PIMCO ETF Trust - LDUR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | New | 1,821,453 | 174,759 | 0.01% | — | 1 | +1,821,453 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 939,933 | 90,182 | 0.24% | 0.27% | 2 | +16,035 | 1.74% | Q4 2025 | Jan 26, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 911,899 | 87,492 | 3.66% | 3.72% | 3 | +20,348 | 2.28% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 597,089 | 57,287 | 0.02% | 0.01% | 4 | +166,306 | 38.61% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 543,802 | 52,175 | 0.01% | 0.01% | 5 | -44,459 | -7.56% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | Added to | 431,360 | 41,386 | 3.67% | 3.7% | 6 | +3,564 | 0.83% | Q4 2025 | Feb 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 408,334 | 39,177 | 0.0% | 0.0% | 7 | +24,446 | 6.37% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 337,435 | 32,375 | 0.0% | 0.0% | 8 | +11,559 | 3.55% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 278,513 | 26,721 | 0.0% | 0.0% | 9 | +10,152 | 3.78% | Q4 2025 | Feb 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 274,819 | 26,463 | 6.73% | 6.8% | 10 | +8,159 | 3.06% | Q4 2025 | Jan 23, 2026 |
| O'Connor Financial Group LLC | History | Added to | 231,409 | 22,236 | 8.87% | 8.86% | 11 | +11,597 | 5.28% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 192,736 | 18,505 | 0.03% | 0.03% | 12 | +4,018 | 2.13% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 191,440 | 18,367 | 0.01% | 0.01% | 13 | -26,419 | -12.13% | Q4 2025 | Feb 10, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 178,039 | 17,081 | 0.91% | 1.17% | 14 | -77,297 | -30.27% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 156,502 | 15,016 | 0.0% | — | 15 | +156,502 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 139,715 | 13,404 | 0.01% | 0.02% | 16 | +1,840 | 1.33% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 119,578 | 11,472 | 0.0% | 0.0% | 17 | -76,565 | -39.04% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 117,358 | 11,259 | 0.11% | 0.14% | 18 | -28,467 | -19.52% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 79,729 | 7,649 | 0.85% | 1.03% | 19 | +414 | 0.52% | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 68,459 | 6,568 | 0.3% | 0.09% | 20 | +49,050 | 252.72% | Q4 2025 | Feb 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 67,972 | 6,542 | 0.25% | 0.27% | 21 | -4,411 | -6.09% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 67,853 | 6,510 | 0.21% | 0.28% | 22 | -31,670 | -31.82% | Q4 2025 | Jan 09, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 62,645 | 6,010 | 2.98% | 2.76% | 23 | +7,470 | 13.54% | Q4 2025 | Jan 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 59,728 | 5,729 | 0.79% | 0.77% | 24 | +8,121 | 15.74% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 55,591 | 5,333 | 0.0% | 0.0% | 25 | -11,654 | -17.33% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Reduced | 55,354 | 5,310 | 0.06% | 0.06% | 26 | -759 | -1.35% | Q4 2025 | Feb 05, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 54,923 | 5,269 | 2.96% | 3.82% | 27 | -12,571 | -18.63% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 49,110 | 4,711 | 0.27% | 0.26% | 28 | +4,338 | 9.69% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 47,645 | 4,572 | 0.01% | 0.01% | 29 | +2,653 | 5.9% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 45,673 | 4,382 | 1.06% | 1.15% | 30 | -1,309 | -2.79% | Q4 2025 | Jan 28, 2026 |
| Treasure Coast Financial Planning | History | Added to | 44,948 | 4,312 | 2.29% | 2.24% | 31 | +3,255 | 7.81% | Q4 2025 | Jan 22, 2026 |
| SkyOak Wealth, LLC | History | Added to | 43,064 | 4,131 | 0.74% | 0.75% | 32 | +1,833 | 4.45% | Q4 2025 | Feb 05, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 42,954 | 4,121 | 7.08% | 7.29% | 33 | -76 | -0.18% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 42,724 | 4,099 | 0.0% | — | 34 | +42,724 | New | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 41,780 | 4,008 | 0.01% | 0.01% | 35 | -997 | -2.33% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 36,179 | 3,471 | 0.0% | 0.0% | 36 | -1,305 | -3.48% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 32,170 | 3,086 | 0.07% | 0.09% | 37 | -3,676 | -10.25% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,631 | 3,034 | 0.07% | 0.07% | 38 | +1,371 | 4.53% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 30,681 | 2,943 | 0.0% | — | 39 | +30,681 | New | Q4 2025 | Feb 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 28,559 | 2,740 | 1.47% | 1.47% | 40 | +866 | 3.13% | Q4 2025 | Feb 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 27,242 | 2,613 | 0.01% | 0.01% | 41 | +3,248 | 13.54% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 27,231 | 2,612 | 0.0% | 0.0% | 42 | +793 | 3.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 27,198 | 2,609 | 0.0% | 0.01% | 43 | -818 | -2.92% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 26,589 | 2,551 | 0.48% | 0.49% | 44 | +84 | 0.32% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 23,671 | 2,271 | 0.11% | 0.1% | 45 | -2,024 | -7.88% | Q4 2025 | Jan 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 22,063 | 2,117 | 0.07% | 0.09% | 46 | -1,213 | -5.21% | Q4 2025 | Feb 13, 2026 |
| Family Investment Center, Inc. | History | Added to | 22,049 | 2,115 | 0.43% | 0.38% | 47 | +2,802 | 14.56% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,932 | 2,008 | 0.0% | 0.0% | 48 | +17,124 | 449.68% | Q4 2025 | Feb 17, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 20,031 | 1,921 | 0.11% | 0.11% | 49 | +145 | 0.73% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 19,989 | 1,917 | 0.01% | 0.01% | 50 | -581 | -2.82% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,887 | 1,908 | 0.02% | 0.02% | 51 | +6,224 | 45.55% | Q4 2025 | Jan 23, 2026 |
| PAX Financial Group, LLC | History | Reduced | 19,845 | 1,904 | 0.33% | 0.37% | 52 | -1,690 | -7.85% | Q4 2025 | Feb 05, 2026 |
| SOL Capital Management CO | History | New | 19,005 | 1,823 | 0.16% | — | 53 | +19,005 | New | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,322 | 1,757 | 0.01% | 0.01% | 54 | +411 | 2.29% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 17,638 | 1,692 | 0.36% | 0.37% | 55 | -237 | -1.33% | Q4 2025 | Jan 16, 2026 |
| Avestar Capital, LLC | History | Added to | 16,826 | 1,620 | 0.1% | 0.1% | 56 | +721 | 4.48% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 16,860 | 1,617 | 0.53% | 0.45% | 57 | +3,213 | 23.54% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 16,593 | 1,591 | 0.03% | 0.07% | 58 | -16,333 | -49.61% | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | Reduced | 16,508 | 1,583 | 0.06% | 0.06% | 59 | -1,662 | -9.15% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,921 | 1,527 | 0.02% | 0.02% | 60 | -4,413 | -21.7% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 15,025 | 1,441 | 0.0% | 0.0% | 61 | -9,083 | -37.68% | Q4 2025 | Feb 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 14,750 | 1,415 | 0.78% | 0.59% | 62 | +4,295 | 41.08% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | New | 14,223 | 1,364 | 0.0% | — | 63 | +14,223 | New | Q4 2025 | Feb 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 14,149 | 1,357 | 0.05% | 0.04% | 64 | +1,112 | 8.53% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,126 | 1,355 | 0.0% | — | 65 | +14,126 | New | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,333 | 1,279 | 0.0% | 0.0% | 67 | +5,777 | 76.46% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,339 | 1,279 | 0.01% | 0.01% | 66 | -4,632 | -25.77% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 12,805 | 1,233 | 0.02% | 0.01% | 68 | +7,646 | 148.21% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 12,841 | 1,232 | 0.54% | 0.58% | 69 | -701 | -5.18% | Q4 2025 | Feb 05, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 12,388 | 1,188 | 1.51% | — | 70 | +12,388 | New | Q4 2025 | Feb 11, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 11,887 | 1,140 | 0.13% | 0.14% | 71 | -100 | -0.83% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,636 | 1,116 | 0.0% | 0.0% | 72 | -325 | -2.72% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | New | 11,543 | 1,107 | 0.03% | — | 73 | +11,543 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 11,108 | 1,065 | 0.01% | 0.01% | 74 | -100 | -0.89% | Q4 2025 | Feb 17, 2026 |
| Syverson Strege & Co | History | Added to | 10,913 | 1,047 | 0.25% | 0.25% | 75 | +50 | 0.46% | Q4 2025 | Feb 09, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 10,709 | 1,027 | 0.12% | 0.13% | 76 | -476 | -4.26% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 10,147 | 973 | 0.02% | 0.02% | 77 | +122 | 1.22% | Q4 2025 | Feb 19, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,528 | 914 | 0.01% | 0.01% | 78 | -543 | -5.39% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,480 | 909 | 0.0% | 0.0% | 79 | +32 | 0.34% | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,214 | 884 | 0.02% | 0.02% | 80 | +415 | 4.72% | Q4 2025 | Jan 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,798 | 844 | 0.01% | 0.01% | 81 | +422 | 5.04% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 8,701 | 834 | 0.02% | 0.02% | 82 | +1,009 | 13.12% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,473 | 814 | 0.0% | 0.0% | 83 | +2,088 | 32.7% | Q4 2025 | Mar 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,362 | 803 | 0.01% | 0.01% | 84 | -188 | -2.2% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,309 | 797 | 0.0% | 0.0% | 85 | +304 | 3.8% | Q4 2025 | Feb 05, 2026 |
| Krilogy Financial LLC | History | Reduced | 8,212 | 789 | 0.03% | 0.04% | 86 | -3,414 | -29.37% | Q4 2025 | Jan 27, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 7,776 | 746 | 0.39% | 0.4% | 87 | +4 | 0.05% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,379 | 707 | 0.0% | — | 88 | +7,379 | New | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,184 | 689 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 6,624 | 635 | 0.27% | 0.27% | 90 | -88 | -1.31% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 6,518 | 625 | 0.03% | 0.03% | 91 | -348 | -5.07% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | New | 6,427 | 618 | 0.03% | — | 92 | +6,427 | New | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,125 | 587 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 6,078 | 583 | 0.23% | 0.26% | 94 | -151 | -2.42% | Q4 2025 | Jan 21, 2026 |
| SMITH, MOORE & CO. | History | New | 5,861 | 562 | 0.04% | — | 95 | +5,861 | New | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,825 | 558 | 0.05% | 0.14% | 96 | -10,926 | -65.23% | Q4 2025 | Jan 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 5,695 | 546 | 0.23% | 0.26% | 97 | -659 | -10.37% | Q4 2025 | Jan 30, 2026 |
| Diversify Advisory Services, LLC | History | New | 5,568 | 535 | 0.02% | — | 98 | +5,568 | New | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Added to | 5,568 | 534 | 0.06% | 0.05% | 99 | +965 | 20.96% | Q4 2025 | Mar 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,057 | 485 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,976 | 477 | 0.0% | 0.0% | 101 | +2,098 | 72.9% | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 4,708 | 451 | 0.02% | 0.02% | 102 | +714 | 17.88% | Q4 2025 | Jan 23, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 4,573 | 438 | 0.28% | 0.27% | 103 | +350 | 8.29% | Q4 2025 | Feb 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,421 | 424 | 0.01% | 0.01% | 104 | -824 | -15.71% | Q4 2025 | Feb 06, 2026 |
| Thayer Financial, L.L.C. | History | New | 4,386 | 420 | 0.44% | — | 105 | +4,386 | New | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | New | 4,360 | 417 | 0.0% | — | 106 | +4,360 | New | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Reduced | 4,337 | 416 | 0.0% | 0.0% | 107 | -1,754 | -28.8% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,250 | 407 | 0.0% | 0.0% | 108 | -724 | -14.56% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,178 | 400 | 0.0% | 0.0% | 109 | +370 | 9.72% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,074 | 390 | 0.0% | 0.0% | 110 | -790 | -16.24% | Q4 2025 | Feb 09, 2026 |
| CGC Financial Services, LLC | History | Added to | 3,985 | 382 | 0.1% | 0.09% | 111 | +660 | 19.85% | Q4 2025 | Feb 03, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 3,837 | 368 | 0.01% | 0.02% | 112 | +166 | 4.52% | Q4 2025 | Jan 09, 2026 |
| Diversified Trust Co | History | Reduced | 3,784 | 363 | 0.01% | 0.01% | 113 | -59 | -1.54% | Q4 2025 | Jan 09, 2026 |
| Skyline Advisors, Inc. | History | Added to | 3,739 | 358 | 0.12% | 0.1% | 114 | +605 | 19.3% | Q4 2025 | Jan 12, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,707 | 355 | 0.13% | 0.13% | 115 | +151 | 4.25% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,693 | 354 | 0.11% | 0.1% | 116 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Opus Financial Solutions LLC | History | New | 3,534 | 339 | 0.32% | — | 118 | +3,534 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,534 | 339 | 0.0% | 0.0% | 117 | -92 | -2.54% | Q4 2025 | Feb 03, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 3,298 | 316 | 0.12% | 0.11% | 119 | +796 | 31.81% | Q4 2025 | Feb 06, 2026 |
| Smart Portfolios, LLC | History | Reduced | 3,277 | 314 | 0.31% | 0.76% | 120 | -4,907 | -59.96% | Q4 2025 | Jan 30, 2026 |
| Procyon Advisors, LLC | History | No change | 3,270 | 313 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 3,095 | 296 | 0.12% | 0.1% | 122 | -619 | -16.67% | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 3,075 | 295 | 0.07% | 0.08% | 123 | -84 | -2.66% | Q4 2025 | Feb 11, 2026 |
| Tribridge Partners Financial LLC | History | New | 3,027 | 290 | 0.12% | — | 124 | +3,027 | New | Q4 2025 | Jan 26, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 2,889 | 277 | 0.04% | 0.04% | 125 | -321 | -10.0% | Q4 2025 | Jan 23, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,841 | 272 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,743 | 264 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 2,643 | 253 | 0.04% | 0.04% | 128 | +28 | 1.07% | Q4 2025 | Feb 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 2,448 | 234 | 0.03% | 0.03% | 129 | -38 | -1.53% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Reduced | 2,395 | 229 | 0.01% | 0.01% | 130 | -241 | -9.14% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,296 | 220 | 0.0% | — | 131 | +2,296 | New | Q4 2025 | Feb 02, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,284 | 219 | 0.01% | 0.01% | 132 | +32 | 1.42% | Q4 2025 | Feb 09, 2026 |
| Financial Insights, Inc. | History | New | 2,269 | 217 | 0.07% | — | 133 | +2,269 | New | Q4 2025 | Mar 31, 2026 |
| CITIGROUP INC | History | No change | 2,122 | 203 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,654 | 158 | 0.0% | 0.01% | 135 | -1,600 | -49.17% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,525 | 146 | 0.0% | 0.0% | 136 | -2 | -0.13% | Q4 2025 | Feb 06, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 1,464 | 140 | 0.04% | 0.06% | 137 | -704 | -32.47% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,154 | 110 | 0.0% | 0.0% | 138 | +23 | 2.03% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 920 | 88 | 0.05% | — | 139 | +920 | New | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 811 | 78 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 801 | 76 | 0.01% | 0.02% | 141 | -55 | -6.43% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 651 | 62 | 0.0% | 0.0% | 142 | +5 | 0.77% | Q4 2025 | Feb 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 593 | 56 | 0.05% | 0.05% | 143 | -10 | -1.66% | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 552 | 53 | 0.03% | — | 144 | +552 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 507 | 48 | 0.0% | — | 145 | +507 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 504 | 48 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 500 | 47 | 0.0% | — | 147 | +500 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 415 | 39 | 0.0% | 0.0% | 148 | -58 | -12.26% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 378 | 36 | 0.0% | — | 149 | +378 | New | Q4 2025 | Mar 16, 2026 |
| Kingdom Financial Group LLC. | History | New | 287 | 27 | 0.01% | — | 150 | +287 | New | Q4 2025 | Feb 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 236 | 22 | 0.01% | 0.01% | 151 | -9 | -3.67% | Q4 2025 | Feb 09, 2026 |
| Lodestone Wealth Management LLC | History | New | 208 | 19 | 0.01% | — | 152 | +208 | New | Q4 2025 | Jan 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 190 | 18 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Manchester Capital Management LLC | History | New | 93 | 8 | 0.0% | — | 155 | +93 | New | Q4 2025 | Feb 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 75 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 54 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | No change | 54 | 5 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 31 | 2 | 0.0% | — | 160 | +31 | New | Q4 2025 | Feb 03, 2026 |
| Networth Advisors, LLC | History | New | 27 | 2 | 0.0% | — | 161 | +27 | New | Q4 2025 | Jan 22, 2026 |
| Imprint Wealth LLC | History | Reduced | 11 | 1 | 0.0% | 0.01% | 162 | -11 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,552 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.42% | — | -8,918 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,022 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Austin Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,417 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.27% | — | -4,128 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,404 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -1,978 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -300 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |