FIDELITY COVINGTON TRUST - FBCG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 18,629,104 | 1,157,053 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,909,063 | 545,501 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 7,054,864 | 438,177 | 3.26% | 3.26% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,514,169 | 342,485 | 5.26% | 5.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,910,411 | 180,765 | 0.23% | 0.23% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,859,109 | 177,579 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,906,730 | 118,427 | 0.57% | 0.57% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,817,581 | 112,890 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,653,412 | 102,693 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,617,479 | 100,461 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GR FINANCIAL GROUP, LLC | History | No change | 1,598,116 | 99,258 | 13.49% | 13.49% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,566,892 | 97,319 | 0.82% | 0.82% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,297,797 | 80,606 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Storgate, LLC | History | No change | 1,274,528 | 79,160 | 16.42% | 16.42% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,253,451 | 77,851 | 0.16% | 0.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,244,016 | 77,266 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 1,060,308 | 67,022 | 15.76% | 15.77% | 17 | +5,791 | 0.55% | Q3 2026 | Oct 07, 2026 |
| Portfolio Strategies, Inc. | History | No change | 839,835 | 66,462 | 6.52% | 6.52% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 934,434 | 58,037 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 859,302 | 53,371 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 844,821 | 52,471 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 709,073 | 44,040 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 702,907 | 43,657 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 633,474 | 39,345 | 0.61% | 0.61% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sowa Financial Group, Inc. | History | No change | 632,394 | 39,278 | 18.31% | 18.31% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 578,034 | 35,902 | 0.83% | 0.83% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 553,610 | 34,384 | 1.64% | 1.64% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 526,304 | 32,688 | 2.37% | 2.37% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 467,976 | 29,065 | 16.42% | 16.42% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 460,588 | 28,607 | 0.49% | 0.49% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 456,289 | 28,340 | 19.55% | 19.55% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 423,883 | 26,327 | 2.55% | 2.55% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 411,896 | 25,582 | 8.02% | 8.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 399,413 | 24,807 | 2.89% | 2.89% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keenan, LLC | History | No change | 382,839 | 23,778 | 16.8% | 16.8% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BG Investment Services, LLC | History | No change | 360,816 | 22,410 | 16.14% | 16.14% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 337,332 | 20,951 | 0.32% | 0.32% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 331,714 | 20,602 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 328,599 | 20,409 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 339,153 | 20,274 | 4.84% | 4.84% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 331,122 | 19,791 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 302,402 | 18,782 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARWA LLC | History | No change | 292,114 | 17,742 | 7.36% | 7.36% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 282,385 | 17,538 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 280,205 | 17,403 | 3.68% | 3.68% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Align Financial, LLC | History | No change | 278,264 | 17,282 | 8.58% | 8.58% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 274,340 | 17,039 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advantage Trust Co | History | No change | 264,719 | 16,441 | 5.78% | 5.78% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 265,078 | 16,392 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 253,815 | 15,805 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Storen Legacy Partners, LLC | History | No change | 252,319 | 15,671 | 4.27% | 4.27% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 251,678 | 15,631 | 4.9% | 4.9% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLG LLC | History | No change | 230,906 | 14,341 | 3.15% | 3.15% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Salus Financial Advisors, LLC | History | No change | 224,609 | 13,950 | 6.88% | 6.88% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 222,756 | 13,836 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 203,733 | 12,877 | 0.86% | 0.47% | 56 | +86,115 | 73.22% | Q3 2026 | Oct 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 204,020 | 12,671 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 203,998 | 12,670 | 1.56% | 1.56% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 201,662 | 12,525 | 1.23% | 1.23% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 182,511 | 11,335 | 1.0% | 1.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 166,430 | 10,337 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 166,094 | 10,316 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Providence Financial Advisors, LLC | History | No change | 163,362 | 10,146 | 5.77% | 5.77% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keystone Wealth Services, LLC | History | No change | 159,708 | 9,919 | 1.84% | 1.84% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 158,777 | 9,861 | 0.64% | 0.64% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 156,508 | 9,720 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 193,373 | 9,691 | 0.39% | 0.39% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 140,399 | 8,720 | 4.6% | 4.6% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 136,270 | 8,463 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Quarterback LLC | History | No change | 135,983 | 8,445 | 2.61% | 2.61% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BFSG, LLC | History | No change | 130,847 | 8,126 | 0.72% | 0.72% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 120,334 | 7,473 | 0.48% | 0.48% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Broadleaf Partners, LLC | History | No change | 119,988 | 7,452 | 1.44% | 1.44% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 119,635 | 7,430 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 117,242 | 7,281 | 0.69% | 0.69% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 117,234 | 6,935 | 0.67% | 0.67% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 108,971 | 6,768 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dedeker Financial LLC | History | No change | 107,587 | 6,682 | 3.8% | 3.8% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 113,094 | 6,617 | 0.49% | 0.49% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTRAL TRUST Co | History | No change | 106,433 | 6,610 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Essex Financial Services, Inc. | History | No change | 106,179 | 6,594 | 0.33% | 0.33% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 104,977 | 6,520 | 0.31% | 0.31% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 102,227 | 6,349 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 101,407 | 6,298 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MN Wealth Advisors, LLC | History | No change | 100,203 | 6,223 | 2.65% | 2.65% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PKS Advisory Services, LLC | History | No change | 96,674 | 6,004 | 0.96% | 0.96% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 95,420 | 5,926 | 4.15% | 4.15% | 87 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIL Ltd | History | No change | 93,078 | 5,781 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRA Financial Services, LLC | History | No change | 91,023 | 5,653 | 0.65% | 0.65% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 90,216 | 5,603 | 0.46% | 0.46% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 88,860 | 5,519 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bank of New York Mellon Corp | History | No change | 88,033 | 5,467 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 86,836 | 5,393 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 86,476 | 5,371 | 0.27% | 0.27% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 86,452 | 5,369 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roxbury Financial LLC | History | Reduced | 81,989 | 5,182 | 3.98% | 4.03% | 96 | -12 | -0.01% | Q3 2026 | Oct 01, 2026 |
| Holos Integrated Wealth LLC | History | No change | 82,860 | 5,066 | 2.37% | 2.37% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SMART Wealth LLC | History | No change | 79,452 | 4,934 | 1.06% | 1.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 78,989 | 4,906 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 77,694 | 4,825 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 77,651 | 4,822 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 77,234 | 4,797 | 0.27% | 0.27% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 76,699 | 4,763 | 0.63% | 0.63% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 76,635 | 4,759 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 66,191 | 4,111 | 0.19% | 0.19% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Certified Advisory Corp | History | No change | 65,745 | 4,083 | 0.33% | 0.33% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 65,076 | 4,041 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 61,490 | 3,819 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 57,909 | 3,596 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 54,328 | 3,374 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Milestone Investment Advisors LLC | History | No change | 54,110 | 3,360 | 0.73% | 0.73% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwave Capital, LLC | History | No change | 52,145 | 3,238 | 1.79% | 1.79% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | No change | 51,101 | 3,173 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 48,266 | 2,997 | 0.19% | 0.19% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Variant Private Wealth, LLC | History | No change | 47,880 | 2,973 | 3.34% | 3.34% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequent Asset Management, LLC | History | No change | 47,543 | 2,952 | 1.24% | 1.24% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wagner Wealth Management, Corp | History | No change | 44,280 | 2,750 | 2.22% | 2.22% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 43,758 | 2,717 | 1.81% | 1.81% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WCG Wealth Advisors LLC | History | No change | 42,444 | 2,636 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 41,090 | 2,552 | 1.55% | 1.55% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 40,495 | 2,515 | 2.06% | 2.06% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 40,059 | 2,488 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 39,905 | 2,478 | 0.41% | 0.41% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PUREfi Wealth, LLC | History | No change | 37,368 | 2,320 | 1.27% | 1.27% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 36,834 | 2,287 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 35,381 | 2,197 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 35,168 | 2,184 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINTRA WEALTH, LLC | History | No change | 34,303 | 2,169 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 33,161 | 2,059 | 0.49% | 0.49% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allen Capital Group, LLC | History | No change | 32,494 | 2,018 | 0.16% | 0.16% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 31,141 | 1,934 | 0.39% | 0.39% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 30,681 | 1,905 | 0.22% | 0.22% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,808 | 1,789 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 28,398 | 1,763 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| October Effect Ltd | History | No change | 28,220 | 1,752 | 1.65% | 1.65% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Wealth Management, LLC | History | No change | 28,000 | 1,739 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 27,717 | 1,721 | 0.78% | 0.78% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambria Investment Management, L.P. | History | No change | 27,186 | 1,688 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 27,186 | 1,688 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 27,110 | 1,683 | 2.62% | 2.62% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hobart Private Capital, LLC | History | No change | 26,662 | 1,655 | 0.28% | 0.28% | 141 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| High Point Wealth Management, LLC | History | No change | 26,095 | 1,620 | 1.33% | 1.33% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sachetta, LLC | History | No change | 25,532 | 1,585 | 0.77% | 0.77% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,663 | 1,558 | 0.01% | 0.01% | 144 | +1,577 | 6.83% | Q3 2026 | Oct 08, 2026 |
| Traveka Wealth, LLC | History | No change | 24,873 | 1,544 | 0.51% | 0.51% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 23,889 | 1,483 | 0.22% | 0.22% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 23,049 | 1,431 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 22,814 | 1,416 | 0.76% | 0.76% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Worth Asset Management, LLC | History | Reduced | 22,239 | 1,405 | 0.41% | 0.47% | 149 | -1,235 | -5.26% | Q3 2026 | Oct 07, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 21,272 | 1,360 | 0.39% | 0.39% | 150 | +10 | 0.05% | Q3 2026 | Oct 09, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 21,638 | 1,343 | 0.52% | 0.52% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 21,713 | 1,322 | 0.17% | 0.17% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH EFFECTS LLC | History | No change | 21,032 | 1,306 | 0.35% | 0.35% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POM Investment Strategies, LLC | History | No change | 20,716 | 1,286 | 1.46% | 1.46% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Delta Investment Management, LLC | History | No change | 20,268 | 1,258 | 0.21% | 0.21% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 20,001 | 1,242 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 19,806 | 1,230 | 0.74% | 0.74% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,577 | 1,215 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 18,618 | 1,156 | 0.75% | 0.75% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 18,468 | 1,147 | 0.48% | 0.48% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 17,499 | 1,106 | 0.57% | 0.17% | 162 | +12,212 | 230.98% | Q3 2026 | Oct 08, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 17,811 | 1,106 | 0.32% | 0.32% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | No change | 17,413 | 1,081 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 17,214 | 1,071 | 0.38% | 0.38% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,955 | 1,053 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 16,694 | 1,036 | 0.17% | 0.17% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 16,595 | 1,030 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | No change | 16,332 | 1,014 | 0.26% | 0.26% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,714 | 975 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 16,268 | 975 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 15,598 | 968 | 0.14% | 0.14% | 171 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,180 | 942 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 15,016 | 929 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,852 | 922 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,507 | 917 | 0.03% | 0.03% | 175 | +436 | 3.1% | Q3 2026 | Oct 08, 2026 |
| Axis Wealth Partners, LLC | History | No change | 14,516 | 901 | 0.43% | 0.43% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 14,234 | 884 | 2.02% | 2.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 14,178 | 880 | 0.42% | 0.42% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 13,756 | 854 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investmark Advisory Group LLC | History | No change | 13,708 | 851 | 0.32% | 0.32% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Advisory Group, LLC | History | No change | 13,601 | 844 | 0.18% | 0.18% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 13,130 | 816 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | New | 12,579 | 812 | 0.01% | — | 183 | +12,579 | New | Q3 2026 | Oct 08, 2026 |
| Elevation Wealth Management LLC | History | No change | 13,010 | 808 | 0.6% | 0.6% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marathon Wealth Advisors LLC | History | No change | 12,459 | 773 | 0.26% | 0.26% | 185 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 12,022 | 746 | 0.34% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 11,649 | 723 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFG Wealth Management, LLC. | History | No change | 11,647 | 723 | 0.26% | 0.26% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 11,270 | 699 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 11,245 | 698 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 10,567 | 667 | 0.44% | 0.52% | 191 | -1,689 | -13.78% | Q3 2026 | Oct 07, 2026 |
| Prostatis Group LLC | History | No change | 10,492 | 651 | 0.15% | 0.15% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 10,226 | 635 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 10,106 | 627 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIGHTON JONES LLC | History | No change | 9,957 | 618 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 9,916 | 615 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,687 | 601 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 9,620 | 597 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,528 | 591 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,469 | 588 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LJI Wealth Management, LLC | History | No change | 9,095 | 564 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TritonPoint Partners, LLC | History | No change | 8,979 | 557 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 8,832 | 548 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FSA Advisors, Inc. | History | No change | 8,624 | 535 | 0.25% | 0.25% | 204 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,408 | 522 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centennial Advisors, LLC | History | No change | 8,164 | 507 | 0.6% | 0.6% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 8,022 | 498 | 0.21% | 0.21% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,934 | 492 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 7,677 | 476 | 0.26% | 0.26% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | No change | 7,649 | 475 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Midwest Financial Network, LLC | History | No change | 7,593 | 471 | 0.32% | 0.32% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 7,434 | 461 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clarity Asset Management, Inc. | History | No change | 7,133 | 443 | 0.22% | 0.22% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascent Advisors, LLC | History | No change | 7,163 | 443 | 0.51% | 0.51% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 7,109 | 441 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LGT Financial Advisors LLC | History | No change | 6,975 | 433 | 2.29% | 2.29% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 6,938 | 430 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lido Advisors, LLC | History | No change | 6,861 | 426 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 6,862 | 426 | 0.19% | 0.19% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 6,678 | 414 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,650 | 413 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,637 | 412 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asempa Wealth Advisors | History | Reduced | 6,374 | 404 | 0.31% | 0.3% | 223 | -2 | -0.03% | Q3 2026 | Oct 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 6,346 | 394 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,197 | 384 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 5,785 | 365 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,881 | 365 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Corient Private Wealth LP | History | No change | 5,852 | 363 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,838 | 362 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 5,818 | 361 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 5,823 | 361 | 0.31% | 0.31% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,736 | 356 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Mission Investment Co LLC | History | No change | 5,673 | 352 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Base Wealth Management LLC | History | No change | 5,581 | 346 | 0.16% | 0.16% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arcus Capital Partners, LLC | History | No change | 5,531 | 343 | 0.14% | 0.14% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWAN Capital LLC | History | No change | 5,488 | 340 | 0.12% | 0.12% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RCS Financial Planning, LLC | History | No change | 5,265 | 327 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 5,238 | 325 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ballew Advisors, Inc | History | New | 5,064 | 323 | 0.16% | — | 240 | +5,064 | New | Q3 2026 | Oct 05, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 5,212 | 323 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 5,120 | 318 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 5,081 | 315 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Montz Harcus Wealth Management LLC | History | New | 4,907 | 310 | 0.11% | — | 243 | +4,907 | New | Q3 2026 | Oct 09, 2026 |
| Castleview Partners, LLC | History | Reduced | 4,828 | 305 | 0.13% | 0.25% | 244 | -4,420 | -47.79% | Q3 2026 | Oct 09, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 4,839 | 305 | 0.02% | 0.03% | 246 | -970 | -16.7% | Q3 2026 | Oct 01, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,914 | 305 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 4,828 | 299 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 4,712 | 297 | 0.03% | 0.03% | 248 | -14 | -0.3% | Q3 2026 | Oct 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,578 | 284 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiduciary Group, LLC | History | No change | 4,576 | 284 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 4,549 | 282 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,481 | 278 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Commerce Advisors, LLC | History | No change | 4,460 | 277 | 0.15% | 0.15% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boston Partners | History | No change | 4,453 | 276 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baron Wealth Management LLC | History | No change | 4,123 | 256 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 4,113 | 255 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MWA Asset Management | History | No change | 4,055 | 251 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,960 | 245 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | No change | 3,813 | 236 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 3,656 | 227 | 0.18% | 0.18% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NWAM LLC | History | No change | 3,646 | 226 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 3,533 | 219 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,490 | 216 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,461 | 214 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUCCESSION FINANCIAL, INC. | History | No change | 3,386 | 210 | 0.2% | 0.2% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 3,380 | 209 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 3,360 | 208 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 2,795 | 173 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,730 | 169 | 0.13% | 0.13% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,418 | 150 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlatl Advisers LLC | History | No change | 1,990 | 123 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 1,932 | 119 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 1,827 | 113 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 2,322 | 112 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,672 | 103 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | Added to | 1,601 | 101 | 0.02% | 0.01% | 276 | +982 | 158.64% | Q3 2026 | Oct 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,609 | 101 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 93 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,279 | 79 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1,269 | 78 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,250 | 77 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 1,138 | 70 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,000 | 62 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 973 | 60 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 756 | 46 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 730 | 45 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 753 | 44 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 663 | 41 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 633 | 39 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montgomery Financial Services LLC | History | No change | 604 | 37 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 568 | 35 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 534 | 33 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 530 | 32 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 476 | 30 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 416 | 25 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 400 | 24 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 366 | 22 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 329 | 20 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | No change | 329 | 20 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 295 | 18 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |