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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,364,175 | 176,215 | 0.01% | 0.01% | 1 | -55,495 | -1.62% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 3,182,488 | 166,698 | 0.04% | 0.05% | 2 | -592,060 | -15.69% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,294,923 | 120,208 | 0.01% | 0.01% | 3 | -48,140 | -2.05% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,401,573 | 73,414 | 1.48% | 1.82% | 4 | +428,552 | 44.04% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,238,170 | 64,855 | 0.02% | 0.03% | 5 | -495,712 | -28.59% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | Added to | 998,941 | 52,324 | 3.3% | 3.08% | 6 | +60,650 | 6.46% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | Added to | 988,454 | 51,775 | 0.24% | 0.23% | 7 | +119,180 | 13.71% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 941,951 | 49,339 | 0.03% | 0.03% | 8 | +19,828 | 2.15% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 814,323 | 42,653 | 0.04% | 0.03% | 9 | +39,204 | 5.06% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 784,789 | 41,107 | 1.6% | 1.64% | 10 | +11,813 | 1.53% | Q2 2026 | Jul 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 773,171 | 40,498 | 0.01% | 0.01% | 11 | +9,116 | 1.19% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 724,245 | 37,935 | 0.0% | 0.01% | 12 | -81,672 | -10.13% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 586,023 | 30,673 | 0.01% | 0.01% | 13 | -59,827 | -9.26% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 485,942 | 25,461 | 0.03% | 0.03% | 14 | +110,670 | 29.49% | Q2 2026 | Aug 14, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 451,633 | 23,656 | 5.69% | 5.76% | 15 | +9,228 | 2.09% | Q2 2026 | Jul 09, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 414,813 | 21,718 | 2.5% | 2.7% | 16 | -8,622 | -2.04% | Q2 2026 | Jul 23, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 389,425 | 20,398 | 2.1% | 2.15% | 17 | +13,673 | 3.64% | Q2 2026 | Aug 03, 2026 |
| Summit Asset Management, LLC | History | Reduced | 384,135 | 20,121 | 2.58% | 2.58% | 18 | -814 | -0.21% | Q2 2026 | Aug 06, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 378,708 | 19,836 | 3.7% | 3.62% | 19 | -3,329 | -0.87% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 357,978 | 18,750 | 0.01% | 0.01% | 20 | -132,164 | -26.96% | Q2 2026 | Aug 12, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 330,551 | 17,314 | 10.52% | 11.04% | 21 | +19,744 | 6.35% | Q2 2026 | Aug 04, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 329,179 | 17,242 | 5.32% | 5.3% | 22 | +12,937 | 4.09% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 287,565 | 15,062 | 0.0% | 0.0% | 23 | -21,402 | -6.93% | Q2 2026 | Aug 14, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 263,132 | 13,782 | 5.87% | 6.42% | 24 | -5,540 | -2.06% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 259,307 | 13,582 | 0.38% | 0.36% | 25 | +19,339 | 8.06% | Q2 2026 | Jul 07, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 249,413 | 13,064 | 0.04% | 0.05% | 26 | -2,448 | -0.97% | Q2 2026 | Aug 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 247,960 | 12,988 | 1.29% | 3.38% | 27 | -338,907 | -57.75% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 247,150 | 12,946 | 0.03% | 0.03% | 28 | -8,250 | -3.23% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | Reduced | 244,859 | 12,825 | 0.2% | 0.21% | 29 | -2,420 | -0.98% | Q2 2026 | Aug 14, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 239,282 | 12,533 | 3.98% | 4.24% | 30 | -272 | -0.11% | Q2 2026 | Jul 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 228,114 | 11,948 | 0.35% | 0.3% | 31 | -1,133 | -0.49% | Q2 2026 | Aug 11, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 226,834 | 11,881 | 5.41% | 5.41% | 32 | +1,427 | 0.63% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Added to | 221,217 | 11,587 | 0.01% | 0.01% | 33 | +1,832 | 0.84% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 219,111 | 11,477 | 0.01% | 0.01% | 34 | +14,430 | 7.05% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 205,876 | 10,783 | 1.04% | 1.09% | 35 | +2,341 | 1.15% | Q2 2026 | Aug 10, 2026 |
| Melone Private Wealth, LLC | History | Added to | 205,264 | 10,751 | 4.09% | 4.03% | 36 | +304 | 0.15% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 184,303 | 9,653 | 0.53% | 0.55% | 37 | -6,777 | -3.55% | Q2 2026 | Aug 12, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 183,696 | 9,622 | 5.31% | 5.04% | 38 | +5,156 | 2.89% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 180,821 | 9,471 | 0.08% | 0.09% | 39 | -242 | -0.13% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | Added to | 180,438 | 9,451 | 0.03% | 0.03% | 40 | +3,596 | 2.03% | Q2 2026 | Aug 07, 2026 |
| Berkeley, Inc | History | Reduced | 177,474 | 9,296 | 2.92% | 2.87% | 41 | -378 | -0.21% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 176,265 | 9,233 | 0.0% | 0.0% | 42 | +13,256 | 8.13% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 158,083 | 8,279 | 0.06% | 0.08% | 43 | -4,264 | -2.63% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 133,393 | 6,929 | 0.0% | 0.0% | 44 | +6,003 | 4.71% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 129,860 | 6,802 | 0.01% | 0.01% | 45 | +28,675 | 28.34% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 128,507 | 6,712 | 0.04% | 0.04% | 46 | +144 | 0.11% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 119,686 | 6,269 | 0.07% | 0.08% | 47 | -20,341 | -14.53% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 109,239 | 5,721 | 0.03% | 0.03% | 48 | -17,685 | -13.93% | Q2 2026 | Jul 27, 2026 |
| Americana Partners, LLC | History | Added to | 108,750 | 5,696 | 0.13% | 0.12% | 49 | +13,356 | 14.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 104,773 | 5,488 | 0.01% | 0.01% | 50 | -4,509 | -4.13% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 101,745 | 5,329 | 0.02% | 0.02% | 51 | +3,779 | 3.86% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 100,671 | 5,273 | 0.02% | 0.03% | 52 | -42,293 | -29.58% | Q2 2026 | Jul 28, 2026 |
| Sachetta, LLC | History | Added to | 93,733 | 4,909 | 2.39% | 2.26% | 53 | +7,230 | 8.36% | Q2 2026 | Jul 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 93,706 | 4,908 | 0.71% | 0.86% | 54 | -13,079 | -12.25% | Q2 2026 | Jul 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 88,838 | 4,653 | 0.88% | 1.15% | 55 | -1,152 | -1.28% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 82,849 | 4,351 | 0.01% | 0.01% | 56 | -6,988 | -7.78% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | Added to | 77,982 | 4,088 | 0.02% | 0.02% | 57 | +1,886 | 2.48% | Q2 2026 | Aug 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 78,033 | 4,087 | 2.55% | 2.64% | 58 | -240 | -0.31% | Q2 2026 | Jul 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 75,403 | 3,949 | 0.05% | 0.05% | 59 | +351 | 0.47% | Q2 2026 | Aug 04, 2026 |
| Prism Advisors, Inc. | History | Reduced | 72,524 | 3,798 | 0.92% | 0.94% | 60 | -910 | -1.24% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 71,931 | 3,767 | 0.12% | 0.18% | 61 | -24,072 | -25.07% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 71,740 | 3,757 | 0.01% | 0.01% | 62 | -7,961 | -9.99% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 71,692 | 3,755 | 0.04% | 0.04% | 63 | +4,269 | 6.33% | Q2 2026 | Aug 03, 2026 |
| R2 Capital Strategies, LLC | History | New | 67,839 | 3,553 | 1.61% | — | 64 | +67,839 | New | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Added to | 66,869 | 3,502 | 0.06% | 0.06% | 65 | +7,658 | 12.93% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 63,368 | 3,309 | 0.0% | 0.0% | 66 | -4,755 | -6.98% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | Reduced | 62,160 | 3,255 | 0.36% | 0.35% | 67 | -9,499 | -13.26% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 60,789 | 3,184 | 0.0% | 0.0% | 68 | -2,789 | -4.39% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 60,243 | 3,155 | 0.02% | 0.02% | 69 | +667 | 1.12% | Q2 2026 | Jul 24, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 58,802 | 3,060 | 1.02% | 1.08% | 70 | -1,865 | -3.07% | Q2 2026 | Jul 21, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 55,675 | 2,916 | 0.77% | 0.83% | 71 | -1,726 | -3.01% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 51,713 | 2,708 | 0.05% | 0.05% | 72 | -516 | -0.99% | Q2 2026 | Aug 14, 2026 |
| Platform Technology Partners | History | Added to | 50,230 | 2,631 | 0.43% | 0.41% | 73 | +6,442 | 14.71% | Q2 2026 | Jul 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 46,578 | 2,439 | 0.05% | 0.04% | 74 | -715 | -1.51% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 43,941 | 2,301 | 0.0% | 0.0% | 75 | -2,427 | -5.23% | Q2 2026 | Aug 19, 2026 |
| Global Retirement Partners, LLC | History | New | 43,585 | 2,282 | 0.03% | — | 76 | +43,585 | New | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 43,028 | 2,253 | 0.65% | 0.71% | 77 | -1,387 | -3.12% | Q2 2026 | Jul 24, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 42,460 | 2,224 | 0.78% | 0.96% | 78 | -8,420 | -16.55% | Q2 2026 | Jul 09, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 40,403 | 2,116 | 0.82% | 0.61% | 80 | +4,138 | 11.41% | Q2 2026 | Jul 29, 2026 |
| Provident Wealth Management, LLC | History | Added to | 40,406 | 2,116 | 0.54% | 0.53% | 79 | +3,853 | 10.54% | Q2 2026 | Aug 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 38,720 | 2,028 | 0.06% | 0.07% | 81 | -1,512 | -3.76% | Q2 2026 | Jul 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 38,502 | 2,016 | 0.0% | 0.0% | 82 | +1,501 | 4.06% | Q2 2026 | Aug 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 37,052 | 1,940 | 0.7% | 0.72% | 83 | -273 | -0.73% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 36,642 | 1,919 | 0.03% | 0.03% | 84 | +732 | 2.04% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | Added to | 34,765 | 1,821 | 0.32% | 0.31% | 85 | +1,289 | 3.85% | Q2 2026 | Jul 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 34,026 | 1,782 | 0.0% | — | 86 | +34,026 | New | Q2 2026 | Sep 02, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 33,635 | 1,761 | 0.2% | 0.2% | 87 | +2,205 | 7.02% | Q2 2026 | Jul 29, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 33,232 | 1,740 | 0.35% | 0.38% | 88 | -15 | -0.05% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | Reduced | 36,049 | 1,735 | 0.03% | 0.03% | 89 | -107 | -0.3% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 33,009 | 1,729 | 0.01% | 0.01% | 90 | -2,534 | -7.13% | Q2 2026 | Jul 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 32,235 | 1,688 | 0.17% | 0.18% | 91 | -168 | -0.52% | Q2 2026 | Jul 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 31,491 | 1,649 | 0.05% | 0.06% | 92 | -3 | -0.01% | Q2 2026 | Jul 17, 2026 |
| XY Planning Network, Inc. | History | Reduced | 30,335 | 1,588 | 0.2% | 0.26% | 93 | -2,907 | -8.74% | Q2 2026 | Jul 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 28,603 | 1,547 | 0.07% | 0.07% | 94 | +17 | 0.06% | Q2 2026 | Aug 20, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 28,890 | 1,513 | 0.83% | 1.03% | 95 | -4,253 | -12.83% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 27,647 | 1,454 | 0.02% | — | 97 | +27,647 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 27,647 | 1,454 | 0.02% | 0.03% | 96 | -1,739 | -5.92% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 27,755 | 1,453 | 1.3% | 1.36% | 98 | -1,640 | -5.58% | Q2 2026 | Jul 16, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 26,211 | 1,372 | 0.53% | 0.66% | 99 | -4,236 | -13.91% | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 25,649 | 1,343 | 0.0% | — | 100 | +25,649 | New | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 24,993 | 1,309 | 0.14% | 0.16% | 101 | -1,385 | -5.25% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 24,897 | 1,304 | 0.01% | 0.01% | 102 | -633 | -2.48% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | Added to | 24,623 | 1,289 | 0.01% | 0.01% | 103 | +4,853 | 24.55% | Q2 2026 | Jul 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 24,620 | 1,289 | 0.03% | 0.03% | 104 | +1,325 | 5.69% | Q2 2026 | Aug 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 24,541 | 1,285 | 0.11% | 0.1% | 105 | +5,669 | 30.04% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,198 | 1,267 | 0.01% | 0.01% | 106 | -1,613 | -6.25% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 24,152 | 1,265 | 0.02% | 0.04% | 107 | +61 | 0.25% | Q2 2026 | Jul 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 23,136 | 1,211 | 0.22% | 0.27% | 108 | -3,452 | -12.98% | Q2 2026 | Jul 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 23,073 | 1,208 | 0.08% | 0.09% | 109 | +61 | 0.27% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | Added to | 23,058 | 1,207 | 0.06% | 0.06% | 110 | +172 | 0.75% | Q2 2026 | Jul 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 22,189 | 1,162 | 0.01% | — | 111 | +22,189 | New | Q2 2026 | Jul 20, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 21,362 | 1,118 | 0.14% | 0.14% | 112 | -58 | -0.27% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 21,214 | 1,111 | 0.07% | 0.07% | 113 | +936 | 4.62% | Q2 2026 | Jul 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 20,933 | 1,096 | 0.05% | 0.06% | 114 | +277 | 1.34% | Q2 2026 | Jul 31, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | New | 20,855 | 1,086 | 0.2% | — | 115 | +20,855 | New | Q2 2026 | Jul 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 20,373 | 1,067 | 0.11% | 0.16% | 116 | -10,553 | -34.12% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,981 | 1,046 | 0.02% | 0.02% | 117 | -83 | -0.41% | Q2 2026 | Jul 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 19,913 | 1,043 | 0.3% | 0.33% | 118 | -83 | -0.42% | Q2 2026 | Aug 07, 2026 |
| SageView Advisory Group, LLC | History | New | 19,756 | 1,034 | 0.03% | — | 119 | +19,756 | New | Q2 2026 | Aug 10, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 18,331 | 960 | 0.58% | 0.55% | 120 | -157 | -0.85% | Q2 2026 | Jul 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 17,582 | 920 | 0.06% | 0.06% | 121 | -120 | -0.68% | Q2 2026 | Jul 20, 2026 |
| PFG Advisors | History | Reduced | 16,862 | 883 | 0.04% | 0.1% | 122 | -26,547 | -61.16% | Q2 2026 | Jul 16, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 16,822 | 881 | 0.19% | 0.19% | 123 | -84 | -0.5% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | New | 16,133 | 845 | 0.01% | — | 124 | +16,133 | New | Q2 2026 | Sep 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 15,327 | 803 | 0.08% | 0.09% | 125 | -424 | -2.69% | Q2 2026 | Jul 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,305 | 801 | 0.02% | 0.01% | 126 | +4,046 | 35.94% | Q2 2026 | Jul 09, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 14,930 | 782 | 1.02% | 2.81% | 127 | -27,140 | -64.51% | Q2 2026 | Aug 13, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 14,911 | 781 | 0.27% | 0.27% | 128 | -56 | -0.37% | Q2 2026 | Jul 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 14,365 | 752 | 0.05% | 0.05% | 129 | +182 | 1.28% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 14,201 | 743 | 0.08% | — | 130 | +14,201 | New | Q2 2026 | Aug 13, 2026 |
| Capital Developers, LLC | History | No change | 14,665 | 706 | 0.64% | 0.64% | 131 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INSIGHT 2811, INC. | History | No change | 13,219 | 692 | 0.27% | 0.27% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,525 | 656 | 0.0% | 0.0% | 133 | +446 | 3.69% | Q2 2026 | Jul 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,285 | 591 | 0.01% | 0.01% | 134 | +271 | 2.46% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,997 | 576 | 0.0% | 0.01% | 135 | -6,957 | -38.75% | Q2 2026 | Aug 17, 2026 |
| Avestar Capital, LLC | History | Reduced | 10,808 | 566 | 0.03% | 0.03% | 136 | -122 | -1.12% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,724 | 561 | 0.0% | 0.04% | 138 | -164,054 | -93.86% | Q2 2026 | Aug 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,712 | 561 | 0.13% | 0.12% | 137 | +701 | 7.0% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | Added to | 10,591 | 554 | 0.0% | 0.0% | 139 | +726 | 7.36% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,203 | 534 | 0.03% | 0.06% | 140 | -14,475 | -58.66% | Q2 2026 | Jul 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 10,000 | 523 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisory Group | History | Reduced | 9,929 | 520 | 0.33% | 0.36% | 142 | -20 | -0.2% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,638 | 504 | 0.01% | 0.01% | 143 | -703 | -6.8% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,383 | 491 | 0.0% | 0.0% | 144 | -396,167 | -97.69% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 8,769 | 459 | 0.0% | 0.0% | 145 | +2,520 | 40.33% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 8,578 | 449 | 0.1% | 0.11% | 146 | +8 | 0.09% | Q2 2026 | Aug 14, 2026 |
| YANKCOM Partnership | History | No change | 8,400 | 439 | 0.16% | 0.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MTM Investment Management, LLC | History | No change | 8,005 | 419 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Added to | 7,916 | 414 | 0.0% | 0.0% | 149 | +7,827 | 8794.38% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,648 | 400 | 0.0% | 0.0% | 150 | +1,087 | 16.57% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | New | 7,500 | 392 | 0.0% | — | 151 | +7,500 | New | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,274 | 381 | 0.0% | 0.0% | 152 | -245 | -3.26% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,253 | 379 | 0.0% | 0.0% | 153 | -164 | -2.21% | Q2 2026 | Jul 28, 2026 |
| QTR Family Wealth, LLC | History | Added to | 7,238 | 379 | 0.13% | 0.15% | 154 | +30 | 0.42% | Q2 2026 | Jul 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 7,750 | 373 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 7,072 | 370 | 0.02% | 0.02% | 156 | +205 | 2.99% | Q2 2026 | Aug 11, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 7,051 | 369 | 0.23% | 0.25% | 157 | +101 | 1.45% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,968 | 364 | 0.0% | — | 158 | +6,968 | New | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 6,893 | 361 | 0.13% | 0.14% | 159 | -91 | -1.3% | Q2 2026 | Jul 23, 2026 |
| Clark Asset Management, LLC | History | No change | 6,682 | 350 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Investments, LLC | History | Added to | 6,574 | 344 | 0.01% | 0.01% | 161 | +82 | 1.26% | Q2 2026 | Jul 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 6,559 | 343 | 0.06% | 0.07% | 162 | -178 | -2.64% | Q2 2026 | Jul 28, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 6,527 | 341 | 0.06% | 0.07% | 163 | -871 | -11.77% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,432 | 336 | 0.0% | 0.0% | 164 | -276 | -4.11% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 6,396 | 335 | 0.0% | 0.0% | 165 | -168 | -2.56% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,383 | 334 | 0.01% | 0.01% | 166 | +3 | 0.05% | Q2 2026 | Jul 24, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 6,343 | 332 | 0.08% | 0.08% | 167 | -23 | -0.36% | Q2 2026 | Jul 21, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,350 | 332 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Montis Financial, LLC | History | Reduced | 6,105 | 319 | 0.07% | 0.06% | 169 | -11 | -0.18% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | New | 5,694 | 298 | 0.0% | — | 170 | +5,694 | New | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 5,664 | 296 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Facet Wealth, Inc. | History | New | 5,621 | 294 | 0.0% | — | 172 | +5,621 | New | Q2 2026 | Jul 27, 2026 |
| Aspen Investment Management Inc | History | Reduced | 5,500 | 288 | 0.08% | 0.08% | 173 | -150 | -2.65% | Q2 2026 | Jul 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,478 | 286 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Atria Investments, Inc | History | Reduced | 5,349 | 280 | 0.0% | 0.0% | 175 | -2,637 | -33.02% | Q2 2026 | Jul 28, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 5,180 | 271 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| StoneX Group Inc. | History | New | 5,079 | 262 | 0.01% | — | 177 | +5,079 | New | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,000 | 261 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 4,842 | 253 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,771 | 249 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | Added to | 4,630 | 247 | 0.02% | 0.02% | 181 | +60 | 1.31% | Q2 2026 | Jul 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,626 | 242 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Investment Center, Inc. | History | Reduced | 4,604 | 241 | 0.04% | 0.05% | 183 | -479 | -9.42% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,571 | 239 | 0.01% | 0.01% | 184 | -166 | -3.5% | Q2 2026 | Jul 27, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 4,428 | 231 | 0.04% | 0.05% | 185 | +2 | 0.05% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4,134 | 216 | 0.1% | 0.1% | 186 | +387 | 10.33% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,111 | 215 | 0.0% | 0.0% | 187 | +2 | 0.05% | Q2 2026 | Aug 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,014 | 210 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,000 | 209 | 0.0% | 0.0% | 189 | -650 | -13.98% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,679 | 192 | 0.0% | — | 190 | +3,679 | New | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 3,379 | 176 | 0.0% | 0.0% | 191 | +71 | 2.15% | Q2 2026 | Jul 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,304 | 173 | 0.0% | 0.0% | 193 | -42 | -1.26% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 3,595 | 173 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,284 | 172 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 3,250 | 170 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,075 | 161 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3,090 | 161 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Versant Capital Management, Inc | History | No change | 3,063 | 160 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Allworth Financial LP | History | Reduced | 2,984 | 156 | 0.0% | 0.0% | 199 | -587 | -16.44% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | New | 2,911 | 152 | 0.08% | — | 200 | +2,911 | New | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,777 | 145 | 0.0% | 0.0% | 201 | -357 | -11.39% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,665 | 139 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,540 | 133 | 0.0% | 0.0% | 203 | -439 | -14.74% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,047 | 107 | 0.01% | 0.01% | 204 | -30 | -1.44% | Q2 2026 | Jul 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,973 | 103 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,556 | 81 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,534 | 80 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,485 | 77 | 0.0% | 0.0% | 208 | +350 | 30.84% | Q2 2026 | Aug 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,380 | 72 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,338 | 70 | 0.01% | — | 210 | +1,338 | New | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,229 | 64 | 0.0% | 0.0% | 211 | -602 | -32.88% | Q2 2026 | Jul 06, 2026 |
| JNBA Financial Advisors | History | No change | 910 | 47 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 878 | 46 | 0.0% | 0.0% | 213 | -320 | -26.71% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 893 | 46 | 0.0% | 0.0% | 214 | +5 | 0.56% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | Added to | 877 | 45 | 0.0% | 0.0% | 215 | +12 | 1.39% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 778 | 40 | 0.0% | — | 216 | +778 | New | Q2 2026 | Jul 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 750 | 39 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Markowski Investments | History | New | 670 | 35 | 0.01% | — | 218 | +670 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 602 | 31 | 0.0% | 0.0% | 219 | +4 | 0.67% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 572 | 29 | 0.0% | 0.0% | 220 | +4 | 0.7% | Q2 2026 | Aug 14, 2026 |
| Hurley Capital, LLC | History | Added to | 481 | 25 | 0.01% | 0.01% | 221 | +6 | 1.26% | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 501 | 24 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 456 | 23 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 439 | 22 | 0.01% | 0.01% | 224 | -1 | -0.23% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 338 | 17 | 0.0% | 0.0% | 226 | +64 | 23.36% | Q2 2026 | Jul 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 342 | 17 | 0.0% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 320 | 16 | 0.0% | 0.01% | 227 | -289 | -47.45% | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | Reduced | 261 | 13 | 0.0% | 0.0% | 228 | -6,281 | -96.01% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 254 | 13 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| General Partner, Inc. | History | No change | 225 | 11 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 193 | 10 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 220 | 10 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 116 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 100 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Operose Advisors LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 90 | 4 | 0.0% | — | 236 | +90 | New | Q2 2026 | Jul 21, 2026 |
| Pflug Koory, LLC | History | Added to | 69 | 3 | 0.0% | 0.0% | 238 | +1 | 1.47% | Q2 2026 | Jul 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 35 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 24 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208,933 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -194,185 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -74,471 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -72,670 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -72,086 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.03% | — | -65,394 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -44,578 | -100.0% | Q2 2026 | Aug 07, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -22,992 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -10,779 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -9,762 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LongView Wealth Management | History | Closed out | 0 | 0 | — | 0.1% | — | -7,500 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,448 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Alchemi Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -7,448 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,352 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,152 | -100.0% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,898 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,529 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,081 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,318 | -100.0% | Q2 2026 | Jul 29, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -607 | -100.0% | Q2 2026 | Jul 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -344 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q2 2026 | Aug 03, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 1 | 0 | — | 0.0% | — | -28 | -96.55% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Financial Gravity Companies, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 11, 2026 |