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 | 3,678,991 | 162,280 | 4.94% | 4.81% | 1 | +137,782 | 3.89% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Added to | 3,167,850 | 139,733 | 0.04% | 0.03% | 2 | +766,448 | 31.92% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,150,517 | 94,859 | 0.01% | 0.01% | 3 | +109,158 | 5.35% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,384,479 | 61,069 | 0.02% | 0.02% | 4 | +140,814 | 11.32% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,331,088 | 58,714 | 1.98% | 1.89% | 5 | +71,311 | 5.66% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,186,900 | 55,024 | 2.11% | 2.07% | 6 | +24,848 | 2.14% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,028,863 | 45,383 | 0.0% | 0.0% | 7 | +146,280 | 16.57% | Q1 2026 | May 15, 2026 |
| SK Wealth Management, LLC | History | Reduced | 931,914 | 41,703 | 11.57% | 12.53% | 8 | -58,562 | -5.91% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 738,583 | 32,578 | 0.03% | 0.03% | 9 | +29,366 | 4.14% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 700,739 | 30,909 | 0.16% | 0.15% | 10 | +59,233 | 9.23% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 698,744 | 30,821 | 0.0% | 0.0% | 11 | +390,102 | 126.39% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 690,532 | 30,459 | 0.01% | 0.01% | 12 | +30,938 | 4.69% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 593,549 | 26,181 | 1.05% | 1.04% | 13 | +272 | 0.05% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 525,779 | 23,192 | 0.06% | 0.06% | 14 | -60,525 | -10.32% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 483,311 | 21,318 | 0.03% | 0.01% | 15 | +343,870 | 246.61% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 457,898 | 20,197 | 0.06% | 0.06% | 16 | +14,992 | 3.38% | Q1 2026 | May 13, 2026 |
| Horizon Wealth Management, LLC | History | New | 445,469 | 19,649 | 2.88% | — | 17 | +445,469 | New | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 364,294 | 16,068 | 0.18% | 0.19% | 18 | -26,063 | -6.68% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Reduced | 357,878 | 15,786 | 4.01% | 4.79% | 19 | -29,175 | -7.54% | Q1 2026 | May 07, 2026 |
| Choice Wealth Advisors LLC | History | New | 336,513 | 14,843 | 5.83% | — | 20 | +336,513 | New | Q1 2026 | Apr 08, 2026 |
| Impact Capital Partners LLC | History | Added to | 230,768 | 10,179 | 3.08% | 2.58% | 21 | +30,605 | 15.29% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 201,928 | 8,907 | 0.0% | 0.0% | 22 | +181,053 | 867.32% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 201,112 | 8,871 | 0.02% | 0.02% | 23 | +22,046 | 12.31% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | New | 180,273 | 7,951 | 0.08% | — | 24 | +180,273 | New | Q1 2026 | May 08, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 169,859 | 7,492 | 2.74% | 1.71% | 25 | +57,542 | 51.23% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 151,128 | 6,666 | 0.03% | 0.03% | 26 | -20,089 | -11.73% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 148,398 | 6,545 | 0.03% | 0.02% | 27 | +42,102 | 39.61% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 144,691 | 6,382 | 0.01% | 0.01% | 28 | -6,054 | -4.02% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 138,034 | 6,088 | 3.37% | 3.54% | 29 | +889 | 0.65% | Q1 2026 | May 05, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 98,935 | 4,364 | 2.54% | 2.66% | 30 | +600 | 0.61% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 98,698 | 4,237 | 0.15% | 0.11% | 31 | +32,883 | 49.96% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 92,962 | 4,100 | 0.31% | 0.24% | 32 | +19,808 | 27.08% | Q1 2026 | Apr 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 86,654 | 3,989 | 0.11% | 0.12% | 33 | +23,968 | 38.24% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 88,086 | 3,885 | 0.22% | 0.21% | 34 | +7,837 | 9.77% | Q1 2026 | Apr 30, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 87,109 | 3,842 | 0.46% | 0.52% | 35 | -12,836 | -12.84% | Q1 2026 | Apr 15, 2026 |
| Vericrest Private Wealth | History | Added to | 83,537 | 3,684 | 3.3% | 2.84% | 36 | +10,162 | 13.85% | Q1 2026 | May 06, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 81,835 | 3,609 | 2.3% | — | 37 | +81,835 | New | Q1 2026 | Apr 23, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 79,369 | 3,500 | 3.69% | 4.2% | 38 | -9,329 | -10.52% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 78,092 | 3,444 | 0.02% | 0.02% | 39 | +2,944 | 3.92% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 66,719 | 2,943 | 0.09% | — | 40 | +66,719 | New | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 65,533 | 2,890 | 0.05% | 0.01% | 41 | +55,391 | 546.15% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 62,340 | 2,749 | 0.12% | 0.07% | 42 | +25,048 | 67.17% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 61,129 | 2,696 | 0.0% | 0.0% | 43 | +131 | 0.21% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Added to | 56,556 | 2,494 | 0.06% | 0.05% | 44 | +143 | 0.25% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 53,850 | 2,375 | 1.1% | 1.05% | 45 | -1,726 | -3.11% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 49,014 | 2,162 | 0.0% | 0.0% | 46 | +1,270 | 2.66% | Q1 2026 | Apr 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 46,177 | 2,036 | 0.19% | 0.19% | 47 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 45,120 | 1,990 | 0.02% | — | 48 | +45,120 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,476 | 1,961 | 0.0% | 0.0% | 49 | -2,083 | -4.47% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 44,391 | 1,958 | 0.05% | 0.05% | 50 | -4,592 | -9.37% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,892 | 1,562 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 34,293 | 1,512 | 0.0% | — | 52 | +34,293 | New | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 33,303 | 1,479 | 0.55% | — | 54 | +33,303 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 33,303 | 1,479 | 0.55% | 0.51% | 53 | +4,177 | 14.34% | Q1 2026 | Apr 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 33,024 | 1,477 | 0.16% | 0.22% | 55 | -965 | -2.84% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Reduced | 32,319 | 1,425 | 0.02% | 0.02% | 56 | -97 | -0.3% | Q1 2026 | Apr 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 31,528 | 1,390 | 0.36% | 0.37% | 57 | +1,262 | 4.17% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,198 | 1,287 | 0.02% | 0.02% | 58 | +6,651 | 29.5% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 28,532 | 1,258 | 0.43% | 0.41% | 59 | +1,220 | 4.47% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 28,373 | 1,251 | 0.09% | 0.07% | 60 | +7,741 | 37.52% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Reduced | 25,889 | 1,141 | 0.01% | 0.01% | 61 | -982 | -3.65% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 25,870 | 1,141 | 0.02% | 0.02% | 62 | +468 | 1.84% | Q1 2026 | Apr 17, 2026 |
| AIFG Consultants Ltd. | History | No change | 24,907 | 1,084 | 1.86% | 1.86% | 63 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 24,253 | 1,041 | 0.07% | 0.04% | 64 | +3,637 | 17.64% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 23,491 | 1,036 | 0.0% | 0.0% | 65 | -724 | -2.99% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,637 | 998 | 0.02% | 0.02% | 66 | +106 | 0.47% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,494 | 992 | 0.01% | 0.0% | 67 | +10,128 | 81.9% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 17,803 | 785 | 0.09% | 0.08% | 68 | +732 | 4.29% | Q1 2026 | Apr 16, 2026 |
| TigerOak Management, L.L.C. | History | New | 17,364 | 765 | 0.24% | — | 69 | +17,364 | New | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,153 | 756 | 0.0% | 0.0% | 70 | +1,789 | 11.64% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,151 | 756 | 0.0% | 0.0% | 71 | +959 | 5.92% | Q1 2026 | May 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 17,117 | 755 | 0.79% | 0.55% | 72 | +4,951 | 40.7% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 16,749 | 738 | 0.02% | 0.02% | 73 | +377 | 2.3% | Q1 2026 | May 04, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 16,022 | 706 | 0.29% | 0.28% | 74 | -216 | -1.33% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 15,475 | 682 | 0.02% | 0.01% | 75 | +5,173 | 50.21% | Q1 2026 | May 12, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 15,320 | 675 | 0.12% | 0.28% | 76 | -48,916 | -76.15% | Q1 2026 | Apr 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 15,239 | 672 | 0.0% | 0.0% | 77 | +1,581 | 11.58% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 14,849 | 654 | 0.48% | 0.52% | 78 | +371 | 2.56% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,721 | 649 | 0.02% | 0.02% | 79 | -3,637 | -19.81% | Q1 2026 | May 15, 2026 |
| Alchemi Wealth, LLC | History | New | 14,552 | 641 | 0.36% | — | 80 | +14,552 | New | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,885 | 612 | 0.01% | 0.0% | 81 | +5,641 | 68.43% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 13,367 | 589 | 0.39% | 0.4% | 82 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,297 | 586 | 0.04% | 0.03% | 83 | +3,235 | 32.15% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 13,178 | 581 | 0.02% | 0.03% | 84 | +6,535 | 98.37% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,667 | 558 | 0.01% | 0.01% | 85 | +33 | 0.26% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,572 | 554 | 0.01% | 0.01% | 87 | -372 | -2.87% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,556 | 554 | 0.0% | 0.0% | 86 | -1 | -0.01% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,696 | 515 | 0.01% | 0.07% | 88 | -135,716 | -92.07% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,068 | 488 | 0.01% | 0.01% | 89 | -717 | -6.08% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,711 | 472 | 0.01% | 0.01% | 90 | -2,511 | -18.99% | Q1 2026 | Apr 13, 2026 |
| WESCAP Management Group, Inc. | History | No change | 10,709 | 472 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 10,204 | 450 | 0.02% | 0.03% | 92 | -355 | -3.36% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | No change | 9,832 | 433 | 0.01% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 9,689 | 427 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Paragon Capital Management Ltd | History | New | 8,853 | 390 | 0.08% | — | 95 | +8,853 | New | Q1 2026 | Apr 15, 2026 |
| American Money Management, LLC | History | Reduced | 8,647 | 381 | 0.06% | 0.06% | 96 | -733 | -7.81% | Q1 2026 | May 11, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 8,466 | 373 | 0.14% | 0.18% | 98 | -2,450 | -22.44% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,475 | 373 | 0.0% | 0.0% | 97 | +2,137 | 33.72% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 8,232 | 363 | 0.01% | — | 99 | +8,232 | New | Q1 2026 | May 19, 2026 |
| Seek First Inc. | History | Reduced | 8,053 | 355 | 0.25% | 0.25% | 100 | -208 | -2.52% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,771 | 342 | 0.0% | 0.0% | 101 | -1,081 | -12.21% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 7,742 | 341 | 0.0% | — | 102 | +7,742 | New | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 7,673 | 338 | 0.09% | 0.08% | 103 | +1,044 | 15.75% | Q1 2026 | May 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 7,588 | 334 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Reduced | 7,568 | 333 | 0.0% | 0.0% | 105 | -49 | -0.64% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | New | 7,440 | 328 | 0.02% | — | 106 | +7,440 | New | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,220 | 318 | 0.0% | 0.0% | 107 | +662 | 10.09% | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 7,175 | 312 | 0.27% | 0.27% | 108 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 6,952 | 306 | 0.18% | 0.18% | 109 | +115 | 1.68% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 6,801 | 299 | 0.01% | 0.01% | 110 | -143 | -2.06% | Q1 2026 | Apr 20, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,598 | 291 | 0.61% | 0.61% | 111 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,434 | 276 | 0.0% | 0.0% | 112 | +322 | 5.27% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 6,235 | 275 | 0.17% | — | 113 | +6,235 | New | Q1 2026 | May 05, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 5,807 | 256 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,681 | 206 | 0.01% | 0.01% | 115 | +602 | 14.76% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Reduced | 3,869 | 170 | 0.0% | 0.0% | 116 | -137 | -3.42% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 3,667 | 161 | 0.03% | 0.03% | 117 | +492 | 15.5% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,216 | 141 | 0.0% | — | 118 | +3,216 | New | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | New | 110,922 | 110 | 0.01% | — | 119 | +110,922 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 2,476 | 109 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,924 | 84 | 0.0% | — | 121 | +1,924 | New | Q1 2026 | May 13, 2026 |
| NVWM, LLC | History | Added to | 1,859 | 82 | 0.02% | 0.01% | 122 | +849 | 84.06% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,856 | 81 | 0.0% | 0.0% | 123 | +35 | 1.92% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | No change | 1,717 | 75 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,684 | 74 | 0.0% | 0.0% | 125 | +1,651 | 5003.03% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | No change | 1,573 | 69 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,531 | 66 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,488 | 65 | 0.01% | — | 128 | +1,488 | New | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,470 | 64 | 0.0% | 0.0% | 129 | +50 | 3.52% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 1,304 | 57 | 0.01% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,092 | 48 | 0.0% | — | 131 | +1,092 | New | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,007 | 44 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 916 | 40 | 0.02% | 0.01% | 133 | +1 | 0.11% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 803 | 35 | 0.0% | 0.0% | 134 | +201 | 33.39% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 650 | 28 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | New | 596 | 26 | 0.01% | — | 136 | +596 | New | Q1 2026 | May 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 577 | 25 | 0.0% | — | 137 | +577 | New | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | Added to | 478 | 21 | 0.01% | 0.01% | 138 | +215 | 81.75% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | New | 452 | 19 | 0.0% | — | 139 | +452 | New | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 428 | 18 | 0.0% | — | 140 | +428 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 378 | 16 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 235 | 10 | 0.0% | — | 142 | +235 | New | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | No change | 222 | 9 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 137 | 6 | 0.0% | 0.0% | 144 | +93 | 211.36% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | No change | 114 | 5 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -1,157,125 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 1.22% | — | -185,854 | -100.0% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,233 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,110 | -100.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,124 | -100.0% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,915 | -100.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,731 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,429 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,354 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |