WisdomTree Trust - DGS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Reduced | 4,208,248 | 252,915 | 0.17% | 0.19% | 1 | -308,131 | -6.82% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,282,527 | 77,079 | 0.01% | 0.0% | 2 | +118,461 | 10.18% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 608,600 | 36,576 | 0.03% | 0.03% | 3 | +31,242 | 5.41% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 556,169 | 33,425 | 0.0% | 0.0% | 4 | +32,594 | 6.23% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 517,055 | 31,074 | 0.03% | 0.03% | 5 | +6,074 | 1.19% | Q1 2026 | May 05, 2026 |
| Unison Advisors LLC | History | Added to | 445,149 | 26,753 | 2.03% | 2.22% | 6 | +685 | 0.15% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 440,521 | 26,475 | 0.01% | 0.01% | 7 | +25,876 | 6.24% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 430,764 | 25,887 | 0.05% | 0.04% | 8 | +30,466 | 7.61% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 416,879 | 25,054 | 0.01% | 0.01% | 9 | -27,619 | -6.21% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 378,528 | 22,749 | 0.04% | 0.07% | 10 | +15,920 | 4.39% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 367,119 | 22,064 | 0.03% | 0.03% | 11 | -7,504 | -2.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 365,698 | 21,978 | 0.01% | 0.0% | 12 | +229,343 | 168.2% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 329,771 | 19,819 | 0.02% | 0.02% | 13 | +2,511 | 0.77% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 321,354 | 19,313 | 0.01% | 0.01% | 14 | +15,081 | 4.92% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 304,500 | 18,300 | 0.33% | 0.32% | 15 | +14,646 | 5.05% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 260,365 | 15,648 | 0.12% | 0.12% | 16 | +10,497 | 4.2% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 248,932 | 14,960 | 0.0% | 0.0% | 17 | +4,616 | 1.89% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 233,815 | 14,052 | 0.22% | 0.02% | 18 | +214,780 | 1128.34% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 166,756 | 10,022 | 0.01% | 0.01% | 19 | -5,333 | -3.1% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 164,465 | 9,884 | 1.17% | 1.06% | 20 | +10,026 | 6.49% | Q1 2026 | Apr 17, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 159,151 | 9,564 | 0.48% | 0.5% | 21 | -10,836 | -6.37% | Q1 2026 | May 04, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 157,417 | 9,460 | 2.79% | 2.61% | 22 | -124 | -0.08% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 154,391 | 9,278 | 0.38% | 0.35% | 23 | -19,688 | -11.31% | Q1 2026 | Apr 27, 2026 |
| Portland Global Advisors LLC | History | Added to | 145,956 | 8,771 | 0.93% | 0.88% | 24 | +2,162 | 1.5% | Q1 2026 | May 11, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 144,086 | 8,659 | 0.89% | 0.8% | 25 | +6,967 | 5.08% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 135,448 | 8,140 | 0.01% | 0.01% | 26 | -1,769 | -1.29% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 131,140 | 7,881 | 0.65% | 1.43% | 27 | -154,227 | -54.05% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 122,314 | 7,351 | 0.77% | 0.61% | 28 | +64,894 | 113.02% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 121,747 | 7,317 | 0.02% | 0.02% | 29 | +16,312 | 15.47% | Q1 2026 | Apr 30, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 121,255 | 7,287 | 2.98% | 2.96% | 30 | -238 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 119,987 | 7,211 | 6.35% | 7.93% | 31 | -6 | -0.01% | Q1 2026 | May 08, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 117,890 | 7,085 | 5.49% | 5.12% | 32 | +8,365 | 7.64% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 117,185 | 7,042 | 6.75% | 6.4% | 33 | -1,094 | -0.92% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 116,627 | 7,009 | 0.0% | 0.0% | 34 | +12,058 | 11.53% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 114,484 | 6,880 | 0.31% | 0.34% | 35 | -15,122 | -11.67% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | New | 104,359 | 6,271 | 0.04% | — | 36 | +104,359 | New | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 103,469 | 6,218 | 0.28% | 0.29% | 37 | -8,680 | -7.74% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 94,516 | 5,680 | 0.03% | 0.03% | 38 | +1,728 | 1.86% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Added to | 94,023 | 5,650 | 0.41% | 0.4% | 39 | +1,267 | 1.37% | Q1 2026 | May 05, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 88,536 | 5,320 | 1.98% | 2.04% | 40 | -8,420 | -8.68% | Q1 2026 | May 06, 2026 |
| TRB Wealth Management, LLC | History | New | 84,416 | 5,073 | 0.72% | — | 41 | +84,416 | New | Q1 2026 | May 14, 2026 |
| Shore Point Advisors, LLC | History | Added to | 104,164 | 4,927 | 1.95% | 1.95% | 42 | +3,718 | 3.7% | Q1 2026 | Apr 08, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 79,171 | 4,758 | 1.74% | 1.67% | 43 | -489 | -0.61% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 75,817 | 4,556 | 0.0% | 0.0% | 44 | -341 | -0.45% | Q1 2026 | May 13, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 70,733 | 4,251 | 1.57% | 1.59% | 45 | -5,336 | -7.01% | Q1 2026 | May 04, 2026 |
| Efficient Advisors, LLC | History | Reduced | 68,935 | 4,142 | 0.29% | 0.47% | 46 | -71,958 | -51.07% | Q1 2026 | Apr 29, 2026 |
| Causey Wealth LLC | History | Reduced | 67,917 | 4,081 | 1.73% | 2.22% | 47 | -11,604 | -14.59% | Q1 2026 | May 12, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 67,567 | 4,060 | 2.98% | 2.72% | 48 | +1,706 | 2.59% | Q1 2026 | Apr 13, 2026 |
| rebel Financial LLC | History | Reduced | 67,228 | 4,040 | 1.75% | 1.72% | 49 | -3,311 | -4.69% | Q1 2026 | Apr 24, 2026 |
| Econ Financial Services Corp | History | Added to | 66,956 | 4,024 | 1.87% | 1.63% | 50 | +10,125 | 17.82% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 65,862 | 3,958 | 0.01% | 0.01% | 51 | +1,336 | 2.07% | Q1 2026 | May 04, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 64,932 | 3,902 | 2.07% | 2.12% | 52 | -1,175 | -1.78% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 64,781 | 3,893 | 0.0% | 0.0% | 53 | +26,431 | 68.92% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 58,038 | 3,488 | 0.77% | 0.72% | 54 | +1,906 | 3.4% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 56,009 | 3,366 | 0.04% | 0.04% | 55 | -33 | -0.06% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Reduced | 54,193 | 3,257 | 0.4% | 0.39% | 56 | -406 | -0.74% | Q1 2026 | Apr 17, 2026 |
| Haven Private, LLC | History | Added to | 50,001 | 3,005 | 1.31% | 1.24% | 57 | +337 | 0.68% | Q1 2026 | May 05, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 49,346 | 2,965 | 3.13% | 3.92% | 58 | -12,130 | -19.73% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 47,584 | 2,859 | 0.07% | 0.06% | 59 | +58 | 0.12% | Q1 2026 | Apr 29, 2026 |
| Occidental Asset Management, LLC | History | Added to | 46,337 | 2,784 | 0.33% | 0.29% | 60 | +4,463 | 10.66% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 45,939 | 2,761 | 0.01% | 0.01% | 61 | -1,460 | -3.08% | Q1 2026 | Apr 22, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 44,985 | 2,703 | 0.5% | 0.53% | 62 | -5,662 | -11.18% | Q1 2026 | Apr 27, 2026 |
| Midway Capital Research & Management | History | Added to | 44,414 | 2,669 | 2.52% | 2.36% | 63 | +2,058 | 4.86% | Q1 2026 | Apr 13, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 43,354 | 2,605 | 0.51% | 0.51% | 64 | -228 | -0.52% | Q1 2026 | May 12, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 42,990 | 2,583 | 0.42% | 0.4% | 65 | +1,125 | 2.69% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 40,318 | 2,423 | 0.0% | 0.0% | 66 | +33,265 | 471.64% | Q1 2026 | May 13, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 39,616 | 2,380 | 0.71% | 0.69% | 67 | -269 | -0.67% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 39,422 | 2,369 | 0.0% | 0.0% | 68 | -1,208 | -2.97% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,339 | 2,309 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Texas Yale Capital Corp. | History | No change | 38,284 | 2,300 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 37,045 | 2,226 | 0.74% | 0.68% | 71 | +930 | 2.58% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,928 | 2,159 | 0.0% | 0.0% | 72 | +1,128 | 3.24% | Q1 2026 | May 12, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 35,474 | 2,131 | 1.24% | 1.21% | 73 | +1,347 | 3.95% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 35,364 | 2,125 | 0.02% | 0.03% | 74 | -775 | -2.14% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,979 | 2,102 | 0.01% | 0.01% | 75 | +2,636 | 8.15% | Q1 2026 | Apr 30, 2026 |
| Sound Stewardship, LLC | History | Reduced | 34,689 | 2,084 | 0.95% | 0.98% | 76 | -1,207 | -3.36% | Q1 2026 | Apr 10, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 34,494 | 2,073 | 1.49% | 1.46% | 77 | +1,095 | 3.28% | Q1 2026 | Apr 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 34,128 | 2,051 | 0.7% | 0.72% | 78 | -717 | -2.06% | Q1 2026 | Apr 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 33,999 | 2,043 | 0.03% | 0.03% | 79 | -4,358 | -11.36% | Q1 2026 | Apr 21, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 31,685 | 1,904 | 0.52% | 0.29% | 80 | +13,578 | 74.99% | Q1 2026 | Apr 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 31,360 | 1,884 | 0.03% | 0.03% | 81 | +396 | 1.28% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 28,497 | 1,712 | 0.0% | — | 82 | +28,497 | New | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | Added to | 28,360 | 1,704 | 0.31% | 0.28% | 83 | +4,357 | 18.15% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 27,229 | 1,636 | 0.01% | 0.01% | 84 | -600 | -2.16% | Q1 2026 | May 01, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 25,433 | 1,519 | 0.05% | — | 85 | +25,433 | New | Q1 2026 | Apr 08, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 22,629 | 1,360 | 0.77% | 0.78% | 86 | +1,006 | 4.65% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 22,595 | 1,357 | 0.0% | 0.0% | 87 | -136 | -0.6% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 21,832 | 1,312 | 0.0% | 0.0% | 88 | -40,991 | -65.25% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 20,847 | 1,250 | 0.01% | 0.01% | 89 | -393 | -1.85% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 20,782 | 1,249 | 0.0% | 0.01% | 90 | -63,249 | -75.27% | Q1 2026 | May 14, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 20,522 | 1,233 | 0.45% | 0.47% | 91 | -365 | -1.75% | Q1 2026 | Apr 14, 2026 |
| Financial Harvest, LLC | History | Added to | 20,137 | 1,210 | 0.71% | 0.69% | 92 | +719 | 3.7% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,126 | 1,209 | 0.02% | 0.02% | 93 | +243 | 1.22% | Q1 2026 | Apr 10, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,076 | 1,206 | 0.06% | 0.07% | 94 | -978 | -4.65% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 19,595 | 1,177 | 0.06% | 0.06% | 95 | -40 | -0.2% | Q1 2026 | Apr 23, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 18,820 | 1,133 | 0.01% | 0.01% | 96 | -50 | -0.26% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,696 | 1,063 | 0.0% | 0.0% | 97 | -966 | -5.18% | Q1 2026 | Apr 27, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 16,228 | 975 | 0.06% | 0.05% | 98 | +3,777 | 30.33% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 16,050 | 964 | 0.38% | 0.35% | 99 | +832 | 5.47% | Q1 2026 | May 01, 2026 |
| Avos Capital Management, LLC | History | Reduced | 15,711 | 944 | 0.37% | 2.89% | 100 | -99,895 | -86.41% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 15,343 | 922 | 0.37% | 0.38% | 101 | +29 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,760 | 910 | 0.0% | 0.0% | 102 | +10,585 | 171.42% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 14,862 | 893 | 0.0% | 0.0% | 103 | +352 | 2.43% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 14,706 | 883 | 0.54% | 0.57% | 104 | +20 | 0.14% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 13,902 | 835 | 0.01% | — | 105 | +13,902 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,752 | 826 | 0.0% | 0.01% | 106 | +796 | 6.14% | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | Added to | 13,368 | 803 | 0.48% | 0.42% | 107 | +742 | 5.88% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 13,064 | 785 | 0.01% | 0.01% | 108 | -56 | -0.43% | Q1 2026 | May 06, 2026 |
| Biltmore Family Office, LLC | History | No change | 13,054 | 784 | 0.11% | 0.1% | 109 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Everest Management Corp. | History | Added to | 12,888 | 774 | 0.39% | 0.37% | 110 | +1,242 | 10.66% | Q1 2026 | May 06, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 12,575 | 755 | 0.11% | 0.09% | 111 | -272 | -2.12% | Q1 2026 | Apr 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 12,471 | 749 | 0.05% | 0.05% | 112 | -200 | -1.58% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,873 | 713 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Matisse Capital | History | No change | 11,518 | 692 | 0.3% | 0.29% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Added to | 11,513 | 691 | 0.04% | 0.04% | 115 | +1,178 | 11.4% | Q1 2026 | May 04, 2026 |
| Phillip James Consulting Co. | History | New | 9,652 | 674 | 0.51% | — | 116 | +9,652 | New | Q1 2026 | May 11, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 11,176 | 671 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,734 | 645 | 0.0% | 0.0% | 118 | +1,086 | 11.26% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 10,300 | 619 | 0.03% | 0.02% | 119 | +235 | 2.33% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 10,065 | 604 | 0.07% | 0.07% | 120 | -634 | -5.93% | Q1 2026 | May 12, 2026 |
| Bank OZK | History | No change | 9,895 | 594 | 0.21% | 0.2% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,830 | 590 | 0.0% | 0.0% | 122 | -50 | -0.51% | Q1 2026 | Apr 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 9,763 | 586 | 0.04% | 0.04% | 123 | -419 | -4.12% | Q1 2026 | May 06, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 9,304 | 559 | 0.02% | 0.01% | 124 | +677 | 7.85% | Q1 2026 | Apr 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 9,285 | 558 | 0.0% | 0.0% | 125 | +9,164 | 7573.55% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 9,151 | 549 | 0.0% | 0.0% | 126 | +191 | 2.13% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 9,038 | 543 | 0.01% | 0.01% | 127 | +38 | 0.42% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Reduced | 9,005 | 541 | 0.06% | 0.06% | 128 | -1,247 | -12.16% | Q1 2026 | Apr 21, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 9,005 | 540 | 0.06% | 0.08% | 129 | -337 | -3.61% | Q1 2026 | Apr 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,650 | 519 | 0.0% | 0.0% | 130 | +150 | 1.76% | Q1 2026 | May 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 8,356 | 502 | 0.16% | 0.17% | 131 | -1,336 | -13.78% | Q1 2026 | Apr 17, 2026 |
| PlanVest Financial, Inc | History | New | 7,955 | 478 | 0.36% | — | 132 | +7,955 | New | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 7,771 | 467 | 0.04% | 0.03% | 133 | +1,020 | 15.11% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,613 | 458 | 0.0% | 0.0% | 134 | -53 | -0.69% | Q1 2026 | Apr 07, 2026 |
| Wedmont Private Capital | History | No change | 7,239 | 453 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 7,519 | 451 | 0.03% | 0.02% | 136 | -19 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 7,099 | 426 | 0.23% | 0.21% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Reduced | 7,030 | 422 | 0.01% | 0.01% | 138 | -4,478 | -38.91% | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,028 | 422 | 0.0% | 0.0% | 139 | +81 | 1.17% | Q1 2026 | May 15, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 6,389 | 383 | 0.08% | 0.18% | 140 | -8,374 | -56.72% | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,289 | 378 | 0.02% | 0.02% | 141 | +157 | 2.56% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 6,047 | 363 | 0.02% | 0.02% | 143 | +36 | 0.6% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,052 | 363 | 0.0% | 0.0% | 142 | +24 | 0.4% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,958 | 358 | 0.0% | — | 145 | +5,958 | New | Q1 2026 | May 15, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 5,970 | 358 | 0.05% | 0.03% | 144 | +2,000 | 50.38% | Q1 2026 | Apr 24, 2026 |
| Meridian Financial Partners LLC | History | No change | 5,970 | 356 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 5,901 | 354 | 0.0% | 0.0% | 147 | -93 | -1.55% | Q1 2026 | May 05, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,815 | 349 | 0.06% | 0.1% | 148 | -3,993 | -40.71% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 5,726 | 344 | 0.0% | 0.0% | 149 | -196 | -3.31% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,175 | 343 | 0.0% | 0.0% | 150 | -24,390 | -43.89% | Q1 2026 | Apr 08, 2026 |
| NOVEM GROUP | History | Added to | 5,694 | 342 | 0.04% | 0.03% | 151 | +1,287 | 29.2% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,453 | 327 | 0.0% | 0.0% | 152 | -41 | -0.75% | Q1 2026 | May 15, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 5,307 | 319 | 0.12% | 0.13% | 153 | -683 | -11.4% | Q1 2026 | Apr 13, 2026 |
| FF Advisors,LLC | History | Reduced | 4,980 | 315 | 0.13% | 0.13% | 154 | -138 | -2.7% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,958 | 297 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 4,800 | 288 | 0.2% | 0.21% | 156 | -500 | -9.43% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,707 | 282 | 0.01% | — | 157 | +4,707 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,639 | 272 | 0.0% | 0.0% | 158 | +852 | 22.5% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,481 | 269 | 0.0% | 0.0% | 159 | +778 | 21.01% | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | Added to | 4,177 | 269 | 0.03% | 0.03% | 160 | +5 | 0.12% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 4,469 | 268 | 0.09% | 0.09% | 161 | -29 | -0.64% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,689 | 268 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | Added to | 4,265 | 256 | 0.23% | 0.2% | 163 | +579 | 15.71% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,180 | 251 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,164 | 250 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,153 | 249 | 0.01% | 0.01% | 166 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 3,918 | 235 | 0.01% | 0.01% | 167 | -39 | -0.99% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,878 | 233 | 0.01% | 0.01% | 168 | -212 | -5.18% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,760 | 225 | 0.0% | 0.0% | 169 | -10,038 | -72.75% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,661 | 220 | 0.01% | 0.01% | 170 | -125 | -3.3% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,611 | 217 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 3,600 | 216 | 0.04% | 0.04% | 172 | -400 | -10.0% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 3,556 | 214 | 0.01% | 0.01% | 174 | +4 | 0.11% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,575 | 214 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fairman Group, LLC | History | Added to | 3,545 | 213 | 0.18% | 0.16% | 175 | +12 | 0.34% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,382 | 203 | 0.0% | — | 176 | +3,382 | New | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | No change | 3,364 | 202 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Passive Capital Management, LLC. | History | New | 3,361 | 201 | 0.06% | — | 178 | +3,361 | New | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,608 | 156 | 0.11% | 0.13% | 179 | -89 | -3.3% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,468 | 148 | 0.0% | 0.0% | 180 | -217 | -8.08% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,395 | 143 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,225 | 133 | 0.0% | 0.0% | 182 | -18 | -0.8% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 2,180 | 131 | 0.0% | 0.0% | 183 | +1 | 0.05% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,178 | 130 | 0.0% | 0.0% | 184 | -500 | -18.67% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 2,105 | 126 | 0.0% | 0.0% | 185 | +3 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Asset Management, LLC | History | New | 2,040 | 122 | 0.01% | — | 186 | +2,040 | New | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,955 | 117 | 0.0% | 0.0% | 187 | +444 | 29.38% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,862 | 106 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 1,544 | 92 | 0.05% | — | 189 | +1,544 | New | Q1 2026 | May 15, 2026 |
| Legacy Bridge, LLC | History | No change | 1,500 | 90 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,366 | 79 | 0.0% | 0.0% | 191 | +112 | 8.93% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,305 | 78 | 0.0% | 0.0% | 192 | -187 | -12.53% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,159 | 69 | 0.0% | 0.0% | 193 | +359 | 44.88% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,135 | 68 | 0.0% | — | 194 | +1,119 | 6993.75% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,147 | 68 | 0.0% | 0.0% | 196 | +898 | 360.64% | Q1 2026 | May 13, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,138 | 68 | 0.01% | 0.01% | 195 | +1 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Added to | 1,049 | 63 | 0.0% | 0.0% | 197 | +3 | 0.29% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,030 | 61 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MASECO LLP | History | Added to | 965 | 58 | 0.0% | 0.0% | 199 | +37 | 3.99% | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 790 | 47 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 730 | 43 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | Reduced | 728 | 42 | 0.01% | 0.01% | 202 | -24 | -3.19% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 651 | 39 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 622 | 37 | 0.0% | 0.0% | 204 | +529 | 568.82% | Q1 2026 | May 13, 2026 |
| Hickory Point Bank & Trust | History | New | 600 | 36 | 0.02% | — | 205 | +600 | New | Q1 2026 | Apr 03, 2026 |
| Vanguard National Trust Co | History | New | 557 | 33 | 0.0% | — | 208 | +557 | New | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 561 | 33 | 0.0% | 0.0% | 206 | +78 | 16.15% | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 555 | 33 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 533 | 32 | 0.02% | — | 209 | +533 | New | Q1 2026 | May 05, 2026 |
| Osbon Capital Management LLC | History | No change | 529 | 31 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | Reduced | 505 | 30 | 0.03% | 0.03% | 211 | -100 | -16.53% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 474 | 28 | 0.0% | 0.0% | 212 | +1 | 0.21% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 437 | 26 | 0.0% | 0.0% | 213 | -3 | -0.68% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | No change | 423 | 25 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 400 | 24 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | No change | 400 | 24 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 350 | 21 | 0.0% | 0.0% | 217 | -394 | -52.96% | Q1 2026 | May 08, 2026 |
| Piscataqua Savings Bank | History | New | 328 | 19 | 0.01% | — | 218 | +328 | New | Q1 2026 | Apr 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 300 | 18 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 283 | 17 | 0.0% | 0.0% | 220 | -122 | -30.12% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 292 | 17 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 275 | 16 | 0.01% | 0.01% | 222 | -29 | -9.54% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 261 | 15 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Trust Co | History | No change | 215 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 188 | 11 | 0.0% | 0.0% | 225 | +113 | 150.67% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 183 | 10 | 0.0% | 0.0% | 226 | +1 | 0.55% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Added to | 155 | 9 | 0.0% | 0.0% | 227 | +48 | 44.86% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 157 | 9 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 153 | 9 | 0.01% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 141 | 8 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hurley Capital, LLC | History | New | 127 | 7 | 0.0% | — | 233 | +127 | New | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 126 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 108 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 95 | 5 | 0.0% | 0.0% | 235 | -2,307 | -96.04% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 92 | 5 | 0.0% | 0.0% | 236 | +1 | 1.1% | Q1 2026 | Apr 28, 2026 |
| Team Financial Group, LLC | History | No change | 89 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| POM Investment Strategies, LLC | History | New | 79 | 4 | 0.0% | — | 239 | +79 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 69 | 4 | 0.0% | 0.0% | 238 | +47 | 213.64% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 240 | -1 | -1.85% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REAP Financial Group, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | No change | 29 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Tidemark, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 33 | 1 | 0.0% | — | 250 | +33 | New | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | New | 21 | 1 | 0.0% | — | 251 | +21 | New | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | No change | 18 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.92% | — | -93,119 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,664 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,169 | -100.0% | Q1 2026 | May 01, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,263 | -100.0% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.01% | — | -3,620 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,200 | -100.0% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,447 | -100.0% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Mar 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 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% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |