WisdomTree Trust - DES
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 | 2,828,155 | 115,049 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,443,644 | 99,407 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,397,957 | 56,868 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 1,343,918 | 54,670 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 1,339,636 | 54,496 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 1,045,207 | 42,519 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 870,701 | 35,420 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 854,626 | 34,865 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 822,698 | 33,467 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 748,428 | 30,446 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 741,283 | 30,155 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 712,899 | 29,000 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 686,604 | 27,932 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 419,458 | 17,071 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 334,790 | 13,619 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 327,587 | 13,326 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | No change | 324,017 | 13,181 | 0.31% | 0.31% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | No change | 293,475 | 11,932 | 0.14% | 0.14% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 286,502 | 11,654 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 281,370 | 11,446 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 268,651 | 10,928 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 249,762 | 10,160 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 234,957 | 9,558 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Curi Capital, LLC | History | No change | 224,123 | 9,117 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 212,265 | 8,634 | 0.24% | 0.24% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 210,229 | 8,552 | 4.99% | 4.99% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HC Advisors, LLC | History | No change | 206,337 | 8,393 | 5.1% | 5.1% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 202,258 | 8,228 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Map LLC | History | No change | 189,509 | 7,720 | 3.51% | 3.51% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Melone Private Wealth, LLC | History | No change | 173,362 | 7,052 | 2.69% | 2.69% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 168,384 | 6,839 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascade Financial Partners, LLC | History | No change | 157,674 | 6,414 | 0.56% | 0.56% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 156,000 | 6,346 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | Added to | 167,110 | 6,333 | 3.26% | 3.45% | 34 | +4,962 | 3.06% | Q3 2026 | Oct 08, 2026 |
| Key FInancial Inc | History | No change | 155,418 | 6,322 | 1.04% | 1.04% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 150,823 | 6,135 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 149,198 | 6,069 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 140,984 | 5,735 | 0.22% | 0.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 139,847 | 5,688 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 146,092 | 5,536 | 4.93% | 5.34% | 40 | -578 | -0.39% | Q3 2026 | Oct 08, 2026 |
| CROBAN | History | No change | 129,615 | 5,272 | 2.32% | 2.32% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 128,971 | 5,247 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parcion Private Wealth LLC | History | No change | 128,500 | 5,227 | 0.29% | 0.29% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 128,207 | 5,215 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 124,232 | 5,053 | 4.53% | 4.53% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 121,735 | 4,952 | 2.5% | 2.5% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 113,225 | 4,547 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 103,830 | 4,223 | 0.19% | 0.19% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 100,523 | 4,089 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evanson Financial, LLC | History | No change | 91,178 | 3,709 | 0.18% | 0.18% | 50 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | No change | 86,095 | 3,502 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 86,110 | 3,502 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 85,644 | 3,484 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 78,490 | 3,193 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 78,361 | 3,187 | 1.49% | 1.49% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farmers National Bank | History | No change | 75,796 | 3,083 | 0.64% | 0.64% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 73,900 | 3,006 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 73,407 | 2,986 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 78,200 | 2,963 | 1.52% | 1.59% | 59 | +2,945 | 3.91% | Q3 2026 | Oct 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 71,231 | 2,897 | 0.56% | 0.56% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 70,986 | 2,887 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 70,809 | 2,880 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 70,780 | 2,879 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 70,085 | 2,851 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 68,545 | 2,788 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 66,967 | 2,724 | 1.54% | 1.54% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Analysts, LLC | History | No change | 65,910 | 2,681 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 61,398 | 2,497 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 59,927 | 2,437 | 0.49% | 0.49% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 59,026 | 2,401 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspen Investment Management Inc | History | No change | 58,678 | 2,387 | 0.64% | 0.64% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 58,393 | 2,375 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 57,791 | 2,350 | 0.23% | 0.23% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 57,354 | 2,333 | 0.21% | 0.21% | 74 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 56,955 | 2,316 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 56,120 | 2,283 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 55,734 | 2,267 | 0.29% | 0.29% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 55,611 | 2,262 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwest Trust Co | History | No change | 55,283 | 2,248 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 54,670 | 2,223 | 0.58% | 0.58% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 52,981 | 2,155 | 1.14% | 1.14% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | No change | 52,867 | 2,150 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 52,099 | 2,119 | 1.28% | 1.28% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 51,844 | 2,109 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50,460 | 2,050 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,896 | 2,042 | 0.01% | 0.02% | 86 | +5,512 | 11.39% | Q3 2026 | Oct 08, 2026 |
| JNBA Financial Advisors | History | No change | 49,918 | 2,030 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Powers Advisory Group, LLC | History | No change | 48,890 | 1,988 | 0.62% | 0.62% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ascent Group, LLC | History | No change | 48,715 | 1,981 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Investment Research Partners LLC | History | No change | 47,948 | 1,950 | 0.66% | 0.66% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 46,138 | 1,876 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 44,821 | 1,823 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESBANCO BANK INC | History | No change | 42,857 | 1,743 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INVESTED ADVISORS | History | No change | 42,836 | 1,742 | 1.54% | 1.54% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 40,797 | 1,659 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Old North State Wealth Management, LLC | History | No change | 40,663 | 1,654 | 0.71% | 0.71% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,395 | 1,643 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| F&V Capital Management, LLC | History | No change | 40,105 | 1,631 | 0.3% | 0.3% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Platform Technology Partners | History | No change | 39,781 | 1,618 | 0.26% | 0.26% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 37,815 | 1,538 | 0.64% | 0.64% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | No change | 37,933 | 1,481 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 36,307 | 1,476 | 0.31% | 0.31% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 35,184 | 1,431 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 39,695 | 1,427 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 35,057 | 1,426 | 0.14% | 0.14% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 34,306 | 1,395 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 36,599 | 1,387 | 0.16% | 0.17% | 107 | -126 | -0.34% | Q3 2026 | Oct 08, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 33,778 | 1,374 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Independence Bank of Kentucky | History | No change | 33,451 | 1,360 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 33,305 | 1,354 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 32,708 | 1,330 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 32,717 | 1,330 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 33,132 | 1,330 | 0.21% | 0.21% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apollon Wealth Management, LLC | History | No change | 32,512 | 1,322 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 32,404 | 1,318 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 31,150 | 1,267 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COWA, LLC | History | No change | 29,371 | 1,194 | 0.3% | 0.3% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abundance Wealth Counselors | History | No change | 29,204 | 1,188 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NBT BANK, N.A. | History | No change | 28,839 | 1,173 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 27,545 | 1,120 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 27,412 | 1,115 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 27,260 | 1,108 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 26,411 | 1,074 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 26,420 | 1,074 | 0.5% | 0.5% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 25,752 | 1,047 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HBK Sorce Advisory LLC | History | No change | 25,334 | 1,046 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 25,566 | 1,040 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 25,480 | 1,036 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | No change | 25,458 | 1,035 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Reduced | 25,957 | 992 | 0.01% | 0.01% | 130 | -500 | -1.89% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 23,936 | 973 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 23,591 | 959 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FMR LLC | History | No change | 23,290 | 947 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 23,247 | 945 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 23,018 | 936 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Composition Wealth, LLC | History | No change | 23,014 | 936 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SMITH, MOORE & CO. | History | No change | 22,872 | 930 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 22,622 | 920 | 0.31% | 0.31% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 22,417 | 911 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewSquare Capital LLC | History | No change | 22,140 | 900 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21,680 | 881 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 20,775 | 845 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BROWN ADVISORY INC | History | No change | 20,299 | 825 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,190 | 821 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 20,160 | 820 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Columbia River Financial Group, LLC | History | No change | 20,070 | 816 | 0.44% | 0.44% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 19,999 | 813 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 19,459 | 791 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 19,399 | 789 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 19,292 | 784 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 18,993 | 772 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 18,934 | 770 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 18,723 | 761 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 20,012 | 758 | 0.41% | 0.44% | 154 | +570 | 2.93% | Q3 2026 | Oct 08, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 17,614 | 716 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,537 | 713 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 17,434 | 709 | 0.19% | 0.19% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 17,415 | 708 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 17,378 | 706 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Seek First Inc. | History | No change | 17,194 | 699 | 0.44% | 0.44% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avail Investment Partners, LLC | History | No change | 16,733 | 680 | 0.52% | 0.52% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | No change | 16,587 | 674 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, LLC | History | No change | 16,274 | 662 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOM Asset Management Ltd | History | No change | 16,200 | 659 | 0.17% | 0.17% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 16,069 | 653 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 15,740 | 640 | 0.52% | 0.52% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,428 | 627 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 15,245 | 620 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 15,103 | 614 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 15,093 | 613 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,918 | 606 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 14,832 | 603 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Buchholz LLC | History | No change | 14,841 | 603 | 0.22% | 0.22% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Hampshire Trust | History | No change | 14,374 | 584 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 14,264 | 580 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 14,241 | 579 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 14,221 | 578 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sigma Planning Corp | History | No change | 14,140 | 575 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkos Global Advisors | History | No change | 13,884 | 565 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 13,724 | 558 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,542 | 550 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,520 | 549 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 13,436 | 546 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 13,249 | 538 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Advisors Network LLC | History | No change | 13,000 | 528 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 12,905 | 524 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McNamara Financial Services, Inc. | History | No change | 12,869 | 523 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sharper & Granite LLC | History | No change | 12,860 | 523 | 0.16% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 12,594 | 512 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anson Capital, Inc. | History | No change | 12,398 | 504 | 0.33% | 0.33% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JT Stratford LLC | History | No change | 12,365 | 502 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | No change | 12,055 | 490 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,972 | 487 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 11,801 | 480 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,732 | 477 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 11,580 | 471 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,585 | 470 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 11,284 | 459 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Collar Capital Management, LLC | History | No change | 11,193 | 455 | 0.27% | 0.27% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 10,953 | 445 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 10,807 | 439 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prepared Retirement Institute LLC | History | No change | 10,382 | 422 | 0.18% | 0.18% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 10,174 | 413 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 10,138 | 412 | 0.16% | 0.16% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montecito Bank & Trust | History | Reduced | 10,769 | 408 | 0.06% | 0.08% | 205 | -2,010 | -15.73% | Q3 2026 | Oct 01, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 10,049 | 408 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 10,021 | 407 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TigerOak Management, L.L.C. | History | No change | 10,026 | 407 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 10,000 | 406 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 9,908 | 403 | 0.17% | 0.17% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 9,829 | 399 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,699 | 394 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Insight Wealth Advisors | History | No change | 9,654 | 392 | 0.12% | 0.12% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,556 | 388 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 9,454 | 384 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 9,099 | 370 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 9,075 | 369 | 0.2% | 0.2% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 8,820 | 358 | 0.15% | 0.15% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,823 | 358 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 8,690 | 353 | 0.21% | 0.21% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 8,638 | 351 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,608 | 350 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | No change | 8,603 | 349 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,588 | 349 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verdence Capital Advisors LLC | History | No change | 8,587 | 349 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Axis Wealth Partners, LLC | History | No change | 8,527 | 346 | 0.17% | 0.17% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 8,434 | 343 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PFG Investments, LLC | History | No change | 8,379 | 340 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 8,355 | 339 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 8,263 | 336 | 0.08% | 0.08% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICUS CAPITAL | History | No change | 8,050 | 327 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 7,980 | 324 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 7,939 | 322 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Berger Financial Group, Inc | History | No change | 7,874 | 320 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wick Capital Partners, LLC | History | No change | 7,888 | 320 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,658 | 311 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 7,579 | 308 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trilogy Capital Inc. | History | No change | 7,496 | 304 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,426 | 302 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 7,397 | 300 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 7,393 | 300 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 7,262 | 295 | 0.16% | 0.16% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 7,236 | 294 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,234 | 294 | 0.11% | 0.11% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,134 | 289 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 7,099 | 288 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bison Wealth, LLC | History | No change | 7,094 | 285 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 7,000 | 284 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | No change | 6,786 | 276 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 6,767 | 275 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 6,635 | 269 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 6,596 | 268 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockingstone Advisors LLC | History | No change | 6,565 | 267 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Causey Wealth LLC | History | No change | 6,563 | 266 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,485 | 263 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argyle Capital Partners, LLC | History | No change | 6,487 | 263 | 0.17% | 0.17% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | No change | 6,409 | 260 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wrenne Financial Planning LLC | History | No change | 6,347 | 258 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Group, LLC | History | No change | 6,240 | 253 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clark Asset Management, LLC | History | No change | 6,183 | 251 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | No change | 6,164 | 250 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 6,152 | 250 | 0.09% | 0.09% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,159 | 250 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hilltop Partners LLC | History | No change | 6,024 | 245 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accredited Investors Inc. | History | No change | 5,906 | 240 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 5,910 | 240 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 5,863 | 238 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,764 | 234 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 5,692 | 231 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Philanthropic Trust | History | No change | 5,670 | 230 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | No change | 5,607 | 230 | 0.11% | 0.11% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triton Financial Group Inc | History | No change | 5,561 | 226 | 0.13% | 0.13% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Caldwell Trust Co | History | No change | 5,480 | 222 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,362 | 218 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,348 | 217 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 5,346 | 217 | 0.1% | 0.1% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 5,299 | 215 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 5,216 | 212 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 5,110 | 207 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,095 | 207 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,002 | 203 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,012 | 203 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,000 | 203 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 5,010 | 203 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 4,981 | 202 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 5,316 | 201 | 0.01% | 0.01% | 286 | +32 | 0.61% | Q3 2026 | Oct 02, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 4,936 | 200 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| River Street Advisors LLC | History | No change | 4,734 | 192 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 4,904 | 185 | 0.02% | 0.02% | 289 | -148 | -2.93% | Q3 2026 | Oct 07, 2026 |
| Versant Capital Management, Inc | History | No change | 4,432 | 167 | 0.01% | 0.02% | 290 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Continuum Advisory, LLC | History | No change | 4,034 | 164 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,684 | 149 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,674 | 149 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,459 | 140 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,249 | 132 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 3,220 | 130 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Colonial Trust Co / SC | History | No change | 3,157 | 128 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,000 | 122 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,009 | 122 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Viewpoint Capital Management LLC | History | No change | 2,856 | 116 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |