WisdomTree Trust - EPS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDUCIARY TRUST CO | History | Reduced | 1,859,134 | 126,625 | 1.5% | 1.53% | 1 | -37,285 | -1.97% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,512,378 | 103,008 | 0.03% | 0.03% | 2 | +79,986 | 5.58% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 889,676 | 60,595 | 0.0% | 0.0% | 3 | -10,107 | -1.12% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 798,789 | 54,405 | 0.17% | 0.17% | 4 | -31,713 | -3.82% | Q1 2026 | May 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 750,033 | 51,084 | 9.08% | 11.02% | 5 | -73,195 | -8.89% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 693,592 | 47,240 | 0.22% | 0.22% | 6 | +34,878 | 5.29% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 660,022 | 44,954 | 0.05% | 0.05% | 7 | +48,551 | 7.94% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 465,565 | 31,709 | 0.08% | 0.08% | 8 | +31,850 | 7.34% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 459,137 | 31,271 | 1.74% | 1.05% | 9 | +225,844 | 96.81% | Q1 2026 | Apr 29, 2026 |
| Team Financial Group, LLC | History | Added to | 450,773 | 30,702 | 13.94% | 14.39% | 10 | +3,229 | 0.72% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 286,548 | 19,516 | 3.47% | 3.77% | 11 | +10,480 | 3.8% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 281,211 | 19,153 | 0.07% | 0.07% | 12 | +33,731 | 13.63% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | No change | 265,154 | 18,059 | 0.08% | 0.06% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 262,448 | 17,875 | 0.68% | 0.65% | 14 | +10,177 | 4.03% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 196,817 | 13,405 | 0.01% | 0.01% | 15 | +6,979 | 3.68% | Q1 2026 | May 07, 2026 |
| Stenger Family Office, LLC | History | New | 191,968 | 13,074 | 2.31% | — | 16 | +191,968 | New | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 191,360 | 13,033 | 0.0% | 0.0% | 17 | -17,613 | -8.43% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 167,727 | 11,106 | 0.0% | 0.0% | 18 | +29,607 | 21.44% | Q1 2026 | May 13, 2026 |
| Systelligence, LLC | History | Reduced | 143,482 | 9,772 | 1.9% | 2.9% | 19 | -71,395 | -33.23% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 141,423 | 9,632 | 0.01% | 0.01% | 20 | +75 | 0.05% | Q1 2026 | May 14, 2026 |
| WIN ADVISORS, INC | History | Reduced | 128,568 | 8,756 | 4.01% | 4.31% | 21 | -14,856 | -10.36% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | No change | 110,134 | 7,501 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 99,590 | 6,783 | 0.81% | 0.81% | 23 | +814 | 0.82% | Q1 2026 | Apr 21, 2026 |
| Maia Wealth LLC | History | Added to | 96,254 | 6,555 | 1.11% | 0.86% | 24 | +24,844 | 34.79% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 89,769 | 6,114 | 0.0% | 0.0% | 25 | -584 | -0.65% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 87,360 | 5,950 | 0.0% | 0.0% | 26 | +2,529 | 2.98% | Q1 2026 | May 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 84,680 | 5,767 | 1.92% | 2.03% | 27 | -2,026 | -2.34% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 80,166 | 5,460 | 3.36% | 3.86% | 28 | -34 | -0.04% | Q1 2026 | May 05, 2026 |
| NewSquare Capital LLC | History | Added to | 79,356 | 5,404 | 0.47% | 0.48% | 29 | +2,805 | 3.66% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 77,584 | 5,284 | 0.0% | 0.0% | 30 | -3,467 | -4.28% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 75,680 | 5,154 | 0.08% | 0.09% | 31 | +14,716 | 24.14% | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 76,861 | 4,919 | 2.11% | 4.06% | 32 | -120,058 | -60.97% | Q1 2026 | Jun 01, 2026 |
| CITIGROUP INC | History | Added to | 71,847 | 4,893 | 0.0% | 0.0% | 33 | +8,985 | 14.29% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 64,730 | 4,408 | 0.0% | 0.0% | 34 | +4,857 | 8.11% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 50,898 | 3,466 | 0.04% | 0.05% | 35 | -1,979 | -3.74% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,379 | 3,340 | 0.0% | 0.0% | 36 | +3,348 | 7.12% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 46,461 | 3,164 | 0.01% | 0.01% | 37 | -1,765 | -3.66% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 46,252 | 3,150 | 0.16% | 0.16% | 38 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 44,005 | 2,997 | 0.0% | 0.0% | 39 | -1,572 | -3.45% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 43,184 | 2,978 | 0.32% | 0.46% | 40 | -83 | -0.19% | Q1 2026 | Apr 10, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 41,932 | 2,856 | 0.55% | 0.1% | 41 | +32,451 | 342.27% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 40,304 | 2,745 | 0.0% | 0.0% | 42 | -22,862 | -36.19% | Q1 2026 | May 15, 2026 |
| TOWLE & CO | History | New | 38,806 | 2,643 | 1.03% | — | 43 | +38,806 | New | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 37,958 | 2,585 | 0.26% | 0.27% | 44 | -587 | -1.52% | Q1 2026 | Apr 30, 2026 |
| WealthPoint Financial, LLC | History | No change | 34,691 | 2,458 | 2.14% | 2.14% | 45 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 35,608 | 2,425 | 0.1% | 0.1% | 46 | -622 | -1.72% | Q1 2026 | Apr 16, 2026 |
| LongView Wealth Management | History | Added to | 32,818 | 2,384 | 0.6% | 0.31% | 47 | +15,107 | 85.3% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 34,935 | 2,379 | 0.03% | 0.03% | 48 | -159 | -0.45% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,905 | 2,377 | 0.0% | 0.01% | 49 | -18,878 | -35.1% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 27,967 | 1,981 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 25,209 | 1,873 | 0.04% | 0.05% | 51 | -870 | -3.34% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,128 | 1,780 | 0.0% | 0.0% | 52 | +197 | 0.76% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 25,179 | 1,714 | 0.13% | 0.14% | 53 | -2,080 | -7.63% | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 23,606 | 1,607 | 0.04% | 0.05% | 54 | -386 | -1.61% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 23,399 | 1,593 | 0.05% | — | 55 | +23,399 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,879 | 1,479 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,670 | 1,475 | 0.0% | 0.0% | 57 | +8,775 | 68.05% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 21,044 | 1,433 | 0.0% | — | 58 | +21,044 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 18,990 | 1,293 | 0.0% | 0.0% | 59 | -608 | -3.1% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 17,700 | 1,205 | 0.05% | 0.05% | 60 | +752 | 4.44% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,890 | 1,150 | 0.04% | 0.05% | 61 | -2,074 | -10.94% | Q1 2026 | May 12, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 15,124 | 1,030 | 0.21% | 0.15% | 62 | +5,495 | 57.07% | Q1 2026 | May 01, 2026 |
| Herold Advisors, Inc. | History | Reduced | 14,470 | 985 | 0.22% | 0.24% | 63 | -1,000 | -6.46% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 14,388 | 979 | 0.22% | 0.26% | 64 | -1,155 | -7.43% | Q1 2026 | Apr 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 14,345 | 977 | 0.13% | 0.12% | 65 | +2,144 | 17.57% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 14,123 | 961 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,060 | 957 | 0.0% | 0.0% | 67 | +8,096 | 135.75% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 13,355 | 909 | 0.01% | 0.02% | 68 | -2,638 | -16.49% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,129 | 826 | 0.0% | 0.0% | 69 | -223 | -1.81% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,051 | 821 | 0.04% | 0.04% | 70 | -184 | -1.5% | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,037 | 819 | 0.01% | 0.02% | 71 | -1,552 | -11.42% | Q1 2026 | May 18, 2026 |
| Atria Investments, Inc | History | Reduced | 11,642 | 792 | 0.01% | 0.01% | 72 | -258 | -2.17% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 11,268 | 767 | 0.06% | 0.13% | 73 | -8,319 | -42.47% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,036 | 751 | 0.01% | 0.03% | 74 | -24,425 | -68.88% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 10,948 | 745 | 0.0% | 0.0% | 75 | +33 | 0.3% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,660 | 731 | 0.0% | 0.0% | 76 | -11,688 | -52.3% | Q1 2026 | Apr 08, 2026 |
| Essential Planning, LLC. | History | Added to | 10,425 | 710 | 0.23% | 0.24% | 77 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Family Capital Management, Inc. | History | No change | 10,000 | 681 | 0.3% | 0.31% | 78 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quartz Partners, LLC | History | Reduced | 9,245 | 629 | 0.24% | 0.27% | 79 | -948 | -9.3% | Q1 2026 | May 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 8,958 | 610 | 0.03% | 0.04% | 80 | -70 | -0.78% | Q1 2026 | Apr 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,812 | 600 | 0.04% | 0.04% | 82 | +161 | 1.86% | Q1 2026 | May 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8,816 | 600 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Seek First Inc. | History | Reduced | 8,775 | 597 | 0.42% | 0.47% | 83 | -904 | -9.34% | Q1 2026 | Apr 23, 2026 |
| Melone Private Wealth, LLC | History | Added to | 8,758 | 596 | 0.24% | 0.26% | 84 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,703 | 592 | 0.03% | 0.03% | 85 | +10 | 0.12% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 8,637 | 588 | 0.0% | — | 86 | +8,637 | New | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,575 | 584 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,389 | 571 | 0.0% | 0.0% | 88 | -3,990 | -32.23% | Q1 2026 | May 12, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,815 | 556 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 8,136 | 554 | 0.03% | 0.03% | 90 | +7 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 7,903 | 538 | 0.14% | 0.17% | 91 | -485 | -5.78% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,842 | 534 | 0.0% | 0.0% | 92 | -81,179 | -91.19% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,631 | 519 | 0.0% | 0.0% | 93 | +193 | 2.59% | Q1 2026 | Apr 27, 2026 |
| E&G Advisors, LP | History | No change | 7,405 | 504 | 0.11% | 0.12% | 94 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SWMG, LLC | History | Added to | 6,869 | 467 | 0.13% | 0.14% | 95 | +24 | 0.35% | Q1 2026 | Apr 24, 2026 |
| Redwood Financial Network Corp | History | No change | 6,689 | 455 | 0.3% | 0.3% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 6,495 | 442 | 0.06% | 0.04% | 97 | +2,598 | 66.67% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 6,477 | 441 | 0.02% | — | 98 | +6,477 | New | Q1 2026 | May 19, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,420 | 437 | 0.01% | 0.01% | 99 | +13 | 0.2% | Q1 2026 | May 13, 2026 |
| Investment Partners Asset Management, Inc. | History | New | 6,372 | 433 | 0.27% | — | 100 | +6,372 | New | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | New | 5,659 | 403 | 0.0% | — | 102 | +5,659 | New | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | No change | 5,925 | 403 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,598 | 381 | 0.0% | 0.0% | 103 | -490 | -8.05% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 5,581 | 380 | 0.05% | 0.04% | 104 | +1,163 | 26.32% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,388 | 367 | 0.09% | — | 105 | +5,388 | New | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 5,267 | 358 | 0.17% | 0.16% | 106 | +51 | 0.98% | Q1 2026 | May 04, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 4,968 | 338 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFS Advisors, LLC | History | No change | 4,873 | 331 | 0.17% | 0.18% | 108 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Belpointe Asset Management LLC | History | New | 4,854 | 330 | 0.01% | — | 109 | +4,854 | New | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,709 | 321 | 0.01% | — | 112 | +4,709 | New | Q1 2026 | Apr 21, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 4,723 | 321 | 0.02% | 0.02% | 110 | -697 | -12.86% | Q1 2026 | Apr 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,718 | 321 | 0.01% | 0.01% | 111 | -100 | -2.08% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,526 | 308 | 0.0% | — | 113 | +4,526 | New | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Reduced | 4,395 | 299 | 0.1% | 0.21% | 114 | -3,898 | -47.0% | Q1 2026 | May 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 4,380 | 298 | 0.04% | — | 115 | +4,380 | New | Q1 2026 | May 18, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,300 | 292 | 0.05% | 0.06% | 116 | +48 | 1.13% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | No change | 4,235 | 288 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | No change | 4,210 | 286 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | No change | 4,163 | 283 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,133 | 281 | 0.01% | 0.01% | 120 | -70 | -1.67% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,052 | 275 | 0.0% | 0.0% | 122 | -4,868 | -54.57% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 4,043 | 275 | 0.0% | — | 123 | +4,043 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,041 | 275 | 0.0% | 0.0% | 121 | +243 | 6.4% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,008 | 272 | 0.0% | 0.0% | 124 | -268 | -6.27% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,969 | 270 | 0.0% | 0.0% | 125 | -26 | -0.65% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,872 | 263 | 0.0% | 0.0% | 126 | -182 | -4.49% | Q1 2026 | May 08, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 3,730 | 254 | 0.05% | 0.06% | 127 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,615 | 246 | 0.02% | 0.03% | 128 | -2,290 | -38.78% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | No change | 3,572 | 243 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 3,545 | 241 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | No change | 3,517 | 239 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 3,485 | 237 | 0.02% | — | 133 | +3,485 | New | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,490 | 237 | 0.01% | 0.0% | 132 | -15 | -0.43% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | New | 4,170 | 235 | 0.0% | — | 134 | +4,170 | New | Q1 2026 | May 15, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | New | 3,460 | 235 | 0.19% | — | 135 | +3,460 | New | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 3,425 | 233 | 0.0% | — | 136 | +3,425 | New | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,349 | 228 | 0.0% | 0.0% | 137 | -3,558 | -51.51% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,284 | 225 | 0.0% | — | 138 | +3,284 | New | Q1 2026 | Apr 07, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,249 | 221 | 0.02% | — | 139 | +3,249 | New | Q1 2026 | Apr 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 3,084 | 210 | 0.12% | 0.15% | 140 | -675 | -17.96% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,982 | 203 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,211 | 150 | 0.1% | 0.13% | 142 | -538 | -19.57% | Q1 2026 | Apr 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,950 | 132 | 0.01% | — | 143 | +1,950 | New | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,726 | 117 | 0.01% | 0.02% | 144 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,650 | 112 | 0.02% | 0.03% | 145 | -448 | -21.35% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,375 | 97 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coastline Trust Co | History | No change | 1,230 | 83 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| COMERICA BANK | History | No change | 1,011 | 71 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,011 | 68 | 0.0% | — | 149 | +1,011 | New | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 994 | 67 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Reduced | 933 | 63 | 0.03% | 0.23% | 151 | -6,297 | -87.1% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 835 | 56 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 806 | 54 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 640 | 43 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisors Preferred, LLC | History | Reduced | 623 | 42 | 0.01% | 0.01% | 155 | -135 | -17.81% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | New | 585 | 39 | 0.0% | — | 156 | +585 | New | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | No change | 481 | 32 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | New | 390 | 28 | 0.01% | — | 158 | +390 | New | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | New | 365 | 25 | 0.0% | — | 159 | +365 | New | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | Reduced | 246 | 16 | 0.0% | 0.0% | 160 | -34 | -12.14% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 231 | 15 | 0.0% | 0.0% | 161 | +20 | 9.48% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 188 | 13 | 0.01% | 0.0% | 163 | +92 | 95.83% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | No change | 200 | 13 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 139 | 9 | 0.0% | — | 165 | +139 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 130 | 9 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 132 | 8 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 105 | 7 | 0.0% | — | 167 | +105 | New | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 100 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,054 | 5 | 0.0% | 0.0% | 169 | -1,488 | -22.75% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 81 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 65 | 4 | 0.0% | 0.0% | 171 | -46 | -41.44% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 50 | 3 | 0.0% | — | 173 | +50 | New | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | No change | 45 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 1.69% | — | -81,652 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.57% | — | -71,654 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,102 | -100.0% | Q1 2026 | May 12, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.43% | — | -23,882 | -100.0% | Q1 2026 | May 06, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.23% | — | -19,241 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,987 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,927 | -100.0% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,561 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Closed out | 0 | 0 | — | 0.04% | — | -3,160 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.02% | — | -3,155 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,910 | -100.0% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,674 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -939 | -100.0% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |