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 | No change | 1,672,011 | 166,549 | 0.45% | 0.45% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 1,404,619 | 139,914 | 0.65% | 0.65% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 942,093 | 93,841 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | No change | 510,373 | 50,838 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 400,727 | 39,916 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 285,843 | 28,472 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICUS CAPITAL | History | No change | 259,849 | 25,883 | 1.67% | 1.67% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 219,372 | 21,851 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 184,436 | 18,371 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 161,766 | 16,113 | 0.36% | 0.36% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 145,719 | 14,515 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 142,295 | 12,604 | 3.16% | 3.52% | 12 | +5,970 | 4.38% | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 126,154 | 12,566 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 124,721 | 12,423 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 123,202 | 12,272 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Lifeworks Advisors, LLC | History | No change | 114,531 | 11,408 | 1.19% | 1.19% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 106,256 | 10,584 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 100,169 | 9,977 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 99,985 | 9,961 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 92,107 | 9,174 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 79,748 | 7,943 | 3.1% | 3.1% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 78,645 | 7,834 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 74,143 | 7,385 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 73,519 | 7,323 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 72,031 | 7,175 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 65,286 | 6,521 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | No change | 62,990 | 6,274 | 0.29% | 0.29% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fischer Financial Services, Inc. | History | No change | 59,946 | 5,971 | 1.5% | 1.5% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 54,756 | 5,454 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 52,193 | 5,198 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,000 | 4,980 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 41,441 | 4,127 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 39,321 | 3,916 | 1.05% | 1.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 37,534 | 3,647 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 36,045 | 3,590 | 0.39% | 0.39% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 32,496 | 3,236 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Smith Salley Wealth Management | History | No change | 30,587 | 3,046 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 30,191 | 3,007 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 30,059 | 2,994 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPG Wealth Management LLC | History | No change | 28,310 | 2,819 | 0.68% | 0.68% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 27,488 | 2,738 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 26,946 | 2,684 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 26,515 | 2,641 | 0.46% | 0.46% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 25,867 | 2,576 | 2.14% | 2.14% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Richmond Brothers, Inc. | History | No change | 25,307 | 2,520 | 1.31% | 1.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | No change | 22,799 | 2,271 | 1.67% | 1.67% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 21,023 | 2,094 | 0.12% | 0.12% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 21,010 | 2,092 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 19,813 | 1,973 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 18,817 | 1,874 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 18,753 | 1,867 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 18,669 | 1,859 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maxele Advisors, LLC | History | No change | 18,546 | 1,847 | 1.29% | 1.29% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,092 | 1,802 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 17,793 | 1,772 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 17,767 | 1,769 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 16,732 | 1,666 | 0.7% | 0.7% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 16,643 | 1,657 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jacobs Equity LLC | History | No change | 16,459 | 1,639 | 1.13% | 1.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,426 | 1,636 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 18,227 | 1,614 | 0.56% | 1.04% | 61 | -10,822 | -37.25% | Q3 2026 | Oct 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 16,142 | 1,607 | 0.51% | 0.51% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 15,975 | 1,591 | 0.41% | 0.41% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 15,801 | 1,573 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 15,744 | 1,568 | 0.59% | 0.59% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Virtue Capital Management, LLC | History | No change | 15,646 | 1,558 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 16,927 | 1,499 | 0.14% | 0.14% | 67 | +855 | 5.32% | Q3 2026 | Oct 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,929 | 1,387 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,362 | 1,330 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roxbury Financial LLC | History | Added to | 14,777 | 1,308 | 1.0% | 1.15% | 70 | +172 | 1.18% | Q3 2026 | Oct 01, 2026 |
| Sigma Planning Corp | History | No change | 12,952 | 1,290 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,471 | 1,242 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 12,244 | 1,219 | 0.34% | 0.34% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 11,626 | 1,158 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heck Capital Advisors, LLC | History | No change | 11,217 | 1,117 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,922 | 1,087 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLUE JEAN FINANCIAL LLC | History | No change | 10,095 | 1,005 | 0.7% | 0.7% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mutual Advisors, LLC | History | No change | 10,014 | 997 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,749 | 971 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mosley Wealth Management | History | No change | 9,140 | 910 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Armor Investment Advisors, LLC | History | No change | 9,100 | 906 | 0.29% | 0.29% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VCI Wealth Management LLC | History | No change | 8,743 | 870 | 0.22% | 0.22% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 8,467 | 843 | 0.39% | 0.39% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,443 | 841 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 8,350 | 831 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 8,333 | 830 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 8,285 | 825 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nova Wealth Management, Inc. | History | No change | 7,622 | 759 | 0.42% | 0.42% | 88 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ironwood Financial, llc | History | No change | 7,838 | 751 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,362 | 733 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,166 | 713 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 7,067 | 703 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 6,688 | 666 | 0.38% | 0.38% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Redwood Financial Network Corp | History | No change | 6,425 | 639 | 0.35% | 0.35% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 6,320 | 629 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 6,292 | 626 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,256 | 623 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,261 | 623 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 6,097 | 607 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 6,034 | 601 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 5,787 | 576 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,460 | 572 | 0.0% | 0.01% | 102 | -627 | -8.85% | Q3 2026 | Oct 08, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 5,589 | 556 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 5,537 | 551 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 5,490 | 546 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 5,436 | 541 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PUREfi Wealth, LLC | History | No change | 5,395 | 537 | 0.29% | 0.29% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 5,320 | 529 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,000 | 498 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,968 | 494 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Square, LLC | History | No change | 5,104 | 494 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 4,963 | 494 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 4,872 | 485 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,810 | 479 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 4,740 | 472 | 0.18% | 0.18% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 4,515 | 449 | 0.47% | 0.47% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,438 | 442 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Monte Financial Group, LLC | History | No change | 4,630 | 440 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 4,168 | 415 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 4,174 | 415 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 4,125 | 410 | 0.19% | 0.19% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,098 | 408 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,100 | 408 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 4,033 | 401 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 3,995 | 397 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CWA Asset Management Group, LLC | History | No change | 3,967 | 395 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crumly & Associates Inc. | History | No change | 4,175 | 369 | 0.07% | 0.08% | 127 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 3,700 | 368 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,545 | 353 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 4,003 | 352 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 3,460 | 344 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,460 | 344 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,551 | 343 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 3,424 | 341 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,389 | 337 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,347 | 333 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,338 | 332 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 3,342 | 332 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneAscent Financial Services LLC | History | No change | 3,275 | 326 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIP Wealth, LLC | History | No change | 3,258 | 324 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,108 | 308 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 3,061 | 304 | 0.14% | 0.14% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,033 | 302 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 3,041 | 302 | 0.23% | 0.23% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 3,029 | 301 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighTower Advisors, LLC | History | No change | 2,988 | 297 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Partners Group, Inc | History | No change | 2,975 | 296 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SVB WEALTH LLC | History | No change | 2,962 | 295 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PKS Advisory Services, LLC | History | No change | 2,911 | 289 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,852 | 276 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,852 | 276 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,807 | 275 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,752 | 274 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,727 | 271 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,698 | 268 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 2,662 | 265 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 2,637 | 262 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,886 | 255 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,524 | 251 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 2,474 | 246 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NWAM LLC | History | No change | 2,417 | 240 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 2,391 | 238 | 0.14% | 0.14% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verity Asset Management, Inc. | History | No change | 2,379 | 237 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Selective Wealth Management, Inc. | History | No change | 2,442 | 233 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Canton Hathaway, LLC | History | No change | 2,300 | 229 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 2,295 | 228 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,269 | 225 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 2,259 | 225 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 2,244 | 223 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,165 | 215 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 2,162 | 215 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 2,121 | 211 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 2,343 | 207 | 0.0% | — | 174 | +2,343 | New | Q3 2026 | Oct 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,087 | 207 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 2,050 | 204 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 1,922 | 191 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hurley Capital, LLC | History | No change | 1,921 | 191 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,098 | 185 | 0.01% | 0.01% | 178 | +34 | 1.65% | Q3 2026 | Oct 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,764 | 175 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 1,704 | 169 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,419 | 141 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,104 | 109 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,068 | 106 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 977 | 97 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 929 | 92 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 882 | 86 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GODSEY & GIBB, INC | History | No change | 761 | 75 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Banque Transatlantique SA | History | No change | 689 | 68 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 633 | 63 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | Added to | 670 | 59 | 0.0% | 0.0% | 190 | +3 | 0.45% | Q3 2026 | Oct 02, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 554 | 55 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Colonial Trust Co / SC | History | No change | 559 | 55 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | No change | 541 | 53 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 518 | 51 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingdom Financial Group LLC. | History | No change | 499 | 49 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 500 | 49 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 486 | 48 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 457 | 45 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Decker Retirement Planning Inc. | History | No change | 434 | 43 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hilltop National Bank | History | No change | 390 | 38 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SYM FINANCIAL Corp | History | No change | 365 | 36 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 262 | 26 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 250 | 24 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 245 | 24 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 234 | 23 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 220 | 21 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VIMA LLC | History | No change | 217 | 21 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 204 | 20 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 207 | 20 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 197 | 19 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 183 | 16 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 140 | 13 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 131 | 13 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOTCO | History | No change | 125 | 12 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 121 | 12 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 124 | 12 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 115 | 11 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 115 | 11 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 108 | 10 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allied Private Wealth LLC | History | No change | 109 | 10 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 98 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 86 | 8 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Capital Management, INC | History | No change | 85 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 79 | 7 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 66 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 6 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOP Private Wealth LLC. | History | No change | 53 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 45 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POM Investment Strategies, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Operose Advisors LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ASSETMARK, INC | History | No change | 26 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 22 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 19 | 1 | 0.0% | 0.0% | 240 | +7 | 58.33% | Q3 2026 | Oct 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |