WisdomTree Trust - DEM
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 10,363,063 | 557,429 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,298,812 | 392,603 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,246,246 | 174,615 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,153,138 | 115,817 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 2,144,092 | 115,330 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,958,981 | 105,373 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,677,279 | 90,220 | 1.75% | 1.75% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,565,592 | 84,463 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,407,570 | 75,713 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 810,959 | 43,621 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 733,891 | 39,476 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 671,876 | 35,972 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 665,509 | 35,797 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 595,293 | 32,020 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 476,678 | 25,868 | 0.04% | 0.04% | 15 | +41,904 | 9.64% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 475,803 | 25,593 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 435,794 | 23,441 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 398,744 | 22,054 | 0.39% | 0.39% | 18 | -3,978 | -0.99% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 399,296 | 21,478 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASPIRIANT, LLC | History | No change | 360,842 | 19,409 | 0.48% | 0.48% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 311,419 | 16,751 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 295,951 | 15,919 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 294,717 | 15,852 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 287,923 | 15,487 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 273,163 | 15,108 | 1.31% | 1.23% | 25 | +2,319 | 0.86% | Q3 2026 | Oct 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 259,407 | 13,953 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Linscomb Wealth, Inc. | History | No change | 252,249 | 13,568 | 0.59% | 0.59% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valmark Advisers, Inc. | History | No change | 250,218 | 13,459 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 229,674 | 12,354 | 0.23% | 0.23% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 228,855 | 12,310 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 245,598 | 12,203 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 217,471 | 11,697 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 196,235 | 10,555 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 183,814 | 9,887 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| &PARTNERS | History | No change | 180,226 | 9,699 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 172,446 | 9,275 | 0.9% | 0.9% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 170,000 | 9,144 | 0.29% | 0.29% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 167,626 | 9,016 | 0.63% | 0.63% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 164,313 | 8,838 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Wealth Advisors, LLC | History | No change | 160,714 | 8,644 | 2.21% | 2.21% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hamilton Wealth, LLC | History | No change | 158,988 | 8,551 | 1.57% | 1.57% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 136,987 | 7,368 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 133,939 | 7,205 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 129,281 | 6,954 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cheviot Value Management, LLC | History | No change | 127,512 | 6,858 | 0.7% | 0.7% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 123,876 | 6,663 | 2.69% | 2.69% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 123,112 | 6,622 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 121,284 | 6,523 | 0.39% | 0.39% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 116,249 | 6,253 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 105,628 | 5,681 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 96,845 | 5,356 | 4.77% | 4.63% | 51 | +757 | 0.79% | Q3 2026 | Oct 08, 2026 |
| Investors Research Corp | History | Added to | 96,781 | 5,352 | 0.94% | 0.85% | 52 | +8,203 | 9.26% | Q3 2026 | Oct 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 98,830 | 5,317 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Day Solutions, LLC | History | No change | 96,226 | 5,176 | 1.15% | 1.15% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Old Port Advisors | History | No change | 94,200 | 5,066 | 1.0% | 1.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 90,403 | 4,862 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 88,450 | 4,757 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 84,539 | 4,547 | 0.24% | 0.24% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 83,108 | 4,470 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 76,170 | 4,097 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 75,590 | 4,030 | 1.47% | 1.47% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 74,809 | 4,024 | 1.56% | 1.56% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Composition Wealth, LLC | History | No change | 74,051 | 3,983 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 73,375 | 3,946 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 71,178 | 3,828 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 70,357 | 3,784 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 69,343 | 3,729 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 67,565 | 3,634 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 67,232 | 3,616 | 3.54% | 3.54% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 65,600 | 3,528 | 1.22% | 1.22% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 64,898 | 3,491 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 64,668 | 3,478 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 63,304 | 3,405 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 62,843 | 3,380 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 60,990 | 3,280 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Regal Investment Advisors LLC | History | No change | 60,806 | 3,270 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 58,580 | 3,151 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apeiron RIA LLC | History | Reduced | 54,123 | 2,971 | 0.68% | 0.76% | 78 | -760 | -1.38% | Q3 2026 | Oct 08, 2026 |
| Axis Wealth Partners, LLC | History | No change | 54,925 | 2,954 | 1.42% | 1.42% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 54,025 | 2,906 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 53,647 | 2,885 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 50,270 | 2,704 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 50,277 | 2,704 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 49,009 | 2,636 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 46,790 | 2,588 | 0.07% | 0.06% | 85 | +10,850 | 30.19% | Q3 2026 | Oct 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 46,672 | 2,581 | 0.07% | 0.07% | 86 | +1,256 | 2.77% | Q3 2026 | Oct 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 41,356 | 2,287 | 0.19% | 0.18% | 87 | +1,609 | 4.05% | Q3 2026 | Oct 06, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 42,268 | 2,273 | 1.2% | 1.2% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 40,507 | 2,240 | 1.24% | — | 89 | +40,507 | New | Q3 2026 | Oct 07, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 40,420 | 2,174 | 0.91% | 0.91% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 39,870 | 2,144 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREENLEAF TRUST | History | No change | 39,374 | 2,117 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 37,074 | 1,994 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewSquare Capital LLC | History | No change | 35,653 | 1,917 | 0.14% | 0.14% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 35,265 | 1,896 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First City Capital Management, Inc. | History | No change | 35,039 | 1,884 | 0.92% | 0.92% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rathbones Group PLC | History | No change | 33,322 | 1,792 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantum Portfolio Management LLC | History | No change | 32,581 | 1,752 | 0.63% | 0.63% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 32,257 | 1,735 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 31,212 | 1,678 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 30,504 | 1,640 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 30,419 | 1,636 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset One Wealth Management LLC | History | No change | 28,957 | 1,558 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBA Advisors LLC | History | No change | 28,730 | 1,545 | 0.52% | 0.52% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GFS Advisors, LLC | History | No change | 13,900 | 1,491 | 0.16% | 0.16% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Eagle Strategies LLC | History | No change | 27,633 | 1,486 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 27,536 | 1,481 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Partners Group, Inc | History | No change | 27,224 | 1,464 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sincerus Advisory, LLC | History | Added to | 26,408 | 1,460 | 0.95% | 0.95% | 109 | +327 | 1.25% | Q3 2026 | Oct 08, 2026 |
| SHARPEPOINT LLC | History | No change | 26,961 | 1,450 | 0.73% | 0.73% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 26,811 | 1,442 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mirador Capital Partners LP | History | Added to | 24,932 | 1,379 | 0.16% | 0.16% | 112 | +557 | 2.29% | Q3 2026 | Oct 09, 2026 |
| Independent Advisor Alliance | History | No change | 25,615 | 1,377 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 25,277 | 1,359 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25,216 | 1,338 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 24,565 | 1,321 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 24,488 | 1,317 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 24,138 | 1,298 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 23,604 | 1,268 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | No change | 23,448 | 1,261 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 22,130 | 1,190 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 21,561 | 1,159 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Element Wealth, LLC | History | No change | 20,953 | 1,127 | 0.42% | 0.42% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | No change | 20,695 | 1,113 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 20,120 | 1,112 | 0.19% | 0.19% | 125 | -405 | -1.97% | Q3 2026 | Oct 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 20,599 | 1,108 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 20,343 | 1,094 | 0.51% | 0.51% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 19,528 | 1,050 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 18,781 | 1,038 | 0.53% | 0.46% | 130 | +2,530 | 15.57% | Q3 2026 | Oct 14, 2026 |
| Avos Capital Management, LLC | History | No change | 19,315 | 1,038 | 0.43% | 0.43% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 19,215 | 1,033 | 0.13% | 0.13% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Next Level Private LLC | History | No change | 19,145 | 1,029 | 0.2% | 0.2% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Index Technologies Group LLC | History | No change | 19,020 | 1,023 | 0.82% | 0.82% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 18,538 | 997 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 18,074 | 972 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,821 | 958 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J2 Capital Management Inc | History | No change | 17,688 | 951 | 0.64% | 0.64% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 16,931 | 910 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 16,316 | 902 | 0.08% | 0.08% | 139 | +651 | 4.16% | Q3 2026 | Oct 13, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 16,772 | 902 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 16,474 | 886 | 0.23% | 0.23% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Osprey Private Wealth LLC | History | No change | 16,037 | 862 | 0.22% | 0.22% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 15,913 | 855 | 0.64% | 0.64% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 15,883 | 854 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 15,674 | 843 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 15,495 | 833 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 15,502 | 833 | 0.38% | 0.38% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 14,901 | 824 | 0.02% | 0.03% | 148 | -2,965 | -16.6% | Q3 2026 | Oct 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 15,094 | 811 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Balefire, LLC | History | New | 14,655 | 810 | 0.13% | — | 151 | +14,655 | New | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,651 | 810 | 0.01% | 0.01% | 150 | -509 | -3.36% | Q3 2026 | Oct 08, 2026 |
| NFSG Corp | History | No change | 14,920 | 802 | 0.1% | 0.1% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 14,615 | 786 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 14,486 | 779 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 14,478 | 778 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 13,872 | 746 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ERn Financial, LLC | History | No change | 13,595 | 731 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Camelot Portfolios, LLC | History | No change | 13,448 | 723 | 0.51% | 0.51% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 13,436 | 722 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 13,297 | 715 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 13,214 | 710 | 0.33% | 0.33% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | No change | 12,881 | 692 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,831 | 690 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 12,651 | 680 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 12,638 | 679 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 12,550 | 675 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,476 | 671 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,312 | 662 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,093 | 650 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALTFEST L J & CO INC | History | No change | 11,671 | 627 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,317 | 625 | 0.09% | 0.09% | 171 | -94 | -0.82% | Q3 2026 | Oct 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,558 | 621 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Added to | 11,025 | 611 | 0.02% | 0.02% | 173 | +134 | 1.23% | Q3 2026 | Oct 13, 2026 |
| Rockingstone Advisors LLC | History | No change | 11,200 | 602 | 0.24% | 0.24% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 10,732 | 599 | 0.13% | 0.14% | 175 | -223 | -2.04% | Q3 2026 | Oct 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 11,042 | 593 | 0.32% | 0.32% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 11,005 | 591 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,593 | 569 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Portland Financial Advisors Inc | History | No change | 10,450 | 562 | 1.03% | 1.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 9,904 | 532 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 10,630 | 529 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 9,826 | 528 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,746 | 524 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 9,362 | 517 | 0.04% | 0.04% | 184 | -159 | -1.67% | Q3 2026 | Oct 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,415 | 506 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 9,305 | 500 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,112 | 490 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 8,958 | 481 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 8,947 | 481 | 0.13% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 8,735 | 469 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Procyon Advisors, LLC | History | No change | 8,653 | 465 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,529 | 458 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 8,459 | 455 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,394 | 451 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 8,043 | 444 | 0.03% | 0.04% | 195 | -2,293 | -22.18% | Q3 2026 | Oct 08, 2026 |
| Argyle Capital Partners, LLC | History | No change | 8,224 | 442 | 0.28% | 0.28% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,189 | 440 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 8,186 | 440 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 8,044 | 432 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 7,939 | 427 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 7,942 | 427 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 7,868 | 423 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 7,875 | 423 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,785 | 418 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 7,645 | 411 | 0.17% | 0.17% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,395 | 409 | 0.02% | 0.02% | 206 | +1,995 | 36.94% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,508 | 403 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastwise Capital Group, LLC | History | No change | 7,441 | 400 | 0.23% | 0.23% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aspen Investment Management Inc | History | No change | 7,370 | 396 | 0.11% | 0.11% | 209 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INVESTED ADVISORS | History | No change | 7,372 | 396 | 0.35% | 0.35% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,169 | 385 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,773 | 372 | 0.01% | 0.01% | 212 | +915 | 15.62% | Q3 2026 | Oct 09, 2026 |
| Atria Investments, Inc | History | No change | 6,764 | 363 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINTRA WEALTH, LLC | History | No change | 6,623 | 362 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,686 | 359 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 6,682 | 359 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 6,330 | 350 | 0.1% | 0.1% | 217 | -150 | -2.31% | Q3 2026 | Oct 07, 2026 |
| Elgethun Capital Management | History | No change | 6,495 | 349 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 6,450 | 346 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 6,427 | 345 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 6,365 | 342 | 0.11% | 0.11% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 6,332 | 340 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 6,280 | 337 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opus Financial Solutions LLC | History | No change | 6,273 | 337 | 0.27% | 0.27% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 6,053 | 334 | 0.03% | 0.03% | 227 | -74 | -1.21% | Q3 2026 | Oct 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 6,258 | 334 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McAdam, LLC | History | No change | 6,227 | 334 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quartz Partners, LLC | History | No change | 6,180 | 332 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,140 | 330 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Columbia River Financial Group, LLC | History | No change | 6,125 | 329 | 0.18% | 0.18% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,958 | 320 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 5,894 | 317 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,878 | 316 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Klingman & Associates, LLC | History | No change | 5,749 | 309 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TopTier Wealth Management, LLC | History | No change | 5,401 | 290 | 0.18% | 0.18% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,375 | 289 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Norris Financial Group, LLC | History | No change | 5,379 | 289 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,237 | 281 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,203 | 277 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,203 | 277 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 4,990 | 275 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Breakwater Capital Group | History | Added to | 4,877 | 269 | 0.03% | 0.03% | 242 | +435 | 9.79% | Q3 2026 | Oct 08, 2026 |
| StoneX Group Inc. | History | No change | 4,988 | 268 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PCM Encore, LLC | History | No change | 4,976 | 267 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avion Wealth | History | No change | 4,881 | 262 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savant Capital, LLC | History | No change | 5,043 | 260 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,907 | 260 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,762 | 256 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McNamara Financial Services, Inc. | History | No change | 4,769 | 256 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 4,661 | 250 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Solutions Group, LLC | History | New | 4,471 | 247 | 0.05% | — | 251 | +4,471 | New | Q3 2026 | Oct 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,569 | 245 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 4,541 | 244 | 0.22% | 0.22% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 4,529 | 243 | 0.22% | 0.22% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 4,472 | 240 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 4,453 | 239 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 4,446 | 239 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Your Advocates Ltd., LLP | History | No change | 4,352 | 234 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avestar Capital, LLC | History | No change | 4,320 | 232 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,289 | 230 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,181 | 224 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,174 | 224 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,000 | 215 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alteri Wealth LLC | History | No change | 4,000 | 215 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Narus Financial Partners, LLC | History | No change | 3,956 | 212 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clayton Financial Group LLC | History | Added to | 3,816 | 211 | 0.11% | 0.11% | 267 | +23 | 0.61% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,937 | 211 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HRT FINANCIAL LP | History | No change | 3,789 | 203 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 3,843 | 203 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,765 | 202 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| B&D White Capital Company, LLC | History | No change | 3,760 | 202 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WESBANCO BANK INC | History | No change | 3,726 | 200 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,725 | 200 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,711 | 199 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,644 | 196 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,638 | 195 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 3,472 | 186 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,386 | 182 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,348 | 180 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,344 | 179 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,098 | 166 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Purpose Unlimited Inc. | History | No change | 2,875 | 157 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,900 | 155 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EPG Wealth Management LLC | History | No change | 2,831 | 152 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,822 | 151 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,700 | 145 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,591 | 139 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 2,555 | 137 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fairway Wealth LLC | History | No change | 2,378 | 127 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,330 | 123 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MidFirst Bank | History | No change | 2,101 | 113 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 2,000 | 107 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,812 | 97 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 1,800 | 96 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASECO LLP | History | No change | 1,749 | 94 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,739 | 93 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,706 | 91 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,678 | 90 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,676 | 90 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GAMMA Investing LLC | History | No change | 1,634 | 90 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |