FIDELITY COVINGTON TRUST - FENI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 22,536,510 | 824,385 | 0.04% | 0.04% | 1 | +3,361,596 | 17.53% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,715,353 | 355,387 | 0.22% | 0.19% | 2 | +1,764,509 | 22.19% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,862,451 | 177,868 | 0.24% | 0.19% | 3 | +752,874 | 18.32% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,541,258 | 166,119 | 0.03% | 0.01% | 4 | +2,325,511 | 104.95% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,375,550 | 160,084 | 0.23% | 0.09% | 5 | +2,633,659 | 151.2% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,125,590 | 150,914 | 0.04% | 0.03% | 6 | +1,242,471 | 43.09% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,067,817 | 148,800 | 0.04% | 0.0% | 7 | +3,777,572 | 1301.51% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,044,605 | 147,951 | 0.05% | 0.03% | 8 | +1,790,414 | 79.43% | Q4 2025 | Feb 18, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 3,460,963 | 126,602 | 11.63% | 7.57% | 9 | +1,185,833 | 52.12% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,441,396 | 125,772 | 0.03% | 0.01% | 10 | +2,177,139 | 172.21% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,003,617 | 109,872 | 0.45% | 0.39% | 11 | +566,799 | 23.26% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,961,266 | 108,323 | 0.12% | 0.03% | 12 | +2,174,512 | 276.39% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,600,000 | 95,108 | 0.01% | 0.0% | 13 | +2,217,067 | 578.97% | Q4 2025 | Feb 12, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,467,211 | 90,250 | 5.46% | 5.41% | 14 | +44,916 | 1.85% | Q4 2025 | Jan 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,754,072 | 64,167 | 0.11% | 0.0% | 15 | +1,740,885 | 13201.52% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,643,186 | 63,706 | 9.93% | 9.23% | 16 | +25,753 | 1.59% | Q4 2025 | Feb 02, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 1,459,872 | 53,402 | 8.9% | 8.48% | 17 | +54,529 | 3.88% | Q4 2025 | Jan 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,283,444 | 46,948 | 0.01% | — | 18 | +1,283,444 | New | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 1,260,747 | 46,118 | 6.17% | 5.93% | 19 | +95,825 | 8.23% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,217,279 | 44,528 | 0.44% | 0.28% | 20 | +438,046 | 56.22% | Q4 2025 | Feb 13, 2026 |
| CGC Financial Services, LLC | History | Added to | 1,181,761 | 43,228 | 11.57% | 11.42% | 21 | +7,656 | 0.65% | Q4 2025 | Feb 03, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 1,144,936 | 43,106 | 7.8% | 7.62% | 22 | +24,043 | 2.14% | Q4 2025 | Feb 05, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 1,001,543 | 36,636 | 1.21% | 1.18% | 23 | +94,519 | 10.42% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 966,018 | 35,336 | 0.19% | — | 24 | +966,018 | New | Q4 2025 | Jan 29, 2026 |
| Align Financial, LLC | History | New | 35,117 | 35,117 | 0.02% | — | 25 | +35,117 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 836,882 | 30,613 | 5.24% | 5.25% | 26 | +12,538 | 1.52% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 817,831 | 29,916 | 0.0% | 0.0% | 27 | +662,121 | 425.23% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 767,597 | 28,078 | 0.53% | 0.21% | 28 | +484,194 | 170.85% | Q4 2025 | Feb 03, 2026 |
| Stephens Consulting, LLC | History | Added to | 748,808 | 27,391 | 8.85% | 8.94% | 29 | +8,588 | 1.16% | Q4 2025 | Jan 13, 2026 |
| Waterloo Capital, L.P. | History | New | 681,466 | 24,928 | 1.8% | — | 30 | +681,466 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 654,876 | 23,955 | 0.14% | 0.14% | 31 | +5,526 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 617,148 | 22,575 | 0.06% | 0.05% | 32 | +54,963 | 9.78% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 533,285 | 19,507 | 0.0% | 0.0% | 33 | +300,263 | 128.86% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 530,566 | 19,408 | 0.0% | 0.01% | 34 | -4,466,480 | -89.38% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 518,092 | 18,951 | 4.92% | 4.81% | 35 | -5,055 | -0.97% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 511,125 | 18,696 | 0.68% | — | 36 | +511,125 | New | Q4 2025 | Feb 02, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 477,355 | 17,461 | 2.37% | 2.31% | 37 | +22,795 | 5.01% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 459,457 | 16,806 | 0.02% | 0.01% | 38 | +86,171 | 23.08% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 449,655 | 16,448 | 0.03% | 0.03% | 39 | +36,772 | 8.91% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 438,685 | 16,047 | 1.18% | 1.16% | 40 | +56,692 | 14.84% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 431,975 | 15,801 | 0.04% | 0.02% | 41 | +259,996 | 151.18% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 425,260 | 15,556 | 0.18% | 0.23% | 42 | +51,376 | 13.74% | Q4 2025 | Jan 29, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 415,982 | 15,216 | 8.83% | 8.66% | 43 | +1,701 | 0.41% | Q4 2025 | Feb 24, 2026 |
| GERBER, LLC | History | Reduced | 415,420 | 15,196 | 8.47% | 9.49% | 44 | -12,733 | -2.97% | Q4 2025 | Jan 21, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 350,237 | 14,065 | 2.95% | 2.66% | 45 | +80,971 | 30.07% | Q4 2025 | Feb 13, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 374,957 | 13,715 | 9.57% | 8.68% | 46 | +40,565 | 12.13% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 368,467 | 13,563 | 0.17% | 0.17% | 47 | -4,941 | -1.32% | Q4 2025 | Jan 23, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 370,413 | 13,549 | 4.98% | 4.07% | 48 | +6,337 | 1.74% | Q4 2025 | Feb 05, 2026 |
| Advantage Trust Co | History | Added to | 367,661 | 13,449 | 6.06% | 5.75% | 49 | +7,043 | 1.95% | Q4 2025 | Jan 29, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 357,135 | 13,064 | 2.76% | 2.68% | 50 | +9,066 | 2.6% | Q4 2025 | Jan 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 348,686 | 12,754 | 0.62% | 0.59% | 51 | +16,570 | 4.99% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 335,423 | 12,269 | 0.64% | 0.02% | 52 | +326,370 | 3605.1% | Q4 2025 | Feb 05, 2026 |
| Stone House Investment Management, LLC | History | New | 328,987 | 12,034 | 1.87% | — | 53 | +328,987 | New | Q4 2025 | Jan 21, 2026 |
| Valley Financial Group, Inc. | History | New | 327,780 | 11,990 | 6.74% | — | 54 | +327,780 | New | Q4 2025 | Feb 18, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 307,371 | 11,243 | 3.09% | 3.19% | 55 | +10,893 | 3.67% | Q4 2025 | Jan 15, 2026 |
| STEPH & CO | History | New | 300,458 | 10,990 | 3.17% | — | 56 | +300,458 | New | Q4 2025 | Jan 23, 2026 |
| TABLEAUX LLC | History | Reduced | 287,202 | 10,785 | 7.64% | 6.49% | 57 | -172,590 | -37.54% | Q4 2025 | Feb 17, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 292,892 | 10,713 | 9.43% | — | 58 | +292,892 | New | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 289,099 | 10,575 | 0.04% | — | 59 | +289,099 | New | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 283,091 | 10,355 | 0.0% | 0.0% | 60 | +37,275 | 15.16% | Q4 2025 | Feb 11, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 281,879 | 10,316 | 6.03% | 5.66% | 61 | +41,314 | 17.17% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 267,595 | 9,788 | 0.01% | 0.01% | 62 | +75,419 | 39.24% | Q4 2025 | Feb 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 266,317 | 9,741 | 9.81% | 14.03% | 63 | +23,102 | 9.5% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 256,853 | 9,395 | 0.14% | 0.13% | 64 | +40,568 | 18.76% | Q4 2025 | Feb 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 255,873 | 9,360 | 2.62% | 2.62% | 65 | -6,519 | -2.48% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 251,519 | 9,200 | 0.1% | 0.06% | 66 | +145,162 | 136.49% | Q4 2025 | Jan 23, 2026 |
| Convergence Financial, LLC | History | Added to | 250,323 | 9,156 | 1.34% | 1.26% | 67 | +11,895 | 4.99% | Q4 2025 | Feb 11, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 245,645 | 8,985 | 3.48% | 3.04% | 68 | +25,478 | 11.57% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 238,691 | 8,731 | 0.02% | 0.02% | 69 | +22,939 | 10.63% | Q4 2025 | Feb 11, 2026 |
| Certified Advisory Corp | History | Added to | 212,450 | 7,771 | 0.71% | 0.62% | 70 | +26,152 | 14.04% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 211,465 | 7,735 | 0.05% | 0.04% | 71 | +19,799 | 10.33% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 208,720 | 7,634 | 0.28% | 0.0% | 72 | +206,853 | 11079.43% | Q4 2025 | Feb 06, 2026 |
| Andrews Advisory Associates, LLC | History | New | 205,914 | 7,532 | 4.0% | — | 73 | +205,914 | New | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | Added to | 200,321 | 7,372 | 0.32% | 0.29% | 74 | +8,960 | 4.68% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 197,397 | 7,220 | 0.22% | 0.07% | 75 | +131,790 | 200.88% | Q4 2025 | Jan 06, 2026 |
| S Harris Financial Group, LLC | History | New | 196,374 | 7,183 | 6.88% | — | 76 | +196,374 | New | Q4 2025 | Mar 03, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 188,187 | 6,970 | 2.71% | 1.48% | 77 | +90,615 | 92.87% | Q4 2025 | Jan 21, 2026 |
| FMA Wealth Management, LLC | History | Added to | 184,160 | 6,736 | 4.37% | 3.76% | 79 | +28,664 | 18.43% | Q4 2025 | Jan 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 184,167 | 6,736 | 0.48% | 0.44% | 78 | -1,483 | -0.8% | Q4 2025 | Jan 14, 2026 |
| Systelligence, LLC | History | Added to | 176,548 | 6,458 | 1.23% | 0.73% | 80 | +66,727 | 60.76% | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Added to | 175,282 | 6,411 | 0.03% | 0.02% | 81 | +119,235 | 212.74% | Q4 2025 | Feb 17, 2026 |
| DAHRING {-} CUSMANO LLC | History | Reduced | 173,213 | 6,336 | 4.41% | 4.42% | 82 | -396 | -0.23% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 172,873 | 6,323 | 0.41% | 0.41% | 83 | +4,642 | 2.76% | Q4 2025 | Jan 23, 2026 |
| InTrack Investment Management Inc | History | Added to | 171,270 | 6,265 | 3.5% | 3.44% | 84 | +7,952 | 4.87% | Q4 2025 | Jan 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 166,396 | 6,086 | 0.98% | 0.14% | 85 | +145,126 | 682.3% | Q4 2025 | Jan 26, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 161,956 | 5,924 | 0.28% | 0.25% | 86 | +31,350 | 24.0% | Q4 2025 | Jan 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 155,636 | 5,693 | 0.94% | — | 87 | +155,636 | New | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 147,388 | 5,391 | 0.06% | 0.05% | 88 | +3,987 | 2.78% | Q4 2025 | Feb 13, 2026 |
| Veridan Wealth LLC | History | Added to | 144,423 | 5,282 | 1.77% | 1.74% | 89 | +1,073 | 0.75% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 139,648 | 5,108 | 0.06% | 0.05% | 90 | +16,723 | 13.6% | Q4 2025 | Jan 20, 2026 |
| BG Investment Services, LLC | History | Added to | 136,518 | 4,993 | 4.45% | 3.55% | 91 | +34,491 | 33.81% | Q4 2025 | Feb 05, 2026 |
| Noble Wealth Management PBC | History | Reduced | 135,754 | 4,965 | 2.49% | 2.98% | 92 | -22,814 | -14.39% | Q4 2025 | Jan 05, 2026 |
| Emerald Advisors, LLC | History | Added to | 129,571 | 4,739 | 0.64% | 0.08% | 93 | +111,429 | 614.2% | Q4 2025 | Jan 27, 2026 |
| San Luis Wealth Advisors LLC | History | New | 128,051 | 4,684 | 0.78% | — | 94 | +128,051 | New | Q4 2025 | Jan 26, 2026 |
| Advisory Resource Group | History | Reduced | 127,252 | 4,654 | 0.82% | 0.81% | 95 | -832 | -0.65% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 125,671 | 4,597 | 0.09% | 0.02% | 96 | +97,306 | 343.05% | Q4 2025 | Feb 09, 2026 |
| Cooper Financial Group | History | New | 121,730 | 4,452 | 0.47% | — | 97 | +121,730 | New | Q4 2025 | Jan 08, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 119,870 | 4,384 | 1.44% | — | 98 | +119,870 | New | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 116,948 | 4,277 | 0.06% | 0.04% | 99 | +37,987 | 48.11% | Q4 2025 | Feb 17, 2026 |
| Wealth Quarterback LLC | History | Added to | 113,201 | 4,140 | 1.49% | 1.49% | 100 | +3,853 | 3.52% | Q4 2025 | Jan 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 111,151 | 4,065 | 0.13% | — | 101 | +111,151 | New | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 107,963 | 3,949 | 0.3% | 0.26% | 102 | +10,306 | 10.55% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 102,068 | 3,733 | 0.0% | 0.0% | 103 | -222,446 | -68.55% | Q4 2025 | Feb 17, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 99,595 | 3,643 | 0.78% | 0.82% | 104 | -1,544 | -1.53% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 98,338 | 3,597 | 0.02% | 0.02% | 105 | +33,728 | 52.2% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 98,275 | 3,594 | 0.01% | — | 106 | +98,275 | New | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 97,420 | 3,563 | 0.0% | 0.0% | 107 | +20,217 | 26.19% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 92,425 | 3,380 | 0.26% | 0.2% | 108 | +21,671 | 30.63% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 87,550 | 3,296 | 0.0% | 0.0% | 109 | +27,908 | 46.79% | Q4 2025 | Jan 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 85,629 | 3,132 | 0.0% | 0.0% | 110 | +85,553 | 112569.74% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 85,232 | 3,117 | 0.01% | 0.01% | 111 | +28,553 | 50.38% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Added to | 80,635 | 3,064 | 0.74% | 0.73% | 112 | +4,565 | 6.0% | Q4 2025 | Jan 13, 2026 |
| Lido Advisors, LLC | History | Added to | 84,811 | 2,992 | 0.01% | 0.01% | 113 | +449 | 0.53% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 78,459 | 2,870 | 0.02% | 0.02% | 114 | +7,651 | 10.81% | Q4 2025 | Feb 09, 2026 |
| M Holdings Securities, Inc. | History | New | 75,607 | 2,766 | 0.2% | — | 115 | +75,607 | New | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 72,202 | 2,641 | 0.05% | 0.05% | 116 | +3,007 | 4.35% | Q4 2025 | Jan 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 71,652 | 2,621 | 0.48% | 0.43% | 117 | +10,446 | 17.07% | Q4 2025 | Feb 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 70,076 | 2,563 | 1.68% | 1.23% | 118 | +8,173 | 13.2% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 69,919 | 2,558 | 0.89% | 0.85% | 119 | +5,309 | 8.22% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 68,804 | 2,516 | 0.07% | 0.06% | 120 | +8,296 | 13.71% | Q4 2025 | Jan 30, 2026 |
| Clearwave Capital, LLC | History | New | 67,538 | 2,470 | 1.82% | — | 121 | +67,538 | New | Q4 2025 | Mar 02, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 67,374 | 2,464 | 1.44% | 1.38% | 122 | +2,672 | 4.13% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 66,096 | 2,417 | 0.0% | — | 123 | +66,096 | New | Q4 2025 | Feb 02, 2026 |
| Premier Private Wealth Management LLC | History | New | 61,257 | 2,392 | 2.48% | — | 124 | +61,257 | New | Q4 2025 | Feb 11, 2026 |
| UPTICK PARTNERS, LLC | History | New | 65,340 | 2,390 | 0.51% | — | 125 | +65,340 | New | Q4 2025 | Feb 02, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 61,249 | 2,240 | 0.06% | 0.12% | 126 | +6,575 | 12.03% | Q4 2025 | Feb 10, 2026 |
| Platt Wealth Management LLC | History | New | 61,184 | 2,238 | 2.22% | — | 127 | +61,184 | New | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 61,033 | 2,232 | 0.03% | 0.03% | 128 | +3,047 | 5.25% | Q4 2025 | Feb 09, 2026 |
| Running Point Capital Advisors, LLC | History | New | 60,033 | 2,196 | 0.6% | — | 129 | +60,033 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 59,173 | 2,164 | 0.06% | 0.07% | 130 | -1,563 | -2.57% | Q4 2025 | Feb 19, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 57,219 | 2,093 | 0.34% | 0.27% | 131 | +10,124 | 21.5% | Q4 2025 | Jan 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 55,395 | 2,026 | 0.07% | 0.01% | 132 | +48,650 | 721.28% | Q4 2025 | Jan 20, 2026 |
| CLG LLC | History | Reduced | 53,468 | 1,955 | 0.49% | 0.7% | 133 | -19,533 | -26.76% | Q4 2025 | Jan 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 52,602 | 1,924 | 0.04% | 0.04% | 134 | -6,432 | -10.9% | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 52,332 | 1,914 | 0.44% | 0.35% | 135 | +9,480 | 22.12% | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 51,771 | 1,893 | 0.26% | 0.22% | 136 | +8,655 | 20.07% | Q4 2025 | Jan 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 50,787 | 1,857 | 0.01% | 0.01% | 137 | +6,089 | 13.62% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 49,939 | 1,826 | 0.04% | 0.04% | 138 | +2,330 | 4.89% | Q4 2025 | Feb 02, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 47,997 | 1,755 | 0.87% | 0.73% | 139 | +10,084 | 26.6% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 47,322 | 1,731 | 0.0% | 0.0% | 140 | +2,054 | 4.54% | Q4 2025 | Mar 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 46,923 | 1,716 | 0.1% | 0.05% | 141 | +25,587 | 119.92% | Q4 2025 | Feb 10, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 46,163 | 1,688 | 0.29% | 0.34% | 142 | -5,641 | -10.89% | Q4 2025 | Jan 12, 2026 |
| Investmark Advisory Group LLC | History | Added to | 42,425 | 1,551 | 0.66% | 0.59% | 143 | +4,114 | 10.74% | Q4 2025 | Jan 28, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 40,828 | 1,546 | 0.41% | 0.35% | 144 | +4,639 | 12.82% | Q4 2025 | Jan 26, 2026 |
| Kastel Capital Advisors, LLC | History | New | 41,763 | 1,527 | 0.94% | — | 145 | +41,763 | New | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 41,687 | 1,524 | 0.07% | 0.06% | 146 | +1,867 | 4.69% | Q4 2025 | Jan 21, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 41,217 | 1,507 | 0.28% | 0.24% | 147 | +5,624 | 15.8% | Q4 2025 | Jan 07, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 37,561 | 1,502 | 1.47% | — | 148 | +37,561 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 40,750 | 1,491 | 0.0% | 0.0% | 149 | +3,129 | 8.32% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 40,594 | 1,484 | 0.03% | 0.01% | 150 | +28,230 | 228.32% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 39,900 | 1,459 | 0.07% | 0.11% | 151 | +5,973 | 17.61% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 39,313 | 1,438 | 0.04% | 0.01% | 152 | +30,902 | 367.4% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 38,244 | 1,398 | 0.01% | 0.01% | 153 | +21,716 | 131.39% | Q4 2025 | Jan 26, 2026 |
| Sharkey, Howes & Javer | History | No change | 37,879 | 1,385 | 0.18% | 0.17% | 154 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 37,065 | 1,355 | 0.38% | 0.43% | 155 | -4,524 | -10.88% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 34,601 | 1,266 | 0.04% | 0.03% | 156 | +9,821 | 39.63% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | New | 34,545 | 1,263 | 0.08% | — | 157 | +34,545 | New | Q4 2025 | Feb 20, 2026 |
| PFG Advisors | History | Reduced | 33,710 | 1,233 | 0.06% | 0.05% | 158 | -395 | -1.16% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 30,962 | 1,132 | 0.01% | — | 159 | +30,962 | New | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 26,652 | 975 | 0.0% | 0.0% | 160 | +3,052 | 12.93% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | Added to | 25,649 | 938 | 0.39% | 0.2% | 161 | +12,298 | 92.11% | Q4 2025 | Feb 13, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 25,386 | 928 | 0.7% | — | 162 | +25,386 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,988 | 914 | 0.0% | — | 163 | +24,988 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 24,174 | 884 | 0.0% | 0.0% | 164 | -9,438 | -28.08% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Added to | 22,804 | 876 | 0.05% | 0.04% | 165 | +2,169 | 10.51% | Q4 2025 | Feb 04, 2026 |
| Williams & Novak, LLC | History | Added to | 23,645 | 864 | 0.65% | 0.53% | 166 | +4,177 | 21.46% | Q4 2025 | Feb 05, 2026 |
| TCTC Holdings, LLC | History | Added to | 22,809 | 834 | 0.02% | 0.02% | 167 | +224 | 0.99% | Q4 2025 | Feb 12, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 22,792 | 833 | 0.33% | 1.03% | 168 | -44,474 | -66.12% | Q4 2025 | Feb 03, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 22,582 | 826 | 0.45% | 0.44% | 169 | +350 | 1.57% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 22,574 | 825 | 0.05% | — | 170 | +22,574 | New | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 22,483 | 822 | 0.02% | 0.02% | 171 | -1,013 | -4.31% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 22,352 | 817 | 0.04% | 0.02% | 172 | +10,492 | 88.47% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 22,247 | 813 | 0.0% | 0.0% | 173 | -2,871 | -11.43% | Q4 2025 | Feb 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 22,136 | 809 | 0.29% | 0.26% | 174 | +1,984 | 9.85% | Q4 2025 | Feb 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 21,700 | 793 | 0.5% | — | 175 | +21,700 | New | Q4 2025 | Feb 09, 2026 |
| CRA Financial Services, LLC | History | New | 20,873 | 763 | 0.1% | — | 176 | +20,873 | New | Q4 2025 | Jan 16, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 19,639 | 718 | 0.28% | 0.28% | 177 | -287 | -1.44% | Q4 2025 | Jan 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 19,569 | 715 | 0.01% | 0.01% | 178 | +4,391 | 28.93% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 19,347 | 707 | 0.21% | 0.03% | 179 | +16,682 | 625.97% | Q4 2025 | Feb 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 19,065 | 697 | 0.44% | 0.29% | 180 | +5,897 | 44.78% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,015 | 695 | 0.0% | 0.0% | 181 | +2,590 | 15.77% | Q4 2025 | Mar 09, 2026 |
| GTS SECURITIES LLC | History | Added to | 18,651 | 682 | 0.02% | 0.01% | 182 | +12,217 | 189.88% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 18,296 | 669 | 0.06% | 0.06% | 183 | +5 | 0.03% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,021 | 659 | 0.06% | 0.03% | 184 | +7,417 | 69.95% | Q4 2025 | Jan 26, 2026 |
| Elevation Wealth Management LLC | History | New | 17,585 | 643 | 0.62% | — | 185 | +17,585 | New | Q4 2025 | Feb 12, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 17,289 | 632 | 0.38% | 0.38% | 186 | +18 | 0.1% | Q4 2025 | Jan 21, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 17,035 | 623 | 0.24% | — | 187 | +17,035 | New | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 16,723 | 611 | 0.0% | 0.0% | 188 | +29 | 0.17% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 16,482 | 602 | 0.0% | — | 189 | +16,482 | New | Q4 2025 | Feb 18, 2026 |
| Parkside Investments, LLC | History | Added to | 16,475 | 602 | 0.08% | 0.03% | 190 | +10,200 | 162.55% | Q4 2025 | Feb 09, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 15,926 | 582 | 0.32% | 0.33% | 191 | -58 | -0.36% | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 15,566 | 569 | 0.01% | 0.01% | 192 | +2,519 | 19.31% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 15,500 | 566 | 0.0% | 0.0% | 193 | -3,675 | -19.17% | Q4 2025 | Jan 12, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 15,175 | 555 | 0.36% | 0.35% | 194 | +209 | 1.4% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | New | 14,763 | 540 | 0.01% | — | 195 | +14,763 | New | Q4 2025 | Feb 13, 2026 |
| Alpha Financial Advisors, LLC | History | New | 14,186 | 518 | 0.16% | — | 196 | +14,186 | New | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 13,564 | 496 | 0.0% | 0.0% | 197 | +5,384 | 65.82% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 13,517 | 494 | 0.01% | 0.0% | 198 | +1,995 | 17.31% | Q4 2025 | Feb 02, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 13,093 | 478 | 0.13% | 0.11% | 199 | +2,895 | 28.39% | Q4 2025 | Jan 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 12,840 | 469 | 0.01% | 0.02% | 200 | -754 | -5.55% | Q4 2025 | Jan 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 12,639 | 462 | 0.01% | 0.01% | 201 | +418 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,519 | 457 | 0.0% | — | 202 | +12,519 | New | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Added to | 11,911 | 435 | 0.0% | 0.0% | 203 | +10 | 0.08% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 11,628 | 425 | 0.02% | — | 204 | +11,628 | New | Q4 2025 | Jan 26, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | New | 11,544 | 422 | 0.11% | — | 206 | +11,544 | New | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,541 | 422 | 0.02% | 0.01% | 207 | +1,967 | 20.55% | Q4 2025 | Feb 17, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 11,558 | 422 | 0.07% | 0.07% | 205 | +113 | 0.99% | Q4 2025 | Feb 02, 2026 |
| ARWA LLC | History | New | 11,250 | 411 | 0.24% | — | 208 | +11,250 | New | Q4 2025 | Feb 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 11,100 | 406 | 0.03% | — | 210 | +11,100 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,111 | 406 | 0.01% | 0.01% | 209 | +3,169 | 39.9% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,548 | 385 | 0.0% | 0.01% | 211 | -851 | -7.47% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 10,015 | 366 | 0.01% | 0.01% | 212 | +98 | 0.99% | Q4 2025 | Feb 19, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 9,930 | 363 | 0.01% | — | 213 | +9,930 | New | Q4 2025 | Jan 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 9,894 | 361 | 0.02% | 0.02% | 214 | +70 | 0.71% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 9,882 | 361 | 0.13% | 0.14% | 215 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PFG Investments, LLC | History | Reduced | 9,767 | 357 | 0.02% | 0.02% | 216 | -1,262 | -11.44% | Q4 2025 | Jan 26, 2026 |
| Plan A Wealth LLC | History | New | 9,730 | 355 | 0.17% | — | 217 | +9,730 | New | Q4 2025 | Feb 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 9,664 | 353 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 9,584 | 350 | 0.06% | 0.06% | 219 | -507 | -5.02% | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 9,451 | 345 | 0.22% | 0.23% | 220 | +32 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Piscataqua Savings Bank | History | New | 9,428 | 344 | 0.24% | — | 221 | +9,428 | New | Q4 2025 | Jan 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 9,260 | 338 | 0.05% | 0.05% | 222 | +45 | 0.49% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | Added to | 8,900 | 325 | 0.01% | 0.0% | 223 | +3,700 | 71.15% | Q4 2025 | Feb 17, 2026 |
| Westmount Partners, LLC | History | Added to | 8,888 | 325 | 0.08% | 0.08% | 225 | +87 | 0.99% | Q4 2025 | Jan 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,909 | 325 | 0.01% | 0.01% | 224 | +9 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,884 | 324 | 0.01% | 0.01% | 226 | +1,550 | 21.13% | Q4 2025 | Feb 10, 2026 |
| MN Wealth Advisors, LLC | History | New | 8,758 | 320 | 0.16% | — | 227 | +8,758 | New | Q4 2025 | Feb 02, 2026 |
| Destiny Capital Corp/CO | History | New | 8,206 | 300 | 0.15% | — | 228 | +8,206 | New | Q4 2025 | Jan 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 7,786 | 284 | 0.01% | — | 229 | +7,786 | New | Q4 2025 | Feb 06, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 7,790 | 284 | 0.04% | 0.03% | 230 | +1,882 | 31.86% | Q4 2025 | Feb 10, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | New | 7,603 | 278 | 0.05% | — | 231 | +7,603 | New | Q4 2025 | Jan 16, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,260 | 275 | 0.02% | 0.02% | 232 | +347 | 5.02% | Q4 2025 | Jan 20, 2026 |
| TrueWealth Advisors, LLC | History | New | 7,227 | 264 | 0.07% | — | 233 | +7,227 | New | Q4 2025 | Jan 07, 2026 |
| Berman McAleer LLC | History | New | 7,201 | 263 | 0.04% | — | 234 | +7,201 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,118 | 260 | 0.0% | — | 235 | +7,118 | New | Q4 2025 | Feb 18, 2026 |
| Monetary Solutions, Ltd | History | New | 6,844 | 250 | 0.25% | — | 236 | +6,844 | New | Q4 2025 | Feb 23, 2026 |
| Anson Capital, Inc. | History | No change | 6,680 | 244 | 0.18% | 0.18% | 237 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 6,625 | 242 | 0.01% | — | 238 | +6,625 | New | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,534 | 239 | 0.0% | — | 239 | +6,534 | New | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | New | 6,487 | 237 | 0.0% | — | 240 | +6,487 | New | Q4 2025 | Feb 11, 2026 |
| Storgate, LLC | History | New | 6,460 | 236 | 0.19% | — | 241 | +6,460 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,332 | 231 | 0.01% | 0.04% | 242 | -10,437 | -62.24% | Q4 2025 | Feb 04, 2026 |
| Gibson Capital, LLC | History | Added to | 6,119 | 223 | 0.04% | 0.04% | 243 | +110 | 1.83% | Q4 2025 | Feb 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 6,040 | 220 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Portland Financial Advisors Inc | History | Added to | 5,939 | 217 | 0.46% | 0.44% | 245 | +58 | 0.99% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 5,923 | 216 | 0.0% | — | 246 | +5,923 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,891 | 215 | 0.0% | 0.0% | 247 | +19 | 0.32% | Q4 2025 | Jan 16, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 5,783 | 211 | 0.04% | 0.04% | 248 | +57 | 1.0% | Q4 2025 | Feb 03, 2026 |
| Facet Wealth, Inc. | History | New | 5,435 | 210 | 0.0% | — | 249 | +5,435 | New | Q4 2025 | Jan 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,740 | 209 | 0.03% | 0.02% | 250 | +55 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,698 | 208 | 0.01% | — | 251 | +5,698 | New | Q4 2025 | Jan 29, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 5,532 | 202 | 0.11% | 0.4% | 252 | -13,795 | -71.38% | Q4 2025 | Jan 14, 2026 |
| KWB Wealth | History | New | 5,499 | 201 | 0.02% | — | 253 | +5,499 | New | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | New | 5,471 | 200 | 0.0% | — | 254 | +5,471 | New | Q4 2025 | Feb 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 5,471 | 200 | 0.06% | — | 255 | +5,471 | New | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Added to | 4,736 | 173 | 0.01% | 0.0% | 256 | +836 | 21.44% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3,607 | 131 | 0.11% | — | 257 | +3,607 | New | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,446 | 126 | 0.05% | 0.04% | 258 | +32 | 0.94% | Q4 2025 | Jan 22, 2026 |
| TD Capital Management LLC | History | Added to | 2,986 | 109 | 0.01% | 0.01% | 259 | +29 | 0.98% | Q4 2025 | Feb 26, 2026 |
| ASSETMARK, INC | History | Reduced | 2,951 | 107 | 0.0% | 0.0% | 260 | -97 | -3.18% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 2,669 | 97 | 0.05% | — | 261 | +2,669 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 2,646 | 96 | 0.01% | 0.0% | 262 | +1,434 | 118.32% | Q4 2025 | Jan 07, 2026 |
| AE Wealth Management LLC | History | Added to | 2,605 | 95 | 0.0% | 0.0% | 263 | +374 | 16.76% | Q4 2025 | Jan 26, 2026 |
| Financial Freedom, LLC | History | Added to | 2,344 | 85 | 0.04% | 0.04% | 264 | +23 | 0.99% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,321 | 84 | 0.04% | 0.06% | 265 | -2,267 | -49.41% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,274 | 83 | 0.0% | 0.0% | 266 | +208 | 10.07% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,232 | 81 | 0.0% | 0.0% | 267 | +2,012 | 914.55% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 2,206 | 80 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,138 | 78 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,098 | 76 | 0.0% | 0.01% | 270 | -6,647 | -76.01% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | No change | 1,936 | 70 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,904 | 69 | 0.0% | — | 272 | +1,904 | New | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 1,679 | 61 | 0.0% | — | 274 | +1,679 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,692 | 61 | 0.0% | 0.0% | 273 | +24 | 1.44% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Added to | 1,592 | 58 | 0.0% | 0.0% | 275 | +837 | 110.86% | Q4 2025 | Jan 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,569 | 57 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 1,523 | 55 | 0.0% | — | 277 | +1,523 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,222 | 44 | 0.0% | — | 279 | +1,222 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,220 | 44 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BankPlus Trust Department | History | No change | 766 | 28 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | No change | 742 | 27 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 711 | 26 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 705 | 25 | 0.0% | 0.0% | 284 | -199 | -22.01% | Q4 2025 | Feb 03, 2026 |
| Coston, McIsaac & Partners | History | Added to | 684 | 25 | 0.01% | 0.01% | 285 | +38 | 5.88% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 690 | 25 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | Added to | 635 | 23 | 0.0% | 0.0% | 286 | +214 | 50.83% | Q4 2025 | Jan 14, 2026 |
| Concord Wealth Partners | History | Reduced | 508 | 18 | 0.0% | 0.0% | 287 | -66 | -11.5% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 479 | 17 | 0.0% | 0.0% | 288 | +294 | 158.92% | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 429 | 15 | 0.0% | — | 289 | +429 | New | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 403 | 14 | 0.0% | — | 291 | +403 | New | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 390 | 14 | 0.0% | — | 290 | +390 | New | Q4 2025 | Feb 17, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 387 | 14 | 0.0% | — | 292 | +387 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 368 | 13 | 0.0% | — | 293 | +368 | New | Q4 2025 | Jan 22, 2026 |
| Archer Investment Corp | History | Added to | 321 | 11 | 0.0% | 0.0% | 294 | +115 | 55.83% | Q4 2025 | Jan 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 281 | 10 | 0.01% | — | 297 | +281 | New | Q4 2025 | Feb 12, 2026 |
| Grove Bank & Trust | History | No change | 300 | 10 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ORG Partners LLC | History | No change | 297 | 10 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | New | 196 | 7 | 0.0% | — | 298 | +196 | New | Q4 2025 | Mar 04, 2026 |
| BAYBAN | History | New | 151 | 5 | 0.0% | — | 299 | +151 | New | Q4 2025 | Mar 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 128 | 4 | 0.0% | — | 302 | +128 | New | Q4 2025 | Feb 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 130 | 4 | 0.0% | 0.0% | 300 | -72 | -35.64% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 112 | 4 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 119 | 4 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LRI Investments, LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 95 | 3 | 0.0% | — | 306 | +95 | New | Q4 2025 | Jan 22, 2026 |
| Dunhill Financial, LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Networth Advisors, LLC | History | New | 78 | 2 | 0.0% | — | 311 | +78 | New | Q4 2025 | Jan 22, 2026 |
| Ransom Advisory, Ltd | History | New | 68 | 2 | 0.0% | — | 310 | +68 | New | Q4 2025 | Jan 06, 2026 |
| BFSG, LLC | History | Added to | 66 | 2 | 0.0% | 0.0% | 307 | +1 | 1.54% | Q4 2025 | Jan 22, 2026 |
| Blue Trust, Inc. | History | Added to | 62 | 2 | 0.0% | 0.0% | 309 | +1 | 1.64% | Q4 2025 | Jan 16, 2026 |
| Golden State Wealth Management, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | New | 29 | 1 | 0.0% | — | 314 | +29 | New | Q4 2025 | Feb 02, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Perspectives, Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,911,687 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -918,403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,092 | -100.0% | Q3 2025 | Oct 10, 2025 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,702 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -9,132 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,087 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PINNEY & SCOFIELD, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,032 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -671 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -646 | -100.0% | Q3 2025 | Nov 06, 2025 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -376 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 20, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| WPG Advisers, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |