Fidelity MSCI Materials Index ETF(FMAT)

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FMAT(FMAT)

FMAT

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

Institutional Ownership

Top 207 Institutional Holders

Holder	Shares	Date	Change	% Held
AE Wealth Management LLC	1.68M	Jun 30, 26	+158.82K	15.39%
Lido Advisors, LLC	631.69K	Jun 30, 26	-22.98K	5.78%
Independence Financial Advisors, LLC	204.63K	Jun 30, 26	+204.63K	1.87%
AGF MANAGEMENT LTD	115.13K	Jun 30, 26	+1.95K	1.05%
Kovitz Investment Group Partners, LLC	92.54K	Jun 30, 26	+50.48K	0.85%
COMMONWEALTH EQUITY SERVICES, LLC	88.77K	Jun 30, 26	+1.29K	0.81%
Certified Advisory Corp	82.09K	Jun 30, 26	+801	0.75%
Steward Partners Investment Advisory, LLC	75.99K	Jun 30, 26	+10.46K	0.69%
GOLDMAN SACHS GROUP INC	75.32K	Jun 30, 26	+25.32K	0.69%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	73.52K	Jun 30, 26	+36.47K	0.67%
LPL Financial LLC	67.61K	Jun 30, 26	-10.09K	0.62%
Creative Planning	65.86K	Jun 30, 26	-3.30K	0.60%
MORGAN STANLEY	64.83K	Jun 30, 26	+6.59K	0.59%
ADVISOR GROUP HOLDINGS, INC.	57.39K	Jun 30, 26	+14.47K	0.52%
TWO SIGMA INVESTMENTS, LP	44.60K	Jun 30, 26	+44.60K	0.41%
ENVESTNET ASSET MANAGEMENT INC	43.27K	Jun 30, 26	-184.76K	0.40%
Lifeworks Advisors, LLC	39.08K	Jun 30, 26	+517	0.36%
JPMORGAN CHASE & CO	37.94K	Jun 30, 26	+13.33K	0.35%
Cetera Investment Advisers	36.89K	Jun 30, 26	-64.09K	0.34%
Peak Financial Management, Inc.	32.97K	Jun 30, 26	-1.19K	0.30%
MATHER GROUP, LLC.	31.82K	Jun 30, 26	--	0.29%
STIFEL FINANCIAL CORP	29.81K	Jun 30, 26	+1.07K	0.27%
Richmond Brothers, Inc.	29.59K	Jun 30, 26	+29.59K	0.27%
Cambridge Investment Research Advisors, Inc.	28.47K	Jun 30, 26	+12.74K	0.26%
Wealth Alliance Advisory Group, LLC	28.34K	Jun 30, 26	-690	0.26%
J.W. COLE ADVISORS, INC.	28.14K	Jun 30, 26	+28.14K	0.26%
Beaumont Financial Advisors, LLC	28.09K	Jun 30, 26	-2.87K	0.26%
BANK OF AMERICA CORP /DE/	27.74K	Jun 30, 26	-2.06K	0.25%
Centerline Wealth Advisors, LLC	26.06K	Jun 30, 26	-720	0.24%
Wealthcare Advisory Partners LLC	25.90K	Jun 30, 26	+2.83K	0.24%
Yoder Wealth Management, Inc.	23.09K	Jun 30, 26	-1.90K	0.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.72K	Jun 30, 26	+21.65K	0.21%
CI Private Wealth, LLC	22.52K	Jun 30, 26	-658	0.21%
Trail Ridge Investment Advisors, LLC	18.13K	Jun 30, 26	-1.04K	0.17%
Maxele Advisors, LLC	18.05K	Jun 30, 26	+18.05K	0.17%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.77K	Jun 30, 26	-754	0.16%
SeaCrest Wealth Management, LLC	17.73K	Jun 30, 26	+1.25K	0.16%
OneAscent Financial Services LLC	17.62K	Jun 30, 26	+4.15K	0.16%
PENOBSCOT WEALTH MANAGEMENT	17.56K	Jun 30, 26	+1.02K	0.16%
WELLS FARGO & COMPANY/MN	16.37K	Jun 30, 26	+4.90K	0.15%
BLUE JEAN FINANCIAL LLC	16.16K	Jun 30, 26	+16.16K	0.15%
RAYMOND JAMES FINANCIAL INC	16.02K	Jun 30, 26	+2.97K	0.15%
Traynor Capital Management, Inc.	15.21K	Jun 30, 26	+5.35K	0.14%
Elevated Capital Advisors, LLC	15.08K	Jun 30, 26	-12.60K	0.14%
FMR LLC	14.42K	Jun 30, 26	+17	0.13%
Smith, Salley & Associates	13.55K	Jun 30, 26	-202	0.12%
CITIGROUP INC	13.50K	Jun 30, 26	+775	0.12%
JONES FINANCIAL COMPANIES LLLP	13.20K	Jun 30, 26	+3.26K	0.12%
AMERICAN NATIONAL BANK	12.43K	Jun 30, 26	+388	0.11%
SRS Capital Advisors, Inc.	12.25K	Jun 30, 26	+10.85K	0.11%
LYNCH & ASSOCIATES/IN	12.03K	Jun 30, 26	+717	0.11%
NewEdge Advisors, LLC	11.81K	Jun 30, 26	+208	0.11%
PRINCIPAL SECURITIES, INC.	11.47K	Jun 30, 26	+2.25K	0.10%
ROYAL BANK OF CANADA	11.24K	Jun 30, 26	+1.94K	0.10%
Mason Investment Advisory Services, Inc.	11.24K	Jun 30, 26	+11.24K	0.10%
LEVEL FOUR ADVISORY SERVICES, LLC	11.07K	Jun 30, 26	-175	0.10%
Kestra Advisory Services, LLC	10.91K	Jun 30, 26	+2.49K	0.10%
Mosley Wealth Management	9.57K	Jun 30, 26	+9.57K	0.09%
CITADEL ADVISORS LLC	9.02K	Jun 30, 26	+9.02K	0.08%
Essex Financial Services, Inc.	8.57K	Jun 30, 26	-37	0.08%
Snowden Capital Advisors LLC	8.50K	Jun 30, 26	-15	0.08%
Jacobs Equity LLC	8.43K	Jun 30, 26	-142	0.08%
GWN SECURITIES INC.	8.05K	Jun 30, 26	+1.54K	0.07%
UBS Group AG	7.22K	Jun 30, 26	+2.37K	0.07%
KDK Private Wealth Management, LLC	6.56K	Jun 30, 26	-437	0.06%
Advisory Services Network, LLC	6.38K	Jun 30, 26	+2.08K	0.06%
Mariner, LLC	6.20K	Jun 30, 26	+157	0.06%
Meridian Wealth Management, LLC	5.97K	Jun 30, 26	+2.00K	0.05%
VICUS CAPITAL	5.83K	Jun 30, 26	+5.83K	0.05%
Centennial Wealth Advisory LLC	5.81K	Jun 30, 26	-39	0.05%
SCS Capital Management LLC	5.79K	Jun 30, 26	--	0.05%
Elevation Wealth Management LLC	5.61K	Jun 30, 26	+5.61K	0.05%
Strengthening Families & Communities, LLC	5.24K	Jun 30, 26	+39	0.05%
Signal Advisors Wealth, LLC	5.19K	Jun 30, 26	+5.19K	0.05%
AMERIPRISE FINANCIAL INC	5.12K	Jun 30, 26	+5.12K	0.05%
Heck Capital Advisors, LLC	5.11K	Jun 30, 26	-3.28K	0.05%
Robertson Stephens Wealth Management, LLC	4.87K	Jun 30, 26	--	0.04%
Nova Wealth Management, Inc.	4.83K	Jun 30, 26	+4.83K	0.04%
Monte Financial Group, LLC	4.82K	Jun 30, 26	+602	0.04%
HighTower Advisors, LLC	4.76K	Jun 30, 26	-3.08K	0.04%
WEALTHGARDEN F.S. LLC	4.66K	Jun 30, 26	-203	0.04%
Targeted Financial Services LLC	4.62K	Jun 30, 26	-214	0.04%
SWEENEY & MICHEL, LLC	4.50K	Jun 30, 26	+12	0.04%
HARBOUR INVESTMENTS, INC.	4.47K	Jun 30, 26	+743	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.04K	Jun 30, 26	+1.79K	0.04%
Modera Wealth Management, LLC	3.69K	Jun 30, 26	--	0.03%
Rosenberg Matthew Hamilton	3.57K	Jun 30, 26	--	0.03%
Concurrent Investment Advisors, LLC	3.42K	Jun 30, 26	+3.42K	0.03%
CENTAURUS FINANCIAL, INC.	3.16K	Jun 30, 26	+457	0.03%
Tower Research Capital LLC (TRC)	3.04K	Jun 30, 26	+943	0.03%
MERCER GLOBAL ADVISORS INC /ADV	2.66K	Jun 30, 26	+2.66K	0.02%
IFP Advisors, Inc	2.50K	Jun 30, 26	-55	0.02%
Sachetta, LLC	2.07K	Jun 30, 26	-98	0.02%
Buck Wealth Strategies, LLC	1.59K	Jun 30, 26	+1.59K	0.01%
FIFTH THIRD BANCORP	1.42K	Jun 30, 26	-452	0.01%
TRUST CO OF VERMONT	1.15K	Jun 30, 26	+1.15K	0.01%
CX Institutional	1.09K	Jun 30, 26	-677	0.01%
Concord Wealth Partners	949	Jun 30, 26	+949	0.01%
FIDUCIARY FINANCIAL ADVISORS	778	Jun 30, 26	+778	0.01%
Farther Finance Advisors, LLC	751	Jun 30, 26	+66	0.01%
Kingdom Financial Group LLC.	731	Jun 30, 26	+731	0.01%
Global Retirement Partners, LLC	694	Jun 30, 26	+694	0.01%
Decker Retirement Planning Inc.	689	Jun 30, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	626	Jun 30, 26	--	0.01%
Atlantic Union Bankshares Corp	569	Jun 30, 26	+50	0.01%
Glen Eagle Advisors, LLC	566	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	547	Jun 30, 26	+2	0.01%
IFG Advisory, LLC	510	Jun 30, 26	+510	0.00%
Financial Perspectives, Inc	449	Jun 30, 26	+1	0.00%
Sage Mountain Advisors LLC	374	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	300	Jun 30, 26	--	0.00%
BlackRock, Inc.	290	Jun 30, 26	+290	0.00%
Quest 10 Wealth Builders, Inc.	278	Jun 30, 26	+66	0.00%
Qube Research & Technologies Ltd	270	Jun 30, 26	-491	0.00%
Integrated Wealth Concepts LLC	269	Jun 30, 26	+269	0.00%
Allworth Financial LP	265	Jun 30, 26	+225	0.00%
Geneos Wealth Management Inc.	257	Jun 30, 26	-398	0.00%
Caldwell Trust Co	250	Jun 30, 26	-250	0.00%
Banque Transatlantique SA	234	Jun 30, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	196	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	175	Jun 30, 26	-4.86K	0.00%
Godfrey Financial Associates, Inc.	160	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	157	Jun 30, 26	--	0.00%
CVA Family Office, LLC	149	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	146	Jun 30, 26	-14.29K	0.00%
JFS WEALTH ADVISORS, LLC	125	Jun 30, 26	+125	0.00%
Capital Investment Advisory Services, LLC	100	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	100	Jun 30, 26	--	0.00%
Key Capital Management, INC	91	Jun 30, 26	+69	0.00%
Central Pacific Bank - Trust Division	76	Jun 30, 26	--	0.00%
Heritage Wealth Advisors	75	Jun 30, 26	+75	0.00%
Rossby Financial, LCC	62	Jun 30, 26	-139	0.00%
Signature Resources Capital Management, LLC	56	Jun 30, 26	--	0.00%
Legacy Bridge, LLC	50	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	50	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	45	Jun 30, 26	+45	0.00%
Founders Financial Alliance, LLC	45	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	43	Jun 30, 26	+43	0.00%
POM Investment Strategies, LLC	41	Jun 30, 26	+41	0.00%
ASSETMARK, INC	27	Jun 30, 26	--	0.00%
Operose Advisors LLC	27	Jun 30, 26	--	0.00%
Spire Wealth Management	16	Jun 30, 26	+16	0.00%
Federation des caisses Desjardins du Quebec	15	Jun 30, 26	-319	0.00%
Bullock Wealth Management Group	9	Jun 30, 26	+9	0.00%
CULLEN/FROST BANKERS, INC.	3	Jun 30, 26	-3.60K	0.00%
Raleigh Capital Management Inc.	1	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1	Jun 30, 26	--	0.00%
Larson Financial Group LLC	1	Jun 30, 26	-999	0.00%
LRI Investments, LLC	--	Jun 30, 26	-100	--
Independent Advisor Alliance	--	Jun 30, 26	-4.08K	--
TD Waterhouse Canada Inc.	--	Jun 30, 26	-13	--
US BANCORP \DE\	--	Jun 30, 26	-19	--
Truvestments Capital LLC	--	Jun 30, 26	-28	--
WealthShield Partners, LLC	--	Jun 30, 26	-320	--
Bank of New York Mellon Corp	--	Jun 30, 26	-49.72K	--
MARSHALL WACE, LLP	--	Jun 30, 26	-5.80K	--
MAI Capital Management	--	Jun 30, 26	-2.55K	--
NATIONAL BANK OF CANADA /FI/	--	Jun 30, 26	-29	--
PARK AVENUE SECURITIES LLC	--	Jun 30, 26	-13.41K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-6	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-490	--
Sunbelt Securities, Inc.	30.51K	Mar 31, 26	-398	0.28%
Jaffetilchin Investment Partners, LLC	7.50K	Mar 31, 26	+7.50K	0.07%
CWM, LLC	5.36K	Mar 31, 26	+3.71K	0.05%
COMERICA BANK	1.87K	Dec 31, 25	--	0.02%
Motiv8 Investments LLC	1.57K	Dec 31, 25	+1.57K	0.01%
Exchange Capital Management, Inc.	16.54K	Jun 30, 25	-563	0.15%
Atria Wealth Solutions, Inc.	8.64K	Jun 30, 25	+506	0.08%
Capital A Wealth Management, LLC	358	Jun 30, 25	+280	0.00%
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-9.22K	--
Orion Portfolio Solutions, LLC	6.25K	Mar 31, 25	-234	0.06%
Bray Capital Advisors	9.94K	Dec 31, 24	--	0.09%
Raymond James Financial Services Advisors, Inc.	14.31K	Sep 30, 24	-2.41K	0.13%
BlackRock Inc.	2.42K	Jun 30, 24	+2.42K	0.02%
Private Ocean, LLC	1.72K	Jun 30, 24	+7	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	50	Jun 30, 24	--	0.00%
Connectus Wealth, LLC	55.73K	Mar 31, 24	+55.73K	0.51%
Cetera Advisor Networks LLC	47.50K	Mar 31, 24	+9.94K	0.43%
Cetera Advisors LLC	35.07K	Mar 31, 24	+35.07K	0.32%
Retirement Group, LLC	320	Mar 31, 24	+3	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	15.96K	Dec 31, 23	+15.96K	0.15%
COMERICA SECURITIES,INC.	13.78K	Sep 30, 23	+1.98K	0.13%
Bowling Portfolio Management LLC	35.37K	Sep 30, 22	-16.66K	0.32%
55I, LLC	27.97K	Sep 30, 22	+6.73K	0.26%
AGF INVESTMENTS INC.	11.84K	Sep 30, 22	+11.84K	0.11%
American Research & Management Co.	700	Sep 30, 22	--	0.01%
American Portfolios Advisors	333	Sep 30, 22	-151	0.00%
ACG Wealth	--	Sep 30, 22	-18	--
AGF Investments LLC	--	Sep 30, 22	-25	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.80K	Mar 31, 22	+4.80K	0.04%
Nauset Wealth Management. LLC	1.20K	Mar 31, 22	+1.20K	0.01%
MIRSKY FINANCIAL MANAGEMENT CORP.	93.73K	Dec 31, 21	+15.12K	0.86%
NEXT Financial Group, Inc	634	Dec 31, 21	+138	0.01%
NorthCoast Asset Management LLC	105.17K	Sep 30, 21	+14.26K	0.96%
FMA ADVISORY INC	20.37K	Sep 30, 21	-2.46K	0.19%
PROFESSIONAL PLANNING	12.78K	Sep 30, 21	-1.49K	0.12%
LEVEL FOUR FINANCIAL, LLC	6.39K	Sep 30, 21	+100	0.06%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4.78K	Sep 30, 21	+4.78K	0.04%
FormulaFolio Investments, LLC	77.34K	Jun 30, 21	-8.48K	0.71%
LADENBURG THALMANN FINANCIAL SERVICES INC.	104.62K	Dec 31, 19	-13.19K	0.96%
Advisor Group, Inc.	44.36K	Dec 31, 19	-865	0.41%
Shamrock Asset Management LLC	482	Sep 30, 19	--	0.00%
RAND WEALTH, LLC	28.71K	Sep 30, 18	+418	0.26%
Commonwealth Equity Services, Inc	95.31K	Jun 30, 17	-61.45K	0.87%
Virtu KCG Holdings LLC	7.29K	Jun 30, 17	-5.23K	0.07%
Argentus Capital Management, LLC	--	Dec 31, 16	-11.79K	--
Giralda Advisors, LLC	--	Sep 30, 16	-34.56K	--

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Holder

Date

Change

% Held

AE Wealth Management LLC

1.68M

Jun 30, 26

+158.82K

15.39%

Lido Advisors, LLC

631.69K

Jun 30, 26

-22.98K

5.78%

Independence Financial Advisors, LLC

204.63K

Jun 30, 26

+204.63K

1.87%

AGF MANAGEMENT LTD

115.13K

Jun 30, 26

+1.95K

1.05%

Kovitz Investment Group Partners, LLC

92.54K

Jun 30, 26

+50.48K

0.85%

COMMONWEALTH EQUITY SERVICES, LLC

88.77K

Jun 30, 26

+1.29K

0.81%

Certified Advisory Corp

82.09K

Jun 30, 26

+801

0.75%

Steward Partners Investment Advisory, LLC

75.99K

Jun 30, 26

+10.46K

0.69%

GOLDMAN SACHS GROUP INC

75.32K

Jun 30, 26

+25.32K

0.69%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

73.52K

Jun 30, 26

+36.47K

0.67%

LPL Financial LLC

67.61K

Jun 30, 26

-10.09K

0.62%

Creative Planning

65.86K

Jun 30, 26

-3.30K

0.60%

MORGAN STANLEY

64.83K

Jun 30, 26

+6.59K

0.59%

ADVISOR GROUP HOLDINGS, INC.

57.39K

Jun 30, 26

+14.47K

0.52%

TWO SIGMA INVESTMENTS, LP

44.60K

Jun 30, 26

+44.60K

0.41%

ENVESTNET ASSET MANAGEMENT INC

43.27K

Jun 30, 26

-184.76K

0.40%

Lifeworks Advisors, LLC

39.08K

Jun 30, 26

+517

0.36%

JPMORGAN CHASE & CO

37.94K

Jun 30, 26

+13.33K

0.35%

Cetera Investment Advisers

36.89K

Jun 30, 26

-64.09K

0.34%

Peak Financial Management, Inc.

32.97K

Jun 30, 26

-1.19K

0.30%

MATHER GROUP, LLC.

31.82K

Jun 30, 26

0.29%

STIFEL FINANCIAL CORP

29.81K

Jun 30, 26

+1.07K

0.27%

Richmond Brothers, Inc.

29.59K

Jun 30, 26

+29.59K

0.27%

Cambridge Investment Research Advisors, Inc.

28.47K

Jun 30, 26

+12.74K

0.26%

Wealth Alliance Advisory Group, LLC

28.34K

Jun 30, 26

-690

0.26%

J.W. COLE ADVISORS, INC.

28.14K

Jun 30, 26

+28.14K

0.26%

Beaumont Financial Advisors, LLC

28.09K

Jun 30, 26

-2.87K

0.26%

BANK OF AMERICA CORP /DE/

27.74K

Jun 30, 26

-2.06K

0.25%

Centerline Wealth Advisors, LLC

26.06K

Jun 30, 26

-720

0.24%

Wealthcare Advisory Partners LLC

25.90K

Jun 30, 26

+2.83K

0.24%

Yoder Wealth Management, Inc.

23.09K

Jun 30, 26

-1.90K

0.21%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

22.72K

Jun 30, 26

+21.65K

0.21%

CI Private Wealth, LLC

22.52K

Jun 30, 26

-658

0.21%

Trail Ridge Investment Advisors, LLC

18.13K

Jun 30, 26

-1.04K

0.17%

Maxele Advisors, LLC

18.05K

Jun 30, 26

+18.05K

0.17%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.77K

Jun 30, 26

-754

0.16%

SeaCrest Wealth Management, LLC

17.73K

Jun 30, 26

+1.25K

0.16%

OneAscent Financial Services LLC

17.62K

Jun 30, 26

+4.15K

0.16%

PENOBSCOT WEALTH MANAGEMENT

17.56K

Jun 30, 26

+1.02K

0.16%

WELLS FARGO & COMPANY/MN

16.37K

Jun 30, 26

+4.90K

0.15%

BLUE JEAN FINANCIAL LLC

16.16K

Jun 30, 26

+16.16K

0.15%

RAYMOND JAMES FINANCIAL INC

16.02K

Jun 30, 26

+2.97K

0.15%

Traynor Capital Management, Inc.

15.21K

Jun 30, 26

+5.35K

0.14%

Elevated Capital Advisors, LLC

15.08K

Jun 30, 26

-12.60K

0.14%

FMR LLC

14.42K

Jun 30, 26

+17

0.13%

Smith, Salley & Associates

13.55K

Jun 30, 26

-202

0.12%

CITIGROUP INC

13.50K

Jun 30, 26

+775

0.12%

JONES FINANCIAL COMPANIES LLLP

13.20K

Jun 30, 26

+3.26K

0.12%

AMERICAN NATIONAL BANK

12.43K

Jun 30, 26

+388

0.11%

SRS Capital Advisors, Inc.

12.25K

Jun 30, 26

+10.85K

0.11%

LYNCH & ASSOCIATES/IN

12.03K

Jun 30, 26

+717

0.11%

NewEdge Advisors, LLC

11.81K

Jun 30, 26

+208

0.11%

PRINCIPAL SECURITIES, INC.

11.47K

Jun 30, 26

+2.25K

0.10%

ROYAL BANK OF CANADA

11.24K

Jun 30, 26

+1.94K

0.10%

Mason Investment Advisory Services, Inc.

11.24K

Jun 30, 26

+11.24K

0.10%

LEVEL FOUR ADVISORY SERVICES, LLC

11.07K

Jun 30, 26

-175

0.10%

Kestra Advisory Services, LLC

10.91K

Jun 30, 26

+2.49K

0.10%

Mosley Wealth Management

9.57K

Jun 30, 26

+9.57K

0.09%

CITADEL ADVISORS LLC

9.02K

Jun 30, 26

+9.02K

0.08%

Essex Financial Services, Inc.

8.57K

Jun 30, 26

-37

0.08%

Snowden Capital Advisors LLC

8.50K

Jun 30, 26

-15

0.08%

Jacobs Equity LLC

8.43K

Jun 30, 26

-142

0.08%

GWN SECURITIES INC.

8.05K

Jun 30, 26

+1.54K

0.07%

UBS Group AG

7.22K

Jun 30, 26

+2.37K

0.07%

KDK Private Wealth Management, LLC

6.56K

Jun 30, 26

-437

0.06%

Advisory Services Network, LLC

6.38K

Jun 30, 26

+2.08K

0.06%

Mariner, LLC

6.20K

Jun 30, 26

+157

0.06%

Meridian Wealth Management, LLC

5.97K

Jun 30, 26

+2.00K

0.05%

VICUS CAPITAL

5.83K

Jun 30, 26

+5.83K

0.05%

Centennial Wealth Advisory LLC

5.81K

Jun 30, 26

-39

0.05%

SCS Capital Management LLC

5.79K

Jun 30, 26

0.05%

Elevation Wealth Management LLC

5.61K

Jun 30, 26

+5.61K

0.05%

Strengthening Families & Communities, LLC

5.24K

Jun 30, 26

+39

0.05%

Signal Advisors Wealth, LLC

5.19K

Jun 30, 26

+5.19K

0.05%

AMERIPRISE FINANCIAL INC

5.12K

Jun 30, 26

+5.12K

0.05%

Heck Capital Advisors, LLC

5.11K

Jun 30, 26

-3.28K

0.05%

Robertson Stephens Wealth Management, LLC

4.87K

Jun 30, 26

0.04%

Nova Wealth Management, Inc.

4.83K

Jun 30, 26

+4.83K

0.04%

Monte Financial Group, LLC

4.82K

Jun 30, 26

+602

0.04%

HighTower Advisors, LLC

4.76K

Jun 30, 26

-3.08K

0.04%

WEALTHGARDEN F.S. LLC

4.66K

Jun 30, 26

-203

0.04%

Targeted Financial Services LLC

4.62K

Jun 30, 26

-214

0.04%

SWEENEY & MICHEL, LLC

4.50K

Jun 30, 26

+12

0.04%

HARBOUR INVESTMENTS, INC.

4.47K

Jun 30, 26

+743

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.04K

Jun 30, 26

+1.79K

0.04%

Modera Wealth Management, LLC

3.69K

Jun 30, 26

0.03%

Rosenberg Matthew Hamilton

3.57K

Jun 30, 26

0.03%

Concurrent Investment Advisors, LLC

3.42K

Jun 30, 26

+3.42K

0.03%

CENTAURUS FINANCIAL, INC.

3.16K

Jun 30, 26

+457

0.03%

Tower Research Capital LLC (TRC)

3.04K

Jun 30, 26

+943

0.03%

MERCER GLOBAL ADVISORS INC /ADV

2.66K

Jun 30, 26

+2.66K

0.02%

IFP Advisors, Inc

2.50K

Jun 30, 26

-55

0.02%

Sachetta, LLC

2.07K

Jun 30, 26

-98

0.02%

Buck Wealth Strategies, LLC

1.59K

Jun 30, 26

+1.59K

0.01%

FIFTH THIRD BANCORP

1.42K

Jun 30, 26

-452

0.01%

TRUST CO OF VERMONT

1.15K

Jun 30, 26

+1.15K

0.01%

CX Institutional

1.09K

Jun 30, 26

-677

0.01%

Concord Wealth Partners

949

Jun 30, 26

+949

0.01%

FIDUCIARY FINANCIAL ADVISORS

778

Jun 30, 26

+778

0.01%

Farther Finance Advisors, LLC

751

Jun 30, 26

+66

0.01%

Kingdom Financial Group LLC.

731

Jun 30, 26

+731

0.01%

Global Retirement Partners, LLC

694

Jun 30, 26

+694

0.01%

Decker Retirement Planning Inc.

689

Jun 30, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

626

Jun 30, 26

0.01%

Atlantic Union Bankshares Corp

569

Jun 30, 26

+50

0.01%

Glen Eagle Advisors, LLC

566

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

547

Jun 30, 26

0.01%

IFG Advisory, LLC

510

Jun 30, 26

+510

0.00%

Financial Perspectives, Inc

449

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

374

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

300

Jun 30, 26

0.00%

BlackRock, Inc.

290

Jun 30, 26

+290

0.00%

Quest 10 Wealth Builders, Inc.

278

Jun 30, 26

+66

0.00%

Qube Research & Technologies Ltd

270

Jun 30, 26

-491

0.00%

Integrated Wealth Concepts LLC

269

Jun 30, 26

+269

0.00%

Allworth Financial LP

265

Jun 30, 26

+225

0.00%

Geneos Wealth Management Inc.

257

Jun 30, 26

-398

0.00%

Caldwell Trust Co

250

Jun 30, 26

-250

0.00%

Banque Transatlantique SA

234

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

196

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

175

Jun 30, 26

-4.86K

0.00%

Godfrey Financial Associates, Inc.

160

Jun 30, 26

0.00%

Versant Capital Management, Inc

157

Jun 30, 26

0.00%

CVA Family Office, LLC

149

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

146

Jun 30, 26

-14.29K

0.00%

JFS WEALTH ADVISORS, LLC

125

Jun 30, 26

+125

0.00%

Capital Investment Advisory Services, LLC

100

Jun 30, 26

0.00%

Arlington Trust Co LLC

100

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

+69

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Heritage Wealth Advisors

Jun 30, 26

+75

0.00%

Rossby Financial, LCC

Jun 30, 26

-139

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Legacy Bridge, LLC

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+45

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

Jun 30, 26

+43

0.00%

POM Investment Strategies, LLC

Jun 30, 26

+41

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Operose Advisors LLC

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

+16

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

-319

0.00%

Bullock Wealth Management Group

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-3.60K

0.00%

Raleigh Capital Management Inc.

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

-999

0.00%

LRI Investments, LLC

Jun 30, 26

-100

Independent Advisor Alliance

Jun 30, 26

-4.08K

TD Waterhouse Canada Inc.

Jun 30, 26

-13

US BANCORP \DE\

Jun 30, 26

-19

Truvestments Capital LLC

Jun 30, 26

-28

WealthShield Partners, LLC

Jun 30, 26

-320

Bank of New York Mellon Corp

Jun 30, 26

-49.72K

MARSHALL WACE, LLP

Jun 30, 26

-5.80K

MAI Capital Management

Jun 30, 26

-2.55K

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

-29

PARK AVENUE SECURITIES LLC

Jun 30, 26

-13.41K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-6

SIMPLEX TRADING, LLC

Jun 30, 26

-490

Sunbelt Securities, Inc.

30.51K

Mar 31, 26

-398

0.28%

Jaffetilchin Investment Partners, LLC

7.50K

Mar 31, 26

+7.50K

0.07%

CWM, LLC

5.36K

Mar 31, 26

+3.71K

0.05%

COMERICA BANK

1.87K

Dec 31, 25

0.02%

Motiv8 Investments LLC

1.57K

Dec 31, 25

+1.57K

0.01%

Exchange Capital Management, Inc.

16.54K

Jun 30, 25

-563

0.15%

Atria Wealth Solutions, Inc.

8.64K

Jun 30, 25

+506

0.08%

Capital A Wealth Management, LLC

358

Jun 30, 25

+280

0.00%

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-9.22K

Orion Portfolio Solutions, LLC

6.25K

Mar 31, 25

-234

0.06%

Bray Capital Advisors

9.94K

Dec 31, 24

0.09%

Raymond James Financial Services Advisors, Inc.

14.31K

Sep 30, 24

-2.41K

0.13%

BlackRock Inc.

2.42K

Jun 30, 24

+2.42K

0.02%

Private Ocean, LLC

1.72K

Jun 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

0.00%

Connectus Wealth, LLC

55.73K

Mar 31, 24

+55.73K

0.51%

Cetera Advisor Networks LLC

47.50K

Mar 31, 24

+9.94K

0.43%

Cetera Advisors LLC

35.07K

Mar 31, 24

+35.07K

0.32%

Retirement Group, LLC

320

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

15.96K

Dec 31, 23

+15.96K

0.15%

COMERICA SECURITIES,INC.

13.78K

Sep 30, 23

+1.98K

0.13%

Bowling Portfolio Management LLC

35.37K

Sep 30, 22

-16.66K

0.32%

55I, LLC

27.97K

Sep 30, 22

+6.73K

0.26%

AGF INVESTMENTS INC.

11.84K

Sep 30, 22

+11.84K

0.11%

American Research & Management Co.

700

Sep 30, 22

0.01%

American Portfolios Advisors

333

Sep 30, 22

-151

0.00%

ACG Wealth

Sep 30, 22

-18

AGF Investments LLC

Sep 30, 22

-25

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.80K

Mar 31, 22

+4.80K

0.04%

Nauset Wealth Management. LLC

1.20K

Mar 31, 22

+1.20K

0.01%

MIRSKY FINANCIAL MANAGEMENT CORP.

93.73K

Dec 31, 21

+15.12K

0.86%

NEXT Financial Group, Inc

634

Dec 31, 21

+138

0.01%

NorthCoast Asset Management LLC

105.17K

Sep 30, 21

+14.26K

0.96%

FMA ADVISORY INC

20.37K

Sep 30, 21

-2.46K

0.19%

PROFESSIONAL PLANNING

12.78K

Sep 30, 21

-1.49K

0.12%

LEVEL FOUR FINANCIAL, LLC

6.39K

Sep 30, 21

+100

0.06%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

4.78K

Sep 30, 21

+4.78K

0.04%

FormulaFolio Investments, LLC

77.34K

Jun 30, 21

-8.48K

0.71%

LADENBURG THALMANN FINANCIAL SERVICES INC.

104.62K

Dec 31, 19

-13.19K

0.96%

Advisor Group, Inc.

44.36K

Dec 31, 19

-865

0.41%

Shamrock Asset Management LLC

482

Sep 30, 19

0.00%

RAND WEALTH, LLC

28.71K

Sep 30, 18

+418

0.26%

Commonwealth Equity Services, Inc

95.31K

Jun 30, 17

-61.45K

0.87%

Virtu KCG Holdings LLC

7.29K

Jun 30, 17

-5.23K

0.07%

Argentus Capital Management, LLC

Dec 31, 16

-11.79K

Giralda Advisors, LLC

Sep 30, 16

-34.56K