J P MORGAN EXCHANGE TRADED F

Ticker: JPIB CUSIP: 46641Q852 Class: INTL BD OPP ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Avantax Planning Partners, Inc.2,329,725$113,458
Rice Partnership, LLC1,428,266$69,557
LPL Financial LLC1,425,590$69,426
FSM Wealth Advisors, LLC916,928$44,654
HighTower Advisors, LLC866,906$42,218
MORGAN STANLEY745,083$36,286
Cetera Investment Advisers587,164$28,595
Goldstone Financial Group, LLC540,665$26,330
RAYMOND JAMES FINANCIAL INC534,507$26,031
Hughes Financial Services, LLC434,261$21,149
Midwest Financial Partners Investments, Inc.427,065$20,798
Hills Bank & Trust Co388,022$18,897
ForthRight Wealth Management, LLC385,258$18,762
KINTRA WEALTH, LLC355,700$17,323
KMG FIDUCIARY PARTNERS, LLC346,946$16,896
Certified Advisory Corp320,637$15,615
Peak Financial Management, Inc.312,115$15,200
BANK OF AMERICA CORP /DE/310,530$15,123
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO299,872$14,604
COMMONWEALTH EQUITY SERVICES, LLC287,326$13,993
Stadion Money Management, LLC233,697$11,381
CGN Advisors LLC215,157$10,478
ACIMA PRIVATE WEALTH, LLC211,317$10,291
MAI Capital Management202,992$9,886
Peterson Wealth Advisors, LLC183,205$8,922
JANE STREET GROUP, LLC179,739$8,753
Bleakley Financial Group, LLC172,257$8,389
Baird Financial Group, Inc.171,660$8,360
Financial Connections Group, Inc.168,784$8
NewEdge Advisors, LLC164,316$8,002
POWER WEALTH MANAGEMENT LLC164,298$8,001
Tidemark, LLC161,988$7,889
Fiduciary Alliance LLC157,822$7,686
CAPTRUST FINANCIAL ADVISORS152,810$7,442
Ignite Planners, LLC152,192$7,480
AllGen Financial Advisors, Inc.149,488$7,280
Windsor Capital Management, LLC148,100$7,212
Sonoma Allocations LLC142,451$6,971
AssuredPartners Investment Advisors, LLC141,410$6,887
Broadway Wealth Solutions, Inc.141,345$6,883
Apella Capital, LLC140,338$6,834
CREATIVE FINANCIAL DESIGNS INC /ADV139,100$6,774
Cambridge Investment Research Advisors, Inc.137,756$7
ROYAL BANK OF CANADA135,294$6,588
Financial Management Professionals, Inc.133,130$6,519
HALBERT HARGROVE GLOBAL ADVISORS, LLC132,653$6,460
VERUS CAPITAL PARTNERS, LLC131,817$6,419
Summit Financial, LLC129,002$6,317
Treasure Coast Financial Planning128,900$6,279
Running Point Capital Advisors, LLC120,664$5,876
Manske Wealth Management111,383$5,424
Marmo Financial Group, LLC111,271$5,419
FIRST AMERICAN TRUST, FSB107,857$5,253
Prime Capital Investment Advisors, LLC107,430$5,232
Cedar Mountain Advisors, LLC103,468$5,039
ENVESTNET ASSET MANAGEMENT INC100,479$4,893
Private Advisor Group, LLC96,234$4,687
CARY STREET PARTNERS FINANCIAL LLC94,772$4,615
Roof Eidam Maycock Peralta, LLC93,135$4,536
Beacon Pointe Advisors, LLC92,256$4,493
Elmwood Wealth Management, Inc.79,812$3,887
ARKANSAS FINANCIAL GROUP, INC.79,072$3,851
Systelligence, LLC78,916$3,843
SUSQUEHANNA INTERNATIONAL GROUP, LLP73,090$3,559
CITADEL ADVISORS LLC72,261$3,519
ADAMSBROWN WEALTH CONSULTANTS LLC71,189$3,467
Thrivent Financial for Lutherans70,978$3
OSAIC HOLDINGS, INC.67,045$3,265
Stratos Wealth Advisors, LLC65,572$3,193
White & Co Financial Planning Inc64,536$3,143
Mach-1 Financial Group, LLC62,630$3,050
OneAscent Financial Services LLC62,524$3,045
Koshinski Asset Management, Inc.61,256$2,983
Beta Wealth Group, Inc.60,724$2,957
Waverly Advisors, LLC60,544$2,948
&PARTNERS55,981$2,726
Rockefeller Capital Management L.P.55,360$2,696
Etesian Wealth Advisors, Inc.54,839$2,671
Jacobi Capital Management LLC54,725$2,665
Advisor OS, LLC52,917$2,577
Bouvel Investment Partners, LLC50,163$2,443
Buckingham Strategic Partners44,919$2,188
Econ Financial Services Corp44,872$2,185
OPPENHEIMER & CO INC44,832$2,183
Winter & Associates, Inc.44,800$2,182
SYM FINANCIAL Corp43,731$2,130
SHP Wealth Management42,854$2,087
Financial Partners Group, Inc42,221$2,075
Sunrise Financial Services, LLC40,950$1,994
Mariner, LLC37,199$1,812
Pine Harbor Wealth Management, LLC36,881$1,796
Onyx Bridge Wealth Group LLC35,718$1,739
BlackDiamond Wealth Management Inc.35,538$1,744
Sanctuary Advisors, LLC34,388$1,675
TriaGen Wealth Management LLC34,252$1,668
Berger Financial Group, Inc32,536$1,585
Wealthcare Advisory Partners LLC29,602$1,442
InTrack Investment Management Inc29,238$1,424
Balanced Rock Investment Advisors LLC27,474$1,338
J.W. COLE ADVISORS, INC.27,172$1,323
110 other institutions991,431$47,013
Total (210 institutions)22,059,275$1,054,855