How many institutions own JMTG 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 JMTG shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling JPMorgan Mortgage-Backed Securities ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in JMTG by -8.14% restricting it's holding to 253 thousand shares of worth nearly $12.92M. RESOURCES INVESTMENT ADVISORS, LLC. also lessened -2.83% of the JMTG shares from its portfolio, reducing its holding to 877.34 thousand shares of worth $44.80M. ADVISOR GROUP HOLDINGS, INC. also shunned JMTG shares holding by -46.72% last quarter which brought its holding to 142.08 thousand shares worth $7.26M.

Investors who are buying JMTG stock?

As per its latest 13F filing, NEWEDGE ADVISORS, LLC increased its stake in JMTG by 15.84% in the last quarter. The institutional holder raised its holding to 101.12 thousand shares having worth more than $5.16M. EQUITABLE HOLDINGS, INC. also added 35.14% more shares of JMTG to its portfolio, raising its holding to 139.67 thousand shares of worth $7.13M. HSBC HOLDINGS PLC also increased its JMTG shares holding by 29.43% which brought its holding to 809.59 thousand shares worth $41.34M.

JMTG's major insiders: who are they?

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

Did an insider recently sell JMTG stock?

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

Which insider recently purchased JMTG stock?

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

How much of JMTG does insiders own?

Around 0 JPMorgan Mortgage-Backed Securities ETF shares are held by insiders, which represents about N/A of JMTG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JMTG?

NEWEDGE ADVISORS, LLC is the largest institutional owner in JMTG which holds 101.12 thousand shares worth $5.16M or 0.08% of the total JMTG shares outstanding followed by EQUITABLE HOLDINGS, INC. with ownership of 139.67 thousand shares representing 0.11% of the JMTG ownership. HSBC HOLDINGS PLC is the third largest stakeholder with 809.59 thousand shares or 0.64% of the ownership worth more than $41.34M.

Is JPMorgan Mortgage-Backed Securities 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 JMTG is concerned, it is a stock which is not optionable.

Is there a short position on JMTG's shares?

Number of JMTG 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 JMTG shares are there?

As of today, null shares of JMTG are outstanding.

Is there many float in JMTG 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, JMTG has null shares in float.

JMTG 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 JMTG is null.

JPMorgan Mortgage-Backed Securities ETF (JMTG) 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. NEWEDGE ADVISORS, LLC is the top corporate investor, holding 101.12K shares valued at $5.16M. A 0.08% stake in JPMorgan Mortgage-Backed Securities ETF is owned by the company. EQUITABLE HOLDINGS, INC. owns 139.67K shares valued at $7.13M, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	101.12K	5.16M	13.83K	+15.84%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.11%	139.67K	7.13M	36.32K	+35.14%
Dec 31, 2025	HSBC HOLDINGS PLC	0.64%	809.59K	41.34M	184.07K	+29.43%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	227.68K	11.63M	45.88K	+25.24%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	247.17K	12.62M	10.66K	+4.51%
Dec 31, 2025	UBS GROUP AG	0.2%	253K	12.92M	-22.42K	-8.14%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.22%	277.27K	14.16M	1.33K	+0.48%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.24%	305.57K	15.6M	20.85K	+7.32%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.25%	311.72K	15.92M	63.76K	+25.72%
Dec 31, 2025	BILL FEW ASSOCIATES, INC.	0.6%	758.53K	38.73M	17.93K	+2.42%
Dec 31, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	0.64%	809.49K	41.33M	32.37K	+4.17%
Dec 31, 2025	O'BRIEN WEALTH PARTNERS LLC	0.77%	965.97K	49.32M	13.77K	+1.45%
Dec 31, 2025	COLONY GROUP, LLC	0.4%	504.67K	25.86M	500.22K	+11,240.85%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.4%	504.86K	25.87M	13.89K	+2.83%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	837.79K	42.78M	29.12K	+3.60%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.69%	877.34K	44.8M	-25.55K	-2.83%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.72%	900.98K	46M	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	142.08K	7.26M	-124.6K	-46.72%
Dec 31, 2025	SSI INVESTMENT MANAGEMENT LLC	0.12%	155.74K	7.95M	155.74K	+100.00%
Dec 31, 2025	AVISE FINANCIAL COOPERATIVE, INC.	0.04%	47.44K	2.42M	47.44K	+100.00%
Dec 31, 2025	INDEPENDENCE BANK OF KENTUCKY	0.04%	47.33K	2.42M	-4.89K	-9.36%
Dec 31, 2025	CHOREO, LLC	0.04%	49.39K	2.53M	-188	-0.38%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	51.94K	2.65M	-2.04K	-3.77%
Dec 31, 2025	MARINER, LLC	0.04%	56.21K	2.87M	2.56K	+4.78%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	63.59K	3.25M	2.44K	+3.98%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	64.56K	3.3M	-3.33K	-4.90%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.72%	909.43K	46.44M	75.85K	+9.10%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.78%	985.76K	50.33M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	4.05%	5.11M	260.99M	584.41K	+12.91%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	7.2%	9.07M	463.24M	788.2K	+9.51%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	313.08K	15.99M	270.55K	+636.13%
Dec 31, 2025	CHOICE WEALTH ADVISORS, LLC	0.25%	315.67K	16.12M	3.7K	+1.19%
Dec 31, 2025	FARMERS TRUST CO	0.38%	471.9K	24.1M	471.9K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.38%	483.34K	24.68M	75.98K	+18.65%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.39%	494.17K	25.23M	163.28K	+49.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	689.32K	35.2M	236.45K	+52.21%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.42%	537.94K	27.47M	537.94K	+100.00%
Dec 31, 2025	ABACUS PLANNING GROUP, INC.	0.44%	547.48K	27.95M	-118.22K	-17.76%
Dec 31, 2025	ALLEN CAPITAL GROUP, LLC	0.05%	67.13K	3.43M	-2.45K	-3.52%
Dec 31, 2025	FIRST NATIONAL BANK SIOUX FALLS	0.46%	581.36K	29.68M	8.29K	+1.45%
Dec 31, 2025	FIRST NATIONAL TRUST CO	0.59%	738.01K	37.68M	23.89K	+3.35%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.77%	967.87K	49.42M	14.67K	+1.54%
Dec 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.79%	988.6K	50.48M	-23.46K	-2.32%
Dec 31, 2025	AVALON TRUST CO	1.05%	1.33M	67.98M	34.71K	+2.68%
Dec 31, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	1.08%	1.36M	69.68M	1.36M	+100.00%
Dec 31, 2025	BAILARD, INC.	1.15%	1.45M	74.06M	150.37K	+11.57%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.36%	2.97M	151.86M	48.94K	+1.67%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	11.59%	14.6M	745.3M	215.18K	+1.50%
Dec 31, 2025	GALVIN, GAUSTAD & STEIN, LLC	0.03%	43.23K	2.21M	43.23K	+100.00%
Dec 31, 2025	ESL TRUST SERVICES, LLC	0.04%	46.24K	2.36M	2.95K	+6.80%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.11%	134.92K	6.89M	47.07K	+53.57%
Dec 31, 2025	M&T BANK CORP	3.37%	4.24M	216.28M	-332.73K	-7.28%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.07%	84.61K	4.32M	4.44K	+5.54%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.06%	81.21K	4.15M	81.21K	+100.00%
Dec 31, 2025	UMB BANK, N.A.	0.06%	74.26K	3.79M	74.26K	+100.00%
Dec 31, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0.05%	69.05K	3.53M	69.05K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	3.96%	5.01M	256.06M	370.76K	+7.98%
Dec 31, 2025	MORGAN STANLEY	5.18%	6.52M	332.98M	438.32K	+7.21%
Dec 31, 2025	JPMORGAN CHASE & CO	31.73%	40.51M	2.07B	3.04M	+8.10%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	114.48K	5.85M	2.26K	+2.01%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	116.75K	5.96M	26.14K	+28.85%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	88.31K	4.51M	-353	-0.40%
Dec 31, 2025	BREAKTHRU ADVISORY SERVICES, LLC	0.07%	90.26K	4.61M	-7.13K	-7.33%
Dec 31, 2025		0.08%	98.12K	5.01M	98.12K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.09%	103.35K	5.27M	15.81K	+18.06%
Sep 30, 2025	AVALON TRUST CO	1.1%	1.3M	66.13M	30.73K	+2.43%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	7.06%	8.28M	422.5M	572.89K	+7.43%
Sep 30, 2025	M&T BANK CORP	3.89%	4.57M	232.99M	4.57M	+100.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.53%	625.53K	31.9M	625.53K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	45.34K	2.31M	-2.82K	-5.86%
Sep 30, 2025	ESL TRUST SERVICES, LLC	0.04%	43.29K	2.21M	-63	-0.15%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	42.53K	2.17M	-10.02K	-19.06%
Sep 30, 2025	FIRST NATIONAL BANK OF OMAHA	0.04%	41.9K	2.14M	41.9K	+100.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.03%	36.62K	1.87M	36.62K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.03%	36.28K	1.85M	-3K	-7.65%
Sep 30, 2025	DAVENPORT & CO LLC	0.03%	32.53K	1.66M	-627	-1.89%
Sep 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.03%	29.82K	1.52M	-4.9K	-14.10%
Sep 30, 2025	CADENCE WEALTH MANAGEMENT LLC	0.03%	29.54K	1.51M	-7.46K	-20.17%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.02%	27.48K	1.4M	-5.34K	-16.28%
Sep 30, 2025	DORSEY & WHITNEY TRUST CO LLC	0.02%	26.18K	1.34M	26.18K	+100.00%
Sep 30, 2025	PFG ADVISORS	0.02%	24.28K	1.24M	-190	-0.78%
Sep 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.02%	23.78K	1.21M	-1.49K	-5.91%
Sep 30, 2025	ALERUS FINANCIAL NA	0.02%	23.5K	1.2M	23.5K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	31.92%	37.48M	1.91B	26.66M	+246.42%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	12.25%	14.38M	733.45M	14.38M	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	3.96%	4.64M	236.85M	-45.59K	-0.97%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.49%	2.92M	148.95M	108.76K	+3.86%
Sep 30, 2025	BAILARD, INC.	1.11%	1.3M	66.31M	1.3M	+100.00%
Sep 30, 2025	O'BRIEN WEALTH PARTNERS LLC	0.81%	952.2K	48.56M	952.2K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	808.67K	41.24M	101.57K	+14.36%
Sep 30, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	0.66%	777.12K	39.63M	14.92K	+1.96%
Sep 30, 2025	FIRST NATIONAL BANK SIOUX FALLS	0.49%	573.07K	29.23M	573.07K	+100.00%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.42%	490.97K	25.04M	-14.8K	-2.93%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.28%	330.89K	16.88M	44.52K	+15.55%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.84%	985.76K	50.27M	985.76K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.81%	953.21K	48.61M	953.21K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.71%	833.58K	42.51M	46.65K	+5.93%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.42%	490.44K	25.01M	61.65K	+14.38%
Sep 30, 2025	BRUESKE ADVISORY SERVICES, LLC	0.4%	470.33K	23.99M	-989	-0.21%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	452.88K	23.1M	-25.9K	-5.41%
Sep 30, 2025	UBS GROUP AG	0.23%	275.42K	14.05M	-3.56K	-1.28%
Sep 30, 2025	BILL FEW ASSOCIATES, INC.	0.63%	740.6K	37.77M	20.03K	+2.78%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.61%	714.12K	36.42M	714.12K	+100.00%
Sep 30, 2025	ABACUS PLANNING GROUP, INC.	0.57%	665.7K	33.95M	-258.25K	-27.95%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	236.51K	12.06M	-319	-0.13%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	181.8K	9.25M	181.8K	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	112.22K	5.72M	-414	-0.37%
Sep 30, 2025	BREAKTHRU ADVISORY SERVICES, LLC	0.08%	97.39K	4.97M	97.39K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	90.61K	4.62M	79.43K	+711.01%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	88.66K	4.52M	-69.7K	-44.01%
Sep 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.07%	87.86K	4.48M	87.86K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	87.29K	4.45M	79.8K	+1,065.11%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.07%	80.17K	4.09M	6	+0.01%
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	70.01K	3.57M	27.12K	+63.23%
Sep 30, 2025	ALLEN CAPITAL GROUP, LLC	0.06%	69.58K	3.55M	-1.89K	-2.64%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	67.89K	3.46M	67.89K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	61.15K	3.12M	-13.03K	-17.57%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	60.1K	3.07M	60.1K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	53.97K	2.75M	53.97K	+100.00%
Sep 30, 2025	MARINER, LLC	0.05%	53.65K	2.74M	15.58K	+40.94%
Sep 30, 2025	MORGAN STANLEY	5.18%	6.08M	310.23M	5.68M	+1,422.54%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.04%	52.7K	2.69M	52.7K	+100.00%
Sep 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.04%	52.22K	2.66M	52.22K	+100.00%
Sep 30, 2025	CHOREO, LLC	0.04%	49.58K	2.53M	-970	-1.92%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.35%	407.36K	20.78M	-44.15K	-9.78%
Sep 30, 2025	CHOICE WEALTH ADVISORS, LLC	0.27%	311.97K	15.91M	-619	-0.20%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.24%	284.73K	14.52M	284.73K	+100.00%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.24%	275.94K	14.07M	3.16K	+1.16%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	266.67K	13.51M	-27.03K	-9.20%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.21%	247.96K	12.65M	247.96K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.86%	4.53M	230.87M	1.03M	+29.39%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.77%	902.88K	46.05M	142.9K	+18.80%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.77%	900.98K	45.95M	900.98K	+100.00%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.01%	8.4K	421.65K	8.4K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.01%	9.87K	495.34K	9.87K	+100.00%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.02%	24.39K	1.22M	24.39K	+100.00%
Jun 30, 2025	PFG ADVISORS	0.02%	24.47K	1.23M	24.47K	+100.00%
Jun 30, 2025	DAVENPORT & CO LLC	0.03%	33.16K	1.66M	33.16K	+100.00%
Jun 30, 2025	GOELZER INVESTMENT MANAGEMENT, INC.	0.66%	762.2K	38.25M	762.2K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.69%	786.93K	39.5M	786.93K	+100.00%
Jun 30, 2025	J. W. COONS ADVISORS, LLC	0.02%	17.36K	871.04K	17.36K	+100.00%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.06%	65.11K	3.27M	65.11K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	52.55K	2.64M	52.55K	+100.00%
Jun 30, 2025	KEEL POINT, LLC	0.04%	41.99K	2.11M	41.99K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.01%	12.13K	609.01K	12.13K	+100.00%
Jun 30, 2025	GRIES FINANCIAL LLC	0.01%	11.55K	579.75K	11.55K	+100.00%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.01%	10.33K	518.26K	10.33K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	4.08%	4.69M	235.38M	4.69M	+100.00%
Jun 30, 2025	ABACUS PLANNING GROUP, INC.	0.81%	923.95K	46.37M	923.95K	+100.00%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.66%	759.99K	38.14M	759.99K	+100.00%
Jun 30, 2025	BILL FEW ASSOCIATES, INC.	0.63%	720.57K	36.17M	720.57K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.62%	707.1K	35.49M	707.1K	+100.00%
Jun 30, 2025	BRUESKE ADVISORY SERVICES, LLC	0.41%	471.32K	23.66M	471.32K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	158.36K	7.95M	158.36K	+100.00%
Jun 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.02%	25.27K	1.27M	25.27K	+100.00%
Jun 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.03%	29.01K	1.46M	29.01K	+100.00%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.24%	272.79K	13.69M	272.79K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.35%	399.53K	20.05M	399.53K	+100.00%
Jun 30, 2025	MARINER, LLC	0.03%	38.06K	1.91M	38.06K	+100.00%
Jun 30, 2025	ALLEN CAPITAL GROUP, LLC	0.06%	71.47K	3.59M	71.47K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	74.19K	3.72M	74.19K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	87.54K	4.39M	87.54K	+100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.03%	39.29K	1.96M	39.29K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.24%	278.98K	14M	278.98K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.01%	17.03K	854.64K	17.03K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.03%	32.82K	1.65M	32.82K	+100.00%
Jun 30, 2025	CADENCE WEALTH MANAGEMENT LLC	0.03%	37K	1.86M	37K	+100.00%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0.04%	40.37K	2.03M	40.37K	+100.00%
Jun 30, 2025	CHOREO, LLC	0.04%	50.55K	2.54M	50.55K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.21%	236.83K	11.89M	236.83K	+100.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.37%	428.79K	21.53M	428.79K	+100.00%
Jun 30, 2025		0.41%	471.32K	23.66M	471.32K	+100.00%
Jun 30, 2025	AVALON TRUST CO	1.1%	1.27M	63.54M	1.27M	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.05%	3.5M	175.61M	3.5M	+100.00%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.01%	11.73K	588.78K	11.73K	+100.00%
Jun 30, 2025	AAF WEALTH MANAGEMENT, LLC	0.01%	12.58K	631.24K	12.58K	+100.00%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	14.67K	736.44K	14.67K	+100.00%
Jun 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.03%	34.71K	1.74M	34.71K	+100.00%
Jun 30, 2025	ESL TRUST SERVICES, LLC	0.04%	43.36K	2.18M	43.36K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	48.16K	2.42M	48.16K	+100.00%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.07%	80.16K	4.02M	80.16K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.07%	84.05K	4.22M	84.05K	+100.00%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.01%	10.38K	520.76K	10.38K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.01%	11.17K	560.72K	11.17K	+100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	112.64K	5.65M	112.64K	+100.00%
Jun 30, 2025	CHOICE WEALTH ADVISORS, LLC	0.27%	312.59K	15.69M	312.59K	+100.00%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.44%	505.77K	25.38M	505.77K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.45%	2.82M	140.57M	2.82M	+100.00%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	6.72%	7.71M	387.03M	7.71M	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	7.49K	376.02K	7.49K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.04%	42.89K	2.15M	42.89K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.39%	451.5K	22.66M	451.5K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	478.78K	24.03M	478.78K	+100.00%
Jun 30, 2025	HAMILTON CAPITAL, LLC	2.64%	3.03M	152.1M	3.03M	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	421	21.15M	421	+100.00%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0%	476	24K	476	+100.00%
Jun 30, 2025	LRI INVESTMENTS, LLC	0%	591	29.66K	591	+100.00%
Jun 30, 2025	BLUME CAPITAL MANAGEMENT, INC.	0%	643	32.27K	643	+100.00%
Jun 30, 2025	SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC	0%	653	32.77K	653	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	678	34.03K	678	+100.00%
Jun 30, 2025	CWM, LLC	0%	1.83K	92K	1.83K	+100.00%
Jun 30, 2025	FSC WEALTH ADVISORS, LLC	0%	2.51K	125.78K	2.51K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	9.42%	10.82M	542.98M	10.82M	+100.00%
Jun 30, 2025	FIFTH THIRD BANCORP	0%	4.92K	247.04K	4.92K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	5.1K	255.72K	5.1K	+100.00%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0%	5.55K	278.7K	5.55K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	293.7K	14.74M	293.7K	+100.00%

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