FIDELITY COVINGTON TRUST - FENY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,479,793 | 73,302 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 1,774,128 | 60,142 | 0.15% | 0.14% | 2 | +75,623 | 4.45% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,516,919 | 44,840 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VICUS CAPITAL | History | Added to | 918,918 | 31,151 | 1.97% | 0.06% | 4 | +888,544 | 2925.34% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 992,806 | 29,347 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 974,225 | 28,798 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 932,861 | 27,575 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 786,628 | 26,666 | 0.03% | 0.04% | 8 | -370,981 | -32.05% | Q3 2026 | Nov 02, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 751,929 | 25,490 | 0.1% | 0.09% | 9 | +8,256 | 1.11% | Q3 2026 | Nov 03, 2026 |
| Cetera Investment Advisers | History | No change | 604,338 | 17,864 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 452,228 | 13,367 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 293,300 | 8,669 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 246,189 | 8,345 | 0.02% | 0.02% | 13 | +46,899 | 23.53% | Q3 2026 | Nov 02, 2026 |
| SageGuard Financial Group, LLC | History | No change | 279,901 | 8,273 | 1.16% | 1.16% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 273,316 | 8,079 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cutler Capital Management, LLC | History | No change | 267,547 | 7,908 | 2.05% | 2.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 243,597 | 7,200 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 234,404 | 6,934 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 234,246 | 6,924 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Scheeler Financial LLC | History | New | 187,183 | 6,345 | 4.8% | — | 20 | +187,183 | New | Q3 2026 | Oct 13, 2026 |
| Gimbal Financial | History | New | 180,798 | 6,129 | 3.56% | — | 21 | +180,798 | New | Q3 2026 | Oct 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 198,321 | 5,863 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 188,477 | 5,571 | 0.54% | 0.54% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 188,225 | 5,563 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eley Financial Management, Inc | History | Added to | 163,553 | 5,544 | 1.81% | 1.55% | 25 | +1,147 | 0.71% | Q3 2026 | Nov 03, 2026 |
| Composition Wealth, LLC | History | No change | 174,919 | 5,170 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 144,872 | 4,911 | 0.23% | 0.2% | 27 | -662 | -0.45% | Q3 2026 | Oct 29, 2026 |
| Financial Partners Group, Inc | History | Reduced | 140,755 | 4,771 | 0.5% | 0.44% | 28 | -4,365 | -3.01% | Q3 2026 | Oct 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 157,926 | 4,668 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 143,520 | 4,242 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 124,937 | 4,235 | 0.13% | 0.12% | 31 | -6,344 | -4.83% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 118,141 | 4,005 | 0.01% | 0.01% | 32 | -3,642 | -2.99% | Q3 2026 | Nov 02, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 115,800 | 3,925 | 1.27% | 1.12% | 33 | +2,285 | 2.01% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 108,976 | 3,694 | 0.02% | 0.02% | 34 | +8,916 | 8.91% | Q3 2026 | Oct 26, 2026 |
| Wealth Quarterback LLC | History | Added to | 104,969 | 3,558 | 1.08% | 0.91% | 35 | +4,765 | 4.76% | Q3 2026 | Oct 20, 2026 |
| New Capital Management LP | History | New | 104,275 | 3,534 | 0.79% | — | 36 | +104,275 | New | Q3 2026 | Oct 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 115,954 | 3,427 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 115,710 | 3,420 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 98,811 | 3,349 | 1.26% | 1.17% | 39 | -2,205 | -2.18% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 109,117 | 3,225 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 107,706 | 3,183 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Jacobi Capital Management LLC | History | No change | 106,348 | 3,143 | 0.15% | 0.15% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | New | 91,159 | 3,090 | 1.16% | — | 43 | +91,159 | New | Q3 2026 | Oct 26, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 88,215 | 2,990 | 1.27% | 1.1% | 44 | +18 | 0.02% | Q3 2026 | Oct 15, 2026 |
| UBS Group AG | History | No change | 99,971 | 2,955 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 99,734 | 2,948 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 99,557 | 2,942 | 0.25% | 0.25% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 99,275 | 2,934 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 99,033 | 2,927 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | No change | 93,347 | 2,759 | 1.93% | 1.93% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 70,960 | 2,405 | 0.03% | 0.02% | 51 | +24,694 | 53.37% | Q3 2026 | Oct 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 78,282 | 2,314 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 63,229 | 2,143 | 0.06% | 0.02% | 53 | +46,352 | 274.65% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 72,268 | 2,136 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LYNCH & ASSOCIATES/IN | History | Reduced | 61,122 | 2,072 | 0.3% | 0.32% | 55 | -368 | -0.6% | Q3 2026 | Oct 13, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 60,190 | 2,040 | 1.3% | 1.06% | 56 | -700 | -1.15% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 68,044 | 2,011 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 67,194 | 1,999 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 65,917 | 1,948 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 56,527 | 1,916 | 0.2% | 0.11% | 60 | +17,680 | 45.51% | Q3 2026 | Oct 16, 2026 |
| Financial Perspectives, Inc | History | Reduced | 55,778 | 1,890 | 0.44% | 0.41% | 61 | -826 | -1.46% | Q3 2026 | Nov 03, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 55,690 | 1,887 | 0.12% | 0.12% | 62 | -8,481 | -13.22% | Q3 2026 | Oct 22, 2026 |
| Advisory Services Network, LLC | History | No change | 61,351 | 1,813 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 52,898 | 1,793 | 0.0% | 0.0% | 64 | -6,469 | -10.9% | Q3 2026 | Nov 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 58,256 | 1,722 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,893 | 1,711 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 47,396 | 1,606 | 0.41% | 0.36% | 67 | +2,284 | 5.06% | Q3 2026 | Oct 21, 2026 |
| Bravias Capital Group, LLC | History | No change | 52,061 | 1,538 | 0.91% | 0.91% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 44,478 | 1,507 | 0.01% | 0.01% | 69 | +21,448 | 93.13% | Q3 2026 | Oct 28, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 50,555 | 1,494 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 42,558 | 1,442 | 0.44% | 0.39% | 71 | +594 | 1.42% | Q3 2026 | Oct 26, 2026 |
| Smith Salley Wealth Management | History | Reduced | 41,031 | 1,390 | 0.06% | 0.05% | 72 | -45 | -0.11% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,172 | 1,364 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | No change | 44,945 | 1,328 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 37,730 | 1,279 | 0.06% | 0.05% | 75 | -1,620 | -4.12% | Q3 2026 | Oct 28, 2026 |
| EPG Wealth Management LLC | History | Added to | 36,222 | 1,227 | 0.28% | 0.25% | 76 | +428 | 1.2% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 41,483 | 1,226 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 35,958 | 1,218 | 0.07% | 0.02% | 78 | +25,371 | 239.64% | Q3 2026 | Oct 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,152 | 1,157 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevation Wealth Management LLC | History | Added to | 34,034 | 1,153 | 0.78% | 0.59% | 80 | +7,370 | 27.64% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 33,181 | 1,124 | 0.0% | 0.0% | 81 | +3,044 | 10.1% | Q3 2026 | Nov 02, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 37,800 | 1,117 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,833 | 1,041 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 33,717 | 996 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 32,757 | 968 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,273 | 908 | 0.0% | 0.0% | 86 | +2,129 | 9.2% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,452 | 896 | 0.0% | 0.0% | 87 | -1,588 | -5.66% | Q3 2026 | Oct 30, 2026 |
| OneAscent Financial Services LLC | History | No change | 30,035 | 887 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Freedom, LLC | History | No change | 28,757 | 850 | 0.39% | 0.39% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 24,918 | 844 | 0.04% | 0.01% | 90 | +17,939 | 257.04% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 23,726 | 804 | 0.02% | — | 91 | +23,726 | New | Q3 2026 | Oct 16, 2026 |
| Sigma Planning Corp | History | Reduced | 23,436 | 794 | 0.02% | 0.02% | 92 | -766 | -3.17% | Q3 2026 | Oct 23, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 23,396 | 793 | 0.01% | 0.01% | 93 | -21 | -0.09% | Q3 2026 | Oct 22, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 23,340 | 791 | 0.63% | 0.57% | 94 | -32 | -0.14% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 26,476 | 782 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Certified Advisory Corp | History | Added to | 22,782 | 772 | 0.06% | 0.05% | 96 | +70 | 0.31% | Q3 2026 | Oct 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 26,049 | 770 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Castleview Partners, LLC | History | Added to | 22,422 | 760 | 0.33% | 0.29% | 98 | +99 | 0.44% | Q3 2026 | Oct 09, 2026 |
| Roxbury Financial LLC | History | Reduced | 21,742 | 737 | 0.57% | 0.51% | 99 | -158 | -0.72% | Q3 2026 | Oct 01, 2026 |
| Snowden Capital Advisors LLC | History | No change | 24,918 | 736 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of Marin | History | No change | 24,898 | 735 | 0.51% | 0.51% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24,355 | 719 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Secure Asset Management, LLC | History | Added to | 20,985 | 711 | 0.09% | 0.06% | 103 | +5,750 | 37.74% | Q3 2026 | Oct 19, 2026 |
| Valmark Advisers, Inc. | History | No change | 23,643 | 698 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 20,494 | 694 | 0.06% | 0.05% | 105 | +1,214 | 6.3% | Q3 2026 | Oct 07, 2026 |
| Core Wealth Partners LLC | History | No change | 18,907 | 640 | 0.26% | 0.24% | 106 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 18,788 | 636 | 0.0% | 0.0% | 107 | -94 | -0.5% | Q3 2026 | Oct 27, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Added to | 17,770 | 602 | 0.23% | 0.09% | 108 | +9,165 | 106.51% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,100 | 594 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 19,726 | 583 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAP Partners, LLC | History | Added to | 17,061 | 578 | 0.27% | 0.24% | 111 | +155 | 0.92% | Q3 2026 | Oct 19, 2026 |
| Strategic Advisors LLC | History | Added to | 16,890 | 572 | 0.12% | 0.11% | 112 | +91 | 0.54% | Q3 2026 | Oct 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 16,279 | 551 | 0.02% | 0.01% | 113 | -62 | -0.38% | Q3 2026 | Oct 19, 2026 |
| Jacobs Equity LLC | History | No change | 18,389 | 543 | 0.38% | 0.38% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,328 | 541 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 15,915 | 539 | 0.3% | 0.26% | 116 | +80 | 0.51% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 16,927 | 500 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 3,163 | 479 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 16,163 | 477 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,119 | 476 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 15,961 | 471 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 13,724 | 465 | 0.12% | 0.11% | 123 | +25 | 0.18% | Q3 2026 | Oct 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 15,743 | 465 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,673 | 463 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,452 | 456 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 13,000 | 440 | 0.14% | 0.1% | 126 | +4,035 | 45.01% | Q3 2026 | Oct 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 14,692 | 434 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Headlands Technologies LLC | History | No change | 14,498 | 428 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 12,307 | 417 | 0.03% | 0.03% | 129 | -1,437 | -10.46% | Q3 2026 | Oct 08, 2026 |
| Quantinno Capital Management LP | History | No change | 13,835 | 408 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 11,874 | 402 | 0.09% | 0.08% | 131 | +288 | 2.49% | Q3 2026 | Oct 08, 2026 |
| Savant Capital, LLC | History | No change | 12,354 | 400 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 11,394 | 386 | 0.07% | 0.06% | 133 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,660 | 361 | 0.0% | 0.0% | 134 | -15 | -0.14% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY TRUST CO | History | No change | 12,010 | 355 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,870 | 350 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 10,295 | 349 | 0.05% | 0.05% | 137 | -1,525 | -12.9% | Q3 2026 | Oct 28, 2026 |
| Cedarwood Wealth LLC | History | No change | 11,771 | 347 | 0.26% | 0.26% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LongView Wealth Management | History | Added to | 10,222 | 346 | 0.08% | 0.07% | 139 | +509 | 5.24% | Q3 2026 | Oct 19, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 9,839 | 333 | 0.04% | 0.04% | 140 | -364 | -3.57% | Q3 2026 | Oct 19, 2026 |
| Elm3 Financial Group, LLC | History | New | 9,815 | 332 | 0.22% | — | 141 | +9,815 | New | Q3 2026 | Oct 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10,808 | 319 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 9,396 | 318 | 0.01% | 0.01% | 143 | +55 | 0.59% | Q3 2026 | Nov 03, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 9,375 | 317 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 10,660 | 315 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 10,523 | 311 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,085 | 307 | 0.02% | 0.01% | 147 | +2,294 | 33.78% | Q3 2026 | Oct 21, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 8,880 | 301 | 0.02% | 0.02% | 148 | +25 | 0.28% | Q3 2026 | Oct 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,080 | 297 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CRA Financial Services, LLC | History | No change | 8,700 | 294 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,914 | 293 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 8,636 | 292 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BCS Wealth Management | History | No change | 8,603 | 291 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 8,500 | 288 | 0.16% | 0.14% | 154 | -440 | -4.92% | Q3 2026 | Oct 23, 2026 |
| WealthTrust Axiom LLC | History | No change | 9,550 | 282 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | No change | 9,572 | 282 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 8,903 | 263 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,876 | 262 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,746 | 258 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,464 | 253 | 0.01% | 0.01% | 160 | +2,739 | 57.97% | Q3 2026 | Nov 04, 2026 |
| Monte Financial Group, LLC | History | Added to | 7,467 | 253 | 0.08% | 0.08% | 161 | +48 | 0.65% | Q3 2026 | Nov 02, 2026 |
| Soltis Investment Advisors LLC | History | New | 7,152 | 242 | 0.01% | — | 163 | +7,152 | New | Q3 2026 | Oct 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,188 | 242 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,100 | 240 | 0.0% | 0.0% | 164 | -452 | -5.99% | Q3 2026 | Nov 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,084 | 238 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 6,803 | 230 | 0.06% | 0.05% | 166 | -425 | -5.88% | Q3 2026 | Oct 30, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 6,766 | 229 | 0.04% | 0.04% | 168 | -482 | -6.65% | Q3 2026 | Nov 02, 2026 |
| Brookstone Capital Management | History | Reduced | 6,762 | 229 | 0.0% | 0.0% | 167 | -343 | -4.83% | Q3 2026 | Oct 22, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,713 | 228 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | New | 6,335 | 214 | 0.0% | — | 170 | +6,335 | New | Q3 2026 | Nov 03, 2026 |
| Regatta Research & Money Management | History | No change | 7,221 | 213 | 0.2% | 0.2% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | New | 6,242 | 211 | 0.0% | — | 173 | +6,242 | New | Q3 2026 | Nov 05, 2026 |
| Lifeworks Advisors, LLC | History | No change | 7,153 | 211 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | New | 6,058 | 205 | 0.02% | — | 174 | +6,058 | New | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,902 | 200 | 0.0% | — | 175 | +5,902 | New | Q3 2026 | Oct 28, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 6,291 | 185 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,243 | 184 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 6,010 | 177 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,759 | 170 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,829 | 163 | 0.02% | 0.02% | 180 | -215 | -4.26% | Q3 2026 | Oct 28, 2026 |
| Allied Private Wealth LLC | History | No change | 4,419 | 136 | 0.09% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | Reduced | 3,804 | 129 | 0.0% | 0.0% | 182 | -21 | -0.55% | Q3 2026 | Oct 02, 2026 |
| LRI Investments, LLC | History | No change | 4,282 | 126 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burk Holdings LLC | History | No change | 3,641 | 123 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Nemes Rush Group LLC | History | Added to | 3,166 | 107 | 0.01% | 0.01% | 185 | +19 | 0.6% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 2,632 | 89 | 0.0% | 0.0% | 186 | +34 | 1.31% | Q3 2026 | Oct 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,936 | 86 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 2,500 | 84 | 0.06% | 0.05% | 188 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,727 | 80 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,284 | 77 | 0.01% | 0.0% | 190 | +3 | 0.13% | Q3 2026 | Oct 26, 2026 |
| Pathway Financial Advisers, LLC | History | New | 2,227 | 75 | 0.02% | — | 191 | +2,227 | New | Q3 2026 | Oct 26, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,828 | 61 | 0.02% | 0.01% | 192 | +934 | 104.47% | Q3 2026 | Oct 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,964 | 58 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,688 | 49 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Align Financial, LLC | History | No change | 1,445 | 48 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BlackRock, Inc. | History | No change | 1,606 | 47 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,582 | 46 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,501 | 44 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,200 | 44 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,200 | 40 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,263 | 37 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,004 | 29 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard National Trust Co | History | No change | 1,000 | 29 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 978 | 28 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | No change | 798 | 27 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFS Advisors, LLC | History | New | 784 | 26 | 0.01% | — | 206 | +784 | New | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 860 | 25 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 732 | 24 | 0.0% | 0.0% | 208 | -9,644 | -92.95% | Q3 2026 | Nov 04, 2026 |
| Global Trust Asset Management, LLC | History | New | 731 | 24 | 0.01% | — | 209 | +731 | New | Q3 2026 | Oct 19, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 701 | 23 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 673 | 22 | 0.0% | 0.0% | 211 | +4 | 0.6% | Q3 2026 | Oct 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 606 | 20 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 670 | 19 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 585 | 17 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 543 | 16 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pflug Koory, LLC | History | No change | 490 | 16 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 438 | 14 | 0.0% | 0.0% | 219 | +2 | 0.46% | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 500 | 14 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 463 | 14 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 405 | 13 | 0.0% | 0.0% | 222 | +124 | 44.13% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 392 | 13 | 0.0% | 0.0% | 221 | +2 | 0.51% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 356 | 12 | 0.0% | 0.0% | 223 | +182 | 104.6% | Q3 2026 | Oct 21, 2026 |
| Mountain Hill Investment Partners Corp. | History | Reduced | 370 | 12 | 0.01% | 0.01% | 224 | -136 | -26.88% | Q3 2026 | Oct 23, 2026 |
| Atomic Invest LLC | History | No change | 405 | 12 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Salomon & Ludwin, LLC | History | No change | 332 | 11 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 307 | 10 | 0.0% | 0.0% | 229 | +111 | 56.63% | Q3 2026 | Nov 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 300 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 361 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 323 | 9 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Rossby Financial, LCC | History | No change | 324 | 9 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 308 | 9 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Decker Retirement Planning Inc. | History | No change | 265 | 8 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Latitude Advisors, LLC | History | New | 216 | 7 | 0.0% | — | 238 | +216 | New | Q3 2026 | Oct 27, 2026 |
| Asset Dedication, LLC | History | No change | 208 | 7 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Mascoma Wealth Management LLC | History | No change | 209 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Abound Wealth Management | History | No change | 233 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NorthAvenue LLC | History | No change | 208 | 7 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 191 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roble, Belko & Company, Inc | History | No change | 168 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 152 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 144 | 4 | 0.0% | — | 245 | +144 | New | Q3 2026 | Nov 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 135 | 4 | 0.0% | — | 244 | +135 | New | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 163 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 121 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 106 | 3 | 0.0% | 0.0% | 246 | +1 | 0.95% | Q3 2026 | Oct 22, 2026 |
| Archer Investment Corp | History | No change | 94 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 86 | 2 | 0.0% | 0.0% | 252 | +1 | 1.18% | Q3 2026 | Nov 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 65 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 95 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOTCO | History | No change | 87 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 78 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 254 | -684 | -93.19% | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bullock Wealth Management Group | History | No change | 38 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,927 | -100.0% | Q3 2026 | Oct 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,609 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Redwood Financial Network Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -6,928 | -100.0% | Q3 2026 | Nov 03, 2026 |
| VCI Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,778 | -100.0% | Q3 2026 | Oct 29, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,781 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -593 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Root Financial Partners, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BIRCHBROOK, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |