WisdomTree Trust - QGRW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Planning Group, LLC | History | Added to | 4,214,209 | 247,247 | 8.12% | 8.15% | 1 | +120,233 | 2.94% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,474,401 | 203,843 | 0.22% | 0.22% | 2 | +117,413 | 3.5% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 2,817,821 | 165,321 | 0.05% | 0.04% | 3 | +230,242 | 8.9% | Q4 2025 | Feb 11, 2026 |
| Trust Point Inc. | History | Reduced | 2,620,337 | 153,735 | 12.14% | 12.22% | 4 | -17,417 | -0.66% | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,344,690 | 137,562 | 0.01% | 0.01% | 5 | +83,191 | 3.68% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,574,515 | 92,376 | 0.01% | 0.01% | 6 | +27,782 | 1.8% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,153,475 | 67,674 | 0.32% | 0.25% | 7 | +252,862 | 28.08% | Q4 2025 | Feb 17, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,082,120 | 63,487 | 4.85% | 5.22% | 8 | -82,591 | -7.09% | Q4 2025 | Jan 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 723,464 | 42,445 | 0.76% | 0.01% | 9 | +718,849 | 15576.36% | Q4 2025 | Jan 16, 2026 |
| Horizon Wealth Management, LLC | History | New | 514,956 | 30,212 | 4.69% | — | 10 | +514,956 | New | Q4 2025 | Feb 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 402,504 | 23,614 | 16.09% | 14.36% | 11 | +40,487 | 11.18% | Q4 2025 | Jan 22, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 382,611 | 22,447 | 4.28% | 4.24% | 12 | -115 | -0.03% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 374,511 | 21,974 | 0.03% | 0.0% | 13 | +327,521 | 697.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 371,378 | 21,788 | 0.02% | 0.01% | 14 | +285,623 | 333.07% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 328,144 | 19,252 | 2.66% | 2.74% | 15 | -18,817 | -5.42% | Q4 2025 | Feb 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 309,705 | 18,170 | 3.05% | 3.19% | 16 | -6,334 | -2.0% | Q4 2025 | Feb 10, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 285,340 | 16,740 | 5.25% | 4.77% | 17 | +33,576 | 13.34% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 283,701 | 16,644 | 0.01% | 0.01% | 18 | +15,863 | 5.92% | Q4 2025 | Feb 10, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 275,021 | 16,135 | 2.44% | 2.41% | 19 | -451 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 261,909 | 15,491 | 0.59% | 0.91% | 20 | +4,540 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 256,351 | 15,040 | 0.06% | 0.07% | 21 | +7,625 | 3.07% | Q4 2025 | Feb 13, 2026 |
| Quattro Advisors LLC | History | New | 253,502 | 14,872 | 11.89% | — | 22 | +253,502 | New | Q4 2025 | Feb 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 218,948 | 12,845 | 5.37% | — | 23 | +218,948 | New | Q4 2025 | Feb 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 213,896 | 12,549 | 4.49% | 4.57% | 24 | -2,010 | -0.93% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 195,959 | 11,496 | 0.13% | 0.13% | 25 | +3,001 | 1.56% | Q4 2025 | Feb 05, 2026 |
| tru Independence LLC | History | Added to | 183,393 | 10,759 | 2.71% | 2.67% | 26 | +4,313 | 2.41% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Added to | 175,772 | 10,312 | 0.0% | 0.0% | 27 | +24,395 | 16.12% | Q4 2025 | Jan 29, 2026 |
| Oxinas Partners, LLC | History | Added to | 174,525 | 10,239 | 4.93% | 5.27% | 28 | +3,073 | 1.79% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 167,464 | 9,874 | 0.47% | 0.33% | 29 | +64,594 | 62.79% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 152,423 | 8,942 | 0.0% | 0.0% | 30 | +8,403 | 5.83% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 144,429 | 8,474 | 0.02% | 0.01% | 31 | +68,354 | 89.85% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 137,741 | 8,081 | 0.0% | 0.0% | 32 | -10,912 | -7.34% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 103,321 | 6,061 | 0.07% | 0.1% | 33 | +746 | 0.73% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 99,360 | 5,829 | 0.01% | 0.0% | 34 | +95,260 | 2323.41% | Q4 2025 | Mar 16, 2026 |
| Vericrest Private Wealth | History | New | 98,966 | 5,806 | 5.16% | — | 35 | +98,966 | New | Q4 2025 | Mar 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 88,006 | 5,163 | 0.39% | 0.39% | 36 | +645 | 0.74% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 86,322 | 5,064 | 0.0% | 0.0% | 37 | -11,569 | -11.82% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 82,578 | 4,844 | 0.32% | 0.33% | 38 | -843 | -1.01% | Q4 2025 | Feb 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 75,558 | 4,433 | 0.06% | 0.07% | 39 | +550 | 0.73% | Q4 2025 | Feb 09, 2026 |
| Avestar Capital, LLC | History | Added to | 71,804 | 4,212 | 0.27% | 0.27% | 40 | +14 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 70,587 | 4,141 | 0.01% | 0.01% | 41 | +12,132 | 20.75% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 61,334 | 3,598 | 0.17% | 0.15% | 42 | +338 | 0.55% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 60,663 | 3,559 | 0.07% | 0.08% | 43 | +3,654 | 6.41% | Q4 2025 | Feb 03, 2026 |
| Herold Advisors, Inc. | History | Added to | 55,154 | 3,235 | 0.72% | 0.69% | 44 | +3,132 | 6.02% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 46,422 | 2,723 | 0.82% | 0.81% | 45 | +1,054 | 2.32% | Q4 2025 | Jan 29, 2026 |
| TD Capital Management LLC | History | Added to | 45,957 | 2,696 | 0.24% | 0.21% | 46 | +5,184 | 12.71% | Q4 2025 | Feb 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,408 | 2,546 | 0.02% | 0.02% | 47 | +5,956 | 15.9% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,608 | 2,265 | 0.01% | 0.01% | 48 | -1,027 | -2.59% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 37,394 | 2,193 | 0.04% | 0.04% | 49 | +3,522 | 10.4% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Reduced | 34,686 | 2,035 | 0.03% | 0.03% | 50 | -577 | -1.64% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,975 | 1,993 | 0.0% | 0.0% | 51 | +18,635 | 121.48% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 33,594 | 1,970 | 0.29% | 0.06% | 52 | +25,945 | 339.19% | Q4 2025 | Feb 02, 2026 |
| TopTier Wealth Management, LLC | History | New | 33,031 | 1,937 | 1.32% | — | 53 | +33,031 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,496 | 1,906 | 0.04% | 0.04% | 54 | +2,028 | 6.66% | Q4 2025 | Feb 09, 2026 |
| Bravias Capital Group, LLC | History | Added to | 31,407 | 1,842 | 1.11% | 0.97% | 55 | +6,220 | 24.7% | Q4 2025 | Jan 29, 2026 |
| Bison Wealth, LLC | History | New | 31,337 | 1,697 | 0.19% | — | 56 | +31,337 | New | Q4 2025 | Mar 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,520 | 1,614 | 0.0% | 0.0% | 57 | +13,346 | 94.16% | Q4 2025 | Feb 11, 2026 |
| Formidable Asset Management, LLC | History | New | 27,467 | 1,575 | 0.23% | — | 58 | +27,467 | New | Q4 2025 | Jan 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 24,514 | 1,438 | 0.03% | 0.02% | 59 | +6,841 | 38.71% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 24,477 | 1,436 | 0.05% | 0.05% | 60 | +2,929 | 13.59% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,121 | 1,415 | 0.01% | 0.02% | 61 | -39,701 | -62.21% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,294 | 1,366 | 0.03% | 0.02% | 62 | +3,281 | 16.39% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,911 | 1,285 | 0.0% | 0.0% | 63 | +11,213 | 104.81% | Q4 2025 | Feb 17, 2026 |
| GK Wealth Management LLC | History | New | 17,716 | 1,039 | 0.69% | — | 64 | +17,716 | New | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,548 | 1,029 | 0.01% | 0.02% | 65 | -12,595 | -41.78% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 14,955 | 877 | 0.04% | 0.03% | 66 | +5,362 | 55.89% | Q4 2025 | Feb 05, 2026 |
| Trademark Financial Management, LLC | History | New | 14,730 | 864 | 0.48% | — | 67 | +14,730 | New | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,100 | 827 | 0.05% | 0.05% | 68 | +615 | 4.56% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Added to | 13,400 | 786 | 0.1% | 0.09% | 69 | +2,173 | 19.36% | Q4 2025 | Jan 26, 2026 |
| Farrell Financial LLC | History | Added to | 11,846 | 695 | 0.41% | 0.41% | 70 | +473 | 4.16% | Q4 2025 | Jan 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,775 | 690 | 0.08% | 0.08% | 71 | +1,876 | 18.95% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,653 | 684 | 0.01% | 0.01% | 72 | +211 | 1.84% | Q4 2025 | Jan 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,050 | 530 | 0.01% | 0.01% | 73 | -1,242 | -12.07% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 8,962 | 525 | 0.45% | 1.83% | 74 | -293,089 | -97.03% | Q4 2025 | Feb 06, 2026 |
| WealthPoint Financial, LLC | History | New | 8,937 | 524 | 0.46% | — | 75 | +8,937 | New | Q4 2025 | Feb 19, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 9,086 | 519 | 0.23% | 0.25% | 76 | +8 | 0.09% | Q4 2025 | Feb 09, 2026 |
| BROWN ADVISORY INC | History | No change | 8,766 | 514 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 8,538 | 500 | 0.02% | — | 78 | +8,538 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,220 | 482 | 0.0% | 0.0% | 79 | +1,363 | 19.88% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,175 | 479 | 0.01% | 0.0% | 80 | +4,397 | 116.38% | Q4 2025 | Jan 20, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,948 | 466 | 0.05% | 0.06% | 81 | -1,225 | -13.35% | Q4 2025 | Feb 05, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,885 | 462 | 0.03% | 0.04% | 82 | -1,371 | -14.81% | Q4 2025 | Apr 02, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 7,848 | 460 | 0.09% | 0.06% | 83 | +1,892 | 31.77% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,009 | 411 | 0.0% | 0.0% | 84 | +800 | 12.88% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 6,994 | 410 | 0.02% | 0.02% | 85 | -26 | -0.37% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 6,373 | 373 | 0.11% | 0.13% | 86 | -1,859 | -22.58% | Q4 2025 | Feb 06, 2026 |
| Legacy Advisors, LLC | History | No change | 6,225 | 365 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 6,069 | 356 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,006 | 352 | 0.0% | 0.0% | 89 | -3,389 | -36.07% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,692 | 333 | 0.01% | 0.01% | 90 | +84 | 1.5% | Q4 2025 | Jan 13, 2026 |
| Vise Technologies, Inc. | History | New | 5,653 | 331 | 0.01% | — | 91 | +5,653 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 5,408 | 317 | 0.0% | 0.0% | 92 | +166 | 3.17% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,285 | 310 | 0.0% | — | 93 | +5,285 | New | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Added to | 5,274 | 309 | 0.03% | 0.03% | 94 | +31 | 0.59% | Q4 2025 | Feb 03, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 4,909 | 288 | 0.07% | 0.07% | 95 | -102 | -2.04% | Q4 2025 | Jan 16, 2026 |
| FMR LLC | History | Added to | 4,898 | 287 | 0.0% | 0.0% | 96 | +1,868 | 61.65% | Q4 2025 | Feb 17, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 4,788 | 280 | 0.23% | 0.29% | 97 | -1,453 | -23.28% | Q4 2025 | Jan 22, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 4,614 | 270 | 0.11% | — | 98 | +4,614 | New | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Reduced | 4,464 | 261 | 0.0% | 0.0% | 99 | -160 | -3.46% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,352 | 255 | 0.01% | 0.01% | 100 | -153 | -3.4% | Q4 2025 | Jan 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,289 | 251 | 0.01% | 0.01% | 101 | -290 | -6.33% | Q4 2025 | Feb 17, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 4,050 | 237 | 0.08% | 0.09% | 102 | -488 | -10.75% | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,038 | 236 | 0.0% | — | 103 | +4,038 | New | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,015 | 235 | 0.0% | 0.0% | 104 | -23,117 | -85.2% | Q4 2025 | Feb 02, 2026 |
| Enclave Advisors LLC | History | Reduced | 3,994 | 234 | 0.03% | 0.05% | 106 | -1,941 | -32.7% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,000 | 234 | 0.0% | 0.0% | 105 | -1,921 | -32.44% | Q4 2025 | Feb 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 3,890 | 228 | 0.01% | — | 107 | +3,890 | New | Q4 2025 | Jan 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 3,854 | 226 | 0.05% | — | 108 | +3,854 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,701 | 217 | 0.0% | — | 109 | +3,701 | New | Q4 2025 | Feb 13, 2026 |
| ZEGA Investments, LLC | History | New | 3,519 | 206 | 0.02% | — | 110 | +3,519 | New | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,409 | 200 | 0.0% | — | 111 | +3,409 | New | Q4 2025 | Feb 18, 2026 |
| Sankala Group LLC | History | New | 2,985 | 169 | 0.14% | — | 112 | +2,985 | New | Q4 2025 | Mar 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,738 | 160 | 0.0% | 0.0% | 113 | +2,148 | 364.07% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,637 | 154 | 0.01% | 0.0% | 114 | +1,927 | 271.41% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,252 | 132 | 0.01% | 0.01% | 115 | +270 | 13.62% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,683 | 98 | 0.0% | 0.0% | 116 | +1,491 | 776.56% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,681 | 98 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,279 | 75 | 0.0% | — | 118 | +1,279 | New | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,148 | 67 | 0.01% | 0.01% | 119 | +37 | 3.33% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Added to | 853 | 50 | 0.0% | 0.0% | 120 | +19 | 2.28% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | New | 699 | 41 | 0.0% | — | 121 | +699 | New | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 697 | 41 | 0.0% | — | 122 | +697 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 629 | 36 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EFG International AG | History | New | 600 | 35 | 0.0% | — | 124 | +600 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 491 | 29 | 0.02% | 0.01% | 125 | +12 | 2.51% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 400 | 23 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 279 | 16 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 280 | 16 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 259 | 15 | 0.0% | 0.0% | 129 | -78 | -23.15% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | New | 59 | 11 | 0.0% | — | 130 | +59 | New | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 188 | 11 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | New | 100 | 5 | 0.0% | — | 132 | +100 | New | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | New | 26 | 1 | 0.0% | — | 133 | +26 | New | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,329 | -100.0% | Q3 2025 | Oct 22, 2025 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.24% | — | -8,608 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,506 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Lantern Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,770 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -951 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -570 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 29, 2025 |