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 | No change | 28,217,093 | 1,132,351 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,623,230 | 506,570 | 0.27% | 0.27% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 9,187,600 | 368,698 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,917,073 | 357,842 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,783,053 | 352,463 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,943,791 | 318,818 | 0.37% | 0.37% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,707,611 | 269,176 | 0.34% | 0.34% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,362,792 | 261,057 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,366,242 | 215,347 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 4,791,472 | 192,281 | 0.18% | 0.18% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,681,096 | 187,852 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 4,203,525 | 168,687 | 0.54% | 0.54% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 4,168,960 | 167,300 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 4,088,085 | 164,054 | 12.71% | 12.71% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,879,279 | 115,545 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 2,577,382 | 103,430 | 5.5% | 5.5% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,867,208 | 75,136 | 9.46% | 9.46% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,718,711 | 68,971 | 2.51% | 2.51% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,667,208 | 66,905 | 0.56% | 0.56% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 1,534,642 | 61,585 | 9.14% | 9.14% | 20 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | No change | 1,508,800 | 60,548 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 1,507,517 | 60,496 | 6.83% | 6.83% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 1,374,725 | 55,167 | 7.98% | 7.98% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Strategies Group, Inc. | History | No change | 1,245,191 | 50,006 | 7.97% | 7.97% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CGC Financial Services, LLC | History | No change | 1,191,080 | 47,798 | 10.75% | 10.75% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | No change | 1,143,098 | 45,872 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 1,097,586 | 44,046 | 11.87% | 11.87% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,093,828 | 43,895 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,042,003 | 41,815 | 2.99% | 2.99% | 29 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,036,773 | 41,606 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,029,427 | 41,310 | 0.19% | 0.19% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 971,692 | 38,993 | 1.2% | 1.2% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 909,512 | 36,498 | 2.05% | 2.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 897,962 | 36,035 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 885,510 | 35,535 | 0.56% | 0.56% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Calamos Wealth Management LLC | History | No change | 872,840 | 35,027 | 1.06% | 1.06% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 786,045 | 31,544 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Stratos Investment Management, LLC | History | No change | 715,008 | 28,693 | 1.04% | 1.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 691,217 | 27,738 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berman McAleer LLC | History | No change | 676,597 | 27,151 | 3.14% | 3.14% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 658,432 | 26,422 | 13.19% | 13.19% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 622,123 | 24,965 | 1.59% | 1.59% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 599,030 | 24,039 | 0.24% | 0.24% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 597,385 | 23,973 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 587,100 | 23,431 | 0.65% | 0.71% | 45 | -56,446 | -8.77% | Q3 2026 | Oct 08, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 583,475 | 23,414 | 2.98% | 2.98% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 580,795 | 23,307 | 2.07% | 2.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 568,182 | 22,636 | 6.82% | 6.82% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 542,356 | 21,764 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 539,045 | 21,631 | 4.35% | 4.35% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 528,384 | 21,204 | 0.18% | 0.18% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 510,485 | 20,485 | 2.4% | 2.4% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 509,621 | 20,451 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DURANTE & WATERS, LLC | History | No change | 487,223 | 19,552 | 12.81% | 12.81% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TABLEAUX LLC | History | No change | 484,426 | 19,439 | 8.18% | 8.18% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 463,871 | 18,615 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 459,536 | 18,441 | 3.86% | 3.86% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 459,430 | 18,437 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Armor Investment Advisors, LLC | History | No change | 449,492 | 18,038 | 5.79% | 5.79% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 445,595 | 17,881 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stone House Investment Management, LLC | History | No change | 442,968 | 17,776 | 2.36% | 2.36% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GERBER, LLC | History | No change | 429,421 | 17,232 | 8.1% | 8.1% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | No change | 426,806 | 17,127 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 407,710 | 16,940 | 8.8% | 8.8% | 64 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Advyzon Investment Management, LLC | History | No change | 408,549 | 16,395 | 1.19% | 1.19% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 406,794 | 16,235 | 2.76% | 2.8% | 66 | -2,735 | -0.67% | Q3 2026 | Oct 07, 2026 |
| Advantage Trust Co | History | No change | 389,586 | 15,634 | 5.5% | 5.5% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 389,091 | 15,614 | 0.67% | 0.67% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 381,396 | 15,305 | 10.56% | 10.56% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 380,168 | 15,256 | 0.87% | 0.87% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 362,880 | 14,562 | 0.16% | 0.16% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valley Financial Group, Inc. | History | No change | 358,136 | 14,371 | 7.09% | 7.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Investments, LLC | History | No change | 354,940 | 14,243 | 1.58% | 1.58% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 344,597 | 13,752 | 3.45% | 3.42% | 74 | +15,882 | 4.83% | Q3 2026 | Oct 08, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 325,035 | 13,043 | 3.63% | 3.63% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Certified Advisory Corp | History | No change | 322,301 | 12,933 | 1.04% | 1.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 320,439 | 12,804 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 316,789 | 12,712 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 308,575 | 12,383 | 5.06% | 5.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STEPH & CO | History | Reduced | 309,835 | 12,365 | 3.15% | 3.26% | 80 | -10,585 | -3.3% | Q3 2026 | Oct 07, 2026 |
| FWG Holdings, LLC | History | No change | 303,016 | 12,072 | 4.19% | 4.19% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 300,213 | 12,047 | 3.45% | 3.45% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avior Wealth Management, LLC | History | No change | 295,286 | 11,849 | 0.31% | 0.31% | 83 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 293,507 | 11,778 | 6.32% | 6.32% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 287,888 | 11,552 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Marble Wealth, LLC | History | No change | 281,213 | 11,285 | 1.73% | 1.73% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Emerald Advisors, LLC | History | No change | 280,396 | 11,252 | 1.41% | 1.41% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 276,515 | 11,096 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 275,674 | 11,062 | 0.37% | 0.37% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 268,093 | 10,758 | 8.82% | 8.82% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cooper Financial Group | History | Added to | 268,083 | 10,699 | 0.85% | 0.85% | 91 | +12,271 | 4.8% | Q3 2026 | Oct 07, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 266,329 | 10,687 | 5.14% | 5.14% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 263,399 | 10,570 | 2.08% | 2.08% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 248,587 | 9,976 | 2.53% | 2.53% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stokes Family Office, LLC | History | No change | 244,013 | 9,792 | 1.14% | 1.14% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 242,683 | 9,685 | 0.07% | 0.08% | 96 | -2,898 | -1.18% | Q3 2026 | Oct 08, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 235,336 | 9,444 | 4.98% | 4.98% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| S Harris Financial Group, LLC | History | No change | 231,681 | 9,297 | 7.2% | 7.2% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | No change | 231,135 | 9,275 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tepp RIA, LLC | History | No change | 230,310 | 9,242 | 6.27% | 6.27% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Systelligence, LLC | History | No change | 229,681 | 9,217 | 1.54% | 1.54% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 229,275 | 9,200 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 227,140 | 9,115 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacies Wealth LLC | History | No change | 225,546 | 9,051 | 4.96% | 4.96% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 224,891 | 9,024 | 4.64% | 4.64% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bravera Wealth | History | No change | 223,912 | 8,985 | 3.45% | 3.45% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 217,824 | 8,741 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICUS CAPITAL | History | No change | 209,652 | 8,413 | 0.54% | 0.54% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 208,223 | 8,356 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 206,422 | 8,283 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 206,063 | 8,269 | 1.16% | 1.16% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 194,901 | 7,821 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 194,375 | 7,800 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BG Investment Services, LLC | History | No change | 193,100 | 7,749 | 5.58% | 5.58% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| InTrack Investment Management Inc | History | No change | 188,783 | 7,575 | 3.76% | 3.76% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 187,919 | 7,541 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 182,845 | 7,297 | 1.64% | 0.38% | 117 | +141,124 | 338.26% | Q3 2026 | Oct 08, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 180,496 | 7,243 | 0.59% | 0.59% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMA Wealth Management, LLC | History | No change | 180,299 | 7,235 | 4.63% | 4.63% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Convergence Financial, LLC | History | No change | 178,022 | 7,143 | 0.57% | 0.57% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 172,484 | 6,921 | 1.32% | 1.32% | 121 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 172,484 | 6,921 | 1.32% | 1.32% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 169,708 | 6,810 | 0.27% | 0.27% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 168,831 | 6,738 | 4.41% | 3.62% | 124 | +34,825 | 25.99% | Q3 2026 | Oct 06, 2026 |
| Advisory Services Network, LLC | History | No change | 163,137 | 6,546 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FinArc Investments, Inc. | History | No change | 162,289 | 6,512 | 5.9% | 5.9% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summitas Investment Management LLC | History | No change | 159,552 | 6,402 | 4.76% | 4.76% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veridan Wealth LLC | History | No change | 159,498 | 6,400 | 2.18% | 2.18% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 158,109 | 6,344 | 0.95% | 0.95% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 156,953 | 6,298 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Quarterback LLC | History | No change | 153,327 | 6,153 | 1.9% | 1.9% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 142,180 | 5,705 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 138,685 | 5,566 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Management PBC | History | Added to | 138,590 | 5,531 | 2.48% | 2.44% | 134 | +2,775 | 2.04% | Q3 2026 | Oct 01, 2026 |
| Mariner, LLC | History | No change | 129,479 | 5,195 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 138,878 | 5,166 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 128,728 | 5,165 | 1.16% | 1.16% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Resource Group | History | No change | 128,600 | 5,160 | 0.78% | 0.78% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 127,665 | 5,123 | 0.33% | 0.33% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 125,355 | 5,030 | 0.64% | 0.64% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PKS Advisory Services, LLC | History | No change | 122,402 | 4,911 | 0.78% | 0.78% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 120,955 | 4,853 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 118,908 | 4,771 | 1.49% | 1.49% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 118,348 | 4,749 | 2.7% | 2.7% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 115,482 | 4,634 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 112,630 | 4,519 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M Holdings Securities, Inc. | History | No change | 112,111 | 4,481 | 0.61% | 0.61% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 108,237 | 4,343 | 0.97% | 0.97% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearwave Capital, LLC | History | No change | 106,411 | 4,270 | 2.35% | 2.35% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 101,621 | 4,078 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coyle Financial Counsel LLC | History | No change | 95,803 | 3,844 | 0.7% | 0.7% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLG LLC | History | No change | 94,859 | 3,806 | 0.84% | 0.84% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 93,311 | 3,762 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 91,134 | 3,657 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 89,759 | 3,602 | 0.56% | 0.56% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WARNER FINANCIAL, INC | History | No change | 88,115 | 3,536 | 1.04% | 1.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Premier Private Wealth Management LLC | History | No change | 86,663 | 3,477 | 3.04% | 3.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 86,048 | 3,453 | 1.86% | 1.86% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 84,397 | 3,386 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 81,736 | 3,280 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 79,253 | 3,180 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PlanVest Financial, Inc | History | No change | 78,117 | 3,134 | 2.09% | 2.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRA Financial Services, LLC | History | No change | 77,697 | 3,117 | 0.36% | 0.36% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 77,219 | 3,098 | 0.15% | 0.15% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 76,440 | 3,050 | 0.72% | 0.69% | 165 | +5,355 | 7.53% | Q3 2026 | Oct 07, 2026 |
| HB Wealth Management, LLC | History | No change | 75,547 | 3,031 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 73,634 | 2,954 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Everest Financial Group LLC | History | No change | 73,485 | 2,948 | 0.4% | 0.4% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 73,242 | 2,939 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 72,103 | 2,893 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 72,080 | 2,892 | 0.45% | 0.45% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 68,706 | 2,757 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 67,406 | 2,704 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 67,249 | 2,698 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 65,116 | 2,613 | 1.31% | 1.31% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HERBST GROUP, LLC | History | No change | 65,098 | 2,612 | 1.42% | 1.42% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Platt Wealth Management LLC | History | No change | 64,944 | 2,606 | 2.1% | 2.1% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 63,946 | 2,566 | 0.45% | 0.45% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 63,927 | 2,565 | 0.5% | 0.5% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Breakwater Capital Group | History | Added to | 63,883 | 2,549 | 0.3% | 0.29% | 180 | +3,721 | 6.18% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 62,626 | 2,513 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 62,569 | 2,510 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OmniStar Financial Group, Inc. | History | No change | 61,494 | 2,467 | 1.14% | 1.14% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 60,341 | 2,421 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 61,097 | 2,415 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 59,159 | 2,374 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investmark Advisory Group LLC | History | No change | 57,095 | 2,291 | 0.87% | 0.87% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 56,060 | 2,249 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Townsend Financial Planning, LLC | History | No change | 54,973 | 2,206 | 1.92% | 1.92% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 54,777 | 2,198 | 0.92% | 0.92% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 54,196 | 2,174 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 54,058 | 2,169 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 53,393 | 2,130 | 0.52% | 0.51% | 193 | +5,246 | 10.9% | Q3 2026 | Oct 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 52,706 | 2,115 | 0.35% | 0.35% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 52,509 | 2,107 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 50,825 | 2,040 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 50,505 | 2,026 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WCG Wealth Advisors LLC | History | No change | 48,067 | 1,928 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 47,686 | 1,913 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 46,856 | 1,868 | 0.45% | 0.45% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 44,334 | 1,791 | 1.58% | 1.58% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 44,420 | 1,782 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 43,994 | 1,765 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 43,970 | 1,764 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Element Wealth, LLC | History | No change | 43,873 | 1,760 | 0.66% | 0.66% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 43,114 | 1,730 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 41,677 | 1,683 | 0.85% | 0.85% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Storgate, LLC | History | No change | 40,702 | 1,633 | 0.34% | 0.34% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 40,408 | 1,621 | 0.53% | 0.53% | 209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | No change | 40,159 | 1,611 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 39,841 | 1,598 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Axis Wealth Partners, LLC | History | No change | 39,413 | 1,581 | 0.76% | 0.76% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 41,763 | 1,553 | 0.98% | 0.98% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | No change | 38,061 | 1,527 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 36,244 | 1,454 | 0.78% | 0.78% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 35,548 | 1,426 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 35,276 | 1,415 | 0.17% | 0.17% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NWAM LLC | History | No change | 34,919 | 1,401 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Williams & Novak Wealth Management, LLC | History | Added to | 33,971 | 1,355 | 0.8% | 0.74% | 219 | +5,993 | 21.42% | Q3 2026 | Oct 09, 2026 |
| Betterment LLC | History | No change | 32,630 | 1,309 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | Added to | 32,275 | 1,288 | 0.38% | 0.27% | 221 | +11,384 | 54.49% | Q3 2026 | Oct 07, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 31,996 | 1,284 | 0.78% | 0.78% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Freedom, LLC | History | No change | 31,880 | 1,279 | 0.59% | 0.59% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 30,975 | 1,243 | 0.77% | 0.77% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Redwood Financial Network Corp | History | No change | 30,595 | 1,227 | 0.68% | 0.68% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 30,287 | 1,215 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Financial Network, Inc. | History | No change | 29,781 | 1,195 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Corient Private Wealth LP | History | No change | 28,599 | 1,147 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 28,172 | 1,130 | 0.42% | 0.42% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 27,656 | 1,109 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 27,097 | 1,087 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 25,893 | 1,039 | 0.33% | 0.33% | 232 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MN Wealth Advisors, LLC | History | No change | 25,826 | 1,036 | 0.44% | 0.44% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evergreen Private Wealth LLC | History | No change | 25,799 | 1,035 | 0.38% | 0.38% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Calamos Advisors LLC | History | No change | 25,432 | 1,020 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 24,440 | 980 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCTC Holdings, LLC | History | No change | 23,189 | 930 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 22,877 | 918 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 22,550 | 904 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weaver Consulting Group | History | Added to | 22,405 | 894 | 0.17% | 0.12% | 240 | +7,840 | 53.83% | Q3 2026 | Oct 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 21,790 | 874 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARWA LLC | History | No change | 21,463 | 859 | 0.36% | 0.36% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevation Wealth Management LLC | History | No change | 21,321 | 855 | 0.64% | 0.64% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 21,183 | 850 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 20,533 | 824 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 20,123 | 807 | 0.23% | 0.23% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SFG Wealth Management, LLC. | History | No change | 20,107 | 806 | 0.29% | 0.29% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 19,644 | 802 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 19,948 | 800 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cadia Private Client LLC | History | No change | 19,759 | 792 | 0.57% | 0.57% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 18,374 | 737 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Piscataqua Savings Bank | History | No change | 18,378 | 737 | 0.5% | 0.5% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fiduciary Group, LLC | History | No change | 18,305 | 734 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 18,139 | 727 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 17,582 | 705 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 17,500 | 702 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 16,618 | 666 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bleakley Financial Group, LLC | History | No change | 16,586 | 665 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salus Financial Advisors, LLC | History | No change | 16,410 | 658 | 0.32% | 0.32% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 15,802 | 634 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 15,756 | 632 | 0.17% | 0.17% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 15,696 | 629 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 15,384 | 617 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 15,387 | 617 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| World Investment Advisors | History | No change | 15,645 | 606 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Financial Advisors, LLC | History | No change | 15,068 | 604 | 0.34% | 0.34% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 14,874 | 596 | 0.42% | 0.42% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 14,772 | 592 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prospera Financial Services Inc | History | No change | 14,097 | 565 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | No change | 13,900 | 557 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 13,878 | 556 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Monetary Solutions, Ltd | History | No change | 13,553 | 543 | 0.47% | 0.47% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 57 | 538 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LongView Wealth Management | History | No change | 13,381 | 536 | 0.14% | 0.14% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 13,144 | 527 | 0.08% | 0.08% | 275 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 13,015 | 522 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,845 | 515 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NICOLET BANKSHARES INC | History | No change | 12,617 | 513 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 12,805 | 513 | 0.14% | 0.14% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centurion Wealth Management LLC | History | No change | 12,750 | 511 | 0.12% | 0.12% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 12,558 | 503 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,465 | 500 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 11,683 | 468 | 0.14% | 0.14% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,201 | 449 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 10,921 | 438 | 0.09% | 0.09% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bath Savings Trust Co | History | Added to | 10,870 | 433 | 0.04% | 0.03% | 286 | +2,540 | 30.49% | Q3 2026 | Oct 07, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 10,716 | 430 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,661 | 427 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,528 | 422 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 10,503 | 421 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,426 | 418 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan A Wealth LLC | History | Added to | 10,370 | 413 | 0.15% | 0.16% | 292 | +1,236 | 13.53% | Q3 2026 | Oct 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,182 | 408 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Advisors, LLC | History | No change | 10,000 | 401 | 0.19% | 0.19% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Capital Corp/CO | History | No change | 9,981 | 400 | 0.19% | 0.19% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 9,882 | 396 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clarity Asset Management, Inc. | History | No change | 9,701 | 389 | 0.19% | 0.19% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 9,664 | 387 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 9,594 | 385 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 9,526 | 382 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |