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 | Added to | 1,503,754 | 140,240 | 0.43% | 0.46% | 1 | +19,658 | 1.32% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,308,507 | 122,031 | 0.02% | 0.02% | 2 | +62,980 | 5.06% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 1,103,019 | 102,867 | 0.56% | 0.57% | 3 | +136,414 | 14.11% | Q1 2026 | May 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 300,710 | 28,044 | 0.13% | 0.13% | 4 | -1,947 | -0.64% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 247,969 | 23,125 | 0.0% | 0.0% | 5 | +43,957 | 21.55% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 198,809 | 18,540 | 0.0% | 0.01% | 6 | -653,615 | -76.68% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 186,211 | 17,366 | 0.04% | 0.04% | 7 | -25,878 | -12.2% | Q1 2026 | May 06, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 141,167 | 13,165 | 4.43% | 3.71% | 8 | +4,024 | 2.93% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 126,898 | 11,834 | 0.02% | 0.02% | 9 | -29,389 | -18.8% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 120,911 | 11,276 | 0.0% | 0.0% | 10 | -12,529 | -9.39% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 86,544 | 8,071 | 0.03% | 0.03% | 11 | +4,351 | 5.29% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 75,282 | 7,020 | 0.0% | 0.0% | 12 | +18,482 | 32.54% | Q1 2026 | May 07, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 68,136 | 6,354 | 1.91% | 1.74% | 13 | +6,297 | 10.18% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 66,957 | 6,244 | 0.0% | 0.0% | 14 | -463 | -0.69% | Q1 2026 | May 05, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 59,519 | 5,550 | 2.53% | 2.41% | 15 | +7,637 | 14.72% | Q1 2026 | Apr 22, 2026 |
| Keystone Global Partners, LLC | History | Added to | 59,094 | 5,511 | 2.45% | 2.57% | 16 | +1,825 | 3.19% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 56,569 | 5,275 | 0.0% | 0.01% | 17 | -4,096 | -6.75% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 56,137 | 5,235 | 0.0% | 0.0% | 18 | +2,814 | 5.28% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 51,331 | 4,787 | 0.0% | 0.0% | 19 | +15,855 | 44.69% | Q1 2026 | May 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 50,674 | 4,725 | 0.16% | 0.17% | 20 | +42 | 0.08% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 49,670 | 4,632 | 0.0% | — | 21 | +49,670 | New | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 47,271 | 4,408 | 0.5% | 0.64% | 22 | -9,368 | -16.54% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 46,700 | 4,355 | 0.0% | 0.01% | 23 | -11,200 | -19.34% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,103 | 4,206 | 0.02% | 0.02% | 24 | +2,781 | 6.57% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,921 | 3,920 | 0.01% | 0.01% | 25 | -37,118 | -46.96% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 40,945 | 3,818 | 0.11% | 0.1% | 26 | -1,937 | -4.52% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 40,546 | 3,781 | 0.0% | 0.01% | 27 | -14,641 | -26.53% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 40,526 | 3,779 | 0.12% | 0.1% | 28 | +6,458 | 18.96% | Q1 2026 | Apr 06, 2026 |
| Mariner, LLC | History | Added to | 40,205 | 3,749 | 0.0% | 0.0% | 29 | +2,074 | 5.44% | Q1 2026 | May 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 40,194 | 3,748 | 1.11% | 1.09% | 30 | +5,705 | 16.54% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,541 | 3,594 | 0.01% | 0.01% | 31 | +5,695 | 17.34% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,827 | 3,527 | 0.0% | 0.0% | 32 | +15,715 | 71.07% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 33,772 | 3,149 | 1.2% | 1.42% | 33 | -1,174 | -3.36% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 33,432 | 3,118 | 0.0% | 0.0% | 34 | +10,586 | 46.34% | Q1 2026 | May 15, 2026 |
| SFI Advisors, LLC | History | Reduced | 32,080 | 2,991 | 3.14% | 3.14% | 35 | -15,867 | -33.09% | Q1 2026 | May 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 32,025 | 2,986 | 0.5% | 0.52% | 36 | +550 | 1.75% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 27,784 | 2,591 | 0.0% | 0.0% | 37 | +27,500 | 9683.1% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | New | 70,393 | 2,536 | 0.73% | — | 38 | +70,393 | New | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 26,438 | 2,465 | 0.0% | 0.0% | 39 | +3,750 | 16.53% | Q1 2026 | May 05, 2026 |
| Maxele Advisors, LLC | History | No change | 23,902 | 2,441 | 1.98% | 1.98% | 40 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smith Salley Wealth Management | History | Added to | 24,512 | 2,286 | 0.11% | 0.12% | 41 | +311 | 1.29% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 24,471 | 2,282 | 0.0% | 0.0% | 42 | -96,252 | -79.73% | Q1 2026 | May 04, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 24,266 | 2,263 | 0.29% | 0.27% | 43 | +4,210 | 20.99% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 22,954 | 2,141 | 0.01% | 0.01% | 44 | -3,025 | -11.64% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,984 | 2,050 | 0.0% | 0.0% | 45 | -10,239 | -31.78% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 21,679 | 2,022 | 0.0% | 0.01% | 46 | -27,425 | -55.85% | Q1 2026 | May 01, 2026 |
| Jacobs Equity LLC | History | Added to | 19,001 | 1,965 | 1.76% | 1.32% | 47 | +5,535 | 41.1% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 20,499 | 1,911 | 0.01% | 0.01% | 48 | +344 | 1.71% | Q1 2026 | May 13, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 19,932 | 1,858 | 0.35% | 0.37% | 49 | +638 | 3.31% | Q1 2026 | Apr 08, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 18,510 | 1,726 | 0.43% | 0.47% | 50 | -1,423 | -7.14% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,136 | 1,691 | 0.02% | 0.03% | 51 | -4,491 | -19.85% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,026 | 1,681 | 0.0% | 0.01% | 52 | -53,126 | -74.67% | Q1 2026 | May 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 17,791 | 1,659 | 0.01% | 0.01% | 53 | +11,675 | 190.89% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,221 | 1,606 | 0.04% | 0.01% | 54 | +13,076 | 315.46% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 16,206 | 1,511 | 0.43% | 0.49% | 55 | -346 | -2.09% | Q1 2026 | Apr 23, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 16,078 | 1,499 | 1.37% | 1.43% | 56 | -11 | -0.07% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 16,069 | 1,498 | 0.01% | 0.01% | 57 | -249 | -1.53% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,346 | 1,386 | 0.0% | 0.0% | 58 | +2,493 | 19.4% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,649 | 1,366 | 0.0% | 0.0% | 59 | -124 | -0.84% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 14,329 | 1,336 | 0.13% | 0.13% | 60 | +734 | 5.4% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,836 | 1,290 | 0.05% | 0.06% | 61 | -642 | -4.43% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 13,758 | 1,283 | 0.04% | 0.04% | 62 | +328 | 2.44% | Q1 2026 | Apr 28, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 13,693 | 1,276 | 0.07% | 0.1% | 63 | -5,630 | -29.14% | Q1 2026 | May 04, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 13,644 | 1,272 | 0.6% | 0.81% | 64 | -3,649 | -21.1% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 13,539 | 1,262 | 0.0% | 0.0% | 65 | -348 | -2.51% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 13,440 | 1,253 | 0.24% | 0.24% | 66 | +794 | 6.28% | Q1 2026 | Apr 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,638 | 1,178 | 0.0% | 0.0% | 67 | +10,452 | 478.13% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,622 | 1,177 | 0.04% | 0.04% | 68 | +1,975 | 18.55% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Reduced | 11,573 | 1,079 | 0.03% | 0.04% | 69 | -1,585 | -12.05% | Q1 2026 | May 04, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 11,172 | 1,041 | 0.18% | 0.24% | 70 | -2,381 | -17.57% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 9,769 | 911 | 0.01% | 0.02% | 71 | -295 | -2.93% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,662 | 901 | 0.0% | 0.0% | 72 | -3,528 | -26.75% | Q1 2026 | Jun 02, 2026 |
| SYON CAPITAL LLC | History | Added to | 9,445 | 880 | 0.04% | 0.04% | 73 | +734 | 8.43% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,387 | 875 | 0.02% | 0.02% | 74 | +182 | 1.98% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,959 | 835 | 0.01% | 0.01% | 75 | -7,782 | -46.48% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Reduced | 8,518 | 794 | 0.03% | 0.03% | 76 | -76 | -0.88% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 8,453 | 788 | 0.05% | 0.04% | 77 | -195 | -2.25% | Q1 2026 | Apr 28, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 8,320 | 775 | 0.64% | 0.67% | 78 | +256 | 3.17% | Q1 2026 | Apr 21, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 7,795 | 726 | 0.05% | 0.06% | 79 | -540 | -6.48% | Q1 2026 | Apr 16, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 7,751 | 722 | 0.3% | 0.45% | 80 | -1,017 | -11.6% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 7,696 | 717 | 0.04% | 0.06% | 81 | -1,905 | -19.84% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 7,637 | 712 | 0.0% | 0.0% | 82 | +1,089 | 16.63% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,415 | 691 | 0.25% | 0.28% | 83 | -201 | -2.64% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,366 | 686 | 0.02% | 0.03% | 84 | -227 | -2.99% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 7,254 | 676 | 0.04% | 0.05% | 85 | +553 | 8.25% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,166 | 668 | 0.04% | 0.07% | 86 | -3,004 | -29.54% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,116 | 663 | 0.01% | 0.01% | 87 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,957 | 648 | 0.0% | 0.0% | 88 | +716 | 11.47% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 6,388 | 595 | 0.01% | 0.01% | 89 | -1,866 | -22.61% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,307 | 593 | 0.01% | 0.01% | 90 | -327 | -4.93% | Q1 2026 | Apr 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,296 | 587 | 0.0% | 0.0% | 91 | +1,188 | 23.26% | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,124 | 571 | 0.37% | 0.34% | 92 | +905 | 17.34% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,760 | 537 | 0.03% | 0.03% | 93 | +184 | 3.3% | Q1 2026 | May 18, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 5,140 | 524 | 0.19% | 0.2% | 94 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 5,221 | 486 | 0.12% | 0.14% | 95 | +41 | 0.79% | Q1 2026 | Apr 20, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 5,065 | 472 | 0.32% | 0.3% | 96 | +1,085 | 27.26% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,789 | 444 | 0.0% | 0.0% | 97 | -3,233 | -40.3% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,638 | 432 | 0.02% | 0.02% | 98 | +304 | 7.01% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,623 | 431 | 0.0% | 0.0% | 99 | -70 | -1.49% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 4,621 | 430 | 0.03% | 0.05% | 100 | -1,500 | -24.51% | Q1 2026 | Apr 24, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,580 | 427 | 0.01% | 0.01% | 101 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,557 | 424 | 0.26% | — | 102 | +4,557 | New | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,381 | 408 | 0.0% | 0.0% | 103 | +1,500 | 52.07% | Q1 2026 | May 14, 2026 |
| Eley Financial Management, Inc | History | Reduced | 4,374 | 407 | 0.15% | 0.16% | 104 | -77 | -1.73% | Q1 2026 | May 19, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,270 | 398 | 0.03% | 0.03% | 105 | -85 | -1.95% | Q1 2026 | Apr 14, 2026 |
| Crumly & Associates Inc. | History | No change | 4,216 | 393 | 0.08% | 0.09% | 106 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Smithfield Trust Co | History | No change | 4,131 | 385 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 4,054 | 378 | 0.02% | 0.03% | 108 | +51 | 1.27% | Q1 2026 | Apr 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 4,008 | 373 | 0.13% | 0.14% | 109 | -16 | -0.4% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | New | 3,852 | 359 | 0.0% | — | 110 | +3,852 | New | Q1 2026 | Apr 15, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 3,765 | 351 | 0.39% | 0.46% | 111 | -415 | -9.93% | Q1 2026 | May 08, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 3,680 | 343 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 3,556 | 331 | 0.15% | 0.29% | 113 | -2,568 | -41.93% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Added to | 3,391 | 316 | 0.02% | 0.02% | 114 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| VCI Wealth Management LLC | History | Reduced | 3,320 | 309 | 0.09% | 0.1% | 115 | -30 | -0.9% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,308 | 308 | 0.02% | 0.02% | 116 | -430 | -11.5% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 3,267 | 304 | 0.02% | 0.03% | 117 | -263 | -7.45% | Q1 2026 | Apr 23, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 3,033 | 282 | 0.06% | 0.06% | 118 | +111 | 3.8% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 3,015 | 281 | 0.0% | 0.0% | 120 | +402 | 15.38% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,756 | 281 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,881 | 268 | 0.0% | 0.01% | 122 | -1,044 | -26.6% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,879 | 268 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUSTCO BANK CORP N Y | History | No change | 2,800 | 261 | 0.23% | 0.26% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Monte Financial Group, LLC | History | Added to | 2,727 | 254 | 0.09% | 0.1% | 124 | +187 | 7.36% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 2,688 | 250 | 0.0% | 0.01% | 125 | -2,377 | -46.93% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 2,672 | 249 | 0.01% | 1.45% | 126 | -481,367 | -99.45% | Q1 2026 | Apr 22, 2026 |
| Interchange Capital Partners, LLC | History | New | 2,947 | 249 | 0.08% | — | 127 | +2,947 | New | Q1 2026 | Apr 23, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,658 | 247 | 0.0% | 0.0% | 128 | -3,622 | -57.68% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | No change | 2,534 | 236 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,458 | 229 | 0.02% | 0.02% | 130 | +67 | 2.8% | Q1 2026 | Apr 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 2,443 | 227 | 0.01% | 0.01% | 131 | -1,132 | -31.66% | Q1 2026 | Apr 24, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,434 | 226 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,407 | 224 | 0.0% | 0.0% | 133 | -1,725 | -41.75% | Q1 2026 | May 04, 2026 |
| Empower Advisory Group, LLC | History | New | 2,320 | 216 | 0.0% | — | 134 | +2,320 | New | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 2,276 | 212 | 0.01% | 0.01% | 135 | -332 | -12.73% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,271 | 211 | 0.0% | — | 137 | +2,271 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,269 | 211 | 0.0% | — | 136 | +2,269 | New | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,180 | 203 | 0.0% | 0.0% | 138 | +1,923 | 748.25% | Q1 2026 | May 01, 2026 |
| Piscataqua Savings Bank | History | No change | 2,186 | 203 | 0.14% | 0.16% | 139 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,965 | 183 | 0.0% | 0.0% | 140 | -45 | -2.24% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,628 | 166 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,491 | 152 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,468 | 136 | 0.01% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,441 | 134 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,431 | 133 | 0.0% | 0.01% | 145 | +9 | 0.63% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,406 | 131 | 0.0% | 0.0% | 146 | +34 | 2.48% | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,394 | 130 | 0.02% | 0.02% | 147 | -10 | -0.71% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,425 | 128 | 0.0% | 0.0% | 148 | +120 | 9.2% | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,344 | 125 | 0.01% | — | 149 | +1,344 | New | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,203 | 112 | 0.01% | 0.01% | 150 | +43 | 3.71% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 1,124 | 104 | 0.0% | 0.0% | 151 | +1,024 | 1024.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 1,068 | 99 | 0.02% | 0.02% | 152 | -8 | -0.74% | Q1 2026 | May 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,011 | 94 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 812 | 83 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | No change | 831 | 77 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 800 | 74 | 0.0% | 0.0% | 156 | +1 | 0.13% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | No change | 695 | 64 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 618 | 57 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 606 | 56 | 0.0% | 0.0% | 159 | -12 | -1.94% | Q1 2026 | Apr 07, 2026 |
| Colonial Trust Co / SC | History | No change | 605 | 56 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 560 | 52 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | No change | 550 | 51 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 541 | 50 | 0.0% | 0.0% | 163 | +46 | 9.29% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | No change | 522 | 48 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 434 | 40 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Decker Retirement Planning Inc. | History | No change | 364 | 33 | 0.01% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 345 | 32 | 0.01% | — | 168 | +345 | New | Q1 2026 | May 05, 2026 |
| DAGCO, INC. | History | No change | 350 | 32 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | Reduced | 343 | 31 | 0.0% | 0.01% | 169 | -832 | -70.81% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 316 | 29 | 0.0% | 0.0% | 170 | -216 | -40.6% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 312 | 29 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | New | 300 | 27 | 0.01% | — | 172 | +300 | New | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 261 | 24 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 23 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 253 | 23 | 0.02% | 0.03% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 239 | 22 | 0.0% | 0.0% | 176 | +146 | 156.99% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 210 | 19 | 0.0% | 0.02% | 179 | -24,311 | -99.14% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 207 | 19 | 0.0% | 0.0% | 178 | +36 | 21.05% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 211 | 19 | 0.0% | 0.0% | 180 | -14 | -6.22% | Q1 2026 | May 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 212 | 19 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 18 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 188 | 17 | 0.0% | 0.0% | 182 | -69 | -26.85% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | No change | 185 | 17 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 192 | 17 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HighMark Wealth Management LLC | History | No change | 190 | 17 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 182 | 16 | 0.0% | 0.0% | 187 | -12 | -6.19% | Q1 2026 | Apr 24, 2026 |
| HM PAYSON & CO | History | No change | 172 | 16 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tidemark, LLC | History | No change | 169 | 15 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 149 | 13 | 0.0% | 0.0% | 189 | -203 | -57.67% | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 150 | 13 | 0.0% | — | 191 | +150 | New | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 149 | 13 | 0.01% | 0.01% | 190 | -6 | -3.87% | Q1 2026 | May 01, 2026 |
| Roxbury Financial LLC | History | No change | 134 | 12 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | No change | 123 | 11 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | No change | 128 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | New | 110 | 10 | 0.0% | — | 195 | +110 | New | Q1 2026 | May 19, 2026 |
| Napier Financial, LLC | History | New | 103 | 9 | 0.0% | — | 198 | +103 | New | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 101 | 9 | 0.01% | — | 197 | +101 | New | Q1 2026 | May 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 106 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Byrne Asset Management LLC | History | No change | 96 | 8 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Darwin Wealth Management, LLC | History | New | 84 | 7 | 0.0% | — | 202 | +84 | New | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 80 | 7 | 0.0% | 0.0% | 200 | -14 | -14.89% | Q1 2026 | May 14, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 83 | 7 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 70 | 6 | 0.0% | — | 204 | +70 | New | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | New | 68 | 6 | 0.0% | — | 203 | +68 | New | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 55 | 5 | 0.0% | 0.0% | 205 | -19 | -25.68% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | New | 50 | 4 | 0.0% | — | 208 | +50 | New | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 40 | 3 | 0.0% | 0.0% | 209 | -14 | -25.93% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 40 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 36 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 41 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | No change | 42 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 25 | 2 | 0.0% | 0.0% | 217 | -146 | -85.38% | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | New | 25 | 2 | 0.0% | — | 220 | +25 | New | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Added to | 22 | 2 | 0.0% | 0.0% | 219 | +3 | 15.79% | Q1 2026 | May 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 19 | 1 | 0.0% | 0.0% | 224 | -379 | -95.23% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 15 | 1 | 0.0% | — | 226 | +15 | New | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 12 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bellwether Advisors, LLC | History | Closed out | 0 | 0 | — | 3.26% | — | -199,922 | -100.0% | Q1 2026 | May 12, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -21,590 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,282 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,115 | -100.0% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,045 | -100.0% | Q1 2026 | May 05, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,610 | -100.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,559 | -100.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,559 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,132 | -100.0% | Q1 2026 | May 14, 2026 |
| Aspetuck Financial Management LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -6,025 | -100.0% | Q1 2026 | May 06, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,616 | -100.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,558 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,645 | -100.0% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,620 | -100.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,458 | -100.0% | Q1 2026 | May 05, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -3,906 | -100.0% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,126 | -100.0% | Q1 2026 | May 18, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,488 | -100.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,450 | -100.0% | Q1 2026 | May 12, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,371 | -100.0% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,171 | -100.0% | Q1 2026 | May 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.12% | — | -2,129 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,057 | -100.0% | Q1 2026 | May 12, 2026 |
| Center For Asset Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,003 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,969 | -100.0% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,839 | -100.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,468 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -1,120 | -100.0% | Q1 2026 | Apr 22, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -847 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -762 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -524 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -340 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -34 | -97.14% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 21, 2026 |
| Abound Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Avion Wealth | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |