WISDOMTREE TR
CUSIP 97717W604
Wisdomtree Tr has 352 institutional holders in Filings Flow’s 13F database, together reporting 28.20M shares worth $984M as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
352
Q1 2026
Reported Value
$984M
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 |
|---|---|---|---|---|
| HC Advisors, LLC$149M AUM | 4.97% | $7M | 206.5K | Q1 2026OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 4.84% | $5M | 140.6K | Q1 2026OLDER |
| Del-Sette Capital Management, LLC$167M AUM | 4.56% | $8M | 212.2K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 4.53% | $5M | 124.2K | Q2 2026 |
| Lee-Kelleher Wealth Management$168M AUM | 3.48% | $6M | 162.7K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 3.33% | $7M | 183.6K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 2.69% | $7M | 173.4K | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 2.36% | $4M | 118.7K | Q1 2026OLDER |
| CROBAN$213M AUM | 2.15% | $5M | 127.0K | Q1 2026OLDER |
| Marathon Strategic Advisors, LLC$139M AUM | 1.77% | $2M | 68.3K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 1.57% | $3M | 74.0K | Q1 2026OLDER |
| VAUGHAN & Co SECURITIES, INC.$193M AUM | 1.46% | $3M | 78.5K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 1.30% | $2M | 59.1K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.14% | $2M | 53.0K | Q2 2026 |
| Key FInancial Inc$562M AUM | 1.02% | $6M | 158.7K | Q1 2026OLDER |
| Investment Research Partners LLC$246M AUM | 0.74% | $2M | 50.9K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$234M AUM | 0.71% | $2M | 40.7K | Q2 2026 |
| Wealthcare Capital Partners, LLC$242M AUM | 0.64% | $2M | 37.8K | Q2 2026 |
| Farmers National Bank$453M AUM | 0.62% | $3M | 78.6K | Q2 2026 |
| Powers Advisory Group, LLC$284M AUM | 0.62% | $2M | 48.9K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.60% | $3M | 71.2K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.59% | $6M | 159.8K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.59% | $945,883 | 26.3K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 0.54% | $2M | 53.2K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.52% | $640,303 | 15.7K | Q2 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.49% | $2M | 60.0K | Q1 2026OLDER |
| Seek First Inc.$142M AUM | 0.44% | $618,026 | 17.2K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.43% | $703,382 | 19.6K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.39% | $1M | 34.8K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.31% | $8M | 213.8K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.31% | $12M | 329.2K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.31% | $814,943 | 22.7K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.29% | $5M | 128.5K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.28% | $2M | 56.5K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.28% | $406,788 | 11.3K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.28% | $1M | 39.8K | Q1 2026OLDER |
| Phillip James Consulting Co.$132M AUM | 0.27% | $361,000 | 10.1K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.26% | $978,297 | 27.2K | Q1 2026OLDER |
| Collar Capital Management, LLC$155M AUM | 0.26% | $402,276 | 11.2K | Q1 2026OLDER |
| Causey Wealth LLC$205M AUM | 0.25% | $510,432 | 15.2K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.24% | $5M | 152.8K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.23% | $2M | 64.2K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.23% | $2M | 58.1K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.22% | $1M | 33.8K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.22% | $428,303 | 11.9K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.22% | $318,249 | 8.9K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.21% | $2M | 51.8K | Q2 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.20% | $321,925 | 9.0K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.19% | $392,157 | 10.9K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.19% | $1M | 34.2K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.18% | $4M | 91.2K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.18% | $3M | 95.6K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.17% | $3M | 90.6K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.17% | $1M | 36.7K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.17% | $2M | 52.4K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.16% | $355,317 | 9.9K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.16% | $1M | 35.7K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.16% | $462,188 | 12.9K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.16% | $320,585 | 8.9K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.15% | $582,803 | 16.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.15% | $2M | 50.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.15% | $13M | 348.8K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.14% | $1M | 36.1K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.14% | $8M | 222.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.14% | $25M | 699.3K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.13% | $967,685 | 26.9K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.13% | $11M | 293.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.13% | $37M | 1.03M | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.12% | $228,403 | 6.4K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.12% | $241,553 | 6.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.12% | $2M | 50.1K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.12% | $615,616 | 17.1K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 0.11% | $365,670 | 10.2K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.11% | $395,340 | 11.0K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.11% | $225,517 | 5.9K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 0.11% | $314,763 | 8.8K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.11% | $1M | 28.1K | Q1 2026OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.11% | $235,946 | 6.6K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.10% | $471,074 | 11.6K | Q2 2026 |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.10% | $259,990 | 7.2K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.10% | $537,561 | 15.0K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.09% | $26M | 717.7K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.09% | $462,691 | 12.9K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.09% | $127,587 | 3.5K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.09% | $295,571 | 8.2K | Q1 2026OLDER |
| Wrenne Financial Planning LLC$255M AUM | 0.09% | $228,100 | 6.3K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.09% | $471,425 | 13.1K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.08% | $303,118 | 8.4K | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.08% | $220,600 | 6.1K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.08% | $5M | 132.1K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.08% | $296,987 | 8.3K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.08% | $924,445 | 25.7K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.08% | $277,744 | 7.7K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.08% | $4M | 100.5K | Q2 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.08% | $2M | 69.2K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.08% | $501,327 | 13.9K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.08% | $190,966 | 5.7K | Q3 2025OLDER |
| Montecito Bank & Trust$607M AUM | 0.08% | $459,493 | 12.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.07% | $353,255 | 9.8K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.07% | $520,519 | 14.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.07% | $400,625 | 11.1K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.07% | $777,346 | 21.6K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.07% | $825,075 | 23.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.06% | $527,156 | 14.7K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.06% | $286,801 | 8.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.06% | $2M | 49.9K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 35.1K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.06% | $251,580 | 7.0K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.06% | $550,323 | 15.1K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.06% | $821,882 | 22.9K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.06% | $476,169 | 13.2K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.06% | $845,127 | 20.8K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.06% | $3M | 80.8K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 0.06% | $291,294 | 8.1K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.06% | $216,503 | 6.0K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.05% | $419,414 | 11.7K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.05% | $949,199 | 26.4K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.05% | $283,495 | 7.9K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.05% | $850,305 | 23.7K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.05% | $443,409 | 12.3K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.05% | $102,645 | 2.9K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.05% | $54,557 | 1.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $31M | 850.3K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.04% | $204,480 | 6.1K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $564,826 | 15.7K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.04% | $989,967 | 27.5K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.04% | $1M | 40.8K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.04% | $209,018 | 6.2K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 274.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.04% | $1M | 36.6K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.04% | $544,873 | 15.2K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.04% | $562,353 | 15.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $566,989 | 15.8K | Q1 2026OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.03% | $227,340 | 6.8K | Q3 2025OLDER |
| Kennebec Savings Bank$111M AUM | 0.03% | $37,018 | 1.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.03% | $48M | 1.35M | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $624,565 | 17.4K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.03% | $212,186 | 5.2K | Q2 2026 |
| SFAM, LLC$108M AUM | 0.03% | $33,580 | 934 | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.03% | $40,001 | 1.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.03% | $596,137 | 16.6K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.03% | $37,737 | 1.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $285,514 | 7.1K | Q2 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $483,393 | 13.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 43.2K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.03% | $2M | 56.3K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $443,967 | 11.8K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $638,366 | 17.8K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.02% | $206,865 | 5.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.02% | $2M | 55.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 89.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $72,175 | 2.0K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.02% | $41,925 | 1.2K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $433,538 | 12.1K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.02% | $350,813 | 9.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 40.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $616,306 | 17.1K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.02% | $215,563 | 5.3K | Q2 2026 |
| VICUS CAPITAL$1.4B AUM | 0.02% | $301,912 | 8.4K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $181,569 | 5.1K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.02% | $214,373 | 6.4K | Q3 2025OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.02% | $45,931 | 1.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 77.6K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $275,212 | 7.7K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $251,524 | 6.2K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 33.2K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $976,706 | 25.3K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.02% | $224,266 | 6.2K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.02% | $45,053 | 1.3K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $309,737 | 8.6K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $260,062 | 7.2K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.02% | $211,444 | 6.3K | Q3 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.02% | $196,951 | 5.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 92.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $546,585 | 13.4K | Q2 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $19,695 | 548 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $713,072 | 19.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 31.3K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.02% | $55,377 | 1.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $180,294 | 4.4K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 217.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $765,594 | 21.3K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $282,992 | 7.9K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $111,758 | 3.2K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.01% | $29,581 | 810 | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $1M | 26.5K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 31.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 34.0K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $64,153 | 1.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $43,919 | 1.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $365,109 | 10.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $508,175 | 14.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $300,931 | 8.4K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $915,032 | 25.5K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $358,823 | 10.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.01% | $202,116 | 5.6K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $256,091 | 7.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $51M | 1.43M | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $708,461 | 17.4K | Q2 2026 |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.01% | $255,138 | 7.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $27M | 762.1K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $378,088 | 10.5K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.01% | $116,770 | 3.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 320.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 240.3K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $304,937 | 7.5K | Q2 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.01% | $212,262 | 5.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 63.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $53,182 | 1.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $765,489 | 21.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $309,843 | 8.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $571,336 | 15.9K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $35,042 | 975 | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $456,631 | 12.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $231,086 | 6.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $321,197 | 8.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $350,182 | 8.6K | Q2 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $10 | 300 | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $1M | 35.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 176.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 145.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $347,400 | 9.1K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $15,655 | 468 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $49,338 | 1.5K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 114.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $888,723 | 24.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 149.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $27M | 747.7K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.01% | $35,581 | 990 | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.01% | $23,792 | 662 | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $26,416 | 735 | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $448,186 | 11.6K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $26,708 | 793 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 1.39M | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $737,478 | 20.5K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.01% | $8,446 | 235 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $711,188 | 19.8K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.01% | $10,495 | 258 | Q2 2026 |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.01% | $12,180 | 339 | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $311,046 | 8.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $183,723 | 5.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $841,383 | 23.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $88M | 2.46M | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.01% | $57,397 | 1.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $695,888 | 19.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $745,256 | 20.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $85,070 | 2.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 32.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $725,449 | 20.2K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.01% | $209,105 | 6.5K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $29M | 811.5K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $90M | 2.70M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $344,926 | 9.6K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $221,354 | 6.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 146.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $142,619 | 4.3K | Q4 2025OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $365,905 | 10.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 47.0K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $49,418 | 1.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $406,443 | 11.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $195,801 | 5.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $947,497 | 26.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 34.1K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $24M | 681.6K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $8,000 | 220 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $214,826 | 6.4K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 130.3K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.00% | $8,410 | 234 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $35,940 | 1.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 75.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 70.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 70.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $15M | 417.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $634,254 | 17.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $515,129 | 15.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 80.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $42,229 | 1.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $105,036 | 2.6K | Q2 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.00% | $4,513 | 134 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $202,619 | 6.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 78.1K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $31,878 | 953 | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $221,642 | 6.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $3,163 | 88 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,102 | 93 | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $12,867 | 358 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $55,160 | 1.6K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $649,265 | 19.4K | Q4 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $416,169 | 11.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $471,273 | 13.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $524,900 | 14.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 239.2K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $59,173 | 1.8K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $457,121 | 12.7K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $3,512 | 105 | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $52,851 | 1.6K | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $18,329 | 510 | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $5,018 | 150 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $227,788 | 6.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $305,059 | 8.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $9M | 251.3K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $38,456 | 1.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 35.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $794,849 | 22.1K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $20,163 | 561 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $10,336 | 268 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $5,678 | 158 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 56.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $44,494 | 1.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $728,589 | 20.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $433,390 | 12.1K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $29,804 | 891 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $16,532 | 460 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $538,137 | 15.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $17,365 | 481 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $39,211 | 1.1K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $3,702 | 103 | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $1,113 | 31 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $128,881 | 3.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $165,472 | 4.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $216,125 | 6.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $20,647 | 574 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $29,397 | 870 | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $20,340 | 500 | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $11,824 | 329 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $2,055 | 61 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 175.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $17,561 | 525 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $216,923 | 6.5K | Q4 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $549,702 | 15.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $738,211 | 20.5K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $9,129 | 254 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $5,211 | 145 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $233,071 | 6.5K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $1,666 | 41 | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $5,491 | 153 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,813 | 134 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $3,846 | 107 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 59.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $194,939 | 5.4K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $1,150 | 32 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 33.1K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $3,594 | 100 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $349,301 | 9.7K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $755 | 21 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 29.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $7,188 | 200 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $37,162 | 1.0K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $22,628 | 630 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $425,961 | 11.9K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $468 | 13 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $92,006 | 2.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,204 | 34 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $277,231 | 7.7K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $7,547 | 210 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $693,460 | 19.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $7,072 | 210 | Q3 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $1,677 | 44 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $17,309 | 482 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $368 | 11 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $432,237 | 12.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $719 | 20 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $401 | 12 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $135 | 4 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $33 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.