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Fidelity Momentum Factor ETF (FDMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares246,265 from 175,534
Change+70,731 (+40%)
Value$23.4M (+$6.1M)
Filed 2026-11-06
Portfolio Strategies, Inc.
DECREASED
Shares143,114 from 150,137
Change-7,023 (-5%)
Value$13.6M (-$1.2M)
Filed 2026-11-06
Great Lakes Retirement, Inc.
DECREASED
Shares134,356 from 137,003
Change-2,647 (-2%)
Value$12.8M (-$740.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares106,011 from 105,413
Change+598 (+1%)
Value$10.1M (-$320.0K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares90,977 from 87,063
Change+3,914 (+5%)
Value$8.5M (-$93.7K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares90,813
Change+90,813
Value$8.6M
Filed 2026-10-13
MGO One Seven LLC
NEW
Shares77,253
Change+77,253
Value$7.3M
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares70,650 from 72,098
Change-1,448 (-2%)
Value$6.7M (-$394.9K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares67,963 from 68,792
Change-829 (-1%)
Value$6.5M (-$324.3K)
Filed 2026-11-06
Advisortrust Partners, LLC
UNCHANGED
Shares51,975 from 51,975
Change0 (0%)
Value$4.9M (-$185.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares49,024 from 224,914
Change-175,890 (-78%)
Value$4.7M (-$17.5M)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares48,483 from 44,403
Change+4,080 (+9%)
Value$4.6M (+$229.2K)
Filed 2026-10-22
First Heartland Consultants, Inc.
DECREASED
Shares29,096 from 83,981
Change-54,885 (-65%)
Value$2.8M (-$5.5M)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares28,736 from 29,071
Change-335 (-1%)
Value$2.7M (-$135.6K)
Filed 2026-10-15
Midwest Financial Network, LLC
INCREASED
Shares28,278 from 11,681
Change+16,597 (+142%)
Value$2.7M (+$1.5M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,374 from 15,949
Change-575 (-4%)
Value$1.5M (-$67.2K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares13,621 from 2,157
Change+11,464 (+531%)
Value$1.3M (+$1.1M)
Filed 2026-10-21
Worth Asset Management, LLC
INCREASED
Shares13,264 from 8,303
Change+4,961 (+60%)
Value$1.3M (+$441.7K)
Filed 2026-10-07
Bryant Woods Investment Advisors, LLC
INCREASED
Shares11,955 from 11,942
Change+13 (+0%)
Value$1.1M (-$41.3K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares11,256 from 10,254
Change+1,002 (+10%)
Value$1.1M (+$58.5K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares9,703 from 11,085
Change-1,382 (-12%)
Value$921.8K (-$170.9K)
Filed 2026-11-05
Marks Group Wealth Management, Inc
DECREASED
Shares8,874 from 172,437
Change-163,563 (-95%)
Value$843.0K (-$16.2M)
Filed 2026-11-05
Keystone Wealth Services, LLC
DECREASED
Shares7,444 from 7,460
Change-16 (0%)
Value$710.4K (-$25.0K)
Filed 2026-11-03
Orgel Wealth Management, LLC
INCREASED
Shares7,116 from 6,843
Change+273 (+4%)
Value$676.0K (+$1.5K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares6,998 from 11,857
Change-4,859 (-41%)
Value$664.8K (-$501.6K)
Filed 2026-10-08
Inscription Capital, LLC
UNCHANGED
Shares6,610 from 6,610
Change0 (0%)
Value$627.9K (-$23.6K)
Filed 2026-11-02
Stonehearth Capital Management, LLC
UNCHANGED
Shares6,326 from 6,326
Change0 (0%)
Value$601.0K (-$22.6K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares5,783 from 6,811
Change-1,028 (-15%)
Value$549.4K (+$3.8K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares5,497 from 5,564
Change-67 (-1%)
Value$522.2K (-$26.2K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares4,974 from 2,858
Change+2,116 (+74%)
Value$472.6K (+$190.9K)
Filed 2026-11-02
Rockland Trust Co
INCREASED
Shares4,432 from 3,235
Change+1,197 (+37%)
Value$421.0K (+$102.2K)
Filed 2026-10-05
Valmark Advisers, Inc.
DECREASED
Shares4,000 from 6,784
Change-2,784 (-41%)
Value$380.0K (-$288.7K)
Filed 2026-11-06
Linscomb Wealth, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$380.0K (-$14.3K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares2,496 from 2,487
Change+9 (+0%)
Value$237.1K (-$8.1K)
Filed 2026-11-04
Capital Investment Counsel, Inc
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$224.2K (-$8.4K)
Filed 2026-10-20
ShoreHaven Wealth Partners, LLC
DECREASED
Shares2,349 from 2,778
Change-429 (-15%)
Value$223.2K (-$50.7K)
Filed 2026-10-16
SteelPeak Wealth, LLC
NEW
Shares2,235
Change+2,235
Value$212.3K
Filed 2026-10-16
Foronjy Financial LLC
NEW
Shares2,228
Change+2,228
Value$211.7K
Filed 2026-10-14
High Point Wealth Management, LLC
INCREASED
Shares1,023 from 1,021
Change+2 (+0%)
Value$97.2K (-$3.5K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares664 from 647
Change+17 (+3%)
Value$63.1K (-$685)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares572
Change+572
Value$54.3K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$40.8K (-$1.5K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$23.2K (-$871)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares178 from 1,414
Change-1,236 (-87%)
Value$16.9K (-$122.5K)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$16.5K (-$620)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$11.2K (-$421)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$8.2K (-$307)
Filed 2026-10-08
Community Financial Services Group, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.7K (-$61)
Filed 2026-10-15
Center for Financial Planning, Inc.
NEW
Shares52
Change+52
Value$4.9K
Filed 2026-10-26
Russell Investments Group, Ltd.
DECREASED
Shares52 from 244
Change-192 (-79%)
Value$4.9K (-$19.1K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
NEW
Shares46
Change+46
Value$4.4K
Filed 2026-10-27
First Command Advisory Services, Inc.
NEW
Shares44
Change+44
Value$4.2K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.2K (-$157)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.7K (-$139)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.9K ($0)
Filed 2026-11-06
High Note Wealth, LLC
NEW
Shares27
Change+27
Value$2.6K
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares25
Change+25
Value$2.4K
Filed 2026-10-27
Fifth Third Bancorp
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.3K (-$50)
Filed 2026-10-13
Kings Path Partners LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$512 (-$19)
Filed 2026-10-21
Elyxium Wealth, LLC
NEW
Shares1
Change+1
Value$56
Filed 2026-10-27
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 127,358
Change-127,358 (-100%)
Value$0 (-$12.6M)
Filed 2026-10-29
RCS Financial Planning, LLC
CLOSED
Shares0 from 7,983
Change-7,983 (-100%)
Value$0 (-$786.9K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 4,340
Change-4,340 (-100%)
Value$0 (-$427.8K)
Filed 2026-10-21
Sigma Planning Corp
CLOSED
Shares0 from 3,782
Change-3,782 (-100%)
Value$0 (-$372.8K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$59.4K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-04
Signaturefd, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-06
FMR LLC
N/A
Shares— from 2,731,087
Change-2,731,087 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,463,420
Change-1,463,420 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 263,839
Change-263,839 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 218,910
Change-218,910 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 106,450
Change-106,450 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 83,654
Change-83,654 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 62,971
Change-62,971 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 54,666
Change-54,666 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 49,900
Change-49,900 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 45,700
Change-45,700 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 39,016
Change-39,016 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,285
Change-32,285 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,925
Change-31,925 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,126
Change-31,126 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 27,879
Change-27,879 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,606
Change-24,606 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,532
Change-23,532 (-100%)
Value—
&partners
N/A
Shares— from 17,412
Change-17,412 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,154
Change-17,154 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,909
Change-15,909 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,464
Change-15,464 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 15,238
Change-15,238 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,375
Change-11,375 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 10,787
Change-10,787 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,026
Change-9,026 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,740
Change-8,740 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,519
Change-4,519 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 879
Change-879 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 446
Change-446 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Blair William & Co
N/A
Shares— from 220
Change-220 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 164
Change-164 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
UBS Group AG
N/A
Shares— from 83
Change-83 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 67
Change-67 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 57
Change-57 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15
Change-15 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
LPL Financial LLC
INCREASED246,265175,534+70,731+40%$17.3M$23.4M+$6.1M2026-11-06
Portfolio Strategies, Inc.
DECREASED143,114150,137-7,023-5%$14.8M$13.6M-$1.2M2026-11-06
Great Lakes Retirement, Inc.
DECREASED134,356137,003-2,647-2%$13.5M$12.8M-$740.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED106,011105,413+598+1%$10.4M$10.1M-$320.0K2026-11-02
Mosley Wealth Management
INCREASED90,97787,063+3,914+5%$8.6M$8.5M-$93.7K2026-10-16
B. Riley Wealth Advisors, Inc.
NEW90,813—+90,813——$8.6M—2026-10-13
MGO One Seven LLC
NEW77,253—+77,253——$7.3M—2026-10-28
Commonwealth Equity Services, LLC
DECREASED70,65072,098-1,448-2%$7.1M$6.7M-$394.9K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED67,96368,792-829-1%$6.8M$6.5M-$324.3K2026-11-06
Advisortrust Partners, LLC
UNCHANGED51,97551,97500%$5.1M$4.9M-$185.6K2026-11-02
Kestra Advisory Services, LLC
DECREASED49,024224,914-175,890-78%$22.2M$4.7M-$17.5M2026-11-02
Strategic Blueprint, LLC
INCREASED48,48344,403+4,080+9%$4.4M$4.6M+$229.2K2026-10-22
First Heartland Consultants, Inc.
DECREASED29,09683,981-54,885-65%$8.3M$2.8M-$5.5M2026-10-08
Atria Investments, Inc
DECREASED28,73629,071-335-1%$2.9M$2.7M-$135.6K2026-10-15
Midwest Financial Network, LLC
INCREASED28,27811,681+16,597+142%$1.2M$2.7M+$1.5M2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED15,37415,949-575-4%$1.5M$1.5M-$67.2K2026-10-13
Fifth Third Securities, Inc.
INCREASED13,6212,157+11,464+531%$212.6K$1.3M+$1.1M2026-10-21
Worth Asset Management, LLC
INCREASED13,2648,303+4,961+60%$818.4K$1.3M+$441.7K2026-10-07
Bryant Woods Investment Advisors, LLC
INCREASED11,95511,942+13+0%$1.2M$1.1M-$41.3K2026-10-26
Cullen T Bankers, Inc.
INCREASED11,25610,254+1,002+10%$1.0M$1.1M+$58.5K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED9,70311,085-1,382-12%$1.1M$921.8K-$170.9K2026-11-05
Marks Group Wealth Management, Inc
DECREASED8,874172,437-163,563-95%$17.0M$843.0K-$16.2M2026-11-05
Keystone Wealth Services, LLC
DECREASED7,4447,460-160%$735.3K$710.4K-$25.0K2026-11-03
Orgel Wealth Management, LLC
INCREASED7,1166,843+273+4%$674.5K$676.0K+$1.5K2026-10-14
Farther Finance Advisors, LLC
DECREASED6,99811,857-4,859-41%$1.2M$664.8K-$501.6K2026-10-08
Inscription Capital, LLC
UNCHANGED6,6106,61000%$651.5K$627.9K-$23.6K2026-11-02
Stonehearth Capital Management, LLC
UNCHANGED6,3266,32600%$623.6K$601.0K-$22.6K2026-10-13
SAX Wealth Advisors, LLC
DECREASED5,7836,811-1,028-15%$545.6K$549.4K+$3.8K2026-10-13
Ascent Group, LLC
DECREASED5,4975,564-67-1%$548.4K$522.2K-$26.2K2026-10-30
Creative Planning
INCREASED4,9742,858+2,116+74%$281.7K$472.6K+$190.9K2026-11-02
Rockland Trust Co
INCREASED4,4323,235+1,197+37%$318.9K$421.0K+$102.2K2026-10-05
Valmark Advisers, Inc.
DECREASED4,0006,784-2,784-41%$668.7K$380.0K-$288.7K2026-11-06
Linscomb Wealth, Inc.
UNCHANGED4,0004,00000%$394.3K$380.0K-$14.3K2026-11-05
Creative Financial Designs Inc
INCREASED2,4962,487+9+0%$245.2K$237.1K-$8.1K2026-11-04
Capital Investment Counsel, Inc
UNCHANGED2,3602,36000%$232.6K$224.2K-$8.4K2026-10-20
ShoreHaven Wealth Partners, LLC
DECREASED2,3492,778-429-15%$273.8K$223.2K-$50.7K2026-10-16
SteelPeak Wealth, LLC
NEW2,235—+2,235——$212.3K—2026-10-16
Foronjy Financial LLC
NEW2,228—+2,228——$211.7K—2026-10-14
High Point Wealth Management, LLC
INCREASED1,0231,021+2+0%$100.7K$97.2K-$3.5K2026-11-05
Larson Financial Group LLC
INCREASED664647+17+3%$63.8K$63.1K-$6852026-11-05
Latitude Advisors, LLC
NEW572—+572——$54.3K—2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED42942900%$42.3K$40.8K-$1.5K2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED24424400%$24.1K$23.2K-$8712026-11-04
IFP Advisors, Inc
DECREASED1781,414-1,236-87%$139.4K$16.9K-$122.5K2026-10-16
Assetmark, Inc
UNCHANGED17417400%$17.1K$16.5K-$6202026-10-21
Halbert Hargrove Global Advisors, LLC
UNCHANGED11811800%$11.6K$11.2K-$4212026-10-16
Gamma Investing LLC
UNCHANGED868600%$8.5K$8.2K-$3072026-10-08
Community Financial Services Group, LLC
UNCHANGED808000%$7.7K$7.7K-$612026-10-15
Center for Financial Planning, Inc.
NEW52—+52——$4.9K—2026-10-26
Russell Investments Group, Ltd.
DECREASED52244-192-79%$24.1K$4.9K-$19.1K2026-11-06
Cassaday & Co Wealth Management LLC
NEW46—+46——$4.4K—2026-10-27
First Command Advisory Services, Inc.
NEW44—+44——$4.2K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED444400%$4.3K$4.2K-$1572026-10-27
Spire Wealth Management
UNCHANGED393900%$3.8K$3.7K-$1392026-10-30
Allworth Financial LP
UNCHANGED303000%$2.9K$2.9K$02026-11-06
High Note Wealth, LLC
NEW27—+27——$2.6K—2026-10-27
Balance Wealth Partners LLC
NEW25—+25——$2.4K—2026-10-27
Fifth Third Bancorp
NEW14—+14——$1.4K—2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED141400%$1.4K$1.3K-$502026-10-13
Kings Path Partners LLC
UNCHANGED5500%$531$512-$192026-10-21
Elyxium Wealth, LLC
NEW1—+1——$56—2026-10-27
Elevation Capital Advisory, LLC
CLOSED0127,358-127,358-100%$12.6M$0-$12.6M2026-10-29
RCS Financial Planning, LLC
CLOSED07,983-7,983-100%$786.9K$0-$786.9K2026-10-14
Axxcess Wealth Management, LLC
CLOSED04,340-4,340-100%$427.8K$0-$427.8K2026-10-21
Sigma Planning Corp
CLOSED03,782-3,782-100%$372.8K$0-$372.8K2026-10-23
Cornerstone Planning Group LLC
CLOSED0625-625-100%$59.4K$0-$59.4K2026-10-16
Simplex Trading, LLC
CLOSED059-59-100%$5.8K$0-$5.8K2026-11-04
Signaturefd, LLC
CLOSED051-51-100%$5.0K$0-$5.0K2026-10-23
PNC Financial Services Group, Inc.
CLOSED022-22-100%$2.2K$0-$2.2K2026-11-06
FMR LLC
N/A—2,731,087-2,731,087-100%$269.2M———
Envestnet Asset Management Inc
N/A—1,463,420-1,463,420-100%$144.2M———
Raymond James Financial Inc
N/A—263,839-263,839-100%$26.0M———
Cetera Investment Advisers
N/A—218,910-218,910-100%$21.6M———
Morgan Stanley
N/A—106,450-106,450-100%$10.5M———
JPMorgan Chase & Co
N/A—83,654-83,654-100%$8.2M———
Goldman Sachs Group Inc
N/A—62,971-62,971-100%$6.2M———
Cerity Partners LLC
N/A—54,666-54,666-100%$5.4M———
Osaic Holdings, Inc.
N/A—49,900-49,900-100%$4.9M———
Two Sigma Investments, LP
N/A—45,700-45,700-100%$4.5M———
Nova Wealth Management, Inc.
N/A—39,016-39,016-100%$3.8M———
NewEdge Advisors, LLC
N/A—32,285-32,285-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—31,925-31,925-100%$3.1M———
Susquehanna International Group, LLP
N/A—31,126-31,126-100%$3.1M———
Principal Securities, Inc.
N/A—27,879-27,879-100%$2.7M———
Bank of America Corp
N/A—24,606-24,606-100%$2.4M———
Envestnet Portfolio Solutions, Inc.
N/A—23,532-23,532-100%$2.3M———
&partners
N/A—17,412-17,412-100%$1.7M———
Rehmann Capital Advisory Group
N/A—17,154-17,154-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—15,909-15,909-100%$1.6M———
AE Wealth Management LLC
N/A—15,464-15,464-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—15,238-15,238-100%$1.5M———
Citadel Advisors LLC
N/A—11,840-11,840-100%$1.2M———
Private Advisor Group, LLC
N/A—11,375-11,375-100%$1.1M———
Madison Wealth Partners, Inc
N/A—10,787-10,787-100%$1.1M———
Calton & Associates, Inc.
N/A—9,272-9,272-100%$913.9K———
Integrated Wealth Concepts LLC
N/A—9,026-9,026-100%$889.7K———
Royal Bank of Canada
N/A—8,740-8,740-100%$861.0K———
Equitable Holdings, Inc.
N/A—8,227-8,227-100%$811.0K———
Northwestern Mutual Wealth Management Co
N/A—6,630-6,630-100%$653.5K———
World Investment Advisors
N/A—5,851-5,851-100%$575.0K———
Jane Street Group, LLC
N/A—5,556-5,556-100%$547.7K———
Westbourne Investments, Inc.
N/A—4,913-4,913-100%$484.3K———
Fiduciary Financial Advisors
N/A—4,756-4,756-100%$468.8K———
Global Retirement Partners, LLC
N/A—4,519-4,519-100%$445.4K———
Darwin Wealth Management, LLC
N/A—4,339-4,339-100%$427.8K———
HRT Financial LP
N/A—4,274-4,274-100%$421.0K———
AssuredPartners Investment Advisors, LLC
N/A—4,168-4,168-100%$410.8K———
Twin Peaks Wealth Advisors, LLC
N/A—3,670-3,670-100%$361.7K———
Mariner, LLC
N/A—3,064-3,064-100%$302.0K———
Regal Investment Advisors LLC
N/A—2,990-2,990-100%$294.7K———
MML Investors Services, LLC
N/A—2,877-2,877-100%$283.6K———
Arax Advisory Partners
N/A—2,587-2,587-100%$255.0K———
Advisory Services Network, LLC
N/A—2,153-2,153-100%$212.3K———
Steward Partners Investment Advisory, LLC
N/A—1,839-1,839-100%$181.3K———
National Bank of Canada
N/A—879-879-100%$86.6K———
IFG Advisory, LLC
N/A—513-513-100%$50.6K———
Regatta Research & Money Management
N/A—446-446-100%$44.0K———
O'shaughnessy Asset Management, LLC
N/A—300-300-100%$29.6K———
Harbour Investments, Inc.
N/A—274-274-100%$27.0K———
Blair William & Co
N/A—220-220-100%$21.7K———
Huntington National Bank
N/A—164-164-100%$16.2K———
Rothschild Investment LLC
N/A—164-164-100%$16.1K———
Bogart Wealth, LLC
N/A—130-130-100%$12.8K———
UBS Group AG
N/A—83-83-100%$8.2K———
SHP Wealth Management
N/A—67-67-100%$6.6K———
BlackRock, Inc.
N/A—64-64-100%$6.4K———
Wells Fargo & Company
N/A—57-57-100%$5.6K———
Beaird Harris Wealth Management, LLC
N/A—51-51-100%$5.0K———
Hantz Financial Services, Inc.
N/A—20-20-100%$2———
Qube Research & Technologies Ltd
N/A—15-15-100%$1.5K———
Vanguard Advisers Inc
N/A—13-13-100%$1.3K———
Showing 131 of 131 institutions