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 | Added to | 735,205 | 42,677 | 0.0% | 0.0% | 1 | +2,061 | 0.28% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 715,763 | 41,549 | 0.01% | 0.01% | 2 | -4,829 | -0.67% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 594,789 | 34,526 | 0.01% | 0.01% | 3 | +14,599 | 2.52% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 526,995 | 30,591 | 0.0% | 0.0% | 4 | -19,343 | -3.54% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 452,810 | 26,288 | 0.01% | 0.01% | 5 | -11,077 | -2.39% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 361,609 | 20,990 | 0.02% | 0.02% | 6 | -15,387 | -4.08% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 288,039 | 16,720 | 2.98% | 2.95% | 7 | +4,033 | 1.42% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 204,225 | 11,854 | 0.0% | 0.0% | 8 | +29,907 | 17.16% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 173,284 | 10,058 | 0.05% | 0.06% | 9 | -9,334 | -5.11% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 156,634 | 9,092 | 0.15% | 0.17% | 10 | -1,762 | -1.11% | Q1 2026 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 145,477 | 8,444 | 0.0% | 0.0% | 11 | +4,085 | 2.89% | Q1 2026 | May 11, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 138,348 | 8,030 | 0.36% | 0.38% | 12 | -20,154 | -12.72% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 129,174 | 7,499 | 0.0% | 0.0% | 13 | +27,499 | 27.05% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 124,150 | 7,206 | 0.01% | 0.0% | 14 | +72,957 | 142.51% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 114,870 | 6,668 | 0.56% | 0.57% | 15 | -4,520 | -3.79% | Q1 2026 | Apr 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 94,730 | 5,498 | 3.38% | 3.67% | 16 | -314 | -0.33% | Q1 2026 | May 05, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 94,288 | 5,473 | 2.16% | 6.35% | 17 | -169,437 | -64.25% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 79,828 | 4,633 | 0.02% | 0.02% | 18 | +6,634 | 9.06% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Reduced | 78,904 | 4,580 | 0.03% | 0.04% | 19 | -201 | -0.25% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 78,495 | 4,556 | 0.0% | 0.0% | 20 | +813 | 1.05% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 75,635 | 4,390 | 0.03% | 0.03% | 21 | +11,041 | 17.09% | Q1 2026 | Apr 15, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 61,709 | 3,582 | 0.46% | 0.48% | 22 | -102 | -0.17% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Added to | 56,017 | 3,251 | 0.28% | 0.27% | 23 | +2,304 | 4.29% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 48,798 | 2,781 | 0.0% | 0.0% | 24 | +4,002 | 8.93% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,148 | 2,736 | 0.0% | 0.0% | 25 | +42,020 | 819.42% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,878 | 2,721 | 0.0% | 0.0% | 26 | +739 | 1.6% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 45,999 | 2,670 | 0.0% | 0.0% | 27 | -3,134 | -6.38% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 44,195 | 2,565 | 0.03% | 0.03% | 28 | -908 | -2.01% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,422 | 2,404 | 0.0% | 0.0% | 29 | -1,147 | -2.69% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 34,578 | 2,008 | 0.01% | 0.01% | 30 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 28,163 | 1,605 | 0.06% | 0.05% | 31 | +3,054 | 12.16% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 26,080 | 1,513 | 0.0% | 0.0% | 32 | +211 | 0.82% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,264 | 1,409 | 0.0% | 0.0% | 33 | +1,242 | 5.39% | Q1 2026 | Apr 30, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 24,245 | 1,407 | 0.65% | 0.6% | 34 | +5 | 0.02% | Q1 2026 | May 04, 2026 |
| Claris Financial LLC | History | Reduced | 24,219 | 1,405 | 0.77% | 0.74% | 35 | -218 | -0.89% | Q1 2026 | May 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,328 | 1,296 | 0.0% | 0.01% | 36 | +345 | 1.57% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 22,397 | 1,275 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 20,897 | 1,213 | 0.09% | 0.08% | 38 | +3,135 | 17.65% | Q1 2026 | Apr 14, 2026 |
| New Perspectives, Inc | History | Reduced | 20,913 | 1,213 | 0.42% | 0.43% | 39 | -1,015 | -4.63% | Q1 2026 | Apr 21, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 19,183 | 1,113 | 0.47% | 0.48% | 40 | +13 | 0.07% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 18,500 | 1,073 | 0.0% | 0.0% | 41 | +8,400 | 83.17% | Q1 2026 | May 15, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 18,397 | 1,067 | 0.21% | 0.22% | 42 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,041 | 1,047 | 0.01% | 0.01% | 43 | -88 | -0.49% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 16,896 | 980 | 0.03% | — | 44 | +16,896 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 15,507 | 900 | 0.0% | 0.0% | 45 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 15,186 | 881 | 0.0% | 0.0% | 46 | +14,304 | 1621.77% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,051 | 873 | 0.0% | 0.0% | 47 | +22 | 0.15% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,796 | 858 | 0.03% | 0.03% | 48 | -325 | -2.15% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,578 | 846 | 0.0% | 0.0% | 49 | -9,264 | -38.86% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 13,974 | 811 | 0.06% | 0.06% | 50 | +473 | 3.5% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,374 | 776 | 0.03% | 0.04% | 51 | -1,119 | -7.72% | Q1 2026 | Apr 28, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 11,388 | 661 | 0.21% | 0.2% | 52 | -474 | -4.0% | Q1 2026 | Apr 28, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 10,915 | 633 | 0.06% | 0.05% | 53 | +13 | 0.12% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,825 | 628 | 0.01% | 0.01% | 54 | +3,971 | 57.94% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,740 | 623 | 0.0% | — | 55 | +10,740 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,740 | 611 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,446 | 606 | 0.0% | — | 57 | +10,446 | New | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 10,211 | 592 | 0.02% | — | 58 | +10,211 | New | Q1 2026 | May 14, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 9,571 | 555 | 0.32% | 0.32% | 59 | +396 | 4.32% | Q1 2026 | May 12, 2026 |
| S.A. Mason LLC | History | No change | 9,450 | 548 | 0.21% | 0.21% | 60 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 8,498 | 493 | 0.01% | 0.01% | 61 | +135 | 1.61% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,461 | 491 | 0.0% | 0.0% | 62 | -116 | -1.35% | Q1 2026 | May 14, 2026 |
| Forefront Analytics, LLC | History | Reduced | 8,232 | 477 | 0.43% | 0.89% | 63 | -9,528 | -53.65% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 8,116 | 471 | 0.0% | 0.0% | 64 | -641 | -7.32% | Q1 2026 | May 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 8,106 | 470 | 0.03% | 0.04% | 65 | -2,493 | -23.52% | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | Reduced | 7,743 | 449 | 0.04% | 0.05% | 66 | -1,213 | -13.54% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,728 | 448 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essential Planning, LLC. | History | No change | 7,538 | 437 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Modera Wealth Management, LLC | History | No change | 7,321 | 424 | 0.01% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Claro Advisors Inc. | History | Added to | 7,054 | 409 | 0.05% | 0.05% | 70 | +5 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,271 | 394 | 0.01% | 0.01% | 71 | +9 | 0.14% | Q1 2026 | May 04, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 6,749 | 391 | 0.08% | 0.08% | 72 | +331 | 5.16% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,720 | 390 | 0.0% | 0.0% | 73 | +3,170 | 89.3% | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 6,652 | 386 | 0.11% | 0.12% | 74 | -378 | -5.38% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 6,530 | 379 | 0.0% | 0.0% | 75 | +252 | 4.01% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 6,666 | 379 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,528 | 378 | 0.0% | 0.0% | 77 | +5 | 0.08% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,419 | 372 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,213 | 360 | 0.01% | 0.01% | 79 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,146 | 356 | 0.0% | 0.0% | 80 | -595 | -8.83% | Q1 2026 | Apr 15, 2026 |
| PSI Advisors, LLC | History | No change | 5,893 | 342 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 5,811 | 337 | 0.09% | 0.09% | 82 | -15 | -0.26% | Q1 2026 | May 06, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 5,641 | 327 | 0.13% | 0.13% | 83 | -61 | -1.07% | Q1 2026 | Apr 23, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 4,870 | 312 | 0.03% | 0.03% | 84 | +690 | 16.51% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 5,339 | 309 | 0.01% | — | 85 | +5,339 | New | Q1 2026 | May 19, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 5,250 | 304 | 0.02% | 0.18% | 86 | +11 | 0.21% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,205 | 302 | 0.0% | 0.0% | 87 | +10 | 0.19% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,210 | 302 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,146 | 298 | 0.06% | 0.47% | 89 | -49,046 | -90.5% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,066 | 294 | 0.01% | 0.01% | 90 | +2 | 0.04% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,781 | 280 | 0.0% | 0.0% | 91 | -1,414 | -22.82% | Q1 2026 | Apr 08, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 4,753 | 275 | 0.11% | 0.1% | 92 | +9 | 0.19% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,654 | 270 | 0.0% | 0.0% | 93 | -3,188 | -40.65% | Q1 2026 | May 04, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 4,592 | 266 | 0.05% | 0.05% | 94 | -825 | -15.23% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | New | 4,380 | 254 | 0.0% | — | 95 | +4,380 | New | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,290 | 249 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essex Bank | History | No change | 4,200 | 243 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,158 | 236 | 0.0% | 0.0% | 99 | -340 | -7.56% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,064 | 236 | 0.0% | 0.0% | 98 | -285 | -6.55% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,945 | 229 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 3,931 | 228 | 0.02% | 0.02% | 101 | +15 | 0.38% | Q1 2026 | Apr 02, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 3,900 | 226 | 0.15% | 0.2% | 103 | -1,500 | -27.78% | Q1 2026 | May 18, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,900 | 226 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 3,888 | 225 | 0.03% | 0.04% | 104 | -4,170 | -51.75% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,876 | 224 | 0.0% | 0.0% | 105 | +5 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,835 | 222 | 0.01% | 0.02% | 106 | -1,128 | -22.73% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,807 | 220 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,755 | 217 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,572 | 207 | 0.0% | — | 109 | +3,572 | New | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 3,542 | 205 | 0.0% | 0.0% | 110 | -680 | -16.11% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 3,537 | 205 | 0.03% | 0.04% | 111 | -350 | -9.0% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,498 | 203 | 0.02% | — | 112 | +3,498 | New | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,417 | 198 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,285 | 190 | 0.0% | 0.0% | 114 | -761 | -18.81% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 3,162 | 183 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Team Financial Group, LLC | History | Added to | 2,745 | 159 | 0.07% | 0.07% | 116 | +5 | 0.18% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 2,708 | 157 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,642 | 153 | 0.0% | 0.0% | 118 | +1,037 | 64.61% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,350 | 136 | 0.0% | 0.0% | 119 | -27 | -1.14% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,274 | 132 | 0.0% | 0.0% | 120 | -700 | -23.54% | Q1 2026 | May 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,143 | 124 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,946 | 112 | 0.0% | — | 123 | +1,946 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,969 | 112 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,900 | 110 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | No change | 1,840 | 106 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,813 | 105 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,737 | 101 | 0.0% | — | 127 | +1,737 | New | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,665 | 95 | 0.0% | 0.0% | 128 | +299 | 21.89% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,648 | 95 | 0.04% | 0.03% | 129 | +141 | 9.36% | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,356 | 78 | 0.04% | 0.04% | 131 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| Financial Connections Group, Inc. | History | No change | 1,350 | 78 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | New | 1,333 | 77 | 0.0% | — | 132 | +1,333 | New | Q1 2026 | May 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,200 | 69 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,032 | 59 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 900 | 52 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 864 | 50 | 0.0% | 0.0% | 136 | +113 | 15.05% | Q1 2026 | May 06, 2026 |
| Horizons Wealth Management | History | No change | 832 | 48 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 615 | 35 | 0.0% | 0.0% | 138 | -9 | -1.44% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 563 | 32 | 0.0% | 0.0% | 139 | +50 | 9.75% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | No change | 567 | 32 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 539 | 31 | 0.0% | 0.0% | 141 | +1 | 0.19% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 410 | 23 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 365 | 21 | 0.01% | 0.01% | 144 | -200 | -35.4% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | No change | 375 | 21 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 282 | 16 | 0.0% | — | 145 | +282 | New | Q1 2026 | Apr 28, 2026 |
| PlanVest Financial, Inc | History | New | 258 | 15 | 0.01% | — | 147 | +258 | New | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 264 | 15 | 0.02% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 250 | 14 | 0.0% | — | 149 | +250 | New | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 249 | 14 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Addison Advisors LLC | History | No change | 225 | 13 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 190 | 11 | 0.01% | 0.0% | 152 | +57 | 42.86% | Q1 2026 | May 05, 2026 |
| Cheviot Value Management, LLC | History | No change | 199 | 11 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 173 | 10 | 0.0% | 0.0% | 153 | +40 | 30.08% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 160 | 9 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 153 | 8 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 106 | 6 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | No change | 95 | 5 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 100 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 73 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 62 | 3 | 0.0% | 0.0% | 161 | -1 | -1.59% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 53 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | Reduced | 36 | 2 | 0.0% | 0.0% | 163 | -21 | -36.84% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18 | 1 | 0.0% | — | 164 | +3 | 20.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,469 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -9,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,722 | -100.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,668 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q1 2026 | May 13, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -238 | -100.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |