CUSIP 46641Q845
J P MORGAN EXCHANGE TRADED F
133 institutions · $388.4M total · 8,006,120 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Koss-Olinger Consulting, LLC | 1,233,487 | $61.8M | 15.40% | 2025-12-31 |
| 2 | LPL Financial LLC | 900,097 | $45.1M | 11.24% | 2025-12-31 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720,078 | $36.1M | 8.99% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 566,651 | $28.4M | 7.07% | 2025-12-31 |
| 5 | Hartford Financial Management Inc. | 333,388 | $16.7M | 4.16% | 2025-12-31 |
| 6 | Aprio Wealth Management, LLC | 310,338 | $15.5M | 3.87% | 2025-12-31 |
| 7 | Royal Bank of Canada | 307,957 | $15.4M | 3.84% | 2025-12-31 |
| 8 | MORGAN STANLEY | 290,646 | $14.6M | 3.63% | 2025-12-31 |
| 9 | Goldstein Advisors, LLC | 228,459 | $11.4M | 2.85% | 2025-12-31 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 207,636 | $10.4M | 2.59% | 2025-12-31 |
| 11 | Gerber Kawasaki Wealth & Investment Management | 195,859 | $9.8M | 2.44% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 194,854 | $9.8M | 2.43% | 2025-12-31 |
| 13 | Keystone Financial Services, LLC | 156,573 | $7.8M | 1.95% | 2025-12-31 |
| 14 | Sprinkle Financial Consultants LLC | 149,867 | $7.5M | 1.87% | 2025-12-31 |
| 15 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 140,118 | $7.0M | 1.75% | 2025-12-31 |
| 16 | TRUIST FINANCIAL CORP | 124,526 | $6.2M | 1.55% | 2025-12-31 |
| 17 | Ipsen Advisor Group LLC | 113,028 | $5.7M | 1.41% | 2025-12-31 |
| 18 | JONES FINANCIAL COMPANIES LLLP | 109,475 | $5.5M | 1.36% | 2025-12-31 |
| 19 | DAVENPORT & Co LLC | 107,544 | $5.4M | 1.34% | 2025-12-31 |
| 20 | Capital Advisors Wealth Management, LLC | 95,287 | $4.8M | 1.19% | 2025-12-31 |
| 21 | First Pacific Financial | 71,657 | $3.6M | 0.89% | 2025-12-31 |
| 22 | Kingsview Wealth Management, LLC | 69,603 | $3.5M | 0.86% | 2025-12-31 |
| 23 | Integrated Wealth Concepts LLC | 57,010 | $2.9M | 0.71% | 2025-12-31 |
| 24 | Family Capital Management, Inc. | 53,467 | $2.7M | 0.66% | 2025-12-31 |
| 25 | Cetera Investment Advisers | 52,370 | $2.6M | 0.65% | 2025-12-31 |
| 26 | STIFEL FINANCIAL CORP | 50,486 | $2.5M | 0.63% | 2025-12-31 |
| 27 | LexAurum Advisors, LLC | 49,258 | $2.5M | 0.61% | 2025-09-30 |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 42,718 | $2.1M | 0.53% | 2025-12-31 |
| 29 | Sanctuary Advisors, LLC | 41,072 | $2.0M | 0.51% | 2025-12-31 |
| 30 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 40,668 | $2.0M | 0.50% | 2025-12-31 |
| 31 | Western Wealth Management, LLC | 34,296 | $1.7M | 0.42% | 2025-12-31 |
| 32 | Fifth Third Securities, Inc. | 33,617 | $1.7M | 0.41% | 2025-12-31 |
| 33 | J.W. COLE ADVISORS, INC. | 31,685 | $1.6M | 0.39% | 2025-12-31 |
| 34 | KWB Wealth | 27,329 | $1.4M | 0.34% | 2025-12-31 |
| 35 | Cornerstone Wealth Management, LLC | 26,974 | $1.4M | 0.33% | 2025-12-31 |
| 36 | Vantus Wealth LLC | 26,935 | $1.3M | 0.33% | 2025-12-31 |
| 37 | Advyzon Investment Management, LLC | 26,878 | $1.3M | 0.33% | 2025-12-31 |
| 38 | JPMORGAN CHASE & CO | 24,442 | $1.2M | 0.30% | 2025-12-31 |
| 39 | Financial Engines Advisors L.L.C. | 24,343 | $1.2M | 0.30% | 2025-12-31 |
| 40 | LWM Advisory Services, LLC | 23,488 | $1.2M | 0.29% | 2025-12-31 |
| 41 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 22,678 | $1.1M | 0.28% | 2025-12-31 |
| 42 | NewEdge Advisors, LLC | 20,689 | $1.0M | 0.25% | 2025-12-31 |
| 43 | AMERIPRISE FINANCIAL INC | 19,925 | $997.7K | 0.24% | 2025-12-31 |
| 44 | GTS SECURITIES LLC | 19,272 | $965.0K | 0.24% | 2025-12-31 |
| 45 | Gallacher Capital Management LLC | 16,064 | $804.4K | 0.20% | 2025-12-31 |
| 46 | MERCER GLOBAL ADVISORS INC /ADV | 14,804 | $741.3K | 0.18% | 2025-12-31 |
| 47 | Capital Developers, LLC | 13,947 | $698.4K | 0.17% | 2025-12-31 |
| 48 | OAK HARBOR WEALTH PARTNERS, LLC | 13,734 | $687.7K | 0.17% | 2025-12-31 |
| 49 | MML INVESTORS SERVICES, LLC | 12,484 | $625.1K | 0.15% | 2025-12-31 |
| 50 | McLaughlin Asset Management, Inc. | 12,190 | $610.4K | 0.15% | 2025-12-31 |
| 51 | COMPASS CAPITAL MANAGEMENT, INC | 12,170 | $609.4K | 0.15% | 2025-12-31 |
| 52 | GOLDMAN SACHS GROUP INC | 11,890 | $595.4K | 0.14% | 2025-12-31 |
| 53 | NOTTINGHAM ADVISORS, INC. | 11,034 | $552.5K | 0.13% | 2025-12-31 |
| 54 | OSAIC HOLDINGS, INC. | 11,021 | $552.0K | 0.13% | 2025-12-31 |
| 55 | CITADEL ADVISORS LLC | 11,810 | $537.2K | 0.14% | 2025-06-30 |
| 56 | CARY STREET PARTNERS FINANCIAL LLC | 10,371 | $519.3K | 0.12% | 2025-12-31 |
| 57 | ZEGA Investments, LLC | 11,447 | $499.0K | 0.14% | 2025-03-31 |
| 58 | HighTower Advisors, LLC | 9,586 | $480.0K | 0.11% | 2025-12-31 |
| 59 | Mendel Money Management | 9,961 | $453.1K | 0.12% | 2025-06-30 |
| 60 | Pinnacle Wealth Management Advisory Group, LLC | 8,965 | $448.9K | 0.11% | 2025-12-31 |
| 61 | PINNACLE ASSOCIATES LTD | 8,965 | $448.9K | 0.11% | 2025-12-31 |
| 62 | Miller Global Investments, LLC | 8,936 | $447.5K | 0.11% | 2025-12-31 |
| 63 | KPP Advisory Services LLC | 8,926 | $447.0K | 0.11% | 2025-12-31 |
| 64 | Redwood Financial Network Corp | 8,061 | $403.6K | 0.10% | 2025-12-31 |
| 65 | Focus Partners Wealth | 8,033 | $402.2K | 0.10% | 2025-12-31 |
| 66 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,726 | $386.9K | 0.09% | 2025-12-31 |
| 67 | Prospera Financial Services Inc | 7,519 | $374.8K | 0.09% | 2025-09-30 |
| 68 | TITLEIST ASSET MANAGEMENT, LLC | 7,121 | $356.6K | 0.08% | 2025-12-31 |
| 69 | Aviance Capital Partners, LLC | 7,113 | $356.2K | 0.08% | 2025-12-31 |
| 70 | INTERACTIVE FINANCIAL ADVISORS, INC. | 6,272 | $314.1K | 0.07% | 2025-12-31 |
| 71 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,043 | $312.4K | 0.07% | 2025-12-31 |
| 72 | KESTRA PRIVATE WEALTH SERVICES, LLC | 6,034 | $302.2K | 0.07% | 2025-12-31 |
| 73 | Stratos Wealth Partners, LTD. | 5,911 | $294.5K | 0.07% | 2025-09-30 |
| 74 | Mariner, LLC | 5,818 | $291.3K | 0.07% | 2025-12-31 |
| 75 | STEPHENS INC /AR/ | 5,629 | $281.9K | 0.07% | 2025-12-31 |
| 76 | ProCore Advisors, LLC | 5,520 | $276.4K | 0.06% | 2025-12-31 |
| 77 | Intrua Financial, LLC | 5,498 | $275.3K | 0.06% | 2025-12-31 |
| 78 | SAGESPRING WEALTH PARTNERS, LLC | 5,467 | $272.3K | 0.06% | 2025-09-30 |
| 79 | Centerpoint Advisory Group | 5,866 | $266.8K | 0.07% | 2025-06-30 |
| 80 | JANE STREET GROUP, LLC | 5,273 | $264.0K | 0.06% | 2025-12-31 |
| 81 | Teamwork Financial Advisors, LLC | 5,253 | $239.0K | 0.06% | 2025-06-30 |
| 82 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,765 | $238.6K | 0.05% | 2025-12-31 |
| 83 | Atria Wealth Solutions, Inc. | 5,133 | $233.5K | 0.06% | 2025-06-30 |
| 84 | HBK Sorce Advisory LLC | 4,069 | $223.5K | 0.05% | 2025-12-31 |
| 85 | Beck Bode, LLC | 4,344 | $217.5K | 0.05% | 2025-12-31 |
| 86 | Financial Advocates Investment Management | 4,314 | $214.9K | 0.05% | 2025-09-30 |
| 87 | Choice Wealth Advisors, LLC | 4,618 | $201.3K | 0.05% | 2025-03-31 |
| 88 | Everhart Financial Group, Inc. | 4,611 | $201.0K | 0.05% | 2025-03-31 |
| 89 | Kestra Advisory Services, LLC | 3,998 | $200.2K | 0.04% | 2025-12-31 |
| 90 | N.E.W. Advisory Services LLC | 2,852 | $142.8K | 0.03% | 2025-12-31 |
| 91 | ALBION FINANCIAL GROUP /UT | 1,573 | $78.8K | 0.01% | 2025-12-31 |
| 92 | Caldwell Trust Co | 1,301 | $65.1K | 0.01% | 2025-12-31 |
| 93 | Horizon Investments, LLC | 1,290 | $64.6K | 0.01% | 2025-12-31 |
| 94 | Private Wealth Management Group, LLC | 1,253 | $62.7K | 0.01% | 2025-12-31 |
| 95 | FMR LLC | 1,228 | $61.5K | 0.01% | 2025-12-31 |
| 96 | Farther Finance Advisors, LLC | 993 | $49.7K | 0.01% | 2025-12-31 |
| 97 | AMERIFLEX GROUP, INC. | 941 | $42.8K | 0.01% | 2025-06-30 |
| 98 | SageView Advisory Group, LLC | 728 | $36.4K | 0.00% | 2025-12-31 |
| 99 | PRIVATE TRUST CO NA | 685 | $34.3K | 0.00% | 2025-12-31 |
| 100 | Lodestone Wealth Management LLC | 658 | $33.0K | 0.00% | 2025-12-31 |
| 101 | Steward Partners Investment Advisory, LLC | 461 | $23.1K | 0.00% | 2025-12-31 |
| 102 | UBS Group AG | 436 | $21.8K | 0.00% | 2025-12-31 |
| 103 | IFP Advisors, Inc | 417 | $20.9K | 0.00% | 2025-12-31 |
| 104 | Aptus Capital Advisors, LLC | 413 | $20.7K | 0.00% | 2025-12-31 |
| 105 | AE Wealth Management LLC | 297 | $14.9K | 0.00% | 2025-12-31 |
| 106 | Smallwood Wealth Investment Management, LLC | 276 | $13.7K | 0.00% | 2025-09-30 |
| 107 | Rockefeller Capital Management L.P. | 264 | $13.2K | 0.00% | 2025-09-30 |
| 108 | Golden State Wealth Management, LLC | 273 | $11.9K | 0.00% | 2025-03-31 |
| 109 | Bell Investment Advisors, Inc | 217 | $10.9K | 0.00% | 2025-12-31 |
| 110 | APPLETON PARTNERS INC/MA | 190,012 | $9.5K | 2.37% | 2025-12-31 |
| 111 | Russell Investments Group, Ltd. | 188 | $9.4K | 0.00% | 2025-12-31 |
| 112 | SIGNATUREFD, LLC | 130 | $6.5K | 0.00% | 2025-12-31 |
| 113 | Rossby Financial, LCC | 125 | $6.3K | 0.00% | 2025-12-31 |
| 114 | Smartleaf Asset Management LLC | 110 | $5.6K | 0.00% | 2025-12-31 |
| 115 | BANK OF MONTREAL /CAN/ | 111 | $5.0K | 0.00% | 2025-06-30 |
| 116 | Westside Investment Management, Inc. | 93 | $4.7K | 0.00% | 2025-12-31 |
| 117 | PRINCIPAL SECURITIES, INC. | 103 | $4.7K | 0.00% | 2025-06-30 |
| 118 | US BANCORP \DE\ | 72 | $3.6K | 0.00% | 2025-12-31 |
| 119 | AdvisorNet Financial, Inc | 60 | $3.0K | 0.00% | 2025-12-31 |
| 120 | CREATIVE FINANCIAL DESIGNS INC /ADV | 54 | $2.5K | 0.00% | 2025-06-30 |
| 121 | Cambridge Investment Research Advisors, Inc. | 46,940 | $2.4K | 0.58% | 2025-12-31 |
| 122 | COMERICA BANK | 50 | $2.2K | 0.00% | 2025-03-31 |
| 123 | WealthShield Partners, LLC | 32 | $1.6K | 0.00% | 2025-12-31 |
| 124 | Beacon Capital Management, LLC | 23 | $1.0K | 0.00% | 2025-06-30 |
| 125 | THOROUGHBRED FINANCIAL SERVICES, LLC | 5,258 | $263 | 0.06% | 2025-12-31 |
| 126 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $50 | 0.00% | 2025-12-31 |
| 127 | WELLS FARGO & COMPANY/MN | 1 | $34 | 0.00% | 2025-12-31 |
| 128 | Wayfinding Financial, LLC | 620 | $27 | 0.00% | 2025-03-31 |
| 129 | CWM, LLC | 525 | $26 | 0.00% | 2025-12-31 |
| 130 | GeoWealth Management, LLC | 0 | $16 | 0.00% | 2025-03-31 |
| 131 | HAZLETT, BURT & WATSON, INC. | 11 | $1 | 0.00% | 2025-12-31 |
| 132 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 133 | HANTZ FINANCIAL SERVICES, INC. | 3 | $0 | 0.00% | 2025-12-31 |