J P MORGAN EXCHANGE TRADED F

Ticker: LVDS CUSIP: 46654Q583 Class: FUNDAMENTAL DATA

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (4)

Triumph Capital Management
Value ($000) $11 Shares 221
Kestra Advisory Services, LLC
Value ($000) $21 Shares 423
SageView Advisory Group, LLC
Value ($000) $11 Shares 216
BANK OF AMERICA CORP /DE/
Value ($000) $12 Shares 238

Increased Positions (2)

OSAIC HOLDINGS, INC.
Value ($000) $503 (+34.8%) Shares 10,126 (+39.5%)
Steward Partners Investment Advisory, LLC
Value ($000) $31 (+2.1%) Shares 634 (+6.2%)

Decreased Positions (8)

HighTower Advisors, LLC
Value ($000) $4,809 (-41.8%) Shares 96,841 (-39.5%)
Cetera Investment Advisers
Value ($000) $2,145 (-20.2%) Shares 43,193 (-17.0%)
LPL Financial LLC
Value ($000) $8,625 (-8.7%) Shares 173,674 (-5.1%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $320 (+48972.1%) Shares 6,443 (-49.0%)
WELLS FARGO & COMPANY/MN
Value ($000) $1,122 (-13.8%) Shares 22,598 (-10.3%)
ROYAL BANK OF CANADA
Value ($000) $251 (-11.6%) Shares 5,050 (-8.2%)
UBS Group AG
Value ($000) $4 (-78.4%) Shares 87 (-77.5%)
Cambridge Investment Research Advisors, Inc.
Value ($000) $0 (-30.0%) Shares 8,963 (-27.3%)

Exited Positions (5)

Tower Research Capital LLC (TRC)
Value ($000) $935 Shares 18,101
Founders Financial Alliance, LLC
Value ($000) $68 Shares 1,316
JANE STREET GROUP, LLC
Value ($000) $614 Shares 11,892
Focus Partners Wealth
Value ($000) $335 Shares 6,493
CITADEL ADVISORS LLC
Value ($000) $230 Shares 4,450