PIMCO ETF Trust - MINO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,328,986 | 60,814 | 0.01% | 0.01% | 1 | +260,663 | 24.4% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 851,522 | 38,965 | 0.01% | 0.01% | 2 | +355,402 | 71.64% | Q2 2026 | Sep 23, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 589,978 | 26,997 | 1.53% | 1.62% | 3 | +4,200 | 0.72% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 576,657 | 26,388 | 0.42% | 0.4% | 4 | +83,881 | 17.02% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 544,633 | 24,601 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 456,505 | 20,889 | 0.06% | 0.07% | 6 | +47,330 | 11.57% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 439,710 | 20,121 | 0.0% | 0.0% | 7 | +336,739 | 327.02% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 342,445 | 15,670 | 0.0% | 0.0% | 8 | +87,638 | 34.39% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 319,021 | 14,598 | 0.7% | 0.01% | 9 | +314,688 | 7262.59% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 306,171 | 14,001 | 0.08% | — | 10 | +306,171 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 286,220 | 13,097 | 0.01% | 0.01% | 11 | -10,385 | -3.5% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 276,685 | 12,661 | 0.02% | 0.01% | 12 | +92,728 | 50.41% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 265,862 | 12,167 | 0.01% | 0.01% | 13 | +53,255 | 25.05% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 210,199 | 9,618 | 0.3% | 0.26% | 14 | +50,396 | 31.54% | Q2 2026 | Jul 30, 2026 |
| Asio Capital, LLC | History | Added to | 198,403 | 9,078 | 1.16% | 1.2% | 15 | +9,604 | 5.09% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 173,561 | 7,942 | 0.17% | 0.19% | 16 | +7,650 | 4.61% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 170,345 | 7,794 | 0.01% | 0.01% | 17 | -2,572 | -1.49% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 156,671 | 7,169 | 0.01% | 0.01% | 18 | +22,413 | 16.69% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 148,702 | 6,755 | 0.01% | 0.01% | 19 | +32,387 | 27.84% | Q2 2026 | Jul 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 145,036 | 6,636 | 2.88% | 3.53% | 20 | -13,145 | -8.31% | Q2 2026 | Jul 28, 2026 |
| True North Advisors, LLC | History | New | 140,914 | 6,448 | 0.62% | — | 21 | +140,914 | New | Q2 2026 | Jul 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 135,671 | 6,208 | 1.17% | 1.22% | 22 | +5,401 | 4.15% | Q2 2026 | Jul 27, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 126,080 | 5,769 | 0.43% | 0.41% | 23 | +16,190 | 14.73% | Q2 2026 | Aug 07, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 122,760 | 5,617 | 2.2% | 2.06% | 24 | +24,022 | 24.33% | Q2 2026 | Jul 08, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 120,969 | 5,535 | 1.74% | 1.72% | 25 | +16,891 | 16.23% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 114,031 | 5,218 | 0.0% | 0.0% | 26 | +43,661 | 62.04% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | New | 109,529 | 5,012 | 0.19% | — | 27 | +109,529 | New | Q2 2026 | Aug 04, 2026 |
| Able Wealth Management LLC | History | Added to | 98,000 | 4,484 | 1.03% | 0.98% | 28 | +16,853 | 20.77% | Q2 2026 | Jul 29, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 92,917 | 4,251 | 0.87% | 0.91% | 29 | +1,479 | 1.62% | Q2 2026 | Jul 13, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 90,065 | 4,121 | 0.87% | 0.98% | 30 | -2,354 | -2.55% | Q2 2026 | Aug 04, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 85,925 | 3,931 | 0.66% | 0.48% | 31 | +27,385 | 46.78% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 77,768 | 3,558 | 0.01% | 0.01% | 32 | +29,190 | 60.09% | Q2 2026 | Aug 07, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 77,407 | 3,542 | 2.13% | 2.59% | 33 | +2,419 | 3.23% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,780 | 3,513 | 0.01% | 0.0% | 34 | +64,876 | 544.99% | Q2 2026 | Jul 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 74,953 | 3,429 | 0.33% | 0.36% | 35 | +1,688 | 2.3% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Added to | 74,217 | 3,396 | 0.05% | 0.03% | 36 | +42,248 | 132.15% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 74,213 | 3,395 | 0.02% | 0.01% | 37 | +27,350 | 58.36% | Q2 2026 | Aug 17, 2026 |
| Vise Technologies, Inc. | History | New | 72,498 | 3,317 | 0.04% | — | 38 | +72,498 | New | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 68,289 | 3,124 | 0.07% | 0.06% | 39 | +6,378 | 10.3% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 64,937 | 2,971 | 0.06% | 0.07% | 40 | +749 | 1.17% | Q2 2026 | Aug 06, 2026 |
| Dakota Wealth Management | History | Added to | 64,518 | 2,952 | 0.06% | 0.05% | 41 | +10,675 | 19.83% | Q2 2026 | Aug 07, 2026 |
| Prasad Wealth Partners, LLC | History | New | 63,964 | 2,927 | 0.7% | — | 42 | +63,964 | New | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 63,159 | 2,891 | 0.0% | 0.0% | 43 | +26,504 | 72.31% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 62,959 | 2,881 | 0.0% | 0.0% | 44 | +5,808 | 10.16% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 61,897 | 2,832 | 0.0% | 0.0% | 45 | -38,103 | -38.1% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 60,761 | 2,780 | 0.11% | 0.14% | 46 | -9,481 | -13.5% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 54,986 | 2,516 | 0.01% | 0.01% | 47 | -1,517 | -2.68% | Q2 2026 | Jul 27, 2026 |
| Mason & Associates, LLC | History | Added to | 54,508 | 2,494 | 0.52% | 0.48% | 48 | +7,685 | 16.41% | Q2 2026 | Jul 14, 2026 |
| PAX Financial Group, LLC | History | Added to | 52,534 | 2,403 | 0.36% | 0.38% | 49 | +3,148 | 6.37% | Q2 2026 | Aug 05, 2026 |
| Econ Financial Services Corp | History | Added to | 52,078 | 2,383 | 1.11% | 0.76% | 50 | +15,957 | 44.18% | Q2 2026 | Jul 23, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 51,938 | 2,376 | 0.88% | 0.79% | 51 | +7,358 | 16.51% | Q2 2026 | Jul 30, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 51,415 | 2,352 | 0.67% | 0.76% | 52 | +292 | 0.57% | Q2 2026 | Aug 06, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 50,818 | 2,325 | 1.03% | 1.2% | 53 | +563 | 1.12% | Q2 2026 | Jul 30, 2026 |
| Wayfinding Financial, LLC | History | Added to | 48,061 | 2,199 | 0.83% | 0.9% | 54 | +2,406 | 5.27% | Q2 2026 | Aug 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 47,618 | 2,178 | 0.21% | 0.25% | 55 | -1,497 | -3.05% | Q2 2026 | Jul 31, 2026 |
| ProVise Management Group, LLC | History | Added to | 46,001 | 2,105 | 0.14% | 0.12% | 56 | +9,155 | 24.85% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 45,352 | 2,075 | 0.0% | 0.0% | 57 | +23,459 | 107.15% | Q2 2026 | Aug 19, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 41,309 | 1,890 | 0.0% | 0.0% | 58 | -6,115 | -12.89% | Q2 2026 | Sep 02, 2026 |
| &PARTNERS | History | Added to | 41,282 | 1,889 | 0.01% | 0.01% | 59 | +12,070 | 41.32% | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | Reduced | 40,773 | 1,865 | 0.34% | 0.38% | 60 | -798 | -1.92% | Q2 2026 | Jul 16, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 39,250 | 1,796 | 0.25% | 0.34% | 61 | -5,595 | -12.48% | Q2 2026 | Jul 10, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 38,226 | 1,749 | 0.37% | — | 62 | +38,226 | New | Q2 2026 | Jul 23, 2026 |
| Elequin Capital, LP | History | New | 36,511 | 1,670 | 0.05% | — | 63 | +36,511 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 35,420 | 1,620 | 0.07% | 0.03% | 64 | +21,541 | 155.21% | Q2 2026 | Jul 22, 2026 |
| Optimus Capital Advisors, LLC | History | New | 35,278 | 1,614 | 0.87% | — | 65 | +35,278 | New | Q2 2026 | Jul 16, 2026 |
| GatePass Capital, LLC | History | New | 34,177 | 1,563 | 0.59% | — | 66 | +34,177 | New | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 33,362 | 1,526 | 0.01% | 0.01% | 67 | +4,238 | 14.55% | Q2 2026 | Jul 27, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 32,911 | 1,475 | 0.44% | 0.37% | 68 | +9,193 | 38.76% | Q2 2026 | Aug 11, 2026 |
| VIAWEALTH, LLC | History | Reduced | 32,182 | 1,472 | 0.74% | 0.83% | 69 | -868 | -2.63% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 31,930 | 1,461 | 0.01% | — | 70 | +31,930 | New | Q2 2026 | Aug 14, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 29,906 | 1,368 | 0.38% | 0.4% | 71 | -12 | -0.04% | Q2 2026 | Aug 10, 2026 |
| Trademark Financial Management, LLC | History | Added to | 29,793 | 1,363 | 0.56% | 0.64% | 72 | +929 | 3.22% | Q2 2026 | Jul 27, 2026 |
| Nuveen, LLC | History | New | 29,630 | 1,355 | 0.0% | — | 73 | +29,630 | New | Q2 2026 | Aug 11, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 28,498 | 1,304 | 0.88% | 1.0% | 74 | +1,702 | 6.35% | Q2 2026 | Aug 05, 2026 |
| BAM Wealth Management, LLC | History | Added to | 28,105 | 1,286 | 0.8% | 0.6% | 75 | +10,310 | 57.94% | Q2 2026 | Jul 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 27,319 | 1,250 | 0.31% | 0.43% | 76 | +1,963 | 7.74% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,748 | 1,223 | 0.01% | 0.01% | 77 | +11,368 | 73.91% | Q2 2026 | Jul 17, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 26,471 | 1,211 | 0.59% | 2.01% | 78 | -61,598 | -69.94% | Q2 2026 | Jul 16, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 26,094 | 1,194 | 0.29% | 0.32% | 79 | -278 | -1.05% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,555 | 1,169 | 0.01% | 0.01% | 80 | +3,766 | 17.28% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 25,209 | 1,153 | 0.68% | 1.08% | 81 | +760 | 3.11% | Q2 2026 | Jul 10, 2026 |
| COFG Advisors, LLC | History | New | 23,509 | 1,075 | 0.19% | — | 82 | +23,509 | New | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 21,745 | 995 | 0.07% | 0.11% | 83 | -5,051 | -18.85% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 21,725 | 993 | 0.0% | — | 84 | +21,725 | New | Q2 2026 | Aug 13, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 21,273 | 973 | 0.51% | 0.49% | 85 | +3,697 | 21.03% | Q2 2026 | Jul 28, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 21,052 | 963 | 0.22% | 0.23% | 86 | +1,008 | 5.03% | Q2 2026 | Jul 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 20,580 | 941 | 0.11% | 0.11% | 87 | +1,708 | 9.05% | Q2 2026 | Jul 09, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 20,000 | 915 | 0.19% | 0.21% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 19,172 | 859 | 0.12% | 0.17% | 89 | -14,715 | -43.42% | Q2 2026 | Aug 07, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 18,134 | 829 | 0.16% | 0.49% | 90 | -33,616 | -64.96% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,056 | 826 | 0.01% | 0.0% | 91 | +10,824 | 149.67% | Q2 2026 | Aug 12, 2026 |
| Carolina Wealth Management Inc | History | New | 17,174 | 785 | 0.36% | — | 92 | +17,174 | New | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 16,943 | 775 | 0.04% | 0.01% | 93 | +10,882 | 179.54% | Q2 2026 | Jul 23, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 16,697 | 764 | 0.1% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 15,802 | 723 | 0.22% | 0.09% | 95 | +7,626 | 93.27% | Q2 2026 | Jul 27, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 15,677 | 717 | 0.34% | 0.38% | 96 | -110 | -0.7% | Q2 2026 | Aug 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 14,811 | 677 | 0.17% | 0.09% | 97 | +7,760 | 110.06% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,569 | 666 | 0.01% | 0.01% | 98 | -883 | -5.71% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,342 | 656 | 0.01% | 0.01% | 99 | +1,977 | 15.99% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 14,246 | 651 | 0.3% | 0.32% | 100 | +389 | 2.81% | Q2 2026 | Jul 24, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 14,171 | 648 | 1.01% | — | 101 | +14,171 | New | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,641 | 624 | 0.01% | 0.01% | 102 | -2,171 | -13.73% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,610 | 622 | 0.01% | 0.01% | 103 | +60 | 0.44% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,320 | 563 | 0.0% | 0.0% | 104 | +834 | 7.26% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,289 | 562 | 0.0% | 0.0% | 105 | +54 | 0.44% | Q2 2026 | Aug 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 12,000 | 549 | 0.19% | 0.22% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Breakwater Capital Group | History | Added to | 11,793 | 539 | 0.06% | 0.04% | 107 | +5,020 | 74.12% | Q2 2026 | Jul 08, 2026 |
| Worth Asset Management, LLC | History | Reduced | 11,600 | 530 | 0.17% | 0.25% | 108 | -3,250 | -21.89% | Q2 2026 | Jul 08, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 11,000 | 503 | 0.01% | 0.01% | 109 | +1,800 | 19.57% | Q2 2026 | Aug 14, 2026 |
| Williams & Novak, LLC | History | Added to | 10,650 | 487 | 0.32% | 0.16% | 110 | +5,750 | 117.35% | Q2 2026 | Jul 08, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 10,400 | 475 | 0.03% | 0.03% | 111 | -4,300 | -29.25% | Q2 2026 | Aug 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 10,064 | 460 | 0.1% | 0.12% | 112 | -513 | -4.85% | Q2 2026 | Jul 28, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,810 | 448 | 0.13% | 0.16% | 113 | -252 | -2.5% | Q2 2026 | Aug 10, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 9,583 | 438 | 0.05% | 0.05% | 114 | +884 | 10.16% | Q2 2026 | Jul 21, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 9,533 | 436 | 0.07% | 0.06% | 115 | +2,600 | 37.5% | Q2 2026 | Jul 30, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 9,060 | 414 | 0.3% | 0.39% | 116 | -1,023 | -10.15% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 8,976 | 410 | 0.0% | 0.0% | 117 | +1,285 | 16.71% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | New | 8,946 | 404 | 0.06% | — | 118 | +8,946 | New | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,773 | 401 | 0.03% | 0.03% | 119 | +1,880 | 27.27% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,482 | 388 | 0.0% | 0.0% | 120 | +968 | 12.88% | Q2 2026 | Jul 13, 2026 |
| Clear Point Advisors Inc. | History | New | 8,095 | 370 | 0.33% | — | 121 | +8,095 | New | Q2 2026 | Jul 28, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 8,013 | 366 | 0.19% | 0.19% | 122 | +786 | 10.88% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | Added to | 7,909 | 361 | 0.02% | 0.01% | 123 | +1,293 | 19.54% | Q2 2026 | Jul 16, 2026 |
| Prospera Financial Services Inc | History | New | 7,804 | 357 | 0.01% | — | 124 | +7,804 | New | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,671 | 351 | 0.0% | 0.0% | 125 | -422 | -5.21% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | Added to | 7,619 | 349 | 0.01% | 0.01% | 126 | +201 | 2.71% | Q2 2026 | Aug 05, 2026 |
| Advisor Resource Council | History | Reduced | 7,588 | 346 | 0.1% | 0.11% | 127 | -270 | -3.44% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,460 | 341 | 0.01% | 0.01% | 128 | +2,762 | 58.79% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,258 | 332 | 0.0% | 0.0% | 129 | +59 | 0.82% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,070 | 323 | 0.0% | — | 130 | +7,070 | New | Q2 2026 | Sep 08, 2026 |
| Delta Investment Management, LLC | History | Reduced | 6,590 | 301 | 0.05% | 0.05% | 131 | -73 | -1.1% | Q2 2026 | Aug 13, 2026 |
| January Capital Advisors LLC | History | Added to | 6,517 | 298 | 0.25% | 0.4% | 132 | +10 | 0.15% | Q2 2026 | Aug 25, 2026 |
| Betterment LLC | History | Reduced | 6,181 | 283 | 0.0% | 0.0% | 133 | -838 | -11.94% | Q2 2026 | Aug 14, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 6,109 | 279 | 0.18% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 6,023 | 275 | 0.16% | 0.13% | 135 | +2,221 | 58.42% | Q2 2026 | Jul 21, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 6,000 | 274 | 0.2% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,873 | 268 | 0.0% | 0.0% | 137 | +641 | 12.25% | Q2 2026 | Aug 04, 2026 |
| SFG Wealth Management, LLC. | History | New | 5,714 | 261 | 0.09% | — | 139 | +5,714 | New | Q2 2026 | Jul 22, 2026 |
| Nautilus Advisors LLC | History | Added to | 5,755 | 261 | 0.15% | 0.17% | 138 | +311 | 5.71% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | New | 5,684 | 260 | 0.0% | — | 140 | +5,684 | New | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,532 | 253 | 0.0% | — | 141 | +5,532 | New | Q2 2026 | Aug 11, 2026 |
| Smith Thornton Advisors LLC | History | No change | 5,555 | 252 | 0.11% | 0.13% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,464 | 250 | 0.0% | 0.0% | 143 | +431 | 8.56% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,290 | 242 | 0.01% | 0.01% | 144 | +1,264 | 31.4% | Q2 2026 | Jul 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,157 | 235 | 0.0% | 0.0% | 145 | +175 | 3.51% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,907 | 224 | 0.01% | 0.01% | 146 | +46 | 0.95% | Q2 2026 | Jul 31, 2026 |
| Harbor Group, Inc. | History | Added to | 4,840 | 221 | 0.03% | 0.03% | 147 | +48 | 1.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | New | 4,600 | 210 | 0.0% | — | 148 | +4,600 | New | Q2 2026 | Jul 24, 2026 |
| Harborfront Financial Group LLC | History | New | 4,412 | 201 | 0.76% | — | 149 | +4,412 | New | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3,500 | 160 | 0.01% | — | 150 | +3,500 | New | Q2 2026 | Jul 24, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,369 | 108 | 0.04% | 0.04% | 151 | -5 | -0.21% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Reduced | 2,256 | 103 | 0.0% | 0.0% | 152 | -42 | -1.83% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,222 | 101 | 0.0% | — | 153 | +2,222 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,036 | 93 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,559 | 71 | 0.0% | 0.0% | 155 | -27,732 | -94.68% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,537 | 70 | 0.0% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 1,496 | 68 | 0.0% | — | 157 | +1,496 | New | Q2 2026 | Aug 13, 2026 |
| Lavaca Capital LLC | History | Added to | 1,265 | 57 | 0.01% | 0.01% | 158 | +186 | 17.24% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,143 | 52 | 0.01% | — | 159 | +1,143 | New | Q2 2026 | Jul 23, 2026 |
| StrongBox Wealth, LLC | History | New | 1,038 | 47 | 0.01% | — | 160 | +1,038 | New | Q2 2026 | Jul 23, 2026 |
| SouthState Bank Corp | History | Reduced | 996 | 45 | 0.0% | 0.0% | 161 | -34 | -3.3% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 918 | 41 | 0.0% | 0.0% | 162 | -3,717 | -80.19% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 678 | 31 | 0.0% | 0.0% | 163 | +16 | 2.42% | Q2 2026 | Sep 02, 2026 |
| 10Elms LLP | History | No change | 547 | 25 | 0.01% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 90 | 4 | 0.0% | — | 166 | +90 | New | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 102 | 4 | 0.0% | 0.0% | 165 | +1 | 0.99% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -77,148 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -48,537 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -43,499 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -27,809 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,307 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -451 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -324 | -100.0% | Q2 2026 | Aug 13, 2026 |