FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2310.00%0.00%0.00%Q4 2013Q3 202344
Cutler Group LLC / CA 1210.00%0.00%0.01%Q2 2017Q3 202340
MORGAN STANLEY 39390.00%0.00%0.01%Q1 2014Q3 202339
BANK OF AMERICA CORP /DE/ 3720.00%0.00%0.00%Q4 2013Q3 202339
ROYAL BANK OF CANADA 3310.00%0.00%0.00%Q4 2013Q3 202337
ENVESTNET ASSET MANAGEMENT INC 3420.00%0.04%0.17%Q2 2014Q3 202336
Sigma Planning Corp 36360.03%0.13%0.44%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Advisory Services Network, LLC 2780.01%0.22%0.78%Q4 2014Q3 202335
LYNCH & ASSOCIATES/IN 35350.13%0.24%0.39%Q2 2015Q4 202335
SMITH CHAS P & ASSOCIATES PA CPAS 3220.01%0.59%1.86%Q1 2015Q3 202334
WELLS FARGO & COMPANY/MN 34340.00%0.00%0.01%Q2 2015Q3 202334
Traynor Capital Management, Inc. 34340.10%0.29%0.62%Q2 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 33330.02%0.04%0.12%Q3 2015Q3 202333
Mariner, LLC 2610.00%0.09%0.19%Q1 2014Q3 202333
AMERIPRISE FINANCIAL INC 31310.00%0.00%0.00%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.05%1.20%Q1 2016Q3 202331
HighTower Advisors, LLC 31310.01%0.03%0.13%Q1 2016Q3 202331
Kistler-Tiffany Companies, LLC 31310.01%0.07%0.14%Q4 2015Q2 202331
LPL Financial LLC 2820.00%0.01%0.02%Q3 2014Q3 202330
Brinker Capital Investments, LLC 30300.04%0.27%0.41%Q3 2015Q4 202230
Court Place Advisors, LLC 30300.13%0.24%0.33%Q2 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.01%0.06%Q4 2014Q3 202330
JANE STREET GROUP, LLC 1410.00%0.01%0.10%Q2 2014Q3 202329
Raymond James Financial Services Advisors, Inc. 28280.00%0.01%0.04%Q4 2016Q3 202328
IFP Advisors, Inc 1710.00%0.01%0.08%Q4 2015Q3 202328
JPMORGAN CHASE & CO 2710.00%0.00%0.00%Q4 2015Q3 202328
FMR LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Lido Advisors, LLC 28280.19%0.88%1.44%Q4 2016Q3 202328
Creative Planning 910.00%0.00%0.00%Q2 2014Q3 202328
Citadel Advisors 710.00%0.00%0.00%Q4 2014Q3 202327
LINCOLN NATIONAL CORP 27270.01%0.03%0.06%Q1 2017Q3 202327
CITIGROUP INC 1910.00%0.00%0.00%Q1 2015Q3 202327
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.06%Q2 2017Q3 202326
Sunbelt Securities, Inc. 26260.01%0.17%0.44%Q2 2017Q3 202326
VICUS CAPITAL 26260.12%0.85%1.58%Q3 2016Q4 202226
Avior Wealth Management, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
RPg Family Wealth Advisory, LLC 2140.02%0.08%0.31%Q4 2015Q1 202225
Freedom Investment Management, Inc. 13120.02%0.37%1.99%Q1 2017Q2 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 1620.00%0.13%0.56%Q4 2016Q3 202325
Cetera Advisor Networks LLC 14110.00%0.02%0.03%Q1 2017Q3 202325
Exchange Capital Management, Inc. 25250.34%0.49%0.72%Q3 2017Q3 202325
Beaumont Financial Partners, LLC 810.14%1.87%4.12%Q2 2014Q4 202125
ACG Wealth 24240.04%0.06%0.08%Q4 2016Q3 202224
D.B. Root & Company, LLC 24240.09%0.14%0.24%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.07%0.15%Q4 2017Q3 202324
Smith, Salley & Associates 24240.09%0.13%0.18%Q4 2017Q3 202324
STIFEL FINANCIAL CORP 2040.00%0.01%0.02%Q2 2017Q3 202324
D L CARLSON INVESTMENT GROUP INC 24240.05%0.18%1.12%Q2 2017Q1 202324
GOLDMAN SACHS GROUP INC 820.00%0.00%0.01%Q4 2013Q1 202324
Tower Research Capital LLC (TRC) 1010.00%0.07%0.31%Q4 2015Q3 202323
OPTIMUM INVESTMENT ADVISORS 23230.01%0.02%0.03%Q1 2018Q3 202323
CWM, LLC 1580.00%0.01%0.05%Q4 2017Q3 202323
SPINNAKER TRUST 2120.05%0.61%0.88%Q2 2015Q2 202123
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.01%0.22%1.06%Q2 2014Q4 201923
Snowden Capital Advisors LLC 1040.02%0.05%0.13%Q3 2017Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.09%0.22%0.42%Q2 2018Q3 202322
Koshinski Asset Management, Inc. 22220.02%0.07%0.21%Q1 2018Q2 202322
Private Advisor Group, LLC 1110.00%0.01%0.03%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.11%Q3 2018Q3 202321
VALLEY NATIONAL ADVISERS INC 20200.02%0.05%0.17%Q4 2018Q3 202320
Bray Capital Advisors 20200.05%0.40%0.76%Q4 2018Q3 202320
FMA ADVISORY INC 1910.06%0.29%0.36%Q2 2015Q3 202120
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.01%0.04%Q4 2017Q4 202220
Full Sail Capital, LLC 20201.35%2.28%3.50%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
West Branch Capital LLC 1180.04%0.14%0.29%Q1 2018Q3 202319
D'Orazio & Associates, Inc. 19190.10%0.12%0.13%Q2 2018Q4 202219
Janney Montgomery Scott LLC 1450.00%0.01%0.01%Q1 2014Q3 202319
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
RAND WEALTH, LLC 18180.03%0.47%0.78%Q2 2014Q3 201818
SVB WEALTH LLC 18180.01%0.05%0.29%Q2 2019Q3 202318
PNC FINANCIAL SERVICES GROUP, INC. 1110.00%0.00%0.00%Q2 2015Q3 202318
Patriot Financial Group Insurance Agency, LLC 1310.01%0.30%0.70%Q3 2018Q3 202318
Global Retirement Partners, LLC 1430.00%0.15%0.48%Q1 2017Q3 202317
NEXT Financial Group, Inc 1010.00%0.01%0.07%Q2 2015Q4 202117
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.00%0.00%Q4 2018Q4 202217
BARCLAYS PLC 17170.00%0.00%0.00%Q4 2017Q4 202117
TRUE Private Wealth Advisors 810.01%1.27%3.00%Q4 2015Q4 202017
Cornerstone Management, Inc. 1130.05%0.35%0.64%Q1 2018Q3 202317
Maltin Wealth Management, Inc. 16160.83%1.38%1.87%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.03%0.31%0.50%Q4 2019Q3 202316
Bedel Financial Consulting, Inc. 16160.00%0.01%0.01%Q2 2018Q1 202216
MASSMUTUAL TRUST CO FSB/ADV 1210.00%0.00%0.00%Q1 2015Q3 201916
Western Wealth Management, LLC 840.03%0.06%0.07%Q1 2019Q3 202316
Mutual Advisors, LLC 1240.02%0.05%0.12%Q1 2018Q3 202316
Robertson Stephens Wealth Management, LLC 1330.09%0.21%0.44%Q4 2018Q3 202316
Element Wealth, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
ATLAS CAPITAL ADVISORS LLC 16160.09%0.25%0.69%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 1320.00%0.00%0.01%Q4 2019Q3 202315
Commonwealth Equity Services, Inc 15150.01%0.06%0.14%Q1 2014Q3 201715
Shamrock Asset Management LLC 1210.00%0.16%0.60%Q2 2014Q3 201915
CENTAURUS FINANCIAL, INC. 1140.01%0.04%0.06%Q4 2017Q3 202315
Sound Income Strategies, LLC 15150.00%0.00%0.01%Q4 2017Q2 202115
River Wealth Advisors LLC 1230.02%0.04%0.05%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Reitz Capital Advisors LLC 1310.16%0.31%0.41%Q2 2019Q2 202315
Tradewinds Capital Management, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Canton Hathaway, LLC 960.02%0.10%0.34%Q3 2018Q4 202215
Rosenberg Matthew Hamilton 15150.04%0.06%0.09%Q1 2020Q3 202315
Capital Investment Counsel, Inc 15150.05%0.09%0.11%Q1 2020Q3 202315
BLAIR WILLIAM & CO/IL 1230.00%0.00%0.00%Q4 2019Q3 202315
Capital Investment Advisory Services, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
55I, LLC 15150.15%0.50%1.72%Q1 2019Q3 202215
DELTA ASSET MANAGEMENT LLC/TN 1130.00%0.00%0.00%Q2 2019Q2 202314
FIFTH THIRD BANCORP 1310.00%0.00%0.00%Q1 2017Q4 202014
Orion Portfolio Solutions, LLC 1130.00%0.01%0.03%Q4 2019Q3 202314
Atria Investments, Inc 830.03%0.05%0.10%Q4 2016Q3 202114
Ellis Investment Partners, LLC 14140.00%0.01%0.01%Q2 2019Q3 202214
Financial Gravity Asset Management, Inc. 510.00%0.02%0.12%Q1 2018Q2 202314
SIGNATUREFD, LLC 1210.00%0.00%0.00%Q3 2016Q1 202214
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.13%1.53%1.68%Q3 2014Q4 201714
Valeo Financial Advisors, LLC 1310.00%0.01%0.02%Q1 2018Q3 202314
Rockefeller Capital Management L.P. 710.00%0.00%0.01%Q2 2018Q4 202214
Halpern Financial, Inc. 14140.00%0.00%0.02%Q4 2019Q1 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
CVA Family Office, LLC 14140.00%0.01%0.01%Q1 2020Q2 202314
Founders Capital Management 1110.00%0.00%0.00%Q1 2020Q4 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.08%0.10%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.11%0.24%Q3 2020Q3 202313
TRUIST FINANCIAL CORP 13130.00%0.00%0.01%Q4 2019Q4 202213
PFG Advisors 530.06%0.13%0.24%Q1 2018Q3 202313
ARS Wealth Advisors, LLC 13130.08%0.22%0.44%Q4 2016Q4 201913
Willingdon Wealth Management 13130.00%0.13%0.22%Q1 2017Q1 202013
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.00%0.01%Q3 2020Q3 202313
First Allied Advisory Services, Inc. 13130.01%0.12%0.32%Q4 2016Q4 201913
USAdvisors Wealth Management, LLC 13130.44%1.84%2.44%Q3 2020Q3 202313
Stone House Investment Management, LLC 810.01%0.66%2.29%Q4 2016Q3 202313
Birchcreek Wealth Management, LLC 12120.83%1.48%1.89%Q4 2020Q3 202312
BROWN BROTHERS HARRIMAN & CO 12120.00%0.00%0.00%Q4 2017Q3 202012
American Portfolios Advisors 12120.00%0.05%0.11%Q4 2017Q3 202012
Sandy Spring Bank 750.00%0.00%0.00%Q2 2019Q2 202312
Newfound Research LLC 720.04%1.80%3.30%Q1 2017Q3 202012
Galvin, Gaustad & Stein, LLC 12120.39%0.48%0.55%Q4 2020Q3 202312
Cetera Investment Advisers 720.00%0.11%0.36%Q1 2018Q3 202312
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q3 2018Q4 202212
Stonebridge Capital Advisors LLC 1110.00%0.00%0.00%Q2 2019Q3 202312
MCDONALD PARTNERS LLC 12120.09%0.11%0.13%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.10%0.23%Q4 2018Q3 202112
SG Americas Securities, LLC 710.00%0.01%0.04%Q2 2014Q4 201812
RAYMOND JAMES & ASSOCIATES 810.00%0.00%0.01%Q3 2019Q3 202312
Farmers & Merchants Trust Co of Chambersburg PA 11110.00%0.01%0.03%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
Sowell Financial Services LLC 720.00%0.02%0.10%Q4 2016Q1 202111
NorthCoast Asset Management LLC 710.01%0.19%0.51%Q3 2018Q3 202111
PERSONAL CFO SOLUTIONS, LLC 430.05%0.64%1.20%Q4 2019Q4 202211
WHALEROCK POINT PARTNERS, LLC 11110.11%0.21%0.32%Q2 2017Q4 201911
Cribstone Capital Management, LLC 11111.12%1.23%1.38%Q2 2020Q4 202211
Krilogy Financial LLC 910.02%0.03%0.04%Q3 2015Q3 201811
Bouvel Investment Partners, LLC 11110.62%1.95%2.77%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.03%Q1 2021Q3 202311
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11110.03%0.04%0.08%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.01%0.10%0.15%Q1 2019Q3 202111
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Risk Paradigm Group, LLC 11110.29%0.75%1.14%Q3 2015Q1 201811
Rehmann Capital Advisory Group 720.02%0.17%0.46%Q1 2017Q4 202111
FormulaFolio Investments, LLC 610.01%1.42%2.57%Q2 2015Q1 202010
Accel Wealth Management 10100.01%0.02%0.03%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.11%Q1 2021Q3 202310
WFG Advisors, LP 910.01%0.04%0.09%Q4 2014Q2 201710
UNITED CAPITAL FINANCIAL ADVISORS, LLC 640.00%0.00%0.01%Q2 2017Q1 202210
FLOW TRADERS U.S. LLC 710.00%0.05%0.10%Q4 2013Q3 202310
Rappaport Reiches Capital Management, LLC 10100.26%0.40%0.69%Q2 2021Q3 202310
SUNTRUST BANKS INC 10100.00%0.01%0.01%Q2 2017Q3 201910
Mascoma Wealth Management LLC 910.01%0.02%0.08%Q1 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.05%Q2 2018Q3 202010
Stratos Wealth Partners, LTD. 10100.01%0.07%0.12%Q2 2017Q3 201910
Cetera Advisors LLC 10100.01%0.04%0.06%Q4 2016Q1 201910
Carroll Financial Associates, Inc. 720.00%0.01%0.02%Q2 2018Q4 20219
Faithward Advisors, LLC 990.20%0.23%0.24%Q3 2021Q3 20239
Mosaic Family Wealth, LLC 990.00%0.00%0.00%Q1 2017Q1 20199
Prospera Financial Services Inc 990.02%0.02%0.07%Q3 2020Q3 20229
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q2 2018Q2 20219
Argentus Capital Management, LLC 990.00%0.11%0.20%Q2 2014Q2 20169
Arkadios Wealth Advisors 990.01%0.04%0.12%Q4 2019Q4 20219
D.A. DAVIDSON & CO. 810.00%0.01%0.01%Q4 2015Q3 20189
REILLY FINANCIAL ADVISORS, LLC 710.00%0.00%0.00%Q4 2018Q3 20219
LEUTHOLD GROUP, LLC 880.08%0.12%0.22%Q1 2021Q4 20228
Advisory Alpha, LLC 310.00%0.01%0.04%Q2 2018Q3 20218
Advisors Capital Management, LLC 530.01%0.01%0.01%Q1 2021Q3 20238
PGIM Custom Harvest LLC 440.02%0.09%0.19%Q4 2020Q3 20238
Congress Wealth Management LLC / DE / 880.30%0.40%0.46%Q4 2021Q3 20238
NORTHERN TRUST CORP 880.00%0.00%0.00%Q1 2017Q4 20188
Bell Rock Capital LLC 880.00%0.00%0.00%Q2 2017Q1 20198
CREDIT SUISSE AG/ 440.00%0.00%0.00%Q4 2018Q4 20208
Ameritas Advisory Services, LLC 880.07%0.10%0.17%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.27%0.31%0.35%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Qube Research & Technologies Ltd 710.00%0.00%0.00%Q3 2021Q3 20238
Pitti Group Wealth Management, LLC 881.47%1.69%1.89%Q4 2021Q3 20238
RMB Capital Management, LLC 880.01%0.01%0.02%Q1 2017Q4 20188
DeGreen Capital Management LLC 880.49%2.86%3.38%Q4 2016Q3 20188
NewEdge Advisors, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
WBH ADVISORY INC 530.03%0.05%0.12%Q3 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PROFESSIONAL PLANNING 530.26%1.06%2.50%Q4 2017Q3 20218
Flaharty Asset Management, LLC 880.15%0.20%0.26%Q1 2017Q4 20188
ROWLAND CARMICHAEL ADVISORS INC /ADV 880.20%0.27%0.30%Q4 2016Q3 20188
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.01%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.03%0.04%Q1 2022Q3 20237
Eldridge Investment Advisors, Inc. 610.08%0.22%0.33%Q4 2017Q2 20217
BB&T SECURITIES, LLC 770.00%0.01%0.02%Q1 2018Q3 20197
Crewe Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FDx Advisors, Inc. 770.01%0.01%0.02%Q4 2016Q2 20187
PACIFIC SUN FINANCIAL CORP 610.17%0.19%0.21%Q3 2021Q2 20237
LIBERTY WEALTH MANAGEMENT LLC 770.01%0.01%0.01%Q4 2018Q2 20207
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Addison Advisors LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Brookstone Capital Management 770.01%0.18%0.55%Q3 2021Q1 20237
MSI Financial Services Inc 610.00%0.00%0.02%Q3 2014Q4 20167
BOK Financial Private Wealth, Inc. 610.00%0.05%0.32%Q1 2020Q3 20237
Kore Private Wealth LLC 770.07%0.08%0.09%Q1 2020Q3 20217
Transamerica Financial Advisors, Inc. 610.00%0.03%0.05%Q2 2020Q3 20237
Merit Financial Group, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.06%0.07%0.08%Q1 2018Q3 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Destiny Wealth Partners, LLC 770.00%0.96%2.07%Q4 2020Q2 20227
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
PRUDENTIAL FINANCIAL INC 430.00%0.00%0.00%Q3 2020Q3 20227
Jacobi Capital Management LLC 660.00%0.00%0.01%Q2 2020Q3 20216
MARINO, STRAM & ASSOCIATES LLC 660.03%0.12%0.20%Q4 2017Q1 20196
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 662.63%2.78%2.87%Q2 2017Q3 20186
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Wealthcare Advisory Partners LLC 660.01%0.01%0.01%Q4 2017Q1 20196
Belpointe Asset Management LLC 410.01%0.04%0.12%Q4 2017Q1 20236
Connectus Wealth, LLC 330.04%0.18%0.51%Q1 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 420.00%0.00%0.01%Q3 2021Q3 20236
180 WEALTH ADVISORS, LLC 660.14%0.21%0.28%Q1 2018Q2 20196
U.S. Capital Wealth Advisors, LLC 310.01%0.03%0.07%Q3 2021Q3 20236
Gradient Investments LLC 410.00%0.00%0.00%Q2 2018Q3 20236
Independent Advisor Alliance 210.02%0.03%0.06%Q1 2018Q3 20206
B. Riley Wealth Advisors, Inc. 210.01%0.09%0.18%Q4 2015Q4 20216
Ahrens Investment Partners LLC 510.03%0.07%0.11%Q2 2021Q1 20236
QUADRANT CAPITAL GROUP LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Charles Schwab Investment Advisory, Inc. 660.10%0.19%0.39%Q1 2018Q2 20196
NWAM LLC 510.03%0.06%0.11%Q1 2018Q4 20226
Avantax Planning Partners, Inc. 660.01%0.02%0.02%Q4 2018Q1 20206
Capital Analysts, LLC 660.00%0.33%0.45%Q1 2021Q2 20226
ROMAN BUTLER FULLERTON & CO 660.43%0.51%0.59%Q1 2021Q2 20226
Larson Financial Group LLC 420.00%0.00%0.00%Q3 2020Q3 20236
ASSETMARK, INC 420.00%0.00%0.00%Q1 2021Q4 20226
Financial Partners Group, Inc 660.20%2.02%3.20%Q1 2018Q2 20196
Giralda Advisors, LLC 550.04%0.60%1.00%Q1 2015Q1 20165
KEYBANK NATIONAL ASSOCIATION/OH 550.00%0.00%0.00%Q3 2022Q3 20235
RAYMOND JAMES TRUST N.A. 550.02%0.03%0.04%Q3 2022Q3 20235
CENTRAL TRUST Co 550.00%0.00%0.00%Q2 2021Q2 20225
RFG Advisory, LLC 550.02%0.08%0.13%Q2 2022Q2 20235
Concord Wealth Partners 320.00%0.00%0.00%Q4 2021Q1 20235
Virtus ETF Advisers LLC 320.04%0.44%1.24%Q1 2017Q3 20185
Soltis Investment Advisors LLC 320.04%0.08%0.21%Q3 2020Q3 20225
Atlas Brown,Inc. 550.10%0.10%0.10%Q1 2021Q1 20225
Strategic Blueprint, LLC 550.04%0.05%0.06%Q4 2020Q4 20215
MATHER GROUP, LLC. 550.01%0.01%0.01%Q3 2021Q3 20225
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2016Q2 20185
BECK CAPITAL MANAGEMENT, LLC 550.16%0.30%0.38%Q3 2017Q3 20185
Ausdal Financial Partners, Inc. 410.07%0.12%0.16%Q1 2017Q3 20185
Summit X, LLC 410.00%0.13%0.17%Q1 2019Q3 20205
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Renaissance Technologies 410.00%0.00%0.00%Q1 2021Q4 20225
PFS Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Safeguard Investment Advisory Group, LLC 550.17%0.23%0.26%Q4 2021Q4 20225
Wealthspire Advisors, L.P. 550.00%0.00%0.00%Q4 2017Q4 20185
Silverleafe Capital Partners, LLC 410.12%2.16%3.23%Q1 2019Q4 20215
WELCH CAPITAL PARTNERS LLC/NY 550.08%0.08%0.09%Q4 2021Q4 20225
Strategic Asset Management, LLC 550.15%0.16%0.16%Q3 2021Q3 20225
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q3 2014Q1 20175
One Capital Management, LLC 550.02%0.04%0.06%Q4 2021Q4 20225
Walleye Trading LLC 550.00%0.00%0.00%Q1 2016Q1 20175
First Horizon Advisors, Inc. 410.00%0.00%0.00%Q1 2022Q3 20235
Foresight Wealth Management, LLC 550.09%0.28%0.37%Q2 2019Q2 20205
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q2 2021Q4 20224
Pinnacle Advisory Group, Inc. 440.85%0.94%1.08%Q2 2020Q1 20214
AGF MANAGEMENT LTD 440.01%0.03%0.04%Q4 2022Q3 20234
IFG Advisory, LLC 440.06%0.09%0.11%Q4 2017Q3 20184
High Net Worth Advisory Group LLC 440.01%0.01%0.03%Q1 2022Q4 20224
US BANCORP \DE\ 210.00%0.00%0.00%Q2 2016Q4 20224
AM INVESTMENT STRATEGIES LLC 440.05%0.06%0.06%Q1 2021Q4 20214
Trail Ridge Investment Advisors, LLC 440.19%0.24%0.29%Q1 2022Q4 20224
Fortis Advisors, LLC 440.19%0.23%0.27%Q1 2021Q4 20214
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Atlas Private Wealth Management, LLC 440.00%0.01%0.02%Q4 2019Q3 20204
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.06%0.08%0.12%Q4 2016Q1 20184
Almanack Investment Partners, LLC. 310.02%0.02%0.03%Q3 2021Q3 20224
CRA Financial Services, LLC 440.13%0.20%0.26%Q4 2018Q3 20194
Beaumont Capital Management, LLC 310.12%1.25%4.52%Q3 2021Q4 20224
Ancora Advisors LLC 310.00%0.00%0.00%Q3 2018Q3 20234
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2021Q3 20234
TBH Global Asset Management, LLC 440.06%0.08%0.09%Q4 2020Q3 20214
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Freedom, LLC 440.16%0.16%0.17%Q4 2022Q3 20234
Cornerstone Financial Partners, LLC 310.11%0.42%0.64%Q4 2016Q4 20174
Allegis Investment Advisors, LLC 110.06%0.27%0.57%Q4 2015Q3 20174
COBIZ WEALTH, LLC 220.05%0.33%0.95%Q4 2015Q1 20194
Certified Advisory Corp 440.00%0.00%0.00%Q3 2019Q2 20204
SAGE FINANCIAL GROUP INC 330.10%0.10%0.11%Q2 2020Q4 20203
Sonora Investment Management, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CX Institutional 330.02%0.10%0.25%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.20%0.21%0.22%Q4 2022Q3 20233
TWO SIGMA SECURITIES, LLC 110.01%0.02%0.05%Q1 2017Q4 20223
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q1 2022Q4 20223
SHEETS SMITH WEALTH MANAGEMENT 330.30%0.32%0.33%Q2 2021Q4 20213
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q4 20183
ERn Financial, LLC 330.82%1.16%1.43%Q3 2021Q1 20223
Lifeworks Advisors, LLC 330.41%0.51%0.57%Q4 2021Q2 20223
InterOcean Capital, LLC 330.04%0.05%0.06%Q1 2017Q3 20173
Permanens Capital L.P. 330.01%0.01%0.01%Q4 2020Q2 20213
Vigilant Capital Management, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
Financial Gravity Companies, Inc. 210.01%0.02%0.02%Q4 2017Q4 20183
Nvest Financial, LLC 210.20%0.98%1.92%Q1 2022Q2 20233
MKD WEALTH COACHES, LLC 330.56%0.61%0.67%Q2 2019Q4 20193
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20203
WINTRUST INVESTMENTS LLC 330.38%0.44%0.47%Q2 2018Q4 20183
Yoder Wealth Management, Inc. 331.33%1.55%1.76%Q1 2023Q3 20233
KCM INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q3 2021Q1 20223
LVZ, Inc. 332.37%2.45%2.50%Q1 2018Q3 20183
Axiom Investment Management LLC 330.08%0.08%0.08%Q4 2018Q2 20193
Pinnacle Private Wealth, LLC 330.70%0.73%0.76%Q4 2021Q2 20223
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Aspire Private Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cerity Partners LLC 330.07%0.07%0.08%Q1 2018Q3 20183
Spectrum Management Group, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
High Falls Advisors, Inc 330.44%0.45%0.45%Q4 2015Q2 20163
EP Wealth Advisors, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Barnett & Company, Inc. 330.01%0.01%0.01%Q3 2017Q1 20183
Secure Asset Management, LLC 330.07%0.08%0.08%Q4 2022Q2 20233
IRONWOOD WEALTH MANAGEMENT, INC. 330.01%0.01%0.01%Q4 2020Q2 20213
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
ACCURATE INVESTMENT SOLUTIONS, INC. 220.01%0.01%0.01%Q4 2017Q1 20182
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20142
Sanctuary Wealth Management, L.L.C. 220.02%0.04%0.05%Q2 2023Q3 20232
WMG Financial Advisors, LLC 220.33%0.33%0.33%Q4 2021Q1 20222
Eley Financial Management, Inc 221.58%1.66%1.74%Q4 2022Q1 20232
Ken Stern & Associates, Inc. 220.10%0.11%0.12%Q2 2018Q3 20182
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Amplius Wealth Advisors, LLC 220.06%0.07%0.08%Q2 2022Q3 20222
New England Capital Financial Advisors LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Parallel Advisors, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
WFA Asset Management Corp 220.01%0.01%0.01%Q3 2022Q4 20222
Quantitative Strategies, Inc. 223.96%3.99%4.03%Q2 2023Q3 20232
Fisher Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Investmark Advisory Group LLC 110.10%0.19%0.27%Q4 2021Q4 20222
Capital Asset Advisory Services LLC 220.00%0.00%0.00%Q2 2021Q3 20212
CABANA LLC 220.40%0.41%0.42%Q2 2018Q3 20182
PANORAMIC INVESTMENT ADVISORS, LLC 110.23%0.29%0.35%Q4 2022Q3 20232
InterOcean Capital Group, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
WealthPLAN Partners, LLC 220.05%0.05%0.06%Q1 2018Q2 20182
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
ENTERPRISE FINANCIAL SERVICES CORP 220.02%0.02%0.02%Q4 2019Q1 20202
Belmont Capital, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Dynamic Advisor Solutions LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Allworth Financial LP 110.00%0.00%0.00%Q3 2017Q3 20232
Cresset Asset Management, LLC 110.00%0.00%0.01%Q2 2023Q2 20232
Efficient Market Advisors, LLC 222.76%2.78%2.80%Q4 2016Q1 20172
Heritage Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Castle Rock Wealth Management, LLC 220.20%0.20%0.20%Q4 2020Q1 20212
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2020Q1 20212
AVIANCE CAPITAL MANAGEMENT, LLC 110.03%0.45%0.87%Q4 2014Q3 20152
CNB Bank 110.00%0.00%0.01%Q1 2019Q3 20232
Atlas Private Wealth Advisors 110.00%0.01%0.01%Q1 2021Q3 20212
Beaumont Asset Management, L.L.C. 220.75%0.85%0.96%Q4 2019Q1 20202
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
J.W. COLE ADVISORS, INC. 110.02%0.02%0.03%Q4 2019Q3 20202
Royal Capital Wealth Management, LLC 220.28%0.29%0.29%Q4 2021Q1 20222
Csenge Advisory Group 110.03%0.03%0.03%Q3 2021Q1 20222
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Valley Brook Capital Group, Inc. 220.05%0.06%0.07%Q4 2020Q1 20212
Bogart Wealth, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q4 2022Q1 20232
Q3 Asset Management 110.88%1.83%2.79%Q4 2020Q2 20212
Peregrine Asset Advisers, Inc. 110.11%0.18%0.26%Q4 2018Q1 20202
SJS Investment Consulting Inc. 220.00%0.01%0.01%Q4 2021Q1 20222
HBW ADVISORY SERVICES LLC 110.23%0.27%0.31%Q4 2020Q2 20212
COMERICA SECURITIES,INC. 220.24%0.25%0.25%Q1 2019Q2 20192
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
PLANNING DIRECTIONS INC 110.32%0.32%0.32%Q1 2020Q1 20201
KFA Private Wealth Group, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Dakota Wealth Management 110.10%0.10%0.10%Q2 2018Q2 20181
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q2 20181
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q3 2021Q3 20211
LJI Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q4 2019Q4 20191
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Wealth Management Group, Inc. 111.38%1.38%1.38%Q3 2023Q3 20231
BEAM WEALTH ADVISORS, INC. 110.91%0.91%0.91%Q4 2019Q4 20191
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Seven Springs Wealth Group, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
THOMPSON DAVIS & CO., INC. 110.02%0.02%0.02%Q3 2018Q3 20181
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2022Q1 20221
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.10%0.10%0.10%Q4 2019Q4 20191
Financial Architects, Inc 110.00%0.00%0.00%Q1 2020Q1 20201
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Claro Advisors LLC 110.09%0.09%0.09%Q4 2018Q4 20181
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Perigon Wealth Management, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
KerberRose Wealth Management, LLC 110.59%0.59%0.59%Q2 2022Q2 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MCIA Inc 110.06%0.06%0.06%Q3 2017Q3 20171
Empowered Funds, LLC 113.10%3.10%3.10%Q2 2021Q2 20211
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Global Financial Private Capital, Inc 110.02%0.02%0.02%Q2 2018Q2 20181
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
Advisors Preferred, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
F3Logic, LLC 110.51%0.51%0.51%Q3 2020Q3 20201
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
Monte Financial Group, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
FIFTH THIRD SECURITIES, INC. 110.14%0.14%0.14%Q2 2019Q2 20191
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Blue Chip Partners, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Foundations Investment Advisors, LLC 110.41%0.41%0.41%Q3 2018Q3 20181
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
Beaumont Financial Advisors, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
WEALTHSOURCE PARTNERS, LLC 110.41%0.41%0.41%Q1 2016Q1 20161
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Equitable Holdings, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Carolina Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
SYM FINANCIAL Corp 110.05%0.05%0.05%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Regal Investment Advisors LLC 110.12%0.12%0.12%Q2 2021Q2 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2022Q4 20221
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FIRST FINANCIAL EQUITY CORPORATION 110.23%0.23%0.23%Q1 2017Q1 20171
SMITH SHELLNUT WILSON LLC /ADV 114.26%4.26%4.26%Q2 2017Q2 20171
CAPITAL ONE FINANCIAL CORP 110.05%0.05%0.05%Q1 2020Q1 20201
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2018Q1 20181
Meridian Wealth Management, LLC 111.33%1.33%1.33%Q1 2017Q1 20171
COLONY GROUP LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Prostatis Group LLC 110.34%0.34%0.34%Q1 2020Q1 20201
Parisi Gray Wealth Management 110.01%0.01%0.01%Q1 2018Q1 20181
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Visionary Asset Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Milestone Investment Advisors LLC 110.08%0.08%0.08%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2023Q1 20231
Archer Investment Corp 110.00%0.00%0.00%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Stanford Investment Group, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
C M BIDWELL & ASSOCIATES LTD 110.01%0.01%0.01%Q2 2017Q2 20171
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Covington Capital Management 110.00%0.00%0.00%Q4 2018Q4 20181
Karp Capital Management Corp 111.65%1.65%1.65%Q2 2019Q2 20191
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
CMC Financial Group 111.60%1.60%1.60%Q2 2021Q2 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
AGF INVESTMENTS INC. 110.01%0.01%0.01%Q3 2022Q3 20221
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
LS Investment Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CreativeOne Wealth, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Elk River Wealth Management, LLC 110.51%0.51%0.51%Q4 2022Q4 20221
Catamount Wealth Management 110.01%0.01%0.01%Q4 2016Q4 20161
JOYN Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Cypress Wealth Advisors LLC 110.31%0.31%0.31%Q3 2018Q3 20181
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q2 2016Q2 20161
Ruggie Capital Group 110.03%0.03%0.03%Q4 2018Q4 20181
External links

This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.