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 | 48,842,293 | 1,771,509 | 0.09% | 0.09% | 1 | +1,596,091 | 3.38% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 3,803,351 | 139,697 | 8.42% | 8.34% | 2 | +196,439 | 5.45% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,544,557 | 128,561 | 0.18% | 0.17% | 3 | +214,706 | 6.45% | Q1 2026 | Apr 27, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 3,304,054 | 119,838 | 15.49% | 13.84% | 4 | +593,389 | 21.89% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,139,394 | 113,865 | 0.63% | 0.0% | 5 | +3,139,265 | 2433538.76% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,847,497 | 103,278 | 0.03% | 0.03% | 6 | +194,015 | 7.31% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,067,462 | 74,986 | 0.02% | 0.01% | 7 | +1,591,476 | 334.35% | Q1 2026 | May 04, 2026 |
| EdgeRock Capital LLC | History | Reduced | 1,918,682 | 69,667 | 18.85% | 19.98% | 8 | -48,085 | -2.44% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,893,097 | 68,662 | 0.25% | 0.16% | 9 | +748,283 | 65.36% | Q1 2026 | Jun 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,723,420 | 62,508 | 0.07% | 0.07% | 10 | +14,238 | 0.83% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 1,693,968 | 61,440 | 0.16% | 0.14% | 11 | +297,351 | 21.29% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 1,667,985 | 60,497 | 4.56% | 4.53% | 12 | +142,143 | 9.32% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,287,125 | 46,684 | 0.01% | 0.01% | 13 | +508,069 | 65.22% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,078,243 | 39,107 | 0.02% | 0.03% | 14 | -52,900 | -4.68% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 921,775 | 33,436 | 0.05% | 0.07% | 15 | -378,460 | -29.11% | Q1 2026 | May 15, 2026 |
| Stadion Money Management, LLC | History | New | 866,015 | 31,410 | 3.16% | — | 16 | +866,015 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 864,471 | 30,463 | 0.0% | 0.0% | 17 | +147,019 | 20.49% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 838,432 | 30,409 | 0.12% | 0.14% | 18 | -43,689 | -4.95% | Q1 2026 | Apr 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 790,948 | 28,687 | 3.71% | — | 19 | +790,948 | New | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 778,843 | 28,334 | 0.01% | 0.01% | 20 | +155,847 | 25.02% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 638,900 | 23,172 | 0.02% | 0.06% | 21 | -475,100 | -42.65% | Q1 2026 | May 15, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 473,649 | 17,179 | 14.0% | 15.08% | 22 | -6,738 | -1.4% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 428,917 | 15,557 | 0.0% | 0.0% | 23 | +238,241 | 124.95% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 416,910 | 15,121 | 3.13% | 3.25% | 24 | +19,258 | 4.84% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 399,974 | 14,507 | 0.0% | 0.0% | 25 | +12,937 | 3.34% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 341,372 | 12,381 | 0.01% | 0.01% | 26 | -2,110 | -0.61% | Q1 2026 | May 13, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 314,976 | 11,424 | 8.45% | 8.44% | 27 | +15,430 | 5.15% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 264,226 | 9,583 | 0.0% | 0.0% | 28 | +127,292 | 92.96% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 217,998 | 7,906 | 0.01% | 0.01% | 29 | +68,283 | 45.61% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 179,340 | 6,845 | 0.04% | 0.05% | 30 | +4,329 | 2.47% | Q1 2026 | May 15, 2026 |
| Clearwave Capital, LLC | History | Added to | 184,494 | 6,691 | 4.57% | 4.66% | 31 | +19,225 | 11.63% | Q1 2026 | Apr 29, 2026 |
| Williams & Novak, LLC | History | Added to | 176,956 | 6,469 | 4.84% | 4.5% | 32 | +20,254 | 12.93% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 172,624 | 6,292 | 0.03% | 0.01% | 33 | +107,325 | 164.36% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 168,727 | 6,120 | 0.02% | 0.02% | 34 | +16,396 | 10.76% | Q1 2026 | Apr 30, 2026 |
| Able Wealth Management LLC | History | Reduced | 149,507 | 5,422 | 1.45% | 1.82% | 35 | -1,343 | -0.89% | Q1 2026 | Apr 24, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 148,473 | 5,385 | 1.98% | 2.04% | 36 | -2,345 | -1.55% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 136,262 | 4,942 | 0.01% | 0.01% | 37 | -55,560 | -28.96% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 121,721 | 4,414 | 0.0% | 0.0% | 38 | +17,818 | 17.15% | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 127,721 | 4,405 | 1.89% | 2.69% | 39 | -114,650 | -47.3% | Q1 2026 | Jun 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 118,707 | 4,338 | 0.01% | 0.01% | 40 | -105,198 | -46.98% | Q1 2026 | Apr 08, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 106,667 | 4,216 | 1.11% | 1.13% | 41 | +2,126 | 2.03% | Q1 2026 | Apr 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 105,951 | 4,044 | 0.2% | 0.19% | 42 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 109,162 | 3,959 | 0.01% | 0.01% | 43 | -4,257 | -3.75% | Q1 2026 | May 04, 2026 |
| Financial Partners Group, Inc | History | Reduced | 103,060 | 3,737 | 0.45% | 0.47% | 44 | -1,911 | -1.82% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 101,708 | 3,688 | 0.0% | — | 45 | +101,708 | New | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 89,455 | 3,678 | 0.25% | 0.16% | 46 | +32,357 | 56.67% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 96,284 | 3,520 | 0.03% | 0.04% | 47 | +6,293 | 6.99% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 90,979 | 3,299 | 0.0% | 0.0% | 48 | +20,644 | 29.35% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | New | 89,300 | 3,241 | 0.65% | — | 49 | +89,300 | New | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | New | 88,279 | 3,201 | 0.1% | — | 50 | +88,279 | New | Q1 2026 | May 04, 2026 |
| Investmark Advisory Group LLC | History | Added to | 87,013 | 3,155 | 1.35% | 1.22% | 51 | +11,761 | 15.63% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 83,967 | 3,045 | 0.08% | — | 52 | +83,967 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 80,836 | 2,931 | 0.47% | 0.38% | 53 | +8,356 | 11.53% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 80,534 | 2,920 | 0.61% | 0.68% | 54 | +135 | 0.17% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 81,883 | 2,885 | 0.18% | 0.07% | 55 | +42,785 | 109.43% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 71,809 | 2,605 | 0.0% | 0.0% | 56 | +13,002 | 22.11% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | New | 62,068 | 2,485 | 0.19% | — | 57 | +62,068 | New | Q1 2026 | May 01, 2026 |
| KPP Advisory Services LLC | History | Added to | 67,621 | 2,452 | 0.36% | 0.23% | 58 | +26,444 | 64.22% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 65,920 | 2,390 | 0.0% | 0.0% | 59 | +15,347 | 30.35% | Q1 2026 | Apr 27, 2026 |
| Gotham Asset Management, LLC | History | New | 60,365 | 2,189 | 0.01% | — | 60 | +60,365 | New | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 57,587 | 2,088 | 0.33% | 0.37% | 61 | -8,407 | -12.74% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 56,830 | 2,061 | 0.0% | 0.0% | 62 | +42,905 | 308.11% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 54,382 | 1,972 | 0.0% | 0.0% | 63 | +9,798 | 21.98% | Q1 2026 | May 12, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 53,392 | 1,936 | 0.79% | 0.88% | 64 | -1,016 | -1.87% | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | Added to | 53,191 | 1,929 | 0.8% | 0.62% | 65 | +13,704 | 34.71% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 52,595 | 1,907 | 0.13% | 0.15% | 66 | +1,554 | 3.04% | Q1 2026 | Apr 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 52,456 | 1,902 | 0.84% | 0.88% | 67 | +1,971 | 3.9% | Q1 2026 | May 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 49,911 | 1,810 | 0.05% | 0.05% | 68 | +7,089 | 16.55% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 48,258 | 1,750 | 0.01% | 0.01% | 69 | -648 | -1.32% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 47,952 | 1,739 | 0.01% | 0.0% | 70 | +24,761 | 106.77% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 47,367 | 1,718 | 0.0% | 0.0% | 71 | +4,647 | 10.88% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 45,666 | 1,656 | 0.01% | 0.01% | 72 | -4,093 | -8.23% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 43,204 | 1,567 | 0.0% | 0.0% | 73 | +8,403 | 24.15% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 41,573 | 1,507 | 0.21% | 0.22% | 74 | +5,072 | 13.9% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 40,651 | 1,474 | 0.0% | — | 75 | +40,651 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 40,359 | 1,463 | 0.05% | 0.04% | 76 | +10,405 | 34.74% | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 38,759 | 1,405 | 0.01% | 0.0% | 77 | +18,753 | 93.74% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 38,515 | 1,396 | 0.0% | 0.0% | 78 | -40,402 | -51.2% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 35,771 | 1,297 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 34,924 | 1,266 | 0.06% | 0.06% | 80 | +1,246 | 3.7% | Q1 2026 | Apr 28, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 33,947 | 1,231 | 0.14% | 0.15% | 81 | +1,566 | 4.84% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,551 | 1,216 | 0.02% | 0.02% | 82 | +5,483 | 19.53% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 32,022 | 1,161 | 0.0% | 0.0% | 83 | -10,786 | -25.2% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Reduced | 31,343 | 1,136 | 0.1% | 0.11% | 84 | -33 | -0.11% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 28,631 | 1,038 | 0.01% | 0.01% | 85 | -18,310 | -39.01% | Q1 2026 | May 08, 2026 |
| LongView Wealth Management | History | New | 26,639 | 1,033 | 0.26% | — | 86 | +26,639 | New | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 27,177 | 986 | 0.03% | — | 87 | +27,177 | New | Q1 2026 | May 15, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 26,129 | 947 | 0.65% | 0.67% | 88 | -18 | -0.07% | Q1 2026 | May 04, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 25,941 | 940 | 0.5% | 0.27% | 89 | +13,110 | 102.17% | Q1 2026 | Apr 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 25,190 | 913 | 0.05% | 0.03% | 90 | +10,883 | 76.07% | Q1 2026 | Apr 30, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 23,926 | 867 | 0.3% | 0.35% | 91 | +78 | 0.33% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 23,566 | 854 | 0.04% | 0.04% | 92 | +1,666 | 7.61% | Q1 2026 | Apr 30, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 22,993 | 833 | 0.49% | 0.52% | 93 | +183 | 0.8% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | New | 22,014 | 798 | 0.04% | — | 94 | +22,014 | New | Q1 2026 | May 05, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 21,770 | 789 | 0.26% | 0.27% | 95 | +1,547 | 7.65% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,807 | 754 | 0.01% | 0.01% | 96 | +713 | 3.55% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 20,003 | 725 | 0.21% | 0.2% | 97 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Elevation Wealth Management LLC | History | Added to | 19,553 | 709 | 0.65% | 0.55% | 98 | +4,538 | 30.22% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,168 | 695 | 0.01% | 0.01% | 99 | +3,854 | 25.17% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 18,415 | 667 | 0.07% | 0.03% | 100 | +10,965 | 147.18% | Q1 2026 | May 04, 2026 |
| Alchemi Wealth, LLC | History | Added to | 18,355 | 665 | 0.37% | 0.35% | 101 | +1,670 | 10.01% | Q1 2026 | May 07, 2026 |
| Meadow Creek Wealth Advisors LLC | History | New | 17,362 | 629 | 0.41% | — | 102 | +17,362 | New | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,800 | 609 | 0.01% | 0.1% | 103 | -153,634 | -90.14% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,582 | 601 | 0.01% | 0.01% | 104 | +42 | 0.25% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,072 | 582 | 0.03% | 0.03% | 105 | -770 | -4.57% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 15,560 | 564 | 0.06% | 0.15% | 106 | -14,220 | -47.75% | Q1 2026 | Apr 23, 2026 |
| Financial Perspectives, Inc | History | Added to | 15,150 | 549 | 0.15% | 0.15% | 107 | +468 | 3.19% | Q1 2026 | May 11, 2026 |
| Lighthouse Financial LLC | History | Added to | 14,750 | 534 | 0.32% | 0.29% | 108 | +3,000 | 25.53% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | New | 14,578 | 528 | 0.27% | — | 109 | +14,578 | New | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,677 | 496 | 0.01% | 0.01% | 110 | +41 | 0.3% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 13,487 | 489 | 0.03% | 0.03% | 111 | +16 | 0.12% | Q1 2026 | May 15, 2026 |
| NCM Capital Management, LLC | History | Added to | 13,458 | 488 | 0.17% | 0.19% | 112 | +38 | 0.28% | Q1 2026 | May 15, 2026 |
| Geneva Partners, LLC | History | Reduced | 13,262 | 481 | 0.23% | 0.2% | 113 | -1,505 | -10.19% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 12,982 | 470 | 0.0% | 0.0% | 114 | -81 | -0.62% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 12,955 | 469 | 0.39% | 0.42% | 115 | +36 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 12,227 | 466 | 0.16% | 0.16% | 116 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 12,711 | 461 | 0.07% | 0.08% | 117 | +1,389 | 12.27% | Q1 2026 | Apr 30, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 12,654 | 458 | 0.09% | 0.11% | 118 | +35 | 0.28% | Q1 2026 | May 11, 2026 |
| Storgate, LLC | History | No change | 12,246 | 444 | 0.35% | 0.38% | 119 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 12,136 | 440 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,004 | 435 | 0.03% | 0.03% | 121 | +321 | 2.75% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,948 | 433 | 0.0% | 0.0% | 122 | -1,192 | -9.07% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 10,904 | 431 | 0.01% | 0.01% | 123 | +132 | 1.23% | Q1 2026 | Apr 20, 2026 |
| Hudock, Inc. | History | No change | 11,860 | 430 | 0.06% | 0.07% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,555 | 419 | 0.01% | 0.01% | 125 | +2,200 | 23.52% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | New | 11,074 | 401 | 0.02% | — | 126 | +11,074 | New | Q1 2026 | May 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 10,090 | 369 | 0.1% | 0.11% | 127 | +28 | 0.28% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 10,003 | 362 | 0.01% | 0.02% | 128 | -3,871 | -27.9% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,638 | 349 | 0.0% | 0.0% | 129 | +8,834 | 1098.76% | Q1 2026 | May 01, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,632 | 349 | 0.01% | 0.02% | 130 | +215 | 2.28% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 9,231 | 334 | 0.0% | — | 131 | +9,231 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 8,417 | 305 | 0.01% | 0.01% | 132 | +805 | 10.58% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 8,399 | 304 | 0.0% | 0.0% | 133 | -1,748 | -17.23% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,371 | 303 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trust Point Inc. | History | New | 8,273 | 300 | 0.03% | — | 135 | +8,273 | New | Q1 2026 | Apr 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 8,134 | 295 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Madrid Financial Services | History | New | 8,000 | 290 | 0.17% | — | 137 | +8,000 | New | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 7,743 | 280 | 0.03% | 0.03% | 138 | +21 | 0.27% | Q1 2026 | May 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 7,669 | 278 | 0.05% | 0.05% | 139 | +402 | 5.53% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 7,617 | 276 | 0.0% | — | 140 | +7,617 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 7,591 | 275 | 0.0% | 0.0% | 141 | +238 | 3.24% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 7,462 | 270 | 0.0% | 0.0% | 142 | +2,238 | 42.84% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 7,351 | 266 | 0.0% | 0.0% | 143 | +258 | 3.64% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,949 | 265 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | Reduced | 7,267 | 263 | 0.02% | 0.02% | 145 | -709 | -8.89% | Q1 2026 | May 05, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 7,243 | 262 | 0.12% | 0.12% | 146 | +9 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 7,092 | 257 | 0.04% | 0.05% | 147 | -960 | -11.92% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 7,048 | 255 | 0.01% | — | 149 | +7,048 | New | Q1 2026 | May 12, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,047 | 255 | 0.06% | 0.07% | 148 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,017 | 254 | 0.01% | 0.01% | 150 | +19 | 0.27% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,981 | 253 | 0.02% | 0.02% | 151 | +547 | 8.5% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,952 | 252 | 0.0% | — | 152 | +6,952 | New | Q1 2026 | May 12, 2026 |
| King Wealth Management Group | History | Added to | 6,830 | 248 | 0.03% | 0.03% | 153 | +15 | 0.22% | Q1 2026 | May 04, 2026 |
| InTrack Investment Management Inc | History | New | 6,804 | 246 | 0.14% | — | 154 | +6,804 | New | Q1 2026 | Apr 06, 2026 |
| Forge Financial Services LLC | History | New | 6,676 | 242 | 0.02% | — | 155 | +6,676 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 6,514 | 236 | 0.03% | 0.03% | 156 | +19 | 0.29% | Q1 2026 | May 11, 2026 |
| Foundry Financial LLC | History | New | 6,356 | 230 | 0.1% | — | 158 | +6,356 | New | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 6,350 | 230 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fiduciary Group, LLC | History | No change | 6,329 | 229 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 6,168 | 223 | 0.02% | 0.01% | 160 | +480 | 8.44% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,731 | 222 | 0.0% | 0.0% | 161 | +83 | 1.25% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | New | 6,118 | 221 | 0.0% | — | 162 | +6,118 | New | Q1 2026 | May 15, 2026 |
| Rolek Wealth Management LLC | History | Added to | 6,064 | 219 | 0.16% | 0.16% | 163 | +4 | 0.07% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,926 | 214 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Powerhouse Assets LLC | History | No change | 5,849 | 212 | 0.18% | 0.2% | 165 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,872 | 212 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 5,832 | 211 | 0.01% | — | 167 | +5,832 | New | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 5,776 | 209 | 0.0% | — | 168 | +5,776 | New | Q1 2026 | May 05, 2026 |
| CLG LLC | History | Added to | 5,729 | 207 | 0.05% | 0.05% | 169 | +15 | 0.26% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 5,634 | 204 | 0.0% | — | 171 | +5,634 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 5,634 | 204 | 0.01% | 0.01% | 170 | -152 | -2.63% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 5,591 | 202 | 0.0% | 0.0% | 172 | -899 | -13.85% | Q1 2026 | May 05, 2026 |
| Traub Capital Management LLC | History | New | 5,564 | 201 | 0.2% | — | 173 | +5,564 | New | Q1 2026 | Apr 23, 2026 |
| Roxbury Financial LLC | History | Added to | 5,357 | 194 | 0.17% | 0.18% | 174 | +36 | 0.68% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,096 | 184 | 0.0% | 0.0% | 175 | +3,138 | 160.27% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,770 | 173 | 0.0% | 0.01% | 176 | -2,820 | -37.15% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,763 | 172 | 0.0% | 0.0% | 177 | -7,382 | -60.78% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 4,519 | 172 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 4,628 | 167 | 0.12% | 0.15% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 4,423 | 156 | 0.0% | — | 180 | +4,423 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 4,138 | 150 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 3,902 | 141 | 0.14% | 0.13% | 182 | +524 | 15.51% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,365 | 122 | 0.0% | 0.0% | 183 | +363 | 12.09% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,357 | 121 | 0.04% | 0.05% | 185 | +10 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,186 | 121 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,051 | 110 | 0.0% | 0.0% | 187 | -3,181 | -51.04% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 3,035 | 110 | 0.0% | 0.0% | 186 | +289 | 10.52% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3,000 | 108 | 0.04% | — | 189 | +3,000 | New | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,987 | 108 | 0.0% | 0.0% | 188 | +498 | 20.01% | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,847 | 103 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | No change | 2,644 | 95 | 0.03% | 0.04% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 2,618 | 94 | 0.0% | — | 192 | +2,618 | New | Q1 2026 | May 19, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,496 | 90 | 0.02% | 0.03% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,168 | 78 | 0.0% | 0.0% | 194 | -10,303 | -82.62% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,691 | 61 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,607 | 61 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | No change | 1,471 | 53 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,342 | 48 | 0.0% | — | 199 | +1,342 | New | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 1,324 | 48 | 0.0% | 0.0% | 198 | +101 | 8.26% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,321 | 46 | 0.0% | — | 200 | +1,321 | New | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,234 | 44 | 0.01% | 0.01% | 201 | +3 | 0.24% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | New | 1,197 | 43 | 0.0% | — | 202 | +1,197 | New | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,054 | 38 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 944 | 36 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 994 | 36 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 904 | 32 | 0.0% | 0.0% | 207 | +833 | 1173.24% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 898 | 32 | 0.0% | 0.0% | 208 | -1 | -0.11% | Q1 2026 | Apr 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 897 | 32 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 859 | 31 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Dunhill Financial, LLC | History | No change | 859 | 31 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 850 | 30 | 0.0% | 0.0% | 211 | -540 | -38.85% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 830 | 30 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 704 | 25 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | New | 680 | 24 | 0.0% | — | 214 | +680 | New | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 575 | 20 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | No change | 556 | 20 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 519 | 18 | 0.0% | — | 217 | +519 | New | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 401 | 14 | 0.0% | — | 218 | +385 | 2406.25% | Q1 2026 | Apr 17, 2026 |
| Byrne Asset Management LLC | History | New | 372 | 13 | 0.01% | — | 219 | +372 | New | Q1 2026 | Apr 02, 2026 |
| Abound Wealth Management | History | New | 331 | 12 | 0.0% | — | 223 | +331 | New | Q1 2026 | Apr 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 346 | 12 | 0.0% | 0.0% | 220 | +1 | 0.29% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 345 | 12 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 343 | 12 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 312 | 11 | 0.0% | — | 225 | +312 | New | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 306 | 11 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Napier Financial, LLC | History | New | 231 | 8 | 0.0% | — | 226 | +231 | New | Q1 2026 | May 05, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 192 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 180 | 6 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Darwin Wealth Management, LLC | History | New | 161 | 5 | 0.0% | — | 231 | +161 | New | Q1 2026 | May 01, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 151 | 5 | 0.0% | — | 232 | +151 | New | Q1 2026 | May 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 141 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 148 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | New | 117 | 4 | 0.0% | — | 235 | +117 | New | Q1 2026 | May 08, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| High Point Wealth Management, LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 85 | 3 | 0.0% | 0.01% | 237 | -1,499 | -94.63% | Q1 2026 | May 19, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 90 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Crews Bank & Trust | History | No change | 108 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | New | 76 | 2 | 0.0% | — | 240 | +76 | New | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -36,431 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,700 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,923 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,192 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,601 | -100.0% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,725 | -100.0% | Q1 2026 | May 12, 2026 |
| HERBST GROUP, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -8,456 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Marion Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -6,338 | -100.0% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,507 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,491 | -100.0% | Q1 2026 | May 14, 2026 |
| Next Level Private LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,397 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Community Bank & Trust, Waco, Texas | History | Closed out | 0 | 0 | — | 0.04% | — | -5,356 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,270 | -100.0% | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.02% | — | -2,377 | -100.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,308 | -100.0% | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,125 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |