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Fidelity Fndmntl L/C COR ETF (FFLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares1,719,318 from 1,618,118
Change+101,200 (+6%)
Value$101.5M (+$6.2M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,632,441 from 1,569,393
Change+63,048 (+4%)
Value$96.4M (+$4.0M)
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares1,209,081
Change+1,209,081
Value$71.4M
Filed 2026-11-06
Socha Financial Group, LLC
DECREASED
Shares604,186 from 607,941
Change-3,755 (-1%)
Value$35.7M (-$130.6K)
Filed 2026-11-03
Novem Group
INCREASED
Shares467,937 from 465,338
Change+2,599 (+1%)
Value$27.6M (+$223.3K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
INCREASED
Shares378,715 from 371,527
Change+7,188 (+2%)
Value$22.4M (+$480.2K)
Filed 2026-10-22
Tactive Advisors, LLC
INCREASED
Shares303,585 from 280,301
Change+23,284 (+8%)
Value$17.9M (+$1.4M)
Filed 2026-10-08
Schorn Wealth LLC
INCREASED
Shares287,766 from 281,873
Change+5,893 (+2%)
Value$17.0M (+$390.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares269,576 from 258,829
Change+10,747 (+4%)
Value$15.9M (+$673.6K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares196,715 from 189,023
Change+7,692 (+4%)
Value$11.6M (+$482.6K)
Filed 2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares147,234 from 142,145
Change+5,089 (+4%)
Value$8.7M (+$321.9K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares144,201 from 136,892
Change+7,309 (+5%)
Value$8.5M (+$452.2K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
DECREASED
Shares137,632 from 163,631
Change-25,999 (-16%)
Value$8.1M (-$1.5M)
Filed 2026-10-16
Dedeker Financial LLC
INCREASED
Shares119,641 from 109,171
Change+10,470 (+10%)
Value$7.1M (+$634.8K)
Filed 2026-10-23
Core Wealth Advisors, LLC
INCREASED
Shares82,816 from 61,021
Change+21,795 (+36%)
Value$4.9M (+$1.3M)
Filed 2026-11-05
Dahring | Cusmano LLC
DECREASED
Shares78,745 from 305,028
Change-226,283 (-74%)
Value$4.7M (-$13.3M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares73,207 from 66,941
Change+6,266 (+9%)
Value$4.3M (+$381.0K)
Filed 2026-11-02
Anson Capital, Inc.
DECREASED
Shares52,368 from 54,291
Change-1,923 (-4%)
Value$3.1M (-$105.4K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares50,909 from 47,921
Change+2,988 (+6%)
Value$3.0M (+$139.6K)
Filed 2026-10-26
Dana Investment Advisors, Inc.
DECREASED
Shares34,315 from 36,047
Change-1,732 (-5%)
Value$2.0M (-$96.9K)
Filed 2026-11-06
Founders Financial Securities LLC
DECREASED
Shares34,038 from 35,516
Change-1,478 (-4%)
Value$2.0M (-$82.0K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares27,436 from 26,745
Change+691 (+3%)
Value$1.6M (+$44.8K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares23,576 from 22,288
Change+1,288 (+6%)
Value$1.4M (+$79.4K)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
INCREASED
Shares23,310 from 23,224
Change+86 (+0%)
Value$1.4M (+$8.6K)
Filed 2026-11-03
Empire Life Investments Inc.
DECREASED
Shares21,350 from 21,500
Change-150 (-1%)
Value$1.3M (+$8.5K)
Filed 2026-11-06
Smith Shellnut Wilson LLC
INCREASED
Shares20,586 from 18,056
Change+2,530 (+14%)
Value$1.2M (+$152.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares19,703 from 19,663
Change+40 (+0%)
Value$1.2M (+$5.3K)
Filed 2026-10-08
Mascagni Wealth Management, Inc.
INCREASED
Shares19,614 from 18,920
Change+694 (+4%)
Value$1.2M (+$43.8K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares15,873 from 14,775
Change+1,098 (+7%)
Value$937.0K (+$67.0K)
Filed 2026-11-05
Atlas Private Wealth Advisors
INCREASED
Shares15,266 from 14,755
Change+511 (+3%)
Value$901.6K (+$32.3K)
Filed 2026-10-23
Uptick Partners, LLC
DECREASED
Shares13,764 from 13,844
Change-80 (-1%)
Value$812.9K (-$2.6K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares11,349 from 11,336
Change+13 (+0%)
Value$670.3K (+$2.5K)
Filed 2026-11-05
Westco Advisory Services Inc
DECREASED
Shares11,183 from 11,764
Change-581 (-5%)
Value$660.5K (-$32.5K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares10,862 from 10,862
Change0 (0%)
Value$641.5K (+$1.6K)
Filed 2026-10-15
New Covenant Trust Company, N.A.
DECREASED
Shares10,675 from 11,777
Change-1,102 (-9%)
Value$630.5K (-$63.3K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares10,434
Change+10,434
Value$616.2K
Filed 2026-10-21
Southland Equity Partners LLC
INCREASED
Shares9,808 from 6,115
Change+3,693 (+60%)
Value$579.3K (+$219.0K)
Filed 2026-10-14
Elm3 Financial Group, LLC
DECREASED
Shares8,871 from 8,882
Change-11 (0%)
Value$523.9K (+$707)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
INCREASED
Shares8,287 from 8,270
Change+17 (+0%)
Value$489.4K (+$2.3K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares7,736 from 7,064
Change+672 (+10%)
Value$456.9K (+$40.7K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,708 from 7,623
Change+85 (+1%)
Value$458.1K (+$4.7K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares7,359 from 7,344
Change+15 (+0%)
Value$434.6K (+$2.0K)
Filed 2026-11-05
Visionary Wealth Advisors
INCREASED
Shares6,557 from 6,543
Change+14 (+0%)
Value$387.2K (+$1.8K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares5,974 from 7,075
Change-1,101 (-16%)
Value$352.8K (-$64.0K)
Filed 2026-10-23
Clarus Group, Inc.
UNCHANGED
Shares5,714 from 5,714
Change0 (0%)
Value$337.5K (+$857)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares5,512 from 3,856
Change+1,656 (+43%)
Value$325.6K (+$98.4K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares3,677 from 4,558
Change-881 (-19%)
Value$217.2K (-$51.4K)
Filed 2026-11-02
Fifth Third Bancorp
UNCHANGED
Shares1,909 from 1,909
Change0 (0%)
Value$112.7K (+$287)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares1,428 from 1,425
Change+3 (+0%)
Value$84.3K (+$389)
Filed 2026-11-06
Buck Wealth Strategies, LLC
INCREASED
Shares1,206 from 1,203
Change+3 (+0%)
Value$71.2K (+$328)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares503 from 501
Change+2 (+0%)
Value$29.7K (+$137)
Filed 2026-11-04
Coston, McIsaac & Partners
INCREASED
Shares497 from 344
Change+153 (+44%)
Value$29.4K (+$29.4K)
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares468
Change+468
Value$27.6K
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$24.5K (+$62)
Filed 2026-10-20
High Point Wealth Management, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$18.2K (+$84)
Filed 2026-11-05
Central Pacific Bank - Trust Division
INCREASED
Shares187 from 160
Change+27 (+17%)
Value$11.0K (+$1.6K)
Filed 2026-10-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$5.7K (+$15)
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares51
Change+51
Value$3.0K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares23 from 21
Change+2 (+10%)
Value$1.4K (+$124)
Filed 2026-11-05
Decker Retirement Planning Inc.
NEW
Shares18
Change+18
Value$1.1K
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$177 ($0)
Filed 2026-10-14
Perigon Wealth Management, LLC
CLOSED
Shares0 from 3,934
Change-3,934 (-100%)
Value$0 (-$231.8K)
Filed 2026-10-22
Private Advisor Group, LLC
N/A
Shares— from 724,638
Change-724,638 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 284,689
Change-284,689 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 260,051
Change-260,051 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 259,366
Change-259,366 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 217,262
Change-217,262 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 184,959
Change-184,959 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 171,307
Change-171,307 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 132,900
Change-132,900 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 109,257
Change-109,257 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 108,465
Change-108,465 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 80,681
Change-80,681 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 79,697
Change-79,697 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 76,760
Change-76,760 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 64,351
Change-64,351 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 58,610
Change-58,610 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,412
Change-49,412 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 41,582
Change-41,582 (-100%)
Value—
FMR LLC
N/A
Shares— from 41,226
Change-41,226 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 36,614
Change-36,614 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,032
Change-34,032 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 32,909
Change-32,909 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 30,237
Change-30,237 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 26,651
Change-26,651 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 22,491
Change-22,491 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 20,628
Change-20,628 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,590
Change-18,590 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 16,815
Change-16,815 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 14,251
Change-14,251 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,095
Change-13,095 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 11,175
Change-11,175 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,264
Change-9,264 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,588
Change-8,588 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8,146
Change-8,146 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 820
Change-820 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 814
Change-814 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 320
Change-320 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 267
Change-267 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 26
Change-26 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,719,3181,618,118+101,200+6%$95.3M$101.5M+$6.2M2026-11-02
LPL Financial LLC
INCREASED1,632,4411,569,393+63,048+4%$92.5M$96.4M+$4.0M2026-11-06
Savant Capital, LLC
NEW1,209,081—+1,209,081——$71.4M—2026-11-06
Socha Financial Group, LLC
DECREASED604,186607,941-3,755-1%$35.8M$35.7M-$130.6K2026-11-03
Novem Group
INCREASED467,937465,338+2,599+1%$27.4M$27.6M+$223.3K2026-10-19
Beaumont Financial Advisors, LLC
INCREASED378,715371,527+7,188+2%$21.9M$22.4M+$480.2K2026-10-22
Tactive Advisors, LLC
INCREASED303,585280,301+23,284+8%$16.5M$17.9M+$1.4M2026-10-08
Schorn Wealth LLC
INCREASED287,766281,873+5,893+2%$16.6M$17.0M+$390.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED269,576258,829+10,747+4%$15.2M$15.9M+$673.6K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED196,715189,023+7,692+4%$11.1M$11.6M+$482.6K2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED147,234142,145+5,089+4%$8.4M$8.7M+$321.9K2026-10-09
Nations Financial Group Inc,
INCREASED144,201136,892+7,309+5%$8.1M$8.5M+$452.2K2026-11-05
Onyx Bridge Wealth Group LLC
DECREASED137,632163,631-25,999-16%$9.6M$8.1M-$1.5M2026-10-16
Dedeker Financial LLC
INCREASED119,641109,171+10,470+10%$6.4M$7.1M+$634.8K2026-10-23
Core Wealth Advisors, LLC
INCREASED82,81661,021+21,795+36%$3.6M$4.9M+$1.3M2026-11-05
Dahring | Cusmano LLC
DECREASED78,745305,028-226,283-74%$18.0M$4.7M-$13.3M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED73,20766,941+6,266+9%$3.9M$4.3M+$381.0K2026-11-02
Anson Capital, Inc.
DECREASED52,36854,291-1,923-4%$3.2M$3.1M-$105.4K2026-10-23
Triad Wealth Partners, LLC
INCREASED50,90947,921+2,988+6%$2.9M$3.0M+$139.6K2026-10-26
Dana Investment Advisors, Inc.
DECREASED34,31536,047-1,732-5%$2.1M$2.0M-$96.9K2026-11-06
Founders Financial Securities LLC
DECREASED34,03835,516-1,478-4%$2.1M$2.0M-$82.0K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED27,43626,745+691+3%$1.6M$1.6M+$44.8K2026-10-14
Oppenheimer & Co Inc
INCREASED23,57622,288+1,288+6%$1.3M$1.4M+$79.4K2026-10-26
Flagship Wealth Advisors, LLC
INCREASED23,31023,224+86+0%$1.4M$1.4M+$8.6K2026-11-03
Empire Life Investments Inc.
DECREASED21,35021,500-150-1%$1.3M$1.3M+$8.5K2026-11-06
Smith Shellnut Wilson LLC
INCREASED20,58618,056+2,530+14%$1.1M$1.2M+$152.1K2026-10-21
Farther Finance Advisors, LLC
INCREASED19,70319,663+40+0%$1.2M$1.2M+$5.3K2026-10-08
Mascagni Wealth Management, Inc.
INCREASED19,61418,920+694+4%$1.1M$1.2M+$43.8K2026-10-23
Thrivent Financial for Lutherans
INCREASED15,87314,775+1,098+7%$870.0K$937.0K+$67.0K2026-11-05
Atlas Private Wealth Advisors
INCREASED15,26614,755+511+3%$869.2K$901.6K+$32.3K2026-10-23
Uptick Partners, LLC
DECREASED13,76413,844-80-1%$815.5K$812.9K-$2.6K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED11,34911,336+13+0%$667.8K$670.3K+$2.5K2026-11-05
Westco Advisory Services Inc
DECREASED11,18311,764-581-5%$693.0K$660.5K-$32.5K2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED10,86210,86200%$639.9K$641.5K+$1.6K2026-10-15
New Covenant Trust Company, N.A.
DECREASED10,67511,777-1,102-9%$693.8K$630.5K-$63.3K2026-10-08
Root Financial Partners, LLC
NEW10,434—+10,434——$616.2K—2026-10-21
Southland Equity Partners LLC
INCREASED9,8086,115+3,693+60%$360.2K$579.3K+$219.0K2026-10-14
Elm3 Financial Group, LLC
DECREASED8,8718,882-110%$523.2K$523.9K+$7072026-10-07
Dynamic Advisor Solutions LLC
INCREASED8,2878,270+17+0%$487.2K$489.4K+$2.3K2026-10-13
Brookstone Capital Management
INCREASED7,7367,064+672+10%$416.2K$456.9K+$40.7K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED7,7087,623+85+1%$453.4K$458.1K+$4.7K2026-10-13
Moneco Advisors, LLC
INCREASED7,3597,344+15+0%$432.6K$434.6K+$2.0K2026-11-05
Visionary Wealth Advisors
INCREASED6,5576,543+14+0%$385.5K$387.2K+$1.8K2026-11-04
Sigma Planning Corp
DECREASED5,9747,075-1,101-16%$416.8K$352.8K-$64.0K2026-10-23
Clarus Group, Inc.
UNCHANGED5,7145,71400%$336.6K$337.5K+$8572026-10-21
Apollon Financial, LLC
INCREASED5,5123,856+1,656+43%$227.2K$325.6K+$98.4K2026-10-23
Creative Planning
DECREASED3,6774,558-881-19%$268.5K$217.2K-$51.4K2026-11-02
Fifth Third Bancorp
UNCHANGED1,9091,90900%$112.5K$112.7K+$2872026-11-05
Clearstead Advisors, LLC
INCREASED1,4281,425+3+0%$84.0K$84.3K+$3892026-11-06
Buck Wealth Strategies, LLC
INCREASED1,2061,203+3+0%$70.9K$71.2K+$3282026-10-28
Creative Financial Designs Inc
INCREASED503501+2+0%$29.5K$29.7K+$1372026-11-04
Coston, McIsaac & Partners
INCREASED497344+153+44%$20$29.4K+$29.4K2026-11-06
Financial Freedom, LLC
NEW468—+468——$27.6K—2026-11-06
Private Trust Co NA
UNCHANGED41441400%$24.4K$24.5K+$622026-10-20
High Point Wealth Management, LLC
UNCHANGED30830800%$18.1K$18.2K+$842026-11-05
Central Pacific Bank - Trust Division
INCREASED187160+27+17%$9.4K$11.0K+$1.6K2026-10-06
Rosenberg Matthew Hamilton
UNCHANGED969600%$5.7K$5.7K+$152026-10-05
Latitude Advisors, LLC
NEW51—+51——$3.0K—2026-10-27
Larson Financial Group LLC
INCREASED2321+2+10%$1.2K$1.4K+$1242026-11-05
Decker Retirement Planning Inc.
NEW18—+18——$1.1K—2026-10-19
Triumph Capital Management
UNCHANGED3300%$177$177$02026-10-14
Perigon Wealth Management, LLC
CLOSED03,934-3,934-100%$231.8K$0-$231.8K2026-10-22
Private Advisor Group, LLC
N/A—724,638-724,638-100%$42.7M———
Envestnet Asset Management Inc
N/A—284,689-284,689-100%$16.8M———
Huntington National Bank
N/A—260,051-260,051-100%$15.3M———
Prasad Wealth Partners, LLC
N/A—259,366-259,366-100%$15.3M———
Osaic Holdings, Inc.
N/A—217,262-217,262-100%$12.8M———
Insigneo Advisory Services, LLC
N/A—184,959-184,959-100%$10.9M———
Equitable Holdings, Inc.
N/A—171,307-171,307-100%$10.1M———
Menora Mivtachim Holdings Ltd.
N/A—132,900-132,900-100%$7.8M———
Harbour Investments, Inc.
N/A—109,257-109,257-100%$6.4M———
IFG Advisory, LLC
N/A—108,465-108,465-100%$6.4M———
CMC Financial Group
N/A—80,681-80,681-100%$4.8M———
Stratos Wealth Partners, Ltd.
N/A—79,697-79,697-100%$4.7M———
Sandhill Capital Partners LLC
N/A—76,760-76,760-100%$4.5M———
Cetera Investment Advisers
N/A—64,351-64,351-100%$3.8M———
Orion Porfolio Solutions, LLC
N/A—58,610-58,610-100%$3.5M———
MML Investors Services, LLC
N/A—49,412-49,412-100%$2.9M———
Thoroughbred Financial Services, LLC
N/A—41,582-41,582-100%$2.4M———
FMR LLC
N/A—41,226-41,226-100%$2.4M———
Stifel Financial Corp
N/A—36,614-36,614-100%$2.2M———
Citadel Advisors LLC
N/A—34,032-34,032-100%$2.0M———
Kane Investment Management, Inc.
N/A—32,909-32,909-100%$1.9M———
Essex Financial Services, Inc.
N/A—30,237-30,237-100%$1.8M———
Sanctuary Advisors, LLC
N/A—26,651-26,651-100%$1.6M———
Barnes Wealth Management Group, Inc
N/A—22,491-22,491-100%$1.3M———
GTS Securities LLC
N/A—20,628-20,628-100%$1.2M———
World Investment Advisors
N/A—18,590-18,590-100%$953.4K———
Western Wealth Management, LLC
N/A—16,815-16,815-100%$990.6K———
Per Stirling Capital Management, Llc.
N/A—14,251-14,251-100%$839.5K———
Ameritas Advisory Services, LLC
N/A—14,200-14,200-100%$836.5K———
Aptus Capital Advisors, LLC
N/A—13,095-13,095-100%$771.4K———
Morgan Stanley
N/A—11,327-11,327-100%$667.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—11,175-11,175-100%$658.3K———
Brown Advisory Inc
N/A—10,858-10,858-100%$639.6K———
Northwestern Mutual Wealth Management Co
N/A—9,347-9,347-100%$550.6K———
Raymond James Financial Inc
N/A—9,264-9,264-100%$545.7K———
Principal Securities, Inc.
N/A—8,990-8,990-100%$529.6K———
Integrated Wealth Concepts LLC
N/A—8,783-8,783-100%$517.4K———
OneAscent Financial Services LLC
N/A—8,588-8,588-100%$505.9K———
Keystone Financial Group
N/A—8,451-8,451-100%$497.8K———
Thompson David Blair
N/A—8,146-8,146-100%$479.9K———
Royal Bank of Canada
N/A—7,345-7,345-100%$433.0K———
Forefront Wealth Partners, LLC
N/A—7,057-7,057-100%$415.7K———
Florida Financial Advisors, LLC
N/A—6,073-6,073-100%$357.8K———
JPMorgan Chase & Co
N/A—5,627-5,627-100%$329.4K———
Regal Investment Advisors LLC
N/A—4,925-4,925-100%$290.1K———
HighTower Advisors, LLC
N/A—4,403-4,403-100%$259.4K———
Sound View Wealth Advisors Group, LLC
N/A—4,161-4,161-100%$245.1K———
Foundations Investment Advisors, LLC
N/A—4,086-4,086-100%$240.7K———
Strategic Investment Advisors / MI
N/A—4,062-4,062-100%$239.3K———
Berger Financial Group, Inc
N/A—3,797-3,797-100%$223.7K———
NewEdge Advisors, LLC
N/A—2,039-2,039-100%$120.1K———
O'shaughnessy Asset Management, LLC
N/A—1,280-1,280-100%$75.4K———
Arax Advisory Partners
N/A—1,091-1,091-100%$64.2K———
Qube Research & Technologies Ltd
N/A—820-820-100%$48.3K———
National Bank of Canada
N/A—814-814-100%$47.8K———
Steward Partners Investment Advisory, LLC
N/A—625-625-100%$36.8K———
Bank of Montreal
N/A—320-320-100%$18.9K———
BFC Planning, Inc.
N/A—307-307-100%$18.1K———
Regatta Research & Money Management
N/A—267-267-100%$15.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—74-74-100%$4.4K———
Measured Wealth Private Client Group, LLC
N/A—49-49-100%$2.9K———
Fiduciary Financial Advisors
N/A—26-26-100%$1.5K———
Wells Fargo & Company
N/A—00—$11———
Showing 125 of 125 institutions