JIVE institutional holders

JPMorgan International Value ETF · 226 reporting institutions · $2.3B reported value

Funds that can replace JIVE · JIVE return decomposition

Institutional holdings

Institutions reporting JIVE, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$449.9M23,4582026-06-30
Envestnet Pmc$240.3M602026-06-30
Riverfront Investment Group, LLC$221.7M302026-06-30
Raymond James Financial Inc$150M02026-06-30
Bank of America Corp /de$120.7M02026-06-30
Osaic Holdings, Inc.$92.9M02026-06-30
Jones Financial Companies LLLP$71.3M02026-06-30
MML Investors Services, LLC$69.1M5,1202026-06-30
Royal Bank of Canada$61.3M02026-06-30
Private Advisor Group, LLC$58.6M9272026-06-30
Cetera Investment Advisers$53.2M10,3702026-06-30
Commonwealth Equity Services, LLC$29M2,8632026-06-30
Grant Street Asset Management, Inc.$26.7M82026-06-30
Greenwood Gearhart LLC$24.8M212026-06-30
Cooper McManus$23.3M632026-06-30
Jpmorgan Chase & Co$23.2M02026-06-30
Vestmark Advisory Solutions, Inc.$21.5M82026-06-30
Archer Investment Corp$19.9M782026-06-30
Jane Street Group, LLC$19.4M02026-06-30
Northwestern Mutual Wealth Management Co$19.1M02026-06-30
Lineweaver Wealth Advisors, LLC$17.7M92026-06-30
Lido Advisors, LLC$15.8M3202026-06-30
Pine Valley Investments Ltd Liability Co$15.6M332026-06-30
Aspire Capital Advisors LLC$15.5M132026-06-30
Pallas Capital Advisors, LLC$14.2M272026-06-30
Avaii Wealth Management, LLC$14.1M112026-06-30
Verus Capital Partners, LLC$13.7M472026-06-30
New. Advisory Services, LLC$13.2M152026-06-30
Kestra Advisory Services, LLC$13.1M1,4792026-06-30
TD Waterhouse Canada Inc.$12.7M02026-06-30
Assetmark, Inc$11.5M2202026-06-30
Piedmont Wealth Advisory$10.7M32026-06-30
Kwb Wealth$10.2M102026-06-30
Modus Advisors, LLC$10M42026-06-30
Ssi Investment Management LLC$10M02026-06-30
Cary Street Partners Financial LLC$9.1M02026-06-30
Cornerstone Wealth Management, LLC$8.5M02026-06-30
Stifel Financial Corp$8.5M02026-06-30
Plan Group Financial, LLC$8.3M182026-06-30
Hightower Advisors, LLC$8.3M1,0462026-06-30
Menora Mivtachim Holdings Ltd.$7.7M02026-06-30
Pfg Advisors$7.5M832026-06-30
Farther Finance Advisors, LLC$7.3M3342026-06-30
Integrated Wealth Concepts LLC$7.2M4802026-06-30
Rehmann Capital Advisory Group$7.2M422026-06-30
Saxony Capital Management, LLC$7.1M412026-06-30
Steward Partners Investment Advisory, LLC$7.1M4812026-06-30
Walkner Condon Financial Advisors LLC$6.8M152026-06-30
Robertson Stephens Wealth Management, LLC$6.4M722026-06-30
Wespac Advisors Socal, LLC$6.3M102026-06-30
Wealthcare Advisory Partners LLC$6.2M1702026-06-30
Tkg Advisors, LLC$6.1M42026-06-30
Geneos Wealth Management, Inc.$5.6M1932026-06-30
Mgo One Seven LLC$5.3M1182026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$5.1M02026-06-30
Sagespring Wealth Partners$4.8M1262026-06-30
Central Pacific Bank - Trust Division$4.7M02026-06-30
Equitable Holdings, Inc.$4.6M02026-06-30
Creativeone Wealth, LLC$4.6M2212026-06-30
Concurrent Investment Advisors, LLC$4.5M3492026-06-30
Wealth Enhancement Advisory Services, LLC$4.5M1,0262026-06-30
Wespac Advisors, LLC$4.3M92026-06-30
Creative Financial Designs Inc /adv$4.2M02026-06-30
G&S Capital LLC$4.1M62026-06-30
Envestnet Portfolio Solutions, Inc.$4.1M32026-06-30
Retirement Guys Formula LLC$4M62026-06-30
Nikulski Financial, Inc.$4M82026-06-30
Base Wealth Management$4M72026-06-30
Truist Financial Corp$4M02026-06-30
Cardinal Strategic Wealth Guidance$3.6M92026-06-30
Comprehensive Financial Planning, Inc./pa$3.6M02026-06-30
Obsidian Cio, LLC$3.6M22026-06-30
Emerald Advisors, LLC$3.4M42026-06-30
Benjamin Edwards Inc$3.4M02026-06-30
U.S. Capital Wealth Advisors, LLC$3.2M02026-03-31
Kingswood Wealth Advisors, LLC$3.2M1232026-06-30
Savvy Advisors, Inc.$2.9M2142026-06-30
Sigma Planning Corp$2.7M4742026-06-30
Delta Investment Management, LLC$2.6M262026-06-30
&partners$2.5M5552026-06-30
Arax Advisory Partners$2.5M2322026-06-30
Waverly Advisors, LLC$2.5M2312026-06-30
CIBC World Market Inc.$2.4M02026-06-30
Mariner, LLC$2.4M02026-06-30
Truwealth Advisors, LLC$2.2M02026-03-31
Focus Financial$2.2M1212026-06-30
Gladstone Institutional Advisory LLC$2.1M1082026-06-30
Sanctuary Advisors, LLC$2.1M4012026-06-30
Boyer Financial Services, Inc.$2.1M42026-06-30
Kaizen Financial Strategies, LLC$2M52026-06-30
Arkadios Wealth Advisors$1.9M2262026-06-30
Paradigm, Strategies In Wealth Management, LLC$1.8M32026-06-30
Evernest Financial Advisors, LLC$1.8M02026-06-30
Old Mission Capital LLC$1.8M02026-06-30
Belpointe Asset Management LLC$1.6M1702026-06-30
Foundations Investment Advisors, LLC$1.6M3022026-06-30
Patriot Financial Group Insurance Agency, LLC$1.5M352026-06-30
Signature Equity Partners, LLC$1.4M342026-06-30
Atria Investments, Inc$1.4M62026-06-30
Illumine Investment Management, LLC$1.4M32026-06-30
Hopwood Nicholas Hunter$1.4M32026-06-30
New Edge Wealth$1.3M1512026-06-30
Mirador Capital Partners LP$1.3M92026-06-30
Capital Advisors Wealth Management, LLC$1.2M62026-06-30
Ncm Capital Management, LLC$1.2M22026-06-30
Wcg Wealth Advisors LLC$1.2M1302026-06-30
Unique Wealth, LLC$1.1M142026-06-30
Bigsur Wealth Management LLC$1M52026-06-30
Gateway Wealth Partners, LLC$995.5K1012026-06-30
Ern Financial, LLC$989.2K102026-06-30
Kennedy Investment Group$949.5K52026-06-30
Prospera Financial Services, Inc.$943.3K2702026-06-30
First National Corp /ma/ /adv$923.6K02025-09-30
Advisory Alpha, LLC$901.2K662026-06-30
Visionary Wealth Advisors$889.8K462026-06-30
Massmutual Private Wealth & Trust, Fsb$876.1K02026-06-30
Claro Advisors Inc.$846.2K202026-06-30
Citadel Advisors LLC$816.1K02026-06-30
Fifth Third Bancorp$792.7K02026-06-30
Gts Securities LLC$786.9K02026-06-30
Quantinno Capital Management LP$786K02026-06-30
Harbour Investments, Inc.$753.6K2472026-06-30
Orion Porfolio Solutions, LLC$740.6K1992026-06-30
Kingsview Wealth Management, LLC$733.4K1152026-06-30
Eaton Financial Holdings Company, LLC$730.2K02026-06-30
Savant Wealth Management$717.9K4052026-06-30
Sowell Financial Services LLC$687.5K1082026-06-30
Aprio Wealth Management, LLC$617.9K362026-06-30
Perennial Investment Advisors, LLC$614.3K492026-06-30
Lane Brothers & Co Inc$597.5K22026-06-30
Essential Investment Partners LLC$585.8K22026-06-30
Smith, Moore & Co.$575.9K452026-06-30
Lockerman Financial Group, Inc$552K12026-06-30
The Ascent Group, LLC$529.7K202026-06-30
Lake Street Private Wealth, LLC$527.7K62026-06-30
Breakwater Investment Management$513.9K32026-06-30
Leo Wealth, LLC$502.8K152026-03-31
Prospect Financial Services LLC$502.2K92026-06-30
Nations Financial Group Inc, /ia/ /adv$498.2K02026-06-30
A4 Wealth Advisors LLC$463.6K62026-06-30
Ifp Advisors, Inc$447.6K3182026-06-30
Comerica Bank$441.2K02025-12-31
Lewis Asset Management, LLC$422.6K52026-06-30
Moors & Cabot, Inc.$421.2K822026-06-30
Essex Financial Services, Inc.$419K332026-06-30
Echo Wealth Management, LLC$412K12026-06-30
Elevation Wealth Management LLC$392.8K32026-06-30
Great Valley Advisor Group, LLC$391.4K2052026-06-30
Roger Wittlin Investment Advisory, LLC$391K32026-06-30
Private Trust Co NA$390.7K02026-06-30
Murphy & Mullick Capital Management Corp$388.5K22026-06-30
Brown Advisory Inc$374.8K02026-06-30
Clear Point Advisors Inc.$374.7K32026-06-30
Global Retirement Partners LLC$356K4912026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$352.3K02025-12-31
Redhawk Wealth Advisors, Inc.$331K432026-06-30
Traynor Capital Management, Inc.$317.5K72026-06-30
3chopt Investment Partners, LLC$316.6K72026-06-30
Golden State Wealth Management, LLC$298.1K472026-06-30
Financial Partners Group, Inc$292.7K92026-06-30
International Assets Investment Management, LLC$289.7K1222026-06-30
TD Private Client Wealth LLC$284.7K5352026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$280.2K72026-06-30
Geowealth Management, LLC$274.1K02026-06-30
Bank of Montreal /can$271.3K02026-06-30
Stratos Wealth Partners, Ltd.$271.2K3862026-06-30
Edgerock Capital LLC$250.1K122026-06-30
Xtx Topco Ltd$242.2K02026-06-30
Baird Financial Group, Inc.$241.6K02026-06-30
Koshinski Asset Management, Inc.$238.9K692026-06-30
Spire Wealth Management$238K32026-06-30
Firethorn Wealth Partners, LLC$236.8K72026-06-30
Cary Street Partners Investment Advisory LLC$235.8K1222026-06-30
Davenport & Co LLC$235.6K3392026-06-30
Carnegie Investment Counsel$218.4K372026-06-30
Lgg Financial$216.3K22026-06-30
Advisornet Wealth Partners$215.4K582026-06-30
Lbmc Investment Advisors, LLC$203.5K32026-06-30
Advisory Services Network$202.2K2532026-06-30
Caldwell Sutter Capital, Inc.$171.8K82026-06-30
Richardson Financial Services$165.1K42026-06-30
Caitlin John, LLC$147.1K242026-06-30
UBS Group AG$135.4K02026-06-30
Shp Wealth Management$106.4K322026-06-30
Morgan Stanley$101.9K23,1852026-06-30
Capital Investment Advisory Services, LLC$93.3K1032026-06-30
Westside Investment Management, LLC$80.9K72026-06-30
Newedge Advisors$72.2K6012026-06-30
Allworth Financial, LP$70.3K3172026-06-30
Janney Montgomery Scott LLC$67.7K1,3422026-06-30
Tripletail Wealth Management, LLC$61.3K22026-06-30
US Bancorp$56.7K02026-06-30
O'Shaughnessy Asset Management, LLC$43.7K582026-06-30
Founders Financial Alliance, LLC$38.3K322026-06-30
Wells Fargo & Company/mn$38K02026-06-30
Ae Wealth Management LLC$30.4K4712026-06-30
Cambridge Investment Research Advisors, Inc.$26.2K3,9402026-03-31
Peck Wealth Management, LLC$23K02026-06-30
Highland Investment Advisors LLC$22.8K102026-06-30
Cordgrass Capital Advisors, LLC$22.6K32026-06-30
Keating Financial Advisory Services, Inc.$21.5K252026-06-30
Silver Grove Financial Group, Inc.$21.3K172026-06-30
Flow Traders U.S. LLC$20.3K02026-06-30
Transamerica Financial Advisors, LLC$16.7K1,0972026-06-30
Orion Capital Management LLC$12.1K42026-06-30
Cornerstone Planning Group LLC$9.6K232026-06-30
Triumph Capital Management$9.2K142026-06-30
Whittier Trust Co$8.5K02026-06-30
Natixis Advisors, LLC$7.9K572026-06-30
Wayfinding Financial, LLC$6.5K22026-06-30
Hunter Associates LLC$6.3K172026-06-30
Cedar Mountain Advisors, LLC$4.9K62026-06-30
Cwm, LLC$4.1K6672026-03-31
Lummis Asset Management, LP$3.9K22026-06-30
Sarver Vrooman Wealth Advisors$3.8K42026-06-30
Alphacore Capital LLC$3.5K692026-06-30
Gamma Investing LLC$3.1K72026-06-30
Park Avenue Securities LLC$3.1K1,9082026-06-30
Clearstead; Clearstead Advisory Solutions$2.1K642026-06-30
Thoroughbred Financial Services, LLC$1.5K342026-06-30
Farmers & Merchants Investments Inc$1.5K02026-06-30
Wedbush Securities Inc$5842202026-06-30
Capital Analysts, LLC$5366082026-06-30
Halbert Hargrove Global Advisors, LLC$184432026-06-30
Ulland Investment Advisors, LLC$432026-06-30
Motiv8 Investments LLC$1102025-12-31

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