$47.54

-0.15 (-0.31%)

Weekly Expected Move ±0.9%

$47 $47 $48 $48 $48

ETF AMEX · AUM $8.1B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — JMUB

540

Institutional Holders

+8 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

282

Increased

142

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (573 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	12,119,839	$576M	-728,623	-5.7%	12Q	SEC ↗
2	LPL Financial LLC	6,772,836	$322M	+567,567	+9.1%	26Q	SEC ↗
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	5,262,506	$250M	+492,873	+10.3%	15Q	SEC ↗
4	Meeder Advisory Services, Inc.	4,389,856	$209M	+127,477	+3.0%	6Q	SEC ↗
5	Cetera Investment Advisers	4,089,282	$194M	+453,838	+12.5%	10Q	SEC ↗
6	AMERIPRISE FINANCIAL INC	3,257,514	$155M	+383,048	+13.3%	9Q	SEC ↗
7	JONES FINANCIAL COMPANIES LLLP	3,124,556	$149M	+1,704,781	+120.1%	9Q	SEC ↗
8	BANK OF AMERICA CORP /DE	2,969,076	$141M	+233,319	+8.5%	13Q	SEC ↗
9	WEALTH ENHANCEMENT ADVISORY SERVICES,	2,629,605	$125M	+361,372	+15.9%	13Q	SEC ↗
10	ENVESTNET ASSET MANAGEMENT INC	2,186,706	$104M	+273,394	+14.3%	18Q	SEC ↗
11	RAYMOND JAMES FINANCIAL INC	1,788,903	$85M	+50,360	+2.9%	7Q	SEC ↗
12	CAPTRUST FINANCIAL ADVISORS	1,512,748	$72M	+230,739	+18.0%	5Q	SEC ↗
13	1900 WEALTH MANAGEMENT LLC	1,350,673	$64M	-55,156	-3.9%	11Q	SEC ↗
14	Avantax Planning Partners, Inc.	1,335,459	$63M	+94,295	+7.6%	18Q	SEC ↗
15	MORGAN STANLEY	1,257,661	$60M	+92,404	+7.9%	7Q	SEC ↗
16	Forvis Mazars Wealth Advisors, LLC	1,255,802	$60M	-12,830	-1.0%	14Q	SEC ↗
17	Dynasty Wealth Management, LLC	1,146,449	$55M	+349,188	+43.8%	4Q	SEC ↗
18	OSAIC HOLDINGS, INC.	1,076,926	$51M	+100,247	+10.3%	26Q	SEC ↗
19	Integrated Wealth Concepts LLC	1,035,056	$49M	+30,819	+3.1%	23Q	SEC ↗
20	Rockefeller Capital Management L.P.	993,028	$47M	+114,924	+13.1%	12Q	SEC ↗
21	Asio Capital, LLC	965,274	$46M	+47,135	+5.1%	14Q	SEC ↗
22	Orion Porfolio Solutions, LLC	873,906	$42M	-2,829	-0.3%	6Q	SEC ↗
23	G2 CAPITAL MANAGEMENT, LLC / OH	810,353	$39M	+12,430	+1.6%	11Q	SEC ↗
24	CENTRAL TRUST Co	793,283	$38M	+17,946	+2.3%	25Q	SEC ↗
25	Equitable Holdings, Inc.	748,040	$36M	+13,376	+1.8%	9Q	SEC ↗
26	COLLECTIVE FAMILY OFFICE LLC	728,056	$35M	+5,631	+0.8%	14Q	SEC ↗
27	MML INVESTORS SERVICES, LLC	724,122	$34M	+160,031	+28.4%	27Q	SEC ↗
28	TIAA Wealth Investment Management LLC	688,121	$33M	+63,094	+10.1%	2Q	SEC ↗
29	AllGen Financial Advisors, Inc.	664,690	$32M	+431,905	+185.5%	16Q	SEC ↗
30	Tortoise Investment Management, LLC	664,214	$32M	+73,075	+12.4%	5Q	SEC ↗
31	MAI Capital Management	655,314	$31M	+1,675	+0.3%	3Q	SEC ↗
32	BAILARD, INC.	653,474	$31M	-26,620	-3.9%	7Q	SEC ↗
33	OpenArc Corporate Advisory, LLC	651,078	$31M	+169,499	+35.2%	3Q	SEC ↗
34	HighTower Advisors, LLC	648,294	$31M	-176,249	-21.4%	24Q	SEC ↗
35	ASSETMARK, INC	641,928	$31M	+22,831	+3.7%	10Q	SEC ↗
36	CWM, LLC	632,187	$30M	+117,110	+22.7%	9Q	SEC ↗
37	Corient Private Wealth LP	599,909	$29M	-76,380	-11.3%	4Q	SEC ↗
38	ABLE Financial Group, LLC	582,550	$28M	+91,102	+18.5%	5Q	SEC ↗
39	COMMONWEALTH EQUITY SERVICES, LLC	551,894	$26M	+66,698	+13.7%	17Q	SEC ↗
40	Larson Financial Group LLC	537,668	$26M	+58,533	+12.2%	9Q	SEC ↗
41	Lebenthal Global Advisors, LLC	520,742	$25M	+141,861	+37.4%	4Q	SEC ↗
42	MATHER GROUP, LLC.	516,975	$25M	+41,722	+8.8%	8Q	SEC ↗
43	Avidian Wealth Enterprises, LLC	504,030	$24M	+27,356	+5.7%	6Q	SEC ↗
44	Clearwater Capital Advisors, LLC	500,367	$24M	+19,938	+4.2%	11Q	SEC ↗
45	Syntegra Private Wealth Group, LLC	484,965	$23M	+267,411	+122.9%	10Q	SEC ↗
46	TRUIST FINANCIAL CORP	475,402	$23M	+42,430	+9.8%	27Q	SEC ↗
47	Amplius Wealth Advisors, LLC	470,566	$22M	+85,964	+22.4%	6Q	SEC ↗
48	Bridgewater Advisors Inc.	444,537	$21M	-135,627	-23.4%	5Q	SEC ↗
49	Smith & Howard Wealth Management, LLC	432,992	$21M	-15,935	-3.5%	12Q	SEC ↗
50	WELLS FARGO & COMPANY/MN	426,082	$20M	-8,151	-1.9%	16Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Cardinal Strategic Wealth Guidance	337,742	$16M
ARQ WEALTH ADVISORS, LLC	336,222	$16M
AXXCESS WEALTH MANAGEMENT, LLC	126,012	$6M
Copper Harbor Investment Advisors,	76,623	$4M
Leslie Global Wealth, LLC	62,642	$3M
Colter Lewis Investment Partners LL	60,000	$3M
MCCARTER PRIVATE WEALTH SERVICES LL	59,253	$3M
Quantinno Capital Management LP	39,765	$2M
Elequin Capital, LP	36,929	$2M
J.W. COLE ADVISORS, INC.	35,414	$2M
Talisman Wealth Advisors LLC	29,145	$1M
Diversify Advisory Services, LLC	27,931	$1M
C2P Capital Advisory Group, LLC d.b	24,439	$1M
Allied Private Wealth LLC	23,426	$1M
PREVAIL INNOVATIVE WEALTH ADVISORS,	20,546	$977K
King Wealth Management Group	20,528	$976K
CAMBIENT FAMILY OFFICE, LLC	20,175	$959K
IMA Advisory Services, Inc.	15,638	$743K
Aurdan Capital Management, LLC	11,112	$528K
Clear Point Advisors Inc.	10,677	$508K

Sold Out (20)

Holder	Prev Shares	Prev Value
VICUS CAPITAL	81,712	$4M
OLD MISSION CAPITAL LLC	75,159	$4M
StoneX Group Inc.	74,277	$4M
Independent Advisor Alliance	68,594	$3M
American Trust	48,723	$2M
Ascentis Independent Advisors	45,486	$2M
Mills Wealth Advisors LLC	42,956	$2M
LAVELLE CAPITAL LP	40,339	$2M
49 WEALTH MANAGEMENT, LLC	36,888	$2M
OPAL CAPITAL LLC	35,645	$2M
Berger Financial Group, Inc	26,840	$1M
Tenzing Financial LLC	17,210	$818K
Facet Wealth, Inc.	12,830	$610K
TIAA TRUST, NATIONAL ASSOCIATION	11,312	$538K
BOYUM WEALTH ARCHITECTS LLC	10,968	$521K
WBH ADVISORY INC	10,912	$519K
Bay Colony Advisory Group, Inc d/b/	9,348	$444K
LeClair Wealth Partners LLC	9,301	$442K
Concorde Asset Management, LLC	8,334	$396K
HRT FINANCIAL LP	7,177	$341K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JONES FINANCIAL COMPANIES LLLP	+1,704,781	+120.1%	3,124,556
LPL Financial LLC	+567,567	+9.1%	6,772,836
NORTHWESTERN MUTUAL WEALTH MANAGEME	+492,873	+10.3%	5,262,506
Cetera Investment Advisers	+453,838	+12.5%	4,089,282
AllGen Financial Advisors, Inc.	+431,905	+185.5%	664,690
Beacon Pointe Advisors, LLC	+389,618	+3435.8%	400,958
AMERIPRISE FINANCIAL INC	+383,048	+13.3%	3,257,514
WEALTH ENHANCEMENT ADVISORY SERVICE	+361,372	+15.9%	2,629,605
Dynasty Wealth Management, LLC	+349,188	+43.8%	1,146,449
ENVESTNET ASSET MANAGEMENT INC	+273,394	+14.3%	2,186,706
Syntegra Private Wealth Group, LLC	+267,411	+122.9%	484,965
BANK OF AMERICA CORP /DE	+233,319	+8.5%	2,969,076
CAPTRUST FINANCIAL ADVISORS	+230,739	+18.0%	1,512,748
RENAISSANCE TECHNOLOGIES LLC	+196,287	+686.3%	224,887
Vise Technologies, Inc.	+181,412	+611.1%	211,096
OpenArc Corporate Advisory, LLC	+169,499	+35.2%	651,078
MML INVESTORS SERVICES, LLC	+160,031	+28.4%	724,122
Modern Wealth Management, LLC	+142,335	+119.0%	261,910
Lebenthal Global Advisors, LLC	+141,861	+37.4%	520,742
Meeder Advisory Services, Inc.	+127,477	+3.0%	4,389,856

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JPMORGAN CHASE & CO	-728,623	-5.7%	12,119,839
JANE STREET GROUP, LLC	-545,144	-83.0%	111,283
Allworth Financial LP	-253,724	-98.3%	4,453
GOLDMAN SACHS GROUP INC	-223,860	-98.2%	4,094
HighTower Advisors, LLC	-176,249	-21.4%	648,294
Bridgewater Advisors Inc.	-135,627	-23.4%	444,537
Nolet Wealth Management, LLC	-122,487	-26.1%	346,476
Farther Finance Advisors, LLC	-94,558	-75.1%	31,376
Corient Private Wealth LP	-76,380	-11.3%	599,909
LWM Advisory Services, LLC	-73,837	-86.5%	11,516
BlueStem Wealth Partners, LLC	-66,429	-20.5%	257,354
Sequoia Financial Advisors, LLC	-64,663	-31.0%	144,042
1900 WEALTH MANAGEMENT LLC	-55,156	-3.9%	1,350,673
Cerity Partners LLC	-46,611	-85.6%	7,868
Tower Research Capital LLC (TRC)	-42,962	-92.8%	3,317
WealthCare Investment Partners, LLC	-37,350	-33.8%	72,994
Private Advisor Group, LLC	-27,759	-13.4%	179,784
Hartford Financial Management Inc.	-27,302	-9.6%	257,179
BAILARD, INC.	-26,620	-3.9%	653,474
5T Wealth, LLC	-26,094	-43.5%	33,934

JMUB Institutional Ownership

Institutional Ownership — JMUB

Ownership Trends

Top Institutional Holders (573 total)

Recent Activity

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