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Pimco Dynamic Income Opport (PDO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares610,717 from 649,618
Change-38,901 (-6%)
Value$7.2M (-$1.3M)
Filed 2026-11-02
Integrity Wealth Partners, LLC
NEW
Shares292,599
Change+292,599
Value$3.5M
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares250,949 from 357,226
Change-106,277 (-30%)
Value$3.0M (-$1.7M)
Filed 2026-11-05
Venture Visionary Partners LLC
INCREASED
Shares245,399 from 187,532
Change+57,867 (+31%)
Value$2.9M (+$431.3K)
Filed 2026-10-07
Shaker Financial Services, LLC
INCREASED
Shares198,795 from 85,176
Change+113,619 (+133%)
Value$2.4M (+$1.2M)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares186,516 from 190,567
Change-4,051 (-2%)
Value$2.2M (-$307.2K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares174,270 from 179,552
Change-5,282 (-3%)
Value$2.1M (-$284.6K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares172,394 from 184,763
Change-12,369 (-7%)
Value$2.0K (-$2.4M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares139,585 from 94,942
Change+44,643 (+47%)
Value$1.7M (+$400.3K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares122,268 from 125,668
Change-3,400 (-3%)
Value$1.5M (-$211.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares120,735 from 279,246
Change-158,511 (-57%)
Value$1.4M (-$2.3M)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares115,188 from 110,368
Change+4,820 (+4%)
Value$1.4K (-$1.5M)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares101,431 from 96,752
Change+4,679 (+5%)
Value$1.2M (-$76.1K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares89,775 from 99,525
Change-9,750 (-10%)
Value$1.1M (-$251.0K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
NEW
Shares81,158
Change+81,158
Value$962.5K
Filed 2026-11-05
Americana Partners, LLC
UNCHANGED
Shares79,317 from 79,317
Change0 (0%)
Value$940.7K (-$107.9K)
Filed 2026-10-28
Gridiron Partners, LLC
INCREASED
Shares78,459 from 15,000
Change+63,459 (+423%)
Value$930.5K (+$732.2K)
Filed 2026-10-08
NWF Advisory Services Inc.
INCREASED
Shares52,908 from 20,683
Change+32,225 (+156%)
Value$627.5K (+$354.1K)
Filed 2026-10-19
RFG Advisory, LLC
UNCHANGED
Shares52,833 from 52,833
Change0 (0%)
Value$626.6K (-$71.9K)
Filed 2026-11-03
Carolina Wealth Management Inc
NEW
Shares49,339
Change+49,339
Value$585.2K
Filed 2026-10-29
Meadowbrook Wealth Management, LLC
DECREASED
Shares37,020 from 43,270
Change-6,250 (-14%)
Value$439.1K (-$134.7K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares32,587 from 34,791
Change-2,204 (-6%)
Value$386.5K (-$73.5K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares32,082 from 27,988
Change+4,094 (+15%)
Value$380.5K (+$10.5K)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares31,500 from 31,500
Change0 (0%)
Value$373.6K (-$42.8K)
Filed 2026-11-05
PUREfi Wealth, LLC
NEW
Shares30,596
Change+30,596
Value$362.9K
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares28,389 from 21,430
Change+6,959 (+32%)
Value$336.7K (+$53.4K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
DECREASED
Shares27,063 from 49,512
Change-22,449 (-45%)
Value$321.0K (-$333.6K)
Filed 2026-10-23
Crumly & Associates Inc.
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$320.2K (-$36.7K)
Filed 2026-10-07
Accredited Investors Inc.
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$296.5K (-$34.0K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares21,374 from 22,987
Change-1,613 (-7%)
Value$253.5K (-$50.4K)
Filed 2026-10-28
VestGen Advisors, LLC
INCREASED
Shares19,926 from 19,823
Change+103 (+1%)
Value$236.3K (-$25.7K)
Filed 2026-10-27
Sovran Advisors, LLC
INCREASED
Shares18,465 from 14,370
Change+4,095 (+29%)
Value$219.0K (+$33.6K)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED
Shares18,285 from 19,275
Change-990 (-5%)
Value$216.9K (-$38.0K)
Filed 2026-11-05
Traynor Capital Management, Inc.
DECREASED
Shares16,677 from 18,197
Change-1,520 (-8%)
Value$197.8K (-$42.8K)
Filed 2026-10-29
Essential Investment Partners LLC
DECREASED
Shares16,275 from 18,500
Change-2,225 (-12%)
Value$193.0K (-$51.5K)
Filed 2026-10-27
Courier Capital LLC
UNCHANGED
Shares16,269 from 16,269
Change0 (0%)
Value$193.0K (-$22.1K)
Filed 2026-10-19
Noble Wealth Management PBC
INCREASED
Shares14,991 from 10,979
Change+4,012 (+37%)
Value$177.8K (+$32.7K)
Filed 2026-10-01
Perigon Wealth Management, LLC
DECREASED
Shares13,930 from 14,004
Change-74 (-1%)
Value$165.2K (-$19.9K)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares13,676 from 19,350
Change-5,674 (-29%)
Value$163.9K (-$94.1K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares13,093 from 13,167
Change-74 (-1%)
Value$155.3K (-$18.8K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares11,507
Change+11,507
Value$136.5K
Filed 2026-10-13
Clearview Wealth Management LLC
UNCHANGED
Shares10,813 from 10,813
Change0 (0%)
Value$128.5K (-$14.5K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares10,759 from 10,746
Change+13 (+0%)
Value$127.6K (-$14.5K)
Filed 2026-10-16
Burney Co/
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$125.7K (-$14.4K)
Filed 2026-10-15
Keyes, Stange & Wooten Wealth Management, LLC
NEW
Shares10,551
Change+10,551
Value$125.1K
Filed 2026-11-03
Ballew Advisors, Inc
INCREASED
Shares10,533 from 10,090
Change+443 (+4%)
Value$127.6K (-$6.1K)
Filed 2026-10-05
HUB Investment Partners, LLC
UNCHANGED
Shares10,205 from 10,205
Change0 (0%)
Value$121.0K (-$13.9K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
UNCHANGED
Shares10,176 from 10,176
Change0 (0%)
Value$120.7K (-$13.8K)
Filed 2026-10-13
McAlister, Sweet & Associates, Inc.
INCREASED
Shares10,051 from 10,031
Change+20 (+0%)
Value$119.2K (-$13.4K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
INCREASED
Shares7,072 from 7,000
Change+72 (+1%)
Value$83.9K (-$8.7K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$65.2K (-$7.5K)
Filed 2026-10-16
Activest Wealth Management
UNCHANGED
Shares4,945 from 4,945
Change0 (0%)
Value$58.7K (-$6.7K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares3,900 from 8,500
Change-4,600 (-54%)
Value$46.2K (-$66.4K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares3,800 from 2,600
Change+1,200 (+46%)
Value$45.1K (+$10.7K)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$44.5K (-$5.1K)
Filed 2026-10-16
Bank of New Hampshire
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$44.2K (-$5.1K)
Filed 2026-10-06
Markowski Investments
NEW
Shares3,656
Change+3,656
Value$43.4K
Filed 2026-10-30
Financial Management Professionals, Inc.
INCREASED
Shares2,099 from 2,038
Change+61 (+3%)
Value$25.2K (-$2.0K)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares1,932 from 1,932
Change0 (0%)
Value$22.9K (-$2.6K)
Filed 2026-11-05
United Community Bank
NEW
Shares1,763
Change+1,763
Value$20.9K
Filed 2026-10-28
FNY Investment Advisers, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$18 (-$3)
Filed 2026-10-16
Avion Wealth
NEW
Shares800
Change+800
Value$9
Filed 2026-11-04
Toth Financial Advisory Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$4.7K (-$544)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$3.1K (-$354)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares200 from 5,733
Change-5,533 (-97%)
Value$2.4K (-$73.4K)
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.4K (-$272)
Filed 2026-10-19
Valley National Advisers Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$890 (-$102)
Filed 2026-10-23
Aspect Partners, LLC
DECREASED
Shares14 from 1,307
Change-1,293 (-99%)
Value$168 (-$17.1K)
Filed 2026-10-20
Anchor Capital Management Group Inc
CLOSED
Shares0 from 84,500
Change-84,500 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
AlphaCore Capital LLC
CLOSED
Shares0 from 50,839
Change-50,839 (-100%)
Value$0 (-$678.6K)
Filed 2026-11-04
Mcdonald Partners LLC
CLOSED
Shares0 from 46,000
Change-46,000 (-100%)
Value$0 (-$608.1K)
Filed 2026-11-03
Creative Planning
CLOSED
Shares0 from 19,597
Change-19,597 (-100%)
Value$0 (-$259.1K)
Filed 2026-11-02
Buska Wealth Management, LLC
CLOSED
Shares0 from 13,733
Change-13,733 (-100%)
Value$0 (-$181.5K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 12,170
Change-12,170 (-100%)
Value$0 (-$160.9K)
Filed 2026-10-23
Sigma Planning Corp
CLOSED
Shares0 from 10,680
Change-10,680 (-100%)
Value$0 (-$141.2K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 5,177,726
Change-5,177,726 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,641,299
Change-3,641,299 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,453,583
Change-2,453,583 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,242,251
Change-2,242,251 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,734,470
Change-1,734,470 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,287,083
Change-1,287,083 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,025,116
Change-1,025,116 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 842,290
Change-842,290 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 840,308
Change-840,308 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 783,312
Change-783,312 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 653,870
Change-653,870 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 575,315
Change-575,315 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 457,620
Change-457,620 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 373,292
Change-373,292 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 363,117
Change-363,117 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 281,827
Change-281,827 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 278,910
Change-278,910 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 278,158
Change-278,158 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 224,130
Change-224,130 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 163,917
Change-163,917 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 151,164
Change-151,164 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 110,468
Change-110,468 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 97,171
Change-97,171 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 93,184
Change-93,184 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 86,308
Change-86,308 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 77,789
Change-77,789 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 74,341
Change-74,341 (-100%)
Value—
&partners
N/A
Shares— from 73,472
Change-73,472 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 69,240
Change-69,240 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 66,751
Change-66,751 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 62,742
Change-62,742 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 58,739
Change-58,739 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 52,693
Change-52,693 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 43,080
Change-43,080 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 41,526
Change-41,526 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 35,541
Change-35,541 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 35,501
Change-35,501 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,957
Change-31,957 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 31,420
Change-31,420 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 30,726
Change-30,726 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,782
Change-29,782 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 27,442
Change-27,442 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 26,947
Change-26,947 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 26,679
Change-26,679 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 24,928
Change-24,928 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,148
Change-21,148 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,316
Change-18,316 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 17,487
Change-17,487 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 16,762
Change-16,762 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 12,942
Change-12,942 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,405
Change-11,405 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,717
Change-10,717 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 10,588
Change-10,588 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 859
Change-859 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 821
Change-821 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 549
Change-549 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
DECREASED610,717649,618-38,901-6%$8.6M$7.2M-$1.3M2026-11-02
Integrity Wealth Partners, LLC
NEW292,599—+292,599——$3.5M—2026-10-14
J.W. Cole Advisors, Inc.
DECREASED250,949357,226-106,277-30%$4.7M$3.0M-$1.7M2026-11-05
Venture Visionary Partners LLC
INCREASED245,399187,532+57,867+31%$2.5M$2.9M+$431.3K2026-10-07
Shaker Financial Services, LLC
INCREASED198,79585,176+113,619+133%$1.1M$2.4M+$1.2M2026-10-14
Capital Investment Advisors, LLC
DECREASED186,516190,567-4,051-2%$2.5M$2.2M-$307.2K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED174,270179,552-5,282-3%$2.4M$2.1M-$284.6K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED172,394184,763-12,369-7%$2.4M$2.0K-$2.4M2026-11-02
Kestra Advisory Services, LLC
INCREASED139,58594,942+44,643+47%$1.3M$1.7M+$400.3K2026-11-02
Independent Financial Group, LLC
DECREASED122,268125,668-3,400-3%$1.7M$1.5M-$211.2K2026-10-13
International Assets Investment Management, LLC
DECREASED120,735279,246-158,511-57%$3.7M$1.4M-$2.3M2026-11-02
Wedbush Securities Inc
INCREASED115,188110,368+4,820+4%$1.5M$1.4K-$1.5M2026-10-22
Triumph Capital Management
INCREASED101,43196,752+4,679+5%$1.3M$1.2M-$76.1K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED89,77599,525-9,750-10%$1.3M$1.1M-$251.0K2026-10-16
Marks Group Wealth Management, Inc
NEW81,158—+81,158——$962.5K—2026-11-05
Americana Partners, LLC
UNCHANGED79,31779,31700%$1.0M$940.7K-$107.9K2026-10-28
Gridiron Partners, LLC
INCREASED78,45915,000+63,459+423%$198.3K$930.5K+$732.2K2026-10-08
NWF Advisory Services Inc.
INCREASED52,90820,683+32,225+156%$273.4K$627.5K+$354.1K2026-10-19
RFG Advisory, LLC
UNCHANGED52,83352,83300%$698.5K$626.6K-$71.9K2026-11-03
Carolina Wealth Management Inc
NEW49,339—+49,339——$585.2K—2026-10-29
Meadowbrook Wealth Management, LLC
DECREASED37,02043,270-6,250-14%$573.8K$439.1K-$134.7K2026-10-08
Fifth Third Bancorp
DECREASED32,58734,791-2,204-6%$459.9K$386.5K-$73.5K2026-11-05
Davenport & Co LLC
INCREASED32,08227,988+4,094+15%$370.0K$380.5K+$10.5K2026-10-14
Central Trust Co
UNCHANGED31,50031,50000%$416.4K$373.6K-$42.8K2026-11-05
PUREfi Wealth, LLC
NEW30,596—+30,596——$362.9K—2026-10-19
Integrity Advisory Solutions, LLC
INCREASED28,38921,430+6,959+32%$283.3K$336.7K+$53.4K2026-10-29
Samalin Investment Counsel, LLC
DECREASED27,06349,512-22,449-45%$654.6K$321.0K-$333.6K2026-10-23
Crumly & Associates Inc.
UNCHANGED27,00027,00000%$356.9K$320.2K-$36.7K2026-10-07
Accredited Investors Inc.
UNCHANGED25,00025,00000%$330.5K$296.5K-$34.0K2026-11-03
D.A. Davidson & Co.
DECREASED21,37422,987-1,613-7%$303.9K$253.5K-$50.4K2026-10-28
VestGen Advisors, LLC
INCREASED19,92619,823+103+1%$262.1K$236.3K-$25.7K2026-10-27
Sovran Advisors, LLC
INCREASED18,46514,370+4,095+29%$185.4K$219.0K+$33.6K2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED18,28519,275-990-5%$254.8K$216.9K-$38.0K2026-11-05
Traynor Capital Management, Inc.
DECREASED16,67718,197-1,520-8%$240.6K$197.8K-$42.8K2026-10-29
Essential Investment Partners LLC
DECREASED16,27518,500-2,225-12%$244.6K$193.0K-$51.5K2026-10-27
Courier Capital LLC
UNCHANGED16,26916,26900%$215.1K$193.0K-$22.1K2026-10-19
Noble Wealth Management PBC
INCREASED14,99110,979+4,012+37%$145.1K$177.8K+$32.7K2026-10-01
Perigon Wealth Management, LLC
DECREASED13,93014,004-74-1%$185.1K$165.2K-$19.9K2026-10-22
StoneX Group Inc.
DECREASED13,67619,350-5,674-29%$258.0K$163.9K-$94.1K2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED13,09313,167-74-1%$174.1K$155.3K-$18.8K2026-10-16
B. Riley Wealth Advisors, Inc.
NEW11,507—+11,507——$136.5K—2026-10-13
Clearview Wealth Management LLC
UNCHANGED10,81310,81300%$142.9K$128.5K-$14.5K2026-10-16
Beacon Financial Advisory LLC
INCREASED10,75910,746+13+0%$142.1K$127.6K-$14.5K2026-10-16
Burney Co/
UNCHANGED10,60010,60000%$140.1K$125.7K-$14.4K2026-10-15
Keyes, Stange & Wooten Wealth Management, LLC
NEW10,551—+10,551——$125.1K—2026-11-03
Ballew Advisors, Inc
INCREASED10,53310,090+443+4%$133.7K$127.6K-$6.1K2026-10-05
HUB Investment Partners, LLC
UNCHANGED10,20510,20500%$134.9K$121.0K-$13.9K2026-11-03
Connecticut Wealth Management, LLC
UNCHANGED10,17610,17600%$134.5K$120.7K-$13.8K2026-10-13
McAlister, Sweet & Associates, Inc.
INCREASED10,05110,031+20+0%$132.6K$119.2K-$13.4K2026-10-07
EverSource Wealth Advisors, LLC
INCREASED7,0727,000+72+1%$92.5K$83.9K-$8.7K2026-11-04
IFP Advisors, Inc
UNCHANGED5,5005,50000%$72.7K$65.2K-$7.5K2026-10-16
Activest Wealth Management
UNCHANGED4,9454,94500%$65.4K$58.7K-$6.7K2026-10-15
TD Waterhouse Canada Inc.
DECREASED3,9008,500-4,600-54%$112.6K$46.2K-$66.4K2026-10-16
CoreCap Advisors, LLC
INCREASED3,8002,600+1,200+46%$34.4K$45.1K+$10.7K2026-10-08
Pension & Wealth Management Advisors, Inc.
UNCHANGED3,7503,75000%$49.6K$44.5K-$5.1K2026-10-16
Bank of New Hampshire
UNCHANGED3,7253,72500%$49.2K$44.2K-$5.1K2026-10-06
Markowski Investments
NEW3,656—+3,656——$43.4K—2026-10-30
Financial Management Professionals, Inc.
INCREASED2,0992,038+61+3%$27.2K$25.2K-$2.0K2026-10-23
Larson Financial Group LLC
UNCHANGED1,9321,93200%$25.5K$22.9K-$2.6K2026-11-05
United Community Bank
NEW1,763—+1,763——$20.9K—2026-10-28
FNY Investment Advisers, LLC
UNCHANGED1,6001,60000%$21$18-$32026-10-16
Avion Wealth
NEW800—+800——$9—2026-11-04
Toth Financial Advisory Corp
UNCHANGED40040000%$5.3K$4.7K-$5442026-10-08
Wolff Wiese Magana LLC
UNCHANGED26026000%$3.4K$3.1K-$3542026-10-15
Spire Wealth Management
DECREASED2005,733-5,533-97%$75.8K$2.4K-$73.4K2026-10-30
Highline Wealth Partners LLC
UNCHANGED20020000%$2.6K$2.4K-$2722026-10-19
Valley National Advisers Inc
UNCHANGED757500%$992$890-$1022026-10-23
Aspect Partners, LLC
DECREASED141,307-1,293-99%$17.3K$168-$17.1K2026-10-20
Anchor Capital Management Group Inc
CLOSED084,500-84,500-100%$1.1M$0-$1.1M2026-11-02
AlphaCore Capital LLC
CLOSED050,839-50,839-100%$678.6K$0-$678.6K2026-11-04
Mcdonald Partners LLC
CLOSED046,000-46,000-100%$608.1K$0-$608.1K2026-11-03
Creative Planning
CLOSED019,597-19,597-100%$259.1K$0-$259.1K2026-11-02
Buska Wealth Management, LLC
CLOSED013,733-13,733-100%$181.5K$0-$181.5K2026-10-08
Kingswood Wealth Advisors, LLC
CLOSED012,170-12,170-100%$160.9K$0-$160.9K2026-10-23
Sigma Planning Corp
CLOSED010,680-10,680-100%$141.2K$0-$141.2K2026-10-23
Morgan Stanley
N/A—5,177,726-5,177,726-100%$68.4M———
UBS Group AG
N/A—3,641,299-3,641,299-100%$48.1M———
Royal Bank of Canada
N/A—2,453,583-2,453,583-100%$32.4M———
Wells Fargo & Company
N/A—2,242,251-2,242,251-100%$29.6M———
Cerity Partners LLC
N/A—1,734,470-1,734,470-100%$22.9M———
Cohen & Steers, Inc.
N/A—1,287,083-1,287,083-100%$17.0M———
Invesco Ltd.
N/A—1,025,116-1,025,116-100%$13.6M———
Guggenheim Capital LLC
N/A—842,290-842,290-100%$11.1M———
Bank of America Corp
N/A—840,308-840,308-100%$11.1M———
Cercano Management LLC
N/A—783,312-783,312-100%$10.4M———
Raymond James Financial Inc
N/A—653,870-653,870-100%$8.6M———
HighTower Advisors, LLC
N/A—575,315-575,315-100%$7.6M———
Cetera Investment Advisers
N/A—457,620-457,620-100%$6.0M———
LPL Financial LLC
N/A—373,292-373,292-100%$4.9M———
Leavell Investment Management, Inc.
N/A—363,117-363,117-100%$4.8M———
Private Advisor Group, LLC
N/A—281,827-281,827-100%$3.7M———
Cornerstone Advisory, LLC
N/A—278,910-278,910-100%$3.7M———
Osaic Holdings, Inc.
N/A—278,158-278,158-100%$3.7M———
Element Wealth, LLC
N/A—224,130-224,130-100%$3.0M———
Belpointe Asset Management LLC
N/A—163,917-163,917-100%$2.2M———
Estate Planners Group, LLC
N/A—151,164-151,164-100%$2.0M———
Sanctuary Advisors, LLC
N/A—110,468-110,468-100%$1.5M———
NewEdge Advisors, LLC
N/A—97,171-97,171-100%$1.3M———
Palogic Value Management, L.P.
N/A—93,184-93,184-100%$1.2M———
Envestnet Asset Management Inc
N/A—86,308-86,308-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—77,789-77,789-100%$1.0M———
Susquehanna International Group, LLP
N/A—74,341-74,341-100%$982.8K———
&partners
N/A—73,472-73,472-100%$996.4K———
XTX Topco Ltd
N/A—69,240-69,240-100%$915.4K———
Thomas J. Herzfeld Advisors, Inc.
N/A—66,751-66,751-100%$882.4K———
Goldstone Financial Group, LLC
N/A—62,742-62,742-100%$829.4K———
Jane Street Group, LLC
N/A—58,739-58,739-100%$776.5K———
Bramshill Investments, LLC
N/A—52,693-52,693-100%$696.6K———
HBK Sorce Advisory LLC
N/A—50,000-50,000-100%$650.5K———
Stifel Financial Corp
N/A—43,080-43,080-100%$569.5K———
Maridea Wealth Management LLC
N/A—41,526-41,526-100%$549.0K———
Rockefeller Capital Management L.P.
N/A—35,541-35,541-100%$469.9K———
CreativeOne Wealth, LLC
N/A—35,501-35,501-100%$469.3K———
Two Sigma Securities, LLC
N/A—31,957-31,957-100%$422.5K———
Stratos Wealth Partners, Ltd.
N/A—31,420-31,420-100%$415.4K———
Fund Advisors of America Inc
N/A—30,726-30,726-100%$406.2K———
PFG Investments, LLC
N/A—29,782-29,782-100%$393.7K———
MorganRosel Wealth Management, LLC
N/A—27,442-27,442-100%$362.8K———
Brookwood Investment Group LLC
N/A—26,947-26,947-100%$356.2K———
Jaffetilchin Investment Partners, LLC
N/A—26,679-26,679-100%$352.7K———
First Foundation Advisors
N/A—24,928-24,928-100%$329.5K———
AE Wealth Management LLC
N/A—21,148-21,148-100%$279.6K———
MML Investors Services, LLC
N/A—18,316-18,316-100%$242.1K———
World Investment Advisors
N/A—17,487-17,487-100%$227.0K———
Scotia Capital Inc.
N/A—16,762-16,762-100%$221.6K———
HRT Financial LP
N/A—14,806-14,806-100%$195.0K———
Nomura Holdings Inc
N/A—14,000-14,000-100%$185.1K———
Boothbay Fund Management, LLC
N/A—12,942-12,942-100%$171.1K———
Mariner, LLC
N/A—11,405-11,405-100%$150.8K———
Equitable Holdings, Inc.
N/A—10,831-10,831-100%$143.2K———
BlackRock, Inc.
N/A—10,717-10,717-100%$141.7K———
Clearstead Advisors, LLC
N/A—10,588-10,588-100%$140.0K———
Captrust Financial Advisors
N/A—10,439-10,439-100%$138.0K———
Ethos Financial Group, LLC
N/A—10,000-10,000-100%$130.8K———
National Bank of Canada
N/A—8,030-8,030-100%$103.9K———
Ameritas Advisory Services, LLC
N/A—4,278-4,278-100%$56.6K———
Huntington National Bank
N/A—3,780-3,780-100%$50.0K———
Steward Partners Investment Advisory, LLC
N/A—3,745-3,745-100%$49.5K———
Geneos Wealth Management Inc.
N/A—1,440-1,440-100%$19.0K———
Arax Advisory Partners
N/A—1,401-1,401-100%$18.5K———
Caldwell Sutter Capital, Inc.
N/A—1,375-1,375-100%$18.2K———
SHP Wealth Management
N/A—859-859-100%$11.4K———
SOA Wealth Advisors, Llc.
N/A—821-821-100%$821———
IFG Advisory, LLC
N/A—778-778-100%$10.3K———
Osbon Capital Management LLC
N/A—634-634-100%$8.4K———
BFC Planning, Inc.
N/A—558-558-100%$7.4K———
Harbour Investments, Inc.
N/A—549-549-100%$7.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—273-273-100%$3.6K———
Boreal Capital Management LLC
N/A—00—$661.5K———
Showing 149 of 149 institutions