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 | 889,118 | 67,380 | 0.33% | 0.26% | 1 | +166,225 | 22.99% | Q2 2026 | Jul 13, 2026 |
| UBS Group AG | History | Reduced | 526,139 | 39,872 | 0.01% | 0.01% | 2 | -53,881 | -9.29% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 469,226 | 35,559 | 0.0% | 0.0% | 3 | +9,320 | 2.03% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 464,685 | 35,215 | 0.0% | 0.0% | 4 | -29,961 | -6.06% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 461,410 | 34,967 | 0.04% | 0.04% | 5 | +22,485 | 5.12% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 446,533 | 33,839 | 0.01% | 0.01% | 6 | +17,385 | 4.05% | Q2 2026 | Aug 07, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 284,274 | 21,543 | 6.0% | 5.87% | 7 | -9,774 | -3.32% | Q2 2026 | Aug 10, 2026 |
| CPC Advisors, LLC | History | Added to | 267,688 | 20,286 | 2.74% | 2.86% | 8 | +5,379 | 2.05% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 222,376 | 16,852 | 0.02% | 0.03% | 9 | -100,438 | -31.11% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 203,578 | 15,427 | 0.07% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 192,023 | 14,552 | 1.07% | 1.04% | 11 | +360 | 0.19% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 176,452 | 13,372 | 0.06% | 0.06% | 12 | +1,431 | 0.82% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 141,949 | 10,757 | 0.05% | 0.04% | 13 | +37,452 | 35.84% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 141,724 | 10,741 | 0.0% | 0.0% | 14 | -10,500 | -6.9% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 121,786 | 9,193 | 0.0% | 0.0% | 15 | +1,789 | 1.49% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 114,836 | 8,702 | 0.0% | 0.0% | 16 | -270 | -0.23% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 114,614 | 8,685 | 0.01% | 0.01% | 17 | -26,031 | -18.51% | Q2 2026 | Aug 05, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 109,393 | 8,290 | 2.61% | 2.11% | 18 | +19,830 | 22.14% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 104,998 | 7,957 | 0.0% | 0.0% | 19 | -2,251 | -2.1% | Q2 2026 | Aug 14, 2026 |
| Provident Wealth Management, LLC | History | Added to | 101,898 | 7,722 | 1.99% | 2.02% | 20 | +2,307 | 2.32% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 84,755 | 6,423 | 0.0% | 0.0% | 21 | +395 | 0.47% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 84,335 | 6,391 | 0.04% | 0.04% | 22 | -2,541 | -2.92% | Q2 2026 | Aug 14, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 79,471 | 6,021 | 2.59% | 2.89% | 23 | -1,135 | -1.41% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 78,199 | 5,926 | 0.01% | 0.01% | 24 | -2,012 | -2.51% | Q2 2026 | Jul 27, 2026 |
| Breakwater Capital Group | History | Reduced | 77,786 | 5,894 | 0.71% | 0.72% | 25 | -2,024 | -2.54% | Q2 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 66,417 | 5,033 | 0.0% | 0.0% | 26 | +12,012 | 22.08% | Q2 2026 | Aug 14, 2026 |
| Sylvest Advisors, LLC | History | Added to | 62,150 | 4,709 | 2.12% | 2.03% | 27 | +5,256 | 9.24% | Q2 2026 | Jul 22, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 60,687 | 4,599 | 2.78% | 2.52% | 28 | -197 | -0.32% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 59,953 | 4,543 | 0.0% | 0.0% | 29 | -1,728 | -2.8% | Q2 2026 | Aug 12, 2026 |
| NewSquare Capital LLC | History | Added to | 48,657 | 3,687 | 0.27% | 0.28% | 30 | +1,383 | 2.93% | Q2 2026 | Jul 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 48,505 | 3,675 | 0.07% | 0.06% | 31 | +5,039 | 11.59% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 48,355 | 3,664 | 0.0% | 0.0% | 32 | +1,521 | 3.25% | Q2 2026 | Jul 29, 2026 |
| Roan Capital Partners | History | Added to | 47,952 | 3,633 | 3.01% | 2.73% | 33 | +3,924 | 8.91% | Q2 2026 | Jul 08, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 46,770 | 3,544 | 0.57% | 0.61% | 34 | -2,087 | -4.27% | Q2 2026 | Jul 23, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 45,015 | 3,411 | 0.4% | 0.4% | 35 | -610 | -1.34% | Q2 2026 | Jul 29, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 41,401 | 3,137 | 2.04% | 2.1% | 36 | -1,111 | -2.61% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 41,046 | 3,110 | 0.03% | 0.03% | 37 | +930 | 2.32% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,836 | 3,018 | 0.01% | 0.01% | 38 | +15,317 | 62.47% | Q2 2026 | Jul 28, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 38,393 | 2,909 | 0.11% | 0.11% | 39 | -188 | -0.49% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 37,457 | 2,838 | 0.02% | 0.02% | 40 | -2,055 | -5.2% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,465 | 2,763 | 0.0% | 0.0% | 41 | +32,237 | 762.46% | Q2 2026 | Aug 14, 2026 |
| Lauer Wealth, LLC | History | Reduced | 35,976 | 2,692 | 1.62% | 2.05% | 42 | -902 | -2.45% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,118 | 2,585 | 0.0% | 0.0% | 43 | +16,825 | 97.29% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30,660 | 2,323 | 0.0% | 0.0% | 44 | -3,829 | -11.1% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 30,322 | 2,297 | 0.0% | 0.0% | 45 | -120 | -0.39% | Q2 2026 | Aug 27, 2026 |
| L & S Advisors Inc | History | Added to | 30,276 | 2,294 | 0.24% | 0.25% | 46 | +360 | 1.2% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | Added to | 29,160 | 2,093 | 0.01% | 0.0% | 47 | +15,242 | 109.51% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 27,447 | 2,080 | 0.02% | 0.01% | 48 | +8,345 | 43.69% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 24,478 | 1,855 | 0.07% | 0.07% | 49 | -267 | -1.08% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,555 | 1,785 | 0.0% | 0.0% | 50 | -6,935 | -22.75% | Q2 2026 | Sep 02, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 22,676 | 1,718 | 1.34% | 1.3% | 51 | -150 | -0.66% | Q2 2026 | Aug 11, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 21,066 | 1,596 | 0.55% | 0.56% | 52 | -819 | -3.74% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | No change | 20,925 | 1,567 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 20,169 | 1,528 | 0.01% | 0.02% | 54 | -4,586 | -18.53% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 19,317 | 1,463 | 0.0% | 0.0% | 55 | -60 | -0.31% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,392 | 1,394 | 0.0% | 0.0% | 56 | -2,900 | -13.62% | Q2 2026 | Aug 05, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 17,434 | 1,321 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Reduced | 16,290 | 1,234 | 0.01% | 0.02% | 58 | -1,301 | -7.4% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | No change | 16,165 | 1,225 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,651 | 1,111 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centric Wealth Management | History | Added to | 14,140 | 1,055 | 0.16% | 0.1% | 61 | +7,080 | 100.28% | Q2 2026 | Aug 06, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 13,382 | 1,014 | 0.07% | 0.09% | 62 | -2,238 | -14.33% | Q2 2026 | Jul 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 12,490 | 946 | 0.08% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Dedication, LLC | History | No change | 11,963 | 906 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | No change | 11,866 | 899 | 0.24% | 0.24% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | No change | 12,555 | 843 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 11,080 | 840 | 0.53% | 0.52% | 67 | +65 | 0.59% | Q2 2026 | Jul 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 10,945 | 829 | 0.34% | 0.36% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,667 | 808 | 0.0% | 0.0% | 69 | +202 | 1.93% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,428 | 790 | 0.03% | 0.04% | 71 | -4,166 | -28.55% | Q2 2026 | Aug 14, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 10,471 | 790 | 0.4% | 0.4% | 70 | +25 | 0.24% | Q2 2026 | Jul 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,005 | 758 | 0.0% | 0.01% | 72 | -1,175 | -10.51% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 9,050 | 685 | 0.0% | 0.0% | 73 | +872 | 10.66% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 9,021 | 683 | 0.06% | 0.07% | 74 | -589 | -6.13% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,570 | 643 | 0.0% | 0.0% | 75 | -305 | -3.44% | Q2 2026 | Jul 15, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 8,366 | 634 | 0.18% | 0.19% | 76 | -507 | -5.71% | Q2 2026 | Aug 03, 2026 |
| Envision Financial LLC | History | Added to | 8,368 | 634 | 0.29% | 0.3% | 77 | +7 | 0.08% | Q2 2026 | Jul 10, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 7,870 | 596 | 0.35% | 0.37% | 78 | -303 | -3.71% | Q2 2026 | Jul 15, 2026 |
| PSI Advisors, LLC | History | Reduced | 7,331 | 555 | 0.13% | 0.12% | 79 | -225 | -2.98% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,975 | 528 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,927 | 524 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CVA Family Office, LLC | History | Reduced | 6,912 | 523 | 0.05% | 0.05% | 82 | -399 | -5.46% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,682 | 506 | 0.0% | 0.0% | 83 | -110 | -1.62% | Q2 2026 | Aug 11, 2026 |
| Team Financial Group, LLC | History | Added to | 6,576 | 498 | 0.21% | 0.2% | 84 | +18 | 0.27% | Q2 2026 | Jul 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,423 | 486 | 0.0% | 0.0% | 85 | -31 | -0.48% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,313 | 478 | 0.0% | 0.0% | 86 | -3,076 | -32.76% | Q2 2026 | Aug 19, 2026 |
| Sargent Investment Group, LLC | History | No change | 6,075 | 460 | 0.06% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| S.A. Mason LLC | History | No change | 6,079 | 460 | 0.14% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,013 | 455 | 0.0% | 0.01% | 89 | -11,561 | -65.78% | Q2 2026 | Jul 20, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,784 | 438 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgelight Financial Advisors, Inc. | History | Added to | 5,659 | 428 | 0.29% | 0.32% | 91 | +18 | 0.32% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,577 | 422 | 0.0% | 0.0% | 92 | -159 | -2.77% | Q2 2026 | Aug 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 5,538 | 419 | 0.06% | 0.06% | 93 | -130 | -2.29% | Q2 2026 | Jul 21, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 5,484 | 415 | 0.01% | 0.01% | 94 | +26 | 0.48% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 5,424 | 411 | 0.01% | 0.02% | 95 | +47 | 0.87% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | New | 5,394 | 408 | 0.0% | — | 96 | +5,394 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,346 | 405 | 0.02% | 0.02% | 97 | -89 | -1.64% | Q2 2026 | Jul 22, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,207 | 394 | 0.0% | 0.01% | 98 | -1,186 | -18.55% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,149 | 390 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,912 | 372 | 0.0% | 0.0% | 100 | -58 | -1.17% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,904 | 371 | 0.01% | 0.01% | 101 | +4 | 0.08% | Q2 2026 | Jul 09, 2026 |
| VICUS CAPITAL | History | Reduced | 4,877 | 369 | 0.02% | 0.02% | 102 | -20 | -0.41% | Q2 2026 | Aug 05, 2026 |
| FULTON BANK, N.A. | History | No change | 4,698 | 356 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Midwest Trust Co | History | Reduced | 4,483 | 339 | 0.0% | 0.0% | 104 | -31 | -0.69% | Q2 2026 | Aug 04, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 4,317 | 327 | 0.12% | 0.13% | 105 | -138 | -3.1% | Q2 2026 | Jul 21, 2026 |
| Mariner, LLC | History | Reduced | 4,254 | 322 | 0.0% | 0.0% | 106 | -150 | -3.41% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | New | 4,226 | 320 | 0.01% | — | 107 | +4,226 | New | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,191 | 317 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,170 | 316 | 0.0% | 0.0% | 109 | -1,292 | -23.65% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 4,124 | 312 | 0.0% | 0.0% | 110 | +132 | 3.31% | Q2 2026 | Aug 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 4,091 | 310 | 0.09% | 0.11% | 111 | -469 | -10.29% | Q2 2026 | Jul 24, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 4,045 | 306 | 0.05% | 0.05% | 112 | -5 | -0.12% | Q2 2026 | Jul 29, 2026 |
| Stanich Group LLC | History | Reduced | 3,973 | 301 | 0.19% | 0.21% | 113 | -70 | -1.73% | Q2 2026 | Jul 16, 2026 |
| RiverFront Investment Group, LLC | History | New | 3,962 | 300 | 0.0% | — | 114 | +3,962 | New | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Reduced | 3,953 | 299 | 0.0% | 0.0% | 115 | -126 | -3.09% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,922 | 297 | 0.02% | 0.02% | 116 | +85 | 2.22% | Q2 2026 | Jul 27, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 3,916 | 296 | 0.07% | — | 117 | +3,916 | New | Q2 2026 | Jul 30, 2026 |
| IF Advisors, LLC | History | No change | 3,765 | 285 | 0.19% | 0.18% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 3,745 | 283 | 0.0% | — | 119 | +3,745 | New | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,732 | 282 | 0.09% | 0.09% | 120 | -239 | -6.02% | Q2 2026 | Aug 14, 2026 |
| Financial Insights, Inc. | History | No change | 3,563 | 270 | 0.07% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,588 | 269 | 0.0% | 0.0% | 122 | +234 | 6.98% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 3,472 | 263 | 0.01% | 0.01% | 123 | -64 | -1.81% | Q2 2026 | Aug 07, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 3,450 | 261 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,420 | 259 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 3,410 | 258 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,377 | 255 | 0.04% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,345 | 253 | 0.01% | 0.0% | 128 | +213 | 6.8% | Q2 2026 | Jul 29, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 3,300 | 250 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 3,240 | 245 | 0.17% | 0.18% | 130 | -100 | -2.99% | Q2 2026 | Jul 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,221 | 244 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | New | 3,198 | 242 | 0.0% | — | 132 | +3,198 | New | Q2 2026 | Aug 13, 2026 |
| Align Financial, LLC | History | No change | 3,103 | 235 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 3,085 | 233 | 0.03% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 3,000 | 227 | 0.12% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,995 | 226 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 2,842 | 215 | 0.02% | 0.04% | 137 | -1,948 | -40.67% | Q2 2026 | Jul 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,825 | 214 | 0.04% | — | 138 | +2,825 | New | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,735 | 207 | 0.0% | — | 139 | +2,735 | New | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,728 | 205 | 0.0% | — | 140 | +2,728 | New | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,642 | 200 | 0.0% | — | 141 | +2,642 | New | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,370 | 179 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,173 | 164 | 0.0% | — | 143 | +2,173 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 2,388 | 160 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,106 | 159 | 0.0% | 0.0% | 145 | -61 | -2.81% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,094 | 158 | 0.0% | 0.0% | 146 | -41 | -1.92% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,955 | 148 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investors Research Corp | History | No change | 1,799 | 136 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Allworth Financial LP | History | Added to | 1,739 | 131 | 0.0% | 0.0% | 149 | +966 | 124.97% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,705 | 129 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,640 | 124 | 0.0% | 0.0% | 151 | -920 | -35.94% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,532 | 116 | 0.0% | 0.0% | 152 | +5 | 0.33% | Q2 2026 | Aug 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,354 | 102 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,232 | 93 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Horizons Wealth Management | History | No change | 1,233 | 82 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,050 | 79 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 1,008 | 76 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 900 | 67 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 788 | 59 | 0.0% | 0.0% | 159 | +48 | 6.49% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 744 | 56 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 719 | 54 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NFSG Corp | History | No change | 632 | 47 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPG Wealth Management LLC | History | New | 569 | 43 | 0.01% | — | 163 | +569 | New | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 547 | 41 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 554 | 41 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | New | 465 | 35 | 0.0% | — | 166 | +465 | New | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | New | 455 | 34 | 0.0% | — | 167 | +455 | New | Q2 2026 | Aug 06, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 440 | 33 | 0.01% | 0.01% | 168 | -10 | -2.22% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | New | 400 | 30 | 0.0% | — | 169 | +400 | New | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | Reduced | 368 | 27 | 0.07% | 0.04% | 170 | -7,802 | -95.5% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | New | 343 | 25 | 0.0% | — | 171 | +343 | New | Q2 2026 | Jul 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 306 | 23 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 291 | 22 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | New | 228 | 17 | 0.0% | — | 175 | +228 | New | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 228 | 17 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 200 | 15 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 175 | 13 | 0.01% | — | 177 | +175 | New | Q2 2026 | Aug 04, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 162 | 12 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Johnson Financial Group, Inc. | History | No change | 153 | 11 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 110 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 92 | 6 | 0.0% | — | 184 | +92 | New | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | Added to | 84 | 6 | 0.0% | 0.0% | 183 | +44 | 110.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 85 | 6 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 60 | 4 | 0.0% | — | 185 | +60 | New | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Operose Advisors LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -32,465 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,114 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,069 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Advocates LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |