FIDELITY COVINGTON TRUST - FDIS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Reduced | 1,436,002 | 147,678 | 0.4% | 0.43% | 1 | -67,752 | -4.51% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 1,230,772 | 126,572 | 0.59% | 0.56% | 2 | +127,753 | 11.58% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 597,552 | 61,452 | 0.01% | 0.02% | 3 | -710,955 | -54.33% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 305,894 | 31,458 | 0.12% | 0.13% | 4 | +5,184 | 1.72% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Reduced | 235,989 | 24,269 | 0.0% | 0.0% | 5 | -11,980 | -4.83% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 215,658 | 22,178 | 0.04% | 0.04% | 6 | +29,447 | 15.81% | Q2 2026 | Jul 30, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 144,384 | 14,848 | 3.73% | 4.43% | 7 | +3,217 | 2.28% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Added to | 126,426 | 13,001 | 0.0% | 0.0% | 8 | +5,515 | 4.56% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 124,328 | 12,785 | 0.02% | 0.02% | 9 | -2,570 | -2.03% | Q2 2026 | Jul 29, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 123,456 | 12,696 | 3.29% | 1.91% | 10 | +55,320 | 81.19% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 122,600 | 12,608 | 0.0% | 0.0% | 11 | -76,209 | -38.33% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 88,600 | 9,135 | 0.01% | 0.01% | 12 | +46,679 | 111.35% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 84,168 | 8,655 | 0.0% | 0.0% | 13 | +32,837 | 63.97% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 83,257 | 8,562 | 0.03% | 0.03% | 14 | -3,287 | -3.8% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 81,714 | 8,403 | 0.0% | 0.0% | 15 | +68,175 | 503.55% | Q2 2026 | Aug 14, 2026 |
| Keystone Global Partners, LLC | History | Added to | 66,566 | 6,845 | 2.59% | 2.45% | 16 | +7,472 | 12.64% | Q2 2026 | Jul 16, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 66,536 | 6,842 | 2.67% | 2.53% | 17 | +7,017 | 11.79% | Q2 2026 | Jul 22, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 64,381 | 6,621 | 0.0% | 0.0% | 18 | -2,576 | -3.85% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | Added to | 58,365 | 6,002 | 0.0% | 0.0% | 19 | +2,228 | 3.97% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 57,704 | 5,934 | 0.0% | 0.0% | 20 | +1,135 | 2.01% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,349 | 5,383 | 0.03% | 0.02% | 21 | +7,246 | 16.07% | Q2 2026 | Aug 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 50,674 | 5,211 | 0.15% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 47,739 | 4,909 | 0.54% | 0.5% | 23 | +468 | 0.99% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 46,740 | 4,806 | 0.0% | 0.0% | 24 | +6,194 | 15.28% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 43,979 | 4,523 | 0.13% | 0.12% | 25 | +3,453 | 8.52% | Q2 2026 | Jul 01, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 41,177 | 4,234 | 1.13% | 1.11% | 26 | +983 | 2.45% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 40,306 | 4,145 | 0.0% | 0.0% | 27 | +18,322 | 83.34% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 39,997 | 4,113 | 0.0% | 0.0% | 28 | -208 | -0.52% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 38,872 | 3,997 | 0.09% | 0.11% | 29 | -2,073 | -5.06% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 37,519 | 3,858 | 0.0% | 0.0% | 30 | -37,763 | -50.16% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,245 | 3,830 | 0.01% | 0.01% | 31 | -1,296 | -3.36% | Q2 2026 | Jul 27, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 34,621 | 3,560 | 0.02% | 0.01% | 32 | +16,830 | 94.6% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 33,871 | 3,483 | 0.0% | 0.0% | 33 | +9,400 | 38.41% | Q2 2026 | Aug 03, 2026 |
| NorthCoast Asset Management LLC | History | New | 33,467 | 3,441 | 0.08% | — | 34 | +33,467 | New | Q2 2026 | Aug 12, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 33,386 | 3,433 | 1.15% | 1.2% | 35 | -386 | -1.14% | Q2 2026 | Jul 22, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 32,590 | 3,351 | 0.52% | 0.5% | 36 | +565 | 1.76% | Q2 2026 | Jul 29, 2026 |
| SFI Advisors, LLC | History | Reduced | 31,446 | 3,233 | 2.79% | 3.14% | 37 | -634 | -1.98% | Q2 2026 | Jul 27, 2026 |
| Richmond Brothers, Inc. | History | New | 26,432 | 2,718 | 1.41% | — | 38 | +26,432 | New | Q2 2026 | Aug 11, 2026 |
| Smith Salley Wealth Management | History | Added to | 25,999 | 2,673 | 0.12% | 0.11% | 39 | +1,487 | 6.07% | Q2 2026 | Jul 23, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 25,209 | 2,592 | 0.27% | 0.29% | 40 | +943 | 3.89% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | New | 23,632 | 2,430 | 1.7% | — | 41 | +23,632 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 23,321 | 2,398 | 0.0% | 0.0% | 42 | -3,117 | -11.79% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,002 | 2,366 | 0.0% | 0.01% | 43 | +48 | 0.21% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 21,828 | 2,245 | 0.0% | 0.0% | 44 | -11,604 | -34.71% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 21,552 | 2,216 | 0.0% | 0.0% | 45 | -127 | -0.59% | Q2 2026 | Aug 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 21,395 | 2,200 | 0.38% | 0.35% | 46 | +1,463 | 7.34% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 20,370 | 2,094 | 0.01% | 0.01% | 47 | -129 | -0.63% | Q2 2026 | Aug 13, 2026 |
| Jacobs Equity LLC | History | Added to | 19,322 | 1,987 | 1.37% | 1.76% | 48 | +321 | 1.69% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 18,598 | 1,912 | 0.06% | 0.04% | 49 | +5,976 | 47.35% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,886 | 1,839 | 0.02% | 0.02% | 50 | -250 | -1.38% | Q2 2026 | Jul 28, 2026 |
| J.Safra Asset Management Corp | History | Added to | 17,642 | 1,814 | 0.08% | 0.07% | 51 | +3,949 | 28.84% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,844 | 1,800 | 0.0% | 0.0% | 52 | +2,498 | 16.28% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,850 | 1,732 | 0.0% | 0.0% | 53 | -32,820 | -66.08% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 16,613 | 1,708 | 0.11% | — | 54 | +16,613 | New | Q2 2026 | Aug 04, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 16,343 | 1,680 | 0.42% | 0.43% | 55 | +137 | 0.85% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,971 | 1,642 | 0.0% | 0.0% | 56 | +1,322 | 9.02% | Q2 2026 | Aug 13, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 15,926 | 1,637 | 1.36% | 1.37% | 57 | -152 | -0.95% | Q2 2026 | Aug 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 15,641 | 1,608 | 0.14% | 0.13% | 58 | +1,312 | 9.16% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,002 | 1,542 | 0.0% | 0.0% | 59 | -22,825 | -60.34% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 14,474 | 1,488 | 0.04% | 0.04% | 60 | +716 | 5.2% | Q2 2026 | Jul 29, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 14,449 | 1,485 | 0.62% | 0.6% | 61 | +805 | 5.9% | Q2 2026 | Jul 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 13,783 | 1,417 | 0.02% | — | 62 | +13,783 | New | Q2 2026 | Jul 21, 2026 |
| Investors Research Corp | History | Reduced | 13,219 | 1,359 | 0.24% | 0.24% | 63 | -221 | -1.64% | Q2 2026 | Jul 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,246 | 1,259 | 0.0% | 0.01% | 64 | -3,823 | -23.79% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,153 | 1,249 | 0.03% | 0.05% | 65 | -1,683 | -12.16% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 11,932 | 1,227 | 0.07% | 0.05% | 66 | +4,137 | 53.07% | Q2 2026 | Jul 10, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 11,695 | 1,202 | 0.33% | 0.43% | 67 | -6,815 | -36.82% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | New | 10,908 | 1,121 | 0.06% | — | 68 | +10,908 | New | Q2 2026 | Aug 04, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 10,862 | 1,117 | 0.17% | 0.18% | 69 | -310 | -2.77% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,211 | 1,050 | 0.0% | 0.0% | 70 | -7,815 | -43.35% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,004 | 1,028 | 0.0% | 0.0% | 71 | -2,634 | -20.84% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 9,879 | 1,016 | 0.27% | 0.28% | 72 | -409 | -3.98% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,601 | 987 | 0.0% | 0.0% | 73 | +2,644 | 38.0% | Q2 2026 | Aug 19, 2026 |
| SYON CAPITAL LLC | History | Reduced | 9,193 | 945 | 0.04% | 0.04% | 74 | -252 | -2.67% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | New | 9,123 | 938 | 0.3% | — | 75 | +9,123 | New | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,992 | 924 | 0.02% | 0.02% | 76 | -395 | -4.21% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Reduced | 8,550 | 879 | 0.01% | 0.01% | 77 | -1,219 | -12.48% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 8,164 | 839 | 0.03% | 0.03% | 78 | -354 | -4.16% | Q2 2026 | Jul 15, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 8,070 | 829 | 0.58% | 0.64% | 79 | -250 | -3.0% | Q2 2026 | Jul 24, 2026 |
| Redwood Financial Network Corp | History | Added to | 7,813 | 803 | 0.45% | 0.37% | 80 | +1,689 | 27.58% | Q2 2026 | Aug 07, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 7,751 | 797 | 0.37% | 0.3% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Added to | 7,747 | 796 | 0.0% | 0.0% | 82 | +110 | 1.44% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,589 | 780 | 0.0% | 0.0% | 83 | +1,293 | 20.54% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,486 | 769 | 0.01% | 0.01% | 84 | +1,098 | 17.19% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 7,414 | 762 | 0.02% | 0.02% | 85 | +48 | 0.65% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,246 | 745 | 0.0% | 0.0% | 86 | -2,416 | -25.01% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,148 | 735 | 0.01% | 0.01% | 87 | +32 | 0.45% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 6,875 | 707 | 0.23% | 0.25% | 88 | -540 | -7.28% | Q2 2026 | Jul 31, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 6,758 | 694 | 0.04% | 0.04% | 89 | -496 | -6.84% | Q2 2026 | Jul 31, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 6,500 | 668 | 0.03% | 0.04% | 90 | -1,196 | -15.54% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7,166 | 668 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 6,318 | 649 | 0.0% | 0.0% | 92 | +6,002 | 1899.37% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Reduced | 6,274 | 645 | 0.02% | 0.03% | 93 | -5,299 | -45.79% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,168 | 634 | 0.0% | 0.01% | 94 | -139 | -2.2% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | Added to | 6,047 | 621 | 0.0% | 0.0% | 95 | +3,032 | 100.56% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,850 | 602 | 0.02% | 0.03% | 96 | +90 | 1.56% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,458 | 560 | 0.0% | 0.0% | 97 | +669 | 13.97% | Q2 2026 | Jul 15, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 5,181 | 532 | 0.11% | 0.12% | 98 | -40 | -0.77% | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,098 | 524 | 0.01% | 0.04% | 99 | -12,123 | -70.4% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 4,981 | 512 | 0.03% | 0.02% | 100 | +927 | 22.87% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,646 | 477 | 0.02% | 0.02% | 101 | +8 | 0.17% | Q2 2026 | Jul 27, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 4,612 | 474 | 0.26% | 0.26% | 102 | +55 | 1.21% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,581 | 471 | 0.01% | 0.01% | 103 | +1 | 0.02% | Q2 2026 | Aug 13, 2026 |
| Eley Financial Management, Inc | History | Added to | 4,395 | 451 | 0.15% | 0.15% | 104 | +21 | 0.48% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,381 | 450 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,281 | 440 | 0.02% | 0.05% | 106 | -4,172 | -49.36% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,270 | 439 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crumly & Associates Inc. | History | No change | 4,216 | 433 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 4,621 | 430 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smithfield Trust Co | History | No change | 4,131 | 424 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Reduced | 3,980 | 409 | 0.28% | 0.32% | 111 | -1,085 | -21.42% | Q2 2026 | Jul 10, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 3,985 | 409 | 0.16% | 0.15% | 112 | +429 | 12.06% | Q2 2026 | Jul 30, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Reduced | 3,930 | 404 | 0.15% | 0.16% | 113 | -50 | -1.26% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,755 | 386 | 0.0% | 0.0% | 114 | -97 | -2.52% | Q2 2026 | Jul 20, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 3,729 | 383 | 0.39% | 0.39% | 115 | -36 | -0.96% | Q2 2026 | Jul 30, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,710 | 381 | 0.0% | 0.0% | 116 | -913 | -19.75% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | New | 92 | 371 | 0.03% | — | 117 | +92 | New | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 3,429 | 352 | 0.02% | 0.02% | 118 | +38 | 1.12% | Q2 2026 | Jul 16, 2026 |
| VCI Wealth Management LLC | History | Added to | 3,405 | 350 | 0.09% | 0.09% | 119 | +85 | 2.56% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,400 | 349 | 0.0% | 0.0% | 120 | +993 | 41.25% | Q2 2026 | Aug 07, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Reduced | 3,383 | 347 | 0.06% | 0.07% | 121 | -297 | -8.07% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,267 | 335 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 3,132 | 322 | 0.06% | 0.06% | 123 | +99 | 3.26% | Q2 2026 | Jul 17, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,985 | 307 | 0.01% | 0.01% | 124 | +503 | 20.27% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 2,979 | 306 | 0.01% | — | 125 | +2,979 | New | Q2 2026 | Jul 27, 2026 |
| FULTON BANK, N.A. | History | Added to | 2,960 | 304 | 0.01% | 0.01% | 126 | +517 | 21.16% | Q2 2026 | Jul 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,896 | 297 | 0.01% | 0.02% | 127 | -412 | -12.45% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,889 | 297 | 0.0% | 0.0% | 128 | +8 | 0.28% | Q2 2026 | Jul 22, 2026 |
| TRUSTCO BANK CORP N Y | History | No change | 2,800 | 287 | 0.21% | 0.23% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,774 | 285 | 0.02% | 0.02% | 130 | +316 | 12.86% | Q2 2026 | Jul 17, 2026 |
| Monte Financial Group, LLC | History | Added to | 2,762 | 280 | 0.09% | 0.09% | 131 | +35 | 1.28% | Q2 2026 | Aug 07, 2026 |
| Bauman Advisory Group, LLC | History | New | 2,655 | 273 | 0.14% | — | 132 | +2,655 | New | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,650 | 272 | 0.0% | 0.0% | 133 | -229 | -7.95% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 2,534 | 260 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,471 | 254 | 0.0% | 0.0% | 135 | +200 | 8.81% | Q2 2026 | Aug 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,434 | 250 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 2,672 | 249 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Added to | 2,353 | 241 | 0.01% | 0.01% | 138 | +77 | 3.38% | Q2 2026 | Aug 10, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,329 | 239 | 0.0% | 0.0% | 139 | +9 | 0.39% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 2,118 | 217 | 0.0% | — | 140 | +2,118 | New | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,075 | 213 | 0.0% | — | 141 | +2,075 | New | Q2 2026 | Aug 13, 2026 |
| PKS Advisory Services, LLC | History | New | 2,066 | 212 | 0.03% | — | 142 | +2,066 | New | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | New | 2,039 | 209 | 0.0% | — | 143 | +2,039 | New | Q2 2026 | Aug 27, 2026 |
| Arkadios Wealth Advisors | History | New | 2,017 | 207 | 0.0% | — | 144 | +2,017 | New | Q2 2026 | Aug 10, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,008 | 206 | 0.0% | 0.0% | 145 | -650 | -24.45% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,000 | 205 | 0.0% | — | 146 | +2,000 | New | Q2 2026 | Sep 02, 2026 |
| Jupiter Topco LLC | History | New | 1,948 | 200 | 0.0% | — | 148 | +1,948 | New | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 1,945 | 200 | 0.06% | — | 147 | +1,945 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,823 | 187 | 0.0% | 0.0% | 149 | -142 | -7.23% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 1,563 | 160 | 0.0% | — | 150 | +1,563 | New | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,545 | 158 | 0.0% | 0.0% | 151 | +104 | 7.22% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,484 | 152 | 0.0% | 0.0% | 152 | -696 | -31.93% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,466 | 150 | 0.0% | 0.0% | 153 | +41 | 2.88% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,468 | 150 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,457 | 149 | 0.0% | 0.0% | 155 | +26 | 1.82% | Q2 2026 | Jul 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,406 | 144 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,394 | 143 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Piscataqua Savings Bank | History | Reduced | 1,253 | 128 | 0.09% | 0.14% | 158 | -933 | -42.68% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,239 | 127 | 0.01% | 0.01% | 159 | +36 | 2.99% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 1,124 | 115 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,011 | 103 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | Reduced | 845 | 86 | 0.02% | 0.02% | 162 | -223 | -20.88% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 827 | 85 | 0.01% | — | 164 | +827 | New | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 831 | 85 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 801 | 82 | 0.0% | 0.0% | 165 | +1 | 0.13% | Q2 2026 | Aug 12, 2026 |
| PROFFITT & GOODSON INC | History | No change | 695 | 71 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | New | 639 | 65 | 0.0% | — | 167 | +639 | New | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 618 | 63 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 606 | 62 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 605 | 62 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 549 | 56 | 0.01% | 0.01% | 171 | -11 | -1.96% | Q2 2026 | Jul 16, 2026 |
| SYM FINANCIAL Corp | History | New | 524 | 53 | 0.0% | — | 172 | +524 | New | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 465 | 47 | 0.0% | — | 173 | +465 | New | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 434 | 44 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | New | 426 | 43 | 0.01% | — | 175 | +426 | New | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Reduced | 387 | 39 | 0.0% | 0.0% | 176 | -154 | -28.47% | Q2 2026 | Aug 11, 2026 |
| Decker Retirement Planning Inc. | History | No change | 364 | 37 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HOWE & RUSLING INC | History | No change | 343 | 35 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 345 | 35 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 284 | 29 | 0.0% | 0.0% | 180 | -27,500 | -98.98% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | New | 285 | 29 | 0.01% | — | 181 | +285 | New | Q2 2026 | Jul 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 300 | 27 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 261 | 26 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 253 | 26 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 25 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 237 | 24 | 0.0% | — | 187 | +237 | New | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | Added to | 240 | 24 | 0.0% | 0.0% | 186 | +1 | 0.42% | Q2 2026 | Aug 04, 2026 |
| Regatta Research & Money Management | History | New | 229 | 23 | 0.02% | — | 188 | +229 | New | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 211 | 21 | 0.01% | 0.01% | 189 | -1 | -0.47% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 20 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 185 | 19 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 192 | 19 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 190 | 19 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 171 | 17 | 0.0% | 0.0% | 194 | -36 | -17.39% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | Added to | 170 | 17 | 0.0% | 0.0% | 196 | +1 | 0.59% | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 172 | 17 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | No change | 149 | 15 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 149 | 15 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 140 | 14 | 0.0% | 0.0% | 200 | -70 | -33.33% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 135 | 13 | 0.01% | 0.01% | 202 | +34 | 33.66% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | No change | 128 | 13 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Roxbury Financial LLC | History | No change | 134 | 13 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 121 | 12 | 0.0% | 0.0% | 204 | +96 | 384.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 123 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 112 | 11 | 0.0% | — | 206 | +112 | New | Q2 2026 | Jul 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 100 | 10 | 0.0% | — | 209 | +100 | New | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 100 | 10 | 0.01% | — | 210 | +100 | New | Q2 2026 | Jul 29, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 106 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Napier Financial, LLC | History | No change | 103 | 10 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 91 | 9 | 0.0% | 0.0% | 211 | -97 | -51.6% | Q2 2026 | Aug 06, 2026 |
| Key Capital Management, INC | History | Added to | 89 | 9 | 0.0% | 0.0% | 213 | +67 | 304.55% | Q2 2026 | Jul 27, 2026 |
| Byrne Asset Management LLC | History | No change | 96 | 9 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Darwin Wealth Management, LLC | History | No change | 84 | 8 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 83 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 77 | 7 | 0.0% | 0.0% | 217 | +62 | 413.33% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allied Private Wealth LLC | History | New | 50 | 5 | 0.0% | — | 219 | +50 | New | Q2 2026 | Jul 09, 2026 |
| EPG Wealth Management LLC | History | Added to | 45 | 4 | 0.0% | 0.0% | 223 | +1 | 2.27% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 40 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 41 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NFSG Corp | History | No change | 42 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 38 | 3 | 0.0% | 0.13% | 228 | -3,970 | -99.05% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 36 | 3 | 0.0% | 0.0% | 227 | -175 | -82.94% | Q2 2026 | Aug 06, 2026 |
| POM Investment Strategies, LLC | History | New | 36 | 3 | 0.0% | — | 231 | +36 | New | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | New | 35 | 3 | 0.0% | — | 230 | +35 | New | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 36 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MOTCO | History | New | 25 | 2 | 0.0% | — | 235 | +25 | New | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | Reduced | 23 | 2 | 0.0% | 0.0% | 232 | -17 | -42.5% | Q2 2026 | Aug 12, 2026 |
| Operose Advisors LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingdom Financial Group LLC. | History | New | 17 | 1 | 0.0% | — | 239 | +17 | New | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 12 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -70,393 | -100.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,959 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,140 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,947 | -100.0% | Q2 2026 | Jul 20, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,688 | -100.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,269 | -100.0% | Q2 2026 | Jul 28, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,344 | -100.0% | Q2 2026 | Jul 31, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -522 | -100.0% | Q2 2026 | Aug 10, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -350 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Valued Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BIRCHBROOK, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 08, 2026 |
| DUNCKER STREETT & CO INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |