WisdomTree Trust - DTD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,508,148 | 140,629 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,240,413 | 115,664 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 917,128 | 85,519 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 369,580 | 34,462 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 626 Financial, LLC | History | Added to | 307,016 | 28,681 | 11.0% | 11.11% | 5 | +1,225 | 0.4% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 280,648 | 26,169 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 266,052 | 24,854 | 0.91% | 0.92% | 7 | -688 | -0.26% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 236,622 | 22,105 | 5.32% | 5.48% | 8 | -4,099 | -1.7% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 200,730 | 18,752 | 0.05% | 0.06% | 9 | -1,915 | -0.95% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 170,364 | 15,915 | 0.4% | 0.48% | 10 | -31,537 | -15.62% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 162,333 | 15,137 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 145,767 | 13,592 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 141,011 | 13,148 | 0.28% | 0.28% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 137,083 | 12,781 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 126,855 | 11,828 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 123,901 | 11,555 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, LLC | History | No change | 117,050 | 10,914 | 1.62% | 1.62% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 100,742 | 9,411 | 0.02% | 0.02% | 18 | -6,200 | -5.8% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 95,533 | 8,908 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 86,070 | 8,040 | 3.15% | 2.95% | 20 | +3,057 | 3.68% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 79,230 | 7,387 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 76,971 | 7,177 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 75,908 | 7,087 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 71,954 | 6,709 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 63,820 | 5,951 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 59,686 | 5,575 | 2.97% | 2.95% | 26 | -86 | -0.14% | Q3 2026 | Oct 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 53,214 | 4,962 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 52,074 | 4,855 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,821 | 4,552 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial LLC | History | Reduced | 41,922 | 3,916 | 1.74% | 1.89% | 30 | -2,187 | -4.96% | Q3 2026 | Oct 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 38,910 | 3,634 | 0.0% | 0.0% | 31 | -7,846 | -16.78% | Q3 2026 | Nov 05, 2026 |
| Merit Financial Group, LLC | History | No change | 37,523 | 3,498 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Reduced | 33,820 | 3,159 | 0.0% | 0.0% | 33 | -600 | -1.74% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,833 | 2,973 | 0.0% | 0.0% | 34 | +1,470 | 4.84% | Q3 2026 | Nov 02, 2026 |
| Certified Advisory Corp | History | Reduced | 31,735 | 2,964 | 0.25% | 0.24% | 35 | -183 | -0.57% | Q3 2026 | Oct 29, 2026 |
| LCNB CORP | History | No change | 31,727 | 2,958 | 0.91% | 0.91% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avant Capital LLC | History | No change | 31,570 | 2,943 | 1.84% | 1.84% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 31,295 | 2,918 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31,177 | 2,907 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 26,073 | 2,435 | 0.02% | — | 40 | +26,073 | New | Q3 2026 | Oct 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 26,111 | 2,434 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 25,952 | 2,419 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 25,140 | 2,344 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 23,535 | 2,194 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 20,757 | 1,935 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 20,333 | 1,895 | 0.18% | 0.18% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 19,358 | 1,808 | 0.09% | 0.1% | 47 | +38 | 0.2% | Q3 2026 | Nov 03, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 19,049 | 1,779 | 0.57% | 0.57% | 48 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 18,875 | 1,763 | 0.46% | 0.46% | 49 | +86 | 0.46% | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,488 | 1,727 | 0.01% | 0.01% | 50 | +5,726 | 44.87% | Q3 2026 | Oct 26, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,475 | 1,722 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 18,119 | 1,689 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | Reduced | 17,062 | 1,593 | 0.26% | 0.27% | 53 | -525 | -2.99% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,833 | 1,569 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,281 | 1,544 | 0.0% | 0.0% | 55 | +447 | 2.82% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,208 | 1,511 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,970 | 1,489 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,386 | 1,435 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 15,506 | 1,392 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,647 | 1,365 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HB Wealth Management, LLC | History | No change | 14,490 | 1,353 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,110 | 1,315 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 13,920 | 1,298 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | No change | 13,440 | 1,160 | 0.4% | 0.39% | 64 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 12,375 | 1,156 | 0.31% | 0.32% | 65 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 12,121 | 1,130 | 0.54% | 0.54% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 11,414 | 1,066 | 0.05% | 0.05% | 67 | -237 | -2.03% | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,180 | 1,043 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 11,090 | 1,034 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 10,863 | 1,012 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 10,767 | 1,004 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,761 | 1,003 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,467 | 989 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DSG Capital Advisors, LLC | History | No change | 10,076 | 941 | 0.13% | 0.14% | 74 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| OxenFree Capital LLC | History | Added to | 9,806 | 930 | 0.4% | 0.41% | 75 | +293 | 3.08% | Q3 2026 | Oct 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,718 | 906 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | Reduced | 9,502 | 887 | 0.03% | 0.03% | 77 | -404 | -4.08% | Q3 2026 | Oct 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,024 | 841 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 8,987 | 839 | 0.09% | 0.12% | 79 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ballentine Partners, LLC | History | No change | 8,640 | 805 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avestar Capital, LLC | History | Added to | 7,896 | 737 | 0.06% | 0.04% | 81 | +79 | 1.01% | Q3 2026 | Oct 28, 2026 |
| Atria Investments, Inc | History | Reduced | 7,799 | 728 | 0.01% | 0.06% | 82 | -57,184 | -88.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 7,800 | 727 | 0.45% | 0.45% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,769 | 725 | 0.42% | 0.41% | 84 | +323 | 4.34% | Q3 2026 | Oct 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,370 | 687 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revisor Wealth Management LLC | History | No change | 6,963 | 667 | 0.17% | 0.16% | 86 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quartz Partners, LLC | History | Added to | 6,896 | 644 | 0.2% | 0.2% | 87 | +314 | 4.77% | Q3 2026 | Nov 03, 2026 |
| XTX Topco Ltd | History | No change | 6,890 | 642 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,850 | 639 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,761 | 630 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alta Wealth Advisors LLC | History | No change | 6,497 | 605 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,295 | 586 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,136 | 573 | 0.0% | 0.0% | 93 | +2,570 | 72.07% | Q3 2026 | Oct 30, 2026 |
| NORDEN GROUP LLC | History | No change | 6,116 | 571 | 0.04% | 0.05% | 94 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Midwest Trust Co | History | Added to | 5,958 | 556 | 0.01% | 0.0% | 95 | +1,955 | 48.84% | Q3 2026 | Oct 22, 2026 |
| Element Wealth, LLC | History | No change | 5,824 | 543 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,650 | 526 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 5,172 | 483 | 0.2% | 0.21% | 98 | +839 | 19.36% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,063 | 472 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 4,996 | 465 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 4,997 | 465 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,917 | 458 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Willis Investment Counsel | History | No change | 4,891 | 456 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ATLas Financial Planning LLC | History | No change | 4,900 | 456 | 0.37% | 0.37% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset Advisory Group, Inc. | History | No change | 4,818 | 450 | 0.19% | 0.2% | 105 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,800 | 448 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,804 | 447 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,787 | 446 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,774 | 445 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| First Nebraska Trust Co | History | No change | 4,665 | 435 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Team Financial Group, LLC | History | Added to | 4,508 | 421 | 0.17% | 0.18% | 112 | +20 | 0.45% | Q3 2026 | Oct 30, 2026 |
| Centric Wealth Management | History | No change | 4,500 | 421 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,488 | 418 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 4,435 | 414 | 0.07% | 0.06% | 114 | +418 | 10.41% | Q3 2026 | Nov 04, 2026 |
| RMR Capital Management, LLC | History | No change | 4,400 | 411 | 0.29% | 0.28% | 115 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GenTrust, LLC | History | No change | 4,357 | 406 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Solutions Group, LLC | History | New | 4,330 | 404 | 0.09% | — | 117 | +4,330 | New | Q3 2026 | Oct 14, 2026 |
| Quantinno Capital Management LP | History | No change | 4,311 | 402 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,287 | 400 | 0.01% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,257 | 396 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 4,134 | 386 | 0.05% | 0.05% | 121 | -243 | -5.55% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | No change | 4,098 | 382 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,105 | 382 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kendall Capital Management | History | No change | 4,080 | 381 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,969 | 370 | 0.02% | 0.02% | 125 | -686 | -14.74% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 3,902 | 363 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,800 | 354 | 0.02% | 0.03% | 127 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 3,714 | 346 | 0.01% | 0.01% | 128 | +422 | 12.82% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,672 | 342 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Planning, LLC. | History | Added to | 3,657 | 341 | 0.09% | 0.1% | 130 | +1 | 0.03% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,530 | 329 | 0.01% | 0.02% | 131 | -43 | -1.2% | Q3 2026 | Nov 04, 2026 |
| Allegheny Financial Group | History | Added to | 3,484 | 325 | 0.03% | 0.03% | 132 | +16 | 0.46% | Q3 2026 | Nov 05, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 3,412 | 318 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 3,346 | 312 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,249 | 303 | 0.01% | 0.01% | 136 | +83 | 2.62% | Q3 2026 | Oct 08, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,256 | 303 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 3,239 | 302 | 0.04% | 0.04% | 137 | +14 | 0.43% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,249 | 302 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 3,245 | 302 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,238 | 301 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 3,221 | 300 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | No change | 3,198 | 298 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,154 | 294 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,101 | 289 | 0.0% | 0.0% | 144 | +892 | 40.38% | Q3 2026 | Nov 05, 2026 |
| Vantage Point Financial LLC | History | No change | 3,083 | 287 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 3,000 | 280 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Klingman & Associates, LLC | History | No change | 3,000 | 280 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 2,999 | 280 | 0.16% | 0.15% | 148 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,000 | 279 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,985 | 278 | 0.02% | 0.02% | 150 | +2 | 0.07% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,972 | 277 | 0.0% | 0.01% | 151 | -317 | -9.64% | Q3 2026 | Nov 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,930 | 273 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 2,746 | 256 | 0.14% | 0.14% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 2,742 | 255 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 2,709 | 252 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| W1M Asset Management Ltd | History | No change | 2,670 | 248 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | New | 2,632 | 245 | 0.01% | — | 157 | +2,632 | New | Q3 2026 | Oct 29, 2026 |
| Livet Wealth, LLC | History | Added to | 2,574 | 240 | 0.13% | 0.14% | 158 | +11 | 0.43% | Q3 2026 | Oct 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,468 | 230 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 2,447 | 228 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia Bank | History | No change | 2,400 | 224 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,401 | 223 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tranquility Partners, LLC | History | No change | 2,395 | 223 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,337 | 217 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LRI Investments, LLC | History | No change | 2,334 | 217 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,324 | 216 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,257 | 215 | 0.02% | 0.02% | 168 | -150 | -6.23% | Q3 2026 | Oct 13, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 2,311 | 215 | 0.02% | 0.02% | 167 | -1 | -0.04% | Q3 2026 | Oct 19, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,290 | 213 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | No change | 2,256 | 210 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 2,200 | 205 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,841 | 171 | 0.0% | 0.0% | 172 | +276 | 17.64% | Q3 2026 | Oct 08, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,620 | 151 | 0.01% | — | 173 | +1,620 | New | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 1,578 | 147 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BFC Planning, Inc. | History | No change | 1,426 | 132 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Clearstead Trust, LLC | History | No change | 1,367 | 127 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,356 | 126 | 0.0% | 0.0% | 177 | +596 | 78.42% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,304 | 121 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Three Bridge Wealth Advisors, LLC | History | New | 1,232 | 115 | 0.02% | — | 179 | +1,232 | New | Q3 2026 | Nov 05, 2026 |
| Latitude Advisors, LLC | History | New | 1,000 | 93 | 0.03% | — | 180 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| Hilltop National Bank | History | No change | 986 | 92 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 982 | 91 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fairman Group, LLC | History | Added to | 935 | 87 | 0.06% | 0.07% | 183 | +4 | 0.43% | Q3 2026 | Oct 26, 2026 |
| MATHER GROUP, LLC. | History | New | 904 | 84 | 0.0% | — | 184 | +904 | New | Q3 2026 | Oct 14, 2026 |
| Ancora Advisors LLC | History | No change | 864 | 80 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 810 | 75 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Jacobi Capital Management LLC | History | New | 784 | 73 | 0.0% | — | 187 | +784 | New | Q3 2026 | Nov 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 776 | 72 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard National Trust Co | History | No change | 765 | 71 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 755 | 70 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 714 | 66 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | No change | 669 | 62 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 650 | 60 | 0.0% | 0.0% | 193 | -420 | -39.25% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | No change | 571 | 53 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 551 | 51 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | New | 510 | 47 | 0.0% | — | 196 | +510 | New | Q3 2026 | Oct 08, 2026 |
| Archer Investment Corp | History | No change | 500 | 46 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 453 | 42 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MASECO LLP | History | No change | 441 | 41 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 399 | 37 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James T. Borello RIA | History | New | 358 | 33 | 0.01% | — | 202 | +358 | New | Q3 2026 | Oct 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 362 | 33 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 350 | 32 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 344 | 32 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 324 | 30 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 319 | 29 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 309 | 28 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| IFG Advisory, LLC | History | No change | 300 | 27 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 235 | 21 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 208 | 19 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 18 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWAN Capital LLC | History | No change | 203 | 18 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POM Investment Strategies, LLC | History | New | 174 | 16 | 0.01% | — | 214 | +174 | New | Q3 2026 | Oct 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 182 | 16 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 165 | 15 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| REAP Financial Group, LLC | History | No change | 147 | 13 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 9 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| William Mack & Associates, Inc. | History | New | 66 | 6 | 0.0% | — | 218 | +66 | New | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 34 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 11 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,179 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,132 | -100.0% | Q3 2026 | Oct 16, 2026 |