WisdomTree Trust - HEDJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,442,985 | 139,250 | 0.01% | 0.02% | 1 | -125,633 | -4.89% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,342,831 | 76,541 | 0.0% | 0.01% | 2 | -9,980 | -0.74% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,265,333 | 72,124 | 0.0% | 0.0% | 3 | +21,047 | 1.69% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 831,141 | 47,375 | 0.01% | 0.01% | 4 | +3,904 | 0.47% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 530,852 | 30,258 | 0.01% | 0.01% | 5 | -1,219 | -0.23% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 492,910 | 28,095 | 0.0% | 0.0% | 6 | +2,776 | 0.57% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 447,535 | 25,509 | 0.0% | 0.0% | 7 | -567 | -0.13% | Q2 2026 | Aug 13, 2026 |
| Boothe Investment Group, Inc. | History | Reduced | 446,055 | 25,425 | 8.01% | 7.51% | 8 | -327 | -0.07% | Q2 2026 | Jul 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 421,768 | 24,040 | 0.0% | 0.0% | 9 | -9,132 | -2.12% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 413,712 | 23,581 | 0.04% | 0.04% | 10 | +8,516 | 2.1% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 395,634 | 22,550 | 0.0% | 0.0% | 11 | -46,653 | -10.55% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 340,760 | 19,423 | 0.01% | 0.01% | 12 | -854 | -0.25% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 291,745 | 16,629 | 0.31% | 0.28% | 13 | +58,107 | 24.87% | Q2 2026 | Aug 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 262,566 | 14,966 | 0.79% | 0.83% | 14 | -626 | -0.24% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 257,124 | 14,656 | 0.14% | 0.13% | 15 | +31,541 | 13.98% | Q2 2026 | Aug 14, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 193,515 | 11,030 | 0.37% | 0.39% | 16 | -3,695 | -1.87% | Q2 2026 | Aug 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 189,717 | 10,813 | 0.62% | 0.66% | 17 | -5,827 | -2.98% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 155,318 | 8,853 | 0.03% | 0.03% | 18 | +2,069 | 1.35% | Q2 2026 | Aug 13, 2026 |
| CONNING INC. | History | No change | 144,030 | 8,209 | 0.25% | 0.25% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sharper & Granite LLC | History | Added to | 114,024 | 6,499 | 2.01% | 2.02% | 20 | +1,055 | 0.93% | Q2 2026 | Jul 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 107,588 | 6,132 | 0.02% | 0.02% | 21 | -154 | -0.14% | Q2 2026 | Aug 13, 2026 |
| Guardian Partners Inc. | History | New | 100,300 | 5,717 | 0.52% | — | 22 | +100,300 | New | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 93,306 | 5,318 | 0.0% | 0.0% | 23 | -1,483 | -1.56% | Q2 2026 | Aug 03, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 93,087 | 5,305 | 3.11% | 3.49% | 24 | -6,478 | -6.51% | Q2 2026 | Jul 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 92,700 | 5,283 | 0.0% | 0.0% | 25 | +40,620 | 78.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 91,429 | 5,211 | 0.0% | 0.0% | 26 | -27,958 | -23.42% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 84,497 | 4,744 | 0.0% | 0.0% | 27 | +3,510 | 4.33% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 67,460 | 3,845 | 0.02% | 0.02% | 28 | -605 | -0.89% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,175 | 3,601 | 0.0% | 0.0% | 29 | +6,703 | 11.87% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 61,334 | 3,496 | 0.01% | 0.01% | 30 | -51,378 | -45.58% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,671 | 3,458 | 0.0% | 0.0% | 31 | +2,121 | 3.62% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 59,896 | 3,391 | 0.0% | 0.0% | 32 | +831 | 1.41% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 58,308 | 3,323 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 56,714 | 3,232 | 0.02% | 0.02% | 34 | -2,884 | -4.84% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 55,507 | 3,153 | 0.0% | 0.0% | 35 | +103 | 0.19% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 53,518 | 3,050 | 0.0% | 0.0% | 36 | -3,843 | -6.7% | Q2 2026 | Sep 02, 2026 |
| PFG Advisors | History | Added to | 51,566 | 2,939 | 0.15% | 0.12% | 37 | +4,822 | 10.32% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,480 | 2,877 | 0.01% | 0.01% | 38 | -2,064 | -3.93% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | Reduced | 48,984 | 2,792 | 0.0% | 0.0% | 39 | -1,720 | -3.39% | Q2 2026 | Aug 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 48,087 | 2,740 | 0.0% | 0.0% | 40 | +43,987 | 1072.85% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 44,620 | 2,543 | 0.0% | 0.0% | 41 | -8,837 | -16.53% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 44,043 | 2,510 | 0.0% | 0.0% | 42 | +58 | 0.13% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,408 | 2,474 | 0.0% | 0.0% | 43 | +1,101 | 2.6% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,854 | 2,414 | 0.0% | 0.0% | 44 | -1,091 | -2.48% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 40,268 | 2,295 | 0.0% | 0.0% | 45 | -3,986 | -9.01% | Q2 2026 | Aug 05, 2026 |
| Sage Capital Management, LLC | History | Added to | 36,891 | 2,103 | 0.82% | 0.85% | 46 | +2,495 | 7.25% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,649 | 1,974 | 0.0% | 0.0% | 47 | +176 | 0.51% | Q2 2026 | Jul 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 33,255 | 1,895 | 0.09% | 0.11% | 48 | -1,858 | -5.29% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 32,540 | 1,854 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 30,896 | 1,761 | 0.26% | 0.28% | 50 | -1,038 | -3.25% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,876 | 1,702 | 0.02% | 0.02% | 51 | +455 | 1.55% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Reduced | 28,036 | 1,598 | 0.0% | 0.0% | 52 | -989 | -3.41% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 27,551 | 1,570 | 0.0% | 0.0% | 53 | -1,590 | -5.46% | Q2 2026 | Aug 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 26,797 | 1,527 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,454 | 1,508 | 0.0% | 0.0% | 55 | -517 | -1.92% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 26,264 | 1,497 | 0.0% | 0.0% | 56 | -208 | -0.79% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 23,479 | 1,338 | 0.0% | 0.0% | 57 | -2,920 | -11.06% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 23,250 | 1,325 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BigSur Wealth Management LLC | History | Added to | 23,200 | 1,322 | 0.32% | 0.08% | 59 | +17,600 | 314.29% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,530 | 1,284 | 0.0% | 0.0% | 60 | +437 | 1.98% | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 21,377 | 1,218 | 0.12% | 0.13% | 61 | +367 | 1.75% | Q2 2026 | Aug 04, 2026 |
| Eagle Strategies LLC | History | Added to | 21,093 | 1,202 | 0.12% | 0.13% | 62 | +921 | 4.57% | Q2 2026 | Jul 21, 2026 |
| Hyposwiss Advisors SA | History | No change | 20,715 | 1,177 | 1.12% | 1.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GenTrust, LLC | History | No change | 20,354 | 1,160 | 0.04% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,042 | 1,085 | 0.02% | 0.02% | 65 | +357 | 1.91% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | Reduced | 19,020 | 1,084 | 0.0% | 0.0% | 66 | -450 | -2.31% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,700 | 1,008 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 17,610 | 1,003 | 0.57% | 0.54% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 17,397 | 985 | 0.03% | 0.03% | 69 | -800 | -4.4% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 16,794 | 957 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 16,010 | 912 | 0.18% | 0.17% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 15,085 | 859 | 0.11% | 0.11% | 72 | +185 | 1.24% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 14,875 | 847 | 0.0% | 0.0% | 73 | -69 | -0.46% | Q2 2026 | Aug 07, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 14,390 | 810 | 0.15% | 0.15% | 74 | -400 | -2.7% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 13,832 | 786 | 0.0% | 0.01% | 75 | -2,184 | -13.64% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,640 | 777 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,419 | 764 | 0.01% | 0.01% | 77 | -1,072 | -7.4% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | Reduced | 13,052 | 743 | 0.0% | 0.0% | 78 | -492 | -3.63% | Q2 2026 | Aug 03, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 11,669 | 665 | 0.51% | 0.51% | 79 | -206 | -1.73% | Q2 2026 | Jul 21, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 11,507 | 655 | 0.01% | 0.01% | 80 | -136 | -1.17% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,473 | 653 | 0.0% | 0.0% | 81 | -2,138 | -15.71% | Q2 2026 | Aug 07, 2026 |
| Hickory Point Bank & Trust | History | No change | 11,374 | 648 | 0.39% | 0.39% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 11,131 | 634 | 1.16% | 1.24% | 83 | -299 | -2.62% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | Added to | 11,095 | 632 | 0.02% | 0.02% | 84 | +30 | 0.27% | Q2 2026 | Jul 24, 2026 |
| Cooksen Wealth, LLC | History | Added to | 11,060 | 630 | 0.4% | 0.42% | 85 | +35 | 0.32% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | Added to | 10,788 | 614 | 0.0% | 0.0% | 86 | +206 | 1.95% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | Added to | 10,533 | 600 | 0.13% | 0.13% | 87 | +27 | 0.26% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 10,440 | 595 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,314 | 587 | 0.01% | 0.01% | 89 | -90 | -0.87% | Q2 2026 | Aug 05, 2026 |
| Marion Wealth Management | History | No change | 10,232 | 583 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Meridian Wealth Management, LLC | History | No change | 9,982 | 568 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 9,943 | 566 | 0.09% | 0.12% | 92 | -1,872 | -15.84% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | Reduced | 9,846 | 561 | 0.0% | 0.0% | 93 | -4 | -0.04% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,590 | 546 | 0.01% | 0.01% | 94 | -134 | -1.38% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 9,517 | 542 | 0.19% | 0.1% | 95 | +4,497 | 89.58% | Q2 2026 | Jul 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 9,359 | 533 | 0.01% | 0.01% | 96 | +457 | 5.13% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 8,629 | 489 | 0.06% | 0.08% | 97 | -1,712 | -16.56% | Q2 2026 | Jul 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 8,489 | 483 | 0.18% | 0.18% | 98 | +133 | 1.59% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 8,334 | 475 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 8,098 | 462 | 0.02% | 0.13% | 100 | -70,268 | -89.67% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 8,012 | 456 | 0.27% | — | 101 | +8,012 | New | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,778 | 443 | 0.0% | 0.0% | 102 | -118 | -1.49% | Q2 2026 | Jul 13, 2026 |
| E&G Advisors, LLC | History | Reduced | 7,569 | 431 | 0.08% | 0.09% | 103 | -210 | -2.7% | Q2 2026 | Jul 23, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 7,450 | 424 | 0.05% | 0.06% | 104 | +127 | 1.73% | Q2 2026 | Jul 07, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 8,012 | 419 | 0.26% | 0.26% | 105 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Next Level Private LLC | History | Added to | 7,320 | 417 | 0.08% | 0.09% | 106 | +59 | 0.81% | Q2 2026 | Jul 09, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 7,306 | 416 | 0.23% | 0.24% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 7,271 | 414 | 0.02% | 0.02% | 109 | +556 | 8.28% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 7,262 | 414 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 7,214 | 411 | 0.07% | 0.07% | 110 | +96 | 1.35% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 7,160 | 408 | 0.0% | — | 112 | +7,160 | New | Q2 2026 | Aug 07, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | Reduced | 7,165 | 408 | 0.17% | 0.2% | 111 | -265 | -3.57% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,591 | 375 | 0.0% | 0.0% | 113 | +2 | 0.03% | Q2 2026 | Aug 13, 2026 |
| Finley Financial, LLC | History | No change | 6,580 | 375 | 0.15% | 0.16% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HRT FINANCIAL LP | History | New | 6,512 | 371 | 0.0% | — | 115 | +6,512 | New | Q2 2026 | Aug 14, 2026 |
| RDA Financial Network | History | No change | 6,440 | 367 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Waverly Advisors, LLC | History | No change | 6,409 | 365 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,346 | 361 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,144 | 350 | 0.03% | 0.04% | 119 | +56 | 0.92% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,112 | 348 | 0.0% | 0.0% | 121 | +1,050 | 20.74% | Q2 2026 | Aug 18, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,119 | 348 | 0.01% | 0.01% | 120 | -158 | -2.52% | Q2 2026 | Jul 31, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,092 | 346 | 0.03% | 0.02% | 122 | +1,155 | 23.39% | Q2 2026 | Jul 29, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 5,982 | 340 | 0.15% | 0.14% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,716 | 326 | 0.0% | 0.0% | 124 | -4 | -0.07% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Reduced | 5,585 | 318 | 0.0% | 0.0% | 125 | -214 | -3.69% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,464 | 311 | 0.0% | 0.0% | 126 | +26 | 0.48% | Q2 2026 | Jul 29, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 310 | 0.23% | 0.23% | 127 | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 5,434 | 309 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,367 | 305 | 0.0% | 0.0% | 129 | +1 | 0.02% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,251 | 299 | 0.0% | 0.0% | 130 | +12 | 0.23% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,040 | 287 | 0.0% | 0.0% | 131 | -462 | -8.4% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | New | 5,010 | 285 | 0.0% | — | 133 | +5,010 | New | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,002 | 285 | 0.0% | 0.0% | 132 | +15 | 0.3% | Q2 2026 | Aug 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 4,900 | 279 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 4,879 | 278 | 0.17% | 0.21% | 135 | -817 | -14.34% | Q2 2026 | Aug 10, 2026 |
| BLB&B Advisors, LLC | History | No change | 4,866 | 277 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 4,791 | 273 | 0.02% | 0.02% | 137 | -110 | -2.24% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,561 | 259 | 0.0% | 0.0% | 138 | +73 | 1.63% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | New | 4,530 | 258 | 0.01% | — | 140 | +4,530 | New | Q2 2026 | Aug 06, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 4,537 | 258 | 0.12% | 0.12% | 139 | +112 | 2.53% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,452 | 253 | 0.01% | 0.01% | 141 | +42 | 0.95% | Q2 2026 | Jul 23, 2026 |
| Plancorp, LLC | History | New | 4,495 | 252 | 0.01% | — | 143 | +4,495 | New | Q2 2026 | Jul 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 4,437 | 252 | 0.06% | 0.07% | 142 | +74 | 1.7% | Q2 2026 | Jul 30, 2026 |
| Sunesis Advisors, LLC | History | No change | 4,400 | 250 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 4,395 | 250 | 0.09% | 0.1% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Reduced | 4,124 | 235 | 0.0% | 0.0% | 146 | -500 | -10.81% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,058 | 231 | 0.0% | 0.01% | 147 | -1 | -0.02% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 4,000 | 228 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Addison Advisors LLC | History | No change | 4,000 | 228 | 0.11% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | New | 3,950 | 225 | 0.0% | — | 150 | +3,950 | New | Q2 2026 | Aug 12, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,900 | 222 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,840 | 218 | 0.0% | — | 152 | +3,840 | New | Q2 2026 | Jul 09, 2026 |
| Valmark Advisers, Inc. | History | New | 3,705 | 211 | 0.0% | — | 154 | +3,705 | New | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | New | 3,703 | 211 | 0.01% | — | 155 | +3,703 | New | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,707 | 211 | 0.0% | 0.0% | 153 | -469 | -11.23% | Q2 2026 | Jul 20, 2026 |
| Callan Family Office, LLC | History | New | 3,650 | 208 | 0.0% | — | 156 | +3,650 | New | Q2 2026 | Aug 11, 2026 |
| Destination Wealth Management | History | New | 3,600 | 205 | 0.0% | — | 157 | +3,600 | New | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 3,600 | 202 | 0.0% | 0.0% | 158 | -3,230 | -47.29% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO | History | No change | 3,410 | 195 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,356 | 191 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,328 | 189 | 0.0% | 0.0% | 161 | -5,871 | -63.82% | Q2 2026 | Aug 13, 2026 |
| West Financial Advisors, LLC | History | Reduced | 3,305 | 188 | 0.03% | 0.03% | 162 | -253 | -7.11% | Q2 2026 | Jul 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,266 | 186 | 0.0% | 0.0% | 163 | +700 | 27.28% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 3,220 | 183 | 0.14% | 0.15% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 3,043 | 173 | 0.06% | 0.07% | 165 | -167 | -5.2% | Q2 2026 | Aug 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,000 | 171 | 0.03% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,864 | 163 | 0.0% | 0.0% | 167 | -44 | -1.51% | Q2 2026 | Aug 11, 2026 |
| Vanguard National Trust Co | History | No change | 2,720 | 155 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 2,571 | 134 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 2,304 | 131 | 0.0% | 0.0% | 170 | +1,083 | 88.7% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,214 | 125 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | New | 2,038 | 116 | 0.0% | — | 172 | +2,038 | New | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,014 | 114 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,900 | 108 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,560 | 88 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,480 | 84 | 0.01% | — | 176 | +1,480 | New | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 1,304 | 74 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| United Community Bank | History | No change | 1,180 | 67 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 1,116 | 64 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,022 | 58 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 811 | 45 | 0.0% | 0.0% | 181 | -93 | -10.29% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 742 | 42 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | No change | 753 | 42 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 725 | 41 | 0.0% | 0.0% | 184 | +157 | 27.64% | Q2 2026 | Jul 23, 2026 |
| Institute for Wealth Management, LLC. | History | New | 700 | 39 | 0.0% | — | 185 | +700 | New | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 681 | 38 | 0.0% | 0.0% | 186 | -51 | -6.97% | Q2 2026 | Jul 06, 2026 |
| Community Financial Services Group, LLC | History | No change | 668 | 37 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 657 | 37 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 583 | 33 | 0.0% | 0.0% | 189 | +247 | 73.51% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 533 | 30 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Trust, LLC | History | No change | 500 | 28 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | New | 486 | 27 | 0.0% | — | 192 | +486 | New | Q2 2026 | Jul 01, 2026 |
| Ameritas Advisory Services, LLC | History | New | 478 | 27 | 0.0% | — | 193 | +478 | New | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | No change | 450 | 25 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 421 | 23 | 0.0% | 0.0% | 195 | +7 | 1.69% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 400 | 22 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| StrongBox Wealth, LLC | History | New | 340 | 19 | 0.01% | — | 198 | +340 | New | Q2 2026 | Jul 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 338 | 19 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 322 | 18 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VIMA LLC | History | New | 314 | 17 | 0.02% | — | 202 | +314 | New | Q2 2026 | Jul 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 306 | 17 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 314 | 17 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 285 | 16 | 0.0% | — | 203 | +285 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 268 | 15 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 251 | 14 | 0.0% | 0.0% | 206 | +1 | 0.4% | Q2 2026 | Jul 21, 2026 |
| FIRST HORIZON CORP | History | No change | 248 | 14 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 232 | 13 | 0.0% | 0.0% | 207 | +35 | 17.77% | Q2 2026 | Aug 13, 2026 |
| Activest Wealth Management | History | Added to | 241 | 13 | 0.0% | 0.0% | 208 | +3 | 1.26% | Q2 2026 | Jul 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 211 | 12 | 0.0% | 0.0% | 209 | -61 | -22.43% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 218 | 12 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RMG Wealth Management LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 200 | 11 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | No change | 177 | 10 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 166 | 9 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 141 | 8 | 0.0% | — | 215 | +141 | New | Q2 2026 | Aug 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 138 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 110 | 6 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 91 | 5 | 0.0% | 0.0% | 219 | +2 | 2.25% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 94 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 74 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 60 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 40 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.49% | — | -113,282 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,990 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -11,687 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -8,166 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,530 | -100.0% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,098 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,060 | -100.0% | Q2 2026 | Jul 13, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -724 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -317 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 13 | 0 | — | — | — | -3 | -18.75% | Q2 2026 | Jul 24, 2026 |
| Cheviot Value Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |