FIDELITY COVINGTON TRUST - FELC
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 | Added to | 51,712,717 | 2,167,279 | 0.09% | 0.09% | 1 | +2,870,424 | 5.88% | Q2 2026 | Aug 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 3,815,632 | 159,913 | 8.51% | 8.42% | 2 | +12,281 | 0.32% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,733,082 | 156,453 | 0.2% | 0.18% | 3 | +188,525 | 5.32% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,712,785 | 155,602 | 0.46% | 0.25% | 4 | +1,819,688 | 96.12% | Q2 2026 | Aug 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 3,484,948 | 146,054 | 16.49% | 15.49% | 5 | +180,894 | 5.47% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | Added to | 3,143,965 | 131,763 | 0.03% | 0.03% | 6 | +296,468 | 10.41% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,093,813 | 129,661 | 0.63% | 0.63% | 7 | -45,581 | -1.45% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,145,974 | 89,937 | 0.02% | 0.02% | 8 | +78,512 | 3.8% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,121,806 | 88,924 | 0.01% | 0.0% | 9 | +2,020,098 | 1986.17% | Q2 2026 | Sep 02, 2026 |
| EdgeRock Capital LLC | History | Added to | 1,980,837 | 83,016 | 18.81% | 18.85% | 10 | +62,155 | 3.24% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | Added to | 1,708,384 | 71,598 | 4.92% | 4.56% | 11 | +40,399 | 2.42% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,704,460 | 71,433 | 0.07% | 0.07% | 12 | -18,960 | -1.1% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,575,565 | 66,031 | 0.02% | 0.01% | 13 | +288,440 | 22.41% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,693,968 | 61,440 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,179,784 | 49,444 | 0.03% | 0.02% | 15 | +101,541 | 9.42% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,151,711 | 48,276 | 0.06% | 0.05% | 16 | +229,936 | 24.94% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,045,600 | 43,821 | 0.03% | 0.02% | 17 | +406,700 | 63.66% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 882,500 | 36,703 | 0.0% | 0.0% | 18 | +18,029 | 2.09% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 861,944 | 36,124 | 0.12% | 0.12% | 19 | +23,512 | 2.8% | Q2 2026 | Jul 28, 2026 |
| Stadion Money Management, LLC | History | Reduced | 824,315 | 34,547 | 2.98% | 3.16% | 20 | -41,700 | -4.82% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 769,975 | 32,269 | 3.59% | 3.71% | 21 | -20,973 | -2.65% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 725,406 | 30,902 | 0.05% | 0.01% | 22 | +606,699 | 511.09% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 663,593 | 27,846 | 0.01% | 0.01% | 23 | -115,250 | -14.8% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 529,210 | 22,179 | 0.02% | 0.01% | 24 | +187,838 | 55.02% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 504,262 | 21,133 | 0.24% | — | 25 | +504,262 | New | Q2 2026 | Aug 10, 2026 |
| Lakeridge Wealth Management LLC | History | New | 472,739 | 19,812 | 7.27% | — | 26 | +472,739 | New | Q2 2026 | Jul 14, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 453,709 | 19,014 | 12.86% | 14.0% | 27 | -19,940 | -4.21% | Q2 2026 | Jul 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 433,747 | 18,178 | 3.37% | 3.13% | 28 | +16,837 | 4.04% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 416,408 | 17,451 | 0.0% | 0.0% | 29 | +16,434 | 4.11% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 359,359 | 15,060 | 0.01% | 0.01% | 30 | +141,361 | 64.85% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 343,980 | 14,416 | 0.0% | 0.0% | 31 | +79,754 | 30.18% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 305,681 | 12,811 | 2.87% | 1.89% | 32 | +177,960 | 139.33% | Q2 2026 | Jul 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 221,851 | 9,297 | 0.02% | 0.01% | 33 | +161,486 | 267.52% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 180,540 | 8,707 | 0.04% | 0.03% | 34 | +7,916 | 4.59% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 191,204 | 8,014 | 0.0% | 0.0% | 35 | -237,713 | -55.42% | Q2 2026 | Aug 14, 2026 |
| Clearwave Capital, LLC | History | Reduced | 183,123 | 7,674 | 4.23% | 4.57% | 36 | -1,371 | -0.74% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 182,172 | 7,635 | 0.02% | 0.02% | 37 | +13,445 | 7.97% | Q2 2026 | Jul 27, 2026 |
| Williams & Novak, LLC | History | Reduced | 176,307 | 7,389 | 4.89% | 4.84% | 38 | -649 | -0.37% | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | Added to | 161,706 | 6,777 | 0.0% | 0.0% | 39 | +39,985 | 32.85% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 158,051 | 6,623 | 0.04% | 0.04% | 40 | -21,289 | -11.87% | Q2 2026 | Aug 17, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 154,046 | 6,456 | 2.1% | 1.98% | 41 | +5,573 | 3.75% | Q2 2026 | Jul 16, 2026 |
| Able Wealth Management LLC | History | Added to | 150,357 | 6,301 | 1.45% | 1.45% | 42 | +850 | 0.57% | Q2 2026 | Jul 29, 2026 |
| Gilbert Capital Group, Inc. | History | New | 140,740 | 5,898 | 4.13% | — | 43 | +140,740 | New | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | Reduced | 136,019 | 5,700 | 0.01% | 0.01% | 44 | -243 | -0.18% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 113,513 | 4,757 | 0.01% | 0.01% | 45 | +4,351 | 3.99% | Q2 2026 | Aug 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 112,714 | 4,723 | 1.16% | 1.11% | 46 | +6,047 | 5.67% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 105,438 | 4,418 | 0.11% | 0.1% | 47 | +17,159 | 19.44% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 99,342 | 4,163 | 0.03% | 0.03% | 48 | +3,058 | 3.18% | Q2 2026 | Jul 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 108,718 | 3,943 | 0.16% | 0.2% | 49 | +2,767 | 2.61% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | Added to | 92,364 | 3,870 | 0.0% | 0.0% | 50 | +1,385 | 1.52% | Q2 2026 | Aug 12, 2026 |
| Investmark Advisory Group LLC | History | Added to | 90,965 | 3,812 | 1.45% | 1.35% | 51 | +3,952 | 4.54% | Q2 2026 | Aug 07, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 85,609 | 3,587 | 0.66% | 0.65% | 52 | -3,691 | -4.13% | Q2 2026 | Aug 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 84,060 | 3,522 | 0.67% | 0.61% | 53 | +3,526 | 4.38% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 83,022 | 3,452 | 0.18% | 0.18% | 54 | +1,139 | 1.39% | Q2 2026 | Jul 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 77,944 | 3,266 | 0.43% | 0.47% | 55 | -2,892 | -3.58% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | Added to | 76,643 | 3,212 | 0.01% | 0.0% | 56 | +4,834 | 6.73% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 69,175 | 2,899 | 0.0% | 0.0% | 57 | +12,345 | 21.72% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 69,108 | 2,896 | 0.0% | 0.0% | 58 | +3,188 | 4.84% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 67,490 | 2,828 | 0.14% | 0.13% | 59 | +14,895 | 28.32% | Q2 2026 | Aug 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 66,659 | 2,792 | 1.0% | 0.84% | 60 | +14,203 | 27.08% | Q2 2026 | Aug 11, 2026 |
| KPP Advisory Services LLC | History | Reduced | 65,121 | 2,729 | 0.35% | 0.36% | 61 | -2,500 | -3.7% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Added to | 64,229 | 2,691 | 0.0% | 0.0% | 62 | +9,847 | 18.11% | Q2 2026 | Aug 13, 2026 |
| Element Wealth, LLC | History | Added to | 59,962 | 2,513 | 0.94% | 0.8% | 63 | +6,771 | 12.73% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 59,654 | 2,500 | 0.09% | — | 64 | +59,654 | New | Q2 2026 | Aug 13, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 58,975 | 2,471 | 1.23% | 8.45% | 65 | -256,001 | -81.28% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 57,575 | 2,412 | 0.05% | 0.05% | 66 | +7,664 | 15.36% | Q2 2026 | Aug 03, 2026 |
| Financial Partners Group, Inc | History | Reduced | 55,144 | 2,311 | 0.23% | 0.45% | 67 | -47,916 | -46.49% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 54,645 | 2,290 | 0.0% | 0.0% | 68 | +11,441 | 26.48% | Q2 2026 | Aug 19, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 54,228 | 2,272 | 0.3% | 0.33% | 69 | -3,359 | -5.83% | Q2 2026 | Aug 04, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 53,242 | 2,231 | 0.82% | 0.79% | 70 | -150 | -0.28% | Q2 2026 | Jul 17, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 49,853 | 2,089 | 0.56% | 0.22% | 71 | +29,417 | 143.95% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 49,543 | 2,076 | 0.0% | — | 72 | +49,543 | New | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 48,264 | 2,022 | 0.01% | 0.01% | 73 | +9,505 | 24.52% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 47,782 | 2,002 | 0.01% | 0.01% | 74 | -476 | -0.99% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 43,690 | 1,831 | 0.04% | 0.01% | 75 | +36,642 | 519.89% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 42,511 | 1,781 | 0.06% | 0.05% | 76 | +2,152 | 5.33% | Q2 2026 | Jul 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 41,461 | 1,737 | 0.21% | 0.21% | 77 | -112 | -0.27% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 40,135 | 1,682 | 0.0% | 0.01% | 78 | -7,817 | -16.3% | Q2 2026 | Aug 07, 2026 |
| InTrack Investment Management Inc | History | Added to | 40,010 | 1,676 | 0.83% | 0.14% | 79 | +33,206 | 488.04% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,901 | 1,546 | 0.02% | 0.02% | 80 | +3,350 | 9.98% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 35,895 | 1,504 | 0.01% | 0.01% | 81 | -9,771 | -21.4% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 35,750 | 1,498 | 0.01% | 0.01% | 82 | -21 | -0.06% | Q2 2026 | Jul 27, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 35,399 | 1,483 | 0.02% | — | 83 | +35,399 | New | Q2 2026 | Aug 05, 2026 |
| LongView Wealth Management | History | Added to | 35,252 | 1,477 | 0.38% | 0.26% | 84 | +8,613 | 32.33% | Q2 2026 | Jul 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 35,242 | 1,476 | 0.06% | 0.06% | 85 | +318 | 0.91% | Q2 2026 | Jul 22, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 34,816 | 1,459 | 0.0% | — | 86 | +34,816 | New | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 34,001 | 1,425 | 0.14% | 0.14% | 87 | +54 | 0.16% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | Added to | 33,566 | 1,406 | 0.06% | 0.04% | 88 | +10,000 | 42.43% | Q2 2026 | Aug 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 32,254 | 1,351 | 0.06% | 0.05% | 89 | +7,064 | 28.04% | Q2 2026 | Aug 04, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 31,368 | 1,314 | 0.63% | 0.5% | 90 | +5,427 | 20.92% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 30,032 | 1,258 | 0.0% | 0.0% | 91 | -1,990 | -6.21% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,548 | 1,238 | 0.01% | 0.01% | 92 | +917 | 3.2% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | Reduced | 29,228 | 1,224 | 0.1% | 0.1% | 93 | -2,115 | -6.75% | Q2 2026 | Jul 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 29,074 | 1,218 | 0.1% | 0.06% | 94 | +13,514 | 86.85% | Q2 2026 | Jul 28, 2026 |
| Mission Financial Group, LLC | History | New | 26,699 | 1,118 | 0.93% | — | 95 | +26,699 | New | Q2 2026 | Aug 12, 2026 |
| Storgate, LLC | History | Added to | 26,155 | 1,096 | 0.23% | 0.35% | 96 | +13,909 | 113.58% | Q2 2026 | Aug 12, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 26,002 | 1,089 | 0.3% | 0.26% | 97 | +4,232 | 19.44% | Q2 2026 | Jul 27, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 25,882 | 1,084 | 0.66% | 0.65% | 98 | -247 | -0.95% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,829 | 1,059 | 0.0% | 0.0% | 99 | +21,406 | 483.97% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 24,474 | 1,025 | 0.01% | — | 100 | +24,474 | New | Q2 2026 | Jul 20, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 24,081 | 1,009 | 0.3% | 0.3% | 101 | +155 | 0.65% | Q2 2026 | Aug 11, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 23,443 | 982 | 0.48% | 0.49% | 102 | +450 | 1.96% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 23,208 | 972 | 0.01% | 0.01% | 103 | +2,401 | 11.54% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 23,075 | 967 | 0.02% | — | 104 | +23,075 | New | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | Reduced | 21,821 | 914 | 0.05% | 0.04% | 105 | -193 | -0.88% | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,934 | 877 | 0.01% | 0.01% | 106 | +1,766 | 9.21% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 20,581 | 862 | 0.02% | 0.08% | 107 | -63,386 | -75.49% | Q2 2026 | Aug 11, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 20,003 | 838 | 0.21% | 0.21% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 18,792 | 787 | 0.59% | 0.65% | 109 | -761 | -3.89% | Q2 2026 | Jul 29, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 18,562 | 777 | 0.47% | 0.41% | 110 | +1,200 | 6.91% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 18,283 | 766 | 0.07% | 0.07% | 111 | -132 | -0.72% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 17,661 | 740 | 0.01% | — | 112 | +17,661 | New | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,580 | 736 | 0.0% | 0.0% | 113 | +5,632 | 47.14% | Q2 2026 | Aug 13, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 17,435 | 730 | 0.34% | 0.37% | 114 | -920 | -5.01% | Q2 2026 | Jul 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 17,226 | 721 | 0.03% | 0.03% | 115 | +1,154 | 7.18% | Q2 2026 | Jul 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,614 | 696 | 0.01% | 0.01% | 116 | +32 | 0.19% | Q2 2026 | Jul 08, 2026 |
| HB Wealth Management, LLC | History | New | 15,600 | 653 | 0.0% | — | 117 | +15,600 | New | Q2 2026 | Jul 29, 2026 |
| Financial Perspectives, Inc | History | Added to | 15,227 | 638 | 0.16% | 0.15% | 118 | +77 | 0.51% | Q2 2026 | Jul 24, 2026 |
| Lighthouse Financial LLC | History | No change | 14,750 | 618 | 0.32% | 0.32% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 14,388 | 602 | 0.3% | 0.27% | 120 | -190 | -1.3% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,695 | 573 | 0.01% | 0.01% | 121 | +18 | 0.13% | Q2 2026 | Aug 18, 2026 |
| Geneva Partners, LLC | History | Added to | 13,642 | 571 | 0.15% | 0.23% | 122 | +380 | 2.87% | Q2 2026 | Aug 10, 2026 |
| NCM Capital Management, LLC | History | Added to | 13,486 | 565 | 0.17% | 0.17% | 123 | +28 | 0.21% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 13,319 | 558 | 0.07% | 0.07% | 124 | +608 | 4.78% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 13,239 | 554 | 0.02% | 0.01% | 125 | +7,407 | 127.01% | Q2 2026 | Jul 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,004 | 545 | 0.0% | 0.0% | 126 | +22 | 0.17% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 12,981 | 544 | 0.41% | 0.39% | 127 | +26 | 0.2% | Q2 2026 | Jul 22, 2026 |
| BRIGHTON JONES LLC | History | New | 12,668 | 530 | 0.01% | — | 129 | +12,668 | New | Q2 2026 | Aug 11, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 12,654 | 530 | 0.08% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 12,136 | 508 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,104 | 507 | 0.03% | 0.03% | 131 | +100 | 0.83% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,046 | 504 | 0.01% | 0.01% | 132 | -4,754 | -28.3% | Q2 2026 | Aug 04, 2026 |
| Hudock, Inc. | History | No change | 11,860 | 497 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,855 | 496 | 0.01% | 0.01% | 134 | +300 | 2.6% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 11,803 | 494 | 0.01% | 0.0% | 135 | +3,432 | 41.0% | Q2 2026 | Aug 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13,487 | 489 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LP | History | Added to | 11,392 | 477 | 0.0% | 0.0% | 137 | +4,661 | 69.25% | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 11,135 | 466 | 0.03% | — | 138 | +11,135 | New | Q2 2026 | Jul 15, 2026 |
| Apella Capital, LLC | History | No change | 10,904 | 458 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Allworth Financial LP | History | Added to | 10,124 | 424 | 0.0% | 0.0% | 140 | +2,662 | 35.67% | Q2 2026 | Aug 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 10,111 | 423 | 0.1% | 0.1% | 141 | +21 | 0.21% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | Added to | 10,006 | 419 | 0.01% | 0.01% | 142 | +3 | 0.03% | Q2 2026 | Aug 03, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Added to | 9,820 | 411 | 0.15% | 0.11% | 143 | +2,619 | 36.37% | Q2 2026 | Aug 03, 2026 |
| Moors & Cabot, Inc. | History | No change | 9,632 | 403 | 0.02% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | New | 9,373 | 392 | 0.02% | — | 146 | +9,373 | New | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,367 | 392 | 0.0% | 0.0% | 145 | -271 | -2.81% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Added to | 9,111 | 381 | 0.0% | 0.0% | 147 | +4,348 | 91.29% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 8,718 | 365 | 0.0% | 0.0% | 148 | +1,127 | 14.85% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | Added to | 8,416 | 352 | 0.0% | 0.0% | 149 | +17 | 0.2% | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | Reduced | 8,169 | 342 | 0.01% | 0.01% | 150 | -248 | -2.95% | Q2 2026 | Jul 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 8,134 | 340 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Madrid Financial Services | History | No change | 8,000 | 335 | 0.18% | 0.17% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 7,783 | 326 | 0.0% | 0.0% | 153 | +432 | 5.88% | Q2 2026 | Jul 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 7,736 | 324 | 0.05% | 0.05% | 154 | +67 | 0.87% | Q2 2026 | Jul 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 7,551 | 316 | 0.02% | 0.02% | 155 | +1,383 | 22.42% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | New | 7,533 | 315 | 0.02% | — | 156 | +7,533 | New | Q2 2026 | Jul 29, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 7,497 | 314 | 0.09% | 0.12% | 157 | +254 | 3.51% | Q2 2026 | Jul 30, 2026 |
| Traynor Capital Management, Inc. | History | New | 7,448 | 312 | 0.01% | — | 158 | +7,448 | New | Q2 2026 | Jul 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,092 | 297 | 0.0% | 0.0% | 159 | +1,316 | 22.78% | Q2 2026 | Jul 27, 2026 |
| Investment Advisory Group, LLC | History | Added to | 7,067 | 296 | 0.06% | 0.06% | 160 | +20 | 0.28% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,031 | 294 | 0.01% | 0.01% | 161 | +14 | 0.2% | Q2 2026 | Aug 13, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 6,929 | 290 | 0.04% | 0.04% | 162 | -163 | -2.3% | Q2 2026 | Jul 10, 2026 |
| Soltis Investment Advisors LLC | History | New | 6,909 | 289 | 0.02% | — | 164 | +6,909 | New | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,919 | 289 | 0.0% | 0.0% | 163 | +1,823 | 35.77% | Q2 2026 | Aug 13, 2026 |
| King Wealth Management Group | History | Added to | 6,842 | 287 | 0.03% | 0.03% | 165 | +12 | 0.18% | Q2 2026 | Aug 05, 2026 |
| Traub Capital Management LLC | History | Added to | 6,731 | 282 | 0.25% | 0.2% | 166 | +1,167 | 20.97% | Q2 2026 | Jul 23, 2026 |
| Forge Financial Services LLC | History | No change | 6,676 | 279 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 6,527 | 273 | 0.03% | 0.03% | 168 | +13 | 0.2% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | New | 6,358 | 266 | 0.0% | — | 171 | +6,358 | New | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 6,350 | 266 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Foundry Financial LLC | History | No change | 6,356 | 266 | 0.09% | 0.1% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fiduciary Group, LLC | History | No change | 6,329 | 265 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leo Wealth, LLC | History | No change | 7,267 | 263 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,143 | 257 | 0.02% | 0.02% | 174 | -838 | -12.0% | Q2 2026 | Aug 07, 2026 |
| Rolek Wealth Management LLC | History | Added to | 6,067 | 254 | 0.14% | 0.16% | 175 | +3 | 0.05% | Q2 2026 | Jul 14, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 5,938 | 248 | 0.0% | 0.0% | 176 | -1,014 | -14.59% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | New | 5,900 | 247 | 0.03% | — | 177 | +5,900 | New | Q2 2026 | Jul 30, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,872 | 246 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Powerhouse Assets LLC | History | No change | 5,849 | 245 | 0.2% | 0.18% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CLG LLC | History | Added to | 5,741 | 240 | 0.05% | 0.05% | 180 | +12 | 0.21% | Q2 2026 | Jul 16, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 5,701 | 238 | 0.11% | — | 182 | +5,701 | New | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 5,694 | 238 | 0.0% | — | 181 | +5,694 | New | Q2 2026 | Aug 11, 2026 |
| Calamos Wealth Management LLC | History | No change | 5,634 | 236 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Facet Wealth, Inc. | History | New | 5,516 | 231 | 0.0% | — | 184 | +5,516 | New | Q2 2026 | Jul 27, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 5,356 | 224 | 0.04% | — | 186 | +5,356 | New | Q2 2026 | Aug 04, 2026 |
| Roxbury Financial LLC | History | Added to | 5,360 | 224 | 0.18% | 0.17% | 185 | +3 | 0.06% | Q2 2026 | Jul 01, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 5,285 | 222 | 0.03% | — | 188 | +5,285 | New | Q2 2026 | Aug 06, 2026 |
| Trust Point Inc. | History | Reduced | 5,320 | 222 | 0.02% | 0.03% | 187 | -2,953 | -35.69% | Q2 2026 | Jul 08, 2026 |
| Advisory Alpha, LLC | History | New | 5,290 | 221 | 0.01% | — | 190 | +5,290 | New | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | New | 5,284 | 221 | 0.01% | — | 189 | +5,284 | New | Q2 2026 | Aug 07, 2026 |
| Baker Avenue Asset Management, LP | History | New | 5,272 | 220 | 0.0% | — | 191 | +5,272 | New | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 5,240 | 219 | 0.01% | — | 192 | +5,240 | New | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,218 | 218 | 0.0% | — | 193 | +5,218 | New | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | New | 5,209 | 218 | 0.0% | — | 194 | +5,209 | New | Q2 2026 | Jul 15, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 5,143 | 215 | 0.02% | — | 195 | +5,143 | New | Q2 2026 | Jul 09, 2026 |
| NWAM LLC | History | New | 5,109 | 214 | 0.01% | — | 197 | +5,109 | New | Q2 2026 | Jul 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,926 | 214 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 4,968 | 208 | 0.01% | — | 198 | +4,968 | New | Q2 2026 | Aug 17, 2026 |
| Latitude Advisors, LLC | History | New | 4,931 | 206 | 0.08% | — | 199 | +4,931 | New | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | New | 4,884 | 204 | 0.0% | — | 200 | +4,884 | New | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,814 | 201 | 0.0% | — | 201 | +4,814 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 4,665 | 195 | 0.0% | 0.0% | 202 | +1,630 | 53.71% | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 4,628 | 193 | 0.11% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | New | 4,390 | 183 | 0.0% | — | 204 | +4,390 | New | Q2 2026 | Aug 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 3,902 | 163 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,617 | 151 | 0.0% | 0.0% | 206 | +566 | 18.55% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,589 | 150 | 0.0% | 0.0% | 207 | +602 | 20.15% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 3,352 | 140 | 0.04% | 0.04% | 208 | -5 | -0.15% | Q2 2026 | Jul 30, 2026 |
| Corsicana & Co. | History | New | 3,068 | 128 | 0.06% | — | 209 | +3,068 | New | Q2 2026 | Jul 24, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 3,000 | 125 | 0.05% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,847 | 119 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,798 | 117 | 0.0% | — | 212 | +2,798 | New | Q2 2026 | Aug 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,496 | 104 | 0.03% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,118 | 88 | 0.0% | 0.0% | 214 | -50 | -2.31% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | New | 1,687 | 70 | 0.01% | — | 216 | +1,687 | New | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,691 | 70 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,564 | 65 | 0.0% | 0.0% | 217 | +714 | 84.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 1,507 | 63 | 0.0% | 0.0% | 218 | +165 | 12.3% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,480 | 62 | 0.0% | 0.0% | 219 | -1,885 | -56.02% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,482 | 62 | 0.01% | — | 220 | +1,482 | New | Q2 2026 | Jul 29, 2026 |
| BFSG, LLC | History | No change | 1,471 | 61 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,445 | 60 | 0.0% | 0.0% | 222 | +1,044 | 260.35% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,321 | 54 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,237 | 51 | 0.01% | 0.01% | 224 | +3 | 0.24% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,137 | 47 | 0.0% | 0.0% | 225 | -187 | -14.12% | Q2 2026 | Jul 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 994 | 41 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 897 | 37 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 904 | 37 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 859 | 36 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Dunhill Financial, LLC | History | No change | 859 | 36 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 838 | 35 | 0.0% | 0.0% | 231 | -3,932 | -82.43% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | New | 711 | 29 | 0.0% | — | 233 | +711 | New | Q2 2026 | Aug 05, 2026 |
| Archer Investment Corp | History | No change | 704 | 29 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 575 | 24 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAYBAN | History | No change | 556 | 23 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 500 | 20 | 0.0% | 0.01% | 236 | -330 | -39.76% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 390 | 16 | 0.0% | — | 237 | +390 | New | Q2 2026 | Aug 13, 2026 |
| Byrne Asset Management LLC | History | No change | 372 | 15 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Abound Wealth Management | History | Added to | 344 | 14 | 0.0% | 0.0% | 240 | +13 | 3.93% | Q2 2026 | Jul 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 347 | 14 | 0.0% | 0.0% | 239 | +1 | 0.29% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 343 | 14 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 312 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | New | 299 | 12 | 0.0% | — | 244 | +299 | New | Q2 2026 | Jul 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 306 | 12 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Concord Wealth Partners | History | New | 256 | 10 | 0.0% | — | 245 | +256 | New | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 228 | 9 | 0.0% | 0.0% | 246 | -117 | -33.91% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 231 | 9 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 192 | 8 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 170 | 7 | 0.0% | — | 250 | +170 | New | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 180 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Bancorp, Inc /ME/ | History | New | 165 | 6 | 0.0% | — | 254 | +165 | New | Q2 2026 | Aug 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 152 | 6 | 0.0% | 0.0% | 253 | +1 | 0.66% | Q2 2026 | Jul 16, 2026 |
| Johnson Financial Group, Inc. | History | No change | 148 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 161 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cape Investment Advisory, Inc. | History | New | 133 | 5 | 0.0% | — | 256 | +133 | New | Q2 2026 | Jul 23, 2026 |
| High Point Wealth Management, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | No change | 117 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 108 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Westside Investment Management, Inc. | History | New | 87 | 3 | 0.0% | — | 262 | +87 | New | Q2 2026 | Jul 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 90 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| LRI Investments, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 52 | 2 | 0.0% | 0.0% | 264 | -846 | -94.21% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | New | 55 | 2 | 0.0% | — | 265 | +55 | New | Q2 2026 | Aug 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 42 | 1 | 0.0% | — | 267 | +42 | New | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | New | 24 | 1 | 0.0% | — | 266 | +24 | New | Q2 2026 | Jul 30, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -89,455 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -62,068 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,367 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,651 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,515 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,177 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,074 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -9,231 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,743 | -100.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,617 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,118 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,634 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,591 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,138 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,644 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,197 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,054 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -680 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Parkside Financial Bank & Trust | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Sep 04, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kings Path Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |