WisdomTree Trust - DES
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,701,031 | 90,349 | 0.01% | 0.01% | 1 | +71,782 | 2.73% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,440,406 | 81,631 | 0.01% | 0.01% | 2 | +19,230 | 0.79% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,506,212 | 50,382 | 0.01% | 0.02% | 3 | -106,214 | -6.59% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,488,438 | 49,788 | 0.01% | 0.01% | 4 | -141,584 | -8.69% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 1,362,614 | 45,579 | 0.03% | 0.04% | 5 | -42,364 | -3.02% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 38,913 | 38,913 | 0.02% | — | 6 | +38,913 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 1,057,047 | 35,357 | 0.11% | 0.12% | 7 | -27,990 | -2.58% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 915,516 | 30,624 | 0.05% | 0.05% | 8 | +69,892 | 8.27% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 775,701 | 25,947 | 0.01% | 0.01% | 9 | -54,262 | -6.54% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 763,962 | 25,555 | 0.0% | — | 10 | +763,962 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 729,432 | 24,399 | 0.0% | 0.0% | 11 | +132,655 | 22.23% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 711,178 | 23,788 | 0.09% | 0.08% | 12 | +3,528 | 0.5% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 692,824 | 23,174 | 0.14% | 0.13% | 13 | +55,487 | 8.71% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 681,131 | 22,783 | 0.01% | 0.01% | 14 | +65,659 | 10.67% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 408,221 | 13,655 | 0.0% | 0.0% | 15 | -95,736 | -19.0% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 333,141 | 11,143 | 0.14% | 0.14% | 16 | +4,222 | 1.28% | Q4 2025 | Jan 26, 2026 |
| Destination Wealth Management | History | Added to | 331,812 | 11,099 | 0.29% | 0.31% | 17 | +1,124 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 319,248 | 10,678 | 0.01% | 0.01% | 18 | -776 | -0.24% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | New | 293,475 | 9,816 | 0.11% | — | 19 | +293,475 | New | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 245,104 | 8,198 | 0.01% | 0.01% | 20 | -88,465 | -26.52% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 235,073 | 7,863 | 0.03% | 0.07% | 21 | -217,587 | -48.07% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 234,098 | 7,830 | 0.0% | 0.0% | 22 | -23,611 | -9.16% | Q4 2025 | Feb 10, 2026 |
| BIP Wealth, LLC | History | Reduced | 227,281 | 7,602 | 0.27% | 0.39% | 23 | -6,456 | -2.76% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 222,621 | 7,446 | 0.02% | 0.02% | 24 | +5,451 | 2.51% | Q4 2025 | Jan 23, 2026 |
| Curi Capital, LLC | History | Added to | 214,927 | 7,189 | 0.12% | 0.13% | 25 | +1,034 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 210,105 | 7,028 | 0.0% | 0.0% | 26 | +32,867 | 18.54% | Q4 2025 | Feb 10, 2026 |
| HC Advisors, LLC | History | Added to | 204,939 | 6,855 | 4.74% | 4.81% | 27 | +1,595 | 0.78% | Q4 2025 | Feb 11, 2026 |
| One Wealth Map LLC | History | Added to | 188,048 | 6,816 | 3.47% | 3.05% | 28 | +14,452 | 8.33% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 194,217 | 6,496 | 0.0% | 0.0% | 29 | -10,444 | -5.1% | Q4 2025 | Feb 11, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 189,302 | 6,332 | 3.91% | 3.74% | 30 | +10,475 | 5.86% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 173,163 | 5,792 | 0.01% | 0.01% | 31 | -34,705 | -16.7% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 164,684 | 5,508 | 0.25% | 0.3% | 32 | -14,483 | -8.08% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Reduced | 161,793 | 5,411 | 0.99% | 1.01% | 33 | -977 | -0.6% | Q4 2025 | Feb 09, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 161,532 | 5,403 | 0.55% | 0.64% | 34 | -3,546 | -2.15% | Q4 2025 | Feb 06, 2026 |
| Melone Private Wealth, LLC | History | Added to | 159,710 | 5,342 | 2.27% | 2.42% | 35 | +1,003 | 0.63% | Q4 2025 | Jan 07, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 153,825 | 5,145 | 3.07% | 3.11% | 36 | +3,977 | 2.65% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 149,147 | 4,988 | 0.01% | 0.01% | 37 | +3,675 | 2.53% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 142,680 | 4,921 | 0.01% | 0.01% | 38 | -1,569 | -1.09% | Q4 2025 | Jan 08, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 146,631 | 4,904 | 4.63% | 6.62% | 39 | -82,482 | -36.0% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 144,617 | 4,837 | 0.01% | 0.01% | 40 | +2,158 | 1.51% | Q4 2025 | Mar 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 136,669 | 4,571 | 0.0% | 0.0% | 41 | -9,452 | -6.47% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 128,692 | 4,304 | 0.08% | 0.08% | 42 | +2,726 | 2.16% | Q4 2025 | Jan 16, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 128,500 | 4,298 | 0.26% | 0.27% | 43 | -875 | -0.68% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 127,807 | 4,275 | 0.01% | 0.01% | 44 | -15,977 | -11.11% | Q4 2025 | Feb 11, 2026 |
| CROBAN | History | Added to | 121,964 | 4,079 | 1.97% | 2.66% | 45 | +3,295 | 2.78% | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 118,482 | 3,963 | 2.35% | 2.47% | 46 | -1,204 | -1.01% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 102,948 | 3,443 | 0.07% | 0.07% | 47 | -1,467 | -1.4% | Q4 2025 | Jan 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 98,046 | 3,279 | 0.18% | 0.19% | 48 | +260 | 0.27% | Q4 2025 | Jan 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 93,939 | 3,142 | 0.0% | 0.0% | 49 | -8,399 | -8.21% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 93,605 | 3,131 | 0.0% | 0.0% | 50 | +31,549 | 50.84% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 92,580 | 3,096 | 0.06% | 0.07% | 51 | -4,114 | -4.25% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 89,075 | 2,979 | 0.02% | 0.03% | 52 | -5,811 | -6.12% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 82,183 | 2,749 | 0.15% | 0.15% | 53 | +6,052 | 7.95% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 81,723 | 2,733 | 0.0% | 0.0% | 54 | -1,513 | -1.82% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 81,021 | 2,710 | 0.0% | 0.0% | 55 | +5,291 | 6.99% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 78,492 | 2,625 | 1.36% | 1.4% | 56 | +287 | 0.37% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 77,689 | 2,599 | 0.0% | — | 57 | +77,689 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 75,318 | 2,519 | 0.01% | 0.02% | 58 | -16,761 | -18.2% | Q4 2025 | Feb 12, 2026 |
| Farmers National Bank | History | New | 74,707 | 2,498 | 0.56% | — | 59 | +74,707 | New | Q4 2025 | Mar 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 70,471 | 2,357 | 0.0% | 0.02% | 60 | -286,117 | -80.24% | Q4 2025 | Mar 09, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 67,988 | 2,274 | 0.07% | 0.07% | 61 | +4,705 | 7.43% | Q4 2025 | Jan 21, 2026 |
| BEACON FINANCIAL GROUP | History | New | 66,584 | 2,227 | 0.22% | — | 62 | +66,584 | New | Q4 2025 | Apr 01, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 66,599 | 2,227 | 1.7% | 1.75% | 63 | +1,538 | 2.36% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 66,177 | 2,214 | 0.07% | 0.06% | 64 | +2,416 | 3.79% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Reduced | 64,074 | 2,143 | 0.01% | 0.01% | 65 | -370 | -0.57% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 62,748 | 2,098 | 0.47% | 0.5% | 66 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 61,340 | 2,051 | 1.39% | — | 67 | +61,340 | New | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | New | 60,135 | 2,011 | 0.02% | — | 68 | +60,135 | New | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 58,589 | 1,959 | 0.27% | 0.28% | 69 | -847 | -1.43% | Q4 2025 | Feb 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 58,099 | 1,943 | 0.22% | 0.24% | 70 | -301 | -0.52% | Q4 2025 | Jan 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 57,995 | 1,939 | 0.21% | 0.21% | 71 | +3,083 | 5.61% | Q4 2025 | Feb 18, 2026 |
| Aspen Investment Management Inc | History | Reduced | 57,925 | 1,938 | 0.58% | 0.76% | 72 | -397 | -0.68% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 57,734 | 1,931 | 0.0% | 0.0% | 73 | -237 | -0.41% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 57,520 | 1,924 | 0.02% | 0.02% | 74 | +873 | 1.54% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 56,583 | 1,892 | 0.0% | 0.0% | 75 | +3,259 | 6.11% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 54,737 | 1,830 | 0.02% | 0.02% | 76 | +1 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 53,578 | 1,825 | 0.16% | 0.16% | 77 | -554 | -1.02% | Q4 2025 | Jan 28, 2026 |
| JNBA Financial Advisors | History | Reduced | 52,778 | 1,765 | 0.15% | 0.17% | 78 | -1,347 | -2.49% | Q4 2025 | Jan 26, 2026 |
| Ascent Group, LLC | History | Reduced | 52,754 | 1,764 | 0.06% | 0.06% | 79 | -1,642 | -3.02% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 51,824 | 1,734 | 0.0% | 0.0% | 80 | +3,068 | 6.29% | Q4 2025 | Feb 05, 2026 |
| Investment Research Partners LLC | History | Reduced | 50,600 | 1,692 | 0.73% | 0.76% | 81 | -595 | -1.16% | Q4 2025 | Feb 12, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 49,719 | 1,663 | 1.03% | 1.04% | 82 | -145 | -0.29% | Q4 2025 | Jan 12, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 49,605 | 1,659 | 0.47% | 0.48% | 83 | +571 | 1.16% | Q4 2025 | Jan 23, 2026 |
| Powers Advisory Group, LLC | History | Added to | 49,056 | 1,640 | 0.62% | 0.66% | 84 | +38 | 0.08% | Q4 2025 | Jan 22, 2026 |
| NBT BANK N A /NY | History | Added to | 23,183 | 1,633 | 0.11% | 0.1% | 85 | +1,210 | 5.51% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,855 | 1,500 | 0.0% | 0.0% | 86 | +24,366 | 118.92% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 44,399 | 1,485 | 0.0% | 0.0% | 87 | +19,178 | 76.04% | Q4 2025 | Mar 25, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 43,325 | 1,449 | 0.03% | 0.03% | 88 | -3,072 | -6.62% | Q4 2025 | Jan 22, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 41,207 | 1,378 | 0.65% | 0.65% | 89 | +257 | 0.63% | Q4 2025 | Jan 23, 2026 |
| INVESTED ADVISORS | History | Added to | 41,008 | 1,371 | 1.42% | 1.77% | 90 | +4,988 | 13.85% | Q4 2025 | Jan 26, 2026 |
| WESBANCO BANK INC | History | Added to | 40,913 | 1,368 | 0.04% | 0.04% | 91 | +2,822 | 7.41% | Q4 2025 | Feb 03, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 39,777 | 1,330 | 0.15% | 0.16% | 92 | -338 | -0.84% | Q4 2025 | Feb 10, 2026 |
| Platform Technology Partners | History | No change | 39,781 | 1,330 | 0.28% | 0.32% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 38,805 | 1,298 | 0.16% | 0.21% | 94 | -5,407 | -12.23% | Q4 2025 | Jan 09, 2026 |
| F&V Capital Management, LLC | History | Added to | 38,395 | 1,284 | 0.27% | 0.26% | 95 | +3,350 | 9.56% | Q4 2025 | Mar 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,328 | 1,282 | 0.0% | 0.01% | 96 | +1,383 | 3.74% | Q4 2025 | Feb 18, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 34,180 | 1,216 | 0.23% | 0.24% | 97 | -154 | -0.45% | Q4 2025 | Jan 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 36,235 | 1,212 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 35,799 | 1,197 | 0.01% | — | 99 | +35,799 | New | Q4 2025 | Feb 12, 2026 |
| Independence Bank of Kentucky | History | Reduced | 35,776 | 1,196 | 0.15% | 0.16% | 100 | -1,411 | -3.79% | Q4 2025 | Jan 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 34,846 | 1,165 | 0.28% | — | 101 | +34,846 | New | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 34,744 | 1,162 | 0.02% | 0.01% | 102 | +2,943 | 9.25% | Q4 2025 | Feb 02, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 34,675 | 1,159 | 0.18% | 0.25% | 103 | -11,720 | -25.26% | Q4 2025 | Jan 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 34,088 | 1,140 | 0.09% | 0.1% | 104 | -634 | -1.83% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,356 | 1,115 | 0.0% | 0.0% | 105 | +6,305 | 23.31% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 32,365 | 1,082 | 0.51% | 0.43% | 106 | +4,609 | 16.61% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 31,796 | 1,063 | 0.01% | 0.01% | 107 | +2,668 | 9.16% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,642 | 1,058 | 0.02% | 0.02% | 108 | -612 | -1.9% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 30,653 | 1,025 | 0.0% | 0.0% | 109 | -7,304 | -19.24% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 30,668 | 1,025 | 0.02% | 0.02% | 110 | +1,864 | 6.47% | Q4 2025 | Mar 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 26,966 | 1,015 | 0.02% | 0.02% | 111 | -1,484 | -5.22% | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | Reduced | 28,373 | 949 | 0.1% | 0.11% | 112 | -71 | -0.25% | Q4 2025 | Feb 03, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 28,314 | 947 | 0.29% | 0.32% | 113 | -274 | -0.96% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | No change | 28,155 | 941 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COWA, LLC | History | Added to | 28,098 | 939 | 0.29% | 0.3% | 115 | +1,523 | 5.73% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 27,794 | 929 | 0.0% | 0.0% | 116 | +565 | 2.07% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 27,545 | 921 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,672 | 892 | 0.01% | 0.01% | 118 | +2,232 | 9.13% | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | No change | 26,411 | 883 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 26,276 | 878 | 0.52% | 0.51% | 120 | +141 | 0.54% | Q4 2025 | Jan 21, 2026 |
| Montecito Bank & Trust | History | Reduced | 26,050 | 871 | 0.14% | 0.23% | 121 | -18,667 | -41.74% | Q4 2025 | Jan 09, 2026 |
| Apella Capital, LLC | History | Reduced | 25,742 | 861 | 0.02% | 0.02% | 122 | -465 | -1.77% | Q4 2025 | Jan 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 25,610 | 856 | 0.06% | 0.07% | 123 | +5 | 0.02% | Q4 2025 | Jan 23, 2026 |
| BOKF, NA | History | Reduced | 25,546 | 854 | 0.01% | 0.01% | 124 | -1,877 | -6.84% | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,409 | 816 | 0.0% | 0.0% | 125 | +1,786 | 7.89% | Q4 2025 | Feb 10, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 23,894 | 799 | 0.31% | 0.34% | 126 | -974 | -3.92% | Q4 2025 | Jan 30, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 23,817 | 796 | 0.07% | 0.07% | 127 | -174 | -0.73% | Q4 2025 | Jan 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 23,659 | 791 | 0.05% | 0.04% | 128 | +3,018 | 14.62% | Q4 2025 | Feb 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 23,126 | 773 | 0.11% | 0.11% | 129 | +67 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 23,002 | 769 | 0.06% | 0.07% | 130 | -48 | -0.21% | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Added to | 22,305 | 746 | 0.01% | 0.01% | 131 | +426 | 1.95% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,110 | 739 | 0.01% | 0.01% | 132 | +1,945 | 9.65% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,494 | 718 | 0.02% | 0.02% | 133 | +64 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Sharper & Granite LLC | History | No change | 21,460 | 717 | 0.25% | 0.26% | 134 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 21,242 | 710 | 0.01% | 0.01% | 135 | +118 | 0.56% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 20,989 | 702 | 0.02% | 0.02% | 136 | -1,471 | -6.55% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,736 | 693 | 0.01% | 0.01% | 137 | -6,048 | -22.58% | Q4 2025 | Feb 12, 2026 |
| NewSquare Capital LLC | History | Added to | 20,718 | 693 | 0.06% | 0.04% | 138 | +2,086 | 11.2% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 20,261 | 677 | 0.0% | 0.0% | 139 | +37 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 20,187 | 675 | 0.41% | 0.41% | 140 | -118 | -0.58% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 20,168 | 674 | 0.0% | 0.0% | 141 | +19,646 | 3763.6% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 19,634 | 656 | 0.01% | 0.01% | 142 | +1,957 | 11.07% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 19,410 | 649 | 0.0% | 0.0% | 143 | -2,595 | -11.79% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 19,359 | 647 | 0.01% | 0.01% | 145 | -578 | -2.9% | Q4 2025 | Feb 12, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 19,354 | 647 | 0.4% | 0.42% | 144 | +519 | 2.76% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,843 | 630 | 0.0% | 0.01% | 146 | +192 | 1.03% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 18,466 | 617 | 0.01% | 0.01% | 147 | -15,702 | -45.96% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 18,227 | 609 | 0.02% | 0.03% | 148 | -2,351 | -11.42% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 17,923 | 599 | 0.0% | 0.0% | 149 | +3,053 | 20.53% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 17,866 | 597 | 0.02% | 0.03% | 150 | +104 | 0.59% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Reduced | 17,532 | 586 | 0.03% | 0.03% | 151 | -150 | -0.85% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 17,378 | 581 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 17,275 | 577 | 0.09% | 0.09% | 153 | +250 | 1.47% | Q4 2025 | Feb 11, 2026 |
| Seek First Inc. | History | Reduced | 17,149 | 573 | 0.39% | 0.41% | 154 | -4 | -0.02% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | No change | 16,587 | 554 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 16,115 | 539 | 0.15% | 0.15% | 156 | -30 | -0.19% | Q4 2025 | Feb 06, 2026 |
| Collar Capital Management, LLC | History | Reduced | 15,738 | 526 | 0.35% | 0.38% | 157 | -530 | -3.26% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,284 | 511 | 0.0% | 0.0% | 158 | +856 | 5.93% | Q4 2025 | Feb 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 15,231 | 509 | 0.08% | — | 160 | +15,231 | New | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,219 | 509 | 0.0% | 0.0% | 159 | -5,293 | -25.8% | Q4 2025 | Feb 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 15,126 | 505 | 0.3% | 0.31% | 161 | -90 | -0.59% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Reduced | 15,020 | 502 | 0.01% | 0.01% | 162 | -1,912 | -11.29% | Q4 2025 | Feb 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 14,951 | 500 | 0.09% | 0.09% | 163 | +24 | 0.16% | Q4 2025 | Jan 16, 2026 |
| United Advisor Group, LLC | History | Reduced | 14,856 | 496 | 0.06% | 0.17% | 166 | -21,977 | -59.67% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,850 | 496 | 0.03% | 0.03% | 164 | +2,975 | 25.05% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,970 | 496 | 0.01% | 0.01% | 165 | -106 | -0.75% | Q4 2025 | Jan 28, 2026 |
| M Holdings Securities, Inc. | History | New | 14,746 | 493 | 0.04% | — | 167 | +14,746 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 14,629 | 489 | 0.03% | 0.03% | 168 | -40 | -0.27% | Q4 2025 | Feb 20, 2026 |
| Savant Capital, LLC | History | Reduced | 14,598 | 488 | 0.0% | 0.0% | 169 | -1,723 | -10.56% | Q4 2025 | Feb 10, 2026 |
| Abundance Wealth Counselors | History | Reduced | 14,552 | 486 | 0.08% | 0.08% | 170 | -8 | -0.05% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,371 | 480 | 0.0% | — | 171 | +14,371 | New | Q4 2025 | Feb 18, 2026 |
| Round Rock Advisors LLC | History | Reduced | 14,374 | 480 | 0.07% | 0.08% | 172 | -157 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Added to | 14,073 | 470 | 0.01% | 0.01% | 173 | +5 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Arkos Global Advisors | History | Reduced | 13,957 | 467 | 0.06% | 0.06% | 174 | -136 | -0.97% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,889 | 464 | 0.0% | 0.0% | 175 | -17 | -0.12% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 13,597 | 455 | 0.0% | 0.0% | 176 | -2,931 | -17.73% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 13,450 | 449 | 0.02% | 0.02% | 177 | -800 | -5.61% | Q4 2025 | Feb 17, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 13,290 | 444 | 0.4% | 0.42% | 178 | +400 | 3.1% | Q4 2025 | Jan 15, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 13,180 | 440 | 0.08% | 0.09% | 179 | -860 | -6.13% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,092 | 437 | 0.02% | 0.02% | 181 | -263 | -1.97% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | No change | 13,070 | 437 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | No change | 12,874 | 430 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,402 | 414 | 0.0% | 0.01% | 183 | -22,149 | -64.11% | Q4 2025 | Jan 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 12,335 | 412 | 0.01% | 0.01% | 184 | -685 | -5.26% | Q4 2025 | Feb 05, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 12,076 | 403 | 0.02% | 0.03% | 185 | -242 | -1.96% | Q4 2025 | Jan 28, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 12,039 | 402 | 0.25% | 0.3% | 186 | -2,210 | -15.51% | Q4 2025 | Jan 20, 2026 |
| JT Stratford LLC | History | Added to | 12,017 | 401 | 0.05% | 0.05% | 187 | +339 | 2.9% | Q4 2025 | Feb 12, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 11,872 | 397 | 0.2% | 0.21% | 188 | -223 | -1.84% | Q4 2025 | Jan 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 11,580 | 387 | 0.1% | 0.11% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 11,543 | 386 | 0.01% | 0.01% | 190 | -114 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 11,147 | 372 | 0.07% | 0.08% | 191 | -716 | -6.04% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,085 | 370 | 0.0% | 0.0% | 192 | -1,139 | -9.32% | Q4 2025 | Feb 17, 2026 |
| Anson Capital, Inc. | History | Added to | 10,998 | 367 | 0.27% | 0.2% | 193 | +3,210 | 41.22% | Q4 2025 | Feb 04, 2026 |
| LOM Asset Management Ltd | History | No change | 11,000 | 367 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 10,725 | 358 | 0.04% | 0.03% | 195 | +2,026 | 23.29% | Q4 2025 | Feb 06, 2026 |
| Sterling Investment Counsel, LLC | History | New | 10,398 | 357 | 0.1% | — | 196 | +10,398 | New | Q4 2025 | Jan 27, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 10,618 | 355 | 0.15% | 0.24% | 197 | +927 | 9.57% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,584 | 354 | 0.0% | 0.0% | 198 | -395 | -3.6% | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 10,556 | 353 | 0.02% | 0.02% | 199 | +6 | 0.06% | Q4 2025 | Jan 29, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 10,520 | 351 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,238 | 342 | 0.01% | 0.01% | 201 | +6,822 | 199.71% | Q4 2025 | Feb 04, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 10,174 | 340 | 0.1% | 0.11% | 202 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| VICUS CAPITAL | History | Reduced | 10,161 | 339 | 0.03% | 0.03% | 203 | -2,255 | -18.16% | Q4 2025 | Jan 22, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 10,110 | 338 | 0.23% | 0.3% | 204 | -2,410 | -19.25% | Q4 2025 | Feb 09, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 10,102 | 337 | 0.12% | 0.16% | 205 | -1,683 | -14.28% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 9,966 | 333 | 0.02% | 0.02% | 207 | -466 | -4.47% | Q4 2025 | Jan 26, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,956 | 333 | 0.01% | 0.01% | 206 | +90 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 9,829 | 328 | 0.07% | 0.08% | 208 | -550 | -5.3% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 9,688 | 324 | 0.01% | 0.01% | 209 | -1,178 | -10.84% | Q4 2025 | Jan 30, 2026 |
| Dakota Wealth Management | History | No change | 9,593 | 320 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 9,394 | 314 | 0.12% | 0.11% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 9,378 | 313 | 0.02% | 0.02% | 212 | +2,125 | 29.3% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 9,213 | 308 | 0.01% | 0.01% | 213 | +16 | 0.17% | Q4 2025 | Jan 09, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 9,070 | 303 | 0.15% | 0.15% | 214 | -400 | -4.22% | Q4 2025 | Feb 05, 2026 |
| VestGen Advisors, LLC | History | New | 8,964 | 299 | 0.01% | — | 215 | +8,964 | New | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Reduced | 8,898 | 297 | 0.11% | 0.12% | 216 | -331 | -3.59% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 8,860 | 296 | 0.02% | 0.02% | 217 | -500 | -5.34% | Q4 2025 | Feb 02, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 8,771 | 293 | 0.02% | 0.02% | 218 | -765 | -8.02% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,720 | 292 | 0.0% | 0.0% | 219 | -955 | -9.87% | Q4 2025 | Jan 05, 2026 |
| MAI Capital Management | History | Reduced | 8,488 | 283 | 0.0% | 0.0% | 220 | -7 | -0.08% | Q4 2025 | Feb 13, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 8,340 | 278 | 0.06% | 0.07% | 221 | -250 | -2.91% | Q4 2025 | Jan 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,108 | 273 | 0.02% | 0.02% | 222 | -1,145 | -12.37% | Q4 2025 | Jan 15, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 8,105 | 271 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,972 | 266 | 0.01% | 0.01% | 225 | -1,002 | -11.17% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,968 | 266 | 0.02% | 0.02% | 224 | -335 | -4.03% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Reduced | 7,904 | 264 | 0.01% | 0.02% | 226 | -7,576 | -48.94% | Q4 2025 | Feb 02, 2026 |
| Berger Financial Group, Inc | History | No change | 7,874 | 263 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wick Capital Partners, LLC | History | No change | 7,888 | 263 | 0.05% | 0.06% | 228 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| VANCE WEALTH, LLC | History | No change | 7,728 | 258 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 7,483 | 250 | 0.0% | 0.0% | 230 | -377 | -4.8% | Q4 2025 | Feb 19, 2026 |
| Trilogy Capital Inc. | History | No change | 7,476 | 250 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 7,333 | 245 | 0.07% | 0.07% | 232 | +902 | 14.03% | Q4 2025 | Feb 05, 2026 |
| TigerOak Management, L.L.C. | History | No change | 7,324 | 244 | 0.07% | 0.08% | 233 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bison Wealth, LLC | History | New | 7,009 | 243 | 0.03% | — | 234 | +7,009 | New | Q4 2025 | Mar 24, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 7,099 | 237 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | Added to | 7,011 | 235 | 0.0% | 0.0% | 236 | +738 | 11.76% | Q4 2025 | Feb 10, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 7,000 | 234 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 6,871 | 229 | 0.0% | — | 238 | +6,871 | New | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,163 | 225 | 0.01% | 0.0% | 239 | +1,328 | 19.43% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,628 | 221 | 0.0% | 0.0% | 240 | +449 | 7.27% | Q4 2025 | Feb 13, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 6,565 | 219 | 0.1% | 0.15% | 241 | -2,500 | -27.58% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,485 | 216 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,422 | 214 | 0.0% | 0.0% | 243 | +4,455 | 226.49% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Added to | 6,353 | 212 | 0.01% | 0.01% | 244 | +1,013 | 18.97% | Q4 2025 | Feb 11, 2026 |
| Wrenne Financial Planning LLC | History | No change | 6,346 | 212 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 6,290 | 210 | 0.12% | 0.12% | 246 | +7 | 0.11% | Q4 2025 | Jan 30, 2026 |
| Fiduciary Group, LLC | History | No change | 6,240 | 208 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clark Asset Management, LLC | History | New | 6,183 | 206 | 0.02% | — | 249 | +6,183 | New | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 6,159 | 206 | 0.01% | — | 248 | +6,159 | New | Q4 2025 | Jan 29, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 6,113 | 204 | 0.04% | 0.05% | 251 | -79 | -1.28% | Q4 2025 | Jan 22, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 6,114 | 204 | 0.1% | 0.11% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilltop Partners LLC | History | No change | 6,024 | 201 | 0.05% | 0.06% | 252 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,471 | 183 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caldwell Trust Co | History | No change | 5,480 | 183 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 5,170 | 172 | 0.03% | 0.04% | 255 | -1,149 | -18.18% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 5,052 | 168 | 0.02% | — | 256 | +5,052 | New | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 4,264 | 142 | 0.0% | — | 257 | +4,264 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,587 | 119 | 0.0% | 0.0% | 258 | -286 | -7.38% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,386 | 113 | 0.09% | 0.16% | 259 | -1,366 | -28.75% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | No change | 3,242 | 109 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,249 | 108 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Viewpoint Capital Management LLC | History | No change | 2,856 | 95 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,632 | 88 | 0.0% | 0.0% | 263 | +24 | 0.92% | Q4 2025 | Jan 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,565 | 86 | 0.03% | 0.03% | 265 | +22 | 0.87% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | No change | 2,574 | 86 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,560 | 85 | 0.0% | 0.0% | 266 | -1,044 | -28.97% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,317 | 77 | 0.03% | 0.03% | 267 | -309 | -11.77% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,190 | 73 | 0.01% | 0.01% | 268 | +37 | 1.72% | Q4 2025 | Jan 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,070 | 69 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | No change | 1,944 | 65 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Heritage Wealth Advisors | History | No change | 1,769 | 59 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,702 | 56 | 0.0% | — | 272 | +1,702 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,649 | 55 | 0.0% | — | 273 | +1,649 | New | Q4 2025 | Jan 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,597 | 53 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BlackRock, Inc. | History | New | 1,567 | 52 | 0.0% | — | 276 | +1,567 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,580 | 52 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bank of New Hampshire | History | New | 1,540 | 51 | 0.01% | — | 277 | +1,540 | New | Q4 2025 | Mar 16, 2026 |
| Fairman Group, LLC | History | No change | 1,518 | 50 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | No change | 1,475 | 49 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,425 | 47 | 0.0% | 0.0% | 280 | +3 | 0.21% | Q4 2025 | Feb 03, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,278 | 42 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | Added to | 1,250 | 41 | 0.02% | 0.02% | 282 | +11 | 0.89% | Q4 2025 | Jan 23, 2026 |
| Asset Planning,Inc | History | No change | 1,050 | 35 | 0.02% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,034 | 34 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kennebec Savings Bank | History | No change | 1,030 | 34 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,000 | 33 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Missouri Trust & Investment Co | History | No change | 975 | 32 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 953 | 31 | 0.0% | — | 288 | +953 | New | Q4 2025 | Jan 30, 2026 |
| SFAM, LLC | History | New | 934 | 31 | 0.03% | — | 289 | +934 | New | Q4 2025 | Feb 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 891 | 29 | 0.0% | — | 290 | +891 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | New | 834 | 27 | 0.01% | — | 291 | +834 | New | Q4 2025 | Feb 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 810 | 27 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 735 | 24 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| United Community Bank | History | No change | 662 | 22 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 573 | 19 | 0.0% | 0.0% | 295 | -30 | -4.98% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 561 | 18 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 548 | 18 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 480 | 17 | 0.0% | 0.0% | 299 | +4 | 0.84% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | No change | 525 | 17 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | New | 500 | 16 | 0.0% | — | 301 | +500 | New | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 468 | 16 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 468 | 15 | 0.01% | — | 303 | +468 | New | Q4 2025 | Feb 18, 2026 |
| North Star Investment Management Corp. | History | New | 460 | 15 | 0.0% | — | 302 | +460 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 404 | 14 | 0.0% | 0.0% | 304 | +365 | 935.9% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 369 | 12 | 0.0% | — | 305 | +369 | New | Q4 2025 | Feb 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | New | 339 | 11 | 0.01% | — | 306 | +339 | New | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 300 | 10 | 0.01% | — | 307 | +300 | New | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 254 | 8 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Piscataqua Savings Bank | History | No change | 258 | 8 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BAYBAN | History | New | 235 | 7 | 0.01% | — | 313 | +235 | New | Q4 2025 | Mar 05, 2026 |
| Strive Financial Group ,LLC | History | New | 220 | 7 | 0.0% | — | 312 | +220 | New | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 210 | 7 | 0.0% | — | 310 | +210 | New | Q4 2025 | Feb 17, 2026 |
| Eukles Asset Management | History | No change | 234 | 7 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 182 | 6 | 0.0% | 0.0% | 316 | +101 | 124.69% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 186 | 6 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 152 | 5 | 0.0% | 0.0% | 317 | +1 | 0.66% | Q4 2025 | Feb 10, 2026 |
| Inlight Wealth Management, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | No change | 158 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 134 | 4 | 0.0% | 0.0% | 321 | +2 | 1.52% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 145 | 4 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 134 | 4 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 93 | 3 | 0.0% | 0.01% | 324 | -3,904 | -97.67% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 105 | 3 | 0.0% | — | 327 | +105 | New | Q4 2025 | Feb 19, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 107 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| REAP Financial Group, LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 51 | 1 | 0.0% | 0.0% | 330 | +1 | 2.0% | Q4 2025 | Feb 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IMG Wealth Management, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -133,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -71,736 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,520 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,750 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VISTA CAPITAL PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,365 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,206 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,016 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,785 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -1,523 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -793 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -159 | -99.38% | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clearstead Trust, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |