WisdomTree Trust - AGGY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,380,754 | 103,443 | 0.01% | 0.01% | 1 | +51,948 | 2.23% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,503,200 | 65,314 | 0.02% | 0.02% | 2 | +25,942 | 1.76% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,286,071 | 55,879 | 0.15% | 0.15% | 3 | +48,803 | 3.94% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,258,475 | 54,680 | 0.08% | 0.09% | 4 | -53,641 | -4.09% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 686,094 | 29,810 | 5.85% | 5.33% | 5 | +51,433 | 8.1% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 675,916 | 29,368 | 0.34% | — | 6 | +675,916 | New | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 627,024 | 27,243 | 0.03% | 0.03% | 7 | -82,728 | -11.66% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Reduced | 587,789 | 25,539 | 0.12% | 0.15% | 8 | -9,496 | -1.59% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 584,935 | 25,415 | 0.0% | 0.0% | 9 | +44,426 | 8.22% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 507,625 | 22,056 | 1.23% | 0.67% | 10 | +267,307 | 111.23% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 431,859 | 18,764 | 0.09% | 0.09% | 11 | +18,657 | 4.52% | Q1 2026 | Apr 24, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 320,599 | 13,930 | 0.56% | 0.51% | 12 | +10,464 | 3.37% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 283,335 | 12,310 | 0.0% | 0.0% | 13 | +26,411 | 10.28% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 267,413 | 11,619 | 0.16% | 0.14% | 14 | +22,770 | 9.31% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 264,791 | 11,514 | 0.0% | 0.0% | 15 | -19,341 | -6.81% | Q1 2026 | May 15, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 264,850 | 11,507 | 2.6% | 2.57% | 16 | +6,456 | 2.5% | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Added to | 264,328 | 11,485 | 0.0% | 0.0% | 17 | +24,151 | 10.06% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 263,486 | 11,448 | 0.13% | 0.13% | 18 | +1,719 | 0.66% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 258,041 | 11,211 | 0.14% | 0.13% | 19 | +23,485 | 10.01% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 251,297 | 10,881 | 0.39% | 0.4% | 20 | +9,482 | 3.92% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 209,397 | 9,098 | 0.01% | 0.01% | 21 | +57,867 | 38.19% | Q1 2026 | May 13, 2026 |
| Broussard Financial Group LLC | History | Added to | 183,633 | 7,978 | 6.38% | 6.11% | 22 | +12,512 | 7.31% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 158,989 | 6,908 | 0.08% | 0.09% | 23 | +10,525 | 7.09% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 151,712 | 6,591 | 0.12% | 0.12% | 24 | +5,118 | 3.49% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 135,553 | 5,889 | 0.01% | 0.01% | 25 | -1,101 | -0.81% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 129,028 | 5,606 | 0.01% | 0.01% | 26 | -1,322 | -1.01% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 119,723 | 5,201 | 0.0% | 0.0% | 27 | +57,147 | 91.32% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 116,039 | 5,041 | 0.0% | 0.0% | 28 | -9,385 | -7.48% | Q1 2026 | May 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 111,192 | 4,831 | 2.21% | 2.25% | 29 | +5,176 | 4.88% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 108,032 | 4,694 | 0.03% | 0.05% | 30 | -24,205 | -18.3% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 107,764 | 4,666 | 0.0% | 0.0% | 31 | +1,381 | 1.3% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 106,787 | 4,639 | 0.35% | 0.31% | 32 | +11,465 | 12.03% | Q1 2026 | Apr 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 101,290 | 4,401 | 2.04% | 1.86% | 33 | +3,546 | 3.63% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 98,998 | 4,301 | 0.02% | 0.01% | 34 | +34,500 | 53.49% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 82,619 | 3,589 | 0.01% | 0.01% | 35 | +3,201 | 4.03% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 80,567 | 3,500 | 0.01% | 0.01% | 36 | +1,436 | 1.81% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 73,841 | 3,208 | 0.95% | 0.82% | 37 | +9,550 | 14.85% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,873 | 3,035 | 0.0% | 0.0% | 38 | +64,582 | 1220.6% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 68,192 | 2,962 | 0.0% | — | 39 | +68,192 | New | Q1 2026 | May 12, 2026 |
| Sharper & Granite LLC | History | Added to | 67,572 | 2,936 | 1.0% | 0.73% | 40 | +20,195 | 42.63% | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | Added to | 67,064 | 2,915 | 0.22% | 0.28% | 41 | +27,212 | 68.28% | Q1 2026 | Apr 28, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 63,859 | 2,774 | 1.35% | 1.41% | 42 | -325 | -0.51% | Q1 2026 | May 05, 2026 |
| WealthPoint Financial, LLC | History | No change | 61,227 | 2,697 | 2.35% | 2.35% | 43 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 59,220 | 2,573 | 0.0% | — | 44 | +59,220 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 55,864 | 2,427 | 0.04% | 0.04% | 45 | +10,479 | 23.09% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 54,210 | 2,355 | 0.01% | 0.01% | 46 | -19,688 | -26.64% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 51,439 | 2,235 | 0.03% | 0.03% | 47 | +1,079 | 2.14% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 47,701 | 2,072 | 0.02% | 0.02% | 48 | +7,598 | 18.95% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 46,934 | 2,039 | 0.01% | 0.01% | 49 | +5,205 | 12.47% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 43,577 | 1,893 | 0.07% | 0.1% | 50 | +23,731 | 119.58% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 42,070 | 1,827 | 0.08% | 0.16% | 51 | -37,926 | -47.41% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 41,581 | 1,806 | 0.2% | 0.25% | 52 | -12,171 | -22.64% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Added to | 38,006 | 1,651 | 0.21% | 0.19% | 53 | +4,826 | 14.54% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 34,393 | 1,494 | 0.02% | — | 54 | +34,393 | New | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 33,850 | 1,471 | 0.0% | 0.0% | 55 | -4,399 | -11.5% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,799 | 1,468 | 0.01% | 0.01% | 56 | +6,372 | 23.23% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 29,804 | 1,294 | 0.0% | — | 57 | +29,804 | New | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 28,728 | 1,248 | 0.02% | 0.02% | 58 | -1,918 | -6.26% | Q1 2026 | May 22, 2026 |
| Bison Wealth, LLC | History | Reduced | 28,018 | 1,217 | 0.12% | 0.14% | 59 | -1,190 | -4.07% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 26,195 | 1,136 | 0.15% | 0.16% | 60 | -1,534 | -5.53% | Q1 2026 | Apr 30, 2026 |
| David Kennon Inc | History | No change | 25,614 | 1,112 | 0.4% | 0.4% | 61 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 25,415 | 1,104 | 0.04% | 0.04% | 62 | +1,331 | 5.53% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 25,105 | 1,090 | 0.29% | 0.23% | 63 | +6,984 | 38.54% | Q1 2026 | May 11, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 23,508 | 1,021 | 0.19% | 1.37% | 64 | -181,329 | -88.52% | Q1 2026 | May 11, 2026 |
| WIN ADVISORS, INC | History | New | 23,305 | 1,012 | 0.46% | — | 65 | +23,305 | New | Q1 2026 | May 01, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 23,280 | 1,011 | 0.42% | 0.41% | 66 | -126 | -0.54% | Q1 2026 | Apr 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 23,175 | 1,006 | 0.11% | 0.1% | 67 | +2,297 | 11.0% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,314 | 961 | 0.0% | 0.0% | 68 | +2,171 | 10.78% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 20,628 | 896 | 0.08% | 0.07% | 69 | +2,800 | 15.71% | Q1 2026 | Apr 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 20,162 | 876 | 0.2% | 0.18% | 70 | +1,646 | 8.89% | Q1 2026 | Apr 30, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 19,967 | 867 | 0.44% | 0.47% | 71 | +127 | 0.64% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,877 | 863 | 0.01% | 0.0% | 72 | +9,150 | 85.3% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 19,622 | 852 | 0.09% | 0.1% | 73 | -262 | -1.32% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 18,839 | 818 | 0.0% | 0.0% | 74 | +6,272 | 49.91% | Q1 2026 | May 05, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 18,349 | 797 | 0.15% | 0.1% | 75 | +3,167 | 20.86% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 18,271 | 792 | 0.01% | — | 76 | +18,271 | New | Q1 2026 | May 01, 2026 |
| EJMK Ventures LLC | History | Added to | 17,910 | 778 | 0.43% | 0.48% | 77 | +44 | 0.25% | Q1 2026 | Apr 24, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 17,827 | 774 | 0.28% | 0.28% | 78 | +616 | 3.58% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,132 | 744 | 0.01% | 0.01% | 79 | +357 | 2.13% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 17,116 | 743 | 0.0% | 0.0% | 80 | +16 | 0.09% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 16,234 | 705 | 0.01% | 0.01% | 81 | -2,483 | -13.27% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,176 | 659 | 0.02% | 0.02% | 82 | -251 | -1.63% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | New | 14,930 | 648 | 0.04% | — | 83 | +14,930 | New | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 14,878 | 646 | 0.06% | 0.06% | 84 | +237 | 1.62% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 14,050 | 610 | 0.17% | 0.18% | 85 | -389 | -2.69% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,832 | 609 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 13,160 | 571 | 0.11% | 0.11% | 87 | +415 | 3.26% | Q1 2026 | Apr 09, 2026 |
| PSI Advisors, LLC | History | New | 12,808 | 556 | 0.13% | — | 88 | +12,808 | New | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 12,783 | 555 | 0.03% | 0.03% | 89 | -193 | -1.49% | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 12,750 | 553 | 0.05% | 0.05% | 90 | +584 | 4.8% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,525 | 544 | 0.01% | 0.01% | 91 | +109 | 0.88% | Q1 2026 | Apr 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 12,363 | 537 | 0.12% | 0.14% | 92 | -1,368 | -9.96% | Q1 2026 | Apr 27, 2026 |
| Worth Asset Management, LLC | History | Added to | 12,189 | 529 | 0.2% | 0.22% | 93 | +209 | 1.74% | Q1 2026 | Apr 17, 2026 |
| Sun Financial Inc | History | Reduced | 11,360 | 493 | 0.25% | 0.37% | 94 | -3,584 | -23.98% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,099 | 482 | 0.0% | — | 95 | +11,099 | New | Q1 2026 | May 15, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 10,835 | 470 | 0.35% | 0.32% | 96 | +1,086 | 11.14% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,642 | 462 | 0.01% | 0.01% | 97 | +139 | 1.32% | Q1 2026 | May 18, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 10,263 | 445 | 0.02% | 0.01% | 98 | +1,186 | 13.07% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,910 | 430 | 0.0% | 0.0% | 99 | +670 | 7.25% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,869 | 428 | 0.01% | 0.01% | 100 | -120 | -1.2% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,165 | 398 | 0.0% | 0.0% | 101 | -2,336 | -20.31% | Q1 2026 | May 08, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 7,973 | 346 | 0.26% | 0.31% | 102 | -473 | -5.6% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | No change | 7,895 | 343 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| REAP Financial Group, LLC | History | Reduced | 7,737 | 336 | 0.07% | 0.08% | 104 | -1,300 | -14.39% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,392 | 321 | 0.02% | 0.02% | 105 | -33 | -0.44% | Q1 2026 | Apr 30, 2026 |
| SNS Financial Group, LLC | History | No change | 7,290 | 316 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,094 | 308 | 0.01% | 0.01% | 107 | -348 | -4.68% | Q1 2026 | Apr 07, 2026 |
| Team Financial Group, LLC | History | Added to | 7,065 | 306 | 0.14% | 0.14% | 108 | +71 | 1.02% | Q1 2026 | May 01, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 6,815 | 296 | 0.03% | 0.03% | 109 | +74 | 1.1% | Q1 2026 | Apr 10, 2026 |
| United Advisor Group, LLC | History | Added to | 6,715 | 291 | 0.04% | 0.04% | 110 | +42 | 0.63% | Q1 2026 | Apr 17, 2026 |
| SWMG, LLC | History | Added to | 6,536 | 283 | 0.08% | 0.08% | 111 | +10 | 0.15% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,269 | 272 | 0.02% | 0.02% | 112 | +211 | 3.48% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,215 | 270 | 0.01% | 0.01% | 113 | +4 | 0.06% | Q1 2026 | May 19, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 5,886 | 255 | 0.14% | 0.14% | 114 | +54 | 0.93% | Q1 2026 | Apr 21, 2026 |
| HF Advisory Group, LLC | History | Added to | 5,576 | 242 | 0.08% | 0.08% | 115 | +228 | 4.26% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,391 | 234 | 0.01% | 0.01% | 116 | +27 | 0.5% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,364 | 233 | 0.0% | — | 119 | +5,364 | New | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,362 | 233 | 0.01% | 0.01% | 117 | +38 | 0.71% | Q1 2026 | May 18, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 5,364 | 233 | 0.12% | 0.12% | 118 | -26 | -0.48% | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,210 | 226 | 0.01% | 0.01% | 120 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 5,190 | 225 | 0.02% | 0.03% | 121 | -427 | -7.6% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 5,049 | 219 | 0.01% | 0.01% | 122 | +55 | 1.1% | Q1 2026 | Apr 30, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 4,897 | 212 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 4,845 | 210 | 0.03% | 0.03% | 124 | +138 | 2.93% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 4,707 | 207 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 4,634 | 201 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 4,483 | 194 | 0.06% | 0.0% | 127 | +4,438 | 9862.22% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 4,483 | 194 | 0.06% | 0.1% | 128 | -2,545 | -36.21% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 3,853 | 167 | 0.0% | 0.0% | 129 | +275 | 7.69% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,744 | 162 | 0.12% | 0.14% | 130 | -114 | -2.95% | Q1 2026 | Apr 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,627 | 157 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Breakwater Investment Management | History | No change | 3,262 | 141 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,939 | 128 | 0.0% | 0.0% | 133 | +685 | 30.39% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,944 | 127 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,853 | 123 | 0.0% | 0.0% | 135 | +491 | 20.79% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Added to | 2,091 | 91 | 0.06% | 0.04% | 136 | +408 | 24.24% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,057 | 89 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 1,847 | 81 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,847 | 80 | 0.0% | — | 139 | +1,847 | New | Q1 2026 | May 01, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 1,254 | 54 | 0.04% | 0.22% | 140 | -6,854 | -84.53% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,131 | 49 | 0.02% | 0.02% | 141 | +9 | 0.8% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 749 | 32 | 0.0% | 0.0% | 142 | +221 | 41.86% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Reduced | 689 | 29 | 0.0% | 0.0% | 143 | -6 | -0.86% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Added to | 573 | 24 | 0.0% | 0.0% | 144 | +222 | 63.25% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 491 | 21 | 0.0% | 0.01% | 145 | -4,950 | -90.98% | Q1 2026 | Apr 13, 2026 |
| Tidemark, LLC | History | No change | 500 | 21 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 478 | 20 | 0.0% | 0.0% | 147 | +316 | 195.06% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 466 | 20 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 405 | 17 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 330 | 14 | 0.0% | 0.0% | 150 | +234 | 243.75% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 332 | 14 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 300 | 13 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 209 | 9 | 0.0% | 0.0% | 154 | -22 | -9.52% | Q1 2026 | Apr 30, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 216 | 9 | 0.0% | 0.0% | 153 | +2 | 0.93% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 190 | 8 | 0.0% | — | 156 | +190 | New | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 200 | 8 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TopTier Wealth Management, LLC | History | New | 172 | 7 | 0.0% | — | 159 | +172 | New | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 170 | 7 | 0.0% | 0.0% | 157 | -31 | -15.42% | Q1 2026 | May 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 169 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Costello Asset Management, INC | History | Added to | 138 | 5 | 0.0% | 0.0% | 160 | +2 | 1.47% | Q1 2026 | Apr 30, 2026 |
| NBT BANK N A /NY | History | Added to | 100 | 4 | 0.0% | 0.0% | 161 | +56 | 127.27% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -53,354 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -34,840 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,612 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,350 | -100.0% | Q1 2026 | May 01, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.32% | — | -9,749 | -100.0% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,900 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SFE Investment Counsel | History | Closed out | 0 | 0 | — | 0.06% | — | -8,748 | -100.0% | Q1 2026 | May 01, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -7,919 | -100.0% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,354 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,812 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Vantage Point Financial LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,593 | -100.0% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,719 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,061 | -100.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 1 | 0 | — | 0.0% | — | -318 | -99.69% | Q1 2026 | May 26, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |