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

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

BCGM WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in JAVA by -16.28% restricting it's holding to 174.73 thousand shares of worth nearly $13.88M. DAYMARK WEALTH PARTNERS, LLC also lessened -6.55% of the JAVA shares from its portfolio, reducing its holding to 404.17 thousand shares of worth $32.10M. COLONY GROUP, LLC also shunned JAVA shares holding by -0.91% last quarter which brought its holding to 428.83 thousand shares worth $34.05M.

Investors who are buying JAVA stock?

As per its latest 13F filing, BENJAMIN EDWARDS INC increased its stake in JAVA by 2.06% in the last quarter. The institutional holder raised its holding to 119.71 thousand shares having worth more than $9.51M. CAPITAL ANALYSTS, LLC also added 6.09% more shares of JAVA to its portfolio, raising its holding to 131.39 thousand shares of worth $10.43M. OPENARC CORPORATE ADVISORY, LLC also increased its JAVA shares holding by 13.82% which brought its holding to 2.66 million shares worth $211.28M.

JAVA's major insiders: who are they?

The insider with the most stakes in JAVA is SCHWARTZ JONATHAN I , President and CEO at the company. Additionally, JAVA stock is highly held by EVP, General Counsel & Sec. DILLON MICHAEL A and Chief HR Officer & EVP MacGowan William N among others.

Did an insider recently sell JAVA stock?

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

Which insider recently purchased JAVA stock?

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

How much of JAVA does insiders own?

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

Who is the insider with the largest stake?

JAVA President and CEO, SCHWARTZ JONATHAN I holds the largest portfolio of the company's shares. JAVA shares owned by SCHWARTZ total nearly 500.14 thousand.

Which institution holds the most shares in JAVA?

BENJAMIN EDWARDS INC is the largest institutional owner in JAVA which holds 119.71 thousand shares worth $9.51M or 0.14% of the total JAVA shares outstanding followed by CAPITAL ANALYSTS, LLC with ownership of 131.39 thousand shares representing 0.16% of the JAVA ownership. UBS ASSET MANAGEMENT AMERICAS INC is the third largest stakeholder with 142.74 thousand shares or 0.17% of the ownership worth more than $11.33M.

Is JPMorgan Active Value 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 JAVA is concerned, it is a stock which is optionable.

Is there a short position on JAVA's shares?

Number of JAVA 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 JAVA shares are there?

As of today, null shares of JAVA are outstanding.

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

JAVA 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 JAVA is null.

JPMorgan Active Value ETF (JAVA) 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. BENJAMIN EDWARDS INC is the top corporate investor, holding 119.71K shares valued at $9.51M. A 0.14% stake in JPMorgan Active Value ETF is owned by the company. CAPITAL ANALYSTS, LLC owns 131.39K shares valued at $10.43M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BENJAMIN EDWARDS INC	0.14%	119.71K	9.51M	2.42K	+2.06%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.16%	131.39K	10.43M	7.54K	+6.09%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.17%	142.74K	11.33M	0	0
Jun 30, 2026	OPENARC CORPORATE ADVISORY, LLC	3.25%	2.66M	211.28M	322.99K	+13.82%
Jun 30, 2026	INTELLUS ADVISORS LLC	0.6%	490.29K	38.93M	8.67K	+1.80%
Jun 30, 2026	GILL CAPITAL PARTNERS, LLC	0.22%	182.05K	14.46M	2.3K	+1.28%
Jun 30, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.19%	155.6K	12.36M	11.42K	+7.92%
Jun 30, 2026	KEYVANTAGE WEALTH, LLC	0.19%	156.92K	12.46M	11.45K	+7.87%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.2%	164.36K	13.05M	9.95K	+6.45%
Jun 30, 2026		0.29%	242.2K	19.23M	18.93K	+8.48%
Jun 30, 2026	BCGM WEALTH MANAGEMENT, LLC	0.21%	174.73K	13.88M	-33.99K	-16.28%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.21%	177.12K	14.07M	11.11K	+6.69%
Jun 30, 2026	CENTERLINE WEALTH ADVISORS, LLC	0.37%	305.29K	24.24M	15.68K	+5.42%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	307.63K	24.43M	56.15K	+22.33%
Jun 30, 2026	UBS GROUP AG	0.38%	308.4K	24.49M	731	+0.24%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.48%	394.61K	31.34M	221	+0.06%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.49%	404.17K	32.1M	-28.33K	-6.55%
Jun 30, 2026	COLONY GROUP, LLC	0.52%	428.83K	34.05M	-3.94K	-0.91%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.72%	591.14K	46.94M	119.08K	+25.23%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	620.92K	49.31M	-216.13K	-25.82%
Jun 30, 2026	CI INVESTMENTS INC.	0.77%	634.88K	50.42M	86.96K	+15.87%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.8%	658.7K	52.31M	42.27K	+6.86%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.37%	1.12M	89.04M	-78.71K	-6.56%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.78%	1.46M	115.84M	1.46M	+100.00%
Jun 30, 2026	MORGAN STANLEY	2.06%	1.69M	134.05M	-181.56K	-9.71%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.29%	1.88M	149.24M	91.09K	+5.09%
Jun 30, 2026	DYNASTY WEALTH MANAGEMENT, LLC	11.05%	9.05M	718.92M	855.43K	+10.43%
Jun 30, 2026	JPMORGAN CHASE & CO	25.11%	20.57M	1.64B	-1.01M	-4.67%
Jun 30, 2026	SAGESPRING WEALTH PARTNERS, LLC	6.33%	5.19M	411.95M	422.27K	+8.86%
Jun 30, 2026	LPL FINANCIAL LLC	8.82%	7.23M	573.86M	539.15K	+8.06%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	0.22%	179.62K	14.38M	26.22K	+17.10%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.68%	561.09K	44.58M	151.75K	+37.07%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.86%	703.55K	55.87M	-394.62K	-35.93%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.89%	730.95K	58.04M	-1.04M	-58.74%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.9%	735.63K	58.42M	191.65K	+35.23%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.29%	1.05M	83.32M	169.97K	+19.21%
Jun 30, 2026	ROYAL BANK OF CANADA	1.59%	1.31M	103.76M	106.47K	+8.87%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	3.1%	2.54M	201.65M	-202.34K	-7.38%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	344.9K	27.39M	2.94K	+0.86%
Jun 30, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.46%	374.16K	29.71M	5.85K	+1.59%
Jun 30, 2026	AMERICANA PARTNERS, LLC	0.46%	378.71K	30.07M	-1.81K	-0.48%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.46%	380.93K	30.25M	55.04K	+16.89%
Jun 30, 2026	STEPH & CO	1.11%	912.6K	72.47M	-1.79K	-0.20%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.14%	930.34K	73.88M	-43.33K	-4.45%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.17%	956.19K	75.93M	-21.95K	-2.24%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.25%	207.08K	16.44M	25.03K	+13.75%
Jun 30, 2026	DAVENPORT & CO LLC	0.29%	240.78K	19.12M	104.87K	+77.16%
Jun 30, 2026	STOREN LEGACY PARTNERS, LLC	0.3%	242.2K	19.23M	18.93K	+8.48%
Jun 30, 2026	PRISM ADVISORS, INC.	0.3%	242.98K	19.3M	-1.89K	-0.77%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.29%	237.04K	18.82M	-26.3K	-9.99%
Jun 30, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.3%	246.31K	19.56M	33.11K	+15.53%
Jun 30, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.31%	253.01K	20.09M	4.81K	+1.94%
Jun 30, 2026	UNIQUE WEALTH, LLC	0.57%	470.59K	37.37M	71.53K	+17.93%
Jun 30, 2026	FSM WEALTH ADVISORS, LLC	0.67%	550.53K	43.72M	25.64K	+4.88%
Jun 30, 2026	CONVERGENCE FINANCIAL, LLC	0.67%	552.02K	43.84M	200.02K	+56.82%
Jun 30, 2026	NORTHWEST FINANCIAL ADVISORS	0.69%	567.6K	45.07M	567.6K	+100.00%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.01%	827.13K	65.68M	36.41K	+4.60%
Jun 30, 2026	ORRSTOWN FINANCIAL SERVICES INC	1.06%	864.65K	68.66M	15.81K	+1.86%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.29%	239.86K	19.05M	7.89K	+3.40%
Jun 30, 2026	WNY ASSET MANAGEMENT, LLC	0.56%	455.06K	36.14M	816	+0.18%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.16%	129.25K	10.26M	2.02K	+1.59%
Mar 31, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.3%	248.19K	17.81M	7.53K	+3.13%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.47%	394.38K	28.3M	-30.88K	-7.26%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.95%	790.72K	56.73M	18.75K	+2.43%
Mar 31, 2026	WNY ASSET MANAGEMENT, LLC	0.54%	454.24K	32.59M	454.24K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1%	837.05K	60.06M	-175.33K	-17.32%
Mar 31, 2026	ORRSTOWN FINANCIAL SERVICES INC	1.02%	848.84K	60.9M	33.96K	+4.17%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.06%	884.67K	62.19M	176K	+24.83%
Mar 31, 2026	STEPH & CO	1.09%	914.39K	65.61M	92.07K	+11.20%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.12%	1.77M	127.12M	955.07K	+116.95%
Mar 31, 2026	ROYAL BANK OF CANADA	1.44%	1.2M	86.11M	546.59K	+83.64%
Mar 31, 2026	MORGAN STANLEY	2.24%	1.87M	134.14M	76.5K	+4.27%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.21%	166.01K	11.91M	21.18K	+14.62%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.65%	543.98K	39.03M	64.28K	+13.40%
Mar 31, 2026	CI INVESTMENTS INC.	0.66%	547.92K	39.31M	119.6K	+27.92%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.74%	616.43K	44.23M	20.93K	+3.52%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	1.31%	1.1M	78.79M	473.03K	+75.67%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.4%	2.74M	196.61M	105.4K	+4.00%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.22%	182.05K	13.06M	-7.05K	-3.73%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.28%	231.98K	16.64M	12.7K	+5.79%
Mar 31, 2026	PRISM ADVISORS, INC.	0.29%	244.88K	17.57M	-9.98K	-3.92%
Mar 31, 2026	CWM, LLC	0.29%	245.01K	17.58M	-15.86K	-6.08%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.32%	263.34K	18.89M	259.05K	+6,038.55%
Mar 31, 2026	CENTERLINE WEALTH ADVISORS, LLC	0.35%	289.6K	20.78M	67.72K	+30.52%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.57%	472.05K	33.87M	4.14K	+0.89%
Mar 31, 2026		0.27%	223.27K	16.02M	223.27K	+100.00%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.52%	432.5K	31.03M	25.68K	+6.31%
Mar 31, 2026	COLONY GROUP, LLC	0.52%	432.76K	31.05M	8.77K	+2.07%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.53%	438.9K	31.49M	9.06K	+2.11%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.17%	973.67K	69.86M	-61.94K	-5.98%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.17%	978.14K	70.18M	-42.5K	-4.16%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.44%	1.2M	86.1M	-22.65K	-1.85%
Mar 31, 2026	UBS GROUP AG	0.37%	307.67K	22.08M	-448.19K	-59.30%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.39%	325.9K	23.38M	147.17K	+82.34%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.15%	123.85K	8.89M	7.47K	+6.42%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.16%	127.23K	9.13M	25.09K	+24.56%
Mar 31, 2026	WEIL COMPANY, INC.	0.16%	128.23K	9.2M	-1.63K	-1.25%
Mar 31, 2026	DAVENPORT & CO LLC	0.17%	135.91K	9.75M	16.77K	+14.07%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.18%	142.74K	10.24M	142.74K	+100.00%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.18%	144.18K	10.35M	22.38K	+18.37%
Mar 31, 2026	KEYVANTAGE WEALTH, LLC	0.18%	145.47K	10.44M	6.62K	+4.77%
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	0.19%	153.39K	11.01M	2.92K	+1.94%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.14%	1.79M	128.31M	403.1K	+29.10%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	5.7%	4.77M	341.91M	565.59K	+13.47%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.41%	341.96K	24.54M	306.75K	+871.11%
Mar 31, 2026	UNIQUE WEALTH, LLC	0.48%	399.06K	28.63M	114.44K	+40.21%
Mar 31, 2026	CONVERGENCE FINANCIAL, LLC	0.42%	352K	25.34M	-9.45K	-2.61%
Mar 31, 2026	LPL FINANCIAL LLC	8.01%	6.69M	479.82M	424.68K	+6.78%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	9.81%	8.2M	588.19M	3.42M	+71.63%
Mar 31, 2026	JPMORGAN CHASE & CO	25.83%	21.58M	1.53B	1.18M	+5.78%
Mar 31, 2026	AMERICANA PARTNERS, LLC	0.46%	380.52K	27.3M	-164.69K	-30.21%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.44%	368.32K	26.43M	5.86K	+1.62%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.22%	179.75K	12.9M	10.99K	+6.51%
Mar 31, 2026	BCGM WEALTH MANAGEMENT, LLC	0.25%	208.72K	14.98M	-1.58K	-0.75%
Mar 31, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.26%	213.2K	15.3M	13.2K	+6.60%
Mar 31, 2026	INTELLUS ADVISORS LLC	0.58%	481.62K	34.56M	4.99K	+1.05%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.59%	495.71K	35.57M	495.71K	+100.00%
Mar 31, 2026	FSM WEALTH ADVISORS, LLC	0.63%	524.89K	37.66M	53.53K	+11.36%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	251.48K	18.04M	32.41K	+14.79%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.49%	409.34K	29.38M	-27.74K	-6.35%
Dec 31, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.18%	814.88K	58.44M	34.83K	+4.47%
Dec 31, 2025	WEIL COMPANY, INC.	0.19%	129.86K	9.31M	-3.93K	-2.93%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.58%	429.85K	30.83M	-24.78K	-5.45%
Dec 31, 2025	CI INVESTMENTS INC.	0.58%	428.32K	30.72M	22.2K	+5.47%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.59%	406.82K	29.18M	35.25K	+9.49%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.57%	425.26K	30.5M	52.05K	+13.95%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.16%	119.85K	8.6M	35.84K	+42.67%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.16%	116.38K	8.35M	2.98K	+2.63%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.15%	102.14K	7.33M	96.7K	+1,779.25%
Dec 31, 2025	JPMORGAN CHASE & CO	27.29%	20.4M	1.46B	4.44M	+27.80%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.85%	1.39M	99.35M	102.03K	+7.95%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.64%	1.22M	87.69M	-787	-0.06%
Dec 31, 2025	FSM WEALTH ADVISORS, LLC	0.69%	471.36K	33.81M	19.66K	+4.35%
Dec 31, 2025	INTELLUS ADVISORS LLC	0.64%	476.63K	34.18M	7.39K	+1.57%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.63%	467.91K	33.56M	12.18K	+2.67%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	219.07K	15.71M	60.96K	+38.56%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.21%	144.83K	10.39M	76.47K	+111.86%
Dec 31, 2025	LPL FINANCIAL LLC	8.43%	6.26M	449.16M	531.46K	+9.27%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	6.43%	4.78M	342.57M	1.01M	+26.97%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	6.1%	4.2M	258.77M	355.01K	+9.23%
Dec 31, 2025	MORGAN STANLEY	2.4%	1.79M	128.6M	161.65K	+9.91%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.35%	1.01M	72.61M	5.56K	+0.55%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.09%	816.62K	58.57M	-17.23K	-2.07%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.64%	479.7K	34.4M	-15.11K	-3.05%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	437.07K	31.36M	-53.97K	-10.99%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.53%	362.45K	26M	10.48K	+2.98%
Dec 31, 2025	CONVERGENCE FINANCIAL, LLC	0.49%	361.45K	25.92M	4.42K	+1.24%
Dec 31, 2025	UNIQUE WEALTH, LLC	0.41%	284.62K	20.41M	44.62K	+18.59%
Dec 31, 2025	PRISM ADVISORS, INC.	0.37%	254.86K	18.28M	12.37K	+5.10%
Dec 31, 2025	KEYVANTAGE WEALTH, LLC	0.19%	138.85K	9.96M	-66.27K	-32.31%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.14%	1.59M	114.03M	30.63K	+1.96%
Dec 31, 2025		2.17%	1.62M	116.51M	1.62M	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.53%	2.64M	189.08M	104.8K	+4.14%
Dec 31, 2025	CENTERLINE WEALTH ADVISORS, LLC	0.32%	221.88K	15.91M	91.84K	+70.62%
Dec 31, 2025	BCGM WEALTH MANAGEMENT, LLC	0.31%	210.3K	15.08M	53.01K	+33.70%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.29%	219.27K	15.73M	17.36K	+8.60%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.24%	178.73K	12.82M	53.88K	+43.16%
Dec 31, 2025	ARQ WEALTH ADVISORS, LLC	0.2%	150.47K	10.79M	14.19K	+10.41%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	150.28K	10.78M	74.87K	+99.27%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.48%	1.02M	73.2M	-46.79K	-4.38%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.39%	1.04M	74.27M	6.65K	+0.65%
Dec 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.35%	240.66K	17.26M	-62	-0.03%
Dec 31, 2025	CWM, LLC	0.35%	260.87K	18.71M	-53.07K	-16.90%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.27%	189.1K	13.56M	2.61K	+1.40%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.23%	168.76K	12.1M	21.44K	+14.55%
Dec 31, 2025	STEPH & CO	1.2%	822.32K	58.98M	70.46K	+9.37%
Dec 31, 2025	UBS GROUP AG	1.01%	755.86K	54.21M	2.26K	+0.30%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.04%	771.98K	55.37M	44.47K	+6.11%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.95%	708.68K	50.83M	119.1K	+20.20%
Dec 31, 2025	ROYAL BANK OF CANADA	0.87%	653.52K	46.87M	65.49K	+11.14%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.84%	625.14K	44.83M	56.66K	+9.97%
Dec 31, 2025	COLONY GROUP, LLC	0.57%	424K	30.41M	15.6K	+3.82%
Dec 31, 2025	MN WEALTH ADVISORS, LLC	0.18%	123.1K	8.83M	178	+0.14%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.18%	132.58K	9.51M	7.2K	+5.74%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.18%	121.81K	8.74M	2.42K	+2.03%
Dec 31, 2025	DAVENPORT & CO LLC	0.17%	119.14K	8.54M	17.47K	+17.18%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.8%	595.5K	42.71M	31.2K	+5.53%
Dec 31, 2025	AMERICANA PARTNERS, LLC	0.73%	545.21K	39.1M	-1.35K	-0.25%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.29%	200K	14.34M	200K	+100.00%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.18%	727.51K	50.17M	37.93K	+5.50%
Sep 30, 2025	CI INVESTMENTS INC.	0.66%	406.12K	28.01M	-20.25K	-4.75%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.3%	186.49K	12.86M	1.78K	+0.97%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.76%	469.24K	32.36M	8.27K	+1.79%
Sep 30, 2025	COLONY GROUP, LLC	0.66%	408.4K	28.16M	24.82K	+6.47%
Sep 30, 2025	FSM WEALTH ADVISORS, LLC	0.73%	451.7K	31.15M	26.61K	+6.26%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	2.53%	1.56M	107.53M	81.72K	+5.53%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.99%	1.22M	84.37M	20.28K	+1.69%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.67%	1.03M	70.96M	-1.61K	-0.16%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.64%	1.01M	69.43M	-18.49K	-1.80%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.35%	833.85K	57.5M	167.78K	+25.19%
Sep 30, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.27%	780.05K	53.79M	140.73K	+22.01%
Sep 30, 2025	UBS GROUP AG	1.22%	753.6K	51.97M	8.9K	+1.19%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.61%	373.21K	25.74M	140.9K	+60.65%
Sep 30, 2025	STEPH & CO	1.22%	751.86K	51.85M	19.13K	+2.61%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.42%	255.84K	17.64M	248.95K	+3,615.35%
Sep 30, 2025	PRISM ADVISORS, INC.	0.39%	242.49K	16.72M	20.88K	+9.42%
Sep 30, 2025	CENTERLINE WEALTH ADVISORS, LLC	0.21%	130.04K	8.97M	2.82K	+2.22%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.2%	125.38K	8.65M	13.18K	+11.75%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.2%	124.84K	8.61M	103.38K	+481.67%
Sep 30, 2025	MN WEALTH ADVISORS, LLC	0.2%	122.92K	8.48M	3.21K	+2.68%
Sep 30, 2025	JPMORGAN CHASE & CO	25.92%	15.96M	1.1B	2.1M	+15.13%
Sep 30, 2025	LPL FINANCIAL LLC	9.31%	5.73M	395.22M	759K	+15.26%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	6.24%	3.84M	224.36M	775.01K	+25.25%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	6.11%	3.76M	259.42M	778.26K	+26.08%
Sep 30, 2025	DAVENPORT & CO LLC	0.17%	101.67K	7.01M	13.1K	+14.80%
Sep 30, 2025	RESOLUTE WEALTH STRATEGIES, LLC	0.16%	100.12K	6.9M	-71.53K	-41.67%
Sep 30, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.14%	84.58K	5.54M	0	0
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.14%	83.87K	5.78M	-14.92K	-15.10%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.14%	83.24K	5.74M	-381	-0.46%
Sep 30, 2025	GGM FINANCIALS LLC	0.13%	80.54K	5.55M	-4.2K	-4.96%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.13%	80.02K	5.52M	13.93K	+21.07%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.13%	77.87K	5.37M	17.86K	+29.76%
Sep 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.12%	75.18K	5.18M	-6.2K	-7.62%
Sep 30, 2025	COMPASS WEALTH MANAGEMENT, LLC/GA	0.12%	73.15K	5.04M	-1.66K	-2.22%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	68.36K	4.71M	32.87K	+92.60%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.11%	65.83K	4.54M	401	+0.61%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.74%	455.73K	31.43M	272.66K	+148.94%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.74%	454.62K	31.35M	25.39K	+5.91%
Sep 30, 2025	ARQ WEALTH ADVISORS, LLC	0.22%	136.29K	9.4M	-20.53K	-13.09%
Sep 30, 2025	WNY ASSET MANAGEMENT, LLC	0.68%	418.98K	28.89M	19.76K	+4.95%
Sep 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.39%	240.72K	16.6M	463	+0.19%
Sep 30, 2025	UNIQUE WEALTH, LLC	0.39%	240K	16.55M	39.93K	+19.96%
Sep 30, 2025	CONVERGENCE FINANCIAL, LLC	0.58%	357.03K	24.62M	26.98K	+8.17%
Sep 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.57%	351.97K	24.27M	17.33K	+5.18%
Sep 30, 2025	CWM, LLC	0.51%	313.94K	21.65M	19.88K	+6.76%
Sep 30, 2025	KEYVANTAGE WEALTH, LLC	0.33%	205.11K	14.14M	3.42K	+1.70%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	201.91K	13.92M	7.02K	+3.60%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	158.1K	10.9M	18.91K	+13.58%
Sep 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.26%	157.29K	10.85M	7.74K	+5.18%
Sep 30, 2025	WEIL COMPANY, INC.	0.22%	133.79K	9.23M	-12.34K	-8.45%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.96%	589.58K	40.42M	100.33K	+20.51%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.92%	568.47K	39.2M	-586.55K	-50.78%
Sep 30, 2025	AMERICANA PARTNERS, LLC	0.89%	546.56K	37.69M	8.72K	+1.62%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.6%	371.57K	25.62M	23.04K	+6.61%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	4.11%	2.53M	174.52M	81.88K	+3.34%
Sep 30, 2025	MORGAN STANLEY	2.65%	1.63M	112.51M	76.28K	+4.90%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.08%	1.28M	88.49M	90.81K	+7.62%
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.73%	1.07M	73.61M	5.74K	+0.54%
Sep 30, 2025	ROYAL BANK OF CANADA	0.95%	588.02K	40.55M	15.65K	+2.73%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.92%	564.3K	38.91M	21.48K	+3.96%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.19%	119.38K	8.23M	-606	-0.51%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.8%	494.81K	34.12M	-274.19K	-35.66%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.8%	491.04K	33.55M	20.12K	+4.27%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.24%	147.32K	10.16M	17.81K	+13.75%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.96%	542.82K	35.55M	72.48K	+15.41%
Jun 30, 2025	STEPH & CO	1.29%	732.73K	47.99M	9.57K	+1.32%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.87%	1.06M	69.54M	47.64K	+4.70%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.12%	1.2M	78.81M	13.59K	+1.14%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	2.6%	1.48M	96.78M	231	+0.02%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	4.31%	2.45M	160.46M	286.81K	+13.26%
Jun 30, 2025	LPL FINANCIAL LLC	8.76%	4.97M	325.68M	1.09M	+28.22%
Jun 30, 2025	CI INVESTMENTS INC.	0.75%	426.37K	27.93M	46.2K	+12.15%
Jun 30, 2025	AMERICANA PARTNERS, LLC	0.95%	537.84K	35.23M	6.4K	+1.20%
Jun 30, 2025	UBS GROUP AG	1.31%	744.7K	48.78M	14.02K	+1.92%
Jun 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.14%	81.38K	5.33M	2.46K	+3.11%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.15%	83.62K	5.48M	63.58K	+317.26%
Jun 30, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.15%	84.58K	5.54M	708	+0.84%
Jun 30, 2025	GGM FINANCIALS LLC	0.15%	84.74K	5.55M	-280	-0.33%
Jun 30, 2025	DAVENPORT & CO LLC	0.16%	88.56K	5.8M	5.64K	+6.81%
Jun 30, 2025	MORGAN STANLEY	2.74%	1.56M	101.86B	179.42K	+13.04%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.21%	119.99K	7.86M	23.63K	+24.53%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	139.2K	9.12M	38.36K	+38.05%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	183.07K	11.99M	34.63K	+23.33%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.76%	429.24K	28.12M	16.6K	+4.02%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.86%	489.25K	31.98M	145.91K	+42.50%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.21%	689.58K	45.17M	121.88K	+21.47%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	769K	50.37M	-140.11K	-15.41%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.81%	1.03M	67.5M	-2K	-0.19%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.33%	184.54K	12.09M	-12.06K	-6.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.34%	194.89K	12.77M	89.33K	+84.62%
Jun 30, 2025	UNIQUE WEALTH, LLC	0.35%	200.07K	13.1M	-16.15K	-7.47%
Jun 30, 2025		0.22%	127.23K	8.33M	127.23K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.83%	470.92K	30.85M	38.64K	+8.94%
Jun 30, 2025	CWM, LLC	0.52%	294.06K	19.26M	140.64K	+91.68%
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.59%	334.64K	21.92M	23.46K	+7.54%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.61%	348.53K	22.83M	-18.14K	-4.95%
Jun 30, 2025	COLONY GROUP, LLC	0.68%	383.58K	25.12M	22.51K	+6.24%
Jun 30, 2025	FSM WEALTH ADVISORS, LLC	0.75%	425.09K	28.15M	56.43K	+15.31%
Jun 30, 2025	ROYAL BANK OF CANADA	1.01%	572.37K	37.49M	24.13K	+4.40%
Jun 30, 2025	MN WEALTH ADVISORS, LLC	0.21%	119.71K	7.84M	-4K	-3.23%
Jun 30, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.13%	639.32K	41.88M	33.5K	+5.53%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	66.09K	4.33B	66.09K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.13%	72.59K	4.75M	57.91K	+394.37%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	77.66K	5.09M	-4.97K	-6.01%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.14%	77.97K	5.11M	6.71K	+9.42%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.17%	98.79K	6.47M	98.79K	+100.00%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.2%	112.2K	7.35M	8.95K	+8.67%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.23%	129.51K	8.48M	16.54K	+14.64%
Jun 30, 2025	WEIL COMPANY, INC.	0.26%	146.13K	9.57M	82.24K	+128.72%
Jun 30, 2025	ARQ WEALTH ADVISORS, LLC	0.28%	156.82K	9.96M	0	0
Jun 30, 2025	RESOLUTE WEALTH STRATEGIES, LLC	0.3%	171.64K	11.24M	5.03K	+3.02%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.81%	1.03M	67.16M	59.14K	+6.12%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.7%	399.22K	26.15M	-38.61K	-8.82%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.17%	666.07K	43.63M	125.75K	+23.27%
Jun 30, 2025	CENTERLINE WEALTH ADVISORS, LLC	0.22%	127.23K	8.33M	127.23K	+100.00%
Jun 30, 2025	KEYVANTAGE WEALTH, LLC	0.36%	201.69K	13.21M	6.82K	+3.50%
Jun 30, 2025	CONVERGENCE FINANCIAL, LLC	0.58%	330.06K	21.62M	17.46K	+5.59%
Jun 30, 2025	INTELLUS ADVISORS LLC	0.81%	460.97K	30.19M	11.13K	+2.47%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	5.41%	3.07M	201.07M	265.79K	+9.48%
Jun 30, 2025	JPMORGAN CHASE & CO	24.42%	13.87M	908.19M	434.81K	+3.24%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	2.03%	1.16M	75.65M	618.86K	+115.42%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.1%	1.19M	78.1M	66.56K	+5.91%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	5.25%	2.98M	195.43M	-111.98K	-3.62%
Jun 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.26%	149.55K	9.8M	14.08K	+10.39%
Jun 30, 2025	PRISM ADVISORS, INC.	0.39%	221.61K	14.52M	-11.57K	-4.96%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.41%	232.31K	15.22M	18.14K	+8.47%
Jun 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.42%	240.26K	15.74M	2.31K	+0.97%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.63%	311.19K	19.77M	47.99K	+18.23%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.23%	112.97K	7.18M	94.35K	+506.87%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.21%	105.56K	6.71M	30.66K	+40.93%
Mar 31, 2025	FSM WEALTH ADVISORS, LLC	0.74%	368.66K	23.42M	10.39K	+2.90%
Mar 31, 2025	CI INVESTMENTS INC.	0.76%	380.17K	24.16M	-13.55K	-3.44%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.83%	412.63K	26.22M	61.58K	+17.54%
Mar 31, 2025	UBS GROUP AG	1.47%	730.69K	46.43M	98.79K	+15.63%
Mar 31, 2025	STEPH & CO	1.45%	723.15K	45.95M	-8.35K	-1.14%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.83%	909.11K	57.76M	388.72K	+74.70%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.94%	966.18K	61.39M	205.83K	+27.07%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.69%	343.35K	21.63M	158.53K	+85.78%
Mar 31, 2025	COLONY GROUP, LLC	0.73%	361.06K	22.94M	37.28K	+11.52%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.08%	1.03M	65.61M	944.38K	+1,071.08%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.26%	1.13M	71.53M	152.76K	+15.70%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.43%	214.17K	13.61M	36.55K	+20.58%
Mar 31, 2025	UNIQUE WEALTH, LLC	0.43%	216.22K	13.74M	216.22K	+100.00%
Mar 31, 2025	PRISM ADVISORS, INC.	0.47%	233.18K	14.82M	233.18K	+100.00%
Mar 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.48%	237.95K	15.12M	3.22K	+1.37%
Mar 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.74%	366.67K	23.3M	-15.74K	-4.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.39%	1.19M	75.59M	979.1K	+465.14%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.97%	1.48M	93.87M	51K	+3.58%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	4.35%	2.16M	137.41M	730.44K	+51.00%
Mar 31, 2025	BCGM WEALTH MANAGEMENT, LLC	0.27%	135.47K	8.61M	40.65K	+42.87%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.3%	148.44K	9.43M	27.1K	+22.34%
Mar 31, 2025	MORGAN STANLEY	2.77%	1.38M	87.42M	85.89K	+6.66%
Mar 31, 2025	ARQ WEALTH ADVISORS, LLC	0.32%	156.82K	9.96M	6.15K	+4.08%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	2.04%	1.01M	64.43M	53.96K	+5.62%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	6.23%	3.1M	196.69M	3.1M	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	7.8%	3.88M	246.4M	1.05M	+36.96%
Mar 31, 2025	JPMORGAN CHASE & CO	27.01%	13.43M	853.39M	3.2M	+31.27%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	100.83K	6.41M	78.55K	+352.43%
Mar 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.21%	103.25K	6.56M	2.05K	+2.02%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.87%	432.29K	27.48M	112.25K	+35.07%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.88%	437.83K	27.82M	-570	-0.13%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.95%	470.34K	29.89M	70.76K	+17.71%
Mar 31, 2025	AMERICANA PARTNERS, LLC	1.07%	531.45K	33.77M	373.33K	+236.10%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.09%	540.33K	34.33M	345.31K	+177.06%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.14%	567.7K	36.07M	567.7K	+100.00%
Mar 31, 2025	MN WEALTH ADVISORS, LLC	0.25%	123.71K	7.86M	-9.63K	-7.22%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.08%	536.17K	34.07M	-23.74K	-4.24%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	101.35K	6.44M	-496	-0.49%
Mar 31, 2025	CWM, LLC	0.31%	153.41K	9.75M	29.25K	+23.55%
Mar 31, 2025	ROYAL BANK OF CANADA	1.1%	548.24K	34.84M	230.85K	+72.73%
Mar 31, 2025		0.39%	194.87K	12.38M	180.26K	+1,233.47%
Mar 31, 2025	RESOLUTE WEALTH STRATEGIES, LLC	0.34%	166.61K	10.59M	104.25K	+167.15%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.4%	196.6K	12.49M	13.18K	+7.18%
Mar 31, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.22%	605.83K	38.49M	519.33K	+600.35%

Insiders

Among the JAVA insiders holding of N/A of the stake in company, SCHWARTZ JONATHAN I, President and CEO, holds the largest shares of 500.14K. DILLON MICHAEL A, EVP, General Counsel & Sec., is the second largest JAVA insider with ownership of 115.88K shares. MACGOWAN WILLIAM N, Chief HR Officer & EVP, stands third with possession of 107.09K shares of that stake.

Insiders	Designation	Shares Held
SCHWARTZ JONATHAN I	President and CEO	500.14K
DILLON MICHAEL A	EVP, General Counsel & Sec.	115.88K
MACGOWAN WILLIAM N	Chief HR Officer & EVP	107.09K
LEHMAN MICHAEL E	CFO & EVP, Corporate Resources	91.68K
CURRIE PETER L S	director	18.43K
BARKSDALE JAMES L	director	600
MARKS MICHAEL E	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 26, 2009	LEHMAN MICHAEL E	SALE	9.33	15K	139.95K	91.68K
May 15, 2009	MACGOWAN WILLIAM N	SALE	8.95	17.22K	154.13K	107.09K
May 13, 2009	MARKS MICHAEL E	SALE	8.96	35K	313.6K	0
Aug 20, 2008	MARKS MICHAEL E	SALE	10.00	90K	900.36K	35K
Aug 07, 2008	DILLON MICHAEL A	SALE	10.49	9.34K	97.93K	115.88K
Feb 22, 2008	BARKSDALE JAMES L	SALE	17.29	1K	17.29K	600
Feb 22, 2008	CURRIE PETER L S	PURCHASE	17.18	10K	171.8K	18.43K
Nov 12, 2007	SCHWARTZ JONATHAN I	SALE	10.35	1	5.18	500.14K
Nov 09, 2007	DILLON MICHAEL A	SALE	5.17	40K	206.79K	47.05K

Frequently Asked Questions