JPMorgan Municipal ETFJMUBETF
13F holders, Q2 2026 (June 30)511holders +11
47new positions
29sold out
2famous investors
$50.62avg. 13F price*
At the end of Q2 2026, 511 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 11 from Q1 2026. 47 opened new positions and 29 sold out. The largest holders were JPMorgan Chase & Co. ($614.1M), LPL Financial LLC ($343.1M) and Northwestern Mutual Wealth Management Co. ($266.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Municipal ETF
- CUSIP
- 46641Q647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $70.2M |
| Exits | 29 | $26.5M |
All 13F filers, Q1 2026 → Q2 2026: 12,998,998 shares bought and 3,724,622 shares sold, net +9,274,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| JPMorgan Chase & Co. | 0.04% | Reduce -5.7% | 12,119,839 | $614.1M |
| LPL Financial LLC | 0.08% | Add +9.2% | 6,772,836 | $343.1M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +10.3% | 5,262,506 | $266.6M |
| Meeder Advisory Services, Inc. | 8.14% | Add +3.0% | 4,389,856 | $222.4M |
| Cetera Investment Advisers | 0.19% | Add +12.5% | 4,089,282 | $207.1M |
| Ameriprise Financial Inc. | 0.03% | Add +13.3% | 3,257,514 | $165.0M |
| Jones Financial Companies LLLP | 0.06% | Add +120.1% | 3,124,556 | $158.2M |
| Bank of America Corp. | 0.01% | Add +8.5% | 2,969,076 | $150.4M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +15.9% | 2,629,605 | $132.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +14.3% | 2,186,706 | $110.8M |
| Raymond James Financial Inc. | 0.02% | Add +2.9% | 1,788,903 | $90.6M |
| Captrust Financial Advisors | 0.12% | Add +18.0% | 1,512,748 | $76.6M |
| 1900 Wealth Management LLC | 3.81% | Reduce -3.9% | 1,350,673 | $68.4M |
| Avantax Planning Partners, Inc. | 1.68% | Add +7.6% | 1,335,459 | $67.6M |
| Morgan Stanley | 0.00% | Add +7.9% | 1,257,661 | $63.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.06% | Reduce -1.0% | 1,255,802 | $63.6M |
| Dynasty Wealth Management, LLC | 0.43% | Add +43.8% | 1,146,449 | $58.1M |
| Osaic Holdings, Inc. | 0.06% | Add +10.3% | 1,076,926 | $54.6M |
| Integrated Wealth Concepts LLC | 0.34% | Add +3.1% | 1,035,056 | $52.4M |
| Rockefeller Capital Management L.P. | 0.08% | Add +13.1% | 993,028 | $50.3M |
| Asio Capital, LLC | 6.26% | Add +5.1% | 965,274 | $48.9M |
| Orion Porfolio Solutions, LLC | 0.34% | Reduce -0.3% | 873,906 | $44.3M |
| G2 Capital Management, LLC / Oh | 8.95% | Add +1.6% | 810,353 | $41.0M |
| CENTRAL TRUST Co | 0.73% | Add +2.3% | 793,283 | $40.2M |
| Equitable Holdings, Inc. | 0.23% | Add +1.8% | 748,040 | $37.9M |
| Collective Family Office LLC | 7.54% | Add +0.8% | 728,056 | $36.9M |
| MML Investors Services, LLC | 0.07% | Add +28.4% | 724,122 | $36.7M |
| TIAA Wealth Investment Management LLC | 0.23% | Add +10.1% | 688,121 | $34.9M |
| AllGen Financial Advisors, Inc. | 7.35% | Add +185.5% | 664,690 | $33.7M |
| Tortoise Investment Management, LLC | 2.51% | Add +12.4% | 664,214 | $33.6M |
| MAI Capital Management | 0.13% | Add +0.3% | 655,314 | $33.2M |
| Bailard, Inc. | 0.67% | Reduce -3.9% | 653,474 | $33.1M |
| OpenArc Corporate Advisory, LLC | 0.39% | Add +35.2% | 651,078 | $33.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -21.4% | 648,294 | $32.8M |
| Assetmark, Inc. | 0.06% | Add +3.7% | 641,928 | $32.5M |
| Corient Private Wealth LP | 0.04% | Reduce -11.3% | 599,909 | $30.4M |
| ABLE Financial Group, LLC | 4.95% | Add +18.5% | 582,550 | $29.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +13.8% | 551,894 | $28.0M |
| Larson Financial Group LLC | 0.72% | Add +12.2% | 537,668 | $27.2M |
| Lebenthal Global Advisors, LLC | 3.56% | Add +37.4% | 520,742 | $26.4M |
| Mather Group, Llc. | 0.23% | Add +8.8% | 516,975 | $26.2M |
| Avidian Wealth Enterprises, LLC | 0.71% | Add +5.7% | 504,030 | $25.5M |
| Clearwater Capital Advisors, LLC | 1.86% | Add +4.2% | 500,367 | $25.3M |
| Syntegra Private Wealth Group, LLC | 1.90% | Add +122.9% | 484,965 | $24.6M |
| Truist Financial Corp. | 0.03% | Add +9.8% | 475,402 | $24.1M |
| Amplius Wealth Advisors, LLC | 1.75% | Add +22.4% | 470,566 | $23.8M |
| Bridgewater Advisors Inc. | 1.20% | Reduce -23.4% | 444,537 | $22.1M |
| Smith & Howard Wealth Management, LLC | 4.51% | Reduce -3.5% | 432,992 | $21.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 426,082 | $21.6M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +3435.8% | 400,958 | $20.3M |
| IAG Wealth Partners, LLC | 2.01% | Reduce -3.2% | 400,095 | $20.3M |
| Invenio Wealth Partners LLC | 7.21% | Add +4.4% | 397,279 | $20.1M |
| Savant Capital, LLC | 0.06% | Add +36.5% | 385,070 | $19.5M |
| Diversified Portfolios, Inc. | 1.40% | Add +40.2% | 380,323 | $19.3M |
| Clear Trail Advisors, LLC | 2.86% | Add +29.6% | 369,734 | $18.7M |
| Sagespring Wealth Partners, LLC | 0.28% | Add +45.0% | 359,313 | $18.2M |
| Summit Financial, LLC | 0.20% | Add +0.4% | 356,903 | $18.1M |
| Apollon Wealth Management, LLC | 0.22% | Add +21.1% | 356,305 | $18.0M |
| Nolet Wealth Management, LLC | 9.69% | Reduce -26.1% | 346,476 | $17.6M |
| CGN Advisors LLC | 1.28% | Reduce -1.8% | 345,172 | $17.5M |
| Cardinal Strategic Wealth Guidance | 3.88% | New | 337,742 | $17.1M |
| CFO4Life Group, LLC | 2.27% | Add +1.9% | 331,936 | $16.8M |
| Arq Wealth Advisors, LLC | 2.08% | New | 336,222 | $16.8M |
| PW Advisors, LLC \ FL | 11.15% | Add +10.9% | 329,861 | $16.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.8% | 328,817 | $16.7M |
| Wealth Alliance Advisory Group, LLC | 2.37% | Add +2.2% | 323,908 | $16.4M |
| Harbor Group, Inc. | 1.86% | Add +1.3% | 313,229 | $15.9M |
| Chesley Taft & Associates LLC | 0.62% | Add +11.2% | 312,202 | $15.8M |
| Aspen Wealth Management LLC | 2.62% | Add +31.0% | 304,147 | $15.4M |
| Magnus Financial Group LLC | 1.04% | Add +4.6% | 289,678 | $14.7M |
| Per Stirling Capital Management, LLC. | 1.39% | Reduce -0.0% | 288,087 | $14.6M |
| Baron Silver Stevens Financial Advisors, LLC | 1.76% | Add +16.7% | 274,073 | $13.9M |
| OneDigital Investment Advisors LLC | 0.11% | Add +38.8% | 267,138 | $13.5M |
| Condor Capital Management | 1.01% | Add +1.2% | 265,506 | $13.4M |
| Modern Wealth Management, LLC | 0.16% | Add +119.0% | 261,910 | $13.3M |
| BlueStem Wealth Partners, LLC | 1.30% | Reduce -20.5% | 257,354 | $13.0M |
| Hartford Financial Management Inc. | 2.91% | Reduce -9.6% | 257,179 | $13.0M |
| Keyvantage Wealth, LLC | 4.93% | Add +82.9% | 256,993 | $13.0M |
| Peapack Gladstone Financial Corp. | 0.15% | Add +19.0% | 251,191 | $12.7M |
| Capital Analysts, LLC | 0.29% | Add +23.9% | 247,480 | $12.5M |
| HTG Investment Advisors, Inc. | 3.19% | Add +3.6% | 245,301 | $12.4M |
| Legacy Financial Advisors, Inc. | 1.42% | Add +2.2% | 230,771 | $11.7M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +24.2% | 225,686 | $11.4M |
| Renaissance Technologies | 0.02% | Add +686.3% | 224,887 | $11.4M |
| Leverty Financial Group, LLC | 2.21% | Reduce -8.1% | 224,288 | $11.4M |
| Dodds Wealth, LLC | 2.51% | Add +9.0% | 220,422 | $11.2M |
| Lido Advisors, LLC | 0.04% | Reduce -4.5% | 219,313 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +32.0% | 218,998 | $11.1M |
| Vise Technologies, Inc. | 0.12% | Add +611.1% | 211,096 | $10.7M |
| Rosenberg Matthew Hamilton | 1.99% | Add +13.6% | 210,875 | $10.7M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +5.9% | 209,551 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 209,537 | $10.6M |
| Verus Capital Partners, LLC | 0.57% | Add +0.5% | 209,101 | $10.6M |
| Keudell/Morrison Wealth Management | 1.96% | Add +2.9% | 204,595 | $10.4M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +8.4% | 203,952 | $10.3M |
| Founders Financial Securities LLC | 0.52% | Add +5.8% | 201,932 | $10.2M |
| Simon Quick Advisors, LLC | 0.41% | Add +0.9% | 201,271 | $10.2M |
| Retirement Planning Group, LLC | 0.25% | Add +62.9% | 193,799 | $9.8M |
| Oakwell Private Wealth Management, LLC | 1.58% | Add +7.7% | 187,820 | $9.5M |
| Natixis Advisors, LLC | 0.01% | Add +75.5% | 182,958 | $9.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -13.4% | 179,784 | $9.1M |
| United Capital Financial Advisors, LLC | 0.05% | Add +7.5% | 168,454 | $8.5M |
| Waverly Advisors, LLC | 0.05% | Add +159.2% | 167,312 | $8.5M |
| RiverFront Investment Group, LLC | 0.11% | Add +13.3% | 166,534 | $8.4M |
| Summit Financial Strategies, Inc. | 0.57% | Add +2.1% | 160,874 | $8.1M |
| Ameritas Advisory Services, LLC | 0.16% | Add +79.3% | 160,613 | $8.1M |
| 21 West Wealth Management LLC | 6.91% | Add +4.1% | 159,631 | $8.1M |
| Skyline Advisors, Inc. | 2.51% | Add +1.5% | 158,074 | $8.0M |
| Foster & Motley Inc. | 0.37% | Add +117.5% | 157,953 | $8.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.6% | 156,353 | $7.9M |
| Principal Securities, Inc. | 0.10% | Add +31.4% | 155,996 | $7.9M |
| Citadel Advisors | 0.00% | Add +11.4% | 155,263 | $7.9M |
| CVA Family Office, LLC | 0.70% | Add +5.3% | 152,292 | $7.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.4% | 150,599 | $7.6M |
| Baker Tilly Wealth Management, LLC | 1.63% | Add +14.3% | 149,599 | $7.6M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -5.0% | 146,169 | $7.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -31.0% | 144,042 | $7.3M |
| Retirement Income Solutions, Inc. | 1.20% | Reduce -1.4% | 139,531 | $7.0M |
| Brio Consultants, LLC | 0.82% | Add +3.4% | 137,455 | $7.0M |
| Newman Dignan & Sheerar, Inc. | 1.33% | Add +4.7% | 137,001 | $6.9M |
| AdvisorNet Financial, Inc | 0.31% | Add +1.0% | 136,030 | $6.9M |
| Merit Financial Group, LLC | 0.04% | Add +0.4% | 135,791 | $6.9M |
| Cahill Financial Advisors Inc. | 0.66% | Add +0.7% | 135,577 | $6.9M |
| JFS Wealth Advisors, LLC | 0.33% | Add +5.3% | 132,238 | $6.7M |
| Boulder Wealth Advisors, LLC | 2.41% | Add +0.4% | 130,633 | $6.6M |
| TD Capital Management LLC | 0.54% | Add +15.5% | 130,289 | $6.6M |
| Rice Partnership, LLC | 0.80% | Add +306.3% | 129,870 | $6.6M |
| Park Avenue Securities LLC | 0.04% | Add +22.8% | 127,268 | $6.4M |
| Axxcess Wealth Management, LLC | 0.10% | New | 126,012 | $6.4M |
| New Insight Wealth Advisors | 1.84% | Add +40.3% | 123,269 | $6.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +9.9% | 113,404 | $5.7M |
| Washington Trust Bank | 0.40% | Add +35.0% | 111,947 | $5.7M |
| Jane Street Group, LLC | 0.00% | Reduce -83.0% | 111,283 | $5.6M |
| Boston Standard Wealth Management, LLC | 0.80% | Add +4.0% | 109,873 | $5.5M |
| HighPoint Advisor Group LLC | 0.19% | Add +4.9% | 107,479 | $5.4M |
| Summit Wealth Partners, LLC | 0.77% | Add +2.4% | 106,601 | $5.4M |
| NewEdge Wealth, LLC | 0.05% | Add +20.7% | 106,023 | $5.4M |
| Crumly & Associates Inc. | 1.02% | Add +66.7% | 105,539 | $5.3M |
| Uniting Wealth Partners, LLC | 1.07% | Reduce -2.7% | 104,293 | $5.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +172.2% | 103,060 | $5.2M |
| Benjamin Edwards Inc. | 0.05% | Add +15.5% | 101,909 | $5.2M |
| Shotwell Rutter Baer Inc | 2.81% | Add +9.9% | 101,151 | $5.1M |
| Private Wealth Management Group, LLC | 1.18% | Add +2.3% | 100,446 | $5.1M |
| Principle Wealth Partners LLC | 0.25% | Add +148.4% | 99,721 | $5.1M |
| Hughes Financial Services, LLC | 0.66% | Add +9.1% | 97,587 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -6.7% | 94,998 | $4.8M |
| Moss Adams Wealth Advisors LLC | 0.29% | Add +63.5% | 92,638 | $4.7M |
| Landmark Wealth Management, LLC | 1.09% | Reduce -0.1% | 89,609 | $4.5M |
| Bleakley Financial Group, LLC | 0.06% | Add +433.3% | 89,544 | $4.5M |
| Visionary Wealth Advisors | 0.18% | Add +2.0% | 87,996 | $4.5M |
| Daymark Wealth Partners, LLC | 0.11% | Add +22.8% | 87,510 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +6.2% | 85,050 | $4.3M |
| Jacobi Capital Management LLC | 0.21% | Add +5.0% | 83,700 | $4.2M |
| Red Mountain Financial, LLC | 3.46% | Add +15.0% | 81,300 | $4.1M |
| Compass Ion Advisors, LLC | 0.35% | Add +108.8% | 81,292 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.0% | 79,879 | $4.0M |
| Resonant Capital Advisors, LLC | 0.19% | No change | 78,223 | $4.0M |
| Copper Harbor Investment Advisors, LLC | 0.82% | — | 76,623 | $3.9M |
| Capital Advisors Wealth Management, LLC | 0.45% | Add +5.3% | 76,087 | $3.9M |
| Focus Partners Wealth | 0.00% | Reduce -1.6% | 76,048 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.5% | 74,512 | $3.8M |
| Obermeyer Wealth Partners | 0.15% | Add +32.1% | 74,215 | $3.8M |
| Unique Wealth Strategies, LLC | 1.37% | Add +1.4% | 73,926 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Add +24.9% | 73,349 | $3.7M |
| Storgate, LLC | 0.77% | Add +121.6% | 73,327 | $3.7M |
| WealthCare Investment Partners, LLC | 0.90% | Reduce -33.9% | 72,994 | $3.7M |
| NBT Bank, N.A. | 0.24% | Add +128.8% | 70,395 | $3.6M |
| Zhang Financial LLC | 0.10% | Add +303.9% | 69,610 | $3.5M |
| Intrua Financial, LLC | 0.33% | Reduce -4.6% | 68,398 | $3.5M |
| FMA Wealth Management, LLC | 2.20% | Reduce -5.3% | 67,919 | $3.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 66,594 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -13.9% | 65,933 | $3.3M |
| Walkner Condon Financial Advisors LLC | 0.37% | Add +9.0% | 64,028 | $3.2M |
| Silver Oak Wealth Advisors Services, LLC | 1.91% | Reduce -0.8% | 62,975 | $3.2M |
| Opal Wealth Advisors, LLC | 0.69% | Add +3.9% | 62,749 | $3.2M |
| Leslie Global Wealth, LLC | 1.24% | New | 62,642 | $3.2M |
| Mutual Advisors, LLC | 0.06% | Add +5.1% | 62,419 | $3.2M |
| Clark Capital Management Group, Inc. | 0.02% | Add +0.3% | 60,901 | $3.1M |
| Presidio Capital Management, LLC | 0.76% | Add +25.2% | 60,247 | $3.1M |
| Colter Lewis Investment Partners LLC | 1.35% | New | 60,000 | $3.0M |
| McCarter Private Wealth Services LLC | 1.04% | New | 59,253 | $3.0M |
| Quadcap Wealth Management, LLC | 0.29% | Reduce -12.4% | 59,009 | $3.0M |
| First Financial Bank - Trust Division | 0.21% | Add +18.6% | 57,674 | $2.9M |
| Investment Planning Advisors, Inc. | 0.68% | Reduce -1.2% | 57,652 | $2.9M |
| BTG Pactual Asset Management US LLC | 0.22% | Add +13.4% | 57,136 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +9.7% | 55,588 | $2.8M |
| Unique Wealth, LLC | 0.33% | Add +526.3% | 55,210 | $2.8M |
| Whitegate Investment Counselors, Inc. | 0.79% | Reduce -3.4% | 54,604 | $2.8M |
| Fifth Third Bancorp | 0.00% | Add +24.6% | 53,456 | $2.7M |
| Advisory Services Network, LLC | 0.03% | Add +60.6% | 53,015 | $2.7M |
| Bridge Generations Wealth Management LLC | 1.35% | Add +22.4% | 52,136 | $2.6M |
| Sterling Investment Advisors, Ltd. | 0.43% | Add +64.9% | 50,800 | $2.6M |
| 1015 Capital Partners, LLC | 2.15% | Add +16.3% | 50,597 | $2.6M |
| IHT Wealth Management, LLC | 0.05% | Add +7.8% | 50,254 | $2.5M |
| Balance Wealth Partners LLC | 0.67% | Add +6.6% | 49,858 | $2.5M |
| Galvin, Gaustad & Stein, LLC | 0.19% | Add +0.5% | 49,678 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +16.8% | 49,506 | $2.5M |
| Fiduciary Financial Advisors | 0.25% | Add +603.7% | 49,512 | $2.5M |
| UBS Group AG | 0.00% | Reduce -14.8% | 48,099 | $2.4M |
| Kintra Wealth, LLC | 0.13% | Add +204.1% | 48,681 | $2.4M |
| Breakwater Capital Group | 0.29% | Reduce -18.8% | 47,874 | $2.4M |
| Equity Wealth Partners, LLC | 0.87% | Add +5.3% | 47,519 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.0% | 47,064 | $2.4M |
| Higgins & Schmidt Wealth Strategies LLC | 0.98% | Add +0.9% | 46,940 | $2.4M |
| Atria Investments, Inc | 0.02% | Add +305.7% | 46,259 | $2.3M |
| Lineweaver Wealth Advisors, LLC | 0.28% | Reduce -15.7% | 46,065 | $2.3M |
| Brady Martz Wealth Solutions, LLC | 0.35% | Reduce -1.5% | 45,810 | $2.3M |
| Smithbridge Asset Management Inc. | 0.32% | Add +9.6% | 45,776 | $2.3M |
| Prentice Wealth Management LLC | 0.46% | Reduce -15.8% | 43,601 | $2.2M |
| Juno Financial Group LLC | 0.78% | Reduce -0.5% | 43,515 | $2.2M |
| Wealthspire Retirement, LLC | 0.12% | Add +0.0% | 42,819 | $2.2M |
| Apella Capital, LLC | 0.03% | Reduce -5.7% | 42,708 | $2.2M |
| Bernardo Wealth Planning LLC | 0.36% | Reduce -0.3% | 41,502 | $2.1M |
| Legacy Edge Advisors, LLC | 0.19% | Add +22.9% | 41,252 | $2.1M |
| Valor Advisors LLC | 1.53% | No change | 41,085 | $2.1M |
| United Advisor Group, LLC | 0.22% | Reduce -1.8% | 40,251 | $2.0M |
| Quantinno Capital Management LP | 0.00% | New | 39,765 | $2.0M |
| Impact Investors, Inc | 1.45% | Add +24.3% | 39,040 | $2.0M |
| MBM Wealth Consultants, LLC | 0.37% | Add +6.6% | 38,357 | $1.9M |
| Elequin Capital, LP | 0.32% | New | 36,929 | $1.9M |
| Crusonia Wealth Advisors LLC | 0.30% | Add +99.8% | 36,060 | $1.8M |
| Level Four Advisory Services, LLC | 0.05% | Add +1.1% | 35,863 | $1.8M |
| Golden State Wealth Management, LLC | 0.16% | Add +6.7% | 35,693 | $1.8M |
| Wesbanco Bank Inc. | 0.04% | Reduce -1.9% | 35,418 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 35,414 | $1.8M |
| Arax Advisory Partners | 0.01% | Add +754.8% | 34,627 | $1.8M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -13.0% | 34,257 | $1.7M |
| Spire Wealth Management | 0.05% | Add +2.8% | 34,228 | $1.7M |
| Linscomb Wealth, Inc. | 0.07% | Add +36.7% | 34,042 | $1.7M |
| 5T Wealth, LLC | 0.64% | Reduce -43.5% | 33,934 | $1.7M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +1.4% | 33,128 | $1.7M |
| Carter Financial, LLC | 1.24% | Add +26.7% | 32,518 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -75.1% | 31,376 | $1.6M |
| McAdam, LLC | 0.06% | Reduce -16.5% | 31,134 | $1.6M |
| Freedom Investment Management, Inc. | 0.43% | Add +0.0% | 30,734 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.07% | Add +1.1% | 30,524 | $1.5M |
| Marion Wealth Management | 0.32% | No change | 30,521 | $1.5M |
| Seascape Capital Management | 0.37% | No change | 30,500 | $1.5M |
| Kooman & Associates | 0.41% | Add +1.5% | 30,353 | $1.5M |
| Philip James Wealth Mangement, LLC | 0.18% | Reduce -6.4% | 30,145 | $1.5M |
| Friday Financial | 0.41% | Add +55.6% | 30,248 | $1.5M |
| Marshall Financial Group, LLC | 0.22% | No change | 30,095 | $1.5M |
| Inscription Capital, LLC | 0.13% | Add +0.3% | 29,809 | $1.5M |
| Family Investment Center, Inc. | 0.25% | Add +129.8% | 29,648 | $1.5M |
| Private Trust Co. NA | 0.12% | Add +19.1% | 29,194 | $1.5M |
| Talisman Wealth Advisors LLC | 1.10% | New | 29,145 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -0.8% | 29,039 | $1.5M |
| TBH Global Asset Management, LLC | 0.27% | Add +5.3% | 28,991 | $1.5M |
| Daybright Advisory Services, Inc. | 0.35% | Add +1.3% | 29,369 | $1.5M |
| Advyzon Investment Management, LLC | 0.10% | Add +14.1% | 28,248 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.2% | 27,749 | $1.4M |
| &partners | 0.01% | Add +8.6% | 27,660 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.3% | 27,532 | $1.4M |
| Diversify Advisory Services, LLC | 0.02% | New | 27,931 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | Add +13.6% | 27,931 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +19.4% | 27,435 | $1.4M |
| Tandem Financial, LLC | 0.44% | Add +6.6% | 26,854 | $1.4M |
| Wealth Alliance, LLC | 0.11% | Reduce -2.1% | 26,649 | $1.3M |
| Synergy Investment Management, LLC | 0.32% | Add +0.8% | 26,484 | $1.3M |
| FAS Wealth Partners, Inc. | 0.07% | Add +6.3% | 26,396 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +3.4% | 26,346 | $1.3M |
| Cyr Financial Inc. | 0.67% | Add +1.0% | 25,506 | $1.3M |
| Croban | 0.57% | Reduce -1.6% | 25,480 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +55.4% | 25,260 | $1.3M |
| Beta Wealth Group, Inc. | 0.48% | Reduce -8.7% | 25,233 | $1.3M |
| NWF Advisory Services Inc. | 0.12% | Add +12.4% | 25,125 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | New | 24,439 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -3.7% | 24,355 | $1.2M |
| Rossby Financial, LCC | 0.22% | Add +1.7% | 24,152 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.2% | 24,070 | $1.2M |
| Forum Private Client Group LLC | 0.36% | Add +1.9% | 24,044 | $1.2M |
| Bernicke Wealth Management, Ltd. | 0.14% | Reduce -11.2% | 23,325 | $1.2M |
| Allied Private Wealth LLC | 0.76% | — | 23,426 | $1.2M |
| WealthPlan Investment Management, LLC | 0.06% | Add +6.0% | 22,258 | $1.1M |
| FF Advisors,LLC | 0.42% | Add +0.3% | 22,174 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.1% | 22,089 | $1.1M |
| Vista Investment Management | 0.34% | Reduce -1.4% | 22,024 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.18% | Add +121.4% | 21,863 | $1.1M |
| Boyd Wealth Management, LLC | 0.41% | Add +132.4% | 21,518 | $1.1M |
| Centerline Wealth Advisors, LLC | 0.33% | Add +64.8% | 20,658 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -0.6% | 20,643 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | New | 20,546 | $1.0M |
| King Wealth Management Group | 0.11% | New | 20,528 | $1.0M |
| Planning Directions Inc. | 0.48% | Add +0.9% | 20,250 | $1.0M |
| Wealth Enhancement Trust Services, Inc. | 0.11% | Add +20.4% | 20,248 | $1.0M |
| Lockerman Financial Group, Inc. | 1.57% | Reduce -1.0% | 20,244 | $1.0M |
| Cambient Family Office, LLC | 0.13% | New | 20,175 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +36.7% | 20,108 | $1.0M |
| High Net Worth Advisory Group LLC | 0.22% | No change | 20,000 | $1.0M |
| Choreo, LLC | 0.01% | No change | 19,881 | $1.0M |
| Collaborative Wealth Managment Inc. | 0.42% | Add +3.9% | 19,848 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -12.7% | 19,808 | $1.0M |
| Apollon Financial, LLC | 0.12% | Add +0.2% | 19,756 | $1.0M |
| Perennial Advisors, LLC | 0.15% | Add +4.4% | 19,675 | $997K |
| Immaculate Wealth Management LLC | 6.46% | Reduce -18.1% | 18,845 | $955K |
| Sequent Planning LLC | 0.20% | Add +13.3% | 18,331 | $929K |
| Compass Wealth Management, LLC | 0.37% | Add +0.6% | 18,239 | $924K |
| Everest Financial Group LLC | 0.12% | Add +22.8% | 18,034 | $914K |
| Sigma Planning Corp | 0.02% | Add +10.2% | 17,998 | $912K |
| Western Wealth Management, LLC | 0.03% | Add +29.0% | 17,953 | $909K |
| Creative Planning | 0.00% | Reduce -4.7% | 17,868 | $905K |
| Trustmark Bank Trust Department | 0.05% | No change | 17,825 | $903K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -4.6% | 17,617 | $892K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 17,329 | $878K |
| Savvy Advisors, Inc. | 0.02% | Add +0.1% | 17,190 | $871K |
| SouthState Bank Corp | 0.03% | Reduce -5.8% | 16,356 | $829K |
| Entelevest, LLC | 0.72% | Add +31.7% | 16,277 | $825K |
| Crane Advisory, LLC | 0.12% | Add +95.1% | 16,281 | $817K |
| Brookwood Investment Group LLC | 0.09% | Reduce -12.6% | 16,021 | $812K |
| Arbor Investment Advisors, LLC | 0.09% | No change | 15,720 | $796K |
| IMA Advisory Services, Inc. | 0.05% | New | 15,638 | $792K |
| Cauble & Harre Wealth Management, Inc. | 0.63% | No change | 15,400 | $780K |
| Financial Strategies Group, Inc. | 0.12% | Add +6.0% | 15,536 | $778K |
| D'Orazio & Associates, Inc. | 0.09% | Add +2.5% | 14,961 | $758K |
| Arkadios Wealth Advisors | 0.01% | Reduce -11.2% | 14,929 | $756K |
| BNP Paribas Financial Markets | 0.00% | Add +9716.1% | 14,626 | $741K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 14,580 | $739K |
| Lakeridge Wealth Management LLC | 0.27% | Add +5.5% | 14,569 | $738K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -0.4% | 13,780 | $698K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.8% | 13,500 | $684K |
| NCM Capital Management, LLC | 0.21% | Add +57.6% | 13,400 | $679K |
| Lifestyle Asset Management, Inc. | 0.18% | Add +2.0% | 13,325 | $675K |
| Barnes Wealth Management Group, Inc | 0.31% | Add +1.2% | 13,120 | $665K |
| Crews Bank & Trust | 0.09% | Add +1.5% | 12,946 | $656K |
| Parallel Advisors, LLC | 0.01% | Add +0.3% | 12,658 | $641K |
| Bluedoor Private Wealth, LLC | 0.27% | No change | 12,600 | $638K |
| Clarity Retirement & Wealth, LLC | 0.43% | Add +5.9% | 12,403 | $628K |
| Hicks Capital Management LLC | 0.51% | Add +10.0% | 12,196 | $618K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.9% | 12,140 | $615K |
| LWM Advisory Services, LLC | 1.04% | Reduce -86.5% | 11,516 | $583K |
| Drive Wealth Management, LLC | 0.10% | Reduce -5.0% | 11,395 | $577K |
| Aurdan Capital Management, LLC | 0.14% | New | 11,112 | $563K |
| Global Wealth Management Investment Advisory, Inc. | 0.08% | Add +38.4% | 11,066 | $561K |
| Avestar Capital, LLC | 0.03% | No change | 11,016 | $558K |
| Milestone Investment Advisors LLC | 0.12% | No change | 10,898 | $552K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -20.3% | 10,863 | $550K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -7.5% | 10,835 | $549K |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.9% | 10,700 | $542K |
| Clear Point Advisors Inc. | 0.48% | New | 10,677 | $541K |
| BCGM Wealth Management, LLC | 0.11% | Reduce -44.6% | 10,624 | $538K |
| Mallini Complete Financial Planning LLC | 0.43% | No change | 10,600 | $537K |
| Swmg, LLC | 0.13% | Add +1.4% | 10,650 | $536K |
| Northern Trust Corp. | 0.00% | Add +2.7% | 10,535 | $534K |
| Optima Capital LLC | 0.21% | Add +4.9% | 10,378 | $526K |
| Acima Private Wealth, LLC | 0.15% | Add +19.6% | 10,285 | $521K |
| Blue Water Asset Management | 0.17% | Add +9.4% | 10,176 | $515K |
| Red Reef Advisors LLC | 0.47% | Reduce -19.1% | 10,049 | $509K |
| BlueChip Wealth Advisors LLC | 0.19% | New | 10,000 | $507K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.1% | 9,955 | $504K |
| Mgo One Seven LLC | 0.01% | Add +114.8% | 9,597 | $486K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -33.8% | 9,581 | $485K |
| Fifth Third Securities, Inc. | 0.03% | Add +7.7% | 9,539 | $483K |
| Axis Wealth Partners, LLC | 0.23% | Add +6.4% | 9,524 | $482K |
| Arlington Financial Advisors, LLC | 0.06% | Add +7.6% | 9,414 | $477K |
| GGM Financial LLC | 0.18% | Reduce -9.4% | 9,343 | $473K |
| Jeter Robert S II | 0.44% | Reduce -1.5% | 9,196 | $463K |
| Choice Wealth Advisors LLC | 0.16% | No change | 9,131 | $463K |
| Nicolet Bankshares Inc. | 0.01% | No change | 8,996 | $456K |
| Boston Family Office LLC | 0.03% | Add +28.7% | 8,963 | $454K |
| Saxon Interests, Inc. | 0.12% | No change | 8,890 | $450K |
| Global Financial Private Client, LLC | 0.12% | No change | 8,690 | $440K |
| Quadrant Capital Group LLC | 0.01% | No change | 8,612 | $436K |
| D.A. Davidson & Co. | 0.00% | Add +13.1% | 8,610 | $436K |
| Qube Research & Technologies Ltd | 0.00% | Add +5722.4% | 8,559 | $434K |
| Putney Financial Group LLC | 0.39% | New | 8,451 | $428K |
| Calton & Associates, Inc. | 0.06% | Reduce -1.1% | 8,445 | $428K |
| International Assets Investment Management, LLC | 0.03% | No change | 8,455 | $427K |
| Essex Financial Services, Inc. | 0.02% | Add +36.3% | 8,143 | $412K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 7,912 | $401K |
| Timmons Wealth Management, LLC | 0.29% | Reduce -75.8% | 7,912 | $401K |
| Cerity Partners LLC | 0.00% | Reduce -85.6% | 7,868 | $399K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | No change | 7,872 | $398K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -20.7% | 7,756 | $393K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -26.2% | 7,743 | $392K |
| XY Planning Network, Inc. | 0.05% | New | 7,722 | $391K |
| PDS Planning, Inc | 0.02% | Reduce -3.0% | 7,705 | $390K |
| W.H. Cornerstone Investments Inc. | 0.22% | Add +0.4% | 7,655 | $388K |
| Laurel Oak Wealth Management, LLC | 0.06% | No change | 7,584 | $384K |
| Meridian Financial Advisors, LLC | 0.18% | Add +7.3% | 7,392 | $374K |
| Lionshead Wealth Management, LLC | 0.24% | Add +0.1% | 7,348 | $372K |
| Blair William & Co. | 0.00% | Add +16.1% | 7,259 | $368K |
| Wealthspire Advisors, LLC | 0.00% | No change | 7,148 | $362K |
| Mason & Associates Inc | 0.06% | Reduce -23.8% | 7,140 | $362K |
| Genesis Private Wealth, LLC | 0.10% | Add +3.4% | 6,985 | $354K |
| Bond & Devick Financial Network, Inc. | 0.09% | Add +0.1% | 6,849 | $347K |
| Global Retirement Partners, LLC | 0.01% | — | 6,824 | $346K |
| DAVENPORT & Co LLC | 0.00% | Reduce -17.9% | 6,822 | $346K |
| Evercore Wealth Management, LLC | 0.00% | No change | 6,785 | $344K |
| Peck Wealth Management, LLC | 0.29% | Reduce -35.8% | 6,760 | $342K |
| Vawter Financial, Ltd. | 0.13% | Reduce -34.8% | 6,571 | $333K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 6,471 | $328K |
| Embree Financial Group | 0.03% | New | 6,463 | $327K |
| Sierra Ocean, LLC | 0.22% | Add +0.9% | 6,355 | $322K |
| WealthPLAN Partners, LLC | 0.06% | New | 6,298 | $319K |
| Teamwork Financial Advisors, LLC | 0.03% | Add +0.3% | 6,294 | $319K |
| Stirlingshire Investments, Inc. | 0.23% | No change | 6,228 | $315K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -35.4% | 6,222 | $315K |
| Barnes Pettey Financial Advisors, LLC | 0.10% | New | 6,112 | $310K |
| Howard Wealth Management, LLC | 0.11% | Add +6.3% | 5,981 | $303K |
| Leading Edge Financial Planning LLC | 0.05% | New | 5,921 | $300K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 5,873 | $298K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +38.9% | 5,873 | $297K |
| Balefire, LLC | 0.05% | Add +4.3% | 5,870 | $297K |
| Pennsylvania Capital Management Inc. | 0.07% | Add +14.1% | 5,614 | $284K |
| Sincerus Advisory, LLC | 0.19% | Add +22.3% | 5,604 | $284K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -77.5% | 5,552 | $281K |
| Lake Street Private Wealth, LLC | 0.03% | Add +10.0% | 5,500 | $279K |
| KFA Private Wealth Group, LLC | 0.07% | Add +0.0% | 5,481 | $278K |
| Roberts Wealth Advisors, LLC | 0.06% | Add +22.8% | 5,389 | $273K |
| Gryphon Financial Partners LLC | 0.02% | Reduce -5.6% | 5,365 | $272K |
| Cadent Capital Advisors, LLC | 0.06% | New | 5,317 | $269K |
| Certified Advisory Corp | 0.02% | No change | 5,314 | $269K |
| Saxony Capital Management, LLC | 0.12% | No change | 5,267 | $267K |
| Stone Summit Wealth LLC | 0.07% | No change | 5,256 | $266K |
| FMR LLC | 0.00% | Add +13.3% | 5,214 | $264K |
| Noble Wealth Partners LLC | 0.23% | — | 5,205 | $264K |
| StrongBox Wealth, LLC | 0.07% | No change | 5,184 | $263K |
| Madison Wealth Partners, Inc | 0.03% | Add +0.3% | 5,119 | $259K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +0.8% | 5,125 | $259K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -3.8% | 5,056 | $256K |
| Centurion Wealth Management LLC | 0.06% | No change | 5,052 | $256K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 5,039 | $255K |
| Firestone Capital Management | 0.05% | Reduce -9.4% | 5,038 | $255K |
| XTX Topco Ltd | 0.00% | Add +5.0% | 5,036 | $255K |
| Charter Research & Investment Group, Inc. | 0.15% | Add +0.3% | 5,009 | $254K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +4.1% | 4,983 | $252K |
| One Capital Management, LLC | 0.01% | No change | 5,020 | $251K |
| Cedar Point Capital Partners, LLC | 0.14% | Reduce -54.4% | 4,880 | $247K |
| Stephens Inc. | 0.00% | No change | 4,868 | $247K |
| Financial Futures Ltd Liability Co. | 0.09% | New | 4,864 | $246K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -35.8% | 4,835 | $245K |
| Belpointe Asset Management LLC | 0.01% | New | 4,802 | $243K |
| PKS Advisory Services, LLC | 0.04% | New | 4,775 | $242K |
| Entrewealth, LLC | 0.09% | New | 4,766 | $237K |
| Millington Financial Advisors, LLC | 0.09% | No change | 4,700 | $236K |
| Independence Asset Advisors, LLC | 0.06% | New | 4,650 | $236K |
| Signature Wealth Management Partners, LLC | 0.11% | No change | 4,578 | $232K |
| Buck Wealth Strategies, LLC | 0.02% | No change | 4,578 | $232K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 4,567 | $231K |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 4,497 | $228K |
| Allworth Financial LP | 0.00% | Reduce -98.3% | 4,453 | $226K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 4,340 | $220K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +0.1% | 4,313 | $218K |
| Prospera Financial Services Inc | 0.00% | Reduce -80.4% | 4,231 | $214K |
| US Bancorp \de | 0.00% | No change | 4,228 | $214K |
| Gentry Private Wealth, LLC | 0.11% | New | 4,189 | $212K |
| Independent Financial Group, LLC | 0.00% | Add +0.2% | 4,151 | $210K |
| Blueline Advisors LLC | 0.15% | Add +47.0% | 4,147 | $210K |
| Navigate Wealth Management, LLC | 0.13% | No change | 4,174 | $210K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -98.2% | 4,094 | $207K |
| Northwest Financial Advisors | 0.03% | Reduce -7.0% | 4,080 | $207K |
| Koshinski Asset Management, Inc. | 0.01% | New | 4,040 | $205K |
| First Interstate Bank | 0.01% | New | 4,015 | $203K |
| Kathmere Capital Management, LLC | 0.01% | New | 4,001 | $203K |
| CWA Asset Management Group, LLC | 0.01% | New | 3,957 | $200K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 3,951 | $200K |
| Vanguard National Trust Co | 0.01% | No change | 3,887 | $197K |
| IFG Advisory, LLC | 0.01% | New | 3,822 | $194K |
| AE Wealth Management LLC | 0.00% | Reduce -24.8% | 3,644 | $185K |
| Vision Retirement, LLC | 0.04% | No change | 3,429 | $174K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.8% | 3,317 | $168K |
| Signature Equity Partners, LLC | 0.06% | Add +12.7% | 2,705 | $137K |
| Trust Co | 0.01% | Reduce -12.6% | 2,607 | $132K |
| Cary Street Partners Financial LLC | 0.00% | No change | 2,584 | $131K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +6.7% | 2,531 | $128K |
| Cordgrass Capital Advisors, LLC | 0.05% | Reduce -34.5% | 2,529 | $128K |
| Longview Financial Advisors LLC | 0.06% | No change | 2,300 | $117K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -51.8% | 2,276 | $115K |
| Clearstead Advisors, LLC | 0.00% | New | 2,266 | $115K |
| Trust Co. of Toledo NA | 0.01% | Reduce -32.9% | 2,196 | $111K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.8% | 2,049 | $104K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -17.7% | 1,792 | $91K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,612 | $82K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 1,487 | $75K |
| 1620 Investment Advisors, Inc. | 0.04% | Add +0.2% | 1,368 | $69K |
| Essential Investment Partners LLC | 0.05% | No change | 1,145 | $58K |
| Lavaca Capital LLC | 0.01% | Add +15.3% | 1,106 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.9% | 1,098 | $56K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,000 | $51K |
| Burk Holdings LLC | 0.02% | No change | 988 | $50K |
| SHP Wealth Management | 0.00% | No change | 934 | $47K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 881 | $45K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 800 | $41K |
| GeoWealth Management, LLC | 0.00% | New | 789 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 709 | $36K |
| Millstone Evans Group, LLC | 0.02% | Add +100.7% | 594 | $30K |
| 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% | No change | 426 | $22K |
| DecisionPoint Financial, LLC | 0.00% | No change | 420 | $21K |
| Kingdom Financial Group LLC. | 0.01% | Add +1.0% | 403 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +0.3% | 310 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +107.4% | 307 | $16K |
| Basepoint Wealth LLC | 0.01% | Reduce -1.9% | 303 | $15K |
| CoreCap Advisors, LLC | 0.00% | Reduce -90.2% | 287 | $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 |
| Tucker Asset Management LLC | 0.00% | New | 210 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 194 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | New | 166 | $8K |
| Axiom Investment Management LLC | 0.00% | No change | 132 | $7K |
| Cornerstone Planning Group LLC | 0.00% | New | 103 | $5K |
| GFS Advisors, LLC | 0.00% | No change | 40,600 | $5K |
| Imprint Wealth LLC | 0.02% | No change | 85 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 82 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 46 | $2K |
| Quent Capital, LLC | 0.00% | No change | 44 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +12.5% | 18 | $911 |
| LM Advisors LLC | 0.00% | Add +1902.1% | 7,768 | $393 |
| Russell Investments Group, Ltd. | 0.00% | No change | 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.