WisdomTree Trust - DDWM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | History | Added to | 3,541,209 | 154,184 | 4.81% | 4.29% | 1 | +258,135 | 7.86% | Q4 2025 | Jan 05, 2026 |
| LPL Financial LLC | History | Added to | 2,401,402 | 104,557 | 0.03% | 0.03% | 2 | +281,331 | 13.27% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,041,359 | 88,880 | 0.01% | 0.0% | 3 | +133,779 | 7.01% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,259,777 | 54,850 | 1.89% | 1.85% | 4 | +38,417 | 3.15% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,243,665 | 54,149 | 0.02% | 0.01% | 5 | +648,159 | 108.84% | Q4 2025 | Feb 18, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,162,052 | 51,478 | 2.07% | 2.01% | 6 | +50,044 | 4.5% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,157,125 | 50,381 | 0.87% | 0.98% | 7 | +45,898 | 4.13% | Q4 2025 | Feb 19, 2026 |
| SK Wealth Management, LLC | History | Added to | 990,476 | 44,927 | 12.53% | 2.57% | 8 | +825,414 | 500.06% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 882,583 | 38,427 | 0.0% | 0.0% | 9 | +278,199 | 46.03% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 709,217 | 30,879 | 0.03% | 0.02% | 10 | +399,732 | 129.16% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 659,594 | 28,718 | 0.01% | 0.01% | 11 | -41,267 | -5.89% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 641,506 | 27,931 | 0.15% | 0.12% | 12 | +124,049 | 23.97% | Q4 2025 | Feb 12, 2026 |
| Stratos Investment Management, LLC | History | Added to | 593,277 | 25,831 | 1.04% | 0.99% | 13 | +16,773 | 2.91% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 586,304 | 25,527 | 0.06% | 0.07% | 14 | -1,335 | -0.23% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 442,906 | 19,282 | 0.06% | 0.06% | 15 | +310 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Reduced | 390,357 | 16,996 | 0.19% | 0.19% | 16 | -13,199 | -3.27% | Q4 2025 | Feb 05, 2026 |
| Tidemark, LLC | History | Added to | 387,053 | 16,852 | 4.79% | 4.47% | 17 | +20,390 | 5.56% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 308,642 | 13,438 | 0.0% | 0.0% | 18 | +235,086 | 319.6% | Q4 2025 | Jan 29, 2026 |
| Impact Capital Partners LLC | History | Added to | 200,163 | 8,715 | 2.58% | 2.49% | 19 | +2,156 | 1.09% | Q4 2025 | Jan 07, 2026 |
| Insight Advisors, LLC/ PA | History | New | 185,854 | 8,092 | 1.22% | — | 20 | +185,854 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 179,066 | 7,797 | 0.02% | 0.02% | 21 | +23,627 | 15.2% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,217 | 7,454 | 0.03% | 0.03% | 22 | +19,010 | 12.49% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | New | 150,745 | 6,563 | 0.01% | — | 23 | +150,745 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 147,412 | 6,418 | 0.07% | 0.03% | 24 | +110,393 | 298.21% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 139,441 | 6,071 | 0.01% | 0.01% | 25 | +1,068 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 137,145 | 5,971 | 3.54% | 3.61% | 26 | -3,396 | -2.42% | Q4 2025 | Feb 09, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 112,317 | 4,890 | 1.71% | 1.81% | 27 | +2,522 | 2.3% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 106,296 | 4,628 | 0.02% | 0.01% | 28 | +77,058 | 263.55% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 99,945 | 4,351 | 0.52% | 0.52% | 29 | +278 | 0.28% | Q4 2025 | Jan 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 98,335 | 4,281 | 2.66% | 2.6% | 30 | -1,905 | -1.9% | Q4 2025 | Jan 12, 2026 |
| Premier Private Wealth Management LLC | History | New | 88,698 | 4,049 | 4.2% | — | 31 | +88,698 | New | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 80,249 | 3,494 | 0.21% | 0.17% | 32 | +10,113 | 14.42% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 75,148 | 3,271 | 0.02% | 0.02% | 33 | +2,590 | 3.57% | Q4 2025 | Jan 29, 2026 |
| Vericrest Private Wealth | History | New | 73,375 | 3,194 | 2.84% | — | 34 | +73,375 | New | Q4 2025 | Mar 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 73,154 | 3,185 | 0.24% | 0.05% | 35 | +56,316 | 334.46% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 65,815 | 2,873 | 0.11% | 0.0% | 36 | +65,754 | 107793.44% | Q4 2025 | Feb 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 64,236 | 2,796 | 0.28% | 0.27% | 37 | -169 | -0.26% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | Reduced | 62,686 | 2,729 | 0.12% | 0.23% | 38 | -99,455 | -61.34% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 60,998 | 2,655 | 0.0% | 0.0% | 39 | -69 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 56,413 | 2,456 | 0.05% | 0.06% | 40 | +506 | 0.91% | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 55,576 | 2,419 | 1.05% | 1.56% | 41 | -21,367 | -27.77% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 48,983 | 2,132 | 0.05% | 0.05% | 42 | +369 | 0.76% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,744 | 2,078 | 0.0% | 0.0% | 43 | +4,074 | 9.33% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 46,559 | 2,027 | 0.0% | 0.0% | 44 | +466 | 1.01% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 46,177 | 2,010 | 0.19% | 0.16% | 45 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 37,292 | 1,623 | 0.07% | 0.02% | 46 | +28,483 | 323.34% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 35,892 | 1,562 | 0.03% | 0.03% | 47 | +1,623 | 4.74% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 33,989 | 1,479 | 0.22% | — | 48 | +33,989 | New | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Reduced | 32,416 | 1,411 | 0.02% | 0.03% | 49 | -120 | -0.37% | Q4 2025 | Mar 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 30,266 | 1,317 | 0.37% | 0.27% | 50 | +1,627 | 5.68% | Q4 2025 | Jan 12, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 29,126 | 1,310 | 0.51% | 0.55% | 51 | -4,242 | -12.71% | Q4 2025 | Feb 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 27,312 | 1,189 | 0.41% | 0.42% | 52 | +250 | 0.92% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Reduced | 26,871 | 1,169 | 0.01% | 0.01% | 53 | -5,641 | -17.35% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | New | 25,402 | 1,105 | 0.02% | — | 54 | +25,402 | New | Q4 2025 | Feb 03, 2026 |
| AIFG Consultants Ltd. | History | New | 24,907 | 1,084 | 1.86% | — | 55 | +24,907 | New | Q4 2025 | Feb 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 24,215 | 1,054 | 0.0% | 0.0% | 56 | +1,196 | 5.2% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,547 | 981 | 0.02% | 0.02% | 57 | +3,817 | 20.38% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,531 | 980 | 0.02% | 0.02% | 58 | +1,827 | 8.82% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,875 | 908 | 0.0% | 0.0% | 59 | -279,125 | -93.04% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,632 | 898 | 0.07% | 0.06% | 60 | +5,583 | 37.1% | Q4 2025 | Jan 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 20,616 | 897 | 0.04% | 0.04% | 61 | +1,034 | 5.28% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,233 | 880 | 0.0% | 0.0% | 62 | +857 | 4.42% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | New | 18,358 | 799 | 0.02% | — | 63 | +18,358 | New | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 17,071 | 743 | 0.08% | 0.07% | 64 | +1,648 | 10.69% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 16,372 | 712 | 0.02% | 0.02% | 65 | -1,581 | -8.81% | Q4 2025 | Jan 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 16,238 | 707 | 0.28% | 2.48% | 66 | -192,125 | -92.21% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,192 | 705 | 0.0% | 0.0% | 67 | -317 | -1.92% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,364 | 668 | 0.0% | 0.0% | 68 | +3,283 | 27.17% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 14,478 | 630 | 0.52% | 0.62% | 69 | -53 | -0.36% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 13,658 | 594 | 0.0% | 0.0% | 70 | +1,612 | 13.38% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 13,367 | 581 | 0.4% | 0.4% | 71 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,222 | 575 | 0.01% | 0.01% | 72 | -106 | -0.8% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,944 | 563 | 0.01% | 0.01% | 73 | +596 | 4.83% | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,634 | 550 | 0.01% | 0.01% | 74 | +53 | 0.42% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,557 | 547 | 0.0% | 0.0% | 75 | -510 | -3.9% | Q4 2025 | Jan 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,366 | 538 | 0.0% | 0.0% | 76 | -5,523 | -30.87% | Q4 2025 | Jan 29, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 12,166 | 529 | 0.55% | 0.27% | 77 | +4,620 | 61.22% | Q4 2025 | Jan 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 11,785 | 513 | 0.01% | 0.01% | 78 | +4,410 | 59.8% | Q4 2025 | Jan 16, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 10,916 | 475 | 0.18% | 0.23% | 79 | -3,119 | -22.22% | Q4 2025 | Jan 21, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 10,709 | 466 | 0.09% | 0.1% | 80 | -237 | -2.17% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 10,559 | 459 | 0.03% | 0.03% | 81 | +552 | 5.52% | Q4 2025 | Feb 04, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 10,302 | 448 | 0.01% | 0.03% | 82 | +36 | 0.35% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,142 | 441 | 0.01% | 0.01% | 83 | +3,435 | 51.22% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 10,062 | 438 | 0.03% | 0.03% | 84 | +20 | 0.2% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 9,832 | 428 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BEACON FINANCIAL GROUP | History | New | 9,689 | 421 | 0.04% | — | 86 | +9,689 | New | Q4 2025 | Apr 01, 2026 |
| American Money Management, LLC | History | Reduced | 9,380 | 408 | 0.06% | 0.07% | 87 | -147 | -1.54% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,852 | 385 | 0.0% | 0.0% | 88 | -478 | -5.12% | Q4 2025 | Jan 26, 2026 |
| Seek First Inc. | History | Added to | 8,261 | 359 | 0.25% | 0.25% | 89 | +36 | 0.44% | Q4 2025 | Jan 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,244 | 358 | 0.0% | 0.0% | 90 | +72 | 0.88% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 8,110 | 353 | 0.0% | — | 91 | +8,110 | New | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | New | 7,617 | 331 | 0.0% | — | 92 | +7,617 | New | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 7,588 | 330 | 0.13% | 0.13% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthPoint Financial, LLC | History | New | 7,175 | 312 | 0.27% | — | 94 | +7,175 | New | Q4 2025 | Feb 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 6,944 | 302 | 0.01% | 0.01% | 95 | +30 | 0.43% | Q4 2025 | Jan 23, 2026 |
| Riverbend Wealth Management, LLC | History | New | 6,837 | 297 | 0.18% | — | 96 | +6,837 | New | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,643 | 289 | 0.03% | — | 97 | +6,643 | New | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | New | 6,629 | 288 | 0.08% | — | 98 | +6,629 | New | Q4 2025 | Feb 06, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,598 | 287 | 0.61% | 0.59% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,558 | 285 | 0.0% | 0.0% | 100 | +250 | 3.96% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,338 | 276 | 0.0% | — | 101 | +6,338 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,112 | 266 | 0.0% | 0.0% | 102 | +2,140 | 53.88% | Q4 2025 | Feb 11, 2026 |
| SkyView Investment Advisors, LLC | History | New | 5,807 | 253 | 0.03% | — | 103 | +5,807 | New | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,124 | 223 | 0.0% | — | 104 | +5,124 | New | Q4 2025 | Feb 18, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 4,915 | 213 | 0.12% | — | 105 | +4,915 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | New | 4,731 | 205 | 0.0% | — | 106 | +4,731 | New | Q4 2025 | Jan 26, 2026 |
| Rooted Wealth Advisors, Inc. | History | New | 4,429 | 203 | 0.06% | — | 107 | +4,429 | New | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,079 | 177 | 0.01% | 0.01% | 108 | +58 | 1.44% | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | Added to | 4,006 | 174 | 0.0% | 0.0% | 109 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,175 | 138 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 2,476 | 108 | 0.0% | 0.0% | 111 | -3,075 | -55.4% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,821 | 79 | 0.0% | 0.0% | 112 | -246 | -11.9% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | No change | 1,717 | 74 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 1,573 | 68 | 0.0% | 0.0% | 114 | +453 | 40.45% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 1,531 | 66 | 0.0% | 0.0% | 115 | -275 | -15.23% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,420 | 61 | 0.0% | — | 116 | +1,420 | New | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,354 | 58 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Caldwell Trust Co | History | New | 1,304 | 56 | 0.0% | — | 118 | +1,304 | New | Q4 2025 | Jan 30, 2026 |
| NVWM, LLC | History | Added to | 1,010 | 43 | 0.01% | — | 120 | +1,000 | 10000.0% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,007 | 43 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 915 | 39 | 0.01% | 0.02% | 121 | +1 | 0.11% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 650 | 28 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 602 | 26 | 0.0% | 0.0% | 123 | +1 | 0.17% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 378 | 16 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 263 | 11 | 0.01% | 0.01% | 125 | +11 | 4.37% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | No change | 222 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | New | 44 | 5 | 0.0% | — | 127 | +44 | New | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | No change | 114 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 34 | 1 | 0.0% | — | 131 | +34 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 33 | 1 | 0.0% | — | 130 | +32 | 3200.0% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,570 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,272 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -892 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q3 2025 | Oct 20, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |