WisdomTree Trust - EZM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVENPORT & Co LLC | History | Added to | 722,893 | 48,592 | 0.26% | 0.22% | 1 | +103,243 | 16.66% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Reduced | 580,020 | 38,988 | 0.01% | 0.01% | 2 | -23,506 | -3.89% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 494,646 | 33,250 | 0.0% | 0.0% | 3 | -11,196 | -2.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 459,906 | 30,914 | 0.0% | 0.0% | 4 | +628 | 0.14% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 438,925 | 29,504 | 0.04% | 0.03% | 5 | +63,990 | 17.07% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 429,148 | 28,847 | 0.01% | 0.0% | 6 | +179,673 | 72.02% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 322,814 | 21,699 | 0.03% | 0.03% | 7 | -9,819 | -2.95% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 294,048 | 19,765 | 5.87% | 5.86% | 8 | -7,471 | -2.48% | Q1 2026 | Apr 22, 2026 |
| CPC Advisors, LLC | History | Added to | 262,309 | 17,632 | 2.86% | 1.72% | 9 | +6,843 | 2.68% | Q1 2026 | Apr 16, 2026 |
| IEQ CAPITAL, LLC | History | No change | 203,578 | 13,684 | 0.06% | 0.04% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 191,663 | 12,883 | 1.04% | 1.03% | 11 | +7,268 | 3.94% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 175,021 | 11,764 | 0.06% | 0.05% | 12 | +1,391 | 0.8% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 152,224 | 10,232 | 0.0% | 0.0% | 13 | +20,205 | 15.3% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 140,645 | 9,454 | 0.01% | 0.01% | 14 | -15,435 | -9.89% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 119,997 | 7,855 | 0.0% | 0.0% | 15 | -897 | -0.74% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 115,106 | 7,737 | 0.0% | 0.0% | 16 | +23,451 | 25.59% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 107,249 | 7,209 | 0.0% | 0.0% | 17 | -42,271 | -28.27% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 104,497 | 7,024 | 0.04% | 0.04% | 18 | +131 | 0.13% | Q1 2026 | May 08, 2026 |
| Provident Wealth Management, LLC | History | Added to | 99,591 | 6,694 | 2.02% | 1.95% | 19 | +1,142 | 1.16% | Q1 2026 | Apr 17, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 89,563 | 6,020 | 2.11% | 1.66% | 20 | +18,934 | 26.81% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 86,876 | 5,839 | 0.04% | 0.04% | 21 | -66 | -0.08% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 84,360 | 5,670 | 0.0% | 0.0% | 22 | -1,576 | -1.83% | Q1 2026 | May 04, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 80,606 | 5,418 | 2.89% | 2.94% | 23 | -4,185 | -4.94% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 80,211 | 5,392 | 0.01% | 0.01% | 24 | -1,333 | -1.63% | Q1 2026 | Apr 30, 2026 |
| Breakwater Capital Group | History | Reduced | 79,810 | 5,364 | 0.72% | 0.75% | 25 | -310 | -0.39% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,681 | 4,146 | 0.0% | 0.0% | 26 | -2,699 | -4.19% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 60,884 | 4,092 | 2.52% | 2.76% | 27 | -32 | -0.05% | Q1 2026 | May 05, 2026 |
| Sylvest Advisors, LLC | History | Added to | 56,894 | 3,824 | 2.03% | 1.75% | 28 | +7,863 | 16.04% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 54,405 | 3,652 | 0.0% | 0.0% | 29 | +6,509 | 13.59% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 48,857 | 3,284 | 0.61% | 0.61% | 30 | -895 | -1.8% | Q1 2026 | Apr 27, 2026 |
| NewSquare Capital LLC | History | Added to | 47,274 | 3,177 | 0.28% | 0.27% | 31 | +2,025 | 4.48% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 46,834 | 3,148 | 0.0% | 0.0% | 32 | -17 | -0.04% | Q1 2026 | Apr 27, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 45,625 | 3,066 | 0.4% | 0.42% | 33 | -85 | -0.19% | Q1 2026 | May 12, 2026 |
| Roan Capital Partners | History | New | 44,028 | 2,959 | 2.73% | — | 34 | +44,028 | New | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 43,466 | 2,921 | 0.06% | 0.05% | 35 | +8,129 | 23.0% | Q1 2026 | Apr 17, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 42,512 | 2,857 | 2.1% | 2.18% | 36 | -829 | -1.91% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 40,116 | 2,696 | 0.03% | — | 37 | +40,116 | New | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 39,512 | 2,639 | 0.02% | 0.04% | 38 | -53,789 | -57.65% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 38,581 | 2,593 | 0.11% | 0.11% | 39 | -460 | -1.18% | Q1 2026 | Apr 21, 2026 |
| Lauer Wealth, LLC | History | Added to | 36,878 | 2,568 | 2.05% | 1.87% | 40 | +464 | 1.27% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,489 | 2,318 | 0.0% | 0.0% | 41 | +4,050 | 13.31% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,465 | 2,182 | 0.0% | 0.0% | 42 | +2,401 | 7.99% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 30,490 | 2,049 | 0.0% | — | 43 | +30,490 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | No change | 30,442 | 2,046 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| L & S Advisors Inc | History | Added to | 29,916 | 2,010 | 0.25% | 0.18% | 45 | +612 | 2.09% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 24,755 | 1,664 | 0.02% | 0.02% | 46 | -148 | -0.59% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 24,745 | 1,663 | 0.07% | 0.08% | 47 | +1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,519 | 1,648 | 0.01% | 0.01% | 48 | +3,744 | 18.02% | Q1 2026 | Apr 30, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 22,826 | 1,534 | 1.3% | 1.28% | 49 | -40 | -0.17% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | No change | 20,925 | 1,509 | 0.02% | 0.03% | 50 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 21,885 | 1,471 | 0.56% | 0.61% | 51 | -2,592 | -10.59% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,292 | 1,431 | 0.0% | 0.0% | 52 | -5,865 | -21.6% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 19,377 | 1,302 | 0.0% | 0.0% | 53 | +18,655 | 2583.8% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,102 | 1,284 | 0.01% | 0.01% | 54 | -64 | -0.33% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 17,591 | 1,182 | 0.02% | 0.02% | 55 | -83 | -0.47% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,574 | 1,181 | 0.01% | 0.01% | 56 | -3,170 | -15.28% | Q1 2026 | Apr 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 17,434 | 1,171 | 0.05% | 0.06% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 17,293 | 1,162 | 0.0% | 0.0% | 58 | -304 | -1.73% | Q1 2026 | May 14, 2026 |
| RVW Wealth, LLC | History | No change | 16,165 | 1,086 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 15,620 | 1,049 | 0.09% | 0.08% | 60 | +1,536 | 10.91% | Q1 2026 | Apr 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,651 | 985 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 14,594 | 981 | 0.04% | 0.04% | 62 | +883 | 6.44% | Q1 2026 | May 19, 2026 |
| Savant Capital, LLC | History | Added to | 13,918 | 935 | 0.0% | 0.0% | 63 | +1,918 | 15.98% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Reduced | 12,555 | 843 | 0.01% | 0.02% | 64 | -1,953 | -13.46% | Q1 2026 | Apr 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 12,490 | 839 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 11,963 | 804 | 0.06% | 0.05% | 66 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Sensible Money, LLC | History | No change | 11,866 | 797 | 0.24% | 0.25% | 67 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,180 | 751 | 0.01% | 0.01% | 68 | -598 | -5.08% | Q1 2026 | May 15, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 11,015 | 736 | 0.52% | 0.48% | 69 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 10,945 | 735 | 0.36% | 0.35% | 70 | +50 | 0.46% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,465 | 703 | 0.0% | 0.0% | 71 | -80 | -0.76% | Q1 2026 | May 07, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 10,446 | 684 | 0.4% | 0.38% | 72 | +21 | 0.2% | Q1 2026 | Apr 01, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 9,610 | 645 | 0.07% | 0.07% | 73 | +2 | 0.02% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,389 | 631 | 0.0% | 0.0% | 74 | -4,004 | -29.9% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,875 | 600 | 0.0% | 0.0% | 75 | +23 | 0.26% | Q1 2026 | Apr 08, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 8,873 | 596 | 0.19% | 0.18% | 76 | -397 | -4.28% | Q1 2026 | Apr 28, 2026 |
| Envision Financial LLC | History | Reduced | 8,361 | 562 | 0.3% | 0.32% | 77 | -685 | -7.57% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | Added to | 8,170 | 549 | 0.04% | 0.07% | 79 | +2,105 | 34.71% | Q1 2026 | Apr 28, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 8,173 | 549 | 0.37% | 0.38% | 80 | +20 | 0.25% | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | No change | 8,178 | 549 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PSI Advisors, LLC | History | No change | 7,556 | 507 | 0.12% | 0.13% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centric Wealth Management | History | Added to | 7,060 | 504 | 0.1% | 0.1% | 82 | +17 | 0.24% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | Added to | 7,311 | 491 | 0.05% | 0.06% | 83 | +1 | 0.01% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,975 | 468 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,927 | 465 | 0.0% | 0.0% | 85 | +102 | 1.49% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,792 | 456 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Team Financial Group, LLC | History | Reduced | 6,558 | 440 | 0.2% | 0.2% | 87 | -95 | -1.43% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,454 | 433 | 0.0% | 0.0% | 88 | -70 | -1.07% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | Added to | 6,393 | 429 | 0.01% | 0.01% | 89 | +17 | 0.27% | Q1 2026 | Apr 08, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 6,075 | 408 | 0.05% | 0.06% | 90 | -1,500 | -19.8% | Q1 2026 | May 11, 2026 |
| S.A. Mason LLC | History | No change | 6,079 | 408 | 0.15% | 0.16% | 91 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,784 | 388 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,736 | 385 | 0.0% | 0.0% | 93 | -597 | -9.43% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 5,668 | 381 | 0.06% | 0.07% | 94 | -886 | -13.52% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,462 | 367 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 5,458 | 366 | 0.01% | 0.01% | 96 | -222 | -3.91% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,435 | 365 | 0.02% | 0.02% | 97 | -316 | -5.49% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,377 | 361 | 0.02% | — | 98 | +5,377 | New | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,149 | 346 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,970 | 334 | 0.0% | 0.0% | 100 | -188 | -3.64% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,900 | 329 | 0.01% | 0.01% | 102 | +280 | 6.06% | Q1 2026 | Apr 14, 2026 |
| VICUS CAPITAL | History | Reduced | 4,897 | 329 | 0.02% | 0.02% | 101 | -22 | -0.45% | Q1 2026 | Apr 22, 2026 |
| RTD Financial Advisors, Inc. | History | New | 4,790 | 321 | 0.04% | — | 103 | +4,790 | New | Q1 2026 | Apr 10, 2026 |
| FULTON BANK, N.A. | History | No change | 4,698 | 315 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Colonial River Investments, LLC | History | New | 4,560 | 306 | 0.11% | — | 105 | +4,560 | New | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | No change | 4,514 | 303 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 4,455 | 299 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | No change | 4,404 | 296 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,228 | 284 | 0.0% | 0.0% | 109 | +103 | 2.5% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,191 | 281 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 4,079 | 274 | 0.0% | 0.0% | 111 | +129 | 3.27% | Q1 2026 | May 14, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 4,050 | 272 | 0.05% | 0.05% | 112 | -637 | -13.59% | Q1 2026 | Apr 23, 2026 |
| Stanich Group LLC | History | Reduced | 4,043 | 271 | 0.21% | 0.21% | 113 | -43 | -1.05% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 3,992 | 268 | 0.0% | 0.0% | 114 | +329 | 8.98% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,971 | 266 | 0.09% | 0.09% | 115 | -65 | -1.61% | Q1 2026 | Apr 24, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,837 | 257 | 0.02% | 0.02% | 116 | +305 | 8.64% | Q1 2026 | Apr 27, 2026 |
| IF Advisors, LLC | History | No change | 3,765 | 253 | 0.18% | 0.2% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,377 | 243 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Insights, Inc. | History | No change | 3,563 | 239 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,536 | 237 | 0.01% | 0.01% | 120 | +10 | 0.28% | Q1 2026 | May 07, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 3,450 | 231 | 0.08% | 0.07% | 121 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | New | 3,420 | 229 | 0.0% | — | 123 | +3,420 | New | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 3,410 | 229 | 0.01% | 0.01% | 122 | -206 | -5.7% | Q1 2026 | Apr 20, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 3,340 | 225 | 0.18% | 0.19% | 124 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 3,300 | 221 | 0.07% | — | 126 | +3,300 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,354 | 221 | 0.0% | 0.0% | 125 | +525 | 18.56% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,221 | 216 | 0.0% | — | 127 | +3,221 | New | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,132 | 210 | 0.0% | 0.01% | 128 | -189 | -5.69% | Q1 2026 | May 11, 2026 |
| Align Financial, LLC | History | Reduced | 3,103 | 208 | 0.12% | 0.12% | 129 | -204,177 | -98.5% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 3,085 | 207 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,995 | 201 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 3,000 | 201 | 0.11% | 0.1% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 2,560 | 172 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,388 | 160 | 0.0% | 0.0% | 134 | +5 | 0.21% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,370 | 159 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| COMERICA BANK | History | No change | 2,250 | 150 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,167 | 146 | 0.0% | 0.0% | 137 | +1,878 | 649.83% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,135 | 143 | 0.0% | — | 138 | +2,135 | New | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | No change | 1,955 | 131 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Reduced | 1,799 | 120 | 0.02% | 0.08% | 140 | -4,671 | -72.19% | Q1 2026 | Apr 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,705 | 114 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,527 | 103 | 0.0% | 0.0% | 142 | +13 | 0.86% | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,354 | 91 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,232 | 83 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Horizons Wealth Management | History | No change | 1,233 | 82 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Advisory Services Network, LLC | History | New | 1,114 | 74 | 0.0% | — | 146 | +1,114 | New | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | No change | 1,069 | 71 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,050 | 70 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | No change | 1,008 | 67 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 900 | 61 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 773 | 51 | 0.0% | 0.0% | 151 | +269 | 53.37% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 744 | 50 | 0.0% | — | 152 | +744 | New | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 740 | 49 | 0.0% | 0.0% | 153 | -1 | -0.13% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 719 | 48 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | No change | 632 | 42 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 554 | 37 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 547 | 36 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 450 | 30 | 0.01% | 0.01% | 158 | -7 | -1.53% | Q1 2026 | Apr 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 400 | 26 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 306 | 20 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 291 | 19 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 228 | 15 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 200 | 13 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 162 | 10 | 0.0% | — | 166 | +162 | New | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 150 | 10 | 0.0% | — | 165 | +150 | New | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 153 | 10 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 110 | 7 | 0.0% | — | 168 | +110 | New | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 117 | 7 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 92 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 85 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ransom Advisory, Ltd | History | No change | 68 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quent Capital, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 2.18% | — | -43,341 | -100.0% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -19,404 | -100.0% | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,927 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,383 | -100.0% | Q1 2026 | May 12, 2026 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,076 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -353 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |