Fidelity DIV ETF Rise Rates (FDRR)

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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LPL Financial LLC

INCREASED

Shares291,914 from 287,988

Change+3,926 (+1%)

Value$19.9M (+$1.2M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares137,921 from 145,145

Change-7,224 (-5%)

Value$9.4M (-$12.1K)

Filed 2026-11-02

Charter Capital Management, Llc\de

INCREASED

Shares134,382 from 134,216

Change+166 (+0%)

Value$9.2M (+$455.6K)

Filed 2026-10-28

Geneva Partners, LLC

INCREASED

Shares88,371 from 82,906

Change+5,465 (+7%)

Value$6.0M (+$647.1K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares85,310 from 92,175

Change-6,865 (-7%)

Value$5.8M (-$163.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares74,926 from 53,875

Change+21,051 (+39%)

Value$5.1M (+$1.6M)

Filed 2026-11-02

Sugar Maple Asset Management, LLC

INCREASED

Shares53,130 from 51,720

Change+1,410 (+3%)

Value$3.6M (+$267.4K)

Filed 2026-10-13

Midwest Financial Network, LLC

INCREASED

Shares50,907 from 20,374

Change+30,533 (+150%)

Value$3.5M (+$2.1M)

Filed 2026-10-13

Synergy Asset Management, LLC

NEW

Shares34,195

Change+34,195

Value$2.3M

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares31,850 from 28,737

Change+3,113 (+11%)

Value$2.2M (+$307.4K)

Filed 2026-11-04

Creative Financial Designs Inc

DECREASED

Shares29,880 from 38,607

Change-8,727 (-23%)

Value$2.0M (-$467.3K)

Filed 2026-11-04

PFG Advisors

INCREASED

Shares25,423 from 24,337

Change+1,086 (+4%)

Value$1.7M (+$154.7K)

Filed 2026-10-16

Flagship Wealth Advisors, LLC

DECREASED

Shares15,112 from 16,267

Change-1,155 (-7%)

Value$1.0M (-$24.9K)

Filed 2026-11-03

Moneco Advisors, LLC

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$886.5K (+$43.0K)

Filed 2026-11-05

Integrated Advisors Network LLC

DECREASED

Shares12,850 from 13,150

Change-300 (-2%)

Value$876.2K (+$23.1K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares12,255 from 12,277

Change-22 (0%)

Value$835.7K (+$39.1K)

Filed 2026-11-02

Landaas & Co

INCREASED

Shares11,008 from 8,151

Change+2,857 (+35%)

Value$750.6K (+$221.8K)

Filed 2026-10-29

Park Avenue Securities LLC

INCREASED

Shares10,930 from 9,139

Change+1,791 (+20%)

Value$745.0K (+$152.0K)

Filed 2026-10-26

Herold Advisors, Inc.

DECREASED

Shares10,270 from 11,070

Change-800 (-7%)

Value$700.3K (-$17.7K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares10,255 from 9,590

Change+665 (+7%)

Value$710.7K (+$68.8K)

Filed 2026-10-13

Brown, Lisle Ings, Inc.

DECREASED

Shares10,150 from 10,350

Change-200 (-2%)

Value$692.1K (+$20.6K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

INCREASED

Shares7,869 from 7,439

Change+430 (+6%)

Value$536.6K (+$54.0K)

Filed 2026-11-05

CDM Financial Counseling Services, Inc.

UNCHANGED

Shares7,850 from 7,850

Change0 (0%)

Value$535.3K (+$26.0K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares7,572 from 7,570

Change+2 (+0%)

Value$516.3K (+$25.2K)

Filed 2026-10-08

Independent Financial Group, LLC

INCREASED

Shares6,366 from 5,354

Change+1,012 (+19%)

Value$434.1K (+$86.7K)

Filed 2026-10-13

Axxcess Wealth Management, LLC

UNCHANGED

Shares6,336 from 6,336

Change0 (0%)

Value$432.1K (+$21.0K)

Filed 2026-10-21

Sigma Planning Corp

DECREASED

Shares6,036 from 6,094

Change-58 (-1%)

Value$411.6K (+$16.2K)

Filed 2026-10-23

LJI Wealth Management, LLC

DECREASED

Shares5,391 from 5,668

Change-277 (-5%)

Value$367.6K (-$86)

Filed 2026-10-28

Naples Global Advisors, LLC

DECREASED

Shares5,262 from 5,562

Change-300 (-5%)

Value$358.8K (-$2.0K)

Filed 2026-11-05

PKS Advisory Services, LLC

UNCHANGED

Shares5,062 from 5,062

Change0 (0%)

Value$328.5K ($0)

Filed 2026-10-26

CoreCap Advisors, LLC

DECREASED

Shares4,745 from 4,886

Change-141 (-3%)

Value$323.6K (+$6.6K)

Filed 2026-10-08

Mascoma Wealth Management LLC

INCREASED

Shares4,474 from 4,465

Change+9 (+0%)

Value$305.1K (+$15.4K)

Filed 2026-10-23

Csenge Advisory Group

INCREASED

Shares4,463 from 4,444

Change+19 (+0%)

Value$304.4K (+$16.0K)

Filed 2026-11-04

HBW Advisory Services LLC

INCREASED

Shares4,346 from 4,343

Change+3 (+0%)

Value$296.3K (+$14.6K)

Filed 2026-10-15

Truist Financial Corp

INCREASED

Shares4,149 from 3,245

Change+904 (+28%)

Value$282.9K (+$72.3K)

Filed 2026-10-30

Glass Jacobson Investment Advisors llc

INCREASED

Shares4,070 from 4,053

Change+17 (+0%)

Value$277.5K (+$14.6K)

Filed 2026-10-26

Perryman Financial Advisory Inc

INCREASED

Shares3,980 from 3,963

Change+17 (+0%)

Value$271.4K (+$14.2K)

Filed 2026-10-16

MFA Wealth Services

DECREASED

Shares3,482 from 3,782

Change-300 (-8%)

Value$237.5K (-$7.9K)

Filed 2026-10-14

ShoreHaven Wealth Partners, LLC

DECREASED

Shares3,452 from 3,749

Change-297 (-8%)

Value$235.4K (-$7.8K)

Filed 2026-10-16

BXM Wealth LLC

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$218.2K (+$10.6K)

Filed 2026-11-03

Cullen T Bankers, Inc.

DECREASED

Shares3,082 from 3,264

Change-182 (-6%)

Value$210.2K (-$1.6K)

Filed 2026-10-28

IFP Advisors, Inc

INCREASED

Shares2,039 from 1,669

Change+370 (+22%)

Value$139.0K (+$30.8K)

Filed 2026-10-16

Larson Financial Group LLC

DECREASED

Shares1,913 from 1,991

Change-78 (-4%)

Value$130.5K (+$1.3K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares1,664 from 1,664

Change0 (0%)

Value$107.9K ($0)

Filed 2026-11-06

Monetary Solutions, Ltd

INCREASED

Shares1,193 from 1,191

Change+2 (+0%)

Value$81.4K (+$4.1K)

Filed 2026-10-22

Next Level Wealth Planning, LLC

NEW

Shares1,088

Change+1,088

Value$74.2K

Filed 2026-10-29

Fifth Third Bancorp

UNCHANGED

Shares901 from 901

Change0 (0%)

Value$61.4K (+$3.0K)

Filed 2026-11-05

CX Institutional

DECREASED

Shares624 from 1,417

Change-793 (-56%)

Value$43 (-$49)

Filed 2026-10-02

Concord Wealth Partners

INCREASED

Shares509 from 507

Change+2 (+0%)

Value$34.7K (+$1.8K)

Filed 2026-11-02

Birchwood Financial Partners, Inc.

INCREASED

Shares436 from 434

Change+2 (+0%)

Value$29.7K (+$1.6K)

Filed 2026-11-02

Gamma Investing LLC

UNCHANGED

Shares403 from 403

Change0 (0%)

Value$27.5K (+$1.3K)

Filed 2026-10-08

Cape Investment Advisory, Inc.

UNCHANGED

Shares379 from 379

Change0 (0%)

Value$25.8K (+$1.3K)

Filed 2026-10-13

Assetmark, Inc

UNCHANGED

Shares325 from 325

Change0 (0%)

Value$22.2K (+$1.1K)

Filed 2026-10-21

Latitude Advisors, LLC

NEW

Shares254

Change+254

Value$17.3K

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$5.3K (-$101)

Filed 2026-10-30

Triumph Capital Management

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$3.5K (+$172)

Filed 2026-10-14

Roxbury Financial LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$972 (+$51)

Filed 2026-10-01

Signature Equity Partners, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$682 (+$33)

Filed 2026-10-29

RCS Financial Planning, LLC

CLOSED

Shares0 from 13,637

Change-13,637 (-100%)

Value$0 (-$884.8K)

Filed 2026-10-14

Fifth Third Securities, Inc.

CLOSED

Shares0 from 8,044

Change-8,044 (-100%)

Value$0 (-$521.9K)

Filed 2026-10-21

Wedbush Securities Inc

CLOSED

Shares0 from 3,302

Change-3,302 (-100%)

Value$0 (-$214.0K)

Filed 2026-10-22

RDA Financial Network

CLOSED

Shares0 from 3,222

Change-3,222 (-100%)

Value$0 (-$209.0K)

Filed 2026-10-15

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,481

Change-1,481 (-100%)

Value$0 (-$96.1K)

Filed 2026-10-15

Cornerstone Planning Group LLC

CLOSED

Shares0 from 883

Change-883 (-100%)

Value$0 (-$59.2K)

Filed 2026-10-16

Washington Trust Advisors, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$13.0K)

Filed 2026-10-22

Ameritas Advisory Services, LLC

N/A

Shares— from 1,092,623

Change-1,092,623 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 278,867

Change-278,867 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 235,076

Change-235,076 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 130,209

Change-130,209 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 118,097

Change-118,097 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 107,187

Change-107,187 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 88,964

Change-88,964 (-100%)

Value—

FMR LLC

N/A

Shares— from 87,200

Change-87,200 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 72,917

Change-72,917 (-100%)

Value—

UBS Group AG

N/A

Shares— from 63,146

Change-63,146 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 58,213

Change-58,213 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 47,062

Change-47,062 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 42,450

Change-42,450 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 25,383

Change-25,383 (-100%)

Value—

&partners

N/A

Shares— from 25,275

Change-25,275 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 22,683

Change-22,683 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 21,140

Change-21,140 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 19,723

Change-19,723 (-100%)

Value—

Stonebridge Financial Planning Group, LLC

N/A

Shares— from 17,533

Change-17,533 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 14,802

Change-14,802 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 12,204

Change-12,204 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,140

Change-10,140 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 10,055

Change-10,055 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 9,538

Change-9,538 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,411

Change-9,411 (-100%)

Value—

Beck Bode, LLC

N/A

Shares— from 7,789

Change-7,789 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 7,778

Change-7,778 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,703

Change-7,703 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 7,483

Change-7,483 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,652

Change-6,652 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 4,604

Change-4,604 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 3,713

Change-3,713 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 3,693

Change-3,693 (-100%)

Value—

Nwam LLC

N/A

Shares— from 3,418

Change-3,418 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 3,160

Change-3,160 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,154

Change-2,154 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 1,870

Change-1,870 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 1,779

Change-1,779 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,126

Change-1,126 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,005

Change-1,005 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 843

Change-843 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 800

Change-800 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 568

Change-568 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 450

Change-450 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 416

Change-416 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 272

Change-272 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 196

Change-196 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 162

Change-162 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 75

Change-75 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 46

Change-46 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	291,914	287,988	+3,926	+1%	$18.7M	$19.9M	+$1.2M	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	137,921	145,145	-7,224	-5%	$9.4M	$9.4M	-$12.1K	2026-11-02
Charter Capital Management, Llc\de	INCREASED	134,382	134,216	+166	+0%	$8.7M	$9.2M	+$455.6K	2026-10-28
Geneva Partners, LLC	INCREASED	88,371	82,906	+5,465	+7%	$5.4M	$6.0M	+$647.1K	2026-10-26
Cambridge Investment Research Advisors, Inc.	DECREASED	85,310	92,175	-6,865	-7%	$6.0M	$5.8M	-$163.0K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	74,926	53,875	+21,051	+39%	$3.5M	$5.1M	+$1.6M	2026-11-02
Sugar Maple Asset Management, LLC	INCREASED	53,130	51,720	+1,410	+3%	$3.4M	$3.6M	+$267.4K	2026-10-13
Midwest Financial Network, LLC	INCREASED	50,907	20,374	+30,533	+150%	$1.3M	$3.5M	+$2.1M	2026-10-13
Synergy Asset Management, LLC	NEW	34,195	—	+34,195	—	—	$2.3M	—	2026-11-05
Lido Advisors, LLC	INCREASED	31,850	28,737	+3,113	+11%	$1.9M	$2.2M	+$307.4K	2026-11-04
Creative Financial Designs Inc	DECREASED	29,880	38,607	-8,727	-23%	$2.5M	$2.0M	-$467.3K	2026-11-04
PFG Advisors	INCREASED	25,423	24,337	+1,086	+4%	$1.6M	$1.7M	+$154.7K	2026-10-16
Flagship Wealth Advisors, LLC	DECREASED	15,112	16,267	-1,155	-7%	$1.1M	$1.0M	-$24.9K	2026-11-03
Moneco Advisors, LLC	UNCHANGED	13,000	13,000	0	0%	$843.4K	$886.5K	+$43.0K	2026-11-05
Integrated Advisors Network LLC	DECREASED	12,850	13,150	-300	-2%	$853.2K	$876.2K	+$23.1K	2026-10-20
Creative Planning	DECREASED	12,255	12,277	-22	0%	$796.6K	$835.7K	+$39.1K	2026-11-02
Landaas & Co	INCREASED	11,008	8,151	+2,857	+35%	$528.8K	$750.6K	+$221.8K	2026-10-29
Park Avenue Securities LLC	INCREASED	10,930	9,139	+1,791	+20%	$593.0K	$745.0K	+$152.0K	2026-10-26
Herold Advisors, Inc.	DECREASED	10,270	11,070	-800	-7%	$718.0K	$700.3K	-$17.7K	2026-10-19
Wealth Enhancement Advisory Services, LLC	INCREASED	10,255	9,590	+665	+7%	$641.9K	$710.7K	+$68.8K	2026-10-13
Brown, Lisle Ings, Inc.	DECREASED	10,150	10,350	-200	-2%	$671.5K	$692.1K	+$20.6K	2026-10-16
J.W. Cole Advisors, Inc.	INCREASED	7,869	7,439	+430	+6%	$482.7K	$536.6K	+$54.0K	2026-11-05
CDM Financial Counseling Services, Inc.	UNCHANGED	7,850	7,850	0	0%	$509.3K	$535.3K	+$26.0K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	7,572	7,570	+2	+0%	$491.1K	$516.3K	+$25.2K	2026-10-08
Independent Financial Group, LLC	INCREASED	6,366	5,354	+1,012	+19%	$347.3K	$434.1K	+$86.7K	2026-10-13
Axxcess Wealth Management, LLC	UNCHANGED	6,336	6,336	0	0%	$411.1K	$432.1K	+$21.0K	2026-10-21
Sigma Planning Corp	DECREASED	6,036	6,094	-58	-1%	$395.4K	$411.6K	+$16.2K	2026-10-23
LJI Wealth Management, LLC	DECREASED	5,391	5,668	-277	-5%	$367.7K	$367.6K	-$86	2026-10-28
Naples Global Advisors, LLC	DECREASED	5,262	5,562	-300	-5%	$360.9K	$358.8K	-$2.0K	2026-11-05
PKS Advisory Services, LLC	UNCHANGED	5,062	5,062	0	0%	$328.5K	$328.5K	$0	2026-10-26
CoreCap Advisors, LLC	DECREASED	4,745	4,886	-141	-3%	$317.0K	$323.6K	+$6.6K	2026-10-08
Mascoma Wealth Management LLC	INCREASED	4,474	4,465	+9	+0%	$289.7K	$305.1K	+$15.4K	2026-10-23
Csenge Advisory Group	INCREASED	4,463	4,444	+19	+0%	$288.3K	$304.4K	+$16.0K	2026-11-04
HBW Advisory Services LLC	INCREASED	4,346	4,343	+3	+0%	$281.8K	$296.3K	+$14.6K	2026-10-15
Truist Financial Corp	INCREASED	4,149	3,245	+904	+28%	$210.6K	$282.9K	+$72.3K	2026-10-30
Glass Jacobson Investment Advisors llc	INCREASED	4,070	4,053	+17	+0%	$262.9K	$277.5K	+$14.6K	2026-10-26
Perryman Financial Advisory Inc	INCREASED	3,980	3,963	+17	+0%	$257.1K	$271.4K	+$14.2K	2026-10-16
MFA Wealth Services	DECREASED	3,482	3,782	-300	-8%	$245.4K	$237.5K	-$7.9K	2026-10-14
ShoreHaven Wealth Partners, LLC	DECREASED	3,452	3,749	-297	-8%	$243.2K	$235.4K	-$7.8K	2026-10-16
BXM Wealth LLC	UNCHANGED	3,200	3,200	0	0%	$207.6K	$218.2K	+$10.6K	2026-11-03
Cullen T Bankers, Inc.	DECREASED	3,082	3,264	-182	-6%	$211.8K	$210.2K	-$1.6K	2026-10-28
IFP Advisors, Inc	INCREASED	2,039	1,669	+370	+22%	$108.3K	$139.0K	+$30.8K	2026-10-16
Larson Financial Group LLC	DECREASED	1,913	1,991	-78	-4%	$129.2K	$130.5K	+$1.3K	2026-11-05
Allworth Financial LP	UNCHANGED	1,664	1,664	0	0%	$107.9K	$107.9K	$0	2026-11-06
Monetary Solutions, Ltd	INCREASED	1,193	1,191	+2	+0%	$77.3K	$81.4K	+$4.1K	2026-10-22
Next Level Wealth Planning, LLC	NEW	1,088	—	+1,088	—	—	$74.2K	—	2026-10-29
Fifth Third Bancorp	UNCHANGED	901	901	0	0%	$58.5K	$61.4K	+$3.0K	2026-11-05
CX Institutional	DECREASED	624	1,417	-793	-56%	$92	$43	-$49	2026-10-02
Concord Wealth Partners	INCREASED	509	507	+2	+0%	$32.9K	$34.7K	+$1.8K	2026-11-02
Birchwood Financial Partners, Inc.	INCREASED	436	434	+2	+0%	$28.2K	$29.7K	+$1.6K	2026-11-02
Gamma Investing LLC	UNCHANGED	403	403	0	0%	$26.1K	$27.5K	+$1.3K	2026-10-08
Cape Investment Advisory, Inc.	UNCHANGED	379	379	0	0%	$24.6K	$25.8K	+$1.3K	2026-10-13
Assetmark, Inc	UNCHANGED	325	325	0	0%	$21.1K	$22.2K	+$1.1K	2026-10-21
Latitude Advisors, LLC	NEW	254	—	+254	—	—	$17.3K	—	2026-10-27
Compass Financial Management LLC	UNCHANGED	78	78	0	0%	$5.4K	$5.3K	-$101	2026-10-30
Triumph Capital Management	UNCHANGED	52	52	0	0%	$3.4K	$3.5K	+$172	2026-10-14
Roxbury Financial LLC	UNCHANGED	14	14	0	0%	$921	$972	+$51	2026-10-01
Signature Equity Partners, LLC	UNCHANGED	10	10	0	0%	$649	$682	+$33	2026-10-29
RCS Financial Planning, LLC	CLOSED	0	13,637	-13,637	-100%	$884.8K	$0	-$884.8K	2026-10-14
Fifth Third Securities, Inc.	CLOSED	0	8,044	-8,044	-100%	$521.9K	$0	-$521.9K	2026-10-21
Wedbush Securities Inc	CLOSED	0	3,302	-3,302	-100%	$214.0K	$0	-$214.0K	2026-10-22
RDA Financial Network	CLOSED	0	3,222	-3,222	-100%	$209.0K	$0	-$209.0K	2026-10-15
AdvisorNet Financial, Inc	CLOSED	0	1,481	-1,481	-100%	$96.1K	$0	-$96.1K	2026-10-15
Cornerstone Planning Group LLC	CLOSED	0	883	-883	-100%	$59.2K	$0	-$59.2K	2026-10-16
Washington Trust Advisors, Inc.	CLOSED	0	200	-200	-100%	$13.0K	$0	-$13.0K	2026-10-22
Ameritas Advisory Services, LLC	N/A	—	1,092,623	-1,092,623	-100%	$70.9M	—	—	—
EP Wealth Advisors, LLC	N/A	—	278,867	-278,867	-100%	$18.1M	—	—	—
Bank of America Corp	N/A	—	235,076	-235,076	-100%	$15.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	130,209	-130,209	-100%	$8.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	118,097	-118,097	-100%	$7.7M	—	—	—
Cetera Investment Advisers	N/A	—	107,187	-107,187	-100%	$7.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	88,964	-88,964	-100%	$5.8M	—	—	—
FMR LLC	N/A	—	87,200	-87,200	-100%	$5.7M	—	—	—
Morgan Stanley	N/A	—	72,917	-72,917	-100%	$4.7M	—	—	—
UBS Group AG	N/A	—	63,146	-63,146	-100%	$4.1M	—	—	—
JPMorgan Chase & Co	N/A	—	58,213	-58,213	-100%	$3.8M	—	—	—
Raymond James Financial Inc	N/A	—	47,062	-47,062	-100%	$3.1M	—	—	—
Citadel Advisors LLC	N/A	—	42,450	-42,450	-100%	$2.8M	—	—	—
MML Investors Services, LLC	N/A	—	25,383	-25,383	-100%	$1.6M	—	—	—
&partners	N/A	—	25,275	-25,275	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	22,683	-22,683	-100%	$1.5M	—	—	—
Jane Street Group, LLC	N/A	—	21,140	-21,140	-100%	$1.4M	—	—	—
Arax Advisory Partners	N/A	—	19,723	-19,723	-100%	$1.3M	—	—	—
Stonebridge Financial Planning Group, LLC	N/A	—	17,533	-17,533	-100%	$1.1M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	14,802	-14,802	-100%	$960.4K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	12,204	-12,204	-100%	$791.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,140	-10,140	-100%	$657.9K	—	—	—
Principal Securities, Inc.	N/A	—	10,055	-10,055	-100%	$652.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	9,538	-9,538	-100%	$618.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,411	-9,411	-100%	$610.6K	—	—	—
Beck Bode, LLC	N/A	—	7,789	-7,789	-100%	$505.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	7,778	-7,778	-100%	$504.6K	—	—	—
Mutual Advisors, LLC	N/A	—	7,703	-7,703	-100%	$499.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	7,483	-7,483	-100%	$485.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,652	-6,652	-100%	$431.6K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	4,604	-4,604	-100%	$298.7K	—	—	—
ST Germain D J Co Inc	N/A	—	3,713	-3,713	-100%	$240.9K	—	—	—
Western Wealth Management, LLC	N/A	—	3,693	-3,693	-100%	$239.6K	—	—	—
Nwam LLC	N/A	—	3,418	-3,418	-100%	$221.7K	—	—	—
Northern Trust Corp	N/A	—	3,160	-3,160	-100%	$205.0K	—	—	—
Harbour Investments, Inc.	N/A	—	2,154	-2,154	-100%	$139.8K	—	—	—
Royal Bank of Canada	N/A	—	1,900	-1,900	-100%	$123.0K	—	—	—
Kerr Financial Planning Corp	N/A	—	1,870	-1,870	-100%	$121.3K	—	—	—
Darwin Wealth Management, LLC	N/A	—	1,779	-1,779	-100%	$115.5K	—	—	—
Wells Fargo & Company	N/A	—	1,126	-1,126	-100%	$73.1K	—	—	—
SHP Wealth Management	N/A	—	1,005	-1,005	-100%	$65.2K	—	—	—
IFG Advisory, LLC	N/A	—	843	-843	-100%	$54.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	800	-800	-100%	$51.9K	—	—	—
AE Wealth Management LLC	N/A	—	568	-568	-100%	$36.9K	—	—	—
Colonial Trust Advisors	N/A	—	450	-450	-100%	$29.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	416	-416	-100%	$27.0K	—	—	—
Continuum Advisory, LLC	N/A	—	272	-272	-100%	$17.6K	—	—	—
Qube Research & Technologies Ltd	N/A	—	196	-196	-100%	$12.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	162	-162	-100%	$10.5K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	80	-80	-100%	$5.2K	—	—	—
Bank of Montreal	N/A	—	75	-75	-100%	$4.9K	—	—	—
Vanguard Advisers Inc	N/A	—	46	-46	-100%	$3.0K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	33	-33	-100%	$2.1K	—	—	—

Showing 118 of 118 institutions