WisdomTree Trust - XSOE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 2,953,394 | 145,247 | 0.01% | 0.01% | 1 | -32,365 | -1.08% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,777,872 | 87,435 | 0.01% | 0.01% | 2 | -74,170 | -4.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,614,270 | 79,389 | 0.02% | 0.01% | 3 | +404,156 | 33.4% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 1,511,642 | 74,342 | 0.79% | 0.78% | 4 | -129,224 | -7.88% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,408,892 | 69,289 | 0.14% | 0.13% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,393,826 | 68,548 | 0.01% | 0.01% | 6 | -39,011 | -2.72% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,048,200 | 51,550 | 0.01% | 0.01% | 7 | -210,144 | -16.7% | Q2 2026 | Aug 14, 2026 |
| ESL Trust Services, LLC | History | Added to | 958,864 | 47,156 | 8.04% | 7.34% | 8 | +72 | 0.01% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 652,209 | 32,075 | 0.0% | 0.0% | 9 | -24,227 | -3.58% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 592,603 | 29,144 | 1.03% | 0.72% | 10 | +161,435 | 37.44% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 586,910 | 28,864 | 0.24% | 0.23% | 11 | -12,530 | -2.09% | Q2 2026 | Aug 06, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 537,433 | 26,430 | 5.9% | 5.54% | 12 | -5,525 | -1.02% | Q2 2026 | Jul 22, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 525,395 | 25,838 | 0.8% | 0.74% | 13 | +32,729 | 6.64% | Q2 2026 | Aug 07, 2026 |
| Marathon Mission, Inc. | History | Added to | 511,198 | 25,140 | 12.55% | 11.86% | 14 | +3,042 | 0.6% | Q2 2026 | Jul 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 480,219 | 23,617 | 0.0% | 0.0% | 15 | +327,067 | 213.56% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 418,672 | 20,590 | 0.14% | 0.25% | 16 | -158,590 | -27.47% | Q2 2026 | Jul 20, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 372,715 | 18,330 | 1.83% | 1.52% | 17 | +35,882 | 10.65% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 313,863 | 15,444 | 0.02% | 0.03% | 18 | -112,932 | -26.46% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 294,864 | 14,501 | 0.01% | 0.01% | 19 | -24,634 | -7.71% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 283,853 | 13,959 | 0.01% | 0.01% | 20 | -1,364 | -0.48% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 265,023 | 13,033 | 1.1% | 1.13% | 21 | -64,754 | -19.64% | Q2 2026 | Aug 14, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 257,460 | 12,661 | 3.91% | 4.42% | 22 | -58,999 | -18.64% | Q2 2026 | Jul 22, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 249,481 | 12,269 | 4.39% | 3.97% | 23 | -61 | -0.02% | Q2 2026 | Jul 30, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 243,709 | 11,985 | 5.41% | 4.78% | 24 | -1,541 | -0.63% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 241,520 | 11,877 | 0.2% | 0.17% | 25 | +27,197 | 12.69% | Q2 2026 | Jul 31, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 233,875 | 11,501 | 1.42% | 1.26% | 26 | +5,199 | 2.27% | Q2 2026 | Aug 13, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 226,328 | 11,130 | 1.02% | 1.03% | 27 | -4,012 | -1.74% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 224,459 | 11,037 | 0.0% | 0.0% | 28 | -4,690 | -2.05% | Q2 2026 | Aug 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 221,964 | 10,916 | 1.72% | 1.71% | 29 | -23,480 | -9.57% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Added to | 220,764 | 10,857 | 0.07% | 0.23% | 30 | +14,308 | 6.93% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 256,848 | 10,299 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 194,788 | 9,579 | 1.42% | 4.21% | 32 | -424,287 | -68.54% | Q2 2026 | Aug 13, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 183,570 | 9,028 | 1.68% | 1.47% | 33 | -2,930 | -1.57% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 178,086 | 8,758 | 0.76% | 0.81% | 34 | -27,095 | -13.21% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 176,341 | 8,672 | 0.06% | 0.05% | 35 | +6,379 | 3.75% | Q2 2026 | Aug 14, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 164,755 | 8,102 | 3.0% | 2.73% | 36 | -3,983 | -2.36% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 162,840 | 8,008 | 0.08% | 0.07% | 37 | +2,042 | 1.27% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Reduced | 157,261 | 7,734 | 0.01% | 0.01% | 38 | -5,786 | -3.55% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 141,540 | 6,960 | 0.0% | — | 39 | +141,540 | New | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | Added to | 139,500 | 6,860 | 1.0% | 0.89% | 40 | +7,178 | 5.42% | Q2 2026 | Jul 14, 2026 |
| Addison Capital Co | History | Added to | 136,849 | 6,730 | 1.1% | 0.94% | 41 | +4,962 | 3.76% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | Reduced | 134,574 | 6,618 | 0.01% | 0.01% | 42 | -42,344 | -23.93% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 127,200 | 6,255 | 0.11% | 0.11% | 43 | -2,106 | -1.63% | Q2 2026 | Jul 20, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 120,549 | 5,928 | 4.18% | 3.81% | 44 | +1,889 | 1.59% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 114,908 | 5,651 | 0.03% | 0.03% | 45 | -291 | -0.25% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 110,258 | 5,422 | 0.0% | 0.0% | 46 | -3,248 | -2.86% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Reduced | 110,106 | 5,415 | 0.05% | 0.07% | 47 | -52,007 | -32.08% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 108,936 | 5,266 | 0.0% | 0.0% | 48 | +24,099 | 28.41% | Q2 2026 | Aug 12, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 104,763 | 5,152 | 0.21% | 0.69% | 49 | -158,490 | -60.2% | Q2 2026 | Aug 05, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 102,226 | 5,027 | 2.52% | 2.08% | 50 | +6,509 | 6.8% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 101,006 | 4,967 | 0.03% | 0.03% | 51 | -1,206 | -1.18% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 98,011 | 4,737 | 0.15% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,312 | 4,490 | 0.0% | 0.0% | 53 | +16,982 | 22.85% | Q2 2026 | Aug 14, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 90,817 | 4,466 | 5.17% | 4.93% | 54 | -8,857 | -8.89% | Q2 2026 | Aug 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 88,858 | 4,370 | 0.45% | 0.57% | 55 | -39,216 | -30.62% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 81,166 | 3,991 | 0.0% | 0.0% | 56 | +8,556 | 11.78% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 79,500 | 3,909 | 0.0% | 0.01% | 57 | -41,681 | -34.4% | Q2 2026 | Aug 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 79,063 | 3,888 | 0.45% | 0.36% | 58 | +9,254 | 13.26% | Q2 2026 | Jul 21, 2026 |
| SK Wealth Management, LLC | History | Reduced | 77,358 | 3,590 | 0.81% | 0.88% | 59 | -1,699 | -2.15% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | Added to | 70,543 | 3,469 | 0.01% | 0.01% | 60 | +649 | 0.93% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 66,955 | 3,292 | 0.02% | 0.04% | 61 | -69,894 | -51.07% | Q2 2026 | Jul 20, 2026 |
| Leo Wealth, LLC | History | No change | 80,130 | 3,213 | 0.23% | 0.23% | 62 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 55,515 | 2,713 | 1.06% | 1.01% | 63 | -16 | -0.03% | Q2 2026 | Jul 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 65,882 | 2,641 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 53,032 | 2,608 | 0.46% | 0.47% | 65 | -2,086 | -3.78% | Q2 2026 | Jul 21, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 52,609 | 2,587 | 0.03% | 0.03% | 66 | -4,447 | -7.79% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | Added to | 50,522 | 2,484 | 0.18% | 0.16% | 67 | +1,347 | 2.74% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 49,618 | 2,440 | 0.01% | 0.02% | 68 | -55,969 | -53.01% | Q2 2026 | Jul 27, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 48,293 | 2,375 | 0.78% | 0.67% | 69 | +2,589 | 5.66% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 47,696 | 2,345 | 0.24% | — | 70 | +47,696 | New | Q2 2026 | Aug 13, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 47,241 | 2,323 | 1.32% | 1.11% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 46,291 | 2,276 | 0.29% | 0.21% | 72 | +9,125 | 24.55% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | Added to | 44,500 | 2,188 | 0.53% | 0.08% | 73 | +37,000 | 493.33% | Q2 2026 | Jul 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 40,079 | 1,971 | 0.01% | 0.0% | 74 | +33,937 | 552.54% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 39,991 | 1,966 | 0.0% | 0.0% | 75 | -23,579 | -37.09% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,087 | 1,873 | 0.0% | 0.0% | 76 | +29 | 0.08% | Q2 2026 | Jul 27, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 37,232 | 1,831 | 0.14% | 0.12% | 77 | +262 | 0.71% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 36,363 | 1,788 | 0.01% | 0.01% | 78 | +623 | 1.74% | Q2 2026 | Aug 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 35,637 | 1,752 | 0.46% | 0.43% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 35,463 | 1,744 | 0.0% | 0.0% | 80 | +17,162 | 93.78% | Q2 2026 | Aug 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 35,393 | 1,740 | 0.26% | 0.26% | 81 | -3,627 | -9.3% | Q2 2026 | Jul 15, 2026 |
| ETF Store, Inc. | History | Added to | 35,339 | 1,737 | 1.45% | 0.97% | 82 | +10,483 | 42.17% | Q2 2026 | Jul 29, 2026 |
| Oxinas Partners, LLC | History | Reduced | 33,414 | 1,643 | 0.65% | 0.65% | 83 | -2,106 | -5.93% | Q2 2026 | Jul 14, 2026 |
| Keel Point, LLC | History | New | 33,348 | 1,640 | 0.1% | — | 84 | +33,348 | New | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 33,174 | 1,631 | 0.04% | 0.04% | 85 | +39 | 0.12% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 32,442 | 1,595 | 0.0% | 0.0% | 86 | +908 | 2.88% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,704 | 1,559 | 0.0% | 0.0% | 87 | -1,335 | -4.04% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 31,673 | 1,557 | 0.05% | 0.03% | 88 | +14,371 | 83.06% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 31,512 | 1,549 | 0.01% | 0.01% | 89 | +1,575 | 5.26% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 30,780 | 1,513 | 0.05% | 0.04% | 90 | +487 | 1.61% | Q2 2026 | Jul 24, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 30,464 | 1,498 | 0.1% | 0.09% | 91 | -1,556 | -4.86% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,626 | 1,457 | 0.0% | 0.01% | 92 | -12,489 | -29.65% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 29,384 | 1,445 | 0.01% | 0.01% | 93 | +823 | 2.88% | Q2 2026 | Sep 08, 2026 |
| Sherry Group, Inc. | History | Reduced | 29,824 | 1,439 | 1.41% | 1.32% | 94 | -227 | -0.76% | Q2 2026 | Jul 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 28,602 | 1,406 | 0.49% | 0.46% | 95 | -838 | -2.85% | Q2 2026 | Jul 07, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 28,188 | 1,386 | 0.53% | 0.51% | 96 | +960 | 3.53% | Q2 2026 | Jul 09, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 27,879 | 1,370 | 0.65% | 0.6% | 97 | -412 | -1.46% | Q2 2026 | Aug 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 25,662 | 1,262 | 0.12% | 0.18% | 98 | -13,979 | -35.26% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,615 | 1,210 | 0.02% | 0.02% | 99 | -1,119 | -4.35% | Q2 2026 | Aug 07, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 24,202 | 1,190 | 0.3% | 0.33% | 100 | -140 | -0.58% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 23,566 | 1,159 | 0.08% | 0.08% | 101 | -2,212 | -8.58% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 22,844 | 1,123 | 0.14% | 0.14% | 102 | +1,785 | 8.48% | Q2 2026 | Jul 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 21,789 | 1,071 | 0.02% | 0.02% | 103 | +2,001 | 10.11% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 21,752 | 1,069 | 0.15% | 0.16% | 104 | -3,773 | -14.78% | Q2 2026 | Aug 03, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 21,578 | 1,061 | 0.07% | 0.07% | 105 | -385 | -1.75% | Q2 2026 | Aug 06, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 21,494 | 1,057 | 0.16% | 0.15% | 106 | +49 | 0.23% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 21,344 | 1,049 | 0.02% | 0.02% | 107 | -2,732 | -11.35% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,017 | 1,033 | 0.0% | 0.0% | 108 | +5,843 | 38.51% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 20,777 | 1,013 | 0.0% | 0.0% | 109 | +10,811 | 108.48% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 19,964 | 981 | 0.02% | 0.02% | 110 | +1,524 | 8.26% | Q2 2026 | Aug 05, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 19,835 | 975 | 0.58% | 0.58% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,011 | 934 | 0.0% | 0.0% | 112 | -8,908 | -31.91% | Q2 2026 | Aug 19, 2026 |
| SFI Advisors, LLC | History | No change | 18,992 | 934 | 0.81% | 0.8% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Financial Group LLC | History | Reduced | 17,269 | 849 | 0.1% | 0.09% | 114 | -27 | -0.16% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,937 | 832 | 0.0% | 0.0% | 115 | -18 | -0.11% | Q2 2026 | Aug 05, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 16,261 | 799 | 0.12% | 0.11% | 116 | +16 | 0.1% | Q2 2026 | Jul 28, 2026 |
| Avestar Capital, LLC | History | Added to | 15,911 | 782 | 0.04% | 0.04% | 117 | +631 | 4.13% | Q2 2026 | Jul 29, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 15,581 | 766 | 0.24% | 0.27% | 118 | -3,997 | -20.42% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,573 | 765 | 0.02% | 0.01% | 119 | -138 | -0.88% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15,491 | 761 | 0.01% | 0.01% | 120 | -851 | -5.21% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 15,040 | 739 | 0.06% | 0.06% | 121 | -200 | -1.31% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | Reduced | 14,821 | 728 | 0.01% | 0.01% | 122 | -224 | -1.49% | Q2 2026 | Aug 12, 2026 |
| Opulen Financial Group LLC | History | Reduced | 14,636 | 719 | 0.45% | 0.43% | 124 | -741 | -4.82% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 14,628 | 719 | 0.01% | 0.01% | 123 | +109 | 0.75% | Q2 2026 | Aug 06, 2026 |
| Alchemi Wealth, LLC | History | Added to | 14,584 | 717 | 0.34% | 0.25% | 126 | +3,301 | 29.26% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,583 | 717 | 0.0% | 0.0% | 125 | +1,577 | 12.13% | Q2 2026 | Aug 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 14,466 | 711 | 0.33% | 0.29% | 127 | +412 | 2.93% | Q2 2026 | Jul 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 14,284 | 702 | 0.16% | 0.16% | 128 | -801 | -5.31% | Q2 2026 | Jul 09, 2026 |
| REDW Wealth LLC | History | No change | 13,762 | 676 | 0.24% | 0.22% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,677 | 672 | 0.0% | 0.0% | 130 | -777 | -5.38% | Q2 2026 | Aug 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 13,646 | 671 | 0.25% | 0.28% | 131 | -3,377 | -19.84% | Q2 2026 | Aug 10, 2026 |
| MBE Wealth Management, LLC | History | No change | 13,586 | 668 | 0.23% | 0.23% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group | History | Added to | 13,491 | 663 | 0.04% | 0.04% | 133 | +2 | 0.01% | Q2 2026 | Jul 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 13,375 | 657 | 0.01% | 0.01% | 134 | -250 | -1.83% | Q2 2026 | Jul 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 13,130 | 645 | 0.06% | 0.07% | 135 | -720 | -5.2% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 12,770 | 628 | 0.39% | 0.37% | 136 | +52 | 0.41% | Q2 2026 | Aug 11, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 12,766 | 627 | 0.38% | 0.32% | 137 | -147 | -1.14% | Q2 2026 | Jul 14, 2026 |
| Fermata Advisors, LLC | History | Reduced | 12,696 | 624 | 0.13% | 0.11% | 138 | -5 | -0.04% | Q2 2026 | Jul 07, 2026 |
| Bison Wealth, LLC | History | Reduced | 12,733 | 615 | 0.06% | 0.06% | 139 | -342 | -2.62% | Q2 2026 | Jul 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 11,988 | 589 | 0.01% | — | 140 | +11,988 | New | Q2 2026 | Jul 28, 2026 |
| Security Financial Services, INC. | History | Reduced | 11,817 | 581 | 0.08% | 0.08% | 141 | -576 | -4.65% | Q2 2026 | Jul 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 13,980 | 560 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,957 | 538 | 0.03% | 0.04% | 143 | -4,731 | -30.16% | Q2 2026 | Jul 28, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 10,745 | 528 | 0.14% | 0.13% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 10,520 | 517 | 0.0% | 0.0% | 145 | +4,780 | 83.28% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,143 | 498 | 0.01% | 0.01% | 146 | -256 | -2.46% | Q2 2026 | Jul 06, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 10,073 | 495 | 0.21% | 0.18% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | Added to | 10,053 | 494 | 0.08% | 0.06% | 148 | +1,200 | 13.55% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,858 | 484 | 0.0% | 0.0% | 149 | -1,147 | -10.42% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 9,575 | 470 | 0.03% | 0.03% | 150 | -854 | -8.19% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,336 | 459 | 0.0% | 0.0% | 151 | +4,411 | 89.56% | Q2 2026 | Jul 17, 2026 |
| Herold Advisors, Inc. | History | Reduced | 8,956 | 441 | 0.09% | 0.1% | 152 | -2,272 | -20.24% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,655 | 425 | 0.01% | 0.01% | 153 | +3,428 | 65.58% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | Added to | 8,540 | 419 | 0.0% | 0.0% | 154 | +1,383 | 19.32% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,336 | 409 | 0.01% | 0.01% | 156 | +2,500 | 42.84% | Q2 2026 | Aug 13, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 8,331 | 409 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mason & Associates Inc | History | No change | 7,942 | 390 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 7,747 | 381 | 0.09% | 0.08% | 158 | +40 | 0.52% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 7,615 | 374 | 0.04% | 0.04% | 159 | +94 | 1.25% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,384 | 363 | 0.0% | 0.0% | 160 | +7 | 0.09% | Q2 2026 | Aug 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 6,968 | 342 | 0.05% | 0.04% | 161 | -107 | -1.51% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Added to | 6,938 | 341 | 0.01% | 0.01% | 162 | +21 | 0.3% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | Added to | 6,895 | 339 | 0.0% | 0.0% | 163 | +1,000 | 16.96% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 6,789 | 333 | 0.0% | 0.0% | 164 | -6 | -0.09% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 6,440 | 316 | 0.0% | 0.0% | 165 | -2,950 | -31.42% | Q2 2026 | Aug 03, 2026 |
| Impact Capital Partners LLC | History | New | 6,242 | 306 | 0.08% | — | 166 | +6,242 | New | Q2 2026 | Jul 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 6,065 | 298 | 0.05% | 0.07% | 168 | -2,701 | -30.81% | Q2 2026 | Aug 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,050 | 298 | 0.01% | 0.01% | 167 | +602 | 11.05% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,052 | 297 | 0.01% | 0.01% | 169 | -197 | -3.15% | Q2 2026 | Aug 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,021 | 296 | 0.0% | 0.0% | 170 | -1,529 | -20.25% | Q2 2026 | Aug 05, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,745 | 282 | 0.02% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | Added to | 5,559 | 273 | 0.03% | 0.03% | 172 | +3 | 0.05% | Q2 2026 | Jul 29, 2026 |
| KPP Advisory Services LLC | History | No change | 5,537 | 272 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunpointe, LLC | History | No change | 5,462 | 268 | 0.08% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,449 | 267 | 0.01% | 0.01% | 175 | -349 | -6.02% | Q2 2026 | Aug 11, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 5,394 | 265 | 0.13% | 0.11% | 177 | -114 | -2.07% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,395 | 265 | 0.02% | 0.02% | 176 | -1 | -0.02% | Q2 2026 | Jul 23, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,376 | 264 | 0.02% | 0.02% | 178 | +1 | 0.02% | Q2 2026 | Aug 11, 2026 |
| Detalus Advisors, LLC | History | Added to | 5,281 | 259 | 0.05% | 0.05% | 179 | +228 | 4.51% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | Added to | 5,238 | 257 | 0.01% | 0.01% | 180 | +11 | 0.21% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,138 | 253 | 0.0% | — | 181 | +5,138 | New | Q2 2026 | Jul 20, 2026 |
| SFMG, LLC | History | Added to | 5,055 | 248 | 0.01% | 0.01% | 182 | +13 | 0.26% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,127 | 245 | 0.0% | 0.0% | 183 | -702 | -12.04% | Q2 2026 | Jul 15, 2026 |
| SGL Investment Advisors, Inc. | History | Reduced | 5,038 | 233 | 0.08% | 0.09% | 184 | -67 | -1.31% | Q2 2026 | Aug 11, 2026 |
| Refined Wealth Management | History | New | 4,570 | 224 | 0.14% | — | 186 | +4,570 | New | Q2 2026 | Jul 21, 2026 |
| CROBAN | History | New | 4,555 | 224 | 0.1% | — | 185 | +4,555 | New | Q2 2026 | Aug 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 4,547 | 223 | 0.01% | — | 187 | +4,547 | New | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,427 | 217 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 4,341 | 213 | 0.02% | 0.03% | 189 | -2,703 | -38.37% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4,290 | 210 | 0.06% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 5,371 | 209 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,763 | 185 | 0.0% | 0.0% | 192 | -5,973 | -61.35% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 3,319 | 163 | 0.0% | 0.0% | 193 | -58 | -1.72% | Q2 2026 | Jul 30, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 3,058 | 150 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 3,000 | 147 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,519 | 123 | 0.01% | 0.01% | 196 | +538 | 27.16% | Q2 2026 | Aug 12, 2026 |
| Avalon Trust Co | History | No change | 2,107 | 103 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 2,077 | 102 | 0.04% | — | 198 | +2,077 | New | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,066 | 101 | 0.0% | 0.0% | 199 | -2,317 | -52.86% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,934 | 95 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,400 | 68 | 0.0% | 0.0% | 201 | +50 | 3.7% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,341 | 65 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,191 | 58 | 0.0% | 0.0% | 203 | -43 | -3.48% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,076 | 52 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,000 | 49 | 0.0% | — | 205 | +1,000 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 861 | 42 | 0.0% | — | 206 | +861 | New | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | New | 650 | 31 | 0.0% | — | 207 | +650 | New | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 556 | 27 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 469 | 23 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 411 | 20 | 0.0% | 0.0% | 210 | +69 | 20.18% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 396 | 19 | 0.0% | 0.0% | 211 | +2 | 0.51% | Q2 2026 | Jul 15, 2026 |
| Covestor Ltd | History | Reduced | 337 | 17 | 0.01% | 0.01% | 212 | -71 | -17.4% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | Added to | 302 | 14 | 0.0% | 0.0% | 213 | +2 | 0.67% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | New | 253 | 12 | 0.0% | — | 215 | +253 | New | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 262 | 12 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 297 | 11 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | New | 210 | 10 | 0.0% | — | 218 | +210 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 210 | 10 | 0.0% | — | 219 | +210 | New | Q2 2026 | Jul 29, 2026 |
| Noble Wealth Management PBC | History | No change | 218 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 181 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 163 | 8 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 151 | 7 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | No change | 149 | 7 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 99 | 4 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 83 | 3 | 0.0% | — | 230 | +83 | New | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 72 | 3 | 0.0% | 0.0% | 228 | -50 | -40.98% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | No change | 60 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CX Institutional | History | Reduced | 29 | 1 | 0.0% | 0.0% | 233 | -121 | -80.67% | Q2 2026 | Jul 01, 2026 |
| Planning Strategies Inc. | History | New | 31 | 1 | 0.0% | — | 236 | +31 | New | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 32 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 21 | 1 | 0.0% | — | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Napier Financial, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -202,510 | -100.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,410 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -50,553 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -29,262 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -21,501 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -19,650 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,104 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,136 | -100.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,587 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,429 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -909 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q2 2026 | Jul 15, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 13, 2026 |
| Financial Gravity Companies, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 05, 2026 |
| Luminist Capital LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kingdom Financial Group LLC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |