Pimco High Income Fund (PHK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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GraniteShares Advisors LLC

INCREASED

Shares589,959 from 580,836

Change+9,123 (+2%)

Value$2.4M (-$287.9K)

Filed 2026-10-29

Shaker Financial Services, LLC

INCREASED

Shares516,772 from 200,104

Change+316,668 (+158%)

Value$2.1M (+$1.2M)

Filed 2026-10-14

Park Avenue Securities LLC

INCREASED

Shares424,424 from 354,870

Change+69,554 (+20%)

Value$1.7K (-$1.7M)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares415,498 from 377,178

Change+38,320 (+10%)

Value$1.7K (-$1.8M)

Filed 2026-11-02

RFG Advisory, LLC

INCREASED

Shares404,734 from 390,856

Change+13,878 (+4%)

Value$1.7M (-$162.0K)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares386,771 from 305,337

Change+81,434 (+27%)

Value$1.6M (+$162.9K)

Filed 2026-11-02

Elm3 Financial Group, LLC

INCREASED

Shares272,684 from 264,575

Change+8,109 (+3%)

Value$1.1M (-$114.9K)

Filed 2026-10-07

Commonwealth Equity Services, LLC

DECREASED

Shares235,792 from 269,895

Change-34,103 (-13%)

Value$966.8K (-$291.0K)

Filed 2026-11-02

Apollon Wealth Management, LLC

DECREASED

Shares170,500 from 173,133

Change-2,633 (-2%)

Value$699.1K (-$107.7K)

Filed 2026-10-23

Livelsberger Financial Advisory

NEW

Shares152,837

Change+152,837

Value$626.6K

Filed 2026-10-28

Thrivent Financial for Lutherans

INCREASED

Shares146,015 from 130,000

Change+16,015 (+12%)

Value$599 (-$605.4K)

Filed 2026-11-05

Creekside Partners

UNCHANGED

Shares142,025 from 142,025

Change0 (0%)

Value$582.3K (-$79.5K)

Filed 2026-11-04

Whipplewood Advisors, LLC

DECREASED

Shares139,306 from 202,151

Change-62,845 (-31%)

Value$571.2K (-$370.9K)

Filed 2026-10-20

Future Financial Wealth Managment LLC

DECREASED

Shares108,918 from 113,392

Change-4,474 (-4%)

Value$446.6K (-$78.4K)

Filed 2026-10-15

Integrated Capital Management, Inc.

INCREASED

Shares102,534 from 81,300

Change+21,234 (+26%)

Value$420.4K (+$41.5K)

Filed 2026-10-09

Rayburn West Financial Services LLC

UNCHANGED

Shares99,100 from 99,100

Change0 (0%)

Value$406.3K (-$55.5K)

Filed 2026-11-03

Capital Investment Advisory Services, LLC

UNCHANGED

Shares65,900 from 65,900

Change0 (0%)

Value$270.2K (-$36.9K)

Filed 2026-10-30

Noble Wealth Management PBC

DECREASED

Shares63,581 from 75,443

Change-11,862 (-16%)

Value$260.7K (-$90.9K)

Filed 2026-10-01

MGO One Seven LLC

DECREASED

Shares50,635 from 51,672

Change-1,037 (-2%)

Value$207.6K (-$33.2K)

Filed 2026-10-28

J.W. Cole Advisors, Inc.

DECREASED

Shares50,002 from 51,702

Change-1,700 (-3%)

Value$205.0K (-$35.9K)

Filed 2026-11-05

Independent Financial Group, LLC

DECREASED

Shares45,855 from 51,442

Change-5,587 (-11%)

Value$188.0K (-$51.7K)

Filed 2026-10-13

Axxcess Wealth Management, LLC

NEW

Shares29,957

Change+29,957

Value$122.8K

Filed 2026-10-21

International Private Wealth Advisors LLC

INCREASED

Shares29,957 from 29,090

Change+867 (+3%)

Value$122.8K (-$12.7K)

Filed 2026-11-05

Wedbush Securities Inc

DECREASED

Shares28,936 from 44,936

Change-16,000 (-36%)

Value$119 (-$208.9K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

INCREASED

Shares25,733 from 10,815

Change+14,918 (+138%)

Value$105.5K (+$55.1K)

Filed 2026-10-16

Creative Planning

INCREASED

Shares25,454 from 20,145

Change+5,309 (+26%)

Value$104.4K (+$10.5K)

Filed 2026-11-02

Wealthcare Advisory Partners LLC

UNCHANGED

Shares24,800 from 24,800

Change0 (0%)

Value$101.7K (-$13.9K)

Filed 2026-10-21

Brookstone Capital Management

INCREASED

Shares24,573 from 23,999

Change+574 (+2%)

Value$100.8K (-$11.1K)

Filed 2026-10-22

New England Private Wealth Advisors LLC

DECREASED

Shares24,347 from 44,347

Change-20,000 (-45%)

Value$99.8K (-$105.1K)

Filed 2026-10-19

AMG National Trust Bank

NEW

Shares23,450

Change+23,450

Value$96.1K

Filed 2026-11-05

Tempus Wealth Planning, LLC

UNCHANGED

Shares22,730 from 22,730

Change0 (0%)

Value$93.2K (-$12.7K)

Filed 2026-10-14

180 Wealth Advisors, LLC

UNCHANGED

Shares21,550 from 21,550

Change0 (0%)

Value$88.4K (-$12.1K)

Filed 2026-11-03

Williams Jones Wealth Management, Llc.

UNCHANGED

Shares21,240 from 21,240

Change0 (0%)

Value$87.1K (-$11.9K)

Filed 2026-11-05

Prairie Advisory, LLC

NEW

Shares20,000

Change+20,000

Value$82.0K

Filed 2026-10-19

Indivisible Partners

DECREASED

Shares17,066 from 43,933

Change-26,867 (-61%)

Value$70.0K (-$134.8K)

Filed 2026-10-26

Wagner Wealth Management, LLC

UNCHANGED

Shares16,309 from 16,309

Change0 (0%)

Value$66.9K (-$9.1K)

Filed 2026-10-21

Steinberganna Wealth Management

DECREASED

Shares16,298 from 16,453

Change-155 (-1%)

Value$66.8K (-$9.9K)

Filed 2026-10-23

B. Riley Wealth Advisors, Inc.

INCREASED

Shares15,191 from 15,135

Change+56 (+0%)

Value$62.3K (-$7.9K)

Filed 2026-10-13

Ritholtz Wealth Management

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$61.5K (-$8.4K)

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares14,918 from 14,918

Change0 (0%)

Value$61.2K (-$8.4K)

Filed 2026-10-30

Principal Financial Group Inc

INCREASED

Shares14,279 from 11,278

Change+3,001 (+27%)

Value$58.5K (+$6.0K)

Filed 2026-11-02

KPP Advisory Services LLC

UNCHANGED

Shares13,160 from 13,160

Change0 (0%)

Value$54.0K (-$7.4K)

Filed 2026-10-26

Integrity Alliance, Llc.

DECREASED

Shares12,899 from 13,830

Change-931 (-7%)

Value$52.9K (-$11.6K)

Filed 2026-10-29

RMR Wealth Builders

INCREASED

Shares12,270 from 11,934

Change+336 (+3%)

Value$50.4K (-$5.3K)

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares11,675 from 10,242

Change+1,433 (+14%)

Value$47.9K (+$139)

Filed 2026-11-05

E&G Advisors, LLC

UNCHANGED

Shares10,800 from 10,800

Change0 (0%)

Value$44.3K (-$6.0K)

Filed 2026-10-13

Oarsman Capital, Inc.

NEW

Shares10,652

Change+10,652

Value$43.7K

Filed 2026-11-05

Eastern Bank

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$43.1K (-$5.9K)

Filed 2026-10-05

Shulman DeMeo Asset Management LLC

DECREASED

Shares10,276 from 10,294

Change-18 (0%)

Value$41.7K (-$6.2K)

Filed 2026-10-09

Private Trust Co NA

DECREASED

Shares10,000 from 24,861

Change-14,861 (-60%)

Value$41.0K (-$74.9K)

Filed 2026-10-20

Cornerstone Wealth Management, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$41.0K (-$5.6K)

Filed 2026-11-04

CoreCap Advisors, LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$24.6K (-$3.4K)

Filed 2026-10-08

Hilltop National Bank

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$16.8K (-$2.3K)

Filed 2026-10-14

Smallwood Wealth Investment Management, LLC

INCREASED

Shares2,645 from 2,586

Change+59 (+2%)

Value$10.8K (-$1.2K)

Filed 2026-10-30

FNY Investment Advisers, LLC

UNCHANGED

Shares2,600 from 2,600

Change0 (0%)

Value$10 (-$2)

Filed 2026-10-16

IFP Advisors, Inc

INCREASED

Shares2,152 from 2,087

Change+65 (+3%)

Value$8.8K (-$902)

Filed 2026-10-16

Fifth Third Bancorp

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$6.2K (-$840)

Filed 2026-11-05

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$4.1K (-$560)

Filed 2026-10-16

Highline Wealth Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$4.1K (-$560)

Filed 2026-10-19

Harbor Investment Advisory, LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$201 (-$27)

Filed 2026-10-13

Marks Group Wealth Management, Inc

CLOSED

Shares0 from 261,440

Change-261,440 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-05

Imc-Chicago, LLC

CLOSED

Shares0 from 179,410

Change-179,410 (-100%)

Value$0 (-$836.1K)

Filed 2026-11-05

Iams Wealth Management, LLC

CLOSED

Shares0 from 30,000

Change-30,000 (-100%)

Value$0 (-$139.8K)

Filed 2026-10-15

Atria Investments, Inc

CLOSED

Shares0 from 21,856

Change-21,856 (-100%)

Value$0 (-$101.8K)

Filed 2026-10-15

Glenview Trust Co

CLOSED

Shares0 from 13,010

Change-13,010 (-100%)

Value$0 (-$60.6K)

Filed 2026-10-28

Bryn Mawr Trust Advisors, LLC

CLOSED

Shares0 from 11,277

Change-11,277 (-100%)

Value$0 (-$52.6K)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 6,404

Change-6,404 (-100%)

Value$0 (-$29.8K)

Filed 2026-10-16

Nemes Rush Group LLC

CLOSED

Shares0 from 2,175

Change-2,175 (-100%)

Value$0 (-$10.1K)

Filed 2026-11-04

Bullseye Investment Management, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$466)

Filed 2026-10-29

LPL Financial LLC

N/A

Shares— from 2,461,220

Change-2,461,220 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,828,380

Change-1,828,380 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,395,218

Change-1,395,218 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,364,448

Change-1,364,448 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,300,222

Change-1,300,222 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 1,201,591

Change-1,201,591 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,139,957

Change-1,139,957 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 986,473

Change-986,473 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 922,885

Change-922,885 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 916,046

Change-916,046 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 736,603

Change-736,603 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 405,481

Change-405,481 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 350,455

Change-350,455 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 178,530

Change-178,530 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 175,211

Change-175,211 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 135,286

Change-135,286 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 131,400

Change-131,400 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 124,450

Change-124,450 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 120,285

Change-120,285 (-100%)

Value—

Legend Capital Advisors LLC

N/A

Shares— from 116,357

Change-116,357 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 116,127

Change-116,127 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 108,255

Change-108,255 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 91,600

Change-91,600 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 84,456

Change-84,456 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 72,179

Change-72,179 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 71,357

Change-71,357 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 67,883

Change-67,883 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 61,108

Change-61,108 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 53,021

Change-53,021 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 50,042

Change-50,042 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 47,680

Change-47,680 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 44,907

Change-44,907 (-100%)

Value—

Commerce Bank

N/A

Shares— from 44,543

Change-44,543 (-100%)

Value—

Carl P. Sherr & Co., LLC

N/A

Shares— from 36,800

Change-36,800 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 35,395

Change-35,395 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 35,350

Change-35,350 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 35,212

Change-35,212 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 34,736

Change-34,736 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 33,762

Change-33,762 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 29,025

Change-29,025 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 27,361

Change-27,361 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 24,657

Change-24,657 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 24,571

Change-24,571 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 23,940

Change-23,940 (-100%)

Value—

Valley Financial Group, Inc.

N/A

Shares— from 23,723

Change-23,723 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 21,372

Change-21,372 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 20,161

Change-20,161 (-100%)

Value—

Ceeto Capital Group, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 19,996

Change-19,996 (-100%)

Value—

Strategic Financial Partners, Ltd.

N/A

Shares— from 19,912

Change-19,912 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 16,511

Change-16,511 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 15,850

Change-15,850 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 14,262

Change-14,262 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 13,950

Change-13,950 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 10,871

Change-10,871 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 10,480

Change-10,480 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 10,085

Change-10,085 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 5,577

Change-5,577 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,175

Change-2,175 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 2,027

Change-2,027 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 1,027

Change-1,027 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 833

Change-833 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 825

Change-825 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 813

Change-813 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 389

Change-389 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 126

Change-126 (-100%)

Value—

	Status
GraniteShares Advisors LLC	INCREASED	589,959	580,836	+9,123	+2%	$2.7M	$2.4M	-$287.9K	2026-10-29
Shaker Financial Services, LLC	INCREASED	516,772	200,104	+316,668	+158%	$944.9K	$2.1M	+$1.2M	2026-10-14
Park Avenue Securities LLC	INCREASED	424,424	354,870	+69,554	+20%	$1.7M	$1.7K	-$1.7M	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	415,498	377,178	+38,320	+10%	$1.8M	$1.7K	-$1.8M	2026-11-02
RFG Advisory, LLC	INCREASED	404,734	390,856	+13,878	+4%	$1.8M	$1.7M	-$162.0K	2026-11-03
Kestra Advisory Services, LLC	INCREASED	386,771	305,337	+81,434	+27%	$1.4M	$1.6M	+$162.9K	2026-11-02
Elm3 Financial Group, LLC	INCREASED	272,684	264,575	+8,109	+3%	$1.2M	$1.1M	-$114.9K	2026-10-07
Commonwealth Equity Services, LLC	DECREASED	235,792	269,895	-34,103	-13%	$1.3M	$966.8K	-$291.0K	2026-11-02
Apollon Wealth Management, LLC	DECREASED	170,500	173,133	-2,633	-2%	$806.8K	$699.1K	-$107.7K	2026-10-23
Livelsberger Financial Advisory	NEW	152,837	—	+152,837	—	—	$626.6K	—	2026-10-28
Thrivent Financial for Lutherans	INCREASED	146,015	130,000	+16,015	+12%	$606.0K	$599	-$605.4K	2026-11-05
Creekside Partners	UNCHANGED	142,025	142,025	0	0%	$661.8K	$582.3K	-$79.5K	2026-11-04
Whipplewood Advisors, LLC	DECREASED	139,306	202,151	-62,845	-31%	$942.0K	$571.2K	-$370.9K	2026-10-20
Future Financial Wealth Managment LLC	DECREASED	108,918	113,392	-4,474	-4%	$525.0K	$446.6K	-$78.4K	2026-10-15
Integrated Capital Management, Inc.	INCREASED	102,534	81,300	+21,234	+26%	$378.9K	$420.4K	+$41.5K	2026-10-09
Rayburn West Financial Services LLC	UNCHANGED	99,100	99,100	0	0%	$461.8K	$406.3K	-$55.5K	2026-11-03
Capital Investment Advisory Services, LLC	UNCHANGED	65,900	65,900	0	0%	$307.1K	$270.2K	-$36.9K	2026-10-30
Noble Wealth Management PBC	DECREASED	63,581	75,443	-11,862	-16%	$351.6K	$260.7K	-$90.9K	2026-10-01
MGO One Seven LLC	DECREASED	50,635	51,672	-1,037	-2%	$240.8K	$207.6K	-$33.2K	2026-10-28
J.W. Cole Advisors, Inc.	DECREASED	50,002	51,702	-1,700	-3%	$240.9K	$205.0K	-$35.9K	2026-11-05
Independent Financial Group, LLC	DECREASED	45,855	51,442	-5,587	-11%	$239.7K	$188.0K	-$51.7K	2026-10-13
Axxcess Wealth Management, LLC	NEW	29,957	—	+29,957	—	—	$122.8K	—	2026-10-21
International Private Wealth Advisors LLC	INCREASED	29,957	29,090	+867	+3%	$135.6K	$122.8K	-$12.7K	2026-11-05
Wedbush Securities Inc	DECREASED	28,936	44,936	-16,000	-36%	$209.0K	$119	-$208.9K	2026-10-22
Concurrent Investment Advisors, LLC	INCREASED	25,733	10,815	+14,918	+138%	$50.4K	$105.5K	+$55.1K	2026-10-16
Creative Planning	INCREASED	25,454	20,145	+5,309	+26%	$93.9K	$104.4K	+$10.5K	2026-11-02
Wealthcare Advisory Partners LLC	UNCHANGED	24,800	24,800	0	0%	$115.6K	$101.7K	-$13.9K	2026-10-21
Brookstone Capital Management	INCREASED	24,573	23,999	+574	+2%	$111.8K	$100.8K	-$11.1K	2026-10-22
New England Private Wealth Advisors LLC	DECREASED	24,347	44,347	-20,000	-45%	$204.9K	$99.8K	-$105.1K	2026-10-19
AMG National Trust Bank	NEW	23,450	—	+23,450	—	—	$96.1K	—	2026-11-05
Tempus Wealth Planning, LLC	UNCHANGED	22,730	22,730	0	0%	$105.9K	$93.2K	-$12.7K	2026-10-14
180 Wealth Advisors, LLC	UNCHANGED	21,550	21,550	0	0%	$100.4K	$88.4K	-$12.1K	2026-11-03
Williams Jones Wealth Management, Llc.	UNCHANGED	21,240	21,240	0	0%	$99.0K	$87.1K	-$11.9K	2026-11-05
Prairie Advisory, LLC	NEW	20,000	—	+20,000	—	—	$82.0K	—	2026-10-19
Indivisible Partners	DECREASED	17,066	43,933	-26,867	-61%	$204.7K	$70.0K	-$134.8K	2026-10-26
Wagner Wealth Management, LLC	UNCHANGED	16,309	16,309	0	0%	$76.0K	$66.9K	-$9.1K	2026-10-21
Steinberganna Wealth Management	DECREASED	16,298	16,453	-155	-1%	$76.7K	$66.8K	-$9.9K	2026-10-23
B. Riley Wealth Advisors, Inc.	INCREASED	15,191	15,135	+56	+0%	$70.2K	$62.3K	-$7.9K	2026-10-13
Ritholtz Wealth Management	UNCHANGED	15,000	15,000	0	0%	$69.9K	$61.5K	-$8.4K	2026-11-05
Spire Wealth Management	UNCHANGED	14,918	14,918	0	0%	$69.5K	$61.2K	-$8.4K	2026-10-30
Principal Financial Group Inc	INCREASED	14,279	11,278	+3,001	+27%	$52.6K	$58.5K	+$6.0K	2026-11-02
KPP Advisory Services LLC	UNCHANGED	13,160	13,160	0	0%	$61.3K	$54.0K	-$7.4K	2026-10-26
Integrity Alliance, Llc.	DECREASED	12,899	13,830	-931	-7%	$64.5K	$52.9K	-$11.6K	2026-10-29
RMR Wealth Builders	INCREASED	12,270	11,934	+336	+3%	$55.7K	$50.4K	-$5.3K	2026-10-22
Bank of New York Mellon Corp	INCREASED	11,675	10,242	+1,433	+14%	$47.7K	$47.9K	+$139	2026-11-05
E&G Advisors, LLC	UNCHANGED	10,800	10,800	0	0%	$50.3K	$44.3K	-$6.0K	2026-10-13
Oarsman Capital, Inc.	NEW	10,652	—	+10,652	—	—	$43.7K	—	2026-11-05
Eastern Bank	UNCHANGED	10,500	10,500	0	0%	$48.9K	$43.1K	-$5.9K	2026-10-05
Shulman DeMeo Asset Management LLC	DECREASED	10,276	10,294	-18	0%	$48.0K	$41.7K	-$6.2K	2026-10-09
Private Trust Co NA	DECREASED	10,000	24,861	-14,861	-60%	$115.9K	$41.0K	-$74.9K	2026-10-20
Cornerstone Wealth Management, LLC	UNCHANGED	10,000	10,000	0	0%	$46.6K	$41.0K	-$5.6K	2026-11-04
CoreCap Advisors, LLC	UNCHANGED	6,000	6,000	0	0%	$28.0K	$24.6K	-$3.4K	2026-10-08
Hilltop National Bank	UNCHANGED	4,100	4,100	0	0%	$19.1K	$16.8K	-$2.3K	2026-10-14
Smallwood Wealth Investment Management, LLC	INCREASED	2,645	2,586	+59	+2%	$12.1K	$10.8K	-$1.2K	2026-10-30
FNY Investment Advisers, LLC	UNCHANGED	2,600	2,600	0	0%	$12	$10	-$2	2026-10-16
IFP Advisors, Inc	INCREASED	2,152	2,087	+65	+3%	$9.7K	$8.8K	-$902	2026-10-16
Fifth Third Bancorp	UNCHANGED	1,500	1,500	0	0%	$7.0K	$6.2K	-$840	2026-11-05
DiNuzzo Private Wealth, Inc.	UNCHANGED	1,000	1,000	0	0%	$4.7K	$4.1K	-$560	2026-10-16
Highline Wealth Partners LLC	UNCHANGED	1,000	1,000	0	0%	$4.7K	$4.1K	-$560	2026-10-19
Harbor Investment Advisory, LLC	UNCHANGED	49	49	0	0%	$228	$201	-$27	2026-10-13
Marks Group Wealth Management, Inc	CLOSED	0	261,440	-261,440	-100%	$1.2M	$0	-$1.2M	2026-11-05
Imc-Chicago, LLC	CLOSED	0	179,410	-179,410	-100%	$836.1K	$0	-$836.1K	2026-11-05
Iams Wealth Management, LLC	CLOSED	0	30,000	-30,000	-100%	$139.8K	$0	-$139.8K	2026-10-15
Atria Investments, Inc	CLOSED	0	21,856	-21,856	-100%	$101.8K	$0	-$101.8K	2026-10-15
Glenview Trust Co	CLOSED	0	13,010	-13,010	-100%	$60.6K	$0	-$60.6K	2026-10-28
Bryn Mawr Trust Advisors, LLC	CLOSED	0	11,277	-11,277	-100%	$52.6K	$0	-$52.6K	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	6,404	-6,404	-100%	$29.8K	$0	-$29.8K	2026-10-16
Nemes Rush Group LLC	CLOSED	0	2,175	-2,175	-100%	$10.1K	$0	-$10.1K	2026-11-04
Bullseye Investment Management, LLC	CLOSED	0	100	-100	-100%	$466	$0	-$466	2026-10-29
LPL Financial LLC	N/A	—	2,461,220	-2,461,220	-100%	$11.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,828,380	-1,828,380	-100%	$8.5M	—	—	—
UBS Group AG	N/A	—	1,395,218	-1,395,218	-100%	$6.5M	—	—	—
Bank of America Corp	N/A	—	1,364,448	-1,364,448	-100%	$6.4M	—	—	—
Invesco Ltd.	N/A	—	1,300,222	-1,300,222	-100%	$6.1M	—	—	—
Cohen & Steers, Inc.	N/A	—	1,201,591	-1,201,591	-100%	$5.6M	—	—	—
Guggenheim Capital LLC	N/A	—	1,139,957	-1,139,957	-100%	$5.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	986,473	-986,473	-100%	$4.6M	—	—	—
Morgan Stanley	N/A	—	922,885	-922,885	-100%	$4.3M	—	—	—
Cetera Investment Advisers	N/A	—	916,046	-916,046	-100%	$4.3M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	736,603	-736,603	-100%	$3.4M	—	—	—
Principal Securities, Inc.	N/A	—	405,481	-405,481	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	350,455	-350,455	-100%	$1.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	178,530	-178,530	-100%	$832.0K	—	—	—
Raymond James Financial Inc	N/A	—	175,211	-175,211	-100%	$816.5K	—	—	—
Royal Bank of Canada	N/A	—	135,286	-135,286	-100%	$630.0K	—	—	—
Rathbones Group PLC	N/A	—	131,400	-131,400	-100%	$612.3K	—	—	—
BFC Planning, Inc.	N/A	—	124,450	-124,450	-100%	$579.9K	—	—	—
Benjamin Edwards Inc	N/A	—	120,285	-120,285	-100%	$560.5K	—	—	—
Legend Capital Advisors LLC	N/A	—	116,357	-116,357	-100%	$542.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	116,127	-116,127	-100%	$541.2K	—	—	—
Western Wealth Management, LLC	N/A	—	108,255	-108,255	-100%	$504.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	91,600	-91,600	-100%	$426.9K	—	—	—
PFG Investments, LLC	N/A	—	84,456	-84,456	-100%	$393.6K	—	—	—
MML Investors Services, LLC	N/A	—	72,179	-72,179	-100%	$336.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	71,357	-71,357	-100%	$332.5K	—	—	—
XTX Topco Ltd	N/A	—	67,883	-67,883	-100%	$316.3K	—	—	—
Jane Street Group, LLC	N/A	—	61,108	-61,108	-100%	$284.8K	—	—	—
Stifel Financial Corp	N/A	—	53,021	-53,021	-100%	$247.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	50,042	-50,042	-100%	$233.2K	—	—	—
Advisors Asset Management, Inc.	N/A	—	47,680	-47,680	-100%	$222.2K	—	—	—
Marex Group Ltd	N/A	—	44,907	-44,907	-100%	$209.3K	—	—	—
Commerce Bank	N/A	—	44,543	-44,543	-100%	$207.6K	—	—	—
Carl P. Sherr & Co., LLC	N/A	—	36,800	-36,800	-100%	$171.5K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	35,395	-35,395	-100%	$164.9K	—	—	—
Moors & Cabot, Inc.	N/A	—	35,350	-35,350	-100%	$164.7K	—	—	—
HRT Financial LP	N/A	—	35,212	-35,212	-100%	$164.0K	—	—	—
Allworth Financial LP	N/A	—	34,736	-34,736	-100%	$161.9K	—	—	—
BlackRock, Inc.	N/A	—	33,762	-33,762	-100%	$157.3K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	29,025	-29,025	-100%	$136.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	27,361	-27,361	-100%	$127.5K	—	—	—
Bessemer Group Inc	N/A	—	25,000	-25,000	-100%	$117.0K	—	—	—
Boothbay Fund Management, LLC	N/A	—	24,657	-24,657	-100%	$114.9K	—	—	—
Virtu Financial LLC	N/A	—	24,571	-24,571	-100%	$115.0K	—	—	—
Centric Wealth Management	N/A	—	23,940	-23,940	-100%	$111.8K	—	—	—
Valley Financial Group, Inc.	N/A	—	23,723	-23,723	-100%	$110.5K	—	—	—
Captrust Financial Advisors	N/A	—	21,372	-21,372	-100%	$99.6K	—	—	—
Clear Street Group Inc.	N/A	—	20,161	-20,161	-100%	$94.0K	—	—	—
Ceeto Capital Group, LLC	N/A	—	20,000	-20,000	-100%	$94.0K	—	—	—
Nomura Holdings Inc	N/A	—	20,000	-20,000	-100%	$93.2K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	19,996	-19,996	-100%	$93.2K	—	—	—
Strategic Financial Partners, Ltd.	N/A	—	19,912	-19,912	-100%	$92.8K	—	—	—
Kovack Advisors, Inc.	N/A	—	16,511	-16,511	-100%	$76.9K	—	—	—
Scotia Capital Inc.	N/A	—	15,850	-15,850	-100%	$73.9K	—	—	—
HighTower Advisors, LLC	N/A	—	14,262	-14,262	-100%	$66.5K	—	—	—
Madison Wealth Partners, Inc	N/A	—	13,950	-13,950	-100%	$65.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	10,871	-10,871	-100%	$50.7K	—	—	—
Curi Capital, LLC	N/A	—	10,480	-10,480	-100%	$49.3K	—	—	—
Highland Investment Advisors LLC	N/A	—	10,085	-10,085	-100%	$47.0K	—	—	—
49 Wealth Management, LLC	N/A	—	10,000	-10,000	-100%	$46.6K	—	—	—
Alongside, LLC	N/A	—	10,000	-10,000	-100%	$46.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	5,577	-5,577	-100%	$26.0K	—	—	—
JPMorgan Chase & Co	N/A	—	2,800	-2,800	-100%	$13.0K	—	—	—
Harbour Investments, Inc.	N/A	—	2,175	-2,175	-100%	$10.1K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	2,027	-2,027	-100%	$9.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	2,000	-2,000	-100%	$9.3K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	1,027	-1,027	-100%	$4.8K	—	—	—
Hollencrest Capital Management	N/A	—	833	-833	-100%	$3.9K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	825	-825	-100%	$3.8K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	813	-813	-100%	$3.8K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	500	-500	-100%	$2.3K	—	—	—
SHP Wealth Management	N/A	—	389	-389	-100%	$1.8K	—	—	—
Rothschild Investment LLC	N/A	—	126	-126	-100%	$587	—	—	—

Showing 142 of 142 institutions