JMTG — Institutional owners (13F)

179 filers · $6.2B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
JPMORGAN CHASE & CO $2,424,412,526 47,687,106 38.87% Shares
BANK OF AMERICA CORP /DE/ $739,710,690 14,595,712 11.86% Shares
NorthRock Partners, LLC $409,624,774 8,082,572 6.57% Shares
LPL Financial LLC $237,261,027 4,681,551 3.80% Shares
M&T Bank Corp $229,068,791 4,519,915 3.67% Shares
MORGAN STANLEY $222,039,056 4,381,196 3.56% Shares
Hamilton Capital, LLC $194,876,083 3,845,227 3.12% Shares
AMERIPRISE FINANCIAL INC $177,497,933 3,503,450 2.85% Shares
Acropolis Investment Management, LLC $105,487,253 2,081,437 1.69% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $98,681,439 1,960,299 1.58% Shares
JOHNSON INVESTMENT COUNSEL INC $79,834,207 1,575,261 1.28% Shares
BAILARD, INC. $76,623,802 1,511,914 1.23% Shares
Avalon Trust Co $68,108,298 1,343,889 1.09% Shares
O'Brien Wealth Partners LLC $49,322,648 965,974 0.79% Shares
HSBC HOLDINGS PLC $49,055,614 967,948 0.79% Shares
BlueStem Wealth Partners, LLC $48,538,154 957,738 0.78% Shares
Wright Fund Managment, LLC $45,949,878 900,978 0.74% Shares
First National Trust Co $45,394,937 895,717 0.73% Shares
OneDigital Investment Advisors LLC $44,969,916 887,331 0.72% Shares
Bill Few Associates, Inc. $43,378,256 855,925 0.70% Shares
Kestra Advisory Services, LLC $41,829,006 825,355 0.67% Shares
Goelzer Investment Management, Inc. $40,946,428 807,941 0.66% Shares
CAPTRUST FINANCIAL ADVISORS $40,761,593 804,293 0.65% Shares
Tortoise Investment Management, LLC $35,729,757 705,007 0.57% Shares
Focus Partners Wealth $34,858,502 687,816 0.56% Shares
Curi Capital, LLC $34,477,951 680,307 0.55% Shares
RAYMOND JAMES FINANCIAL INC $33,632,715 663,629 0.54% Shares
ENVESTNET ASSET MANAGEMENT INC $33,488,692 660,787 0.54% Shares
WELLS FARGO & COMPANY/MN $32,380,241 638,916 0.52% Shares
FIRST NATIONAL BANK SIOUX FALLS $31,245,852 611,824 0.50% Shares
Sanctuary Advisors, LLC $30,244,261 596,769 0.48% Shares
Diversified Portfolios, Inc. $29,955,448 591,070 0.48% Shares
FARMERS TRUST CO $24,938,134 488,983 0.40% Shares
CABOT WEALTH MANAGEMENT INC $24,372,063 480,901 0.39% Shares
Brueske Advisory Services, LLC $23,986,717 470,328 0.38% Shares
Abacus Planning Group, Inc. $19,436,752 383,519 0.31% Shares
Bank of New York Mellon Corp $19,035,437 375,601 0.31% Shares
Choice Wealth Advisors LLC $17,091,377 337,241 0.27% Shares
MERCER GLOBAL ADVISORS INC /ADV $15,519,588 306,227 0.25% Shares
HighPoint Advisor Group LLC $15,303,554 301,964 0.25% Shares
JONES FINANCIAL COMPANIES LLLP $14,578,376 287,146 0.23% Shares
TrustBank $13,192,308 260,306 0.21% Shares
STIFEL FINANCIAL CORP $12,439,902 245,462 0.20% Shares
Modern Wealth Management, LLC $11,939,310 235,582 0.19% Shares
SSI INVESTMENT MANAGEMENT LLC $11,734,143 231,534 0.19% Shares
GOLDMAN SACHS GROUP INC $10,512,046 207,420 0.17% Shares
BANK OF MONTREAL /CAN/ $9,564,329 188,720 0.15% Shares
Envestnet Portfolio Solutions, Inc. $8,655,213 170,782 0.14% Shares
Beverly Hills Private Wealth, LLC $8,455,437 166,840 0.14% Shares
INVENIO WEALTH PARTNERS LLC $8,394,889 165,645 0.13% Shares
JANE STREET GROUP, LLC $8,129,021 160,399 0.13% Shares
Cetera Investment Advisers $7,510,263 148,190 0.12% Shares
Equitable Holdings, Inc. $7,170,715 141,490 0.11% Shares
Integrated Wealth Concepts LLC $5,883,577 116,093 0.09% Shares
Wealth Enhancement Trust Services, Inc. $5,335,660 105,281 0.09% Shares
OSAIC HOLDINGS, INC. $5,178,096 102,173 0.08% Shares
Galvin, Gaustad & Stein, LLC $4,895,889 96,604 0.08% Shares
Central Pacific Bank - Trust Division $4,818,148 95,070 0.08% Shares
Cornerstone Wealth Management, LLC $4,420,216 87,218 0.07% Shares
UBS Group AG $4,405,055 86,919 0.07% Shares
BREAKTHRU ADVISORY SERVICES, LLC $4,266,396 84,183 0.07% Shares
FinArc Investments, Inc. $4,224,415 83,354 0.07% Shares
H D Vest Advisory Services $4,218,570 84,052 0.07% Shares
Private Advisor Group, LLC $4,104,869 80,996 0.07% Shares
HighTower Advisors, LLC $3,495,735 68,977 0.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,348,330 66,068 0.05% Shares
Allen Capital Group, LLC $3,233,789 63,808 0.05% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $3,221,880 63,573 0.05% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,104,504 61,257 0.05% Shares
UMB Bank, n.a. $3,100,805 61,184 0.05% Shares
ESL Trust Services, LLC $2,943,797 58,086 0.05% Shares
Vestmark Advisory Solutions, Inc. $2,920,080 57,618 0.05% Shares
Avise Financial Cooperative, Inc. $2,769,454 54,646 0.04% Shares
CHOREO, LLC $2,551,718 50,350 0.04% Shares
Perennial Advisors, LLC $2,244,618 44,290 0.04% Shares
CITADEL ADVISORS LLC $2,236,914 44,138 0.04% Shares
TRUIST FINANCIAL CORP $2,207,064 43,549 0.04% Shares
NewEdge Advisors, LLC $2,192,321 43,258 0.04% Shares
Independence Bank of Kentucky $2,121,313 41,857 0.03% Shares
CITIZENS FINANCIAL GROUP INC/RI $2,094,371 41,325 0.03% Shares
FIRST NATIONAL BANK OF OMAHA $1,896,445 37,420 0.03% Shares
Western Wealth Management, LLC $1,717,600 33,891 0.03% Shares
Hudson Portfolio Management LLC $1,617,959 31,925 0.03% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $1,605,022 31,670 0.03% Shares
DAVENPORT & Co LLC $1,600,880 31,588 0.03% Shares
Global Retirement Partners, LLC $1,590,652 31,386 0.03% Shares
Dorsey & Whitney Trust CO LLC $1,440,123 28,416 0.02% Shares
RFG Advisory, LLC $1,427,706 28,171 0.02% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,302,172 25,694 0.02% Shares
CDKV HOLDINGS LLC $1,149,100 22,674 0.02% Shares
Advisory Services Network, LLC $1,145,518 22,603 0.02% Shares
Beacon Pointe Advisors, LLC $1,061,512 20,945 0.02% Shares
Sigma Planning Corp $1,058,660 20,889 0.02% Shares
PFG Advisors $1,056,660 20,850 0.02% Shares
SCHMIDT P J INVESTMENT MANAGEMENT INC $1,007,201 19,874 0.02% Shares
Atria Investments, Inc $926,911 18,289 0.01% Shares
J. W. Coons Advisors, LLC $871,041 17,355 0.01% Shares
Mariner, LLC $862,363 17,016 0.01% Shares
Creative Planning $822,215 16,224 0.01% Shares
HB Wealth Management, LLC $786,949 15,527 0.01% Shares
ROYAL BANK OF CANADA $771,000 15,216 0.01% Shares
YARGER WEALTH STRATEGIES, LLC $750,297 14,905 0.01% Shares
Vise Technologies, Inc. $740,160 14,605 0.01% Shares
OLD MISSION CAPITAL LLC $695,887 13,731 0.01% Shares
Concurrent Investment Advisors, LLC $687,407 13,563 0.01% Shares
AAF Wealth Management, LLC $664,940 13,120 0.01% Shares
Centurion Wealth Management LLC $620,779 12,249 0.01% Shares
MML INVESTORS SERVICES, LLC $616,423 12,163 0.01% Shares
Cadence Wealth Management LLC $591,544 11,672 0.01% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $523,358 10,326 0.01% Shares
Atria Wealth Solutions, Inc. $495,339 9,869 0.01% Shares
D.A. DAVIDSON & CO. $470,614 9,286 0.01% Shares
US BANCORP \DE\ $468,283 9,240 0.01% Shares
FIFTH THIRD BANCORP $437,792 8,638 0.01% Shares
Founders Financial Alliance, LLC $429,393 8,473 0.01% Shares
Steward Partners Investment Advisory, LLC $423,735 8,361 0.01% Shares
MassMutual Private Wealth & Trust, FSB $418,363 8,255 0.01% Shares
COMERICA BANK $380,142 7,445 0.01% Shares
Midwest Trust Co $373,714 7,374 0.01% Shares
GRIES FINANCIAL LLC $371,178 7,278 0.01% Shares
AE Wealth Management LLC $363,600 7,174 0.01% Shares
Johnson Financial Group, Inc. $341,534 6,739 0.01% Shares
First Commonwealth Financial Corp /PA/ $326,278 6,438 0.01% Shares
Summit Trail Advisors, LLC $322,098 6,356 0.01% Shares
BlackRock, Inc. $297,264 5,866 0.00% Shares
Good Life Advisors, LLC $278,703 5,553 0.00% Shares
FMR LLC $245,083 4,836 0.00% Shares
Stratos Wealth Partners, LTD. $235,345 4,643 0.00% Shares
Koshinski Asset Management, Inc. $231,209 4,562 0.00% Shares
Arkadios Wealth Advisors $211,202 4,168 0.00% Shares
Medallion Wealth Advisors, LLC $208,578 3,419 0.00% Shares
Savant Capital, LLC $205,736 4,060 0.00% Shares
Arax Advisory Partners $167,092 3,297 0.00% Shares
Rockefeller Capital Management L.P. $115,685 2,282 0.00% Shares
Guerra Advisors Inc $108,987 2,137 0.00% Shares
PNC Financial Services Group, Inc. $103,438 2,041 0.00% Shares
IFG Advisory, LLC $94,112 1,857 0.00% Shares
Wilmington Savings Fund Society, FSB $91,680 1,809 0.00% Shares
CIBC Private Wealth Group LLC $88,179 1,729 0.00% Shares
ALERUS FINANCIAL NA $77,236 1,524 0.00% Shares
Waverly Advisors, LLC $73,131 1,443 0.00% Shares
Ashton Thomas Private Wealth, LLC $66,999 1,322 0.00% Shares
EVOLUTION WEALTH MANAGEMENT INC. $50,275 992 0.00% Shares
Cambridge Investment Research Advisors, Inc. $45,362 895,067 0.00% Shares
PRIVATE TRUST CO NA $43,940 867 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $40,608 801 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $38,162 753 0.00% Shares
NBT BANK, N.A. $37,503 740 0.00% Shares
BFSG, LLC $35,933 709 0.00% Shares
CoreCap Advisors, LLC $34,513 681 0.00% Shares
Signature Resources Capital Management, LLC $33,918 669 0.00% Shares
MATHER GROUP, LLC. $32,537 642 0.00% Shares
Vanguard National Trust Co $32,283 637 0.00% Shares
HUNTINGTON NATIONAL BANK $29,952 591 0.00% Shares
LRI Investments, LLC $29,952 591 0.00% Shares
Financial Perspectives, Inc $23,969 473 0.00% Shares
LANARK FINANCIAL, INC. $22,892 451 0.00% Shares
HARBOUR INVESTMENTS, INC. $22,516 444 0.00% Shares
ASSETMARK, INC $17,231 340 0.00% Shares
Aventura Private Wealth, LLC $17,216 340 0.00% Shares
YANKCOM Partnership $15,407 304 0.00% Shares
Triumph Capital Management $15,407 304 0.00% Shares
COUNTRY TRUST BANK $14,697 290 0.00% Shares
Investors Research Corp $13,617 267 0.00% Shares
TRUST CO OF VERMONT $12,163 240 0.00% Shares
FRANKLIN RESOURCES INC $10,035 198 0.00% Shares
Allworth Financial LP $8,220 162 0.00% Shares
Copia Wealth Management $7,906 156 0.00% Shares
RICHARDSON FINANCIAL SERVICES INC. $5,372 106 0.00% Shares
CWM, LLC $4,458 87 0.00% Shares
Janney Montgomery Scott LLC $2,996 59,108 0.00% Shares
Strategic Wealth Partners, Ltd. $2,423 48 0.00% Shares
CALDWELL SUTTER CAPITAL, INC. $1,977 39 0.00% Shares
1620 INVESTMENT ADVISORS, INC. $1,115 22 0.00% Shares
Rossby Financial, LCC $710 14 0.00% Shares
VIMA LLC $507 10 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $316 6 0.00% Shares
Private Wealth Asset Management, LLC $152 3 0.00% Shares
Capital Analysts, LLC $24 466 0.00% Shares