Fidelity Intl VAL Fact ETF (FIVA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

INCREASED

Shares1,603,716 from 1,525,685

Change+78,031 (+5%)

Value$61.0M (+$2.3M)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares422,039 from 394,853

Change+27,186 (+7%)

Value$16.1M (+$848.8K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares236,049 from 185,272

Change+50,777 (+27%)

Value$9.0M (+$1.8M)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

NEW

Shares220,450

Change+220,450

Value$8.4M

Filed 2026-10-16

Summit Wealth Group LLC / Co

DECREASED

Shares210,084 from 220,817

Change-10,733 (-5%)

Value$8.0M (-$512.2K)

Filed 2026-10-29

Holland Advisory Services, Inc.

INCREASED

Shares186,053 from 184,197

Change+1,856 (+1%)

Value$7.1M (-$16.0K)

Filed 2026-10-26

D.A. Davidson & Co.

INCREASED

Shares183,461 from 178,078

Change+5,383 (+3%)

Value$7.0M (+$121.1K)

Filed 2026-10-28

OmniStar Financial Group, Inc.

INCREASED

Shares156,107 from 145,704

Change+10,403 (+7%)

Value$5.9M (+$327.3K)

Filed 2026-10-26

Midwest Financial Network, LLC

INCREASED

Shares120,822 from 35,525

Change+85,297 (+240%)

Value$4.6M (+$3.2M)

Filed 2026-10-13

Braeburn Wealth Management LLC

DECREASED

Shares110,384 from 112,099

Change-1,715 (-2%)

Value$4.2M (-$117.9K)

Filed 2026-10-15

Roan Capital Partners

INCREASED

Shares101,306 from 100,174

Change+1,132 (+1%)

Value$3.9M (-$4.0K)

Filed 2026-10-09

Cadent Capital Advisors, LLC

INCREASED

Shares77,691 from 77,443

Change+248 (+0%)

Value$3.0M (-$27.0K)

Filed 2026-10-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares62,604 from 62,432

Change+172 (+0%)

Value$2.4M (-$72.8K)

Filed 2026-10-13

Evergreen Capital Management LLC

UNCHANGED

Shares35,825 from 35,825

Change0 (0%)

Value$1.4M (-$16.8K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares31,028 from 36,954

Change-5,926 (-16%)

Value$1.2M (-$242.0K)

Filed 2026-11-02

Align Financial, LLC

DECREASED

Shares27,970 from 28,086

Change-116 (0%)

Value$1.1M (-$17.6K)

Filed 2026-10-16

Compound Planning, Inc.

DECREASED

Shares26,664 from 29,998

Change-3,334 (-11%)

Value$1.0M (-$141.0K)

Filed 2026-11-05

Patriot Financial Group Insurance Agency, LLC

INCREASED

Shares21,230 from 21,077

Change+153 (+1%)

Value$807.8K (-$4.1K)

Filed 2026-10-14

HBK Sorce Advisory LLC

UNCHANGED

Shares17,076 from 17,076

Change0 (0%)

Value$652.6K (-$27.2K)

Filed 2026-11-06

Money Concepts Capital Corp

INCREASED

Shares10,454 from 7,010

Change+3,444 (+49%)

Value$397.8K (+$127.8K)

Filed 2026-11-06

Focus Financial Network, Inc.

INCREASED

Shares10,448 from 10,383

Change+65 (+1%)

Value$397.5K (-$2.4K)

Filed 2026-10-14

Clarity Asset Management, Inc.

INCREASED

Shares9,937 from 9,779

Change+158 (+2%)

Value$378.1K (+$1.4K)

Filed 2026-10-14

Accelerate Investment Advisors LLC

INCREASED

Shares9,610 from 8,129

Change+1,481 (+18%)

Value$365.7K (+$52.5K)

Filed 2026-11-02

RDA Financial Network

INCREASED

Shares8,563 from 7,190

Change+1,373 (+19%)

Value$325.8K (+$48.9K)

Filed 2026-10-15

Asset Allocation Strategies LLC

INCREASED

Shares8,018 from 7,934

Change+84 (+1%)

Value$305.1K (-$520)

Filed 2026-10-20

ShoreHaven Wealth Partners, LLC

INCREASED

Shares7,675 from 6,361

Change+1,314 (+21%)

Value$292.0K (+$47.0K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

DECREASED

Shares7,258 from 7,817

Change-559 (-7%)

Value$276.2K (-$24.9K)

Filed 2026-11-05

Prosperity Planning, Inc.

UNCHANGED

Shares5,889 from 5,889

Change0 (0%)

Value$224.1K (-$2.8K)

Filed 2026-10-09

Koshinski Asset Management, Inc.

DECREASED

Shares5,550 from 5,554

Change-4 (0%)

Value$211.2K (-$2.8K)

Filed 2026-10-29

Uptick Partners, LLC

NEW

Shares5,397

Change+5,397

Value$205.4K

Filed 2026-11-04

Spire Wealth Management

INCREASED

Shares3,439 from 3,239

Change+200 (+6%)

Value$130.9K (+$6.1K)

Filed 2026-10-30

Flagship Wealth Advisors, LLC

DECREASED

Shares2,956 from 6,972

Change-4,016 (-58%)

Value$112.5K (-$156.1K)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares2,631 from 2,124

Change+507 (+24%)

Value$100.1K (+$18.3K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares2,255 from 3,255

Change-1,000 (-31%)

Value$85.8K (-$39.6K)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares1,462 from 1,462

Change0 (0%)

Value$56.3K ($0)

Filed 2026-11-06

KFG LLC

NEW

Shares1,018

Change+1,018

Value$38.7K

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares590 from 590

Change0 (0%)

Value$22.5K (-$277)

Filed 2026-10-21

Key FInancial Inc

NEW

Shares455

Change+455

Value$17.3K

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares452 from 130

Change+322 (+248%)

Value$17.2K (+$12.2K)

Filed 2026-10-16

Lodestone Wealth Management LLC

NEW

Shares413

Change+413

Value$15.7K

Filed 2026-10-14

CoreCap Advisors, LLC

UNCHANGED

Shares268 from 268

Change0 (0%)

Value$10.2K (-$126)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares186

Change+186

Value$7.1K

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares167 from 167

Change0 (0%)

Value$6.4K (-$79)

Filed 2026-11-05

Mather Group, Llc.

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$3.4K (-$34)

Filed 2026-10-14

Key Capital Management, Inc

NEW

Shares72

Change+72

Value$2.7K

Filed 2026-11-03

Bfsg, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.8K (-$21)

Filed 2026-10-30

Simplex Trading, LLC

DECREASED

Shares35 from 133

Change-98 (-74%)

Value$1.3K (-$3.8K)

Filed 2026-11-04

Ascentis Wealth Management, LLC

NEW

Shares5

Change+5

Value$190

Filed 2026-11-03

Burk Holdings LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$129 (-$2)

Filed 2026-11-05

Kings Path Partners LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$32 ($0)

Filed 2026-10-21

RCS Financial Planning, LLC

CLOSED

Shares0 from 25,944

Change-25,944 (-100%)

Value$0 (-$999.4K)

Filed 2026-10-14

Fifth Third Securities, Inc.

CLOSED

Shares0 from 5,416

Change-5,416 (-100%)

Value$0 (-$208.6K)

Filed 2026-10-21

Krilogy Financial LLC

CLOSED

Shares0 from 5,231

Change-5,231 (-100%)

Value$0 (-$201.5K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 2,515

Change-2,515 (-100%)

Value$0 (-$97.8K)

Filed 2026-10-16

Cullen T Bankers, Inc.

CLOSED

Shares0 from 235

Change-235 (-100%)

Value$0 (-$9.1K)

Filed 2026-10-28

AdvisorNet Financial, Inc

CLOSED

Shares0 from 124

Change-124 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-15

Citigroup Inc

CLOSED

Shares0 from 120

Change-120 (-100%)

Value$0 (-$4.6K)

Filed 2026-11-04

Kozak & Associates, Inc.

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-29

Avion Wealth

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 ($0)

Filed 2026-11-04

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 (-$16)

Filed 2026-11-06

FMR LLC

N/A

Shares— from 1,490,416

Change-1,490,416 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 493,842

Change-493,842 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 386,552

Change-386,552 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 244,555

Change-244,555 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 220,463

Change-220,463 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 218,506

Change-218,506 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 128,403

Change-128,403 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 67,320

Change-67,320 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 50,249

Change-50,249 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 49,083

Change-49,083 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 45,347

Change-45,347 (-100%)

Value—

&partners

N/A

Shares— from 43,794

Change-43,794 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 42,865

Change-42,865 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 40,843

Change-40,843 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 34,445

Change-34,445 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 30,967

Change-30,967 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 29,423

Change-29,423 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 20,644

Change-20,644 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 19,591

Change-19,591 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 18,188

Change-18,188 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 15,135

Change-15,135 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,883

Change-8,883 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,768

Change-8,768 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,876

Change-7,876 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 7,122

Change-7,122 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 5,996

Change-5,996 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,398

Change-4,398 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,650

Change-3,650 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,835

Change-2,835 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,903

Change-1,903 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,631

Change-1,631 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 590

Change-590 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 562

Change-562 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 488

Change-488 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 296

Change-296 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 80

Change-80 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 40

Change-40 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 18

Change-18 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6

Change-6 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	1,603,716	1,525,685	+78,031	+5%	$58.8M	$61.0M	+$2.3M	2026-11-02
LPL Financial LLC	INCREASED	422,039	394,853	+27,186	+7%	$15.2M	$16.1M	+$848.8K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	236,049	185,272	+50,777	+27%	$7.1M	$9.0M	+$1.8M	2026-11-02
Concurrent Investment Advisors, LLC	NEW	220,450	—	+220,450	—	—	$8.4M	—	2026-10-16
Summit Wealth Group LLC / Co	DECREASED	210,084	220,817	-10,733	-5%	$8.5M	$8.0M	-$512.2K	2026-10-29
Holland Advisory Services, Inc.	INCREASED	186,053	184,197	+1,856	+1%	$7.1M	$7.1M	-$16.0K	2026-10-26
D.A. Davidson & Co.	INCREASED	183,461	178,078	+5,383	+3%	$6.9M	$7.0M	+$121.1K	2026-10-28
OmniStar Financial Group, Inc.	INCREASED	156,107	145,704	+10,403	+7%	$5.6M	$5.9M	+$327.3K	2026-10-26
Midwest Financial Network, LLC	INCREASED	120,822	35,525	+85,297	+240%	$1.4M	$4.6M	+$3.2M	2026-10-13
Braeburn Wealth Management LLC	DECREASED	110,384	112,099	-1,715	-2%	$4.3M	$4.2M	-$117.9K	2026-10-15
Roan Capital Partners	INCREASED	101,306	100,174	+1,132	+1%	$3.9M	$3.9M	-$4.0K	2026-10-09
Cadent Capital Advisors, LLC	INCREASED	77,691	77,443	+248	+0%	$3.0M	$3.0M	-$27.0K	2026-10-09
Wealth Enhancement Advisory Services, LLC	INCREASED	62,604	62,432	+172	+0%	$2.4M	$2.4M	-$72.8K	2026-10-13
Evergreen Capital Management LLC	UNCHANGED	35,825	35,825	0	0%	$1.4M	$1.4M	-$16.8K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	31,028	36,954	-5,926	-16%	$1.4M	$1.2M	-$242.0K	2026-11-02
Align Financial, LLC	DECREASED	27,970	28,086	-116	0%	$1.1M	$1.1M	-$17.6K	2026-10-16
Compound Planning, Inc.	DECREASED	26,664	29,998	-3,334	-11%	$1.2M	$1.0M	-$141.0K	2026-11-05
Patriot Financial Group Insurance Agency, LLC	INCREASED	21,230	21,077	+153	+1%	$811.9K	$807.8K	-$4.1K	2026-10-14
HBK Sorce Advisory LLC	UNCHANGED	17,076	17,076	0	0%	$679.8K	$652.6K	-$27.2K	2026-11-06
Money Concepts Capital Corp	INCREASED	10,454	7,010	+3,444	+49%	$270.0K	$397.8K	+$127.8K	2026-11-06
Focus Financial Network, Inc.	INCREASED	10,448	10,383	+65	+1%	$400.0K	$397.5K	-$2.4K	2026-10-14
Clarity Asset Management, Inc.	INCREASED	9,937	9,779	+158	+2%	$376.7K	$378.1K	+$1.4K	2026-10-14
Accelerate Investment Advisors LLC	INCREASED	9,610	8,129	+1,481	+18%	$313.1K	$365.7K	+$52.5K	2026-11-02
RDA Financial Network	INCREASED	8,563	7,190	+1,373	+19%	$277.0K	$325.8K	+$48.9K	2026-10-15
Asset Allocation Strategies LLC	INCREASED	8,018	7,934	+84	+1%	$305.6K	$305.1K	-$520	2026-10-20
ShoreHaven Wealth Partners, LLC	INCREASED	7,675	6,361	+1,314	+21%	$245.0K	$292.0K	+$47.0K	2026-10-16
J.W. Cole Advisors, Inc.	DECREASED	7,258	7,817	-559	-7%	$301.1K	$276.2K	-$24.9K	2026-11-05
Prosperity Planning, Inc.	UNCHANGED	5,889	5,889	0	0%	$226.8K	$224.1K	-$2.8K	2026-10-09
Koshinski Asset Management, Inc.	DECREASED	5,550	5,554	-4	0%	$213.9K	$211.2K	-$2.8K	2026-10-29
Uptick Partners, LLC	NEW	5,397	—	+5,397	—	—	$205.4K	—	2026-11-04
Spire Wealth Management	INCREASED	3,439	3,239	+200	+6%	$124.8K	$130.9K	+$6.1K	2026-10-30
Flagship Wealth Advisors, LLC	DECREASED	2,956	6,972	-4,016	-58%	$268.6K	$112.5K	-$156.1K	2026-11-03
Fifth Third Bancorp	INCREASED	2,631	2,124	+507	+24%	$81.8K	$100.1K	+$18.3K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	2,255	3,255	-1,000	-31%	$125.4K	$85.8K	-$39.6K	2026-10-08
Allworth Financial LP	UNCHANGED	1,462	1,462	0	0%	$56.3K	$56.3K	$0	2026-11-06
KFG LLC	NEW	1,018	—	+1,018	—	—	$38.7K	—	2026-11-02
Assetmark, Inc	UNCHANGED	590	590	0	0%	$22.7K	$22.5K	-$277	2026-10-21
Key FInancial Inc	NEW	455	—	+455	—	—	$17.3K	—	2026-11-02
IFP Advisors, Inc	INCREASED	452	130	+322	+248%	$5.0K	$17.2K	+$12.2K	2026-10-16
Lodestone Wealth Management LLC	NEW	413	—	+413	—	—	$15.7K	—	2026-10-14
CoreCap Advisors, LLC	UNCHANGED	268	268	0	0%	$10.3K	$10.2K	-$126	2026-10-08
Root Financial Partners, LLC	NEW	186	—	+186	—	—	$7.1K	—	2026-10-21
US Bancorp \de\	UNCHANGED	167	167	0	0%	$6.4K	$6.4K	-$79	2026-11-05
Mather Group, Llc.	UNCHANGED	90	90	0	0%	$3.5K	$3.4K	-$34	2026-10-14
Key Capital Management, Inc	NEW	72	—	+72	—	—	$2.7K	—	2026-11-03
Bfsg, LLC	UNCHANGED	46	46	0	0%	$1.8K	$1.8K	-$21	2026-10-30
Simplex Trading, LLC	DECREASED	35	133	-98	-74%	$5.1K	$1.3K	-$3.8K	2026-11-04
Ascentis Wealth Management, LLC	NEW	5	—	+5	—	—	$190	—	2026-11-03
Burk Holdings LLC	UNCHANGED	3	3	0	0%	$131	$129	-$2	2026-11-05
Kings Path Partners LLC	UNCHANGED	1	1	0	0%	$32	$32	$0	2026-10-21
RCS Financial Planning, LLC	CLOSED	0	25,944	-25,944	-100%	$999.4K	$0	-$999.4K	2026-10-14
Fifth Third Securities, Inc.	CLOSED	0	5,416	-5,416	-100%	$208.6K	$0	-$208.6K	2026-10-21
Krilogy Financial LLC	CLOSED	0	5,231	-5,231	-100%	$201.5K	$0	-$201.5K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	2,515	-2,515	-100%	$97.8K	$0	-$97.8K	2026-10-16
Cullen T Bankers, Inc.	CLOSED	0	235	-235	-100%	$9.1K	$0	-$9.1K	2026-10-28
AdvisorNet Financial, Inc	CLOSED	0	124	-124	-100%	$4.8K	$0	-$4.8K	2026-10-15
Citigroup Inc	CLOSED	0	120	-120	-100%	$4.6K	$0	-$4.6K	2026-11-04
Kozak & Associates, Inc.	CLOSED	0	30	-30	-100%	$1.2K	$0	-$1.2K	2026-10-29
Avion Wealth	CLOSED	0	19	-19	-100%	$0	$0	$0	2026-11-04
PNC Financial Services Group, Inc.	CLOSED	0	0	0	—	$16	$0	-$16	2026-11-06
FMR LLC	N/A	—	1,490,416	-1,490,416	-100%	$57.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	493,842	-493,842	-100%	$19.0M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	386,552	-386,552	-100%	$14.9M	—	—	—
Cetera Investment Advisers	N/A	—	244,555	-244,555	-100%	$9.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	220,463	-220,463	-100%	$8.5M	—	—	—
Royal Bank of Canada	N/A	—	218,506	-218,506	-100%	$8.4M	—	—	—
JPMorgan Chase & Co	N/A	—	128,403	-128,403	-100%	$4.9M	—	—	—
Bank of America Corp	N/A	—	67,320	-67,320	-100%	$2.6M	—	—	—
SEI Investments Co	N/A	—	50,249	-50,249	-100%	$1.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	49,083	-49,083	-100%	$1.9M	—	—	—
Mariner, LLC	N/A	—	45,347	-45,347	-100%	$1.7M	—	—	—
&partners	N/A	—	43,794	-43,794	-100%	$2.1M	—	—	—
Raymond James Financial Inc	N/A	—	42,865	-42,865	-100%	$1.7M	—	—	—
Inspire Advisors, LLC	N/A	—	40,843	-40,843	-100%	$1.6M	—	—	—
Benjamin Edwards Inc	N/A	—	34,445	-34,445	-100%	$1.3M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	30,967	-30,967	-100%	$1.2M	—	—	—
Johnson Investment Counsel Inc	N/A	—	29,423	-29,423	-100%	$1.1M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	20,644	-20,644	-100%	$795.2K	—	—	—
Arkadios Wealth Advisors	N/A	—	19,591	-19,591	-100%	$754.6K	—	—	—
Principal Securities, Inc.	N/A	—	18,188	-18,188	-100%	$700.6K	—	—	—
Ameriprise Financial Inc	N/A	—	15,135	-15,135	-100%	$583.0K	—	—	—
BFC Planning, Inc.	N/A	—	13,500	-13,500	-100%	$520.0K	—	—	—
Citadel Advisors LLC	N/A	—	8,883	-8,883	-100%	$342.2K	—	—	—
Stifel Financial Corp	N/A	—	8,768	-8,768	-100%	$337.7K	—	—	—
MML Investors Services, LLC	N/A	—	7,876	-7,876	-100%	$303.4K	—	—	—
Regal Investment Advisors LLC	N/A	—	7,122	-7,122	-100%	$274.3K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	5,996	-5,996	-100%	$231.0K	—	—	—
National Bank of Canada	N/A	—	5,600	-5,600	-100%	$215.7K	—	—	—
Morgan Stanley	N/A	—	4,398	-4,398	-100%	$169.4K	—	—	—
AE Wealth Management LLC	N/A	—	3,650	-3,650	-100%	$140.6K	—	—	—
Harbour Investments, Inc.	N/A	—	2,835	-2,835	-100%	$109.2K	—	—	—
UBS Group AG	N/A	—	1,903	-1,903	-100%	$73.3K	—	—	—
IFG Advisory, LLC	N/A	—	1,631	-1,631	-100%	$62.8K	—	—	—
Bank of Montreal	N/A	—	590	-590	-100%	$22.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	562	-562	-100%	$21.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	500	-500	-100%	$19.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	488	-488	-100%	$18.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	296	-296	-100%	$11.4K	—	—	—
SHP Wealth Management	N/A	—	80	-80	-100%	$3.1K	—	—	—
Dunhill Financial, LLC	N/A	—	57	-57	-100%	$2.2K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	46	-46	-100%	$1.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	45	-45	-100%	$1.7K	—	—	—
Wells Fargo & Company	N/A	—	40	-40	-100%	$1.6K	—	—	—
Vanguard Advisers Inc	N/A	—	18	-18	-100%	$693	—	—	—
Arax Advisory Partners	N/A	—	6	-6	-100%	$239	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4	-4	-100%	$154	—	—	—

Showing 106 of 106 institutions