JAVA institutional holders

JPMorgan Active Value ETF · 286 reporting institutions · $6.2B reported value

Funds that can replace JAVA · JAVA return decomposition

Institutional holdings

Institutions reporting JAVA, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$1.6B02026-06-30
Dynasty Wealth Management, LLC$718.9M142026-06-30
Lpl Financial LLC$573.9M23,4582026-06-30
Sagespring Wealth Partners$411.9M1262026-06-30
Openarc Corporate Advisory, LLC$211.3M1232026-06-30
Ameriprise Financial Inc$201.7M02026-06-30
Cetera Investment Advisers$149.2M10,3702026-06-30
Morgan Stanley$134M23,1852026-06-30
Royal Bank of Canada$103.8M02026-06-30
Envestnet Pmc$89M602026-06-30
Jones Financial Companies LLLP$83.3M02026-06-30
Avior Wealth Management, LLC$75.9M692026-06-30
PNC Financial Services Group, Inc.$73.9M02026-06-30
Steph & Co$72.5M02026-06-30
Orrstown Financial Services Inc$68.7M02026-06-30
Great Valley Advisor Group, LLC$65.7M2052026-06-30
Raymond James Financial Inc$58.4M02026-06-30
Bank of America Corp /de$58M02026-06-30
Vestmark Advisory Solutions, Inc.$55.9M82026-06-30
Kestra Advisory Services, LLC$52.3M1,4792026-06-30
Ci Investments Inc.$50.4M02026-06-30
Commonwealth Equity Services, LLC$49.3M2,8632026-06-30
Private Advisor Group, LLC$46.9M9272026-06-30
Northwest Financial Advisors$45.1M192026-06-30
Osaic Holdings, Inc.$44.6M02026-06-30
Convergence Financial, LLC$43.8M292026-06-30
Fsm Wealth Advisors, LLC$43.7M162026-06-30
Intellus Advisors LLC$38.9M92026-06-30
Unique Wealth, LLC$37.4M142026-06-30
Wny Asset Management, LLC$36.1M292026-06-30
Focus Partners Wealth$34.1M1,0482026-06-30
Daymark Wealth Partners, LLC$32.1M372026-06-30
Stifel Financial Corp$31.3M02026-06-30
Wealthplan Investment Management, LLC$30.2M292026-06-30
Americana Partners, LLC$30.1M532026-06-30
Arlington Financial Advisors, LLC$29.7M82026-06-30
Rockefeller Capital Management LP$27.4M3462026-06-30
UBS Group AG$24.5M02026-06-30
Centerline Wealth Advisors, LLC$24.2M42026-06-30
Triangle Wealth Management$20.1M102026-06-30
Confluence Wealth Services, Inc.$19.6M452026-06-30
Integrated Wealth Concepts LLC$19.5M4802026-06-30
Prism Advisors, Inc.$19.3M52026-06-30
Storen Legacy Partners, LLC$19.2M72026-06-30
Davenport & Co LLC$19.1M3392026-06-30
Wells Fargo & Company/mn$19M02026-06-30
Cwm, LLC$17.6M6672026-03-31
Sanctuary Advisors, LLC$16.4M4012026-06-30
Gill Capital Partners$14.5M102026-06-30
Arq Wealth Advisors, LLC$14.4M152026-06-30
Concurrent Investment Advisors, LLC$14.1M3492026-06-30
Bcgm Wealth Management, LLC$13.9M112026-06-30
Newedge Advisors$13.1M6012026-06-30
Keyvantage Wealth, LLC$12.5M02026-06-30
Exchange Traded Concepts, LLC$12.4M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$11.3M02026-06-30
Rehmann Capital Advisory Group$11.2M422026-06-30
Geneos Wealth Management, Inc.$10.3M1932026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$9.7M02025-12-31
Benjamin Edwards Inc$9.5M02026-06-30
MML Investors Services, LLC$9.5M5,1202026-06-30
Northwestern Mutual Wealth Management Co$9.4M02026-06-30
Resolute Wealth Strategies, LLC$9.3M62026-06-30
Mn Wealth Advisors, LLC$8.3M32026-06-30
Elevation Point Wealth Partners, LLC$7.9M562026-06-30
Cyndeo Wealth Partners$7.4M202026-06-30
Sima Wealth Partners, LLC$7.4M52026-06-30
Marshall Wace, LLP$6.7M02026-06-30
Perigon Wealth Management, LLC$6.5M922026-06-30
Triad Wealth Partners, LLC$6M492026-06-30
Summitpoint Capital Management$5.9M22026-06-30
Gemmer Asset Management LLC$5.7M82026-06-30
Hightower Advisors, LLC$5.7M1,0462026-06-30
Harbour Investments, Inc.$5.7M2472026-06-30
Arkadios Wealth Advisors$5.7M2262026-06-30
Wcg Wealth Advisors LLC$5.6M1302026-06-30
Composition Wealth, LLC$5.5M762026-06-30
Perennial Investment Advisors, LLC$5.4M492026-06-30
Ggm Financial LLC$5.2M62026-06-30
Fagan Associates Inc$5.2M32026-06-30
Wealth Enhancement Advisory Services, LLC$4.8M1,0262026-06-30
5t Wealth, LLC$4.7M42026-06-30
Merited Wealth, LLC$4.7M42026-06-30
Captrust Financial Advisors$4.7M9622026-06-30
Western Wealth Management, LLC$4.6M1122026-06-30
CIBC World Market Inc.$4.3M02026-06-30
Wealthplan Partners, LLC$4.2M262026-06-30
Denver Pwm, LLC$4.2M72026-06-30
Gladstone Institutional Advisory LLC$4.2M1082026-06-30
Cmh Wealth Management LLC$4.1M62026-06-30
Equitable Holdings, Inc.$4M02026-06-30
The Ascent Group, LLC$3.8M202026-06-30
First National Bank of Omaha$3.6M02026-06-30
Worth Financial Advisory Group, LLC$3.6M72026-06-30
Pinnacle Financial Partners, Inc.$3.3M02026-06-30
Bluespring Wealth Management, LLC$3.3M502026-06-30
Quotient Wealth Partners, LLC$3M362026-06-30
Synovus Financial Corp$3M02025-09-30
Compass Wealth Management, Llc/ga$2.8M22026-06-30
Wbh Advisory Inc$2.7M112026-06-30
Global Retirement Partners LLC$2.7M4912026-06-30
Country Club Bank$2.5M02025-09-30
Hopwood Nicholas Hunter$2.5M32026-06-30
Kingsview Wealth Management, LLC$2.5M1152026-06-30
Crumly & Associates Inc.$2.4M62026-06-30
Mgo One Seven LLC$2.4M1182026-06-30
Cauble & Harre Wealth Management, Inc.$2.4M42026-06-30
Independence Asset Advisors, LLC$2.4M32026-06-30
Ifp Advisors, Inc$2.3M3182026-06-30
Mariner, LLC$2.2M02026-06-30
D.A. Davidson & Co.$2.1M6892026-06-30
Fairvoy Private Wealth, LLC$2.1M62026-06-30
Heritage Wealth Management, Inc.$2M32026-06-30
Atlanta Consulting Group Advisors, LLC$1.9M82026-06-30
Purefi Wealth, LLC$1.9M72026-06-30
Ignite Planners LLC$1.8M242026-06-30
First Heartland Consultants, Inc.$1.8M992026-06-30
Farther Finance Advisors, LLC$1.8M3342026-06-30
Cornerstone Wealth Management, LLC$1.8M02026-06-30
Elevation Wealth Management LLC$1.7M32026-06-30
Landaas & Co /wi /adv$1.7M192026-06-30
Traveka Wealth, LLC$1.7M32026-06-30
Ritter Daniher Financial Advisory LLC / de$1.6M02026-06-30
3chopt Investment Partners, LLC$1.6M72026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$1.6M02026-06-30
Belpointe Asset Management LLC$1.6M1702026-06-30
Creativeone Wealth, LLC$1.6M2212026-06-30
Mascagni Wealth Management, Inc.$1.5M32026-06-30
Org Partners LLC$1.5M02025-12-31
Ifg Advisory, LLC$1.5M1102026-06-30
Advisory Services Network$1.5M2532026-06-30
Sugar Maple Asset Management, LLC$1.4M32026-06-30
Clear Creek Financial Management, LLC$1.4M442026-06-30
Twin Peaks Wealth Advisors, LLC$1.3M102026-06-30
Merit Financial Group, LLC$1.3M2952026-06-30
O'Shaughnessy Asset Management, LLC$1.3M582026-06-30
Curry Webb Wealth Management LLC$1.3M52026-06-30
Beaumont Financial Advisors, LLC$1.2M162026-06-30
Providence First Trust Co$1.2M02026-06-30
Frontier Asset Management, LLC$1.1M92026-06-30
Massmutual Private Wealth & Trust, Fsb$1.1M02026-06-30
Silver Oak Securities, Incorporated$1.1M1172026-06-30
Krilogy$1.1M642026-06-30
Private Trust Co NA$1.1M02026-06-30
Essex Financial Services, Inc.$1.1M332026-06-30
Bill Few Associates, Inc.$1M282026-06-30
Settanni Financial LLC$1M32026-06-30
Citadel Advisors LLC$1M02026-06-30
Rothschild Wealth LLC$960.9K312026-06-30
Kuhn & Co Investment Counsel$929.9K32026-06-30
Renaissance Technologies LLC$929.1K02026-06-30
Summit Wealth Group LLC / Co$927.9K392026-06-30
Susquehanna International Group, LLP$922.6K02026-06-30
Procyon$917.8K532026-06-30
Lake Street Private Wealth, LLC$899.7K62026-06-30
Verity Asset Management$853.2K532026-06-30
Mutual Advisors, LLC$843.1K1532026-06-30
Weil Company, Inc.$831.4K132026-06-30
Steward Partners Investment Advisory, LLC$823K4812026-06-30
M.E. Allison & Co., Inc.$810.8K112026-06-30
Piedmont Wealth Advisory$800.7K32026-06-30
Fifth Third Bancorp$784.1K02026-06-30
Hub Investment Partners, LLC$767.8K1182026-06-30
Onedigital Investment Advisors LLC$763.9K3862026-06-30
Moneco Advisors, LLC$761.8K502026-06-30
Advisornet Wealth Partners$742.1K582026-06-30
Compound Planning, Inc.$723.3K752026-06-30
Cary Street Partners Investment Advisory LLC$711.4K1222026-06-30
Litman Gregory Wealth Management LLC$704.8K02025-12-31
Beacon Pointe Advisors, LLC$676.5K4662026-06-30
Oppenheimer & Co. Inc.$672.1K1,1662026-06-30
Obermeyer Wealth Partners$664.8K192026-06-30
Tritonpoint Partners, LLC$647.3K102026-06-30
Clear Point Advisors Inc.$616.7K32026-06-30
Seacrest Wealth Management, LLC$592.9K352026-06-30
Apella Capital, LLC$592.3K1042026-06-30
Cordgrass Capital Advisors, LLC$565.3K32026-06-30
Stephens Inc /ar$525.7K2432026-06-30
Harbor Investment Advisory, LLC$523.2K312026-06-30
J.W. Cole Advisors, Inc.$521.5K4992026-06-30
Stratos Wealth Partners, Ltd.$515.1K3862026-06-30
Vise Technologies, Inc.$503.9K02026-06-30
Global Wealth Strategies & Associates$475.9K112026-06-30
Emergent Wealth Advisors, LLC$471.6K42026-06-30
Independent Financial Group, LLC$467.9K4812026-06-30
Iht Wealth Management LLC$467.6K1592026-06-30
Avaii Wealth Management, LLC$458.6K112026-06-30
Gotham Asset Management, LLC$449.4K52026-06-30
Truist Financial Corp$446.2K02026-06-30
Total Clarity Wealth Management, Inc.$442.5K222026-06-30
Firethorn Wealth Partners, LLC$418.3K72026-06-30
Security National Bank of Sioux City Iowa /ia$406.9K02026-03-31
Creative Planning$405.6K1,1712026-06-30
Trexquant Investment LP$399.4K02026-06-30
Visionary Wealth Advisors$396.5K462026-06-30
Aqr Capital Management LLC$386.3K12026-06-30
Albion Financial Group /ut$385.1K02026-06-30
Comerica Bank$380.9K02025-12-31
Westside Investment Management, LLC$367.7K72026-06-30
Plan Group Financial, LLC$365.5K182026-06-30
Quantinno Capital Management LP$359.5K02026-06-30
Ae Wealth Management LLC$356.6K4712026-06-30
Fisher Asset Management, LLC$346.4K2,9842026-06-30
Regal Investment Advisors LLC$332.4K1172026-06-30
Geowealth Management, LLC$331.9K02026-06-30
Pathstone Holdings, LLC$329.1K02026-06-30
Alliance Wealth Advisors, LLC$317.9K62026-06-30
Axxcess Wealth Management, LLC$312.9K382026-06-30
Security National Bank of So Dak$311.6K02026-03-31
Lgg Financial$307K22026-06-30
Sequent Planning LLC$304.6K1002026-06-30
Beacon Capital Management, LLC$299.8K192026-06-30
Summit Financial, LLC$293.3K2292026-06-30
Eclectic Associates Inc /adv$287.6K112026-06-30
Atria Investments, Inc$285.2K62026-06-30
Apollon Wealth Management, LLC$270.7K1512026-06-30
Stonex Group Inc.$270K02026-06-30
Mba Advisors LLC$265.7K32026-06-30
Private Wealth Partners, LLC$254.1K62026-06-30
Capital Advisors Wealth Management, LLC$239.4K62026-06-30
Gateway Wealth Partners, LLC$239.3K1012026-06-30
Kelly Financial Services LLC$237.5K72026-06-30
Summit Wealth & Retirement Planning, Inc.$230.8K72026-06-30
Two Sigma Securities, LLC$225.6K02026-06-30
Empirical Asset Management, LLC$223.5K122026-06-30
Lido Advisors, LLC$220K3202026-06-30
Aegis Wealth Management, Inc.$219.4K252026-06-30
Shared Vision Wealth Group LLC$208.3K32026-06-30
Pine Valley Investments Ltd Liability Co$207.3K332026-06-30
Envestnet Portfolio Solutions, Inc.$205.6K32026-06-30
Financial Partners Group, Inc$204.9K92026-06-30
D. E. Shaw & Co., LP$204.6K02026-06-30
Triumph Capital Management$200.4K142026-06-30
Whittier Trust Co of Nevada Inc$166.6K02026-06-30
Tripletail Wealth Management, LLC$164.4K22026-06-30
Parallel Advisors, LLC$146.1K752026-06-30
Aptus Capital Advisors, LLC$131.2K212026-06-30
Cary Street Partners Financial LLC$126.5K02026-06-30
Ashton Thomas Private Wealth, LLC$117.8K962026-06-30
Janney Montgomery Scott LLC$115.8K1,3422026-06-30
Pinnacle Bancorp, Inc.$114.2K02026-06-30
Ep Wealth Advisors, LLC$113.7K3382026-06-30
Compass Financial Management LLC$103.1K462026-06-30
Blackrock, Inc.$98.6K02026-06-30
Richards Merrill Wealth Management$80.5K92026-06-30
Tower Research Capital LLC (trc)$74.7K02026-06-30
Bank of Montreal /can$58.5K02026-06-30
Lgt Financial Advisors LLC$57.9K22026-06-30
Gps Wealth Strategies Group, LLC$44.7K02025-12-31
Main Street Group, Ltd$42.4K92026-06-30

The 250 largest of 286 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30