WisdomTree Trust - DLS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Reduced | 775,096 | 62,790 | 0.36% | 0.39% | 1 | -26,478 | -3.3% | Q4 2025 | Feb 10, 2026 |
| BIP Wealth, LLC | History | Added to | 270,886 | 21,944 | 0.77% | 1.06% | 2 | +1,521 | 0.56% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | Reduced | 195,757 | 15,858 | 1.28% | 1.3% | 3 | -3,905 | -1.96% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 182,060 | 14,748 | 0.0% | 0.0% | 4 | +2,991 | 1.67% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 160,714 | 13,019 | 0.0% | 0.0% | 5 | -19,979 | -11.06% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 115,111 | 9,325 | 0.01% | 0.01% | 6 | -1,866 | -1.6% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 108,674 | 8,803 | 0.0% | 0.0% | 7 | -688 | -0.63% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 97,253 | 7,878 | 0.05% | 0.05% | 8 | -1,841 | -1.86% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 92,748 | 7,514 | 0.01% | 0.01% | 9 | -809 | -0.86% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 85,401 | 6,918 | 0.2% | 0.24% | 10 | -7,023 | -7.6% | Q4 2025 | Feb 19, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 83,604 | 6,772 | 0.37% | 0.38% | 11 | -221 | -0.26% | Q4 2025 | Jan 12, 2026 |
| Csenge Advisory Group | History | Reduced | 82,548 | 6,687 | 0.3% | 0.34% | 12 | -6,828 | -7.64% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,219 | 6,417 | 0.0% | 0.0% | 13 | +4,415 | 5.9% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 76,451 | 6,193 | 0.0% | 0.0% | 14 | -5,772 | -7.02% | Q4 2025 | Jan 29, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 75,407 | 6,108 | 1.11% | 1.13% | 15 | -360 | -0.48% | Q4 2025 | Jan 26, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 70,000 | 5,670 | 0.29% | 0.32% | 16 | -8,291 | -10.59% | Q4 2025 | Jan 27, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 66,870 | 5,417 | 1.57% | 1.58% | 17 | -1,278 | -1.88% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 66,352 | 5,375 | 0.0% | 0.0% | 18 | -272 | -0.41% | Q4 2025 | Feb 12, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 59,648 | 4,832 | 0.98% | 1.0% | 19 | -304 | -0.51% | Q4 2025 | Feb 11, 2026 |
| Waterfront Wealth Inc. | History | Added to | 55,241 | 4,729 | 0.9% | 0.87% | 20 | +739 | 1.36% | Q4 2025 | Jan 27, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 57,195 | 4,633 | 0.81% | 0.87% | 21 | +7 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 56,385 | 4,567 | 0.01% | 0.0% | 22 | +30,317 | 116.3% | Q4 2025 | Mar 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 56,114 | 4,545 | 0.08% | 0.09% | 23 | +54 | 0.1% | Q4 2025 | Jan 16, 2026 |
| LPL Financial LLC | History | Reduced | 49,615 | 4,019 | 0.0% | 0.0% | 24 | -357 | -0.71% | Q4 2025 | Feb 11, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 44,432 | 3,599 | 1.5% | 1.84% | 25 | -4,632 | -9.44% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 39,648 | 3,211 | 0.04% | 0.07% | 26 | -36,138 | -47.68% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 39,451 | 3,195 | 0.0% | 0.0% | 27 | +2,225 | 5.98% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,598 | 3,126 | 0.01% | 0.01% | 28 | +461 | 1.21% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,609 | 3,047 | 0.0% | — | 29 | +37,609 | New | Q4 2025 | Feb 17, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 36,737 | 2,976 | 1.07% | 1.15% | 30 | -1,690 | -4.4% | Q4 2025 | Jan 14, 2026 |
| Wealth Architects, LLC | History | Reduced | 34,633 | 2,805 | 0.25% | 0.26% | 31 | -100 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 33,901 | 2,746 | 0.46% | 0.54% | 32 | -6,799 | -16.71% | Q4 2025 | Jan 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,802 | 2,738 | 0.01% | 0.0% | 33 | +8,978 | 36.17% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,010 | 2,512 | 0.0% | 0.0% | 34 | +9,952 | 47.26% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,182 | 2,445 | 0.05% | 0.05% | 35 | +1,166 | 4.02% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 28,117 | 2,277 | 0.17% | 0.17% | 36 | -79 | -0.28% | Q4 2025 | Jan 23, 2026 |
| Tandem Investment Partners LLC | History | Added to | 27,725 | 2,246 | 1.89% | 1.79% | 37 | +305 | 1.11% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 27,648 | 2,239 | 0.01% | — | 38 | +27,648 | New | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 26,676 | 2,161 | 0.02% | 0.02% | 39 | +957 | 3.72% | Q4 2025 | Feb 05, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 24,627 | 1,995 | 1.52% | 1.54% | 40 | +391 | 1.61% | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 24,248 | 1,964 | 0.08% | 0.08% | 41 | -14 | -0.06% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,493 | 1,822 | 0.0% | 0.0% | 42 | +1,474 | 7.01% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,382 | 1,732 | 0.0% | 0.0% | 43 | +2,342 | 12.3% | Q4 2025 | Feb 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 21,296 | 1,725 | 0.51% | 0.5% | 44 | +301 | 1.43% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,190 | 1,716 | 0.0% | 0.0% | 45 | +1,150 | 5.74% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 20,394 | 1,652 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| McLean Asset Management Corp | History | Reduced | 19,781 | 1,645 | 0.29% | 0.35% | 47 | -1,426 | -6.72% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 19,183 | 1,554 | 0.05% | 0.06% | 48 | -1,021 | -5.05% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,888 | 1,530 | 0.03% | 0.02% | 49 | +501 | 2.72% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 18,575 | 1,504 | 0.01% | 0.02% | 50 | -1,981 | -9.64% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,827 | 1,444 | 0.0% | 0.0% | 51 | +586 | 3.4% | Q4 2025 | Feb 10, 2026 |
| Sharper & Granite LLC | History | Reduced | 17,200 | 1,393 | 0.49% | 0.49% | 52 | -160 | -0.92% | Q4 2025 | Jan 27, 2026 |
| Addison Advisors LLC | History | Reduced | 17,045 | 1,380 | 0.31% | 0.32% | 53 | -141 | -0.82% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,860 | 1,365 | 0.0% | 0.0% | 54 | -1,128 | -6.27% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 16,101 | 1,304 | 0.09% | 0.09% | 55 | -517 | -3.11% | Q4 2025 | Feb 23, 2026 |
| Betterment LLC | History | Reduced | 15,427 | 1,250 | 0.0% | 0.0% | 56 | -275 | -1.75% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 14,861 | 1,203 | 0.0% | 0.0% | 57 | +459 | 3.19% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 13,552 | 1,097 | 0.74% | 0.78% | 58 | -68 | -0.5% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 13,510 | 1,094 | 0.03% | 0.03% | 59 | +746 | 5.84% | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 13,439 | 1,088 | 0.1% | 0.1% | 60 | -680 | -4.82% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,238 | 1,072 | 0.04% | 0.04% | 61 | -31 | -0.23% | Q4 2025 | Jan 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 12,172 | 988 | 0.07% | 0.07% | 62 | -3 | -0.02% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 11,825 | 957 | 0.01% | 0.01% | 63 | -208 | -1.73% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 11,022 | 892 | 0.03% | 0.03% | 64 | -1,157 | -9.5% | Q4 2025 | Jan 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 10,641 | 862 | 0.16% | 0.25% | 65 | -1,069 | -9.13% | Q4 2025 | Jan 26, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 10,502 | 850 | 0.8% | 0.73% | 66 | -150 | -1.41% | Q4 2025 | Jan 07, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 10,332 | 836 | 0.18% | 0.19% | 67 | -134 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 9,583 | 776 | 0.27% | 0.26% | 68 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,843 | 725 | 0.0% | 0.0% | 69 | -4,651 | -34.47% | Q4 2025 | Jan 08, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 8,892 | 720 | 0.4% | 0.46% | 70 | -1,047 | -10.53% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,676 | 702 | 0.01% | 0.01% | 71 | -558 | -6.04% | Q4 2025 | Jan 23, 2026 |
| Envision Financial LLC | History | Reduced | 8,653 | 700 | 0.37% | 0.41% | 72 | -376 | -4.16% | Q4 2025 | Jan 07, 2026 |
| Cerity Partners LLC | History | Added to | 8,404 | 680 | 0.0% | 0.0% | 73 | +2,298 | 37.64% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 8,242 | 667 | 0.0% | 0.0% | 74 | -99 | -1.19% | Q4 2025 | Feb 03, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 7,896 | 639 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sound Stewardship, LLC | History | Added to | 7,811 | 632 | 0.3% | 0.3% | 76 | +3 | 0.04% | Q4 2025 | Jan 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,287 | 590 | 0.01% | 0.01% | 77 | -1,347 | -15.6% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,268 | 588 | 0.0% | 0.0% | 78 | -17,742 | -70.94% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 6,928 | 561 | 0.03% | 0.03% | 79 | -24 | -0.35% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,697 | 542 | 0.0% | 0.01% | 80 | -6,459 | -49.1% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,566 | 531 | 0.01% | 0.01% | 81 | +328 | 5.26% | Q4 2025 | Feb 17, 2026 |
| Tillman Hartley LLC | History | Reduced | 6,482 | 525 | 0.13% | 0.13% | 82 | -10 | -0.15% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,473 | 524 | 0.0% | 0.0% | 83 | -85 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Viewpoint Capital Management LLC | History | No change | 6,221 | 503 | 0.22% | 0.22% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 6,095 | 493 | 0.3% | 0.35% | 85 | -1,462 | -19.35% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,882 | 476 | 0.0% | 0.0% | 86 | -1,291 | -18.0% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 5,881 | 476 | 0.01% | 0.01% | 87 | +175 | 3.07% | Q4 2025 | Jan 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,770 | 467 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Montis Financial, LLC | History | Added to | 5,731 | 464 | 0.09% | 0.06% | 89 | +2,569 | 81.25% | Q4 2025 | Feb 11, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,516 | 446 | 0.13% | 0.12% | 90 | -16 | -0.29% | Q4 2025 | Feb 06, 2026 |
| Williams & Novak, LLC | History | Reduced | 5,453 | 441 | 0.33% | 0.33% | 91 | -30 | -0.55% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,375 | 435 | 0.01% | 0.01% | 92 | +34 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,286 | 428 | 0.01% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,214 | 422 | 0.0% | 0.0% | 94 | +1,303 | 33.32% | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 5,193 | 420 | 0.05% | 0.07% | 95 | -2,961 | -36.31% | Q4 2025 | Feb 18, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 5,135 | 416 | 0.2% | 0.22% | 96 | +12 | 0.23% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,785 | 387 | 0.0% | 0.0% | 97 | +61 | 1.29% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,412 | 357 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 4,249 | 344 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 4,091 | 331 | 0.05% | 0.05% | 100 | +21 | 0.52% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,036 | 326 | 0.0% | 0.0% | 101 | +9 | 0.22% | Q4 2025 | Feb 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 3,987 | 322 | 0.02% | 0.02% | 102 | -27 | -0.67% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 3,891 | 315 | 0.0% | 0.0% | 103 | -535 | -12.09% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 3,876 | 313 | 0.0% | 0.0% | 104 | +1,157 | 42.55% | Q4 2025 | Feb 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 3,835 | 310 | 0.12% | 1.04% | 105 | -41,957 | -91.63% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,806 | 308 | 0.0% | 0.0% | 106 | -497 | -11.55% | Q4 2025 | Feb 17, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 3,718 | 301 | 0.21% | 0.22% | 107 | -98 | -2.57% | Q4 2025 | Jan 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,679 | 298 | 0.0% | 0.0% | 108 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,674 | 297 | 0.0% | 0.0% | 109 | -1 | -0.03% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,589 | 290 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,529 | 285 | 0.0% | — | 111 | +3,529 | New | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 3,506 | 284 | 0.0% | 0.0% | 112 | -321 | -8.39% | Q4 2025 | Feb 19, 2026 |
| McAdam, LLC | History | Reduced | 3,443 | 278 | 0.01% | 0.01% | 113 | -142 | -3.96% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 3,423 | 277 | 0.01% | 0.01% | 114 | -850 | -19.89% | Q4 2025 | Feb 10, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 3,329 | 276 | 0.14% | 0.15% | 116 | +24 | 0.73% | Q4 2025 | Jan 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,417 | 276 | 0.0% | 0.0% | 115 | +8 | 0.23% | Q4 2025 | Jan 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,312 | 268 | 0.07% | 0.05% | 117 | +322 | 10.77% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Added to | 3,293 | 266 | 0.0% | 0.0% | 118 | +315 | 10.58% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | New | 3,276 | 265 | 0.0% | — | 119 | +3,276 | New | Q4 2025 | Jan 26, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 3,266 | 264 | 0.03% | 0.03% | 120 | -330 | -9.18% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,248 | 263 | 0.0% | 0.0% | 121 | +2 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,184 | 257 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,135 | 253 | 0.04% | — | 123 | +3,135 | New | Q4 2025 | Feb 12, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 3,015 | 244 | 0.02% | 0.02% | 124 | -80 | -2.58% | Q4 2025 | Jan 22, 2026 |
| Independent Advisor Alliance | History | No change | 3,000 | 243 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GTS SECURITIES LLC | History | New | 2,956 | 239 | 0.01% | — | 126 | +2,956 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 2,866 | 232 | 0.0% | — | 127 | +2,866 | New | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,850 | 230 | 0.0% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BEACON FINANCIAL GROUP | History | New | 2,799 | 226 | 0.02% | — | 129 | +2,799 | New | Q4 2025 | Apr 01, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,785 | 225 | 0.01% | 0.01% | 130 | +2 | 0.07% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 2,743 | 222 | 0.0% | 0.0% | 131 | +137 | 5.26% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,742 | 222 | 0.05% | 0.05% | 132 | -50 | -1.79% | Q4 2025 | Feb 10, 2026 |
| Financial Harvest, LLC | History | No change | 2,744 | 222 | 0.14% | 0.15% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,616 | 211 | 0.0% | — | 134 | +2,616 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,603 | 210 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,600 | 210 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 2,514 | 203 | 0.12% | 0.12% | 137 | +6 | 0.24% | Q4 2025 | Feb 09, 2026 |
| Zhang Financial LLC | History | New | 2,487 | 201 | 0.01% | — | 139 | +2,487 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,487 | 201 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | No change | 2,061 | 166 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 1,900 | 153 | 0.0% | 0.0% | 141 | +125 | 7.04% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,859 | 150 | 0.12% | 0.18% | 142 | -340 | -15.46% | Q4 2025 | Feb 10, 2026 |
| Fairman Group, LLC | History | Added to | 1,816 | 147 | 0.12% | 0.11% | 144 | +18 | 1.0% | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,820 | 147 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Investors Research Corp | History | No change | 1,707 | 138 | 0.03% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Front Row Advisors LLC | History | No change | 1,664 | 134 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,599 | 129 | 0.0% | 0.0% | 147 | +217 | 15.7% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | Reduced | 1,533 | 124 | 0.0% | 0.0% | 148 | -2,566 | -62.6% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,528 | 123 | 0.0% | 0.0% | 149 | -4 | -0.26% | Q4 2025 | Feb 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,449 | 117 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 1,220 | 98 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tacita Capital Inc | History | No change | 1,105 | 89 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | No change | 1,089 | 88 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 759 | 61 | 0.0% | — | 154 | +759 | New | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 654 | 52 | 0.01% | 0.0% | 156 | +573 | 707.41% | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 654 | 52 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 563 | 45 | 0.01% | — | 158 | +563 | New | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 552 | 45 | 0.01% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | No change | 559 | 45 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 547 | 44 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 495 | 40 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 40 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | No change | 460 | 37 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Key FInancial Inc | History | No change | 400 | 32 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Added to | 309 | 24 | 0.0% | 0.0% | 166 | +163 | 111.64% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 300 | 24 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | New | 292 | 23 | 0.0% | — | 168 | +292 | New | Q4 2025 | Feb 10, 2026 |
| Osbon Capital Management LLC | History | New | 284 | 23 | 0.02% | — | 167 | +284 | New | Q4 2025 | Mar 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 263 | 21 | 0.0% | — | 169 | +263 | New | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 252 | 20 | 0.0% | — | 170 | +252 | New | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 245 | 19 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | No change | 206 | 16 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 193 | 15 | 0.0% | 0.0% | 173 | -28 | -12.67% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 181 | 14 | 0.0% | 0.0% | 176 | +59 | 48.36% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 175 | 14 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | No change | 185 | 14 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 162 | 13 | 0.0% | 0.0% | 178 | +62 | 62.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 170 | 13 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 120 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | New | 101 | 8 | 0.0% | — | 184 | +101 | New | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Added to | 106 | 8 | 0.0% | 0.0% | 180 | +69 | 186.49% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 106 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 106 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 98 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Asset Dedication, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 77 | 6 | 0.0% | — | 187 | +72 | 1440.0% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 86 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 86 | 6 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 60 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 40 | 3 | 0.0% | — | 190 | +40 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 38 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | No change | 14 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -124,824 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cove Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -18,325 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,575 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -7,195 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Rockbridge Investment Management, LCC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,331 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,276 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -614 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -562 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SHP Wealth Management | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Mar 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11 | 0 | — | — | — | +9 | 450.0% | Q4 2025 | Feb 17, 2026 |