WISDOMTREE TR
CUSIP 97717W208
Wisdomtree Tr has 247 institutional holders in Filings Flow’s 13F database, together reporting 6.56M shares worth $695M as of Q1 2026. The largest reported holders are Cwm, LLC, Wells Fargo & Company/Mn, and Bank Of America Corp /De/.
Institutional Holders
247
Q1 2026
Reported Value
$695M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Stonebridge Wealth Management, LLC$104M AUM | 8.95% | $9M | 85.5K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 7.21% | $17M | 158.2K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 3.80% | $8M | 76.0K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 2.70% | $5M | 44.8K | Q2 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 2.48% | $7M | 62.8K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 1.45% | $33M | 297.8K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 1.42% | $2M | 15.3K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.20% | $6M | 54.8K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 1.13% | $3M | 26.0K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.96% | $1M | 10.2K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.87% | $2M | 15.7K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.81% | $1M | 12.7K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.74% | $1M | 13.4K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.56% | $3M | 34.6K | Q3 2025OLDER |
| Melone Private Wealth, LLC$263M AUM | 0.46% | $1M | 10.5K | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.45% | $8M | 76.5K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.44% | $3M | 31.9K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.42% | $9M | 76.2K | Q2 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.38% | $2M | 16.5K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.38% | $6M | 57.2K | Q1 2026OLDER |
| Oxinas Partners, LLC$254M AUM | 0.33% | $834,446 | 7.3K | Q2 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.31% | $866,953 | 7.9K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.31% | $418,859 | 3.8K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.27% | $1M | 10.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.25% | $94M | 862.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.22% | $255,975 | 2.5K | Q4 2025OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.20% | $300,922 | 2.8K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.19% | $373,096 | 3.4K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.19% | $2M | 14.5K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.19% | $629,326 | 5.8K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 0.18% | $354,201 | 3.2K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.18% | $2M | 14.6K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.17% | $432,936 | 4.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.17% | $406,517 | 3.7K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.15% | $212,979 | 1.9K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.15% | $206,726 | 1.9K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.14% | $366,652 | 3.4K | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.14% | $297,515 | 2.7K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.13% | $277,746 | 2.5K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.13% | $361,509 | 3.3K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.13% | $485,385 | 4.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.12% | $4M | 35.8K | Q4 2025OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.12% | $1M | 10.2K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 0.12% | $390,141 | 3.6K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.12% | $549,601 | 5.0K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.11% | $380,413 | 3.5K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.11% | $312,236 | 2.9K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.11% | $3M | 31.4K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.11% | $738,764 | 6.8K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.11% | $867,972 | 7.9K | Q1 2026OLDER |
| Harfst & Associates, Inc.$560M AUM | 0.10% | $550,032 | 5.0K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.10% | $426,613 | 3.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.09% | $25M | 225.1K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 0.09% | $256,285 | 2.3K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.09% | $1M | 12.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.09% | $5M | 49.7K | Q4 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.09% | $117,481 | 1.1K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.09% | $1M | 14.5K | Q4 2025OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.09% | $517,921 | 4.7K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.09% | $318,446 | 2.8K | Q2 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.08% | $587,931 | 5.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.08% | $4M | 34.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.08% | $7M | 64.1K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.08% | $272,504 | 2.5K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.07% | $102,448 | 938 | Q1 2026OLDER |
| Nelson Capital Management, LLC$819M AUM | 0.06% | $513,334 | 4.7K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.06% | $2M | 20.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 16.1K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.06% | $364,795 | 3.3K | Q1 2026OLDER |
| CV Advisors LLC$366M AUM | 0.06% | $207,518 | 1.9K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.06% | $418,723 | 3.8K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.06% | $689,943 | 6.3K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.06% | $2M | 17.2K | Q2 2026 |
| Clear Trail Advisors, LLC$601M AUM | 0.05% | $327,660 | 3.0K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.05% | $534,195 | 4.9K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.05% | $293,911 | 2.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $821,334 | 7.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $45M | 412.5K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.05% | $93,750 | 858 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.04% | $2M | 20.7K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.04% | $3M | 26.1K | Q2 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $546,513 | 5.4K | Q4 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.04% | $222,532 | 2.2K | Q3 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.03% | $541,513 | 5.0K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 12.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $9M | 78.5K | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.03% | $1M | 9.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 15.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $357,149 | 3.3K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $241,449 | 2.5K | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.03% | $274,142 | 2.5K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.03% | $62,476 | 614 | Q4 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $299,553 | 2.6K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 48.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $540,221 | 4.9K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $211,450 | 1.9K | Q1 2026OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 0.02% | $251,861 | 2.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.02% | $1M | 11.6K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $256,887 | 2.4K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.02% | $25,238 | 231 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 21.5K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.02% | $327,660 | 3.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $272,559 | 2.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $16M | 148.0K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.02% | $213,525 | 2.0K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.02% | $102,558 | 939 | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $417,242 | 3.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $315,427 | 2.9K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.02% | $204,788 | 1.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $422,792 | 3.9K | Q2 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.02% | $80,600 | 800 | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 23.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $76,454 | 700 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $614,253 | 5.6K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.01% | $109,220 | 1.0K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $511,101 | 4.5K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 83.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $231,023 | 2.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $977,320 | 8.9K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $201,970 | 1.9K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $42,034 | 418 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $44M | 402.6K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $64,877 | 594 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $2M | 21.5K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $49,778 | 456 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 84.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $56M | 513.4K | Q2 2026 |
| EFG International AG$4.7B AUM | 0.01% | $485,920 | 4.4K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $99,576 | 912 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 15.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 11.8K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $26,650 | 244 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $888,811 | 8.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $2M | 13.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $55,652 | 510 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 9.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 39.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $578,648 | 5.3K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.01% | $53,318 | 469 | Q2 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $474,779 | 4.3K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 21.8K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $48,712 | 446 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $19,878 | 182 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.01% | $120,361 | 1.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $539,611 | 4.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 37.8K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.01% | $90,325 | 827 | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $458,178 | 4.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $182,808 | 1.6K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $315,208 | 2.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $409,793 | 3.8K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $55,868 | 514 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $71,230 | 707 | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $368,836 | 3.4K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $395,452 | 3.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $205,030 | 1.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $759,863 | 7.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $248,356 | 2.3K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $32,220 | 295 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $368,508 | 3.4K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $43,129 | 379 | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $41,940 | 384 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $205,761 | 1.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 110.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 12.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $328,206 | 3.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $50M | 457.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $316,956 | 2.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $452,817 | 4.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $154,774 | 1.4K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $43,142 | 395 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 117.3K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $273,050 | 2.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $273,596 | 2.5K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $149,413 | 1.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $310,597 | 2.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $642,760 | 5.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $109,657 | 1.0K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $13,653 | 125 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 19.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $231,005 | 2.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $41,543 | 408 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 24.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $668,958 | 6.6K | Q4 2025OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 0.00% | $2,988 | 32 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $11M | 103.7K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $33,790 | 309 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 12.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $45,466 | 416 | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $3,564 | 35 | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $59,685 | 525 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $106,708 | 977 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $430,545 | 3.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $41,868 | 383 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $343,126 | 3.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $375,252 | 3.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $33M | 319.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $300,980 | 3.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 37.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $119,814 | 1.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $218,440 | 2.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $862,838 | 7.9K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $9,066 | 83 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 20.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 90.1K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $7,427 | 68 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $16,383 | 150 | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $285,182 | 2.5K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $42,796 | 392 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $249,708 | 2.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $206,136 | 2.0K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 66.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $273,450 | 2.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $366,870 | 3.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $17,924 | 165 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $849,899 | 7.8K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $32,628 | 287 | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $147,993 | 1.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $126,586 | 1.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 10.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $762,421 | 7.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $679,897 | 6.2K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $241,397 | 2.4K | Q3 2025OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.00% | $28,288 | 259 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $384,991 | 3.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $10,922 | 100 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $41,509 | 412 | Q3 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $18,240 | 167 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $15,837 | 145 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $129,972 | 1.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $933,285 | 8.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 43.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $330,042 | 3.2K | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $67,170 | 615 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $491,599 | 4.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 62.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $670,454 | 6.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $248,476 | 2.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $60,450 | 600 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,713 | 34 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $54,610 | 500 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $30,801 | 282 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 11.3K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $32,766 | 300 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $21,189 | 194 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $1,530 | 14 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $256,812 | 2.5K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,490 | 23 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $10,142 | 100 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $28,616 | 262 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $450,860 | 4.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $99,340 | 986 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,840 | 26 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $820,281 | 7.5K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $110 | 1 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $23,592 | 216 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $437 | 4 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $384,325 | 3.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $218 | 2 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4,915 | 45 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $14,526 | 133 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $109 | 1 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $102 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.