FIDELITY COVINGTON TRUST - FIDU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Reduced | 1,738,015 | 150,373 | 0.46% | 0.43% | 1 | -371 | -0.02% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,297,885 | 112,292 | 0.61% | 0.62% | 2 | -9,631 | -0.74% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 889,710 | 76,977 | 0.05% | 0.04% | 3 | +52,655 | 6.29% | Q1 2026 | May 07, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 501,729 | 43,409 | 0.19% | 0.18% | 4 | +2,726 | 0.55% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 389,110 | 33,665 | 0.05% | 0.04% | 5 | -7,545 | -1.9% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 275,115 | 23,802 | 0.01% | 0.0% | 6 | +54,837 | 24.89% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 213,925 | 18,508 | 0.0% | 0.0% | 7 | +4,854 | 2.32% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 182,270 | 15,770 | 0.09% | 0.08% | 8 | +8,351 | 4.8% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 142,307 | 12,312 | 0.0% | 0.0% | 9 | +16,992 | 13.56% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 131,475 | 11,375 | 0.02% | 0.02% | 10 | -7,065 | -5.1% | Q1 2026 | May 15, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 130,313 | 11,274 | 3.38% | 3.1% | 11 | -6,390 | -4.67% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 129,886 | 11,237 | 0.0% | 0.0% | 12 | -1,248 | -0.95% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 127,293 | 11,014 | 0.02% | 0.02% | 13 | +24,134 | 23.39% | Q1 2026 | May 01, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 112,300 | 9,716 | 1.25% | 1.2% | 14 | +382 | 0.34% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 104,956 | 9,080 | 0.03% | 0.03% | 15 | +19,785 | 23.23% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 95,802 | 8,288 | 0.1% | 0.03% | 16 | +62,098 | 184.25% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 92,660 | 8,017 | 0.0% | 0.0% | 17 | -4,210 | -4.35% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 89,145 | 7,391 | 0.0% | 0.0% | 18 | -7,788 | -8.03% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 80,949 | 7,003 | 0.0% | 0.0% | 19 | +7,706 | 10.52% | Q1 2026 | May 15, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 76,159 | 6,589 | 3.0% | 2.8% | 20 | +1,525 | 2.04% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,680 | 6,288 | 0.01% | 0.01% | 21 | +1,610 | 2.27% | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 62,979 | 5,268 | 0.31% | 0.27% | 22 | +1,639 | 2.67% | Q1 2026 | May 14, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 60,013 | 5,192 | 0.12% | 0.24% | 23 | -69,981 | -53.83% | Q1 2026 | May 13, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 59,042 | 5,108 | 1.72% | 1.29% | 24 | -71 | -0.12% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 58,118 | 5,040 | 0.01% | 0.01% | 25 | -5,681 | -8.9% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 51,868 | 4,487 | 0.0% | 0.0% | 26 | +5,445 | 11.73% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | New | 50,344 | 4,355 | 0.32% | — | 27 | +50,344 | New | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 44,437 | 3,844 | 0.09% | 0.09% | 28 | +492 | 1.12% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 42,974 | 3,718 | 0.0% | 0.0% | 29 | +14,278 | 49.76% | Q1 2026 | May 04, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 41,650 | 3,603 | 1.45% | 1.74% | 30 | -15,373 | -26.96% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,640 | 3,429 | 0.0% | 0.0% | 31 | -468 | -1.17% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 38,168 | 3,302 | 0.38% | 0.33% | 32 | +2,040 | 5.65% | Q1 2026 | May 11, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 37,991 | 3,286 | 0.97% | 0.9% | 33 | +2,585 | 7.3% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 32,752 | 2,833 | 0.07% | 0.07% | 34 | -1,413 | -4.14% | Q1 2026 | Apr 07, 2026 |
| Smith Salley Wealth Management | History | Added to | 31,179 | 2,697 | 0.14% | 0.13% | 35 | +536 | 1.75% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 36,587 | 2,667 | 0.12% | 0.03% | 36 | -50,132 | -57.81% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 30,246 | 2,616 | 0.04% | 0.05% | 37 | -758 | -2.44% | Q1 2026 | May 18, 2026 |
| EPG Wealth Management LLC | History | Reduced | 28,317 | 2,449 | 0.66% | 0.64% | 38 | -297 | -1.04% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | New | 26,357 | 2,280 | 0.17% | — | 39 | +26,357 | New | Q1 2026 | Apr 22, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 25,990 | 2,248 | 2.06% | 1.89% | 40 | -227 | -0.87% | Q1 2026 | Apr 29, 2026 |
| LYNCH & ASSOCIATES/IN | History | Reduced | 25,319 | 2,190 | 0.41% | 0.41% | 41 | -1,136 | -4.29% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 24,313 | 2,103 | 0.0% | 0.0% | 42 | +11,479 | 89.44% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,376 | 2,075 | 0.0% | 0.0% | 43 | +10,200 | 71.95% | Q1 2026 | May 15, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 23,142 | 2,002 | 1.92% | — | 44 | +23,142 | New | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 21,272 | 1,840 | 0.46% | 0.55% | 45 | -7,551 | -26.2% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,657 | 1,700 | 0.01% | 0.01% | 46 | +456 | 2.37% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,506 | 1,687 | 0.03% | 0.03% | 47 | +1,653 | 9.26% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 19,274 | 1,667 | 0.11% | 0.11% | 48 | -510 | -2.58% | Q1 2026 | Apr 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 19,169 | 1,658 | 0.11% | 0.1% | 49 | +1,115 | 6.18% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,976 | 1,641 | 0.02% | 0.02% | 50 | +498 | 2.7% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 18,540 | 1,604 | 0.09% | 0.08% | 51 | +2,249 | 13.81% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 18,104 | 1,566 | 0.0% | 0.0% | 52 | -264 | -1.44% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 17,923 | 1,550 | 0.1% | 0.11% | 53 | -1,947 | -9.8% | Q1 2026 | May 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 17,904 | 1,549 | 0.67% | 0.61% | 54 | +729 | 4.24% | Q1 2026 | May 05, 2026 |
| Maxele Advisors, LLC | History | No change | 18,608 | 1,534 | 1.25% | 1.25% | 55 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,686 | 1,530 | 0.0% | 0.0% | 56 | +1,180 | 7.15% | Q1 2026 | Apr 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 16,991 | 1,470 | 0.54% | 0.5% | 57 | +343 | 2.06% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | New | 16,029 | 1,386 | 0.01% | — | 58 | +16,029 | New | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 16,001 | 1,384 | 0.4% | 0.39% | 59 | -32 | -0.2% | Q1 2026 | Apr 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 15,222 | 1,316 | 0.13% | 0.11% | 60 | +789 | 5.47% | Q1 2026 | Apr 23, 2026 |
| Jacobs Equity LLC | History | Added to | 15,153 | 1,311 | 1.17% | 0.95% | 61 | +3,162 | 26.37% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,040 | 1,301 | 0.0% | 0.0% | 62 | -243 | -1.59% | Q1 2026 | May 04, 2026 |
| Roxbury Financial LLC | History | Reduced | 14,427 | 1,248 | 1.12% | 1.07% | 63 | -31 | -0.21% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 14,399 | 1,245 | 0.03% | 0.03% | 64 | -2,806 | -16.31% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 14,038 | 1,214 | 0.04% | 0.04% | 65 | -176 | -1.24% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,917 | 1,204 | 0.03% | 0.03% | 66 | -37 | -0.27% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 13,876 | 1,200 | 0.06% | 0.05% | 67 | +1,653 | 13.52% | Q1 2026 | Apr 29, 2026 |
| Virtue Capital Management, LLC | History | New | 13,871 | 1,160 | 0.18% | — | 68 | +13,871 | New | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | New | 12,853 | 1,112 | 0.03% | — | 69 | +12,853 | New | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 12,595 | 1,107 | 0.02% | 0.02% | 70 | -2,180 | -14.75% | Q1 2026 | May 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 12,178 | 1,053 | 0.38% | 0.41% | 71 | -2,402 | -16.47% | Q1 2026 | Apr 10, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 11,369 | 983 | 0.07% | 0.07% | 72 | -710 | -5.88% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,036 | 954 | 0.02% | 0.02% | 73 | +251 | 2.33% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,907 | 943 | 0.03% | 0.04% | 74 | -1,870 | -14.64% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Added to | 10,856 | 939 | 0.03% | 0.01% | 75 | +7,203 | 197.18% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,676 | 923 | 0.0% | 0.0% | 76 | -4,750 | -30.79% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,843 | 851 | 0.0% | 0.0% | 77 | -813 | -7.63% | Q1 2026 | Apr 27, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 9,452 | 817 | 0.29% | 0.33% | 78 | -1,270 | -11.84% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,276 | 802 | 0.0% | 0.0% | 79 | -402 | -4.15% | Q1 2026 | May 14, 2026 |
| VCI Wealth Management LLC | History | Reduced | 8,531 | 738 | 0.2% | 0.22% | 80 | -1,267 | -12.93% | Q1 2026 | Apr 21, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 8,467 | 732 | 0.31% | 0.36% | 81 | -376 | -4.25% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,359 | 723 | 0.0% | 0.0% | 82 | -32 | -0.38% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,323 | 720 | 0.0% | 0.0% | 83 | -431 | -4.92% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 8,260 | 718 | 0.47% | 0.48% | 84 | -187 | -2.21% | Q1 2026 | Apr 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,095 | 700 | 0.03% | 0.03% | 85 | +704 | 9.53% | Q1 2026 | May 18, 2026 |
| SCS Capital Management LLC | History | No change | 7,955 | 688 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,874 | 681 | 0.01% | — | 88 | +7,874 | New | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 7,877 | 681 | 0.02% | 0.02% | 87 | +234 | 3.06% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,113 | 625 | 0.01% | 0.0% | 89 | +4,225 | 146.3% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,552 | 566 | 0.0% | 0.0% | 90 | +1,536 | 30.62% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | New | 6,457 | 558 | 0.02% | — | 91 | +6,457 | New | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | Added to | 6,429 | 556 | 0.0% | 0.0% | 92 | +1,755 | 37.55% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,418 | 555 | 0.05% | 0.05% | 93 | +107 | 1.7% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 6,406 | 554 | 0.0% | 0.0% | 94 | +2,837 | 79.49% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 6,329 | 547 | 0.01% | 0.01% | 95 | +246 | 4.04% | Q1 2026 | May 15, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 6,288 | 544 | 0.36% | 0.3% | 96 | +860 | 15.84% | Q1 2026 | May 08, 2026 |
| Ironwood Financial, llc | History | New | 6,133 | 530 | 0.09% | — | 97 | +6,133 | New | Q1 2026 | Apr 16, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 5,890 | 509 | 0.1% | 0.09% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 5,811 | 502 | 0.08% | 0.08% | 99 | -128 | -2.16% | Q1 2026 | Apr 29, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 5,710 | 493 | 0.19% | 0.2% | 100 | -303 | -5.04% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,648 | 488 | 0.02% | 0.02% | 101 | -35 | -0.62% | Q1 2026 | May 12, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 5,546 | 479 | 0.12% | 0.12% | 102 | -183 | -3.19% | Q1 2026 | Apr 20, 2026 |
| Capital Square, LLC | History | Added to | 5,104 | 475 | 0.22% | 0.16% | 103 | +1,349 | 35.93% | Q1 2026 | May 11, 2026 |
| PUREfi Wealth, LLC | History | No change | 5,395 | 466 | 0.31% | 0.34% | 104 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,038 | 435 | 0.02% | 0.02% | 105 | +2,527 | 100.64% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,880 | 422 | 0.02% | 0.02% | 106 | +925 | 23.39% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,855 | 420 | 0.01% | 0.01% | 107 | +45 | 0.94% | Q1 2026 | May 04, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 4,778 | 413 | 0.18% | 0.16% | 108 | +545 | 12.88% | Q1 2026 | May 04, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 4,738 | 409 | 0.08% | 0.08% | 109 | +107 | 2.31% | Q1 2026 | May 14, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 4,923 | 406 | 0.44% | 0.44% | 110 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,681 | 405 | 0.09% | 0.09% | 111 | -300 | -6.02% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 4,620 | 399 | 0.11% | 0.1% | 112 | +223 | 5.07% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,536 | 392 | 0.0% | 0.0% | 113 | -593 | -11.56% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,414 | 381 | 0.0% | 0.0% | 114 | +36 | 0.82% | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 4,332 | 374 | 0.25% | 0.2% | 116 | +572 | 15.21% | Q1 2026 | May 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 4,325 | 374 | 0.26% | 0.23% | 115 | -300 | -6.49% | Q1 2026 | Apr 30, 2026 |
| Crumly & Associates Inc. | History | No change | 4,175 | 361 | 0.08% | 0.07% | 117 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Larson Financial Group LLC | History | Added to | 4,165 | 360 | 0.01% | 0.01% | 118 | +13 | 0.31% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,156 | 359 | 0.02% | — | 119 | +4,156 | New | Q1 2026 | Apr 28, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 4,141 | 358 | 0.16% | 0.11% | 120 | +894 | 27.53% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,846 | 352 | 0.01% | — | 121 | +3,846 | New | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 4,003 | 346 | 0.01% | 0.01% | 122 | -100 | -2.44% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,721 | 341 | 0.05% | 0.01% | 123 | -36 | -0.96% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Reduced | 3,830 | 331 | 0.0% | 0.0% | 124 | -68 | -1.74% | Q1 2026 | May 14, 2026 |
| Monte Financial Group, LLC | History | Added to | 3,787 | 327 | 0.12% | 0.11% | 125 | +311 | 8.95% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 3,779 | 326 | 0.01% | 0.01% | 126 | -616 | -14.02% | Q1 2026 | Apr 20, 2026 |
| IBEX WEALTH ADVISORS | History | New | 3,700 | 320 | 0.03% | — | 127 | +3,700 | New | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,574 | 309 | 0.0% | 0.0% | 128 | +760 | 27.01% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 3,424 | 301 | 0.03% | 0.04% | 129 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,283 | 284 | 0.0% | — | 130 | +3,283 | New | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Added to | 3,251 | 281 | 0.01% | 0.01% | 131 | +10 | 0.31% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 3,172 | 274 | 0.0% | 0.0% | 132 | +2,594 | 448.79% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | No change | 3,159 | 273 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 3,054 | 264 | 0.14% | 0.14% | 134 | +9 | 0.3% | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,034 | 262 | 0.22% | 0.21% | 135 | +8 | 0.26% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,018 | 261 | 0.0% | 0.0% | 136 | +506 | 20.14% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,972 | 261 | 0.01% | 0.01% | 137 | +81 | 2.8% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 3,144 | 259 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Partners Group, Inc | History | New | 2,970 | 256 | 0.03% | — | 140 | +2,970 | New | Q1 2026 | Apr 10, 2026 |
| SVB WEALTH LLC | History | No change | 2,962 | 256 | 0.02% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 2,950 | 255 | 0.03% | — | 143 | +2,950 | New | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 2,949 | 255 | 0.0% | — | 142 | +2,949 | New | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 2,957 | 255 | 0.0% | 0.0% | 141 | -257 | -8.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,901 | 254 | 0.0% | 0.0% | 144 | -260 | -8.23% | Q1 2026 | Apr 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,886 | 249 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Belvedere Trading LLC | History | New | 2,808 | 242 | 0.0% | — | 147 | +2,808 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 2,801 | 242 | 0.0% | 0.0% | 146 | -71 | -2.47% | Q1 2026 | Apr 16, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,749 | 237 | 0.04% | 0.04% | 148 | -136 | -4.71% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 2,735 | 236 | 0.0% | — | 149 | +2,735 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,727 | 235 | 0.0% | — | 150 | +2,727 | New | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,662 | 230 | 0.02% | 0.02% | 151 | +83 | 3.22% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,650 | 229 | 0.01% | 0.01% | 152 | -668 | -20.13% | Q1 2026 | May 15, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 2,493 | 228 | 0.07% | 0.07% | 153 | +3 | 0.12% | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,512 | 217 | 0.03% | 0.02% | 154 | -14 | -0.55% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | New | 2,417 | 209 | 0.01% | — | 155 | +2,417 | New | Q1 2026 | May 04, 2026 |
| Accelerate Investment Advisors LLC | History | New | 2,376 | 205 | 0.14% | — | 156 | +2,376 | New | Q1 2026 | Apr 13, 2026 |
| Belpointe Asset Management LLC | History | New | 2,347 | 203 | 0.01% | — | 157 | +2,347 | New | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | No change | 2,295 | 198 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Canton Hathaway, LLC | History | No change | 2,300 | 198 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,032 | 175 | 0.01% | 0.01% | 160 | +7 | 0.35% | Q1 2026 | Apr 07, 2026 |
| Hurley Capital, LLC | History | Added to | 1,919 | 166 | 0.09% | 0.09% | 161 | +3 | 0.16% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,700 | 147 | 0.03% | 0.03% | 162 | +5 | 0.29% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,631 | 141 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,547 | 133 | 0.0% | 0.0% | 164 | +1,300 | 526.32% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,561 | 128 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 1,461 | 126 | 0.0% | 0.0% | 166 | +210 | 16.79% | Q1 2026 | Apr 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,104 | 95 | 0.01% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 980 | 84 | 0.0% | 0.0% | 168 | -198 | -16.81% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 1,001 | 83 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 908 | 78 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 846 | 70 | 0.0% | 0.0% | 171 | +94 | 12.5% | Q1 2026 | May 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 761 | 65 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 731 | 63 | 0.0% | 0.0% | 173 | +516 | 240.0% | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | New | 689 | 59 | 0.0% | — | 174 | +689 | New | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 633 | 54 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 590 | 51 | 0.0% | 0.0% | 176 | -198 | -25.13% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 586 | 50 | 0.0% | 0.0% | 177 | -842 | -58.96% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 558 | 48 | 0.0% | 0.0% | 178 | -59 | -9.56% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 559 | 48 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 554 | 47 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Princeton Global Asset Management LLC | History | No change | 518 | 44 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 500 | 43 | 0.0% | 0.0% | 182 | -3 | -0.6% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | No change | 500 | 43 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 429 | 37 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 434 | 37 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 383 | 33 | 0.0% | 0.0% | 186 | +123 | 47.31% | Q1 2026 | May 07, 2026 |
| Hilltop National Bank | History | No change | 390 | 33 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Missouri Trust & Investment Co | History | No change | 300 | 25 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 262 | 22 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | New | 250 | 21 | 0.01% | — | 192 | +250 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 250 | 21 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 245 | 21 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 201 | 17 | 0.01% | — | 195 | +201 | New | Q1 2026 | May 06, 2026 |
| Strengthening Families & Communities, LLC | History | New | 197 | 17 | 0.0% | — | 194 | +197 | New | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 207 | 17 | 0.0% | 0.0% | 193 | -45 | -17.86% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 190 | 16 | 0.0% | 0.0% | 196 | +11 | 6.15% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 183 | 15 | 0.0% | 0.0% | 198 | -250 | -57.74% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 182 | 15 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 140 | 12 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| N.E.W. Advisory Services LLC | History | New | 120 | 10 | 0.0% | — | 201 | +120 | New | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 117 | 10 | 0.0% | 0.0% | 200 | +25 | 27.17% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 108 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | No change | 99 | 8 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 90 | 7 | 0.0% | 0.0% | 204 | -5,046 | -98.25% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 86 | 7 | 0.0% | 0.0% | 205 | +27 | 45.76% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | New | 79 | 6 | 0.0% | — | 206 | +79 | New | Q1 2026 | May 13, 2026 |
| Evergreen Advisors, LLC | History | New | 63 | 5 | 0.0% | — | 210 | +63 | New | Q1 2026 | May 05, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 68 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Operose Advisors LLC | History | New | 36 | 3 | 0.0% | — | 213 | +36 | New | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 45 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | New | 26 | 2 | 0.0% | — | 218 | +26 | New | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 24 | 2 | 0.0% | — | 217 | +24 | New | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 27 | 2 | 0.0% | 0.0% | 214 | -17 | -38.64% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key Capital Management, INC | History | Added to | 22 | 1 | 0.0% | 0.0% | 221 | +3 | 15.79% | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | — | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12 | 1 | 0.0% | — | 220 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bellwether Advisors, LLC | History | Closed out | 0 | 0 | — | 2.54% | — | -192,749 | -100.0% | Q1 2026 | May 12, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -26,961 | -100.0% | Q1 2026 | May 13, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -9,965 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.17% | — | -9,131 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,708 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -2,723 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,439 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -995 | -100.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -842 | -100.0% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 12, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |