FIDELITY COVINGTON TRUST - FDLO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 8,130,998 | 555,631 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 695,097 | 49,115 | 0.06% | 0.06% | 2 | -6,286 | -0.9% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 534,296 | 36,511 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 425,154 | 29,052 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 337,359 | 23,053 | 16.35% | 16.35% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 281,823 | 19,258 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 269,229 | 18,397 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 254,114 | 17,364 | 0.35% | 0.35% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 215,183 | 14,704 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 186,302 | 12,730 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 186,105 | 12,717 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 182,143 | 12,446 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 171,271 | 12,102 | 0.03% | 0.04% | 13 | -893 | -0.52% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 145,468 | 9,940 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 133,211 | 9,102 | 1.74% | 1.74% | 15 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 133,211 | 9,102 | 1.74% | 1.74% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 123,304 | 8,425 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 121,023 | 8,274 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 116,662 | 7,972 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 109,582 | 7,743 | 2.49% | 2.23% | 20 | +13,423 | 13.96% | Q3 2026 | Oct 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 112,946 | 7,718 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 97,541 | 6,892 | 0.02% | 0.02% | 22 | -1,534 | -1.55% | Q3 2026 | Nov 04, 2026 |
| GFG Capital, LLC | History | Reduced | 93,746 | 6,624 | 1.74% | 1.89% | 23 | -6,925 | -6.88% | Q3 2026 | Oct 16, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 89,219 | 6,304 | 0.79% | 0.79% | 24 | -4,327 | -4.63% | Q3 2026 | Oct 13, 2026 |
| Savant Capital, LLC | History | No change | 76,680 | 5,601 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 62,188 | 4,249 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 60,738 | 4,150 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envision Financial Transparency, LLC | History | No change | 55,268 | 3,938 | 3.36% | 3.36% | 28 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 57,000 | 3,895 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abundance Wealth Counselors | History | Reduced | 54,119 | 3,824 | 0.54% | 0.55% | 30 | -4,776 | -8.11% | Q3 2026 | Oct 26, 2026 |
| JPMORGAN CHASE & CO | History | No change | 44,854 | 3,059 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weaver Consulting Group | History | No change | 42,778 | 3,022 | 0.59% | 0.6% | 32 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,397 | 2,760 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,187 | 2,416 | 0.01% | 0.01% | 34 | -1,074 | -3.05% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 30,641 | 2,165 | 0.02% | 0.02% | 35 | -313 | -1.01% | Q3 2026 | Oct 30, 2026 |
| Capital Analysts, LLC | History | No change | 31,456 | 2,150 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,823 | 2,107 | 0.1% | 0.1% | 37 | +553 | 1.89% | Q3 2026 | Oct 22, 2026 |
| Advisors Capital Management, LLC | History | No change | 30,453 | 2,081 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 28,852 | 1,971 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 23,473 | 1,604 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 22,081 | 1,560 | 0.3% | 0.29% | 41 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Argent Trust Co | History | No change | 22,008 | 1,503 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 20,877 | 1,426 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 19,522 | 1,334 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequent Asset Management, LLC | History | No change | 17,010 | 1,162 | 0.49% | 0.49% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 15,984 | 1,092 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roxbury Financial LLC | History | Added to | 15,275 | 1,079 | 0.83% | 0.82% | 47 | +45 | 0.3% | Q3 2026 | Oct 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 15,281 | 1,044 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 301 | 1,040 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 13,937 | 952 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 13,098 | 925 | 0.0% | 0.0% | 51 | +1,267 | 10.71% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,828 | 876 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,419 | 824 | 0.0% | 0.0% | 53 | +191 | 1.7% | Q3 2026 | Oct 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,817 | 807 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smart Money Group LLC | History | No change | 11,363 | 776 | 0.2% | 0.2% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 10,927 | 772 | 0.01% | 0.01% | 56 | +603 | 5.84% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,094 | 758 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,500 | 717 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,531 | 673 | 0.0% | — | 59 | +9,531 | New | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 9,560 | 653 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 9,201 | 650 | 0.1% | 0.14% | 61 | -4,077 | -30.7% | Q3 2026 | Oct 20, 2026 |
| Sigma Planning Corp | History | Reduced | 9,165 | 646 | 0.02% | 0.02% | 62 | -674 | -6.85% | Q3 2026 | Oct 23, 2026 |
| City Center Advisors, LLC | History | Added to | 9,083 | 641 | 0.49% | 0.34% | 63 | +2,859 | 45.94% | Q3 2026 | Oct 07, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 8,880 | 640 | 0.32% | 0.35% | 64 | -108 | -1.2% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,272 | 633 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,155 | 625 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 8,685 | 593 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 8,345 | 589 | 0.08% | 0.08% | 68 | -100 | -1.18% | Q3 2026 | Nov 02, 2026 |
| Betterment LLC | History | No change | 8,199 | 560 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,202 | 560 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Brookstone Capital Management | History | Added to | 7,495 | 529 | 0.01% | 0.0% | 71 | +945 | 14.43% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,693 | 525 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 7,552 | 516 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,443 | 508 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 7,288 | 498 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,172 | 490 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,957 | 475 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,794 | 464 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Unified Investment Management | History | No change | 6,150 | 434 | 0.38% | 0.39% | 79 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,304 | 430 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 6,250 | 427 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,151 | 420 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | Reduced | 5,785 | 408 | 0.05% | 0.13% | 83 | -7,796 | -57.4% | Q3 2026 | Oct 29, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,521 | 390 | 0.12% | 0.12% | 84 | +2 | 0.04% | Q3 2026 | Oct 23, 2026 |
| Valley Financial Group, Inc. | History | No change | 5,540 | 378 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Advocates LLC | History | Added to | 5,159 | 364 | 1.4% | 1.35% | 86 | +51 | 1.0% | Q3 2026 | Nov 03, 2026 |
| Ascent Group, LLC | History | Added to | 5,133 | 362 | 0.01% | 0.01% | 87 | +36 | 0.71% | Q3 2026 | Oct 30, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 4,985 | 352 | 0.02% | 0.02% | 88 | -12 | -0.24% | Q3 2026 | Oct 20, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,133 | 350 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 4,509 | 318 | 0.04% | 0.04% | 90 | -150 | -3.22% | Q3 2026 | Nov 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,497 | 317 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,580 | 312 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 4,411 | 311 | 0.02% | 0.03% | 93 | -286 | -6.09% | Q3 2026 | Oct 16, 2026 |
| World Investment Advisors | History | No change | 4,525 | 308 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,308 | 304 | 0.01% | 0.01% | 95 | -630 | -12.76% | Q3 2026 | Oct 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,424 | 302 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,215 | 288 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Drake & Associates, LLC | History | No change | 4,129 | 282 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,819 | 260 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,818 | 260 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JB Capital LLC | History | Added to | 3,640 | 257 | 0.01% | 0.01% | 101 | +8 | 0.22% | Q3 2026 | Oct 19, 2026 |
| Sowell Financial Services LLC | History | New | 3,582 | 253 | 0.01% | — | 102 | +3,582 | New | Q3 2026 | Oct 23, 2026 |
| Aviance Capital Partners, LLC | History | No change | 3,546 | 250 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 3,615 | 247 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMG National Trust Bank | History | No change | 3,551 | 242 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 3,530 | 241 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Way Holdings LLC | History | Added to | 3,348 | 236 | 0.01% | 0.01% | 107 | +51 | 1.55% | Q3 2026 | Oct 29, 2026 |
| Sovran Advisors, LLC | History | No change | 3,122 | 232 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,219 | 227 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BRIGHTON JONES LLC | History | New | 3,129 | 221 | 0.0% | — | 110 | +3,129 | New | Q3 2026 | Nov 03, 2026 |
| Darwin Wealth Management, LLC | History | No change | 3,107 | 212 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 2,881 | 203 | 0.01% | 0.0% | 113 | -227 | -7.3% | Q3 2026 | Oct 21, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,886 | 203 | 0.07% | 0.05% | 112 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,962 | 202 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mission Financial Group, LLC | History | New | 2,845 | 201 | 0.16% | — | 115 | +2,845 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,593 | 183 | 0.0% | 0.0% | 116 | -666 | -20.44% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 2,078 | 141 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,007 | 137 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 1,610 | 110 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 1,458 | 99 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 1,323 | 90 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,050 | 71 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 972 | 68 | 0.0% | 0.0% | 124 | -2,462 | -71.69% | Q3 2026 | Oct 16, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,009 | 68 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 919 | 64 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 797 | 56 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Qube Research & Technologies Ltd | History | No change | 822 | 56 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 800 | 54 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 688 | 48 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 658 | 44 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 605 | 41 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 585 | 41 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Abound Wealth Management | History | No change | 529 | 37 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ankerstar Wealth, LLC | History | No change | 475 | 32 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 423 | 28 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 418 | 28 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 394 | 26 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 360 | 25 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 335 | 23 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 278 | 19 | 0.0% | 0.0% | 140 | +1 | 0.36% | Q3 2026 | Nov 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 291 | 19 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 279 | 19 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 267 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 245 | 17 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | Reduced | 200 | 14 | 0.0% | 0.0% | 145 | -83 | -29.33% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | Reduced | 157 | 11 | 0.0% | 0.0% | 146 | -20 | -11.3% | Q3 2026 | Oct 21, 2026 |
| SHP Wealth Management | History | No change | 172 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atomic Invest LLC | History | No change | 161 | 10 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Russell Investments Group, Ltd. | History | No change | 135 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Latitude Advisors, LLC | History | New | 123 | 8 | 0.0% | — | 151 | +123 | New | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 118 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 108 | 7 | 0.01% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | No change | 102 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Buck Wealth Strategies, LLC | History | New | 93 | 6 | 0.0% | — | 155 | +93 | New | Q3 2026 | Oct 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 99 | 6 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 80 | 5 | 0.0% | — | 158 | +80 | New | Q3 2026 | Nov 04, 2026 |
| NVWM, LLC | History | Reduced | 75 | 5 | 0.0% | 0.0% | 157 | -9 | -10.71% | Q3 2026 | Oct 14, 2026 |
| HOWE & RUSLING INC | History | No change | 74 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | New | 68 | 4 | 0.0% | — | 160 | +68 | New | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 73 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 54 | 3 | 0.0% | — | 164 | +54 | New | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 45 | 3 | 0.0% | — | 165 | +45 | New | Q3 2026 | Oct 21, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 49 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mosley Wealth Management | History | No change | 53 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 50 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Johnson Financial Group, Inc. | History | No change | 35 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 34 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 39 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BAYBAN | History | No change | 30 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GODSEY & GIBB, INC | History | New | 23 | 1 | 0.0% | — | 174 | +23 | New | Q3 2026 | Oct 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 21 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,111 | -100.0% | Q3 2026 | Oct 08, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,505 | -100.0% | Q3 2026 | Nov 03, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2026 | Oct 15, 2026 |
| William Mack & Associates, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q3 2026 | Oct 15, 2026 |
| POM Investment Strategies, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 20, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |