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 | Added to | 4,836,523 | 319,355 | 0.07% | 0.05% | 1 | +1,385,194 | 40.14% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,540,625 | 299,817 | 7.62% | 7.17% | 2 | +209,753 | 4.84% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Added to | 3,143,846 | 207,588 | 0.01% | 0.01% | 3 | +300,181 | 10.56% | Q2 2026 | Aug 13, 2026 |
| Trust Point Inc. | History | Reduced | 2,477,989 | 163,621 | 13.89% | 11.65% | 4 | -32,029 | -1.28% | Q2 2026 | Jul 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,136,892 | 141,098 | 0.01% | 0.01% | 5 | +97,517 | 4.78% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,160,231 | 76,610 | 1.12% | 0.94% | 6 | +139,185 | 13.63% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,113,144 | 73,500 | 0.34% | 0.33% | 7 | -189,116 | -14.52% | Q2 2026 | Jul 27, 2026 |
| RVW Wealth, LLC | History | Added to | 1,073,242 | 70,866 | 4.67% | 4.44% | 8 | +7,601 | 0.71% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 912,147 | 60,229 | 0.02% | 0.01% | 9 | +119,940 | 15.14% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 692,580 | 45,731 | 0.88% | — | 10 | +692,580 | New | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 681,763 | 45,016 | 0.01% | 0.01% | 11 | +145,107 | 27.04% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 548,800 | 36,237 | 0.06% | 0.05% | 12 | +42,774 | 8.45% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 540,515 | 35,690 | 0.03% | 0.2% | 13 | -3,008,750 | -84.77% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 516,476 | 34,102 | 0.0% | 0.0% | 14 | -10,888 | -2.06% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 475,740 | 31,413 | 0.1% | 0.07% | 15 | +141,991 | 42.54% | Q2 2026 | Jul 28, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 436,638 | 28,831 | 15.9% | 14.53% | 16 | +10,591 | 2.49% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | Added to | 429,394 | 28,352 | 0.03% | 0.02% | 17 | +38,768 | 9.92% | Q2 2026 | Aug 12, 2026 |
| Quattro Advisors LLC | History | Added to | 363,175 | 23,980 | 15.96% | 12.26% | 18 | +98,364 | 37.14% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 360,786 | 23,822 | 4.32% | 3.77% | 19 | +1,521 | 0.42% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 357,500 | 23,607 | 0.03% | 0.03% | 20 | +1,053 | 0.3% | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 345,390 | 22,806 | 3.47% | 3.05% | 21 | +9,312 | 2.77% | Q2 2026 | Jul 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 336,730 | 22,234 | 2.71% | 2.49% | 22 | +3,388 | 1.02% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 300,758 | 19,859 | 0.65% | 0.19% | 23 | +208,829 | 227.16% | Q2 2026 | Aug 14, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 297,728 | 19,658 | 5.81% | 5.03% | 24 | +2,932 | 0.99% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 277,406 | 18,084 | 0.59% | 0.51% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 257,034 | 16,971 | 4.61% | 4.03% | 26 | +20,864 | 8.83% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 252,706 | 16,686 | 0.01% | 0.01% | 27 | -23,788 | -8.6% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 237,599 | 15,688 | 0.7% | 0.53% | 28 | +34,549 | 17.02% | Q2 2026 | Jul 20, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 211,825 | 13,986 | 4.83% | 5.23% | 29 | -29,945 | -12.39% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 205,987 | 13,601 | 0.03% | 0.0% | 30 | +201,887 | 4924.07% | Q2 2026 | Aug 05, 2026 |
| GLR Partners, LLC | History | Added to | 205,596 | 13,575 | 6.32% | 5.75% | 31 | +8,383 | 4.25% | Q2 2026 | Jul 27, 2026 |
| tru Independence LLC | History | Reduced | 196,015 | 12,942 | 5.66% | 5.26% | 32 | -3,019 | -1.52% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 193,726 | 12,791 | 0.13% | 0.12% | 33 | +671 | 0.35% | Q2 2026 | Jul 28, 2026 |
| Oxinas Partners, LLC | History | Added to | 190,503 | 12,578 | 4.96% | 4.53% | 34 | +4,816 | 2.59% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 181,419 | 11,979 | 0.01% | 0.01% | 35 | -530 | -0.29% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 207,230 | 11,072 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 161,509 | 10,664 | 2.55% | 1.35% | 37 | +49,308 | 43.95% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | Added to | 148,890 | 9,831 | 0.11% | 0.03% | 38 | +102,115 | 218.31% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 131,120 | 8,657 | 0.59% | 0.44% | 39 | +22,119 | 20.29% | Q2 2026 | Jul 21, 2026 |
| Vericrest Private Wealth | History | Added to | 127,611 | 8,426 | 7.5% | 5.27% | 40 | +17,602 | 16.0% | Q2 2026 | Jul 28, 2026 |
| United Advisor Group, LLC | History | Added to | 95,524 | 6,307 | 0.67% | 0.12% | 41 | +77,049 | 417.04% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 92,301 | 6,095 | 0.01% | 0.01% | 42 | +2,845 | 3.18% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 83,917 | 5,541 | 0.07% | 0.05% | 43 | +9,555 | 12.85% | Q2 2026 | Aug 18, 2026 |
| KPP Advisory Services LLC | History | Added to | 79,191 | 5,228 | 0.66% | 0.29% | 44 | +41,217 | 108.54% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 77,208 | 5,098 | 0.01% | 0.0% | 45 | +24,931 | 47.69% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 73,666 | 4,864 | 0.07% | 0.05% | 46 | +19,516 | 36.04% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 73,092 | 4,826 | 0.27% | 0.25% | 47 | -269 | -0.37% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 70,842 | 4,677 | 0.03% | 0.02% | 48 | +6,648 | 10.36% | Q2 2026 | Aug 17, 2026 |
| Herold Advisors, Inc. | History | Added to | 67,404 | 4,453 | 0.88% | 0.71% | 49 | +6,806 | 11.23% | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 80,423 | 4,296 | 0.27% | 0.27% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 63,312 | 4,180 | 0.16% | 0.15% | 51 | -207 | -0.33% | Q2 2026 | Jul 22, 2026 |
| Formidable Asset Management, LLC | History | Added to | 76,884 | 4,107 | 0.65% | 0.5% | 52 | +21,934 | 39.92% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 61,097 | 4,034 | 0.06% | — | 53 | +61,097 | New | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 59,895 | 3,954 | 0.07% | 0.07% | 54 | -6,831 | -10.24% | Q2 2026 | Jul 31, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 59,671 | 3,940 | 0.36% | 0.32% | 55 | +5,178 | 9.5% | Q2 2026 | Jul 22, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 50,902 | 3,361 | 0.89% | 0.76% | 56 | +2,809 | 5.84% | Q2 2026 | Jul 15, 2026 |
| TD Capital Management LLC | History | Added to | 49,781 | 3,287 | 0.27% | 0.23% | 57 | +952 | 1.95% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,606 | 3,077 | 0.02% | 0.0% | 58 | +38,386 | 466.98% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,133 | 3,046 | 0.04% | 0.03% | 59 | +7,760 | 20.22% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 44,415 | 2,895 | 0.0% | 0.0% | 60 | +12,882 | 40.85% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 43,171 | 2,850 | 1.72% | 1.28% | 61 | +4,265 | 10.96% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | Added to | 39,791 | 2,627 | 0.04% | 0.04% | 62 | +2,225 | 5.92% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 38,270 | 2,526 | 0.0% | 0.0% | 63 | +31,879 | 498.81% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 34,092 | 2,251 | 0.5% | — | 64 | +34,092 | New | Q2 2026 | Jul 27, 2026 |
| Bison Wealth, LLC | History | Added to | 32,132 | 2,116 | 0.19% | 0.19% | 65 | +1,838 | 6.07% | Q2 2026 | Jul 07, 2026 |
| Bravias Capital Group, LLC | History | Added to | 30,262 | 1,998 | 1.19% | 1.01% | 66 | +1,315 | 4.54% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,322 | 1,931 | 0.0% | 0.0% | 67 | +8,986 | 42.12% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,646 | 1,891 | 0.01% | 0.01% | 68 | +2,609 | 10.02% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,965 | 1,648 | 0.0% | 0.0% | 69 | +17,016 | 214.06% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 24,889 | 1,643 | 0.05% | 0.06% | 70 | -3,019 | -10.82% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | New | 24,578 | 1,622 | 0.04% | — | 71 | +24,578 | New | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 24,124 | 1,592 | 0.0% | — | 72 | +24,124 | New | Q2 2026 | Aug 19, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,937 | 1,580 | 0.02% | 0.02% | 73 | +457 | 1.95% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 21,147 | 1,396 | 0.03% | 0.01% | 74 | +10,884 | 106.05% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,941 | 1,316 | 0.03% | 0.03% | 75 | -1,047 | -4.99% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,637 | 1,296 | 0.01% | 0.01% | 76 | +5,211 | 36.12% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,292 | 1,273 | 0.01% | 0.01% | 77 | +4,075 | 26.78% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | New | 17,837 | 1,177 | 0.0% | — | 78 | +17,837 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,616 | 1,163 | 0.0% | 0.0% | 79 | -24,530 | -58.2% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,479 | 1,154 | 0.0% | 0.0% | 80 | -23,268 | -57.1% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,404 | 1,149 | 0.0% | 0.0% | 81 | +3,533 | 25.47% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 17,075 | 1,127 | 0.59% | — | 82 | +17,075 | New | Q2 2026 | Jul 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15,331 | 1,012 | 0.05% | 0.05% | 83 | +960 | 6.68% | Q2 2026 | Jul 28, 2026 |
| Farrell Financial LLC | History | Added to | 14,810 | 977 | 0.53% | 0.47% | 84 | +85 | 0.58% | Q2 2026 | Jul 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,521 | 959 | 0.01% | 0.0% | 85 | +2,730 | 23.15% | Q2 2026 | Jul 20, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 14,354 | 947 | 0.26% | 0.23% | 86 | +1,086 | 8.19% | Q2 2026 | Aug 14, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 14,310 | 944 | 0.39% | 0.38% | 87 | -98 | -0.68% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | Added to | 12,358 | 815 | 0.1% | 0.1% | 88 | +883 | 7.69% | Q2 2026 | Jul 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 12,134 | 801 | 0.05% | 0.05% | 89 | -10,114 | -45.46% | Q2 2026 | Aug 04, 2026 |
| WealthPoint Financial, LLC | History | Added to | 11,421 | 754 | 0.55% | 0.42% | 90 | +1,972 | 20.87% | Q2 2026 | Aug 06, 2026 |
| Empirical Asset Management, LLC | History | Added to | 10,389 | 686 | 0.15% | 0.12% | 91 | +1,951 | 23.12% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 10,295 | 679 | 0.0% | 0.0% | 92 | +52 | 0.51% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 10,254 | 677 | 0.01% | — | 93 | +10,254 | New | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 9,818 | 648 | 0.32% | 0.1% | 94 | +5,941 | 153.24% | Q2 2026 | Jul 16, 2026 |
| Sankala Group LLC | History | Added to | 9,534 | 639 | 0.43% | 0.33% | 95 | +2,118 | 28.56% | Q2 2026 | Aug 18, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 9,628 | 635 | 0.08% | 0.08% | 96 | -112 | -1.15% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 9,194 | 605 | 0.03% | 0.03% | 97 | +418 | 4.76% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,011 | 594 | 0.01% | 0.01% | 98 | -15 | -0.17% | Q2 2026 | Jul 27, 2026 |
| Millington Financial Advisors, LLC | History | No change | 9,086 | 586 | 0.23% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 8,766 | 578 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 8,267 | 545 | 0.07% | 0.08% | 101 | +182 | 2.25% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | Added to | 8,209 | 542 | 0.0% | 0.0% | 102 | +2,443 | 42.37% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 7,844 | 517 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 7,781 | 513 | 0.02% | 0.01% | 104 | +2,056 | 35.91% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | New | 7,560 | 499 | 0.0% | — | 105 | +7,560 | New | Q2 2026 | Aug 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,196 | 475 | 0.04% | 0.04% | 106 | -111 | -1.52% | Q2 2026 | Jul 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 7,139 | 471 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,052 | 465 | 0.01% | 0.01% | 108 | +1,786 | 33.92% | Q2 2026 | Jul 06, 2026 |
| Legacy Advisors, LLC | History | No change | 6,225 | 411 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | New | 5,902 | 389 | 0.0% | — | 111 | +5,902 | New | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,893 | 389 | 0.0% | 0.0% | 110 | +44 | 0.75% | Q2 2026 | Sep 08, 2026 |
| ZEGA Investments, LLC | History | Added to | 5,694 | 375 | 0.04% | 0.03% | 112 | +451 | 8.6% | Q2 2026 | Jul 31, 2026 |
| Falcon Wealth Planning | History | Reduced | 5,614 | 370 | 0.02% | 0.02% | 113 | -64 | -1.13% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | Added to | 5,218 | 344 | 0.0% | 0.0% | 114 | +4,994 | 2229.46% | Q2 2026 | Aug 03, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,133 | 338 | 0.02% | 0.02% | 115 | -1,530 | -22.96% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,095 | 336 | 0.01% | 0.01% | 116 | +695 | 15.8% | Q2 2026 | Jul 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,090 | 336 | 0.0% | 0.0% | 117 | +484 | 10.51% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Reduced | 5,075 | 335 | 0.0% | 0.01% | 118 | -578 | -10.22% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 4,898 | 323 | 0.0% | 0.0% | 119 | +434 | 9.72% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | New | 4,636 | 306 | 0.13% | — | 120 | +4,636 | New | Q2 2026 | Jul 10, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 4,617 | 304 | 0.06% | 0.06% | 121 | +10 | 0.22% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,547 | 300 | 0.0% | 0.0% | 122 | +547 | 13.68% | Q2 2026 | Aug 07, 2026 |
| Colonial River Investments, LLC | History | Reduced | 4,325 | 285 | 0.08% | 0.1% | 123 | -880 | -16.91% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,290 | 283 | 0.02% | 0.01% | 124 | +3,169 | 282.69% | Q2 2026 | Jul 28, 2026 |
| VestGen Advisors, LLC | History | No change | 4,289 | 283 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 4,124 | 272 | 0.09% | 0.07% | 126 | +130 | 3.25% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,031 | 266 | 0.0% | — | 127 | +4,031 | New | Q2 2026 | Aug 14, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 4,005 | 264 | 0.05% | 0.09% | 128 | -3,637 | -47.59% | Q2 2026 | Jul 29, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 3,883 | 256 | 0.18% | 0.19% | 129 | -317 | -7.55% | Q2 2026 | Jul 29, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,864 | 255 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 3,558 | 234 | 0.01% | — | 131 | +3,558 | New | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,551 | 234 | 0.0% | — | 132 | +3,551 | New | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,324 | 219 | 0.01% | 0.01% | 133 | +927 | 38.67% | Q2 2026 | Aug 17, 2026 |
| Maia Wealth LLC | History | New | 3,176 | 209 | 0.03% | — | 134 | +3,176 | New | Q2 2026 | Jul 28, 2026 |
| Orgel Wealth Management, LLC | History | New | 3,156 | 208 | 0.0% | — | 136 | +3,156 | New | Q2 2026 | Jul 13, 2026 |
| Enclave Advisors LLC | History | Reduced | 3,164 | 208 | 0.03% | 0.03% | 135 | -830 | -20.78% | Q2 2026 | Jul 14, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 3,147 | 207 | 0.09% | — | 137 | +3,147 | New | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | New | 3,030 | 200 | 0.01% | — | 138 | +3,030 | New | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,830 | 186 | 0.0% | — | 139 | +2,830 | New | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,738 | 180 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,995 | 131 | 0.0% | 0.0% | 141 | +1,344 | 206.45% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,652 | 109 | 0.0% | 0.0% | 142 | +6 | 0.36% | Q2 2026 | Aug 05, 2026 |
| Markowski Investments | History | New | 1,534 | 101 | 0.02% | — | 144 | +1,534 | New | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,541 | 101 | 0.02% | 0.0% | 143 | +1,149 | 293.11% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 1,334 | 88 | 0.0% | 0.0% | 145 | +1,133 | 563.68% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | New | 952 | 62 | 0.0% | — | 146 | +952 | New | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 901 | 60 | 0.03% | 0.03% | 147 | +79 | 9.61% | Q2 2026 | Aug 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 896 | 59 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 812 | 54 | 0.0% | 0.0% | 149 | +116 | 16.67% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 800 | 52 | 0.0% | — | 150 | +800 | New | Q2 2026 | Aug 06, 2026 |
| JNBA Financial Advisors | History | No change | 754 | 49 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | New | 694 | 45 | 0.0% | — | 152 | +694 | New | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 600 | 39 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 494 | 32 | 0.0% | 0.0% | 154 | -114 | -18.75% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 420 | 27 | 0.0% | 0.0% | 155 | +210 | 100.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 376 | 24 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Qube Research & Technologies Ltd | History | New | 345 | 22 | 0.0% | — | 157 | +345 | New | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 277 | 18 | 0.0% | 0.0% | 158 | +177 | 177.0% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 280 | 18 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 268 | 17 | 0.0% | — | 161 | +268 | New | Q2 2026 | Jul 20, 2026 |
| NBT BANK, N.A. | History | Added to | 261 | 17 | 0.0% | 0.0% | 160 | +61 | 30.5% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 225 | 14 | 0.0% | — | 162 | +225 | New | Q2 2026 | Jul 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 212 | 13 | 0.0% | — | 163 | +212 | New | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 188 | 12 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 90 | 5 | 0.0% | — | 165 | +90 | New | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,115 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,334 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,226 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.08% | — | -7,992 | -100.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,804 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,781 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -983 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -548 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Jul 27, 2026 |