PIMCO MUNICIPAL INCOME FUND II - PML
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bramshill Investments, LLC | History | No change | 7,767,525 | 59,110 | 4.52% | 4.52% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 4,482,914 | 34,114 | 1.62% | 1.62% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,724,581 | 20,734 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,863,909 | 14,184 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,673,808 | 12,737 | 0.36% | 0.36% | 5 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,611,583 | 12,264 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,379,218 | 10,495 | 1.94% | 1.94% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,374,493 | 10,459 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,142,125 | 8,691 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,083,313 | 8,244 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,077,922 | 8,202 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 924,063 | 7,032 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 856,682 | 6,519 | 2.88% | 2.88% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gridiron Partners, LLC | History | No change | 830,828 | 6,322 | 3.32% | 3.32% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisors Asset Management, Inc. | History | No change | 827,378 | 6,296 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 620,021 | 4,718 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GenTrust, LLC | History | No change | 606,631 | 4,640 | 0.18% | 0.18% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 558,895 | 4,253 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 552,378 | 4,203 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 492,004 | 3,744 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 461,349 | 3,510 | 0.21% | 0.21% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Williams & Novak, LLC | History | No change | 338,525 | 2,576 | 1.7% | 1.7% | 22 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 337,948 | 2,571 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 336,267 | 2,558 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 326,075 | 2,481 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 311,408 | 2,369 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 275,791 | 2,099 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wakefield Asset Management LLLP | History | No change | 272,029 | 2,070 | 0.47% | 0.47% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 260,826 | 1,984 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 254,969 | 1,940 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 235,787 | 1,803 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rareview Capital LLC | History | No change | 232,046 | 1,728 | 0.97% | 0.97% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ellis Investment Partners, LLC | History | No change | 221,938 | 1,688 | 0.26% | 0.26% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 214,400 | 1,632 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 204,956 | 1,559 | 0.41% | 0.41% | 35 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 197,651 | 1,504 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worthington Financial Partners, LLC | History | No change | 185,833 | 1,414 | 1.17% | 1.17% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 169,476 | 1,286 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 165,838 | 1,262 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 161,692 | 1,230 | 0.66% | 0.66% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 152,420 | 1,159 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cove Private Wealth, LLC | History | No change | 148,388 | 1,129 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Trail Advisors, LLC | History | No change | 141,436 | 1,076 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 130,241 | 991 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 119,928 | 912 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital Group | History | No change | 102,720 | 781 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 98,347 | 748 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 97,765 | 743 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 95,105 | 723 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 81,622 | 621 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 81,000 | 616 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 78,631 | 598 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 76,724 | 583 | 0.39% | 0.39% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 76,406 | 581 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 86,950 | 571 | 0.26% | 0.3% | 55 | -1,041 | -1.18% | Q3 2026 | Oct 01, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 74,774 | 569 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 73,493 | 559 | 0.17% | 0.17% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 69,769 | 530 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 68,623 | 522 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Advisory, LLC | History | No change | 67,463 | 513 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 66,863 | 508 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 66,242 | 504 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 64,849 | 493 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Endowment Management, LP | History | No change | 64,352 | 490 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 60,175 | 457 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 57,841 | 440 | 0.31% | 0.31% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nuveen, LLC | History | No change | 57,063 | 434 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 55,406 | 421 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,481 | 353 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 45,017 | 342 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ceeto Capital Group, LLC | History | No change | 43,804 | 335 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 42,026 | 319 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | No change | 41,656 | 317 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Venture Visionary Partners LLC | History | No change | 38,973 | 296 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 38,541 | 293 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 37,503 | 285 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 36,346 | 276 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,023 | 274 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 34,321 | 261 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 34,378 | 261 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 32,540 | 248 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 31,830 | 242 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 31,400 | 238 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Traynor Capital Management, Inc. | History | No change | 29,696 | 225 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| River Street Advisors LLC | History | No change | 29,237 | 222 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | No change | 29,192 | 220 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 27,084 | 206 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 26,640 | 203 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kercheville Advisors, LLC | History | No change | 26,022 | 198 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 25,535 | 194 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 25,172 | 191 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Planning Project LLC | History | No change | 24,200 | 177 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Sep 01, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 23,214 | 176 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | No change | 21,990 | 167 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 21,353 | 162 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 21,416 | 162 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,921 | 159 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOMURA HOLDINGS INC | History | No change | 20,000 | 152 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 19,960 | 151 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 19,779 | 150 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 19,500 | 148 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hudock, Inc. | History | No change | 19,274 | 146 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 18,411 | 140 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 18,167 | 138 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 16,480 | 125 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,553 | 125 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,149 | 122 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canal Capital Management, LLC | History | No change | 15,873 | 120 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15,831 | 120 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 15,570 | 118 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 15,444 | 117 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | No change | 15,254 | 116 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 15,050 | 114 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 15,000 | 114 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH EFFECTS LLC | History | No change | 15,000 | 114 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 14,873 | 113 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beta Wealth Group, Inc. | History | No change | 14,896 | 113 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITY HOLDING CO | History | No change | 14,537 | 110 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Greenspring Advisors, LLC | History | No change | 13,589 | 103 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 13,402 | 101 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,074 | 99 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WESBANCO BANK INC | History | No change | 12,372 | 94 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 12,025 | 91 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWC Advisors, LLC. | History | No change | 11,886 | 90 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,393 | 86 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Palogic Value Management, L.P. | History | No change | 11,400 | 86 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 11,424 | 86 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vident Advisory, LLC | History | No change | 11,158 | 84 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 7,146 | 54 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 5,700 | 43 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | No change | 4,464 | 33 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,400 | 33 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,714 | 28 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 3,674 | 27 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 3,221 | 24 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,887 | 21 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,459 | 18 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,145 | 16 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,700 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 1,651 | 12 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axiom Investment Management LLC | History | No change | 1,533 | 11 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 1,380 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | No change | 1,072 | 8 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,112 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,000 | 7 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Johnson Financial Group, Inc. | History | No change | 700 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Group, LTD | History | No change | 686 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 650 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 504 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 400 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 373 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 350 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 200 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |