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 | 2,328,806 | 102,583 | 0.01% | 0.01% | 1 | +105,735 | 4.76% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,477,258 | 65,073 | 0.02% | 0.02% | 2 | +220,807 | 17.57% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,312,116 | 57,798 | 0.09% | 0.09% | 3 | +151,517 | 13.06% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 1,237,268 | 54,502 | 0.15% | 0.16% | 4 | +20,954 | 1.72% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 709,752 | 31,264 | 0.03% | 0.04% | 5 | -106,018 | -13.0% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 634,661 | 27,956 | 5.33% | 5.42% | 6 | +87 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 597,285 | 26,310 | 0.15% | 0.16% | 7 | -16,096 | -2.62% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 540,509 | 23,809 | 0.0% | 0.0% | 8 | +32,535 | 6.4% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 413,202 | 18,201 | 0.09% | 0.09% | 9 | +17,493 | 4.42% | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 310,135 | 13,661 | 0.51% | 0.55% | 10 | -23,241 | -6.97% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 284,132 | 12,516 | 0.0% | 0.0% | 11 | +6,161 | 2.22% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 261,767 | 11,530 | 0.13% | 0.14% | 12 | -13,335 | -4.85% | Q4 2025 | Feb 05, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 258,394 | 11,382 | 2.57% | 2.27% | 13 | +31,767 | 14.02% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 256,924 | 11,317 | 0.0% | 0.0% | 14 | +19,441 | 8.19% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 244,643 | 10,776 | 0.14% | 0.14% | 15 | +5,872 | 2.46% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 241,815 | 10,678 | 0.4% | 0.62% | 16 | +15,735 | 6.96% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 240,318 | 10,586 | 0.67% | 0.19% | 17 | +176,654 | 277.48% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 240,177 | 10,579 | 0.0% | 0.0% | 18 | +4,297 | 1.82% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 234,556 | 10,332 | 0.13% | 0.12% | 19 | +30,698 | 15.06% | Q4 2025 | Jan 29, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 204,837 | 9,023 | 1.37% | 1.35% | 20 | +5,850 | 2.94% | Q4 2025 | Feb 11, 2026 |
| Broussard Financial Group LLC | History | New | 171,121 | 7,537 | 6.11% | — | 21 | +171,121 | New | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 151,530 | 6,674 | 0.01% | 0.01% | 22 | +50,396 | 49.83% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 148,464 | 6,539 | 0.09% | 0.12% | 23 | +7,939 | 5.65% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 146,594 | 6,457 | 0.12% | 0.13% | 24 | +9,681 | 7.07% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 136,654 | 6,019 | 0.01% | 0.01% | 25 | +6,951 | 5.36% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 132,237 | 5,825 | 0.05% | — | 26 | +132,237 | New | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | New | 130,350 | 5,741 | 0.01% | — | 27 | +130,350 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 125,424 | 5,524 | 0.0% | 0.0% | 28 | +18,544 | 17.35% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 106,383 | 4,686 | 0.0% | 0.0% | 29 | -6,871 | -6.07% | Q4 2025 | Feb 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 106,016 | 4,669 | 2.25% | 2.43% | 30 | +3,610 | 3.53% | Q4 2025 | Jan 26, 2026 |
| OPTIMA CAPITAL LLC | History | New | 97,744 | 4,305 | 1.86% | — | 31 | +97,744 | New | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 95,322 | 4,198 | 0.31% | 0.29% | 32 | +10,673 | 12.61% | Q4 2025 | Jan 29, 2026 |
| Trilogy Capital Inc. | History | Added to | 79,996 | 3,523 | 0.16% | 0.14% | 33 | +12,567 | 18.64% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 79,418 | 3,498 | 0.01% | 0.0% | 34 | +3,599 | 4.75% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 79,131 | 3,485 | 0.01% | 0.01% | 35 | +1,322 | 1.7% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 73,898 | 3,255 | 0.01% | 0.01% | 36 | +5,753 | 8.44% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,498 | 2,841 | 0.01% | 0.01% | 37 | +4,664 | 7.79% | Q4 2025 | Feb 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 64,291 | 2,832 | 0.82% | 0.87% | 38 | -9,974 | -13.43% | Q4 2025 | Feb 06, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 64,184 | 2,827 | 1.41% | 1.39% | 39 | +1,232 | 1.96% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 62,576 | 2,756 | 0.0% | 0.0% | 40 | -8,780 | -12.3% | Q4 2025 | Feb 10, 2026 |
| WealthPoint Financial, LLC | History | New | 61,227 | 2,697 | 2.35% | — | 41 | +61,227 | New | Q4 2025 | Feb 19, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 53,752 | 2,367 | 0.25% | 0.26% | 42 | +39 | 0.07% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 53,354 | 2,351 | 0.05% | 0.05% | 43 | +3,592 | 7.22% | Q4 2025 | Jan 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 50,360 | 2,218 | 0.03% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sharper & Granite LLC | History | Reduced | 47,377 | 2,086 | 0.73% | 0.77% | 45 | -1,320 | -2.71% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,385 | 1,999 | 0.04% | 0.04% | 46 | +5,436 | 13.61% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 41,729 | 1,838 | 0.01% | 0.01% | 47 | +3,815 | 10.06% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 40,103 | 1,766 | 0.02% | 0.03% | 48 | -3,648 | -8.34% | Q4 2025 | Jan 29, 2026 |
| Golden State Equity Partners | History | Reduced | 39,852 | 1,755 | 0.28% | 0.53% | 49 | -31,058 | -43.8% | Q4 2025 | Jan 29, 2026 |
| Betterment LLC | History | Added to | 38,249 | 1,685 | 0.0% | 0.0% | 50 | +3,490 | 10.04% | Q4 2025 | Feb 12, 2026 |
| Independent Wealth Network Inc. | History | Added to | 34,840 | 1,534 | 0.47% | 0.49% | 51 | +676 | 1.98% | Q4 2025 | Jan 26, 2026 |
| JT Stratford LLC | History | Added to | 33,180 | 1,461 | 0.19% | 0.19% | 52 | +545 | 1.67% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 31,612 | 1,395 | 0.0% | 0.0% | 53 | -944 | -2.9% | Q4 2025 | Mar 09, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 30,646 | 1,349 | 0.02% | 0.02% | 54 | -1,655 | -5.12% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 29,208 | 1,266 | 0.14% | — | 55 | +29,208 | New | Q4 2025 | Mar 24, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 27,729 | 1,224 | 0.16% | 0.16% | 56 | -1,640 | -5.58% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,427 | 1,208 | 0.01% | 0.01% | 57 | -19,626 | -41.71% | Q4 2025 | Jan 29, 2026 |
| David Kennon Inc | History | Reduced | 25,614 | 1,128 | 0.4% | 0.41% | 58 | -273 | -1.05% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 24,084 | 1,060 | 0.04% | 0.05% | 59 | -1,250 | -4.93% | Q4 2025 | Feb 09, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 23,406 | 1,031 | 0.41% | 3.03% | 60 | -217,331 | -90.28% | Q4 2025 | Feb 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 20,878 | 919 | 0.1% | 0.05% | 61 | +9,672 | 86.31% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 20,143 | 887 | 0.0% | 0.0% | 62 | -505 | -2.45% | Q4 2025 | Feb 17, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 19,884 | 875 | 0.1% | 0.11% | 63 | -1,724 | -7.98% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,846 | 874 | 0.1% | 0.11% | 64 | +1,354 | 7.32% | Q4 2025 | Feb 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 19,840 | 873 | 0.47% | 0.47% | 65 | +430 | 2.22% | Q4 2025 | Feb 24, 2026 |
| Summit Financial, LLC | History | Reduced | 18,717 | 824 | 0.01% | 0.01% | 66 | -3,193 | -14.57% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 18,516 | 815 | 0.18% | 0.18% | 67 | +284 | 1.56% | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 18,350 | 809 | 0.03% | 0.03% | 68 | -2,398 | -11.56% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 18,121 | 798 | 0.23% | 0.24% | 69 | -1,338 | -6.88% | Q4 2025 | Feb 06, 2026 |
| EJMK Ventures LLC | History | New | 17,866 | 786 | 0.48% | — | 70 | +17,866 | New | Q4 2025 | Mar 03, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 17,828 | 785 | 0.07% | 0.07% | 71 | +917 | 5.42% | Q4 2025 | Jan 23, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 17,211 | 758 | 0.28% | 0.3% | 72 | -622 | -3.49% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Added to | 17,100 | 753 | 0.0% | 0.0% | 73 | +118 | 0.69% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 16,775 | 739 | 0.01% | 0.01% | 74 | +786 | 4.92% | Q4 2025 | Jan 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,427 | 679 | 0.02% | 0.02% | 75 | -109 | -0.7% | Q4 2025 | Jan 29, 2026 |
| WealthPLAN Partners, LLC | History | New | 15,182 | 668 | 0.1% | — | 76 | +15,182 | New | Q4 2025 | Feb 12, 2026 |
| Sun Financial Inc | History | New | 14,944 | 658 | 0.37% | — | 77 | +14,944 | New | Q4 2025 | Feb 02, 2026 |
| BEACON FINANCIAL GROUP | History | New | 14,641 | 644 | 0.06% | — | 78 | +14,641 | New | Q4 2025 | Apr 01, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 14,439 | 636 | 0.18% | 0.19% | 79 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,832 | 609 | 0.01% | 0.01% | 80 | +11 | 0.08% | Q4 2025 | Feb 06, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 13,731 | 604 | 0.14% | 0.16% | 81 | -2,207 | -13.85% | Q4 2025 | Feb 17, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 12,976 | 571 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 12,745 | 561 | 0.11% | 0.11% | 83 | -20 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,567 | 553 | 0.0% | 0.0% | 84 | +5,030 | 66.74% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,416 | 546 | 0.01% | 0.01% | 85 | +1,188 | 10.58% | Q4 2025 | Jan 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 12,166 | 535 | 0.05% | 0.04% | 86 | -382 | -3.04% | Q4 2025 | Feb 17, 2026 |
| Worth Asset Management, LLC | History | Added to | 11,980 | 527 | 0.22% | 0.24% | 87 | +154 | 1.3% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,501 | 506 | 0.0% | 0.01% | 88 | -456 | -3.81% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,727 | 472 | 0.0% | 0.07% | 89 | -153,939 | -93.49% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,503 | 462 | 0.01% | 0.01% | 90 | +174 | 1.68% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,989 | 440 | 0.01% | 0.02% | 91 | -57 | -0.57% | Q4 2025 | Feb 06, 2026 |
| Westwood Wealth Management | History | New | 9,749 | 429 | 0.32% | — | 92 | +9,749 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 9,749 | 429 | 0.32% | 0.34% | 93 | -23 | -0.24% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,240 | 407 | 0.0% | 0.01% | 94 | +767 | 9.05% | Q4 2025 | Jan 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,077 | 399 | 0.01% | 0.01% | 95 | +3,325 | 57.81% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 9,037 | 398 | 0.08% | 0.09% | 96 | -41 | -0.45% | Q4 2025 | Feb 10, 2026 |
| Opal Wealth Advisors, LLC | History | New | 8,900 | 392 | 0.1% | — | 97 | +8,900 | New | Q4 2025 | Jan 26, 2026 |
| SFE Investment Counsel | History | Reduced | 8,748 | 385 | 0.06% | 0.07% | 98 | -891 | -9.24% | Q4 2025 | Feb 05, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 8,446 | 372 | 0.31% | 0.31% | 99 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 8,108 | 357 | 0.22% | 0.04% | 100 | +6,854 | 546.57% | Q4 2025 | Jan 26, 2026 |
| Retireful, LLC | History | New | 7,919 | 349 | 0.44% | — | 101 | +7,919 | New | Q4 2025 | Jan 15, 2026 |
| CVA Family Office, LLC | History | No change | 7,895 | 347 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,425 | 327 | 0.02% | 0.02% | 104 | -19 | -0.26% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 7,442 | 327 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SNS Financial Group, LLC | History | No change | 7,290 | 321 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 7,028 | 309 | 0.1% | — | 106 | +7,028 | New | Q4 2025 | Feb 06, 2026 |
| Team Financial Group, LLC | History | Added to | 6,994 | 308 | 0.14% | 0.14% | 107 | +76 | 1.1% | Q4 2025 | Jan 13, 2026 |
| FORM Wealth Advisors, LLC | History | New | 6,741 | 296 | 0.03% | — | 108 | +6,741 | New | Q4 2025 | Jan 28, 2026 |
| United Advisor Group, LLC | History | Added to | 6,673 | 293 | 0.04% | 0.04% | 109 | +19 | 0.29% | Q4 2025 | Jan 26, 2026 |
| SWMG, LLC | History | Added to | 6,526 | 287 | 0.08% | 0.08% | 110 | +516 | 8.59% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,354 | 279 | 0.0% | 0.01% | 111 | -164,507 | -96.28% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,211 | 273 | 0.01% | 0.03% | 112 | -6,108 | -49.58% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,058 | 266 | 0.02% | 0.02% | 113 | -42 | -0.69% | Q4 2025 | Feb 06, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 5,832 | 256 | 0.14% | 0.14% | 114 | +58 | 1.0% | Q4 2025 | Jan 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 5,617 | 247 | 0.03% | 0.06% | 115 | -7,820 | -58.2% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,441 | 239 | 0.01% | 0.01% | 116 | -418 | -7.13% | Q4 2025 | Feb 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 5,390 | 238 | 0.12% | 0.12% | 117 | +384 | 7.67% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,364 | 236 | 0.01% | 0.01% | 118 | +29 | 0.54% | Q4 2025 | Jan 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,324 | 235 | 0.01% | 0.01% | 119 | +364 | 7.34% | Q4 2025 | Feb 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 5,348 | 235 | 0.08% | 0.09% | 120 | +63 | 1.19% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,291 | 233 | 0.0% | 0.0% | 121 | -24,992 | -82.53% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,209 | 229 | 0.01% | 0.01% | 122 | -975 | -15.77% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 4,994 | 220 | 0.01% | 0.01% | 123 | -169 | -3.27% | Q4 2025 | Jan 29, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,897 | 215 | 0.02% | 0.03% | 124 | -237 | -4.62% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,812 | 212 | 0.0% | 0.0% | 125 | -654 | -11.96% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | New | 4,707 | 207 | 0.0% | — | 126 | +4,707 | New | Q4 2025 | Feb 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,707 | 207 | 0.03% | 0.04% | 127 | -1,367 | -22.51% | Q4 2025 | Jan 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 4,634 | 204 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vantage Point Financial LLC | History | No change | 4,593 | 202 | 0.07% | 0.08% | 129 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,858 | 169 | 0.14% | 0.23% | 130 | -1,223 | -24.07% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,719 | 164 | 0.0% | 0.0% | 131 | -40 | -1.06% | Q4 2025 | Jan 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,627 | 159 | 0.09% | 0.1% | 132 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 3,578 | 157 | 0.0% | 0.0% | 133 | +244 | 7.32% | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | Added to | 3,262 | 143 | 0.05% | 0.05% | 134 | +201 | 6.57% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,944 | 129 | 0.0% | — | 135 | +2,944 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,362 | 104 | 0.0% | 0.0% | 136 | +356 | 17.75% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,254 | 99 | 0.0% | — | 137 | +2,254 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,057 | 90 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | No change | 1,847 | 81 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 1,683 | 74 | 0.04% | 0.04% | 140 | +32 | 1.94% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,122 | 49 | 0.02% | 0.02% | 141 | +1 | 0.09% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,061 | 46 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| SHP Wealth Management | History | New | 695 | 30 | 0.0% | — | 143 | +695 | New | Q4 2025 | Mar 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 528 | 23 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 500 | 22 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 466 | 20 | 0.01% | 0.01% | 146 | +2 | 0.43% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 431 | 18 | 0.0% | — | 147 | +431 | New | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 405 | 17 | 0.01% | 0.03% | 148 | -5,855 | -93.53% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 351 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 332 | 14 | 0.0% | — | 151 | +332 | New | Q4 2025 | Feb 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 319 | 14 | 0.0% | — | 150 | +319 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 284 | 13 | 0.0% | 0.0% | 152 | +3 | 1.07% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | No change | 300 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 231 | 10 | 0.0% | 0.0% | 154 | -31 | -11.83% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 214 | 9 | 0.0% | 0.0% | 155 | +2 | 0.94% | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | No change | 200 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 201 | 8 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 169 | 7 | 0.0% | — | 159 | +169 | New | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 162 | 7 | 0.0% | 0.0% | 158 | +2 | 1.25% | Q4 2025 | Feb 10, 2026 |
| Costello Asset Management, INC | History | Added to | 136 | 5 | 0.0% | 0.0% | 160 | +1 | 0.74% | Q4 2025 | Feb 03, 2026 |
| NBT BANK N A /NY | History | New | 44 | 4 | 0.0% | — | 162 | +44 | New | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 96 | 4 | 0.0% | 0.0% | 161 | -10 | -9.43% | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 45 | 1 | 0.0% | — | 164 | +45 | New | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Strategic Advocates LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,875 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,468 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,230 | -100.0% | Q3 2025 | Oct 24, 2025 |
| SMI Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,041 | -100.0% | Q3 2025 | Oct 06, 2025 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,935 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,103 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Schwallier Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,755 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,513 | -100.0% | Q3 2025 | Oct 31, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,114 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -793 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -163 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |