WisdomTree Trust - DGS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Reduced | 4,516,379 | 258,517 | 0.19% | 0.22% | 1 | -440,769 | -8.89% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,164,066 | 66,631 | 0.0% | 0.0% | 2 | +24,236 | 2.13% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 577,358 | 32,984 | 0.03% | 0.03% | 3 | +6,533 | 1.14% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 523,575 | 29,969 | 0.0% | 0.0% | 4 | +28,543 | 5.77% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 510,981 | 29,248 | 0.03% | 0.03% | 5 | +1,215 | 0.24% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 444,498 | 25,443 | 0.01% | 0.01% | 6 | -22,164 | -4.75% | Q4 2025 | Feb 11, 2026 |
| Unison Advisors LLC | History | Added to | 444,464 | 25,441 | 2.22% | 2.3% | 7 | +2,530 | 0.57% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 414,645 | 23,734 | 0.01% | 0.01% | 8 | +14,803 | 3.7% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 400,298 | 22,913 | 0.04% | 0.05% | 9 | +13,043 | 3.37% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 374,623 | 21,443 | 0.03% | 0.03% | 10 | -331 | -0.09% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 362,608 | 20,755 | 0.07% | 0.06% | 11 | +22,128 | 6.5% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 327,260 | 18,732 | 0.02% | 0.0% | 12 | +320,773 | 4944.86% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 306,273 | 17,531 | 0.01% | 0.01% | 13 | +29,927 | 10.83% | Q4 2025 | Feb 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 289,854 | 16,591 | 0.32% | 0.33% | 14 | +4,528 | 1.59% | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 285,367 | 16,334 | 1.43% | 1.41% | 15 | +7,770 | 2.8% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 249,868 | 14,302 | 0.12% | 0.11% | 16 | +10,895 | 4.56% | Q4 2025 | Jan 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 244,316 | 13,984 | 0.0% | 0.0% | 17 | +6,689 | 2.81% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 174,079 | 9,964 | 0.35% | 0.52% | 18 | -10,086 | -5.48% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Reduced | 172,089 | 9,850 | 0.01% | 0.02% | 19 | -4,382 | -2.48% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 169,987 | 9,730 | 0.5% | 0.45% | 20 | +19,193 | 12.73% | Q4 2025 | Jan 27, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 157,541 | 9,017 | 2.61% | 2.68% | 21 | -3,196 | -1.99% | Q4 2025 | Jan 14, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 154,439 | 8,840 | 1.06% | 1.01% | 22 | +11,312 | 7.9% | Q4 2025 | Jan 21, 2026 |
| Portland Global Advisors LLC | History | Added to | 143,794 | 8,230 | 0.88% | 0.9% | 23 | +2,404 | 1.7% | Q4 2025 | Feb 10, 2026 |
| Efficient Advisors, LLC | History | Reduced | 140,893 | 8,064 | 0.47% | 0.58% | 24 | -38,426 | -21.43% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 137,217 | 7,854 | 0.01% | 0.01% | 25 | +3,897 | 2.92% | Q4 2025 | Mar 16, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 137,119 | 7,848 | 0.8% | 0.88% | 26 | +2,072 | 1.53% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 136,355 | 7,802 | 0.0% | 0.0% | 27 | -235,417 | -63.32% | Q4 2025 | Feb 17, 2026 |
| O'Connor Financial Group LLC | History | Added to | 121,493 | 7,432 | 2.96% | 2.86% | 28 | +2,095 | 1.75% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Reduced | 129,606 | 7,418 | 0.34% | 0.39% | 29 | -13,061 | -9.15% | Q4 2025 | Feb 06, 2026 |
| Bristlecone Value Partners, LLC | History | New | 119,993 | 6,868 | 7.93% | — | 30 | +119,993 | New | Q4 2025 | Feb 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 118,279 | 6,770 | 6.4% | 5.86% | 31 | -1,322 | -1.11% | Q4 2025 | Jan 07, 2026 |
| Avos Capital Management, LLC | History | Added to | 115,606 | 6,617 | 2.89% | 3.07% | 32 | +299 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 112,149 | 6,419 | 0.29% | 0.33% | 33 | -4,831 | -4.13% | Q4 2025 | Feb 17, 2026 |
| BLUELINE ADVISORS LLC | History | New | 109,525 | 6,269 | 5.12% | — | 34 | +109,525 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 105,435 | 6,035 | 0.02% | 0.01% | 35 | +9,898 | 10.36% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 104,569 | 5,985 | 0.0% | 0.0% | 36 | -9,928 | -8.67% | Q4 2025 | Jan 29, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 96,956 | 5,549 | 2.04% | 8.36% | 37 | -257,796 | -72.67% | Q4 2025 | Feb 11, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 93,119 | 5,330 | 0.92% | 0.84% | 38 | +1,936 | 2.12% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 92,788 | 5,311 | 0.03% | 0.03% | 39 | +1,183 | 1.29% | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 92,756 | 5,309 | 0.4% | 0.39% | 40 | +3,241 | 3.62% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 84,031 | 4,809 | 0.01% | 0.01% | 41 | -5,937 | -6.6% | Q4 2025 | Feb 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 100,446 | 4,616 | 1.95% | 1.99% | 42 | +21,647 | 27.47% | Q4 2025 | Jan 23, 2026 |
| BKM Wealth Management, LLC | History | Added to | 79,660 | 4,559 | 1.67% | 1.64% | 43 | +1,852 | 2.38% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 76,158 | 4,359 | 0.0% | 0.0% | 44 | +1,913 | 2.58% | Q4 2025 | Feb 17, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 76,069 | 4,354 | 1.59% | 2.36% | 45 | -11,796 | -13.43% | Q4 2025 | Jan 23, 2026 |
| rebel Financial LLC | History | New | 70,539 | 4,037 | 1.72% | — | 46 | +70,539 | New | Q4 2025 | Mar 27, 2026 |
| Beckerman Institutional, LLC | History | Added to | 66,107 | 3,783 | 2.12% | 2.17% | 47 | +1,657 | 2.57% | Q4 2025 | Feb 10, 2026 |
| Premier Private Wealth Management LLC | History | New | 61,476 | 3,779 | 3.92% | — | 48 | +61,476 | New | Q4 2025 | Feb 11, 2026 |
| Leibman Financial Services, Inc. | History | New | 65,861 | 3,769 | 2.72% | — | 49 | +65,861 | New | Q4 2025 | Jan 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 64,526 | 3,693 | 0.01% | 0.01% | 50 | -2,234 | -3.35% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 62,823 | 3,596 | 0.0% | 0.0% | 51 | +91 | 0.15% | Q4 2025 | Feb 10, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 57,420 | 3,286 | 0.61% | 0.27% | 52 | +39,313 | 217.11% | Q4 2025 | Jan 26, 2026 |
| Econ Financial Services Corp | History | New | 56,831 | 3,253 | 1.63% | — | 53 | +56,831 | New | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 55,565 | 3,245 | 0.0% | 0.0% | 54 | +1,468 | 2.71% | Q4 2025 | Jan 08, 2026 |
| Addison Advisors LLC | History | Added to | 56,132 | 3,212 | 0.72% | 0.69% | 55 | +4,119 | 7.92% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 56,042 | 3,207 | 0.04% | 0.03% | 56 | +4,601 | 8.94% | Q4 2025 | Jan 20, 2026 |
| United Advisor Group, LLC | History | Reduced | 54,599 | 3,125 | 0.39% | 0.45% | 57 | -4,366 | -7.4% | Q4 2025 | Jan 26, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 50,647 | 2,899 | 0.53% | 0.57% | 58 | -2,789 | -5.22% | Q4 2025 | Jan 26, 2026 |
| Haven Private, LLC | History | Reduced | 49,664 | 2,842 | 1.24% | 1.26% | 59 | -193 | -0.39% | Q4 2025 | Feb 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 47,526 | 2,720 | 0.06% | 0.07% | 60 | +121 | 0.26% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 47,399 | 2,713 | 0.01% | 0.0% | 61 | +13,226 | 38.7% | Q4 2025 | Feb 11, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 43,582 | 2,494 | 0.51% | 0.54% | 62 | -1,156 | -2.58% | Q4 2025 | Feb 11, 2026 |
| Midway Capital Research & Management | History | New | 42,356 | 2,424 | 2.36% | — | 63 | +42,356 | New | Q4 2025 | Mar 03, 2026 |
| Occidental Asset Management, LLC | History | Added to | 41,874 | 2,396 | 0.29% | 0.3% | 65 | +436 | 1.05% | Q4 2025 | Jan 08, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 41,865 | 2,396 | 0.4% | 0.39% | 64 | +395 | 0.95% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 40,630 | 2,326 | 0.0% | — | 66 | +40,630 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 40,339 | 2,309 | 0.04% | 0.05% | 67 | +690 | 1.74% | Q4 2025 | Feb 06, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 39,885 | 2,283 | 0.69% | 0.72% | 68 | +10 | 0.03% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 38,350 | 2,195 | 0.0% | 0.0% | 70 | +17,158 | 80.96% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 38,357 | 2,195 | 0.03% | 0.03% | 69 | -480 | -1.24% | Q4 2025 | Feb 05, 2026 |
| Texas Yale Capital Corp. | History | Added to | 38,284 | 2,191 | 0.07% | 0.07% | 71 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 36,139 | 2,068 | 0.03% | 0.04% | 72 | -32,360 | -47.24% | Q4 2025 | Feb 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 36,115 | 2,067 | 0.68% | 0.69% | 73 | +1,307 | 3.75% | Q4 2025 | Feb 17, 2026 |
| Sound Stewardship, LLC | History | Added to | 35,896 | 2,054 | 0.98% | 0.98% | 74 | +154 | 0.43% | Q4 2025 | Jan 30, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 34,845 | 1,994 | 0.72% | 0.75% | 75 | +15 | 0.04% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 34,800 | 1,992 | 0.0% | 0.0% | 76 | +2,433 | 7.52% | Q4 2025 | Feb 13, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 34,127 | 1,953 | 1.21% | 1.23% | 77 | -492 | -1.42% | Q4 2025 | Jan 12, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 33,399 | 1,911 | 1.46% | 1.48% | 78 | +1,089 | 3.37% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,343 | 1,851 | 0.01% | 0.01% | 79 | -117 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 30,964 | 1,772 | 0.03% | 0.04% | 80 | -331 | -1.06% | Q4 2025 | Jan 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 30,664 | 1,755 | 0.06% | — | 81 | +30,664 | New | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 27,829 | 1,592 | 0.01% | 0.01% | 82 | -50 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 24,003 | 1,480 | 0.28% | 0.26% | 83 | +1,299 | 5.72% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Added to | 22,731 | 1,300 | 0.0% | 0.0% | 84 | +674 | 3.06% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | Reduced | 21,240 | 1,240 | 0.01% | 0.02% | 85 | -2,154 | -9.21% | Q4 2025 | Jan 26, 2026 |
| Lifetime Wealth Management P.C. | History | New | 21,623 | 1,237 | 0.78% | — | 86 | +21,623 | New | Q4 2025 | Mar 25, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 21,054 | 1,205 | 0.07% | 0.07% | 87 | -439 | -2.04% | Q4 2025 | Jan 12, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 20,887 | 1,195 | 0.47% | — | 88 | +20,887 | New | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 19,883 | 1,138 | 0.02% | 0.02% | 89 | -88 | -0.44% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 19,635 | 1,123 | 0.06% | 0.06% | 90 | -126 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Financial Harvest, LLC | History | Added to | 19,418 | 1,111 | 0.69% | 0.68% | 91 | +1,675 | 9.44% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,035 | 1,089 | 0.02% | — | 92 | +19,035 | New | Q4 2025 | Feb 17, 2026 |
| London & Capital Asset Management Ltd | History | New | 18,870 | 1,078 | 0.01% | — | 93 | +18,870 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,662 | 1,068 | 0.0% | 0.0% | 94 | -515 | -2.69% | Q4 2025 | Feb 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 18,107 | 1,036 | 0.29% | 0.29% | 95 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | Added to | 15,314 | 876 | 0.38% | 0.4% | 96 | +368 | 2.46% | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 15,218 | 871 | 0.35% | 0.4% | 97 | -547 | -3.47% | Q4 2025 | Jan 15, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 14,763 | 845 | 0.18% | 0.25% | 98 | -5,554 | -27.34% | Q4 2025 | Jan 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 14,686 | 840 | 0.57% | — | 99 | +14,686 | New | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 14,510 | 831 | 0.0% | 0.0% | 100 | +1,595 | 12.35% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 13,798 | 789 | 0.0% | 0.0% | 101 | +10,038 | 266.97% | Q4 2025 | Mar 25, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 13,120 | 750 | 0.01% | 0.01% | 102 | -203 | -1.52% | Q4 2025 | Jan 21, 2026 |
| Biltmore Family Office, LLC | History | Added to | 13,054 | 747 | 0.1% | 0.11% | 103 | +66 | 0.51% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,956 | 741 | 0.01% | — | 104 | +12,956 | New | Q4 2025 | Feb 18, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 12,847 | 735 | 0.09% | 0.1% | 105 | -1,940 | -13.12% | Q4 2025 | Jan 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 12,671 | 725 | 0.05% | 0.05% | 106 | -42 | -0.33% | Q4 2025 | Feb 17, 2026 |
| Astra Wealth Partners LLC | History | Added to | 12,626 | 722 | 0.42% | 0.44% | 107 | +1,053 | 9.1% | Q4 2025 | Feb 02, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 12,451 | 713 | 0.05% | 0.05% | 108 | -224 | -1.77% | Q4 2025 | Feb 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,873 | 679 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Everest Management Corp. | History | Added to | 11,646 | 666 | 0.37% | 0.42% | 110 | +11 | 0.09% | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 11,169 | 662 | 0.02% | 0.1% | 111 | -42,251 | -79.09% | Q4 2025 | Jan 23, 2026 |
| Matisse Capital | History | No change | 11,518 | 659 | 0.29% | 0.3% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | Reduced | 11,508 | 658 | 0.01% | 0.03% | 113 | -16,170 | -58.42% | Q4 2025 | Jan 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 11,176 | 639 | 0.04% | — | 114 | +11,176 | New | Q4 2025 | Feb 11, 2026 |
| NWAM LLC | History | Added to | 10,335 | 637 | 0.04% | 0.03% | 115 | +298 | 2.97% | Q4 2025 | Feb 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 10,699 | 612 | 0.07% | 0.07% | 116 | +661 | 6.58% | Q4 2025 | Feb 18, 2026 |
| Columbus Macro, LLC | History | Reduced | 10,252 | 586 | 0.06% | 0.07% | 117 | -692 | -6.32% | Q4 2025 | Jan 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 10,182 | 582 | 0.04% | 0.05% | 118 | -872 | -7.89% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,065 | 576 | 0.02% | 0.02% | 119 | -180 | -1.76% | Q4 2025 | Feb 09, 2026 |
| Bank OZK | History | No change | 9,895 | 566 | 0.2% | 0.2% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,880 | 565 | 0.0% | 0.0% | 121 | -75 | -0.75% | Q4 2025 | Jan 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 9,808 | 561 | 0.1% | 0.09% | 122 | +925 | 10.41% | Q4 2025 | Jan 07, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 9,692 | 554 | 0.17% | 0.17% | 123 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,648 | 552 | 0.0% | 0.01% | 124 | -11,144 | -53.6% | Q4 2025 | Jan 29, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 9,342 | 534 | 0.08% | — | 125 | +9,342 | New | Q4 2025 | Feb 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,000 | 515 | 0.01% | 0.01% | 126 | -695 | -7.17% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 8,960 | 512 | 0.0% | 0.0% | 127 | +69 | 0.78% | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 8,627 | 493 | 0.01% | 0.01% | 128 | +1,054 | 13.92% | Q4 2025 | Jan 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,500 | 486 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,666 | 438 | 0.0% | 0.0% | 130 | +2,460 | 47.25% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 7,538 | 431 | 0.02% | 0.03% | 131 | -78 | -1.02% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | Added to | 7,239 | 421 | 0.01% | 0.02% | 132 | +1 | 0.01% | Q4 2025 | Jan 08, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 7,099 | 406 | 0.21% | 0.21% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 7,053 | 403 | 0.0% | 0.0% | 134 | +1,512 | 27.29% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,947 | 397 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 6,751 | 386 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Meridian Financial Partners LLC | History | No change | 5,970 | 359 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,175 | 353 | 0.0% | 0.0% | 138 | -10 | -0.16% | Q4 2025 | Mar 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,132 | 351 | 0.02% | 0.02% | 139 | -114 | -1.83% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,028 | 345 | 0.0% | 0.0% | 140 | +659 | 12.27% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 6,011 | 344 | 0.02% | 0.02% | 141 | -810 | -11.88% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 5,994 | 343 | 0.0% | 0.0% | 142 | +527 | 9.64% | Q4 2025 | Feb 05, 2026 |
| Colorado Capital Management, Inc. | History | No change | 5,990 | 343 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 5,922 | 334 | 0.0% | 0.0% | 144 | +88 | 1.51% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,494 | 314 | 0.0% | 0.0% | 145 | +68 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Seed Wealth Management, Inc. | History | No change | 5,300 | 303 | 0.21% | 0.21% | 146 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FF Advisors,LLC | History | Reduced | 5,118 | 292 | 0.13% | 0.14% | 147 | -60 | -1.16% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 4,958 | 283 | 0.01% | 0.01% | 148 | +57 | 1.16% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 4,689 | 268 | 0.01% | 0.01% | 149 | -657 | -12.29% | Q4 2025 | Feb 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 4,498 | 257 | 0.09% | 0.1% | 150 | +57 | 1.28% | Q4 2025 | Jan 13, 2026 |
| NOVEM GROUP | History | Added to | 4,407 | 252 | 0.03% | 0.02% | 151 | +703 | 18.98% | Q4 2025 | Jan 27, 2026 |
| Bison Wealth, LLC | History | New | 4,172 | 245 | 0.03% | — | 152 | +4,172 | New | Q4 2025 | Mar 24, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | New | 4,263 | 244 | 0.05% | — | 153 | +4,263 | New | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,180 | 239 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,164 | 238 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,152 | 237 | 0.01% | 0.0% | 156 | +3,678 | 775.95% | Q4 2025 | Feb 04, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,090 | 234 | 0.01% | 0.01% | 157 | +22 | 0.54% | Q4 2025 | Jan 27, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 4,000 | 228 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Triasima Portfolio Management inc. | History | No change | 3,970 | 227 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Added to | 3,957 | 226 | 0.01% | 0.01% | 160 | +222 | 5.94% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,787 | 216 | 0.0% | 0.0% | 161 | -1,137 | -23.09% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,786 | 216 | 0.01% | 0.01% | 162 | -16 | -0.42% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,703 | 211 | 0.0% | 0.0% | 163 | +15 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 3,686 | 210 | 0.2% | — | 164 | +3,686 | New | Q4 2025 | Feb 19, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 3,575 | 208 | 0.0% | 0.01% | 165 | -2,106 | -37.07% | Q4 2025 | Jan 26, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 3,620 | 207 | 0.01% | 0.02% | 166 | -2,975 | -45.11% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,611 | 206 | 0.0% | 0.0% | 167 | -1 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 3,552 | 203 | 0.01% | 0.01% | 168 | +11 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Fairman Group, LLC | History | Reduced | 3,533 | 202 | 0.16% | 0.19% | 169 | -599 | -14.5% | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | No change | 3,364 | 192 | 0.08% | 0.09% | 170 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3,200 | 183 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,697 | 154 | 0.13% | 0.18% | 172 | -457 | -14.49% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,685 | 153 | 0.0% | 0.0% | 174 | -59 | -2.15% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | No change | 2,678 | 153 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,447 | 140 | 0.06% | — | 175 | +2,447 | New | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,395 | 137 | 0.0% | 0.01% | 176 | -305 | -11.3% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,402 | 137 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,243 | 128 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 2,179 | 124 | 0.0% | 0.0% | 179 | +320 | 17.21% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 2,102 | 120 | 0.0% | 0.0% | 180 | +240 | 12.89% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | No change | 1,862 | 106 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 1,511 | 87 | 0.0% | 0.0% | 182 | +14 | 0.94% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,492 | 85 | 0.0% | 0.0% | 183 | +290 | 24.13% | Q4 2025 | Feb 12, 2026 |
| Legacy Bridge, LLC | History | No change | 1,500 | 85 | 0.03% | 0.04% | 184 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,254 | 71 | 0.0% | 0.0% | 185 | -1,939 | -60.73% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,137 | 65 | 0.01% | 0.01% | 186 | +2 | 0.18% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 1,046 | 59 | 0.0% | — | 187 | +1,046 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,030 | 58 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MASECO LLP | History | No change | 928 | 53 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 800 | 45 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 790 | 45 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | No change | 752 | 43 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Added to | 744 | 42 | 0.0% | 0.0% | 193 | +394 | 112.57% | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 730 | 41 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 651 | 37 | 0.0% | — | 195 | +651 | New | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 555 | 31 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Osbon Capital Management LLC | History | New | 529 | 30 | 0.03% | — | 197 | +529 | New | Q4 2025 | Mar 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 483 | 28 | 0.0% | 0.0% | 198 | +5 | 1.05% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 473 | 27 | 0.0% | 0.0% | 199 | +2 | 0.42% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 440 | 25 | 0.0% | 0.02% | 200 | -3,557 | -88.99% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | No change | 423 | 24 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 405 | 23 | 0.0% | 0.0% | 202 | -28 | -6.47% | Q4 2025 | Feb 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 400 | 22 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | No change | 400 | 22 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 300 | 17 | 0.0% | — | 206 | +300 | New | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 304 | 17 | 0.01% | 0.01% | 205 | -31 | -9.25% | Q4 2025 | Jan 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 292 | 16 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 261 | 14 | 0.0% | — | 209 | +261 | New | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 249 | 14 | 0.0% | 0.0% | 208 | +1 | 0.4% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | New | 215 | 12 | 0.0% | — | 210 | +215 | New | Q4 2025 | Jan 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 220 | 12 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Rossby Financial, LCC | History | New | 175 | 10 | 0.0% | — | 213 | +175 | New | Q4 2025 | Feb 12, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 182 | 10 | 0.0% | 0.0% | 212 | +1 | 0.55% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 157 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 153 | 8 | 0.0% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 141 | 8 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | New | 125 | 7 | 0.0% | — | 219 | +125 | New | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 126 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 121 | 6 | 0.0% | — | 220 | +121 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 107 | 6 | 0.0% | — | 221 | +107 | New | Q4 2025 | Mar 04, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 91 | 5 | 0.0% | 0.0% | 223 | +1 | 1.11% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 93 | 5 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | No change | 89 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 75 | 4 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PFS Partners, LLC | History | New | 53 | 3 | 0.0% | — | 227 | +53 | New | Q4 2025 | Jan 16, 2026 |
| Dunhill Financial, LLC | History | Added to | 54 | 3 | 0.0% | 0.0% | 226 | +1 | 1.89% | Q4 2025 | Jan 29, 2026 |
| Sachetta, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| REAP Financial Group, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Reduced | 29 | 2 | 0.0% | 0.0% | 232 | -1,148 | -97.54% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tidemark, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Added to | 18 | 1 | 0.0% | 0.0% | 236 | +1 | 5.88% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 22 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -288,183 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,406 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,071 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,749 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -5,110 | -99.98% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,034 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,723 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,070 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -973 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7 | 0 | — | — | — | -10 | -58.82% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 02, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Asset Dedication, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |