WisdomTree Trust - DGRS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 617,509 | 36,651 | 0.01% | 0.01% | 1 | +58,653 | 10.5% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 535,104 | 31,760 | 0.0% | 0.0% | 2 | +13,866 | 2.66% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 289,800 | 17,200 | 1.3% | 1.23% | 3 | +8,221 | 2.92% | Q2 2026 | Jul 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 167,788 | 9,958 | 0.0% | 0.0% | 4 | -12,716 | -7.04% | Q2 2026 | Aug 14, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 148,480 | 8,813 | 0.74% | 0.72% | 5 | +4,386 | 3.04% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 141,714 | 8,411 | 0.0% | 0.0% | 6 | -85,250 | -37.56% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Added to | 127,703 | 7,579 | 0.8% | 0.81% | 7 | +3,036 | 2.44% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 116,618 | 6,921 | 0.01% | 0.0% | 8 | +97,959 | 525.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 101,805 | 6,042 | 0.01% | 0.01% | 9 | -3,107 | -2.96% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 99,718 | 5,918 | 0.0% | 0.0% | 10 | -6,551 | -6.16% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 97,427 | 5,782 | 0.07% | 0.09% | 11 | +3,402 | 3.62% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | Reduced | 97,128 | 5,764 | 0.42% | 0.44% | 12 | -6,056 | -5.87% | Q2 2026 | Jul 24, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 96,203 | 5,709 | 0.25% | 0.24% | 13 | -4,490 | -4.46% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 83,919 | 4,981 | 0.0% | 0.0% | 14 | -5,811 | -6.48% | Q2 2026 | Aug 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 79,482 | 4,717 | 2.6% | 2.66% | 15 | +801 | 1.02% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 75,781 | 4,497 | 0.16% | — | 16 | +75,781 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 63,280 | 3,755 | 0.01% | 0.01% | 17 | -21,150 | -25.05% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 61,142 | 3,629 | 3.25% | 3.36% | 18 | -5,147 | -7.76% | Q2 2026 | Jul 16, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 52,788 | 3,133 | 0.35% | 0.34% | 19 | -2,413 | -4.37% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Reduced | 48,378 | 2,871 | 0.07% | 0.03% | 20 | -5,978 | -11.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 44,868 | 2,663 | 0.03% | 0.03% | 21 | -1,864 | -3.99% | Q2 2026 | Aug 11, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | Added to | 43,205 | 2,564 | 1.33% | 1.32% | 22 | +890 | 2.1% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 48,264 | 2,555 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 40,184 | 2,385 | 0.71% | 0.48% | 24 | +3,266 | 8.85% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 36,014 | 2,137 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | Reduced | 35,508 | 2,107 | 0.1% | 0.12% | 26 | -5 | -0.01% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 33,300 | 1,976 | 0.0% | 0.0% | 27 | -10 | -0.03% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,257 | 1,914 | 0.01% | 0.01% | 28 | +2,761 | 9.36% | Q2 2026 | Jul 27, 2026 |
| LifeWealth Investments, LLC | History | Added to | 31,831 | 1,889 | 0.5% | 0.45% | 29 | +3,503 | 12.37% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 30,504 | 1,810 | 0.0% | 0.0% | 30 | +1,835 | 6.4% | Q2 2026 | Aug 03, 2026 |
| Everstar Asset Management, LLC | History | Added to | 30,019 | 1,781 | 0.86% | 0.73% | 31 | +4,215 | 16.33% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,861 | 1,594 | 0.0% | 0.0% | 32 | +6,159 | 29.75% | Q2 2026 | Jul 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 20,300 | 1,204 | 0.08% | 0.06% | 33 | +6,115 | 43.11% | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 18,500 | 1,098 | 0.0% | 0.0% | 34 | -10,600 | -36.43% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 17,940 | 1,064 | 0.0% | 0.0% | 35 | -293 | -1.61% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,327 | 969 | 0.0% | 0.0% | 36 | -167 | -1.01% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,272 | 960 | 0.0% | 0.0% | 37 | +279 | 1.74% | Q2 2026 | Aug 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 15,681 | 930 | 0.15% | 0.17% | 38 | -544 | -3.35% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 14,907 | 884 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 13,442 | 797 | 0.0% | 0.0% | 40 | +12 | 0.09% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,677 | 752 | 0.01% | 0.01% | 41 | +361 | 2.93% | Q2 2026 | Aug 03, 2026 |
| Sovran Advisors, LLC | History | Reduced | 11,258 | 681 | 0.05% | 0.05% | 42 | -453 | -3.87% | Q2 2026 | Jul 29, 2026 |
| Team Financial Group, LLC | History | Added to | 10,044 | 596 | 0.25% | 0.24% | 43 | +35 | 0.35% | Q2 2026 | Jul 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,979 | 592 | 0.0% | 0.0% | 44 | -246 | -2.41% | Q2 2026 | Aug 12, 2026 |
| WealthPoint Financial, LLC | History | Added to | 9,970 | 591 | 0.43% | 0.43% | 45 | +167 | 1.7% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | Reduced | 9,587 | 569 | 0.01% | 0.01% | 46 | -239 | -2.43% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 9,179 | 544 | 0.08% | 0.08% | 47 | -243 | -2.58% | Q2 2026 | Jul 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,920 | 529 | 0.01% | 0.01% | 48 | +687 | 8.34% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 8,919 | 529 | 0.22% | 0.21% | 49 | +337 | 3.93% | Q2 2026 | Jul 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 8,865 | 526 | 0.01% | 0.02% | 50 | -236 | -2.59% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,743 | 518 | 0.0% | — | 51 | +8,743 | New | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 9,052 | 500 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 8,100 | 480 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 8,076 | 479 | 0.06% | — | 54 | +8,076 | New | Q2 2026 | Aug 12, 2026 |
| Opes Wealth Management LLC | History | No change | 8,868 | 469 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,815 | 463 | 0.01% | 0.01% | 56 | -1,977 | -20.19% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | Added to | 7,765 | 460 | 0.11% | 0.11% | 57 | +460 | 6.3% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 7,976 | 448 | 0.0% | 0.0% | 58 | +4,144 | 108.14% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,490 | 446 | 0.0% | 0.0% | 59 | +470 | 6.7% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,380 | 438 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,365 | 437 | 0.0% | 0.0% | 61 | -965 | -11.58% | Q2 2026 | Aug 19, 2026 |
| FMR LLC | History | Added to | 7,128 | 423 | 0.0% | 0.0% | 62 | +5,000 | 234.96% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 6,780 | 402 | 0.24% | 0.22% | 63 | +1 | 0.01% | Q2 2026 | Jul 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,496 | 386 | 0.0% | 0.0% | 64 | +462 | 7.66% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,502 | 385 | 0.0% | — | 65 | +6,502 | New | Q2 2026 | Sep 02, 2026 |
| Quartz Partners, LLC | History | Added to | 6,486 | 384 | 0.13% | 0.12% | 66 | +384 | 6.29% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 6,424 | 381 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 7,152 | 378 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,283 | 372 | 0.0% | 0.0% | 69 | +5 | 0.08% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,302 | 370 | 0.0% | 0.0% | 70 | -468 | -6.91% | Q2 2026 | Jul 15, 2026 |
| RMR Wealth Builders | History | Reduced | 6,167 | 366 | 0.02% | 0.03% | 71 | -165 | -2.61% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,947 | 352 | 0.0% | 0.0% | 72 | -252 | -4.07% | Q2 2026 | Aug 13, 2026 |
| Joseph Group Capital Management | History | Reduced | 5,923 | 351 | 0.07% | 0.08% | 73 | -159 | -2.61% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 5,727 | 339 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 5,579 | 331 | 0.09% | 0.09% | 75 | -173 | -3.01% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,432 | 322 | 0.0% | 0.0% | 76 | -2,588 | -32.27% | Q2 2026 | Jul 28, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 5,407 | 320 | 0.19% | 0.28% | 77 | -2,788 | -34.02% | Q2 2026 | Jul 21, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,372 | 318 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,317 | 315 | 0.0% | 0.0% | 79 | -121 | -2.23% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 5,146 | 305 | 0.0% | 0.0% | 80 | +567 | 12.38% | Q2 2026 | Aug 06, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 5,148 | 305 | 0.01% | 0.01% | 81 | -26 | -0.5% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | Reduced | 4,692 | 278 | 0.0% | 0.0% | 82 | -226 | -4.6% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 4,550 | 270 | 0.04% | 0.91% | 83 | -90,695 | -95.22% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 4,535 | 269 | 0.01% | 0.01% | 84 | -166 | -3.53% | Q2 2026 | Jul 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,495 | 266 | 0.0% | 0.0% | 85 | -61 | -1.34% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,381 | 260 | 0.01% | — | 86 | +4,381 | New | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,141 | 245 | 0.06% | 0.06% | 87 | -238 | -5.44% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,905 | 231 | 0.0% | — | 88 | +3,905 | New | Q2 2026 | Jul 17, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 3,766 | 223 | 0.2% | 0.2% | 89 | -170 | -4.32% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,674 | 218 | 0.0% | — | 91 | +3,674 | New | Q2 2026 | Jul 28, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,681 | 218 | 0.04% | 0.05% | 90 | -171 | -4.44% | Q2 2026 | Aug 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3,619 | 214 | 0.08% | — | 92 | +3,619 | New | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 3,527 | 209 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bison Wealth, LLC | History | Reduced | 3,473 | 204 | 0.02% | 0.02% | 94 | -446 | -11.38% | Q2 2026 | Jul 07, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,411 | 202 | 0.01% | 0.01% | 95 | -3,842 | -52.97% | Q2 2026 | Aug 04, 2026 |
| Seek First Inc. | History | New | 3,381 | 200 | 0.13% | — | 96 | +3,381 | New | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,300 | 195 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,145 | 187 | 0.01% | 0.01% | 98 | +49 | 1.58% | Q2 2026 | Aug 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,020 | 159 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,600 | 154 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,600 | 154 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,344 | 139 | 0.02% | 0.03% | 102 | -1,007 | -30.05% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,980 | 117 | 0.0% | 0.0% | 103 | -50 | -2.46% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,824 | 108 | 0.01% | 0.01% | 104 | -24 | -1.3% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 1,713 | 101 | 0.0% | — | 105 | +1,713 | New | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,244 | 73 | 0.01% | 0.01% | 106 | -167 | -11.84% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,189 | 70 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,170 | 69 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,084 | 64 | 0.0% | 0.0% | 109 | +36 | 3.44% | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | No change | 1,091 | 64 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,002 | 59 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 628 | 37 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 616 | 36 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 568 | 33 | 0.0% | — | 114 | +568 | New | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 476 | 28 | 0.0% | 0.0% | 115 | +245 | 106.06% | Q2 2026 | Jul 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 469 | 27 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 358 | 21 | 0.0% | 0.0% | 117 | +251 | 234.58% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 354 | 21 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 304 | 18 | 0.0% | 0.0% | 119 | -2,929 | -90.6% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 301 | 17 | 0.0% | 0.0% | 120 | +2 | 0.67% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | New | 285 | 16 | 0.0% | — | 121 | +285 | New | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 239 | 14 | 0.0% | 0.0% | 122 | -9 | -3.63% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 211 | 12 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 192 | 11 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 183 | 10 | 0.0% | 0.0% | 125 | +110 | 150.68% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 148 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 122 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Covestor Ltd | History | Added to | 100 | 6 | 0.0% | 0.0% | 128 | +12 | 13.64% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 51 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -235,589 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -13,144 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,260 | -100.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |