JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q2 2026 (June 30)563holders +7
40new positions
28sold out
2famous investors
$50.94avg. 13F price*
At the end of Q2 2026, 563 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 7 from Q1 2026. 40 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($235.5M), Northwestern Mutual Wealth Management Co. ($195.5M) and HB Wealth Management, LLC ($166.7M). 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 (Q2 2026)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $32.2M |
| Exits | 28 | $22.2M |
All 13F filers, Q1 2026 → Q2 2026: 7,607,058 shares bought and 6,216,070 shares sold, net +1,390,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 563 holders
| Bank of America Corp. | 0.02% | Add +10.4% | 4,618,229 | $235.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -1.1% | 3,833,193 | $195.5M |
| HB Wealth Management, LLC | 0.94% | Add +28.1% | 3,268,293 | $166.7M |
| LPL Financial LLC | 0.04% | Add +0.0% | 3,079,442 | $157.1M |
| Resonant Capital Advisors, LLC | 4.49% | Add +7.1% | 1,841,965 | $93.9M |
| Wells Fargo & Company | 0.01% | Add +1.6% | 1,577,056 | $80.4M |
| Bank of New York Mellon Corp | 0.01% | Add +23.8% | 1,562,424 | $79.7M |
| FMR LLC | 0.00% | Reduce -0.1% | 1,380,788 | $70.4M |
| Salomon & Ludwin, LLC | 5.04% | Add +1.0% | 1,202,000 | $61.2M |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 1,199,281 | $61.2M |
| Bailard, Inc. | 1.19% | Add +240.5% | 1,147,099 | $58.5M |
| UBS Group AG | 0.01% | Add +4.4% | 1,081,228 | $55.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.9% | 960,457 | $49.0M |
| AlphaCore Capital LLC | 0.70% | Reduce -2.9% | 747,047 | $38.1M |
| Weatherly Asset Management L. P. | 2.64% | Add +0.1% | 727,451 | $37.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.5% | 716,864 | $36.6M |
| Royal Bank of Canada | 0.01% | Add +10.2% | 710,261 | $36.2M |
| Bridgewater Advisors Inc. | 1.88% | Add +8.2% | 678,796 | $34.5M |
| NorthRock Partners, LLC | 0.49% | Reduce -55.5% | 662,850 | $33.8M |
| Corient Private Wealth LP | 0.04% | Reduce -28.7% | 630,077 | $32.1M |
| Mariner, LLC | 0.03% | Reduce -30.8% | 614,234 | $31.3M |
| Cerity Partners LLC | 0.04% | Reduce -5.9% | 604,676 | $30.8M |
| CWA Asset Management Group, LLC | 0.94% | Add +10.9% | 601,091 | $30.7M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -3.7% | 590,310 | $30.1M |
| Sage Mountain Advisors LLC | 1.75% | Add +1.8% | 556,512 | $28.4M |
| Jones Financial Companies LLLP | 0.01% | Add +29.1% | 543,104 | $27.7M |
| Keybank National Association | 0.09% | Add +0.2% | 536,845 | $27.4M |
| Trust Co | 2.45% | Add +2.3% | 532,294 | $27.1M |
| Focus Partners Wealth | 0.03% | Add +15.6% | 524,475 | $26.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +33.1% | 524,263 | $26.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.8% | 511,979 | $26.1M |
| FSM Wealth Advisors, LLC | 2.78% | Add +6.6% | 508,803 | $25.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +52.5% | 502,899 | $25.6M |
| Global Wealth Management, LLC | 13.05% | Reduce -3.9% | 502,395 | $25.6M |
| Flputnam Investment Management Co. | 0.30% | Reduce -23.7% | 494,703 | $25.2M |
| TFO Wealth Partners, LLC | 2.73% | Add +7.5% | 492,234 | $25.1M |
| Franklin Resources Inc. | 0.01% | Add +21.8% | 480,527 | $24.5M |
| SouthState Bank Corp | 0.99% | Add +42.5% | 466,374 | $23.8M |
| Dynasty Wealth Management, LLC | 0.17% | Add +22.6% | 452,116 | $23.1M |
| Cetera Investment Advisers | 0.02% | Add +8.3% | 446,304 | $22.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -13.4% | 442,803 | $22.6M |
| WCG Wealth Advisors LLC | 0.53% | Reduce -15.9% | 442,140 | $22.5M |
| Captrust Financial Advisors | 0.03% | Add +7.5% | 411,148 | $21.0M |
| Global Strategic Investment Solutions, LLC | 1.87% | Reduce -2.7% | 409,414 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.9% | 397,053 | $20.2M |
| Private Advisor Group, LLC | 0.09% | Add +60.6% | 381,476 | $19.5M |
| Interchange Capital Partners, LLC | 3.45% | Add +64.3% | 359,911 | $18.4M |
| Gradient Investments LLC | 0.25% | Add +31.0% | 356,845 | $18.2M |
| Axxcess Wealth Management, LLC | 0.27% | Reduce -11.9% | 337,670 | $17.2M |
| Capital Asset Advisory Services LLC | 0.59% | Reduce -8.9% | 317,774 | $16.2M |
| Red Door Wealth Management, LLC | 1.44% | Add +77.0% | 310,180 | $15.8M |
| Stifel Financial Corp. | 0.01% | Add +17.6% | 293,012 | $14.9M |
| Principle Wealth Partners LLC | 0.73% | Add +30.3% | 291,500 | $14.9M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +1.2% | 289,295 | $14.8M |
| Chesley Taft & Associates LLC | 0.57% | Add +24.2% | 285,335 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 283,757 | $14.5M |
| Oak Harvest Investment Services | 1.35% | Add +4.4% | 282,359 | $14.4M |
| NewEdge Advisors, LLC | 0.04% | Add +2.5% | 278,708 | $14.2M |
| Boothe Investment Group, Inc. | 4.41% | Reduce -1.1% | 274,289 | $14.0M |
| Lido Advisors, LLC | 0.05% | Reduce -3.8% | 268,691 | $13.7M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +8.2% | 268,058 | $13.7M |
| Rosenberg Matthew Hamilton | 2.50% | Reduce -2.5% | 262,671 | $13.4M |
| Phoenix Wealth Advisors | 4.49% | Add +27.4% | 261,094 | $13.3M |
| Farther Finance Advisors, LLC | 0.10% | Add +28.3% | 260,393 | $13.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -5.2% | 257,948 | $13.2M |
| MBM Wealth Consultants, LLC | 2.42% | Add +3.9% | 245,679 | $12.5M |
| Auxano Advisors, LLC | 2.29% | Reduce -6.5% | 237,243 | $12.1M |
| Elequin Capital, LP | 2.08% | Add +188.5% | 236,301 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -46.4% | 231,867 | $11.8M |
| Fiduciary Trust Co | 0.13% | Reduce -26.8% | 231,332 | $11.8M |
| Opal Wealth Advisors, LLC | 2.48% | Add +3.1% | 224,850 | $11.5M |
| Citizens Financial Group Inc. | 0.14% | Add +25.4% | 220,283 | $11.2M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -11.3% | 218,332 | $11.1M |
| Diversified Portfolios, Inc. | 0.79% | Reduce -11.7% | 214,582 | $10.9M |
| Davidson Investment Advisors | 0.44% | Reduce -3.4% | 209,448 | $10.7M |
| Simon Quick Advisors, LLC | 0.43% | Add +0.7% | 208,365 | $10.6M |
| TD Capital Management LLC | 0.83% | Reduce -9.6% | 198,650 | $10.1M |
| Aspen Wealth Management LLC | 1.69% | Add +19.3% | 195,619 | $10.0M |
| OpenArc Corporate Advisory, LLC | 0.12% | Add +57.5% | 193,764 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -26.7% | 187,582 | $9.6M |
| Summit Financial, LLC | 0.10% | Reduce -4.8% | 186,728 | $9.5M |
| Regions Financial Corp. | 0.05% | Reduce -1.5% | 179,398 | $9.1M |
| Valeo Financial Advisors, LLC | 0.18% | Add +1.8% | 166,682 | $8.5M |
| Quotient Wealth Partners, LLC | 0.20% | Add +15.6% | 165,677 | $8.4M |
| YHB Investment Advisors, Inc. | 0.54% | Add +33.1% | 165,574 | $8.4M |
| Whitegate Investment Counselors, Inc. | 2.39% | Reduce -5.5% | 164,442 | $8.4M |
| Great Point Wealth Advisors, LLC | 1.33% | Reduce -0.8% | 161,685 | $8.2M |
| Vertex Planning Partners, LLC | 1.20% | Add +0.9% | 157,816 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.4% | 152,465 | $7.8M |
| Elmwood Wealth Management, Inc. | 1.91% | Add +1.4% | 149,352 | $7.6M |
| CENTRAL TRUST Co | 0.13% | Add +3.3% | 145,149 | $7.4M |
| Southeast Asset Advisors, LLC | 0.74% | Add +0.3% | 143,600 | $7.3M |
| Apex Wealth Management, LLC | 4.46% | Add +1.1% | 143,272 | $7.3M |
| Per Stirling Capital Management, LLC. | 0.70% | Reduce -1.6% | 143,243 | $7.3M |
| MY Wealth Management Inc. | 5.07% | Add +271.9% | 141,183 | $7.2M |
| Sierra Capital LLC | 0.68% | No change | 137,619 | $7.0M |
| PDS Planning, Inc | 0.39% | Add +18.4% | 131,459 | $6.7M |
| EP Wealth Advisors, LLC | 0.03% | No change | 130,874 | $6.7M |
| Capital Advisors Wealth Management, LLC | 0.78% | Reduce -6.4% | 130,140 | $6.6M |
| Mainsail Financial Group, LLC | 2.23% | Add +39.6% | 128,461 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +9.3% | 127,481 | $6.5M |
| Prosperity Consulting Group, LLC | 0.25% | Add +0.1% | 127,414 | $6.5M |
| StrongBox Wealth, LLC | 1.84% | Add +8.1% | 126,661 | $6.5M |
| Websterrogers Financial Advisors, LLC | 1.64% | Reduce -0.3% | 125,377 | $6.4M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -5.1% | 125,043 | $6.4M |
| Graves Light Lenhart Wealth, Inc. | 0.58% | Add +8.0% | 122,067 | $6.2M |
| Albion Financial Group | 0.36% | Add +3.5% | 120,860 | $6.2M |
| Manning & Napier Advisors LLC | 0.08% | Add +12.1% | 120,084 | $6.1M |
| Stewardship Advisors, LLC | 1.26% | Add +31.8% | 119,200 | $6.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +230.4% | 116,144 | $5.9M |
| ERn Financial, LLC | 0.98% | Add +9.9% | 115,911 | $5.9M |
| Roof Eidam Maycock Peralta, LLC | 1.16% | Reduce -3.3% | 115,502 | $5.9M |
| Bokf, NA | 0.08% | Add +12.4% | 114,324 | $5.8M |
| Capital Analysts, LLC | 0.13% | Reduce -7.0% | 113,781 | $5.8M |
| LPWM LLC | 1.27% | Add +25.6% | 112,326 | $5.7M |
| Appleton Partners Inc. | 0.35% | Reduce -11.2% | 111,463 | $5.7M |
| Savvy Advisors, Inc. | 0.12% | Add +15.8% | 110,657 | $5.6M |
| Forza Wealth Management, LLC | 1.66% | Reduce -2.6% | 106,400 | $5.4M |
| Revolve Wealth Partners, LLC | 0.56% | Add +114.0% | 105,003 | $5.4M |
| Ironwood Investment Counsel, LLC | 0.70% | Add +170.1% | 104,355 | $5.3M |
| Capital Management Corp. | 0.77% | Add +7.4% | 100,049 | $5.1M |
| Leverty Financial Group, LLC | 0.98% | Add +30.9% | 98,985 | $5.0M |
| Parallel Advisors, LLC | 0.08% | Add +49.5% | 98,335 | $5.0M |
| Clearstead Advisors, LLC | 0.05% | New | 97,960 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +23.2% | 97,690 | $5.0M |
| Beacon Investment Advisory Services, Inc. | 0.18% | Add +33.0% | 97,332 | $5.0M |
| J.Safra Asset Management Corp | 0.23% | Reduce -0.4% | 96,869 | $4.9M |
| DAVENPORT & Co LLC | 0.02% | Add +1096.5% | 94,869 | $4.8M |
| Ashton Thomas Securities, LLC | 0.68% | Add +59.6% | 90,481 | $4.6M |
| Jupiter Wealth Management LLC | 1.84% | No change | 90,000 | $4.6M |
| RPg Family Wealth Advisory, LLC | 0.76% | Reduce -1.4% | 89,649 | $4.6M |
| Able Wealth Management LLC | 1.03% | Reduce -22.3% | 88,291 | $4.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +39.2% | 88,008 | $4.5M |
| CFO4Life Group, LLC | 0.60% | Reduce -0.3% | 87,863 | $4.5M |
| Mutual Advisors, LLC | 0.08% | Reduce -11.9% | 84,762 | $4.3M |
| Essex Financial Services, Inc. | 0.21% | Reduce -12.3% | 83,534 | $4.3M |
| VestGen Advisors, LLC | 0.12% | No change | 82,570 | $4.2M |
| Perigon Wealth Management, LLC | 0.07% | Add +29.7% | 81,997 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.22% | No change | 81,200 | $4.1M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -3.0% | 79,620 | $4.1M |
| Perennial Advisors, LLC | 0.63% | Reduce -2.8% | 78,894 | $4.0M |
| Quantinno Capital Management LP | 0.00% | Add +615.7% | 78,122 | $4.0M |
| Kintra Wealth, LLC | 0.21% | Add +12.2% | 78,002 | $4.0M |
| Ancora Advisors LLC | 0.08% | Reduce -9.4% | 77,711 | $4.0M |
| Brandywine Oak Private Wealth LLC | 0.30% | Reduce -3.5% | 76,757 | $3.9M |
| Ameritas Advisory Services, LLC | 0.08% | Add +29.6% | 75,182 | $3.8M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 74,816 | $3.8M |
| Highline Wealth Partners LLC | 0.77% | Add +16.7% | 74,269 | $3.8M |
| SkyOak Wealth, LLC | 0.61% | Add +8.3% | 72,890 | $3.7M |
| Perspective Wealth Advisors LLC | 2.02% | New | 71,896 | $3.7M |
| Legacy Private Trust Co. | 0.20% | Add +120.2% | 69,450 | $3.5M |
| IF Advisors, LLC | 2.31% | Reduce -56.3% | 69,000 | $3.5M |
| CCG Wealth Management, LLC | 0.78% | Add +16.2% | 65,597 | $3.3M |
| NCM Capital Management, LLC | 1.02% | Reduce -7.9% | 65,165 | $3.3M |
| Sigma Planning Corp | 0.08% | Add +2.0% | 64,928 | $3.3M |
| IFP Advisors, Inc | 0.06% | Add +0.6% | 64,786 | $3.3M |
| Clarity Asset Management, Inc. | 1.62% | Add +3.8% | 64,594 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +98.1% | 64,372 | $3.3M |
| Arax Advisory Partners | 0.02% | Add +375.6% | 60,143 | $3.1M |
| NavPoint Financial, Inc. | 1.13% | Reduce -22.0% | 59,810 | $3.1M |
| Parsons Capital Management Inc. | 0.14% | Reduce -1.1% | 59,751 | $3.0M |
| Sagespring Wealth Partners, LLC | 0.05% | Reduce -19.5% | 59,482 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -49.3% | 59,474 | $3.0M |
| Richard P Slaughter Associates Inc | 0.60% | Reduce -37.3% | 59,181 | $3.0M |
| Red Mountain Financial, LLC | 2.50% | Add +38.4% | 58,443 | $3.0M |
| Granite Bay Wealth Management, LLC | 0.27% | New | 58,090 | $3.0M |
| Robinson Smith Wealth Advisors LLC | 1.76% | Reduce -16.5% | 57,495 | $2.9M |
| Wills Financial Group LLC | 1.06% | Reduce -4.5% | 57,124 | $2.9M |
| Invariant Investment Management | 1.70% | Reduce -1.1% | 56,902 | $2.9M |
| Stonebridge Financial Group, LLC | 0.22% | Add +0.2% | 56,149 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +213.3% | 55,282 | $2.8M |
| McNamara Financial Services, Inc. | 0.48% | Reduce -67.0% | 54,132 | $2.8M |
| Advisory Services Network, LLC | 0.03% | Add +24.2% | 53,831 | $2.7M |
| Assetmark, Inc. | 0.00% | Add +12.6% | 53,733 | $2.7M |
| Laurel Wealth Planning LLC | 1.21% | Reduce -4.5% | 53,505 | $2.7M |
| Syverson Strege & Co | 0.59% | Add +7.4% | 53,011 | $2.7M |
| Root Financial Partners, LLC | 0.10% | Add +34.1% | 52,750 | $2.7M |
| Rossmore Private Capital | 0.22% | Reduce -8.4% | 52,357 | $2.7M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -0.2% | 51,803 | $2.6M |
| Selby Wealth Management, LLC | 0.94% | Add +4.5% | 51,801 | $2.6M |
| Firestone Capital Management | 0.49% | Add +28.4% | 51,798 | $2.6M |
| Security Financial Services, INC. | 0.36% | Add +36.5% | 51,349 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +131476.9% | 51,315 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -4.9% | 51,056 | $2.6M |
| Causey Wealth LLC | 1.02% | Add +43.3% | 50,980 | $2.6M |
| Morgan Stanley | 0.00% | Add +69.5% | 50,734 | $2.6M |
| IHT Wealth Management, LLC | 0.05% | Add +4.2% | 50,361 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.0% | 50,336 | $2.6M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -8.6% | 50,024 | $2.6M |
| Summit Place Financial Advisors, LLC | 1.11% | Add +99.6% | 49,500 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +64.7% | 49,288 | $2.5M |
| Encompass Wealth Advisors, LLC | 0.76% | Add +11.2% | 48,821 | $2.5M |
| Canvas Wealth Advisors, LLC | 0.33% | Reduce -34.0% | 47,075 | $2.4M |
| Macro Advisors, Inc. | 0.76% | No change | 46,839 | $2.4M |
| Financial Solutions Advisory Group, Inc. | 0.30% | Add +8.8% | 46,729 | $2.4M |
| Sargent Investment Group, LLC | 0.29% | Reduce -14.3% | 46,511 | $2.4M |
| Sound Portfolio Advisors, LLC | 1.67% | Add +198.4% | 46,062 | $2.3M |
| Focus Financial Network, Inc. | 0.07% | Add +0.2% | 46,040 | $2.3M |
| Summit Wealth Partners, LLC | 0.33% | Add +0.4% | 46,003 | $2.3M |
| Sunburst Financial Group, LLC | 0.39% | Reduce -1.8% | 45,984 | $2.3M |
| Castlekeep Investment Advisors LLC | 1.17% | Reduce -6.4% | 45,617 | $2.3M |
| Modern Wealth Management, LLC | 0.03% | Reduce -11.4% | 45,410 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.27% | Reduce -7.3% | 45,375 | $2.3M |
| Fulton Bank, N.A. | 0.07% | Reduce -11.8% | 44,554 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Add +23.4% | 43,985 | $2.2M |
| Cooper Financial Group | 0.19% | Reduce -14.9% | 43,967 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +7.6% | 43,823 | $2.2M |
| Second Line Capital, LLC | 0.41% | Add +0.3% | 43,654 | $2.2M |
| Mission Wealth Management, LP | 0.03% | New | 43,360 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.4% | 43,190 | $2.2M |
| Goelzer Investment Management, Inc. | 0.09% | Add +40.5% | 42,043 | $2.1M |
| Pecaut & Co. | 0.65% | Reduce -4.9% | 41,785 | $2.1M |
| Three Bridge Wealth Advisors, LLC | 0.53% | Add +0.1% | 41,617 | $2.1M |
| Bfsg, LLC | 0.19% | Add +5.0% | 41,489 | $2.1M |
| &partners | 0.01% | Reduce -7.8% | 41,008 | $2.1M |
| Creative Planning | 0.00% | Add +1.4% | 40,233 | $2.1M |
| Carter Financial, LLC | 1.53% | Add +1.3% | 40,016 | $2.0M |
| Tortoise Investment Management, LLC | 0.15% | Reduce -20.0% | 40,000 | $2.0M |
| IAG Wealth Partners, LLC | 0.20% | Add +0.2% | 39,631 | $2.0M |
| Circle Wealth Management, LLC | 0.03% | No change | 39,460 | $2.0M |
| LexAurum Advisors, LLC | 0.23% | Add +1.7% | 39,109 | $2.0M |
| Bluespring Wealth Management, LLC | 0.04% | New | 38,640 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -92.4% | 38,538 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +39.9% | 38,457 | $2.0M |
| James J. Burns & Company, LLC | 0.21% | Reduce -10.4% | 37,844 | $1.9M |
| Cahill Financial Advisors Inc. | 0.18% | Add +23.2% | 37,791 | $1.9M |
| Founders Grove Wealth Partners, LLC | 0.38% | Add +32.0% | 37,719 | $1.9M |
| ZWJ Investment Counsel Inc. | 0.06% | Reduce -55.2% | 36,995 | $1.9M |
| Vise Technologies, Inc. | 0.02% | Add +32.1% | 36,836 | $1.9M |
| Harbour Investment Management LLC | 0.96% | Add +16.9% | 36,589 | $1.9M |
| Bolthouse Investments, LLC | 1.51% | No change | 36,445 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.36% | Add +270.6% | 36,373 | $1.9M |
| WealthBridge Capital Management, LLC | 0.37% | Add +3.1% | 36,211 | $1.8M |
| Peterson Wealth Advisors, LLC | 0.22% | Add +50.6% | 36,133 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.28% | Add +2.0% | 36,128 | $1.8M |
| Independent Financial Group, LLC | 0.03% | Add +160.7% | 35,930 | $1.8M |
| Daymark Wealth Partners, LLC | 0.04% | Add +13.4% | 35,707 | $1.8M |
| MAI Capital Management | 0.01% | No change | 35,600 | $1.8M |
| Lakeridge Wealth Management LLC | 0.67% | Add +12.9% | 35,527 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | — | 35,152 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -21.9% | 35,088 | $1.8M |
| Tennessee Valley Asset Management Partners | 0.20% | Add +0.3% | 35,042 | $1.8M |
| Kooman & Associates | 0.48% | Add +1.3% | 35,030 | $1.8M |
| Bramshill Investments, LLC | 0.14% | No change | 34,847 | $1.8M |
| Mgo One Seven LLC | 0.03% | Add +198.7% | 34,060 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.13% | Add +26.3% | 34,021 | $1.7M |
| Shum Financial Group, Inc. | 1.04% | Add +101.8% | 33,986 | $1.7M |
| Narus Financial Partners, LLC | 0.44% | Reduce -2.9% | 33,965 | $1.7M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -13.3% | 33,819 | $1.7M |
| Aprio Wealth Management, LLC | 0.09% | Reduce -14.7% | 33,800 | $1.7M |
| Jacobi Capital Management LLC | 0.08% | Add +2.7% | 33,776 | $1.7M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -0.6% | 32,784 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +34.4% | 32,059 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.6% | 31,856 | $1.6M |
| Paradigm, Strategies in Wealth Management, LLC | 0.98% | Add +25.8% | 31,646 | $1.6M |
| 1900 Wealth Management LLC | 0.09% | No change | 31,538 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.1% | 31,448 | $1.6M |
| BayBridge Capital Group, LLC | 0.83% | No change | 31,115 | $1.6M |
| Vawter Financial, Ltd. | 0.59% | Reduce -16.4% | 30,942 | $1.6M |
| Boulder Wealth Advisors, LLC | 0.57% | Reduce -84.1% | 30,531 | $1.6M |
| Baker Ellis Asset Management LLC | 0.16% | No change | 29,800 | $1.5M |
| BCGM Wealth Management, LLC | 0.32% | Reduce -60.3% | 29,527 | $1.5M |
| Compass Financial Group, Inc. | 0.64% | Reduce -1.1% | 29,520 | $1.5M |
| Skyline Advisors, Inc. | 0.47% | Reduce -29.6% | 29,491 | $1.5M |
| Roehl & Yi Investment Advisors, LLC | 0.49% | Add +0.1% | 29,356 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.43% | Reduce -2.2% | 29,347 | $1.5M |
| Kathmere Capital Management, LLC | 0.08% | Reduce -4.4% | 28,980 | $1.5M |
| Vista Investment Management | 0.45% | Add +14.9% | 28,971 | $1.5M |
| Strategic Wealth Advisors LLC | 1.26% | Reduce -1.0% | 28,993 | $1.5M |
| Princeton Global Asset Management LLC | 0.20% | No change | 28,043 | $1.4M |
| URS Advisory LLC | 0.80% | Add +29.3% | 28,015 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +11.7% | 27,756 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -3.0% | 27,686 | $1.4M |
| Impact Capital Partners LLC | 0.38% | Add +317.9% | 27,639 | $1.4M |
| Aries Wealth Management | 0.27% | Reduce -13.1% | 27,355 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +10.3% | 27,018 | $1.4M |
| Rothschild Wealth LLC | 0.11% | No change | 26,800 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +10.5% | 26,700 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Reduce -3.4% | 26,390 | $1.3M |
| Essex Bank | 0.29% | Add +17.2% | 26,104 | $1.3M |
| Paladin Advisory Group, LLC | 0.88% | Reduce -2.1% | 25,964 | $1.3M |
| Bison Wealth, LLC | 0.12% | Add +245.1% | 25,757 | $1.3M |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -51.4% | 25,620 | $1.3M |
| FAS Wealth Partners, Inc. | 0.07% | Add +39.9% | 25,475 | $1.3M |
| NewSquare Capital LLC | 0.10% | Add +2.4% | 25,378 | $1.3M |
| Venturi Wealth Management, LLC | 0.05% | Add +7.7% | 24,771 | $1.3M |
| Core Wealth Advisors, Inc. | 0.25% | No change | 24,743 | $1.3M |
| Capstone Financial Advisors, Inc. | 0.06% | Add +128.3% | 24,448 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -19.0% | 24,357 | $1.2M |
| Sage Financial Group Inc. | 0.07% | Reduce -6.8% | 24,282 | $1.2M |
| KM Capital Management Ltd. | 0.58% | Reduce -2.7% | 24,095 | $1.2M |
| Soltis Investment Advisors LLC | 0.07% | Add +28.3% | 23,550 | $1.2M |
| Webster Bank, N. A. | 0.10% | Add +28.3% | 23,469 | $1.2M |
| Philip James Wealth Mangement, LLC | 0.14% | Reduce -3.2% | 23,298 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -11.5% | 23,010 | $1.2M |
| PFW Advisors LLC | 0.34% | Add +43.6% | 22,920 | $1.2M |
| Bristlecone Value Partners, LLC | 0.94% | Reduce -0.3% | 22,795 | $1.2M |
| Investment Advisory Services Group LLC | 0.85% | Add +29.6% | 22,771 | $1.2M |
| Argo Wealth Advisory, LLC | 0.64% | Add +2.4% | 22,752 | $1.2M |
| Sandy Cove Advisors, LLC | 0.29% | Reduce -12.0% | 22,720 | $1.2M |
| United Advisor Group, LLC | 0.12% | Reduce -1.3% | 22,635 | $1.2M |
| Mattson Financial Services, LLC | 0.24% | Add +51.5% | 22,180 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +388.3% | 21,892 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -2.3% | 21,886 | $1.1M |
| Pennsylvania Capital Management Inc. | 0.28% | Reduce -9.5% | 21,463 | $1.1M |
| Allen Capital Group, LLC | 0.09% | Reduce -10.6% | 21,359 | $1.1M |
| Clear Point Advisors Inc. | 0.95% | New | 21,022 | $1.1M |
| Directional Asset Management | 1.01% | Add +10.2% | 20,796 | $1.1M |
| IFG Advisory, LLC | 0.04% | New | 20,609 | $1.1M |
| Composition Wealth, LLC | 0.01% | New | 20,535 | $1.0M |
| Marion Wealth Management | 0.21% | Add +21.6% | 20,326 | $1.0M |
| Thompson Davis & Co., Inc. | 0.62% | No change | 20,301 | $1.0M |
| Belpointe Asset Management LLC | 0.03% | Add +52.7% | 20,197 | $1.0M |
| OLIO Financial Planning | 0.26% | Add +3.4% | 20,171 | $1.0M |
| Carlson Financial, Inc. | 0.52% | Add +0.1% | 20,150 | $1.0M |
| Entelevest, LLC | 0.90% | Add +21.9% | 20,100 | $1.0M |
| Tranquility Partners, LLC | 0.35% | No change | 20,049 | $1.0M |
| Cambient Family Office, LLC | 0.12% | New | 19,907 | $1.0M |
| Kuhn & Co Investment Counsel | 0.58% | Add +3.4% | 19,841 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | New | 19,813 | $1.0M |
| Paladin Wealth, LLC | 0.59% | Add +26.3% | 19,729 | $1.0M |
| Collaborative Wealth Managment Inc. | 0.42% | Add +6.8% | 19,700 | $1.0M |
| Money Concepts Capital Corp. | 0.05% | New | 19,627 | $1.0M |
| Brown Advisory Inc. | 0.00% | New | 19,615 | $1.0M |
| Rooted Wealth Advisors, Inc. | 0.24% | No change | 19,325 | $986K |
| Tradewinds, LLC. | 0.22% | New | 89,730 | $986K |
| Ritter Daniher Financial Advisory LLC / DE | 0.15% | Add +0.0% | 19,320 | $985K |
| JNBA Financial Advisors | 0.07% | No change | 18,907 | $964K |
| Kwmg, LLC | 0.07% | Reduce -7.0% | 18,844 | $961K |
| Adamsbrown Wealth Consultants LLC | 0.18% | Reduce -37.9% | 18,739 | $956K |
| Cypress Capital Group | 0.09% | Add +364.6% | 18,585 | $948K |
| HUB Investment Partners, LLC | 0.02% | New | 18,301 | $933K |
| First Manhattan Co. Llc. | 0.00% | Add +3.9% | 18,200 | $928K |
| Carnegie Investment Counsel | 0.02% | Add +63.4% | 17,299 | $882K |
| Valmark Advisers, Inc. | 0.01% | Reduce -37.0% | 17,152 | $875K |
| Unique Wealth, LLC | 0.10% | Add +102.4% | 17,106 | $872K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +121.4% | 17,006 | $867K |
| Intergy Private Wealth, LLC | 0.20% | Reduce -1.9% | 16,896 | $862K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -10.9% | 16,857 | $860K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.8% | 16,609 | $847K |
| BHK Investment Advisors, LLC | 0.24% | No change | 16,000 | $816K |
| Nuveen, LLC | 0.00% | New | 15,816 | $807K |
| Boston Family Office LLC | 0.05% | Reduce -3.0% | 15,674 | $799K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -1.0% | 15,544 | $793K |
| Tenet Wealth Partners, LLC | 0.59% | — | 15,561 | $792K |
| Beese Fulmer Investment Management, Inc. | 0.05% | No change | 15,436 | $787K |
| Klingman & Associates, LLC | 0.03% | Reduce -87.4% | 15,293 | $780K |
| Presidio Capital Management, LLC | 0.19% | Add +6.5% | 15,259 | $778K |
| Madrid Wealth Management, LLC | 0.51% | Add +4.8% | 15,245 | $777K |
| Kingsview Wealth Management, LLC | 0.01% | Add +46.3% | 15,196 | $775K |
| Mallini Complete Financial Planning LLC | 0.61% | Add +0.7% | 15,092 | $770K |
| Ruggaard & Associates LLC | 0.27% | Add +15.5% | 14,870 | $758K |
| Oasis Advisors, LLC | 0.49% | Reduce -98.9% | 14,827 | $756K |
| McDonald Partners LLC | 0.18% | No change | 14,600 | $745K |
| Copper Harbor Investment Advisors, LLC | 0.16% | — | 14,464 | $738K |
| Eagle Bluffs Wealth Management LLC | 0.25% | Reduce -7.7% | 14,442 | $737K |
| Fifth Third Bancorp | 0.00% | Add +3.0% | 14,437 | $736K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +22.9% | 14,354 | $732K |
| Cozad Asset Management Inc. | 0.05% | Add +16.1% | 14,178 | $723K |
| Indivisible Partners | 0.04% | Reduce -4.4% | 14,159 | $722K |
| Fourth Dimension Wealth, LLC | 0.23% | Reduce -13.2% | 14,077 | $718K |
| Quantify Chaos Advisors, LLC | 1.97% | Add +136.3% | 13,727 | $700K |
| One Capital Management, LLC | 0.02% | No change | 13,592 | $693K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -54.3% | 13,459 | $686K |
| Principal Securities, Inc. | 0.01% | Add +7.0% | 13,283 | $677K |
| Argent Advisors, Inc. | 0.17% | Reduce -22.2% | 13,198 | $673K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -1.3% | 13,183 | $672K |
| Acropolis Investment Management, LLC | 0.03% | No change | 13,148 | $671K |
| XY Planning Network, Inc. | 0.08% | New | 12,931 | $659K |
| Curran Financial Partners, LLC | 0.10% | Add +78.0% | 12,856 | $656K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -13.8% | 12,834 | $655K |
| Souders Financial Advisors | 0.06% | Reduce -4.4% | 12,280 | $626K |
| Dakota Wealth Management | 0.01% | No change | 12,245 | $624K |
| San Luis Wealth Advisors LLC | 0.09% | Reduce -64.4% | 12,223 | $623K |
| Members Wealth LLC | 0.34% | Add +24.4% | 12,220 | $623K |
| Occidental Asset Management, LLC | 0.06% | Add +26.1% | 12,173 | $621K |
| Old Port Advisors | 0.12% | Reduce -7.4% | 12,059 | $615K |
| Genesis Private Wealth, LLC | 0.17% | Reduce -0.4% | 12,052 | $615K |
| Strategic Blueprint, LLC | 0.03% | Reduce -16.2% | 11,909 | $607K |
| Meridian Financial Advisors, LLC | 0.29% | Add +34.9% | 11,900 | $607K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 11,750 | $599K |
| ProCore Advisors, LLC | 0.74% | No change | 11,700 | $597K |
| Ariadne Wealth Management, LP | 0.26% | Reduce -44.8% | 11,628 | $593K |
| Eagle Harbor Asset Management Inc. | 0.46% | No change | 11,451 | $584K |
| Centurion Wealth Management LLC | 0.14% | No change | 11,352 | $579K |
| Claro Advisors Inc. | 0.06% | Reduce -4.5% | 11,334 | $578K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +24.1% | 11,221 | $572K |
| Trustmark Bank Trust Department | 0.03% | Add +2.8% | 11,186 | $570K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 11,150 | $568K |
| Blair William & Co. | 0.00% | Add +11.4% | 11,055 | $564K |
| Family Office Research LLC | 0.21% | Add +0.6% | 10,978 | $560K |
| Aletheian Wealth Advisors LLC | 0.24% | Add +1.6% | 10,900 | $556K |
| Gradient Capital Advisors, LLC | 0.13% | Add +7.3% | 10,859 | $554K |
| Brown Financial Advisors | 0.19% | Add +19.5% | 10,853 | $554K |
| BlackDiamond Wealth Management, LLC | 0.22% | Add +0.4% | 10,809 | $550K |
| IMZ Advisory Inc | 0.17% | Reduce -86.3% | 10,731 | $547K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -92.8% | 10,674 | $544K |
| Redmond Asset Management, LLC | 0.13% | No change | 10,600 | $541K |
| Tempo Wealth, LLC | 0.08% | New | 10,529 | $537K |
| Oakwell Private Wealth Management, LLC | 0.09% | No change | 10,514 | $536K |
| Hartford Financial Management Inc. | 0.12% | Reduce -0.2% | 10,412 | $531K |
| Thryve Wealth Management LLC | 0.30% | Reduce -0.0% | 10,404 | $531K |
| Benjamin Edwards Inc. | 0.00% | Add +3.5% | 10,335 | $528K |
| Verdence Capital Advisors LLC | 0.03% | No change | 10,254 | $523K |
| Key Financial Inc | 0.09% | Reduce -28.0% | 10,210 | $521K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.3% | 9,966 | $508K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -32.9% | 9,949 | $507K |
| STAR Financial Bank | 0.20% | New | 9,858 | $503K |
| Entrewealth, LLC | 0.19% | Add +0.8% | 9,846 | $501K |
| Petix & Botte Co | 0.10% | New | 9,806 | $500K |
| Rossby Financial, LCC | 0.09% | Add +8.6% | 9,697 | $495K |
| Avaii Wealth Management, LLC | 0.15% | Reduce -2.0% | 9,690 | $494K |
| Keating Financial Advisory Services, Inc. | 0.06% | Add +9.6% | 9,595 | $489K |
| Brookwood Investment Group LLC | 0.06% | Add +14.5% | 9,547 | $487K |
| WNY Asset Management, LLC | 0.04% | No change | 9,483 | $484K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -9.1% | 9,448 | $482K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.7% | 9,129 | $466K |
| LiftPoint Family Wealth Advisors LLC | 0.31% | Add +119.3% | 9,025 | $460K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -60.7% | 8,991 | $459K |
| Prospera Financial Services Inc | 0.01% | Reduce -77.8% | 8,965 | $457K |
| C M Bidwell & Associates Ltd. | 0.18% | No change | 8,865 | $452K |
| Peak Financial Advisors LLC | 0.19% | Add +95.0% | 8,823 | $450K |
| Curbstone Financial Management Corp | 0.08% | No change | 8,800 | $449K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 8,800 | $449K |
| Csenge Advisory Group | 0.02% | Add +0.0% | 8,795 | $449K |
| Sincerus Advisory, LLC | 0.30% | Add +1.5% | 8,762 | $447K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -9.9% | 8,600 | $439K |
| Novem Group | 0.04% | Reduce -5.6% | 8,595 | $438K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +29.2% | 8,372 | $427K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,110 | $414K |
| Shore Point Advisors, LLC | 0.14% | Reduce -16.0% | 8,098 | $413K |
| Lifelong Wealth Advisors, Inc. | 0.10% | Reduce -39.0% | 8,072 | $412K |
| Smithbridge Asset Management Inc. | 0.06% | Add +8.8% | 8,059 | $411K |
| M Wealth Management, LLC | 0.31% | Add +0.7% | 7,863 | $401K |
| Procyon Advisors, LLC | 0.02% | No change | 7,855 | $401K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | Reduce -14.4% | 7,832 | $399K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -2.4% | 7,817 | $399K |
| Argent Trust Co | 0.01% | Add +5.5% | 7,795 | $398K |
| Sonata Capital Group Inc. | 0.13% | No change | 7,792 | $397K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.7% | 7,687 | $392K |
| 1015 Capital Partners, LLC | 0.33% | No change | 7,680 | $392K |
| Arkadios Wealth Advisors | 0.01% | Add +26.3% | 7,530 | $384K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +11.4% | 7,514 | $383K |
| Colonial River Investments, LLC | 0.11% | Add +46.0% | 7,494 | $382K |
| UMB Bank, n.a. | 0.00% | No change | 7,493 | $382K |
| Midwestern Financial, LLC | 0.27% | Add +0.7% | 7,464 | $381K |
| WealthCare Investment Partners, LLC | 0.09% | Reduce -0.0% | 7,212 | $368K |
| Stephens Inc. | 0.00% | No change | 7,149 | $365K |
| Stonebrook Private Inc. | 0.07% | New | 7,128 | $364K |
| Verus Capital Partners, LLC | 0.02% | Reduce -52.8% | 7,107 | $362K |
| Tidemark, LLC | 0.08% | New | 7,057 | $360K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,950 | $354K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -0.1% | 6,891 | $351K |
| MCF Advisors LLC | 0.01% | Add +82.8% | 6,890 | $351K |
| First Foundation Advisors | 0.01% | Reduce -0.6% | 6,774 | $345K |
| CAP Partners, LLC | 0.17% | Reduce -1.0% | 6,769 | $345K |
| Chokshi & Queen Wealth Advisors, Inc | 0.16% | No change | 6,751 | $344K |
| Flagstar Securities, Inc. | 0.10% | Add +0.6% | 6,727 | $343K |
| Schwallier Wealth Management LLC | 0.21% | Reduce -12.4% | 6,607 | $337K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,574 | $335K |
| Tortuga Wealth Management, Inc | 0.25% | Reduce -6.9% | 6,548 | $334K |
| Fullerton Advisors, LLC | 0.31% | Reduce -0.3% | 6,518 | $332K |
| Triumph Capital Management | 0.06% | Add +17.7% | 6,515 | $332K |
| Lifestyle Asset Management, Inc. | 0.09% | No change | 6,440 | $328K |
| Balefire, LLC | 0.05% | No change | 6,410 | $327K |
| Hutchinson Capital Management | 0.06% | No change | 6,398 | $326K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +5.6% | 6,306 | $322K |
| Gill Capital Partners, LLC | 0.08% | No change | 6,276 | $320K |
| Gerald Baker Financial Group LLC | 0.09% | Add +7.4% | 6,267 | $320K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.4% | 6,139 | $313K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,135 | $312K |
| Ballentine Partners, LLC | 0.00% | Reduce -9.8% | 6,109 | $312K |
| Global Trust Asset Management, LLC | 0.10% | Reduce -4.7% | 6,050 | $309K |
| Yarger Wealth Strategies, LLC | 0.11% | Reduce -33.9% | 6,056 | $308K |
| Town Capital LLC | 0.19% | Reduce -33.3% | 6,019 | $307K |
| Shayne & Jacobs, LLC | 0.09% | No change | 6,000 | $306K |
| Rothschild Capital Partners, LLC | 0.07% | No change | 5,980 | $305K |
| Horizon Family Wealth, Inc. | 0.14% | Add +18.4% | 5,974 | $305K |
| Private Wealth Group, LLC | 0.12% | Add +7.7% | 5,972 | $305K |
| Choice Wealth Advisors LLC | 0.11% | No change | 5,900 | $301K |
| Lineweaver Wealth Advisors, LLC | 0.04% | Add +0.5% | 5,891 | $300K |
| Segment Wealth Management, LLC | 0.02% | Reduce -86.9% | 5,870 | $299K |
| Mason & Associates Inc | 0.05% | Add +15.3% | 5,829 | $297K |
| Old Mission Capital LLC | 0.01% | New | 5,756 | $294K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,668 | $289K |
| Aurdan Capital Management, LLC | 0.07% | New | 5,624 | $287K |
| Sykon Capital LLC | 0.09% | Add +22.2% | 5,500 | $281K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -57.0% | 5,496 | $280K |
| Higgins & Schmidt Wealth Strategies LLC | 0.11% | Reduce -87.3% | 5,430 | $277K |
| Aspen Wealth Strategies, LLC | 0.13% | Reduce -58.1% | 5,398 | $275K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -46.8% | 5,395 | $275K |
| Sunflower Bank, N.A. | 0.06% | Reduce -65.9% | 5,313 | $271K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Add +32.5% | 5,284 | $269K |
| Western Wealth Management, LLC | 0.01% | Reduce -17.6% | 5,251 | $268K |
| Fiduciary Financial Advisors | 0.03% | New | 5,148 | $263K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +0.7% | 5,101 | $260K |
| Sentinel Trust Co. Lba | 0.02% | Reduce -43.5% | 5,099 | $260K |
| CWC Advisors, LLC. | 0.11% | New | 5,042 | $257K |
| Thoma Capital Management LLC | 0.14% | New | 5,012 | $256K |
| New Capital Management LP | 0.06% | No change | 5,003 | $255K |
| Keudell/Morrison Wealth Management | 0.05% | Add +17.4% | 4,935 | $252K |
| Herold Advisors, Inc. | 0.05% | No change | 4,802 | $247K |
| Harbor Group, Inc. | 0.03% | Add +0.7% | 4,771 | $243K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +2.5% | 4,735 | $242K |
| Zhang Financial LLC | 0.01% | New | 4,715 | $240K |
| 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 -1.1% | 4,625 | $236K |
| Centerline Wealth Advisors, LLC | 0.07% | Reduce -29.1% | 4,494 | $229K |
| Freedom Investment Management, Inc. | 0.06% | Add +0.2% | 4,456 | $227K |
| CVA Family Office, LLC | 0.02% | Add +55.1% | 4,437 | $226K |
| Roberts Wealth Advisors, LLC | 0.05% | New | 4,411 | $225K |
| SpringVest Wealth Management LLC | 0.14% | New | 4,400 | $224K |
| Semus Wealth Partners LLC | 0.11% | Add +0.7% | 4,362 | $222K |
| NewEdge Wealth, LLC | 0.00% | Reduce -16.2% | 4,361 | $222K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 4,324 | $221K |
| Westfuller Advisors, LLC | 0.08% | New | 4,207 | $215K |
| Allegheny Financial Group | 0.02% | New | 4,194 | $214K |
| Smartleaf Asset Management LLC | 0.01% | No change | 4,188 | $214K |
| Integrated Advisors Network LLC | 0.01% | New | 4,149 | $212K |
| Asio Capital, LLC | 0.03% | New | 4,100 | $209K |
| Sax Wealth Advisors, LLC | 0.01% | New | 4,094 | $209K |
| AE Wealth Management LLC | 0.00% | Reduce -13.7% | 4,018 | $205K |
| Saiph Capital, LLC | 0.06% | Reduce -11.1% | 4,000 | $204K |
| West Paces Advisors Inc. | 0.03% | Add +8.1% | 3,945 | $201K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -12.2% | 3,942 | $201K |
| Dogwood Wealth Management LLC | 0.08% | Reduce -9.4% | 3,848 | $196K |
| Transce3nd, LLC | 1.67% | Reduce -0.7% | 3,721 | $190K |
| Hills Bank & Trust Co | 0.01% | No change | 3,574 | $182K |
| NBH Bank | 0.07% | — | 3,259 | $166K |
| Birchwood Financial Partners, Inc. | 0.12% | Add +0.7% | 2,959 | $151K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,790 | $142K |
| GGM Financial LLC | 0.05% | Add +0.7% | 2,601 | $133K |
| Millstone Evans Group, LLC | 0.07% | No change | 2,600 | $133K |
| Colonial Trust Advisors | 0.01% | Add +0.6% | 2,465 | $126K |
| Cornerstone Financial Management LLC | 0.10% | No change | 2,450 | $125K |
| Longview Financial Advisors LLC | 0.05% | No change | 1,975 | $101K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,965 | $100K |
| Montag A & Associates Inc. | 0.00% | Reduce -78.9% | 1,820 | $93K |
| Park Place Capital Corp | 0.01% | Reduce -1.2% | 1,746 | $89K |
| EPG Wealth Management LLC | 0.02% | Add +0.6% | 1,688 | $86K |
| Clark Wealth Partners | 0.05% | Add +0.7% | 1,648 | $84K |
| Godfrey Financial Associates, Inc. | 0.05% | No change | 1,393 | $71K |
| Bessemer Group Inc. | 0.00% | New | 1,369 | $70K |
| GAMMA Investing LLC | 0.00% | No change | 1,155 | $59K |
| US Bancorp \de | 0.00% | No change | 1,153 | $59K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,145 | $58K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 884 | $45K |
| Financial Perspectives, Inc | 0.01% | No change | 833 | $42K |
| Essential Investment Partners LLC | 0.03% | No change | 700 | $36K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 701 | $36K |
| Midway Capital Research & Management | 0.03% | New | 688 | $35K |
| Rice Partnership, LLC | 0.00% | Reduce -27.9% | 681 | $35K |
| Financial Network Wealth Advisors LLC | 0.03% | Reduce -22.6% | 673 | $34K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -19.7% | 632 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -70.0% | 489 | $25K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 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 |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 227 | $12K |
| Creative Financial Designs Inc. | 0.00% | Reduce -62.5% | 188 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.1% | 8 | $408 |
"% 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.