JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q2 2025 (June 30)500holders +8
46new positions
32sold out
2famous investors
$50.92avg. 13F price*
At the end of Q2 2025, 500 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 8 from Q1 2025. 46 opened new positions and 32 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($183.9M), Bank of America Corp. ($169.4M) and LPL Financial LLC ($159.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $104.4M |
| Exits | 32 | $34.9M |
All 13F filers, Q1 2025 → Q2 2025: 10,302,780 shares bought and 3,867,751 shares sold, net +6,435,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +14.8% | 3,612,505 | $183.9M |
| Bank of America Corp. | 0.01% | Add +8.5% | 3,326,397 | $169.4M |
| LPL Financial LLC | 0.05% | Add +15.5% | 3,132,167 | $159.5M |
| Wells Fargo & Company | 0.02% | Add +11.5% | 1,476,076 | $75.2M |
| FMR LLC | 0.00% | Reduce -16.2% | 1,420,493 | $72.3M |
| Resonant Capital Advisors, LLC | 4.20% | Add +0.9% | 1,291,697 | $65.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.51% | New | 1,089,770 | $55.5M |
| Salomon & Ludwin, LLC | 5.10% | Reduce -0.1% | 1,016,754 | $51.7M |
| JPMorgan Chase & Co. | 0.00% | Add +17.6% | 1,011,957 | $51.5M |
| Mariner, LLC | 0.07% | Add +149.3% | 922,988 | $47.0M |
| NorthRock Partners, LLC | 1.20% | Add +10.0% | 904,286 | $46.0M |
| UBS Group AG | 0.01% | Add +35.4% | 901,073 | $45.9M |
| Corient Private Wealth LP | 0.06% | Reduce -2.8% | 893,195 | $45.5M |
| Renaissance Technologies | 0.06% | Reduce -9.8% | 813,890 | $41.4M |
| Bank of New York Mellon Corp | 0.01% | Add +12.7% | 809,121 | $41.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +158.1% | 782,821 | $39.8M |
| Raymond James Financial Inc. | 0.01% | Add +30.4% | 714,466 | $36.4M |
| Interchange Capital Partners, LLC | 8.17% | Add +185.1% | 694,420 | $35.4M |
| Bailard, Inc. | 0.81% | Reduce -34.4% | 680,488 | $34.7M |
| HB Wealth Management, LLC | 0.26% | Reduce -1.1% | 633,259 | $32.2M |
| Bridgewater Advisors Inc. | 2.40% | Add +26.1% | 619,808 | $31.6M |
| Weatherly Asset Management L. P. | 2.66% | Add +1.0% | 612,924 | $31.2M |
| Osaic Holdings, Inc. | 0.05% | Add +9.8% | 599,943 | $30.5M |
| FSM Wealth Advisors, LLC | 4.89% | Reduce -0.6% | 591,934 | $30.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +52.5% | 590,217 | $30.1M |
| Cerity Partners LLC | 0.05% | Add +0.6% | 541,812 | $27.6M |
| CWA Asset Management Group, LLC | 1.14% | Add +10.9% | 530,088 | $27.0M |
| Global Wealth Management, LLC | 14.63% | Add +1.4% | 524,373 | $26.7M |
| AlphaCore Capital LLC | 0.97% | Add +126.2% | 498,744 | $25.4M |
| Cwm, LLC | 0.09% | Add +16.1% | 485,473 | $24.7M |
| HighTower Advisors, LLC | 0.03% | Add +5.8% | 457,704 | $23.3M |
| MJP Associates Inc. | 3.45% | Add +22.8% | 457,401 | $23.3M |
| Royal Bank of Canada | 0.00% | Add +13.5% | 454,908 | $23.2M |
| Advisor OS, LLC | 2.28% | Add +22.1% | 454,766 | $23.2M |
| Fiduciary Trust Co | 0.27% | Reduce -9.1% | 437,628 | $22.3M |
| NewEdge Advisors, LLC | 0.11% | Add +62.8% | 427,220 | $21.8M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -2.4% | 426,216 | $21.7M |
| Avidian Wealth Enterprises, LLC | 0.88% | Reduce -27.4% | 425,380 | $21.7M |
| Keybank National Association | 0.08% | Add +234.7% | 411,003 | $20.9M |
| Focus Partners Wealth | 0.04% | Reduce -6.0% | 404,826 | $20.6M |
| Global Strategic Investment Solutions, LLC | 2.16% | Reduce -1.9% | 397,358 | $20.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | Add +6.5% | 395,637 | $20.1M |
| Flputnam Investment Management Co. | 0.34% | Add +66.2% | 394,192 | $20.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -41.8% | 373,716 | $19.0M |
| Trust Co | 2.04% | Reduce -10.4% | 354,856 | $18.1M |
| Captrust Financial Advisors | 0.04% | Add +13.5% | 331,184 | $16.9M |
| Lido Advisors, LLC | 0.09% | Add +13.8% | 330,535 | $16.8M |
| MY Wealth Management Inc. | 14.61% | Add +688.8% | 299,420 | $15.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +142.4% | 268,090 | $13.7M |
| Axxcess Wealth Management, LLC | 0.32% | Add +65.0% | 263,278 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +15.4% | 254,332 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -48.6% | 251,529 | $12.8M |
| TD Capital Management LLC | 1.20% | Add +1.0% | 250,699 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.9% | 249,001 | $12.7M |
| MBM Wealth Consultants, LLC | 3.39% | Add +1.6% | 248,447 | $12.7M |
| Private Advisor Group, LLC | 0.07% | Add +107.4% | 248,340 | $12.6M |
| Oak Harvest Investment Services | 1.53% | Add +8.6% | 239,415 | $12.2M |
| Boothe Investment Group, Inc. | 4.48% | Add +5.8% | 230,824 | $11.8M |
| Capital Asset Advisory Services LLC | 0.55% | Add +56.4% | 230,052 | $11.7M |
| Great Valley Advisor Group, Inc. | 0.26% | Reduce -51.8% | 229,429 | $11.7M |
| Diversified Portfolios, Inc. | 1.11% | Add +17.9% | 228,795 | $11.7M |
| Sunflower Bank, N.A. | 2.84% | Add +6.3% | 220,743 | $11.2M |
| Rosenberg Matthew Hamilton | 2.61% | Add +6.0% | 220,644 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +16.7% | 216,874 | $11.0M |
| Cetera Investment Advisers | 0.02% | Reduce -14.4% | 213,902 | $10.9M |
| Jane Street Group, LLC | 0.02% | Reduce -31.3% | 213,251 | $10.9M |
| Auxano Advisors, LLC | 2.52% | Add +42.3% | 211,534 | $10.8M |
| Principle Wealth Partners LLC | 0.63% | Reduce -15.8% | 197,265 | $10.0M |
| Davidson Investment Advisors | 0.45% | Add +15.3% | 194,877 | $9.9M |
| Opal Wealth Advisors, LLC | 2.68% | Reduce -1.9% | 189,697 | $9.7M |
| Phoenix Wealth Advisors | 3.89% | Add +1.1% | 182,646 | $9.3M |
| Jones Financial Companies LLLP | 0.01% | Add +30.2% | 182,651 | $9.3M |
| Quotient Wealth Partners, LLC | 0.27% | Add +4.5% | 181,152 | $9.2M |
| WCG Wealth Advisors LLC | 0.58% | Add +47.2% | 176,462 | $9.0M |
| Tortoise Investment Management, LLC | 0.84% | Add +10.8% | 173,390 | $8.8M |
| Chesley Taft & Associates LLC | 0.37% | Add +23.8% | 164,260 | $8.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -1.4% | 161,716 | $8.2M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -3.4% | 153,074 | $7.8M |
| Regions Financial Corp. | 0.05% | Reduce -7.8% | 144,281 | $7.3M |
| Elmwood Wealth Management, Inc. | 2.86% | Add +15.7% | 141,499 | $7.2M |
| McNamara Financial Services, Inc. | 1.42% | Add +11.6% | 140,310 | $7.1M |
| Beacon Investment Advisory Services, Inc. | 0.31% | Add +32.6% | 139,051 | $7.1M |
| Whitegate Investment Counselors, Inc. | 2.37% | Add +59.3% | 137,350 | $7.0M |
| Insight Advisors, LLC/ PA | 1.09% | Add +16.2% | 132,843 | $6.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -3.8% | 130,822 | $6.7M |
| Apex Wealth Management, LLC | 5.34% | Add +0.4% | 130,647 | $6.7M |
| Cooper Financial Group | 0.78% | Add +75.3% | 129,514 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +11.2% | 124,674 | $6.3M |
| Legacy Private Trust Co. | 0.41% | Add +17.5% | 123,767 | $6.3M |
| EP Wealth Advisors, LLC | 0.04% | Add +14.4% | 123,311 | $6.3M |
| SOL Capital Management CO | 0.59% | Add +10.1% | 120,360 | $6.1M |
| Websterrogers Financial Advisors, LLC | 1.93% | Reduce -2.8% | 119,412 | $6.1M |
| Southeast Asset Advisors, LLC | 0.72% | New | 119,039 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +83.9% | 116,154 | $5.9M |
| Appleton Partners Inc. | 0.41% | Reduce -7.5% | 113,012 | $5.8M |
| Prosperity Consulting Group, LLC | 0.42% | Reduce -14.6% | 111,763 | $5.7M |
| Goelzer Investment Management, Inc. | 0.31% | Add +70.5% | 110,222 | $5.6M |
| IMZ Advisory Inc | 2.24% | Add +8.2% | 110,003 | $5.6M |
| Albion Financial Group | 0.36% | Add +25.3% | 109,409 | $5.6M |
| PDS Planning, Inc | 0.41% | Reduce -1.5% | 109,326 | $5.6M |
| CENTRAL TRUST Co | 0.13% | Add +18.7% | 108,274 | $5.5M |
| Stewardship Advisors, LLC | 1.34% | Reduce -2.1% | 103,818 | $5.3M |
| Roof Eidam Maycock Peralta, LLC | 1.30% | Reduce -0.9% | 103,449 | $5.3M |
| Capital Analysts, LLC | 0.17% | Reduce -1.6% | 102,725 | $5.2M |
| CFO4Life Group, LLC | 0.81% | Reduce -7.2% | 101,230 | $5.2M |
| Forza Wealth Management, LLC | 2.11% | Add +11.6% | 101,200 | $5.2M |
| YHB Investment Advisors, Inc. | 0.39% | Reduce -4.8% | 99,875 | $5.1M |
| Bokf, NA | 0.08% | Reduce -1.9% | 99,749 | $5.1M |
| Wealth Alliance Advisory Group, LLC | 0.96% | Reduce -0.6% | 99,213 | $5.1M |
| Sierra Capital LLC | 0.58% | New | 98,375 | $5.0M |
| Gradient Investments LLC | 0.09% | Add +95.7% | 96,358 | $4.9M |
| Kestra Investment Management, LLC | 0.15% | Reduce -66.6% | 95,885 | $4.9M |
| Mutual Advisors, LLC | 0.12% | Add +43.4% | 91,277 | $4.7M |
| RPg Family Wealth Advisory, LLC | 1.24% | New | 91,205 | $4.6M |
| Manning & Napier Advisors LLC | 0.06% | New | 90,731 | $4.6M |
| J.Safra Asset Management Corp | 0.31% | New | 88,398 | $4.5M |
| StrongBox Wealth, LLC | 1.70% | Add +16.8% | 88,203 | $4.5M |
| Elequin Capital, LP | 1.43% | New | 88,004 | $4.5M |
| SkyOak Wealth, LLC | 0.90% | Add +49.1% | 87,990 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +11.6% | 85,360 | $4.3M |
| Brandywine Oak Private Wealth LLC | 0.40% | Reduce -1.8% | 84,842 | $4.3M |
| Richard P Slaughter Associates Inc | 0.88% | Add +19.9% | 84,797 | $4.3M |
| BCGM Wealth Management, LLC | 1.20% | Reduce -6.5% | 83,250 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +12.5% | 83,167 | $4.2M |
| Per Stirling Capital Management, LLC. | 0.55% | Add +472.9% | 82,731 | $4.2M |
| NavPoint Financial, Inc. | 2.54% | Add +98.1% | 82,705 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.22% | Add +14.2% | 82,175 | $4.2M |
| LPWM LLC | 1.21% | Add +13.2% | 81,485 | $4.1M |
| Kintra Wealth, LLC | 2.46% | Reduce -4.5% | 80,268 | $4.1M |
| Jupiter Wealth Management LLC | 2.06% | No change | 80,000 | $4.1M |
| Capital Management Corp. | 0.69% | Reduce -5.0% | 79,913 | $4.1M |
| Transce3nd, LLC | 1.71% | Add +22.6% | 79,561 | $4.1M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -63.7% | 74,582 | $3.8M |
| Mills Wealth Advisors LLC | 1.71% | Reduce -36.4% | 73,184 | $3.7M |
| Perennial Advisors, LLC | 0.69% | Reduce -4.4% | 72,672 | $3.7M |
| ERn Financial, LLC | 0.78% | Add +4.1% | 72,332 | $3.7M |
| Savvy Advisors, Inc. | 0.24% | Add +312.1% | 70,147 | $3.6M |
| Signet Financial Management, LLC | 0.45% | Reduce -4.3% | 69,702 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +45.2% | 68,702 | $3.5M |
| Three Bridge Wealth Advisors, LLC | 0.92% | Reduce -0.7% | 68,698 | $3.5M |
| Keudell/Morrison Wealth Management | 0.77% | Add +69.5% | 68,304 | $3.5M |
| Sterling Financial Group, Inc. | 1.15% | Add +1.3% | 67,141 | $3.4M |
| Stonebridge Financial Group, LLC | 0.33% | Reduce -2.4% | 66,348 | $3.4M |
| KM Capital Management Ltd. | 1.61% | Add +56.9% | 63,951 | $3.3M |
| Graves Light Lenhart Wealth, Inc. | 0.38% | Add +2.3% | 63,050 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.5% | 62,541 | $3.2M |
| Essex Financial Services, Inc. | 0.21% | Add +101.6% | 61,882 | $3.2M |
| Sunburst Financial Group, LLC | 0.70% | Reduce -3.9% | 61,618 | $3.1M |
| Modern Wealth Management, LLC | 0.08% | Reduce -11.0% | 61,452 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +11.0% | 59,331 | $3.0M |
| Robinson Smith Wealth Advisors LLC | 2.41% | Add +14.6% | 59,301 | $3.0M |
| TFO Wealth Partners, LLC | 0.53% | New | 59,208 | $3.0M |
| Highline Wealth Partners LLC | 0.89% | Reduce -6.0% | 59,051 | $3.0M |
| Rossmore Private Capital | 0.35% | Add +11.1% | 58,930 | $3.0M |
| Global Retirement Partners, LLC | 0.07% | — | 58,684 | $3.0M |
| Syntegra Private Wealth Group, LLC | 0.30% | Add +672.5% | 58,612 | $3.0M |
| Clarity Asset Management, Inc. | 1.72% | Add +19.3% | 56,763 | $2.9M |
| Vertex Planning Partners, LLC | 0.60% | Add +10.7% | 56,442 | $2.9M |
| IFP Advisors, Inc | 0.08% | Add +27.5% | 55,806 | $2.8M |
| Sandbox Financial Partners, LLC | 0.89% | Add +12.1% | 55,129 | $2.8M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -6.6% | 55,093 | $2.8M |
| GPS Wealth Strategies Group, LLC | 0.32% | Add +109.3% | 54,918 | $2.8M |
| Castlekeep Investment Advisors LLC | 1.36% | Reduce -14.3% | 54,623 | $2.8M |
| Narus Financial Partners, LLC | 0.85% | Add +16.9% | 53,689 | $2.7M |
| Aspen Wealth Management LLC | 0.66% | Reduce -13.0% | 52,103 | $2.7M |
| IAG Wealth Partners, LLC | 0.34% | Add +137.3% | 51,171 | $2.6M |
| CCG Wealth Management, LLC | 1.37% | Add +1.6% | 51,109 | $2.6M |
| Parallel Advisors, LLC | 0.05% | Add +16.7% | 51,088 | $2.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +191.2% | 50,546 | $2.6M |
| Laurel Wealth Planning LLC | 1.45% | Add +2.4% | 50,108 | $2.6M |
| Citadel Advisors | 0.00% | Add +103.2% | 50,094 | $2.6M |
| Syverson Strege & Co | 0.60% | Add +6.6% | 49,665 | $2.5M |
| Integrated Advisors Network LLC | 0.11% | Reduce -0.2% | 49,137 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Reduce -5.4% | 48,870 | $2.5M |
| Private Trust Co. NA | 0.24% | Add +13.8% | 48,763 | $2.5M |
| NCM Capital Management, LLC | 1.02% | Add +8.4% | 48,690 | $2.5M |
| Pennsylvania Capital Management Inc. | 0.79% | Add +1.9% | 48,515 | $2.5M |
| Princeton Global Asset Management LLC | 0.44% | Reduce -15.3% | 47,430 | $2.4M |
| Paladin Advisory Group, LLC | 1.84% | Reduce -16.0% | 47,283 | $2.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +897.4% | 47,036 | $2.4M |
| Encompass Wealth Advisors, LLC | 0.86% | Reduce -14.8% | 45,879 | $2.3M |
| Sargent Investment Group, LLC | 0.32% | Add +137.3% | 45,771 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +228.3% | 45,771 | $2.3M |
| Nwam LLC | 0.13% | Add +349.4% | 45,518 | $2.3M |
| Woodmont Investment Counsel LLC | 0.15% | Add +120.0% | 45,284 | $2.3M |
| Adamsbrown Wealth Consultants LLC | 0.66% | Reduce -15.6% | 44,790 | $2.3M |
| Smith Anglin Financial, LLC | 0.21% | Reduce -58.8% | 44,715 | $2.3M |
| Synovus Financial Corp. | 0.03% | Reduce -11.6% | 44,262 | $2.3M |
| Kathmere Capital Management, LLC | 0.17% | Add +0.2% | 43,988 | $2.2M |
| Skyline Advisors, Inc. | 0.82% | Add +11.5% | 43,418 | $2.2M |
| Freedom Investment Management, Inc. | 0.18% | Reduce -4.3% | 43,357 | $2.2M |
| Bfsg, LLC | 0.25% | Reduce -1.1% | 43,280 | $2.2M |
| Bristlecone Advisors, LLC | 0.18% | Add +42.7% | 43,097 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +60.7% | 42,405 | $2.2M |
| Creative Planning | 0.00% | Reduce -11.3% | 42,214 | $2.1M |
| Kathleen S. Wright Associates Inc. | 0.82% | Reduce -0.0% | 41,413 | $2.1M |
| Ariadne Wealth Management, LP | 1.00% | Add +3.0% | 40,926 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +299.5% | 40,943 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +64.6% | 40,336 | $2.1M |
| New Capital Management LP | 0.57% | Reduce -3.2% | 40,237 | $2.0M |
| Able Wealth Management LLC | 0.99% | Add +24.3% | 38,421 | $2.0M |
| &partners | 0.01% | Add +69.4% | 37,276 | $1.9M |
| Bramshill Investments, LLC | 0.20% | New | 38,034 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Add +236.2% | 37,417 | $1.9M |
| Fulton Bank, N.A. | 0.07% | Add +7.0% | 37,397 | $1.9M |
| 1900 Wealth Management LLC | 0.14% | Reduce -11.1% | 37,046 | $1.9M |
| Summit Wealth Partners, LLC | 0.35% | Add +45.8% | 36,045 | $1.8M |
| LexAurum Advisors, LLC | 0.29% | Add +519.4% | 35,867 | $1.8M |
| Red Mountain Financial, LLC | 2.02% | Add +36.0% | 35,706 | $1.8M |
| Pecaut & Co. | 0.60% | New | 35,342 | $1.8M |
| Slow Capital, Inc. | 0.22% | Add +88.1% | 35,209 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.17% | Reduce -3.2% | 35,052 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.8% | 35,025 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.86% | Add +1.0% | 34,970 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -2.3% | 34,548 | $1.8M |
| Philip James Wealth Mangement, LLC | 0.23% | Add +0.3% | 33,648 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Add +145.8% | 33,419 | $1.7M |
| Ancora Advisors LLC | 0.03% | Reduce -3.1% | 32,837 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.42% | Reduce -20.3% | 32,625 | $1.7M |
| Compass Financial Group, Inc. | 0.83% | Reduce -0.4% | 32,566 | $1.7M |
| Harbour Investment Management LLC | 0.71% | Add +10.3% | 32,240 | $1.6M |
| Alpha Omega Wealth Management LLC | 0.29% | Add +9.8% | 32,205 | $1.6M |
| Yarger Wealth Strategies, LLC | 0.83% | Add +90.7% | 31,351 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -14.9% | 30,575 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.13% | Reduce -6.6% | 30,187 | $1.5M |
| Ironwood Investment Counsel, LLC | 0.24% | Reduce -18.7% | 30,161 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +139.8% | 29,919 | $1.5M |
| Core Wealth Advisors, Inc. | 0.43% | Reduce -12.5% | 29,653 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.35% | New | 29,565 | $1.5M |
| WealthBridge Capital Management, LLC | 0.38% | Add +35.5% | 29,328 | $1.5M |
| Perennial Investment Advisors, LLC | 0.14% | Add +1.6% | 29,249 | $1.5M |
| Sandy Cove Advisors, LLC | 0.54% | Add +59.9% | 29,187 | $1.5M |
| Kooman & Associates | 0.50% | Reduce -10.7% | 29,177 | $1.5M |
| BayBridge Capital Group, LLC | 0.95% | Add +15.2% | 28,936 | $1.5M |
| Roehl & Yi Investment Advisors, LLC | 0.75% | Add +55.4% | 28,893 | $1.5M |
| Founders Financial Securities LLC | 0.11% | Reduce -5.3% | 28,890 | $1.5M |
| Baker Ellis Asset Management LLC | 0.20% | No change | 28,800 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -4.9% | 28,503 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.24% | Add +143.2% | 28,016 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -19.1% | 27,978 | $1.4M |
| Clear Point Advisors Inc. | 1.18% | Add +0.3% | 27,558 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +34.4% | 27,257 | $1.4M |
| Kwmg, LLC | 0.13% | Reduce -12.7% | 26,892 | $1.4M |
| United Advisor Group, LLC | 0.23% | Reduce -1.9% | 26,420 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +0.2% | 25,629 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +525.0% | 25,617 | $1.3M |
| NewSquare Capital LLC | 0.10% | Add +1.7% | 25,545 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 25,329 | $1.3M |
| Klingman & Associates, LLC | 0.07% | Reduce -22.7% | 24,877 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +459.8% | 24,876 | $1.3M |
| ZWJ Investment Counsel Inc. | 0.05% | Reduce -24.6% | 24,151 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -56.8% | 23,482 | $1.2M |
| Legacy CG, LLC | 0.35% | Reduce -80.4% | 23,238 | $1.2M |
| Strive Asset Management, LLC | 0.70% | Reduce -1.8% | 22,832 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.43% | Reduce -0.5% | 22,550 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +21.4% | 22,506 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +14.1% | 21,916 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 21,520 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -5.6% | 21,223 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.37% | Add +1.2% | 21,213 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Add +10.3% | 21,107 | $1.1M |
| Priebe Wealth Holdings LLC | 0.92% | Add +123.3% | 20,946 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +31.1% | 20,822 | $1.1M |
| Financial Advocates Investment Management | 0.09% | Reduce -4.9% | 20,633 | $1.1M |
| Thompson Davis & Co., Inc. | 0.70% | No change | 20,301 | $1.0M |
| Tranquility Partners, LLC | 0.36% | No change | 20,049 | $1.0M |
| Security Financial Services, INC. | 0.18% | Add +0.7% | 20,027 | $1.0M |
| Sage Financial Group Inc. | 0.08% | Add +32.8% | 19,977 | $1.0M |
| Lineweaver Wealth Advisors, LLC | 0.15% | Add +7.5% | 18,934 | $964K |
| Fourth Dimension Wealth, LLC | 0.41% | Add +11.9% | 18,911 | $963K |
| JNBA Financial Advisors | 0.09% | Add +11.6% | 18,907 | $963K |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -4.9% | 18,815 | $958K |
| Quadcap Wealth Management, LLC | 0.12% | Add +42.0% | 18,815 | $958K |
| Presidio Capital Management, LLC | 0.37% | Add +21.4% | 18,642 | $949K |
| Ashton Thomas Securities, LLC | 0.23% | Reduce -34.6% | 18,405 | $937K |
| Webster Bank, N. A. | 0.10% | Add +54.8% | 18,294 | $932K |
| Leverty Financial Group, LLC | 0.28% | Reduce -4.9% | 18,110 | $922K |
| Martin Worley Group | 0.45% | Add +2.5% | 17,896 | $911K |
| Morgan Stanley | 0.00% | Reduce -2.2% | 17,589 | $896K |
| Waverly Advisors, LLC | 0.01% | Add +13.0% | 17,204 | $876K |
| Masso Torrence Wealth Management Inc. | 0.40% | Add +6.8% | 17,194 | $876K |
| Comerica Bank | 0.00% | Add +59.3% | 16,989 | $865K |
| Bolthouse Investments, LLC | 0.85% | Reduce -1.5% | 16,795 | $855K |
| First Foundation Advisors | 0.03% | Reduce -51.3% | 16,743 | $853K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +4.7% | 16,634 | $847K |
| Boston Family Office LLC | 0.06% | Add +103.3% | 16,509 | $841K |
| Kuhn & Co Investment Counsel | 0.63% | Add +4.2% | 16,371 | $834K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -5.1% | 16,310 | $830K |
| Apella Capital, LLC | 0.02% | Add +0.8% | 16,275 | $827K |
| Collaborative Wealth Managment Inc. | 0.36% | Add +8.5% | 16,101 | $820K |
| Eagle Bluffs Wealth Management LLC | 0.39% | Add +0.8% | 16,037 | $817K |
| Intergy Private Wealth, LLC | 0.28% | Reduce -1.0% | 15,963 | $813K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +70.8% | 15,787 | $804K |
| Vista Investment Management | 0.30% | Add +18.9% | 15,708 | $800K |
| Tradition Wealth Management, LLC | 0.06% | Add +8.7% | 15,244 | $776K |
| Causey Wealth LLC | 0.40% | Add +11.0% | 15,227 | $775K |
| Mason & Associates Inc | 0.18% | Reduce -24.4% | 15,144 | $771K |
| U S Global Investors Inc. | 0.09% | Reduce -23.9% | 15,000 | $764K |
| OLIO Financial Planning | 0.24% | Add +166.4% | 14,997 | $764K |
| Mallini Complete Financial Planning LLC | 1.08% | Add +14.8% | 14,698 | $748K |
| McDonald Partners LLC | 0.18% | No change | 14,600 | $743K |
| Aspen Wealth Strategies, LLC | 0.45% | Add +155.4% | 14,497 | $738K |
| Lifelong Wealth Advisors, Inc. | 0.24% | Reduce -31.4% | 14,265 | $726K |
| Commonwealth Financial Services, LLC | 0.14% | Reduce -2.3% | 14,252 | $726K |
| Jacobi Capital Management LLC | 0.05% | Add +6.0% | 14,149 | $720K |
| Impact Capital Partners LLC | 0.24% | Reduce -5.6% | 14,082 | $717K |
| BSW Wealth Partners | 0.10% | Reduce -24.6% | 13,846 | $705K |
| Claro Advisors Inc. | 0.12% | Add +7.5% | 13,702 | $698K |
| Dakota Wealth Management | 0.01% | No change | 13,615 | $693K |
| Canvas Wealth Advisors, LLC | 0.14% | Reduce -44.0% | 13,535 | $690K |
| Allen Capital Group, LLC | 0.07% | Reduce -14.9% | 13,489 | $687K |
| Janney Montgomery Scott LLC | 0.00% | Add +158.8% | 13,479 | $686K |
| Sentinel Trust Co. Lba | 0.07% | Add +81.9% | 13,423 | $683K |
| Atria Investments, Inc | 0.01% | Add +12.3% | 13,345 | $680K |
| Centurion Wealth Management LLC | 0.19% | Reduce -3.6% | 13,279 | $676K |
| HRT Financial LP | 0.00% | Add +113.5% | 13,291 | $676K |
| Stephens Inc. | 0.01% | New | 13,039 | $664K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +133.6% | 13,019 | $663K |
| Tyler-Stone Wealth Management | 0.11% | Add +9.6% | 12,973 | $661K |
| Old Mission Capital LLC | 0.02% | New | 12,897 | $657K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +60.6% | 12,858 | $655K |
| Marion Wealth Management | 0.16% | Add +30.5% | 12,845 | $654K |
| Essex Bank | 0.16% | Reduce -7.0% | 12,781 | $651K |
| AdvisorNet Financial, Inc | 0.04% | Add +35.4% | 12,716 | $647K |
| Genesis Private Wealth, LLC | 0.30% | Reduce -2.2% | 12,562 | $640K |
| Aletheian Wealth Advisors LLC | 0.31% | Add +119.6% | 12,240 | $623K |
| Benjamin Edwards Inc. | 0.01% | Add +47.5% | 12,133 | $618K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -24.9% | 11,964 | $609K |
| Souders Financial Advisors | 0.08% | No change | 11,858 | $604K |
| Johnson Bixby & Associates, LLC | 0.08% | No change | 11,823 | $602K |
| Eagle Harbor Asset Management Inc. | 0.58% | Add +0.0% | 11,823 | $602K |
| Trustmark Bank Trust Department | 0.04% | Add +20.4% | 11,786 | $600K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 11,750 | $598K |
| BlackDiamond Wealth Management, LLC | 0.34% | Reduce -5.6% | 11,633 | $591K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -23.9% | 11,427 | $582K |
| Enclave Advisors LLC | 0.09% | Add +5.8% | 11,258 | $573K |
| Titleist Asset Management, LLC | 0.06% | Reduce -1.7% | 11,251 | $573K |
| Strategic Blueprint, LLC | 0.03% | Add +0.0% | 11,214 | $571K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Reduce -4.8% | 11,191 | $569K |
| Novem Group | 0.07% | No change | 11,163 | $568K |
| Avaii Wealth Management, LLC | 0.25% | Reduce -1.4% | 10,981 | $559K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -26.8% | 10,945 | $557K |
| Principal Securities, Inc. | 0.01% | Add +30.6% | 10,931 | $557K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.6% | 10,848 | $552K |
| Collective Family Office LLC | 0.14% | New | 10,800 | $550K |
| Gradient Capital Advisors, LLC | 0.16% | Reduce -2.7% | 10,767 | $548K |
| Family Office Research LLC | 0.26% | Add +0.8% | 10,690 | $544K |
| Redmond Asset Management, LLC | 0.13% | No change | 10,600 | $540K |
| Ruggaard & Associates LLC | 0.22% | No change | 10,580 | $539K |
| Hartford Financial Management Inc. | 0.15% | Reduce -14.7% | 10,480 | $534K |
| Confluence Wealth Services, Inc. | 0.03% | Add +3.0% | 10,400 | $530K |
| Sonata Capital Group Inc. | 0.21% | Reduce -0.5% | 10,147 | $517K |
| Blair William & Co. | 0.00% | Add +26.5% | 10,142 | $516K |
| RFG Advisory, LLC | 0.01% | Add +7.4% | 10,133 | $516K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $509K |
| Midwestern Financial, LLC | 0.47% | — | 9,880 | $503K |
| Beverly Hills Private Wealth, LLC | 0.09% | New | 9,708 | $494K |
| Requisite Capital Management, LLC | 0.11% | New | 9,545 | $486K |
| WNY Asset Management, LLC | 0.05% | Add +5.6% | 9,483 | $483K |
| Root Financial Partners, LLC | 0.05% | Add +103.2% | 9,245 | $471K |
| Sunbelt Securities, Inc. | 0.04% | Add +4.4% | 9,143 | $464K |
| Journey Strategic Wealth LLC | 0.01% | No change | 9,079 | $462K |
| McCarthy & Cox | 0.12% | Add +7.6% | 9,044 | $461K |
| International Assets Investment Management, LLC | 0.04% | Add +12.4% | 9,035 | $460K |
| WMG Financial Advisors, LLC | 0.17% | Add +80.0% | 9,000 | $458K |
| James J. Burns & Company, LLC | 0.07% | Reduce -19.8% | 8,907 | $454K |
| IFG Advisory, LLC | 0.02% | Reduce -21.3% | 8,885 | $452K |
| Lifestyle Asset Management, Inc. | 0.21% | No change | 8,879 | $452K |
| C M Bidwell & Associates Ltd. | 0.23% | No change | 8,865 | $451K |
| PFG Advisors | 0.02% | Add +11.8% | 8,808 | $448K |
| Advisory Services Network, LLC | 0.01% | Add +9.0% | 8,784 | $448K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 8,704 | $443K |
| WealthCare Investment Partners, LLC | 0.16% | Reduce -9.2% | 8,698 | $442K |
| 49 Wealth Management, LLC | 0.05% | Reduce -54.0% | 8,501 | $433K |
| Sincerus Advisory, LLC | 0.41% | Add +0.2% | 8,490 | $433K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.6% | 8,366 | $426K |
| Curbstone Financial Management Corp | 0.09% | New | 8,250 | $420K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +28.5% | 8,243 | $420K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | Add +20.3% | 8,189 | $417K |
| Bison Wealth, LLC | 0.03% | Add +21.1% | 8,098 | $412K |
| PFW Advisors LLC | 0.13% | New | 8,048 | $410K |
| ORG Partners LLC | 0.09% | New | 7,784 | $396K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.4% | 7,739 | $394K |
| M Wealth Management, LLC | 0.36% | No change | 7,711 | $393K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -20.3% | 7,588 | $386K |
| Platform Technology Partners | 0.10% | New | 7,500 | $382K |
| Private Wealth Group, LLC | 0.20% | Reduce -13.7% | 7,430 | $378K |
| Carnegie Investment Counsel | 0.01% | No change | 7,390 | $376K |
| SoundView Advisors Inc. | 0.14% | No change | 7,327 | $373K |
| Csenge Advisory Group | 0.02% | Add +37.3% | 7,284 | $370K |
| Cahill Financial Advisors Inc. | 0.05% | New | 7,141 | $364K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +47.0% | 7,071 | $360K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -0.5% | 7,006 | $357K |
| Two Sigma Securities, LLC | 0.04% | Reduce -11.8% | 6,998 | $356K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,950 | $354K |
| Rockport Wealth LLC | 0.08% | New | 6,913 | $352K |
| Benchmark Wealth Management, LLC | 0.15% | New | 6,800 | $346K |
| Gill Capital Partners, LLC | 0.11% | New | 6,771 | $345K |
| Tarbox Family Office, Inc. | 0.05% | Reduce -18.1% | 6,738 | $343K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,574 | $335K |
| Paladin Wealth, LLC | 0.25% | New | 6,395 | $326K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 6,374 | $325K |
| Global Trust Asset Management, LLC | 0.17% | Add +323.3% | 6,350 | $323K |
| Cresset Asset Management, LLC | 0.00% | Reduce -80.5% | 6,319 | $322K |
| Shore Point Advisors, LLC | 0.15% | Add +36.3% | 6,266 | $319K |
| Fortitude Family Office, LLC | 0.10% | No change | 6,202 | $316K |
| CAP Partners, LLC | 0.20% | Add +1.4% | 6,129 | $312K |
| Garden State Investment Advisory Services LLC | 0.08% | New | 6,081 | $310K |
| Chokshi & Queen Wealth Advisors, Inc | 0.18% | Reduce -2.7% | 6,077 | $309K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 6,073 | $309K |
| Argent Trust Co | 0.01% | Reduce -56.5% | 6,073 | $309K |
| BHK Investment Advisors, LLC | 0.12% | No change | 6,000 | $306K |
| Shayne & Jacobs, LLC | 0.10% | No change | 6,000 | $306K |
| Firestone Capital Management | 0.07% | Reduce -76.4% | 5,980 | $304K |
| Ballentine Partners, LLC | 0.00% | Reduce -13.6% | 5,966 | $304K |
| Choice Wealth Advisors LLC | 0.14% | New | 5,900 | $300K |
| Herold Advisors, Inc. | 0.06% | Add +9.4% | 5,800 | $295K |
| Western Wealth Management, LLC | 0.02% | Reduce -13.0% | 5,798 | $295K |
| Zacks Investment Management | 0.00% | Add +0.1% | 5,695 | $290K |
| Weaver Consulting Group | 0.08% | New | 5,600 | $285K |
| Blue Oak Capital, LLC | 0.15% | Add +4.5% | 5,446 | $277K |
| Meridian Financial Advisors, LLC | 0.18% | Add +13.1% | 5,340 | $272K |
| IMS Capital Management | 0.13% | No change | 5,334 | $272K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -0.8% | 5,269 | $268K |
| Harbor Group, Inc. | 0.05% | Add +0.8% | 5,269 | $268K |
| First Citizens Financial Corp | 0.14% | Reduce -49.1% | 5,171 | $263K |
| Belpointe Asset Management LLC | 0.01% | New | 5,093 | $259K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,092 | $259K |
| Dogwood Wealth Management LLC | 0.12% | Reduce -19.1% | 5,019 | $255K |
| Flagstar Securities, Inc. | 0.07% | Add +0.8% | 4,961 | $253K |
| Vise Technologies, Inc. | 0.01% | — | 4,922 | $251K |
| Citizens Financial Group Inc. | 0.00% | Reduce -0.7% | 4,902 | $250K |
| Amara Financial, Llc. | 0.22% | Reduce -39.6% | 4,860 | $247K |
| Forbes J M & Co. LLP | 0.02% | No change | 4,786 | $244K |
| Smartleaf Asset Management LLC | 0.02% | Add +2.5% | 4,731 | $241K |
| DMKC Advisory Services, LLC | 0.12% | Reduce -21.1% | 4,659 | $237K |
| Horizon Family Wealth, Inc. | 0.14% | Add +0.3% | 4,575 | $233K |
| Ergawealth Advisors, Inc. | 0.10% | Reduce -19.2% | 4,528 | $231K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 4,524 | $230K |
| Guardian Asset Advisors, LLC | 0.13% | Reduce -0.9% | 4,505 | $229K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.4% | 4,492 | $229K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.8% | 4,464 | $227K |
| Semus Wealth Partners LLC | 0.15% | Add +0.8% | 4,445 | $226K |
| Hutchinson Capital Management | 0.04% | No change | 4,441 | $226K |
| Continuum Advisory, LLC | 0.03% | No change | 4,280 | $218K |
| Schwallier Wealth Management LLC | 0.13% | New | 4,264 | $217K |
| Curran Financial Partners, LLC | 0.05% | Reduce -8.2% | 4,232 | $215K |
| Middleton & Co. Inc. | 0.02% | Reduce -19.2% | 4,200 | $214K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | No change | 4,153 | $211K |
| Pathway Financial Advisors LLC | 0.03% | No change | 3,973 | $202K |
| Stone Summit Wealth LLC | 0.06% | New | 3,933 | $200K |
| CVA Family Office, LLC | 0.03% | No change | 3,845 | $196K |
| Hills Bank & Trust Co | 0.01% | No change | 3,574 | $182K |
| WealthTrak Capital Management LLC | 0.14% | New | 3,386 | $172K |
| 2UniFi Bank | 0.09% | Add +66.4% | 3,259 | $166K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.0% | 3,099 | $158K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 2,790 | $142K |
| Millstone Evans Group, LLC | 0.09% | No change | 2,600 | $132K |
| SouthState Bank Corp | 0.01% | Reduce -54.8% | 2,465 | $126K |
| Colonial Trust Advisors | 0.01% | Add +0.8% | 2,401 | $122K |
| Key Financial Inc | 0.02% | No change | 2,116 | $108K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,083 | $106K |
| Longview Financial Advisors LLC | 0.06% | New | 1,975 | $101K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,950 | $99K |
| GAMMA Investing LLC | 0.01% | Reduce -89.6% | 1,895 | $96K |
| Principia Wealth Advisory, LLC | 0.08% | No change | 1,859 | $95K |
| Financial Management Professionals, Inc. | 0.01% | New | 1,761 | $90K |
| EPG Wealth Management LLC | 0.03% | Add +0.8% | 1,746 | $89K |
| Clark Wealth Partners | 0.06% | Add +0.8% | 1,605 | $82K |
| 1620 Investment Advisors, Inc. | 0.05% | Add +20.6% | 1,312 | $67K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,145 | $58K |
| West Paces Advisors Inc. | 0.01% | No change | 1,065 | $54K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $51K |
| Briaud Financial Planning Inc | 0.02% | New | 903 | $45K |
| Rossby Financial, LCC | 0.02% | Add +3.5% | 876 | $45K |
| Atlantic Union Bankshares Corp | 0.00% | New | 834 | $42K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 816 | $42K |
| Park Place Capital Corp | 0.01% | New | 801 | $41K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.9% | 771 | $39K |
| Creative Financial Designs Inc. | 0.00% | Add +414.0% | 514 | $26K |
| Legacy Investment Solutions, LLC | 0.01% | — | 504 | $26K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -3.6% | 504 | $26K |
| US Bancorp \de | 0.00% | Add +28.2% | 500 | $25K |
| CX Institutional | 0.00% | No change | 454 | $23K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 440 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 424 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 375 | $19K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 365 | $19K |
| Allworth Financial LP | 0.00% | Reduce -51.7% | 298 | $15K |
| Financial Gravity Companies, Inc. | 0.00% | — | 270 | $14K |
| Evergreen Private Wealth LLC | 0.01% | Add +60.7% | 262 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 232 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 212 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.3% | 155 | $8K |
| REAP Financial Group, LLC | 0.00% | No change | 105 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -11.0% | 73 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 46 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -96.4% | 37 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 14 | $713 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $51 |
"% of holder's portfolio" is JMST's weight in each manager's 13F, not the share of JPM Ultra-Short Muni Income the manager owns.