WisdomTree Trust - DXJ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History No change 3,022,594 524,450 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 2,221,092 385,403 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,508,764 261,800 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 634,359 110,073 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 601,307 104,338 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 537,486 93,259 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 483,484 83,894 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 478,042 82,949 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 447,642 77,674 0.13% 0.13% 9 0 0.0% Q2 2026 Jul 30, 2026
MEITAV INVESTMENT HOUSE LTD History No change 442,091 76,711 0.52% 0.52% 10 0 0.0% Q2 2026 Jul 20, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 436,644 75,766 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 418,596 72,634 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 413,663 71,778 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 373,164 64,751 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 324,400 56,289 0.08% 0.08% 15 0 0.0% Q2 2026 Jul 22, 2026
Robinhood Asset Management, LLC History No change 317,194 55,039 2.94% 2.94% 16 0 0.0% Q2 2026 Aug 11, 2026
Evercore Wealth Management, LLC History No change 310,765 53,923 0.76% 0.76% 17 0 0.0% Q2 2026 Aug 14, 2026
Ayalon Insurance Comp Ltd. History Added to 270,047 48,757 4.05% 4.17% 18 +74,262 37.93% Q3 2026 Oct 08, 2026
AMERIPRISE FINANCIAL INC History No change 268,697 46,700 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 196,780 34,145 4.14% 4.14% 20 0 0.0% Q2 2026 Jul 29, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 169,215 29,362 0.14% 0.14% 21 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 167,404 29,048 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 159,700 27,711 0.7% 0.7% 23 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 158,779 27,551 0.28% 0.28% 24 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 144,188 25,019 0.46% 0.46% 25 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 141,544 24,560 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 128,900 22,366 0.02% 0.02% 27 0 0.0% Q2 2026 Sep 02, 2026
Permanens Capital L.P. History No change 125,863 21,839 2.25% 2.25% 28 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 118,136 20,498 0.72% 0.72% 29 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 117,390 20,388 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 116,105 20,146 0.19% 0.19% 31 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 112,650 19,547 0.4% 0.4% 32 0 0.0% Q2 2026 Aug 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 110,309 19,140 0.0% 0.0% 33 0 0.0% Q2 2026 Sep 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 100,000 17,352 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 99,165 17,207 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 92,228 16,003 0.02% 0.02% 36 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 88,610 15,998 1.71% 1.87% 37 -8,420 -8.68% Q3 2026 Oct 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 84,019 14,578 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Capital, LLC History Added to 79,428 14,340 0.81% 0.64% 39 +4,500 6.01% Q3 2026 Oct 08, 2026
JANE STREET GROUP, LLC History No change 81,617 14,162 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 76,074 13,200 2.19% 2.19% 41 0 0.0% Q2 2026 Jul 21, 2026
Ocean Park Asset Management, LLC History No change 74,703 12,962 0.62% 0.62% 42 0 0.0% Q2 2026 Jul 09, 2026
JBGlobal.com LLC History No change 74,610 12,946 11.32% 11.32% 43 0 0.0% Q2 2026 Jul 06, 2026
Almanack Investment Partners, LLC. History No change 69,389 12,040 1.53% 1.53% 44 0 0.0% Q2 2026 Jul 30, 2026
BEARING POINT CAPITAL, LLC History No change 66,925 11,612 1.57% 1.57% 45 0 0.0% Q2 2026 Aug 11, 2026
Evernest Financial Advisors, LLC History No change 65,507 11,366 2.38% 2.38% 46 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 63,785 11,067 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 07, 2026
Madrid Financial Services History No change 61,163 10,613 5.62% 5.62% 48 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 60,935 10,573 0.11% 0.11% 49 0 0.0% Q2 2026 Aug 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 57,831 10,034 0.01% 0.01% 50 0 0.0% Q2 2026 Jul 29, 2026
New Vernon Capital Holdings II LLC History No change 57,605 9,995 5.51% 5.51% 51 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 56,209 9,753 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN POINT CAPITAL, LP History No change 50,000 8,676 2.67% 2.67% 53 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 47,812 8,296 0.26% 0.26% 54 0 0.0% Q2 2026 Jul 27, 2026
Berkeley, Inc History No change 45,188 7,841 2.46% 2.46% 55 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History No change 44,700 7,756 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 12, 2026
Sharper & Granite LLC History No change 44,588 7,736 2.4% 2.4% 57 0 0.0% Q2 2026 Jul 16, 2026
Stonebridge Financial Group, LLC/CA History No change 44,095 7,651 1.06% 1.06% 58 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 41,207 7,150 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 28, 2026
Nvest Wealth Strategies, Inc. History No change 38,553 6,689 4.18% 4.18% 60 0 0.0% Q2 2026 Jul 10, 2026
DEUTSCHE BANK AG\ History No change 38,187 6,626 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 07, 2026
BANK OF NOVA SCOTIA History No change 37,720 6,545 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 36,053 6,255 0.13% 0.13% 63 0 0.0% Q2 2026 Aug 06, 2026
Grey Ledge Advisors, LLC History No change 35,568 6,171 1.24% 1.24% 64 0 0.0% Q2 2026 Jul 27, 2026
GLENMEDE TRUST CO NA History No change 34,682 6,018 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 10, 2026
Warner Group LLC History No change 34,195 5,933 1.46% 1.46% 66 0 0.0% Q2 2026 Jul 27, 2026
CITIGROUP INC History No change 34,145 5,924 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 03, 2026
INTEGRITY ALLIANCE, LLC. History No change 33,692 5,846 0.18% 0.18% 68 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 33,068 5,738 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 32,528 5,644 0.03% 0.03% 70 0 0.0% Q2 2026 Jul 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 32,213 5,586 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 32,074 5,565 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 31,627 5,487 0.08% 0.08% 73 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 31,049 5,387 0.06% 0.06% 74 0 0.0% Q2 2026 Aug 12, 2026
Avid Wealth Partners LLC History No change 30,939 5,368 2.6% 2.6% 75 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 28,859 5,007 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 27,681 4,803 0.0% 0.0% 77 0 0.0% Q2 2026 Sep 02, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 27,511 4,773 0.22% 0.22% 78 0 0.0% Q2 2026 Jul 24, 2026
SHARPEPOINT LLC History No change 27,410 4,756 2.38% 2.38% 79 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 27,142 4,709 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 26,305 4,564 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA INVESTMENTS, LP History No change 25,800 4,476 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 24,781 4,300 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 24,588 4,266 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 24,121 4,185 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 27, 2026
Janney Montgomery Scott LLC History No change 22,240 3,859 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 21,907 3,801 0.02% 0.02% 87 0 0.0% Q2 2026 Sep 08, 2026
PATTEN & PATTEN INC/TN History No change 21,691 3,763 0.2% 0.2% 88 0 0.0% Q2 2026 Aug 05, 2026
WESCAP Management Group, Inc. History No change 21,629 3,753 0.7% 0.7% 89 0 0.0% Q2 2026 Aug 11, 2026
E&G Advisors, LLC History No change 20,810 3,610 0.7% 0.7% 90 0 0.0% Q2 2026 Jul 23, 2026
S&CO INC History No change 20,000 3,470 0.2% 0.2% 91 0 0.0% Q2 2026 Aug 06, 2026
XY Planning Network, Inc. History No change 19,946 3,461 0.43% 0.43% 92 0 0.0% Q2 2026 Jul 14, 2026
NorthRock Partners, LLC History No change 19,567 3,395 0.05% 0.05% 93 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 19,360 3,359 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 12, 2026
Karnit Road Accident Victims Compensation Fund History No change 19,156 3,323 1.89% 1.89% 95 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History No change 18,610 3,229 0.03% 0.03% 96 0 0.0% Q2 2026 Jul 28, 2026
Global View Capital Management LLC History No change 17,663 3,064 0.63% 0.63% 97 0 0.0% Q2 2026 Jul 23, 2026
Innovative Advisory Group, LLC History No change 17,642 3,061 2.32% 2.32% 98 0 0.0% Q2 2026 Sep 21, 2026
Copia Wealth Management History No change 17,623 3,057 1.84% 1.84% 99 0 0.0% Q2 2026 Aug 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 16,782 2,912 0.05% 0.05% 100 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 15,226 2,642 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 14,945 2,586 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 14,622 2,570 1.69% 1.69% 103 0 0.0% Q2 2026 Jul 06, 2026
Rathbones Group PLC History No change 14,598 2,533 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 14,463 2,509 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 14,343 2,488 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 14,016 2,432 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 13,524 2,346 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 13,361 2,318 0.13% 0.13% 109 0 0.0% Q2 2026 Aug 13, 2026
Arete Wealth Advisors, LLC History No change 13,337 2,314 0.15% 0.15% 110 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 13,274 2,303 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 07, 2026
Legacy Wealth Partners, LLC History No change 13,065 2,267 0.51% 0.51% 112 0 0.0% Q2 2026 Jul 22, 2026
Next Level Private LLC History No change 13,011 2,257 0.44% 0.44% 113 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Wealth History No change 12,627 2,191 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 12,260 2,128 0.26% 0.26% 115 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,226 2,121 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 19, 2026
Pilgrim Partners Asia Pte Ltd History No change 12,000 2,082 0.89% 0.89% 117 0 0.0% Q2 2026 Jul 29, 2026
Ethos Financial Group, LLC History No change 11,864 2,057 0.14% 0.14% 118 0 0.0% Q2 2026 Aug 07, 2026
Edgemoor Investment Advisors, Inc. History No change 11,655 2,022 0.14% 0.14% 119 0 0.0% Q2 2026 Aug 07, 2026
Evelyn Partners Group Ltd History No change 11,478 1,991 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
CIBC WORLD MARKET INC. History No change 11,464 1,989 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 11,360 1,971 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Dala Group, LLC History No change 11,144 1,933 1.59% 1.59% 123 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 11,045 1,916 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Wealth Management, LLC History No change 10,927 1,896 0.87% 0.87% 125 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 10,739 1,863 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 10, 2026
SCOTIA CAPITAL INC. History No change 10,603 1,839 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 10,213 1,805 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10,370 1,799 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History Reduced 9,723 1,755 0.28% 0.28% 130 -69 -0.7% Q3 2026 Oct 09, 2026
Global Endowment Management, LP History No change 10,000 1,735 0.18% 0.18% 131 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 9,979 1,731 0.17% 0.17% 132 0 0.0% Q2 2026 Aug 04, 2026
Addison Advisors LLC History No change 9,842 1,707 0.81% 0.81% 133 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 9,711 1,685 0.07% 0.07% 134 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 9,694 1,682 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 27, 2026
Chemistry Wealth Management LLC History No change 9,477 1,644 0.26% 0.26% 136 0 0.0% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History No change 9,434 1,637 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 9,361 1,625 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 9,257 1,600 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Oxinas Partners, LLC History No change 9,206 1,597 0.63% 0.63% 140 0 0.0% Q2 2026 Jul 14, 2026
HB Wealth Management, LLC History No change 9,129 1,584 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 8,985 1,559 0.01% 0.01% 142 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 8,988 1,559 0.03% 0.03% 143 0 0.0% Q2 2026 Jul 09, 2026
W1M Asset Management Ltd History No change 8,758 1,520 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 12, 2026
Payne Capital LLC History No change 8,667 1,503 1.25% 1.25% 145 0 0.0% Q2 2026 Aug 11, 2026
NVWM, LLC History No change 8,526 1,479 0.3% 0.3% 146 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 8,206 1,423 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 8,054 1,397 0.12% 0.12% 148 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 7,902 1,370 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
Greenwich Wealth Management LLC History No change 7,896 1,370 0.05% 0.05% 150 0 0.0% Q2 2026 Aug 12, 2026
Harbour Capital Advisors, LLC History No change 7,744 1,368 0.25% 0.25% 151 0 0.0% Q2 2026 Jul 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 7,783 1,350 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 17, 2026
Maridea Wealth Management LLC History No change 7,736 1,342 0.15% 0.15% 153 0 0.0% Q2 2026 Aug 06, 2026
Algorithmic Investment Models, LLC History No change 7,722 1,339 1.55% 1.55% 154 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 7,807 1,336 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 7,692 1,334 0.08% 0.08% 156 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 7,375 1,279 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 7,331 1,272 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Capstone Wealth Management Group, Inc. History No change 7,299 1,266 0.76% 0.76% 159 0 0.0% Q2 2026 Jul 27, 2026
Ballast Rock Private Wealth LLC History No change 7,210 1,251 0.58% 0.58% 160 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Planning Group, LLC History No change 6,841 1,187 0.38% 0.38% 161 0 0.0% Q2 2026 Jul 31, 2026
Phoenix Financial Ltd. History No change 6,746 1,170 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 6,722 1,166 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 6,481 1,124 0.12% 0.12% 164 0 0.0% Q2 2026 Jul 09, 2026
Massar Capital Management, LP History No change 6,299 1,093 0.11% 0.11% 165 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 6,256 1,085 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Ciovacco Capital Management LLC History No change 6,203 1,076 0.48% 0.48% 167 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 6,135 1,064 0.03% 0.03% 168 0 0.0% Q2 2026 Jul 29, 2026
Essential Partners LLC History No change 6,077 1,054 0.49% 0.49% 169 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 6,045 1,048 0.01% 0.01% 170 0 0.0% Q2 2026 Jul 29, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,021 1,044 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 5,972 1,036 0.08% 0.08% 172 0 0.0% Q2 2026 Aug 14, 2026
VestGen Investment Management History No change 5,970 1,035 0.55% 0.55% 173 0 0.0% Q2 2026 Jul 31, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 5,849 1,014 0.08% 0.08% 174 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 5,789 1,004 0.03% 0.03% 175 0 0.0% Q2 2026 Jul 30, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 5,699 988 0.55% 0.55% 176 0 0.0% Q2 2026 Jul 16, 2026
Total Clarity Wealth Management, Inc. History No change 5,673 984 0.19% 0.19% 177 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 5,669 983 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
Strait & Sound Wealth Management LLC History No change 5,661 982 0.34% 0.34% 179 0 0.0% Q2 2026 Aug 17, 2026
MONECO ADVISORS, LLC History No change 5,616 974 0.06% 0.06% 180 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 5,607 972 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 5,562 966 0.13% 0.13% 182 0 0.0% Q2 2026 Jul 23, 2026
Qube Research & Technologies Ltd History No change 5,359 929 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Prospect Financial Services LLC History No change 5,235 908 0.46% 0.46% 184 0 0.0% Q2 2026 Aug 06, 2026
GFS Advisors, LLC History No change 5,200 902 0.1% 0.1% 185 0 0.0% Q2 2026 Aug 04, 2026
DV Trading LLC History No change 5,200 902 0.03% 0.03% 186 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 5,186 899 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 14, 2026
J.M. Arbour, LLC History No change 5,169 896 0.77% 0.77% 188 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 5,131 890 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 4,878 846 0.14% 0.14% 190 0 0.0% Q2 2026 Jul 20, 2026
Arkadios Wealth Advisors History No change 4,871 845 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,863 843 0.03% 0.03% 192 0 0.0% Q2 2026 Jul 27, 2026
Eagle Strategies LLC History No change 4,750 824 0.08% 0.08% 193 0 0.0% Q2 2026 Jul 21, 2026
TWO SIGMA SECURITIES, LLC History No change 4,742 822 0.07% 0.07% 194 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 4,722 819 0.18% 0.18% 195 0 0.0% Q2 2026 Sep 02, 2026
Valor Advisors LLC History No change 4,673 810 0.6% 0.6% 196 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 4,649 806 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 4,503 781 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 03, 2026
THOR TRADING ADVISORS, LLC History No change 4,341 753 0.24% 0.24% 199 0 0.0% Q2 2026 Aug 12, 2026
Koshinski Asset Management, Inc. History No change 4,284 743 0.04% 0.04% 200 0 0.0% Q2 2026 Jul 27, 2026
Mengis Capital Management, Inc. History No change 4,242 736 0.11% 0.11% 201 0 0.0% Q2 2026 Jul 28, 2026
Unison Asset Management LLC History No change 4,200 728 0.3% 0.3% 202 0 0.0% Q2 2026 Aug 07, 2026
Maxele Advisors, LLC History No change 4,125 715 0.5% 0.5% 203 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 4,077 707 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 03, 2026
Modera Wealth Management, LLC History No change 4,059 704 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 03, 2026
Quadrature Capital Ltd History No change 4,055 703 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 06, 2026
NCM Capital Management, LLC History No change 3,846 667 0.21% 0.21% 207 0 0.0% Q2 2026 Aug 14, 2026
Allie Family Office LLC History No change 3,790 657 0.24% 0.24% 208 0 0.0% Q2 2026 Oct 02, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,782 656 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 3,765 653 0.22% 0.22% 210 0 0.0% Q2 2026 Aug 06, 2026
K2 Financial Inc. History No change 3,629 652 0.46% 0.46% 211 0 0.0% Q2 2026 Jul 21, 2026
Fisher Asset Management, LLC History No change 3,698 641 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 04, 2026
Equitable Holdings, Inc. History No change 3,685 639 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 17, 2026
Dynamic Advisor Solutions LLC History No change 3,545 615 0.02% 0.02% 214 0 0.0% Q2 2026 Jul 07, 2026
Independent Advisor Alliance History No change 3,491 605 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 12, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 3,448 598 0.07% 0.07% 216 0 0.0% Q2 2026 Aug 04, 2026
Y-Intercept (Hong Kong) Ltd History No change 3,397 589 0.01% 0.01% 217 0 0.0% Q2 2026 Jul 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,341 579 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 20, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 3,222 559 0.24% 0.24% 219 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 3,212 557 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,158 547 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 17, 2026
J. Team Financial, Inc. History No change 3,152 546 0.53% 0.53% 222 0 0.0% Q2 2026 Jul 27, 2026
WEDBUSH SECURITIES INC History No change 3,140 545 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 28, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 3,100 537 0.15% 0.15% 224 0 0.0% Q2 2026 Aug 12, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 3,091 536 0.52% 0.52% 225 0 0.0% Q2 2026 Aug 10, 2026
Peregrine Asset Advisers, Inc. History No change 3,078 534 0.12% 0.12% 226 0 0.0% Q2 2026 Aug 10, 2026
Checchi Capital Advisers, LLC History No change 3,081 534 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 04, 2026
Welch Group, LLC History No change 3,058 530 0.02% 0.02% 228 0 0.0% Q2 2026 Jul 23, 2026
South Shore Capital Advisors History No change 3,060 530 0.35% 0.35% 229 0 0.0% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History No change 2,958 513 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 2,923 507 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 14, 2026
Runnymede Capital Advisors, Inc. History No change 2,927 507 0.3% 0.3% 232 0 0.0% Q2 2026 Jul 21, 2026
Advisor Resource Council History No change 2,818 506 0.14% 0.14% 233 0 0.0% Q2 2026 Jul 28, 2026
Auour Investments LLC History No change 2,891 501 0.14% 0.14% 234 0 0.0% Q2 2026 Jul 21, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,875 498 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 14, 2026
CATHY PARETO & ASSOCIATES, INC History No change 2,853 495 0.29% 0.29% 236 0 0.0% Q2 2026 Jul 15, 2026
MGO ONE SEVEN LLC History No change 2,758 478 0.01% 0.01% 237 0 0.0% Q2 2026 Jul 31, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,688 466 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 07, 2026
Clear Harbor Asset Management, LLC History No change 2,678 464 0.03% 0.03% 239 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 2,655 460 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
Ifrah Financial Services, Inc. History No change 2,593 449 0.11% 0.11% 241 0 0.0% Q2 2026 Jul 21, 2026
Formidable Asset Management, LLC History No change 2,830 448 0.07% 0.07% 242 0 0.0% Q2 2026 Jul 17, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 2,574 446 0.17% 0.17% 243 0 0.0% Q2 2026 Jul 30, 2026
Ascent Group, LLC History No change 2,560 444 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 03, 2026
Moors & Cabot, Inc. History No change 2,553 442 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 10, 2026
Penobscot Investment Management Company, Inc. History No change 2,500 433 0.03% 0.03% 246 0 0.0% Q2 2026 Jul 24, 2026
Purkiss Capital Advisors LLC History No change 2,487 431 0.16% 0.16% 247 0 0.0% Q2 2026 Jul 30, 2026
American Institute for Advanced Investment Management, LLP History No change 2,474 429 0.25% 0.25% 248 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 2,398 416 0.0% 0.0% 249 0 0.0% Q2 2026 Jul 20, 2026
Mariner, LLC History No change 2,381 413 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
Next Capital Management LLC History No change 2,350 407 0.11% 0.11% 251 0 0.0% Q2 2026 Aug 03, 2026
Revisor Wealth Management LLC History No change 2,318 402 0.1% 0.1% 252 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 2,311 400 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 2,300 399 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Reduced 2,126 383 0.0% 0.01% 255 -4,615 -68.46% Q3 2026 Oct 08, 2026
Ascent Advisors, LLC History No change 2,174 382 0.44% 0.44% 256 0 0.0% Q2 2026 Aug 14, 2026
Parker Investment Management, LLC History No change 2,200 381 0.03% 0.03% 257 0 0.0% Q2 2026 Aug 14, 2026
WAYSTONE ADVISORS LLC History No change 2,133 370 0.28% 0.28% 258 0 0.0% Q2 2026 Jul 16, 2026
Bison Wealth, LLC History No change 1,977 355 0.03% 0.03% 259 0 0.0% Q2 2026 Jul 07, 2026
CAPITAL MANAGEMENT CORP /VA History No change 2,025 351 0.05% 0.05% 260 0 0.0% Q2 2026 Jul 29, 2026
Cooper Financial Group History Reduced 1,934 349 0.03% 0.03% 261 -446 -18.74% Q3 2026 Oct 07, 2026
WJ Financial Advisors LLC History No change 1,999 346 0.25% 0.25% 262 0 0.0% Q2 2026 Aug 13, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 1,984 344 0.24% 0.24% 263 0 0.0% Q2 2026 Jul 29, 2026
JTC Employer Solutions Trustee Ltd History No change 1,975 343 0.03% 0.03% 264 0 0.0% Q2 2026 Jul 31, 2026
CHILTON INVESTMENT CO INC. History No change 1,966 341 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 1,964 340 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 06, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 1,964 340 0.05% 0.05% 267 0 0.0% Q2 2026 Jul 23, 2026
Stillwater Private Wealth, LLC History No change 1,835 334 0.22% 0.22% 268 0 0.0% Q2 2026 Aug 13, 2026
Schrum Private Wealth Management LLC History No change 2,900 327 0.34% 0.34% 269 0 0.0% Q2 2026 Aug 10, 2026
City Center Advisors, LLC History Added to 1,811 326 0.25% 0.22% 271 +215 13.47% Q3 2026 Oct 07, 2026
CreativeOne Wealth, LLC History No change 1,881 326 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 13, 2026
CALTON & ASSOCIATES, INC. History No change 1,800 312 0.05% 0.05% 272 0 0.0% Q2 2026 Aug 10, 2026
TopTier Wealth Management, LLC History No change 1,773 307 0.19% 0.19% 273 0 0.0% Q2 2026 Jul 14, 2026
Arax Advisory Partners History No change 1,751 303 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 10, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,725 299 0.02% 0.02% 275 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 1,878 297 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Fort Sheridan Advisors LLC History No change 1,700 294 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 05, 2026
Sandy Cove Advisors, LLC History No change 1,700 294 0.07% 0.07% 278 0 0.0% Q2 2026 Jul 07, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 1,700 294 0.22% 0.22% 279 0 0.0% Q2 2026 Jul 21, 2026
MASECO LLP History No change 1,668 289 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 1,647 285 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 05, 2026
United Advisor Group, LLC History No change 1,633 283 0.03% 0.03% 282 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 1,628 282 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 22, 2026
Orion Porfolio Solutions, LLC History No change 1,616 280 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
Barry Investment Advisors, LLC History No change 1,602 277 0.06% 0.06% 285 0 0.0% Q2 2026 Jul 09, 2026
Bravias Capital Group, LLC History No change 1,584 274 0.16% 0.16% 286 0 0.0% Q2 2026 Jul 30, 2026
XTX Topco Ltd History No change 1,560 270 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 1,550 268 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 18, 2026
Wealth Preservation Advisors, LLC History No change 1,533 266 0.15% 0.15% 289 0 0.0% Q2 2026 Aug 14, 2026
GK Wealth Management LLC History Reduced 1,432 258 0.15% 0.18% 290 -508 -26.19% Q3 2026 Oct 09, 2026
Bridgewater Advisors Inc. History No change 1,506 257 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 05, 2026
LongView Wealth Management History No change 1,481 257 0.07% 0.07% 292 0 0.0% Q2 2026 Jul 17, 2026
Indivisible Partners History No change 1,480 256 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 04, 2026
OpenArc Corporate Advisory, LLC History No change 1,477 256 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 05, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 1,467 254 0.04% 0.04% 295 0 0.0% Q2 2026 Jul 22, 2026
OARSMAN CAPITAL, INC. History No change 1,450 251 0.03% 0.03% 296 0 0.0% Q2 2026 Aug 07, 2026
OBSIDIAN CIO, LLC History No change 1,425 247 0.18% 0.18% 297 0 0.0% Q2 2026 Aug 03, 2026
Mission Creek Capital Partners, Inc. History No change 1,420 246 0.04% 0.04% 298 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,400 242 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,374 241 0.01% 0.01% 300 0 0.0% Q2 2026 Jul 22, 2026