FIDELITY COVINGTON TRUST - FESM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 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 | 27,147,412 | 1,025,629 | 0.05% | 0.05% | 1 | +58,751 | 0.22% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,286,386 | 161,939 | 0.04% | 0.03% | 2 | +1,713,064 | 66.57% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,095,168 | 154,728 | 0.03% | 0.0% | 3 | +3,921,888 | 2263.32% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,230,962 | 122,065 | 0.08% | 0.06% | 4 | +749,061 | 30.18% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,225,336 | 84,073 | 0.11% | 0.08% | 5 | +624,608 | 39.02% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,845,939 | 69,739 | 0.0% | 0.0% | 6 | +1,841,299 | 39683.17% | Q4 2025 | Feb 11, 2026 |
| Dynasty Wealth Management, LLC | History | New | 1,780,989 | 67,285 | 0.66% | — | 7 | +1,780,989 | New | Q4 2025 | Feb 10, 2026 |
| Quotient Wealth Partners, LLC | History | New | 1,767,200 | 66,764 | 1.78% | — | 8 | +1,767,200 | New | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,606,601 | 60,697 | 0.01% | 0.01% | 9 | +719,962 | 81.2% | Q4 2025 | Feb 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,404,752 | 53,071 | 0.43% | 0.42% | 10 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,399,811 | 52,884 | 0.02% | 0.0% | 11 | +1,049,981 | 300.14% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 1,336,191 | 50,481 | 0.06% | 0.04% | 12 | +302,834 | 29.31% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | Added to | 935,638 | 35,348 | 1.22% | 1.22% | 13 | +9,049 | 0.98% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 933,431 | 35,265 | 0.01% | — | 14 | +933,431 | New | Q4 2025 | Feb 17, 2026 |
| TruWealth Advisors, LLC | History | New | 903,775 | 34,144 | 1.67% | — | 15 | +903,775 | New | Q4 2025 | Jan 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 855,479 | 32,320 | 0.08% | 0.01% | 16 | +775,173 | 965.27% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 814,633 | 30,777 | 0.94% | 0.01% | 17 | +808,330 | 12824.53% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 786,527 | 29,723 | 0.04% | 0.03% | 18 | +192,129 | 32.32% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 779,747 | 29,458 | 0.0% | 0.0% | 19 | +578,816 | 288.07% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 775,579 | 29,301 | 0.01% | 0.0% | 20 | +353,142 | 83.6% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 452,244 | 17,085 | 0.07% | 0.02% | 21 | +321,094 | 244.83% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 367,737 | 13,893 | 0.17% | 0.16% | 22 | +9,582 | 2.68% | Q4 2025 | Jan 21, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 353,167 | 13,342 | 3.35% | 3.18% | 23 | -25,599 | -6.76% | Q4 2025 | Feb 06, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 328,309 | 12,403 | 4.68% | 4.63% | 24 | +10,240 | 3.22% | Q4 2025 | Feb 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 323,620 | 12,226 | 0.22% | 0.22% | 25 | +9,537 | 3.04% | Q4 2025 | Jan 07, 2026 |
| Parkside Investments, LLC | History | Added to | 300,828 | 11,365 | 1.43% | 1.08% | 26 | +63,678 | 26.85% | Q4 2025 | Feb 09, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 268,173 | 10,131 | 7.05% | 6.78% | 27 | +11,578 | 4.51% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 267,486 | 10,105 | 0.01% | 0.01% | 28 | +70,897 | 36.06% | Q4 2025 | Feb 13, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 258,788 | 9,777 | 4.88% | 4.64% | 29 | +15,298 | 6.28% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 226,688 | 8,564 | 0.0% | 0.0% | 30 | +188,307 | 490.63% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 211,946 | 8,007 | 0.15% | — | 31 | +211,946 | New | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 207,504 | 7,897 | 3.07% | 2.36% | 32 | +56,941 | 37.82% | Q4 2025 | Jan 21, 2026 |
| Berger Financial Group, Inc | History | Reduced | 208,944 | 7,893 | 0.46% | 0.46% | 33 | -1,149 | -0.55% | Q4 2025 | Jan 27, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 202,864 | 7,664 | 4.59% | 4.53% | 34 | +1,942 | 0.97% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 189,787 | 7,170 | 0.33% | — | 35 | +189,787 | New | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 184,211 | 6,959 | 0.01% | 0.01% | 36 | +76,534 | 71.08% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 177,093 | 6,691 | 0.02% | 0.01% | 37 | +38,199 | 27.5% | Q4 2025 | Feb 05, 2026 |
| American National Bank of Texas | History | New | 164,803 | 6,226 | 5.98% | — | 38 | +164,803 | New | Q4 2025 | Jan 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 161,973 | 6,119 | 0.13% | 0.13% | 39 | +2,655 | 1.67% | Q4 2025 | Feb 02, 2026 |
| Modus Advisors, LLC | History | Added to | 157,676 | 5,956 | 1.57% | 1.31% | 40 | +26,281 | 20.0% | Q4 2025 | Feb 11, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 151,409 | 5,720 | 1.38% | 1.37% | 41 | +886 | 0.59% | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 147,535 | 5,573 | 0.42% | 0.34% | 42 | +32,646 | 28.42% | Q4 2025 | Jan 09, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 143,571 | 5,464 | 3.05% | 3.22% | 43 | -10,413 | -6.76% | Q4 2025 | Jan 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 143,461 | 5,419 | 0.92% | 0.87% | 44 | +4,487 | 3.23% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Reduced | 137,783 | 5,205 | 0.06% | 0.07% | 45 | -39,677 | -22.36% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 137,069 | 5,178 | 0.09% | 0.11% | 46 | +2,270 | 1.68% | Q4 2025 | Feb 06, 2026 |
| tru Independence LLC | History | Added to | 125,563 | 4,743 | 1.2% | 0.9% | 47 | +31,138 | 32.98% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Reduced | 124,976 | 4,721 | 0.01% | 0.01% | 48 | -8,607 | -6.44% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 120,407 | 4,549 | 0.05% | 0.03% | 49 | +67,136 | 126.03% | Q4 2025 | Jan 29, 2026 |
| CROBAN | History | Added to | 120,267 | 4,542 | 2.19% | 1.55% | 50 | +56,575 | 88.83% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 117,558 | 4,441 | 0.03% | 0.01% | 51 | +93,231 | 383.24% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 115,246 | 4,354 | 0.02% | 0.01% | 52 | +38,377 | 49.93% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 110,435 | 4,172 | 0.0% | — | 53 | +110,435 | New | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 102,106 | 3,857 | 0.73% | 0.52% | 54 | +26,903 | 35.77% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 99,498 | 3,759 | 0.01% | 0.02% | 55 | +5,943 | 6.35% | Q4 2025 | Feb 18, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 94,623 | 3,574 | 0.41% | 0.38% | 56 | +7,293 | 8.35% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 89,756 | 3,390 | 0.07% | 0.01% | 57 | +78,179 | 675.3% | Q4 2025 | Feb 05, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 89,676 | 3,387 | 1.2% | 1.16% | 58 | +1,342 | 1.52% | Q4 2025 | Jan 23, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 87,930 | 3,321 | 2.15% | 2.21% | 59 | -136 | -0.15% | Q4 2025 | Jan 13, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 79,265 | 2,994 | 1.33% | 1.25% | 60 | -62 | -0.08% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 69,659 | 2,631 | 0.01% | 0.01% | 61 | -1,712 | -2.4% | Q4 2025 | Feb 12, 2026 |
| TABLEAUX LLC | History | New | 61,985 | 2,397 | 1.7% | — | 62 | +61,985 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,482 | 2,322 | 0.0% | 0.0% | 63 | +9,762 | 18.87% | Q4 2025 | Feb 17, 2026 |
| Clearwave Capital, LLC | History | New | 61,355 | 2,318 | 1.71% | — | 64 | +61,355 | New | Q4 2025 | Mar 02, 2026 |
| Focus Financial Network, Inc. | History | New | 60,895 | 2,300 | 0.08% | — | 65 | +60,895 | New | Q4 2025 | Jan 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 57,711 | 2,180 | 0.07% | 0.07% | 66 | +4,341 | 8.13% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 57,718 | 2,180 | 0.5% | 0.44% | 67 | -509 | -0.87% | Q4 2025 | Feb 02, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 57,102 | 2,157 | 0.23% | 0.17% | 68 | +17,482 | 44.12% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 57,865 | 2,051 | 0.01% | 0.0% | 69 | +39,571 | 216.31% | Q4 2025 | Feb 17, 2026 |
| Investmark Advisory Group LLC | History | Added to | 52,260 | 1,974 | 0.84% | 0.81% | 70 | +1,401 | 2.75% | Q4 2025 | Jan 28, 2026 |
| PFG Advisors | History | Added to | 52,233 | 1,973 | 0.1% | 0.07% | 71 | +7,654 | 17.17% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 51,316 | 1,938 | 0.0% | 0.0% | 72 | +37,259 | 265.06% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,273 | 1,937 | 0.02% | 0.01% | 73 | +30,557 | 147.5% | Q4 2025 | Jan 23, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 49,033 | 1,852 | 0.58% | 0.52% | 74 | +3,956 | 8.78% | Q4 2025 | Jan 22, 2026 |
| Horizon Investment Services, LLC | History | Added to | 46,975 | 1,774 | 0.64% | 0.62% | 75 | +2,180 | 4.87% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 42,498 | 1,605 | 0.07% | 0.07% | 76 | -2,301 | -5.14% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 41,140 | 1,554 | 0.04% | — | 77 | +41,140 | New | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | Added to | 41,045 | 1,550 | 0.01% | 0.01% | 78 | +1,060 | 2.65% | Q4 2025 | Jan 29, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 38,921 | 1,470 | 0.93% | — | 79 | +38,921 | New | Q4 2025 | Feb 09, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 37,002 | 1,397 | 0.86% | — | 80 | +37,002 | New | Q4 2025 | Jan 07, 2026 |
| Savvy Advisors, Inc. | History | New | 35,994 | 1,359 | 0.04% | — | 81 | +35,994 | New | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 35,776 | 1,351 | 0.03% | 0.04% | 82 | -8,649 | -19.47% | Q4 2025 | Feb 09, 2026 |
| TritonPoint Partners, LLC | History | New | 35,218 | 1,330 | 0.71% | — | 83 | +35,218 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 34,059 | 1,285 | 0.01% | 0.01% | 84 | -6,093 | -15.17% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 32,449 | 1,225 | 0.04% | 0.04% | 85 | +6,831 | 26.66% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,190 | 1,216 | 0.02% | 0.01% | 86 | +21,567 | 203.02% | Q4 2025 | Jan 29, 2026 |
| CLG LLC | History | Added to | 32,213 | 1,216 | 0.3% | 0.27% | 87 | +4,959 | 18.2% | Q4 2025 | Jan 15, 2026 |
| Worth Asset Management, LLC | History | Added to | 31,594 | 1,193 | 0.51% | 0.16% | 88 | +21,533 | 214.02% | Q4 2025 | Jan 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 31,254 | 1,180 | 0.2% | 0.22% | 89 | -1,367 | -4.19% | Q4 2025 | Jan 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 30,411 | 1,148 | 0.67% | 0.5% | 90 | +6,759 | 28.58% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,126 | 1,138 | 0.0% | 0.0% | 91 | +10,596 | 54.25% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 29,792 | 1,125 | 0.01% | 0.01% | 92 | +476 | 1.62% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,480 | 1,113 | 0.0% | 0.0% | 93 | -485 | -1.62% | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 28,068 | 1,060 | 0.49% | — | 94 | +28,068 | New | Q4 2025 | Feb 17, 2026 |
| Balance Wealth, LLC | History | Added to | 27,965 | 1,056 | 0.34% | 0.25% | 95 | +498 | 1.81% | Q4 2025 | Jan 21, 2026 |
| Skyview Financial Group LLC | History | New | 27,809 | 1,050 | 1.08% | — | 96 | +27,809 | New | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 27,446 | 1,036 | 0.02% | 0.01% | 97 | +4,926 | 21.87% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 26,859 | 1,014 | 0.07% | 0.06% | 98 | +5,006 | 22.91% | Q4 2025 | Feb 20, 2026 |
| Breakwater Capital Group | History | New | 26,684 | 1,008 | 0.14% | — | 99 | +26,684 | New | Q4 2025 | Jan 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,566 | 924 | 0.0% | 0.0% | 100 | +3,377 | 16.73% | Q4 2025 | Jan 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 21,976 | 830 | 0.04% | 0.04% | 101 | +3,589 | 19.52% | Q4 2025 | Jan 26, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 21,674 | 818 | 0.22% | 0.22% | 102 | +554 | 2.62% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | New | 21,521 | 813 | 0.01% | — | 104 | +21,521 | New | Q4 2025 | Feb 13, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 21,533 | 813 | 0.15% | 0.11% | 103 | +5,289 | 32.56% | Q4 2025 | Jan 07, 2026 |
| GWN SECURITIES INC. | History | Added to | 19,972 | 754 | 0.15% | 0.13% | 105 | +4,379 | 28.08% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 19,362 | 731 | 0.02% | 0.01% | 106 | +7,351 | 61.2% | Q4 2025 | Jan 14, 2026 |
| GTS SECURITIES LLC | History | New | 18,459 | 697 | 0.02% | — | 107 | +18,459 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 17,729 | 669 | 0.02% | 0.02% | 108 | +224 | 1.28% | Q4 2025 | Feb 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 17,539 | 662 | 0.15% | 0.08% | 109 | +7,697 | 78.21% | Q4 2025 | Feb 17, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 16,716 | 631 | 0.13% | 0.12% | 110 | -181 | -1.07% | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | New | 15,819 | 629 | 0.15% | — | 111 | +15,819 | New | Q4 2025 | Jan 13, 2026 |
| REDW Wealth LLC | History | Added to | 15,781 | 596 | 0.23% | 0.08% | 112 | +9,927 | 169.58% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,530 | 586 | 0.0% | 0.0% | 113 | +9,893 | 175.5% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Financial Management LLC | History | New | 14,630 | 552 | 0.52% | — | 114 | +14,630 | New | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 14,567 | 550 | 0.12% | 0.13% | 115 | -1,421 | -8.89% | Q4 2025 | Jan 26, 2026 |
| Kastel Capital Advisors, LLC | History | New | 14,412 | 544 | 0.33% | — | 116 | +14,412 | New | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,342 | 541 | 0.05% | 0.04% | 117 | +1,033 | 7.76% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | New | 14,091 | 532 | 0.01% | — | 118 | +14,091 | New | Q4 2025 | Mar 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 13,509 | 510 | 0.09% | 0.09% | 119 | +498 | 3.83% | Q4 2025 | Feb 10, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 13,446 | 508 | 0.3% | 0.4% | 120 | -4,804 | -26.32% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,080 | 494 | 0.0% | 0.0% | 121 | +499 | 3.97% | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 12,702 | 479 | 0.13% | 0.08% | 122 | +4,681 | 58.36% | Q4 2025 | Jan 16, 2026 |
| Financial Perspectives, Inc | History | Added to | 12,096 | 456 | 0.12% | 0.12% | 123 | +144 | 1.2% | Q4 2025 | Jan 28, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 11,207 | 423 | 0.12% | — | 124 | +11,207 | New | Q4 2025 | Feb 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,076 | 418 | 0.0% | 0.0% | 125 | +4,776 | 75.81% | Q4 2025 | Feb 02, 2026 |
| Curi Capital, LLC | History | New | 10,530 | 397 | 0.01% | — | 126 | +10,530 | New | Q4 2025 | Feb 17, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 10,404 | 393 | 0.29% | 0.29% | 127 | +22 | 0.21% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | New | 10,151 | 383 | 0.03% | — | 128 | +10,151 | New | Q4 2025 | Apr 02, 2026 |
| Regal Investment Advisors LLC | History | New | 10,028 | 378 | 0.02% | — | 129 | +10,028 | New | Q4 2025 | Feb 17, 2026 |
| KWB Wealth | History | Added to | 9,984 | 377 | 0.04% | 0.03% | 130 | +371 | 3.86% | Q4 2025 | Jan 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 9,938 | 375 | 0.0% | 0.0% | 131 | +3,816 | 62.33% | Q4 2025 | Feb 06, 2026 |
| Curtis Advisory Group, LLC | History | New | 9,909 | 374 | 0.08% | — | 132 | +9,909 | New | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | New | 9,796 | 370 | 0.0% | — | 133 | +9,796 | New | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 9,100 | 343 | 0.13% | 0.1% | 135 | +2,350 | 34.81% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 9,082 | 343 | 0.0% | 0.0% | 134 | +934 | 11.46% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | New | 8,609 | 325 | 0.0% | — | 136 | +8,609 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 8,458 | 319 | 0.02% | 0.02% | 137 | +770 | 10.02% | Q4 2025 | Jan 23, 2026 |
| Abbot Financial Management, Inc. | History | New | 8,300 | 313 | 0.13% | — | 138 | +8,300 | New | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,967 | 300 | 0.04% | — | 139 | +7,967 | New | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | Added to | 7,741 | 292 | 0.01% | 0.01% | 140 | +951 | 14.01% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,457 | 281 | 0.02% | 0.02% | 141 | +568 | 8.25% | Q4 2025 | Feb 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 7,412 | 280 | 0.06% | 0.06% | 142 | +729 | 10.91% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 7,311 | 276 | 0.06% | — | 143 | +7,311 | New | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 7,134 | 269 | 0.01% | — | 144 | +7,134 | New | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | New | 6,724 | 254 | 0.03% | — | 145 | +6,724 | New | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 6,632 | 250 | 0.02% | — | 146 | +6,632 | New | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,300 | 238 | 0.0% | 0.0% | 147 | -500 | -7.35% | Q4 2025 | Feb 05, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 5,870 | 222 | 0.14% | 0.14% | 148 | +55 | 0.95% | Q4 2025 | Jan 23, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 5,847 | 220 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| M. Kulyk & Associates, LLC | History | New | 5,809 | 219 | 0.04% | — | 150 | +5,809 | New | Q4 2025 | Jan 08, 2026 |
| CRA Financial Services, LLC | History | New | 5,696 | 215 | 0.03% | — | 151 | +5,696 | New | Q4 2025 | Jan 16, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 5,611 | 211 | 0.06% | 0.06% | 152 | +12 | 0.21% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,500 | 207 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | New | 5,360 | 202 | 0.02% | — | 154 | +5,360 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,831 | 144 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Piscataqua Savings Bank | History | New | 2,500 | 94 | 0.07% | — | 156 | +2,500 | New | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | New | 2,262 | 85 | 0.0% | — | 157 | +2,262 | New | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,185 | 82 | 0.0% | — | 158 | +2,185 | New | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,954 | 73 | 0.06% | 0.05% | 159 | +299 | 18.07% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | New | 1,740 | 65 | 0.0% | — | 160 | +1,740 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,208 | 45 | 0.0% | 0.0% | 161 | +2 | 0.17% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 822 | 31 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | New | 700 | 26 | 0.0% | — | 164 | +700 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 702 | 26 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 655 | 24 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 574 | 21 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 442 | 17 | 0.0% | 0.0% | 169 | -308 | -41.07% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 456 | 17 | 0.0% | 0.0% | 167 | -2 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 458 | 17 | 0.0% | 0.0% | 168 | +1 | 0.22% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 408 | 15 | 0.0% | 0.0% | 170 | +1 | 0.25% | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 376 | 14 | 0.01% | — | 171 | +376 | New | Q4 2025 | Feb 18, 2026 |
| Concord Wealth Partners | History | Reduced | 365 | 13 | 0.0% | 0.0% | 173 | -206 | -36.08% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | No change | 358 | 13 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 263 | 9 | 0.0% | 0.0% | 174 | +1 | 0.38% | Q4 2025 | Mar 16, 2026 |
| AE Wealth Management LLC | History | Added to | 218 | 8 | 0.0% | 0.0% | 175 | +186 | 581.25% | Q4 2025 | Jan 26, 2026 |
| HighMark Wealth Management LLC | History | No change | 190 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CKW FINANCIAL GROUP | History | No change | 96 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 92 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | New | 65 | 2 | 0.0% | — | 179 | +65 | New | Q4 2025 | Jan 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -425,876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,853 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -53,973 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -48,505 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,305 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,243 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,550 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allworth Financial LP | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Copia Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |