FIDELITY COVINGTON TRUST - FUTY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 6,885,482 | 402,249 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,865,665 | 108,992 | 0.51% | 0.51% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 867,808 | 50,697 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 793,095 | 46,363 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 704,950 | 35,987 | 0.09% | 0.09% | 5 | +153,384 | 27.81% | Q3 2026 | Nov 04, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 551,387 | 28,148 | 1.93% | 1.88% | 6 | +101,844 | 22.66% | Q3 2026 | Oct 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 419,958 | 24,533 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 475,112 | 24,254 | 0.07% | 0.1% | 8 | -74,657 | -13.58% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 440,688 | 22,497 | 0.05% | 0.06% | 9 | +24,355 | 5.85% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 374,744 | 21,892 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 341,739 | 19,964 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 296,955 | 17,348 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 327,878 | 16,738 | 0.02% | 0.03% | 13 | -71,929 | -17.99% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 285,680 | 16,689 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 196,486 | 11,444 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 156,107 | 9,119 | 0.32% | 0.32% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 155,914 | 9,108 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northside Capital Management, LLC | History | Added to | 168,685 | 8,611 | 0.69% | 0.65% | 18 | +33,226 | 24.53% | Q3 2026 | Oct 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 158,299 | 8,081 | 0.09% | 0.11% | 19 | +7,271 | 4.81% | Q3 2026 | Oct 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 104,260 | 6,090 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | No change | 97,905 | 5,719 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 92,191 | 5,385 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 91,348 | 5,336 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 104,196 | 5,319 | 0.02% | 0.02% | 24 | +1,146 | 1.11% | Q3 2026 | Nov 03, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 94,686 | 4,833 | 1.29% | 1.41% | 25 | -334 | -0.35% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 75,699 | 4,422 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 73,761 | 4,309 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 80,561 | 4,112 | 0.67% | 0.76% | 28 | +584 | 0.73% | Q3 2026 | Oct 08, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 73,560 | 3,755 | 0.28% | 0.32% | 29 | -442 | -0.6% | Q3 2026 | Nov 04, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 73,509 | 3,752 | 1.22% | 1.4% | 30 | +1,621 | 2.25% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 64,059 | 3,742 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 63,053 | 3,684 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 59,818 | 3,494 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 59,173 | 3,456 | 1.19% | 1.19% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Targeted Financial Services LLC | History | Added to | 63,885 | 3,261 | 2.39% | 2.52% | 35 | +5,381 | 9.2% | Q3 2026 | Oct 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 54,378 | 3,176 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 50,181 | 2,931 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 55,440 | 2,830 | 0.57% | 0.65% | 38 | +402 | 0.73% | Q3 2026 | Oct 30, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 50,188 | 2,562 | 0.97% | 1.02% | 39 | +5,420 | 12.11% | Q3 2026 | Oct 13, 2026 |
| Richmond Brothers, Inc. | History | No change | 41,897 | 2,447 | 1.27% | 1.27% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lifeworks Advisors, LLC | History | No change | 41,605 | 2,430 | 0.25% | 0.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 39,313 | 2,296 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 42,852 | 2,187 | 0.08% | 0.12% | 43 | -9,303 | -17.84% | Q3 2026 | Oct 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,489 | 2,131 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 35,892 | 2,096 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 37,661 | 1,922 | 0.27% | 0.35% | 46 | -4,230 | -10.1% | Q3 2026 | Oct 14, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 35,355 | 1,804 | 1.43% | 1.75% | 47 | -1,239 | -3.39% | Q3 2026 | Nov 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 30,637 | 1,789 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 34,239 | 1,747 | 0.11% | 0.12% | 49 | +1,122 | 3.39% | Q3 2026 | Oct 30, 2026 |
| RFG Advisory, LLC | History | New | 33,179 | 1,693 | 0.02% | — | 50 | +33,179 | New | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 27,902 | 1,660 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | New | 31,234 | 1,594 | 0.04% | — | 52 | +31,234 | New | Q3 2026 | Oct 26, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 27,198 | 1,588 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 31,055 | 1,584 | 0.49% | 0.49% | 54 | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 26,719 | 1,560 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | No change | 25,945 | 1,515 | 0.22% | 0.22% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 25,166 | 1,470 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | No change | 25,142 | 1,468 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 24,140 | 1,410 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22,681 | 1,325 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 25,716 | 1,312 | 0.0% | 0.0% | 61 | +6,907 | 36.72% | Q3 2026 | Nov 04, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 25,617 | 1,307 | 1.03% | 1.19% | 62 | +1,158 | 4.73% | Q3 2026 | Nov 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 22,271 | 1,301 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22,285 | 1,301 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | No change | 22,255 | 1,300 | 0.91% | 0.91% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 22,207 | 1,297 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 25,388 | 1,296 | 0.08% | 0.19% | 67 | -27,016 | -51.55% | Q3 2026 | Oct 22, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 25,107 | 1,281 | 0.09% | 0.09% | 68 | +2,320 | 10.18% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 24,153 | 1,233 | 0.02% | 0.03% | 69 | -2,435 | -9.16% | Q3 2026 | Nov 05, 2026 |
| Sigma Planning Corp | History | Reduced | 23,386 | 1,193 | 0.03% | 0.07% | 70 | -21,277 | -47.64% | Q3 2026 | Oct 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,215 | 1,185 | 0.02% | 0.02% | 71 | +1,640 | 7.6% | Q3 2026 | Oct 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 23,186 | 1,183 | 0.03% | 0.04% | 72 | +1,939 | 9.13% | Q3 2026 | Oct 13, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 21,900 | 1,118 | 0.52% | 1.74% | 73 | -43,525 | -66.53% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,732 | 1,007 | 0.01% | 0.01% | 74 | -2 | -0.01% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,757 | 978 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 16,459 | 961 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mosley Wealth Management | History | Added to | 17,326 | 930 | 0.27% | 0.27% | 77 | +2,869 | 19.85% | Q3 2026 | Oct 16, 2026 |
| Elite Financial, Inc. | History | No change | 15,884 | 927 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,320 | 894 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 17,472 | 891 | 0.27% | 0.3% | 80 | +977 | 5.92% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 15,195 | 887 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 17,200 | 878 | 0.13% | 0.16% | 82 | +1,238 | 7.76% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14,518 | 860 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYKON CAPITAL LLC | History | No change | 14,181 | 828 | 0.25% | 0.25% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 15,560 | 794 | 0.06% | 0.03% | 85 | +8,310 | 114.62% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,791 | 784 | 0.0% | 0.0% | 86 | -1,564 | -9.56% | Q3 2026 | Oct 13, 2026 |
| Western Wealth Management, LLC | History | No change | 13,129 | 767 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 14,490 | 743 | 0.0% | 0.0% | 88 | +9,077 | 167.69% | Q3 2026 | Nov 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,649 | 738 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 12,627 | 737 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,877 | 708 | 0.15% | 0.18% | 91 | -15 | -0.11% | Q3 2026 | Nov 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,894 | 694 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 11,859 | 692 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smith Salley Wealth Management | History | Reduced | 13,435 | 685 | 0.03% | 0.03% | 94 | -2 | -0.01% | Q3 2026 | Nov 03, 2026 |
| Nova Wealth Management, Inc. | History | No change | 11,380 | 664 | 0.37% | 0.37% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,279 | 658 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,229 | 655 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 12,758 | 651 | 0.01% | 0.02% | 98 | +799 | 6.68% | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | No change | 11,126 | 649 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,661 | 646 | 0.03% | 0.01% | 100 | +8,238 | 186.25% | Q3 2026 | Oct 13, 2026 |
| Cottage Street Advisors LLC | History | Added to | 12,523 | 639 | 0.25% | 0.1% | 101 | +8,165 | 187.36% | Q3 2026 | Oct 16, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 12,386 | 638 | 0.18% | 2.46% | 103 | -130,747 | -91.35% | Q3 2026 | Oct 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,515 | 638 | 0.02% | 0.03% | 102 | +1,303 | 11.62% | Q3 2026 | Oct 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 12,375 | 631 | 0.01% | 0.01% | 104 | -316 | -2.49% | Q3 2026 | Oct 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,149 | 620 | 0.02% | 0.1% | 105 | -31,197 | -71.97% | Q3 2026 | Oct 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 11,990 | 612 | 0.06% | 0.06% | 106 | +552 | 4.83% | Q3 2026 | Oct 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,905 | 606 | 0.04% | 0.04% | 107 | +767 | 7.57% | Q3 2026 | Oct 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,330 | 603 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,373 | 603 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Added to | 11,703 | 597 | 0.01% | 0.01% | 110 | +838 | 7.71% | Q3 2026 | Oct 22, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 11,475 | 585 | 0.16% | 0.18% | 111 | -53 | -0.46% | Q3 2026 | Oct 15, 2026 |
| PFG Advisors | History | Reduced | 11,264 | 575 | 0.03% | 0.03% | 112 | -33 | -0.29% | Q3 2026 | Oct 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,511 | 555 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 10,820 | 552 | 0.03% | 0.02% | 115 | +5,261 | 94.64% | Q3 2026 | Oct 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,815 | 552 | 0.02% | 0.03% | 114 | +1,421 | 15.13% | Q3 2026 | Nov 04, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 10,536 | 537 | 0.34% | 0.32% | 116 | +1,090 | 11.54% | Q3 2026 | Nov 04, 2026 |
| Jacobs Equity LLC | History | No change | 8,986 | 524 | 0.36% | 0.36% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevation Wealth Management LLC | History | Added to | 10,218 | 521 | 0.35% | 0.39% | 118 | +1,198 | 13.28% | Q3 2026 | Nov 02, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 9,858 | 503 | 0.09% | 0.13% | 119 | -1,995 | -16.83% | Q3 2026 | Oct 23, 2026 |
| Demars Financial Group, LLC | History | Reduced | 9,536 | 486 | 0.13% | 0.16% | 120 | -299 | -3.04% | Q3 2026 | Oct 22, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 9,294 | 478 | 0.07% | 0.08% | 121 | -548 | -5.57% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,095 | 472 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,242 | 471 | 0.01% | 0.01% | 123 | +2 | 0.02% | Q3 2026 | Nov 04, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 8,862 | 454 | 0.09% | 0.11% | 124 | +238 | 2.76% | Q3 2026 | Oct 16, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,538 | 435 | 0.01% | 0.01% | 125 | +1,505 | 21.4% | Q3 2026 | Nov 05, 2026 |
| FLC Capital Advisors | History | No change | 7,380 | 431 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 8,421 | 429 | 0.11% | 0.26% | 127 | -8,807 | -51.12% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Wealth | History | No change | 7,142 | 417 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 6,951 | 406 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 6,642 | 388 | 0.4% | 0.4% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 7,406 | 378 | 0.06% | 0.07% | 131 | -259 | -3.38% | Q3 2026 | Oct 21, 2026 |
| WBH ADVISORY INC | History | Added to | 7,244 | 369 | 0.02% | 0.03% | 132 | +254 | 3.63% | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,235 | 364 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,113 | 363 | 0.0% | 0.0% | 134 | -26 | -0.36% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,101 | 362 | 0.0% | 0.0% | 135 | +3,617 | 103.82% | Q3 2026 | Nov 05, 2026 |
| Creative Planning | History | Added to | 7,081 | 361 | 0.0% | 0.0% | 136 | +1,463 | 26.04% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,118 | 357 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everstar Asset Management, LLC | History | No change | 6,100 | 356 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversify Advisory Services, LLC | History | New | 6,566 | 352 | 0.01% | — | 139 | +6,566 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,566 | 352 | 0.01% | — | 140 | +6,566 | New | Q3 2026 | Oct 20, 2026 |
| StoneX Group Inc. | History | New | 6,633 | 345 | 0.01% | — | 141 | +6,633 | New | Q3 2026 | Nov 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,495 | 331 | 0.0% | 0.0% | 142 | +686 | 11.81% | Q3 2026 | Oct 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,682 | 331 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballew Advisors, Inc | History | Added to | 6,182 | 318 | 0.16% | 0.19% | 144 | +1 | 0.02% | Q3 2026 | Oct 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,319 | 310 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 5,786 | 295 | 0.03% | 0.05% | 146 | -2,855 | -33.04% | Q3 2026 | Nov 02, 2026 |
| Beck Bode, LLC | History | No change | 4,951 | 289 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 5,654 | 288 | 0.01% | 0.02% | 148 | +33 | 0.59% | Q3 2026 | Oct 29, 2026 |
| Crane Advisory, LLC | History | Added to | 5,441 | 281 | 0.04% | 0.05% | 149 | +30 | 0.55% | Q3 2026 | Oct 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 5,401 | 275 | 0.04% | 0.05% | 150 | +187 | 3.59% | Q3 2026 | Nov 02, 2026 |
| Accel Wealth Management | History | Added to | 5,370 | 274 | 0.06% | 0.07% | 151 | +23 | 0.43% | Q3 2026 | Oct 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 5,270 | 269 | 0.07% | 0.08% | 152 | -337 | -6.01% | Q3 2026 | Nov 04, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 1,391 | 264 | 0.06% | 0.27% | 153 | -17,887 | -92.78% | Q3 2026 | Oct 26, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 5,144 | 262 | 0.21% | 0.25% | 154 | -5 | -0.1% | Q3 2026 | Nov 03, 2026 |
| Live Oak Investment Partners | History | Added to | 5,126 | 261 | 0.14% | 0.15% | 155 | +224 | 4.57% | Q3 2026 | Oct 23, 2026 |
| SpringVest Wealth Management LLC | History | No change | 5,100 | 260 | 0.16% | 0.19% | 156 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 4,426 | 258 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 4,403 | 257 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 4,964 | 253 | 0.2% | 0.21% | 159 | +263 | 5.59% | Q3 2026 | Oct 26, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 4,835 | 246 | 0.06% | 0.08% | 160 | -269 | -5.27% | Q3 2026 | Oct 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,449 | 227 | 0.0% | 0.0% | 161 | -515 | -10.37% | Q3 2026 | Oct 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,895 | 227 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| D.B. Root & Company, LLC | History | No change | 4,377 | 223 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,830 | 223 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICUS CAPITAL | History | Added to | 4,354 | 222 | 0.01% | 0.02% | 165 | +65 | 1.52% | Q3 2026 | Nov 05, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Reduced | 4,286 | 218 | 0.08% | 0.1% | 166 | -179 | -4.01% | Q3 2026 | Oct 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,746 | 218 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 3,667 | 214 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 4,147 | 211 | 0.03% | 0.03% | 169 | -41 | -0.98% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 3,619 | 211 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 3,628 | 211 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marotta Asset Management | History | No change | 4,143 | 211 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| ROGCO, LP | History | No change | 3,495 | 204 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,974 | 203 | 0.0% | 0.01% | 174 | -56,081 | -93.38% | Q3 2026 | Nov 05, 2026 |
| Westhampton Capital, LLC | History | No change | 3,995 | 203 | 0.09% | 0.1% | 175 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,258 | 166 | 0.0% | 0.01% | 176 | +58 | 1.81% | Q3 2026 | Oct 08, 2026 |
| Regatta Research & Money Management | History | No change | 2,503 | 146 | 0.14% | 0.14% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 2,593 | 132 | 0.04% | 0.28% | 178 | -14,884 | -85.16% | Q3 2026 | Nov 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,211 | 129 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,219 | 129 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 2,332 | 119 | 0.0% | 0.0% | 181 | +332 | 16.6% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 2,075 | 105 | 0.0% | 0.0% | 182 | +7 | 0.34% | Q3 2026 | Oct 16, 2026 |
| Roxbury Financial LLC | History | Added to | 2,029 | 103 | 0.08% | 0.07% | 183 | +413 | 25.56% | Q3 2026 | Oct 01, 2026 |
| Latitude Advisors, LLC | History | New | 1,984 | 101 | 0.03% | — | 184 | +1,984 | New | Q3 2026 | Oct 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,648 | 96 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 1,639 | 83 | 0.01% | 0.01% | 186 | -55 | -3.25% | Q3 2026 | Oct 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,622 | 82 | 0.01% | 0.03% | 187 | -941 | -36.71% | Q3 2026 | Nov 05, 2026 |
| Avalon Trust Co | History | No change | 1,400 | 81 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Added to | 1,439 | 73 | 0.0% | 0.0% | 189 | +272 | 23.31% | Q3 2026 | Nov 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,300 | 66 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CX Institutional | History | Added to | 1,231 | 63 | 0.0% | 0.0% | 191 | +4 | 0.33% | Q3 2026 | Oct 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,210 | 61 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,048 | 53 | 0.01% | 0.01% | 193 | +6 | 0.58% | Q3 2026 | Nov 03, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,000 | 53 | 0.02% | 0.03% | 194 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 738 | 43 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 719 | 42 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 648 | 38 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 610 | 35 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 614 | 35 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hanson & Doremus Investment Management | History | No change | 613 | 31 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Colonial Trust Co / SC | History | No change | 488 | 28 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAYBAN | History | No change | 464 | 27 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 506 | 25 | 0.0% | 0.0% | 203 | -5,606 | -91.72% | Q3 2026 | Oct 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 500 | 25 | 0.0% | 0.0% | 204 | -20 | -3.85% | Q3 2026 | Oct 23, 2026 |
| Hilltop National Bank | History | No change | 495 | 25 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Vision Retirement, LLC | History | No change | 394 | 23 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | Reduced | 413 | 21 | 0.0% | 0.0% | 207 | -164 | -28.42% | Q3 2026 | Oct 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 392 | 20 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Advocate Investing Services LLC | History | No change | 400 | 20 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 341 | 19 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighMark Wealth Management LLC | History | No change | 312 | 18 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 345 | 17 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Banque Transatlantique SA | History | No change | 297 | 17 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | New | 250 | 12 | 0.0% | — | 214 | +250 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 226 | 11 | 0.0% | 0.0% | 216 | +2 | 0.89% | Q3 2026 | Nov 04, 2026 |
| Colonial Trust Advisors | History | No change | 200 | 11 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 224 | 11 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | No change | 190 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Key Capital Management, INC | History | Added to | 171 | 8 | 0.0% | 0.0% | 220 | +40 | 30.53% | Q3 2026 | Nov 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 158 | 8 | 0.01% | 0.01% | 219 | -33 | -17.28% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 127 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | New | 135 | 6 | 0.0% | — | 223 | +135 | New | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 122 | 6 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 117 | 5 | 0.0% | 0.0% | 228 | -21 | -15.22% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | Added to | 104 | 5 | 0.0% | 0.0% | 226 | +3 | 2.97% | Q3 2026 | Oct 15, 2026 |
| Nemes Rush Group LLC | History | Added to | 114 | 5 | 0.0% | 0.0% | 227 | +1 | 0.88% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 101 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 82 | 4 | 0.0% | 0.0% | 231 | +11 | 15.49% | Q3 2026 | Nov 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 88 | 4 | 0.0% | 0.0% | 230 | +1 | 1.15% | Q3 2026 | Nov 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 97 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 64 | 3 | 0.0% | 0.0% | 234 | -100 | -60.98% | Q3 2026 | Nov 03, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 70 | 3 | 0.0% | 0.0% | 232 | +5 | 7.69% | Q3 2026 | Nov 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 70 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 46 | 2 | 0.0% | — | 240 | +46 | New | Q3 2026 | Nov 02, 2026 |
| High Note Wealth, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | Reduced | 27 | 1 | 0.0% | 0.0% | 245 | -216 | -88.89% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 32 | 1 | 0.0% | — | 248 | +32 | New | Q3 2026 | Nov 03, 2026 |
| Mondrian Investment Partners LTD | History | New | 30 | 1 | 0.0% | — | 247 | +30 | New | Q3 2026 | Oct 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 21 | 1 | 0.0% | 0.0% | 241 | +1 | 5.0% | Q3 2026 | Oct 27, 2026 |
| Glassman Wealth Services | History | No change | 20 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Concord Wealth Partners | History | No change | 29 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WealthCollab, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -64,580 | -100.0% | Q3 2026 | Nov 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,116 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Emerald Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,013 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.03% | — | -6,899 | -100.0% | Q3 2026 | Oct 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,254 | -100.0% | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,764 | -100.0% | Q3 2026 | Oct 21, 2026 |
| BKM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,160 | -100.0% | Q3 2026 | Oct 22, 2026 |
| VCI Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,885 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,709 | -100.0% | Q3 2026 | Oct 15, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -774 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2026 | Oct 21, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mechanics Financial Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |