Fidelity High Dividend ETFFDVVETF
13F holders, Q2 2026 (June 30)515holders +26
62new positions
28sold out
3famous investors
$60.29avg. 13F price*
At the end of Q2 2026, 515 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 26 from Q1 2026. 62 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($452.2M), Commonwealth Equity Services, LLC ($180.1M) and Retirement Planning Group, LLC ($170.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity High Dividend ETF
- CUSIP
- 316092840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $54.2M |
| Exits | 28 | $81.9M |
All 13F filers, Q1 2026 → Q2 2026: 6,307,165 shares bought and 4,752,013 shares sold, net +1,555,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| LPL Financial LLC | 0.10% | Add +10.3% | 7,499,779 | $452.2M |
| Commonwealth Equity Services, LLC | 0.23% | Add +0.6% | 2,987,353 | $180.1M |
| Retirement Planning Group, LLC | 4.33% | Add +11.5% | 2,823,822 | $170.2M |
| Morgan Stanley | 0.01% | Add +3.2% | 2,713,339 | $163.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +6.1% | 2,581,834 | $155.7M |
| Bank of America Corp. | 0.01% | Add +7.4% | 2,541,625 | $153.2M |
| Raymond James Financial Inc. | 0.04% | Add +10.7% | 2,331,510 | $140.6M |
| JPMorgan Chase & Co. | 0.01% | Add +7.2% | 2,175,133 | $131.2M |
| Cetera Investment Advisers | 0.12% | Add +5.0% | 2,117,713 | $127.7M |
| Osaic Holdings, Inc. | 0.14% | Add +38.8% | 1,984,267 | $119.7M |
| Dynasty Wealth Management, LLC | 0.85% | Add +9.5% | 1,888,109 | $113.8M |
| Wells Fargo & Company | 0.02% | Add +9.0% | 1,855,417 | $111.9M |
| Kestra Advisory Services, LLC | 0.28% | Add +33.7% | 1,440,288 | $86.8M |
| Sagespring Wealth Partners, LLC | 1.30% | Add +8.8% | 1,400,766 | $84.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.4% | 914,634 | $55.1M |
| Arkadios Wealth Advisors | 0.76% | Add +7.4% | 816,312 | $49.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -5.4% | 777,397 | $46.9M |
| MML Investors Services, LLC | 0.09% | Add +20.4% | 753,964 | $45.5M |
| Kestra Investment Management, LLC | 0.81% | Reduce -13.5% | 692,813 | $41.8M |
| Childress Capital Advisors, LLC | 6.53% | Add +0.8% | 661,037 | $39.9M |
| Victory Financial Group, LLC | 4.06% | Add +16.6% | 640,420 | $38.6M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 639,618 | $38.6M |
| Allworth Financial LP | 0.15% | Reduce -7.6% | 586,977 | $35.4M |
| Mariner, LLC | 0.04% | Add +24.7% | 566,766 | $34.2M |
| Private Advisor Group, LLC | 0.15% | Reduce -7.3% | 537,233 | $32.4M |
| Woodard & Co. Asset Management Group Inc. | 3.77% | Reduce -0.8% | 433,835 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.8% | 392,253 | $24.4M |
| AssuredPartners Investment Advisors, LLC | 2.36% | Add +2.2% | 403,891 | $24.4M |
| Milestone Investment Advisors LLC | 4.23% | Reduce -0.5% | 324,499 | $19.6M |
| AA Financial Advisors, LLC | 2.33% | Add +152.0% | 321,175 | $19.4M |
| Flagship Wealth Advisors, LLC | 4.20% | Add +83.9% | 310,950 | $18.7M |
| Equitable Holdings, Inc. | 0.11% | Reduce -5.7% | 306,832 | $18.5M |
| Stratos Investment Management, LLC | 0.66% | Reduce -0.4% | 303,753 | $18.3M |
| D.A. Davidson & Co. | 0.10% | Reduce -4.7% | 300,253 | $18.1M |
| Calton & Associates, Inc. | 2.60% | Reduce -2.5% | 294,506 | $17.8M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -3.4% | 280,456 | $16.9M |
| Regimen Wealth, LLC | 4.53% | Add +1.9% | 278,629 | $16.8M |
| IFP Advisors, Inc | 0.29% | Add +2.2% | 263,334 | $15.9M |
| World Investment Advisors | 0.26% | Reduce -1.5% | 281,528 | $15.6M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -15.7% | 252,064 | $15.2M |
| Fifth Third Securities, Inc. | 0.84% | Add +5.4% | 243,868 | $14.7M |
| Prentice Wealth Management LLC | 3.03% | Add +3.0% | 243,752 | $14.7M |
| Clark Wealth Partners | 8.14% | Reduce -10.1% | 239,160 | $14.4M |
| GTS Securities LLC | 0.30% | Add +384.8% | 235,485 | $14.2M |
| Rooted Wealth Advisors, Inc. | 3.47% | Add +4.8% | 235,327 | $14.2M |
| FMR LLC | 0.00% | Add +12.1% | 233,218 | $14.1M |
| Independence Financial Advisors, LLC | 3.57% | Reduce -25.1% | 227,992 | $13.7M |
| Truist Financial Corp. | 0.02% | Reduce -5.6% | 224,204 | $13.5M |
| Advisory Services Network, LLC | 0.15% | Add +1.6% | 221,603 | $13.4M |
| Per Stirling Capital Management, LLC. | 1.26% | Add +0.1% | 219,942 | $13.3M |
| Performance Wealth Partners, LLC | 0.33% | Add +20.7% | 219,333 | $13.2M |
| Citadel Advisors | 0.01% | New | 213,763 | $12.9M |
| SHP Wealth Management | 0.87% | Add +3.8% | 210,776 | $12.7M |
| Lakeridge Wealth Management LLC | 4.57% | Reduce -42.3% | 206,657 | $12.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -77.8% | 195,411 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +118.2% | 192,316 | $11.6M |
| Sculati Wealth Management, LLC | 3.86% | Add +0.6% | 186,220 | $11.6M |
| PCG Wealth Advisors, LLC | 2.46% | Add +0.5% | 182,800 | $11.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +18.1% | 181,144 | $10.9M |
| Thoroughbred Financial Services, LLC | 0.51% | Add +7.1% | 174,611 | $10.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.3% | 169,364 | $10.2M |
| Cyr Financial Inc. | 5.27% | Add +7.4% | 167,830 | $10.1M |
| &partners | 0.04% | Add +2.0% | 173,197 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +4.4% | 163,059 | $9.8M |
| Captrust Financial Advisors | 0.01% | Reduce -2.8% | 159,980 | $9.6M |
| Powers Advisory Group, LLC | 2.95% | Add +11.0% | 156,160 | $9.4M |
| Lido Advisors, LLC | 0.03% | Reduce -12.3% | 155,668 | $9.4M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -3.8% | 155,252 | $9.4M |
| Cornerstone Wealth, LLC | 4.68% | Reduce -27.0% | 148,659 | $9.3M |
| Stephens Inc. | 0.10% | Add +4.0% | 150,033 | $9.0M |
| Kovack Advisors, Inc. | 0.43% | Add +2.9% | 147,703 | $9.0M |
| Flow Traders U.S. LLC | 0.37% | Add +7.0% | 147,801 | $8.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 147,766 | $8.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.2% | 147,741 | $8.9M |
| New Insight Wealth Advisors | 2.62% | Add +2.7% | 147,453 | $8.9M |
| Base Wealth Management LLC | 3.98% | Add +3.5% | 141,941 | $8.6M |
| Unique Wealth, LLC | 0.98% | Add +10.7% | 140,013 | $8.4M |
| Strategic Blueprint, LLC | 0.42% | Add +2.3% | 138,953 | $8.4M |
| Centerline Wealth Advisors, LLC | 2.57% | Add +3.9% | 135,983 | $8.2M |
| Mgo One Seven LLC | 0.13% | New | 135,133 | $8.1M |
| Global Retirement Partners, LLC | 0.12% | — | 134,781 | $8.1M |
| Investment Advisory Services Group LLC | 5.92% | Add +5.4% | 134,161 | $8.1M |
| Merit Financial Group, LLC | 0.05% | Add +20.1% | 133,960 | $8.1M |
| Pathway Financial Advisers, LLC | 2.01% | Reduce -1.0% | 132,384 | $8.0M |
| Neuberger Berman Group LLC | 0.01% | No change | 130,630 | $7.9M |
| Carbahal Olsen Financial Services Group, LLC | 5.46% | Add +1.1% | 130,417 | $7.9M |
| BG Investment Services, LLC | 5.46% | Add +11.8% | 125,837 | $7.6M |
| AdvisorNet Financial, Inc | 0.34% | Add +1.4% | 122,695 | $7.4M |
| Investment Advisory Services Inc. /TX | 2.12% | Add +8.7% | 121,803 | $7.3M |
| Principal Securities, Inc. | 0.09% | Reduce -3.7% | 119,320 | $7.2M |
| Citizens Financial Group Inc. | 0.09% | Add +6.0% | 117,954 | $7.1M |
| Wayfinding Financial, LLC | 2.59% | Reduce -4.7% | 113,541 | $6.8M |
| McGlone Suttner Wealth Management, Inc. | 0.79% | Add +0.4% | 111,746 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -4.2% | 109,933 | $6.6M |
| High Point Wealth Management, LLC | 5.46% | Add +0.2% | 108,405 | $6.5M |
| Lineweaver Wealth Advisors, LLC | 0.77% | Reduce -0.4% | 108,055 | $6.5M |
| OpenArc Corporate Advisory, LLC | 0.08% | Add +31.5% | 107,793 | $6.5M |
| Marshall & Sterling Wealth Advisors Inc. | 3.85% | Add +2.3% | 107,749 | $6.5M |
| Sapient Capital LLC | 0.08% | Add +20.1% | 106,893 | $6.4M |
| Oppenheimer & Co. Inc. | 0.07% | Add +8.0% | 105,425 | $6.4M |
| Tompkins Financial Corp. | 0.44% | Add +17.8% | 105,192 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.6% | 101,554 | $6.1M |
| Arax Advisory Partners | 0.04% | Add +938.9% | 99,465 | $6.0M |
| Summit Financial Wealth Advisors, LLC | 0.75% | Add +16.1% | 97,763 | $5.9M |
| Creative Financial Designs Inc. | 0.26% | Add +2662.3% | 92,011 | $5.5M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -2.4% | 91,219 | $5.5M |
| Jane Street Group, LLC | 0.00% | Reduce -88.9% | 91,176 | $5.5M |
| Harbour Investments, Inc. | 0.07% | Add +1.3% | 90,320 | $5.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -16.5% | 89,973 | $5.4M |
| Valued Retirements, Inc. | 4.86% | Add +0.6% | 89,794 | $5.4M |
| WCG Wealth Advisors LLC | 0.13% | Add +1.0% | 88,714 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.55% | Reduce -49.5% | 88,320 | $5.3M |
| Fullerton Advisors, LLC | 4.97% | Add +0.4% | 88,084 | $5.3M |
| Investmark Advisory Group LLC | 1.99% | Add +1.1% | 86,882 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +21.7% | 83,933 | $5.1M |
| Essex Financial Services, Inc. | 0.24% | Reduce -2.4% | 81,352 | $4.9M |
| PFG Advisors | 0.24% | Add +0.4% | 78,930 | $4.8M |
| Dahring | Cusmano LLC | 2.39% | Add +14.3% | 75,141 | $4.5M |
| Flagstar Securities, Inc. | 1.37% | Reduce -0.3% | 75,095 | $4.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +1.4% | 74,410 | $4.5M |
| Storen Legacy Partners, LLC | 1.21% | Add +2.2% | 73,536 | $4.4M |
| Foresight Capital Management Advisors, Inc. | 2.15% | Add +1.2% | 73,230 | $4.4M |
| Clearwave Capital, LLC | 2.41% | Reduce -2.9% | 72,472 | $4.4M |
| Koshinski Asset Management, Inc. | 0.23% | Add +0.3% | 72,086 | $4.3M |
| Independent Financial Group, LLC | 0.08% | Add +4.5% | 72,085 | $4.3M |
| Benjamin Edwards Inc. | 0.04% | Add +12.6% | 69,102 | $4.2M |
| Landing Point Financial Group, LLC | 1.40% | Reduce -86.2% | 68,311 | $4.1M |
| KFG Wealth Management, LLC | 0.46% | Add +13.8% | 67,129 | $4.0M |
| Axis Wealth Partners, LLC | 1.94% | Reduce -0.7% | 67,048 | $4.0M |
| Slagle Financial, LLC | 1.20% | Add +8.1% | 66,478 | $4.0M |
| Elevation Capital Advisory, LLC | 1.53% | Reduce -30.5% | 65,702 | $4.0M |
| Medallion Wealth Advisors, LLC | 1.23% | Add +6.7% | 64,262 | $3.9M |
| Principle Wealth Partners LLC | 0.19% | Reduce -5.0% | 64,706 | $3.9M |
| Fsa Wealth Partners, Inc. | 0.97% | Reduce -1.4% | 64,467 | $3.9M |
| RFG - Bristol Wealth Advisors, LLC | 0.92% | Add +6.8% | 63,370 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +5.1% | 62,913 | $3.8M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -17.1% | 61,459 | $3.7M |
| MAI Capital Management | 0.01% | Add +24.6% | 61,351 | $3.7M |
| D. E. Shaw & Co. | 0.00% | New | 59,062 | $3.6M |
| Uptick Partners, LLC | 0.55% | Reduce -1.0% | 58,716 | $3.5M |
| LaSalle St. Investment Advisors, LLC | 0.43% | Add +500.5% | 58,696 | $3.5M |
| HBW Advisory Services LLC | 0.32% | Add +6.6% | 58,395 | $3.5M |
| Pacific Financial Group Inc. | 1.68% | Add +39.0% | 58,217 | $3.5M |
| Ameritas Advisory Services, LLC | 0.07% | Add +300.0% | 57,998 | $3.5M |
| Old Mission Investment Co LLC | 0.72% | Add +4.2% | 57,063 | $3.4M |
| Advyzon Investment Management, LLC | 0.24% | Add +2.1% | 53,871 | $3.2M |
| Savvy Advisors, Inc. | 0.07% | Add +0.8% | 53,348 | $3.2M |
| Defined Wealth Management, LLC | 1.64% | New | 52,911 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.29% | Add +4.0% | 48,107 | $2.9M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -3.4% | 47,282 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +14.2% | 47,197 | $2.8M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -5.3% | 46,255 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +128.6% | 45,455 | $2.7M |
| Sowell Financial Services LLC | 0.09% | Reduce -0.5% | 44,704 | $2.7M |
| Soltis Investment Advisors LLC | 0.16% | Add +57.4% | 44,691 | $2.7M |
| S&A Financial Services, Inc. | 1.64% | Add +2.1% | 44,655 | $2.7M |
| Precedent Wealth Partners, LLC | 0.44% | Add +6.0% | 44,275 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.9% | 44,197 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +8.4% | 43,817 | $2.6M |
| IHT Wealth Management, LLC | 0.05% | Reduce -3.0% | 42,545 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.0% | 42,171 | $2.5M |
| Sigma Planning Corp | 0.06% | Add +9.9% | 42,064 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.1% | 41,533 | $2.5M |
| Godshalk Welsh Capital Management, Inc. | 1.34% | Add +3.0% | 41,104 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -16.0% | 41,061 | $2.5M |
| Mosley Wealth Management | 0.78% | Add +1658.8% | 40,682 | $2.5M |
| Hilltop Holdings Inc. | 0.19% | Reduce -13.8% | 39,483 | $2.4M |
| Schmidt P J Investment Management Inc. | 0.37% | Add +0.8% | 39,385 | $2.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -77.5% | 39,198 | $2.4M |
| Sheets Smith Wealth Management | 0.23% | Reduce -22.0% | 38,729 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.8% | 38,355 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +28.1% | 38,004 | $2.3M |
| Westside Investment Management, Inc. | 0.30% | Add +10.2% | 37,348 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 37,035 | $2.2M |
| HUB Investment Partners, LLC | 0.04% | New | 36,960 | $2.2M |
| PFG Investments, LLC | 0.09% | Add +12.0% | 36,838 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +6.4% | 36,317 | $2.2M |
| Core Wealth Advisors, Inc. | 0.43% | Add +3.3% | 35,190 | $2.1M |
| Capital Analysts, LLC | 0.05% | Add +23.4% | 34,765 | $2.1M |
| Barry Investment Advisors, LLC | 0.43% | Reduce -17.9% | 34,429 | $2.1M |
| Earned Wealth Advisors, LLC | 0.13% | Add +0.8% | 33,851 | $2.0M |
| International Assets Investment Management, LLC | 0.12% | Reduce -12.7% | 33,364 | $2.0M |
| Primoris Wealth Advisors, LLC | 0.89% | Reduce -4.5% | 32,503 | $2.0M |
| Arwa LLC | 0.80% | Add +11.4% | 30,863 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +4.9% | 31,947 | $1.9M |
| CLG LLC | 0.42% | New | 31,578 | $1.9M |
| Beam Wealth Advisors, Inc. | 0.41% | Add +0.8% | 31,085 | $1.9M |
| Mayfair Advisory Group, LLC | 0.56% | Reduce -3.7% | 29,849 | $1.9M |
| Silverlake Wealth Management LLC | 0.36% | Reduce -0.7% | 30,865 | $1.9M |
| Ballew Advisors, Inc | 0.95% | Add +0.8% | 30,040 | $1.8M |
| Element Wealth, LLC | 0.67% | Add +8.5% | 29,676 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +0.6% | 29,146 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | New | 29,034 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +4.8% | 29,004 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Add +15.4% | 28,329 | $1.7M |
| Certified Advisory Corp | 0.14% | Reduce -19.3% | 27,832 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +8.8% | 27,598 | $1.7M |
| Prospect Financial Services LLC | 0.83% | Add +26.6% | 27,225 | $1.6M |
| OneAscent Financial Services LLC | 0.08% | Add +5.0% | 27,123 | $1.6M |
| Sovran Advisors, LLC | 0.12% | Add +6.7% | 25,526 | $1.6M |
| RMR Wealth Builders | 0.10% | New | 26,414 | $1.6M |
| Paragon Private Wealth Management, LLC | 0.41% | Reduce -13.2% | 26,349 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +41.7% | 25,995 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +4.5% | 25,255 | $1.5M |
| Clare Market Investments LLC | 0.27% | Reduce -2.0% | 24,800 | $1.5M |
| XML Financial, LLC | 0.11% | Add +40.7% | 24,543 | $1.5M |
| CoreCap Advisors, LLC | 0.04% | Add +7.2% | 24,298 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +12.0% | 24,253 | $1.5M |
| ERn Financial, LLC | 0.24% | Add +1.6% | 24,220 | $1.5M |
| Diversify Advisory Services, LLC | 0.02% | New | 22,853 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | Add +6.8% | 22,853 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -0.7% | 23,470 | $1.4M |
| Florida Financial Advisors, LLC | 0.24% | Add +19.0% | 23,205 | $1.4M |
| Private Wealth Partners, LLC | 0.10% | No change | 22,800 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.12% | Reduce -14.2% | 22,721 | $1.4M |
| Renaissance Technologies | 0.00% | New | 22,600 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.46% | Add +11.8% | 22,483 | $1.4M |
| Harbor Asset Planning, Inc. | 1.01% | Reduce -1.9% | 22,397 | $1.4M |
| Everest Financial Group LLC | 0.18% | Reduce -8.5% | 22,227 | $1.3M |
| Madison Wealth Partners, Inc | 0.17% | Add +501.3% | 22,024 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +123.7% | 22,007 | $1.3M |
| Code Waechter LLC | 0.69% | No change | 21,969 | $1.3M |
| Founders Financial Securities LLC | 0.07% | Add +2.3% | 21,801 | $1.3M |
| IFC & Insurance Marketing, Inc. | 1.16% | Reduce -1.7% | 21,787 | $1.3M |
| Mascoma Wealth Management LLC | 0.24% | Reduce -21.3% | 21,733 | $1.3M |
| Carolina Wealth Management Inc | 0.60% | — | 21,528 | $1.3M |
| LVZ, Inc. | 0.13% | Add +9.0% | 21,298 | $1.3M |
| Onyx Financial Advisors, LLC | 0.46% | Add +14.3% | 21,061 | $1.3M |
| Melfa Wealth Management, Inc. | 0.67% | Reduce -0.4% | 20,701 | $1.2M |
| Creative Planning | 0.00% | Add +3.5% | 20,455 | $1.2M |
| Hilton Capital Management, LLC | 0.08% | Add +26.7% | 20,095 | $1.2M |
| Flputnam Investment Management Co. | 0.01% | Add +0.5% | 19,891 | $1.2M |
| Cornerstone Planning Group LLC | 0.15% | Add +0.8% | 18,773 | $1.2M |
| Independent Wealth Network Inc. | 0.30% | Add +6.7% | 19,440 | $1.2M |
| North Star Asset Management Inc. | 0.05% | Reduce -14.9% | 19,337 | $1.2M |
| High Net Worth Advisory Group LLC | 0.25% | No change | 19,229 | $1.2M |
| Hubbell Strickland Wealth Management, LLC | 0.41% | Reduce -2.4% | 18,928 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Add +81.0% | 18,307 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.59% | Add +8.1% | 18,122 | $1.1M |
| Sweeney & Michel, LLC | 0.29% | Reduce -5.8% | 16,934 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Add +4.5% | 17,899 | $1.1M |
| WealthCare Investment Partners, LLC | 0.26% | Reduce -3.2% | 17,779 | $1.1M |
| Absolute Capital Management, LLC | 0.27% | Add +1.1% | 17,769 | $1.1M |
| Nova Wealth Management, Inc. | 0.59% | Add +14.4% | 17,742 | $1.1M |
| Forefront Wealth Partners, LLC | 0.33% | Reduce -11.9% | 17,617 | $1.1M |
| Elite Financial, Inc. | 0.43% | Add +12.2% | 17,550 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +27.4% | 17,283 | $1.0M |
| Larson Financial Group LLC | 0.03% | Add +8.2% | 17,210 | $1.0M |
| Simon Quick Advisors, LLC | 0.04% | New | 17,000 | $1.0M |
| BXM Wealth LLC | 0.52% | No change | 16,000 | $965K |
| Total Clarity Wealth Management, Inc. | 0.19% | Reduce -1.7% | 15,929 | $960K |
| LongView Wealth Management | 0.24% | Reduce -37.3% | 15,682 | $945K |
| Fiduciary Alliance LLC | 0.06% | Reduce -0.5% | 15,505 | $935K |
| Atria Investments, Inc | 0.01% | Reduce -54.6% | 15,145 | $913K |
| Accelerate Investment Advisors LLC | 0.52% | Add +170.6% | 15,145 | $913K |
| Signal Advisors Wealth, LLC | 0.05% | Add +16.8% | 14,886 | $898K |
| Oasis Advisors, LLC | 0.57% | Reduce -69.1% | 14,629 | $882K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -3.1% | 14,596 | $880K |
| CPC Advisors, LLC | 0.12% | Reduce -22.1% | 14,593 | $880K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -3.7% | 14,469 | $872K |
| Xcelsior Advisor Partners LLC | 0.11% | New | 14,274 | $861K |
| Blue Water Asset Management | 0.28% | Reduce -1.0% | 14,230 | $858K |
| Gaddis Premier Wealth Advisors LLC | 0.52% | Add +12.7% | 14,063 | $848K |
| Glassman Wealth Services | 0.10% | No change | 13,850 | $835K |
| HB Wealth Management, LLC | 0.00% | New | 13,743 | $829K |
| CDM Financial Counseling Services, Inc. | 0.71% | Add +2.3% | 13,610 | $821K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.2% | 13,573 | $818K |
| Tandem Capital Management Corp. | 0.34% | Add +12.6% | 13,535 | $816K |
| Brown Advisory Inc. | 0.00% | No change | 13,456 | $811K |
| IFG Advisory, LLC | 0.03% | New | 12,971 | $782K |
| Fairvoy Private Wealth, LLC | 0.16% | Add +13.1% | 12,889 | $777K |
| Monetary Solutions, Ltd | 0.66% | Add +32.6% | 12,804 | $772K |
| Financial Management, Inc. | 0.63% | Add +0.9% | 12,717 | $767K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -2.5% | 12,286 | $756K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +3.7% | 12,516 | $755K |
| Strategic Financial Concepts, LLC | 0.22% | New | 12,494 | $753K |
| bLong Financial, LLC | 0.49% | Add +0.7% | 12,457 | $751K |
| Plus Group Wealth Advisors LLC | 0.70% | Add +1.3% | 12,383 | $747K |
| Focus Financial Network, Inc. | 0.02% | Add +2.0% | 12,174 | $734K |
| Community Trust & Investment Co. | 0.04% | Reduce -11.6% | 11,894 | $717K |
| Redwood Financial Network Corp | 0.40% | Add +30.6% | 11,890 | $717K |
| Stevens Capital Partners | 0.13% | New | 11,648 | $702K |
| Spartan Wealth Advisory Services LLC | 0.06% | Reduce -0.2% | 11,475 | $692K |
| Wealth Management Associates, Inc. | 0.19% | Reduce -1.7% | 11,472 | $692K |
| Mark Sheptoff Financial Planning, LLC | 0.37% | Reduce -1.7% | 11,418 | $688K |
| Live Oak Investment Partners | 0.36% | No change | 11,184 | $674K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | Add +2.7% | 10,956 | $661K |
| Ancora Advisors LLC | 0.01% | Reduce -5.8% | 10,727 | $647K |
| Advisors Preferred, LLC | 0.10% | Add +67.4% | 10,451 | $640K |
| Midwest Financial Network, LLC | 0.43% | Add +56.4% | 10,393 | $627K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +31.2% | 10,366 | $625K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -10.0% | 9,749 | $606K |
| StoneX Group Inc. | 0.02% | Reduce -10.7% | 10,047 | $606K |
| Valley National Advisers Inc. | 0.07% | Reduce -13.1% | 10,007 | $603K |
| Widmann Financial Services, Inc. | 0.32% | Reduce -1.0% | 9,832 | $593K |
| Brown, Lisle/Cummings, Inc. | 0.13% | Add +0.3% | 9,805 | $591K |
| Vision Retirement, LLC | 0.14% | Add +201.8% | 9,683 | $584K |
| Centaurus Financial, Inc. | 0.02% | Reduce -47.6% | 9,662 | $583K |
| XY Planning Network, Inc. | 0.07% | New | 9,401 | $567K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +53.2% | 9,297 | $561K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 9,179 | $553K |
| Liberty Wealth Management LLC | 0.07% | No change | 10,008 | $553K |
| Investment Advisory Group, LLC | 0.12% | Add +0.0% | 9,156 | $552K |
| IMA Advisory Services, Inc. | 0.03% | Add +1512.7% | 9,031 | $544K |
| Catalyst Financial Partners LLC | 0.05% | No change | 8,962 | $540K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -0.1% | 8,776 | $529K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +22.4% | 8,730 | $526K |
| Ball & Co Wealth Management Inc. | 0.37% | Reduce -0.3% | 8,679 | $523K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -39.4% | 8,596 | $518K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -92.0% | 8,514 | $513K |
| Clearstead Advisors, LLC | 0.00% | Add +5.1% | 8,283 | $499K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.2% | 8,229 | $496K |
| Smith, Moore & Co. | 0.03% | Add +5.1% | 8,188 | $494K |
| RCS Financial Planning, LLC | 0.23% | Reduce -20.7% | 8,180 | $493K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.6% | 8,172 | $493K |
| Goldman Sachs Group Inc. | 0.00% | Add +15.1% | 8,142 | $491K |
| JGP Wealth Management, LLC | 0.04% | Reduce -3.9% | 8,051 | $485K |
| Prospera Financial Services Inc | 0.01% | Add +28.6% | 8,027 | $484K |
| Keel Point, LLC | 0.03% | No change | 8,023 | $484K |
| Mission Wealth Management, LP | 0.01% | Add +19.1% | 7,960 | $480K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -1.3% | 7,805 | $471K |
| Brown Miller Wealth Management, LLC | 0.12% | No change | 7,786 | $469K |
| PKS Advisory Services, LLC | 0.07% | Reduce -2.1% | 7,748 | $467K |
| Optivise Advisory Services LLC | 0.24% | Add +14.0% | 7,732 | $466K |
| United Bank | 0.14% | Add +28.3% | 7,669 | $462K |
| Smithfield Trust Co | 0.02% | No change | 7,600 | $460K |
| Advisor OS, LLC | 0.03% | No change | 7,557 | $456K |
| Aprio Wealth Management, LLC | 0.02% | New | 7,438 | $448K |
| PUREfi Wealth, LLC | 0.24% | Add +70.2% | 7,295 | $440K |
| Stirlingshire Investments, Inc. | 0.33% | Add +1.8% | 7,270 | $438K |
| Assetmark, Inc. | 0.00% | Add +0.3% | 7,246 | $437K |
| Rehmann Capital Advisory Group | 0.02% | No change | 7,192 | $434K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -45.8% | 7,133 | $430K |
| FSA Advisors, Inc. | 0.19% | New | 7,012 | $423K |
| Fiduciary Financial Advisors | 0.04% | New | 6,921 | $417K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.7% | 6,519 | $407K |
| Savant Capital, LLC | 0.00% | New | 6,680 | $404K |
| Lanark Financial, Inc. | 0.03% | Add +5.3% | 6,618 | $399K |
| Tranquility Partners, LLC | 0.14% | No change | 6,590 | $397K |
| Summit Financial, LLC | 0.00% | Add +0.8% | 6,574 | $396K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.8% | 6,573 | $396K |
| Novem Group | 0.04% | Add +6.2% | 6,489 | $391K |
| Moneco Advisors, LLC | 0.02% | Reduce -13.4% | 6,300 | $380K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 6,275 | $378K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.4% | 6,128 | $369K |
| XTX Topco Ltd | 0.00% | New | 6,117 | $369K |
| Clarity Asset Management, Inc. | 0.18% | Add +3.1% | 6,116 | $369K |
| Keybank National Association | 0.00% | No change | 6,008 | $362K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,960 | $359K |
| Centurion Wealth Management LLC | 0.09% | Add +2.2% | 5,959 | $359K |
| Planning Directions Inc. | 0.16% | Add +13.9% | 5,857 | $353K |
| Aspect Partners, LLC | 0.13% | No change | 5,840 | $352K |
| Shared Vision Wealth Group LLC | 0.12% | No change | 5,752 | $347K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.7% | 5,740 | $346K |
| Two Sigma Securities, LLC | 0.03% | Reduce -23.5% | 5,704 | $344K |
| Strengthening Families & Communities, LLC | 0.08% | Add +1.5% | 5,628 | $339K |
| Southland Equity Partners LLC | 0.06% | Reduce -7.8% | 5,584 | $337K |
| SageOak Financial, LLC | 0.22% | No change | 5,567 | $336K |
| Shelton Capital Management | 0.01% | Reduce -0.1% | 5,561 | $335K |
| Mather Group, Llc. | 0.00% | New | 5,483 | $331K |
| Integrity Alliance, Llc. | 0.01% | Reduce -89.6% | 5,457 | $329K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 5,420 | $327K |
| Quotient Wealth Partners, LLC | 0.01% | Add +1.4% | 5,381 | $324K |
| Financial Perspectives, Inc | 0.08% | Add +0.3% | 5,369 | $324K |
| Commerce Bank | 0.00% | New | 5,340 | $322K |
| Atlas Brown,Inc. | 0.09% | Add +0.2% | 5,337 | $322K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +3.1% | 5,225 | $315K |
| Tidemark, LLC | 0.07% | Reduce -21.7% | 5,125 | $309K |
| Herold Advisors, Inc. | 0.06% | No change | 5,057 | $306K |
| Southern Capital Advisors, LLC | 0.13% | No change | 5,000 | $301K |
| Fortitude Financial, LLC | 0.27% | Reduce -88.5% | 4,972 | $300K |
| Baker Avenue Asset Management, LP | 0.01% | Add +15.8% | 4,929 | $297K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,909 | $296K |
| Facet Wealth, Inc. | 0.00% | New | 4,880 | $294K |
| Nvest Financial, LLC | 0.09% | New | 4,865 | $293K |
| Greykasell Wealth Strategies, Inc. | 0.11% | No change | 4,835 | $292K |
| Wetzel Investment Advisors, Inc. | 0.10% | Reduce -29.1% | 4,829 | $291K |
| MWA Asset Management | 0.13% | Reduce -7.8% | 4,793 | $289K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -1.6% | 4,707 | $284K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,694 | $283K |
| Compass Ion Advisors, LLC | 0.02% | No change | 4,673 | $282K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +0.8% | 4,638 | $280K |
| MKD Wealth Coaches, LLC | 0.24% | Add +0.8% | 4,619 | $278K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.3% | 4,608 | $278K |
| TFB Advisors LLC | 0.12% | Reduce -1.6% | 4,591 | $277K |
| Fiscal Wisdom Wealth Management, LLC | 0.23% | Add +2.4% | 4,513 | $272K |
| First Foundation Advisors | 0.01% | No change | 4,500 | $271K |
| ZEGA Investments, LLC | 0.04% | No change | 4,407 | $266K |
| MJP Associates Inc. | 0.03% | No change | 4,407 | $266K |
| Choreo, LLC | 0.00% | Reduce -16.5% | 4,405 | $266K |
| Forge Financial Services LLC | 0.02% | No change | 4,403 | $265K |
| Ameriflex Group, Inc. | 0.11% | Add +0.1% | 4,376 | $264K |
| Curi Capital, LLC | 0.00% | No change | 4,347 | $262K |
| Financial Concepts Unlimited, Inc. | 0.20% | Add +8.7% | 4,328 | $261K |
| Mutual Advisors, LLC | 0.00% | Add +0.8% | 4,315 | $260K |
| Financial Partners Group, Inc | 0.03% | New | 4,235 | $255K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,217 | $254K |
| Obsidian Cio, LLC | 0.19% | Add +0.9% | 4,211 | $254K |
| Next Level Wealth Planning, LLC | 0.11% | Reduce -1.1% | 4,210 | $254K |
| Westbourne Investments, Inc. | 0.10% | No change | 4,209 | $254K |
| Breakwater Capital Group | 0.03% | No change | 4,188 | $252K |
| LifeSteps Financial, Inc. | 0.12% | Add +13.0% | 4,127 | $249K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | Add +0.9% | 4,123 | $249K |
| Atlas Private Wealth Advisors | 0.05% | New | 4,103 | $247K |
| Split Rock Private Trading & Wealth Management, LLC | 0.17% | Reduce -24.7% | 4,085 | $246K |
| Vicus Capital | 0.02% | New | 4,083 | $246K |
| Betterment LLC | 0.00% | Reduce -28.4% | 4,044 | $244K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -2.8% | 4,030 | $243K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 3,984 | $240K |
| First Trust Advisors LP | 0.00% | No change | 3,951 | $238K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,933 | $237K |
| Sax Wealth Advisors, LLC | 0.01% | New | 4,292 | $237K |
| Rhodes Investment Advisors Inc. | 0.17% | Reduce -7.1% | 3,905 | $235K |
| Delta Investment Management, LLC | 0.04% | Add +4.2% | 3,885 | $234K |
| Aldebaran Financial Inc. | 0.18% | No change | 3,762 | $227K |
| KWB Wealth | 0.02% | New | 3,750 | $226K |
| NFSG Corp | 0.03% | Reduce -7.4% | 3,749 | $226K |
| Wesbanco Bank Inc. | 0.01% | New | 3,744 | $226K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -49.6% | 3,739 | $225K |
| Rasp Wealth Solutions, LLC | 0.07% | — | 3,682 | $222K |
| Graham Capital Wealth Management, LLC | 0.17% | New | 3,664 | $221K |
| HORAN Wealth, LLC | 0.03% | New | 3,651 | $220K |
| Proactive Wealth Strategies LLC | 0.04% | No change | 3,644 | $220K |
| Destiny Capital Corp | 0.10% | No change | 3,631 | $219K |
| Seven Mile Advisory | 0.14% | New | 3,500 | $211K |
| BlackRock, Inc. | 0.00% | No change | 3,490 | $210K |
| Wealthspan Partners, LLC | 0.07% | New | 3,488 | $210K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -46.7% | 3,466 | $209K |
| Arthur M. Cohen & Associates, LLC | 0.03% | New | 3,465 | $209K |
| Keating Financial Advisory Services, Inc. | 0.03% | No change | 3,430 | $207K |
| Harbor Group, Inc. | 0.02% | New | 3,430 | $207K |
| RFG Advisory, LLC | 0.00% | New | 3,415 | $206K |
| Western Wealth Management, LLC | 0.01% | New | 3,354 | $202K |
| Ascent Group, LLC | 0.01% | New | 3,340 | $201K |
| Valley Wealth Managers, Inc. | 0.01% | New | 3,254 | $196K |
| Bank of Montreal | 0.00% | Reduce -13.0% | 3,250 | $196K |
| Hoese & Co LLP | 0.12% | No change | 3,000 | $181K |
| Portfolio Resources Advisor Group, Inc. | 0.15% | Reduce -32.6% | 2,979 | $180K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +5.8% | 2,700 | $163K |
| Fifth Third Bancorp | 0.00% | Add +41.1% | 2,684 | $162K |
| Darwin Wealth Management, LLC | 0.04% | Add +384.9% | 2,546 | $154K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -0.0% | 2,373 | $143K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,366 | $143K |
| Jones Financial Companies LLLP | 0.00% | Add +1457.9% | 2,368 | $142K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -3.2% | 2,148 | $130K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 2,093 | $126K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,086 | $126K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Reduce -7.4% | 2,000 | $121K |
| Rowlandmiller & Partners.adv | 0.02% | New | 1,800 | $109K |
| Godsey & Gibb, Inc. | 0.01% | No change | 1,475 | $89K |
| Hilton Head Capital Partners, LLC | 0.04% | Add +1.1% | 1,341 | $81K |
| Godfrey Financial Associates, Inc. | 0.06% | Add +25.0% | 1,250 | $75K |
| Roxbury Financial LLC | 0.06% | No change | 1,173 | $71K |
| US Bancorp \de | 0.00% | Reduce -15.1% | 1,155 | $70K |
| Bessemer Group Inc. | 0.00% | No change | 1,020 | $62K |
| Cape Investment Advisory, Inc. | 0.01% | New | 932 | $56K |
| Abound Wealth Management | 0.01% | No change | 927 | $56K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -22.1% | 900 | $54K |
| Buck Wealth Strategies, LLC | 0.01% | New | 847 | $51K |
| Meramec Financial Planners, LLC | 0.02% | Reduce -26.9% | 774 | $48K |
| Citigroup Inc. | 0.00% | Reduce -7.1% | 800 | $48K |
| MidFirst Bank | 0.00% | No change | 793 | $48K |
| Horrell Capital Management, Inc. | 0.02% | No change | 750 | $45K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 672 | $45K |
| Dunhill Financial, LLC | 0.01% | Add +0.9% | 740 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 691 | $42K |
| Institute for Wealth Management, LLC. | 0.00% | New | 563 | $34K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.7% | 557 | $34K |
| Concord Wealth Partners | 0.00% | New | 549 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 524 | $32K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 480 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 447 | $27K |
| Evermay Wealth Management LLC | 0.00% | No change | 442 | $27K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $25K |
| Avalon Trust Co | 0.00% | No change | 400 | $24K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.8% | 368 | $22K |
| PlanVest Financial, Inc | 0.01% | Reduce -47.8% | 360 | $22K |
| Archer Investment Corp | 0.00% | Reduce -15.9% | 327 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 282 | $18K |
| Providence Capital Advisors, LLC | 0.00% | New | 297 | $18K |
| NorthAvenue LLC | 0.01% | New | 251 | $15K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 236 | $14K |
| Vanguard Advisers Inc. | 0.00% | Reduce -66.2% | 213 | $13K |
| CX Institutional | 0.00% | Add +0.5% | 192 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 184 | $11K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 180 | $11K |
| UBS Group AG | 0.00% | Reduce -28.6% | 145 | $9K |
| Key Financial Inc | 0.00% | No change | 135 | $8K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -66.8% | 121 | $7K |
| Triumph Capital Management | 0.00% | No change | 100 | $6K |
| Ulland Investment Advisors, LLC | 0.00% | New | 100 | $6K |
| National Bank of Canada | 0.00% | Add +708.3% | 97 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 93 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 87 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 77 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 76 | $5K |
| Financial Consulate, Inc. | 0.00% | No change | 75 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -78.3% | 71 | $4K |
| Ascentis Independent Advisors | 0.01% | Reduce -32.0% | 70 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 67 | $4K |
| Westend Capital Management, LLC | 0.00% | New | 67 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $4K |
| CENTRAL TRUST Co | 0.00% | New | 65 | $4K |
| Spire Wealth Management | 0.00% | No change | 52 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| Private Trust Co. NA | 0.00% | No change | 44 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Trust Co | 0.00% | New | 30 | $2K |
| Cordant, Inc. | 0.00% | No change | 27 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 15 | $904 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $723 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 11 | $667 |
| Costello Asset Management, INC | 0.00% | No change | 10 | $617 |
| Valued Wealth Advisors LLC | 0.00% | New | 8 | $483 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $121 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.