WisdomTree Trust - EPI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,390,302 | 145,037 | 0.98% | 0.98% | 1 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,000,000 | 128,340 | 0.57% | 0.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,594,647 | 110,999 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,183,780 | 50,642 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,020,179 | 43,643 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 987,040 | 42,225 | 1.73% | 1.73% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 837,066 | 35,684 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 662,028 | 28,321 | 0.33% | 0.33% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 617,149 | 26,401 | 0.5% | 0.5% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 617,149 | 26,401 | 0.44% | 0.44% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 515,232 | 22,038 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 488,142 | 20,882 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 478,623 | 20,475 | 0.32% | 0.32% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 440,755 | 18,855 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 434,094 | 18,570 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 428,576 | 17,455 | 0.46% | 0.51% | 16 | -2,294 | -0.53% | Q3 2026 | Oct 07, 2026 |
| Trajan Wealth LLC | History | No change | 398,476 | 17,046 | 0.64% | 0.64% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 394,331 | 16,869 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 376,503 | 16,106 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 359,921 | 15,397 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 355,159 | 15,193 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 342,373 | 14,646 | 1.81% | 1.81% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 334,978 | 14,330 | 7.9% | 7.9% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 283,603 | 12,132 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 269,323 | 11,521 | 0.26% | 0.26% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 259,989 | 11,124 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 242,315 | 10,366 | 0.4% | 0.4% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Randolph Co Inc | History | No change | 219,252 | 9,379 | 0.79% | 0.79% | 28 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 218,975 | 9,367 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 213,103 | 9,116 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Planning LLC | History | No change | 152,372 | 6,518 | 2.88% | 2.88% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Circle Wealth Management, LLC | History | No change | 151,599 | 6,485 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | No change | 151,469 | 6,479 | 0.25% | 0.25% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | No change | 147,624 | 6,315 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 151,803 | 6,182 | 4.26% | 4.1% | 35 | +7,602 | 5.27% | Q3 2026 | Oct 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 131,400 | 5,621 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 124,267 | 5,316 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 118,316 | 5,061 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 108,196 | 4,628 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 107,191 | 4,585 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 97,012 | 4,150 | 0.52% | 0.52% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | No change | 93,411 | 3,996 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 91,559 | 3,916 | 0.79% | 0.79% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 91,482 | 3,913 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 65,995 | 2,823 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 66,000 | 2,823 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 65,613 | 2,806 | 2.15% | 2.15% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 63,131 | 2,701 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 58,856 | 2,517 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 58,075 | 2,484 | 0.23% | 0.23% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 54,660 | 2,338 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 52,881 | 2,262 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 50,543 | 2,162 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharper & Granite LLC | History | No change | 50,259 | 2,150 | 0.67% | 0.67% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 49,640 | 2,123 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 48,367 | 2,069 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 47,343 | 2,025 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 46,361 | 1,983 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 44,886 | 1,920 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 44,102 | 1,892 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Narus Financial Partners, LLC | History | No change | 43,958 | 1,880 | 0.48% | 0.48% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 42,684 | 1,826 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 42,519 | 1,818 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 39,591 | 1,654 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 37,360 | 1,598 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 36,564 | 1,564 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trivium Point Advisory, LLC | History | No change | 35,409 | 1,514 | 0.14% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 18,862 | 1,422 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 33,076 | 1,414 | 0.98% | 0.98% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 32,235 | 1,370 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cohen Klingenstein LLC | History | No change | 32,000 | 1,368 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,529 | 1,263 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 27,553 | 1,178 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 26,967 | 1,153 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 26,623 | 1,138 | 0.76% | 0.76% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 26,351 | 1,127 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oxinas Partners, LLC | History | No change | 26,288 | 1,124 | 0.44% | 0.44% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lynx Investment Advisory | History | No change | 25,886 | 1,107 | 0.36% | 0.36% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 25,857 | 1,106 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 25,841 | 1,105 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 25,450 | 1,088 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 24,645 | 1,054 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 24,528 | 1,049 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 24,229 | 1,036 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 24,220 | 1,036 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Western Wealth Management, LLC | History | No change | 24,141 | 1,032 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 24,014 | 1,027 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Viewpoint Capital Management LLC | History | No change | 23,972 | 1,025 | 0.52% | 0.52% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23,977 | 1,022 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 23,442 | 954 | 0.16% | 0.19% | 90 | -2,740 | -10.47% | Q3 2026 | Oct 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 22,000 | 941 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caprock Group, LLC | History | No change | 21,376 | 914 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 21,342 | 913 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity Asset Management, Inc. | History | No change | 21,204 | 907 | 0.34% | 0.34% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,438 | 874 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,794 | 804 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 18,452 | 789 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 18,106 | 777 | 0.6% | 0.6% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,777 | 761 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 17,795 | 761 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 17,794 | 761 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 15,933 | 681 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 15,358 | 657 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 14,882 | 636 | 0.35% | 0.35% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 14,134 | 604 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowa Financial Group, Inc. | History | No change | 13,748 | 588 | 0.27% | 0.27% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,702 | 586 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 13,700 | 586 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,711 | 586 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 13,375 | 572 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,211 | 565 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 13,090 | 559 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 12,774 | 546 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 13,070 | 532 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 12,588 | 512 | 0.09% | 0.1% | 115 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 12,550 | 511 | 0.12% | 0.13% | 116 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 11,543 | 493 | 0.32% | 0.32% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 11,299 | 483 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Congress Park Capital LLC | History | Added to | 11,815 | 481 | 0.13% | 0.12% | 119 | +1,075 | 10.01% | Q3 2026 | Oct 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 11,214 | 479 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 10,778 | 461 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 10,316 | 450 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,433 | 446 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 10,381 | 444 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,714 | 423 | 0.0% | 0.0% | 125 | -655 | -5.76% | Q3 2026 | Oct 13, 2026 |
| PKS Advisory Services, LLC | History | No change | 9,790 | 418 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 9,608 | 411 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,310 | 398 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,233 | 394 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 9,150 | 391 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 9,093 | 388 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 9,052 | 387 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DF DENT & CO INC | History | No change | 9,000 | 385 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 8,950 | 382 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 8,882 | 379 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,796 | 376 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,754 | 374 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,750 | 374 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Peak Financial Management, Inc. | History | No change | 8,648 | 369 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversified Trust Co | History | No change | 8,560 | 366 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,112 | 347 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 8,104 | 346 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cosner Financial Group, LLC | History | No change | 7,994 | 341 | 0.18% | 0.18% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,917 | 338 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,831 | 335 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 7,981 | 325 | 0.01% | 0.01% | 146 | +52 | 0.66% | Q3 2026 | Oct 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,300 | 312 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 7,295 | 312 | 0.16% | 0.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,283 | 311 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 7,258 | 310 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,557 | 307 | 0.01% | 0.01% | 151 | -2,492 | -24.8% | Q3 2026 | Oct 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,134 | 305 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,110 | 304 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 7,098 | 303 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,927 | 296 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Procyon Advisors, LLC | History | No change | 6,864 | 293 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quadrature Capital Ltd | History | No change | 6,816 | 291 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 6,793 | 290 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,633 | 283 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 6,313 | 270 | 0.21% | 0.21% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | No change | 6,275 | 269 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,566 | 267 | 0.0% | 0.0% | 162 | +121 | 1.88% | Q3 2026 | Oct 08, 2026 |
| Lido Advisors, LLC | History | No change | 6,199 | 265 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 6,147 | 262 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLC Capital Advisors | History | No change | 5,939 | 254 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,897 | 252 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 5,862 | 250 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 5,817 | 248 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 5,764 | 246 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,642 | 241 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | No change | 5,570 | 238 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 5,452 | 233 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LM Advisors LLC | History | No change | 5,454 | 233 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PlanVest Financial, Inc | History | No change | 5,415 | 231 | 0.15% | 0.15% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 5,650 | 230 | 0.04% | 0.04% | 175 | -200 | -3.42% | Q3 2026 | Oct 13, 2026 |
| Envision Financial Transparency, LLC | History | No change | 4,555 | 229 | 0.2% | 0.2% | 176 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Sava Infond d.o.o. | History | No change | 5,000 | 213 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ASSETMARK, INC | History | No change | 4,947 | 211 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 4,916 | 210 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 4,923 | 210 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E&G Advisors, LLC | History | Reduced | 5,140 | 209 | 0.04% | 0.04% | 181 | -15 | -0.29% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,853 | 207 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marex Group Ltd | History | No change | 4,800 | 205 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 4,749 | 203 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 4,580 | 195 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 4,443 | 190 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,100 | 175 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,094 | 166 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,282 | 140 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Osbon Capital Management LLC | History | No change | 3,047 | 130 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,150 | 128 | 0.01% | 0.01% | 191 | +600 | 23.53% | Q3 2026 | Oct 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 3,000 | 128 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,974 | 127 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,709 | 115 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stone House Investment Management, LLC | History | No change | 2,364 | 101 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,343 | 100 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,119 | 91 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,677 | 71 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,500 | 64 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,456 | 62 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,424 | 60 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,358 | 58 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,224 | 52 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,130 | 48 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,120 | 47 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 996 | 42 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 34 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 800 | 34 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 755 | 32 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 674 | 28 | 0.2% | 0.2% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | No change | 621 | 26 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SRH ADVISORS, LLC | History | No change | 565 | 24 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 550 | 23 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOP Private Wealth LLC. | History | No change | 548 | 23 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 500 | 21 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 502 | 20 | 0.0% | 0.0% | 217 | +57 | 12.81% | Q3 2026 | Oct 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 448 | 19 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 445 | 18 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 392 | 16 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 327 | 14 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 320 | 13 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 212 | 9 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Investments, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 200 | 8 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 178 | 7 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 178 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 186 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 150 | 6 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 148 | 6 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunrise Financial Services, LLC | History | No change | 149 | 6 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 84 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walsh & Associates, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 85 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingdom Financial Group LLC. | History | No change | 73 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 52 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| POM Investment Strategies, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allied Private Wealth LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NBT BANK, N.A. | History | No change | 31 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Basepoint Wealth LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Biltmore Family Office, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |