FIDELITY COVINGTON TRUST - FELV
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 | 16,663,093 | 668,023 | 0.03% | 0.03% | 1 | +498,728 | 3.09% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,652,906 | 106,354 | 0.13% | 0.1% | 2 | +648,003 | 32.32% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | New | 1,800,000 | 72,162 | 0.02% | — | 3 | +1,800,000 | New | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 986,432 | 39,546 | 0.01% | 0.01% | 4 | +257,070 | 35.25% | Q2 2026 | Aug 07, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 671,110 | 26,904 | 6.98% | 10.41% | 5 | -322,392 | -32.45% | Q2 2026 | Jul 09, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 656,484 | 26,318 | 12.27% | 11.21% | 6 | +8,262 | 1.27% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 579,147 | 23,231 | 0.03% | 0.01% | 7 | +396,835 | 217.67% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 485,013 | 19,444 | 0.03% | 0.03% | 8 | +7,817 | 1.64% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 371,293 | 14,885 | 0.0% | 0.0% | 9 | +348,897 | 1557.85% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 364,083 | 14,596 | 0.0% | 0.0% | 10 | +33,954 | 10.29% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 283,000 | 11,345 | 0.01% | 0.01% | 11 | +36,987 | 15.03% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 278,280 | 11,156 | 0.04% | 0.02% | 12 | +139,243 | 100.15% | Q2 2026 | Jul 28, 2026 |
| Advisory Resource Group | History | Added to | 225,693 | 9,048 | 1.36% | 1.29% | 13 | +11,242 | 5.24% | Q2 2026 | Jul 14, 2026 |
| Weil Company, Inc. | History | Reduced | 207,185 | 8,306 | 1.46% | 1.9% | 14 | -34,847 | -14.4% | Q2 2026 | Aug 05, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 159,753 | 6,404 | 2.66% | 2.82% | 15 | -8,726 | -5.18% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 150,300 | 6,025 | 0.0% | — | 16 | +150,300 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,347 | 5,546 | 0.01% | 0.01% | 17 | +33,409 | 31.84% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 135,369 | 5,426 | 0.09% | 0.16% | 18 | -2,677 | -1.94% | Q2 2026 | Jul 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 128,947 | 5,169 | 0.0% | 0.0% | 19 | +79,396 | 160.23% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 102,687 | 4,116 | 0.09% | 0.1% | 20 | -20,627 | -16.73% | Q2 2026 | Aug 14, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 117,328 | 4,095 | 2.65% | 2.65% | 21 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Investmark Advisory Group LLC | History | Added to | 99,479 | 3,988 | 1.51% | 1.38% | 22 | +6,935 | 7.49% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 97,145 | 3,894 | 0.01% | 0.01% | 23 | +38,026 | 64.32% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,705 | 3,756 | 0.0% | 0.0% | 24 | +20,470 | 27.95% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 84,590 | 3,391 | 0.03% | 0.03% | 25 | +13,581 | 19.13% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 82,972 | 3,327 | 0.0% | 0.0% | 26 | -1,401 | -1.66% | Q2 2026 | Aug 14, 2026 |
| FCG Investment Co | History | Reduced | 81,415 | 3,263 | 1.13% | 3.28% | 27 | -132,722 | -61.98% | Q2 2026 | Jul 13, 2026 |
| Processus Wealth & Capital Management, LLC | History | Reduced | 73,794 | 2,958 | 1.75% | 1.83% | 28 | -3,612 | -4.67% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 63,158 | 2,532 | 0.0% | — | 29 | +63,158 | New | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 57,961 | 2,323 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 52,263 | 2,095 | 0.01% | 0.01% | 31 | +10,002 | 23.67% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 47,317 | 1,896 | 0.02% | 0.02% | 32 | +15,012 | 46.47% | Q2 2026 | Aug 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 45,984 | 1,843 | 0.09% | 0.09% | 33 | -291 | -0.63% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 47,076 | 1,643 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,733 | 1,472 | 0.0% | 0.0% | 35 | +16,846 | 84.71% | Q2 2026 | Aug 19, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 35,326 | 1,416 | 0.31% | 0.32% | 36 | -456 | -1.27% | Q2 2026 | Aug 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 33,939 | 1,360 | 0.14% | 0.11% | 37 | +4,946 | 17.06% | Q2 2026 | Jul 24, 2026 |
| LYNCH & ASSOCIATES/IN | History | New | 33,092 | 1,326 | 0.23% | — | 38 | +33,092 | New | Q2 2026 | Jul 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 32,345 | 1,296 | 0.51% | 0.55% | 39 | -1,368 | -4.06% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Reduced | 31,609 | 1,267 | 0.0% | 0.01% | 40 | -22,009 | -41.05% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 31,397 | 1,258 | 0.1% | 0.12% | 41 | +35 | 0.11% | Q2 2026 | Jul 28, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 29,406 | 1,178 | 0.39% | — | 42 | +29,406 | New | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 28,345 | 1,136 | 0.0% | 0.0% | 43 | -2,641 | -8.52% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,557 | 1,104 | 0.01% | 0.01% | 44 | +2,134 | 8.39% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 25,914 | 1,038 | 0.0% | — | 45 | +25,914 | New | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | Reduced | 24,455 | 980 | 0.0% | 0.0% | 46 | -6 | -0.02% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 24,024 | 963 | 0.05% | 0.01% | 47 | +16,928 | 238.56% | Q2 2026 | Jul 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,351 | 936 | 0.0% | 0.0% | 48 | +6,809 | 41.16% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 22,898 | 917 | 0.11% | 0.1% | 49 | +12 | 0.05% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 22,436 | 899 | 0.05% | 0.05% | 50 | +189 | 0.85% | Q2 2026 | Aug 12, 2026 |
| BG Investment Services, LLC | History | Added to | 21,270 | 852 | 0.61% | 0.52% | 51 | +3,322 | 18.51% | Q2 2026 | Aug 05, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 20,668 | 828 | 0.62% | 0.6% | 52 | +73 | 0.35% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Reduced | 20,430 | 819 | 0.0% | 0.0% | 53 | -4,509 | -18.08% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 20,034 | 803 | 0.01% | 0.01% | 54 | -102 | -0.51% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 20,019 | 802 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 19,864 | 796 | 0.56% | 0.59% | 56 | -457 | -2.25% | Q2 2026 | Jul 31, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 18,390 | 737 | 0.35% | 0.36% | 57 | -185 | -1.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | New | 18,338 | 735 | 0.0% | — | 58 | +18,338 | New | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,064 | 724 | 0.0% | 0.0% | 59 | +494 | 2.81% | Q2 2026 | Aug 13, 2026 |
| WBH ADVISORY INC | History | Added to | 17,202 | 689 | 0.05% | 0.05% | 60 | +61 | 0.36% | Q2 2026 | Aug 05, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 15,648 | 627 | 0.1% | 0.23% | 61 | -12,633 | -44.67% | Q2 2026 | Aug 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 15,273 | 612 | 0.18% | 0.11% | 62 | +6,257 | 69.4% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,911 | 557 | 0.01% | 0.01% | 63 | +15 | 0.11% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 13,785 | 552 | 0.11% | 0.11% | 64 | +46 | 0.33% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,257 | 541 | 0.0% | 0.0% | 65 | +3,569 | 36.84% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,458 | 499 | 0.0% | 0.0% | 66 | +22 | 0.18% | Q2 2026 | Sep 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,090 | 484 | 0.0% | 0.0% | 67 | +3,179 | 35.68% | Q2 2026 | Aug 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | New | 11,595 | 464 | 0.15% | — | 68 | +11,595 | New | Q2 2026 | Aug 06, 2026 |
| SpringVest Wealth Management LLC | History | New | 11,468 | 459 | 0.29% | — | 69 | +11,468 | New | Q2 2026 | Jul 22, 2026 |
| Roxbury Financial LLC | History | Added to | 11,275 | 452 | 0.36% | 0.35% | 70 | +271 | 2.46% | Q2 2026 | Jul 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,209 | 449 | 0.0% | 0.0% | 71 | +1,000 | 9.8% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,948 | 438 | 0.01% | 0.01% | 72 | +11 | 0.1% | Q2 2026 | Jul 09, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 10,850 | 434 | 0.69% | 0.68% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centurion Wealth Management LLC | History | Added to | 10,743 | 430 | 0.1% | 0.06% | 75 | +3,453 | 47.37% | Q2 2026 | Jul 09, 2026 |
| Modera Wealth Management, LLC | History | No change | 10,730 | 430 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PCA Investment Advisory Services Inc. | History | New | 10,715 | 429 | 0.12% | — | 77 | +10,715 | New | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 10,708 | 429 | 0.01% | — | 76 | +10,708 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,933 | 398 | 0.0% | 0.0% | 78 | -2,285 | -18.7% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 9,463 | 379 | 0.0% | 0.0% | 79 | +2,644 | 38.77% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,446 | 378 | 0.0% | 0.0% | 80 | +247 | 2.69% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,299 | 372 | 0.0% | 0.0% | 81 | +2,685 | 40.6% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 9,000 | 360 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Capital, Inc. | History | Added to | 8,881 | 355 | 0.27% | 0.26% | 83 | +31 | 0.35% | Q2 2026 | Jul 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 8,773 | 351 | 0.01% | 0.01% | 84 | -298 | -3.29% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,693 | 348 | 0.0% | 0.0% | 85 | -209 | -2.35% | Q2 2026 | Jul 28, 2026 |
| Harbor Group, Inc. | History | Added to | 8,680 | 347 | 0.04% | 0.04% | 86 | +31 | 0.36% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,360 | 335 | 0.0% | 0.0% | 87 | -4,453 | -34.75% | Q2 2026 | Aug 07, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 8,220 | 329 | 0.06% | 0.06% | 88 | +29 | 0.35% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | New | 7,676 | 324 | 0.0% | — | 89 | +7,676 | New | Q2 2026 | Aug 10, 2026 |
| Lifeworks Advisors, LLC | History | No change | 7,982 | 319 | 0.03% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 7,945 | 318 | 0.07% | 0.07% | 91 | +28 | 0.35% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,826 | 313 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,585 | 304 | 0.01% | 0.01% | 93 | -211 | -2.71% | Q2 2026 | Jul 20, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 7,266 | 291 | 0.06% | 0.06% | 94 | -274 | -3.63% | Q2 2026 | Jul 27, 2026 |
| Evansbrook LLC | History | Reduced | 7,134 | 285 | 0.17% | 0.34% | 96 | -7,474 | -51.16% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 7,134 | 285 | 0.01% | 0.01% | 95 | -128 | -1.76% | Q2 2026 | Aug 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 8,160 | 284 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FMA Wealth Management, LLC | History | Added to | 7,077 | 283 | 0.18% | 0.16% | 98 | +25 | 0.35% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,966 | 279 | 0.0% | 0.0% | 99 | +5 | 0.07% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 6,887 | 276 | 0.1% | 0.12% | 100 | -1,641 | -19.24% | Q2 2026 | Jul 23, 2026 |
| S&A Financial Services, Inc. | History | New | 6,811 | 273 | 0.17% | — | 101 | +6,811 | New | Q2 2026 | Jul 27, 2026 |
| Leo Wealth, LLC | History | No change | 7,767 | 271 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Geneva Partners, LLC | History | New | 6,684 | 267 | 0.07% | — | 103 | +6,684 | New | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | New | 6,645 | 266 | 0.0% | — | 104 | +6,645 | New | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,514 | 261 | 0.01% | 0.01% | 105 | +300 | 4.83% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,281 | 250 | 0.0% | 0.0% | 106 | +2,241 | 55.47% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 6,244 | 250 | 0.01% | 0.01% | 107 | +21 | 0.34% | Q2 2026 | Jul 08, 2026 |
| Corient Private Wealth LP | History | New | 6,211 | 249 | 0.0% | — | 108 | +6,211 | New | Q2 2026 | Aug 27, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 6,183 | 247 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clark Asset Management, LLC | History | No change | 6,153 | 246 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aufman Associates Inc | History | No change | 6,133 | 245 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | New | 6,048 | 242 | 0.0% | — | 112 | +6,048 | New | Q2 2026 | Aug 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 6,001 | 240 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,941 | 238 | 0.01% | 0.01% | 114 | -3,430 | -36.6% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | New | 5,842 | 234 | 0.0% | — | 115 | +5,842 | New | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,773 | 231 | 0.0% | — | 116 | +5,773 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 5,710 | 228 | 0.01% | — | 118 | +5,710 | New | Q2 2026 | Jul 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 5,704 | 228 | 0.12% | 0.11% | 117 | +20 | 0.35% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 5,638 | 226 | 0.0% | — | 120 | +5,638 | New | Q2 2026 | Jul 17, 2026 |
| Bensler, LLC | History | Reduced | 5,640 | 226 | 0.02% | 0.02% | 119 | -738 | -11.57% | Q2 2026 | Jul 23, 2026 |
| Dynamic Financial Group | History | Reduced | 5,627 | 225 | 0.17% | 0.16% | 121 | -104 | -1.81% | Q2 2026 | Jul 27, 2026 |
| Breakwater Capital Group | History | New | 5,459 | 218 | 0.03% | — | 122 | +5,459 | New | Q2 2026 | Jul 08, 2026 |
| Main Street Financial Solutions, LLC | History | New | 5,364 | 215 | 0.01% | — | 123 | +5,364 | New | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | New | 5,330 | 213 | 0.0% | — | 124 | +5,330 | New | Q2 2026 | Aug 13, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 5,234 | 209 | 0.15% | — | 126 | +5,234 | New | Q2 2026 | Jul 31, 2026 |
| Genesis Wealth Advisors, LLC | History | New | 5,222 | 209 | 0.12% | — | 125 | +5,222 | New | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,145 | 206 | 0.0% | — | 127 | +5,145 | New | Q2 2026 | Aug 11, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 5,100 | 204 | 0.1% | — | 128 | +5,100 | New | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 5,057 | 202 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 5,019 | 201 | 0.0% | — | 130 | +5,019 | New | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 4,647 | 186 | 0.0% | — | 131 | +4,647 | New | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,581 | 183 | 0.01% | 0.0% | 132 | +992 | 27.64% | Q2 2026 | Jul 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 4,459 | 178 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 5,013 | 174 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 4,359 | 174 | 0.08% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,966 | 159 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richardson Capital Management LLC | History | No change | 3,844 | 154 | 0.07% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,640 | 145 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,555 | 142 | 0.0% | 0.0% | 139 | -2,123 | -37.39% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,122 | 125 | 0.0% | 0.0% | 140 | +820 | 35.62% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,023 | 81 | 0.0% | 0.0% | 141 | -580 | -22.28% | Q2 2026 | Aug 03, 2026 |
| Align Financial, LLC | History | No change | 2,018 | 80 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cordant, Inc. | History | Added to | 1,980 | 79 | 0.03% | 0.03% | 143 | +7 | 0.35% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,728 | 69 | 0.0% | 0.0% | 144 | +156 | 9.92% | Q2 2026 | Jul 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,710 | 68 | 0.0% | 0.0% | 145 | +6 | 0.35% | Q2 2026 | Jul 28, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,658 | 66 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 1,405 | 56 | 0.04% | — | 147 | +1,405 | New | Q2 2026 | Aug 18, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,151 | 46 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,006 | 40 | 0.0% | 0.0% | 149 | +719 | 250.52% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 924 | 37 | 0.0% | 0.0% | 150 | +82 | 9.74% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 875 | 35 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Reduced | 805 | 32 | 0.0% | 0.0% | 152 | -3 | -0.37% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 794 | 31 | 0.0% | 0.0% | 153 | +401 | 102.04% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 732 | 29 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 717 | 28 | 0.0% | — | 155 | +697 | 3485.0% | Q2 2026 | Aug 05, 2026 |
| POM Investment Strategies, LLC | History | No change | 721 | 28 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Register Financial Advisors LLC | History | No change | 703 | 28 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | Added to | 625 | 25 | 0.0% | 0.0% | 158 | +69 | 12.41% | Q2 2026 | Aug 12, 2026 |
| MilWealth Group LLC | History | No change | 633 | 25 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 463 | 18 | 0.0% | 0.0% | 161 | +379 | 451.19% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 440 | 17 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 397 | 15 | 0.0% | — | 163 | +397 | New | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | Reduced | 358 | 14 | 0.0% | 0.0% | 165 | -1,199 | -77.01% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 364 | 14 | 0.0% | 0.0% | 164 | -243 | -40.03% | Q2 2026 | Aug 06, 2026 |
| TFC Financial Management, Inc. | History | New | 343 | 13 | 0.0% | — | 169 | +343 | New | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | Added to | 325 | 13 | 0.0% | 0.0% | 167 | +1 | 0.31% | Q2 2026 | Jul 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 325 | 13 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 333 | 13 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 302 | 12 | 0.0% | 0.0% | 170 | +1 | 0.33% | Q2 2026 | Jul 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 286 | 11 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CKW FINANCIAL GROUP | History | No change | 236 | 9 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gleason Group, Inc. | History | Added to | 202 | 8 | 0.0% | 0.0% | 173 | +1 | 0.5% | Q2 2026 | Jul 13, 2026 |
| Blue Trust, Inc. | History | Added to | 193 | 7 | 0.0% | 0.0% | 175 | +1 | 0.52% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 198 | 7 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAYBAN | History | No change | 198 | 7 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Westside Investment Management, Inc. | History | New | 136 | 5 | 0.0% | — | 177 | +136 | New | Q2 2026 | Jul 27, 2026 |
| Community Financial Services Group, LLC | History | New | 109 | 4 | 0.0% | — | 180 | +109 | New | Q2 2026 | Jul 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 108 | 4 | 0.0% | — | 179 | +108 | New | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 119 | 4 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 90 | 3 | 0.0% | — | 184 | +90 | New | Q2 2026 | Sep 04, 2026 |
| Networth Advisors, LLC | History | Added to | 99 | 3 | 0.0% | 0.0% | 183 | +1 | 1.02% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 78 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 95 | 3 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | New | 49 | 2 | 0.0% | — | 187 | +49 | New | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | Reduced | 63 | 2 | 0.0% | 0.0% | 186 | -5 | -7.35% | Q2 2026 | Jul 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 47 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 28 | 1 | 0.0% | — | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,150 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,644 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Bancorp USA Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,657 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Winthrop Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,035 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,414 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kings Path Partners LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |