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 | Reduced | 1,505,283 | 129,996 | 0.01% | 0.01% | 1 | -140,661 | -8.55% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,216,396 | 105,048 | 0.01% | 0.01% | 2 | +53,408 | 4.59% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 901,077 | 77,817 | 0.02% | 0.02% | 3 | +62,545 | 7.46% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 372,562 | 32,174 | 0.01% | 0.01% | 4 | -19,307 | -4.93% | Q1 2026 | May 11, 2026 |
| 626 Financial, LLC | History | Reduced | 294,902 | 25,467 | 11.35% | 11.46% | 5 | -18,982 | -6.05% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 273,140 | 23,588 | 0.01% | 0.01% | 6 | +13,828 | 5.33% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 268,910 | 23,223 | 0.97% | 0.99% | 7 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 245,116 | 21,168 | 5.8% | 6.27% | 8 | -9,530 | -3.74% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 235,615 | 20,347 | 0.63% | 0.69% | 9 | -11,373 | -4.6% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 224,181 | 19,360 | 0.07% | 0.07% | 10 | +24,416 | 12.22% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 180,709 | 15,606 | 0.02% | 0.02% | 11 | -12,888 | -6.66% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 149,793 | 12,936 | 0.07% | 0.03% | 12 | +81,042 | 117.88% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 147,408 | 12,730 | 0.14% | 0.07% | 13 | +74,085 | 101.04% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 143,467 | 12,389 | 0.01% | 0.01% | 14 | +927 | 0.65% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 142,601 | 12,315 | 0.0% | 0.0% | 15 | +2,196 | 1.56% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 119,070 | 10,282 | 0.13% | 0.11% | 16 | +18,026 | 17.84% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 102,636 | 8,864 | 0.02% | 0.02% | 17 | +1,702 | 1.69% | Q1 2026 | Apr 30, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 100,002 | 8,636 | 1.68% | 1.92% | 18 | +2,732 | 2.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 95,587 | 8,254 | 0.0% | 0.0% | 19 | +4,409 | 4.84% | Q1 2026 | May 05, 2026 |
| Melone Private Wealth, LLC | History | Added to | 83,860 | 7,242 | 2.96% | 2.89% | 20 | +3,656 | 4.56% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 76,813 | 6,634 | 0.01% | 0.01% | 21 | -26,950 | -25.97% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 71,964 | 6,214 | 0.0% | 0.0% | 22 | +13,387 | 22.85% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 71,954 | 6,213 | 0.07% | 0.08% | 23 | +4,603 | 6.83% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 72,320 | 6,127 | 0.0% | 0.0% | 24 | +1,829 | 2.59% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 69,610 | 6,012 | 0.0% | 0.0% | 25 | -17,153 | -19.77% | Q1 2026 | May 15, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 60,186 | 5,197 | 3.03% | 3.98% | 26 | -15,376 | -20.35% | Q1 2026 | Apr 15, 2026 |
| Envision Financial LLC | History | Reduced | 55,677 | 4,808 | 2.59% | 2.94% | 27 | -9,853 | -15.04% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,465 | 4,530 | 0.02% | 0.02% | 28 | +2,155 | 4.28% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 52,074 | 4,497 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 48,631 | 4,199 | 0.01% | 0.01% | 30 | -431 | -0.88% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 38,847 | 3,354 | 0.02% | 0.03% | 31 | -572 | -1.45% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 38,003 | 3,281 | 0.0% | 0.0% | 32 | +143 | 0.38% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 33,833 | 2,921 | 0.0% | 0.0% | 33 | -266 | -0.78% | Q1 2026 | May 12, 2026 |
| LCNB CORP | History | No change | 33,383 | 2,882 | 0.97% | 0.95% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Reduced | 32,081 | 2,770 | 0.25% | 0.26% | 35 | -1,947 | -5.72% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,909 | 2,755 | 0.0% | 0.0% | 36 | -3,113 | -8.89% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 30,877 | 2,696 | 0.0% | 0.0% | 37 | -281 | -0.9% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 31,005 | 2,677 | 1.88% | 1.84% | 38 | -657 | -2.08% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,796 | 2,573 | 0.0% | 0.0% | 39 | +104 | 0.35% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,155 | 2,345 | 0.0% | 0.0% | 40 | +1,090 | 4.18% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 25,952 | 2,241 | 0.0% | — | 41 | +25,952 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 24,829 | 2,144 | 0.0% | 0.0% | 42 | -73 | -0.29% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 22,223 | 1,919 | 0.07% | 0.1% | 43 | +11,525 | 107.73% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 20,221 | 1,756 | 0.19% | 0.26% | 44 | -644 | -3.09% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 20,144 | 1,739 | 0.02% | 0.02% | 45 | +1,102 | 5.79% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 20,140 | 1,739 | 0.12% | 0.11% | 46 | +146 | 0.73% | Q1 2026 | May 21, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 19,049 | 1,645 | 0.61% | 0.59% | 47 | -350 | -1.8% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,025 | 1,642 | 0.0% | 0.0% | 48 | -5,266 | -21.68% | Q1 2026 | May 15, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 18,696 | 1,614 | 0.5% | 0.48% | 49 | +79 | 0.42% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 18,612 | 1,607 | 0.0% | 0.0% | 50 | +1,227 | 7.06% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 18,119 | 1,564 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 16,887 | 1,458 | 0.26% | 0.23% | 52 | +2,155 | 14.63% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,182 | 1,397 | 0.0% | 0.0% | 53 | -184 | -1.12% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 16,120 | 1,392 | 0.0% | — | 54 | +16,120 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,832 | 1,371 | 0.0% | 0.0% | 55 | -2,311 | -12.74% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,490 | 1,251 | 0.01% | 0.01% | 56 | +525 | 3.76% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,110 | 1,218 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | Added to | 13,440 | 1,160 | 0.4% | 0.4% | 58 | +150 | 1.13% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,129 | 1,111 | 0.0% | 0.0% | 59 | +1,042 | 8.62% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 12,531 | 1,082 | 0.01% | 0.0% | 60 | +3,530 | 39.22% | Q1 2026 | May 15, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 12,316 | 1,063 | 0.35% | 0.37% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 12,066 | 1,042 | 0.56% | 0.54% | 62 | +270 | 2.29% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 11,914 | 1,028 | 0.01% | — | 63 | +11,914 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,854 | 1,023 | 0.0% | 0.0% | 64 | -215 | -1.78% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 11,643 | 1,005 | 0.06% | 0.06% | 65 | -485 | -4.0% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,246 | 971 | 0.0% | — | 66 | +11,246 | New | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 11,090 | 957 | 0.1% | 0.1% | 67 | -388 | -3.38% | Q1 2026 | May 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 11,058 | 954 | 0.07% | 0.07% | 68 | +142 | 1.3% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,676 | 921 | 0.0% | 0.0% | 69 | -46 | -0.43% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,467 | 909 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DSG Capital Advisors, LLC | History | No change | 10,076 | 870 | 0.14% | 0.13% | 71 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OxenFree Capital LLC | History | Added to | 9,658 | 863 | 0.42% | 0.43% | 72 | +47 | 0.49% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Reduced | 9,912 | 856 | 0.03% | 0.03% | 73 | -78 | -0.78% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,786 | 845 | 0.03% | 0.03% | 74 | +277 | 2.91% | Q1 2026 | Apr 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 9,310 | 804 | 0.1% | — | 75 | +9,310 | New | Q1 2026 | May 18, 2026 |
| Ballentine Partners, LLC | History | No change | 8,640 | 746 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 7,800 | 709 | 0.46% | 0.46% | 77 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,969 | 688 | 0.01% | 0.01% | 78 | +916 | 12.99% | Q1 2026 | May 18, 2026 |
| Avestar Capital, LLC | History | Added to | 7,817 | 675 | 0.04% | 0.04% | 79 | +661 | 9.24% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | No change | 7,753 | 669 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,673 | 662 | 0.05% | 0.05% | 81 | -925 | -10.76% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,580 | 654 | 0.0% | 0.0% | 82 | -10,124 | -57.18% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,176 | 619 | 0.45% | 0.46% | 83 | +561 | 8.48% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | No change | 6,963 | 601 | 0.17% | 0.16% | 84 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,942 | 599 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,850 | 591 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 6,778 | 585 | 0.19% | 0.19% | 87 | -57 | -0.83% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,575 | 567 | 0.0% | 0.0% | 88 | -15,463 | -70.17% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,547 | 565 | 0.01% | 0.01% | 89 | +392 | 6.37% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,422 | 554 | 0.03% | 0.04% | 90 | +15 | 0.23% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,222 | 537 | 0.0% | 0.0% | 91 | -1,914 | -23.53% | Q1 2026 | May 15, 2026 |
| Breachway Investments LLC | History | Added to | 6,122 | 528 | 0.51% | 0.55% | 93 | +26 | 0.43% | Q1 2026 | Apr 13, 2026 |
| NORDEN GROUP LLC | History | No change | 6,116 | 528 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quartz Partners, LLC | History | Added to | 6,055 | 522 | 0.2% | 0.18% | 94 | +452 | 8.07% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 5,859 | 505 | 0.0% | 0.0% | 95 | -165 | -2.74% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,700 | 492 | 0.01% | 0.01% | 96 | +200 | 3.64% | Q1 2026 | May 04, 2026 |
| Element Wealth, LLC | History | Added to | 5,614 | 484 | 0.2% | 0.18% | 97 | +442 | 8.55% | Q1 2026 | May 04, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 4,972 | 429 | 0.13% | 0.12% | 98 | +21 | 0.42% | Q1 2026 | May 05, 2026 |
| ATLas Financial Planning LLC | History | No change | 4,900 | 423 | 0.38% | 0.41% | 99 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Willis Investment Counsel | History | Reduced | 4,891 | 422 | 0.02% | 0.02% | 100 | -175 | -3.45% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,822 | 416 | 0.0% | — | 101 | +4,822 | New | Q1 2026 | May 15, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 4,816 | 415 | 0.21% | 0.2% | 103 | +4 | 0.08% | Q1 2026 | Apr 16, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,815 | 415 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,800 | 414 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,787 | 413 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,758 | 410 | 0.0% | 0.0% | 106 | +10 | 0.21% | Q1 2026 | Apr 30, 2026 |
| First Nebraska Trust Co | History | No change | 4,665 | 402 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,558 | 393 | 0.0% | 0.0% | 108 | +934 | 25.77% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 4,527 | 390 | 0.01% | — | 109 | +4,527 | New | Q1 2026 | May 15, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 4,507 | 389 | 0.24% | 0.24% | 110 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 4,488 | 387 | 0.11% | 0.16% | 112 | -2,022 | -31.06% | Q1 2026 | May 12, 2026 |
| Team Financial Group, LLC | History | Reduced | 4,485 | 387 | 0.18% | 0.17% | 111 | -54 | -1.19% | Q1 2026 | May 01, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 4,471 | 386 | 0.05% | 0.05% | 113 | -112 | -2.44% | Q1 2026 | Apr 14, 2026 |
| GenTrust, LLC | History | Added to | 4,411 | 380 | 0.02% | 0.01% | 114 | +1,095 | 33.02% | Q1 2026 | Apr 27, 2026 |
| Vantage Point Financial LLC | History | Added to | 4,400 | 379 | 0.13% | 0.13% | 116 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| RMR Capital Management, LLC | History | No change | 4,400 | 379 | 0.27% | 0.27% | 115 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,250 | 367 | 0.01% | 0.01% | 117 | -30 | -0.7% | Q1 2026 | Apr 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 4,199 | 362 | 0.02% | 0.03% | 118 | +231 | 5.82% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,105 | 354 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Reduced | 4,088 | 353 | 0.0% | 0.0% | 120 | -32 | -0.78% | Q1 2026 | May 01, 2026 |
| Kendall Capital Management | History | No change | 4,080 | 352 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,975 | 343 | 0.0% | 0.0% | 122 | -1,520 | -27.66% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,902 | 337 | 0.0% | 0.0% | 123 | -95 | -2.38% | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,800 | 328 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Essential Planning, LLC. | History | Added to | 3,750 | 323 | 0.1% | 0.1% | 125 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,672 | 317 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,603 | 311 | 0.02% | 0.02% | 127 | +85 | 2.42% | Q1 2026 | Apr 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,556 | 307 | 0.0% | — | 129 | +3,556 | New | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,566 | 307 | 0.0% | 0.0% | 128 | +40 | 1.13% | Q1 2026 | Apr 27, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 3,366 | 304 | 0.08% | 0.09% | 130 | -103 | -2.97% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,568 | 302 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 3,500 | 302 | 0.15% | 0.15% | 132 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | Added to | 3,292 | 300 | 0.01% | 0.01% | 134 | +339 | 11.48% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,482 | 300 | 0.0% | 0.0% | 133 | -59 | -1.67% | Q1 2026 | Jun 02, 2026 |
| Allegheny Financial Group | History | Reduced | 3,451 | 298 | 0.04% | 0.04% | 135 | -105 | -2.95% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | Added to | 3,408 | 294 | 0.0% | 0.0% | 136 | +2 | 0.06% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 3,414 | 289 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,238 | 279 | 0.02% | 0.03% | 139 | -1,836 | -36.18% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,241 | 279 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 3,211 | 277 | 0.04% | 0.04% | 140 | +12 | 0.38% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,198 | 276 | 0.01% | 0.01% | 141 | -216 | -6.33% | Q1 2026 | Apr 24, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,154 | 272 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,057 | 264 | 0.01% | 0.01% | 143 | +11 | 0.36% | Q1 2026 | Apr 23, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 3,000 | 259 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | No change | 3,000 | 259 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,000 | 259 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 2,999 | 258 | 0.16% | 0.15% | 147 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,930 | 253 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 2,921 | 252 | 0.17% | 0.18% | 149 | -176 | -5.68% | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,888 | 249 | 0.01% | — | 150 | +2,888 | New | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,770 | 239 | 0.01% | 0.01% | 151 | +1 | 0.04% | Q1 2026 | May 18, 2026 |
| Brooklyn Investment Group | History | New | 2,748 | 237 | 0.01% | — | 153 | +2,748 | New | Q1 2026 | Apr 29, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 2,748 | 237 | 0.08% | 0.07% | 152 | -100 | -3.51% | Q1 2026 | Apr 21, 2026 |
| BROWN ADVISORY INC | History | No change | 2,742 | 236 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,667 | 230 | 0.0% | — | 156 | +2,667 | New | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | No change | 2,670 | 230 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 2,569 | 221 | 0.0% | — | 157 | +2,569 | New | Q1 2026 | May 05, 2026 |
| Livet Wealth, LLC | History | Reduced | 2,550 | 220 | 0.14% | 0.15% | 158 | -315 | -10.99% | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | Added to | 2,364 | 216 | 0.02% | 0.02% | 159 | +5 | 0.21% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,486 | 214 | 0.0% | 0.0% | 160 | +30 | 1.22% | Q1 2026 | May 14, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 2,469 | 213 | 0.04% | 0.04% | 161 | -16 | -0.64% | Q1 2026 | Apr 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,401 | 207 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Columbia Bank | History | No change | 2,400 | 207 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tranquility Partners, LLC | History | Reduced | 2,395 | 206 | 0.08% | 0.07% | 164 | -40 | -1.64% | Q1 2026 | Apr 20, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 2,385 | 205 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Centric Wealth Management | History | New | 2,250 | 203 | 0.04% | — | 166 | +2,250 | New | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,337 | 201 | 0.0% | 0.01% | 167 | -107 | -4.38% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | Reduced | 2,334 | 201 | 0.02% | 0.02% | 168 | -73 | -3.03% | Q1 2026 | Apr 30, 2026 |
| PGIM Custom Harvest LLC | History | New | 2,324 | 200 | 0.0% | — | 169 | +2,324 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 2,166 | 183 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | New | 1,890 | 163 | 0.01% | — | 171 | +1,890 | New | Q1 2026 | May 19, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,709 | 147 | 0.0% | — | 172 | +1,709 | New | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,587 | 137 | 0.0% | 0.0% | 173 | -4 | -0.25% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | No change | 1,367 | 118 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,294 | 109 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,129 | 102 | 0.01% | 0.04% | 176 | -1,491 | -56.91% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | No change | 1,097 | 94 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 1,070 | 92 | 0.0% | 0.0% | 178 | -230 | -17.69% | Q1 2026 | May 01, 2026 |
| Hilltop National Bank | History | No change | 986 | 85 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Center for Financial Planning, Inc. | History | No change | 982 | 84 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fairman Group, LLC | History | Added to | 926 | 79 | 0.07% | 0.06% | 181 | +4 | 0.43% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | No change | 864 | 74 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 810 | 69 | 0.0% | — | 183 | +810 | New | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 776 | 67 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 765 | 66 | 0.0% | — | 185 | +765 | New | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 760 | 65 | 0.0% | — | 186 | +760 | New | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 683 | 58 | 0.01% | 0.01% | 187 | +1 | 0.15% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 669 | 57 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | No change | 570 | 49 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 526 | 45 | 0.0% | 0.0% | 190 | -85 | -13.91% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 500 | 43 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 468 | 40 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 453 | 39 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | No change | 459 | 39 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 441 | 38 | 0.0% | 0.0% | 195 | -56 | -11.27% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | No change | 390 | 33 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 362 | 32 | 0.0% | 0.0% | 197 | -115 | -24.11% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 350 | 30 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 318 | 27 | 0.0% | 0.0% | 199 | +2 | 0.63% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 17 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | No change | 207 | 17 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SWAN Capital LLC | History | No change | 203 | 17 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 181 | 15 | 0.0% | 0.0% | 203 | +1 | 0.56% | Q1 2026 | May 04, 2026 |
| Asset Dedication, LLC | History | No change | 165 | 14 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| REAP Financial Group, LLC | History | No change | 147 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 138 | 11 | 0.0% | — | 206 | +138 | New | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 8 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | No change | 84 | 7 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 62 | 5 | 0.0% | — | 210 | +62 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 34 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 12 | 1 | 0.0% | — | 214 | +12 | New | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -32,971 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -12,056 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,474 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,385 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,816 | -100.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.05% | — | -4,081 | -100.0% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,073 | -100.0% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -2,767 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,671 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,360 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,083 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |