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 | Added to | 7,086,560 | 576,568 | 0.03% | 0.03% | 1 | +22,626 | 0.32% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,373,752 | 111,769 | 0.03% | 0.03% | 2 | +50,502 | 3.82% | Q2 2026 | Aug 03, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 885,647 | 72,056 | 1.37% | 1.41% | 3 | -14,441 | -1.6% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 760,789 | 61,898 | 0.2% | 0.25% | 4 | -139,019 | -15.45% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 424,404 | 34,529 | 4.35% | 4.18% | 5 | +55,976 | 15.19% | Q2 2026 | Jul 27, 2026 |
| High Probability Advisors, LLC | History | Added to | 341,750 | 27,805 | 2.97% | 3.04% | 6 | +15,030 | 4.6% | Q2 2026 | Jul 13, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 244,059 | 19,856 | 1.76% | 1.84% | 7 | -759 | -0.31% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 234,258 | 18,937 | 0.0% | 0.0% | 8 | -27,718 | -10.58% | Q2 2026 | Aug 12, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 177,382 | 14,431 | 0.73% | 0.71% | 9 | -2,924 | -1.62% | Q2 2026 | Sep 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 163,900 | 13,335 | 0.01% | 0.01% | 10 | -7,226 | -4.22% | Q2 2026 | Aug 12, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 129,597 | 10,544 | 0.96% | 1.01% | 11 | -10,171 | -7.28% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 123,729 | 10,071 | 0.01% | 0.01% | 12 | +59,599 | 92.93% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 112,573 | 9,159 | 0.01% | 0.01% | 13 | -10,897 | -8.83% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 110,357 | 8,978 | 0.14% | 0.15% | 14 | -4,175 | -3.65% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Reduced | 96,159 | 7,823 | 0.0% | 0.0% | 15 | -13,017 | -11.92% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,427 | 6,462 | 0.0% | 0.0% | 16 | +1,253 | 1.6% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 75,019 | 6,104 | 0.0% | 0.0% | 17 | +72,237 | 2596.59% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 72,896 | 5,930 | 0.0% | 0.0% | 18 | -56,087 | -43.48% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 72,163 | 5,239 | 0.33% | 0.33% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 63,636 | 5,177 | 0.06% | 0.06% | 20 | -2,046 | -3.12% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Reduced | 62,326 | 5,070 | 0.0% | 0.0% | 21 | -5,452 | -8.04% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 58,474 | 4,757 | 0.01% | 0.01% | 22 | -5,045 | -7.94% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,323 | 4,663 | 0.0% | 0.0% | 23 | +23,823 | 71.11% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 53,922 | 4,387 | 0.81% | 0.8% | 24 | +2,180 | 4.21% | Q2 2026 | Aug 05, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 52,347 | 4,259 | 1.96% | 1.87% | 25 | +2,577 | 5.18% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 49,410 | 4,020 | 0.0% | 0.0% | 26 | +1,569 | 3.28% | Q2 2026 | Aug 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 41,701 | 3,392 | 1.22% | 1.21% | 27 | -569 | -1.35% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Added to | 38,872 | 3,162 | 0.01% | 0.01% | 28 | +296 | 0.77% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 38,324 | 3,118 | 0.0% | 0.0% | 29 | +1,855 | 5.09% | Q2 2026 | Aug 14, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 36,375 | 2,959 | 2.77% | 2.76% | 30 | -300 | -0.82% | Q2 2026 | Jul 27, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 34,032 | 2,768 | 0.32% | 0.37% | 31 | -2,366 | -6.5% | Q2 2026 | Jul 21, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 32,734 | 2,663 | 0.83% | 0.85% | 32 | +73 | 0.22% | Q2 2026 | Jul 17, 2026 |
| Sequent Asset Management, LLC | History | Reduced | 31,938 | 2,598 | 1.1% | 1.11% | 33 | -4 | -0.01% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | Added to | 31,329 | 2,548 | 0.0% | 0.0% | 34 | +28,561 | 1031.83% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,463 | 2,397 | 0.01% | 0.0% | 35 | +6,084 | 26.02% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 28,081 | 2,284 | 0.02% | 0.02% | 36 | +3,166 | 12.71% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,850 | 2,184 | 0.01% | 0.01% | 37 | +689 | 2.63% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 25,902 | 2,107 | 0.11% | 0.1% | 38 | +2,166 | 9.13% | Q2 2026 | Jul 23, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 25,813 | 2,100 | 0.26% | 0.24% | 39 | +335 | 1.31% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 25,672 | 2,088 | 0.05% | 0.05% | 40 | -1,881 | -6.83% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 22,994 | 1,870 | 0.0% | — | 41 | +22,994 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,953 | 1,725 | 0.0% | 0.0% | 42 | +4,824 | 29.91% | Q2 2026 | Jul 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 20,851 | 1,696 | 0.27% | 0.35% | 43 | +276 | 1.34% | Q2 2026 | Aug 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 19,815 | 1,628 | 0.12% | 0.09% | 44 | +5,297 | 36.49% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 18,773 | 1,527 | 0.01% | 0.01% | 45 | +2,255 | 13.65% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 18,515 | 1,506 | 0.0% | 0.0% | 46 | -383 | -2.03% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,353 | 1,493 | 0.01% | 0.01% | 47 | +230 | 1.27% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Added to | 16,850 | 1,370 | 0.0% | 0.0% | 48 | +779 | 4.85% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 16,466 | 1,339 | 0.0% | 0.0% | 49 | +319 | 1.98% | Q2 2026 | Aug 11, 2026 |
| LVZ, Inc. | History | New | 16,302 | 1,326 | 0.13% | — | 50 | +16,302 | New | Q2 2026 | Jul 09, 2026 |
| Independent Advisor Alliance | History | Reduced | 16,192 | 1,317 | 0.03% | 0.01% | 51 | -1,086 | -6.29% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 15,838 | 1,288 | 0.02% | 0.02% | 52 | +1,112 | 7.55% | Q2 2026 | Jul 20, 2026 |
| Breakwater Capital Group | History | Added to | 15,308 | 1,245 | 0.15% | 0.12% | 53 | +2,466 | 19.2% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,967 | 1,217 | 0.0% | 0.0% | 54 | -29,963 | -66.69% | Q2 2026 | Sep 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,952 | 1,216 | 0.0% | 0.0% | 55 | +4,278 | 40.08% | Q2 2026 | Aug 19, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 13,967 | 1,136 | 0.01% | 0.02% | 56 | -4,695 | -25.16% | Q2 2026 | Aug 05, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 11,749 | 956 | 0.27% | 0.1% | 57 | +7,941 | 208.53% | Q2 2026 | Jul 22, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 11,621 | 945 | 0.25% | 0.25% | 58 | +5 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 11,450 | 931 | 0.53% | 0.51% | 59 | +1,004 | 9.61% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11,236 | 913 | 0.0% | 0.0% | 60 | +262 | 2.39% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 11,080 | 901 | 0.02% | — | 61 | +11,080 | New | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,052 | 899 | 0.02% | 0.02% | 62 | +185 | 1.7% | Q2 2026 | Aug 03, 2026 |
| Elevation Capital Advisory, LLC | History | New | 9,854 | 801 | 0.31% | — | 63 | +9,854 | New | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,571 | 778 | 0.0% | 0.0% | 64 | -23,245 | -70.83% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | New | 9,473 | 770 | 0.03% | — | 65 | +9,473 | New | Q2 2026 | Jul 09, 2026 |
| Coppell Advisory Solutions LLC | History | New | 74 | 770 | 0.06% | — | 66 | +74 | New | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 9,343 | 760 | 0.01% | 0.01% | 67 | +1,149 | 14.02% | Q2 2026 | Jul 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 9,077 | 738 | 0.01% | 0.01% | 68 | +1,842 | 25.46% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,572 | 697 | 0.01% | 0.09% | 69 | -72,839 | -89.47% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 8,150 | 663 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 7,868 | 640 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,462 | 607 | 0.0% | 0.0% | 72 | -6 | -0.08% | Q2 2026 | Aug 05, 2026 |
| Atlas Brown,Inc. | History | Reduced | 7,127 | 579 | 0.16% | 0.17% | 73 | -672 | -8.62% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | Added to | 7,005 | 569 | 0.01% | 0.01% | 74 | +378 | 5.7% | Q2 2026 | Aug 07, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 6,821 | 554 | 0.05% | 0.06% | 75 | -1,418 | -17.21% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | Reduced | 6,622 | 525 | 0.01% | 0.01% | 76 | -3 | -0.05% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 6,437 | 523 | 0.07% | 0.09% | 77 | -2,254 | -25.93% | Q2 2026 | Aug 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | New | 6,294 | 512 | 0.07% | — | 78 | +6,294 | New | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,934 | 482 | 0.01% | 0.01% | 79 | +19 | 0.32% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 5,909 | 480 | 0.03% | 0.13% | 80 | -19,289 | -76.55% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 5,772 | 469 | 0.0% | 0.0% | 81 | +399 | 7.43% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,360 | 436 | 0.02% | 0.01% | 82 | +2,124 | 65.64% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,854 | 394 | 0.0% | 0.0% | 83 | -2,043 | -29.62% | Q2 2026 | Jul 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,814 | 391 | 0.0% | 0.0% | 84 | +5 | 0.1% | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | Added to | 4,785 | 389 | 0.01% | 0.01% | 85 | +740 | 18.29% | Q2 2026 | Aug 03, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 4,767 | 387 | 0.05% | 0.06% | 86 | -99 | -2.03% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,703 | 382 | 0.0% | 0.0% | 87 | +1,088 | 30.1% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,554 | 371 | 0.02% | — | 88 | +4,554 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,447 | 361 | 0.0% | 0.0% | 89 | -35 | -0.78% | Q2 2026 | Aug 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 4,376 | 355 | 0.07% | 0.05% | 90 | -7 | -0.16% | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | Added to | 4,317 | 351 | 0.07% | 0.06% | 91 | +560 | 14.91% | Q2 2026 | Jul 29, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | New | 4,296 | 349 | 0.03% | — | 92 | +4,296 | New | Q2 2026 | Jul 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 4,231 | 344 | 0.02% | 0.02% | 93 | +118 | 2.87% | Q2 2026 | Aug 04, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4,209 | 342 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 3,978 | 323 | 0.02% | 0.02% | 95 | -784 | -16.46% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,894 | 316 | 0.0% | 0.0% | 96 | +3,298 | 553.36% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,853 | 313 | 0.0% | 0.0% | 97 | +110 | 2.94% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 3,842 | 312 | 0.0% | 0.0% | 98 | -1,681 | -30.44% | Q2 2026 | Aug 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | No change | 4,296 | 311 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Colony Family Offices, LLC | History | Added to | 3,518 | 286 | 0.06% | 0.06% | 100 | +67 | 1.94% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 3,496 | 284 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 3,488 | 283 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,452 | 280 | 0.05% | 0.06% | 103 | -97 | -2.73% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3,405 | 277 | 0.15% | — | 104 | +3,405 | New | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,256 | 276 | 0.07% | 0.07% | 105 | +207 | 6.79% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Reduced | 7,661 | 270 | 0.0% | 0.0% | 106 | -4,672 | -37.88% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,244 | 263 | 0.01% | 0.01% | 107 | +2 | 0.06% | Q2 2026 | Aug 20, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 3,187 | 259 | 0.18% | 0.32% | 108 | -2,431 | -43.27% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 3,057 | 248 | 0.01% | 0.02% | 109 | -34 | -1.1% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,036 | 246 | 0.0% | 0.0% | 110 | -69 | -2.22% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,008 | 244 | 0.0% | — | 111 | +3,008 | New | Q2 2026 | Aug 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 2,989 | 243 | 0.0% | 0.0% | 112 | -1 | -0.03% | Q2 2026 | Jul 23, 2026 |
| CFO4Life Group, LLC | History | Added to | 2,820 | 229 | 0.03% | 0.03% | 113 | +9 | 0.32% | Q2 2026 | Aug 12, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 2,800 | 227 | 0.16% | 0.17% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 2,741 | 222 | 0.05% | 0.02% | 115 | +1,770 | 182.29% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | New | 2,699 | 219 | 0.0% | — | 116 | +2,699 | New | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 2,690 | 218 | 0.0% | — | 117 | +2,690 | New | Q2 2026 | Aug 03, 2026 |
| Capital Investment Counsel, Inc | History | No change | 2,570 | 209 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 2,568 | 208 | 0.1% | 0.23% | 119 | -3,499 | -57.67% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 2,208 | 179 | 0.0% | — | 120 | +2,208 | New | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,823 | 148 | 0.01% | 0.01% | 121 | +1 | 0.05% | Q2 2026 | Aug 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,507 | 122 | 0.0% | 0.0% | 122 | -1 | -0.07% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,302 | 105 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 788 | 64 | 0.0% | 0.0% | 124 | +201 | 34.24% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 857 | 62 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | No change | 660 | 53 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Park Place Capital Corp | History | No change | 607 | 49 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burk Holdings LLC | History | No change | 600 | 48 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 531 | 43 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 505 | 41 | 0.0% | — | 131 | +505 | New | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 516 | 41 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 463 | 37 | 0.0% | 0.09% | 132 | -6,648 | -93.49% | Q2 2026 | Aug 05, 2026 |
| BFSG, LLC | History | Added to | 428 | 34 | 0.0% | 0.0% | 133 | +1 | 0.23% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | Reduced | 407 | 33 | 0.0% | 0.4% | 135 | -1,526 | -78.94% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 409 | 33 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EPG Wealth Management LLC | History | New | 401 | 32 | 0.01% | — | 136 | +401 | New | Q2 2026 | Jul 28, 2026 |
| CNB Bank | History | No change | 375 | 30 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 347 | 28 | 0.0% | 0.0% | 138 | -69 | -16.59% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | New | 307 | 24 | 0.0% | — | 139 | +307 | New | Q2 2026 | Aug 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 274 | 22 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 249 | 20 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 244 | 19 | 0.0% | 0.0% | 142 | +191 | 360.38% | Q2 2026 | Aug 05, 2026 |
| BAYBAN | History | No change | 232 | 18 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 143 | 11 | 0.0% | 0.0% | 144 | -58 | -28.86% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | New | 132 | 10 | 0.0% | — | 145 | +132 | New | Q2 2026 | Sep 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 121 | 9 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 105 | 8 | 0.0% | — | 148 | +105 | New | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 99 | 8 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 80 | 6 | 0.0% | 0.0% | 149 | -64 | -44.44% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Financial Group, Inc. | History | No change | 54 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 36 | 3 | 0.0% | 0.0% | 152 | +15 | 71.43% | Q2 2026 | Aug 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 36 | 2 | 0.0% | — | 156 | +36 | New | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 29 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Continuum Advisory, LLC | History | New | 22 | 1 | 0.0% | — | 160 | +22 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | New | 14 | 1 | 0.0% | — | 159 | +14 | New | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | New | 13 | 1 | 0.0% | — | 161 | +13 | New | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 14 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,700 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,989 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FORONJY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,947 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -530 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q2 2026 | Jul 23, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MCF Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |