WisdomTree Trust - HEDJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,633,720 | 139,745 | 0.02% | 0.02% | 1 | -53,522 | -1.99% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,355,768 | 71,937 | 0.01% | 0.0% | 2 | +10,037 | 0.75% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,277,299 | 67,773 | 0.0% | 0.0% | 3 | -33,322 | -2.54% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 817,709 | 43,387 | 0.01% | 0.01% | 4 | -191,047 | -18.94% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 550,399 | 29,204 | 0.01% | 0.01% | 5 | -49,115 | -8.19% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 491,959 | 26,103 | 0.0% | 0.0% | 6 | -27,444 | -5.28% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 446,919 | 23,713 | 0.0% | 0.0% | 7 | +401 | 0.09% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 445,445 | 23,635 | 0.0% | — | 8 | +445,445 | New | Q4 2025 | Feb 17, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 437,997 | 23,240 | 8.32% | 7.82% | 9 | +14,183 | 3.35% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 429,664 | 22,797 | 0.0% | 0.0% | 10 | -31,467 | -6.82% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 403,104 | 21,388 | 0.04% | 0.04% | 11 | -4,345 | -1.07% | Q4 2025 | Mar 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 350,827 | 18,614 | 0.01% | 0.01% | 12 | -17,845 | -4.84% | Q4 2025 | Feb 18, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 262,612 | 13,934 | 0.82% | 0.79% | 13 | -5,483 | -2.05% | Q4 2025 | Feb 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 203,540 | 10,799 | 0.52% | 0.09% | 14 | +176,936 | 665.07% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 199,149 | 10,566 | 0.14% | 0.02% | 15 | +174,443 | 706.08% | Q4 2025 | Feb 06, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 192,280 | 10,202 | 0.37% | 0.34% | 16 | +3,565 | 1.89% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 178,533 | 9,472 | 0.0% | 0.0% | 17 | +76,236 | 74.52% | Q4 2025 | Feb 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 171,045 | 9,075 | 0.73% | 0.71% | 18 | -291 | -0.17% | Q4 2025 | Feb 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 160,801 | 8,532 | 0.55% | 0.5% | 19 | +11,002 | 7.34% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 153,249 | 8,131 | 0.03% | — | 20 | +153,249 | New | Q4 2025 | Feb 13, 2026 |
| CONNING INC. | History | No change | 144,030 | 7,642 | 0.26% | 0.24% | 21 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sharper & Granite LLC | History | Added to | 108,574 | 5,760 | 2.03% | 1.95% | 22 | +455 | 0.42% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 107,742 | 5,717 | 0.01% | 0.01% | 23 | -1,648 | -1.51% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 102,183 | 5,421 | 0.0% | 0.0% | 24 | -23,761 | -18.87% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 96,748 | 5,133 | 0.02% | 0.02% | 25 | -2,226 | -2.25% | Q4 2025 | Feb 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 93,693 | 4,971 | 3.45% | 3.42% | 26 | +3,653 | 4.06% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 83,639 | 4,437 | 0.0% | 0.0% | 27 | +5,853 | 7.52% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 74,956 | 3,977 | 0.0% | 0.0% | 28 | +3,517 | 4.92% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 70,530 | 3,823 | 0.01% | 0.01% | 29 | -2,366 | -3.25% | Q4 2025 | Jan 08, 2026 |
| CSM Advisors, LLC | History | Added to | 71,237 | 3,781 | 0.1% | 0.08% | 30 | +14,877 | 26.4% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 70,883 | 3,761 | 0.0% | 0.0% | 31 | +15,958 | 29.05% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 63,428 | 3,365 | 0.0% | 0.0% | 32 | -7,811 | -10.96% | Q4 2025 | Feb 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 62,330 | 3,307 | 0.03% | 0.03% | 33 | +84 | 0.13% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 60,096 | 3,188 | 0.02% | 0.02% | 34 | -161 | -0.27% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Reduced | 57,621 | 3,057 | 0.05% | 0.05% | 35 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,655 | 3,006 | 0.0% | 0.0% | 36 | +1,773 | 3.23% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 55,541 | 2,947 | 0.0% | 0.0% | 37 | -58,860 | -51.45% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 55,441 | 2,941 | 0.01% | 0.02% | 38 | -12,557 | -18.47% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 54,722 | 2,903 | 0.0% | 0.0% | 39 | +1,144 | 2.14% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 53,393 | 2,818 | 0.0% | 0.0% | 40 | +76 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 51,795 | 2,748 | 0.0% | 0.0% | 41 | -1,044 | -1.98% | Q4 2025 | Mar 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 49,285 | 2,615 | 0.0% | 0.0% | 42 | -4,035 | -7.57% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 42,755 | 2,304 | 0.36% | 0.01% | 43 | +41,821 | 4477.62% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 42,938 | 2,278 | 0.0% | 0.0% | 44 | +2,775 | 6.91% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 42,516 | 2,255 | 0.11% | 0.07% | 45 | +7,480 | 21.35% | Q4 2025 | Jan 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 41,761 | 2,216 | 0.07% | 0.1% | 46 | -4,730 | -10.17% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,020 | 1,964 | 0.0% | 0.0% | 47 | -8,936 | -19.44% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 35,714 | 1,895 | 0.0% | 0.0% | 48 | +6,689 | 23.05% | Q4 2025 | Feb 11, 2026 |
| Sage Capital Management, LLC | History | Reduced | 34,484 | 1,830 | 0.85% | 0.81% | 49 | -1,063 | -2.99% | Q4 2025 | Jan 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 34,248 | 1,817 | 0.11% | 0.11% | 50 | -330 | -0.95% | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 32,903 | 1,745 | 0.29% | — | 51 | +32,903 | New | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 32,540 | 1,726 | 0.0% | — | 52 | +32,540 | New | Q4 2025 | Mar 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,352 | 1,663 | 0.0% | 0.0% | 53 | -2,521 | -7.44% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 30,981 | 1,643 | 0.02% | 0.02% | 54 | -4,020 | -11.49% | Q4 2025 | Jan 29, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 30,657 | 1,626 | 0.31% | 0.3% | 55 | +918 | 3.09% | Q4 2025 | Jan 08, 2026 |
| J.Safra Asset Management Corp | History | New | 29,140 | 1,546 | 0.08% | — | 56 | +29,140 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,969 | 1,484 | 0.0% | 0.0% | 57 | -809 | -2.81% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 26,892 | 1,426 | 0.01% | 0.01% | 58 | -2,289 | -7.84% | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 26,797 | 1,421 | 0.04% | 0.02% | 59 | +12,336 | 85.31% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,077 | 1,383 | 0.0% | 0.0% | 60 | +200 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 24,315 | 1,290 | 0.0% | 0.0% | 61 | +6,665 | 37.76% | Q4 2025 | Feb 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 22,800 | 1,209 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,303 | 1,130 | 0.0% | 0.0% | 63 | +44 | 0.21% | Q4 2025 | Feb 06, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 21,010 | 1,114 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | New | 20,378 | 1,081 | 0.0% | — | 65 | +20,378 | New | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | No change | 20,354 | 1,079 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 19,722 | 1,048 | 0.03% | — | 67 | +19,722 | New | Q4 2025 | Feb 13, 2026 |
| Hyposwiss Advisors SA | History | New | 20,715 | 1,044 | 1.02% | — | 68 | +20,715 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | No change | 19,470 | 1,033 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 19,206 | 1,019 | 0.0% | 0.01% | 70 | -31,332 | -62.0% | Q4 2025 | Feb 17, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 19,080 | 1,012 | 0.57% | — | 71 | +19,080 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,700 | 939 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,362 | 921 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 16,816 | 892 | 0.01% | 0.01% | 74 | +2,016 | 13.62% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 16,794 | 891 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,976 | 847 | 0.02% | 0.02% | 76 | +957 | 6.37% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 15,783 | 838 | 0.03% | 0.13% | 77 | -26,861 | -62.99% | Q4 2025 | Feb 13, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 14,790 | 792 | 0.16% | 0.15% | 78 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 14,900 | 790 | 0.09% | 0.08% | 79 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,461 | 767 | 0.01% | 0.01% | 80 | +776 | 5.67% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 14,944 | 753 | 0.0% | 0.0% | 81 | +269 | 1.83% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 13,752 | 729 | 0.0% | 0.0% | 82 | -2,607 | -15.94% | Q4 2025 | Feb 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,640 | 723 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 12,990 | 689 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,363 | 655 | 0.0% | 0.0% | 85 | +3,268 | 35.93% | Q4 2025 | Feb 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 11,886 | 630 | 0.1% | 0.66% | 86 | -74,435 | -86.23% | Q4 2025 | Feb 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 11,798 | 626 | 0.01% | 0.01% | 87 | +34 | 0.29% | Q4 2025 | Feb 05, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 11,430 | 606 | 1.29% | 1.25% | 89 | -240 | -2.06% | Q4 2025 | Feb 06, 2026 |
| Cooksen Wealth, LLC | History | Added to | 11,431 | 606 | 0.44% | 0.43% | 88 | +88 | 0.78% | Q4 2025 | Jan 20, 2026 |
| Hickory Point Bank & Trust | History | No change | 11,374 | 603 | 0.44% | 0.43% | 90 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 11,127 | 590 | 0.01% | 0.01% | 91 | -834 | -6.97% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 11,013 | 584 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Napier Financial, LLC | History | New | 10,989 | 583 | 0.15% | — | 93 | +10,989 | New | Q4 2025 | Feb 11, 2026 |
| Eagle Strategies LLC | History | Reduced | 10,822 | 574 | 0.07% | 0.08% | 94 | -423 | -3.76% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Reduced | 10,582 | 561 | 0.0% | 0.0% | 95 | -5,242 | -33.13% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | No change | 10,440 | 553 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,312 | 547 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Marion Wealth Management | History | New | 10,020 | 545 | 0.12% | — | 98 | +10,020 | New | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,184 | 540 | 0.01% | 0.01% | 99 | -144 | -1.39% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,920 | 526 | 0.0% | 0.0% | 100 | -2 | -0.02% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | New | 8,902 | 472 | 0.01% | — | 101 | +8,902 | New | Q4 2025 | Feb 17, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 8,700 | 461 | 0.03% | 0.03% | 102 | -650 | -6.95% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | No change | 8,334 | 442 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Reduced | 8,310 | 440 | 0.0% | 0.0% | 104 | -99 | -1.18% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 8,286 | 439 | 0.19% | 0.18% | 105 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,099 | 427 | 0.0% | 0.0% | 106 | +5,530 | 215.26% | Q4 2025 | Jan 27, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 8,012 | 425 | 0.26% | 0.25% | 107 | +100 | 1.26% | Q4 2025 | Jan 09, 2026 |
| E&G Advisors, LP | History | Reduced | 7,789 | 413 | 0.09% | 0.1% | 108 | -370 | -4.53% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,594 | 402 | 0.0% | 0.0% | 109 | +961 | 14.49% | Q4 2025 | Jan 12, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | Reduced | 7,430 | 394 | 0.19% | 0.26% | 110 | -495 | -6.25% | Q4 2025 | Feb 11, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 7,406 | 392 | 0.24% | 0.25% | 111 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Thrive Wealth Management, LLC | History | New | 7,384 | 391 | 0.06% | — | 112 | +7,384 | New | Q4 2025 | Jan 12, 2026 |
| BESSEMER GROUP INC | History | No change | 7,262 | 385 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Next Level Private LLC | History | No change | 7,261 | 385 | 0.1% | 0.11% | 114 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,165 | 380 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 7,086 | 375 | 0.08% | 0.07% | 116 | +61 | 0.87% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,003 | 371 | 0.0% | 0.0% | 117 | -10,119 | -59.1% | Q4 2025 | Jan 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,893 | 365 | 0.03% | 0.03% | 118 | -770 | -10.05% | Q4 2025 | Feb 12, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 6,765 | 358 | 0.29% | — | 119 | +6,765 | New | Q4 2025 | Feb 02, 2026 |
| RDA Financial Network | History | No change | 6,740 | 357 | 0.09% | 0.08% | 120 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Finley Financial, LLC | History | No change | 6,580 | 349 | 0.16% | 0.15% | 121 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | New | 6,409 | 340 | 0.0% | — | 122 | +6,409 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,277 | 333 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,115 | 324 | 0.0% | 0.0% | 124 | +1,552 | 34.01% | Q4 2025 | Jan 05, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 6,116 | 324 | 0.22% | 0.22% | 125 | -190 | -3.01% | Q4 2025 | Feb 05, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 5,982 | 317 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,876 | 311 | 0.03% | 0.03% | 127 | -49 | -0.83% | Q4 2025 | Mar 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,816 | 308 | 0.01% | 0.01% | 128 | -47 | -0.8% | Q4 2025 | Jan 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 5,600 | 297 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Concorde Asset Management, LLC | History | No change | 5,530 | 293 | 0.12% | 0.12% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,502 | 291 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 5,434 | 288 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | No change | 5,438 | 288 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,320 | 282 | 0.0% | 0.0% | 134 | +2,902 | 120.02% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,239 | 277 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 4,911 | 260 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,898 | 259 | 0.0% | 0.0% | 138 | -20,204 | -80.49% | Q4 2025 | Feb 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 4,900 | 259 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | No change | 4,866 | 258 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 4,858 | 257 | 0.0% | 0.0% | 140 | +234 | 5.06% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,773 | 253 | 0.0% | — | 141 | +4,773 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,787 | 253 | 0.0% | 0.0% | 142 | -61 | -1.26% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,756 | 252 | 0.0% | 0.0% | 143 | -501 | -9.53% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,463 | 236 | 0.0% | 0.0% | 144 | -250 | -5.3% | Q4 2025 | Jan 20, 2026 |
| Sunesis Advisors, LLC | History | No change | 4,400 | 233 | 0.11% | 0.1% | 145 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 4,395 | 233 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | New | 4,386 | 232 | 0.0% | — | 148 | +4,386 | New | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 4,382 | 232 | 0.0% | — | 147 | +4,382 | New | Q4 2025 | Feb 12, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 4,363 | 231 | 0.07% | 2.6% | 149 | -160,741 | -97.36% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | New | 4,099 | 225 | 0.02% | — | 150 | +4,099 | New | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,228 | 224 | 0.0% | — | 151 | +4,228 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 4,220 | 223 | 0.0% | 0.0% | 152 | -8 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | New | 4,066 | 216 | 0.01% | — | 153 | +4,066 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 4,000 | 212 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | No change | 4,000 | 212 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IPG Investment Advisors LLC | History | New | 3,900 | 206 | 0.04% | — | 156 | +3,900 | New | Q4 2025 | Feb 09, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 3,875 | 205 | 0.11% | — | 157 | +3,875 | New | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | New | 3,812 | 202 | 0.01% | — | 158 | +3,812 | New | Q4 2025 | Feb 10, 2026 |
| West Financial Advisors, LLC | History | No change | 3,714 | 197 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,410 | 184 | 0.0% | 0.0% | 160 | -36 | -1.04% | Q4 2025 | Jan 26, 2026 |
| Bernard Wealth Management Corp. | History | No change | 3,439 | 182 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,356 | 178 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BAYBAN | History | New | 3,220 | 170 | 0.15% | — | 163 | +3,220 | New | Q4 2025 | Mar 05, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,000 | 159 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,914 | 154 | 0.0% | 0.0% | 165 | +346 | 13.47% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,566 | 136 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 2,411 | 128 | 0.0% | 0.0% | 167 | -1,324 | -35.45% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,404 | 127 | 0.01% | 0.01% | 168 | +92 | 3.98% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,900 | 100 | 0.0% | — | 169 | +1,900 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,838 | 97 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,560 | 82 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,326 | 70 | 0.0% | 0.0% | 173 | -447 | -25.21% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,326 | 70 | 0.0% | 0.0% | 172 | -403 | -23.31% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 1,304 | 69 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| United Community Bank | History | No change | 1,180 | 62 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | No change | 1,116 | 59 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 1,060 | 56 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,022 | 54 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST HORIZON CORP | History | No change | 992 | 52 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 918 | 48 | 0.0% | 0.0% | 180 | +366 | 66.3% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 860 | 45 | 0.0% | — | 181 | +860 | New | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Reduced | 753 | 39 | 0.0% | 0.0% | 182 | -7 | -0.92% | Q4 2025 | Jan 05, 2026 |
| WealthShield Partners, LLC | History | No change | 724 | 38 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 732 | 38 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 671 | 35 | 0.0% | 0.0% | 185 | -32 | -4.55% | Q4 2025 | Feb 03, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 625 | 33 | 0.0% | 0.0% | 186 | -325 | -34.21% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 568 | 30 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 533 | 28 | 0.01% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | No change | 500 | 26 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Noble Wealth Management PBC | History | Reduced | 450 | 23 | 0.01% | 0.01% | 190 | -44 | -8.91% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 400 | 21 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 414 | 21 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 393 | 20 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 338 | 17 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 322 | 17 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 306 | 16 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 314 | 16 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Financial Management LLC | History | New | 268 | 14 | 0.01% | — | 200 | +268 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 272 | 14 | 0.0% | 0.0% | 198 | -135 | -33.17% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | No change | 264 | 14 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | No change | 238 | 12 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | No change | 218 | 11 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 200 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Clayton Financial Group LLC | History | No change | 200 | 10 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 170 | 9 | 0.0% | 0.0% | 206 | -864 | -83.56% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 184 | 9 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 162 | 8 | 0.0% | — | 207 | +162 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 140 | 7 | 0.0% | — | 208 | +140 | New | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 120 | 6 | 0.0% | — | 210 | +120 | New | Q4 2025 | Jan 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 110 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 94 | 4 | 0.0% | — | 212 | +94 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kingdom Financial Group LLC. | History | New | 74 | 3 | 0.0% | — | 215 | +74 | New | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 73 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 42 | 2 | 0.0% | — | 217 | +42 | New | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | New | 25 | 1 | 0.0% | — | 218 | +25 | New | Q4 2025 | Jan 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -54,065 | -100.0% | Q3 2025 | Oct 27, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,150 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,516 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,320 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,170 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Westwind Capital | History | Closed out | 0 | 0 | — | 0.03% | — | -2,933 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q3 2025 | Nov 17, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,117 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1 | 0 | — | 0.0% | — | -829 | -99.88% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q3 2025 | Nov 05, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 30, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 18 | 0 | — | 0.0% | — | -7 | -28.0% | Q4 2025 | Jan 29, 2026 |
| Cheviot Value Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |