JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q1 2026 (March 31)556holders +9
46new positions
34sold out
2famous investors
$50.05avg. 13F price*
At the end of Q1 2026, 556 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 9 from Q4 2025. 46 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($213.3M), Northwestern Mutual Wealth Management Co. ($197.6M) and LPL Financial LLC ($157.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $74.8M |
| Exits | 34 | $25.2M |
All 13F filers, Q4 2025 → Q1 2026: 9,010,317 shares bought and 5,614,622 shares sold, net +3,395,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| Bank of America Corp. | 0.02% | Add +5.8% | 4,184,621 | $213.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Reduce -2.5% | 3,875,844 | $197.6M |
| LPL Financial LLC | 0.04% | Add +1.8% | 3,079,282 | $157.0M |
| HB Wealth Management, LLC | 0.84% | Add +17.2% | 2,551,982 | $130.1M |
| Resonant Capital Advisors, LLC | 4.60% | Add +20.1% | 1,719,248 | $87.6M |
| Wells Fargo & Company | 0.02% | Add +4.7% | 1,552,212 | $79.1M |
| NorthRock Partners, LLC | 1.23% | Add +26.0% | 1,491,349 | $76.0M |
| FMR LLC | 0.00% | Add +0.0% | 1,382,387 | $70.5M |
| Bank of New York Mellon Corp | 0.01% | Add +14.7% | 1,261,630 | $64.3M |
| Salomon & Ludwin, LLC | 5.44% | Add +1.5% | 1,189,881 | $60.9M |
| UBS Group AG | 0.01% | Reduce -1.2% | 1,035,898 | $52.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.4% | 985,111 | $50.2M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 942,824 | $48.1M |
| Mariner, LLC | 0.05% | Reduce -0.1% | 887,995 | $45.3M |
| Corient Private Wealth LP | 0.06% | Reduce -1.1% | 883,843 | $45.1M |
| Cwm, LLC | 0.10% | Add +121.1% | 781,688 | $39.9M |
| AlphaCore Capital LLC | 0.93% | Add +32.0% | 769,357 | $39.2M |
| Weatherly Asset Management L. P. | 3.00% | Add +2.7% | 726,586 | $37.0M |
| Osaic Holdings, Inc. | 0.05% | Add +9.6% | 720,781 | $36.7M |
| Flputnam Investment Management Co. | 0.49% | Add +5.0% | 648,605 | $33.1M |
| Royal Bank of Canada | 0.01% | Add +8.9% | 644,321 | $32.8M |
| Cerity Partners LLC | 0.05% | Add +22.4% | 642,610 | $32.8M |
| Bridgewater Advisors Inc. | 1.90% | Reduce -9.0% | 627,358 | $31.9M |
| Integrated Wealth Concepts LLC | 0.25% | Add +48.5% | 613,082 | $31.3M |
| Sage Mountain Advisors LLC | 1.95% | Reduce -7.4% | 546,566 | $27.9M |
| CWA Asset Management Group, LLC | 0.95% | Add +23.0% | 542,113 | $27.6M |
| Keybank National Association | 0.10% | Add +0.4% | 535,783 | $27.3M |
| HighTower Advisors, LLC | 0.03% | Add +14.1% | 532,314 | $27.1M |
| WCG Wealth Advisors LLC | 0.75% | Add +6.7% | 525,958 | $26.8M |
| Global Wealth Management, LLC | 14.53% | Add +0.0% | 522,708 | $26.6M |
| Trust Co | 2.49% | Add +3.3% | 520,494 | $26.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Add +10.6% | 511,534 | $26.1M |
| Citadel Advisors | 0.02% | New | 507,100 | $25.9M |
| FSM Wealth Advisors, LLC | 3.13% | Reduce -22.4% | 477,125 | $24.3M |
| TFO Wealth Partners, LLC | 3.17% | Add +33.6% | 457,941 | $23.3M |
| Focus Partners Wealth | 0.03% | Reduce -8.1% | 453,805 | $23.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.1% | 432,829 | $22.1M |
| Global Strategic Investment Solutions, LLC | 2.11% | Reduce -2.6% | 420,940 | $21.5M |
| Jones Financial Companies LLLP | 0.01% | Add +30.5% | 420,648 | $21.4M |
| Cetera Investment Advisers | 0.02% | Add +5.0% | 412,268 | $21.0M |
| Franklin Resources Inc. | 0.01% | Add +23.4% | 394,694 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -69.0% | 393,842 | $20.1M |
| Axxcess Wealth Management, LLC | 0.63% | Add +18.5% | 383,264 | $19.5M |
| Captrust Financial Advisors | 0.03% | Add +4.4% | 382,502 | $19.5M |
| Dynasty Wealth Management, LLC | 0.16% | Add +57.6% | 368,775 | $18.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.0% | 361,254 | $18.4M |
| Capital Asset Advisory Services LLC | 0.68% | Add +23.8% | 348,929 | $17.8M |
| Bailard, Inc. | 0.39% | Add +620.4% | 336,927 | $17.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +53.0% | 329,726 | $16.8M |
| SouthState Bank Corp | 0.78% | Add +14.1% | 327,256 | $16.7M |
| Fiduciary Trust Co | 0.19% | Reduce -4.0% | 316,114 | $16.1M |
| Prime Capital Investment Advisors, LLC | 0.17% | New | 285,841 | $14.6M |
| Lido Advisors, LLC | 0.06% | Reduce -1.6% | 279,354 | $14.2M |
| Boothe Investment Group, Inc. | 4.55% | Add +3.9% | 277,346 | $14.1M |
| Gradient Investments LLC | 0.22% | Add +30.4% | 272,448 | $13.9M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +41.6% | 272,195 | $13.9M |
| NewEdge Advisors, LLC | 0.05% | Add +7.6% | 271,881 | $13.9M |
| Oak Harvest Investment Services | 1.44% | Add +3.1% | 270,542 | $13.8M |
| Rosenberg Matthew Hamilton | 2.82% | Add +1.4% | 269,504 | $13.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +9.9% | 255,839 | $13.0M |
| Auxano Advisors, LLC | 2.58% | Reduce -13.5% | 253,636 | $12.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.2% | 253,097 | $12.9M |
| Stifel Financial Corp. | 0.01% | Add +11.0% | 249,208 | $12.7M |
| Great Valley Advisor Group, Inc. | 0.23% | Add +16.4% | 247,802 | $12.6M |
| Avidian Wealth Enterprises, LLC | 0.40% | Reduce -0.6% | 246,195 | $12.6M |
| Diversified Portfolios, Inc. | 1.02% | Reduce -18.3% | 242,886 | $12.4M |
| Private Advisor Group, LLC | 0.06% | Reduce -3.7% | 237,459 | $12.1M |
| MBM Wealth Consultants, LLC | 2.77% | Reduce -0.4% | 236,555 | $12.1M |
| Chesley Taft & Associates LLC | 0.49% | Add +14.0% | 229,810 | $11.7M |
| Principle Wealth Partners LLC | 0.65% | Add +0.3% | 223,726 | $11.4M |
| TD Capital Management LLC | 1.01% | Reduce -4.5% | 219,850 | $11.2M |
| Interchange Capital Partners, LLC | 3.52% | Reduce -71.0% | 218,999 | $11.1M |
| Opal Wealth Advisors, LLC | 2.51% | Add +4.6% | 217,995 | $11.1M |
| Davidson Investment Advisors | 0.48% | Add +7.6% | 216,831 | $11.1M |
| Simon Quick Advisors, LLC | 0.48% | Add +0.6% | 207,029 | $10.6M |
| Phoenix Wealth Advisors | 4.13% | Add +9.7% | 204,966 | $10.4M |
| Farther Finance Advisors, LLC | 0.10% | Add +33.1% | 202,942 | $10.3M |
| Summit Financial, LLC | 0.13% | Add +49.5% | 196,039 | $10.0M |
| Boulder Wealth Advisors, LLC | 3.92% | Add +134.2% | 192,536 | $9.8M |
| Regions Financial Corp. | 0.06% | Add +26.2% | 182,064 | $9.3M |
| Citizens Financial Group Inc. | 0.12% | Add +1.3% | 175,659 | $9.0M |
| Red Door Wealth Management, LLC | 0.93% | Add +1092.2% | 175,198 | $8.9M |
| Whitegate Investment Counselors, Inc. | 2.82% | Reduce -3.7% | 174,007 | $8.9M |
| McNamara Financial Services, Inc. | 1.59% | Add +2.6% | 164,302 | $8.4M |
| Aspen Wealth Management LLC | 1.67% | Add +64.6% | 164,010 | $8.4M |
| Valeo Financial Advisors, LLC | 0.20% | Add +34.3% | 163,712 | $8.3M |
| Great Point Wealth Advisors, LLC | 1.53% | Add +0.6% | 162,955 | $8.3M |
| IF Advisors, LLC | 5.69% | Reduce -7.5% | 158,000 | $8.1M |
| Vertex Planning Partners, LLC | 1.55% | Add +86.8% | 156,400 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +47.1% | 148,951 | $7.6M |
| Syntegra Private Wealth Group, LLC | 0.72% | Add +14.5% | 147,968 | $7.5M |
| Elmwood Wealth Management, Inc. | 2.08% | Reduce -4.6% | 147,221 | $7.5M |
| Per Stirling Capital Management, LLC. | 0.82% | Add +12.9% | 145,632 | $7.4M |
| Quotient Wealth Partners, LLC | 0.19% | Reduce -10.8% | 143,283 | $7.3M |
| Southeast Asset Advisors, LLC | 0.80% | Reduce -4.9% | 143,242 | $7.3M |
| Apex Wealth Management, LLC | 4.96% | Add +366.9% | 141,714 | $7.2M |
| CENTRAL TRUST Co | 0.14% | Add +5.1% | 140,579 | $7.2M |
| Capital Advisors Wealth Management, LLC | 0.95% | Add +37.1% | 138,983 | $7.1M |
| Sierra Capital LLC | 0.76% | No change | 137,619 | $7.0M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -20.8% | 131,763 | $6.7M |
| EP Wealth Advisors, LLC | 0.03% | No change | 130,874 | $6.7M |
| Prosperity Consulting Group, LLC | 0.29% | Reduce -6.6% | 127,336 | $6.5M |
| Websterrogers Financial Advisors, LLC | 1.83% | Add +0.9% | 125,731 | $6.4M |
| Appleton Partners Inc. | 0.45% | Add +5.0% | 125,568 | $6.4M |
| YHB Investment Advisors, Inc. | 0.45% | Add +7.3% | 124,372 | $6.3M |
| OpenArc Corporate Advisory, LLC | 0.09% | Add +356.1% | 122,998 | $6.3M |
| Capital Analysts, LLC | 0.16% | Reduce -14.7% | 122,413 | $6.2M |
| Klingman & Associates, LLC | 0.30% | Add +156.8% | 121,774 | $6.2M |
| Roof Eidam Maycock Peralta, LLC | 1.40% | Add +4.6% | 119,449 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +3.8% | 117,230 | $6.0M |
| StrongBox Wealth, LLC | 1.91% | Add +12.7% | 117,124 | $6.0M |
| Albion Financial Group | 0.38% | Add +1.1% | 116,745 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -30.9% | 116,634 | $5.9M |
| Able Wealth Management LLC | 1.55% | Add +17.7% | 113,551 | $5.8M |
| Graves Light Lenhart Wealth, Inc. | 0.60% | Add +14.6% | 113,075 | $5.8M |
| Oasis Advisors, LLC | 1.13% | Add +2928.7% | 1,379,331 | $5.8M |
| PDS Planning, Inc | 0.37% | Add +8.2% | 111,044 | $5.7M |
| Forza Wealth Management, LLC | 1.94% | No change | 109,200 | $5.6M |
| Independent Advisor Alliance | 0.06% | New | 109,096 | $5.6M |
| Manning & Napier Advisors LLC | 0.08% | Add +1.8% | 107,150 | $5.5M |
| ERn Financial, LLC | 1.01% | Add +15.7% | 105,492 | $5.4M |
| Bokf, NA | 0.08% | Reduce -5.7% | 101,708 | $5.2M |
| J.Safra Asset Management Corp | 0.27% | Reduce -3.4% | 97,255 | $5.0M |
| Mutual Advisors, LLC | 0.11% | Add +4.5% | 96,241 | $4.9M |
| Savvy Advisors, Inc. | 0.13% | Add +2.8% | 95,559 | $4.9M |
| Essex Financial Services, Inc. | 0.27% | Add +1.3% | 95,234 | $4.9M |
| Richard P Slaughter Associates Inc | 1.04% | Reduce -7.5% | 94,331 | $4.8M |
| Capital Management Corp. | 0.81% | Add +4.6% | 93,129 | $4.7M |
| Mainsail Financial Group, LLC | 1.96% | Add +23.1% | 92,043 | $4.7M |
| RPg Family Wealth Advisory, LLC | 0.97% | Add +3.2% | 90,914 | $4.6M |
| Stewardship Advisors, LLC | 1.06% | Add +1.0% | 90,453 | $4.6M |
| Jupiter Wealth Management LLC | 1.81% | No change | 90,000 | $4.6M |
| LPWM LLC | 1.15% | Reduce -2.8% | 89,453 | $4.6M |
| CFO4Life Group, LLC | 0.68% | Reduce -5.8% | 88,092 | $4.5M |
| Ancora Advisors LLC | 0.09% | Reduce -6.9% | 85,797 | $4.4M |
| ZWJ Investment Counsel Inc. | 0.15% | Add +9.8% | 82,633 | $4.2M |
| VestGen Advisors, LLC | 0.12% | Reduce -26.3% | 82,570 | $4.2M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -15.4% | 82,065 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.22% | Reduce -2.9% | 81,200 | $4.1M |
| Perennial Advisors, LLC | 0.71% | Add +3.8% | 81,140 | $4.1M |
| Elequin Capital, LP | 1.28% | Reduce -41.9% | 81,903 | $4.1M |
| Brandywine Oak Private Wealth LLC | 0.34% | Reduce -2.3% | 79,581 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -29.3% | 79,279 | $4.0M |
| Lavelle Capital LP | 2.48% | New | 78,480 | $4.0M |
| IMZ Advisory Inc | 1.51% | Reduce -7.8% | 78,389 | $4.0M |
| NavPoint Financial, Inc. | 1.58% | Reduce -6.2% | 76,717 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -5.3% | 75,725 | $3.9M |
| Leverty Financial Group, LLC | 0.85% | Add +164.6% | 75,640 | $3.9M |
| BCGM Wealth Management, LLC | 0.95% | Add +1.0% | 74,412 | $3.8M |
| Sagespring Wealth Partners, LLC | 0.07% | Add +35.4% | 73,927 | $3.8M |
| Beacon Investment Advisory Services, Inc. | 0.16% | Reduce -24.7% | 73,181 | $3.7M |
| Canvas Wealth Advisors, LLC | 0.62% | Add +160.3% | 71,333 | $3.6M |
| NCM Capital Management, LLC | 1.29% | Add +6.0% | 70,765 | $3.6M |
| Signet Financial Management, LLC | 0.40% | Add +2.8% | 70,555 | $3.6M |
| Kintra Wealth, LLC | 0.25% | Add +1.8% | 69,536 | $3.5M |
| Robinson Smith Wealth Advisors LLC | 2.38% | Reduce -8.5% | 68,869 | $3.5M |
| SkyOak Wealth, LLC | 0.63% | Reduce -28.2% | 67,322 | $3.4M |
| Parallel Advisors, LLC | 0.06% | Reduce -9.8% | 65,787 | $3.4M |
| IFP Advisors, Inc | 0.07% | Add +10.4% | 64,424 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +3.8% | 63,639 | $3.2M |
| Highline Wealth Partners LLC | 0.83% | Add +0.8% | 63,622 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -38.8% | 63,222 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +41.4% | 63,199 | $3.2M |
| Clarity Asset Management, Inc. | 1.61% | Add +3.0% | 62,241 | $3.2M |
| Sandbox Financial Partners, LLC | 0.88% | Add +4.3% | 61,103 | $3.1M |
| Parsons Capital Management Inc. | 0.14% | No change | 60,435 | $3.1M |
| Wills Financial Group LLC | 1.15% | Reduce -0.7% | 59,849 | $3.0M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -19.9% | 58,009 | $3.0M |
| Invariant Investment Management | 1.80% | Reduce -3.4% | 57,539 | $2.9M |
| Rossmore Private Capital | 0.26% | Reduce -5.9% | 57,140 | $2.9M |
| Ashton Thomas Securities, LLC | 0.36% | Add +6.2% | 56,695 | $2.9M |
| CCG Wealth Management, LLC | 0.78% | Add +3.6% | 56,457 | $2.9M |
| Stonebridge Financial Group, LLC | 0.23% | Reduce -13.8% | 56,038 | $2.9M |
| Laurel Wealth Planning LLC | 1.51% | Add +2.3% | 56,001 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -29.7% | 55,134 | $2.8M |
| AdvisorNet Financial, Inc | 0.14% | Add +11.3% | 54,727 | $2.8M |
| Sargent Investment Group, LLC | 0.36% | Reduce -3.4% | 54,286 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +4.0% | 53,697 | $2.7M |
| Gateway Wealth Partners, LLC | 0.10% | Add +177.0% | 52,716 | $2.7M |
| Main Street Financial Solutions, LLC | 0.19% | Add +11.8% | 51,920 | $2.6M |
| Cooper Financial Group | 0.27% | Reduce -3.6% | 51,651 | $2.6M |
| Modern Wealth Management, LLC | 0.04% | Reduce -12.9% | 51,244 | $2.6M |
| Fulton Bank, N.A. | 0.09% | Add +30.3% | 50,490 | $2.6M |
| Tortoise Investment Management, LLC | 0.21% | Reduce -67.8% | 50,000 | $2.5M |
| Selby Wealth Management, LLC | 1.00% | Add +0.7% | 49,580 | $2.5M |
| Syverson Strege & Co | 0.61% | Reduce -4.2% | 49,377 | $2.5M |
| Revolve Wealth Partners, LLC | 0.33% | Add +260.4% | 49,065 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.33% | Reduce -34.6% | 48,927 | $2.5M |
| Castlekeep Investment Advisors LLC | 1.35% | Reduce -24.8% | 48,729 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -4.2% | 48,316 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +25.8% | 47,722 | $2.4M |
| Macro Advisors, Inc. | 0.99% | — | 46,839 | $2.4M |
| Sunburst Financial Group, LLC | 0.46% | Reduce -1.0% | 46,810 | $2.4M |
| Focus Financial Network, Inc. | 0.08% | Add +8.7% | 45,931 | $2.3M |
| Summit Wealth Partners, LLC | 0.37% | Add +5.6% | 45,802 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +41.9% | 44,904 | $2.3M |
| Segment Wealth Management, LLC | 0.13% | New | 44,849 | $2.3M |
| &partners | 0.01% | Add +2.8% | 44,483 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.1% | 44,248 | $2.3M |
| Pecaut & Co. | 0.73% | Add +24.7% | 43,937 | $2.2M |
| Encompass Wealth Advisors, LLC | 0.78% | Add +0.0% | 43,908 | $2.2M |
| Second Line Capital, LLC | 0.42% | Add +0.5% | 43,508 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +23.8% | 43,357 | $2.2M |
| Financial Solutions Advisory Group, Inc. | 0.30% | — | 42,928 | $2.2M |
| Higgins & Schmidt Wealth Strategies LLC | 1.00% | No change | 42,836 | $2.2M |
| James J. Burns & Company, LLC | 0.29% | Add +167.0% | 42,261 | $2.2M |
| Red Mountain Financial, LLC | 2.03% | Add +9.2% | 42,219 | $2.2M |
| Skyline Advisors, Inc. | 0.75% | Reduce -11.7% | 41,906 | $2.1M |
| Three Bridge Wealth Advisors, LLC | 0.58% | Add +0.1% | 41,554 | $2.1M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -8.0% | 40,721 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Add +3.2% | 40,433 | $2.1M |
| Firestone Capital Management | 0.43% | Add +301.0% | 40,339 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.0% | 40,267 | $2.1M |
| Sunbelt Securities, Inc. | 0.13% | Add +0.1% | 40,225 | $2.1M |
| Creative Planning | 0.00% | Add +21.3% | 39,661 | $2.0M |
| Aprio Wealth Management, LLC | 0.11% | No change | 39,600 | $2.0M |
| IAG Wealth Partners, LLC | 0.23% | Add +16.9% | 39,550 | $2.0M |
| Carter Financial, LLC | 1.75% | Add +269.5% | 39,509 | $2.0M |
| Bfsg, LLC | 0.19% | Add +2.8% | 39,496 | $2.0M |
| Circle Wealth Management, LLC | 0.03% | No change | 39,460 | $2.0M |
| Root Financial Partners, LLC | 0.09% | Add +0.6% | 39,321 | $2.0M |
| SteelPeak Wealth, LLC | 0.06% | New | 39,004 | $2.0M |
| Ironwood Investment Counsel, LLC | 0.28% | Reduce -50.3% | 38,643 | $2.0M |
| LexAurum Advisors, LLC | 0.26% | — | 38,439 | $2.0M |
| MY Wealth Management Inc. | 1.87% | Reduce -68.1% | 37,958 | $1.9M |
| Security Financial Services, INC. | 0.30% | Add +29.6% | 37,610 | $1.9M |
| Vawter Financial, Ltd. | 0.79% | Reduce -4.1% | 37,008 | $1.9M |
| Bolthouse Investments, LLC | 1.68% | No change | 36,445 | $1.9M |
| Mills Wealth Advisors LLC | 0.64% | Reduce -48.6% | 35,696 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +32.2% | 35,648 | $1.8M |
| MAI Capital Management | 0.01% | Add +2.7% | 35,600 | $1.8M |
| Causey Wealth LLC | 0.77% | Add +68.6% | 35,587 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.29% | Add +0.0% | 35,404 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.7% | 35,156 | $1.8M |
| WealthBridge Capital Management, LLC | 0.41% | Add +15.4% | 35,128 | $1.8M |
| Narus Financial Partners, LLC | 0.47% | Add +0.7% | 34,970 | $1.8M |
| Tennessee Valley Asset Management Partners | 0.24% | Add +52.6% | 34,931 | $1.8M |
| Bramshill Investments, LLC | 0.15% | No change | 34,847 | $1.8M |
| Kooman & Associates | 0.53% | Add +4.2% | 34,573 | $1.8M |
| San Luis Wealth Advisors LLC | 0.29% | Reduce -31.4% | 34,327 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +31.8% | 34,119 | $1.7M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -5.3% | 32,967 | $1.7M |
| Jacobi Capital Management LLC | 0.09% | Add +70.4% | 32,901 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +51.2% | 32,501 | $1.7M |
| Insight Advisors, LLC/ PA | 0.31% | Reduce -78.0% | 32,443 | $1.7M |
| Legacy Private Trust Co. | 0.10% | Reduce -53.0% | 31,543 | $1.6M |
| 1900 Wealth Management LLC | 0.10% | Reduce -12.3% | 31,538 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -0.7% | 31,485 | $1.6M |
| Aries Wealth Management | 0.35% | Add +60.0% | 31,470 | $1.6M |
| Lakeridge Wealth Management LLC | 0.69% | New | 31,464 | $1.6M |
| Harbour Investment Management LLC | 0.87% | No change | 31,295 | $1.6M |
| BayBridge Capital Group, LLC | 0.98% | No change | 31,115 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +168.1% | 30,801 | $1.6M |
| Cahill Financial Advisors Inc. | 0.17% | Add +51.2% | 30,676 | $1.6M |
| Kathmere Capital Management, LLC | 0.10% | Reduce -6.1% | 30,327 | $1.5M |
| Adamsbrown Wealth Consultants LLC | 0.41% | Reduce -28.1% | 30,160 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -21.8% | 30,085 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.51% | Reduce -1.8% | 30,009 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +11.7% | 29,933 | $1.5M |
| Goelzer Investment Management, Inc. | 0.07% | Reduce -63.4% | 29,930 | $1.5M |
| Morgan Stanley | 0.00% | Add +18.9% | 29,924 | $1.5M |
| Compass Financial Group, Inc. | 0.69% | Reduce -0.9% | 29,833 | $1.5M |
| Baker Ellis Asset Management LLC | 0.18% | Reduce -6.3% | 29,800 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -57.5% | 29,473 | $1.5M |
| Roehl & Yi Investment Advisors, LLC | 0.56% | Reduce -1.5% | 29,312 | $1.5M |
| Strategic Wealth Advisors LLC | 1.20% | Add +1.0% | 29,288 | $1.5M |
| Founders Grove Wealth Partners, LLC | 0.33% | Add +0.0% | 28,572 | $1.5M |
| AQR Capital Management | 0.00% | New | 28,543 | $1.5M |
| Princeton Global Asset Management LLC | 0.23% | Add +9.1% | 28,043 | $1.4M |
| Vise Technologies, Inc. | 0.03% | No change | 27,888 | $1.4M |
| Two Sigma Securities, LLC | 0.16% | Add +281.4% | 27,644 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +28.8% | 27,491 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Reduce -16.2% | 27,323 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +3.9% | 27,247 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Reduce -22.3% | 26,944 | $1.4M |
| Rothschild Wealth LLC | 0.12% | New | 26,800 | $1.4M |
| Paladin Advisory Group, LLC | 1.03% | Reduce -27.7% | 26,522 | $1.4M |
| Sage Financial Group Inc. | 0.09% | Add +4.2% | 26,048 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +14.6% | 25,991 | $1.3M |
| Sandy Cove Advisors, LLC | 0.39% | Add +1.2% | 25,813 | $1.3M |
| Vista Investment Management | 0.43% | Reduce -2.7% | 25,223 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.87% | Reduce -21.4% | 25,163 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +23.1% | 24,856 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.61% | Reduce -45.1% | 24,800 | $1.3M |
| NewSquare Capital LLC | 0.11% | Add +4.3% | 24,785 | $1.3M |
| Core Wealth Advisors, Inc. | 0.30% | Reduce -3.9% | 24,743 | $1.3M |
| KM Capital Management Ltd. | 0.85% | Reduce -66.9% | 24,769 | $1.3M |
| Savant Capital, LLC | 0.01% | New | 24,483 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +8.6% | 24,172 | $1.2M |
| Philip James Wealth Mangement, LLC | 0.15% | Reduce -48.0% | 24,064 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.16% | Reduce -5.5% | 23,991 | $1.2M |
| Allen Capital Group, LLC | 0.11% | Add +20.6% | 23,902 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +21.2% | 23,856 | $1.2M |
| Pennsylvania Capital Management Inc. | 0.35% | Reduce -27.4% | 23,712 | $1.2M |
| Venturi Wealth Management, LLC | 0.05% | Add +2.1% | 23,002 | $1.2M |
| United Advisor Group, LLC | 0.14% | Reduce -13.5% | 22,933 | $1.2M |
| Silver Oak Securities, Incorporated | 0.09% | Add +31.0% | 22,885 | $1.2M |
| Bristlecone Value Partners, LLC | 1.03% | Reduce -2.9% | 22,875 | $1.2M |
| Private Trust Co. NA | 0.10% | Reduce -1.8% | 22,396 | $1.1M |
| Essex Bank | 0.25% | Reduce -0.9% | 22,265 | $1.1M |
| Argo Wealth Advisory, LLC | 0.66% | Add +24.9% | 22,212 | $1.1M |
| URS Advisory LLC | 0.81% | Reduce -2.3% | 21,672 | $1.1M |
| Ariadne Wealth Management, LP | 0.48% | Reduce -48.5% | 21,072 | $1.1M |
| 49 Wealth Management, LLC | 0.08% | Add +8.6% | 20,633 | $1.1M |
| Thompson Davis & Co., Inc. | 0.69% | No change | 20,301 | $1.0M |
| Kwmg, LLC | 0.09% | Reduce -10.2% | 20,263 | $1.0M |
| Carlson Financial, Inc. | 0.61% | Add +1.6% | 20,140 | $1.0M |
| Tranquility Partners, LLC | 0.39% | No change | 20,049 | $1.0M |
| 1ST Source Bank | 0.05% | New | 20,000 | $1.0M |
| OLIO Financial Planning | 0.28% | Add +5.1% | 19,505 | $994K |
| Rooted Wealth Advisors, Inc. | 0.26% | Reduce -7.4% | 19,325 | $985K |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | Add +17.2% | 19,312 | $985K |
| Kuhn & Co Investment Counsel | 0.63% | Add +17.5% | 19,188 | $978K |
| Woodmont Investment Counsel LLC | 0.06% | Add +14.5% | 18,916 | $964K |
| JNBA Financial Advisors | 0.08% | No change | 18,907 | $964K |
| Directional Asset Management | 0.88% | Reduce -55.4% | 18,872 | $962K |
| Collaborative Wealth Managment Inc. | 0.43% | Reduce -1.1% | 18,451 | $941K |
| Soltis Investment Advisors LLC | 0.06% | Add +73.5% | 18,351 | $936K |
| Webster Bank, N. A. | 0.09% | No change | 18,294 | $933K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -4.7% | 18,208 | $928K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 17,648 | $900K |
| Investment Advisory Services Group LLC | 0.78% | Add +2.8% | 17,570 | $896K |
| First Manhattan Co. Llc. | 0.00% | New | 17,520 | $893K |
| Intergy Private Wealth, LLC | 0.26% | Add +2.8% | 17,225 | $878K |
| Argent Advisors, Inc. | 0.24% | New | 16,973 | $865K |
| Shum Financial Group, Inc. | 0.61% | Add +25.8% | 16,842 | $859K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +7.2% | 16,743 | $854K |
| Marion Wealth Management | 0.19% | No change | 16,708 | $852K |
| Entelevest, LLC | 0.86% | Reduce -2.4% | 16,483 | $840K |
| Fourth Dimension Wealth, LLC | 0.31% | Reduce -3.1% | 16,213 | $827K |
| Boston Family Office LLC | 0.05% | No change | 16,165 | $824K |
| Worth Asset Management, LLC | 0.31% | New | 16,141 | $823K |
| BHK Investment Advisors, LLC | 0.27% | No change | 16,000 | $816K |
| PFW Advisors LLC | 0.26% | Add +32.0% | 15,955 | $813K |
| Quadcap Wealth Management, LLC | 0.09% | Add +2.8% | 15,703 | $801K |
| Eagle Bluffs Wealth Management LLC | 0.31% | Reduce -0.6% | 15,647 | $798K |
| Paladin Wealth, LLC | 0.55% | Add +29.2% | 15,627 | $797K |
| Sunflower Bank, N.A. | 0.20% | Reduce -32.4% | 15,563 | $793K |
| Sound Portfolio Advisors, LLC | 0.64% | Add +0.3% | 15,437 | $787K |
| Beese Fulmer Investment Management, Inc. | 0.05% | Add +14.9% | 15,436 | $787K |
| Verus Capital Partners, LLC | 0.05% | New | 15,051 | $767K |
| Mallini Complete Financial Planning LLC | 0.66% | Add +0.6% | 14,995 | $764K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +192.6% | 14,895 | $759K |
| Commonwealth Financial Services, LLC | 0.12% | Add +2.1% | 14,822 | $756K |
| Indivisible Partners | 0.07% | Add +5.7% | 14,806 | $755K |
| Mattson Financial Services, LLC | 0.18% | Reduce -1.6% | 14,641 | $746K |
| McDonald Partners LLC | 0.18% | No change | 14,600 | $744K |
| Madrid Wealth Management, LLC | 0.56% | Add +29.4% | 14,545 | $742K |
| Presidio Capital Management, LLC | 0.21% | Reduce -12.5% | 14,329 | $730K |
| Strategic Blueprint, LLC | 0.04% | Add +0.0% | 14,204 | $724K |
| Key Financial Inc | 0.13% | Add +240.5% | 14,189 | $723K |
| Fifth Third Bancorp | 0.00% | New | 14,013 | $714K |
| Independent Financial Group, LLC | 0.02% | Add +0.0% | 13,781 | $703K |
| One Capital Management, LLC | 0.02% | Reduce -85.9% | 13,592 | $693K |
| Cary Street Partners Investment Advisory LLC | 0.17% | Reduce -65.1% | 13,350 | $681K |
| Belpointe Asset Management LLC | 0.02% | Reduce -2.0% | 13,227 | $674K |
| Lifelong Wealth Advisors, Inc. | 0.18% | No change | 13,223 | $674K |
| Acropolis Investment Management, LLC | 0.03% | No change | 13,148 | $670K |
| Old Port Advisors | 0.15% | Add +6.2% | 13,027 | $664K |
| Aspen Wealth Strategies, LLC | 0.35% | Add +3.2% | 12,893 | $657K |
| Ruggaard & Associates LLC | 0.26% | Add +17.9% | 12,870 | $656K |
| Souders Financial Advisors | 0.07% | Add +16.6% | 12,842 | $655K |
| Beverly Hills Private Wealth, LLC | 0.11% | Add +24.1% | 12,773 | $651K |
| Arax Advisory Partners | 0.02% | New | 12,646 | $645K |
| Principal Securities, Inc. | 0.01% | Reduce -53.0% | 12,412 | $633K |
| Dakota Wealth Management | 0.01% | No change | 12,245 | $624K |
| Cozad Asset Management Inc. | 0.05% | Reduce -5.9% | 12,213 | $623K |
| Genesis Private Wealth, LLC | 0.19% | Reduce -0.3% | 12,100 | $617K |
| Claro Advisors Inc. | 0.07% | Reduce -23.7% | 11,870 | $605K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 11,750 | $599K |
| ProCore Advisors, LLC | 0.91% | Add +101.4% | 11,700 | $596K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +1.3% | 11,678 | $595K |
| Eagle Harbor Asset Management Inc. | 0.50% | No change | 11,451 | $584K |
| Mgo One Seven LLC | 0.01% | New | 11,403 | $581K |
| Centurion Wealth Management LLC | 0.13% | Reduce -19.2% | 11,352 | $579K |
| Apella Capital, LLC | 0.01% | Reduce -32.7% | 11,077 | $564K |
| Quantinno Capital Management LP | 0.00% | New | 10,916 | $556K |
| Family Office Research LLC | 0.24% | Add +0.6% | 10,908 | $556K |
| Trustmark Bank Trust Department | 0.04% | No change | 10,886 | $555K |
| BlackDiamond Wealth Management, LLC | 0.26% | Reduce -1.4% | 10,765 | $549K |
| Aletheian Wealth Advisors LLC | 0.27% | — | 10,732 | $547K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +40.3% | 10,709 | $546K |
| Redmond Asset Management, LLC | 0.15% | No change | 10,600 | $540K |
| Carnegie Investment Counsel | 0.01% | No change | 10,589 | $540K |
| Oakwell Private Wealth Management, LLC | 0.10% | Reduce -64.4% | 10,514 | $536K |
| Hartford Financial Management Inc. | 0.14% | No change | 10,436 | $532K |
| Thryve Wealth Management LLC | 0.35% | Reduce -51.0% | 10,405 | $530K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -6.3% | 10,397 | $530K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.2% | 10,386 | $529K |
| Verdence Capital Advisors LLC | 0.03% | New | 10,254 | $523K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.2% | 10,131 | $516K |
| Gradient Capital Advisors, LLC | 0.13% | Reduce -1.5% | 10,120 | $516K |
| Benjamin Edwards Inc. | 0.01% | Reduce -17.2% | 9,990 | $510K |
| IFC Advisors LLC | 0.07% | No change | 10,000 | $510K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $510K |
| Blair William & Co. | 0.00% | Add +18.4% | 9,919 | $506K |
| Westmount Partners, LLC | 0.12% | New | 9,900 | $505K |
| Avaii Wealth Management, LLC | 0.18% | Reduce -3.8% | 9,890 | $504K |
| Members Wealth LLC | 0.30% | Add +17.6% | 9,821 | $500K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +4.2% | 9,815 | $500K |
| Entrewealth, LLC | 0.22% | New | 9,773 | $498K |
| Occidental Asset Management, LLC | 0.06% | New | 9,656 | $492K |
| Shore Point Advisors, LLC | 0.19% | Reduce -1.6% | 9,645 | $492K |
| Tradition Wealth Management, LLC | 0.03% | Add +26.5% | 9,550 | $487K |
| WNY Asset Management, LLC | 0.05% | — | 9,483 | $483K |
| Yarger Wealth Strategies, LLC | 0.19% | Reduce -59.2% | 9,167 | $467K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | New | 9,147 | $466K |
| Novem Group | 0.05% | No change | 9,106 | $464K |
| Brown Financial Advisors | 0.18% | Add +47.9% | 9,085 | $463K |
| Ellis Investment Partners, LLC | 0.08% | Add +80.6% | 9,070 | $462K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -37.2% | 9,045 | $461K |
| Town Capital LLC | 0.37% | Reduce -5.3% | 9,024 | $460K |
| Sentinel Trust Co. Lba | 0.05% | Reduce -23.4% | 9,027 | $460K |
| Rossby Financial, LCC | 0.10% | Add +20667.4% | 8,930 | $455K |
| C M Bidwell & Associates Ltd. | 0.21% | No change | 8,865 | $452K |
| Meridian Financial Advisors, LLC | 0.25% | Add +48.0% | 8,822 | $450K |
| Curbstone Financial Management Corp | 0.09% | No change | 8,800 | $449K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 8,800 | $449K |
| Csenge Advisory Group | 0.02% | Add +27.0% | 8,794 | $448K |
| Keating Financial Advisory Services, Inc. | 0.07% | Add +68.9% | 8,756 | $446K |
| Sincerus Advisory, LLC | 0.33% | Add +1.2% | 8,630 | $440K |
| Montag A & Associates Inc. | 0.02% | No change | 8,620 | $439K |
| SFG Wealth Management, LLC. | 0.18% | Reduce -62.4% | 8,613 | $439K |
| Unique Wealth, LLC | 0.06% | Reduce -19.5% | 8,452 | $431K |
| Financially in Tune, LLC | 0.37% | New | 8,355 | $426K |
| Brookwood Investment Group LLC | 0.05% | No change | 8,340 | $425K |
| Rwa Wealth Partners, LLC | 0.00% | Add +19.4% | 8,110 | $413K |
| Ascentis Independent Advisors | 0.03% | New | 8,077 | $412K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +21546.0% | 8,009 | $408K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.8% | 7,929 | $404K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -99.2% | 7,897 | $403K |
| Procyon Advisors, LLC | 0.02% | No change | 7,855 | $400K |
| M Wealth Management, LLC | 0.34% | Add +0.6% | 7,812 | $398K |
| Sonata Capital Group Inc. | 0.15% | Reduce -20.1% | 7,792 | $397K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -24.4% | 7,682 | $392K |
| 1015 Capital Partners, LLC | 0.38% | No change | 7,680 | $392K |
| Schwallier Wealth Management LLC | 0.28% | Add +11.6% | 7,544 | $385K |
| UMB Bank, n.a. | 0.01% | No change | 7,493 | $382K |
| Bison Wealth, LLC | 0.04% | Reduce -7.4% | 7,463 | $380K |
| Midwestern Financial, LLC | 0.30% | Reduce -21.4% | 7,416 | $378K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -29.2% | 7,409 | $378K |
| Argent Trust Co | 0.01% | No change | 7,387 | $377K |
| Curran Financial Partners, LLC | 0.07% | Reduce -8.4% | 7,224 | $368K |
| WealthCare Investment Partners, LLC | 0.10% | Reduce -4.8% | 7,215 | $368K |
| Stephens Inc. | 0.00% | Reduce -29.9% | 7,149 | $364K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -6.7% | 7,140 | $364K |
| Tortuga Wealth Management, Inc | 0.34% | Add +28.7% | 7,033 | $359K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,950 | $354K |
| Archford Capital Strategies, LLC | 0.04% | No change | 6,899 | $352K |
| CAP Partners, LLC | 0.20% | Add +11.0% | 6,840 | $349K |
| First Foundation Advisors | 0.01% | No change | 6,817 | $348K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.1% | 6,774 | $345K |
| Chokshi & Queen Wealth Advisors, Inc | 0.18% | New | 6,751 | $344K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +20.8% | 6,742 | $344K |
| Flagstar Securities, Inc. | 0.12% | Add +0.3% | 6,684 | $341K |
| Impact Capital Partners LLC | 0.10% | Add +0.7% | 6,614 | $337K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,574 | $335K |
| Fullerton Advisors, LLC | 0.35% | Add +17.6% | 6,537 | $333K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -25.7% | 6,479 | $330K |
| Lifestyle Asset Management, Inc. | 0.11% | Reduce -7.5% | 6,440 | $328K |
| Balefire, LLC | 0.06% | New | 6,410 | $327K |
| Hutchinson Capital Management | 0.06% | Add +44.1% | 6,398 | $326K |
| Western Wealth Management, LLC | 0.01% | Add +25.8% | 6,370 | $325K |
| Global Trust Asset Management, LLC | 0.12% | No change | 6,350 | $324K |
| Centerline Wealth Advisors, LLC | 0.12% | Add +33.2% | 6,340 | $323K |
| Gill Capital Partners, LLC | 0.09% | Reduce -7.3% | 6,276 | $320K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.6% | 6,135 | $312K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -20.0% | 6,115 | $312K |
| Shayne & Jacobs, LLC | 0.09% | No change | 6,000 | $306K |
| Rothschild Capital Partners, LLC | 0.08% | New | 5,980 | $305K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -2.7% | 5,973 | $304K |
| Arkadios Wealth Advisors | 0.01% | New | 5,963 | $304K |
| Choice Wealth Advisors LLC | 0.12% | No change | 5,900 | $301K |
| Lineweaver Wealth Advisors, LLC | 0.04% | Reduce -70.1% | 5,861 | $299K |
| Gerald Baker Financial Group LLC | 0.09% | — | 5,836 | $298K |
| Quantify Chaos Advisors, LLC | 0.92% | New | 5,809 | $296K |
| Zacks Investment Management | 0.00% | Add +0.1% | 5,709 | $291K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,668 | $289K |
| Private Wealth Group, LLC | 0.13% | Add +1.7% | 5,544 | $283K |
| Triumph Capital Management | 0.06% | Add +193.6% | 5,535 | $282K |
| Brooklyn Investment Group | 0.01% | New | 5,448 | $278K |
| NewEdge Wealth, LLC | 0.00% | No change | 5,205 | $265K |
| Colonial River Investments, LLC | 0.09% | Add +5.2% | 5,134 | $262K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +0.6% | 5,068 | $258K |
| Mason & Associates Inc | 0.05% | Reduce -33.3% | 5,057 | $258K |
| Horizon Family Wealth, Inc. | 0.14% | Add +9.7% | 5,046 | $257K |
| Founders Financial Securities LLC | 0.01% | Reduce -83.8% | 5,026 | $256K |
| New Capital Management LP | 0.06% | Reduce -85.6% | 5,003 | $255K |
| Strategic Financial Concepts, LLC | 0.06% | Add +12.8% | 4,838 | $247K |
| Herold Advisors, Inc. | 0.05% | Reduce -13.5% | 4,802 | $245K |
| Harbor Group, Inc. | 0.03% | Add +0.6% | 4,740 | $242K |
| PFG Advisors | 0.01% | Reduce -18.5% | 4,736 | $241K |
| Curi Capital, LLC | 0.00% | No change | 4,712 | $240K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 4,700 | $240K |
| Titleist Asset Management, LLC | 0.02% | Reduce -14.6% | 4,679 | $239K |
| AE Wealth Management LLC | 0.00% | Add +226.4% | 4,654 | $237K |
| Weaver Consulting Group | 0.06% | No change | 4,650 | $237K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,618 | $235K |
| Peak Financial Advisors LLC | 0.10% | New | 4,525 | $231K |
| Saiph Capital, LLC | 0.09% | No change | 4,500 | $229K |
| Sykon Capital LLC | 0.08% | No change | 4,500 | $229K |
| Guardian Asset Advisors, LLC | 0.13% | Reduce -1.5% | 4,493 | $229K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,492 | $229K |
| Susquehanna International Group, LLP | 0.00% | New | 4,483 | $229K |
| Freedom Investment Management, Inc. | 0.07% | Add +2.1% | 4,448 | $227K |
| River's Edge Wealth Management, LLC | 0.21% | Reduce -14.7% | 4,421 | $225K |
| Semus Wealth Partners LLC | 0.12% | Add +0.6% | 4,334 | $221K |
| First Citizens Financial Corp | 0.10% | Add +7.0% | 4,273 | $218K |
| Dogwood Wealth Management LLC | 0.09% | Reduce -8.1% | 4,248 | $217K |
| Keudell/Morrison Wealth Management | 0.04% | Reduce -84.6% | 4,205 | $214K |
| Smartleaf Asset Management LLC | 0.01% | Add +15.5% | 4,188 | $213K |
| LiftPoint Family Wealth Advisors LLC | 0.17% | New | 4,115 | $210K |
| Voisard Asset Management Group, Inc. | 0.04% | Reduce -49.8% | 4,025 | $205K |
| Northern Trust Corp. | 0.00% | New | 4,022 | $205K |
| Cypress Capital Group | 0.02% | New | 4,000 | $204K |
| Mountain Capital Investment Advisors Inc. | 0.03% | New | 3,989 | $203K |
| Pathway Financial Advisors LLC | 0.03% | No change | 3,973 | $202K |
| MCF Advisors LLC | 0.01% | New | 3,770 | $192K |
| Transce3nd, LLC | 1.70% | Reduce -4.4% | 3,747 | $191K |
| West Paces Advisors Inc. | 0.04% | Add +37.7% | 3,650 | $186K |
| Hills Bank & Trust Co | 0.01% | No change | 3,574 | $182K |
| 2UniFi Bank | 0.08% | No change | 3,259 | $166K |
| Birchwood Financial Partners, Inc. | 0.14% | New | 2,940 | $150K |
| CVA Family Office, LLC | 0.02% | No change | 2,860 | $146K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,790 | $142K |
| Millstone Evans Group, LLC | 0.08% | No change | 2,600 | $133K |
| GGM Financial LLC | 0.06% | Add +0.6% | 2,584 | $132K |
| Cornerstone Financial Management LLC | 0.11% | No change | 2,450 | $125K |
| Colonial Trust Advisors | 0.01% | Add +0.7% | 2,450 | $125K |
| Longview Financial Advisors LLC | 0.05% | No change | 1,975 | $101K |
| Park Place Capital Corp | 0.02% | Add +0.6% | 1,768 | $90K |
| EPG Wealth Management LLC | 0.02% | Reduce -5.1% | 1,678 | $86K |
| Clark Wealth Partners | 0.06% | Add +0.6% | 1,637 | $83K |
| 1620 Investment Advisors, Inc. | 0.06% | Add +38.2% | 1,629 | $83K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,393 | $71K |
| GAMMA Investing LLC | 0.00% | Add +0.6% | 1,155 | $59K |
| US Bancorp \de | 0.00% | No change | 1,153 | $59K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,145 | $58K |
| Medallion Wealth Advisors, LLC | 0.02% | New | 1,026 | $52K |
| Rice Partnership, LLC | 0.01% | Reduce -3.9% | 944 | $48K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -18.1% | 869 | $44K |
| Financial Perspectives, Inc | 0.01% | Add +0.6% | 833 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.9% | 787 | $40K |
| Essential Investment Partners LLC | 0.03% | Add +75.0% | 700 | $36K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 701 | $36K |
| Creative Financial Designs Inc. | 0.00% | Add +47.2% | 502 | $26K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -18.1% | 475 | $24K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 440 | $22K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 365 | $19K |
| Allworth Financial LP | 0.00% | No change | 298 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -34.8% | 244 | $12K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 227 | $12K |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.2% | 39 | $2K |
| Bank of Montreal | 0.00% | No change | 26 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -91.5% | 9 | $459 |
| 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.