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 | 2,104,542 | 90,663 | 0.01% | 0.01% | 1 | -194,328 | -8.45% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,625,496 | 70,026 | 0.0% | 0.0% | 2 | -47,049 | -2.81% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,064,871 | 45,874 | 0.84% | 1.03% | 3 | -15,972 | -1.48% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 912,174 | 39,296 | 0.01% | 0.01% | 4 | +24,081 | 2.71% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 809,142 | 34,857 | 0.01% | 0.01% | 5 | +32,903 | 4.24% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 686,681 | 29,582 | 0.03% | 0.03% | 6 | -4,776 | -0.69% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 584,321 | 25,172 | 0.02% | 0.03% | 7 | -14,988 | -2.5% | Q2 2026 | Aug 12, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 454,107 | 19,562 | 2.03% | 2.26% | 8 | +21,311 | 4.92% | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | Reduced | 420,618 | 18,120 | 0.0% | 0.0% | 9 | -216,058 | -33.94% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 353,215 | 15,216 | 0.02% | 0.02% | 10 | +41,313 | 13.25% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 324,190 | 13,966 | 0.14% | 0.1% | 11 | +99,369 | 44.2% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 305,304 | 12,254 | 0.34% | 0.34% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 187,054 | 8,058 | 0.31% | 0.31% | 13 | +17,820 | 10.53% | Q2 2026 | Jul 20, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 170,171 | 7,330 | 0.84% | 0.67% | 14 | +42,345 | 33.13% | Q2 2026 | Jul 21, 2026 |
| TSFG, LLC | History | Added to | 148,096 | 6,380 | 0.8% | 0.09% | 15 | +133,757 | 932.82% | Q2 2026 | Jul 23, 2026 |
| CGN Advisors LLC | History | Reduced | 142,289 | 6,129 | 0.45% | 1.37% | 16 | -289,546 | -67.05% | Q2 2026 | Jul 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 141,396 | 6,091 | 0.01% | 0.01% | 17 | -1,373 | -0.96% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 133,441 | 5,748 | 0.01% | 0.01% | 18 | +16,435 | 14.05% | Q2 2026 | Aug 27, 2026 |
| Catalyst Investment Management LLC | History | Added to | 121,530 | 5,235 | 4.75% | 5.1% | 19 | +16,089 | 15.26% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 117,786 | 5,074 | 0.0% | 0.0% | 20 | +8,414 | 7.69% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 114,507 | 4,932 | 1.56% | 1.67% | 21 | +4,969 | 4.54% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 110,853 | 4,775 | 0.0% | 0.0% | 22 | -2,027 | -1.8% | Q2 2026 | Aug 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 115,693 | 4,643 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 104,833 | 4,516 | 0.24% | 0.26% | 24 | -2,305 | -2.15% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 95,364 | 4,108 | 0.0% | 0.0% | 25 | -25,730 | -21.25% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 90,759 | 3,909 | 0.01% | — | 26 | +90,759 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 84,153 | 3,625 | 0.02% | 0.0% | 27 | +70,601 | 520.96% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 83,672 | 3,604 | 0.02% | 0.06% | 28 | -117,146 | -58.33% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | Reduced | 83,652 | 3,603 | 0.04% | 0.04% | 29 | -320 | -0.38% | Q2 2026 | Jul 28, 2026 |
| Impact Capital Partners LLC | History | Added to | 78,751 | 3,392 | 0.93% | 0.9% | 30 | +4,901 | 6.64% | Q2 2026 | Jul 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 74,859 | 3,215 | 0.09% | 0.09% | 31 | +1,178 | 1.6% | Q2 2026 | Jul 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 68,368 | 2,945 | 0.06% | 0.07% | 32 | +6,614 | 10.71% | Q2 2026 | Aug 03, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 54,717 | 2,357 | 0.11% | 0.1% | 33 | +5,583 | 11.36% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | Reduced | 52,289 | 2,252 | 0.02% | 0.03% | 34 | -509 | -0.96% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,923 | 2,236 | 0.04% | 0.04% | 35 | -61 | -0.12% | Q2 2026 | Jul 20, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 52,575 | 2,110 | 0.24% | 0.24% | 36 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 45,319 | 1,952 | 0.0% | 0.0% | 37 | +2,679 | 6.28% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 45,229 | 1,948 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 44,567 | 1,919 | 0.06% | 0.07% | 39 | +1,414 | 3.28% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 44,191 | 1,903 | 0.0% | 0.0% | 40 | -2,395 | -5.14% | Q2 2026 | Jul 29, 2026 |
| Mendel Money Management | History | Added to | 39,756 | 1,712 | 0.63% | 0.51% | 41 | +9,622 | 31.93% | Q2 2026 | Jul 30, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 39,034 | 1,681 | 0.44% | 0.47% | 42 | -140 | -0.36% | Q2 2026 | Aug 13, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 32,879 | 1,416 | 0.17% | 0.18% | 43 | -735 | -2.19% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 28,661 | 1,234 | 0.0% | 0.01% | 44 | -177,071 | -86.07% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 28,315 | 1,219 | 0.01% | 0.01% | 45 | -4,115 | -12.69% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 27,036 | 1,164 | 0.03% | 0.03% | 46 | +4,347 | 19.16% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 26,074 | 1,123 | 0.04% | 0.05% | 47 | -558 | -2.1% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 22,566 | 972 | 0.09% | 0.1% | 48 | -681 | -2.93% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 20,050 | 863 | 0.05% | 0.05% | 49 | -230 | -1.13% | Q2 2026 | Jul 29, 2026 |
| City Center Advisors, LLC | History | Added to | 16,689 | 718 | 0.58% | 0.58% | 50 | +997 | 6.35% | Q2 2026 | Jul 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 16,415 | 707 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,617 | 672 | 0.0% | 0.0% | 52 | +480 | 3.17% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 15,213 | 655 | 0.0% | 0.0% | 53 | -765 | -4.79% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,822 | 638 | 0.0% | 0.0% | 54 | +98 | 0.67% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,748 | 635 | 0.0% | 0.0% | 55 | -504 | -3.3% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 14,754 | 635 | 0.01% | 0.02% | 56 | -77 | -0.52% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,584 | 628 | 0.0% | 0.0% | 57 | -3,074 | -17.41% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,055 | 605 | 0.01% | 0.01% | 58 | -2,938 | -17.29% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,913 | 597 | 0.0% | 0.0% | 59 | +265 | 1.94% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 12,286 | 529 | 0.0% | 0.0% | 60 | +2,029 | 19.78% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,895 | 512 | 0.0% | 0.0% | 61 | +3,381 | 39.71% | Q2 2026 | Aug 12, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 11,516 | 496 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 11,323 | 487 | 0.06% | 0.06% | 63 | -658 | -5.49% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,181 | 482 | 0.0% | 0.0% | 64 | +5,272 | 89.22% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | Reduced | 10,782 | 464 | 0.08% | 0.08% | 65 | -29 | -0.27% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | Reduced | 10,756 | 463 | 0.08% | 0.12% | 66 | -3,910 | -26.66% | Q2 2026 | Aug 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,698 | 461 | 0.1% | 0.11% | 67 | +396 | 3.84% | Q2 2026 | Jul 09, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 10,427 | 449 | 0.05% | — | 68 | +10,427 | New | Q2 2026 | Aug 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 10,352 | 445 | 0.17% | 0.19% | 69 | -1,275 | -10.97% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 10,284 | 443 | 0.01% | 0.01% | 70 | +836 | 8.85% | Q2 2026 | Jul 27, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 10,225 | 440 | 0.02% | 0.01% | 71 | +3,527 | 52.66% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,224 | 440 | 0.0% | 0.0% | 72 | -141 | -1.36% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 10,044 | 432 | 0.01% | 0.01% | 73 | +100 | 1.01% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 9,828 | 423 | 0.04% | 0.04% | 74 | +312 | 3.28% | Q2 2026 | Aug 11, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 9,338 | 402 | 0.13% | 0.14% | 75 | +16 | 0.17% | Q2 2026 | Jul 21, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 9,319 | 401 | 0.01% | 0.02% | 76 | +131 | 1.43% | Q2 2026 | Jul 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 9,292 | 400 | 0.14% | 0.12% | 77 | -400 | -4.13% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 8,910 | 383 | 0.0% | — | 78 | +8,910 | New | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,091 | 348 | 0.0% | 0.0% | 79 | -1,021 | -11.21% | Q2 2026 | Aug 05, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 7,836 | 337 | 0.05% | 0.07% | 80 | -2,195 | -21.88% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,777 | 335 | 0.0% | 0.0% | 81 | +201 | 2.65% | Q2 2026 | Aug 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 7,748 | 333 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,610 | 328 | 0.0% | 0.0% | 83 | +202 | 2.73% | Q2 2026 | Jul 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,517 | 323 | 0.01% | 0.01% | 84 | -389 | -4.92% | Q2 2026 | Jul 31, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,048 | 303 | 0.18% | 0.2% | 85 | +149 | 2.16% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,761 | 291 | 0.0% | 0.0% | 86 | +754 | 12.55% | Q2 2026 | Aug 06, 2026 |
| Trilogy Capital Inc. | History | Reduced | 6,702 | 288 | 0.01% | 0.01% | 87 | -741 | -9.96% | Q2 2026 | Jul 02, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 6,648 | 286 | 0.02% | 0.03% | 88 | -3,212 | -32.58% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,563 | 283 | 0.0% | 0.0% | 89 | +165 | 2.58% | Q2 2026 | Aug 05, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 6,551 | 282 | 0.14% | 0.12% | 90 | +677 | 11.53% | Q2 2026 | Jul 28, 2026 |
| Emprise Bank | History | No change | 6,325 | 272 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Breakwater Capital Group | History | Added to | 6,237 | 268 | 0.03% | 0.03% | 92 | +28 | 0.45% | Q2 2026 | Jul 08, 2026 |
| PRAIRIE ADVISORY, LLC | History | New | 6,217 | 267 | 0.06% | — | 93 | +6,217 | New | Q2 2026 | Jul 20, 2026 |
| Oxinas Partners, LLC | History | Reduced | 5,935 | 255 | 0.1% | 0.13% | 94 | -1,065 | -15.21% | Q2 2026 | Jul 14, 2026 |
| United Advisor Group, LLC | History | Added to | 5,922 | 255 | 0.03% | 0.03% | 95 | +25 | 0.42% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,892 | 253 | 0.0% | 0.0% | 96 | -6,268 | -51.55% | Q2 2026 | Jul 27, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 5,770 | 248 | 0.17% | — | 97 | +5,770 | New | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,628 | 242 | 0.01% | 0.02% | 98 | +343 | 6.49% | Q2 2026 | Aug 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 5,572 | 240 | 0.23% | 0.23% | 99 | -23 | -0.41% | Q2 2026 | Jul 22, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,270 | 231 | 0.01% | 0.02% | 100 | +70 | 1.35% | Q2 2026 | Aug 10, 2026 |
| Saiph Capital, LLC | History | No change | 5,342 | 230 | 0.07% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,181 | 223 | 0.0% | 0.0% | 102 | -838 | -13.92% | Q2 2026 | Aug 03, 2026 |
| Trust Co | History | Added to | 5,146 | 221 | 0.02% | 0.02% | 103 | +313 | 6.48% | Q2 2026 | Jul 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,059 | 217 | 0.0% | 0.0% | 104 | -118 | -2.28% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 4,927 | 212 | 0.0% | — | 105 | +4,927 | New | Q2 2026 | Aug 07, 2026 |
| New England Private Wealth Advisors LLC | History | New | 4,927 | 209 | 0.02% | — | 106 | +4,927 | New | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,796 | 206 | 0.0% | — | 107 | +4,796 | New | Q2 2026 | Aug 19, 2026 |
| Foster Group, Inc. | History | New | 4,706 | 202 | 0.01% | — | 108 | +4,706 | New | Q2 2026 | Jul 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,391 | 189 | 0.02% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,871 | 166 | 0.0% | 0.0% | 110 | +3,511 | 975.28% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,767 | 162 | 0.0% | 0.0% | 111 | +3,616 | 2394.7% | Q2 2026 | Jul 17, 2026 |
| CWM, LLC | History | No change | 3,669 | 147 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 3,385 | 145 | 0.0% | 0.0% | 113 | -2,585 | -43.3% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,311 | 142 | 0.01% | 0.01% | 114 | +2 | 0.06% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | Added to | 2,984 | 128 | 0.0% | 0.0% | 115 | +2,281 | 324.47% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,612 | 112 | 0.0% | 0.0% | 116 | -66 | -2.46% | Q2 2026 | Jul 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,410 | 103 | 0.0% | — | 118 | +2,410 | New | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,402 | 103 | 0.0% | 0.01% | 117 | -66 | -2.67% | Q2 2026 | Jul 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,207 | 95 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,122 | 91 | 0.01% | 0.01% | 120 | +77 | 3.77% | Q2 2026 | Jul 22, 2026 |
| Capital Analysts, LLC | History | No change | 2,042 | 88 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,020 | 87 | 0.0% | 0.0% | 122 | -1,483 | -42.34% | Q2 2026 | Aug 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 1,477 | 63 | 0.03% | — | 124 | +1,477 | New | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,481 | 63 | 0.01% | 0.02% | 123 | -540 | -26.72% | Q2 2026 | Aug 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,440 | 62 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,389 | 59 | 0.0% | 0.0% | 126 | -181 | -11.53% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,129 | 48 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 889 | 38 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 658 | 28 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Institute for Wealth Management, LLC. | History | New | 485 | 20 | 0.0% | — | 130 | +485 | New | Q2 2026 | Jul 28, 2026 |
| Brooklyn FI, LLC | History | New | 448 | 19 | 0.0% | — | 131 | +448 | New | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 302 | 13 | 0.0% | — | 132 | +302 | New | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 301 | 12 | 0.0% | 0.0% | 133 | +156 | 107.59% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 208 | 8 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 198 | 8 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caitlin John, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 79 | 3 | 0.0% | 0.0% | 139 | +1 | 1.28% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 44 | 1 | 0.0% | 0.04% | 140 | -3,716 | -98.83% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82,095 | -100.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -60,950 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -40,250 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -38,791 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -17,889 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,492 | -100.0% | Q2 2026 | Sep 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -10,241 | -100.0% | Q2 2026 | Jul 23, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -10,045 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,324 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,660 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Vantage Point Financial LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,645 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,356 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,760 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,198 | -100.0% | Q2 2026 | Jul 10, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,788 | -100.0% | Q2 2026 | Jul 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -794 | -100.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -654 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |