PIMCO ETF Trust - CORP
Detailed investor-level table based on 13F positions.
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 | No change | 4,536,365 | 439,573 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,170,855 | 113,455 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 841,654 | 81,556 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAM Investment Partners, LLC | History | No change | 561,746 | 54,433 | 8.71% | 8.71% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 387,390 | 37,538 | 0.32% | 0.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 380,794 | 36,898 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 272,417 | 26,397 | 5.72% | 5.72% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 208,319 | 20,186 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 207,715 | 20,127 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | No change | 182,658 | 17,699 | 1.29% | 1.29% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NOVEM GROUP | History | No change | 156,839 | 15,197 | 1.54% | 1.54% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 151,820 | 14,711 | 0.48% | 0.48% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 139,192 | 13,487 | 0.52% | 0.52% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 109,483 | 10,608 | 0.17% | 0.17% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 108,776 | 10,540 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 101,464 | 9,868 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 96,106 | 9,313 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MYECFO, LLC | History | No change | 88,576 | 8,585 | 3.24% | 3.24% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 85,564 | 8,291 | 3.83% | 3.83% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 84,009 | 8,140 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 83,720 | 8,112 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evensky & Katz LLC | History | No change | 82,927 | 8,036 | 0.42% | 0.42% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 79,372 | 7,691 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 79,101 | 7,664 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 73,274 | 7,100 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 71,487 | 6,927 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 70,825 | 6,862 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 62,382 | 6,044 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 61,285 | 5,938 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 59,812 | 5,795 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 58,910 | 5,708 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 55,926 | 5,419 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 55,179 | 5,346 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 54,493 | 5,280 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Capital Management LLC | History | No change | 54,312 | 5,262 | 0.59% | 0.59% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 53,985 | 5,231 | 0.2% | 0.2% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 53,003 | 5,141 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True North Advisors, LLC | History | No change | 50,239 | 4,868 | 0.47% | 0.47% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bernard Wealth Management Corp. | History | No change | 50,079 | 4,852 | 1.79% | 1.79% | 39 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 48,081 | 4,659 | 0.28% | 0.28% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 47,974 | 4,648 | 0.38% | 0.38% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 47,601 | 4,636 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 42,389 | 4,107 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 38,996 | 3,778 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Summit Financial, LLC | History | No change | 35,708 | 3,460 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wayfinding Financial, LLC | History | No change | 35,044 | 3,395 | 1.29% | 1.29% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 34,525 | 3,345 | 0.4% | 0.4% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 32,386 | 3,138 | 2.49% | 2.49% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,726 | 2,783 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PAX Financial Group, LLC | History | No change | 28,544 | 2,765 | 0.41% | 0.41% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 26,599 | 2,577 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 25,937 | 2,513 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cannon Advisors, Inc. | History | No change | 24,996 | 2,390 | 1.45% | 1.45% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,733 | 2,299 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GeoWealth Management, LLC | History | No change | 22,188 | 2,150 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 21,311 | 2,065 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 19,982 | 1,936 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | No change | 18,053 | 1,749 | 0.16% | 0.16% | 58 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,935 | 1,737 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Asset One Wealth Management LLC | History | No change | 17,430 | 1,671 | 0.18% | 0.18% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS | History | No change | 17,156 | 1,662 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 17,142 | 1,661 | 0.6% | 0.6% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alliance Wealth Management Group | History | No change | 16,707 | 1,618 | 0.31% | 0.31% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 16,707 | 1,618 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 16,009 | 1,551 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,963 | 1,546 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Security Financial Services, INC. | History | No change | 15,673 | 1,518 | 0.21% | 0.21% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 14,885 | 1,442 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,681 | 1,422 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 14,559 | 1,410 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 14,505 | 1,405 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 14,071 | 1,363 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IPG Investment Advisors LLC | History | No change | 13,750 | 1,332 | 0.19% | 0.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 13,607 | 1,318 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,366 | 1,295 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 13,329 | 1,291 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Freedom, LLC | History | No change | 13,246 | 1,283 | 0.59% | 0.59% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,223 | 1,184 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,951 | 1,158 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,890 | 1,152 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,760 | 1,139 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAM Wealth Management, LLC | History | No change | 10,901 | 1,056 | 0.66% | 0.66% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,389 | 1,006 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 10,244 | 992 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | No change | 9,538 | 924 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 9,460 | 916 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ALLIANZ SE | History | No change | 9,000 | 872 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,303 | 804 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arrowroot Family Office, LLC | History | No change | 8,220 | 796 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 8,110 | 785 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,868 | 762 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 7,477 | 724 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Performance Wealth Partners, LLC | History | No change | 7,176 | 695 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,441 | 623 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nicholas Wealth, LLC. | History | No change | 6,368 | 617 | 0.34% | 0.34% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,353 | 616 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 6,213 | 602 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 6,210 | 601 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 6,100 | 591 | 0.27% | 0.27% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PKS Advisory Services, LLC | History | No change | 5,522 | 535 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 5,458 | 530 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Net Worth Advisory Group | History | No change | 5,376 | 520 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Element Wealth, LLC | History | No change | 5,359 | 519 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 5,251 | 508 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 5,490 | 503 | 0.04% | 0.04% | 106 | +104 | 1.93% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,192 | 503 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 4,193 | 406 | 0.19% | 0.19% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group | History | No change | 4,137 | 400 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,102 | 397 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,058 | 393 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SFG Wealth Management, LLC. | History | No change | 4,033 | 390 | 0.14% | 0.14% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 3,874 | 375 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 3,841 | 372 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHOREO, LLC | History | No change | 3,807 | 368 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,702 | 356 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 3,666 | 355 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,567 | 345 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Womack Financial LLC | History | No change | 3,169 | 307 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,166 | 306 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,934 | 284 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 2,868 | 277 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nikulski Financial, Inc. | History | No change | 2,810 | 272 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 2,685 | 260 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,672 | 258 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 2,645 | 256 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,606 | 252 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | No change | 2,414 | 233 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,349 | 227 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | No change | 2,343 | 227 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peak Financial Management, Inc. | History | No change | 2,305 | 223 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triad Wealth Partners, LLC | History | No change | 2,330 | 221 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 2,220 | 215 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 2,212 | 214 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,220 | 212 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ruggiero Investments, Inc. | History | No change | 2,173 | 210 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,137 | 207 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 2,116 | 205 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 2,114 | 204 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 2,104 | 203 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,868 | 181 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,719 | 166 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,720 | 166 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 1,667 | 161 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| TD Capital Management LLC | History | No change | 1,571 | 152 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,531 | 148 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 1,475 | 142 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,400 | 135 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 1,376 | 133 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,258 | 121 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,229 | 119 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 1,115 | 108 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,086 | 105 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,085 | 105 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 873 | 84 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 648 | 62 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GGM Financial LLC | History | No change | 597 | 57 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 511 | 49 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 407 | 39 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 398 | 38 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wagner Wealth Management, LLC | History | No change | 375 | 36 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 345 | 33 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 338 | 32 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 328 | 31 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 324 | 30 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 285 | 27 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Front Row Advisors LLC | History | No change | 275 | 26 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 259 | 25 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 250 | 24 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 253 | 24 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 240 | 23 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 221 | 21 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hoese & Co LLP | History | No change | 223 | 21 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 125 | 12 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 126 | 12 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Noble Wealth Management PBC | History | Reduced | 110 | 10 | 0.0% | 0.0% | 177 | -10 | -8.33% | Q3 2026 | Oct 01, 2026 |
| Tidemark, LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 105 | 10 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 83 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 87 | 8 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bangor Savings Bank | History | No change | 73 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Register Financial Advisors LLC | History | No change | 68 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SYM FINANCIAL Corp | History | No change | 50 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westfuller Advisors, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 28 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Group, LTD | History | No change | 26 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | No change | 11 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Breakwater Investment Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |