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 | Added to | 1,475,277 | 121,892 | 0.36% | 0.3% | 1 | +723,848 | 96.33% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 580,918 | 48,675 | 0.01% | 0.0% | 2 | +472,960 | 438.1% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Added to | 265,198 | 22,220 | 0.63% | 0.86% | 3 | +5,684 | 2.19% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 255,726 | 21,427 | 0.0% | 0.0% | 4 | -2,183 | -0.85% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | Reduced | 193,131 | 16,182 | 1.3% | 1.4% | 5 | -243 | -0.13% | Q2 2026 | Jul 14, 2026 |
| MORGAN STANLEY | History | Reduced | 154,465 | 12,942 | 0.0% | 0.0% | 6 | -2,260 | -1.44% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 110,171 | 9,231 | 0.01% | 0.01% | 7 | -4,355 | -3.8% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99,967 | 8,377 | 0.01% | 0.01% | 8 | +8,265 | 9.01% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 96,395 | 8,076 | 0.03% | 0.05% | 9 | -1,474 | -1.51% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 90,795 | 7,607 | 0.2% | 0.21% | 10 | +7,648 | 9.2% | Q2 2026 | Aug 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 84,330 | 7,066 | 0.29% | 0.18% | 11 | +13,668 | 19.34% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 82,849 | 6,941 | 0.0% | 0.0% | 12 | +544 | 0.66% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | New | 81,712 | 6,846 | 0.33% | — | 13 | +81,712 | New | Q2 2026 | Jul 07, 2026 |
| Evanson Asset Management, LLC | History | No change | 81,887 | 6,673 | 0.36% | 0.36% | 14 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 67,323 | 5,640 | 0.91% | 1.05% | 15 | -2,370 | -3.4% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | Reduced | 66,399 | 5,563 | 0.23% | 0.27% | 16 | -7,325 | -9.94% | Q2 2026 | Aug 10, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 61,071 | 5,117 | 0.96% | 0.97% | 17 | +678 | 1.12% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 58,785 | 4,925 | 0.0% | 0.0% | 18 | -1,720 | -2.84% | Q2 2026 | Aug 12, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 56,877 | 4,765 | 0.7% | 0.78% | 19 | +364 | 0.64% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 56,451 | 4,729 | 0.07% | 0.08% | 20 | +208 | 0.37% | Q2 2026 | Jul 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 54,347 | 4,553 | 0.01% | 0.01% | 21 | -3,384 | -5.86% | Q2 2026 | Aug 27, 2026 |
| UBS Group AG | History | Reduced | 53,386 | 4,473 | 0.0% | 0.0% | 22 | -3,941 | -6.87% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 52,290 | 4,381 | 0.01% | 0.02% | 23 | -533 | -1.01% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 50,334 | 4,217 | 0.0% | 0.0% | 24 | +412 | 0.83% | Q2 2026 | Aug 07, 2026 |
| Waterfront Wealth Inc. | History | Added to | 47,517 | 4,032 | 0.62% | 0.7% | 25 | +465 | 0.99% | Q2 2026 | Jul 30, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 46,956 | 3,934 | 0.18% | 0.24% | 26 | -12,303 | -20.76% | Q2 2026 | Aug 04, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 43,141 | 3,614 | 1.53% | 1.55% | 27 | -127 | -0.29% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Reduced | 40,180 | 3,366 | 0.0% | 0.0% | 28 | -183 | -0.45% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 38,398 | 3,218 | 0.0% | 0.0% | 29 | +1,710 | 4.66% | Q2 2026 | Aug 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 35,382 | 2,964 | 0.91% | 0.99% | 30 | -209 | -0.59% | Q2 2026 | Jul 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,967 | 2,762 | 0.01% | 0.01% | 31 | +945 | 2.95% | Q2 2026 | Aug 05, 2026 |
| Wealth Architects, LLC | History | Reduced | 32,033 | 2,684 | 0.21% | 0.23% | 32 | -252 | -0.78% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 31,838 | 2,667 | 0.04% | 0.04% | 33 | +680 | 2.18% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 29,863 | 2,502 | 0.0% | 0.0% | 34 | -1,394 | -4.46% | Q2 2026 | Aug 13, 2026 |
| TOWLE & CO | History | Added to | 27,955 | 2,342 | 0.79% | 0.55% | 35 | +10,499 | 60.15% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 27,929 | 2,340 | 0.15% | 0.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 25,622 | 2,146 | 0.59% | 0.59% | 37 | +1,545 | 6.42% | Q2 2026 | Jul 14, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 25,385 | 2,127 | 1.2% | 1.48% | 38 | +170 | 0.67% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | Added to | 25,245 | 2,115 | 0.02% | 0.02% | 39 | +615 | 2.5% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 24,246 | 2,031 | 0.0% | 0.0% | 40 | -38 | -0.16% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 23,548 | 1,973 | 0.07% | 0.08% | 41 | +162 | 0.69% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,875 | 1,916 | 0.0% | 0.0% | 42 | -204 | -0.88% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,048 | 1,844 | 0.0% | 0.0% | 43 | +483 | 2.24% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 21,499 | 1,801 | 0.01% | 0.01% | 44 | -4,246 | -16.49% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 20,136 | 1,687 | 0.03% | 0.03% | 45 | -228 | -1.12% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,435 | 1,628 | 0.0% | 0.0% | 46 | -280 | -1.42% | Q2 2026 | Aug 12, 2026 |
| McLean Asset Management Corp | History | Reduced | 18,554 | 1,598 | 0.21% | 0.27% | 47 | -627 | -3.27% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 18,524 | 1,552 | 0.01% | 0.03% | 48 | -18,598 | -50.1% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,616 | 1,476 | 0.04% | 0.05% | 49 | -1,422 | -7.47% | Q2 2026 | Aug 14, 2026 |
| Wealth Care LLC | History | Added to | 17,263 | 1,446 | 1.17% | 1.24% | 50 | +124 | 0.72% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 17,202 | 1,441 | 0.01% | 0.01% | 51 | -1,253 | -6.79% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,183 | 1,439 | 0.0% | 0.0% | 52 | -785 | -4.37% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 15,990 | 1,339 | 0.0% | 0.0% | 53 | +727 | 4.76% | Q2 2026 | Aug 03, 2026 |
| Sharper & Granite LLC | History | Reduced | 14,493 | 1,214 | 0.38% | 0.44% | 54 | -1,347 | -8.5% | Q2 2026 | Jul 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 14,454 | 1,211 | 0.08% | 0.08% | 55 | -160 | -1.09% | Q2 2026 | Jul 08, 2026 |
| Betterment LLC | History | Reduced | 14,395 | 1,206 | 0.0% | 0.0% | 56 | -96 | -0.66% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 14,171 | 1,187 | 0.03% | 0.03% | 57 | +50 | 0.35% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,277 | 1,112 | 0.03% | 0.04% | 58 | -37 | -0.28% | Q2 2026 | Jul 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,446 | 1,042 | 0.01% | 0.01% | 59 | +280 | 2.3% | Q2 2026 | Aug 17, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 11,954 | 1,001 | 0.07% | 0.08% | 60 | -630 | -5.01% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,481 | 961 | 0.0% | 0.0% | 61 | -1,127 | -8.94% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Wealth Management, LLC | History | No change | 10,641 | 891 | 0.8% | 0.83% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 10,580 | 886 | 0.56% | 0.68% | 63 | -2,162 | -16.97% | Q2 2026 | Jul 31, 2026 |
| Robinswood Financial LLC | History | Added to | 10,232 | 857 | 0.25% | 0.26% | 64 | +18 | 0.18% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 10,094 | 845 | 0.0% | 0.0% | 65 | +7,324 | 264.4% | Q2 2026 | Sep 02, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 9,995 | 837 | 0.22% | 0.2% | 66 | -213 | -2.09% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,659 | 809 | 0.01% | 0.01% | 67 | -2,640 | -21.47% | Q2 2026 | Jul 17, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 9,664 | 809 | 0.07% | 0.08% | 68 | -153 | -1.56% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | Reduced | 9,600 | 804 | 0.02% | 0.03% | 69 | -80 | -0.83% | Q2 2026 | Jul 15, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 8,478 | 710 | 0.23% | 0.27% | 70 | -1,105 | -11.53% | Q2 2026 | Aug 04, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 8,417 | 705 | 0.35% | 0.39% | 71 | -357 | -4.07% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,397 | 703 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | Reduced | 7,712 | 646 | 0.3% | 0.3% | 73 | -9,088 | -54.1% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,666 | 642 | 0.0% | 0.0% | 74 | -442 | -5.45% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,632 | 639 | 0.0% | 0.0% | 75 | -11 | -0.14% | Q2 2026 | Aug 05, 2026 |
| Sound Stewardship, LLC | History | Added to | 7,376 | 618 | 0.25% | 0.27% | 76 | +6 | 0.08% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,097 | 602 | 0.0% | 0.0% | 77 | +153 | 2.2% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,157 | 599 | 0.0% | 0.0% | 78 | +512 | 7.71% | Q2 2026 | Aug 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 7,110 | 595 | 0.14% | 0.16% | 79 | -786 | -9.95% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,653 | 557 | 0.0% | 0.0% | 80 | +376 | 5.99% | Q2 2026 | Aug 06, 2026 |
| Envision Financial LLC | History | Reduced | 6,568 | 550 | 0.25% | 0.33% | 81 | -1,030 | -13.56% | Q2 2026 | Jul 10, 2026 |
| BCS Wealth Management | History | No change | 6,497 | 544 | 0.1% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,486 | 543 | 0.01% | 0.02% | 83 | -4,887 | -42.97% | Q2 2026 | Jul 15, 2026 |
| Tillman Hartley LLC | History | Reduced | 6,458 | 541 | 0.12% | 0.13% | 84 | -24 | -0.37% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,418 | 537 | 0.01% | 0.01% | 85 | -837 | -11.54% | Q2 2026 | Jul 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 6,397 | 536 | 0.03% | 0.03% | 86 | -318 | -4.74% | Q2 2026 | Jul 10, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 6,025 | 504 | 0.39% | 0.53% | 87 | -1,645 | -21.45% | Q2 2026 | Jul 27, 2026 |
| Apella Capital, LLC | History | Reduced | 5,706 | 483 | 0.01% | 0.01% | 89 | -175 | -2.98% | Q2 2026 | Jul 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,770 | 483 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | Reduced | 5,617 | 470 | 0.0% | 0.0% | 90 | -2,554 | -31.26% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,578 | 467 | 0.01% | 0.01% | 91 | -975 | -14.88% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,448 | 456 | 0.0% | 0.0% | 92 | -808 | -12.92% | Q2 2026 | Aug 19, 2026 |
| Williams & Novak, LLC | History | No change | 5,353 | 448 | 0.3% | 0.33% | 93 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FMR LLC | History | Added to | 5,301 | 444 | 0.0% | 0.0% | 94 | +126 | 2.43% | Q2 2026 | Aug 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,308 | 444 | 0.12% | 0.13% | 95 | -58 | -1.08% | Q2 2026 | Aug 10, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,286 | 442 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,199 | 435 | 0.0% | 0.0% | 97 | -26,097 | -83.39% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,191 | 434 | 0.0% | 0.0% | 99 | -210 | -3.89% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 5,190 | 434 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 5,177 | 433 | 0.0% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 5,159 | 432 | 0.2% | 0.19% | 101 | +21 | 0.41% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,119 | 428 | 0.0% | 0.0% | 102 | -1,158 | -18.45% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 5,051 | 423 | 0.04% | 0.04% | 103 | +41 | 0.82% | Q2 2026 | Aug 11, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 4,921 | 412 | 0.21% | 0.24% | 104 | -1,300 | -20.9% | Q2 2026 | Aug 04, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 4,686 | 392 | 0.27% | 0.29% | 105 | -52 | -1.1% | Q2 2026 | Jul 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,659 | 390 | 0.0% | 0.0% | 106 | +621 | 15.38% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,582 | 383 | 0.0% | 0.0% | 107 | +249 | 5.75% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,412 | 369 | 0.02% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Montis Financial, LLC | History | Added to | 4,360 | 365 | 0.07% | 0.07% | 109 | +61 | 1.42% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,111 | 344 | 0.0% | 0.0% | 110 | +313 | 8.24% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | Added to | 3,894 | 326 | 0.01% | 0.01% | 111 | +55 | 1.43% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,814 | 319 | 0.0% | 0.0% | 112 | +16 | 0.42% | Q2 2026 | Aug 14, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 3,751 | 314 | 0.05% | 0.05% | 113 | -3 | -0.08% | Q2 2026 | Jul 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 3,727 | 312 | 0.07% | 0.05% | 114 | -522 | -12.29% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | New | 3,690 | 309 | 0.0% | — | 115 | +3,690 | New | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,601 | 301 | 0.0% | 0.0% | 116 | -1,073 | -22.96% | Q2 2026 | Aug 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,508 | 294 | 0.07% | 0.07% | 117 | +75 | 2.18% | Q2 2026 | Jul 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,433 | 287 | 0.04% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | Added to | 3,400 | 284 | 0.01% | 0.0% | 119 | +1,200 | 54.55% | Q2 2026 | Jul 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 3,374 | 282 | 0.11% | 0.13% | 120 | +40 | 1.2% | Q2 2026 | Aug 10, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | No change | 3,359 | 281 | 0.16% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| One Capital Management, LLC | History | No change | 3,423 | 279 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 3,300 | 276 | 0.0% | — | 123 | +3,300 | New | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,251 | 272 | 0.0% | 0.0% | 124 | +3 | 0.09% | Q2 2026 | Aug 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 3,243 | 271 | 0.1% | 0.13% | 125 | -557 | -14.66% | Q2 2026 | Aug 10, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,207 | 268 | 0.05% | 0.06% | 126 | -594 | -15.63% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | Reduced | 3,175 | 266 | 0.0% | 0.0% | 128 | -227 | -6.67% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,186 | 266 | 0.0% | 0.0% | 127 | +2 | 0.06% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 3,276 | 266 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 3,134 | 262 | 0.03% | 0.03% | 130 | -10 | -0.32% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,019 | 252 | 0.0% | 0.0% | 131 | -522 | -14.74% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 3,000 | 251 | 0.01% | 0.0% | 132 | -127 | -4.06% | Q2 2026 | Aug 12, 2026 |
| Telos Capital Management, Inc. | History | No change | 2,915 | 244 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,866 | 240 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOVEM GROUP | History | New | 2,799 | 234 | 0.02% | — | 135 | +2,799 | New | Q2 2026 | Jul 21, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,788 | 233 | 0.01% | 0.01% | 136 | +3 | 0.11% | Q2 2026 | Aug 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,773 | 232 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,742 | 229 | 0.04% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Financial Harvest, LLC | History | No change | 2,744 | 229 | 0.09% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,600 | 217 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 2,547 | 213 | 0.02% | 0.02% | 141 | -147 | -5.46% | Q2 2026 | Jul 16, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,514 | 210 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zhang Financial LLC | History | No change | 2,487 | 208 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 2,457 | 206 | 0.0% | — | 144 | +2,457 | New | Q2 2026 | Aug 10, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 2,410 | 201 | 0.12% | 0.12% | 145 | +14 | 0.58% | Q2 2026 | Jul 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 2,387 | 200 | 0.0% | 0.0% | 146 | -216 | -8.3% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 2,061 | 172 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,023 | 169 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairman Group, LLC | History | Added to | 1,851 | 155 | 0.12% | 0.13% | 149 | +31 | 1.7% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,849 | 154 | 0.0% | 0.0% | 150 | -1,970 | -51.58% | Q2 2026 | Aug 03, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,820 | 152 | 0.03% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,806 | 151 | 0.09% | 0.11% | 152 | +15 | 0.84% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,789 | 149 | 0.0% | 0.0% | 153 | +261 | 17.08% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 1,664 | 146 | 0.04% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1,702 | 142 | 0.0% | 0.0% | 155 | -114 | -6.28% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 1,533 | 128 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,449 | 121 | 0.01% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,425 | 119 | 0.01% | — | 158 | +1,425 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,199 | 100 | 0.0% | 0.0% | 160 | +220 | 22.47% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,196 | 100 | 0.0% | 0.0% | 159 | -68 | -5.38% | Q2 2026 | Aug 13, 2026 |
| Tacita Capital Inc | History | No change | 1,105 | 92 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 891 | 74 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vanguard National Trust Co | History | No change | 854 | 71 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 835 | 69 | 0.02% | 0.02% | 164 | +5 | 0.6% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 748 | 62 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Operose Advisors LLC | History | No change | 662 | 55 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 636 | 53 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 560 | 46 | 0.02% | — | 169 | +560 | New | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 552 | 46 | 0.0% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Colonial Trust Co / SC | History | No change | 525 | 43 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 503 | 42 | 0.0% | 0.0% | 171 | +443 | 738.33% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 495 | 41 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 500 | 41 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ameritas Advisory Services, LLC | History | New | 473 | 39 | 0.0% | — | 174 | +473 | New | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 462 | 38 | 0.0% | 0.0% | 175 | +251 | 118.96% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 460 | 38 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 448 | 37 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Key FInancial Inc | History | No change | 400 | 33 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 300 | 25 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 286 | 23 | 0.0% | 0.0% | 180 | +213 | 291.78% | Q2 2026 | Jul 23, 2026 |
| Osbon Capital Management LLC | History | No change | 284 | 23 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 268 | 22 | 0.0% | 0.0% | 182 | +5 | 1.9% | Q2 2026 | Jul 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 254 | 21 | 0.01% | — | 184 | +254 | New | Q2 2026 | Aug 27, 2026 |
| Triumph Capital Management | History | No change | 252 | 21 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crewe Advisors LLC | History | No change | 245 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 204 | 17 | 0.0% | 0.0% | 187 | +3 | 1.49% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 203 | 17 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 200 | 16 | 0.0% | — | 188 | +200 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 176 | 14 | 0.0% | 0.0% | 190 | +104 | 144.44% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 175 | 14 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 170 | 14 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 162 | 13 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 120 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 108 | 9 | 0.0% | — | 194 | +108 | New | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 106 | 8 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Dedication, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 86 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 86 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EPG Wealth Management LLC | History | New | 57 | 4 | 0.0% | — | 200 | +57 | New | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 36 | 3 | 0.0% | 0.0% | 201 | -70 | -66.04% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REAP Financial Group, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 35 | 2 | 0.0% | — | 204 | +35 | New | Q2 2026 | Jul 21, 2026 |
| HOWE & RUSLING INC | History | No change | 14 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 12 | 1 | 0.0% | — | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neumann Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.59% | — | -66,219 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,293 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,490 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,487 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,395 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -1,220 | -100.0% | Q2 2026 | Jul 16, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,083 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q2 2026 | Jul 20, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Planning Strategies Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |