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Wisdomtree US Large Cap Fund (EPS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,667,746 from 1,638,719
Change+29,027 (+2%)
Value$133.3M (+$5.9M)
Filed 2026-11-06
Garrett Wealth Advisory Group, LLC
DECREASED
Shares752,239 from 752,712
Change-473 (0%)
Value$60.1M (+$1.6M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares696,839 from 7,388
Change+689,451 (+9332%)
Value$55.7M (+$55.1M)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares581,915 from 562,910
Change+19,005 (+3%)
Value$46.5M (+$2.7M)
Filed 2026-10-29
WealthPlan Investment Management, LLC
INCREASED
Shares564,250 from 516,386
Change+47,864 (+9%)
Value$45.1M (+$4.9M)
Filed 2026-10-15
Team Financial Group, LLC
DECREASED
Shares456,491 from 457,411
Change-920 (0%)
Value$36.5M (+$914.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares380,371 from 382,217
Change-1,846 (0%)
Value$30.4M (+$678.1K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
INCREASED
Shares256,802 from 233,980
Change+22,822 (+10%)
Value$20.5M (+$2.3M)
Filed 2026-11-03
Stenger Family Office, LLC
DECREASED
Shares176,982 from 184,220
Change-7,238 (-4%)
Value$14.4M (+$100.6K)
Filed 2026-10-22
Maia Wealth LLC
INCREASED
Shares166,342 from 119,691
Change+46,651 (+39%)
Value$13.3M (+$4.0M)
Filed 2026-10-19
Systelligence, LLC
INCREASED
Shares154,947 from 36,233
Change+118,714 (+328%)
Value$16.0M (+$13.2M)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares116,581 from 117,104
Change-523 (0%)
Value$9.3M (+$211.1K)
Filed 2026-10-05
WealthPLAN Partners, LLC
INCREASED
Shares96,254 from 75,492
Change+20,762 (+28%)
Value$7.7M (+$1.8M)
Filed 2026-10-15
Marietta Wealth Management, LLC
DECREASED
Shares95,022 from 99,476
Change-4,454 (-4%)
Value$7.7M (-$77.5K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares88,113 from 88,954
Change-841 (-1%)
Value$7.0M (+$124.9K)
Filed 2026-11-02
NewSquare Capital LLC
INCREASED
Shares83,783 from 81,624
Change+2,159 (+3%)
Value$6.7M (+$348.9K)
Filed 2026-11-06
TopTier Wealth Management, LLC
DECREASED
Shares79,939 from 80,257
Change-318 (0%)
Value$6.4M (+$147.9K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares75,182 from 74,209
Change+973 (+1%)
Value$6.0M (+$238.1K)
Filed 2026-11-04
WIN Advisors, Inc
NEW
Shares59,850
Change+59,850
Value$4.8M
Filed 2026-11-06
Integrity Advisory Solutions, LLC
INCREASED
Shares55,714 from 47,995
Change+7,719 (+16%)
Value$4.5M (+$720.9K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares48,000 from 50,479
Change-2,479 (-5%)
Value$3.8M (-$89.1K)
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares38,870 from 35,350
Change+3,520 (+10%)
Value$3.1M (+$357.8K)
Filed 2026-10-19
WealthPoint Financial, LLC
DECREASED
Shares37,862 from 38,025
Change-163 (0%)
Value$3.0M (+$69.1K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares37,172 from 37,449
Change-277 (-1%)
Value$3.0M (+$58.7K)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares35,316 from 35,556
Change-240 (-1%)
Value$2.8M (+$57.6K)
Filed 2026-10-05
Modera Wealth Management, LLC
UNCHANGED
Shares34,935 from 34,935
Change0 (0%)
Value$2.8M (+$75.5K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares26,455 from 26,434
Change+21 (+0%)
Value$2.1M (+$60.4K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares25,782 from 24,025
Change+1,757 (+7%)
Value$2.1M (+$192.4K)
Filed 2026-11-04
Uptick Partners, LLC
INCREASED
Shares17,042 from 16,644
Change+398 (+2%)
Value$1.4M (+$67.8K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,751 from 16,560
Change+191 (+1%)
Value$1.4M (+$51.0K)
Filed 2026-10-13
Herold Advisors, Inc.
UNCHANGED
Shares13,470 from 13,470
Change0 (0%)
Value$1.1M (+$29.9K)
Filed 2026-10-19
Beacon Financial Advisory LLC
DECREASED
Shares12,196 from 13,946
Change-1,750 (-13%)
Value$975.1K (-$109.8K)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares11,186 from 11,159
Change+27 (+0%)
Value$894.3K (+$4.0K)
Filed 2026-10-26
Family Capital Management, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$799.5K (+$21.6K)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares9,797 from 9,418
Change+379 (+4%)
Value$783.2K (+$50.6K)
Filed 2026-11-03
Essential Planning, Llc.
DECREASED
Shares9,772 from 10,012
Change-240 (-2%)
Value$781.3K (+$2.4K)
Filed 2026-10-21
Quartz Partners, LLC
INCREASED
Shares9,639 from 9,558
Change+81 (+1%)
Value$770.6K (+$27.1K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares9,242 from 12,194
Change-2,952 (-24%)
Value$738.9K (-$209.6K)
Filed 2026-10-15
Seek First Inc.
INCREASED
Shares8,826 from 8,801
Change+25 (+0%)
Value$705.6K (+$21.0K)
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares8,816 from 8,816
Change0 (0%)
Value$704.8K (+$19.0K)
Filed 2026-10-27
Melone Private Wealth, LLC
UNCHANGED
Shares8,639 from 8,639
Change0 (0%)
Value$690.7K (+$18.7K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares8,597 from 8,638
Change-41 (0%)
Value$687.4K (+$15.4K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
UNCHANGED
Shares8,575 from 8,575
Change0 (0%)
Value$685.6K (+$18.5K)
Filed 2026-11-06
Parsons Capital Management Inc
DECREASED
Shares8,513 from 8,614
Change-101 (-1%)
Value$680.6K (+$10.5K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares8,092 from 10,231
Change-2,139 (-21%)
Value$647.0K (-$148.9K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares8,029 from 8,472
Change-443 (-5%)
Value$641.9K (-$17.1K)
Filed 2026-10-16
E&G Advisors, LLC
INCREASED
Shares7,690 from 7,630
Change+60 (+1%)
Value$614.8K (+$21.3K)
Filed 2026-10-13
Uhlmann Price Securities, LLC
NEW
Shares7,592
Change+7,592
Value$607.1K
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares7,401 from 6,659
Change+742 (+11%)
Value$591.7K (+$73.7K)
Filed 2026-11-03
Redwood Financial Network Corp
DECREASED
Shares6,664 from 6,689
Change-25 (0%)
Value$532.8K (+$12.5K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,614 from 3,711
Change+2,903 (+78%)
Value$529 (-$288.5K)
Filed 2026-11-02
IFG Advisory, LLC
UNCHANGED
Shares5,936 from 5,936
Change0 (0%)
Value$474.6K (+$12.8K)
Filed 2026-11-09
Investment Partners Asset Management, Inc.
DECREASED
Shares5,915 from 6,717
Change-802 (-12%)
Value$472.9K (-$49.6K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares5,579 from 5,383
Change+196 (+4%)
Value$446.0K (+$27.3K)
Filed 2026-10-30
Optima Capital LLC
INCREASED
Shares5,367 from 5,352
Change+15 (+0%)
Value$429.1K (+$12.7K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares5,262 from 4,306
Change+956 (+22%)
Value$421 (-$334.6K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares4,943 from 4,943
Change0 (0%)
Value$395.2K (+$10.7K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares4,884 from 5,424
Change-540 (-10%)
Value$390 (-$421.6K)
Filed 2026-10-22
IFS Advisors, LLC
UNCHANGED
Shares4,793 from 4,793
Change0 (0%)
Value$383.2K (+$10.4K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares4,758 from 4,787
Change-29 (-1%)
Value$380.4K (+$8.0K)
Filed 2026-10-14
BAR Harbor Wealth Management
DECREASED
Shares4,687 from 4,723
Change-36 (-1%)
Value$374.7K (+$7.3K)
Filed 2026-10-21
Swmg, LLC
DECREASED
Shares4,539 from 6,235
Change-1,696 (-27%)
Value$363.6K (-$127.1K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$350.2K (+$9.5K)
Filed 2026-10-26
Advisor Resource Council
DECREASED
Shares4,322 from 4,378
Change-56 (-1%)
Value$350.5K (+$7.9K)
Filed 2026-11-05
CGN Advisors LLC
UNCHANGED
Shares4,210 from 4,210
Change0 (0%)
Value$336.6K (+$9.1K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares4,120 from 4,137
Change-17 (0%)
Value$329.4K (+$7.6K)
Filed 2026-10-08
Moller Wealth Partners
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$298.2K (+$8.1K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$283.4K (+$7.7K)
Filed 2026-11-02
UMB Bank, n.a.
UNCHANGED
Shares3,517 from 3,517
Change0 (0%)
Value$281.2K (+$7.6K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
INCREASED
Shares3,498 from 3,483
Change+15 (+0%)
Value$279.7K (+$8.7K)
Filed 2026-10-21
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares3,460 from 3,460
Change0 (0%)
Value$276.6K (+$7.5K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares3,098 from 3,709
Change-611 (-16%)
Value$247.7K (-$40.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares3,047 from 3,273
Change-226 (-7%)
Value$243.6K (-$11.0K)
Filed 2026-10-08
Apollon Wealth Management, LLC
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$238.4K (+$6.4K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares2,913 from 2,905
Change+8 (+0%)
Value$232.9K (+$6.9K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
DECREASED
Shares2,675 from 2,778
Change-103 (-4%)
Value$213.9K (-$2.2K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares2,605 from 2,694
Change-89 (-3%)
Value$208.3K (-$1.3K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$155.9K (+$4.2K)
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares1,726 from 1,726
Change0 (0%)
Value$138.0K (+$3.7K)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares1,221
Change+1,221
Value$120
Filed 2026-10-02
Coastline Trust Co
DECREASED
Shares1,107 from 1,230
Change-123 (-10%)
Value$88.5K (-$7.2K)
Filed 2026-10-01
Creative Financial Designs Inc
INCREASED
Shares1,013 from 994
Change+19 (+2%)
Value$81.0K (+$3.7K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$80.8K (+$2.2K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$80.0K
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$62.7K ($0)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$46.8K (+$1.3K)
Filed 2026-10-20
Reap Financial Group, LLC
DECREASED
Shares516 from 627
Change-111 (-18%)
Value$41.2K (-$7.6K)
Filed 2026-11-02
IFP Advisors, Inc
NEW
Shares243
Change+243
Value$19.4K
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares239 from 228
Change+11 (+5%)
Value$19 (+$1)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.0K (+$432)
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$9.4K (+$255)
Filed 2026-10-02
Spire Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.0K (+$216)
Filed 2026-10-30
Blue Trust, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$6.5K (+$175)
Filed 2026-10-15
Assetmark, Inc
NEW
Shares65
Change+65
Value$5.2K
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.0K (+$108)
Filed 2026-10-28
Mather Group, Llc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$720 (+$20)
Filed 2026-10-14
Fiduciary Trust Co
N/A
Shares— from 1,778,576
Change-1,778,576 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 928,869
Change-928,869 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 687,129
Change-687,129 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 664,596
Change-664,596 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 304,306
Change-304,306 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 265,154
Change-265,154 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 198,886
Change-198,886 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 175,418
Change-175,418 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 172,483
Change-172,483 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 141,071
Change-141,071 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 107,375
Change-107,375 (-100%)
Value—
UBS Group AG
N/A
Shares— from 90,272
Change-90,272 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 85,033
Change-85,033 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 79,535
Change-79,535 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 78,304
Change-78,304 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 75,686
Change-75,686 (-100%)
Value—
Towle & Co
N/A
Shares— from 61,916
Change-61,916 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 60,129
Change-60,129 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 52,053
Change-52,053 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 46,252
Change-46,252 (-100%)
Value—
Betterment LLC
N/A
Shares— from 44,201
Change-44,201 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,167
Change-44,167 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 43,057
Change-43,057 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 36,128
Change-36,128 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 31,121
Change-31,121 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 27,701
Change-27,701 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,401
Change-23,401 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,418
Change-21,418 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 21,044
Change-21,044 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,839
Change-20,839 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,928
Change-19,928 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 17,778
Change-17,778 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,961
Change-13,961 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,608
Change-13,608 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,245
Change-12,245 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,052
Change-12,052 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,024
Change-12,024 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,878
Change-11,878 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 11,149
Change-11,149 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,991
Change-4,991 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,163
Change-4,163 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 835
Change-835 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 507
Change-507 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 246
Change-246 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 231
Change-231 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 139
Change-139 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 105
Change-105 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 45
Change-45 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,667,7461,638,719+29,027+2%$127.5M$133.3M+$5.9M2026-11-06
Garrett Wealth Advisory Group, LLC
DECREASED752,239752,712-4730%$58.6M$60.1M+$1.6M2026-10-22
Lido Advisors, LLC
INCREASED696,8397,388+689,451+9332%$574.8K$55.7M+$55.1M2026-11-04
Integrity Alliance, Llc.
INCREASED581,915562,910+19,005+3%$43.8M$46.5M+$2.7M2026-10-29
WealthPlan Investment Management, LLC
INCREASED564,250516,386+47,864+9%$40.2M$45.1M+$4.9M2026-10-15
Team Financial Group, LLC
DECREASED456,491457,411-9200%$35.6M$36.5M+$914.5K2026-10-30
Kestra Advisory Services, LLC
DECREASED380,371382,217-1,8460%$29.7M$30.4M+$678.1K2026-11-02
Flagship Wealth Advisors, LLC
INCREASED256,802233,980+22,822+10%$18.2M$20.5M+$2.3M2026-11-03
Stenger Family Office, LLC
DECREASED176,982184,220-7,238-4%$14.3M$14.4M+$100.6K2026-10-22
Maia Wealth LLC
INCREASED166,342119,691+46,651+39%$9.3M$13.3M+$4.0M2026-10-19
Systelligence, LLC
INCREASED154,94736,233+118,714+328%$2.8M$16.0M+$13.2M2026-11-05
Eastern Bank
DECREASED116,581117,104-5230%$9.1M$9.3M+$211.1K2026-10-05
WealthPLAN Partners, LLC
INCREASED96,25475,492+20,762+28%$5.9M$7.7M+$1.8M2026-10-15
Marietta Wealth Management, LLC
DECREASED95,02299,476-4,454-4%$7.7M$7.7M-$77.5K2026-10-22
Creative Planning
DECREASED88,11388,954-841-1%$6.9M$7.0M+$124.9K2026-11-02
NewSquare Capital LLC
INCREASED83,78381,624+2,159+3%$6.3M$6.7M+$348.9K2026-11-06
TopTier Wealth Management, LLC
DECREASED79,93980,257-3180%$6.2M$6.4M+$147.9K2026-10-16
Citigroup Inc
INCREASED75,18274,209+973+1%$5.8M$6.0M+$238.1K2026-11-04
WIN Advisors, Inc
NEW59,850—+59,850——$4.8M—2026-11-06
Integrity Advisory Solutions, LLC
INCREASED55,71447,995+7,719+16%$3.7M$4.5M+$720.9K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED48,00050,479-2,479-5%$3.9M$3.8M-$89.1K2026-10-20
LongView Wealth Management
INCREASED38,87035,350+3,520+10%$2.7M$3.1M+$357.8K2026-10-19
WealthPoint Financial, LLC
DECREASED37,86238,025-1630%$3.0M$3.0M+$69.1K2026-11-03
Beacon Financial Group
DECREASED37,17237,449-277-1%$2.9M$3.0M+$58.7K2026-10-19
Rockland Trust Co
DECREASED35,31635,556-240-1%$2.8M$2.8M+$57.6K2026-10-05
Modera Wealth Management, LLC
UNCHANGED34,93534,93500%$2.7M$2.8M+$75.5K2026-10-28
Chicago Partners Investment Group LLC
INCREASED26,45526,434+21+0%$2.0M$2.1M+$60.4K2026-10-27
Daymark Wealth Partners, LLC
INCREASED25,78224,025+1,757+7%$1.9M$2.1M+$192.4K2026-11-04
Uptick Partners, LLC
INCREASED17,04216,644+398+2%$1.3M$1.4M+$67.8K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED16,75116,560+191+1%$1.3M$1.4M+$51.0K2026-10-13
Herold Advisors, Inc.
UNCHANGED13,47013,47000%$1.0M$1.1M+$29.9K2026-10-19
Beacon Financial Advisory LLC
DECREASED12,19613,946-1,750-13%$1.1M$975.1K-$109.8K2026-10-16
Triad Wealth Partners, LLC
INCREASED11,18611,159+27+0%$890.3K$894.3K+$4.0K2026-10-26
Family Capital Management, Inc.
UNCHANGED10,00010,00000%$777.9K$799.5K+$21.6K2026-11-03
Verus Capital Partners, LLC
INCREASED9,7979,418+379+4%$732.6K$783.2K+$50.6K2026-11-03
Essential Planning, Llc.
DECREASED9,77210,012-240-2%$778.9K$781.3K+$2.4K2026-10-21
Quartz Partners, LLC
INCREASED9,6399,558+81+1%$743.5K$770.6K+$27.1K2026-11-03
Atria Investments, Inc
DECREASED9,24212,194-2,952-24%$948.6K$738.9K-$209.6K2026-10-15
Seek First Inc.
INCREASED8,8268,801+25+0%$684.6K$705.6K+$21.0K2026-10-27
Parkside Financial Bank & Trust
UNCHANGED8,8168,81600%$685.8K$704.8K+$19.0K2026-10-27
Melone Private Wealth, LLC
UNCHANGED8,6398,63900%$672.0K$690.7K+$18.7K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED8,5978,638-410%$672.0K$687.4K+$15.4K2026-11-04
Institute for Wealth Management, Llc.
UNCHANGED8,5758,57500%$667.1K$685.6K+$18.5K2026-11-06
Parsons Capital Management Inc
DECREASED8,5138,614-101-1%$670.1K$680.6K+$10.5K2026-10-28
Commonwealth Equity Services, LLC
DECREASED8,09210,231-2,139-21%$795.9K$647.0K-$148.9K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED8,0298,472-443-5%$659.0K$641.9K-$17.1K2026-10-16
E&G Advisors, LLC
INCREASED7,6907,630+60+1%$593.5K$614.8K+$21.3K2026-10-13
Uhlmann Price Securities, LLC
NEW7,592—+7,592——$607.1K—2026-11-03
United Advisor Group, LLC
INCREASED7,4016,659+742+11%$518.0K$591.7K+$73.7K2026-11-03
Redwood Financial Network Corp
DECREASED6,6646,689-250%$520.3K$532.8K+$12.5K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED6,6143,711+2,903+78%$289.0K$529-$288.5K2026-11-02
IFG Advisory, LLC
UNCHANGED5,9365,93600%$461.8K$474.6K+$12.8K2026-11-09
Investment Partners Asset Management, Inc.
DECREASED5,9156,717-802-12%$522.5K$472.9K-$49.6K2026-10-09
Truist Financial Corp
INCREASED5,5795,383+196+4%$418.7K$446.0K+$27.3K2026-10-30
Optima Capital LLC
INCREASED5,3675,352+15+0%$416.3K$429.1K+$12.7K2026-10-29
Park Avenue Securities LLC
INCREASED5,2624,306+956+22%$335.0K$421-$334.6K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED4,9434,94300%$384.5K$395.2K+$10.7K2026-11-06
Wedbush Securities Inc
DECREASED4,8845,424-540-10%$422.0K$390-$421.6K2026-10-22
IFS Advisors, LLC
UNCHANGED4,7934,79300%$372.8K$383.2K+$10.4K2026-10-14
Focus Financial Network, Inc.
DECREASED4,7584,787-29-1%$372.4K$380.4K+$8.0K2026-10-14
BAR Harbor Wealth Management
DECREASED4,6874,723-36-1%$367.4K$374.7K+$7.3K2026-10-21
Swmg, LLC
DECREASED4,5396,235-1,696-27%$490.7K$363.6K-$127.1K2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED4,3804,38000%$340.7K$350.2K+$9.5K2026-10-26
Advisor Resource Council
DECREASED4,3224,378-56-1%$342.6K$350.5K+$7.9K2026-11-05
CGN Advisors LLC
UNCHANGED4,2104,21000%$327.5K$336.6K+$9.1K2026-10-21
CoreCap Advisors, LLC
DECREASED4,1204,137-170%$321.8K$329.4K+$7.6K2026-10-08
Moller Wealth Partners
UNCHANGED3,7303,73000%$290.2K$298.2K+$8.1K2026-10-15
Walkner Condon Financial Advisors LLC
UNCHANGED3,5453,54500%$275.8K$283.4K+$7.7K2026-11-02
UMB Bank, n.a.
UNCHANGED3,5173,51700%$273.6K$281.2K+$7.6K2026-11-06
Axxcess Wealth Management, LLC
INCREASED3,4983,483+15+0%$270.9K$279.7K+$8.7K2026-10-21
Luts & Greenleigh Group, Inc.
UNCHANGED3,4603,46000%$269.2K$276.6K+$7.5K2026-11-05
Lanark Financial, Inc.
DECREASED3,0983,709-611-16%$288.5K$247.7K-$40.8K2026-10-26
Farther Finance Advisors, LLC
DECREASED3,0473,273-226-7%$254.6K$243.6K-$11.0K2026-10-08
Apollon Wealth Management, LLC
UNCHANGED2,9822,98200%$232.0K$238.4K+$6.4K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED2,9132,905+8+0%$225.9K$232.9K+$6.9K2026-10-08
Signal Advisors Wealth, LLC
DECREASED2,6752,778-103-4%$216.1K$213.9K-$2.2K2026-10-13
RMR Wealth Builders
DECREASED2,6052,694-89-3%$209.6K$208.3K-$1.3K2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED1,9501,95000%$151.7K$155.9K+$4.2K2026-10-13
SJS Investment Consulting Inc.
UNCHANGED1,7261,72600%$134.3K$138.0K+$3.7K2026-10-26
Polaris Financial Partners
NEW1,221—+1,221——$120—2026-10-02
Coastline Trust Co
DECREASED1,1071,230-123-10%$95.7K$88.5K-$7.2K2026-10-01
Creative Financial Designs Inc
INCREASED1,013994+19+2%$77.3K$81.0K+$3.7K2026-11-04
Fifth Third Bancorp
UNCHANGED1,0111,01100%$78.6K$80.8K+$2.2K2026-11-05
Provenance Wealth Advisors, LLC
NEW1,000—+1,000——$80.0K—2026-10-30
Allworth Financial LP
UNCHANGED80680600%$62.7K$62.7K$02026-11-06
Private Trust Co NA
UNCHANGED58558500%$45.5K$46.8K+$1.3K2026-10-20
Reap Financial Group, LLC
DECREASED516627-111-18%$48.8K$41.2K-$7.6K2026-11-02
IFP Advisors, Inc
NEW243—+243——$19.4K—2026-10-16
Covestor Ltd
INCREASED239228+11+5%$18$19+$12026-10-30
Triumph Capital Management
UNCHANGED20020000%$15.6K$16.0K+$4322026-10-14
Planning Strategies Inc.
UNCHANGED11811800%$9.2K$9.4K+$2552026-10-02
Spire Wealth Management
UNCHANGED10010000%$7.8K$8.0K+$2162026-10-30
Blue Trust, Inc.
UNCHANGED818100%$6.3K$6.5K+$1752026-10-15
Assetmark, Inc
NEW65—+65——$5.2K—2026-10-21
Main Street Group, LTD
UNCHANGED505000%$3.9K$4.0K+$1082026-10-28
Mather Group, Llc.
UNCHANGED9900%$700$720+$202026-10-14
Fiduciary Trust Co
N/A—1,778,576-1,778,576-100%$138.4M———
Morgan Stanley
N/A—928,869-928,869-100%$72.3M———
Cetera Investment Advisers
N/A—687,129-687,129-100%$53.5M———
Private Advisor Group, LLC
N/A—664,596-664,596-100%$51.7M———
Financial Gravity Companies, Inc.
N/A—304,306-304,306-100%$23.7M———
IEQ Capital, LLC
N/A—265,154-265,154-100%$20.6M———
Northwestern Mutual Wealth Management Co
N/A—198,886-198,886-100%$15.5M———
Bank of America Corp
N/A—175,418-175,418-100%$13.6M———
JPMorgan Chase & Co
N/A—172,483-172,483-100%$13.4M———
Focus Partners Wealth
N/A—141,071-141,071-100%$11.0M———
Ameritas Advisory Services, LLC
N/A—107,375-107,375-100%$8.4M———
UBS Group AG
N/A—90,272-90,272-100%$7.0M———
Vista Investment Management
N/A—85,033-85,033-100%$6.6M———
BFC Planning, Inc.
N/A—79,535-79,535-100%$6.2M———
Harbour Investments, Inc.
N/A—78,304-78,304-100%$6.1M———
Wells Fargo & Company
N/A—75,686-75,686-100%$5.9M———
Towle & Co
N/A—61,916-61,916-100%$4.8M———
Jones Financial Companies Lllp
N/A—60,129-60,129-100%$4.6M———
Goldman Sachs Group Inc
N/A—52,053-52,053-100%$4.0M———
Lowe Brockenbrough & Co Inc
N/A—46,252-46,252-100%$3.6M———
Betterment LLC
N/A—44,201-44,201-100%$3.4M———
Raymond James Financial Inc
N/A—44,167-44,167-100%$3.4M———
AssuredPartners Investment Advisors, LLC
N/A—43,057-43,057-100%$3.3M———
Pine Valley Investments Ltd Liability Co
N/A—36,128-36,128-100%$2.8M———
Royal Bank of Canada
N/A—31,121-31,121-100%$2.4M———
Ameriprise Financial Inc
N/A—27,701-27,701-100%$2.2M———
Global Retirement Partners, LLC
N/A—23,401-23,401-100%$1.8M———
Advisory Alpha, LLC
N/A—22,500-22,500-100%$1.8M———
Two Sigma Investments, LP
N/A—21,500-21,500-100%$1.7M———
Envestnet Asset Management Inc
N/A—21,418-21,418-100%$1.7M———
UBS Asset Management Americas LLC
N/A—21,044-21,044-100%$1.6M———
Osaic Holdings, Inc.
N/A—20,839-20,839-100%$1.6M———
FMR LLC
N/A—19,928-19,928-100%$1.6M———
Wealthspire Advisors, LLC
N/A—17,778-17,778-100%$1.4M———
BlackRock, Inc.
N/A—13,961-13,961-100%$1.1M———
Mariner, LLC
N/A—13,608-13,608-100%$1.1M———
Savvy Advisors, Inc.
N/A—13,064-13,064-100%$1.0M———
Arkadios Wealth Advisors
N/A—12,245-12,245-100%$952.6K———
Steward Partners Investment Advisory, LLC
N/A—12,052-12,052-100%$937.5K———
Summit Financial, LLC
N/A—12,024-12,024-100%$935.3K———
Centaurus Financial, Inc.
N/A—11,878-11,878-100%$924.0K———
Mosaic Family Wealth Partners, LLC
N/A—11,149-11,149-100%$867.3K———
AQR Capital Management LLC
N/A—8,637-8,637-100%$671.9K———
Stifel Financial Corp
N/A—8,249-8,249-100%$641.7K———
Berger Financial Group, Inc
N/A—8,136-8,136-100%$632.9K———
Bouchey Financial Group, Ltd.
N/A—7,815-7,815-100%$607.9K———
Brand Asset Management Group, Inc.
N/A—7,802-7,802-100%$606.9K———
Susquehanna International Group, LLP
N/A—7,232-7,232-100%$562.6K———
Kelman-Lazarov, Inc.
N/A—6,495-6,495-100%$505.2K———
Capital Group Private Client Services, Inc.
N/A—6,433-6,433-100%$500.4K———
Tower Research Capital LLC (TRC)
N/A—6,354-6,354-100%$494.3K———
Mercer Global Advisors Inc
N/A—6,299-6,299-100%$490.0K———
Belpointe Asset Management LLC
N/A—6,098-6,098-100%$474.4K———
First Trust Advisors LP
N/A—5,598-5,598-100%$435.5K———
Integrated Wealth Concepts LLC
N/A—5,249-5,249-100%$408.3K———
Strategic Financial Concepts, LLC
N/A—5,238-5,238-100%$407.5K———
NewEdge Advisors, LLC
N/A—5,066-5,066-100%$394.1K———
MML Investors Services, LLC
N/A—4,991-4,991-100%$388.3K———
Westwood Holdings Group Inc
N/A—4,968-4,968-100%$386.5K———
Founders Financial Alliance, LLC
N/A—4,327-4,327-100%$336.6K———
Advisory Services Network, LLC
N/A—4,235-4,235-100%$329.4K———
Cerity Partners LLC
N/A—4,163-4,163-100%$323.8K———
AE Wealth Management LLC
N/A—3,910-3,910-100%$304.2K———
Mutual Advisors, LLC
N/A—3,572-3,572-100%$277.9K———
Johnson Investment Counsel Inc
N/A—3,430-3,430-100%$266.8K———
EP Wealth Advisors, LLC
N/A—3,412-3,412-100%$265.4K———
Secured Retirement Advisors, LLC
N/A—3,084-3,084-100%$239.9K———
Jane Street Group, LLC
N/A—2,818-2,818-100%$219.2K———
IMA Advisory Services, Inc.
N/A—2,226-2,226-100%$173.2K———
Nova Wealth Management, Inc.
N/A—2,042-2,042-100%$158.8K———
Rockefeller Capital Management L.P.
N/A—1,300-1,300-100%$101.1K———
Geneos Wealth Management Inc.
N/A—1,090-1,090-100%$84.8K———
Kilter Group LLC
N/A—933-933-100%$72.6K———
Ancora Advisors LLCA
N/A—835-835-100%$65.0K———
O'shaughnessy Asset Management, LLC
N/A—668-668-100%$52.0K———
Fiduciary Financial Advisors
N/A—507-507-100%$39.4K———
Meramec Financial Planners, LLC
N/A—391-391-100%$30.3K———
Vision Retirement, LLC
N/A—342-342-100%$26.6K———
MidFirst Bank
N/A—246-246-100%$19.1K———
Arax Advisory Partners
N/A—231-231-100%$18.0K———
Vanguard Advisers Inc
N/A—139-139-100%$10.8K———
Smartleaf Asset Management LLC
N/A—132-132-100%$10.2K———
Franklin Resources Inc
N/A—105-105-100%$8.2K———
SHP Wealth Management
N/A—45-45-100%$3.5K———
Darwin Wealth Management, LLC
N/A—35-35-100%$2.7K———
Showing 181 of 181 institutions