PIMCO ETF Trust - SMMU
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 | 3,573,247 | 180,449 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,370,095 | 69,189 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,282,365 | 64,759 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 1,022,741 | 50,533 | 3.73% | 4.03% | 4 | -28,046 | -2.67% | Q3 2026 | Oct 01, 2026 |
| Cetera Investment Advisers | History | No change | 612,120 | 30,912 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 606,473 | 30,645 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 599,248 | 30,262 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 495,505 | 24,963 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 427,458 | 21,586 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 424,382 | 20,968 | 6.49% | 6.69% | 10 | -198 | -0.05% | Q3 2026 | Oct 09, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 403,445 | 20,373 | 28.06% | 28.06% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 402,335 | 20,318 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 401,878 | 20,294 | 1.66% | 1.66% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 380,329 | 19,206 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 268,866 | 13,577 | 1.02% | 1.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 233,000 | 11,766 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 207,752 | 10,491 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 172,326 | 8,702 | 1.14% | 1.14% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 172,039 | 8,687 | 0.14% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 161,569 | 8,159 | 2.09% | 2.09% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 157,391 | 7,948 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 157,016 | 7,929 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssey Group, LLC | History | No change | 149,344 | 7,541 | 2.04% | 2.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 142,007 | 7,171 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 139,502 | 7,044 | 0.17% | 0.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 132,622 | 6,697 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crumly & Associates Inc. | History | Added to | 131,629 | 6,503 | 1.15% | 1.2% | 27 | +7,349 | 5.91% | Q3 2026 | Oct 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 127,653 | 6,446 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 109,261 | 5,517 | 2.96% | 2.96% | 29 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | No change | 104,708 | 5,287 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 102,358 | 5,169 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 97,181 | 4,907 | 0.17% | 0.17% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 92,079 | 4,649 | 0.9% | 0.9% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 80,456 | 4,063 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ABLE Financial Group, LLC | History | No change | 77,211 | 3,899 | 0.65% | 0.65% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 75,833 | 3,829 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 75,773 | 3,826 | 1.66% | 1.66% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 73,062 | 3,689 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 66,901 | 3,379 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 66,002 | 3,333 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Milestone Investment Advisors LLC | History | No change | 66,000 | 3,333 | 0.72% | 0.72% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | No change | 65,011 | 3,283 | 0.26% | 0.26% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 61,587 | 3,110 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 60,118 | 3,035 | 0.95% | 0.95% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 59,348 | 2,932 | 0.18% | 0.22% | 45 | -8,264 | -12.22% | Q3 2026 | Oct 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 57,439 | 2,900 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 56,772 | 2,862 | 0.19% | 0.19% | 47 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 56,425 | 2,849 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 52,465 | 2,649 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 49,178 | 2,483 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 48,740 | 2,461 | 0.32% | 0.32% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 48,442 | 2,446 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 48,266 | 2,437 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,463 | 2,246 | 0.02% | 0.02% | 55 | +3,432 | 8.17% | Q3 2026 | Oct 08, 2026 |
| Inspire Advisors, LLC | History | No change | 44,481 | 2,246 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVIS R M INC | History | No change | 43,341 | 2,188 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 44,108 | 2,179 | 0.25% | 0.24% | 57 | +2,000 | 4.75% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 42,892 | 2,166 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 42,801 | 2,161 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 41,856 | 2,113 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 40,993 | 2,070 | 0.41% | 0.41% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PAX Financial Group, LLC | History | No change | 40,249 | 2,032 | 0.3% | 0.3% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 37,800 | 1,867 | 0.41% | 0.54% | 63 | -12,200 | -24.4% | Q3 2026 | Oct 09, 2026 |
| RFG Advisory, LLC | History | No change | 36,522 | 1,844 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 35,514 | 1,793 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LifeWealth Investments, LLC | History | No change | 35,056 | 1,770 | 0.47% | 0.47% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IAM Advisory, LLC | History | No change | 34,770 | 1,755 | 0.34% | 0.34% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockport Wealth LLC | History | No change | 34,470 | 1,740 | 0.29% | 0.29% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 34,165 | 1,725 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | No change | 33,956 | 1,714 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33,895 | 1,711 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 32,712 | 1,651 | 1.31% | 1.31% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 31,610 | 1,596 | 0.59% | 0.59% | 73 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HB Wealth Management, LLC | History | No change | 30,217 | 1,525 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,333 | 1,481 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 29,336 | 1,481 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 27,740 | 1,400 | 0.25% | 0.25% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 27,547 | 1,391 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 27,238 | 1,375 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 27,238 | 1,375 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 26,920 | 1,359 | 0.7% | 0.7% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 26,707 | 1,348 | 0.43% | 0.43% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 26,671 | 1,346 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewSquare Capital LLC | History | No change | 25,786 | 1,302 | 0.1% | 0.1% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 25,705 | 1,298 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 24,767 | 1,250 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 23,650 | 1,194 | 0.55% | 0.55% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 23,589 | 1,191 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 23,419 | 1,157 | 0.07% | 0.06% | 89 | +4,349 | 22.81% | Q3 2026 | Oct 08, 2026 |
| MBL Wealth, LLC | History | No change | 21,662 | 1,093 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 20,898 | 1,055 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 20,912 | 1,049 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Added to | 20,925 | 1,032 | 0.01% | 0.01% | 93 | +9,256 | 79.32% | Q3 2026 | Oct 08, 2026 |
| BCGM Wealth Management, LLC | History | No change | 20,231 | 1,021 | 0.22% | 0.22% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,028 | 1,011 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,366 | 977 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,644 | 941 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,477 | 933 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SFG Wealth Management, LLC. | History | No change | 18,397 | 929 | 0.33% | 0.33% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Skyline Advisors, Inc. | History | No change | 18,030 | 910 | 0.29% | 0.29% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oak Wealth Advisors LLC | History | No change | 17,811 | 899 | 0.43% | 0.43% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 17,726 | 895 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 17,574 | 887 | 0.51% | 0.51% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 17,271 | 872 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,146 | 865 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 16,944 | 855 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Golden State Wealth Management, LLC | History | No change | 16,001 | 808 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 15,850 | 800 | 0.46% | 0.46% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial Consulting LLC | History | No change | 15,808 | 798 | 0.54% | 0.54% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kooman & Associates | History | No change | 14,936 | 754 | 0.2% | 0.2% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 14,853 | 750 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 14,188 | 716 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIERRA OCEAN, LLC | History | No change | 13,984 | 706 | 0.49% | 0.49% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | No change | 13,918 | 702 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,861 | 699 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,249 | 669 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 13,184 | 665 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,725 | 643 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 12,464 | 629 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 12,356 | 623 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 12,324 | 622 | 0.67% | 0.67% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XP Advisory US, Inc. | History | No change | 11,977 | 604 | 0.33% | 0.33% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 11,818 | 596 | 0.18% | 0.18% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 11,645 | 588 | 0.27% | 0.27% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | No change | 11,347 | 573 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 11,333 | 572 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 10,962 | 553 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,881 | 549 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | No change | 10,447 | 527 | 0.19% | 0.19% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rodgers & Associates, LTD | History | No change | 10,434 | 526 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advyzon Investment Management, LLC | History | No change | 10,116 | 510 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,031 | 506 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,994 | 504 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,868 | 498 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 9,610 | 485 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,495 | 479 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SWMG, LLC | History | No change | 9,364 | 471 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EQUITABLE TRUST CO | History | No change | 9,291 | 469 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jeter Robert S II | History | No change | 9,293 | 468 | 0.45% | 0.45% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avestar Capital, LLC | History | No change | 9,123 | 460 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,107 | 459 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,926 | 450 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WBH ADVISORY INC | History | No change | 8,552 | 431 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,547 | 431 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 8,500 | 429 | 0.25% | 0.25% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,000 | 404 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Essex Bank | History | No change | 7,928 | 400 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,893 | 398 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mills Wealth Advisors LLC | History | No change | 7,732 | 390 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Whipplewood Advisors, LLC | History | No change | 7,627 | 385 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 7,508 | 379 | 0.23% | 0.23% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 6,976 | 352 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Point Advisors Inc. | History | No change | 6,908 | 348 | 0.31% | 0.31% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 6,879 | 347 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEOPLES BANK /OH | History | No change | 6,666 | 336 | 0.17% | 0.17% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,600 | 333 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 6,399 | 323 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,279 | 317 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Private Wealth Group, LLC | History | No change | 6,033 | 304 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NOVEM GROUP | History | No change | 6,024 | 304 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nuveen, LLC | History | No change | 5,895 | 297 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 5,821 | 293 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 5,813 | 293 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 5,677 | 286 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 5,600 | 282 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 5,377 | 271 | 0.12% | 0.12% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Objective Capital Management, LLC | History | No change | 5,246 | 264 | 0.23% | 0.23% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,100 | 257 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,779 | 241 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,620 | 233 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,604 | 232 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,530 | 228 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,532 | 228 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Asset Management, LLC | History | No change | 4,600 | 227 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Carolina Wealth Management Inc | History | No change | 4,506 | 227 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 4,440 | 224 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 4,363 | 220 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,270 | 215 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 4,200 | 212 | 0.12% | 0.12% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gradient Investments LLC | History | Reduced | 4,290 | 211 | 0.0% | 0.0% | 180 | -1,739 | -28.84% | Q3 2026 | Oct 08, 2026 |
| PFG Advisors | History | No change | 4,077 | 205 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,510 | 177 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,832 | 143 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Trust, Inc. | History | No change | 2,511 | 126 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | No change | 2,452 | 124 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 2,362 | 119 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 2,368 | 119 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 1,521 | 76 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,430 | 72 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,008 | 50 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 989 | 49 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Napier Financial, LLC | History | No change | 790 | 39 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 701 | 35 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 708 | 35 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 710 | 35 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allianz Asset Management GmbH | History | No change | 268 | 13 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 237 | 11 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 124 | 6 | 0.0% | 0.0% | 199 | +9 | 7.83% | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 102 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |