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 | Added to | 1,508,148 | 140,629 | 0.01% | 0.01% | 1 | +2,865 | 0.19% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,240,413 | 115,664 | 0.01% | 0.01% | 2 | +24,017 | 1.97% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 917,128 | 85,519 | 0.02% | 0.02% | 3 | +16,051 | 1.78% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 369,580 | 34,462 | 0.01% | 0.01% | 4 | -2,982 | -0.8% | Q2 2026 | Aug 14, 2026 |
| 626 Financial, LLC | History | Added to | 305,791 | 28,514 | 11.11% | 11.35% | 5 | +10,889 | 3.69% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 280,648 | 26,169 | 0.01% | 0.01% | 6 | +7,508 | 2.75% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 266,740 | 24,872 | 0.92% | 0.97% | 7 | -2,170 | -0.81% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 240,721 | 22,446 | 5.48% | 5.8% | 8 | -4,395 | -1.79% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 202,645 | 18,896 | 0.06% | 0.07% | 9 | -21,536 | -9.61% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 201,901 | 18,826 | 0.48% | 0.63% | 10 | -33,714 | -14.31% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 162,333 | 15,137 | 0.01% | 0.02% | 11 | -18,376 | -10.17% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 145,767 | 13,592 | 0.01% | 0.01% | 12 | +2,300 | 1.6% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | New | 141,011 | 13,148 | 0.28% | — | 13 | +141,011 | New | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 137,083 | 12,781 | 0.0% | 0.0% | 14 | -5,518 | -3.87% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 126,855 | 11,828 | 0.12% | 0.13% | 15 | +7,785 | 6.54% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 123,901 | 11,555 | 0.01% | 0.01% | 16 | +47,088 | 61.3% | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 117,050 | 10,914 | 1.62% | 1.68% | 17 | +17,048 | 17.05% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 106,942 | 9,972 | 0.02% | 0.02% | 18 | +4,306 | 4.2% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Reduced | 95,533 | 8,908 | 0.0% | 0.0% | 19 | -54 | -0.06% | Q2 2026 | Aug 13, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 83,013 | 7,740 | 2.95% | 2.96% | 20 | -847 | -1.01% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 79,230 | 7,387 | 0.05% | 0.0% | 21 | +74,408 | 1543.09% | Q2 2026 | Sep 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 76,971 | 7,177 | 0.0% | 0.0% | 22 | +5,007 | 6.96% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 75,908 | 7,087 | 0.0% | 0.0% | 23 | +3,588 | 4.96% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 71,954 | 6,709 | 0.06% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 64,983 | 6,059 | 0.06% | 0.14% | 25 | -82,425 | -55.92% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 63,820 | 5,951 | 0.0% | 0.0% | 26 | -5,790 | -8.32% | Q2 2026 | Aug 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 59,772 | 5,573 | 2.95% | 3.03% | 27 | -414 | -0.69% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 53,214 | 4,962 | 0.03% | 0.02% | 28 | +749 | 1.43% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 52,074 | 4,855 | 0.01% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,821 | 4,552 | 0.0% | 0.0% | 30 | +21,666 | 79.79% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 46,756 | 4,359 | 0.0% | 0.0% | 31 | +44,187 | 1720.01% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 48,631 | 4,199 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Reduced | 44,109 | 4,113 | 1.89% | 2.59% | 33 | -11,568 | -20.78% | Q2 2026 | Jul 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 37,523 | 3,498 | 0.02% | 0.02% | 34 | -1,324 | -3.41% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Added to | 34,420 | 3,209 | 0.0% | 0.0% | 35 | +587 | 1.73% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | Reduced | 31,918 | 2,976 | 0.24% | 0.25% | 36 | -163 | -0.51% | Q2 2026 | Jul 16, 2026 |
| LCNB CORP | History | Reduced | 31,727 | 2,958 | 0.91% | 0.97% | 37 | -1,656 | -4.96% | Q2 2026 | Aug 10, 2026 |
| Avant Capital LLC | History | Added to | 31,570 | 2,943 | 1.84% | 1.88% | 38 | +565 | 1.82% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 31,295 | 2,918 | 0.0% | 0.0% | 39 | +418 | 1.35% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,177 | 2,907 | 0.0% | 0.0% | 40 | +1,381 | 4.63% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,363 | 2,831 | 0.0% | 0.0% | 41 | -1,546 | -4.85% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,111 | 2,434 | 0.0% | 0.0% | 42 | +14,865 | 132.18% | 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% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 25,140 | 2,344 | 0.0% | 0.0% | 44 | +311 | 1.25% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | New | 23,535 | 2,194 | 0.04% | — | 45 | +23,535 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 20,757 | 1,935 | 0.0% | 0.0% | 46 | +2,145 | 11.52% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 20,333 | 1,895 | 0.18% | 0.19% | 47 | +112 | 0.55% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 19,320 | 1,801 | 0.1% | 0.12% | 48 | -820 | -4.07% | Q2 2026 | Aug 06, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 19,049 | 1,776 | 0.57% | 0.61% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 18,789 | 1,752 | 0.46% | 0.5% | 50 | +93 | 0.5% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 18,475 | 1,722 | 0.02% | 0.02% | 51 | -1,669 | -8.29% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 18,119 | 1,689 | 0.12% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | Added to | 17,587 | 1,639 | 0.27% | 0.26% | 53 | +700 | 4.15% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,833 | 1,569 | 0.0% | 0.0% | 54 | -2,192 | -11.52% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,208 | 1,511 | 0.0% | 0.0% | 55 | +26 | 0.16% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,834 | 1,498 | 0.0% | 0.0% | 56 | +2 | 0.01% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 15,970 | 1,489 | 0.0% | 0.0% | 57 | -150 | -0.93% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,386 | 1,435 | 0.0% | 0.0% | 58 | +2,257 | 17.19% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 15,506 | 1,392 | 0.0% | 0.0% | 59 | +7,753 | 100.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,647 | 1,365 | 0.0% | 0.0% | 60 | +7,067 | 93.23% | Q2 2026 | Aug 19, 2026 |
| HB Wealth Management, LLC | History | No change | 14,490 | 1,351 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 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 | Added to | 13,920 | 1,298 | 0.01% | 0.01% | 63 | +1,389 | 11.08% | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | No change | 13,440 | 1,253 | 0.39% | 0.4% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 12,762 | 1,190 | 0.01% | — | 65 | +12,762 | New | Q2 2026 | Jul 20, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 12,375 | 1,153 | 0.32% | 0.35% | 66 | +59 | 0.48% | Q2 2026 | Jul 27, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 12,121 | 1,130 | 0.54% | 0.56% | 67 | +55 | 0.46% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 11,651 | 1,086 | 0.05% | 0.06% | 68 | +8 | 0.07% | Q2 2026 | Jul 10, 2026 |
| Janney Montgomery Scott LLC | History | New | 11,180 | 1,043 | 0.0% | — | 69 | +11,180 | New | Q2 2026 | Aug 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 11,179 | 1,042 | 0.1% | 0.07% | 70 | +121 | 1.09% | Q2 2026 | Jul 09, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 11,090 | 1,034 | 0.09% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 10,863 | 1,012 | 0.06% | 0.07% | 72 | -11,360 | -51.12% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,767 | 1,004 | 0.0% | 0.0% | 73 | -1,087 | -9.17% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,761 | 1,003 | 0.0% | 0.0% | 74 | +85 | 0.8% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,467 | 989 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DSG Capital Advisors, LLC | History | No change | 10,076 | 951 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Reduced | 9,906 | 923 | 0.03% | 0.03% | 77 | -6 | -0.06% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,718 | 906 | 0.03% | 0.03% | 78 | -68 | -0.69% | Q2 2026 | Jul 31, 2026 |
| OxenFree Capital LLC | History | Reduced | 9,513 | 899 | 0.41% | 0.42% | 79 | -145 | -1.5% | Q2 2026 | Jul 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,024 | 841 | 0.01% | 0.01% | 80 | +1,055 | 13.24% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 8,987 | 838 | 0.12% | 0.1% | 81 | -323 | -3.47% | Q2 2026 | Jul 27, 2026 |
| Ballentine Partners, LLC | History | No change | 8,640 | 805 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avestar Capital, LLC | History | No change | 7,817 | 728 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 7,800 | 727 | 0.45% | 0.46% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,446 | 694 | 0.41% | 0.45% | 85 | +270 | 3.76% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,370 | 687 | 0.0% | 0.0% | 86 | +428 | 6.17% | Q2 2026 | Aug 12, 2026 |
| Revisor Wealth Management LLC | History | No change | 6,963 | 649 | 0.16% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XTX Topco Ltd | History | New | 6,890 | 642 | 0.01% | — | 88 | +6,890 | New | Q2 2026 | Aug 14, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,850 | 638 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,761 | 630 | 0.0% | 0.07% | 90 | -143,032 | -95.49% | Q2 2026 | Aug 13, 2026 |
| Quartz Partners, LLC | History | Added to | 6,582 | 613 | 0.2% | 0.2% | 91 | +527 | 8.7% | Q2 2026 | Aug 10, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 6,497 | 605 | 0.16% | 0.19% | 92 | -281 | -4.15% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,295 | 586 | 0.01% | 0.01% | 93 | -252 | -3.85% | Q2 2026 | Aug 10, 2026 |
| NORDEN GROUP LLC | History | No change | 6,116 | 570 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,422 | 554 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | Added to | 5,824 | 543 | 0.2% | 0.2% | 96 | +210 | 3.74% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,650 | 526 | 0.01% | 0.01% | 97 | -50 | -0.88% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,063 | 472 | 0.0% | 0.0% | 98 | +505 | 11.08% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 4,996 | 465 | 0.02% | 0.01% | 99 | +2,108 | 72.99% | Q2 2026 | Aug 05, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 4,997 | 465 | 0.12% | 0.13% | 100 | +25 | 0.5% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,917 | 458 | 0.01% | 0.0% | 101 | +2,250 | 84.36% | Q2 2026 | Aug 12, 2026 |
| Willis Investment Counsel | History | No change | 4,891 | 456 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ATLas Financial Planning LLC | History | No change | 4,900 | 456 | 0.37% | 0.38% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 4,818 | 449 | 0.2% | 0.21% | 104 | +2 | 0.04% | Q2 2026 | Jul 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,804 | 447 | 0.0% | 0.0% | 106 | +46 | 0.97% | Q2 2026 | Jul 17, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,800 | 447 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,787 | 446 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 4,774 | 445 | 0.1% | 0.11% | 108 | -41 | -0.85% | Q2 2026 | Jul 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 4,655 | 434 | 0.02% | 0.02% | 109 | +456 | 10.86% | Q2 2026 | Aug 04, 2026 |
| First Nebraska Trust Co | History | No change | 4,665 | 434 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centric Wealth Management | History | Added to | 4,500 | 421 | 0.07% | 0.04% | 111 | +2,250 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Team Financial Group, LLC | History | Added to | 4,488 | 418 | 0.18% | 0.18% | 112 | +3 | 0.07% | Q2 2026 | Jul 10, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,488 | 418 | 0.1% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMR Capital Management, LLC | History | No change | 4,400 | 410 | 0.28% | 0.27% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 4,377 | 408 | 0.05% | 0.05% | 115 | -94 | -2.1% | Q2 2026 | Jul 17, 2026 |
| GenTrust, LLC | History | Reduced | 4,357 | 406 | 0.02% | 0.02% | 116 | -54 | -1.22% | Q2 2026 | Aug 06, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 4,333 | 404 | 0.21% | 0.24% | 117 | -174 | -3.86% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,311 | 402 | 0.0% | 0.0% | 118 | -1,911 | -30.71% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,287 | 399 | 0.0% | 0.01% | 119 | -240 | -5.3% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,257 | 396 | 0.0% | 0.0% | 120 | +282 | 7.09% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,098 | 382 | 0.01% | 0.01% | 121 | -152 | -3.58% | Q2 2026 | Jul 20, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,105 | 382 | 0.03% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kendall Capital Management | History | No change | 4,080 | 380 | 0.06% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 4,017 | 374 | 0.06% | 0.04% | 124 | +1,548 | 62.7% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | Reduced | 4,003 | 373 | 0.0% | 0.0% | 125 | -85 | -2.08% | Q2 2026 | Aug 04, 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 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,672 | 342 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Planning, LLC. | History | Reduced | 3,656 | 340 | 0.1% | 0.1% | 129 | -94 | -2.51% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,573 | 333 | 0.02% | 0.02% | 130 | -30 | -0.83% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,566 | 332 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allegheny Financial Group | History | Added to | 3,468 | 323 | 0.03% | 0.04% | 132 | +17 | 0.49% | Q2 2026 | Jul 22, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 3,412 | 318 | 0.13% | 0.15% | 133 | -88 | -2.51% | Q2 2026 | Aug 07, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 3,346 | 312 | 0.08% | 0.08% | 134 | -20 | -0.59% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,289 | 306 | 0.01% | 0.01% | 135 | +232 | 7.59% | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | No change | 3,292 | 306 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 3,256 | 303 | 0.0% | 0.0% | 137 | -300 | -8.44% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,249 | 302 | 0.0% | 0.0% | 138 | -233 | -6.69% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Reduced | 3,245 | 302 | 0.0% | 0.0% | 139 | -163 | -4.78% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,238 | 301 | 0.01% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,221 | 300 | 0.0% | 0.01% | 142 | -193 | -5.65% | Q2 2026 | Aug 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 3,225 | 300 | 0.04% | 0.04% | 141 | +14 | 0.44% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | No change | 3,198 | 298 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,166 | 295 | 0.01% | 0.01% | 144 | -75 | -2.31% | Q2 2026 | Jul 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,154 | 294 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Vantage Point Financial LLC | History | Reduced | 3,083 | 287 | 0.09% | 0.13% | 146 | -1,317 | -29.93% | Q2 2026 | Aug 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 3,000 | 279 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Klingman & Associates, LLC | History | No change | 3,000 | 279 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,000 | 279 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 2,999 | 279 | 0.15% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,983 | 278 | 0.02% | 0.05% | 151 | -4,690 | -61.12% | Q2 2026 | Jul 21, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,930 | 273 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 2,746 | 256 | 0.14% | 0.17% | 153 | -175 | -5.99% | 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 | New | 2,709 | 252 | 0.0% | — | 155 | +2,709 | New | 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 |
| Livet Wealth, LLC | History | Added to | 2,563 | 238 | 0.14% | 0.14% | 157 | +13 | 0.51% | Q2 2026 | Jul 28, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 2,748 | 237 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | No change | 2,748 | 237 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,468 | 230 | 0.0% | — | 160 | +2,468 | New | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | New | 2,447 | 228 | 0.0% | — | 161 | +2,447 | New | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Added to | 2,407 | 226 | 0.02% | 0.02% | 162 | +43 | 1.82% | Q2 2026 | Jul 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,401 | 223 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tranquility Partners, LLC | History | No change | 2,395 | 223 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Columbia Bank | History | No change | 2,400 | 223 | 0.05% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,337 | 217 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LRI Investments, LLC | History | No change | 2,334 | 217 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,324 | 216 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUE Private Wealth Advisors | History | New | 2,312 | 215 | 0.02% | — | 169 | +2,312 | New | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | New | 2,290 | 213 | 0.0% | — | 170 | +2,290 | New | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | Reduced | 2,256 | 210 | 0.0% | 0.0% | 171 | -230 | -9.25% | Q2 2026 | Aug 11, 2026 |
| GRANDFIELD & DODD, LLC | History | New | 2,200 | 205 | 0.01% | — | 173 | +2,200 | New | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,209 | 205 | 0.0% | 0.0% | 172 | +500 | 29.26% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,578 | 147 | 0.0% | 0.0% | 174 | -9 | -0.57% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,565 | 145 | 0.0% | 0.0% | 175 | +1,097 | 234.4% | Q2 2026 | Jul 17, 2026 |
| Clearstead Trust, LLC | History | No change | 1,367 | 127 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 1,304 | 121 | 0.0% | — | 177 | +1,304 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,132 | 107 | 0.01% | 0.01% | 178 | +3 | 0.27% | Q2 2026 | Jul 29, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,070 | 99 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 982 | 91 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hilltop National Bank | History | No change | 986 | 91 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Fairman Group, LLC | History | Added to | 931 | 86 | 0.07% | 0.07% | 182 | +5 | 0.54% | Q2 2026 | Aug 04, 2026 |
| Ancora Advisors LLC | History | No change | 864 | 80 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 810 | 75 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 776 | 72 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard National Trust Co | History | No change | 765 | 71 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 755 | 70 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 760 | 70 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | New | 714 | 66 | 0.01% | — | 189 | +714 | New | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 669 | 62 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 571 | 53 | 0.0% | 0.0% | 191 | +1 | 0.18% | Q2 2026 | Aug 05, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 551 | 51 | 0.01% | 0.01% | 192 | -132 | -19.33% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 500 | 46 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 453 | 42 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MASECO LLP | History | No change | 441 | 41 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 399 | 37 | 0.0% | 0.0% | 196 | -127 | -24.14% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 362 | 33 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | Added to | 344 | 32 | 0.0% | 0.0% | 199 | +260 | 309.52% | Q2 2026 | Aug 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 350 | 32 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 324 | 30 | 0.0% | — | 200 | +324 | New | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 319 | 29 | 0.0% | 0.0% | 201 | +1 | 0.31% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 309 | 28 | 0.0% | 0.0% | 202 | -150 | -32.68% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 300 | 27 | 0.0% | — | 203 | +300 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 235 | 21 | 0.0% | 0.0% | 204 | +97 | 70.29% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 208 | 19 | 0.0% | 0.0% | 205 | +1 | 0.48% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 18 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWAN Capital LLC | History | No change | 203 | 18 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 182 | 16 | 0.0% | 0.0% | 208 | +1 | 0.55% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 165 | 15 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| REAP Financial Group, LLC | History | No change | 147 | 13 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 9 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 34 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 214 | -1 | -8.33% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,003 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -11,914 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,575 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Breachway Investments LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -6,122 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,859 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,770 | -100.0% | Q2 2026 | Aug 17, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,385 | -100.0% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,097 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -390 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 20, 2026 |