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 | No change | 2,953,394 | 145,247 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,777,872 | 87,435 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,614,270 | 79,389 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,511,642 | 74,342 | 0.79% | 0.79% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,408,892 | 69,289 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,393,826 | 68,548 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,048,200 | 51,550 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ESL Trust Services, LLC | History | No change | 958,864 | 47,156 | 8.04% | 8.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 652,209 | 32,075 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 592,603 | 29,144 | 1.03% | 1.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 586,910 | 28,864 | 0.24% | 0.24% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 537,433 | 26,430 | 5.9% | 5.9% | 12 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pallas Capital Advisors LLC | History | No change | 525,395 | 25,838 | 0.8% | 0.8% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 480,219 | 23,617 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marathon Mission, Inc. | History | Reduced | 487,826 | 22,854 | 11.53% | 12.55% | 15 | -23,372 | -4.57% | Q3 2026 | Oct 01, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 418,672 | 19,614 | 0.13% | 0.14% | 16 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 385,953 | 18,081 | 1.89% | 1.83% | 17 | +13,238 | 3.55% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 313,863 | 15,444 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 294,864 | 14,501 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 283,853 | 13,959 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 265,023 | 13,033 | 1.1% | 1.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 262,975 | 12,320 | 3.81% | 3.91% | 22 | +5,515 | 2.14% | Q3 2026 | Oct 20, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 247,464 | 11,593 | 1.67% | 1.42% | 23 | +13,589 | 5.81% | Q3 2026 | Oct 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 240,859 | 11,284 | 5.19% | 5.41% | 24 | -2,850 | -1.17% | Q3 2026 | Oct 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 224,459 | 11,037 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 221,964 | 10,916 | 1.72% | 1.72% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 220,764 | 10,857 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 223,735 | 10,481 | 0.93% | 1.02% | 28 | -2,593 | -1.15% | Q3 2026 | Oct 15, 2026 |
| WESCAP Management Group, Inc. | History | No change | 183,570 | 9,028 | 1.68% | 1.68% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 185,792 | 8,704 | 3.11% | 4.39% | 30 | -63,689 | -25.53% | Q3 2026 | Oct 19, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 176,341 | 8,672 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 184,251 | 8,632 | 1.19% | 1.42% | 32 | -10,537 | -5.41% | Q3 2026 | Oct 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 162,840 | 8,008 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 157,261 | 7,734 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 164,760 | 7,718 | 2.83% | 3.0% | 35 | +5 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 141,540 | 6,960 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 147,492 | 6,909 | 0.27% | — | 37 | +147,492 | New | Q3 2026 | Oct 13, 2026 |
| Addison Capital Co | History | No change | 136,849 | 6,730 | 1.1% | 1.1% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | No change | 134,574 | 6,618 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 140,719 | 6,592 | 0.57% | 0.76% | 40 | -37,367 | -20.98% | Q3 2026 | Oct 26, 2026 |
| Encompass More Asset Management | History | Reduced | 129,134 | 6,049 | 0.85% | 1.0% | 41 | -10,366 | -7.43% | Q3 2026 | Oct 16, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 120,549 | 5,928 | 4.18% | 4.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 116,024 | 5,435 | 0.03% | 0.03% | 43 | +1,116 | 0.97% | Q3 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 110,258 | 5,422 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 108,936 | 5,266 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 104,763 | 5,152 | 0.21% | 0.21% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 108,584 | 5,087 | 0.05% | 0.05% | 47 | -1,522 | -1.38% | Q3 2026 | Oct 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 108,099 | 5,064 | 0.59% | 0.45% | 48 | +29,036 | 36.73% | Q3 2026 | Oct 16, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 102,226 | 5,027 | 2.52% | 2.52% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 101,006 | 4,967 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 102,874 | 4,819 | 0.08% | 0.11% | 51 | -24,326 | -19.12% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 98,011 | 4,737 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 91,312 | 4,490 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 90,817 | 4,466 | 5.17% | 5.17% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 88,858 | 4,370 | 0.45% | 0.45% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 81,166 | 3,991 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 79,500 | 3,909 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SK Wealth Management, LLC | History | No change | 77,358 | 3,590 | 0.81% | 0.81% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 70,543 | 3,469 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 66,955 | 3,292 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sherry Group, Inc. | History | Added to | 59,816 | 2,842 | 2.67% | 1.41% | 61 | +29,992 | 100.56% | Q3 2026 | Oct 09, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 53,032 | 2,608 | 0.46% | 0.46% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 52,609 | 2,587 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 54,995 | 2,561 | 0.97% | 1.06% | 64 | -520 | -0.94% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 49,618 | 2,440 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 48,293 | 2,375 | 0.78% | 0.78% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XML Financial, LLC | History | Reduced | 50,093 | 2,346 | 0.17% | 0.18% | 67 | -429 | -0.85% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 47,696 | 2,345 | 0.24% | 0.24% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 47,241 | 2,323 | 1.32% | 1.32% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 46,291 | 2,276 | 0.29% | 0.29% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 44,500 | 2,084 | 0.49% | 0.53% | 71 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 40,079 | 1,971 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 39,991 | 1,966 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 37,232 | 1,831 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 36,363 | 1,788 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,068 | 1,783 | 0.0% | 0.0% | 76 | -19 | -0.05% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Group, LLC | History | Added to | 37,976 | 1,779 | 0.04% | 0.02% | 77 | +18,012 | 90.22% | Q3 2026 | Oct 19, 2026 |
| Avestar Capital, LLC | History | Added to | 37,707 | 1,766 | 0.14% | 0.04% | 78 | +21,796 | 136.99% | Q3 2026 | Oct 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,463 | 1,744 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ETF Store, Inc. | History | Added to | 35,830 | 1,678 | 1.38% | 1.45% | 80 | +491 | 1.39% | Q3 2026 | Oct 19, 2026 |
| Montecito Bank & Trust | History | No change | 35,393 | 1,658 | 0.25% | 0.26% | 81 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Oxinas Partners, LLC | History | No change | 33,414 | 1,643 | 0.65% | 0.65% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keel Point, LLC | History | No change | 33,348 | 1,640 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,442 | 1,595 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,704 | 1,559 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 31,673 | 1,557 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 33,204 | 1,555 | 0.04% | 0.04% | 87 | +30 | 0.09% | Q3 2026 | Oct 16, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 33,187 | 1,554 | 0.4% | 0.46% | 88 | -2,450 | -6.87% | Q3 2026 | Oct 16, 2026 |
| Empowered Funds, LLC | History | No change | 31,512 | 1,549 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 30,780 | 1,513 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,203 | 1,508 | 0.0% | 0.0% | 91 | +2,577 | 8.7% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 29,384 | 1,445 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 30,206 | 1,415 | 0.09% | 0.1% | 93 | -258 | -0.85% | Q3 2026 | Oct 22, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 28,188 | 1,386 | 0.53% | 0.53% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 29,513 | 1,382 | 0.49% | 0.49% | 95 | +911 | 3.19% | Q3 2026 | Oct 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 27,879 | 1,370 | 0.65% | 0.65% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 25,662 | 1,262 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,870 | 1,165 | 0.02% | 0.02% | 98 | +255 | 1.04% | Q3 2026 | Oct 22, 2026 |
| XY Planning Network, Inc. | History | Added to | 23,168 | 1,085 | 0.12% | 0.14% | 99 | +324 | 1.42% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,789 | 1,071 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | No change | 21,752 | 1,069 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 22,751 | 1,065 | 0.26% | 0.3% | 102 | -1,451 | -6.0% | Q3 2026 | Oct 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 21,578 | 1,061 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 21,344 | 1,049 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 22,052 | 1,033 | 0.07% | 0.08% | 106 | -1,514 | -6.42% | Q3 2026 | Oct 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 21,017 | 1,033 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 20,777 | 1,013 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 21,416 | 1,003 | 0.15% | 0.16% | 108 | -78 | -0.36% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,011 | 934 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 19,835 | 929 | 0.5% | 0.58% | 110 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ascentis Independent Advisors | History | New | 19,650 | 920 | 0.05% | — | 111 | +19,650 | New | Q3 2026 | Nov 03, 2026 |
| SFI Advisors, LLC | History | Reduced | 18,579 | 870 | 0.72% | 0.81% | 112 | -413 | -2.17% | Q3 2026 | Oct 30, 2026 |
| Legacy Financial Group LLC | History | No change | 17,269 | 849 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,895 | 838 | 0.01% | 0.0% | 114 | +8,559 | 91.68% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 16,937 | 832 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,573 | 765 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 16,262 | 761 | 0.11% | 0.12% | 118 | +1 | 0.01% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15,491 | 761 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 15,040 | 739 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 14,821 | 728 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,628 | 719 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthfront Advisers LLC | History | No change | 14,583 | 717 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alchemi Wealth, LLC | History | No change | 14,584 | 717 | 0.34% | 0.34% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 14,950 | 700 | 0.32% | 0.33% | 124 | +484 | 3.35% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,677 | 672 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 14,162 | 663 | 0.21% | 0.24% | 127 | -1,419 | -9.11% | Q3 2026 | Nov 03, 2026 |
| Keystone Financial Group | History | No change | 13,491 | 663 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,130 | 645 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| REDW Wealth LLC | History | No change | 13,762 | 644 | 0.24% | 0.24% | 129 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MBE Wealth Management, LLC | History | No change | 13,586 | 636 | 0.22% | 0.23% | 130 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Opulen Financial Group LLC | History | Reduced | 13,554 | 635 | 0.39% | 0.45% | 131 | -1,082 | -7.39% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 12,770 | 628 | 0.39% | 0.39% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 13,218 | 619 | 0.24% | 0.25% | 133 | -428 | -3.14% | Q3 2026 | Oct 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,945 | 606 | 0.01% | 0.01% | 134 | -430 | -3.21% | Q3 2026 | Nov 03, 2026 |
| Fermata Advisors, LLC | History | Reduced | 12,563 | 588 | 0.11% | 0.13% | 135 | -133 | -1.05% | Q3 2026 | Oct 09, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 12,325 | 577 | 0.34% | 0.38% | 136 | -441 | -3.45% | Q3 2026 | Oct 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 12,172 | 570 | 0.02% | 0.01% | 137 | +184 | 1.53% | Q3 2026 | Oct 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,102 | 566 | 0.01% | 0.2% | 138 | -229,418 | -94.99% | Q3 2026 | Oct 28, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 10,745 | 528 | 0.14% | 0.14% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 11,289 | 522 | 0.04% | 0.06% | 140 | -1,444 | -11.34% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 10,520 | 517 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | Reduced | 10,805 | 506 | 0.07% | 0.08% | 142 | -1,012 | -8.56% | Q3 2026 | Oct 29, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,679 | 500 | 0.02% | 0.03% | 143 | -278 | -2.54% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,858 | 484 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 10,073 | 471 | 0.21% | 0.21% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 9,575 | 470 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,901 | 463 | 0.01% | 0.01% | 147 | -242 | -2.39% | Q3 2026 | Oct 08, 2026 |
| Key FInancial Inc | History | Reduced | 9,423 | 441 | 0.07% | 0.08% | 148 | -630 | -6.27% | Q3 2026 | Nov 02, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,655 | 425 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | No change | 8,540 | 419 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,336 | 409 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 8,496 | 398 | 0.08% | 0.09% | 152 | -460 | -5.14% | Q3 2026 | Oct 19, 2026 |
| Leo Wealth, LLC | History | New | 8,418 | 394 | 0.08% | — | 153 | +8,418 | New | Q3 2026 | Oct 26, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 8,331 | 390 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Mason & Associates Inc | History | No change | 7,942 | 390 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 7,747 | 381 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impact Capital Partners LLC | History | Added to | 7,869 | 368 | 0.1% | 0.08% | 158 | +1,627 | 26.07% | Q3 2026 | Oct 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 7,855 | 368 | 0.04% | 0.04% | 157 | +240 | 3.15% | Q3 2026 | Oct 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,384 | 363 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 6,968 | 342 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | No change | 6,938 | 341 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 6,895 | 339 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,789 | 333 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 6,503 | 304 | 0.13% | 0.16% | 164 | -7,781 | -54.47% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,441 | 301 | 0.02% | 0.02% | 165 | +2,014 | 45.49% | Q3 2026 | Oct 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,440 | 301 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,052 | 297 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,006 | 281 | 0.0% | 0.0% | 168 | -15 | -0.25% | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,831 | 273 | 0.0% | 0.0% | 169 | +693 | 13.49% | Q3 2026 | Oct 26, 2026 |
| REAP Financial Group, LLC | History | Reduced | 5,842 | 273 | 0.04% | 0.05% | 170 | -223 | -3.68% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,733 | 269 | 0.01% | 0.01% | 172 | -317 | -5.24% | Q3 2026 | Oct 22, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,745 | 269 | 0.01% | 0.02% | 171 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Integrity Financial Corp /WA | History | No change | 5,394 | 265 | 0.13% | 0.13% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MONECO ADVISORS, LLC | History | No change | 5,376 | 264 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,557 | 260 | 0.02% | 0.03% | 175 | -2 | -0.04% | Q3 2026 | Nov 02, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,490 | 257 | 0.04% | 0.03% | 176 | -47 | -0.85% | Q3 2026 | Oct 26, 2026 |
| Detalus Advisors, LLC | History | Added to | 5,441 | 254 | 0.05% | 0.05% | 177 | +160 | 3.03% | Q3 2026 | Oct 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,377 | 251 | 0.01% | 0.01% | 178 | -72 | -1.32% | Q3 2026 | Oct 27, 2026 |
| SFMG, LLC | History | No change | 5,055 | 248 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,198 | 240 | 0.0% | 0.0% | 180 | +71 | 1.38% | Q3 2026 | Oct 13, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 5,038 | 233 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Reduced | 4,803 | 225 | 0.01% | 0.01% | 182 | -435 | -8.3% | Q3 2026 | Oct 23, 2026 |
| CROBAN | History | No change | 4,555 | 224 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,341 | 213 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,547 | 213 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4,290 | 210 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 5,371 | 209 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,398 | 206 | 0.01% | 0.02% | 188 | -997 | -18.48% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,763 | 185 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 3,319 | 155 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 3,058 | 150 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 3,000 | 147 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,519 | 123 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avalon Trust Co | History | No change | 2,107 | 103 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 2,077 | 102 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,934 | 95 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,006 | 93 | 0.0% | 0.0% | 197 | -60 | -2.9% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,341 | 65 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 1,191 | 58 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,076 | 52 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 1,086 | 50 | 0.02% | — | 201 | +1,086 | New | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,000 | 49 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 861 | 42 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 650 | 31 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | New | 620 | 29 | 0.0% | — | 205 | +620 | New | Q3 2026 | Oct 30, 2026 |
| AlphaCore Capital LLC | History | No change | 556 | 27 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | New | 488 | 22 | 0.0% | — | 207 | +488 | New | Q3 2026 | Oct 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 469 | 21 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 411 | 20 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 397 | 18 | 0.0% | 0.0% | 210 | +1 | 0.25% | Q3 2026 | Oct 19, 2026 |
| Covestor Ltd | History | Added to | 346 | 16 | 0.01% | 0.01% | 211 | +9 | 2.67% | Q3 2026 | Oct 30, 2026 |
| Synergy Investment Management, LLC | History | No change | 302 | 14 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 262 | 12 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 253 | 11 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 210 | 10 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 211 | 9 | 0.0% | 0.0% | 216 | +1 | 0.48% | Q3 2026 | Nov 02, 2026 |
| BFC Planning, Inc. | History | No change | 171 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 151 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 163 | 7 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Addison Advisors LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Reduced | 134 | 6 | 0.0% | 0.0% | 222 | -15 | -10.07% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 99 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 83 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | No change | 60 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | New | 28 | 1 | 0.0% | — | 233 | +28 | New | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 32 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | No change | 29 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| SHP Wealth Management | History | No change | 21 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Napier Financial, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Planning Strategies Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,462 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Refined Wealth Management | History | Closed out | 0 | 0 | — | 0.14% | — | -4,570 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2026 | Oct 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2026 | Oct 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |