WisdomTree Trust - DTD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,645,944 | 139,707 | 0.01% | 0.01% | 1 | +7,662 | 0.47% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,162,988 | 98,714 | 0.01% | 0.01% | 2 | +52,594 | 4.74% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 838,532 | 71,174 | 0.02% | 0.02% | 3 | +39,238 | 4.91% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 391,869 | 33,261 | 0.01% | 0.01% | 4 | +9,447 | 2.47% | Q4 2025 | Feb 13, 2026 |
| 626 Financial, LLC | History | Added to | 313,884 | 26,642 | 11.46% | 11.37% | 5 | +5,328 | 1.73% | Q4 2025 | Feb 05, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 268,910 | 22,825 | 0.99% | 1.01% | 6 | -2,311 | -0.85% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 259,312 | 22,010 | 0.01% | 0.01% | 7 | +19,534 | 8.15% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 254,646 | 21,614 | 6.27% | 6.64% | 8 | -6,615 | -2.53% | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 246,988 | 20,964 | 0.69% | 0.68% | 9 | +14,962 | 6.45% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 199,765 | 16,956 | 0.07% | 0.07% | 10 | +29,566 | 17.37% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 193,597 | 16,432 | 0.02% | 0.02% | 11 | +94 | 0.05% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 142,540 | 12,098 | 0.01% | 0.02% | 12 | -15,891 | -10.03% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 140,405 | 11,917 | 0.0% | 0.0% | 13 | -4,421 | -3.05% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 103,763 | 8,809 | 0.01% | 0.01% | 14 | +4,846 | 4.9% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 101,044 | 8,576 | 0.11% | 0.11% | 15 | +12,958 | 14.71% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 100,934 | 8,567 | 0.02% | 0.01% | 16 | +41,802 | 70.69% | Q4 2025 | Feb 05, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 97,270 | 8,256 | 1.92% | 1.54% | 17 | +1,622 | 1.7% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 91,178 | 7,739 | 0.0% | 0.0% | 18 | -1,174 | -1.27% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 86,763 | 7,365 | 0.0% | — | 19 | +86,763 | New | Q4 2025 | Feb 17, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 80,204 | 6,807 | 2.89% | 5.43% | 20 | -62,437 | -43.77% | Q4 2025 | Jan 07, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 75,562 | 6,413 | 3.98% | 4.01% | 21 | -1,288 | -1.68% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 73,323 | 6,223 | 0.07% | 0.07% | 22 | +3,970 | 5.72% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 70,491 | 5,983 | 0.0% | 0.0% | 23 | -5,653 | -7.42% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 68,751 | 5,835 | 0.03% | 0.05% | 24 | -51,778 | -42.96% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 67,351 | 5,716 | 0.08% | 0.1% | 25 | +4,272 | 6.77% | Q4 2025 | Feb 06, 2026 |
| Envision Financial LLC | History | Added to | 65,530 | 5,562 | 2.94% | 3.05% | 26 | +2,220 | 3.51% | Q4 2025 | Jan 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 58,577 | 4,972 | 0.0% | 0.0% | 27 | -4,736 | -7.48% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 52,074 | 4,420 | 0.02% | — | 28 | +52,074 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 50,310 | 4,270 | 0.02% | 0.02% | 29 | +218 | 0.44% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 49,062 | 4,164 | 0.01% | 0.01% | 30 | +3,389 | 7.42% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,419 | 3,345 | 0.03% | 0.03% | 31 | +2,026 | 5.42% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 37,860 | 3,213 | 0.0% | 0.0% | 32 | +293 | 0.78% | Q4 2025 | Mar 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,022 | 2,972 | 0.0% | 0.0% | 33 | -721 | -2.02% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 34,099 | 2,894 | 0.0% | 0.0% | 34 | +444 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 34,028 | 2,888 | 0.26% | 0.27% | 35 | +737 | 2.21% | Q4 2025 | Jan 12, 2026 |
| LCNB CORP | History | No change | 33,383 | 2,833 | 0.95% | 0.98% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 32,971 | 2,798 | 0.82% | 0.86% | 37 | +42 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Avant Capital LLC | History | Added to | 31,662 | 2,687 | 1.84% | 1.86% | 38 | +184 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 31,158 | 2,644 | 0.0% | 0.0% | 39 | +954 | 3.16% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,692 | 2,520 | 0.0% | 0.0% | 40 | +136 | 0.46% | Q4 2025 | Mar 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,065 | 2,212 | 0.0% | 0.0% | 41 | -21,902 | -45.66% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 24,902 | 2,113 | 0.0% | 0.0% | 42 | -39 | -0.16% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 24,291 | 2,061 | 0.0% | 0.0% | 43 | -7,283 | -23.07% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,038 | 1,870 | 0.0% | — | 44 | +22,038 | New | Q4 2025 | Feb 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 20,865 | 1,771 | 0.26% | — | 45 | +20,865 | New | Q4 2025 | Feb 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 19,994 | 1,697 | 0.11% | 0.12% | 46 | +135 | 0.68% | Q4 2025 | Feb 11, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 19,399 | 1,646 | 0.59% | 0.6% | 47 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,042 | 1,616 | 0.02% | 0.02% | 48 | +382 | 2.05% | Q4 2025 | Jan 20, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 18,617 | 1,580 | 0.48% | 0.49% | 49 | +105 | 0.57% | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,143 | 1,569 | 0.0% | 0.0% | 50 | +1,408 | 8.41% | Q4 2025 | Jan 08, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 18,119 | 1,537 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,704 | 1,502 | 0.0% | 0.0% | 52 | +9,383 | 112.76% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 17,385 | 1,475 | 0.0% | 0.0% | 53 | -790 | -4.35% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,366 | 1,389 | 0.0% | 0.0% | 54 | -829 | -4.82% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 14,732 | 1,250 | 0.23% | 0.22% | 55 | +289 | 2.0% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,110 | 1,197 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | No change | 13,965 | 1,185 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sharper & Granite LLC | History | No change | 13,290 | 1,128 | 0.4% | 0.4% | 58 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 12,316 | 1,045 | 0.37% | 0.38% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 12,128 | 1,029 | 0.06% | 0.06% | 60 | -243 | -1.96% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,087 | 1,025 | 0.0% | 0.0% | 61 | +1,261 | 11.65% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,069 | 1,024 | 0.0% | 0.0% | 62 | -33 | -0.27% | Q4 2025 | Feb 17, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 12,056 | 1,023 | 0.63% | 0.61% | 63 | -81 | -0.67% | Q4 2025 | Feb 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 11,796 | 1,001 | 0.54% | 0.55% | 64 | +223 | 1.93% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,474 | 974 | 0.01% | 0.01% | 65 | +970 | 9.23% | Q4 2025 | Jan 05, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 11,478 | 974 | 0.1% | 0.1% | 66 | +236 | 2.1% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,385 | 966 | 0.0% | 0.0% | 67 | -10 | -0.09% | Q4 2025 | Feb 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 10,916 | 926 | 0.07% | 0.06% | 68 | +329 | 3.11% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,722 | 910 | 0.0% | 0.0% | 69 | -263 | -2.39% | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 10,698 | 908 | 0.1% | 0.12% | 70 | -270 | -2.46% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,467 | 905 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DSG Capital Advisors, LLC | History | New | 10,076 | 879 | 0.13% | — | 72 | +10,076 | New | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 9,990 | 847 | 0.03% | 0.03% | 73 | +30 | 0.3% | Q4 2025 | Jan 14, 2026 |
| OxenFree Capital LLC | History | Added to | 9,611 | 815 | 0.43% | 0.36% | 74 | +1,816 | 23.3% | Q4 2025 | Jan 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,509 | 807 | 0.03% | 0.03% | 75 | +629 | 7.08% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 9,001 | 764 | 0.0% | 0.0% | 76 | +3,241 | 56.27% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | No change | 8,640 | 733 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,598 | 729 | 0.05% | 0.07% | 78 | -2,859 | -24.95% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,136 | 690 | 0.0% | 0.0% | 79 | +941 | 13.08% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 7,800 | 662 | 0.46% | 0.51% | 80 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 7,753 | 658 | 0.0% | 0.0% | 81 | +145 | 1.91% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 7,156 | 607 | 0.04% | 0.04% | 82 | -148 | -2.03% | Q4 2025 | Feb 10, 2026 |
| Revisor Wealth Management LLC | History | No change | 6,963 | 605 | 0.16% | 0.2% | 83 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,053 | 598 | 0.01% | 0.01% | 84 | -41 | -0.58% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,942 | 589 | 0.0% | 0.0% | 85 | -52 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,850 | 581 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 6,835 | 580 | 0.19% | 0.21% | 87 | +13 | 0.19% | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,615 | 561 | 0.46% | 0.58% | 88 | -133 | -1.97% | Q4 2025 | Feb 10, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 6,510 | 552 | 0.16% | 0.16% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,407 | 543 | 0.04% | 0.04% | 90 | +18 | 0.28% | Q4 2025 | Feb 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,155 | 522 | 0.01% | 0.01% | 91 | -468 | -7.07% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | No change | 6,116 | 519 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Breachway Investments LLC | History | New | 6,096 | 517 | 0.55% | — | 93 | +6,096 | New | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Reduced | 6,024 | 511 | 0.0% | 0.0% | 94 | -35 | -0.58% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,816 | 494 | 0.02% | — | 95 | +5,816 | New | Q4 2025 | Feb 13, 2026 |
| Quartz Partners, LLC | History | Added to | 5,603 | 475 | 0.18% | 0.16% | 96 | +206 | 3.82% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,495 | 466 | 0.0% | 0.0% | 97 | +907 | 19.77% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,500 | 466 | 0.01% | 0.01% | 98 | -175 | -3.08% | Q4 2025 | Jan 28, 2026 |
| Element Wealth, LLC | History | Added to | 5,172 | 438 | 0.18% | 0.14% | 99 | +1,273 | 32.65% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,074 | 430 | 0.03% | — | 101 | +5,074 | New | Q4 2025 | Feb 12, 2026 |
| Willis Investment Counsel | History | Reduced | 5,066 | 430 | 0.02% | 0.02% | 100 | -175 | -3.34% | Q4 2025 | Jan 22, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 4,951 | 420 | 0.12% | 0.14% | 102 | -117 | -2.31% | Q4 2025 | Feb 09, 2026 |
| ATLas Financial Planning LLC | History | New | 4,900 | 415 | 0.41% | — | 103 | +4,900 | New | Q4 2025 | Feb 17, 2026 |
| Asset Advisory Group, Inc. | History | New | 4,812 | 408 | 0.2% | — | 105 | +4,812 | New | Q4 2025 | Feb 12, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 4,815 | 408 | 0.11% | 0.11% | 104 | -119 | -2.41% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 4,800 | 407 | 0.0% | 0.01% | 106 | -25,446 | -84.13% | Q4 2025 | Jan 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,787 | 406 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,748 | 403 | 0.0% | 0.0% | 108 | +13 | 0.27% | Q4 2025 | Feb 03, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 4,583 | 389 | 0.05% | 0.06% | 109 | -158 | -3.33% | Q4 2025 | Jan 20, 2026 |
| Team Financial Group, LLC | History | Added to | 4,539 | 385 | 0.17% | 0.18% | 110 | +24 | 0.53% | Q4 2025 | Jan 13, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 4,506 | 382 | 0.24% | 0.27% | 111 | -649 | -12.59% | Q4 2025 | Jan 14, 2026 |
| RMR Capital Management, LLC | History | Reduced | 4,400 | 373 | 0.27% | 0.36% | 112 | -1,777 | -28.77% | Q4 2025 | Feb 12, 2026 |
| Vantage Point Financial LLC | History | Added to | 4,399 | 373 | 0.13% | 0.14% | 113 | +89 | 2.06% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | No change | 4,280 | 363 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | Reduced | 4,120 | 349 | 0.0% | 0.0% | 115 | -16 | -0.39% | Q4 2025 | Feb 04, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,105 | 348 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Insight Advisors, LLC/ PA | History | New | 4,081 | 346 | 0.05% | — | 118 | +4,081 | New | Q4 2025 | Feb 11, 2026 |
| Kendall Capital Management | History | No change | 4,080 | 346 | 0.07% | 0.08% | 117 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,997 | 339 | 0.0% | 0.0% | 119 | +406 | 11.31% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,968 | 336 | 0.03% | 0.04% | 120 | -800 | -16.78% | Q4 2025 | Jan 13, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,800 | 322 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Essential Planning, LLC. | History | Reduced | 3,749 | 318 | 0.1% | 0.12% | 122 | -510 | -11.97% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,672 | 311 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 3,469 | 309 | 0.09% | 0.09% | 124 | -116 | -3.24% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,624 | 307 | 0.0% | 0.0% | 125 | +272 | 8.11% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,568 | 302 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allegheny Financial Group | History | Added to | 3,556 | 301 | 0.04% | 0.06% | 127 | +20 | 0.57% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,541 | 300 | 0.0% | 0.0% | 128 | -22 | -0.62% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,526 | 299 | 0.0% | 0.0% | 129 | -617 | -14.89% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,518 | 298 | 0.02% | 0.02% | 130 | -52 | -1.46% | Q4 2025 | Feb 06, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 3,500 | 297 | 0.15% | 0.14% | 131 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | New | 3,406 | 289 | 0.0% | — | 132 | +3,406 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,414 | 289 | 0.01% | 0.01% | 133 | -12 | -0.35% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,414 | 289 | 0.01% | 0.02% | 134 | -12 | -0.35% | Q4 2025 | Feb 10, 2026 |
| GenTrust, LLC | History | New | 3,316 | 281 | 0.01% | — | 135 | +3,316 | New | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,241 | 275 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 3,199 | 271 | 0.04% | — | 137 | +3,199 | New | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,154 | 267 | 0.01% | 0.02% | 138 | -500 | -13.68% | Q4 2025 | Mar 04, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 3,097 | 262 | 0.18% | 0.2% | 139 | -90 | -2.82% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,073 | 260 | 0.0% | 0.0% | 140 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,046 | 258 | 0.01% | 0.0% | 141 | -14 | -0.46% | Q4 2025 | Feb 11, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 3,000 | 254 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Klingman & Associates, LLC | History | No change | 3,000 | 254 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,000 | 254 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 2,999 | 254 | 0.15% | 0.16% | 145 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,953 | 250 | 0.01% | 0.03% | 146 | -7,300 | -71.2% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,930 | 248 | 0.0% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Livet Wealth, LLC | History | New | 2,865 | 243 | 0.15% | — | 148 | +2,865 | New | Q4 2025 | Feb 13, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 2,848 | 241 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,769 | 235 | 0.01% | 0.01% | 150 | -34 | -1.21% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | No change | 2,767 | 234 | 0.02% | 0.03% | 151 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BROWN ADVISORY INC | History | No change | 2,742 | 232 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 2,620 | 228 | 0.04% | 1.84% | 153 | -124,742 | -97.94% | Q4 2025 | Feb 02, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,670 | 226 | 0.0% | — | 155 | +2,670 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 2,671 | 226 | 0.0% | 0.01% | 154 | -2,351 | -46.81% | Q4 2025 | Jan 15, 2026 |
| Curran Financial Partners, LLC | History | New | 2,485 | 210 | 0.04% | — | 156 | +2,485 | New | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 2,456 | 208 | 0.0% | — | 157 | +2,456 | New | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,444 | 207 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tranquility Partners, LLC | History | No change | 2,435 | 206 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | No change | 2,407 | 204 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Columbia Bank | History | New | 2,400 | 203 | 0.06% | — | 162 | +2,400 | New | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,401 | 203 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 2,385 | 202 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NORTHERN TRUST CORP | History | New | 2,360 | 200 | 0.0% | — | 164 | +2,360 | New | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 2,359 | 200 | 0.02% | — | 165 | +2,359 | New | Q4 2025 | Mar 24, 2026 |
| COMERICA BANK | History | Added to | 2,166 | 183 | 0.0% | 0.0% | 166 | +19 | 0.88% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 1,591 | 135 | 0.0% | 0.0% | 167 | +189 | 13.48% | Q4 2025 | Jan 26, 2026 |
| Clearstead Trust, LLC | History | Reduced | 1,367 | 116 | 0.02% | 0.02% | 168 | -2 | -0.15% | Q4 2025 | Feb 09, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 1,300 | 110 | 0.0% | 0.01% | 169 | -775 | -37.35% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,294 | 109 | 0.0% | 0.0% | 170 | -74 | -5.41% | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | No change | 1,097 | 93 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,083 | 91 | 0.0% | — | 172 | +1,083 | New | Q4 2025 | Jan 21, 2026 |
| Center for Financial Planning, Inc. | History | No change | 982 | 83 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hilltop National Bank | History | No change | 986 | 83 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fairman Group, LLC | History | Added to | 922 | 78 | 0.06% | 0.06% | 175 | +5 | 0.55% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 864 | 73 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 776 | 65 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 682 | 57 | 0.01% | 0.0% | 178 | +401 | 142.7% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 669 | 56 | 0.0% | 0.0% | 179 | -29 | -4.15% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 611 | 51 | 0.0% | 0.0% | 180 | -231 | -27.43% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 570 | 48 | 0.0% | 0.0% | 181 | +1 | 0.18% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | Added to | 497 | 42 | 0.0% | 0.0% | 183 | +3 | 0.61% | Q4 2025 | Jan 22, 2026 |
| Archer Investment Corp | History | No change | 500 | 42 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 477 | 40 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 468 | 39 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 450 | 38 | 0.0% | 0.0% | 187 | +310 | 221.43% | Q4 2025 | Feb 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 453 | 38 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | No change | 459 | 38 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 390 | 33 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 350 | 29 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 316 | 26 | 0.0% | 0.0% | 191 | +1 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 207 | 17 | 0.0% | — | 192 | +207 | New | Q4 2025 | Feb 13, 2026 |
| SWAN Capital LLC | History | No change | 203 | 17 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 16 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 180 | 15 | 0.0% | 0.0% | 195 | +1 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | No change | 165 | 14 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | No change | 147 | 12 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | New | 100 | 8 | 0.0% | — | 198 | +100 | New | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 92 | 7 | 0.0% | — | 200 | +92 | New | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | New | 84 | 7 | 0.0% | — | 199 | +84 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 34 | 2 | 0.0% | — | 203 | +34 | New | Q4 2025 | Mar 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,187 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -13,720 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,554 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,389 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,851 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EPIQ PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,800 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -913 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |