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Fidelity Small-Mid Multifact (FSMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Planning Group, LLC
INCREASED
Shares5,764,974 from 5,565,941
Change+199,033 (+4%)
Value$283.5M (-$10.7M)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares3,348,994 from 3,396,903
Change-47,909 (-1%)
Value$164.7M (-$14.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,579,080 from 1,367,259
Change+211,821 (+15%)
Value$77.6M (+$5.4M)
Filed 2026-11-06
Kestra Investment Management, LLC
INCREASED
Shares1,539,359 from 1,439,993
Change+99,366 (+7%)
Value$75.7M (-$413.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares959,448 from 485,327
Change+474,121 (+98%)
Value$47.2M (+$21.5M)
Filed 2026-11-02
GEN Financial Management, Inc.
DECREASED
Shares288,911 from 297,441
Change-8,530 (-3%)
Value$14.2M (-$1.5M)
Filed 2026-10-13
Appleton Partners Inc
INCREASED
Shares180,461 from 166,023
Change+14,438 (+9%)
Value$8.9M (+$99.0K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares177,677 from 184,870
Change-7,193 (-4%)
Value$8.7M (-$1.0M)
Filed 2026-10-08
FSA Wealth Partners, Inc.
INCREASED
Shares134,163 from 133,818
Change+345 (+0%)
Value$6.6M (-$475.5K)
Filed 2026-10-26
Evergreen Private Wealth LLC
INCREASED
Shares128,217 from 126,854
Change+1,363 (+1%)
Value$6.3M (-$399.8K)
Filed 2026-10-30
Provident Wealth Management, LLC
DECREASED
Shares119,308 from 163,496
Change-44,188 (-27%)
Value$5.9M (-$2.8M)
Filed 2026-10-20
Sterling Manor Financial, LLC
NEW
Shares101,813
Change+101,813
Value$5.0M
Filed 2026-10-21
Laurel Wealth Planning LLC
DECREASED
Shares94,972 from 98,015
Change-3,043 (-3%)
Value$4.7M (-$510.3K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares90,794 from 85,829
Change+4,965 (+6%)
Value$4.5M (-$71.7K)
Filed 2026-11-06
Trademark Financial Management, LLC
INCREASED
Shares87,626 from 85,635
Change+1,991 (+2%)
Value$4.3M (-$217.2K)
Filed 2026-10-23
Fortitude Financial, LLC
INCREASED
Shares81,415 from 79,495
Change+1,920 (+2%)
Value$4.0M (-$198.1K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares72,486 from 177,654
Change-105,168 (-59%)
Value$3.6M (-$5.8M)
Filed 2026-11-02
Emerald Advisors, LLC
INCREASED
Shares66,713 from 64,562
Change+2,151 (+3%)
Value$3.3M (-$131.8K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares61,979 from 62,141
Change-162 (0%)
Value$3.0M (-$236.6K)
Filed 2026-11-05
Novem Group
DECREASED
Shares57,090 from 57,696
Change-606 (-1%)
Value$2.8M (-$242.2K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares51,955 from 26,377
Change+25,578 (+97%)
Value$2.6M (+$1.2M)
Filed 2026-10-16
Money Concepts Capital Corp
INCREASED
Shares50,292 from 39,373
Change+10,919 (+28%)
Value$2.5M (+$392.0K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares47,390 from 746,717
Change-699,327 (-94%)
Value$2.3M (-$37.1M)
Filed 2026-10-15
Schuylkill Financial LLC
DECREASED
Shares43,069 from 44,336
Change-1,267 (-3%)
Value$2.1M (-$225.5K)
Filed 2026-10-21
Kuhn & Co Investment Counsel
INCREASED
Shares39,883 from 38,916
Change+967 (+2%)
Value$2.0M (-$95.7K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares37,544 from 36,183
Change+1,361 (+4%)
Value$1.8M (-$66.2K)
Filed 2026-10-22
Riverbend Wealth Management, LLC
INCREASED
Shares36,480 from 31,302
Change+5,178 (+17%)
Value$1.8M (+$139.4K)
Filed 2026-10-15
Mascagni Wealth Management, Inc.
INCREASED
Shares35,766 from 31,137
Change+4,629 (+15%)
Value$1.8M (+$113.0K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares34,591 from 34,667
Change-76 (0%)
Value$1.7M (-$131.3K)
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares33,272 from 73,474
Change-40,202 (-55%)
Value$1.7M (-$2.2M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares31,211 from 39,609
Change-8,398 (-21%)
Value$1.5M (-$558.7K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares30,621 from 32,869
Change-2,248 (-7%)
Value$1.5M (-$231.5K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares30,593 from 30,360
Change+233 (+1%)
Value$1.5M (-$100.3K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares29,594 from 29,349
Change+245 (+1%)
Value$1.5M (-$96.0K)
Filed 2026-10-15
Hicks Capital Management LLC
UNCHANGED
Shares29,341 from 29,341
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares28,960 from 22,243
Change+6,717 (+30%)
Value$1.4M (+$248.4K)
Filed 2026-11-06
BG Investment Services, LLC
INCREASED
Shares27,231 from 24,674
Change+2,557 (+10%)
Value$1.3M (+$34.7K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares25,761 from 21,921
Change+3,840 (+18%)
Value$1.3M (+$108.2K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares23,927 from 18,018
Change+5,909 (+33%)
Value$1.2M (+$224.2K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares23,830 from 19,868
Change+3,962 (+20%)
Value$1.2M (+$121.7K)
Filed 2026-10-30
Roxbury Financial LLC
DECREASED
Shares23,459 from 23,776
Change-317 (-1%)
Value$1.2M (-$103.1K)
Filed 2026-10-01
Summit Financial Wealth Advisors, LLC
INCREASED
Shares20,568 from 17,015
Change+3,553 (+21%)
Value$1.0M (+$112.1K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,214 from 15,175
Change+5,039 (+33%)
Value$1.0M (+$222.2K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares18,327 from 17,034
Change+1,293 (+8%)
Value$901.2K (+$896)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares16,216 from 16,187
Change+29 (+0%)
Value$797.3K (-$58.1K)
Filed 2026-11-06
Cedar Point Capital Partners, LLC
INCREASED
Shares15,820 from 15,224
Change+596 (+4%)
Value$777.8K (-$26.8K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares14,688 from 14,360
Change+328 (+2%)
Value$722.2K (-$36.7K)
Filed 2026-10-22
Diversify Advisory Services, LLC
DECREASED
Shares14,615 from 14,873
Change-258 (-2%)
Value$727.9K (-$30.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares14,615 from 14,873
Change-258 (-2%)
Value$727.9K (-$30.0K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares14,604 from 12,974
Change+1,630 (+13%)
Value$718.1K (+$32.4K)
Filed 2026-10-08
Breakwater Capital Group
INCREASED
Shares14,264 from 14,113
Change+151 (+1%)
Value$701.4K (-$44.5K)
Filed 2026-10-09
Savant Capital, LLC
INCREASED
Shares13,056 from 9,834
Change+3,222 (+33%)
Value$642.0K (+$122.3K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares12,698 from 5,907
Change+6,791 (+115%)
Value$624.4K (+$312.2K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares12,355 from 12,185
Change+170 (+1%)
Value$615.4K (-$6.3K)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares12,239 from 13,205
Change-966 (-7%)
Value$601.8K (-$96.1K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares12,221 from 9,959
Change+2,262 (+23%)
Value$600.9K (+$74.6K)
Filed 2026-10-29
Sweeney & Michel, LLC
INCREASED
Shares11,069 from 11,028
Change+41 (+0%)
Value$544.3K (-$33.4K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares10,759 from 10,582
Change+177 (+2%)
Value$529.0K (-$9.7K)
Filed 2026-10-20
Principle Wealth Partners LLC
INCREASED
Shares10,525 from 10,520
Change+5 (+0%)
Value$517.6K (-$38.4K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares9,710 from 605
Change+9,105 (+1505%)
Value$477.4K (+$445.5K)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$473.7K (-$17.9K)
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares9,539 from 8,864
Change+675 (+8%)
Value$469.0K (+$565)
Filed 2026-10-28
CLG LLC
DECREASED
Shares8,832 from 8,854
Change-22 (0%)
Value$434.3K (-$33.7K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares8,765 from 7,620
Change+1,145 (+15%)
Value$431.0K (+$28.3K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
NEW
Shares8,249
Change+8,249
Value$405.6K
Filed 2026-10-23
WBH Advisory Inc
UNCHANGED
Shares7,150 from 7,150
Change0 (0%)
Value$351.6K (-$26.3K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares6,391 from 6,304
Change+87 (+1%)
Value$314.3K (-$18.9K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED
Shares6,107 from 6,107
Change0 (0%)
Value$300.3K (-$22.5K)
Filed 2026-10-09
New England Private Wealth Advisors LLC
INCREASED
Shares5,713 from 5,692
Change+21 (+0%)
Value$280.9K (-$8.9K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares5,662 from 4,643
Change+1,019 (+22%)
Value$278.4K (+$33.0K)
Filed 2026-11-04
PCG Asset Management, LLC
NEW
Shares5,630
Change+5,630
Value$276.8K
Filed 2026-11-05
Calamos Wealth Management LLC
INCREASED
Shares5,014 from 4,562
Change+452 (+10%)
Value$246.5K (+$5.4K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares4,951 from 4,935
Change+16 (+0%)
Value$243.5K (-$17.3K)
Filed 2026-10-27
Urban Wealth Management, LLC
DECREASED
Shares4,698 from 5,276
Change-578 (-11%)
Value$231.0K (-$47.8K)
Filed 2026-10-21
Diversified Portfolios, Inc.
DECREASED
Shares4,571 from 5,554
Change-983 (-18%)
Value$224.8K (-$68.8K)
Filed 2026-11-04
Kathmere Capital Management, LLC
UNCHANGED
Shares4,130 from 4,130
Change0 (0%)
Value$203.1K (-$15.2K)
Filed 2026-10-20
Financial Consulate, Inc
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$117.5K (-$8.8K)
Filed 2026-10-23
High Point Wealth Management, LLC
INCREASED
Shares2,366 from 2,357
Change+9 (+0%)
Value$116.3K (-$8.2K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$106.6K (-$8.0K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares2,045 from 1,986
Change+59 (+3%)
Value$108.1K (+$3.2K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares1,814
Change+1,814
Value$89.2K
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$74.0K (-$5.5K)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares1,150 from 1,146
Change+4 (+0%)
Value$56.6K (-$4.0K)
Filed 2026-11-06
Noble Wealth Management PBC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.2K (-$3.7K)
Filed 2026-10-01
Creative Financial Designs Inc
DECREASED
Shares925 from 982
Change-57 (-6%)
Value$45.5K (-$6.4K)
Filed 2026-11-04
Toth Financial Advisory Corp
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$31.7K (-$2.4K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$28.4K (-$2.1K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares350 from 2,483
Change-2,133 (-86%)
Value$17.2K (-$114.0K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares311 from 388
Change-77 (-20%)
Value$15.3K (-$5.2K)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares206
Change+206
Value$10.1K
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares112
Change+112
Value$5.5K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$5.5K (-$408)
Filed 2026-11-04
Buck Wealth Strategies, LLC
NEW
Shares109
Change+109
Value$5.4K
Filed 2026-10-28
Capital Investment Advisory Services, LLC
NEW
Shares109
Change+109
Value$5.4K
Filed 2026-10-30
Key Capital Management, Inc
NEW
Shares108
Change+108
Value$5.3K
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$4.5K (-$335)
Filed 2026-11-02
Adirondack Trust Co
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.4K (-$257)
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.5K (-$179)
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.4K (-$179)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.1K (-$155)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.6K (-$122)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.6K (-$100)
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares31
Change+31
Value$1.5K
Filed 2026-11-03
Aspect Partners, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (-$92)
Filed 2026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.1K (-$81)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
NEW
Shares8
Change+8
Value$393
Filed 2026-11-03
Mission Wealth Management, LP
CLOSED
Shares0 from 6,837
Change-6,837 (-100%)
Value$0 (-$361.3K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-21
Ascent Group, LLC
CLOSED
Shares0 from 3,957
Change-3,957 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-30
Asset Dedication, LLC
CLOSED
Shares0 from 469
Change-469 (-100%)
Value$0 (-$24.8K)
Filed 2026-11-03
Russell Investments Group, Ltd.
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$423)
Filed 2026-10-15
Kings Path Partners LLC
UNCHANGED
Shares0 from 0
Change0
Value$2 ($0)
Filed 2026-10-21
FMR LLC
N/A
Shares— from 16,109,104
Change-16,109,104 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,369,532
Change-2,369,532 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,355,242
Change-1,355,242 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 867,190
Change-867,190 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 616,638
Change-616,638 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 595,405
Change-595,405 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 565,584
Change-565,584 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 481,970
Change-481,970 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 460,977
Change-460,977 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 406,742
Change-406,742 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 356,575
Change-356,575 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 354,956
Change-354,956 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 353,428
Change-353,428 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 248,292
Change-248,292 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 246,489
Change-246,489 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 200,971
Change-200,971 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 197,968
Change-197,968 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 186,664
Change-186,664 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 164,967
Change-164,967 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 149,284
Change-149,284 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 90,309
Change-90,309 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 88,818
Change-88,818 (-100%)
Value—
&partners
N/A
Shares— from 61,151
Change-61,151 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 60,138
Change-60,138 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 54,633
Change-54,633 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 49,700
Change-49,700 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 46,753
Change-46,753 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 38,238
Change-38,238 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 37,294
Change-37,294 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 34,170
Change-34,170 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,431
Change-33,431 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,603
Change-27,603 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 26,986
Change-26,986 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 25,255
Change-25,255 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 24,957
Change-24,957 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,973
Change-23,973 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 18,555
Change-18,555 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,174
Change-18,174 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 16,961
Change-16,961 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,672
Change-15,672 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,548
Change-14,548 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,395
Change-13,395 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,405
Change-12,405 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 10,902
Change-10,902 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,879
Change-8,879 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,771
Change-4,771 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 513
Change-513 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 470
Change-470 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 301
Change-301 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 12
Change-12 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Retirement Planning Group, LLC
INCREASED5,764,9745,565,941+199,033+4%$294.2M$283.5M-$10.7M2026-10-19
Commonwealth Equity Services, LLC
DECREASED3,348,9943,396,903-47,909-1%$179.5M$164.7M-$14.9M2026-11-02
LPL Financial LLC
INCREASED1,579,0801,367,259+211,821+15%$72.3M$77.6M+$5.4M2026-11-06
Kestra Investment Management, LLC
INCREASED1,539,3591,439,993+99,366+7%$76.1M$75.7M-$413.3K2026-11-04
Kestra Advisory Services, LLC
INCREASED959,448485,327+474,121+98%$25.6M$47.2M+$21.5M2026-11-02
GEN Financial Management, Inc.
DECREASED288,911297,441-8,530-3%$15.7M$14.2M-$1.5M2026-10-13
Appleton Partners Inc
INCREASED180,461166,023+14,438+9%$8.8M$8.9M+$99.0K2026-10-30
Farther Finance Advisors, LLC
DECREASED177,677184,870-7,193-4%$9.8M$8.7M-$1.0M2026-10-08
FSA Wealth Partners, Inc.
INCREASED134,163133,818+345+0%$7.1M$6.6M-$475.5K2026-10-26
Evergreen Private Wealth LLC
INCREASED128,217126,854+1,363+1%$6.7M$6.3M-$399.8K2026-10-30
Provident Wealth Management, LLC
DECREASED119,308163,496-44,188-27%$8.6M$5.9M-$2.8M2026-10-20
Sterling Manor Financial, LLC
NEW101,813—+101,813——$5.0M—2026-10-21
Laurel Wealth Planning LLC
DECREASED94,97298,015-3,043-3%$5.2M$4.7M-$510.3K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED90,79485,829+4,965+6%$4.5M$4.5M-$71.7K2026-11-06
Trademark Financial Management, LLC
INCREASED87,62685,635+1,991+2%$4.5M$4.3M-$217.2K2026-10-23
Fortitude Financial, LLC
INCREASED81,41579,495+1,920+2%$4.2M$4.0M-$198.1K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED72,486177,654-105,168-59%$9.4M$3.6M-$5.8M2026-11-02
Emerald Advisors, LLC
INCREASED66,71364,562+2,151+3%$3.4M$3.3M-$131.8K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED61,97962,141-1620%$3.3M$3.0M-$236.6K2026-11-05
Novem Group
DECREASED57,09057,696-606-1%$3.0M$2.8M-$242.2K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED51,95526,377+25,578+97%$1.4M$2.6M+$1.2M2026-10-16
Money Concepts Capital Corp
INCREASED50,29239,373+10,919+28%$2.1M$2.5M+$392.0K2026-11-06
Atria Investments, Inc
DECREASED47,390746,717-699,327-94%$39.5M$2.3M-$37.1M2026-10-15
Schuylkill Financial LLC
DECREASED43,06944,336-1,267-3%$2.3M$2.1M-$225.5K2026-10-21
Kuhn & Co Investment Counsel
INCREASED39,88338,916+967+2%$2.1M$2.0M-$95.7K2026-10-29
Strategic Blueprint, LLC
INCREASED37,54436,183+1,361+4%$1.9M$1.8M-$66.2K2026-10-22
Riverbend Wealth Management, LLC
INCREASED36,48031,302+5,178+17%$1.7M$1.8M+$139.4K2026-10-15
Mascagni Wealth Management, Inc.
INCREASED35,76631,137+4,629+15%$1.6M$1.8M+$113.0K2026-10-23
IFP Advisors, Inc
DECREASED34,59134,667-760%$1.8M$1.7M-$131.3K2026-10-16
Thrivent Financial for Lutherans
DECREASED33,27273,474-40,202-55%$3.9M$1.7M-$2.2M2026-11-05
Wealthcare Advisory Partners LLC
DECREASED31,21139,609-8,398-21%$2.1M$1.5M-$558.7K2026-10-21
Visionary Wealth Advisors
DECREASED30,62132,869-2,248-7%$1.7M$1.5M-$231.5K2026-11-04
Independent Financial Group, LLC
INCREASED30,59330,360+233+1%$1.6M$1.5M-$100.3K2026-10-13
Global Financial Private Client, LLC
INCREASED29,59429,349+245+1%$1.6M$1.5M-$96.0K2026-10-15
Hicks Capital Management LLC
UNCHANGED29,34129,34100%$1.6M$1.6M$02026-10-20
Merit Financial Group, LLC
INCREASED28,96022,243+6,717+30%$1.2M$1.4M+$248.4K2026-11-06
BG Investment Services, LLC
INCREASED27,23124,674+2,557+10%$1.3M$1.3M+$34.7K2026-10-23
Creative Planning
INCREASED25,76121,921+3,840+18%$1.2M$1.3M+$108.2K2026-11-02
Bank of New York Mellon Corp
INCREASED23,92718,018+5,909+33%$952.3K$1.2M+$224.2K2026-11-05
Spire Wealth Management
INCREASED23,83019,868+3,962+20%$1.1M$1.2M+$121.7K2026-10-30
Roxbury Financial LLC
DECREASED23,45923,776-317-1%$1.3M$1.2M-$103.1K2026-10-01
Summit Financial Wealth Advisors, LLC
INCREASED20,56817,015+3,553+21%$899.2K$1.0M+$112.1K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED20,21415,175+5,039+33%$782.9K$1.0M+$222.2K2026-10-13
Focus Financial Network, Inc.
INCREASED18,32717,034+1,293+8%$900.3K$901.2K+$8962026-10-14
PNC Financial Services Group, Inc.
INCREASED16,21616,187+29+0%$855.5K$797.3K-$58.1K2026-11-06
Cedar Point Capital Partners, LLC
INCREASED15,82015,224+596+4%$804.6K$777.8K-$26.8K2026-10-29
Perigon Wealth Management, LLC
INCREASED14,68814,360+328+2%$758.9K$722.2K-$36.7K2026-10-22
Diversify Advisory Services, LLC
DECREASED14,61514,873-258-2%$757.9K$727.9K-$30.0K2026-10-20
Diversify Wealth Management, LLC
DECREASED14,61514,873-258-2%$757.9K$727.9K-$30.0K2026-10-20
CoreCap Advisors, LLC
INCREASED14,60412,974+1,630+13%$685.7K$718.1K+$32.4K2026-10-08
Breakwater Capital Group
INCREASED14,26414,113+151+1%$745.9K$701.4K-$44.5K2026-10-09
Savant Capital, LLC
INCREASED13,0569,834+3,222+33%$519.7K$642.0K+$122.3K2026-11-06
RFG Advisory, LLC
INCREASED12,6985,907+6,791+115%$312.2K$624.4K+$312.2K2026-11-03
Chicago Partners Investment Group LLC
INCREASED12,35512,185+170+1%$621.7K$615.4K-$6.3K2026-10-27
Golden State Wealth Management, LLC
DECREASED12,23913,205-966-7%$697.9K$601.8K-$96.1K2026-11-02
Vise Technologies, Inc.
INCREASED12,2219,959+2,262+23%$526.3K$600.9K+$74.6K2026-10-29
Sweeney & Michel, LLC
INCREASED11,06911,028+41+0%$577.6K$544.3K-$33.4K2026-10-16
Mayfair Advisory Group, LLC
INCREASED10,75910,582+177+2%$538.8K$529.0K-$9.7K2026-10-20
Principle Wealth Partners LLC
INCREASED10,52510,520+5+0%$556.0K$517.6K-$38.4K2026-11-02
US Bancorp \de\
INCREASED9,710605+9,105+1505%$32.0K$477.4K+$445.5K2026-11-05
Foster Victor Wealth Advisors, LLC
UNCHANGED9,6009,60000%$491.5K$473.7K-$17.9K2026-10-21
Cullen T Bankers, Inc.
INCREASED9,5398,864+675+8%$468.5K$469.0K+$5652026-10-28
CLG LLC
DECREASED8,8328,854-220%$468.0K$434.3K-$33.7K2026-10-13
Brighton Jones LLC
INCREASED8,7657,620+1,145+15%$402.7K$431.0K+$28.3K2026-11-03
Kingswood Wealth Advisors, LLC
NEW8,249—+8,249——$405.6K—2026-10-23
WBH Advisory Inc
UNCHANGED7,1507,15000%$377.9K$351.6K-$26.3K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED6,3916,304+87+1%$333.2K$314.3K-$18.9K2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED6,1076,10700%$322.8K$300.3K-$22.5K2026-10-09
New England Private Wealth Advisors LLC
INCREASED5,7135,692+21+0%$289.8K$280.9K-$8.9K2026-10-19
Lido Advisors, LLC
INCREASED5,6624,643+1,019+22%$245.4K$278.4K+$33.0K2026-11-04
PCG Asset Management, LLC
NEW5,630—+5,630——$276.8K—2026-11-05
Calamos Wealth Management LLC
INCREASED5,0144,562+452+10%$241.1K$246.5K+$5.4K2026-11-02
Investmark Advisory Group LLC
INCREASED4,9514,935+16+0%$260.8K$243.5K-$17.3K2026-10-27
Urban Wealth Management, LLC
DECREASED4,6985,276-578-11%$278.8K$231.0K-$47.8K2026-10-21
Diversified Portfolios, Inc.
DECREASED4,5715,554-983-18%$293.5K$224.8K-$68.8K2026-11-04
Kathmere Capital Management, LLC
UNCHANGED4,1304,13000%$218.2K$203.1K-$15.2K2026-10-20
Financial Consulate, Inc
UNCHANGED2,3902,39000%$126.3K$117.5K-$8.8K2026-10-23
High Point Wealth Management, LLC
INCREASED2,3662,357+9+0%$124.6K$116.3K-$8.2K2026-11-05
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,1682,16800%$114.6K$106.6K-$8.0K2026-10-20
Allworth Financial LP
INCREASED2,0451,986+59+3%$104.9K$108.1K+$3.2K2026-11-06
Root Financial Partners, LLC
NEW1,814—+1,814——$89.2K—2026-10-21
Assetmark, Inc
UNCHANGED1,5041,50400%$79.5K$74.0K-$5.5K2026-10-21
Clearstead Advisors, LLC
INCREASED1,1501,146+4+0%$60.6K$56.6K-$4.0K2026-11-06
Noble Wealth Management PBC
UNCHANGED1,0001,00000%$52.9K$49.2K-$3.7K2026-10-01
Creative Financial Designs Inc
DECREASED925982-57-6%$51.9K$45.5K-$6.4K2026-11-04
Toth Financial Advisory Corp
UNCHANGED64564500%$34.1K$31.7K-$2.4K2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED57857800%$30.5K$28.4K-$2.1K2026-10-27
Fifth Third Bancorp
DECREASED3502,483-2,133-86%$131.2K$17.2K-$114.0K2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED311388-77-20%$20.5K$15.3K-$5.2K2026-10-26
Center for Financial Planning, Inc.
NEW206—+206——$10.1K—2026-10-26
Latitude Advisors, LLC
NEW112—+112——$5.5K—2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED11111100%$5.9K$5.5K-$4082026-11-04
Buck Wealth Strategies, LLC
NEW109—+109——$5.4K—2026-10-28
Capital Investment Advisory Services, LLC
NEW109—+109——$5.4K—2026-10-30
Key Capital Management, Inc
NEW108—+108——$5.3K—2026-11-03
Westside Investment Management, Inc.
UNCHANGED919100%$4.8K$4.5K-$3352026-11-02
Adirondack Trust Co
UNCHANGED707000%$3.7K$3.4K-$2572026-10-14
Abound Wealth Management
UNCHANGED515100%$2.7K$2.5K-$1792026-10-26
Mather Group, Llc.
UNCHANGED494900%$2.6K$2.4K-$1792026-10-14
Private Trust Co NA
UNCHANGED424200%$2.2K$2.1K-$1552026-10-20
Parkside Financial Bank & Trust
UNCHANGED333300%$1.7K$1.6K-$1222026-10-27
Mosley Wealth Management
UNCHANGED333300%$1.7K$1.6K-$1002026-10-16
Ascentis Wealth Management, LLC
NEW31—+31——$1.5K—2026-11-03
Aspect Partners, LLC
UNCHANGED252500%$1.3K$1.2K-$922026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED232300%$1.2K$1.1K-$812026-10-29
Ashton Thomas Private Wealth, LLC
NEW8—+8——$393—2026-11-03
Mission Wealth Management, LP
CLOSED06,837-6,837-100%$361.3K$0-$361.3K2026-10-15
OpenArc Corporate Advisory, LLC
CLOSED04,000-4,000-100%$211.4K$0-$211.4K2026-10-21
Ascent Group, LLC
CLOSED03,957-3,957-100%$209.1K$0-$209.1K2026-10-30
Asset Dedication, LLC
CLOSED0469-469-100%$24.8K$0-$24.8K2026-11-03
Russell Investments Group, Ltd.
CLOSED0116-116-100%$6.1K$0-$6.1K2026-11-06
AdvisorNet Financial, Inc
CLOSED08-8-100%$423$0-$4232026-10-15
Kings Path Partners LLC
UNCHANGED000—$2$2$02026-10-21
FMR LLC
N/A—16,109,104-16,109,104-100%$851.4M———
Envestnet Asset Management Inc
N/A—2,369,532-2,369,532-100%$125.2M———
Bank of America Corp
N/A—1,355,242-1,355,242-100%$71.6M———
Sanctuary Advisors, LLC
N/A—867,190-867,190-100%$45.8M———
Advocacy Wealth Management, LLC
N/A—616,638-616,638-100%$32.6M———
Stifel Financial Corp
N/A—595,405-595,405-100%$31.5M———
Cetera Investment Advisers
N/A—565,584-565,584-100%$29.9M———
OneDigital Investment Advisors LLC
N/A—481,970-481,970-100%$25.5M———
Raymond James Financial Inc
N/A—460,977-460,977-100%$24.4M———
Osaic Holdings, Inc.
N/A—406,742-406,742-100%$21.5M———
Liberty Square Wealth Partners LLC
N/A—356,575-356,575-100%$18.8M———
Northwestern Mutual Wealth Management Co
N/A—354,956-354,956-100%$18.8M———
Goldstone Financial Group, LLC
N/A—353,428-353,428-100%$18.7M———
AssuredPartners Investment Advisors, LLC
N/A—248,292-248,292-100%$13.1M———
Presper Financial Architects, LLC
N/A—246,489-246,489-100%$13.0M———
Steward Partners Investment Advisory, LLC
N/A—200,971-200,971-100%$10.6M———
Prasad Wealth Partners, LLC
N/A—197,968-197,968-100%$10.5M———
MML Investors Services, LLC
N/A—186,664-186,664-100%$9.9M———
Bravera Wealth
N/A—164,967-164,967-100%$8.7M———
Advisory Services Network, LLC
N/A—149,284-149,284-100%$7.9M———
Faithward Advisors, LLC
N/A—90,309-90,309-100%$4.8M———
Royal Bank of Canada
N/A—88,818-88,818-100%$4.7M———
&partners
N/A—61,151-61,151-100%$3.2M———
Mercer Global Advisors Inc
N/A—60,138-60,138-100%$3.2M———
AE Wealth Management LLC
N/A—54,633-54,633-100%$2.9M———
Two Sigma Investments, LP
N/A—49,700-49,700-100%$2.6M———
Van Hulzen Asset Management, LLC
N/A—46,753-46,753-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—38,238-38,238-100%$2.0M———
Gladstone Institutional Advisory LLC
N/A—37,294-37,294-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—34,170-34,170-100%$1.8M———
Equitable Holdings, Inc.
N/A—33,431-33,431-100%$1.8M———
Goldman Sachs Group Inc
N/A—27,603-27,603-100%$1.5M———
SHP Wealth Management
N/A—26,986-26,986-100%$1.4M———
Private Advisor Group, LLC
N/A—25,255-25,255-100%$1.3M———
Nova Wealth Management, Inc.
N/A—24,957-24,957-100%$1.3M———
JPMorgan Chase & Co
N/A—23,973-23,973-100%$1.3M———
Capital Analysts, LLC
N/A—18,555-18,555-100%$975.0K———
Envestnet Portfolio Solutions, Inc.
N/A—18,174-18,174-100%$960.5K———
Rehmann Capital Advisory Group
N/A—16,961-16,961-100%$896.4K———
Foundations Investment Advisors, LLC
N/A—15,672-15,672-100%$828.3K———
Morgan Stanley
N/A—14,548-14,548-100%$768.9K———
Stratos Wealth Partners, Ltd.
N/A—13,395-13,395-100%$708.0K———
Ameriprise Financial Inc
N/A—12,405-12,405-100%$655.6K———
Mariner, LLC
N/A—12,235-12,235-100%$646.6K———
Thoroughbred Financial Services, LLC
N/A—12,001-12,001-100%$634.0K———
Balanced Rock Investment Advisors LLC
N/A—10,902-10,902-100%$576.2K———
Commerce Bank
N/A—9,642-9,642-100%$509.6K———
Huntington National Bank
N/A—8,879-8,879-100%$469.3K———
United Capital Financial Advisors, LLC
N/A—8,429-8,429-100%$445.9K———
Principal Securities, Inc.
N/A—8,220-8,220-100%$434.4K———
Stratos Investment Management, LLC
N/A—7,950-7,950-100%$420.2K———
Arkadios Wealth Advisors
N/A—7,070-7,070-100%$373.6K———
HighTower Advisors, LLC
N/A—7,066-7,066-100%$373.5K———
Gateway Wealth Partners, LLC
N/A—6,725-6,725-100%$355.4K———
NewEdge Advisors, LLC
N/A—6,530-6,530-100%$345.1K———
MAI Capital Management
N/A—6,517-6,517-100%$344.4K———
AQR Capital Management LLC
N/A—5,392-5,392-100%$285.0K———
LaSalle St. Investment Advisors, LLC
N/A—5,113-5,113-100%$270.2K———
Global Retirement Partners, LLC
N/A—4,901-4,901-100%$259.0K———
Citadel Advisors LLC
N/A—4,869-4,869-100%$257.3K———
Cozad Asset Management Inc
N/A—4,771-4,771-100%$252.1K———
Belpointe Asset Management LLC
N/A—4,705-4,705-100%$248.7K———
EP Wealth Advisors, LLC
N/A—4,342-4,342-100%$229.5K———
Susquehanna International Group, LLP
N/A—4,195-4,195-100%$221.7K———
Curi Capital, LLC
N/A—4,175-4,175-100%$220.6K———
Mutual Advisors, LLC
N/A—3,945-3,945-100%$208.5K———
World Investment Advisors
N/A—3,844-3,844-100%$203.2K———
PlanVest Financial, Inc
N/A—3,475-3,475-100%$183.7K———
UBS Group AG
N/A—3,067-3,067-100%$162.1K———
BlackRock, Inc.
N/A—2,559-2,559-100%$135.3K———
Arax Advisory Partners
N/A—2,190-2,190-100%$115.8K———
Smartleaf Asset Management LLC
N/A—1,876-1,876-100%$98.4K———
Caitlin John, LLC
N/A—1,500-1,500-100%$79.3K———
Blair William & Co
N/A—1,214-1,214-100%$64.2K———
O'shaughnessy Asset Management, LLC
N/A—938-938-100%$49.6K———
Dunhill Financial, LLC
N/A—609-609-100%$32.2K———
Wells Fargo & Company
N/A—513-513-100%$27.1K———
Bank of Montreal
N/A—470-470-100%$24.8K———
Harbour Investments, Inc.
N/A—419-419-100%$22.1K———
Hantz Financial Services, Inc.
N/A—336-336-100%$18———
Vanguard Advisers Inc
N/A—301-301-100%$15.9K———
BFC Planning, Inc.
N/A—254-254-100%$13.4K———
Harborfront Financial Group LLC
N/A—184-184-100%$9.7K———
IFG Advisory, LLC
N/A—151-151-100%$8.0K———
Godfrey Financial Associates, Inc.
N/A—135-135-100%$7.1K———
Private Wealth Asset Management, LLC
N/A—59-59-100%$3.1K———
Atlantic Union Bankshares Corp
N/A—12-12-100%$635———
Jones Financial Companies Lllp
N/A—2-2-100%$105———
Showing 201 of 201 institutions