FIDELITY COVINGTON TRUST - FQAL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 7,086,560 | 576,568 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,373,752 | 111,769 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 833,329 | 69,374 | 1.31% | 1.37% | 3 | -52,318 | -5.91% | Q3 2026 | Oct 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 717,635 | 59,743 | 0.17% | 0.2% | 4 | -43,154 | -5.67% | Q3 2026 | Nov 02, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 424,404 | 34,529 | 4.35% | 4.35% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Probability Advisors, LLC | History | Added to | 355,494 | 29,594 | 3.32% | 2.97% | 6 | +13,744 | 4.02% | Q3 2026 | Oct 19, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 244,939 | 20,391 | 1.78% | 1.76% | 7 | +880 | 0.36% | Q3 2026 | Oct 26, 2026 |
| JPMORGAN CHASE & CO | History | No change | 234,258 | 18,937 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 179,629 | 15,160 | 0.74% | 0.73% | 9 | +2,247 | 1.27% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 163,900 | 13,335 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 123,729 | 10,071 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 119,510 | 9,949 | 0.9% | 0.96% | 12 | -10,087 | -7.78% | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 111,167 | 9,254 | 0.01% | 0.01% | 13 | -1,406 | -1.25% | Q3 2026 | Nov 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 105,717 | 8,800 | 0.13% | 0.14% | 14 | -4,640 | -4.2% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 96,159 | 7,823 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 79,427 | 6,462 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 75,019 | 6,104 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 72,896 | 5,930 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 62,822 | 5,229 | 0.06% | 0.06% | 19 | -814 | -1.28% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 62,326 | 5,070 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 58,474 | 4,757 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 57,323 | 4,663 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 54,706 | 4,565 | 0.82% | 0.81% | 23 | +784 | 1.45% | Q3 2026 | Nov 03, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 51,822 | 4,314 | 1.88% | 1.96% | 24 | -525 | -1.0% | Q3 2026 | Oct 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 49,410 | 4,020 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madden Advisory Services, Inc. | History | No change | 41,701 | 3,392 | 1.22% | 1.22% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 38,872 | 3,162 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 38,324 | 3,118 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 35,155 | 2,926 | 2.73% | 2.77% | 29 | -1,220 | -3.35% | Q3 2026 | Oct 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 34,249 | 2,851 | 0.32% | 0.32% | 30 | +217 | 0.64% | Q3 2026 | Oct 16, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 32,331 | 2,691 | 0.84% | 0.83% | 31 | -403 | -1.23% | Q3 2026 | Oct 15, 2026 |
| Sequent Asset Management, LLC | History | No change | 31,938 | 2,598 | 1.1% | 1.1% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | No change | 31,329 | 2,548 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 28,081 | 2,284 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 26,788 | 2,230 | 0.11% | 0.11% | 35 | +886 | 3.42% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,850 | 2,184 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 25,618 | 2,132 | 0.6% | 0.27% | 37 | +13,869 | 118.04% | Q3 2026 | Oct 26, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 25,813 | 2,100 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 25,672 | 2,088 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,834 | 2,014 | 0.0% | 0.0% | 40 | +2,881 | 13.75% | Q3 2026 | Oct 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,994 | 1,870 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,981 | 1,830 | 0.0% | 0.01% | 42 | -7,482 | -25.39% | Q3 2026 | Nov 02, 2026 |
| PKS Advisory Services, LLC | History | No change | 20,851 | 1,696 | 0.27% | 0.27% | 43 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Breakwater Capital Group | History | Added to | 18,861 | 1,570 | 0.19% | 0.15% | 44 | +3,553 | 23.21% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 18,773 | 1,527 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 18,115 | 1,508 | 0.01% | 0.01% | 46 | +4,148 | 29.7% | Q3 2026 | Oct 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,353 | 1,493 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 17,433 | 1,451 | 0.0% | 0.0% | 48 | -1,082 | -5.84% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 16,850 | 1,370 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 16,466 | 1,339 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 15,566 | 1,317 | 0.09% | 0.12% | 52 | -4,249 | -21.44% | Q3 2026 | Oct 30, 2026 |
| Independent Advisor Alliance | History | No change | 16,192 | 1,317 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,967 | 1,217 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,952 | 1,216 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 12,001 | 999 | 0.01% | 0.01% | 55 | +2,924 | 32.21% | Q3 2026 | Oct 21, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 11,621 | 945 | 0.25% | 0.25% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11,250 | 937 | 0.0% | 0.0% | 57 | +14 | 0.12% | Q3 2026 | Oct 16, 2026 |
| Procyon Advisors, LLC | History | Added to | 10,967 | 913 | 0.04% | 0.03% | 58 | +1,494 | 15.77% | Q3 2026 | Oct 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,052 | 899 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Flavin Financial Services, Inc. | History | Reduced | 10,485 | 872 | 0.47% | 0.53% | 60 | -965 | -8.43% | Q3 2026 | Oct 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,208 | 849 | 0.01% | 0.02% | 61 | -872 | -7.87% | Q3 2026 | Nov 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,571 | 778 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 74 | 770 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 9,145 | 761 | 0.01% | 0.01% | 64 | -198 | -2.12% | Q3 2026 | Oct 28, 2026 |
| CRA Financial Services, LLC | History | Added to | 8,400 | 699 | 0.08% | 0.08% | 65 | +250 | 3.07% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,572 | 697 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 7,868 | 640 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 7,686 | 639 | 0.0% | 0.0% | 68 | +1,914 | 33.16% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 7,462 | 607 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlas Brown,Inc. | History | Added to | 7,289 | 606 | 0.16% | 0.16% | 70 | +162 | 2.27% | Q3 2026 | Oct 09, 2026 |
| Sigma Planning Corp | History | Added to | 7,147 | 595 | 0.02% | 0.01% | 71 | +142 | 2.03% | Q3 2026 | Oct 23, 2026 |
| ALTFEST L J & CO INC | History | Added to | 6,830 | 568 | 0.06% | 0.05% | 72 | +9 | 0.13% | Q3 2026 | Oct 27, 2026 |
| World Investment Advisors | History | No change | 6,622 | 525 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 6,437 | 523 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 6,294 | 512 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 5,934 | 482 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,909 | 480 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,360 | 436 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 5,042 | 419 | 0.05% | — | 79 | +5,042 | New | Q3 2026 | Oct 30, 2026 |
| Weaver Consulting Group | History | Added to | 5,029 | 418 | 0.08% | 0.07% | 80 | +712 | 16.49% | Q3 2026 | Oct 07, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 4,868 | 405 | 0.05% | 0.05% | 81 | +101 | 2.12% | Q3 2026 | Nov 03, 2026 |
| Ascent Group, LLC | History | No change | 4,785 | 398 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,814 | 391 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,703 | 382 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 4,554 | 371 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,383 | 364 | 0.0% | 0.0% | 86 | -471 | -9.7% | Q3 2026 | Oct 08, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 4,339 | 361 | 0.06% | 0.07% | 88 | -37 | -0.85% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,447 | 361 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,296 | 357 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4,209 | 350 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,091 | 340 | 0.02% | 0.02% | 91 | -140 | -3.31% | Q3 2026 | Oct 22, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 3,996 | 332 | 0.02% | 0.02% | 92 | +18 | 0.45% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,894 | 316 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,853 | 313 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,842 | 312 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colony Family Offices, LLC | History | Added to | 3,735 | 310 | 0.07% | 0.06% | 96 | +217 | 6.17% | Q3 2026 | Oct 22, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 3,495 | 290 | 0.06% | 0.06% | 97 | +7 | 0.2% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,437 | 286 | 0.0% | — | 98 | +3,437 | New | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 3,415 | 284 | 0.07% | 0.07% | 99 | -81 | -2.32% | Q3 2026 | Oct 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 3,452 | 280 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,262 | 271 | 0.07% | 0.07% | 101 | +6 | 0.18% | Q3 2026 | Oct 16, 2026 |
| &PARTNERS | History | No change | 7,661 | 270 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,244 | 263 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 3,057 | 254 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BRIGHTON JONES LLC | History | New | 3,000 | 249 | 0.0% | — | 105 | +3,000 | New | Q3 2026 | Nov 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,036 | 246 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,008 | 244 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,989 | 243 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CFO4Life Group, LLC | History | No change | 2,820 | 229 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 2,800 | 227 | 0.16% | 0.16% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,709 | 225 | 0.0% | 0.02% | 111 | -13,129 | -82.9% | Q3 2026 | Oct 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,690 | 223 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 2,741 | 222 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 2,699 | 219 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Counsel, Inc | History | No change | 2,570 | 213 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,524 | 210 | 0.0% | — | 116 | +2,524 | New | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,208 | 179 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,823 | 148 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,507 | 122 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,302 | 105 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,148 | 95 | 0.0% | 0.0% | 121 | +360 | 45.69% | Q3 2026 | Oct 21, 2026 |
| Spire Wealth Management | History | No change | 660 | 54 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Park Place Capital Corp | History | No change | 607 | 49 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burk Holdings LLC | History | No change | 600 | 49 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 531 | 43 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 516 | 41 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 505 | 41 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFSG, LLC | History | Reduced | 414 | 34 | 0.0% | 0.0% | 129 | -14 | -3.27% | Q3 2026 | Oct 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 409 | 34 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IFG Advisory, LLC | History | No change | 407 | 33 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 375 | 30 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 347 | 28 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 307 | 24 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 274 | 22 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 250 | 20 | 0.0% | 0.01% | 136 | +1 | 0.4% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | No change | 244 | 20 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 230 | 19 | 0.01% | 0.15% | 137 | -3,175 | -93.25% | Q3 2026 | Nov 05, 2026 |
| BAYBAN | History | No change | 232 | 18 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Blue Trust, Inc. | History | No change | 143 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 132 | 10 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 121 | 10 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HOWE & RUSLING INC | History | No change | 99 | 8 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 105 | 8 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 76 | 6 | 0.0% | — | 145 | +76 | New | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 80 | 6 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 56 | 4 | 0.0% | — | 148 | +56 | New | Q3 2026 | Oct 27, 2026 |
| Johnson Financial Group, Inc. | History | No change | 54 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 36 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 29 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 36 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Key Capital Management, INC | History | New | 21 | 1 | 0.0% | — | 159 | +21 | New | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 14 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Capital Analysts, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -16,302 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -9,854 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Midwest Financial Network, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,187 | -100.0% | Q3 2026 | Oct 09, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,568 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -463 | -100.0% | Q3 2026 | Oct 23, 2026 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -401 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Balance Wealth Partners LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |