WisdomTree Trust - AIVL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Noble Family Wealth, LLC | History | Reduced | 87,291 | 11,446 | 2.05% | 2.1% | 1 | -784 | -0.89% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | Reduced | 80,689 | 10,581 | 0.0% | 0.0% | 2 | -69 | -0.09% | Q2 2026 | Aug 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 90,139 | 10,429 | 0.62% | 0.62% | 3 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 51,487 | 6,751 | 0.0% | 0.0% | 4 | +734 | 1.45% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,977 | 4,062 | 0.0% | 0.01% | 5 | +118 | 0.38% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 28,612 | 3,753 | 0.0% | 0.0% | 6 | +3,810 | 15.36% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 24,856 | 3,233 | 0.27% | 0.27% | 7 | -427 | -1.69% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 23,362 | 3,063 | 0.61% | 0.62% | 8 | -131 | -0.56% | Q2 2026 | Jul 22, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 20,865 | 2,736 | 0.54% | 0.56% | 9 | -220 | -1.04% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,843 | 2,733 | 0.0% | 0.0% | 10 | -7,066 | -25.32% | Q2 2026 | Jul 29, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 20,811 | 2,729 | 0.36% | 0.37% | 11 | -144 | -0.69% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 17,924 | 2,350 | 0.0% | 0.0% | 12 | -660 | -3.55% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 16,149 | 2,117 | 0.01% | 0.01% | 13 | -122 | -0.75% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | New | 14,970 | 1,963 | 0.09% | — | 14 | +14,970 | New | Q2 2026 | Aug 11, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 13,875 | 1,819 | 0.22% | 0.2% | 15 | +242 | 1.78% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | Reduced | 13,281 | 1,741 | 0.23% | 0.23% | 16 | -56 | -0.42% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,875 | 1,688 | 0.0% | 0.0% | 17 | -6,461 | -33.41% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,714 | 1,667 | 0.0% | 0.0% | 18 | -531 | -4.01% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 12,118 | 1,589 | 0.02% | — | 19 | +12,118 | New | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,533 | 1,512 | 0.02% | 0.02% | 20 | -60 | -0.52% | Q2 2026 | Jul 22, 2026 |
| Curi Capital, LLC | History | Reduced | 11,041 | 1,447 | 0.02% | 0.02% | 21 | -592 | -5.09% | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 10,400 | 1,363 | 0.16% | 0.19% | 22 | -1,500 | -12.61% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,264 | 1,346 | 0.02% | 0.02% | 23 | -312 | -2.95% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | Added to | 9,298 | 1,219 | 0.0% | 0.0% | 24 | +5,097 | 121.33% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,231 | 1,210 | 0.0% | 0.0% | 25 | -1,806 | -16.36% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,415 | 1,103 | 0.0% | 0.0% | 26 | -928 | -9.93% | Q2 2026 | Sep 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,256 | 1,082 | 0.0% | 0.0% | 27 | -319 | -3.72% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 7,747 | 1,015 | 0.0% | 0.0% | 28 | +21 | 0.27% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,519 | 986 | 0.0% | 0.0% | 29 | -9 | -0.12% | Q2 2026 | Aug 05, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 7,316 | 959 | 0.57% | 0.6% | 30 | -307 | -4.03% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,245 | 950 | 0.0% | 0.0% | 31 | +4,845 | 201.87% | Q2 2026 | Aug 14, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 7,031 | 921 | 0.15% | 0.15% | 32 | -175 | -2.43% | Q2 2026 | Jul 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,713 | 880 | 0.08% | 0.08% | 33 | -15 | -0.22% | Q2 2026 | Jul 28, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 6,387 | 837 | 0.11% | 0.11% | 34 | -12 | -0.19% | Q2 2026 | Aug 10, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Reduced | 6,190 | 811 | 0.42% | 0.43% | 35 | -159 | -2.5% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,877 | 770 | 0.0% | 0.0% | 36 | -1,522 | -20.57% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,722 | 750 | 0.0% | 0.0% | 37 | +277 | 5.09% | Q2 2026 | Aug 19, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,697 | 747 | 0.0% | 0.0% | 38 | -201 | -3.41% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,671 | 743 | 0.0% | 0.0% | 39 | -197 | -3.36% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,653 | 741 | 0.0% | 0.0% | 40 | -77 | -1.34% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,540 | 726 | 0.01% | 0.01% | 41 | +2 | 0.04% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | New | 5,324 | 698 | 0.0% | — | 42 | +5,324 | New | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Reduced | 4,852 | 636 | 0.0% | 0.0% | 43 | -197 | -3.9% | Q2 2026 | Aug 12, 2026 |
| Decker Wealth Management LLC | History | Reduced | 4,766 | 624 | 0.13% | 0.13% | 44 | -115 | -2.36% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,459 | 584 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 4,268 | 560 | 0.02% | 0.01% | 46 | +1,312 | 44.38% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,228 | 554 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 4,013 | 545 | 0.03% | 0.03% | 48 | +32 | 0.8% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,000 | 524 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,951 | 518 | 0.0% | 0.0% | 50 | -876 | -18.15% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,882 | 509 | 0.0% | 0.0% | 51 | +1 | 0.03% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,823 | 501 | 0.05% | 0.05% | 52 | +12 | 0.31% | Q2 2026 | Aug 11, 2026 |
| Nadler Financial Group, Inc. | History | No change | 3,730 | 489 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Performance Wealth Partners, LLC | History | No change | 3,727 | 488 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,566 | 467 | 0.01% | 0.02% | 55 | -3,566 | -50.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 3,507 | 459 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RS CRUM INC. | History | No change | 3,415 | 447 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,347 | 438 | 0.0% | 0.0% | 58 | -1,303 | -28.02% | Q2 2026 | Jul 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,325 | 436 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MLP3, LLC | History | No change | 3,762 | 435 | 0.48% | 0.48% | 60 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aspen Grove Capital, LLC | History | No change | 3,000 | 393 | 0.06% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 2,909 | 381 | 0.14% | 0.14% | 62 | -28 | -0.95% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 2,903 | 380 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,875 | 377 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 2,874 | 376 | 0.01% | 0.01% | 65 | +227 | 8.58% | Q2 2026 | Jul 15, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 2,840 | 372 | 0.02% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,688 | 352 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,651 | 347 | 0.0% | 0.0% | 68 | +177 | 7.15% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,496 | 327 | 0.0% | 0.0% | 69 | +3 | 0.12% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 2,380 | 312 | 0.03% | 0.03% | 70 | -324 | -11.98% | Q2 2026 | Jul 20, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 2,374 | 311 | 0.06% | 0.07% | 71 | +9 | 0.38% | Q2 2026 | Aug 10, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,268 | 297 | 0.16% | 0.17% | 72 | +9 | 0.4% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | Added to | 2,256 | 295 | 0.0% | 0.0% | 73 | +527 | 30.48% | Q2 2026 | Aug 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 2,180 | 285 | 0.0% | 0.0% | 74 | -35 | -1.58% | Q2 2026 | Aug 10, 2026 |
| SouthState Bank Corp | History | No change | 2,124 | 278 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,103 | 275 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequent Planning LLC | History | Added to | 2,077 | 272 | 0.06% | 0.05% | 77 | +291 | 16.29% | Q2 2026 | Aug 14, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 2,000 | 262 | 0.12% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 1,987 | 260 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CWM, LLC | History | No change | 2,163 | 250 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,841 | 241 | 0.0% | 0.0% | 81 | +3 | 0.16% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | Added to | 1,839 | 241 | 0.04% | 0.04% | 82 | +1 | 0.05% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,057 | 238 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUST CO OF VERMONT | History | New | 1,800 | 236 | 0.01% | — | 84 | +1,800 | New | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 1,763 | 231 | 0.0% | — | 85 | +1,763 | New | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,736 | 227 | 0.01% | 0.01% | 86 | +54 | 3.21% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,734 | 227 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avant Capital LLC | History | New | 1,723 | 225 | 0.14% | — | 88 | +1,723 | New | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,671 | 219 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mengis Capital Management, Inc. | History | New | 1,670 | 218 | 0.03% | — | 90 | +1,670 | New | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,404 | 183 | 0.0% | 0.0% | 91 | +263 | 23.05% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 1,273 | 166 | 0.08% | 0.07% | 92 | +2 | 0.16% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,172 | 153 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,111 | 145 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,103 | 144 | 0.0% | — | 95 | +1,103 | New | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 1,033 | 135 | 0.0% | 0.0% | 96 | +209 | 25.36% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 1,000 | 131 | 0.04% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 973 | 127 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 816 | 107 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 784 | 102 | 0.0% | 0.0% | 100 | +501 | 177.03% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 740 | 97 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 643 | 84 | 0.04% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Independence Bank of Kentucky | History | No change | 625 | 81 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 597 | 78 | 0.0% | — | 104 | +597 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 580 | 76 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 516 | 67 | 0.0% | 0.0% | 106 | +414 | 405.88% | Q2 2026 | Aug 12, 2026 |
| Bravera Wealth | History | No change | 488 | 63 | 0.02% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 456 | 59 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 408 | 53 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 398 | 52 | 0.03% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 376 | 49 | 0.0% | 0.0% | 111 | +1 | 0.27% | Q2 2026 | Aug 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 375 | 49 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 356 | 46 | 0.0% | 0.0% | 113 | +2 | 0.56% | Q2 2026 | Sep 15, 2026 |
| Glassman Wealth Services | History | No change | 357 | 46 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 310 | 40 | 0.0% | 0.0% | 115 | -10 | -3.13% | Q2 2026 | Jul 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 308 | 40 | 0.01% | 0.01% | 116 | +2 | 0.65% | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 286 | 37 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 309 | 35 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 264 | 34 | 0.0% | 0.0% | 119 | +200 | 312.5% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 253 | 33 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quaker Wealth Management, LLC | History | No change | 226 | 29 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | New | 200 | 26 | 0.0% | — | 122 | +200 | New | Q2 2026 | Jul 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 169 | 22 | 0.0% | 0.0% | 123 | -489 | -74.32% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 171 | 22 | 0.0% | 0.0% | 124 | -327 | -65.66% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 171 | 22 | 0.0% | — | 125 | +171 | New | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 152 | 19 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 134 | 17 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 117 | 15 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | History | New | 72 | 9 | 0.0% | — | 129 | +72 | New | Q2 2026 | Jul 30, 2026 |
| Hartford Financial Management Inc. | History | New | 54 | 7 | 0.0% | — | 130 | +54 | New | Q2 2026 | Jul 23, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 162 | 6 | 0.01% | — | 133 | +162 | New | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MTM Investment Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,120 | -100.0% | Q2 2026 | Aug 07, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Closed out | 0 | 0 | — | 0.29% | — | -4,085 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q2 2026 | Jul 29, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Aug 12, 2026 |