FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q4 2013Q3 202346
MORGAN STANLEY 39390.00%0.00%0.00%Q1 2014Q3 202339
ROYAL BANK OF CANADA 38380.00%0.00%0.00%Q2 2014Q3 202338
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.01%Q2 2014Q3 202338
LPL Financial LLC 37370.01%0.01%0.02%Q3 2014Q3 202337
LYNCH & ASSOCIATES/IN 36360.12%0.28%0.43%Q1 2015Q4 202336
Traynor Capital Management, Inc. 36360.69%1.14%1.85%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.00%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 3420.00%0.04%0.17%Q2 2014Q3 202336
Sigma Planning Corp 36360.11%0.30%0.67%Q4 2014Q3 202336
UBS Group AG 35350.00%0.00%0.01%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.00%0.22%0.62%Q4 2014Q3 202335
VICUS CAPITAL 2960.05%0.77%2.32%Q4 2014Q3 202335
SMITH CHAS P & ASSOCIATES PA CPAS 35350.04%0.67%1.33%Q1 2015Q3 202335
Cambridge Investment Research Advisors, Inc. 3310.04%0.07%0.11%Q3 2014Q3 202334
Atlas Brown,Inc. 34340.09%0.58%0.96%Q2 2015Q3 202334
HighTower Advisors, LLC 33330.00%0.02%0.05%Q3 2015Q3 202333
Creative Planning 1910.00%0.00%0.00%Q2 2014Q3 202332
VALLEY NATIONAL ADVISERS INC 32320.00%0.02%0.10%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1630.00%0.05%0.19%Q4 2014Q3 202332
Beaumont Financial Partners, LLC 2320.03%1.46%4.08%Q2 2014Q3 202232
IFP Advisors, Inc 17140.00%0.03%0.18%Q4 2015Q3 202331
FMR LLC 3010.00%0.00%0.00%Q4 2015Q3 202331
AMERIPRISE FINANCIAL INC 31310.00%0.00%0.01%Q1 2016Q3 202331
WEATHERLY ASSET MANAGEMENT L. P. 30300.07%0.46%1.18%Q2 2016Q3 202330
Geneos Wealth Management Inc. 2820.01%0.08%0.69%Q1 2016Q3 202330
CWM, LLC 2180.00%0.00%0.02%Q2 2016Q3 202329
Lido Advisors, LLC 28280.15%0.98%1.74%Q4 2016Q3 202328
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.01%Q4 2013Q2 202328
Armor Investment Advisors, LLC 28281.31%2.22%3.28%Q4 2016Q3 202328
Sunbelt Securities, Inc. 2610.03%0.22%0.63%Q4 2016Q3 202327
JPMORGAN CHASE & CO 2510.00%0.00%0.00%Q4 2015Q3 202327
Patriot Financial Group Insurance Agency, LLC 2430.07%0.37%1.03%Q4 2016Q3 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2410.00%0.01%0.02%Q4 2014Q3 202327
Mariner, LLC 2520.01%0.02%0.07%Q3 2016Q3 202327
NORTHERN TRUST CORP 27270.00%0.00%0.00%Q1 2017Q3 202327
WHALEROCK POINT PARTNERS, LLC 26260.10%0.23%0.42%Q2 2017Q3 202326
LINCOLN NATIONAL CORP 26260.01%0.05%0.11%Q2 2017Q3 202326
Exchange Capital Management, Inc. 25250.22%0.81%1.12%Q3 2017Q3 202325
Court Place Advisors, LLC 25250.18%0.30%0.41%Q3 2017Q3 202325
RWA WEALTH PARTNERS, LLC 24240.41%2.73%4.43%Q4 2017Q3 202324
D L CARLSON INVESTMENT GROUP INC 24240.07%0.17%0.90%Q2 2017Q1 202324
Smith, Salley & Associates 24240.11%0.15%0.22%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 24240.00%0.00%0.00%Q1 2017Q4 202224
Snowden Capital Advisors LLC 1680.04%0.08%0.13%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.09%0.14%Q4 2017Q3 202324
Rehmann Capital Advisory Group 1580.03%0.22%0.67%Q3 2017Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.01%0.17%0.82%Q2 2014Q4 201923
CREATIVE FINANCIAL DESIGNS INC /ADV 1940.00%0.31%0.97%Q4 2016Q3 202323
Winslow, Evans & Crocker, Inc. 23230.00%0.00%0.01%Q2 2015Q4 202023
Fisher Asset Management, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
MML INVESTORS SERVICES, LLC 23230.01%0.01%0.03%Q1 2018Q3 202323
RPg Family Wealth Advisory, LLC 1110.01%0.04%0.16%Q4 2015Q1 202222
Mascoma Wealth Management LLC 12100.00%0.66%1.25%Q2 2017Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.02%0.06%Q2 2018Q3 202322
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
Canton Hathaway, LLC 21210.10%0.29%0.50%Q3 2018Q3 202321
Private Advisor Group, LLC 1910.00%0.01%0.10%Q2 2015Q3 202321
Cetera Advisors LLC 1740.00%0.08%0.13%Q4 2016Q3 202321
Gradient Investments LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.07%0.31%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.11%0.38%Q1 2017Q3 202321
SCHMIDT P J INVESTMENT MANAGEMENT INC 1380.04%0.12%0.20%Q3 2016Q3 202321
Certified Advisory Corp 1190.01%0.09%0.30%Q4 2017Q1 202320
FMA ADVISORY INC 1910.16%0.21%0.25%Q2 2015Q3 202120
ROMAN BUTLER FULLERTON & CO 20200.22%0.36%0.61%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.12%0.37%1.00%Q4 2018Q3 202320
McIlrath & Eck, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
JANE STREET GROUP, LLC 810.00%0.01%0.04%Q4 2014Q3 202320
Transamerica Financial Advisors, Inc. 1710.00%0.02%0.08%Q4 2014Q2 202220
Full Sail Capital, LLC 20202.91%3.41%4.64%Q4 2018Q3 202320
Xcel Wealth Management, LLC 20200.09%0.15%0.27%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.09%0.11%0.15%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.01%0.01%0.02%Q4 2018Q3 202320
Richard C. Young & CO., LTD. 1810.07%4.51%7.52%Q3 2014Q4 202120
Jaffetilchin Investment Partners, LLC 1410.03%0.06%0.21%Q2 2018Q3 202320
Eagle Capital Management, LLC 20202.90%4.69%8.23%Q4 2018Q3 202320
Financial Partners Group, Inc 1540.30%2.23%5.96%Q2 2018Q3 202319
Mutual Advisors, LLC 1450.01%0.04%0.05%Q4 2018Q3 202319
First Horizon Advisors, Inc. 19190.00%0.00%0.00%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Silverleafe Capital Partners, LLC 19190.11%0.25%0.47%Q2 2019Q4 202319
D'Orazio & Associates, Inc. 19190.11%0.14%0.18%Q2 2018Q4 202219
Citadel Advisors 610.00%0.00%0.00%Q1 2015Q3 202319
RAYMOND JAMES & ASSOCIATES 1130.00%0.00%0.00%Q4 2014Q3 202318
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.01%0.03%0.08%Q4 2014Q1 201918
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
B. Riley Wealth Advisors, Inc. 1020.01%0.05%0.12%Q4 2014Q1 202318
SVB WEALTH LLC 18180.02%0.05%0.21%Q2 2019Q3 202318
KEYBANK NATIONAL ASSOCIATION/OH 17170.00%0.00%0.00%Q3 2016Q3 202017
TRUSTCORE FINANCIAL SERVICES, LLC 1030.00%0.00%0.00%Q4 2017Q2 202217
Lowe Wealth Advisors, LLC 17170.00%0.00%0.00%Q2 2019Q2 202317
Eldridge Investment Advisors, Inc. 17170.18%0.48%1.15%Q3 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.06%0.85%2.18%Q3 2019Q3 202317
Legacy Financial Strategies, LLC 17170.87%1.03%1.13%Q3 2019Q3 202317
Regal Investment Advisors LLC 1010.00%0.04%0.08%Q2 2015Q3 202317
Demars Financial Group, LLC 16160.50%1.21%2.95%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 1410.00%0.00%0.00%Q2 2015Q3 202316
Brinker Capital Investments, LLC 1420.00%0.03%0.09%Q3 2016Q4 202216
Element Wealth, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.51%0.83%1.02%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.00%0.02%0.03%Q4 2019Q3 202316
American Portfolios Advisors 16160.00%0.00%0.01%Q4 2018Q3 202216
TRUIST FINANCIAL CORP 16160.01%0.01%0.04%Q4 2019Q3 202316
Bedel Financial Consulting, Inc. 16160.00%0.01%0.01%Q2 2018Q1 202216
Commonwealth Equity Services, Inc 16160.01%0.06%0.12%Q4 2013Q3 201716
TBH Global Asset Management, LLC 16160.09%0.66%2.14%Q4 2019Q3 202316
Spectrum Management Group, LLC 16160.02%0.75%3.92%Q4 2018Q3 202216
TANDEM CAPITAL MANAGEMENT CORP /ADV 16160.72%0.80%0.94%Q4 2019Q3 202316
Advisory Alpha, LLC 1110.00%0.06%0.19%Q1 2017Q2 202216
Plante Moran Financial Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
S.A. Mason LLC 16160.03%0.03%0.04%Q4 2019Q3 202316
Halpern Financial, Inc. 16161.34%6.67%10.96%Q4 2019Q3 202316
Beaumont Asset Management, L.L.C. 16161.15%1.35%1.81%Q4 2019Q3 202316
RAND WEALTH, LLC 16160.15%0.27%0.68%Q4 2014Q3 201816
FIFTH THIRD BANCORP 1060.00%0.00%0.00%Q3 2018Q3 202316
Karp Capital Management Corp 16161.21%2.00%2.77%Q4 2018Q3 202216
Integrated Advisors Network LLC 16160.10%0.16%0.31%Q4 2019Q3 202316
Capital Investment Advisory Services, LLC 1120.00%0.00%0.00%Q2 2019Q3 202316
Pinnacle Advisory Group, Inc. 810.01%1.37%5.70%Q3 2014Q1 202116
CITIGROUP INC 610.00%0.00%0.00%Q1 2014Q3 202316
Maltin Wealth Management, Inc. 16161.28%1.69%2.72%Q4 2019Q3 202316
BLAIR WILLIAM & CO/IL 16160.00%0.00%0.00%Q4 2019Q3 202316
Advisor Group, Inc. 15150.00%0.02%0.07%Q2 2016Q4 201915
Shamrock Asset Management LLC 820.00%0.08%0.33%Q2 2014Q3 201815
PRUDENTIAL FINANCIAL INC 1230.00%0.00%0.01%Q4 2018Q3 202315
River Wealth Advisors LLC 1230.02%0.04%0.06%Q2 2018Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
FormulaFolio Investments, LLC 1210.00%0.77%1.79%Q2 2015Q2 202115
55I, LLC 15150.07%0.51%2.24%Q1 2019Q3 202215
Rosenberg Matthew Hamilton 15150.04%0.06%0.09%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.05%0.08%0.11%Q1 2020Q3 202315
Crumly & Associates Inc. 15150.21%0.48%0.91%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.04%0.06%Q1 2020Q3 202315
Belpointe Asset Management LLC 15150.01%0.03%0.04%Q1 2020Q3 202315
Sound Income Strategies, LLC 15150.00%0.00%0.00%Q4 2017Q2 202115
Janney Montgomery Scott LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Ancora Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.09%0.13%0.15%Q4 2019Q3 202314
AE Wealth Management LLC 14140.00%0.03%0.08%Q2 2020Q3 202314
Anchor Investment Management, LLC 14140.01%0.01%0.01%Q3 2020Q4 202314
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.00%0.00%0.00%Q1 2015Q2 201814
Cetera Advisor Networks LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
Capital Advisory Group Advisory Services, LLC 14140.48%1.40%2.05%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.16%1.50%1.73%Q3 2014Q4 201714
Founders Capital Management 1110.00%0.00%0.00%Q4 2019Q4 202314
ENTERPRISE FINANCIAL SERVICES CORP 1220.02%0.08%0.75%Q3 2018Q2 202214
Arkadios Wealth Advisors 1210.02%0.09%0.13%Q4 2019Q3 202313
Investors Research Corp 13130.13%1.24%1.97%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.09%0.11%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.02%0.03%Q3 2020Q3 202313
CAPTRUST FINANCIAL ADVISORS 1210.00%0.00%0.00%Q2 2019Q1 202313
Financial Advocates Investment Management 13130.02%0.03%0.05%Q1 2019Q1 202213
Kestra Advisory Services, LLC 13130.08%0.14%0.38%Q3 2020Q3 202313
Reitz Capital Advisors LLC 13130.05%0.20%0.25%Q2 2020Q2 202313
THRIVENT FINANCIAL FOR LUTHERANS 1010.00%0.01%0.02%Q1 2020Q3 202313
Summit X, LLC 630.02%0.14%0.33%Q1 2019Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.00%0.01%0.02%Q3 2020Q3 202313
Parallel Advisors, LLC 620.00%0.00%0.00%Q3 2019Q3 202313
Financial Gravity Asset Management, Inc. 610.00%0.03%0.36%Q2 2018Q2 202313
MIRSKY FINANCIAL MANAGEMENT CORP. 12120.13%1.98%3.47%Q1 2019Q4 202112
Cetera Investment Advisers 12120.02%0.04%0.06%Q4 2020Q3 202312
Clal Insurance Enterprises Holdings Ltd 12120.74%0.82%0.98%Q4 2020Q3 202312
Virtu Financial LLC 610.02%0.29%1.10%Q2 2015Q3 201912
Soltis Investment Advisors LLC 1110.11%0.33%0.45%Q4 2019Q3 202312
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q4 2020Q3 202312
NWAM LLC 12120.02%0.05%0.10%Q4 2020Q3 202312
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12121.00%2.04%2.83%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.17%0.23%0.32%Q4 2020Q3 202312
StoneX Group Inc. 930.20%0.93%1.58%Q4 2019Q3 202312
Newfound Research LLC 620.00%1.30%3.23%Q1 2017Q3 202012
Calamos Wealth Management LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Tradewinds Capital Management, LLC 12120.00%0.01%0.01%Q3 2018Q2 202112
ALTFEST L J & CO INC 12120.04%1.30%2.51%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.07%0.13%0.19%Q4 2018Q3 202112
Signature Wealth Management Partners, LLC 12120.87%1.24%1.52%Q4 2020Q3 202312
FLAGSHIP HARBOR ADVISORS, LLC 12120.01%0.14%0.50%Q2 2018Q1 202112
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q3 2018Q3 202312
SIGNATUREFD, LLC 610.00%0.00%0.00%Q3 2016Q1 202212
Lindbrook Capital, LLC 1110.00%0.00%0.01%Q4 2018Q3 202312
WBH ADVISORY INC 930.04%0.05%0.06%Q3 2020Q3 202312
LifeSteps Financial, Inc. 12120.33%0.85%1.20%Q4 2020Q3 202312
Allworth Financial LP 520.00%0.00%0.00%Q4 2019Q3 202312
Charter Oak Capital Management, LLC 12120.03%0.08%0.13%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.04%Q4 2018Q3 202112
Steward Partners Investment Advisory, LLC 11110.00%0.02%0.10%Q1 2021Q3 202311
HILLTOP WEALTH ADVISORS, LLC 920.17%0.33%0.81%Q4 2019Q3 202311
Sandy Spring Bank 510.00%0.00%0.00%Q3 2016Q1 202311
Hanson & Doremus Investment Management 920.01%0.01%0.01%Q4 2020Q3 202311
Valmark Advisers, Inc. 11110.01%0.03%0.04%Q1 2021Q3 202311
Secure Asset Management, LLC 11110.12%0.21%0.28%Q1 2021Q3 202311
NorthCoast Asset Management LLC 11110.07%0.23%0.37%Q1 2019Q3 202111
Western Wealth Management, LLC 830.02%0.03%0.03%Q4 2020Q3 202311
ATLAS CAPITAL ADVISORS LLC 11110.00%0.24%0.68%Q1 2021Q3 202311
Spire Wealth Management 11110.02%0.03%0.05%Q1 2021Q3 202311
Sequoia Financial Advisors, LLC 830.01%0.01%0.01%Q4 2020Q3 202311
Ameritas Investment Company, LLC 11110.01%0.19%0.36%Q1 2019Q3 202111
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q4 2019Q3 202311
First Allied Advisory Services, Inc. 1010.01%0.03%0.17%Q4 2017Q3 202011
Avior Wealth Management, LLC 1010.00%0.02%0.04%Q4 2020Q3 202311
Krilogy Financial LLC 910.02%0.02%0.03%Q3 2015Q3 201811
CENTAURUS FINANCIAL, INC. 1010.01%0.01%0.03%Q2 2018Q3 202311
MONUMENTAL FINANCIAL GROUP INC. 11110.60%2.32%6.34%Q1 2021Q3 202311
Wealthstar Advisors, LLC 10100.22%0.27%0.32%Q2 2021Q3 202310
WFG Advisors, LP 10100.00%0.03%0.04%Q1 2015Q2 201710
Argentus Capital Management, LLC 10100.00%0.18%0.46%Q2 2014Q3 201610
BlackRock Inc. 910.00%0.00%0.00%Q4 2015Q1 202310
Freedom Investment Management, Inc. 10100.07%0.81%1.74%Q2 2021Q3 202310
Pensionmark Financial Group, LLC 820.04%0.06%0.12%Q2 2019Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.00%0.00%Q2 2021Q3 202310
HBK Sorce Advisory LLC 550.01%0.01%0.01%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.63%1.20%1.69%Q1 2021Q3 202310
KINGS POINT CAPITAL MANAGEMENT 10100.00%0.01%0.03%Q4 2019Q1 202210
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
PATHSTONE FAMILY OFFICE, LLC 540.00%0.00%0.00%Q3 2018Q4 202010
EPG Wealth Management LLC 520.01%0.01%0.01%Q4 2019Q3 202310
Capital Investment Counsel, Inc 710.00%0.00%0.01%Q1 2020Q3 202310
Iron Horse Wealth Management, LLC 640.00%0.00%0.00%Q4 2020Q3 202310
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
SUNTRUST BANKS INC 10100.01%0.02%0.02%Q2 2017Q3 201910
Solstein Capital, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Risk Paradigm Group, LLC 820.03%0.25%0.50%Q3 2015Q1 201810
MISSION WEALTH MANAGEMENT, LP 10100.01%0.01%0.02%Q2 2021Q3 202310
SPINNAKER TRUST 10100.03%0.20%0.38%Q4 2020Q1 202310
Accel Wealth Management 10100.05%0.11%0.18%Q4 2020Q1 202310
Professional Financial Advisors, LLC 990.01%0.01%0.01%Q3 2020Q3 20229
Sargent Bickham Lagudis LLC 990.01%0.01%0.01%Q4 2020Q4 20229
Neuberger Berman Group LLC 810.00%0.00%0.00%Q4 2020Q3 20239
AdvisorNet Financial, Inc 630.00%0.00%0.01%Q3 2018Q1 20239
Lebenthal Global Advisors, LLC 810.00%5.57%10.47%Q4 2020Q3 20239
Almanack Investment Partners, LLC. 990.03%0.04%0.07%Q3 2021Q3 20239
Qube Research & Technologies Ltd 420.00%0.00%0.00%Q1 2021Q3 20239
Stone House Investment Management, LLC 720.04%0.32%0.73%Q4 2018Q3 20239
Guidant Wealth Advisors 990.01%0.02%0.03%Q3 2017Q3 20199
Faithward Advisors, LLC 990.22%0.23%0.26%Q3 2021Q3 20239
MAI Capital Management 990.01%0.02%0.03%Q3 2021Q3 20239
FIRST COMMUNITY TRUST NA 880.04%0.05%0.07%Q4 2021Q3 20238
Atria Investments, Inc 410.02%0.03%0.04%Q2 2019Q3 20238
Madison Wealth Partners, Inc 710.13%0.15%0.18%Q4 2020Q4 20228
PFS Partners, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Wealthcare Advisory Partners LLC 710.00%0.00%0.00%Q3 2018Q1 20218
Stonebridge Capital Advisors LLC 620.00%0.00%0.00%Q2 2019Q2 20228
COBIZ WEALTH, LLC 710.09%0.30%0.56%Q4 2015Q2 20198
Charles Schwab Investment Advisory, Inc. 880.14%0.23%0.36%Q1 2018Q4 20198
FIFTH THIRD SECURITIES, INC. 620.06%0.17%0.26%Q3 2021Q3 20238
Carroll Financial Associates, Inc. 710.00%0.00%0.00%Q3 2019Q4 20218
Advisors Capital Management, LLC 530.01%0.01%0.01%Q2 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Column Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Lifeworks Advisors, LLC 882.51%3.12%3.81%Q4 2021Q3 20238
JOHNSON INVESTMENT COUNSEL INC 880.00%0.00%0.00%Q4 2021Q3 20238
Bank of New York Mellon Corp 880.00%0.00%0.00%Q4 2021Q3 20238
NEXT Financial Group, Inc 530.00%0.00%0.02%Q3 2016Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.07%0.11%0.22%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.34%1.23%2.78%Q4 2021Q3 20238
Apexium Financial, LP 880.04%0.15%0.33%Q4 2021Q3 20238
Charles Schwab Trust Co 530.04%0.10%0.18%Q3 2019Q4 20228
BDO Wealth Advisors, LLC 880.00%0.00%0.01%Q1 2020Q4 20218
Baron Financial Group, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
BOK Financial Private Wealth, Inc. 610.00%0.03%0.21%Q1 2020Q3 20238
Thrive Capital Management, LLC 880.16%0.21%0.28%Q4 2020Q3 20228
Buttonwood Financial Advisors Inc. 885.29%6.80%8.38%Q4 2021Q3 20238
Capital Analysts, LLC 440.00%0.07%0.26%Q4 2018Q2 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.08%0.57%Q4 2020Q4 20228
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 530.05%0.68%1.24%Q2 2018Q1 20228
GPS Wealth Strategies Group, LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Strengthening Families & Communities, LLC 880.97%2.59%3.59%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.04%0.06%0.13%Q4 2021Q3 20238
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.01%Q3 2014Q1 20167
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
GODSEY & GIBB, INC 410.00%0.01%0.01%Q2 2021Q3 20237
AlphaMark Advisors, LLC 770.00%0.00%0.00%Q3 2015Q1 20177
Realta Investment Advisors 410.00%0.00%0.01%Q1 2019Q2 20237
Atria Wealth Solutions, Inc. 770.07%0.09%0.12%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Connectus Wealth, LLC 770.09%0.20%0.36%Q1 2022Q3 20237
LEO BROKERAGE, LLC 520.16%0.73%1.15%Q3 2020Q2 20227
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q4 2014Q3 20207
Ironwood Financial, llc 770.02%0.03%0.04%Q1 2020Q3 20217
Castle Rock Wealth Management, LLC 610.09%0.14%0.21%Q1 2020Q1 20227
MANCHESTER FINANCIAL INC 610.01%0.01%0.01%Q2 2019Q1 20217
Sowell Financial Services LLC 770.00%0.10%0.22%Q3 2019Q1 20217
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
Larson Financial Group LLC 610.00%0.00%0.01%Q3 2021Q3 20237
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q1 2021Q3 20227
OneDigital Investment Advisors LLC 410.00%0.01%0.01%Q1 2021Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
HBW ADVISORY SERVICES LLC 410.06%0.59%2.09%Q2 2020Q4 20227
Essex Financial Services, Inc. 770.01%0.08%0.12%Q1 2022Q3 20237
Colonial Trust Advisors 410.00%0.01%0.04%Q4 2019Q3 20237
Venturi Wealth Management, LLC 770.00%0.05%0.07%Q1 2022Q3 20237
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.00%0.00%0.00%Q3 2020Q1 20227
CAROLINAS WEALTH CONSULTING LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Barry Investment Advisors, LLC 771.58%2.33%3.00%Q1 2022Q3 20237
Selective Wealth Management, Inc. 770.00%0.00%0.01%Q3 2019Q1 20217
BB&T SECURITIES, LLC 770.00%0.07%0.18%Q1 2018Q3 20197
Giralda Advisors, LLC 660.30%0.67%0.82%Q1 2015Q2 20166
Loveless Wealth Management LLC 660.15%0.48%0.66%Q1 2021Q2 20226
Sequent Asset Management, LLC 660.34%0.42%0.49%Q2 2022Q3 20236
Virtu KCG Holdings LLC 660.01%0.02%0.04%Q3 2015Q4 20166
American Trust 660.02%0.04%0.09%Q1 2022Q2 20236
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.01%0.02%Q3 2014Q2 20236
Orion Portfolio Solutions, LLC 510.00%0.02%0.04%Q2 2020Q3 20236
Baystate Wealth Management LLC 510.00%0.00%0.00%Q2 2020Q3 20236
Laurel Wealth Advisors, Inc. 660.04%0.15%0.23%Q1 2020Q2 20216
FDx Advisors, Inc. 660.01%0.01%0.02%Q1 2017Q2 20186
SG Americas Securities, LLC 220.00%0.01%0.02%Q4 2014Q1 20176
Artemis Wealth Advisors, LLC 660.04%0.06%0.08%Q2 2022Q3 20236
Jacobi Capital Management LLC 660.01%0.01%0.01%Q2 2020Q3 20216
Pacific Center for Financial Services 660.04%0.04%0.04%Q4 2016Q1 20186
AllSquare Wealth Management LLC 510.00%0.00%0.00%Q1 2016Q3 20176
COLDSTREAM CAPITAL MANAGEMENT INC 310.01%0.01%0.02%Q2 2021Q1 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Continuum Advisory, LLC 210.03%0.07%0.21%Q1 2020Q3 20236
MSI Financial Services Inc 660.00%0.00%0.00%Q3 2015Q4 20166
LWS Wealth Advisors, Inc. 661.53%2.79%3.56%Q4 2019Q1 20216
Dakota Wealth Management 660.02%0.06%0.10%Q2 2022Q3 20236
MATHER GROUP, LLC. 510.00%0.01%0.01%Q3 2021Q2 20236
One Capital Management, LLC 660.01%0.03%0.05%Q4 2021Q1 20236
Teamwork Financial Advisors, LLC 330.10%0.13%0.14%Q2 2020Q3 20226
HighMark Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Intellectus Partners, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Valeo Financial Advisors, LLC 660.00%0.01%0.01%Q4 2019Q1 20216
Weaver Consulting Group 660.01%0.01%0.01%Q2 2019Q3 20206
Pinnacle Wealth Management Group, Inc. 661.32%1.47%1.60%Q1 2022Q2 20236
MARINO, STRAM & ASSOCIATES LLC 660.02%0.06%0.11%Q4 2017Q1 20196
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q4 2020Q1 20226
RFG Advisory, LLC 660.08%0.24%0.37%Q2 2022Q3 20236
Kerntke Otto McGlone Wealth Management Group 660.23%0.36%0.47%Q1 2020Q2 20216
Independent Advisor Alliance 660.02%0.05%0.17%Q4 2021Q1 20236
Capital Asset Advisory Services LLC 660.00%0.00%0.01%Q2 2020Q3 20216
WBI INVESTMENTS, LLC 660.07%0.20%0.27%Q2 2022Q3 20236
Concert Wealth Management Inc. 410.01%0.06%0.11%Q4 2014Q3 20165
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.04%0.06%0.07%Q3 2022Q3 20235
Prostatis Group LLC 410.01%0.87%1.57%Q4 2019Q2 20235
CX Institutional 550.02%0.03%0.04%Q3 2022Q3 20235
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.00%0.00%Q4 2015Q4 20165
SouthState Corp 550.01%0.01%0.01%Q1 2022Q1 20235
MARSHALL WACE, LLP 410.00%0.00%0.00%Q4 2021Q3 20235
WFA Asset Management Corp 550.02%0.02%0.02%Q3 2022Q3 20235
Claraphi Advisory Network, LLC 210.06%0.17%0.27%Q4 2018Q2 20225
RAYMOND JAMES TRUST N.A. 550.02%0.03%0.04%Q3 2022Q3 20235
Ellevest, Inc. 410.00%0.01%0.02%Q2 2019Q1 20235
TimeScale Financial, Inc. 320.00%0.00%0.00%Q2 2019Q4 20225
EP Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2020Q3 20235
Grace Capital 410.08%0.12%0.15%Q2 2019Q3 20205
MKD WEALTH COACHES, LLC 320.61%0.72%0.83%Q4 2018Q1 20205
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.12%0.21%0.27%Q4 2021Q3 20235
Lake Point Wealth Management 550.01%0.01%0.02%Q2 2021Q2 20225
BECK CAPITAL MANAGEMENT, LLC 410.12%0.31%0.64%Q4 2017Q1 20195
Sonora Investment Management, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
CITY HOLDING CO 550.00%0.00%0.00%Q4 2016Q4 20175
BIEGEL & WALLER LLC 553.45%7.13%8.41%Q4 2016Q4 20175
First Personal Financial Services 550.00%0.00%0.00%Q4 2014Q4 20155
KFA Private Wealth Group, LLC 553.49%3.84%4.11%Q4 2019Q4 20205
PACIFIC SUN FINANCIAL CORP 410.15%0.22%0.24%Q1 2022Q2 20235
PROFESSIONAL PLANNING 410.14%0.25%0.30%Q2 2020Q3 20215
SMITH SHELLNUT WILSON LLC /ADV 552.60%2.77%3.08%Q4 2018Q4 20195
Colonial Trust Co / SC 440.01%0.01%0.02%Q4 2022Q3 20234
Private Ocean, LLC 310.00%0.00%0.00%Q1 2020Q1 20234
Q3 Asset Management 440.80%2.06%2.78%Q1 2022Q4 20224
Baird Financial Group, Inc. 310.00%0.01%0.02%Q2 2019Q3 20234
WARNER FINANCIAL, INC 440.18%0.20%0.22%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 443.12%3.19%3.27%Q4 2022Q3 20234
ASSETMARK, INC 110.00%0.00%0.00%Q1 2017Q3 20234
PFG Advisors 440.02%0.02%0.03%Q4 2022Q3 20234
Cutler Group LLC / CA 210.00%0.00%0.00%Q4 2022Q3 20234
Psagot Value Holdings Ltd. 440.02%0.02%0.02%Q1 2015Q4 20154
AGF MANAGEMENT LTD 440.02%0.02%0.03%Q4 2022Q3 20234
Fiera Capital Corp 310.00%0.00%0.00%Q3 2019Q4 20204
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Keystone Financial Group 310.05%0.06%0.06%Q4 2019Q1 20214
Eley Financial Management, Inc 442.19%2.33%2.59%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.01%0.01%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q1 2020Q4 20224
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.06%0.07%0.08%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.04%0.11%0.23%Q4 2022Q3 20234
WULFF, HANSEN & CO. 440.48%0.51%0.55%Q4 2021Q3 20224
Gemmer Asset Management LLC 310.00%0.01%0.01%Q1 2019Q4 20214
Prospera Financial Services Inc 210.01%0.06%0.11%Q3 2015Q1 20224
Beaumont Financial Advisors, LLC 440.02%0.08%0.25%Q4 2022Q3 20234
Brookstone Capital Management 440.01%0.01%0.01%Q4 2022Q3 20234
Advocacy Wealth Management Services, LLC 440.35%0.42%0.52%Q1 2022Q4 20224
Carr Financial Group Corp 441.56%1.58%1.62%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.02%0.03%0.04%Q4 2022Q3 20234
LVZ, Inc. 441.44%4.02%4.99%Q2 2020Q1 20214
MILESTONE WEALTH, LLC 440.28%0.31%0.33%Q4 2021Q3 20224
Kistler-Tiffany Companies, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Rockefeller Capital Management L.P. 310.00%0.00%0.00%Q2 2018Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Financial Architects, Inc 310.00%0.00%0.01%Q3 2016Q2 20204
Renaissance Technologies 310.00%0.00%0.00%Q3 2021Q2 20234
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
NewSquare Capital LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Marotta Asset Management 330.09%0.23%0.38%Q2 2023Q4 20233
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q4 20183
Investment Advisory Group, LLC 210.10%0.11%0.12%Q4 2022Q3 20233
Yoder Wealth Management, Inc. 331.82%1.92%2.08%Q1 2023Q3 20233
Waverly Advisors, LLC 330.05%0.05%0.06%Q1 2015Q3 20153
KARLINSKI ANDREW C 330.03%0.04%0.04%Q1 2022Q3 20223
Ahrens Investment Partners LLC 330.02%0.05%0.10%Q3 2021Q1 20223
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.27%0.28%0.31%Q4 2022Q3 20233
FLC Capital Advisors 330.10%0.11%0.11%Q2 2019Q4 20193
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q3 2021Q1 20223
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q2 2019Q4 20193
BUCKINGHAM STRATEGIC WEALTH, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Filbrandt Wealth Management, LLC 330.01%0.02%0.02%Q1 2021Q3 20213
Sequoia Wealth Management, LLC 210.22%0.29%0.42%Q4 2018Q3 20193
Bank of New Hampshire 330.01%0.01%0.01%Q4 2022Q2 20233
Cornerstone Wealth Group, LLC 330.34%0.42%0.46%Q1 2019Q3 20193
Atomi Financial Group, Inc. 330.16%0.22%0.26%Q1 2023Q3 20233
Princeton Global Asset Management LLC 210.01%0.05%0.09%Q2 2020Q4 20223
CAPITAL ONE FINANCIAL CORP 330.04%0.06%0.10%Q1 2020Q3 20203
Acorn Wealth Advisors, LLC 330.12%0.12%0.13%Q4 2017Q2 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.01%Q3 2022Q3 20233
J.P. Morgan Private Wealth Advisors LLC 330.00%0.01%0.03%Q1 2023Q3 20233
Fiduciary Planning LLC 330.27%0.38%0.45%Q3 2020Q1 20213
NorthLanding Financial Partners, LLC 330.27%0.30%0.34%Q3 2022Q1 20233
HOWE & RUSLING INC 210.00%0.00%0.01%Q4 2016Q1 20213
TrinityPoint Wealth, LLC 330.05%0.08%0.12%Q1 2023Q3 20233
Vigilant Capital Management, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
Virtus ETF Advisers LLC 210.01%0.03%0.07%Q1 2017Q3 20183
Willingdon Wealth Management 330.26%0.35%0.50%Q2 2015Q4 20153
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Parisi Gray Wealth Management 330.00%0.00%0.01%Q2 2018Q4 20183
HM PAYSON & CO 330.00%0.00%0.00%Q1 2023Q3 20233
Family Asset Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
High Falls Advisors, Inc 330.56%0.57%0.57%Q4 2015Q2 20163
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
FLOW TRADERS U.S. LLC 110.06%0.07%0.08%Q3 2021Q1 20233
US BANCORP \DE\ 210.00%0.00%0.00%Q3 2022Q3 20233
Beaumont Capital Management, LLC 330.12%0.14%0.18%Q3 2021Q1 20223
Allegis Investment Advisors, LLC 110.07%0.33%0.57%Q4 2015Q3 20173
Farmers & Merchants Trust Co of Chambersburg PA 330.03%0.03%0.03%Q2 2021Q4 20213
LexAurum Advisors, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Geier Asset Management, Inc. 331.10%1.12%1.16%Q4 2020Q2 20213
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Blackhawk Capital Partners LLC. 330.00%0.00%0.01%Q4 2017Q2 20183
Clear Perspectives Financial Planning, LLC 330.02%0.03%0.04%Q3 2022Q1 20233
Systelligence, LLC 220.10%0.38%0.66%Q1 2020Q2 20202
LAZARD ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q4 2018Q1 20192
WealthCare Investment Partners, LLC 220.14%0.16%0.18%Q2 2023Q3 20232
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2021Q1 20232
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Providence Capital Advisors, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Beacon Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Carnegie Capital Asset Management, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q2 2017Q1 20202
Ruggie Capital Group 110.00%0.39%0.78%Q4 2018Q3 20202
Sandy Cove Advisors, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
City State Bank 220.00%0.00%0.00%Q1 2022Q2 20222
WEALTHFRONT Corp 220.00%0.00%0.00%Q1 2015Q2 20152
Jefferies Group LLC 220.01%0.01%0.01%Q1 2014Q2 20142
WMG Financial Advisors, LLC 220.38%0.40%0.42%Q4 2021Q1 20222
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Grove Bank & Trust 220.03%0.03%0.03%Q4 2022Q1 20232
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q2 20232
Sutton Wealth Advisors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
Watson Rebecca 220.46%0.52%0.57%Q2 2020Q3 20202
G&S Capital LLC 220.86%0.90%0.93%Q3 2020Q4 20202
Archer Investment Corp 220.00%0.00%0.01%Q4 2018Q1 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.26%0.29%0.32%Q4 2022Q3 20232
Cornerstone Management, Inc. 220.24%0.25%0.25%Q1 2018Q2 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.02%0.03%0.04%Q4 2020Q1 20212
Dynamic Advisor Solutions LLC 220.01%0.01%0.01%Q2 2023Q3 20232
1776 Wealth LLC 220.01%0.01%0.02%Q1 2020Q2 20202
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
ATTICUS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Chicago Partners Investment Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Clearstead Trust, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 110.00%0.01%0.01%Q1 2018Q3 20182
Retirement Group, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Aptus Capital Advisors, LLC 110.00%0.06%0.11%Q4 2021Q2 20232
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q2 2018Q3 20182
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
JOYN Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2020Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Valley Brook Capital Group, Inc. 220.08%0.09%0.10%Q4 2020Q1 20212
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2018Q3 20192
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
GSA CAPITAL PARTNERS LLP 220.07%0.09%0.10%Q1 2023Q2 20232
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2022Q2 20222
TRUE Private Wealth Advisors 110.06%1.56%3.05%Q4 2015Q4 20182
Quantitative Strategies, Inc. 224.71%4.74%4.76%Q2 2023Q3 20232
TWO SIGMA SECURITIES, LLC 110.00%0.04%0.07%Q3 2016Q2 20232
Asset Planning Services, Ltd. 220.09%0.10%0.10%Q2 2020Q3 20202
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q1 20202
Alpha DNA Investment Management LLC 220.06%0.06%0.06%Q4 2020Q1 20212
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q3 20212
KCM INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LS Investment Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TTP Investments, Inc. 113.68%3.68%3.68%Q3 2018Q3 20181
BEAM WEALTH ADVISORS, INC. 111.41%1.41%1.41%Q1 2020Q1 20201
Grant/GrossMendelsohn, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Legal Advantage Investments, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
MBE Wealth Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Seven Springs Wealth Group, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
ROBERTSON STEPHENS ADVISORS LLC 110.52%0.52%0.52%Q3 2017Q3 20171
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2022Q1 20221
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2021Q4 20211
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Fernwood Investment Management, LLC 110.11%0.11%0.11%Q3 2018Q3 20181
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.14%0.14%0.14%Q2 2020Q2 20201
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Old North State Trust, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MCDONALD PARTNERS LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q2 2016Q2 20161
Kovack Advisors, Inc. 110.15%0.15%0.15%Q1 2019Q1 20191
Portfolio Strategies, Inc. 110.14%0.14%0.14%Q4 2019Q4 20191
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Fortis Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
CNB Bank 110.01%0.01%0.01%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2019Q1 20191
Financial Advantage, Inc. 110.01%0.01%0.01%Q1 2015Q1 20151
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2015Q4 20151
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
IRONWOOD WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Trexquant Investment LP 110.07%0.07%0.07%Q1 2020Q1 20201
GeoWealth Management, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q4 2016Q4 20161
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Harbor Wealth Advisors, Inc. 114.06%4.06%4.06%Q2 2020Q2 20201
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Community Bank, N.A. 110.02%0.02%0.02%Q1 2019Q1 20191
Cornell Pochily Investment Advisors, Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Ipsen Advisor Group LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q2 2016Q2 20161
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
Carolina Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
SYM FINANCIAL Corp 110.04%0.04%0.04%Q3 2023Q3 20231
PLANNING DIRECTIONS INC 110.34%0.34%0.34%Q1 2020Q1 20201
UBS AG 110.00%0.00%0.00%Q2 2014Q2 20141
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WIN ADVISORS, INC 110.30%0.30%0.30%Q1 2022Q1 20221
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
AT Bancorp 110.10%0.10%0.10%Q4 2017Q4 20171
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Ken Stern & Associates, Inc. 110.13%0.13%0.13%Q3 2018Q3 20181
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Wealth Advisors of Tampa Bay, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Visionary Asset Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
KerberRose Wealth Management, LLC 110.77%0.77%0.77%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Penserra Capital Management LLC 110.14%0.14%0.14%Q4 2018Q4 20181
AGF INVESTMENTS INC. 110.01%0.01%0.01%Q3 2022Q3 20221
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Cordasco Financial Network 110.01%0.01%0.01%Q2 2022Q2 20221
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Belmont Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q3 2021Q3 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.10%0.10%0.10%Q4 2019Q4 20191
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q2 2022Q2 20221
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q4 2015Q4 20151
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Bellwether Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q1 2021Q1 20211
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q2 2019Q2 20191
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q2 20181
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Aspire Private Capital, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FIRST CITIZENS BANK & TRUST CO 110.03%0.03%0.03%Q2 2017Q2 20171
FORTE ASSET MANAGEMENT LLC 111.21%1.21%1.21%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
External links

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