How many institutions own JBND stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own JBND shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling JPMorgan Active Bond ETF stock?

MML INVESTORS SERVICES, LLC, in the last quarter, reduced its stake in JBND by -10.47% restricting it's holding to 1.25 million shares of worth nearly $67.48M. PALLAS CAPITAL ADVISORS LLC also lessened -8.37% of the JBND shares from its portfolio, reducing its holding to 626.24 thousand shares of worth $33.67M. INDEPENDENCE ASSET ADVISORS, LLC also shunned JBND shares holding by -0.03% last quarter which brought its holding to 279.39 thousand shares worth $15.02M.

Investors who are buying JBND stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in JBND by 81.22% in the last quarter. The institutional holder raised its holding to 2.51 million shares having worth more than $134.88M. PRIVATE ADVISOR GROUP, LLC also added 35.17% more shares of JBND to its portfolio, raising its holding to 3.56 million shares of worth $191.17M. ENVESTNET ASSET MANAGEMENT INC also increased its JBND shares holding by 39.09% which brought its holding to 3.68 million shares worth $197.94M.

JBND's major insiders: who are they?

The insider with the most stakes in JBND is N/A , N/A at the company. Additionally, JBND stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell JBND stock?

Company executives, directors, and other insiders own N/A percent of JPMorgan Active Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which JBND insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased JBND stock?

There have been 0 transaction(s) during the past 6-months in which JPMorgan Active Bond ETF insiders have bought stock, totalling 0 shares

How much of JBND does insiders own?

Around 0 JPMorgan Active Bond ETF shares are held by insiders, which represents about N/A of JBND stock.

Who is the insider with the largest stake?

JBND N/A, N/A holds the largest portfolio of the company's shares. JBND shares owned by N/A total nearly -.

Which institution holds the most shares in JBND?

RAYMOND JAMES FINANCIAL INC is the largest institutional owner in JBND which holds 2.51 million shares worth $134.88M or 4.02% of the total JBND shares outstanding followed by PRIVATE ADVISOR GROUP, LLC with ownership of 3.56 million shares representing 5.69% of the JBND ownership. ENVESTNET ASSET MANAGEMENT INC is the third largest stakeholder with 3.68 million shares or 5.9% of the ownership worth more than $197.94M.

Is JPMorgan Active Bond ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the JBND is concerned, it is a stock which is not optionable.

Is there a short position on JBND's shares?

Number of JBND shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding JBND shares are there?

As of today, null shares of JBND are outstanding.

Is there many float in JBND stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, JBND has null shares in float.

JBND short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for JBND is null.

JPMorgan Active Bond ETF (JBND) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. RAYMOND JAMES FINANCIAL INC is the top corporate investor, holding 2.51M shares valued at $134.88M. A 4.02% stake in JPMorgan Active Bond ETF is owned by the company. PRIVATE ADVISOR GROUP, LLC owns 3.56M shares valued at $191.17M, which translates its holding of 5.69% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.02%	2.51M	134.88M	1.12M	+81.22%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	5.69%	3.56M	191.17M	925.03K	+35.17%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	5.9%	3.68M	197.94M	1.03M	+39.09%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	8.24%	5.14M	276.44M	518.08K	+11.21%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	9.3%	5.81M	312.89M	2.01M	+52.74%
Mar 31, 2026	ALLWORTH FINANCIAL LP	9.82%	6.13M	329.61M	128.55K	+2.14%
Mar 31, 2026	WRIGHT FUND MANAGEMENT, LLC	0.56%	351.7K	18.91M	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	2.01%	1.25M	67.48M	-146.74K	-10.47%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.04%	1.27M	67.86M	436.48K	+52.23%
Mar 31, 2026	CWM, LLC	2.12%	1.32M	71.18M	145.19K	+12.32%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.57%	352.99K	18.98M	352.99K	+100.00%
Mar 31, 2026	OPES WEALTH MANAGEMENT LLC	0.6%	372.76K	20.04M	188.64K	+102.45%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.92%	577.36K	31.04M	96.28K	+20.01%
Mar 31, 2026	UBS GROUP AG	0.93%	578.36K	31.1M	528.8K	+1,066.90%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.97%	606.25K	32.6M	451.16K	+290.89%
Mar 31, 2026	PALLAS CAPITAL ADVISORS LLC	1%	626.24K	33.67M	-57.18K	-8.37%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.61%	380.85K	20.48M	22.94K	+6.41%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	2.4%	1.5M	80.5M	88.92K	+6.32%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.53%	1.58M	84.82M	229.92K	+17.06%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1%	627.02K	33.72M	15.99K	+2.62%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	6.14%	3.83M	206.17M	820.56K	+27.23%
Mar 31, 2026	JPMORGAN CHASE & CO	9.3%	5.81M	311.54M	2.69M	+86.63%
Mar 31, 2026	LPL FINANCIAL LLC	27.05%	16.89M	908.11M	3.77M	+28.73%
Mar 31, 2026	INDEPENDENCE ASSET ADVISORS, LLC	0.45%	279.39K	15.02M	-75	-0.03%
Mar 31, 2026	PINNACLE WEALTH MANAGEMENT, LLC	0.46%	285.34K	15.34M	15.81K	+5.87%
Mar 31, 2026	CGN ADVISORS LLC	0.47%	292.8K	15.74M	11.71K	+4.17%
Mar 31, 2026	ELDRIDGE INVESTMENT ADVISORS, INC.	0.48%	297.83K	16.01M	30.82K	+11.54%
Mar 31, 2026	ROYAL HARBOR PARTNERS, LLC	0.51%	317.83K	17.09M	150.01K	+89.38%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.51%	318.49K	17.12M	33.17K	+11.63%
Mar 31, 2026	CHOICE WEALTH ADVISORS, LLC	0.53%	327.92K	17.63M	327.92K	+100.00%
Mar 31, 2026	SMITHBRIDGE ASSET MANAGEMENT INC/DE	0.53%	328.04K	17.64M	-292.97K	-47.18%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.53%	330.03K	17.75M	10.12K	+3.16%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.55%	344.46K	18.52M	-203.96K	-37.19%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	1.04%	651.01K	35M	360.25K	+123.90%
Mar 31, 2026	LIFELONG WEALTH ADVISORS, INC.	1.07%	669.29K	35.99M	18.77K	+2.89%
Mar 31, 2026	ESSEX LLC	1.07%	670.32K	36.04M	55.93K	+9.10%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.74%	463.62K	24.93M	116.17K	+33.43%
Mar 31, 2026	MARINER, LLC	0.77%	483.31K	25.99M	219.65K	+83.31%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.86%	538.25K	28.94M	38.83K	+7.77%
Mar 31, 2026	FMR LLC	0.86%	538.99K	28.98M	24.82K	+4.83%
Mar 31, 2026		0.69%	429.53K	23.1M	67.81K	+18.75%
Mar 31, 2026	MEANS INVESTMENT CO., INC.	0.69%	431.89K	23.22M	7.06K	+1.66%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.76%	4.22M	227.08M	1.35M	+47.21%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	1.78%	1.11M	59.66M	-91.22K	-7.60%
Mar 31, 2026	BALDWIN BROTHERS LLC/MA	2.35%	1.47M	79M	12.62K	+0.87%
Mar 31, 2026	CGC FINANCIAL SERVICES, LLC	0.86%	539.88K	29.03M	89.68K	+19.92%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	1.08%	677.1K	36.41M	203.58K	+42.99%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	1.12%	699.52K	37.61M	200.66K	+40.22%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	1.16%	724.58K	38.96M	116.01K	+19.06%
Mar 31, 2026	INTRUA FINANCIAL, LLC	1.17%	729.35K	39.22M	14.63K	+2.05%
Mar 31, 2026	STONEX GROUP INC.	1.29%	807.3K	43.41M	-150.23K	-15.69%
Mar 31, 2026	PETERSON WEALTH ADVISORS, LLC	1.43%	893.55K	48.05M	15.26K	+1.74%
Mar 31, 2026	LVZ, INC.	1.55%	967.02K	52M	29.92K	+3.19%
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	2.6%	1.62M	86.52M	376.28K	+30.20%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	2.66%	1.66M	89.45M	304.17K	+22.38%
Mar 31, 2026	DIVERSIFIED PORTFOLIOS, INC.	3.18%	1.99M	106.86M	65.94K	+3.43%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	3.48%	2.17M	116.66M	115.54K	+5.62%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.15%	1.34M	72.09M	850.81K	+173.68%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	2.29%	1.43M	76.85M	1.43M	+100.00%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	2.31%	1.44M	77.63M	112.59K	+8.46%
Mar 31, 2026	ROYAL BANK OF CANADA	3.91%	2.44M	131.4M	956.65K	+64.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	347.46K	18.79M	119.28K	+52.28%
Dec 31, 2025	CGC FINANCIAL SERVICES, LLC	0.72%	450.2K	24.34M	6.67K	+1.50%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.78%	489.86K	26.49M	437.06K	+827.77%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.98%	611.02K	33.04M	445.29K	+268.67%
Dec 31, 2025	ESSEX LLC	0.98%	614.39K	33.22M	190.67K	+45.00%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.88%	548.42K	29.65M	10.53K	+1.96%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.97%	608.57K	32.91M	61.41K	+11.22%
Dec 31, 2025	KWB WEALTH	0.44%	273.77K	14.8M	120.06K	+78.10%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT, LLC	0.43%	269.53K	14.57M	4.13K	+1.56%
Dec 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.43%	267K	14.44M	51.42K	+23.85%
Dec 31, 2025	MARINER, LLC	0.42%	263.66K	14.26M	77.93K	+41.96%
Dec 31, 2025	FMR LLC	0.82%	514.17K	27.8M	514.17K	+5,712,944.44%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.8%	499.42K	27M	205.42K	+69.87%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.8%	498.86K	26.97M	498.86K	+100.00%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.46%	285.32K	15.43M	12.29K	+4.50%
Dec 31, 2025	LVZ, INC.	1.5%	937.1K	50.67M	10.62K	+1.15%
Dec 31, 2025	STONEX GROUP INC.	1.53%	957.53K	51.97M	718.61K	+300.78%
Dec 31, 2025	CWM, LLC	1.89%	1.18M	63.73M	124.05K	+11.76%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	2.18%	1.36M	73.75M	57.5K	+4.42%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.22%	1.38M	74.84M	357.8K	+34.86%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	2.25%	1.4M	75.79M	336.83K	+31.63%
Dec 31, 2025	SMITHBRIDGE ASSET MANAGEMENT INC/DE	0.99%	621K	33.58M	335.66K	+117.64%
Dec 31, 2025	LIFELONG WEALTH ADVISORS, INC.	1.04%	650.52K	35.17M	12.61K	+1.98%
Dec 31, 2025	PALLAS CAPITAL ADVISORS LLC	1.09%	683.42K	36.95M	58.45K	+9.35%
Dec 31, 2025	ROYAL BANK OF CANADA	2.38%	1.49M	80.41M	395.69K	+36.25%
Dec 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	3.08%	1.92M	103.89M	103.88K	+5.72%
Dec 31, 2025	PEAK FINANCIAL ADVISORS LLC	0.45%	278.28K	15.05M	278.28K	+100.00%
Dec 31, 2025	INDEPENDENCE ASSET ADVISORS, LLC	0.45%	279.47K	15.16M	279.47K	+100.00%
Dec 31, 2025	CGN ADVISORS LLC	0.45%	281.09K	15.2M	5.35K	+1.94%
Dec 31, 2025	BALDWIN BROTHERS LLC/MA	2.33%	1.46M	78.76M	53.75K	+3.83%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	3.29%	2.05M	111.07M	1.48M	+255.70%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	4.21%	2.63M	142.22M	641.54K	+32.26%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.24%	2.65M	143.1M	1.5M	+130.17%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.6%	2.87M	155.11M	2.19M	+325.12%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	4.83%	3.01M	162.95M	792.07K	+35.65%
Dec 31, 2025	JPMORGAN CHASE & CO	4.98%	3.11M	168.21M	1.91M	+158.14%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	6.09%	3.8M	205.63M	2.46M	+183.80%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	7.41%	4.62M	249.97M	441.21K	+10.55%
Dec 31, 2025	ALLWORTH FINANCIAL LP	9.61%	6M	324.49M	6M	+100.00%
Dec 31, 2025	INTRUA FINANCIAL, LLC	1.14%	714.72K	38.64M	40.97K	+6.08%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.34%	835.69K	45.19M	254.51K	+43.79%
Dec 31, 2025	PETERSON WEALTH ADVISORS, LLC	1.41%	878.29K	47.49M	596.64K	+211.84%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	2.26%	1.41M	76.14M	1.41M	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	21.01%	13.12M	709.35M	4.6M	+54.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.47%	290.76K	15.72M	-6.47K	-2.18%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.51%	319.9K	17.3M	27.06K	+9.24%
Dec 31, 2025	VAWTER FINANCIAL, LTD.	0.52%	326.01K	17.63M	190.96K	+141.40%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.52%	327.5K	17.75M	9.48K	+2.98%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.64%	401K	21.68M	242.59K	+153.13%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	1.92%	1.2M	64.93M	21.02K	+1.78%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	2%	1.25M	67.3M	258.59K	+26.19%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	2.13%	1.33M	71.98M	45.86K	+3.57%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.16%	1.35M	72.86M	261.28K	+24.05%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.77%	481.08K	26.01M	17.6K	+3.80%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.76%	473.52K	25.6M	302.99K	+177.69%
Dec 31, 2025	MEANS INVESTMENT CO., INC.	0.68%	424.83K	22.97M	24.82K	+6.20%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.59%	368.63K	19.94M	-17.68K	-4.58%
Dec 31, 2025		0.58%	361.72K	19.56M	361.72K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.57%	357.91K	19.35M	16.24K	+4.75%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.56%	351.7K	19.02M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	1.15M	62.28M	-325.98K	-22.09%
Sep 30, 2025	ROYAL BANK OF CANADA	1.74%	1.09M	59.11M	103.11K	+10.43%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	6.68%	4.18M	226.49M	4.18M	+100.00%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	2.08%	1.3M	70.51M	1.3M	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.44%	273.02K	14.79M	20.87K	+8.28%
Sep 30, 2025	PINNACLE WEALTH MANAGEMENT, LLC	0.42%	265.4K	14.37M	28.47K	+12.02%
Sep 30, 2025	LPL FINANCIAL LLC	13.6%	8.52M	461.38M	1.36M	+19.05%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	3.18%	1.99M	107.71M	1.48M	+293.75%
Sep 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	2.9%	1.82M	98.44M	192.35K	+11.84%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.29%	178.63K	9.67M	24.16K	+15.64%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.27%	170.52K	9.24M	170.52K	+100.00%
Sep 30, 2025	COBBLESTONE ASSET MANAGEMENT LLC	0.27%	169.8K	9.2M	-25.97K	-13.27%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	165.74K	8.98M	49.45K	+42.52%
Sep 30, 2025	ROYAL HARBOR PARTNERS, LLC	0.26%	164.69K	8.92M	-1.48K	-0.89%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.25%	158.42K	8.58M	16.85K	+11.90%
Sep 30, 2025	KWB WEALTH	0.25%	153.71K	8.24M	46.78K	+43.75%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.23%	144.43K	7.82M	49.16K	+51.60%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.23%	142.11K	7.7M	6.98K	+5.16%
Sep 30, 2025	ROSENBLUM SILVERMAN SUTTON S F INC /CA	0.22%	137.83K	7.46M	54.82K	+66.03%
Sep 30, 2025	VAWTER FINANCIAL, LTD.	0.22%	135.05K	7.31M	120.95K	+857.92%
Sep 30, 2025	WBH ADVISORY INC	0.22%	134.78K	7.3M	44.34K	+49.02%
Sep 30, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	0.21%	133.55K	7.23M	5.36K	+4.18%
Sep 30, 2025	BALDWIN BROTHERS LLC/MA	2.24%	1.4M	75.98M	59.13K	+4.40%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	2.05%	1.29M	69.61M	18.35K	+1.45%
Sep 30, 2025	JPMORGAN CHASE & CO	1.92%	1.21M	65.27M	635.09K	+111.41%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	1.88%	1.18M	63.89M	188.36K	+19.00%
Sep 30, 2025	CWM, LLC	1.68%	1.05M	57.11M	76.44K	+7.82%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	1.58%	987.4K	53.48M	987.4K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.08%	674.82K	36.55M	327.87K	+94.50%
Sep 30, 2025	INTRUA FINANCIAL, LLC	1.08%	673.75K	36.49M	16.54K	+2.52%
Sep 30, 2025	LIFELONG WEALTH ADVISORS, INC.	1.02%	637.91K	34.55M	71.84K	+12.69%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	1%	624.97K	33.85M	12.33K	+2.01%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.74%	463.48K	25M	39.39K	+9.29%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.93%	581.18K	31.42M	254.33K	+77.81%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.73%	1.09M	58.83M	153.85K	+16.50%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.7%	1.06M	57.67M	130.66K	+13.99%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.64%	1.03M	55.59M	648.51K	+171.62%
Sep 30, 2025	LVZ, INC.	1.48%	926.48K	50.18M	6.41K	+0.70%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.62%	386.3K	20.9M	-25.76K	-6.25%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.56%	351.7K	19.05M	351.7K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.55%	341.66K	18.5M	25.5K	+8.06%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.47%	294.01K	15.92M	5.48K	+1.90%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	292.85K	15.86M	9.66K	+3.41%
Sep 30, 2025	SMITHBRIDGE ASSET MANAGEMENT INC/DE	0.46%	285.34K	15.45M	285.34K	+100.00%
Sep 30, 2025	PETERSON WEALTH ADVISORS, LLC	0.45%	281.65K	15.23M	105.52K	+59.91%
Sep 30, 2025	CGN ADVISORS LLC	0.44%	275.74K	14.93M	20.76K	+8.14%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.38%	238.56K	12.92M	1.63K	+0.69%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	228.17K	12.3M	50.25K	+28.24%
Sep 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.34%	215.59K	11.68M	14.18K	+7.04%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.47%	297.24K	16.1M	297.2K	+900,615.15%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.92%	577.48K	31.28M	45.1K	+8.47%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.87%	547.17K	29.63M	167.76K	+44.22%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.86%	537.89K	29.13M	169.44K	+45.99%
Sep 30, 2025	CGC FINANCIAL SERVICES, LLC	0.71%	443.53K	24.02M	363	+0.08%
Sep 30, 2025	ESSEX LLC	0.68%	423.72K	22.95M	387.32K	+1,064.07%
Sep 30, 2025	MEANS INVESTMENT CO., INC.	0.64%	400.01K	21.66M	35.89K	+9.86%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.33%	205.37K	11.12M	132.45K	+181.65%
Sep 30, 2025		0.43%	267.03K	14.57M	267.03K	+100.00%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.34%	210.53K	11.4M	5.5K	+2.68%
Sep 30, 2025	CITIZENS BUSINESS BANK	0.33%	208.65K	11.3M	8.99K	+4.50%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.55%	2.22M	120.32M	521.45K	+30.67%
Sep 30, 2025	MARINER, LLC	0.3%	185.73K	10.06M	2.56K	+1.40%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.29%	182.1K	9.86M	98.22K	+117.09%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.29%	180.06K	9.75M	-3.1K	-1.69%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.14%	1.34M	72.69M	1.34M	+100.00%
Sep 30, 2025	STONEX GROUP INC.	0.38%	238.92K	12.94M	-25.27K	-9.56%
Sep 30, 2025	RUGGAARD & ASSOCIATES LLC	0.37%	230.08K	12.46M	2.91K	+1.28%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.01%	932.4K	49.97M	134.41K	+16.84%
Jun 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.33%	154.47K	8.21M	-117.55K	-43.21%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	177.92K	9.54M	34.84K	+24.35%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.51%	236.93K	12.71M	45.09K	+23.50%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.79%	368.45K	19.75M	368.45K	+100.00%
Jun 30, 2025	LIFELONG WEALTH ADVISORS, INC.	1.22%	566.07K	30.34M	566.07K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	15.43%	7.16M	383.46M	2.63M	+58.18%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.67%	1.7M	91.11M	661.62K	+63.71%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.75%	346.95K	18.59M	346.95K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.15%	532.38K	28.53M	24.63K	+4.85%
Jun 30, 2025	LVZ, INC.	1.98%	920.07K	49.31M	7.23K	+0.79%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	2.01%	934.23K	50.07M	158.23K	+20.39%
Jun 30, 2025	ROYAL BANK OF CANADA	2.13%	988.31K	52.96M	467.35K	+89.71%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	2.14%	991.38K	53.13M	-88.87K	-8.23%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	2.73%	1.27M	67.9M	16.02K	+1.28%
Jun 30, 2025	BALDWIN BROTHERS LLC/MA	2.9%	1.34M	72.01M	-8.4K	-0.62%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	3.5%	1.63M	87.09M	134.76K	+9.04%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.31%	141.57K	7.59M	90.08K	+174.94%
Jun 30, 2025		0.33%	154.47K	8.21M	-117.55K	-43.21%
Jun 30, 2025	PETERSON WEALTH ADVISORS, LLC	0.38%	176.13K	9.44M	23.36K	+15.29%
Jun 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.39%	183.16K	9.82M	-12.69K	-6.48%
Jun 30, 2025	COBBLESTONE ASSET MANAGEMENT LLC	0.42%	195.78K	10.49M	-25.52K	-11.53%
Jun 30, 2025	PINNACLE WEALTH MANAGEMENT, LLC	0.51%	236.93K	12.7M	46.31K	+24.30%
Jun 30, 2025	CGN ADVISORS LLC	0.55%	254.98K	13.66M	-51.51K	-16.81%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.61%	283.19K	15.18M	24.15K	+9.32%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.7%	326.85K	17.46M	176.24K	+117.01%
Jun 30, 2025	CWM, LLC	2.11%	978.09K	52.42M	873.39K	+834.19%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.28%	129K	6.91M	-5.14K	-3.83%
Jun 30, 2025	MARINER, LLC	0.39%	183.17K	9.82M	31.53K	+20.79%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.54%	252.16K	13.51M	67.14K	+36.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	377.88K	20.25M	-80.71K	-17.60%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.82%	379.41K	20.33M	155.39K	+69.37%
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	1.32%	612.64K	32.83M	-15.52K	-2.47%
Jun 30, 2025	INTRUA FINANCIAL, LLC	1.42%	657.21K	35.22M	-9.79K	-1.47%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.21%	95.27K	5.11B	95.27K	+100.00%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.22%	102.71K	5.5M	2.03K	+2.02%
Jun 30, 2025	MATTERN CAPITAL MANAGEMENT, LLC	0.22%	104.23K	5.59M	104.23K	+100.00%
Jun 30, 2025	GALLACHER CAPITAL MANAGEMENT LLC	0.23%	106.63K	5.71M	3.38K	+3.27%
Jun 30, 2025	KWB WEALTH	0.23%	106.93K	5.72M	52.17K	+95.28%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.24%	112.73K	6.04M	1.89K	+1.70%
Jun 30, 2025	CITIZENS BUSINESS BANK	0.43%	199.67K	10.7M	199.67K	+100.00%
Jun 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.43%	201.41K	10.75M	125.36K	+164.85%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.62%	288.53K	15.46M	19.68K	+7.32%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.68%	316.17K	16.94M	3.59K	+1.15%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.89%	412.06K	21.91M	137.4K	+50.03%
Jun 30, 2025	CGC FINANCIAL SERVICES, LLC	0.96%	443.17K	23.75M	443.17K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.09%	505.07K	27.07M	439.36K	+668.64%
Jun 30, 2025	JPMORGAN CHASE & CO	1.23%	570.03K	30.55M	47.36K	+9.06%
Jun 30, 2025	COOPER FINANCIAL GROUP	0.23%	107.52K	5.76M	-1.66K	-1.52%
Jun 30, 2025	STONEX GROUP INC.	0.57%	264.18K	14.16M	35.35K	+15.45%
Jun 30, 2025	MEANS INVESTMENT CO., INC.	0.79%	364.12K	19.51M	6.09K	+1.70%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.91%	424.09K	22.72M	420.32K	+11,146.06%
Jun 30, 2025	OPES WEALTH MANAGEMENT LLC	0.37%	170.97K	9.16M	15.63K	+10.06%
Jun 30, 2025	ROYAL HARBOR PARTNERS, LLC	0.36%	166.17K	8.9M	1.52K	+0.92%
Jun 30, 2025	JANE STREET GROUP, LLC	0.44%	203.11K	10.88M	-38.7K	-16.00%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.44%	205.03K	10.99M	205.03K	+100.00%
Jun 30, 2025	RUGGAARD & ASSOCIATES LLC	0.49%	227.17K	12.17M	129	+0.06%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.18%	1.48M	78.72M	48.19K	+3.38%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.29%	135.13K	7.24M	6.81K	+5.31%
Mar 31, 2025	AVEO CAPITAL PARTNERS, LLC	0.36%	129.61K	6.88M	8.07K	+6.64%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.55%	197.8K	10.59M	197.8K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.67%	241.81K	12.94M	222.36K	+1,143.05%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.28%	458.59K	24.54M	458.59K	+100.00%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	3.01%	1.08M	57.81M	783.95K	+264.58%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	3.48%	1.25M	66.95M	112.95K	+9.93%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.42%	150.61K	8.04M	53.34K	+54.83%
Mar 31, 2025	MARINER, LLC	0.42%	151.64K	8.12M	-14.85K	-8.92%
Mar 31, 2025	PETERSON WEALTH ADVISORS, LLC	0.43%	152.77K	8.14M	6.19K	+4.22%
Mar 31, 2025	OPES WEALTH MANAGEMENT LLC	0.43%	155.34K	8.31M	155.34K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	2.16%	776K	41.53M	38.31K	+5.19%
Mar 31, 2025	BALDWIN BROTHERS LLC/MA	3.76%	1.35M	72.37M	596.75K	+79.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.97%	1.43M	76.41M	887.92K	+164.52%
Mar 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	4.15%	1.49M	79.77M	138.82K	+10.27%
Mar 31, 2025	CGN ADVISORS LLC	0.85%	306.49K	16.4M	41.5K	+15.66%
Mar 31, 2025	LPL FINANCIAL LLC	12.58%	4.52M	242.1M	2.28M	+101.64%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.37%	134.13K	7.18M	8.79K	+7.01%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	143.08K	7.66M	93.01K	+185.73%
Mar 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.54%	195.85K	10.23M	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	106.04K	5.68M	76.45K	+258.44%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.41%	507.75K	27.18M	70.68K	+16.17%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.61%	220.88K	11.82M	-8.45K	-3.69%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.76%	274.66K	14.7M	-22.33K	-7.52%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.62%	224.02K	11.99M	99.05K	+79.25%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.72%	259.03K	13.86M	181.47K	+233.96%
Mar 31, 2025	COBBLESTONE ASSET MANAGEMENT LLC	0.62%	221.29K	11.84M	25.67K	+13.12%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.31%	110.84K	5.93M	-3.83K	-3.34%
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.36%	128.32K	6.87M	15.05K	+13.29%
Mar 31, 2025	ROYAL HARBOR PARTNERS, LLC	0.46%	164.65K	8.81M	5.57K	+3.50%
Mar 31, 2025	INNEALTA CAPITAL, LLC	1.02%	366.92K	19.64M	-1.85K	-0.50%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.51%	185.01K	9.9M	39.25K	+26.93%
Mar 31, 2025	PINNACLE WEALTH MANAGEMENT, LLC	0.53%	190.62K	10.2M	190.62K	+100.00%
Mar 31, 2025	RUGGAARD & ASSOCIATES LLC	0.63%	227.04K	12.15M	300	+0.13%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.87%	312.57K	16.73M	9.05K	+2.98%
Mar 31, 2025	FERMATA ADVISORS, LLC	0.93%	333.32K	17.84M	333.32K	+100.00%
Mar 31, 2025	MEANS INVESTMENT CO., INC.	1%	358.03K	19.16M	10.68K	+3.08%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.75%	268.85K	14.39M	268.85K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	1.45%	522.68K	27.97M	374.39K	+252.47%
Mar 31, 2025	ROYAL BANK OF CANADA	1.45%	520.96K	27.88M	180.1K	+52.83%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	1.75%	628.16K	33.62M	-168.94K	-21.19%
Mar 31, 2025	INTRUA FINANCIAL, LLC	1.86%	667K	35.7M	12.5K	+1.91%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.22%	797.99K	42.71M	556.78K	+230.82%
Mar 31, 2025	COOPER FINANCIAL GROUP	0.3%	109.18K	5.84M	-3.51K	-3.11%
Mar 31, 2025	LVZ, INC.	2.54%	912.84K	48.86M	65.9K	+7.78%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.89%	1.04M	55.58M	898.9K	+643.80%
Mar 31, 2025	STONEX GROUP INC.	0.64%	228.83K	12.25M	-34.71K	-13.17%
Mar 31, 2025		0.31%	113.2K	6.06M	-24.13K	-17.57%

Frequently Asked Questions