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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | History | No change | 90,518 | 11,869 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 87,229 | 11,160 | 2.01% | 2.05% | 2 | -62 | -0.07% | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 80,689 | 10,581 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 79,681 | 10,194 | 0.0% | 0.0% | 4 | +28,194 | 54.76% | Q3 2026 | Nov 06, 2026 |
| WJ Wealth Management, LLC | History | New | 42,056 | 5,380 | 2.19% | — | 5 | +42,056 | New | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,977 | 4,062 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 28,612 | 3,753 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 24,743 | 3,165 | 0.26% | 0.27% | 8 | -113 | -0.45% | Q3 2026 | Oct 29, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 23,194 | 2,967 | 0.59% | 0.61% | 9 | -168 | -0.72% | Q3 2026 | Oct 16, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 20,885 | 2,672 | 0.52% | 0.54% | 10 | +20 | 0.1% | Q3 2026 | Oct 16, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 20,657 | 2,643 | 0.34% | 0.36% | 11 | -154 | -0.74% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,924 | 2,350 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 16,149 | 2,117 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 14,970 | 1,915 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 13,875 | 1,819 | 0.22% | 0.22% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | Reduced | 13,211 | 1,690 | 0.23% | 0.23% | 16 | -70 | -0.53% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,875 | 1,688 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,714 | 1,667 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,118 | 1,589 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,397 | 1,586 | 0.0% | 0.0% | 20 | -8,446 | -40.52% | Q3 2026 | Nov 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,348 | 1,451 | 0.02% | 0.02% | 21 | -185 | -1.6% | Q3 2026 | Oct 23, 2026 |
| Curi Capital, LLC | History | No change | 11,041 | 1,447 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 10,400 | 1,363 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 9,298 | 1,219 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,231 | 1,210 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,590 | 1,155 | 0.01% | 0.02% | 26 | -1,674 | -16.31% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,415 | 1,103 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,256 | 1,082 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,092 | 1,035 | 0.0% | 0.0% | 29 | +4,745 | 141.77% | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 7,747 | 1,015 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,519 | 986 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,245 | 950 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 7,124 | 911 | 0.56% | 0.57% | 33 | -192 | -2.62% | Q3 2026 | Oct 22, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 7,031 | 899 | 0.14% | 0.15% | 34 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 6,742 | 862 | 0.08% | 0.08% | 35 | +29 | 0.43% | Q3 2026 | Nov 06, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 6,387 | 837 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | History | New | 6,120 | 825 | 0.08% | — | 37 | +6,120 | New | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,877 | 770 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,722 | 750 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,697 | 747 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 5,671 | 743 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,772 | 738 | 0.0% | 0.0% | 42 | +119 | 2.11% | Q3 2026 | Nov 02, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Reduced | 5,639 | 721 | 0.37% | 0.42% | 43 | -551 | -8.9% | Q3 2026 | Oct 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,493 | 702 | 0.01% | 0.01% | 44 | -47 | -0.85% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 5,324 | 698 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 4,852 | 636 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,459 | 584 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,523 | 578 | 0.0% | — | 48 | +4,523 | New | Q3 2026 | Oct 16, 2026 |
| Decker Wealth Management LLC | History | Reduced | 4,516 | 577 | 0.12% | 0.13% | 49 | -250 | -5.25% | Q3 2026 | Oct 09, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 4,268 | 560 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 4,013 | 545 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,000 | 524 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,951 | 518 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 3,882 | 509 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,823 | 501 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Performance Wealth Partners, LLC | History | No change | 3,727 | 488 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MLP3, LLC | History | No change | 3,762 | 481 | 0.42% | 0.48% | 57 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Nadler Financial Group, Inc. | History | No change | 3,730 | 477 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VestGen Advisors, LLC | History | No change | 3,566 | 456 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | No change | 3,507 | 448 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RS CRUM INC. | History | No change | 3,415 | 436 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,325 | 425 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Spire Wealth Management | History | Added to | 3,093 | 395 | 0.01% | 0.01% | 63 | +219 | 7.62% | Q3 2026 | Oct 30, 2026 |
| Aspen Grove Capital, LLC | History | No change | 3,000 | 393 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGL PARTNERS, LLC | History | No change | 2,909 | 381 | 0.14% | 0.14% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 2,903 | 380 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,875 | 377 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 2,840 | 372 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 2,651 | 347 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,688 | 343 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,496 | 327 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,380 | 312 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 2,424 | 310 | 0.03% | — | 73 | +2,424 | New | Q3 2026 | Oct 28, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 2,383 | 304 | 0.06% | 0.06% | 74 | +9 | 0.38% | Q3 2026 | Oct 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,367 | 302 | 0.0% | 0.0% | 75 | +526 | 28.57% | Q3 2026 | Nov 06, 2026 |
| Corient Private Wealth LP | History | No change | 2,256 | 295 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 2,237 | 286 | 0.15% | 0.16% | 77 | -31 | -1.37% | Q3 2026 | Nov 04, 2026 |
| SouthState Bank Corp | History | No change | 2,124 | 278 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,103 | 275 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequent Planning LLC | History | No change | 2,077 | 272 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,057 | 263 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 2,000 | 262 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 1,987 | 254 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Key FInancial Inc | History | No change | 1,839 | 235 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,830 | 234 | 0.0% | 0.0% | 85 | -350 | -16.06% | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,800 | 230 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,736 | 227 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,734 | 227 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avant Capital LLC | History | No change | 1,723 | 225 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,671 | 219 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 1,655 | 211 | 0.03% | 0.03% | 91 | -15 | -0.9% | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,404 | 183 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,273 | 166 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,228 | 157 | 0.01% | 0.02% | 94 | -3,000 | -70.96% | Q3 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,172 | 153 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,103 | 144 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,111 | 142 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 1,033 | 135 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 1,000 | 127 | 0.03% | 0.04% | 99 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 973 | 124 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 816 | 107 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 784 | 102 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 740 | 97 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | New | 741 | 94 | 0.0% | — | 104 | +741 | New | Q3 2026 | Nov 05, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 643 | 82 | 0.03% | 0.04% | 105 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Independence Bank of Kentucky | History | No change | 625 | 79 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 597 | 78 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 580 | 76 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bravera Wealth | History | No change | 488 | 63 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 456 | 58 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 408 | 52 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 398 | 50 | 0.02% | 0.03% | 112 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| AE Wealth Management LLC | History | No change | 376 | 49 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 356 | 46 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Glassman Wealth Services | History | No change | 357 | 46 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFC Planning, Inc. | History | No change | 323 | 42 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 308 | 40 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 310 | 39 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 300 | 38 | 0.02% | 0.03% | 119 | -75 | -20.0% | Q3 2026 | Nov 04, 2026 |
| North Star Investment Management Corp. | History | No change | 286 | 36 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 264 | 34 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 253 | 34 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 226 | 28 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 25 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 169 | 22 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 171 | 22 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 166 | 21 | 0.01% | — | 127 | +166 | New | Q3 2026 | Nov 02, 2026 |
| Founders Financial Alliance, LLC | History | No change | 152 | 19 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 134 | 17 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 117 | 14 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Reduced | 82 | 10 | 0.0% | 0.0% | 131 | -89 | -52.05% | Q3 2026 | Oct 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 72 | 9 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MTM Investment Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 38 | 4 | 0.0% | — | 134 | +38 | New | Q3 2026 | Nov 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,763 | -100.0% | Q3 2026 | Oct 21, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -516 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -162 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Hartford Financial Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2026 | Nov 02, 2026 |