WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY)

$42.49—Stale · unknown old

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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY)

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$42.49—Stale · unknown old

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AGGY(AGGY)

AGGY

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 249 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	4.04M	Jun 30, 26	+1.66M	18.08%
LPL Financial LLC	1.48M	Jun 30, 26	-27.77K	6.60%
MERCER GLOBAL ADVISORS INC /ADV	1.33M	Jun 30, 26	+76.28K	5.97%
Savant Capital, LLC	1.14M	Jun 30, 26	+550.84K	5.09%
Prime Capital Investment Advisors, LLC	779.21K	Jun 30, 26	+103.30K	3.48%
Prestige Wealth Management Group LLC	674.99K	Jun 30, 26	-11.11K	3.02%
UBS Group AG	629.92K	Jun 30, 26	+44.99K	2.82%
HighTower Advisors, LLC	571.72K	Jun 30, 26	-55.30K	2.56%
WealthPlan Investment Management, LLC	487.68K	Jun 30, 26	-19.95K	2.18%
MORGAN STANLEY	416.81K	Jun 30, 26	+152.48K	1.86%
RAYMOND JAMES FINANCIAL INC	374.73K	Jun 30, 26	+91.39K	1.68%
FIRST FOUNDATION ADVISORS	329.83K	Jun 30, 26	+9.24K	1.47%
GSB Wealth Management, LLC	282.75K	Jun 30, 26	+17.90K	1.26%
CITIZENS FINANCIAL GROUP INC/RI	271.81K	Jun 30, 26	+4.39K	1.22%
KESTRA PRIVATE WEALTH SERVICES, LLC	268.10K	Jun 30, 26	+10.05K	1.20%
Smartleaf Asset Management LLC	251.30K	Jun 30, 26	--	1.12%
AMERIPRISE FINANCIAL INC	246.68K	Jun 30, 26	-18.11K	1.10%
FIDUCIARY FINANCIAL ADVISORS	224.61K	Jun 30, 26	+224.61K	1.00%
Cetera Investment Advisers	207.62K	Jun 30, 26	-1.77K	0.93%
Atria Investments, Inc	200.16K	Jun 30, 26	-63.33K	0.89%
Broussard Financial Group LLC	179.77K	Jun 30, 26	-3.87K	0.80%
Vestmark Advisory Solutions, Inc.	158.99K	Jun 30, 26	--	0.71%
RFG Advisory, LLC	154.21K	Jun 30, 26	+2.50K	0.69%
Private Advisor Group, LLC	142.26K	Jun 30, 26	-289.60K	0.64%
STIFEL FINANCIAL CORP	141.48K	Jun 30, 26	+5.93K	0.63%
ADVISOR GROUP HOLDINGS, INC.	136.72K	Jun 30, 26	+54.10K	0.61%
ENVESTNET ASSET MANAGEMENT INC	123.31K	Jun 30, 26	+3.59K	0.55%
WELLS FARGO & COMPANY/MN	118.99K	Jun 30, 26	+2.95K	0.53%
NBC SECURITIES, INC.	113.54K	Jun 30, 26	+6.75K	0.51%
Oxinas Partners Wealth Management LLC	112.86K	Jun 30, 26	+1.67K	0.50%
JPMORGAN CHASE & CO	107.33K	Jun 30, 26	-437	0.48%
OPTIMA CAPITAL LLC	104.00K	Jun 30, 26	+2.71K	0.46%
CAPTRUST FINANCIAL ADVISORS	82.22K	Jun 30, 26	+1.65K	0.37%
MML INVESTORS SERVICES, LLC	80.30K	Jun 30, 26	+26.09K	0.36%
Eqis Capital Management, Inc.	74.50K	Jun 30, 26	+655	0.33%
GOLDMAN SACHS GROUP INC	73.84K	Jun 30, 26	+73.84K	0.33%
Sharper & Granite LLC	71.39K	Jun 30, 26	+3.82K	0.32%
WealthPoint Financial, LLC	67.81K	Jun 30, 26	+164	0.30%
Kestra Advisory Services, LLC	66.74K	Jun 30, 26	-32.26K	0.30%
Mariner, LLC	65.63K	Jun 30, 26	-63.40K	0.29%
AMERICAN FINANCIAL & TAX STRATEGIES INC	63.93K	Jun 30, 26	+68	0.29%
Main Street Financial Solutions, LLC	62.60K	Jun 30, 26	-9.61K	0.28%
UBS ASSET MANAGEMENT AMERICAS INC	59.22K	Jun 30, 26	--	0.26%
HARBOUR INVESTMENTS, INC.	57.00K	Jun 30, 26	+1.14K	0.25%
Sanctuary Advisors, LLC	55.16K	Jun 30, 26	+21.36K	0.25%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	51.72K	Jun 30, 26	+279	0.23%
AE Wealth Management LLC	50.70K	Jun 30, 26	+3.77K	0.23%
Heck Capital Advisors, LLC	48.11K	Jun 30, 26	+48.11K	0.22%
Golden State Wealth Management, LLC	43.79K	Jun 30, 26	+2.21K	0.20%
Trilogy Capital Inc.	43.23K	Jun 30, 26	+1.16K	0.19%
JT Stratford LLC	42.73K	Jun 30, 26	+4.72K	0.19%
Betterment LLC	35.71K	Jun 30, 26	+1.86K	0.16%
Concurrent Investment Advisors, LLC	35.68K	Jun 30, 26	-12.02K	0.16%
W.H. Cornerstone Investments Inc.	31.02K	Jun 30, 26	+31.02K	0.14%
WealthPLAN Partners, LLC	31.00K	Jun 30, 26	+12.65K	0.14%
Waverly Advisors, LLC	29.47K	Jun 30, 26	+9.59K	0.13%
CI Private Wealth, LLC	29.14K	Jun 30, 26	+29.14K	0.13%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	28.86K	Jun 30, 26	+3.45K	0.13%
JAMES INVESTMENT RESEARCH INC	28.20K	Jun 30, 26	+5.03K	0.13%
Bank of New York Mellon Corp	28.20K	Jun 30, 26	+9.36K	0.13%
SEGALL BRYANT & HAMILL, LLC	27.66K	Jun 30, 26	-1.07K	0.12%
Empirical Asset Management, LLC	26.59K	Jun 30, 26	+1.48K	0.12%
Bison Wealth, LLC	25.51K	Jun 30, 26	-2.51K	0.11%
JONES FINANCIAL COMPANIES LLLP	25.02K	Jun 30, 26	+2.70K	0.11%
David Kennon Inc	24.43K	Jun 30, 26	-1.19K	0.11%
WIN ADVISORS, INC	23.90K	Jun 30, 26	+598	0.11%
Winch Advisory Services, LLC	22.54K	Jun 30, 26	+2.38K	0.10%
Symphony Financial, Ltd. Co.	21.55K	Jun 30, 26	-4.64K	0.10%
Gateway Wealth Partners, LLC	21.06K	Jun 30, 26	-22.52K	0.09%
WEBSTER BANK, N. A.	20.63K	Jun 30, 26	--	0.09%
Goldstone Financial Group, LLC	19.90K	Jun 30, 26	+278	0.09%
HOWARD BAILEY SECURITIES, LLC	19.59K	Jun 30, 26	-3.69K	0.09%
PARK AVENUE SECURITIES LLC	18.53K	Jun 30, 26	+1.40K	0.08%
DIVERSIFY WEALTH MANAGEMENT, LLC	18.33K	Jun 30, 26	+55	0.08%
Diversify Advisory Services, LLC	18.33K	Jun 30, 26	+18.33K	0.08%
Insight Advisors, LLC/ PA	17.54K	Jun 30, 26	-5.97K	0.08%
JANE STREET GROUP, LLC	17.23K	Jun 30, 26	-50.97K	0.08%
Creative Planning	17.02K	Jun 30, 26	-91	0.08%
Trinity Wealth Management, LLC	16.55K	Jun 30, 26	-1.27K	0.07%
BEACON FINANCIAL GROUP	15.78K	Jun 30, 26	+906	0.07%
Summit Financial, LLC	15.33K	Jun 30, 26	-905	0.07%
CITADEL ADVISORS LLC	15.22K	Jun 30, 26	-54.65K	0.07%
Ashton Thomas Private Wealth, LLC	14.73K	Jun 30, 26	-449	0.07%
Pinnacle Financial Group, LLC / IL	14.32K	Jun 30, 26	+267	0.06%
Farther Finance Advisors, LLC	13.93K	Jun 30, 26	+4.02K	0.06%
Barnes Wealth Management Group, Inc	13.88K	Jun 30, 26	-6.09K	0.06%
Global Retirement Partners, LLC	13.84K	Jun 30, 26	+13.84K	0.06%
Integrated Wealth Concepts LLC	13.37K	Jun 30, 26	+2.27K	0.06%
McNamara Financial Services, Inc.	13.02K	Jun 30, 26	-139	0.06%
NewSquare Capital LLC	12.95K	Jun 30, 26	+195	0.06%
Capstone Financial Advisors, Inc.	12.93K	Jun 30, 26	+142	0.06%
EJMK Ventures LLC	12.59K	Jun 30, 26	-5.32K	0.06%
Wealthcare Advisory Partners LLC	12.57K	Jun 30, 26	+47	0.06%
Worth Asset Management, LLC	12.23K	Jun 30, 26	+42	0.05%
Gallagher Fiduciary Advisors, LLC	11.91K	Jun 30, 26	+1.65K	0.05%
Beacon Financial Advisory LLC	11.83K	Jun 30, 26	-532	0.05%
TWIN CAPITAL MANAGEMENT INC	11.54K	Jun 30, 26	+11.54K	0.05%
Hopwood Nicholas Hunter	11.26K	Jun 30, 26	+1.16K	0.05%
Arkadios Wealth Advisors	11.03K	Jun 30, 26	+392	0.05%
Lionshead Wealth Management, LLC	10.75K	Jun 30, 26	-82	0.05%
PSI Advisors, LLC	10.08K	Jun 30, 26	-2.73K	0.05%
Avestar Capital, LLC	9.63K	Jun 30, 26	-5.30K	0.04%
Merit Financial Group, LLC	9.62K	Jun 30, 26	-98.41K	0.04%
Larson Financial Group LLC	9.58K	Jun 30, 26	-291	0.04%
Sun Financial Inc	9.40K	Jun 30, 26	-1.96K	0.04%
Resources Investment Advisors, LLC.	8.40K	Jun 30, 26	-763	0.04%
Advisory Solutions Group, LLC	8.00K	Jun 30, 26	+8.00K	0.04%
ALTERNA WEALTH MANAGEMENT, INC	7.97K	Jun 30, 26	--	0.04%
CVA Family Office, LLC	7.89K	Jun 30, 26	--	0.04%
Team Financial Group, LLC	7.05K	Jun 30, 26	-14	0.03%
Simplicity Wealth,LLC	6.93K	Jun 30, 26	-461	0.03%
FORM Wealth Advisors, LLC	6.89K	Jun 30, 26	+75	0.03%
United Advisor Group, LLC	6.76K	Jun 30, 26	+42	0.03%
Dynamic Advisor Solutions LLC	6.69K	Jun 30, 26	+1.30K	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.51K	Jun 30, 26	+237	0.03%
CoreCap Advisors, LLC	6.34K	Jun 30, 26	-756	0.03%
Gambit Capital Management, LLC	6.29K	Jun 30, 26	+6.29K	0.03%
Retireful, LLC	6.19K	Jun 30, 26	+6.19K	0.03%
Buckingham Strategic Partners	6.17K	Jun 30, 26	+809	0.03%
OMNI 360 Wealth, Inc.	6.17K	Jun 30, 26	+809	0.03%
Acorn Wealth Advisors, LLC	6.09K	Jun 30, 26	+6.09K	0.03%
Town Capital LLC	6.01K	Jun 30, 26	-623	0.03%
HF Advisory Group, LLC	5.84K	Jun 30, 26	+268	0.03%
CENTAURUS FINANCIAL, INC.	5.81K	Jun 30, 26	+452	0.03%
Meridian Financial, LLC	5.69K	Jun 30, 26	-193	0.03%
Western Wealth Management, LLC	5.56K	Jun 30, 26	-653	0.02%
REAP Financial Group, LLC	5.47K	Jun 30, 26	-2.27K	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	5.22K	Jun 30, 26	+5.22K	0.02%
Verdence Capital Advisors LLC	5.08K	Jun 30, 26	+27	0.02%
Quadcap Wealth Management, LLC	4.89K	Jun 30, 26	-8	0.02%
SWMG, LLC	4.73K	Jun 30, 26	-1.81K	0.02%
Redwood Investment Management, LLC	4.71K	Jun 30, 26	+4.71K	0.02%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	4.63K	Jun 30, 26	--	0.02%
EVOLUTION WEALTH MANAGEMENT INC.	3.80K	Jun 30, 26	+57	0.02%
Frazier Financial Advisors, LLC	3.63K	Jun 30, 26	--	0.02%
ROYAL BANK OF CANADA	3.30K	Jun 30, 26	+365	0.01%
Aptus Capital Advisors, LLC	2.94K	Jun 30, 26	--	0.01%
Breakwater Investment Management	2.67K	Jun 30, 26	-587	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	2.62K	Jun 30, 26	+2.62K	0.01%
SBI Securities Co., Ltd.	2.35K	Jun 30, 26	-498	0.01%
Pinnacle Bancorp, Inc.	2.06K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	1.89K	Jun 30, 26	+40	0.01%
Covestor Ltd	1.89K	Jun 30, 26	-205	0.01%
Institute for Wealth Management, LLC.	1.72K	Jun 30, 26	-3.47K	0.01%
IMA Wealth, Inc.	1.40K	Jun 30, 26	+1.40K	0.01%
Darwin Wealth Management, LLC	1.14K	Jun 30, 26	+10	0.01%
Reyes Financial Architecture, Inc.	1.02K	Jun 30, 26	-229	0.00%
Geneos Wealth Management Inc.	900	Jun 30, 26	+900	0.00%
BANK OF MONTREAL /CAN/	844	Jun 30, 26	+844	0.00%
SHP Wealth Management	692	Jun 30, 26	+3	0.00%
Key FInancial Inc	573	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	528	Jun 30, 26	-221	0.00%
Tidemark, LLC	500	Jun 30, 26	--	0.00%
IFP Advisors, Inc	491	Jun 30, 26	--	0.00%
FMR LLC	447	Jun 30, 26	+117	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	436	Jun 30, 26	-42	0.00%
Allworth Financial LP	332	Jun 30, 26	--	0.00%
Caldwell Trust Co	300	Jun 30, 26	--	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	219	Jun 30, 26	+3	0.00%
PRIVATE TRUST CO NA	209	Jun 30, 26	--	0.00%
Ameritas Advisory Services, LLC	197	Jun 30, 26	+197	0.00%
MCDONALD PARTNERS LLC	173	Jun 30, 26	+173	0.00%
Capital Investment Advisory Services, LLC	163	Jun 30, 26	-7	0.00%
Costello Asset Management, INC	139	Jun 30, 26	+1	0.00%
CITIGROUP INC	128	Jun 30, 26	-3.73K	0.00%
NBT BANK N A /NY	100	Jun 30, 26	--	0.00%
Planning Strategies Inc.	88	Jun 30, 26	+88	0.00%
Lloyd Advisory Services, LLC.	46	Jun 30, 26	-4.44K	0.00%
VANGUARD ADVISERS INC	21	Jun 30, 26	+6	0.00%
Continuum Advisory, LLC	20	Jun 30, 26	+20	0.00%
Spurstone Advisory Services, LLC	10	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	4	Jun 30, 26	+4	0.00%
EverSource Wealth Advisors, LLC	3	Jun 30, 26	--	0.00%
Baer Investment Advisory LLC	--	Jun 30, 26	-4.84K	--
VICTORY FINANCIAL GROUP, LLC	--	Jun 30, 26	-4.84K	--
Elevated Capital Advisors, LLC	--	Jun 30, 26	-169	--
Vise Technologies, Inc.	--	Jun 30, 26	-4.71K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-29.80K	--
Independent Advisor Alliance	--	Jun 30, 26	-34.39K	--
SNS Financial Group, LLC	--	Jun 30, 26	-7.29K	--
FIRST HORIZON CORP	--	Jun 30, 26	-200	--
Golden State Equity Partners	--	Jun 30, 26	-67.06K	--
GLENMEDE TRUST CO NA	--	Jun 30, 26	-1	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-172	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-4.48K	--
Advisory Services Network, LLC	--	Jun 30, 26	-190	--
IHT Wealth Management, LLC	--	Jun 30, 26	-5.21K	--
CWM, LLC	1.29M	Mar 31, 26	+48.80K	5.75%
Sunbelt Securities, Inc.	--	Mar 31, 26	-32	--
COMERICA BANK	1.85K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	405	Dec 31, 25	-5.86K	0.00%
ORG Partners LLC	--	Dec 31, 25	-9.23K	--
Defined Financial Planning LLC	152.01K	Sep 30, 25	+14.07K	0.68%
Obsidian Personal Planning Solutions LLC	5.36K	Sep 30, 25	--	0.02%
Lion Street Advisors, LLC	5.24K	Sep 30, 25	+5.24K	0.02%
AVANTAX ADVISORY SERVICES, INC.	28.32K	Jun 30, 25	-876	0.13%
My Legacy Advisors, LLC	18.95K	Jun 30, 25	-1.74K	0.08%
Atria Wealth Solutions, Inc.	12.50K	Jun 30, 25	+6.71K	0.06%
Capital A Wealth Management, LLC	286	Jun 30, 25	+286	0.00%
First Horizon Advisors, Inc.	200	Jun 30, 25	--	0.00%
Iron Horse Wealth Management, LLC	--	Jun 30, 25	-39	--
Kades & Cheifetz LLC	9.07K	Dec 31, 24	+9.07K	0.04%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-762	--
WR Wealth Planners, LLC	--	Dec 31, 24	-218	--
RAYMOND JAMES & ASSOCIATES	172.16K	Sep 30, 24	+40.17K	0.77%
Financial Planning & Information Services, Inc.	59.00K	Sep 30, 24	+1.83K	0.26%
Raymond James Financial Services Advisors, Inc.	43.52K	Sep 30, 24	-4.72K	0.19%
Peterson Financial Group, Inc.	11	Sep 30, 24	+11	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-3.14K	--
KLR INVESTMENT ADVISORS, LLC	100.55K	Mar 31, 24	-12.97K	0.45%
Cetera Advisors LLC	19.01K	Mar 31, 24	+1.21K	0.08%
Cetera Advisor Networks LLC	17.07K	Mar 31, 24	+1.27K	0.08%
Retirement Group, LLC	74	Mar 31, 24	--	0.00%
StrategIQ Financial Group, LLC	86.85K	Dec 31, 23	+10.43K	0.39%
WEALTHSOURCE PARTNERS, LLC	61.98K	Dec 31, 23	+61.98K	0.28%
3D/L Capital Management, LLC	98.59K	Sep 30, 23	-29.98K	0.44%
Truadvice, LLC	83.90K	Sep 30, 23	+44.87K	0.38%
Cornerstone Retirement Group, Inc.	--	Sep 30, 23	-6.37K	--
AJ WEALTH STRATEGIES, LLC	23.95K	Jun 30, 23	-2.18K	0.11%
Quantitative Advantage, LLC	86.27K	Mar 31, 23	+700	0.39%
Ford Financial Group, LLC	--	Mar 31, 23	-28.60K	--
S.C. Financial Services, Inc.	5.70K	Dec 31, 22	+386	0.03%
ROOSEVELT INVESTMENT GROUP LLC	76.99K	Sep 30, 22	+3.17K	0.34%
KARLINSKI ANDREW C	25.17K	Sep 30, 22	-16.00K	0.11%
MUFG Americas Holdings Corp	1.03K	Sep 30, 22	--	0.00%
Surevest, LLC	520	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-78	--
Lake Point Wealth Management	73	Jun 30, 22	--	0.00%
BIVIN & ASSOCIATES, INC.	--	Jun 30, 22	-3.65K	--
Livingston Group Asset Management CO (operating as Southport Capital Management)	47.86K	Mar 31, 22	-78.46K	0.21%
JD Financial Services Inc.	252.13K	Dec 31, 21	-3.89K	1.13%
Carroll Financial Associates, Inc.	1.52K	Dec 31, 21	+363	0.01%
NEXT Financial Group, Inc	--	Dec 31, 21	-527	--
Cardan Capital Partners, LLC	579.76K	Sep 30, 21	+2.00K	2.59%
New England Investment & Retirement Group, Inc.	144.65K	Sep 30, 21	+9.41K	0.65%
Ameritas Investment Company, LLC	36.36K	Sep 30, 21	+29.83K	0.16%
20/20 Capital Management, Inc.	--	Jun 30, 21	-8.86K	--
USCA RIA LLC	--	Jun 30, 21	-109.64K	--
OLD MISSION CAPITAL, LLC	42.70K	Dec 31, 20	+42.70K	0.19%
3D ASSET MANAGEMENT, INC	579.62K	Sep 30, 20	-46.27K	2.59%
First Allied Advisory Services, Inc.	17.73K	Sep 30, 20	+252	0.08%
Huber Financial Advisors, LLC	110.70K	Mar 31, 20	+186	0.49%
Advisor Group, Inc.	142.41K	Dec 31, 19	+26.31K	0.64%
LADENBURG THALMANN FINANCIAL SERVICES INC.	106.84K	Dec 31, 19	+37.47K	0.48%
BB&T SECURITIES, LLC	4.63K	Sep 30, 19	+4.63K	0.02%
Opes Advisors Inc	24.44K	Dec 31, 18	-129.58K	0.11%
Hefty Wealth Partners	2.26K	Mar 31, 18	+2.26K	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-10.88K	--
MSI Financial Services Inc	242	Dec 31, 16	+242	0.00%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

4.04M

Jun 30, 26

+1.66M

18.08%

LPL Financial LLC

1.48M

Jun 30, 26

-27.77K

6.60%

MERCER GLOBAL ADVISORS INC /ADV

1.33M

Jun 30, 26

+76.28K

5.97%

Savant Capital, LLC

1.14M

Jun 30, 26

+550.84K

5.09%

Prime Capital Investment Advisors, LLC

779.21K

Jun 30, 26

+103.30K

3.48%

Prestige Wealth Management Group LLC

674.99K

Jun 30, 26

-11.11K

3.02%

UBS Group AG

629.92K

Jun 30, 26

+44.99K

2.82%

HighTower Advisors, LLC

571.72K

Jun 30, 26

-55.30K

2.56%

WealthPlan Investment Management, LLC

487.68K

Jun 30, 26

-19.95K

2.18%

MORGAN STANLEY

416.81K

Jun 30, 26

+152.48K

1.86%

RAYMOND JAMES FINANCIAL INC

374.73K

Jun 30, 26

+91.39K

1.68%

FIRST FOUNDATION ADVISORS

329.83K

Jun 30, 26

+9.24K

1.47%

GSB Wealth Management, LLC

282.75K

Jun 30, 26

+17.90K

1.26%

CITIZENS FINANCIAL GROUP INC/RI

271.81K

Jun 30, 26

+4.39K

1.22%

KESTRA PRIVATE WEALTH SERVICES, LLC

268.10K

Jun 30, 26

+10.05K

1.20%

Smartleaf Asset Management LLC

251.30K

Jun 30, 26

1.12%

AMERIPRISE FINANCIAL INC

246.68K

Jun 30, 26

-18.11K

1.10%

FIDUCIARY FINANCIAL ADVISORS

224.61K

Jun 30, 26

+224.61K

1.00%

Cetera Investment Advisers

207.62K

Jun 30, 26

-1.77K

0.93%

Atria Investments, Inc

200.16K

Jun 30, 26

-63.33K

0.89%

Broussard Financial Group LLC

179.77K

Jun 30, 26

-3.87K

0.80%

Vestmark Advisory Solutions, Inc.

158.99K

Jun 30, 26

0.71%

RFG Advisory, LLC

154.21K

Jun 30, 26

+2.50K

0.69%

Private Advisor Group, LLC

142.26K

Jun 30, 26

-289.60K

0.64%

STIFEL FINANCIAL CORP

141.48K

Jun 30, 26

+5.93K

0.63%

ADVISOR GROUP HOLDINGS, INC.

136.72K

Jun 30, 26

+54.10K

0.61%

ENVESTNET ASSET MANAGEMENT INC

123.31K

Jun 30, 26

+3.59K

0.55%

WELLS FARGO & COMPANY/MN

118.99K

Jun 30, 26

+2.95K

0.53%

NBC SECURITIES, INC.

113.54K

Jun 30, 26

+6.75K

0.51%

Oxinas Partners Wealth Management LLC

112.86K

Jun 30, 26

+1.67K

0.50%

JPMORGAN CHASE & CO

107.33K

Jun 30, 26

-437

0.48%

OPTIMA CAPITAL LLC

104.00K

Jun 30, 26

+2.71K

0.46%

CAPTRUST FINANCIAL ADVISORS

82.22K

Jun 30, 26

+1.65K

0.37%

MML INVESTORS SERVICES, LLC

80.30K

Jun 30, 26

+26.09K

0.36%

Eqis Capital Management, Inc.

74.50K

Jun 30, 26

+655

0.33%

GOLDMAN SACHS GROUP INC

73.84K

Jun 30, 26

+73.84K

0.33%

Sharper & Granite LLC

71.39K

Jun 30, 26

+3.82K

0.32%

WealthPoint Financial, LLC

67.81K

Jun 30, 26

+164

0.30%

Kestra Advisory Services, LLC

66.74K

Jun 30, 26

-32.26K

0.30%

Mariner, LLC

65.63K

Jun 30, 26

-63.40K

0.29%

AMERICAN FINANCIAL & TAX STRATEGIES INC

63.93K

Jun 30, 26

+68

0.29%

Main Street Financial Solutions, LLC

62.60K

Jun 30, 26

-9.61K

0.28%

UBS ASSET MANAGEMENT AMERICAS INC

59.22K

Jun 30, 26

0.26%

HARBOUR INVESTMENTS, INC.

57.00K

Jun 30, 26

+1.14K

0.25%

Sanctuary Advisors, LLC

55.16K

Jun 30, 26

+21.36K

0.25%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

51.72K

Jun 30, 26

+279

0.23%

AE Wealth Management LLC

50.70K

Jun 30, 26

+3.77K

0.23%

Heck Capital Advisors, LLC

48.11K

Jun 30, 26

+48.11K

0.22%

Golden State Wealth Management, LLC

43.79K

Jun 30, 26

+2.21K

0.20%

Trilogy Capital Inc.

43.23K

Jun 30, 26

+1.16K

0.19%

JT Stratford LLC

42.73K

Jun 30, 26

+4.72K

0.19%

Betterment LLC

35.71K

Jun 30, 26

+1.86K

0.16%

Concurrent Investment Advisors, LLC

35.68K

Jun 30, 26

-12.02K

0.16%

W.H. Cornerstone Investments Inc.

31.02K

Jun 30, 26

+31.02K

0.14%

WealthPLAN Partners, LLC

31.00K

Jun 30, 26

+12.65K

0.14%

Waverly Advisors, LLC

29.47K

Jun 30, 26

+9.59K

0.13%

CI Private Wealth, LLC

29.14K

Jun 30, 26

+29.14K

0.13%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

28.86K

Jun 30, 26

+3.45K

0.13%

JAMES INVESTMENT RESEARCH INC

28.20K

Jun 30, 26

+5.03K

0.13%

Bank of New York Mellon Corp

28.20K

Jun 30, 26

+9.36K

0.13%

SEGALL BRYANT & HAMILL, LLC

27.66K

Jun 30, 26

-1.07K

0.12%

Empirical Asset Management, LLC

26.59K

Jun 30, 26

+1.48K

0.12%

Bison Wealth, LLC

25.51K

Jun 30, 26

-2.51K

0.11%

JONES FINANCIAL COMPANIES LLLP

25.02K

Jun 30, 26

+2.70K

0.11%

David Kennon Inc

24.43K

Jun 30, 26

-1.19K

0.11%

WIN ADVISORS, INC

23.90K

Jun 30, 26

+598

0.11%

Winch Advisory Services, LLC

22.54K

Jun 30, 26

+2.38K

0.10%

Symphony Financial, Ltd. Co.

21.55K

Jun 30, 26

-4.64K

0.10%

Gateway Wealth Partners, LLC

21.06K

Jun 30, 26

-22.52K

0.09%

WEBSTER BANK, N. A.

20.63K

Jun 30, 26

0.09%

Goldstone Financial Group, LLC

19.90K

Jun 30, 26

+278

0.09%

HOWARD BAILEY SECURITIES, LLC

19.59K

Jun 30, 26

-3.69K

0.09%

PARK AVENUE SECURITIES LLC

18.53K

Jun 30, 26

+1.40K

0.08%

DIVERSIFY WEALTH MANAGEMENT, LLC

18.33K

Jun 30, 26

+55

0.08%

Diversify Advisory Services, LLC

18.33K

Jun 30, 26

+18.33K

0.08%

Insight Advisors, LLC/ PA

17.54K

Jun 30, 26

-5.97K

0.08%

JANE STREET GROUP, LLC

17.23K

Jun 30, 26

-50.97K

0.08%

Creative Planning

17.02K

Jun 30, 26

-91

0.08%

Trinity Wealth Management, LLC

16.55K

Jun 30, 26

-1.27K

0.07%

BEACON FINANCIAL GROUP

15.78K

Jun 30, 26

+906

0.07%

Summit Financial, LLC

15.33K

Jun 30, 26

-905

0.07%

CITADEL ADVISORS LLC

15.22K

Jun 30, 26

-54.65K

0.07%

Ashton Thomas Private Wealth, LLC

14.73K

Jun 30, 26

-449

0.07%

Pinnacle Financial Group, LLC / IL

14.32K

Jun 30, 26

+267

0.06%

Farther Finance Advisors, LLC

13.93K

Jun 30, 26

+4.02K

0.06%

Barnes Wealth Management Group, Inc

13.88K

Jun 30, 26

-6.09K

0.06%

Global Retirement Partners, LLC

13.84K

Jun 30, 26

+13.84K

0.06%

Integrated Wealth Concepts LLC

13.37K

Jun 30, 26

+2.27K

0.06%

McNamara Financial Services, Inc.

13.02K

Jun 30, 26

-139

0.06%

NewSquare Capital LLC

12.95K

Jun 30, 26

+195

0.06%

Capstone Financial Advisors, Inc.

12.93K

Jun 30, 26

+142

0.06%

EJMK Ventures LLC

12.59K

Jun 30, 26

-5.32K

0.06%

Wealthcare Advisory Partners LLC

12.57K

Jun 30, 26

+47

0.06%

Worth Asset Management, LLC

12.23K

Jun 30, 26

+42

0.05%

Gallagher Fiduciary Advisors, LLC

11.91K

Jun 30, 26

+1.65K

0.05%

Beacon Financial Advisory LLC

11.83K

Jun 30, 26

-532

0.05%

TWIN CAPITAL MANAGEMENT INC

11.54K

Jun 30, 26

+11.54K

0.05%

Hopwood Nicholas Hunter

11.26K

Jun 30, 26

+1.16K

0.05%

Arkadios Wealth Advisors

11.03K

Jun 30, 26

+392

0.05%

Lionshead Wealth Management, LLC

10.75K

Jun 30, 26

-82

0.05%

PSI Advisors, LLC

10.08K

Jun 30, 26

-2.73K

0.05%

Avestar Capital, LLC

9.63K

Jun 30, 26

-5.30K

0.04%

Merit Financial Group, LLC

9.62K

Jun 30, 26

-98.41K

0.04%

Larson Financial Group LLC

9.58K

Jun 30, 26

-291

0.04%

Sun Financial Inc

9.40K

Jun 30, 26

-1.96K

0.04%

Resources Investment Advisors, LLC.

8.40K

Jun 30, 26

-763

0.04%

Advisory Solutions Group, LLC

8.00K

Jun 30, 26

+8.00K

0.04%

ALTERNA WEALTH MANAGEMENT, INC

7.97K

Jun 30, 26

0.04%

CVA Family Office, LLC

7.89K

Jun 30, 26

0.04%

Team Financial Group, LLC

7.05K

Jun 30, 26

-14

0.03%

Simplicity Wealth,LLC

6.93K

Jun 30, 26

-461

0.03%

FORM Wealth Advisors, LLC

6.89K

Jun 30, 26

+75

0.03%

United Advisor Group, LLC

6.76K

Jun 30, 26

+42

0.03%

Dynamic Advisor Solutions LLC

6.69K

Jun 30, 26

+1.30K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.51K

Jun 30, 26

+237

0.03%

CoreCap Advisors, LLC

6.34K

Jun 30, 26

-756

0.03%

Gambit Capital Management, LLC

6.29K

Jun 30, 26

+6.29K

0.03%

Retireful, LLC

6.19K

Jun 30, 26

+6.19K

0.03%

Buckingham Strategic Partners

6.17K

Jun 30, 26

+809

0.03%

OMNI 360 Wealth, Inc.

6.17K

Jun 30, 26

+809

0.03%

Acorn Wealth Advisors, LLC

6.09K

Jun 30, 26

+6.09K

0.03%

Town Capital LLC

6.01K

Jun 30, 26

-623

0.03%

HF Advisory Group, LLC

5.84K

Jun 30, 26

+268

0.03%

CENTAURUS FINANCIAL, INC.

5.81K

Jun 30, 26

+452

0.03%

Meridian Financial, LLC

5.69K

Jun 30, 26

-193

0.03%

Western Wealth Management, LLC

5.56K

Jun 30, 26

-653

0.02%

REAP Financial Group, LLC

5.47K

Jun 30, 26

-2.27K

0.02%

COMMONWEALTH EQUITY SERVICES, LLC

5.22K

Jun 30, 26

+5.22K

0.02%

Verdence Capital Advisors LLC

5.08K

Jun 30, 26

+27

0.02%

Quadcap Wealth Management, LLC

4.89K

Jun 30, 26

-8

0.02%

SWMG, LLC

4.73K

Jun 30, 26

-1.81K

0.02%

Redwood Investment Management, LLC

4.71K

Jun 30, 26

+4.71K

0.02%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

4.63K

Jun 30, 26

0.02%

EVOLUTION WEALTH MANAGEMENT INC.

3.80K

Jun 30, 26

+57

0.02%

Frazier Financial Advisors, LLC

3.63K

Jun 30, 26

0.02%

ROYAL BANK OF CANADA

3.30K

Jun 30, 26

+365

0.01%

Aptus Capital Advisors, LLC

2.94K

Jun 30, 26

0.01%

Breakwater Investment Management

2.67K

Jun 30, 26

-587

0.01%

TOUNJIAN ADVISORY PARTNERS, LLC

2.62K

Jun 30, 26

+2.62K

0.01%

SBI Securities Co., Ltd.

2.35K

Jun 30, 26

-498

0.01%

Pinnacle Bancorp, Inc.

2.06K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

1.89K

Jun 30, 26

+40

0.01%

Covestor Ltd

1.89K

Jun 30, 26

-205

0.01%

Institute for Wealth Management, LLC.

1.72K

Jun 30, 26

-3.47K

0.01%

IMA Wealth, Inc.

1.40K

Jun 30, 26

+1.40K

0.01%

Darwin Wealth Management, LLC

1.14K

Jun 30, 26

+10

0.01%

Reyes Financial Architecture, Inc.

1.02K

Jun 30, 26

-229

0.00%

Geneos Wealth Management Inc.

900

Jun 30, 26

+900

0.00%

BANK OF MONTREAL /CAN/

844

Jun 30, 26

+844

0.00%

SHP Wealth Management

692

Jun 30, 26

0.00%

Key FInancial Inc

573

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

528

Jun 30, 26

-221

0.00%

Tidemark, LLC

500

Jun 30, 26

0.00%

IFP Advisors, Inc

491

Jun 30, 26

0.00%

FMR LLC

447

Jun 30, 26

+117

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

436

Jun 30, 26

-42

0.00%

Allworth Financial LP

332

Jun 30, 26

0.00%

Caldwell Trust Co

300

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

219

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

209

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

197

Jun 30, 26

+197

0.00%

MCDONALD PARTNERS LLC

173

Jun 30, 26

+173

0.00%

Capital Investment Advisory Services, LLC

163

Jun 30, 26

-7

0.00%

Costello Asset Management, INC

139

Jun 30, 26

0.00%

CITIGROUP INC

128

Jun 30, 26

-3.73K

0.00%

NBT BANK N A /NY

100

Jun 30, 26

0.00%

Planning Strategies Inc.

Jun 30, 26

+88

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-4.44K

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+20

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Baer Investment Advisory LLC

Jun 30, 26

-4.84K

VICTORY FINANCIAL GROUP, LLC

Jun 30, 26

-4.84K

Elevated Capital Advisors, LLC

Jun 30, 26

-169

Vise Technologies, Inc.

Jun 30, 26

-4.71K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-29.80K

Independent Advisor Alliance

Jun 30, 26

-34.39K

SNS Financial Group, LLC

Jun 30, 26

-7.29K

FIRST HORIZON CORP

Jun 30, 26

-200

Golden State Equity Partners

Jun 30, 26

-67.06K

GLENMEDE TRUST CO NA

Jun 30, 26

-1

TopTier Wealth Management, LLC

Jun 30, 26

-172

Kingdom Financial Group LLC.

Jun 30, 26

-4.48K

Advisory Services Network, LLC

Jun 30, 26

-190

IHT Wealth Management, LLC

Jun 30, 26

-5.21K

CWM, LLC

1.29M

Mar 31, 26

+48.80K

5.75%

Sunbelt Securities, Inc.

Mar 31, 26

-32

COMERICA BANK

1.85K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

405

Dec 31, 25

-5.86K

0.00%

ORG Partners LLC

Dec 31, 25

-9.23K

Defined Financial Planning LLC

152.01K

Sep 30, 25

+14.07K

0.68%

Obsidian Personal Planning Solutions LLC

5.36K

Sep 30, 25

0.02%

Lion Street Advisors, LLC

5.24K

Sep 30, 25

+5.24K

0.02%

AVANTAX ADVISORY SERVICES, INC.

28.32K

Jun 30, 25

-876

0.13%

My Legacy Advisors, LLC

18.95K

Jun 30, 25

-1.74K

0.08%

Atria Wealth Solutions, Inc.

12.50K

Jun 30, 25

+6.71K

0.06%

Capital A Wealth Management, LLC

286

Jun 30, 25

+286

0.00%

First Horizon Advisors, Inc.

200

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

-39

Kades & Cheifetz LLC

9.07K

Dec 31, 24

+9.07K

0.04%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-762

WR Wealth Planners, LLC

Dec 31, 24

-218

RAYMOND JAMES & ASSOCIATES

172.16K

Sep 30, 24

+40.17K

0.77%

Financial Planning & Information Services, Inc.

59.00K

Sep 30, 24

+1.83K

0.26%

Raymond James Financial Services Advisors, Inc.

43.52K

Sep 30, 24

-4.72K

0.19%

Peterson Financial Group, Inc.

Sep 30, 24

+11

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-3.14K

KLR INVESTMENT ADVISORS, LLC

100.55K

Mar 31, 24

-12.97K

0.45%

Cetera Advisors LLC

19.01K

Mar 31, 24

+1.21K

0.08%

Cetera Advisor Networks LLC

17.07K

Mar 31, 24

+1.27K

0.08%

Retirement Group, LLC

Mar 31, 24

0.00%

StrategIQ Financial Group, LLC

86.85K

Dec 31, 23

+10.43K

0.39%

WEALTHSOURCE PARTNERS, LLC

61.98K

Dec 31, 23

+61.98K

0.28%

3D/L Capital Management, LLC

98.59K

Sep 30, 23

-29.98K

0.44%

Truadvice, LLC

83.90K

Sep 30, 23

+44.87K

0.38%

Cornerstone Retirement Group, Inc.

Sep 30, 23

-6.37K

AJ WEALTH STRATEGIES, LLC

23.95K

Jun 30, 23

-2.18K

0.11%

Quantitative Advantage, LLC

86.27K

Mar 31, 23

+700

0.39%

Ford Financial Group, LLC

Mar 31, 23

-28.60K

S.C. Financial Services, Inc.

5.70K

Dec 31, 22

+386

0.03%

ROOSEVELT INVESTMENT GROUP LLC

76.99K

Sep 30, 22

+3.17K

0.34%

KARLINSKI ANDREW C

25.17K

Sep 30, 22

-16.00K

0.11%

MUFG Americas Holdings Corp

1.03K

Sep 30, 22

0.00%

Surevest, LLC

520

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-78

Lake Point Wealth Management

Jun 30, 22

0.00%

BIVIN & ASSOCIATES, INC.

Jun 30, 22

-3.65K

Livingston Group Asset Management CO (operating as Southport Capital Management)

47.86K

Mar 31, 22

-78.46K

0.21%

JD Financial Services Inc.

252.13K

Dec 31, 21

-3.89K

1.13%

Carroll Financial Associates, Inc.

1.52K

Dec 31, 21

+363

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-527

Cardan Capital Partners, LLC

579.76K

Sep 30, 21

+2.00K

2.59%

New England Investment & Retirement Group, Inc.

144.65K

Sep 30, 21

+9.41K

0.65%

Ameritas Investment Company, LLC

36.36K

Sep 30, 21

+29.83K

0.16%

20/20 Capital Management, Inc.

Jun 30, 21

-8.86K

USCA RIA LLC

Jun 30, 21

-109.64K

OLD MISSION CAPITAL, LLC

42.70K

Dec 31, 20

+42.70K

0.19%

3D ASSET MANAGEMENT, INC

579.62K

Sep 30, 20

-46.27K

2.59%

First Allied Advisory Services, Inc.

17.73K

Sep 30, 20

+252

0.08%

Huber Financial Advisors, LLC

110.70K

Mar 31, 20

+186

0.49%

Advisor Group, Inc.

142.41K

Dec 31, 19

+26.31K

0.64%

LADENBURG THALMANN FINANCIAL SERVICES INC.

106.84K

Dec 31, 19

+37.47K

0.48%

BB&T SECURITIES, LLC

4.63K

Sep 30, 19

+4.63K

0.02%

Opes Advisors Inc

24.44K

Dec 31, 18

-129.58K

0.11%

Hefty Wealth Partners

2.26K

Mar 31, 18

+2.26K

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-10.88K

MSI Financial Services Inc

242

Dec 31, 16

+242

0.00%