FIDELITY COVINGTON TRUST
CUSIP 316092527
Fidelity Covington Trust has 171 institutional holders in Filings Flow’s 13F database, together reporting 42.50M shares worth $1.9B as of Q1 2026. The largest reported holders are FMR LLC, Retirement Planning Group, LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
171
Q1 2026
Reported Value
$1.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GEN Financial Management, INC.$162M AUM | 8.40% | $14M | 303.4K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 7.16% | $231M | 5.17M | Q1 2026OLDER |
| Presper Financial Architects, LLC$168M AUM | 6.56% | $11M | 246.9K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 3.96% | $14M | 317.6K | Q1 2026OLDER |
| Fortitude Financial, LLC$111M AUM | 3.78% | $4M | 79.5K | Q2 2026 |
| Bravera Wealth$222M AUM | 3.03% | $7M | 150.4K | Q1 2026OLDER |
| Sterling Manor Financial, LLC$160M AUM | 2.96% | $5M | 105.8K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 2.74% | $6M | 128.8K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 2.40% | $9M | 197.3K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 2.26% | $6M | 125.2K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 2.23% | $7M | 164.6K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 2.19% | $4M | 92.9K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 2.16% | $11M | 258.3K | Q3 2025OLDER |
| Goldstone Financial Group, LLC$922M AUM | 1.74% | $16M | 357.9K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.39% | $3M | 63.3K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 1.23% | $11M | 247.4K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 1.13% | $25M | 569.0K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.12% | $2M | 38.9K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.99% | $1M | 23.8K | Q2 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.95% | $55M | 1.23M | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.89% | $1M | 27.8K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.85% | $1M | 29.2K | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 0.80% | $963,607 | 21.5K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.76% | $1M | 29.7K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.72% | $2M | 37.5K | Q4 2025OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 0.44% | $670,641 | 15.0K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.43% | $1M | 29.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.38% | $34M | 758.5K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.33% | $464,507 | 10.4K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 0.31% | $3M | 56.8K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.30% | $3M | 58.2K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.27% | $4M | 80.7K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.25% | $2M | 39.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.21% | $148M | 3.30M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.20% | $38M | 841.6K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.19% | $322,757 | 6.1K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.18% | $18M | 409.7K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.16% | $548,977 | 11.5K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.14% | $415,223 | 9.3K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.13% | $173,514 | 3.9K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.12% | $120,668 | 2.7K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.11% | $1M | 26.7K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.10% | $96,953 | 2.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.10% | $877,814 | 19.6K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.10% | $251,134 | 5.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.09% | $25M | 558.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.09% | $745,872 | 14.1K | Q2 2026 |
| Investmark Advisory Group LLC$234M AUM | 0.09% | $208,734 | 4.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.09% | $7M | 150.2K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.09% | $237,081 | 5.4K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.09% | $2M | 33.6K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.09% | $602,423 | 13.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.08% | $1M | 24.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $9M | 195.7K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.08% | $322,920 | 7.2K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.08% | $1M | 31.9K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.07% | $216,089 | 4.9K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $6M | 123.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 27.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $9M | 202.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 42.3K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 82.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.04% | $754M | 16.86M | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.04% | $2M | 39.6K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $758,495 | 17.0K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.03% | $228,200 | 5.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $35M | 774.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.03% | $1M | 19.9K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 33.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $2M | 30.4K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.03% | $253,725 | 5.7K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $900,259 | 17.0K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $26M | 581.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 33.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.03% | $466,859 | 10.4K | Q1 2026OLDER |
| Foster Victor Wealth Advisors, LLC$1.7B AUM | 0.03% | $460,416 | 9.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $94M | 2.11M | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $368,799 | 8.3K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.02% | $52,850 | 1.0K | Q2 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $300,261 | 6.6K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $260,990 | 5.8K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $657,500 | 14.2K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $685,676 | 13.0K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 284.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 143.4K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.02% | $212,107 | 4.7K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.02% | $402,562 | 9.0K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $383,696 | 8.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $54M | 1.22M | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $106,881 | 2.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 52.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 25.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $42,432 | 777 | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $543,258 | 11.2K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $679,547 | 14.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $19M | 414.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 50.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $201,329 | 4.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $333,191 | 6.3K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $25,456 | 569 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 29.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $225,015 | 5.0K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $204,013 | 4.6K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $356,473 | 8.1K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $7 | 151 | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $370,581 | 8.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $586,391 | 13.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $862,960 | 19.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $24,462 | 547 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $225,152 | 5.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 434.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $122,591 | 2.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $88,900 | 2.0K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $458,154 | 10.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $6,395 | 143 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $275,370 | 6.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $6M | 137.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $252,317 | 9.6K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $259,275 | 5.8K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $398,042 | 8.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $814,402 | 18.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $306,869 | 6.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 65.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $257,131 | 5.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $57M | 1.28M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $211,041 | 4.8K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $55,453 | 1.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $702,884 | 15.7K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $5,929 | 134 | Q4 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $28,845 | 645 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 37.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $81,418 | 1.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,133 | 71 | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $433,399 | 9.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $43,776 | 979 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $397,068 | 8.9K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.00% | $5,545 | 126 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $285,834 | 6.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $34,613 | 774 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $79,842 | 1.8K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $41,856 | 936 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $544,711 | 12.0K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $3,698 | 70 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $410,904 | 9.2K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $6,602 | 150 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $26,877 | 601 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $2,827 | 63 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $270,635 | 6.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $23,675 | 536 | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $204,013 | 4.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $78,776 | 1.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $122,666 | 2.8K | Q3 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $1,225 | 23 | Q2 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $2,699 | 51 | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $440,374 | 9.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 76.9K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $686,636 | 15.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 57.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $6,941 | 155 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 84.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $718,069 | 16.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 35.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $322,913 | 7.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 62.6K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $974 | 22 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $18,738 | 419 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $69,379 | 1.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 37.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $120,256 | 2.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,878 | 42 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $38,662 | 876 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,965 | 111 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $45,186 | 1.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $266,097 | 6.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $1,872 | 42 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $49,249 | 1.1K | Q4 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $176 | 4 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 23.5K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $9,302 | 208 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $26,116 | 584 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $15,205 | 340 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $21,510 | 481 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,171 | 49 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $137,156 | 3.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,070 | 91 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $1,023 | 23 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $537 | 12 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $21,018 | 470 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,060 | 46 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $50,447 | 1.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,039 | 92 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $530 | 12 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $28 | 1 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $72 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.