WisdomTree Trust - EES
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 733,144 | 41,737 | 0.0% | 0.0% | 1 | -28,222 | -3.71% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 720,592 | 41,023 | 0.01% | 0.01% | 2 | -10,542 | -1.44% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 580,190 | 33,030 | 0.01% | 0.01% | 3 | +28,914 | 5.24% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 546,338 | 31,103 | 0.0% | 0.0% | 4 | -14,213 | -2.54% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 463,887 | 26,409 | 0.01% | 0.01% | 5 | -4,171 | -0.89% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 376,996 | 21,462 | 0.02% | 0.02% | 6 | +10,764 | 2.94% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 284,006 | 16,168 | 2.95% | 2.85% | 7 | +8,562 | 3.11% | Q4 2025 | Feb 09, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 263,725 | 15,013 | 6.35% | 6.53% | 8 | -739 | -0.28% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Reduced | 182,618 | 10,396 | 0.06% | 0.07% | 9 | -15,060 | -7.62% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 174,318 | 9,923 | 0.0% | 0.0% | 10 | +6,503 | 3.88% | Q4 2025 | Feb 18, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 158,502 | 9,023 | 0.38% | 0.4% | 11 | -6,041 | -3.67% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 158,396 | 9,017 | 0.17% | 0.17% | 12 | +33,161 | 26.48% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 141,392 | 8,049 | 0.0% | 0.0% | 13 | +18,621 | 15.17% | Q4 2025 | Feb 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 119,390 | 6,796 | 0.57% | 0.59% | 14 | -2,895 | -2.37% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 101,675 | 5,789 | 0.0% | — | 15 | +101,675 | New | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 95,044 | 5,410 | 3.67% | — | 16 | +95,044 | New | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 79,105 | 4,503 | 0.04% | 0.04% | 17 | -160 | -0.2% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 77,682 | 4,422 | 0.0% | 0.0% | 18 | -35,739 | -31.51% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 73,194 | 4,166 | 0.02% | 0.02% | 19 | +10,967 | 17.62% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | New | 64,594 | 3,677 | 0.03% | — | 20 | +64,594 | New | Q4 2025 | Jan 26, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 61,811 | 3,518 | 0.48% | 0.49% | 21 | -650 | -1.04% | Q4 2025 | Jan 21, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 54,192 | 3,085 | 0.47% | 0.34% | 22 | +13,951 | 34.67% | Q4 2025 | Feb 11, 2026 |
| NewSquare Capital LLC | History | Added to | 53,713 | 3,057 | 0.27% | 0.18% | 23 | +4,873 | 9.98% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 51,193 | 2,914 | 0.0% | 0.0% | 24 | +45,786 | 846.79% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,133 | 2,797 | 0.0% | 0.0% | 25 | -190 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,139 | 2,626 | 0.0% | 0.0% | 26 | +36,526 | 379.96% | Q4 2025 | Mar 16, 2026 |
| Atria Investments, Inc | History | Reduced | 45,103 | 2,567 | 0.03% | 0.03% | 27 | -5,355 | -10.61% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 44,796 | 2,550 | 0.0% | 0.0% | 28 | -119 | -0.26% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,569 | 2,423 | 0.0% | 0.0% | 29 | -2,172 | -4.85% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 34,577 | 1,968 | 0.01% | 0.01% | 30 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 25,869 | 1,472 | 0.0% | 0.0% | 31 | +436 | 1.71% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 25,109 | 1,439 | 0.05% | 0.06% | 32 | +6,612 | 35.75% | Q4 2025 | Feb 13, 2026 |
| Claris Financial LLC | History | New | 24,437 | 1,391 | 0.74% | — | 33 | +24,437 | New | Q4 2025 | Feb 19, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 24,240 | 1,379 | 0.6% | 0.66% | 34 | +9 | 0.04% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 23,842 | 1,357 | 0.0% | — | 35 | +23,842 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,022 | 1,311 | 0.0% | 0.0% | 36 | +4,740 | 25.93% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 22,397 | 1,275 | 0.02% | 0.03% | 37 | -1,185 | -5.03% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,983 | 1,251 | 0.01% | 0.01% | 38 | -3,105 | -12.38% | Q4 2025 | Feb 13, 2026 |
| New Perspectives, Inc | History | Reduced | 21,928 | 1,248 | 0.43% | 0.58% | 39 | -1,438 | -6.15% | Q4 2025 | Jan 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 19,170 | 1,091 | 0.48% | 0.49% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,469 | 1,051 | 0.01% | 0.01% | 41 | +7,223 | 64.23% | Q4 2025 | Jan 29, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 18,397 | 1,047 | 0.22% | 0.21% | 42 | -45 | -0.24% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,129 | 1,032 | 0.01% | 0.01% | 43 | -674 | -3.58% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 17,762 | 1,011 | 0.08% | 0.05% | 44 | +6,373 | 55.96% | Q4 2025 | Jan 29, 2026 |
| Forefront Analytics, LLC | History | Reduced | 17,760 | 1,011 | 0.89% | 0.96% | 45 | -159 | -0.89% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 15,506 | 883 | 0.0% | 0.0% | 46 | +3,002 | 24.01% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Reduced | 15,121 | 860 | 0.03% | 0.03% | 47 | -280 | -1.82% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,029 | 855 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 14,493 | 825 | 0.04% | 0.04% | 49 | -275 | -1.86% | Q4 2025 | Jan 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 13,501 | 768 | 0.06% | — | 50 | +13,501 | New | Q4 2025 | Feb 12, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 11,862 | 675 | 0.2% | 0.21% | 51 | -783 | -6.19% | Q4 2025 | Jan 23, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 10,902 | 620 | 0.05% | 0.05% | 52 | +23 | 0.21% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,740 | 611 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 10,599 | 603 | 0.04% | 0.04% | 54 | +36 | 0.34% | Q4 2025 | Jan 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 10,100 | 574 | 0.0% | 0.0% | 55 | +5,900 | 140.48% | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | No change | 9,450 | 537 | 0.21% | 0.23% | 56 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Columbia River Financial Group, LLC | History | No change | 9,175 | 522 | 0.32% | 0.31% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Roble, Belko & Company, Inc | History | New | 9,000 | 512 | 0.07% | — | 58 | +9,000 | New | Q4 2025 | Jan 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 8,956 | 509 | 0.05% | 0.05% | 59 | -227 | -2.47% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Reduced | 8,757 | 499 | 0.0% | 0.0% | 60 | -527 | -5.68% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 8,577 | 488 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RFG Advisory, LLC | History | Added to | 8,363 | 476 | 0.01% | 0.01% | 62 | +2,445 | 41.31% | Q4 2025 | Feb 03, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 8,058 | 458 | 0.04% | 0.04% | 63 | +3,609 | 81.12% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,842 | 446 | 0.0% | 0.0% | 64 | -32 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,728 | 439 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essential Planning, LLC. | History | Reduced | 7,538 | 429 | 0.14% | 0.15% | 66 | -266 | -3.41% | Q4 2025 | Jan 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 7,321 | 416 | 0.0% | 0.0% | 67 | +500 | 7.33% | Q4 2025 | Jan 21, 2026 |
| Claro Advisors Inc. | History | Reduced | 7,049 | 401 | 0.05% | 0.07% | 68 | -1,165 | -14.18% | Q4 2025 | Feb 17, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 7,030 | 400 | 0.12% | 0.1% | 69 | -10 | -0.14% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,854 | 390 | 0.01% | 0.01% | 70 | +743 | 12.16% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,741 | 383 | 0.0% | 0.0% | 71 | -845 | -11.14% | Q4 2025 | Jan 12, 2026 |
| Empowered Funds, LLC | History | Reduced | 6,722 | 382 | 0.01% | 0.0% | 72 | -361 | -5.1% | Q4 2025 | Feb 18, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 6,666 | 379 | 0.02% | 0.02% | 73 | +206 | 3.19% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 6,262 | 374 | 0.01% | 0.01% | 74 | -1,085 | -14.77% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,523 | 371 | 0.0% | — | 75 | +6,523 | New | Q4 2025 | Jan 29, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 6,418 | 365 | 0.08% | 0.09% | 77 | -711 | -9.97% | Q4 2025 | Jan 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,419 | 365 | 0.0% | 0.0% | 76 | -227 | -3.42% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,195 | 362 | 0.0% | 0.0% | 78 | +5 | 0.08% | Q4 2025 | Jan 08, 2026 |
| FMR LLC | History | Reduced | 6,278 | 357 | 0.0% | 0.0% | 79 | -2 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,212 | 353 | 0.01% | 0.02% | 80 | +302 | 5.11% | Q4 2025 | Jan 20, 2026 |
| PSI Advisors, LLC | History | Reduced | 5,893 | 335 | 0.08% | 0.09% | 81 | -78 | -1.31% | Q4 2025 | Feb 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,826 | 331 | 0.09% | 0.07% | 82 | +25 | 0.43% | Q4 2025 | Jan 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 5,702 | 324 | 0.13% | 1.11% | 83 | -64,305 | -91.86% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,668 | 322 | 0.0% | — | 84 | +5,668 | New | Q4 2025 | Feb 18, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 5,417 | 308 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 5,400 | 307 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 5,239 | 298 | 0.18% | 0.18% | 87 | +17 | 0.33% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,210 | 296 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,195 | 295 | 0.0% | 0.0% | 89 | +18 | 0.35% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,128 | 291 | 0.0% | 0.0% | 90 | -5,543 | -51.94% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,064 | 288 | 0.01% | 0.01% | 91 | -298 | -5.56% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | No change | 4,963 | 282 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 4,744 | 270 | 0.1% | 0.11% | 93 | -111 | -2.29% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,498 | 256 | 0.0% | 0.0% | 94 | -300 | -6.25% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,349 | 248 | 0.0% | 0.0% | 95 | -461 | -9.58% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,290 | 244 | 0.03% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 4,222 | 240 | 0.0% | 0.0% | 97 | +447 | 11.84% | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | No change | 4,200 | 239 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Laurel Wealth Advisors LLC | History | New | 4,180 | 237 | 0.03% | — | 99 | +4,180 | New | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,046 | 230 | 0.0% | 0.0% | 100 | +966 | 31.36% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,945 | 224 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 3,916 | 223 | 0.02% | 0.02% | 102 | -240 | -5.77% | Q4 2025 | Jan 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,900 | 222 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,887 | 221 | 0.04% | — | 104 | +3,887 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,871 | 220 | 0.0% | 0.01% | 105 | -91,146 | -95.93% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,807 | 216 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,755 | 213 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,550 | 202 | 0.0% | — | 108 | +3,550 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,417 | 194 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 3,162 | 180 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 2,974 | 169 | 0.0% | 0.0% | 111 | +364 | 13.95% | Q4 2025 | Jan 26, 2026 |
| Team Financial Group, LLC | History | Added to | 2,740 | 155 | 0.07% | 0.07% | 112 | +9 | 0.33% | Q4 2025 | Jan 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,708 | 154 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,377 | 135 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,143 | 122 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 1,969 | 112 | 0.0% | 0.0% | 116 | -888 | -31.08% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | New | 1,900 | 108 | 0.0% | — | 117 | +1,900 | New | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | No change | 1,840 | 104 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,813 | 103 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,605 | 91 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,507 | 85 | 0.03% | 0.03% | 121 | +1 | 0.07% | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,355 | 77 | 0.04% | — | 123 | +1,355 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,366 | 77 | 0.0% | 0.0% | 122 | +91 | 7.14% | Q4 2025 | Feb 17, 2026 |
| Financial Connections Group, Inc. | History | No change | 1,350 | 76 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,200 | 68 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,032 | 58 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 900 | 51 | 0.0% | 0.0% | 127 | -500 | -35.71% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 882 | 50 | 0.0% | — | 128 | +882 | New | Q4 2025 | Feb 13, 2026 |
| Horizons Wealth Management | History | No change | 832 | 47 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | No change | 751 | 42 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | No change | 624 | 35 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 567 | 32 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 538 | 30 | 0.0% | 0.0% | 133 | +1 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 513 | 29 | 0.0% | — | 134 | +513 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 475 | 25 | 0.0% | — | 135 | +475 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 410 | 23 | 0.0% | — | 136 | +410 | New | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 375 | 21 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ankerstar Wealth, LLC | History | New | 264 | 15 | 0.01% | — | 138 | +264 | New | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 249 | 14 | 0.0% | — | 139 | +249 | New | Q4 2025 | Feb 05, 2026 |
| Quattro Advisors LLC | History | New | 238 | 13 | 0.01% | — | 140 | +238 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 225 | 12 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 199 | 11 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Johnson Financial Group, Inc. | History | No change | 160 | 9 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 153 | 8 | 0.01% | — | 145 | +153 | New | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Added to | 133 | 8 | 0.0% | 0.0% | 144 | +3 | 2.31% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 133 | 7 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 106 | 6 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Ancora Advisors LLC | History | No change | 95 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 100 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | Reduced | 84 | 4 | 0.0% | 0.0% | 151 | -82 | -49.4% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 73 | 4 | 0.0% | — | 150 | +73 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 61 | 3 | 0.0% | — | 152 | +61 | New | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 63 | 3 | 0.0% | 0.0% | 153 | +1 | 1.61% | Q4 2025 | Jan 29, 2026 |
| Nova Wealth Management, Inc. | History | No change | 53 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBT BANK N A /NY | History | New | 57 | 2 | 0.0% | — | 155 | +57 | New | Q4 2025 | Jan 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 52 | 2 | 0.0% | 0.0% | 156 | -21 | -28.77% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Operose Advisors LLC | History | New | 27 | 1 | 0.0% | — | 158 | +27 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -17,832 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -15,278 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,314 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -739 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 15 | 0 | — | 0.0% | — | -4 | -21.05% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Luminist Capital LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |