WisdomTree Trust - XSOE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,870,785 | 112,018 | 0.01% | 0.01% | 1 | +126,730 | 4.62% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,003,506 | 78,176 | 0.01% | 0.01% | 2 | +14,052 | 0.71% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,705,257 | 66,539 | 0.82% | 0.81% | 3 | +44,127 | 2.66% | Q4 2025 | Jan 26, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,408,892 | 54,974 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,368,401 | 53,395 | 0.01% | 0.01% | 5 | +82,936 | 6.45% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 1,361,544 | 53,127 | 0.01% | 0.02% | 6 | -199,971 | -12.81% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,238,416 | 48,323 | 0.01% | 0.01% | 7 | -58,702 | -4.53% | Q4 2025 | Feb 13, 2026 |
| ESL Trust Services, LLC | History | No change | 957,475 | 37,360 | 7.17% | 7.13% | 8 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 762,687 | 29,760 | 0.29% | 1.45% | 9 | -2,965,638 | -79.54% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 697,608 | 27,220 | 0.0% | 0.0% | 10 | -29,030 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 608,214 | 23,732 | 4.17% | 4.32% | 11 | +14,814 | 2.5% | Q4 2025 | Jan 21, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 577,406 | 22,530 | 0.26% | 0.59% | 12 | -603,736 | -51.11% | Q4 2025 | Feb 10, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 564,622 | 22,031 | 6.3% | 6.55% | 13 | -14,643 | -2.53% | Q4 2025 | Jan 29, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 538,868 | 21,026 | 0.69% | 0.71% | 14 | +31,372 | 6.18% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 522,833 | 20,407 | 0.03% | 0.04% | 15 | -309,345 | -37.17% | Q4 2025 | Feb 17, 2026 |
| Marathon Mission, Inc. | History | Added to | 469,895 | 18,335 | 10.61% | 10.5% | 16 | +6,033 | 1.3% | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 370,272 | 14,448 | 0.0% | 0.0% | 17 | +358,128 | 2949.01% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 366,609 | 14,305 | 0.02% | 0.02% | 18 | +16,340 | 4.66% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 361,264 | 14,096 | 1.18% | 1.24% | 19 | -32,978 | -8.36% | Q4 2025 | Feb 13, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 316,760 | 12,359 | 4.35% | 3.93% | 20 | -3,399 | -1.06% | Q4 2025 | Jan 30, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 306,566 | 11,962 | 1.4% | 1.4% | 21 | +4,963 | 1.65% | Q4 2025 | Jan 12, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 263,253 | 10,272 | 0.67% | 1.82% | 22 | -450,163 | -63.1% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 260,656 | 10,171 | 0.03% | 0.03% | 23 | -15,392 | -5.58% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 257,887 | 10,062 | 0.01% | 0.01% | 24 | -10,453 | -3.9% | Q4 2025 | Feb 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 250,836 | 9,787 | 4.88% | 4.93% | 25 | -9,762 | -3.75% | Q4 2025 | Jan 30, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 249,131 | 9,721 | 1.72% | 1.8% | 26 | -6,570 | -2.57% | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 240,888 | 9,399 | 0.94% | 1.23% | 27 | -68,382 | -22.11% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 229,850 | 8,958 | 0.0% | 0.0% | 28 | +11,238 | 5.14% | Q4 2025 | Feb 17, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 228,393 | 8,911 | 1.07% | 0.96% | 29 | -11,022 | -4.6% | Q4 2025 | Feb 04, 2026 |
| Goldstein Advisors, LLC | History | Added to | 228,049 | 8,898 | 1.01% | 1.04% | 30 | +1,675 | 0.74% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 214,504 | 8,369 | 0.17% | 0.18% | 31 | +6,405 | 3.08% | Q4 2025 | Feb 03, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 203,895 | 7,955 | 2.96% | 2.79% | 32 | +2,103 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 199,037 | 7,766 | 0.23% | — | 33 | +199,037 | New | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 187,586 | 7,320 | 0.01% | 0.01% | 34 | -2,521 | -1.33% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 185,261 | 7,228 | 0.0% | 0.0% | 35 | +16,717 | 9.92% | Q4 2025 | Feb 10, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 178,859 | 6,979 | 1.41% | 1.44% | 36 | -2,034 | -1.12% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Reduced | 175,970 | 6,866 | 0.01% | 0.01% | 37 | -6,210 | -3.41% | Q4 2025 | Feb 13, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 169,899 | 6,629 | 2.61% | 2.69% | 38 | -4,870 | -2.79% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Reduced | 164,207 | 6,407 | 0.07% | 0.08% | 39 | -13,587 | -7.64% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 160,519 | 6,263 | 0.07% | 0.07% | 40 | +6,256 | 4.06% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 158,370 | 6,179 | 0.05% | — | 41 | +158,370 | New | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 153,980 | 6,008 | 0.0% | — | 42 | +153,980 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 146,326 | 5,709 | 0.05% | 0.0% | 43 | +138,041 | 1666.16% | Q4 2025 | Jan 26, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 133,952 | 5,226 | 0.59% | 0.85% | 44 | -61,109 | -31.33% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 125,094 | 4,881 | 0.01% | 0.0% | 45 | +119,149 | 2004.19% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 119,994 | 4,682 | 0.0% | 0.0% | 46 | +92,915 | 343.13% | Q4 2025 | Feb 17, 2026 |
| Addison Capital Co | History | Added to | 117,312 | 4,577 | 1.14% | 0.83% | 47 | +43,096 | 58.07% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 117,180 | 4,572 | 0.03% | 0.03% | 48 | -649 | -0.55% | Q4 2025 | Jan 29, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 115,678 | 4,513 | 3.74% | 3.61% | 49 | +6,107 | 5.57% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 115,322 | 4,499 | 0.0% | 0.0% | 50 | -3,146 | -2.66% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 111,542 | 4,352 | 0.2% | 0.18% | 51 | +11,215 | 11.18% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 108,463 | 4,232 | 0.1% | 0.12% | 52 | -10,115 | -8.53% | Q4 2025 | Feb 06, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 105,025 | 4,098 | 5.05% | 2.71% | 53 | -2,666 | -2.48% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,916 | 3,976 | 0.02% | 0.02% | 54 | +1,460 | 1.45% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 99,719 | 3,891 | 0.0% | 0.0% | 55 | -39,743 | -28.5% | Q4 2025 | Feb 11, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 99,595 | 3,886 | 0.59% | 0.58% | 56 | -743 | -0.74% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 99,079 | 3,877 | 0.15% | 0.19% | 57 | +19,255 | 24.12% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 99,301 | 3,874 | 0.03% | 0.02% | 58 | +44,125 | 79.97% | Q4 2025 | Feb 17, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 89,902 | 3,507 | 1.59% | 1.21% | 59 | +21,710 | 31.84% | Q4 2025 | Feb 10, 2026 |
| SK Wealth Management, LLC | History | Reduced | 79,859 | 3,392 | 0.95% | 1.27% | 60 | -8,641 | -9.76% | Q4 2025 | Jan 30, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 82,466 | 3,217 | 0.42% | 0.44% | 61 | -6,997 | -7.82% | Q4 2025 | Jan 22, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 75,478 | 2,945 | 0.1% | 0.12% | 62 | -2,950 | -3.76% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 71,498 | 2,789 | 0.0% | 0.0% | 63 | -9,979 | -12.25% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 69,796 | 2,723 | 0.0% | 0.0% | 64 | +62,424 | 846.77% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 66,755 | 2,604 | 0.07% | 0.06% | 65 | +7,888 | 13.4% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Added to | 63,446 | 2,476 | 0.18% | 0.04% | 66 | +54,781 | 632.21% | Q4 2025 | Jan 21, 2026 |
| Encompass More Asset Management | History | Reduced | 61,635 | 2,404 | 0.44% | 0.45% | 67 | -642 | -1.03% | Q4 2025 | Feb 03, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 57,271 | 2,234 | 0.05% | — | 68 | +57,271 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 56,075 | 2,187 | 0.01% | 0.01% | 69 | +7,654 | 15.81% | Q4 2025 | Feb 10, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 55,796 | 2,168 | 0.99% | 1.01% | 70 | -520 | -0.92% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 50,423 | 1,967 | 0.02% | 0.03% | 71 | -3,336 | -6.21% | Q4 2025 | Jan 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 49,588 | 1,934 | 0.38% | 0.37% | 72 | +3,896 | 8.53% | Q4 2025 | Feb 04, 2026 |
| XML Financial, LLC | History | Added to | 49,419 | 1,928 | 0.16% | 0.15% | 73 | +1,568 | 3.28% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 49,000 | 1,911 | 0.26% | 0.26% | 74 | +332 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 47,241 | 1,843 | 1.04% | — | 76 | +47,241 | New | Q4 2025 | Feb 17, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 47,241 | 1,843 | 0.26% | 0.26% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 43,193 | 1,685 | 0.63% | 0.51% | 77 | +8,592 | 24.83% | Q4 2025 | Feb 04, 2026 |
| Montecito Bank & Trust | History | Added to | 42,745 | 1,667 | 0.27% | 0.25% | 78 | +401 | 0.95% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,671 | 1,587 | 0.01% | 0.01% | 79 | +325 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 40,048 | 1,562 | 0.18% | 0.18% | 80 | +702 | 1.78% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 40,000 | 1,560 | 0.0% | 0.0% | 81 | -2,885 | -6.73% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,080 | 1,486 | 0.0% | 0.0% | 82 | -223 | -0.58% | Q4 2025 | Feb 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 37,123 | 1,448 | 0.12% | 0.11% | 83 | +1,248 | 3.48% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | New | 36,663 | 1,430 | 0.01% | — | 84 | +36,663 | New | Q4 2025 | Feb 17, 2026 |
| Oxinas Partners, LLC | History | Added to | 36,533 | 1,425 | 0.69% | 0.73% | 85 | +793 | 2.22% | Q4 2025 | Jan 26, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 36,512 | 1,424 | 0.45% | 0.47% | 86 | -556 | -1.5% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | Added to | 35,154 | 1,371 | 0.01% | 0.01% | 87 | +1,600 | 4.77% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 35,156 | 1,371 | 0.46% | 0.47% | 88 | -820 | -2.28% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 33,126 | 1,292 | 0.03% | 0.04% | 89 | +39 | 0.12% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 32,685 | 1,275 | 0.08% | 0.08% | 90 | +165 | 0.51% | Q4 2025 | Jan 16, 2026 |
| Sherry Group, Inc. | History | New | 30,035 | 1,175 | 1.23% | — | 91 | +30,035 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 29,742 | 1,160 | 0.04% | 0.05% | 92 | -1,015 | -3.3% | Q4 2025 | Feb 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 29,483 | 1,150 | 0.09% | 0.14% | 93 | -18,381 | -38.4% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 29,180 | 1,138 | 0.09% | 0.09% | 94 | -1,444 | -4.72% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 28,583 | 1,115 | 0.0% | 0.0% | 95 | -275 | -0.95% | Q4 2025 | Mar 16, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 28,290 | 1,103 | 0.62% | 0.64% | 96 | -297 | -1.04% | Q4 2025 | Feb 10, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 28,160 | 1,098 | 0.49% | — | 97 | +28,160 | New | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 27,978 | 1,091 | 0.2% | 0.23% | 99 | -5,238 | -15.77% | Q4 2025 | Jan 27, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 27,972 | 1,091 | 0.41% | 0.38% | 98 | +2,300 | 8.96% | Q4 2025 | Jan 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 24,628 | 960 | 0.01% | 0.01% | 100 | -3,906 | -13.69% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 24,256 | 955 | 0.02% | 0.02% | 101 | -72 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,445 | 953 | 0.02% | 0.02% | 102 | -1,044 | -4.1% | Q4 2025 | Jan 16, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 23,680 | 924 | 0.24% | 0.24% | 103 | +417 | 1.79% | Q4 2025 | Feb 06, 2026 |
| SFI Advisors, LLC | History | Reduced | 23,391 | 912 | 0.58% | 0.58% | 104 | -746 | -3.09% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | New | 22,661 | 884 | 0.02% | — | 105 | +22,661 | New | Q4 2025 | Feb 18, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 21,775 | 849 | 0.06% | 0.08% | 106 | -3,164 | -12.69% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,745 | 848 | 0.0% | 0.0% | 107 | +5,953 | 37.7% | Q4 2025 | Feb 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 21,328 | 832 | 0.15% | 0.15% | 108 | +47 | 0.22% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,086 | 822 | 0.0% | 0.0% | 109 | +253 | 1.21% | Q4 2025 | Feb 06, 2026 |
| ETF Store, Inc. | History | Reduced | 21,068 | 822 | 0.84% | 0.85% | 110 | -194 | -0.91% | Q4 2025 | Jan 22, 2026 |
| Security Financial Services, INC. | History | Added to | 19,941 | 778 | 0.12% | 0.1% | 111 | +3,329 | 20.04% | Q4 2025 | Jan 27, 2026 |
| Arsenal Capital Advisors LLC | History | New | 19,835 | 773 | 0.55% | — | 112 | +19,835 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Financial Group LLC | History | Reduced | 17,550 | 729 | 0.09% | 0.09% | 113 | -405 | -2.26% | Q4 2025 | Feb 05, 2026 |
| REDW Wealth LLC | History | Reduced | 18,082 | 705 | 0.27% | 0.27% | 114 | -1,080 | -5.64% | Q4 2025 | Jan 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 17,929 | 699 | 0.04% | 0.05% | 115 | -2,776 | -13.41% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 17,751 | 692 | 0.02% | 0.02% | 116 | -4 | -0.02% | Q4 2025 | Jan 28, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 17,300 | 675 | 0.27% | 2.29% | 117 | -195,109 | -91.86% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 16,247 | 633 | 0.0% | 0.0% | 118 | +1,795 | 12.42% | Q4 2025 | Jan 29, 2026 |
| Mengis Capital Management, Inc. | History | No change | 16,245 | 633 | 0.11% | 0.12% | 119 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,027 | 627 | 0.0% | 0.0% | 120 | -9,556 | -37.35% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 15,786 | 615 | 0.01% | — | 121 | +15,786 | New | Q4 2025 | Feb 11, 2026 |
| Fermata Advisors, LLC | History | Added to | 15,689 | 612 | 0.15% | 0.15% | 122 | +223 | 1.44% | Q4 2025 | Jan 08, 2026 |
| Summit Financial, LLC | History | Reduced | 15,544 | 606 | 0.01% | 0.01% | 123 | -805 | -4.92% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,491 | 604 | 0.01% | 0.01% | 124 | +332 | 2.19% | Q4 2025 | Feb 09, 2026 |
| Avestar Capital, LLC | History | Reduced | 15,314 | 597 | 0.04% | 0.04% | 125 | -46 | -0.3% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 15,240 | 594 | 0.06% | 0.05% | 126 | +895 | 6.24% | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,139 | 590 | 0.02% | 0.01% | 127 | +1,509 | 11.07% | Q4 2025 | Jan 23, 2026 |
| Opulen Financial Group LLC | History | Reduced | 15,126 | 590 | 0.43% | 0.46% | 128 | -916 | -5.71% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 14,918 | 582 | 0.07% | 0.07% | 129 | -598 | -3.85% | Q4 2025 | Jan 13, 2026 |
| XY Planning Network, Inc. | History | New | 14,607 | 569 | 0.1% | — | 130 | +14,607 | New | Q4 2025 | Jan 26, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 13,860 | 566 | 0.29% | 0.28% | 131 | +584 | 4.4% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 14,479 | 564 | 0.01% | 0.01% | 132 | -2 | -0.01% | Q4 2025 | Feb 19, 2026 |
| CreativeOne Wealth, LLC | History | New | 14,120 | 550 | 0.01% | — | 133 | +14,120 | New | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 13,721 | 541 | 0.06% | — | 134 | +13,721 | New | Q4 2025 | Mar 24, 2026 |
| Keystone Financial Group | History | Added to | 13,745 | 536 | 0.04% | 0.04% | 135 | +986 | 7.73% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 13,623 | 531 | 0.01% | 0.01% | 136 | +183 | 1.36% | Q4 2025 | Feb 03, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 13,586 | 530 | 0.22% | 0.22% | 137 | -38 | -0.28% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 13,180 | 514 | 0.36% | 0.39% | 138 | -38 | -0.29% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 13,104 | 511 | 0.06% | 0.07% | 139 | -2,129 | -13.98% | Q4 2025 | Feb 03, 2026 |
| TopTier Wealth Management, LLC | History | New | 12,904 | 503 | 0.34% | — | 140 | +12,904 | New | Q4 2025 | Feb 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 11,828 | 461 | 0.1% | 0.11% | 141 | -1,170 | -9.0% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 11,761 | 458 | 0.13% | 0.1% | 142 | +388 | 3.41% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,018 | 429 | 0.0% | 0.0% | 143 | +15 | 0.14% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,905 | 425 | 0.01% | 0.02% | 144 | -11 | -0.1% | Q4 2025 | Jan 13, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 10,745 | 419 | 0.13% | 0.12% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 10,511 | 410 | 0.03% | 0.03% | 146 | -248 | -2.31% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | Reduced | 10,331 | 403 | 0.08% | 0.09% | 147 | -328 | -3.08% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,313 | 402 | 0.0% | 0.0% | 148 | +153 | 1.51% | Q4 2025 | Jan 30, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 10,073 | 393 | 0.16% | 0.24% | 149 | -3,428 | -25.39% | Q4 2025 | Feb 03, 2026 |
| Golden State Equity Partners | History | Reduced | 9,750 | 380 | 0.06% | 0.06% | 150 | -23 | -0.24% | Q4 2025 | Jan 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 9,390 | 366 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 8,684 | 338 | 0.0% | 0.0% | 152 | +1,266 | 17.07% | Q4 2025 | Jan 26, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 7,707 | 329 | 0.1% | 0.13% | 153 | -2,150 | -21.81% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,427 | 328 | 0.0% | 0.0% | 154 | -1,747 | -17.17% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,376 | 326 | 0.0% | 0.0% | 155 | +2,774 | 49.52% | Q4 2025 | Feb 10, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 8,331 | 325 | 0.04% | 0.06% | 156 | -5,434 | -39.48% | Q4 2025 | Jan 20, 2026 |
| Mason & Associates Inc | History | No change | 7,942 | 309 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 7,416 | 289 | 0.04% | 0.04% | 158 | +50 | 0.68% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,375 | 287 | 0.0% | 0.0% | 159 | -2,072 | -21.93% | Q4 2025 | Jan 21, 2026 |
| Detalus Advisors, LLC | History | Added to | 7,297 | 284 | 0.07% | 0.07% | 160 | +213 | 3.01% | Q4 2025 | Feb 03, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,301 | 284 | 0.01% | 0.01% | 161 | -46 | -0.63% | Q4 2025 | Feb 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,190 | 280 | 0.0% | 0.0% | 162 | +356 | 5.21% | Q4 2025 | Feb 10, 2026 |
| CROBAN | History | Reduced | 7,142 | 278 | 0.13% | 1.16% | 163 | -38,842 | -84.47% | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 7,075 | 276 | 0.04% | 0.05% | 164 | -158 | -2.18% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,738 | 275 | 0.0% | 0.0% | 165 | -679 | -8.07% | Q4 2025 | Mar 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,017 | 273 | 0.01% | 0.02% | 166 | -1,248 | -15.1% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,795 | 265 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,598 | 257 | 0.0% | 0.0% | 168 | -11,059 | -62.63% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 6,380 | 248 | 0.01% | 0.01% | 169 | -407 | -6.0% | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | Added to | 6,329 | 246 | 0.04% | 0.04% | 170 | +765 | 13.75% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,143 | 239 | 0.01% | 0.01% | 171 | -596 | -8.84% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,044 | 236 | 0.0% | 0.0% | 172 | -664 | -9.9% | Q4 2025 | Feb 11, 2026 |
| Refined Wealth Management | History | Added to | 6,048 | 235 | 0.16% | 0.15% | 173 | +9 | 0.15% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,702 | 232 | 0.0% | 0.0% | 174 | +6 | 0.11% | Q4 2025 | Jan 08, 2026 |
| VestGen Advisors, LLC | History | New | 5,793 | 226 | 0.01% | — | 175 | +5,793 | New | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,745 | 224 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KPP Advisory Services LLC | History | Added to | 5,665 | 221 | 0.03% | 0.03% | 177 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,597 | 218 | 0.0% | 0.0% | 178 | +1,256 | 28.93% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,556 | 216 | 0.03% | 0.04% | 179 | -1,776 | -24.22% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,482 | 214 | 0.01% | 0.01% | 180 | -437 | -7.38% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 5,508 | 214 | 0.11% | 0.1% | 181 | -216 | -3.77% | Q4 2025 | Feb 13, 2026 |
| Sunpointe, LLC | History | New | 5,462 | 213 | 0.07% | — | 182 | +5,462 | New | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,375 | 209 | 0.02% | 0.02% | 183 | +1 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,759 | 185 | 0.0% | 0.0% | 184 | +1,768 | 59.11% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,511 | 176 | 0.01% | 0.01% | 185 | -207 | -4.39% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Reduced | 4,414 | 172 | 0.0% | 0.0% | 186 | -69 | -1.54% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,427 | 172 | 0.02% | 0.01% | 187 | -31 | -0.7% | Q4 2025 | Jan 26, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4,290 | 167 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,215 | 164 | 0.0% | 0.0% | 189 | -452 | -9.69% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 3,186 | 124 | 0.0% | 0.0% | 190 | +107 | 3.48% | Q4 2025 | Jan 23, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 3,058 | 119 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 3,046 | 118 | 0.0% | — | 192 | +3,046 | New | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,001 | 78 | 0.0% | 0.0% | 194 | -6,199 | -75.6% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,001 | 78 | 0.0% | 0.0% | 193 | +595 | 42.32% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,656 | 64 | 0.0% | 0.0% | 195 | +3 | 0.18% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,341 | 52 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,232 | 48 | 0.0% | 0.0% | 197 | +7 | 0.57% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,199 | 46 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,076 | 41 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | New | 900 | 35 | 0.0% | — | 200 | +900 | New | Q4 2025 | Jan 20, 2026 |
| Darwin Wealth Management, LLC | History | New | 628 | 24 | 0.01% | — | 201 | +628 | New | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | New | 556 | 21 | 0.0% | — | 202 | +556 | New | Q4 2025 | Feb 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 492 | 19 | 0.01% | 0.0% | 203 | +2 | 0.41% | Q4 2025 | Jan 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 470 | 18 | 0.01% | 0.0% | 204 | +398 | 552.78% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 338 | 13 | 0.0% | — | 206 | +338 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 326 | 13 | 0.0% | 0.0% | 205 | -169 | -34.14% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Added to | 267 | 10 | 0.01% | 0.01% | 208 | +4 | 1.52% | Q4 2025 | Feb 06, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 267 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | New | 246 | 9 | 0.0% | — | 210 | +246 | New | Q4 2025 | Jan 16, 2026 |
| Concord Wealth Partners | History | No change | 253 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Noble Wealth Management PBC | History | No change | 218 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Camelot Portfolios, LLC | History | New | 194 | 7 | 0.0% | — | 212 | +194 | New | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 163 | 6 | 0.0% | — | 213 | +163 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 151 | 5 | 0.0% | 0.0% | 214 | -18 | -10.65% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 116 | 4 | 0.0% | — | 219 | +116 | New | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 127 | 4 | 0.0% | 0.0% | 217 | +1 | 0.79% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 127 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WPG Advisers, LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 99 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 81 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 68 | 2 | 0.0% | — | 224 | +68 | New | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | New | 53 | 2 | 0.0% | — | 225 | +53 | New | Q4 2025 | Mar 05, 2026 |
| NBT BANK N A /NY | History | New | 39 | 2 | 0.0% | — | 222 | +39 | New | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Closed out | 0 | 0 | — | 0.39% | — | -1,360,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -174,491 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,835 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,561 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,415 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,295 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -222 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SHP Wealth Management | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Mar 04, 2026 |
| Kingdom Financial Group LLC. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Luminist Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |