Fidelity Low Volatility Factor ETF (FDLO)

$73.10—Stale · unknown old

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Fidelity Low Volatility Factor ETF (FDLO)

NYSE • Last print unknown ago

$73.10—Stale · unknown old

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FDLO(FDLO)

FDLO

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 227 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	8.13M	Jun 30, 26	-818.51K	42.55%
COMMONWEALTH EQUITY SERVICES, LLC	701.38K	Jun 30, 26	-11.42K	3.67%
ENVESTNET ASSET MANAGEMENT INC	534.30K	Jun 30, 26	+9.78K	2.80%
LPL Financial LLC	425.15K	Jun 30, 26	+7.47K	2.22%
Campbell Deegan Wealth Management, LLC	337.36K	Jun 30, 26	+6.53K	1.77%
BANK OF AMERICA CORP /DE/	281.82K	Jun 30, 26	-20.66K	1.47%
Cetera Investment Advisers	269.23K	Jun 30, 26	+12.73K	1.41%
Ameritas Advisory Services, LLC	254.11K	Jun 30, 26	+147.47K	1.33%
AE Wealth Management LLC	215.18K	Jun 30, 26	+22.06K	1.13%
CI Private Wealth, LLC	186.30K	Jun 30, 26	+175.76K	0.97%
SEGALL BRYANT & HAMILL, LLC	186.10K	Jun 30, 26	-6.14K	0.97%
Cerity Partners LLC	182.14K	Jun 30, 26	-19.68K	0.95%
Kestra Advisory Services, LLC	172.16K	Jun 30, 26	-28.30K	0.90%
RAYMOND JAMES FINANCIAL INC	145.47K	Jun 30, 26	-1.26K	0.76%
49 WEALTH MANAGEMENT, LLC	133.21K	Jun 30, 26	+133.21K	0.70%
ALONGSIDE, LLC	133.21K	Jun 30, 26	+133.21K	0.70%
NewEdge Advisors, LLC	123.30K	Jun 30, 26	+7.24K	0.65%
ADVISOR GROUP HOLDINGS, INC.	121.02K	Jun 30, 26	+38.49K	0.63%
GOLDMAN SACHS GROUP INC	116.66K	Jun 30, 26	+78.26K	0.61%
ROYAL BANK OF CANADA	112.95K	Jun 30, 26	-5.65K	0.59%
GFG Capital, LLC	100.67K	Jun 30, 26	-3.40K	0.53%
Lido Advisors, LLC	99.08K	Jun 30, 26	-10.26K	0.52%
KENNEDY INVESTMENT GROUP	96.16K	Jun 30, 26	+96.16K	0.50%
Mechanics Bank Trust Department	93.55K	Jun 30, 26	+9.45K	0.49%
Abundance Wealth Counselors	91.01K	Jun 30, 26	+28.35K	0.48%
Savant Capital, LLC	76.68K	Jun 30, 26	+76.68K	0.40%
MORGAN STANLEY	62.19K	Jun 30, 26	-84.71K	0.33%
STIFEL FINANCIAL CORP	60.74K	Jun 30, 26	+1.55K	0.32%
TWO SIGMA INVESTMENTS, LP	57.00K	Jun 30, 26	+57.00K	0.30%
JPMORGAN CHASE & CO	44.85K	Jun 30, 26	+10.16K	0.23%
Weaver Consulting Group	42.78K	Jun 30, 26	-306	0.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	40.40K	Jun 30, 26	+3.69K	0.21%
Cambridge Investment Research Advisors, Inc.	35.26K	Jun 30, 26	-2.80K	0.18%
Capital Analysts, LLC	31.46K	Jun 30, 26	-717	0.16%
KESTRA PRIVATE WEALTH SERVICES, LLC	30.95K	Jun 30, 26	-854	0.16%
Advisors Capital Management, LLC	30.45K	Jun 30, 26	-2.17K	0.16%
Strategic Blueprint, LLC	29.27K	Jun 30, 26	+3.29K	0.15%
DONALDSON CAPITAL MANAGEMENT, LLC	28.85K	Jun 30, 26	+28.85K	0.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.47K	Jun 30, 26	+390	0.12%
Tempus Wealth Planning, LLC	22.08K	Jun 30, 26	-13	0.12%
Argent Trust Co	22.01K	Jun 30, 26	--	0.12%
Rehmann Capital Advisory Group	20.88K	Jun 30, 26	--	0.11%
J.W. COLE ADVISORS, INC.	19.52K	Jun 30, 26	+19.52K	0.10%
Sequent Asset Management, LLC	17.01K	Jun 30, 26	--	0.09%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	15.98K	Jun 30, 26	-286	0.08%
Envestnet Portfolio Solutions, Inc.	15.28K	Jun 30, 26	+402	0.08%
Roxbury Financial LLC	15.23K	Jun 30, 26	+493	0.08%
Pallas Capital Advisors LLC	13.94K	Jun 30, 26	-20	0.07%
Security Financial Services, INC.	13.58K	Jun 30, 26	-520	0.07%
Asset Allocation Strategies LLC	13.28K	Jun 30, 26	-954	0.07%
Rockefeller Capital Management L.P.	12.83K	Jun 30, 26	-7.68K	0.07%
Creative Planning	11.83K	Jun 30, 26	+695	0.06%
GREAT VALLEY ADVISOR GROUP, INC.	11.82K	Jun 30, 26	-8	0.06%
Smart Money Group LLC	11.36K	Jun 30, 26	-2.27K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.23K	Jun 30, 26	+579	0.06%
MML INVESTORS SERVICES, LLC	11.09K	Jun 30, 26	+6.31K	0.06%
Buckingham Strategic Partners	10.50K	Jun 30, 26	+104	0.05%
CULLEN/FROST BANKERS, INC.	10.32K	Jun 30, 26	+29	0.05%
Sigma Planning Corp	9.84K	Jun 30, 26	+262	0.05%
Advisory Services Network, LLC	9.56K	Jun 30, 26	-92	0.05%
Steward Partners Investment Advisory, LLC	9.27K	Jun 30, 26	+757	0.05%
HARBOUR INVESTMENTS, INC.	9.15K	Jun 30, 26	+5.30K	0.05%
Avidian Wealth Solutions, LLC	9.11K	Jun 30, 26	-672	0.05%
Buttonwood Financial Group, LLC	8.99K	Jun 30, 26	+590	0.05%
UBS Group AG	8.69K	Jun 30, 26	+3.16K	0.05%
Westside Investment Management, Inc.	8.45K	Jun 30, 26	-1.24K	0.04%
Integrated Wealth Concepts LLC	8.27K	Jun 30, 26	+78	0.04%
Betterment LLC	8.20K	Jun 30, 26	+477	0.04%
CAPTRUST FINANCIAL ADVISORS	7.69K	Jun 30, 26	+1.63K	0.04%
Mariner, LLC	7.55K	Jun 30, 26	+889	0.04%
Bank of New York Mellon Corp	7.44K	Jun 30, 26	+582	0.04%
WESTBOURNE INVESTMENTS, INC.	7.29K	Jun 30, 26	--	0.04%
MERCER GLOBAL ADVISORS INC /ADV	7.17K	Jun 30, 26	+1.15K	0.04%
Savvy Advisors, Inc.	6.96K	Jun 30, 26	-104	0.04%
CARY STREET PARTNERS FINANCIAL LLC	6.79K	Jun 30, 26	-1.69K	0.04%
Brookstone Capital Management	6.55K	Jun 30, 26	-1.87K	0.03%
Cresset Asset Management, LLC	6.30K	Jun 30, 26	--	0.03%
Stonebridge Financial Planning Group, LLC	6.25K	Jun 30, 26	--	0.03%
City Center Advisors, LLC	6.22K	Jun 30, 26	+6.22K	0.03%
JANE STREET GROUP, LLC	6.15K	Jun 30, 26	-18.50K	0.03%
Unified Investment Management	6.15K	Jun 30, 26	--	0.03%
Valley Financial Group, Inc.	5.54K	Jun 30, 26	-18	0.03%
Samalin Investment Counsel, LLC	5.52K	Jun 30, 26	+2	0.03%
RFG Advisory, LLC	5.50K	Jun 30, 26	+25	0.03%
Sovereign Financial Group, Inc.	5.13K	Jun 30, 26	+20	0.03%
Strategic Advocates LLC	5.11K	Jun 30, 26	-2.12K	0.03%
Ascent Group, LLC	5.10K	Jun 30, 26	+416	0.03%
Integrated Advisors Network LLC	5.00K	Jun 30, 26	-6.75K	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	4.94K	Jun 30, 26	-446	0.03%
ARS Wealth Advisors Group, LLC	4.70K	Jun 30, 26	-78	0.02%
Almanack Investment Partners, LLC.	4.66K	Jun 30, 26	-200	0.02%
Equitable Holdings, Inc.	4.58K	Jun 30, 26	+11	0.02%
Pensionmark Financial Group, LLC	4.53K	Jun 30, 26	-61	0.02%
CITIZENS FINANCIAL GROUP INC/RI	4.50K	Jun 30, 26	--	0.02%
JOHNSON INVESTMENT COUNSEL INC	4.42K	Jun 30, 26	-92	0.02%
OneAscent Financial Services LLC	4.21K	Jun 30, 26	+4.21K	0.02%
Drake & Associates, LLC	4.13K	Jun 30, 26	+4.13K	0.02%
SEI INVESTMENTS CO	3.82K	Jun 30, 26	+3.82K	0.02%
Aptus Capital Advisors, LLC	3.82K	Jun 30, 26	+514	0.02%
JB Capital LLC	3.63K	Jun 30, 26	+10	0.02%
SRS Capital Advisors, Inc.	3.62K	Jun 30, 26	+1.13K	0.02%
AMG National Trust Bank	3.55K	Jun 30, 26	+9	0.02%
Aviance Capital Partners, LLC	3.55K	Jun 30, 26	--	0.02%
Private Advisor Group, LLC	3.53K	Jun 30, 26	-622	0.02%
IFP Advisors, Inc	3.43K	Jun 30, 26	+143	0.02%
GDS Wealth Management	3.30K	Jun 30, 26	-209	0.02%
Farther Finance Advisors, LLC	3.26K	Jun 30, 26	-909	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.22K	Jun 30, 26	--	0.02%
Sovran Advisors, LLC	3.12K	Jun 30, 26	--	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	3.11K	Jun 30, 26	+3.11K	0.02%
Darwin Wealth Management, LLC	3.11K	Jun 30, 26	+12	0.02%
Baker Avenue Asset Management, LP	2.96K	Jun 30, 26	+2.96K	0.02%
Provident Wealth Management, LLC	2.89K	Jun 30, 26	--	0.02%
Allworth Financial LP	2.08K	Jun 30, 26	+22	0.01%
Global Retirement Partners, LLC	2.01K	Jun 30, 26	+2.01K	0.01%
BlackRock, Inc.	1.61K	Jun 30, 26	+49	0.01%
Larson Financial Group LLC	1.46K	Jun 30, 26	-1.63K	0.01%
Regatta Research & Money Management	1.32K	Jun 30, 26	+1.32K	0.01%
Private Wealth Asset Management, LLC	1.05K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	1.01K	Jun 30, 26	+4	0.01%
MTM Investment Management, LLC	919	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	822	Jun 30, 26	+822	0.00%
Truvestments Capital LLC	800	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	797	Jun 30, 26	+797	0.00%
Parallel Advisors, LLC	688	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	658	Jun 30, 26	-26	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	605	Jun 30, 26	+455	0.00%
CoreCap Advisors, LLC	585	Jun 30, 26	+585	0.00%
Abound Wealth Management	529	Jun 30, 26	--	0.00%
Ankerstar Wealth, LLC	475	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	423	Jun 30, 26	+32	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	418	Jun 30, 26	+376	0.00%
FIFTH THIRD BANCORP	394	Jun 30, 26	-264	0.00%
BRYN MAWR TRUST Co	360	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	335	Jun 30, 26	+335	0.00%
Coppell Advisory Solutions LLC	301	Jun 30, 26	+301	0.00%
Atlantic Union Bankshares Corp	291	Jun 30, 26	--	0.00%
GAMMA Investing LLC	283	Jun 30, 26	+15	0.00%
EverSource Wealth Advisors, LLC	279	Jun 30, 26	-50	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	277	Jun 30, 26	-6	0.00%
WELLS FARGO & COMPANY/MN	267	Jun 30, 26	-935	0.00%
Capital Advisors, Ltd. LLC	245	Jun 30, 26	--	0.00%
ASSETMARK, INC	177	Jun 30, 26	--	0.00%
SHP Wealth Management	172	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	135	Jun 30, 26	-98	0.00%
IFG Advisory, LLC	118	Jun 30, 26	+118	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	108	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	106	Jun 30, 26	--	0.00%
Spire Wealth Management	102	Jun 30, 26	+1	0.00%
NVWM, LLC	84	Jun 30, 26	-11	0.00%
HOWE & RUSLING INC	74	Jun 30, 26	+74	0.00%
BANK OF MONTREAL /CAN/	73	Jun 30, 26	--	0.00%
Mosley Wealth Management	53	Jun 30, 26	+31	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	50	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	49	Jun 30, 26	+49	0.00%
Bell Investment Advisors, Inc	39	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	35	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	34	Jun 30, 26	--	0.00%
BAYBAN	30	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	28	Jun 30, 26	+28	0.00%
JPL Wealth Management, LLC	23	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	21	Jun 30, 26	+21	0.00%
BLAIR WILLIAM & CO/IL	18	Jun 30, 26	--	0.00%
Rachor Investment Advisory Services, LLC	13	Jun 30, 26	--	0.00%
Triumph Capital Management	8	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	8	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	3	Jun 30, 26	+3	0.00%
Networth Advisors, LLC	2	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	1	Jun 30, 26	+1	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-102	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-1.90K	--
Key FInancial Inc	--	Jun 30, 26	-2.43K	--
RMR Wealth Builders	--	Jun 30, 26	-3.22K	--
Independent Advisor Alliance	--	Jun 30, 26	-4.12K	--
FIRST TRUST ADVISORS LP	--	Jun 30, 26	-123.23K	--
Hershey Financial Advisers, LLC	--	Jun 30, 26	-18.73K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-469	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-393	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-149	--
Sound Income Strategies, LLC	--	Jun 30, 26	-26	--
HALBERT HARGROVE GLOBAL ADVISORS, LLC	--	Jun 30, 26	-1	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-2.25K	--
MAI Capital Management	--	Jun 30, 26	-613	--
Western Wealth Management, LLC	--	Jun 30, 26	-355	--
TRUIST FINANCIAL CORP	--	Jun 30, 26	-3.11K	--
Snider Financial Group	--	Jun 30, 26	-5.76K	--
SYKON CAPITAL LLC	--	Jun 30, 26	-183.62K	--
EXENCIAL WEALTH ADVISORS, LLC	76.25K	Mar 31, 26	-2.97K	0.40%
CWM, LLC	9.79K	Mar 31, 26	+4.09K	0.05%
Sunbelt Securities, Inc.	2.03K	Mar 31, 26	-20	0.01%
Running Point Capital Advisors, LLC	192.12K	Dec 31, 25	+18.07K	1.01%
COMERICA BANK	394	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	46	Dec 31, 25	+16	0.00%
AllSquare Wealth Management LLC	9.93K	Sep 30, 25	--	0.05%
Tyler-Stone Wealth Management	33.88K	Jun 30, 25	-282	0.18%
AVANTAX ADVISORY SERVICES, INC.	12.51K	Jun 30, 25	+134	0.07%
Atria Wealth Solutions, Inc.	8.86K	Jun 30, 25	-841	0.05%
Semmax Financial Advisors Inc.	55	Jun 30, 25	--	0.00%
Capital A Wealth Management, LLC	16	Jun 30, 25	+2	0.00%
Orion Portfolio Solutions, LLC	4.03K	Mar 31, 25	--	0.02%
Sandy Spring Bank	291	Mar 31, 25	+291	0.00%
RAYMOND JAMES & ASSOCIATES	88.84K	Sep 30, 24	+3.90K	0.46%
Raymond James Financial Services Advisors, Inc.	11.25K	Sep 30, 24	-2.18K	0.06%
VitalStone Financial, LLC	387	Sep 30, 24	+27	0.00%
Kowal Investment Group, LLC	--	Sep 30, 24	-12.02K	--
Cetera Advisor Networks LLC	58.01K	Mar 31, 24	+13.65K	0.30%
Cetera Advisors LLC	7.22K	Mar 31, 24	+689	0.04%
Kalos Management, Inc.	8.14K	Jun 30, 23	--	0.04%
First Command Bank	3	Jun 30, 23	-398	0.00%
First Command Financial Services, Inc.	3	Jun 30, 23	-398	0.00%
BMS Financial Advisors, LLC	--	Jun 30, 23	-15.10K	--
Ahrens Investment Partners LLC	121.83K	Mar 31, 23	-20.84K	0.64%
Barber Financial Group, Inc.	26.75K	Mar 31, 23	--	0.14%
ROOSEVELT INVESTMENT GROUP LLC	512.68K	Sep 30, 22	+9.75K	2.68%
Newfound Research LLC	30.12K	Sep 30, 22	-2.33K	0.16%
ACG Wealth	19.32K	Sep 30, 22	-350	0.10%
American Portfolios Advisors	4.27K	Sep 30, 22	+17	0.02%
Carroll Financial Associates, Inc.	1.51K	Dec 31, 21	--	0.01%
Ameritas Investment Company, LLC	227.01K	Sep 30, 21	+132.09K	1.19%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	75.93K	Sep 30, 21	+3.35K	0.40%
Winslow, Evans & Crocker, Inc.	1.20K	Dec 31, 20	+500	0.01%
Willingdon Wealth Management	79.32K	Mar 31, 20	+873	0.42%
LADENBURG THALMANN FINANCIAL SERVICES INC.	271.99K	Dec 31, 19	+71.64K	1.42%
Advisor Group, Inc.	20.70K	Dec 31, 19	+9.46K	0.11%
WFG Advisors, LP	260	Jun 30, 17	+40	0.00%
MSI Financial Services Inc	9.50K	Dec 31, 16	+9.50K	0.05%

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Holder

Date

Change

% Held

FMR LLC

8.13M

Jun 30, 26

-818.51K

42.55%

COMMONWEALTH EQUITY SERVICES, LLC

701.38K

Jun 30, 26

-11.42K

3.67%

ENVESTNET ASSET MANAGEMENT INC

534.30K

Jun 30, 26

+9.78K

2.80%

LPL Financial LLC

425.15K

Jun 30, 26

+7.47K

2.22%

Campbell Deegan Wealth Management, LLC

337.36K

Jun 30, 26

+6.53K

1.77%

BANK OF AMERICA CORP /DE/

281.82K

Jun 30, 26

-20.66K

1.47%

Cetera Investment Advisers

269.23K

Jun 30, 26

+12.73K

1.41%

Ameritas Advisory Services, LLC

254.11K

Jun 30, 26

+147.47K

1.33%

AE Wealth Management LLC

215.18K

Jun 30, 26

+22.06K

1.13%

CI Private Wealth, LLC

186.30K

Jun 30, 26

+175.76K

0.97%

SEGALL BRYANT & HAMILL, LLC

186.10K

Jun 30, 26

-6.14K

0.97%

Cerity Partners LLC

182.14K

Jun 30, 26

-19.68K

0.95%

Kestra Advisory Services, LLC

172.16K

Jun 30, 26

-28.30K

0.90%

RAYMOND JAMES FINANCIAL INC

145.47K

Jun 30, 26

-1.26K

0.76%

49 WEALTH MANAGEMENT, LLC

133.21K

Jun 30, 26

+133.21K

0.70%

ALONGSIDE, LLC

133.21K

Jun 30, 26

+133.21K

0.70%

NewEdge Advisors, LLC

123.30K

Jun 30, 26

+7.24K

0.65%

ADVISOR GROUP HOLDINGS, INC.

121.02K

Jun 30, 26

+38.49K

0.63%

GOLDMAN SACHS GROUP INC

116.66K

Jun 30, 26

+78.26K

0.61%

ROYAL BANK OF CANADA

112.95K

Jun 30, 26

-5.65K

0.59%

GFG Capital, LLC

100.67K

Jun 30, 26

-3.40K

0.53%

Lido Advisors, LLC

99.08K

Jun 30, 26

-10.26K

0.52%

KENNEDY INVESTMENT GROUP

96.16K

Jun 30, 26

+96.16K

0.50%

Mechanics Bank Trust Department

93.55K

Jun 30, 26

+9.45K

0.49%

Abundance Wealth Counselors

91.01K

Jun 30, 26

+28.35K

0.48%

Savant Capital, LLC

76.68K

Jun 30, 26

+76.68K

0.40%

MORGAN STANLEY

62.19K

Jun 30, 26

-84.71K

0.33%

STIFEL FINANCIAL CORP

60.74K

Jun 30, 26

+1.55K

0.32%

TWO SIGMA INVESTMENTS, LP

57.00K

Jun 30, 26

+57.00K

0.30%

JPMORGAN CHASE & CO

44.85K

Jun 30, 26

+10.16K

0.23%

Weaver Consulting Group

42.78K

Jun 30, 26

-306

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

40.40K

Jun 30, 26

+3.69K

0.21%

Cambridge Investment Research Advisors, Inc.

35.26K

Jun 30, 26

-2.80K

0.18%

Capital Analysts, LLC

31.46K

Jun 30, 26

-717

0.16%

KESTRA PRIVATE WEALTH SERVICES, LLC

30.95K

Jun 30, 26

-854

0.16%

Advisors Capital Management, LLC

30.45K

Jun 30, 26

-2.17K

0.16%

Strategic Blueprint, LLC

29.27K

Jun 30, 26

+3.29K

0.15%

DONALDSON CAPITAL MANAGEMENT, LLC

28.85K

Jun 30, 26

+28.85K

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

23.47K

Jun 30, 26

+390

0.12%

Tempus Wealth Planning, LLC

22.08K

Jun 30, 26

-13

0.12%

Argent Trust Co

22.01K

Jun 30, 26

0.12%

Rehmann Capital Advisory Group

20.88K

Jun 30, 26

0.11%

J.W. COLE ADVISORS, INC.

19.52K

Jun 30, 26

+19.52K

0.10%

Sequent Asset Management, LLC

17.01K

Jun 30, 26

0.09%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

15.98K

Jun 30, 26

-286

0.08%

Envestnet Portfolio Solutions, Inc.

15.28K

Jun 30, 26

+402

0.08%

Roxbury Financial LLC

15.23K

Jun 30, 26

+493

0.08%

Pallas Capital Advisors LLC

13.94K

Jun 30, 26

-20

0.07%

Security Financial Services, INC.

13.58K

Jun 30, 26

-520

0.07%

Asset Allocation Strategies LLC

13.28K

Jun 30, 26

-954

0.07%

Rockefeller Capital Management L.P.

12.83K

Jun 30, 26

-7.68K

0.07%

Creative Planning

11.83K

Jun 30, 26

+695

0.06%

GREAT VALLEY ADVISOR GROUP, INC.

11.82K

Jun 30, 26

-8

0.06%

Smart Money Group LLC

11.36K

Jun 30, 26

-2.27K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.23K

Jun 30, 26

+579

0.06%

MML INVESTORS SERVICES, LLC

11.09K

Jun 30, 26

+6.31K

0.06%

Buckingham Strategic Partners

10.50K

Jun 30, 26

+104

0.05%

CULLEN/FROST BANKERS, INC.

10.32K

Jun 30, 26

+29

0.05%

Sigma Planning Corp

9.84K

Jun 30, 26

+262

0.05%

Advisory Services Network, LLC

9.56K

Jun 30, 26

-92

0.05%

Steward Partners Investment Advisory, LLC

9.27K

Jun 30, 26

+757

0.05%

HARBOUR INVESTMENTS, INC.

9.15K

Jun 30, 26

+5.30K

0.05%

Avidian Wealth Solutions, LLC

9.11K

Jun 30, 26

-672

0.05%

Buttonwood Financial Group, LLC

8.99K

Jun 30, 26

+590

0.05%

UBS Group AG

8.69K

Jun 30, 26

+3.16K

0.05%

Westside Investment Management, Inc.

8.45K

Jun 30, 26

-1.24K

0.04%

Integrated Wealth Concepts LLC

8.27K

Jun 30, 26

+78

0.04%

Betterment LLC

8.20K

Jun 30, 26

+477

0.04%

CAPTRUST FINANCIAL ADVISORS

7.69K

Jun 30, 26

+1.63K

0.04%

Mariner, LLC

7.55K

Jun 30, 26

+889

0.04%

Bank of New York Mellon Corp

7.44K

Jun 30, 26

+582

0.04%

WESTBOURNE INVESTMENTS, INC.

7.29K

Jun 30, 26

0.04%

MERCER GLOBAL ADVISORS INC /ADV

7.17K

Jun 30, 26

+1.15K

0.04%

Savvy Advisors, Inc.

6.96K

Jun 30, 26

-104

0.04%

CARY STREET PARTNERS FINANCIAL LLC

6.79K

Jun 30, 26

-1.69K

0.04%

Brookstone Capital Management

6.55K

Jun 30, 26

-1.87K

0.03%

Cresset Asset Management, LLC

6.30K

Jun 30, 26

0.03%

Stonebridge Financial Planning Group, LLC

6.25K

Jun 30, 26

0.03%

City Center Advisors, LLC

6.22K

Jun 30, 26

+6.22K

0.03%

JANE STREET GROUP, LLC

6.15K

Jun 30, 26

-18.50K

0.03%

Unified Investment Management

6.15K

Jun 30, 26

0.03%

Valley Financial Group, Inc.

5.54K

Jun 30, 26

-18

0.03%

Samalin Investment Counsel, LLC

5.52K

Jun 30, 26

0.03%

RFG Advisory, LLC

5.50K

Jun 30, 26

+25

0.03%

Sovereign Financial Group, Inc.

5.13K

Jun 30, 26

+20

0.03%

Strategic Advocates LLC

5.11K

Jun 30, 26

-2.12K

0.03%

Ascent Group, LLC

5.10K

Jun 30, 26

+416

0.03%

Integrated Advisors Network LLC

5.00K

Jun 30, 26

-6.75K

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

4.94K

Jun 30, 26

-446

0.03%

ARS Wealth Advisors Group, LLC

4.70K

Jun 30, 26

-78

0.02%

Almanack Investment Partners, LLC.

4.66K

Jun 30, 26

-200

0.02%

Equitable Holdings, Inc.

4.58K

Jun 30, 26

+11

0.02%

Pensionmark Financial Group, LLC

4.53K

Jun 30, 26

-61

0.02%

CITIZENS FINANCIAL GROUP INC/RI

4.50K

Jun 30, 26

0.02%

JOHNSON INVESTMENT COUNSEL INC

4.42K

Jun 30, 26

-92

0.02%

OneAscent Financial Services LLC

4.21K

Jun 30, 26

+4.21K

0.02%

Drake & Associates, LLC

4.13K

Jun 30, 26

+4.13K

0.02%

SEI INVESTMENTS CO

3.82K

Jun 30, 26

+3.82K

0.02%

Aptus Capital Advisors, LLC

3.82K

Jun 30, 26

+514

0.02%

JB Capital LLC

3.63K

Jun 30, 26

+10

0.02%

SRS Capital Advisors, Inc.

3.62K

Jun 30, 26

+1.13K

0.02%

AMG National Trust Bank

3.55K

Jun 30, 26

0.02%

Aviance Capital Partners, LLC

3.55K

Jun 30, 26

0.02%

Private Advisor Group, LLC

3.53K

Jun 30, 26

-622

0.02%

IFP Advisors, Inc

3.43K

Jun 30, 26

+143

0.02%

GDS Wealth Management

3.30K

Jun 30, 26

-209

0.02%

Farther Finance Advisors, LLC

3.26K

Jun 30, 26

-909

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.22K

Jun 30, 26

0.02%

Sovran Advisors, LLC

3.12K

Jun 30, 26

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

3.11K

Jun 30, 26

+3.11K

0.02%

Darwin Wealth Management, LLC

3.11K

Jun 30, 26

+12

0.02%

Baker Avenue Asset Management, LP

2.96K

Jun 30, 26

+2.96K

0.02%

Provident Wealth Management, LLC

2.89K

Jun 30, 26

0.02%

Allworth Financial LP

2.08K

Jun 30, 26

+22

0.01%

Global Retirement Partners, LLC

2.01K

Jun 30, 26

+2.01K

0.01%

BlackRock, Inc.

1.61K

Jun 30, 26

+49

0.01%

Larson Financial Group LLC

1.46K

Jun 30, 26

-1.63K

0.01%

Regatta Research & Money Management

1.32K

Jun 30, 26

+1.32K

0.01%

Private Wealth Asset Management, LLC

1.05K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

1.01K

Jun 30, 26

0.01%

MTM Investment Management, LLC

919

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

822

Jun 30, 26

+822

0.00%

Truvestments Capital LLC

800

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

797

Jun 30, 26

+797

0.00%

Parallel Advisors, LLC

688

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

658

Jun 30, 26

-26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

605

Jun 30, 26

+455

0.00%

CoreCap Advisors, LLC

585

Jun 30, 26

+585

0.00%

Abound Wealth Management

529

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

475

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

423

Jun 30, 26

+32

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

418

Jun 30, 26

+376

0.00%

FIFTH THIRD BANCORP

394

Jun 30, 26

-264

0.00%

BRYN MAWR TRUST Co

360

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

335

Jun 30, 26

+335

0.00%

Coppell Advisory Solutions LLC

301

Jun 30, 26

+301

0.00%

Atlantic Union Bankshares Corp

291

Jun 30, 26

0.00%

GAMMA Investing LLC

283

Jun 30, 26

+15

0.00%

EverSource Wealth Advisors, LLC

279

Jun 30, 26

-50

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

277

Jun 30, 26

-6

0.00%

WELLS FARGO & COMPANY/MN

267

Jun 30, 26

-935

0.00%

Capital Advisors, Ltd. LLC

245

Jun 30, 26

0.00%

ASSETMARK, INC

177

Jun 30, 26

0.00%

SHP Wealth Management

172

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

135

Jun 30, 26

-98

0.00%

IFG Advisory, LLC

118

Jun 30, 26

+118

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

108

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

106

Jun 30, 26

0.00%

Spire Wealth Management

102

Jun 30, 26

0.00%

NVWM, LLC

Jun 30, 26

-11

0.00%

HOWE & RUSLING INC

Jun 30, 26

+74

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

Mosley Wealth Management

Jun 30, 26

+31

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

Jun 30, 26

+49

0.00%

Bell Investment Advisors, Inc

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

BAYBAN

Jun 30, 26

0.00%

Community Financial Services Group, LLC

Jun 30, 26

+28

0.00%

JPL Wealth Management, LLC

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+21

0.00%

BLAIR WILLIAM & CO/IL

Jun 30, 26

0.00%

Rachor Investment Advisory Services, LLC

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

Jun 30, 26

0.00%

Networth Advisors, LLC

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-102

Destiny Wealth Partners, LLC

Jun 30, 26

-1.90K

Key FInancial Inc

Jun 30, 26

-2.43K

RMR Wealth Builders

Jun 30, 26

-3.22K

Independent Advisor Alliance

Jun 30, 26

-4.12K

FIRST TRUST ADVISORS LP

Jun 30, 26

-123.23K

Hershey Financial Advisers, LLC

Jun 30, 26

-18.73K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-469

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-393

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-149

Sound Income Strategies, LLC

Jun 30, 26

-26

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

-1

Clarity Asset Management, Inc.

Jun 30, 26

-2.25K

MAI Capital Management

Jun 30, 26

-613

Western Wealth Management, LLC

Jun 30, 26

-355

TRUIST FINANCIAL CORP

Jun 30, 26

-3.11K

Snider Financial Group

Jun 30, 26

-5.76K

SYKON CAPITAL LLC

Jun 30, 26

-183.62K

EXENCIAL WEALTH ADVISORS, LLC

76.25K

Mar 31, 26

-2.97K

0.40%

CWM, LLC

9.79K

Mar 31, 26

+4.09K

0.05%

Sunbelt Securities, Inc.

2.03K

Mar 31, 26

-20

0.01%

Running Point Capital Advisors, LLC

192.12K

Dec 31, 25

+18.07K

1.01%

COMERICA BANK

394

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

+16

0.00%

AllSquare Wealth Management LLC

9.93K

Sep 30, 25

0.05%

Tyler-Stone Wealth Management

33.88K

Jun 30, 25

-282

0.18%

AVANTAX ADVISORY SERVICES, INC.

12.51K

Jun 30, 25

+134

0.07%

Atria Wealth Solutions, Inc.

8.86K

Jun 30, 25

-841

0.05%

Semmax Financial Advisors Inc.

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

4.03K

Mar 31, 25

0.02%

Sandy Spring Bank

291

Mar 31, 25

+291

0.00%

RAYMOND JAMES & ASSOCIATES

88.84K

Sep 30, 24

+3.90K

0.46%

Raymond James Financial Services Advisors, Inc.

11.25K

Sep 30, 24

-2.18K

0.06%

VitalStone Financial, LLC

387

Sep 30, 24

+27

0.00%

Kowal Investment Group, LLC

Sep 30, 24

-12.02K

Cetera Advisor Networks LLC

58.01K

Mar 31, 24

+13.65K

0.30%

Cetera Advisors LLC

7.22K

Mar 31, 24

+689

0.04%

Kalos Management, Inc.

8.14K

Jun 30, 23

0.04%

First Command Bank

Jun 30, 23

-398

0.00%

First Command Financial Services, Inc.

Jun 30, 23

-398

0.00%

BMS Financial Advisors, LLC

Jun 30, 23

-15.10K

Ahrens Investment Partners LLC

121.83K

Mar 31, 23

-20.84K

0.64%

Barber Financial Group, Inc.

26.75K

Mar 31, 23

0.14%

ROOSEVELT INVESTMENT GROUP LLC

512.68K

Sep 30, 22

+9.75K

2.68%

Newfound Research LLC

30.12K

Sep 30, 22

-2.33K

0.16%

ACG Wealth

19.32K

Sep 30, 22

-350

0.10%

American Portfolios Advisors

4.27K

Sep 30, 22

+17

0.02%

Carroll Financial Associates, Inc.

1.51K

Dec 31, 21

0.01%

Ameritas Investment Company, LLC

227.01K

Sep 30, 21

+132.09K

1.19%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

75.93K

Sep 30, 21

+3.35K

0.40%

Winslow, Evans & Crocker, Inc.

1.20K

Dec 31, 20

+500

0.01%

Willingdon Wealth Management

79.32K

Mar 31, 20

+873

0.42%

LADENBURG THALMANN FINANCIAL SERVICES INC.

271.99K

Dec 31, 19

+71.64K

1.42%

Advisor Group, Inc.

20.70K

Dec 31, 19

+9.46K

0.11%

WFG Advisors, LP

260

Jun 30, 17

+40

0.00%

MSI Financial Services Inc

9.50K

Dec 31, 16

+9.50K

0.05%