PIMCO ETF Trust - MUNI
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 4,139,216 | 217,722 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,730,649 | 196,232 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,814,890 | 148,063 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,501,521 | 131,580 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 1,359,631 | 71,516 | 1.7% | 1.7% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,122,733 | 59,111 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 936,242 | 49,246 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 897,484 | 47,207 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 852,784 | 44,856 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 762,036 | 40,083 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 699,037 | 36,769 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 656,614 | 34,538 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 595,078 | 31,301 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 571,901 | 30,081 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 546,689 | 28,755 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | No change | 505,308 | 26,579 | 1.81% | 1.81% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 493,632 | 25,965 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 488,067 | 25,672 | 0.67% | 0.67% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 493,778 | 24,535 | 1.81% | 2.5% | 19 | -133,453 | -21.28% | Q3 2026 | Oct 01, 2026 |
| Capital Analysts, LLC | History | No change | 455,347 | 23,951 | 0.55% | 0.55% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 417,321 | 21,951 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 412,967 | 21,725 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 382,659 | 20,127 | 0.48% | 0.48% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVIS R M INC | History | No change | 375,367 | 19,744 | 0.31% | 0.31% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 374,302 | 19,692 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 357,322 | 18,795 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 354,230 | 18,632 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 317,618 | 16,706 | 11.15% | 11.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 309,065 | 16,256 | 2.35% | 2.35% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 297,598 | 15,653 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 255,838 | 13,457 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 251,564 | 13,232 | 0.15% | 0.15% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 241,746 | 12,716 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | No change | 234,381 | 12,328 | 1.55% | 1.55% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 231,539 | 12,079 | 2.55% | 2.55% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 226,889 | 11,934 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kestra Investment Management, LLC | History | No change | 224,493 | 11,808 | 0.23% | 0.23% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 214,694 | 11,292 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestmont Private Wealth LLC | History | No change | 212,399 | 11,172 | 3.13% | 3.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 211,128 | 11,105 | 0.28% | 0.28% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 208,454 | 10,964 | 2.7% | 2.7% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 206,167 | 10,844 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 204,816 | 10,773 | 0.41% | 0.41% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 191,515 | 10,073 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 189,849 | 9,986 | 2.26% | 2.26% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Flagstone Financial Management | History | No change | 187,771 | 9,876 | 2.21% | 2.21% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 185,947 | 9,780 | 0.24% | 0.24% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Capital Management LLC | History | No change | 169,014 | 8,890 | 0.73% | 0.73% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOSTER & MOTLEY INC | History | No change | 166,954 | 8,782 | 0.4% | 0.4% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 166,336 | 8,749 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 162,865 | 8,566 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 159,128 | 8,370 | 6.65% | 6.65% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McNamara Financial Services, Inc. | History | No change | 158,731 | 8,349 | 1.44% | 1.44% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equita Financial Network, Inc. | History | No change | 156,738 | 8,244 | 2.29% | 2.29% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 156,043 | 8,207 | 2.77% | 2.77% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 152,071 | 7,998 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 147,442 | 7,755 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 146,940 | 7,729 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAILARD, INC. | History | No change | 141,830 | 7,460 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 141,063 | 7,419 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 140,400 | 7,385 | 0.6% | 0.6% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 140,050 | 7,366 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 139,301 | 7,327 | 1.4% | 1.4% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ERn Financial, LLC | History | No change | 138,155 | 7,266 | 1.2% | 1.2% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SAXON INTERESTS, INC. | History | No change | 136,932 | 7,202 | 1.99% | 1.99% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elyxium Wealth, LLC | History | No change | 136,827 | 7,197 | 0.76% | 0.76% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 134,830 | 7,092 | 3.89% | 3.89% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avant Financial Advisors LLC | History | No change | 133,893 | 7,042 | 4.39% | 4.39% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 133,073 | 6,999 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 132,496 | 6,969 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 130,139 | 6,845 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Creative Planning | History | No change | 127,984 | 6,731 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 126,467 | 6,652 | 1.87% | 1.87% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 126,159 | 6,635 | 0.29% | 0.29% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| True North Advisors, LLC | History | No change | 123,925 | 6,518 | 0.62% | 0.62% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 121,560 | 6,394 | 0.31% | 0.31% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Certified Advisory Corp | History | No change | 118,536 | 6,235 | 0.5% | 0.5% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 116,503 | 6,128 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 114,350 | 6,014 | 2.23% | 2.23% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 113,641 | 5,977 | 0.51% | 0.51% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 111,956 | 5,888 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 108,803 | 5,723 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 106,570 | 5,605 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 104,154 | 5,478 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Belpointe Asset Management LLC | History | No change | 103,366 | 5,437 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fermata Advisors, LLC | History | No change | 102,533 | 5,393 | 1.09% | 1.09% | 86 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 101,745 | 5,351 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 100,890 | 5,306 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 98,235 | 5,167 | 0.58% | 0.58% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 96,977 | 5,100 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 92,580 | 4,869 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BCS Wealth Management | History | No change | 92,544 | 4,867 | 0.88% | 0.88% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 91,059 | 4,789 | 0.63% | 0.63% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 86,871 | 4,569 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Private Trust Co. | History | Reduced | 87,030 | 4,324 | 0.24% | 0.4% | 95 | -48,987 | -36.02% | Q3 2026 | Oct 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 81,392 | 4,281 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 77,810 | 4,092 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPH & CO | History | Added to | 82,113 | 4,080 | 1.04% | 0.93% | 98 | +12,287 | 17.6% | Q3 2026 | Oct 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 76,940 | 4,047 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 74,241 | 3,905 | 1.48% | 1.48% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 72,805 | 3,829 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 72,541 | 3,819 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 71,991 | 3,786 | 0.24% | 0.24% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 70,937 | 3,731 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 70,791 | 3,723 | 0.28% | 0.28% | 105 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PAX Financial Group, LLC | History | No change | 70,788 | 3,723 | 0.55% | 0.55% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 70,249 | 3,695 | 0.75% | 0.75% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 70,097 | 3,687 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 68,916 | 3,624 | 0.11% | 0.11% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 67,833 | 3,568 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 37,970 | 3,513 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XML Financial, LLC | History | No change | 66,797 | 3,513 | 0.26% | 0.26% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WNY Asset Management, LLC | History | No change | 66,680 | 3,507 | 0.31% | 0.31% | 113 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 70,140 | 3,485 | 0.12% | 0.16% | 114 | -9,899 | -12.37% | Q3 2026 | Oct 08, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 65,700 | 3,455 | 0.58% | 0.58% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 65,507 | 3,445 | 1.19% | 1.19% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 65,075 | 3,422 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 64,370 | 3,386 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paulson Wealth Management Inc. | History | No change | 64,164 | 3,375 | 0.72% | 0.72% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hanson & Doremus Investment Management | History | No change | 63,541 | 3,342 | 0.34% | 0.34% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 63,345 | 3,331 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 67,033 | 3,330 | 0.02% | 0.03% | 122 | -2,147 | -3.1% | Q3 2026 | Oct 08, 2026 |
| RFG Advisory, LLC | History | No change | 62,387 | 3,281 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 62,339 | 3,279 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arrowroot Family Office, LLC | History | No change | 62,137 | 3,268 | 0.94% | 0.94% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 61,085 | 3,213 | 0.29% | 0.29% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smart Money Group LLC | History | No change | 60,895 | 3,203 | 0.82% | 0.82% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Landmark Wealth Management, LLC | History | No change | 60,153 | 3,164 | 0.76% | 0.76% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Capital Management, Inc. | History | No change | 60,000 | 3,156 | 0.19% | 0.19% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 59,878 | 3,149 | 1.6% | 1.6% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 58,859 | 3,095 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GGM Financial LLC | History | No change | 58,579 | 3,081 | 1.17% | 1.17% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cercano Management LLC | History | No change | 57,919 | 3,046 | 0.41% | 0.41% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 57,399 | 3,019 | 0.32% | 0.32% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 55,992 | 2,945 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | No change | 55,936 | 2,896 | 1.07% | 1.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Econ Financial Services Corp | History | No change | 54,769 | 2,880 | 1.35% | 1.35% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 54,706 | 2,877 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | No change | 53,868 | 2,833 | 0.7% | 0.7% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Portfolios, Inc. | History | No change | 53,349 | 2,806 | 0.2% | 0.2% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clarity Wealth Development LLC | History | No change | 53,358 | 2,806 | 1.56% | 1.56% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 56,332 | 2,799 | 1.35% | 1.46% | 142 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 53,119 | 2,794 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 52,468 | 2,759 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vertex Planning Partners, LLC | History | No change | 52,023 | 2,736 | 0.41% | 0.41% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 51,965 | 2,733 | 1.5% | 1.5% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wayfinding Financial, LLC | History | No change | 51,719 | 2,720 | 1.03% | 1.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 51,400 | 2,703 | 1.17% | 1.17% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 50,742 | 2,669 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 50,651 | 2,664 | 1.1% | 1.1% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 50,011 | 2,630 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 49,883 | 2,623 | 0.24% | 0.24% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VIAWEALTH, LLC | History | No change | 49,835 | 2,621 | 1.32% | 1.32% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 47,529 | 2,500 | 0.54% | 0.54% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Paladin Advisory Group, LLC | History | No change | 47,365 | 2,491 | 1.65% | 1.65% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 46,698 | 2,456 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 46,474 | 2,444 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 45,571 | 2,397 | 1.38% | 1.38% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 45,498 | 2,393 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 43,432 | 2,284 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IAM Advisory, LLC | History | No change | 42,617 | 2,241 | 0.44% | 0.44% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 45,064 | 2,239 | 0.25% | 0.27% | 162 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Elequin Capital, LP | History | No change | 41,227 | 2,168 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 41,000 | 2,156 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | No change | 40,795 | 2,145 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 40,598 | 2,135 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 40,294 | 2,102 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curran Financial Partners, LLC | History | No change | 39,363 | 2,070 | 0.31% | 0.31% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 39,262 | 2,065 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Patten Group, Inc. | History | No change | 39,168 | 2,060 | 0.32% | 0.32% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Flagship Private Wealth, LLC | History | No change | 38,319 | 2,015 | 0.71% | 0.71% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 40,350 | 2,004 | 0.44% | 0.68% | 172 | -19,900 | -33.03% | Q3 2026 | Oct 09, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 37,550 | 1,975 | 0.41% | 0.41% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MBE Wealth Management, LLC | History | No change | 37,355 | 1,964 | 0.69% | 0.69% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triad Wealth Partners, LLC | History | No change | 38,048 | 1,964 | 0.12% | 0.12% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 37,296 | 1,961 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Planning Navigators CORP | History | No change | 36,905 | 1,941 | 0.73% | 0.73% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centennial Bank/AR/ | History | No change | 36,229 | 1,905 | 0.61% | 0.61% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alpha Financial Partners LLC | History | No change | 35,986 | 1,892 | 0.99% | 0.99% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 35,900 | 1,888 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WBH ADVISORY INC | History | No change | 35,511 | 1,867 | 0.13% | 0.13% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 34,921 | 1,836 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 34,252 | 1,801 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | No change | 33,888 | 1,782 | 1.21% | 1.21% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bravera Wealth | History | No change | 33,612 | 1,767 | 0.68% | 0.68% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 32,455 | 1,707 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Carrera Capital Advisors | History | No change | 32,183 | 1,692 | 0.25% | 0.25% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carolina Wealth Management Inc | History | No change | 31,684 | 1,666 | 0.77% | 0.77% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 33,132 | 1,646 | 0.18% | 0.22% | 189 | -4,546 | -12.07% | Q3 2026 | Oct 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 30,755 | 1,617 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 32,513 | 1,615 | 0.1% | 0.08% | 191 | +7,273 | 28.82% | Q3 2026 | Oct 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 30,106 | 1,583 | 0.14% | 0.14% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BAM Wealth Management, LLC | History | No change | 29,765 | 1,565 | 0.98% | 0.98% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 29,661 | 1,560 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 29,675 | 1,560 | 0.9% | 0.9% | 195 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westside Investment Management, Inc. | History | No change | 29,292 | 1,540 | 0.2% | 0.2% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 29,246 | 1,538 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 28,685 | 1,508 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 28,526 | 1,500 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oak Wealth Advisors LLC | History | No change | 28,331 | 1,490 | 0.71% | 0.71% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 28,288 | 1,487 | 0.84% | 0.84% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apella Capital, LLC | History | Added to | 29,752 | 1,475 | 0.02% | 0.02% | 202 | +5,183 | 21.1% | Q3 2026 | Oct 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 27,975 | 1,471 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 27,456 | 1,444 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 27,208 | 1,431 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aviance Capital Partners, LLC | History | No change | 26,752 | 1,407 | 0.15% | 0.15% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pure Financial Advisors, LLC | History | No change | 26,553 | 1,396 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 26,482 | 1,392 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Financial, LLC | History | No change | 26,460 | 1,391 | 1.25% | 1.25% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 25,834 | 1,358 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 25,758 | 1,354 | 1.01% | 1.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 25,457 | 1,339 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 24,729 | 1,300 | 0.16% | 0.16% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Breakwater Capital Group | History | Reduced | 25,868 | 1,285 | 0.15% | 0.25% | 214 | -14,000 | -35.12% | Q3 2026 | Oct 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 24,370 | 1,281 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| APS Management Group, Inc. | History | No change | 24,296 | 1,277 | 0.98% | 0.98% | 216 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 24,024 | 1,263 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 23,675 | 1,245 | 0.14% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VICUS CAPITAL | History | No change | 23,482 | 1,235 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockport Wealth LLC | History | No change | 23,476 | 1,234 | 0.21% | 0.21% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aprio Wealth Management, LLC | History | No change | 22,933 | 1,206 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Inspire Advisors, LLC | History | No change | 22,774 | 1,197 | 0.08% | 0.08% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smith Thornton Advisors LLC | History | No change | 22,888 | 1,196 | 0.53% | 0.53% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 22,620 | 1,189 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hobart Private Capital, LLC | History | No change | 22,515 | 1,184 | 0.2% | 0.2% | 225 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 22,434 | 1,180 | 0.55% | 0.55% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 22,106 | 1,160 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Entelevest, LLC | History | No change | 21,598 | 1,136 | 0.97% | 0.97% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Freedom Financial Partners LLC | History | No change | 21,387 | 1,124 | 0.37% | 0.37% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Partners LLC | History | No change | 21,111 | 1,110 | 0.96% | 0.96% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 20,900 | 1,099 | 0.48% | 0.48% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,615 | 1,078 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 20,368 | 1,071 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 20,380 | 1,071 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 20,297 | 1,067 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Team Hewins, LLC | History | No change | 19,922 | 1,047 | 0.29% | 0.29% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,750 | 1,038 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kooman & Associates | History | No change | 19,376 | 1,019 | 0.27% | 0.27% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Midwest Financial Group LLC | History | No change | 19,011 | 1,000 | 0.35% | 0.35% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial Consulting LLC | History | No change | 18,780 | 987 | 0.67% | 0.67% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 18,730 | 985 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 19,810 | 984 | 0.38% | — | 243 | +19,810 | New | Q3 2026 | Oct 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 18,722 | 984 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 18,673 | 982 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revisor Wealth Management LLC | History | No change | 18,677 | 982 | 0.24% | 0.24% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Objective Capital Management, LLC | History | No change | 18,673 | 982 | 0.87% | 0.87% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Goodwin Investment Advisory | History | No change | 18,558 | 976 | 1.97% | 1.97% | 247 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,517 | 974 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 18,430 | 969 | 0.53% | 0.53% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beckerman Institutional, LLC | History | No change | 18,346 | 964 | 0.46% | 0.46% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 18,303 | 962 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 17,925 | 942 | 0.44% | 0.44% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,834 | 938 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 17,643 | 928 | 0.14% | 0.14% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Capital Management, LLC | History | No change | 17,696 | 923 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kings Path Partners LLC | History | No change | 17,406 | 915 | 0.24% | 0.24% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nuveen, LLC | History | No change | 17,141 | 901 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 16,728 | 879 | 0.15% | 0.15% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 16,576 | 871 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 16,462 | 865 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SFG Wealth Management, LLC. | History | No change | 16,457 | 865 | 0.31% | 0.31% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 16,031 | 843 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Transcendent Capital Group LLC | History | No change | 15,891 | 835 | 0.32% | 0.32% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 15,723 | 827 | 0.12% | 0.12% | 264 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 15,401 | 810 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,061 | 792 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | No change | 14,888 | 783 | 1.67% | 1.67% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tortoise Investment Management, LLC | History | No change | 14,690 | 772 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Williams & Novak Wealth Management, LLC | History | Reduced | 15,300 | 760 | 0.45% | 1.16% | 269 | -18,015 | -54.07% | Q3 2026 | Oct 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,209 | 747 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Syverson Strege & Co | History | No change | 14,177 | 745 | 0.16% | 0.16% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 14,178 | 745 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 14,132 | 743 | 0.17% | 0.17% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 13,981 | 735 | 1.14% | 1.14% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 13,801 | 725 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Marshall Financial Group, LLC | History | No change | 13,723 | 721 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Madison Wealth Partners, Inc | History | No change | 13,357 | 702 | 0.09% | 0.09% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 14,100 | 700 | 0.49% | 0.53% | 278 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 13,248 | 696 | 0.32% | 0.32% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 12,943 | 680 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 12,920 | 679 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FreeGulliver LLC | History | No change | 12,918 | 679 | 0.24% | 0.24% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 12,739 | 670 | 0.21% | 0.21% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 12,575 | 661 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Friday Financial | History | Added to | 13,270 | 660 | 0.13% | 0.17% | 285 | +796 | 6.38% | Q3 2026 | Oct 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 12,518 | 658 | 0.24% | 0.24% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 12,427 | 653 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 12,354 | 649 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 12,818 | 637 | 0.18% | 0.2% | 289 | -41 | -0.32% | Q3 2026 | Oct 09, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,950 | 628 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 11,789 | 620 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 11,786 | 619 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avestar Capital, LLC | History | No change | 11,633 | 611 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kendall Capital Management | History | No change | 11,600 | 610 | 0.1% | 0.1% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 12,171 | 604 | 0.18% | 0.59% | 295 | -12,302 | -50.27% | Q3 2026 | Oct 08, 2026 |
| ROCKLAND TRUST CO | History | Added to | 11,484 | 570 | 0.02% | 0.02% | 296 | +4,000 | 53.45% | Q3 2026 | Oct 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,815 | 568 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 10,800 | 568 | 0.23% | 0.23% | 298 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Financial Designs Corp | History | No change | 11,361 | 564 | 0.29% | 0.32% | 299 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,698 | 562 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |