WISDOMTREE TR
CUSIP 97717W281
Wisdomtree Tr has 255 institutional holders in Filings Flow’s 13F database, together reporting 17.63M shares worth $1.0B as of Q1 2026. The largest reported holders are Creative Planning, Bank Of America Corp /De/, and National Bank Of Canada /Fi/.
Institutional Holders
255
Q1 2026
Reported Value
$1.0B
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 | 6.75% | $7M | 117.2K | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 6.35% | $7M | 120.0K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 5.49% | $7M | 117.9K | Q1 2026OLDER |
| O'Connor Financial Group LLC$244M AUM | 2.98% | $7M | 121.3K | Q1 2026OLDER |
| Leibman Financial Services, Inc.$136M AUM | 2.98% | $4M | 67.6K | Q1 2026OLDER |
| Neumann Capital Management, LLC$340M AUM | 2.79% | $9M | 157.4K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 2.52% | $3M | 44.4K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 2.16% | $4M | 77.4K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 2.07% | $4M | 64.9K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 2.03% | $27M | 445.1K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 1.98% | $5M | 88.5K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 1.95% | $5M | 104.2K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.87% | $4M | 67.0K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.75% | $4M | 67.2K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 1.74% | $5M | 79.2K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 1.57% | $4M | 70.7K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 1.49% | $2M | 34.5K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 1.31% | $3M | 50.0K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.22% | $2M | 35.8K | Q2 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 1.17% | $10M | 164.5K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 1.17% | $1M | 20.2K | Q2 2026 |
| Sound Stewardship, LLC$218M AUM | 0.96% | $2M | 34.7K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.94% | $9M | 146.0K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.92% | $5M | 93.1K | Q4 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.89% | $9M | 144.1K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.77% | $7M | 122.3K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 0.77% | $1M | 22.6K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.77% | $3M | 58.0K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.74% | $2M | 37.0K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.72% | $5M | 84.4K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 0.71% | $1M | 20.1K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.71% | $2M | 39.6K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.70% | $2M | 34.1K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.65% | $8M | 131.1K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.54% | $883,820 | 14.7K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.51% | $3M | 43.4K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.51% | $674,000 | 9.7K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.50% | $3M | 45.0K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.48% | $10M | 159.2K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.48% | $803,438 | 13.4K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.45% | $1M | 20.5K | Q2 2026 |
| Alpha Omega Wealth Management LLC$617M AUM | 0.42% | $3M | 43.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.41% | $6M | 94.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.40% | $3M | 54.2K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.39% | $774,547 | 12.9K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.38% | $964,605 | 16.1K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.38% | $9M | 154.4K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 0.37% | $944,204 | 15.7K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.37% | $922,115 | 15.3K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.36% | $478,147 | 8.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.33% | $18M | 304.5K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.33% | $3M | 46.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.31% | $7M | 114.5K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.31% | $2M | 28.4K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.30% | $692,232 | 11.5K | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.29% | $4M | 68.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.28% | $6M | 103.5K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.24% | $651,111 | 11.4K | Q3 2025OLDER |
| Jacobs Equity LLC$112M AUM | 0.23% | $256,327 | 4.3K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.23% | $426,650 | 7.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.22% | $14M | 233.8K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.21% | $594,689 | 9.9K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.20% | $288,480 | 4.8K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.18% | $213,081 | 3.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.17% | $253M | 4.21M | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 0.16% | $502,196 | 8.4K | Q1 2026OLDER |
| Meridian Financial Partners LLC$263M AUM | 0.14% | $356,887 | 6.0K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.13% | $315,652 | 5.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.11% | $156,741 | 2.6K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.11% | $755,758 | 12.6K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.11% | $784,545 | 13.1K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.09% | $268,593 | 4.5K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.08% | $202,176 | 3.4K | Q1 2026OLDER |
| MFA WEALTH ADVISORS, LLC$508M AUM | 0.08% | $383,969 | 6.4K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.07% | $3M | 47.6K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.07% | $604,929 | 10.1K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.07% | $2M | 38.3K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.06% | $1M | 20.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.06% | $16M | 288.2K | Q3 2025OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.06% | $1M | 20.2K | Q2 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.06% | $349,482 | 5.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.06% | $140,066 | 2.4K | Q4 2025OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.06% | $201,996 | 3.4K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 19.6K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.06% | $540,052 | 9.0K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.06% | $541,182 | 9.0K | Q1 2026OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.05% | $358,797 | 6.0K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.05% | $92,770 | 1.5K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.05% | $749,507 | 12.5K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.05% | $328,279 | 5.7K | Q3 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.05% | $2M | 25.4K | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.05% | $244,014 | 4.3K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.05% | $26M | 430.8K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.04% | $586,780 | 9.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.04% | $23M | 378.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 40.3K | Q4 2025OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.04% | $467,026 | 7.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.04% | $6M | 104.4K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.04% | $691,931 | 11.5K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $342,284 | 5.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $3M | 56.0K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.04% | $216,360 | 3.6K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.04% | $723,139 | 11.2K | Q2 2026 |
| Legacy Bridge, LLC$262M AUM | 0.03% | $90,150 | 1.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $362,062 | 5.5K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $31M | 517.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.03% | $37M | 608.6K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $713,567 | 11.9K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.03% | $2M | 31.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $22M | 367.1K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.03% | $30,351 | 505 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 94.5K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.03% | $2M | 34.0K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.03% | $31,793 | 529 | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $619,030 | 10.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.03% | $451,865 | 7.5K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.02% | $36,060 | 600 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $20M | 329.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 20.1K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.02% | $32,089 | 533 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 35.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $662,854 | 11.2K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $363,431 | 6.0K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.02% | $600,765 | 9.4K | Q2 2026 |
| Wedmont Private Capital$3.1B AUM | 0.01% | $453,293 | 7.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 135.4K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.01% | $21,221 | 328 | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $10M | 166.8K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $1M | 20.8K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $2M | 27.2K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $122,604 | 2.0K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $233,080 | 3.9K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $207,209 | 3.6K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $235,486 | 3.9K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.01% | $1M | 18.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $282,915 | 4.7K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.01% | $118,197 | 2.1K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 65.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $249,592 | 4.2K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $785,119 | 13.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $268,382 | 4.7K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $835,550 | 13.9K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $543,184 | 9.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 35.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $47,479 | 790 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.01% | $183,168 | 3.2K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $26M | 440.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $229,742 | 3.5K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 416.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $297,976 | 5.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $33,356 | 555 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 321.4K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.01% | $8,051 | 141 | Q3 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $42,595 | 728 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $77M | 1.28M | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $9,195 | 153 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $18,046 | 279 | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $9,436 | 157 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $22M | 365.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $212,583 | 3.7K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $5M | 75.8K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $295,401 | 4.6K | Q2 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $39,125 | 651 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $214,393 | 3.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $826,513 | 13.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $327,712 | 5.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $458,543 | 7.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $251,761 | 4.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $143,940 | 2.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 22.6K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $7,659 | 127 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $148,327 | 2.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $354,650 | 5.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $645,132 | 10.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $519,865 | 8.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $10,017 | 175 | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $594,555 | 9.2K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $18,030 | 300 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $358,067 | 6.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 40.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 248.9K | Q2 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $250,256 | 4.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $131,018 | 2.2K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $5,349 | 89 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $33,476 | 557 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $10,997 | 183 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $67,946 | 1.1K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 35.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $26,263 | 437 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 20.8K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $3,546 | 59 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $422,383 | 7.0K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $58,136 | 965 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $30M | 523.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $217,021 | 3.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $344,138 | 5.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $25,422 | 423 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $33,804 | 561 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $17,549 | 292 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $28,487 | 474 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 17.7K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $3,007 | 53 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $910,872 | 16.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $269,335 | 4.5K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $12,922 | 215 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $24,040 | 400 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $15,720 | 261 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 116.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $17,008 | 283 | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $1,258 | 21 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $12,593 | 220 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $43,873 | 730 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 21.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 28.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $3,907 | 65 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $3,242 | 53 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $9,315 | 155 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $343,095 | 31.2K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $2,644 | 44 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $558,029 | 9.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $61,903 | 1.0K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $5,507 | 92 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $106,581 | 1.9K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $6,182 | 108 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 39.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $7,573 | 126 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $133,723 | 2.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $68,952 | 1.1K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $21,035 | 350 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 36.4K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $117,520 | 2.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $203,274 | 3.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $55,560 | 973 | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $3,005 | 50 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $63,026 | 1.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,513 | 125 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $8,586 | 150 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $37,382 | 622 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $11,329 | 188 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $9,764 | 171 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $130,898 | 2.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $24,040 | 400 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $272,936 | 4.6K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $153 | 2 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $890 | 15 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 64.8K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $782 | 13 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $363,725 | 6.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,326 | 22 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $69,656 | 1.2K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $90 | 1 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,404 | 40 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,080 | 18 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $78,431 | 1.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $549,976 | 9.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $225,976 | 3.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $213,554 | 3.7K | Q3 2025OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.00% | $57 | 1 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $68,214 | 1.1K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $129 | 2 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,147 | 69 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $300 | 5 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1,965 | 33 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $5,710 | 95 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $79,929 | 1.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $962 | 16 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,003 | 35 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.