FIDELITY COVINGTON TRUST - FSMD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 41 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 16,180,537 | 714,047 | 0.04% | 0.04% | 1 | +125,904 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,020,613 | 177,429 | 5.83% | 5.81% | 2 | +216,879 | 5.7% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,052,013 | 134,685 | 0.18% | 0.15% | 3 | +480,484 | 18.68% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,956,103 | 86,322 | 0.03% | 0.01% | 4 | +1,261,576 | 181.65% | Q4 2025 | Feb 10, 2026 |
| Kestra Investment Management, LLC | History | New | 1,257,283 | 55,483 | 1.36% | — | 5 | +1,257,283 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,135,774 | 50,121 | 0.0% | 0.0% | 6 | -100,459 | -8.13% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,099,883 | 48,537 | 0.01% | 0.01% | 7 | +86,762 | 8.56% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 604,170 | 26,662 | 0.03% | 0.03% | 8 | +33,765 | 5.92% | Q4 2025 | Feb 17, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 545,451 | 24,070 | 1.01% | 0.97% | 9 | +35,055 | 6.87% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 522,532 | 23,059 | 0.02% | 0.01% | 10 | +185,764 | 55.16% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 488,145 | 21,541 | 0.09% | 0.09% | 11 | +50,798 | 11.62% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 432,625 | 19,091 | 0.1% | — | 12 | +432,625 | New | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 385,746 | 17,022 | 0.19% | 0.19% | 13 | +3,773 | 0.99% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 370,228 | 16,342 | 0.02% | 0.02% | 14 | +33,709 | 10.02% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 342,968 | 15,135 | 0.01% | 0.01% | 15 | +17,264 | 5.3% | Q4 2025 | Feb 10, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 335,403 | 14,801 | 1.65% | 1.65% | 16 | +18,357 | 5.79% | Q4 2025 | Feb 13, 2026 |
| GEN Financial Management, INC. | History | New | 298,664 | 13,180 | 8.3% | — | 17 | +298,664 | New | Q4 2025 | Jan 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 259,983 | 11,473 | 3.27% | 1.55% | 18 | +145,799 | 127.69% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 252,244 | 11,131 | 0.0% | 0.0% | 19 | -10,071 | -3.84% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 244,617 | 10,795 | 0.03% | 0.03% | 20 | -27,286 | -10.04% | Q4 2025 | Feb 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 243,956 | 10,765 | 1.6% | 2.32% | 21 | +6,967 | 2.94% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 203,540 | 8,982 | 0.05% | 0.05% | 22 | +3,096 | 1.54% | Q4 2025 | Feb 12, 2026 |
| NOVEM GROUP | History | Added to | 202,922 | 8,954 | 1.03% | 1.04% | 23 | +1,524 | 0.76% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 194,891 | 8,600 | 0.09% | 0.12% | 24 | +14,173 | 7.84% | Q4 2025 | Jan 23, 2026 |
| Prasad Wealth Partners, LLC | History | New | 190,174 | 8,392 | 2.24% | — | 25 | +190,174 | New | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 184,236 | 8,130 | 0.08% | 0.05% | 26 | +67,613 | 57.98% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 170,255 | 7,513 | 0.02% | 0.02% | 27 | +29,799 | 21.22% | Q4 2025 | Feb 13, 2026 |
| Provident Wealth Management, LLC | History | Added to | 166,198 | 7,334 | 2.17% | 2.17% | 28 | +3,459 | 2.13% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 148,641 | 6,559 | 0.09% | 0.09% | 29 | +6,322 | 4.44% | Q4 2025 | Feb 17, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 127,567 | 5,629 | 2.22% | 2.15% | 30 | +6,813 | 5.64% | Q4 2025 | Jan 28, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 126,415 | 5,578 | 2.0% | 2.15% | 31 | -170 | -0.13% | Q4 2025 | Jan 30, 2026 |
| Bravera Wealth | History | New | 125,093 | 5,520 | 2.76% | — | 32 | +125,093 | New | Q4 2025 | Apr 22, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 106,848 | 4,715 | 2.94% | 3.02% | 33 | -1,956 | -1.8% | Q4 2025 | Jan 07, 2026 |
| Fortitude Financial, LLC | History | New | 94,950 | 4,190 | 3.56% | — | 34 | +94,950 | New | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 87,419 | 3,857 | 0.0% | 0.0% | 35 | +5,971 | 7.33% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 79,981 | 3,529 | 0.26% | 0.25% | 36 | +2,702 | 3.5% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 76,931 | 3,394 | 0.0% | 0.0% | 37 | +26,423 | 52.31% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 76,248 | 3,364 | 0.04% | 0.03% | 38 | +18,862 | 32.87% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 71,601 | 3,159 | 0.0% | 0.0% | 39 | +66,201 | 1225.94% | Q4 2025 | Feb 17, 2026 |
| Presper Financial Architects, LLC | History | Added to | 70,673 | 3,118 | 1.76% | 1.7% | 40 | +4,249 | 6.4% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 66,414 | 2,930 | 0.0% | 0.01% | 41 | -59,216 | -47.14% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 59,975 | 2,676 | 0.1% | 0.2% | 42 | -12,413 | -17.15% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 59,800 | 2,638 | 0.0% | — | 43 | +59,800 | New | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 52,195 | 2,303 | 1.28% | 1.09% | 44 | +5,503 | 11.79% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 51,360 | 2,267 | 0.0% | — | 45 | +51,360 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 50,995 | 2,250 | 0.24% | 0.25% | 46 | -1,416 | -2.7% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 45,837 | 2,022 | 0.01% | 0.01% | 47 | +5,096 | 12.51% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 45,802 | 2,021 | 0.01% | 0.0% | 48 | +37,258 | 436.07% | Q4 2025 | Jan 26, 2026 |
| Trademark Financial Management, LLC | History | Added to | 43,055 | 1,900 | 1.05% | 0.35% | 49 | +29,272 | 212.38% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 42,333 | 1,866 | 0.05% | 0.03% | 50 | +9,687 | 29.67% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 38,998 | 1,720 | 0.0% | 0.0% | 51 | -548 | -1.39% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 38,444 | 1,696 | 0.03% | 0.03% | 52 | +958 | 2.56% | Q4 2025 | Jan 14, 2026 |
| New Millennium Group LLC | History | Reduced | 37,536 | 1,656 | 0.72% | 0.77% | 53 | -613 | -1.61% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 37,490 | 1,654 | 0.01% | 0.01% | 54 | +228 | 0.61% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 37,210 | 1,642 | 0.02% | 0.02% | 55 | +3,038 | 8.89% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 36,241 | 1,599 | 0.0% | 0.0% | 56 | +15,730 | 76.69% | Q4 2025 | Mar 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 34,396 | 1,517 | 0.07% | 0.06% | 57 | +3,701 | 12.06% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 34,075 | 1,503 | 0.09% | 0.05% | 58 | +8,028 | 30.82% | Q4 2025 | Jan 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 33,981 | 1,499 | 0.03% | 0.03% | 59 | -47 | -0.14% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 31,604 | 1,394 | 0.03% | 0.0% | 60 | +29,358 | 1307.12% | Q4 2025 | Feb 06, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 31,584 | 1,393 | 0.93% | 0.93% | 61 | +4,786 | 17.86% | Q4 2025 | Feb 09, 2026 |
| Emerald Advisors, LLC | History | Added to | 30,720 | 1,355 | 0.18% | 0.04% | 62 | +23,470 | 323.72% | Q4 2025 | Jan 27, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 29,416 | 1,298 | 1.31% | 1.82% | 63 | +4,078 | 16.09% | Q4 2025 | Feb 05, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 28,829 | 1,272 | 0.79% | 0.84% | 64 | +1,641 | 6.04% | Q4 2025 | Jan 29, 2026 |
| Global Financial Private Client, LLC | History | Added to | 28,175 | 1,243 | 0.44% | 0.44% | 65 | +119 | 0.42% | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 27,912 | 1,231 | 0.07% | 0.07% | 66 | -3,373 | -10.78% | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, LLC | History | Added to | 24,939 | 1,100 | 0.16% | 0.12% | 67 | +6,249 | 33.43% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 22,299 | 984 | 0.03% | 0.03% | 68 | +352 | 1.6% | Q4 2025 | Jan 14, 2026 |
| Roxbury Financial LLC | History | Added to | 21,975 | 969 | 0.87% | 0.81% | 69 | +1,985 | 9.93% | Q4 2025 | Jan 05, 2026 |
| SHP Wealth Management | History | New | 21,136 | 932 | 0.07% | — | 70 | +21,136 | New | Q4 2025 | Mar 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,827 | 919 | 0.0% | 0.0% | 71 | -3,958 | -15.97% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,820 | 874 | 0.01% | 0.01% | 72 | +1,497 | 8.17% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,508 | 841 | 0.0% | 0.0% | 73 | +5,609 | 43.48% | Q4 2025 | Jan 08, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 18,697 | 825 | 0.61% | 0.61% | 74 | +767 | 4.28% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 18,446 | 814 | 0.05% | — | 75 | +18,446 | New | Q4 2025 | Feb 04, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 17,557 | 774 | 0.49% | 0.53% | 76 | -803 | -4.37% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 17,470 | 770 | 0.0% | 0.0% | 77 | +3,768 | 27.5% | Q4 2025 | Feb 06, 2026 |
| BG Investment Services, LLC | History | Added to | 17,417 | 768 | 0.68% | 0.63% | 78 | +2,816 | 19.29% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,961 | 748 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 16,911 | 746 | 0.01% | 0.0% | 80 | +4,603 | 37.4% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 15,364 | 678 | 0.02% | 0.02% | 81 | +4,125 | 36.7% | Q4 2025 | Jan 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 14,207 | 657 | 0.02% | 0.02% | 82 | +966 | 7.3% | Q4 2025 | Jan 23, 2026 |
| Breakwater Capital Group | History | Reduced | 14,758 | 651 | 0.09% | 0.1% | 83 | -127 | -0.85% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,713 | 649 | 0.0% | 0.0% | 84 | -4,706 | -24.23% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,885 | 637 | 0.02% | 0.02% | 85 | -565 | -3.91% | Q4 2025 | Jan 28, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 11,453 | 541 | 0.16% | 0.17% | 86 | -165 | -1.42% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,043 | 487 | 0.02% | 0.02% | 88 | +488 | 4.62% | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,036 | 487 | 0.01% | 0.01% | 87 | +471 | 4.46% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Reduced | 10,798 | 476 | 0.0% | 0.0% | 89 | -121 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Principle Wealth Partners LLC | History | Added to | 10,118 | 446 | 0.03% | 0.02% | 90 | +2,522 | 33.2% | Q4 2025 | Feb 06, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 9,600 | 444 | 0.03% | 0.03% | 91 | -1,070 | -10.03% | Q4 2025 | Jan 26, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 9,766 | 430 | 0.31% | 0.26% | 92 | +1,703 | 21.12% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 9,562 | 421 | 0.01% | 0.01% | 93 | +3,940 | 70.08% | Q4 2025 | Mar 12, 2026 |
| Mariner, LLC | History | Added to | 9,529 | 420 | 0.0% | 0.0% | 94 | +720 | 8.17% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,291 | 410 | 0.0% | 0.0% | 95 | +2,688 | 40.71% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,236 | 407 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,263 | 368 | 0.02% | 0.03% | 97 | -114 | -1.36% | Q4 2025 | Jan 15, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 8,147 | 359 | 0.01% | 0.02% | 98 | -231 | -2.76% | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | New | 8,078 | 356 | 0.01% | — | 99 | +8,078 | New | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 8,023 | 354 | 0.0% | 0.0% | 100 | +177 | 2.26% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 7,410 | 327 | 0.0% | 0.0% | 101 | -677 | -8.37% | Q4 2025 | Jan 26, 2026 |
| CLG LLC | History | Added to | 7,229 | 319 | 0.08% | 0.09% | 102 | +2 | 0.03% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | Added to | 7,015 | 310 | 0.01% | 0.0% | 103 | +5,538 | 374.95% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,924 | 305 | 0.0% | 0.0% | 104 | +268 | 4.03% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 6,806 | 300 | 0.04% | — | 105 | +6,806 | New | Q4 2025 | Jan 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,443 | 284 | 0.02% | 0.04% | 106 | -6,477 | -50.13% | Q4 2025 | Feb 10, 2026 |
| Mayfair Advisory Group, LLC | History | New | 6,258 | 278 | 0.11% | — | 108 | +6,258 | New | Q4 2025 | Jan 21, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 6,314 | 278 | 0.02% | 0.03% | 107 | -2,182 | -25.68% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,158 | 271 | 0.0% | 0.01% | 109 | +208 | 3.5% | Q4 2025 | Jan 16, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 6,135 | 270 | 0.04% | — | 110 | +6,135 | New | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,652 | 249 | 0.03% | 0.03% | 111 | +16 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,481 | 241 | 0.01% | — | 112 | +5,481 | New | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,382 | 237 | 0.0% | 0.0% | 113 | -1,222 | -18.5% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,288 | 233 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 4,948 | 218 | 0.02% | 0.02% | 115 | -853 | -14.7% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,782 | 211 | 0.0% | 0.01% | 116 | -309 | -6.07% | Q4 2025 | Feb 06, 2026 |
| Investmark Advisory Group LLC | History | New | 4,615 | 203 | 0.09% | — | 117 | +4,615 | New | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 4,356 | 192 | 0.0% | 0.0% | 118 | +3,917 | 892.26% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,318 | 146 | 0.0% | 0.0% | 119 | -26 | -0.78% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 3,067 | 135 | 0.0% | 0.0% | 120 | -2,644 | -46.3% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,711 | 125 | 0.01% | 0.01% | 121 | +106 | 4.07% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,787 | 123 | 0.0% | 0.0% | 122 | +2,639 | 1783.11% | Q4 2025 | Feb 13, 2026 |
| High Point Wealth Management, LLC | History | New | 2,688 | 118 | 0.11% | — | 123 | +2,688 | New | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,390 | 105 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | No change | 1,809 | 79 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,254 | 55 | 0.0% | 0.03% | 126 | -9,246 | -88.06% | Q4 2025 | Feb 20, 2026 |
| MORGAN STANLEY | History | Reduced | 1,143 | 50 | 0.0% | 0.0% | 127 | -1,256 | -52.36% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,116 | 49 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,104 | 48 | 0.05% | — | 129 | +1,104 | New | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,000 | 44 | 0.02% | 0.03% | 130 | -300 | -23.08% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 975 | 43 | 0.0% | 0.0% | 131 | +721 | 283.86% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 936 | 41 | 0.0% | 0.0% | 132 | +1 | 0.11% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 876 | 38 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 827 | 36 | 0.0% | — | 134 | +827 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 787 | 34 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 645 | 28 | 0.0% | — | 136 | +645 | New | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | No change | 614 | 27 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 567 | 25 | 0.01% | 0.01% | 138 | +2 | 0.35% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 536 | 23 | 0.0% | — | 139 | +536 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 476 | 21 | 0.0% | — | 140 | +476 | New | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 470 | 20 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 419 | 18 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 390 | 17 | 0.0% | 0.0% | 143 | +1 | 0.26% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 392 | 17 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 316 | 13 | 0.01% | 0.01% | 145 | +28 | 9.72% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 269 | 11 | 0.0% | 0.0% | 146 | +155 | 135.96% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 151 | 7 | 0.01% | — | 147 | +151 | New | Q4 2025 | Feb 12, 2026 |
| HOWE & RUSLING INC | History | New | 155 | 6 | 0.0% | — | 148 | +155 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 143 | 6 | 0.01% | — | 149 | +143 | New | Q4 2025 | Feb 10, 2026 |
| Clarity Asset Management, Inc. | History | No change | 134 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 71 | 3 | 0.0% | 0.0% | 152 | -115 | -61.83% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 51 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 42 | 1 | 0.0% | — | 155 | +42 | New | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 23 | 1 | 0.0% | — | 156 | +23 | New | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 42 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 2.16% | — | -258,345 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,003 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -79,565 | -100.0% | Q3 2025 | Nov 04, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,575 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BKM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,387 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Hoxton Planning & Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,910 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,787 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,020 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Kingdom Financial Group LLC. | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 06, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atlantic Union Bankshares Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |