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 | 2,500,609 | 239,083 | 0.01% | 0.01% | 1 | +575,120 | 29.87% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,115,335 | 106,637 | 3.87% | 4.58% | 2 | +34,527 | 3.19% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 891,772 | 85,449 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 745,492 | 71,276 | 0.02% | 0.03% | 4 | -268,810 | -26.5% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 570,273 | 54,523 | 0.01% | 0.01% | 5 | +53,955 | 10.45% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 441,550 | 42,216 | 0.0% | 0.0% | 6 | +17,751 | 4.19% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | Added to | 440,019 | 42,070 | 3.44% | 3.76% | 7 | +3,987 | 0.91% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 394,513 | 37,719 | 0.0% | 0.0% | 8 | +203 | 0.05% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 370,534 | 35,426 | 0.56% | 0.6% | 9 | +26,806 | 7.8% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 331,094 | 31,667 | 0.0% | 0.0% | 10 | +46,489 | 16.33% | Q2 2026 | Aug 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 299,442 | 28,629 | 6.36% | 6.81% | 11 | +16,665 | 5.89% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 261,567 | 25,008 | 0.01% | 0.01% | 12 | -150,666 | -36.55% | Q2 2026 | Sep 23, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 202,851 | 19,394 | 6.86% | 9.07% | 13 | -28,488 | -12.31% | Q2 2026 | Jul 17, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 194,710 | 18,616 | 1.13% | 1.04% | 14 | +1,588 | 0.82% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 168,892 | 16,148 | 0.0% | 0.0% | 15 | +5,676 | 3.48% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 156,063 | 14,921 | 0.13% | 0.13% | 16 | +13,861 | 9.75% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 133,806 | 12,793 | 0.01% | 0.01% | 17 | -2,469 | -1.81% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 125,367 | 11,934 | 0.02% | 0.02% | 18 | +19,669 | 18.61% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Reduced | 103,432 | 9,889 | 0.0% | 0.0% | 19 | -5,726 | -5.25% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 92,607 | 8,854 | 0.35% | 0.38% | 20 | +3,183 | 3.56% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 90,411 | 8,644 | 0.52% | 0.66% | 21 | -85,609 | -48.64% | Q2 2026 | Aug 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 88,719 | 8,482 | 0.04% | 0.05% | 22 | +8,934 | 11.2% | Q2 2026 | Aug 11, 2026 |
| Treasure Coast Financial Planning | History | Added to | 85,945 | 8,217 | 4.01% | 3.98% | 23 | +5,202 | 6.44% | Q2 2026 | Jul 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 80,061 | 7,654 | 0.85% | 0.78% | 24 | +16,844 | 26.64% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 77,855 | 7,443 | 0.21% | 0.21% | 25 | +7,694 | 10.97% | Q2 2026 | Jul 07, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 74,416 | 7,114 | 3.08% | 3.16% | 26 | +7,601 | 11.38% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 70,672 | 6,756 | 0.01% | 0.02% | 27 | -87,886 | -55.43% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | New | 69,406 | 6,635 | 0.07% | — | 28 | +69,406 | New | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 69,119 | 6,608 | 0.0% | 0.0% | 29 | +855 | 1.25% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 64,250 | 6,142 | 0.22% | 0.27% | 30 | -6,196 | -8.8% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 56,901 | 5,440 | 0.0% | 0.0% | 31 | +2,129 | 3.89% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 55,256 | 5,283 | 0.26% | 0.29% | 32 | +2,216 | 4.18% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Reduced | 54,610 | 5,221 | 0.05% | 0.13% | 33 | -67,749 | -55.37% | Q2 2026 | Jul 28, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 53,530 | 5,118 | 3.94% | 3.89% | 34 | +7,180 | 15.49% | Q2 2026 | Jul 24, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 53,496 | 5,114 | 2.43% | 2.74% | 35 | -371 | -0.69% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 52,476 | 5,017 | 0.01% | 0.03% | 36 | -113,798 | -68.44% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 50,887 | 4,866 | 0.01% | 0.01% | 37 | -3,125 | -5.79% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 50,339 | 4,812 | 1.3% | 1.47% | 38 | +763 | 1.54% | Q2 2026 | Jul 30, 2026 |
| SkyOak Wealth, LLC | History | Added to | 48,707 | 4,656 | 0.76% | 0.84% | 39 | +722 | 1.5% | Q2 2026 | Jul 30, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 46,974 | 4,491 | 1.35% | 1.59% | 40 | +3,481 | 8.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 41,427 | 3,960 | 0.0% | 0.01% | 41 | -72,800 | -63.73% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 40,800 | 3,900 | 0.07% | 0.08% | 42 | -1,964 | -4.59% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,352 | 3,666 | 0.0% | 0.0% | 43 | +1,355 | 3.66% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 35,140 | 3,359 | 0.07% | 0.08% | 44 | -152 | -0.43% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 34,947 | 3,341 | 0.54% | 0.53% | 45 | +5,268 | 17.75% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,942 | 2,862 | 0.0% | 0.0% | 46 | +5,559 | 22.8% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 28,953 | 2,768 | 1.28% | 1.41% | 47 | -64 | -0.22% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,193 | 2,695 | 0.01% | 0.01% | 48 | -2,416 | -7.89% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 26,457 | 2,529 | 0.04% | 0.03% | 49 | +9,979 | 60.56% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,063 | 2,491 | 0.02% | 0.02% | 50 | +1,342 | 5.43% | Q2 2026 | Jul 17, 2026 |
| Family Investment Center, Inc. | History | Reduced | 25,588 | 2,446 | 0.41% | 0.48% | 51 | -226 | -0.88% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 25,629 | 2,440 | 0.01% | 0.0% | 52 | +21,214 | 480.5% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 22,798 | 2,179 | 0.0% | 0.0% | 53 | -3,505 | -13.33% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 21,831 | 2,087 | 0.01% | 0.01% | 54 | +728 | 3.45% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Added to | 20,911 | 1,999 | 0.0% | 0.0% | 55 | +814 | 4.05% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,694 | 1,978 | 0.0% | 0.0% | 56 | +3,379 | 19.51% | Q2 2026 | Aug 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 20,439 | 1,954 | 0.1% | 0.11% | 57 | +1,170 | 6.07% | Q2 2026 | Aug 05, 2026 |
| PAX Financial Group, LLC | History | Reduced | 19,031 | 1,819 | 0.27% | 0.33% | 58 | -978 | -4.89% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 18,983 | 1,814 | 0.06% | 0.08% | 59 | -5,287 | -21.78% | Q2 2026 | Jul 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,983 | 1,719 | 0.03% | 0.04% | 61 | -1,349 | -6.98% | Q2 2026 | Jul 31, 2026 |
| Avestar Capital, LLC | History | Added to | 17,986 | 1,719 | 0.1% | 0.11% | 60 | +612 | 3.52% | Q2 2026 | Jul 29, 2026 |
| BankPlus Wealth Management LLC | History | Reduced | 16,667 | 1,593 | 0.72% | 0.9% | 62 | -1,463 | -8.07% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,286 | 1,557 | 0.01% | 0.01% | 63 | -460 | -2.75% | Q2 2026 | Sep 08, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 16,250 | 1,553 | 0.16% | 0.12% | 64 | +5,818 | 55.77% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 15,512 | 1,483 | 0.0% | — | 65 | +15,512 | New | Q2 2026 | Jul 28, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 15,359 | 1,468 | 0.04% | 0.04% | 66 | +1,514 | 10.94% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13,800 | 1,319 | 0.04% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 13,611 | 1,301 | 0.35% | 0.1% | 68 | +10,490 | 336.11% | Q2 2026 | Jul 23, 2026 |
| Compass Financial Group, Inc. | History | Added to | 13,104 | 1,252 | 0.53% | 0.56% | 69 | +149 | 1.15% | Q2 2026 | Aug 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 13,040 | 1,246 | 0.04% | 0.04% | 70 | -42 | -0.32% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,865 | 1,230 | 0.04% | 0.04% | 71 | +835 | 6.94% | Q2 2026 | Jul 31, 2026 |
| Omnitrust Wealth Management, Inc | History | No change | 12,770 | 1,223 | 1.58% | 1.58% | 72 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,999 | 1,147 | 0.0% | — | 73 | +11,999 | New | Q2 2026 | Sep 02, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,510 | 1,100 | 0.02% | 0.03% | 74 | -172 | -1.47% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 11,295 | 1,079 | 0.0% | 0.01% | 75 | -96 | -0.84% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 11,231 | 1,073 | 0.73% | 1.02% | 76 | -2,217 | -16.49% | Q2 2026 | Jul 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,576 | 1,011 | 0.02% | — | 77 | +10,576 | New | Q2 2026 | Jul 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 10,360 | 990 | 0.19% | 0.33% | 79 | -6,374 | -38.09% | Q2 2026 | Aug 12, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 10,357 | 990 | 0.11% | 0.12% | 78 | -100 | -0.96% | Q2 2026 | Jul 24, 2026 |
| Syverson Strege & Co | History | Reduced | 10,199 | 975 | 0.21% | 0.24% | 80 | -21 | -0.21% | Q2 2026 | Aug 06, 2026 |
| Synergy Asset Management, LLC | History | New | 9,567 | 914 | 0.09% | — | 81 | +9,567 | New | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,443 | 902 | 0.02% | 0.02% | 82 | +15 | 0.16% | Q2 2026 | Jul 09, 2026 |
| Trek Financial, LLC | History | New | 9,154 | 875 | 0.04% | — | 83 | +9,154 | New | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | Reduced | 8,807 | 842 | 0.01% | 0.02% | 84 | -5,221 | -37.22% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,811 | 842 | 0.0% | 0.0% | 85 | -1,874 | -17.54% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,248 | 788 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 8,118 | 774 | 0.09% | 0.05% | 87 | +3,670 | 82.51% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,076 | 772 | 0.02% | 0.01% | 88 | +5,059 | 167.68% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,004 | 765 | 0.0% | 0.0% | 89 | -2,882 | -26.47% | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | Reduced | 7,776 | 743 | 0.0% | 0.0% | 90 | -590 | -7.05% | Q2 2026 | Aug 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 7,762 | 742 | 0.0% | 0.01% | 91 | -1,227 | -13.65% | Q2 2026 | Aug 14, 2026 |
| Charter Capital Management, LLC\DE | History | Reduced | 7,533 | 720 | 0.32% | 0.37% | 92 | -247 | -3.17% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,184 | 686 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,610 | 631 | 0.0% | 0.0% | 94 | -58 | -0.87% | Q2 2026 | Aug 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 6,536 | 624 | 0.24% | 0.25% | 95 | +173 | 2.72% | Q2 2026 | Aug 05, 2026 |
| CGC Financial Services, LLC | History | Added to | 6,351 | 607 | 0.14% | 0.14% | 96 | +1,356 | 27.15% | Q2 2026 | Jul 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 6,138 | 586 | 0.02% | 0.04% | 97 | -3,715 | -37.7% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,125 | 585 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 5,862 | 557 | 0.17% | 0.2% | 99 | -22 | -0.37% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,804 | 554 | 0.0% | 0.01% | 100 | -16,453 | -73.92% | Q2 2026 | Jul 27, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 5,634 | 538 | 0.11% | — | 102 | +5,634 | New | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,620 | 538 | 0.01% | 0.01% | 101 | +30 | 0.54% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | Reduced | 5,473 | 523 | 0.03% | 0.03% | 103 | -1,534 | -21.89% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Wealth | History | Reduced | 5,256 | 502 | 0.0% | 0.0% | 104 | -7,680 | -59.37% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | New | 5,163 | 491 | 0.01% | — | 106 | +5,163 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 5,163 | 491 | 0.01% | 0.01% | 105 | -553 | -9.67% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | Added to | 4,943 | 472 | 0.0% | 0.01% | 107 | +2,259 | 84.17% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | No change | 4,851 | 462 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,684 | 447 | 0.03% | 0.04% | 109 | -354 | -7.03% | Q2 2026 | Jul 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 4,651 | 444 | 0.02% | 0.02% | 110 | -41 | -0.87% | Q2 2026 | Jul 21, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 4,573 | 437 | 0.25% | 0.28% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 4,470 | 427 | 0.39% | 0.43% | 112 | +112 | 2.57% | Q2 2026 | Jul 08, 2026 |
| Opus Financial Solutions LLC | History | Added to | 4,408 | 421 | 0.34% | 0.36% | 113 | +359 | 8.87% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,398 | 420 | 0.01% | 0.01% | 114 | -352 | -7.41% | Q2 2026 | Jul 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,290 | 410 | 0.03% | 0.03% | 115 | -465 | -9.78% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,248 | 406 | 0.0% | 0.0% | 116 | -111 | -2.55% | Q2 2026 | Aug 07, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 4,231 | 404 | 0.01% | 0.02% | 117 | -145 | -3.31% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,152 | 397 | 0.0% | 0.01% | 118 | -17,481 | -80.81% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,122 | 394 | 0.04% | 0.05% | 119 | -364 | -8.11% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | Reduced | 4,009 | 383 | 0.01% | 0.02% | 120 | -374 | -8.53% | Q2 2026 | Aug 12, 2026 |
| Bellwether Advisors, LLC | History | New | 3,893 | 372 | 0.06% | — | 121 | +3,893 | New | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,857 | 368 | 0.0% | 0.0% | 122 | -12,469 | -76.38% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | Added to | 3,703 | 354 | 0.01% | 0.01% | 123 | +34 | 0.93% | Q2 2026 | Jul 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,693 | 353 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,674 | 351 | 0.0% | 0.0% | 125 | +38 | 1.05% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,596 | 343 | 0.0% | 0.0% | 126 | +3,516 | 4395.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,532 | 338 | 0.03% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Insights, Inc. | History | Added to | 3,527 | 337 | 0.09% | 0.11% | 128 | +49 | 1.41% | Q2 2026 | Aug 25, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 3,497 | 334 | 0.13% | 0.01% | 129 | +3,237 | 1245.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,367 | 321 | 0.0% | 0.0% | 130 | -365 | -9.78% | Q2 2026 | Jul 17, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 3,309 | 316 | 0.1% | 0.12% | 131 | -448 | -11.92% | Q2 2026 | Jul 21, 2026 |
| Smart Portfolios, LLC | History | No change | 3,101 | 297 | 0.3% | 0.3% | 132 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,019 | 288 | 0.0% | 0.0% | 133 | +31 | 1.04% | Q2 2026 | Aug 14, 2026 |
| Tribridge Partners Financial LLC | History | No change | 3,027 | 288 | 0.11% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 2,916 | 278 | 0.03% | 0.03% | 135 | +75 | 2.64% | Q2 2026 | Jul 29, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,743 | 262 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 2,703 | 258 | 0.1% | 0.11% | 137 | -57 | -2.07% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,487 | 237 | 0.0% | 0.0% | 138 | +179 | 7.76% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 2,464 | 235 | 0.01% | 0.01% | 139 | +32 | 1.32% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 2,342 | 223 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Williams & Novak, LLC | History | New | 2,323 | 222 | 0.15% | — | 143 | +2,323 | New | Q2 2026 | Jul 08, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 2,322 | 222 | 0.0% | 0.01% | 142 | -1,898 | -44.98% | Q2 2026 | Aug 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 2,325 | 222 | 0.03% | 0.03% | 141 | +112 | 5.06% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,273 | 217 | 0.0% | — | 144 | +2,273 | New | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,219 | 212 | 0.01% | 0.01% | 145 | +22 | 1.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,654 | 158 | 0.0% | 0.01% | 146 | -1,067 | -39.21% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 1,523 | 145 | 0.0% | — | 147 | +1,523 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,396 | 133 | 0.0% | 0.0% | 148 | -954 | -40.6% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,195 | 114 | 0.0% | 0.0% | 149 | +19 | 1.62% | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,072 | 102 | 0.05% | 0.05% | 150 | +91 | 9.28% | Q2 2026 | Jul 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 811 | 77 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 785 | 75 | 0.0% | 0.0% | 152 | -54 | -6.44% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 775 | 74 | 0.02% | — | 153 | +775 | New | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 666 | 63 | 0.01% | — | 154 | +666 | New | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 615 | 58 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 500 | 47 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 415 | 39 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 389 | 37 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 272 | 26 | 0.0% | 0.0% | 159 | +220 | 423.08% | Q2 2026 | Jul 28, 2026 |
| Kingdom Financial Group LLC. | History | No change | 260 | 24 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 241 | 23 | 0.0% | 0.01% | 162 | -2,766 | -91.99% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 250 | 23 | 0.0% | 0.0% | 161 | -99 | -28.37% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 216 | 20 | 0.0% | 0.28% | 163 | -85,725 | -99.75% | Q2 2026 | Jul 06, 2026 |
| IFG Advisory, LLC | History | New | 219 | 20 | 0.0% | — | 165 | +219 | New | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | New | 210 | 20 | 0.0% | — | 166 | +210 | New | Q2 2026 | Jul 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 212 | 20 | 0.01% | 0.01% | 164 | +2 | 0.95% | Q2 2026 | Jul 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 208 | 19 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hanson & Doremus Investment Management | History | No change | 190 | 18 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 171 | 16 | 0.0% | 0.01% | 169 | -20 | -10.47% | Q2 2026 | Jul 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 176 | 16 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 113 | 10 | 0.0% | — | 172 | +113 | New | Q2 2026 | Jul 30, 2026 |
| Manchester Capital Management LLC | History | Added to | 107 | 10 | 0.0% | 0.0% | 171 | +14 | 15.05% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 82 | 7 | 0.0% | — | 175 | +82 | New | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 75 | 7 | 0.0% | 0.0% | 174 | -81 | -51.92% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 68 | 6 | 0.0% | 0.0% | 176 | +13 | 23.64% | Q2 2026 | Sep 02, 2026 |
| Caldwell Trust Co | History | No change | 54 | 5 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 46 | 4 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Networth Advisors, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Imprint Wealth LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 2.3% | — | -75,552 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -26,912 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,347 | -100.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -16,944 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -14,321 | -100.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,040 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,250 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -12,889 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,986 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -10,291 | -100.0% | Q2 2026 | Jul 09, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -9,769 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,505 | -100.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,475 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.77% | — | -8,362 | -100.0% | Q2 2026 | Jul 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -7,693 | -100.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,763 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,520 | -100.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,437 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,413 | -100.0% | Q2 2026 | Aug 10, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.13% | — | -3,992 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,917 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.04% | — | -2,645 | -100.0% | Q2 2026 | Jul 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,241 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,205 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,196 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,101 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -2,075 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -527 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -351 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q2 2026 | Jul 10, 2026 |