WisdomTree Trust - QGRW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 4,836,523 | 319,355 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,613,600 | 316,862 | 7.9% | 7.62% | 2 | +72,975 | 1.61% | Q3 2026 | Oct 19, 2026 |
| Trust Point Inc. | History | Added to | 3,834,381 | 263,345 | 19.73% | 13.89% | 3 | +1,356,392 | 54.74% | Q3 2026 | Oct 27, 2026 |
| MORGAN STANLEY | History | No change | 3,143,846 | 207,588 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,136,892 | 141,098 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,224,011 | 84,065 | 1.14% | 1.12% | 6 | +63,780 | 5.5% | Q3 2026 | Oct 27, 2026 |
| RVW Wealth, LLC | History | Added to | 1,117,209 | 76,729 | 4.92% | 4.67% | 7 | +43,967 | 4.1% | Q3 2026 | Oct 06, 2026 |
| Private Advisor Group, LLC | History | No change | 1,113,144 | 73,500 | 0.34% | 0.34% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 912,147 | 60,229 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 692,580 | 45,731 | 0.88% | 0.88% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 681,763 | 45,016 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 551,164 | 37,853 | 0.11% | 0.1% | 12 | +75,424 | 15.85% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 548,800 | 36,237 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 540,515 | 35,690 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 516,476 | 34,102 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 415,634 | 28,545 | 15.75% | 15.9% | 16 | -21,004 | -4.81% | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 429,394 | 28,352 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quattro Advisors LLC | History | No change | 363,175 | 23,980 | 15.96% | 15.96% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 360,786 | 23,822 | 4.32% | 4.32% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 357,500 | 23,607 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 345,390 | 22,806 | 3.47% | 3.47% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 336,730 | 22,234 | 2.71% | 2.71% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 303,576 | 20,849 | 6.06% | 5.81% | 23 | +5,848 | 1.96% | Q3 2026 | Oct 27, 2026 |
| Stenger Family Office, LLC | History | New | 285,270 | 20,025 | 2.75% | — | 24 | +285,270 | New | Q3 2026 | Oct 22, 2026 |
| Western Wealth Management, LLC | History | No change | 300,758 | 19,859 | 0.65% | 0.65% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 277,406 | 18,084 | 0.59% | 0.59% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 257,992 | 17,718 | 4.68% | 4.61% | 27 | +958 | 0.37% | Q3 2026 | Nov 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 250,072 | 17,440 | 0.78% | 0.7% | 28 | +12,473 | 5.25% | Q3 2026 | Oct 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 252,706 | 16,686 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLR Partners, LLC | History | Added to | 210,372 | 14,448 | 6.7% | 6.32% | 30 | +4,776 | 2.32% | Q3 2026 | Nov 04, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 211,825 | 13,986 | 4.83% | 4.83% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 205,987 | 13,601 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| tru Independence LLC | History | Added to | 198,033 | 13,600 | 5.81% | 5.66% | 33 | +2,018 | 1.03% | Q3 2026 | Oct 19, 2026 |
| Atria Investments, Inc | History | Reduced | 190,095 | 13,055 | 0.13% | 0.13% | 34 | -3,631 | -1.87% | Q3 2026 | Oct 15, 2026 |
| Oxinas Partners, LLC | History | No change | 190,503 | 12,578 | 4.96% | 4.96% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 181,331 | 12,453 | 0.01% | 0.01% | 36 | -88 | -0.05% | Q3 2026 | Nov 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 164,473 | 11,296 | 2.72% | 2.55% | 37 | +2,964 | 1.84% | Q3 2026 | Oct 13, 2026 |
| Vericrest Private Wealth | History | Added to | 146,594 | 10,068 | 8.97% | 7.5% | 38 | +18,983 | 14.88% | Q3 2026 | Oct 21, 2026 |
| Summit Financial, LLC | History | No change | 148,890 | 9,831 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 135,434 | 9,301 | 0.63% | 0.59% | 40 | +4,314 | 3.29% | Q3 2026 | Oct 26, 2026 |
| United Advisor Group, LLC | History | Added to | 115,908 | 7,960 | 0.76% | 0.67% | 41 | +20,384 | 21.34% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 99,155 | 6,810 | 0.02% | 0.01% | 42 | +6,854 | 7.43% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 88,068 | 6,048 | 0.01% | 0.01% | 43 | +10,860 | 14.07% | Q3 2026 | Nov 02, 2026 |
| KPP Advisory Services LLC | History | Added to | 84,253 | 5,786 | 0.97% | 0.66% | 44 | +5,062 | 6.39% | Q3 2026 | Oct 26, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 83,917 | 5,541 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 76,093 | 5,024 | 0.74% | 0.65% | 46 | -791 | -1.03% | Q3 2026 | Nov 03, 2026 |
| Avestar Capital, LLC | History | Reduced | 71,611 | 4,918 | 0.39% | 0.27% | 47 | -1,481 | -2.03% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 73,666 | 4,864 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Herold Advisors, Inc. | History | Added to | 70,756 | 4,859 | 0.95% | 0.88% | 49 | +3,352 | 4.97% | Q3 2026 | Oct 19, 2026 |
| Equitable Holdings, Inc. | History | No change | 70,842 | 4,677 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 62,448 | 4,288 | 0.39% | 0.36% | 51 | +2,777 | 4.65% | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 60,087 | 4,126 | 0.07% | 0.07% | 52 | +192 | 0.32% | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 61,097 | 4,034 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 55,959 | 3,843 | 0.83% | 0.5% | 54 | +21,867 | 64.14% | Q3 2026 | Nov 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 52,715 | 3,620 | 0.13% | 0.16% | 55 | -10,597 | -16.74% | Q3 2026 | Oct 26, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 52,470 | 3,603 | 2.11% | 1.72% | 56 | +9,299 | 21.54% | Q3 2026 | Oct 16, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 49,411 | 3,393 | 0.92% | 0.89% | 57 | -1,491 | -2.93% | Q3 2026 | Oct 15, 2026 |
| TD Capital Management LLC | History | No change | 49,781 | 3,287 | 0.27% | 0.27% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46,606 | 3,077 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 44,385 | 3,048 | 0.04% | 0.04% | 60 | +4,594 | 11.55% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 46,133 | 3,046 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 44,415 | 2,895 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WT Wealth Management | History | New | 41,297 | 2,836 | 0.79% | — | 63 | +41,297 | New | Q3 2026 | Oct 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 38,270 | 2,526 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Added to | 33,114 | 2,322 | 0.19% | 0.19% | 65 | +982 | 3.06% | Q3 2026 | Oct 13, 2026 |
| Bravias Capital Group, LLC | History | No change | 30,262 | 1,998 | 1.19% | 1.19% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 30,322 | 1,931 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 28,646 | 1,891 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,707 | 1,765 | 0.0% | 0.0% | 69 | +742 | 2.97% | Q3 2026 | Oct 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 24,889 | 1,643 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,124 | 1,592 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,937 | 1,580 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,287 | 1,530 | 0.02% | 0.01% | 73 | +2,995 | 15.52% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,147 | 1,396 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 19,941 | 1,316 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,637 | 1,296 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 17,837 | 1,177 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 17,616 | 1,163 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,479 | 1,154 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,404 | 1,149 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 16,512 | 1,134 | 0.05% | 0.05% | 81 | +1,181 | 7.7% | Q3 2026 | Nov 04, 2026 |
| Farrell Financial LLC | History | Added to | 16,017 | 1,100 | 0.59% | 0.53% | 82 | +1,207 | 8.15% | Q3 2026 | Oct 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 15,907 | 1,092 | 0.01% | 0.01% | 83 | +1,386 | 9.54% | Q3 2026 | Oct 26, 2026 |
| Hopwood Nicholas Hunter | History | No change | 14,354 | 947 | 0.26% | 0.26% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 11,754 | 807 | 0.04% | 0.02% | 85 | +3,973 | 51.06% | Q3 2026 | Oct 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 12,134 | 801 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthPoint Financial, LLC | History | Reduced | 11,419 | 784 | 0.56% | 0.55% | 87 | -2 | -0.02% | Q3 2026 | Nov 03, 2026 |
| XY Planning Network, Inc. | History | Reduced | 11,066 | 760 | 0.08% | 0.1% | 88 | -1,292 | -10.45% | Q3 2026 | Oct 13, 2026 |
| Creative Planning | History | Added to | 10,345 | 710 | 0.0% | 0.0% | 89 | +50 | 0.49% | Q3 2026 | Nov 02, 2026 |
| Empirical Asset Management, LLC | History | No change | 10,389 | 686 | 0.15% | 0.15% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 10,254 | 677 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 9,853 | 676 | 0.33% | 0.32% | 92 | +35 | 0.36% | Q3 2026 | Oct 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | New | 9,415 | 646 | 0.06% | — | 93 | +9,415 | New | Q3 2026 | Nov 05, 2026 |
| Sankala Group LLC | History | No change | 9,534 | 639 | 0.43% | 0.43% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,194 | 605 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Millington Financial Advisors, LLC | History | No change | 9,086 | 586 | 0.23% | 0.23% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 8,766 | 578 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 8,267 | 545 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 8,209 | 542 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 7,800 | 535 | 0.22% | 0.39% | 100 | -6,510 | -45.49% | Q3 2026 | Oct 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,692 | 528 | 0.0% | 0.01% | 101 | -1,319 | -14.64% | Q3 2026 | Oct 16, 2026 |
| Mariner, LLC | History | No change | 7,844 | 517 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 7,450 | 511 | 0.06% | 0.08% | 103 | -2,178 | -22.62% | Q3 2026 | Nov 02, 2026 |
| COMMERCE BANK | History | No change | 7,560 | 499 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 7,139 | 490 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,095 | 487 | 0.01% | 0.01% | 106 | +43 | 0.61% | Q3 2026 | Oct 08, 2026 |
| Intrua Financial, LLC | History | Reduced | 6,688 | 459 | 0.04% | 0.04% | 107 | -508 | -7.06% | Q3 2026 | Oct 28, 2026 |
| Legacy Advisors, LLC | History | No change | 6,225 | 427 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 6,030 | 398 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 5,691 | 390 | 0.02% | 0.01% | 110 | +2,133 | 59.95% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,893 | 389 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantinno Capital Management LP | History | No change | 5,902 | 389 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtue Capital Management, LLC | History | New | 5,523 | 379 | 0.05% | — | 113 | +5,523 | New | Q3 2026 | Oct 29, 2026 |
| Falcon Wealth Planning | History | No change | 5,614 | 370 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,092 | 349 | 0.01% | 0.01% | 115 | -3 | -0.06% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 5,218 | 344 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | New | 4,984 | 342 | 0.02% | — | 117 | +4,984 | New | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,090 | 336 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 4,864 | 334 | 0.06% | 0.06% | 119 | +247 | 5.35% | Q3 2026 | Oct 14, 2026 |
| &PARTNERS | History | No change | 4,898 | 323 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 4,649 | 319 | 0.01% | 0.02% | 121 | -484 | -9.43% | Q3 2026 | Oct 28, 2026 |
| Vise Technologies, Inc. | History | Reduced | 4,544 | 312 | 0.0% | 0.0% | 122 | -531 | -10.46% | Q3 2026 | Oct 28, 2026 |
| StoneX Group Inc. | History | New | 4,385 | 301 | 0.01% | — | 123 | +4,385 | New | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,547 | 300 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,290 | 294 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| VestGen Advisors, LLC | History | No change | 4,289 | 294 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,147 | 284 | 0.01% | — | 127 | +4,147 | New | Q3 2026 | Oct 16, 2026 |
| Paragon Capital Management Ltd | History | No change | 4,005 | 275 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 4,124 | 272 | 0.09% | 0.09% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,926 | 269 | 0.0% | 0.0% | 130 | +375 | 10.56% | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,031 | 266 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,864 | 265 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Colonial River Investments, LLC | History | Reduced | 3,840 | 263 | 0.07% | 0.08% | 133 | -485 | -11.21% | Q3 2026 | Oct 19, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 3,685 | 253 | 0.11% | 0.09% | 134 | +538 | 17.1% | Q3 2026 | Oct 22, 2026 |
| CRA Financial Services, LLC | History | New | 3,376 | 231 | 0.03% | — | 135 | +3,376 | New | Q3 2026 | Oct 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,324 | 219 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Maia Wealth LLC | History | Reduced | 3,167 | 217 | 0.03% | 0.03% | 137 | -9 | -0.28% | Q3 2026 | Oct 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,090 | 212 | 0.01% | — | 139 | +3,090 | New | Q3 2026 | Oct 23, 2026 |
| Team Financial Group, LLC | History | Reduced | 3,087 | 212 | 0.08% | 0.13% | 138 | -1,549 | -33.41% | Q3 2026 | Oct 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 3,078 | 211 | 0.01% | — | 140 | +3,078 | New | Q3 2026 | Oct 13, 2026 |
| OMNI 360 Wealth, Inc. | History | New | 3,076 | 211 | 0.1% | — | 141 | +3,076 | New | Q3 2026 | Oct 13, 2026 |
| Lionshead Wealth Management, LLC | History | New | 2,944 | 202 | 0.14% | — | 142 | +2,944 | New | Q3 2026 | Oct 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,830 | 186 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,738 | 180 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 2,262 | 149 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,995 | 131 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Financial Partners | History | New | 1,187 | 116 | 0.05% | — | 147 | +1,187 | New | Q3 2026 | Oct 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,620 | 111 | 0.0% | 0.0% | 148 | -32 | -1.94% | Q3 2026 | Nov 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,272 | 87 | 0.01% | 0.02% | 149 | -269 | -17.46% | Q3 2026 | Nov 02, 2026 |
| Nova Financial LLC | History | New | 1,224 | 84 | 0.04% | — | 150 | +1,224 | New | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Added to | 924 | 63 | 0.04% | 0.03% | 151 | +23 | 2.55% | Q3 2026 | Oct 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 952 | 62 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | Added to | 829 | 56 | 0.0% | 0.0% | 153 | +75 | 9.95% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 812 | 54 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 800 | 52 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 694 | 45 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 600 | 39 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 494 | 32 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | Reduced | 436 | 29 | 0.02% | 0.59% | 159 | -16,639 | -97.45% | Q3 2026 | Oct 09, 2026 |
| Markowski Investments | History | Reduced | 430 | 29 | 0.01% | 0.02% | 160 | -1,104 | -71.97% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 420 | 27 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 376 | 25 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 322 | 22 | 0.01% | 0.0% | 164 | +45 | 16.25% | Q3 2026 | Nov 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 345 | 22 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 268 | 18 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 280 | 18 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 261 | 17 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | New | 225 | 15 | 0.0% | — | 168 | +225 | New | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 201 | 13 | 0.0% | 0.0% | 169 | -1,133 | -84.93% | Q3 2026 | Oct 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 188 | 12 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 147 | 10 | 0.0% | 0.0% | 171 | -65 | -30.66% | Q3 2026 | Nov 04, 2026 |
| Latitude Advisors, LLC | History | New | 78 | 5 | 0.0% | — | 173 | +78 | New | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 30 | 2 | 0.0% | — | 175 | +30 | New | Q3 2026 | Oct 21, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -24,578 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,694 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Elm3 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,883 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Enclave Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,164 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Orgel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,156 | -100.0% | Q3 2026 | Oct 14, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,030 | -100.0% | Q3 2026 | Oct 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -896 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2026 | Oct 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2026 | Nov 02, 2026 |