PIMCO Dynamic Income Opportunities Fund - PDO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 5,177,726 | 68,449 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 3,641,299 | 48,137 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,453,583 | 32,437 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,242,251 | 29,642 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,734,470 | 22,929 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 1,287,083 | 17,015 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,025,116 | 13,552 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 842,290 | 11,135 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 840,308 | 11,108 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cercano Management LLC | History | No change | 783,312 | 10,355 | 1.38% | 1.38% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 653,870 | 8,644 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 649,618 | 8,587 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 575,315 | 7,605 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 457,620 | 6,049 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 373,292 | 4,934 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 363,117 | 4,846 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 357,226 | 4,722 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 281,827 | 3,725 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 279,246 | 3,702 | 0.22% | 0.22% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Advisory, LLC | History | No change | 278,910 | 3,687 | 0.31% | 0.31% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 278,158 | 3,677 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Element Wealth, LLC | History | No change | 224,130 | 2,963 | 1.11% | 1.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 190,567 | 2,519 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venture Visionary Partners LLC | History | No change | 187,532 | 2,479 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 184,763 | 2,443 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 179,552 | 2,388 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 163,917 | 2,166 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Estate Planners Group, LLC | History | No change | 151,164 | 1,998 | 0.9% | 0.9% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 125,668 | 1,661 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 110,468 | 1,460 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 110,368 | 1,459 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 99,525 | 1,315 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 97,171 | 1,284 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 96,752 | 1,279 | 0.23% | 0.23% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 94,942 | 1,255 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Palogic Value Management, L.P. | History | No change | 93,184 | 1,231 | 0.41% | 0.41% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 86,308 | 1,140 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Shaker Financial Services, LLC | History | No change | 85,176 | 1,135 | 0.36% | 0.36% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Anchor Capital Management Group Inc | History | No change | 84,500 | 1,117 | 0.77% | 0.77% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Americana Partners, LLC | History | No change | 79,317 | 1,048 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 77,789 | 1,028 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 73,472 | 996 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 74,341 | 982 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 69,240 | 915 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 66,751 | 882 | 0.27% | 0.27% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Goldstone Financial Group, LLC | History | No change | 62,742 | 829 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 58,739 | 776 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 52,833 | 698 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bramshill Investments, LLC | History | No change | 52,693 | 696 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 50,839 | 678 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 49,512 | 654 | 0.2% | 0.2% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HBK Sorce Advisory LLC | History | No change | 50,000 | 650 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 46,000 | 608 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meadowbrook Wealth Management, LLC | History | No change | 43,270 | 573 | 0.62% | 0.62% | 54 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 43,080 | 569 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 41,526 | 548 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 35,541 | 469 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 35,501 | 469 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 34,791 | 459 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 31,957 | 422 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 31,500 | 416 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 31,420 | 415 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 30,726 | 406 | 0.37% | 0.37% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 29,782 | 393 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 27,988 | 370 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 27,442 | 362 | 0.12% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | No change | 27,000 | 356 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Brookwood Investment Group LLC | History | No change | 26,947 | 356 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accredited Investors Inc. | History | No change | 25,000 | 330 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 24,928 | 329 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 22,987 | 303 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 21,430 | 283 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | No change | 21,148 | 279 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NWF Advisory Services Inc. | History | No change | 20,683 | 273 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 19,823 | 262 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 19,597 | 259 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 19,350 | 258 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 19,275 | 254 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Investment Partners LLC | History | No change | 18,500 | 244 | 0.2% | 0.2% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,316 | 242 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Traynor Capital Management, Inc. | History | No change | 18,197 | 240 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 17,487 | 227 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 16,762 | 221 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COURIER CAPITAL LLC | History | No change | 16,269 | 215 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gridiron Partners, LLC | History | No change | 15,000 | 198 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 14,806 | 195 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 14,000 | 185 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 14,004 | 185 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 14,370 | 185 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Buska Wealth Management, LLC | History | No change | 13,733 | 181 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Noble Wealth Management PBC | History | Added to | 14,991 | 177 | 0.08% | 0.06% | 91 | +4,012 | 36.54% | Q3 2026 | Oct 01, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 13,167 | 174 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,942 | 171 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 12,170 | 160 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 11,405 | 150 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,831 | 143 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Beacon Financial Advisory LLC | History | No change | 10,746 | 142 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearview Wealth Management LLC | History | No change | 10,813 | 142 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sigma Planning Corp | History | No change | 10,680 | 141 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 10,717 | 141 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BURNEY CO/ | History | No change | 10,600 | 140 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,588 | 139 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,439 | 138 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 10,176 | 134 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | No change | 10,205 | 134 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ballew Advisors, Inc | History | No change | 10,090 | 133 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| McAlister, Sweet & Associates, Inc. | History | No change | 10,031 | 132 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 10,000 | 130 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 8,500 | 112 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,030 | 103 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,000 | 92 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 5,733 | 75 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 5,500 | 72 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Activest Wealth Management | History | No change | 4,945 | 65 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,278 | 56 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,780 | 49 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,745 | 49 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New Hampshire | History | No change | 3,725 | 49 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 3,750 | 49 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,600 | 34 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,038 | 27 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Larson Financial Group LLC | History | No change | 1,932 | 25 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,600 | 21 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,440 | 19 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,375 | 18 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 1,401 | 18 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspect Partners, LLC | History | No change | 1,307 | 17 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHP Wealth Management | History | No change | 859 | 11 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 778 | 10 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 634 | 8 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 549 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 400 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 260 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 821 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |