WisdomTree Trust - WTAI
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 | 908,339 | 43,118 | 0.01% | 0.01% | 1 | +194,228 | 27.2% | Q2 2026 | Aug 07, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 358,681 | 17,026 | 2.17% | 2.28% | 2 | -191,412 | -34.8% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 328,108 | 15,575 | 0.0% | 0.0% | 3 | +46,068 | 16.33% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 300,517 | 14,265 | 0.05% | 0.03% | 4 | +19,515 | 6.94% | Q2 2026 | Jul 28, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 274,505 | 13,030 | 0.23% | 0.23% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 269,989 | 12,816 | 0.15% | 0.1% | 6 | -2,650 | -0.97% | Q2 2026 | Aug 12, 2026 |
| Quattro Advisors LLC | History | Reduced | 248,971 | 11,818 | 7.86% | 6.18% | 7 | -3,527 | -1.4% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 240,093 | 11,397 | 0.02% | 0.02% | 8 | -160,229 | -40.03% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 227,293 | 10,407 | 0.0% | 0.0% | 9 | -30,409 | -11.8% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 204,190 | 9,692 | 0.0% | — | 10 | +204,190 | New | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 198,529 | 9,424 | 0.34% | 0.28% | 11 | -28,550 | -12.57% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 181,413 | 8,611 | 0.0% | 0.0% | 12 | +61,097 | 50.78% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 141,218 | 6,703 | 0.0% | 0.0% | 13 | -18,215 | -11.42% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 120,269 | 5,709 | 0.01% | 0.0% | 14 | +2,054 | 1.74% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 100,127 | 4,752 | 0.07% | 0.05% | 15 | +683 | 0.69% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99,557 | 4,726 | 0.01% | 0.0% | 16 | +5,488 | 5.83% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,226 | 4,520 | 0.01% | 0.0% | 17 | -8,587 | -8.27% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 83,934 | 3,984 | 0.06% | 0.04% | 18 | +459 | 0.55% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 78,525 | 3,727 | 0.23% | 0.14% | 19 | +6,643 | 9.24% | Q2 2026 | Aug 11, 2026 |
| Berbice Capital Management LLC | History | Added to | 74,959 | 3,558 | 1.84% | 0.48% | 20 | +48,719 | 185.67% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 70,639 | 3,353 | 0.01% | 0.0% | 21 | -22,875 | -24.46% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 70,345 | 3,339 | 0.15% | 0.1% | 22 | -496 | -0.7% | Q2 2026 | Jul 23, 2026 |
| CLG LLC | History | New | 68,756 | 3,263 | 0.72% | — | 23 | +68,756 | New | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,320 | 3,100 | 0.0% | 0.0% | 24 | +304 | 0.47% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 63,663 | 3,022 | 0.01% | 0.0% | 25 | -1,893 | -2.89% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 60,034 | 2,849 | 0.0% | 0.0% | 26 | +12,546 | 26.42% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 55,413 | 2,630 | 0.12% | 0.04% | 27 | +29,678 | 115.32% | Q2 2026 | Aug 11, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 54,099 | 2,568 | 0.13% | 0.08% | 28 | +878 | 1.65% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 49,506 | 2,350 | 0.01% | 0.01% | 29 | -4,788 | -8.82% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 45,508 | 2,160 | 0.1% | 0.07% | 30 | +3,356 | 7.96% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | New | 32,095 | 1,523 | 0.02% | — | 31 | +32,095 | New | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 31,420 | 1,491 | 0.0% | — | 32 | +31,420 | New | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | Added to | 28,709 | 1,362 | 0.07% | 0.04% | 33 | +2,346 | 8.9% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,618 | 1,311 | 0.0% | 0.0% | 34 | +1,994 | 7.78% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,052 | 1,284 | 0.0% | 0.0% | 35 | +10,511 | 63.55% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 24,260 | 1,151 | 0.0% | 0.0% | 36 | +179 | 0.74% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 23,499 | 1,115 | 0.04% | 0.03% | 37 | -1,510 | -6.04% | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 22,602 | 1,072 | 0.02% | — | 38 | +22,602 | New | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 22,050 | 1,046 | 0.01% | 0.0% | 39 | +4,900 | 28.57% | Q2 2026 | Aug 06, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 20,335 | 965 | 0.36% | 0.19% | 40 | +4,200 | 26.03% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,300 | 963 | 0.0% | 0.0% | 41 | -88,972 | -81.42% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,597 | 956 | 0.05% | 0.01% | 42 | +12,518 | 154.94% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,845 | 942 | 0.04% | 0.02% | 43 | +243 | 1.24% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 21,350 | 935 | 0.09% | 0.09% | 44 | -1,513 | -6.62% | Q2 2026 | Jul 07, 2026 |
| Solstein Capital, LLC | History | New | 18,781 | 891 | 0.31% | — | 45 | +18,781 | New | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,431 | 874 | 0.0% | 0.0% | 46 | +5,108 | 38.34% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | Added to | 17,400 | 826 | 0.0% | 0.0% | 47 | +145 | 0.84% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,784 | 796 | 0.01% | 0.01% | 48 | +298 | 1.81% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 16,039 | 761 | 0.02% | 0.02% | 49 | +699 | 4.56% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | Added to | 16,002 | 759 | 0.0% | 0.0% | 50 | +1,001 | 6.67% | Q2 2026 | Aug 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 15,621 | 741 | 0.03% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,545 | 737 | 0.0% | 0.0% | 52 | -72 | -0.46% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 16,834 | 692 | 0.18% | 0.16% | 53 | -104 | -0.61% | Q2 2026 | Aug 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 12,605 | 598 | 0.03% | 0.02% | 54 | -415 | -3.19% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 11,362 | 539 | 0.03% | 0.03% | 55 | -11,740 | -50.82% | Q2 2026 | Aug 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 9,854 | 467 | 0.02% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,828 | 466 | 0.02% | 0.01% | 57 | -359 | -3.52% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | Added to | 9,827 | 466 | 0.07% | 0.05% | 58 | +230 | 2.4% | Q2 2026 | Aug 06, 2026 |
| Evanson Financial, LLC | History | New | 9,565 | 454 | 0.02% | — | 59 | +9,565 | New | Q2 2026 | Jul 07, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 9,132 | 433 | 0.11% | — | 61 | +9,132 | New | Q2 2026 | Jul 30, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 9,130 | 433 | 0.02% | 0.01% | 60 | +129 | 1.43% | Q2 2026 | Aug 05, 2026 |
| COFG Advisors, LLC | History | Reduced | 9,045 | 429 | 0.07% | 0.06% | 62 | -241 | -2.6% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,980 | 426 | 0.01% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,934 | 424 | 0.0% | 0.0% | 64 | -437 | -4.66% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Added to | 8,850 | 420 | 0.0% | 0.0% | 65 | +384 | 4.54% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | New | 8,515 | 404 | 0.02% | — | 67 | +8,515 | New | Q2 2026 | Jul 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,985 | 404 | 0.02% | 0.0% | 66 | +6,500 | 261.57% | Q2 2026 | Jul 22, 2026 |
| Key FInancial Inc | History | Reduced | 8,479 | 402 | 0.07% | 0.05% | 68 | -891 | -9.51% | Q2 2026 | Jul 24, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 8,381 | 397 | 0.22% | 0.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,125 | 385 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 7,934 | 376 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 7,914 | 375 | 0.03% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | New | 7,741 | 367 | 0.02% | — | 73 | +7,741 | New | Q2 2026 | Jul 23, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 7,166 | 340 | 0.26% | 0.04% | 74 | +5,491 | 327.82% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | New | 6,994 | 332 | 0.01% | — | 75 | +6,994 | New | Q2 2026 | Aug 10, 2026 |
| GWN SECURITIES INC. | History | New | 6,964 | 330 | 0.06% | — | 76 | +6,964 | New | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 6,939 | 329 | 0.01% | — | 77 | +6,939 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, LLC | History | New | 6,935 | 329 | 0.04% | — | 78 | +6,935 | New | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,911 | 328 | 0.0% | 0.01% | 79 | -16,210 | -70.11% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 6,922 | 328 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fox Hill Wealth Management | History | New | 6,899 | 327 | 0.13% | — | 81 | +6,899 | New | Q2 2026 | Aug 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,883 | 326 | 0.01% | 0.01% | 82 | -714 | -9.4% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | New | 6,822 | 323 | 0.0% | — | 83 | +6,822 | New | Q2 2026 | Jul 28, 2026 |
| Oxinas Partners, LLC | History | New | 6,716 | 318 | 0.13% | — | 85 | +6,716 | New | Q2 2026 | Jul 14, 2026 |
| MRA Advisory Group | History | New | 6,709 | 318 | 0.12% | — | 86 | +6,709 | New | Q2 2026 | Jul 08, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 6,715 | 318 | 0.08% | 0.06% | 84 | -419 | -5.87% | Q2 2026 | Aug 04, 2026 |
| Garrett Wealth Advisory Group, LLC | History | New | 6,698 | 317 | 0.05% | — | 87 | +6,698 | New | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,644 | 315 | 0.0% | 0.0% | 88 | +6,120 | 1167.94% | Q2 2026 | Aug 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | New | 6,255 | 296 | 0.06% | — | 89 | +6,255 | New | Q2 2026 | Jul 22, 2026 |
| Argent Trust Co | History | New | 6,087 | 288 | 0.01% | — | 90 | +6,087 | New | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | New | 5,791 | 274 | 0.0% | — | 91 | +5,791 | New | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 5,764 | 273 | 0.02% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | New | 5,691 | 270 | 0.02% | — | 94 | +5,691 | New | Q2 2026 | Aug 04, 2026 |
| Evanson Asset Management, LLC | History | No change | 9,565 | 270 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Barry Investment Advisors, LLC | History | New | 5,601 | 265 | 0.06% | — | 95 | +5,601 | New | Q2 2026 | Jul 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,528 | 262 | 0.01% | — | 96 | +5,528 | New | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 5,515 | 261 | 0.0% | — | 97 | +5,515 | New | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 5,515 | 261 | 0.01% | — | 98 | +5,515 | New | Q2 2026 | Jul 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 5,479 | 260 | 0.02% | — | 99 | +5,479 | New | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,648 | 258 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | New | 5,312 | 252 | 0.0% | — | 101 | +5,312 | New | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | New | 6,530 | 247 | 0.0% | — | 102 | +6,530 | New | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | New | 5,164 | 245 | 0.01% | — | 103 | +5,164 | New | Q2 2026 | Jul 28, 2026 |
| KPP Advisory Services LLC | History | New | 5,153 | 244 | 0.03% | — | 104 | +5,153 | New | Q2 2026 | Jul 24, 2026 |
| Certified Advisory Corp | History | New | 4,899 | 232 | 0.02% | — | 105 | +4,899 | New | Q2 2026 | Jul 16, 2026 |
| REGIONS FINANCIAL CORP | History | New | 4,837 | 229 | 0.0% | — | 106 | +4,837 | New | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | New | 4,632 | 219 | 0.0% | — | 107 | +4,632 | New | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,540 | 214 | 0.0% | — | 108 | +4,540 | New | Q2 2026 | Aug 14, 2026 |
| Apollon Financial, LLC | History | New | 4,440 | 210 | 0.02% | — | 109 | +4,440 | New | Q2 2026 | Jul 22, 2026 |
| Aries Wealth Management | History | New | 4,362 | 207 | 0.04% | — | 110 | +4,362 | New | Q2 2026 | Jul 24, 2026 |
| Retirement Planning Group, LLC | History | New | 4,309 | 204 | 0.01% | — | 111 | +4,309 | New | Q2 2026 | Aug 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 4,239 | 201 | 0.04% | — | 112 | +4,239 | New | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 4,023 | 190 | 0.01% | 0.01% | 113 | +411 | 11.38% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | Added to | 4,001 | 189 | 0.0% | 0.0% | 114 | +472 | 13.37% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,825 | 181 | 0.0% | 0.0% | 115 | +400 | 11.68% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 3,460 | 164 | 0.0% | 0.0% | 116 | +792 | 29.69% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,420 | 162 | 0.0% | 0.0% | 117 | +974 | 39.82% | Q2 2026 | Aug 12, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 3,230 | 153 | 0.03% | — | 118 | +3,230 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,853 | 135 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,827 | 134 | 0.06% | 0.04% | 120 | +100 | 3.67% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 118 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,111 | 100 | 0.01% | 0.0% | 123 | +1,439 | 214.14% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Reduced | 2,124 | 100 | 0.0% | 0.0% | 122 | -81 | -3.67% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,004 | 95 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glassman Wealth Services | History | New | 2,000 | 94 | 0.01% | — | 126 | +2,000 | New | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,000 | 94 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,960 | 93 | 0.05% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 1,814 | 86 | 0.0% | 0.0% | 128 | +1,241 | 216.58% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,773 | 84 | 0.01% | 0.01% | 129 | -488 | -21.58% | Q2 2026 | Jul 28, 2026 |
| Forum Finance Group S.A. | History | No change | 1,864 | 72 | 0.03% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 1,500 | 71 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,444 | 68 | 0.0% | — | 132 | +1,444 | New | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,071 | 50 | 0.0% | 0.0% | 133 | +720 | 205.13% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,050 | 49 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 1,000 | 47 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EPG Wealth Management LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Reduced | 979 | 46 | 0.0% | 0.0% | 137 | -3,021 | -75.52% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 913 | 43 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | New | 806 | 38 | 0.0% | — | 139 | +806 | New | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 769 | 36 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 650 | 30 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 613 | 29 | 0.02% | 0.01% | 142 | +1 | 0.16% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | New | 600 | 28 | 0.0% | — | 143 | +600 | New | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 585 | 27 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centerpoint Advisors, LLC | History | No change | 575 | 27 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allied Private Wealth LLC | History | New | 500 | 21 | 0.01% | — | 146 | +500 | New | Q2 2026 | Jul 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 407 | 19 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gen-Wealth Partners Inc | History | No change | 417 | 19 | 0.01% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 320 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 317 | 15 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wiser Advisor Group LLC | History | No change | 312 | 14 | 0.02% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 273 | 12 | 0.0% | — | 152 | +273 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | New | 250 | 11 | 0.0% | — | 153 | +250 | New | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 211 | 10 | 0.0% | 0.0% | 154 | -1,257 | -85.63% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 85 | 4 | 0.0% | — | 156 | +85 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 164 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | New | 79 | 3 | 0.0% | — | 157 | +79 | New | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 51 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 63 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 41 | 1 | 0.0% | — | 160 | +41 | New | Q2 2026 | Aug 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 31 | 1 | 0.0% | — | 161 | +31 | New | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -66,423 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Breachway Investments LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -34,151 | -100.0% | Q2 2026 | Jul 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,400 | -100.0% | Q2 2026 | Sep 02, 2026 |
| GFS Advisors, LLC | History | New | 15,222 | 0 | — | — | — | +15,222 | New | Q2 2026 | Aug 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,861 | -100.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,921 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,621 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,680 | -100.0% | Q2 2026 | Jul 10, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,433 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,009 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -913 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q2 2026 | Aug 13, 2026 |