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 | 2,568,618 | 134,338 | 0.02% | 0.02% | 1 | -65,102 | -2.47% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,352,811 | 70,752 | 0.01% | 0.01% | 2 | -2,957 | -0.22% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,244,286 | 65,076 | 0.0% | 0.0% | 3 | -33,013 | -2.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 827,237 | 43,264 | 0.01% | 0.01% | 4 | +9,528 | 1.17% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 532,071 | 27,827 | 0.01% | 0.01% | 5 | -18,328 | -3.33% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 490,134 | 25,634 | 0.0% | 0.0% | 6 | -1,825 | -0.37% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 448,102 | 23,435 | 0.0% | 0.0% | 7 | +1,183 | 0.26% | Q1 2026 | May 15, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 446,382 | 23,345 | 7.51% | 8.32% | 8 | +8,385 | 1.91% | Q1 2026 | May 19, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 442,287 | 23,131 | 0.0% | 0.0% | 9 | -3,158 | -0.71% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 430,900 | 22,536 | 0.0% | 0.0% | 10 | +1,236 | 0.29% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 405,196 | 21,191 | 0.04% | 0.04% | 11 | +2,092 | 0.52% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 341,614 | 17,866 | 0.01% | 0.01% | 12 | -9,213 | -2.63% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 263,192 | 13,764 | 0.83% | 0.82% | 13 | +580 | 0.22% | Q1 2026 | May 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 233,638 | 12,219 | 0.28% | 0.52% | 14 | +30,098 | 14.79% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 225,583 | 11,797 | 0.13% | 0.14% | 15 | +26,434 | 13.27% | Q1 2026 | May 15, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 197,210 | 10,314 | 0.39% | 0.37% | 16 | +4,930 | 2.56% | Q1 2026 | May 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 195,544 | 10,226 | 0.66% | 0.55% | 17 | +34,743 | 21.61% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 153,249 | 8,014 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CONNING INC. | History | No change | 144,030 | 7,532 | 0.25% | 0.26% | 19 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 119,387 | 6,243 | 0.0% | 0.0% | 20 | +17,204 | 16.84% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 113,282 | 5,924 | 0.49% | 0.73% | 21 | -57,763 | -33.77% | Q1 2026 | May 11, 2026 |
| Sharper & Granite LLC | History | Added to | 112,969 | 5,908 | 2.02% | 2.03% | 22 | +4,395 | 4.05% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 112,712 | 5,895 | 0.01% | 0.01% | 23 | +4,970 | 4.61% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 107,742 | 5,634 | 0.02% | 0.02% | 24 | +10,994 | 11.36% | Q1 2026 | May 13, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 99,565 | 5,206 | 3.49% | 3.45% | 25 | +5,872 | 6.27% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 94,789 | 4,957 | 0.0% | 0.0% | 26 | +11,150 | 13.33% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 80,987 | 4,112 | 0.0% | 0.0% | 27 | +6,031 | 8.05% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 78,366 | 4,099 | 0.13% | 0.07% | 28 | +36,605 | 87.65% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 68,065 | 3,560 | 0.02% | 0.03% | 29 | +5,735 | 9.2% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 59,598 | 3,116 | 0.02% | 0.02% | 30 | -498 | -0.83% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,550 | 3,062 | 0.0% | 0.0% | 31 | +3,828 | 7.0% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Added to | 58,308 | 3,049 | 0.05% | 0.05% | 32 | +687 | 1.19% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 59,065 | 3,018 | 0.0% | 0.0% | 33 | -4,363 | -6.88% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 57,361 | 2,999 | 0.0% | 0.0% | 34 | -13,522 | -19.08% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 56,472 | 2,953 | 0.0% | 0.0% | 35 | -183 | -0.32% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 55,404 | 2,897 | 0.0% | 0.0% | 36 | +2,011 | 3.77% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 53,457 | 2,795 | 0.0% | 0.0% | 37 | -2,084 | -3.75% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 52,544 | 2,748 | 0.01% | 0.01% | 38 | -2,897 | -5.23% | Q1 2026 | Apr 30, 2026 |
| Allianz Asset Management GmbH | History | Added to | 52,080 | 2,723 | 0.0% | 0.0% | 39 | +27,765 | 114.19% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 50,704 | 2,651 | 0.0% | 0.0% | 40 | -1,091 | -2.11% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 46,744 | 2,444 | 0.12% | 0.11% | 41 | +4,228 | 9.94% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,945 | 2,315 | 0.0% | 0.01% | 42 | -26,585 | -37.69% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,254 | 2,314 | 0.0% | 0.0% | 43 | +26,892 | 154.89% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 43,985 | 2,300 | 0.0% | 0.0% | 44 | +1,047 | 2.44% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 42,307 | 2,212 | 0.0% | 0.0% | 45 | -6,978 | -14.16% | Q1 2026 | May 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 35,113 | 1,836 | 0.11% | 0.11% | 46 | +865 | 2.53% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,473 | 1,802 | 0.0% | 0.0% | 47 | -2,547 | -6.88% | Q1 2026 | Apr 27, 2026 |
| Sage Capital Management, LLC | History | Reduced | 34,396 | 1,799 | 0.85% | 0.85% | 48 | -88 | -0.26% | Q1 2026 | Apr 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 32,540 | 1,701 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 31,934 | 1,670 | 0.28% | 0.29% | 50 | -969 | -2.95% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 29,421 | 1,538 | 0.02% | 0.02% | 51 | -1,560 | -5.04% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 29,141 | 1,524 | 0.0% | 0.0% | 52 | -2,211 | -7.05% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 29,025 | 1,518 | 0.0% | 0.0% | 53 | -6,689 | -18.73% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 26,892 | 1,426 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,971 | 1,411 | 0.0% | 0.0% | 55 | -998 | -3.57% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 26,797 | 1,401 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 26,472 | 1,384 | 0.0% | 0.0% | 57 | +21,699 | 454.62% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,399 | 1,380 | 0.0% | 0.0% | 58 | +322 | 1.23% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 23,250 | 1,215 | 0.06% | 0.07% | 59 | +450 | 1.97% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,093 | 1,155 | 0.0% | 0.0% | 60 | +790 | 3.71% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 21,010 | 1,098 | 0.13% | 0.14% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GenTrust, LLC | History | No change | 20,354 | 1,064 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Eagle Strategies LLC | History | Added to | 20,172 | 1,055 | 0.13% | 0.07% | 63 | +9,350 | 86.4% | Q1 2026 | Apr 20, 2026 |
| Hyposwiss Advisors SA | History | No change | 20,715 | 1,047 | 1.04% | 1.02% | 64 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | No change | 19,470 | 1,018 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,685 | 977 | 0.02% | 0.02% | 66 | +2,709 | 16.96% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 18,197 | 929 | 0.03% | 0.03% | 67 | -1,525 | -7.73% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,700 | 925 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | Reduced | 17,610 | 921 | 0.54% | 0.57% | 69 | -1,470 | -7.7% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 16,794 | 878 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 16,010 | 837 | 0.17% | — | 72 | +16,010 | New | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 16,016 | 837 | 0.01% | 0.01% | 71 | -800 | -4.76% | Q1 2026 | May 15, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 14,790 | 809 | 0.15% | 0.16% | 73 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | No change | 14,944 | 781 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 14,900 | 779 | 0.11% | 0.09% | 75 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,491 | 757 | 0.01% | 0.01% | 76 | +30 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,640 | 713 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,611 | 711 | 0.0% | 0.0% | 78 | +1,248 | 10.09% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 13,544 | 708 | 0.0% | 0.0% | 79 | -208 | -1.51% | Q1 2026 | May 11, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 12,990 | 679 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 11,875 | 621 | 0.51% | 0.29% | 81 | +5,110 | 75.54% | Q1 2026 | Apr 21, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 11,815 | 617 | 0.12% | 0.31% | 82 | -18,842 | -61.46% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 11,687 | 611 | 0.01% | — | 83 | +11,687 | New | Q1 2026 | May 12, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 11,643 | 608 | 0.01% | 0.01% | 84 | -155 | -1.31% | Q1 2026 | May 11, 2026 |
| Portland Financial Advisors Inc | History | No change | 11,430 | 597 | 1.24% | 1.29% | 85 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hickory Point Bank & Trust | History | No change | 11,374 | 594 | 0.39% | 0.44% | 86 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Bogart Wealth, LLC | History | Added to | 11,065 | 578 | 0.02% | 0.02% | 87 | +52 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 11,025 | 576 | 0.42% | 0.44% | 88 | -406 | -3.55% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 10,341 | 564 | 0.08% | 0.36% | 89 | -32,414 | -75.81% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | No change | 10,582 | 553 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | Reduced | 10,506 | 549 | 0.13% | 0.15% | 91 | -483 | -4.4% | Q1 2026 | May 05, 2026 |
| COMMERCE BANK | History | No change | 10,440 | 546 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,404 | 544 | 0.01% | 0.01% | 93 | -723 | -6.5% | Q1 2026 | May 08, 2026 |
| Marion Wealth Management | History | Added to | 10,232 | 535 | 0.12% | 0.12% | 94 | +212 | 2.12% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,982 | 522 | 0.02% | 0.02% | 95 | -330 | -3.2% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 9,850 | 514 | 0.0% | 0.0% | 96 | +1,540 | 18.53% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,724 | 508 | 0.01% | 0.01% | 97 | -460 | -4.52% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,199 | 481 | 0.0% | 0.0% | 98 | -721 | -7.27% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | No change | 8,902 | 465 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 8,356 | 437 | 0.18% | 0.19% | 100 | +70 | 0.84% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | No change | 8,334 | 435 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,166 | 427 | 0.0% | — | 102 | +8,166 | New | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 8,012 | 419 | 0.26% | 0.26% | 103 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,896 | 412 | 0.0% | 0.0% | 104 | +302 | 3.98% | Q1 2026 | Apr 15, 2026 |
| E&G Advisors, LP | History | Reduced | 7,779 | 406 | 0.09% | 0.09% | 105 | -10 | -0.13% | Q1 2026 | Apr 21, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | No change | 7,430 | 388 | 0.2% | 0.19% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 7,306 | 382 | 0.24% | 0.24% | 107 | -100 | -1.35% | Q1 2026 | Apr 07, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 7,323 | 382 | 0.06% | 0.06% | 108 | -61 | -0.83% | Q1 2026 | Apr 09, 2026 |
| BESSEMER GROUP INC | History | No change | 7,262 | 380 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Next Level Private LLC | History | No change | 7,261 | 379 | 0.09% | 0.1% | 110 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 7,118 | 372 | 0.07% | 0.08% | 111 | +32 | 0.45% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 6,830 | 360 | 0.0% | 0.0% | 112 | -1,269 | -15.67% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,715 | 351 | 0.02% | 0.03% | 113 | -178 | -2.58% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,589 | 344 | 0.0% | 0.0% | 114 | -414 | -5.91% | Q1 2026 | May 05, 2026 |
| Finley Financial, LLC | History | No change | 6,580 | 344 | 0.16% | 0.16% | 115 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RDA Financial Network | History | Reduced | 6,440 | 336 | 0.08% | 0.09% | 116 | -300 | -4.45% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | No change | 6,409 | 335 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,346 | 331 | 0.0% | 0.01% | 118 | -819 | -11.43% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,277 | 328 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,088 | 318 | 0.04% | 0.03% | 120 | +212 | 3.61% | Q1 2026 | May 04, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 5,982 | 312 | 0.14% | 0.12% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | New | 5,799 | 303 | 0.0% | — | 122 | +5,799 | New | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,720 | 299 | 0.0% | 0.0% | 123 | -395 | -6.46% | Q1 2026 | Apr 07, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 5,696 | 297 | 0.21% | 0.22% | 124 | -420 | -6.87% | Q1 2026 | May 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 5,600 | 292 | 0.08% | 0.07% | 125 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Concorde Asset Management, LLC | History | No change | 5,530 | 289 | 0.14% | 0.12% | 126 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,502 | 287 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 284 | 0.23% | 0.22% | 130 | +1 | New | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 5,434 | 284 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HB Wealth Management, LLC | History | No change | 5,438 | 284 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,366 | 280 | 0.0% | 0.0% | 131 | +610 | 12.83% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,239 | 273 | 0.0% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,937 | 269 | 0.02% | 0.02% | 133 | +838 | 20.44% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,062 | 264 | 0.0% | — | 134 | +5,062 | New | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | New | 5,020 | 262 | 0.1% | — | 135 | +5,020 | New | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,987 | 260 | 0.0% | 0.0% | 136 | +200 | 4.18% | Q1 2026 | May 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 4,901 | 256 | 0.02% | 0.02% | 138 | -10 | -0.2% | Q1 2026 | May 05, 2026 |
| WealthTrust Axiom LLC | History | No change | 4,900 | 256 | 0.06% | 0.07% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLB&B Advisors, LLC | History | No change | 4,866 | 254 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Reduced | 4,624 | 241 | 0.0% | 0.0% | 140 | -234 | -4.82% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,488 | 234 | 0.0% | 0.0% | 141 | +268 | 6.35% | Q1 2026 | May 15, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 4,425 | 231 | 0.12% | 0.11% | 142 | +550 | 14.19% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 4,410 | 230 | 0.01% | — | 144 | +4,410 | New | Q1 2026 | Apr 15, 2026 |
| Sunesis Advisors, LLC | History | No change | 4,400 | 230 | 0.1% | 0.11% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 4,395 | 229 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 4,363 | 228 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,176 | 218 | 0.0% | 0.0% | 147 | -210 | -4.79% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,100 | 214 | 0.0% | 0.0% | 149 | -174,433 | -97.7% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,098 | 214 | 0.0% | 0.0% | 148 | -130 | -3.07% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 4,059 | 212 | 0.01% | — | 150 | +4,059 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 4,000 | 209 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Addison Advisors LLC | History | No change | 4,000 | 209 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,900 | 203 | 0.03% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| West Financial Advisors, LLC | History | Reduced | 3,558 | 186 | 0.03% | 0.03% | 154 | -156 | -4.2% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO | History | No change | 3,410 | 181 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,356 | 175 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BAYBAN | History | No change | 3,220 | 168 | 0.15% | 0.15% | 157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 3,210 | 167 | 0.07% | 0.07% | 158 | -229 | -6.66% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,000 | 156 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,908 | 152 | 0.0% | 0.0% | 160 | -2,412 | -45.34% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 2,720 | 142 | 0.01% | — | 161 | +2,720 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 2,571 | 134 | 0.0% | 0.0% | 163 | +160 | 6.64% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,566 | 134 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,214 | 113 | 0.0% | 0.03% | 164 | -13,569 | -85.97% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,014 | 105 | 0.0% | 0.0% | 165 | -900 | -30.89% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,900 | 99 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,838 | 97 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,560 | 81 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | No change | 1,304 | 68 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,221 | 63 | 0.0% | 0.0% | 170 | -105 | -7.92% | Q1 2026 | Apr 13, 2026 |
| United Community Bank | History | No change | 1,180 | 61 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | No change | 1,116 | 58 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 1,060 | 55 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,022 | 53 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 904 | 47 | 0.0% | 0.0% | 175 | +44 | 5.12% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 742 | 39 | 0.0% | 0.0% | 176 | -176 | -19.17% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | No change | 753 | 39 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 732 | 38 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WealthShield Partners, LLC | History | No change | 724 | 37 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Community Financial Services Group, LLC | History | New | 668 | 35 | 0.01% | — | 180 | +668 | New | Q1 2026 | Apr 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 657 | 34 | 0.0% | 0.0% | 181 | -14 | -2.09% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 568 | 29 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 533 | 27 | 0.0% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 500 | 26 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Noble Wealth Management PBC | History | No change | 450 | 23 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 414 | 21 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 400 | 20 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 336 | 17 | 0.0% | 0.0% | 189 | -990 | -74.66% | Q1 2026 | May 15, 2026 |
| BALLAST ADVISORS LLC | History | New | 317 | 17 | 0.0% | — | 190 | +317 | New | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 338 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 325 | 16 | 0.0% | 0.0% | 193 | -300 | -48.0% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 306 | 16 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 322 | 16 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 314 | 16 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 272 | 14 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 268 | 14 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 250 | 13 | 0.0% | 0.01% | 197 | -2,154 | -89.6% | Q1 2026 | Apr 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 248 | 12 | 0.0% | 0.0% | 198 | -744 | -75.0% | Q1 2026 | Apr 30, 2026 |
| Activest Wealth Management | History | No change | 238 | 12 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RMG Wealth Management LLC | History | New | 200 | 11 | 0.0% | — | 201 | +200 | New | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 218 | 11 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 197 | 10 | 0.0% | — | 204 | +197 | New | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 200 | 10 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clayton Financial Group LLC | History | No change | 200 | 10 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 177 | 9 | 0.0% | 0.0% | 206 | -216 | -54.96% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 184 | 9 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 166 | 8 | 0.0% | 0.0% | 207 | +4 | 2.47% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 138 | 7 | 0.0% | — | 208 | +138 | New | Q1 2026 | May 18, 2026 |
| Western Wealth Management, LLC | History | New | 132 | 6 | 0.0% | — | 210 | +132 | New | Q1 2026 | May 19, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 110 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 94 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 74 | 3 | 0.0% | — | 217 | +74 | New | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | New | 60 | 3 | 0.0% | — | 218 | +60 | New | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | No change | 74 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 40 | 2 | 0.0% | 0.0% | 219 | -33 | -45.21% | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | No change | 25 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -71,237 | -100.0% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -29,140 | -100.0% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,378 | -100.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,206 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.1% | — | -11,886 | -100.0% | Q1 2026 | May 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,700 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,816 | -100.0% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,898 | -100.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,463 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,382 | -100.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,066 | -100.0% | Q1 2026 | May 20, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,812 | -100.0% | Q1 2026 | May 08, 2026 |
| Pioneer Family Office, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,600 | -100.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 16 | 0 | — | — | — | -2 | -11.11% | Q1 2026 | May 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |