JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q4 2025 (December 31)547holders +48
46new positions
25sold out
$50.95avg. 13F price*
At the end of Q4 2025, 547 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 48 from Q3 2025. 46 opened new positions and 25 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($202.4M), Bank of America Corp. ($201.6M) and LPL Financial LLC ($154.1M).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $98.7M |
| Exits | 25 | $21.7M |
All 13F filers, Q3 2025 → Q4 2025: 8,428,244 shares bought and 3,046,889 shares sold, net +5,381,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +5.1% | 3,973,128 | $202.4M |
| Bank of America Corp. | 0.01% | Add +4.5% | 3,956,783 | $201.6M |
| LPL Financial LLC | 0.04% | Add +1.8% | 3,024,296 | $154.1M |
| HB Wealth Management, LLC | 0.72% | Add +25.7% | 2,177,912 | $110.9M |
| Wells Fargo & Company | 0.01% | Add +10.1% | 1,481,928 | $75.5M |
| Resonant Capital Advisors, LLC | 4.02% | Add +0.8% | 1,432,023 | $73.1M |
| FMR LLC | 0.00% | Add +0.0% | 1,381,769 | $70.4M |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 1,339,176 | $68.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +18.5% | 1,268,731 | $64.7M |
| NorthRock Partners, LLC | 1.02% | Add +14.2% | 1,184,016 | $60.3M |
| Salomon & Ludwin, LLC | 5.28% | Add +1.9% | 1,172,070 | $59.7M |
| Bank of New York Mellon Corp | 0.01% | Add +19.3% | 1,099,786 | $56.0M |
| UBS Group AG | 0.01% | Add +0.9% | 1,048,120 | $53.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.24% | Reduce -3.1% | 1,018,379 | $51.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.4% | 894,113 | $45.5M |
| Corient Private Wealth LP | 0.06% | Add +139.9% | 893,211 | $45.5M |
| Mariner, LLC | 0.05% | Add +12.4% | 888,937 | $45.3M |
| Interchange Capital Partners, LLC | 7.12% | Add +0.2% | 754,000 | $38.4M |
| Weatherly Asset Management L. P. | 2.78% | Add +3.8% | 707,636 | $36.1M |
| Bridgewater Advisors Inc. | 2.28% | Add +5.0% | 689,620 | $35.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -4.3% | 657,456 | $33.5M |
| Flputnam Investment Management Co. | 0.46% | Add +7.8% | 617,884 | $31.5M |
| FSM Wealth Advisors, LLC | 4.29% | Add +2.6% | 615,055 | $31.3M |
| Royal Bank of Canada | 0.01% | Add +27.9% | 591,728 | $30.1M |
| Sage Mountain Advisors LLC | 1.59% | New | 590,000 | $30.1M |
| AlphaCore Capital LLC | 0.67% | Add +17.3% | 582,811 | $29.8M |
| Keybank National Association | 0.10% | Add +30.2% | 533,422 | $27.2M |
| Cerity Partners LLC | 0.04% | Reduce -2.1% | 525,168 | $26.8M |
| Global Wealth Management, LLC | 14.33% | Reduce -1.7% | 522,702 | $26.6M |
| Trust Co | 2.41% | Add +14.5% | 503,857 | $25.7M |
| Focus Partners Wealth | 0.03% | Add +50.3% | 493,519 | $25.2M |
| WCG Wealth Advisors LLC | 0.70% | Add +262.3% | 493,050 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +4.1% | 466,576 | $23.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Add +19.6% | 462,390 | $23.6M |
| CWA Asset Management Group, LLC | 0.81% | Reduce -16.1% | 440,879 | $22.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +76.4% | 433,117 | $22.1M |
| Global Strategic Investment Solutions, LLC | 2.15% | Add +5.4% | 432,204 | $22.0M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -31.2% | 412,846 | $21.0M |
| Cetera Investment Advisers | 0.02% | Add +45.7% | 392,805 | $20.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +45.3% | 390,535 | $19.9M |
| Captrust Financial Advisors | 0.04% | Add +2.6% | 366,323 | $18.7M |
| Cwm, LLC | 0.05% | Reduce -1.8% | 353,511 | $18.0M |
| TFO Wealth Partners, LLC | 2.61% | Add +438.9% | 342,711 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -35.9% | 337,701 | $17.2M |
| Fiduciary Trust Co | 0.19% | Reduce -17.6% | 329,297 | $16.8M |
| Axxcess Wealth Management, LLC | 0.29% | Add +13.7% | 323,330 | $16.5M |
| Jones Financial Companies LLLP | 0.01% | Add +27.5% | 322,233 | $16.4M |
| Franklin Resources Inc. | 0.00% | Add +10.5% | 319,849 | $16.3M |
| Diversified Portfolios, Inc. | 1.26% | Add +17.3% | 297,129 | $15.1M |
| Auxano Advisors, LLC | 2.95% | Add +0.1% | 293,259 | $14.9M |
| SouthState Bank Corp | 0.65% | Add +6341.9% | 286,731 | $14.6M |
| Lido Advisors, LLC | 0.06% | Reduce -6.6% | 283,816 | $14.5M |
| Capital Asset Advisory Services LLC | 0.58% | Add +14.1% | 281,874 | $14.4M |
| Boothe Investment Group, Inc. | 4.87% | Add +3.8% | 266,990 | $13.6M |
| Rosenberg Matthew Hamilton | 2.80% | Add +4.8% | 265,768 | $13.5M |
| Oak Harvest Investment Services | 1.46% | Add +6.3% | 262,409 | $13.4M |
| NewEdge Advisors, LLC | 0.05% | Add +10.1% | 252,574 | $12.9M |
| Avidian Wealth Enterprises, LLC | 0.46% | Reduce -3.3% | 247,572 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -7.7% | 246,506 | $12.6M |
| MBM Wealth Consultants, LLC | 2.88% | Reduce -7.5% | 237,529 | $12.1M |
| Dynasty Wealth Management, LLC | 0.12% | New | 233,996 | $11.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -41.1% | 232,838 | $11.9M |
| TD Capital Management LLC | 1.04% | Reduce -6.1% | 230,340 | $11.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 224,544 | $11.4M |
| Principle Wealth Partners LLC | 0.64% | Add +1.3% | 222,970 | $11.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -8.8% | 215,564 | $11.0M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +5.2% | 212,930 | $10.8M |
| Gradient Investments LLC | 0.17% | Add +43.4% | 208,967 | $10.6M |
| Opal Wealth Advisors, LLC | 2.77% | Add +1.3% | 208,448 | $10.6M |
| Simon Quick Advisors, LLC | 0.46% | New | 205,738 | $10.5M |
| Chesley Taft & Associates LLC | 0.41% | Add +22.0% | 201,640 | $10.3M |
| Davidson Investment Advisors | 0.43% | Reduce -20.1% | 201,509 | $10.3M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +21.7% | 192,256 | $9.8M |
| Phoenix Wealth Advisors | 3.66% | Add +1.2% | 186,898 | $9.5M |
| Whitegate Investment Counselors, Inc. | 2.88% | Add +24.5% | 180,770 | $9.2M |
| Citizens Financial Group Inc. | 0.12% | Add +27.4% | 173,479 | $8.9M |
| IF Advisors, LLC | 7.07% | — | 170,850 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +44.5% | 168,696 | $8.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +27.7% | 166,353 | $8.5M |
| Great Point Wealth Advisors, LLC | 1.51% | Add +16.6% | 161,970 | $8.3M |
| Quotient Wealth Partners, LLC | 0.22% | Reduce -4.5% | 160,542 | $8.2M |
| McNamara Financial Services, Inc. | 1.55% | Add +11.8% | 160,095 | $8.2M |
| Tortoise Investment Management, LLC | 0.69% | Reduce -11.5% | 155,119 | $7.9M |
| Elmwood Wealth Management, Inc. | 2.48% | Add +6.0% | 154,332 | $7.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +44.8% | 152,464 | $7.8M |
| Southeast Asset Advisors, LLC | 0.73% | Add +34.1% | 150,610 | $7.7M |
| Insight Advisors, LLC/ PA | 1.14% | Add +9.6% | 147,604 | $7.5M |
| Regions Financial Corp. | 0.05% | Reduce -0.7% | 144,287 | $7.3M |
| Capital Analysts, LLC | 0.20% | Add +9.4% | 143,485 | $7.3M |
| Elequin Capital, LP | 1.10% | Reduce -43.0% | 140,871 | $7.2M |
| Sierra Capital LLC | 0.74% | Add +39.9% | 137,619 | $7.0M |
| Prosperity Consulting Group, LLC | 0.31% | Add +9.1% | 136,298 | $6.9M |
| CENTRAL TRUST Co | 0.13% | Reduce -0.3% | 133,743 | $6.8M |
| Summit Financial, LLC | 0.10% | Reduce -2.3% | 131,096 | $6.7M |
| EP Wealth Advisors, LLC | 0.03% | — | 130,874 | $6.7M |
| Syntegra Private Wealth Group, LLC | 0.60% | Add +21.7% | 129,239 | $6.6M |
| Per Stirling Capital Management, LLC. | 0.74% | Add +7.0% | 128,944 | $6.6M |
| Websterrogers Financial Advisors, LLC | 1.84% | Add +3.9% | 124,583 | $6.3M |
| Valeo Financial Advisors, LLC | 0.14% | New | 121,913 | $6.2M |
| SOL Capital Management CO | 0.55% | Add +0.3% | 119,865 | $6.1M |
| Appleton Partners Inc. | 0.40% | Add +1.0% | 119,572 | $6.1M |
| MY Wealth Management Inc. | 5.28% | Reduce -52.2% | 118,875 | $6.1M |
| YHB Investment Advisors, Inc. | 0.41% | Add +9.5% | 115,968 | $5.9M |
| Albion Financial Group | 0.37% | Add +1.4% | 115,430 | $5.9M |
| Roof Eidam Maycock Peralta, LLC | 1.32% | Add +8.3% | 114,199 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +33.8% | 112,931 | $5.8M |
| VestGen Advisors, LLC | 0.24% | New | 112,070 | $5.7M |
| MML Investors Services, LLC | 0.01% | Add +37.8% | 112,063 | $5.7M |
| Forza Wealth Management, LLC | 2.01% | Reduce -1.8% | 109,200 | $5.6M |
| Bokf, NA | 0.08% | Add +7.9% | 107,883 | $5.5M |
| Manning & Napier Advisors LLC | 0.07% | Add +14.8% | 105,217 | $5.4M |
| StrongBox Wealth, LLC | 1.74% | Add +9.5% | 103,916 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +67.9% | 103,325 | $5.3M |
| PDS Planning, Inc | 0.35% | Reduce -1.4% | 102,658 | $5.2M |
| Richard P Slaughter Associates Inc | 1.09% | Add +4.0% | 102,008 | $5.2M |
| Capital Advisors Wealth Management, LLC | 0.70% | Add +630.2% | 101,368 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +34.6% | 101,267 | $5.2M |
| J.Safra Asset Management Corp | 0.27% | Add +11.6% | 100,621 | $5.1M |
| Aspen Wealth Management LLC | 1.07% | Add +38.8% | 99,648 | $5.1M |
| Graves Light Lenhart Wealth, Inc. | 0.53% | Add +22.9% | 98,716 | $5.0M |
| Beacon Investment Advisory Services, Inc. | 0.20% | Add +23.1% | 97,202 | $5.0M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -7.6% | 96,972 | $4.9M |
| Able Wealth Management LLC | 1.55% | Add +49.3% | 96,467 | $4.9M |
| One Capital Management, LLC | 0.15% | Reduce -43.8% | 96,241 | $4.9M |
| Essex Financial Services, Inc. | 0.27% | Add +2.2% | 94,035 | $4.8M |
| SkyOak Wealth, LLC | 0.86% | Add +7.0% | 93,741 | $4.8M |
| Wealth Alliance Advisory Group, LLC | 0.82% | Reduce -2.8% | 93,628 | $4.8M |
| CFO4Life Group, LLC | 0.68% | Reduce -5.6% | 93,476 | $4.8M |
| Savvy Advisors, Inc. | 0.15% | Reduce -0.2% | 92,960 | $4.7M |
| Ancora Advisors LLC | 0.10% | Add +7.1% | 92,180 | $4.7M |
| Mutual Advisors, LLC | 0.10% | Reduce -1.7% | 92,056 | $4.7M |
| LPWM LLC | 1.18% | Add +4.7% | 91,984 | $4.7M |
| ERn Financial, LLC | 0.87% | Add +4.3% | 91,152 | $4.6M |
| Jupiter Wealth Management LLC | 2.05% | Add +12.5% | 90,000 | $4.6M |
| Stewardship Advisors, LLC | 1.05% | Reduce -16.6% | 89,579 | $4.6M |
| Capital Management Corp. | 0.74% | Reduce -2.6% | 89,055 | $4.5M |
| RPg Family Wealth Advisory, LLC | 0.99% | Reduce -2.7% | 88,078 | $4.5M |
| IMZ Advisory Inc | 1.59% | Add +0.4% | 85,025 | $4.3M |
| Vertex Planning Partners, LLC | 0.99% | Add +10.2% | 83,730 | $4.3M |
| Fairview Capital Investment Management, LLC | 0.22% | Add +1.9% | 83,600 | $4.3M |
| Boulder Wealth Advisors, LLC | 1.77% | Reduce -48.4% | 82,199 | $4.2M |
| Goelzer Investment Management, Inc. | 0.19% | Reduce -33.0% | 81,769 | $4.2M |
| NavPoint Financial, Inc. | 1.78% | Add +5.3% | 81,742 | $4.2M |
| Brandywine Oak Private Wealth LLC | 0.35% | Reduce -2.4% | 81,440 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 79,991 | $4.1M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +5.5% | 78,397 | $4.0M |
| Perennial Advisors, LLC | 0.67% | Add +3.5% | 78,171 | $4.0M |
| Ironwood Investment Counsel, LLC | 0.55% | Reduce -25.4% | 77,731 | $4.0M |
| ZWJ Investment Counsel Inc. | 0.14% | Add +94.7% | 75,279 | $3.8M |
| Robinson Smith Wealth Advisors LLC | 2.62% | Reduce -2.4% | 75,232 | $3.8M |
| Walkner Condon Financial Advisors LLC | 0.53% | Add +132.0% | 74,832 | $3.8M |
| Mainsail Financial Group, LLC | 1.58% | New | 74,774 | $3.8M |
| KM Capital Management Ltd. | 1.95% | Reduce -6.5% | 74,766 | $3.8M |
| BCGM Wealth Management, LLC | 0.96% | Reduce -3.3% | 73,666 | $3.8M |
| Parallel Advisors, LLC | 0.07% | Reduce -17.5% | 72,965 | $3.7M |
| Ameritas Advisory Services, LLC | 0.14% | Add +2384.6% | 72,375 | $3.7M |
| Mills Wealth Advisors LLC | 1.40% | Reduce -26.8% | 69,474 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -35.4% | 69,374 | $3.5M |
| Signet Financial Management, LLC | 0.39% | Reduce -2.4% | 68,670 | $3.5M |
| Kintra Wealth, LLC | 0.49% | Reduce -4.9% | 68,317 | $3.5M |
| Legacy Private Trust Co. | 0.20% | Reduce -55.7% | 67,150 | $3.4M |
| NCM Capital Management, LLC | 1.26% | Add +4.8% | 66,765 | $3.4M |
| Global Retirement Partners, LLC | 0.06% | Add +9.9% | 66,317 | $3.4M |
| Stonebridge Financial Group, LLC | 0.28% | Reduce -21.1% | 65,022 | $3.3M |
| Castlekeep Investment Advisors LLC | 1.49% | Add +6.8% | 64,766 | $3.3M |
| Highline Wealth Partners LLC | 0.90% | Add +8.7% | 63,151 | $3.2M |
| Sigma Planning Corp | 0.09% | Add +2.8% | 61,329 | $3.1M |
| Rossmore Private Capital | 0.28% | Add +19.5% | 60,732 | $3.1M |
| Parsons Capital Management Inc. | 0.17% | Add +135.1% | 60,435 | $3.1M |
| Clarity Asset Management, Inc. | 1.69% | Add +2.8% | 60,427 | $3.1M |
| Wills Financial Group LLC | 1.17% | New | 60,249 | $3.1M |
| Invariant Investment Management | 1.95% | — | 59,569 | $3.0M |
| Modern Wealth Management, LLC | 0.05% | Reduce -0.6% | 58,853 | $3.0M |
| Sandbox Financial Partners, LLC | 0.83% | Add +2.3% | 58,573 | $3.0M |
| IFP Advisors, Inc | 0.07% | Add +2.5% | 58,339 | $3.0M |
| Evergreen Wealth Partners LLC | 2.43% | — | 56,579 | $2.9M |
| Sargent Investment Group, LLC | 0.36% | Add +12.1% | 56,171 | $2.9M |
| Laurel Wealth Planning LLC | 1.55% | Add +4.3% | 54,768 | $2.8M |
| Sagespring Wealth Partners, LLC | 0.05% | New | 54,602 | $2.8M |
| CCG Wealth Management, LLC | 1.19% | Add +2.3% | 54,488 | $2.8M |
| Cooper Financial Group | 0.29% | Reduce -66.2% | 53,575 | $2.7M |
| Ashton Thomas Securities, LLC | 0.52% | Reduce -3.4% | 53,410 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -14.1% | 51,652 | $2.6M |
| Syverson Strege & Co | 0.62% | Add +3.7% | 51,553 | $2.6M |
| IHT Wealth Management, LLC | 0.06% | Add +9.6% | 50,418 | $2.6M |
| San Luis Wealth Advisors LLC | 0.43% | No change | 50,000 | $2.5M |
| Selby Wealth Management, LLC | 1.01% | — | 49,219 | $2.5M |
| AdvisorNet Financial, Inc | 0.13% | Add +126.2% | 49,187 | $2.5M |
| Skyline Advisors, Inc. | 0.81% | Add +1.2% | 47,474 | $2.4M |
| Klingman & Associates, LLC | 0.12% | Add +37.8% | 47,429 | $2.4M |
| Sunburst Financial Group, LLC | 0.49% | Reduce -0.4% | 47,276 | $2.4M |
| Bailard, Inc. | 0.05% | Reduce -21.7% | 46,771 | $2.4M |
| Main Street Financial Solutions, LLC | 0.18% | Add +135.7% | 46,431 | $2.4M |
| Philip James Wealth Mangement, LLC | 0.28% | Add +0.6% | 46,281 | $2.4M |
| Oasis Advisors, LLC | 1.23% | — | 45,542 | $2.3M |
| Summit Place Financial Advisors, LLC | 1.11% | Add +126.9% | 45,150 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +3.0% | 44,694 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Add +3.3% | 44,301 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 44,240 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +152.2% | 44,118 | $2.2M |
| Encompass Wealth Advisors, LLC | 0.76% | Reduce -6.5% | 43,899 | $2.2M |
| Second Line Capital, LLC | 0.45% | New | 43,311 | $2.2M |
| Summit Wealth Partners, LLC | 0.41% | Add +19.3% | 43,389 | $2.2M |
| &partners | 0.01% | Add +9.9% | 43,294 | $2.2M |
| Higgins & Schmidt Wealth Strategies LLC | 1.03% | New | 42,836 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Reduce -3.4% | 42,266 | $2.2M |
| Directional Asset Management | 1.89% | — | 42,353 | $2.2M |
| Adamsbrown Wealth Consultants LLC | 0.60% | Reduce -4.1% | 41,973 | $2.1M |
| Three Bridge Wealth Advisors, LLC | 0.56% | Reduce -35.3% | 41,494 | $2.1M |
| Ariadne Wealth Management, LP | 0.86% | No change | 40,926 | $2.1M |
| Sunbelt Securities, Inc. | 0.14% | Reduce -14.3% | 40,191 | $2.0M |
| Aprio Wealth Management, LLC | 0.12% | New | 39,600 | $2.0M |
| Circle Wealth Management, LLC | 0.03% | No change | 39,460 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +78.3% | 39,191 | $2.0M |
| Root Financial Partners, LLC | 0.10% | Add +34.3% | 39,096 | $2.0M |
| Fulton Bank, N.A. | 0.07% | Reduce -31.5% | 38,739 | $2.0M |
| Red Mountain Financial, LLC | 1.93% | Add +4.5% | 38,657 | $2.0M |
| Vawter Financial, Ltd. | 0.83% | Reduce -2.2% | 38,575 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +13.7% | 38,474 | $2.0M |
| Bfsg, LLC | 0.19% | Add +1.0% | 38,420 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.53% | Add +5.4% | 38,244 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +17.3% | 37,931 | $1.9M |
| Paladin Advisory Group, LLC | 1.37% | Add +7.2% | 36,697 | $1.9M |
| Bolthouse Investments, LLC | 1.65% | Add +117.0% | 36,445 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.3% | 36,286 | $1.8M |
| 1900 Wealth Management LLC | 0.12% | No change | 35,946 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.30% | Add +3.5% | 35,398 | $1.8M |
| Pecaut & Co. | 0.58% | Add +0.3% | 35,232 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +105.4% | 35,025 | $1.8M |
| Bramshill Investments, LLC | 0.10% | Reduce -5.4% | 34,847 | $1.8M |
| New Capital Management LP | 0.45% | Reduce -9.9% | 34,815 | $1.8M |
| Perennial Investment Advisors, LLC | 0.14% | Add +19.6% | 34,808 | $1.8M |
| Narus Financial Partners, LLC | 0.49% | Reduce -18.6% | 34,730 | $1.8M |
| MAI Capital Management | 0.01% | Add +0.4% | 34,675 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Add +7.1% | 34,658 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 34,138 | $1.7M |
| IAG Wealth Partners, LLC | 0.20% | Add +19.9% | 33,831 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 33,277 | $1.7M |
| Kooman & Associates | 0.50% | Add +8.2% | 33,169 | $1.7M |
| Creative Planning | 0.00% | Reduce -20.2% | 32,711 | $1.7M |
| Pennsylvania Capital Management Inc. | 0.46% | Reduce -31.2% | 32,650 | $1.7M |
| Harbour Investments, Inc. | 0.03% | Reduce -6.2% | 32,614 | $1.7M |
| Kathmere Capital Management, LLC | 0.11% | Reduce -18.1% | 32,300 | $1.6M |
| Paradigm, Strategies in Wealth Management, LLC | 1.07% | Reduce -8.5% | 32,028 | $1.6M |
| Baker Ellis Asset Management LLC | 0.19% | Reduce -7.3% | 31,800 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.4% | 31,714 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.6% | 31,657 | $1.6M |
| Harbour Investment Management LLC | 0.85% | Add +5.0% | 31,295 | $1.6M |
| BayBridge Capital Group, LLC | 0.98% | Add +22.0% | 31,115 | $1.6M |
| Founders Financial Securities LLC | 0.09% | Reduce -1.9% | 30,966 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.52% | Add +1.0% | 30,562 | $1.6M |
| WealthBridge Capital Management, LLC | 0.35% | Add +1.8% | 30,444 | $1.6M |
| Apex Wealth Management, LLC | 1.57% | Reduce -78.4% | 30,350 | $1.5M |
| Compass Financial Group, Inc. | 0.68% | Reduce -0.5% | 30,107 | $1.5M |
| Roehl & Yi Investment Advisors, LLC | 0.61% | Reduce -2.5% | 29,761 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.28% | No change | 29,565 | $1.5M |
| Security Financial Services, INC. | 0.23% | Add +43.9% | 29,015 | $1.5M |
| Strategic Wealth Advisors LLC | 1.26% | — | 28,993 | $1.5M |
| Leverty Financial Group, LLC | 0.35% | Add +46.9% | 28,591 | $1.5M |
| Founders Grove Wealth Partners, LLC | 0.33% | Add +65.0% | 28,570 | $1.5M |
| Vise Technologies, Inc. | 0.03% | Add +333.2% | 27,888 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | New | 27,773 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.24% | Add +86.1% | 27,400 | $1.4M |
| Keudell/Morrison Wealth Management | 0.29% | — | 27,304 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 26,970 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.6% | 26,965 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +34.9% | 26,801 | $1.4M |
| United Advisor Group, LLC | 0.17% | Reduce -0.2% | 26,517 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +135.3% | 26,395 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +2.2% | 26,228 | $1.3M |
| Vista Investment Management | 0.44% | Add +19.4% | 25,923 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.9% | 25,885 | $1.3M |
| Core Wealth Advisors, Inc. | 0.34% | Reduce -0.2% | 25,756 | $1.3M |
| Princeton Global Asset Management LLC | 0.21% | Add +2.3% | 25,708 | $1.3M |
| Sandy Cove Advisors, LLC | 0.38% | Reduce -23.2% | 25,508 | $1.3M |
| Peterson Wealth Advisors, LLC | 0.17% | Reduce -9.2% | 25,381 | $1.3M |
| Morgan Stanley | 0.00% | Add +35.2% | 25,159 | $1.3M |
| Sage Financial Group Inc. | 0.08% | Add +8.3% | 24,990 | $1.3M |
| NewSquare Capital LLC | 0.11% | Reduce -11.9% | 23,773 | $1.2M |
| Bristlecone Value Partners, LLC | 1.38% | — | 23,560 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 23,467 | $1.2M |
| Sunflower Bank, N.A. | 0.30% | Reduce -88.9% | 23,018 | $1.2M |
| SFG Wealth Management, LLC. | 0.46% | Reduce -10.0% | 22,915 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -3.6% | 22,895 | $1.2M |
| Private Trust Co. NA | 0.10% | Reduce -14.1% | 22,807 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.7% | 22,683 | $1.2M |
| Kwmg, LLC | 0.10% | Reduce -12.1% | 22,575 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -69.7% | 22,517 | $1.1M |
| Yarger Wealth Strategies, LLC | 0.49% | Reduce -11.3% | 22,489 | $1.1M |
| Essex Bank | 0.25% | Add +80.3% | 22,461 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +20.1% | 22,249 | $1.1M |
| URS Advisory LLC | 0.94% | — | 22,179 | $1.1M |
| Clear Point Advisors Inc. | 0.85% | Reduce -16.1% | 21,562 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 21,501 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +15.2% | 21,339 | $1.1M |
| Thryve Wealth Management LLC | 0.54% | — | 21,231 | $1.1M |
| Causey Wealth LLC | 0.49% | Add +49.5% | 21,107 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.30% | Reduce -2.1% | 20,867 | $1.1M |
| Thompson Davis & Co., Inc. | 0.62% | No change | 20,301 | $1.0M |
| Cahill Financial Advisors Inc. | 0.11% | Add +10.7% | 20,285 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 20,190 | $1.0M |
| Tranquility Partners, LLC | 0.37% | No change | 20,049 | $1.0M |
| Carlson Financial, Inc. | 0.58% | — | 19,831 | $1.0M |
| Allen Capital Group, LLC | 0.09% | Add +39.8% | 19,813 | $1.0M |
| Cambient Family Office, LLC | 0.14% | — | 19,659 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 19,690 | $1.0M |
| Aries Wealth Management | 0.22% | Add +262.3% | 19,670 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | Reduce -65.2% | 19,654 | $1.0M |
| Lineweaver Wealth Advisors, LLC | 0.14% | Reduce -8.0% | 19,595 | $998K |
| Stark Wealth Management LLC | 3.73% | New | 19,502 | $993K |
| Jacobi Capital Management LLC | 0.06% | Add +14.4% | 19,311 | $984K |
| FAS Wealth Partners, Inc. | 0.06% | Add +2.4% | 19,102 | $973K |
| Opal Capital LLC | 0.24% | — | 19,002 | $970K |
| Gateway Wealth Partners, LLC | 0.11% | New | 19,032 | $969K |
| 49 Wealth Management, LLC | 0.08% | Add +94.4% | 19,002 | $968K |
| JNBA Financial Advisors | 0.08% | No change | 18,907 | $963K |
| Collaborative Wealth Managment Inc. | 0.33% | Add +1.0% | 18,656 | $950K |
| OLIO Financial Planning | 0.27% | Add +10.1% | 18,564 | $946K |
| Webster Bank, N. A. | 0.09% | No change | 18,294 | $932K |
| Kestra Investment Management, LLC | 0.02% | Reduce -81.9% | 18,139 | $924K |
| Argo Wealth Advisory, LLC | 0.54% | — | 17,787 | $906K |
| Silver Oak Securities, Incorporated | 0.06% | Add +7.0% | 17,472 | $892K |
| Investment Advisory Services Group LLC | 0.77% | — | 17,098 | $871K |
| Entelevest, LLC | 0.89% | — | 16,887 | $860K |
| Marion Wealth Management | 0.19% | Add +18.1% | 16,708 | $853K |
| Intergy Private Wealth, LLC | 0.26% | Add +3.3% | 16,751 | $853K |
| Fourth Dimension Wealth, LLC | 0.31% | Add +5.2% | 16,738 | $853K |
| Woodmont Investment Counsel LLC | 0.05% | Add +54.0% | 16,521 | $842K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | Add +45.5% | 16,473 | $839K |
| Apella Capital, LLC | 0.02% | Add +0.4% | 16,461 | $839K |
| Presidio Capital Management, LLC | 0.25% | Reduce -15.9% | 16,375 | $834K |
| Kuhn & Co Investment Counsel | 0.55% | Add +21.9% | 16,334 | $832K |
| Integrated Advisors Network LLC | 0.04% | Reduce -67.9% | 16,185 | $824K |
| Boston Family Office LLC | 0.05% | Reduce -2.1% | 16,165 | $823K |
| BHK Investment Advisors, LLC | 0.27% | Add +166.7% | 16,000 | $815K |
| James J. Burns & Company, LLC | 0.11% | Reduce -20.2% | 15,828 | $806K |
| Eagle Bluffs Wealth Management LLC | 0.33% | Reduce -1.3% | 15,737 | $803K |
| Cyndeo Wealth Partners, LLC | 0.04% | New | 15,612 | $795K |
| Claro Advisors Inc. | 0.11% | Reduce -1.8% | 15,559 | $793K |
| Sound Portfolio Advisors, LLC | 0.66% | — | 15,392 | $784K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -8.3% | 15,283 | $770K |
| Mallini Complete Financial Planning LLC | 0.67% | Add +0.7% | 14,902 | $759K |
| Mattson Financial Services, LLC | 0.18% | Add +27.1% | 14,875 | $758K |
| Comerica Bank | 0.00% | Add +2.6% | 14,771 | $752K |
| Red Door Wealth Management, LLC | 0.08% | New | 14,695 | $749K |
| McDonald Partners LLC | 0.23% | No change | 14,600 | $744K |
| Commonwealth Financial Services, LLC | 0.12% | Add +2.9% | 14,523 | $740K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.3% | 14,401 | $734K |
| Safe Harbor Wealth Advisors, LLC | 0.70% | — | 14,181 | $725K |
| Strategic Blueprint, LLC | 0.04% | Add +0.0% | 14,200 | $723K |
| Centurion Wealth Management LLC | 0.16% | No change | 14,043 | $715K |
| Indivisible Partners | 0.08% | — | 14,009 | $714K |
| Independent Financial Group, LLC | 0.02% | Add +77.6% | 13,779 | $702K |
| Revolve Wealth Partners, LLC | 0.08% | New | 13,612 | $693K |
| Belpointe Asset Management LLC | 0.02% | Add +62.8% | 13,491 | $687K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Add +12.5% | 13,436 | $686K |
| Shum Financial Group, Inc. | 0.49% | Reduce -5.7% | 13,389 | $682K |
| Lifelong Wealth Advisors, Inc. | 0.18% | Reduce -2.9% | 13,223 | $674K |
| Acropolis Investment Management, LLC | 0.03% | New | 13,148 | $670K |
| Cozad Asset Management Inc. | 0.05% | Reduce -12.0% | 12,979 | $661K |
| Tradewinds, LLC. | 0.15% | Reduce -0.2% | 12,580 | $641K |
| Aspen Wealth Strategies, LLC | 0.35% | No change | 12,493 | $636K |
| Old Port Advisors | 0.15% | Add +103.2% | 12,269 | $625K |
| Dakota Wealth Management | 0.01% | Reduce -11.4% | 12,245 | $624K |
| Genesis Private Wealth, LLC | 0.19% | Reduce -3.4% | 12,133 | $618K |
| Paladin Wealth, LLC | 0.42% | Add +52.3% | 12,097 | $616K |
| PFW Advisors LLC | 0.19% | Add +89.9% | 12,087 | $616K |
| Benjamin Edwards Inc. | 0.01% | Add +1.0% | 12,061 | $615K |
| Sentinel Trust Co. Lba | 0.06% | Reduce -9.7% | 11,789 | $601K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 11,750 | $599K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +18.2% | 11,525 | $587K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +38.7% | 11,489 | $585K |
| Eagle Harbor Asset Management Inc. | 0.48% | Reduce -3.2% | 11,451 | $583K |
| Madrid Wealth Management, LLC | 0.46% | — | 11,245 | $573K |
| Johnson Bixby & Associates, LLC | 0.07% | No change | 11,097 | $565K |
| Souders Financial Advisors | 0.06% | Add +7.8% | 11,018 | $561K |
| BlackDiamond Wealth Management, LLC | 0.27% | Reduce -9.2% | 10,915 | $557K |
| Ruggaard & Associates LLC | 0.22% | No change | 10,920 | $556K |
| Trustmark Bank Trust Department | 0.04% | No change | 10,886 | $555K |
| Family Office Research LLC | 0.23% | Add +0.7% | 10,839 | $553K |
| Carter Financial, LLC | 0.48% | — | 10,692 | $545K |
| Redmond Asset Management, LLC | 0.14% | No change | 10,600 | $540K |
| Carnegie Investment Counsel | 0.01% | Add +43.3% | 10,589 | $539K |
| Soltis Investment Advisors LLC | 0.04% | Add +4.4% | 10,577 | $539K |
| Unique Wealth, LLC | 0.07% | New | 10,494 | $535K |
| Smithbridge Asset Management Inc. | 0.05% | Add +128.4% | 10,464 | $533K |
| Hartford Financial Management Inc. | 0.14% | No change | 10,436 | $532K |
| Beverly Hills Private Wealth, LLC | 0.09% | Add +44.0% | 10,288 | $524K |
| Avaii Wealth Management, LLC | 0.19% | Reduce -2.8% | 10,285 | $524K |
| Gradient Capital Advisors, LLC | 0.13% | Reduce -4.5% | 10,277 | $524K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.0% | 10,265 | $523K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.8% | 10,252 | $522K |
| Stephens Inc. | 0.01% | Reduce -31.6% | 10,199 | $520K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +11.8% | 10,156 | $517K |
| Firestone Capital Management | 0.11% | Add +74.8% | 10,060 | $512K |
| IFC Advisors LLC | 0.07% | New | 10,000 | $509K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $509K |
| Shore Point Advisors, LLC | 0.21% | Reduce -11.5% | 9,807 | $500K |
| ORG Partners LLC | 0.09% | Add +13.4% | 9,759 | $497K |
| Sonata Capital Group Inc. | 0.18% | No change | 9,752 | $497K |
| Town Capital LLC | 0.40% | — | 9,534 | $486K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +8.8% | 9,424 | $481K |
| Midwestern Financial, LLC | 0.40% | Reduce -5.2% | 9,431 | $480K |
| Seneca House Advisors | 0.18% | Add +17.8% | 9,250 | $471K |
| Novem Group | 0.05% | No change | 9,106 | $464K |
| C M Bidwell & Associates Ltd. | 0.21% | No change | 8,865 | $452K |
| Curbstone Financial Management Corp | 0.09% | Add +6.7% | 8,800 | $448K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 8,800 | $448K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +5.5% | 8,721 | $444K |
| Montag A & Associates Inc. | 0.02% | New | 8,620 | $440K |
| Sincerus Advisory, LLC | 0.35% | Add +0.9% | 8,526 | $434K |
| IFG Advisory, LLC | 0.02% | Reduce -8.2% | 8,402 | $428K |
| Blair William & Co. | 0.00% | Reduce -29.3% | 8,380 | $427K |
| Members Wealth LLC | 0.27% | No change | 8,349 | $426K |
| Brookwood Investment Group LLC | 0.05% | No change | 8,340 | $425K |
| DAVENPORT & Co LLC | 0.00% | Add +7.5% | 8,328 | $424K |
| Bison Wealth, LLC | 0.05% | Add +9.9% | 8,060 | $411K |
| Atria Investments, Inc | 0.00% | Add +3.4% | 8,032 | $409K |
| Voisard Asset Management Group, Inc. | 0.09% | New | 8,025 | $409K |
| Curran Financial Partners, LLC | 0.08% | Add +17.6% | 7,885 | $402K |
| Procyon Advisors, LLC | 0.02% | No change | 7,855 | $400K |
| M Wealth Management, LLC | 0.34% | Add +0.7% | 7,764 | $395K |
| Spinnaker Investment Group, LLC | 0.07% | New | 7,700 | $392K |
| 1015 Capital Partners, LLC | 0.38% | — | 7,680 | $391K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +3.9% | 7,656 | $390K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 7,648 | $390K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -34.2% | 7,631 | $389K |
| Mason & Associates Inc | 0.07% | Reduce -36.3% | 7,583 | $386K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -6.0% | 7,583 | $386K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -37.5% | 7,550 | $385K |
| UMB Bank, n.a. | 0.01% | New | 7,493 | $382K |
| Argent Trust Co | 0.01% | No change | 7,387 | $376K |
| Two Sigma Securities, LLC | 0.05% | Reduce -46.3% | 7,247 | $369K |
| International Assets Investment Management, LLC | 0.03% | Reduce -20.5% | 7,185 | $366K |
| Lifestyle Asset Management, Inc. | 0.12% | No change | 6,960 | $355K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,950 | $354K |
| Csenge Advisory Group | 0.02% | Add +1.4% | 6,924 | $353K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -2.5% | 6,899 | $351K |
| First Foundation Advisors | 0.01% | Reduce -11.4% | 6,817 | $347K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -1.4% | 6,794 | $346K |
| Schwallier Wealth Management LLC | 0.22% | Add +4.3% | 6,761 | $346K |
| Ballentine Partners, LLC | 0.00% | Add +14.5% | 6,783 | $346K |
| Gill Capital Partners, LLC | 0.10% | No change | 6,771 | $345K |
| Private Client Services, LLC | 0.11% | New | 6,770 | $345K |
| Enclave Advisors LLC | 0.05% | Reduce -45.3% | 6,752 | $344K |
| Flagstar Securities, Inc. | 0.11% | Add +0.7% | 6,663 | $340K |
| AIFG Consultants Ltd. | 0.58% | New | 6,672 | $340K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,574 | $335K |
| Impact Capital Partners LLC | 0.10% | Reduce -50.5% | 6,571 | $335K |
| Cresset Asset Management, LLC | 0.00% | Add +0.7% | 6,407 | $327K |
| Global Trust Asset Management, LLC | 0.13% | No change | 6,350 | $323K |
| CAP Partners, LLC | 0.18% | Reduce -1.0% | 6,163 | $314K |
| Brown Financial Advisors | 0.11% | Add +23.4% | 6,142 | $313K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +4.2% | 6,137 | $313K |
| Shayne & Jacobs, LLC | 0.09% | No change | 6,000 | $306K |
| Meridian Financial Advisors, LLC | 0.17% | Add +0.3% | 5,960 | $304K |
| Choice Wealth Advisors LLC | 0.12% | No change | 5,900 | $301K |
| ProCore Advisors, LLC | 0.30% | — | 5,810 | $296K |
| PFG Advisors | 0.01% | Reduce -38.6% | 5,809 | $296K |
| Zacks Investment Management | 0.00% | Add +0.1% | 5,704 | $291K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +19.6% | 5,668 | $289K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -23.9% | 5,583 | $284K |
| Fullerton Advisors, LLC | 0.28% | — | 5,561 | $283K |
| Herold Advisors, Inc. | 0.06% | Reduce -4.3% | 5,550 | $283K |
| Titleist Asset Management, LLC | 0.02% | Reduce -44.6% | 5,477 | $279K |
| Tortuga Wealth Management, Inc | 0.29% | — | 5,465 | $278K |
| Private Wealth Group, LLC | 0.13% | Reduce -0.2% | 5,449 | $278K |
| NewEdge Wealth, LLC | 0.00% | No change | 5,205 | $265K |
| River's Edge Wealth Management, LLC | 0.26% | — | 5,184 | $265K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 5,183 | $264K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Reduce -77.9% | 5,091 | $259K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.5% | 5,065 | $258K |
| Newman Dignan & Sheerar, Inc. | 0.05% | New | 5,036 | $257K |
| Ellis Investment Partners, LLC | 0.04% | New | 5,022 | $256K |
| Towneley Capital Management, Inc / DE | 0.05% | New | 4,909 | $250K |
| Colonial River Investments, LLC | 0.09% | Add +0.8% | 4,880 | $249K |
| WealthTrak Capital Management LLC | 0.17% | No change | 4,783 | $244K |
| Centerline Wealth Advisors, LLC | 0.09% | New | 4,760 | $242K |
| Curi Capital, LLC | 0.00% | New | 4,712 | $241K |
| Harbor Group, Inc. | 0.04% | Reduce -4.5% | 4,711 | $240K |
| Arbor Investment Advisors, LLC | 0.03% | New | 4,700 | $239K |
| XTX Topco Ltd | 0.01% | New | 4,698 | $239K |
| Weaver Consulting Group | 0.06% | Reduce -21.2% | 4,650 | $237K |
| Dogwood Wealth Management LLC | 0.10% | Reduce -7.8% | 4,624 | $236K |
| Horizon Family Wealth, Inc. | 0.12% | Add +0.3% | 4,598 | $234K |
| Guardian Asset Advisors, LLC | 0.12% | Add +0.7% | 4,560 | $232K |
| Ergawealth Advisors, Inc. | 0.11% | No change | 4,559 | $232K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,492 | $229K |
| Saiph Capital, LLC | 0.08% | No change | 4,500 | $229K |
| Sykon Capital LLC | 0.07% | New | 4,500 | $229K |
| Hutchinson Capital Management | 0.04% | No change | 4,441 | $226K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -53.9% | 4,356 | $222K |
| Semus Wealth Partners LLC | 0.12% | Reduce -3.8% | 4,307 | $219K |
| Strategic Financial Concepts, LLC | 0.20% | New | 4,288 | $218K |
| Annex Advisory Services, LLC | 0.00% | Reduce -23.6% | 4,236 | $216K |
| Key Financial Inc | 0.04% | No change | 4,167 | $212K |
| DecisionMap Wealth Management, LLC | 0.13% | New | 4,033 | $205K |
| D L Carlson Investment Group Inc. | 0.03% | Reduce -74.2% | 3,995 | $204K |
| First Citizens Financial Corp | 0.10% | Reduce -12.9% | 3,992 | $203K |
| Pathway Financial Advisors LLC | 0.03% | No change | 3,973 | $203K |
| Transce3nd, LLC | 1.62% | Reduce -4.3% | 3,921 | $200K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -16.4% | 3,626 | $185K |
| Hills Bank & Trust Co | 0.01% | No change | 3,574 | $182K |
| 2UniFi Bank | 0.08% | No change | 3,259 | $166K |
| CVA Family Office, LLC | 0.02% | No change | 2,860 | $146K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,790 | $142K |
| West Paces Advisors Inc. | 0.03% | No change | 2,650 | $135K |
| Millstone Evans Group, LLC | 0.08% | No change | 2,600 | $132K |
| GGM Financial LLC | 0.06% | Add +30.7% | 2,568 | $131K |
| Cornerstone Financial Management LLC | 0.12% | — | 2,450 | $125K |
| Colonial Trust Advisors | 0.01% | Add +0.7% | 2,434 | $124K |
| Longview Financial Advisors LLC | 0.06% | No change | 1,975 | $101K |
| Triumph Capital Management | 0.02% | New | 1,885 | $96K |
| EPG Wealth Management LLC | 0.02% | Add +0.6% | 1,768 | $90K |
| Park Place Capital Corp | 0.02% | Add +118.3% | 1,757 | $90K |
| Clark Wealth Partners | 0.05% | No change | 1,627 | $83K |
| MidAtlantic Capital Management, Inc. | 0.05% | New | 1,565 | $80K |
| AE Wealth Management LLC | 0.00% | Add +284.4% | 1,426 | $73K |
| Godfrey Financial Associates, Inc. | 0.06% | — | 1,393 | $71K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 1,179 | $60K |
| US Bancorp \de | 0.00% | No change | 1,153 | $59K |
| GAMMA Investing LLC | 0.00% | Add +0.3% | 1,148 | $58K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,145 | $58K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +0.2% | 1,061 | $54K |
| Rice Partnership, LLC | 0.01% | Add +16.4% | 982 | $50K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 828 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.7% | 780 | $40K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 580 | $30K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 440 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 424 | $22K |
| Essential Investment Partners LLC | 0.02% | — | 400 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -25.8% | 374 | $19K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 365 | $19K |
| Signature Equity Partners, LLC | 0.01% | — | 349 | $18K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.4% | 341 | $17K |
| Allworth Financial LP | 0.00% | No change | 298 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 270 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 239 | $12K |
| Wealth Watch Advisors, INC | 0.00% | No change | 215 | $11K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -99.7% | 153 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -89.6% | 106 | $5K |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.1% | 89 | $5K |
| Estate Planners Group, LLC | 0.00% | — | 88 | $5K |
| Rossby Financial, LCC | 0.00% | Reduce -95.2% | 43 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 37 | $2K |
| Bank of Montreal | 0.00% | New | 26 | $1K |
| Blue Trust, Inc. | 0.00% | New | 4 | $204 |
"% 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.