WisdomTree Trust - EES
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 743,249 | 50,384 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 705,777 | 47,844 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 595,597 | 40,375 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 492,642 | 33,396 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 445,820 | 30,225 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 346,942 | 23,519 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 340,257 | 21,378 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 293,975 | 19,928 | 3.26% | 3.26% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 147,585 | 10,004 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 144,722 | 9,810 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 138,763 | 9,406 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Linscomb Wealth, Inc. | History | No change | 132,932 | 9,011 | 0.39% | 0.39% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 132,675 | 8,994 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 107,319 | 7,275 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shore Point Advisors, LLC | History | No change | 93,890 | 6,364 | 2.18% | 2.18% | 15 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 93,282 | 6,323 | 3.82% | 3.82% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waverly Advisors, LLC | History | No change | 78,844 | 5,344 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 76,582 | 5,191 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 74,292 | 5,036 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 65,656 | 4,450 | 0.33% | 0.33% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 65,232 | 4,422 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 61,043 | 4,138 | 0.48% | 0.48% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewSquare Capital LLC | History | No change | 57,355 | 3,888 | 0.29% | 0.29% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 50,093 | 3,395 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 49,359 | 3,335 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 47,989 | 3,253 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 47,249 | 3,203 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 44,589 | 3,022 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 39,324 | 2,665 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 32,589 | 2,209 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28,163 | 1,903 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 27,111 | 1,837 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 25,857 | 1,752 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 24,255 | 1,644 | 0.65% | 0.65% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 23,378 | 1,585 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 21,887 | 1,483 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,831 | 1,412 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Perspectives, Inc | History | No change | 20,533 | 1,391 | 0.43% | 0.43% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,207 | 1,369 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 19,178 | 1,300 | 0.48% | 0.48% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 18,397 | 1,247 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,892 | 1,212 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 16,774 | 1,137 | 1.02% | 1.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | No change | 16,761 | 1,136 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 16,666 | 1,076 | 0.03% | 0.03% | 45 | -231 | -1.37% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 15,186 | 1,029 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,029 | 1,018 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 14,536 | 985 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 13,542 | 874 | 0.06% | 0.06% | 49 | -322 | -2.32% | Q3 2026 | Oct 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 12,575 | 852 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,489 | 846 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 11,463 | 777 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,819 | 733 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxler Private Wealth LLC | History | No change | 10,825 | 733 | 0.21% | 0.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,740 | 728 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 10,572 | 716 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 10,500 | 711 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia River Financial Group, LLC | History | No change | 9,448 | 640 | 0.34% | 0.34% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,421 | 638 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S.A. Mason LLC | History | No change | 9,450 | 610 | 0.18% | 0.2% | 60 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| RFG Advisory, LLC | History | No change | 8,550 | 579 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 8,461 | 573 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 8,119 | 550 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,997 | 542 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,963 | 539 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group LLC | History | No change | 7,687 | 521 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 7,646 | 518 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Planning, LLC. | History | No change | 7,540 | 511 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,487 | 501 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Claro Advisors Inc. | History | No change | 7,066 | 478 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Freedom Investment Management, Inc. | History | No change | 7,009 | 475 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forefront Analytics, LLC | History | No change | 7,020 | 475 | 0.52% | 0.52% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 6,728 | 456 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,475 | 438 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 6,447 | 437 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,419 | 435 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dala Group, LLC | History | No change | 6,255 | 424 | 0.35% | 0.35% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,215 | 421 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,121 | 414 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 5,811 | 393 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PSI Advisors, LLC | History | No change | 5,743 | 389 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,681 | 385 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 5,273 | 357 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,200 | 352 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,069 | 343 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 4,946 | 335 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 4,820 | 326 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,768 | 323 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 4,671 | 316 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,811 | 314 | 0.0% | 0.0% | 90 | +4 | 0.08% | Q3 2026 | Oct 13, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 4,604 | 312 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 4,556 | 308 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,319 | 292 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,290 | 290 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essex Bank | History | No change | 4,200 | 284 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,064 | 275 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,945 | 267 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 3,931 | 266 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,859 | 261 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Berger Financial Group, Inc | History | No change | 3,835 | 259 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 3,807 | 258 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,755 | 254 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,760 | 254 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 3,738 | 253 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,621 | 245 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,537 | 239 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,498 | 237 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,467 | 235 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESBANCO BANK INC | History | No change | 3,425 | 232 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peak Financial Management, Inc. | History | No change | 3,400 | 230 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,382 | 229 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,336 | 226 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,270 | 221 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,270 | 221 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 3,261 | 221 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 3,252 | 220 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 3,228 | 218 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Dedication, LLC | History | No change | 3,162 | 214 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | No change | 3,162 | 214 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,022 | 204 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 3,008 | 203 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,902 | 196 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 2,782 | 188 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Trust, Inc. | History | No change | 2,708 | 183 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,642 | 179 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,443 | 164 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,143 | 145 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,202 | 142 | 0.0% | 0.0% | 128 | -54 | -2.39% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,912 | 129 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,900 | 128 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,867 | 127 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,813 | 122 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Register Financial Advisors LLC | History | No change | 1,649 | 111 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 1,569 | 106 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,358 | 92 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,333 | 90 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 1,230 | 83 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,200 | 81 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,032 | 69 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 957 | 64 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 900 | 61 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 864 | 58 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Horizons Wealth Management | History | New | 832 | 53 | 0.03% | — | 143 | +832 | New | Q3 2026 | Oct 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 745 | 50 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 664 | 45 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 410 | 27 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 375 | 25 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 365 | 24 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | No change | 282 | 19 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ankerstar Wealth, LLC | History | No change | 264 | 17 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 259 | 17 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 249 | 16 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 199 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 179 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 160 | 10 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 153 | 10 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 137 | 9 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 89 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 100 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 106 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 73 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 53 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NBT BANK, N.A. | History | No change | 36 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EPG Wealth Management LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Operose Advisors LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,900 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Luminist Capital LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |