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Pimco Municipal Income FD II (PML)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,826,576 from 1,673,808
Change+152,768 (+9%)
Value$12.0M (-$737.1K)
Filed 2026-10-13
Wagner Wealth Management, LLC
INCREASED
Shares1,682,104 from 1,379,218
Change+302,886 (+22%)
Value$11.1M (+$555.6K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,142,125 from 1,142,125
Change0 (0%)
Value$7.5M (-$1.2M)
Filed 2026-11-04
Gridiron Partners, LLC
UNCHANGED
Shares830,828 from 830,828
Change0 (0%)
Value$5.5M (-$864.1K)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares562,614 from 552,378
Change+10,236 (+2%)
Value$3.7M (-$507.2K)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED
Shares503,025 from 338,525
Change+164,500 (+49%)
Value$3.3M (+$728.7K)
Filed 2026-10-09
City of London Investment Management Co LTD
UNCHANGED
Shares461,349 from 461,349
Change0 (0%)
Value$3.0M (-$479.8K)
Filed 2026-10-30
Rareview Capital LLC
INCREASED
Shares460,295 from 232,046
Change+228,249 (+98%)
Value$3.0M (+$1.3M)
Filed 2026-11-05
GenTrust, LLC
DECREASED
Shares450,710 from 606,631
Change-155,921 (-26%)
Value$3.0M (-$1.7M)
Filed 2026-11-06
Wakefield Asset Management Lllp
INCREASED
Shares303,065 from 272,029
Change+31,036 (+11%)
Value$2.0M (-$79.2K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares276,762 from 275,791
Change+971 (+0%)
Value$1.8K (-$2.1M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares270,878 from 169,476
Change+101,402 (+60%)
Value$1.8M (+$487.9K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares233,487 from 235,787
Change-2,300 (-1%)
Value$1.5M (-$269.6K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares219,656 from 260,826
Change-41,170 (-16%)
Value$1.4M (-$541.7K)
Filed 2026-11-05
Gill Capital Partners, LLC
UNCHANGED
Shares204,956 from 204,956
Change0 (0%)
Value$1.3M (-$213.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares195,549 from 165,838
Change+29,711 (+18%)
Value$1.3K (-$1.3M)
Filed 2026-11-02
Worthington Financial Partners, LLC
DECREASED
Shares180,060 from 185,833
Change-5,773 (-3%)
Value$1.2M (-$231.2K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares174,368 from 221,938
Change-47,570 (-21%)
Value$1.1M (-$543.4K)
Filed 2026-10-21
Melfa Wealth Management, Inc.
DECREASED
Shares158,255 from 161,692
Change-3,437 (-2%)
Value$1.0M (-$190.7K)
Filed 2026-11-06
Cove Private Wealth, LLC
UNCHANGED
Shares148,388 from 148,388
Change0 (0%)
Value$974.9K (-$154.3K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares130,283 from 337,948
Change-207,665 (-61%)
Value$856.0K (-$1.7M)
Filed 2026-10-30
Professional Financial Management, Inc.
NEW
Shares123,238
Change+123,238
Value$809.7K
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares121,428 from 152,420
Change-30,992 (-20%)
Value$797.8K (-$362.1K)
Filed 2026-11-02
Cypress Capital Group
INCREASED
Shares117,965 from 102,720
Change+15,245 (+15%)
Value$775.0K (-$6.7K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED
Shares97,765 from 97,765
Change0 (0%)
Value$642.3K (-$101.7K)
Filed 2026-10-29
Noble Wealth Management PBC
DECREASED
Shares86,950 from 87,991
Change-1,041 (-1%)
Value$571.3K (-$98.4K)
Filed 2026-10-01
Duncker Streett & Co Inc
UNCHANGED
Shares74,774 from 74,774
Change0 (0%)
Value$491.3K (-$77.8K)
Filed 2026-10-27
Cornerstone Advisory, LLC
INCREASED
Shares67,548 from 67,463
Change+85 (+0%)
Value$443.8K (-$69.6K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares65,497 from 64,849
Change+648 (+1%)
Value$430.3K (-$63.2K)
Filed 2026-11-05
Integrated Capital Management, Inc.
INCREASED
Shares61,468 from 57,841
Change+3,627 (+6%)
Value$403.8K (-$36.3K)
Filed 2026-10-09
Capital Investment Advisors, LLC
INCREASED
Shares47,923 from 21,353
Change+26,570 (+124%)
Value$314.9K (+$152.4K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares43,596 from 29,192
Change+14,404 (+49%)
Value$306.7K (+$86.3K)
Filed 2026-11-03
Ackerman Capital Advisors, LLC
DECREASED
Shares42,905 from 45,017
Change-2,112 (-5%)
Value$281.9K (-$60.7K)
Filed 2026-10-30
Fiera Capital Corp
DECREASED
Shares42,858 from 326,075
Change-283,217 (-87%)
Value$281.6K (-$2.2M)
Filed 2026-11-06
Venture Visionary Partners LLC
UNCHANGED
Shares38,973 from 38,973
Change0 (0%)
Value$256.1K (-$40.5K)
Filed 2026-10-07
Allworth Financial LP
UNCHANGED
Shares37,503 from 37,503
Change0 (0%)
Value$285.4K ($0)
Filed 2026-11-06
Whipplewood Advisors, LLC
DECREASED
Shares35,542 from 76,724
Change-41,182 (-54%)
Value$233.5K (-$350.4K)
Filed 2026-10-20
Moors & Cabot, Inc.
DECREASED
Shares34,518 from 36,346
Change-1,828 (-5%)
Value$226.8K (-$49.8K)
Filed 2026-11-06
Prospera Financial Services Inc
UNCHANGED
Shares34,321 from 34,321
Change0 (0%)
Value$238.9K (-$22.3K)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares32,342 from 31,830
Change+512 (+2%)
Value$212.5K (-$29.7K)
Filed 2026-11-05
Clearstead Advisors, LLC
NEW
Shares30,000
Change+30,000
Value$197.1K
Filed 2026-11-06
River Street Advisors LLC
UNCHANGED
Shares29,237 from 29,237
Change0 (0%)
Value$192.1K (-$30.4K)
Filed 2026-10-22
Kercheville Advisors, LLC
UNCHANGED
Shares26,022 from 26,022
Change0 (0%)
Value$171.0K (-$27.1K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares25,588 from 25,172
Change+416 (+2%)
Value$168.1K (-$23.4K)
Filed 2026-10-13
Traynor Capital Management, Inc.
DECREASED
Shares24,588 from 29,696
Change-5,108 (-17%)
Value$161.5K (-$64.4K)
Filed 2026-10-29
ACT Advisors, Llc.
NEW
Shares22,362
Change+22,362
Value$146.9K
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares21,995 from 19,960
Change+2,035 (+10%)
Value$144.5K (-$7.4K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares21,490 from 20,921
Change+569 (+3%)
Value$141.2K (-$18.0K)
Filed 2026-11-05
Natural Investments, LLC
UNCHANGED
Shares21,416 from 21,416
Change0 (0%)
Value$140.7K (-$21.3K)
Filed 2026-11-06
Wedbush Securities Inc
NEW
Shares21,164
Change+21,164
Value$139
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares20,277 from 4,400
Change+15,877 (+361%)
Value$133.2K (+$99.7K)
Filed 2026-10-08
Hudock, Inc.
UNCHANGED
Shares19,274 from 19,274
Change0 (0%)
Value$126.6K (-$20.0K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares18,167 from 18,167
Change0 (0%)
Value$119.4K (-$19.4K)
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED
Shares15,700 from 31,400
Change-15,700 (-50%)
Value$103.1K (-$135.8K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$98.6K (-$15.6K)
Filed 2026-11-04
Wealth Effects LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$98.6K (-$15.6K)
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares14,537 from 14,537
Change0 (0%)
Value$95.5K (-$15.1K)
Filed 2026-10-19
Greenspring Advisors, LLC
UNCHANGED
Shares13,589 from 13,589
Change0 (0%)
Value$89.3K (-$14.1K)
Filed 2026-11-05
CWC Advisors, Llc.
INCREASED
Shares13,511 from 11,886
Change+1,625 (+14%)
Value$88.8K (-$1.7K)
Filed 2026-10-15
Midwest Trust Co
NEW
Shares13,185
Change+13,185
Value$86.6K
Filed 2026-10-22
GC Wealth Management RIA, LLC
NEW
Shares12,896
Change+12,896
Value$84.7K
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares12,660 from 13,402
Change-742 (-6%)
Value$83.2K (-$18.8K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares12,024 from 12,025
Change-1 (0%)
Value$79.0K (-$12.5K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
NEW
Shares10,264
Change+10,264
Value$67.4K
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares10,231 from 11,424
Change-1,193 (-10%)
Value$67.2K (-$19.7K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares7,262 from 7,146
Change+116 (+2%)
Value$47.7K (-$6.7K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$37.4K (-$5.9K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$21.2K (-$3.4K)
Filed 2026-10-16
Cullen T Bankers, Inc.
NEW
Shares2,823
Change+2,823
Value$18.5K
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares2,014 from 2,887
Change-873 (-30%)
Value$13.2K (-$8.7K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares2,000 from 19,500
Change-17,500 (-90%)
Value$13.1K (-$135.3K)
Filed 2026-10-30
Peterson Wealth Management
INCREASED
Shares1,675 from 1,651
Change+24 (+1%)
Value$11.0K (-$1.6K)
Filed 2026-11-06
Mcdonald Partners LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$9.1K (-$1.4K)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares1,218
Change+1,218
Value$8.0K
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$7.0K (-$1.1K)
Filed 2026-10-27
FNY Investment Advisers, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$6 (-$1)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$4.5K (-$713)
Filed 2026-10-28
Highline Wealth Partners LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$4.3K (-$676)
Filed 2026-10-19
Financial Management Professionals, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$2.6K (-$416)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$2.3K (-$364)
Filed 2026-11-04
Calamos Advisors LLC
CLOSED
Shares0 from 41,656
Change-41,656 (-100%)
Value$0 (-$317.0K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 23,214
Change-23,214 (-100%)
Value$0 (-$176.7K)
Filed 2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
CLOSED
Shares0 from 15,444
Change-15,444 (-100%)
Value$0 (-$117.5K)
Filed 2026-10-13
Wesbanco Bank Inc
CLOSED
Shares0 from 12,372
Change-12,372 (-100%)
Value$0 (-$94.2K)
Filed 2026-11-04
Davenport & Co LLC
CLOSED
Shares0 from 11,393
Change-11,393 (-100%)
Value$0 (-$86.7K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,714
Change-3,714 (-100%)
Value$0 (-$28.4K)
Filed 2026-11-02
Trust Co of Vermont
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-21
Axiom Investment Management LLC
CLOSED
Shares0 from 1,533
Change-1,533 (-100%)
Value$0 (-$11.7K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-15
Bramshill Investments, LLC
N/A
Shares— from 7,767,525
Change-7,767,525 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 4,482,914
Change-4,482,914 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,724,581
Change-2,724,581 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,863,909
Change-1,863,909 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,611,583
Change-1,611,583 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,374,493
Change-1,374,493 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,083,313
Change-1,083,313 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,077,922
Change-1,077,922 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 924,063
Change-924,063 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 856,682
Change-856,682 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 827,378
Change-827,378 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 620,021
Change-620,021 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 558,895
Change-558,895 (-100%)
Value—
UBS Group AG
N/A
Shares— from 492,004
Change-492,004 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 336,267
Change-336,267 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 311,408
Change-311,408 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 254,969
Change-254,969 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 214,400
Change-214,400 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 197,651
Change-197,651 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 141,436
Change-141,436 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 130,241
Change-130,241 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 119,928
Change-119,928 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 98,347
Change-98,347 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 95,105
Change-95,105 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 81,622
Change-81,622 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 81,000
Change-81,000 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 78,631
Change-78,631 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 76,406
Change-76,406 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 73,493
Change-73,493 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 69,769
Change-69,769 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 68,623
Change-68,623 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 66,863
Change-66,863 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 66,242
Change-66,242 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 64,352
Change-64,352 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 60,175
Change-60,175 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 57,063
Change-57,063 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 55,406
Change-55,406 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 46,481
Change-46,481 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 43,804
Change-43,804 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 42,026
Change-42,026 (-100%)
Value—
&partners
N/A
Shares— from 38,541
Change-38,541 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 36,023
Change-36,023 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 34,378
Change-34,378 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 32,540
Change-32,540 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 27,084
Change-27,084 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 26,640
Change-26,640 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,535
Change-25,535 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 23,068
Change-23,068 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,990
Change-21,990 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 19,779
Change-19,779 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 18,411
Change-18,411 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,553
Change-16,553 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 16,480
Change-16,480 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 16,149
Change-16,149 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 15,873
Change-15,873 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15,831
Change-15,831 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,254
Change-15,254 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 14,896
Change-14,896 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,873
Change-14,873 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,074
Change-13,074 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,158
Change-11,158 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 504
Change-504 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED1,826,5761,673,808+152,768+9%$12.7M$12.0M-$737.1K2026-10-13
Wagner Wealth Management, LLC
INCREASED1,682,1041,379,218+302,886+22%$10.5M$11.1M+$555.6K2026-10-21
Allspring Global Investments Holdings, LLC
UNCHANGED1,142,1251,142,12500%$8.7M$7.5M-$1.2M2026-11-04
Gridiron Partners, LLC
UNCHANGED830,828830,82800%$6.3M$5.5M-$864.1K2026-10-08
LPL Financial LLC
INCREASED562,614552,378+10,236+2%$4.2M$3.7M-$507.2K2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED503,025338,525+164,500+49%$2.6M$3.3M+$728.7K2026-10-09
City of London Investment Management Co LTD
UNCHANGED461,349461,34900%$3.5M$3.0M-$479.8K2026-10-30
Rareview Capital LLC
INCREASED460,295232,046+228,249+98%$1.7M$3.0M+$1.3M2026-11-05
GenTrust, LLC
DECREASED450,710606,631-155,921-26%$4.6M$3.0M-$1.7M2026-11-06
Wakefield Asset Management Lllp
INCREASED303,065272,029+31,036+11%$2.1M$2.0M-$79.2K2026-11-05
Park Avenue Securities LLC
INCREASED276,762275,791+971+0%$2.1M$1.8K-$2.1M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED270,878169,476+101,402+60%$1.3M$1.8M+$487.9K2026-10-13
Lido Advisors, LLC
DECREASED233,487235,787-2,300-1%$1.8M$1.5M-$269.6K2026-11-04
Bank of New York Mellon Corp
DECREASED219,656260,826-41,170-16%$2.0M$1.4M-$541.7K2026-11-05
Gill Capital Partners, LLC
UNCHANGED204,956204,95600%$1.6M$1.3M-$213.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED195,549165,838+29,711+18%$1.3M$1.3K-$1.3M2026-11-02
Worthington Financial Partners, LLC
DECREASED180,060185,833-5,773-3%$1.4M$1.2M-$231.2K2026-10-13
Ellis Investment Partners, LLC
DECREASED174,368221,938-47,570-21%$1.7M$1.1M-$543.4K2026-10-21
Melfa Wealth Management, Inc.
DECREASED158,255161,692-3,437-2%$1.2M$1.0M-$190.7K2026-11-06
Cove Private Wealth, LLC
UNCHANGED148,388148,38800%$1.1M$974.9K-$154.3K2026-10-28
Truist Financial Corp
DECREASED130,283337,948-207,665-61%$2.6M$856.0K-$1.7M2026-10-30
Professional Financial Management, Inc.
NEW123,238—+123,238——$809.7K—2026-10-22
Commonwealth Equity Services, LLC
DECREASED121,428152,420-30,992-20%$1.2M$797.8K-$362.1K2026-11-02
Cypress Capital Group
INCREASED117,965102,720+15,245+15%$781.7K$775.0K-$6.7K2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED97,76597,76500%$744.0K$642.3K-$101.7K2026-10-29
Noble Wealth Management PBC
DECREASED86,95087,991-1,041-1%$669.6K$571.3K-$98.4K2026-10-01
Duncker Streett & Co Inc
UNCHANGED74,77474,77400%$569.0K$491.3K-$77.8K2026-10-27
Cornerstone Advisory, LLC
INCREASED67,54867,463+85+0%$513.4K$443.8K-$69.6K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED65,49764,849+648+1%$493.5K$430.3K-$63.2K2026-11-05
Integrated Capital Management, Inc.
INCREASED61,46857,841+3,627+6%$440.2K$403.8K-$36.3K2026-10-09
Capital Investment Advisors, LLC
INCREASED47,92321,353+26,570+124%$162.5K$314.9K+$152.4K2026-10-22
StoneX Group Inc.
INCREASED43,59629,192+14,404+49%$220.3K$306.7K+$86.3K2026-11-03
Ackerman Capital Advisors, LLC
DECREASED42,90545,017-2,112-5%$342.6K$281.9K-$60.7K2026-10-30
Fiera Capital Corp
DECREASED42,858326,075-283,217-87%$2.5M$281.6K-$2.2M2026-11-06
Venture Visionary Partners LLC
UNCHANGED38,97338,97300%$296.6K$256.1K-$40.5K2026-10-07
Allworth Financial LP
UNCHANGED37,50337,50300%$285.4K$285.4K$02026-11-06
Whipplewood Advisors, LLC
DECREASED35,54276,724-41,182-54%$583.9K$233.5K-$350.4K2026-10-20
Moors & Cabot, Inc.
DECREASED34,51836,346-1,828-5%$276.6K$226.8K-$49.8K2026-11-06
Prospera Financial Services Inc
UNCHANGED34,32134,32100%$261.2K$238.9K-$22.3K2026-11-04
Joel Isaacson & Co., LLC
INCREASED32,34231,830+512+2%$242.2K$212.5K-$29.7K2026-11-05
Clearstead Advisors, LLC
NEW30,000—+30,000——$197.1K—2026-11-06
River Street Advisors LLC
UNCHANGED29,23729,23700%$222.5K$192.1K-$30.4K2026-10-22
Kercheville Advisors, LLC
UNCHANGED26,02226,02200%$198.0K$171.0K-$27.1K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED25,58825,172+416+2%$191.6K$168.1K-$23.4K2026-10-13
Traynor Capital Management, Inc.
DECREASED24,58829,696-5,108-17%$226.0K$161.5K-$64.4K2026-10-29
ACT Advisors, Llc.
NEW22,362—+22,362——$146.9K—2026-10-15
Concurrent Investment Advisors, LLC
INCREASED21,99519,960+2,035+10%$151.9K$144.5K-$7.4K2026-10-16
Fifth Third Bancorp
INCREASED21,49020,921+569+3%$159.2K$141.2K-$18.0K2026-11-05
Natural Investments, LLC
UNCHANGED21,41621,41600%$162.0K$140.7K-$21.3K2026-11-06
Wedbush Securities Inc
NEW21,164—+21,164——$139—2026-10-22
Farther Finance Advisors, LLC
INCREASED20,2774,400+15,877+361%$33.5K$133.2K+$99.7K2026-10-08
Hudock, Inc.
UNCHANGED19,27419,27400%$146.7K$126.6K-$20.0K2026-10-14
B. Riley Wealth Advisors, Inc.
UNCHANGED18,16718,16700%$138.8K$119.4K-$19.4K2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED15,70031,400-15,700-50%$239.0K$103.1K-$135.8K2026-10-14
Hohimer Wealth Management, LLC
UNCHANGED15,00015,00000%$114.2K$98.6K-$15.6K2026-11-04
Wealth Effects LLC
UNCHANGED15,00015,00000%$114.2K$98.6K-$15.6K2026-10-23
City Holding Co
UNCHANGED14,53714,53700%$110.6K$95.5K-$15.1K2026-10-19
Greenspring Advisors, LLC
UNCHANGED13,58913,58900%$103.4K$89.3K-$14.1K2026-11-05
CWC Advisors, Llc.
INCREASED13,51111,886+1,625+14%$90.5K$88.8K-$1.7K2026-10-15
Midwest Trust Co
NEW13,185—+13,185——$86.6K—2026-10-22
GC Wealth Management RIA, LLC
NEW12,896—+12,896——$84.7K—2026-11-02
Kestra Advisory Services, LLC
DECREASED12,66013,402-742-6%$102.0K$83.2K-$18.8K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED12,02412,025-10%$91.5K$79.0K-$12.5K2026-10-14
Dynamic Advisor Solutions LLC
NEW10,264—+10,264——$67.4K—2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED10,23111,424-1,193-10%$86.9K$67.2K-$19.7K2026-10-23
Lanark Financial, Inc.
INCREASED7,2627,146+116+2%$54.4K$47.7K-$6.7K2026-10-26
US Bancorp \de\
UNCHANGED5,7005,70000%$43.4K$37.4K-$5.9K2026-11-05
IFP Advisors, Inc
UNCHANGED3,2213,22100%$24.5K$21.2K-$3.4K2026-10-16
Cullen T Bankers, Inc.
NEW2,823—+2,823——$18.5K—2026-10-28
Signaturefd, LLC
DECREASED2,0142,887-873-30%$22.0K$13.2K-$8.7K2026-10-23
Spire Wealth Management
DECREASED2,00019,500-17,500-90%$148.4K$13.1K-$135.3K2026-10-30
Peterson Wealth Management
INCREASED1,6751,651+24+1%$12.6K$11.0K-$1.6K2026-11-06
Mcdonald Partners LLC
UNCHANGED1,3801,38000%$10.5K$9.1K-$1.4K2026-11-03
Rossby Financial, LCC
NEW1,218—+1,218——$8.0K—2026-11-05
Bokf, NA
UNCHANGED1,0721,07200%$8.2K$7.0K-$1.1K2026-10-27
FNY Investment Advisers, LLC
UNCHANGED1,0001,00000%$7$6-$12026-10-16
Main Street Group, LTD
UNCHANGED68668600%$5.2K$4.5K-$7132026-10-28
Highline Wealth Partners LLC
UNCHANGED65065000%$4.9K$4.3K-$6762026-10-19
Financial Management Professionals, Inc.
UNCHANGED40040000%$3.1K$2.6K-$4162026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED35035000%$2.7K$2.3K-$3642026-11-04
Calamos Advisors LLC
CLOSED041,656-41,656-100%$317.0K$0-$317.0K2026-11-02
Grimes & Co Wealth Management, LLC
CLOSED023,214-23,214-100%$176.7K$0-$176.7K2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
CLOSED015,444-15,444-100%$117.5K$0-$117.5K2026-10-13
Wesbanco Bank Inc
CLOSED012,372-12,372-100%$94.2K$0-$94.2K2026-11-04
Davenport & Co LLC
CLOSED011,393-11,393-100%$86.7K$0-$86.7K2026-10-14
International Assets Investment Management, LLC
CLOSED03,714-3,714-100%$28.4K$0-$28.4K2026-11-02
Trust Co of Vermont
CLOSED01,700-1,700-100%$12.9K$0-$12.9K2026-10-21
Axiom Investment Management LLC
CLOSED01,533-1,533-100%$11.7K$0-$11.7K2026-11-03
AdvisorNet Financial, Inc
CLOSED0200-200-100%$1.5K$0-$1.5K2026-10-15
Bramshill Investments, LLC
N/A—7,767,525-7,767,525-100%$59.1M———
Rivernorth Capital Management, LLC
N/A—4,482,914-4,482,914-100%$34.1M———
Guggenheim Capital LLC
N/A—2,724,581-2,724,581-100%$20.7M———
Morgan Stanley
N/A—1,863,909-1,863,909-100%$14.2M———
Toronto Dominion Bank
N/A—1,611,583-1,611,583-100%$12.3M———
Wells Fargo & Company
N/A—1,374,493-1,374,493-100%$10.5M———
Bank of America Corp
N/A—1,083,313-1,083,313-100%$8.2M———
Van Eck Associates Corp
N/A—1,077,922-1,077,922-100%$8.2M———
Envestnet Asset Management Inc
N/A—924,063-924,063-100%$7.0M———
Robinson Capital Management, LLC
N/A—856,682-856,682-100%$6.5M———
Advisors Asset Management, Inc.
N/A—827,378-827,378-100%$6.3M———
Cetera Investment Advisers
N/A—620,021-620,021-100%$4.7M———
Stifel Financial Corp
N/A—558,895-558,895-100%$4.3M———
UBS Group AG
N/A—492,004-492,004-100%$3.7M———
Osaic Holdings, Inc.
N/A—336,267-336,267-100%$2.6M———
Captrust Financial Advisors
N/A—311,408-311,408-100%$2.4M———
Raymond James Financial Inc
N/A—254,969-254,969-100%$1.9M———
Royal Bank of Canada
N/A—214,400-214,400-100%$1.6M———
SIT Investment Associates Inc
N/A—197,651-197,651-100%$1.5M———
Summit Trail Advisors, LLC
N/A—141,436-141,436-100%$1.1M———
GeoWealth Management, LLC
N/A—130,241-130,241-100%$991.1K———
Focus Partners Wealth
N/A—119,928-119,928-100%$912.7K———
HighTower Advisors, LLC
N/A—98,347-98,347-100%$748.4K———
Jane Street Group, LLC
N/A—95,105-95,105-100%$723.7K———
Rockefeller Capital Management L.P.
N/A—81,622-81,622-100%$621.1K———
Cohen & Steers, Inc.
N/A—81,000-81,000-100%$616.0K———
BTG Pactual Asset Management US LLC
N/A—78,631-78,631-100%$598.4K———
Smith, Moore & Co.
N/A—76,406-76,406-100%$581.5K———
Thomas J. Herzfeld Advisors, Inc.
N/A—73,493-73,493-100%$559.3K———
NewEdge Advisors, LLC
N/A—69,769-69,769-100%$530.9K———
Mariner, LLC
N/A—68,623-68,623-100%$522.2K———
Integrated Wealth Concepts LLC
N/A—66,863-66,863-100%$508.8K———
Ameriprise Financial Inc
N/A—66,242-66,242-100%$504.1K———
Global Endowment Management, LP
N/A—64,352-64,352-100%$490.0K———
Baird Financial Group, Inc.
N/A—60,175-60,175-100%$457.9K———
Nuveen, LLC
N/A—57,063-57,063-100%$434.2K———
Stratos Wealth Partners, Ltd.
N/A—55,406-55,406-100%$421.6K———
Susquehanna International Group, LLP
N/A—46,481-46,481-100%$353.7K———
Ceeto Capital Group, LLC
N/A—43,804-43,804-100%$335.0K———
Harbour Investments, Inc.
N/A—42,026-42,026-100%$319.8K———
&partners
N/A—38,541-38,541-100%$293.3K———
MML Investors Services, LLC
N/A—36,023-36,023-100%$274.1K———
Sanctuary Advisors, LLC
N/A—34,378-34,378-100%$261.6K———
Janney Montgomery Scott LLC
N/A—32,540-32,540-100%$248.0K———
Coldstream Capital Management Inc
N/A—27,084-27,084-100%$206.1K———
Hunter Perkins Capital Management, LLC
N/A—26,640-26,640-100%$203———
Citadel Advisors LLC
N/A—25,535-25,535-100%$194.3K———
Planning Project LLC
N/A—24,200-24,200-100%$177.4K———
BFC Planning, Inc.
N/A—23,068-23,068-100%$175.5K———
MAI Capital Management
N/A—21,990-21,990-100%$167.3K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$152.2K———
Moneta Group Investment Advisors LLC
N/A—19,779-19,779-100%$150.5K———
Boothbay Fund Management, LLC
N/A—18,411-18,411-100%$140.1K———
Savvy Advisors, Inc.
N/A—16,553-16,553-100%$126.0K———
Hollencrest Capital Management
N/A—16,480-16,480-100%$125.4K———
Bank of Montreal
N/A—16,149-16,149-100%$122.9K———
Canal Capital Management, LLC
N/A—15,873-15,873-100%$120.8K———
Smartleaf Asset Management LLC
N/A—15,831-15,831-100%$120.9K———
XTX Topco Ltd
N/A—15,570-15,570-100%$118.5K———
HRT Financial LP
N/A—15,254-15,254-100%$116.0K———
Horizon Kinetics Asset Management LLC
N/A—15,050-15,050-100%$114.5K———
Beta Wealth Group, Inc.
N/A—14,896-14,896-100%$113.4K———
Cerity Partners LLC
N/A—14,873-14,873-100%$113.2K———
Mercer Global Advisors Inc
N/A—13,074-13,074-100%$99.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,930-12,930-100%$98.4K———
Palogic Value Management, L.P.
N/A—11,400-11,400-100%$86.8K———
Vident Advisory, LLC
N/A—11,158-11,158-100%$84.9K———
Penserra Capital Management LLC
N/A—4,464-4,464-100%$33———
Financial Gravity Companies, Inc.
N/A—3,674-3,674-100%$28.0K———
Steward Partners Investment Advisory, LLC
N/A—2,459-2,459-100%$18.7K———
Global Retirement Partners, LLC
N/A—2,145-2,145-100%$16.3K———
Northwestern Mutual Wealth Management Co
N/A—1,112-1,112-100%$8.5K———
Johnson Financial Group, Inc.
N/A—700-700-100%$5.3K———
Atlantic Union Bankshares Corp
N/A—504-504-100%$3.8K———
IMA Advisory Services, Inc.
N/A—373-373-100%$2.9K———
Jones Financial Companies Lllp
N/A—1-1-100%$8———
Showing 165 of 165 institutions