FIDELITY COVINGTON TRUST - FELG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 8,634,000 | 377,737 | 2.83% | 2.74% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,427,673 | 324,960 | 0.05% | 0.05% | 2 | +351,760 | 4.97% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,195,146 | 314,787 | 0.64% | 0.64% | 3 | +1,076,447 | 17.59% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,563,708 | 287,162 | 0.07% | 0.07% | 4 | -285,121 | -4.16% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 4,518,399 | 197,679 | 0.04% | 0.04% | 5 | +685,793 | 17.89% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,171,069 | 182,484 | 0.23% | 0.21% | 6 | +150,876 | 3.75% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,806,311 | 122,776 | 0.03% | 0.03% | 7 | -81,014 | -2.81% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,483,409 | 64,899 | 0.21% | 0.22% | 8 | -33,598 | -2.21% | Q2 2026 | Jul 28, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 1,340,600 | 58,651 | 15.21% | 14.33% | 9 | +67,124 | 5.27% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | Added to | 1,277,888 | 55,907 | 0.05% | 0.05% | 10 | +24,124 | 1.92% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 853,626 | 37,360 | 0.04% | 0.03% | 11 | +378,402 | 79.63% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 837,850 | 36,655 | 0.02% | 0.02% | 12 | +78,269 | 10.3% | Q2 2026 | Aug 12, 2026 |
| Spectrum Investment Advisors, Inc. | History | Reduced | 637,144 | 27,875 | 11.4% | 12.5% | 13 | -33,658 | -5.02% | Q2 2026 | Jul 30, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 631,926 | 27,646 | 2.74% | 2.26% | 14 | +91,203 | 16.87% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 563,916 | 24,338 | 0.0% | 0.0% | 15 | -29,646 | -4.99% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 549,118 | 24,023 | 0.0% | 0.0% | 16 | +57,998 | 11.81% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 527,714 | 23,088 | 0.05% | 0.05% | 17 | -711 | -0.13% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 524,050 | 22,927 | 0.04% | 0.04% | 18 | +6,056 | 1.17% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 485,600 | 21,245 | 0.02% | — | 19 | +485,600 | New | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 481,348 | 20,572 | 2.7% | 2.53% | 20 | +25,189 | 5.52% | Q2 2026 | Jul 23, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 458,314 | 20,051 | 4.61% | 0.01% | 21 | +457,658 | 69764.94% | Q2 2026 | Aug 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 452,048 | 19,777 | 0.21% | 0.17% | 22 | +59,696 | 15.21% | Q2 2026 | Aug 11, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 384,328 | 16,814 | 7.16% | 7.38% | 23 | -12,470 | -3.14% | Q2 2026 | Aug 10, 2026 |
| 46 Peaks LLC | History | Added to | 351,215 | 15,365 | 9.66% | 6.96% | 24 | +96,261 | 37.76% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 339,551 | 14,855 | 0.18% | 0.17% | 25 | +28,957 | 9.32% | Q2 2026 | Aug 04, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 329,684 | 14,459 | 1.46% | 1.68% | 26 | -53,874 | -14.05% | Q2 2026 | Sep 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 330,476 | 14,458 | 0.15% | 0.14% | 27 | +25,483 | 8.36% | Q2 2026 | Aug 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 302,902 | 13,251 | 1.55% | 1.28% | 28 | +45,199 | 17.54% | Q2 2026 | Jul 21, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 263,298 | 11,519 | 0.15% | 0.16% | 29 | -6,412 | -2.38% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 236,883 | 10,363 | 0.05% | 0.04% | 30 | +15,864 | 7.18% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 274,425 | 10,288 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 208,418 | 9,118 | 5.24% | 5.12% | 32 | +17,251 | 9.02% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 199,953 | 8,747 | 0.0% | 0.0% | 33 | +163,361 | 446.44% | Q2 2026 | Aug 14, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 195,102 | 8,535 | 4.67% | 3.17% | 34 | +70,216 | 56.22% | Q2 2026 | Aug 11, 2026 |
| Advisory Resource Group | History | New | 179,319 | 7,845 | 1.18% | — | 35 | +179,319 | New | Q2 2026 | Jul 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 178,092 | 7,686 | 0.41% | 0.39% | 36 | +9,384 | 5.56% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 172,119 | 7,530 | 1.69% | 1.99% | 37 | +47,078 | 37.65% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 170,962 | 7,479 | 0.05% | 0.05% | 38 | -2,870 | -1.65% | Q2 2026 | Sep 08, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 149,314 | 6,532 | 0.28% | 0.12% | 39 | +77,643 | 108.33% | Q2 2026 | Jul 31, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 138,502 | 6,059 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 135,051 | 5,908 | 0.58% | 0.45% | 41 | +26,938 | 24.92% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 125,083 | 5,472 | 0.04% | 0.05% | 42 | -3,057 | -2.39% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 123,883 | 5,419 | 0.03% | 0.04% | 43 | -5,597 | -4.32% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 112,887 | 4,938 | 0.08% | — | 44 | +112,887 | New | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 104,321 | 4,564 | 0.02% | 0.02% | 45 | +5,820 | 5.91% | Q2 2026 | Aug 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 117,407 | 4,401 | 2.85% | 2.85% | 46 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 98,521 | 4,310 | 0.0% | — | 47 | +98,521 | New | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 94,950 | 4,154 | 0.79% | 0.75% | 48 | -309 | -0.32% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 92,600 | 4,051 | 0.0% | 0.0% | 49 | +4,638 | 5.27% | Q2 2026 | Jul 28, 2026 |
| Investmark Advisory Group LLC | History | Added to | 87,414 | 3,824 | 1.45% | 1.32% | 50 | +5,183 | 6.3% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 85,290 | 3,732 | 0.0% | 0.0% | 51 | +49,808 | 140.38% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 83,625 | 3,658 | 0.0% | — | 52 | +83,625 | New | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 75,944 | 3,322 | 0.01% | 0.01% | 53 | +5,553 | 7.89% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 74,925 | 3,277 | 0.01% | 0.01% | 54 | -5,602 | -6.96% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 59,500 | 2,603 | 0.32% | 0.14% | 55 | +33,799 | 131.51% | Q2 2026 | Aug 11, 2026 |
| Baron Wealth Management LLC | History | Added to | 57,851 | 2,530 | 0.66% | 0.47% | 56 | +15,943 | 38.04% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 54,389 | 2,379 | 0.0% | 0.0% | 57 | +22,093 | 68.41% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 52,846 | 2,312 | 0.03% | 0.03% | 58 | +5,442 | 11.48% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 50,236 | 2,197 | 0.0% | 0.0% | 59 | +3,791 | 8.16% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 47,880 | 2,094 | 0.0% | — | 60 | +47,880 | New | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,984 | 2,055 | 0.07% | 0.01% | 61 | +39,307 | 512.01% | Q2 2026 | Jul 17, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 45,918 | 2,008 | 0.26% | 0.28% | 62 | -1,286 | -2.72% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 45,730 | 2,000 | 0.0% | 0.0% | 63 | +7,982 | 21.15% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 41,723 | 1,825 | 0.0% | 0.0% | 64 | -7,833 | -15.81% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,935 | 1,811 | 0.0% | 0.0% | 65 | +41,975 | 4372.4% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 40,819 | 1,785 | 0.04% | — | 66 | +40,819 | New | Q2 2026 | Aug 11, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 38,891 | 1,701 | 1.1% | 0.86% | 67 | +1,115 | 2.95% | Q2 2026 | Jul 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 38,802 | 1,697 | 0.5% | 0.11% | 68 | +30,291 | 355.9% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,521 | 1,685 | 0.0% | 0.0% | 69 | +5,533 | 16.77% | Q2 2026 | Aug 14, 2026 |
| InTrack Investment Management Inc | History | Reduced | 38,406 | 1,680 | 0.83% | 0.88% | 70 | -2,602 | -6.35% | Q2 2026 | Jul 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 37,120 | 1,623 | 0.06% | 0.03% | 71 | +18,950 | 104.29% | Q2 2026 | Jul 22, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 34,853 | 1,524 | 0.19% | 0.1% | 72 | +16,816 | 93.23% | Q2 2026 | Jul 15, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 34,669 | 1,516 | 0.85% | 0.93% | 73 | -97 | -0.28% | Q2 2026 | Jul 14, 2026 |
| Bragg Financial Advisors, Inc | History | New | 34,348 | 1,502 | 0.04% | — | 74 | +34,348 | New | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 32,997 | 1,443 | 0.11% | 0.13% | 75 | -5,713 | -14.76% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 32,457 | 1,419 | 0.02% | — | 76 | +32,457 | New | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | New | 32,375 | 1,416 | 0.0% | — | 77 | +32,375 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,374 | 1,372 | 0.0% | 0.0% | 78 | -124,660 | -79.89% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 31,314 | 1,369 | 0.0% | 0.0% | 79 | +20,962 | 202.49% | Q2 2026 | Aug 14, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 30,925 | 1,352 | 1.09% | 0.94% | 80 | +3,550 | 12.97% | Q2 2026 | Jul 09, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 30,566 | 1,337 | 0.74% | 1.25% | 81 | -20,648 | -40.32% | Q2 2026 | Jul 13, 2026 |
| Element Wealth, LLC | History | Added to | 29,912 | 1,308 | 0.49% | 0.4% | 82 | +4,264 | 16.63% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 34,585 | 1,296 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 29,243 | 1,279 | 0.0% | 0.0% | 84 | -525 | -1.76% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 28,532 | 1,248 | 0.07% | 0.07% | 85 | +4 | 0.01% | Q2 2026 | Jul 31, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 28,438 | 1,244 | 0.88% | 0.9% | 86 | -406 | -1.41% | Q2 2026 | Jul 31, 2026 |
| Redwood Financial Network Corp | History | Reduced | 24,860 | 1,087 | 0.6% | 0.65% | 87 | -1,584 | -5.99% | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 24,856 | 1,087 | 0.09% | 0.1% | 88 | -234 | -0.93% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 24,672 | 1,079 | 0.11% | — | 89 | +24,672 | New | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 23,992 | 1,049 | 0.04% | — | 90 | +23,992 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,547 | 1,030 | 0.01% | 0.0% | 91 | +7,328 | 45.18% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 22,610 | 989 | 0.0% | 0.0% | 92 | +6,049 | 36.53% | Q2 2026 | Aug 13, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 21,830 | 955 | 0.51% | — | 93 | +21,830 | New | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 22,517 | 940 | 0.07% | 0.08% | 94 | -2,672 | -10.61% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,228 | 928 | 0.02% | 0.02% | 95 | +848 | 4.16% | Q2 2026 | Aug 14, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 20,733 | 907 | 0.77% | 0.73% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 19,973 | 873 | 0.72% | 0.72% | 97 | +702 | 3.64% | Q2 2026 | Jul 23, 2026 |
| Castleview Partners, LLC | History | Reduced | 19,851 | 868 | 0.38% | 1.28% | 98 | -46,942 | -70.28% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,797 | 866 | 0.01% | 0.01% | 99 | -1,031 | -4.95% | Q2 2026 | Aug 11, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 19,586 | 856 | 0.59% | 0.66% | 100 | -1,244 | -5.97% | Q2 2026 | Jul 29, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 19,484 | 852 | 0.46% | 0.45% | 101 | +124 | 0.64% | Q2 2026 | Jul 21, 2026 |
| Financial Partners Group, Inc | History | Reduced | 19,009 | 831 | 0.08% | 0.09% | 102 | -1,213 | -6.0% | Q2 2026 | Jul 23, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 18,889 | 826 | 0.01% | 0.01% | 103 | -3,702 | -16.39% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 18,873 | 825 | 0.01% | 0.01% | 104 | +12,259 | 185.35% | Q2 2026 | Jul 20, 2026 |
| Geneva Partners, LLC | History | Added to | 18,427 | 806 | 0.21% | 0.33% | 105 | +304 | 1.68% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,398 | 804 | 0.01% | 0.01% | 106 | +3,010 | 19.56% | Q2 2026 | Aug 12, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 18,354 | 802 | 0.46% | 0.45% | 107 | -153 | -0.83% | Q2 2026 | Jul 31, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 17,963 | 785 | 0.38% | 0.34% | 108 | +1,300 | 7.8% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | New | 17,786 | 778 | 0.01% | — | 109 | +17,786 | New | Q2 2026 | Jul 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 17,404 | 761 | 0.58% | 0.56% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 17,028 | 744 | 0.05% | 0.05% | 111 | +18 | 0.11% | Q2 2026 | Jul 16, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,555 | 724 | 0.02% | 0.01% | 112 | +17 | 0.1% | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | Added to | 16,239 | 710 | 0.0% | 0.01% | 113 | +12,992 | 400.12% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 16,078 | 703 | 0.02% | 0.01% | 114 | +8,755 | 119.55% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,870 | 701 | 0.0% | 0.0% | 115 | +788 | 5.22% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | New | 15,958 | 698 | 0.0% | — | 118 | +15,958 | New | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,957 | 698 | 0.0% | 0.0% | 117 | +3,837 | 31.66% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,964 | 698 | 0.03% | 0.02% | 116 | +3,549 | 28.59% | Q2 2026 | Jul 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,714 | 687 | 0.02% | 0.02% | 119 | +160 | 1.03% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,560 | 680 | 0.0% | 0.0% | 120 | -7,507 | -32.54% | Q2 2026 | Aug 19, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 15,457 | 676 | 0.3% | 0.29% | 121 | +1 | 0.01% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 15,434 | 675 | 0.01% | 0.01% | 122 | -2,779 | -15.26% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | Added to | 14,482 | 633 | 0.0% | 0.0% | 123 | +7,499 | 107.39% | Q2 2026 | Aug 14, 2026 |
| Gibson Capital, LLC | History | No change | 14,121 | 617 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,781 | 602 | 0.0% | 0.0% | 125 | +277 | 2.05% | Q2 2026 | Jul 17, 2026 |
| Wedmont Private Capital | History | New | 13,616 | 601 | 0.02% | — | 126 | +13,616 | New | Q2 2026 | Jul 13, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 13,683 | 598 | 0.02% | 0.02% | 127 | -1,865 | -12.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 12,998 | 568 | 0.04% | 0.02% | 128 | +5,027 | 63.07% | Q2 2026 | Aug 14, 2026 |
| Perennial Advisors, LLC | History | No change | 12,675 | 554 | 0.09% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SHP Wealth Management | History | Reduced | 12,336 | 539 | 0.04% | 0.04% | 130 | -2,250 | -15.43% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | New | 11,990 | 524 | 0.02% | — | 132 | +11,990 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 11,981 | 524 | 0.0% | 0.0% | 131 | +6,032 | 101.4% | Q2 2026 | Aug 13, 2026 |
| Madrona Financial Services, LLC | History | No change | 11,706 | 512 | 0.09% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 11,618 | 508 | 0.01% | 0.0% | 134 | +12 | 0.1% | Q2 2026 | Jul 27, 2026 |
| FMA Wealth Management, LLC | History | Added to | 11,607 | 507 | 0.32% | 0.29% | 135 | +12 | 0.1% | Q2 2026 | Jul 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,552 | 505 | 0.03% | 0.03% | 136 | +162 | 1.42% | Q2 2026 | Jul 27, 2026 |
| Maia Wealth LLC | History | Added to | 11,547 | 505 | 0.07% | 0.07% | 137 | +14 | 0.12% | Q2 2026 | Jul 28, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,552 | 505 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 11,356 | 496 | 0.0% | 0.0% | 139 | -3,121 | -21.56% | Q2 2026 | Aug 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,227 | 491 | 0.03% | 0.02% | 140 | +10 | 0.09% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 11,200 | 490 | 0.03% | 0.02% | 141 | +12 | 0.11% | Q2 2026 | Jul 29, 2026 |
| Security National Bank | History | No change | 11,056 | 483 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | Added to | 10,849 | 474 | 0.0% | 0.0% | 143 | +8,995 | 485.17% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 10,833 | 473 | 0.03% | 0.03% | 144 | +11 | 0.1% | Q2 2026 | Aug 17, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 10,707 | 468 | 0.14% | 0.13% | 145 | +12 | 0.11% | Q2 2026 | Jul 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,604 | 463 | 0.01% | 0.01% | 147 | -2,223 | -17.33% | Q2 2026 | Jul 28, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 10,595 | 463 | 0.12% | 0.12% | 146 | -1,026 | -8.83% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | Reduced | 10,082 | 441 | 0.07% | 0.16% | 148 | -13,753 | -57.7% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | Added to | 10,021 | 438 | 0.0% | 0.0% | 149 | +10 | 0.1% | Q2 2026 | Aug 13, 2026 |
| CLG LLC | History | Added to | 9,982 | 436 | 0.1% | 0.08% | 150 | +842 | 9.21% | Q2 2026 | Jul 16, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 9,763 | 427 | 0.02% | 0.02% | 151 | -258 | -2.57% | Q2 2026 | Jul 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 9,571 | 418 | 0.0% | — | 152 | +9,571 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 9,491 | 415 | 0.0% | 0.0% | 154 | +7,262 | 325.8% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | Added to | 9,506 | 415 | 0.01% | 0.01% | 153 | +169 | 1.81% | Q2 2026 | Aug 07, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 11,000 | 412 | 0.07% | 0.09% | 155 | -2,222 | -16.81% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,348 | 408 | 0.01% | 0.01% | 156 | +8 | 0.09% | Q2 2026 | Jul 24, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,006 | 393 | 0.07% | 0.05% | 157 | +2,047 | 29.42% | Q2 2026 | Aug 05, 2026 |
| National Wealth Management Group, LLC | History | No change | 8,762 | 383 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,601 | 376 | 0.01% | 0.01% | 159 | +1,348 | 18.59% | Q2 2026 | Jul 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 8,577 | 375 | 0.01% | — | 160 | +8,577 | New | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 8,469 | 370 | 0.0% | — | 161 | +8,469 | New | Q2 2026 | Aug 14, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 8,425 | 368 | 0.22% | 0.14% | 162 | +2,656 | 46.04% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 8,341 | 364 | 0.13% | 0.12% | 163 | +759 | 10.01% | Q2 2026 | Jul 23, 2026 |
| Sage Capital Management, LLC | History | Added to | 8,278 | 362 | 0.14% | 0.15% | 164 | +6 | 0.07% | Q2 2026 | Jul 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 8,061 | 352 | 0.05% | 0.05% | 165 | +834 | 11.54% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,909 | 346 | 0.01% | 0.01% | 166 | -4,047 | -33.85% | Q2 2026 | Aug 03, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 7,852 | 344 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 7,646 | 334 | 0.02% | 0.02% | 168 | +1 | 0.01% | Q2 2026 | Aug 04, 2026 |
| Empower Advisory Group, LLC | History | No change | 7,502 | 328 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,425 | 324 | 0.01% | 0.01% | 170 | -74 | -0.99% | Q2 2026 | Jul 09, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 7,184 | 314 | 0.04% | 0.04% | 171 | +8 | 0.11% | Q2 2026 | Aug 12, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 7,399 | 310 | 0.23% | — | 172 | +7,399 | New | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,072 | 309 | 0.01% | 0.02% | 173 | +304 | 4.49% | Q2 2026 | Jul 28, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 7,104 | 308 | 0.07% | 0.08% | 174 | +7 | 0.1% | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,982 | 305 | 0.01% | 0.01% | 175 | +300 | 4.49% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 7,236 | 303 | 0.01% | — | 176 | +7,236 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,236 | 303 | 0.01% | — | 177 | +7,236 | New | Q2 2026 | Jul 29, 2026 |
| Widmann Financial Services, Inc. | History | New | 6,898 | 301 | 0.16% | — | 178 | +6,898 | New | Q2 2026 | Aug 14, 2026 |
| Bensler, LLC | History | Reduced | 6,564 | 287 | 0.03% | 0.03% | 179 | -1,096 | -14.31% | Q2 2026 | Jul 23, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 6,527 | 285 | 0.0% | 0.0% | 180 | +34 | 0.52% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 6,499 | 284 | 0.02% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | No change | 6,301 | 275 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | New | 6,184 | 270 | 0.07% | — | 184 | +6,184 | New | Q2 2026 | Jul 17, 2026 |
| RDA Financial Network | History | Reduced | 6,175 | 270 | 0.06% | 0.06% | 183 | -341 | -5.23% | Q2 2026 | Jul 06, 2026 |
| Curi Capital, LLC | History | Reduced | 6,081 | 266 | 0.0% | 0.0% | 185 | -911 | -13.03% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,076 | 265 | 0.0% | 0.0% | 186 | +257 | 4.42% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | New | 5,957 | 260 | 0.06% | — | 187 | +5,957 | New | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 5,864 | 256 | 0.0% | — | 189 | +5,864 | New | Q2 2026 | Aug 10, 2026 |
| KLCM Advisors, Inc. | History | New | 5,858 | 256 | 0.02% | — | 188 | +5,858 | New | Q2 2026 | Aug 06, 2026 |
| Richardson Capital Management LLC | History | No change | 5,777 | 252 | 0.11% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 5,752 | 251 | 0.01% | 0.07% | 191 | -166,758 | -96.67% | Q2 2026 | Aug 12, 2026 |
| Calamos Wealth Management LLC | History | No change | 5,726 | 250 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,707 | 249 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 5,500 | 240 | 0.02% | 0.02% | 194 | -200 | -3.51% | Q2 2026 | Jul 28, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 5,421 | 237 | 0.03% | 0.03% | 195 | -224 | -3.97% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 5,432 | 237 | 0.01% | 0.01% | 196 | +5 | 0.09% | Q2 2026 | Aug 12, 2026 |
| Carson Advisory Inc. | History | New | 5,365 | 234 | 0.11% | — | 197 | +5,365 | New | Q2 2026 | Aug 11, 2026 |
| Opus Financial Solutions LLC | History | No change | 5,348 | 233 | 0.19% | 0.19% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,323 | 232 | 0.0% | — | 199 | +5,323 | New | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | New | 5,231 | 228 | 0.0% | — | 200 | +5,231 | New | Q2 2026 | Jul 29, 2026 |
| Traynor Capital Management, Inc. | History | New | 5,093 | 222 | 0.01% | — | 201 | +5,093 | New | Q2 2026 | Jul 22, 2026 |
| Apex Wealth Management, LLC | History | New | 5,084 | 222 | 0.14% | — | 202 | +5,084 | New | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 5,040 | 221 | 0.01% | 0.0% | 203 | +3 | 0.06% | Q2 2026 | Aug 05, 2026 |
| LVW Advisors, LLC | History | New | 5,043 | 220 | 0.02% | — | 204 | +5,043 | New | Q2 2026 | Jul 15, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | New | 5,004 | 218 | 0.03% | — | 205 | +5,004 | New | Q2 2026 | Aug 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 4,907 | 214 | 0.1% | 0.1% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 4,856 | 212 | 0.01% | — | 207 | +4,856 | New | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | New | 4,762 | 208 | 0.0% | — | 208 | +4,762 | New | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 4,081 | 178 | 0.0% | 0.0% | 209 | -131 | -3.11% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,631 | 158 | 0.0% | 0.0% | 210 | +252 | 7.46% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,598 | 157 | 0.0% | 0.0% | 211 | -416 | -10.36% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 3,504 | 153 | 0.05% | — | 212 | +3,504 | New | Q2 2026 | Jul 07, 2026 |
| Blume Capital Management, Inc. | History | No change | 3,264 | 142 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,113 | 136 | 0.0% | 0.0% | 214 | +10 | 0.32% | Q2 2026 | Jul 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,929 | 128 | 0.11% | 0.11% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,939 | 84 | 0.01% | 0.01% | 216 | -155 | -7.4% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,892 | 82 | 0.0% | 0.0% | 217 | +144 | 8.24% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,861 | 81 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 1,527 | 71 | 0.0% | 0.02% | 219 | -7,197 | -82.5% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,621 | 70 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROGCO, LP | History | No change | 1,521 | 66 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,451 | 63 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,385 | 60 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,241 | 54 | 0.0% | 0.0% | 224 | -4,515 | -78.44% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | New | 1,236 | 54 | 0.05% | — | 225 | +1,236 | New | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | Added to | 1,200 | 52 | 0.0% | 0.0% | 226 | +700 | 140.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,183 | 51 | 0.0% | 0.0% | 227 | +33 | 2.87% | Q2 2026 | Jul 22, 2026 |
| Colonial Trust Advisors | History | No change | 1,121 | 49 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 1,092 | 47 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,043 | 45 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Costello Asset Management, INC | History | No change | 1,025 | 44 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| POM Investment Strategies, LLC | History | No change | 928 | 40 | 0.05% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 860 | 37 | 0.0% | 0.0% | 233 | +591 | 219.7% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 688 | 30 | 0.0% | 0.0% | 234 | +1 | 0.15% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 595 | 26 | 0.01% | 0.01% | 235 | +1 | 0.17% | Q2 2026 | Jul 30, 2026 |
| Heritage Wealth Advisors | History | No change | 552 | 24 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 540 | 23 | 0.01% | — | 237 | +540 | New | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 488 | 21 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | New | 470 | 20 | 0.0% | — | 239 | +470 | New | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | New | 435 | 19 | 0.0% | — | 241 | +435 | New | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 440 | 19 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 410 | 17 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 300 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 253 | 11 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archer Investment Corp | History | No change | 204 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 106 | 4 | 0.0% | 0.01% | 246 | -141 | -57.09% | Q2 2026 | Aug 28, 2026 |
| Piscataqua Savings Bank | History | New | 110 | 4 | 0.0% | — | 247 | +110 | New | Q2 2026 | Jul 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 82 | 3 | 0.0% | 0.0% | 248 | +34 | 70.83% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Essential Investment Partners LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,742 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,459 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,012 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,005 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,764 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,796 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,726 | -100.0% | Q2 2026 | Jul 31, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,347 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,470 | -100.0% | Q2 2026 | Jul 27, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |