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 | No change | 2,442,985 | 139,250 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,342,831 | 76,541 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,265,333 | 72,124 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 831,141 | 47,375 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 530,852 | 30,258 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 492,910 | 28,095 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 472,918 | 26,228 | 7.48% | 8.01% | 7 | +26,863 | 6.02% | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 447,535 | 25,509 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 421,768 | 24,040 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 413,712 | 23,581 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 395,634 | 22,550 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 340,760 | 19,423 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 257,124 | 14,656 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 261,596 | 14,508 | 0.76% | 0.79% | 14 | -970 | -0.37% | Q3 2026 | Oct 26, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 193,515 | 11,030 | 0.37% | 0.37% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 155,318 | 8,853 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONNING INC. | History | No change | 144,030 | 7,987 | 0.25% | 0.25% | 17 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 107,588 | 6,132 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharper & Granite LLC | History | Reduced | 112,969 | 5,908 | 2.02% | 2.01% | 19 | -1,055 | -0.93% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 93,306 | 5,318 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Allianz Asset Management GmbH | History | No change | 92,700 | 5,283 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 91,429 | 5,211 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 85,601 | 4,747 | 2.71% | 3.11% | 23 | -7,486 | -8.04% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 84,497 | 4,744 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 66,520 | 3,689 | 0.02% | 0.02% | 25 | -940 | -1.39% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63,175 | 3,601 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 61,334 | 3,496 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 59,896 | 3,391 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 58,308 | 3,323 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 56,714 | 3,232 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 55,507 | 3,153 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 53,518 | 3,050 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PFG Advisors | History | Added to | 53,673 | 2,976 | 0.15% | 0.15% | 33 | +2,107 | 4.09% | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 53,231 | 2,952 | 0.01% | 0.01% | 34 | +2,751 | 5.45% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 48,984 | 2,792 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 48,087 | 2,740 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 44,620 | 2,543 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 43,408 | 2,474 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 43,735 | 2,425 | 0.0% | 0.0% | 39 | -16,936 | -27.91% | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Reduced | 42,620 | 2,363 | 0.0% | 0.0% | 40 | -1,423 | -3.23% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,628 | 2,349 | 0.0% | 0.0% | 41 | -226 | -0.53% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 40,268 | 2,295 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sage Capital Management, LLC | History | Reduced | 36,829 | 2,042 | 0.78% | 0.82% | 43 | -62 | -0.17% | Q3 2026 | Oct 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 33,255 | 1,895 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 32,540 | 1,854 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 29,687 | 1,646 | 0.23% | 0.26% | 46 | -1,209 | -3.91% | Q3 2026 | Oct 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 29,092 | 1,613 | 0.02% | 0.02% | 47 | -784 | -2.62% | Q3 2026 | Oct 30, 2026 |
| Cerity Partners LLC | History | No change | 28,036 | 1,598 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 27,551 | 1,570 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 26,264 | 1,497 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,787 | 1,485 | 0.0% | 0.0% | 51 | -7,862 | -22.69% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,924 | 1,438 | 0.0% | 0.0% | 52 | -530 | -2.0% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,479 | 1,338 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 23,250 | 1,289 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BigSur Wealth Management LLC | History | No change | 23,200 | 1,286 | 0.3% | 0.32% | 55 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 22,530 | 1,284 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eagle Strategies LLC | History | Added to | 21,858 | 1,212 | 0.12% | 0.12% | 57 | +765 | 3.63% | Q3 2026 | Oct 16, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 21,394 | 1,186 | 0.11% | 0.12% | 58 | +17 | 0.08% | Q3 2026 | Oct 19, 2026 |
| GenTrust, LLC | History | No change | 20,354 | 1,160 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hyposwiss Advisors SA | History | No change | 20,715 | 1,112 | 1.06% | 1.12% | 60 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,042 | 1,085 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | No change | 19,020 | 1,084 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,700 | 1,008 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 17,397 | 985 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 17,610 | 976 | 0.6% | 0.57% | 65 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY TRUST CO | History | No change | 16,794 | 957 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 16,010 | 887 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 15,085 | 836 | 0.12% | 0.11% | 68 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Lido Advisors, LLC | History | Added to | 14,970 | 830 | 0.0% | 0.0% | 69 | +95 | 0.64% | Q3 2026 | Nov 04, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 14,390 | 798 | 0.15% | 0.15% | 70 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 13,832 | 786 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,640 | 777 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 13,268 | 735 | 0.0% | 0.0% | 73 | +216 | 1.65% | Q3 2026 | Nov 04, 2026 |
| RiverFront Investment Group, LLC | History | No change | 11,507 | 655 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,473 | 653 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 11,602 | 643 | 0.45% | 0.51% | 76 | -67 | -0.57% | Q3 2026 | Oct 16, 2026 |
| Bogart Wealth, LLC | History | No change | 11,095 | 632 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hickory Point Bank & Trust | History | No change | 11,374 | 630 | 0.38% | 0.39% | 78 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Cooksen Wealth, LLC | History | Added to | 11,313 | 624 | 0.38% | 0.4% | 79 | +253 | 2.29% | Q3 2026 | Oct 13, 2026 |
| Portland Financial Advisors Inc | History | No change | 11,131 | 617 | 1.07% | 1.16% | 80 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Focus Partners Wealth | History | No change | 10,788 | 614 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | No change | 10,533 | 600 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 10,440 | 595 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,274 | 569 | 0.01% | 0.01% | 84 | -40 | -0.39% | Q3 2026 | Oct 20, 2026 |
| Marion Wealth Management | History | No change | 10,232 | 567 | 0.11% | 0.12% | 85 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 9,943 | 566 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 9,846 | 561 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,821 | 546 | 0.01% | 0.01% | 88 | -3,598 | -26.81% | Q3 2026 | Nov 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,590 | 546 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 9,517 | 542 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NorthRock Partners, LLC | History | No change | 9,359 | 533 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,498 | 526 | 0.02% | 0.02% | 92 | -484 | -4.85% | Q3 2026 | Nov 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 8,489 | 483 | 0.18% | 0.18% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capstone Wealth Management Group, Inc. | History | Added to | 8,632 | 478 | 0.28% | 0.27% | 94 | +620 | 7.74% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 8,635 | 476 | 0.06% | 0.06% | 95 | +6 | 0.07% | Q3 2026 | Oct 16, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 8,098 | 462 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 8,334 | 462 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Apollon Wealth Management, LLC | History | New | 8,270 | 458 | 0.01% | — | 98 | +8,270 | New | Q3 2026 | Oct 23, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 8,205 | 455 | 0.05% | — | 99 | +8,205 | New | Q3 2026 | Oct 28, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 7,575 | 420 | 0.23% | 0.23% | 100 | +269 | 3.68% | Q3 2026 | Oct 08, 2026 |
| E&G Advisors, LLC | History | Reduced | 7,549 | 418 | 0.08% | 0.08% | 101 | -20 | -0.26% | Q3 2026 | Oct 13, 2026 |
| BESSEMER GROUP INC | History | No change | 7,262 | 414 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,271 | 414 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 7,456 | 413 | 0.05% | 0.05% | 104 | +6 | 0.08% | Q3 2026 | Oct 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 7,214 | 411 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 7,160 | 408 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | No change | 7,165 | 408 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Private LLC | History | Added to | 7,322 | 406 | 0.08% | 0.08% | 108 | +2 | 0.03% | Q3 2026 | Oct 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,591 | 375 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,694 | 373 | 0.03% | 0.03% | 110 | +602 | 9.88% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 6,512 | 371 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 6,409 | 365 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,346 | 361 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Finley Financial, LLC | History | No change | 6,580 | 361 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RDA Financial Network | History | No change | 6,440 | 357 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,119 | 348 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,112 | 348 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,154 | 341 | 0.03% | 0.03% | 118 | +10 | 0.16% | Q3 2026 | Oct 19, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 5,982 | 340 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 5,585 | 318 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 5,434 | 309 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,367 | 305 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,466 | 303 | 0.0% | 0.0% | 123 | +2 | 0.04% | Q3 2026 | Oct 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,438 | 302 | 0.0% | 0.0% | 124 | -278 | -4.86% | Q3 2026 | Oct 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,251 | 299 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,040 | 287 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,002 | 285 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 5,010 | 285 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthTrust Axiom LLC | History | No change | 4,900 | 279 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chancellor Financial Group WB LP | History | No change | 4,879 | 278 | 0.17% | 0.17% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLB&B Advisors, LLC | History | No change | 4,866 | 269 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 4,791 | 265 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BROWN ADVISORY INC | History | No change | 4,561 | 259 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 4,537 | 258 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 4,452 | 253 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMG National Trust Bank | History | No change | 4,530 | 251 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Plancorp, LLC | History | No change | 4,495 | 250 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 4,441 | 246 | 0.06% | 0.06% | 138 | +4 | 0.09% | Q3 2026 | Oct 20, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 4,395 | 243 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MAI Capital Management | History | No change | 4,124 | 235 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,058 | 231 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Addison Advisors LLC | History | No change | 4,000 | 228 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,950 | 225 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,900 | 216 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,827 | 212 | 0.0% | 0.0% | 145 | -13 | -0.34% | Q3 2026 | Oct 21, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,705 | 211 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,703 | 211 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 3,707 | 211 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Callan Family Office, LLC | History | No change | 3,650 | 208 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destination Wealth Management | History | No change | 3,600 | 205 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 3,410 | 195 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,328 | 189 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 3,391 | 188 | 0.01% | 0.62% | 153 | -186,326 | -98.21% | Q3 2026 | Oct 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,266 | 186 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,356 | 186 | 0.02% | 0.03% | 155 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,320 | 184 | 0.0% | 0.0% | 156 | -680 | -17.0% | Q3 2026 | Nov 03, 2026 |
| BAYBAN | History | No change | 3,220 | 183 | 0.14% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| West Financial Advisors, LLC | History | Reduced | 3,158 | 175 | 0.03% | 0.03% | 158 | -147 | -4.45% | Q3 2026 | Oct 22, 2026 |
| Bernard Wealth Management Corp. | History | No change | 3,043 | 173 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,000 | 166 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,864 | 163 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard National Trust Co | History | No change | 2,720 | 155 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 2,401 | 133 | 0.0% | 0.0% | 163 | +363 | 17.81% | Q3 2026 | Oct 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,214 | 125 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,014 | 114 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,900 | 108 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Latitude Advisors, LLC | History | New | 1,593 | 88 | 0.03% | — | 167 | +1,593 | New | Q3 2026 | Oct 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,560 | 86 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,480 | 82 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,466 | 81 | 0.0% | 0.0% | 170 | +724 | 97.57% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 1,304 | 74 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | Added to | 1,320 | 73 | 0.0% | 0.0% | 172 | +1,143 | 645.76% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Added to | 1,281 | 71 | 0.0% | 0.0% | 173 | +528 | 70.12% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,243 | 68 | 0.0% | 0.0% | 174 | -1,061 | -46.05% | Q3 2026 | Oct 16, 2026 |
| United Community Bank | History | No change | 1,180 | 65 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Front Row Advisors LLC | History | No change | 1,116 | 64 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,022 | 56 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 700 | 39 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 700 | 38 | 0.0% | 0.0% | 179 | -2,900 | -80.56% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 666 | 36 | 0.0% | 0.0% | 181 | +9 | 1.37% | Q3 2026 | Oct 21, 2026 |
| Community Financial Services Group, LLC | History | No change | 668 | 36 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 629 | 34 | 0.0% | 0.0% | 182 | -52 | -7.64% | Q3 2026 | Oct 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 583 | 33 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 533 | 30 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Trust, LLC | History | No change | 500 | 28 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 478 | 27 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 421 | 23 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 402 | 22 | 0.0% | 0.0% | 189 | +88 | 28.03% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 400 | 22 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 338 | 18 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| StrongBox Wealth, LLC | History | No change | 340 | 18 | 0.0% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 306 | 17 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 322 | 17 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VIMA LLC | History | No change | 314 | 17 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Noble Wealth Management PBC | History | Reduced | 300 | 16 | 0.01% | 0.01% | 196 | -150 | -33.33% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 285 | 16 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 268 | 15 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 252 | 13 | 0.0% | 0.0% | 199 | +1 | 0.4% | Q3 2026 | Oct 26, 2026 |
| Activest Wealth Management | History | Added to | 242 | 13 | 0.0% | 0.0% | 201 | +1 | 0.41% | Q3 2026 | Oct 15, 2026 |
| FIRST HORIZON CORP | History | No change | 248 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| VANGUARD ADVISERS INC | History | No change | 232 | 13 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 218 | 12 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Clayton Financial Group LLC | History | New | 200 | 11 | 0.01% | — | 206 | +200 | New | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 209 | 11 | 0.0% | 0.0% | 203 | -2 | -0.95% | Q3 2026 | Nov 04, 2026 |
| RMG Wealth Management LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 200 | 11 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | No change | 166 | 9 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 141 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 132 | 7 | 0.0% | — | 210 | +132 | New | Q3 2026 | Oct 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 138 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 110 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MATHER GROUP, LLC. | History | New | 104 | 5 | 0.0% | — | 215 | +104 | New | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 91 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 94 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingdom Financial Group LLC. | History | No change | 74 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Main Street Group, LTD | History | No change | 60 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BFC Planning, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 42 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -291,745 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.52% | — | -100,300 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,797 | -100.0% | Q3 2026 | Oct 16, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,778 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Sunesis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,400 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -811 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q3 2026 | Oct 30, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -486 | -100.0% | Q3 2026 | Oct 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 11 | 0 | — | — | — | -2 | -15.38% | Q3 2026 | Nov 02, 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 |