FIDELITY COVINGTON TRUST - FESM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 26,988,815 | 1,025,574 | 0.05% | 0.05% | 1 | -158,597 | -0.58% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,033,120 | 229,246 | 0.05% | 0.03% | 2 | +1,937,952 | 47.32% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 5,124,645 | 194,736 | 0.05% | 0.04% | 3 | +838,259 | 19.56% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,749,748 | 142,490 | 0.09% | 0.08% | 4 | +518,786 | 16.06% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,113,064 | 118,296 | 1.37% | 0.17% | 5 | +2,745,327 | 746.55% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,784,388 | 105,806 | 0.19% | — | 6 | +2,784,388 | New | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,331,165 | 88,584 | 0.03% | 0.02% | 7 | +931,354 | 66.53% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,244,419 | 85,287 | 0.12% | 0.11% | 8 | +19,083 | 0.86% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,132,405 | 81,031 | 0.02% | 0.01% | 9 | +525,804 | 32.73% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,962,108 | 74,560 | 0.08% | 0.06% | 10 | +625,917 | 46.84% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,810,612 | 68,803 | 0.6% | 0.66% | 11 | +29,623 | 1.66% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,833,593 | 67,457 | 0.0% | 0.0% | 12 | -12,346 | -0.67% | Q1 2026 | May 13, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,750,838 | 66,531 | 1.75% | 1.78% | 13 | -16,362 | -0.93% | Q1 2026 | Apr 16, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,404,752 | 53,380 | 0.45% | 0.43% | 14 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,338,806 | 50,895 | 0.07% | 0.04% | 15 | +552,279 | 70.22% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,321,302 | 50,209 | 0.0% | 0.0% | 16 | +541,555 | 69.45% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,220,056 | 46,363 | 0.01% | 0.01% | 17 | +286,625 | 30.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,060,363 | 40,293 | 0.01% | 0.01% | 18 | +284,784 | 36.72% | Q1 2026 | May 04, 2026 |
| Calamos Advisors LLC | History | Added to | 1,053,734 | 40,041 | 0.14% | 0.01% | 19 | +1,012,689 | 2467.27% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,011,631 | 38,441 | 1.32% | 1.22% | 20 | +75,993 | 8.12% | Q1 2026 | May 04, 2026 |
| TruWealth Advisors, LLC | History | Added to | 923,152 | 35,079 | 1.69% | 1.67% | 21 | +19,377 | 2.14% | Q1 2026 | Apr 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 871,856 | 33,130 | 0.0% | 0.0% | 22 | +645,168 | 284.61% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 860,278 | 32,690 | 0.09% | 0.08% | 23 | +4,799 | 0.56% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 841,857 | 31,991 | 0.84% | 0.88% | 24 | +27,224 | 3.34% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 727,780 | 27,655 | 0.99% | 0.08% | 25 | +666,885 | 1095.14% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 712,371 | 27,070 | 0.1% | 0.07% | 26 | +260,127 | 57.52% | Q1 2026 | Apr 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 429,616 | 16,325 | 2.11% | — | 27 | +429,616 | New | Q1 2026 | Apr 20, 2026 |
| Stadion Money Management, LLC | History | New | 412,569 | 15,678 | 1.58% | — | 28 | +412,569 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 377,214 | 14,334 | 0.02% | 0.01% | 29 | +193,003 | 104.77% | Q1 2026 | May 14, 2026 |
| Parkside Investments, LLC | History | Added to | 360,173 | 13,686 | 1.66% | 1.43% | 30 | +59,345 | 19.73% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 357,112 | 13,570 | 0.01% | 0.01% | 31 | +89,626 | 33.51% | Q1 2026 | May 12, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 330,362 | 12,553 | 3.24% | 3.35% | 32 | -22,805 | -6.46% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 326,752 | 12,416 | 0.52% | — | 33 | +326,752 | New | Q1 2026 | May 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 321,361 | 12,211 | 4.54% | 4.68% | 34 | -6,948 | -2.12% | Q1 2026 | Apr 23, 2026 |
| Berger Financial Group, Inc | History | Added to | 314,436 | 11,948 | 0.67% | 0.46% | 35 | +105,492 | 50.49% | Q1 2026 | Apr 28, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 306,710 | 11,654 | 7.16% | 7.05% | 36 | +38,537 | 14.37% | Q1 2026 | May 05, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 281,068 | 10,680 | 3.73% | 3.07% | 37 | +73,564 | 35.45% | Q1 2026 | Apr 21, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 269,165 | 10,228 | 4.96% | 4.88% | 38 | +10,377 | 4.01% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 237,178 | 9,013 | 0.02% | 0.02% | 39 | +60,085 | 33.93% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 234,700 | 8,918 | 0.16% | 0.15% | 40 | +22,754 | 10.74% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 212,154 | 8,061 | 0.17% | 0.13% | 41 | +50,181 | 30.98% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 209,694 | 7,968 | 0.35% | 0.33% | 42 | +19,907 | 10.49% | Q1 2026 | May 12, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 198,331 | 7,536 | 4.39% | 4.59% | 43 | -4,533 | -2.23% | Q1 2026 | Apr 23, 2026 |
| Modus Advisors, LLC | History | Added to | 176,088 | 6,691 | 1.84% | 1.57% | 44 | +18,412 | 11.68% | Q1 2026 | May 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 169,186 | 6,429 | 1.04% | — | 45 | +169,186 | New | Q1 2026 | Apr 15, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 157,192 | 6,105 | 3.09% | 3.05% | 46 | +13,621 | 9.49% | Q1 2026 | Apr 08, 2026 |
| American National Bank of Texas | History | Reduced | 160,425 | 6,096 | 5.81% | 5.98% | 47 | -4,378 | -2.66% | Q1 2026 | Apr 09, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 159,792 | 6,072 | 1.47% | 1.38% | 48 | +8,383 | 5.54% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 154,009 | 5,852 | 0.0% | 0.0% | 49 | +102,693 | 200.12% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 151,712 | 5,765 | 0.01% | 0.0% | 50 | +151,449 | 57585.17% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 150,039 | 5,701 | 0.97% | 0.92% | 51 | +6,578 | 4.59% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 145,081 | 5,481 | 0.04% | 0.03% | 52 | +27,523 | 23.41% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | New | 142,132 | 5,401 | 1.82% | — | 53 | +142,132 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 140,061 | 5,322 | 0.01% | 0.01% | 54 | +15,085 | 12.07% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 139,293 | 5,293 | 0.0% | 0.0% | 55 | +28,858 | 26.13% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 137,672 | 5,231 | 0.4% | 0.42% | 56 | -9,863 | -6.69% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 137,069 | 5,178 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 135,162 | 5,136 | 0.06% | 0.06% | 58 | -2,621 | -1.9% | Q1 2026 | May 05, 2026 |
| tru Independence LLC | History | Added to | 131,354 | 4,991 | 2.47% | 1.2% | 59 | +5,791 | 4.61% | Q1 2026 | Apr 22, 2026 |
| CROBAN | History | Added to | 130,070 | 4,942 | 2.32% | 2.19% | 60 | +9,803 | 8.15% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 129,933 | 4,937 | 0.05% | 0.05% | 61 | +9,526 | 7.91% | Q1 2026 | Apr 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 128,192 | 4,871 | 0.1% | 0.07% | 62 | +38,436 | 42.82% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 121,321 | 4,610 | 0.51% | 0.41% | 63 | +26,698 | 28.22% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 120,995 | 4,597 | 0.02% | 0.02% | 64 | +5,749 | 4.99% | Q1 2026 | Apr 24, 2026 |
| Marble Wealth, LLC | History | New | 119,627 | 4,545 | 0.8% | — | 65 | +119,627 | New | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | New | 117,289 | 4,456 | 1.88% | — | 66 | +117,289 | New | Q1 2026 | Apr 17, 2026 |
| Armor Investment Advisors, LLC | History | New | 111,093 | 4,221 | 1.52% | — | 67 | +111,093 | New | Q1 2026 | Apr 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | New | 110,681 | 4,205 | 0.31% | — | 68 | +110,681 | New | Q1 2026 | Apr 13, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 109,449 | 4,159 | 1.73% | 1.33% | 69 | +30,184 | 38.08% | Q1 2026 | Apr 07, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 105,302 | 4,001 | 0.72% | 0.73% | 70 | +3,196 | 3.13% | Q1 2026 | May 11, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 103,654 | 3,938 | 1.45% | 1.2% | 71 | +13,978 | 15.59% | Q1 2026 | Apr 16, 2026 |
| FMA Wealth Management, LLC | History | Added to | 87,984 | 3,343 | 2.22% | 2.15% | 72 | +54 | 0.06% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 80,258 | 3,049 | 0.02% | 0.01% | 73 | +22,393 | 38.7% | Q1 2026 | May 15, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 78,873 | 2,997 | 0.95% | 0.58% | 74 | +29,840 | 60.86% | Q1 2026 | Apr 17, 2026 |
| TABLEAUX LLC | History | Added to | 75,285 | 2,860 | 1.39% | 1.7% | 75 | +13,300 | 21.46% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 70,647 | 2,684 | 0.03% | — | 76 | +70,647 | New | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 68,877 | 2,617 | 0.17% | 0.03% | 77 | +58,726 | 578.52% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 68,367 | 2,597 | 0.01% | 0.01% | 78 | -1,292 | -1.85% | Q1 2026 | May 08, 2026 |
| Clearwave Capital, LLC | History | Added to | 68,321 | 2,596 | 1.77% | 1.71% | 79 | +6,966 | 11.35% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 67,651 | 2,590 | 0.02% | 0.02% | 80 | +16,378 | 31.94% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | New | 66,996 | 2,464 | 0.09% | — | 81 | +66,996 | New | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 63,817 | 2,425 | 0.09% | 0.07% | 82 | +6,106 | 10.58% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 63,688 | 2,420 | 0.27% | 0.23% | 83 | +6,586 | 11.53% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Added to | 58,076 | 2,206 | 0.11% | 0.1% | 84 | +5,843 | 11.19% | Q1 2026 | May 05, 2026 |
| Breakwater Capital Group | History | Added to | 57,407 | 2,181 | 0.29% | 0.14% | 85 | +30,723 | 115.14% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 56,923 | 2,163 | 0.03% | 0.01% | 86 | +27,131 | 91.07% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 56,615 | 2,151 | 0.02% | 0.0% | 87 | +46,819 | 477.94% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 55,959 | 2,126 | 0.49% | 0.5% | 88 | -1,759 | -3.05% | Q1 2026 | May 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 55,904 | 2,124 | 0.91% | 0.84% | 89 | +3,644 | 6.97% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | New | 54,530 | 2,072 | 0.61% | — | 90 | +54,530 | New | Q1 2026 | Apr 20, 2026 |
| Horizon Investment Services, LLC | History | Added to | 51,016 | 1,938 | 0.67% | 0.64% | 91 | +4,041 | 8.6% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 50,536 | 1,920 | 0.0% | — | 92 | +50,536 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 47,818 | 1,817 | 0.0% | 0.0% | 93 | +34,738 | 265.58% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 45,989 | 1,747 | 0.02% | 0.02% | 94 | +13,799 | 42.87% | Q1 2026 | Apr 20, 2026 |
| Encompass More Asset Management | History | New | 45,651 | 1,734 | 0.29% | — | 95 | +45,651 | New | Q1 2026 | Apr 28, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 44,051 | 1,673 | 1.04% | 0.67% | 96 | +13,640 | 44.85% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 40,253 | 1,529 | 0.02% | 0.03% | 97 | +4,477 | 12.51% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,601 | 1,504 | 0.01% | 0.0% | 98 | +24,071 | 155.0% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 39,599 | 1,504 | 0.06% | 0.04% | 99 | +7,150 | 22.03% | Q1 2026 | Apr 20, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 38,538 | 1,464 | 0.95% | 0.93% | 100 | -383 | -0.98% | Q1 2026 | Apr 20, 2026 |
| CLG LLC | History | Added to | 38,512 | 1,463 | 0.36% | 0.3% | 101 | +6,299 | 19.55% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | New | 38,049 | 1,456 | 0.08% | — | 102 | +38,049 | New | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 37,319 | 1,418 | 0.92% | 0.86% | 103 | +317 | 0.86% | Q1 2026 | Apr 15, 2026 |
| LongView Wealth Management | History | Added to | 33,110 | 1,361 | 0.34% | 0.15% | 104 | +17,291 | 109.31% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 34,036 | 1,303 | 0.0% | 0.01% | 105 | -23 | -0.07% | Q1 2026 | May 12, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 34,114 | 1,296 | 0.48% | 0.71% | 106 | -1,104 | -3.13% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 33,251 | 1,263 | 0.07% | 0.04% | 107 | +11,275 | 51.31% | Q1 2026 | Apr 15, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 32,322 | 1,228 | 0.23% | 0.15% | 108 | +10,789 | 50.1% | Q1 2026 | Apr 08, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 32,196 | 1,223 | 0.21% | 0.2% | 109 | +942 | 3.01% | Q1 2026 | Apr 28, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 30,193 | 1,147 | 0.53% | 0.49% | 110 | +2,125 | 7.57% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 28,402 | 1,079 | 0.01% | 0.01% | 112 | +6,881 | 31.97% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 28,403 | 1,079 | 0.0% | 0.0% | 111 | -1,723 | -5.72% | Q1 2026 | May 05, 2026 |
| Skyview Financial Group LLC | History | No change | 27,809 | 1,050 | 1.08% | 1.08% | 113 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 27,288 | 1,036 | 0.23% | 0.15% | 114 | +9,749 | 55.58% | Q1 2026 | Apr 27, 2026 |
| Worth Asset Management, LLC | History | Reduced | 26,969 | 1,024 | 0.38% | 0.51% | 115 | -4,625 | -14.64% | Q1 2026 | Apr 17, 2026 |
| REDW Wealth LLC | History | Added to | 25,885 | 983 | 0.39% | 0.23% | 116 | +10,104 | 64.03% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 25,538 | 970 | 0.01% | 0.02% | 117 | -1,908 | -6.95% | Q1 2026 | May 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 24,186 | 919 | 0.18% | 0.06% | 118 | +16,774 | 226.31% | Q1 2026 | May 15, 2026 |
| PEOPLES BANK /OH | History | New | 24,172 | 918 | 0.56% | — | 119 | +24,172 | New | Q1 2026 | Apr 24, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 23,773 | 903 | 0.3% | 0.22% | 120 | +2,099 | 9.68% | Q1 2026 | Apr 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 23,392 | 888 | 0.17% | 0.15% | 121 | +3,420 | 17.12% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 23,205 | 881 | 0.04% | — | 122 | +23,205 | New | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Added to | 22,424 | 852 | 0.03% | 0.02% | 123 | +3,062 | 15.81% | Q1 2026 | Apr 22, 2026 |
| CRA Financial Services, LLC | History | Added to | 21,639 | 822 | 0.11% | 0.03% | 124 | +15,943 | 279.9% | Q1 2026 | Apr 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 21,329 | 810 | 0.01% | 0.22% | 126 | -302,291 | -93.41% | Q1 2026 | May 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 21,319 | 810 | 0.16% | 0.06% | 125 | +14,008 | 191.6% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 19,914 | 756 | 0.08% | 0.03% | 127 | +13,190 | 196.16% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 19,591 | 744 | 0.02% | 0.0% | 128 | +17,329 | 766.09% | Q1 2026 | Apr 13, 2026 |
| MFA Wealth Services | History | New | 18,995 | 721 | 0.48% | — | 129 | +18,995 | New | Q1 2026 | Apr 21, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 18,141 | 689 | 0.63% | 0.52% | 130 | +3,511 | 24.0% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,731 | 635 | 0.02% | 0.04% | 131 | -19,263 | -53.52% | Q1 2026 | May 11, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 16,459 | 625 | 0.13% | 0.13% | 132 | -257 | -1.54% | Q1 2026 | May 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 16,266 | 618 | 0.15% | 0.12% | 133 | +5,059 | 45.14% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | New | 16,109 | 612 | 0.0% | — | 134 | +16,109 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,493 | 588 | 0.0% | 0.0% | 135 | +4,417 | 39.88% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 15,040 | 571 | 0.12% | 0.12% | 136 | +473 | 3.25% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 14,716 | 559 | 0.06% | — | 138 | +14,716 | New | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 14,730 | 559 | 0.02% | 0.02% | 137 | -2,999 | -16.92% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 14,459 | 549 | 0.05% | — | 139 | +14,459 | New | Q1 2026 | May 12, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 14,412 | 544 | 0.33% | 0.33% | 140 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,172 | 538 | 0.05% | 0.05% | 141 | -170 | -1.19% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 13,887 | 527 | 0.01% | 0.0% | 142 | +3,949 | 39.74% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,563 | 515 | 0.0% | 0.0% | 143 | +11,378 | 520.73% | Q1 2026 | May 08, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 13,469 | 511 | 0.22% | — | 144 | +13,469 | New | Q1 2026 | Apr 24, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 13,445 | 510 | 0.08% | 0.09% | 145 | -64 | -0.47% | Q1 2026 | Apr 30, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 13,347 | 507 | 0.14% | 0.13% | 146 | +645 | 5.08% | Q1 2026 | Apr 16, 2026 |
| Townsend Financial Planning, LLC | History | New | 13,039 | 495 | 0.48% | — | 147 | +13,039 | New | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,618 | 486 | 0.0% | 0.0% | 148 | -10,948 | -46.46% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Reduced | 12,558 | 477 | 0.01% | 0.01% | 149 | -1,533 | -10.88% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 12,098 | 459 | 0.13% | 0.12% | 150 | +2 | 0.02% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,989 | 455 | 0.03% | 0.02% | 151 | +4,532 | 60.78% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 11,953 | 454 | 0.03% | 0.07% | 152 | -14,906 | -55.5% | Q1 2026 | May 15, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 10,850 | 412 | 0.17% | 0.13% | 153 | +2,550 | 30.72% | Q1 2026 | May 13, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 10,691 | 406 | 0.09% | 0.08% | 154 | +782 | 7.89% | Q1 2026 | May 08, 2026 |
| InTrack Investment Management Inc | History | New | 10,659 | 405 | 0.23% | — | 155 | +10,659 | New | Q1 2026 | Apr 06, 2026 |
| Curi Capital, LLC | History | No change | 10,530 | 400 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 10,250 | 389 | 0.14% | 0.13% | 157 | +1,150 | 12.64% | Q1 2026 | Apr 15, 2026 |
| KWB Wealth | History | No change | 9,984 | 377 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,450 | 359 | 0.02% | 0.02% | 159 | -578 | -5.76% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 9,360 | 355 | 0.03% | 0.02% | 160 | +4,000 | 74.63% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 9,082 | 343 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 8,712 | 331 | 0.06% | 0.04% | 162 | +2,903 | 49.97% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | No change | 8,609 | 327 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 7,104 | 313 | 0.01% | — | 164 | +7,104 | New | Q1 2026 | May 14, 2026 |
| Allegheny Financial Group | History | New | 8,099 | 307 | 0.04% | — | 165 | +8,099 | New | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,933 | 301 | 0.02% | 0.02% | 166 | -525 | -6.21% | Q1 2026 | Apr 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 7,918 | 300 | 0.02% | 0.02% | 167 | +1,286 | 19.39% | Q1 2026 | May 21, 2026 |
| Element Wealth, LLC | History | New | 7,716 | 293 | 0.12% | — | 168 | +7,716 | New | Q1 2026 | May 04, 2026 |
| Delta Investment Management, LLC | History | New | 7,468 | 283 | 0.05% | — | 169 | +7,468 | New | Q1 2026 | May 12, 2026 |
| Creative Planning | History | New | 7,036 | 267 | 0.0% | — | 170 | +7,036 | New | Q1 2026 | May 12, 2026 |
| Axis Wealth Partners, LLC | History | New | 7,005 | 266 | 0.14% | — | 171 | +7,005 | New | Q1 2026 | Apr 24, 2026 |
| Financial Partners Group, Inc | History | New | 6,814 | 258 | 0.03% | — | 172 | +6,814 | New | Q1 2026 | Apr 10, 2026 |
| National Wealth Management Group, LLC | History | New | 6,779 | 257 | 0.1% | — | 173 | +6,779 | New | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Reduced | 6,440 | 244 | 0.01% | 0.01% | 174 | -1,301 | -16.81% | Q1 2026 | Apr 27, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 5,897 | 224 | 0.19% | 0.06% | 175 | +3,943 | 201.79% | Q1 2026 | Apr 22, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 5,847 | 222 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 5,624 | 213 | 0.06% | 0.06% | 177 | +13 | 0.23% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,474 | 208 | 0.0% | — | 178 | +5,474 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,500 | 207 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 5,351 | 203 | 0.02% | — | 180 | +5,351 | New | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | New | 5,015 | 190 | 0.0% | — | 181 | +5,015 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,831 | 145 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Piscataqua Savings Bank | History | Added to | 3,700 | 140 | 0.1% | 0.07% | 183 | +1,200 | 48.0% | Q1 2026 | Apr 10, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 2,713 | 103 | 0.0% | 0.0% | 184 | +973 | 55.92% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 2,250 | 85 | 0.0% | — | 185 | +2,237 | 17207.69% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,211 | 46 | 0.0% | 0.0% | 186 | +3 | 0.25% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,111 | 42 | 0.0% | — | 187 | +1,111 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 863 | 32 | 0.0% | — | 188 | +858 | 17160.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 822 | 31 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 742 | 28 | 0.0% | 0.0% | 190 | +42 | 6.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 702 | 26 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 683 | 25 | 0.0% | 0.0% | 192 | +275 | 67.4% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 561 | 21 | 0.0% | — | 194 | +561 | New | Q1 2026 | May 19, 2026 |
| AdvisorNet Financial, Inc | History | No change | 574 | 21 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 549 | 20 | 0.0% | 0.01% | 195 | -106 | -16.18% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | New | 524 | 19 | 0.0% | — | 197 | +524 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 442 | 19 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 462 | 17 | 0.0% | 0.0% | 198 | +244 | 111.93% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 451 | 17 | 0.0% | 0.0% | 199 | -7 | -1.53% | Q1 2026 | May 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 299 | 11 | 0.01% | — | 200 | +299 | New | Q1 2026 | Apr 22, 2026 |
| Byrne Asset Management LLC | History | New | 245 | 9 | 0.01% | — | 201 | +245 | New | Q1 2026 | Apr 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 190 | 7 | 0.0% | — | 203 | +190 | New | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 191 | 7 | 0.0% | 0.0% | 202 | +1 | 0.53% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 170 | 6 | 0.0% | — | 204 | +170 | New | Q1 2026 | May 08, 2026 |
| CKW FINANCIAL GROUP | History | No change | 96 | 4 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 92 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 70 | 2 | 0.0% | — | 207 | +70 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 44 | 1 | 0.0% | — | 208 | +44 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -99,498 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -61,482 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -42,498 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -41,140 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,480 | -100.0% | Q1 2026 | May 15, 2026 |
| Balance Wealth, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -27,965 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,459 | -100.0% | Q1 2026 | May 14, 2026 |
| OmniStar Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -13,446 | -100.0% | Q1 2026 | May 15, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -10,404 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.04% | — | -7,967 | -100.0% | Q1 2026 | Apr 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,134 | -100.0% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,300 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 21 | 0 | — | 0.14% | — | -5,849 | -99.64% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4 | 0 | — | 0.0% | — | -452 | -99.12% | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -376 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Cordant, Inc. | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 11, 2026 |
| Copia Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |