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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 3,980,772 | 183,832 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 3,854,645 | 175,887 | 4.77% | 4.86% | 2 | +92,870 | 2.47% | Q3 2026 | Oct 05, 2026 |
| MORGAN STANLEY | History | No change | 2,370,261 | 109,458 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,522,980 | 70,331 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,474,086 | 67,262 | 1.97% | 1.89% | 5 | +40,339 | 2.81% | Q3 2026 | Oct 13, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,255,404 | 57,974 | 2.1% | 2.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,241,604 | 57,337 | 0.91% | 0.91% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,075,010 | 49,643 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 795,502 | 36,736 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 795,480 | 36,735 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 751,061 | 34,683 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SK Wealth Management, LLC | History | No change | 693,751 | 33,071 | 7.45% | 7.45% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 704,543 | 32,535 | 0.17% | 0.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 668,967 | 30,892 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Investment Management, LLC | History | No change | 611,848 | 28,255 | 1.02% | 1.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 518,624 | 23,950 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Wealth Management, LLC | History | No change | 442,514 | 20,435 | 2.6% | 2.6% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 438,912 | 20,269 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Choice Wealth Advisors LLC | History | No change | 356,619 | 16,468 | 5.78% | 5.78% | 19 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 335,602 | 15,498 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 326,330 | 15,069 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 274,238 | 12,664 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Capital Partners LLC | History | No change | 242,152 | 11,182 | 3.05% | 3.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 190,915 | 8,816 | 2.76% | 2.76% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tidemark, LLC | History | No change | 187,217 | 8,645 | 1.95% | 1.95% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 181,872 | 8,398 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 158,604 | 7,324 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 137,883 | 6,367 | 3.22% | 3.22% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 117,967 | 5,447 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 105,357 | 4,865 | 0.16% | 0.16% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trilogy Capital Inc. | History | No change | 100,250 | 4,629 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 98,800 | 4,562 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 98,698 | 4,548 | 0.15% | 0.15% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 97,866 | 4,519 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 97,440 | 4,499 | 0.3% | 0.3% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | No change | 89,341 | 4,125 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vericrest Private Wealth | History | No change | 89,313 | 4,124 | 3.67% | 3.67% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Occidental Asset Management, LLC | History | No change | 86,100 | 3,976 | 0.39% | 0.39% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 84,667 | 3,909 | 2.16% | 2.16% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 83,324 | 3,847 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 83,161 | 3,840 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Premier Private Wealth Management LLC | History | No change | 82,143 | 3,793 | 3.32% | 3.32% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 78,641 | 3,631 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trivium Point Advisory, LLC | History | No change | 62,022 | 2,864 | 0.26% | 0.26% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | No change | 60,785 | 2,807 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 57,326 | 2,647 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 54,252 | 2,505 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 53,416 | 2,437 | 0.11% | 0.08% | 48 | +17,448 | 48.51% | Q3 2026 | Oct 13, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 50,715 | 2,342 | 0.92% | 0.92% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 49,451 | 2,230 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 46,355 | 2,140 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 46,177 | 2,107 | 0.17% | 0.18% | 52 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 44,979 | 2,077 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 37,731 | 1,742 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 37,150 | 1,715 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 36,624 | 1,691 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 34,293 | 1,583 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 32,870 | 1,539 | 0.52% | 0.52% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 33,314 | 1,538 | 0.34% | 0.34% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 32,735 | 1,511 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,463 | 1,499 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 31,925 | 1,474 | 1.92% | 1.92% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 32,319 | 1,425 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 30,910 | 1,410 | 0.42% | 0.42% | 64 | +1,440 | 4.89% | Q3 2026 | Oct 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,707 | 1,279 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 26,132 | 1,206 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 26,403 | 1,204 | 0.05% | 0.06% | 67 | +167 | 0.64% | Q3 2026 | Oct 13, 2026 |
| TigerOak Management, L.L.C. | History | No change | 22,920 | 1,058 | 0.3% | 0.3% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 22,672 | 1,046 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 22,175 | 1,024 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alchemi Wealth, LLC | History | No change | 19,189 | 886 | 0.42% | 0.42% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 18,209 | 840 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,177 | 839 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,588 | 812 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,333 | 800 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 16,447 | 759 | 0.71% | 0.71% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | No change | 15,309 | 706 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 15,071 | 695 | 0.41% | 0.41% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WCG Wealth Advisors LLC | History | No change | 15,046 | 694 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 14,489 | 669 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,364 | 663 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,996 | 646 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 13,897 | 641 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 13,885 | 641 | 0.24% | 0.24% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,861 | 640 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 12,590 | 581 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 12,212 | 563 | 0.35% | 0.35% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 11,326 | 523 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 10,897 | 503 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 10,785 | 498 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,885 | 496 | 0.01% | 0.01% | 91 | +74 | 0.68% | Q3 2026 | Oct 13, 2026 |
| WESCAP Management Group, Inc. | History | No change | 10,709 | 494 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 10,638 | 491 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,980 | 460 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 9,779 | 451 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 9,689 | 447 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hopwood Nicholas Hunter | History | No change | 9,362 | 432 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,336 | 431 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Town Capital LLC | History | No change | 9,258 | 427 | 0.27% | 0.27% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TopTier Wealth Management, LLC | History | No change | 9,059 | 418 | 0.25% | 0.25% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 8,514 | 393 | 0.14% | 0.14% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Asset Management, LLC | History | No change | 8,419 | 388 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Money Management, LLC | History | No change | 8,199 | 378 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seek First Inc. | History | No change | 8,169 | 377 | 0.24% | 0.24% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 7,993 | 369 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 7,588 | 350 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPoint Financial, LLC | History | No change | 7,474 | 345 | 0.25% | 0.25% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,220 | 333 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 7,218 | 333 | 0.17% | 0.17% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 6,899 | 318 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 6,873 | 317 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,621 | 305 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,464 | 297 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeGoal Investments, LLC | History | New | 6,211 | 283 | 0.09% | — | 114 | +6,211 | New | Q3 2026 | Oct 08, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,113 | 282 | 0.51% | 0.51% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paragon Capital Management Ltd | History | No change | 6,028 | 275 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,769 | 266 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | No change | 5,479 | 253 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Bison Wealth, LLC | History | New | 5,472 | 248 | 0.02% | — | 119 | +5,472 | New | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,294 | 241 | 0.0% | 0.0% | 120 | +507 | 10.59% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,169 | 235 | 0.01% | 0.01% | 121 | +608 | 13.33% | Q3 2026 | Oct 08, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,742 | 218 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,957 | 182 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,145 | 145 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 2,274 | 105 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,174 | 100 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,066 | 95 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,924 | 88 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NVWM, LLC | History | No change | 1,868 | 86 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,488 | 68 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,470 | 67 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,007 | 46 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 920 | 42 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 650 | 30 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 653 | 30 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 482 | 22 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 459 | 21 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 453 | 20 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 378 | 17 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dunhill Financial, LLC | History | No change | 386 | 17 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | No change | 323 | 15 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | No change | 222 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NBT BANK, N.A. | History | No change | 137 | 6 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 114 | 5 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 106 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |