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 | Added to | 3,289,525 | 165,956 | 0.01% | 0.01% | 1 | +366,799 | 12.55% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,158,451 | 58,443 | 0.1% | 0.1% | 2 | +110,605 | 10.56% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,156,634 | 58,352 | 0.0% | 0.0% | 3 | +64,878 | 5.94% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 1,056,265 | 53,288 | 4.38% | 4.58% | 4 | -7,552 | -0.71% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 796,197 | 40,168 | 0.11% | 0.1% | 5 | +85,033 | 11.96% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 639,743 | 32,275 | 0.03% | 0.04% | 6 | -55,882 | -8.03% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 636,240 | 32,072 | 0.0% | 0.0% | 7 | -191,180 | -23.11% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 548,897 | 27,691 | 0.01% | 0.01% | 8 | +44,367 | 8.79% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 497,057 | 25,066 | 0.05% | 0.05% | 9 | -227,330 | -31.38% | Q1 2026 | Apr 08, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 418,529 | 21,114 | 7.51% | 7.69% | 10 | +14,436 | 3.57% | Q1 2026 | Apr 21, 2026 |
| TD Capital Management LLC | History | Added to | 402,850 | 20,323 | 1.83% | 1.71% | 11 | +19,897 | 5.2% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 389,976 | 19,674 | 0.03% | 0.02% | 12 | +73,051 | 23.05% | Q1 2026 | May 15, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 362,278 | 18,276 | 28.07% | 13.26% | 13 | -124,606 | -25.59% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 318,044 | 16,045 | 0.0% | 0.0% | 14 | +18,424 | 6.15% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 277,439 | 13,996 | 0.0% | 0.0% | 15 | +12,465 | 4.7% | Q1 2026 | May 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 268,422 | 13,541 | 1.13% | 1.06% | 16 | +7,708 | 2.96% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 266,548 | 13,447 | 0.25% | 0.43% | 17 | -206,349 | -43.64% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 176,862 | 8,922 | 0.01% | 0.01% | 18 | +26,842 | 17.89% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 173,810 | 8,768 | 0.34% | 0.43% | 19 | +96,444 | 124.66% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 168,800 | 8,533 | 0.33% | 0.3% | 20 | +23,429 | 16.12% | Q1 2026 | Apr 24, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 161,103 | 8,127 | 1.17% | 1.0% | 21 | +22,917 | 16.58% | Q1 2026 | Apr 27, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 160,943 | 8,119 | 2.32% | 2.23% | 22 | +8,605 | 5.65% | Q1 2026 | Apr 15, 2026 |
| Vise Technologies, Inc. | History | No change | 147,634 | 7,445 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 133,748 | 6,747 | 0.18% | 0.18% | 24 | -3,972 | -2.88% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 132,807 | 6,700 | 0.05% | 0.02% | 25 | +106,156 | 398.32% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 132,745 | 6,697 | 0.03% | 0.03% | 26 | +10,411 | 8.51% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 130,741 | 6,595 | 0.28% | — | 27 | +130,741 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 113,164 | 5,709 | 0.0% | 0.0% | 28 | +19,386 | 20.67% | Q1 2026 | May 04, 2026 |
| Crumly & Associates Inc. | History | Added to | 105,091 | 5,301 | 1.11% | 0.96% | 29 | +14,231 | 15.66% | Q1 2026 | Apr 02, 2026 |
| MAI Capital Management | History | Added to | 98,816 | 4,985 | 0.03% | 0.03% | 30 | +2,038 | 2.11% | Q1 2026 | May 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 94,839 | 4,784 | 2.36% | 2.43% | 31 | -2,268 | -2.34% | Q1 2026 | Apr 30, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 83,485 | 4,211 | 1.54% | 1.55% | 32 | -2,956 | -3.42% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 79,635 | 4,017 | 0.92% | 0.86% | 33 | +8,176 | 11.44% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 66,564 | 3,358 | 0.0% | — | 34 | +66,564 | New | Q1 2026 | May 15, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 65,834 | 3,321 | 0.8% | 0.53% | 35 | +22,038 | 50.32% | Q1 2026 | May 05, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 61,186 | 3,086 | 0.6% | 0.63% | 36 | -170 | -0.28% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,058 | 2,929 | 0.0% | 0.0% | 37 | +2,047 | 3.65% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | New | 57,953 | 2,923 | 0.0% | — | 38 | +57,953 | New | Q1 2026 | May 05, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 57,687 | 2,910 | 0.21% | 0.17% | 39 | +9,360 | 19.37% | Q1 2026 | Apr 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 56,963 | 2,878 | 0.2% | 0.22% | 40 | -2,190 | -3.7% | Q1 2026 | Apr 29, 2026 |
| Certified Advisory Corp | History | Added to | 55,105 | 2,780 | 0.25% | 0.23% | 41 | +4,470 | 8.83% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 53,416 | 2,694 | 0.03% | 0.02% | 42 | +31,154 | 139.94% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 52,833 | 2,665 | 0.0% | 0.0% | 43 | -12,208 | -18.77% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 52,240 | 2,635 | 0.4% | 0.52% | 44 | -12,650 | -19.49% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 51,180 | 2,582 | 0.03% | — | 45 | +51,180 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 49,716 | 2,505 | 0.0% | 0.0% | 46 | +21,803 | 78.11% | Q1 2026 | May 15, 2026 |
| AIFG Consultants Ltd. | History | No change | 49,332 | 2,487 | 4.27% | 4.27% | 47 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 48,706 | 2,457 | 0.0% | 0.0% | 48 | -5,391 | -9.97% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 47,925 | 2,417 | 0.03% | 0.02% | 49 | +13,860 | 40.69% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 46,438 | 2,342 | 0.02% | 0.02% | 50 | -1,625 | -3.38% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 44,660 | 2,253 | 0.01% | 0.01% | 51 | +3,370 | 8.16% | Q1 2026 | Apr 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 41,508 | 2,094 | 0.26% | 0.26% | 52 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PAX Financial Group, LLC | History | Added to | 40,111 | 2,023 | 0.35% | 0.35% | 53 | +83 | 0.21% | Q1 2026 | Apr 27, 2026 |
| DAVIS R M INC | History | Added to | 40,051 | 2,020 | 0.04% | 0.03% | 54 | +720 | 1.83% | Q1 2026 | May 13, 2026 |
| Stokes Capital Advisors, LLC | History | New | 40,000 | 2,018 | 0.45% | — | 55 | +40,000 | New | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 39,349 | 1,985 | 0.0% | 0.0% | 56 | -2,560 | -6.11% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 38,519 | 1,943 | 0.16% | 0.17% | 57 | +1,827 | 4.98% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 38,223 | 1,927 | 0.01% | 0.01% | 58 | +1,070 | 2.88% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 36,820 | 1,857 | 0.03% | 0.04% | 59 | -1,601 | -4.17% | Q1 2026 | May 11, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 35,954 | 1,813 | 0.14% | 0.14% | 60 | +3,195 | 9.75% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,628 | 1,797 | 0.06% | 0.05% | 61 | +3,627 | 11.33% | Q1 2026 | Apr 08, 2026 |
| LifeWealth Investments, LLC | History | No change | 35,056 | 1,768 | 0.53% | 0.56% | 62 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,557 | 1,740 | 0.02% | 0.01% | 63 | +10,883 | 45.97% | Q1 2026 | Apr 07, 2026 |
| IAM Advisory, LLC | History | Added to | 34,481 | 1,739 | 0.39% | 0.38% | 64 | +862 | 2.56% | Q1 2026 | Apr 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 33,097 | 1,669 | 0.96% | 1.04% | 65 | -3,000 | -8.31% | Q1 2026 | Apr 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 31,970 | 1,612 | 0.37% | 0.36% | 66 | +400 | 1.27% | Q1 2026 | Apr 15, 2026 |
| Lakeridge Wealth Management LLC | History | New | 31,610 | 1,594 | 0.69% | — | 69 | +31,610 | New | Q1 2026 | Apr 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 31,601 | 1,594 | 0.04% | 0.06% | 68 | +6,993 | 28.42% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 31,600 | 1,594 | 0.02% | 0.02% | 67 | +6,992 | 28.41% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 29,746 | 1,500 | 0.21% | 0.34% | 70 | -18,105 | -37.84% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | New | 28,695 | 1,448 | 0.0% | — | 71 | +28,695 | New | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,074 | 1,416 | 0.0% | 0.0% | 72 | +922 | 3.4% | Q1 2026 | May 05, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 26,707 | 1,347 | 0.57% | 0.54% | 73 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 26,583 | 1,341 | 0.15% | 0.17% | 74 | -3,241 | -10.87% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,259 | 1,324 | 0.0% | 0.0% | 75 | -5,881 | -18.3% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 25,951 | 1,309 | 0.0% | 0.0% | 76 | -4,075 | -13.57% | Q1 2026 | May 07, 2026 |
| NewSquare Capital LLC | History | Added to | 25,237 | 1,273 | 0.11% | 0.11% | 77 | +1,000 | 4.13% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,349 | 1,228 | 0.0% | 0.0% | 78 | +3,909 | 19.12% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 24,207 | 1,221 | 0.01% | 0.02% | 79 | -6,976 | -22.37% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 24,186 | 1,220 | 0.0% | 0.0% | 80 | +2,732 | 12.73% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 23,984 | 1,209 | 0.04% | — | 81 | +23,984 | New | Q1 2026 | May 13, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 23,291 | 1,175 | 0.59% | 0.59% | 82 | +104 | 0.45% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,174 | 1,169 | 0.0% | 0.0% | 83 | -217 | -0.93% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,522 | 1,136 | 0.0% | 0.0% | 84 | -42,630 | -65.43% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,533 | 1,136 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 22,248 | 1,122 | 0.28% | 0.29% | 86 | -211 | -0.94% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,196 | 1,120 | 0.04% | — | 87 | +22,196 | New | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 22,122 | 1,116 | 0.15% | 0.14% | 88 | +1,099 | 5.23% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Added to | 22,067 | 1,113 | 0.02% | 0.02% | 89 | +5,754 | 35.27% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 21,762 | 1,097 | 0.08% | 0.09% | 90 | -810 | -3.59% | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 21,145 | 1,066 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 21,020 | 1,060 | 0.01% | 0.01% | 92 | +779 | 3.85% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,962 | 1,057 | 0.0% | 0.0% | 93 | +1,359 | 6.93% | Q1 2026 | Apr 30, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 20,775 | 1,048 | 0.94% | 0.42% | 94 | +11,686 | 128.57% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,285 | 922 | 0.07% | 0.05% | 95 | +6,316 | 52.77% | Q1 2026 | Apr 30, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 18,125 | 914 | 0.32% | 0.37% | 96 | -3,965 | -17.95% | Q1 2026 | Apr 20, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 17,795 | 897 | 0.49% | 0.45% | 97 | +2,173 | 13.91% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Added to | 17,146 | 865 | 0.0% | 0.0% | 98 | +8,865 | 107.05% | Q1 2026 | May 11, 2026 |
| Rockport Wealth LLC | History | Reduced | 16,823 | 848 | 0.15% | 0.19% | 99 | -2,568 | -13.24% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 16,769 | 845 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 16,715 | 843 | 0.54% | 0.51% | 101 | +1,583 | 10.46% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,649 | 789 | 0.0% | 0.0% | 102 | -13,362 | -46.06% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 15,608 | 787 | 0.09% | 0.08% | 103 | +17 | 0.11% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,533 | 783 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Financial Consulting LLC | History | Added to | 15,252 | 769 | 0.55% | 0.53% | 105 | +656 | 4.49% | Q1 2026 | Apr 10, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 14,740 | 743 | 0.13% | — | 106 | +14,740 | New | Q1 2026 | Apr 28, 2026 |
| Kooman & Associates | History | Added to | 14,713 | 742 | 0.22% | 0.21% | 107 | +522 | 3.68% | Q1 2026 | Apr 21, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 14,136 | 713 | 0.59% | 0.59% | 108 | -71 | -0.5% | Q1 2026 | Apr 27, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 14,148 | 713 | 0.24% | 0.36% | 109 | +39 | 0.28% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,875 | 700 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 13,184 | 665 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,912 | 651 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,868 | 649 | 0.0% | — | 113 | +12,868 | New | Q1 2026 | May 01, 2026 |
| LongView Wealth Management | History | Reduced | 12,154 | 613 | 0.15% | 0.39% | 114 | -20,000 | -62.2% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,968 | 603 | 0.03% | 0.03% | 115 | -4 | -0.03% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,706 | 591 | 0.0% | — | 116 | +11,706 | New | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,652 | 587 | 0.01% | 0.02% | 117 | -643 | -5.23% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 11,635 | 586 | 0.03% | 0.03% | 119 | +599 | 5.43% | Q1 2026 | Apr 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,632 | 586 | 0.01% | 0.01% | 118 | -15 | -0.13% | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | New | 11,601 | 585 | 0.0% | — | 120 | +11,601 | New | Q1 2026 | May 12, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 11,421 | 576 | 0.37% | 1.82% | 121 | -44,966 | -79.75% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 82,053 | 572 | 0.03% | 0.02% | 122 | -3,744 | -4.36% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Added to | 11,194 | 564 | 0.06% | 0.05% | 123 | +707 | 6.74% | Q1 2026 | May 04, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 10,918 | 550 | 0.42% | 0.46% | 124 | +75 | 0.69% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 10,884 | 549 | 0.06% | 0.06% | 125 | +75 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,861 | 547 | 0.05% | 0.06% | 126 | +167 | 1.56% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Reduced | 10,347 | 522 | 0.01% | 0.01% | 127 | -298 | -2.8% | Q1 2026 | Apr 20, 2026 |
| SWMG, LLC | History | Added to | 10,327 | 521 | 0.15% | 0.08% | 128 | +4,420 | 74.83% | Q1 2026 | Apr 24, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 9,873 | 498 | 0.25% | 0.19% | 129 | +2,799 | 39.57% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,854 | 496 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 9,610 | 484 | 0.21% | 0.21% | 131 | +137 | 1.45% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,495 | 479 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jeter Robert S II | History | New | 9,419 | 474 | 0.47% | — | 133 | +9,419 | New | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | New | 9,123 | 460 | 0.03% | — | 134 | +9,123 | New | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | No change | 8,552 | 430 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,000 | 403 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,945 | 400 | 0.0% | 0.0% | 137 | -93 | -1.16% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,678 | 387 | 0.01% | 0.01% | 138 | +844 | 12.35% | Q1 2026 | Apr 23, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 7,565 | 381 | 0.2% | 0.24% | 139 | +132 | 1.78% | Q1 2026 | Apr 30, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 7,455 | 375 | 0.42% | 0.46% | 140 | -1,944 | -20.68% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 7,434 | 375 | 0.07% | 0.06% | 141 | -599 | -7.46% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 6,965 | 351 | 0.0% | 0.0% | 142 | +35 | 0.51% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | New | 6,909 | 348 | 0.04% | — | 143 | +6,909 | New | Q1 2026 | Apr 29, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 6,887 | 347 | 0.27% | 0.29% | 144 | -572 | -7.67% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,600 | 333 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 6,426 | 324 | 0.21% | 0.23% | 146 | -1,058 | -14.14% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | New | 6,300 | 317 | 0.02% | — | 147 | +6,300 | New | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 6,268 | 316 | 0.02% | 0.02% | 148 | -1,301 | -17.19% | Q1 2026 | May 05, 2026 |
| NOVEM GROUP | History | Added to | 6,153 | 310 | 0.04% | 0.04% | 149 | +28 | 0.46% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,082 | 306 | 0.0% | 0.0% | 150 | -284 | -4.46% | Q1 2026 | Apr 15, 2026 |
| Essex Bank | History | No change | 5,950 | 300 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gradient Investments LLC | History | Reduced | 5,801 | 292 | 0.0% | 0.01% | 152 | -2,849 | -32.94% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,697 | 287 | 0.0% | 0.0% | 153 | -1,517 | -21.03% | Q1 2026 | May 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 5,651 | 285 | 0.01% | 0.01% | 154 | -27 | -0.48% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,635 | 284 | 0.0% | 0.0% | 155 | -2,394 | -29.82% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Group, LLC | History | Added to | 5,588 | 281 | 0.13% | 0.13% | 156 | +91 | 1.66% | Q1 2026 | Apr 23, 2026 |
| Horizon Family Wealth, Inc. | History | New | 5,339 | 269 | 0.14% | — | 157 | +5,339 | New | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,241 | 264 | 0.0% | 0.0% | 159 | +99 | 1.93% | Q1 2026 | Apr 29, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,246 | 264 | 0.27% | 0.27% | 158 | +23 | 0.44% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,200 | 262 | 0.0% | 0.0% | 160 | +2,600 | 100.0% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 5,187 | 261 | 0.01% | — | 161 | +5,187 | New | Q1 2026 | Apr 29, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,100 | 257 | 0.04% | 0.05% | 162 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 4,937 | 249 | 0.05% | 0.05% | 163 | -267 | -5.13% | Q1 2026 | May 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 4,913 | 247 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,019 | 243 | 0.06% | — | 166 | +5,019 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,830 | 243 | 0.01% | 0.0% | 165 | +1,950 | 67.71% | Q1 2026 | May 04, 2026 |
| Worth Asset Management, LLC | History | New | 4,800 | 242 | 0.09% | — | 167 | +4,800 | New | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,770 | 240 | 0.0% | 0.0% | 168 | +8 | 0.17% | Q1 2026 | Apr 20, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 4,746 | 239 | 0.08% | 0.05% | 169 | +2,046 | 75.78% | Q1 2026 | Apr 17, 2026 |
| Archford Capital Strategies, LLC | History | New | 4,571 | 230 | 0.03% | — | 171 | +4,571 | New | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,576 | 230 | 0.0% | 0.01% | 170 | -1,092 | -19.27% | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,514 | 227 | 0.04% | 0.04% | 172 | +18 | 0.4% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | New | 4,440 | 223 | 0.05% | — | 173 | +4,440 | New | Q1 2026 | May 11, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 4,200 | 211 | 0.14% | 0.15% | 174 | -300 | -6.67% | Q1 2026 | Apr 24, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 4,170 | 210 | 0.12% | 0.18% | 175 | -3,425 | -45.1% | Q1 2026 | Apr 14, 2026 |
| PEOPLES BANK /OH | History | New | 4,001 | 201 | 0.12% | — | 176 | +4,001 | New | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,467 | 175 | 0.01% | 0.01% | 177 | +24 | 0.7% | Q1 2026 | May 18, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 3,449 | 173 | 0.0% | 0.0% | 178 | +1,019 | 41.93% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 3,289 | 165 | 0.0% | 0.0% | 179 | +1,688 | 105.43% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 2,863 | 144 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,511 | 126 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 2,357 | 118 | 0.0% | 0.0% | 182 | +1,843 | 358.56% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | New | 2,110 | 106 | 0.04% | — | 183 | +2,110 | New | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | New | 1,537 | 78 | 0.0% | — | 184 | +1,537 | New | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 989 | 49 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 810 | 40 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 784 | 39 | 0.01% | — | 187 | +784 | New | Q1 2026 | May 05, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 705 | 35 | 0.03% | 0.03% | 190 | +5 | 0.71% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 696 | 35 | 0.0% | 0.0% | 188 | +4 | 0.58% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 708 | 35 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allianz Asset Management GmbH | History | No change | 271 | 13 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 237 | 11 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 115 | 5 | 0.0% | 0.0% | 195 | +10 | 9.52% | Q1 2026 | Apr 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -172,025 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -29,419 | -100.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,505 | -100.0% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -14,193 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Boulder Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -9,492 | -100.0% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,922 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mattson Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,030 | -100.0% | Q1 2026 | May 11, 2026 |
| VCI Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,978 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,752 | -100.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -990 | -100.0% | Q1 2026 | Apr 27, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -891 | -100.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -560 | -100.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |