WisdomTree Trust - DHS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Reduced | 859,111 | 87,475 | 0.24% | 0.26% | 1 | -16 | -0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 529,423 | 53,905 | 0.01% | 0.01% | 2 | -5,661 | -1.06% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 442,929 | 45,099 | 0.0% | 0.0% | 3 | +20,929 | 4.96% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 402,161 | 40,948 | 0.04% | 0.05% | 4 | +14,969 | 3.87% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 400,015 | 40,729 | 0.01% | 0.01% | 5 | -14,789 | -3.57% | Q4 2025 | Feb 11, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 337,330 | 34,346 | 1.44% | 1.47% | 6 | -327 | -0.1% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 319,429 | 32,524 | 0.0% | 0.0% | 7 | +11,770 | 3.83% | Q4 2025 | Feb 13, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 184,326 | 18,768 | 6.97% | 7.05% | 8 | -8,091 | -4.2% | Q4 2025 | Feb 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 156,567 | 15,941 | 6.71% | 6.94% | 9 | -2,584 | -1.62% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Reduced | 147,778 | 15,046 | 0.02% | 0.03% | 10 | -27,752 | -15.81% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 116,566 | 11,868 | 0.05% | 0.05% | 11 | -1,000 | -0.85% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 116,340 | 11,845 | 0.0% | 0.0% | 12 | +419 | 0.36% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 99,781 | 10,159 | 0.0% | 0.0% | 13 | +6,155 | 6.57% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 99,599 | 10,141 | 0.0% | 0.0% | 14 | -38,861 | -28.07% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 92,477 | 9,416 | 8.9% | 8.31% | 15 | -3,658 | -3.81% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | Reduced | 90,006 | 9,164 | 0.0% | 0.0% | 16 | -4,241 | -4.5% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 89,649 | 9,128 | 0.01% | 0.01% | 17 | +7,642 | 9.32% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 79,658 | 8,110 | 0.44% | 0.45% | 18 | -257 | -0.32% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 74,552 | 7,592 | 0.01% | 0.01% | 19 | -23,547 | -24.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 72,236 | 7,355 | 0.03% | 0.03% | 20 | +4,853 | 7.2% | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 65,027 | 6,621 | 2.33% | 2.59% | 21 | +2,262 | 3.6% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 64,172 | 6,534 | 0.0% | — | 22 | +64,172 | New | Q4 2025 | Feb 17, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 59,008 | 6,008 | 1.26% | 1.33% | 23 | -968 | -1.61% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 52,972 | 5,393 | 0.33% | 0.33% | 24 | +2,329 | 4.6% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,869 | 5,383 | 0.0% | 0.0% | 25 | +2,932 | 5.87% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 49,709 | 5,061 | 0.09% | 0.11% | 26 | +2,473 | 5.24% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 43,410 | 4,420 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 42,653 | 4,342 | 2.69% | 2.69% | 28 | -388 | -0.9% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,641 | 4,036 | 0.01% | 0.01% | 29 | -3,111 | -7.28% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,735 | 3,740 | 0.01% | 0.01% | 30 | +2,690 | 7.9% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,971 | 3,662 | 0.0% | 0.0% | 31 | +1,694 | 4.94% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 35,842 | 3,649 | 0.12% | 0.12% | 32 | +5,535 | 18.26% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,896 | 3,553 | 0.0% | 0.0% | 33 | +1,601 | 4.81% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 34,089 | 3,470 | 0.07% | 0.08% | 34 | +21 | 0.06% | Q4 2025 | Feb 02, 2026 |
| Catalyst Investment Management LLC | History | New | 33,256 | 3,386 | 3.21% | — | 35 | +33,256 | New | Q4 2025 | Feb 20, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 29,329 | 2,986 | 0.28% | 0.31% | 36 | -2,930 | -9.08% | Q4 2025 | Jan 12, 2026 |
| JT Stratford LLC | History | Added to | 29,088 | 2,961 | 0.38% | 0.36% | 37 | +2,125 | 7.88% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,362 | 2,887 | 0.0% | 0.0% | 38 | +3,215 | 12.78% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 25,423 | 2,588 | 0.02% | 0.02% | 39 | +369 | 1.47% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,904 | 2,433 | 0.0% | 0.0% | 40 | -1,609 | -6.31% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Reduced | 23,510 | 2,393 | 0.01% | 0.01% | 41 | -1,610 | -6.41% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 22,580 | 2,299 | 0.06% | 0.07% | 42 | -235 | -1.03% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,945 | 2,234 | 0.01% | 0.01% | 43 | -200 | -0.9% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,626 | 2,100 | 0.0% | 0.01% | 44 | -1,243 | -5.68% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,567 | 2,094 | 0.0% | 0.0% | 45 | -803 | -3.76% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 20,218 | 2,058 | 0.0% | 0.0% | 46 | +74 | 0.37% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,762 | 1,910 | 0.01% | 0.01% | 47 | +2,237 | 13.54% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 18,617 | 1,895 | 0.04% | 0.04% | 48 | +532 | 2.94% | Q4 2025 | Feb 02, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 17,110 | 1,742 | 0.37% | 0.38% | 49 | -47 | -0.27% | Q4 2025 | Feb 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 16,171 | 1,646 | 0.88% | 0.92% | 50 | -472 | -2.84% | Q4 2025 | Feb 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,026 | 1,631 | 0.04% | 0.03% | 51 | +101 | 0.63% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Reduced | 15,346 | 1,562 | 0.03% | 0.03% | 52 | -460 | -2.91% | Q4 2025 | Mar 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 15,090 | 1,536 | 0.01% | 0.01% | 53 | +948 | 6.7% | Q4 2025 | Feb 06, 2026 |
| Virtus Family Office LLC | History | Reduced | 14,911 | 1,518 | 1.31% | 1.41% | 54 | -84 | -0.56% | Q4 2025 | Feb 03, 2026 |
| Keebeck Wealth Management | History | No change | 14,602 | 1,486 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | Reduced | 14,546 | 1,481 | 0.09% | 0.09% | 56 | -57 | -0.39% | Q4 2025 | Jan 30, 2026 |
| Community Bank, N.A. | History | No change | 14,340 | 1,460 | 0.17% | 0.17% | 57 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,280 | 1,453 | 0.0% | 0.01% | 58 | -14,566 | -50.5% | Q4 2025 | Feb 13, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 12,980 | 1,298 | 0.72% | 0.79% | 59 | -577 | -4.26% | Q4 2025 | Jan 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,502 | 1,272 | 0.04% | 0.03% | 60 | +711 | 6.03% | Q4 2025 | Jan 09, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 12,492 | 1,272 | 0.46% | 0.44% | 61 | +635 | 5.36% | Q4 2025 | Feb 10, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 12,370 | 1,259 | 0.75% | 0.76% | 62 | +89 | 0.72% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,320 | 1,254 | 0.01% | 0.01% | 63 | +1,623 | 15.17% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,240 | 1,246 | 0.0% | 0.0% | 64 | +226 | 1.88% | Q4 2025 | Mar 16, 2026 |
| Americana Partners, LLC | History | New | 12,150 | 1,237 | 0.03% | — | 65 | +12,150 | New | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 11,585 | 1,179 | 0.02% | 0.02% | 66 | -11 | -0.09% | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,345 | 1,155 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 10,845 | 1,104 | 0.47% | 0.5% | 68 | -93 | -0.85% | Q4 2025 | Jan 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 10,743 | 1,093 | 0.16% | — | 69 | +10,743 | New | Q4 2025 | Feb 03, 2026 |
| ArchPoint Investors | History | No change | 10,400 | 1,058 | 0.25% | 0.29% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,837 | 1,001 | 0.03% | 0.03% | 71 | +1 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,522 | 969 | 0.01% | 0.01% | 72 | -742 | -7.23% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,943 | 910 | 0.01% | 0.01% | 73 | +181 | 2.07% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,899 | 906 | 0.0% | 0.0% | 74 | -150 | -1.66% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,639 | 879 | 0.0% | 0.01% | 75 | -2,599 | -23.13% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,530 | 868 | 0.01% | 0.01% | 76 | +1,943 | 29.5% | Q4 2025 | Jan 23, 2026 |
| Oxinas Partners, LLC | History | No change | 8,465 | 861 | 0.41% | 0.46% | 77 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,250 | 840 | 0.0% | 0.0% | 78 | +1,897 | 29.86% | Q4 2025 | Feb 10, 2026 |
| TFC Financial Management, Inc. | History | Added to | 8,172 | 832 | 0.1% | 0.06% | 79 | +3,806 | 87.17% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,638 | 777 | 0.05% | 0.05% | 80 | +187 | 2.51% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 7,620 | 776 | 0.09% | 0.09% | 81 | -589 | -7.18% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 7,414 | 754 | 0.0% | 0.0% | 82 | +818 | 12.4% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,901 | 713 | 0.0% | 0.0% | 83 | -550 | -7.38% | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,956 | 708 | 0.0% | 0.01% | 84 | -6,311 | -47.57% | Q4 2025 | Jan 29, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,764 | 688 | 0.1% | 0.11% | 85 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Reduced | 6,570 | 668 | 0.0% | 0.0% | 86 | -980 | -12.98% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,541 | 666 | 0.0% | 0.0% | 87 | +3,129 | 91.71% | Q4 2025 | Feb 18, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 6,082 | 619 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | No change | 5,885 | 599 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Passive Capital Management, LLC. | History | No change | 5,762 | 586 | 0.18% | 0.19% | 90 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 5,624 | 572 | 0.01% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EFG International AG | History | New | 5,409 | 550 | 0.01% | — | 92 | +5,409 | New | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,367 | 546 | 0.04% | 0.05% | 93 | -2,140 | -28.51% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,312 | 540 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 5,300 | 539 | 0.09% | 0.09% | 95 | -195 | -3.55% | Q4 2025 | Feb 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 4,960 | 505 | 0.05% | 0.05% | 96 | -199 | -3.86% | Q4 2025 | Jan 20, 2026 |
| MSH Capital Advisors LLC | History | Added to | 4,949 | 503 | 0.11% | 0.13% | 97 | +10 | 0.2% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 4,886 | 497 | 0.02% | 0.02% | 98 | +10 | 0.21% | Q4 2025 | Jan 21, 2026 |
| GSG Advisors LLC | History | Added to | 4,873 | 496 | 0.13% | 0.13% | 99 | +30 | 0.62% | Q4 2025 | Jan 08, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 4,700 | 478 | 0.06% | 0.06% | 100 | -245 | -4.95% | Q4 2025 | Feb 10, 2026 |
| Harfst & Associates, Inc. | History | New | 4,692 | 477 | 0.09% | — | 101 | +4,692 | New | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,585 | 466 | 0.01% | 0.01% | 102 | -11 | -0.24% | Q4 2025 | Jan 06, 2026 |
| Avestar Capital, LLC | History | Added to | 4,548 | 463 | 0.03% | 0.03% | 103 | +109 | 2.46% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,501 | 458 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 4,393 | 447 | 0.02% | 0.02% | 105 | +23 | 0.53% | Q4 2025 | Feb 10, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 4,372 | 445 | 0.18% | 0.18% | 106 | +43 | 0.99% | Q4 2025 | Jan 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,347 | 442 | 0.01% | 0.01% | 107 | +3 | 0.07% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,195 | 427 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 3,992 | 406 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,942 | 401 | 0.0% | 0.0% | 110 | -931 | -19.11% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,908 | 397 | 0.01% | — | 111 | +3,908 | New | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,866 | 394 | 0.0% | 0.0% | 112 | -254 | -6.17% | Q4 2025 | Jan 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,861 | 393 | 0.0% | 0.0% | 113 | -23 | -0.59% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,810 | 387 | 0.05% | 0.05% | 114 | +84 | 2.25% | Q4 2025 | Jan 21, 2026 |
| Summit Financial, LLC | History | Reduced | 3,752 | 382 | 0.01% | 0.01% | 115 | -132 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,753 | 382 | 0.02% | 0.02% | 116 | +15 | 0.4% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,672 | 373 | 0.03% | 0.03% | 117 | -488 | -11.73% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,660 | 372 | 0.0% | 0.0% | 118 | +20 | 0.55% | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,614 | 367 | 0.3% | 0.38% | 119 | -49 | -1.34% | Q4 2025 | Feb 10, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 3,551 | 361 | 0.11% | 0.12% | 120 | +31 | 0.88% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 3,483 | 354 | 0.11% | 0.09% | 121 | +490 | 16.37% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 3,421 | 348 | 0.0% | 0.01% | 122 | -947 | -21.68% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,377 | 343 | 0.01% | 0.01% | 123 | +4 | 0.12% | Q4 2025 | Jan 22, 2026 |
| M&T BANK CORP | History | No change | 3,359 | 342 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tranquility Partners, LLC | History | No change | 3,357 | 341 | 0.12% | 0.11% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,340 | 340 | 0.05% | 0.06% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 3,289 | 334 | 0.12% | 0.13% | 127 | +35 | 1.08% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,241 | 330 | 0.0% | 0.0% | 129 | -11 | -0.34% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 3,243 | 330 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,156 | 321 | 0.17% | 0.14% | 130 | +534 | 20.37% | Q4 2025 | Feb 13, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 3,060 | 311 | 0.13% | 0.14% | 131 | -55 | -1.77% | Q4 2025 | Jan 28, 2026 |
| Vivaldi Capital Management LP | History | Added to | 3,047 | 310 | 0.04% | 0.04% | 132 | +383 | 14.38% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,008 | 306 | 0.0% | 0.0% | 133 | -2,285 | -43.17% | Q4 2025 | Feb 17, 2026 |
| Clear Trail Advisors, LLC | History | New | 3,000 | 305 | 0.07% | — | 135 | +3,000 | New | Q4 2025 | Jan 09, 2026 |
| Cerity Partners LLC | History | No change | 3,000 | 305 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,971 | 302 | 0.0% | 0.0% | 136 | +450 | 17.85% | Q4 2025 | Jan 29, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 2,910 | 296 | 0.19% | 0.26% | 137 | -1,818 | -38.45% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,902 | 295 | 0.0% | 0.0% | 139 | -107 | -3.56% | Q4 2025 | Jan 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,900 | 295 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,886 | 293 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 2,847 | 289 | 0.11% | 0.11% | 141 | +16 | 0.57% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,843 | 289 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,811 | 286 | 0.0% | 0.0% | 143 | -170 | -5.7% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 2,790 | 284 | 0.12% | 0.1% | 144 | +369 | 15.24% | Q4 2025 | Jan 30, 2026 |
| Cooper Financial Group | History | Reduced | 2,770 | 282 | 0.03% | 0.03% | 145 | -28 | -1.0% | Q4 2025 | Jan 08, 2026 |
| Friday Financial | History | No change | 2,754 | 280 | 0.1% | 0.12% | 146 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,738 | 278 | 0.01% | 0.01% | 147 | +500 | 22.34% | Q4 2025 | Jan 26, 2026 |
| MOR Wealth Management, LLC | History | New | 2,724 | 277 | 0.13% | — | 148 | +2,724 | New | Q4 2025 | Jan 15, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,691 | 273 | 0.05% | 0.06% | 149 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,663 | 271 | 0.01% | 0.01% | 150 | -95 | -3.44% | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | No change | 2,495 | 265 | 0.07% | 0.09% | 151 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 2,519 | 256 | 0.0% | 0.0% | 153 | +2,382 | 1738.69% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | No change | 2,505 | 256 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,505 | 255 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,510 | 255 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,514 | 255 | 0.22% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,487 | 253 | 0.0% | 0.0% | 157 | +24 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,440 | 248 | 0.02% | 0.02% | 158 | -115 | -4.5% | Q4 2025 | Jan 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,345 | 238 | 0.02% | 0.02% | 159 | +11 | 0.47% | Q4 2025 | Feb 17, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 2,306 | 234 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avant Capital LLC | History | Reduced | 2,271 | 231 | 0.16% | 0.17% | 162 | -99 | -4.18% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,275 | 231 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MidFirst Bank | History | New | 2,212 | 225 | 0.02% | — | 163 | +2,212 | New | Q4 2025 | Feb 25, 2026 |
| Apella Capital, LLC | History | Added to | 2,197 | 223 | 0.0% | 0.0% | 164 | +2 | 0.09% | Q4 2025 | Jan 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,154 | 219 | 0.0% | 0.0% | 165 | -103 | -4.56% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,115 | 215 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 2,089 | 212 | 0.01% | — | 167 | +2,089 | New | Q4 2025 | Feb 10, 2026 |
| Powers Advisory Group, LLC | History | New | 2,033 | 207 | 0.08% | — | 168 | +2,033 | New | Q4 2025 | Jan 22, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 2,000 | 204 | 0.11% | 0.1% | 169 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,000 | 203 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 1,817 | 184 | 0.0% | 0.0% | 171 | +1,673 | 1161.81% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,666 | 169 | 0.0% | 0.0% | 172 | -119 | -6.67% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,546 | 157 | 0.0% | 0.0% | 173 | +130 | 9.18% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,354 | 137 | 0.0% | 0.0% | 174 | +1 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,159 | 118 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,116 | 113 | 0.0% | 0.0% | 176 | +20 | 1.82% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,100 | 112 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,102 | 112 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 1,071 | 109 | 0.08% | — | 179 | +1,071 | New | Q4 2025 | Mar 05, 2026 |
| Arax Advisory Partners | History | No change | 1,004 | 102 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | No change | 1,000 | 101 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 977 | 99 | 0.0% | 0.0% | 182 | -50 | -4.87% | Q4 2025 | Feb 06, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 972 | 98 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Citizens National Bank Trust Department | History | No change | 939 | 95 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parvin Asset Management, LLC | History | No change | 938 | 95 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 912 | 92 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | Added to | 839 | 85 | 0.0% | 0.0% | 187 | +3 | 0.36% | Q4 2025 | Feb 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 827 | 84 | 0.01% | 0.01% | 188 | -240 | -22.49% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 700 | 71 | 0.02% | — | 189 | +700 | New | Q4 2025 | Feb 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 673 | 68 | 0.0% | 0.0% | 190 | -25 | -3.58% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 614 | 62 | 0.03% | 0.03% | 191 | +6 | 0.99% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 578 | 58 | 0.0% | 0.01% | 192 | -3,858 | -86.97% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 512 | 52 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 514 | 52 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 50 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 470 | 47 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Crews Bank & Trust | History | No change | 469 | 47 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | No change | 446 | 45 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 431 | 43 | 0.01% | 0.01% | 199 | +4 | 0.94% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 416 | 42 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 395 | 40 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 384 | 39 | 0.0% | 0.0% | 202 | +100 | 35.21% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 391 | 39 | 0.0% | 0.0% | 203 | +2 | 0.51% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 381 | 38 | 0.0% | 0.0% | 204 | +4 | 1.06% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 318 | 32 | 0.0% | 0.0% | 205 | -172 | -35.1% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 309 | 31 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 300 | 30 | 0.0% | — | 207 | +300 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 295 | 30 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GAMMA Investing LLC | History | No change | 287 | 29 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MAI Capital Management | History | No change | 282 | 28 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 260 | 26 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | No change | 244 | 24 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 227 | 23 | 0.0% | 0.0% | 213 | +11 | 5.09% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 173 | 17 | 0.0% | 0.0% | 214 | -69 | -28.51% | Q4 2025 | Jan 26, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 167 | 17 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 165 | 16 | 0.0% | — | 216 | +165 | New | Q4 2025 | Feb 03, 2026 |
| Caldwell Trust Co | History | No change | 150 | 15 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hanson & Doremus Investment Management | History | No change | 135 | 14 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 125 | 12 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 10 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| REAP Financial Group, LLC | History | No change | 68 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 35 | 3 | 0.0% | — | 224 | +35 | New | Q4 2025 | Feb 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 34 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,774 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,895 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,549 | -100.0% | Q3 2025 | Nov 10, 2025 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 0.03% | — | -2,516 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,209 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gemmer Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,201 | -100.0% | Q3 2025 | Oct 15, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -986 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -707 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -418 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -412 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1 | 0 | — | 0.0% | — | -12 | -92.31% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |