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FIDELITY
FIDELITY. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 91 Institutional holders with a total value of $259,335,875.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ENVESTNET ASSET MANAGEMENT INC 1,031,503 36,257,000 13.98%
2 Commonwealth Equity Services, Inc 592,464 20,825,000 8.03%
3 Efficient Market Advisors, LLC 569,918 20,033,000 7.72%
4 Beaumont Financial Partners, LLC 477,456 16,782,000 6.47%
5 GENEOS WEALTH MANAGEMENT INC. 327,343 11,506,000 4.44%
6 LADENBURG THALMANN FINANCIAL SERVICES INC. 322,527 11,338,000 4.37%
7 TRUE PRIVATE WEALTH ADVISORS 288,556 10,044,000 3.87%
8 WELLS FARGO & COMPANY/MN 236,973 8,329,000 3.21%
9 SMITH CHAS P & ASSOCIATES PA CPAS 190,797 6,707,000 2.59%
10 JANE STREET GROUP, LLC 179,536 6,311,000 2.43%
11 Orion Porfolio Solutions, LLC 177,657 6,245,000 2.41%
12 SPINNAKER TRUST 171,458 6,027,000 2.32%
13 BRIGHT ROCK CAPITAL MANAGEMENT, LLC 156,300 5,494,000 2.12%
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 154,365 5,426,000 2.09%
15 DEGREEN CAPITAL MANAGEMENT LLC 150,871 5,303,000 2.04%
16 Advisory Services Network, LLC 141,811 4,985,000 1.92%
17 MORGAN STANLEY 139,016 4,886,000 1.88%
18 RAND WEALTH, LLC 131,101 4,608,000 1.78%
19 VICUS CAPITAL 119,302 4,193,000 1.62%
20 AMERIPRISE FINANCIAL INC 115,653 4,063,000 1.57%
21 HighTower Advisors, LLC 106,132 3,755,000 1.45%
22 Cambridge Investment Research Advisors, Inc. 103,243 3,629,000 1.40%
23 NORTHERN TRUST CORP 98,654 3,468,000 1.34%
24 LPL Financial LLC 91,285 3,194,000 1.23%
25 Mariner, LLC 80,036 2,813,000 1.08%
26 Raymond James Financial Services Advisors, Inc. 78,916 2,774,000 1.07%
27 MERIDIAN WEALTH MANAGEMENT, LLC 63,300 2,225,000 0.86%
28 ALLEGIS INVESTMENT ADVISORS, LLC 61,784 2,172,000 0.84%
29 ROYAL BANK OF CANADA 59,307 2,084,000 0.80%
30 LIDO ADVISORS, LLC 58,652 2,069,000 0.80%
31 Sigma Planning Corp 54,828 1,927,000 0.74%
32 VIRTUS ETF ADVISERS LLC 53,900 1,895,000 0.73%
33 SG Americas Securities, LLC 46,599 1,638,000 0.63%
34 Atria Investments, Inc 39,375 1,384,000 0.53%
35 FIRST FINANCIAL EQUITY CORPORATION 38,018 1,328,000 0.51%
36 BANK OF AMERICA CORP /DE/ 37,530 1,319,000 0.51%
37 Freedom Investment Management, Inc. 35,891 1,262,000 0.49%
38 CITADEL ADVISORS LLC 35,814 1,259,000 0.49%
39 ARS Wealth Advisors, LLC 29,181 1,026,000 0.40%
40 Traynor Capital Management, Inc. 27,736 999,000 0.39%
41 Cetera Advisors LLC 27,015 950,000 0.37%
42 MARINER INDEPENDENT ADVISOR NETWORK, LLC 18,870 943,000 0.36%
43 B. Riley Wealth Advisors, Inc. 25,342 892,000 0.34%
44 ADVISOR GROUP, INC. 24,695 869,000 0.34%
45 IFP ADVISORS, INC 22,501 791,000 0.31%
46 RISK PARADIGM GROUP, LLC 22,477 790,066 0.30%
47 Private Advisor Group, LLC 22,663 787,000 0.30%
48 CREATIVE FINANCIAL DESIGNS INC /ADV 22,310 784,000 0.30%
49 First Allied Advisory Services, Inc. 18,375 641,000 0.25%
50 Rehmann Capital Advisory Group 15,370 540,000 0.21%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.