SEC 13F Intelligence

WISDOMTREE TR

CUSIP 97717W315

Wisdomtree Tr has 347 institutional holders in Filings Flow’s 13F database, together reporting 48.26M shares worth $2.3B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Wells Fargo & Company/Mn.

Institutional Holders
347
Q1 2026
Reported Value
$2.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 218Q4 ’18Q1 ’19: 226Q2 ’19: 225Q2 ’19Q3 ’19: 218Q2 ’21: 236Q2 ’21Q4 ’21: 230Q4 ’22: 233Q4 ’22Q4 ’25: 345Q1 ’26: 347Q1 ’26Q2 ’26: 34filingsflow.com
Total reported value
Q4 ’18: $4.7BQ4 ’18Q1 ’19: $5.1BQ2 ’19: $4.2BQ2 ’19Q3 ’19: $3.9BQ2 ’21: $2.4BQ2 ’21Q4 ’21: $2.6BQ4 ’22: $553MQ4 ’22Q4 ’25: $2.1BQ1 ’26: $2.3BQ1 ’26Q2 ’26: $203Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stonebridge Wealth Management, LLC$104M AUM4.55%$5M95.6KQ1 2026OLDER
ARBOR TRUST WEALTH ADVISORS, LLC$228M AUM2.81%$6M128.6KQ1 2026OLDER
Private Wealth Advisors, LLC$356M AUM2.41%$9M172.2KQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM2.20%$6M106.0KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM1.64%$95M1.91MQ1 2026OLDER
Endowment Wealth Management, Inc.$226M AUM1.54%$3M70.1KQ1 2026OLDER
Axis Wealth Partners, LLC$188M AUM1.53%$3M58.0KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM1.46%$2M36.7KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM1.23%$15M270.8KQ2 2026
FFG RETIREMENT ADVISORS LLC$189M AUM1.20%$2M42.3KQ2 2026
CANANDAIGUA NATIONAL CORP$1.1B AUM1.15%$13M259.5KQ1 2026OLDER
Old Port Advisors$434M AUM1.05%$5M92.0KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM1.04%$2M61.5KQ1 2026OLDER
Sincerus Advisory, LLC$147M AUM0.95%$1M26.1KQ2 2026
AssuredPartners Investment Advisors, LLC$919M AUM0.92%$8M170.3KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.89%$2M33.7KQ1 2026OLDER
Freedom Day Solutions, LLC$373M AUM0.83%$3M62.2KQ1 2026OLDER
Collaborative Wealth Managment Inc.$218M AUM0.80%$2M35.1KQ1 2026OLDER
Investors Research Corp$523M AUM0.78%$4M81.7KQ1 2026OLDER
SHARPEPOINT LLC$168M AUM0.74%$1M25.1KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.67%$2M31.1KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.67%$8M165.9KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM0.66%$814,42316.4KQ1 2026OLDER
Cascade Financial Partners, LLC$970M AUM0.65%$6M127.3KQ1 2026OLDER
Apeiron RIA LLC$431M AUM0.64%$3M55.6KQ1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.64%$6M127.4KQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.63%$1M24.9KQ1 2026OLDER
Linscomb Wealth, Inc.$2.2B AUM0.60%$14M273.4KQ1 2026OLDER
MBA Advisors LLC$260M AUM0.55%$1M28.9KQ1 2026OLDER
ASPIRIANT, LLC$3.5B AUM0.55%$19M385.1KQ1 2026OLDER
Camelot Portfolios, LLC$143M AUM0.51%$723,38313.4KQ2 2026
Fearless Solutions, LLC dba Best Invest$166M AUM0.49%$807,61216.3KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.48%$663,37514.2KQ4 2025OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.47%$727,20014.6KQ1 2026OLDER
Avos Capital Management, LLC$253M AUM0.44%$1M22.6KQ1 2026OLDER
Element Wealth, LLC$242M AUM0.43%$1M21.0KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.42%$21M418.8KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.41%$6M122.3KQ1 2026OLDER
Opus Financial Solutions LLC$106M AUM0.34%$364,5557.3KQ1 2026OLDER
Barnes Wealth Management Group, Inc$197M AUM0.34%$675,60713.6KQ1 2026OLDER
SOUTH PLAINS FINANCIAL, INC.$172M AUM0.32%$548,56511.0KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.31%$2M199.6KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.27%$12M236.9KQ1 2026OLDER
Norris Financial Group, LLC$108M AUM0.26%$350,7107.9KQ1 2026OLDER
Rockingstone Advisors LLC$218M AUM0.26%$556,52811.2KQ1 2026OLDER
Osprey Private Wealth LLC$345M AUM0.23%$800,00916.1KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.23%$4M74.7KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.23%$317,9116.4KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.22%$823,05316.6KQ1 2026OLDER
Able Wealth Management LLC$374M AUM0.22%$824,64916.6KQ1 2026OLDER
Three Bearings Fiduciary Advisors, Inc.$112M AUM0.22%$244,2614.5KQ2 2026
Regal Investment Advisors LLC$1.7B AUM0.21%$4M74.6KQ1 2026OLDER
Breachway Investments LLC$104M AUM0.21%$219,1804.4KQ1 2026OLDER
Coastwise Capital Group, LLC$180M AUM0.20%$366,8197.4KQ1 2026OLDER
Next Level Private LLC$511M AUM0.20%$1M19.1KQ2 2026
VISIONARY HORIZONS, LLC$203M AUM0.19%$389,8187.8KQ1 2026OLDER
Great Diamond Partners, LLC$582M AUM0.19%$1M20.5KQ2 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.18%$2M39.7KQ2 2026
Eagle Strategies LLC$837M AUM0.17%$1M29.2KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.17%$8M161.0KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.16%$267,2965.4KQ1 2026OLDER
Asset One Wealth Management LLC$904M AUM0.16%$1M28.1KQ1 2026OLDER
Mirador Capital Partners LP$817M AUM0.16%$1M24.4KQ2 2026
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.16%$744,47416.2KQ3 2025OLDER
Financial Partners Group, Inc$836M AUM0.16%$1M26.1KQ1 2026OLDER
Strategic Financial Concepts, LLC$405M AUM0.15%$626,24312.6KQ1 2026OLDER
Excelsior Advisor Network LLC$263M AUM0.15%$399,7068.0KQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.15%$2M34.8KQ1 2026OLDER
Valmark Advisers, Inc.$8.4B AUM0.15%$12M249.4KQ1 2026OLDER
BEACON FINANCIAL GROUP$1.0B AUM0.14%$1M27.9KQ1 2026OLDER
ERn Financial, LLC$532M AUM0.13%$690,49213.9KQ1 2026OLDER
NFSG Corp$608M AUM0.12%$758,00815.3KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.12%$892,92918.0KQ1 2026OLDER
Kondo Wealth Advisors, Inc.$266M AUM0.12%$317,6886.4KQ1 2026OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.12%$506,49010.2KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.11%$156,3253.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.11%$2M43.4KQ1 2026OLDER
Quartz Partners, LLC$259M AUM0.11%$285,9165.8KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.11%$6M125.2KQ1 2026OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.11%$2M38.2KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.10%$348,5746.5KQ2 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.10%$3M62.0KQ1 2026OLDER
Summit Wealth Partners, LLC$632M AUM0.10%$650,96113.1KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.10%$2M38.7KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.10%$302,2146.1KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.10%$6M125.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.10%$1M26.2KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.10%$187,3073.8KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.10%$3M62.9KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.09%$455,9559.2KQ1 2026OLDER
Acorn Wealth Advisors, LLC$343M AUM0.09%$321,4456.5KQ1 2026OLDER
Montecito Bank & Trust$607M AUM0.09%$567,01311.4KQ1 2026OLDER
REDW Wealth LLC$251M AUM0.09%$223,6054.5KQ1 2026OLDER
BlueStem Wealth Partners, LLC$900M AUM0.09%$801,37916.1KQ1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.09%$2M30.7KQ1 2026OLDER
Hamilton Wealth, LLC$513M AUM0.09%$448,8009.0KQ2 2026
CWM, LLC$38.1B AUM0.09%$33M668.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.08%$22M445.6KQ1 2026OLDER
Mezzasalma Advisors, LLC$391M AUM0.08%$324,4137.1KQ3 2025OLDER
Key FInancial Inc$562M AUM0.08%$464,6359.4KQ1 2026OLDER
Integrity Advisory Solutions, LLC$757M AUM0.08%$617,33312.4KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.08%$769,84715.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.07%$108M2.17MQ1 2026OLDER
SYKON CAPITAL LLC$300M AUM0.07%$222,9944.8KQ4 2025OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.07%$623,61012.6KQ1 2026OLDER
Team Financial Group, LLC$220M AUM0.07%$152,6773.1KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.07%$2M45.4KQ2 2026
Your Advocates Ltd., LLP$328M AUM0.07%$223,9534.5KQ1 2026OLDER
BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM0.07%$789,22615.9KQ1 2026OLDER
Daybright Advisory Services, Inc.$361M AUM0.06%$233,9454.7KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.06%$728,05814.7KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.06%$565,50811.4KQ1 2026OLDER
MOLLER WEALTH PARTNERS$507M AUM0.06%$303,7556.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.06%$39M791.4KQ1 2026OLDER
Evanson Asset Management, LLC$1.9B AUM0.06%$1M21.2KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.06%$9M185.8KQ1 2026OLDER
Evanson Financial, LLC$2.0B AUM0.05%$1M20.7KQ2 2026
Elgethun Capital Management$605M AUM0.05%$322,7376.5KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.05%$519,70810.5KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.05%$4M72.5KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.05%$1M25.3KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.05%$787,11015.8KQ1 2026OLDER
McNamara Financial Services, Inc.$528M AUM0.05%$245,6674.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.04%$9M179.1KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.04%$77,8651.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.04%$30M609.4KQ1 2026OLDER
Austin Wealth Management, LLC$440M AUM0.04%$281,2426.0KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.04%$5M97.4KQ1 2026OLDER
PBMares Wealth Management LLC$617M AUM0.04%$250,3855.4KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.04%$2M39.2KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.04%$6M132.1KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.04%$6M124.8KQ2 2026
Elwood & Goetz Wealth Advisory Group, LLC$589M AUM0.04%$231,6344.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.04%$19M393.3KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.04%$544,73011.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.04%$7M140.9KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.04%$778,77214.5KQ2 2026
ASSETMARK, INC$49.0B AUM0.04%$19M379.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.04%$3M67.9KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.04%$664,08914.2KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.04%$413,6718.3KQ1 2026OLDER
Cadence Bank$1.7B AUM0.04%$620,63513.3KQ4 2025OLDER
Galvin, Gaustad & Stein, LLC$1.2B AUM0.04%$452,5949.1KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.04%$69,3671.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.04%$11M211.3KQ1 2026OLDER
New England Private Wealth Advisors LLC$866M AUM0.04%$310,6626.3KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.04%$155,9902.9KQ2 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$15M311.4KQ1 2026OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.04%$468,3329.4KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.03%$1M24.4KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.03%$161,4533.3KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.03%$574,35611.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.03%$30M605.5KQ1 2026OLDER
Discipline Wealth Solutions, LLC$950M AUM0.03%$295,0225.9KQ1 2026OLDER
Fairway Wealth LLC$379M AUM0.03%$116,2682.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.03%$2M46.1KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.03%$79,5041.6KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.03%$210,8264.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.03%$160M3.23MQ2 2026
LPL Financial LLC$376.6B AUM0.03%$111M2.24MQ1 2026OLDER
Breakwater Capital Group$833M AUM0.03%$238,9354.4KQ2 2026
VestGen Advisors, LLC$3.8B AUM0.03%$1M19.9KQ1 2026OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.03%$441,2978.9KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.03%$76,3811.4KQ2 2026
OARSMAN CAPITAL, INC.$806M AUM0.03%$213,9324.6KQ4 2025OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.03%$865,45817.4KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.03%$4M73.7KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.03%$1M26.8KQ2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.03%$15M294.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.03%$353M7.10MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$418M8.94MQ1 2026OLDER
Ally Invest Advisors Inc.$1.5B AUM0.02%$357,7627.2KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.02%$839,66216.9KQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.02%$78,7591.6KQ1 2026OLDER
KINTRA WEALTH, LLC$1.4B AUM0.02%$316,5906.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.02%$4M83.5KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.02%$13M268.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$90M1.80MQ1 2026OLDER
PFG Advisors$2.1B AUM0.02%$426,1719.1KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$320,3776.6KQ1 2026OLDER
Rockbridge Investment Management, LCC$1.1B AUM0.02%$223,8674.5KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.02%$465,4458.7KQ2 2026
Noble Wealth Management PBC$223M AUM0.02%$43,032800Q2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$68M1.37MQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.02%$2M36.9KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.02%$558,02410.8KQ1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.02%$51,3301.0KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.02%$2M32.1KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.02%$3M64.7KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.02%$221,4524.7KQ4 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$694,71614.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$4M86.6KQ4 2025OLDER
Integrated Advisors Network LLC$1.9B AUM0.02%$364,8067.8KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.02%$14M275.8KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.02%$242,0294.9KQ1 2026OLDER
Longview Financial Advisors LLC$184M AUM0.01%$27,578555Q1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.01%$266,1795.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$98M1.97MQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.01%$252,4255.1KQ1 2026OLDER
Triumph Capital Management$491M AUM0.01%$70,4111.4KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.01%$1M22.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$3M52.7KQ1 2026OLDER
Klingman & Associates, LLC$2.1B AUM0.01%$285,6685.7KQ1 2026OLDER
Viewpoint Capital Management LLC$214M AUM0.01%$28,820580Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$398,1108.5KQ4 2025OLDER
Archer Investment Corp$469M AUM0.01%$58,3881.3KQ4 2025OLDER
McAdam, LLC$2.2B AUM0.01%$291,9785.9KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$276,6035.6KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$242,6994.9KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$842,76718.3KQ3 2025OLDER
Advantage Trust Co$223M AUM0.01%$27,594600Q3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$349,2977.5KQ4 2025OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.01%$254,9305.1KQ2 2026
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.01%$567,91111.4KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$299,1356.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$13M252.2KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$923,28218.6KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM0.01%$21,367430Q2 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$353,4697.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$36M716.0KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$467,8489.4KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.01%$200,3804.0KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.01%$3M56.4KQ2 2026
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$217,6924.7KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$169,7433.4KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.01%$48,228971Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.01%$82,7841.7KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$273,9915.5KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.01%$21,982478Q3 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$405,3488.2KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$227,0094.6KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$556,25511.2KQ1 2026OLDER
Planning Project LLC$398M AUM0.01%$36,060772Q4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$576,70211.6KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.01%$74,3861.5KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$329,1966.6KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.01%$104,3992.1KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$532,83610.7KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$434,0428.7KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.01%$51,5611.0KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M89.8KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$115,0962.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$244,9644.9KQ1 2026OLDER
Bank & Trust Co$148M AUM0.01%$11,528232Q1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.01%$598,79013.0KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$448,6929.8KQ3 2025OLDER
Dunhill Financial, LLC$424M AUM0.01%$32,298650Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$777,75815.7KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$399,1108.0KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$332,2286.7KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$17,392350Q1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$268,5535.7KQ4 2025OLDER
Strive Financial Group ,LLC$189M AUM0.01%$13,000261Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M49.6KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$11M217.9KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$361,8597.3KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$86,2121.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M72.1KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$378,8877.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$35M694.8KQ1 2026OLDER
United Community Bank$300M AUM0.01%$19,546425Q3 2025OLDER
Purpose Unlimited Inc.$2.4B AUM0.01%$145,3963.0KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$468,0309.4KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$320,5016.5KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.01%$313,8216.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M73.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$357,9177.2KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M87.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M63.8KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$410,2408.3KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$104,8462.1KQ1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$87,4551.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$231,1274.9KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$865,59717.4KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.00%$91,9802.0KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$485,7549.8KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$282,1405.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$342,5566.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$11M241.6KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$1M30.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$87,8931.6KQ2 2026
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$140,2262.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$193,0063.9KQ1 2026OLDER
Barnes Dennig Private Wealth Management LLC$101M AUM0.00%$2,98160Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M53.4KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$944,25919.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M53.9KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$88,7781.8KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$48,316972Q1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$234,4695.1KQ3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$72,6191.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$89,6681.7KQ2 2026
STEPHENS INC /AR/$8.0B AUM0.00%$207,7544.2KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$219,3844.4KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$16,397339Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$94,5101.9KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$27,429552Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$133,4672.7KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$7,155144Q1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.00%$11,379229Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$32M651.4KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$62,6651.2KQ2 2026
MAI Capital Management$17.7B AUM0.00%$308,1836.2KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$208,2514.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$328,4016.6KQ1 2026OLDER
Financial Engines Advisors L.L.C.$49.2B AUM0.00%$801,79816.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$449,7389.1KQ2 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$205,6204.1KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$343,8056.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M34.8KQ1 2026OLDER
Vision Retirement, LLC$373M AUM0.00%$5,185111Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$6,617123Q2 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$29,194625Q4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$17,240321Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1M23.2KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$2,57556Q3 2025OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$6,261126Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$10,394226Q3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,565112Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M39.6KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$17,243347Q1 2026OLDER
REAP Financial Group, LLC$507M AUM0.00%$3,92679Q1 2026OLDER
True Link Financial Advisors, LLC$1.6B AUM0.00%$12,075243Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$24,895501Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M35.8KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$394,5037.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$17,558363Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$7,053142Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$11,071237Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$12,717272Q4 2025OLDER
Caldwell Trust Co$1.1B AUM0.00%$5,714115Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$9,342200Q4 2025OLDER
Bangor Savings Bank$1.4B AUM0.00%$6,724125Q2 2026
US BANCORP \DE\$82.4B AUM0.00%$390,9617.9KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$1,28828Q3 2025OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.00%$3,72775Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$961,05419.9KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.00%$3,87678Q1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$2,07239Q2 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$11,677235Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M50.2KQ4 2025OLDER
BNP PARIBAS$3.1B AUM0.00%$11,081223Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$246,0555.0KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$214,1194.6KQ4 2025OLDER
HOWE & RUSLING INC$1.5B AUM0.00%$5,218105Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$234,3244.7KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$31,056625Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$255,4565.1KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$94,3611.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M24.6KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2,38548Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$45,417914Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M22.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$409,7688.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M26.8KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$12,423250Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$502,64610.8KQ4 2025OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$49710Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,83257Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$2M49.9KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$43,618881Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$6,361128Q1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$86417Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$22,536490Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$180,7723.6KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$59712Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$1,40230Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$9,938200Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$3,37968Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$74515Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$340,3267.4KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$10,634214Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$362,7377.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,09322Q1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM0.00%$1,20124Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$8,980221Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$59,6281.2KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$5,045108Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1403Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$10,733216Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$5122Q3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$71,1541.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$129Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2305Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.