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 | No change | 908,339 | 43,118 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 382,657 | 16,718 | 0.05% | 0.05% | 2 | +82,140 | 27.33% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 328,108 | 15,575 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 274,505 | 13,030 | 0.23% | 0.23% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 269,989 | 12,816 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quattro Advisors LLC | History | No change | 248,971 | 11,818 | 7.86% | 7.86% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 239,585 | 10,467 | 0.02% | 0.02% | 7 | -508 | -0.21% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 227,293 | 10,407 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 204,190 | 9,692 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 198,529 | 9,424 | 0.34% | 0.34% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 181,413 | 8,611 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 141,218 | 6,703 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 122,132 | 5,335 | 0.01% | 0.01% | 13 | +1,863 | 1.55% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 99,557 | 4,726 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 78,525 | 3,727 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 80,607 | 3,521 | 0.0% | 0.01% | 16 | -14,619 | -15.35% | Q3 2026 | Oct 30, 2026 |
| Berbice Capital Management LLC | History | Added to | 78,764 | 3,441 | 1.71% | 1.84% | 17 | +3,805 | 5.08% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 70,639 | 3,353 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 86,114 | 3,124 | 0.04% | 0.07% | 19 | -14,013 | -14.0% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 65,320 | 3,100 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 63,663 | 3,022 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 60,034 | 2,849 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 70,389 | 2,835 | 0.13% | 0.15% | 23 | +44 | 0.06% | Q3 2026 | Oct 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 61,773 | 2,698 | 0.12% | 0.12% | 24 | +6,360 | 11.48% | Q3 2026 | Oct 20, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 54,099 | 2,568 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 49,506 | 2,350 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 46,378 | 2,026 | 0.03% | 0.06% | 27 | -37,556 | -44.74% | Q3 2026 | Oct 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 45,333 | 1,980 | 0.09% | 0.1% | 28 | -175 | -0.38% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,283 | 1,585 | 0.0% | 0.0% | 29 | +8,665 | 31.37% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 32,095 | 1,523 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 31,420 | 1,491 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 28,709 | 1,362 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 27,052 | 1,284 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 23,499 | 1,115 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | Added to | 25,450 | 1,111 | 0.0% | 0.0% | 35 | +1,190 | 4.91% | Q3 2026 | Nov 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 22,050 | 1,046 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WMG Financial Advisors, LLC | History | No change | 20,335 | 965 | 0.36% | 0.36% | 37 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,300 | 963 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,597 | 956 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 19,845 | 942 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 20,383 | 875 | 0.07% | 0.09% | 41 | -967 | -4.53% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,431 | 874 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,234 | 840 | 0.02% | 0.02% | 43 | -3,368 | -14.9% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 17,400 | 826 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Solstein Capital, LLC | History | No change | 18,781 | 820 | 0.29% | 0.31% | 45 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 16,002 | 759 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,545 | 737 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 16,834 | 735 | 0.2% | 0.18% | 48 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,116 | 704 | 0.01% | 0.01% | 49 | -668 | -3.98% | Q3 2026 | Oct 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 16,034 | 700 | 0.02% | 0.02% | 50 | -5 | -0.03% | Q3 2026 | Oct 29, 2026 |
| Waldron Private Wealth LLC | History | No change | 15,621 | 682 | 0.02% | 0.03% | 51 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 12,798 | 559 | 0.07% | 0.04% | 52 | +5,863 | 84.54% | Q3 2026 | Oct 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 11,362 | 539 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 9,854 | 467 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 9,828 | 466 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 9,827 | 466 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 10,491 | 458 | 0.11% | 0.11% | 57 | +1,359 | 14.88% | Q3 2026 | Oct 19, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 10,044 | 438 | 0.02% | 0.03% | 58 | -2,561 | -20.32% | Q3 2026 | Nov 03, 2026 |
| HighPoint Advisor Group LLC | History | No change | 9,130 | 433 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COFG Advisors, LLC | History | No change | 9,045 | 429 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 8,934 | 424 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 8,850 | 420 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | No change | 9,565 | 417 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 8,985 | 399 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,980 | 392 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,125 | 385 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 7,934 | 376 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 7,914 | 375 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 8,381 | 366 | 0.2% | 0.22% | 69 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Strategic Blueprint, LLC | History | Added to | 7,894 | 344 | 0.02% | 0.02% | 70 | +153 | 1.98% | Q3 2026 | Oct 22, 2026 |
| Key FInancial Inc | History | Reduced | 7,783 | 340 | 0.06% | 0.07% | 72 | -696 | -8.21% | Q3 2026 | Nov 02, 2026 |
| Sherman Asset Management, Inc. | History | No change | 7,166 | 340 | 0.26% | 0.26% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,994 | 332 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GWN SECURITIES INC. | History | No change | 6,964 | 330 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,939 | 329 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,911 | 328 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fox Hill Wealth Management | History | No change | 6,899 | 327 | 0.13% | 0.13% | 77 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Oxinas Partners, LLC | History | No change | 6,716 | 318 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,644 | 315 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 6,922 | 302 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,860 | 299 | 0.01% | 0.01% | 81 | -23 | -0.33% | Q3 2026 | Nov 02, 2026 |
| MRA Advisory Group | History | No change | 6,709 | 293 | 0.11% | 0.12% | 82 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 6,698 | 292 | 0.04% | 0.05% | 83 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 6,620 | 289 | 0.01% | 0.02% | 84 | -1,895 | -22.25% | Q3 2026 | Oct 21, 2026 |
| Argent Trust Co | History | No change | 6,087 | 288 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | Added to | 6,440 | 281 | 0.03% | 0.02% | 86 | +2,000 | 45.05% | Q3 2026 | Oct 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,791 | 274 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Reduced | 6,256 | 273 | 0.0% | 0.0% | 88 | -566 | -8.3% | Q3 2026 | Oct 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 6,255 | 273 | 0.05% | 0.06% | 89 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MidFirst Bank | History | No change | 5,764 | 273 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,691 | 270 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,515 | 261 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,515 | 261 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,479 | 260 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,648 | 258 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 6,530 | 247 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Barry Investment Advisors, LLC | History | No change | 5,601 | 244 | 0.05% | 0.06% | 97 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,531 | 241 | 0.01% | 0.01% | 98 | +3 | 0.05% | Q3 2026 | Oct 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,495 | 240 | 0.01% | 0.01% | 99 | +331 | 6.41% | Q3 2026 | Oct 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,540 | 214 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | No change | 4,899 | 214 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,837 | 211 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Vise Technologies, Inc. | History | No change | 4,632 | 202 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 4,001 | 189 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,825 | 181 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 4,023 | 175 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 3,460 | 164 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,420 | 162 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 3,230 | 141 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,853 | 124 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,827 | 123 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 118 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,351 | 102 | 0.01% | 0.01% | 113 | +240 | 11.37% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 2,124 | 100 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,000 | 94 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glassman Wealth Services | History | No change | 2,000 | 94 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,960 | 93 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 1,814 | 86 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 1,864 | 72 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 1,500 | 71 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,444 | 68 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,259 | 55 | 0.0% | — | 122 | +1,259 | New | Q3 2026 | Oct 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,071 | 50 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,050 | 49 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 979 | 46 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 1,000 | 43 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EPG Wealth Management LLC | History | No change | 1,000 | 43 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kingdom Financial Group LLC. | History | No change | 913 | 39 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | No change | 806 | 38 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 814 | 35 | 0.0% | 0.01% | 130 | -1,190 | -59.38% | Q3 2026 | Oct 26, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 769 | 33 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 730 | 31 | 0.01% | — | 132 | +730 | New | Q3 2026 | Oct 26, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 650 | 28 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 600 | 28 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 575 | 27 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 612 | 26 | 0.01% | 0.02% | 136 | -1 | -0.16% | Q3 2026 | Oct 27, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 547 | 23 | 0.01% | 0.01% | 137 | +130 | 31.18% | Q3 2026 | Nov 04, 2026 |
| Allied Private Wealth LLC | History | No change | 500 | 21 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Founders Financial Alliance, LLC | History | No change | 320 | 15 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 335 | 14 | 0.0% | 0.0% | 140 | +85 | 34.0% | Q3 2026 | Oct 16, 2026 |
| Wiser Advisor Group LLC | History | No change | 312 | 14 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 317 | 13 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 273 | 11 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 211 | 10 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 167 | 7 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 145 | 6 | 0.0% | 0.01% | 146 | -1,628 | -91.82% | Q3 2026 | Oct 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 112 | 4 | 0.0% | — | 148 | +112 | New | Q3 2026 | Nov 04, 2026 |
| Triumph Capital Management | History | New | 100 | 4 | 0.0% | — | 149 | +100 | New | Q3 2026 | Oct 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 85 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFAM, LLC | History | New | 91 | 3 | 0.0% | — | 150 | +91 | New | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 68 | 2 | 0.0% | — | 153 | +68 | New | Q3 2026 | Oct 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 51 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 63 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.17% | — | -358,681 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CLG LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -68,756 | -100.0% | Q3 2026 | Oct 13, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15,222 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Provident Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,715 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,312 | -100.0% | Q3 2026 | Nov 04, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,153 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Aries Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -4,362 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,309 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,239 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -585 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -407 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2026 | Nov 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 29, 2026 |