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 | Added to | 2,298,870 | 92,276 | 0.01% | 0.01% | 1 | +34,804 | 1.54% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,672,545 | 67,135 | 0.0% | 0.0% | 2 | -229,955 | -12.09% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,080,843 | 43,385 | 1.03% | 1.02% | 3 | -16,891 | -1.54% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 888,093 | 35,648 | 0.01% | 0.01% | 4 | -142,143 | -13.8% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 776,239 | 31,158 | 0.01% | 0.01% | 5 | +36,080 | 4.87% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 691,457 | 27,755 | 0.03% | 0.03% | 6 | +137,287 | 24.77% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 636,676 | 25,556 | 0.0% | 0.0% | 7 | +32,297 | 5.34% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 599,309 | 24,056 | 0.03% | 0.03% | 8 | +5,311 | 0.89% | Q1 2026 | May 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 432,796 | 17,372 | 2.26% | 2.28% | 9 | -34,185 | -7.32% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Reduced | 431,835 | 17,333 | 1.37% | 1.47% | 10 | -15,616 | -3.49% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 311,902 | 12,518 | 0.02% | 0.01% | 11 | +130,186 | 71.64% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 305,304 | 12,254 | 0.34% | 0.46% | 12 | -65,904 | -17.75% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 224,821 | 9,024 | 0.1% | 0.11% | 13 | +318 | 0.14% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 205,732 | 8,258 | 0.01% | 0.0% | 14 | +38,492 | 23.02% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 200,818 | 8,060 | 0.06% | 0.07% | 15 | -12,568 | -5.89% | Q1 2026 | Apr 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 169,234 | 6,793 | 0.31% | 0.3% | 16 | +4,018 | 2.43% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 142,769 | 5,730 | 0.01% | 0.01% | 17 | +3,691 | 2.65% | Q1 2026 | May 14, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 127,826 | 5,130 | 0.67% | 0.8% | 18 | -21,139 | -14.19% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 121,094 | 4,860 | 0.0% | 0.0% | 19 | +7,852 | 6.93% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 117,006 | 4,696 | 0.01% | 0.0% | 20 | +5,253 | 4.7% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 115,693 | 4,643 | 0.12% | 0.13% | 21 | -1,885 | -1.6% | Q1 2026 | Apr 15, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 105,441 | 4,603 | 5.1% | 5.46% | 22 | -33,576 | -24.15% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 112,880 | 4,530 | 0.0% | 0.0% | 23 | -25,928 | -18.68% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 109,538 | 4,396 | 1.67% | 1.54% | 24 | +8,088 | 7.97% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 109,372 | 4,390 | 0.0% | 0.0% | 25 | +19,937 | 22.29% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 107,138 | 4,300 | 0.26% | 0.3% | 26 | -466 | -0.43% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 83,972 | 3,370 | 0.04% | 0.04% | 27 | -6,027 | -6.7% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 82,095 | 3,295 | 0.0% | 0.0% | 28 | +57,605 | 235.22% | Q1 2026 | May 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 73,850 | 2,964 | 0.9% | 0.78% | 29 | +10,699 | 16.94% | Q1 2026 | Apr 10, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 73,681 | 2,957 | 0.09% | 0.08% | 30 | +5,105 | 7.44% | Q1 2026 | Apr 14, 2026 |
| Savvy Advisors, Inc. | History | New | 61,754 | 2,478 | 0.07% | — | 31 | +61,754 | New | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 60,950 | 2,446 | 0.01% | 0.02% | 32 | -4,588 | -7.0% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 52,798 | 2,119 | 0.03% | — | 33 | +52,798 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 52,575 | 2,110 | 0.24% | 0.22% | 34 | +4,401 | 9.14% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,984 | 2,086 | 0.04% | 0.05% | 35 | -918 | -1.74% | Q1 2026 | Apr 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 49,134 | 1,972 | 0.1% | 0.1% | 36 | +6,485 | 15.21% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 46,586 | 1,869 | 0.0% | 0.0% | 37 | +337 | 0.73% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 45,229 | 1,815 | 0.02% | 0.02% | 38 | +2,698 | 6.34% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 43,153 | 1,732 | 0.06% | 0.09% | 39 | -5,021 | -10.42% | Q1 2026 | May 19, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 42,640 | 1,711 | 0.0% | 0.0% | 40 | +772 | 1.84% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 40,250 | 1,615 | 0.02% | — | 41 | +40,250 | New | Q1 2026 | May 12, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 39,174 | 1,572 | 0.47% | 0.49% | 42 | -186 | -0.47% | Q1 2026 | May 20, 2026 |
| GTS SECURITIES LLC | History | Added to | 38,791 | 1,557 | 0.06% | 0.02% | 43 | +22,921 | 144.43% | Q1 2026 | May 14, 2026 |
| Financial Enhancement Group LLC | History | Added to | 33,614 | 1,467 | 0.18% | 0.18% | 44 | +558 | 1.69% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,430 | 1,301 | 0.01% | 0.02% | 45 | +26 | 0.08% | Q1 2026 | Apr 28, 2026 |
| Mendel Money Management | History | Added to | 30,134 | 1,209 | 0.51% | 0.47% | 46 | +3,349 | 12.5% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 26,632 | 1,069 | 0.05% | 0.06% | 47 | -7,068 | -20.97% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 22,689 | 957 | 0.03% | 0.03% | 48 | +5,761 | 34.03% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 23,247 | 933 | 0.1% | 0.11% | 49 | +140 | 0.61% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | Added to | 20,280 | 814 | 0.05% | 0.05% | 50 | +231 | 1.15% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Reduced | 17,889 | 718 | 0.05% | 0.16% | 51 | -6,737 | -27.36% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,658 | 708 | 0.0% | 0.0% | 52 | -296 | -1.65% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 16,993 | 682 | 0.01% | 0.01% | 53 | -1,321 | -7.21% | Q1 2026 | May 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 16,415 | 658 | 0.0% | — | 54 | +16,415 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 15,978 | 641 | 0.0% | 0.0% | 55 | -8,141 | -33.75% | Q1 2026 | May 12, 2026 |
| City Center Advisors, LLC | History | Added to | 15,692 | 629 | 0.58% | 0.59% | 56 | +121 | 0.78% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,252 | 612 | 0.0% | 0.0% | 57 | -751 | -4.69% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,137 | 607 | 0.0% | 0.0% | 58 | -422 | -2.71% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Reduced | 14,666 | 600 | 0.12% | 0.2% | 59 | -710 | -4.62% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 14,831 | 595 | 0.02% | 0.01% | 60 | -287 | -1.9% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,724 | 591 | 0.0% | 0.0% | 61 | -423 | -2.79% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,492 | 581 | 0.0% | 0.0% | 62 | -245,586 | -94.43% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Reduced | 14,339 | 576 | 0.09% | 0.09% | 63 | -52 | -0.36% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,552 | 543 | 0.0% | 0.0% | 64 | +100 | 0.74% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,648 | 531 | 0.0% | 0.0% | 65 | -805 | -5.57% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,160 | 488 | 0.0% | 0.0% | 66 | -701 | -5.45% | Q1 2026 | Apr 24, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 11,981 | 480 | 0.06% | 0.07% | 67 | -2,183 | -15.41% | Q1 2026 | Apr 08, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 11,627 | 466 | 0.19% | 0.19% | 68 | -89 | -0.76% | Q1 2026 | Apr 23, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 11,516 | 462 | 0.06% | 0.08% | 69 | -3,532 | -23.47% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Reduced | 10,811 | 433 | 0.08% | 0.08% | 70 | -26 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,365 | 416 | 0.0% | 0.0% | 71 | +929 | 9.85% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,302 | 413 | 0.11% | 0.11% | 72 | +777 | 8.16% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 10,257 | 411 | 0.0% | 0.0% | 73 | +207 | 2.06% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,241 | 411 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 10,045 | 403 | 0.27% | 0.32% | 75 | -5,710 | -36.24% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 10,031 | 402 | 0.07% | 0.15% | 76 | -12,748 | -55.96% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,944 | 399 | 0.01% | 0.01% | 77 | +361 | 3.77% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,860 | 395 | 0.03% | 0.03% | 78 | -605 | -5.78% | Q1 2026 | Apr 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 9,692 | 389 | 0.12% | 0.09% | 79 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 9,516 | 381 | 0.04% | 0.04% | 80 | +5 | 0.05% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,448 | 379 | 0.01% | 0.01% | 81 | +777 | 8.96% | Q1 2026 | May 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 9,322 | 374 | 0.14% | 0.19% | 82 | -2,595 | -21.78% | Q1 2026 | May 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 9,188 | 368 | 0.02% | 0.23% | 83 | +9 | 0.1% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,112 | 365 | 0.0% | — | 84 | +9,112 | New | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,514 | 341 | 0.0% | 0.0% | 85 | -1,344 | -13.63% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 8,324 | 334 | 0.01% | — | 86 | +8,324 | New | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 7,906 | 317 | 0.01% | — | 87 | +7,906 | New | Q1 2026 | Apr 28, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 7,748 | 311 | 0.01% | 0.02% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 7,361 | 305 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,576 | 304 | 0.0% | 0.0% | 90 | +278 | 3.81% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,443 | 298 | 0.01% | 0.02% | 91 | -1,526 | -17.01% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,408 | 297 | 0.0% | 0.0% | 92 | +548 | 7.99% | Q1 2026 | Apr 07, 2026 |
| Oxinas Partners, LLC | History | Reduced | 7,000 | 280 | 0.13% | 0.15% | 93 | -468 | -6.27% | Q1 2026 | Apr 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,899 | 276 | 0.2% | 0.25% | 94 | -436 | -5.94% | Q1 2026 | Apr 27, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 6,698 | 268 | 0.01% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,660 | 267 | 0.01% | 0.01% | 96 | -692 | -9.41% | Q1 2026 | Apr 14, 2026 |
| Vantage Point Financial LLC | History | No change | 6,645 | 266 | 0.09% | 0.1% | 97 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,398 | 257 | 0.0% | 0.0% | 98 | +939 | 17.2% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,356 | 255 | 0.0% | 0.0% | 99 | -410 | -6.06% | Q1 2026 | Apr 20, 2026 |
| Emprise Bank | History | No change | 6,325 | 253 | 0.1% | 0.11% | 100 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Breakwater Capital Group | History | Reduced | 6,209 | 249 | 0.03% | 0.04% | 101 | -134 | -2.11% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,970 | 244 | 0.0% | 0.0% | 102 | +785 | 15.14% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,007 | 241 | 0.0% | — | 104 | +6,007 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,019 | 241 | 0.0% | 0.0% | 103 | -1,227 | -16.93% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,909 | 237 | 0.0% | 0.0% | 105 | +351 | 6.32% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Added to | 5,897 | 236 | 0.03% | 0.03% | 106 | +2 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 5,874 | 235 | 0.12% | 0.13% | 107 | +67 | 1.15% | Q1 2026 | Apr 24, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 5,595 | 224 | 0.23% | — | 108 | +5,595 | New | Q1 2026 | Apr 23, 2026 |
| Saiph Capital, LLC | History | No change | 5,342 | 214 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,285 | 212 | 0.02% | — | 110 | +5,285 | New | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,200 | 208 | 0.02% | 0.02% | 111 | -104 | -1.96% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,177 | 207 | 0.0% | 0.01% | 112 | -882 | -14.56% | Q1 2026 | May 01, 2026 |
| Trust Co | History | Added to | 4,833 | 193 | 0.02% | 0.01% | 113 | +1,169 | 31.91% | Q1 2026 | Apr 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,391 | 178 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,760 | 150 | 0.04% | — | 116 | +3,760 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,760 | 150 | 0.04% | 0.08% | 115 | -2,399 | -38.95% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 3,669 | 147 | 0.0% | 0.0% | 117 | -19 | -0.52% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,503 | 140 | 0.0% | 0.0% | 118 | -496 | -12.4% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,309 | 132 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,678 | 107 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,468 | 99 | 0.01% | 0.01% | 121 | -148 | -5.66% | Q1 2026 | Apr 13, 2026 |
| Team Financial Group, LLC | History | Added to | 2,198 | 88 | 0.04% | 0.04% | 122 | +3 | 0.14% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,207 | 88 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,045 | 82 | 0.01% | 0.29% | 125 | -64,608 | -96.93% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,042 | 82 | 0.0% | 0.01% | 124 | -2,529 | -55.33% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,021 | 81 | 0.02% | 0.02% | 126 | -304 | -13.08% | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,788 | 71 | 0.04% | — | 127 | +1,788 | New | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,570 | 63 | 0.0% | 0.0% | 128 | -1,471 | -48.37% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,440 | 57 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,129 | 45 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 889 | 35 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 794 | 31 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | New | 703 | 28 | 0.0% | — | 133 | +703 | New | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 658 | 26 | 0.0% | 0.01% | 134 | -1,942 | -74.69% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 654 | 26 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | New | 504 | 20 | 0.0% | — | 136 | +504 | New | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 360 | 14 | 0.0% | 0.0% | 137 | -211 | -36.95% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 208 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 212 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 198 | 7 | 0.0% | 0.0% | 140 | -69 | -25.84% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 151 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 145 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 115 | 4 | 0.0% | — | 144 | +115 | New | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | New | 82 | 3 | 0.0% | — | 145 | +82 | New | Q1 2026 | Jun 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 74 | 2 | 0.0% | 0.0% | 146 | +39 | 111.43% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 25 | 1 | 0.0% | — | 147 | +25 | New | Q1 2026 | May 14, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -33,944 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,184 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,491 | -100.0% | Q1 2026 | May 20, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,931 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,228 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -699 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |