenue Securities LLC | 0.10% | Add +157.6% | 205,600 | $11.9M |
| Compass Financial Services Inc | 5.12% | Add +5.5% | 204,503 | $11.9M |
| Kingswood Wealth Advisors, LLC | 0.57% | Add +120.3% | 204,496 | $11.9M |
| Rothschild Investment LLC | 0.65% | Add +0.1% | 203,611 | $11.8M |
| Prota Financial, LLC | 8.48% | — | 202,553 | $11.8M |
| RWQ Financial Management Services, Inc. | 5.26% | Add +5521.4% | 196,750 | $11.4M |
| Beacon Financial Advisory LLC | 2.65% | Add +3.2% | 196,586 | $11.4M |
| United Capital Financial Advisors, LLC | 0.07% | New | 194,906 | $11.3M |
| Prospera Financial Services Inc | 0.19% | Reduce -5.0% | 194,550 | $11.3M |
| Eldridge Investment Advisors, Inc. | 2.46% | Reduce -6.0% | 191,863 | $11.2M |
| Three Magnolias Financial Advisors, LLC | 6.75% | Add +1.0% | 186,927 | $10.9M |
| Venture Visionary Partners LLC | 0.35% | Add +5.3% | 184,687 | $10.7M |
| Southern Capital Services Inc. | 6.76% | — | 184,451 | $10.7M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Add +6.8% | 183,664 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | Add +80.1% | 182,963 | $10.6M |
| Summit Financial, LLC | 0.15% | Reduce -8.7% | 177,705 | $10.4M |
| Mgo One Seven LLC | 0.21% | Add +2.1% | 176,137 | $10.2M |
| Ellis Investment Partners, LLC | 1.78% | Reduce -33.1% | 175,227 | $10.2M |
| Coastal Bridge Advisors, LLC | 0.69% | Add +0.3% | 159,581 | $9.3M |
| AdvisorNet Financial, Inc | 0.48% | Reduce -10.4% | 156,525 | $9.1M |
| Lighthouse Financial LLC | 5.94% | Reduce -5.1% | 156,511 | $9.1M |
| Wick Capital Partners, LLC | 1.62% | Reduce -7.2% | 155,697 | $9.0M |
| Comerica Bank | 0.04% | Reduce -4.6% | 155,214 | $9.0M |
| Morse Asset Management, Inc | 1.80% | Add +1.1% | 153,505 | $8.9M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +6.5% | 152,844 | $8.9M |
| Hennion & Walsh Asset Management, Inc. | 0.30% | Add +5.5% | 150,302 | $8.7M |
| ADG Wealth Management Group, LLC | 6.58% | Add +2.9% | 149,573 | $8.7M |
| Stephens Inc. | 0.11% | Reduce -2.6% | 147,238 | $8.6M |
| Principle Wealth Partners LLC | 0.48% | Add +1.7% | 145,107 | $8.4M |
| Members Advisory Group LLC | 3.13% | Add +16.9% | 143,039 | $8.3M |
| Childress Capital Advisors, LLC | 1.33% | Reduce -7.2% | 142,833 | $8.3M |
| Carr Financial Group Corp | 2.18% | Add +32.6% | 140,611 | $8.2M |
| Sandbox Financial Partners, LLC | 2.25% | Reduce -1.5% | 139,962 | $8.1M |
| Kennedy Investment Group, Inc. | 3.05% | Add +9.6% | 139,234 | $8.1M |
| Advisory Resource Group | 1.41% | Add +2.6% | 138,077 | $8.0M |
| SHP Wealth Management | 0.62% | — | 137,958 | $8.0M |
| Larson Financial Group LLC | 0.27% | Add +5.2% | 137,415 | $8.0M |
| Sheets Smith Wealth Management | 0.87% | Add +15.0% | 136,846 | $8.0M |
| IVC Wealth Advisors LLC | 3.41% | Add +4.5% | 134,752 | $7.8M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +4.6% | 129,901 | $7.5M |
| New Wave Wealth Advisors LLC | 2.74% | Add +2.0% | 127,449 | $7.5M |
| Creative Planning | 0.01% | Add +17.6% | 127,602 | $7.4M |
| Mechanics Bank Trust Department | 0.96% | Add +13.5% | 126,546 | $7.4M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -11.7% | 125,682 | $7.3M |
| Thoroughbred Financial Services, LLC | 0.43% | Add +2.1% | 125,136 | $7.3M |
| New England Private Wealth Advisors LLC | 0.90% | Reduce -0.4% | 124,526 | $7.2M |
| Smartleaf Asset Management LLC | 0.27% | Add +74.8% | 120,460 | $7.1M |
| Indivisible Partners | 0.77% | — | 122,250 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1.1% | 121,394 | $7.1M |
| Milestone Asset Management, LLC | 1.33% | Add +3.9% | 121,285 | $7.0M |
| NFSG Corp | 1.08% | Reduce -0.6% | 119,884 | $7.0M |
| MTM Financial Group, LLC | 3.30% | Add +0.9% | 119,058 | $6.9M |
| Forefront Wealth Management Inc. | 4.92% | Add +0.8% | 118,017 | $6.9M |
| Beck Capital Management, LLC | 1.62% | Reduce -1.5% | 116,859 | $6.8M |
| Garden State Investment Advisory Services LLC | 1.61% | Add +0.3% | 116,161 | $6.8M |
| MBL Wealth, LLC | 0.54% | Reduce -10.3% | 116,040 | $6.7M |
| Cadence Bank | 0.39% | Add +13.7% | 114,044 | $6.6M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -5.7% | 113,509 | $6.6M |
| Avior Wealth Management, LLC | 0.20% | Add +9.0% | 112,873 | $6.6M |
| D.A. Davidson & Co. | 0.04% | Add +13.3% | 112,396 | $6.5M |
| High Net Worth Advisory Group LLC | 1.50% | Add +7.3% | 112,353 | $6.5M |
| AlphaStar Capital Management, LLC | 0.48% | Reduce -15.8% | 111,868 | $6.5M |
| Foresight Capital Management Advisors, Inc. | 3.50% | Add +3.1% | 111,292 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +20.5% | 108,493 | $6.4M |
| Spire Wealth Management | 0.21% | Add +111.6% | 110,097 | $6.4M |
| Z3 Capital Partners, LLC | 1.54% | — | 110,094 | $6.4M |
| Vienna Asset Management LLC | 3.63% | Reduce -24.4% | 109,964 | $6.4M |
| Eagle Bluffs Wealth Management LLC | 2.58% | Reduce -1.3% | 108,325 | $6.4M |
| Caerus Investment Advisors, LLC | 2.12% | Add +339.8% | 109,277 | $6.4M |
| Capital Analysts, LLC | 0.18% | Add +3.1% | 109,130 | $6.3M |
| Lee Johnson Capital Management, LLC | 2.14% | Reduce -25.5% | 107,411 | $6.2M |
| Assetmark, Inc. | 0.01% | Add +7.6% | 107,405 | $6.2M |
| Brookstone Capital Management | 0.07% | Add +12.5% | 107,220 | $6.2M |
| Chicago Partners Investment Group LLC | 0.15% | Add +10.7% | 105,038 | $6.2M |
| Geneos Wealth Management Inc. | 0.15% | Add +22.9% | 105,857 | $6.2M |
| Pinnacle Associates Ltd. | 0.08% | Add +14.2% | 104,613 | $6.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.72% | Add +0.5% | 104,233 | $6.1M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -18.4% | 103,633 | $6.0M |
| Centaurus Financial, Inc. | 0.28% | Add +2.8% | 103,612 | $6.0M |
| West Michigan Advisors, LLC | 1.34% | Add +1.6% | 99,471 | $5.8M |
| Ignite Planners, LLC | 0.87% | Add +4.3% | 95,302 | $5.7M |
| Intrepid Financial Planning Group LLC | 2.15% | Reduce -1.2% | 97,232 | $5.7M |
| 21 West Wealth Management LLC | 5.16% | Reduce -2.3% | 97,056 | $5.6M |
| Integrity Alliance, Llc. | 0.20% | Add +38.6% | 95,648 | $5.6M |
| Greater Midwest Financial Group, LLC | 3.09% | Add +10.0% | 95,099 | $5.5M |
| Foguth Wealth Management, LLC. | 0.85% | — | 94,820 | $5.5M |
| Mutual Advisors, LLC | 0.12% | Add +2.1% | 94,294 | $5.5M |
| AE Wealth Management LLC | 0.03% | Add +188.9% | 93,835 | $5.5M |
| Arkadios Wealth Advisors | 0.11% | Add +17.0% | 92,896 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +9.8% | 91,438 | $5.3M |
| FRG Family Wealth Advisors LLC | 0.82% | Reduce -15.9% | 90,996 | $5.3M |
| NWF Advisory Services Inc. | 0.57% | Reduce -7.5% | 89,489 | $5.2M |
| Krilogy Financial LLC | 0.18% | Add +1.0% | 87,059 | $5.2M |
| Axxcess Wealth Management, LLC | 0.09% | Add +4.8% | 88,947 | $5.2M |
| Trinity Legacy Partners, LLC | 1.17% | Reduce -13.7% | 87,896 | $5.1M |
| Silver Oak Securities, Incorporated | 0.34% | Add +6.0% | 85,207 | $5.0M |
| Ulland Investment Advisors, LLC | 4.03% | Reduce -1.5% | 86,409 | $5.0M |
| World Investment Advisors | 0.08% | Add +40.0% | 85,793 | $5.0M |
| Benjamin Edwards Inc. | 0.05% | Add +3.0% | 85,280 | $5.0M |
| International Assets Investment Management, LLC | 0.34% | Add +6.6% | 85,155 | $4.9M |
| Hibernia Wealth Partners, LLC | 1.47% | Add +104.8% | 84,005 | $4.9M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -28.1% | 83,863 | $4.9M |
| Principal Securities, Inc. | 0.07% | Add +17.7% | 83,160 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -24.1% | 83,119 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.5% | 82,758 | $4.8M |
| Maia Wealth LLC | 0.81% | Add +1.5% | 83,052 | $4.8M |
| Lake Street Private Wealth, LLC | 0.58% | Reduce -1.4% | 80,548 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Add +66.7% | 78,691 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +12.5% | 78,497 | $4.6M |
| Semus Wealth Partners LLC | 2.46% | Add +3.2% | 78,467 | $4.6M |
| FAS Wealth Partners, Inc. | 0.29% | Add +15.0% | 77,363 | $4.5M |
| Visionary Wealth Advisors | 0.20% | Reduce -0.0% | 75,911 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.47% | Add +7.7% | 75,421 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +10.6% | 94,403 | $4.4M |
| DAVENPORT & Co LLC | 0.02% | Add +8.6% | 74,876 | $4.4M |
| PFG Investments, LLC | 0.20% | Add +6.7% | 74,492 | $4.3M |
| Blair William & Co. | 0.01% | Reduce -11.9% | 73,982 | $4.3M |
| Capital Investment Advisory Services, LLC | 0.30% | Add +0.2% | 73,351 | $4.3M |
| Money Concepts Capital Corp. | 0.24% | Add +13.9% | 73,337 | $4.3M |
| Headlands Technologies LLC | 0.35% | Add +103.2% | 73,101 | $4.2M |
| Trajan Wealth LLC | 0.17% | Reduce -4.5% | 71,812 | $4.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.29% | Add +6.4% | 71,633 | $4.2M |
| Belpointe Asset Management LLC | 0.15% | Add +31.4% | 71,414 | $4.2M |
| Perennial Investment Advisors, LLC | 0.33% | Add +17.1% | 71,211 | $4.1M |
| Hexagon Capital Partners LLC | 0.76% | Add +28.3% | 71,043 | $4.1M |
| Sunpointe, LLC | 1.37% | Add +18.4% | 70,226 | $4.1M |
| Harbour Investments, Inc. | 0.08% | Add +3.9% | 70,902 | $4.1M |
| WCG Wealth Advisors LLC | 0.11% | New | 70,273 | $4.1M |
| RPg Family Wealth Advisory, LLC | 0.89% | Reduce -3.0% | 69,138 | $4.1M |
| Choreo, LLC | 0.05% | Add +14.2% | 68,219 | $4.0M |
| Tradition Wealth Management, LLC | 0.29% | Reduce -47.4% | 69,263 | $4.0M |
| KFG Wealth Management, LLC | 0.54% | Add +23.0% | 68,945 | $4.0M |
| Sigma Planning Corp | 0.11% | Add +0.9% | 68,591 | $4.0M |
| Empire Financial Management Company, LLC | 0.87% | Reduce -14.1% | 68,571 | $4.0M |
| SlateStone Wealth, LLC | 0.33% | Reduce -0.6% | 68,395 | $4.0M |
| Rooted Wealth Advisors, Inc. | 1.12% | New | 68,749 | $4.0M |
| Princeton Global Asset Management LLC | 0.64% | Add +0.4% | 68,172 | $4.0M |
| SeaCrest Wealth Management, LLC | 0.40% | Add +3.1% | 67,216 | $4.0M |
| Retirement Planning Group, LLC / NY | 2.70% | Add +100.8% | 67,403 | $4.0M |
| Kingstone Capital Partners Texas, LLC | 2.26% | Add +0.6% | 66,562 | $3.9M |
| GC Wealth Management RIA, LLC | 0.14% | Add +35.2% | 65,446 | $3.8M |
| Flagstar Securities, Inc. | 1.27% | Add +1.6% | 64,614 | $3.8M |
| Saxony Capital Management, LLC | 2.29% | Add +53.0% | 64,407 | $3.7M |
| Herbst Group, LLC | 2.19% | Reduce -0.9% | 63,958 | $3.7M |
| Retirement Guys Formula LLC | 1.68% | Add +11.6% | 63,499 | $3.7M |
| Mayfair Advisory Group, LLC | 1.42% | Reduce -0.9% | 62,859 | $3.7M |
| Wagner Wealth Management, LLC | 0.78% | Add +1.7% | 62,750 | $3.6M |
| Turn8 Private Wealth Inc. | 2.59% | Add +0.1% | 64,849 | $3.6M |
| Palacios Wealth Management, LLC | 2.74% | Reduce -20.2% | 61,566 | $3.6M |
| FWG Holdings, LLC | 1.35% | Add +23.1% | 60,012 | $3.6M |
| AssuredPartners Investment Advisors, LLC | 0.53% | Add +443.7% | 61,037 | $3.5M |
| Wedbush Securities Inc. | 0.10% | Reduce -12.0% | 60,887 | $3.5M |
| HBW Advisory Services LLC | 0.38% | Add +17.4% | 60,798 | $3.5M |
| WMS Group LLC | 4.48% | — | 60,556 | $3.5M |
| Citizens Financial Group Inc. | 0.05% | Add +27.7% | 59,690 | $3.5M |
| Verity Asset Management, Inc. | 1.48% | Add +17.4% | 59,163 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +11.0% | 58,631 | $3.4M |
| Westbourne Investments, Inc. | 1.58% | Add +4.5% | 58,309 | $3.4M |
| Level Four Advisory Services, LLC | 0.11% | Add +6.5% | 56,878 | $3.3M |
| Smith, Moore & Co. | 0.25% | Reduce -11.6% | 56,793 | $3.3M |
| JT Stratford LLC | 0.41% | Reduce -3.1% | 54,644 | $3.2M |
| Kovack Advisors, Inc. | 0.15% | Add +96.5% | 54,612 | $3.2M |
| Investment Partners Asset Management, Inc. | 1.97% | New | 54,324 | $3.2M |
| Gateway Wealth Partners, LLC | 0.35% | Add +312.5% | 54,254 | $3.2M |
| Financial Partners Group, Inc | 0.36% | Reduce -79.8% | 52,410 | $3.1M |
| 4WEALTH Advisors, Inc. | 2.68% | Add +0.5% | 53,300 | $3.1M |
| Capstone Wealth Management Group LLC | 1.87% | Add +6.8% | 53,084 | $3.1M |
| Flynn Zito Capital Management, LLC | 1.10% | Reduce -0.7% | 53,032 | $3.1M |
| Aptus Capital Advisors, LLC | 0.03% | Add +34.8% | 52,710 | $3.1M |
| Fortress Financial Solutions, LLC | 3.13% | Add +22.4% | 52,671 | $3.1M |
| Summit Wealth Partners, LLC | 0.56% | Add +2.3% | 52,310 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +100.3% | 52,308 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +31.8% | 51,661 | $3.0M |
| Purus Wealth Management, LLC | 0.93% | Add +0.5% | 51,489 | $3.0M |
| PVG Asset Management Corp. | 6.36% | Add +1041.8% | 51,472 | $3.0M |
| Sloy Dahl & Holst, LLC | 0.36% | Add +0.4% | 51,129 | $3.0M |
| Global Assets Advisory, LLC | 0.85% | Add +4.0% | 51,128 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -16.5% | 50,437 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +16.8% | 50,270 | $2.9M |
| Ring Mountain Capital, LLC | 1.50% | Reduce -0.1% | 49,543 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +12.7% | 49,457 | $2.9M |
| Investment Advisory Services Inc. /TX | 0.90% | Add +4.9% | 49,225 | $2.9M |
| M Holdings Securities, Inc. | 0.20% | New | 47,834 | $2.8M |
| PMG Family Office LLC | 3.19% | Add +0.0% | 47,083 | $2.8M |
| Littlejohn Financial Services, Inc. | 2.01% | Add +5.2% | 46,856 | $2.7M |
| Perissos Private Wealth Management, LLC | 2.35% | Add +17.1% | 46,811 | $2.7M |
| Generation Capital Management LLC | 1.74% | Add +7.8% | 46,165 | $2.7M |
| Goldstone Financial Group, LLC | 0.30% | Add +7.0% | 46,087 | $2.7M |
| Whipplewood Advisors, LLC | 1.72% | Add +18.2% | 45,968 | $2.7M |
| Concorde Financial Corp | 2.06% | Add +0.0% | 45,311 | $2.7M |
| M.E. Allison & Co., Inc. | 1.80% | Add +5.3% | 45,501 | $2.6M |
| Planning Directions Inc. | 1.33% | Add +0.4% | 45,467 | $2.6M |
| Atlantic Union Bankshares Corp | 0.05% | Add +129.2% | 45,380 | $2.6M |
| IHT Wealth Management, LLC | 0.06% | Add +11.5% | 45,178 | $2.6M |
| TrueWealth Advisors, LLC | 0.67% | Add +4.2% | 44,471 | $2.6M |
| IFP Advisors, Inc | 0.06% | Add +11.5% | 44,392 | $2.6M |
| Global Retirement Partners, LLC | 0.05% | Add +13.9% | 44,323 | $2.6M |
| Stillwater Wealth Management Group | 1.74% | Reduce -3.4% | 44,201 | $2.6M |
| Oxinas Partners, LLC | 1.24% | Add +395.4% | 44,166 | $2.6M |
| PDS Planning, Inc | 0.17% | Add +1.6% | 43,497 | $2.5M |
| Ameritas Advisory Services, LLC | 0.09% | Add +2.6% | 43,478 | $2.5M |
| Navis Wealth Advisors, LLC | 1.07% | Add +740.7% | 43,448 | $2.5M |
| D'Orazio & Associates, Inc. | 0.32% | Add +2.5% | 43,208 | $2.5M |
| American Trust | 0.21% | Add +0.4% | 42,995 | $2.5M |
| Clarity Wealth Advisors, LLC | 0.50% | Add +1.7% | 42,538 | $2.5M |
| Tucker Asset Management LLC | 0.72% | Add +3.4% | 42,452 | $2.5M |
| Lifeworks Advisors, LLC | 0.32% | No change | 42,096 | $2.4M |
| Herold Advisors, Inc. | 0.54% | Add +21.8% | 41,868 | $2.4M |
| Investors Portfolio Services LLC | 2.19% | — | 41,593 | $2.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +10.9% | 41,777 | $2.4M |
| Sulzberger Capital Advisors, Inc. | 2.45% | Add +32.2% | 41,657 | $2.4M |
| Daymark Wealth Partners, LLC | 0.08% | Add +6.8% | 41,340 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +74.9% | 40,923 | $2.4M |
| Gill Capital Partners, LLC | 0.71% | Reduce -9.1% | 40,569 | $2.4M |
| Quantinno Capital Management LP | 0.00% | Add +19.3% | 40,551 | $2.4M |
| Fiduciary Alliance LLC | 0.15% | Add +0.1% | 40,510 | $2.4M |
| J.Safra Asset Management Corp | 0.12% | Add +17.5% | 40,063 | $2.3M |
| Modus Advisors, LLC | 0.61% | Reduce -5.8% | 39,764 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Add +10.4% | 39,510 | $2.3M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -12.6% | 38,994 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.16% | Add +34.9% | 38,877 | $2.3M |
| Security National Bank | 0.32% | Add +13.4% | 38,106 | $2.2M |
| Marshall Financial Group, LLC | 0.43% | Reduce -8.7% | 37,982 | $2.2M |
| Lifestyle Asset Management, Inc. | 0.72% | Reduce -1.5% | 37,825 | $2.2M |
| Institute for Wealth Management, LLC. | 0.23% | Add +3.1% | 37,617 | $2.2M |
| Integras Partners LLC | 1.74% | Reduce -0.7% | 37,069 | $2.2M |
| Bellevue Asset Management, LLC | 0.69% | Add +0.8% | 36,691 | $2.1M |
| Anchor Capital Management Group Inc | 1.08% | No change | 37,000 | $2.1M |
| Boreal Capital Management LLC | 1.93% | Add +231.1% | 36,180 | $2.1M |
| Drive Wealth Management, LLC | 0.41% | Add +134.9% | 35,701 | $2.1M |
| StoneX Group Inc. | 0.09% | Reduce -3.6% | 35,534 | $2.1M |
| RFG Advisory, LLC | 0.04% | Add +13.6% | 35,340 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Add +5.4% | 35,310 | $2.1M |
| Smallwood Wealth Investment Management, LLC | 1.07% | Add +27.6% | 35,238 | $2.0M |
| MIdWestOne Financial Group, Inc. | 0.23% | Add +1.0% | 35,161 | $2.0M |
| Investor's Fiduciary Advisor Network, LLC | 0.43% | Reduce -1.9% | 34,841 | $2.0M |
| Invst, LLC | 0.22% | Add +3.6% | 34,771 | $2.0M |
| Resurgent Financial Advisors LLC | 1.01% | Reduce -2.4% | 34,635 | $2.0M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.3% | 34,625 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 34,460 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +0.4% | 34,714 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.71% | Reduce -5.7% | 34,102 | $2.0M |
| McDonald Partners LLC | 0.62% | Add +21.9% | 33,959 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Add +80.8% | 33,561 | $2.0M |
| TrustBank | 0.82% | — | 33,779 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +9.7% | 33,714 | $2.0M |
| Caprock Group, LLC | 0.04% | Reduce -2.4% | 33,302 | $2.0M |
| Wealth Effects LLC | 0.61% | Add +39.0% | 33,593 | $2.0M |
| Colonial River Investments, LLC | 0.70% | Add +2.6% | 33,555 | $2.0M |
| VestGen Advisors, LLC | 0.08% | Reduce -9.2% | 33,387 | $1.9M |
| WealthPlan Investment Management, LLC | 0.12% | Add +756.0% | 32,777 | $1.9M |
| NCP Inc. | 1.51% | Add +11.7% | 32,164 | $1.9M |
| Confluence Wealth Services, Inc. | 0.08% | Add +4.1% | 32,002 | $1.9M |
| Decker Wealth Management LLC | 0.40% | — | 31,616 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Add +194.8% | 31,229 | $1.8M |
| AQR Capital Management | 0.00% | Add +121.7% | 31,222 | $1.8M |
| Coppell Advisory Solutions LLC | 0.18% | Add +7.7% | 30,533 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +9.8% | 31,039 | $1.8M |
| San Luis Wealth Advisors LLC | 0.30% | Reduce -41.9% | 31,025 | $1.8M |
| Insigneo Advisory Services, LLC | 0.13% | Add +35.5% | 31,022 | $1.8M |
| IFG Advisory, LLC | 0.08% | Add +7.9% | 30,950 | $1.8M |
| Chapin Davis, Inc. | 0.42% | Add +1.7% | 30,929 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.48% | Add +424.6% | 30,706 | $1.8M |
| QP Wealth Management, LLC | 1.57% | — | 30,667 | $1.8M |
| Investment Advisory Services Group LLC | 1.58% | — | 30,538 | $1.8M |
| US Bancorp \de | 0.00% | Add +1.2% | 30,480 | $1.8M |
| Opal Capital LLC | 0.44% | — | 33,755 | $1.8M |
| Haverford Trust Co | 0.02% | No change | 30,172 | $1.8M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -6.0% | 30,143 | $1.8M |
| Slagle Financial, LLC | 0.61% | Add +58.2% | 30,039 | $1.7M |
| Anderson Financial Strategies, LLC | 1.01% | Reduce -25.4% | 29,815 | $1.7M |
| Scotia Capital Inc. | 0.01% | Add +1.4% | 29,654 | $1.7M |
| Advisory Advocates, LLC | 1.70% | — | 29,478 | $1.7M |
| Marks Wealth, LLC | 0.57% | Add +6.7% | 29,144 | $1.7M |
| Vise Technologies, Inc. | 0.03% | Add +75.8% | 29,108 | $1.7M |
| HBK Sorce Advisory LLC | 0.04% | Add +20.0% | 28,449 | $1.7M |
| CPC Advisors, LLC | 0.17% | Add +0.6% | 28,195 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.16% | Add +0.4% | 28,140 | $1.6M |
| Clear Creek Financial Management, LLC | 0.13% | Add +49.9% | 28,070 | $1.6M |
| LRI Investments, LLC | 0.13% | No change | 27,900 | $1.6M |
| Financial Guidance Group, Inc. | 0.66% | Add +181.6% | 27,671 | $1.6M |
| Continuum Advisory, LLC | 0.16% | Reduce -2.8% | 27,116 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Reduce -2.4% | 26,972 | $1.6M |
| Cora Capital Advisors LLC | 0.61% | Reduce -3.8% | 26,956 | $1.6M |
| Delta Investment Management, LLC | 0.26% | Add +6.2% | 26,223 | $1.5M |
| ORBA Wealth Advisors, L.L.C. | 1.31% | Reduce -10.1% | 26,058 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 25,935 | $1.5M |
| Beacon Financial Planning, Inc. | 0.73% | Add +2.5% | 25,874 | $1.5M |
| JSF Financial, LLC | 0.31% | Add +91.6% | 25,711 | $1.5M |
| Teucrium Investment Advisors, LLC | 1.62% | — | 25,424 | $1.5M |
| Teamwork Financial Advisors, LLC | 0.16% | Reduce -53.5% | 25,358 | $1.5M |
| Sowell Financial Services LLC | 0.05% | Reduce -60.9% | 25,244 | $1.5M |
| Melia Wealth LLC | 0.68% | Add +20.2% | 25,201 | $1.5M |
| Brown Miller Wealth Management, LLC | 0.40% | Add +3.1% | 24,982 | $1.5M |
| Kraematon Investment Advisors, Inc. | 1.15% | Add +0.5% | 24,885 | $1.4M |
| Frontier Asset Management, LLC | 0.34% | Add +8.0% | 24,869 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 24,754 | $1.4M |
| Golden State Wealth Management, LLC | 0.15% | Add +79.2% | 24,497 | $1.4M |
| Bluespring Wealth Management, LLC | 0.12% | New | 24,203 | $1.4M |
| MBA Advisors LLC | 0.57% | Add +12.1% | 24,290 | $1.4M |
| Secured Retirement Advisors, LLC | 0.78% | Reduce -7.5% | 24,175 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.44% | Reduce -0.4% | 23,888 | $1.4M |
| Newport Capital Group, LLC | 0.82% | Add +2.3% | 23,216 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +66.3% | 23,174 | $1.3M |
| PFG Advisors | 0.06% | Reduce -33.5% | 23,021 | $1.3M |
| Steele Capital Management, Inc. | 0.06% | No change | 22,763 | $1.3M |
| Western Wealth Management, LLC | 0.06% | Add +6.1% | 22,961 | $1.3M |
| Focused Wealth Management, Inc | 0.14% | Add +8.1% | 22,767 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.57% | Add +11.2% | 22,569 | $1.3M |
| Cogent Private Wealth, Inc. | 0.98% | — | 22,211 | $1.3M |
| PKS Advisory Services, LLC | 0.29% | Add +4.6% | 21,987 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.61% | Reduce -30.4% | 21,537 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.23% | Add +0.0% | 21,609 | $1.3M |
| Concord Wealth Partners | 0.16% | Add +1.3% | 21,472 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.6% | 21,409 | $1.2M |
| Innovative Advisory Group, LLC | 0.82% | Add +9.9% | 21,374 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +6.4% | 21,122 | $1.2M |
| Finivi Inc. | 0.71% | New | 21,157 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +59.7% | 21,116 | $1.2M |
| Intrua Financial, LLC | 0.13% | Add +8.3% | 20,980 | $1.2M |
| Procyon Advisors, LLC | 0.06% | Add +2.3% | 20,887 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -1.0% | 20,804 | $1.2M |
| Bauman Advisory Group, LLC | 0.97% | — | 20,781 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +9.5% | 20,571 | $1.2M |
| Tactive Advisors, LLC | 0.35% | Reduce -1.6% | 20,337 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +8.1% | 20,151 | $1.2M |
| Beam Wealth Advisors, Inc. | 0.32% | Add +1.0% | 20,112 | $1.2M |
| Gotham Asset Management | 0.00% | Add +55.8% | 20,074 | $1.2M |
| Old Mission Capital LLC | 0.05% | Reduce -41.2% | 20,065 | $1.2M |
| Yukon Wealth Management, Inc. | 0.67% | Reduce -1.7% | 20,076 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -7.5% | 19,758 | $1.1M |
| Millennium Capital Advisors, LLC | 0.67% | Add +0.3% | 19,411 | $1.1M |
| Coordinated Financial Services, Inc. | 0.66% | Add +26.1% | 19,378 | $1.1M |
| Round Rock Advisors LLC | 0.17% | Add +2.2% | 19,365 | $1.1M |
| GM Advisory Group, LLC | 0.04% | New | 19,346 | $1.1M |
| National Philanthropic Trust | 0.01% | Add +81.1% | 19,250 | $1.1M |
| Bank of Montreal | 0.00% | Add +105.4% | 19,246 | $1.1M |
| Florida Financial Advisors, LLC | 0.30% | Add +36.3% | 19,193 | $1.1M |
| FNY Investment Advisers, LLC | 0.32% | Add +2.1% | 19,167 | $1.1M |
| Diversify Wealth Management, LLC | 0.05% | Add +5.2% | 18,780 | $1.1M |
| Cooper Financial Group | 0.12% | Add +0.3% | 19,077 | $1.1M |
| Ethos Capital Management, Inc. | 1.04% | — | 19,014 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -37.3% | 18,999 | $1.1M |
| NCM Capital Management, LLC | 0.41% | Add +2.7% | 18,961 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.17% | Add +49.2% | 18,782 | $1.1M |
| Bridgewealth Advisory Group, LLC | 0.24% | Reduce -50.9% | 18,693 | $1.1M |
| Midwest Trust Co | 0.01% | Add +1.9% | 18,478 | $1.1M |
| Ruggiero Investments, Inc. | 0.97% | — | 18,441 | $1.1M |
| Stirlingshire Investments, Inc. | 0.94% | — | 18,140 | $1.1M |
| Owen LaRue, LLC | 0.40% | Add +48.9% | 18,062 | $1.0M |
| Wealth Management Partners, LLC | 0.30% | Reduce -1.6% | 18,021 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +68.9% | 17,945 | $1.0M |
| CVA Family Office, LLC | 0.12% | Add +11.7% | 17,905 | $1.0M |
| Novem Group | 0.12% | Reduce -0.9% | 17,743 | $1.0M |
| Cherry Tree Wealth Management, LLC | 0.22% | Reduce -2.1% | 17,679 | $1.0M |
| Redwood Financial Network Corp | 0.65% | Reduce -0.0% | 17,597 | $1.0M |
| First National Bank of Omaha | 0.03% | New | 17,304 | $1.0M |
| Annex Advisory Services, LLC | 0.02% | Add +8.5% | 17,520 | $1.0M |
| Soltis Investment Advisors LLC | 0.07% | Add +4.9% | 17,292 | $1.0M |
| Emissary Wealth LLC | 0.84% | — | 17,236 | $1.0M |
| Private Trust Co. NA | 0.09% | Add +3.8% | 17,158 | $997K |
| Cozad Asset Management Inc. | 0.08% | Add +26.1% | 17,119 | $995K |
| Abel Hall, LLC | 0.23% | No change | 17,100 | $994K |
| Asset Allocation Strategies LLC | 0.18% | Reduce -4.2% | 17,070 | $992K |
| Triumph Capital Management | 0.21% | Add +23.9% | 17,038 | $990K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.2% | 16,835 | $978K |
| Wealthspan Partners, LLC | 0.36% | Add +22.8% | 16,833 | $978K |
| Armor Investment Advisors, LLC | 0.36% | Reduce -79.6% | 16,780 | $975K |
| Pasadena Private Wealth, LLC | 0.13% | Add +12.4% | 16,749 | $973K |
| Consilium Wealth Advisory, LLC | 0.36% | Add +1.2% | 16,733 | $972K |
| Xcel Wealth Management, LLC | 0.25% | Add +5.9% | 16,727 | $972K |
| Prosperity Consulting Group, LLC | 0.04% | Add +47.2% | 16,711 | $971K |
| Future Financial Wealth Managment LLC | 0.65% | Add +2.1% | 16,765 | $971K |
| Wesbanco Bank Inc. | 0.03% | Add +4.7% | 16,668 | $969K |
| DB&C Advisors, LLC | 1.21% | — | 16,628 | $966K |
| Advance Capital Management, Inc. | 0.04% | Reduce -0.7% | 16,618 | $966K |
| Great Diamond Partners, LLC | 0.19% | New | 16,582 | $964K |
| Essex Financial Services, Inc. | 0.05% | Reduce -4.9% | 16,581 | $964K |
| Hilltop Wealth Advisors, LLC | 0.48% | Reduce -16.6% | 16,579 | $964K |
| Putney Financial Group LLC | 0.90% | Add +85.9% | 16,480 | $958K |
| Lewis Asset Management, LLC | 0.39% | Add +10.1% | 16,361 | $951K |
| Johnson & White Wealth Management, LLC | 0.41% | Reduce -0.8% | 16,318 | $948K |
| Steinberganna Wealth Management | 0.44% | Add +1.8% | 16,293 | $947K |
| Paradigm, Strategies in Wealth Management, LLC | 0.62% | Add +19.9% | 16,211 | $942K |
| Betterment LLC | 0.00% | Add +62.3% | 16,160 | $939K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +8.4% | 16,079 | $935K |
| Sfmg, LLC | 0.06% | New | 16,026 | $931K |
| Tritonpoint Wealth, LLC | 0.09% | Add +2.0% | 15,771 | $926K |
| Stonebridge Financial Group, LLC | 0.08% | Reduce -1.4% | 15,914 | $925K |
| Helium Advisors LLC | 0.94% | Add +36.7% | 15,910 | $925K |
| Nautilus Advisors LLC | 0.60% | Reduce -0.6% | 15,878 | $923K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.4% | 15,833 | $920K |
| Comprehensive Financial Planning, Inc. | 0.60% | Reduce -10.6% | 15,739 | $915K |
| Savant Capital, LLC | 0.01% | Reduce -14.5% | 15,659 | $910K |
| Cypress Wealth Services, LLC | 0.13% | Add +307.8% | 15,587 | $906K |
| Bell Bank | 0.04% | Reduce -0.6% | 15,560 | $904K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.8% | 15,537 | $903K |
| Red Crane Wealth Management, LLC | 0.73% | Add +1.8% | 15,463 | $899K |
| Latitude Advisors, LLC | 0.39% | Add +1.5% | 15,071 | $876K |
| Corps Capital Advisors, LLC | 0.91% | Add +40.0% | 15,058 | $875K |
| MAI Capital Management | 0.01% | Add +13.9% | 15,003 | $872K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +25.0% | 15,000 | $872K |
| 5T Wealth, LLC | 0.34% | Reduce -7.4% | 14,788 | $860K |
| Jacobi Capital Management LLC | 0.05% | Add +8.0% | 14,645 | $851K |
| Clay Northam Wealth Management, LLC | 0.47% | Add +0.0% | 14,515 | $844K |
| Becker Capital Management Inc. | 0.02% | No change | 14,314 | $840K |
| Optima Capital LLC | 0.36% | Add +5.2% | 14,315 | $837K |
| Palogic Value Management, L.P. | 0.36% | New | 14,400 | $837K |
| Arrow Financial Corp | 0.08% | New | 14,174 | $824K |
| Northern Trust Corp. | 0.00% | Add +1.8% | 14,120 | $821K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -7.2% | 13,898 | $819K |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.5% | 14,058 | $817K |
| Tempo Wealth, LLC | 0.15% | — | 14,041 | $816K |
| Chung Wu Investment Group, LLC | 0.67% | Reduce -1.4% | 14,015 | $815K |
| Fermata Advisors, LLC | 0.20% | Add +0.2% | 13,991 | $813K |
| Ameriflex Group, Inc. | 0.42% | Add +235.4% | 13,946 | $811K |
| Panoramic Investment Advisors, LLC | 0.44% | Add +1.7% | 13,805 | $802K |
| Savvy Advisors, Inc. | 0.03% | Add +69.3% | 13,726 | $798K |
| Abbot Financial Management, Inc. | 0.33% | Reduce -2.9% | 13,611 | $791K |
| Yarger Wealth Strategies, LLC | 0.34% | Add +40.0% | 13,527 | $786K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.3% | 13,517 | $786K |
| Keystone Wealth Services, LLC | 0.16% | Add +1.5% | 13,468 | $783K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -4.5% | 13,406 | $779K |
| Thompson David Blair | 0.44% | — | 13,403 | $779K |
| Skyline Advisors, Inc. | 0.26% | Add +6.9% | 13,399 | $779K |
| Innovative Wealth Building LLC | 0.57% | Reduce -12.3% | 13,379 | $778K |
| Fullerton Advisors, LLC | 0.78% | — | 13,352 | $776K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.3% | 13,339 | $775K |
| Aurora Private Wealth, Inc. | 0.51% | — | 13,309 | $774K |
| Marshall & Sterling Wealth Advisors Inc. | 0.50% | Reduce -41.4% | 13,094 | $761K |
| Total Clarity Wealth Management, Inc. | 0.18% | Add +0.2% | 13,062 | $759K |
| Atria Investments, Inc | 0.01% | Add +8.8% | 12,935 | $752K |
| TigerOak Management, L.L.C. | 0.23% | Add +1.9% | 12,921 | $751K |
| TopTier Wealth Management, LLC | 0.51% | — | 12,889 | $749K |
| Calton & Associates, Inc. | 0.11% | Add +1.0% | 12,879 | $749K |
| John W. Brooker & Co., CPAs | 1.34% | Add +163.2% | 12,867 | $748K |
| CAP Partners, LLC | 0.42% | Reduce -6.6% | 12,842 | $746K |
| Absolute Capital Management, LLC | 0.27% | Add +13.6% | 12,790 | $744K |
| Meridian Wealth Management, LLC | 0.03% | Add +173.6% | 12,716 | $739K |
| Tandem Financial, LLC | 0.88% | Reduce -9.8% | 12,821 | $729K |
| Ehrlich Financial Group | 0.41% | Reduce -12.1% | 12,452 | $724K |
| Howard Financial Services, LTD. | 0.08% | Add +0.3% | 12,393 | $720K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -49.9% | 12,202 | $716K |
| Zions Bancorporation, National Association | 0.03% | No change | 12,300 | $715K |
| Silverlake Wealth Management LLC | 0.16% | Add +17.0% | 12,202 | $709K |
| Meridian Financial Partners LLC | 0.28% | Add +4.1% | 12,078 | $708K |
| Ironsides Asset Advisors, LLC | 0.18% | Reduce -0.4% | 12,158 | $707K |
| Verus Capital Partners, LLC | 0.05% | Add +15.2% | 12,067 | $701K |
| BLVD Private Wealth, LLC | 0.61% | Add +1.4% | 12,063 | $701K |
| Strategic Advisors LLC | 0.11% | Add +41.5% | 11,951 | $695K |
| Investment Planning Advisors, Inc. | 0.20% | Reduce -44.8% | 11,910 | $692K |
| First Foundation Advisors | 0.03% | New | 11,781 | $685K |
| Southland Equity Partners LLC | 0.14% | Reduce -3.6% | 11,768 | $684K |
| Grant Private Wealth Management Inc | 0.41% | Add +2.2% | 11,750 | $683K |
| Tepp RIA, LLC | 0.67% | Add +107.9% | 11,669 | $678K |
| IMC-Chicago, LLC | 0.01% | New | 11,485 | $668K |
| RDA Financial Network | 0.16% | Reduce -5.7% | 11,425 | $664K |
| Discipline Wealth Solutions, LLC | 0.12% | Add +16.9% | 11,403 | $663K |
| Kelly Financial Services LLC | 0.17% | Reduce -3.5% | 11,399 | $662K |
| Fourth Dimension Wealth, LLC | 0.24% | Add +2239.4% | 11,393 | $662K |
| ELCO Management Co., LLC | 0.42% | Reduce -0.9% | 11,375 | $661K |
| Patron Partners, LLC | 0.29% | Add +17.1% | 11,359 | $660K |
| Ieq Capital, LLC | 0.00% | Add +204.7% | 11,274 | $655K |
| Focus Financial Network, Inc. | 0.02% | Reduce -10.6% | 11,015 | $647K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +2.8% | 11,057 | $643K |
| HighPoint Advisor Group LLC | 0.01% | New | 10,895 | $633K |
| Woodmont Investment Counsel LLC | 0.04% | Add +137.3% | 10,878 | $632K |
| Advisor Resource Council | 0.22% | New | 10,600 | $629K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 10,765 | $626K |
| Elevation Wealth Management LLC | 0.60% | — | 10,584 | $621K |
| Marmo Financial Group, LLC | 0.29% | New | 10,608 | $617K |
| Means Investment Co., Inc. | 0.05% | Reduce -16.0% | 10,586 | $615K |
| Lanark Financial, Inc. | 0.05% | Add +22.5% | 10,559 | $614K |
| Tyche Wealth Partners LLC | 0.10% | Add +11.0% | 10,547 | $613K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +1.9% | 10,537 | $612K |
| PCM Encore, LLC | 0.13% | — | 10,515 | $611K |
| Galvin, Gaustad & Stein, LLC | 0.05% | No change | 10,500 | $610K |
| Rockingstone Advisors LLC | 0.28% | Reduce -4.8% | 10,430 | $606K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Add +2.7% | 10,416 | $605K |
| Significant Wealth Partners LLC | 0.67% | New | 10,373 | $603K |
| Pacific Center for Financial Services | 0.15% | No change | 10,466 | $602K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -6.7% | 10,301 | $599K |
| Flputnam Investment Management Co. | 0.01% | New | 10,224 | $594K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +4.2% | 10,224 | $594K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 10,189 | $592K |
| Cibc World Market Inc. | 0.00% | Add +18.7% | 10,162 | $591K |
| Pennsylvania Capital Management Inc. | 0.16% | Add +1.0% | 10,148 | $590K |
| Signature Equity Partners, LLC | 0.33% | — | 10,109 | $588K |
| Castle Rock Wealth Management, LLC | 0.13% | Add +4.2% | 10,024 | $584K |
| Global Wealth Strategies & Associates | 0.15% | Reduce -20.6% | 10,055 | $584K |
| MSH Capital Advisors LLC | 0.12% | New | 10,055 | $584K |
| Harvest Investment Services, LLC | 0.11% | Add +23.9% | 10,007 | $582K |
| BTS Asset Management, Inc. | 0.78% | Reduce -3.4% | 9,904 | $575K |
| Jane Street Group, LLC | 0.00% | Add +159.0% | 9,900 | $575K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +29.5% | 9,898 | $575K |
| Concorde Asset Management, LLC | 0.23% | Reduce -1.2% | 9,869 | $574K |
| Ergawealth Advisors, Inc. | 0.26% | Reduce -70.6% | 9,846 | $572K |
| Fearless Solutions, LLC dba Best Invest | 0.35% | Add +5.0% | 9,838 | $572K |
| Shepherd Financial Partners LLC | 0.05% | No change | 9,817 | $571K |
| CRA Financial Services, LLC | 0.07% | New | 9,708 | $564K |
| Autumn Glory Partners, LLC | 0.20% | No change | 9,670 | $562K |
| Narus Financial Partners, LLC | 0.15% | Reduce -0.5% | 9,550 | $555K |
| Wealthspire Retirement, LLC | 0.03% | Add +3.0% | 9,458 | $550K |
| Diversify Advisory Services, LLC | 0.02% | Add +17.8% | 9,323 | $549K |
| Marion Wealth Management | 0.12% | Reduce -2.5% | 9,217 | $546K |
| FSB Premier Wealth Management, Inc. | 0.17% | Reduce -10.6% | 9,374 | $545K |
| Crewe Advisors LLC | 0.05% | Add +31.8% | 9,306 | $541K |
| Murphy & Mullick Capital Management Corp | 0.38% | Add +6.6% | 9,181 | $534K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +46.6% | 9,155 | $532K |
| Allen Capital Group, LLC | 0.05% | Add +5.7% | 9,141 | $531K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -27.0% | 9,121 | $530K |
| Independent Investors Inc. | 0.10% | Add +0.8% | 9,120 | $530K |
| Baker Avenue Asset Management, LP | 0.01% | Add +46.5% | 9,111 | $530K |
| Prosperity Financial Group, Inc. | 0.19% | Reduce -83.8% | 9,080 | $528K |
| Strategic Blueprint, LLC | 0.03% | New | 9,025 | $525K |
| Clearwave Capital, LLC | 0.38% | — | 8,948 | $520K |
| Synergy Investment Management, LLC | 0.18% | Add +46.5% | 8,921 | $518K |
| Westend Capital Management, LLC | 0.14% | Reduce -1.1% | 8,900 | $517K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -15.9% | 8,759 | $514K |
| Balboa Wealth Partners | 0.09% | Add +9.3% | 8,820 | $513K |
| Plan Group Financial, LLC | 0.13% | Add +65.2% | 8,778 | $510K |
| Rothschild Wealth LLC | 0.05% | Reduce -2.9% | 8,710 | $506K |
| Novare Capital Management LLC | 0.04% | Add +5.8% | 8,665 | $504K |
| Matisse Capital | 0.23% | Add +17.0% | 8,659 | $503K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Reduce -1.6% | 8,637 | $502K |
| RBA Wealth Management, LLC | 0.17% | New | 8,598 | $500K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -4.9% | 8,597 | $500K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | Add +6.8% | 8,451 | $491K |
| Signal Advisors Wealth, LLC | 0.04% | New | 8,321 | $484K |
| Family Investment Center, Inc. | 0.10% | Reduce -6.9% | 8,104 | $474K |
| Hilltop Holdings Inc. | 0.03% | Add +17.4% | 8,154 | $474K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +18.1% | 8,150 | $474K |
| Integrity Wealth Advisors, Inc. | 0.33% | New | 8,149 | $474K |
| Darden Wealth Group Inc | 0.23% | New | 8,112 | $471K |
| Sound Income Strategies, LLC | 0.02% | Add +0.9% | 7,987 | $471K |
| Independent Wealth Network Inc. | 0.14% | Reduce -5.7% | 8,040 | $467K |
| Strong Retirement Solutions LLC | 0.31% | — | 7,977 | $464K |
| Legacy Private Trust Co. | 0.03% | No change | 7,955 | $462K |
| Carnegie Lake Advisors LLC | 0.18% | Reduce -0.1% | 7,945 | $462K |
| Westside Investment Management, Inc. | 0.07% | Reduce -0.2% | 7,907 | $459K |
| Modera Wealth Management, LLC | 0.01% | No change | 7,860 | $457K |
| GWN Securities Inc. | 0.09% | Reduce -3.3% | 7,846 | $456K |
| Plus Group Wealth Advisors LLC | 0.50% | — | 7,787 | $453K |
| Jackson Hole Capital Partners, LLC | 0.08% | New | 7,777 | $452K |
| BCS Wealth Management | 0.05% | Reduce -45.4% | 7,769 | $452K |
| Mascagni Wealth Management, Inc. | 0.34% | Reduce -5.3% | 7,759 | $451K |
| Roman Butler Fullerton & Co. | 0.12% | New | 7,631 | $450K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -69.8% | 7,632 | $449K |
| UMB Bank, n.a. | 0.01% | Add +10.2% | 7,716 | $448K |
| Two Sigma Investments, LP | 0.00% | Reduce -95.7% | 7,700 | $448K |
| FMR LLC | 0.00% | Add +1187.7% | 7,649 | $445K |
| Triton Wealth Management, PLLC | 0.17% | Add +5.2% | 7,518 | $440K |
| Advisor OS, LLC | 0.04% | Add +0.0% | 7,554 | $439K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +61.5% | 7,542 | $438K |
| Searle & Co. | 0.11% | No change | 7,490 | $435K |
| Socha Financial Group, LLC | 0.21% | Reduce -7.5% | 7,363 | $428K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 7,330 | $426K |
| Fortis Advisors, LLC | 0.23% | Add +2.6% | 7,326 | $426K |
| Thompson Davis & Co., Inc. | 0.25% | Add +16.9% | 7,260 | $422K |
| MJP Associates Inc. | 0.05% | Add +4.4% | 7,236 | $421K |
| Benchmark Financial, LLC | 0.41% | — | 7,142 | $415K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +2.2% | 7,090 | $412K |
| Comprehensive Money Management Services LLC | 0.28% | Add +9.3% | 7,035 | $409K |
| Independence Asset Advisors, LLC | 0.23% | Add +2.3% | 6,965 | $409K |
| Nordwand Advisors, LLC | 0.07% | New | 7,025 | $408K |
| Catalyst Investment Management LLC | 0.39% | — | 7,007 | $407K |
| Berkshire Asset Management LLC | 0.02% | New | 7,000 | $407K |
| Legacy Wealth Management, LLC / MS | 0.11% | No change | 6,990 | $406K |
| Pointe Capital Management LLC | 0.20% | Reduce -7.6% | 6,765 | $393K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +0.2% | 6,632 | $385K |
| Milestone Asset Management Group, LLC | 0.21% | New | 6,512 | $378K |
| Montecito Bank & Trust | 0.06% | Reduce -11.5% | 6,470 | $376K |
| CENTRAL TRUST Co | 0.01% | Add +21.6% | 6,463 | $376K |
| Richmond Investment Services, LLC | 0.06% | Reduce -6.2% | 6,458 | $375K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 6,400 | $372K |
| SevenBridge Financial Group, LLC | 0.06% | Reduce -10.4% | 6,228 | $370K |
| Providence Capital Advisors, LLC | 0.06% | New | 6,342 | $369K |
| Evolve Private Wealth, LLC | 0.02% | — | 6,201 | $364K |
| WealthShield Partners, LLC | 0.04% | Reduce -2.2% | 6,254 | $363K |
| Financially in Tune, LLC | 0.34% | — | 6,243 | $363K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -1.6% | 6,238 | $363K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.8% | 6,162 | $362K |
| Raub Brock Capital Management LP | 0.08% | No change | 6,163 | $358K |
| Blodgett Wealth Advisors, LLC | 0.25% | No change | 6,150 | $357K |
| Dakota Wealth Management | 0.01% | New | 6,136 | $357K |
| Sonoma Allocations LLC | 0.12% | Add +0.6% | 5,995 | $356K |
| Meadowbrook Wealth Management, LLC | 0.41% | No change | 6,114 | $355K |
| Rwa Wealth Partners, LLC | 0.00% | Add +75.2% | 6,096 | $354K |
| Texas Yale Capital Corp. | 0.01% | Add +14.2% | 6,025 | $350K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Add +53.2% | 6,013 | $349K |
| Orleans Capital Management Corp. | 0.22% | New | 6,000 | $349K |
| Blankinship & Foster, LLC | 0.08% | New | 6,000 | $349K |
| Financial Sense Advisors, Inc. | 0.07% | New | 5,994 | $348K |
| Private Client Services, LLC | 0.11% | New | 5,980 | $348K |
| White Knight Strategic Wealth Advisors, LLC | 0.25% | Add +50.6% | 5,948 | $346K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -52.5% | 5,939 | $345K |
| Blue Trust, Inc. | 0.00% | Add +743.5% | 5,938 | $345K |
| Interchange Capital Partners, LLC | 0.06% | Add +0.9% | 5,892 | $342K |
| Clearstead Trust, LLC | 0.05% | Add +20.7% | 5,834 | $339K |
| Argyle Capital Partners, LLC | 0.25% | No change | 5,834 | $339K |
| Stratos Investment Management, LLC | 0.01% | No change | 5,740 | $334K |
| Keybank National Association | 0.00% | No change | 5,739 | $334K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -12.1% | 5,720 | $332K |
| Ping Capital Management, Inc. | 0.13% | Reduce -83.2% | 5,700 | $331K |
| Cassady Wealth & Retirement Planning, LLC | 0.22% | — | 5,693 | $331K |
| BankPlus Trust Department | 0.09% | No change | 5,692 | $331K |
| Strait & Sound Wealth Management LLC | 0.12% | Add +11.3% | 5,668 | $329K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +11.6% | 5,660 | $329K |
| Edge Financial Advisors LLC | 0.14% | New | 5,641 | $328K |
| Trexquant Investment LP | 0.00% | Add +3.6% | 5,636 | $328K |
| Rhodes Investment Advisors Inc. | 0.26% | — | 5,630 | $327K |
| Odyssey Capital Advisors, Inc. | 0.29% | — | 5,604 | $326K |
| KERR FINANCIAL PLANNING Corp | 0.44% | Add +57.5% | 5,685 | $324K |
| ONE Advisory Partners, LLC | 0.10% | No change | 5,562 | $323K |
| Oak Barrel Wealth Advisory LLC | 0.19% | — | 5,542 | $322K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.7% | 5,514 | $320K |
| Cathy Pareto & Associates, Inc. | 0.22% | Reduce -4.8% | 5,512 | $320K |
| Thomasville National Bank | 0.02% | No change | 5,500 | $320K |
| KFA Private Wealth Group, LLC | 0.08% | Add +3.8% | 5,475 | $318K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -22.8% | 5,456 | $317K |
| Appleton Partners Inc. | 0.02% | Reduce -9.9% | 5,440 | $316K |
| Regal Investment Advisors LLC | 0.02% | Add +8.1% | 5,421 | $315K |
| Seelaus Asset Management LLC | 0.25% | Reduce -12.3% | 5,394 | $313K |
| Focused Alpha, LLC | 0.09% | — | 5,392 | $313K |
| Per Stirling Capital Management, LLC. | 0.04% | New | 5,378 | $313K |
| Freestone Capital Holdings, LLC | 0.01% | New | 5,362 | $312K |
| Private Capital Advisors, Inc. | 0.03% | Reduce -32.6% | 5,311 | $309K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +25.6% | 5,285 | $307K |
| Signaturefd, LLC | 0.00% | Add +28.3% | 5,281 | $307K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Reduce -3.0% | 5,248 | $305K |
| Fischer Investment Strategies, LLC | 0.18% | New | 5,245 | $305K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.5% | 5,225 | $304K |
| Portfolio Strategies, Inc. | 0.04% | Add +3.9% | 5,223 | $304K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +36.6% | 5,218 | $303K |
| Redwood Family Wealth LLC | 0.30% | — | 5,200 | $302K |
| Secure Asset Management, LLC | 0.05% | Add +1.1% | 5,200 | $302K |
| Kapstone Financial Advisors LLC | 0.15% | Add +10.9% | 5,197 | $302K |
| Hohimer Wealth Management, LLC | 0.04% | Reduce -14.0% | 5,191 | $302K |
| Csenge Advisory Group | 0.01% | Add +4.4% | 5,176 | $301K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 5,171 | $301K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +34.9% | 5,161 | $300K |
| Orgel Wealth Management, LLC | 0.01% | Add +16.9% | 5,153 | $299K |
| Wellington-Altus USA Inc. | 0.22% | — | 5,145 | $299K |
| Birchcreek Wealth Management, LLC | 0.14% | Reduce -22.8% | 5,070 | $295K |
| HighMark Wealth Management LLC | 0.12% | Add +2.6% | 5,056 | $294K |
| Winebrenner Capital Management LLC | 0.20% | No change | 5,037 | $293K |
| Parsons Capital Management Inc. | 0.02% | Reduce -16.7% | 5,035 | $293K |
| Columbia Asset Management | 0.05% | No change | 5,028 | $292K |
| Guardian Financial Partners, LLC | 0.12% | Reduce -37.5% | 5,000 | $291K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 5,000 | $291K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,000 | $291K |
| Gables Capital Management Inc. | 0.12% | Add +25.6% | 4,900 | $285K |
| Boyum Wealth Architects LLC | 0.13% | Add +15.1% | 4,761 | $282K |
| Keystone Financial Group | 0.02% | Add +9.4% | 4,821 | $280K |
| Aurdan Capital Management, LLC | 0.09% | No change | 4,785 | $278K |
| SMART Wealth LLC | 0.08% | Reduce -1.9% | 4,770 | $277K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -79.0% | 4,733 | $275K |
| Ankerstar Wealth, LLC | 0.27% | — | 4,684 | $275K |
| Catalyst Private Wealth, LLC | 0.12% | No change | 4,698 | $273K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -7.0% | 4,675 | $272K |
| Arax Advisory Partners | 0.01% | New | 4,661 | $271K |
| Ritholtz Wealth Management | 0.00% | New | 4,643 | $270K |
| Balefire, LLC | 0.05% | Add +8.2% | 4,637 | $270K |
| Integrated Wealth Management | 0.30% | — | 4,600 | $267K |
| Redwood Wealth Management Group, LLC | 0.11% | No change | 4,600 | $267K |
| Inspire Advisors, LLC | 0.02% | New | 4,521 | $263K |
| Hamel Associates, Inc. | 0.08% | Add +24.8% | 4,466 | $260K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -3.7% | 4,459 | $259K |
| Morey & Quinn Wealth Partners, LLC | 0.19% | Add +7.7% | 4,435 | $258K |
| Fisher Asset Management | 0.00% | New | 4,405 | $256K |
| Tompkins Financial Corp. | 0.02% | No change | 4,344 | $252K |
| Dudley Capital Management, LLC | 0.11% | Add +0.1% | 4,341 | $252K |
| Realta Investment Advisors | 0.08% | Add +2.9% | 4,324 | $251K |
| Private Wealth Asset Management, LLC | 0.03% | New | 4,319 | $251K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 4,300 | $250K |
| Apollon Financial, LLC | 0.04% | New | 4,289 | $249K |
| Novak & Powell Financial Services, Inc. | 0.13% | New | 4,274 | $248K |
| Virtue Capital Management, LLC | 0.04% | Reduce -95.8% | 4,261 | $248K |
| Fairvoy Private Wealth, LLC | 0.06% | New | 4,250 | $247K |
| Clarendon Private LLC | 0.21% | No change | 4,240 | $246K |
| TFC Financial Management, Inc. | 0.03% | Add +93.6% | 4,228 | $246K |
| Waller Financial Planning Group, Inc. | 0.05% | New | 4,200 | $244K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +4.4% | 4,176 | $243K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,157 | $242K |
| Welch Financial Planning, LLC | 0.18% | — | 4,139 | $241K |
| Granite Harbor Advisors, Inc. | 0.10% | Reduce -10.5% | 4,111 | $239K |
| Family Manage LLC | 0.03% | No change | 4,100 | $238K |
| Red Mountain Financial, LLC | 0.23% | Add +14.9% | 4,090 | $238K |
| Worth Financial Advisory Group, LLC | 0.11% | New | 4,079 | $237K |
| Barnes Wealth Management Group, Inc | 0.13% | Reduce -3.6% | 4,067 | $236K |
| Trivium Point Advisory, LLC | 0.02% | New | 4,053 | $236K |
| Forum Financial Management, LP | 0.00% | No change | 4,017 | $233K |
| Ridgecrest Wealth Partners, LLC | 0.13% | No change | 4,000 | $232K |
| Mascoma Wealth Management LLC | 0.05% | Add +135.6% | 3,975 | $231K |
| Oregon Pacific Wealth Management, LLC | 0.24% | Reduce -8.9% | 3,969 | $231K |
| Claro Advisors Inc. | 0.03% | No change | 3,955 | $230K |
| WealthPLAN Partners, LLC | 0.03% | New | 3,954 | $230K |
| CFO4Life Group, LLC | 0.03% | Reduce -16.2% | 3,952 | $230K |
| Welch Group, LLC | 0.01% | No change | 3,950 | $230K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 3,944 | $229K |
| Bay Rivers Group | 0.09% | Add +0.1% | 3,921 | $228K |
| Sequent Planning LLC | 0.06% | Reduce -85.8% | 3,894 | $226K |
| Goldenstone Wealth Management LLC | 0.17% | — | 3,893 | $226K |
| Cascade Financial Partners, LLC | 0.02% | No change | 3,886 | $226K |
| McAdam, LLC | 0.01% | Reduce -20.7% | 3,840 | $223K |
| High Falls Advisors, Inc | 0.04% | New | 3,784 | $220K |
| Tidemark, LLC | 0.06% | Reduce -6.6% | 3,780 | $220K |
| Certuity, LLC | 0.01% | No change | 3,766 | $219K |
| SkyOak Wealth, LLC | 0.04% | No change | 3,750 | $218K |
| XML Financial, LLC | 0.02% | Reduce -40.0% | 3,750 | $218K |
| Endeavor Private Wealth, Inc. | 0.06% | Add +1.9% | 3,668 | $215K |
| Tranquility Partners, LLC | 0.08% | Reduce -3.5% | 3,687 | $214K |
| Howard Wealth Management, LLC | 0.09% | Add +4.9% | 3,676 | $214K |
| Bluedoor Private Wealth, LLC | 0.10% | — | 3,674 | $214K |
| Moneco Advisors, LLC | 0.02% | New | 3,672 | $213K |
| Compass Ion Advisors, LLC | 0.02% | Add +2.4% | 3,662 | $213K |
| Opinicus Capital, Inc. | 0.15% | New | 3,654 | $212K |
| RPS Advisory Solutions LLC | 0.10% | New | 3,619 | $210K |
| Fifth Third Bancorp | 0.00% | Add +93.0% | 3,613 | $210K |
| Obsidian Cio, LLC | 0.31% | Reduce -22.4% | 3,608 | $210K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -26.4% | 3,607 | $210K |
| Colonial Trust Co / SC | 0.03% | Reduce -0.3% | 3,605 | $210K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Reduce -86.3% | 3,600 | $209K |
| Burford Brothers, Inc. | 0.09% | No change | 3,587 | $208K |
| Capital Square, LLC | 0.11% | No change | 3,558 | $207K |
| Alessandra Capital Management, LLC | 0.18% | — | 3,550 | $206K |
| Signature Wealth Management Partners, LLC | 0.10% | New | 3,547 | $206K |
| MRA Advisory Group | 0.09% | New | 3,528 | $205K |
| N.E.W. Advisory Services LLC | 0.02% | Add +193.4% | 3,506 | $204K |
| CoreCap Advisors, LLC | 0.01% | Add +258.1% | 3,502 | $204K |
| Sun Financial Inc | 0.11% | — | 3,496 | $203K |
| WoodTrust Financial Corp | 0.02% | No change | 3,500 | $203K |
| Swmg, LLC | 0.06% | New | 3,482 | $202K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 3,475 | $202K |
| Requisite Capital Management, LLC | 0.04% | Reduce -79.8% | 3,424 | $201K |
| Motiv8 Investments LLC | 0.11% | New | 3,444 | $200K |
| Bfsg, LLC | 0.02% | Add +1.3% | 3,372 | $196K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,324 | $193K |
| Centerpoint Advisors, LLC | 0.05% | Add +3.9% | 3,005 | $175K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -21.2% | 2,970 | $175K |
| Park Place Capital Corp | 0.04% | New | 3,000 | $174K |
| Avion Wealth | 0.04% | Add +90.7% | 2,981 | $173K |
| Glen Eagle Advisors, LLC | 0.02% | Add +4.4% | 2,867 | $167K |
| Graney & King, LLC | 0.10% | Add +55.3% | 2,838 | $165K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.7% | 2,818 | $164K |
| Ssa Swiss Advisors AG | 0.08% | No change | 2,799 | $163K |
| VSM Wealth Advisory, LLC | 0.05% | Add +15.2% | 2,782 | $162K |
| GAMMA Investing LLC | 0.01% | Add +22.2% | 2,731 | $159K |
| McGuire Capital Advisors Inc. | 0.10% | — | 2,642 | $154K |
| Caitlin John, LLC | 0.10% | Reduce -46.2% | 2,636 | $153K |
| Cape Investment Advisory, Inc. | 0.05% | Add +1171.0% | 2,542 | $148K |
| Reyes Financial Architecture, Inc. | 0.08% | No change | 2,307 | $134K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 2,275 | $132K |
| Versant Capital Management, Inc | 0.02% | New | 2,237 | $130K |
| Winch Advisory Services, LLC | 0.03% | Add +1.6% | 2,155 | $125K |
| Strive Financial Group ,LLC | 0.06% | — | 2,088 | $121K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 2,036 | $118K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 2,022 | $118K |
| NBT Bank, N.A. | 0.01% | No change | 2,000 | $116K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -46.6% | 1,945 | $113K |
| Bayban | 0.10% | — | 1,926 | $112K |
| Rialto Wealth Management, LLC | 0.03% | No change | 1,882 | $109K |
| American Capital Advisory, LLC | 0.05% | No change | 1,820 | $106K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.6% | 1,747 | $102K |
| Hollencrest Capital Management | 0.00% | Add +2.1% | 1,682 | $98K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,630 | $95K |
| Trust Co. of Vermont | 0.00% | Add +18.5% | 1,601 | $93K |
| Cedar Mountain Advisors, LLC | 0.02% | No change | 1,593 | $93K |
| GGM Financial LLC | 0.04% | Add +2.5% | 1,532 | $89K |
| Hilton Head Capital Partners, LLC | 0.05% | — | 1,500 | $87K |
| Pin Oak Investment Advisors Inc. | 0.06% | Reduce -7.3% | 1,415 | $82K |
| Bokf, NA | 0.00% | New | 1,363 | $79K |
| Gilpin Wealth Management, LLC | 0.06% | — | 1,332 | $77K |
| Sunrise Financial Services, LLC | 0.06% | — | 1,320 | $77K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,258 | $73K |
| SageView Advisory Group, LLC | 0.00% | New | 1,249 | $73K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -32.1% | 1,182 | $69K |
| Front Row Advisors LLC | 0.02% | No change | 1,115 | $65K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,056 | $61K |
| Wellington Shields & Co., LLC | 0.01% | No change | 1,000 | $58K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,000 | $58K |
| Essential Investment Partners LLC | 0.05% | — | 965 | $56K |
| Roxbury Financial LLC | 0.05% | No change | 949 | $55K |
| Roble, Belko & Company, Inc | 0.01% | No change | 871 | $51K |
| BlackRock, Inc. | 0.00% | Reduce -73.7% | 841 | $49K |
| CX Institutional | 0.00% | New | 805 | $47K |
| Imprint Wealth LLC | 0.20% | New | 722 | $42K |
| Independence Bank of Kentucky | 0.01% | Reduce -93.2% | 720 | $42K |
| Heritage Wealth Advisors | 0.00% | No change | 717 | $42K |
| National Bank of Canada | 0.00% | Reduce -3.6% | 702 | $41K |
| MPWM Advisory Solutions, LLC | 0.02% | New | 700 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -59.0% | 700 | $41K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.5% | 674 | $40K |
| Russell Investments Group, Ltd. | 0.00% | Add +411.3% | 680 | $40K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.4% | 651 | $38K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 606 | $35K |
| Archer Investment Corp | 0.01% | New | 590 | $34K |
| Navalign, LLC | 0.01% | New | 568 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -47.8% | 546 | $32K |
| Wellington Grp LLC | 0.01% | — | 509 | $30K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 500 | $29K |
| Sankala Group LLC | 0.02% | — | 475 | $28K |
| WFA of San Diego, LLC | 0.02% | Reduce -39.7% | 470 | $27K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 459 | $27K |
| Salomon & Ludwin, LLC | 0.00% | No change | 434 | $25K |
| Catherine Avery Investment Management LLC | 0.01% | No change | 405 | $24K |
| Valley National Advisers Inc. | 0.00% | No change | 411 | $23K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 383 | $23K |
| 3Chopt Investment Partners, LLC | 0.00% | Reduce -5.5% | 376 | $22K |
| Quadrant Capital Group LLC | 0.00% | New | 375 | $22K |
| AlphaCore Capital LLC | 0.00% | Add +37.5% | 370 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 357 | $21K |
| Piscataqua Savings Bank | 0.01% | New | 335 | $19K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 324 | $19K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 294 | $17K |
| Asset Dedication, LLC | 0.00% | No change | 264 | $15K |
| Osbon Capital Management LLC | 0.01% | — | 263 | $15K |
| Wolff Wiese Magana LLC | 0.01% | Add +2.0% | 260 | $15K |
| Vision Retirement, LLC | 0.00% | — | 259 | $15K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -81.7% | 254 | $15K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 250 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 237 | $14K |
| Bogart Wealth, LLC | 0.00% | New | 202 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 200 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +2.6% | 197 | $11K |
| Godsey & Gibb, Inc. | 0.00% | No change | 193 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 186 | $11K |
| Ascentis Wealth Management, LLC | 0.00% | New | 167 | $10K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 153 | $9K |
| First PREMIER Bank | 0.00% | No change | 144 | $8K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +19.4% | 129 | $8K |
| Dunhill Financial, LLC | 0.00% | Add +1.6% | 127 | $7K |
| Anfield Capital Management, LLC | 0.00% | Add +2.6% | 116 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Add +1.0% | 101 | $6K |
| Costello Asset Management, INC | 0.00% | Reduce -96.3% | 101 | $6K |
| Bullock Wealth Management Group | 0.00% | — | 100 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $6K |
| Hilltop National Bank | 0.00% | New | 100 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 100 | $6K |
| Financial Consulate, Inc. | 0.00% | No change | 100 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 100 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $6K |
| City State Bank | 0.00% | No change | 95 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 93 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +2.3% | 90 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | New | 88 | $5K |
| Root Financial Partners, LLC | 0.00% | Reduce -86.1% | 81 | $5K |
| LGT Financial Advisors LLC | 0.02% | Reduce -36.7% | 62 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | New | 60 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 60 | $3K |
| Lummis Asset Management, LP | 0.00% | New | 60 | $3K |
| Essential Partners LLC | 0.00% | New | 59 | $3K |
| Gen-Wealth Partners Inc | 0.00% | New | 58 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -89.3% | 56 | $3K |
| Investors Research Corp | 0.00% | New | 54 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -3.6% | 53 | $3K |
| Fairway Wealth LLC | 0.00% | New | 45 | $3K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 40 | $2K |
| Virtus Advisers, LLC | 0.00% | Reduce -2.6% | 37 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 46 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.2% | 32 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 19 | $1K |
| Purpose Unlimited Inc. | 0.00% | — | 19 | $1K |
| Go Invest LLC | 0.00% | — | 17 | $1K |
| Proathlete Wealth Management LLC | 0.00% | Add +25.0% | 15 | $925 |
| Legacy Bridge, LLC | 0.00% | No change | 15 | $872 |
| Operose Advisors LLC | 0.00% | New | 10 | $581 |
| Estate Planners Group, LLC | 0.00% | — | 3 | $165 |
| Activest Wealth Management | 0.00% | No change | 2 | $102 |
| Beacon Capital Management, Inc. | 0.00% | Add +0.0% | 1 | $20 |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.