IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity LOW Volat Fact ETF (FDLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares695,097 from 701,383
Change-6,286 (-1%)
Value$49.1M (+$1.2M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares419,967 from 425,154
Change-5,187 (-1%)
Value$29.7M (+$622.0K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares171,271 from 172,164
Change-893 (-1%)
Value$12.1M (+$337.2K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares146,384 from 76,680
Change+69,704 (+91%)
Value$10.3M (+$4.7M)
Filed 2026-11-06
Kennedy Investment Group, Inc.
INCREASED
Shares109,582 from 96,159
Change+13,423 (+14%)
Value$7.7M (+$1.2M)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares97,541 from 99,075
Change-1,534 (-2%)
Value$6.9M (+$122.0K)
Filed 2026-11-04
GFG Capital, LLC
DECREASED
Shares93,746 from 100,671
Change-6,925 (-7%)
Value$6.6M (-$255.3K)
Filed 2026-10-16
Mechanics Bank Trust Department
DECREASED
Shares89,219 from 93,546
Change-4,327 (-5%)
Value$6.3M (-$88.3K)
Filed 2026-10-13
Abundance Wealth Counselors
DECREASED
Shares54,119 from 58,895
Change-4,776 (-8%)
Value$3.8M (-$200.6K)
Filed 2026-10-26
Weaver Consulting Group
UNCHANGED
Shares42,778 from 42,778
Change0 (0%)
Value$3.0M (+$99.5K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares34,187 from 35,261
Change-1,074 (-3%)
Value$2.4M (+$6.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares30,641 from 30,954
Change-313 (-1%)
Value$2.2M (+$49.8K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares29,823 from 29,270
Change+553 (+2%)
Value$2.1M (+$107.2K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
UNCHANGED
Shares22,081 from 22,081
Change0 (0%)
Value$1.6M (+$51.3K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares18,955 from 19,522
Change-567 (-3%)
Value$1.3M (+$5.3K)
Filed 2026-11-05
Roxbury Financial LLC
INCREASED
Shares15,275 from 15,230
Change+45 (+0%)
Value$1.1M (+$38.6K)
Filed 2026-10-01
Creative Planning
INCREASED
Shares13,098 from 11,831
Change+1,267 (+11%)
Value$925.5K (+$117.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,419 from 11,228
Change+191 (+2%)
Value$824.6K (+$37.0K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares10,927 from 10,324
Change+603 (+6%)
Value$772.1K (+$66.6K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
NEW
Shares9,531
Change+9,531
Value$673.5K
Filed 2026-10-16
Asset Allocation Strategies LLC
DECREASED
Shares9,201 from 13,278
Change-4,077 (-31%)
Value$650.2K (-$257.2K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares9,165 from 9,839
Change-674 (-7%)
Value$646.4K (-$26.0K)
Filed 2026-10-23
City Center Advisors, LLC
INCREASED
Shares9,083 from 6,224
Change+2,859 (+46%)
Value$641.8K (+$216.5K)
Filed 2026-10-08
Buttonwood Financial Group, LLC
DECREASED
Shares8,880 from 8,988
Change-108 (-1%)
Value$640.9K (+$26.7K)
Filed 2026-10-16
Westside Investment Management, Inc.
DECREASED
Shares8,345 from 8,445
Change-100 (-1%)
Value$589.7K (+$12.6K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares8,204 from 7,443
Change+761 (+10%)
Value$579.7K (+$71.1K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares7,495 from 6,550
Change+945 (+14%)
Value$529.6K (+$82.0K)
Filed 2026-10-22
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$441.6K (+$14.5K)
Filed 2026-11-06
Unified Investment Management
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$434.6K (+$14.3K)
Filed 2026-10-14
Security Financial Services, Inc.
DECREASED
Shares5,785 from 13,581
Change-7,796 (-57%)
Value$408.8K (-$519.3K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
INCREASED
Shares5,521 from 5,519
Change+2 (+0%)
Value$390.1K (+$13.0K)
Filed 2026-10-23
Strategic Advocates LLC
INCREASED
Shares5,159 from 5,108
Change+51 (+1%)
Value$364.5K (+$15.5K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares5,133 from 5,097
Change+36 (+1%)
Value$362.7K (+$14.4K)
Filed 2026-10-30
Integrated Advisors Network LLC
DECREASED
Shares4,985 from 4,997
Change-12 (0%)
Value$352.3K (+$10.8K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
DECREASED
Shares4,509 from 4,659
Change-150 (-3%)
Value$318.6K (+$233)
Filed 2026-11-03
Citizens Financial Group Inc
UNCHANGED
Shares4,497 from 4,497
Change0 (0%)
Value$317.8K (+$10.5K)
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
DECREASED
Shares4,411 from 4,697
Change-286 (-6%)
Value$311.7K (-$9.3K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,308 from 4,938
Change-630 (-13%)
Value$304.4K (-$33.1K)
Filed 2026-10-23
JB Capital LLC
INCREASED
Shares3,640 from 3,632
Change+8 (+0%)
Value$257.2K (+$9.0K)
Filed 2026-10-19
Sowell Financial Services LLC
NEW
Shares3,582
Change+3,582
Value$253.1K
Filed 2026-10-23
AMG National Trust Bank
INCREASED
Shares3,558 from 3,551
Change+7 (+0%)
Value$251.4K (+$8.8K)
Filed 2026-11-05
Aviance Capital Partners, LLC
UNCHANGED
Shares3,546 from 3,546
Change0 (0%)
Value$250.6K (+$8.2K)
Filed 2026-10-29
One Way Holdings LLC
INCREASED
Shares3,348 from 3,297
Change+51 (+2%)
Value$236.6K (+$11.3K)
Filed 2026-10-29
Integrity Alliance, Llc.
UNCHANGED
Shares3,219 from 3,219
Change0 (0%)
Value$227.5K (+$7.5K)
Filed 2026-10-29
Brighton Jones LLC
NEW
Shares3,129
Change+3,129
Value$221.1K
Filed 2026-11-03
Sovran Advisors, LLC
UNCHANGED
Shares3,122 from 3,122
Change0 (0%)
Value$232.9K (+$10.5K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
UNCHANGED
Shares2,962 from 2,962
Change0 (0%)
Value$209.3K (+$6.9K)
Filed 2026-11-06
Provident Wealth Management, LLC
UNCHANGED
Shares2,886 from 2,886
Change0 (0%)
Value$203.9K (+$6.7K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares2,881 from 3,108
Change-227 (-7%)
Value$203.6K (-$8.8K)
Filed 2026-10-21
Mission Financial Group, LLC
NEW
Shares2,845
Change+2,845
Value$201.0K
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares2,593 from 3,259
Change-666 (-20%)
Value$183.2K (-$39.4K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$142.0K ($0)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares972 from 3,434
Change-2,462 (-72%)
Value$68.7K (-$166.0K)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$64.9K (+$2.1K)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$56.3K (+$1.9K)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$48.6K (+$1.6K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$41.3K (+$1.4K)
Filed 2026-10-08
Abound Wealth Management
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$37.4K (+$1.2K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares422 from 394
Change+28 (+7%)
Value$29.8K (+$2.9K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$25.4K (+$837)
Filed 2026-10-23
Compass Financial Management LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$23.7K (+$779)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$19.7K (+$649)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares278 from 277
Change+1 (+0%)
Value$19.6K (+$689)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$17 ($0)
Filed 2026-10-27
Gamma Investing LLC
DECREASED
Shares200 from 283
Change-83 (-29%)
Value$14.1K (-$5.2K)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares157 from 177
Change-20 (-11%)
Value$11.1K (-$1.0K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares123
Change+123
Value$8.7K
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$7.6K (+$251)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$7.2K (+$254)
Filed 2026-10-30
Parkside Financial Bank & Trust
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$7.0K (+$230)
Filed 2026-10-27
Buck Wealth Strategies, LLC
NEW
Shares93
Change+93
Value$6.6K
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
NEW
Shares80
Change+80
Value$5.7K
Filed 2026-11-04
Addison Advisors LLC
NEW
Shares76
Change+76
Value$5.4K
Filed 2026-11-06
Nvwm, LLC
DECREASED
Shares75 from 84
Change-9 (-11%)
Value$5.3K (-$440)
Filed 2026-10-14
Signaturefd, LLC
NEW
Shares68
Change+68
Value$4.8K
Filed 2026-10-23
Kingdom Financial Group Llc.
NEW
Shares54
Change+54
Value$3.8K
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.9K (+$286)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.6K (+$129)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$3.5K (+$114)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares45
Change+45
Value$3.2K
Filed 2026-10-21
Russell Investments Group, Ltd.
DECREASED
Shares41 from 135
Change-94 (-70%)
Value$2.9K (-$6.3K)
Filed 2026-11-06
Bell Investment Advisors, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$2.8K (+$90)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.4K (+$87)
Filed 2026-10-20
Bayban
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.1K ($0)
Filed 2026-11-05
Community Financial Services Group, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.0K (+$53)
Filed 2026-10-15
Godsey & Gibb, Inc
NEW
Shares23
Change+23
Value$1.6K
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$930 (+$34)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares12
Change+12
Value$848
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$565 (+$18)
Filed 2026-10-14
US Bancorp \de\
NEW
Shares7
Change+7
Value$495
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$268 (+$205)
Filed 2026-10-15
POM Investment Strategies, LLC
NEW
Shares3
Change+3
Value$218
Filed 2026-10-20
Networth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$142 (+$5)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$71 (+$3)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 9,111
Change-9,111 (-100%)
Value$0 (-$622.6K)
Filed 2026-10-08
RFG Advisory, LLC
CLOSED
Shares0 from 5,505
Change-5,505 (-100%)
Value$0 (-$376.2K)
Filed 2026-11-03
Larson Financial Group LLC
CLOSED
Shares0 from 1,458
Change-1,458 (-100%)
Value$0 (-$99.7K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-15
FMR LLC
N/A
Shares— from 8,130,998
Change-8,130,998 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 534,296
Change-534,296 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 337,359
Change-337,359 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 281,823
Change-281,823 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 269,229
Change-269,229 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 254,114
Change-254,114 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 215,183
Change-215,183 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 186,105
Change-186,105 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 182,143
Change-182,143 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 145,468
Change-145,468 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 133,211
Change-133,211 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 133,211
Change-133,211 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 123,304
Change-123,304 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 121,023
Change-121,023 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 116,662
Change-116,662 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 112,946
Change-112,946 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 62,188
Change-62,188 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 60,738
Change-60,738 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 57,000
Change-57,000 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 55,268
Change-55,268 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,854
Change-44,854 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,397
Change-40,397 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,456
Change-31,456 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 30,453
Change-30,453 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 28,852
Change-28,852 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 23,473
Change-23,473 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 22,008
Change-22,008 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,877
Change-20,877 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 15,984
Change-15,984 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,281
Change-15,281 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,828
Change-12,828 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,817
Change-11,817 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 11,363
Change-11,363 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,094
Change-11,094 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,304
Change-6,304 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 822
Change-822 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 423
Change-423 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 291
Change-291 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 267
Change-267 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 172
Change-172 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 74
Change-74 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 73
Change-73 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Blair William & Co
N/A
Shares— from 18
Change-18 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED695,097701,383-6,286-1%$47.9M$49.1M+$1.2M2026-11-02
LPL Financial LLC
DECREASED419,967425,154-5,187-1%$29.1M$29.7M+$622.0K2026-11-06
Kestra Advisory Services, LLC
DECREASED171,271172,164-893-1%$11.8M$12.1M+$337.2K2026-11-02
Savant Capital, LLC
INCREASED146,38476,680+69,704+91%$5.6M$10.3M+$4.7M2026-11-06
Kennedy Investment Group, Inc.
INCREASED109,58296,159+13,423+14%$6.6M$7.7M+$1.2M2026-10-21
Lido Advisors, LLC
DECREASED97,54199,075-1,534-2%$6.8M$6.9M+$122.0K2026-11-04
GFG Capital, LLC
DECREASED93,746100,671-6,925-7%$6.9M$6.6M-$255.3K2026-10-16
Mechanics Bank Trust Department
DECREASED89,21993,546-4,327-5%$6.4M$6.3M-$88.3K2026-10-13
Abundance Wealth Counselors
DECREASED54,11958,895-4,776-8%$4.0M$3.8M-$200.6K2026-10-26
Weaver Consulting Group
UNCHANGED42,77842,77800%$2.9M$3.0M+$99.5K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED34,18735,261-1,074-3%$2.4M$2.4M+$6.0K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED30,64130,954-313-1%$2.1M$2.2M+$49.8K2026-11-06
Strategic Blueprint, LLC
INCREASED29,82329,270+553+2%$2.0M$2.1M+$107.2K2026-10-22
Tempus Wealth Planning, LLC
UNCHANGED22,08122,08100%$1.5M$1.6M+$51.3K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED18,95519,522-567-3%$1.3M$1.3M+$5.3K2026-11-05
Roxbury Financial LLC
INCREASED15,27515,230+45+0%$1.0M$1.1M+$38.6K2026-10-01
Creative Planning
INCREASED13,09811,831+1,267+11%$808.4K$925.5K+$117.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED11,41911,228+191+2%$787.6K$824.6K+$37.0K2026-10-13
Cullen T Bankers, Inc.
INCREASED10,92710,324+603+6%$705.5K$772.1K+$66.6K2026-10-28
Concurrent Investment Advisors, LLC
NEW9,531—+9,531——$673.5K—2026-10-16
Asset Allocation Strategies LLC
DECREASED9,20113,278-4,077-31%$907.3K$650.2K-$257.2K2026-10-20
Sigma Planning Corp
DECREASED9,1659,839-674-7%$672.3K$646.4K-$26.0K2026-10-23
City Center Advisors, LLC
INCREASED9,0836,224+2,859+46%$425.3K$641.8K+$216.5K2026-10-08
Buttonwood Financial Group, LLC
DECREASED8,8808,988-108-1%$614.2K$640.9K+$26.7K2026-10-16
Westside Investment Management, Inc.
DECREASED8,3458,445-100-1%$577.1K$589.7K+$12.6K2026-11-02
Bank of New York Mellon Corp
INCREASED8,2047,443+761+10%$508.6K$579.7K+$71.1K2026-11-05
Brookstone Capital Management
INCREASED7,4956,550+945+14%$447.6K$529.6K+$82.0K2026-10-22
Stonebridge Financial Planning Group, LLC
UNCHANGED6,2506,25000%$427.1K$441.6K+$14.5K2026-11-06
Unified Investment Management
UNCHANGED6,1506,15000%$420.3K$434.6K+$14.3K2026-10-14
Security Financial Services, Inc.
DECREASED5,78513,581-7,796-57%$928.1K$408.8K-$519.3K2026-10-29
Samalin Investment Counsel, LLC
INCREASED5,5215,519+2+0%$377.2K$390.1K+$13.0K2026-10-23
Strategic Advocates LLC
INCREASED5,1595,108+51+1%$349.1K$364.5K+$15.5K2026-11-03
Ascent Group, LLC
INCREASED5,1335,097+36+1%$348.3K$362.7K+$14.4K2026-10-30
Integrated Advisors Network LLC
DECREASED4,9854,997-120%$341.5K$352.3K+$10.8K2026-10-20
Almanack Investment Partners, Llc.
DECREASED4,5094,659-150-3%$318.4K$318.6K+$2332026-11-03
Citizens Financial Group Inc
UNCHANGED4,4974,49700%$307.3K$317.8K+$10.5K2026-10-23
ARS Wealth Advisors Group, LLC
DECREASED4,4114,697-286-6%$321.0K$311.7K-$9.3K2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED4,3084,938-630-13%$337.4K$304.4K-$33.1K2026-10-23
JB Capital LLC
INCREASED3,6403,632+8+0%$248.2K$257.2K+$9.0K2026-10-19
Sowell Financial Services LLC
NEW3,582—+3,582——$253.1K—2026-10-23
AMG National Trust Bank
INCREASED3,5583,551+7+0%$242.6K$251.4K+$8.8K2026-11-05
Aviance Capital Partners, LLC
UNCHANGED3,5463,54600%$242.3K$250.6K+$8.2K2026-10-29
One Way Holdings LLC
INCREASED3,3483,297+51+2%$225.3K$236.6K+$11.3K2026-10-29
Integrity Alliance, Llc.
UNCHANGED3,2193,21900%$220.0K$227.5K+$7.5K2026-10-29
Brighton Jones LLC
NEW3,129—+3,129——$221.1K—2026-11-03
Sovran Advisors, LLC
UNCHANGED3,1223,12200%$222.4K$232.9K+$10.5K2026-11-02
Baker Avenue Asset Management, LP
UNCHANGED2,9622,96200%$202.4K$209.3K+$6.9K2026-11-06
Provident Wealth Management, LLC
UNCHANGED2,8862,88600%$197.2K$203.9K+$6.7K2026-10-20
Axxcess Wealth Management, LLC
DECREASED2,8813,108-227-7%$212.4K$203.6K-$8.8K2026-10-21
Mission Financial Group, LLC
NEW2,845—+2,845——$201.0K—2026-10-21
Farther Finance Advisors, LLC
DECREASED2,5933,259-666-20%$222.7K$183.2K-$39.4K2026-10-08
Allworth Financial LP
UNCHANGED2,0782,07800%$142.0K$142.0K$02026-11-06
IFP Advisors, Inc
DECREASED9723,434-2,462-72%$234.7K$68.7K-$166.0K2026-10-16
MTM Investment Management, LLC
UNCHANGED91991900%$62.8K$64.9K+$2.1K2026-10-30
Private Trust Co NA
UNCHANGED79779700%$54.5K$56.3K+$1.9K2026-10-20
Parallel Advisors, LLC
UNCHANGED68868800%$47.0K$48.6K+$1.6K2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED60560500%$41.3K$42.7K+$1.4K2026-11-06
CoreCap Advisors, LLC
UNCHANGED58558500%$40.0K$41.3K+$1.4K2026-10-08
Abound Wealth Management
UNCHANGED52952900%$36.2K$37.4K+$1.2K2026-10-26
Fifth Third Bancorp
INCREASED422394+28+7%$26.9K$29.8K+$2.9K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED36036000%$24.6K$25.4K+$8372026-10-23
Compass Financial Management LLC
UNCHANGED33533500%$22.9K$23.7K+$7792026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED27927900%$19.1K$19.7K+$6492026-11-04
Creative Financial Designs Inc
INCREASED278277+1+0%$18.9K$19.6K+$6892026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED24524500%$17$17$02026-10-27
Gamma Investing LLC
DECREASED200283-83-29%$19.3K$14.1K-$5.2K2026-10-08
Assetmark, Inc
DECREASED157177-20-11%$12.1K$11.1K-$1.0K2026-10-21
Latitude Advisors, LLC
NEW123—+123——$8.7K—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED10810800%$7.4K$7.6K+$2512026-10-14
Spire Wealth Management
UNCHANGED10210200%$6.9K$7.2K+$2542026-10-30
Parkside Financial Bank & Trust
UNCHANGED999900%$6.8K$7.0K+$2302026-10-27
Buck Wealth Strategies, LLC
NEW93—+93——$6.6K—2026-10-28
Allspring Global Investments Holdings, LLC
NEW80—+80——$5.7K—2026-11-04
Addison Advisors LLC
NEW76—+76——$5.4K—2026-11-06
Nvwm, LLC
DECREASED7584-9-11%$5.7K$5.3K-$4402026-10-14
Signaturefd, LLC
NEW68—+68——$4.8K—2026-10-23
Kingdom Financial Group Llc.
NEW54—+54——$3.8K—2026-11-04
Mosley Wealth Management
UNCHANGED535300%$3.6K$3.9K+$2862026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED505000%$3.5K$3.6K+$1292026-10-16
First Bancorp, Inc
UNCHANGED494900%$3.3K$3.5K+$1142026-10-26
Root Financial Partners, LLC
NEW45—+45——$3.2K—2026-10-21
Russell Investments Group, Ltd.
DECREASED41135-94-70%$9.2K$2.9K-$6.3K2026-11-06
Bell Investment Advisors, Inc
UNCHANGED393900%$2.7K$2.8K+$902026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED343400%$2.3K$2.4K+$872026-10-20
Bayban
UNCHANGED303000%$2.1K$2.1K$02026-11-05
Community Financial Services Group, LLC
UNCHANGED282800%$1.9K$2.0K+$532026-10-15
Godsey & Gibb, Inc
NEW23—+23——$1.6K—2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED131300%$896$930+$342026-10-29
William Mack & Associates, Inc.
NEW12—+12——$848—2026-10-27
Triumph Capital Management
UNCHANGED8800%$547$565+$182026-10-14
US Bancorp \de\
NEW7—+7——$495—2026-11-05
Blue Trust, Inc.
INCREASED41+3+300%$63$268+$2052026-10-15
POM Investment Strategies, LLC
NEW3—+3——$218—2026-10-20
Networth Advisors, LLC
UNCHANGED2200%$137$142+$52026-11-03
Cape Investment Advisory, Inc.
UNCHANGED1100%$68$71+$32026-10-13
Avidian Wealth Enterprises, LLC
CLOSED09,111-9,111-100%$622.6K$0-$622.6K2026-10-08
RFG Advisory, LLC
CLOSED05,505-5,505-100%$376.2K$0-$376.2K2026-11-03
Larson Financial Group LLC
CLOSED01,458-1,458-100%$99.7K$0-$99.7K2026-11-05
AdvisorNet Financial, Inc
CLOSED0106-106-100%$7.2K$0-$7.2K2026-10-15
FMR LLC
N/A—8,130,998-8,130,998-100%$555.6M———
Envestnet Asset Management Inc
N/A—534,296-534,296-100%$36.5M———
Campbell Deegan Wealth Management, LLC
N/A—337,359-337,359-100%$23.1M———
Bank of America Corp
N/A—281,823-281,823-100%$19.3M———
Cetera Investment Advisers
N/A—269,229-269,229-100%$18.4M———
Ameritas Advisory Services, LLC
N/A—254,114-254,114-100%$17.4M———
AE Wealth Management LLC
N/A—215,183-215,183-100%$14.7M———
Segall Bryant & Hamill, LLC
N/A—186,105-186,105-100%$12.7M———
Cerity Partners LLC
N/A—182,143-182,143-100%$12.4M———
Raymond James Financial Inc
N/A—145,468-145,468-100%$9.9M———
49 Wealth Management, LLC
N/A—133,211-133,211-100%$9.1M———
Alongside, LLC
N/A—133,211-133,211-100%$9.1M———
NewEdge Advisors, LLC
N/A—123,304-123,304-100%$8.4M———
Osaic Holdings, Inc.
N/A—121,023-121,023-100%$8.3M———
Goldman Sachs Group Inc
N/A—116,662-116,662-100%$8.0M———
Royal Bank of Canada
N/A—112,946-112,946-100%$7.7M———
Morgan Stanley
N/A—62,188-62,188-100%$4.2M———
Stifel Financial Corp
N/A—60,738-60,738-100%$4.2M———
Two Sigma Investments, LP
N/A—57,000-57,000-100%$3.9M———
Envision Financial Transparency, LLC
N/A—55,268-55,268-100%$3.9M———
JPMorgan Chase & Co
N/A—44,854-44,854-100%$3.1M———
Susquehanna International Group, LLP
N/A—40,397-40,397-100%$2.8M———
Capital Analysts, LLC
N/A—31,456-31,456-100%$2.2M———
Advisors Capital Management, LLC
N/A—30,453-30,453-100%$2.1M———
Donaldson Capital Management, LLC
N/A—28,852-28,852-100%$2.0M———
Northwestern Mutual Wealth Management Co
N/A—23,473-23,473-100%$1.6M———
Argent Trust Co
N/A—22,008-22,008-100%$1.5M———
Rehmann Capital Advisory Group
N/A—20,877-20,877-100%$1.4M———
Sequent Asset Management, LLC
N/A—17,010-17,010-100%$1.2M———
O'shaughnessy Asset Management, LLC
N/A—15,984-15,984-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—15,281-15,281-100%$1.0M———
Pallas Capital Advisors LLC
N/A—13,937-13,937-100%$952.4K———
Rockefeller Capital Management L.P.
N/A—12,828-12,828-100%$876.6K———
Great Valley Advisor Group, Inc.
N/A—11,817-11,817-100%$807.8K———
Smart Money Group LLC
N/A—11,363-11,363-100%$776.5K———
MML Investors Services, LLC
N/A—11,094-11,094-100%$758.1K———
Focus Partners Advisor Solutions, LLC
N/A—10,500-10,500-100%$717.5K———
Advisory Services Network, LLC
N/A—9,560-9,560-100%$653.3K———
Steward Partners Investment Advisory, LLC
N/A—9,272-9,272-100%$633.6K———
Harbour Investments, Inc.
N/A—9,155-9,155-100%$625.6K———
UBS Group AG
N/A—8,685-8,685-100%$593.5K———
Integrated Wealth Concepts LLC
N/A—8,202-8,202-100%$560.5K———
Betterment LLC
N/A—8,199-8,199-100%$560.0K———
Captrust Financial Advisors
N/A—7,693-7,693-100%$525.7K———
Mariner, LLC
N/A—7,552-7,552-100%$516.1K———
Westbourne Investments, Inc.
N/A—7,288-7,288-100%$498.0K———
Mercer Global Advisors Inc
N/A—7,172-7,172-100%$490.1K———
Savvy Advisors, Inc.
N/A—6,957-6,957-100%$475.4K———
Cary Street Partners Financial LLC
N/A—6,794-6,794-100%$464.3K———
Cresset Asset Management, LLC
N/A—6,304-6,304-100%$430.8K———
Jane Street Group, LLC
N/A—6,151-6,151-100%$420.3K———
Valley Financial Group, Inc.
N/A—5,540-5,540-100%$378.5K———
Sovereign Financial Group, Inc.
N/A—5,133-5,133-100%$350.7K———
Equitable Holdings, Inc.
N/A—4,580-4,580-100%$313.0K———
World Investment Advisors
N/A—4,525-4,525-100%$308.3K———
Johnson Investment Counsel Inc
N/A—4,424-4,424-100%$302.3K———
OneAscent Financial Services LLC
N/A—4,215-4,215-100%$288.0K———
Drake & Associates, LLC
N/A—4,129-4,129-100%$282.1K———
SEI Investments Co
N/A—3,819-3,819-100%$261.0K———
Aptus Capital Advisors, LLC
N/A—3,818-3,818-100%$260.9K———
Arax Advisory Partners
N/A—3,615-3,615-100%$247.0K———
Private Advisor Group, LLC
N/A—3,530-3,530-100%$241.2K———
Darwin Wealth Management, LLC
N/A—3,107-3,107-100%$212.4K———
Global Retirement Partners, LLC
N/A—2,007-2,007-100%$137.2K———
BlackRock, Inc.
N/A—1,610-1,610-100%$110.1K———
Regatta Research & Money Management
N/A—1,323-1,323-100%$90.4K———
Private Wealth Asset Management, LLC
N/A—1,050-1,050-100%$71.8K———
Ameritas Investment Partners, Inc.
N/A—1,009-1,009-100%$69.0K———
Qube Research & Technologies Ltd
N/A—822-822-100%$56.2K———
Truvestments Capital LLC
N/A—800-800-100%$54.7K———
UBS Asset Management Americas LLC
N/A—658-658-100%$45.0K———
Ankerstar Wealth, LLC
N/A—475-475-100%$32.5K———
Vanguard Advisers Inc
N/A—423-423-100%$28.9K———
Cary Street Partners Investment Advisory LLC
N/A—418-418-100%$28.6K———
Coppell Advisory Solutions LLC
N/A—301-301-100%$1.0M———
Atlantic Union Bankshares Corp
N/A—291-291-100%$19.9K———
Wells Fargo & Company
N/A—267-267-100%$18.2K———
SHP Wealth Management
N/A—172-172-100%$11.7K———
Atomic Invest LLC
N/A—161-161-100%$11.0K———
IFG Advisory, LLC
N/A—118-118-100%$8.1K———
Howe & Rusling Inc
N/A—74-74-100%$5.0K———
Bank of Montreal
N/A—73-73-100%$5.0K———
Johnson Financial Group, Inc.
N/A—35-35-100%$2.4K———
JPL Wealth Management, LLC
N/A—23-23-100%$1.6K———
Hantz Financial Services, Inc.
N/A—21-21-100%$1———
Blair William & Co
N/A—18-18-100%$1.2K———
Smartleaf Asset Management LLC
N/A—8-8-100%$546———
Logan Capital Management Inc
N/A—3-3-100%$205———
Showing 187 of 187 institutions