WisdomTree Trust - EZM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 207,280 | 207,280 | 0.12% | — | 1 | +207,280 | New | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 619,650 | 41,392 | 0.22% | 0.2% | 2 | +52,338 | 9.23% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Reduced | 603,526 | 40,315 | 0.01% | 0.01% | 3 | -10,327 | -1.68% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 505,842 | 33,790 | 0.0% | 0.0% | 4 | -2,500 | -0.49% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 459,278 | 30,679 | 0.0% | 0.0% | 5 | -3,401 | -0.74% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 374,935 | 25,045 | 0.03% | 0.03% | 6 | -15,616 | -4.0% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 332,633 | 22,219 | 0.03% | 0.03% | 7 | +7,930 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 301,519 | 20,141 | 5.86% | 5.45% | 8 | -11,028 | -3.53% | Q4 2025 | Feb 06, 2026 |
| CPC Advisors, LLC | History | Added to | 255,466 | 17,065 | 1.72% | 1.39% | 9 | +55,633 | 27.84% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Reduced | 249,475 | 16,664 | 0.0% | 0.02% | 10 | -720,772 | -74.29% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 203,578 | 13,599 | 0.04% | 0.04% | 11 | -1,515 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 184,395 | 12,317 | 1.03% | 1.01% | 12 | +4,406 | 2.45% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 173,630 | 11,598 | 0.05% | 0.05% | 13 | +8,289 | 5.01% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 156,080 | 10,426 | 0.01% | 0.01% | 14 | -2,355 | -1.49% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 149,520 | 9,987 | 0.0% | 0.0% | 15 | +8,597 | 6.1% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 132,019 | 8,819 | 0.0% | — | 16 | +132,019 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 120,894 | 8,075 | 0.0% | 0.0% | 17 | -3,554 | -2.86% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 104,366 | 6,971 | 0.04% | 0.05% | 18 | -18,183 | -14.84% | Q4 2025 | Feb 12, 2026 |
| Provident Wealth Management, LLC | History | Added to | 98,449 | 6,576 | 1.95% | 1.89% | 19 | +3,777 | 3.99% | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 93,301 | 6,232 | 0.04% | 0.04% | 20 | +2,972 | 3.29% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 91,655 | 6,122 | 0.0% | 0.0% | 21 | -3,959 | -4.14% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 86,942 | 5,807 | 0.04% | — | 22 | +86,942 | New | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 85,936 | 5,740 | 0.0% | 0.0% | 23 | -288 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 84,791 | 5,664 | 2.94% | 2.94% | 24 | +4,813 | 6.02% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 81,544 | 5,447 | 0.01% | 0.01% | 25 | +526 | 0.65% | Q4 2025 | Feb 05, 2026 |
| Breakwater Capital Group | History | Reduced | 80,120 | 5,352 | 0.75% | 0.92% | 26 | -14,142 | -15.0% | Q4 2025 | Jan 09, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 70,629 | 4,931 | 1.66% | 1.91% | 27 | -12,215 | -14.74% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 64,380 | 4,300 | 0.0% | 0.01% | 28 | -6,882 | -9.66% | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 60,916 | 4,069 | 2.76% | — | 29 | +60,916 | New | Q4 2025 | Feb 12, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 49,752 | 3,323 | 0.61% | 0.72% | 30 | -8,030 | -13.9% | Q4 2025 | Jan 26, 2026 |
| Sylvest Advisors, LLC | History | Added to | 49,031 | 3,275 | 1.75% | 1.56% | 31 | +4,858 | 11.0% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 47,896 | 3,195 | 0.0% | 0.0% | 32 | +6,266 | 15.05% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 46,851 | 3,129 | 0.0% | 0.01% | 33 | -19,240 | -29.11% | Q4 2025 | Feb 12, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 45,710 | 3,053 | 0.42% | 0.43% | 34 | -650 | -1.4% | Q4 2025 | Jan 21, 2026 |
| NewSquare Capital LLC | History | Added to | 45,249 | 3,022 | 0.27% | 0.18% | 35 | +4,456 | 10.92% | Q4 2025 | Feb 17, 2026 |
| Westwood Wealth Management | History | New | 43,341 | 2,895 | 2.18% | — | 36 | +43,341 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 43,341 | 2,895 | 2.18% | 2.39% | 37 | -2,372 | -5.19% | Q4 2025 | Jan 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 39,041 | 2,607 | 0.11% | 0.11% | 38 | -311 | -0.79% | Q4 2025 | Jan 27, 2026 |
| Lauer Wealth, LLC | History | Reduced | 36,414 | 2,520 | 1.87% | 1.71% | 39 | -191 | -0.52% | Q4 2025 | Jan 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 35,337 | 2,360 | 0.05% | 0.04% | 40 | +3,629 | 11.45% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,439 | 2,033 | 0.0% | 0.0% | 41 | +3,636 | 13.57% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,442 | 2,033 | 0.0% | 0.0% | 42 | +817 | 2.76% | Q4 2025 | Mar 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 30,064 | 2,008 | 0.0% | 0.0% | 43 | +16,449 | 120.82% | Q4 2025 | Feb 10, 2026 |
| L & S Advisors Inc | History | Reduced | 29,304 | 1,957 | 0.18% | 0.19% | 44 | -219 | -0.74% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 27,157 | 1,814 | 0.0% | 0.0% | 45 | -3,264 | -10.73% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 24,903 | 1,663 | 0.02% | 0.02% | 46 | -32 | -0.13% | Q4 2025 | Jan 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 24,744 | 1,652 | 0.08% | 0.07% | 47 | -599 | -2.36% | Q4 2025 | Jan 21, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 24,477 | 1,635 | 0.61% | 0.8% | 48 | -6,080 | -19.9% | Q4 2025 | Jan 21, 2026 |
| Ridge Creek Global, Inc | History | New | 22,866 | 1,527 | 1.28% | — | 49 | +22,866 | New | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | No change | 20,925 | 1,397 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,775 | 1,387 | 0.01% | 0.01% | 51 | +1,221 | 6.24% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 20,744 | 1,385 | 0.01% | — | 52 | +20,744 | New | Q4 2025 | Jan 26, 2026 |
| Foster Group, Inc. | History | Added to | 19,404 | 1,296 | 0.04% | 0.04% | 53 | +76 | 0.39% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 19,166 | 1,280 | 0.01% | — | 54 | +19,166 | New | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 17,674 | 1,180 | 0.02% | 0.02% | 55 | -750 | -4.07% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,597 | 1,175 | 0.0% | 0.0% | 56 | +195 | 1.12% | Q4 2025 | Mar 16, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 17,434 | 1,164 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RVW Wealth, LLC | History | No change | 16,165 | 1,079 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,651 | 979 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Reduced | 14,508 | 969 | 0.02% | 0.02% | 60 | -40 | -0.27% | Q4 2025 | Mar 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 14,084 | 940 | 0.08% | 0.09% | 61 | -1,166 | -7.65% | Q4 2025 | Jan 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 13,711 | 915 | 0.04% | 0.05% | 62 | -209 | -1.5% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,393 | 894 | 0.0% | 0.0% | 63 | +8,672 | 183.69% | Q4 2025 | Feb 18, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 12,490 | 834 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Savant Capital, LLC | History | No change | 12,000 | 801 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | No change | 11,963 | 799 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sensible Money, LLC | History | No change | 11,866 | 792 | 0.25% | 0.27% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,778 | 786 | 0.01% | 0.01% | 68 | -658 | -5.29% | Q4 2025 | Feb 17, 2026 |
| Aurora Private Wealth, Inc. | History | New | 11,015 | 736 | 0.48% | — | 69 | +11,015 | New | Q4 2025 | Feb 02, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 10,895 | 727 | 0.35% | 0.35% | 70 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,545 | 704 | 0.0% | 0.0% | 71 | +196 | 1.89% | Q4 2025 | Feb 10, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 10,425 | 696 | 0.38% | 0.39% | 72 | -399 | -3.69% | Q4 2025 | Jan 02, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 9,608 | 641 | 0.07% | 0.08% | 73 | +2 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 9,270 | 619 | 0.18% | 0.2% | 74 | -969 | -9.46% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,852 | 610 | 0.0% | 0.0% | 75 | +5 | 0.06% | Q4 2025 | Jan 08, 2026 |
| Envision Financial LLC | History | Added to | 9,046 | 604 | 0.32% | 0.34% | 76 | +11 | 0.12% | Q4 2025 | Jan 07, 2026 |
| HRT FINANCIAL LP | History | New | 8,927 | 596 | 0.0% | — | 77 | +8,927 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 8,178 | 546 | 0.0% | 0.0% | 78 | -630 | -7.15% | Q4 2025 | Feb 17, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 8,153 | 544 | 0.38% | 0.41% | 79 | -55 | -0.67% | Q4 2025 | Jan 23, 2026 |
| Sargent Investment Group, LLC | History | New | 7,575 | 506 | 0.06% | — | 80 | +7,575 | New | Q4 2025 | Feb 13, 2026 |
| PSI Advisors, LLC | History | Reduced | 7,556 | 504 | 0.13% | 0.13% | 81 | -119 | -1.55% | Q4 2025 | Feb 09, 2026 |
| Centric Wealth Management | History | Added to | 7,043 | 490 | 0.1% | 0.1% | 82 | +25 | 0.36% | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | Added to | 7,310 | 488 | 0.06% | 0.06% | 83 | +1 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,975 | 465 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,825 | 455 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,792 | 453 | 0.0% | 0.0% | 86 | +284 | 4.36% | Q4 2025 | Feb 17, 2026 |
| Team Financial Group, LLC | History | Reduced | 6,653 | 444 | 0.2% | 0.21% | 87 | -273 | -3.94% | Q4 2025 | Jan 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 6,554 | 437 | 0.07% | — | 88 | +6,554 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,524 | 435 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Reduced | 6,470 | 432 | 0.08% | 0.08% | 90 | -74 | -1.13% | Q4 2025 | Jan 06, 2026 |
| Composition Wealth, LLC | History | Added to | 6,376 | 425 | 0.01% | 0.01% | 91 | +25 | 0.39% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,333 | 423 | 0.0% | 0.0% | 92 | +6 | 0.09% | Q4 2025 | Feb 13, 2026 |
| S.A. Mason LLC | History | No change | 6,079 | 406 | 0.16% | 0.18% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Golden State Equity Partners | History | New | 6,065 | 405 | 0.07% | — | 94 | +6,065 | New | Q4 2025 | Jan 29, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,784 | 386 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 5,751 | 384 | 0.02% | 0.02% | 96 | +18 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 5,680 | 379 | 0.01% | 0.01% | 97 | -596 | -9.5% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,462 | 364 | 0.0% | 0.0% | 98 | -87 | -1.57% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,158 | 344 | 0.0% | 0.0% | 99 | -179 | -3.35% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,149 | 343 | 0.0% | 0.01% | 100 | +100 | 1.98% | Q4 2025 | Feb 09, 2026 |
| VICUS CAPITAL | History | Reduced | 4,919 | 328 | 0.02% | 0.02% | 101 | -52 | -1.05% | Q4 2025 | Jan 22, 2026 |
| FULTON BANK, N.A. | History | New | 4,698 | 313 | 0.01% | — | 102 | +4,698 | New | Q4 2025 | Jan 08, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 4,687 | 313 | 0.05% | 0.05% | 103 | +2 | 0.04% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,620 | 308 | 0.01% | 0.0% | 104 | +1,053 | 29.52% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | Added to | 4,514 | 301 | 0.0% | 0.0% | 105 | +305 | 7.25% | Q4 2025 | Feb 04, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 4,455 | 297 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | No change | 4,404 | 294 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,191 | 279 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,125 | 275 | 0.0% | 0.0% | 109 | -26,497 | -86.53% | Q4 2025 | Feb 17, 2026 |
| Stanich Group LLC | History | Reduced | 4,086 | 272 | 0.21% | 0.17% | 110 | -31 | -0.75% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | New | 3,950 | 263 | 0.0% | — | 111 | +3,950 | New | Q4 2025 | Feb 13, 2026 |
| IF Advisors, LLC | History | New | 3,765 | 251 | 0.2% | — | 112 | +3,765 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 3,663 | 244 | 0.0% | 0.0% | 113 | +768 | 26.53% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 3,616 | 241 | 0.01% | 0.01% | 114 | -592 | -14.07% | Q4 2025 | Feb 06, 2026 |
| Financial Insights, Inc. | History | No change | 3,563 | 238 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q4 2025 | Mar 31, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,377 | 237 | 0.05% | 0.06% | 116 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,532 | 235 | 0.02% | 0.01% | 117 | +379 | 12.02% | Q4 2025 | Feb 03, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,526 | 235 | 0.01% | 0.01% | 118 | +14 | 0.4% | Q4 2025 | Feb 06, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 3,450 | 230 | 0.07% | 0.06% | 119 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 3,383 | 226 | 0.0% | 0.0% | 120 | +162 | 5.03% | Q4 2025 | Feb 11, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 3,340 | 223 | 0.19% | 0.2% | 121 | -100 | -2.91% | Q4 2025 | Jan 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,321 | 221 | 0.01% | — | 122 | +3,321 | New | Q4 2025 | Jan 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,085 | 210 | 0.02% | 0.02% | 123 | -47 | -1.5% | Q4 2025 | Jan 12, 2026 |
| ABLE Financial Group, LLC | History | No change | 3,076 | 205 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANTAMAC CAPITAL, LLC | History | New | 3,000 | 200 | 0.1% | — | 126 | +3,000 | New | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,995 | 200 | 0.0% | — | 125 | +2,995 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,829 | 188 | 0.0% | 0.0% | 127 | +886 | 45.6% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 2,560 | 171 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 2,383 | 159 | 0.0% | 0.0% | 129 | -502 | -17.4% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,370 | 158 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 2,250 | 150 | 0.0% | 0.0% | 131 | -689 | -23.44% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 1,955 | 130 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,705 | 113 | 0.0% | — | 133 | +1,705 | New | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,514 | 101 | 0.0% | — | 134 | +1,514 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,354 | 90 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,232 | 82 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Horizons Wealth Management | History | No change | 1,233 | 82 | 0.05% | 0.06% | 137 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Financial Freedom, LLC | History | Added to | 1,069 | 71 | 0.04% | 0.03% | 138 | +1 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,050 | 70 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 1,008 | 67 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 900 | 62 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | No change | 741 | 49 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 722 | 48 | 0.0% | — | 143 | +722 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 719 | 48 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 632 | 42 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 554 | 37 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 547 | 36 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 504 | 33 | 0.0% | — | 148 | +504 | New | Q4 2025 | Feb 05, 2026 |
| Quaker Wealth Management, LLC | History | No change | 457 | 30 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 400 | 26 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quattro Advisors LLC | History | New | 353 | 23 | 0.02% | — | 151 | +353 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 306 | 20 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 289 | 19 | 0.0% | — | 154 | +289 | New | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 291 | 19 | 0.0% | 0.0% | 153 | +2 | 0.69% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 228 | 15 | 0.0% | — | 155 | +228 | New | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 200 | 13 | 0.01% | — | 156 | +200 | New | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | No change | 153 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 117 | 7 | 0.0% | — | 158 | +117 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 92 | 6 | 0.0% | 0.0% | 160 | -218 | -70.32% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| BlackRock, Inc. | History | No change | 90 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 85 | 5 | 0.0% | — | 162 | +85 | New | Q4 2025 | Feb 13, 2026 |
| Ransom Advisory, Ltd | History | New | 68 | 4 | 0.0% | — | 163 | +68 | New | Q4 2025 | Jan 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quent Capital, LLC | History | New | 40 | 2 | 0.0% | — | 165 | +40 | New | Q4 2025 | Jan 29, 2026 |
| Operose Advisors LLC | History | New | 24 | 1 | 0.0% | — | 166 | +24 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,844 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,114 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Advocates LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |