PIMCO ETF Trust - LDUR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 1,925,489 | 184,500 | 0.01% | 0.01% | 1 | +104,036 | 5.71% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,080,808 | 103,563 | 4.58% | 3.66% | 2 | +168,909 | 18.52% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 1,014,302 | 97,190 | 0.03% | 0.02% | 3 | +417,213 | 69.87% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 891,772 | 85,449 | 0.22% | 0.24% | 4 | -48,161 | -5.12% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 516,318 | 49,473 | 0.01% | 0.01% | 5 | -27,484 | -5.05% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 436,032 | 41,780 | 3.76% | 3.67% | 6 | +4,672 | 1.08% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 423,799 | 40,608 | 0.0% | 0.0% | 7 | +15,465 | 3.79% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 412,233 | 39,500 | 0.01% | 0.01% | 8 | +220,793 | 115.33% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 394,310 | 37,782 | 0.0% | 0.0% | 9 | +56,875 | 16.86% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 343,728 | 32,936 | 0.6% | — | 10 | +343,728 | New | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 284,605 | 27,221 | 0.0% | 0.0% | 11 | +6,092 | 2.19% | Q1 2026 | May 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 282,777 | 27,095 | 6.81% | 6.73% | 12 | +7,958 | 2.9% | Q1 2026 | Apr 09, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 231,339 | 22,166 | 9.07% | 8.87% | 13 | -70 | -0.03% | Q1 2026 | Apr 23, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 193,122 | 18,504 | 1.04% | 0.91% | 14 | +15,083 | 8.47% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 176,020 | 16,866 | 0.66% | 0.85% | 15 | +96,291 | 120.77% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 166,274 | 15,932 | 0.03% | 0.0% | 16 | +130,095 | 359.59% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 163,216 | 15,640 | 0.0% | 0.0% | 17 | +6,714 | 4.29% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 158,558 | 15,192 | 0.02% | 0.0% | 18 | +131,327 | 482.27% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 142,202 | 13,625 | 0.13% | 0.11% | 19 | +24,844 | 21.17% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 136,275 | 13,057 | 0.01% | 0.01% | 20 | -3,440 | -2.46% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 122,359 | 11,724 | 0.13% | 0.06% | 21 | +67,005 | 121.05% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 114,227 | 10,945 | 0.01% | 0.0% | 22 | +99,202 | 660.25% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 109,158 | 10,459 | 0.0% | 0.0% | 23 | -10,420 | -8.71% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 105,698 | 10,089 | 0.02% | 0.03% | 24 | -87,038 | -45.16% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 89,424 | 8,568 | 0.38% | 0.3% | 25 | +20,965 | 30.62% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | New | 85,941 | 8,234 | 0.28% | — | 26 | +85,941 | New | Q1 2026 | Apr 07, 2026 |
| Treasure Coast Financial Planning | History | Added to | 80,743 | 7,738 | 3.98% | 2.29% | 27 | +35,795 | 79.64% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 79,785 | 7,644 | 0.05% | — | 28 | +79,785 | New | Q1 2026 | Apr 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 75,552 | 7,239 | 2.3% | — | 29 | +75,552 | New | Q1 2026 | Apr 24, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 70,446 | 6,750 | 0.27% | 0.25% | 30 | +2,474 | 3.64% | Q1 2026 | Apr 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 70,161 | 6,722 | 0.21% | 0.21% | 31 | +2,308 | 3.4% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,264 | 6,541 | 0.0% | 0.0% | 32 | +12,673 | 22.8% | Q1 2026 | May 14, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 66,815 | 6,402 | 3.16% | 2.98% | 33 | +4,170 | 6.66% | Q1 2026 | Apr 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 63,217 | 6,056 | 0.78% | 0.79% | 34 | +3,489 | 5.84% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 54,772 | 5,248 | 0.0% | 0.0% | 35 | +12,048 | 28.2% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 54,012 | 5,176 | 0.01% | 0.01% | 36 | +6,367 | 13.36% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 53,867 | 5,161 | 2.74% | 2.96% | 37 | -1,056 | -1.92% | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 53,040 | 5,082 | 0.29% | 0.27% | 38 | +3,930 | 8.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 49,576 | 4,750 | 1.47% | 0.53% | 39 | +32,716 | 194.05% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 47,985 | 4,597 | 0.84% | 0.74% | 40 | +4,921 | 11.43% | Q1 2026 | Apr 30, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 46,350 | 4,433 | 3.89% | 3.8% | 41 | +3,710 | 8.7% | Q1 2026 | May 07, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 43,493 | 4,167 | 1.59% | 1.06% | 42 | -2,180 | -4.77% | Q1 2026 | May 04, 2026 |
| AIFG Consultants Ltd. | History | No change | 42,954 | 4,121 | 7.08% | 7.08% | 43 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 42,764 | 4,097 | 0.08% | 0.07% | 44 | +10,594 | 32.93% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,997 | 3,545 | 0.0% | 0.01% | 45 | -4,783 | -11.45% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 35,292 | 3,381 | 0.08% | 0.07% | 46 | +3,661 | 11.57% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 29,679 | 2,843 | 0.53% | 0.48% | 47 | +3,090 | 11.62% | Q1 2026 | Apr 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 29,017 | 2,780 | 1.41% | 1.47% | 48 | +458 | 1.6% | Q1 2026 | May 15, 2026 |
| Global View Capital Management LLC | History | New | 26,912 | 2,578 | 0.68% | — | 49 | +26,912 | New | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 26,303 | 2,520 | 0.0% | 0.0% | 50 | -895 | -3.29% | Q1 2026 | May 14, 2026 |
| Family Investment Center, Inc. | History | Added to | 25,814 | 2,473 | 0.48% | 0.43% | 51 | +3,765 | 17.08% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,721 | 2,359 | 0.02% | 0.02% | 52 | +4,834 | 24.31% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,383 | 2,328 | 0.0% | 0.0% | 53 | +3,451 | 16.49% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 24,270 | 2,325 | 0.08% | 0.06% | 54 | +7,762 | 47.02% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,347 | 2,141 | 0.02% | 0.01% | 55 | +13,549 | 154.0% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,257 | 2,132 | 0.01% | 0.01% | 56 | +8,918 | 66.86% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,633 | 2,072 | 0.01% | 0.0% | 57 | +17,455 | 417.78% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 21,103 | 2,022 | 0.01% | 0.01% | 58 | +1,114 | 5.57% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | New | 20,097 | 1,925 | 0.0% | — | 59 | +20,097 | New | Q1 2026 | May 15, 2026 |
| PAX Financial Group, LLC | History | Added to | 20,009 | 1,917 | 0.33% | 0.33% | 60 | +164 | 0.83% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,332 | 1,852 | 0.04% | 0.03% | 61 | +2,739 | 16.51% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 19,269 | 1,846 | 0.11% | 0.11% | 62 | -762 | -3.8% | Q1 2026 | May 01, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 18,130 | 1,737 | 0.9% | 0.78% | 63 | +3,380 | 22.92% | Q1 2026 | Apr 21, 2026 |
| Avestar Capital, LLC | History | Added to | 17,374 | 1,664 | 0.11% | 0.1% | 64 | +548 | 3.26% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,315 | 1,659 | 0.0% | 0.0% | 65 | +5,679 | 48.81% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | New | 16,944 | 1,623 | 0.2% | — | 66 | +16,944 | New | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,746 | 1,604 | 0.01% | 0.02% | 67 | +825 | 5.18% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 16,734 | 1,603 | 0.33% | 0.36% | 68 | -904 | -5.13% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 16,478 | 1,578 | 0.03% | 0.02% | 69 | +7,777 | 89.38% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,326 | 1,564 | 0.0% | 0.0% | 70 | +12,076 | 284.14% | Q1 2026 | May 05, 2026 |
| Balefire, LLC | History | New | 14,321 | 1,372 | 0.26% | — | 71 | +14,321 | New | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,040 | 1,345 | 0.0% | 0.0% | 72 | +6,661 | 90.27% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 14,028 | 1,344 | 0.02% | 0.02% | 73 | +1,223 | 9.55% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 13,845 | 1,326 | 0.04% | 0.05% | 74 | -304 | -2.15% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | New | 13,800 | 1,319 | 0.05% | — | 75 | +13,800 | New | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | New | 13,250 | 1,267 | 0.19% | — | 76 | +13,250 | New | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Added to | 13,082 | 1,252 | 0.04% | 0.03% | 77 | +4,870 | 59.3% | Q1 2026 | Apr 17, 2026 |
| Compass Financial Group, Inc. | History | Added to | 12,955 | 1,241 | 0.56% | 0.54% | 78 | +114 | 0.89% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Reduced | 12,936 | 1,239 | 0.0% | 0.0% | 79 | -1,287 | -9.05% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 12,889 | 1,235 | 0.01% | — | 80 | +12,889 | New | Q1 2026 | May 12, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 12,770 | 1,223 | 1.58% | 1.51% | 81 | +382 | 3.08% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | New | 12,030 | 1,152 | 0.04% | — | 82 | +12,030 | New | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 11,986 | 1,148 | 0.01% | — | 83 | +11,986 | New | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,682 | 1,119 | 0.03% | 0.03% | 84 | +139 | 1.2% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 11,391 | 1,091 | 0.01% | 0.01% | 85 | +283 | 2.55% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,886 | 1,043 | 0.0% | 0.0% | 86 | +1,406 | 14.83% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,685 | 1,024 | 0.0% | 0.0% | 87 | +2,376 | 28.6% | Q1 2026 | Apr 30, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 10,457 | 1,001 | 0.12% | 0.13% | 88 | -1,430 | -12.03% | Q1 2026 | Apr 28, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 10,432 | 999 | 0.12% | 0.12% | 89 | -277 | -2.59% | Q1 2026 | May 06, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 10,291 | 986 | 0.31% | — | 90 | +10,291 | New | Q1 2026 | Apr 15, 2026 |
| Syverson Strege & Co | History | Reduced | 10,220 | 979 | 0.24% | 0.25% | 91 | -693 | -6.35% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,853 | 944 | 0.04% | 0.03% | 92 | +3,335 | 51.17% | Q1 2026 | May 12, 2026 |
| SWMG, LLC | History | New | 9,769 | 936 | 0.27% | — | 93 | +9,769 | New | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Partners, LLC | History | New | 9,505 | 910 | 0.23% | — | 94 | +9,505 | New | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 9,475 | 908 | 0.03% | 0.07% | 95 | -12,588 | -57.05% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,428 | 903 | 0.02% | 0.02% | 96 | +214 | 2.32% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,989 | 861 | 0.01% | 0.01% | 97 | -539 | -5.66% | Q1 2026 | May 15, 2026 |
| Fulcrum Equity Management | History | New | 8,362 | 801 | 0.77% | — | 99 | +8,362 | New | Q1 2026 | Apr 02, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,366 | 801 | 0.0% | 0.0% | 98 | -107 | -1.26% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 8,248 | 790 | 0.0% | 0.0% | 100 | +4,174 | 102.45% | Q1 2026 | May 15, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 7,780 | 745 | 0.37% | 0.39% | 101 | +4 | 0.05% | Q1 2026 | Apr 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 7,693 | 737 | 0.19% | — | 102 | +7,693 | New | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,184 | 688 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Reduced | 7,007 | 671 | 0.03% | 0.11% | 104 | -16,664 | -70.4% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,668 | 638 | 0.0% | — | 105 | +6,668 | New | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 6,363 | 609 | 0.25% | 0.23% | 106 | +668 | 11.73% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,125 | 586 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 5,884 | 563 | 0.2% | 0.23% | 108 | -194 | -3.19% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,763 | 551 | 0.0% | — | 109 | +5,763 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,716 | 547 | 0.01% | — | 110 | +5,716 | New | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,590 | 536 | 0.01% | 0.01% | 111 | -2,772 | -33.15% | Q1 2026 | Apr 14, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 5,520 | 528 | 0.23% | 0.27% | 112 | -1,104 | -16.67% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,437 | 520 | 0.02% | — | 113 | +5,437 | New | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,038 | 482 | 0.04% | 0.05% | 114 | -787 | -13.51% | Q1 2026 | Apr 22, 2026 |
| CGC Financial Services, LLC | History | Added to | 4,995 | 478 | 0.14% | 0.1% | 115 | +1,010 | 25.35% | Q1 2026 | Apr 13, 2026 |
| Bison Wealth, LLC | History | New | 4,851 | 463 | 0.04% | — | 116 | +4,851 | New | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,755 | 455 | 0.03% | 0.04% | 117 | -1,106 | -18.87% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,750 | 455 | 0.01% | 0.01% | 118 | +329 | 7.44% | Q1 2026 | Apr 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 4,692 | 449 | 0.02% | 0.02% | 119 | -16 | -0.34% | Q1 2026 | Apr 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 4,573 | 438 | 0.28% | 0.28% | 120 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,486 | 429 | 0.05% | 0.06% | 121 | -1,082 | -19.43% | Q1 2026 | May 04, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 4,448 | 426 | 0.05% | 0.03% | 122 | +2,000 | 81.7% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | New | 4,413 | 422 | 0.01% | — | 123 | +4,413 | New | Q1 2026 | May 18, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,415 | 421 | 0.0% | 0.0% | 124 | +55 | 1.26% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Reduced | 4,383 | 419 | 0.02% | 0.03% | 125 | -2,044 | -31.8% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 4,376 | 419 | 0.02% | 0.01% | 126 | +539 | 14.05% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,359 | 417 | 0.0% | 0.0% | 127 | -617 | -12.4% | Q1 2026 | May 04, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 4,358 | 417 | 0.43% | 0.44% | 128 | -28 | -0.64% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 4,337 | 416 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,220 | 404 | 0.01% | 0.01% | 130 | +1,936 | 84.76% | Q1 2026 | May 11, 2026 |
| Opus Financial Solutions LLC | History | Added to | 4,049 | 387 | 0.36% | 0.32% | 131 | +515 | 14.57% | Q1 2026 | May 08, 2026 |
| United Community Bank | History | New | 3,992 | 382 | 0.13% | — | 132 | +3,992 | New | Q1 2026 | Apr 24, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,757 | 359 | 0.12% | 0.13% | 133 | +50 | 1.35% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,732 | 357 | 0.0% | 0.0% | 134 | +198 | 5.6% | Q1 2026 | Apr 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,693 | 353 | 0.1% | 0.11% | 135 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Reduced | 3,669 | 351 | 0.01% | 0.01% | 136 | -115 | -3.04% | Q1 2026 | Apr 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,636 | 348 | 0.0% | 0.0% | 137 | +1,340 | 58.36% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 3,532 | 338 | 0.04% | 0.05% | 138 | -1,525 | -30.16% | Q1 2026 | Apr 16, 2026 |
| Financial Insights, Inc. | History | Added to | 3,478 | 333 | 0.11% | 0.07% | 139 | +1,209 | 53.28% | Q1 2026 | May 18, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 3,121 | 299 | 0.1% | — | 140 | +3,121 | New | Q1 2026 | May 04, 2026 |
| Smart Portfolios, LLC | History | Reduced | 3,101 | 297 | 0.3% | 0.31% | 141 | -176 | -5.37% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,017 | 289 | 0.01% | — | 142 | +3,017 | New | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,007 | 288 | 0.01% | — | 144 | +3,007 | New | Q1 2026 | May 11, 2026 |
| Tribridge Partners Financial LLC | History | No change | 3,027 | 288 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,988 | 286 | 0.0% | — | 145 | +2,988 | New | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | New | 2,917 | 279 | 0.0% | — | 146 | +2,917 | New | Q1 2026 | May 12, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,841 | 272 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 2,760 | 264 | 0.11% | 0.12% | 148 | -335 | -10.82% | Q1 2026 | Apr 23, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,743 | 262 | 0.04% | 0.05% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,721 | 260 | 0.01% | 0.0% | 150 | +1,067 | 64.51% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Added to | 2,684 | 257 | 0.01% | 0.0% | 151 | +2,177 | 429.39% | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | New | 2,645 | 253 | 0.04% | — | 152 | +2,645 | New | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 2,432 | 233 | 0.01% | 0.01% | 153 | +37 | 1.54% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,350 | 225 | 0.0% | 0.0% | 154 | +1,699 | 260.98% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 2,342 | 224 | 0.0% | 0.0% | 155 | +220 | 10.37% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | New | 2,308 | 221 | 0.0% | — | 156 | +2,308 | New | Q1 2026 | May 01, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 2,241 | 214 | 0.03% | 0.04% | 157 | -648 | -22.43% | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | New | 2,213 | 211 | 0.03% | — | 159 | +2,213 | New | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 2,205 | 211 | 0.07% | 0.12% | 158 | -1,534 | -41.03% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | New | 2,197 | 210 | 0.01% | — | 160 | +2,197 | New | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 2,196 | 210 | 0.0% | — | 161 | +2,196 | New | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | New | 2,101 | 201 | 0.01% | — | 162 | +2,101 | New | Q1 2026 | Apr 30, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 2,075 | 198 | 0.31% | — | 163 | +2,075 | New | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,525 | 146 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,176 | 112 | 0.0% | 0.0% | 165 | +22 | 1.91% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 981 | 93 | 0.05% | 0.05% | 166 | +61 | 6.63% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 839 | 80 | 0.0% | 0.0% | 167 | +461 | 121.96% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 811 | 77 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 615 | 58 | 0.05% | 0.05% | 169 | +22 | 3.71% | Q1 2026 | May 06, 2026 |
| Motiv8 Investments LLC | History | No change | 552 | 53 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 527 | 50 | 0.0% | — | 171 | +527 | New | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 500 | 47 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 415 | 39 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 389 | 37 | 0.0% | 0.0% | 174 | -115 | -22.82% | Q1 2026 | May 07, 2026 |
| Opal Wealth Advisors, LLC | History | New | 351 | 33 | 0.01% | — | 176 | +351 | New | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 349 | 33 | 0.0% | 0.0% | 175 | +318 | 1025.81% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 260 | 24 | 0.01% | 0.12% | 177 | -3,038 | -92.12% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 260 | 24 | 0.01% | 0.01% | 178 | -27 | -9.41% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 210 | 20 | 0.01% | 0.01% | 179 | +2 | 0.96% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 208 | 19 | 0.0% | 0.01% | 180 | -593 | -74.03% | Q1 2026 | May 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 191 | 18 | 0.01% | 0.01% | 181 | -45 | -19.07% | Q1 2026 | Apr 17, 2026 |
| Hanson & Doremus Investment Management | History | No change | 190 | 18 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 176 | 16 | 0.01% | — | 183 | +176 | New | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 156 | 14 | 0.0% | 0.0% | 184 | +8 | 5.41% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | No change | 93 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 55 | 5 | 0.0% | 0.0% | 188 | +1 | 1.85% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 54 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | New | 52 | 4 | 0.0% | — | 190 | +52 | New | Q1 2026 | Apr 30, 2026 |
| WealthShield Partners, LLC | History | New | 43 | 4 | 0.0% | — | 191 | +43 | New | Q1 2026 | May 01, 2026 |
| Networth Advisors, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | New | 15 | 1 | 0.0% | — | 194 | +15 | New | Q1 2026 | Apr 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 11 | 1 | 0.0% | — | 195 | +11 | New | Q1 2026 | Apr 21, 2026 |
| Imprint Wealth LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,681 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,242 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.16% | — | -19,005 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,322 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,126 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,333 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,147 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,568 | -100.0% | Q1 2026 | May 01, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,270 | -100.0% | Q1 2026 | May 04, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,075 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,643 | -100.0% | Q1 2026 | May 13, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,464 | -100.0% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -296 | -100.0% | Q1 2026 | May 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 11, 2026 |