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 | Added to | 3,536,335 | 334,997 | 0.09% | 0.07% | 1 | +979,792 | 38.32% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,986,281 | 188,160 | 0.05% | 0.05% | 2 | +91,737 | 4.84% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,746,280 | 165,425 | 0.05% | 0.04% | 3 | +249,881 | 16.7% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,614,340 | 152,926 | 0.01% | 0.01% | 4 | +292,212 | 22.1% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,424,059 | 134,739 | 0.2% | 0.17% | 5 | +169,916 | 13.55% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,242,810 | 117,731 | 0.12% | 0.12% | 6 | +41,316 | 3.44% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 525,408 | 49,771 | 0.05% | 0.05% | 7 | +72,287 | 15.95% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 424,918 | 40,252 | 0.15% | 0.16% | 8 | +21,426 | 5.31% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 352,839 | 33,424 | 0.03% | 0.03% | 9 | +20,730 | 6.24% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 315,673 | 29,903 | 0.0% | 0.0% | 10 | +74,194 | 30.72% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 308,847 | 29,257 | 0.02% | 0.02% | 11 | -51,930 | -14.39% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 284,102 | 26,913 | 0.08% | 0.08% | 12 | -28,097 | -9.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 282,605 | 26,771 | 0.03% | 0.01% | 13 | +151,489 | 115.54% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 260,832 | 24,708 | 0.27% | — | 14 | +260,832 | New | Q1 2026 | May 12, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 254,257 | 24,085 | 9.76% | 9.34% | 15 | +14,798 | 6.18% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 237,958 | 22,515 | 0.05% | 0.05% | 16 | -113,953 | -32.38% | Q1 2026 | Apr 08, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 221,408 | 21,914 | 12.05% | 12.05% | 17 | -1,102 | -0.5% | Q1 2026 | May 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 225,627 | 21,373 | 2.99% | 2.87% | 18 | +2,994 | 1.34% | Q1 2026 | Apr 30, 2026 |
| Systelligence, LLC | History | Added to | 221,641 | 20,996 | 4.08% | 3.64% | 19 | +16,559 | 8.07% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 220,375 | 20,876 | 0.05% | 0.05% | 20 | +5,597 | 2.61% | Q1 2026 | Apr 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 204,293 | 19,352 | 2.08% | 2.35% | 21 | -32,200 | -13.62% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 197,770 | 18,734 | 0.23% | 0.26% | 22 | +3,590 | 1.85% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 196,567 | 18,620 | 0.03% | 0.02% | 23 | +454 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | Reduced | 184,607 | 17,487 | 4.67% | 4.88% | 24 | -11,621 | -5.92% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 168,051 | 15,919 | 1.51% | 1.38% | 25 | +18,423 | 12.31% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 164,860 | 15,617 | 0.48% | 0.48% | 26 | -2,817 | -1.68% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 164,229 | 15,557 | 0.52% | 0.46% | 27 | +13,778 | 9.16% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 151,627 | 14,363 | 0.63% | 0.63% | 28 | +9,307 | 6.54% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 142,032 | 14,058 | 1.88% | 1.94% | 29 | +11,403 | 8.73% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 147,976 | 14,017 | 0.07% | 0.05% | 30 | +34,040 | 29.88% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,084 | 13,440 | 0.0% | 0.0% | 31 | +12,359 | 9.38% | Q1 2026 | May 13, 2026 |
| 626 Financial, LLC | History | Added to | 139,971 | 13,259 | 5.91% | 5.44% | 32 | +4,433 | 3.27% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 139,486 | 13,213 | 0.07% | 0.05% | 33 | -201 | -0.14% | Q1 2026 | Apr 29, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 119,177 | 11,792 | 0.45% | 0.46% | 34 | -278 | -0.23% | Q1 2026 | Apr 24, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 112,212 | 10,629 | 0.05% | 0.05% | 35 | -6,602 | -5.56% | Q1 2026 | May 14, 2026 |
| Team Financial Group, LLC | History | Added to | 103,213 | 9,777 | 4.44% | 4.34% | 36 | +591 | 0.58% | Q1 2026 | May 01, 2026 |
| CERTUITY, LLC | History | Added to | 92,290 | 8,742 | 0.57% | 0.16% | 37 | +64,491 | 231.99% | Q1 2026 | May 11, 2026 |
| Retirement Management Systems Inc. | History | Added to | 90,429 | 8,566 | 2.06% | 2.0% | 38 | +6,778 | 8.1% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 88,880 | 8,419 | 0.02% | 0.03% | 39 | -33,800 | -27.55% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 87,917 | 8,202 | 0.05% | 0.04% | 40 | +24,188 | 37.95% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 84,763 | 8,029 | 0.02% | 0.02% | 41 | -638 | -0.75% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 84,724 | 7,904 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 80,390 | 7,615 | 0.04% | 0.05% | 43 | -12,886 | -13.81% | Q1 2026 | May 13, 2026 |
| Ruggaard & Associates LLC | History | Added to | 80,071 | 7,585 | 3.01% | 2.85% | 44 | +2,612 | 3.37% | Q1 2026 | May 26, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 72,466 | 6,759 | 2.25% | 2.11% | 45 | +3,800 | 5.53% | Q1 2026 | Apr 27, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 68,577 | 6,496 | 3.42% | 2.98% | 46 | -2,433 | -3.43% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 65,123 | 6,169 | 0.14% | 0.11% | 47 | +16,027 | 32.64% | Q1 2026 | May 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 64,791 | 6,137 | 3.92% | — | 48 | +64,791 | New | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 62,519 | 5,922 | 0.0% | 0.0% | 49 | +32,816 | 110.48% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 59,501 | 5,563 | 0.0% | 0.0% | 50 | +35,527 | 148.19% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 57,220 | 5,403 | 0.09% | 0.11% | 51 | -7,992 | -12.26% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 54,724 | 5,183 | 0.04% | 0.04% | 52 | -4,944 | -8.29% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 53,506 | 5,068 | 0.01% | 0.01% | 53 | +1,222 | 2.34% | Q1 2026 | Apr 27, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 51,698 | 4,897 | 2.15% | 1.97% | 54 | -3,100 | -5.66% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 51,778 | 4,829 | 0.17% | 0.18% | 55 | +872 | 1.71% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 48,789 | 4,621 | 0.17% | 0.11% | 56 | +24,344 | 99.59% | Q1 2026 | May 19, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 45,563 | 4,316 | 0.02% | 0.03% | 57 | -6,497 | -12.48% | Q1 2026 | May 05, 2026 |
| Nilsine Partners, LLC | History | Added to | 43,947 | 4,308 | 0.34% | 0.29% | 58 | +7,996 | 22.24% | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 40,978 | 3,881 | 0.29% | 0.25% | 59 | +5,387 | 15.14% | Q1 2026 | Apr 14, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 40,162 | 3,804 | 2.74% | 2.64% | 60 | +1,606 | 4.17% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,471 | 3,716 | 0.17% | 0.02% | 61 | -37,960 | -81.76% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 38,194 | 3,618 | 1.68% | 1.53% | 62 | +200 | 0.53% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 36,953 | 3,500 | 0.02% | 0.02% | 63 | +55 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Bowman & Co S.C. | History | No change | 36,054 | 3,363 | 1.42% | 1.42% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vericrest Private Wealth | History | Added to | 35,283 | 3,342 | 3.0% | 2.56% | 65 | +4,423 | 14.33% | Q1 2026 | May 06, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 34,536 | 3,271 | 2.02% | 1.77% | 66 | +3,369 | 10.81% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 32,596 | 3,087 | 0.07% | 0.07% | 67 | +2,143 | 7.04% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 31,322 | 2,967 | 0.19% | 0.18% | 68 | +1,867 | 6.34% | Q1 2026 | May 15, 2026 |
| Santori & Peters, Inc. | History | Added to | 29,901 | 2,832 | 0.88% | 0.92% | 69 | +854 | 2.94% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,880 | 2,830 | 0.1% | 0.06% | 70 | +3,086 | 11.52% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 29,759 | 2,819 | 0.0% | 0.0% | 71 | -734 | -2.41% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 28,767 | 2,725 | 0.03% | 0.04% | 72 | -11,887 | -29.24% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Added to | 28,266 | 2,677 | 0.33% | 0.28% | 73 | +4,600 | 19.44% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Reduced | 28,151 | 2,666 | 0.27% | 0.29% | 74 | -1,025 | -3.51% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 26,415 | 2,502 | 0.4% | 0.58% | 75 | -19,108 | -41.97% | Q1 2026 | May 15, 2026 |
| Powers Advisory Group, LLC | History | Added to | 25,744 | 2,438 | 0.86% | 0.45% | 76 | +12,925 | 100.83% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,273 | 2,394 | 0.02% | 0.02% | 77 | +11,458 | 82.94% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 22,226 | 2,165 | 0.59% | 0.35% | 78 | +9,762 | 78.32% | Q1 2026 | Apr 17, 2026 |
| Advisor Resource Council | History | Added to | 22,108 | 2,094 | 0.68% | 0.75% | 79 | +452 | 2.09% | Q1 2026 | May 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 22,097 | 2,093 | 0.42% | 0.26% | 80 | +8,827 | 66.52% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,872 | 2,071 | 0.03% | 0.04% | 81 | +3,089 | 16.45% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 20,708 | 1,961 | 0.48% | — | 82 | +20,708 | New | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,480 | 1,940 | 0.03% | 0.02% | 83 | +6,807 | 49.78% | Q1 2026 | May 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 20,095 | 1,937 | 0.11% | 0.1% | 84 | +1,551 | 8.36% | Q1 2026 | Apr 17, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 20,173 | 1,908 | 1.83% | 1.75% | 85 | +456 | 2.31% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 18,868 | 1,787 | 0.11% | 0.09% | 86 | +2,475 | 15.1% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,806 | 1,781 | 0.02% | 0.02% | 87 | +6,013 | 47.0% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,647 | 1,766 | 0.04% | 0.04% | 88 | +2,898 | 18.4% | Q1 2026 | May 15, 2026 |
| Alchemi Wealth, LLC | History | Added to | 18,123 | 1,716 | 0.95% | 0.82% | 89 | +2,010 | 12.47% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 18,006 | 1,705 | 0.06% | 0.06% | 90 | -437 | -2.37% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 17,820 | 1,688 | 0.07% | 0.07% | 91 | -2,949 | -14.2% | Q1 2026 | May 12, 2026 |
| Valued Retirements, Inc. | History | Added to | 17,649 | 1,671 | 1.63% | 1.58% | 92 | +316 | 1.82% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,626 | 1,574 | 0.01% | 0.0% | 93 | +15,408 | 1265.02% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 16,403 | 1,553 | 0.04% | 0.04% | 94 | -473 | -2.8% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,114 | 1,431 | 0.03% | 0.03% | 95 | -178 | -1.16% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,869 | 1,408 | 0.04% | 0.04% | 96 | +97 | 0.66% | Q1 2026 | May 12, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 14,079 | 1,333 | 0.66% | 0.62% | 97 | +674 | 5.03% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 13,949 | 1,321 | 0.02% | 0.02% | 98 | +144 | 1.04% | Q1 2026 | Apr 17, 2026 |
| WealthPoint Financial, LLC | History | No change | 14,118 | 1,317 | 1.15% | 1.15% | 99 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 13,523 | 1,281 | 0.41% | 0.37% | 100 | +761 | 5.96% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,282 | 1,258 | 0.0% | — | 101 | +13,282 | New | Q1 2026 | May 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 12,536 | 1,187 | 0.82% | 0.15% | 102 | +9,975 | 389.5% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 12,145 | 1,150 | 0.01% | 0.0% | 103 | +3,503 | 40.53% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 12,060 | 1,142 | 0.7% | 0.61% | 104 | +2,357 | 24.29% | Q1 2026 | May 05, 2026 |
| Centerpoint Advisory Group | History | Added to | 11,708 | 1,109 | 0.83% | 0.59% | 105 | +3,535 | 43.25% | Q1 2026 | Apr 29, 2026 |
| MATAURO, LLC | History | Reduced | 11,517 | 1,090 | 0.16% | 0.16% | 106 | -27 | -0.23% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 11,258 | 1,066 | 0.01% | 0.01% | 107 | +3,256 | 40.69% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 11,164 | 1,057 | 0.27% | 0.28% | 108 | +501 | 4.7% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,925 | 1,035 | 0.03% | 0.03% | 109 | +517 | 4.97% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 10,702 | 1,013 | 0.0% | 0.0% | 110 | +4,915 | 84.93% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 10,595 | 1,003 | 0.01% | 0.06% | 111 | -44,190 | -80.66% | Q1 2026 | Apr 20, 2026 |
| Avant Capital LLC | History | Added to | 9,828 | 931 | 0.65% | 0.61% | 112 | +263 | 2.75% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,794 | 927 | 0.04% | 0.05% | 113 | +4,948 | 102.1% | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Added to | 9,596 | 909 | 0.27% | 0.26% | 114 | +197 | 2.1% | Q1 2026 | Apr 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 9,534 | 903 | 0.04% | 0.04% | 115 | +1,315 | 16.0% | Q1 2026 | Apr 15, 2026 |
| RVW Wealth, LLC | History | No change | 9,510 | 900 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 9,426 | 879 | 0.03% | 0.02% | 117 | +1,310 | 16.14% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,270 | 878 | 0.06% | 0.06% | 118 | -1,306 | -12.35% | Q1 2026 | Apr 15, 2026 |
| Zhang Financial LLC | History | New | 8,851 | 838 | 0.03% | — | 119 | +8,851 | New | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,825 | 836 | 0.01% | 0.0% | 120 | +5,899 | 201.61% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,290 | 785 | 0.01% | 0.01% | 121 | +5,257 | 173.33% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 7,646 | 724 | 0.01% | 0.02% | 122 | -2,364 | -23.62% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,584 | 718 | 0.0% | — | 123 | +7,584 | New | Q1 2026 | May 01, 2026 |
| Sonoma Allocations LLC | History | New | 7,497 | 711 | 0.25% | — | 124 | +7,497 | New | Q1 2026 | May 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,456 | 706 | 0.01% | 0.01% | 125 | +1,095 | 17.21% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,411 | 702 | 0.01% | 0.01% | 126 | -23 | -0.31% | Q1 2026 | Apr 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 7,242 | 686 | 0.2% | 0.22% | 127 | -364 | -4.79% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,632 | 628 | 0.05% | 0.0% | 128 | +6,032 | 1005.33% | Q1 2026 | May 05, 2026 |
| Osprey Private Wealth LLC | History | No change | 6,198 | 587 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,161 | 583 | 0.01% | 0.02% | 130 | -1,949 | -24.03% | Q1 2026 | Apr 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,143 | 581 | 0.11% | 0.06% | 131 | +2,837 | 85.81% | Q1 2026 | May 14, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 6,123 | 579 | 0.39% | — | 132 | +6,123 | New | Q1 2026 | May 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 6,015 | 570 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,906 | 559 | 0.04% | 0.03% | 134 | +502 | 9.29% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | Added to | 5,790 | 548 | 0.05% | 0.04% | 135 | +2 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,231 | 495 | 0.11% | 0.12% | 136 | -270 | -4.91% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 5,113 | 484 | 0.01% | 0.01% | 137 | +374 | 7.89% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 5,045 | 477 | 0.31% | 0.22% | 138 | +1,569 | 45.14% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,996 | 473 | 0.01% | 0.01% | 139 | -41 | -0.81% | Q1 2026 | May 01, 2026 |
| Wharton Business Group, LLC | History | No change | 4,885 | 462 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rubicon Advisors, GP | History | Added to | 4,711 | 446 | 0.39% | 0.39% | 141 | +165 | 3.63% | Q1 2026 | May 14, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 4,696 | 444 | 0.33% | 0.27% | 142 | +738 | 18.65% | Q1 2026 | Apr 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,499 | 441 | 0.09% | 0.09% | 143 | +643 | 16.68% | Q1 2026 | Apr 28, 2026 |
| XY Planning Network, Inc. | History | Reduced | 4,654 | 439 | 0.07% | 0.11% | 144 | -2,058 | -30.66% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,548 | 431 | 0.0% | 0.0% | 145 | +44 | 0.98% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,476 | 424 | 0.0% | 0.0% | 146 | +793 | 21.53% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 4,447 | 423 | 0.02% | 0.02% | 147 | -149 | -3.24% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,450 | 421 | 0.02% | 0.02% | 148 | +422 | 10.48% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,399 | 417 | 0.02% | 0.02% | 149 | -222 | -4.8% | Q1 2026 | May 18, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,194 | 415 | 0.04% | 0.05% | 150 | -205 | -4.66% | Q1 2026 | May 15, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 4,322 | 409 | 0.12% | 0.14% | 151 | -728 | -14.42% | Q1 2026 | May 06, 2026 |
| Verus Financial Partners, Inc. | History | No change | 3,918 | 381 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NWF Advisory Services Inc. | History | New | 3,829 | 362 | 0.04% | — | 153 | +3,829 | New | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,774 | 357 | 0.0% | — | 154 | +3,774 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,774 | 352 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farrell Financial LLC | History | Added to | 3,596 | 340 | 0.2% | 0.16% | 156 | +777 | 27.56% | Q1 2026 | Apr 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 3,487 | 330 | 0.07% | 0.08% | 157 | -573 | -14.11% | Q1 2026 | May 11, 2026 |
| Trademark Financial Management, LLC | History | Added to | 3,481 | 329 | 0.16% | 0.18% | 158 | +30 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Paragon Capital Management Ltd | History | New | 3,376 | 319 | 0.07% | — | 160 | +3,376 | New | Q1 2026 | Apr 15, 2026 |
| TFB Advisors LLC | History | Added to | 3,370 | 319 | 0.17% | 0.07% | 159 | +800 | 31.13% | Q1 2026 | Apr 20, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 3,282 | 310 | 0.05% | 0.09% | 161 | -2,716 | -45.28% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 3,281 | 310 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quartz Partners, LLC | History | Reduced | 3,248 | 307 | 0.12% | 0.13% | 163 | -366 | -10.13% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | New | 3,189 | 302 | 0.0% | — | 164 | +3,189 | New | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,182 | 301 | 0.01% | — | 165 | +3,182 | New | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | New | 3,139 | 297 | 0.0% | — | 166 | +3,139 | New | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 3,107 | 294 | 0.03% | — | 167 | +3,107 | New | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,084 | 292 | 0.0% | 0.0% | 168 | -62 | -1.97% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,043 | 288 | 0.01% | 0.01% | 169 | +138 | 4.75% | Q1 2026 | Apr 08, 2026 |
| Axis Wealth Partners, LLC | History | New | 2,944 | 278 | 0.15% | — | 170 | +2,944 | New | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 2,939 | 274 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | New | 2,869 | 271 | 0.0% | — | 172 | +2,869 | New | Q1 2026 | May 15, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 2,855 | 270 | 0.18% | 0.18% | 173 | +13 | 0.46% | Q1 2026 | Apr 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 2,817 | 266 | 0.09% | — | 174 | +2,817 | New | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,775 | 262 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 2,735 | 259 | 0.0% | 0.0% | 176 | +1 | 0.04% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,729 | 258 | 0.02% | 0.01% | 177 | +959 | 54.18% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,714 | 257 | 0.01% | — | 178 | +2,714 | New | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,630 | 249 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 2,612 | 247 | 0.07% | 0.06% | 180 | +368 | 16.4% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,541 | 241 | 0.0% | 0.0% | 181 | +25 | 0.99% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,541 | 240 | 0.0% | 0.0% | 182 | +224 | 9.67% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,525 | 239 | 0.01% | 0.01% | 183 | -157 | -5.85% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,520 | 238 | 0.01% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 2,426 | 229 | 0.16% | 0.15% | 185 | +262 | 12.11% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 2,375 | 224 | 0.01% | — | 186 | +2,375 | New | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,236 | 211 | 0.0% | 0.0% | 187 | +54 | 2.47% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,102 | 104 | 0.06% | 0.05% | 188 | +85 | 8.36% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 908 | 86 | 0.0% | 0.0% | 189 | +95 | 11.69% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Added to | 854 | 80 | 0.0% | 0.0% | 190 | +49 | 6.09% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 850 | 80 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 819 | 77 | 0.0% | 0.0% | 192 | -1,822 | -68.99% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | New | 683 | 64 | 0.0% | — | 193 | +683 | New | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 603 | 57 | 0.01% | 0.0% | 194 | +351 | 139.29% | Q1 2026 | May 05, 2026 |
| Your Advocates Ltd., LLP | History | New | 588 | 55 | 0.02% | — | 196 | +588 | New | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | No change | 583 | 55 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 504 | 47 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | New | 415 | 39 | 0.02% | — | 198 | +415 | New | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 359 | 34 | 0.0% | — | 199 | +358 | 35800.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 347 | 32 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 315 | 29 | 0.0% | 0.0% | 201 | -94 | -22.98% | Q1 2026 | Apr 22, 2026 |
| Covestor Ltd | History | Added to | 237 | 22 | 0.02% | 0.01% | 202 | +106 | 80.92% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 229 | 21 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 180 | 17 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 173 | 16 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 168 | 15 | 0.0% | — | 207 | +168 | New | Q1 2026 | May 08, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 164 | 15 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 144 | 13 | 0.0% | 0.0% | 208 | -834 | -85.28% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 111 | 10 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | New | 92 | 8 | 0.0% | — | 210 | +92 | New | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | New | 84 | 7 | 0.0% | — | 212 | +84 | New | Q1 2026 | Apr 10, 2026 |
| TD Capital Management LLC | History | Added to | 82 | 7 | 0.0% | 0.0% | 211 | +1 | 1.23% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Reduced | 67 | 6 | 0.0% | 0.0% | 213 | -26 | -27.96% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 70 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 52 | 5 | 0.0% | — | 215 | +52 | New | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 50 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | Reduced | 34 | 3 | 0.0% | 0.0% | 218 | -104 | -75.36% | Q1 2026 | Apr 02, 2026 |
| Larson Financial Group LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 22 | 2 | 0.0% | — | 219 | +22 | New | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -119,111 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 1.22% | — | -86,556 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -54,910 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,831 | -100.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,287 | -100.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -2,852 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,239 | -100.0% | Q1 2026 | May 20, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,054 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |