FIDELITY COVINGTON TRUST - FCOM
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 4,055,773 | 292,056 | 1.37% | 1.2% | 1 | +497,925 | 14.0% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,480,774 | 172,364 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 2,274,435 | 163,782 | 0.42% | 0.37% | 3 | +315,213 | 16.09% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,075,138 | 74,700 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 702,333 | 50,574 | 0.21% | 0.15% | 5 | +143,851 | 25.76% | Q3 2026 | Nov 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 683,957 | 47,521 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 626,072 | 43,499 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 222,930 | 15,489 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 193,054 | 13,901 | 3.49% | 3.34% | 9 | +7,616 | 4.11% | Q3 2026 | Oct 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 177,857 | 12,807 | 0.04% | 0.04% | 10 | +9,138 | 5.42% | Q3 2026 | Nov 02, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 173,114 | 12,466 | 7.82% | 7.56% | 11 | +6,412 | 3.85% | Q3 2026 | Oct 20, 2026 |
| Crumly & Associates Inc. | History | Added to | 169,314 | 12,192 | 2.16% | 1.87% | 12 | +28,464 | 20.21% | Q3 2026 | Oct 07, 2026 |
| LPL Financial LLC | History | No change | 154,723 | 10,750 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 143,517 | 9,972 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 141,467 | 9,829 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 132,744 | 9,558 | 3.61% | 3.2% | 16 | +14,971 | 12.71% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | Added to | 127,784 | 9,201 | 0.0% | 0.0% | 17 | +9,900 | 8.4% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 122,421 | 8,815 | 0.01% | 0.02% | 18 | -116,588 | -48.78% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 120,581 | 8,377 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 107,980 | 7,775 | 1.91% | 1.85% | 20 | +2,258 | 2.14% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 107,823 | 7,491 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100,866 | 7,021 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 87,005 | 6,045 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 73,511 | 5,293 | 1.99% | 2.08% | 24 | +1,683 | 2.34% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 75,269 | 5,229 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 74,708 | 5,190 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | No change | 73,084 | 5,077 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 70,327 | 4,886 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 68,836 | 4,782 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 61,300 | 4,423 | 3.23% | 4.23% | 30 | -28,600 | -31.81% | Q3 2026 | Oct 19, 2026 |
| Smith Salley Wealth Management | History | Reduced | 57,739 | 4,157 | 0.17% | 0.17% | 31 | -17 | -0.03% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 57,021 | 4,106 | 0.01% | 0.01% | 32 | -6,059 | -9.61% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 56,825 | 3,948 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 55,865 | 3,881 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 51,766 | 3,727 | 1.21% | 1.2% | 35 | +70 | 0.14% | Q3 2026 | Oct 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 49,634 | 3,574 | 0.13% | 0.13% | 36 | -67 | -0.13% | Q3 2026 | Oct 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 50,207 | 3,488 | 0.38% | 0.38% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,000 | 3,474 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 36,594 | 2,542 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 34,528 | 2,486 | 0.1% | 0.18% | 40 | -28,219 | -44.97% | Q3 2026 | Oct 23, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 33,065 | 2,381 | 0.07% | 0.06% | 41 | +7,234 | 28.01% | Q3 2026 | Nov 05, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 30,248 | 2,178 | 0.81% | 0.76% | 42 | -1,293 | -4.1% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,965 | 2,151 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 29,700 | 2,063 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 29,199 | 2,028 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 28,984 | 2,013 | 0.83% | 0.83% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 28,789 | 2,000 | 0.64% | 0.64% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 27,654 | 1,991 | 0.28% | 0.33% | 48 | +335 | 1.23% | Q3 2026 | Oct 13, 2026 |
| CX Institutional | History | Added to | 25,458 | 1,833 | 0.05% | 0.05% | 49 | +1,982 | 8.44% | Q3 2026 | Oct 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,206 | 1,789 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 23,801 | 1,713 | 0.16% | 0.13% | 51 | +1,323 | 5.89% | Q3 2026 | Oct 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 24,088 | 1,673 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 22,773 | 1,582 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 21,693 | 1,562 | 0.2% | 0.2% | 54 | -1,923 | -8.14% | Q3 2026 | Oct 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 22,122 | 1,537 | 0.73% | 0.73% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 20,746 | 1,511 | 0.02% | 0.01% | 56 | +13,998 | 207.44% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 20,746 | 1,511 | 0.02% | 0.01% | 57 | +13,998 | 207.44% | Q3 2026 | Oct 20, 2026 |
| Live Oak Investment Partners | History | Reduced | 20,870 | 1,502 | 0.81% | 0.78% | 58 | -19 | -0.09% | Q3 2026 | Oct 23, 2026 |
| MAI Capital Management | History | No change | 21,367 | 1,484 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 21,233 | 1,475 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jacobs Equity LLC | History | No change | 21,058 | 1,463 | 1.01% | 1.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 18,900 | 1,360 | 1.08% | 1.09% | 62 | -36 | -0.19% | Q3 2026 | Nov 03, 2026 |
| Maxele Advisors, LLC | History | No change | 19,226 | 1,335 | 0.93% | 0.93% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 19,174 | 1,332 | 0.4% | 0.4% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 19,000 | 1,320 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 18,083 | 1,302 | 0.3% | 0.29% | 66 | +588 | 3.36% | Q3 2026 | Nov 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 17,388 | 1,252 | 0.04% | 0.03% | 67 | +3,247 | 22.96% | Q3 2026 | Oct 29, 2026 |
| Merit Financial Group, LLC | History | No change | 17,732 | 1,232 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 16,735 | 1,205 | 0.06% | 0.07% | 69 | +62 | 0.37% | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | Added to | 16,518 | 1,189 | 0.0% | 0.0% | 70 | +1,809 | 12.3% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 16,583 | 1,152 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,401 | 1,139 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,299 | 1,138 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOVEM GROUP | History | Added to | 15,751 | 1,134 | 0.11% | 0.1% | 74 | +1,550 | 10.91% | Q3 2026 | Oct 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,693 | 1,130 | 0.01% | 0.02% | 75 | -4,016 | -20.38% | Q3 2026 | Oct 30, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 14,957 | 1,077 | 0.06% | 0.09% | 76 | -6,002 | -28.64% | Q3 2026 | Oct 14, 2026 |
| Summit Financial, LLC | History | No change | 15,398 | 1,069 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 13,055 | 907 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 12,589 | 906 | 0.11% | 0.12% | 79 | -21 | -0.17% | Q3 2026 | Nov 02, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,894 | 895 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 12,727 | 884 | 0.34% | 0.34% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 11,794 | 849 | 0.04% | 0.04% | 82 | +256 | 2.22% | Q3 2026 | Oct 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,018 | 834 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,427 | 750 | 0.03% | 0.0% | 84 | +9,404 | 919.26% | Q3 2026 | Nov 04, 2026 |
| Atlas Brown,Inc. | History | Reduced | 10,197 | 734 | 0.19% | 0.19% | 85 | -133 | -1.29% | Q3 2026 | Oct 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 10,330 | 717 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,136 | 704 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 9,037 | 627 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 8,962 | 622 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,387 | 610 | 0.0% | 0.0% | 90 | -1,554 | -15.63% | Q3 2026 | Oct 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,308 | 598 | 0.03% | 0.01% | 91 | +5,112 | 159.95% | Q3 2026 | Oct 13, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 8,136 | 585 | 0.3% | 0.26% | 92 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Redwood Financial Network Corp | History | Added to | 7,776 | 559 | 0.3% | 0.27% | 93 | +853 | 12.32% | Q3 2026 | Nov 03, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 7,513 | 541 | 0.36% | 0.36% | 94 | -38 | -0.5% | Q3 2026 | Oct 07, 2026 |
| Sigma Planning Corp | History | Reduced | 7,413 | 533 | 0.01% | 0.02% | 95 | -1,430 | -16.17% | Q3 2026 | Oct 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 7,117 | 494 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 6,656 | 479 | 0.01% | 0.02% | 97 | -696 | -9.47% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,871 | 477 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,229 | 474 | 0.03% | 0.04% | 99 | -300 | -3.98% | Q3 2026 | Oct 30, 2026 |
| Lifeworks Advisors, LLC | History | No change | 6,816 | 473 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 6,775 | 469 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 6,241 | 433 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 6,011 | 417 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 5,435 | 391 | 0.15% | 0.14% | 104 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,180 | 359 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 4,862 | 350 | 0.25% | 0.3% | 107 | -1,114 | -18.64% | Q3 2026 | Oct 26, 2026 |
| VCI Wealth Management LLC | History | Reduced | 4,864 | 350 | 0.08% | 0.09% | 106 | -61 | -1.24% | Q3 2026 | Oct 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,821 | 334 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,586 | 330 | 0.01% | 0.01% | 111 | -325 | -6.62% | Q3 2026 | Oct 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,594 | 330 | 0.0% | 0.0% | 110 | -278 | -5.71% | Q3 2026 | Oct 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,750 | 330 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams & Novak Wealth Management, LLC | History | No change | 4,573 | 329 | 0.19% | 0.21% | 112 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Capital Square, LLC | History | Added to | 4,434 | 319 | 0.14% | 0.13% | 113 | +205 | 4.85% | Q3 2026 | Oct 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,465 | 310 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 4,294 | 309 | 0.05% | 0.05% | 115 | +81 | 1.92% | Q3 2026 | Nov 02, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,233 | 304 | 0.14% | 0.16% | 116 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,275 | 297 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 4,137 | 297 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 4,248 | 295 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Fin Capital, Inc. | History | No change | 4,108 | 295 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 4,006 | 288 | 0.02% | 0.03% | 122 | -256 | -6.01% | Q3 2026 | Nov 02, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,153 | 288 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LongView Wealth Management | History | Added to | 3,991 | 287 | 0.07% | 0.07% | 124 | +10 | 0.25% | Q3 2026 | Oct 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,136 | 287 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 4,126 | 286 | 0.15% | 0.15% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Piscataqua Savings Bank | History | No change | 3,897 | 280 | 0.19% | 0.18% | 126 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,990 | 277 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 3,778 | 272 | 0.07% | 0.07% | 128 | -9 | -0.24% | Q3 2026 | Oct 14, 2026 |
| NWAM LLC | History | No change | 3,895 | 270 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 3,743 | 260 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 3,743 | 260 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 3,601 | 259 | 0.06% | 0.05% | 132 | +181 | 5.29% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Wealth | History | No change | 3,609 | 250 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,464 | 249 | 0.0% | 0.0% | 134 | +9 | 0.26% | Q3 2026 | Oct 26, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3,407 | 245 | 0.03% | — | 135 | +3,407 | New | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,477 | 241 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 3,245 | 233 | 0.15% | 0.12% | 137 | +325 | 11.13% | Q3 2026 | Nov 04, 2026 |
| SVB WEALTH LLC | History | No change | 3,352 | 232 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,339 | 231 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,337 | 231 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 3,106 | 223 | 0.02% | 0.02% | 141 | +7 | 0.23% | Q3 2026 | Oct 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,110 | 223 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 3,029 | 218 | 0.17% | — | 143 | +3,029 | New | Q3 2026 | Oct 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,013 | 216 | 0.0% | 0.0% | 145 | -1,007 | -25.05% | Q3 2026 | Oct 15, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 3,001 | 216 | 0.04% | 0.04% | 144 | +62 | 2.11% | Q3 2026 | Oct 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,059 | 212 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,023 | 210 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 2,981 | 207 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 2,903 | 201 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,697 | 187 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWE & RUSLING INC | History | No change | 2,547 | 176 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 2,050 | 142 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,033 | 141 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,583 | 113 | 0.01% | — | 154 | +1,583 | New | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,620 | 112 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,294 | 89 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,243 | 89 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 893 | 62 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 845 | 58 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | No change | 769 | 55 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 776 | 53 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 662 | 47 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 582 | 41 | 0.0% | 0.0% | 164 | +565 | 3323.53% | Q3 2026 | Nov 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 572 | 41 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Colonial Trust Co / SC | History | No change | 571 | 39 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 572 | 39 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathway Financial Advisers, LLC | History | New | 530 | 38 | 0.01% | — | 167 | +530 | New | Q3 2026 | Oct 26, 2026 |
| WestEnd Advisors, LLC | History | New | 454 | 32 | 0.0% | — | 168 | +454 | New | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 411 | 29 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 429 | 29 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 419 | 29 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Regatta Research & Money Management | History | No change | 417 | 28 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 366 | 26 | 0.0% | 0.0% | 175 | -1,094 | -74.93% | Q3 2026 | Oct 08, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 369 | 26 | 0.01% | 0.01% | 174 | -204 | -35.6% | Q3 2026 | Oct 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 375 | 26 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 347 | 24 | 0.0% | — | 176 | +347 | New | Q3 2026 | Oct 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 318 | 22 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 300 | 21 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 300 | 21 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 262 | 18 | 0.0% | 0.0% | 180 | +1 | 0.38% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 256 | 18 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 257 | 17 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 228 | 16 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 182 | 13 | 0.01% | 0.01% | 185 | -375 | -67.32% | Q3 2026 | Oct 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 194 | 13 | 0.01% | 0.0% | 186 | +169 | 676.0% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 192 | 13 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 167 | 12 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 163 | 11 | 0.0% | 0.0% | 189 | +1 | 0.62% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 164 | 11 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 133 | 9 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Copia Wealth Management | History | No change | 125 | 8 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 109 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOTCO | History | No change | 113 | 7 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Dunhill Financial, LLC | History | No change | 109 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Financial LLC | History | New | 90 | 6 | 0.0% | — | 198 | +90 | New | Q3 2026 | Nov 04, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 97 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 79 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 70 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MidFirst Bank | History | No change | 60 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 70 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 207 | -24 | -32.43% | Q3 2026 | Oct 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 43 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | No change | 43 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Balance Wealth Partners LLC | History | New | 33 | 2 | 0.0% | — | 209 | +33 | New | Q3 2026 | Oct 27, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 21 | 1 | 0.0% | 0.01% | 211 | -682 | -97.01% | Q3 2026 | Nov 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 23 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,481 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -135 | -100.0% | Q3 2026 | Oct 27, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ARK Investment Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |