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Fidelity Msci Financial Indx (FNCL)

CUSIP: 316092501 | NYSE | 734 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lido Advisors, LLC2,777,660
0.5% of portfolio›$210.3M
AGF Management LTD967,019
0.3% of portfolio›$73.2M
Commonwealth Equity Services, LLC331,463
0.0% of portfolio›$25.1M
Kestra Advisory Services, LLC262,626
0.1% of portfolio›$19.9M
Strategic Point Investment Advisors, LLC226,066
2.2% of portfolio›$17.1M
Procyon Advisors, LLC171,226
0.5% of portfolio›$13.0M
Fischer Financial Services, Inc.143,632
2.7% of portfolio›$10.9M
Thrivent Financial for Lutherans123,708
0.0% of portfolio›$9.4M
Yoder Wealth Management, Inc.104,301
3.0% of portfolio›$7.9M
Citigroup Inc96,551
0.0% of portfolio›$7.3M
Smith Salley Wealth Management59,370
0.2% of portfolio›$4.5M
Maltin Wealth Management, Inc.56,019
1.4% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.44,235
0.0% of portfolio›$3.4M
Lynch & Associates42,543
0.5% of portfolio›$3.2M
Signal Advisors Wealth, LLC37,305
0.1% of portfolio›$2.8M
Meridian Wealth Management, LLC33,427
0.1% of portfolio›$2.5M
Bank of New York Mellon Corp31,565
0.0% of portfolio›$2.4M
Kestra Private Wealth Services, LLC31,312
0.0% of portfolio›$2.4M
Harbor Asset Planning, Inc.30,583
1.7% of portfolio›$2.3M
KDK Private Wealth Management, LLC23,830
1.4% of portfolio›$1.8M
PFG Advisors23,761
0.1% of portfolio›$1.8M
Creative Planning20,601
0.0% of portfolio›$1.6M
Beaumont Financial Advisors, LLC20,287
0.1% of portfolio›$1.5M
Smith Shellnut Wilson LLC20,183
0.6% of portfolio›$1.5M
Heck Capital Advisors, LLC19,502
0.1% of portfolio›$1.5M
Brighton Jones LLC18,326
0.0% of portfolio›$1.4M
Retirement Planning Group, LLC18,055
0.0% of portfolio›$1.4M
Stonebridge Financial Group, LLC17,814
0.1% of portfolio›$1.3M
American National Bank & Trust16,938
0.1% of portfolio›$1.3M
Acorn Financial Advisory Services Inc16,480
0.2% of portfolio›$1.2M
Robertson Stephens Wealth Management, LLC14,531
0.0% of portfolio›$1.1M
Traynor Capital Management, Inc.14,264
0.0% of portfolio›$1.1M
LongView Wealth Management12,790
0.2% of portfolio›$968.5K
G2 Capital Management, LLC / OH12,479
0.2% of portfolio›$944.9K
Go Invest LLC12,252
0.2% of portfolio›$927.7K
Aspetuck Financial Management LLC10,651
0.5% of portfolio›$806.5K
Buska Wealth Management, LLC10,246
0.3% of portfolio›$775.8K
Glass Jacobson Investment Advisors llc10,165
0.2% of portfolio›$769.7K
Wealth Enhancement Advisory Services, LLC10,042
0.0% of portfolio›$772.1K
Bayshore Capital Advisors, LLC9,581
0.4% of portfolio›$725.5K
Cornerstone Management, Inc.8,841
0.1% of portfolio›$669.4K
Roxbury Financial LLC8,624
0.5% of portfolio›$653.0K
Montis Financial, LLC8,155
0.1% of portfolio›$617.5K
J.W. Cole Advisors, Inc.7,808
0.0% of portfolio›$591.2K
Simplicity Wealth,LLC7,453
0.0% of portfolio›$564.3K
RFG Advisory, LLC6,700
0.0% of portfolio›$507.3K
Mcrae Capital Management Inc6,279
0.1% of portfolio›$475.4K
WBH Advisory Inc6,272
0.0% of portfolio›$474.9K
Galvin, Gaustad & Stein, LLC6,011
0.0% of portfolio›$455.2K
Breakwater Capital Group5,967
0.1% of portfolio›$451.8K
Redwood Financial Network Corp5,748
0.2% of portfolio›$435.2K
Atria Investments, Inc5,466
0.0% of portfolio›$413.9K
Sigma Planning Corp5,415
0.0% of portfolio›$410.0K
Capital Investment Counsel, Inc5,188
0.0% of portfolio›$392.8K
Monte Financial Group, LLC5,166
0.1% of portfolio›$391.2K
Fifth Third Bancorp5,149
0.0% of portfolio›$389.9K
Valley Brook Capital Group, Inc.5,116
0.2% of portfolio›$387.4K
Mcdonald Partners LLC5,000
0.1% of portfolio›$378.6K
D.B. Root & Company, LLC4,850
0.1% of portfolio›$367.2K
Instrumental Wealth, LLC4,631
0.2% of portfolio›$350.7K
IFP Advisors, Inc4,263
0.0% of portfolio›$322.8K
Atlas Brown,Inc.4,205
0.1% of portfolio›$318.4K
StoneX Group Inc.4,064
0.0% of portfolio›$330.6K
Visionary Wealth Advisors4,021
0.0% of portfolio›$304.5K
Smith Chas P & Associates PA Cpas3,930
0.0% of portfolio›$308.3K
Paragon Private Wealth Management, LLC3,926
0.1% of portfolio›$297.3K
Independence Financial Advisors, LLC3,833
0.1% of portfolio›$290.3K
AM Investment Strategies LLC3,617
0.1% of portfolio›$274.0K
Independent Financial Group, LLC3,486
0.0% of portfolio›$264.0K
CWA Asset Management Group, LLC3,405
0.0% of portfolio›$257.8K
Farther Finance Advisors, LLC3,351
0.0% of portfolio›$253.7K
BIP Wealth, LLC3,320
0.0% of portfolio›$251.4K
Sowell Financial Services LLC3,307
0.0% of portfolio›$250.4K
Mission Wealth Management, LP3,082
0.0% of portfolio›$233.4K
Sovran Advisors, LLC3,052
0.0% of portfolio›$245.7K
KCM Investment Advisors LLC3,002
0.0% of portfolio›$227.3K
Tandem Capital Management Corp2,990
0.1% of portfolio›$226.4K
Rosenberg Matthew Hamilton2,928
0.0% of portfolio›$221.7K
Prospera Financial Services Inc2,839
0.0% of portfolio›$227.2K
Koshinski Asset Management, Inc.2,748
0.0% of portfolio›$208.1K
Valley National Advisers Inc2,267
0.0% of portfolio›$171.7K
Sage Mountain Advisors LLC1,697
0.0% of portfolio›$128.5K
Mather Group, Llc.1,517
0.0% of portfolio›$114.9K
Assetmark, Inc1,245
0.0% of portfolio›$94.3K
Parallel Advisors, LLC1,229
0.0% of portfolio›$93.1K
West Branch Capital LLC1,225
0.0% of portfolio›$92.8K
Pathway Financial Advisers, LLC1,079
0.0% of portfolio›$81.7K
TFC Financial Management, Inc.1,004
0.0% of portfolio›$76.0K
TD Waterhouse Canada Inc.1,000
0.0% of portfolio›$75.9K
Piscataqua Savings Bank743
0.0% of portfolio›$56.3K
EPG Wealth Management LLC738
0.0% of portfolio›$55.9K
Latitude Advisors, LLC684
0.0% of portfolio›$51.8K
Caldwell Trust Co600
0.0% of portfolio›$45.4K
United Community Bank582
0.0% of portfolio›$44.1K
Spirit of America Management Corp558
0.0% of portfolio›$43.5K
Beacon Investment Advisory Services, Inc.521
0.0% of portfolio›$39.5K
Financial Perspectives, Inc505
0.0% of portfolio›$38.2K
Cdkv Holdings LLC500
0.0% of portfolio›$37.9K
Decker Retirement Planning Inc.436
0.0% of portfolio›$33.0K
Capital Investment Advisory Services, LLC400
0.0% of portfolio›$30.3K
Larson Financial Group LLC350
0.0% of portfolio›$26.5K
Rossby Financial, LCC325
0.0% of portfolio›$24.6K
Tradewinds Capital Management, LLC318
0.0% of portfolio›$24.1K
High Point Wealth Management, LLC306
0.0% of portfolio›$23.1K
CX Institutional301
0.0% of portfolio›$23
Gables Capital Management Inc.283
0.0% of portfolio›$21.4K
Security National Bank265
0.0% of portfolio›$20.1K
Creative Financial Designs Inc260
0.0% of portfolio›$19.7K
Signature Resources Capital Management, LLC258
0.0% of portfolio›$19.5K
Quest 10 Wealth Builders, Inc.249
0.0% of portfolio›$18.9K
Root Financial Partners, LLC245
0.0% of portfolio›$18.6K
Physician Wealth Advisors, Inc.209
0.0% of portfolio›$15.8K
Signaturefd, LLC195
0.0% of portfolio›$14.8K
Simplex Trading, LLC156
0.0% of portfolio›$11.8K
Financial Management Professionals, Inc.137
0.0% of portfolio›$10.3K
AlphaCore Capital LLC136
0.0% of portfolio›$10.3K
Triumph Capital Management117
0.0% of portfolio›$8.9K
Main Street Group, LTD100
0.0% of portfolio›$7.6K
Spire Wealth Management100
0.0% of portfolio›$7.6K
IFS Advisors, LLC82
0.0% of portfolio›$6.2K
Pillar Financial Advisors, LLC51
0.0% of portfolio›$3.9K
Ashton Thomas Private Wealth, LLC46
0.0% of portfolio›$3.5K
Brown, Lisle Ings, Inc.41
0.0% of portfolio›$3.1K
PFS Partners, LLC40
0.0% of portfolio›$3.0K
Wolff Wiese Magana LLC39
0.0% of portfolio›$3.0K
CoreCap Advisors, LLC35
0.0% of portfolio›$2.7K
Rydar Equities, Inc.29
0.0% of portfolio›$2.2K
Central Pacific Bank - Trust Division29
0.0% of portfolio›$2.2K
Cape Investment Advisory, Inc.28
0.0% of portfolio›$2.1K
Elevated Capital Advisors, LLC25
0.0% of portfolio›$1.9K
Pflug Koory, LLC25
0.0% of portfolio›$1.9K
Birchbrook, Inc.16
0.0% of portfolio›$1.2K
Hughes Financial Services, LLC14
0.0% of portfolio›$1.1K
Blue Trust, Inc.2
0.0% of portfolio›$138
US Bancorp \de\1
0.0% of portfolio›$76
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$524.1K
StyleTurnoverLocationFiled
Lido Advisors, LLC
2,777,660$210.3M0.5%GrowthLowLos Angeles, CA2026-11-04
AGF Management LTD
967,019$73.2M0.3%GrowthHighToronto, Australia2026-11-03
Commonwealth Equity Services, LLC
331,463$25.1M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
262,626$19.9M0.1%CoreLowAustin, TX2026-11-02
Strategic Point Investment Advisors, LLC
226,066$17.1M2.2%ETFVery LowProvidence, RI2026-10-29
Procyon Advisors, LLC
171,226$13.0M0.5%CoreVery LowShelton, CT2026-10-21
Fischer Financial Services, Inc.
143,632$10.9M2.7%GrowthVery LowHarrisburg, PA2026-10-30
Thrivent Financial for Lutherans
123,708$9.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Yoder Wealth Management, Inc.
104,301$7.9M3.0%ETFLowWalnut Creek, CA2026-10-13
Citigroup Inc
96,551$7.3M0.0%CoreMediumNew York, NY2026-11-04
Smith Salley Wealth Management
59,370$4.5M0.2%GrowthLowGreensboro, NC2026-11-03
Maltin Wealth Management, Inc.
56,019$4.2M1.4%ETFMediumRidgewood, NJ2026-10-13
Cambridge Investment Research Advisors, Inc.
44,235$3.4M0.0%ETFLowFairfield, IA2026-11-02
Lynch & Associates
42,543$3.2M0.5%CoreVery LowEvansville, IN2026-10-13
Signal Advisors Wealth, LLC
37,305$2.8M0.1%ETFLowDetroit, MI2026-10-13
Meridian Wealth Management, LLC
33,427$2.5M0.1%GrowthLowLexington, KY2026-11-05
Bank of New York Mellon Corp
31,565$2.4M0.0%CoreLowNew York, NY2026-11-05
Kestra Private Wealth Services, LLC
31,312$2.4M0.0%GrowthLowAustin, TX2026-10-30
Harbor Asset Planning, Inc.
30,583$2.3M1.7%ETFVery LowBelmont, MA2026-10-23
KDK Private Wealth Management, LLC
23,830$1.8M1.4%ETFVery LowHouston, TX2026-11-03
PFG Advisors
23,761$1.8M0.1%ETFMediumPhoenix, AZ2026-10-16
Creative Planning
20,601$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Beaumont Financial Advisors, LLC
20,287$1.5M0.1%GrowthMediumNeedham, MA2026-10-22
Smith Shellnut Wilson LLC
20,183$1.5M0.6%CoreVery LowRidgeland, MS2026-10-21
Heck Capital Advisors, LLC
19,502$1.5M0.1%ETFMediumRhinelander, WI2026-10-14
Brighton Jones LLC
18,326$1.4M0.0%CoreVery LowSeattle, WA2026-11-03
Retirement Planning Group, LLC
18,055$1.4M0.0%ETFVery LowLeawood, KS2026-10-19
Stonebridge Financial Group, LLC
17,814$1.3M0.1%ETFMediumWormleysburg, PA2026-10-01
American National Bank & Trust
16,938$1.3M0.1%CoreVery LowWichita Falls, TX2026-10-07
Acorn Financial Advisory Services Inc
16,480$1.2M0.2%ETFMediumReston, VA2026-11-02
Robertson Stephens Wealth Management, LLC
14,531$1.1M0.0%ETFMediumSan Francisco, CA2026-10-16
Traynor Capital Management, Inc.
14,264$1.1M0.0%GrowthLowMalvern, PA2026-10-29
LongView Wealth Management
12,790$968.5K0.2%ETFLowAtlanta, GA2026-10-19
G2 Capital Management, LLC / OH
12,479$944.9K0.2%ETFVery LowColumbus, OH2026-10-23
Go Invest LLC
12,252$927.7K0.2%ETFN/AWest Jordan, UT2026-10-09
Aspetuck Financial Management LLC
10,651$806.5K0.5%GrowthVery LowWestport, CT2026-11-04
Buska Wealth Management, LLC
10,246$775.8K0.3%ETFMediumWausau, WI2026-10-08
Glass Jacobson Investment Advisors llc
10,165$769.7K0.2%ETFLowOwings Mills, MD2026-10-26
Wealth Enhancement Advisory Services, LLC
10,042$772.1K0.0%CoreLowPlymouth, MN2026-10-13
Bayshore Capital Advisors, LLC
9,581$725.5K0.4%YieldMediumTampa, FL2026-11-02
Cornerstone Management, Inc.
8,841$669.4K0.1%ETFVery LowDuluth, GA2026-10-16
Roxbury Financial LLC
8,624$653.0K0.5%CoreVery LowMount Arlington, NJ2026-10-01
Montis Financial, LLC
8,155$617.5K0.1%ETFLowWaltham, MA2026-11-04
J.W. Cole Advisors, Inc.
7,808$591.2K0.0%IndexLowTampa, FL2026-11-05
Simplicity Wealth,LLC
7,453$564.3K0.0%ETFLowSummit, NJ2026-10-23
RFG Advisory, LLC
6,700$507.3K0.0%ETFMediumBirmingham, AL2026-11-03
Mcrae Capital Management Inc
6,279$475.4K0.1%CoreLowMorristown, NJ2026-10-15
WBH Advisory Inc
6,272$474.9K0.0%ETFLowBaltimore, MD2026-11-05
Galvin, Gaustad & Stein, LLC
6,011$455.2K0.0%CoreMediumScottsdale, AZ2026-10-08
Breakwater Capital Group
5,967$451.8K0.1%ETFLowParamus, NJ2026-10-09
Redwood Financial Network Corp
5,748$435.2K0.2%ETFLowSolon, OH2026-11-03
Atria Investments, Inc
5,466$413.9K0.0%CoreMediumCharlotte, NC2026-10-15
Sigma Planning Corp
5,415$410.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Capital Investment Counsel, Inc
5,188$392.8K0.0%GrowthVery LowRaleigh, NC2026-10-20
Monte Financial Group, LLC
5,166$391.2K0.1%ValueMediumGuilford, CT2026-11-02
Fifth Third Bancorp
5,149$389.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Valley Brook Capital Group, Inc.
5,116$387.4K0.2%GrowthVery LowVenetia, PA2026-10-26
Mcdonald Partners LLC
5,000$378.6K0.1%CoreLowCleveland, OH2026-11-03
D.B. Root & Company, LLC
4,850$367.2K0.1%ETFLowPittsburgh, PA2026-11-04
Instrumental Wealth, LLC
4,631$350.7K0.2%ETFLowTampa, FL2026-10-20
IFP Advisors, Inc
4,263$322.8K0.0%GrowthLowTampa, FL2026-10-16
Atlas Brown,Inc.
4,205$318.4K0.1%GrowthLowLouisville, KY2026-10-09
StoneX Group Inc.
4,064$330.6K0.0%ETFMediumNew York, NY2026-11-03
Visionary Wealth Advisors
4,021$304.5K0.0%ETFLowO'Fallon, IL2026-11-04
Smith Chas P & Associates PA Cpas
3,930$308.3K0.0%CoreVery LowLakeland, FL2026-10-22
Paragon Private Wealth Management, LLC
3,926$297.3K0.1%GrowthLowLexington, KY2026-10-20
Independence Financial Advisors, LLC
3,833$290.3K0.1%ETFMediumFranklin, NH2026-10-08
AM Investment Strategies LLC
3,617$274.0K0.1%CoreVery LowChattanooga, TN2026-11-05
Independent Financial Group, LLC
3,486$264.0K0.0%GrowthLowSan Diego, CA2026-10-13
CWA Asset Management Group, LLC
3,405$257.8K0.0%CoreMediumNaples, FL2026-10-19
Farther Finance Advisors, LLC
3,351$253.7K0.0%IndexLowSan Francisco, CA2026-10-08
BIP Wealth, LLC
3,320$251.4K0.0%ETFMediumAtlanta, GA2026-10-22
Sowell Financial Services LLC
3,307$250.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Mission Wealth Management, LP
3,082$233.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Sovran Advisors, LLC
3,052$245.7K0.0%ETFMediumSan Diego, CA2026-11-02
KCM Investment Advisors LLC
3,002$227.3K0.0%CoreVery LowGreenbrae, CA2026-10-27
Tandem Capital Management Corp
2,990$226.4K0.1%CoreLowWoodcliff Lake, NJ2026-10-22
Rosenberg Matthew Hamilton
2,928$221.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Prospera Financial Services Inc
2,839$227.2K0.0%CoreMediumDallas, TX2026-11-04
Koshinski Asset Management, Inc.
2,748$208.1K0.0%ETFLowDecatur, IL2026-10-29
Valley National Advisers Inc
2,267$171.7K0.0%ETFLowBethlehem, PA2026-10-23
Sage Mountain Advisors LLC
1,697$128.5K0.0%ETFLowAtlanta, GA2026-11-02
Mather Group, Llc.
1,517$114.9K0.0%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
1,245$94.3K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
1,229$93.1K0.0%IndexLowSan Francisco, CA2026-11-03
West Branch Capital LLC
1,225$92.8K0.0%GrowthVery LowAmherst, MA2026-10-20
Pathway Financial Advisers, LLC
1,079$81.7K0.0%CoreLowAuburn, IN2026-10-27
TFC Financial Management, Inc.
1,004$76.0K0.0%ETFVery LowBoston, MA2026-10-26
TD Waterhouse Canada Inc.
1,000$75.9K0.0%CoreLowToronto, Australia2026-10-16
Piscataqua Savings Bank
743$56.3K0.0%CoreVery LowPortsmouth, NH2026-10-21
EPG Wealth Management LLC
738$55.9K0.0%GrowthLowAtlanta, GA2026-11-03
Latitude Advisors, LLC
684$51.8K0.0%ETFLowYorkville, IL2026-10-27
Caldwell Trust Co
600$45.4K0.0%GrowthLowVenice, FL2026-10-30
United Community Bank
582$44.1K0.0%CoreLowGreenville, SC2026-10-28
Spirit of America Management Corp
558$43.5K0.0%GARPLowSyosset, NY2026-10-14
Beacon Investment Advisory Services, Inc.
521$39.5K0.0%GrowthLowMorristown, NJ2026-10-13
Financial Perspectives, Inc
505$38.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Cdkv Holdings LLC
500$37.9K0.0%ETFMediumDenver, CO2026-10-28
Decker Retirement Planning Inc.
436$33.0K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Capital Investment Advisory Services, LLC
400$30.3K0.0%CoreMediumRaleigh, NC2026-10-30
Larson Financial Group LLC
350$26.5K0.0%GrowthLowSt Louis, MO2026-11-05
Rossby Financial, LCC
325$24.6K0.0%ETFMediumMelbourne, FL2026-11-05
Tradewinds Capital Management, LLC
318$24.1K0.0%ETFVery HighBellingham, WA2026-10-23
High Point Wealth Management, LLC
306$23.1K0.0%ETFLowChester, NJ2026-11-05
CX Institutional
301$230.0%CoreMediumAuburn, IN2026-10-02
Gables Capital Management Inc.
283$21.4K0.0%GrowthVery LowMiami, FL2026-11-04
Security National Bank
265$20.1K0.0%GrowthLowOmaha, NE2026-10-26
Creative Financial Designs Inc
260$19.7K0.0%ETFMediumKokomo, IN2026-11-04
Signature Resources Capital Management, LLC
258$19.5K0.0%ETFLowNewport Beach, CA2026-10-16
Quest 10 Wealth Builders, Inc.
249$18.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Root Financial Partners, LLC
245$18.6K0.0%ETFMediumEncinitas, CA2026-10-21
Physician Wealth Advisors, Inc.
209$15.8K0.0%ETFMediumMidvale, UT2026-10-20
Signaturefd, LLC
195$14.8K0.0%IndexLowAtlanta, GA2026-10-23
Simplex Trading, LLC
156$11.8K0.0%CoreVery HighChicago, IL2026-11-04
Financial Management Professionals, Inc.
137$10.3K0.0%ETFMediumAustin, TX2026-10-23
AlphaCore Capital LLC
136$10.3K0.0%ETFLowLa Jolla, CA2026-11-04
Triumph Capital Management
117$8.9K0.0%ETFMediumDenver, CO2026-10-14
Main Street Group, LTD
100$7.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Spire Wealth Management
100$7.6K0.0%GrowthMediumMclean, VA2026-10-30
IFS Advisors, LLC
82$6.2K0.0%ETFLowOverland Park, KS2026-10-14
Pillar Financial Advisors, LLC
51$3.9K0.0%ETFVery LowLouisville, KY2026-10-21
Ashton Thomas Private Wealth, LLC
46$3.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Brown, Lisle Ings, Inc.
41$3.1K0.0%CoreVery LowProvidence, RI2026-10-16
PFS Partners, LLC
40$3.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
Wolff Wiese Magana LLC
39$3.0K0.0%GrowthLowCarslbad, CA2026-10-15
CoreCap Advisors, LLC
35$2.7K0.0%ETFMediumSouthfield, MI2026-10-08
Rydar Equities, Inc.
29$2.2K0.0%CoreVery LowWeatherford, TX2026-10-13
Central Pacific Bank - Trust Division
29$2.2K0.0%CoreMediumHonolulu, HI2026-10-06
Cape Investment Advisory, Inc.
28$2.1K0.0%ETFLowMcdonough, GA2026-10-13
Elevated Capital Advisors, LLC
25$1.9K0.0%ETFMediumSandy, UT2026-11-04
Pflug Koory, LLC
25$1.9K0.0%CoreVery LowOmaha, NE2026-10-26
Birchbrook, Inc.
16$1.2K0.0%ETFLowBangor, ME2026-10-14
Hughes Financial Services, LLC
14$1.1K0.0%ETFLowHerndon, VA2026-10-30
Blue Trust, Inc.
2$1380.0%ETFLowBrentwood, TN2026-10-15
US Bancorp \de\
1$760.0%IndexLowMinneapolis, MN2026-11-05
Prairie Wealth Advisors, Inc.
0$524.1K0.1%CoreVery LowOmaha, NE2026-10-29