WTVWISDOMTREE TR
CUSIP 97717W547 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (WTV) has 217 institutional holders in Filings Flow’s 13F database, together reporting 20.75M shares worth $1.9B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Raymond James Financial Inc.
Institutional Holders
217
Q1 2026
Reported Value
$1.9B
Ticker
WTV
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Anderson Financial Strategies, LLC$182M AUM | 12.05% | $22M | 221.4K | Q1 2026 |
| RESOLUTE CAPITAL, LLC$247M AUM | 9.76% | $24M | 254.3K | Q1 2026 |
| Smith Anglin Financial, LLC$1.1B AUM | 8.71% | $96M | 1.11M | Q2 2025OLDER |
| 626 Financial, LLC$224M AUM | 5.91% | $13M | 140.0K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 4.67% | $17M | 184.6K | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 4.44% | $10M | 103.2K | Q1 2026 |
| Systelligence, LLC$514M AUM | 4.08% | $21M | 221.6K | Q1 2026 |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 3.92% | $6M | 64.8K | Q1 2026 |
| Leslie Global Wealth, LLC$190M AUM | 3.42% | $6M | 68.6K | Q1 2026 |
| Ruggaard & Associates LLC$252M AUM | 3.01% | $8M | 80.1K | Q1 2026 |
| Vericrest Private Wealth$111M AUM | 3.00% | $3M | 35.3K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 2.99% | $21M | 225.6K | Q1 2026 |
| PMG Wealth Management, Inc.$139M AUM | 2.74% | $4M | 40.2K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 2.15% | $5M | 51.7K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 2.08% | $19M | 204.3K | Q1 2026 |
| Retirement Management Systems Inc.$415M AUM | 2.06% | $9M | 90.4K | Q1 2026 |
| Bay Capital Advisors, LLC$162M AUM | 2.02% | $3M | 34.5K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 1.88% | $14M | 142.0K | Q1 2026 |
| BFI Wealth Solutions, LLC$104M AUM | 1.83% | $2M | 20.2K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 1.68% | $4M | 38.2K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 1.63% | $2M | 17.6K | Q1 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 1.51% | $16M | 168.1K | Q1 2026 |
| Bowman & Co S.C.$237M AUM | 1.42% | $3M | 36.1K | Q4 2025OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 1.22% | $8M | 86.6K | Q4 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.15% | $1M | 14.1K | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 0.95% | $2M | 18.1K | Q1 2026 |
| Santori & Peters, Inc.$321M AUM | 0.88% | $3M | 29.9K | Q1 2026 |
| Powers Advisory Group, LLC$284M AUM | 0.86% | $2M | 25.7K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 0.84% | $1M | 11.7K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.82% | $1M | 12.5K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.70% | $1M | 12.1K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.68% | $2M | 22.1K | Q1 2026 |
| Solano Wealth Investment Advisors LLC$201M AUM | 0.66% | $1M | 14.1K | Q1 2026 |
| Avant Capital LLC$142M AUM | 0.65% | $931,030 | 9.8K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.63% | $14M | 151.6K | Q1 2026 |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.59% | $2M | 22.2K | Q1 2026 |
| CERTUITY, LLC$1.5B AUM | 0.57% | $9M | 92.3K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.52% | $16M | 164.2K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.48% | $2M | 20.7K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.48% | $16M | 164.9K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.45% | $12M | 119.2K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.42% | $2M | 22.1K | Q1 2026 |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.41% | $1M | 13.5K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.40% | $3M | 26.4K | Q1 2026 |
| Philadelphia Investment Partners, LLC$147M AUM | 0.39% | $579,823 | 6.1K | Q1 2026 |
| Rubicon Advisors, GP$115M AUM | 0.39% | $446,289 | 4.7K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.34% | $4M | 43.9K | Q1 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.33% | $444,887 | 4.7K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.33% | $3M | 28.3K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.31% | $477,942 | 5.0K | Q1 2026 |
| LAVELLE CAPITAL LP$158M AUM | 0.31% | $481,895 | 5.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.29% | $4M | 41.0K | Q1 2026 |
| Atlas Brown,Inc.$372M AUM | 0.27% | $909,064 | 9.6K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.27% | $3M | 28.2K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.27% | $1M | 11.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.27% | $25M | 260.8K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.25% | $711,240 | 7.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.23% | $19M | 197.8K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 0.20% | $340,691 | 3.6K | Q1 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.20% | $686,034 | 7.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.20% | $135M | 1.42M | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.19% | $11M | 119.1K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.19% | $3M | 31.3K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.18% | $270,479 | 2.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.17% | $5M | 51.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.17% | $4M | 8.5K | Q1 2026 |
| Osprey Private Wealth LLC$345M AUM | 0.17% | $587,137 | 6.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.17% | $5M | 48.8K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.17% | $319,240 | 3.4K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.16% | $329,755 | 3.5K | Q1 2026 |
| ADG Wealth Management Group, LLC$145M AUM | 0.16% | $229,834 | 2.4K | Q1 2026 |
| MATAURO, LLC$692M AUM | 0.16% | $1M | 11.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.15% | $40M | 424.9K | Q1 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.15% | $308,160 | 3.4K | Q3 2025OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.15% | $278,918 | 2.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.14% | $6M | 65.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.14% | $8M | 84.7K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.12% | $118M | 1.24M | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.12% | $307,683 | 3.2K | Q1 2026 |
| O'Brien Greene & Co. Inc$353M AUM | 0.12% | $409,423 | 4.3K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.11% | $495,533 | 5.2K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.11% | $581,957 | 6.1K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.11% | $2M | 20.1K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.10% | $3M | 29.9K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.09% | $441,082 | 4.5K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.09% | $266,816 | 2.8K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.09% | $5M | 57.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.09% | $335M | 3.54M | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.08% | $27M | 284.1K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.07% | $13M | 139.5K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.07% | $3M | 32.6K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.07% | $439,503 | 4.7K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.07% | $900,882 | 9.5K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.07% | $319,808 | 3.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $14M | 148.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.07% | $2M | 17.8K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.07% | $247,428 | 2.6K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.07% | $330,343 | 3.5K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.06% | $2M | 18.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.06% | $743,052 | 8.6K | Q2 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 0.06% | $920,678 | 10.7K | Q2 2025OLDER |
| SWMG, LLC$350M AUM | 0.06% | $206,139 | 2.1K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.06% | $878,147 | 9.3K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.06% | $104,363 | 1.1K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.05% | $423,561 | 4.7K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $50M | 525.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $8M | 87.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $165M | 1.75M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $188M | 1.99M | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.05% | $11M | 112.2K | Q1 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.05% | $310,904 | 3.3K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.05% | $548,468 | 5.8K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.05% | $264,467 | 2.9K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $23M | 238.0K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.05% | $628,261 | 6.6K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.04% | $746,445 | 8.2K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 54.7K | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.04% | $100,570 | 1.2K | Q2 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.04% | $2M | 16.4K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.04% | $903,156 | 9.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.04% | $8M | 80.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 18.6K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.04% | $362,723 | 3.8K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $559,475 | 5.9K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $415,875 | 4.2K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 14.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $927,818 | 9.8K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $2M | 25.9K | Q3 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $299,117 | 3.5K | Q2 2025OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.03% | $381,770 | 3.9K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $294,330 | 3.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 21.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 20.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.03% | $27M | 282.6K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 28.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $33M | 352.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 15.1K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.03% | $838,455 | 8.9K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.03% | $879,256 | 9.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $19M | 196.6K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 13.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 18.8K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $421,518 | 4.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 88.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $4M | 45.6K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $258,518 | 2.7K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $423,338 | 4.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 84.8K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $657,006 | 6.8K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $4M | 37.0K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.02% | $39,290 | 415 | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $262,876 | 2.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 25.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $29M | 308.8K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $310,819 | 3.3K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.02% | $462,756 | 4.9K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $1M | 14.6K | Q3 2025OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.02% | $55,701 | 588 | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.02% | $249,140 | 2.6K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $238,720 | 2.5K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $209,323 | 2.3K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $583,631 | 6.2K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $785,290 | 8.3K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $702,008 | 7.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $1M | 11.3K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $209,000 | 2.2K | Q4 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $57,123 | 603 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 25.4K | Q2 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $16,388 | 173 | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $724,300 | 7.6K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 10.6K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $257,101 | 2.7K | Q1 2026 |
| HOEY INVESTMENTS, INC$693M AUM | 0.01% | $79,179 | 870 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $706,307 | 7.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $836,031 | 8.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $473,300 | 5.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $224,984 | 2.4K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $288,223 | 3.0K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $239,246 | 2.5K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $17,051 | 180 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 16.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $123M | 1.32M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 53.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 12.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $301,445 | 3.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $484,397 | 5.1K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $15,536 | 164 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $86,015 | 908 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 59.5K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $29,808 | 315 | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $240,734 | 2.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $30M | 315.7K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $32,871 | 347 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,631 | 70 | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $302,094 | 3.2K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $7,958 | 84 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $718,433 | 7.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $259,068 | 2.7K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $64,772 | 683 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $274,208 | 2.9K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 62.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 144.1K | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.00% | $3,221 | 34 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $424,044 | 4.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $77,346 | 819 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $7,749 | 82 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $2,084 | 22 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $352,114 | 3.8K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10,483 | 111 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $297,357 | 3.1K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $357,511 | 3.8K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $6,347 | 67 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $266,092 | 2.9K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $271,780 | 2.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $47,744 | 504 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 29.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $13,999 | 150 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,702 | 92 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 19.9K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $55,228 | 583 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,732 | 41 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $21,694 | 229 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $80,899 | 854 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 10.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,979 | 42 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $211,816 | 2.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $500,774 | 5.8K | Q2 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $5,101 | 52 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $15,915 | 168 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $13,641 | 144 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $20,022 | 220 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $34,020 | 359 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $459 | 5 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11,558 | 127 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4,737 | 50 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $746 | 8 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $95 | 1 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $321 | 3 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.