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Fidelity LOW Durat Fact ETF (FLDR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Athena Wealth Management, LLC
DECREASED
Shares801,191 from 812,484
Change-11,293 (-1%)
Value$39.9M (-$852.4K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares671,984 from 689,383
Change-17,399 (-3%)
Value$33.4M (-$1.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares616,123 from 525,613
Change+90,510 (+17%)
Value$30.7M (+$4.3M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares527,890 from 406,348
Change+121,542 (+30%)
Value$26.3M (+$5.9M)
Filed 2026-11-02
Wealth Management Resources, Inc.
INCREASED
Shares319,392 from 304,171
Change+15,221 (+5%)
Value$15.9M (+$648.5K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares185,960 from 180,663
Change+5,297 (+3%)
Value$9.3M (+$198.9K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares176,817 from 185,411
Change-8,594 (-5%)
Value$8.8M (-$493.9K)
Filed 2026-10-23
Howard Wealth Management, LLC
INCREASED
Shares123,511 from 102,249
Change+21,262 (+21%)
Value$6.1M (+$1.0M)
Filed 2026-10-28
Kraft, Davis & Associates, LLC
INCREASED
Shares116,895 from 112,561
Change+4,334 (+4%)
Value$5.8M (+$198.2K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares97,690 from 95,270
Change+2,420 (+3%)
Value$4.9M (+$86.3K)
Filed 2026-10-20
OmniStar Financial Group, Inc.
INCREASED
Shares97,224 from 5,662
Change+91,562 (+1617%)
Value$4.8M (+$4.6M)
Filed 2026-10-26
RCS Financial Planning, LLC
DECREASED
Shares85,798 from 125,130
Change-39,332 (-31%)
Value$4.3M (-$2.0M)
Filed 2026-10-14
Tableaux LLC
DECREASED
Shares85,381 from 136,677
Change-51,296 (-38%)
Value$4.2M (-$2.6M)
Filed 2026-10-23
Cottage Street Advisors LLC
INCREASED
Shares77,205 from 69,659
Change+7,546 (+11%)
Value$3.8M (+$350.5K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares69,189 from 61,112
Change+8,077 (+13%)
Value$3.4M (+$380.0K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
DECREASED
Shares67,473 from 73,273
Change-5,800 (-8%)
Value$3.4M (-$314.8K)
Filed 2026-11-03
Great Lakes Retirement, Inc.
DECREASED
Shares65,054 from 65,650
Change-596 (-1%)
Value$3.2M (-$63.2K)
Filed 2026-10-26
NWF Advisory Services Inc.
DECREASED
Shares63,311 from 68,816
Change-5,505 (-8%)
Value$3.1M (-$298.5K)
Filed 2026-10-19
Flavin Financial Services, Inc.
INCREASED
Shares54,343 from 32,755
Change+21,588 (+66%)
Value$2.7M (+$1.1M)
Filed 2026-10-21
TradeWell Securities, Llc.
INCREASED
Shares41,255 from 36,024
Change+5,231 (+15%)
Value$2.1M (+$247.4K)
Filed 2026-10-21
Schwallier Wealth Management LLC
INCREASED
Shares39,738 from 38,577
Change+1,161 (+3%)
Value$2.0M (+$43.9K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares38,228 from 43,160
Change-4,932 (-11%)
Value$1.9M (-$260.8K)
Filed 2026-10-22
Elm3 Financial Group, LLC
INCREASED
Shares37,351 from 23,250
Change+14,101 (+61%)
Value$1.9M (+$693.2K)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares31,612 from 30,696
Change+916 (+3%)
Value$1.6M (+$34.6K)
Filed 2026-10-16
FCG Investment Co
INCREASED
Shares28,995 from 26,905
Change+2,090 (+8%)
Value$1.4M (+$94.4K)
Filed 2026-10-13
Financially Speaking Inc
DECREASED
Shares26,902 from 150,614
Change-123,712 (-82%)
Value$1.3M (-$6.2M)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares20,185 from 20,129
Change+56 (+0%)
Value$1.0M (-$4.4K)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares19,700 from 24,700
Change-5,000 (-20%)
Value$980.1K (-$257.6K)
Filed 2026-10-14
Parsons Capital Management Inc
DECREASED
Shares18,889 from 19,239
Change-350 (-2%)
Value$939.8K (-$24.3K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares17,421 from 9,905
Change+7,516 (+76%)
Value$868.3K (+$371.9K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
INCREASED
Shares15,926 from 15,786
Change+140 (+1%)
Value$792.4K (+$1.4K)
Filed 2026-10-20
Foronjy Financial LLC
INCREASED
Shares14,534 from 8,336
Change+6,198 (+74%)
Value$723.1K (+$305.4K)
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares14,178 from 13,352
Change+826 (+6%)
Value$705.4K (+$36.4K)
Filed 2026-11-05
Guidance Capital, Inc
INCREASED
Shares12,239 from 11,855
Change+384 (+3%)
Value$611.1K (+$16.7K)
Filed 2026-11-03
Revisor Wealth Management LLC
INCREASED
Shares11,292 from 11,286
Change+6 (+0%)
Value$563.2K (-$3.0K)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares9,881 from 10,213
Change-332 (-3%)
Value$491.6K (-$20.2K)
Filed 2026-11-04
Anson Capital, Inc.
DECREASED
Shares8,533 from 9,327
Change-794 (-9%)
Value$424.5K (-$42.8K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED
Shares8,474 from 8,391
Change+83 (+1%)
Value$421.6K (+$1.1K)
Filed 2026-10-29
Virtus Wealth Solutions LLC
INCREASED
Shares8,283 from 8,038
Change+245 (+3%)
Value$412.1K (+$9.3K)
Filed 2026-11-03
Southland Equity Partners LLC
DECREASED
Shares7,777 from 7,866
Change-89 (-1%)
Value$386.9K (-$7.2K)
Filed 2026-10-14
Seed Wealth Management, Inc.
DECREASED
Shares7,750 from 8,000
Change-250 (-3%)
Value$385.6K (-$15.3K)
Filed 2026-10-20
Independent Financial Group, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$373.1K (-$2.7K)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares7,437
Change+7,437
Value$370.0K
Filed 2026-10-28
New England Private Wealth Advisors LLC
INCREASED
Shares7,424 from 7,374
Change+50 (+1%)
Value$369.3K (-$323)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares6,020 from 5,950
Change+70 (+1%)
Value$299.5K (+$1.3K)
Filed 2026-10-23
Balboa Wealth Partners
NEW
Shares5,628
Change+5,628
Value$280.0K
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares5,547 from 6,802
Change-1,255 (-18%)
Value$276.0K (-$64.9K)
Filed 2026-11-05
Rasp Wealth Solutions, LLC
INCREASED
Shares5,169 from 4,524
Change+645 (+14%)
Value$257.2K (+$30.5K)
Filed 2026-11-06
GK Wealth Management LLC
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$219.7K (-$1.6K)
Filed 2026-10-09
West Branch Capital LLC
INCREASED
Shares2,419 from 2,398
Change+21 (+1%)
Value$120.3K (+$163)
Filed 2026-10-20
JFS Wealth Advisors, LLC
INCREASED
Shares1,955 from 1,936
Change+19 (+1%)
Value$97.3K (+$250)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares1,490 from 1,858
Change-368 (-20%)
Value$74.4K (-$18.7K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares1,348 from 1,340
Change+8 (+1%)
Value$67.1K (-$81)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares1,174 from 1,243
Change-69 (-6%)
Value$58.4K (-$3.9K)
Filed 2026-10-27
Blueline Advisors LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$42.7K (-$307)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares855 from 782
Change+73 (+9%)
Value$42.5K (+$3.4K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares668 from 667
Change+1 (+0%)
Value$33.2K (-$213)
Filed 2026-10-08
Creative Financial Designs Inc
NEW
Shares654
Change+654
Value$32.5K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares552
Change+552
Value$27.5K
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares511 from 506
Change+5 (+1%)
Value$25.4K (+$66)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares497 from 664
Change-167 (-25%)
Value$24.7K (-$8.5K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$8.6K (-$62)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares159 from 158
Change+1 (+1%)
Value$7.9K (+$21)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.5K (-$53)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares83
Change+83
Value$4.1K
Filed 2026-10-21
Mosley Wealth Management
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.1K (-$8)
Filed 2026-10-16
Rossby Financial, LCC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.4K (-$10)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.4K (-$10)
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares22 from 1
Change+21 (+2100%)
Value$1.1K (+$1.1K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares21 from 818
Change-797 (-97%)
Value$1.0K (-$40.0K)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$448 (-$3)
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares3
Change+3
Value$149
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares0 from 0
Change0
Value$20 ($0)
Filed 2026-11-06
FMR LLC
N/A
Shares— from 8,873,080
Change-8,873,080 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,245,406
Change-1,245,406 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 890,174
Change-890,174 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 454,714
Change-454,714 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 309,601
Change-309,601 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 297,206
Change-297,206 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 295,935
Change-295,935 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 246,964
Change-246,964 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 241,780
Change-241,780 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 225,336
Change-225,336 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 207,532
Change-207,532 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 206,400
Change-206,400 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 185,258
Change-185,258 (-100%)
Value—
UBS Group AG
N/A
Shares— from 153,932
Change-153,932 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 119,876
Change-119,876 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 110,473
Change-110,473 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 104,025
Change-104,025 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 93,083
Change-93,083 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 84,869
Change-84,869 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 80,545
Change-80,545 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 78,345
Change-78,345 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 74,205
Change-74,205 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 69,149
Change-69,149 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 68,508
Change-68,508 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 55,800
Change-55,800 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 43,014
Change-43,014 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 34,255
Change-34,255 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 34,048
Change-34,048 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,639
Change-26,639 (-100%)
Value—
&partners
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,810
Change-13,810 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 11,263
Change-11,263 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,667
Change-9,667 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,297
Change-9,297 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,584
Change-6,584 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 266
Change-266 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Athena Wealth Management, LLC
DECREASED801,191812,484-11,293-1%$40.7M$39.9M-$852.4K2026-10-09
Commonwealth Equity Services, LLC
DECREASED671,984689,383-17,399-3%$34.5M$33.4M-$1.1M2026-11-02
LPL Financial LLC
INCREASED616,123525,613+90,510+17%$26.3M$30.7M+$4.3M2026-11-06
Kestra Advisory Services, LLC
INCREASED527,890406,348+121,542+30%$20.4M$26.3M+$5.9M2026-11-02
Wealth Management Resources, Inc.
INCREASED319,392304,171+15,221+5%$15.2M$15.9M+$648.5K2026-10-21
Koshinski Asset Management, Inc.
INCREASED185,960180,663+5,297+3%$9.1M$9.3M+$198.9K2026-10-29
Sowell Financial Services LLC
DECREASED176,817185,411-8,594-5%$9.3M$8.8M-$493.9K2026-10-23
Howard Wealth Management, LLC
INCREASED123,511102,249+21,262+21%$5.1M$6.1M+$1.0M2026-10-28
Kraft, Davis & Associates, LLC
INCREASED116,895112,561+4,334+4%$5.6M$5.8M+$198.2K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED97,69095,270+2,420+3%$4.8M$4.9M+$86.3K2026-10-20
OmniStar Financial Group, Inc.
INCREASED97,2245,662+91,562+1617%$283.8K$4.8M+$4.6M2026-10-26
RCS Financial Planning, LLC
DECREASED85,798125,130-39,332-31%$6.3M$4.3M-$2.0M2026-10-14
Tableaux LLC
DECREASED85,381136,677-51,296-38%$6.8M$4.2M-$2.6M2026-10-23
Cottage Street Advisors LLC
INCREASED77,20569,659+7,546+11%$3.5M$3.8M+$350.5K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED69,18961,112+8,077+13%$3.1M$3.4M+$380.0K2026-11-02
Huntleigh Advisors, Inc.
DECREASED67,47373,273-5,800-8%$3.7M$3.4M-$314.8K2026-11-03
Great Lakes Retirement, Inc.
DECREASED65,05465,650-596-1%$3.3M$3.2M-$63.2K2026-10-26
NWF Advisory Services Inc.
DECREASED63,31168,816-5,505-8%$3.4M$3.1M-$298.5K2026-10-19
Flavin Financial Services, Inc.
INCREASED54,34332,755+21,588+66%$1.6M$2.7M+$1.1M2026-10-21
TradeWell Securities, Llc.
INCREASED41,25536,024+5,231+15%$1.8M$2.1M+$247.4K2026-10-21
Schwallier Wealth Management LLC
INCREASED39,73838,577+1,161+3%$1.9M$2.0M+$43.9K2026-11-05
Strategic Blueprint, LLC
DECREASED38,22843,160-4,932-11%$2.2M$1.9M-$260.8K2026-10-22
Elm3 Financial Group, LLC
INCREASED37,35123,250+14,101+61%$1.2M$1.9M+$693.2K2026-10-07
PFG Advisors
INCREASED31,61230,696+916+3%$1.5M$1.6M+$34.6K2026-10-16
FCG Investment Co
INCREASED28,99526,905+2,090+8%$1.3M$1.4M+$94.4K2026-10-13
Financially Speaking Inc
DECREASED26,902150,614-123,712-82%$7.5M$1.3M-$6.2M2026-11-05
LongView Wealth Management
INCREASED20,18520,129+56+0%$1.0M$1.0M-$4.4K2026-10-19
Davenport & Co LLC
DECREASED19,70024,700-5,000-20%$1.2M$980.1K-$257.6K2026-10-14
Parsons Capital Management Inc
DECREASED18,88919,239-350-2%$964.1K$939.8K-$24.3K2026-10-28
AdvisorNet Financial, Inc
INCREASED17,4219,905+7,516+76%$496.3K$868.3K+$371.9K2026-10-15
Genesee Capital Advisors, LLC
INCREASED15,92615,786+140+1%$791.0K$792.4K+$1.4K2026-10-20
Foronjy Financial LLC
INCREASED14,5348,336+6,198+74%$417.7K$723.1K+$305.4K2026-10-14
Meridian Wealth Management, LLC
INCREASED14,17813,352+826+6%$669.0K$705.4K+$36.4K2026-11-05
Guidance Capital, Inc
INCREASED12,23911,855+384+3%$594.4K$611.1K+$16.7K2026-11-03
Revisor Wealth Management LLC
INCREASED11,29211,286+6+0%$566.3K$563.2K-$3.0K2026-10-20
Csenge Advisory Group
DECREASED9,88110,213-332-3%$511.8K$491.6K-$20.2K2026-11-04
Anson Capital, Inc.
DECREASED8,5339,327-794-9%$467.4K$424.5K-$42.8K2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED8,4748,391+83+1%$420.5K$421.6K+$1.1K2026-10-29
Virtus Wealth Solutions LLC
INCREASED8,2838,038+245+3%$402.8K$412.1K+$9.3K2026-11-03
Southland Equity Partners LLC
DECREASED7,7777,866-89-1%$394.2K$386.9K-$7.2K2026-10-14
Seed Wealth Management, Inc.
DECREASED7,7508,000-250-3%$400.9K$385.6K-$15.3K2026-10-20
Independent Financial Group, LLC
UNCHANGED7,5007,50000%$375.8K$373.1K-$2.7K2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW7,437—+7,437——$370.0K—2026-10-28
New England Private Wealth Advisors LLC
INCREASED7,4247,374+50+1%$369.7K$369.3K-$3232026-10-19
Sigma Planning Corp
INCREASED6,0205,950+70+1%$298.2K$299.5K+$1.3K2026-10-23
Balboa Wealth Partners
NEW5,628—+5,628——$280.0K—2026-10-20
J.W. Cole Advisors, Inc.
DECREASED5,5476,802-1,255-18%$340.9K$276.0K-$64.9K2026-11-05
Rasp Wealth Solutions, LLC
INCREASED5,1694,524+645+14%$226.7K$257.2K+$30.5K2026-11-06
GK Wealth Management LLC
UNCHANGED4,4164,41600%$221.3K$219.7K-$1.6K2026-10-09
West Branch Capital LLC
INCREASED2,4192,398+21+1%$120.2K$120.3K+$1632026-10-20
JFS Wealth Advisors, LLC
INCREASED1,9551,936+19+1%$97.0K$97.3K+$2502026-11-03
Capital Investment Advisory Services, LLC
DECREASED1,4901,858-368-20%$93.1K$74.4K-$18.7K2026-10-30
IFP Advisors, Inc
INCREASED1,3481,340+8+1%$67.1K$67.1K-$812026-10-16
WPG Advisers, LLC
DECREASED1,1741,243-69-6%$62.3K$58.4K-$3.9K2026-10-27
Blueline Advisors LLC
UNCHANGED85985900%$43.0K$42.7K-$3072026-10-15
Spire Wealth Management
INCREASED855782+73+9%$39.2K$42.5K+$3.4K2026-10-30
Farther Finance Advisors, LLC
INCREASED668667+1+0%$33.4K$33.2K-$2132026-10-08
Creative Financial Designs Inc
NEW654—+654——$32.5K—2026-11-04
Nova Financial LLC
NEW552—+552——$27.5K—2026-11-04
GHP Investment Advisors, Inc.
INCREASED511506+5+1%$25.4K$25.4K+$662026-10-15
Fifth Third Bancorp
DECREASED497664-167-25%$33.3K$24.7K-$8.5K2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED17317300%$8.7K$8.6K-$622026-11-02
Jnba Financial Advisors
INCREASED159158+1+1%$7.9K$7.9K+$212026-11-03
Triumph Capital Management
UNCHANGED15015000%$7.5K$7.5K-$532026-10-14
Root Financial Partners, LLC
NEW83—+83——$4.1K—2026-10-21
Mosley Wealth Management
UNCHANGED424200%$2.1K$2.1K-$82026-10-16
Rossby Financial, LCC
UNCHANGED292900%$1.5K$1.4K-$102026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED282800%$1.4K$1.4K-$102026-11-04
Kingdom Financial Group Llc.
INCREASED221+21+2100%$33$1.1K+$1.1K2026-11-04
Elevated Capital Advisors, LLC
DECREASED21818-797-97%$41.0K$1.0K-$40.0K2026-11-04
Compass Financial Management LLC
UNCHANGED9900%$451$448-$32026-10-30
Mainstream Capital Management LLC
NEW3—+3——$149—2026-10-23
Allworth Financial LP
UNCHANGED000—$20$20$02026-11-06
FMR LLC
N/A—8,873,080-8,873,080-100%$444.6M———
Wells Fargo & Company
N/A—1,245,406-1,245,406-100%$62.4M———
Raymond James Financial Inc
N/A—890,174-890,174-100%$44.6M———
AE Wealth Management LLC
N/A—454,714-454,714-100%$22.8M———
Bank of America Corp
N/A—309,601-309,601-100%$15.5M———
MML Investors Services, LLC
N/A—297,206-297,206-100%$14.9M———
Jane Street Group, LLC
N/A—295,935-295,935-100%$14.8M———
Osaic Holdings, Inc.
N/A—246,964-246,964-100%$12.4M———
Morgan Stanley
N/A—241,780-241,780-100%$12.1M———
Stratos Wealth Partners, Ltd.
N/A—225,336-225,336-100%$11.3M———
Envestnet Asset Management Inc
N/A—207,532-207,532-100%$10.4M———
Northwestern Mutual Wealth Management Co
N/A—206,400-206,400-100%$10.3M———
WealthTrust Axiom LLC
N/A—185,258-185,258-100%$9.3M———
UBS Group AG
N/A—153,932-153,932-100%$7.7M———
Arete Wealth Advisors, LLC
N/A—119,876-119,876-100%$6.0M———
Planning Directions Inc
N/A—110,473-110,473-100%$5.5M———
Royal Bank of Canada
N/A—104,025-104,025-100%$5.2M———
HighTower Advisors, LLC
N/A—93,083-93,083-100%$4.7M———
Cetera Investment Advisers
N/A—84,869-84,869-100%$4.3M———
Lakeridge Wealth Management LLC
N/A—80,545-80,545-100%$4.0M———
JPMorgan Chase & Co
N/A—78,345-78,345-100%$3.9M———
Lowery Thomas, LLC
N/A—74,205-74,205-100%$3.7M———
Fortis Capital Management LLC
N/A—69,149-69,149-100%$3.5M———
Perspective Wealth Advisors LLC
N/A—68,508-68,508-100%$3.4M———
Snowden Capital Advisors LLC
N/A—55,800-55,800-100%$2.8M———
Burnham & Co LLC
N/A—43,014-43,014-100%$2.2M———
World Investment Advisors
N/A—34,255-34,255-100%$1.7M———
Kastel Capital Advisors, LLC
N/A—34,048-34,048-100%$1.7M———
HRT Financial LP
N/A—26,639-26,639-100%$1.3M———
&partners
N/A—15,930-15,930-100%$798.3K———
Principal Securities, Inc.
N/A—13,810-13,810-100%$692.0K———
Shufro Rose & Co LLC
N/A—13,300-13,300-100%$666.5K———
Meadowbrook Advisors Group, LLC
N/A—11,263-11,263-100%$564.4K———
Essex Financial Services, Inc.
N/A—10,980-10,980-100%$550.2K———
LaSalle St. Investment Advisors, LLC
N/A—10,257-10,257-100%$514.0K———
Ameritas Advisory Services, LLC
N/A—9,667-9,667-100%$484.4K———
Savvy Advisors, Inc.
N/A—9,297-9,297-100%$465.9K———
GWN Securities Inc.
N/A—8,323-8,323-100%$417.1K———
Global Retirement Partners, LLC
N/A—6,640-6,640-100%$332.7K———
Liberty Wealth Management LLC
N/A—6,584-6,584-100%$329.5K———
Sequoia Financial Advisors, LLC
N/A—6,580-6,580-100%$329.7K———
Seldon Capital LP
N/A—6,552-6,552-100%$328.3K———
Rockefeller Capital Management L.P.
N/A—5,707-5,707-100%$286.0K———
Kovack Advisors, Inc.
N/A—5,656-5,656-100%$283.4K———
Envestnet Portfolio Solutions, Inc.
N/A—4,954-4,954-100%$248.2K———
Addison Capital Co
N/A—4,479-4,479-100%$224.4K———
Bogart Wealth, LLC
N/A—3,100-3,100-100%$155.3K———
Medallion Wealth Advisors, LLC
N/A—2,000-2,000-100%$100.2K———
Steward Partners Investment Advisory, LLC
N/A—1,975-1,975-100%$99.0K———
Aptus Capital Advisors, LLC
N/A—1,858-1,858-100%$93.1K———
Arax Advisory Partners
N/A—1,091-1,091-100%$54.6K———
Geneos Wealth Management Inc.
N/A—266-266-100%$13.4K———
Tanglewood Legacy Advisors, LLC
N/A—104-104-100%$5.2K———
Private Wealth Asset Management, LLC
N/A—20-20-100%$1.0K———
Showing 127 of 127 institutions