WisdomTree Trust - DHS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Added to | 861,983 | 94,145 | 0.25% | 0.24% | 1 | +2,872 | 0.33% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 513,436 | 56,077 | 0.01% | 0.01% | 2 | -15,987 | -3.02% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 491,799 | 53,714 | 0.0% | 0.0% | 3 | +172,370 | 53.96% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 457,448 | 49,962 | 0.0% | 0.0% | 4 | +14,519 | 3.28% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 412,451 | 45,047 | 0.05% | 0.04% | 5 | +10,290 | 2.56% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 402,554 | 43,966 | 0.01% | 0.01% | 6 | +2,539 | 0.63% | Q1 2026 | May 06, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 297,802 | 32,525 | 1.45% | 1.44% | 7 | -39,528 | -11.72% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 225,135 | 24,589 | 0.09% | 0.05% | 8 | +108,569 | 93.14% | Q1 2026 | Apr 30, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 158,245 | 17,283 | 7.21% | 6.71% | 9 | +1,678 | 1.07% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 148,018 | 16,166 | 0.02% | 0.02% | 10 | +240 | 0.16% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 117,261 | 12,807 | 0.0% | 0.0% | 11 | +921 | 0.79% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 110,020 | 12,016 | 0.0% | 0.0% | 12 | +10,239 | 10.26% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 103,732 | 11,329 | 0.0% | 0.0% | 13 | +4,133 | 4.15% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 90,125 | 9,843 | 0.0% | 0.0% | 14 | +119 | 0.13% | Q1 2026 | May 05, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 85,517 | 9,340 | 8.95% | 8.9% | 15 | -6,960 | -7.53% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Reduced | 84,107 | 9,186 | 0.01% | 0.01% | 16 | -5,542 | -6.18% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 83,594 | 9,131 | 0.01% | 0.01% | 17 | +9,042 | 12.13% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 78,542 | 8,578 | 0.03% | 0.0% | 18 | +69,903 | 809.16% | Q1 2026 | Jun 02, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 76,466 | 8,351 | 0.45% | 0.44% | 19 | -3,192 | -4.01% | Q1 2026 | Apr 08, 2026 |
| WIN ADVISORS, INC | History | New | 75,972 | 8,297 | 3.8% | — | 20 | +75,972 | New | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 66,825 | 7,298 | 0.0% | 0.0% | 21 | +2,653 | 4.13% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 64,065 | 6,997 | 0.08% | 0.0% | 22 | +60,204 | 1559.29% | Q1 2026 | Apr 28, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 62,781 | 6,856 | 2.48% | 2.33% | 23 | -2,246 | -3.45% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 62,517 | 6,766 | 0.0% | 0.0% | 24 | +9,648 | 18.25% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 57,235 | 6,251 | 0.37% | 0.33% | 25 | +4,263 | 8.05% | Q1 2026 | May 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 54,777 | 5,982 | 1.2% | 1.26% | 26 | -4,231 | -7.17% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 48,381 | 5,284 | 0.02% | 0.03% | 27 | -23,855 | -33.02% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 49,709 | 5,061 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 44,329 | 4,841 | 2.82% | 2.69% | 29 | +1,676 | 3.93% | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 43,410 | 4,741 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,396 | 4,302 | 0.01% | 0.01% | 31 | -245 | -0.62% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,310 | 4,184 | 0.01% | 0.01% | 32 | +1,575 | 4.29% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,829 | 4,131 | 0.01% | 0.0% | 33 | +1,858 | 5.17% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,086 | 3,992 | 0.0% | 0.0% | 34 | +2,190 | 6.28% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 34,043 | 3,718 | 0.08% | 0.07% | 35 | -46 | -0.13% | Q1 2026 | May 01, 2026 |
| JT Stratford LLC | History | Added to | 31,929 | 3,487 | 0.44% | 0.38% | 36 | +2,841 | 9.77% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 31,409 | 3,430 | 0.11% | — | 37 | +31,409 | New | Q1 2026 | May 07, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 29,072 | 3,175 | 0.3% | 0.28% | 38 | -257 | -0.88% | Q1 2026 | Apr 02, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 26,242 | 2,905 | 3.22% | 3.21% | 39 | -7,014 | -21.09% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 26,209 | 2,902 | 0.04% | 0.0% | 40 | +24,012 | 1092.94% | Q1 2026 | Apr 20, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 25,953 | 2,834 | 1.13% | 6.97% | 41 | -158,373 | -85.92% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,015 | 2,622 | 0.0% | 0.0% | 42 | +111 | 0.46% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 23,532 | 2,570 | 0.02% | 0.01% | 43 | +4,770 | 25.42% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,795 | 2,380 | 0.01% | 0.01% | 44 | -150 | -0.68% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 21,513 | 2,349 | 0.02% | 0.02% | 45 | -3,910 | -15.38% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Reduced | 21,465 | 2,344 | 0.01% | 0.01% | 46 | -2,045 | -8.7% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 20,710 | 2,261 | 0.06% | 0.06% | 47 | -1,870 | -8.28% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Added to | 20,699 | 2,260 | 0.04% | 0.04% | 48 | +2,082 | 11.18% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,236 | 2,210 | 0.01% | 0.0% | 49 | -390 | -1.89% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | No change | 20,218 | 2,208 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,412 | 2,120 | 0.0% | 0.0% | 51 | -1,155 | -5.62% | Q1 2026 | Apr 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 16,504 | 1,802 | 0.38% | 0.37% | 52 | -606 | -3.54% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,069 | 1,755 | 0.06% | 0.04% | 53 | +43 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 15,802 | 1,725 | 0.01% | 0.01% | 54 | +712 | 4.72% | Q1 2026 | Apr 29, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 15,655 | 1,709 | 0.87% | 0.88% | 55 | -516 | -3.19% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 15,318 | 1,673 | 0.03% | 0.03% | 56 | -28 | -0.18% | Q1 2026 | Apr 27, 2026 |
| Virtus Family Office LLC | History | Added to | 15,264 | 1,667 | 1.42% | 1.31% | 57 | +353 | 2.37% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 14,671 | 1,602 | 0.05% | 0.04% | 58 | +2,169 | 17.35% | Q1 2026 | Apr 08, 2026 |
| Keebeck Wealth Management | History | No change | 14,602 | 1,594 | 0.18% | 0.17% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | Added to | 14,468 | 1,580 | 0.19% | 0.17% | 60 | +128 | 0.89% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 13,790 | 1,506 | 0.01% | — | 61 | +13,790 | New | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 14,546 | 1,481 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 12,673 | 1,384 | 0.81% | — | 63 | +12,673 | New | Q1 2026 | May 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 13,368 | 1,383 | 0.74% | 0.72% | 64 | +388 | 2.99% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,598 | 1,376 | 0.0% | 0.0% | 65 | +358 | 2.92% | Q1 2026 | May 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 12,320 | 1,345 | 0.09% | 0.75% | 66 | -50 | -0.4% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,191 | 1,331 | 0.0% | 0.0% | 67 | -2,089 | -14.63% | Q1 2026 | May 04, 2026 |
| Americana Partners, LLC | History | No change | 12,150 | 1,327 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,762 | 1,284 | 0.01% | 0.01% | 69 | -558 | -4.53% | Q1 2026 | Apr 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 11,557 | 1,262 | 0.02% | 0.02% | 70 | -28 | -0.24% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,345 | 1,239 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,950 | 1,195 | 0.0% | 0.0% | 72 | +2,051 | 23.05% | Q1 2026 | May 12, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 10,765 | 1,175 | 0.48% | 0.47% | 73 | -80 | -0.74% | Q1 2026 | Apr 08, 2026 |
| ArchPoint Investors | History | No change | 10,400 | 1,135 | 0.27% | 0.25% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hershey Financial Advisers, LLC | History | New | 10,197 | 1,113 | 0.96% | — | 75 | +10,197 | New | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 10,196 | 1,112 | 0.12% | 0.16% | 76 | -547 | -5.09% | Q1 2026 | Apr 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9,539 | 1,041 | 0.03% | 0.03% | 77 | -298 | -3.03% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,238 | 1,009 | 0.01% | 0.01% | 78 | -284 | -2.98% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,948 | 977 | 0.01% | 0.01% | 79 | +5 | 0.06% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,545 | 933 | 0.0% | 0.0% | 80 | +295 | 3.58% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,182 | 888 | 0.01% | 0.01% | 81 | -348 | -4.08% | Q1 2026 | Apr 07, 2026 |
| Oxinas Partners, LLC | History | Reduced | 8,040 | 878 | 0.4% | 0.41% | 82 | -425 | -5.02% | Q1 2026 | Apr 10, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 7,947 | 867 | 0.11% | 0.1% | 83 | -225 | -2.75% | Q1 2026 | Apr 23, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,938 | 866 | 0.31% | 0.46% | 84 | -4,554 | -36.46% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,900 | 862 | 0.0% | 0.0% | 85 | +6,800 | 618.18% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | New | 7,782 | 849 | 0.0% | — | 86 | +7,782 | New | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,627 | 833 | 0.09% | 0.09% | 87 | +7 | 0.09% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,520 | 821 | 0.05% | 0.05% | 88 | -118 | -1.54% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 7,510 | 820 | 0.0% | 0.0% | 89 | +96 | 1.29% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 6,980 | 762 | 0.0% | 0.0% | 90 | +3,980 | 132.67% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,957 | 759 | 0.0% | 0.0% | 91 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,764 | 738 | 0.11% | 0.1% | 92 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 6,317 | 689 | 0.06% | 0.05% | 93 | +235 | 3.86% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,225 | 679 | 0.0% | 0.0% | 94 | -316 | -4.83% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,139 | 670 | 0.0% | 0.0% | 95 | +3,131 | 104.09% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 6,570 | 668 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | No change | 5,885 | 642 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Passive Capital Management, LLC. | History | No change | 5,762 | 629 | 0.19% | 0.18% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 5,624 | 614 | 0.02% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Vivaldi Capital Management LP | History | Added to | 5,383 | 587 | 0.08% | 0.04% | 100 | +2,336 | 76.67% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,298 | 578 | 0.01% | 0.01% | 101 | -14 | -0.26% | Q1 2026 | May 08, 2026 |
| Harfst & Associates, Inc. | History | Added to | 5,036 | 550 | 0.1% | 0.09% | 102 | +344 | 7.33% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,032 | 549 | 0.12% | 0.11% | 103 | +83 | 1.68% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,367 | 546 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | Added to | 4,958 | 541 | 0.03% | 0.03% | 105 | +410 | 9.01% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 4,946 | 540 | 0.02% | 0.02% | 106 | +60 | 1.23% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 4,941 | 539 | 0.01% | — | 107 | +4,941 | New | Q1 2026 | May 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 4,891 | 534 | 0.05% | 0.05% | 108 | -69 | -1.39% | Q1 2026 | Apr 30, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 4,742 | 517 | 0.09% | 0.09% | 109 | -558 | -10.53% | Q1 2026 | Apr 17, 2026 |
| Nelson Capital Management, LLC | History | No change | 4,700 | 513 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,584 | 500 | 0.01% | 0.01% | 111 | -1 | -0.02% | Q1 2026 | Apr 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,501 | 491 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EFG International AG | History | Reduced | 4,449 | 485 | 0.01% | 0.01% | 114 | -960 | -17.75% | Q1 2026 | May 15, 2026 |
| GSG Advisors LLC | History | Reduced | 4,444 | 485 | 0.13% | 0.13% | 113 | -429 | -8.8% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 4,347 | 474 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,195 | 458 | 0.01% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,146 | 452 | 0.0% | — | 117 | +4,146 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,128 | 450 | 0.0% | 0.0% | 118 | -24,234 | -85.45% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 3,964 | 432 | 0.17% | 0.18% | 119 | -408 | -9.33% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,942 | 430 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 3,906 | 426 | 0.1% | 0.09% | 121 | -86 | -2.15% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,871 | 422 | 0.02% | 0.02% | 122 | +118 | 3.14% | Q1 2026 | May 19, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,835 | 418 | 0.31% | 0.3% | 124 | +221 | 6.12% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,834 | 418 | 0.06% | 0.05% | 123 | +24 | 0.63% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,820 | 417 | 0.02% | — | 125 | +3,820 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,760 | 411 | 0.0% | 0.0% | 126 | -106 | -2.74% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | No change | 3,752 | 409 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 3,722 | 406 | 0.17% | 0.12% | 128 | +932 | 33.41% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 3,634 | 395 | 0.0% | 0.0% | 129 | +1,817 | 100.0% | Q1 2026 | May 14, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 3,572 | 390 | 0.12% | 0.11% | 130 | +21 | 0.59% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,542 | 384 | 0.0% | 0.0% | 131 | -3,359 | -48.67% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Added to | 3,519 | 384 | 0.0% | 0.0% | 132 | +1,000 | 39.7% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 3,483 | 380 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,436 | 375 | 0.0% | 0.0% | 134 | -224 | -6.12% | Q1 2026 | Apr 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,416 | 373 | 0.19% | 0.17% | 135 | +260 | 8.24% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,377 | 368 | 0.0% | 0.01% | 136 | -531 | -13.59% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,374 | 368 | 0.0% | 0.0% | 137 | +403 | 13.56% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | No change | 3,359 | 366 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tranquility Partners, LLC | History | No change | 3,357 | 366 | 0.14% | 0.12% | 139 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,340 | 364 | 0.06% | 0.05% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 3,311 | 361 | 0.13% | 0.12% | 141 | +22 | 0.67% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,270 | 357 | 0.03% | 0.03% | 142 | -402 | -10.95% | Q1 2026 | Apr 14, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 3,243 | 354 | 0.18% | 0.17% | 143 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,141 | 343 | 0.0% | 0.0% | 144 | +241 | 8.31% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 3,005 | 328 | 0.0% | 0.0% | 145 | -416 | -12.16% | Q1 2026 | May 05, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 3,000 | 327 | 0.02% | — | 147 | +3,000 | New | Q1 2026 | May 21, 2026 |
| Clear Trail Advisors, LLC | History | No change | 3,000 | 327 | 0.05% | 0.07% | 146 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Blue Trust, Inc. | History | No change | 2,902 | 316 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,888 | 315 | 0.02% | 0.01% | 150 | +150 | 5.48% | Q1 2026 | Apr 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,886 | 315 | 0.01% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 2,859 | 312 | 0.11% | 0.11% | 151 | +12 | 0.42% | Q1 2026 | May 06, 2026 |
| Edge Financial Advisors LLC | History | No change | 3,060 | 311 | 0.13% | 0.13% | 152 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,843 | 310 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 2,755 | 300 | 0.2% | 0.19% | 155 | -155 | -5.33% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,956 | 300 | 0.0% | 0.0% | 154 | +145 | 5.16% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | No change | 2,754 | 300 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MOR Wealth Management, LLC | History | No change | 2,724 | 297 | 0.14% | 0.13% | 157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,691 | 293 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Reduced | 2,596 | 283 | 0.03% | 0.03% | 159 | -174 | -6.28% | Q1 2026 | Apr 07, 2026 |
| Richardson Capital Management LLC | History | New | 2,543 | 277 | 0.13% | — | 160 | +2,543 | New | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,510 | 274 | 0.03% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,500 | 273 | 0.0% | 0.0% | 162 | +500 | 25.0% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,504 | 273 | 0.0% | 0.0% | 165 | +17 | 0.68% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,505 | 273 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | No change | 2,505 | 273 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,496 | 272 | 0.02% | 0.02% | 167 | +56 | 2.3% | Q1 2026 | Apr 17, 2026 |
| Revisor Wealth Management LLC | History | No change | 2,495 | 272 | 0.08% | 0.07% | 166 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Powers Advisory Group, LLC | History | Added to | 2,346 | 256 | 0.09% | 0.08% | 169 | +313 | 15.4% | Q1 2026 | Apr 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,352 | 256 | 0.02% | 0.02% | 168 | +7 | 0.3% | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,514 | 255 | 0.22% | 0.22% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 2,306 | 251 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,286 | 249 | 0.0% | — | 172 | +2,286 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,274 | 248 | 0.0% | 0.01% | 174 | -1,103 | -32.66% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | No change | 2,275 | 248 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 2,089 | 231 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,115 | 231 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,025 | 221 | 0.01% | 0.0% | 177 | +909 | 81.45% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Advisors, LLC | History | New | 2,000 | 218 | 0.0% | — | 179 | +2,000 | New | Q1 2026 | May 01, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 2,000 | 218 | 0.12% | 0.11% | 178 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MidFirst Bank | History | Reduced | 1,955 | 213 | 0.02% | 0.02% | 180 | -257 | -11.62% | Q1 2026 | May 15, 2026 |
| PMG Wealth Management, Inc. | History | New | 1,950 | 212 | 0.15% | — | 181 | +1,950 | New | Q1 2026 | Apr 17, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,936 | 211 | 0.02% | — | 182 | +1,936 | New | Q1 2026 | May 13, 2026 |
| CV Advisors LLC | History | New | 1,900 | 207 | 0.06% | — | 183 | +1,900 | New | Q1 2026 | May 01, 2026 |
| Avant Capital LLC | History | Reduced | 1,893 | 206 | 0.14% | 0.16% | 184 | -378 | -16.64% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 1,877 | 205 | 0.0% | — | 186 | +1,877 | New | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,887 | 205 | 0.0% | 0.0% | 185 | -267 | -12.4% | Q1 2026 | May 11, 2026 |
| Gemmer Asset Management LLC | History | New | 1,875 | 204 | 0.02% | — | 187 | +1,875 | New | Q1 2026 | Apr 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,866 | 201 | 0.01% | 0.01% | 188 | -797 | -29.93% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,417 | 154 | 0.0% | 0.0% | 189 | -249 | -14.95% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,368 | 149 | 0.0% | — | 190 | +1,368 | New | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,355 | 147 | 0.0% | 0.0% | 191 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,190 | 129 | 0.0% | 0.0% | 192 | -356 | -23.03% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,159 | 126 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,102 | 120 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,097 | 119 | 0.0% | — | 195 | +1,097 | New | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 1,075 | 117 | 0.09% | 0.08% | 196 | +4 | 0.37% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | No change | 1,004 | 109 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 1,000 | 109 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | No change | 977 | 106 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 972 | 106 | 0.11% | 0.09% | 200 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Citizens National Bank Trust Department | History | No change | 939 | 102 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parvin Asset Management, LLC | History | No change | 938 | 102 | 0.07% | 0.08% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 912 | 99 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Torren Management, LLC | History | New | 858 | 93 | 0.05% | — | 204 | +858 | New | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | Added to | 840 | 91 | 0.0% | 0.0% | 205 | +1 | 0.12% | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 827 | 90 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 700 | 76 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 615 | 67 | 0.0% | 0.0% | 208 | -58 | -8.62% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Added to | 594 | 64 | 0.01% | 0.01% | 209 | +124 | 26.38% | Q1 2026 | Apr 24, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 525 | 57 | 0.0% | — | 210 | +525 | New | Q1 2026 | Apr 14, 2026 |
| CX Institutional | History | New | 500 | 55 | 0.0% | — | 213 | +500 | New | Q1 2026 | Apr 06, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 510 | 55 | 0.01% | 0.01% | 212 | +79 | 18.33% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 514 | 55 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 54 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 469 | 51 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 456 | 49 | 0.01% | — | 216 | +456 | New | Q1 2026 | Apr 14, 2026 |
| Colonial Trust Co / SC | History | No change | 446 | 48 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 416 | 45 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 408 | 44 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 395 | 43 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Added to | 392 | 42 | 0.0% | 0.0% | 221 | +1 | 0.26% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 383 | 41 | 0.0% | 0.0% | 223 | +2 | 0.52% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 384 | 41 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 309 | 33 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 300 | 32 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 295 | 32 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GAMMA Investing LLC | History | No change | 287 | 31 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | No change | 282 | 30 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 259 | 28 | 0.0% | — | 230 | +259 | New | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Reduced | 262 | 28 | 0.0% | 0.0% | 229 | -250 | -48.83% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | No change | 244 | 26 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 231 | 25 | 0.02% | — | 232 | +231 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 216 | 23 | 0.0% | 0.0% | 233 | -11 | -4.85% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 194 | 21 | 0.0% | 0.0% | 234 | +21 | 12.14% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 182 | 19 | 0.01% | — | 235 | +182 | New | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 167 | 18 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 165 | 17 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caldwell Trust Co | History | No change | 150 | 16 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | New | 145 | 15 | 0.0% | — | 240 | +145 | New | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | No change | 135 | 15 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 133 | 14 | 0.0% | 0.0% | 241 | -185 | -58.18% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 125 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 10 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | New | 83 | 9 | 0.0% | — | 244 | +83 | New | Q1 2026 | Apr 22, 2026 |
| REAP Financial Group, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 45 | 4 | 0.0% | 0.0% | 246 | -215 | -82.69% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 34 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -35,842 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,393 | -100.0% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,241 | -100.0% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -614 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2 | 0 | — | 0.0% | — | -576 | -99.65% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 14, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | Apr 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |