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 | No change | 2,104,542 | 90,663 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,625,496 | 70,026 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 981,788 | 41,784 | 0.67% | 0.84% | 3 | -83,083 | -7.8% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 912,174 | 39,296 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 809,142 | 34,857 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 686,681 | 29,582 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 584,321 | 25,172 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 494,930 | 21,064 | 2.2% | 2.03% | 8 | +40,823 | 8.99% | Q3 2026 | Oct 23, 2026 |
| UBS Group AG | History | No change | 420,618 | 18,120 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 353,215 | 15,216 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 327,932 | 13,956 | 0.14% | 0.14% | 11 | +3,742 | 1.15% | Q3 2026 | Oct 20, 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 |
| Premier Path Wealth Partners, LLC | History | Added to | 248,311 | 10,568 | 1.23% | 0.84% | 13 | +78,140 | 45.92% | Q3 2026 | Oct 16, 2026 |
| Venturi Wealth Management, LLC | History | No change | 187,054 | 8,058 | 0.31% | 0.31% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSFG, LLC | History | Added to | 150,810 | 6,418 | 1.48% | 0.8% | 15 | +2,714 | 1.83% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 141,396 | 6,091 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 133,441 | 5,748 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CGN Advisors LLC | History | Reduced | 127,079 | 5,408 | 0.42% | 0.45% | 18 | -15,210 | -10.69% | Q3 2026 | Oct 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 117,786 | 5,074 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 114,507 | 4,932 | 1.56% | 1.56% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 110,853 | 4,775 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 103,556 | 4,407 | 0.21% | 0.24% | 22 | -1,277 | -1.22% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 95,364 | 4,108 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 90,759 | 3,909 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 84,153 | 3,625 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 83,672 | 3,604 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | Added to | 84,050 | 3,577 | 0.03% | 0.04% | 27 | +398 | 0.48% | Q3 2026 | Oct 15, 2026 |
| Impact Capital Partners LLC | History | Added to | 80,522 | 3,427 | 0.94% | 0.93% | 28 | +1,771 | 2.25% | Q3 2026 | Oct 22, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 77,084 | 3,280 | 0.08% | 0.09% | 29 | +2,225 | 2.97% | Q3 2026 | Oct 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 68,368 | 2,945 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 61,075 | 2,599 | 2.31% | 4.75% | 31 | -60,455 | -49.74% | Q3 2026 | Oct 21, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 53,841 | 2,291 | 0.11% | 0.11% | 32 | -876 | -1.6% | Q3 2026 | Oct 15, 2026 |
| Summit Financial, LLC | History | No change | 52,289 | 2,252 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 49,726 | 2,116 | 0.12% | — | 34 | +49,726 | New | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 45,319 | 1,952 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 45,229 | 1,948 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 44,567 | 1,919 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mendel Money Management | History | Added to | 44,134 | 1,878 | 0.68% | 0.63% | 38 | +4,378 | 11.01% | Q3 2026 | Oct 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,145 | 1,793 | 0.0% | 0.0% | 39 | -2,046 | -4.63% | Q3 2026 | Nov 02, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 39,034 | 1,681 | 0.44% | 0.44% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 33,033 | 1,405 | 0.04% | 0.03% | 41 | +5,997 | 22.18% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 28,661 | 1,234 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 28,315 | 1,219 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 29,073 | 1,216 | 0.14% | 0.17% | 44 | -3,806 | -11.58% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 26,074 | 1,123 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 22,566 | 972 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Added to | 20,061 | 853 | 0.07% | 0.05% | 47 | +11 | 0.05% | Q3 2026 | Oct 28, 2026 |
| City Center Advisors, LLC | History | Added to | 17,621 | 749 | 0.57% | 0.58% | 48 | +932 | 5.58% | Q3 2026 | Oct 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 16,415 | 707 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,617 | 672 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,999 | 638 | 0.0% | 0.0% | 52 | +415 | 2.85% | Q3 2026 | Nov 02, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,822 | 638 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,748 | 635 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,877 | 633 | 0.03% | 0.01% | 54 | +123 | 0.83% | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | Reduced | 14,767 | 628 | 0.0% | 0.0% | 55 | -446 | -2.93% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,055 | 605 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,913 | 597 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 12,483 | 531 | 0.06% | 0.05% | 58 | +2,056 | 19.72% | Q3 2026 | Oct 30, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 12,434 | 529 | 0.06% | 0.06% | 60 | +6,217 | 100.0% | Q3 2026 | Oct 19, 2026 |
| FMR LLC | History | No change | 12,286 | 529 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,216 | 520 | 0.0% | 0.0% | 61 | +1,035 | 9.26% | Q3 2026 | Nov 02, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 12,146 | 516 | 0.03% | 0.01% | 62 | +2,827 | 30.34% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,895 | 512 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sharkey, Howes & Javer | History | No change | 11,323 | 481 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 10,916 | 464 | 0.05% | 0.06% | 65 | -600 | -5.21% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | No change | 10,756 | 463 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,777 | 459 | 0.0% | 0.0% | 67 | +3,167 | 41.62% | Q3 2026 | Oct 26, 2026 |
| Key FInancial Inc | History | Reduced | 10,726 | 456 | 0.07% | 0.08% | 68 | -56 | -0.52% | Q3 2026 | Nov 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,284 | 443 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 10,224 | 440 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,044 | 432 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 10,114 | 430 | 0.17% | 0.17% | 72 | -238 | -2.3% | Q3 2026 | Oct 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 9,828 | 423 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 9,918 | 422 | 0.02% | 0.02% | 74 | -307 | -3.0% | Q3 2026 | Oct 28, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 9,606 | 408 | 0.14% | 0.13% | 75 | +268 | 2.87% | Q3 2026 | Oct 19, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 9,292 | 400 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,910 | 383 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,091 | 348 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,777 | 335 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 7,748 | 333 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 7,517 | 323 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,557 | 321 | 0.18% | 0.18% | 82 | +509 | 7.22% | Q3 2026 | Oct 28, 2026 |
| Trilogy Capital Inc. | History | Added to | 7,316 | 311 | 0.01% | 0.01% | 83 | +614 | 9.16% | Q3 2026 | Oct 20, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 6,977 | 296 | 0.04% | 0.05% | 84 | -859 | -10.96% | Q3 2026 | Oct 21, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,898 | 293 | 0.0% | — | 85 | +6,898 | New | Q3 2026 | Oct 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,761 | 291 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | Added to | 6,707 | 285 | 0.02% | 0.02% | 87 | +1,561 | 30.33% | Q3 2026 | Oct 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,563 | 283 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Axis Wealth Partners, LLC | History | No change | 6,551 | 282 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 6,493 | 276 | 0.02% | 0.02% | 90 | -155 | -2.33% | Q3 2026 | Oct 26, 2026 |
| Emprise Bank | History | No change | 6,325 | 269 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Breakwater Capital Group | History | Added to | 6,307 | 268 | 0.03% | 0.03% | 92 | +70 | 1.12% | Q3 2026 | Oct 08, 2026 |
| United Advisor Group, LLC | History | Added to | 6,003 | 255 | 0.02% | 0.03% | 94 | +81 | 1.37% | Q3 2026 | Nov 02, 2026 |
| Oxinas Partners, LLC | History | No change | 5,935 | 255 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 5,892 | 253 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 5,770 | 248 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,628 | 242 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 5,428 | 231 | 0.21% | 0.23% | 98 | -144 | -2.58% | Q3 2026 | Oct 20, 2026 |
| Saiph Capital, LLC | History | No change | 5,342 | 230 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 5,181 | 223 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,226 | 222 | 0.01% | 0.01% | 101 | -44 | -0.83% | Q3 2026 | Oct 26, 2026 |
| Mutual Advisors, LLC | History | No change | 5,059 | 217 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,927 | 212 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 4,927 | 209 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,796 | 206 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,377 | 186 | 0.0% | 0.04% | 107 | -47,546 | -91.57% | Q3 2026 | Oct 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,391 | 186 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,871 | 166 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,616 | 153 | 0.01% | 0.01% | 109 | +305 | 9.21% | Q3 2026 | Oct 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,385 | 142 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BlackRock, Inc. | History | No change | 2,984 | 128 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,947 | 125 | 0.0% | 0.0% | 112 | -820 | -21.77% | Q3 2026 | Oct 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,410 | 103 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,340 | 99 | 0.0% | 0.0% | 114 | -62 | -2.58% | Q3 2026 | Nov 04, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,207 | 95 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,128 | 90 | 0.01% | 0.01% | 116 | +6 | 0.28% | Q3 2026 | Nov 02, 2026 |
| Capital Analysts, LLC | History | No change | 2,042 | 88 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Team Financial Group, LLC | History | New | 2,066 | 87 | 0.03% | — | 119 | +2,066 | New | Q3 2026 | Oct 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,020 | 87 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,000 | 85 | 0.0% | 0.0% | 120 | -612 | -23.43% | Q3 2026 | Oct 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,440 | 62 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 1,395 | 59 | 0.03% | 0.03% | 123 | -82 | -5.55% | Q3 2026 | Nov 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,389 | 59 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,244 | 52 | 0.01% | 0.01% | 124 | -237 | -16.0% | Q3 2026 | Nov 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,129 | 48 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 889 | 38 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 658 | 28 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 583 | 24 | 0.0% | — | 128 | +583 | New | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 485 | 20 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 302 | 13 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 301 | 12 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 208 | 8 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Caitlin John, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 79 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Kingdom Financial Group LLC. | History | No change | 44 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -10,698 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,706 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Brooklyn FI, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SHP Wealth Management | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |