FIDELITY COVINGTON TRUST - FSMD
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 | Reduced | 16,109,104 | 851,366 | 0.04% | 0.04% | 1 | -754,958 | -4.48% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,565,941 | 294,159 | 7.47% | 7.16% | 2 | +400,546 | 7.75% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,396,903 | 179,526 | 0.23% | 0.21% | 3 | +96,787 | 2.93% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,369,532 | 125,229 | 0.03% | 0.03% | 4 | +260,764 | 12.37% | Q2 2026 | Aug 03, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,439,993 | 76,103 | 1.47% | 0.95% | 5 | +209,405 | 17.02% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 1,367,259 | 72,259 | 0.02% | 0.01% | 6 | +148,606 | 12.19% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,355,242 | 71,624 | 0.0% | 0.0% | 7 | +77,804 | 6.09% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 867,190 | 45,830 | 0.21% | 0.2% | 8 | +25,612 | 3.04% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 746,717 | 39,464 | 0.4% | 0.38% | 9 | -11,826 | -1.56% | Q2 2026 | Jul 28, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 616,638 | 32,589 | 1.18% | 1.13% | 10 | +47,688 | 8.38% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 595,405 | 31,467 | 0.03% | 0.03% | 11 | -179,223 | -23.14% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 565,584 | 29,891 | 0.03% | 0.03% | 12 | -15,702 | -2.7% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 485,327 | 25,649 | 0.08% | 0.09% | 13 | -72,984 | -13.07% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 481,970 | 25,472 | 0.21% | 0.18% | 14 | +72,305 | 17.65% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 460,977 | 24,362 | 0.01% | 0.01% | 15 | +26,847 | 6.18% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 406,742 | 21,502 | 0.03% | 0.02% | 16 | +122,271 | 42.98% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 356,575 | 18,844 | 4.49% | 3.96% | 17 | +38,940 | 12.26% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 354,956 | 18,759 | 0.01% | 0.01% | 18 | -59,065 | -14.27% | Q2 2026 | Aug 12, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 353,428 | 18,678 | 1.71% | 1.74% | 19 | -4,445 | -1.24% | Q2 2026 | Aug 11, 2026 |
| GEN Financial Management, INC. | History | Reduced | 297,441 | 15,719 | 9.4% | 8.4% | 20 | -5,970 | -1.97% | Q2 2026 | Jul 24, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 248,292 | 13,122 | 1.27% | 1.22% | 21 | +919 | 0.37% | Q2 2026 | Aug 10, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 246,489 | 13,026 | 6.8% | 6.56% | 22 | -375 | -0.15% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 200,971 | 10,621 | 0.05% | 0.05% | 23 | -1,812 | -0.89% | Q2 2026 | Aug 13, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 197,968 | 10,462 | 2.52% | 2.4% | 24 | +700 | 0.35% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 186,664 | 9,865 | 0.02% | 0.02% | 25 | +43,273 | 30.18% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 184,870 | 9,770 | 0.08% | 0.08% | 26 | -10,821 | -5.53% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 177,654 | 9,389 | 0.02% | 0.02% | 27 | +385 | 0.22% | Q2 2026 | Jul 27, 2026 |
| APPLETON PARTNERS INC/MA | History | New | 166,023 | 8,774 | 0.54% | — | 28 | +166,023 | New | Q2 2026 | Jul 21, 2026 |
| Bravera Wealth | History | Added to | 164,967 | 8,718 | 3.34% | 3.03% | 29 | +14,583 | 9.7% | Q2 2026 | Jul 23, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 163,496 | 8,640 | 2.22% | 2.23% | 30 | -1,153 | -0.7% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 149,284 | 7,889 | 0.09% | 0.09% | 31 | -946 | -0.63% | Q2 2026 | Aug 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 133,818 | 7,072 | 1.77% | 2.74% | 32 | +5,039 | 3.91% | Q2 2026 | Aug 03, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 126,854 | 6,704 | 2.48% | 2.26% | 33 | +1,639 | 1.31% | Q2 2026 | Jul 23, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 98,015 | 5,180 | 2.29% | 2.19% | 34 | +5,085 | 5.47% | Q2 2026 | Jul 30, 2026 |
| Faithward Advisors, LLC | History | Added to | 90,309 | 4,772 | 0.58% | 0.25% | 35 | +50,919 | 129.27% | Q2 2026 | Aug 12, 2026 |
| Sterling Manor Financial, LLC | History | No change | 105,784 | 4,730 | 2.96% | 2.96% | 36 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 88,818 | 4,694 | 0.0% | 0.0% | 37 | +31,019 | 53.67% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 85,829 | 4,536 | 0.05% | 0.05% | 38 | +3,836 | 4.68% | Q2 2026 | Jul 28, 2026 |
| Trademark Financial Management, LLC | History | Added to | 85,635 | 4,525 | 1.85% | 1.39% | 39 | +22,332 | 35.28% | Q2 2026 | Jul 27, 2026 |
| Fortitude Financial, LLC | History | Reduced | 79,495 | 4,201 | 3.77% | 2.08% | 40 | -8,357 | -9.51% | Q2 2026 | Jul 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 73,474 | 3,883 | 0.01% | — | 41 | +73,474 | New | Q2 2026 | Aug 14, 2026 |
| Emerald Advisors, LLC | History | Added to | 64,562 | 3,412 | 0.43% | 0.31% | 42 | +7,799 | 13.74% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 62,141 | 3,284 | 0.06% | — | 43 | +62,141 | New | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | Added to | 61,151 | 3,236 | 0.01% | 0.01% | 44 | +10,588 | 20.94% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 60,138 | 3,178 | 0.0% | 0.0% | 45 | -5,100 | -7.82% | Q2 2026 | Aug 19, 2026 |
| NOVEM GROUP | History | Reduced | 57,696 | 3,049 | 0.31% | 0.3% | 46 | -512 | -0.88% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Added to | 54,633 | 2,887 | 0.01% | 0.01% | 47 | +2,097 | 3.99% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 49,700 | 2,626 | 0.0% | 0.0% | 48 | -88,000 | -63.91% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 46,753 | 2,470 | 0.18% | 0.27% | 49 | -33,961 | -42.08% | Q2 2026 | Aug 13, 2026 |
| Schuylkill Financial LLC | History | New | 44,336 | 2,343 | 2.17% | — | 50 | +44,336 | New | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 39,609 | 2,093 | 0.04% | 0.03% | 51 | +955 | 2.47% | Q2 2026 | Jul 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 39,373 | 2,080 | 0.1% | 0.08% | 52 | +7,447 | 23.33% | Q2 2026 | Aug 04, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 38,916 | 2,056 | 1.19% | 1.12% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 38,238 | 2,020 | 0.0% | 0.0% | 54 | +1,078 | 2.9% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 37,294 | 1,970 | 0.06% | — | 55 | +37,294 | New | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 36,183 | 1,912 | 0.1% | 0.09% | 56 | +2,580 | 7.68% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Added to | 34,667 | 1,832 | 0.03% | 0.03% | 57 | +1,147 | 3.42% | Q2 2026 | Jul 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,170 | 1,805 | 0.03% | 0.03% | 58 | +535 | 1.59% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,431 | 1,766 | 0.01% | 0.01% | 59 | +3,852 | 13.02% | Q2 2026 | Aug 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 32,869 | 1,737 | 0.07% | 0.05% | 60 | +5,743 | 21.17% | Q2 2026 | Aug 13, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 31,302 | 1,654 | 0.83% | 0.76% | 61 | +1,575 | 5.3% | Q2 2026 | Jul 22, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 31,137 | 1,645 | 1.02% | 0.89% | 62 | +3,310 | 11.89% | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 30,360 | 1,604 | 0.03% | 0.03% | 63 | -610 | -1.97% | Q2 2026 | Jul 15, 2026 |
| Global Financial Private Client, LLC | History | Added to | 29,349 | 1,551 | 0.42% | 0.43% | 64 | +259 | 0.89% | Q2 2026 | Jul 20, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 29,341 | 1,550 | 1.27% | 1.36% | 65 | -1,068 | -3.51% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 27,603 | 1,458 | 0.0% | 0.0% | 66 | -34,980 | -55.89% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | Added to | 26,986 | 1,426 | 0.1% | 0.08% | 67 | +2,084 | 8.37% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,377 | 1,393 | 0.01% | 0.01% | 68 | +943 | 3.71% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,255 | 1,334 | 0.01% | 0.0% | 69 | +9,538 | 60.69% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 24,957 | 1,318 | 0.73% | 0.85% | 70 | -4,246 | -14.54% | Q2 2026 | Jul 13, 2026 |
| BG Investment Services, LLC | History | Added to | 24,674 | 1,304 | 0.94% | 0.8% | 71 | +3,126 | 14.51% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,973 | 1,257 | 0.0% | 0.0% | 72 | +520 | 2.22% | Q2 2026 | Aug 12, 2026 |
| Roxbury Financial LLC | History | Added to | 23,776 | 1,256 | 0.99% | 0.9% | 73 | +1,386 | 6.19% | Q2 2026 | Jul 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,243 | 1,175 | 0.01% | 0.01% | 74 | +2,946 | 15.27% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Added to | 21,921 | 1,158 | 0.0% | 0.0% | 75 | +6,567 | 42.77% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Reduced | 19,868 | 1,050 | 0.03% | 0.04% | 76 | -4,675 | -19.05% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | Added to | 18,555 | 980 | 0.02% | 0.01% | 77 | +6,220 | 50.43% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,174 | 960 | 0.0% | 0.0% | 78 | -37 | -0.2% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | New | 18,018 | 952 | 0.0% | — | 79 | +18,018 | New | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 17,034 | 900 | 0.03% | 0.03% | 80 | +202 | 1.2% | Q2 2026 | Jul 09, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 17,015 | 899 | 0.11% | 0.09% | 81 | +3,544 | 26.31% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,961 | 896 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,187 | 855 | 0.0% | 0.0% | 83 | +130 | 0.81% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 15,672 | 828 | 0.01% | 0.01% | 84 | +5,427 | 52.97% | Q2 2026 | Aug 14, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 15,224 | 804 | 0.46% | 0.44% | 85 | +228 | 1.52% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,175 | 782 | 0.0% | 0.0% | 86 | +3,177 | 26.48% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | Added to | 14,548 | 768 | 0.0% | 0.0% | 87 | +10,280 | 240.86% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,360 | 758 | 0.01% | 0.0% | 88 | +8,202 | 133.19% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | New | 14,873 | 757 | 0.01% | — | 90 | +14,873 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 14,873 | 757 | 0.01% | 0.01% | 89 | +701 | 4.95% | Q2 2026 | Jul 29, 2026 |
| Breakwater Capital Group | History | Reduced | 14,113 | 745 | 0.09% | 0.09% | 91 | -436 | -3.0% | Q2 2026 | Jul 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,395 | 707 | 0.01% | 0.01% | 92 | +283 | 2.16% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 13,205 | 697 | 0.06% | 0.1% | 93 | -6,424 | -32.73% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,974 | 685 | 0.02% | 0.02% | 94 | +1,049 | 8.8% | Q2 2026 | Jul 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,405 | 655 | 0.0% | 0.0% | 95 | -22,675 | -64.64% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 12,235 | 646 | 0.0% | 0.0% | 96 | +2,388 | 24.25% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,001 | 634 | 0.03% | 0.02% | 97 | +4,123 | 52.34% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,185 | 621 | 0.01% | 0.01% | 98 | +1,000 | 8.94% | Q2 2026 | Jul 29, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 11,028 | 577 | 0.15% | 0.16% | 99 | -469 | -4.08% | Q2 2026 | Aug 10, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 10,902 | 576 | 0.36% | 0.33% | 100 | +515 | 4.96% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | Added to | 10,520 | 555 | 0.03% | 0.03% | 101 | +80 | 0.77% | Q2 2026 | Aug 07, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 10,582 | 538 | 0.16% | 0.14% | 102 | +1,297 | 13.97% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,959 | 526 | 0.01% | 0.01% | 103 | +1,881 | 23.29% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | New | 9,834 | 519 | 0.0% | — | 104 | +9,834 | New | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | New | 9,642 | 509 | 0.0% | — | 105 | +9,642 | New | Q2 2026 | Aug 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 9,600 | 491 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,879 | 469 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 8,864 | 468 | 0.0% | 0.0% | 108 | -37 | -0.42% | Q2 2026 | Jul 27, 2026 |
| CLG LLC | History | Added to | 8,854 | 467 | 0.1% | 0.08% | 109 | +1,633 | 22.61% | Q2 2026 | Jul 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,429 | 445 | 0.0% | 0.0% | 110 | -1,276 | -13.15% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,220 | 434 | 0.01% | 0.0% | 111 | +1,358 | 19.79% | Q2 2026 | Aug 04, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 7,950 | 420 | 0.02% | 0.02% | 112 | -1,051 | -11.68% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 9,188 | 410 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 7,620 | 402 | 0.01% | 0.01% | 114 | +256 | 3.48% | Q2 2026 | Aug 11, 2026 |
| WBH ADVISORY INC | History | Added to | 7,150 | 377 | 0.03% | 0.02% | 115 | +510 | 7.68% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,070 | 373 | 0.01% | 0.0% | 117 | +1,320 | 22.96% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,066 | 373 | 0.0% | 0.0% | 116 | -155 | -2.15% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 6,837 | 361 | 0.0% | — | 118 | +6,837 | New | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 6,725 | 355 | 0.02% | 0.01% | 119 | -1,855 | -21.62% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,530 | 345 | 0.0% | 0.0% | 120 | +6,484 | 14095.65% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 6,517 | 344 | 0.0% | 0.0% | 121 | +125 | 1.96% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,304 | 333 | 0.01% | 0.01% | 122 | +889 | 16.42% | Q2 2026 | Jul 07, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 6,107 | 322 | 0.19% | 0.18% | 123 | +7 | 0.11% | Q2 2026 | Jul 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,907 | 312 | 0.0% | 0.01% | 124 | -2,380 | -28.72% | Q2 2026 | Jul 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 5,554 | 293 | 0.02% | 0.02% | 125 | -282 | -4.83% | Q2 2026 | Aug 04, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,692 | 289 | 0.03% | 0.03% | 126 | +18 | 0.32% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,392 | 284 | 0.0% | 0.0% | 127 | -558 | -9.38% | Q2 2026 | Aug 14, 2026 |
| Urban Wealth Management, LLC | History | New | 5,276 | 278 | 0.24% | — | 128 | +5,276 | New | Q2 2026 | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,113 | 270 | 0.03% | 0.03% | 129 | +11 | 0.22% | Q2 2026 | Aug 11, 2026 |
| Investmark Advisory Group LLC | History | Added to | 4,935 | 260 | 0.1% | 0.09% | 130 | +268 | 5.74% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 4,901 | 259 | 0.0% | — | 131 | +4,901 | New | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,869 | 257 | 0.0% | 0.0% | 132 | -32,103 | -86.83% | Q2 2026 | Sep 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 4,771 | 252 | 0.02% | 0.02% | 133 | +28 | 0.59% | Q2 2026 | Aug 14, 2026 |
| Signature Wealth Management Group | History | No change | 5,616 | 251 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,705 | 248 | 0.01% | 0.01% | 135 | -326 | -6.48% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,643 | 245 | 0.0% | 0.0% | 136 | -1,407 | -23.26% | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,562 | 241 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,342 | 229 | 0.0% | — | 138 | +4,342 | New | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,195 | 221 | 0.0% | 0.0% | 139 | -80,380 | -95.04% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Reduced | 4,175 | 220 | 0.0% | 0.0% | 140 | -1,623 | -27.99% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 4,130 | 218 | 0.01% | — | 141 | +4,130 | New | Q2 2026 | Jul 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,000 | 211 | 0.0% | — | 142 | +4,000 | New | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | New | 3,957 | 209 | 0.01% | — | 143 | +3,957 | New | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | New | 3,945 | 208 | 0.0% | — | 144 | +3,945 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | New | 3,844 | 203 | 0.0% | — | 145 | +3,844 | New | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | Reduced | 3,475 | 183 | 0.12% | 0.13% | 146 | -405 | -10.44% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 3,067 | 162 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,559 | 135 | 0.0% | — | 148 | +2,557 | 127850.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,483 | 131 | 0.0% | 0.0% | 149 | -206 | -7.66% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,390 | 126 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 2,357 | 124 | 0.1% | 0.12% | 151 | -341 | -12.64% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 2,190 | 115 | 0.0% | 0.0% | 152 | +1,254 | 133.97% | Q2 2026 | Aug 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,168 | 114 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Added to | 1,986 | 104 | 0.0% | 0.0% | 154 | +435 | 28.05% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,876 | 98 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | New | 1,500 | 79 | 0.04% | — | 157 | +1,500 | New | Q2 2026 | Aug 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,504 | 79 | 0.0% | 0.0% | 156 | +1,164 | 342.35% | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,214 | 64 | 0.0% | 0.0% | 158 | +204 | 20.2% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,146 | 60 | 0.0% | 0.0% | 159 | -616 | -34.96% | Q2 2026 | Aug 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,240 | 55 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 52 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 982 | 51 | 0.0% | 0.0% | 162 | +3 | 0.31% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 938 | 49 | 0.0% | 0.0% | 163 | +847 | 930.77% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 645 | 34 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dunhill Financial, LLC | History | New | 609 | 32 | 0.01% | — | 165 | +609 | New | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Added to | 605 | 31 | 0.0% | 0.0% | 166 | +21 | 3.6% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 578 | 30 | 0.0% | — | 167 | +578 | New | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 513 | 27 | 0.0% | — | 168 | +512 | 51200.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | New | 469 | 24 | 0.0% | — | 170 | +469 | New | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 470 | 24 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 419 | 22 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 388 | 20 | 0.01% | 0.01% | 172 | -181 | -31.81% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 336 | 18 | 0.0% | — | 173 | +336 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 301 | 15 | 0.0% | 0.0% | 174 | +93 | 44.71% | Q2 2026 | Aug 13, 2026 |
| Harborfront Financial Group LLC | History | New | 184 | 9 | 0.03% | — | 175 | +184 | New | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 151 | 8 | 0.0% | — | 176 | +151 | New | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 135 | 7 | 0.01% | 0.01% | 177 | -8 | -5.59% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 116 | 6 | 0.0% | 0.0% | 178 | -365 | -75.88% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westside Investment Management, Inc. | History | New | 91 | 4 | 0.0% | — | 180 | +91 | New | Q2 2026 | Jul 27, 2026 |
| Private Wealth Asset Management, LLC | History | New | 59 | 3 | 0.0% | — | 182 | +59 | New | Q2 2026 | Aug 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 70 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 42 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 49 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abound Wealth Management | History | No change | 51 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parkside Financial Bank & Trust | History | New | 33 | 1 | 0.0% | — | 187 | +33 | New | Q2 2026 | Sep 04, 2026 |
| Mosley Wealth Management | History | New | 33 | 1 | 0.0% | — | 189 | +33 | New | Q2 2026 | Jul 23, 2026 |
| Aspect Partners, LLC | History | New | 25 | 1 | 0.0% | — | 188 | +25 | New | Q2 2026 | Jul 16, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -123,592 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -26,659 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,035 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,562 | -100.0% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,502 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,711 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -777 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -774 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -547 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2 | 0 | — | 0.0% | — | -90 | -97.83% | Q2 2026 | Aug 14, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |