PIMCO CORPORATE & INCOME OPPORTUNITY FUND - PTY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,723,452 | 32,763 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 2,646,888 | 31,842 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,595,560 | 31,224 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,454,824 | 29,531 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 1,754,583 | 21,107 | 1.54% | 1.54% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merrithew & Thorsten Inc | History | No change | 1,492,851 | 17,959 | 15.3% | 15.3% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Invesco Ltd. | History | No change | 1,485,366 | 17,868 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,302,411 | 15,668 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 949,380 | 11,421 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 931,885 | 11,211 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 794,118 | 9,553 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Logan Stone Capital, LLC | History | No change | 675,432 | 8,125 | 1.72% | 1.72% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 638,181 | 7,678 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 624,690 | 7,515 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 553,112 | 6,653 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 531,454 | 6,393 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 504,390 | 6,067 | 0.23% | 0.23% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 477,867 | 5,748 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | No change | 448,727 | 5,398 | 1.21% | 1.21% | 19 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 441,508 | 5,311 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 413,459 | 4,973 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 388,873 | 4,678 | 2.19% | 2.19% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 382,350 | 4,599 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 336,236 | 4,044 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Added to | 363,339 | 4,000 | 1.79% | 1.79% | 25 | +30,290 | 9.09% | Q3 2026 | Oct 01, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 309,623 | 3,724 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 278,437 | 3,349 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 260,452 | 3,133 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 257,091 | 3,108 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 252,532 | 3,037 | 0.93% | 0.93% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ICON ADVISERS INC/CO | History | No change | 247,825 | 2,981 | 0.56% | 0.56% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 242,427 | 2,916 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 193,282 | 2,325 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 185,861 | 2,235 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 183,369 | 2,205 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 176,455 | 2,122 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beta Wealth Group, Inc. | History | No change | 174,777 | 2,102 | 0.79% | 0.79% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smith Asset Management Co., LLC | History | No change | 167,505 | 2,015 | 1.59% | 1.59% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AG Asset Advisory, LLC | History | No change | 164,641 | 1,980 | 1.6% | 1.6% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 157,100 | 1,889 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 143,700 | 1,728 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm3 Financial Group, LLC | History | No change | 140,964 | 1,695 | 1.16% | 1.16% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 138,820 | 1,670 | 0.69% | 0.69% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 127,711 | 1,536 | 0.64% | 0.64% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 127,516 | 1,534 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 125,274 | 1,508 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zullo Investment Group, Inc. | History | No change | 119,172 | 1,433 | 0.49% | 0.49% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Covenant Asset Management, LLC | History | No change | 118,277 | 1,422 | 0.24% | 0.24% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | No change | 116,063 | 1,396 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vision Retirement, LLC | History | No change | 114,087 | 1,372 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| C2C Wealth Management, LLC | History | No change | 108,385 | 1,303 | 1.02% | 1.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 105,324 | 1,267 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 102,911 | 1,238 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| First Heartland Consultants, Inc. | History | No change | 99,432 | 1,196 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UMB Bank, n.a. | History | No change | 99,000 | 1,190 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 98,400 | 1,183 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 92,345 | 1,110 | 0.51% | 0.51% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 92,266 | 1,109 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 90,000 | 1,083 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 88,110 | 1,059 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 82,561 | 993 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 77,652 | 934 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 69,379 | 834 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 68,902 | 828 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 68,068 | 818 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 67,660 | 814 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 67,303 | 809 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Group, LTD | History | No change | 67,100 | 807 | 0.19% | 0.19% | 68 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 66,206 | 796 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 67,006 | 790 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 64,830 | 779 | 0.4% | 0.4% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 61,606 | 741 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 60,520 | 728 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 57,643 | 693 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 55,950 | 673 | 0.57% | 0.57% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Advocates, LLC | History | No change | 55,446 | 667 | 0.57% | 0.57% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 55,341 | 665 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 55,763 | 654 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 53,495 | 643 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 52,532 | 631 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 52,136 | 627 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 52,178 | 627 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 51,785 | 622 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 51,645 | 621 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHE, LLC | History | No change | 51,450 | 618 | 0.23% | 0.23% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 51,272 | 616 | 0.27% | 0.27% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 48,393 | 582 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quarry LP | History | No change | 48,284 | 580 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 46,585 | 560 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH EFFECTS LLC | History | No change | 46,313 | 557 | 0.15% | 0.15% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 46,293 | 556 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 42,414 | 510 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 43,237 | 504 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 43,237 | 504 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 41,334 | 497 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 41,241 | 496 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 41,131 | 494 | 0.28% | 0.28% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 40,144 | 482 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 38,696 | 468 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avestar Capital, LLC | History | No change | 34,000 | 413 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Everest Financial Group LLC | History | No change | 34,302 | 412 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 32,953 | 397 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 32,606 | 392 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 31,670 | 380 | 0.16% | 0.16% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31,245 | 375 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 30,336 | 364 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Red Door Wealth Management, LLC | History | No change | 30,118 | 362 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 29,904 | 359 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 29,706 | 357 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avior Wealth Management, LLC | History | No change | 28,485 | 342 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Western Wealth Management, LLC | History | No change | 26,893 | 323 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 26,627 | 319 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 26,600 | 319 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Argyle Capital Partners, LLC | History | No change | 26,150 | 314 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Solutions Group, LLC | History | No change | 25,937 | 312 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CDKV HOLDINGS LLC | History | No change | 25,674 | 308 | 0.24% | 0.24% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 25,335 | 305 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 25,127 | 302 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 24,333 | 292 | 0.14% | 0.14% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,795 | 274 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 22,000 | 264 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SYM FINANCIAL Corp | History | No change | 21,770 | 261 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PATRON PARTNERS, LLC | History | No change | 21,480 | 258 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | No change | 20,000 | 240 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 19,400 | 233 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 19,031 | 228 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 18,895 | 227 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 18,708 | 225 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 18,221 | 219 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisors Asset Management, Inc. | History | No change | 18,223 | 219 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 18,205 | 219 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 17,986 | 216 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighPoint Advisor Group LLC | History | No change | 17,525 | 210 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 16,967 | 204 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 16,745 | 201 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 16,402 | 197 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 15,690 | 188 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 15,316 | 184 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wharton Business Group, LLC | History | No change | 15,076 | 181 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rathbones Group PLC | History | No change | 15,000 | 180 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Disciplined Investments, LLC | History | No change | 15,000 | 180 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 14,726 | 177 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madison Wealth Partners, Inc | History | No change | 14,622 | 175 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 14,578 | 175 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 14,331 | 172 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 14,148 | 170 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Independent Advisor Alliance | History | No change | 14,129 | 169 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,029 | 168 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 13,848 | 166 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 13,582 | 163 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,329 | 160 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BlackRock, Inc. | History | No change | 13,160 | 158 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 12,997 | 156 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TPG Advisors LLC | History | No change | 12,155 | 146 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 12,075 | 145 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 12,026 | 144 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,933 | 143 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,847 | 142 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAlister, Sweet & Associates, Inc. | History | No change | 11,812 | 142 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 11,500 | 139 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,301 | 137 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Significant Wealth Partners LLC | History | No change | 11,090 | 133 | 0.14% | 0.14% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BSW Wealth Partners | History | No change | 10,597 | 127 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 10,391 | 125 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marex Group Ltd | History | No change | 10,300 | 123 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 9,900 | 119 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 9,148 | 110 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,827 | 106 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,586 | 91 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,242 | 87 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,206 | 74 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,109 | 73 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,800 | 69 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 5,662 | 68 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Parallel Advisors, LLC | History | No change | 5,602 | 67 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Investment Partners LLC | History | No change | 5,500 | 66 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 4,881 | 58 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 4,483 | 53 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,961 | 48 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,783 | 45 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,450 | 41 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FNY Investment Advisers, LLC | History | No change | 3,200 | 38 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Continuum Advisory, LLC | History | No change | 3,072 | 36 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 3,025 | 36 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,694 | 32 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 2,500 | 27 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,200 | 26 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Heritage Wealth Advisors | History | No change | 1,920 | 23 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 1,800 | 19 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Bogart Wealth, LLC | History | No change | 1,600 | 19 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,500 | 18 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,306 | 16 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,375 | 16 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Axiom Investment Management LLC | History | No change | 1,226 | 14 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 1,082 | 13 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MCF Advisors LLC | History | No change | 1,069 | 12 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | No change | 1,008 | 12 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crewe Advisors LLC | History | No change | 850 | 10 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Align Financial, LLC | History | No change | 750 | 9 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 745 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 695 | 8 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 602 | 7 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 500 | 6 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 425 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 436 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 400 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Larson Financial Group LLC | History | No change | 407 | 4 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 300 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 226 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 203 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FIRST HORIZON CORP | History | No change | 100 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 98 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 151 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 133 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.01% | — | -3,425 | -100.0% | Q3 2026 | Oct 06, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q3 2026 | Oct 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Kingdom Financial Group LLC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |