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 | No change | 1,475,277 | 121,892 | 0.36% | 0.36% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 580,918 | 48,675 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 255,726 | 21,427 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 241,985 | 21,098 | 0.57% | 0.63% | 4 | -23,213 | -8.75% | Q3 2026 | Oct 22, 2026 |
| LRI Investments, LLC | History | No change | 193,131 | 16,182 | 1.3% | 1.3% | 5 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MORGAN STANLEY | History | No change | 154,465 | 12,942 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 110,171 | 9,231 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 99,967 | 8,377 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 96,395 | 8,076 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 91,422 | 7,971 | 0.2% | 0.2% | 10 | +627 | 0.69% | Q3 2026 | Nov 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 84,330 | 7,066 | 0.29% | 0.29% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 82,849 | 6,941 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neumann Capital Management, LLC | History | New | 71,651 | 6,247 | 1.6% | — | 13 | +71,651 | New | Q3 2026 | Oct 15, 2026 |
| Evanson Financial, LLC | History | Reduced | 71,234 | 6,210 | 0.31% | 0.33% | 14 | -10,478 | -12.82% | Q3 2026 | Oct 23, 2026 |
| Csenge Advisory Group | History | Reduced | 64,651 | 5,636 | 0.22% | 0.23% | 15 | -1,748 | -2.63% | Q3 2026 | Nov 04, 2026 |
| WESCAP Management Group, Inc. | History | No change | 61,071 | 5,117 | 0.96% | 0.96% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 58,785 | 4,925 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 56,022 | 4,884 | 0.67% | 0.7% | 18 | -855 | -1.5% | Q3 2026 | Oct 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 55,312 | 4,822 | 0.07% | 0.07% | 19 | -1,139 | -2.02% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 53,653 | 4,677 | 0.01% | 0.01% | 20 | +1,363 | 2.61% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 54,347 | 4,553 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| UBS Group AG | History | No change | 53,386 | 4,473 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 50,334 | 4,217 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterfront Wealth Inc. | History | Added to | 48,410 | 4,159 | 0.66% | 0.62% | 24 | +893 | 1.88% | Q3 2026 | Nov 03, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 46,956 | 3,934 | 0.18% | 0.18% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 40,874 | 3,563 | 1.61% | 1.53% | 26 | -2,267 | -5.25% | Q3 2026 | Oct 13, 2026 |
| Phillip James Consulting Co. | History | New | 38,911 | 3,392 | 2.28% | — | 27 | +38,911 | New | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Reduced | 38,169 | 3,327 | 0.0% | 0.0% | 28 | -2,011 | -5.0% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 38,398 | 3,218 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 35,293 | 3,077 | 0.93% | 0.91% | 30 | -89 | -0.25% | Q3 2026 | Oct 19, 2026 |
| Wealth Architects, LLC | History | Reduced | 31,899 | 2,781 | 0.22% | 0.21% | 31 | -134 | -0.42% | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 32,967 | 2,762 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31,838 | 2,667 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 30,212 | 2,634 | 0.42% | 0.91% | 34 | -37,111 | -55.12% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 29,863 | 2,502 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOWLE & CO | History | No change | 27,955 | 2,342 | 0.79% | 0.79% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 27,929 | 2,340 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 26,331 | 2,295 | 0.63% | 0.59% | 38 | +709 | 2.77% | Q3 2026 | Oct 22, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 25,504 | 2,223 | 1.3% | 1.2% | 39 | +119 | 0.47% | Q3 2026 | Oct 20, 2026 |
| Atria Investments, Inc | History | Reduced | 25,163 | 2,193 | 0.02% | 0.02% | 40 | -82 | -0.32% | Q3 2026 | Oct 15, 2026 |
| Mariner, LLC | History | No change | 24,246 | 2,031 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 23,164 | 2,019 | 0.08% | 0.07% | 42 | -384 | -1.63% | Q3 2026 | Oct 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,875 | 1,916 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 22,048 | 1,844 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 21,499 | 1,801 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 20,136 | 1,687 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 19,435 | 1,628 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McLean Asset Management Corp | History | No change | 18,554 | 1,598 | 0.21% | 0.21% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 18,524 | 1,552 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | New | 17,413 | 1,518 | 0.01% | — | 50 | +17,413 | New | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 16,879 | 1,471 | 0.04% | 0.04% | 51 | -737 | -4.18% | Q3 2026 | Nov 05, 2026 |
| Wealth Care LLC | History | No change | 17,263 | 1,446 | 1.17% | 1.17% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 17,202 | 1,441 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 17,183 | 1,439 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 15,769 | 1,374 | 0.0% | 0.0% | 55 | -221 | -1.38% | Q3 2026 | Nov 04, 2026 |
| Sharper & Granite LLC | History | Added to | 15,840 | 1,290 | 0.44% | 0.38% | 56 | +1,347 | 9.29% | Q3 2026 | Nov 02, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 14,454 | 1,211 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Betterment LLC | History | No change | 14,395 | 1,206 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 14,171 | 1,187 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,185 | 1,149 | 0.03% | 0.03% | 60 | -92 | -0.69% | Q3 2026 | Oct 08, 2026 |
| Apella Capital, LLC | History | Added to | 12,668 | 1,086 | 0.01% | 0.01% | 61 | +6,962 | 122.01% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,446 | 1,042 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tortoise Investment Management, LLC | History | No change | 11,954 | 1,001 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,144 | 971 | 0.0% | 0.0% | 64 | -337 | -2.94% | Q3 2026 | Nov 02, 2026 |
| Stonebridge Wealth Management, LLC | History | No change | 10,641 | 927 | 0.82% | 0.8% | 65 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,242 | 893 | 0.01% | 0.01% | 66 | +583 | 6.04% | Q3 2026 | Oct 08, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 10,580 | 886 | 0.56% | 0.56% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,094 | 845 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 9,520 | 830 | 0.07% | 0.07% | 69 | -144 | -1.49% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | Reduced | 9,482 | 826 | 0.03% | 0.02% | 70 | -118 | -1.23% | Q3 2026 | Oct 30, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 9,395 | 819 | 0.16% | 0.22% | 71 | -600 | -6.0% | Q3 2026 | Oct 27, 2026 |
| Robinswood Financial LLC | History | Reduced | 9,352 | 799 | 0.25% | 0.25% | 72 | -880 | -8.6% | Q3 2026 | Oct 20, 2026 |
| Envision Financial LLC | History | Added to | 14,268 | 769 | 0.34% | 0.25% | 73 | +7,700 | 117.24% | Q3 2026 | Oct 15, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 8,478 | 710 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Longview Financial Advisors LLC | History | No change | 8,417 | 705 | 0.35% | 0.35% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,397 | 703 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,849 | 670 | 0.0% | 0.0% | 77 | +752 | 10.6% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,499 | 653 | 0.0% | 0.0% | 78 | -133 | -1.74% | Q3 2026 | Nov 05, 2026 |
| Addison Advisors LLC | History | No change | 7,712 | 646 | 0.3% | 0.3% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,666 | 642 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,250 | 632 | 0.0% | 0.0% | 81 | +597 | 8.97% | Q3 2026 | Nov 05, 2026 |
| Sound Stewardship, LLC | History | Reduced | 6,898 | 601 | 0.24% | 0.25% | 82 | -478 | -6.48% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,157 | 599 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 7,110 | 595 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 6,521 | 568 | 0.03% | 0.03% | 85 | +124 | 1.94% | Q3 2026 | Nov 03, 2026 |
| BCS Wealth Management | History | No change | 6,497 | 566 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Tillman Hartley LLC | History | No change | 6,458 | 541 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,138 | 535 | 0.01% | 0.01% | 88 | -280 | -4.36% | Q3 2026 | Oct 13, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 6,061 | 528 | 0.25% | 0.21% | 89 | +1,140 | 23.17% | Q3 2026 | Oct 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,770 | 503 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cerity Partners LLC | History | No change | 5,617 | 470 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,578 | 467 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams & Novak Wealth Management, LLC | History | No change | 5,353 | 466 | 0.28% | 0.3% | 93 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,448 | 456 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hardin Capital Partners, LLC | History | No change | 5,159 | 449 | 0.22% | 0.2% | 95 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 5,301 | 444 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freedom Investment Management, Inc. | History | No change | 5,308 | 444 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,286 | 442 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,199 | 435 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,191 | 434 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 5,177 | 433 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,119 | 428 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 5,051 | 423 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 4,850 | 422 | 0.01% | 0.01% | 104 | -340 | -6.55% | Q3 2026 | Oct 05, 2026 |
| NOVEM GROUP | History | Added to | 4,617 | 402 | 0.04% | 0.02% | 105 | +1,818 | 64.95% | Q3 2026 | Oct 19, 2026 |
| Camelot Portfolios, LLC | History | No change | 4,686 | 392 | 0.27% | 0.27% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,659 | 390 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Montis Financial, LLC | History | Added to | 4,414 | 384 | 0.08% | 0.07% | 108 | +54 | 1.24% | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 4,582 | 383 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,412 | 369 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 4,075 | 355 | 0.27% | 0.39% | 111 | -1,950 | -32.37% | Q3 2026 | Oct 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,111 | 344 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,893 | 339 | 0.0% | 0.0% | 113 | +292 | 8.11% | Q3 2026 | Oct 28, 2026 |
| McAdam, LLC | History | Reduced | 3,885 | 338 | 0.01% | 0.01% | 114 | -9 | -0.23% | Q3 2026 | Oct 21, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 3,727 | 324 | 0.04% | 0.07% | 115 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,814 | 319 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,690 | 309 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,433 | 299 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 3,419 | 298 | 0.17% | 0.16% | 119 | +60 | 1.79% | Q3 2026 | Oct 08, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 3,390 | 295 | 0.11% | 0.11% | 120 | +16 | 0.47% | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,350 | 292 | 0.0% | 0.01% | 121 | -50 | -1.47% | Q3 2026 | Oct 16, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 3,284 | 286 | 0.04% | 0.05% | 122 | -467 | -12.45% | Q3 2026 | Oct 23, 2026 |
| One Capital Management, LLC | History | No change | 3,423 | 279 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,300 | 276 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 3,154 | 275 | 0.11% | 0.1% | 125 | -89 | -2.74% | Q3 2026 | Oct 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,251 | 272 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,113 | 271 | 0.05% | 0.05% | 127 | -94 | -2.93% | Q3 2026 | Oct 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,186 | 266 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 3,175 | 266 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 3,134 | 262 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,019 | 252 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 3,000 | 251 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,866 | 249 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 2,830 | 246 | 0.02% | 0.02% | 134 | -85 | -2.92% | Q3 2026 | Nov 02, 2026 |
| Berger Financial Group, Inc | History | No change | 2,788 | 233 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,773 | 232 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,589 | 225 | 0.04% | 0.04% | 137 | -153 | -5.58% | Q3 2026 | Oct 15, 2026 |
| Financial Harvest, LLC | History | Reduced | 2,552 | 222 | 0.1% | 0.09% | 139 | -192 | -7.0% | Q3 2026 | Oct 15, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 2,547 | 222 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,600 | 217 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,514 | 210 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zhang Financial LLC | History | No change | 2,487 | 208 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,457 | 206 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 2,311 | 201 | 0.12% | 0.12% | 144 | -99 | -4.11% | Q3 2026 | Oct 16, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,387 | 200 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 2,061 | 179 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,023 | 176 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fairman Group, LLC | History | Added to | 1,864 | 162 | 0.12% | 0.12% | 148 | +13 | 0.7% | Q3 2026 | Oct 26, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,820 | 158 | 0.04% | 0.03% | 149 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,806 | 157 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 1,849 | 154 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,789 | 149 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 1,664 | 146 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,702 | 142 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 1,533 | 128 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,449 | 121 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,425 | 119 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,196 | 100 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,199 | 100 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tacita Capital Inc | History | No change | 1,105 | 92 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | Added to | 1,034 | 90 | 0.01% | 0.0% | 161 | +941 | 1011.83% | Q3 2026 | Nov 02, 2026 |
| BFC Planning, Inc. | History | No change | 1,082 | 90 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bell Investment Advisors, Inc | History | New | 990 | 86 | 0.01% | — | 163 | +990 | New | Q3 2026 | Oct 28, 2026 |
| FIRST HORIZON CORP | History | No change | 891 | 77 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Vanguard National Trust Co | History | No change | 854 | 71 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 835 | 69 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 748 | 65 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 636 | 55 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Operose Advisors LLC | History | No change | 662 | 55 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 553 | 48 | 0.02% | 0.02% | 171 | -7 | -1.25% | Q3 2026 | Nov 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 552 | 48 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 500 | 43 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Colonial Trust Co / SC | History | No change | 525 | 43 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 495 | 41 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 460 | 40 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 473 | 39 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 448 | 39 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 444 | 38 | 0.0% | 0.0% | 178 | -18 | -3.9% | Q3 2026 | Nov 04, 2026 |
| Key FInancial Inc | History | No change | 400 | 34 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 300 | 26 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Root Financial Partners, LLC | History | New | 292 | 25 | 0.0% | — | 181 | +292 | New | Q3 2026 | Oct 21, 2026 |
| Osbon Capital Management LLC | History | No change | 284 | 23 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 268 | 22 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Triumph Capital Management | History | No change | 252 | 21 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Crewe Advisors LLC | History | No change | 245 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 213 | 18 | 0.0% | 0.0% | 186 | -73 | -25.52% | Q3 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 203 | 17 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Qube Research & Technologies Ltd | History | No change | 204 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 175 | 14 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 176 | 14 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 170 | 14 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NFSG Corp | History | No change | 162 | 14 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 120 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 106 | 9 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 108 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Nov 02, 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 | No change | 57 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 36 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| REAP Financial Group, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HOWE & RUSLING INC | History | No change | 14 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 12 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,486 | -100.0% | Q3 2026 | Nov 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,508 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |