PIMCO HIGH INCOME FUND - PHK
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 | No change | 2,461,220 | 11,469 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,828,380 | 8,520 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,395,218 | 6,501 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,364,448 | 6,358 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,300,222 | 6,059 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 1,201,591 | 5,599 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,139,957 | 5,312 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 986,473 | 4,596 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 922,885 | 4,300 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 916,046 | 4,268 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 736,603 | 3,432 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GraniteShares Advisors LLC | History | No change | 580,836 | 2,706 | 1.74% | 1.74% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 405,481 | 1,889 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 390,856 | 1,821 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 377,178 | 1,758 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 354,870 | 1,654 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 350,455 | 1,633 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 305,337 | 1,422 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 269,895 | 1,257 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elm3 Financial Group, LLC | History | No change | 264,575 | 1,232 | 0.84% | 0.84% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 261,440 | 1,218 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shaker Financial Services, LLC | History | No change | 200,104 | 944 | 0.3% | 0.3% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 202,151 | 942 | 0.63% | 0.63% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IMC-Chicago, LLC | History | No change | 179,410 | 836 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 178,530 | 831 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 175,211 | 816 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 173,133 | 806 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creekside Partners | History | No change | 142,025 | 661 | 0.24% | 0.24% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 135,286 | 630 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 131,400 | 612 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 130,000 | 606 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 120,285 | 560 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legend Capital Advisors LLC | History | No change | 116,357 | 542 | 0.29% | 0.29% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 116,127 | 541 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 113,392 | 525 | 0.33% | 0.33% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 108,255 | 504 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rayburn West Financial Services LLC | History | No change | 99,100 | 461 | 0.25% | 0.25% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 91,600 | 426 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 84,456 | 393 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 81,300 | 378 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 72,179 | 336 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 71,357 | 332 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 67,883 | 316 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 65,900 | 307 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 61,108 | 284 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 63,581 | 260 | 0.12% | 0.16% | 46 | -11,862 | -15.72% | Q3 2026 | Oct 01, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 53,021 | 247 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 51,702 | 240 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 51,672 | 240 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 51,442 | 239 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 50,042 | 233 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 47,680 | 222 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 44,936 | 209 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marex Group Ltd | History | No change | 44,907 | 209 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 44,543 | 207 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 44,347 | 204 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Indivisible Partners | History | No change | 43,933 | 204 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 36,800 | 171 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | No change | 35,212 | 164 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 35,350 | 164 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 35,395 | 164 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 34,736 | 161 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 33,762 | 157 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 30,000 | 139 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 29,025 | 136 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| International Private Wealth Advisors LLC | History | No change | 29,090 | 135 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 27,361 | 127 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BESSEMER GROUP INC | History | No change | 25,000 | 117 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 24,861 | 115 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Virtu Financial LLC | History | No change | 24,571 | 115 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 24,800 | 115 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 24,657 | 114 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 23,999 | 111 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Centric Wealth Management | History | No change | 23,940 | 111 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valley Financial Group, Inc. | History | No change | 23,723 | 110 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 22,730 | 105 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | No change | 21,856 | 101 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 21,550 | 100 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,372 | 99 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 21,240 | 98 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ceeto Capital Group, LLC | History | No change | 20,000 | 94 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 20,000 | 93 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 20,145 | 93 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,996 | 93 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Street Group Inc. | History | No change | 20,161 | 93 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 19,912 | 92 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kovack Advisors, Inc. | History | No change | 16,511 | 76 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wagner Wealth Management, LLC | History | No change | 16,309 | 76 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 16,453 | 76 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 15,850 | 73 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 15,135 | 70 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 15,000 | 69 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 14,918 | 69 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 14,262 | 66 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madison Wealth Partners, Inc | History | No change | 13,950 | 65 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 13,830 | 64 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KPP Advisory Services LLC | History | No change | 13,160 | 61 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glenview Trust Co | History | No change | 13,010 | 60 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RMR Wealth Builders | History | No change | 11,934 | 55 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 11,278 | 52 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 11,277 | 52 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| E&G Advisors, LLC | History | No change | 10,800 | 50 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,871 | 50 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,815 | 50 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | No change | 10,480 | 49 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,242 | 47 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 10,294 | 47 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 10,000 | 46 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 10,000 | 46 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 10,000 | 46 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | No change | 10,085 | 46 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | No change | 10,500 | 43 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 6,404 | 29 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,000 | 27 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,577 | 25 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop National Bank | History | No change | 4,100 | 19 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,800 | 12 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | No change | 2,600 | 12 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,586 | 12 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,175 | 10 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 2,175 | 10 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,000 | 9 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 2,087 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,027 | 9 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,500 | 6 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,027 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,000 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 833 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 813 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 825 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 500 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 389 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 126 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bullseye Investment Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |