FIDELITY COVINGTON TRUST - FIDU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 1,738,386 | 142,468 | 0.43% | 0.45% | 1 | +1,801 | 0.1% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 1,307,516 | 107,843 | 0.62% | 0.55% | 2 | +255,717 | 24.31% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 837,055 | 69,040 | 0.04% | 0.05% | 3 | -73,419 | -8.06% | Q4 2025 | Feb 10, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 499,003 | 41,157 | 0.18% | 0.05% | 4 | +354,810 | 246.07% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 396,655 | 32,716 | 0.04% | 0.04% | 5 | -8,284 | -2.05% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 220,278 | 18,168 | 0.0% | 0.01% | 6 | -30,832 | -12.28% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 209,071 | 17,244 | 0.0% | 0.0% | 7 | -2,888 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Bellwether Advisors, LLC | History | New | 192,749 | 15,897 | 2.54% | — | 8 | +192,749 | New | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 173,919 | 14,344 | 0.08% | 0.06% | 9 | +13,681 | 8.54% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 138,540 | 11,426 | 0.02% | 0.02% | 10 | -22,792 | -14.13% | Q4 2025 | Feb 18, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 136,703 | 11,275 | 3.1% | 3.31% | 11 | +3,976 | 3.0% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 131,134 | 10,815 | 0.0% | 0.0% | 12 | +8,881 | 7.26% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 129,994 | 10,721 | 0.24% | 0.04% | 13 | -10,847 | -7.7% | Q4 2025 | Feb 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 125,315 | 10,335 | 0.0% | 0.0% | 14 | +13,711 | 12.29% | Q4 2025 | Feb 17, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 111,918 | 9,230 | 1.2% | 0.69% | 15 | +48,789 | 77.28% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 103,159 | 8,533 | 0.02% | 0.01% | 16 | +14,025 | 15.73% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 96,933 | 7,995 | 0.0% | 0.0% | 17 | +2,649 | 2.81% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 96,870 | 7,990 | 0.0% | — | 18 | +96,870 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 86,719 | 7,152 | 0.03% | 0.04% | 19 | -25,729 | -22.88% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 85,171 | 7,024 | 0.03% | 0.03% | 20 | +7,781 | 10.05% | Q4 2025 | Feb 13, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 74,634 | 6,155 | 2.8% | 2.79% | 21 | +2,578 | 3.58% | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Added to | 73,243 | 6,041 | 0.0% | 0.0% | 22 | +1,956 | 2.74% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 71,070 | 5,861 | 0.01% | 0.01% | 23 | +2,059 | 2.98% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,799 | 5,277 | 0.01% | 0.01% | 24 | +3,212 | 5.3% | Q4 2025 | Feb 17, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 61,340 | 5,059 | 0.27% | 0.28% | 25 | +439 | 0.72% | Q4 2025 | Jan 12, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 59,113 | 4,875 | 1.29% | 1.27% | 26 | +1,753 | 3.06% | Q4 2025 | Feb 06, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 57,023 | 4,703 | 1.74% | 1.97% | 27 | -22,992 | -28.73% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Added to | 46,423 | 3,828 | 0.0% | 0.0% | 28 | +4,250 | 10.08% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 43,945 | 3,624 | 0.09% | 0.09% | 29 | +732 | 1.69% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,108 | 3,308 | 0.0% | 0.0% | 30 | +5,233 | 15.01% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 36,128 | 2,979 | 0.33% | — | 31 | +36,128 | New | Q4 2025 | Feb 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 35,406 | 2,920 | 0.9% | 0.91% | 32 | +787 | 2.27% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 34,165 | 2,817 | 0.07% | 0.07% | 33 | +1,265 | 3.84% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 33,704 | 2,779 | 0.03% | 0.04% | 34 | -661 | -1.92% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 31,004 | 2,557 | 0.05% | 0.06% | 35 | -351 | -1.12% | Q4 2025 | Feb 13, 2026 |
| Smith Salley Wealth Management | History | Reduced | 30,643 | 2,527 | 0.13% | 0.13% | 36 | -36 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 28,823 | 2,377 | 0.55% | 0.46% | 37 | +6,212 | 27.47% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,696 | 2,366 | 0.0% | 0.0% | 38 | -4,587 | -13.78% | Q4 2025 | Feb 10, 2026 |
| EPG Wealth Management LLC | History | Reduced | 28,614 | 2,360 | 0.64% | 0.65% | 39 | -247 | -0.86% | Q4 2025 | Jan 28, 2026 |
| Mach-1 Financial Group, LLC | History | New | 26,961 | 2,223 | 0.46% | — | 40 | +26,961 | New | Q4 2025 | Feb 06, 2026 |
| LYNCH & ASSOCIATES/IN | History | Reduced | 26,455 | 2,182 | 0.41% | 0.42% | 41 | -271 | -1.01% | Q4 2025 | Jan 07, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 26,217 | 2,162 | 1.89% | 2.19% | 42 | -212 | -0.8% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 19,870 | 1,638 | 0.11% | 0.09% | 43 | +3,537 | 21.66% | Q4 2025 | Feb 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 19,784 | 1,631 | 0.11% | 0.13% | 44 | -3,349 | -14.48% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 19,201 | 1,583 | 0.01% | 0.01% | 45 | -687 | -3.45% | Q4 2025 | Feb 11, 2026 |
| Maxele Advisors, LLC | History | Added to | 18,608 | 1,534 | 1.25% | 1.29% | 46 | +325 | 1.78% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,478 | 1,524 | 0.02% | 0.01% | 47 | +9,311 | 101.57% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 18,368 | 1,515 | 0.0% | 0.0% | 48 | +1,851 | 11.21% | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 18,054 | 1,489 | 0.1% | 0.1% | 49 | -42 | -0.23% | Q4 2025 | Jan 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,853 | 1,472 | 0.03% | 0.03% | 50 | -1,000 | -5.3% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 17,205 | 1,419 | 0.03% | 0.03% | 51 | -652 | -3.65% | Q4 2025 | Feb 02, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 17,175 | 1,416 | 0.61% | 0.56% | 52 | +1,819 | 11.85% | Q4 2025 | Jan 28, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 16,648 | 1,373 | 0.5% | 0.52% | 53 | -300 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,506 | 1,361 | 0.0% | 0.0% | 54 | -3,629 | -18.02% | Q4 2025 | Feb 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 16,291 | 1,343 | 0.08% | 0.07% | 55 | +1,743 | 11.98% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 16,033 | 1,322 | 0.39% | 0.38% | 56 | +492 | 3.17% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,426 | 1,272 | 0.0% | — | 57 | +15,426 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,283 | 1,260 | 0.0% | 0.0% | 58 | +66 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 14,775 | 1,218 | 0.02% | 0.03% | 59 | -6,603 | -30.89% | Q4 2025 | Feb 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 14,580 | 1,202 | 0.41% | 0.41% | 60 | -534 | -3.53% | Q4 2025 | Jan 07, 2026 |
| Roxbury Financial LLC | History | Reduced | 14,458 | 1,192 | 1.07% | 1.1% | 61 | -42 | -0.29% | Q4 2025 | Jan 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 14,433 | 1,190 | 0.11% | 0.09% | 62 | +3,019 | 26.45% | Q4 2025 | Jan 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 14,214 | 1,172 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,176 | 1,169 | 0.0% | 0.0% | 64 | +3,360 | 31.07% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,954 | 1,150 | 0.03% | 0.03% | 65 | -1,098 | -7.29% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 12,834 | 1,058 | 0.0% | 0.0% | 66 | +18 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,777 | 1,053 | 0.04% | 0.04% | 67 | +605 | 4.97% | Q4 2025 | Feb 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 12,223 | 1,008 | 0.05% | 0.05% | 68 | -1,349 | -9.94% | Q4 2025 | Feb 02, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 12,079 | 996 | 0.07% | 0.08% | 69 | -146 | -1.19% | Q4 2025 | Jan 16, 2026 |
| Jacobs Equity LLC | History | New | 11,991 | 989 | 0.95% | — | 70 | +11,991 | New | Q4 2025 | Feb 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,785 | 889 | 0.02% | 0.02% | 71 | +8 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 10,722 | 884 | 0.33% | 0.33% | 72 | -2,106 | -16.42% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,656 | 878 | 0.0% | 0.0% | 73 | -4,607 | -30.18% | Q4 2025 | Feb 02, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 9,965 | 821 | 0.67% | — | 74 | +9,965 | New | Q4 2025 | Feb 13, 2026 |
| VCI Wealth Management LLC | History | Reduced | 9,798 | 808 | 0.22% | 0.45% | 75 | -8,292 | -45.84% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,678 | 798 | 0.0% | 0.0% | 76 | +333 | 3.56% | Q4 2025 | Feb 18, 2026 |
| Q3 Asset Management | History | Added to | 9,131 | 753 | 0.17% | 0.16% | 77 | +3,480 | 61.58% | Q4 2025 | Jan 27, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 8,843 | 729 | 0.36% | — | 78 | +8,843 | New | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,754 | 722 | 0.0% | 0.0% | 79 | -8,672 | -49.76% | Q4 2025 | Feb 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 8,447 | 696 | 0.48% | 0.52% | 80 | -573 | -6.35% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,391 | 692 | 0.0% | 0.0% | 81 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | No change | 7,955 | 656 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 7,643 | 630 | 0.02% | — | 83 | +7,643 | New | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,391 | 610 | 0.03% | 0.02% | 84 | +1,066 | 16.85% | Q4 2025 | Feb 13, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 555 | 0.24% | 0.22% | 85 | -6,612 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,708 | 553 | 0.0% | 0.0% | 86 | -99 | -1.45% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 6,311 | 520 | 0.05% | 0.07% | 87 | -1,763 | -21.84% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Added to | 6,083 | 501 | 0.01% | 0.01% | 88 | +94 | 1.57% | Q4 2025 | Feb 13, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 6,013 | 495 | 0.2% | 0.25% | 89 | -1,287 | -17.63% | Q4 2025 | Jan 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 5,939 | 489 | 0.08% | 0.08% | 90 | -57 | -0.95% | Q4 2025 | Jan 28, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 5,890 | 485 | 0.09% | 0.1% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 5,729 | 472 | 0.12% | 0.12% | 92 | +322 | 5.96% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,683 | 468 | 0.02% | 0.0% | 93 | +4,779 | 528.65% | Q4 2025 | Feb 04, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 5,428 | 447 | 0.3% | 0.31% | 94 | -160 | -2.86% | Q4 2025 | Jan 23, 2026 |
| PUREfi Wealth, LLC | History | No change | 5,395 | 444 | 0.34% | 0.34% | 95 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,136 | 423 | 0.0% | 0.0% | 97 | +2,886 | 128.27% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,129 | 423 | 0.0% | 0.0% | 96 | +719 | 16.3% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,016 | 413 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,981 | 410 | 0.09% | 0.09% | 99 | -40 | -0.8% | Q4 2025 | Feb 02, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 4,923 | 406 | 0.44% | 0.47% | 100 | -28 | -0.57% | Q4 2025 | Jan 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,810 | 396 | 0.01% | 0.01% | 101 | +13 | 0.27% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 4,674 | 385 | 0.0% | 0.0% | 102 | +1,205 | 34.74% | Q4 2025 | Feb 17, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 4,625 | 381 | 0.23% | 0.4% | 104 | -3,004 | -39.38% | Q4 2025 | Feb 03, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 4,631 | 381 | 0.08% | 0.09% | 103 | -641 | -12.16% | Q4 2025 | Feb 11, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 4,395 | 362 | 0.01% | 0.02% | 105 | -601 | -12.03% | Q4 2025 | Jan 07, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 4,397 | 362 | 0.1% | 0.1% | 106 | +119 | 2.78% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,378 | 361 | 0.0% | 0.0% | 107 | +463 | 11.83% | Q4 2025 | Feb 17, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 4,233 | 349 | 0.16% | 0.16% | 108 | +217 | 5.4% | Q4 2025 | Feb 04, 2026 |
| Crumly & Associates Inc. | History | No change | 4,175 | 344 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,152 | 342 | 0.01% | 0.01% | 110 | -315 | -7.05% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 4,103 | 338 | 0.01% | 0.01% | 111 | +601 | 17.16% | Q4 2025 | Mar 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,757 | 337 | 0.01% | 0.01% | 112 | -86 | -2.24% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,955 | 326 | 0.02% | 0.02% | 113 | +7 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | New | 3,898 | 322 | 0.0% | — | 114 | +3,898 | New | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,800 | 313 | 0.0% | — | 115 | +3,800 | New | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Added to | 3,760 | 310 | 0.2% | 0.16% | 116 | +648 | 20.82% | Q4 2025 | Feb 10, 2026 |
| Capital Square, LLC | History | Added to | 3,755 | 309 | 0.16% | 0.13% | 117 | +585 | 18.45% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 3,653 | 301 | 0.01% | 0.01% | 118 | -32 | -0.87% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 3,569 | 294 | 0.0% | 0.0% | 119 | +102 | 2.94% | Q4 2025 | Jan 29, 2026 |
| Monte Financial Group, LLC | History | Added to | 3,476 | 286 | 0.11% | 0.1% | 120 | +105 | 3.11% | Q4 2025 | Jan 22, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 3,424 | 282 | 0.04% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,161 | 273 | 0.0% | 0.0% | 122 | -1,290 | -28.98% | Q4 2025 | Jan 08, 2026 |
| CHOREO, LLC | History | Added to | 3,214 | 267 | 0.0% | 0.0% | 124 | +211 | 7.03% | Q4 2025 | Jan 23, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 3,247 | 267 | 0.11% | 0.14% | 125 | +124 | 3.97% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Added to | 3,241 | 267 | 0.01% | 0.01% | 123 | +5 | 0.15% | Q4 2025 | Jan 21, 2026 |
| EVOKE WEALTH, LLC | History | New | 3,159 | 260 | 0.0% | — | 126 | +3,159 | New | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 3,144 | 259 | 0.0% | 0.0% | 127 | +1 | 0.03% | Q4 2025 | Jan 29, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 3,045 | 251 | 0.14% | 0.15% | 128 | +5 | 0.16% | Q4 2025 | Jan 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,026 | 249 | 0.21% | 0.2% | 129 | +339 | 12.62% | Q4 2025 | Jan 26, 2026 |
| SVB WEALTH LLC | History | No change | 2,962 | 244 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kovack Advisors, Inc. | History | New | 2,891 | 238 | 0.01% | — | 131 | +2,891 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,888 | 238 | 0.0% | 0.0% | 133 | +232 | 8.73% | Q4 2025 | Jan 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,886 | 238 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,885 | 237 | 0.04% | 0.04% | 134 | +568 | 24.51% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 2,872 | 236 | 0.0% | 0.0% | 135 | -337 | -10.5% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,814 | 232 | 0.0% | 0.0% | 136 | +4 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,723 | 224 | 0.01% | 0.01% | 137 | -1,923 | -41.39% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 2,490 | 222 | 0.07% | 0.07% | 138 | -260 | -9.45% | Q4 2025 | Jan 16, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,579 | 212 | 0.02% | 0.02% | 139 | +55 | 2.18% | Q4 2025 | Jan 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,526 | 208 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,512 | 207 | 0.0% | — | 141 | +2,512 | New | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,511 | 207 | 0.02% | 0.03% | 142 | +4 | 0.16% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 2,295 | 189 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Canton Hathaway, LLC | History | No change | 2,300 | 189 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,025 | 167 | 0.01% | 0.01% | 145 | +47 | 2.38% | Q4 2025 | Jan 13, 2026 |
| Hurley Capital, LLC | History | Added to | 1,916 | 158 | 0.09% | 0.09% | 146 | +1 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,695 | 139 | 0.03% | 0.04% | 147 | +3 | 0.18% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,631 | 134 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,561 | 128 | 0.0% | 0.0% | 149 | +2 | 0.13% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,439 | 118 | 0.01% | — | 150 | +1,439 | New | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 1,428 | 117 | 0.0% | — | 151 | +1,428 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 1,251 | 103 | 0.0% | 0.0% | 152 | +776 | 163.37% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | No change | 1,178 | 97 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,104 | 91 | 0.0% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Motiv8 Investments LLC | History | New | 1,001 | 83 | 0.05% | — | 155 | +1,001 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 995 | 82 | 0.0% | — | 156 | +995 | New | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | New | 908 | 74 | 0.0% | — | 157 | +908 | New | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 842 | 69 | 0.01% | — | 158 | +842 | New | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 788 | 65 | 0.0% | 0.0% | 159 | -492 | -38.44% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 752 | 62 | 0.0% | 0.0% | 160 | -120 | -13.76% | Q4 2025 | Feb 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 761 | 62 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 633 | 52 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 617 | 50 | 0.0% | 0.0% | 163 | +558 | 945.76% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 578 | 48 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 559 | 46 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 554 | 45 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 518 | 42 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | New | 500 | 41 | 0.0% | — | 169 | +500 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 503 | 41 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 429 | 35 | 0.0% | 0.0% | 170 | +2 | 0.47% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | No change | 433 | 35 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Decker Retirement Planning Inc. | History | No change | 434 | 35 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hilltop National Bank | History | No change | 390 | 32 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SYM FINANCIAL Corp | History | New | 365 | 30 | 0.0% | — | 174 | +365 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 315 | 25 | 0.0% | 0.0% | 175 | -123 | -28.08% | Q4 2025 | Feb 11, 2026 |
| Missouri Trust & Investment Co | History | No change | 300 | 24 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 262 | 21 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | No change | 260 | 21 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 250 | 20 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 247 | 20 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 245 | 20 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 252 | 20 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 215 | 17 | 0.0% | 0.0% | 183 | +156 | 264.41% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 182 | 15 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 179 | 14 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 140 | 11 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New Hampshire | History | New | 108 | 8 | 0.0% | — | 188 | +108 | New | Q4 2025 | Mar 16, 2026 |
| Waverly Advisors, LLC | History | New | 99 | 8 | 0.0% | — | 187 | +99 | New | Q4 2025 | Feb 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 108 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 92 | 7 | 0.0% | — | 190 | +92 | New | Q4 2025 | Feb 05, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 68 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 56 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | No change | 59 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 44 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 45 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 29 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quattro Advisors LLC | History | New | 21 | 1 | 0.0% | — | 203 | +21 | New | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 19 | 1 | 0.0% | — | 202 | +19 | New | Q4 2025 | Jan 26, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 6 | 0 | — | 0.36% | — | -7,147 | -99.92% | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,540 | -100.0% | Q3 2025 | Nov 12, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,953 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,858 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -3,700 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,537 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,807 | -100.0% | Q3 2025 | Oct 16, 2025 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,669 | -100.0% | Q3 2025 | Nov 03, 2025 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,665 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,281 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -481 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Central Pacific Bank - Trust Division | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 07, 2026 |
| Root Financial Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |