PIMCO ETF Trust - SMMU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 2,922,726 | 147,393 | 0.01% | 0.01% | 1 | -739,554 | -20.19% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,091,756 | 55,057 | 0.0% | 0.0% | 2 | -6,440 | -0.59% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,063,817 | 53,648 | 4.58% | 4.68% | 3 | +12,685 | 1.21% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,047,846 | 52,842 | 0.1% | 0.1% | 4 | +90,992 | 9.51% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 827,420 | 41,726 | 0.0% | 0.0% | 5 | -131,365 | -13.7% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 724,387 | 36,617 | 0.05% | 0.06% | 6 | -64,552 | -8.18% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 711,164 | 35,864 | 0.1% | 0.1% | 7 | +23,696 | 3.45% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 695,625 | 35,080 | 0.04% | 0.04% | 8 | -40,000 | -5.44% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 504,530 | 25,443 | 0.01% | 0.01% | 9 | +43,710 | 9.49% | Q4 2025 | Feb 11, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 486,884 | 24,553 | 13.26% | — | 10 | +486,884 | New | Q4 2025 | Mar 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 472,897 | 23,848 | 0.43% | 0.55% | 11 | -85,532 | -15.32% | Q4 2025 | Jan 07, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 404,093 | 20,378 | 7.69% | 7.69% | 12 | +5,720 | 1.44% | Q4 2025 | Jan 16, 2026 |
| TD Capital Management LLC | History | Added to | 382,953 | 19,312 | 1.71% | 1.66% | 13 | +18,607 | 5.11% | Q4 2025 | Feb 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 316,925 | 15,983 | 0.02% | 0.02% | 14 | +15,309 | 5.08% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 299,620 | 15,109 | 0.0% | 0.0% | 15 | +11,489 | 3.99% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 264,974 | 13,362 | 0.0% | 0.0% | 16 | -2,739 | -1.02% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 260,714 | 13,147 | 1.06% | 1.08% | 17 | +1,322 | 0.51% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 172,025 | 8,675 | 0.15% | 0.13% | 18 | +54,437 | 46.29% | Q4 2025 | Feb 19, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 152,338 | 7,682 | 2.23% | 2.02% | 19 | +19,370 | 14.57% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 150,020 | 7,565 | 0.01% | 0.01% | 20 | +14,441 | 10.65% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 147,634 | 7,445 | 0.15% | 0.04% | 21 | +127,500 | 633.26% | Q4 2025 | Feb 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 145,371 | 7,348 | 0.3% | 0.26% | 22 | +27,783 | 23.63% | Q4 2025 | Jan 09, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 138,186 | 6,968 | 1.0% | 1.01% | 23 | +3,374 | 2.5% | Q4 2025 | Jan 26, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 137,720 | 6,945 | 0.18% | 0.2% | 24 | -5,725 | -3.99% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 122,334 | 6,169 | 0.03% | — | 25 | +122,334 | New | Q4 2025 | Feb 05, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 97,107 | 4,897 | 2.43% | 2.38% | 26 | +6,636 | 7.33% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 96,778 | 4,880 | 0.03% | 0.03% | 27 | +5,989 | 6.6% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,778 | 4,729 | 0.0% | 0.0% | 28 | +3,508 | 3.89% | Q4 2025 | Feb 10, 2026 |
| Crumly & Associates Inc. | History | Added to | 90,860 | 4,582 | 0.96% | 0.98% | 29 | +2,410 | 2.72% | Q4 2025 | Jan 14, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 86,441 | 4,386 | 1.55% | 0.65% | 30 | +51,147 | 144.92% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 85,797 | 4,326 | 0.02% | 0.02% | 31 | +18,618 | 27.71% | Q4 2025 | Feb 18, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 77,366 | 3,901 | 0.43% | 0.48% | 32 | +7,579 | 10.86% | Q4 2025 | Feb 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 71,459 | 3,603 | 0.86% | 0.8% | 33 | +7,382 | 11.52% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,152 | 3,285 | 0.0% | 0.0% | 34 | +46,794 | 254.9% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 65,041 | 3,280 | 0.0% | 0.01% | 35 | -8,165 | -11.15% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 64,890 | 3,273 | 0.52% | 0.56% | 36 | -4,738 | -6.8% | Q4 2025 | Jan 23, 2026 |
| ABLE Financial Group, LLC | History | Added to | 61,356 | 3,094 | 0.63% | 0.59% | 37 | +7,920 | 14.82% | Q4 2025 | Jan 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 59,153 | 2,983 | 0.22% | 0.23% | 38 | -844 | -1.41% | Q4 2025 | Feb 10, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 56,387 | 2,843 | 1.81% | 2.09% | 39 | -6,676 | -10.59% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 56,011 | 2,824 | 0.0% | 0.0% | 40 | +5,272 | 10.39% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 54,097 | 2,728 | 0.0% | 0.0% | 41 | -12,831 | -19.17% | Q4 2025 | Jan 29, 2026 |
| Certified Advisory Corp | History | Added to | 50,635 | 2,553 | 0.23% | 0.24% | 42 | +1,088 | 2.2% | Q4 2025 | Jan 12, 2026 |
| AIFG Consultants Ltd. | History | Added to | 49,332 | 2,487 | 4.27% | 4.25% | 43 | +1,620 | 3.4% | Q4 2025 | Feb 04, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 48,327 | 2,437 | 0.17% | 0.15% | 44 | +8,280 | 20.68% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Reduced | 48,063 | 2,423 | 0.02% | 0.02% | 45 | -253 | -0.52% | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 47,851 | 2,413 | 0.34% | 0.5% | 46 | -20,165 | -29.65% | Q4 2025 | Jan 06, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 43,796 | 2,208 | 0.53% | 0.49% | 47 | +5,150 | 13.33% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,909 | 2,113 | 0.0% | 0.0% | 48 | +11,767 | 39.04% | Q4 2025 | Mar 16, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 41,508 | 2,093 | 0.26% | 0.33% | 49 | -4,750 | -10.27% | Q4 2025 | Jan 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 41,290 | 2,082 | 0.01% | 0.01% | 50 | +4,495 | 12.22% | Q4 2025 | Jan 12, 2026 |
| PAX Financial Group, LLC | History | Added to | 40,028 | 2,018 | 0.35% | 0.36% | 51 | +144 | 0.36% | Q4 2025 | Feb 05, 2026 |
| DAVIS R M INC | History | Reduced | 39,331 | 1,983 | 0.03% | 0.06% | 52 | -33,186 | -45.76% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 38,421 | 1,937 | 0.04% | 0.04% | 53 | +3,381 | 9.65% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 37,153 | 1,873 | 0.01% | 0.01% | 54 | +7,152 | 23.84% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 36,692 | 1,850 | 0.17% | 0.16% | 55 | +4,213 | 12.97% | Q4 2025 | Feb 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 36,097 | 1,820 | 1.04% | 0.89% | 56 | +6,437 | 21.7% | Q4 2025 | Jan 06, 2026 |
| LifeWealth Investments, LLC | History | No change | 35,056 | 1,767 | 0.56% | 0.58% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 34,065 | 1,717 | 0.02% | 0.01% | 58 | +16,085 | 89.46% | Q4 2025 | Jan 21, 2026 |
| IAM Advisory, LLC | History | Added to | 33,619 | 1,695 | 0.38% | 0.37% | 59 | +1,156 | 3.56% | Q4 2025 | Jan 07, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 32,759 | 1,652 | 0.14% | 0.13% | 60 | +3,574 | 12.25% | Q4 2025 | Jan 27, 2026 |
| LongView Wealth Management | History | No change | 32,154 | 1,627 | 0.39% | 0.44% | 61 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,140 | 1,620 | 0.0% | 0.0% | 62 | +3,231 | 11.18% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 32,001 | 1,613 | 0.05% | 0.05% | 63 | -3,138 | -8.93% | Q4 2025 | Jan 09, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 31,570 | 1,592 | 0.36% | 0.21% | 64 | +14,059 | 80.29% | Q4 2025 | Jan 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 31,183 | 1,572 | 0.02% | 0.02% | 65 | -1,406 | -4.31% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 30,026 | 1,514 | 0.0% | 0.0% | 66 | -8,234 | -21.52% | Q4 2025 | Feb 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 29,824 | 1,504 | 0.17% | 0.2% | 67 | -4,296 | -12.59% | Q4 2025 | Jan 08, 2026 |
| Elequin Capital, LP | History | Added to | 29,419 | 1,483 | 0.11% | 0.02% | 68 | +22,197 | 307.35% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,011 | 1,463 | 0.0% | 0.0% | 69 | -2,041 | -6.57% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 27,913 | 1,407 | 0.0% | 0.0% | 70 | +4,509 | 19.27% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 27,152 | 1,369 | 0.0% | 0.0% | 71 | -942 | -3.35% | Q4 2025 | Feb 06, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 26,707 | 1,346 | 0.54% | 0.57% | 72 | +989 | 3.85% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 26,651 | 1,344 | 0.02% | 0.04% | 73 | -70,902 | -72.68% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 24,608 | 1,243 | 0.06% | 0.09% | 74 | +8 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 24,608 | 1,240 | 0.02% | 0.02% | 75 | +8 | 0.03% | Q4 2025 | Feb 06, 2026 |
| NewSquare Capital LLC | History | Reduced | 24,237 | 1,222 | 0.11% | 0.09% | 76 | -3,349 | -12.14% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,674 | 1,193 | 0.01% | 0.01% | 77 | +6,929 | 41.38% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,391 | 1,183 | 0.0% | 0.0% | 78 | -392 | -1.65% | Q4 2025 | Feb 05, 2026 |
| Main Line Retirement Advisors, LLC | History | New | 23,187 | 1,169 | 0.59% | — | 79 | +23,187 | New | Q4 2025 | Jan 21, 2026 |
| MBL Wealth, LLC | History | Added to | 22,572 | 1,138 | 0.09% | 0.1% | 80 | +50 | 0.22% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,533 | 1,136 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 22,459 | 1,132 | 0.29% | 0.29% | 82 | +344 | 1.56% | Q4 2025 | Jan 07, 2026 |
| Summit Financial, LLC | History | Added to | 22,262 | 1,125 | 0.02% | 0.02% | 83 | +1,063 | 5.01% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 22,090 | 1,113 | 0.37% | 0.41% | 84 | -1,305 | -5.58% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,454 | 1,082 | 0.0% | — | 85 | +21,454 | New | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 21,145 | 1,066 | 0.04% | 0.0% | 86 | +19,715 | 1378.67% | Q4 2025 | Feb 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 21,023 | 1,060 | 0.14% | 0.16% | 87 | -2,940 | -12.27% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,440 | 1,030 | 0.0% | — | 88 | +20,440 | New | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 20,241 | 1,020 | 0.01% | 0.01% | 89 | +5,033 | 33.09% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,603 | 988 | 0.0% | 0.0% | 90 | -686 | -3.38% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,505 | 983 | 0.0% | 0.0% | 91 | -5,595 | -22.29% | Q4 2025 | Feb 17, 2026 |
| Rockport Wealth LLC | History | Added to | 19,391 | 977 | 0.19% | 0.05% | 92 | +14,391 | 287.82% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 16,769 | 845 | 0.0% | 0.01% | 93 | -10,216 | -37.86% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | New | 16,313 | 822 | 0.02% | — | 94 | +16,313 | New | Q4 2025 | Feb 03, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 15,622 | 787 | 0.45% | 0.47% | 95 | -505 | -3.13% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 15,591 | 786 | 0.08% | 0.09% | 96 | +280 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 15,533 | 783 | 0.01% | 0.02% | 97 | -332 | -2.09% | Q4 2025 | Feb 06, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 15,132 | 763 | 0.51% | 0.51% | 98 | +2,261 | 17.57% | Q4 2025 | Feb 09, 2026 |
| Summit Financial Consulting LLC | History | Added to | 14,596 | 736 | 0.53% | 0.51% | 99 | +1,924 | 15.18% | Q4 2025 | Jan 23, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 14,207 | 716 | 0.59% | 0.38% | 100 | +5,152 | 56.9% | Q4 2025 | Feb 06, 2026 |
| Kooman & Associates | History | Added to | 14,191 | 715 | 0.21% | 0.21% | 102 | +995 | 7.54% | Q4 2025 | Jan 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 14,193 | 715 | 0.13% | 0.14% | 101 | +266 | 1.91% | Q4 2025 | Jan 30, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 14,109 | 711 | 0.36% | 0.38% | 103 | +41 | 0.29% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | New | 13,875 | 700 | 0.0% | — | 104 | +13,875 | New | Q4 2025 | Feb 11, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 13,184 | 664 | 0.07% | 0.09% | 105 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,912 | 651 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,295 | 620 | 0.02% | 0.01% | 107 | +1,566 | 14.6% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 11,969 | 603 | 0.05% | 0.06% | 109 | -1,935 | -13.92% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,972 | 603 | 0.03% | 0.03% | 108 | -227 | -1.86% | Q4 2025 | Jan 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,647 | 587 | 0.01% | 0.01% | 110 | +119 | 1.03% | Q4 2025 | Jan 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 11,036 | 556 | 0.03% | 0.03% | 111 | +8 | 0.07% | Q4 2025 | Jan 07, 2026 |
| Evergreen Wealth Partners LLC | History | New | 10,843 | 546 | 0.46% | — | 112 | +10,843 | New | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 10,809 | 545 | 0.06% | 0.06% | 113 | +79 | 0.74% | Q4 2025 | Feb 18, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,694 | 539 | 0.06% | 0.09% | 114 | +813 | 8.23% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 10,645 | 536 | 0.01% | 0.01% | 115 | +1,643 | 18.25% | Q4 2025 | Jan 21, 2026 |
| Rodgers & Associates, LTD | History | Added to | 10,487 | 528 | 0.05% | 0.05% | 116 | +295 | 2.89% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | Added to | 9,854 | 496 | 0.02% | 0.02% | 117 | +71 | 0.73% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,495 | 479 | 0.01% | 0.01% | 118 | +4,566 | 92.64% | Q4 2025 | Jan 29, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 9,492 | 478 | 0.2% | — | 119 | +9,492 | New | Q4 2025 | Feb 05, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | New | 9,473 | 477 | 0.21% | — | 120 | +9,473 | New | Q4 2025 | Jan 28, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 9,399 | 475 | 0.46% | — | 121 | +9,399 | New | Q4 2025 | Feb 17, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 9,089 | 458 | 0.42% | — | 122 | +9,089 | New | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 8,650 | 436 | 0.01% | 0.01% | 123 | +555 | 6.86% | Q4 2025 | Jan 08, 2026 |
| WBH ADVISORY INC | History | No change | 8,552 | 431 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 8,281 | 417 | 0.0% | — | 125 | +8,281 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, LLC | History | New | 8,033 | 405 | 0.06% | — | 127 | +8,033 | New | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,038 | 405 | 0.0% | 0.0% | 126 | -139 | -1.7% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | New | 8,029 | 404 | 0.0% | — | 128 | +8,029 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,000 | 403 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| William Mack & Associates, Inc. | History | Added to | 7,595 | 383 | 0.18% | 0.17% | 130 | +1,475 | 24.1% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Reduced | 7,569 | 381 | 0.02% | 0.02% | 131 | -3,169 | -29.51% | Q4 2025 | Jan 27, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 7,484 | 377 | 0.23% | 0.24% | 132 | -78 | -1.03% | Q4 2025 | Jan 07, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 7,459 | 376 | 0.29% | 0.3% | 133 | -124 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 7,433 | 374 | 0.24% | 0.25% | 134 | +28 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,214 | 363 | 0.0% | 0.0% | 135 | -4,959 | -40.74% | Q4 2025 | Feb 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 7,074 | 356 | 0.19% | 0.2% | 136 | -113 | -1.57% | Q4 2025 | Feb 24, 2026 |
| &PARTNERS | History | Added to | 6,930 | 349 | 0.0% | 0.0% | 137 | +48 | 0.7% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,834 | 344 | 0.01% | 0.01% | 138 | -1,164 | -14.55% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,600 | 333 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,366 | 321 | 0.0% | 0.0% | 140 | -114 | -1.76% | Q4 2025 | Jan 26, 2026 |
| NOVEM GROUP | History | Added to | 6,125 | 308 | 0.04% | 0.03% | 141 | +329 | 5.68% | Q4 2025 | Jan 27, 2026 |
| Essex Bank | History | New | 5,950 | 300 | 0.07% | — | 142 | +5,950 | New | Q4 2025 | Feb 02, 2026 |
| SWMG, LLC | History | New | 5,907 | 299 | 0.08% | — | 144 | +5,907 | New | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | No change | 5,922 | 299 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EQUITABLE TRUST CO | History | Added to | 5,678 | 286 | 0.01% | 0.01% | 145 | +71 | 1.27% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,668 | 285 | 0.01% | 0.01% | 146 | -483 | -7.85% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Group, LLC | History | Reduced | 5,497 | 277 | 0.13% | 0.14% | 147 | -31 | -0.56% | Q4 2025 | Jan 12, 2026 |
| Objective Capital Management, LLC | History | New | 5,223 | 263 | 0.27% | — | 148 | +5,223 | New | Q4 2025 | Feb 04, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 5,204 | 262 | 0.05% | 0.06% | 149 | -478 | -8.41% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,142 | 259 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,100 | 257 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 4,913 | 247 | 0.06% | 0.17% | 152 | -7,988 | -61.92% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,762 | 240 | 0.0% | 0.0% | 153 | +8 | 0.17% | Q4 2025 | Jan 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,496 | 226 | 0.04% | 0.04% | 155 | +19 | 0.42% | Q4 2025 | Feb 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 4,500 | 226 | 0.15% | 0.15% | 154 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mattson Financial Services, LLC | History | Added to | 4,030 | 203 | 0.05% | 0.05% | 156 | +21 | 0.52% | Q4 2025 | Feb 12, 2026 |
| VCI Wealth Management LLC | History | New | 3,978 | 200 | 0.06% | — | 157 | +3,978 | New | Q4 2025 | Jan 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,443 | 174 | 0.01% | 0.01% | 158 | +25 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,880 | 145 | 0.0% | 0.0% | 159 | +1,439 | 99.86% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | No change | 2,863 | 144 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 2,752 | 138 | 0.01% | 0.05% | 161 | -10,741 | -79.6% | Q4 2025 | Feb 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 2,700 | 136 | 0.05% | 0.04% | 162 | +451 | 20.05% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,600 | 131 | 0.0% | 0.0% | 163 | -700 | -21.21% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | New | 2,511 | 126 | 0.0% | — | 164 | +2,511 | New | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,430 | 122 | 0.0% | 0.0% | 165 | +62 | 2.62% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,601 | 80 | 0.0% | 0.0% | 166 | +1,467 | 1094.78% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 990 | 49 | 0.04% | — | 168 | +990 | New | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 989 | 49 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 891 | 45 | 0.02% | — | 169 | +891 | New | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 810 | 40 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 708 | 35 | 0.0% | 0.0% | 171 | -90 | -11.28% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 700 | 35 | 0.03% | 0.03% | 172 | +5 | 0.72% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 692 | 34 | 0.0% | 0.0% | 173 | +70 | 11.25% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 560 | 28 | 0.0% | 0.0% | 174 | +9 | 1.63% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 514 | 25 | 0.0% | 0.0% | 175 | -226 | -30.54% | Q4 2025 | Jan 23, 2026 |
| Allianz Asset Management GmbH | History | Added to | 271 | 13 | 0.0% | 0.0% | 176 | +3 | 1.12% | Q4 2025 | Feb 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 237 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 100 | 5 | 0.0% | — | 180 | +100 | New | Q4 2025 | Jan 21, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 101 | 5 | 0.0% | 0.0% | 182 | -16 | -13.68% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 105 | 5 | 0.0% | 0.0% | 181 | +4 | 3.96% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | No change | 110 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -791,572 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -54,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -41,300 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -25,059 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,062 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,095 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Watchman Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,540 | -100.0% | Q3 2025 | Nov 13, 2025 |
| G&S Capital LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -1,860 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -794 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q3 2025 | Nov 13, 2025 |