FIDELITY COVINGTON TRUST - FMAT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | No change | 1,683,557 | 98,504 | 0.46% | 0.46% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | No change | 631,686 | 36,960 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 223,656 | 12,466 | 3.13% | 3.11% | 3 | +19,025 | 9.3% | Q3 2026 | Oct 08, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 116,406 | 6,488 | 0.03% | 0.03% | 4 | +1,280 | 1.11% | Q3 2026 | Nov 03, 2026 |
| NorthCoast Asset Management LLC | History | No change | 92,538 | 5,414 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Certified Advisory Corp | History | Reduced | 81,704 | 4,554 | 0.38% | 0.39% | 6 | -382 | -0.47% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 75,990 | 4,446 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 75,317 | 4,406 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 73,520 | 4,301 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 73,684 | 4,107 | 0.01% | 0.01% | 10 | -15,082 | -16.99% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 67,611 | 3,955 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 64,835 | 3,793 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 65,935 | 3,675 | 0.0% | 0.0% | 13 | +72 | 0.11% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 57,387 | 3,365 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 44,600 | 2,609 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 43,266 | 2,531 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Lifeworks Advisors, LLC | History | No change | 39,081 | 2,286 | 0.24% | 0.24% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 37,941 | 2,210 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 36,891 | 2,158 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 35,772 | 1,993 | 0.28% | 0.24% | 20 | +7,435 | 26.24% | Q3 2026 | Oct 14, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 31,962 | 1,781 | 0.4% | 0.44% | 21 | -1,005 | -3.05% | Q3 2026 | Oct 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 31,821 | 1,773 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,814 | 1,744 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Richmond Brothers, Inc. | History | No change | 29,593 | 1,731 | 0.9% | 0.9% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 28,138 | 1,646 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 27,741 | 1,623 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 28,404 | 1,583 | 0.1% | 0.1% | 27 | +319 | 1.14% | Q3 2026 | Oct 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 26,786 | 1,493 | 0.03% | 0.03% | 28 | +884 | 3.41% | Q3 2026 | Oct 21, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 26,397 | 1,471 | 0.46% | 0.48% | 29 | +333 | 1.28% | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,109 | 1,455 | 0.0% | 0.0% | 30 | +15,199 | 139.31% | Q3 2026 | Nov 02, 2026 |
| RFG Advisory, LLC | History | New | 24,813 | 1,383 | 0.02% | — | 31 | +24,813 | New | Q3 2026 | Nov 03, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 24,147 | 1,345 | 0.51% | 0.53% | 32 | +1,058 | 4.58% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22,718 | 1,329 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 22,524 | 1,317 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 19,656 | 1,095 | 0.05% | 0.04% | 35 | +4,443 | 29.21% | Q3 2026 | Oct 29, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 19,129 | 1,066 | 0.27% | 0.27% | 36 | +1,572 | 8.95% | Q3 2026 | Oct 21, 2026 |
| Maxele Advisors, LLC | History | No change | 18,055 | 1,056 | 0.74% | 0.74% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 17,616 | 1,030 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 17,974 | 1,001 | 0.42% | 0.45% | 39 | -159 | -0.88% | Q3 2026 | Oct 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 17,957 | 1,000 | 0.11% | 0.11% | 40 | +222 | 1.25% | Q3 2026 | Oct 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,366 | 957 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,022 | 937 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 15,084 | 882 | 0.24% | 0.24% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,753 | 878 | 0.0% | 0.0% | 44 | -12,717 | -44.67% | Q3 2026 | Nov 02, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 15,421 | 859 | 0.53% | 0.66% | 45 | -743 | -4.6% | Q3 2026 | Oct 20, 2026 |
| FMR LLC | History | No change | 14,424 | 843 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 13,496 | 789 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 13,199 | 783 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Salley Wealth Management | History | Reduced | 13,530 | 754 | 0.03% | 0.03% | 49 | -16 | -0.12% | Q3 2026 | Nov 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,524 | 732 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 13,003 | 724 | 0.07% | 0.06% | 51 | +572 | 4.6% | Q3 2026 | Oct 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,952 | 721 | 0.01% | 0.01% | 52 | -4,821 | -27.13% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 12,248 | 716 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 12,417 | 692 | 0.1% | 0.12% | 54 | +387 | 3.22% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,810 | 690 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,470 | 671 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,244 | 658 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 11,239 | 657 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | Added to | 11,350 | 648 | 0.19% | 0.18% | 59 | +1,781 | 18.61% | Q3 2026 | Oct 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 11,073 | 647 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,879 | 550 | 0.02% | 0.02% | 61 | +4,691 | 90.42% | Q3 2026 | Oct 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,571 | 501 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,503 | 497 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobs Equity LLC | History | No change | 8,431 | 493 | 0.34% | 0.34% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 8,046 | 470 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 7,500 | 438 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| UBS Group AG | History | No change | 7,217 | 422 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 6,377 | 373 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 6,545 | 364 | 0.29% | 0.32% | 69 | -11 | -0.17% | Q3 2026 | Nov 03, 2026 |
| Mariner, LLC | History | No change | 6,195 | 362 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,971 | 349 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICUS CAPITAL | History | No change | 5,828 | 341 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 5,788 | 338 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 5,936 | 332 | 0.07% | 0.07% | 74 | +124 | 2.13% | Q3 2026 | Oct 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,120 | 299 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 5,306 | 295 | 0.06% | 0.07% | 76 | +66 | 1.26% | Q3 2026 | Oct 21, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 5,177 | 288 | 0.02% | 0.02% | 77 | +69 | 1.35% | Q3 2026 | Oct 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 4,831 | 282 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | No change | 4,756 | 278 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Monte Financial Group, LLC | History | Added to | 4,895 | 272 | 0.09% | 0.09% | 80 | +72 | 1.49% | Q3 2026 | Nov 02, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,662 | 272 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,470 | 261 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,038 | 236 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 4,039 | 225 | 0.06% | 0.07% | 84 | -463 | -10.28% | Q3 2026 | Oct 16, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,691 | 205 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,572 | 199 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,162 | 185 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,041 | 177 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 2,721 | 159 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,478 | 138 | 0.0% | 0.0% | 90 | -27 | -1.08% | Q3 2026 | Oct 16, 2026 |
| Sachetta, LLC | History | No change | 2,067 | 120 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 1,547 | 86 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,420 | 83 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,482 | 82 | 0.0% | 0.0% | 94 | +332 | 28.87% | Q3 2026 | Oct 21, 2026 |
| WestEnd Advisors, LLC | History | New | 1,279 | 71 | 0.0% | — | 95 | +1,279 | New | Q3 2026 | Oct 27, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 1,160 | 64 | 0.01% | 0.01% | 96 | -434 | -27.23% | Q3 2026 | Oct 28, 2026 |
| Polaris Financial Partners | History | New | 270 | 59 | 0.03% | — | 97 | +270 | New | Q3 2026 | Oct 02, 2026 |
| CX Institutional | History | Reduced | 1,041 | 58 | 0.0% | 0.0% | 98 | -46 | -4.23% | Q3 2026 | Oct 02, 2026 |
| Concord Wealth Partners | History | Reduced | 929 | 51 | 0.01% | 0.01% | 99 | -20 | -2.11% | Q3 2026 | Oct 30, 2026 |
| Pathway Financial Advisers, LLC | History | New | 828 | 46 | 0.01% | — | 100 | +828 | New | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 778 | 45 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 731 | 42 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 744 | 41 | 0.01% | 0.01% | 104 | +55 | 7.98% | Q3 2026 | Oct 19, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 707 | 41 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 694 | 40 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 626 | 34 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 597 | 33 | 0.02% | 0.01% | 109 | +319 | 114.75% | Q3 2026 | Nov 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 569 | 33 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 566 | 33 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 547 | 32 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 510 | 29 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Perspectives, Inc | History | No change | 449 | 25 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 426 | 23 | 0.0% | — | 113 | +426 | New | Q3 2026 | Oct 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 374 | 20 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BlackRock, Inc. | History | No change | 290 | 16 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 265 | 15 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 270 | 15 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 257 | 15 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 244 | 13 | 0.0% | — | 121 | +244 | New | Q3 2026 | Oct 27, 2026 |
| Banque Transatlantique SA | History | No change | 234 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caldwell Trust Co | History | No change | 250 | 13 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 198 | 11 | 0.0% | — | 122 | +195 | 6500.0% | Q3 2026 | Oct 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 175 | 10 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 196 | 10 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 160 | 9 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 157 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CVA Family Office, LLC | History | No change | 149 | 8 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 146 | 8 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key Capital Management, INC | History | Added to | 120 | 6 | 0.0% | 0.0% | 129 | +29 | 31.87% | Q3 2026 | Nov 03, 2026 |
| Arlington Trust Co LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Heritage Wealth Advisors | History | No change | 75 | 4 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 76 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Rossby Financial, LCC | History | No change | 62 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 135 | -74 | -59.2% | Q3 2026 | Nov 03, 2026 |
| Legacy Bridge, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 45 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 30 | 1 | 0.0% | — | 142 | +30 | New | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | No change | 27 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Operose Advisors LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,612 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,868 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Targeted Financial Services LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,615 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,419 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -743 | -98.93% | Q3 2026 | Oct 08, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Oct 27, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Bullock Wealth Management Group | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Signature Equity Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 29, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |