How many institutions own FFSM stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own FFSM shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Fidelity Small-Mid Cap Opportunities ETF stock?

WEALTH QUARTERBACK LLC, in the last quarter, reduced its stake in FFSM by -6.49% restricting it's holding to 12.39 thousand shares of worth nearly $473.24K. BENJAMIN EDWARDS INC also lessened -3.98% of the FFSM shares from its portfolio, reducing its holding to 13.27 thousand shares of worth $507.15K. PER STIRLING CAPITAL MANAGEMENT, LLC. also shunned FFSM shares holding by -6.45% last quarter which brought its holding to 54.08 thousand shares worth $2.07M.

Investors who are buying FFSM stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in FFSM by 100% in the last quarter. The institutional holder raised its holding to 180.96 thousand shares having worth more than $6.91M. MUTUAL ADVISORS, LLC also added 0.1% more shares of FFSM to its portfolio, raising its holding to 9.8 thousand shares of worth $374.42K. MERCER GLOBAL ADVISORS INC /ADV also increased its FFSM shares holding by 8.48% which brought its holding to 11.6 thousand shares worth $443.24K.

FFSM's major insiders: who are they?

The insider with the most stakes in FFSM is N/A , N/A at the company. Additionally, FFSM stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell FFSM stock?

Company executives, directors, and other insiders own N/A percent of Fidelity Small-Mid Cap Opportunities ETF's stock. Within the last six months, there have been 0 transaction(s) in which FFSM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FFSM stock?

There have been 0 transaction(s) during the past 6-months in which Fidelity Small-Mid Cap Opportunities ETF insiders have bought stock, totalling 0 shares

How much of FFSM does insiders own?

Around 0 Fidelity Small-Mid Cap Opportunities ETF shares are held by insiders, which represents about N/A of FFSM stock.

Who is the insider with the largest stake?

FFSM N/A, N/A holds the largest portfolio of the company's shares. FFSM shares owned by N/A total nearly -.

Which institution holds the most shares in FFSM?

GOLDMAN SACHS GROUP INC is the largest institutional owner in FFSM which holds 180.96 thousand shares worth $6.91M or 0.47% of the total FFSM shares outstanding followed by MUTUAL ADVISORS, LLC with ownership of 9.8 thousand shares representing 0.03% of the FFSM ownership. MERCER GLOBAL ADVISORS INC /ADV is the third largest stakeholder with 11.6 thousand shares or 0.03% of the ownership worth more than $443.24K.

Is Fidelity Small-Mid Cap Opportunities ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FFSM is concerned, it is a stock which is not optionable.

Is there a short position on FFSM's shares?

Number of FFSM shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding FFSM shares are there?

As of today, null shares of FFSM are outstanding.

Is there many float in FFSM stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, FFSM has null shares in float.

FFSM short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for FFSM is null.

Fidelity Small-Mid Cap Opportunities ETF (FFSM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. GOLDMAN SACHS GROUP INC is the top corporate investor, holding 180.96K shares valued at $6.91M. A 0.47% stake in Fidelity Small-Mid Cap Opportunities ETF is owned by the company. MUTUAL ADVISORS, LLC owns 9.8K shares valued at $374.42K, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.47%	180.96K	6.91M	180.96K	+100.00%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.03%	9.8K	374.42K	10	+0.10%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	11.6K	443.24K	907	+8.48%
Jun 30, 2026	WEALTH QUARTERBACK LLC	0.03%	12.39K	473.24K	-859	-6.49%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.03%	13.27K	507.15K	-550	-3.98%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.04%	15.55K	594.09K	616	+4.13%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.04%	16.89K	645.65K	8.65K	+104.83%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.05%	17.93K	673.06K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.05%	19.01K	726.51K	3.66K	+23.87%
Jun 30, 2026	SUMMIT WEALTH GROUP LLC / CO	0.05%	20.38K	778.65K	10.51K	+106.53%
Jun 30, 2026	PINES WEALTH MANAGEMENT, LLC	0.07%	27.66K	1.06M	7.98K	+40.54%
Jun 30, 2026	PFG ADVISORS	0.07%	27.73K	1.06M	27.73K	+100.00%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.08%	30.6K	1.17M	30.6K	+100.00%
Jun 30, 2026	CMG GLOBAL HOLDINGS, LLC	0.09%	33.4K	1.28M	33.4K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	41.31K	1.58M	10.73K	+35.07%
Jun 30, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.14%	54.08K	2.07M	-3.73K	-6.45%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.29%	110.1K	4.21M	6.45K	+6.22%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	10.39K	397.15K	757	+7.86%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.03%	10.5K	401.01K	-564	-5.10%
Jun 30, 2026	BAY CAPITAL ADVISORS, LLC	0.03%	10.68K	408.11K	920	+9.43%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.06%	23.58K	900.95K	-83	-0.35%
Jun 30, 2026	SIGMA PLANNING CORP	0.15%	59.14K	2.26M	21.32K	+56.36%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.19%	72.49K	2.77M	14.86K	+25.79%
Jun 30, 2026	JPMORGAN CHASE & CO	0.33%	125.94K	4.76M	22.19K	+21.39%
Jun 30, 2026	BUSKA WEALTH MANAGEMENT, LLC	0.33%	127.23K	4.86M	81.93K	+180.86%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	131.51K	4.85M	33.36K	+33.99%
Jun 30, 2026		0.05%	18K	687.86K	171	+0.96%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.3%	115.14K	4.4M	24.58K	+27.14%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	181.55K	6.94M	54.72K	+43.14%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.47%	182.98K	5.85M	-9.9K	-5.13%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.8%	307.24K	11.74M	7.23K	+2.41%
Jun 30, 2026	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	1.09%	418.44K	15.99M	3.2K	+0.77%
Jun 30, 2026	PENSION & WEALTH MANAGEMENT ADVISORS, INC.	0.06%	23.76K	907.91K	-4.46K	-15.80%
Jun 30, 2026	GADDIS PREMIER WEALTH ADVISORS LLC	0.63%	241.19K	9.22M	26.32K	+12.25%
Jun 30, 2026	SK WEALTH MANAGEMENT, LLC	0.51%	194.66K	7.34M	20.57K	+11.81%
Jun 30, 2026	RFG ADVISORY, LLC	1.97%	759.37K	29.02M	-83.82K	-9.94%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	3K	114.5K	1.43K	+90.89%
Jun 30, 2026	PROVIDENT WEALTH MANAGEMENT, LLC	0.01%	3.53K	134.84K	89	+2.59%
Jun 30, 2026	MORGAN STANLEY	0.01%	3.91K	149.32K	1.39K	+55.47%
Jun 30, 2026	FIFTH THIRD BANCORP	0.02%	6.83K	261.05K	0	0
Jun 30, 2026	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.02%	7.63K	291.36K	8	+0.11%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	8.19K	312.93K	-1.52K	-15.62%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.07%	26.12K	997.99K	5.3K	+25.46%
Jun 30, 2026	DAHRING \| CUSMANO LLC	0.18%	67.67K	2.59M	11.76K	+21.04%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	74.33K	2.84M	8.92K	+13.63%
Jun 30, 2026	MFA WEALTH SERVICES	0.19%	74.54K	2.85M	-213	-0.28%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.35%	135.21K	5.17M	73.57K	+119.36%
Jun 30, 2026	EVERNEST FINANCIAL ADVISORS, LLC	0.64%	246.93K	9.43M	-25.16K	-9.25%
Jun 30, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.56%	217.17K	8.3M	217.17K	+100.00%
Jun 30, 2026	MENORA MIVTACHIM HOLDINGS LTD.	0.57%	219.13K	8.37M	0	0
Jun 30, 2026	NOVEM GROUP	0.59%	227.27K	8.68M	21.68K	+10.55%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.28%	1.26M	48.27M	50.82K	+4.19%
Jun 30, 2026	FMR LLC	69.22%	26.68M	1.02B	1.06M	+4.13%
Jun 30, 2026	BAM WEALTH MANAGEMENT, LLC	0.05%	18K	687.86K	171	+0.96%
Jun 30, 2026	KEENAN, LLC	0.8%	308.22K	11.78M	18.17K	+6.26%
Jun 30, 2026	CLARITY RETIREMENT & WEALTH, LLC	0.29%	112.93K	4.31M	2.91K	+2.64%
Jun 30, 2026	ACUMEN WEALTH ADVISORS, LLC	1.03%	397.39K	15.18M	397.39K	+100.00%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	20.82K	665.18K	8.67K	+71.42%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.15%	57.63K	1.84M	10.85K	+23.20%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.15%	57.81K	1.85M	57.81K	+100.00%
Mar 31, 2026	FMR LLC	66.57%	25.62M	818.67M	2.09M	+8.86%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0%	743	23.74K	169	+29.44%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	1.57K	50.16K	5	+0.32%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.5%	192.88K	5.92M	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.02%	6.83K	218.28K	6.83K	+100.00%
Mar 31, 2026	CUTLER CAPITAL MANAGEMENT, LLC	0.02%	8.13K	259.59K	40	+0.49%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.24%	90.57K	2.89M	90.57K	+100.00%
Mar 31, 2026	SK WEALTH MANAGEMENT, LLC	0.45%	174.09K	5.66M	1.82K	+1.06%
Mar 31, 2026	BAY CAPITAL ADVISORS, LLC	0.03%	9.76K	311.85K	167	+1.74%
Mar 31, 2026	SUMMIT WEALTH GROUP LLC / CO	0.03%	9.87K	315.27K	9.87K	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	10.69K	341.63K	174	+1.65%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.33%	126.84K	4.05M	74.49K	+142.31%
Mar 31, 2026	JPMORGAN CHASE & CO	0.27%	103.76K	3.2M	12.35K	+13.51%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.27%	103.65K	3.31M	51.81K	+99.96%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	98.15K	3.18M	82.08K	+510.95%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.04%	13.82K	441.63K	909	+7.04%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.03%	9.79K	312.76K	21	+0.22%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.03%	11.06K	353.34K	-1.12K	-9.19%
Mar 31, 2026	WEALTH QUARTERBACK LLC	0.03%	13.24K	423.15K	-4.11K	-23.66%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.04%	14.93K	477.09K	14.93K	+100.00%
Mar 31, 2026	PROVIDENT WEALTH MANAGEMENT, LLC	0.01%	3.44K	109.91K	219	+6.80%
Mar 31, 2026	BULWARK CAPITAL CORP	0.01%	2.54K	80.99K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	2.3K	73.39K	2.21K	+2,424.18%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.01%	1.74K	55.47K	1.6K	+1,185.93%
Mar 31, 2026	HICKS CAPITAL MANAGEMENT LLC	0.03%	10.35K	330.62K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.04%	15.35K	490.42K	67	+0.44%
Mar 31, 2026	MFA WEALTH SERVICES	0.19%	74.75K	2.39M	2.85K	+3.96%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	9.71K	310.12K	-3.47K	-26.35%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	250	7.99K	250	+100.00%
Mar 31, 2026	CWM, LLC	0%	401	12.82K	7	+1.78%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	498	16K	0	0
Mar 31, 2026	NOVEM GROUP	0.53%	205.59K	6.57M	205.59K	+100.00%
Mar 31, 2026	MENORA MIVTACHIM HOLDINGS LTD.	0.57%	219.13K	7M	-19.44K	-8.15%
Mar 31, 2026	EVERNEST FINANCIAL ADVISORS, LLC	0.71%	272.08K	9.6M	-130.06K	-32.34%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.78%	300.01K	9.59M	1.88K	+0.63%
Mar 31, 2026	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	1.08%	415.24K	13.27M	17.59K	+4.42%
Mar 31, 2026	RFG ADVISORY, LLC	2.19%	843.18K	26.94M	136.81K	+19.37%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.15%	1.21M	38.74M	55.6K	+4.81%
Mar 31, 2026		0.05%	17.83K	569.7K	17.83K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.06%	23.66K	756K	-45	-0.19%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	30.58K	977.08K	13.71K	+81.23%
Mar 31, 2026	SIGMA PLANNING CORP	0.1%	37.83K	1.21M	12K	+46.47%
Mar 31, 2026	BUSKA WEALTH MANAGEMENT, LLC	0.12%	45.3K	1.45M	45.3K	+100.00%
Mar 31, 2026	M HOLDINGS SECURITIES, INC.	0.13%	49.83K	1.8M	16.65K	+50.18%
Mar 31, 2026	DAHRING \| CUSMANO LLC	0.15%	55.91K	1.79M	55.91K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.16%	61.64K	1.97M	46.84K	+316.47%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	65.41K	2.09M	5.17K	+8.59%
Mar 31, 2026	ROYAL BANK OF CANADA	0.02%	6.79K	217K	-5.99K	-46.86%
Mar 31, 2026	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.02%	7.62K	243.38K	9	+0.12%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	8.25K	263.51K	-9.2K	-52.73%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	9.64K	311.57K	2.4K	+33.22%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.05%	17.93K	574.06K	10.48K	+140.64%
Mar 31, 2026	PINES WEALTH MANAGEMENT, LLC	0.05%	19.68K	628.84K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	16.87K	517.85K	598	+3.67%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.76%	1.16M	35.51M	803.86K	+227.69%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.11%	33.18K	1.02M	33.18K	+100.00%
Dec 31, 2025	SIGMA PLANNING CORP	0.09%	25.83K	792.56K	3.06K	+13.43%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.08%	23.71K	727.57K	-387	-1.61%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0%	574	17.62K	0	0
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0%	498	15K	498	+100.00%
Dec 31, 2025	CWM, LLC	0%	394	12K	0	0
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0%	135	4.14K	79	+141.07%
Dec 31, 2025	ASSETMARK, INC	0%	126	3.87K	126	+100.00%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	91	2.79K	91	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	50	1.55K	-1	-1.96%
Dec 31, 2025	RFG ADVISORY, LLC	2.44%	706.37K	21.68M	314.43K	+80.22%
Dec 31, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	1.37%	397.66K	12.2M	6.61K	+1.69%
Dec 31, 2025	EVERNEST FINANCIAL ADVISORS, LLC	1.31%	402.14K	13.66M	-3.48K	-0.86%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.97%	298.13K	9.15M	-875	-0.29%
Dec 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.77%	238.56K	7.32M	15.55K	+6.97%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.67%	192.88K	5.92M	35.72K	+22.73%
Dec 31, 2025	SK WEALTH MANAGEMENT, LLC	0.6%	172.27K	5.63M	13.1K	+8.23%
Dec 31, 2025	PINES WEALTH MANAGEMENT, LLC	0.07%	19.68K	604.04K	19.68K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	20.71K	635.53K	20.71K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	18.97K	582.31K	18.97K	+100.00%
Dec 31, 2025	WEALTH QUARTERBACK LLC	0.06%	17.35K	532.44K	-122.28K	-87.57%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	17.45K	535.69K	-1.53K	-8.08%
Dec 31, 2025	HICKS CAPITAL MANAGEMENT LLC	0.04%	10.35K	317.58K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	10.52K	322.84K	2	+0.02%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.03%	9.77K	299.77K	13	+0.13%
Dec 31, 2025	BAY CAPITAL ADVISORS, LLC	0.03%	9.59K	294.43K	6	+0.06%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	9.96K	305.8K	9.96K	+100.00%
Dec 31, 2025	COMERICA BANK	0.03%	7.98K	244.78K	0	0
Dec 31, 2025	CUTLER CAPITAL MANAGEMENT, LLC	0.03%	8.09K	248.13K	8.09K	+100.00%
Dec 31, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.02%	7.61K	233.49K	7.61K	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	7.45K	228.39K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	7.23K	222.01K	7.16K	+10,088.73%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	7.09K	217.47K	-10.06K	-58.67%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	16.07K	512.65K	16.07K	+100.00%
Dec 31, 2025	CREATIVE PLANNING	0.05%	15.28K	469.04K	-970	-5.97%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	14.8K	454.22K	3.99K	+36.86%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	13.18K	404.44K	434	+3.41%
Dec 31, 2025	ROYAL BANK OF CANADA	0.04%	12.78K	392K	1.08K	+9.19%
Dec 31, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.01%	3.22K	98.85K	6	+0.19%
Dec 31, 2025	BULWARK CAPITAL CORP	0.01%	2.54K	77.8K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	1.76K	54.14K	1.76K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.57K	48.03K	-1.05K	-40.15%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.04%	12.18K	373.74K	-2.67K	-17.96%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.04%	12.15K	372.74K	12.15K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	60.24K	1.85M	-22.53K	-27.22%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.18%	51.83K	1.59M	40.44K	+354.91%
Dec 31, 2025	FMR LLC	76.61%	23.54M	722.36M	3.63M	+18.21%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.04%	12.91K	396.32K	-145	-1.11%
Dec 31, 2025	JPMORGAN CHASE & CO	0.32%	91.41K	2.81M	26.07K	+39.89%
Dec 31, 2025		0.3%	91.01K	2.79M	91.01K	+100.00%
Dec 31, 2025	DENTGROUP LLC	0.27%	78.51K	2.41M	21.22K	+37.03%
Dec 31, 2025	MFA WEALTH SERVICES	0.25%	71.91K	2.21M	50	+0.07%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	52.35K	1.61M	20.75K	+65.67%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.15%	46.77K	1.44M	17.16K	+57.96%
Dec 31, 2025	MORGAN STANLEY	0%	1.52K	46.77K	269	+21.45%
Dec 31, 2025	ELYXIUM WEALTH, LLC	0%	1.02K	31.27K	1.02K	+100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	12	351	12	+100.00%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0%	45	1.31K	44	+4,400.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-8.43K	-100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	12.74K	372.27K	-282	-2.16%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	56	1.64K	56	+100.00%
Sep 30, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.01%	3.22K	93.91K	346	+12.06%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.04%	11.39K	332.82K	11.39K	+100.00%
Sep 30, 2025	DENTGROUP LLC	0.22%	57.29K	1.67M	26.54K	+86.32%
Sep 30, 2025	SIGMA PLANNING CORP	0.09%	22.77K	665.07K	22.77K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.09%	24.09K	703.79K	1.01K	+4.36%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.11%	27.88K	814.35K	27.88K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.11%	29.61K	864.9K	18.55K	+167.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	31.6K	922.92K	13.42K	+73.80%
Sep 30, 2025	JPMORGAN CHASE & CO	0.25%	65.34K	1.91M	16.1K	+32.68%
Sep 30, 2025	MORGAN STANLEY	0%	1.25K	36.64K	376	+42.82%
Sep 30, 2025	BULWARK CAPITAL CORP	0.01%	2.54K	74.05K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.62K	76.38K	47	+1.83%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.06%	14.84K	433.59K	-760	-4.87%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	17.14K	500.75K	17.14K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	82.77K	2.42M	69.98K	+547.43%
Sep 30, 2025	WEALTH QUARTERBACK LLC	0.53%	139.63K	4.08M	5.71K	+4.27%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.6%	157.16K	4.59M	40.35K	+34.55%
Sep 30, 2025	EVERNEST FINANCIAL ADVISORS, LLC	1.54%	405.62K	11.85M	-893	-0.22%
Sep 30, 2025	FMR LLC	75.66%	19.91M	581.63M	37.1K	+0.19%
Sep 30, 2025	IFP ADVISORS, INC	0%	18	526	-184	-91.09%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	10.52K	307.21K	2	+0.02%
Sep 30, 2025	CREATIVE PLANNING	0.06%	16.25K	474.74K	-5.64K	-25.77%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-3.72K	-100.00%
Sep 30, 2025	MFA WEALTH SERVICES	0.27%	71.86K	2.1M	50.82K	+241.52%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-88	-100.00%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.05%	13.06K	381.44K	-143	-1.08%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-2.52K	-100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	51	1.49K	37	+264.29%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	71	2.07K	0	0
Sep 30, 2025	CWM, LLC	0%	394	11K	1	+0.25%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	574	16.77K	0	0
Sep 30, 2025	HICKS CAPITAL MANAGEMENT LLC	0.04%	10.35K	302.27K	10.35K	+100.00%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.04%	9.76K	288.17K	9.76K	+100.00%
Sep 30, 2025	BAY CAPITAL ADVISORS, LLC	0.04%	9.59K	280.06K	-2.27K	-19.13%
Sep 30, 2025	COMERICA BANK	0.03%	7.98K	232.98K	51	+0.64%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	7.45K	217.81K	0	0
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.03%	7K	204.47K	7K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	2.78K	81.2K	0	0
Sep 30, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	1.51%	391.05K	11.42M	-111.87K	-22.24%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.34%	353.04K	10.31M	-11.34K	-3.11%
Sep 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.85%	223.01K	6.51M	-4.54K	-2.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	18.98K	552.13K	7.96K	+72.21%
Sep 30, 2025	SK WEALTH MANAGEMENT, LLC	0.6%	159.18K	4.62M	6.05K	+3.95%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	1.14%	299.01K	8.73M	299.01K	+100.00%
Sep 30, 2025	RFG ADVISORY, LLC	1.49%	391.94K	11.45M	42.72K	+12.23%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	16.28K	475.43K	-9.51K	-36.87%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	10.81K	315.88K	10.81K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.04%	11.71K	342K	-1.32K	-10.15%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.47%	364.39K	9.91M	9.66K	+2.72%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	1	14	1	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	202	5.49K	202	+100.00%
Jun 30, 2025	CWM, LLC	0%	393	11K	393	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	574	15.61K	574	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	8.43K	234.71K	8.43K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	13.03K	354K	-14.82K	-53.21%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-12.98K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.57K	69.82K	-2.72K	-51.46%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	11.06K	300.83K	9.84K	+803.18%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.09%	23.09K	627.76K	1.24K	+5.65%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	25.78K	701.04K	8.19K	+46.57%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	14	393	-97	-87.39%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	2.78K	75.59K	2.78K	+100.00%
Jun 30, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.01%	2.87K	78.01K	1.25K	+77.43%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	11.02K	299.98K	7.69K	+230.56%
Jun 30, 2025	UBS GROUP AG	0.01%	2.52K	68.52K	2.52K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	3.72K	101.2K	3.72K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	7.45K	203.08K	0	0
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	10.52K	285.9K	-98	-0.92%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-111	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	12.78K	348K	75	+0.59%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	13.03K	354.18K	13.03K	+100.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.05%	13.2K	358.96K	1.72K	+14.99%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.06%	15.6K	424.28K	-688	-4.22%
Jun 30, 2025	CREATIVE PLANNING	0.09%	21.9K	595.32K	21.9K	+100.00%
Jun 30, 2025	CHRISTOPHER J. HASENBERG, INC	0.12%	28.61K	777.85K	28.61K	+100.00%
Jun 30, 2025	BULWARK CAPITAL CORP	0.01%	2.54K	68.93K	2.54K	+100.00%
Jun 30, 2025	BAY CAPITAL ADVISORS, LLC	0.05%	11.86K	322.36K	11.86K	+100.00%
Jun 30, 2025	MFA WEALTH SERVICES	0.09%	21.04K	572.09K	3.81K	+22.13%
Jun 30, 2025	DENTGROUP LLC	0.12%	30.75K	836.08K	-5.05K	-14.10%
Jun 30, 2025	JPMORGAN CHASE & CO	0.2%	49.25K	1.34M	6.51K	+15.22%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.23%	57.68K	1.57M	32.27K	+126.95%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.47%	116.81K	3.18M	15.2K	+14.96%
Jun 30, 2025	SK WEALTH MANAGEMENT, LLC	0.62%	153.13K	4.26M	27.28K	+21.68%
Jun 30, 2025	WEALTH QUARTERBACK LLC	0.54%	133.91K	3.64M	-5.52K	-3.96%
Jun 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.92%	227.55K	6.19M	81.7K	+56.01%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-13	-100.00%
Jun 30, 2025	EVERNEST FINANCIAL ADVISORS, LLC	1.64%	406.51K	11.05M	11.84K	+3.00%
Jun 30, 2025	COMERICA BANK	0.03%	7.93K	215.48K	214	+2.78%
Jun 30, 2025	MORGAN STANLEY	0%	878	23.87M	23	+2.69%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.03%	7.91K	214.99M	7.91K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.07%	17.51K	476.18M	17.51K	+100.00%
Jun 30, 2025	RFG ADVISORY, LLC	1.41%	349.23K	9.5M	349.23K	+100.00%
Jun 30, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	2.03%	502.92K	13.67M	78.09K	+18.38%
Jun 30, 2025	FMR LLC	80.39%	19.88M	540.4M	-6.3M	-24.08%
Jun 30, 2025		0.01%	2.54K	68.93M	2.54K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	71	1.93K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	88	2.39K	88	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	18.18K	494.28K	5.95K	+48.61%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-79.8K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-768.42K	-100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-47	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-22.66K	-100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	47	1.14K	47	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	3.19%	768.42K	19.39M	768.42K	+100.00%
Mar 31, 2025	KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP	1.77%	424.83K	10.72M	424.83K	+100.00%
Mar 31, 2025	EVERNEST FINANCIAL ADVISORS, LLC	1.64%	394.68K	9.96M	39.7K	+11.18%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.47%	354.72K	8.95M	174.05K	+96.33%
Mar 31, 2025	SAN LUIS WEALTH ADVISORS LLC	0.59%	142.59K	3.6M	-43.25K	-23.27%
Mar 31, 2025	ROYAL BANK OF CANADA	0.12%	27.84K	703K	20.07K	+257.97%
Mar 31, 2025	HRT FINANCIAL LP	0.09%	22.66K	571K	22.66K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.09%	21.85K	551.57K	-135	-0.61%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	17.59K	444K	-6.89K	-28.14%
Mar 31, 2025		0.07%	17.23K	434.84K	333	+1.97%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	12.71K	321K	1.84K	+16.92%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	12.23K	308.76K	83	+0.68%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.05%	11.48K	289.78K	734	+6.83%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	10.61K	267.88K	64	+0.61%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	25.42K	641.53K	25.42K	+100.00%
Mar 31, 2025	COMERICA BANK	0.03%	7.71K	194.63K	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	7.45K	189.12K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	5.29K	133.52K	2.72K	+106.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	3.33K	84.19K	-13.28K	-79.93%
Mar 31, 2025	PROVIDENT WEALTH MANAGEMENT, LLC	0.01%	1.62K	40.81K	1.43K	+769.35%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	1.23K	32.93K	0	0
Mar 31, 2025	MORGAN STANLEY	0%	855	21.58K	1	+0.12%
Mar 31, 2025	WEALTH QUARTERBACK LLC	0.58%	139.44K	3.52M	139.44K	+100.00%
Mar 31, 2025	FMR LLC	108.78%	26.18M	660.71M	22.12M	+544.58%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	71	1.8K	71	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	111	2.81K	-230	-67.45%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0%	0	-	-1	-100.00%
Mar 31, 2025	MCCLARREN FINANCIAL ADVISORS, INC.	0%	50	2K	50	+100.00%
Mar 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.61%	145.86K	3.68M	145.86K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-41.7K	-100.00%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	13	295	13	+100.00%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.42%	101.61K	2.56M	47.86K	+89.04%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	79.8K	2.01M	79.8K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	111	2.8K	111	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.18%	42.74K	1.08M	-2.87K	-6.30%
Mar 31, 2025	DENTGROUP LLC	0.15%	35.8K	903.51K	-10.55K	-22.77%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.05%	12.98K	327.56K	12.98K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.07%	16.29K	411.2K	-1.81K	-10.01%

Frequently Asked Questions