WisdomTree Trust - DLS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Reduced | 751,429 | 61,241 | 0.3% | 0.36% | 1 | -23,667 | -3.05% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 259,514 | 21,150 | 0.86% | 0.77% | 2 | -11,372 | -4.2% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 257,909 | 21,019 | 0.0% | 0.0% | 3 | +75,849 | 41.66% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 193,374 | 15,759 | 1.4% | 1.28% | 4 | -2,383 | -1.22% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 156,725 | 12,773 | 0.0% | 0.0% | 5 | -3,989 | -2.48% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 114,526 | 9,333 | 0.01% | 0.01% | 6 | -585 | -0.51% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 107,958 | 8,798 | 0.0% | 0.0% | 7 | -716 | -0.66% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 97,869 | 7,976 | 0.05% | 0.05% | 8 | +616 | 0.63% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 91,702 | 7,474 | 0.01% | 0.01% | 9 | -1,046 | -1.13% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 83,147 | 6,776 | 0.21% | 0.2% | 10 | -2,254 | -2.64% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 82,305 | 6,707 | 0.0% | 0.0% | 11 | +3,086 | 3.9% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 81,887 | 6,673 | 0.36% | 0.37% | 12 | -1,717 | -2.05% | Q1 2026 | Apr 08, 2026 |
| Csenge Advisory Group | History | Reduced | 73,724 | 6,008 | 0.27% | 0.3% | 13 | -8,824 | -10.69% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 70,662 | 5,759 | 0.18% | — | 14 | +70,662 | New | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 69,693 | 5,679 | 1.05% | 1.11% | 15 | -5,714 | -7.58% | Q1 2026 | Apr 27, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 66,219 | 5,396 | 1.59% | 1.57% | 16 | -651 | -0.97% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 60,505 | 4,931 | 0.0% | 0.0% | 17 | -5,847 | -8.81% | Q1 2026 | May 13, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 60,393 | 4,922 | 0.97% | 0.98% | 18 | +745 | 1.25% | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 59,259 | 4,829 | 0.24% | 0.29% | 19 | -10,741 | -15.34% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 57,731 | 4,705 | 0.01% | 0.01% | 20 | +1,346 | 2.39% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 57,327 | 4,672 | 0.0% | 0.0% | 21 | -19,124 | -25.01% | Q1 2026 | May 05, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 56,513 | 4,605 | 0.78% | 0.81% | 22 | -682 | -1.19% | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 56,243 | 4,583 | 0.08% | 0.08% | 23 | +129 | 0.23% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 52,823 | 4,305 | 0.02% | 0.01% | 24 | +14,225 | 36.85% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 49,922 | 4,068 | 0.0% | 0.0% | 25 | +307 | 0.62% | Q1 2026 | May 06, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 47,052 | 3,834 | 0.7% | 0.9% | 26 | -8,189 | -14.82% | Q1 2026 | Apr 30, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 43,268 | 3,526 | 1.55% | 1.5% | 27 | -1,164 | -2.62% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 40,363 | 3,289 | 0.0% | 0.0% | 28 | +912 | 2.31% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 37,122 | 3,025 | 0.03% | 0.04% | 29 | -2,526 | -6.37% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 36,688 | 2,990 | 0.0% | 0.0% | 30 | -921 | -2.45% | Q1 2026 | May 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 35,591 | 2,900 | 0.99% | 1.07% | 31 | -1,146 | -3.12% | Q1 2026 | Apr 14, 2026 |
| Wealth Architects, LLC | History | Reduced | 32,285 | 2,631 | 0.23% | 0.25% | 32 | -2,348 | -6.78% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 32,022 | 2,610 | 0.01% | 0.01% | 33 | -1,780 | -5.27% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 31,296 | 2,550 | 0.0% | 0.0% | 34 | +24,028 | 330.6% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,257 | 2,547 | 0.0% | 0.0% | 35 | +247 | 0.8% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 31,158 | 2,539 | 0.04% | 0.05% | 36 | +976 | 3.23% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 27,929 | 2,276 | 0.17% | 0.17% | 37 | -188 | -0.67% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 25,745 | 2,098 | 0.01% | 0.01% | 38 | -1,903 | -6.88% | Q1 2026 | May 14, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 25,215 | 2,055 | 1.48% | 1.52% | 39 | +588 | 2.39% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 24,630 | 2,007 | 0.02% | 0.02% | 40 | -2,046 | -7.67% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 24,284 | 1,979 | 0.0% | 0.0% | 41 | +20,408 | 526.52% | Q1 2026 | May 13, 2026 |
| Impact Capital Partners LLC | History | Added to | 24,077 | 1,962 | 0.59% | 0.51% | 42 | +2,781 | 13.06% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 23,386 | 1,905 | 0.08% | 0.08% | 43 | -862 | -3.55% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,079 | 1,880 | 0.0% | 0.0% | 44 | +586 | 2.61% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,565 | 1,709 | 0.0% | 0.0% | 45 | +375 | 1.77% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 20,364 | 1,659 | 0.03% | 0.03% | 46 | -30 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 19,715 | 1,606 | 0.0% | 0.0% | 47 | +2,855 | 16.93% | Q1 2026 | May 13, 2026 |
| McLean Asset Management Corp | History | Reduced | 19,181 | 1,563 | 0.27% | 0.29% | 48 | -600 | -3.03% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 19,038 | 1,551 | 0.05% | 0.05% | 49 | -145 | -0.76% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 18,455 | 1,504 | 0.01% | 0.01% | 50 | -120 | -0.65% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,968 | 1,464 | 0.0% | 0.0% | 51 | +141 | 0.79% | Q1 2026 | May 07, 2026 |
| TOWLE & CO | History | New | 17,456 | 1,422 | 0.55% | — | 52 | +17,456 | New | Q1 2026 | May 14, 2026 |
| Wealth Care LLC | History | New | 17,139 | 1,396 | 1.24% | — | 53 | +17,139 | New | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | Reduced | 16,800 | 1,369 | 0.3% | 0.31% | 54 | -245 | -1.44% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | Reduced | 15,840 | 1,290 | 0.44% | 0.49% | 55 | -1,360 | -7.91% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 15,263 | 1,243 | 0.0% | 0.0% | 56 | +402 | 2.71% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 14,614 | 1,191 | 0.08% | 0.09% | 57 | -1,487 | -9.24% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 14,491 | 1,181 | 0.0% | 0.0% | 58 | -936 | -6.07% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 14,121 | 1,151 | 0.03% | 0.03% | 59 | +611 | 4.52% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,314 | 1,085 | 0.04% | 0.04% | 60 | +76 | 0.57% | Q1 2026 | Apr 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 12,742 | 1,038 | 0.68% | 0.74% | 61 | -810 | -5.98% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,608 | 1,027 | 0.0% | 0.0% | 62 | -8,774 | -41.03% | Q1 2026 | Apr 27, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 12,584 | 1,025 | 0.08% | 0.1% | 63 | -855 | -6.36% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,299 | 1,019 | 0.01% | 0.01% | 64 | +3,623 | 41.76% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,166 | 985 | 0.01% | 0.01% | 65 | +341 | 2.88% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | New | 11,373 | 926 | 0.02% | — | 66 | +11,373 | New | Q1 2026 | Apr 17, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 10,641 | 867 | 0.83% | 0.8% | 67 | +139 | 1.32% | Q1 2026 | Apr 16, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 10,208 | 831 | 0.2% | 0.18% | 68 | -124 | -1.2% | Q1 2026 | Apr 30, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 9,817 | 800 | 0.08% | 0.16% | 69 | -824 | -7.74% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Reduced | 9,680 | 788 | 0.03% | 0.03% | 70 | -1,342 | -12.18% | Q1 2026 | Apr 22, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 9,583 | 781 | 0.27% | 0.27% | 71 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 8,774 | 715 | 0.39% | 0.4% | 72 | -118 | -1.33% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,397 | 684 | 0.0% | 0.0% | 73 | +4,718 | 128.24% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 8,171 | 665 | 0.0% | 0.0% | 74 | -233 | -2.77% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 8,108 | 660 | 0.0% | 0.0% | 75 | -134 | -1.63% | Q1 2026 | Apr 30, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 7,896 | 643 | 0.16% | 0.17% | 76 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 7,670 | 625 | 0.53% | 1.89% | 77 | -20,055 | -72.34% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,643 | 622 | 0.0% | 0.0% | 78 | +4,054 | 112.96% | Q1 2026 | May 01, 2026 |
| Envision Financial LLC | History | Reduced | 7,598 | 619 | 0.33% | 0.37% | 79 | -1,055 | -12.19% | Q1 2026 | Apr 16, 2026 |
| Sound Stewardship, LLC | History | Reduced | 7,370 | 600 | 0.27% | 0.3% | 80 | -441 | -5.65% | Q1 2026 | Apr 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,255 | 591 | 0.01% | 0.01% | 81 | -32 | -0.44% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,944 | 571 | 0.0% | 0.0% | 82 | -1,899 | -21.47% | Q1 2026 | Apr 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 6,715 | 547 | 0.03% | 0.03% | 83 | -213 | -3.07% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,645 | 541 | 0.0% | 0.0% | 84 | +172 | 2.66% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,553 | 534 | 0.01% | 0.01% | 85 | -13 | -0.2% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | New | 6,497 | 529 | 0.11% | — | 86 | +6,497 | New | Q1 2026 | Apr 17, 2026 |
| Tillman Hartley LLC | History | No change | 6,482 | 528 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | No change | 5,881 | 516 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,277 | 511 | 0.0% | 0.0% | 89 | +1,063 | 20.39% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,277 | 511 | 0.0% | 0.0% | 90 | -420 | -6.27% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,256 | 509 | 0.0% | 0.0% | 91 | +2,727 | 77.27% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | No change | 6,221 | 507 | 0.24% | 0.22% | 92 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,770 | 470 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Williams & Novak, LLC | History | Reduced | 5,353 | 443 | 0.33% | 0.33% | 94 | -100 | -1.83% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,401 | 440 | 0.0% | — | 95 | +5,401 | New | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,366 | 437 | 0.13% | 0.13% | 96 | -150 | -2.72% | Q1 2026 | Apr 22, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,286 | 430 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 5,190 | 422 | 0.01% | — | 98 | +5,190 | New | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 5,175 | 421 | 0.0% | 0.0% | 99 | +1,882 | 57.15% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,177 | 421 | 0.01% | 0.01% | 100 | -198 | -3.68% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 5,138 | 418 | 0.19% | 0.2% | 101 | +3 | 0.06% | Q1 2026 | Apr 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 5,010 | 408 | 0.04% | 0.05% | 102 | -183 | -3.52% | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 4,738 | 386 | 0.29% | 0.3% | 103 | -1,357 | -22.26% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,674 | 380 | 0.0% | 0.0% | 104 | +1,257 | 36.79% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,412 | 359 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,333 | 353 | 0.0% | 0.0% | 106 | -452 | -9.45% | Q1 2026 | Apr 24, 2026 |
| Montis Financial, LLC | History | Reduced | 4,299 | 350 | 0.07% | 0.09% | 107 | -1,432 | -24.99% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 4,249 | 346 | 0.05% | 0.06% | 108 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,038 | 329 | 0.0% | 0.0% | 109 | +2 | 0.05% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,891 | 315 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| McAdam, LLC | History | Added to | 3,839 | 312 | 0.01% | 0.01% | 111 | +396 | 11.5% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 3,819 | 311 | 0.0% | 0.0% | 112 | +2,220 | 138.84% | Q1 2026 | May 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,801 | 309 | 0.06% | 0.05% | 114 | -290 | -7.09% | Q1 2026 | May 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 3,800 | 309 | 0.13% | 0.12% | 115 | -35 | -0.91% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,798 | 309 | 0.0% | 0.0% | 113 | -8 | -0.21% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 3,754 | 305 | 0.05% | 0.46% | 116 | -30,147 | -88.93% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,798 | 300 | 0.0% | 0.0% | 117 | +124 | 3.38% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,541 | 288 | 0.0% | 0.0% | 118 | -2,341 | -39.8% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 3,433 | 279 | 0.05% | 0.04% | 121 | +298 | 9.51% | Q1 2026 | Apr 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,433 | 279 | 0.07% | 0.07% | 119 | +121 | 3.65% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | No change | 3,423 | 279 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 3,402 | 277 | 0.0% | 0.0% | 122 | -104 | -2.97% | Q1 2026 | May 12, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 3,359 | 273 | 0.18% | 0.21% | 123 | -359 | -9.66% | Q1 2026 | Apr 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 3,334 | 271 | 0.13% | 0.14% | 124 | +5 | 0.15% | Q1 2026 | Apr 14, 2026 |
| Virtu Financial LLC | History | New | 3,293 | 268 | 0.01% | — | 125 | +3,293 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 3,276 | 266 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,248 | 264 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,184 | 259 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 3,144 | 256 | 0.03% | 0.03% | 129 | -122 | -3.74% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 3,127 | 254 | 0.0% | 0.01% | 130 | +127 | 4.23% | Q1 2026 | May 12, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 2,915 | 237 | 0.02% | 0.02% | 131 | -100 | -3.32% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,866 | 233 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,850 | 230 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | No change | 2,785 | 227 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 2,773 | 226 | 0.0% | — | 135 | +2,773 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,770 | 225 | 0.0% | — | 136 | +2,770 | New | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,742 | 223 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Harvest, LLC | History | No change | 2,744 | 223 | 0.13% | 0.14% | 138 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 2,694 | 219 | 0.02% | 0.02% | 139 | -105 | -3.75% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,603 | 212 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,600 | 211 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,514 | 204 | 0.11% | 0.12% | 142 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,487 | 202 | 0.0% | — | 145 | +2,487 | New | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,490 | 202 | 0.01% | 0.01% | 143 | -466 | -15.76% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | No change | 2,487 | 202 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,487 | 201 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,396 | 195 | 0.12% | — | 147 | +2,396 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 2,200 | 179 | 0.0% | 0.0% | 148 | +300 | 15.79% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,061 | 167 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,023 | 164 | 0.0% | — | 150 | +2,023 | New | Q1 2026 | May 07, 2026 |
| Fairman Group, LLC | History | Added to | 1,820 | 148 | 0.13% | 0.12% | 152 | +4 | 0.22% | Q1 2026 | Apr 23, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,820 | 148 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 1,816 | 147 | 0.0% | 0.0% | 153 | +1,507 | 487.7% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,791 | 145 | 0.11% | 0.12% | 154 | -68 | -3.66% | Q1 2026 | Apr 27, 2026 |
| Front Row Advisors LLC | History | No change | 1,664 | 135 | 0.05% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,528 | 124 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | No change | 1,533 | 124 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,449 | 118 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | Reduced | 1,395 | 113 | 0.02% | 0.03% | 159 | -312 | -18.28% | Q1 2026 | Apr 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,264 | 103 | 0.0% | 0.0% | 160 | +1,224 | 3060.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 1,220 | 99 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tacita Capital Inc | History | No change | 1,105 | 90 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,083 | 88 | 0.01% | 0.01% | 163 | -6 | -0.55% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 979 | 79 | 0.0% | 0.0% | 164 | +432 | 78.98% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | New | 891 | 72 | 0.0% | — | 165 | +891 | New | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 854 | 69 | 0.0% | — | 166 | +854 | New | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 830 | 67 | 0.02% | 0.02% | 167 | -45 | -5.14% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 759 | 61 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 748 | 60 | 0.0% | 0.0% | 169 | +248 | 49.6% | Q1 2026 | Jun 02, 2026 |
| Operose Advisors LLC | History | Added to | 662 | 53 | 0.01% | 0.01% | 170 | +8 | 1.22% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 636 | 51 | 0.01% | 0.01% | 171 | -18 | -2.75% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 552 | 45 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 563 | 45 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Co / SC | History | Reduced | 525 | 41 | 0.01% | 0.01% | 174 | -34 | -6.08% | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 500 | 40 | 0.0% | — | 176 | +500 | New | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 495 | 40 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | No change | 460 | 37 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 448 | 36 | 0.03% | — | 178 | +448 | New | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 400 | 32 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | No change | 300 | 24 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | No change | 284 | 23 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | No change | 292 | 23 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 263 | 21 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 252 | 20 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | No change | 245 | 19 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 211 | 17 | 0.0% | 0.0% | 186 | +18 | 9.33% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 201 | 16 | 0.0% | 0.0% | 188 | +20 | 11.05% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 203 | 16 | 0.0% | 0.0% | 187 | -3 | -1.46% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 175 | 14 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 170 | 13 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | No change | 162 | 13 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 120 | 9 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 100 | 8 | 0.0% | — | 196 | +100 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 106 | 8 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 106 | 8 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 98 | 8 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 86 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 86 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 72 | 5 | 0.0% | — | 201 | +72 | New | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 73 | 5 | 0.0% | 0.0% | 200 | -33 | -31.13% | Q1 2026 | May 05, 2026 |
| POM Investment Strategies, LLC | History | New | 53 | 4 | 0.0% | — | 204 | +53 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 50 | 4 | 0.0% | — | 203 | +50 | New | Q1 2026 | May 19, 2026 |
| AdvisorNet Financial, Inc | History | No change | 60 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 43 | 3 | 0.0% | 0.0% | 206 | -58 | -57.43% | Q1 2026 | Apr 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | No change | 14 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -18,888 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.07% | — | -12,172 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,987 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,743 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,616 | -100.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -72 | -93.51% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |