FIDELITY COVINGTON TRUST - FNCL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 44 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 | 2,707,625 | 206,780 | 0.62% | 0.65% | 1 | +3,567 | 0.13% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,882,009 | 146,307 | 0.02% | 0.02% | 2 | +51,401 | 2.81% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 865,856 | 67,311 | 0.29% | 0.29% | 3 | +11,965 | 1.4% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 474,222 | 36,866 | 0.05% | 0.04% | 4 | +25,627 | 5.71% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 414,449 | 32,240 | 0.05% | 0.05% | 5 | -15,799 | -3.67% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 347,864 | 27,042 | 0.01% | 0.01% | 6 | +56,045 | 19.21% | Q4 2025 | Feb 11, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 341,872 | 26,577 | 8.58% | 8.56% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 335,406 | 26,074 | 0.0% | 0.0% | 8 | +13,767 | 4.28% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 248,468 | 19,315 | 0.03% | 0.03% | 9 | -25,672 | -9.36% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 219,088 | 17,031 | 0.01% | 0.01% | 10 | +10,040 | 4.8% | Q4 2025 | Feb 10, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 216,570 | 16,836 | 2.33% | 2.3% | 11 | +6,497 | 3.09% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 206,622 | 16,062 | 0.07% | 0.05% | 12 | +64,555 | 45.44% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 189,496 | 14,731 | 0.33% | 0.06% | 13 | -15,858 | -7.72% | Q4 2025 | Feb 20, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 150,957 | 11,735 | 3.23% | 3.4% | 14 | +4,661 | 3.19% | Q4 2025 | Jan 15, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 140,760 | 10,942 | 2.9% | 3.01% | 15 | -5,456 | -3.73% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 137,856 | 10,716 | 0.0% | 0.0% | 16 | -3,462 | -2.45% | Q4 2025 | Feb 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 130,687 | 10,159 | 0.5% | 0.57% | 17 | +4,679 | 3.71% | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 123,864 | 9,629 | 0.0% | 0.0% | 18 | +14,350 | 13.1% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 121,446 | 9,441 | 0.0% | 0.0% | 19 | +61,115 | 101.3% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 119,091 | 9,258 | 0.0% | 0.0% | 20 | -45,573 | -27.68% | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 116,387 | 9,047 | 1.44% | 1.59% | 21 | -1,963 | -1.66% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 115,129 | 8,950 | 0.01% | 0.01% | 22 | -2,835 | -2.4% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 110,510 | 8,591 | 0.05% | 0.05% | 23 | +8,002 | 7.81% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 95,417 | 7,417 | 0.14% | 0.16% | 24 | -7,639 | -7.41% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 91,298 | 7,097 | 0.0% | 0.0% | 25 | +5,428 | 6.32% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 87,687 | 6,817 | 0.01% | 0.01% | 26 | +5,035 | 6.09% | Q4 2025 | Feb 05, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 81,814 | 6,360 | 2.9% | 2.47% | 27 | +13,304 | 19.42% | Q4 2025 | Jan 22, 2026 |
| CITIGROUP INC | History | Added to | 75,737 | 5,887 | 0.0% | 0.0% | 28 | +49,308 | 186.57% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 69,734 | 5,421 | 0.01% | 0.01% | 29 | -13,620 | -16.34% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 66,906 | 5,201 | 0.0% | 0.0% | 30 | -54,265 | -44.78% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,225 | 4,993 | 0.01% | 0.01% | 31 | +14,325 | 28.71% | Q4 2025 | Feb 05, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 63,564 | 4,941 | 6.09% | 3.29% | 32 | -1,312 | -2.02% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 63,172 | 4,911 | 0.03% | 0.03% | 33 | +572 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 56,630 | 4,402 | 1.75% | 1.79% | 34 | +294 | 0.52% | Q4 2025 | Jan 15, 2026 |
| Smith Salley Wealth Management | History | Added to | 56,311 | 4,377 | 0.22% | 0.22% | 35 | +209 | 0.37% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 49,648 | 3,859 | 0.0% | 0.0% | 36 | +2,459 | 5.21% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 49,410 | 3,841 | 0.06% | 0.06% | 37 | +1,593 | 3.33% | Q4 2025 | Feb 13, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 45,293 | 3,521 | 0.83% | 0.8% | 38 | +2,740 | 6.44% | Q4 2025 | Jan 16, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 43,355 | 3,370 | 1.25% | 1.29% | 39 | -13,120 | -23.23% | Q4 2025 | Jan 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 38,378 | 2,983 | 0.08% | 0.06% | 40 | +13,738 | 55.75% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 38,102 | 2,962 | 0.02% | 0.02% | 41 | -3,623 | -8.68% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 36,974 | 2,874 | 0.02% | 0.02% | 42 | -186 | -0.5% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 36,576 | 2,843 | 0.04% | 0.04% | 43 | -689 | -1.85% | Q4 2025 | Jan 29, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 36,071 | 2,804 | 0.53% | 0.53% | 44 | +347 | 0.97% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | Added to | 32,329 | 2,513 | 0.0% | 0.0% | 45 | +2,409 | 8.05% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 32,050 | 2,492 | 0.01% | 0.01% | 46 | +1,158 | 3.75% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 30,621 | 2,380 | 0.0% | 0.0% | 47 | +5,565 | 22.21% | Q4 2025 | Feb 17, 2026 |
| Maxele Advisors, LLC | History | Added to | 30,567 | 2,376 | 1.93% | 1.92% | 48 | +1,398 | 4.79% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 29,158 | 2,266 | 0.0% | 0.0% | 49 | -7,269 | -19.95% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 28,969 | 2,251 | 1.92% | 1.96% | 50 | +327 | 1.14% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 27,550 | 2,141 | 0.01% | — | 51 | +27,550 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,132 | 2,095 | 0.0% | 0.0% | 52 | +12,861 | 96.91% | Q4 2025 | Jan 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 26,460 | 2,057 | 0.05% | 0.06% | 53 | -1,171 | -4.24% | Q4 2025 | Feb 17, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 26,402 | 2,052 | 0.27% | 0.23% | 54 | +3,820 | 16.92% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 25,881 | 2,011 | 0.08% | 0.13% | 55 | -65 | -0.25% | Q4 2025 | Feb 04, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 24,857 | 1,932 | 1.69% | 1.97% | 56 | -579 | -2.28% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 21,374 | 1,685 | 0.05% | 0.05% | 57 | -421 | -1.93% | Q4 2025 | Jan 30, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 21,299 | 1,655 | 1.11% | 1.12% | 58 | -147 | -0.69% | Q4 2025 | Feb 11, 2026 |
| Jacobs Equity LLC | History | New | 20,598 | 1,601 | 1.54% | — | 59 | +20,598 | New | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,245 | 1,573 | 0.0% | 0.0% | 60 | +2,296 | 12.79% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 20,192 | 1,569 | 0.06% | 0.05% | 61 | +1,571 | 8.44% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Added to | 19,691 | 1,530 | 0.07% | 0.06% | 62 | +1,049 | 5.63% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,080 | 1,483 | 0.0% | 0.0% | 63 | +1,202 | 6.72% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,193 | 1,414 | 0.0% | 0.0% | 64 | +874 | 5.05% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 18,098 | 1,406 | 0.0% | 0.0% | 65 | +246 | 1.38% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 18,055 | 1,403 | 0.05% | 0.05% | 66 | -25 | -0.14% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,643 | 1,371 | 0.03% | 0.03% | 67 | -460 | -2.54% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,976 | 1,320 | 0.0% | — | 68 | +16,976 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 16,069 | 1,249 | 0.0% | 0.0% | 69 | +944 | 6.24% | Q4 2025 | Feb 17, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 14,579 | 1,133 | 0.06% | 0.06% | 70 | +479 | 3.4% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,542 | 1,130 | 0.0% | 0.01% | 71 | -6,957 | -32.36% | Q4 2025 | Feb 18, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 14,232 | 1,106 | 0.76% | 0.76% | 72 | +112 | 0.79% | Q4 2025 | Jan 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 14,133 | 1,098 | 0.12% | — | 73 | +14,133 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 13,799 | 1,072 | 0.1% | 0.08% | 74 | +2,917 | 26.81% | Q4 2025 | Jan 20, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 13,575 | 1,055 | 0.16% | 0.14% | 75 | +1,523 | 12.64% | Q4 2025 | Feb 03, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 13,365 | 1,038 | 0.51% | 0.79% | 76 | -6,590 | -33.02% | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 12,671 | 985 | 0.07% | 0.09% | 77 | -4,326 | -25.45% | Q4 2025 | Feb 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,607 | 980 | 0.0% | 0.0% | 78 | -10 | -0.08% | Q4 2025 | Feb 17, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 12,479 | 970 | 0.23% | 0.24% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Reduced | 12,292 | 955 | 0.04% | 0.05% | 80 | -73 | -0.59% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 10,833 | 842 | 0.0% | 0.0% | 81 | +1,830 | 20.33% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 10,717 | 833 | 0.3% | 0.31% | 82 | -395 | -3.55% | Q4 2025 | Jan 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,587 | 823 | 0.0% | 0.0% | 83 | +1,725 | 19.47% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,465 | 814 | 0.02% | 0.02% | 84 | +2,738 | 35.43% | Q4 2025 | Feb 12, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 10,205 | 793 | 0.64% | — | 86 | +10,205 | New | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Added to | 10,090 | 793 | 0.19% | 0.21% | 85 | +117 | 1.17% | Q4 2025 | Jan 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,200 | 792 | 0.0% | 0.0% | 87 | -695 | -6.38% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 9,739 | 757 | 0.01% | 0.02% | 88 | +78 | 0.81% | Q4 2025 | Feb 19, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 9,733 | 756 | 0.22% | 0.2% | 89 | +951 | 10.83% | Q4 2025 | Jan 27, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 9,610 | 747 | 0.37% | — | 90 | +9,610 | New | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 9,566 | 743 | 0.01% | 0.01% | 91 | +232 | 2.49% | Q4 2025 | Mar 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,549 | 742 | 0.09% | 0.09% | 92 | -242 | -2.47% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 9,337 | 725 | 0.0% | 0.0% | 93 | +7,701 | 470.72% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,905 | 692 | 0.0% | — | 94 | +8,905 | New | Q4 2025 | Mar 25, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,911 | 692 | 0.33% | 0.31% | 95 | +390 | 4.58% | Q4 2025 | Feb 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 8,724 | 678 | 0.05% | 0.05% | 96 | -152 | -1.71% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,652 | 672 | 0.0% | 0.0% | 97 | +651 | 8.14% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,444 | 656 | 0.03% | 0.03% | 98 | +725 | 9.39% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,348 | 648 | 0.01% | 0.01% | 99 | -236 | -2.75% | Q4 2025 | Feb 03, 2026 |
| Montis Financial, LLC | History | Added to | 8,130 | 632 | 0.12% | 0.14% | 100 | +2 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Roxbury Financial LLC | History | Added to | 8,091 | 628 | 0.56% | 0.56% | 101 | +86 | 1.07% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,023 | 623 | 0.02% | 0.01% | 102 | +5,567 | 226.67% | Q4 2025 | Feb 17, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 7,775 | 604 | 0.36% | 0.43% | 103 | -1,175 | -13.13% | Q4 2025 | Feb 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 7,391 | 574 | 0.09% | 0.16% | 104 | -2,128 | -22.36% | Q4 2025 | Feb 03, 2026 |
| Financial Freedom, LLC | History | Added to | 7,231 | 562 | 0.28% | 0.27% | 105 | +18 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,120 | 553 | 0.01% | 0.01% | 106 | -834 | -10.49% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Management, Inc. | History | No change | 7,110 | 552 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Athena Wealth Management, LLC | History | New | 7,072 | 549 | 0.53% | — | 108 | +7,072 | New | Q4 2025 | Apr 17, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 546 | 0.23% | 0.22% | 109 | -6,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Merit Financial Group, LLC | History | Reduced | 6,810 | 529 | 0.0% | 0.01% | 110 | -2,610 | -27.71% | Q4 2025 | Jan 26, 2026 |
| WBH ADVISORY INC | History | No change | 6,760 | 525 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,725 | 522 | 0.01% | 0.01% | 112 | +36 | 0.54% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,336 | 493 | 0.0% | 0.0% | 113 | +632 | 11.08% | Q4 2025 | Feb 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 6,294 | 489 | 0.02% | 0.02% | 114 | -383 | -5.74% | Q4 2025 | Jan 14, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 6,243 | 485 | 0.15% | 0.15% | 115 | -257 | -3.95% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,168 | 479 | 0.0% | 0.0% | 116 | +2,441 | 65.5% | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 5,973 | 464 | 0.06% | 0.07% | 117 | +7 | 0.12% | Q4 2025 | Jan 09, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 5,684 | 441 | 0.09% | 0.1% | 118 | -628 | -9.95% | Q4 2025 | Feb 11, 2026 |
| VICUS CAPITAL | History | Reduced | 5,597 | 435 | 0.03% | 1.81% | 119 | -304,797 | -98.2% | Q4 2025 | Jan 22, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 5,591 | 434 | 0.24% | 0.25% | 120 | -82 | -1.45% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,523 | 429 | 0.01% | 0.01% | 121 | +13 | 0.24% | Q4 2025 | Feb 05, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 5,409 | 420 | 0.13% | 0.18% | 122 | -1,709 | -24.01% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 5,235 | 406 | 0.05% | 0.05% | 123 | +1 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | New | 5,122 | 398 | 0.0% | — | 124 | +5,122 | New | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | New | 4,931 | 383 | 0.01% | — | 125 | +4,931 | New | Q4 2025 | Feb 06, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 4,922 | 382 | 0.4% | 0.53% | 126 | -2,657 | -35.06% | Q4 2025 | Jan 26, 2026 |
| D.B. Root & Company, LLC | History | No change | 4,850 | 377 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,553 | 354 | 0.02% | 0.01% | 128 | +554 | 13.85% | Q4 2025 | Jan 20, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 4,497 | 349 | 0.23% | 0.23% | 129 | +1 | 0.02% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 4,351 | 338 | 0.01% | 0.01% | 130 | +213 | 5.15% | Q4 2025 | Feb 06, 2026 |
| Monte Financial Group, LLC | History | Added to | 4,281 | 332 | 0.12% | 0.12% | 131 | +121 | 2.91% | Q4 2025 | Jan 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,211 | 327 | 0.04% | 0.04% | 132 | -102 | -2.36% | Q4 2025 | Jan 23, 2026 |
| River Wealth Advisors LLC | History | Reduced | 4,107 | 319 | 0.04% | 0.04% | 133 | -13 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,062 | 315 | 0.01% | 0.01% | 135 | +27 | 0.67% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 4,064 | 315 | 0.0% | 0.0% | 134 | +5 | 0.12% | Q4 2025 | Jan 29, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,000 | 310 | 0.09% | 0.08% | 136 | +302 | 8.17% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,980 | 309 | 0.0% | 0.0% | 137 | +100 | 2.58% | Q4 2025 | Mar 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 3,969 | 308 | 0.01% | 0.01% | 139 | +926 | 30.43% | Q4 2025 | Feb 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 3,965 | 308 | 0.02% | 0.02% | 138 | +269 | 7.28% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 3,950 | 307 | 0.0% | — | 140 | +3,950 | New | Q4 2025 | Feb 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 3,900 | 303 | 0.16% | 0.17% | 141 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,879 | 301 | 0.0% | — | 142 | +3,879 | New | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | New | 3,873 | 301 | 0.01% | — | 143 | +3,873 | New | Q4 2025 | Feb 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 3,790 | 294 | 0.01% | 0.01% | 144 | -45 | -1.17% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | No change | 3,762 | 292 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 3,753 | 291 | 0.14% | 0.15% | 146 | -470 | -11.13% | Q4 2025 | Feb 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,603 | 280 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 3,589 | 279 | 0.06% | 0.06% | 148 | +7 | 0.2% | Q4 2025 | Feb 05, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 3,479 | 270 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 3,475 | 270 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 3,467 | 269 | 0.0% | 0.0% | 151 | +541 | 18.49% | Q4 2025 | Feb 13, 2026 |
| Redwood Financial Network Corp | History | Added to | 3,448 | 268 | 0.17% | 0.15% | 152 | +389 | 12.72% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,401 | 264 | 0.01% | 0.01% | 154 | +30 | 0.89% | Q4 2025 | Feb 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 3,405 | 264 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,521 | 263 | 0.16% | 0.16% | 155 | +429 | 13.87% | Q4 2025 | Feb 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,353 | 254 | 0.01% | 0.01% | 156 | -387 | -5.74% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,236 | 251 | 0.0% | 0.0% | 157 | -41 | -1.25% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 3,142 | 244 | 0.06% | 0.07% | 158 | -377 | -10.71% | Q4 2025 | Jan 27, 2026 |
| BIP Wealth, LLC | History | Added to | 3,134 | 243 | 0.01% | 0.01% | 159 | +11 | 0.35% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,096 | 240 | 0.01% | 0.01% | 160 | +8 | 0.26% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,059 | 239 | 0.02% | 0.01% | 161 | +463 | 17.84% | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,007 | 233 | 0.01% | 0.01% | 163 | +14 | 0.47% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | No change | 3,000 | 233 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 2,965 | 230 | 0.1% | 0.09% | 164 | +330 | 12.52% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,967 | 230 | 0.0% | 0.0% | 165 | -178 | -5.66% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Added to | 2,995 | 228 | 0.01% | 0.01% | 166 | +28 | 0.94% | Q4 2025 | Feb 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,928 | 227 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,788 | 216 | 0.0% | 0.0% | 168 | +984 | 54.55% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,754 | 214 | 0.01% | 0.02% | 169 | -283 | -9.32% | Q4 2025 | Feb 03, 2026 |
| Mach-1 Financial Group, LLC | History | New | 2,634 | 204 | 0.04% | — | 171 | +2,634 | New | Q4 2025 | Feb 06, 2026 |
| BCS Wealth Management | History | New | 2,630 | 204 | 0.02% | — | 170 | +2,630 | New | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | New | 2,607 | 202 | 0.02% | — | 172 | +2,607 | New | Q4 2025 | Jan 20, 2026 |
| First Heartland Consultants, Inc. | History | New | 2,573 | 200 | 0.02% | — | 173 | +2,573 | New | Q4 2025 | Jan 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,467 | 191 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 2,267 | 176 | 0.02% | 0.0% | 175 | +1,902 | 521.1% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,272 | 176 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 2,241 | 174 | 0.1% | — | 177 | +2,241 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 1,914 | 148 | 0.0% | — | 178 | +1,914 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,885 | 146 | 0.03% | 0.07% | 179 | -1,492 | -44.18% | Q4 2025 | Jan 12, 2026 |
| Piscataqua Savings Bank | History | New | 1,865 | 144 | 0.1% | — | 180 | +1,865 | New | Q4 2025 | Jan 16, 2026 |
| HOWE & RUSLING INC | History | New | 1,765 | 137 | 0.01% | — | 181 | +1,765 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 1,729 | 134 | 0.0% | — | 182 | +1,729 | New | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 1,703 | 132 | 0.01% | 0.01% | 183 | +17 | 1.01% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | New | 1,553 | 120 | 0.0% | — | 184 | +1,553 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 1,544 | 120 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| West Branch Capital LLC | History | No change | 1,425 | 110 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,341 | 104 | 0.0% | 0.0% | 187 | +4 | 0.3% | Q4 2025 | Mar 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,274 | 99 | 0.0% | 0.0% | 188 | +1,030 | 422.13% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | No change | 1,252 | 97 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,223 | 95 | 0.0% | 0.0% | 190 | -19 | -1.53% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,204 | 93 | 0.0% | 0.0% | 192 | -1,203 | -49.98% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,197 | 93 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,173 | 91 | 0.0% | 0.0% | 193 | +4 | 0.34% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,131 | 87 | 0.0% | 0.0% | 194 | +1 | 0.09% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,110 | 86 | 0.0% | 0.0% | 195 | +110 | 11.0% | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 1,092 | 85 | 0.05% | — | 196 | +1,092 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 1,048 | 81 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 1,029 | 80 | 0.0% | 0.0% | 198 | +728 | 241.86% | Q4 2025 | Feb 02, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,004 | 78 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | New | 1,000 | 77 | 0.0% | — | 200 | +1,000 | New | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 77 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 911 | 70 | 0.0% | 0.0% | 202 | +437 | 92.19% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 891 | 69 | 0.0% | — | 203 | +891 | New | Q4 2025 | Jan 21, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 889 | 69 | 0.03% | 0.04% | 204 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 863 | 67 | 0.07% | — | 205 | +863 | New | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 752 | 58 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | No change | 734 | 57 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | No change | 743 | 57 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 713 | 55 | 0.01% | 0.04% | 209 | -1,745 | -70.99% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 699 | 54 | 0.0% | — | 210 | +699 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 608 | 47 | 0.0% | 0.0% | 211 | +470 | 340.58% | Q4 2025 | Jan 21, 2026 |
| HighMark Wealth Management LLC | History | No change | 610 | 47 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caldwell Trust Co | History | No change | 600 | 46 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| United Community Bank | History | No change | 582 | 45 | 0.02% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Co / SC | History | Added to | 568 | 44 | 0.01% | 0.0% | 215 | +206 | 56.91% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 530 | 41 | 0.01% | — | 216 | +530 | New | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 512 | 39 | 0.0% | 0.0% | 217 | -669 | -56.65% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | Added to | 503 | 39 | 0.01% | 0.01% | 218 | +1 | 0.2% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 510 | 39 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | New | 500 | 38 | 0.0% | — | 220 | +500 | New | Q4 2025 | Feb 13, 2026 |
| CDKV HOLDINGS LLC | History | New | 500 | 38 | 0.03% | — | 221 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 472 | 36 | 0.0% | 0.0% | 222 | -536 | -53.17% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 460 | 35 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 448 | 34 | 0.0% | 0.0% | 224 | +400 | 833.33% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 420 | 32 | 0.0% | 0.0% | 225 | +2 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 423 | 32 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | New | 400 | 31 | 0.0% | — | 227 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 400 | 31 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 314 | 24 | 0.01% | 0.01% | 229 | +1 | 0.32% | Q4 2025 | Jan 14, 2026 |
| High Point Wealth Management, LLC | History | New | 304 | 23 | 0.02% | — | 231 | +304 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | No change | 301 | 23 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 283 | 22 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | New | 272 | 21 | 0.0% | — | 233 | +272 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 246 | 19 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 246 | 19 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | New | 210 | 16 | 0.0% | — | 236 | +210 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 216 | 16 | 0.0% | 0.0% | 237 | -4 | -1.82% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 208 | 16 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 184 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | No change | 190 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bank of New Hampshire | History | New | 169 | 13 | 0.0% | — | 241 | +169 | New | Q4 2025 | Mar 16, 2026 |
| Tidemark, LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 101 | 7 | 0.0% | 0.0% | 244 | +66 | 188.57% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | No change | 100 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 87 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 80 | 5 | 0.0% | — | 246 | +80 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 60 | 4 | 0.0% | — | 249 | +60 | New | Q4 2025 | Mar 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 40 | 3 | 0.0% | 0.0% | 252 | -571 | -93.45% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 41 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 44 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PFS Partners, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | New | 28 | 2 | 0.0% | — | 258 | +28 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 257 | +1 | 2.86% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 29 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SouthState Bank Corp | History | New | 16 | 1 | 0.0% | — | 260 | +16 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 261 | -1 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hughes Financial Services, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -76,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,044 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,125 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -8,836 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,871 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,938 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -3,389 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,325 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,026 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,015 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,845 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,778 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,667 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,517 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,210 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,059 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Oct 16, 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Avion Wealth | History | Reduced | 7 | 0 | — | — | — | -3 | -30.0% | Q4 2025 | Jan 23, 2026 |
| Founders Capital Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |