FIDELITY COVINGTON TRUST - FDMO
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 | 2,731,087 | 269,203 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,463,420 | 144,249 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 263,839 | 26,006 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 218,910 | 21,577 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 175,534 | 17,302 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portfolio Strategies, Inc. | History | No change | 150,137 | 14,798 | 1.45% | 1.45% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 134,356 | 12,763 | 1.12% | 1.2% | 7 | -2,647 | -1.93% | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 106,450 | 10,492 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 106,011 | 10,071 | 0.02% | 0.02% | 9 | +598 | 0.57% | Q3 2026 | Nov 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 90,813 | 8,627 | 0.34% | — | 10 | +90,813 | New | Q3 2026 | Oct 13, 2026 |
| Mosley Wealth Management | History | Added to | 90,977 | 8,488 | 2.47% | 2.73% | 11 | +3,914 | 4.5% | Q3 2026 | Oct 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 83,654 | 8,156 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | New | 77,253 | 7,339 | 0.12% | — | 13 | +77,253 | New | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,650 | 6,711 | 0.01% | 0.01% | 14 | -1,448 | -2.01% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 67,963 | 6,456 | 0.07% | 0.07% | 15 | -829 | -1.21% | Q3 2026 | Oct 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 62,971 | 6,207 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 54,666 | 5,388 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 51,975 | 4,937 | 1.55% | 1.75% | 18 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 49,900 | 4,919 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 49,024 | 4,657 | 0.01% | 0.07% | 20 | -175,890 | -78.2% | Q3 2026 | Nov 02, 2026 |
| Strategic Blueprint, LLC | History | Added to | 48,483 | 4,605 | 0.23% | 0.22% | 21 | +4,080 | 9.19% | Q3 2026 | Oct 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 45,700 | 4,504 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 39,016 | 3,845 | 2.12% | 2.12% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,285 | 3,182 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31,925 | 3,147 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,126 | 3,068 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 29,096 | 2,764 | 0.18% | 0.54% | 27 | -54,885 | -65.35% | Q3 2026 | Oct 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 27,879 | 2,748 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Reduced | 28,736 | 2,729 | 0.03% | 0.03% | 29 | -335 | -1.15% | Q3 2026 | Oct 15, 2026 |
| Midwest Financial Network, LLC | History | Added to | 28,278 | 2,686 | 1.83% | 0.79% | 30 | +16,597 | 142.09% | Q3 2026 | Oct 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 24,606 | 2,425 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 23,532 | 2,319 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rehmann Capital Advisory Group | History | No change | 17,154 | 1,690 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| &PARTNERS | History | No change | 17,412 | 1,659 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,909 | 1,568 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 15,464 | 1,524 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 15,238 | 1,502 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,374 | 1,471 | 0.0% | 0.0% | 38 | -575 | -3.61% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,621 | 1,293 | 0.07% | 0.01% | 39 | +11,464 | 531.48% | Q3 2026 | Oct 21, 2026 |
| Worth Asset Management, LLC | History | Added to | 13,264 | 1,260 | 0.37% | 0.26% | 40 | +4,961 | 59.75% | Q3 2026 | Oct 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,840 | 1,167 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 11,955 | 1,135 | 0.32% | 0.33% | 42 | +13 | 0.11% | Q3 2026 | Oct 26, 2026 |
| Private Advisor Group, LLC | History | No change | 11,375 | 1,121 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 11,256 | 1,069 | 0.01% | 0.01% | 44 | +1,002 | 9.77% | Q3 2026 | Oct 28, 2026 |
| Madison Wealth Partners, Inc | History | No change | 10,787 | 1,063 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,703 | 921 | 0.02% | 0.02% | 46 | -1,382 | -12.47% | Q3 2026 | Nov 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,272 | 913 | 0.13% | 0.13% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,026 | 889 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,740 | 861 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 8,874 | 843 | 0.07% | 1.48% | 50 | -163,563 | -94.85% | Q3 2026 | Nov 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,227 | 810 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 7,444 | 710 | 0.13% | 0.14% | 52 | -16 | -0.21% | Q3 2026 | Nov 03, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 7,116 | 676 | 0.01% | 0.01% | 53 | +273 | 3.99% | Q3 2026 | Oct 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,784 | 668 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,998 | 664 | 0.0% | 0.01% | 55 | -4,859 | -40.98% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,630 | 653 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inscription Capital, LLC | History | No change | 6,610 | 627 | 0.07% | 0.06% | 57 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 6,326 | 600 | 0.21% | 0.21% | 58 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 5,851 | 575 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 5,783 | 549 | 0.02% | 0.02% | 60 | -1,028 | -15.09% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,556 | 547 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Reduced | 5,497 | 522 | 0.02% | 0.02% | 62 | -67 | -1.2% | Q3 2026 | Oct 30, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 4,913 | 484 | 0.2% | 0.2% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 4,974 | 472 | 0.0% | 0.0% | 64 | +2,116 | 74.04% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,756 | 468 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,519 | 445 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Darwin Wealth Management, LLC | History | No change | 4,339 | 427 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROCKLAND TRUST CO | History | Added to | 4,432 | 421 | 0.02% | 0.01% | 68 | +1,197 | 37.0% | Q3 2026 | Oct 05, 2026 |
| HRT FINANCIAL LP | History | No change | 4,274 | 421 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,168 | 410 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Linscomb Wealth, Inc. | History | No change | 4,000 | 380 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 3,670 | 361 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 3,064 | 302 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,990 | 294 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,877 | 283 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 2,587 | 254 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,496 | 237 | 0.01% | 0.01% | 77 | +9 | 0.36% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Counsel, Inc | History | No change | 2,360 | 224 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 2,349 | 223 | 0.07% | 0.09% | 79 | -429 | -15.44% | Q3 2026 | Oct 16, 2026 |
| SteelPeak Wealth, LLC | History | New | 2,235 | 212 | 0.01% | — | 81 | +2,235 | New | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 2,153 | 212 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORONJY FINANCIAL LLC | History | New | 2,228 | 211 | 0.07% | — | 82 | +2,228 | New | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,839 | 181 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Point Wealth Management, LLC | History | Added to | 1,023 | 97 | 0.08% | 0.08% | 84 | +2 | 0.2% | Q3 2026 | Nov 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 879 | 86 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 664 | 63 | 0.0% | 0.0% | 86 | +17 | 2.63% | Q3 2026 | Nov 05, 2026 |
| Latitude Advisors, LLC | History | New | 572 | 54 | 0.02% | — | 87 | +572 | New | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 513 | 50 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 446 | 43 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 429 | 40 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 300 | 29 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 274 | 27 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 244 | 24 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 244 | 23 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 220 | 21 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 178 | 16 | 0.0% | 0.0% | 99 | -1,236 | -87.41% | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 164 | 16 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 164 | 16 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 174 | 16 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bogart Wealth, LLC | History | No change | 130 | 12 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 118 | 11 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| UBS Group AG | History | No change | 83 | 8 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Community Financial Services Group, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SHP Wealth Management | History | No change | 67 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 64 | 6 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57 | 5 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Center for Financial Planning, Inc. | History | New | 52 | 4 | 0.0% | — | 111 | +52 | New | Q3 2026 | Oct 26, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 46 | 4 | 0.0% | — | 112 | +46 | New | Q3 2026 | Oct 27, 2026 |
| First Command Advisory Services, Inc. | History | New | 44 | 4 | 0.0% | — | 110 | +44 | New | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 44 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | No change | 39 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| High Note Wealth, LLC | History | New | 27 | 2 | 0.0% | — | 117 | +27 | New | Q3 2026 | Oct 27, 2026 |
| Balance Wealth Partners LLC | History | New | 25 | 2 | 0.0% | — | 118 | +25 | New | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 22 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 20 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 30 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 14 | 1 | 0.0% | — | 122 | +14 | New | Q3 2026 | Nov 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 13 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 15 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 4.85% | — | -127,358 | -100.0% | Q3 2026 | Oct 28, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -7,983 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,340 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,782 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -625 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Elyxium Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Kings Path Partners LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |