WisdomTree Trust - IHDG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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 4,244,637 206,543 0.06% 0.06% 1 -286,180 -6.32% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 3,401,918 165,537 0.01% 0.01% 2 -66,180 -1.91% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,616,012 127,295 0.01% 0.01% 3 -67,331 -2.51% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,675,568 81,533 0.03% 0.02% 4 +102,476 6.51% Q4 2025 Feb 18, 2026
Ameritas Advisory Services, LLC History Added to 1,125,048 54,744 2.04% 0.0% 5 +1,123,943 101714.3% Q4 2025 Feb 04, 2026
Creative Planning History Reduced 973,061 47,349 0.03% 0.04% 6 -31,711 -3.16% Q4 2025 Feb 17, 2026
Falcon Wealth Planning History Added to 860,524 41,873 3.53% 3.42% 7 +35,905 4.35% Q4 2025 Feb 03, 2026
UBS Group AG History Reduced 850,452 41,382 0.01% 0.01% 8 -112,197 -11.66% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 817,653 39,786 0.04% 0.04% 9 -26,872 -3.18% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 743,857 36,196 0.01% 0.01% 10 -25,370 -3.3% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 656,728 31,957 0.01% 0.01% 11 -18,591 -2.75% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 644,697 31,370 0.18% 0.12% 12 +246,507 61.91% Q4 2025 Jan 26, 2026
Trilogy Capital Inc. History Reduced 614,574 29,905 1.34% 1.33% 13 -8,810 -1.41% Q4 2025 Jan 22, 2026
Eagle Strategies LLC History Added to 587,576 28,591 3.65% 3.55% 14 +12,117 2.11% Q4 2025 Jan 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 551,608 26,841 0.02% 0.02% 15 -41,040 -6.92% Q4 2025 Feb 10, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 488,774 23,789 3.18% 3.15% 16 -3,113 -0.63% Q4 2025 Jan 21, 2026
OSAIC HOLDINGS, INC. History Reduced 472,965 23,021 0.03% 0.03% 17 -30,495 -6.06% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 384,732 18,721 0.0% 0.0% 18 -28,231 -6.84% Q4 2025 Feb 13, 2026
Summit Asset Management, LLC History Added to 383,245 18,648 2.64% 2.69% 19 +3,536 0.93% Q4 2025 Feb 09, 2026
WESCAP Management Group, Inc. History Reduced 382,100 18,592 3.77% 3.78% 20 -7,756 -1.99% Q4 2025 Feb 11, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 375,483 18,271 5.9% 4.8% 21 +76,109 25.42% Q4 2025 Feb 02, 2026
Marietta Wealth Management, LLC History Added to 372,292 18,115 2.1% 2.07% 22 +4,087 1.11% Q4 2025 Jan 28, 2026
Choice Wealth Advisors, LLC History Added to 358,135 17,426 6.89% 7.07% 23 +404 0.11% Q4 2025 Jan 08, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 315,474 15,350 5.4% 5.64% 24 -62,982 -16.64% Q4 2025 Jan 30, 2026
Gaddis Premier Wealth Advisors LLC History New 305,412 14,861 11.28% 25 +305,412 New Q4 2025 Feb 11, 2026
Trinity Wealth Management, LLC History Added to 294,876 14,348 5.29% 5.04% 26 +3,249 1.11% Q4 2025 Jan 15, 2026
Prepared Retirement Institute LLC History Added to 271,443 13,208 6.65% 6.51% 27 +567 0.21% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 259,107 12,608 0.0% 28 +259,107 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 257,530 12,531 0.05% 29 +257,530 New Q4 2025 Feb 13, 2026
Curi Capital, LLC History Reduced 248,226 12,078 0.21% 0.21% 30 -1,394 -0.56% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 239,716 11,665 0.03% 0.03% 31 -8,620 -3.47% Q4 2025 Feb 05, 2026
Dynamic Advisor Solutions LLC History Reduced 239,010 11,630 0.37% 0.33% 32 -6,521 -2.66% Q4 2025 Jan 09, 2026
Solano Wealth Investment Advisors LLC History Added to 220,642 10,736 5.32% 4.87% 33 +1,517 0.69% Q4 2025 Feb 12, 2026
Mariner, LLC History Reduced 218,647 10,639 0.01% 0.01% 34 -11,776 -5.11% Q4 2025 Feb 13, 2026
Melone Private Wealth, LLC History Reduced 207,002 10,072 4.27% 7.2% 35 -138,052 -40.01% Q4 2025 Jan 07, 2026
AssuredPartners Investment Advisors, LLC History Added to 200,378 9,750 1.45% 2.01% 36 +4,809 2.46% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Added to 196,754 9,574 0.01% 0.01% 37 +1,218 0.62% Q4 2025 Feb 17, 2026
Berkeley, Inc History Reduced 189,416 9,216 2.93% 5.51% 38 -182,545 -49.08% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Added to 185,552 9,028 0.1% 0.13% 39 +20,718 12.57% Q4 2025 Jan 29, 2026
Wealthspire Retirement, LLC History Added to 174,682 8,500 0.52% 0.51% 40 +709 0.41% Q4 2025 Feb 18, 2026
Argo Wealth Advisory, LLC History New 172,117 8,375 5.01% 41 +172,117 New Q4 2025 Jan 26, 2026
VestGen Advisors, LLC History Reduced 168,640 8,206 0.35% 0.26% 42 -1,774 -1.04% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 165,675 8,061 0.04% 0.04% 43 +1,485 0.9% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 155,353 7,559 0.01% 0.01% 44 -5,708 -3.54% Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 153,539 7,471 1.26% 45 +153,539 New Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Reduced 141,460 6,883 0.03% 0.04% 46 -40,293 -22.17% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 129,998 6,490 0.01% 0.01% 47 +7,480 6.11% Q4 2025 Jan 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 132,134 6,429 0.08% 0.07% 48 +14,377 12.21% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 122,910 5,980 0.0% 0.0% 49 +8,270 7.21% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 120,905 5,883 0.01% 0.01% 50 +6,728 5.89% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 117,260 5,705 0.01% 0.01% 51 -49,538 -29.7% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 116,762 5,681 0.03% 0.04% 52 -1,345 -1.14% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History Added to 116,597 5,674 0.19% 0.11% 53 +55,898 92.09% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 113,650 5,530 0.02% 0.03% 54 -12,279 -9.75% Q4 2025 Feb 13, 2026
Nvest Wealth Strategies, Inc. History New 111,450 5,423 3.98% 55 +111,450 New Q4 2025 Jan 28, 2026
Americana Partners, LLC History Reduced 105,246 5,121 0.14% 0.15% 56 -3,915 -3.59% Q4 2025 Feb 06, 2026
JANE STREET GROUP, LLC History Added to 101,956 4,961 0.0% 0.0% 57 +91,110 840.03% Q4 2025 Feb 12, 2026
Western Wealth Management, LLC History Reduced 100,046 4,868 0.22% 0.24% 58 -602 -0.6% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Added to 97,705 4,754 0.02% 0.02% 59 +3,021 3.19% Q4 2025 Feb 18, 2026
Lido Advisors, LLC History Added to 97,308 4,728 0.01% 0.01% 60 +15,035 18.27% Q4 2025 Feb 10, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 96,638 4,702 1.31% 1.36% 61 -10,721 -9.99% Q4 2025 Jan 13, 2026
Sachetta, LLC History Added to 86,893 4,228 2.32% 1.44% 62 +3,022 3.6% Q4 2025 Feb 02, 2026
&PARTNERS History Added to 86,576 4,212 0.02% 0.02% 63 +7,216 9.09% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 84,902 4,131 0.01% 0.0% 64 +64,455 315.23% Q4 2025 Mar 16, 2026
Prism Advisors, Inc. History Reduced 74,747 3,637 0.97% 1.08% 65 -11,907 -13.74% Q4 2025 Jan 23, 2026
RHUMBLINE ADVISERS History New 74,471 3,623 0.0% 66 +74,471 New Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 72,935 3,549 0.17% 0.2% 67 -30,487 -29.48% Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 72,607 3,533 0.05% 0.05% 68 +1,493 2.1% Q4 2025 Feb 12, 2026
Sculati Wealth Management, LLC History Reduced 65,775 3,200 1.13% 1.31% 69 -14,940 -18.51% Q4 2025 Feb 05, 2026
D.A. DAVIDSON & CO. History Added to 63,854 3,107 0.02% 0.02% 70 +1,686 2.71% Q4 2025 Jan 29, 2026
OPPENHEIMER & CO INC History Added to 63,733 3,101 0.04% 0.03% 71 +4,265 7.17% Q4 2025 Feb 02, 2026
Fortis Capital Management LLC History Reduced 61,239 2,979 0.39% 0.44% 72 -6,943 -10.18% Q4 2025 Feb 13, 2026
Hobbs Group Advisors, LLC History Reduced 59,523 2,896 0.87% 0.98% 73 -8,664 -12.71% Q4 2025 Jan 28, 2026
JPMORGAN CHASE & CO History Reduced 57,860 2,815 0.0% 0.0% 74 -3,698 -6.01% Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 55,197 2,685 0.05% 0.06% 75 -7,105 -11.4% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 52,695 2,564 0.0% 0.0% 76 +4,942 10.35% Q4 2025 Feb 18, 2026
Mutual Advisors, LLC History Reduced 52,387 2,549 0.05% 0.05% 77 -226 -0.43% Q4 2025 Feb 02, 2026
Greykasell Wealth Strategies, Inc. History Reduced 51,641 2,512 0.99% 2.29% 78 -66,640 -56.34% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 50,017 2,433 0.0% 0.0% 79 -46,309 -48.08% Q4 2025 Feb 17, 2026
DHJJ Financial Advisors, Ltd. History Reduced 47,454 2,309 0.77% 0.8% 80 -3,968 -7.72% Q4 2025 Jan 23, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 47,379 2,305 0.04% 0.04% 81 -100 -0.21% Q4 2025 Jan 28, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Reduced 46,444 2,259 0.77% 0.73% 82 -780 -1.65% Q4 2025 Jan 07, 2026
Focus Financial Network, Inc. History Added to 45,445 2,211 0.08% 0.07% 83 +509 1.13% Q4 2025 Jan 12, 2026
IFP Advisors, Inc History Added to 44,435 2,162 0.05% 0.05% 84 +3,428 8.36% Q4 2025 Feb 06, 2026
CONDOR CAPITAL MANAGEMENT History Added to 44,144 2,148 0.17% 0.16% 85 +1,526 3.58% Q4 2025 Feb 06, 2026
Redhawk Wealth Advisors, Inc. History Reduced 42,917 2,088 0.23% 0.46% 86 -43,004 -50.05% Q4 2025 Jan 14, 2026
Merit Financial Group, LLC History Added to 40,281 1,960 0.02% 0.01% 87 +8,062 25.02% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 38,916 1,893 0.03% 0.04% 88 +628 1.64% Q4 2025 Feb 06, 2026
GPS Wealth Strategies Group, LLC History Reduced 38,646 1,880 1.6% 0.74% 89 -112,485 -74.43% Q4 2025 Feb 06, 2026
Platform Technology Partners History Added to 37,805 1,839 0.39% 0.35% 90 +6,222 19.7% Q4 2025 Feb 13, 2026
World Investment Advisors History Reduced 37,223 1,811 0.03% 0.07% 91 -42,194 -53.13% Q4 2025 Mar 12, 2026
Bank of New York Mellon Corp History Reduced 37,001 1,800 0.0% 0.0% 92 -1 -0.0% Q4 2025 Feb 10, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 34,106 1,659 1.18% 93 +34,106 New Q4 2025 Feb 13, 2026
Southland Equity Partners LLC History Reduced 33,680 1,638 0.32% 0.31% 94 -85 -0.25% Q4 2025 Jan 14, 2026
Rehmann Capital Advisory Group History Reduced 29,501 1,635 0.09% 0.08% 95 -4,100 -12.2% Q4 2025 Mar 04, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 32,968 1,604 0.18% 0.17% 96 -197 -0.59% Q4 2025 Jan 20, 2026
Visionary Wealth Advisors History Reduced 32,889 1,600 0.07% 0.08% 97 -2,683 -7.54% Q4 2025 Feb 13, 2026
Provident Wealth Management, LLC History Added to 32,050 1,559 0.46% 0.41% 98 +2,872 9.84% Q4 2025 Jan 28, 2026
XY Planning Network, Inc. History New 31,768 1,545 0.27% 99 +31,768 New Q4 2025 Jan 26, 2026
VALLEY NATIONAL ADVISERS INC History Added to 31,325 1,523 0.21% 0.22% 100 +811 2.66% Q4 2025 Jan 23, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 31,220 1,519 0.68% 101 +31,220 New Q4 2025 Feb 06, 2026
Stonebridge Wealth Management, LLC History Reduced 30,781 1,497 1.41% 1.35% 102 -3,351 -9.82% Q4 2025 Jan 07, 2026
Core Wealth Advisors, Inc. History Added to 27,513 1,338 0.35% 0.27% 103 +4,795 21.11% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 26,962 1,311 0.05% 0.04% 104 +3,840 16.61% Q4 2025 Jan 21, 2026
Mach-1 Financial Group, LLC History New 26,764 1,302 0.27% 105 +26,764 New Q4 2025 Feb 06, 2026
United Advisor Group, LLC History Reduced 26,452 1,287 0.16% 0.18% 106 -1,851 -6.54% Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Reduced 26,077 1,268 0.01% 0.02% 107 -37,911 -59.25% Q4 2025 Jan 29, 2026
Stratos Wealth Partners, LTD. History Reduced 25,672 1,249 0.01% 0.02% 108 -6,309 -19.73% Q4 2025 Jan 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 25,005 1,216 0.06% 0.08% 109 -4,199 -14.38% Q4 2025 Jan 26, 2026
COZAD ASSET MANAGEMENT INC History Reduced 23,899 1,162 0.09% 0.09% 110 -1,265 -5.03% Q4 2025 Feb 13, 2026
NWAM LLC History Added to 22,874 1,148 0.06% 0.05% 111 +4,671 25.66% Q4 2025 Feb 04, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 23,089 1,123 0.22% 0.2% 112 +2,864 14.16% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History Added to 23,028 1,120 0.03% 0.03% 113 +1,368 6.32% Q4 2025 Jan 28, 2026
Golden State Equity Partners History Added to 22,909 1,083 0.17% 0.17% 114 +645 2.9% Q4 2025 Jan 29, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 22,238 1,082 0.08% 0.07% 115 +33 0.15% Q4 2025 Jan 14, 2026
Alchemi Wealth, LLC History New 21,293 1,036 0.57% 116 +21,293 New Q4 2025 Feb 13, 2026
Sloy Dahl & Holst, LLC History Added to 21,016 1,022 0.12% 0.1% 117 +107 0.51% Q4 2025 Feb 04, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 20,999 1,021 0.36% 0.35% 118 +333 1.61% Q4 2025 Feb 13, 2026
First Heartland Consultants, Inc. History Reduced 20,668 1,005 0.08% 0.08% 119 -312 -1.49% Q4 2025 Jan 09, 2026
Prospera Financial Services Inc History Added to 20,455 995 0.02% 0.02% 120 +727 3.69% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History Reduced 24,592 992 0.02% 0.02% 121 -1,627 -6.21% Q4 2025 Feb 11, 2026
Jacobi Capital Management LLC History Reduced 20,260 985 0.06% 0.06% 122 -923 -4.36% Q4 2025 Feb 13, 2026
TopTier Wealth Management, LLC History New 18,634 906 0.62% 123 +18,634 New Q4 2025 Feb 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 17,753 902 0.04% 0.74% 124 -253,215 -93.45% Q4 2025 Feb 03, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 18,164 883 0.07% 0.08% 125 -670 -3.56% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 18,069 879 0.01% 0.01% 126 +170 0.95% Q4 2025 Jan 15, 2026
Cordatus Wealth Management LLC History Added to 16,906 822 0.19% 0.17% 127 +1,188 7.56% Q4 2025 Jan 26, 2026
Capital Developers, LLC History New 15,871 772 0.69% 128 +15,871 New Q4 2025 Jan 30, 2026
Diversify Advisory Services, LLC History New 15,094 769 0.02% 129 +15,094 New Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History Added to 15,750 766 0.09% 0.08% 130 +2 0.01% Q4 2025 Jan 21, 2026
Colorado Capital Management, Inc. History Reduced 14,967 728 0.27% 0.28% 131 -573 -3.69% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Reduced 13,619 662 0.0% 0.01% 132 -3,420 -20.07% Q4 2025 Feb 17, 2026
INSIGHT 2811, INC. History No change 13,219 643 0.28% 0.27% 133 0 0.0% Q4 2025 Feb 03, 2026
PARK AVENUE SECURITIES LLC History Added to 12,236 595 0.01% 0.0% 134 +327 2.75% Q4 2025 Jan 05, 2026
Parallel Advisors, LLC History Reduced 12,059 586 0.01% 0.01% 135 -1,574 -11.55% Q4 2025 Feb 11, 2026
SUMMIT WEALTH GROUP LLC / CO History New 11,489 559 0.07% 136 +11,489 New Q4 2025 Feb 04, 2026
Wealthcare Advisory Partners LLC History Added to 11,408 555 0.01% 0.01% 137 +2 0.02% Q4 2025 Jan 14, 2026
IHT Wealth Management, LLC History Reduced 11,009 535 0.01% 0.01% 138 -15 -0.14% Q4 2025 Feb 17, 2026
BFSG, LLC History Reduced 10,885 529 0.05% 0.05% 139 -133 -1.21% Q4 2025 Jan 22, 2026
Atria Investments, Inc History Reduced 10,826 526 0.01% 0.01% 140 -5,086 -31.96% Q4 2025 Feb 05, 2026
Avestar Capital, LLC History Reduced 10,729 522 0.03% 0.03% 141 -33 -0.31% Q4 2025 Feb 10, 2026
Apollon Wealth Management, LLC History Reduced 10,140 493 0.01% 0.01% 142 -1,498 -12.87% Q4 2025 Jan 22, 2026
WORLD EQUITY GROUP, INC. History Added to 10,033 488 0.14% 0.1% 143 +922 10.12% Q4 2025 Jan 12, 2026
Centerpoint Advisory Group History Reduced 9,974 485 0.37% 0.36% 144 -12 -0.12% Q4 2025 Feb 03, 2026
Focus Partners Wealth History Added to 9,583 466 0.0% 0.0% 145 +1,592 19.92% Q4 2025 Feb 13, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 9,095 451 0.1% 0.11% 146 +1 0.01% Q4 2025 Feb 04, 2026
Cardinal Point Capital Management ULC History No change 9,236 449 0.03% 0.03% 147 0 0.0% Q4 2025 Feb 05, 2026
Insight Advisors, LLC/ PA History Added to 8,463 411 0.06% 0.06% 148 +88 1.05% Q4 2025 Feb 11, 2026
YANKCOM Partnership History No change 8,400 408 0.17% 0.17% 149 0 0.0% Q4 2025 Jan 20, 2026
FMR LLC History Added to 8,250 401 0.0% 0.0% 150 +192 2.38% Q4 2025 Feb 17, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 8,167 397 0.41% 0.39% 151 -373 -4.37% Q4 2025 Jan 20, 2026
MTM Investment Management, LLC History No change 8,005 389 0.12% 0.12% 152 0 0.0% Q4 2025 Feb 09, 2026
QTR Family Wealth, LLC History Reduced 7,561 386 0.17% 0.18% 153 -491 -6.1% Q4 2025 Feb 13, 2026
Family Investment Center, Inc. History Reduced 7,892 384 0.08% 0.1% 154 -2,584 -24.67% Q4 2025 Jan 23, 2026
LongView Wealth Management History No change 7,500 382 0.09% 0.09% 155 0 0.0% Q4 2025 Jan 13, 2026
U.S. Capital Wealth Advisors, LLC History No change 7,750 377 0.01% 0.01% 156 0 0.0% Q4 2025 Jan 23, 2026
Cerity Partners LLC History Added to 7,592 369 0.0% 0.0% 157 +1,196 18.7% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Reduced 7,578 368 0.0% 0.0% 158 -412 -5.16% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Reduced 7,485 364 0.05% 0.05% 159 -331 -4.23% Q4 2025 Jan 08, 2026
Astoria Portfolio Advisors LLC. History Reduced 6,822 350 0.08% 0.09% 160 -439 -6.05% Q4 2025 Feb 24, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 7,057 343 0.0% 161 +7,057 New Q4 2025 Feb 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 7,011 341 0.02% 0.02% 162 -17 -0.24% Q4 2025 Feb 10, 2026
FORONJY FINANCIAL LLC History Reduced 6,984 339 0.14% 0.15% 163 -534 -7.1% Q4 2025 Feb 03, 2026
WILLNER & HELLER, LLC History Reduced 6,925 336 0.24% 0.27% 164 -729 -9.52% Q4 2025 Jan 12, 2026
CITIGROUP INC History Added to 6,848 333 0.0% 0.0% 166 +942 15.95% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History No change 6,846 333 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 17, 2026
Clark Asset Management, LLC History Reduced 6,682 325 0.03% 0.05% 167 -1,779 -21.03% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Added to 6,621 322 0.0% 0.0% 168 +215 3.36% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History New 6,599 321 0.01% 169 +6,599 New Q4 2025 Feb 09, 2026
Ifrah Financial Services, Inc. History Reduced 6,541 318 0.08% 0.08% 170 -164 -2.45% Q4 2025 Jan 22, 2026
Montis Financial, LLC History Reduced 6,415 312 0.06% 0.09% 171 -1,683 -20.78% Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History No change 6,380 310 0.01% 0.01% 172 0 0.0% Q4 2025 Jan 30, 2026
PFG Investments, LLC History Reduced 6,134 298 0.01% 0.02% 173 -627 -9.27% Q4 2025 Jan 26, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 5,944 289 0.01% 0.01% 174 -492 -7.64% Q4 2025 Jan 07, 2026
Aspen Investment Management Inc History No change 5,650 275 0.08% 0.1% 175 0 0.0% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 5,609 272 0.0% 0.0% 176 +4,606 459.22% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History New 5,506 267 0.0% 177 +5,506 New Q4 2025 Feb 17, 2026
Herold Advisors, Inc. History Reduced 5,393 262 0.06% 0.06% 178 -236 -4.19% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 5,338 259 0.0% 179 +5,338 New Q4 2025 Feb 05, 2026
TWO SIGMA SECURITIES, LLC History Reduced 5,307 258 0.04% 0.04% 180 -543 -9.28% Q4 2025 Feb 17, 2026
Amplius Wealth Advisors, LLC History No change 5,180 252 0.02% 0.02% 181 0 0.0% Q4 2025 Jan 12, 2026
Essex Financial Services, Inc. History No change 5,000 243 0.01% 0.01% 182 0 0.0% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Reduced 4,737 230 0.01% 0.02% 183 -450 -8.68% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 4,626 225 0.0% 184 +4,626 New Q4 2025 Feb 05, 2026
SEI INVESTMENTS CO History New 4,535 220 0.0% 185 +4,535 New Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 4,526 220 0.0% 0.0% 186 +3,694 443.99% Q4 2025 Jan 23, 2026
KEYVANTAGE WEALTH, LLC History Reduced 4,540 220 0.09% 0.09% 187 -297 -6.14% Q4 2025 Feb 10, 2026
Soltis Investment Advisors LLC History Reduced 4,506 219 0.01% 0.01% 188 -217 -4.59% Q4 2025 Apr 02, 2026
Royal Fund Management, LLC History New 4,444 216 0.02% 189 +4,444 New Q4 2025 Jan 15, 2026
Garden State Investment Advisory Services LLC History Reduced 4,426 215 0.05% 0.08% 190 -3,025 -40.6% Q4 2025 Feb 17, 2026
Bison Wealth, LLC History New 4,566 212 0.02% 191 +4,566 New Q4 2025 Mar 24, 2026
Kraft, Davis & Associates, LLC History New 4,081 207 0.05% 192 +4,081 New Q4 2025 Jan 14, 2026
Virtu Financial LLC History Reduced 4,207 205 0.01% 0.05% 193 -14,479 -77.49% Q4 2025 Feb 23, 2026
Daybright Advisory Services, Inc. History New 4,161 202 0.05% 194 +4,161 New Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Reduced 4,108 199 0.0% 0.0% 195 -2,777 -40.33% Q4 2025 Feb 09, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 4,014 195 0.07% 0.07% 196 0 0.0% Q4 2025 Jan 21, 2026
COMERICA BANK History Reduced 3,802 184 0.0% 0.0% 198 -586 -13.35% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Added to 3,790 184 0.0% 0.0% 197 +125 3.41% Q4 2025 Feb 02, 2026
CWM, LLC History Reduced 3,742 182 0.0% 0.0% 199 -551 -12.83% Q4 2025 Jan 26, 2026
Garton & Associates Financial Advisors LLC History New 3,704 180 0.1% 200 +3,704 New Q4 2025 Feb 18, 2026
AlphaCore Capital LLC History Added to 3,446 167 0.0% 0.0% 201 +1,958 131.59% Q4 2025 Feb 05, 2026
FIRST FINANCIAL CORP /IN/ History No change 3,250 158 0.06% 0.06% 202 0 0.0% Q4 2025 Jan 13, 2026
CoreCap Advisors, LLC History Reduced 3,138 152 0.01% 0.01% 204 -1,004 -24.24% Q4 2025 Jan 13, 2026
ASSETMARK, INC History Added to 3,129 152 0.0% 0.0% 203 +977 45.4% Q4 2025 Jan 23, 2026
DiNuzzo Private Wealth, Inc. History No change 3,090 150 0.02% 0.02% 205 0 0.0% Q4 2025 Jan 16, 2026
Pinnacle Bancorp, Inc. History No change 3,000 145 0.04% 0.04% 206 0 0.0% Q4 2025 Jan 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,444 118 0.0% 0.0% 207 0 0.0% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 1,993 96 0.0% 208 +1,993 New Q4 2025 Feb 17, 2026
IAG Wealth Partners, LLC History No change 1,973 96 0.01% 0.01% 209 0 0.0% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Reduced 1,971 95 0.01% 0.13% 210 -33,498 -94.44% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,831 89 0.0% 211 +1,831 New Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 1,688 82 0.05% 212 +1,688 New Q4 2025 Feb 17, 2026
TOMPKINS FINANCIAL CORP History No change 1,556 75 0.01% 0.01% 213 0 0.0% Q4 2025 Jan 08, 2026
MeadowBrook Investment Advisors LLC History No change 1,380 67 0.06% 0.05% 214 0 0.0% Q4 2025 Jan 14, 2026
BESSEMER GROUP INC History Reduced 1,198 58 0.0% 0.0% 215 -3,076 -71.97% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Added to 1,141 55 0.0% 0.0% 216 +262 29.81% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,110 53 0.0% 0.0% 217 +35 3.26% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,086 52 0.0% 0.0% 218 -1,765 -61.91% Q4 2025 Feb 09, 2026
Aptus Capital Advisors, LLC History Reduced 937 45 0.0% 0.0% 219 -16 -1.68% Q4 2025 Feb 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 924 44 0.0% 0.0% 220 0 0.0% Q4 2025 Jan 23, 2026
JNBA Financial Advisors History No change 910 44 0.0% 0.0% 221 0 0.0% Q4 2025 Jan 26, 2026
TD Capital Management LLC History Added to 865 42 0.0% 0.0% 222 +2 0.23% Q4 2025 Feb 26, 2026
North Star Investment Management Corp. History New 607 29 0.0% 223 +607 New Q4 2025 Jan 30, 2026
Glen Eagle Advisors, LLC History No change 568 27 0.0% 0.0% 224 0 0.0% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 535 26 0.0% 0.0% 225 +499 1386.11% Q4 2025 Feb 13, 2026
Vermillion & White Wealth Management Group, LLC History No change 527 25 0.01% 0.01% 226 0 0.0% Q4 2025 Feb 18, 2026
Financial Gravity Asset Management, Inc. History No change 494 24 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 13, 2026
Hurley Capital, LLC History Added to 474 23 0.01% 0.01% 228 +1 0.21% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 456 22 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 389 18 0.0% 0.0% 230 +1 0.26% Q4 2025 Jan 20, 2026
BARRETT & COMPANY, INC. History No change 342 16 0.01% 0.01% 231 0 0.0% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Reduced 320 15 0.0% 0.0% 232 -1,889 -85.51% Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History Added to 304 14 0.0% 0.0% 233 +241 382.54% Q4 2025 Feb 09, 2026
Sunbelt Securities, Inc. History No change 219 10 0.0% 0.0% 234 0 0.0% Q4 2025 Feb 20, 2026
General Partner, Inc. History No change 225 10 0.01% 0.01% 235 0 0.0% Q4 2025 Jan 06, 2026
Elevated Capital Advisors, LLC History New 191 9 0.0% 236 +191 New Q4 2025 Jan 27, 2026
Rossby Financial, LCC History No change 156 7 0.0% 0.0% 237 0 0.0% Q4 2025 Feb 12, 2026
Cheviot Value Management, LLC History No change 116 5 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 03, 2026
Operose Advisors LLC History No change 99 4 0.0% 0.0% 239 0 0.0% Q4 2025 Feb 10, 2026
Strategic Advocates LLC History No change 87 4 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 11, 2026
BAYBAN History New 70 3 0.0% 242 +70 New Q4 2025 Mar 05, 2026
Pflug Koory, LLC History No change 68 3 0.0% 0.0% 241 0 0.0% Q4 2025 Jan 20, 2026
Key Capital Management, INC History New 45 2 0.0% 243 +45 New Q4 2025 Jan 26, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 35 1 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 12, 2026
AIFG Consultants Ltd. History Closed out 0 0 1.59% -19,620 -100.0% Q3 2025 Oct 14, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -7,681 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -5,346 -100.0% Q3 2025 Oct 31, 2025
Csenge Advisory Group History Closed out 0 0 0.01% -5,068 -100.0% Q3 2025 Oct 28, 2025
Trademark Financial Management, LLC History Closed out 0 0 0.13% -4,932 -100.0% Q3 2025 Oct 17, 2025
Venture Visionary Partners LLC History Closed out 0 0 0.01% -4,931 -100.0% Q3 2025 Oct 06, 2025
MAYPORT, LLC History Closed out 0 0 0.05% -4,893 -100.0% Q3 2025 Nov 20, 2025
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -4,859 -100.0% Q3 2025 Nov 12, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -4,458 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -344 -100.0% Q3 2025 Oct 21, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -265 -100.0% Q3 2025 Nov 18, 2025
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.0% -28 -100.0% Q3 2025 Nov 13, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 -17 -100.0% Q3 2025 Nov 14, 2025
BNP PARIBAS FINANCIAL MARKETS History Closed out 0 0 -5 -100.0% Q3 2025 Nov 13, 2025
New Millennium Group LLC History No change 1 0 0 0.0% Q4 2025 Feb 06, 2026