WisdomTree Trust - EPS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,896,419 | 134,380 | 1.53% | 1.65% | 1 | -221,123 | -10.44% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,432,392 | 101,499 | 0.03% | 0.03% | 2 | +85,364 | 6.34% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 899,783 | 63,758 | 0.0% | 0.0% | 3 | -13,235 | -1.45% | Q4 2025 | Feb 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 823,228 | 58,333 | 11.02% | 10.84% | 4 | +16,420 | 2.04% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 830,502 | 57,254 | 0.17% | 0.18% | 5 | -1,604 | -0.19% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 658,714 | 46,676 | 0.22% | 0.21% | 6 | +37,743 | 6.08% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 611,471 | 43,328 | 0.05% | 0.04% | 7 | +58,556 | 10.59% | Q4 2025 | Feb 17, 2026 |
| Team Financial Group, LLC | History | Reduced | 447,544 | 31,713 | 14.39% | 14.44% | 8 | -4,255 | -0.94% | Q4 2025 | Jan 13, 2026 |
| CWM, LLC | History | Added to | 433,715 | 30,733 | 0.08% | 0.0% | 9 | +433,508 | 209424.15% | Q4 2025 | Jan 26, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 276,068 | 19,562 | 3.77% | 3.6% | 10 | +12,066 | 4.57% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 265,154 | 18,788 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 252,271 | 17,875 | 0.65% | 0.8% | 12 | +5,523 | 2.24% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 247,480 | 17,536 | 0.07% | 0.07% | 13 | +18,685 | 8.17% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 233,293 | 16,531 | 1.05% | 0.69% | 14 | +83,313 | 55.55% | Q4 2025 | Feb 05, 2026 |
| Systelligence, LLC | History | Reduced | 214,877 | 15,226 | 2.9% | 3.23% | 15 | -32,013 | -12.97% | Q4 2025 | Jan 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 208,973 | 14,807 | 0.0% | 0.0% | 16 | -8,231 | -3.79% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 196,919 | 13,953 | 4.06% | 3.56% | 17 | +40,200 | 25.65% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 189,838 | 13,451 | 0.01% | 0.01% | 18 | +67,993 | 55.8% | Q4 2025 | Feb 10, 2026 |
| WIN ADVISORS, INC | History | Added to | 143,424 | 10,163 | 4.31% | 4.72% | 19 | +2,598 | 1.84% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | New | 141,348 | 10,015 | 0.01% | — | 20 | +141,348 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 138,120 | 9,787 | 0.0% | 0.0% | 21 | -158 | -0.11% | Q4 2025 | Feb 11, 2026 |
| EASTERN BANK | History | New | 110,134 | 7,804 | 0.13% | — | 22 | +110,134 | New | Q4 2025 | Jan 14, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 98,776 | 6,999 | 0.81% | 0.84% | 23 | -770 | -0.77% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 90,353 | 6,402 | 0.0% | 0.0% | 24 | -3,411 | -3.64% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 89,021 | 6,308 | 0.0% | 0.0% | 25 | +56,918 | 177.3% | Q4 2025 | Feb 17, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 86,706 | 6,144 | 2.03% | 1.95% | 26 | +5,732 | 7.08% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 84,831 | 6,011 | 0.0% | 0.0% | 27 | -3,705 | -4.18% | Q4 2025 | Jan 29, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 81,652 | 5,785 | 1.69% | — | 28 | +81,652 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 81,051 | 5,743 | 0.0% | 0.0% | 29 | +436 | 0.54% | Q4 2025 | Feb 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 80,200 | 5,682 | 3.86% | — | 30 | +80,200 | New | Q4 2025 | Feb 12, 2026 |
| NewSquare Capital LLC | History | Added to | 76,551 | 5,424 | 0.48% | 0.33% | 31 | +6,351 | 9.05% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 71,654 | 5,077 | 0.57% | 0.61% | 32 | -1,883 | -2.56% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Added to | 71,410 | 5,057 | 0.86% | 0.6% | 33 | +21,144 | 42.06% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 63,166 | 4,475 | 0.0% | 0.0% | 34 | +3,665 | 6.16% | Q4 2025 | Mar 25, 2026 |
| CITIGROUP INC | History | Reduced | 62,862 | 4,454 | 0.0% | 0.0% | 35 | -16,908 | -21.2% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 60,964 | 4,319 | 0.09% | 0.09% | 36 | +3,772 | 6.6% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 59,873 | 4,242 | 0.0% | 0.0% | 37 | +4,049 | 7.25% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,783 | 3,810 | 0.01% | 0.0% | 38 | +4,090 | 8.23% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 52,877 | 3,746 | 0.05% | 0.05% | 39 | -2,942 | -5.27% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Reduced | 48,226 | 3,417 | 0.01% | 0.01% | 40 | -3,004 | -5.86% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 47,031 | 3,332 | 0.0% | 0.0% | 41 | +19,007 | 67.82% | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 46,252 | 3,277 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 45,577 | 3,229 | 0.0% | 0.0% | 43 | +6,905 | 17.86% | Q4 2025 | Feb 18, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 43,267 | 3,065 | 0.46% | 0.66% | 44 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BEACON FINANCIAL GROUP | History | New | 38,545 | 2,731 | 0.27% | — | 45 | +38,545 | New | Q4 2025 | Apr 01, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 36,230 | 2,567 | 0.1% | 0.1% | 46 | -148 | -0.41% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 35,461 | 2,512 | 0.03% | 0.05% | 47 | -2,842 | -7.42% | Q4 2025 | Jan 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 35,094 | 2,486 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthPoint Financial, LLC | History | New | 34,691 | 2,458 | 2.14% | — | 49 | +34,691 | New | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 31,102 | 2,203 | 0.0% | 0.0% | 50 | +12,367 | 66.01% | Q4 2025 | Feb 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 27,967 | 1,981 | 0.09% | 0.09% | 51 | +217 | 0.78% | Q4 2025 | Feb 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 27,259 | 1,931 | 0.14% | 0.13% | 52 | +94 | 0.35% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,079 | 1,862 | 0.05% | 0.05% | 53 | +53 | 0.2% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 25,931 | 1,838 | 0.0% | — | 54 | +25,931 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 23,992 | 1,700 | 0.05% | 0.05% | 55 | +25 | 0.1% | Q4 2025 | Feb 06, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 23,882 | 1,692 | 1.43% | 1.44% | 56 | -559 | -2.29% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,348 | 1,609 | 0.0% | 0.0% | 57 | -1,055 | -4.51% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 20,879 | 1,479 | 0.03% | 0.03% | 58 | -233 | -1.1% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 19,598 | 1,388 | 0.0% | 0.0% | 59 | +1,817 | 10.22% | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 19,587 | 1,387 | 0.13% | 0.09% | 60 | +9,920 | 102.62% | Q4 2025 | Jan 22, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 19,241 | 1,363 | 0.23% | 0.21% | 61 | +66 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 18,964 | 1,343 | 0.05% | — | 62 | +18,964 | New | Q4 2025 | Feb 04, 2026 |
| LongView Wealth Management | History | New | 17,711 | 1,278 | 0.31% | — | 63 | +17,711 | New | Q4 2025 | Jan 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 16,948 | 1,200 | 0.05% | 0.04% | 64 | +1,813 | 11.98% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 15,993 | 1,133 | 0.02% | 0.02% | 65 | -467 | -2.84% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 15,543 | 1,101 | 0.26% | 0.28% | 66 | -1,964 | -11.22% | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | History | Reduced | 15,470 | 1,096 | 0.24% | 0.25% | 67 | -390 | -2.46% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 14,123 | 1,000 | 0.0% | 0.0% | 68 | +13,645 | 2854.6% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,589 | 962 | 0.02% | 0.02% | 69 | -799 | -5.55% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,895 | 913 | 0.0% | 0.0% | 70 | -9 | -0.07% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,379 | 877 | 0.0% | 0.0% | 71 | -33 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,352 | 875 | 0.0% | 0.0% | 72 | -231 | -1.84% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 12,235 | 867 | 0.04% | 0.04% | 73 | +635 | 5.47% | Q4 2025 | Feb 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 12,201 | 864 | 0.12% | 0.1% | 74 | +3,480 | 39.9% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 11,900 | 843 | 0.01% | 0.01% | 75 | -9 | -0.08% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | New | 10,915 | 773 | 0.0% | — | 76 | +10,915 | New | Q4 2025 | Feb 13, 2026 |
| Essential Planning, LLC. | History | Reduced | 10,424 | 738 | 0.24% | 0.26% | 77 | -491 | -4.5% | Q4 2025 | Jan 15, 2026 |
| Quartz Partners, LLC | History | Reduced | 10,193 | 722 | 0.27% | 0.26% | 78 | -101 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Family Capital Management, Inc. | History | No change | 10,000 | 708 | 0.31% | 0.33% | 79 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Seek First Inc. | History | Reduced | 9,679 | 685 | 0.47% | 0.49% | 80 | -131 | -1.34% | Q4 2025 | Jan 30, 2026 |
| UPTICK PARTNERS, LLC | History | New | 9,629 | 682 | 0.15% | — | 81 | +9,629 | New | Q4 2025 | Feb 02, 2026 |
| WealthPLAN Partners, LLC | History | New | 9,481 | 671 | 0.1% | — | 82 | +9,481 | New | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 9,028 | 639 | 0.04% | 0.04% | 83 | -85 | -0.93% | Q4 2025 | Jan 13, 2026 |
| Rathbones Group PLC | History | Reduced | 8,987 | 636 | 0.0% | 0.0% | 84 | -1,714 | -16.02% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,920 | 632 | 0.0% | 0.0% | 85 | -318 | -3.44% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8,816 | 624 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 8,757 | 620 | 0.26% | 0.28% | 87 | -145 | -1.63% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,693 | 616 | 0.03% | 0.03% | 88 | +11 | 0.13% | Q4 2025 | Feb 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,651 | 612 | 0.04% | 0.04% | 89 | +235 | 2.79% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,575 | 607 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advisor Resource Council | History | New | 8,293 | 601 | 0.21% | — | 91 | +8,293 | New | Q4 2025 | Feb 10, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 8,388 | 594 | 0.17% | 0.17% | 92 | -318 | -3.65% | Q4 2025 | Feb 11, 2026 |
| Berger Financial Group, Inc | History | No change | 8,129 | 576 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,815 | 553 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,438 | 527 | 0.0% | 0.0% | 95 | -3 | -0.04% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | Added to | 7,405 | 524 | 0.12% | 0.12% | 96 | +130 | 1.79% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | No change | 7,230 | 512 | 0.23% | 0.23% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | Added to | 6,845 | 492 | 0.14% | 0.14% | 98 | +68 | 1.0% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,907 | 489 | 0.0% | — | 99 | +6,907 | New | Q4 2025 | Feb 18, 2026 |
| Redwood Financial Network Corp | History | Reduced | 6,689 | 473 | 0.3% | 0.29% | 100 | -25 | -0.37% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,542 | 463 | 0.0% | 0.0% | 101 | +139 | 2.17% | Q4 2025 | Feb 18, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,407 | 454 | 0.01% | 0.01% | 102 | +28 | 0.44% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 6,088 | 431 | 0.0% | 0.0% | 103 | +2,369 | 63.7% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,964 | 422 | 0.0% | — | 104 | +5,964 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | No change | 5,925 | 419 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | No change | 5,927 | 419 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,905 | 418 | 0.03% | 0.04% | 107 | -840 | -12.45% | Q4 2025 | Jan 29, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 5,420 | 384 | 0.02% | 0.02% | 108 | -301 | -5.26% | Q4 2025 | Jan 22, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 5,216 | 369 | 0.16% | 0.17% | 109 | +17 | 0.33% | Q4 2025 | Jan 23, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 4,968 | 352 | 0.0% | 0.0% | 110 | -145 | -2.84% | Q4 2025 | Feb 17, 2026 |
| IFS Advisors, LLC | History | No change | 4,873 | 345 | 0.18% | 0.2% | 111 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,818 | 341 | 0.01% | 0.01% | 112 | +15 | 0.31% | Q4 2025 | Jan 12, 2026 |
| United Advisor Group, LLC | History | New | 4,418 | 313 | 0.04% | — | 113 | +4,418 | New | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,276 | 303 | 0.0% | 0.0% | 114 | +768 | 21.89% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,252 | 301 | 0.06% | 0.05% | 115 | +185 | 4.55% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,235 | 300 | 0.0% | 0.0% | 116 | +300 | 7.62% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Reduced | 4,210 | 298 | 0.02% | 0.02% | 117 | -79 | -1.84% | Q4 2025 | Jan 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,203 | 297 | 0.01% | 0.01% | 118 | -93 | -2.16% | Q4 2025 | Jan 13, 2026 |
| Cerity Partners LLC | History | Reduced | 4,163 | 294 | 0.0% | 0.0% | 119 | -482 | -10.38% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,054 | 287 | 0.0% | 0.0% | 120 | +182 | 4.7% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,995 | 283 | 0.0% | 0.0% | 121 | +80 | 2.04% | Q4 2025 | Jan 05, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 3,897 | 276 | 0.04% | 0.06% | 122 | -2,100 | -35.02% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,798 | 269 | 0.0% | 0.01% | 123 | -30,666 | -88.98% | Q4 2025 | Feb 05, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 3,759 | 266 | 0.15% | 0.14% | 124 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 3,730 | 264 | 0.06% | 0.05% | 125 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,572 | 253 | 0.01% | 0.01% | 126 | -92 | -2.51% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,561 | 252 | 0.01% | 0.01% | 127 | -259 | -6.78% | Q4 2025 | Feb 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,545 | 251 | 0.03% | 0.05% | 128 | -704 | -16.57% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | No change | 3,517 | 249 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,505 | 248 | 0.0% | 0.01% | 130 | +15 | 0.43% | Q4 2025 | Feb 19, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 3,160 | 223 | 0.04% | 0.03% | 131 | -40 | -1.25% | Q4 2025 | Feb 02, 2026 |
| RMR Wealth Builders | History | Reduced | 3,155 | 223 | 0.02% | 0.02% | 132 | -18 | -0.57% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,982 | 211 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,910 | 206 | 0.03% | 0.03% | 134 | +10 | 0.34% | Q4 2025 | Jan 09, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,749 | 194 | 0.13% | 0.14% | 135 | -48 | -1.72% | Q4 2025 | Jan 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,098 | 148 | 0.03% | 0.03% | 136 | -120 | -5.41% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,726 | 122 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 1,674 | 118 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,375 | 97 | 0.08% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coastline Trust Co | History | No change | 1,230 | 87 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | No change | 1,011 | 71 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 994 | 70 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 939 | 66 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | No change | 835 | 59 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 806 | 57 | 0.0% | — | 145 | +806 | New | Q4 2025 | Feb 05, 2026 |
| Advisors Preferred, LLC | History | Reduced | 758 | 53 | 0.01% | 0.01% | 146 | -430 | -36.2% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 640 | 45 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 481 | 34 | 0.0% | 0.0% | 148 | -586 | -54.92% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 280 | 19 | 0.0% | — | 149 | +280 | New | Q4 2025 | Feb 25, 2026 |
| Arax Advisory Partners | History | New | 211 | 14 | 0.0% | — | 150 | +211 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 200 | 14 | 0.0% | — | 151 | +200 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 130 | 9 | 0.0% | 0.0% | 152 | -30 | -18.75% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 111 | 7 | 0.0% | 0.0% | 154 | -13 | -10.48% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 100 | 7 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Covestor Ltd | History | No change | 96 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 81 | 5 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SHP Wealth Management | History | New | 45 | 3 | 0.0% | — | 158 | +45 | New | Q4 2025 | Mar 04, 2026 |
| Darwin Wealth Management, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -139,506 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -74,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,022 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,721 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,930 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,697 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -951 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ASSETMARK, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 23, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 21, 2025 |