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 | 1,068,323 | 48,256 | 0.01% | 0.01% | 1 | +135,370 | 14.51% | Q1 2026 | May 06, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 585,778 | 26,459 | 1.62% | 1.65% | 2 | +30,320 | 5.46% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 544,633 | 24,601 | 0.06% | 0.07% | 3 | +9,889 | 1.85% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 496,120 | 22,409 | 0.01% | 0.0% | 4 | +283,987 | 133.87% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 492,776 | 22,258 | 0.4% | 0.41% | 5 | +19,685 | 4.16% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 296,605 | 13,397 | 0.01% | 0.01% | 6 | +6,861 | 2.37% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 254,807 | 11,509 | 0.0% | 0.0% | 7 | +99,942 | 64.53% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 212,607 | 9,604 | 0.01% | 0.01% | 8 | -6,458 | -2.95% | Q1 2026 | May 15, 2026 |
| Asio Capital, LLC | History | Added to | 188,799 | 8,528 | 1.2% | 0.93% | 9 | +43,679 | 30.1% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 183,957 | 8,309 | 0.01% | 0.01% | 10 | +19,116 | 11.6% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 172,917 | 7,810 | 0.01% | 0.01% | 11 | +114 | 0.07% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 165,911 | 7,494 | 0.19% | 0.19% | 12 | +614 | 0.37% | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 159,803 | 7,218 | 0.26% | 0.25% | 13 | +12,422 | 8.43% | Q1 2026 | May 13, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 158,181 | 7,145 | 3.53% | 3.46% | 14 | +4,124 | 2.68% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 134,258 | 6,064 | 0.01% | 0.0% | 15 | +84,470 | 169.66% | Q1 2026 | May 05, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 130,270 | 5,884 | 1.22% | 1.33% | 16 | -2,502 | -1.88% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 116,315 | 5,257 | 0.01% | 0.01% | 17 | -123,830 | -51.56% | Q1 2026 | Apr 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 109,890 | 4,963 | 0.41% | 0.29% | 18 | +37,620 | 52.05% | Q1 2026 | May 05, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 104,078 | 4,701 | 1.72% | 1.7% | 19 | -1,161 | -1.1% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 102,971 | 4,651 | 0.0% | 0.0% | 20 | +93,436 | 979.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 100,000 | 4,517 | 0.0% | 0.0% | 21 | +41,332 | 70.45% | Q1 2026 | May 12, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 98,738 | 4,460 | 2.06% | 1.46% | 22 | +35,445 | 56.0% | Q1 2026 | Apr 16, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 92,419 | 4,174 | 0.98% | 0.82% | 23 | +14,147 | 18.07% | Q1 2026 | May 08, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 91,438 | 4,130 | 0.91% | 0.55% | 24 | +37,990 | 71.08% | Q1 2026 | Apr 21, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 88,069 | 3,978 | 2.01% | 2.38% | 25 | -7,512 | -7.86% | Q1 2026 | May 04, 2026 |
| Able Wealth Management LLC | History | Added to | 81,147 | 3,665 | 0.98% | 0.62% | 26 | +38,065 | 88.35% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | New | 77,148 | 3,484 | 0.04% | — | 27 | +77,148 | New | Q1 2026 | May 12, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 74,988 | 3,387 | 2.59% | 2.01% | 28 | +22,215 | 42.1% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 73,265 | 3,312 | 0.36% | 0.46% | 29 | +4,938 | 7.23% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Added to | 70,370 | 3,178 | 0.0% | 0.0% | 30 | +7,767 | 12.41% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 70,242 | 3,172 | 0.14% | 0.14% | 31 | +1,030 | 1.49% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 64,188 | 2,899 | 0.07% | — | 32 | +64,188 | New | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 61,911 | 2,796 | 0.06% | 0.04% | 33 | +29,453 | 90.74% | Q1 2026 | May 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 58,540 | 2,644 | 0.48% | 0.31% | 34 | +21,525 | 58.15% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 57,151 | 2,581 | 0.0% | 0.0% | 35 | +16,229 | 39.66% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 56,503 | 2,552 | 0.01% | 0.01% | 36 | -9,727 | -14.69% | Q1 2026 | Apr 30, 2026 |
| Dakota Wealth Management | History | Added to | 53,843 | 2,432 | 0.05% | 0.04% | 37 | +1,780 | 3.42% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 365,028 | 2,359 | 0.11% | 0.03% | 38 | +161,456 | 79.31% | Q1 2026 | May 15, 2026 |
| Hedeker Wealth, LLC | History | New | 51,750 | 2,337 | 0.49% | — | 39 | +51,750 | New | Q1 2026 | May 11, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 51,123 | 2,309 | 0.76% | 0.78% | 40 | +3,809 | 8.05% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 50,255 | 2,270 | 1.2% | 1.24% | 41 | +1,006 | 2.04% | Q1 2026 | Apr 23, 2026 |
| PAX Financial Group, LLC | History | Added to | 49,386 | 2,230 | 0.38% | 0.37% | 42 | +1,440 | 3.0% | Q1 2026 | Apr 27, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 49,115 | 2,218 | 0.25% | 0.22% | 43 | +5,330 | 12.17% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 48,578 | 2,194 | 0.01% | 0.01% | 44 | +1,289 | 2.73% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 48,537 | 2,192 | 0.07% | — | 45 | +48,537 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 47,424 | 2,142 | 0.0% | — | 46 | +47,424 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 46,863 | 2,123 | 0.01% | 0.0% | 47 | +42,154 | 895.18% | Q1 2026 | May 15, 2026 |
| Mason & Associates, LLC | History | Added to | 46,823 | 2,114 | 0.48% | 0.44% | 48 | +4,527 | 10.7% | Q1 2026 | Apr 21, 2026 |
| Wayfinding Financial, LLC | History | Added to | 45,655 | 2,062 | 0.9% | 0.8% | 49 | +4,256 | 10.28% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 44,845 | 2,025 | 0.34% | — | 50 | +44,845 | New | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 44,580 | 2,013 | 0.79% | 0.69% | 51 | +6,083 | 15.8% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 43,499 | 1,964 | 0.15% | 0.09% | 52 | +31,783 | 271.28% | Q1 2026 | Apr 28, 2026 |
| BCS Wealth Management | History | Reduced | 41,571 | 1,877 | 0.38% | 0.38% | 53 | -41,351 | -49.87% | Q1 2026 | Apr 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 36,846 | 1,664 | 0.12% | 0.09% | 54 | +10,422 | 39.44% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,655 | 1,656 | 0.0% | 0.0% | 55 | +3,315 | 9.94% | Q1 2026 | May 15, 2026 |
| Econ Financial Services Corp | History | Added to | 36,121 | 1,631 | 0.76% | 0.67% | 56 | +6,663 | 22.62% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 33,887 | 1,530 | 0.17% | 0.15% | 57 | +4,994 | 17.28% | Q1 2026 | May 11, 2026 |
| VIAWEALTH, LLC | History | Reduced | 33,050 | 1,492 | 0.83% | 0.96% | 58 | -4,638 | -12.31% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Added to | 31,969 | 1,444 | 0.03% | 0.02% | 59 | +11,104 | 53.22% | Q1 2026 | Apr 17, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 29,918 | 1,351 | 0.4% | 0.38% | 60 | +1,272 | 4.44% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 29,212 | 1,349 | 0.01% | 0.01% | 61 | +8,079 | 38.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 29,291 | 1,319 | 0.0% | 0.0% | 62 | +27,476 | 1513.83% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 29,124 | 1,315 | 0.01% | 0.0% | 63 | +7,509 | 34.74% | Q1 2026 | Apr 24, 2026 |
| Trademark Financial Management, LLC | History | Added to | 28,864 | 1,303 | 0.64% | 0.58% | 64 | +5,421 | 23.12% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 27,809 | 1,256 | 0.14% | 0.12% | 65 | +4,021 | 16.9% | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 26,796 | 1,210 | 0.11% | 0.03% | 66 | +21,395 | 396.13% | Q1 2026 | May 12, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 26,796 | 1,210 | 1.0% | 1.04% | 67 | -57 | -0.21% | Q1 2026 | Apr 29, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 26,372 | 1,191 | 0.32% | 0.36% | 68 | +5,861 | 28.57% | Q1 2026 | Apr 29, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 25,356 | 1,145 | 0.43% | 0.39% | 69 | +2,434 | 10.62% | Q1 2026 | Apr 23, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 24,449 | 1,104 | 1.08% | 0.75% | 70 | +1,281 | 5.53% | Q1 2026 | Apr 15, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 23,718 | 1,071 | 0.37% | 0.22% | 71 | +11,018 | 86.76% | Q1 2026 | Apr 21, 2026 |
| ORG Partners LLC | History | No change | 21,857 | 990 | 0.17% | 0.17% | 72 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 21,893 | 988 | 0.0% | — | 73 | +21,893 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 21,789 | 984 | 0.01% | 0.01% | 74 | -345 | -1.56% | Q1 2026 | May 15, 2026 |
| SB Capital Management Inc | History | No change | 20,220 | 916 | 0.34% | 0.34% | 75 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 20,044 | 905 | 0.23% | 0.13% | 76 | +8,614 | 75.36% | Q1 2026 | Apr 09, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 20,000 | 903 | 0.21% | 0.21% | 77 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 18,872 | 852 | 0.11% | — | 78 | +18,872 | New | Q1 2026 | Apr 08, 2026 |
| BAM Wealth Management, LLC | History | Added to | 17,795 | 803 | 0.6% | 0.55% | 79 | +1,031 | 6.15% | Q1 2026 | Apr 17, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 17,576 | 793 | 0.49% | 0.48% | 80 | +2,383 | 15.68% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,309 | 784 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 16,697 | 754 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,812 | 714 | 0.01% | 0.01% | 83 | +8,806 | 125.69% | Q1 2026 | Apr 10, 2026 |
| Beckerman Institutional, LLC | History | No change | 15,787 | 713 | 0.38% | 0.4% | 84 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,452 | 697 | 0.01% | 0.01% | 85 | -1,003 | -6.1% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,380 | 693 | 0.01% | 0.01% | 86 | +4,458 | 40.82% | Q1 2026 | Apr 07, 2026 |
| Worth Asset Management, LLC | History | New | 14,850 | 670 | 0.25% | — | 87 | +14,850 | New | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 14,700 | 664 | 0.03% | — | 88 | +14,700 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 13,879 | 626 | 0.03% | 0.02% | 89 | +6,298 | 83.08% | Q1 2026 | Apr 23, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 13,857 | 625 | 0.32% | 0.31% | 90 | +920 | 7.11% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,550 | 612 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,365 | 558 | 0.01% | 0.01% | 92 | +3,849 | 45.2% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,235 | 553 | 0.0% | 0.0% | 93 | +2,159 | 21.43% | Q1 2026 | Apr 22, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 12,000 | 542 | 0.22% | 0.22% | 94 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,904 | 537 | 0.0% | 0.0% | 95 | +8,314 | 231.59% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,486 | 518 | 0.0% | 0.0% | 96 | +1,636 | 16.61% | Q1 2026 | May 08, 2026 |
| Nikulski Financial, Inc. | History | New | 10,577 | 477 | 0.12% | — | 97 | +10,577 | New | Q1 2026 | May 14, 2026 |
| Hershey Financial Advisers, LLC | History | New | 10,083 | 455 | 0.39% | — | 98 | +10,083 | New | Q1 2026 | May 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 10,062 | 454 | 0.16% | 0.14% | 99 | +1,270 | 14.44% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 9,200 | 415 | 0.01% | 0.01% | 100 | -2,750 | -23.01% | Q1 2026 | Apr 10, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 8,699 | 392 | 0.05% | 0.05% | 101 | +313 | 3.73% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,093 | 365 | 0.0% | 0.0% | 102 | -507 | -5.9% | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,176 | 359 | 0.09% | — | 103 | +8,176 | New | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Reduced | 7,858 | 354 | 0.11% | 0.15% | 104 | -1,557 | -16.54% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 7,691 | 347 | 0.0% | 0.0% | 105 | -535 | -6.5% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,514 | 339 | 0.0% | 0.0% | 106 | +564 | 8.12% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 7,418 | 335 | 0.01% | 0.01% | 107 | +571 | 8.34% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,307 | 330 | 0.0% | 0.0% | 108 | -1,198 | -14.09% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 7,227 | 326 | 0.19% | 0.13% | 110 | +2,101 | 40.99% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,232 | 326 | 0.0% | 0.0% | 109 | +49 | 0.68% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,199 | 325 | 0.0% | 0.0% | 111 | -154 | -2.09% | Q1 2026 | Apr 29, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 7,051 | 318 | 0.09% | 0.08% | 112 | +629 | 9.79% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Reduced | 7,019 | 317 | 0.0% | 0.0% | 113 | -50 | -0.71% | Q1 2026 | May 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 6,933 | 313 | 0.06% | 0.06% | 114 | +520 | 8.11% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,893 | 311 | 0.03% | 0.02% | 115 | +2,254 | 48.59% | Q1 2026 | Apr 30, 2026 |
| Breakwater Capital Group | History | New | 6,773 | 305 | 0.04% | — | 116 | +6,773 | New | Q1 2026 | Apr 20, 2026 |
| Delta Investment Management, LLC | History | Reduced | 6,663 | 300 | 0.05% | 0.06% | 117 | -1,531 | -18.68% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | New | 6,616 | 298 | 0.01% | — | 118 | +6,616 | New | Q1 2026 | May 05, 2026 |
| January Capital Advisors LLC | History | New | 6,507 | 293 | 0.4% | — | 119 | +6,507 | New | Q1 2026 | May 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 6,109 | 275 | 0.2% | 0.2% | 120 | +378 | 6.6% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,061 | 273 | 0.01% | 0.01% | 121 | +3,860 | 175.37% | Q1 2026 | Apr 17, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 6,000 | 271 | 0.21% | 0.22% | 122 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smith Thornton Advisors LLC | History | No change | 5,555 | 250 | 0.13% | 0.13% | 123 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nautilus Advisors LLC | History | Added to | 5,444 | 245 | 0.17% | 0.15% | 124 | +321 | 6.27% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 5,232 | 236 | 0.0% | — | 125 | +5,232 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 5,033 | 228 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,033 | 227 | 0.0% | — | 127 | +5,033 | New | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,982 | 225 | 0.0% | 0.0% | 128 | +220 | 4.62% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | New | 4,900 | 220 | 0.16% | — | 129 | +4,900 | New | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 4,861 | 219 | 0.01% | — | 130 | +4,861 | New | Q1 2026 | May 11, 2026 |
| Harbor Group, Inc. | History | New | 4,792 | 216 | 0.03% | — | 131 | +4,792 | New | Q1 2026 | Apr 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,698 | 212 | 0.01% | 0.01% | 132 | -105 | -2.19% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,635 | 209 | 0.0% | 0.0% | 133 | +4,524 | 4075.68% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,333 | 195 | 0.01% | 0.01% | 134 | +686 | 18.81% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,026 | 181 | 0.01% | 0.0% | 135 | +1,042 | 34.92% | Q1 2026 | Apr 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,802 | 171 | 0.13% | 0.12% | 136 | +601 | 18.78% | Q1 2026 | Apr 27, 2026 |
| Lodestone Wealth Management LLC | History | New | 2,374 | 107 | 0.04% | — | 137 | +2,374 | New | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Reduced | 2,298 | 103 | 0.0% | 0.0% | 138 | -9 | -0.39% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,036 | 91 | 0.0% | 0.0% | 139 | -110 | -5.13% | Q1 2026 | Apr 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,851 | 83 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,537 | 69 | 0.01% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lavaca Capital LLC | History | Added to | 1,079 | 48 | 0.01% | 0.01% | 142 | +10 | 0.94% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Reduced | 1,030 | 46 | 0.0% | 0.0% | 143 | -110 | -9.65% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 662 | 29 | 0.0% | 0.0% | 144 | +7 | 1.07% | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | New | 547 | 24 | 0.02% | — | 145 | +547 | New | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 451 | 20 | 0.01% | 0.01% | 146 | +98 | 27.76% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | New | 324 | 14 | 0.0% | — | 147 | +324 | New | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 101 | 4 | 0.0% | — | 148 | +101 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.62% | — | -80,218 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -26,579 | -100.0% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,263 | -100.0% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -7,778 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,150 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.2% | — | -5,731 | -100.0% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,126 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,438 | -100.0% | Q1 2026 | Apr 20, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,437 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 13, 2026 |