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

Who are the major shareholders selling JPMorgan Ultra-Short Income ETF stock?

FMR LLC, in the last quarter, reduced its stake in JPST by -8.77% restricting it's holding to 10.75 million shares of worth nearly $543.83M. ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP also lessened -52.96% of the JPST shares from its portfolio, reducing its holding to 889.9 thousand shares of worth $45.02M. CRANE ADVISORY, LLC also shunned JPST shares holding by -20.68% last quarter which brought its holding to 1.17 million shares worth $59.36M.

Investors who are buying JPST stock?

As per its latest 13F filing, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased its stake in JPST by 1.73% in the last quarter. The institutional holder raised its holding to 11.45 million shares having worth more than $579.02M. MAI CAPITAL MANAGEMENT also added 30.03% more shares of JPST to its portfolio, raising its holding to 805.18 thousand shares of worth $40.73M. GREENWOOD GEARHART INC also increased its JPST shares holding by 13.83% which brought its holding to 1.59 million shares worth $80.33M.

JPST's major insiders: who are they?

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

Did an insider recently sell JPST stock?

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

Which insider recently purchased JPST stock?

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

How much of JPST does insiders own?

Around 0 JPMorgan Ultra-Short Income ETF shares are held by insiders, which represents about N/A of JPST stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JPST?

FMR LLC is the largest institutional owner in JPST which holds 10.75 million shares worth $543.83M or 1.48% of the total JPST shares outstanding followed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC with ownership of 11.45 million shares representing 1.58% of the JPST ownership. MAI CAPITAL MANAGEMENT is the third largest stakeholder with 805.18 thousand shares or 0.11% of the ownership worth more than $40.73M.

Is JPMorgan Ultra-Short Income 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 JPST is concerned, it is a stock which is optionable.

Is there a short position on JPST's shares?

Number of JPST 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 JPST shares are there?

As of today, null shares of JPST are outstanding.

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

JPST 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 JPST is null.

JPMorgan Ultra-Short Income ETF (JPST) 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

OptionableYes

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. FMR LLC is the top corporate investor, holding 10.75M shares valued at $543.83M. A 1.48% stake in JPMorgan Ultra-Short Income ETF is owned by the company. CHARLES SCHWAB INVESTMENT MANAGEMENT INC owns 11.45M shares valued at $579.02M, which translates its holding of 1.58% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	FMR LLC	1.48%	10.75M	543.83M	-1.03M	-8.77%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.58%	11.45M	579.02M	194.86K	+1.73%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.11%	805.18K	40.73M	185.94K	+30.03%
Dec 31, 2025	GREENWOOD GEARHART INC	0.22%	1.59M	80.33M	192.92K	+13.83%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.22%	16.18M	818.31M	148.07K	+0.92%
Dec 31, 2025	PETERSON WEALTH ADVISORS, LLC	0.12%	879.73K	44.51M	63.67K	+7.80%
Dec 31, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.12%	889.9K	45.02M	-1M	-52.96%
Dec 31, 2025	ROUND ROCK ADVISORS, LLC	0.12%	900.93K	45.58M	21.17K	+2.41%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.12%	902.02K	45.63M	9.8K	+1.10%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.13%	919.4K	46.68M	52.49K	+6.05%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	942.75K	47.69M	118.42K	+14.37%
Dec 31, 2025	CRANE ADVISORY, LLC	0.16%	1.17M	59.36M	-305.54K	-20.68%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.17%	1.21M	61.31M	-93.96K	-7.20%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.55%	4.01M	203.04M	-993.73K	-19.85%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	4.34M	219.35M	370.93K	+9.36%
Dec 31, 2025	LPL FINANCIAL LLC	2.7%	19.62M	992.62M	1.46M	+8.04%
Dec 31, 2025	LEGACY WEALTH MANAGEMENT, INC	0.23%	1.63M	82.53M	83.13K	+5.37%
Dec 31, 2025	FIFTH THIRD BANCORP	0.23%	1.69M	85.27M	304.04K	+22.01%
Dec 31, 2025	QUADRANT CAPITAL GROUP LLC	0.24%	1.74M	88.21M	239.53K	+15.93%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	1.77M	89.57M	-171.18K	-8.82%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	1.77M	89.78M	329.6K	+22.81%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.25%	1.81M	91.41M	152.37K	+9.21%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.25%	1.82M	91.92M	-37.62K	-2.03%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.27%	1.93M	97.39M	761.03K	+65.37%
Dec 31, 2025	BETTERMENT LLC	1.81%	13.18M	666.83M	1M	+8.23%
Dec 31, 2025	MORGAN STANLEY	8.44%	61.47M	3.11B	1.45M	+2.42%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.13%	940.41K	47.58M	870.05K	+1,236.71%
Dec 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.13%	959.53K	48.57M	379.9K	+65.54%
Dec 31, 2025	MCMORGAN & CO LLC	0.14%	999.27K	50.55M	154.28K	+18.26%
Dec 31, 2025	ACORNS ADVISERS, LLC	0.14%	1.01M	50.97M	20.68K	+2.09%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.15%	1.06M	53.75M	273.96K	+34.74%
Dec 31, 2025	CWM, LLC	0.15%	1.12M	56.42M	-46.52K	-4.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	1.13M	56.94M	-29.92K	-2.59%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.16%	1.14M	57.54M	525.13K	+85.76%
Dec 31, 2025	SEI INVESTMENTS CO	0.16%	1.14M	57.88M	16.02K	+1.42%
Dec 31, 2025	JPMORGAN CHASE & CO	14.71%	106.47M	5.39B	9.73M	+10.06%
Dec 31, 2025	SIGNATUREFD, LLC	0.11%	808.58K	40.91M	-27.43K	-3.28%
Dec 31, 2025	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.11%	810.49K	41M	8.62K	+1.08%
Dec 31, 2025		0.17%	1.26M	63.54M	1.26M	+100.00%
Dec 31, 2025	UBS GROUP AG	1.3%	9.47M	479.06M	531.08K	+5.94%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.26%	1.87M	94.73M	59.92K	+3.31%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.79%	5.7M	288.31M	-1.39M	-19.63%
Dec 31, 2025	CERITY PARTNERS LLC	0.67%	4.88M	247.03M	-210.01K	-4.12%
Dec 31, 2025	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.67%	4.88M	247.98M	1.02M	+26.28%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	5.9M	298.36M	699.78K	+13.46%
Dec 31, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	0.81%	5.92M	299.47M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.32%	9.61M	486.02M	233.03K	+2.49%
Dec 31, 2025	STEPHENS INC /AR/	0.11%	806.3K	40.79M	47.1K	+6.20%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.16%	1.16M	58.57M	54.02K	+4.89%
Dec 31, 2025	KENSINGTON ASSET MANAGEMENT, LLC	0.16%	1.16M	59.01M	81.77K	+7.57%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.16%	1.18M	59.92M	226.24K	+23.61%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	1.21M	61.44M	323.12K	+36.25%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	1.27M	64.16M	938.62K	+285.98%
Dec 31, 2025	ROCK CREEK GROUP, LP	0.18%	1.29M	65.51M	37.89K	+3.01%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.19%	1.35M	68.23M	-616.23K	-31.36%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	1.38M	69.86M	229.95K	+19.98%
Dec 31, 2025	LIDO ADVISORS, LLC	0.19%	1.41M	71.38M	1.28M	+1,017.06%
Dec 31, 2025	COLONY GROUP, LLC	0.2%	1.44M	72.96M	863.99K	+149.94%
Dec 31, 2025	ASSETMARK, INC	0.21%	1.52M	77.02M	80.58K	+5.59%
Dec 31, 2025	CORNERSTONE MANAGEMENT, INC.	0.27%	1.92M	97.33M	49.27K	+2.63%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.35%	2.53M	128M	1.18M	+87.09%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	2.58M	130.42M	-244.56K	-8.67%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.42%	3.07M	155.07M	130.74K	+4.46%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.44%	3.24M	38.4M	2.56M	+375.21%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	3.27M	165.53M	835.31K	+34.28%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.48%	3.51M	177.79M	-43.58K	-1.22%
Dec 31, 2025	ROYAL BANK OF CANADA	0.66%	4.84M	244.75M	397.43K	+8.95%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	1.31%	9.44M	475.27M	140.55K	+1.51%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	824.33K	41.82M	824.33K	+100.00%
Sep 30, 2025	LEGACY WEALTH MANAGEMENT, INC	0.23%	1.55M	78.54M	69.92K	+4.73%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.25%	1.65M	83.94M	19.44K	+1.19%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.28%	1.85M	94.08M	192.29K	+11.57%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.27%	1.81M	91.52M	-118.03K	-6.13%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.19%	1.31M	66.24M	123.08K	+10.41%
Sep 30, 2025	SEI INVESTMENTS CO	0.17%	1.13M	57.23M	18.59K	+1.68%
Sep 30, 2025	KENSINGTON ASSET MANAGEMENT, LLC	0.16%	1.08M	54.8M	1.01M	+1,382.67%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	2.82M	143.21M	72.04K	+2.62%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	2.44M	123.61M	52.61K	+2.21%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.13%	892.22K	45.26M	-35.57K	-3.83%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.13%	866.91K	43.98M	499.38K	+135.87%
Sep 30, 2025	MCMORGAN & CO LLC	0.13%	844.99K	42.87M	134.74K	+18.97%
Sep 30, 2025	SIGNATUREFD, LLC	0.12%	836.01K	42.41M	78.5K	+10.36%
Sep 30, 2025	NAVITER WEALTH, LLC	0.12%	820.7K	41.63M	-137.5K	-14.35%
Sep 30, 2025	PETERSON WEALTH ADVISORS, LLC	0.12%	816.07K	41.31M	-116.71K	-12.51%
Sep 30, 2025	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.12%	801.87K	40.68M	36.59K	+4.78%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	788.5K	40M	51.66K	+7.01%
Sep 30, 2025	MGO ONE SEVEN LLC	0.11%	762.16K	38.66M	-91.13K	-10.68%
Sep 30, 2025	STEPHENS INC /AR/	0.11%	759.19K	38.51M	16.57K	+2.23%
Sep 30, 2025	JPMORGAN CHASE & CO	14.35%	96.74M	4.91B	7.79M	+8.75%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.16%	1.1M	55.99M	74.65K	+7.25%
Sep 30, 2025	LPL FINANCIAL LLC	2.69%	18.16M	921.34M	1.25M	+7.37%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.29%	1.96M	99.68M	-482.03K	-19.70%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	1.94M	98.5M	-508.33K	-20.75%
Sep 30, 2025	CORNERSTONE MANAGEMENT, INC.	0.28%	1.87M	95.1M	160.61K	+9.37%
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.2%	1.35M	68.58M	93.5K	+7.43%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	958.13K	48.61M	51.72K	+5.71%
Sep 30, 2025	MORGAN STANLEY	8.9%	60.02M	3.04B	-491.21K	-0.81%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	1.38%	9.3M	469.49M	413.85K	+4.66%
Sep 30, 2025	UBS GROUP AG	1.33%	8.94M	453.44M	-387.95K	-4.16%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.05%	7.09M	358.73M	232.92K	+3.40%
Sep 30, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	0.88%	5.92M	300.3M	5.92M	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.77%	5.2M	263.69M	557.41K	+12.01%
Sep 30, 2025	CERITY PARTNERS LLC	0.76%	5.09M	258.37M	-138.19K	-2.64%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.74%	5.01M	254.01M	183.98K	+3.81%
Sep 30, 2025	ROYAL BANK OF CANADA	0.66%	4.44M	225.27M	72.63K	+1.66%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.59%	3.96M	201.14M	-25.38K	-0.64%
Sep 30, 2025	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.57%	3.87M	196.22M	53.1K	+1.39%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.53%	3.56M	180.62M	-24.91K	-0.70%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	2.93M	148.87M	997.05K	+51.46%
Sep 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.28%	1.89M	95.97M	891.7K	+89.17%
Sep 30, 2025	QUADRANT CAPITAL GROUP LLC	0.22%	1.5M	76.3M	-163.13K	-9.78%
Sep 30, 2025	CRANE ADVISORY, LLC	0.22%	1.48M	74.78M	56.36K	+3.97%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.22%	1.46M	74.3M	-105.01K	-6.69%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	1.44M	73.32M	300.17K	+26.22%
Sep 30, 2025	ASSETMARK, INC	0.21%	1.44M	73.14M	34.9K	+2.48%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.21%	1.43M	72.67M	-258.01K	-15.26%
Sep 30, 2025	GREENWOOD GEARHART INC	0.21%	1.39M	70.76M	83.88K	+6.40%
Sep 30, 2025	FIFTH THIRD BANCORP	0.2%	1.38M	70.09M	61.87K	+4.69%
Sep 30, 2025	CWM, LLC	0.17%	1.16M	58.94M	27.07K	+2.39%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	1.16M	58.61M	65.2K	+5.98%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.17%	1.15M	58.38M	15.33K	+1.35%
Sep 30, 2025	ACORNS ADVISERS, LLC	0.15%	986.9K	50.07M	11.07K	+1.13%
Sep 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.14%	940.28K	47.7M	12.63K	+1.36%
Sep 30, 2025	ROCK CREEK GROUP, LP	0.19%	1.26M	63.77M	119.73K	+10.53%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.17%	1.16M	59.06M	-17.25K	-1.46%
Sep 30, 2025	PARAGON ADVISORS, LLC	0.14%	911.58K	46.24M	658.25K	+259.84%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.38%	16.03M	813.06M	-279.75K	-1.72%
Sep 30, 2025	BETTERMENT LLC	1.81%	12.18M	617.82M	887.52K	+7.86%
Sep 30, 2025	FMR LLC	1.75%	11.78M	597.75M	-1.41M	-10.67%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.67%	11.25M	570.74M	157.25K	+1.42%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.39%	9.37M	475.54M	1.27M	+15.67%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.19%	1.2M	61.01M	310.07K	+34.69%
Jun 30, 2025	LEGACY WEALTH MANAGEMENT, INC	0.23%	1.48M	74.92M	31.82K	+2.20%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.25%	1.64M	82.87M	8.88K	+0.55%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	3.58M	181.54M	664.51K	+22.77%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	3.99M	202.17M	1.03M	+34.66%
Jun 30, 2025	ROYAL BANK OF CANADA	0.67%	4.37M	221.37M	880.2K	+25.24%
Jun 30, 2025	UBS GROUP AG	1.44%	9.33M	472.66M	502.39K	+5.69%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	2.45M	124.16M	354.05K	+16.89%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.38%	2.45M	124.02M	917.1K	+59.94%
Jun 30, 2025	CORNERSTONE MANAGEMENT, INC.	0.26%	1.71M	86.87M	62.74K	+3.80%
Jun 30, 2025	FOUNTAINHEAD AM, LLC	0.24%	1.57M	79.55M	-230.28K	-12.79%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.17%	1.14M	57.55M	-19.85K	-1.72%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.14%	927.79K	47.02M	-2.58K	-0.28%
Jun 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.14%	927.65K	47.01M	927.65K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	916.65K	46.46M	271.78K	+42.14%
Jun 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.12%	811.13K	41.11M	-43.08K	-5.04%
Jun 30, 2025	BRAMSHILL INVESTMENTS, LLC	0.12%	780.8K	39.57M	0	0
Jun 30, 2025	ROOF EIDAM & MAYCOCK/ADV	0.12%	779.79K	39.52M	-33.32K	-4.10%
Jun 30, 2025	BETTERMENT LLC	1.74%	11.29M	572.23M	2.11M	+22.92%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	1.37%	8.89M	450.48M	342.79K	+4.01%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.06%	6.85M	346.12M	1.27M	+22.65%
Jun 30, 2025	IRON HORSE WEALTH MANAGEMENT, LLC	0.11%	690.85K	35.01M	36.89K	+5.64%
Jun 30, 2025	COLONY GROUP, LLC	0.11%	687.84K	34.86M	2.79K	+0.41%
Jun 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.1%	674.5K	34.18M	179K	+36.13%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.74%	4.82M	244.44M	1.04M	+27.64%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.71%	4.64M	235.18M	692.19K	+17.53%
Jun 30, 2025	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.59%	3.81M	193.34M	1.13M	+42.21%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	2.38M	120.83M	-607.54K	-20.31%
Jun 30, 2025	ROUND ROCK ADVISORS, LLC	0.18%	1.18M	59.95M	185.87K	+18.64%
Jun 30, 2025	CWM, LLC	0.17%	1.13M	57.51M	-25.01K	-2.16%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.25%	8.1M	410.72M	653.31K	+8.77%
Jun 30, 2025	CERITY PARTNERS LLC	0.81%	5.23M	265.11M	279.57K	+5.65%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	2.75M	139.39M	312.72K	+12.83%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.26%	1.69M	85.68M	-447.24K	-20.92%
Jun 30, 2025	FIFTH THIRD BANCORP	0.2%	1.32M	66.88M	95.01K	+7.76%
Jun 30, 2025	GREENWOOD GEARHART INC	0.2%	1.31M	66.44M	159.64K	+13.87%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	1.09M	55.25M	113.55K	+11.63%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.3%	1.94M	98.19M	-41.68K	-2.11%
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.16%	1.03M	52.15M	-53.56K	-4.95%
Jun 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.15%	1M	50.68M	0	0
Jun 30, 2025	MORGAN STANLEY	9.32%	60.51M	3.07B	5.11M	+9.23%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.19%	1.26M	63.8M	1.14M	+941.72%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	1.18M	59.94M	228.78K	+23.98%
Jun 30, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.18%	1.18M	59.89M	-178.3K	-13.11%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.18%	1.18M	59.87M	50.88K	+4.50%
Jun 30, 2025	SEI INVESTMENTS CO	0.17%	1.11M	56.23M	5.5K	+0.50%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.71%	11.09M	562.21M	94.08K	+0.86%
Jun 30, 2025	FMR LLC	2.03%	13.19M	668.51M	1.24M	+10.36%
Jun 30, 2025	LPL FINANCIAL LLC	2.6%	16.91M	857.24M	1.76M	+11.58%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.51%	16.31M	826.44M	2.16M	+15.29%
Jun 30, 2025	JPMORGAN CHASE & CO	13.7%	88.96M	4.51B	-11.16M	-11.15%
Jun 30, 2025	ASSETMARK, INC	0.22%	1.41M	71.3M	84.69K	+6.41%
Jun 30, 2025	MCMORGAN & CO LLC	0.11%	710.25K	36M	306.6K	+75.96%
Jun 30, 2025	STEPHENS INC /AR/	0.11%	742.63K	37.64M	-22.48K	-2.94%
Jun 30, 2025	CRANE ADVISORY, LLC	0.22%	1.42M	71.83M	503.29K	+54.83%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.26%	1.66M	84.25M	106.93K	+6.87%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0.26%	1.67M	84.5M	-1.31M	-43.93%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.3%	1.93M	97.56M	-102.94K	-5.07%
Jun 30, 2025	ALPHA OMEGA WEALTH MANAGEMENT LLC	0.12%	765.27K	38.78M	21.81K	+2.93%
Jun 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.11%	708.21K	35.89M	14.67K	+2.11%
Jun 30, 2025	MGO ONE SEVEN LLC	0.13%	853.29K	43.24M	-12.77K	-1.47%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	906.41K	45.94M	267.33K	+41.83%
Jun 30, 2025	MARINER, LLC	0.14%	911.42K	46.19M	361.78K	+65.82%
Jun 30, 2025	PETERSON WEALTH ADVISORS, LLC	0.14%	932.78K	47.27M	967	+0.10%
Jun 30, 2025	NAVITER WEALTH, LLC	0.15%	958.2K	48.56M	505.74K	+111.78%
Jun 30, 2025	ACORNS ADVISERS, LLC	0.15%	975.83K	49.46M	3.65K	+0.38%
Jun 30, 2025	ROCK CREEK GROUP, LP	0.18%	1.14M	57.64M	-489.43K	-30.09%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	1.14M	58M	310.17K	+37.16%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	988.28K	50.09M	139.34K	+16.41%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	2.1M	106.12M	284.2K	+15.69%
Mar 31, 2025	MORGAN STANLEY	9.07%	55.4M	2.8B	555.64K	+1.01%
Mar 31, 2025	JPMORGAN CHASE & CO	16.39%	100.11M	5.07B	2.6M	+2.66%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.27%	1.63M	82.34M	5.35K	+0.33%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	1.4%	8.55M	430.32M	229.09K	+2.75%
Mar 31, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.16%	1M	50.63M	0	0
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.18%	1.08M	54.81M	117.65K	+12.19%
Mar 31, 2025	SEI INVESTMENTS CO	0.18%	1.1M	55.89M	-10.34K	-0.93%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.19%	1.13M	57.24M	132.46K	+13.27%
Mar 31, 2025	GREENWOOD GEARHART INC	0.19%	1.15M	58.29M	388.67K	+50.96%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	1.16M	58.5M	129.96K	+12.67%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.37%	2.28M	115.31M	446.8K	+24.40%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.39%	2.41M	121.81M	98.13K	+4.25%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	2.44M	123.42M	247.57K	+11.31%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0.49%	2.97M	150.55M	1.11M	+59.76%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	2.99M	151.47M	-789.53K	-20.88%
Mar 31, 2025	UBS GROUP AG	1.44%	8.82M	446.75M	-557.41K	-5.94%
Mar 31, 2025	BETTERMENT LLC	1.5%	9.19M	465.07M	2.97M	+47.77%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.8%	11M	556.89M	18.38K	+0.17%
Mar 31, 2025	FMR LLC	1.96%	11.95M	605.16M	-2.28M	-16.01%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	2.96M	150.03M	292.67K	+10.96%
Mar 31, 2025	CWM, LLC	0.19%	1.16M	58.72M	59.15K	+5.37%
Mar 31, 2025	FIFTH THIRD BANCORP	0.2%	1.22M	62M	143.98K	+13.32%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.21%	1.31M	66.1M	317.57K	+32.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.32%	14.14M	716.13M	-283.27K	-1.96%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.62%	3.78M	191.32M	411.4K	+12.22%
Mar 31, 2025	ROYAL BANK OF CANADA	0.57%	3.49M	176.58M	-153.76K	-4.22%
Mar 31, 2025	LEGACY WEALTH MANAGEMENT, INC	0.24%	1.45M	73.24M	1.8K	+0.12%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.25%	1.56M	78.75M	50.74K	+3.37%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.48%	2.92M	147.46M	902.84K	+44.80%
Mar 31, 2025	BRIDGEWATER ADVISORS INC.	0.33%	2.03M	102.71M	106.46K	+5.54%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	1.98M	100.2M	-39.52K	-1.96%
Mar 31, 2025	FOUNTAINHEAD AM, LLC	0.29%	1.8M	91.13M	1.09M	+153.88%
Mar 31, 2025	ASSETMARK, INC	0.22%	1.32M	66.94M	34.35K	+2.67%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.25%	1.53M	77.46M	-677.91K	-30.70%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.35%	2.14M	108.24M	-65.9K	-2.99%
Mar 31, 2025	LPL FINANCIAL LLC	2.48%	15.16M	767.51M	2.46M	+19.41%
Mar 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.28%	1.74M	88.13M	1.59M	+1,058.13%
Mar 31, 2025	MEMBERS CAPITAL ADVISORS INC	0.16%	995K	50.38M	-500K	-33.44%
Mar 31, 2025	SIGNATUREFD, LLC	0.18%	1.09M	55.13M	-119.15K	-9.86%
Mar 31, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.22%	1.36M	68.86M	-446.66K	-24.72%
Mar 31, 2025	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.44%	2.68M	135.82M	199.49K	+8.03%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.22%	7.45M	377.24M	320.74K	+4.50%
Mar 31, 2025	CORNERSTONE MANAGEMENT, INC.	0.27%	1.65M	83.6M	36.29K	+2.25%
Mar 31, 2025	ROCK CREEK GROUP, LP	0.27%	1.63M	82.35M	176.38K	+12.16%
Mar 31, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	2.72%	16.64M	842.66M	16.64M	+100.00%
Mar 31, 2025	ROUND ROCK ADVISORS, LLC	0.16%	997.04K	50.48M	286.56K	+40.33%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.91%	5.59M	282.94M	506.32K	+9.96%
Mar 31, 2025	CERITY PARTNERS LLC	0.81%	4.95M	250.7M	393.59K	+8.64%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	3.95M	199.9M	496.09K	+14.37%

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