FIDELITY COVINGTON TRUST - FCOM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 4,314,847 | 316,191 | 0.05% | 0.05% | 1 | -35,538 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 2,990,672 | 219,156 | 1.9% | 1.73% | 2 | +284,563 | 10.52% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Added to | 2,065,170 | 146,681 | 0.44% | 0.46% | 3 | +2,882 | 0.14% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,173,277 | 85,977 | 0.05% | 0.06% | 4 | -80,840 | -6.45% | Q4 2025 | Feb 10, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 650,346 | 47,657 | 0.21% | 0.2% | 5 | -4,636 | -0.71% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 460,192 | 33,722 | 0.0% | 0.0% | 6 | +17,976 | 4.06% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 362,496 | 26,563 | 1.99% | 1.89% | 7 | +14,451 | 4.15% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 297,696 | 21,815 | 0.03% | 0.03% | 8 | +1,822 | 0.62% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 246,813 | 18,086 | 0.0% | 0.0% | 9 | +3,854 | 1.59% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 228,884 | 16,772 | 0.03% | 0.03% | 10 | -31,299 | -12.03% | Q4 2025 | Feb 18, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 199,633 | 14,792 | 1.7% | 1.74% | 11 | -165 | -0.08% | Q4 2025 | Feb 03, 2026 |
| Bellwether Advisors, LLC | History | New | 200,355 | 14,682 | 2.34% | — | 12 | +200,355 | New | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 185,029 | 13,558 | 0.01% | 0.01% | 13 | -41 | -0.02% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 183,194 | 13,424 | 0.0% | 0.0% | 14 | +31,808 | 21.01% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 171,439 | 12,562 | 0.01% | 0.01% | 15 | +26,951 | 18.65% | Q4 2025 | Feb 13, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 164,639 | 12,064 | 3.32% | 3.47% | 16 | +4,318 | 2.69% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 163,108 | 11,952 | 0.05% | 0.05% | 17 | +2,926 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Crumly & Associates Inc. | History | Added to | 158,791 | 11,636 | 2.44% | 1.95% | 18 | +33,200 | 26.44% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 135,395 | 9,921 | 0.0% | 0.0% | 19 | -3,433 | -2.47% | Q4 2025 | Feb 18, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 122,722 | 8,993 | 7.11% | — | 20 | +122,722 | New | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 105,853 | 7,770 | 0.01% | 0.01% | 21 | -2,337 | -2.16% | Q4 2025 | Feb 17, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 104,974 | 7,692 | 2.04% | 2.0% | 22 | +188 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 104,850 | 7,683 | 0.17% | 0.02% | 23 | +15,255 | 17.03% | Q4 2025 | Feb 20, 2026 |
| AE Wealth Management LLC | History | Added to | 100,769 | 7,384 | 0.04% | 0.04% | 24 | +6,010 | 6.34% | Q4 2025 | Jan 26, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 97,690 | 7,158 | 3.26% | 2.78% | 25 | +14,820 | 17.88% | Q4 2025 | Jan 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 90,399 | 6,624 | 0.32% | 0.38% | 26 | +1,532 | 1.72% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 82,551 | 6,049 | 0.0% | 0.0% | 27 | +8,761 | 11.87% | Q4 2025 | Feb 17, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 75,859 | 5,558 | 2.56% | 2.55% | 28 | -918 | -1.2% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 75,646 | 5,543 | 0.01% | 0.01% | 29 | +4,042 | 5.64% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 74,672 | 5,471 | 0.0% | 0.0% | 30 | +1,730 | 2.37% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 67,613 | 4,955 | 0.01% | 0.01% | 31 | -6,537 | -8.82% | Q4 2025 | Feb 05, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 58,364 | 4,276 | 1.7% | 1.72% | 32 | -89 | -0.15% | Q4 2025 | Jan 15, 2026 |
| Smith Salley Wealth Management | History | Reduced | 57,943 | 4,246 | 0.21% | 0.21% | 33 | -150 | -0.26% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 53,173 | 3,896 | 0.02% | 0.02% | 34 | +398 | 0.75% | Q4 2025 | Feb 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 52,731 | 3,864 | 0.18% | — | 35 | +52,731 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 51,567 | 3,778 | 0.42% | — | 36 | +51,567 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 49,900 | 3,657 | 0.01% | — | 37 | +49,900 | New | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 40,366 | 2,958 | 0.07% | 0.04% | 38 | +19,165 | 90.4% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 33,490 | 2,454 | 0.0% | 0.0% | 39 | +3,890 | 13.14% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 33,201 | 2,432 | 0.0% | 0.0% | 40 | +7,599 | 29.68% | Q4 2025 | Feb 13, 2026 |
| Alliance Private Wealth, LLC | History | New | 28,324 | 2,100 | 0.73% | — | 41 | +28,324 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,818 | 2,038 | 0.01% | 0.02% | 42 | -4,229 | -13.2% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 25,687 | 1,882 | 0.0% | — | 43 | +25,687 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 25,512 | 1,869 | 0.0% | 0.0% | 44 | -11,542 | -31.15% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,506 | 1,869 | 0.02% | 0.03% | 45 | -6,475 | -20.25% | Q4 2025 | Jan 29, 2026 |
| LYNCH & ASSOCIATES/IN | History | Reduced | 24,627 | 1,804 | 0.34% | 0.34% | 46 | -228 | -0.92% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,610 | 1,803 | 0.0% | 0.0% | 47 | -266 | -1.07% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 24,570 | 1,800 | 0.05% | 0.05% | 48 | -39 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 22,771 | 1,668 | 0.6% | 0.55% | 49 | +2,269 | 11.07% | Q4 2025 | Feb 05, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 22,477 | 1,647 | 0.92% | 0.95% | 50 | -196 | -0.86% | Q4 2025 | Feb 10, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 22,223 | 1,628 | 0.21% | 0.23% | 51 | -945 | -4.08% | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,754 | 1,594 | 0.03% | 0.04% | 52 | +305 | 1.42% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,649 | 1,586 | 0.0% | 0.0% | 53 | +3,567 | 19.73% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,992 | 1,538 | 0.0% | 0.0% | 54 | +7,434 | 54.83% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 20,655 | 1,513 | 0.1% | 0.1% | 55 | -13 | -0.06% | Q4 2025 | Jan 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 20,480 | 1,500 | 0.72% | 0.67% | 56 | +933 | 4.77% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Added to | 19,955 | 1,462 | 0.04% | 0.04% | 57 | +1,083 | 5.74% | Q4 2025 | Feb 02, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 19,680 | 1,442 | 1.26% | 1.43% | 58 | -252 | -1.26% | Q4 2025 | Feb 12, 2026 |
| Maxele Advisors, LLC | History | Added to | 19,220 | 1,408 | 1.14% | 1.17% | 59 | +28 | 0.15% | Q4 2025 | Feb 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 18,766 | 1,375 | 0.13% | 0.1% | 60 | +4,407 | 30.69% | Q4 2025 | Jan 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 18,691 | 1,369 | 0.45% | 0.45% | 61 | +700 | 3.89% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,825 | 1,306 | 0.01% | 0.01% | 62 | +300 | 1.71% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Added to | 17,577 | 1,288 | 0.02% | 0.02% | 63 | +114 | 0.65% | Q4 2025 | Feb 13, 2026 |
| Live Oak Investment Partners | History | Added to | 17,498 | 1,282 | 0.79% | 0.79% | 64 | +785 | 4.7% | Q4 2025 | Jan 29, 2026 |
| EPG Wealth Management LLC | History | Added to | 17,227 | 1,262 | 0.34% | 0.33% | 65 | +333 | 1.97% | Q4 2025 | Jan 28, 2026 |
| Jacobs Equity LLC | History | New | 16,777 | 1,229 | 1.18% | — | 66 | +16,777 | New | Q4 2025 | Feb 19, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 16,747 | 1,227 | 0.08% | 0.05% | 67 | +6,784 | 68.09% | Q4 2025 | Feb 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 16,491 | 1,208 | 0.08% | 0.08% | 68 | -144 | -0.87% | Q4 2025 | Jan 23, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 16,327 | 1,196 | 0.59% | 0.71% | 69 | -3,130 | -16.09% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | New | 15,908 | 1,165 | 0.01% | — | 70 | +15,908 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,790 | 1,083 | 0.04% | 0.04% | 71 | +638 | 4.51% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 14,414 | 1,056 | 0.0% | 0.0% | 72 | +4,449 | 44.65% | Q4 2025 | Feb 17, 2026 |
| RFP Financial Group LLC | History | New | 14,235 | 1,043 | 0.5% | — | 73 | +14,235 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,067 | 1,030 | 0.0% | 0.0% | 74 | -958 | -6.38% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 13,550 | 992 | 0.07% | 0.06% | 75 | -120 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 12,837 | 940 | 0.03% | 0.03% | 76 | +166 | 1.31% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,656 | 927 | 0.01% | 0.01% | 77 | +675 | 5.63% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,436 | 911 | 0.0% | — | 78 | +12,436 | New | Q4 2025 | Feb 17, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 12,153 | 890 | 0.72% | — | 79 | +12,153 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,807 | 867 | 0.0% | 0.0% | 80 | +181 | 1.56% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | Reduced | 11,670 | 855 | 0.0% | 0.0% | 81 | -363 | -3.02% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 11,576 | 848 | 0.03% | 0.03% | 82 | +1,736 | 17.64% | Q4 2025 | Feb 09, 2026 |
| Soltis Investment Advisors LLC | History | No change | 11,538 | 845 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| Mariner, LLC | History | Reduced | 10,842 | 794 | 0.0% | 0.0% | 84 | -192 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,593 | 776 | 0.23% | 0.21% | 85 | +387 | 3.79% | Q4 2025 | Jan 09, 2026 |
| HSBC HOLDINGS PLC | History | No change | 9,218 | 675 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,628 | 632 | 0.09% | 0.08% | 87 | +946 | 12.31% | Q4 2025 | Feb 03, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,554 | 626 | 0.08% | 0.08% | 88 | -239 | -2.72% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,504 | 623 | 0.0% | 0.0% | 89 | -187 | -2.15% | Q4 2025 | Feb 18, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 8,486 | 621 | 0.02% | 0.02% | 90 | +1,184 | 16.21% | Q4 2025 | Feb 13, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 8,136 | 596 | 0.3% | — | 91 | +8,136 | New | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,956 | 583 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 7,805 | 571 | 0.47% | 0.46% | 93 | -135 | -1.7% | Q4 2025 | Jan 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,681 | 562 | 0.05% | 0.05% | 94 | +75 | 0.99% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,156 | 524 | 0.01% | 0.01% | 95 | -26 | -0.36% | Q4 2025 | Jan 22, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 6,945 | 508 | 0.45% | — | 96 | +6,945 | New | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,889 | 504 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Piscataqua Savings Bank | History | New | 6,870 | 503 | 0.35% | — | 98 | +6,870 | New | Q4 2025 | Jan 16, 2026 |
| Smithfield Trust Co | History | Added to | 6,775 | 497 | 0.02% | 0.02% | 99 | +125 | 1.88% | Q4 2025 | Feb 09, 2026 |
| NOVEM GROUP | History | Added to | 6,483 | 475 | 0.05% | 0.04% | 100 | +1,696 | 35.43% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,274 | 459 | 0.01% | 0.01% | 101 | +406 | 6.92% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,142 | 450 | 0.0% | 0.0% | 102 | -4 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Asset One Wealth Management LLC | History | New | 5,681 | 427 | 0.06% | — | 103 | +5,681 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 5,484 | 401 | 0.0% | — | 104 | +5,484 | New | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,316 | 389 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,273 | 386 | 0.0% | 0.0% | 106 | +2,435 | 85.8% | Q4 2025 | Feb 11, 2026 |
| VCI Wealth Management LLC | History | Reduced | 5,165 | 378 | 0.11% | 0.28% | 107 | -7,818 | -60.22% | Q4 2025 | Jan 27, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 5,070 | 371 | 0.03% | 0.03% | 108 | -950 | -15.78% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,990 | 365 | 0.0% | 0.0% | 109 | +184 | 3.83% | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Added to | 4,903 | 359 | 0.23% | 0.18% | 110 | +834 | 20.5% | Q4 2025 | Feb 10, 2026 |
| Williams & Novak, LLC | History | No change | 4,573 | 335 | 0.25% | 0.25% | 111 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,476 | 328 | 0.01% | 0.01% | 112 | -126 | -2.74% | Q4 2025 | Jan 20, 2026 |
| Pathstone Holdings, LLC | History | New | 4,436 | 325 | 0.0% | — | 113 | +4,436 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,431 | 324 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,313 | 316 | 0.0% | 0.0% | 115 | -35 | -0.8% | Q4 2025 | Jan 29, 2026 |
| Blue Fin Capital, Inc. | History | New | 4,290 | 314 | 0.05% | — | 116 | +4,290 | New | Q4 2025 | Jan 23, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,233 | 310 | 0.24% | 0.23% | 117 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,176 | 306 | 0.0% | 0.0% | 119 | -44 | -1.04% | Q4 2025 | Feb 17, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 4,182 | 306 | 0.2% | 0.17% | 118 | +1 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 304 | 0.13% | 0.12% | 120 | -4,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elevated Capital Advisors, LLC | History | Reduced | 4,147 | 303 | 0.07% | 0.09% | 121 | -831 | -16.69% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,105 | 300 | 0.01% | — | 122 | +4,105 | New | Q4 2025 | Jan 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 4,053 | 297 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 4,044 | 296 | 0.05% | — | 124 | +4,044 | New | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,017 | 294 | 0.0% | 0.0% | 125 | -333 | -7.66% | Q4 2025 | Jan 20, 2026 |
| LongView Wealth Management | History | Added to | 3,961 | 292 | 0.07% | 0.07% | 126 | +143 | 3.75% | Q4 2025 | Jan 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 3,936 | 288 | 0.01% | — | 127 | +3,936 | New | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,830 | 280 | 0.0% | 0.01% | 128 | -4,942 | -56.34% | Q4 2025 | Feb 12, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 3,787 | 277 | 0.09% | — | 129 | +3,787 | New | Q4 2025 | Jan 08, 2026 |
| EVOKE WEALTH, LLC | History | New | 3,756 | 275 | 0.01% | — | 130 | +3,756 | New | Q4 2025 | Feb 06, 2026 |
| Capital Square, LLC | History | Added to | 3,753 | 275 | 0.14% | 0.13% | 131 | +201 | 5.66% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,675 | 262 | 0.01% | 0.0% | 132 | +33 | 0.91% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,476 | 254 | 0.0% | 0.0% | 133 | -470 | -11.91% | Q4 2025 | Feb 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | New | 3,420 | 250 | 0.06% | — | 134 | +3,420 | New | Q4 2025 | Feb 06, 2026 |
| SVB WEALTH LLC | History | Added to | 3,347 | 245 | 0.01% | 0.01% | 135 | +2 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Trexquant Investment LP | History | Reduced | 3,224 | 236 | 0.0% | 0.0% | 136 | -337 | -9.46% | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | New | 3,174 | 232 | 0.04% | — | 137 | +3,174 | New | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,121 | 228 | 0.0% | 0.0% | 138 | -690 | -18.11% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,096 | 227 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,110 | 227 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 3,083 | 225 | 0.02% | 0.02% | 141 | +6 | 0.19% | Q4 2025 | Feb 03, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 3,075 | 225 | 0.34% | 0.37% | 142 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,070 | 224 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,013 | 220 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,941 | 215 | 0.0% | 0.0% | 145 | +101 | 3.56% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 2,927 | 214 | 0.01% | 0.01% | 146 | -75 | -2.5% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 2,823 | 206 | 0.0% | 0.0% | 147 | +3 | 0.11% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,778 | 203 | 0.0% | — | 148 | +2,778 | New | Q4 2025 | Feb 17, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 2,766 | 202 | 0.04% | 0.04% | 149 | -424 | -13.29% | Q4 2025 | Feb 11, 2026 |
| HOWE & RUSLING INC | History | New | 2,547 | 186 | 0.01% | — | 150 | +2,547 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,438 | 178 | 0.0% | 0.0% | 151 | -124 | -4.84% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,393 | 175 | 0.0% | — | 152 | +2,393 | New | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,594 | 116 | 0.0% | 0.0% | 153 | +317 | 24.82% | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,558 | 114 | 0.0% | 0.0% | 154 | +3 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,405 | 102 | 0.0% | 0.0% | 155 | +232 | 19.78% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,243 | 91 | 0.0% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,223 | 89 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | New | 1,184 | 86 | 0.0% | — | 158 | +1,184 | New | Q4 2025 | Feb 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,101 | 81 | 0.08% | — | 159 | +1,101 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 772 | 56 | 0.0% | 0.0% | 160 | -71 | -8.42% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 727 | 53 | 0.0% | 0.0% | 161 | +539 | 286.7% | Q4 2025 | Feb 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 662 | 48 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 605 | 44 | 0.0% | 0.0% | 163 | +1 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 571 | 41 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Decker Retirement Planning Inc. | History | No change | 573 | 41 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 557 | 40 | 0.02% | 0.02% | 167 | -67 | -10.74% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 557 | 40 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 546 | 39 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| New Millennium Group LLC | History | Added to | 529 | 38 | 0.02% | 0.02% | 169 | +1 | 0.19% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | No change | 531 | 38 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 513 | 37 | 0.0% | — | 171 | +513 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 502 | 36 | 0.0% | 0.0% | 172 | -10 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | No change | 428 | 31 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 411 | 30 | 0.0% | 0.0% | 174 | -30 | -6.8% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 375 | 27 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 360 | 26 | 0.0% | 0.0% | 176 | +161 | 80.9% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 263 | 19 | 0.0% | 0.0% | 177 | +63 | 31.5% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | New | 257 | 18 | 0.0% | — | 178 | +257 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 228 | 16 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 207 | 15 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bank of New Hampshire | History | New | 204 | 14 | 0.0% | — | 181 | +204 | New | Q4 2025 | Mar 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 166 | 12 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Valued Wealth Advisors LLC | History | No change | 167 | 12 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 163 | 11 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | No change | 162 | 11 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 151 | 11 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 192 | 10 | 0.0% | — | 187 | +192 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Copia Wealth Management | History | No change | 125 | 9 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 122 | 8 | 0.0% | 0.0% | 191 | +68 | 125.93% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | No change | 109 | 8 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 97 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 70 | 5 | 0.0% | — | 198 | +70 | New | Q4 2025 | Feb 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Independence Bank of Kentucky | History | No change | 70 | 5 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 69 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WPG Advisers, LLC | History | No change | 79 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 43 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 54 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SouthState Bank Corp | History | New | 36 | 2 | 0.0% | — | 203 | +36 | New | Q4 2025 | Feb 11, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 36 | 2 | 0.0% | — | 204 | +36 | New | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | No change | 36 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 18 | 1 | 0.0% | 0.0% | 205 | -319 | -94.66% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,283 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,448 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,230 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,228 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -597 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -578 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 24, 2025 |
| SIGNATUREFD, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |