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 | No change | 16,109,104 | 851,366 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,764,974 | 283,463 | 7.06% | 7.47% | 2 | +199,033 | 3.58% | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,348,994 | 164,670 | 0.21% | 0.23% | 3 | -47,909 | -1.41% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,369,532 | 125,229 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,539,359 | 75,690 | 1.44% | 1.47% | 5 | +99,366 | 6.9% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 1,367,259 | 72,259 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,355,242 | 71,624 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 959,448 | 47,176 | 0.13% | 0.08% | 8 | +474,121 | 97.69% | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 867,190 | 45,830 | 0.21% | 0.21% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 616,638 | 32,589 | 1.18% | 1.18% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 595,405 | 31,467 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 565,584 | 29,891 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 481,970 | 25,472 | 0.21% | 0.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 460,977 | 24,362 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 406,742 | 21,502 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 356,575 | 18,844 | 4.49% | 4.49% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 354,956 | 18,759 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goldstone Financial Group, LLC | History | No change | 353,428 | 18,678 | 1.71% | 1.71% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEN Financial Management, INC. | History | Reduced | 288,911 | 14,205 | 7.68% | 9.4% | 19 | -8,530 | -2.87% | Q3 2026 | Oct 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 248,292 | 13,122 | 1.27% | 1.27% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Presper Financial Architects, LLC | History | No change | 246,489 | 13,026 | 6.8% | 6.8% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200,971 | 10,621 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 197,968 | 10,462 | 2.52% | 2.52% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 186,664 | 9,865 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 180,461 | 8,873 | 0.54% | 0.54% | 25 | +14,438 | 8.7% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 177,677 | 8,736 | 0.06% | 0.08% | 26 | -7,193 | -3.89% | Q3 2026 | Oct 08, 2026 |
| Bravera Wealth | History | No change | 164,967 | 8,718 | 3.34% | 3.34% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 149,284 | 7,889 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 134,163 | 6,596 | 1.79% | 1.77% | 29 | +345 | 0.26% | Q3 2026 | Oct 26, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 128,217 | 6,304 | 2.31% | 2.48% | 30 | +1,363 | 1.07% | Q3 2026 | Oct 29, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 119,308 | 5,866 | 2.08% | 2.22% | 31 | -44,188 | -27.03% | Q3 2026 | Oct 20, 2026 |
| Sterling Manor Financial, LLC | History | New | 101,813 | 5,006 | 2.9% | — | 32 | +101,813 | New | Q3 2026 | Oct 21, 2026 |
| Faithward Advisors, LLC | History | No change | 90,309 | 4,772 | 0.58% | 0.58% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 88,818 | 4,694 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 94,972 | 4,669 | 2.03% | 2.29% | 35 | -3,043 | -3.1% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 90,794 | 4,464 | 0.05% | 0.05% | 36 | +4,965 | 5.78% | Q3 2026 | Oct 30, 2026 |
| Trademark Financial Management, LLC | History | Added to | 87,626 | 4,308 | 1.74% | 1.85% | 37 | +1,991 | 2.32% | Q3 2026 | Oct 23, 2026 |
| Fortitude Financial, LLC | History | Added to | 81,415 | 4,003 | 1.88% | 3.77% | 38 | +1,920 | 2.42% | Q3 2026 | Oct 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 73,474 | 3,883 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 72,486 | 3,564 | 0.01% | 0.02% | 40 | -105,168 | -59.2% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 62,141 | 3,284 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Emerald Advisors, LLC | History | Added to | 66,713 | 3,280 | 0.42% | 0.43% | 42 | +2,151 | 3.33% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 61,151 | 3,236 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 60,138 | 3,178 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AE Wealth Management LLC | History | No change | 54,633 | 2,887 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOVEM GROUP | History | Reduced | 57,090 | 2,807 | 0.28% | 0.31% | 46 | -606 | -1.05% | Q3 2026 | Oct 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 49,700 | 2,626 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 51,955 | 2,554 | 0.02% | 0.01% | 48 | +25,578 | 96.97% | Q3 2026 | Oct 16, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 46,753 | 2,470 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 47,390 | 2,330 | 0.02% | 0.4% | 50 | -699,327 | -93.65% | Q3 2026 | Oct 15, 2026 |
| Schuylkill Financial LLC | History | Reduced | 43,069 | 2,117 | 2.08% | 2.17% | 51 | -1,267 | -2.86% | Q3 2026 | Oct 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 39,373 | 2,080 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 38,238 | 2,020 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 37,294 | 1,970 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 39,883 | 1,961 | 1.07% | 1.19% | 55 | +967 | 2.48% | Q3 2026 | Oct 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 37,544 | 1,846 | 0.09% | 0.1% | 56 | +1,361 | 3.76% | Q3 2026 | Oct 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 34,170 | 1,805 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 36,480 | 1,793 | 0.82% | 0.83% | 58 | +5,178 | 16.54% | Q3 2026 | Oct 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 33,431 | 1,766 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 35,766 | 1,758 | 1.06% | 1.02% | 60 | +4,629 | 14.87% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,591 | 1,700 | 0.03% | 0.03% | 61 | -76 | -0.22% | Q3 2026 | Oct 16, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 29,341 | 1,550 | 1.27% | 1.27% | 62 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 31,211 | 1,534 | 0.03% | 0.04% | 63 | -8,398 | -21.2% | Q3 2026 | Oct 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 30,621 | 1,505 | 0.06% | 0.07% | 64 | -2,248 | -6.84% | Q3 2026 | Nov 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 30,593 | 1,504 | 0.03% | 0.03% | 65 | +233 | 0.77% | Q3 2026 | Oct 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,603 | 1,458 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 29,594 | 1,455 | 0.4% | 0.42% | 67 | +245 | 0.83% | Q3 2026 | Oct 15, 2026 |
| SHP Wealth Management | History | No change | 26,986 | 1,426 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BG Investment Services, LLC | History | Added to | 27,231 | 1,338 | 0.2% | 0.94% | 69 | +2,557 | 10.36% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 25,255 | 1,334 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 24,957 | 1,318 | 0.73% | 0.73% | 71 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | Added to | 25,761 | 1,266 | 0.0% | 0.0% | 72 | +3,840 | 17.52% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,973 | 1,257 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 22,243 | 1,175 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | Added to | 23,830 | 1,171 | 0.04% | 0.03% | 75 | +3,962 | 19.94% | Q3 2026 | Oct 30, 2026 |
| Roxbury Financial LLC | History | Reduced | 23,459 | 1,153 | 0.88% | 0.99% | 76 | -317 | -1.33% | Q3 2026 | Oct 01, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 20,568 | 1,011 | 0.13% | 0.11% | 77 | +3,553 | 20.88% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,214 | 1,005 | 0.0% | 0.0% | 78 | +5,039 | 33.21% | Q3 2026 | Oct 13, 2026 |
| Capital Analysts, LLC | History | No change | 18,555 | 980 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,174 | 960 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 18,018 | 952 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 18,327 | 901 | 0.03% | 0.03% | 82 | +1,293 | 7.59% | Q3 2026 | Oct 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,961 | 896 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,187 | 855 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 15,672 | 828 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 15,820 | 777 | 0.44% | 0.46% | 86 | +596 | 3.91% | Q3 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 14,548 | 768 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 14,615 | 727 | 0.01% | 0.01% | 88 | -258 | -1.73% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 14,615 | 727 | 0.01% | 0.01% | 89 | -258 | -1.73% | Q3 2026 | Oct 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,688 | 722 | 0.01% | 0.01% | 90 | +328 | 2.28% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,604 | 718 | 0.02% | 0.02% | 91 | +1,630 | 12.56% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,395 | 707 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | Added to | 14,264 | 701 | 0.08% | 0.09% | 93 | +151 | 1.07% | Q3 2026 | Oct 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,405 | 655 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 12,235 | 646 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 12,001 | 634 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Added to | 12,698 | 624 | 0.01% | 0.0% | 97 | +6,791 | 114.97% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,355 | 615 | 0.01% | 0.01% | 98 | +170 | 1.4% | Q3 2026 | Oct 26, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 12,239 | 601 | 0.05% | 0.06% | 99 | -966 | -7.32% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 12,221 | 600 | 0.0% | 0.01% | 100 | +2,262 | 22.71% | Q3 2026 | Oct 28, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 10,902 | 576 | 0.36% | 0.36% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 11,069 | 544 | 0.14% | 0.15% | 102 | +41 | 0.37% | Q3 2026 | Oct 16, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 10,759 | 529 | 0.15% | 0.16% | 103 | +177 | 1.67% | Q3 2026 | Oct 19, 2026 |
| Savant Capital, LLC | History | No change | 9,834 | 519 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Principle Wealth Partners LLC | History | Added to | 10,525 | 517 | 0.02% | 0.03% | 105 | +5 | 0.05% | Q3 2026 | Nov 02, 2026 |
| COMMERCE BANK | History | No change | 9,642 | 509 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 9,600 | 473 | 0.02% | 0.03% | 107 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 9,539 | 469 | 0.0% | 0.0% | 108 | +675 | 7.62% | Q3 2026 | Oct 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,879 | 469 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,429 | 445 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLG LLC | History | Reduced | 8,832 | 434 | 0.09% | 0.1% | 112 | -22 | -0.25% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,220 | 434 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRIGHTON JONES LLC | History | Added to | 8,765 | 430 | 0.01% | 0.01% | 113 | +1,145 | 15.03% | Q3 2026 | Nov 03, 2026 |
| Stratos Investment Management, LLC | History | No change | 7,950 | 420 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,249 | 405 | 0.02% | — | 115 | +8,249 | New | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 7,066 | 373 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,070 | 373 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,725 | 355 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WBH ADVISORY INC | History | No change | 7,150 | 351 | 0.02% | 0.03% | 119 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,530 | 345 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 6,517 | 344 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,391 | 314 | 0.01% | 0.01% | 122 | +87 | 1.38% | Q3 2026 | Oct 13, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 6,107 | 300 | 0.17% | 0.19% | 123 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,392 | 284 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,713 | 280 | 0.03% | 0.03% | 125 | +21 | 0.37% | Q3 2026 | Oct 19, 2026 |
| Lido Advisors, LLC | History | Added to | 5,662 | 278 | 0.0% | 0.0% | 126 | +1,019 | 21.95% | Q3 2026 | Nov 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 5,113 | 270 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,901 | 259 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,869 | 257 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,771 | 252 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,705 | 248 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Calamos Wealth Management LLC | History | Added to | 5,014 | 246 | 0.01% | 0.01% | 132 | +452 | 9.91% | Q3 2026 | Nov 02, 2026 |
| Investmark Advisory Group LLC | History | Added to | 4,951 | 243 | 0.08% | 0.1% | 133 | +16 | 0.32% | Q3 2026 | Oct 27, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 4,698 | 231 | 0.21% | 0.24% | 134 | -578 | -10.96% | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,342 | 229 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 4,571 | 224 | 0.02% | 0.02% | 136 | -983 | -17.7% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,195 | 221 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 4,175 | 220 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 3,945 | 208 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 3,844 | 203 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,130 | 203 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PlanVest Financial, Inc | History | No change | 3,475 | 183 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 3,067 | 162 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,559 | 135 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,483 | 131 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,390 | 117 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| High Point Wealth Management, LLC | History | Added to | 2,366 | 116 | 0.09% | 0.1% | 147 | +9 | 0.38% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 2,190 | 115 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,168 | 106 | 0.09% | 0.1% | 149 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 1,986 | 104 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,876 | 98 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 1,814 | 89 | 0.0% | — | 152 | +1,814 | New | Q3 2026 | Oct 21, 2026 |
| Caitlin John, LLC | History | No change | 1,500 | 79 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASSETMARK, INC | History | No change | 1,504 | 73 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,214 | 64 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,146 | 60 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 938 | 49 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 49 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 925 | 45 | 0.0% | 0.0% | 159 | -57 | -5.8% | Q3 2026 | Nov 04, 2026 |
| Dunhill Financial, LLC | History | No change | 609 | 32 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 605 | 31 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 645 | 31 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 578 | 28 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 513 | 27 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 470 | 24 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 419 | 22 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 336 | 18 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 311 | 15 | 0.0% | 0.01% | 169 | -77 | -19.85% | Q3 2026 | Oct 26, 2026 |
| VANGUARD ADVISERS INC | History | No change | 301 | 15 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 254 | 13 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Center for Financial Planning, Inc. | History | New | 206 | 10 | 0.0% | — | 171 | +206 | New | Q3 2026 | Oct 26, 2026 |
| Harborfront Financial Group LLC | History | No change | 184 | 9 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 151 | 8 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 135 | 7 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 116 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Latitude Advisors, LLC | History | New | 112 | 5 | 0.0% | — | 178 | +112 | New | Q3 2026 | Oct 27, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 109 | 5 | 0.0% | — | 177 | +109 | New | Q3 2026 | Oct 30, 2026 |
| Buck Wealth Strategies, LLC | History | New | 109 | 5 | 0.0% | — | 179 | +109 | New | Q3 2026 | Oct 28, 2026 |
| Key Capital Management, INC | History | New | 108 | 5 | 0.0% | — | 180 | +108 | New | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 91 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ADIRONDACK TRUST CO | History | No change | 70 | 3 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 42 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 49 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Abound Wealth Management | History | No change | 51 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ascentis Wealth Management, LLC | History | New | 31 | 1 | 0.0% | — | 191 | +31 | New | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 33 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Aspect Partners, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Mosley Wealth Management | History | No change | 33 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,837 | -100.0% | Q3 2026 | Oct 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,957 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -469 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |