WisdomTree Trust - IQDG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,264,066 | 93,913 | 0.01% | 0.01% | 1 | -62,311 | -2.68% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,902,500 | 78,915 | 0.0% | 0.0% | 2 | -27,794 | -1.44% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,097,734 | 45,534 | 1.02% | 0.0% | 3 | +1,097,634 | 1097634.0% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 1,030,236 | 42,734 | 0.01% | 0.01% | 4 | +2,075 | 0.2% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 740,159 | 30,701 | 0.01% | 0.01% | 5 | -42,940 | -5.48% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 604,379 | 25,069 | 0.0% | 0.0% | 6 | +18,300 | 3.12% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 593,998 | 24,639 | 0.03% | 0.03% | 7 | +16,634 | 2.88% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 554,170 | 22,986 | 0.03% | 0.02% | 8 | +21,969 | 4.13% | Q4 2025 | Feb 06, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 466,981 | 19,370 | 2.28% | 2.2% | 9 | +7,517 | 1.64% | Q4 2025 | Jan 20, 2026 |
| CGN Advisors LLC | History | Reduced | 447,451 | 18,560 | 1.47% | 1.69% | 10 | -69,200 | -13.39% | Q4 2025 | Jan 05, 2026 |
| One Capital Management, LLC | History | Reduced | 371,208 | 15,397 | 0.46% | 0.78% | 11 | -243,408 | -39.6% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 260,078 | 10,788 | 0.0% | 0.0% | 12 | +236,061 | 982.89% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 224,503 | 9,312 | 0.11% | 0.11% | 13 | +1,288 | 0.58% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | New | 213,386 | 8,851 | 0.07% | — | 14 | +213,386 | New | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 181,716 | 7,537 | 0.01% | 0.01% | 15 | +19,083 | 11.73% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 167,240 | 6,937 | 0.0% | 0.0% | 16 | +21,751 | 14.95% | Q4 2025 | Feb 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 165,216 | 6,853 | 0.3% | 0.31% | 17 | +213 | 0.13% | Q4 2025 | Jan 22, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 148,965 | 6,179 | 0.8% | 0.81% | 18 | -8,941 | -5.66% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 139,078 | 5,768 | 0.01% | 0.0% | 19 | +97,976 | 238.37% | Q4 2025 | Mar 16, 2026 |
| Catalyst Investment Management LLC | History | New | 139,017 | 5,766 | 5.46% | — | 20 | +139,017 | New | Q4 2025 | Feb 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 138,808 | 5,758 | 0.0% | — | 21 | +138,808 | New | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 117,578 | 4,877 | 0.13% | 0.18% | 22 | -38,983 | -24.9% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 113,242 | 4,697 | 0.0% | 0.0% | 23 | +91,161 | 412.85% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 107,604 | 4,463 | 0.3% | 0.31% | 24 | -1,584 | -1.45% | Q4 2025 | Jan 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 101,450 | 4,208 | 1.54% | 1.52% | 25 | +1,744 | 1.75% | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | Added to | 89,999 | 3,733 | 0.04% | 0.04% | 26 | +2,723 | 3.12% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 89,435 | 3,709 | 0.0% | 0.0% | 27 | +30,419 | 51.54% | Q4 2025 | Feb 18, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 68,576 | 2,844 | 0.08% | 0.08% | 28 | +7,124 | 11.59% | Q4 2025 | Jan 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 66,653 | 2,764 | 0.29% | 0.29% | 29 | +1,527 | 2.34% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 65,538 | 2,718 | 0.02% | 0.02% | 30 | -8,847 | -11.89% | Q4 2025 | Jan 29, 2026 |
| Impact Capital Partners LLC | History | Added to | 63,151 | 2,619 | 0.78% | 0.75% | 31 | +753 | 1.21% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 52,902 | 2,194 | 0.05% | 0.05% | 32 | +114 | 0.22% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 48,174 | 1,998 | 0.09% | 0.1% | 34 | +2,694 | 5.92% | Q4 2025 | Feb 05, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 48,174 | 1,998 | 0.22% | 0.21% | 33 | +1,901 | 4.11% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 46,249 | 1,918 | 0.0% | 0.02% | 35 | -253,192 | -84.55% | Q4 2025 | Feb 12, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 42,649 | 1,769 | 0.1% | 0.1% | 36 | +4 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 42,531 | 1,764 | 0.02% | 0.03% | 37 | +1,934 | 4.76% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 41,868 | 1,736 | 0.0% | 0.0% | 38 | +1,298 | 3.2% | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 39,360 | 1,632 | 0.49% | 0.5% | 39 | -644 | -1.61% | Q4 2025 | Jan 28, 2026 |
| Financial Enhancement Group LLC | History | Added to | 33,056 | 1,411 | 0.18% | 0.17% | 40 | +1,017 | 3.17% | Q4 2025 | Jan 23, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 33,944 | 1,407 | 0.52% | 0.66% | 41 | -11,628 | -25.52% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 33,700 | 1,397 | 0.06% | 0.1% | 42 | -15,568 | -31.6% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,404 | 1,344 | 0.02% | 0.01% | 43 | +2,202 | 7.29% | Q4 2025 | Jan 20, 2026 |
| Mendel Money Management | History | Added to | 26,785 | 1,111 | 0.47% | 0.39% | 44 | +3,761 | 16.34% | Q4 2025 | Jan 29, 2026 |
| Golden State Equity Partners | History | Reduced | 24,626 | 1,021 | 0.16% | 0.36% | 45 | -29,614 | -54.6% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,490 | 1,015 | 0.0% | 0.0% | 46 | -59,950 | -71.0% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 24,119 | 1,000 | 0.0% | 0.0% | 47 | -7,002 | -22.5% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 23,107 | 958 | 0.11% | 0.11% | 48 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 22,779 | 944 | 0.15% | 0.15% | 49 | -311 | -1.35% | Q4 2025 | Jan 20, 2026 |
| Avestar Capital, LLC | History | Reduced | 20,049 | 831 | 0.05% | 0.05% | 50 | -60 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 18,314 | 759 | 0.01% | 0.02% | 51 | -768 | -4.02% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,954 | 744 | 0.0% | 0.0% | 52 | +5,298 | 41.86% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | New | 16,928 | 702 | 0.03% | — | 53 | +16,928 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,003 | 663 | 0.0% | 0.0% | 54 | -1,013 | -5.95% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Added to | 15,870 | 658 | 0.02% | 0.01% | 55 | +6,909 | 77.1% | Q4 2025 | Feb 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 15,755 | 653 | 0.32% | — | 56 | +15,755 | New | Q4 2025 | Feb 25, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,559 | 645 | 0.0% | 0.01% | 57 | -15,675 | -50.19% | Q4 2025 | Jan 29, 2026 |
| City Center Advisors, LLC | History | Added to | 15,571 | 645 | 0.59% | 0.57% | 58 | +901 | 6.14% | Q4 2025 | Jan 05, 2026 |
| Rossby Financial, LCC | History | New | 15,376 | 637 | 0.2% | — | 59 | +15,376 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 15,147 | 628 | 0.0% | 0.0% | 60 | -400 | -2.57% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 15,118 | 627 | 0.01% | 0.01% | 61 | +2,197 | 17.0% | Q4 2025 | Feb 19, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 15,048 | 624 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 14,453 | 599 | 0.0% | 0.0% | 63 | -2,826 | -16.36% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | Reduced | 14,391 | 597 | 0.09% | 0.62% | 64 | -83,080 | -85.24% | Q4 2025 | Feb 04, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 14,164 | 587 | 0.07% | 0.12% | 65 | -8,403 | -37.24% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,452 | 557 | 0.0% | 0.0% | 66 | +709 | 5.56% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,861 | 533 | 0.0% | 0.0% | 67 | -143 | -1.1% | Q4 2025 | Feb 17, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 11,917 | 494 | 0.19% | 0.19% | 68 | -152 | -1.26% | Q4 2025 | Jan 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 11,716 | 485 | 0.19% | 1.68% | 69 | -135,993 | -92.07% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | Added to | 10,837 | 449 | 0.08% | 0.07% | 70 | +1,248 | 13.01% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,465 | 434 | 0.03% | 0.04% | 71 | -2,467 | -19.08% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,241 | 424 | 0.02% | 0.03% | 72 | -401 | -3.77% | Q4 2025 | Jan 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 10,184 | 422 | 0.01% | — | 73 | +10,184 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 10,050 | 416 | 0.0% | 0.0% | 74 | -280 | -2.71% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,858 | 408 | 0.0% | 0.0% | 75 | -6,402 | -39.37% | Q4 2025 | Feb 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 9,692 | 402 | 0.09% | 0.11% | 76 | +1,220 | 14.4% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,583 | 397 | 0.01% | 0.01% | 77 | +1,344 | 16.31% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 9,525 | 395 | 0.11% | 0.08% | 78 | +569 | 6.35% | Q4 2025 | Jan 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,511 | 394 | 0.04% | 0.04% | 79 | -335 | -3.4% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | New | 9,436 | 391 | 0.0% | — | 80 | +9,436 | New | Q4 2025 | Feb 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 9,179 | 380 | 0.23% | 0.22% | 81 | +53 | 0.58% | Q4 2025 | Jan 12, 2026 |
| Trilogy Capital Inc. | History | Reduced | 8,969 | 372 | 0.02% | 0.02% | 82 | -1,959 | -17.93% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,671 | 359 | 0.01% | 0.01% | 83 | +531 | 6.52% | Q4 2025 | Feb 17, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 7,748 | 321 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 7,491 | 311 | 0.02% | 0.02% | 85 | -577 | -7.15% | Q4 2025 | Feb 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 7,468 | 309 | 0.15% | 0.15% | 86 | +384 | 5.42% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 7,361 | 305 | 0.0% | 0.0% | 87 | -38 | -0.51% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,352 | 304 | 0.01% | 0.01% | 88 | -1,379 | -15.79% | Q4 2025 | Jan 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 7,335 | 304 | 0.25% | 0.33% | 89 | -629 | -7.9% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,298 | 302 | 0.0% | 0.0% | 90 | +98 | 1.36% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 7,246 | 300 | 0.0% | 0.0% | 91 | +1,064 | 17.21% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,860 | 285 | 0.0% | 0.0% | 92 | +776 | 12.75% | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,766 | 280 | 0.0% | 0.0% | 93 | +758 | 12.62% | Q4 2025 | Jan 29, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 6,698 | 277 | 0.02% | 0.02% | 94 | +59 | 0.89% | Q4 2025 | Jan 21, 2026 |
| Vantage Point Financial LLC | History | Reduced | 6,645 | 275 | 0.1% | 0.1% | 95 | -83 | -1.23% | Q4 2025 | Feb 02, 2026 |
| Breakwater Capital Group | History | Added to | 6,343 | 263 | 0.04% | 0.04% | 96 | +134 | 2.16% | Q4 2025 | Jan 09, 2026 |
| Emprise Bank | History | No change | 6,325 | 262 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 6,159 | 255 | 0.08% | — | 98 | +6,159 | New | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,059 | 251 | 0.01% | 0.01% | 99 | -71 | -1.16% | Q4 2025 | Feb 02, 2026 |
| United Advisor Group, LLC | History | Added to | 5,895 | 244 | 0.03% | 0.03% | 100 | +11 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 5,807 | 240 | 0.13% | 0.13% | 101 | +341 | 6.24% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,558 | 231 | 0.0% | — | 102 | +5,558 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,459 | 226 | 0.0% | 0.0% | 103 | +350 | 6.85% | Q4 2025 | Feb 11, 2026 |
| Saiph Capital, LLC | History | No change | 5,342 | 221 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,304 | 220 | 0.02% | 0.03% | 105 | +27 | 0.51% | Q4 2025 | Jan 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,185 | 215 | 0.0% | 0.0% | 106 | +100 | 1.97% | Q4 2025 | Jan 27, 2026 |
| Foster Group, Inc. | History | New | 4,931 | 204 | 0.01% | — | 107 | +4,931 | New | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,571 | 190 | 0.01% | 0.03% | 108 | -20,585 | -81.83% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,391 | 183 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,999 | 165 | 0.0% | 0.0% | 110 | -2,171 | -35.19% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 3,688 | 153 | 0.0% | 0.0% | 111 | +713 | 23.97% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | New | 3,664 | 151 | 0.01% | — | 112 | +3,664 | New | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,309 | 137 | 0.01% | 0.01% | 113 | +350 | 11.83% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,600 | 129 | 0.01% | 0.0% | 114 | +1,942 | 295.14% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,041 | 126 | 0.0% | 0.0% | 115 | -481 | -13.66% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,678 | 111 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,616 | 108 | 0.01% | 0.01% | 117 | -88 | -3.25% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,325 | 96 | 0.02% | 0.02% | 118 | -129 | -5.26% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | New | 2,228 | 92 | 0.0% | — | 119 | +2,228 | New | Q4 2025 | Feb 13, 2026 |
| Team Financial Group, LLC | History | Added to | 2,195 | 91 | 0.04% | 0.04% | 120 | +11 | 0.5% | Q4 2025 | Jan 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,207 | 91 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,440 | 59 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 111,753 | 52 | 0.0% | 0.0% | 123 | +33,143 | 42.16% | Q4 2025 | Mar 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,129 | 46 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 794 | 32 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 699 | 28 | 0.0% | — | 126 | +699 | New | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 654 | 27 | 0.0% | — | 127 | +654 | New | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 571 | 23 | 0.0% | 0.0% | 128 | +252 | 79.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 267 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 212 | 8 | 0.0% | 0.0% | 131 | +1 | 0.47% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 208 | 8 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | New | 151 | 6 | 0.0% | — | 133 | +151 | New | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 145 | 6 | 0.0% | — | 132 | +145 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 112 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | No change | 53 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Smartleaf Asset Management LLC | History | New | 35 | 1 | 0.0% | — | 137 | +35 | New | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -175,630 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 1.43% | — | -101,507 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -88,600 | -100.0% | Q3 2025 | Oct 29, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -35,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,528 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,978 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,121 | -100.0% | Q3 2025 | Oct 31, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,081 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,288 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bulwark Capital Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -1,233 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -165 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SHP Wealth Management | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Mar 04, 2026 |