WisdomTree Trust - WTV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,556,543 | 238,525 | 0.07% | 0.06% | 1 | +261,672 | 11.4% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,894,544 | 176,760 | 0.05% | 0.05% | 2 | +2,390 | 0.13% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,496,399 | 139,614 | 0.04% | 0.04% | 3 | +93,366 | 6.65% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 1,322,128 | 123,354 | 0.01% | 0.01% | 4 | +402,408 | 43.75% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,254,143 | 117,014 | 0.17% | 0.16% | 5 | +16,426 | 1.33% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,201,494 | 112,099 | 0.12% | 0.12% | 6 | +44,310 | 3.83% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 453,121 | 42,276 | 0.05% | 0.02% | 7 | +247,360 | 120.22% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 403,492 | 37,645 | 0.16% | 0.08% | 8 | +205,845 | 104.15% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 360,777 | 33,660 | 0.02% | 0.02% | 9 | +34,032 | 10.42% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 351,911 | 33,568 | 0.05% | 0.0% | 10 | +347,437 | 7765.69% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 332,109 | 30,985 | 0.03% | 0.03% | 11 | +26,265 | 8.59% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 312,199 | 28,413 | 0.08% | 0.09% | 12 | -530 | -0.17% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 241,479 | 22,529 | 0.0% | 0.0% | 13 | +215,794 | 840.16% | Q4 2025 | Feb 17, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 239,459 | 22,341 | 9.34% | — | 14 | +239,459 | New | Q4 2025 | Feb 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 236,493 | 22,064 | 2.35% | 2.27% | 15 | +6,983 | 3.04% | Q4 2025 | Feb 18, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 222,633 | 20,771 | 2.87% | 2.81% | 16 | -1,226 | -0.55% | Q4 2025 | Feb 04, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 222,510 | 20,760 | 12.05% | 11.93% | 17 | +1,227 | 0.55% | Q4 2025 | Feb 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 214,778 | 20,039 | 0.05% | 0.06% | 18 | -18,461 | -7.92% | Q4 2025 | Feb 05, 2026 |
| Systelligence, LLC | History | Added to | 205,082 | 19,134 | 3.64% | 3.22% | 19 | +18,643 | 10.0% | Q4 2025 | Jan 22, 2026 |
| Prism Advisors, Inc. | History | Reduced | 196,228 | 18,308 | 4.88% | 5.12% | 20 | -11,858 | -5.7% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 196,113 | 18,297 | 0.02% | 0.02% | 21 | +14,290 | 7.86% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 194,180 | 18,116 | 0.26% | 0.21% | 22 | +2,748 | 1.44% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 167,677 | 15,644 | 0.48% | 0.45% | 23 | +7,244 | 4.52% | Q4 2025 | Feb 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 150,451 | 14,100 | 0.46% | 0.47% | 24 | -866 | -0.57% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 149,628 | 13,960 | 1.38% | 1.23% | 25 | +14,278 | 10.55% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 142,320 | 13,278 | 0.63% | 0.54% | 26 | +5,253 | 3.83% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 139,687 | 13,032 | 0.05% | 0.04% | 27 | +5,658 | 4.22% | Q4 2025 | Feb 06, 2026 |
| 626 Financial, LLC | History | Added to | 135,538 | 12,645 | 5.44% | 4.52% | 28 | +22,324 | 19.72% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 130,629 | 12,460 | 1.94% | 0.0% | 29 | +130,256 | 34921.18% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 131,725 | 12,289 | 0.0% | 0.0% | 30 | -980 | -0.74% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 131,116 | 12,233 | 0.01% | 0.02% | 31 | -2,459 | -1.84% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 122,680 | 11,446 | 0.03% | 0.03% | 32 | +8,147 | 7.11% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 119,455 | 11,394 | 0.46% | 0.48% | 33 | -2,835 | -2.32% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 119,111 | 11,113 | 0.19% | 0.24% | 34 | -3,203 | -2.62% | Q4 2025 | Feb 19, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 118,814 | 11,085 | 0.05% | 0.05% | 35 | +11,065 | 10.27% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 113,936 | 10,630 | 0.05% | 0.04% | 36 | +21,726 | 23.56% | Q4 2025 | Feb 17, 2026 |
| Team Financial Group, LLC | History | Reduced | 102,622 | 9,574 | 4.34% | 4.36% | 37 | -756 | -0.73% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Added to | 93,276 | 8,702 | 0.05% | 0.05% | 38 | +4,777 | 5.4% | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 86,556 | 8,075 | 1.22% | 1.16% | 39 | +3,175 | 3.81% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 85,401 | 7,968 | 0.02% | 0.02% | 40 | +1,566 | 1.87% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 84,724 | 7,904 | 0.14% | 0.17% | 41 | -26 | -0.03% | Q4 2025 | Feb 06, 2026 |
| Retirement Management Systems Inc. | History | New | 83,651 | 7,804 | 2.0% | — | 42 | +83,651 | New | Q4 2025 | Feb 12, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 77,459 | 7,226 | 2.85% | 2.89% | 43 | -7,508 | -8.84% | Q4 2025 | Feb 20, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 71,010 | 6,625 | 2.98% | 3.11% | 44 | -1,930 | -2.65% | Q4 2025 | Feb 02, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 68,666 | 6,406 | 2.11% | 1.97% | 45 | +5,983 | 9.54% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 65,212 | 6,084 | 0.11% | 0.12% | 46 | -3,631 | -5.27% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 63,729 | 5,945 | 0.04% | 0.03% | 47 | +19,743 | 44.88% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 59,668 | 5,567 | 0.04% | 0.05% | 48 | -5,521 | -8.47% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 54,910 | 5,123 | 0.22% | 0.21% | 49 | +3,092 | 5.97% | Q4 2025 | Feb 10, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 54,798 | 5,112 | 1.97% | 1.59% | 50 | -1,267 | -2.26% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 54,785 | 5,111 | 0.06% | 0.09% | 51 | -2,004 | -3.53% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 52,284 | 4,878 | 0.01% | 0.01% | 52 | +1,446 | 2.84% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 52,060 | 4,857 | 0.03% | 0.02% | 53 | +4,407 | 9.25% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 50,906 | 4,785 | 0.18% | 0.28% | 54 | +1,065 | 2.14% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 49,096 | 4,580 | 0.11% | 0.11% | 55 | +125 | 0.26% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 46,431 | 4,332 | 0.02% | 0.0% | 56 | +37,959 | 448.05% | Q4 2025 | Feb 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 45,523 | 4,247 | 0.58% | — | 57 | +45,523 | New | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 40,654 | 3,793 | 0.04% | 0.04% | 58 | +3,285 | 8.79% | Q4 2025 | Jan 20, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 38,556 | 3,597 | 2.64% | 2.5% | 59 | +2,440 | 6.76% | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 37,994 | 3,544 | 1.53% | 2.44% | 60 | -17,360 | -31.36% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 36,898 | 3,442 | 0.02% | 0.02% | 61 | -2,105 | -5.4% | Q4 2025 | Feb 03, 2026 |
| Bowman & Co S.C. | History | Added to | 36,054 | 3,363 | 1.42% | 1.38% | 62 | +178 | 0.5% | Q4 2025 | Jan 23, 2026 |
| Nilsine Partners, LLC | History | Added to | 35,951 | 3,354 | 0.29% | 0.28% | 63 | +1,707 | 4.98% | Q4 2025 | Jan 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 35,591 | 3,320 | 0.25% | 0.24% | 64 | +1,762 | 5.21% | Q4 2025 | Jan 29, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 31,167 | 2,907 | 1.77% | 1.67% | 65 | +3,031 | 10.77% | Q4 2025 | Jan 16, 2026 |
| Vericrest Private Wealth | History | New | 30,860 | 2,879 | 2.56% | — | 66 | +30,860 | New | Q4 2025 | Mar 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,493 | 2,844 | 0.0% | 0.0% | 67 | +10,627 | 53.49% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 30,453 | 2,841 | 0.07% | 0.07% | 68 | +1,668 | 5.79% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 29,703 | 2,771 | 0.0% | — | 69 | +29,703 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 29,455 | 2,748 | 0.18% | 0.22% | 70 | -5,122 | -14.81% | Q4 2025 | Feb 20, 2026 |
| Cooper Financial Group | History | Reduced | 29,176 | 2,722 | 0.29% | 0.31% | 71 | -1,378 | -4.51% | Q4 2025 | Jan 08, 2026 |
| Santori & Peters, Inc. | History | Added to | 29,047 | 2,710 | 0.92% | 0.94% | 72 | +247 | 0.86% | Q4 2025 | Jan 15, 2026 |
| CERTUITY, LLC | History | Added to | 27,799 | 2,593 | 0.16% | 0.01% | 73 | +25,579 | 1152.21% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,794 | 2,499 | 0.06% | 0.04% | 74 | +4,381 | 19.55% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,445 | 2,280 | 0.11% | 0.1% | 75 | +4,030 | 19.74% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,974 | 2,236 | 0.0% | 0.0% | 76 | +19,019 | 383.83% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 23,666 | 2,208 | 0.28% | 0.14% | 77 | +11,870 | 100.63% | Q4 2025 | Jan 26, 2026 |
| Advisor Resource Council | History | New | 21,656 | 2,102 | 0.75% | — | 78 | +21,656 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 20,769 | 1,937 | 0.07% | 0.01% | 79 | +19,104 | 1147.39% | Q4 2025 | Feb 04, 2026 |
| BFI Wealth Solutions, LLC | History | New | 19,717 | 1,839 | 1.75% | — | 80 | +19,717 | New | Q4 2025 | Feb 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,783 | 1,752 | 0.04% | 0.04% | 81 | +992 | 5.58% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 18,544 | 1,730 | 0.1% | 0.08% | 82 | +6,416 | 52.9% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 18,443 | 1,720 | 0.06% | 0.08% | 83 | +445 | 2.47% | Q4 2025 | Feb 09, 2026 |
| Valued Retirements, Inc. | History | Added to | 17,333 | 1,617 | 1.58% | 1.44% | 84 | +2,548 | 17.23% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Added to | 16,876 | 1,574 | 0.04% | 0.04% | 85 | +1,494 | 9.71% | Q4 2025 | Jan 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,393 | 1,529 | 0.09% | 0.07% | 86 | +3,150 | 23.79% | Q4 2025 | Feb 10, 2026 |
| Alchemi Wealth, LLC | History | New | 16,113 | 1,503 | 0.82% | — | 87 | +16,113 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,749 | 1,469 | 0.04% | 0.02% | 88 | +5,282 | 50.46% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 15,292 | 1,426 | 0.03% | 0.04% | 89 | +445 | 3.0% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,772 | 1,378 | 0.04% | 0.07% | 90 | +2,746 | 22.83% | Q4 2025 | Feb 10, 2026 |
| WealthPoint Financial, LLC | History | New | 14,118 | 1,317 | 1.15% | — | 91 | +14,118 | New | Q4 2025 | Feb 19, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,815 | 1,288 | 0.02% | 0.01% | 92 | -1,665 | -10.76% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 13,805 | 1,287 | 0.02% | 0.03% | 93 | +431 | 3.22% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,673 | 1,275 | 0.02% | 0.03% | 94 | -1,464 | -9.67% | Q4 2025 | Feb 13, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 13,405 | 1,250 | 0.62% | 0.59% | 95 | +45 | 0.34% | Q4 2025 | Feb 12, 2026 |
| UPTICK PARTNERS, LLC | History | New | 13,270 | 1,238 | 0.26% | — | 96 | +13,270 | New | Q4 2025 | Feb 02, 2026 |
| Powers Advisory Group, LLC | History | New | 12,819 | 1,195 | 0.45% | — | 97 | +12,819 | New | Q4 2025 | Jan 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,793 | 1,193 | 0.02% | 0.01% | 98 | +2,288 | 21.78% | Q4 2025 | Feb 17, 2026 |
| Etesian Wealth Advisors, Inc. | History | New | 12,762 | 1,190 | 0.37% | — | 99 | +12,762 | New | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 12,464 | 1,162 | 0.35% | 0.25% | 100 | +3,768 | 43.33% | Q4 2025 | Jan 30, 2026 |
| MATAURO, LLC | History | Added to | 11,544 | 1,077 | 0.16% | 0.16% | 101 | +409 | 3.67% | Q4 2025 | Jan 16, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 10,663 | 994 | 0.28% | 0.28% | 102 | +241 | 2.31% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 10,576 | 986 | 0.06% | 0.07% | 103 | -644 | -5.74% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,408 | 971 | 0.03% | 0.02% | 104 | +3,601 | 52.9% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 10,010 | 933 | 0.02% | 0.01% | 105 | +2,766 | 38.18% | Q4 2025 | Mar 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 9,703 | 905 | 0.61% | — | 106 | +9,703 | New | Q4 2025 | Feb 12, 2026 |
| Avant Capital LLC | History | Added to | 9,565 | 892 | 0.61% | 0.46% | 107 | +2,366 | 32.87% | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | No change | 9,510 | 887 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atlas Brown,Inc. | History | New | 9,399 | 876 | 0.26% | — | 109 | +9,399 | New | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | New | 8,642 | 806 | 0.0% | — | 110 | +8,642 | New | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 8,219 | 766 | 0.04% | 0.03% | 111 | +3,356 | 69.01% | Q4 2025 | Jan 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 8,116 | 762 | 0.02% | — | 112 | +8,116 | New | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisory Group | History | Added to | 8,173 | 762 | 0.59% | 0.45% | 113 | +1,884 | 29.96% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 8,110 | 756 | 0.02% | 0.01% | 114 | +2,300 | 39.59% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Added to | 8,002 | 746 | 0.01% | 0.01% | 115 | +3,065 | 62.08% | Q4 2025 | Feb 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 7,606 | 709 | 0.22% | 0.22% | 116 | +91 | 1.21% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,434 | 693 | 0.01% | 0.01% | 117 | +37 | 0.5% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 6,831 | 657 | 0.02% | 0.01% | 118 | +1,984 | 40.93% | Q4 2025 | Jan 23, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,712 | 626 | 0.11% | 0.11% | 119 | +2,978 | 79.75% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,361 | 593 | 0.01% | 0.01% | 120 | +1,093 | 20.75% | Q4 2025 | Feb 12, 2026 |
| Osprey Private Wealth LLC | History | New | 6,198 | 578 | 0.17% | — | 121 | +6,198 | New | Q4 2025 | Feb 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 6,015 | 561 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | New | 5,998 | 559 | 0.09% | — | 123 | +5,998 | New | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,787 | 539 | 0.0% | 0.0% | 124 | -14,165 | -71.0% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | Added to | 5,788 | 539 | 0.04% | 0.04% | 125 | +2 | 0.03% | Q4 2025 | Feb 04, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 5,501 | 513 | 0.12% | 0.11% | 126 | +209 | 3.95% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 5,404 | 507 | 0.03% | — | 127 | +5,404 | New | Q4 2025 | Jan 15, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 5,050 | 471 | 0.14% | 0.14% | 128 | +150 | 3.06% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,037 | 469 | 0.01% | 0.01% | 129 | -30 | -0.59% | Q4 2025 | Feb 02, 2026 |
| Wharton Business Group, LLC | History | No change | 4,885 | 455 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,846 | 452 | 0.05% | — | 131 | +4,846 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 4,739 | 442 | 0.01% | 0.01% | 132 | -5,986 | -55.81% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,621 | 431 | 0.02% | 0.02% | 133 | +257 | 5.89% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 4,596 | 428 | 0.02% | 0.02% | 134 | -9 | -0.2% | Q4 2025 | Mar 04, 2026 |
| Rubicon Advisors, GP | History | New | 4,546 | 424 | 0.39% | — | 135 | +4,546 | New | Q4 2025 | Mar 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,504 | 420 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bison Wealth, LLC | History | New | 4,399 | 411 | 0.05% | — | 137 | +4,399 | New | Q4 2025 | Mar 24, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 3,856 | 381 | 0.09% | — | 138 | +3,856 | New | Q4 2025 | Feb 24, 2026 |
| REAP Financial Group, LLC | History | Reduced | 4,060 | 378 | 0.08% | 0.08% | 139 | -88 | -2.12% | Q4 2025 | Feb 10, 2026 |
| Verus Financial Partners, Inc. | History | No change | 3,918 | 376 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,028 | 375 | 0.02% | 0.01% | 141 | +1,725 | 74.9% | Q4 2025 | Feb 10, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,958 | 369 | 0.27% | 0.21% | 142 | +899 | 29.39% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,774 | 352 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,683 | 343 | 0.0% | 0.0% | 144 | +2,332 | 172.61% | Q4 2025 | Mar 16, 2026 |
| Quartz Partners, LLC | History | Reduced | 3,614 | 337 | 0.13% | 0.12% | 145 | -18 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 3,476 | 324 | 0.22% | 0.21% | 146 | +185 | 5.62% | Q4 2025 | Jan 14, 2026 |
| Trademark Financial Management, LLC | History | Added to | 3,451 | 321 | 0.18% | 0.18% | 147 | +126 | 3.79% | Q4 2025 | Jan 28, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,306 | 308 | 0.06% | 0.06% | 148 | +317 | 10.61% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 3,287 | 306 | 0.0% | — | 149 | +3,287 | New | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,281 | 306 | 0.02% | 0.02% | 150 | +4 | 0.12% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 3,146 | 294 | 0.0% | — | 151 | +3,146 | New | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,033 | 283 | 0.01% | 0.01% | 152 | -603 | -16.58% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 2,939 | 274 | 0.0% | 0.0% | 153 | -357 | -10.83% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,926 | 273 | 0.0% | — | 154 | +2,926 | New | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 2,905 | 271 | 0.01% | — | 155 | +2,905 | New | Q4 2025 | Jan 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,852 | 266 | 0.0% | — | 156 | +2,852 | New | Q4 2025 | Feb 18, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 2,842 | 265 | 0.18% | 0.19% | 157 | +43 | 1.54% | Q4 2025 | Jan 23, 2026 |
| Farrell Financial LLC | History | Added to | 2,819 | 263 | 0.16% | 0.15% | 158 | +146 | 5.46% | Q4 2025 | Jan 12, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,775 | 258 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 2,734 | 255 | 0.0% | 0.0% | 160 | +145 | 5.6% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,682 | 250 | 0.01% | 0.01% | 161 | -442 | -14.15% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,641 | 246 | 0.0% | — | 162 | +2,641 | New | Q4 2025 | Jan 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,630 | 245 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | No change | 2,570 | 239 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 2,561 | 238 | 0.15% | — | 165 | +2,561 | New | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,516 | 235 | 0.0% | 0.0% | 166 | +84 | 3.45% | Q4 2025 | Jan 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,520 | 235 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,317 | 216 | 0.0% | 0.0% | 168 | -458 | -16.5% | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 2,244 | 209 | 0.06% | 0.07% | 170 | -386 | -14.68% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 2,239 | 209 | 0.01% | 0.01% | 169 | -107 | -4.56% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | New | 2,054 | 206 | 0.06% | — | 171 | +2,054 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,182 | 203 | 0.0% | — | 172 | +2,182 | New | Q4 2025 | Feb 17, 2026 |
| ADG Wealth Management Group, LLC | History | New | 2,164 | 201 | 0.15% | — | 173 | +2,164 | New | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,770 | 165 | 0.01% | 0.02% | 174 | -964 | -35.26% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,218 | 113 | 0.0% | 0.02% | 175 | -46,105 | -97.43% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 1,017 | 94 | 0.05% | — | 176 | +1,017 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 978 | 91 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 850 | 79 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 805 | 75 | 0.0% | 0.0% | 179 | +241 | 42.73% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 813 | 75 | 0.0% | 0.0% | 180 | +28 | 3.57% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 600 | 55 | 0.0% | 0.0% | 181 | +400 | 200.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 583 | 54 | 0.0% | — | 182 | +583 | New | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | New | 504 | 47 | 0.0% | — | 183 | +504 | New | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Added to | 409 | 38 | 0.0% | 0.0% | 184 | +34 | 9.07% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 347 | 32 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 252 | 23 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | New | 229 | 21 | 0.0% | — | 187 | +229 | New | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 173 | 16 | 0.01% | 0.0% | 188 | +147 | 565.38% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 180 | 16 | 0.01% | 0.0% | 189 | +108 | 150.0% | Q4 2025 | Feb 18, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 164 | 15 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | New | 150 | 13 | 0.0% | — | 191 | +150 | New | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Added to | 131 | 12 | 0.01% | 0.01% | 192 | +7 | 5.65% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | No change | 138 | 12 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sound Income Strategies, LLC | History | New | 111 | 10 | 0.0% | — | 194 | +111 | New | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | No change | 81 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| NBT BANK N A /NY | History | New | 93 | 6 | 0.0% | — | 196 | +93 | New | Q4 2025 | Jan 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 70 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 50 | 4 | 0.0% | — | 198 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -25,924 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -18,829 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -14,554 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -4,654 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -3,386 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,906 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -870 | -100.0% | Q3 2025 | Nov 13, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |