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

Who are the major shareholders selling JPMorgan International Growth ETF stock?

LAKE STREET FINANCIAL LLC, in the last quarter, reduced its stake in JIG by -4.35% restricting it's holding to 4.53 thousand shares of worth nearly $394.47K. TIDEMARK, LLC also lessened -11.95% of the JIG shares from its portfolio, reducing its holding to 5.56 thousand shares of worth $484.83K. STIFEL FINANCIAL CORP also shunned JIG shares holding by -24.89% last quarter which brought its holding to 19.11 thousand shares worth $1.67M.

Investors who are buying JIG stock?

As per its latest 13F filing, EQIS CAPITAL MANAGEMENT, INC. increased its stake in JIG by 5.48% in the last quarter. The institutional holder raised its holding to 4.6 thousand shares having worth more than $401.18K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also added 0.86% more shares of JIG to its portfolio, raising its holding to 91.29 thousand shares of worth $7.96M. ENVESTNET ASSET MANAGEMENT INC also increased its JIG shares holding by 5.38% which brought its holding to 313.71 thousand shares worth $27.35M.

JIG's major insiders: who are they?

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

Did an insider recently sell JIG stock?

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

Which insider recently purchased JIG stock?

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

How much of JIG does insiders own?

Around 0 JPMorgan International Growth ETF shares are held by insiders, which represents about N/A of JIG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JIG?

LAKE STREET FINANCIAL LLC is the largest institutional owner in JIG which holds 4.53 thousand shares worth $394.47K or 0.12% of the total JIG shares outstanding followed by EQIS CAPITAL MANAGEMENT, INC. with ownership of 4.6 thousand shares representing 0.12% of the JIG ownership. TIDEMARK, LLC is the third largest stakeholder with 5.56 thousand shares or 0.14% of the ownership worth more than $484.83K.

Is JPMorgan International Growth 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 JIG is concerned, it is a stock which is not optionable.

Is there a short position on JIG's shares?

Number of JIG 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 JIG shares are there?

As of today, null shares of JIG are outstanding.

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

JIG 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 JIG is null.

JPMorgan International Growth ETF (JIG) 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. LAKE STREET FINANCIAL LLC is the top corporate investor, holding 4.53K shares valued at $394.47K. A 0.12% stake in JPMorgan International Growth ETF is owned by the company. EQIS CAPITAL MANAGEMENT, INC. owns 4.6K shares valued at $401.18K, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LAKE STREET FINANCIAL LLC	0.12%	4.53K	394.47K	-206	-4.35%
Jun 30, 2026	EQIS CAPITAL MANAGEMENT, INC.	0.12%	4.6K	401.18K	239	+5.48%
Jun 30, 2026	TIDEMARK, LLC	0.14%	5.56K	484.83K	-755	-11.95%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.49%	19.11K	1.67M	-6.33K	-24.89%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.49%	19.19K	1.67M	0	0
Jun 30, 2026	PRISM ADVISORS, INC.	1.34%	52.1K	4.54M	-4.67K	-8.22%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.34%	91.29K	7.96M	778	+0.86%
Jun 30, 2026	ASSETMARK, INC	2.37%	92.45K	8.06M	-6.74K	-6.80%
Jun 30, 2026	FIDELITY D & D BANCORP INC	2.38%	92.81K	8.09M	-3.14K	-3.28%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	8.06%	313.71K	27.35M	16.03K	+5.38%
Jun 30, 2026	LPL FINANCIAL LLC	20.97%	816.71K	71.2M	75.39K	+10.17%
Jun 30, 2026	SAGESPRING WEALTH PARTNERS, LLC	1.09%	42.41K	3.7M	546	+1.30%
Jun 30, 2026	HOPWOOD NICHOLAS HUNTER	0.33%	12.75K	1.11M	922	+7.80%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.27%	10.58K	922.68K	3.1K	+41.37%
Jun 30, 2026	LOCKERMAN FINANCIAL GROUP, INC.	0.12%	4.83K	420.76K	409	+9.26%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.99%	38.57K	3.36M	14.66K	+61.32%
Jun 30, 2026	JANE STREET GROUP, LLC	0.16%	6.1K	531.94K	-36.19K	-85.57%
Jun 30, 2026	CERITY PARTNERS LLC	0.26%	10.24K	893K	75	+0.74%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.79%	30.84K	2.69M	11.77K	+61.70%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.15%	44.8K	3.91M	7.43K	+19.90%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.31%	12.25K	1.07M	12.25K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.41%	15.78K	1.38M	71	+0.45%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	22.45K	1.96M	1.19K	+5.57%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.13%	4.94K	430.47K	459	+10.25%
Jun 30, 2026	KEY FINANCIAL INC	2.64%	102.87K	8.97M	1.01K	+0.99%
Jun 30, 2026		0.33%	12.75K	1.11M	922	+7.80%
Jun 30, 2026	JPMORGAN CHASE & CO	3.19%	124.21K	10.68M	31.82K	+34.44%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	3.62%	141.13K	12.3M	26.36K	+22.96%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	4.74%	184.48K	16.08M	23.99K	+14.95%
Jun 30, 2026	FIRST AMERICAN TRUST, FSB	5.16%	200.82K	17.51M	12.08K	+6.40%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.29%	50.19K	4.38M	-789	-1.55%
Jun 30, 2026	SCHWALLIER WEALTH MANAGEMENT LLC	1.52%	59.17K	5.16M	59.17K	+100.00%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	5.47%	212.91K	18.56M	-20	-0.01%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	8.88%	345.59K	29.42M	135.82K	+64.75%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	16.81%	654.38K	57.05M	-6.07K	-0.92%
Jun 30, 2026	WAYFINDING FINANCIAL, LLC	0.13%	4.95K	431K	128	+2.65%
Jun 30, 2026	IFP ADVISORS, INC	0.15%	5.68K	495.5K	771	+15.69%
Jun 30, 2026	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.17%	6.61K	576.19K	-573	-7.98%
Jun 30, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.18%	7.05K	614.93K	-561	-7.37%
Jun 30, 2026	ABOUND FINANCIAL, LLC	0.62%	24.33K	2.12M	-379	-1.53%
Jun 30, 2026	A4 WEALTH ADVISORS LLC	0.75%	29.25K	2.55M	29.25K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.21%	8.01K	697.95K	5.72K	+250.37%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.21%	8.22K	716.75K	41	+0.50%
Jun 30, 2026	UNIQUE WEALTH, LLC	0.24%	9.48K	826.33K	3.84K	+67.95%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	9.68K	843.43K	4.73K	+95.73%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.25%	9.7K	845.9K	112	+1.17%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.37%	14.53K	1.27M	3.7K	+34.17%
Jun 30, 2026	SAXON INTERESTS, INC.	0.39%	15.13K	1.32M	0	0
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.83%	32.33K	2.82M	-1.82K	-5.32%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.95%	37K	3.23M	4.23K	+12.92%
Jun 30, 2026	LUTS & GREENLEIGH GROUP, INC	0.06%	2.31K	201.11K	2.31K	+100.00%
Jun 30, 2026	ADVISORNET FINANCIAL, INC	0.06%	2.36K	205.38K	348	+17.33%
Jun 30, 2026	FIRETHORN WEALTH PARTNERS, LLC	0.06%	2.5K	217.5K	2.5K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	2.5K	211.16K	2.5K	+100.00%
Jun 30, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.07%	2.88K	250.98K	-553	-16.11%
Jun 30, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.07%	2.9K	252.72K	0	0
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.08%	3.1K	270.31K	-3.63K	-53.92%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.09%	3.4K	295.96K	-2	-0.06%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.09%	3.45K	300.32K	3.45K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	3.74K	325.69K	926	+32.95%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.1%	3.81K	332.49K	-53	-1.37%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.11%	4.4K	383.45K	3.17K	+257.93%
Jun 30, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.19%	7.28K	634.46K	1.86K	+34.31%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.3%	50.47K	4.4M	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.33%	51.66K	4.5M	48.6K	+1,583.93%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	7.2%	280.22K	24.43M	1.61K	+0.58%
Jun 30, 2026	ASCENT GROUP, LLC	0.11%	4.43K	385.84K	-9	-0.20%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.28%	10.83K	804.09K	4.82K	+80.31%
Mar 31, 2026	CITADEL ADVISORS LLC	0.31%	12.12K	899.64K	-27.52K	-69.43%
Mar 31, 2026	SAXON INTERESTS, INC.	0.39%	15.13K	1.12M	-106	-0.70%
Mar 31, 2026	ROYAL BANK OF CANADA	0.4%	15.71K	1.17M	-11.12K	-41.44%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.49%	19.07K	1.42M	-3.09K	-13.94%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.49%	19.19K	1.42M	19.19K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.13%	4.91K	364.74K	1.82K	+59.05%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.12%	4.73K	351.23K	284	+6.39%
Mar 31, 2026	WAYFINDING FINANCIAL, LLC	0.12%	4.82K	358K	384	+8.65%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	4.94K	366.97K	-64	-1.28%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.14%	5.53K	410.65K	-746	-11.88%
Mar 31, 2026	UNIQUE WEALTH, LLC	0.14%	5.64K	419.01K	5.64K	+100.00%
Mar 31, 2026	TIDEMARK, LLC	0.16%	6.32K	468.94K	0	0
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.61%	23.91K	1.78M	11.09K	+86.51%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	21.27K	1.58M	-1.22K	-5.44%
Mar 31, 2026	ABOUND FINANCIAL, LLC	0.63%	24.71K	1.83M	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.65%	25.44K	1.89M	6.35K	+33.25%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.84%	32.77K	2.43M	-1.65K	-4.78%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.88%	34.15K	2.54M	34.15K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.96%	37.36K	2.77M	37.36K	+100.00%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	1.08%	41.86K	3.11M	41.86K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.09%	42.29K	3.14M	17.59K	+71.22%
Mar 31, 2026	ASSETMARK, INC	2.55%	99.19K	7.36M	-4.49K	-4.33%
Mar 31, 2026	KEY FINANCIAL INC	2.62%	101.86K	7.56M	1.77K	+1.77%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	2.95%	114.77K	8.52M	18.73K	+19.50%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	4.12%	160.49K	11.91M	31.23K	+24.16%
Mar 31, 2026	FIRST AMERICAN TRUST, FSB	4.85%	188.74K	14.01M	1.16K	+0.62%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	5.39%	209.77K	15.1M	81.7K	+63.80%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	5.47%	212.93K	15.81M	15.53K	+7.87%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	7.16%	278.62K	20.69M	16.23K	+6.18%
Mar 31, 2026	EQIS CAPITAL MANAGEMENT, INC.	0.11%	4.36K	323.91K	-853	-16.35%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.64%	297.68K	22.1M	26.03K	+9.58%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.3%	50.47K	3.75M	50.47K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.31%	50.98K	3.78M	-338	-0.66%
Mar 31, 2026	PRISM ADVISORS, INC.	1.46%	56.77K	4.21M	187	+0.33%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.32%	90.51K	6.72M	-1.01K	-1.11%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.05%	2.01K	149.07K	120	+6.36%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.06%	2.14K	158.87K	64	+3.08%
Mar 31, 2026	3CHOPT INVESTMENT PARTNERS, LLC	0.06%	2.47K	183.22K	209	+9.25%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	2.81K	208.61K	2.81K	+100.00%
Mar 31, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.07%	2.9K	215.22K	-211	-6.78%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	3.07K	227.61K	3.07K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	3.07K	227.77K	2.75K	+873.97%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.09%	3.35K	249K	230	+7.36%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.09%	3.4K	252.19K	0	0
Mar 31, 2026		0.09%	3.41K	253.37K	73	+2.19%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.09%	3.43K	254.79K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	19.04%	741.32K	55.04M	55.72K	+8.13%
Mar 31, 2026	LOCKERMAN FINANCIAL GROUP, INC.	0.11%	4.42K	327.97K	45	+1.03%
Mar 31, 2026	JPMORGAN CHASE & CO	2.37%	92.39K	6.59M	47.37K	+105.22%
Mar 31, 2026	FIDELITY D & D BANCORP INC	2.46%	95.96K	7.12M	542	+0.57%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	16.96%	660.45K	49.03M	658.63K	+36,029.81%
Mar 31, 2026	ASCENT GROUP, LLC	0.11%	4.44K	329.25K	214	+5.07%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	4.48K	332.52K	4.48K	+100.00%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.17%	6.73K	499.62K	3.75K	+125.96%
Mar 31, 2026	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.18%	7.18K	533.29K	-270	-3.62%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.19%	7.49K	555.81K	1.46K	+24.24%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.2%	7.62K	565.34K	-264	-3.35%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.21%	8.18K	671.66K	-797	-8.88%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.25%	9.59K	712.07K	-27	-0.28%
Mar 31, 2026	CERITY PARTNERS LLC	0.26%	10.17K	755K	10.17K	+100.00%
Mar 31, 2026	MARINER, LLC	0.29%	11.33K	841.06K	-733	-6.08%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.05%	1.89K	138.46K	146	+8.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	22.16K	1.63M	-15.94K	-41.83%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.24%	9.62K	705.4K	-162	-1.66%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.24%	9.12K	669K	9.12K	+100.00%
Dec 31, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.12%	4.37K	320.68K	-45	-1.02%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.2%	7.88K	577.83K	77	+0.99%
Dec 31, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.2%	7.45K	546.62K	-97	-1.28%
Dec 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.17%	6.28K	460.34K	6.28K	+100.00%
Dec 31, 2025	TIDEMARK, LLC	0.16%	6.32K	463.24K	-110	-1.71%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.16%	6.01K	440.54K	6.01K	+100.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.15%	6.03K	441.91K	3.02K	+100.47%
Dec 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.13%	5.22K	382.5K	-5.07K	-49.30%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	5.01K	367.2K	260	+5.48%
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.12%	4.45K	326.13K	568	+14.64%
Dec 31, 2025	WAYFINDING FINANCIAL, LLC	0.11%	4.44K	325K	61	+1.39%
Dec 31, 2025	ASCENT GROUP, LLC	0.11%	4.22K	309.56K	189	+4.69%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	4.01K	306.98K	-246	-5.79%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	3.89K	285.06K	-163	-4.02%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.09%	3.43K	251.7K	0	0
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.09%	3.4K	249.13K	-1.47K	-30.23%
Dec 31, 2025		0.09%	3.34K	244.94K	3.34K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	17.32%	685.61K	50.28M	-104.39K	-13.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.89%	271.65K	19.92M	3.82K	+1.43%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	6.63%	262.39K	19.24M	19.63K	+8.09%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	4.99%	197.4K	14.48M	19.48K	+10.95%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	1.37K	100.48K	636	+86.65%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.02%	854	62.63K	38	+4.66%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	23.1K	315	+100.00%
Dec 31, 2025	FIRST AMERICAN TRUST, FSB	4.74%	187.58K	13.76M	3.17K	+1.72%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.28%	129.26K	9.48M	18.15K	+16.34%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.08%	3.11K	228.08K	26	+0.84%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.08%	3.12K	229.11K	-347	-10.00%
Dec 31, 2025	IFP ADVISORS, INC	0.08%	3.09K	226.54K	-898	-22.52%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.08%	2.98K	218.4K	2.98K	+100.00%
Dec 31, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0.06%	2.26K	165.67K	157	+7.47%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	3.27%	128.06K	9.39M	33.39K	+35.27%
Dec 31, 2025	ASSETMARK, INC	2.75%	103.67K	7.6M	-716	-0.69%
Dec 31, 2025	KEY FINANCIAL INC	2.53%	100.1K	7.34M	623	+0.63%
Dec 31, 2025	ROYAL BANK OF CANADA	0.68%	26.83K	1.97M	-13.53K	-33.52%
Dec 31, 2025	JANE STREET GROUP, LLC	0.65%	24.7K	1.81M	-6.74K	-21.45%
Dec 31, 2025	ABOUND FINANCIAL, LLC	0.63%	24.71K	1.81M	-1.93K	-7.26%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	22.49K	1.65M	4.64K	+25.97%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.49%	19.09K	1.4M	7.22K	+60.79%
Dec 31, 2025	SAXON INTERESTS, INC.	0.39%	15.24K	1.12M	15.24K	+100.00%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.32%	12.82K	940K	12.82K	+100.00%
Dec 31, 2025	MARINER, LLC	0.31%	12.06K	884.61K	-87.47K	-87.88%
Dec 31, 2025	SOL CAPITAL MANAGEMENT CO	0.27%	10.27K	753K	175	+1.73%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	2.55%	96.05K	7.04M	13.04K	+15.70%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.43%	91.53K	6.71M	-5.16K	-5.34%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	3.36K	246.58K	3.36K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.05%	2.12K	155.47K	-2.52K	-54.34%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	1.79K	131.28K	-56	-3.03%
Dec 31, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.04%	1.55K	113.3K	110	+7.67%
Dec 31, 2025	PRIVATE TRUST CO NA	0.04%	1.51K	110.52K	0	0
Dec 31, 2025	FIDELITY D & D BANCORP INC	2.42%	95.41K	7M	95.41K	+100.00%
Dec 31, 2025	PRISM ADVISORS, INC.	1.5%	56.58K	4.15M	-5.75K	-9.23%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.31%	51.31K	3.76M	-824	-1.58%
Dec 31, 2025	JPMORGAN CHASE & CO	1.19%	45.02K	3.3M	-7.79K	-14.75%
Dec 31, 2025	CITADEL ADVISORS LLC	1.01%	39.64K	2.91M	21.96K	+124.25%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.88%	34.41K	2.52M	2.92K	+9.26%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.23%	8.98K	658.43K	3.84K	+74.70%
Sep 30, 2025	JPMORGAN CHASE & CO	1.42%	52.81K	3.98M	-53.01K	-50.10%
Sep 30, 2025	PRISM ADVISORS, INC.	1.68%	62.33K	4.7M	-5.97K	-8.73%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.14%	5.14K	387.18K	5.14K	+100.00%
Sep 30, 2025	TIDEMARK, LLC	0.17%	6.43K	484.24K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.85%	31.44K	2.37M	-8.95K	-22.16%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.85%	31.5K	2.37M	25.91K	+464.12%
Sep 30, 2025	WAYFINDING FINANCIAL, LLC	0.12%	4.38K	329K	4.38K	+100.00%
Sep 30, 2025	VON BORSTEL & ASSOCIATES, INC.	0.12%	4.39K	334K	4.39K	+100.00%
Sep 30, 2025	LOCKERMAN FINANCIAL GROUP, INC.	0.12%	4.42K	332.86K	4.42K	+100.00%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.09%	3.43K	258.57K	-511	-12.96%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.08%	3.08K	232.36K	58	+1.92%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.08%	3.01K	226.48K	3.01K	+100.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.85%	31.54K	2.38M	31.54K	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.11%	4.05K	305.14K	4.05K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	4.75K	357.65K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	1.85K	139.08K	1.85K	+100.00%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.05%	1.92K	144.96K	1.92K	+100.00%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.09%	3.47K	261.51K	3.47K	+100.00%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.1%	3.88K	292.25K	3.88K	+100.00%
Sep 30, 2025	ASCENT GROUP, LLC	0.11%	4.03K	303.78K	4.03K	+100.00%
Sep 30, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.2%	7.55K	568.81K	-70	-0.92%
Sep 30, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0.06%	2.1K	158.37K	2.1K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	7.23%	267.83K	20.18M	259.19K	+2,998.84%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	6.55%	242.76K	18.29M	242.76K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.11%	3.99K	300.39K	1.08K	+37.15%
Sep 30, 2025	PRIVATE TRUST CO NA	0.04%	1.51K	113.54K	1.51K	+100.00%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.05%	1.74K	131.25K	1.74K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	2.55%	94.67K	7.04M	34.23K	+56.63%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.61%	96.69K	7.29M	92.27K	+2,086.03%
Sep 30, 2025	KEY FINANCIAL INC	2.68%	99.47K	7.53M	1.13K	+1.15%
Sep 30, 2025	MARINER, LLC	2.69%	99.54K	7.5M	3.22K	+3.35%
Sep 30, 2025	ASSETMARK, INC	2.82%	104.39K	7.86M	104.39K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3%	111.11K	8.37M	69.94K	+169.86%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	2.24%	83.01K	6.25M	2.23K	+2.76%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	4.8%	177.92K	13.4M	177.92K	+100.00%
Sep 30, 2025	FIRST AMERICAN TRUST, FSB	4.97%	184.41K	13.89M	8.14K	+4.62%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	7.69K	579.61K	7.69K	+100.00%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.21%	7.8K	587.82K	7.8K	+100.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.26%	9.78K	736.85K	9.78K	+100.00%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.27%	10.09K	760K	-950	-8.61%
Sep 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.28%	10.29K	775.08K	-5.99K	-36.82%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.41%	52.14K	3.93M	1.44K	+2.84%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.32%	11.87K	894.54K	495	+4.35%
Sep 30, 2025	CITADEL ADVISORS LLC	0.48%	17.68K	1.33M	17.68K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	17.85K	1.35M	-340	-1.87%
Sep 30, 2025	ABOUND FINANCIAL, LLC	0.72%	26.65K	2.01M	-1.15K	-4.12%
Sep 30, 2025	LPL FINANCIAL LLC	21.31%	790K	59.52M	412.14K	+109.07%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-11.37K	-100.00%
Sep 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0%	2	151	2	+100.00%
Sep 30, 2025	CEDAR WEALTH MANAGEMENT, LLC	0%	88	6.6K	0	0
Sep 30, 2025	BRYN MAWR TRUST CO	0%	151	11.38K	151	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	284	21.4K	284	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	734	55.3K	541	+280.31%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.02%	816	61.48K	816	+100.00%
Sep 30, 2025	POM INVESTMENT STRATEGIES, LLC	0.03%	1K	75.34K	1K	+100.00%
Sep 30, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.04%	1.44K	108.11K	1.44K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.13%	4.64K	349.74K	-38.25K	-89.18%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	4.25K	325.11K	0	0
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.13%	4.87K	366.84K	184	+3.93%
Sep 30, 2025	INTEGRITY WEALTH ADVISORS, INC.	0.14%	5.08K	382.96K	-62	-1.21%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.03%	38.1K	2.85M	19.74K	+107.54%
Sep 30, 2025	ROYAL BANK OF CANADA	1.09%	40.35K	3.04M	306	+0.76%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.96%	18.36K	1.31M	-6.87K	-27.23%
Jun 30, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.4%	7.62K	544.94K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	8.64K	618.05K	-897	-9.40%
Jun 30, 2025	SOL CAPITAL MANAGEMENT CO	0.58%	11.04K	789K	0	0
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.59%	11.37K	813K	11.37K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.59%	11.38K	813.64K	11.38K	+100.00%
Jun 30, 2025		1.45%	27.79K	1.99M	-261	-0.93%
Jun 30, 2025	JANE STREET GROUP, LLC	2.11%	40.39K	2.89M	35.14K	+668.80%
Jun 30, 2025	MORGAN STANLEY	2.24%	42.89K	3.07M	38.24K	+822.76%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	3.15%	60.44K	4.31M	47.03K	+350.47%
Jun 30, 2025	PRISM ADVISORS, INC.	3.57%	68.3K	4.88M	68.3K	+100.00%
Jun 30, 2025	MARINER, LLC	5.03%	96.31K	6.89M	786	+0.82%
Jun 30, 2025	KEY FINANCIAL INC	5.13%	98.34K	7.03M	30	+0.03%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	5.44%	104.2K	7.45M	104.2K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	19.72%	377.86K	27.02M	-32.77K	-7.98%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	4	286	4	+100.00%
Jun 30, 2025	ABOUND FINANCIAL, LLC	1.45%	27.79K	1.99M	-261	-0.93%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.29%	5.58K	399K	634	+12.81%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.95%	18.19K	1.3M	-41	-0.22%
Jun 30, 2025	JPMORGAN CHASE & CO	5.52%	105.82K	7.57M	-2.01K	-1.87%
Jun 30, 2025	FIRST AMERICAN TRUST, FSB	9.2%	176.26K	12.6M	176.26K	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-7.68K	-100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-43.88K	-100.00%
Jun 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.16%	3.03K	216.39K	0	0
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.18%	3.47K	248K	3.47K	+100.00%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.21%	3.94K	281.96K	0	0
Jun 30, 2025	INTEGRITY WEALTH ADVISORS, INC.	0.27%	5.15K	367.92K	-74	-1.42%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.15%	41.17K	2.94M	15.46K	+60.14%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	4.25K	302.02K	-1K	-19.06%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.24%	4.69K	335.03K	-373	-7.37%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	4.75K	339.46K	-126	-2.59%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.85%	16.28K	1.16M	-539	-3.20%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	4.22%	80.78K	5.78M	8.76K	+12.17%
Jun 30, 2025	CEDAR WEALTH MANAGEMENT, LLC	0%	88	6.27K	-353	-80.05%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	193	13.8K	-7	-3.50%
Jun 30, 2025	SAXON INTERESTS, INC.	0.72%	13.83K	876.93K	0	0
Jun 30, 2025	COMERICA BANK	0%	18	1.29K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.15%	2.91K	207.88K	852	+41.46%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	4.42K	316K	-820	-15.64%
Jun 30, 2025	ROYAL BANK OF CANADA	2.09%	40.05K	2.86M	-11.59K	-22.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.65%	50.7K	3.63M	-3.28K	-6.08%
Jun 30, 2025	TIDEMARK, LLC	0.34%	6.43K	459.61K	-123	-1.88%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	4.37%	72.02K	4.57M	5.92K	+8.96%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.66%	43.88K	2.78M	-32.46K	-42.52%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.56%	25.71K	1.63M	8.25K	+47.28%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.53%	25.23K	1.6M	13.62K	+117.31%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.24%	3.94K	250.02K	0	0
Mar 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.18%	3.03K	201.67K	3.03K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.12%	2.06K	130.3K	-233	-10.18%
Mar 31, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.03%	441	27.95K	-48	-9.82%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	200	12.68K	0	0
Mar 31, 2025	COMERICA BANK	0%	18	1.14K	0	0
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-61.42K	-100.00%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	1.02%	16.82K	1.07M	2.01K	+13.56%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.3%	4.87K	308.99K	-213	-4.19%
Mar 31, 2025	MORGAN STANLEY	0.28%	4.65K	294.78K	-241	-4.93%
Mar 31, 2025		0%	41	2.6K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	5.24K	332K	-854	-14.01%
Mar 31, 2025	KEY FINANCIAL INC	5.97%	98.31K	6.23M	3.56K	+3.75%
Mar 31, 2025	JPMORGAN CHASE & CO	6.55%	107.83K	6.84M	-87.44K	-44.78%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-1.05K	-100.00%
Mar 31, 2025	UBS GROUP AG	0.47%	7.68K	487.23K	7.68K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.81%	13.42K	855.92K	13.42K	+100.00%
Mar 31, 2025	SAXON INTERESTS, INC.	0.84%	13.83K	876.93K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	18.24K	1.16M	79	+0.44%
Mar 31, 2025	LPL FINANCIAL LLC	24.93%	410.63K	26.04M	-66.47K	-13.93%
Mar 31, 2025	JANE STREET GROUP, LLC	0.32%	5.25K	333.15K	318	+6.44%
Mar 31, 2025	TIDEMARK, LLC	0.4%	6.55K	415.32K	-29	-0.44%
Mar 31, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.46%	7.62K	483.19K	-280	-3.54%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	9.54K	604.9K	-1.72K	-15.29%
Mar 31, 2025	SOL CAPITAL MANAGEMENT CO	0.67%	11.04K	700K	-255	-2.26%
Mar 31, 2025	INTEGRITY WEALTH ADVISORS, INC.	0.32%	5.22K	330.92K	-14	-0.27%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	5.25K	333.11K	-305	-5.49%
Mar 31, 2025	PSI ADVISORS, LLC	0%	0	-	-259	-100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	4.95K	314K	-372	-6.99%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.31%	5.06K	320.72K	-1.9K	-27.31%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.28%	53.98K	3.42M	-2.27K	-4.03%
Mar 31, 2025	ROYAL BANK OF CANADA	3.13%	51.63K	3.27M	-5.87K	-10.20%
Mar 31, 2025	MARINER, LLC	5.8%	95.53K	6.06M	-72.06K	-43.00%

Frequently Asked Questions