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 | No change | 3,364,175 | 176,215 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,182,488 | 166,698 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,294,923 | 120,208 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,401,573 | 73,414 | 1.48% | 1.48% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,238,170 | 64,855 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | No change | 998,941 | 52,324 | 3.3% | 3.3% | 6 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | No change | 988,454 | 51,775 | 0.24% | 0.24% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 954,690 | 49,548 | 0.03% | 0.03% | 8 | +12,739 | 1.35% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 814,323 | 42,653 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 791,286 | 41,067 | 1.58% | 1.6% | 10 | +6,497 | 0.83% | Q3 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 773,171 | 40,498 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 724,245 | 37,935 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 586,023 | 30,673 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 485,942 | 25,461 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 465,892 | 24,179 | 5.51% | 5.69% | 15 | +14,259 | 3.16% | Q3 2026 | Oct 27, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 414,748 | 21,524 | 2.5% | 2.5% | 16 | -65 | -0.02% | Q3 2026 | Oct 26, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 385,730 | 19,976 | 2.11% | 2.1% | 17 | -3,695 | -0.95% | Q3 2026 | Oct 22, 2026 |
| WESCAP Management Group, Inc. | History | No change | 378,708 | 19,836 | 3.7% | 3.7% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Asset Management, LLC | History | Reduced | 381,373 | 19,793 | 2.55% | 2.58% | 19 | -2,762 | -0.72% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 357,978 | 18,750 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 336,169 | 17,447 | 5.39% | 5.32% | 21 | +6,990 | 2.12% | Q3 2026 | Oct 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 287,565 | 15,062 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prepared Retirement Institute LLC | History | No change | 263,132 | 13,782 | 5.87% | 5.87% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 264,173 | 13,710 | 0.39% | 0.38% | 24 | +4,866 | 1.88% | Q3 2026 | Oct 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 249,413 | 13,064 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 244,859 | 12,825 | 0.2% | 0.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 239,644 | 12,438 | 0.03% | 0.03% | 27 | -7,506 | -3.04% | Q3 2026 | Nov 02, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 226,834 | 11,881 | 5.41% | 5.41% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 221,217 | 11,587 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 219,111 | 11,477 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Melone Private Wealth, LLC | History | Added to | 213,102 | 11,059 | 4.34% | 4.09% | 31 | +7,838 | 3.82% | Q3 2026 | Oct 16, 2026 |
| Eagle Strategies LLC | History | Reduced | 208,449 | 10,818 | 1.05% | 1.29% | 32 | -39,511 | -15.93% | Q3 2026 | Oct 16, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 205,876 | 10,783 | 1.04% | 1.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 194,404 | 10,089 | 0.31% | 0.35% | 34 | -33,710 | -14.78% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | Added to | 186,074 | 9,657 | 0.02% | 0.03% | 35 | +5,636 | 3.12% | Q3 2026 | Nov 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 184,303 | 9,653 | 0.53% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 183,696 | 9,622 | 5.31% | 5.31% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 176,265 | 9,233 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berkeley, Inc | History | Added to | 177,829 | 9,229 | 2.85% | 2.92% | 39 | +355 | 0.2% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 176,163 | 9,142 | 0.06% | 0.08% | 40 | -4,658 | -2.58% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 166,263 | 8,629 | 0.06% | 0.06% | 41 | +8,180 | 5.17% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 133,393 | 6,929 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 129,860 | 6,802 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 128,507 | 6,712 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 109,239 | 5,721 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Americana Partners, LLC | History | Reduced | 103,896 | 5,392 | 0.12% | 0.13% | 46 | -4,854 | -4.46% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 102,688 | 5,329 | 0.02% | 0.02% | 48 | +2,017 | 2.0% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 101,745 | 5,329 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 101,280 | 5,256 | 0.01% | 0.01% | 49 | -3,493 | -3.33% | Q3 2026 | Nov 02, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 94,638 | 4,911 | 0.69% | 0.71% | 50 | +932 | 0.99% | Q3 2026 | Oct 19, 2026 |
| Sachetta, LLC | History | No change | 93,733 | 4,909 | 2.39% | 2.39% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 87,561 | 4,544 | 0.83% | 0.88% | 52 | -1,277 | -1.44% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 80,046 | 4,126 | 0.01% | 0.01% | 53 | -2,803 | -3.38% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 77,982 | 4,088 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 75,403 | 3,949 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 75,007 | 3,892 | 0.04% | 0.04% | 56 | +3,315 | 4.62% | Q3 2026 | Oct 26, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 74,826 | 3,883 | 2.14% | 10.52% | 57 | -255,725 | -77.36% | Q3 2026 | Oct 29, 2026 |
| Western Wealth Management, LLC | History | No change | 71,931 | 3,767 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 71,740 | 3,757 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 70,433 | 3,655 | 0.06% | 0.06% | 60 | +3,564 | 5.33% | Q3 2026 | Oct 16, 2026 |
| R2 Capital Strategies, LLC | History | Added to | 70,294 | 3,648 | 1.55% | 1.61% | 61 | +2,455 | 3.62% | Q3 2026 | Oct 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 66,947 | 3,474 | 0.04% | 0.07% | 62 | -52,739 | -44.06% | Q3 2026 | Oct 30, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 66,803 | 3,467 | 1.1% | 3.98% | 63 | -172,479 | -72.08% | Q3 2026 | Oct 13, 2026 |
| Prism Advisors, Inc. | History | Reduced | 66,743 | 3,440 | 0.86% | 0.92% | 64 | -5,781 | -7.97% | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 63,368 | 3,309 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | No change | 62,160 | 3,255 | 0.36% | 0.36% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 62,468 | 3,242 | 0.02% | 0.02% | 67 | +2,225 | 3.69% | Q3 2026 | Oct 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 60,789 | 3,184 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | New | 59,647 | 3,095 | 0.03% | — | 69 | +59,647 | New | Q3 2026 | Oct 28, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 56,993 | 2,948 | 0.96% | 1.02% | 70 | -1,809 | -3.08% | Q3 2026 | Oct 19, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 55,675 | 2,916 | 0.77% | 0.77% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 55,521 | 2,881 | 2.08% | 2.55% | 72 | -22,512 | -28.85% | Q3 2026 | Oct 14, 2026 |
| Platform Technology Partners | History | Added to | 55,182 | 2,863 | 0.45% | 0.43% | 73 | +4,952 | 9.86% | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 51,713 | 2,708 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 46,578 | 2,417 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 43,941 | 2,301 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Global Retirement Partners, LLC | History | No change | 43,585 | 2,282 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 40,403 | 2,116 | 0.82% | 0.82% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 40,427 | 2,098 | 0.6% | 0.65% | 79 | -2,601 | -6.04% | Q3 2026 | Oct 23, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 39,262 | 2,037 | 0.7% | 0.78% | 80 | -3,198 | -7.53% | Q3 2026 | Oct 16, 2026 |
| Bank of New York Mellon Corp | History | No change | 38,502 | 2,016 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 38,610 | 2,003 | 0.06% | 0.06% | 82 | -110 | -0.28% | Q3 2026 | Oct 14, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 37,387 | 1,940 | 0.69% | 0.54% | 83 | -3,019 | -7.47% | Q3 2026 | Oct 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 37,052 | 1,940 | 0.7% | 0.7% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 36,642 | 1,919 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | Added to | 35,240 | 1,828 | 0.31% | 0.32% | 86 | +475 | 1.37% | Q3 2026 | Oct 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,026 | 1,782 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 33,853 | 1,756 | 0.19% | 0.2% | 88 | +218 | 0.65% | Q3 2026 | Oct 23, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 33,232 | 1,740 | 0.35% | 0.35% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 36,049 | 1,735 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 33,009 | 1,729 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 32,268 | 1,674 | 0.05% | 0.05% | 92 | +777 | 2.47% | Q3 2026 | Oct 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 32,235 | 1,672 | 0.17% | 0.17% | 93 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| XY Planning Network, Inc. | History | Reduced | 29,939 | 1,553 | 0.17% | 0.2% | 94 | -396 | -1.31% | Q3 2026 | Oct 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 28,603 | 1,547 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 28,890 | 1,513 | 0.83% | 0.83% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 28,421 | 1,475 | 0.01% | 0.01% | 97 | +3,798 | 15.42% | Q3 2026 | Oct 22, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 26,244 | 1,362 | 1.21% | 1.3% | 98 | -1,511 | -5.44% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,649 | 1,343 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 25,441 | 1,324 | 0.02% | 0.02% | 100 | -2,206 | -7.98% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 25,441 | 1,324 | 0.02% | 0.02% | 101 | -2,206 | -7.98% | Q3 2026 | Oct 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 24,897 | 1,304 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 24,936 | 1,298 | 0.45% | 0.53% | 103 | -1,275 | -4.86% | Q3 2026 | Nov 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 24,620 | 1,289 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 24,198 | 1,267 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 24,152 | 1,265 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| United Advisor Group, LLC | History | Reduced | 23,714 | 1,230 | 0.12% | 0.14% | 107 | -1,279 | -5.12% | Q3 2026 | Nov 02, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 23,136 | 1,211 | 0.22% | 0.22% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 23,073 | 1,208 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 23,058 | 1,207 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | New | 22,998 | 1,193 | 0.02% | — | 111 | +22,998 | New | Q3 2026 | Nov 03, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 21,398 | 1,110 | 0.16% | 0.14% | 112 | +36 | 0.17% | Q3 2026 | Oct 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 20,933 | 1,096 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 20,855 | 1,088 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,842 | 1,081 | 0.07% | 0.07% | 115 | -372 | -1.75% | Q3 2026 | Oct 08, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 19,913 | 1,043 | 0.3% | 0.3% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 19,756 | 1,034 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,748 | 1,023 | 0.01% | 0.02% | 118 | -233 | -1.17% | Q3 2026 | Nov 04, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 18,281 | 948 | 0.55% | 0.58% | 119 | -50 | -0.27% | Q3 2026 | Oct 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 17,275 | 896 | 0.06% | 0.06% | 120 | -307 | -1.75% | Q3 2026 | Oct 08, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 16,458 | 854 | 0.19% | 0.19% | 121 | -364 | -2.16% | Q3 2026 | Oct 19, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 16,133 | 845 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PFG Advisors | History | Reduced | 15,483 | 803 | 0.04% | 0.04% | 123 | -1,379 | -8.18% | Q3 2026 | Oct 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 15,330 | 796 | 0.08% | 0.08% | 124 | +3 | 0.02% | Q3 2026 | Oct 27, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 14,930 | 782 | 1.02% | 1.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colorado Capital Management, Inc. | History | No change | 14,911 | 774 | 0.27% | 0.27% | 126 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 14,755 | 765 | 0.08% | 0.11% | 127 | -5,618 | -27.58% | Q3 2026 | Oct 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 14,365 | 752 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 14,394 | 747 | 0.01% | 0.02% | 129 | -911 | -5.95% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 14,201 | 743 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 13,787 | 715 | 0.05% | 0.11% | 131 | -10,754 | -43.82% | Q3 2026 | Oct 29, 2026 |
| INSIGHT 2811, INC. | History | No change | 13,219 | 692 | 0.27% | 0.27% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 12,903 | 669 | 0.28% | 0.13% | 133 | +2,191 | 20.45% | Q3 2026 | Oct 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,309 | 639 | 0.0% | 0.0% | 134 | -216 | -1.72% | Q3 2026 | Oct 26, 2026 |
| IHT Wealth Management, LLC | History | No change | 11,285 | 591 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,997 | 576 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,724 | 561 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | Reduced | 10,802 | 560 | 0.04% | 0.03% | 138 | -6 | -0.06% | Q3 2026 | Oct 28, 2026 |
| FMR LLC | History | No change | 10,591 | 554 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,203 | 534 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 10,000 | 519 | 0.12% | 0.14% | 141 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9,621 | 499 | 0.01% | 0.01% | 142 | -17 | -0.18% | Q3 2026 | Nov 03, 2026 |
| Centerpoint Advisory Group | History | Reduced | 9,562 | 496 | 0.31% | 0.33% | 143 | -367 | -3.7% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,383 | 491 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 8,769 | 459 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 8,579 | 445 | 0.1% | 0.1% | 146 | +1 | 0.01% | Q3 2026 | Oct 29, 2026 |
| YANKCOM Partnership | History | No change | 8,400 | 435 | 0.15% | 0.16% | 147 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 8,267 | 429 | 0.01% | — | 148 | +8,267 | New | Q3 2026 | Nov 02, 2026 |
| MTM Investment Management, LLC | History | No change | 8,005 | 415 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 7,916 | 414 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 7,648 | 400 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 7,500 | 389 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,274 | 381 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QTR Family Wealth, LLC | History | Added to | 7,247 | 376 | 0.14% | 0.13% | 154 | +9 | 0.12% | Q3 2026 | Nov 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 7,072 | 370 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,968 | 364 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,972 | 361 | 0.0% | 0.0% | 157 | -281 | -3.87% | Q3 2026 | Oct 30, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 6,841 | 355 | 0.12% | 0.13% | 158 | -52 | -0.75% | Q3 2026 | Oct 14, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 6,680 | 346 | 0.22% | 0.23% | 159 | -371 | -5.26% | Q3 2026 | Oct 27, 2026 |
| Clark Asset Management, LLC | History | No change | 6,682 | 346 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PFG Investments, LLC | History | No change | 6,574 | 344 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 6,559 | 343 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,432 | 336 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 6,396 | 335 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 6,383 | 334 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,350 | 329 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 6,286 | 326 | 0.08% | 0.08% | 167 | -57 | -0.9% | Q3 2026 | Oct 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 6,049 | 313 | 0.06% | 0.06% | 168 | -478 | -7.32% | Q3 2026 | Oct 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,694 | 298 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 5,664 | 293 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Aspen Investment Management Inc | History | No change | 5,500 | 288 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,478 | 286 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 5,294 | 274 | 0.03% | — | 173 | +5,294 | New | Q3 2026 | Oct 28, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 5,180 | 268 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,000 | 261 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 4,842 | 253 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,771 | 249 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,626 | 242 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Investment Center, Inc. | History | Reduced | 4,575 | 237 | 0.04% | 0.04% | 180 | -29 | -0.63% | Q3 2026 | Oct 19, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,571 | 237 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,428 | 231 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Reduced | 4,155 | 217 | 0.01% | 0.01% | 182 | -924 | -18.19% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,111 | 215 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,014 | 208 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,917 | 203 | 0.07% | 0.1% | 185 | -217 | -5.25% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | Added to | 3,736 | 193 | 0.0% | 0.0% | 186 | +357 | 10.57% | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,679 | 192 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,284 | 172 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 3,250 | 168 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 3,155 | 163 | 0.01% | — | 190 | +3,155 | New | Q3 2026 | Oct 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3,090 | 160 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,075 | 159 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | No change | 3,063 | 158 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,032 | 157 | 0.0% | 0.0% | 194 | -272 | -8.23% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 2,984 | 156 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 2,911 | 151 | 0.06% | 0.08% | 196 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,777 | 145 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,665 | 139 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,540 | 133 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | New | 2,525 | 131 | 0.0% | — | 200 | +2,525 | New | Q3 2026 | Oct 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,056 | 106 | 0.01% | 0.01% | 201 | +9 | 0.44% | Q3 2026 | Oct 26, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,973 | 103 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,534 | 80 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,556 | 80 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,485 | 77 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Markowski Investments | History | Added to | 1,390 | 72 | 0.02% | 0.01% | 206 | +720 | 107.46% | Q3 2026 | Oct 30, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,380 | 71 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 1,322 | 68 | 0.01% | 0.01% | 208 | -16 | -1.2% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,046 | 54 | 0.0% | 0.0% | 209 | +946 | 946.0% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,037 | 53 | 0.0% | 0.0% | 210 | -192 | -15.62% | Q3 2026 | Oct 08, 2026 |
| JNBA Financial Advisors | History | No change | 910 | 47 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BESSEMER GROUP INC | History | No change | 878 | 46 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 893 | 46 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 877 | 45 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KFG LLC | History | New | 773 | 40 | 0.03% | — | 215 | +773 | New | Q3 2026 | Nov 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 750 | 38 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 602 | 31 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 572 | 29 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hurley Capital, LLC | History | Added to | 482 | 25 | 0.01% | 0.01% | 219 | +1 | 0.21% | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 456 | 23 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | No change | 439 | 22 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 342 | 17 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Rosenberg Matthew Hamilton | History | New | 303 | 15 | 0.0% | — | 223 | +303 | New | Q3 2026 | Oct 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 254 | 13 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Latitude Advisors, LLC | History | New | 246 | 12 | 0.0% | — | 225 | +246 | New | Q3 2026 | Oct 27, 2026 |
| General Partner, Inc. | History | No change | 225 | 11 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 193 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Decker Retirement Planning Inc. | History | New | 149 | 7 | 0.0% | — | 228 | +149 | New | Q3 2026 | Oct 19, 2026 |
| Cheviot Value Management, LLC | History | No change | 116 | 6 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Operose Advisors LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 66 | 3 | 0.0% | — | 233 | +66 | New | Q3 2026 | Nov 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Pflug Koory, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 35 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 24 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,189 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,105 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,621 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,349 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,630 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2026 | Oct 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -778 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2026 | Oct 22, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Kingdom Financial Group LLC. | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Nov 04, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |