FIDELITY COVINGTON TRUST - FELC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 35 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 47,246,202 | 1,803,387 | 0.09% | 0.08% | 1 | +8,462,725 | 21.82% | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 3,606,912 | 137,675 | 8.34% | 8.04% | 2 | +157,975 | 4.58% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,329,851 | 127,100 | 0.17% | 0.14% | 3 | +489,073 | 17.22% | Q4 2025 | Feb 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 2,710,665 | 103,466 | 13.84% | 13.41% | 4 | +219,527 | 8.81% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 2,653,482 | 101,283 | 0.03% | 0.03% | 5 | +301,991 | 12.84% | Q4 2025 | Feb 11, 2026 |
| EdgeRock Capital LLC | History | Added to | 1,966,767 | 75,081 | 19.98% | 20.12% | 6 | +27,562 | 1.42% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,709,182 | 65,239 | 0.07% | 0.06% | 7 | +191,407 | 12.61% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 1,525,842 | 58,241 | 4.53% | — | 8 | +1,525,842 | New | Q4 2025 | Mar 04, 2026 |
| CWM, LLC | History | Added to | 1,396,617 | 53,309 | 0.14% | 0.04% | 9 | +1,073,930 | 332.81% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,300,235 | 49,636 | 0.07% | 0.07% | 10 | -57,124 | -4.21% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,144,814 | 43,697 | 0.16% | 0.14% | 11 | +293,583 | 34.49% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,131,143 | 43,175 | 0.03% | 0.02% | 12 | +355,835 | 45.9% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,114,000 | 42,521 | 0.06% | 0.05% | 13 | +164,700 | 17.35% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 882,121 | 33,670 | 0.14% | 0.14% | 14 | +46,313 | 5.54% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 779,056 | 29,736 | 0.01% | 0.01% | 15 | +207,910 | 36.4% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 717,452 | 27,385 | 0.0% | 0.0% | 16 | +49,881 | 7.47% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 622,996 | 23,779 | 0.01% | 0.0% | 17 | +472,558 | 314.12% | Q4 2025 | Feb 17, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | New | 480,387 | 18,336 | 15.08% | — | 18 | +480,387 | New | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 475,986 | 18,168 | 0.01% | 0.01% | 19 | +9,261 | 1.98% | Q4 2025 | Feb 10, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 397,652 | 15,178 | 3.25% | 3.19% | 20 | +9,068 | 2.33% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 387,037 | 14,773 | 0.0% | 0.0% | 21 | +367,736 | 1905.27% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 343,482 | 13,110 | 0.01% | 0.02% | 22 | -97,581 | -22.12% | Q4 2025 | Feb 17, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 299,546 | 11,433 | 8.44% | 8.09% | 23 | +16,469 | 5.82% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 242,371 | 9,251 | 2.69% | 2.48% | 24 | +40,074 | 19.81% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 223,905 | 8,662 | 0.01% | 0.01% | 25 | -1,304 | -0.58% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 191,822 | 7,321 | 0.01% | 0.01% | 26 | +247 | 0.13% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 190,676 | 7,278 | 0.0% | — | 27 | +190,676 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 175,011 | 6,680 | 0.05% | 0.05% | 28 | +10,477 | 6.37% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 170,434 | 6,505 | 0.1% | 0.11% | 29 | -13,447 | -7.31% | Q4 2025 | Feb 12, 2026 |
| Clearwave Capital, LLC | History | New | 165,269 | 6,308 | 4.66% | — | 30 | +165,269 | New | Q4 2025 | Mar 02, 2026 |
| Williams & Novak, LLC | History | Added to | 156,702 | 5,981 | 4.5% | 4.42% | 31 | +2,356 | 1.53% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 152,331 | 5,814 | 0.02% | 0.02% | 32 | -6,377 | -4.02% | Q4 2025 | Feb 05, 2026 |
| Able Wealth Management LLC | History | Added to | 150,850 | 5,757 | 1.82% | 2.09% | 33 | +1,382 | 0.92% | Q4 2025 | Jan 27, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 150,818 | 5,756 | 2.04% | 2.03% | 34 | -811 | -0.53% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 149,715 | 5,714 | 0.01% | 0.0% | 35 | +39,725 | 36.12% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 136,934 | 5,226 | 0.0% | 0.0% | 36 | +56,709 | 70.69% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 113,419 | 4,329 | 0.01% | 0.01% | 37 | +2,235 | 2.01% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 104,971 | 4,053 | 0.47% | 0.57% | 38 | -16,918 | -13.88% | Q4 2025 | Feb 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 105,951 | 4,044 | 0.19% | 0.17% | 39 | +20,656 | 24.22% | Q4 2025 | Jan 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 104,541 | 4,006 | 1.13% | 1.12% | 40 | +6,269 | 6.38% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 103,903 | 3,966 | 0.0% | 0.0% | 41 | +58,081 | 126.75% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 89,991 | 3,434 | 0.04% | 0.01% | 42 | +71,705 | 392.13% | Q4 2025 | Jan 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 80,399 | 3,068 | 0.68% | 0.71% | 43 | +1,618 | 2.05% | Q4 2025 | Jan 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 78,917 | 3,012 | 0.0% | 0.0% | 44 | +52,934 | 203.73% | Q4 2025 | Feb 17, 2026 |
| Investmark Advisory Group LLC | History | Added to | 75,252 | 2,872 | 1.22% | 1.14% | 45 | +4,999 | 7.12% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 72,480 | 2,766 | 0.38% | — | 46 | +72,480 | New | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 70,335 | 2,684 | 0.0% | 0.0% | 47 | +932 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 65,994 | 2,518 | 0.37% | 0.37% | 48 | +148 | 0.22% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 65,299 | 2,492 | 0.01% | 0.0% | 49 | +45,970 | 237.83% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 58,807 | 2,245 | 0.0% | 0.0% | 50 | +6,426 | 12.27% | Q4 2025 | Feb 12, 2026 |
| M Holdings Securities, Inc. | History | New | 57,098 | 2,179 | 0.16% | — | 51 | +57,098 | New | Q4 2025 | Feb 11, 2026 |
| AAF Wealth Management, LLC | History | Added to | 54,408 | 2,076 | 0.88% | 0.9% | 52 | +1,019 | 1.91% | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 51,041 | 1,948 | 0.15% | 0.16% | 53 | +2,957 | 6.15% | Q4 2025 | Jan 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 50,573 | 1,930 | 0.0% | 0.0% | 54 | -19,286 | -27.61% | Q4 2025 | Feb 02, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 50,485 | 1,910 | 0.88% | 0.92% | 55 | +1,403 | 2.86% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 49,759 | 1,899 | 0.01% | 0.01% | 56 | -1,695 | -3.29% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 48,906 | 1,866 | 0.01% | 0.01% | 57 | -687 | -1.39% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,941 | 1,791 | 0.01% | 0.01% | 58 | +16,598 | 54.7% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 44,584 | 1,701 | 0.0% | 0.0% | 59 | +9,196 | 25.99% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 42,822 | 1,634 | 0.05% | — | 60 | +42,822 | New | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Added to | 42,808 | 1,633 | 0.0% | 0.0% | 61 | +14,246 | 49.88% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,720 | 1,630 | 0.0% | 0.0% | 62 | +21,496 | 101.28% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 41,177 | 1,571 | 0.23% | 0.2% | 63 | +5,772 | 16.3% | Q4 2025 | Feb 02, 2026 |
| Element Wealth, LLC | History | Added to | 39,487 | 1,507 | 0.62% | 0.27% | 64 | +22,720 | 135.5% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 39,098 | 1,492 | 0.07% | 0.07% | 65 | +547 | 1.42% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 36,501 | 1,393 | 0.22% | — | 66 | +36,501 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 36,431 | 1,390 | 0.06% | 0.05% | 67 | +5,973 | 19.61% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 35,771 | 1,365 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 34,801 | 1,328 | 0.0% | 0.0% | 69 | +15,135 | 76.96% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 33,678 | 1,285 | 0.06% | 0.05% | 70 | +3,713 | 12.39% | Q4 2025 | Jan 21, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 32,381 | 1,235 | 0.15% | 0.16% | 71 | +58 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Reduced | 31,376 | 1,197 | 0.11% | 0.12% | 72 | -1,410 | -4.3% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,954 | 1,143 | 0.04% | 0.03% | 73 | +7,699 | 34.59% | Q4 2025 | Jan 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 29,780 | 1,136 | 0.15% | — | 74 | +29,780 | New | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,700 | 1,095 | 0.0% | 0.0% | 75 | -42,000 | -59.41% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,068 | 1,071 | 0.02% | 0.02% | 76 | +3,045 | 12.17% | Q4 2025 | Feb 09, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 26,147 | 998 | 0.67% | 0.78% | 77 | -5,065 | -16.23% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 25,923 | 989 | 0.02% | 0.02% | 78 | +58 | 0.22% | Q4 2025 | Feb 19, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 23,848 | 911 | 0.35% | 0.37% | 79 | +587 | 2.52% | Q4 2025 | Jan 21, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 22,810 | 870 | 0.52% | 0.52% | 80 | -30 | -0.13% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | No change | 23,191 | 864 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Csenge Advisory Group | History | Added to | 21,900 | 835 | 0.04% | 0.04% | 82 | +1,205 | 5.82% | Q4 2025 | Feb 06, 2026 |
| PCA Investment Advisory Services Inc. | History | New | 20,223 | 771 | 0.27% | — | 83 | +20,223 | New | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,094 | 766 | 0.01% | 0.01% | 84 | +2,872 | 16.68% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 20,006 | 763 | 0.0% | — | 85 | +20,006 | New | Q4 2025 | Feb 06, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 20,003 | 763 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,842 | 642 | 0.03% | 0.01% | 87 | +10,733 | 175.69% | Q4 2025 | Jan 26, 2026 |
| Alchemi Wealth, LLC | History | New | 16,685 | 636 | 0.35% | — | 88 | +16,685 | New | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,540 | 631 | 0.01% | 0.01% | 89 | +34 | 0.21% | Q4 2025 | Feb 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,314 | 584 | 0.01% | 0.01% | 90 | -78 | -0.51% | Q4 2025 | Jan 29, 2026 |
| Elevation Wealth Management LLC | History | New | 15,015 | 573 | 0.55% | — | 91 | +15,015 | New | Q4 2025 | Feb 12, 2026 |
| Geneva Partners, LLC | History | Added to | 14,767 | 563 | 0.2% | 0.2% | 92 | +264 | 1.82% | Q4 2025 | Feb 03, 2026 |
| Financial Perspectives, Inc | History | Added to | 14,682 | 560 | 0.15% | 0.13% | 93 | +1,833 | 14.27% | Q4 2025 | Jan 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 14,307 | 546 | 0.03% | — | 94 | +14,307 | New | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 13,925 | 531 | 0.0% | 0.0% | 95 | -808 | -5.48% | Q4 2025 | Jan 29, 2026 |
| BIP Wealth, LLC | History | New | 13,874 | 529 | 0.02% | — | 96 | +13,874 | New | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,636 | 520 | 0.01% | 0.01% | 97 | +308 | 2.31% | Q4 2025 | Feb 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 13,601 | 519 | 0.01% | 0.01% | 98 | -3,028 | -18.21% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 13,471 | 514 | 0.03% | 0.03% | 99 | +3,481 | 34.84% | Q4 2025 | Feb 20, 2026 |
| NCM Capital Management, LLC | History | Added to | 13,420 | 512 | 0.19% | 0.19% | 100 | +30 | 0.22% | Q4 2025 | Mar 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,140 | 501 | 0.0% | 0.0% | 101 | +1,952 | 17.45% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 13,063 | 498 | 0.0% | — | 102 | +13,063 | New | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 12,919 | 493 | 0.42% | 0.43% | 103 | +30 | 0.23% | Q4 2025 | Jan 26, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 12,831 | 489 | 0.27% | 0.28% | 104 | -78 | -0.6% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | New | 12,725 | 485 | 0.02% | — | 105 | +12,725 | New | Q4 2025 | Feb 17, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 12,619 | 481 | 0.11% | 0.13% | 106 | +164 | 1.32% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,471 | 476 | 0.0% | 0.0% | 107 | +11,250 | 921.38% | Q4 2025 | Feb 12, 2026 |
| Storgate, LLC | History | New | 12,246 | 467 | 0.38% | — | 108 | +12,246 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 12,227 | 466 | 0.16% | — | 109 | +12,227 | New | Q4 2025 | Mar 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 12,136 | 463 | 0.01% | — | 111 | +12,136 | New | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Added to | 12,145 | 463 | 0.0% | 0.0% | 110 | +153 | 1.28% | Q4 2025 | Jan 30, 2026 |
| Hudock, Inc. | History | No change | 11,860 | 452 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lighthouse Financial LLC | History | Reduced | 11,750 | 448 | 0.29% | 0.32% | 113 | -1,200 | -9.27% | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,683 | 445 | 0.03% | 0.03% | 114 | +20 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 11,322 | 432 | 0.08% | 0.07% | 115 | +1,209 | 11.95% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | No change | 10,772 | 411 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Added to | 10,147 | 390 | 0.0% | 0.0% | 117 | +19 | 0.19% | Q4 2025 | Jan 23, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 10,062 | 384 | 0.11% | 0.12% | 118 | +23 | 0.23% | Q4 2025 | Jan 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,417 | 359 | 0.02% | 0.01% | 119 | +1,000 | 11.88% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,355 | 357 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 21,192 | 326 | 0.01% | 0.02% | 121 | -2,255 | -9.62% | Q4 2025 | Feb 11, 2026 |
| HERBST GROUP, LLC | History | Added to | 8,456 | 322 | 0.19% | 0.19% | 122 | +260 | 3.17% | Q4 2025 | Jan 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,371 | 319 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | New | 8,134 | 315 | 0.04% | — | 124 | +8,134 | New | Q4 2025 | Feb 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 8,052 | 307 | 0.05% | 0.58% | 125 | -76,767 | -90.51% | Q4 2025 | Jan 12, 2026 |
| Leo Wealth, LLC | History | Added to | 7,976 | 304 | 0.02% | 0.04% | 126 | +222 | 2.86% | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | Added to | 7,722 | 294 | 0.03% | 0.03% | 127 | +18 | 0.23% | Q4 2025 | Feb 26, 2026 |
| Capital Analysts, LLC | History | Added to | 7,590 | 290 | 0.01% | 0.0% | 128 | +5,245 | 223.67% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 7,612 | 290 | 0.01% | 0.01% | 129 | -283 | -3.58% | Q4 2025 | Jan 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 7,450 | 284 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 7,353 | 280 | 0.0% | 0.0% | 131 | +1,490 | 25.41% | Q4 2025 | Jan 26, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 7,267 | 277 | 0.05% | 0.04% | 132 | +212 | 3.0% | Q4 2025 | Jan 28, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 7,234 | 276 | 0.12% | 0.1% | 133 | +248 | 3.55% | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,093 | 270 | 0.0% | — | 134 | +7,093 | New | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,047 | 268 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,998 | 267 | 0.01% | 0.01% | 136 | +15 | 0.21% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,949 | 265 | 0.0% | 0.0% | 137 | +3,253 | 88.01% | Q4 2025 | Feb 12, 2026 |
| King Wealth Management Group | History | Added to | 6,815 | 260 | 0.03% | 0.03% | 138 | +13 | 0.19% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,648 | 253 | 0.0% | 0.0% | 139 | +849 | 14.64% | Q4 2025 | Mar 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 6,434 | 247 | 0.02% | — | 141 | +6,434 | New | Q4 2025 | Jan 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 6,490 | 247 | 0.0% | 0.0% | 140 | -1,327 | -16.98% | Q4 2025 | Feb 09, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 6,495 | 247 | 0.03% | 0.02% | 142 | +14 | 0.22% | Q4 2025 | Feb 11, 2026 |
| Marion Wealth Management | History | New | 6,338 | 242 | 0.05% | — | 144 | +6,338 | New | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 6,350 | 242 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fiduciary Group, LLC | History | No change | 6,329 | 241 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,232 | 237 | 0.0% | 0.0% | 146 | +4,634 | 289.99% | Q4 2025 | Mar 16, 2026 |
| Rolek Wealth Management LLC | History | Added to | 6,060 | 231 | 0.16% | 0.17% | 147 | +3 | 0.05% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,926 | 226 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,872 | 224 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Powerhouse Assets LLC | History | New | 5,849 | 223 | 0.2% | — | 150 | +5,849 | New | Q4 2025 | Jan 15, 2026 |
| Calamos Wealth Management LLC | History | New | 5,786 | 220 | 0.01% | — | 151 | +5,786 | New | Q4 2025 | Jan 29, 2026 |
| CLG LLC | History | Added to | 5,714 | 218 | 0.05% | 0.06% | 152 | +13 | 0.23% | Q4 2025 | Jan 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 5,688 | 217 | 0.01% | — | 153 | +5,688 | New | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,507 | 210 | 0.0% | 0.0% | 154 | +2 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Reduced | 5,491 | 209 | 0.01% | 0.01% | 155 | -260 | -4.52% | Q4 2025 | Feb 06, 2026 |
| Next Level Private LLC | History | New | 5,397 | 206 | 0.05% | — | 156 | +5,397 | New | Q4 2025 | Jan 07, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 5,356 | 204 | 0.04% | — | 157 | +5,356 | New | Q4 2025 | Feb 09, 2026 |
| Roxbury Financial LLC | History | Added to | 5,321 | 203 | 0.18% | 0.18% | 158 | +4 | 0.08% | Q4 2025 | Jan 05, 2026 |
| Sigma Planning Corp | History | New | 5,270 | 201 | 0.01% | — | 159 | +5,270 | New | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 5,224 | 199 | 0.0% | — | 160 | +5,224 | New | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 4,628 | 176 | 0.15% | 0.18% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | No change | 4,519 | 172 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 4,138 | 157 | 0.0% | 0.0% | 163 | +3,721 | 892.33% | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 3,378 | 128 | 0.13% | — | 164 | +3,378 | New | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,347 | 127 | 0.05% | 0.04% | 165 | +7 | 0.21% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,186 | 121 | 0.0% | 0.0% | 166 | +18 | 0.57% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,002 | 114 | 0.0% | 0.0% | 167 | +1,124 | 59.85% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,847 | 108 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Reduced | 2,746 | 104 | 0.0% | 0.0% | 169 | -158 | -5.44% | Q4 2025 | Jan 23, 2026 |
| CURIO WEALTH, LLC | History | No change | 2,644 | 102 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 2,496 | 95 | 0.03% | 0.03% | 172 | +6 | 0.24% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,489 | 95 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | New | 2,377 | 90 | 0.02% | — | 173 | +2,377 | New | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,958 | 74 | 0.0% | 0.0% | 174 | -5,661 | -74.3% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,691 | 64 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 1,607 | 61 | 0.0% | — | 176 | +1,607 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,584 | 60 | 0.01% | 0.01% | 177 | +4 | 0.25% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | Added to | 1,471 | 56 | 0.01% | 0.01% | 178 | +1 | 0.07% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,390 | 53 | 0.0% | 0.0% | 179 | -11 | -0.79% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,308 | 49 | 0.0% | 0.0% | 180 | -2,566 | -66.24% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 1,223 | 46 | 0.0% | 0.0% | 181 | +363 | 42.21% | Q4 2025 | Feb 06, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,231 | 46 | 0.01% | 0.01% | 182 | +3 | 0.24% | Q4 2025 | Jan 28, 2026 |
| Goodman Advisory Group, LLC | History | No change | 1,125 | 42 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | New | 1,054 | 40 | 0.0% | — | 184 | +1,054 | New | Q4 2025 | Jan 30, 2026 |
| Anchor Investment Management, LLC | History | New | 994 | 37 | 0.0% | — | 185 | +994 | New | Q4 2025 | Feb 26, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 944 | 36 | 0.0% | — | 186 | +944 | New | Q4 2025 | Feb 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 897 | 34 | 0.0% | — | 187 | +897 | New | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Added to | 899 | 34 | 0.0% | 0.0% | 188 | +1 | 0.11% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 859 | 32 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Dunhill Financial, LLC | History | No change | 859 | 32 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | New | 830 | 31 | 0.01% | — | 191 | +830 | New | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 804 | 30 | 0.0% | — | 192 | +804 | New | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | History | No change | 704 | 26 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 575 | 21 | 0.02% | — | 194 | +575 | New | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | New | 556 | 21 | 0.02% | — | 195 | +556 | New | Q4 2025 | Mar 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 343 | 13 | 0.01% | 0.01% | 197 | -343 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 345 | 13 | 0.0% | 0.0% | 196 | +117 | 51.32% | Q4 2025 | Jan 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 306 | 11 | 0.0% | — | 198 | +306 | New | Q4 2025 | Jan 08, 2026 |
| Concord Wealth Partners | History | Added to | 255 | 9 | 0.0% | 0.0% | 199 | +1 | 0.39% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 208 | 7 | 0.0% | — | 201 | +208 | New | Q4 2025 | Feb 05, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 192 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 180 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 148 | 5 | 0.0% | — | 204 | +148 | New | Q4 2025 | Feb 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 141 | 5 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 119 | 4 | 0.0% | 0.28% | 206 | -241,399 | -99.95% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 125 | 4 | 0.0% | 0.0% | 207 | -275 | -68.75% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 129 | 4 | 0.0% | — | 205 | +129 | New | Q4 2025 | Feb 09, 2026 |
| High Point Wealth Management, LLC | History | New | 121 | 4 | 0.0% | — | 209 | +121 | New | Q4 2025 | Jan 29, 2026 |
| Crews Bank & Trust | History | New | 108 | 4 | 0.0% | — | 208 | +108 | New | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 90 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | New | 52 | 1 | 0.0% | — | 214 | +52 | New | Q4 2025 | Jan 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 31 | 1 | 0.0% | — | 215 | +31 | New | Q4 2025 | Jan 22, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -131,549 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -14,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,811 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,012 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,882 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,504 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,500 | -100.0% | Q3 2025 | Feb 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -6,294 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,745 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,840 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,132 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -591 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Barnes Dennig Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AdvisorNet Financial, Inc | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |