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Institutions Holding JIRE (339 holders)

339 institutions currently hold JIRE, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
JPMORGAN CHASE & CO$4.2B0.27%
LPL Financial LLC$487.7M0.13%
FMR LLC$267.2M0.01%
ENVESTNET ASSET MANAGEMENT INC$234.9M0.06%
EASTERN BANK$154.0M2.64%
CWM, LLC$144.9M0.38%
COMMONWEALTH EQUITY SERVICES, LLC$135.3M0.19%
MML INVESTORS SERVICES, LLC$130.9M0.36%
FACTORY MUTUAL INSURANCE CO$126.6M1.42%
RAYMOND JAMES FINANCIAL INC$122.3M0.04%
Janney Montgomery Scott LLC$112.4M0.28%
ASSETMARK, INC$112.2M0.23%
Dynasty Wealth Management, LLC$110.3M0.96%
Cetera Investment Advisers$97.1M0.10%
Bogart Wealth, LLC$92.3M3.56%
Vestmark Advisory Solutions, Inc.$92.1M1.02%
SAGESPRING WEALTH PARTNERS, LLC$84.0M1.53%
JANE STREET GROUP, LLC$79.5M0.01%
Private Advisor Group, LLC$72.0M0.34%
Invesco Ltd.$69.5M0.01%
Conservest Capital Advisors, Inc.$69.4M6.29%
Hughes Financial Services, LLC$64.7M9.94%
GREAT VALLEY ADVISOR GROUP, INC.$61.6M1.12%
New England Professional Planning Group Inc.$58.9M24.62%
Richard P Slaughter Associates Inc$58.5M12.65%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$54.1M0.79%
OSAIC HOLDINGS, INC.$52.4M0.08%
Pure Financial Advisors, LLC$49.5M0.71%
JONES FINANCIAL COMPANIES LLLP$45.3M0.02%
AMERIPRISE FINANCIAL INC$43.3M0.01%
HighPoint Advisor Group LLC$42.1M1.76%
FIRST FINANCIAL BANK - TRUST DIVISION$37.9M3.05%
Cambridge Investment Research Advisors, Inc.$37.9M0.10%
KELLY FINANCIAL GROUP LLC$37.6M9.46%
DAYMARK WEALTH PARTNERS, LLC$37.1M1.17%
Modern Wealth Management, LLC$36.1M0.62%
CUTLER INVESTMENT COUNSEL LLC$35.4M3.65%
LEVEL FOUR ADVISORY SERVICES, LLC$35.0M1.15%
National Philanthropic Trust$31.1M0.33%
Pallas Capital Advisors LLC$29.8M1.12%
Francis Financial, Inc.$29.6M5.49%
Elk River Wealth Management LLC$28.2M4.68%
WealthPlan Investment Management, LLC$27.6M1.54%
EdgeRock Capital LLC$27.5M7.43%
CITADEL ADVISORS LLC$25.7M0.00%
Madison Asset Management, LLC$25.4M0.31%
Kendall Capital Management$25.4M5.20%
Integrated Wealth Concepts LLC$25.2M0.20%
VESTOR CAPITAL, LLC$24.7M1.79%
Capital Planning Advisors, LLC$24.6M3.56%
SAX WEALTH ADVISORS, LLC$24.2M1.17%
GRIMES & Co WEALTH MANAGEMENT, LLC$23.3M0.65%
MORGAN STANLEY$23.3M0.00%
Thrivent Financial for Lutherans$23.0M0.04%
Choice Wealth Advisors LLC$22.9M9.00%
ROYAL BANK OF CANADA$22.5M0.00%
Rockefeller Capital Management L.P.$22.4M0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22.2M0.01%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21.7M0.00%
Tradition Wealth Management, LLC$21.0M1.49%
Family Investment Center, Inc.$20.8M4.00%
Leo Wealth, LLC$19.9M1.45%
EP Wealth Advisors, LLC$19.7M0.10%
Badgley Phelps Wealth Managers, LLC$19.5M0.39%
WELLS FARGO & COMPANY/MN$17.9M0.00%
Navigation Group, LLC$16.7M3.91%
Mascoma Wealth Management LLC$16.2M3.35%
Equitable Holdings, Inc.$14.3M0.09%
PARK AVENUE SECURITIES LLC$13.2M0.10%
BANK OF AMERICA CORP /DE/$12.8M0.00%
Bryant Woods Investment Advisors, LLC$11.4M4.20%
SMITHBRIDGE ASSET MANAGEMENT INC/DE$11.1M1.65%
UNIQUE WEALTH, LLC$10.8M1.50%
NATIONAL BANK OF CANADA /FI/$9.9M0.01%
GREENWOOD CAPITAL ASSOCIATES LLC$9.9M1.09%
SIMA Wealth Partners, LLC$9.9M7.50%
CAPITOLIS LIQUID GLOBAL MARKETS LLC$9.7M0.06%
Galvin, Gaustad & Stein, LLC$9.7M0.78%
ForthRight Wealth Management, LLC$9.2M2.61%
Perigon Wealth Management, LLC$9.2M0.17%
Providence Financial Advisors, LLC$9.1M5.19%
Wagner Wealth Management, LLC$8.5M1.72%
MN Wealth Advisors, LLC$8.5M4.14%
Arkadios Wealth Advisors$8.4M0.14%
Etesian Wealth Advisors, Inc.$7.6M2.42%
Base Wealth Management LLC$7.3M4.10%
Kaizen Financial Strategies$7.1M2.99%
Centerline Wealth Advisors, LLC$6.7M2.42%
STIFEL FINANCIAL CORP$6.4M0.01%
FULTON BANK, N.A.$6.3M0.22%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.2M0.01%
Ascent Group, LLC$6.0M0.21%
Investors Portfolio Services LLC$6.0M5.53%
BridgePort Financial Solutions, LLC$5.9M1.66%
Garden State Investment Advisory Services LLC$5.6M1.24%
Apella Capital, LLC$5.6M0.08%
Financial Connections Group, Inc.$5.6M1.95%
MAGNOLIA CAPITAL ADVISORS LLC$5.5M1.08%
AXXCESS WEALTH MANAGEMENT, LLC$5.4M0.17%
BELLEVUE ASSET MANAGEMENT, LLC$5.1M2.53%
Lido Advisors, LLC$5.0M0.02%
ARQ WEALTH ADVISORS, LLC$4.9M0.88%
U.S. Capital Wealth Advisors, LLC$4.7M0.12%
IHT Wealth Management, LLC$4.5M0.10%
OpenArc Corporate Advisory, LLC$4.4M0.06%
SCOTIA CAPITAL INC.$4.3M0.02%
Storen Legacy Partners, LLC$3.9M1.23%
HBW ADVISORY SERVICES LLC$3.8M0.40%
SILVER OAK SECURITIES, INCORPORATED$3.6M0.26%
NewEdge Wealth, LLC$3.6M0.04%
Ignite Planners, LLC$3.5M0.54%
Legacy Edge Advisors, LLC$3.5M0.37%
CreativeOne Wealth, LLC$3.4M0.08%
Kingsview Wealth Management, LLC$3.2M0.04%
NATIXIS ADVISORS, LLC$3.0M0.00%
Aspire Capital Advisors LLC$2.9M0.64%
Cooper Financial Group$2.8M0.29%
Merited Wealth, LLC$2.8M2.31%
Gateway Wealth Partners, LLC$2.7M0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC$2.7M0.03%
WBH ADVISORY INC$2.7M0.20%
5T Wealth, LLC$2.7M1.06%
Mutual Advisors, LLC$2.6M0.06%
Purus Wealth Management, LLC$2.6M0.82%
Western Wealth Management, LLC$2.5M0.10%
MassMutual Private Wealth & Trust, FSB$2.5M0.07%
TBH Global Asset Management, LLC$2.5M0.50%
TRUIST FINANCIAL CORP$2.4M0.00%
Sharkey, Howes & Javer$2.4M0.32%
WealthPLAN Partners, LLC$2.4M0.46%
Red Mountain Financial, LLC$2.4M2.23%
PCG Wealth Advisors, LLC$2.4M0.60%
TWIN PEAKS WEALTH ADVISORS, LLC$2.3M0.59%
MGO ONE SEVEN LLC$2.3M0.05%
HB Wealth Management, LLC$2.3M0.01%
MERCER GLOBAL ADVISORS INC /ADV$2.2M0.00%
Ascentis Independent Advisors$2.2M0.17%
Kestra Advisory Services, LLC$2.2M0.01%
Peck Wealth Management, LLC$2.2M2.20%
VALICENTI ADVISORY SERVICES INC$2.1M0.46%
Independence Asset Advisors, LLC$2.1M0.76%
Boyer Financial Services, Inc.$2.1M2.21%
1015 Capital Partners, LLC$2.1M2.01%
Parcion Private Wealth LLC$2.0M0.12%
Belpointe Asset Management LLC$2.0M0.07%
Wayfinding Financial, LLC$1.9M0.84%
Signal Advisors Wealth, LLC$1.9M0.13%
MCDONALD PARTNERS LLC$1.9M0.44%
Elevation Wealth Management LLC$1.8M1.68%
PNC FINANCIAL SERVICES GROUP, INC.$1.8M0.00%