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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 3,480,035 | 141,985 | 1.56% | 1.7% | 1 | +301,826 | 9.5% | Q1 2026 | Apr 29, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,000,000 | 122,400 | 0.74% | 0.9% | 2 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 2,883,045 | 117,628 | 0.01% | 0.01% | 3 | -324,412 | -10.11% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,371,038 | 55,938 | 0.01% | 0.02% | 4 | -469,122 | -25.49% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,160,366 | 45,938 | 0.0% | 0.0% | 5 | +62,950 | 5.74% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,049,136 | 42,804 | 0.0% | 0.0% | 6 | -404,969 | -27.85% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 987,040 | 40,271 | 2.64% | 2.98% | 7 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 886,809 | 36,181 | 0.57% | 0.56% | 8 | +360,950 | 68.64% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 594,399 | 24,251 | 0.33% | 0.46% | 9 | -91,763 | -13.37% | Q1 2026 | Apr 08, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 587,752 | 23,980 | 0.52% | 0.49% | 10 | +147,183 | 33.41% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 587,752 | 23,980 | 0.45% | 0.42% | 11 | +147,183 | 33.41% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Added to | 561,344 | 22,902 | 0.01% | 0.0% | 12 | +250,657 | 80.68% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 489,592 | 22,663 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 488,142 | 19,916 | 0.03% | — | 14 | +488,142 | New | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 426,639 | 17,406 | 0.58% | 0.68% | 15 | -25,142 | -5.57% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 401,130 | 16,366 | 0.0% | 0.01% | 16 | -361,069 | -47.37% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 383,440 | 15,644 | 0.06% | 0.07% | 17 | -6,494 | -1.67% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 381,804 | 15,577 | 0.0% | 0.01% | 18 | -62,625 | -14.09% | Q1 2026 | May 14, 2026 |
| Trajan Wealth LLC | History | Added to | 374,884 | 15,295 | 0.62% | 0.68% | 19 | +23,676 | 6.74% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 356,669 | 14,552 | 0.01% | 0.0% | 20 | +160,839 | 82.13% | Q1 2026 | May 11, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 342,373 | 13,968 | 2.76% | 3.11% | 21 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 337,490 | 13,769 | 0.0% | 0.0% | 22 | +3,571 | 1.07% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 335,498 | 13,688 | 0.0% | 0.0% | 23 | -69,234 | -17.11% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 306,857 | 12,528 | 0.0% | 0.0% | 24 | -52,871 | -14.7% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 297,517 | 12,138 | 0.0% | 0.0% | 25 | -18,897 | -5.97% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 289,026 | 11,792 | 0.32% | 0.38% | 26 | -31,095 | -9.71% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 279,752 | 11,413 | 0.0% | 0.0% | 27 | +120,323 | 75.47% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 266,922 | 10,891 | 0.0% | 0.0% | 28 | +105,506 | 65.36% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 237,496 | 9,689 | 0.41% | 0.44% | 29 | +18,500 | 8.45% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 231,456 | 9,443 | 0.01% | 0.01% | 30 | -132,695 | -36.44% | Q1 2026 | May 07, 2026 |
| Randolph Co Inc | History | Added to | 219,346 | 8,949 | 0.85% | 0.97% | 31 | +165 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 215,141 | 8,777 | 0.04% | 0.09% | 32 | -213,373 | -49.79% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 207,881 | 8,481 | 1.16% | 1.35% | 33 | -2,804 | -1.33% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 186,612 | 7,613 | 0.01% | 0.01% | 34 | +5,864 | 3.24% | Q1 2026 | Apr 27, 2026 |
| New Vernon Capital Holdings II LLC | History | Reduced | 177,278 | 7,232 | 5.33% | 6.65% | 35 | -125,597 | -41.47% | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 159,876 | 6,522 | 1.44% | 1.57% | 36 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stelac Advisory Services LLC | History | New | 159,540 | 6,509 | 1.32% | — | 37 | +159,540 | New | Q1 2026 | May 08, 2026 |
| Circle Wealth Management, LLC | History | Added to | 155,539 | 6,345 | 0.09% | 0.1% | 38 | +11,836 | 8.24% | Q1 2026 | May 11, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 155,346 | 6,338 | 9.99% | 7.46% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 152,267 | 6,212 | 3.28% | 3.69% | 40 | +8,362 | 5.81% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 148,645 | 6,064 | 0.07% | 0.13% | 41 | -93,321 | -38.57% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 145,242 | 5,925 | 0.01% | 0.0% | 42 | +82,858 | 132.82% | Q1 2026 | May 13, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 137,944 | 5,628 | 4.13% | 4.41% | 43 | +5,957 | 4.51% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 117,329 | 5,431 | 0.03% | 0.04% | 44 | -8,171 | -6.51% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | No change | 131,400 | 5,361 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 217 | 5,321 | 0.08% | 0.09% | 46 | -6 | -2.69% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 121,926 | 4,975 | 0.16% | — | 47 | +121,926 | New | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Added to | 114,147 | 4,657 | 0.05% | 0.04% | 48 | +25,188 | 28.31% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 113,302 | 4,622 | 0.01% | 0.03% | 49 | -113,956 | -50.14% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 107,774 | 4,397 | 0.99% | 1.03% | 50 | +9,716 | 9.91% | Q1 2026 | Apr 20, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 100,907 | 4,116 | 1.95% | 3.27% | 51 | -43,774 | -30.26% | Q1 2026 | Apr 30, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 97,451 | 3,975 | 0.56% | 0.64% | 52 | -4,616 | -4.52% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 92,106 | 3,757 | 0.0% | 0.0% | 53 | +11,788 | 14.68% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 89,206 | 3,639 | 0.0% | 0.0% | 54 | -15,389 | -14.71% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 87,722 | 3,579 | 0.11% | 0.12% | 55 | +4,929 | 5.95% | Q1 2026 | Apr 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 87,377 | 3,564 | 0.0% | 0.0% | 56 | +75,417 | 630.58% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 77,774 | 3,173 | 0.0% | — | 57 | +77,774 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 69,646 | 2,841 | 0.01% | 0.01% | 58 | +8,039 | 13.05% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 68,986 | 2,814 | 0.01% | 0.01% | 59 | +16,335 | 31.03% | Q1 2026 | May 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 66,000 | 2,693 | 0.02% | 0.65% | 60 | -1,555,500 | -95.93% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,652 | 2,678 | 0.0% | 0.0% | 61 | +900 | 1.39% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 65,622 | 2,677 | 0.03% | 0.03% | 62 | +3,574 | 5.76% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 61,796 | 2,521 | 0.09% | 0.15% | 63 | -27,555 | -30.84% | Q1 2026 | May 06, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 54,126 | 2,505 | 1.8% | 1.8% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 57,079 | 2,328 | 0.0% | 0.0% | 65 | +6,745 | 13.4% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 55,370 | 2,259 | 0.02% | 0.02% | 66 | -9,248 | -14.31% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | New | 54,416 | 2,220 | 0.02% | — | 67 | +54,416 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 53,652 | 2,189 | 0.02% | — | 68 | +53,652 | New | Q1 2026 | Apr 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 52,145 | 2,127 | 0.02% | 0.02% | 69 | +10,607 | 25.54% | Q1 2026 | May 14, 2026 |
| Carmel Capital Management L.L.C. | History | Reduced | 51,755 | 2,111 | 0.6% | 1.93% | 70 | -86,000 | -62.43% | Q1 2026 | Apr 23, 2026 |
| Sharper & Granite LLC | History | Added to | 50,929 | 2,077 | 0.71% | 0.75% | 71 | +5,055 | 11.02% | Q1 2026 | Apr 08, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 49,389 | 2,015 | 0.53% | 0.65% | 72 | -1,712 | -3.35% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 48,493 | 1,978 | 0.01% | 0.01% | 73 | +3,650 | 8.14% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 48,903 | 1,946 | 0.0% | 0.0% | 74 | +14,847 | 43.6% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 47,054 | 1,919 | 0.01% | 0.01% | 75 | -3,155 | -6.28% | Q1 2026 | May 08, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 47,000 | 1,917 | 0.06% | 0.08% | 76 | -6,600 | -12.31% | Q1 2026 | Apr 15, 2026 |
| TABLEAUX LLC | History | Added to | 40,750 | 1,662 | 0.8% | 0.8% | 77 | +17,429 | 74.74% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,748 | 1,540 | 0.0% | 0.0% | 78 | +1,556 | 4.3% | Q1 2026 | Apr 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 36,249 | 1,478 | 0.01% | 0.83% | 79 | -2,050,070 | -98.26% | Q1 2026 | May 14, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 33,076 | 1,349 | 2.51% | 3.52% | 80 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 32,844 | 1,340 | 0.02% | 0.02% | 81 | +5,019 | 18.04% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Reduced | 32,447 | 1,323 | 0.0% | 0.0% | 82 | -1,705 | -4.99% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 32,235 | 1,314 | 0.0% | 0.0% | 83 | +26,480 | 460.12% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 31,435 | 1,282 | 0.0% | 0.0% | 84 | +18,856 | 149.9% | Q1 2026 | May 12, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 29,770 | 1,214 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 28,467 | 1,161 | 0.23% | 0.32% | 86 | -4,923 | -14.74% | Q1 2026 | Apr 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,320 | 1,114 | 0.01% | 0.0% | 87 | +16,555 | 153.79% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 27,127 | 1,106 | 0.02% | 0.02% | 88 | -65 | -0.24% | Q1 2026 | Apr 10, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 26,923 | 1,098 | 0.79% | 0.84% | 89 | +200 | 0.75% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 26,865 | 1,096 | 0.01% | 0.01% | 90 | +1,668 | 6.62% | Q1 2026 | May 06, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 26,624 | 1,086 | 0.38% | 1.05% | 91 | -43,933 | -62.27% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 26,535 | 1,082 | 0.07% | 0.08% | 92 | +2,174 | 8.92% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 26,151 | 1,066 | 0.02% | 0.03% | 93 | +162 | 0.62% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 25,707 | 1,048 | 0.01% | 0.01% | 94 | -202 | -0.78% | Q1 2026 | May 15, 2026 |
| Oxinas Partners, LLC | History | Added to | 25,437 | 1,037 | 0.47% | 0.51% | 95 | +2,647 | 11.61% | Q1 2026 | Apr 10, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 25,349 | 1,034 | 0.13% | 0.15% | 96 | -720 | -2.76% | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 25,235 | 1,029 | 0.24% | 0.27% | 97 | +99 | 0.39% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 24,229 | 988 | 0.07% | 0.08% | 98 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Viewpoint Capital Management LLC | History | No change | 23,972 | 978 | 0.46% | 0.48% | 99 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 23,751 | 969 | 0.03% | 0.03% | 100 | -631 | -2.59% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 23,977 | 949 | 0.03% | 0.04% | 101 | +1,331 | 5.88% | Q1 2026 | May 15, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 22,966 | 937 | 0.7% | 1.27% | 102 | -14,882 | -39.32% | Q1 2026 | Apr 08, 2026 |
| Squarepoint Ops LLC | History | New | 22,533 | 919 | 0.0% | — | 103 | +22,533 | New | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 22,000 | 897 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 21,917 | 894 | 0.0% | 0.0% | 105 | +17,332 | 378.02% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 21,846 | 891 | 0.02% | 0.02% | 107 | +470 | 2.2% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 21,840 | 891 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,147 | 862 | 0.0% | 0.0% | 108 | +2,661 | 14.39% | Q1 2026 | May 05, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 21,000 | 856 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Verity Asset Management, Inc. | History | Added to | 20,925 | 853 | 0.36% | 0.41% | 110 | +483 | 2.36% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,491 | 836 | 0.0% | 0.0% | 111 | +1,302 | 6.79% | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 20,068 | 825 | 0.48% | 0.48% | 112 | +2,735 | 15.78% | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Reduced | 19,925 | 812 | 0.0% | 0.01% | 113 | -422 | -2.07% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,612 | 800 | 0.0% | 0.0% | 114 | +638 | 3.36% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | New | 19,572 | 798 | 0.0% | — | 115 | +19,572 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 18,310 | 747 | 0.05% | 0.02% | 116 | +8,808 | 92.7% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 17,282 | 705 | 0.16% | 0.2% | 117 | -1,796 | -9.41% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,200 | 620 | 0.0% | 0.0% | 118 | -129,616 | -89.5% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 15,068 | 614 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 13,247 | 613 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 14,882 | 607 | 0.4% | 0.44% | 121 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 14,645 | 597 | 0.04% | 0.06% | 122 | -1,663 | -10.2% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,252 | 595 | 0.0% | 0.0% | 123 | +11,681 | 80.17% | Q1 2026 | May 15, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 13,263 | 579 | 0.11% | 0.13% | 124 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,956 | 569 | 0.04% | 0.05% | 125 | +220 | 1.6% | Q1 2026 | May 12, 2026 |
| BigSur Wealth Management LLC | History | Added to | 13,770 | 561 | 0.16% | 0.11% | 126 | +3,770 | 37.7% | Q1 2026 | Apr 22, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 13,748 | 561 | 0.28% | 0.34% | 127 | -265 | -1.89% | Q1 2026 | Apr 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 13,700 | 558 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,530 | 551 | 0.0% | 0.0% | 129 | -7,022 | -34.17% | Q1 2026 | Apr 08, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,211 | 539 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 13,070 | 533 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 13,011 | 530 | 0.0% | — | 132 | +13,011 | New | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 12,958 | 528 | 0.03% | 0.03% | 133 | +1,290 | 11.06% | Q1 2026 | Apr 28, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 11,736 | 478 | 0.35% | 0.39% | 134 | +409 | 3.61% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,711 | 477 | 0.01% | 0.01% | 135 | -12,719 | -52.06% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,651 | 475 | 0.0% | 0.0% | 136 | +88 | 0.76% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,628 | 474 | 0.0% | 0.0% | 137 | -1,245 | -9.67% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 11,542 | 470 | 0.02% | 0.07% | 138 | -35,252 | -75.33% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,400 | 465 | 0.0% | 0.0% | 139 | -272,984 | -95.99% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,198 | 457 | 0.0% | 0.0% | 140 | -2,568 | -18.65% | Q1 2026 | May 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 11,151 | 454 | 0.0% | 0.0% | 141 | -21,185 | -65.52% | Q1 2026 | May 06, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 10,316 | 443 | 0.13% | 0.14% | 142 | +200 | 1.98% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,778 | 439 | 0.01% | 0.01% | 143 | -40 | -0.37% | Q1 2026 | Apr 13, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 10,714 | 437 | 0.05% | 0.07% | 144 | -3,386 | -24.01% | Q1 2026 | May 12, 2026 |
| Congress Park Capital LLC | History | Added to | 10,540 | 430 | 0.13% | 0.12% | 145 | +2,025 | 23.78% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Reduced | 10,158 | 414 | 0.01% | 0.01% | 146 | -622 | -5.77% | Q1 2026 | May 04, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,056 | 410 | 0.07% | 0.04% | 147 | +4,606 | 84.51% | Q1 2026 | Apr 28, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 9,992 | 407 | 0.0% | 0.0% | 148 | -54,739 | -84.56% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,842 | 401 | 0.01% | 0.01% | 150 | -237 | -2.35% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,838 | 401 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,560 | 390 | 0.01% | 0.02% | 151 | -278 | -2.83% | Q1 2026 | May 19, 2026 |
| Ascentis Independent Advisors | History | Reduced | 9,502 | 387 | 0.03% | 0.1% | 152 | -4,045 | -29.86% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 9,190 | 374 | 0.2% | 0.23% | 153 | -264 | -2.79% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,162 | 373 | 0.0% | 0.11% | 154 | -193,267 | -95.47% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | Added to | 9,150 | 373 | 0.03% | 0.03% | 155 | +2,500 | 37.59% | Q1 2026 | May 07, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 9,052 | 369 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DF DENT & CO INC | History | No change | 9,000 | 367 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 8,968 | 365 | 0.0% | 0.0% | 158 | +301 | 3.47% | Q1 2026 | May 11, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 8,882 | 362 | 0.07% | 0.09% | 159 | -1,226 | -12.13% | Q1 2026 | Apr 16, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 8,855 | 361 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peak Financial Management, Inc. | History | No change | 8,848 | 360 | 0.09% | 0.11% | 161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prospect Financial Services LLC | History | No change | 8,684 | 354 | 0.22% | 0.23% | 162 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,622 | 351 | 0.0% | 0.0% | 163 | +611 | 7.63% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | No change | 8,560 | 349 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | Reduced | 8,464 | 345 | 0.0% | 0.01% | 165 | -10,882 | -56.25% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,450 | 344 | 0.03% | 0.03% | 166 | -50 | -0.59% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,430 | 343 | 0.0% | 0.0% | 167 | -8,795 | -51.06% | Q1 2026 | May 14, 2026 |
| Cosner Financial Group, LLC | History | Added to | 8,136 | 331 | 0.18% | 0.19% | 168 | +58 | 0.72% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 8,104 | 330 | 0.01% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 8,058 | 328 | 0.01% | 0.02% | 170 | -750 | -8.51% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,980 | 326 | 0.0% | 0.0% | 171 | -4,240 | -34.7% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,836 | 319 | 0.0% | 0.0% | 172 | -1,451 | -15.62% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,788 | 317 | 0.01% | 0.01% | 173 | -1,361 | -14.88% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,653 | 312 | 0.0% | 0.01% | 174 | +1,584 | 26.1% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,625 | 311 | 0.0% | 0.0% | 175 | +1,224 | 19.12% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,472 | 304 | 0.04% | — | 176 | +7,472 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,300 | 297 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | No change | 7,258 | 296 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 7,065 | 294 | 0.05% | 0.05% | 179 | +198 | 2.88% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 7,116 | 290 | 0.0% | — | 180 | +7,116 | New | Q1 2026 | Apr 20, 2026 |
| Pachira Investments Inc. | History | Reduced | 7,071 | 288 | 0.13% | 0.32% | 181 | -7,120 | -50.17% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,931 | 282 | 0.0% | — | 183 | +6,931 | New | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 6,914 | 282 | 0.01% | 0.01% | 182 | +602 | 9.54% | Q1 2026 | May 04, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 6,693 | 273 | 0.14% | 0.22% | 184 | -1,417 | -17.47% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 6,383 | 260 | 0.0% | 0.0% | 185 | -217 | -3.29% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 6,350 | 259 | 0.02% | 0.02% | 186 | -200 | -3.05% | Q1 2026 | Apr 23, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 6,200 | 252 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Reduced | 6,033 | 246 | 0.0% | 0.0% | 188 | -924 | -13.28% | Q1 2026 | May 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 6,000 | 244 | 0.07% | 0.07% | 189 | +1,500 | 33.33% | Q1 2026 | Apr 21, 2026 |
| Arta Finance Wealth Management LLC | History | Reduced | 6,004 | 244 | 0.12% | 0.16% | 190 | -959 | -13.77% | Q1 2026 | Apr 20, 2026 |
| Portland Global Advisors LLC | History | Reduced | 5,670 | 231 | 0.02% | 0.03% | 191 | -250 | -4.22% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,545 | 226 | 0.01% | — | 192 | +5,545 | New | Q1 2026 | Apr 23, 2026 |
| FLC Capital Advisors | History | No change | 5,470 | 223 | 0.04% | 0.05% | 193 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | No change | 5,452 | 222 | 0.05% | 0.06% | 194 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,267 | 214 | 0.01% | 0.18% | 197 | -79,458 | -93.78% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 5,267 | 214 | 0.0% | 0.0% | 196 | +240 | 4.77% | Q1 2026 | Apr 17, 2026 |
| E&G Advisors, LP | History | Added to | 5,255 | 214 | 0.05% | 0.05% | 195 | +100 | 1.94% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Reduced | 5,180 | 211 | 0.0% | 0.0% | 198 | -132 | -2.48% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,122 | 208 | 0.0% | 0.01% | 199 | -1,238 | -19.47% | Q1 2026 | Apr 14, 2026 |
| Sava Infond d.o.o. | History | No change | 5,000 | 204 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 4,986 | 203 | 0.15% | — | 202 | +4,986 | New | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 4,988 | 203 | 0.01% | 0.05% | 201 | -4,512 | -47.49% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,916 | 200 | 0.0% | 0.0% | 203 | +62 | 1.28% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 4,880 | 199 | 0.08% | 0.09% | 204 | +200 | 4.27% | Q1 2026 | Apr 23, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,689 | 191 | 0.12% | — | 206 | +4,689 | New | Q1 2026 | May 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,706 | 191 | 0.04% | 0.05% | 205 | +593 | 14.42% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 4,443 | 181 | 0.02% | 0.01% | 207 | +1,979 | 80.32% | Q1 2026 | Apr 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,100 | 175 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,094 | 167 | 0.03% | 0.04% | 209 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,722 | 151 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,272 | 133 | 0.0% | 0.0% | 212 | +1,647 | 101.35% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,282 | 133 | 0.02% | 0.02% | 213 | -508 | -13.4% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 3,272 | 133 | 0.0% | 0.0% | 211 | -377 | -10.33% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,174 | 129 | 0.01% | 0.02% | 214 | -1,394 | -30.52% | Q1 2026 | Apr 30, 2026 |
| Osbon Capital Management LLC | History | No change | 3,048 | 124 | 0.1% | 0.13% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 3,000 | 122 | 0.06% | 0.08% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | New | 2,882 | 117 | 0.0% | — | 217 | +2,882 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,756 | 112 | 0.0% | 0.0% | 218 | +435 | 18.74% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,427 | 99 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stone House Investment Management, LLC | History | New | 2,364 | 96 | 0.02% | — | 220 | +2,364 | New | Q1 2026 | Apr 22, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,343 | 95 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Advisory Services Network, LLC | History | New | 2,111 | 86 | 0.0% | — | 223 | +2,111 | New | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 2,119 | 86 | 0.01% | 0.01% | 222 | -546 | -20.49% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,564 | 63 | 0.0% | 0.0% | 224 | +1,114 | 247.56% | Q1 2026 | Apr 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,500 | 61 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,424 | 58 | 0.01% | 0.0% | 226 | +1,398 | 5376.92% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,358 | 55 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | No change | 1,330 | 54 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,319 | 53 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,195 | 48 | 0.0% | 0.0% | 230 | +995 | 497.5% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,120 | 45 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PROTECTIVE LIFE CORP | History | New | 1,075 | 43 | 0.14% | — | 232 | +1,075 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 984 | 40 | 0.0% | 0.0% | 233 | +581 | 144.17% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,000 | 40 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 32 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 800 | 32 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 755 | 30 | 0.0% | 0.0% | 237 | -300 | -28.44% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | No change | 621 | 25 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 595 | 24 | 0.0% | 0.0% | 239 | -35 | -5.56% | Q1 2026 | May 01, 2026 |
| SRH ADVISORS, LLC | History | No change | 565 | 23 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 561 | 22 | 0.0% | — | 241 | +561 | New | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 530 | 21 | 0.01% | 0.01% | 242 | +10 | 1.92% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 470 | 19 | 0.0% | 0.0% | 243 | +36 | 8.29% | Q1 2026 | Apr 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 448 | 18 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 400 | 16 | 0.0% | 0.0% | 245 | +200 | 100.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 392 | 15 | 0.0% | — | 247 | +392 | New | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 345 | 15 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 350 | 14 | 0.01% | — | 248 | +350 | New | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 327 | 13 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ALLIANZ SE | History | New | 272 | 11 | 0.0% | — | 250 | +272 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 218 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | No change | 200 | 8 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 212 | 8 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 186 | 7 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | New | 148 | 6 | 0.0% | — | 258 | +148 | New | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 151 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 149 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Covestor Ltd | History | Added to | 111 | 5 | 0.0% | 0.0% | 259 | +51 | 85.0% | Q1 2026 | May 05, 2026 |
| FNY Investment Advisers, LLC | History | New | 103 | 4 | 0.0% | — | 263 | +103 | New | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Walsh & Associates, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 87 | 3 | 0.0% | 0.0% | 265 | -10,652 | -99.19% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 85 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 89 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 58 | 2 | 0.0% | — | 269 | +58 | New | Q1 2026 | Apr 13, 2026 |
| Davis Capital Management | History | No change | 64 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 28 | 1 | 0.0% | — | 275 | +28 | New | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Reduced | 31 | 1 | 0.0% | 0.0% | 270 | -15 | -32.61% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| POM Investment Strategies, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 38 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -66,956 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.31% | — | -44,844 | -100.0% | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -39,146 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -29,535 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,879 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -26,919 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,208 | -100.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -16,210 | -100.0% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,045 | -100.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1 | 0 | — | 0.0% | — | -13,358 | -99.99% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -13,355 | -100.0% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,836 | -100.0% | Q1 2026 | May 08, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -8,505 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,181 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,934 | -100.0% | Q1 2026 | May 15, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,067 | -100.0% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,620 | -100.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,793 | -100.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,027 | -100.0% | Q1 2026 | May 12, 2026 |
| Andrews Advisory Associates, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,886 | -100.0% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,850 | -100.0% | Q1 2026 | May 05, 2026 |
| PCG Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,805 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,782 | -100.0% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,571 | -100.0% | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,475 | -100.0% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -4,350 | -100.0% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,973 | -100.0% | Q1 2026 | May 01, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.04% | — | -1,844 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,144 | -100.0% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -468 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Biltmore Family Office, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |