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Fidelity Quality Factor ETF (FQAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Orgel Wealth Management, LLC
DECREASED
Shares833,329 from 885,647
Change-52,318 (-6%)
Value$69.4M (-$2.7M)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares717,635 from 760,789
Change-43,154 (-6%)
Value$59.7M (-$2.2M)
Filed 2026-11-02
High Probability Advisors, LLC
INCREASED
Shares355,494 from 341,750
Change+13,744 (+4%)
Value$29.6M (+$1.8M)
Filed 2026-10-19
Great Lakes Retirement, Inc.
INCREASED
Shares244,939 from 244,059
Change+880 (+0%)
Value$20.4M (+$534.4K)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
INCREASED
Shares179,629 from 177,382
Change+2,247 (+1%)
Value$15.2M (+$728.7K)
Filed 2026-10-22
Beacon Financial Group
DECREASED
Shares119,510 from 129,597
Change-10,087 (-8%)
Value$9.9M (-$594.9K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares111,167 from 112,573
Change-1,406 (-1%)
Value$9.3M (+$95.6K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares105,717 from 110,357
Change-4,640 (-4%)
Value$8.8M (-$177.8K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares103,685 from 96,159
Change+7,526 (+8%)
Value$8.6M (+$808.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares62,822 from 63,636
Change-814 (-1%)
Value$5.2M (+$52.4K)
Filed 2026-11-06
Keystone Wealth Services, LLC
INCREASED
Shares54,706 from 53,922
Change+784 (+1%)
Value$4.6M (+$178.8K)
Filed 2026-11-03
OmniStar Financial Group, Inc.
DECREASED
Shares51,822 from 52,347
Change-525 (-1%)
Value$4.3M (+$55.2K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares38,872 from 38,872
Change0 (0%)
Value$3.2M ($0)
Filed 2026-11-06
Fullerton Advisors, LLC
DECREASED
Shares35,155 from 36,375
Change-1,220 (-3%)
Value$2.9M (-$32.9K)
Filed 2026-10-14
Unique Wealth, LLC
INCREASED
Shares34,249 from 34,032
Change+217 (+1%)
Value$2.9M (+$82.4K)
Filed 2026-10-16
Centerline Wealth Advisors, LLC
DECREASED
Shares32,331 from 32,734
Change-403 (-1%)
Value$2.7M (+$28.3K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares26,788 from 25,902
Change+886 (+3%)
Value$2.2M (+$122.6K)
Filed 2026-10-22
Bryant Woods Investment Advisors, LLC
INCREASED
Shares25,618 from 11,749
Change+13,869 (+118%)
Value$2.1M (+$1.2M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,834 from 20,953
Change+2,881 (+14%)
Value$2.0M (+$288.5K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,981 from 29,463
Change-7,482 (-25%)
Value$1.8M (-$567.0K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares20,851 from 20,851
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares18,861 from 15,308
Change+3,553 (+23%)
Value$1.6M (+$324.7K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares18,115 from 13,967
Change+4,148 (+30%)
Value$1.5M (+$371.7K)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares17,433 from 18,515
Change-1,082 (-6%)
Value$1.5M (-$55.0K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares15,566 from 19,815
Change-4,249 (-21%)
Value$1.3M (-$311.6K)
Filed 2026-11-02
Valmark Advisers, Inc.
DECREASED
Shares13,707 from 28,081
Change-14,374 (-51%)
Value$1.1M (-$1.1M)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares12,001 from 9,077
Change+2,924 (+32%)
Value$999.1K (+$260.6K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares11,250 from 11,236
Change+14 (+0%)
Value$937.9K (+$24.9K)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares10,967 from 9,473
Change+1,494 (+16%)
Value$913.0K (+$142.3K)
Filed 2026-10-21
Flavin Financial Services, Inc.
DECREASED
Shares10,485 from 11,450
Change-965 (-8%)
Value$872.9K (-$58.7K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares10,208 from 11,080
Change-872 (-8%)
Value$849.8K (-$51.7K)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares9,145 from 9,343
Change-198 (-2%)
Value$761.3K (+$1.2K)
Filed 2026-10-28
CRA Financial Services, LLC
INCREASED
Shares8,400 from 8,150
Change+250 (+3%)
Value$699.3K (+$36.2K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares7,686 from 5,772
Change+1,914 (+33%)
Value$639.9K (+$170.2K)
Filed 2026-11-02
Atlas Brown,Inc.
INCREASED
Shares7,289 from 7,127
Change+162 (+2%)
Value$606.8K (+$27.0K)
Filed 2026-10-09
Sigma Planning Corp
INCREASED
Shares7,147 from 7,005
Change+142 (+2%)
Value$595.0K (+$25.0K)
Filed 2026-10-23
Altfest L J & Co Inc
INCREASED
Shares6,830 from 6,821
Change+9 (+0%)
Value$568.6K (+$13.6K)
Filed 2026-10-27
Compass Financial Management LLC
NEW
Shares5,042
Change+5,042
Value$419.7K
Filed 2026-10-30
Weaver Consulting Group
INCREASED
Shares5,029 from 4,317
Change+712 (+16%)
Value$418.7K (+$67.4K)
Filed 2026-10-07
Almanack Investment Partners, Llc.
INCREASED
Shares4,868 from 4,767
Change+101 (+2%)
Value$405.2K (+$17.4K)
Filed 2026-11-03
Ascent Group, LLC
UNCHANGED
Shares4,785 from 4,785
Change0 (0%)
Value$398.4K (+$9.0K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares4,383 from 4,854
Change-471 (-10%)
Value$364.9K (-$29.4K)
Filed 2026-10-08
Beverly Hills Private Wealth, LLC
DECREASED
Shares4,339 from 4,376
Change-37 (-1%)
Value$361.2K (+$5.2K)
Filed 2026-11-04
Canandaigua National Bank & Trust Co
UNCHANGED
Shares4,296 from 4,296
Change0 (0%)
Value$357.6K (+$8.1K)
Filed 2026-10-07
MV Capital Management, Inc.
UNCHANGED
Shares4,209 from 4,209
Change0 (0%)
Value$350.4K (+$8.0K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
DECREASED
Shares4,091 from 4,231
Change-140 (-3%)
Value$340.6K (-$3.7K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,996 from 3,978
Change+18 (+0%)
Value$332.6K (+$9.0K)
Filed 2026-10-16
Colony Family Offices, LLC
INCREASED
Shares3,735 from 3,518
Change+217 (+6%)
Value$310.9K (+$24.7K)
Filed 2026-10-22
Hurlow Wealth Management Group, Inc.
INCREASED
Shares3,495 from 3,488
Change+7 (+0%)
Value$291.0K (+$7.2K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares3,437
Change+3,437
Value$286.1K
Filed 2026-10-16
True Wealth Design, LLC
DECREASED
Shares3,415 from 3,496
Change-81 (-2%)
Value$284.3K (-$139)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares3,262 from 3,256
Change+6 (+0%)
Value$271.6K (-$5.3K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED
Shares3,057 from 3,057
Change0 (0%)
Value$254.5K (+$5.8K)
Filed 2026-11-02
Brighton Jones LLC
NEW
Shares3,000
Change+3,000
Value$249.7K
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares2,709 from 15,838
Change-13,129 (-83%)
Value$225.5K (-$1.1M)
Filed 2026-10-16
Pinnacle Associates LTD
UNCHANGED
Shares2,690 from 2,690
Change0 (0%)
Value$223.9K (+$5.1K)
Filed 2026-10-20
Capital Investment Counsel, Inc
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$214.0K (+$4.9K)
Filed 2026-10-20
Truist Financial Corp
NEW
Shares2,524
Change+2,524
Value$210.1K
Filed 2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$125.5K (+$2.8K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares1,148 from 788
Change+360 (+46%)
Value$95.6K (+$31.5K)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$54.9K (+$1.2K)
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$50.0K (+$1.1K)
Filed 2026-11-05
Bfsg, LLC
DECREASED
Shares414 from 428
Change-14 (-3%)
Value$34.5K (-$376)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$34.0K (+$772)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$22.9K (+$519)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares250 from 249
Change+1 (+0%)
Value$20.9K (+$530)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$20.3K (+$461)
Filed 2026-11-03
Bayban
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$18.9K ($0)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
DECREASED
Shares230 from 3,405
Change-3,175 (-93%)
Value$19.1K (-$257.9K)
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$11.9K (+$270)
Filed 2026-10-15
Parkside Financial Bank & Trust
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$11.0K (+$249)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$10.1K (+$228)
Filed 2026-11-02
Kingdom Financial Group Llc.
NEW
Shares76
Change+76
Value$6.3K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares56
Change+56
Value$4.7K
Filed 2026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$3.5K (+$89)
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.4K (+$55)
Filed 2026-11-04
Key Capital Management, Inc
NEW
Shares21
Change+21
Value$1.7K
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (+$27)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (+$24)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares6
Change+6
Value$484
Filed 2026-10-27
Rossby Financial, LCC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$250 (+$6)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$83 (+$2)
Filed 2026-10-21
LVZ, Inc.
CLOSED
Shares0 from 16,302
Change-16,302 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 9,854
Change-9,854 (-100%)
Value$0 (-$801.7K)
Filed 2026-10-29
Midwest Financial Network, LLC
CLOSED
Shares0 from 3,187
Change-3,187 (-100%)
Value$0 (-$259.3K)
Filed 2026-10-13
RCS Financial Planning, LLC
CLOSED
Shares0 from 2,568
Change-2,568 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 463
Change-463 (-100%)
Value$0 (-$37.7K)
Filed 2026-10-23
EPG Wealth Management LLC
CLOSED
Shares0 from 401
Change-401 (-100%)
Value$0 (-$32.6K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$664)
Filed 2026-10-28
FMR LLC
N/A
Shares— from 7,086,560
Change-7,086,560 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,373,752
Change-1,373,752 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 424,404
Change-424,404 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 234,258
Change-234,258 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 163,900
Change-163,900 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 123,729
Change-123,729 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 79,427
Change-79,427 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 75,019
Change-75,019 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 72,896
Change-72,896 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 62,326
Change-62,326 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 58,474
Change-58,474 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,323
Change-57,323 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 49,410
Change-49,410 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 41,701
Change-41,701 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 38,324
Change-38,324 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 31,938
Change-31,938 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 31,329
Change-31,329 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,850
Change-26,850 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 25,813
Change-25,813 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 25,672
Change-25,672 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,994
Change-22,994 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,773
Change-18,773 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,353
Change-18,353 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 16,466
Change-16,466 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,192
Change-16,192 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,621
Change-11,621 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,052
Change-11,052 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,571
Change-9,571 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
&partners
N/A
Shares— from 7,661
Change-7,661 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,462
Change-7,462 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 607
Change-607 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 505
Change-505 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
CNB Bank
N/A
Shares— from 375
Change-375 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 347
Change-347 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 80
Change-80 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 36
Change-36 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 0
Change0
Value—
Status
Orgel Wealth Management, LLC
DECREASED833,329885,647-52,318-6%$72.1M$69.4M-$2.7M2026-10-14
Kestra Advisory Services, LLC
DECREASED717,635760,789-43,154-6%$61.9M$59.7M-$2.2M2026-11-02
High Probability Advisors, LLC
INCREASED355,494341,750+13,744+4%$27.8M$29.6M+$1.8M2026-10-19
Great Lakes Retirement, Inc.
INCREASED244,939244,059+880+0%$19.9M$20.4M+$534.4K2026-10-26
Smith Chas P & Associates PA Cpas
INCREASED179,629177,382+2,247+1%$14.4M$15.2M+$728.7K2026-10-22
Beacon Financial Group
DECREASED119,510129,597-10,087-8%$10.5M$9.9M-$594.9K2026-10-19
Commonwealth Equity Services, LLC
DECREASED111,167112,573-1,406-1%$9.2M$9.3M+$95.6K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED105,717110,357-4,640-4%$9.0M$8.8M-$177.8K2026-10-22
LPL Financial LLC
INCREASED103,68596,159+7,526+8%$7.8M$8.6M+$808.2K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED62,82263,636-814-1%$5.2M$5.2M+$52.4K2026-11-06
Keystone Wealth Services, LLC
INCREASED54,70653,922+784+1%$4.4M$4.6M+$178.8K2026-11-03
OmniStar Financial Group, Inc.
DECREASED51,82252,347-525-1%$4.3M$4.3M+$55.2K2026-10-26
Allworth Financial LP
UNCHANGED38,87238,87200%$3.2M$3.2M$02026-11-06
Fullerton Advisors, LLC
DECREASED35,15536,375-1,220-3%$3.0M$2.9M-$32.9K2026-10-14
Unique Wealth, LLC
INCREASED34,24934,032+217+1%$2.8M$2.9M+$82.4K2026-10-16
Centerline Wealth Advisors, LLC
DECREASED32,33132,734-403-1%$2.7M$2.7M+$28.3K2026-10-15
Strategic Blueprint, LLC
INCREASED26,78825,902+886+3%$2.1M$2.2M+$122.6K2026-10-22
Bryant Woods Investment Advisors, LLC
INCREASED25,61811,749+13,869+118%$956.0K$2.1M+$1.2M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED23,83420,953+2,881+14%$1.7M$2.0M+$288.5K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED21,98129,463-7,482-25%$2.4M$1.8M-$567.0K2026-11-02
PKS Advisory Services, LLC
UNCHANGED20,85120,85100%$1.7M$1.7M$02026-10-26
Breakwater Capital Group
INCREASED18,86115,308+3,553+23%$1.2M$1.6M+$324.7K2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED18,11513,967+4,148+30%$1.1M$1.5M+$371.7K2026-10-20
Lido Advisors, LLC
DECREASED17,43318,515-1,082-6%$1.5M$1.5M-$55.0K2026-11-04
Sovran Advisors, LLC
DECREASED15,56619,815-4,249-21%$1.6M$1.3M-$311.6K2026-11-02
Valmark Advisers, Inc.
DECREASED13,70728,081-14,374-51%$2.3M$1.1M-$1.1M2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED12,0019,077+2,924+32%$738.5K$999.1K+$260.6K2026-10-21
TD Waterhouse Canada Inc.
INCREASED11,25011,236+14+0%$913.0K$937.9K+$24.9K2026-10-16
Procyon Advisors, LLC
INCREASED10,9679,473+1,494+16%$770.7K$913.0K+$142.3K2026-10-21
Flavin Financial Services, Inc.
DECREASED10,48511,450-965-8%$931.6K$872.9K-$58.7K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED10,20811,080-872-8%$901.5K$849.8K-$51.7K2026-11-05
Cullen T Bankers, Inc.
DECREASED9,1459,343-198-2%$760.1K$761.3K+$1.2K2026-10-28
CRA Financial Services, LLC
INCREASED8,4008,150+250+3%$663.1K$699.3K+$36.2K2026-10-16
Creative Planning
INCREASED7,6865,772+1,914+33%$469.6K$639.9K+$170.2K2026-11-02
Atlas Brown,Inc.
INCREASED7,2897,127+162+2%$579.8K$606.8K+$27.0K2026-10-09
Sigma Planning Corp
INCREASED7,1477,005+142+2%$570.0K$595.0K+$25.0K2026-10-23
Altfest L J & Co Inc
INCREASED6,8306,821+9+0%$555.0K$568.6K+$13.6K2026-10-27
Compass Financial Management LLC
NEW5,042—+5,042——$419.7K—2026-10-30
Weaver Consulting Group
INCREASED5,0294,317+712+16%$351.2K$418.7K+$67.4K2026-10-07
Almanack Investment Partners, Llc.
INCREASED4,8684,767+101+2%$387.8K$405.2K+$17.4K2026-11-03
Ascent Group, LLC
UNCHANGED4,7854,78500%$389.3K$398.4K+$9.0K2026-10-30
Farther Finance Advisors, LLC
DECREASED4,3834,854-471-10%$394.3K$364.9K-$29.4K2026-10-08
Beverly Hills Private Wealth, LLC
DECREASED4,3394,376-37-1%$356.0K$361.2K+$5.2K2026-11-04
Canandaigua National Bank & Trust Co
UNCHANGED4,2964,29600%$349.5K$357.6K+$8.1K2026-10-07
MV Capital Management, Inc.
UNCHANGED4,2094,20900%$342.4K$350.4K+$8.0K2026-10-29
Beaumont Financial Advisors, LLC
DECREASED4,0914,231-140-3%$344.3K$340.6K-$3.7K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED3,9963,978+18+0%$323.7K$332.6K+$9.0K2026-10-16
Colony Family Offices, LLC
INCREASED3,7353,518+217+6%$286.2K$310.9K+$24.7K2026-10-22
Hurlow Wealth Management Group, Inc.
INCREASED3,4953,488+7+0%$283.8K$291.0K+$7.2K2026-10-29
Concurrent Investment Advisors, LLC
NEW3,437—+3,437——$286.1K—2026-10-16
True Wealth Design, LLC
DECREASED3,4153,496-81-2%$284.4K$284.3K-$1392026-10-13
Sweeney & Michel, LLC
INCREASED3,2623,256+6+0%$276.9K$271.6K-$5.3K2026-10-16
Cornerstone Wealth Group, LLC
UNCHANGED3,0573,05700%$248.7K$254.5K+$5.8K2026-11-02
Brighton Jones LLC
NEW3,000—+3,000——$249.7K—2026-11-03
IFP Advisors, Inc
DECREASED2,70915,838-13,129-83%$1.3M$225.5K-$1.1M2026-10-16
Pinnacle Associates LTD
UNCHANGED2,6902,69000%$218.9K$223.9K+$5.1K2026-10-20
Capital Investment Counsel, Inc
UNCHANGED2,5702,57000%$209.1K$214.0K+$4.9K2026-10-20
Truist Financial Corp
NEW2,524—+2,524——$210.1K—2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED1,5071,50700%$122.6K$125.5K+$2.8K2026-11-06
Assetmark, Inc
INCREASED1,148788+360+46%$64.1K$95.6K+$31.5K2026-10-21
Spire Wealth Management
UNCHANGED66066000%$53.7K$54.9K+$1.2K2026-10-30
Burk Holdings LLC
UNCHANGED60060000%$48.8K$50.0K+$1.1K2026-11-05
Bfsg, LLC
DECREASED414428-14-3%$34.9K$34.5K-$3762026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED40940900%$33.3K$34.0K+$7722026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED27427400%$22.3K$22.9K+$5192026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED250249+1+0%$20.3K$20.9K+$5302026-10-16
Parallel Advisors, LLC
UNCHANGED24424400%$19.9K$20.3K+$4612026-11-03
Bayban
UNCHANGED23223200%$18.9K$18.9K$02026-11-05
Silver Grove Financial Group, Inc.
DECREASED2303,405-3,175-93%$277.0K$19.1K-$257.9K2026-11-05
Blue Trust, Inc.
UNCHANGED14314300%$11.6K$11.9K+$2702026-10-15
Parkside Financial Bank & Trust
UNCHANGED13213200%$10.7K$11.0K+$2492026-10-27
Golden State Wealth Management, LLC
UNCHANGED12112100%$9.8K$10.1K+$2282026-11-02
Kingdom Financial Group Llc.
NEW76—+76——$6.3K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW56—+56——$4.7K—2026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED424200%$3.4K$3.5K+$892026-10-29
Creative Financial Designs Inc
UNCHANGED292900%$2.4K$2.4K+$552026-11-04
Key Capital Management, Inc
NEW21—+21——$1.7K—2026-11-03
Mather Group, Llc.
UNCHANGED141400%$1.1K$1.2K+$272026-10-14
Cape Investment Advisory, Inc.
UNCHANGED131300%$1.1K$1.1K+$242026-10-13
Balance Wealth Partners LLC
NEW6—+6——$484—2026-10-27
Rossby Financial, LCC
UNCHANGED3300%$244$250+$62026-11-05
Trust Co of Vermont
UNCHANGED1100%$81$83+$22026-10-21
LVZ, Inc.
CLOSED016,302-16,302-100%$1.3M$0-$1.3M2026-10-20
Elevation Capital Advisory, LLC
CLOSED09,854-9,854-100%$801.7K$0-$801.7K2026-10-29
Midwest Financial Network, LLC
CLOSED03,187-3,187-100%$259.3K$0-$259.3K2026-10-13
RCS Financial Planning, LLC
CLOSED02,568-2,568-100%$208.9K$0-$208.9K2026-10-14
Stone House Investment Management, LLC
CLOSED0463-463-100%$37.7K$0-$37.7K2026-10-23
EPG Wealth Management LLC
CLOSED0401-401-100%$32.6K$0-$32.6K2026-11-03
MCF Advisors LLC
CLOSED08-8-100%$664$0-$6642026-10-28
FMR LLC
N/A—7,086,560-7,086,560-100%$576.6M———
Envestnet Asset Management Inc
N/A—1,373,752-1,373,752-100%$111.8M———
Raffa Wealth Management, LLC
N/A—424,404-424,404-100%$34.5M———
JPMorgan Chase & Co
N/A—234,258-234,258-100%$18.9M———
Cetera Investment Advisers
N/A—163,900-163,900-100%$13.3M———
Osaic Holdings, Inc.
N/A—123,729-123,729-100%$10.1M———
Northwestern Mutual Wealth Management Co
N/A—79,427-79,427-100%$6.5M———
Royal Bank of Canada
N/A—75,019-75,019-100%$6.1M———
Raymond James Financial Inc
N/A—72,896-72,896-100%$5.9M———
Morgan Stanley
N/A—62,326-62,326-100%$5.1M———
Rockefeller Capital Management L.P.
N/A—58,474-58,474-100%$4.8M———
Susquehanna International Group, LLP
N/A—57,323-57,323-100%$4.7M———
Bank of America Corp
N/A—49,410-49,410-100%$4.0M———
Madden Advisory Services, Inc.
N/A—41,701-41,701-100%$3.4M———
Cerity Partners LLC
N/A—38,324-38,324-100%$3.1M———
Sequent Asset Management, LLC
N/A—31,938-31,938-100%$2.6M———
HRT Financial LP
N/A—31,329-31,329-100%$2.5M———
NewEdge Advisors, LLC
N/A—26,850-26,850-100%$2.2M———
Biondo Investment Advisors, LLC
N/A—25,813-25,813-100%$2.1M———
Quotient Wealth Partners, LLC
N/A—25,672-25,672-100%$2.1M———
Goldman Sachs Group Inc
N/A—22,994-22,994-100%$1.9M———
AE Wealth Management LLC
N/A—18,773-18,773-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—18,353-18,353-100%$1.5M———
Mariner, LLC
N/A—16,850-16,850-100%$1.4M———
First Trust Advisors LP
N/A—16,466-16,466-100%$1.3M———
Independent Advisor Alliance
N/A—16,192-16,192-100%$1.3M———
Citadel Advisors LLC
N/A—14,967-14,967-100%$1.2M———
Mercer Global Advisors Inc
N/A—14,952-14,952-100%$1.2M———
Hobbs Group Advisors, LLC
N/A—11,621-11,621-100%$945.5K———
Savvy Advisors, Inc.
N/A—11,052-11,052-100%$899.2K———
Jane Street Group, LLC
N/A—9,571-9,571-100%$778.7K———
Principal Securities, Inc.
N/A—8,572-8,572-100%$697.4K———
AssuredPartners Investment Advisors, LLC
N/A—7,868-7,868-100%$640.1K———
&partners
N/A—7,661-7,661-100%$270.8K———
HighTower Advisors, LLC
N/A—7,462-7,462-100%$607.2K———
World Investment Advisors
N/A—6,622-6,622-100%$525.4K———
Glen Eagle Advisors, LLC
N/A—6,437-6,437-100%$523.7K———
Pettyjohn, Wood & White, Inc
N/A—6,294-6,294-100%$512.1K———
Mutual Advisors, LLC
N/A—5,934-5,934-100%$482.8K———
Silver OAK Securities, Incorporated
N/A—5,909-5,909-100%$480.7K———
Regal Investment Advisors LLC
N/A—5,360-5,360-100%$436.1K———
RWA Wealth Partners, LLC
N/A—4,814-4,814-100%$391.7K———
O'shaughnessy Asset Management, LLC
N/A—4,703-4,703-100%$382.6K———
Flow Traders U.S. LLC
N/A—4,554-4,554-100%$371.0K———
Bank of Montreal
N/A—4,447-4,447-100%$361.8K———
Harbour Investments, Inc.
N/A—3,894-3,894-100%$316.8K———
AQR Capital Management LLC
N/A—3,853-3,853-100%$313.5K———
UBS Group AG
N/A—3,842-3,842-100%$312.6K———
FWL Investment Management, LLC
N/A—3,452-3,452-100%$280.9K———
Rehmann Capital Advisory Group
N/A—3,244-3,244-100%$264.0K———
United Capital Financial Advisors, LLC
N/A—3,036-3,036-100%$246.8K———
EP Wealth Advisors, LLC
N/A—3,008-3,008-100%$244.7K———
Johnson Investment Counsel Inc
N/A—2,989-2,989-100%$243.2K———
CFO4Life Group, LLC
N/A—2,820-2,820-100%$229.4K———
Avise Financial Cooperative, Inc.
N/A—2,800-2,800-100%$227.8K———
Twin Peaks Wealth Advisors, LLC
N/A—2,741-2,741-100%$223.0K———
Quantinno Capital Management LP
N/A—2,699-2,699-100%$219.6K———
Global Retirement Partners, LLC
N/A—2,208-2,208-100%$179.7K———
Centaurus Financial, Inc.
N/A—1,823-1,823-100%$148.0K———
Vanguard Advisers Inc
N/A—1,302-1,302-100%$105.9K———
Park Place Capital Corp
N/A—607-607-100%$49.4K———
Steward Partners Investment Advisory, LLC
N/A—531-531-100%$43.2K———
UBS Asset Management Americas LLC
N/A—516-516-100%$42.0K———
Arax Advisory Partners
N/A—505-505-100%$41.1K———
IFG Advisory, LLC
N/A—407-407-100%$33.1K———
CNB Bank
N/A—375-375-100%$30.5K———
Qube Research & Technologies Ltd
N/A—347-347-100%$28.2K———
BlackRock, Inc.
N/A—307-307-100%$25.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—105-105-100%$8.5K———
Howe & Rusling Inc
N/A—99-99-100%$8.0K———
Wells Fargo & Company
N/A—80-80-100%$6.5K———
Coppell Advisory Solutions LLC
N/A—74-74-100%$770.8K———
Tidemark, LLC
N/A—64-64-100%$5.2K———
Johnson Financial Group, Inc.
N/A—54-54-100%$4.4K———
Hantz Financial Services, Inc.
N/A—36-36-100%$3———
Logan Capital Management Inc
N/A—36-36-100%$2.9K———
LRI Investments, LLC
N/A—26-26-100%$2.1K———
JPL Wealth Management, LLC
N/A—24-24-100%$2.0K———
Continuum Advisory, LLC
N/A—22-22-100%$1.8K———
Capital Analysts, LLC
N/A—14-14-100%$1———
Fiduciary Financial Advisors
N/A—00—$0———
Showing 170 of 170 institutions