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 | 932,953 | 42,281 | 0.01% | 0.01% | 1 | +351,361 | 60.41% | Q4 2025 | Feb 11, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 555,458 | 25,256 | 1.65% | 0.13% | 2 | +515,858 | 1302.67% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 534,744 | 24,235 | 0.07% | 0.07% | 3 | +18,915 | 3.67% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 473,091 | 21,440 | 0.41% | 0.51% | 4 | -84,167 | -15.1% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 289,744 | 13,131 | 0.01% | — | 5 | +289,744 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 240,145 | 10,922 | 0.01% | 0.02% | 6 | +4,142 | 1.76% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 219,065 | 9,929 | 0.01% | 0.01% | 7 | +32,448 | 17.39% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 212,133 | 9,613 | 0.0% | 0.0% | 8 | -90,491 | -29.9% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 203,572 | 9,225 | 0.03% | 0.04% | 9 | +29,747 | 17.11% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 172,803 | 7,831 | 0.01% | 0.01% | 10 | +610 | 0.35% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 165,297 | 7,491 | 0.19% | 0.19% | 11 | +2,894 | 1.78% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 164,841 | 7,470 | 0.01% | 0.01% | 12 | +52,083 | 46.19% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 154,865 | 7,018 | 0.0% | 0.0% | 13 | +56,755 | 57.85% | Q4 2025 | Feb 18, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 154,057 | 6,981 | 3.46% | 3.29% | 14 | +14,560 | 10.44% | Q4 2025 | Jan 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 147,381 | 6,679 | 0.25% | 0.25% | 15 | -923 | -0.62% | Q4 2025 | Feb 17, 2026 |
| Asio Capital, LLC | History | Added to | 145,120 | 6,598 | 0.93% | 0.95% | 16 | +5,145 | 3.68% | Q4 2025 | Jan 21, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 132,772 | 6,017 | 1.33% | 0.52% | 17 | +82,989 | 166.7% | Q4 2025 | Feb 04, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 105,239 | 4,805 | 1.7% | 0.6% | 18 | +68,516 | 186.58% | Q4 2025 | Feb 11, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 95,581 | 4,331 | 2.38% | 2.37% | 19 | +2,342 | 2.51% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 82,922 | 3,758 | 0.38% | 0.44% | 20 | +40,278 | 94.45% | Q4 2025 | Jan 26, 2026 |
| SEVEN MILE ADVISORY | History | No change | 80,218 | 3,635 | 0.62% | 0.59% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 78,272 | 3,547 | 0.82% | 0.74% | 22 | +9,491 | 13.8% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 72,270 | 3,275 | 0.29% | 0.1% | 23 | +48,130 | 199.38% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 69,212 | 3,136 | 0.14% | 0.14% | 24 | +2,951 | 4.45% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 68,327 | 3,096 | 0.46% | 0.1% | 25 | +58,887 | 623.8% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 66,230 | 3,002 | 0.01% | 0.01% | 26 | -3,341 | -4.8% | Q4 2025 | Feb 05, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 63,293 | 2,868 | 1.46% | 1.01% | 27 | +23,467 | 58.92% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 62,603 | 2,837 | 0.0% | 0.0% | 28 | +25,024 | 66.59% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 58,668 | 2,658 | 0.0% | 0.0% | 29 | +44,825 | 323.81% | Q4 2025 | Feb 12, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 53,448 | 2,422 | 0.55% | 0.52% | 30 | +5,034 | 10.4% | Q4 2025 | Feb 17, 2026 |
| Evergreen Wealth Partners LLC | History | New | 52,773 | 2,391 | 2.01% | — | 31 | +52,773 | New | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | New | 52,063 | 2,359 | 0.04% | — | 32 | +52,063 | New | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 49,788 | 2,256 | 0.0% | 0.0% | 33 | +40,138 | 415.94% | Q4 2025 | Feb 06, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 49,249 | 2,231 | 1.24% | 1.1% | 34 | +3,533 | 7.73% | Q4 2025 | Jan 23, 2026 |
| PAX Financial Group, LLC | History | Added to | 47,946 | 2,172 | 0.37% | 0.32% | 35 | +8,895 | 22.78% | Q4 2025 | Feb 05, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 47,314 | 2,144 | 0.78% | 0.76% | 36 | +5,406 | 12.9% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 47,289 | 2,143 | 0.01% | 0.01% | 37 | +2,214 | 4.91% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 43,785 | 1,960 | 0.22% | 0.23% | 38 | +812 | 1.89% | Q4 2025 | Jan 29, 2026 |
| Able Wealth Management LLC | History | Added to | 43,082 | 1,952 | 0.62% | 0.6% | 39 | +7,900 | 22.45% | Q4 2025 | Jan 27, 2026 |
| Mason & Associates, LLC | History | Reduced | 42,296 | 1,916 | 0.44% | 0.51% | 40 | -3,934 | -8.51% | Q4 2025 | Jan 21, 2026 |
| Wayfinding Financial, LLC | History | New | 41,399 | 1,882 | 0.8% | — | 41 | +41,399 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 40,922 | 1,854 | 0.0% | 0.0% | 42 | +3,713 | 9.98% | Q4 2025 | Feb 13, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 38,497 | 1,744 | 0.69% | 0.65% | 43 | +6,198 | 19.19% | Q4 2025 | Feb 02, 2026 |
| VIAWEALTH, LLC | History | Added to | 37,688 | 1,708 | 0.96% | 0.92% | 44 | +302 | 0.81% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 37,015 | 1,677 | 0.31% | 0.18% | 45 | +16,915 | 84.15% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,340 | 1,511 | 0.0% | — | 46 | +33,340 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 32,458 | 1,470 | 0.04% | 0.03% | 47 | +6,032 | 22.83% | Q4 2025 | Feb 13, 2026 |
| Econ Financial Services Corp | History | Reduced | 29,458 | 1,335 | 0.67% | 1.06% | 48 | -17,352 | -37.07% | Q4 2025 | Jan 15, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 28,893 | 1,316 | 0.15% | 0.15% | 49 | +2,308 | 8.68% | Q4 2025 | Feb 03, 2026 |
| Freedom Investment Management, Inc. | History | New | 28,646 | 1,298 | 0.38% | — | 50 | +28,646 | New | Q4 2025 | Feb 06, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 26,853 | 1,216 | 1.04% | — | 51 | +26,853 | New | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | Added to | 26,579 | 1,204 | 0.09% | 0.02% | 52 | +16,922 | 175.23% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 26,424 | 1,197 | 0.09% | 0.04% | 53 | +14,746 | 126.27% | Q4 2025 | Jan 29, 2026 |
| WealthShield Partners, LLC | History | Added to | 23,788 | 1,078 | 0.12% | 0.06% | 54 | +11,386 | 91.81% | Q4 2025 | Feb 03, 2026 |
| Trademark Financial Management, LLC | History | Added to | 23,443 | 1,062 | 0.58% | 0.36% | 55 | +9,901 | 73.11% | Q4 2025 | Jan 28, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 23,168 | 1,049 | 0.75% | 0.55% | 56 | +8,106 | 53.82% | Q4 2025 | Jan 20, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 22,922 | 1,038 | 0.39% | 0.41% | 57 | +58 | 0.25% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,134 | 1,003 | 0.01% | 0.01% | 58 | +6,828 | 44.61% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 21,857 | 990 | 0.17% | 0.18% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,615 | 979 | 0.0% | 0.03% | 60 | -106,346 | -83.11% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 21,133 | 957 | 0.01% | 0.0% | 61 | +4,395 | 26.26% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 20,865 | 945 | 0.02% | — | 62 | +20,865 | New | Q4 2025 | Feb 03, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 20,511 | 929 | 0.36% | 0.36% | 63 | +276 | 1.36% | Q4 2025 | Feb 05, 2026 |
| SB Capital Management Inc | History | New | 20,220 | 916 | 0.34% | — | 64 | +20,220 | New | Q4 2025 | Feb 20, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 20,000 | 906 | 0.21% | 0.07% | 65 | +13,978 | 232.12% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 17,309 | 784 | 0.01% | 0.02% | 66 | +125 | 0.73% | Q4 2025 | Feb 06, 2026 |
| BAM Wealth Management, LLC | History | Added to | 16,764 | 759 | 0.55% | 0.5% | 67 | +2,520 | 17.69% | Q4 2025 | Jan 20, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 16,697 | 756 | 0.11% | 0.12% | 68 | -870 | -4.95% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,455 | 745 | 0.01% | 0.01% | 69 | -6,108 | -27.07% | Q4 2025 | Feb 12, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 15,787 | 715 | 0.4% | 0.45% | 70 | -1,200 | -7.06% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 15,263 | 691 | 0.0% | — | 71 | +15,263 | New | Q4 2025 | Mar 25, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 15,193 | 688 | 0.48% | 0.45% | 72 | +1,443 | 10.49% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,550 | 614 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,937 | 586 | 0.31% | 0.32% | 74 | +224 | 1.76% | Q4 2025 | Feb 24, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 12,700 | 576 | 0.22% | 0.12% | 75 | +6,350 | 100.0% | Q4 2025 | Jan 21, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 12,000 | 543 | 0.22% | 0.23% | 76 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pure Financial Advisors, LLC | History | No change | 11,950 | 541 | 0.1% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Golden State Equity Partners | History | New | 11,716 | 530 | 0.09% | — | 78 | +11,716 | New | Q4 2025 | Jan 29, 2026 |
| TrueWealth Advisors, LLC | History | New | 11,430 | 518 | 0.13% | — | 79 | +11,430 | New | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,922 | 494 | 0.01% | 0.01% | 80 | +31 | 0.28% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,076 | 457 | 0.0% | 0.0% | 81 | +129 | 1.3% | Q4 2025 | Feb 11, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 10,000 | 453 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,850 | 446 | 0.0% | 0.0% | 83 | +4,300 | 77.48% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 9,535 | 432 | 0.0% | — | 84 | +9,534 | 953400.0% | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | New | 9,415 | 428 | 0.15% | — | 85 | +9,415 | New | Q4 2025 | Feb 10, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 8,792 | 398 | 0.14% | 0.12% | 86 | +1,547 | 21.35% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,600 | 389 | 0.0% | — | 87 | +8,600 | New | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,505 | 385 | 0.0% | — | 88 | +8,505 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,516 | 385 | 0.01% | 0.0% | 89 | +3,955 | 86.71% | Q4 2025 | Feb 02, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 8,386 | 380 | 0.05% | 0.06% | 90 | -1,215 | -12.65% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | New | 8,226 | 372 | 0.0% | — | 91 | +8,226 | New | Q4 2025 | Feb 13, 2026 |
| Delta Investment Management, LLC | History | New | 8,194 | 371 | 0.06% | — | 92 | +8,194 | New | Q4 2025 | Jan 30, 2026 |
| Clear Point Advisors Inc. | History | New | 7,778 | 352 | 0.27% | — | 93 | +7,778 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,581 | 343 | 0.02% | 0.01% | 94 | +2,156 | 39.74% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,353 | 333 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,183 | 325 | 0.0% | 0.0% | 96 | -111 | -1.52% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 7,069 | 320 | 0.0% | 0.0% | 97 | +2,053 | 40.93% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 7,006 | 317 | 0.01% | — | 98 | +7,006 | New | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,950 | 314 | 0.0% | 0.0% | 99 | +788 | 12.79% | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Added to | 6,847 | 310 | 0.01% | 0.0% | 100 | +4,966 | 264.01% | Q4 2025 | Feb 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 6,422 | 291 | 0.08% | — | 101 | +6,422 | New | Q4 2025 | Jan 26, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,413 | 290 | 0.06% | — | 102 | +6,413 | New | Q4 2025 | Feb 18, 2026 |
| Krilogy Financial LLC | History | No change | 6,150 | 280 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 6,000 | 271 | 0.22% | 0.22% | 104 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Westwood Wealth Management | History | New | 5,731 | 260 | 0.2% | — | 105 | +5,731 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | New | 5,731 | 260 | 0.2% | — | 106 | +5,731 | New | Q4 2025 | Jan 13, 2026 |
| Smith Thornton Advisors LLC | History | No change | 5,555 | 251 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,401 | 244 | 0.03% | — | 108 | +5,401 | New | Q4 2025 | Feb 13, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 5,126 | 232 | 0.13% | — | 109 | +5,126 | New | Q4 2025 | Jan 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,126 | 232 | 0.01% | 0.02% | 110 | -927 | -15.31% | Q4 2025 | Feb 05, 2026 |
| Nautilus Advisors LLC | History | Reduced | 5,123 | 232 | 0.15% | 0.16% | 111 | -182 | -3.43% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | New | 5,033 | 228 | 0.0% | — | 112 | +5,033 | New | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,803 | 217 | 0.01% | — | 113 | +4,803 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,762 | 215 | 0.0% | 0.0% | 114 | +2,443 | 105.35% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | New | 4,709 | 213 | 0.0% | — | 115 | +4,709 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,639 | 210 | 0.02% | 0.02% | 116 | +685 | 17.32% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Reduced | 4,437 | 201 | 0.01% | 0.02% | 117 | -4,472 | -50.2% | Q4 2025 | Feb 12, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 4,438 | 201 | 0.04% | 0.05% | 118 | -952 | -17.66% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,647 | 165 | 0.01% | 0.01% | 119 | +1,049 | 40.38% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,590 | 162 | 0.0% | — | 120 | +3,590 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 3,201 | 145 | 0.12% | — | 121 | +3,201 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,984 | 135 | 0.0% | 0.0% | 122 | +2,111 | 241.81% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | New | 2,307 | 104 | 0.0% | — | 123 | +2,307 | New | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | New | 2,201 | 99 | 0.01% | — | 124 | +2,201 | New | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,146 | 97 | 0.0% | 0.0% | 125 | -44 | -2.01% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,851 | 83 | 0.07% | 0.03% | 126 | -4,142 | -69.11% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,815 | 82 | 0.0% | 0.0% | 127 | +952 | 110.31% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,537 | 69 | 0.0% | 0.0% | 128 | +534 | 53.24% | Q4 2025 | Jan 21, 2026 |
| SouthState Bank Corp | History | Reduced | 1,140 | 51 | 0.0% | 0.0% | 129 | -702 | -38.11% | Q4 2025 | Feb 11, 2026 |
| Lavaca Capital LLC | History | New | 1,069 | 48 | 0.01% | — | 130 | +1,069 | New | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 1,000 | 45 | 0.03% | — | 131 | +1,000 | New | Q4 2025 | Jan 29, 2026 |
| Allianz Asset Management GmbH | History | Added to | 655 | 29 | 0.0% | 0.0% | 132 | +186 | 39.66% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 353 | 15 | 0.01% | — | 133 | +353 | New | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | New | 300 | 13 | 0.0% | — | 134 | +300 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 111 | 5 | 0.0% | — | 135 | +111 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 82 | 3 | 0.0% | — | 137 | +82 | New | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 67 | 3 | 0.0% | — | 136 | +67 | New | Q4 2025 | Feb 11, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -281,260 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Hedeker Wealth, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -37,269 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -32,299 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -26,242 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,133 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,565 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,479 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,419 | -100.0% | Q3 2025 | Nov 12, 2025 |