PIMCO ETF Trust - CORP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,823,331 | 178,412 | 0.01% | 0.01% | 1 | +51,231 | 2.89% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,231,914 | 120,542 | 0.03% | 0.03% | 2 | +120,717 | 10.86% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,108,969 | 108,513 | 0.29% | 0.33% | 3 | +2,477 | 0.22% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 660,979 | 64,676 | 0.0% | 0.0% | 4 | +37,395 | 6.0% | Q4 2025 | Feb 13, 2026 |
| RAM Investment Partners, LLC | History | Added to | 470,404 | 46,029 | 8.32% | 7.9% | 5 | +43,546 | 10.2% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 356,236 | 34,857 | 0.34% | 0.33% | 6 | +34,327 | 10.66% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 296,544 | 29,016 | 0.03% | 0.04% | 7 | -31,554 | -9.62% | Q4 2025 | Feb 11, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 238,772 | 23,364 | 5.86% | 6.03% | 8 | +4,895 | 2.09% | Q4 2025 | Feb 03, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 209,632 | 20,512 | 4.1% | 4.67% | 9 | -24,557 | -10.49% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 195,158 | 19,096 | 0.0% | 0.0% | 10 | -4,367 | -2.19% | Q4 2025 | Jan 29, 2026 |
| XML Financial, LLC | History | Reduced | 176,449 | 17,265 | 1.41% | 1.46% | 11 | -5,635 | -3.09% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 170,196 | 16,653 | 0.06% | 0.08% | 12 | -9,729 | -5.41% | Q4 2025 | Feb 18, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 159,377 | 15,594 | 0.02% | 0.02% | 13 | +19,297 | 13.78% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 145,021 | 14,190 | 0.46% | 0.45% | 14 | +21,288 | 17.2% | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Added to | 143,324 | 14,024 | 1.61% | 1.58% | 15 | +6,595 | 4.82% | Q4 2025 | Jan 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 140,919 | 13,848 | 0.12% | 0.14% | 16 | +9,207 | 6.99% | Q4 2025 | Jan 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 139,948 | 13,693 | 0.25% | 0.27% | 17 | +3,417 | 2.5% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 136,318 | 13,339 | 0.26% | 0.28% | 18 | -2,787 | -2.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 126,335 | 12,361 | 0.02% | 0.01% | 19 | +75,309 | 147.59% | Q4 2025 | Feb 11, 2026 |
| Fortis Capital Management LLC | History | Added to | 109,167 | 10,681 | 1.41% | 1.38% | 20 | +9,329 | 9.34% | Q4 2025 | Feb 13, 2026 |
| Net Worth Advisory Group | History | Added to | 104,090 | 10,185 | 2.06% | 2.66% | 21 | +10,799 | 11.58% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 104,003 | 10,177 | 0.0% | — | 22 | +104,003 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 103,378 | 10,115 | 0.0% | 0.0% | 23 | +17,770 | 20.76% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Added to | 102,912 | 10,069 | 0.46% | 0.47% | 24 | +6,735 | 7.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 91,425 | 8,945 | 0.0% | 0.0% | 25 | +41,587 | 83.44% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 87,309 | 8,543 | 0.02% | 0.02% | 26 | +7,851 | 9.88% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 82,372 | 8,060 | 0.37% | 0.38% | 27 | +3,311 | 4.19% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,435 | 7,674 | 0.0% | 0.0% | 28 | +19,317 | 32.68% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 78,358 | 7,667 | 0.0% | 0.0% | 29 | +3,471 | 4.63% | Q4 2025 | Feb 10, 2026 |
| MYECFO, LLC | History | Added to | 76,271 | 7,503 | 3.18% | 2.98% | 30 | +9,865 | 14.86% | Q4 2025 | Jan 12, 2026 |
| Cetera Investment Advisers | History | Added to | 76,631 | 7,498 | 0.01% | 0.01% | 31 | +11,633 | 17.9% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 71,724 | 7,018 | 0.0% | 0.0% | 32 | +49,209 | 218.56% | Q4 2025 | Feb 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 61,921 | 6,058 | 3.56% | 2.76% | 33 | +13,026 | 26.64% | Q4 2025 | Feb 17, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 59,858 | 5,952 | 0.55% | 0.55% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | New | 59,876 | 5,858 | 0.1% | — | 35 | +59,876 | New | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 59,244 | 5,797 | 0.03% | 0.03% | 36 | +1,603 | 2.78% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 54,897 | 5,371 | 0.0% | 0.0% | 37 | +37,311 | 212.16% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 53,325 | 5,217 | 0.13% | 0.13% | 38 | +289 | 0.54% | Q4 2025 | Feb 13, 2026 |
| True North Advisors, LLC | History | New | 52,918 | 5,178 | 0.67% | — | 39 | +52,918 | New | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 50,100 | 4,902 | 0.0% | 0.0% | 40 | +5,308 | 11.85% | Q4 2025 | Feb 18, 2026 |
| Evensky & Katz LLC | History | Added to | 50,020 | 4,894 | 0.28% | 0.22% | 41 | +11,545 | 30.01% | Q4 2025 | Feb 05, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 48,240 | 4,720 | 1.42% | 1.42% | 42 | +2,343 | 5.1% | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 46,774 | 4,576 | 0.03% | 0.04% | 43 | -22,186 | -32.17% | Q4 2025 | Feb 03, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 44,571 | 4,361 | 1.77% | 1.71% | 44 | +3,064 | 7.38% | Q4 2025 | Jan 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 42,294 | 4,138 | 0.54% | 0.49% | 45 | +4,626 | 12.28% | Q4 2025 | Feb 10, 2026 |
| Wayfinding Financial, LLC | History | New | 41,989 | 4,126 | 1.75% | — | 46 | +41,989 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,812 | 4,097 | 0.01% | 0.01% | 47 | +1,126 | 2.77% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,319 | 3,651 | 0.0% | 0.0% | 48 | +2,135 | 6.07% | Q4 2025 | Feb 11, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 36,753 | 3,596 | 2.97% | 2.69% | 49 | +3,546 | 10.68% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 36,706 | 3,591 | 0.04% | 0.03% | 50 | +1,121 | 3.15% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 32,984 | 3,227 | 0.0% | 0.0% | 51 | +13,395 | 68.38% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 28,219 | 2,773 | 0.04% | 0.04% | 52 | -820 | -2.82% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 27,479 | 2,688 | 0.02% | 0.02% | 53 | +3,327 | 13.78% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 27,271 | 2,668 | 0.0% | 0.0% | 54 | -1,795 | -6.18% | Q4 2025 | Feb 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 26,870 | 2,629 | 0.45% | 0.55% | 55 | -4,247 | -13.65% | Q4 2025 | Feb 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 26,806 | 2,622 | 0.1% | 0.11% | 56 | -2,928 | -9.85% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,925 | 2,341 | 0.0% | 0.0% | 57 | -12,399 | -34.13% | Q4 2025 | Feb 02, 2026 |
| Alliance Wealth Management Group | History | Reduced | 22,932 | 2,243 | 0.49% | 2.49% | 58 | -90,714 | -79.82% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 22,932 | 2,243 | 0.35% | 1.8% | 59 | -90,714 | -79.82% | Q4 2025 | Jan 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 22,327 | 2,184 | 0.13% | 0.08% | 60 | +2,813 | 14.42% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | New | 21,483 | 2,102 | 0.0% | — | 61 | +21,483 | New | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 20,236 | 1,981 | 0.06% | 0.05% | 62 | +2,192 | 12.15% | Q4 2025 | Feb 11, 2026 |
| Great Waters Wealth Management | History | Added to | 18,710 | 1,830 | 0.2% | 0.2% | 63 | +1,365 | 7.87% | Q4 2025 | Jan 15, 2026 |
| Security Financial Services, INC. | History | Reduced | 18,273 | 1,788 | 0.28% | 0.3% | 64 | -835 | -4.37% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,290 | 1,594 | 0.01% | 0.01% | 65 | +716 | 4.6% | Q4 2025 | Jan 29, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 16,168 | 1,591 | 1.12% | 1.19% | 66 | -1,556 | -8.78% | Q4 2025 | Jan 15, 2026 |
| Asset One Wealth Management LLC | History | New | 15,717 | 1,536 | 0.21% | — | 68 | +15,717 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 15,699 | 1,536 | 0.0% | — | 67 | +15,699 | New | Q4 2025 | Feb 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 15,580 | 1,524 | 0.26% | — | 69 | +15,580 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,490 | 1,515 | 0.0% | 0.0% | 70 | +4,871 | 45.87% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,683 | 1,436 | 0.02% | 0.02% | 71 | +327 | 2.28% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,290 | 1,398 | 0.01% | 0.01% | 72 | +734 | 5.41% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,890 | 1,359 | 0.02% | 0.02% | 73 | +594 | 4.47% | Q4 2025 | Feb 09, 2026 |
| IPG Investment Advisors LLC | History | No change | 13,750 | 1,351 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,687 | 1,339 | 0.0% | 0.0% | 75 | -539 | -3.79% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS | History | Reduced | 13,523 | 1,323 | 0.04% | 0.04% | 76 | -793 | -5.54% | Q4 2025 | Feb 10, 2026 |
| Financial Freedom, LLC | History | Added to | 13,457 | 1,316 | 0.65% | 0.66% | 77 | +64 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 13,136 | 1,285 | 0.5% | 0.52% | 78 | -280 | -2.09% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,848 | 1,257 | 0.0% | 0.0% | 79 | +1,178 | 10.09% | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,819 | 1,254 | 0.14% | 0.15% | 80 | -301 | -2.29% | Q4 2025 | Jan 08, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 12,670 | 1,239 | 0.9% | 1.09% | 81 | -1,662 | -11.6% | Q4 2025 | Jan 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,890 | 1,163 | 0.0% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 11,624 | 1,137 | 0.01% | — | 83 | +11,624 | New | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,289 | 1,104 | 0.0% | 0.0% | 84 | -14,528 | -56.27% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,901 | 1,066 | 0.01% | 0.01% | 85 | +329 | 3.11% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,344 | 1,012 | 0.0% | 0.0% | 86 | +5,927 | 134.19% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 10,316 | 1,009 | 0.05% | 0.04% | 87 | -48 | -0.46% | Q4 2025 | Jan 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 9,989 | 977 | 0.18% | 0.22% | 88 | -1,942 | -16.28% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,943 | 972 | 0.01% | 0.02% | 89 | -503 | -4.82% | Q4 2025 | Feb 17, 2026 |
| ALLIANZ SE | History | New | 9,000 | 880 | 0.01% | — | 90 | +9,000 | New | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 8,483 | 830 | 0.3% | 0.32% | 91 | +293 | 3.58% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,213 | 803 | 0.0% | 0.0% | 92 | +2,299 | 38.87% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | New | 7,683 | 751 | 0.01% | — | 93 | +7,683 | New | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,641 | 747 | 0.01% | 0.01% | 94 | +382 | 5.26% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,275 | 711 | 0.0% | 0.0% | 95 | -112 | -1.52% | Q4 2025 | Jan 26, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 7,194 | 703 | 0.02% | 0.02% | 96 | -65 | -0.9% | Q4 2025 | Jan 21, 2026 |
| BLB&B Advisors, LLC | History | New | 7,153 | 699 | 0.03% | — | 97 | +7,153 | New | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 6,636 | 649 | 0.02% | 0.33% | 98 | -74,748 | -91.85% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 6,170 | 603 | 0.0% | 0.0% | 99 | -691 | -10.07% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 6,162 | 602 | 0.01% | — | 100 | +6,162 | New | Q4 2025 | Feb 17, 2026 |
| Element Wealth, LLC | History | Reduced | 5,879 | 575 | 0.24% | 0.25% | 101 | -70 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 5,875 | 574 | 0.31% | 0.26% | 102 | +1,048 | 21.71% | Q4 2025 | Jan 21, 2026 |
| Faithward Advisors, LLC | History | Reduced | 5,501 | 538 | 0.08% | 0.11% | 103 | -2,337 | -29.82% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 5,223 | 511 | 0.04% | 0.03% | 104 | +642 | 14.01% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,995 | 488 | 0.01% | 0.01% | 105 | -1,389 | -21.76% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | New | 4,922 | 481 | 0.02% | — | 106 | +4,922 | New | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 4,858 | 475 | 0.04% | 0.03% | 108 | +1,017 | 26.48% | Q4 2025 | Jan 21, 2026 |
| Barden Capital Management, Inc. | History | Reduced | 4,857 | 475 | 0.39% | 0.4% | 107 | -46 | -0.94% | Q4 2025 | Jan 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,696 | 459 | 0.0% | — | 109 | +4,696 | New | Q4 2025 | Feb 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 4,576 | 447 | 0.24% | 0.25% | 110 | -32 | -0.69% | Q4 2025 | Feb 24, 2026 |
| Allworth Financial LP | History | New | 4,399 | 430 | 0.0% | — | 111 | +4,399 | New | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,348 | 425 | 0.01% | 0.01% | 112 | +21 | 0.49% | Q4 2025 | Feb 12, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,102 | 401 | 0.08% | 0.09% | 113 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | New | 4,009 | 392 | 0.01% | — | 114 | +4,009 | New | Q4 2025 | Mar 12, 2026 |
| IFP Advisors, Inc | History | No change | 3,976 | 389 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,934 | 384 | 0.0% | 0.0% | 116 | -28 | -0.71% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 3,874 | 379 | 0.01% | 0.01% | 117 | +1,586 | 69.32% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Group | History | Added to | 3,813 | 373 | 0.03% | 0.02% | 118 | +907 | 31.21% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,705 | 362 | 0.01% | 0.02% | 119 | +297 | 8.71% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,702 | 362 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Added to | 3,633 | 358 | 0.0% | 0.0% | 121 | +4 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,494 | 341 | 0.01% | 0.01% | 122 | +350 | 11.13% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 3,002 | 293 | 0.0% | 0.0% | 123 | +56 | 1.9% | Q4 2025 | Jan 29, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | New | 2,965 | 290 | 0.03% | — | 124 | +2,965 | New | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,770 | 271 | 0.0% | 0.0% | 126 | +1,811 | 188.84% | Q4 2025 | Mar 16, 2026 |
| Peak Financial Management, Inc. | History | No change | 2,775 | 271 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Added to | 2,766 | 270 | 0.0% | 0.0% | 127 | +37 | 1.36% | Q4 2025 | Feb 10, 2026 |
| Advisory Alpha, LLC | History | New | 2,671 | 261 | 0.01% | — | 128 | +2,671 | New | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2,648 | 259 | 0.06% | 0.11% | 129 | -1,565 | -37.15% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,628 | 257 | 0.01% | 0.01% | 130 | -484 | -15.55% | Q4 2025 | Feb 06, 2026 |
| Fortitude Financial, LLC | History | New | 2,619 | 256 | 0.22% | — | 131 | +2,619 | New | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | New | 2,606 | 254 | 0.0% | — | 133 | +2,606 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,597 | 254 | 0.01% | 0.01% | 132 | +15 | 0.58% | Q4 2025 | Feb 05, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,276 | 222 | 0.05% | 0.05% | 134 | -4 | -0.18% | Q4 2025 | Jan 29, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 2,259 | 221 | 0.13% | 0.24% | 135 | -1,900 | -45.68% | Q4 2025 | Jan 06, 2026 |
| Creative Planning | History | New | 2,220 | 217 | 0.0% | — | 136 | +2,220 | New | Q4 2025 | Feb 17, 2026 |
| Ruggiero Investments, Inc. | History | New | 2,168 | 212 | 0.19% | — | 137 | +2,168 | New | Q4 2025 | Feb 12, 2026 |
| BCS Wealth Management | History | New | 2,164 | 211 | 0.02% | — | 139 | +2,164 | New | Q4 2025 | Jan 26, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,159 | 211 | 0.0% | 0.0% | 138 | -214 | -9.02% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 2,152 | 210 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,071 | 202 | 0.02% | — | 141 | +2,071 | New | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,770 | 173 | 0.0% | 0.0% | 142 | -301 | -14.53% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,633 | 159 | 0.06% | 0.05% | 143 | -107 | -6.15% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Reduced | 1,534 | 150 | 0.01% | 0.02% | 144 | -212 | -12.14% | Q4 2025 | Feb 26, 2026 |
| US BANCORP \DE\ | History | No change | 1,475 | 144 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,400 | 136 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 1,381 | 135 | 0.03% | — | 147 | +1,381 | New | Q4 2025 | Feb 12, 2026 |
| GGM Financials LLC | History | Reduced | 1,340 | 131 | 0.06% | 0.62% | 148 | -11,210 | -89.32% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,094 | 107 | 0.0% | 0.0% | 149 | +2 | 0.18% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,085 | 106 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,071 | 104 | 0.0% | — | 151 | +1,071 | New | Q4 2025 | Feb 06, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 937 | 91 | 0.02% | 0.03% | 152 | -347 | -27.02% | Q4 2025 | Jan 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 696 | 68 | 0.03% | 0.03% | 153 | +1 | 0.14% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 575 | 56 | 0.0% | — | 154 | +575 | New | Q4 2025 | Feb 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 555 | 54 | 0.05% | — | 156 | +555 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 560 | 54 | 0.01% | 0.01% | 155 | +9 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 488 | 47 | 0.0% | — | 157 | +488 | New | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 460 | 45 | 0.02% | 0.02% | 158 | +60 | 15.0% | Q4 2025 | Jan 05, 2026 |
| CITIGROUP INC | History | Added to | 399 | 39 | 0.0% | 0.0% | 159 | +369 | 1230.0% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 394 | 38 | 0.0% | 0.0% | 160 | +5 | 1.29% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | No change | 375 | 36 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 345 | 33 | 0.0% | 0.0% | 162 | -178 | -34.03% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 331 | 32 | 0.0% | 0.0% | 163 | +40 | 13.75% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 294 | 28 | 0.0% | 0.0% | 164 | +3 | 1.03% | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 275 | 27 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | No change | 259 | 25 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 253 | 24 | 0.01% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | No change | 240 | 23 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 206 | 20 | 0.01% | 0.18% | 169 | -4,984 | -96.03% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 198 | 19 | 0.0% | 0.0% | 170 | -4 | -1.98% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | No change | 183 | 17 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 156 | 15 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Lodestone Wealth Management LLC | History | New | 126 | 12 | 0.0% | — | 173 | +126 | New | Q4 2025 | Jan 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 105 | 10 | 0.01% | — | 175 | +105 | New | Q4 2025 | Feb 10, 2026 |
| Tidemark, LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bangor Savings Bank | History | Reduced | 96 | 9 | 0.0% | 0.0% | 176 | -122 | -55.96% | Q4 2025 | Jan 16, 2026 |
| Register Financial Advisors LLC | History | New | 68 | 6 | 0.0% | — | 177 | +68 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | New | 55 | 5 | 0.0% | — | 178 | +55 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 36 | 3 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 28 | 2 | 0.0% | 0.01% | 181 | -6,891 | -99.6% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 183 | -11 | -36.67% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 11 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 2.8% | — | -60,131 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,843 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,528 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,240 | -100.0% | Q3 2025 | Oct 15, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -156 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 07, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Breakwater Investment Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |