JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q3 2025 (September 30)499holders −1
37new positions
32sold out
$51.03avg. 13F price*
At the end of Q3 2025, 499 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, down 1 from Q2 2025. 37 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($193.3M), Northwestern Mutual Wealth Management Co. ($193.0M) and LPL Financial LLC ($151.6M).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q3 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $37.1M |
| Exits | 32 | $109.4M |
All 13F filers, Q2 2025 → Q3 2025: 7,083,909 shares bought and 5,525,713 shares sold, net +1,558,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 499 holders
| Bank of America Corp. | 0.01% | Add +13.8% | 3,786,554 | $193.3M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +4.7% | 3,780,629 | $193.0M |
| LPL Financial LLC | 0.04% | Reduce -5.2% | 2,969,796 | $151.6M |
| HB Wealth Management, LLC | 0.60% | Add +173.7% | 1,733,119 | $88.5M |
| Resonant Capital Advisors, LLC | 4.22% | Add +10.0% | 1,420,403 | $72.5M |
| FMR LLC | 0.00% | Reduce -2.7% | 1,381,602 | $70.5M |
| Wells Fargo & Company | 0.01% | Reduce -8.8% | 1,345,803 | $68.7M |
| JPMorgan Chase & Co. | 0.00% | Add +18.6% | 1,200,503 | $61.3M |
| Salomon & Ludwin, LLC | 5.27% | Add +13.1% | 1,150,038 | $58.6M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +36.8% | 1,070,471 | $54.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.32% | Reduce -3.6% | 1,050,893 | $53.6M |
| UBS Group AG | 0.01% | Add +15.3% | 1,038,781 | $53.0M |
| NorthRock Partners, LLC | 0.96% | Add +14.6% | 1,036,537 | $52.9M |
| Bank of New York Mellon Corp | 0.01% | Add +13.9% | 921,842 | $47.1M |
| Raymond James Financial Inc. | 0.01% | Add +26.9% | 906,585 | $46.3M |
| Mariner, LLC | 0.05% | Reduce -14.3% | 791,045 | $40.4M |
| Interchange Capital Partners, LLC | 7.53% | Add +8.3% | 752,356 | $38.4M |
| Osaic Holdings, Inc. | 0.05% | Add +14.4% | 686,632 | $35.1M |
| Weatherly Asset Management L. P. | 2.87% | Add +11.2% | 681,824 | $34.8M |
| Bridgewater Advisors Inc. | 2.32% | Add +6.0% | 656,953 | $33.4M |
| Integrated Wealth Concepts LLC | 0.27% | Add +40.8% | 599,972 | $30.6M |
| FSM Wealth Advisors, LLC | 4.33% | Add +1.3% | 599,426 | $30.6M |
| Flputnam Investment Management Co. | 0.44% | Add +45.5% | 573,411 | $29.3M |
| Cerity Partners LLC | 0.04% | Reduce -1.0% | 536,204 | $27.4M |
| Global Wealth Management, LLC | 14.24% | Add +1.4% | 531,582 | $27.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -10.7% | 526,808 | $26.9M |
| CWA Asset Management Group, LLC | 0.99% | Reduce -0.9% | 525,390 | $26.8M |
| AlphaCore Capital LLC | 0.85% | Reduce -0.4% | 496,840 | $25.4M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 462,652 | $23.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.0% | 448,355 | $22.9M |
| Trust Co | 2.30% | Add +24.0% | 440,125 | $22.5M |
| Global Strategic Investment Solutions, LLC | 2.09% | Add +3.2% | 410,095 | $20.9M |
| Keybank National Association | 0.07% | Reduce -0.3% | 409,707 | $20.9M |
| Fiduciary Trust Co | 0.23% | Reduce -8.6% | 399,848 | $20.4M |
| Thrivent Financial for Lutherans | 0.04% | Add +5.8% | 395,314 | $20.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -2.3% | 386,496 | $19.7M |
| Corient Private Wealth LP | 0.03% | Reduce -58.3% | 372,300 | $19.0M |
| Cwm, LLC | 0.06% | Reduce -25.8% | 360,087 | $18.4M |
| Captrust Financial Advisors | 0.04% | Add +7.8% | 357,165 | $18.2M |
| Focus Partners Wealth | 0.03% | Reduce -18.9% | 328,340 | $16.8M |
| Lido Advisors, LLC | 0.06% | Reduce -8.1% | 303,824 | $15.5M |
| Auxano Advisors, LLC | 3.18% | Add +38.4% | 292,811 | $14.9M |
| Franklin Resources Inc. | 0.00% | Add +33.5% | 289,559 | $14.8M |
| Axxcess Wealth Management, LLC | 0.31% | Add +8.0% | 284,297 | $14.5M |
| Cetera Investment Advisers | 0.02% | Add +26.1% | 269,661 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 268,753 | $13.7M |
| Private Advisor Group, LLC | 0.07% | Add +7.6% | 267,132 | $13.6M |
| Boothe Investment Group, Inc. | 4.81% | Add +11.5% | 257,352 | $13.1M |
| MBM Wealth Consultants, LLC | 3.26% | Add +3.4% | 256,848 | $13.1M |
| Avidian Wealth Enterprises, LLC | 0.49% | Reduce -39.8% | 255,903 | $13.1M |
| Rosenberg Matthew Hamilton | 2.80% | Add +15.0% | 253,719 | $12.9M |
| Diversified Portfolios, Inc. | 1.14% | Add +10.7% | 253,337 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +38.3% | 252,646 | $12.9M |
| Davidson Investment Advisors | 0.55% | Add +29.4% | 252,181 | $12.9M |
| MY Wealth Management Inc. | 11.14% | Reduce -16.9% | 248,782 | $12.7M |
| Elequin Capital, LP | 1.08% | Add +180.9% | 247,201 | $12.6M |
| Capital Asset Advisory Services LLC | 0.54% | Add +7.4% | 247,108 | $12.6M |
| Oak Harvest Investment Services | 1.47% | Add +3.1% | 246,781 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.4% | 245,572 | $12.5M |
| TD Capital Management LLC | 1.13% | Reduce -2.1% | 245,359 | $12.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -11.9% | 236,247 | $12.1M |
| NewEdge Advisors, LLC | 0.05% | Reduce -46.3% | 229,336 | $11.7M |
| Stifel Financial Corp. | 0.01% | Reduce -11.6% | 224,730 | $11.5M |
| Principle Wealth Partners LLC | 0.65% | Add +11.5% | 220,026 | $11.2M |
| Sunflower Bank, N.A. | 2.56% | Reduce -6.4% | 206,571 | $10.5M |
| Opal Wealth Advisors, LLC | 2.92% | Add +8.4% | 205,713 | $10.5M |
| Great Valley Advisor Group, Inc. | 0.21% | Reduce -11.7% | 202,501 | $10.3M |
| Phoenix Wealth Advisors | 3.62% | Add +1.1% | 184,698 | $9.4M |
| Tortoise Investment Management, LLC | 0.80% | Add +1.1% | 175,240 | $8.9M |
| One Capital Management, LLC | 0.28% | Add +459.7% | 171,115 | $8.7M |
| Quotient Wealth Partners, LLC | 0.23% | Reduce -7.3% | 168,027 | $8.6M |
| Chesley Taft & Associates LLC | 0.36% | Add +0.6% | 165,290 | $8.4M |
| Boulder Wealth Advisors, LLC | 3.78% | — | 159,342 | $8.1M |
| Cooper Financial Group | 0.89% | Add +22.2% | 158,260 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -2.3% | 158,024 | $8.1M |
| Legacy Private Trust Co. | 0.46% | Add +22.4% | 151,442 | $7.7M |
| Gradient Investments LLC | 0.12% | Add +51.3% | 145,763 | $7.4M |
| Elmwood Wealth Management, Inc. | 2.63% | Add +2.9% | 145,627 | $7.4M |
| Regions Financial Corp. | 0.05% | Add +0.7% | 145,276 | $7.4M |
| Whitegate Investment Counselors, Inc. | 2.44% | Add +5.7% | 145,205 | $7.4M |
| McNamara Financial Services, Inc. | 1.36% | Add +2.0% | 143,170 | $7.3M |
| Apex Wealth Management, LLC | 5.13% | Add +7.5% | 140,462 | $7.2M |
| Great Point Wealth Advisors, LLC | 1.33% | — | 138,940 | $7.1M |
| Citizens Financial Group Inc. | 0.10% | Add +2677.6% | 136,156 | $6.9M |
| WCG Wealth Advisors LLC | 0.44% | Reduce -22.9% | 136,078 | $6.9M |
| Insight Advisors, LLC/ PA | 1.05% | Add +1.3% | 134,620 | $6.9M |
| CENTRAL TRUST Co | 0.14% | Add +23.9% | 134,133 | $6.8M |
| Summit Financial, LLC | 0.10% | New | 134,131 | $6.8M |
| Capital Analysts, LLC | 0.20% | Add +27.7% | 131,202 | $6.7M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -14.9% | 130,305 | $6.7M |
| Prosperity Consulting Group, LLC | 0.31% | Add +11.8% | 124,928 | $6.4M |
| Goelzer Investment Management, Inc. | 0.33% | Add +10.6% | 121,944 | $6.2M |
| Per Stirling Capital Management, LLC. | 0.74% | Add +45.6% | 120,484 | $6.1M |
| Websterrogers Financial Advisors, LLC | 1.83% | Add +0.4% | 119,866 | $6.1M |
| SOL Capital Management CO | 0.55% | Reduce -0.7% | 119,510 | $6.1M |
| Appleton Partners Inc. | 0.41% | Add +4.8% | 118,432 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.3% | 116,759 | $6.0M |
| Albion Financial Group | 0.35% | Add +4.0% | 113,776 | $5.8M |
| Southeast Asset Advisors, LLC | 0.62% | Reduce -5.7% | 112,290 | $5.7M |
| Forza Wealth Management, LLC | 2.17% | Add +9.9% | 111,200 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -17.9% | 107,382 | $5.5M |
| Stewardship Advisors, LLC | 1.30% | Add +3.4% | 107,356 | $5.5M |
| Syntegra Private Wealth Group, LLC | 0.51% | Add +81.2% | 106,229 | $5.4M |
| YHB Investment Advisors, Inc. | 0.40% | Add +6.0% | 105,882 | $5.4M |
| Roof Eidam Maycock Peralta, LLC | 1.31% | Add +1.9% | 105,449 | $5.4M |
| Farther Finance Advisors, LLC | 0.08% | Add +108.3% | 105,281 | $5.4M |
| Geneos Wealth Management Inc. | 0.14% | Add +156.3% | 104,943 | $5.4M |
| Ironwood Investment Counsel, LLC | 0.77% | Add +245.3% | 104,135 | $5.3M |
| PDS Planning, Inc | 0.37% | Reduce -4.8% | 104,066 | $5.3M |
| Kestra Investment Management, LLC | 0.14% | Add +4.5% | 100,216 | $5.1M |
| Bokf, NA | 0.08% | Add +0.2% | 99,949 | $5.1M |
| CFO4Life Group, LLC | 0.73% | Reduce -2.2% | 99,044 | $5.1M |
| Sierra Capital LLC | 0.55% | No change | 98,375 | $5.0M |
| Richard P Slaughter Associates Inc | 1.08% | Add +15.7% | 98,089 | $5.0M |
| Wealth Alliance Advisory Group, LLC | 0.89% | Reduce -2.9% | 96,321 | $4.9M |
| StrongBox Wealth, LLC | 1.64% | Add +7.6% | 94,907 | $4.8M |
| Mills Wealth Advisors LLC | 1.97% | Add +29.6% | 94,878 | $4.8M |
| Mutual Advisors, LLC | 0.11% | Add +2.6% | 93,686 | $4.8M |
| Savvy Advisors, Inc. | 0.22% | Add +32.8% | 93,186 | $4.8M |
| Essex Financial Services, Inc. | 0.28% | Add +48.6% | 91,984 | $4.7M |
| Manning & Napier Advisors LLC | 0.06% | Add +1.1% | 91,681 | $4.7M |
| Capital Management Corp. | 0.73% | Add +14.4% | 91,405 | $4.7M |
| RPg Family Wealth Advisory, LLC | 1.01% | Reduce -0.8% | 90,517 | $4.6M |
| J.Safra Asset Management Corp | 0.28% | Add +2.0% | 90,188 | $4.6M |
| Parallel Advisors, LLC | 0.08% | Add +73.2% | 88,482 | $4.5M |
| LPWM LLC | 1.20% | Add +7.8% | 87,846 | $4.5M |
| SkyOak Wealth, LLC | 0.84% | Reduce -0.5% | 87,598 | $4.5M |
| ERn Financial, LLC | 0.88% | Add +20.9% | 87,431 | $4.5M |
| Ancora Advisors LLC | 0.09% | Add +162.0% | 86,047 | $4.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +82.4% | 85,795 | $4.4M |
| IMZ Advisory Inc | 1.61% | Reduce -23.0% | 84,676 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -27.3% | 84,433 | $4.3M |
| Brandywine Oak Private Wealth LLC | 0.37% | Reduce -1.7% | 83,410 | $4.3M |
| Stonebridge Financial Group, LLC | 0.37% | Add +24.2% | 82,390 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.21% | Reduce -0.2% | 82,000 | $4.2M |
| MML Investors Services, LLC | 0.01% | Reduce -4.7% | 81,320 | $4.2M |
| Graves Light Lenhart Wealth, Inc. | 0.45% | Add +27.4% | 80,317 | $4.1M |
| KM Capital Management Ltd. | 1.89% | Add +25.1% | 80,006 | $4.1M |
| Jupiter Wealth Management LLC | 1.93% | No change | 80,000 | $4.1M |
| Beacon Investment Advisory Services, Inc. | 0.17% | Reduce -43.2% | 78,990 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.2% | 78,810 | $4.0M |
| NavPoint Financial, Inc. | 2.08% | Reduce -6.1% | 77,654 | $4.0M |
| Robinson Smith Wealth Advisors LLC | 2.82% | Add +30.0% | 77,073 | $3.9M |
| BCGM Wealth Management, LLC | 1.01% | Reduce -8.5% | 76,193 | $3.9M |
| Vertex Planning Partners, LLC | 0.74% | Add +34.6% | 75,968 | $3.9M |
| Perennial Advisors, LLC | 0.67% | Add +4.0% | 75,553 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +9.5% | 75,206 | $3.8M |
| Venturi Wealth Management, LLC | 0.18% | Add +35.1% | 74,411 | $3.8M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +193.3% | 74,294 | $3.8M |
| Kintra Wealth, LLC | 2.07% | Reduce -10.5% | 71,835 | $3.7M |
| Aspen Wealth Management LLC | 0.81% | Add +37.8% | 71,787 | $3.7M |
| Signet Financial Management, LLC | 0.42% | Add +0.9% | 70,349 | $3.6M |
| Old Mission Capital LLC | 0.12% | Add +420.1% | 67,084 | $3.4M |
| Able Wealth Management LLC | 1.24% | Add +68.2% | 64,627 | $3.3M |
| Three Bridge Wealth Advisors, LLC | 0.84% | Reduce -6.7% | 64,097 | $3.3M |
| NCM Capital Management, LLC | 1.26% | Add +30.9% | 63,730 | $3.3M |
| TFO Wealth Partners, LLC | 0.53% | Add +7.4% | 63,594 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.7% | 61,552 | $3.1M |
| Castlekeep Investment Advisors LLC | 1.45% | Add +11.0% | 60,642 | $3.1M |
| Global Retirement Partners, LLC | 0.07% | Add +2.8% | 60,313 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -3.9% | 60,129 | $3.1M |
| Bailard, Inc. | 0.07% | Reduce -91.2% | 59,705 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +30.4% | 59,681 | $3.0M |
| Modern Wealth Management, LLC | 0.06% | Reduce -3.6% | 59,212 | $3.0M |
| Clarity Asset Management, Inc. | 1.68% | Add +3.5% | 58,757 | $3.0M |
| Highline Wealth Partners LLC | 0.80% | Reduce -1.6% | 58,103 | $3.0M |
| Sterling Financial Group, Inc. | 0.93% | Reduce -14.7% | 57,288 | $2.9M |
| Sandbox Financial Partners, LLC | 0.84% | Add +3.8% | 57,244 | $2.9M |
| IFP Advisors, Inc | 0.08% | Add +2.0% | 56,904 | $2.9M |
| Fulton Bank, N.A. | 0.10% | Add +51.2% | 56,549 | $2.9M |
| Flow Traders U.S. LLC | 0.12% | New | 56,471 | $2.9M |
| Ashton Thomas Securities, LLC | 0.39% | Add +200.5% | 55,310 | $2.8M |
| Integrated Investment Consultants, LLC | 0.48% | New | 55,000 | $2.8M |
| CCG Wealth Management, LLC | 1.28% | Add +4.3% | 53,282 | $2.7M |
| Laurel Wealth Planning LLC | 1.42% | Add +4.8% | 52,491 | $2.7M |
| Rossmore Private Capital | 0.28% | Reduce -13.7% | 50,833 | $2.6M |
| Integrated Advisors Network LLC | 0.11% | Add +2.5% | 50,391 | $2.6M |
| Sargent Investment Group, LLC | 0.36% | Add +9.5% | 50,101 | $2.6M |
| San Luis Wealth Advisors LLC | 0.46% | New | 50,000 | $2.6M |
| Syverson Strege & Co | 0.61% | Add +0.1% | 49,722 | $2.5M |
| GPS Wealth Strategies Group, LLC | 0.27% | Reduce -9.6% | 49,636 | $2.5M |
| Sunburst Financial Group, LLC | 0.51% | Reduce -22.9% | 47,486 | $2.4M |
| Pennsylvania Capital Management Inc. | 0.71% | Reduce -2.2% | 47,467 | $2.4M |
| Encompass Wealth Advisors, LLC | 0.82% | Add +2.4% | 46,959 | $2.4M |
| Skyline Advisors, Inc. | 0.82% | Add +8.0% | 46,906 | $2.4M |
| Sunbelt Securities, Inc. | 0.17% | Add +413.0% | 46,903 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Add +23.0% | 46,015 | $2.3M |
| Philip James Wealth Mangement, LLC | 0.28% | Add +36.7% | 45,987 | $2.3M |
| LexAurum Advisors, LLC | 0.33% | Add +27.1% | 45,604 | $2.3M |
| Bristlecone Advisors, LLC | 0.19% | Add +5.4% | 45,417 | $2.3M |
| Synovus Financial Corp. | 0.03% | Reduce -1.1% | 43,797 | $2.2M |
| Adamsbrown Wealth Consultants LLC | 0.62% | Reduce -2.3% | 43,760 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Reduce -10.5% | 43,759 | $2.2M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -41.8% | 43,403 | $2.2M |
| Merit Financial Group, LLC | 0.02% | New | 42,900 | $2.2M |
| Narus Financial Partners, LLC | 0.60% | Reduce -20.5% | 42,675 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.6% | 41,375 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 41,014 | $2.1M |
| Creative Planning | 0.00% | Reduce -2.9% | 40,998 | $2.1M |
| Ariadne Wealth Management, LP | 0.93% | No change | 40,926 | $2.1M |
| Kathleen S. Wright Associates Inc. | 0.77% | Reduce -1.9% | 40,637 | $2.1M |
| Circle Wealth Management, LLC | 0.04% | New | 39,460 | $2.0M |
| Vawter Financial, Ltd. | 0.91% | New | 39,458 | $2.0M |
| Kathmere Capital Management, LLC | 0.14% | Reduce -10.3% | 39,454 | $2.0M |
| &partners | 0.01% | Add +5.6% | 39,375 | $2.0M |
| ZWJ Investment Counsel Inc. | 0.07% | Add +60.1% | 38,671 | $2.0M |
| New Capital Management LP | 0.52% | Reduce -4.0% | 38,643 | $2.0M |
| Bfsg, LLC | 0.19% | Reduce -12.1% | 38,025 | $1.9M |
| Red Mountain Financial, LLC | 1.92% | Add +3.6% | 36,984 | $1.9M |
| Bramshill Investments, LLC | 0.13% | Reduce -3.1% | 36,847 | $1.9M |
| Summit Wealth Partners, LLC | 0.34% | Add +0.9% | 36,374 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.77% | Add +3.8% | 36,283 | $1.9M |
| 1900 Wealth Management LLC | 0.12% | Reduce -3.0% | 35,946 | $1.8M |
| Pecaut & Co. | 0.58% | Reduce -0.6% | 35,117 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.14% | Reduce -0.1% | 35,015 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Add +16.2% | 34,760 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -0.0% | 34,542 | $1.8M |
| Klingman & Associates, LLC | 0.09% | Add +38.4% | 34,421 | $1.8M |
| Baker Ellis Asset Management LLC | 0.22% | Add +19.1% | 34,300 | $1.8M |
| Paladin Advisory Group, LLC | 1.36% | Reduce -27.6% | 34,227 | $1.7M |
| Alpha Omega Wealth Management LLC | 0.29% | Add +6.2% | 34,213 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -20.2% | 33,827 | $1.7M |
| Sandy Cove Advisors, LLC | 0.54% | Add +13.8% | 33,206 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Add +7.2% | 32,360 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +30.0% | 32,345 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.26% | Add +94.0% | 32,261 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 32,236 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Add +40.4% | 31,589 | $1.6M |
| Founders Financial Securities LLC | 0.11% | Add +9.3% | 31,581 | $1.6M |
| Nwam LLC | 0.09% | Reduce -31.1% | 31,339 | $1.6M |
| Kooman & Associates | 0.48% | Add +5.1% | 30,663 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +39.4% | 30,541 | $1.6M |
| Roehl & Yi Investment Advisors, LLC | 0.68% | Add +5.7% | 30,526 | $1.6M |
| Compass Financial Group, Inc. | 0.69% | Reduce -7.1% | 30,261 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.53% | Add +34.2% | 30,264 | $1.5M |
| WealthBridge Capital Management, LLC | 0.36% | Add +1.9% | 29,894 | $1.5M |
| Harbour Investment Management LLC | 0.66% | Reduce -7.5% | 29,812 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.30% | No change | 29,565 | $1.5M |
| Root Financial Partners, LLC | 0.09% | Add +214.8% | 29,107 | $1.5M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -0.5% | 29,107 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +1.0% | 28,263 | $1.4M |
| IAG Wealth Partners, LLC | 0.17% | Reduce -44.8% | 28,227 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.21% | Reduce -0.2% | 27,966 | $1.4M |
| Strive Asset Management, LLC | 0.76% | Add +20.9% | 27,597 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 27,497 | $1.4M |
| NewSquare Capital LLC | 0.09% | Add +5.6% | 26,987 | $1.4M |
| United Advisor Group, LLC | 0.18% | Add +0.6% | 26,581 | $1.4M |
| Private Trust Co. NA | 0.12% | Reduce -45.5% | 26,561 | $1.4M |
| Core Wealth Advisors, Inc. | 0.34% | Reduce -13.0% | 25,797 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | New | 25,711 | $1.3M |
| Kwmg, LLC | 0.11% | Reduce -4.5% | 25,688 | $1.3M |
| Clear Point Advisors Inc. | 1.02% | Reduce -6.8% | 25,683 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +0.2% | 25,672 | $1.3M |
| BayBridge Capital Group, LLC | 0.83% | Reduce -11.8% | 25,511 | $1.3M |
| SFG Wealth Management, LLC. | 0.56% | New | 25,464 | $1.3M |
| Yarger Wealth Strategies, LLC | 0.59% | Reduce -19.1% | 25,365 | $1.3M |
| Princeton Global Asset Management LLC | 0.21% | Reduce -47.0% | 25,120 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -26.4% | 24,584 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.16% | New | 23,756 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +410.1% | 23,079 | $1.2M |
| Sage Financial Group Inc. | 0.08% | Add +15.5% | 23,076 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +3.5% | 21,977 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Add +71.0% | 21,748 | $1.1M |
| Vista Investment Management | 0.39% | Add +38.2% | 21,708 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.16% | Add +12.4% | 21,292 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.33% | Add +0.5% | 21,323 | $1.1M |
| Thompson Davis & Co., Inc. | 0.64% | No change | 20,301 | $1.0M |
| Security Financial Services, INC. | 0.17% | Add +0.7% | 20,160 | $1.0M |
| Tranquility Partners, LLC | 0.35% | No change | 20,049 | $1.0M |
| Summit Place Financial Advisors, LLC | 0.48% | New | 19,895 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +54.5% | 19,865 | $1.0M |
| James J. Burns & Company, LLC | 0.15% | Add +122.7% | 19,836 | $1.0M |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -5.4% | 19,700 | $1.0M |
| Presidio Capital Management, LLC | 0.35% | Add +4.5% | 19,483 | $994K |
| Leverty Financial Group, LLC | 0.26% | Add +7.4% | 19,457 | $993K |
| JNBA Financial Advisors | 0.09% | No change | 18,907 | $965K |
| Collective Family Office LLC | 0.23% | Add +73.8% | 18,770 | $958K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -0.9% | 18,654 | $952K |
| Morgan Stanley | 0.00% | Add +5.8% | 18,605 | $950K |
| Waverly Advisors, LLC | 0.01% | Add +7.7% | 18,533 | $946K |
| Janney Montgomery Scott LLC | 0.00% | Add +37.4% | 18,520 | $945K |
| Collaborative Wealth Managment Inc. | 0.38% | Add +14.7% | 18,470 | $943K |
| Cahill Financial Advisors Inc. | 0.11% | Add +156.6% | 18,323 | $935K |
| Webster Bank, N. A. | 0.09% | No change | 18,294 | $934K |
| Masso Torrence Wealth Management Inc. | 0.38% | Add +3.6% | 17,819 | $909K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.7% | 17,497 | $893K |
| Founders Grove Wealth Partners, LLC | 0.21% | Reduce -46.9% | 17,312 | $884K |
| Advisory Services Network, LLC | 0.01% | Add +94.1% | 17,051 | $870K |
| Jacobi Capital Management LLC | 0.05% | Add +19.3% | 16,875 | $861K |
| OLIO Financial Planning | 0.25% | Add +12.4% | 16,863 | $861K |
| Bolthouse Investments, LLC | 0.78% | No change | 16,795 | $857K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -11.4% | 16,673 | $851K |
| Boston Family Office LLC | 0.05% | No change | 16,509 | $843K |
| Apella Capital, LLC | 0.02% | Add +0.7% | 16,389 | $835K |
| Silver Oak Securities, Incorporated | 0.06% | Add +0.1% | 16,327 | $833K |
| Intergy Private Wealth, LLC | 0.26% | Add +1.6% | 16,223 | $828K |
| Eagle Bluffs Wealth Management LLC | 0.35% | Reduce -0.6% | 15,937 | $813K |
| Fourth Dimension Wealth, LLC | 0.31% | Reduce -15.9% | 15,905 | $812K |
| Claro Advisors Inc. | 0.12% | Add +15.7% | 15,851 | $809K |
| D L Carlson Investment Group Inc. | 0.13% | New | 15,502 | $791K |
| Paragon Advisors, LLC | 0.20% | New | 14,952 | $763K |
| Stephens Inc. | 0.01% | Add +14.3% | 14,899 | $760K |
| Mallini Complete Financial Planning LLC | 0.67% | Add +0.7% | 14,801 | $755K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -6.6% | 14,745 | $753K |
| Cozad Asset Management Inc. | 0.06% | Reduce -30.1% | 14,746 | $753K |
| Canvas Wealth Advisors, LLC | 0.14% | Add +8.8% | 14,725 | $750K |
| McDonald Partners LLC | 0.22% | No change | 14,600 | $745K |
| Ocean Park Asset Management, LLC | 0.03% | New | 14,500 | $740K |
| Comerica Bank | 0.00% | Reduce -15.3% | 14,398 | $735K |
| Shum Financial Group, Inc. | 0.54% | — | 14,203 | $725K |
| Strategic Blueprint, LLC | 0.03% | Add +26.6% | 14,195 | $724K |
| Allen Capital Group, LLC | 0.07% | Add +5.0% | 14,169 | $723K |
| Marion Wealth Management | 0.17% | Add +10.1% | 14,146 | $722K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -0.9% | 14,119 | $721K |
| Causey Wealth LLC | 0.35% | Reduce -7.3% | 14,119 | $721K |
| Centurion Wealth Management LLC | 0.16% | Add +5.8% | 14,043 | $717K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -51.0% | 13,960 | $712K |
| BSW Wealth Partners | 0.09% | Add +0.7% | 13,944 | $712K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +68.4% | 13,883 | $709K |
| Dakota Wealth Management | 0.01% | Add +1.5% | 13,815 | $705K |
| Lifelong Wealth Advisors, Inc. | 0.21% | Reduce -4.5% | 13,623 | $695K |
| Two Sigma Securities, LLC | 0.10% | Add +92.7% | 13,487 | $688K |
| Kuhn & Co Investment Counsel | 0.54% | Reduce -18.2% | 13,398 | $684K |
| Impact Capital Partners LLC | 0.20% | Reduce -5.7% | 13,287 | $678K |
| Sentinel Trust Co. Lba | 0.07% | Reduce -2.8% | 13,049 | $666K |
| Tradewinds, LLC. | 0.16% | New | 12,600 | $643K |
| Genesis Private Wealth, LLC | 0.27% | No change | 12,562 | $641K |
| Aspen Wealth Strategies, LLC | 0.36% | Reduce -13.8% | 12,493 | $638K |
| Essex Bank | 0.14% | Reduce -2.5% | 12,461 | $636K |
| Enclave Advisors LLC | 0.10% | Add +9.7% | 12,346 | $630K |
| Aletheian Wealth Advisors LLC | 0.29% | Add +0.4% | 12,290 | $627K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -20.8% | 12,072 | $616K |
| BlackDiamond Wealth Management, LLC | 0.33% | Add +3.4% | 12,023 | $614K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.6% | 11,945 | $610K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Add +9.1% | 11,945 | $610K |
| Mason & Associates Inc | 0.12% | Reduce -21.4% | 11,895 | $607K |
| Blair William & Co. | 0.00% | Add +16.8% | 11,850 | $605K |
| Eagle Harbor Asset Management Inc. | 0.52% | Add +0.0% | 11,825 | $604K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 11,750 | $600K |
| Mattson Financial Services, LLC | 0.14% | New | 11,704 | $597K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -10.9% | 11,603 | $592K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | Add +38.3% | 11,324 | $578K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.7% | 11,281 | $576K |
| Principal Securities, Inc. | 0.01% | Add +2.6% | 11,216 | $572K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -6.1% | 11,097 | $566K |
| Shore Point Advisors, LLC | 0.25% | Add +76.8% | 11,079 | $566K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.4% | 11,005 | $562K |
| Ruggaard & Associates LLC | 0.21% | Add +3.2% | 10,920 | $557K |
| Trustmark Bank Trust Department | 0.04% | Reduce -7.6% | 10,886 | $556K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 10,767 | $550K |
| Family Office Research LLC | 0.24% | Add +0.7% | 10,766 | $550K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -76.3% | 10,731 | $548K |
| Slow Capital, Inc. | 0.06% | Reduce -69.9% | 10,602 | $541K |
| Redmond Asset Management, LLC | 0.13% | No change | 10,600 | $541K |
| Avaii Wealth Management, LLC | 0.21% | Reduce -3.6% | 10,584 | $540K |
| Hartford Financial Management Inc. | 0.14% | Reduce -0.4% | 10,436 | $533K |
| Souders Financial Advisors | 0.06% | Reduce -13.8% | 10,224 | $522K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -11.4% | 10,128 | $517K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $510K |
| Midwestern Financial, LLC | 0.44% | Add +0.7% | 9,949 | $508K |
| Titleist Asset Management, LLC | 0.04% | Reduce -12.1% | 9,893 | $505K |
| 49 Wealth Management, LLC | 0.05% | Add +15.0% | 9,774 | $499K |
| Sonata Capital Group Inc. | 0.18% | Reduce -3.9% | 9,752 | $498K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -12.9% | 9,752 | $497K |
| WNY Asset Management, LLC | 0.05% | No change | 9,483 | $484K |
| PFG Advisors | 0.02% | Add +7.5% | 9,469 | $483K |
| Freedom Investment Management, Inc. | 0.13% | Reduce -78.2% | 9,438 | $482K |
| McCarthy & Cox | 0.11% | Add +3.0% | 9,320 | $476K |
| IFG Advisory, LLC | 0.02% | Add +3.0% | 9,152 | $467K |
| Novem Group | 0.06% | Reduce -18.4% | 9,106 | $465K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +103.6% | 9,087 | $464K |
| International Assets Investment Management, LLC | 0.04% | No change | 9,035 | $459K |
| C M Bidwell & Associates Ltd. | 0.22% | No change | 8,865 | $452K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -15.4% | 8,800 | $449K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +42.5% | 8,666 | $442K |
| ORG Partners LLC | 0.08% | Add +10.6% | 8,608 | $439K |
| Sincerus Advisory, LLC | 0.37% | Reduce -0.4% | 8,453 | $431K |
| Brookwood Investment Group LLC | 0.06% | New | 8,340 | $426K |
| Members Wealth LLC | 0.27% | — | 8,349 | $425K |
| Belpointe Asset Management LLC | 0.02% | Add +62.7% | 8,288 | $423K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +29.9% | 8,283 | $423K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +36.2% | 8,269 | $422K |
| Curbstone Financial Management Corp | 0.08% | No change | 8,250 | $421K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -7.2% | 8,068 | $411K |
| Paladin Wealth, LLC | 0.29% | Add +24.2% | 7,943 | $405K |
| Procyon Advisors, LLC | 0.02% | New | 7,855 | $401K |
| Seneca House Advisors | 0.16% | New | 7,850 | $401K |
| Atria Investments, Inc | 0.00% | Reduce -41.8% | 7,769 | $397K |
| Independent Financial Group, LLC | 0.01% | New | 7,760 | $396K |
| DAVENPORT & Co LLC | 0.00% | Add +0.1% | 7,750 | $396K |
| M Wealth Management, LLC | 0.35% | No change | 7,711 | $394K |
| First Foundation Advisors | 0.01% | Reduce -54.0% | 7,698 | $393K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -12.3% | 7,632 | $390K |
| Carnegie Investment Counsel | 0.01% | No change | 7,390 | $377K |
| Argent Trust Co | 0.01% | Add +21.6% | 7,387 | $377K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 7,372 | $376K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +3.7% | 7,335 | $374K |
| Triad Wealth Partners, LLC | 0.05% | New | 7,313 | $373K |
| Bison Wealth, LLC | 0.03% | Reduce -9.4% | 7,334 | $373K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -26.4% | 7,144 | $365K |
| Archford Capital Strategies, LLC | 0.04% | Add +1.0% | 7,076 | $361K |
| Lifestyle Asset Management, Inc. | 0.12% | Reduce -21.6% | 6,960 | $355K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,950 | $355K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -9.2% | 6,894 | $352K |
| Csenge Advisory Group | 0.02% | Reduce -6.2% | 6,832 | $349K |
| Gill Capital Partners, LLC | 0.11% | No change | 6,771 | $346K |
| Tarbox Family Office, Inc. | 0.05% | No change | 6,738 | $344K |
| Curran Financial Partners, LLC | 0.07% | Add +58.4% | 6,704 | $342K |
| Flagstar Securities, Inc. | 0.10% | Add +33.4% | 6,617 | $338K |
| Chokshi & Queen Wealth Advisors, Inc | 0.18% | Add +8.7% | 6,604 | $337K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,574 | $336K |
| Schwallier Wealth Management LLC | 0.21% | Add +52.0% | 6,483 | $331K |
| Vise Technologies, Inc. | 0.01% | Add +30.8% | 6,438 | $329K |
| PFW Advisors LLC | 0.10% | Reduce -20.9% | 6,364 | $325K |
| Cresset Asset Management, LLC | 0.00% | Add +0.7% | 6,364 | $325K |
| Global Trust Asset Management, LLC | 0.15% | No change | 6,350 | $324K |
| CAP Partners, LLC | 0.18% | Add +1.6% | 6,228 | $318K |
| Old Port Advisors | 0.08% | New | 6,037 | $308K |
| BHK Investment Advisors, LLC | 0.11% | No change | 6,000 | $306K |
| Shayne & Jacobs, LLC | 0.09% | No change | 6,000 | $306K |
| Requisite Capital Management, LLC | 0.05% | Reduce -37.1% | 6,000 | $306K |
| Meridian Financial Advisors, LLC | 0.17% | Add +11.3% | 5,944 | $303K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.7% | 5,926 | $302K |
| Choice Wealth Advisors LLC | 0.13% | No change | 5,900 | $301K |
| Weaver Consulting Group | 0.08% | Add +5.4% | 5,900 | $301K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +11.8% | 5,892 | $301K |
| Herold Advisors, Inc. | 0.07% | No change | 5,800 | $296K |
| Firestone Capital Management | 0.06% | Reduce -3.8% | 5,755 | $294K |
| Zacks Investment Management | 0.00% | Add +0.1% | 5,699 | $291K |
| Annex Advisory Services, LLC | 0.01% | New | 5,546 | $283K |
| Private Wealth Group, LLC | 0.14% | Reduce -26.5% | 5,460 | $279K |
| Aries Wealth Management | 0.07% | New | 5,430 | $277K |
| IMS Capital Management | 0.13% | No change | 5,334 | $272K |
| Western Wealth Management, LLC | 0.01% | Reduce -9.5% | 5,249 | $268K |
| NewEdge Wealth, LLC | 0.00% | New | 5,205 | $265K |
| Dogwood Wealth Management LLC | 0.12% | Reduce -0.1% | 5,015 | $256K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -44.4% | 5,000 | $255K |
| Brown Financial Advisors | 0.09% | New | 4,979 | $254K |
| Amara Financial, Llc. | 0.19% | Add +1.5% | 4,935 | $252K |
| Harbor Group, Inc. | 0.04% | Reduce -6.4% | 4,933 | $252K |
| Colonial River Investments, LLC | 0.09% | New | 4,839 | $247K |
| WealthTrak Capital Management LLC | 0.20% | Add +41.3% | 4,783 | $244K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 4,740 | $242K |
| Smith, Moore & Co. | 0.02% | New | 4,605 | $235K |
| Horizon Family Wealth, Inc. | 0.13% | Add +0.2% | 4,586 | $234K |
| First Citizens Financial Corp | 0.12% | Reduce -11.4% | 4,582 | $234K |
| Smithbridge Asset Management Inc. | 0.03% | New | 4,582 | $234K |
| Ergawealth Advisors, Inc. | 0.11% | Add +0.7% | 4,559 | $233K |
| Guardian Asset Advisors, LLC | 0.12% | Add +0.6% | 4,530 | $231K |
| Saiph Capital, LLC | 0.08% | New | 4,500 | $230K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,492 | $229K |
| Semus Wealth Partners LLC | 0.13% | Add +0.7% | 4,476 | $228K |
| SouthState Bank Corp | 0.01% | Add +80.6% | 4,451 | $227K |
| Hutchinson Capital Management | 0.04% | No change | 4,441 | $227K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -8.4% | 4,335 | $221K |
| Key Financial Inc | 0.04% | Add +96.9% | 4,167 | $212K |
| Arete Wealth Advisors, LLC | 0.01% | New | 4,132 | $211K |
| Transce3nd, LLC | 1.85% | Reduce -94.8% | 4,095 | $207K |
| Pathway Financial Advisors LLC | 0.03% | No change | 3,973 | $203K |
| Hills Bank & Trust Co | 0.01% | No change | 3,574 | $182K |
| 2UniFi Bank | 0.08% | No change | 3,259 | $166K |
| Ameritas Advisory Services, LLC | 0.01% | Add +39.9% | 2,913 | $149K |
| CVA Family Office, LLC | 0.02% | Reduce -25.6% | 2,860 | $146K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,790 | $142K |
| West Paces Advisors Inc. | 0.03% | Add +148.8% | 2,650 | $135K |
| Millstone Evans Group, LLC | 0.08% | No change | 2,600 | $133K |
| Colonial Trust Advisors | 0.01% | Add +0.7% | 2,418 | $123K |
| Longview Financial Advisors LLC | 0.06% | No change | 1,975 | $101K |
| GGM Financial LLC | 0.05% | New | 1,965 | $100K |
| Principia Wealth Advisory, LLC | 0.07% | No change | 1,859 | $95K |
| EPG Wealth Management LLC | 0.02% | Add +0.6% | 1,757 | $90K |
| Clark Wealth Partners | 0.05% | Add +1.4% | 1,627 | $83K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -10.1% | 1,179 | $60K |
| US Bancorp \de | 0.00% | Add +130.6% | 1,153 | $59K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,145 | $58K |
| GAMMA Investing LLC | 0.00% | Reduce -39.6% | 1,145 | $58K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +2202.2% | 1,059 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7178.6% | 1,019 | $52K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $51K |
| Rossby Financial, LCC | 0.01% | Add +1.1% | 886 | $45K |
| Rice Partnership, LLC | 0.01% | New | 844 | $43K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 822 | $42K |
| Park Place Capital Corp | 0.01% | Add +0.5% | 805 | $41K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.5% | 775 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -30.5% | 580 | $30K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 504 | $26K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 440 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 424 | $22K |
| AE Wealth Management LLC | 0.00% | Add +408.2% | 371 | $19K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 365 | $19K |
| Creative Financial Designs Inc. | 0.00% | Reduce -31.3% | 353 | $18K |
| Allworth Financial LP | 0.00% | No change | 298 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 270 | $14K |
| Wealth Watch Advisors, INC | 0.00% | New | 215 | $11K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 213 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +0.7% | 156 | $8K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 135 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 105 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 37 | $2K |
"% 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.