FIDELITY COVINGTON TRUST - FMDE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Added to | 9,463,266 | 344,312 | 0.08% | 0.02% | 1 | +7,440,824 | 367.91% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 9,229,681 | 335,775 | 0.02% | 0.02% | 2 | +24,388 | 0.26% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,191,224 | 334,376 | 0.21% | 0.17% | 3 | +2,231,082 | 32.06% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 4,947,566 | 179,992 | 0.05% | 0.04% | 4 | +1,090,826 | 28.28% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,432,732 | 124,882 | 0.02% | 0.01% | 5 | +1,627,937 | 90.2% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,878,740 | 104,728 | 0.63% | 0.6% | 6 | +173,185 | 6.4% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,506,777 | 91,196 | 0.03% | 0.02% | 7 | +395,156 | 18.71% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 2,324,110 | 84,551 | 0.15% | — | 8 | +2,324,110 | New | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,304,251 | 83,828 | 0.11% | 0.07% | 9 | +908,056 | 65.04% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,869,943 | 68,051 | 0.1% | 0.11% | 10 | -256,625 | -12.07% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,803,707 | 65,619 | 2.0% | 1.9% | 11 | +6,132 | 0.34% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,644,381 | 59,822 | 0.07% | 0.04% | 12 | +593,910 | 56.54% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,613,828 | 58,711 | 0.02% | 0.02% | 13 | +131,380 | 8.86% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,525,235 | 55,488 | 0.23% | 0.21% | 14 | +227,817 | 17.56% | Q4 2025 | Feb 13, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 1,126,815 | 40,993 | 8.59% | 8.43% | 15 | +44,582 | 4.12% | Q4 2025 | Jan 12, 2026 |
| McNamara Financial Services, Inc. | History | New | 769,214 | 27,984 | 5.31% | — | 16 | +769,214 | New | Q4 2025 | Jan 21, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | New | 747,907 | 27,208 | 7.21% | — | 17 | +747,907 | New | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 741,020 | 26,958 | 0.07% | 0.06% | 18 | +110,906 | 17.6% | Q4 2025 | Feb 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | New | 726,258 | 26,421 | 1.27% | — | 19 | +726,258 | New | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 634,400 | 23,079 | 0.03% | 0.0% | 20 | +555,300 | 702.02% | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 629,198 | 22,890 | 3.06% | 2.96% | 21 | +61,560 | 10.84% | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Added to | 608,154 | 22,124 | 0.0% | 0.0% | 22 | +405,259 | 199.74% | Q4 2025 | Feb 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 559,672 | 20,360 | 5.67% | 5.03% | 23 | +55,025 | 10.9% | Q4 2025 | Jan 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 539,497 | 19,626 | 2.81% | — | 24 | +539,497 | New | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 535,961 | 19,498 | 0.0% | — | 25 | +535,961 | New | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 527,627 | 19,195 | 7.06% | 7.17% | 26 | -98,126 | -15.68% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 490,056 | 17,828 | 0.0% | 0.0% | 27 | +328,134 | 202.65% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 466,681 | 16,978 | 0.04% | 0.03% | 28 | +128,076 | 37.82% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 358,133 | 13,028 | 0.09% | 0.08% | 29 | +43,771 | 13.92% | Q4 2025 | Feb 17, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 376,439 | 12,939 | 2.93% | 2.95% | 30 | +13,456 | 3.71% | Q4 2025 | Feb 17, 2026 |
| Parkside Investments, LLC | History | Reduced | 353,556 | 12,862 | 1.62% | 1.98% | 31 | -85,215 | -19.42% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 316,345 | 11,508 | 0.02% | 0.01% | 32 | +107,453 | 51.44% | Q4 2025 | Feb 13, 2026 |
| Retirement Management Systems Inc. | History | New | 298,119 | 10,845 | 2.78% | — | 33 | +298,119 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 291,455 | 10,603 | 0.03% | 0.0% | 34 | +290,564 | 32611.0% | Q4 2025 | Jan 26, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 283,664 | 10,319 | 0.46% | 0.41% | 35 | +52,053 | 22.47% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 277,941 | 10,111 | 0.05% | 0.04% | 36 | +28,838 | 11.58% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 255,206 | 9,284 | 0.0% | 0.0% | 37 | +44 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 245,070 | 8,915 | 0.0% | 0.0% | 38 | +46,231 | 23.25% | Q4 2025 | Feb 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 240,065 | 8,733 | 4.39% | 4.65% | 39 | -3,214 | -1.32% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | New | 234,659 | 8,536 | 0.07% | — | 40 | +234,659 | New | Q4 2025 | Jan 26, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 232,416 | 8,513 | 3.31% | 2.3% | 41 | +84,284 | 56.9% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Added to | 233,039 | 8,477 | 0.0% | 0.0% | 42 | +188,990 | 429.04% | Q4 2025 | Jan 29, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 214,840 | 7,815 | 0.32% | 0.27% | 43 | +30,915 | 16.81% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 201,104 | 7,316 | 0.15% | 0.16% | 44 | +12,079 | 6.39% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 192,230 | 6,993 | 0.03% | — | 45 | +192,230 | New | Q4 2025 | Feb 13, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 190,501 | 6,930 | 3.79% | 3.57% | 46 | +12,809 | 7.21% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 176,088 | 6,406 | 0.49% | 0.48% | 47 | +11,913 | 7.26% | Q4 2025 | Jan 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 173,464 | 6,310 | 0.34% | 0.33% | 48 | +12,864 | 8.01% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 164,491 | 6,178 | 0.01% | 0.0% | 49 | +150,428 | 1069.67% | Q4 2025 | Jan 08, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 169,128 | 6,152 | 3.29% | 3.28% | 50 | +7,335 | 4.53% | Q4 2025 | Jan 29, 2026 |
| Base Wealth Management LLC | History | New | 167,874 | 6,107 | 3.29% | — | 51 | +167,874 | New | Q4 2025 | Jan 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 149,430 | 5,436 | 0.03% | 0.03% | 52 | +11,597 | 8.41% | Q4 2025 | Jan 29, 2026 |
| LongView Wealth Management | History | Added to | 142,743 | 5,351 | 1.29% | 1.4% | 53 | +32 | 0.02% | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 144,425 | 5,254 | 0.01% | 0.0% | 54 | +75,579 | 109.78% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 141,713 | 5,155 | 0.03% | 0.02% | 55 | +41,757 | 41.78% | Q4 2025 | Feb 17, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 122,195 | 4,445 | 3.73% | — | 56 | +122,195 | New | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 116,045 | 4,221 | 0.14% | 0.14% | 57 | +6,212 | 5.66% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 112,271 | 4,084 | 1.06% | 1.04% | 58 | +5,971 | 5.62% | Q4 2025 | Jan 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 109,076 | 3,968 | 1.99% | 2.19% | 59 | -4,741 | -4.17% | Q4 2025 | Jan 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 108,680 | 3,953 | 0.46% | 0.46% | 60 | +3,422 | 3.25% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 104,460 | 3,800 | 0.0% | — | 61 | +104,460 | New | Q4 2025 | Mar 25, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 100,093 | 3,641 | 0.69% | 0.5% | 62 | +27,159 | 37.24% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 99,067 | 3,604 | 0.17% | 0.15% | 63 | -4,533 | -4.38% | Q4 2025 | Jan 27, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 98,766 | 3,593 | 1.0% | 0.62% | 64 | +33,806 | 52.04% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 95,201 | 3,463 | 0.03% | 0.01% | 65 | +66,555 | 232.34% | Q4 2025 | Jan 05, 2026 |
| FMA Wealth Management, LLC | History | Added to | 88,440 | 3,217 | 2.09% | 2.19% | 66 | +199 | 0.23% | Q4 2025 | Jan 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 85,259 | 3,101 | 0.41% | — | 67 | +85,259 | New | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 84,065 | 3,058 | 0.0% | 0.0% | 68 | -26,053 | -23.66% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 83,031 | 3,020 | 0.03% | 0.0% | 69 | +81,071 | 4136.28% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 79,008 | 2,874 | 0.13% | 0.13% | 70 | +4,387 | 5.88% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | Added to | 77,901 | 2,834 | 0.26% | 0.23% | 71 | +7,368 | 10.45% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 75,106 | 2,732 | 0.03% | 0.03% | 72 | +6,002 | 8.69% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 74,546 | 2,711 | 0.0% | — | 73 | +74,546 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 71,799 | 2,612 | 0.03% | 0.02% | 74 | +5,205 | 7.82% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 71,561 | 2,603 | 0.03% | 0.07% | 75 | -110,152 | -60.62% | Q4 2025 | Feb 13, 2026 |
| Snider Financial Group | History | New | 70,449 | 2,562 | 0.68% | — | 76 | +70,449 | New | Q4 2025 | Jan 21, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 68,991 | 2,509 | 0.47% | 0.41% | 77 | +10,484 | 17.92% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 67,791 | 2,467 | 0.02% | — | 78 | +67,791 | New | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 67,675 | 2,462 | 0.01% | 0.01% | 79 | +20 | 0.03% | Q4 2025 | Feb 11, 2026 |
| InTrack Investment Management Inc | History | Reduced | 64,701 | 2,353 | 1.32% | 1.44% | 80 | -2,108 | -3.16% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 63,959 | 2,326 | 0.01% | 0.01% | 81 | +19,648 | 44.34% | Q4 2025 | Feb 18, 2026 |
| GWN SECURITIES INC. | History | Added to | 60,750 | 2,210 | 0.45% | 0.45% | 82 | +7,365 | 13.8% | Q4 2025 | Feb 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 58,902 | 2,142 | 0.62% | 0.6% | 83 | +3,694 | 6.69% | Q4 2025 | Jan 20, 2026 |
| Cassilly Financial Group LLC | History | New | 58,864 | 2,141 | 1.89% | — | 84 | +58,864 | New | Q4 2025 | Jan 15, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 56,880 | 2,128 | 0.36% | 0.39% | 85 | +1,746 | 3.17% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 57,900 | 2,106 | 0.04% | — | 86 | +57,900 | New | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 56,585 | 2,058 | 0.0% | 0.0% | 87 | +26,535 | 88.3% | Q4 2025 | Feb 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 55,370 | 2,014 | 1.0% | — | 88 | +55,370 | New | Q4 2025 | Jan 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 53,968 | 1,963 | 0.04% | 0.04% | 89 | +2,492 | 4.84% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 53,284 | 1,938 | 0.01% | 0.01% | 90 | +7,790 | 17.12% | Q4 2025 | Feb 12, 2026 |
| BG Investment Services, LLC | History | Added to | 53,149 | 1,933 | 1.72% | 1.42% | 91 | +13,342 | 33.52% | Q4 2025 | Feb 05, 2026 |
| Clearwave Capital, LLC | History | New | 51,309 | 1,866 | 1.38% | — | 92 | +51,309 | New | Q4 2025 | Mar 02, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 50,750 | 1,846 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 50,566 | 1,839 | 1.08% | 0.95% | 94 | +6,963 | 15.97% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 46,342 | 1,685 | 0.11% | 0.1% | 95 | +4,068 | 9.62% | Q4 2025 | Feb 06, 2026 |
| UPTICK PARTNERS, LLC | History | New | 45,164 | 1,643 | 0.35% | — | 96 | +45,164 | New | Q4 2025 | Feb 02, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 43,621 | 1,586 | 0.5% | 0.45% | 97 | +4,388 | 11.18% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 43,472 | 1,581 | 0.0% | 0.0% | 98 | +10,032 | 30.0% | Q4 2025 | Feb 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 42,540 | 1,547 | 0.98% | — | 99 | +42,540 | New | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 41,775 | 1,519 | 0.05% | 0.03% | 100 | +22,222 | 113.65% | Q4 2025 | Jan 20, 2026 |
| IFG Advisory, LLC | History | Added to | 40,765 | 1,483 | 0.06% | 0.07% | 101 | +864 | 2.17% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | New | 40,374 | 1,468 | 0.03% | — | 102 | +40,374 | New | Q4 2025 | Feb 03, 2026 |
| Certified Advisory Corp | History | Added to | 39,927 | 1,452 | 0.13% | 0.13% | 103 | +1,496 | 3.89% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 37,549 | 1,366 | 0.09% | 0.1% | 104 | -1,150 | -2.97% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 35,630 | 1,296 | 0.07% | 0.07% | 105 | +897 | 2.58% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | New | 34,869 | 1,268 | 0.03% | — | 106 | +34,869 | New | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 33,956 | 1,235 | 1.06% | 0.72% | 107 | +11,789 | 53.18% | Q4 2025 | Jan 26, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 32,889 | 1,196 | 0.37% | 0.1% | 108 | +26,478 | 413.01% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 31,055 | 1,129 | 0.03% | 0.0% | 109 | +28,009 | 919.53% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 30,712 | 1,117 | 0.01% | — | 110 | +30,712 | New | Q4 2025 | Jan 29, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 30,448 | 1,107 | 0.23% | 0.24% | 111 | -2,566 | -7.77% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 29,649 | 1,078 | 0.06% | 0.04% | 112 | +12,166 | 69.59% | Q4 2025 | Feb 10, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 28,986 | 1,054 | 0.42% | 0.42% | 113 | +544 | 1.91% | Q4 2025 | Jan 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 28,729 | 1,045 | 0.06% | 0.02% | 114 | +21,562 | 300.85% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 28,346 | 1,031 | 0.02% | 0.01% | 115 | +19,888 | 235.14% | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | Added to | 24,716 | 899 | 0.02% | 0.02% | 116 | +71 | 0.29% | Q4 2025 | Jan 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 23,003 | 836 | 0.06% | 0.05% | 117 | +1,136 | 5.2% | Q4 2025 | Feb 20, 2026 |
| NWAM LLC | History | Added to | 21,525 | 809 | 0.05% | 0.04% | 118 | +59 | 0.27% | Q4 2025 | Feb 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 21,626 | 786 | 0.04% | — | 119 | +21,626 | New | Q4 2025 | Jan 07, 2026 |
| Mariner, LLC | History | Added to | 19,834 | 721 | 0.0% | 0.0% | 120 | +13,609 | 218.62% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 19,319 | 702 | 0.04% | 0.03% | 121 | +6,752 | 53.73% | Q4 2025 | Jan 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,303 | 665 | 0.02% | 0.04% | 122 | -19,435 | -51.5% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,450 | 634 | 0.0% | 0.0% | 123 | -2,694 | -13.37% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 17,245 | 627 | 0.01% | 0.0% | 124 | +7,846 | 83.48% | Q4 2025 | Feb 05, 2026 |
| Fermata Advisors, LLC | History | Reduced | 17,253 | 627 | 0.15% | 0.16% | 125 | -299 | -1.7% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,702 | 607 | 0.01% | 0.0% | 126 | +8,542 | 104.68% | Q4 2025 | Jan 20, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 16,546 | 601 | 0.07% | 0.08% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Demars Financial Group, LLC | History | Added to | 16,482 | 599 | 0.2% | 0.21% | 128 | +44 | 0.27% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Reduced | 16,141 | 587 | 0.0% | 0.0% | 129 | -2,102 | -11.52% | Q4 2025 | Feb 17, 2026 |
| Geneva Partners, LLC | History | Reduced | 15,507 | 564 | 0.2% | 0.21% | 130 | -196 | -1.25% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,662 | 533 | 0.03% | 0.02% | 131 | +2,653 | 22.09% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Added to | 14,612 | 532 | 0.0% | 0.0% | 132 | +1,841 | 14.42% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,448 | 525 | 0.01% | 0.01% | 133 | +3,280 | 29.37% | Q4 2025 | Feb 12, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 14,078 | 512 | 0.35% | 0.23% | 134 | +5,139 | 57.49% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 13,560 | 493 | 0.02% | — | 135 | +13,560 | New | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,280 | 483 | 0.01% | 0.0% | 136 | +7,916 | 147.58% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,791 | 457 | 0.01% | 0.01% | 137 | +25 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Breakwater Capital Group | History | Added to | 11,947 | 434 | 0.06% | 0.06% | 138 | +57 | 0.48% | Q4 2025 | Jan 09, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 11,831 | 430 | 0.02% | 0.02% | 139 | -105 | -0.88% | Q4 2025 | Jan 12, 2026 |
| Sowa Financial Group, Inc. | History | New | 11,609 | 422 | 0.22% | — | 140 | +11,609 | New | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,446 | 416 | 0.01% | 0.01% | 141 | +651 | 6.03% | Q4 2025 | Feb 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | New | 11,428 | 415 | 0.07% | — | 142 | +11,428 | New | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 11,172 | 406 | 0.01% | 0.01% | 143 | +239 | 2.19% | Q4 2025 | Mar 12, 2026 |
| Net Worth Advisory Group | History | New | 11,148 | 405 | 0.08% | — | 144 | +11,148 | New | Q4 2025 | Jan 14, 2026 |
| Heritage Wealth Management, Inc. | History | New | 10,967 | 398 | 0.11% | — | 145 | +10,967 | New | Q4 2025 | Jan 26, 2026 |
| Kendall Capital Management | History | New | 10,902 | 396 | 0.08% | — | 146 | +10,902 | New | Q4 2025 | Jan 16, 2026 |
| Smithfield Trust Co | History | Added to | 10,840 | 394 | 0.02% | 0.02% | 147 | +125 | 1.17% | Q4 2025 | Feb 09, 2026 |
| Patten Group, Inc. | History | Added to | 10,647 | 387 | 0.07% | 0.05% | 148 | +3,642 | 51.99% | Q4 2025 | Jan 23, 2026 |
| Benin Management CORP | History | No change | 10,033 | 365 | 0.08% | 0.09% | 149 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,904 | 360 | 0.0% | 0.0% | 150 | -1,266 | -11.33% | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | No change | 9,659 | 351 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | New | 9,613 | 349 | 0.0% | — | 152 | +9,613 | New | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 9,415 | 342 | 0.06% | 0.07% | 153 | +174 | 1.88% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,290 | 337 | 0.01% | 0.01% | 154 | +6 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Dynamic Financial Group | History | Reduced | 9,077 | 330 | 0.28% | 0.28% | 155 | -11 | -0.12% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,015 | 328 | 0.01% | 0.01% | 156 | +2,539 | 39.21% | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 8,875 | 322 | 0.02% | 0.03% | 157 | -3,520 | -28.4% | Q4 2025 | Feb 12, 2026 |
| KWB Wealth | History | Reduced | 8,747 | 318 | 0.03% | 0.03% | 158 | -312 | -3.44% | Q4 2025 | Jan 12, 2026 |
| Townsend Financial Planning, LLC | History | New | 8,495 | 309 | 0.31% | — | 159 | +8,495 | New | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,146 | 296 | 0.01% | 0.01% | 160 | +24 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,123 | 295 | 0.0% | 0.0% | 162 | -9,446 | -53.77% | Q4 2025 | Mar 16, 2026 |
| Sigma Planning Corp | History | Added to | 8,111 | 295 | 0.01% | 0.01% | 161 | +1,943 | 31.5% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,093 | 294 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Piscataqua Savings Bank | History | New | 8,000 | 291 | 0.2% | — | 164 | +8,000 | New | Q4 2025 | Jan 16, 2026 |
| Sequent Asset Management, LLC | History | No change | 7,711 | 281 | 0.12% | 0.13% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,521 | 273 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Williams & Novak, LLC | History | Reduced | 7,258 | 264 | 0.2% | 0.2% | 167 | -11 | -0.15% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,086 | 257 | 0.0% | 0.0% | 168 | +246 | 3.6% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,014 | 255 | 0.0% | — | 169 | +7,014 | New | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | New | 6,839 | 248 | 0.0% | — | 171 | +6,839 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 6,618 | 248 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,762 | 246 | 0.0% | 0.0% | 172 | +19 | 0.28% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | No change | 6,633 | 241 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | New | 6,500 | 236 | 0.01% | — | 174 | +6,500 | New | Q4 2025 | Jan 08, 2026 |
| Golden State Wealth Management, LLC | History | New | 6,267 | 227 | 0.02% | — | 175 | +6,267 | New | Q4 2025 | Feb 13, 2026 |
| RAM Investment Partners, LLC | History | No change | 5,927 | 215 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 5,892 | 214 | 0.01% | — | 177 | +5,892 | New | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | New | 5,830 | 212 | 0.0% | — | 178 | +5,830 | New | Q4 2025 | Feb 02, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 5,844 | 212 | 0.06% | 0.07% | 179 | +17 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Quotient Wealth Partners, LLC | History | New | 5,825 | 211 | 0.01% | — | 180 | +5,825 | New | Q4 2025 | Jan 22, 2026 |
| Benchmark Financial, LLC | History | New | 5,726 | 208 | 0.21% | — | 181 | +5,726 | New | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | New | 5,655 | 205 | 0.0% | — | 183 | +5,655 | New | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | New | 5,646 | 205 | 0.0% | — | 182 | +5,646 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 5,526 | 201 | 0.17% | — | 184 | +5,526 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 4,568 | 166 | 0.0% | 0.0% | 185 | +998 | 27.96% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,515 | 164 | 0.0% | 0.0% | 186 | +7 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Byrne Asset Management LLC | History | No change | 4,325 | 157 | 0.09% | 0.1% | 187 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,912 | 142 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | No change | 3,764 | 136 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 3,174 | 116 | 0.06% | 0.05% | 191 | +895 | 39.27% | Q4 2025 | Jan 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,200 | 116 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,827 | 102 | 0.01% | 0.01% | 192 | +8 | 0.28% | Q4 2025 | Jan 14, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 2,792 | 101 | 0.03% | 0.04% | 193 | -1,130 | -28.81% | Q4 2025 | Feb 03, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 2,629 | 95 | 0.04% | 0.04% | 194 | -69 | -2.56% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,362 | 85 | 0.0% | 0.0% | 195 | -88 | -3.59% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,903 | 69 | 0.0% | 0.0% | 196 | -94 | -4.71% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,877 | 68 | 0.01% | 0.01% | 197 | -628 | -25.07% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,579 | 57 | 0.02% | 0.02% | 198 | +4 | 0.25% | Q4 2025 | Jan 22, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,531 | 55 | 0.01% | 0.05% | 200 | -7,006 | -82.07% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,529 | 55 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,448 | 52 | 0.0% | 0.0% | 201 | +422 | 41.13% | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | Reduced | 1,342 | 48 | 0.0% | 0.0% | 202 | -320 | -19.25% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,280 | 46 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 1,239 | 45 | 0.0% | — | 204 | +1,239 | New | Q4 2025 | Feb 05, 2026 |
| Financial Freedom, LLC | History | Reduced | 1,212 | 44 | 0.02% | 0.03% | 205 | -291 | -19.36% | Q4 2025 | Feb 17, 2026 |
| Quattro Advisors LLC | History | New | 1,173 | 42 | 0.03% | — | 206 | +1,173 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 973 | 35 | 0.0% | — | 207 | +973 | New | Q4 2025 | Jan 21, 2026 |
| Asset Dedication, LLC | History | No change | 908 | 33 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Investors Research Corp | History | No change | 928 | 33 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SageView Advisory Group, LLC | History | New | 884 | 32 | 0.0% | — | 210 | +884 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | New | 818 | 29 | 0.0% | — | 211 | +818 | New | Q4 2025 | Feb 26, 2026 |
| Creative Capital Management Investments LLC | History | No change | 711 | 25 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trust Co | History | New | 671 | 24 | 0.0% | — | 213 | +671 | New | Q4 2025 | Jan 15, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 687 | 24 | 0.01% | 0.01% | 215 | -328 | -32.32% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | No change | 648 | 24 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 642 | 23 | 0.0% | 0.0% | 216 | +497 | 342.76% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 500 | 18 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 413 | 15 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 346 | 12 | 0.01% | — | 221 | +346 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Reduced | 335 | 12 | 0.0% | 0.0% | 219 | -265 | -44.17% | Q4 2025 | Jan 23, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 336 | 12 | 0.01% | 0.01% | 220 | +1 | 0.3% | Q4 2025 | Feb 12, 2026 |
| CKW FINANCIAL GROUP | History | No change | 316 | 11 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | New | 291 | 10 | 0.0% | — | 223 | +291 | New | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | Reduced | 283 | 10 | 0.0% | 0.0% | 224 | -142 | -33.41% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 256 | 9 | 0.0% | — | 226 | +256 | New | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 252 | 9 | 0.01% | — | 225 | +252 | New | Q4 2025 | Jan 29, 2026 |
| Cape Investment Advisory, Inc. | History | New | 219 | 7 | 0.0% | — | 227 | +219 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 197 | 7 | 0.01% | — | 228 | +197 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 182 | 6 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 181 | 6 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Miller Capital Partners, Inc. | History | New | 131 | 4 | 0.0% | — | 232 | +131 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 124 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 73 | 2 | 0.0% | 0.0% | 233 | -5,562 | -98.7% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | New | 64 | 2 | 0.0% | — | 234 | +64 | New | Q4 2025 | Jan 23, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 62 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Modus Advisors, LLC | History | New | 40 | 1 | 0.0% | — | 236 | +40 | New | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -31,467 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,031 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,829 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,063 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,288 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -612 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HighMark Wealth Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |