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Fidelity Crypto Indu & Dgtl (FDIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares39,883 from 39,294
Change+589 (+2%)
Value$1.7M (+$1.8K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares26,300 from 26,300
Change0 (0%)
Value$1.1M (-$15.4K)
Filed 2026-10-16
Diversify Advisory Services, LLC
NEW
Shares20,622
Change+20,622
Value$786.5K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares20,622
Change+20,622
Value$786.5K
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares17,047 from 40,690
Change-23,643 (-58%)
Value$718.4K (-$1.0M)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED
Shares12,290 from 11,565
Change+725 (+6%)
Value$518.0K (+$23.8K)
Filed 2026-10-27
Traynor Capital Management, Inc.
UNCHANGED
Shares12,126 from 12,126
Change0 (0%)
Value$511.0K (-$7.1K)
Filed 2026-10-29
SC&H Financial Advisors, Inc.
INCREASED
Shares6,054 from 6,052
Change+2 (+0%)
Value$255.1K (-$3.5K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares5,395 from 5,305
Change+90 (+2%)
Value$227.4K (+$681)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares4,887 from 5,087
Change-200 (-4%)
Value$205.9K (-$11.4K)
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$69.7K (-$967)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$55.5K ($0)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$37.2K (-$498)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$22.0K (-$305)
Filed 2026-10-08
Manchester Capital Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$21.5K (+$141)
Filed 2026-10-22
Barrett & Company, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$19.0K (-$263)
Filed 2026-10-22
US Bancorp \de\
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$15.1K (-$209)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares155
Change+155
Value$6.5K
Filed 2026-10-09
Jnba Financial Advisors
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$5.1K (-$71)
Filed 2026-11-03
Abound Wealth Management
NEW
Shares109
Change+109
Value$4.6K
Filed 2026-10-26
Creative Financial Designs Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.0K (-$27)
Filed 2026-11-04
Harbour Investments, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.2K (-$17)
Filed 2026-11-09
Larson Financial Group LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.2K (-$16)
Filed 2026-11-05
Darwin Wealth Management, LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-09
Roxbury Financial LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-01
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$585.1K (-$11.3K)
Filed 2026-10-29
Financial Engines Advisors L.L.C.
N/A
Shares— from 89,777
Change-89,777 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 88,406
Change-88,406 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 69,537
Change-69,537 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 59,400
Change-59,400 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 46,410
Change-46,410 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,006
Change-15,006 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,615
Change-13,615 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,598
Change-12,598 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,928
Change-11,928 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,957
Change-7,957 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 590
Change-590 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 540
Change-540 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
UBS Group AG
N/A
Shares— from 188
Change-188 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 156
Change-156 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 155
Change-155 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED39,88339,294+589+2%$1.7M$1.7M+$1.8K2026-11-02
Cyndeo Wealth Partners, LLC
UNCHANGED26,30026,30000%$1.1M$1.1M-$15.4K2026-10-16
Diversify Advisory Services, LLC
NEW20,622—+20,622——$786.5K—2026-10-20
Diversify Wealth Management, LLC
NEW20,622—+20,622——$786.5K—2026-10-20
Commonwealth Equity Services, LLC
DECREASED17,04740,690-23,643-58%$1.7M$718.4K-$1.0M2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED12,29011,565+725+6%$494.2K$518.0K+$23.8K2026-10-27
Traynor Capital Management, Inc.
UNCHANGED12,12612,12600%$518.1K$511.0K-$7.1K2026-10-29
SC&H Financial Advisors, Inc.
INCREASED6,0546,052+2+0%$258.6K$255.1K-$3.5K2026-10-14
Creative Planning
INCREASED5,3955,305+90+2%$226.7K$227.4K+$6812026-11-02
LPL Financial LLC
DECREASED4,8875,087-200-4%$217.3K$205.9K-$11.4K2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED1,6541,65400%$70.7K$69.7K-$9672026-10-26
Allworth Financial LP
UNCHANGED1,3001,30000%$55.5K$55.5K$02026-11-06
Birchwood Financial Partners, Inc.
UNCHANGED88388300%$37.7K$37.2K-$4982026-11-02
Farther Finance Advisors, LLC
UNCHANGED52352300%$22.4K$22.0K-$3052026-10-08
Manchester Capital Management LLC
UNCHANGED50050000%$21.4K$21.5K+$1412026-10-22
Barrett & Company, Inc.
UNCHANGED45045000%$19.2K$19.0K-$2632026-10-22
US Bancorp \de\
UNCHANGED35835800%$15.3K$15.1K-$2092026-11-05
GK Wealth Management LLC
NEW155—+155——$6.5K—2026-10-09
Jnba Financial Advisors
UNCHANGED12112100%$5.2K$5.1K-$712026-11-03
Abound Wealth Management
NEW109—+109——$4.6K—2026-10-26
Creative Financial Designs Inc
UNCHANGED474700%$2.0K$2.0K-$272026-11-04
Harbour Investments, Inc.
UNCHANGED292900%$1.3K$1.2K-$172026-11-09
Larson Financial Group LLC
UNCHANGED292900%$1.2K$1.2K-$162026-11-05
Darwin Wealth Management, LLC
CLOSED0148-148-100%$6.3K$0-$6.3K2026-11-09
Roxbury Financial LLC
CLOSED082-82-100%$3.5K$0-$3.5K2026-10-01
Ashton Thomas Private Wealth, LLC
CLOSED032-32-100%$1.4K$0-$1.4K2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$596.4K$585.1K-$11.3K2026-10-29
Financial Engines Advisors L.L.C.
N/A—89,777-89,777-100%$3.8M———
Jane Street Group, LLC
N/A—88,406-88,406-100%$3.8M———
Bank of America Corp
N/A—69,537-69,537-100%$3.0M———
Citadel Advisors LLC
N/A—59,400-59,400-100%$2.5M———
AE Wealth Management LLC
N/A—46,410-46,410-100%$2.0M———
Old Mission Capital LLC
N/A—18,082-18,082-100%$772.6K———
Cerity Partners LLC
N/A—15,006-15,006-100%$641.2K———
HRT Financial LP
N/A—13,615-13,615-100%$581.0K———
NewEdge Advisors, LLC
N/A—12,598-12,598-100%$538.3K———
Sanctuary Advisors, LLC
N/A—11,928-11,928-100%$509.7K———
Savvy Advisors, Inc.
N/A—10,121-10,121-100%$432.5K———
GWN Securities Inc.
N/A—7,957-7,957-100%$340.0K———
Arax Advisory Partners
N/A—5,889-5,889-100%$251.6K———
FMR LLC
N/A—2,566-2,566-100%$109.7K———
Steward Partners Investment Advisory, LLC
N/A—2,148-2,148-100%$91.8K———
Aptus Capital Advisors, LLC
N/A—1,513-1,513-100%$64.7K———
JPMorgan Chase & Co
N/A—1,403-1,403-100%$61.3K———
Fiduciary Financial Advisors
N/A—590-590-100%$25.2K———
Northwestern Mutual Wealth Management Co
N/A—540-540-100%$23.1K———
BFC Planning, Inc.
N/A—404-404-100%$17.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—404-404-100%$17.2K———
Global Retirement Partners, LLC
N/A—399-399-100%$17.0K———
UBS Group AG
N/A—188-188-100%$8.0K———
Morgan Stanley
N/A—156-156-100%$6.7K———
SHP Wealth Management
N/A—155-155-100%$6.6K———
Rockefeller Capital Management L.P.
N/A—59-59-100%$2.5K———
Qube Research & Technologies Ltd
N/A—10-10-100%$427———
Wells Fargo & Company
N/A—1-1-100%$50———
Showing 55 of 55 institutions