JPMorgan Municipal ETFJMUBETF
13F holders, Q1 2026 (March 31)500holders +17
47new positions
31sold out
2famous investors
$49.99avg. 13F price*
At the end of Q1 2026, 500 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 17 from Q4 2025. 47 opened new positions and 31 sold out. The largest holders were JPMorgan Chase & Co. ($641.8M), LPL Financial LLC ($310.2M) and Northwestern Mutual Wealth Management Co. ($238.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Municipal ETF
- CUSIP
- 46641Q647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $59.6M |
| Exits | 31 | $22.7M |
All 13F filers, Q4 2025 → Q1 2026: 12,901,404 shares bought and 4,260,647 shares sold, net +8,640,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| JPMorgan Chase & Co. | 0.04% | Reduce -5.5% | 12,848,462 | $641.8M |
| LPL Financial LLC | 0.08% | Add +12.2% | 6,205,269 | $310.2M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +14.7% | 4,769,633 | $238.4M |
| Meeder Advisory Services, Inc. | 8.91% | Add +32.5% | 4,262,379 | $213.1M |
| Cetera Investment Advisers | 0.19% | Add +26.5% | 3,635,444 | $181.7M |
| Ameriprise Financial Inc. | 0.03% | Add +4.3% | 2,874,466 | $143.7M |
| Bank of America Corp. | 0.01% | Add +24.0% | 2,735,757 | $136.8M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Reduce -16.5% | 2,268,233 | $113.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +19.5% | 1,913,312 | $95.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -10.5% | 1,738,543 | $86.9M |
| Jones Financial Companies LLLP | 0.03% | Add +87.9% | 1,419,775 | $70.8M |
| 1900 Wealth Management LLC | 4.51% | Add +12.8% | 1,405,829 | $70.3M |
| Captrust Financial Advisors | 0.11% | Add +5.7% | 1,282,009 | $64.1M |
| Forvis Mazars Wealth Advisors, LLC | 1.20% | Add +3.1% | 1,268,632 | $63.4M |
| Avantax Planning Partners, Inc. | 1.70% | Reduce -0.8% | 1,241,164 | $62.0M |
| Morgan Stanley | 0.00% | Add +55.1% | 1,165,257 | $58.3M |
| Integrated Wealth Concepts LLC | 0.40% | Add +62.5% | 1,004,237 | $50.2M |
| Osaic Holdings, Inc. | 0.07% | Add +8.9% | 976,679 | $48.8M |
| Asio Capital, LLC | 6.45% | Add +43.0% | 918,139 | $45.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +10.3% | 878,104 | $43.9M |
| Orion Porfolio Solutions, LLC | 0.37% | Add +17.6% | 876,735 | $43.8M |
| HighTower Advisors, LLC | 0.04% | Add +1.8% | 824,543 | $41.2M |
| G2 Capital Management, LLC / Oh | 9.70% | Add +2.1% | 797,923 | $39.9M |
| Dynasty Wealth Management, LLC | 0.35% | Add +96.8% | 797,261 | $39.9M |
| CENTRAL TRUST Co | 0.76% | Add +8.2% | 775,337 | $38.8M |
| Equitable Holdings, Inc. | 0.24% | Add +5.9% | 734,664 | $37.1M |
| Collective Family Office LLC | 8.13% | Add +1.6% | 722,425 | $36.1M |
| Bailard, Inc. | 0.78% | Reduce -14.4% | 680,094 | $34.0M |
| Corient Private Wealth LP | 0.05% | Reduce -8.6% | 676,289 | $33.8M |
| Jane Street Group, LLC | 0.04% | Add +666.7% | 656,427 | $32.8M |
| MAI Capital Management | 0.19% | Add +2.5% | 653,639 | $32.7M |
| Cwm, LLC | 0.08% | Add +22.7% | 632,187 | $31.6M |
| TIAA Wealth Investment Management LLC | 0.24% | — | 625,027 | $31.2M |
| Assetmark, Inc. | 0.06% | Reduce -1.6% | 619,097 | $30.9M |
| Tortoise Investment Management, LLC | 2.44% | Add +11.5% | 591,139 | $29.6M |
| Bridgewater Advisors Inc. | 1.73% | Add +27.5% | 580,164 | $29.1M |
| MML Investors Services, LLC | 0.08% | Reduce -0.6% | 564,091 | $28.2M |
| ABLE Financial Group, LLC | 4.81% | Add +7.4% | 491,448 | $24.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.9% | 485,196 | $24.3M |
| OpenArc Corporate Advisory, LLC | 0.34% | Add +104.4% | 481,579 | $24.1M |
| Clearwater Capital Advisors, LLC | 1.94% | Add +30.1% | 480,429 | $24.0M |
| Larson Financial Group LLC | 0.77% | Add +10.1% | 479,135 | $24.0M |
| Avidian Wealth Enterprises, LLC | 0.76% | Add +11.6% | 476,674 | $23.8M |
| Mather Group, Llc. | 0.24% | Add +4.5% | 475,253 | $23.8M |
| Nolet Wealth Management, LLC | 13.34% | Reduce -4.4% | 468,963 | $23.4M |
| Smith & Howard Wealth Management, LLC | 4.85% | Add +6.2% | 448,927 | $22.4M |
| Wells Fargo & Company | 0.00% | Add +121.8% | 434,233 | $21.7M |
| Truist Financial Corp. | 0.03% | Reduce -0.6% | 432,972 | $21.6M |
| IAG Wealth Partners, LLC | 2.31% | Add +2.6% | 413,210 | $20.7M |
| Amplius Wealth Advisors, LLC | 1.60% | Add +15.2% | 384,602 | $19.2M |
| Invenio Wealth Partners LLC | 7.55% | Reduce -2.5% | 380,546 | $19.0M |
| Lebenthal Global Advisors, LLC | 2.75% | Reduce -18.5% | 378,881 | $18.9M |
| Summit Financial, LLC | 0.23% | Add +23.8% | 355,384 | $17.8M |
| CGN Advisors LLC | 1.39% | Reduce -0.3% | 351,481 | $17.6M |
| CFO4Life Group, LLC | 2.48% | Add +0.8% | 325,661 | $16.3M |
| BlueStem Wealth Partners, LLC | 1.80% | Add +21.2% | 323,783 | $16.2M |
| Wealth Alliance Advisory Group, LLC | 2.51% | Add +58.2% | 316,909 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -5.0% | 310,917 | $15.5M |
| Harbor Group, Inc. | 2.23% | Add +108.7% | 309,076 | $15.5M |
| PW Advisors, LLC \ FL | 11.14% | Add +10.1% | 297,350 | $14.9M |
| Apollon Wealth Management, LLC | 0.24% | Add +4.5% | 294,227 | $14.7M |
| Per Stirling Capital Management, LLC. | 1.59% | Add +15.3% | 288,195 | $14.4M |
| Clear Trail Advisors, LLC | 2.37% | New | 285,209 | $14.3M |
| Hartford Financial Management Inc. | 3.62% | Add +5.7% | 284,481 | $14.2M |
| Savant Capital, LLC | 0.07% | Add +18.4% | 282,023 | $14.1M |
| Chesley Taft & Associates LLC | 0.59% | Add +10.9% | 280,702 | $14.0M |
| Magnus Financial Group LLC | 1.13% | Add +3.1% | 277,004 | $13.8M |
| Diversified Portfolios, Inc. | 1.11% | Reduce -4.7% | 271,206 | $13.6M |
| Condor Capital Management | 1.10% | Add +1.8% | 262,256 | $13.1M |
| Allworth Financial LP | 0.05% | Add +21.5% | 258,177 | $12.9M |
| Sagespring Wealth Partners, LLC | 0.23% | Add +11.9% | 247,726 | $12.4M |
| Leverty Financial Group, LLC | 2.70% | Add +7.1% | 244,105 | $12.2M |
| HTG Investment Advisors, Inc. | 3.38% | Add +4.7% | 236,875 | $11.8M |
| Baron Silver Stevens Financial Advisors, LLC | 1.70% | Add +7.4% | 234,829 | $11.7M |
| AllGen Financial Advisors, Inc. | 2.76% | Reduce -7.0% | 232,785 | $11.6M |
| Aspen Wealth Management LLC | 2.32% | Reduce -34.8% | 232,191 | $11.6M |
| Lido Advisors, LLC | 0.05% | Reduce -35.8% | 229,526 | $11.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +1424.7% | 227,954 | $11.4M |
| Legacy Financial Advisors, Inc. | 1.58% | Reduce -0.1% | 225,720 | $11.3M |
| Syntegra Private Wealth Group, LLC | 1.03% | Add +3.0% | 217,554 | $10.9M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +47.3% | 211,011 | $10.5M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +7.6% | 208,705 | $10.4M |
| Verus Capital Partners, LLC | 0.72% | Add +12.9% | 208,139 | $10.4M |
| Private Advisor Group, LLC | 0.05% | Add +30.1% | 207,543 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +7.0% | 204,242 | $10.2M |
| Dodds Wealth, LLC | 2.48% | Add +53.7% | 202,206 | $10.1M |
| Capital Analysts, LLC | 0.26% | Add +8.6% | 199,669 | $10.0M |
| Simon Quick Advisors, LLC | 0.46% | Add +43.0% | 199,446 | $10.0M |
| Keudell/Morrison Wealth Management | 2.03% | Add +15.3% | 198,921 | $9.9M |
| Cornerstone Wealth Management, LLC | 0.49% | Add +1.6% | 197,857 | $9.9M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -2.8% | 192,455 | $9.6M |
| Founders Financial Securities LLC | 0.54% | Add +19.3% | 190,822 | $9.6M |
| Signature Estate & Investment Advisors LLC | 0.19% | Reduce -10.2% | 188,109 | $9.4M |
| Rosenberg Matthew Hamilton | 1.90% | Add +14.3% | 185,564 | $9.3M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +31.3% | 181,672 | $9.1M |
| Oakwell Private Wealth Management, LLC | 1.56% | Add +3.5% | 174,454 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 165,888 | $8.3M |
| Summit Financial Strategies, Inc. | 0.62% | Add +19.3% | 157,489 | $7.9M |
| United Capital Financial Advisors, LLC | 0.05% | Add +12.0% | 156,777 | $7.8M |
| Skyline Advisors, Inc. | 2.72% | Add +10.6% | 155,768 | $7.8M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -1.5% | 153,858 | $7.7M |
| 21 West Wealth Management LLC | 7.12% | Add +2.4% | 153,376 | $7.7M |
| RiverFront Investment Group, LLC | 0.11% | Add +13.0% | 146,996 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +28.6% | 145,315 | $7.3M |
| CVA Family Office, LLC | 0.76% | Add +17.1% | 144,615 | $7.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 144,235 | $7.2M |
| Retirement Income Solutions, Inc. | 1.21% | Reduce -0.6% | 141,486 | $7.1M |
| Keyvantage Wealth, LLC | 3.09% | Add +0.3% | 140,510 | $7.0M |
| Citadel Advisors | 0.01% | Reduce -49.6% | 139,358 | $7.0M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.1% | 135,249 | $6.8M |
| AdvisorNet Financial, Inc | 0.35% | Add +24.4% | 134,662 | $6.7M |
| Cahill Financial Advisors Inc. | 0.73% | Add +23.5% | 134,623 | $6.7M |
| Brio Consultants, LLC | 0.82% | Add +0.6% | 132,932 | $6.7M |
| Baker Tilly Wealth Management, LLC | 1.59% | Reduce -1.1% | 130,894 | $6.5M |
| Newman Dignan & Sheerar, Inc. | 1.38% | Add +6.3% | 130,834 | $6.5M |
| Boulder Wealth Advisors, LLC | 2.60% | Reduce -15.1% | 130,149 | $6.5M |
| Farther Finance Advisors, LLC | 0.06% | Add +212.6% | 125,934 | $6.3M |
| JFS Wealth Advisors, LLC | 0.35% | Add +4.0% | 125,591 | $6.3M |
| Modern Wealth Management, LLC | 0.10% | New | 119,575 | $6.0M |
| Retirement Planning Group, LLC | 0.18% | Add +43.9% | 118,963 | $5.9M |
| Principal Securities, Inc. | 0.09% | Add +29.5% | 118,715 | $5.9M |
| TD Capital Management LLC | 0.51% | Add +25.8% | 112,837 | $5.6M |
| WealthCare Investment Partners, LLC | 1.53% | Add +96.5% | 110,344 | $5.5M |
| Uniting Wealth Partners, LLC | 1.14% | New | 107,162 | $5.4M |
| Boston Standard Wealth Management, LLC | 0.87% | Add +4.3% | 105,688 | $5.3M |
| TruWealth Advisors, LLC | 0.25% | Add +0.9% | 104,564 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +24.8% | 104,225 | $5.2M |
| Summit Wealth Partners, LLC | 0.82% | No change | 104,126 | $5.2M |
| Park Avenue Securities LLC | 0.04% | Add +34.3% | 103,675 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +52.2% | 103,166 | $5.2M |
| HighPoint Advisor Group LLC | 0.21% | Add +48.2% | 102,436 | $5.1M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +4.3% | 101,774 | $5.1M |
| Private Wealth Management Group, LLC | 1.29% | Add +5.1% | 98,150 | $4.9M |
| Shotwell Rutter Baer Inc | 2.70% | Add +65.8% | 92,000 | $4.6M |
| Landmark Wealth Management, LLC | 1.20% | Add +19.6% | 89,707 | $4.5M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -8.0% | 89,597 | $4.5M |
| Hughes Financial Services, LLC | 0.69% | Add +7.8% | 89,417 | $4.5M |
| Benjamin Edwards Inc. | 0.04% | Add +168.2% | 88,235 | $4.4M |
| NewEdge Wealth, LLC | 0.05% | Reduce -12.0% | 87,854 | $4.4M |
| New Insight Wealth Advisors | 1.57% | Add +82.3% | 87,844 | $4.4M |
| Visionary Wealth Advisors | 0.19% | Reduce -1.8% | 86,286 | $4.3M |
| LWM Advisory Services, LLC | 4.56% | Reduce -46.2% | 85,353 | $4.3M |
| Washington Trust Bank | 0.31% | Reduce -26.6% | 82,925 | $4.1M |
| Vicus Capital | 0.30% | Add +0.4% | 81,712 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1478.0% | 80,101 | $4.0M |
| Jacobi Capital Management LLC | 0.22% | Add +55.6% | 79,696 | $4.0M |
| Resonant Capital Advisors, LLC | 0.21% | Reduce -2.7% | 78,223 | $3.9M |
| Focus Partners Wealth | 0.00% | Reduce -43.3% | 77,296 | $3.9M |
| Mariner, LLC | 0.00% | Add +0.8% | 76,550 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.7% | 76,036 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.8% | 75,627 | $3.8M |
| Old Mission Capital LLC | 0.09% | Add +288.7% | 75,159 | $3.8M |
| Unique Wealth Strategies, LLC | 1.49% | Add +13.8% | 72,900 | $3.6M |
| Foster & Motley Inc. | 0.19% | New | 72,615 | $3.6M |
| Capital Advisors Wealth Management, LLC | 0.49% | Add +44.7% | 72,282 | $3.6M |
| FMA Wealth Management, LLC | 2.39% | Reduce -1.5% | 71,753 | $3.6M |
| Intrua Financial, LLC | 0.38% | Add +3.6% | 71,665 | $3.6M |
| Daymark Wealth Partners, LLC | 0.11% | Add +27.8% | 71,259 | $3.6M |
| Red Mountain Financial, LLC | 3.33% | Add +2.1% | 70,711 | $3.5M |
| Independent Advisor Alliance | 0.04% | New | 68,594 | $3.4M |
| Quadcap Wealth Management, LLC | 0.38% | Add +8.9% | 67,383 | $3.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +50.5% | 66,811 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Add +14.0% | 64,543 | $3.2M |
| Silver Oak Wealth Advisors Services, LLC | 2.06% | Add +0.8% | 63,487 | $3.2M |
| Crumly & Associates Inc. | 0.67% | Add +31.8% | 63,316 | $3.2M |
| Clark Capital Management Group, Inc. | 0.02% | Add +117.5% | 60,692 | $3.0M |
| Opal Wealth Advisors, LLC | 0.68% | Reduce -34.8% | 60,414 | $3.0M |
| 5T Wealth, LLC | 1.19% | Add +3.3% | 60,028 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Add +2.6% | 59,370 | $3.0M |
| Breakwater Capital Group | 0.39% | Add +8.6% | 58,979 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.39% | Add +85.0% | 58,759 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.9% | 58,718 | $2.9M |
| Investment Planning Advisors, Inc. | 0.80% | Add +0.9% | 58,363 | $2.9M |
| Moss Adams Wealth Advisors LLC | 0.21% | Add +96.0% | 56,671 | $2.8M |
| Whitegate Investment Counselors, Inc. | 0.90% | Reduce -1.7% | 56,545 | $2.8M |
| UBS Group AG | 0.00% | Add +135.9% | 56,465 | $2.8M |
| Obermeyer Wealth Partners | 0.13% | Add +170.8% | 56,200 | $2.8M |
| Marmo Financial Group, LLC | 1.37% | Reduce -2.6% | 55,401 | $2.8M |
| Lineweaver Wealth Advisors, LLC | 0.37% | Add +4.8% | 54,645 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +13.9% | 54,479 | $2.7M |
| Prentice Wealth Management LLC | 0.58% | Reduce -29.1% | 51,775 | $2.6M |
| Financial Connections Group, Inc. | 0.89% | Reduce -6.5% | 51,033 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +6.8% | 50,655 | $2.5M |
| BTG Pactual Asset Management US LLC | 0.25% | Add +24.5% | 50,374 | $2.5M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Reduce -12.0% | 49,422 | $2.5M |
| American Trust | 0.22% | No change | 48,723 | $2.4M |
| First Financial Bank - Trust Division | 0.20% | Add +81.5% | 48,643 | $2.4M |
| Presidio Capital Management, LLC | 0.70% | Add +9.0% | 48,119 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 48,040 | $2.4M |
| Balance Wealth Partners LLC | 0.73% | Add +20.7% | 46,787 | $2.3M |
| IHT Wealth Management, LLC | 0.05% | Add +2.9% | 46,604 | $2.3M |
| Brady Martz Wealth Solutions, LLC | 0.40% | Reduce -1.6% | 46,519 | $2.3M |
| Higgins & Schmidt Wealth Strategies LLC | 1.06% | Reduce -9.5% | 46,518 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -70.8% | 46,279 | $2.3M |
| Apella Capital, LLC | 0.03% | New | 45,288 | $2.3M |
| Ascentis Independent Advisors | 0.17% | Add +239.5% | 45,486 | $2.3M |
| Equity Wealth Partners, LLC | 1.46% | Add +4.3% | 45,115 | $2.3M |
| Juno Financial Group LLC | 0.86% | Add +11.2% | 43,711 | $2.2M |
| 1015 Capital Partners, LLC | 2.11% | Add +25.7% | 43,498 | $2.2M |
| Mills Wealth Advisors LLC | 0.75% | Reduce -25.6% | 42,956 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +3474.0% | 42,888 | $2.1M |
| Wealthspire Retirement, LLC | 0.13% | Add +2.4% | 42,814 | $2.1M |
| Bridge Generations Wealth Management LLC | 1.22% | Add +20.9% | 42,601 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +17.1% | 42,385 | $2.1M |
| Smithbridge Asset Management Inc. | 0.31% | Reduce -29.1% | 41,776 | $2.1M |
| Bernardo Wealth Planning LLC | 0.41% | Add +16.5% | 41,642 | $2.1M |
| Valor Advisors LLC | 1.74% | No change | 41,085 | $2.1M |
| United Advisor Group, LLC | 0.25% | Add +30.7% | 40,973 | $2.0M |
| GFS Advisors, LLC | 0.13% | No change | 40,600 | $2.0M |
| Lavelle Capital LP | 1.25% | New | 40,339 | $2.0M |
| Principle Wealth Partners LLC | 0.11% | No change | 40,151 | $2.0M |
| SteelPeak Wealth, LLC | 0.06% | New | 39,375 | $2.0M |
| Compass Ion Advisors, LLC | 0.19% | New | 38,938 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.5% | 37,861 | $1.9M |
| McAdam, LLC | 0.08% | Reduce -6.6% | 37,304 | $1.9M |
| 49 Wealth Management, LLC | 0.14% | Add +3.5% | 36,888 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Add +151.8% | 36,103 | $1.8M |
| MBM Wealth Consultants, LLC | 0.41% | Reduce -4.1% | 35,982 | $1.8M |
| Level Four Advisory Services, LLC | 0.06% | Add +3.5% | 35,491 | $1.8M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -0.5% | 33,578 | $1.7M |
| Golden State Wealth Management, LLC | 0.18% | Add +4.9% | 33,462 | $1.7M |
| Spire Wealth Management | 0.06% | Add +10.1% | 33,301 | $1.7M |
| Storgate, LLC | 1.30% | Add +146.2% | 33,095 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +0.8% | 33,012 | $1.7M |
| Timmons Wealth Management, LLC | 1.55% | Add +1.2% | 32,708 | $1.6M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Add +11.3% | 32,653 | $1.6M |
| Philip James Wealth Mangement, LLC | 0.20% | Reduce -11.3% | 32,203 | $1.6M |
| Rice Partnership, LLC | 0.22% | New | 31,967 | $1.6M |
| Impact Investors, Inc | 1.09% | Reduce -3.4% | 31,405 | $1.6M |
| Sterling Investment Advisors, Ltd. | 0.28% | Add +92.5% | 30,800 | $1.5M |
| NBT Bank, N.A. | 0.10% | No change | 30,760 | $1.5M |
| Freedom Investment Management, Inc. | 0.46% | Add +3.9% | 30,729 | $1.5M |
| Marion Wealth Management | 0.34% | Add +9.6% | 30,521 | $1.5M |
| Seascape Capital Management | 0.44% | Add +90.6% | 30,500 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.14% | Add +5.5% | 30,197 | $1.5M |
| Marshall Financial Group, LLC | 0.24% | No change | 30,095 | $1.5M |
| Vise Technologies, Inc. | 0.03% | No change | 29,684 | $1.5M |
| Kooman & Associates | 0.45% | Reduce -5.8% | 29,915 | $1.5M |
| Inscription Capital, LLC | 0.16% | Add +0.3% | 29,717 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -1.8% | 29,289 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +20.6% | 29,082 | $1.5M |
| Daybright Advisory Services, Inc. | 0.40% | Add +23.1% | 28,985 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -66.7% | 28,600 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +293.1% | 28,091 | $1.4M |
| Beta Wealth Group, Inc. | 0.57% | Add +1.5% | 27,622 | $1.4M |
| TBH Global Asset Management, LLC | 0.28% | Reduce -92.2% | 27,527 | $1.4M |
| Wealth Alliance, LLC | 0.13% | Add +117.9% | 27,226 | $1.4M |
| Bernicke Wealth Management, Ltd. | 0.17% | Add +2.5% | 26,278 | $1.3M |
| Synergy Investment Management, LLC | 0.43% | Add +21.4% | 26,265 | $1.3M |
| Croban | 0.61% | Add +56.4% | 25,883 | $1.3M |
| Carter Financial, LLC | 1.12% | Add +72.0% | 25,659 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +1664.2% | 25,475 | $1.3M |
| &partners | 0.01% | Add +3.0% | 25,469 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +16.9% | 25,290 | $1.3M |
| Cyr Financial Inc. | 0.74% | Add +15.4% | 25,252 | $1.3M |
| Tandem Financial, LLC | 0.43% | New | 25,194 | $1.3M |
| Linscomb Wealth, Inc. | 0.06% | New | 24,909 | $1.2M |
| FAS Wealth Partners, Inc. | 0.08% | Add +2.2% | 24,830 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | New | 24,588 | $1.2M |
| Advyzon Investment Management, LLC | 0.11% | Add +57.7% | 24,769 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1820.6% | 24,641 | $1.2M |
| Private Trust Co. NA | 0.11% | Add +65.7% | 24,520 | $1.2M |
| Rossby Financial, LCC | 0.25% | New | 23,745 | $1.2M |
| Forum Private Client Group LLC | 0.39% | Add +22.2% | 23,588 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.2% | 23,318 | $1.2M |
| Immaculate Wealth Management LLC | 9.09% | — | 23,003 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +14.0% | 22,970 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -10.5% | 22,700 | $1.1M |
| NWF Advisory Services Inc. | 0.13% | Reduce -8.1% | 22,348 | $1.1M |
| Vista Investment Management | 0.37% | No change | 22,339 | $1.1M |
| FF Advisors,LLC | 0.45% | New | 22,100 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +22.1% | 21,553 | $1.1M |
| Leo Wealth, LLC | 0.08% | Add +29.7% | 21,313 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | Add +83.6% | 21,000 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -4.4% | 20,773 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +47.1% | 20,633 | $1.0M |
| Lockerman Financial Group, Inc. | 1.84% | Add +3.4% | 20,455 | $1.0M |
| Planning Directions Inc. | 0.51% | Add +0.9% | 20,066 | $1.0M |
| High Net Worth Advisory Group LLC | 0.23% | Reduce -0.2% | 20,000 | $1000K |
| Choreo, LLC | 0.01% | Add +46.8% | 19,881 | $994K |
| Apollon Financial, LLC | 0.14% | Reduce -7.0% | 19,725 | $986K |
| Friday Financial | 0.33% | Reduce -0.1% | 19,434 | $972K |
| BCGM Wealth Management, LLC | 0.24% | Add +0.5% | 19,185 | $959K |
| Collaborative Wealth Managment Inc. | 0.44% | Reduce -0.8% | 19,100 | $955K |
| Perennial Advisors, LLC | 0.16% | Add +6.1% | 18,850 | $942K |
| Creative Planning | 0.00% | Add +105.2% | 18,741 | $937K |
| WCG Wealth Advisors LLC | 0.03% | New | 18,472 | $923K |
| Brookwood Investment Group LLC | 0.12% | Reduce -1.2% | 18,339 | $917K |
| Compass Wealth Management, LLC | 0.39% | Reduce -0.2% | 18,136 | $907K |
| Crusonia Wealth Advisors LLC | 0.19% | Reduce -29.9% | 18,045 | $902K |
| Trustmark Bank Trust Department | 0.06% | Reduce -0.3% | 17,825 | $891K |
| SouthState Bank Corp | 0.04% | No change | 17,358 | $868K |
| Zhang Financial LLC | 0.03% | No change | 17,235 | $862K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.5% | 17,187 | $859K |
| Savvy Advisors, Inc. | 0.02% | Add +1.1% | 17,182 | $859K |
| Arkadios Wealth Advisors | 0.01% | Add +2.3% | 16,816 | $841K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | Add +454.6% | 16,815 | $841K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -21.7% | 16,792 | $839K |
| Sigma Planning Corp | 0.02% | Add +11.3% | 16,335 | $817K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -25.5% | 16,251 | $812K |
| Sequent Planning LLC | 0.20% | Add +103.4% | 16,187 | $809K |
| Kintra Wealth, LLC | 0.06% | Add +20.1% | 16,011 | $800K |
| Arbor Investment Advisors, LLC | 0.10% | No change | 15,720 | $786K |
| Cauble & Harre Wealth Management, Inc. | 0.62% | Reduce -35.3% | 15,400 | $774K |
| Financial Strategies Group, Inc. | 0.12% | Reduce -0.2% | 14,652 | $741K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -24.0% | 14,710 | $735K |
| Everest Financial Group LLC | 0.12% | Add +0.9% | 14,688 | $734K |
| D'Orazio & Associates, Inc. | 0.09% | Add +2.0% | 14,596 | $730K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 14,580 | $729K |
| Commonwealth Financial Services, LLC | 0.11% | Add +2.8% | 14,471 | $723K |
| Contango Wealth Management LLC | 0.82% | Reduce -0.2% | 14,018 | $701K |
| Western Wealth Management, LLC | 0.03% | Add +21.7% | 13,916 | $696K |
| Peterson Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 13,840 | $692K |
| Lakeridge Wealth Management LLC | 0.30% | Add +18.7% | 13,809 | $690K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.6% | 13,629 | $685K |
| Pure Financial Advisors, LLC | 0.01% | No change | 13,400 | $670K |
| Lifestyle Asset Management, Inc. | 0.21% | Add +10.4% | 13,068 | $653K |
| Barnes Wealth Management Group, Inc | 0.33% | Add +0.8% | 12,963 | $648K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.9% | 12,904 | $645K |
| Family Investment Center, Inc. | 0.12% | Add +10.3% | 12,903 | $645K |
| Crews Bank & Trust | 0.09% | Reduce -0.5% | 12,759 | $638K |
| Parallel Advisors, LLC | 0.01% | Add +167.2% | 12,620 | $631K |
| Bluedoor Private Wealth, LLC | 0.29% | Reduce -8.0% | 12,600 | $630K |
| Centerline Wealth Advisors, LLC | 0.23% | Reduce -17.6% | 12,532 | $626K |
| Red Reef Advisors LLC | 0.65% | No change | 12,425 | $621K |
| Entelevest, LLC | 0.64% | Add +70.2% | 12,356 | $618K |
| Drive Wealth Management, LLC | 0.13% | Add +22.3% | 11,989 | $599K |
| Clarity Retirement & Wealth, LLC | 0.47% | New | 11,709 | $585K |
| Lodestar Private Asset Management LLC | 0.06% | No change | 11,709 | $585K |
| Atria Investments, Inc | 0.01% | Add +2.7% | 11,403 | $570K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +8.2% | 11,340 | $567K |
| Tiaa Trust, National Association | 0.03% | Reduce -98.0% | 11,312 | $565K |
| Hicks Capital Management LLC | 0.55% | New | 11,090 | $554K |
| Boyum Wealth Architects LLC | 0.23% | Reduce -1.2% | 10,968 | $551K |
| Avestar Capital, LLC | 0.04% | New | 11,016 | $551K |
| Milestone Investment Advisors LLC | 0.13% | Add +2.8% | 10,898 | $545K |
| Cedar Point Capital Partners, LLC | 0.35% | Reduce -80.7% | 10,693 | $535K |
| Mallini Complete Financial Planning LLC | 0.46% | No change | 10,600 | $530K |
| Peck Wealth Management, LLC | 0.53% | Add +0.3% | 10,531 | $526K |
| Swmg, LLC | 0.15% | Reduce -3.6% | 10,506 | $525K |
| Gateway Wealth Partners, LLC | 0.02% | New | 10,494 | $525K |
| J. R. Prunier Capital Management LLC | 0.22% | Add +2.5% | 10,470 | $523K |
| GGM Financial LLC | 0.24% | Add +5.9% | 10,310 | $515K |
| Northern Trust Corp. | 0.00% | No change | 10,262 | $513K |
| Vawter Financial, Ltd. | 0.21% | Reduce -3.8% | 10,071 | $503K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -1.7% | 9,948 | $497K |
| Optima Capital LLC | 0.23% | Add +18.6% | 9,894 | $495K |
| Conrad Siegel Investment Advisors, Inc. | 0.09% | Add +21.7% | 9,875 | $494K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 9,785 | $489K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +13.3% | 9,631 | $481K |
| Jeter Robert S II | 0.47% | — | 9,334 | $470K |
| Mason & Associates Inc | 0.09% | Add +2.4% | 9,364 | $468K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -32.6% | 9,348 | $467K |
| Blue Water Asset Management | 0.16% | Add +0.9% | 9,301 | $465K |
| LeClair Wealth Partners LLC | 0.16% | New | 9,301 | $465K |
| Boyd Wealth Management, LLC | 0.20% | New | 9,259 | $463K |
| Choice Wealth Advisors LLC | 0.18% | No change | 9,131 | $456K |
| Nicolet Bankshares Inc. | 0.02% | New | 8,996 | $450K |
| Axis Wealth Partners, LLC | 0.24% | Add +24.0% | 8,954 | $448K |
| Saxon Interests, Inc. | 0.15% | No change | 8,890 | $444K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -9.7% | 8,857 | $443K |
| Unique Wealth, LLC | 0.06% | Reduce -56.6% | 8,816 | $441K |
| Arlington Financial Advisors, LLC | 0.06% | Add +25.2% | 8,748 | $437K |
| Global Financial Private Client, LLC | 0.14% | Reduce -1.1% | 8,690 | $434K |
| Quadrant Capital Group LLC | 0.01% | No change | 8,612 | $431K |
| Acima Private Wealth, LLC | 0.13% | No change | 8,599 | $430K |
| Calton & Associates, Inc. | 0.06% | Add +0.0% | 8,542 | $427K |
| NCM Capital Management, LLC | 0.15% | New | 8,500 | $425K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.9% | 8,455 | $423K |
| Crane Advisory, LLC | 0.06% | Add +2.1% | 8,345 | $421K |
| DAVENPORT & Co LLC | 0.00% | No change | 8,312 | $416K |
| Global Wealth Management Investment Advisory, Inc. | 0.06% | New | 7,997 | $400K |
| PDS Planning, Inc | 0.03% | Reduce -8.1% | 7,941 | $397K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -60.0% | 7,912 | $396K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | New | 7,872 | $393K |
| W.H. Cornerstone Investments Inc. | 0.24% | Add +0.1% | 7,627 | $381K |
| D.A. Davidson & Co. | 0.00% | Add +14.2% | 7,610 | $380K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -11.7% | 7,584 | $379K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,526 | $376K |
| Lionshead Wealth Management, LLC | 0.27% | Add +6.2% | 7,339 | $367K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.1% | 7,148 | $357K |
| Fiduciary Financial Advisors | 0.31% | — | 7,036 | $352K |
| Westmount Partners, LLC | 0.09% | New | 6,985 | $349K |
| Boston Family Office LLC | 0.02% | No change | 6,963 | $348K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.4% | 6,908 | $345K |
| Meridian Financial Advisors, LLC | 0.19% | No change | 6,892 | $345K |
| Bond & Devick Financial Network, Inc. | 0.10% | Add +0.3% | 6,843 | $342K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,785 | $339K |
| Genesis Private Wealth, LLC | 0.11% | Add +2.7% | 6,758 | $338K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 6,464 | $323K |
| Sierra Ocean, LLC | 0.26% | Add +0.9% | 6,297 | $315K |
| Teamwork Financial Advisors, LLC | 0.03% | Add +0.3% | 6,274 | $314K |
| Blair William & Co. | 0.00% | Reduce -39.5% | 6,254 | $313K |
| Stirlingshire Investments, Inc. | 0.27% | No change | 6,228 | $311K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.6% | 5,975 | $299K |
| Goodwin Investment Advisory | 0.35% | Add +2.0% | 5,912 | $296K |
| Signature Wealth Management Group | 0.11% | New | 5,792 | $290K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +10.3% | 5,778 | $289K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -1.3% | 5,685 | $284K |
| Integrity Wealth Advisors, Inc. | 0.17% | Add +29.3% | 5,674 | $284K |
| Balefire, LLC | 0.05% | Add +0.4% | 5,628 | $281K |
| Howard Wealth Management, LLC | 0.12% | Add +7.1% | 5,626 | $281K |
| Susquehanna International Group, LLP | 0.00% | New | 5,624 | $281K |
| Alpha Financial Partners LLC | 0.17% | Add +0.7% | 5,610 | $280K |
| Firestone Capital Management | 0.06% | Reduce -7.9% | 5,560 | $278K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -6.0% | 5,479 | $274K |
| Financial Partners Group, Inc | 0.03% | Add +0.6% | 5,467 | $273K |
| Certified Advisory Corp | 0.02% | No change | 5,314 | $266K |
| Saxony Capital Management, LLC | 0.15% | No change | 5,267 | $263K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.7% | 5,257 | $263K |
| Stone Summit Wealth LLC | 0.07% | Reduce -2.2% | 5,256 | $263K |
| StrongBox Wealth, LLC | 0.08% | Reduce -71.4% | 5,184 | $259K |
| Madison Wealth Partners, Inc | 0.04% | Add +0.3% | 5,102 | $255K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +1.6% | 5,083 | $253K |
| Centurion Wealth Management LLC | 0.06% | No change | 5,052 | $253K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 5,036 | $252K |
| One Capital Management, LLC | 0.01% | Reduce -11.0% | 5,020 | $251K |
| Lake Street Private Wealth, LLC | 0.03% | New | 5,000 | $250K |
| Charter Research & Investment Group, Inc. | 0.17% | Add +0.2% | 4,996 | $250K |
| Pennsylvania Capital Management Inc. | 0.07% | Add +4.9% | 4,919 | $246K |
| Stephens Inc. | 0.00% | No change | 4,868 | $243K |
| AE Wealth Management LLC | 0.00% | Add +51.7% | 4,844 | $242K |
| XTX Topco Ltd | 0.00% | New | 4,798 | $240K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 4,785 | $239K |
| Millington Financial Advisors, LLC | 0.10% | No change | 4,700 | $238K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,677 | $236K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -3.6% | 4,726 | $236K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -35.0% | 4,701 | $235K |
| FMR LLC | 0.00% | Add +629.6% | 4,604 | $230K |
| Sincerus Advisory, LLC | 0.17% | Add +10.7% | 4,584 | $229K |
| Signature Wealth Management Partners, LLC | 0.11% | No change | 4,578 | $229K |
| Buck Wealth Strategies, LLC | 0.03% | No change | 4,578 | $229K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 4,567 | $228K |
| Franklin Resources Inc. | 0.00% | Add +371.9% | 4,516 | $226K |
| Mgo One Seven LLC | 0.00% | Add +4.7% | 4,467 | $223K |
| Roberts Wealth Advisors, LLC | 0.06% | New | 4,389 | $219K |
| Northwest Financial Advisors | 0.42% | New | 4,385 | $219K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 4,340 | $217K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +0.1% | 4,307 | $215K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -88.9% | 4,229 | $211K |
| US Bancorp \de | 0.00% | Reduce -56.5% | 4,228 | $211K |
| Navigate Wealth Management, LLC | 0.15% | — | 4,174 | $211K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 4,196 | $210K |
| Independent Financial Group, LLC | 0.00% | No change | 4,141 | $207K |
| Arax Advisory Partners | 0.01% | Reduce -84.9% | 4,051 | $202K |
| Vanguard National Trust Co | 0.01% | — | 3,887 | $194K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +55.4% | 3,861 | $193K |
| Vision Retirement, LLC | 0.05% | Reduce -50.6% | 3,429 | $171K |
| Trust Co. of Toledo NA | 0.02% | Add +49.0% | 3,273 | $164K |
| Bokf, NA | 0.00% | Reduce -35.5% | 3,133 | $157K |
| Trust Co | 0.01% | Add +57.2% | 2,983 | $149K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.5% | 2,922 | $146K |
| Blueline Advisors LLC | 0.11% | Add +24.9% | 2,821 | $141K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.5% | 2,686 | $134K |
| Cary Street Partners Financial LLC | 0.00% | No change | 2,584 | $129K |
| Signature Equity Partners, LLC | 0.06% | Add +30.3% | 2,401 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.5% | 2,373 | $119K |
| Longview Financial Advisors LLC | 0.06% | No change | 2,300 | $115K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,178 | $109K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.8% | 2,032 | $102K |
| Smartleaf Asset Management LLC | 0.00% | Add +1352.3% | 1,612 | $81K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -1.4% | 1,365 | $68K |
| Legacy Wealth Managment, LLC | 0.03% | Add +302.2% | 1,275 | $64K |
| Essential Investment Partners LLC | 0.05% | Add +689.7% | 1,145 | $57K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.9% | 1,088 | $54K |
| Burk Holdings LLC | 0.02% | New | 988 | $49K |
| Lavaca Capital LLC | 0.01% | Add +0.8% | 959 | $48K |
| SHP Wealth Management | 0.00% | No change | 934 | $47K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 873 | $44K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 800 | $40K |
| Goodman Advisory Group, LLC | 0.01% | No change | 728 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.2% | 709 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 668 | $33K |
| Wellington Grp LLC | 0.01% | New | 625 | $31K |
| Godsey & Gibb, Inc. | 0.00% | No change | 541 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 500 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -51.6% | 426 | $21K |
| DecisionPoint Financial, LLC | 0.00% | New | 420 | $21K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 399 | $20K |
| Kingdom Financial Group LLC. | 0.01% | Add +1.0% | 399 | $20K |
| Basepoint Wealth LLC | 0.01% | New | 309 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +0.3% | 309 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 296 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 279 | $14K |
| Ameriflex Group, Inc. | 0.01% | No change | 240 | $12K |
| Colonial Trust Co / SC | 0.00% | No change | 211 | $11K |
| Creative Financial Designs Inc. | 0.00% | New | 200 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 194 | $10K |
| LM Advisors LLC | 0.04% | New | 388 | $8K |
| BNP Paribas Financial Markets | 0.00% | New | 149 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.7% | 148 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.3% | 147 | $7K |
| Axiom Investment Management LLC | 0.01% | — | 132 | $7K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 127 | $6K |
| Imprint Wealth LLC | 0.02% | No change | 85 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 76 | $4K |
| Quent Capital, LLC | 0.00% | No change | 44 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 22 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +60.0% | 16 | $799 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.