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 | No change | 4,044,512 | 175,855 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,475,433 | 64,151 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,334,752 | 58,035 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Savant Capital, LLC | History | No change | 1,138,628 | 49,489 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 674,986 | 29,348 | 5.33% | 5.33% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 629,921 | 27,388 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 571,723 | 24,858 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 537,009 | 22,114 | 1.07% | 1.05% | 8 | +49,329 | 10.12% | Q3 2026 | Oct 15, 2026 |
| MORGAN STANLEY | History | No change | 416,811 | 18,122 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 374,726 | 16,293 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 329,835 | 14,341 | 0.52% | 0.52% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 311,268 | 12,818 | 0.14% | 0.13% | 12 | +43,173 | 16.1% | Q3 2026 | Oct 30, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 292,295 | 11,804 | 2.39% | 2.42% | 13 | +9,546 | 3.38% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 251,297 | 10,977 | 0.36% | 0.36% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 246,679 | 10,725 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 224,614 | 9,765 | 0.99% | 0.99% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 207,623 | 9,027 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 208,892 | 8,602 | 0.08% | 0.09% | 18 | +8,737 | 4.37% | Q3 2026 | Oct 15, 2026 |
| Broussard Financial Group LLC | History | Added to | 201,451 | 8,295 | 6.13% | 6.26% | 19 | +21,684 | 12.06% | Q3 2026 | Oct 26, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 178,621 | 7,355 | 0.66% | 0.06% | 20 | +162,837 | 1031.66% | Q3 2026 | Oct 19, 2026 |
| RFG Advisory, LLC | History | Added to | 173,711 | 7,153 | 0.1% | 0.1% | 21 | +19,504 | 12.65% | Q3 2026 | Nov 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 158,989 | 6,912 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 142,257 | 6,185 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 141,479 | 6,151 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 136,717 | 5,944 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 123,312 | 5,361 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 128,149 | 5,277 | 2.09% | 1.78% | 27 | +24,151 | 23.22% | Q3 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 118,986 | 5,173 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxinas Partners, LLC | History | No change | 112,861 | 4,907 | 1.93% | 1.93% | 29 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 107,327 | 4,688 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 105,026 | 4,324 | 0.29% | 0.33% | 31 | -8,512 | -7.5% | Q3 2026 | Oct 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 82,217 | 3,574 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 85,361 | 3,515 | 1.94% | 0.76% | 33 | +54,344 | 175.21% | Q3 2026 | Nov 03, 2026 |
| Trilogy Capital Inc. | History | Added to | 85,056 | 3,502 | 0.13% | 0.07% | 34 | +41,824 | 96.74% | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 80,302 | 3,491 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 83,294 | 3,430 | 0.01% | 0.01% | 36 | +16,551 | 24.8% | Q3 2026 | Nov 02, 2026 |
| Freedom Investment Management, Inc. | History | No change | 74,496 | 3,239 | 0.9% | 0.9% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 73,837 | 3,210 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | Reduced | 67,572 | 2,936 | 1.0% | 0.96% | 39 | -3,819 | -5.35% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 65,630 | 2,853 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 68,920 | 2,837 | 0.17% | — | 41 | +68,920 | New | Q3 2026 | Nov 03, 2026 |
| WealthPoint Financial, LLC | History | Added to | 68,745 | 2,830 | 2.02% | 2.15% | 42 | +937 | 1.38% | Q3 2026 | Nov 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 62,597 | 2,721 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 63,627 | 2,620 | 1.21% | 1.26% | 44 | -300 | -0.47% | Q3 2026 | Oct 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 59,220 | 2,574 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 57,002 | 2,478 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 55,158 | 2,398 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 50,703 | 2,204 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 51,741 | 2,130 | 0.03% | 0.03% | 49 | +23 | 0.04% | Q3 2026 | Oct 14, 2026 |
| JT Stratford LLC | History | No change | 42,730 | 1,857 | 0.2% | 0.2% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 44,146 | 1,817 | 0.17% | 0.17% | 51 | +354 | 0.81% | Q3 2026 | Nov 02, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 42,576 | 1,753 | 0.32% | 0.26% | 52 | +11,579 | 37.36% | Q3 2026 | Oct 15, 2026 |
| Betterment LLC | History | No change | 35,708 | 1,553 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 32,554 | 1,340 | 0.04% | 0.04% | 54 | +3,691 | 12.79% | Q3 2026 | Oct 29, 2026 |
| Waverly Advisors, LLC | History | No change | 29,466 | 1,281 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 29,137 | 1,266 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 28,195 | 1,225 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 29,704 | 1,223 | 0.13% | 0.12% | 58 | +1,501 | 5.32% | Q3 2026 | Oct 22, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 27,661 | 1,202 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Asset Management, LLC | History | No change | 26,589 | 1,156 | 0.26% | 0.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25,018 | 1,091 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,673 | 1,057 | 0.01% | 0.01% | 62 | -10,007 | -28.05% | Q3 2026 | Oct 16, 2026 |
| WIN ADVISORS, INC | History | No change | 23,903 | 1,039 | 0.37% | 0.37% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| David Kennon Inc | History | No change | 24,427 | 1,005 | 0.33% | 0.35% | 64 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 22,542 | 980 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bison Wealth, LLC | History | Reduced | 23,650 | 978 | 0.08% | 0.1% | 66 | -1,856 | -7.28% | Q3 2026 | Oct 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 21,061 | 915 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 20,628 | 896 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,726 | 895 | 0.01% | 0.01% | 69 | +3,192 | 17.22% | Q3 2026 | Oct 26, 2026 |
| Goldstone Financial Group, LLC | History | No change | 19,900 | 865 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 19,493 | 802 | 0.01% | 0.14% | 71 | -252,312 | -92.83% | Q3 2026 | Oct 23, 2026 |
| Advisory Solutions Group, LLC | History | Added to | 19,281 | 793 | 0.17% | 0.12% | 72 | +11,280 | 140.98% | Q3 2026 | Oct 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 18,962 | 780 | 0.3% | 0.32% | 73 | -625 | -3.19% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,225 | 748 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 17,036 | 701 | 0.12% | 0.13% | 75 | -500 | -2.85% | Q3 2026 | Oct 22, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 16,456 | 677 | 0.21% | 0.23% | 76 | -96 | -0.58% | Q3 2026 | Oct 13, 2026 |
| Summit Financial, LLC | History | No change | 15,329 | 666 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,219 | 661 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 15,985 | 659 | 0.06% | 0.1% | 79 | -5,570 | -25.84% | Q3 2026 | Oct 22, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 15,521 | 647 | 0.01% | 0.01% | 80 | -2,805 | -15.31% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 15,521 | 647 | 0.01% | 0.01% | 81 | -2,805 | -15.31% | Q3 2026 | Oct 20, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 13,878 | 603 | 0.28% | 0.28% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,836 | 601 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 14,567 | 599 | 0.14% | 0.15% | 84 | +250 | 1.75% | Q3 2026 | Oct 29, 2026 |
| McNamara Financial Services, Inc. | History | No change | 13,021 | 566 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewSquare Capital LLC | History | No change | 12,945 | 562 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 12,925 | 561 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,941 | 532 | 0.01% | 0.01% | 88 | +369 | 2.94% | Q3 2026 | Oct 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 11,914 | 518 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,191 | 502 | 0.0% | 0.0% | 90 | -1,735 | -12.46% | Q3 2026 | Oct 08, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | No change | 11,536 | 501 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | No change | 11,259 | 489 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 11,872 | 488 | 0.21% | 0.25% | 93 | -720 | -5.72% | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,090 | 482 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,034 | 479 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 11,411 | 469 | 0.0% | 0.0% | 96 | -5,614 | -32.98% | Q3 2026 | Nov 02, 2026 |
| PSI Advisors, LLC | History | No change | 10,081 | 438 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 10,615 | 437 | 0.3% | 0.3% | 98 | -138 | -1.28% | Q3 2026 | Oct 21, 2026 |
| Merit Financial Group, LLC | History | No change | 9,622 | 418 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 9,578 | 416 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,861 | 406 | 0.08% | 0.1% | 101 | -1,970 | -16.65% | Q3 2026 | Oct 16, 2026 |
| Sun Financial Inc | History | No change | 9,398 | 401 | 0.19% | 0.19% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,402 | 365 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 7,895 | 343 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 7,637 | 314 | 0.01% | 0.01% | 105 | -7,090 | -48.14% | Q3 2026 | Nov 02, 2026 |
| WBH ADVISORY INC | History | New | 7,443 | 306 | 0.02% | — | 106 | +7,443 | New | Q3 2026 | Nov 04, 2026 |
| Worth Asset Management, LLC | History | Reduced | 7,333 | 301 | 0.09% | 0.17% | 107 | -4,898 | -40.05% | Q3 2026 | Oct 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,089 | 291 | 0.01% | 0.01% | 108 | +583 | 8.96% | Q3 2026 | Nov 04, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 6,977 | 287 | 0.03% | 0.03% | 109 | +87 | 1.26% | Q3 2026 | Oct 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,841 | 281 | 0.01% | 0.01% | 110 | -90 | -1.3% | Q3 2026 | Oct 23, 2026 |
| United Advisor Group, LLC | History | Added to | 6,806 | 280 | 0.03% | 0.03% | 111 | +49 | 0.73% | Q3 2026 | Nov 02, 2026 |
| Gambit Capital Management, LLC | History | No change | 6,295 | 273 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,173 | 268 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 6,095 | 265 | 0.07% | 0.06% | 114 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,365 | 262 | 0.01% | 0.01% | 115 | +27 | 0.43% | Q3 2026 | Oct 08, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 6,265 | 257 | 0.12% | 0.12% | 116 | +92 | 1.49% | Q3 2026 | Oct 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,814 | 253 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HF Advisory Group, LLC | History | Added to | 6,091 | 250 | 0.07% | 0.08% | 118 | +247 | 4.23% | Q3 2026 | Oct 09, 2026 |
| Town Capital LLC | History | No change | 6,007 | 247 | 0.16% | 0.17% | 119 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,863 | 242 | 0.0% | — | 120 | +5,863 | New | Q3 2026 | Oct 13, 2026 |
| Western Wealth Management, LLC | History | No change | 5,562 | 241 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,837 | 240 | 0.0% | 0.0% | 122 | +621 | 11.91% | Q3 2026 | Nov 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,475 | 225 | 0.01% | 0.01% | 123 | -1,212 | -18.12% | Q3 2026 | Oct 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 5,455 | 224 | 0.04% | 0.04% | 124 | -13 | -0.24% | Q3 2026 | Nov 02, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 5,022 | 206 | 0.01% | 0.01% | 125 | -54 | -1.06% | Q3 2026 | Oct 26, 2026 |
| Redwood Investment Management, LLC | History | No change | 4,715 | 205 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | Reduced | 4,907 | 202 | 0.08% | 0.13% | 127 | -2,144 | -30.41% | Q3 2026 | Oct 30, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,627 | 157 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,536 | 145 | 0.08% | 0.1% | 129 | -265 | -6.97% | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,304 | 144 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,944 | 128 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 2,461 | 101 | 0.04% | 0.05% | 132 | -162 | -6.18% | Q3 2026 | Nov 04, 2026 |
| Breakwater Investment Management | History | Reduced | 2,308 | 95 | 0.03% | 0.04% | 133 | -367 | -13.72% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,232 | 91 | 0.0% | 0.0% | 134 | -123 | -5.22% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,057 | 84 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,887 | 82 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | Added to | 1,917 | 79 | 0.05% | 0.05% | 137 | +31 | 1.64% | Q3 2026 | Oct 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,721 | 74 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,400 | 60 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,141 | 49 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,025 | 42 | 0.03% | 0.02% | 141 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 900 | 39 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 844 | 36 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 692 | 30 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 573 | 23 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 528 | 22 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 491 | 20 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | No change | 447 | 19 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 436 | 18 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 332 | 14 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | No change | 300 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 222 | 9 | 0.0% | 0.0% | 153 | +3 | 1.37% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 197 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 182 | 7 | 0.0% | 0.0% | 155 | -27 | -12.92% | Q3 2026 | Oct 20, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 173 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 163 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NBT BANK, N.A. | History | Added to | 127 | 5 | 0.0% | 0.0% | 158 | +27 | 27.0% | Q3 2026 | Oct 21, 2026 |
| Costello Asset Management, INC | History | Added to | 141 | 5 | 0.0% | 0.0% | 159 | +2 | 1.44% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | New | 109 | 4 | 0.0% | — | 160 | +109 | New | Q3 2026 | Oct 21, 2026 |
| Planning Strategies Inc. | History | No change | 88 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 47 | 1 | 0.0% | 0.0% | 162 | +1 | 2.17% | Q3 2026 | Nov 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -779,212 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -48,109 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,628 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.2% | — | -7,973 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -6,191 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Meridian Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,693 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,889 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,726 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -4,634 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ADVISERS INC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |