WisdomTree Trust - IHDG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 3,774,548 | 181,744 | 0.05% | 0.06% | 1 | -470,089 | -11.07% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,419,670 | 164,657 | 0.01% | 0.01% | 2 | +17,752 | 0.52% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,343,063 | 112,818 | 0.01% | 0.01% | 3 | -272,949 | -10.43% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,733,882 | 83,486 | 0.03% | 0.03% | 4 | +58,314 | 3.48% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 973,021 | 46,850 | 1.82% | 2.04% | 5 | -152,027 | -13.51% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Added to | 938,291 | 45,178 | 3.08% | 3.53% | 6 | +77,767 | 9.04% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 922,123 | 44,400 | 0.03% | 0.03% | 7 | -50,938 | -5.23% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 869,274 | 41,855 | 0.23% | 0.18% | 8 | +224,577 | 34.83% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 805,917 | 38,804 | 0.01% | 0.01% | 9 | -44,535 | -5.24% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 775,119 | 37,321 | 0.03% | 0.04% | 10 | -42,534 | -5.2% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 772,976 | 37,218 | 1.64% | 1.34% | 11 | +158,402 | 25.77% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 764,055 | 36,789 | 0.01% | 0.01% | 12 | +20,198 | 2.72% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 645,850 | 31,115 | 0.01% | 0.01% | 13 | -10,878 | -1.66% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Reduced | 586,867 | 28,257 | 3.38% | 3.65% | 14 | -709 | -0.12% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 490,142 | 23,600 | 0.01% | 0.02% | 15 | -61,466 | -11.14% | Q1 2026 | May 07, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 442,405 | 21,301 | 5.76% | 5.9% | 16 | +66,922 | 17.82% | Q1 2026 | Apr 17, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 423,435 | 20,395 | 2.7% | 3.18% | 17 | -65,339 | -13.37% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 405,550 | 19,527 | 0.0% | 0.0% | 18 | +398,493 | 5646.78% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 384,949 | 18,535 | 2.58% | 2.64% | 19 | +1,704 | 0.44% | Q1 2026 | May 08, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 382,037 | 18,395 | 3.62% | 3.77% | 20 | -63 | -0.02% | Q1 2026 | May 12, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 375,752 | 18,092 | 2.15% | 2.1% | 21 | +3,460 | 0.93% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 375,272 | 18,071 | 0.03% | 0.03% | 22 | -97,693 | -20.66% | Q1 2026 | May 15, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 316,242 | 15,227 | 5.3% | 5.4% | 23 | +768 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 310,807 | 14,965 | 11.04% | 11.28% | 24 | +5,395 | 1.77% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 308,967 | 14,876 | 0.0% | 0.0% | 25 | -75,765 | -19.69% | Q1 2026 | May 11, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 268,672 | 12,936 | 6.42% | 6.65% | 26 | -2,771 | -1.02% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 255,400 | 12,297 | 0.03% | 0.03% | 27 | +15,684 | 6.54% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 251,861 | 12,127 | 0.05% | 0.05% | 28 | -5,669 | -2.2% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Reduced | 247,279 | 11,906 | 0.21% | 0.21% | 29 | -947 | -0.38% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 239,968 | 11,554 | 0.36% | 0.37% | 30 | +958 | 0.4% | Q1 2026 | Apr 08, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 239,554 | 11,534 | 4.24% | 5.29% | 31 | -55,322 | -18.76% | Q1 2026 | Apr 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 229,247 | 11,425 | 0.3% | 0.35% | 32 | +60,607 | 35.94% | Q1 2026 | May 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 225,407 | 10,853 | 5.41% | 5.32% | 33 | +4,765 | 2.16% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 219,385 | 10,563 | 0.01% | 0.01% | 34 | +738 | 0.34% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 208,933 | 10,060 | 0.0% | 0.0% | 35 | +106,977 | 104.92% | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 203,535 | 9,991 | 1.09% | 1.45% | 36 | +3,157 | 1.58% | Q1 2026 | Apr 10, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 204,960 | 9,868 | 4.03% | 4.27% | 37 | -2,042 | -0.99% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 204,681 | 9,855 | 0.01% | 0.01% | 38 | +7,927 | 4.03% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 194,185 | 9,350 | 0.3% | 0.19% | 39 | +77,588 | 66.54% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 191,080 | 9,200 | 0.55% | 0.52% | 40 | +16,398 | 9.39% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 181,063 | 8,718 | 0.09% | 0.1% | 41 | -4,489 | -2.42% | Q1 2026 | Apr 20, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 178,540 | 8,596 | 5.04% | 5.01% | 42 | +6,423 | 3.73% | Q1 2026 | Apr 21, 2026 |
| Berkeley, Inc | History | Reduced | 177,852 | 8,563 | 2.87% | 2.93% | 43 | -11,564 | -6.11% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 176,842 | 8,514 | 0.03% | 0.01% | 44 | +79,534 | 81.73% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 174,778 | 8,415 | 0.04% | 0.04% | 45 | +9,103 | 5.49% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 162,347 | 7,948 | 0.08% | 0.0% | 46 | +157,821 | 3486.99% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 163,009 | 7,849 | 0.0% | 0.0% | 47 | -96,098 | -37.09% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 142,964 | 6,883 | 0.03% | 0.02% | 48 | +29,314 | 25.79% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 140,027 | 6,742 | 0.08% | 0.08% | 49 | +7,893 | 5.97% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 128,363 | 6,180 | 0.04% | 0.03% | 50 | +11,601 | 9.94% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 126,924 | 6,111 | 0.03% | 0.03% | 51 | -14,536 | -10.28% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 127,390 | 5,966 | 0.0% | 0.0% | 52 | +4,480 | 3.64% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 109,282 | 5,261 | 0.01% | 0.01% | 53 | -7,978 | -6.8% | Q1 2026 | Apr 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 106,785 | 5,141 | 0.86% | 1.26% | 54 | -46,754 | -30.45% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 101,185 | 4,872 | 0.01% | 0.01% | 55 | -19,720 | -16.31% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 97,966 | 4,717 | 0.02% | 0.02% | 56 | +261 | 0.27% | Q1 2026 | Jun 02, 2026 |
| Western Wealth Management, LLC | History | Reduced | 96,003 | 4,622 | 0.17% | 0.22% | 57 | -4,043 | -4.04% | Q1 2026 | May 19, 2026 |
| Americana Partners, LLC | History | Reduced | 95,394 | 4,593 | 0.12% | 0.14% | 58 | -9,852 | -9.36% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 89,837 | 4,389 | 0.01% | 0.01% | 59 | -40,161 | -30.89% | Q1 2026 | Apr 08, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 89,990 | 4,333 | 1.15% | 1.31% | 60 | -6,648 | -6.88% | Q1 2026 | Apr 15, 2026 |
| Sachetta, LLC | History | Reduced | 86,503 | 4,165 | 2.26% | 2.32% | 61 | -390 | -0.45% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 79,701 | 3,837 | 0.01% | 0.01% | 62 | -5,201 | -6.13% | Q1 2026 | May 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 78,273 | 3,768 | 2.64% | 3.98% | 63 | -33,177 | -29.77% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Reduced | 76,096 | 3,664 | 0.02% | 0.02% | 64 | -10,480 | -12.1% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 75,052 | 3,613 | 0.05% | 0.05% | 65 | +2,445 | 3.37% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 74,471 | 3,585 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prism Advisors, Inc. | History | Reduced | 73,434 | 3,535 | 0.94% | 0.97% | 67 | -1,313 | -1.76% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 72,670 | 3,499 | 0.08% | — | 68 | +72,670 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 72,086 | 3,470 | 0.04% | — | 69 | +72,086 | New | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 71,659 | 3,450 | 0.35% | 0.39% | 70 | +10,420 | 17.02% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 67,423 | 3,246 | 0.04% | 0.04% | 71 | +3,690 | 5.79% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 68,123 | 3,206 | 0.0% | 0.0% | 72 | +10,263 | 17.74% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 65,394 | 3,148 | 0.03% | — | 73 | +65,394 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 63,578 | 3,061 | 0.0% | 0.01% | 74 | -91,775 | -59.08% | Q1 2026 | May 14, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 60,667 | 2,921 | 1.08% | 1.13% | 75 | -5,108 | -7.77% | Q1 2026 | Apr 09, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 59,576 | 2,868 | 0.02% | 0.02% | 76 | -4,278 | -6.7% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 59,211 | 2,851 | 0.06% | 0.05% | 77 | +14,776 | 33.25% | Q1 2026 | Apr 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 57,401 | 2,763 | 0.83% | 0.87% | 78 | -2,122 | -3.57% | Q1 2026 | May 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 52,229 | 2,514 | 0.05% | 0.05% | 79 | -158 | -0.3% | Q1 2026 | May 01, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 50,880 | 2,449 | 0.96% | 6.89% | 80 | -307,255 | -85.79% | Q1 2026 | Apr 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 47,293 | 2,277 | 0.04% | 0.04% | 81 | -86 | -0.18% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 46,368 | 2,232 | 0.0% | 0.0% | 82 | -6,327 | -12.01% | Q1 2026 | May 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 44,578 | 2,146 | 0.78% | 0.77% | 83 | -1,866 | -4.02% | Q1 2026 | Apr 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 44,415 | 2,138 | 0.71% | 0.77% | 84 | -3,039 | -6.4% | Q1 2026 | Apr 09, 2026 |
| Platform Technology Partners | History | Added to | 43,788 | 2,108 | 0.41% | 0.39% | 85 | +5,983 | 15.83% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Reduced | 43,409 | 2,090 | 0.1% | 0.17% | 86 | -29,526 | -40.48% | Q1 2026 | May 05, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 42,070 | 2,025 | 2.81% | 2.18% | 87 | +10,110 | 31.63% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 40,232 | 1,937 | 0.07% | 0.08% | 88 | -5,213 | -11.47% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,916 | 1,893 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 38,646 | 1,880 | 1.6% | 1.6% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 37,325 | 1,797 | 0.72% | 0.99% | 91 | -14,316 | -27.72% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 37,001 | 1,781 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Provident Wealth Management, LLC | History | Added to | 36,553 | 1,760 | 0.53% | 0.46% | 93 | +4,503 | 14.05% | Q1 2026 | Apr 17, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 36,265 | 1,746 | 0.61% | 0.27% | 94 | +9,501 | 35.5% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 36,156 | 1,740 | 0.03% | 0.03% | 95 | -1,067 | -2.87% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 35,910 | 1,729 | 0.03% | 0.05% | 96 | -19,287 | -34.94% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 35,543 | 1,711 | 0.01% | 0.02% | 97 | -4,738 | -11.76% | Q1 2026 | Apr 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 33,242 | 1,627 | 0.26% | 0.27% | 98 | +1,474 | 4.64% | Q1 2026 | Apr 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 33,476 | 1,611 | 0.31% | 0.32% | 99 | -204 | -0.61% | Q1 2026 | Apr 14, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 33,247 | 1,600 | 0.38% | 0.35% | 100 | +5,734 | 20.84% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 33,143 | 1,595 | 1.03% | 1.18% | 101 | -963 | -2.82% | Q1 2026 | May 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 32,403 | 1,560 | 0.18% | 0.18% | 102 | -565 | -1.71% | Q1 2026 | Apr 16, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 30,447 | 1,539 | 0.66% | 0.68% | 103 | -773 | -2.48% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 31,494 | 1,516 | 0.06% | 0.05% | 104 | +4,532 | 16.81% | Q1 2026 | Apr 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 31,430 | 1,512 | 0.2% | 0.21% | 105 | +105 | 0.34% | Q1 2026 | Apr 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 30,926 | 1,489 | 0.16% | 0.23% | 106 | -11,991 | -27.94% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 29,386 | 1,440 | 0.03% | 0.04% | 107 | +11,633 | 65.53% | Q1 2026 | May 01, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 29,395 | 1,415 | 1.36% | 1.41% | 108 | -1,386 | -4.5% | Q1 2026 | Apr 16, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 28,586 | 1,376 | 0.07% | 0.09% | 109 | -915 | -3.1% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 26,588 | 1,280 | 0.27% | 0.22% | 110 | +3,499 | 15.15% | Q1 2026 | Apr 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 26,378 | 1,270 | 0.16% | 0.16% | 111 | -74 | -0.28% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 25,811 | 1,242 | 0.01% | 0.01% | 112 | -266 | -1.02% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,530 | 1,229 | 0.01% | 0.01% | 113 | -142 | -0.55% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 24,678 | 1,188 | 0.06% | 0.06% | 114 | -327 | -1.31% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 24,091 | 1,159 | 0.04% | 0.02% | 115 | -501 | -2.04% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,295 | 1,121 | 0.03% | 0.03% | 116 | +267 | 1.16% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 23,012 | 1,108 | 0.09% | 0.09% | 117 | -887 | -3.71% | Q1 2026 | May 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 22,992 | 1,107 | 0.08% | 0.08% | 118 | +754 | 3.39% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Added to | 22,886 | 1,101 | 0.06% | 0.06% | 119 | +12 | 0.05% | Q1 2026 | May 04, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 21,420 | 1,031 | 0.14% | 0.12% | 120 | +404 | 1.92% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 20,656 | 994 | 0.06% | 0.06% | 121 | +396 | 1.95% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,278 | 976 | 0.07% | 0.08% | 122 | -390 | -1.89% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,064 | 966 | 0.02% | 0.02% | 123 | -391 | -1.91% | Q1 2026 | Apr 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 19,996 | 962 | 0.33% | 0.36% | 124 | -1,003 | -4.78% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 19,770 | 951 | 0.01% | 0.01% | 125 | +1,701 | 9.41% | Q1 2026 | Apr 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 18,872 | 908 | 0.1% | 0.07% | 126 | +7,383 | 64.26% | Q1 2026 | Apr 23, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 18,488 | 890 | 0.55% | 0.62% | 127 | -146 | -0.78% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,954 | 871 | 0.01% | 0.0% | 128 | +4,335 | 31.83% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 17,702 | 852 | 0.06% | 0.07% | 129 | -462 | -2.54% | Q1 2026 | Apr 30, 2026 |
| Cordatus Wealth Management LLC | History | No change | 16,906 | 814 | 0.19% | 0.19% | 130 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 15,751 | 758 | 0.09% | 0.09% | 131 | +1 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Colorado Capital Management, Inc. | History | No change | 14,967 | 721 | 0.27% | 0.27% | 132 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Developers, LLC | History | Reduced | 14,665 | 706 | 0.64% | 0.69% | 133 | -1,206 | -7.6% | Q1 2026 | May 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 14,183 | 682 | 0.05% | — | 134 | +14,183 | New | Q1 2026 | May 07, 2026 |
| INSIGHT 2811, INC. | History | No change | 13,219 | 636 | 0.27% | 0.28% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,079 | 582 | 0.0% | 0.01% | 136 | -157 | -1.28% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,259 | 542 | 0.01% | 0.01% | 137 | -149 | -1.31% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,014 | 530 | 0.01% | 0.01% | 138 | +5 | 0.05% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 10,930 | 526 | 0.03% | 0.03% | 139 | +201 | 1.87% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Reduced | 10,779 | 519 | 0.04% | 0.17% | 140 | -12,130 | -52.95% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,341 | 497 | 0.01% | 0.01% | 141 | -1,718 | -14.25% | Q1 2026 | Jun 02, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 10,011 | 482 | 0.12% | 0.14% | 142 | -22 | -0.22% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 9,762 | 479 | 0.0% | 0.0% | 143 | +179 | 1.87% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisory Group | History | Reduced | 9,949 | 479 | 0.36% | 0.37% | 144 | -25 | -0.25% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 9,865 | 475 | 0.0% | 0.0% | 145 | +1,615 | 19.58% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 8,570 | 412 | 0.11% | 0.1% | 146 | -525 | -5.77% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | No change | 8,400 | 404 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MTM Investment Management, LLC | History | No change | 8,005 | 385 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 7,986 | 384 | 0.0% | 0.01% | 149 | -2,840 | -26.23% | Q1 2026 | May 05, 2026 |
| LongView Wealth Management | History | No change | 7,500 | 381 | 0.1% | 0.09% | 150 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 7,750 | 373 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 7,208 | 366 | 0.15% | 0.17% | 152 | -353 | -4.67% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,519 | 362 | 0.0% | 0.0% | 153 | +3,729 | 98.39% | Q1 2026 | May 01, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 7,448 | 358 | 0.2% | 0.57% | 154 | -13,845 | -65.02% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,448 | 358 | 0.01% | — | 155 | +7,448 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,417 | 357 | 0.0% | 0.0% | 156 | -161 | -2.12% | Q1 2026 | Apr 27, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,398 | 356 | 0.07% | 0.06% | 157 | -1,065 | -12.58% | Q1 2026 | May 11, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 6,984 | 336 | 0.14% | 0.14% | 158 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 6,737 | 334 | 0.07% | 0.08% | 160 | -85 | -1.25% | Q1 2026 | Apr 28, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 6,950 | 334 | 0.25% | 0.24% | 159 | +25 | 0.36% | Q1 2026 | Apr 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,867 | 330 | 0.02% | 0.02% | 161 | -144 | -2.05% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,708 | 322 | 0.0% | 0.0% | 162 | -138 | -2.02% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | No change | 6,682 | 321 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 6,564 | 316 | 0.0% | 0.0% | 164 | -1,028 | -13.54% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,561 | 315 | 0.0% | 0.0% | 165 | -60 | -0.91% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 6,542 | 314 | 0.0% | 0.0% | 166 | -306 | -4.47% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Added to | 6,492 | 312 | 0.01% | 0.01% | 167 | +358 | 5.84% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | No change | 6,380 | 307 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 6,366 | 306 | 0.08% | 0.08% | 169 | -175 | -2.68% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | New | 6,352 | 305 | 0.0% | — | 171 | +6,352 | New | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 6,350 | 305 | 0.02% | 0.03% | 170 | -2,886 | -31.25% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 6,249 | 300 | 0.0% | 0.0% | 172 | +640 | 11.41% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Reduced | 6,116 | 294 | 0.06% | 0.06% | 173 | -299 | -4.66% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | Reduced | 5,664 | 272 | 0.03% | 0.05% | 175 | -5,221 | -47.97% | Q1 2026 | Apr 28, 2026 |
| Aspen Investment Management Inc | History | No change | 5,650 | 272 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,478 | 263 | 0.0% | — | 176 | +5,478 | New | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 5,180 | 249 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 5,152 | 248 | 0.05% | 0.06% | 178 | -241 | -4.47% | Q1 2026 | May 14, 2026 |
| Family Investment Center, Inc. | History | Reduced | 5,083 | 244 | 0.05% | 0.08% | 179 | -2,809 | -35.59% | Q1 2026 | Apr 24, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,000 | 240 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,898 | 235 | 0.0% | 0.01% | 181 | -1,046 | -17.6% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 4,842 | 233 | 0.0% | 0.0% | 182 | +307 | 6.77% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,771 | 229 | 0.0% | — | 184 | +4,771 | New | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Added to | 4,570 | 229 | 0.02% | 0.02% | 183 | +4 | 0.09% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,737 | 228 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,650 | 223 | 0.0% | 0.01% | 187 | -5,490 | -54.14% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,626 | 223 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,529 | 218 | 0.01% | 0.07% | 188 | -28,360 | -86.23% | Q1 2026 | May 13, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,426 | 213 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,081 | 202 | 0.04% | 0.05% | 190 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,109 | 197 | 0.0% | 0.0% | 191 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,014 | 193 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 3,802 | 184 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | Added to | 3,747 | 180 | 0.1% | 0.05% | 194 | +2,059 | 121.98% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 3,595 | 173 | 0.0% | 0.0% | 195 | -147 | -3.93% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 3,571 | 171 | 0.0% | 0.0% | 196 | -1,767 | -33.1% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,346 | 161 | 0.0% | 0.0% | 197 | -100 | -2.9% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 3,308 | 159 | 0.0% | 0.0% | 198 | +179 | 5.72% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,284 | 158 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 3,250 | 156 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,134 | 150 | 0.0% | 0.0% | 201 | +690 | 28.23% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,075 | 148 | 0.04% | 0.04% | 202 | +75 | 2.5% | Q1 2026 | Apr 22, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3,090 | 148 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,063 | 147 | 0.01% | 0.05% | 204 | -4,422 | -59.08% | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,979 | 143 | 0.0% | 0.0% | 205 | +1,148 | 62.7% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,665 | 128 | 0.0% | — | 206 | +2,665 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,077 | 100 | 0.01% | 0.01% | 207 | +106 | 5.38% | Q1 2026 | Apr 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,973 | 95 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,831 | 88 | 0.0% | 0.01% | 209 | -1,307 | -41.65% | Q1 2026 | Apr 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,556 | 74 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 1,534 | 73 | 0.0% | 0.0% | 211 | -459 | -23.03% | Q1 2026 | May 26, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,380 | 66 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | New | 1,318 | 63 | 0.0% | — | 213 | +1,318 | New | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | No change | 1,198 | 58 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,135 | 54 | 0.0% | 0.0% | 215 | +25 | 2.25% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | No change | 910 | 43 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 888 | 42 | 0.0% | 0.0% | 217 | -49 | -5.23% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | No change | 865 | 41 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 750 | 36 | 0.0% | 0.0% | 219 | -174 | -18.83% | Q1 2026 | Apr 17, 2026 |
| Indiana Trust & Investment Management Co | History | New | 609 | 29 | 0.01% | — | 221 | +609 | New | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | No change | 607 | 29 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 598 | 28 | 0.0% | 0.0% | 222 | -543 | -47.59% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 568 | 27 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 502 | 24 | 0.0% | — | 225 | +502 | New | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 501 | 24 | 0.0% | 0.0% | 224 | +7 | 1.42% | Q1 2026 | May 08, 2026 |
| Hurley Capital, LLC | History | Added to | 475 | 22 | 0.01% | 0.01% | 226 | +1 | 0.21% | Q1 2026 | May 06, 2026 |
| Accordant Advisory Group Inc | History | New | 440 | 21 | 0.01% | — | 228 | +440 | New | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 456 | 21 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 344 | 16 | 0.0% | — | 230 | +344 | New | Q1 2026 | Apr 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 342 | 16 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 274 | 13 | 0.0% | 0.0% | 231 | -115 | -29.56% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 265 | 12 | 0.0% | — | 232 | +265 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 254 | 11 | 0.0% | 0.0% | 233 | -281 | -52.52% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 224 | 10 | 0.0% | — | 236 | +224 | New | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 220 | 10 | 0.0% | 0.0% | 234 | +1 | 0.46% | Q1 2026 | May 15, 2026 |
| General Partner, Inc. | History | No change | 225 | 10 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 193 | 9 | 0.0% | 0.0% | 237 | -111 | -36.51% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 191 | 9 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cheviot Value Management, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 100 | 4 | 0.0% | — | 241 | +100 | New | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | New | 89 | 4 | 0.0% | — | 242 | +89 | New | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | No change | 99 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 69 | 3 | 0.0% | — | 246 | +69 | New | Q1 2026 | May 01, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 67 | 3 | 0.0% | — | 245 | +67 | New | Q1 2026 | May 18, 2026 |
| Pflug Koory, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BAYBAN | History | No change | 70 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 29 | 1 | 0.0% | — | 248 | +29 | New | Q1 2026 | May 08, 2026 |
| Mosley Wealth Management | History | New | 27 | 1 | 0.0% | — | 250 | +27 | New | Q1 2026 | Apr 27, 2026 |
| Trust Co | History | New | 24 | 1 | 0.0% | — | 249 | +24 | New | Q1 2026 | Apr 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 35 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,017 | -100.0% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.17% | — | -44,144 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,094 | -100.0% | Q1 2026 | May 01, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -8,167 | -100.0% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,599 | -100.0% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,506 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,307 | -100.0% | Q1 2026 | May 15, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,540 | -100.0% | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,506 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Royal Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,444 | -100.0% | Q1 2026 | May 19, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,207 | -100.0% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,161 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,704 | -100.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,086 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -527 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |