WISDOMTREE TR
CUSIP 97717W422
Wisdomtree Tr has 269 institutional holders in Filings Flow’s 13F database, together reporting 29.44M shares worth $1.1B as of Q1 2026. The largest reported holders are Morgan Stanley, Meitav Investment House Ltd, and Lpl Financial LLC.
Institutional Holders
269
Q1 2026
Reported Value
$1.1B
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 |
|---|---|---|---|---|
| New Vernon Capital Holdings II LLC$136M AUM | 5.33% | $7M | 177.3K | Q1 2026OLDER |
| Leibman Financial Services, Inc.$136M AUM | 4.13% | $6M | 137.9K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 3.28% | $6M | 152.3K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 2.76% | $14M | 342.4K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 2.64% | $40M | 987.0K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 1.96% | $6M | 125.1K | Q3 2025OLDER |
| Avid Wealth Partners LLC$212M AUM | 1.95% | $4M | 100.9K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 1.80% | $3M | 54.1K | Q4 2025OLDER |
| Defined Financial Planning LLC$121M AUM | 1.65% | $2M | 44.5K | Q3 2025OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 1.56% | $142M | 3.48M | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 1.45% | $2M | 42.1K | Q3 2025OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 1.44% | $7M | 159.9K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 1.32% | $7M | 159.5K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 1.16% | $8M | 207.9K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.99% | $4M | 107.8K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.95% | $3M | 67.0K | Q4 2025OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.92% | $6M | 135.0K | Q3 2025OLDER |
| Dala Group, LLC$115M AUM | 0.89% | $1M | 22.3K | Q2 2026 |
| Randolph Co Inc$1.0B AUM | 0.85% | $9M | 219.3K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.81% | $2M | 40.8K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.79% | $1M | 26.9K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.71% | $2M | 50.9K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 0.70% | $937,013 | 23.0K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.62% | $15M | 374.9K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.60% | $777,093 | 18.1K | Q2 2026 |
| Carmel Capital Management L.L.C.$349M AUM | 0.60% | $2M | 51.8K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.58% | $17M | 426.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.57% | $36M | 886.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.56% | $4M | 97.5K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.53% | $2M | 49.4K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 0.52% | $24M | 587.8K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.47% | $1M | 25.4K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.46% | $978,058 | 24.0K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.45% | $24M | 587.8K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.44% | $1M | 19.9K | Q2 2026 |
| GenTrust, LLC$2.3B AUM | 0.41% | $10M | 237.5K | Q1 2026OLDER |
| WASHINGTON GROWTH STRATEGIES LLC$153M AUM | 0.40% | $607,186 | 14.9K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.40% | $4M | 93.7K | Q3 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.39% | $1M | 24.1K | Q3 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.38% | $1M | 26.6K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.36% | $853,740 | 20.9K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.35% | $478,825 | 11.7K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.33% | $24M | 594.4K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.32% | $12M | 289.0K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.31% | $2M | 44.8K | Q4 2025OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.31% | $1M | 29.5K | Q4 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.24% | $1M | 25.2K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.22% | $354,307 | 8.7K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.20% | $374,952 | 9.2K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.19% | $321,776 | 7.3K | Q4 2025OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.19% | $1M | 26.2K | Q2 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.18% | $750,376 | 16.2K | Q4 2025OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.18% | $2M | 39.1K | Q4 2025OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.18% | $331,963 | 8.1K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 0.18% | $393,681 | 8.5K | Q4 2025OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.16% | $705,122 | 17.3K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.16% | $561,816 | 13.8K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.15% | $203,439 | 5.0K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.14% | $273,074 | 6.7K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 0.13% | $288,497 | 7.1K | Q1 2026OLDER |
| Congress Park Capital LLC$326M AUM | 0.13% | $430,032 | 10.5K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.13% | $1M | 25.3K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.13% | $443,491 | 10.3K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.12% | $244,963 | 6.0K | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 0.12% | $361,298 | 8.9K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 0.12% | $226,173 | 4.9K | Q4 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.12% | $191,300 | 4.7K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.11% | $579,726 | 13.3K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.10% | $124,341 | 3.0K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.09% | $2M | 51.4K | Q3 2025OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.09% | $360,998 | 8.8K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.09% | $618,189 | 13.4K | Q4 2025OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.09% | $6M | 155.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.09% | $3M | 61.8K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.08% | $327,131 | 7.1K | Q4 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.08% | $199,104 | 4.9K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.07% | $244,800 | 6.0K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.07% | $362,386 | 8.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.07% | $6M | 148.6K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $988,544 | 24.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.07% | $1M | 26.5K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.07% | $410,285 | 10.1K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.06% | $222,416 | 4.8K | Q4 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.06% | $122,400 | 3.0K | Q1 2026OLDER |
| Cohen Klingenstein LLC$3.1B AUM | 0.06% | $2M | 47.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $16M | 383.4K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.05% | $222,453 | 5.5K | Q1 2026OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 0.05% | $294,906 | 7.1K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.05% | $5M | 114.1K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.05% | $214,404 | 5.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $747,067 | 18.3K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.05% | $437,131 | 10.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $597,516 | 14.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $1M | 29.3K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.04% | $191,998 | 4.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 215.1K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.04% | $55,406 | 1.4K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $569,403 | 14.0K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.04% | $250,263 | 5.8K | Q2 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.04% | $99,008 | 2.4K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $223,176 | 5.5K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.04% | $533,256 | 13.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.04% | $23M | 489.6K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.04% | $780,707 | 17.7K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $304,858 | 7.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 117.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $949,249 | 24.0K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $167,035 | 4.1K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.03% | $373,320 | 9.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 65.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $387,681 | 9.5K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.03% | $204,000 | 5.0K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.03% | $1M | 29.8K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.03% | $52,955 | 1.1K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $969,041 | 23.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.03% | $20M | 488.1K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.03% | $208,305 | 4.5K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $344,760 | 8.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $528,694 | 13.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $1M | 26.2K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 0.02% | $231,336 | 5.7K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.02% | $201,362 | 4.3K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 32.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $133,906 | 3.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $891,336 | 21.8K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.02% | $369,322 | 9.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 27.1K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.02% | $141,440 | 3.2K | Q3 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.02% | $96,451 | 2.4K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.02% | $181,274 | 4.4K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.02% | $2M | 52.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 55.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 54.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $470,938 | 11.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $56M | 1.37M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $390,047 | 9.6K | Q2 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $5M | 131.4K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $328,760 | 8.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $416,231 | 9.4K | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.01% | $330,643 | 8.1K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.01% | $1M | 36.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 113.3K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $293,656 | 6.9K | Q2 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $137,621 | 3.0K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $429,879 | 10.0K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $129,499 | 3.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $414,453 | 10.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $232,709 | 5.0K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 186.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 26.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $214,894 | 5.3K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.01% | $25,337 | 621 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $268,158 | 5.8K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $439,742 | 10.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $148M | 3.21M | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $21,624 | 530 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $401,554 | 9.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 48.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $203,510 | 5.0K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $14,280 | 350 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $226,232 | 5.5K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $61,200 | 1.5K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $109,089 | 2.5K | Q2 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $339,201 | 7.9K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 145.2K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.01% | $23,052 | 565 | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $378,718 | 8.2K | Q4 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $58,099 | 1.4K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $349,248 | 8.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $15M | 356.7K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $3M | 69.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 25.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 27.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $9M | 231.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $211,592 | 4.6K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $23M | 561.3K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 47.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $477,823 | 11.7K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $210,360 | 4.8K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 69.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $312,248 | 7.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 381.8K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $22,100 | 500 | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $800,163 | 19.6K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $6,079 | 149 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $373,824 | 9.2K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $296,126 | 7.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $345,331 | 8.5K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $12M | 297.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $208,989 | 5.1K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.00% | $4,080 | 100 | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $558,960 | 13.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $214,894 | 5.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $798,518 | 19.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $812,933 | 19.9K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1M | 32.2K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $41,548 | 940 | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $8,425 | 182 | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $290,340 | 7.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $117,586 | 2.9K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $224,507 | 4.8K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 77.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $246,146 | 6.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $43M | 1.05M | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 401.1K | Q2 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $207,148 | 4.5K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46M | 1.16M | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 306.9K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $8,160 | 200 | Q1 2026OLDER |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.00% | $856,800 | 21.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $15,970 | 345 | Q4 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $3,448 | 78 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $735,354 | 18.0K | Q2 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $637,255 | 14.4K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $7,608 | 186 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 57.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 65.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $613,204 | 13.2K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $311,100 | 7.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $401,406 | 9.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $282,793 | 6.9K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $175,521 | 4.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 87.4K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $22,498 | 509 | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 28.9K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 335.5K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $351,795 | 8.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 266.9K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $18,278 | 448 | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.00% | $2,611 | 64 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $32,640 | 800 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $343,944 | 8.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $24,258 | 595 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $894,214 | 21.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $319,709 | 7.8K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $891,137 | 21.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $365,895 | 9.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $11M | 279.8K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 26.9K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $133,399 | 3.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $836,080 | 20.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $86,140 | 2.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $551,762 | 13.5K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $40,800 | 1.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $919,346 | 22.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $63,811 | 1.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 89.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $530,849 | 13.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 48.9K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.00% | $1,142 | 28 | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $3,631 | 89 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $862,825 | 21.1K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $650,143 | 14.0K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 32.4K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $2,166 | 49 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $595,015 | 26.3K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,551 | 38 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $16,202 | 350 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $474,422 | 11.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $6,648 | 150 | Q3 2025OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $8,650 | 212 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $614,775 | 15.1K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $874,962 | 19.8K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 31.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $22,888 | 561 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $32,640 | 800 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $19,037 | 445 | Q2 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $407,674 | 10.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $103,560 | 2.3K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $95,594 | 2.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 92.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $211,344 | 5.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $539,009 | 13.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $212,937 | 4.6K | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $1,514 | 37 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $133,483 | 3.3K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $200,573 | 4.9K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $454,961 | 11.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $13,887 | 300 | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $897,600 | 22.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $18,034 | 408 | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $8,160 | 200 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $45,696 | 1.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14M | 337.5K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $6,039 | 148 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $40,159 | 984 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,483 | 85 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,703 | 80 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $16,320 | 400 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $10,091 | 218 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $48,756 | 1.2K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,158 | 102 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $29,261 | 662 | Q3 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.00% | $11,098 | 272 | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $816 | 20 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $306,446 | 6.6K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $620,160 | 15.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $4,080 | 100 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $151,858 | 3.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,265 | 31 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $54,264 | 1.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $465,120 | 11.4K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $53,815 | 1.3K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $163 | 4 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $112,445 | 2.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $297,840 | 7.3K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $44 | 1 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $6,161 | 151 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,621 | 35 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $30,804 | 755 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,366 | 58 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,045 | 50 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $260,423 | 6.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $3,434 | 87 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $15,994 | 392 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3,795 | 82 | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $40 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.