Wisdomtree Floating Rate TreUSFRETF
13F holders, Q1 2026 (March 31)605holders +12
56new positions
41sold out
3famous investors
$49.90avg. 13F price*
At the end of Q1 2026, 605 institutions reported holding Wisdomtree Floating Rate Tre (USFR) in their 13F filings, up 12 from Q4 2025. 56 opened new positions and 41 sold out. The largest holders were Morgan Stanley ($878.0M), Bank of America Corp. ($802.1M) and LPL Financial LLC ($642.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Floating Rate Tre
- CUSIP
- 97717Y527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $221.8M |
| Exits | 41 | $61.3M |
All 13F filers, Q4 2025 → Q1 2026: 24,747,635 shares bought and 14,600,387 shares sold, net +10,147,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 605 holders
| Morgan Stanley | 0.05% | Add +4.7% | 17,440,508 | $878.0M |
| Bank of America Corp. | 0.06% | Add +10.8% | 15,934,091 | $802.1M |
| LPL Financial LLC | 0.17% | Reduce -0.7% | 12,759,066 | $642.3M |
| Summit Trail Advisors, LLC | 7.16% | Add +15.5% | 9,927,563 | $499.8M |
| NewEdge Wealth, LLC | 4.59% | Reduce -8.4% | 7,632,376 | $384.2M |
| Raymond James Financial Inc. | 0.11% | Reduce -0.9% | 7,040,261 | $354.4M |
| Captrust Financial Advisors | 0.46% | Reduce -27.0% | 5,254,391 | $264.5M |
| BIP Wealth, LLC | 10.44% | Reduce -3.9% | 5,099,716 | $256.7M |
| UBS Group AG | 0.05% | Reduce -9.6% | 5,091,228 | $256.3M |
| Wells Fargo & Company | 0.04% | Add +18.1% | 3,939,267 | $198.3M |
| Ameriprise Financial Inc. | 0.04% | Add +19.9% | 3,827,440 | $193.1M |
| Royal Bank of Canada | 0.03% | Reduce -10.4% | 2,815,078 | $141.7M |
| Serenus Wealth Advisors, LLC | 24.28% | Reduce -7.1% | 2,418,262 | $121.7M |
| HighTower Advisors, LLC | 0.13% | Reduce -1.6% | 2,340,291 | $117.8M |
| Private Advisor Group, LLC | 0.55% | Add +16.4% | 2,316,049 | $116.6M |
| Kestra Advisory Services, LLC | 0.38% | Add +78.3% | 2,009,823 | $101.2M |
| IHT Wealth Management, LLC | 2.09% | Reduce -7.0% | 1,781,664 | $89.7M |
| Osaic Holdings, Inc. | 0.13% | Add +3.9% | 1,708,924 | $86.0M |
| Cetera Investment Advisers | 0.09% | Reduce -22.1% | 1,708,823 | $86.0M |
| Morton Capital Management LLC | 12.56% | Add +1.2% | 1,677,866 | $84.5M |
| Rockefeller Capital Management L.P. | 0.14% | Add +18.2% | 1,527,134 | $76.9M |
| Cardinal Point Capital Management ULC | 4.55% | Add +2.6% | 1,474,438 | $74.2M |
| Global View Capital Management LLC | 18.41% | Add +23.8% | 1,377,489 | $69.3M |
| SKY-Mountain Capital Management, Inc. | 45.96% | Add +2.4% | 1,272,541 | $64.1M |
| DAVENPORT & Co LLC | 0.35% | Add +0.8% | 1,265,991 | $63.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +34.3% | 1,261,965 | $63.5M |
| Knightsbridge Asset Management, LLC | 8.45% | Reduce -33.4% | 1,238,547 | $62.3M |
| Bank of New York Mellon Corp | 0.01% | Add +35.5% | 1,171,030 | $58.9M |
| Fourpath Capital Management, LLC | 8.41% | New | 1,164,700 | $58.6M |
| Ausdal Financial Partners, Inc. | 2.52% | Add +68.6% | 1,120,648 | $56.4M |
| Stifel Financial Corp. | 0.05% | Add +33.6% | 1,107,390 | $55.7M |
| Stenger Family Office, LLC | 8.97% | New | 1,009,122 | $50.8M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +15.7% | 961,440 | $48.4M |
| Encompass More Asset Management | 7.91% | Add +54.3% | 930,640 | $46.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.5% | 930,289 | $46.8M |
| NewEdge Advisors, LLC | 0.17% | Add +363.1% | 922,353 | $46.4M |
| McGuire Investment Group, LLC | 5.09% | Add +13.8% | 895,079 | $45.1M |
| Lido Advisors, LLC | 0.18% | Reduce -18.2% | 894,474 | $45.0M |
| Vertex Planning Partners, LLC | 8.74% | Add +72.6% | 894,095 | $45.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -15.1% | 889,472 | $44.8M |
| Mission Wealth Management, LP | 0.92% | Add +24.6% | 868,238 | $43.7M |
| Blair William & Co. | 0.12% | Reduce -6.6% | 861,142 | $43.3M |
| Lunt Capital Management, Inc. | 16.46% | Reduce -4.6% | 851,899 | $42.9M |
| Exit Wealth Advisors, LLC. | 21.61% | Add +480.1% | 832,449 | $41.9M |
| Mraz, Amerine & Associates, Inc. | 6.11% | Add +14.4% | 822,468 | $41.4M |
| Kestra Private Wealth Services, LLC | 0.50% | Reduce -4.3% | 810,901 | $40.8M |
| Wealthspire Advisors, LLC | 0.32% | Reduce -31.0% | 809,798 | $40.8M |
| Capital Planning Advisors, LLC | 5.88% | Add +25.9% | 807,604 | $40.7M |
| Farther Finance Advisors, LLC | 0.37% | Add +179.3% | 778,937 | $39.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.4% | 776,241 | $39.1M |
| Clear Creek Financial Management, LLC | 2.98% | Add +856.4% | 772,932 | $38.9M |
| Independent Advisor Alliance | 0.42% | New | 769,824 | $38.8M |
| AlphaCore Capital LLC | 0.91% | Reduce -3.1% | 764,110 | $38.5M |
| Cresset Asset Management, LLC | 0.16% | Add +427.9% | 743,381 | $37.4M |
| Arkadios Wealth Advisors | 0.61% | Add +237.6% | 735,163 | $37.0M |
| Disciplina Capital Management LLC | 3.55% | Add +46.4% | 665,797 | $33.5M |
| Level Four Advisory Services, LLC | 1.08% | Add +2.1% | 653,878 | $32.9M |
| Wealthcare Capital Partners, LLC | 15.36% | Reduce -10.3% | 651,298 | $32.8M |
| Uniplan Investment Counsel, Inc. | 3.47% | Add +164.3% | 649,711 | $32.7M |
| Mariner, LLC | 0.04% | Add +157.3% | 627,323 | $31.6M |
| Assetmark, Inc. | 0.06% | Add +2.0% | 623,069 | $31.4M |
| WCG Wealth Advisors LLC | 0.87% | Add +64.7% | 616,330 | $31.0M |
| Integrity Alliance, Llc. | 1.15% | Reduce -0.4% | 599,018 | $30.2M |
| Inspire Advisors, LLC | 2.42% | Add +7.7% | 590,380 | $29.7M |
| Carmel Capital Partners, LLC | 10.48% | Add +3.9% | 576,938 | $29.0M |
| Sykon Capital LLC | 9.42% | Add +175.6% | 561,762 | $28.3M |
| Hollencrest Capital Management | 1.02% | Add +5263.5% | 546,971 | $27.5M |
| Gladstone Institutional Advisory LLC | 1.00% | Reduce -48.4% | 538,649 | $27.1M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Add +43.5% | 527,514 | $26.6M |
| Stonebridge Financial Group, LLC | 2.17% | Reduce -25.1% | 524,779 | $26.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +15.9% | 522,522 | $26.3M |
| &partners | 0.13% | Add +15.7% | 502,451 | $25.3M |
| Elevation Point Wealth Partners, LLC | 0.59% | Add +35.2% | 495,884 | $25.0M |
| United Asset Strategies, Inc. | 1.93% | Add +13.7% | 482,711 | $24.3M |
| Uptick Partners, LLC | 4.78% | Reduce -19.7% | 475,638 | $23.9M |
| Client First Capital LLC | 10.37% | Add +3.8% | 468,583 | $23.6M |
| Stonebridge Wealth Management, LLC | 22.39% | Add +3.2% | 463,001 | $23.3M |
| Moulton Wealth Management, Inc. | 15.61% | New | 455,153 | $22.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Add +20.4% | 445,184 | $22.4M |
| Uhlmann Price Securities, LLC | 1.49% | Reduce -5.8% | 438,370 | $22.2M |
| Sanctuary Advisors, LLC | 0.12% | Add +33.5% | 435,187 | $21.9M |
| Melone Private Wealth, LLC | 8.75% | Reduce -0.8% | 425,768 | $21.4M |
| Webster Bank, N. A. | 2.00% | Reduce -2.6% | 418,825 | $21.1M |
| New Perspectives, Inc | 7.26% | Reduce -0.1% | 416,317 | $21.0M |
| Team Financial Group, LLC | 9.08% | Reduce -12.6% | 397,299 | $20.0M |
| Aptus Capital Advisors, LLC | 0.17% | Reduce -0.3% | 394,137 | $19.8M |
| Jones Financial Companies LLLP | 0.01% | Add +33.9% | 391,879 | $19.7M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +7.5% | 388,807 | $19.6M |
| Merit Financial Group, LLC | 0.14% | Add +41.9% | 380,923 | $19.2M |
| Bonfire Financial | 14.23% | Add +17.4% | 375,546 | $18.9M |
| Broussard Financial Group LLC | 15.02% | Add +8.7% | 372,953 | $18.8M |
| Etesian Wealth Advisors, Inc. | 5.80% | Reduce -14.5% | 361,062 | $18.2M |
| Catalina Capital Group, LLC | 11.09% | Reduce -3.9% | 359,264 | $18.1M |
| Wealthcare Advisory Partners LLC | 0.35% | Add +8.1% | 357,790 | $18.0M |
| Leo Wealth, LLC | 1.27% | Reduce -24.4% | 344,162 | $17.5M |
| Mercer Global Advisors Inc. | 0.03% | Add +8.0% | 345,770 | $17.4M |
| Stonekeep Investments, LLC | 10.86% | Reduce -18.1% | 332,865 | $16.8M |
| Eaton Financial Holdings Company, LLC | 5.33% | Add +50.8% | 323,506 | $16.3M |
| Hamilton Wealth, LLC | 3.15% | Add +258.7% | 321,804 | $16.2M |
| Rare Wolf Capital LLC | 10.43% | Add +6.3% | 319,962 | $16.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -58.8% | 313,738 | $15.8M |
| MML Investors Services, LLC | 0.04% | Reduce -3.9% | 312,861 | $15.7M |
| Arta Finance Wealth Management LLC | 7.78% | Add +17.2% | 312,843 | $15.7M |
| Cwm, LLC | 0.04% | Reduce -16.7% | 312,640 | $15.7M |
| Howard Capital Management, LLC | 0.26% | Add +2.1% | 2,059,340 | $15.6M |
| Fortune Financial Group, Inc. | 13.95% | Add +96.8% | 307,754 | $15.5M |
| Reyes Financial Architecture, Inc. | 12.65% | Reduce -2.3% | 307,503 | $15.5M |
| Financial Security Advisor, Inc. | 2.82% | Reduce -3.1% | 304,532 | $15.3M |
| Goldenstone Wealth Management LLC | 11.04% | Add +4.8% | 301,578 | $15.2M |
| Modern Wealth Management, LLC | 0.26% | Reduce -1.3% | 301,496 | $15.2M |
| BlackDiamond Wealth Management, LLC | 7.23% | Add +100.8% | 297,875 | $15.0M |
| Napier Financial, LLC | 3.41% | Add +7.4% | 295,493 | $14.9M |
| Sharper & Granite LLC | 5.07% | Reduce -12.1% | 294,645 | $14.8M |
| Regimen Wealth, LLC | 4.32% | Reduce -31.4% | 293,886 | $14.8M |
| MAI Capital Management | 0.08% | Add +4.2% | 292,783 | $14.7M |
| Headland Capital, LLC | 4.07% | Add +2.8% | 287,202 | $14.5M |
| Envision Financial LLC | 7.73% | Reduce -15.4% | 285,395 | $14.4M |
| Mueller Wealth, LLC | 11.43% | Add +6.3% | 284,750 | $14.3M |
| Pallas Capital Advisors LLC | 0.52% | Reduce -12.7% | 277,181 | $14.0M |
| Guardian Wealth Advisors, LLC / NC | 0.88% | Reduce -36.9% | 275,161 | $13.9M |
| Permanent Capital Management, LP | 2.15% | Reduce -21.1% | 274,856 | $13.8M |
| Baird Financial Group, Inc. | 0.02% | Add +140.6% | 272,570 | $13.7M |
| Cary Street Partners Financial LLC | 0.34% | Reduce -13.4% | 271,698 | $13.7M |
| Grey Ledge Advisors, LLC | 3.07% | Reduce -0.7% | 270,133 | $13.6M |
| Calton & Associates, Inc. | 1.95% | Reduce -8.8% | 269,716 | $13.6M |
| Intrua Financial, LLC | 1.43% | Add +4.3% | 265,065 | $13.3M |
| Cassia Capital Partners, LLC | 6.86% | Reduce -2.7% | 264,778 | $13.3M |
| Alpine Bank Wealth Management | 1.94% | Reduce -73.8% | 264,707 | $13.3M |
| Parisi Gray Wealth Management | 3.17% | Add +2.8% | 264,070 | $13.3M |
| Procyon Advisors, LLC | 0.65% | Add +26.2% | 262,511 | $13.2M |
| Vantage Point Financial LLC | 4.58% | Add +207.5% | 258,922 | $13.0M |
| Tower Research Capital LLC (TRC) | 0.34% | Reduce -59.7% | 258,347 | $13.0M |
| Tectonic Advisors LLC | 0.66% | Add +11.0% | 246,746 | $12.4M |
| Lauer Wealth, LLC | 9.88% | Reduce -12.4% | 244,879 | $12.3M |
| Leibman Financial Services, Inc. | 9.04% | Reduce -17.3% | 244,499 | $12.3M |
| Acorn Creek Capital LLC | 4.30% | Reduce -0.5% | 239,376 | $12.1M |
| HighPoint Advisor Group LLC | 0.50% | Reduce -0.3% | 239,275 | $12.0M |
| Allen Capital Group, LLC | 1.08% | Reduce -10.6% | 238,214 | $12.0M |
| Castle Rock Wealth Management, LLC | 2.58% | Reduce -4.5% | 236,931 | $11.9M |
| Vigilare Wealth Management | 3.99% | Add +2883.2% | 234,750 | $11.8M |
| Christian Investment Advisors, Inc. | 7.33% | Reduce -23.3% | 230,445 | $11.6M |
| WT Wealth Management | 3.31% | Add +11.9% | 221,260 | $11.1M |
| Ascentis Independent Advisors | 0.82% | Add +4139.5% | 214,730 | $10.8M |
| Keebeck Wealth Management | 1.20% | Add +29.0% | 211,979 | $10.7M |
| Family Legacy Financial Solutions, LLC | 8.61% | Reduce -35.3% | 210,687 | $10.6M |
| Milestone Investment Advisors LLC | 2.53% | Reduce -0.3% | 207,782 | $10.5M |
| Haven Private, LLC | 4.47% | Reduce -17.6% | 203,798 | $10.3M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -7.0% | 203,054 | $10.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 200,000 | $10.1M |
| Nvwm, LLC | 2.24% | Reduce -3.6% | 199,765 | $10.1M |
| Capital Management Corp. | 1.68% | Reduce -8.5% | 195,251 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -19.5% | 192,431 | $9.7M |
| Sfm, LLC | 5.63% | Add +1.6% | 184,965 | $9.3M |
| Wealthcare Capital Management LLC | 0.93% | Add +46.8% | 184,836 | $9.3M |
| Anderson Hoagland & Co. | 0.80% | Reduce -3.2% | 184,627 | $9.3M |
| Warner Group LLC | 6.03% | Add +5.4% | 183,374 | $9.2M |
| Invenio Wealth Partners LLC | 3.58% | Reduce -1.6% | 178,971 | $9.0M |
| Equitable Holdings, Inc. | 0.06% | Reduce -7.5% | 178,840 | $9.0M |
| Ankerstar Wealth, LLC | 9.30% | Reduce -2.2% | 175,039 | $8.8M |
| Flagship Harbor Advisors, LLC | 0.39% | Reduce -16.1% | 174,287 | $8.8M |
| HUB Investment Partners, LLC | 0.21% | Reduce -11.0% | 172,125 | $8.7M |
| AlTi Global, Inc. | 0.18% | No change | 165,095 | $8.3M |
| Stephens Inc. | 0.10% | Reduce -37.5% | 161,111 | $8.1M |
| Transcendent Capital Group LLC | 3.68% | New | 160,328 | $8.1M |
| Mason & Associates Inc | 1.55% | Reduce -22.3% | 158,697 | $8.0M |
| Ares Financial Consulting, LLC | 6.21% | Add +9.9% | 156,923 | $7.9M |
| Elmwood Wealth Management, Inc. | 2.16% | Add +66.0% | 155,364 | $7.8M |
| Laurel Wealth Advisors LLC | 0.76% | Reduce -5.8% | 151,841 | $7.7M |
| Focus Partners Wealth | 0.01% | Add +2.9% | 150,935 | $7.6M |
| Sanchez Wealth Management Group | 1.64% | Add +5.8% | 150,935 | $7.6M |
| Cerity Partners LLC | 0.01% | Add +22.0% | 146,461 | $7.4M |
| Belpointe Asset Management LLC | 0.27% | Add +25.9% | 145,414 | $7.3M |
| Founders Financial Securities LLC | 0.41% | Add +19.1% | 144,075 | $7.3M |
| Reality Financial Planning Services, LLC | 6.92% | Add +11.3% | 142,494 | $7.2M |
| Prime Capital Investment Advisors, LLC | 0.08% | New | 138,562 | $7.0M |
| Advisory Services Network, LLC | 0.09% | Add +26.5% | 138,223 | $7.0M |
| Total Clarity Wealth Management, Inc. | 1.62% | Add +0.1% | 136,982 | $6.9M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -1.0% | 136,841 | $6.9M |
| Wealthfront Advisers LLC | 0.01% | Add +37.5% | 135,765 | $6.8M |
| Cabot Wealth Management Inc. | 0.77% | Add +8.4% | 133,059 | $6.7M |
| Capital Investment Advisory Services, LLC | 0.48% | Add +5.1% | 129,696 | $6.5M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.2% | 128,831 | $6.5M |
| BFI Wealth Solutions, LLC | 6.17% | Reduce -43.5% | 127,829 | $6.4M |
| Daviman Financial, LLC | 3.66% | No change | 122,966 | $6.2M |
| Town Capital LLC | 4.97% | Add +27.7% | 121,979 | $6.1M |
| Compound Planning, Inc. | 0.19% | Add +296.7% | 119,503 | $6.0M |
| Gateway Wealth Partners, LLC | 0.23% | Add +99.0% | 117,914 | $5.9M |
| Warren Street Wealth Advisors, LLC | 1.50% | Reduce -2.1% | 116,816 | $5.9M |
| IFP Advisors, Inc | 0.12% | Add +154.4% | 116,396 | $5.9M |
| F&V Capital Management, LLC | 1.23% | Add +24.9% | 115,511 | $5.8M |
| Cypress Capital, LLC | 1.63% | Reduce -79.9% | 113,716 | $5.7M |
| TD Capital Management LLC | 0.51% | Reduce -20.6% | 113,656 | $5.7M |
| Retirement Capital Strategies | 2.14% | Add +119.4% | 112,397 | $5.7M |
| Independent Wealth Advisors LLC | 5.51% | Reduce -18.5% | 111,534 | $5.6M |
| Greenwich Wealth Management LLC | 0.23% | Add +27.3% | 111,278 | $5.6M |
| Argo Wealth Advisory, LLC | 3.28% | Add +5.7% | 111,097 | $5.6M |
| Hobart Private Capital, LLC | 1.09% | Add +5.4% | 110,183 | $5.5M |
| Second Line Capital, LLC | 1.04% | Add +12.3% | 109,126 | $5.5M |
| Friedenthal Financial | 2.73% | Add +371.8% | 108,067 | $5.4M |
| Capital Analysts, LLC | 0.14% | Add +14.8% | 107,911 | $5.4M |
| LWM Advisory Services, LLC | 5.78% | Add +16.2% | 107,469 | $5.4M |
| Optivise Advisory Services LLC | 3.26% | New | 106,875 | $5.4M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -0.9% | 105,562 | $5.3M |
| Silver Oak Securities, Incorporated | 0.39% | Reduce -4.0% | 105,051 | $5.3M |
| Guided Capital Wealth Management, LLC | 3.44% | Reduce -61.3% | 103,599 | $5.2M |
| StoneX Group Inc. | 0.27% | Add +7.5% | 97,996 | $4.9M |
| Yoder Wealth Management, Inc. | 2.20% | Add +3.4% | 95,923 | $4.8M |
| Cim, LLC | 0.67% | Add +1.1% | 92,133 | $4.6M |
| Ellevest, Inc. | 0.63% | Reduce -9.9% | 90,267 | $4.5M |
| Edgestream Partners, L.P. | 0.15% | Add +65.4% | 88,735 | $4.5M |
| Pinnacle Associates Ltd. | 0.06% | Add +42.9% | 88,527 | $4.5M |
| Curran Financial Partners, LLC | 0.79% | Reduce -19.2% | 87,899 | $4.4M |
| Woodard & Co. Asset Management Group Inc. | 0.70% | Reduce -4.9% | 86,891 | $4.4M |
| Charis Legacy Partners, LLC | 6.37% | Add +0.6% | 86,472 | $4.4M |
| Western Wealth Management, LLC | 0.16% | Reduce -15.6% | 85,600 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -31.0% | 85,178 | $4.3M |
| Centennial Bank | 1.53% | Add +514.1% | 84,888 | $4.3M |
| Activest Wealth Management | 0.74% | Reduce -29.1% | 83,209 | $4.2M |
| First Financial Group Corp | 3.36% | Reduce -1.5% | 81,624 | $4.1M |
| M Wealth Management, LLC | 3.45% | Add +0.6% | 81,328 | $4.1M |
| Golden State Wealth Management, LLC | 0.44% | Reduce -23.9% | 80,626 | $4.1M |
| Andina Capital Management, LLC | 3.62% | Reduce -49.6% | 80,071 | $4.0M |
| Mather Group, Llc. | 0.04% | Add +749.2% | 79,530 | $4.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.27% | Add +106.0% | 77,959 | $3.9M |
| JT Stratford LLC | 0.49% | Add +15.1% | 76,946 | $3.9M |
| Focus Financial Network, Inc. | 0.14% | Reduce -12.1% | 76,834 | $3.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Add +240.1% | 75,007 | $3.8M |
| Ameritas Advisory Services, LLC | 0.15% | Add +4.5% | 74,882 | $3.8M |
| Beacon Financial Group | 0.38% | Reduce -6.1% | 74,728 | $3.8M |
| Mgo One Seven LLC | 0.08% | New | 74,580 | $3.8M |
| Summit Financial, LLC | 0.05% | Add +47.0% | 74,407 | $3.7M |
| Kane Co Wealth Management, Inc. | 3.14% | Reduce -1.5% | 74,083 | $3.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +180.2% | 73,684 | $3.7M |
| GreatBanc Trust CO | 2.57% | Add +126.4% | 73,081 | $3.7M |
| GatePass Capital, LLC | 1.82% | Reduce -4.0% | 73,000 | $3.7M |
| Sankala Group LLC | 3.01% | Add +98.7% | 72,874 | $3.7M |
| Global Assets Advisory, LLC | 1.04% | Add +62.1% | 72,319 | $3.6M |
| Avidian Wealth Enterprises, LLC | 0.12% | Add +1.4% | 72,223 | $3.6M |
| Bravias Capital Group, LLC | 2.38% | Add +37.6% | 72,181 | $3.6M |
| Cascades Capital Asset Management, LLC | 1.53% | Reduce -39.6% | 71,642 | $3.6M |
| OakTrust Wealth Advisors, LLC | 3.19% | Reduce -10.8% | 69,621 | $3.5M |
| Mattern Capital Management, LLC | 0.41% | New | 68,713 | $3.5M |
| Fortis Group Advisors, LLC | 0.55% | Add +33.0% | 66,479 | $3.3M |
| Ashton Thomas Securities, LLC | 0.42% | New | 65,973 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +74.3% | 65,233 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Reduce -19.5% | 65,131 | $3.3M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.0% | 63,786 | $3.2M |
| Novem Group | 0.37% | Reduce -36.1% | 63,283 | $3.2M |
| Financially in Tune, LLC | 2.73% | Add +0.3% | 63,162 | $3.2M |
| Money Concepts Capital Corp. | 0.18% | Add +1.7% | 63,081 | $3.2M |
| Conservest Capital Advisors, Inc. | 0.29% | Add +562.1% | 63,034 | $3.2M |
| Ethos Financial Group, LLC | 0.23% | Reduce -29.0% | 61,793 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -2.4% | 61,589 | $3.1M |
| NorthRock Partners, LLC | 0.05% | Reduce -5.2% | 61,409 | $3.1M |
| Quantinno Capital Management LP | 0.01% | Add +152.8% | 60,995 | $3.1M |
| Addison Advisors LLC | 0.67% | Reduce -12.1% | 59,823 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Add +13.8% | 59,402 | $3.0M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -29.6% | 59,049 | $3.0M |
| Pasadena Private Wealth, LLC | 0.40% | Add +73.4% | 57,547 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +3.6% | 57,095 | $2.9M |
| Smart Money Group LLC | 0.83% | Reduce -10.9% | 56,732 | $2.9M |
| Strategic Financial Concepts, LLC | 0.68% | Add +42.4% | 54,751 | $2.8M |
| Fermata Advisors, LLC | 0.61% | Add +44.6% | 54,249 | $2.7M |
| RFG Advisory, LLC | 0.05% | Reduce -2.3% | 54,130 | $2.7M |
| Whalen Wealth Management Inc. | 1.44% | New | 53,317 | $2.7M |
| Nwam LLC | 0.15% | Reduce -0.5% | 52,748 | $2.7M |
| PFG Advisors | 0.13% | Reduce -10.7% | 52,445 | $2.6M |
| Comprehensive Money Management Services LLC | 1.71% | Add +24.4% | 51,890 | $2.6M |
| Middleton & Co. Inc. | 0.30% | Reduce -3.5% | 51,681 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.22% | Add +0.3% | 51,641 | $2.6M |
| Strategic Wealth Partners, Ltd. | 0.18% | Reduce -1.0% | 51,366 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.9% | 49,490 | $2.5M |
| Sfmg, LLC | 0.17% | No change | 49,340 | $2.5M |
| Nemes Rush Group LLC | 0.24% | Reduce -40.7% | 49,304 | $2.5M |
| Trustmark Bank Trust Department | 0.16% | Add +1.0% | 48,618 | $2.4M |
| Alpha Zero LLC | 1.24% | Reduce -87.8% | 48,615 | $2.4M |
| Sowell Financial Services LLC | 0.09% | Reduce -0.6% | 48,600 | $2.4M |
| National Wealth Management Group, LLC | 0.91% | Add +28.8% | 48,449 | $2.4M |
| Creative Planning | 0.00% | Add +86.1% | 48,176 | $2.4M |
| Portland Financial Advisors Inc | 4.95% | Add +2.6% | 47,281 | $2.4M |
| Aspetuck Financial Management LLC | 1.61% | Reduce -15.0% | 46,560 | $2.3M |
| Euro Pacific Asset Management, LLC | 0.23% | Add +402.4% | 46,266 | $2.3M |
| Manhattan West Asset Management, LLC | 0.44% | Reduce -35.5% | 44,499 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.24% | Add +47.2% | 44,468 | $2.2M |
| Forefront Wealth Partners, LLC | 0.90% | Add +0.1% | 42,914 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -9.9% | 42,803 | $2.2M |
| Optima Capital LLC | 1.00% | Reduce -12.4% | 42,783 | $2.2M |
| GTS Financial, LLC | 1.69% | — | 42,372 | $2.1M |
| Legacy Wealth Asset Management, LLC | 0.52% | Add +12.3% | 42,234 | $2.1M |
| Westmount Partners, LLC | 0.52% | Add +0.1% | 42,126 | $2.1M |
| AQR Capital Management | 0.00% | Add +324.9% | 41,593 | $2.1M |
| Smartleaf Asset Management LLC | 0.08% | Add +11.7% | 41,428 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -49.2% | 41,369 | $2.1M |
| Private Trust Co. NA | 0.18% | Add +19.6% | 40,980 | $2.1M |
| Columbia Advisory Partners LLC | 1.31% | New | 40,836 | $2.1M |
| Granite Islands Private Wealth, LLC | 1.87% | Add +152.8% | 40,376 | $2.0M |
| Avaii Wealth Management, LLC | 0.71% | Reduce -9.5% | 40,267 | $2.0M |
| Denver Wealth Management, Inc. | 0.69% | Reduce -20.6% | 39,931 | $2.0M |
| Bedell Frazier Investment Counselling, LLC | 0.40% | Add +8.9% | 39,186 | $2.0M |
| Landaas & Co. /Wi | 0.43% | Reduce -34.4% | 39,170 | $2.0M |
| Compass Financial Services Inc | 0.85% | Add +9.0% | 38,991 | $2.0M |
| IFS Advisors, LLC | 1.00% | Add +14.9% | 38,497 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +1702.4% | 38,283 | $1.9M |
| Herold Advisors, Inc. | 0.42% | Reduce -13.0% | 37,562 | $1.9M |
| WESCAP Management Group, Inc. | 0.37% | Add +3.9% | 37,189 | $1.9M |
| Eagle Strategies LLC | 0.22% | Add +2.5% | 36,818 | $1.9M |
| Resurgent Financial Advisors LLC | 0.67% | Reduce -0.8% | 36,267 | $1.8M |
| Garrison Bradford & Associates Inc. | 2.05% | Reduce -13.6% | 36,000 | $1.8M |
| Cahill Financial Advisors Inc. | 0.20% | Reduce -5.9% | 35,791 | $1.8M |
| Columbia River Financial Group, LLC | 1.05% | Add +14.8% | 35,792 | $1.8M |
| Astoria Portfolio Advisors LLC. | 0.37% | Add +247.7% | 34,297 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.9% | 33,435 | $1.7M |
| Tucker Asset Management LLC | 0.50% | Add +213.3% | 33,196 | $1.7M |
| PFG Investments, LLC | 0.08% | Reduce -2.3% | 33,104 | $1.7M |
| Cypress Capital Group | 0.19% | Add +648.8% | 33,095 | $1.7M |
| HF Advisory Group, LLC | 0.56% | Add +6.6% | 32,361 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +9.8% | 31,893 | $1.6M |
| Citizens Financial Group Inc. | 0.02% | Reduce -3.6% | 31,892 | $1.6M |
| BDFS Capital LLC | 0.77% | Reduce -4.1% | 31,878 | $1.6M |
| Guidance Capital, Inc. | 0.35% | Reduce -1.2% | 31,331 | $1.6M |
| Integrated Capital Management, Inc. | 1.04% | Add +0.9% | 31,187 | $1.6M |
| Authentikos Wealth Advisory, LLC | 1.04% | Reduce -12.8% | 30,596 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +0.7% | 30,309 | $1.5M |
| Founders Financial Alliance, LLC | 0.27% | Reduce -12.9% | 29,568 | $1.5M |
| World Investment Advisors | 0.02% | Add +51.3% | 29,546 | $1.5M |
| First Heartland Consultants, Inc. | 0.11% | Add +6.3% | 28,746 | $1.4M |
| Berger Financial Group, Inc | 0.08% | Reduce -2.8% | 28,112 | $1.4M |
| Sierra Capital LLC | 0.15% | No change | 28,010 | $1.4M |
| Watchman Group, Inc. | 0.34% | Reduce -36.3% | 27,825 | $1.4M |
| Peck Wealth Management, LLC | 1.39% | New | 27,525 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +45.7% | 26,982 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.62% | Reduce -65.4% | 26,830 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.43% | Reduce -2.3% | 26,686 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Reduce -5.2% | 26,472 | $1.3M |
| Gotham Asset Management | 0.00% | Add +97.8% | 26,337 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -26.2% | 26,148 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -5.1% | 25,586 | $1.3M |
| Two Sigma Securities, LLC | 0.15% | Reduce -58.3% | 25,519 | $1.3M |
| Banco Santander, S.A. | 0.01% | No change | 25,365 | $1.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.38% | Add +5.4% | 25,323 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 25,310 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -33.2% | 25,224 | $1.3M |
| MKT Advisors LLC | 0.42% | Add +34.0% | 25,010 | $1.3M |
| Sovereign Financial Group, Inc. | 0.22% | No change | 24,758 | $1.2M |
| James Investment Research, Inc. | 0.14% | New | 24,615 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.20% | Reduce -61.0% | 24,513 | $1.2M |
| Vericrest Private Wealth | 1.10% | Add +8.4% | 24,464 | $1.2M |
| Triad Wealth Partners, LLC | 0.10% | New | 24,070 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.49% | Add +9.4% | 23,854 | $1.2M |
| Bernardo Wealth Planning LLC | 0.23% | Reduce -75.1% | 23,799 | $1.2M |
| Cravens & Co Advisors, LLC | 0.77% | Add +0.3% | 23,417 | $1.2M |
| XY Planning Network, Inc. | 0.19% | Reduce -23.4% | 23,313 | $1.2M |
| Impact Capital Partners LLC | 0.35% | Add +0.3% | 23,172 | $1.2M |
| OneAscent Wealth Management LLC | 0.39% | Add +23.9% | 23,157 | $1.2M |
| Continuum Wealth Advisors, LLC | 0.48% | Reduce -0.9% | 23,068 | $1.2M |
| North Forty Two & Co. | 1.07% | Reduce -2.1% | 23,040 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.43% | Add +4.0% | 22,684 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 22,100 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Add +0.8% | 21,819 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -30.7% | 21,686 | $1.1M |
| Vicus Capital | 0.08% | Add +10.3% | 21,405 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.35% | Add +3.7% | 21,082 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -1.7% | 20,869 | $1.1M |
| Segment Wealth Management, LLC | 0.06% | Reduce -6.6% | 20,665 | $1.0M |
| Integrity Wealth Advisors, Inc. | 0.62% | Reduce -2.6% | 20,602 | $1.0M |
| Acumen Wealth Advisors, LLC | 0.28% | Reduce -70.0% | 20,549 | $1.0M |
| Retireful, LLC | 1.45% | New | 20,496 | $1.0M |
| Elevation Capital Advisory, LLC | 0.43% | New | 20,215 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -7.2% | 20,181 | $1.0M |
| Aprio Wealth Management, LLC | 0.05% | Add +16.4% | 19,733 | $993K |
| Prestige Wealth Management Group LLC | 0.19% | Add +89.0% | 19,518 | $983K |
| Magnus Financial Group LLC | 0.08% | Reduce -74.8% | 19,503 | $982K |
| Fiduciary Alliance LLC | 0.06% | Add +2.3% | 19,450 | $980K |
| ASL Financial, LLC | 0.78% | Reduce -5.8% | 19,385 | $976K |
| Cambiar Investors LLC | 0.04% | Reduce -26.9% | 19,269 | $970K |
| Vise Technologies, Inc. | 0.02% | No change | 18,781 | $945K |
| Almanack Investment Partners, LLC. | 0.16% | Reduce -43.7% | 18,654 | $939K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 18,594 | $936K |
| Strategic Blueprint, LLC | 0.05% | Add +5.7% | 18,389 | $926K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +0.8% | 18,318 | $922K |
| Kovack Advisors, Inc. | 0.05% | Add +9.7% | 18,167 | $915K |
| Bank of Marin | 0.67% | Reduce -10.1% | 18,165 | $914K |
| Flagstar Securities, Inc. | 0.33% | Add +0.9% | 18,025 | $907K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Reduce -6.5% | 18,014 | $907K |
| Prelude Capital Management, LLC | 0.07% | No change | 18,000 | $906K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +2.1% | 17,860 | $899K |
| Apollon Wealth Management, LLC | 0.01% | Add +8.6% | 17,710 | $892K |
| WealthShield Partners, LLC | 0.10% | Reduce -47.5% | 17,546 | $883K |
| Kickstand Ventures, Llc. | 0.19% | Reduce -9.3% | 17,514 | $882K |
| Three Magnolias Financial Advisors, LLC | 0.56% | Reduce -0.0% | 17,362 | $874K |
| Moors & Cabot, Inc. | 0.04% | Add +1.0% | 17,321 | $872K |
| National Philanthropic Trust | 0.01% | Add +38.5% | 17,268 | $869K |
| Quartz Partners, LLC | 0.33% | Reduce -33.3% | 17,068 | $859K |
| Avior Wealth Management, LLC | 0.02% | Add +11.2% | 16,692 | $840K |
| Sheets Smith Wealth Management | 0.09% | Add +0.9% | 16,615 | $836K |
| First PREMIER Bank | 0.19% | Reduce -9.2% | 16,454 | $828K |
| UMB Bank, n.a. | 0.01% | Reduce -12.0% | 16,352 | $823K |
| Choreo, LLC | 0.01% | Add +0.2% | 16,309 | $821K |
| ARK & TLK Investments, LLC | 0.22% | Add +35.9% | 16,176 | $814K |
| Savant Capital, LLC | 0.00% | Reduce -50.7% | 16,045 | $808K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 15,638 | $787K |
| OneAscent Financial Services LLC | 0.04% | Add +10.2% | 15,267 | $769K |
| GFS Advisors, LLC | 0.05% | No change | 15,240 | $767K |
| Integrity Investment Advisors, LLC | 0.41% | Reduce -25.0% | 15,026 | $756K |
| Fortis Capital Advisors, LLC | 0.10% | Add +146.4% | 15,022 | $756K |
| Robinson Smith Wealth Advisors LLC | 0.49% | No change | 14,409 | $725K |
| Mutual Advisors, LLC | 0.02% | Add +42.7% | 14,338 | $722K |
| Winebrenner Capital Management LLC | 0.46% | Reduce -28.9% | 14,179 | $714K |
| GenWealth Group, Inc. | 0.12% | Add +25.1% | 14,089 | $709K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -31.7% | 14,009 | $705K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.23% | Reduce -3.4% | 13,916 | $700K |
| VestGen Advisors, LLC | 0.02% | Reduce -43.0% | 13,878 | $700K |
| Everett Harris & Co. | 0.01% | Reduce -52.3% | 13,700 | $690K |
| Archer Investment Corp | 0.15% | Add +23.8% | 13,690 | $689K |
| Mosley Wealth Management | 0.30% | Reduce -23.6% | 13,112 | $659K |
| Trek Financial, LLC | 0.03% | No change | 12,937 | $651K |
| Core Wealth Partners LLC | 0.30% | Reduce -7.7% | 12,889 | $649K |
| Avestar Capital, LLC | 0.04% | Add +148.8% | 12,758 | $642K |
| Private Management Group Inc. | 0.02% | No change | 12,735 | $641K |
| Opus Financial Solutions LLC | 0.60% | Reduce -7.3% | 12,696 | $639K |
| GM Advisory Group, LLC | 0.02% | Add +79.5% | 12,691 | $639K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +1788.2% | 12,424 | $625K |
| Life Line Wealth Management LLC | 0.28% | Add +0.9% | 12,365 | $622K |
| Laurel Oak Wealth Management, LLC | 0.10% | Add +0.8% | 12,109 | $610K |
| AlphaStar Capital Management, LLC | 0.04% | Add +89.1% | 12,059 | $607K |
| Root Financial Partners, LLC | 0.03% | No change | 11,807 | $594K |
| TopTier Wealth Management, LLC | 0.36% | Add +11.6% | 11,773 | $593K |
| Advisor Resource Council | 0.23% | Add +25.1% | 11,696 | $589K |
| NewSquare Capital LLC | 0.05% | Add +5.6% | 11,498 | $579K |
| Verus Capital Partners, LLC | 0.04% | Add +54.5% | 11,349 | $571K |
| Signet Financial Management, LLC | 0.06% | Add +7.6% | 11,330 | $570K |
| Professional Financial Advisors, LLC | 0.12% | Reduce -77.2% | 11,292 | $568K |
| Cypress Wealth Services, LLC | 0.08% | New | 11,282 | $568K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -16.7% | 11,138 | $561K |
| Simplicity Wealth,LLC | 0.03% | Add +7.3% | 11,117 | $560K |
| Midwest Financial Network, LLC | 0.44% | Reduce -13.5% | 11,088 | $558K |
| Matrix Trust Co | 0.09% | Add +0.3% | 11,093 | $558K |
| Weaver Consulting Group | 0.13% | Reduce -0.3% | 10,964 | $552K |
| Spartan Planning & Wealth Management | 0.41% | Add +66.5% | 10,924 | $550K |
| Blueprint Investment Partners LLC | 0.06% | New | 10,924 | $550K |
| CGN Advisors LLC | 0.04% | Reduce -49.4% | 10,908 | $549K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +130.2% | 10,887 | $548K |
| Annex Advisory Services, LLC | 0.01% | Reduce -22.6% | 10,791 | $543K |
| Brighton Jones LLC | 0.01% | New | 10,519 | $530K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -48.4% | 10,451 | $526K |
| Defined Wealth Management, LLC | 0.30% | Add +8.7% | 10,251 | $516K |
| 17 Capital Partners, LLC | 0.26% | New | 10,091 | $508K |
| ADAR1 Capital Management, LLC | 0.03% | No change | 10,000 | $503K |
| International Assets Investment Management, LLC | 0.03% | Add +21.9% | 9,947 | $501K |
| Prudent Investors Network, Inc. | 0.11% | New | 9,936 | $500K |
| Roundview Capital LLC | 0.03% | No change | 9,900 | $498K |
| Essex Financial Services, Inc. | 0.03% | Reduce -6.8% | 9,682 | $487K |
| Wealth Management Associates, Inc. | 0.17% | Reduce -4.0% | 9,672 | $487K |
| Guggenheim Capital LLC | 0.00% | Reduce -41.6% | 9,561 | $481K |
| Adalta Capital Management LLC | 0.23% | Reduce -40.7% | 9,495 | $478K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 9,045 | $455K |
| Evernest Financial Advisors, LLC | 0.09% | Reduce -91.9% | 8,911 | $448K |
| AE Wealth Management LLC | 0.00% | Reduce -46.9% | 8,850 | $446K |
| Krilogy Financial LLC | 0.01% | Reduce -26.7% | 8,723 | $440K |
| Riverchase Wealth Management, LLC | 0.23% | Reduce -68.2% | 8,698 | $438K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.2% | 8,667 | $436K |
| Cascade Investment Advisors, Inc. | 0.25% | Add +13.0% | 8,508 | $428K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,415 | $424K |
| MRWM Advisors, LLC | 0.23% | Reduce -93.6% | 8,403 | $423K |
| Independent Wealth Network Inc. | 0.13% | Reduce -0.2% | 8,358 | $421K |
| Citigroup Inc. | 0.00% | Add +0.4% | 8,289 | $417K |
| LifeWealth Investments, LLC | 0.12% | Reduce -59.0% | 8,219 | $414K |
| G&S Capital LLC | 0.14% | Reduce -15.2% | 8,055 | $405K |
| Heck Capital Advisors, LLC | 0.03% | No change | 7,941 | $400K |
| Centaurus Financial, Inc. | 0.02% | Reduce -4.8% | 7,935 | $399K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 7,925 | $399K |
| Fsa Wealth Partners, Inc. | 0.19% | No change | 7,895 | $397K |
| Harbour Investments, Inc. | 0.01% | Add +7.2% | 7,854 | $395K |
| WealthPoint Financial, LLC | 0.33% | Add +8.5% | 7,784 | $392K |
| Florida Financial Advisors, LLC | 0.09% | Add +3.6% | 7,744 | $390K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 7,480 | $377K |
| Ieq Capital, LLC | 0.00% | New | 7,200 | $362K |
| ZEGA Investments, LLC | 0.07% | Add +0.7% | 7,140 | $359K |
| Trademark Financial Management, LLC | 0.17% | New | 7,093 | $357K |
| MTM Investment Management, LLC | 0.11% | Reduce -5.8% | 7,030 | $354K |
| Bristlecone Value Partners, LLC | 0.30% | New | 6,778 | $341K |
| Citadel Advisors | 0.00% | New | 6,629 | $334K |
| Harbour Capital Advisors, LLC | 0.06% | Reduce -6.6% | 6,400 | $323K |
| Financial & Tax Architects, LLC | 0.07% | New | 6,401 | $322K |
| Betterment LLC | 0.00% | New | 6,328 | $319K |
| RPS Advisory Solutions LLC | 0.18% | Reduce -20.6% | 6,243 | $314K |
| Apella Capital, LLC | 0.00% | Add +4.5% | 6,225 | $314K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Reduce -76.9% | 6,178 | $311K |
| Ballast Rock Private Wealth LLC | 0.17% | No change | 6,000 | $302K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 6,000 | $302K |
| Investment Advisory Services Group LLC | 0.26% | Reduce -77.1% | 5,863 | $295K |
| Diversify Wealth Management, LLC | 0.01% | Add +20.5% | 5,803 | $292K |
| Altus Wealth Group LLC | 0.12% | Add +5.1% | 5,707 | $287K |
| Embree Financial Group | 0.03% | Reduce -27.6% | 5,571 | $280K |
| Frontier Asset Management, LLC | 0.06% | Reduce -15.2% | 5,473 | $276K |
| Luts & Greenleigh Group, Inc. | 0.22% | New | 5,398 | $272K |
| Johnson Investment Counsel Inc. | 0.00% | New | 5,373 | $270K |
| Barnes Wealth Management Group, Inc | 0.14% | Reduce -36.0% | 5,339 | $269K |
| Signal Advisors Wealth, LLC | 0.02% | New | 5,337 | $269K |
| VERITY Wealth Advisors | 0.18% | No change | 5,267 | $265K |
| Quantify Chaos Advisors, LLC | 0.82% | Reduce -11.4% | 5,251 | $264K |
| Alessandra Capital Management, LLC | 0.22% | New | 5,200 | $262K |
| Prospera Financial Services Inc | 0.00% | New | 5,101 | $257K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 5,015 | $252K |
| L & S Advisors Inc | 0.03% | No change | 5,000 | $252K |
| Balefire, LLC | 0.05% | Reduce -0.5% | 4,957 | $250K |
| Sovran Advisors, LLC | 0.02% | Reduce -27.2% | 4,951 | $249K |
| Keystone Financial Group | 0.02% | Add +0.9% | 4,904 | $247K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -50.1% | 4,885 | $246K |
| MRA Advisory Group | 0.10% | Reduce -36.4% | 4,787 | $241K |
| Sage Private Wealth Group, LLC | 0.12% | Add +2.0% | 4,761 | $240K |
| DeLarme Wealth Management, Inc. | 0.15% | Reduce -1.5% | 4,701 | $237K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 4,634 | $233K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -4.1% | 4,574 | $230K |
| Vilga Financial Planning LLC | 0.20% | No change | 4,376 | $220K |
| DORVAL Corp | 0.07% | Reduce -97.5% | 4,372 | $220K |
| January Capital Advisors LLC | 0.30% | — | 4,350 | $219K |
| Goldstone Financial Group, LLC | 0.02% | Reduce -16.1% | 4,337 | $218K |
| HFG Advisors, Inc. | 0.15% | Add +0.7% | 4,240 | $213K |
| Earned Wealth Advisors, LLC | 0.01% | New | 4,170 | $210K |
| Curi Capital, LLC | 0.00% | No change | 4,158 | $209K |
| Summa Corp. | 0.09% | Reduce -64.3% | 4,090 | $206K |
| Mainsail Asset Management, LLC | 0.09% | New | 4,087 | $206K |
| Tortoise Investment Management, LLC | 0.02% | New | 4,000 | $201K |
| Prota Financial, LLC | 0.15% | New | 3,987 | $201K |
| LFG Wealth Partners, LLC | 0.12% | New | 3,984 | $201K |
| Blue Trust, Inc. | 0.00% | No change | 3,802 | $191K |
| Johnson Financial Group, Inc. | 0.01% | Add +3.3% | 3,697 | $186K |
| National Bank of Canada | 0.00% | Reduce -86.3% | 3,427 | $172K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.7% | 3,001 | $151K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -37.5% | 2,971 | $150K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -65.8% | 2,969 | $149K |
| Legacy Wealth Managment, LLC | 0.07% | Add +0.4% | 2,949 | $148K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 2,916 | $147K |
| Kingdom Financial Group LLC. | 0.04% | Reduce -34.0% | 2,916 | $147K |
| Nvest Wealth Strategies, Inc. | 0.10% | Reduce -2.6% | 2,910 | $146K |
| Main Management LLC | 0.01% | Reduce -13.4% | 2,790 | $140K |
| GeoWealth Management, LLC | 0.00% | New | 2,581 | $130K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 2,378 | $120K |
| US Bancorp \de | 0.00% | No change | 2,105 | $106K |
| SHP Wealth Management | 0.01% | No change | 2,052 | $103K |
| CENTRAL TRUST Co | 0.00% | Add +54.2% | 1,991 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,700 | $86K |
| FMR LLC | 0.00% | Add +10.0% | 1,700 | $86K |
| EPG Wealth Management LLC | 0.02% | Add +0.9% | 1,689 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,522 | $77K |
| CoreCap Advisors, LLC | 0.00% | Add +18.9% | 1,490 | $75K |
| Merkkuri Wealth Advisors LLC | 0.05% | New | 1,396 | $70K |
| First Horizon Corp. | 0.00% | No change | 1,253 | $63K |
| CX Institutional | 0.00% | No change | 1,250 | $63K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,200 | $60K |
| 2UniFi Bank | 0.03% | No change | 1,198 | $60K |
| Cornerstone Planning Group LLC | 0.01% | Add +4.0% | 1,073 | $54K |
| BlackRock, Inc. | 0.00% | New | 1,072 | $54K |
| Frankly Finances, LLC | 0.04% | New | 980 | $49K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 914 | $46K |
| Smithfield Trust Co | 0.00% | New | 874 | $44K |
| Capital Advisor Network LLC | 0.05% | — | 734 | $37K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 620 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 595 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | New | 580 | $29K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 500 | $25K |
| Franklin Resources Inc. | 0.00% | Add +270.4% | 500 | $25K |
| Bank of Montreal | 0.00% | New | 493 | $25K |
| Transce3nd, LLC | 0.21% | Add +21.2% | 474 | $24K |
| Destiny Wealth Partners, LLC | 0.00% | New | 455 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 455 | $23K |
| Synergy Investment Management, LLC | 0.01% | Reduce -96.4% | 386 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -24.9% | 335 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 318 | $16K |
| Aventura Private Wealth, LLC | 0.01% | No change | 306 | $15K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $15K |
| Covestor Ltd | 0.01% | Add +28.2% | 300 | $15K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 282 | $14K |
| Tidemark, LLC | 0.00% | No change | 248 | $12K |
| Signaturefd, LLC | 0.00% | No change | 229 | $12K |
| CVA Family Office, LLC | 0.00% | Add +72.0% | 215 | $11K |
| Quadrant Capital Group LLC | 0.00% | New | 160 | $8K |
| Avion Wealth | 0.00% | No change | 167 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -34.7% | 147 | $7K |
| Tsfg, LLC | 0.00% | Reduce -32.7% | 134 | $7K |
| Bernard Wealth Management Corp. | 0.00% | No change | 134 | $7K |
| Trust Co. of Toledo NA | 0.00% | No change | 133 | $7K |
| NFSG Corp | 0.00% | No change | 119 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 99 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 88 | $4K |
| Triumph Capital Management | 0.00% | No change | 85 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -38.0% | 70 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 69 | $3K |
| True Link Financial Advisors, LLC | 0.00% | New | 59 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 57 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 56 | $3K |
| Wellington-Altus USA Inc. | 0.00% | No change | 54 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 44 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 42 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $2K |
| Main Street Group, LTD | 0.00% | New | 37 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 21 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +5.0% | 21 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 14 | $705 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 11 | $554 |
| MCF Advisors LLC | 0.00% | No change | 11 | $554 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -91.1% | 8 | $415 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1 | $50 |
| Rossby Financial, LCC | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is USFR's weight in each manager's 13F, not the share of Wisdomtree Floating Rate Tre the manager owns.