WisdomTree Trust - WTV
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 | 3,234,403 | 329,003 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,872,080 | 190,428 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,688,436 | 171,747 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,652,709 | 168,113 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,302,119 | 132,460 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,267,908 | 128,971 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 637,003 | 64,795 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 531,343 | 54,430 | 18.13% | 25.07% | 8 | -14,478 | -2.65% | Q3 2026 | Oct 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 516,715 | 52,560 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 398,169 | 40,501 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 385,150 | 39,177 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 355,650 | 36,176 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 355,607 | 36,172 | 0.17% | 0.17% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 346,145 | 35,209 | 12.15% | 12.15% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 266,800 | 27,139 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 248,743 | 25,983 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 223,678 | 24,192 | 12.57% | 12.57% | 17 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 226,780 | 23,068 | 2.81% | 2.81% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 222,023 | 22,584 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 211,755 | 21,539 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 200,115 | 20,355 | 1.69% | 1.69% | 21 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 188,315 | 19,155 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Venture Visionary Partners LLC | History | Added to | 177,066 | 18,138 | 0.47% | 0.49% | 23 | +3,981 | 2.3% | Q3 2026 | Oct 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 173,587 | 17,657 | 0.47% | 0.47% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 165,274 | 16,811 | 1.51% | 1.51% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prism Advisors, Inc. | History | Reduced | 160,605 | 16,746 | 4.2% | 4.57% | 26 | -24,314 | -13.15% | Q3 2026 | Oct 09, 2026 |
| Systelligence, LLC | History | No change | 160,487 | 16,324 | 2.73% | 2.73% | 27 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 160,028 | 16,277 | 0.62% | 0.62% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning Group LLC | History | No change | 146,722 | 15,396 | 1.94% | 1.94% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 626 Financial, LLC | History | No change | 148,026 | 15,057 | 5.86% | 5.86% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 138,725 | 14,195 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CERTUITY, LLC | History | No change | 123,471 | 12,559 | 0.62% | 0.62% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 116,832 | 11,884 | 0.43% | 0.43% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 116,832 | 11,884 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 115,504 | 11,749 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 112,212 | 11,414 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 108,467 | 11,065 | 1.12% | 1.12% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 107,161 | 10,900 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Team Financial Group, LLC | History | No change | 106,286 | 10,811 | 4.59% | 4.59% | 39 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 96,039 | 9,769 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 90,250 | 9,180 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AE Wealth Management LLC | History | No change | 84,700 | 8,615 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ruggaard & Associates LLC | History | No change | 82,878 | 8,430 | 3.02% | 3.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 80,812 | 8,269 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 76,942 | 7,826 | 0.26% | 0.26% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 73,926 | 7,519 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 71,378 | 7,260 | 3.08% | 3.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leslie Global Wealth, LLC | History | No change | 39,649 | 7,084 | 2.76% | 2.76% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 66,582 | 6,772 | 3.73% | 3.73% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 66,393 | 6,753 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 65,754 | 6,688 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 64,254 | 6,535 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 64,194 | 6,529 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 63,733 | 6,482 | 0.23% | 0.23% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 60,504 | 6,154 | 1.76% | 1.76% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | No change | 54,200 | 5,513 | 0.58% | 0.58% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 54,192 | 5,512 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 51,778 | 5,298 | 0.17% | 0.17% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 48,478 | 4,932 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 47,989 | 4,881 | 0.23% | 0.23% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 45,345 | 4,612 | 0.31% | 0.31% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PMG Wealth Management, Inc. | History | No change | 43,832 | 4,458 | 2.76% | 2.76% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nilsine Partners, LLC | History | No change | 43,817 | 4,457 | 0.31% | 0.31% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vericrest Private Wealth | History | No change | 43,350 | 4,409 | 3.92% | 3.92% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 37,966 | 3,861 | 1.52% | 1.52% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Capital Advisors, LLC | History | No change | 37,941 | 3,859 | 2.07% | 2.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 36,937 | 3,757 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 36,435 | 3,706 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 35,278 | 3,588 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 35,109 | 3,571 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Powers Advisory Group, LLC | History | No change | 33,843 | 3,442 | 1.08% | 1.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Santori & Peters, Inc. | History | No change | 30,321 | 3,084 | 0.87% | 0.87% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisor Resource Council | History | No change | 26,801 | 2,770 | 0.78% | 0.78% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 26,958 | 2,742 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 25,791 | 2,623 | 0.41% | 0.41% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 25,764 | 2,620 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cooper Financial Group | History | Added to | 24,160 | 2,474 | 0.2% | 0.19% | 77 | +1,455 | 6.41% | Q3 2026 | Oct 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 23,377 | 2,377 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22,187 | 2,256 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 21,901 | 2,227 | 0.66% | 0.66% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 22,226 | 2,165 | 0.59% | 0.59% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 20,587 | 2,094 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 20,426 | 2,077 | 1.54% | 1.54% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 20,391 | 2,074 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alchemi Wealth, LLC | History | No change | 19,781 | 2,012 | 0.94% | 0.94% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 19,579 | 1,991 | 0.26% | 0.26% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 19,388 | 1,972 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 19,112 | 1,944 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,636 | 1,895 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Retirements, Inc. | History | No change | 17,908 | 1,821 | 1.64% | 1.64% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 17,357 | 1,765 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,692 | 1,697 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | New | 16,256 | 1,665 | 0.32% | — | 93 | +16,256 | New | Q3 2026 | Oct 07, 2026 |
| UBS Group AG | History | No change | 16,150 | 1,642 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 16,047 | 1,632 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sigma Planning Corp | History | No change | 15,981 | 1,625 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisory Group | History | No change | 15,316 | 1,557 | 0.99% | 0.99% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthPoint Financial, LLC | History | No change | 15,270 | 1,553 | 1.13% | 1.13% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 15,188 | 1,544 | 0.46% | 0.46% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sonoma Allocations LLC | History | No change | 14,930 | 1,538 | 0.48% | 0.48% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MAI Capital Management | History | No change | 14,941 | 1,519 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 14,170 | 1,441 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 14,010 | 1,425 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,533 | 1,376 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 12,673 | 1,289 | 0.8% | 0.8% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 12,478 | 1,276 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 12,410 | 1,262 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | No change | 12,264 | 1,247 | 0.75% | 0.75% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 12,118 | 1,232 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,014 | 1,222 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 12,010 | 1,221 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 11,941 | 1,214 | 0.55% | 0.55% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 11,882 | 1,208 | 0.27% | 0.27% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATAURO, LLC | History | No change | 11,470 | 1,166 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Guilbault Capital LLC | History | No change | 11,263 | 1,145 | 1.15% | 1.15% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,501 | 1,075 | 0.28% | 0.26% | 116 | +836 | 8.65% | Q3 2026 | Oct 09, 2026 |
| Ballew Advisors, Inc | History | Added to | 10,203 | 1,052 | 0.52% | 0.4% | 117 | +2,656 | 35.19% | Q3 2026 | Oct 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,084 | 1,025 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Capital LLC | History | No change | 9,966 | 1,013 | 0.63% | 0.63% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 9,702 | 986 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RVW Wealth, LLC | History | No change | 9,510 | 974 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,477 | 964 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,382 | 954 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 9,305 | 946 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,298 | 945 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 9,023 | 917 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 8,812 | 896 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 8,227 | 836 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,125 | 826 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 7,978 | 811 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,425 | 755 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,192 | 731 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,904 | 702 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | No change | 7,090 | 683 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,433 | 654 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GWN SECURITIES INC. | History | No change | 6,227 | 633 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Osprey Private Wealth LLC | History | No change | 6,198 | 630 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 6,135 | 624 | 0.39% | 0.39% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 5,792 | 589 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 5,715 | 581 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,654 | 575 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 5,469 | 556 | 0.31% | 0.31% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Narus Financial Partners, LLC | History | No change | 5,277 | 536 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | No change | 4,961 | 504 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Atria Investments, Inc | History | No change | 4,918 | 500 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hopwood Nicholas Hunter | History | No change | 4,897 | 498 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 4,885 | 496 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,810 | 489 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 4,786 | 486 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,772 | 485 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,749 | 483 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WILLNER & HELLER, LLC | History | No change | 4,706 | 478 | 0.3% | 0.3% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 4,667 | 474 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,472 | 455 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,454 | 453 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,327 | 440 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 4,322 | 439 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Axis Wealth Partners, LLC | History | No change | 4,252 | 432 | 0.21% | 0.21% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,202 | 427 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NWF Advisory Services Inc. | History | No change | 3,973 | 404 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Verus Financial Partners, Inc. | History | No change | 3,918 | 398 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,774 | 383 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | No change | 3,692 | 381 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,675 | 373 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,675 | 373 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mutual Advisors, LLC | History | No change | 3,454 | 351 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farrell Financial LLC | History | No change | 3,450 | 350 | 0.19% | 0.19% | 167 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quartz Partners, LLC | History | No change | 3,387 | 344 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TFB Advisors LLC | History | No change | 3,370 | 342 | 0.15% | 0.15% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 3,289 | 339 | 0.1% | 0.08% | 170 | +488 | 17.42% | Q3 2026 | Oct 09, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 3,268 | 332 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,252 | 330 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 3,167 | 322 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Regal Investment Advisors LLC | History | No change | 3,148 | 320 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,143 | 319 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,107 | 316 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,038 | 309 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,978 | 302 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,919 | 296 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 2,856 | 290 | 0.17% | 0.17% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 2,834 | 288 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,828 | 287 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 2,774 | 282 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,775 | 282 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,724 | 277 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,719 | 276 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Alliance LLC | History | No change | 2,649 | 269 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,609 | 265 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,530 | 257 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zhang Financial LLC | History | No change | 2,528 | 257 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,480 | 252 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REAP Financial Group, LLC | History | No change | 2,446 | 248 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 2,433 | 247 | 0.11% | 0.11% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,419 | 246 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,169 | 220 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,100 | 213 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,360 | 138 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,291 | 131 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 1,094 | 111 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 915 | 93 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 877 | 89 | 0.0% | 0.0% | 201 | +27 | 3.18% | Q3 2026 | Oct 08, 2026 |
| Ancora Advisors LLC | History | No change | 850 | 86 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 800 | 81 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 676 | 68 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 648 | 65 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regatta Research & Money Management | History | No change | 648 | 65 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 638 | 64 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 583 | 59 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 562 | 57 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 504 | 51 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 465 | 47 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 434 | 44 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Torren Management, LLC | History | No change | 417 | 42 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 351 | 35 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 316 | 32 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 295 | 30 | 0.0% | 0.0% | 216 | +182 | 161.06% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 229 | 23 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 195 | 19 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 173 | 17 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Covestor Ltd | History | No change | 155 | 16 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 164 | 16 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 144 | 14 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Providence Capital Advisors, LLC | History | No change | 140 | 14 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 139 | 14 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 105 | 10 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 82 | 8 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | No change | 84 | 8 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 75 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 70 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NBT BANK, N.A. | History | No change | 67 | 6 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 50 | 5 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 30 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop National Bank | History | No change | 34 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Main Street Group, LTD | History | No change | 22 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |