FIDELITY COVINGTON TRUST - FENI
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.
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| 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 | 27,130,531 | 1,009,255 | 0.05% | 0.04% | 1 | +4,594,021 | 20.38% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,625,396 | 432,464 | 0.27% | 0.22% | 2 | +1,910,043 | 19.66% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,420,376 | 276,038 | 0.05% | 0.03% | 3 | +2,879,118 | 63.4% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 6,972,872 | 259,390 | 0.07% | 0.04% | 4 | +2,847,282 | 69.02% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,242,889 | 232,375 | 0.05% | 0.03% | 5 | +2,801,493 | 81.41% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,088,056 | 226,475 | 0.32% | 0.24% | 6 | +1,225,605 | 25.21% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,818,381 | 179,243 | 0.06% | 0.05% | 7 | +773,776 | 19.13% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,704,639 | 175,012 | 0.05% | 0.04% | 8 | +636,822 | 15.66% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,488,531 | 166,645 | 0.24% | 0.23% | 9 | +112,981 | 2.58% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 4,260,462 | 158,489 | 0.17% | 0.12% | 10 | +1,299,196 | 43.87% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,987,513 | 148,335 | 0.56% | 0.45% | 11 | +983,896 | 32.76% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,662,354 | 136,239 | 0.01% | 0.0% | 12 | +3,129,069 | 586.75% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 3,637,188 | 135,303 | 12.85% | 11.63% | 13 | +176,225 | 5.09% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 3,349,683 | 124,608 | 0.01% | 0.0% | 14 | +2,819,117 | 531.34% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,500,523 | 94,469 | 5.7% | 5.46% | 15 | +33,312 | 1.35% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,245,858 | 83,546 | 0.01% | 0.01% | 16 | +962,414 | 74.99% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,798,727 | 70,384 | 9.39% | 9.93% | 17 | +155,541 | 9.47% | Q1 2026 | May 06, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 1,515,603 | 56,380 | 9.44% | 8.9% | 18 | +55,731 | 3.82% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,418,041 | 52,751 | 0.52% | 0.44% | 19 | +200,762 | 16.49% | Q1 2026 | May 08, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 1,407,460 | 52,357 | 6.77% | 6.17% | 20 | +146,713 | 11.64% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Added to | 1,401,650 | 52,141 | 0.01% | 0.0% | 21 | +583,819 | 71.39% | Q1 2026 | May 05, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 1,321,950 | 49,176 | 7.79% | 5.24% | 22 | +485,068 | 57.96% | Q1 2026 | Apr 09, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 1,200,853 | 46,713 | 7.81% | 7.8% | 23 | +55,917 | 4.88% | Q1 2026 | May 08, 2026 |
| CGC Financial Services, LLC | History | Added to | 1,182,571 | 43,991 | 12.71% | 11.57% | 24 | +810 | 0.07% | Q1 2026 | Apr 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | New | 1,030,071 | 38,318 | 11.74% | — | 25 | +1,030,071 | New | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,004,119 | 37,353 | 0.1% | 0.06% | 26 | +386,971 | 62.7% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 969,801 | 36,076 | 0.2% | 0.19% | 27 | +3,783 | 0.39% | Q1 2026 | May 05, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 913,060 | 33,965 | 1.28% | 1.21% | 28 | -88,483 | -8.83% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Added to | 902,738 | 33,581 | 0.62% | 0.53% | 29 | +135,141 | 17.61% | Q1 2026 | Apr 17, 2026 |
| Waterloo Capital, L.P. | History | Added to | 878,848 | 32,693 | 2.3% | 1.8% | 30 | +197,382 | 28.96% | Q1 2026 | May 12, 2026 |
| Calamos Advisors LLC | History | New | 793,005 | 29,499 | 0.1% | — | 31 | +793,005 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 768,542 | 28,589 | 0.98% | — | 32 | +768,542 | New | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 768,272 | 28,579 | 0.03% | 0.01% | 33 | +500,677 | 187.1% | Q1 2026 | May 12, 2026 |
| Stephens Consulting, LLC | History | No change | 748,808 | 27,391 | 8.85% | 8.85% | 34 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 697,004 | 25,928 | 2.1% | — | 35 | +697,004 | New | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 651,751 | 24,245 | 0.14% | 0.14% | 36 | -3,125 | -0.48% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 647,066 | 24,070 | 0.07% | 0.04% | 37 | +215,091 | 49.79% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 624,192 | 23,219 | 0.73% | 0.68% | 38 | +113,067 | 22.12% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 600,012 | 22,320 | 0.0% | 0.01% | 39 | -1,999,988 | -76.92% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 577,571 | 21,485 | 0.02% | 0.02% | 40 | +118,114 | 25.71% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 560,515 | 20,851 | 0.24% | 0.06% | 41 | +420,867 | 301.38% | Q1 2026 | Apr 28, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 559,219 | 20,802 | 2.88% | 2.37% | 42 | +81,864 | 17.15% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 552,118 | 20,539 | 0.65% | — | 43 | +552,118 | New | Q1 2026 | May 15, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 526,493 | 19,585 | 4.67% | 4.92% | 44 | +8,401 | 1.62% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 525,841 | 19,561 | 0.21% | 0.18% | 45 | +100,581 | 23.65% | Q1 2026 | Apr 20, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 516,768 | 19,223 | 6.71% | 2.71% | 46 | +328,581 | 174.6% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 492,122 | 18,304 | 0.03% | 0.03% | 47 | +42,467 | 9.44% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 466,168 | 17,341 | 1.28% | 1.18% | 48 | +27,483 | 6.26% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 450,994 | 16,776 | 0.08% | 0.01% | 49 | +365,762 | 429.14% | Q1 2026 | Apr 24, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 429,234 | 16,697 | 3.47% | 2.95% | 50 | +78,997 | 22.56% | Q1 2026 | May 04, 2026 |
| Stone House Investment Management, LLC | History | Added to | 443,277 | 16,489 | 2.95% | 1.87% | 51 | +114,290 | 34.74% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 440,512 | 16,387 | 0.04% | 0.02% | 52 | +201,821 | 84.55% | Q1 2026 | Apr 22, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 436,361 | 16,232 | 2.15% | — | 53 | +436,361 | New | Q1 2026 | Apr 21, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 436,059 | 16,221 | 5.85% | 4.98% | 54 | +65,646 | 17.72% | Q1 2026 | Apr 29, 2026 |
| TABLEAUX LLC | History | Added to | 433,107 | 16,111 | 7.8% | 7.64% | 55 | +145,905 | 50.8% | Q1 2026 | May 14, 2026 |
| GERBER, LLC | History | Added to | 423,859 | 15,767 | 8.8% | 8.47% | 56 | +8,439 | 2.03% | Q1 2026 | Apr 22, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 401,971 | 15,729 | 8.65% | 8.83% | 57 | -14,011 | -3.37% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 396,639 | 14,754 | 0.71% | 0.62% | 58 | +47,953 | 13.75% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 381,859 | 14,205 | 0.71% | 0.64% | 59 | +46,436 | 13.84% | Q1 2026 | Apr 23, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 380,286 | 14,146 | 2.78% | 2.76% | 60 | +23,151 | 6.48% | Q1 2026 | Apr 20, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 376,535 | 14,007 | 10.14% | 9.57% | 61 | +1,578 | 0.42% | Q1 2026 | May 06, 2026 |
| Advantage Trust Co | History | Added to | 372,794 | 13,867 | 6.21% | 6.06% | 62 | +5,133 | 1.4% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Reduced | 363,613 | 13,526 | 0.17% | 0.17% | 63 | -4,854 | -1.32% | Q1 2026 | May 12, 2026 |
| Great Lakes Retirement, Inc. | History | New | 355,056 | 13,208 | 1.37% | — | 64 | +355,056 | New | Q1 2026 | May 06, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 354,530 | 13,188 | 10.64% | 9.43% | 65 | +61,638 | 21.04% | Q1 2026 | Apr 28, 2026 |
| Valley Financial Group, Inc. | History | Added to | 347,249 | 12,917 | 6.97% | 6.74% | 66 | +19,469 | 5.94% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 339,918 | 12,644 | 0.39% | 0.28% | 67 | +131,198 | 62.86% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | New | 335,992 | 12,498 | 0.5% | — | 68 | +335,992 | New | Q1 2026 | Apr 28, 2026 |
| Parkside Investments, LLC | History | Added to | 324,562 | 12,073 | 1.47% | 0.08% | 69 | +308,087 | 1870.03% | Q1 2026 | Apr 08, 2026 |
| STEPH & CO | History | Added to | 320,835 | 11,935 | 3.4% | 3.17% | 70 | +20,377 | 6.78% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 316,940 | 11,790 | 1.06% | — | 71 | +316,940 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 321,684 | 11,603 | 0.0% | 0.0% | 72 | +38,593 | 13.63% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | New | 310,721 | 11,558 | 1.19% | — | 73 | +310,721 | New | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 305,295 | 11,356 | 0.06% | 0.04% | 74 | +16,196 | 5.6% | Q1 2026 | Apr 29, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 303,763 | 11,299 | 3.39% | 3.09% | 75 | -3,608 | -1.17% | Q1 2026 | Apr 15, 2026 |
| Certified Advisory Corp | History | Added to | 303,627 | 11,294 | 1.01% | 0.71% | 76 | +91,177 | 42.92% | Q1 2026 | Apr 17, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 295,097 | 10,977 | 4.04% | 3.48% | 77 | +49,452 | 20.13% | Q1 2026 | Apr 28, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 293,928 | 10,934 | 6.32% | 6.03% | 78 | +12,049 | 4.27% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 288,706 | 10,757 | 0.05% | 0.03% | 79 | +113,424 | 64.71% | Q1 2026 | May 15, 2026 |
| FWG Holdings, LLC | History | New | 271,875 | 10,271 | 3.88% | — | 80 | +271,875 | New | Q1 2026 | Apr 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 268,744 | 9,997 | 10.0% | 9.81% | 81 | +2,427 | 0.91% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 256,168 | 9,529 | 0.06% | 0.05% | 82 | +44,703 | 21.14% | Q1 2026 | May 05, 2026 |
| Sentinel Advisory Group, LLC | History | New | 255,304 | 9,497 | 4.63% | — | 83 | +255,304 | New | Q1 2026 | May 14, 2026 |
| Tepp RIA, LLC | History | New | 253,799 | 9,441 | 7.39% | — | 84 | +253,799 | New | Q1 2026 | Apr 22, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | New | 253,398 | 9,426 | 1.96% | — | 85 | +253,398 | New | Q1 2026 | May 14, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 250,897 | 9,333 | 4.91% | 4.0% | 86 | +44,983 | 21.85% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 250,856 | 9,332 | 2.54% | 2.62% | 87 | -5,017 | -1.96% | Q1 2026 | Apr 29, 2026 |
| Convergence Financial, LLC | History | Reduced | 246,887 | 9,184 | 0.97% | 1.34% | 88 | -3,436 | -1.37% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 236,885 | 8,982 | 0.08% | 0.1% | 89 | -14,634 | -5.82% | Q1 2026 | Apr 07, 2026 |
| Emerald Advisors, LLC | History | Added to | 241,364 | 8,978 | 1.11% | 0.64% | 90 | +111,793 | 86.28% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | New | 240,058 | 8,930 | 0.01% | — | 91 | +240,058 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 237,060 | 8,818 | 0.57% | 0.41% | 92 | +64,187 | 37.13% | Q1 2026 | Apr 15, 2026 |
| Marble Wealth, LLC | History | New | 230,944 | 8,591 | 1.5% | — | 93 | +230,944 | New | Q1 2026 | May 14, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 223,827 | 8,326 | 5.12% | 4.41% | 94 | +50,614 | 29.22% | Q1 2026 | May 05, 2026 |
| Dougherty Wealth Advisers LLC | History | New | 212,819 | 7,916 | 5.02% | — | 95 | +212,819 | New | Q1 2026 | Apr 21, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 211,301 | 7,860 | 0.69% | — | 96 | +211,301 | New | Q1 2026 | May 06, 2026 |
| S Harris Financial Group, LLC | History | Added to | 208,974 | 7,773 | 7.09% | 6.88% | 97 | +12,600 | 6.42% | Q1 2026 | Apr 21, 2026 |
| Bravera Wealth | History | Added to | 202,371 | 7,528 | 3.39% | 3.28% | 98 | +23,535 | 13.16% | Q1 2026 | Apr 22, 2026 |
| Systelligence, LLC | History | Added to | 200,949 | 7,475 | 1.45% | 1.23% | 99 | +24,401 | 13.82% | Q1 2026 | Apr 21, 2026 |
| VICUS CAPITAL | History | Added to | 192,746 | 7,170 | 0.53% | 0.3% | 100 | +84,783 | 78.53% | Q1 2026 | Apr 22, 2026 |
| FMA Wealth Management, LLC | History | Added to | 184,973 | 6,881 | 4.58% | 4.37% | 101 | +813 | 0.44% | Q1 2026 | Apr 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 181,791 | 6,762 | 1.08% | 0.94% | 102 | +26,155 | 16.81% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 175,844 | 6,541 | 0.02% | 0.01% | 103 | +91,033 | 107.34% | Q1 2026 | May 13, 2026 |
| InTrack Investment Management Inc | History | Added to | 174,700 | 6,498 | 3.7% | 3.5% | 104 | +3,430 | 2.0% | Q1 2026 | Apr 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 171,781 | 6,390 | 0.47% | 0.48% | 105 | -12,386 | -6.73% | Q1 2026 | Apr 13, 2026 |
| BG Investment Services, LLC | History | Added to | 170,727 | 6,351 | 5.27% | 4.45% | 106 | +34,209 | 25.06% | Q1 2026 | May 08, 2026 |
| FinArc Investments, Inc. | History | New | 163,082 | 6,066 | 5.84% | — | 107 | +163,082 | New | Q1 2026 | May 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 161,956 | 5,924 | 0.29% | 0.28% | 108 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 159,153 | 5,821 | 0.04% | 0.02% | 109 | +60,815 | 61.84% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 154,142 | 5,734 | 0.08% | 0.14% | 110 | -102,711 | -39.99% | Q1 2026 | May 13, 2026 |
| Summitas Investment Management LLC | History | New | 152,952 | 5,689 | 4.46% | — | 111 | +152,952 | New | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 149,737 | 5,570 | 0.12% | 0.04% | 112 | +99,798 | 199.84% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 149,503 | 5,561 | 0.09% | 0.09% | 113 | +23,832 | 18.96% | Q1 2026 | May 15, 2026 |
| Veridan Wealth LLC | History | Added to | 149,046 | 5,544 | 2.05% | 1.77% | 114 | +4,623 | 3.2% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 143,734 | 5,346 | 0.07% | 0.06% | 115 | +26,786 | 22.9% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Added to | 139,143 | 5,176 | 2.6% | 2.49% | 116 | +3,389 | 2.5% | Q1 2026 | Apr 02, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 138,733 | 5,160 | 0.85% | 0.78% | 117 | +10,682 | 8.34% | Q1 2026 | Apr 29, 2026 |
| Wealth Quarterback LLC | History | Added to | 131,847 | 4,904 | 1.93% | 1.49% | 118 | +18,646 | 16.47% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 129,874 | 4,831 | 0.04% | 0.06% | 119 | -17,514 | -11.88% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 126,778 | 4,716 | 0.06% | 0.0% | 120 | +116,230 | 1101.92% | Q1 2026 | Apr 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 126,081 | 4,547 | 1.51% | 1.44% | 121 | +6,211 | 5.18% | Q1 2026 | Apr 27, 2026 |
| Cooper Financial Group | History | Reduced | 121,484 | 4,519 | 0.46% | 0.47% | 122 | -246 | -0.2% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 120,093 | 4,467 | 0.13% | 0.22% | 123 | -77,304 | -39.16% | Q1 2026 | Apr 09, 2026 |
| Advisory Resource Group | History | Reduced | 119,686 | 4,452 | 0.77% | 0.82% | 124 | -7,566 | -5.95% | Q1 2026 | May 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 117,222 | 4,360 | 3.42% | — | 125 | +117,222 | New | Q1 2026 | Apr 09, 2026 |
| M Holdings Securities, Inc. | History | Added to | 109,029 | 4,342 | 0.29% | 0.2% | 126 | +33,422 | 44.2% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 116,156 | 4,321 | 0.03% | 0.0% | 127 | +102,592 | 756.36% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 114,535 | 4,260 | 0.0% | 0.0% | 128 | +112,303 | 5031.5% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 113,123 | 4,208 | 0.14% | 0.13% | 129 | +1,972 | 1.77% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | New | 109,112 | 4,058 | 0.05% | — | 130 | +109,112 | New | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 105,875 | 3,938 | 0.11% | — | 131 | +105,875 | New | Q1 2026 | May 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 104,445 | 3,885 | 1.69% | 0.87% | 132 | +56,448 | 117.61% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 102,473 | 3,811 | 0.0% | 0.0% | 133 | +5,053 | 5.19% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 101,621 | 3,780 | 0.17% | 0.04% | 134 | +79,269 | 354.64% | Q1 2026 | May 12, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 98,347 | 3,658 | 0.77% | 0.78% | 135 | -1,248 | -1.25% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 95,307 | 3,545 | 0.07% | 0.05% | 136 | +23,105 | 32.0% | Q1 2026 | Apr 14, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 95,097 | 3,537 | 2.37% | — | 137 | +95,097 | New | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Added to | 92,827 | 3,453 | 0.0% | 0.0% | 138 | +86,340 | 1330.97% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 92,290 | 3,433 | 0.57% | — | 139 | +92,290 | New | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 92,425 | 3,380 | 0.26% | 0.26% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 87,443 | 3,253 | 0.09% | 0.04% | 141 | +48,130 | 122.43% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 87,170 | 3,242 | 0.52% | 0.48% | 142 | +15,518 | 21.66% | Q1 2026 | Apr 30, 2026 |
| Clearwave Capital, LLC | History | Added to | 85,939 | 3,196 | 2.19% | 1.82% | 143 | +18,401 | 27.25% | Q1 2026 | Apr 29, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 85,683 | 3,187 | 0.64% | 0.51% | 144 | +20,343 | 31.13% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 85,279 | 3,172 | 0.0% | 0.0% | 145 | -350 | -0.41% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 84,641 | 3,148 | 0.8% | 0.38% | 146 | +47,576 | 128.36% | Q1 2026 | Apr 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 79,823 | 2,969 | 1.02% | 0.89% | 147 | +9,904 | 14.16% | Q1 2026 | Apr 08, 2026 |
| HERBST GROUP, LLC | History | New | 78,921 | 2,935 | 1.81% | — | 148 | +78,921 | New | Q1 2026 | Apr 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 78,671 | 2,926 | 0.02% | 0.02% | 149 | +212 | 0.27% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 77,930 | 2,899 | 2.2% | — | 150 | +77,930 | New | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 77,648 | 2,888 | 1.87% | 1.68% | 151 | +7,572 | 10.81% | Q1 2026 | May 20, 2026 |
| PKS Advisory Services, LLC | History | New | 77,615 | 2,887 | 0.67% | — | 152 | +77,615 | New | Q1 2026 | May 13, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 76,304 | 2,838 | 2.99% | 2.48% | 153 | +15,047 | 24.56% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 74,623 | 2,808 | 0.01% | 0.0% | 154 | -12,927 | -14.77% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 75,208 | 2,797 | 0.04% | 0.03% | 155 | +14,175 | 23.23% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 75,179 | 2,796 | 0.01% | 0.0% | 156 | +34,429 | 84.49% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 74,377 | 2,766 | 0.08% | 0.07% | 157 | +5,573 | 8.1% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 73,412 | 2,730 | 0.17% | 0.08% | 158 | +38,867 | 112.51% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 71,996 | 2,678 | 0.01% | 0.01% | 159 | +21,209 | 41.76% | Q1 2026 | May 08, 2026 |
| CRA Financial Services, LLC | History | Added to | 71,263 | 2,650 | 0.34% | 0.1% | 160 | +50,390 | 241.41% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 68,057 | 2,531 | 0.0% | 0.0% | 161 | +1,961 | 2.97% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 65,207 | 2,425 | 0.04% | 0.03% | 162 | +24,613 | 60.63% | Q1 2026 | May 18, 2026 |
| KFA Private Wealth Group, LLC | History | New | 63,800 | 2,373 | 0.57% | — | 163 | +63,800 | New | Q1 2026 | Apr 20, 2026 |
| Platt Wealth Management LLC | History | Added to | 63,181 | 2,350 | 2.29% | 2.22% | 164 | +1,997 | 3.26% | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 61,618 | 2,292 | 0.06% | 0.06% | 165 | +369 | 0.6% | Q1 2026 | May 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 60,969 | 2,268 | 0.38% | 0.34% | 166 | +3,750 | 6.55% | Q1 2026 | Apr 29, 2026 |
| Quantinno Capital Management LP | History | New | 60,346 | 2,244 | 0.0% | — | 167 | +60,346 | New | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 60,033 | 2,196 | 0.6% | 0.6% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 58,638 | 2,181 | 0.13% | 0.1% | 169 | +11,715 | 24.97% | Q1 2026 | May 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 57,648 | 2,144 | 0.48% | 0.44% | 170 | +5,316 | 10.16% | Q1 2026 | Apr 27, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 57,275 | 2,131 | 1.11% | 1.44% | 171 | -10,099 | -14.99% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 56,357 | 2,096 | 0.02% | 0.01% | 172 | +18,113 | 47.36% | Q1 2026 | Apr 15, 2026 |
| Breakwater Capital Group | History | Added to | 56,314 | 2,094 | 0.28% | 0.26% | 173 | +4,543 | 8.78% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 56,139 | 2,088 | 0.06% | 0.06% | 174 | -3,034 | -5.13% | Q1 2026 | May 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 55,913 | 2,079 | 0.39% | 0.28% | 175 | +14,696 | 35.66% | Q1 2026 | Apr 08, 2026 |
| CLG LLC | History | Added to | 55,100 | 2,049 | 0.51% | 0.49% | 176 | +1,632 | 3.05% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 53,735 | 1,998 | 0.04% | 0.02% | 177 | +31,252 | 139.0% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Added to | 53,060 | 1,973 | 0.1% | 0.06% | 178 | +19,350 | 57.4% | Q1 2026 | May 05, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 52,706 | 1,960 | 0.35% | 0.98% | 179 | -113,690 | -68.32% | Q1 2026 | Apr 29, 2026 |
| Investmark Advisory Group LLC | History | Added to | 49,643 | 1,846 | 0.79% | 0.66% | 180 | +7,218 | 17.01% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 46,665 | 1,832 | 0.5% | 0.41% | 181 | +5,837 | 14.3% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 49,014 | 1,823 | 0.05% | 0.07% | 182 | -6,381 | -11.52% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 47,931 | 1,783 | 0.0% | 0.0% | 183 | +609 | 1.29% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 47,251 | 1,758 | 0.05% | 0.04% | 184 | +12,650 | 36.56% | Q1 2026 | Apr 21, 2026 |
| LongView Wealth Management | History | Reduced | 43,189 | 1,718 | 0.43% | 0.74% | 185 | -37,446 | -46.44% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 45,531 | 1,693 | 0.07% | 0.07% | 186 | +3,844 | 9.22% | Q1 2026 | Apr 28, 2026 |
| Kapstone Financial Advisors LLC | History | New | 45,026 | 1,674 | 0.82% | — | 187 | +45,026 | New | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 42,800 | 1,592 | 0.0% | — | 188 | +42,800 | New | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 42,450 | 1,579 | 0.12% | — | 189 | +42,450 | New | Q1 2026 | Apr 29, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 40,063 | 1,563 | 1.47% | 1.47% | 190 | +2,502 | 6.66% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 41,700 | 1,551 | 0.03% | 0.03% | 191 | +10,464 | 33.5% | Q1 2026 | May 15, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 41,763 | 1,527 | 0.94% | 0.94% | 192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sharkey, Howes & Javer | History | Added to | 40,159 | 1,493 | 0.2% | 0.18% | 193 | +2,280 | 6.02% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 40,091 | 1,491 | 0.03% | 0.04% | 194 | -12,511 | -23.78% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 40,031 | 1,489 | 0.09% | 0.05% | 195 | +17,227 | 75.54% | Q1 2026 | May 04, 2026 |
| Townsend Financial Planning, LLC | History | New | 39,405 | 1,465 | 1.42% | — | 196 | +39,405 | New | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 38,434 | 1,429 | 0.08% | 0.05% | 197 | +15,860 | 70.26% | Q1 2026 | Apr 30, 2026 |
| LINCOLN CAPITAL CORP | History | New | 37,740 | 1,403 | 0.52% | — | 198 | +37,740 | New | Q1 2026 | Apr 16, 2026 |
| Element Wealth, LLC | History | Added to | 37,352 | 1,389 | 0.57% | 0.39% | 199 | +11,703 | 45.63% | Q1 2026 | May 04, 2026 |
| Wealth Advisors of Iowa, LLC | History | New | 36,318 | 1,351 | 0.42% | — | 200 | +36,318 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,961 | 1,337 | 0.0% | 0.0% | 201 | +34,057 | 1788.71% | Q1 2026 | May 01, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 34,213 | 1,272 | 0.32% | 0.07% | 202 | +26,986 | 373.41% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 33,843 | 1,258 | 0.0% | 0.0% | 203 | +14,828 | 77.98% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 115,726 | 1,125 | 0.05% | 0.01% | 204 | +17,451 | 17.76% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 30,200 | 1,123 | 0.0% | 0.0% | 205 | +3,548 | 13.31% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,964 | 1,114 | 0.01% | 0.01% | 206 | -998 | -3.22% | Q1 2026 | May 13, 2026 |
| Mascagni Wealth Management, Inc. | History | New | 29,658 | 1,103 | 0.79% | — | 207 | +29,658 | New | Q1 2026 | May 19, 2026 |
| Creative Planning | History | Added to | 28,677 | 1,066 | 0.0% | 0.0% | 208 | +4,503 | 18.63% | Q1 2026 | May 12, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Added to | 28,276 | 1,051 | 0.68% | 0.5% | 209 | +6,576 | 30.3% | Q1 2026 | Apr 20, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 28,252 | 1,050 | 0.56% | 0.32% | 210 | +12,326 | 77.4% | Q1 2026 | Apr 24, 2026 |
| Williams & Novak, LLC | History | Added to | 27,438 | 1,040 | 0.78% | 0.65% | 211 | +3,793 | 16.04% | Q1 2026 | Apr 20, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 27,795 | 1,033 | 0.76% | 0.7% | 212 | +2,409 | 9.49% | Q1 2026 | May 05, 2026 |
| Redwood Financial Network Corp | History | Added to | 27,234 | 1,013 | 0.66% | 0.44% | 213 | +8,169 | 42.85% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | New | 27,063 | 1,006 | 0.04% | — | 214 | +27,063 | New | Q1 2026 | Apr 14, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 26,737 | 994 | 0.4% | 0.28% | 215 | +7,098 | 36.14% | Q1 2026 | Apr 28, 2026 |
| Berman McAleer LLC | History | Added to | 26,406 | 982 | 0.13% | 0.04% | 216 | +19,205 | 266.7% | Q1 2026 | Apr 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 24,987 | 929 | 0.01% | 0.01% | 217 | +5,418 | 27.69% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 24,494 | 911 | 0.01% | — | 218 | +24,494 | New | Q1 2026 | May 04, 2026 |
| Rollins Financial Advisors, LLC | History | New | 23,886 | 888 | 0.14% | — | 219 | +23,886 | New | Q1 2026 | May 05, 2026 |
| TCTC Holdings, LLC | History | Added to | 22,979 | 854 | 0.02% | 0.02% | 220 | +170 | 0.75% | Q1 2026 | May 07, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 22,808 | 848 | 0.31% | 0.24% | 221 | +5,773 | 33.89% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,340 | 831 | 0.0% | 0.0% | 222 | +93 | 0.42% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,188 | 825 | 0.0% | 0.0% | 223 | +5,706 | 34.62% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | New | 20,813 | 774 | 0.07% | — | 224 | +20,813 | New | Q1 2026 | Apr 30, 2026 |
| Signature Wealth Management Group | History | New | 20,390 | 758 | 0.29% | — | 225 | +20,390 | New | Q1 2026 | Apr 01, 2026 |
| Elevation Wealth Management LLC | History | Added to | 19,796 | 736 | 0.68% | 0.62% | 226 | +2,211 | 12.57% | Q1 2026 | May 11, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 19,625 | 730 | 0.3% | 0.33% | 227 | -3,167 | -13.9% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 19,023 | 707 | 0.01% | 0.01% | 228 | +5,506 | 40.73% | Q1 2026 | May 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 19,347 | 707 | 0.21% | 0.21% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,920 | 703 | 0.0% | 0.0% | 230 | +2,197 | 13.14% | Q1 2026 | Apr 30, 2026 |
| Piscataqua Savings Bank | History | Added to | 18,378 | 683 | 0.48% | 0.24% | 232 | +8,950 | 94.93% | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,385 | 683 | 0.06% | 0.06% | 231 | +364 | 2.02% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Group, LLC | History | Added to | 18,300 | 680 | 0.06% | 0.06% | 233 | +4 | 0.02% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 18,231 | 678 | 0.02% | 0.02% | 234 | -420 | -2.25% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 18,166 | 675 | 0.03% | 0.02% | 235 | +6,538 | 56.23% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 17,325 | 644 | 0.0% | 0.0% | 236 | +1,825 | 11.77% | Q1 2026 | Apr 15, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 17,302 | 643 | 0.37% | 0.38% | 237 | +13 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 16,715 | 633 | 0.01% | 0.01% | 238 | +4,076 | 32.25% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 16,932 | 629 | 0.07% | — | 239 | +16,932 | New | Q1 2026 | May 04, 2026 |
| Worth Asset Management, LLC | History | New | 16,814 | 625 | 0.23% | — | 240 | +16,814 | New | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 16,428 | 611 | 0.0% | 0.0% | 241 | +9,894 | 151.42% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 16,349 | 608 | 0.0% | 0.0% | 242 | +10,426 | 176.03% | Q1 2026 | May 14, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 15,992 | 594 | 0.29% | 0.16% | 243 | +7,234 | 82.6% | Q1 2026 | Apr 22, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 15,637 | 581 | 0.1% | 0.29% | 244 | -30,526 | -66.13% | Q1 2026 | Apr 28, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 15,129 | 562 | 0.47% | 0.36% | 245 | -46 | -0.3% | Q1 2026 | May 01, 2026 |
| Financial Freedom, LLC | History | Added to | 14,641 | 544 | 0.27% | 0.04% | 246 | +12,297 | 524.62% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,457 | 537 | 0.01% | 0.01% | 247 | -306 | -2.07% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 14,407 | 535 | 0.02% | 0.01% | 248 | +4,477 | 45.09% | Q1 2026 | Apr 08, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 13,585 | 505 | 0.15% | 0.16% | 249 | -601 | -4.24% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 13,501 | 502 | 0.02% | 0.01% | 250 | +4,617 | 51.97% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 13,502 | 502 | 0.01% | 0.01% | 251 | -2,064 | -13.26% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,400 | 498 | 0.04% | 0.03% | 252 | +2,300 | 20.72% | Q1 2026 | May 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 13,386 | 497 | 0.14% | 0.13% | 253 | +293 | 2.24% | Q1 2026 | Apr 08, 2026 |
| ARWA LLC | History | Added to | 12,440 | 487 | 0.24% | 0.24% | 254 | +1,190 | 10.58% | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 13,078 | 486 | 0.01% | — | 255 | +13,078 | New | Q1 2026 | May 08, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 13,024 | 484 | 0.08% | 0.07% | 256 | +1,466 | 12.68% | Q1 2026 | Apr 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,853 | 478 | 0.0% | 0.0% | 257 | +5,735 | 80.57% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 12,419 | 462 | 0.01% | 0.01% | 258 | -421 | -3.28% | Q1 2026 | Apr 27, 2026 |
| Cadia Private Client LLC | History | New | 12,279 | 456 | 0.37% | — | 259 | +12,279 | New | Q1 2026 | May 20, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 12,190 | 453 | 0.23% | 0.45% | 260 | -10,392 | -46.02% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | New | 11,843 | 440 | 0.01% | — | 261 | +11,843 | New | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | New | 11,793 | 438 | 0.01% | — | 262 | +11,793 | New | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 11,911 | 435 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 11,683 | 434 | 0.15% | — | 264 | +11,683 | New | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 11,436 | 425 | 0.06% | 0.06% | 265 | +1,852 | 19.32% | Q1 2026 | May 08, 2026 |
| PCA Investment Advisory Services Inc. | History | New | 11,367 | 422 | 0.14% | — | 266 | +11,367 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,111 | 406 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,346 | 385 | 0.0% | 0.11% | 268 | -1,743,726 | -99.41% | Q1 2026 | May 01, 2026 |
| Destiny Capital Corp/CO | History | Added to | 10,305 | 383 | 0.2% | 0.15% | 269 | +2,099 | 25.58% | Q1 2026 | May 11, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 10,046 | 373 | 0.05% | — | 270 | +10,046 | New | Q1 2026 | May 14, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 10,000 | 372 | 0.1% | — | 271 | +10,000 | New | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 9,909 | 368 | 0.0% | 0.0% | 273 | -2,610 | -20.85% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | No change | 9,894 | 368 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 9,882 | 367 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 9,815 | 365 | 0.27% | — | 275 | +9,815 | New | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 9,664 | 359 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Plan A Wealth LLC | History | Reduced | 9,500 | 353 | 0.17% | 0.17% | 277 | -230 | -2.36% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 9,477 | 352 | 0.24% | 0.22% | 278 | +26 | 0.28% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,335 | 347 | 0.0% | 0.0% | 279 | +7,061 | 310.51% | Q1 2026 | May 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 9,294 | 345 | 0.05% | 0.05% | 280 | +34 | 0.37% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Reduced | 9,251 | 344 | 0.02% | 0.02% | 281 | -516 | -5.28% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 9,215 | 342 | 0.01% | — | 282 | +9,215 | New | Q1 2026 | Apr 23, 2026 |
| Westmount Partners, LLC | History | Added to | 8,954 | 333 | 0.08% | 0.08% | 283 | +66 | 0.74% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,916 | 331 | 0.01% | 0.01% | 285 | +7 | 0.08% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 8,900 | 331 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 8,567 | 318 | 0.06% | 0.05% | 286 | +964 | 12.68% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | New | 8,422 | 313 | 0.07% | — | 287 | +8,422 | New | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,564 | 297 | 0.02% | 0.02% | 288 | +304 | 4.19% | Q1 2026 | May 01, 2026 |
| Monetary Solutions, Ltd | History | Added to | 7,945 | 295 | 0.29% | 0.25% | 289 | +1,101 | 16.09% | Q1 2026 | May 01, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 7,819 | 290 | 0.04% | 0.04% | 290 | +29 | 0.37% | Q1 2026 | May 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 7,206 | 268 | 0.02% | 0.01% | 291 | +581 | 8.77% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,109 | 264 | 0.01% | 0.01% | 292 | -677 | -8.7% | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 7,041 | 261 | 0.07% | 0.11% | 293 | -4,503 | -39.01% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | New | 7,000 | 260 | 0.0% | — | 294 | +7,000 | New | Q1 2026 | May 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 6,891 | 256 | 0.23% | 0.05% | 295 | +749 | 12.19% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 6,804 | 253 | 0.01% | 0.01% | 296 | +1,106 | 19.41% | Q1 2026 | May 11, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 6,763 | 251 | 0.09% | 0.29% | 297 | -15,373 | -69.45% | Q1 2026 | Apr 27, 2026 |
| Anson Capital, Inc. | History | No change | 6,680 | 248 | 0.17% | 0.18% | 298 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,133 | 243 | 0.01% | 0.02% | 299 | -5,408 | -46.86% | Q1 2026 | May 14, 2026 |
| WealthTrust Axiom LLC | History | New | 6,530 | 242 | 0.06% | — | 300 | +6,530 | New | Q1 2026 | May 11, 2026 |