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Pimco Ultra Shrt Govt Active (BILZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Beacon Capital Management, LLC
INCREASED
Shares431,572 from 421,207
Change+10,365 (+2%)
Value$43.5M (+$1.0M)
Filed 2026-10-23
Summit Financial Wealth Advisors, LLC
INCREASED
Shares325,677 from 316,805
Change+8,872 (+3%)
Value$32.9M (+$889.0K)
Filed 2026-10-15
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares293,842 from 284,589
Change+9,253 (+3%)
Value$29.7M (+$928.0K)
Filed 2026-10-29
Biltmore Wealth Management, LLC
INCREASED
Shares268,661 from 263,637
Change+5,024 (+2%)
Value$27.1M (+$501.7K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares219,606 from 138,046
Change+81,560 (+59%)
Value$22.2M (+$8.2M)
Filed 2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares195,723 from 177,678
Change+18,045 (+10%)
Value$19.8M (+$1.8M)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
DECREASED
Shares92,578 from 94,845
Change-2,267 (-2%)
Value$9.3M (-$230.6K)
Filed 2026-11-02
POM Investment Strategies, LLC
INCREASED
Shares74,693 from 45,501
Change+29,192 (+64%)
Value$7.5M (+$2.9M)
Filed 2026-10-20
Kooman & Associates
INCREASED
Shares68,193 from 65,055
Change+3,138 (+5%)
Value$6.9M (+$315.4K)
Filed 2026-10-21
FIG Financial Advisory Services Inc
DECREASED
Shares50,049 from 51,562
Change-1,513 (-3%)
Value$5.1M (-$153.7K)
Filed 2026-10-07
Heirloom Wealth Management
NEW
Shares48,639
Change+48,639
Value$4.9M
Filed 2026-10-14
Southland Equity Partners LLC
INCREASED
Shares47,984 from 37,076
Change+10,908 (+29%)
Value$4.8M (+$1.1M)
Filed 2026-10-14
Wellment Financial
DECREASED
Shares47,787 from 51,511
Change-3,724 (-7%)
Value$4.8M (-$376.7K)
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares42,252 from 35,548
Change+6,704 (+19%)
Value$4.3M (+$680.8K)
Filed 2026-11-02
Aegis Wealth Management, Inc.
DECREASED
Shares40,806 from 51,964
Change-11,158 (-21%)
Value$4.1M (-$1.1M)
Filed 2026-10-26
SFG Wealth Management, Llc.
INCREASED
Shares37,559 from 36,999
Change+560 (+2%)
Value$3.8M (+$55.7K)
Filed 2026-10-23
Boomfish Wealth Group, LLC
INCREASED
Shares32,867 from 28,428
Change+4,439 (+16%)
Value$3.3M (+$447.3K)
Filed 2026-10-22
Howard Bailey Securities, LLC
DECREASED
Shares32,721 from 33,625
Change-904 (-3%)
Value$3.3M (-$91.9K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
INCREASED
Shares29,662 from 20,564
Change+9,098 (+44%)
Value$3.0M (+$917.7K)
Filed 2026-11-04
Integrated Wealth Management
INCREASED
Shares29,501 from 28,416
Change+1,085 (+4%)
Value$3.0M (+$108.9K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED
Shares27,016 from 26,988
Change+28 (+0%)
Value$2.7M (+$2.3K)
Filed 2026-10-21
Able Financial Group, LLC
DECREASED
Shares26,769 from 27,945
Change-1,176 (-4%)
Value$2.7M (-$119.2K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares26,192 from 31,035
Change-4,843 (-16%)
Value$2.6M (-$489.3K)
Filed 2026-10-08
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares26,141 from 28,047
Change-1,906 (-7%)
Value$2.6M (-$193.0K)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
DECREASED
Shares23,981 from 24,342
Change-361 (-1%)
Value$2.4M (-$36.9K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares18,990 from 19,098
Change-108 (-1%)
Value$1.9M (-$11.2K)
Filed 2026-11-02
Trek Financial, LLC
INCREASED
Shares18,585 from 10,444
Change+8,141 (+78%)
Value$1.9M (+$821.3K)
Filed 2026-10-29
Patten & Patten Inc
INCREASED
Shares17,479 from 16,085
Change+1,394 (+9%)
Value$1.8M (+$140.3K)
Filed 2026-10-26
MGO One Seven LLC
NEW
Shares17,223
Change+17,223
Value$1.7M
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares16,377 from 15,411
Change+966 (+6%)
Value$1.7M (+$97.1K)
Filed 2026-11-03
FWG Investments, Llc.
DECREASED
Shares15,860 from 21,256
Change-5,396 (-25%)
Value$1.6M (-$544.9K)
Filed 2026-11-03
Smart Wealth LLC
DECREASED
Shares15,845 from 287,474
Change-271,629 (-94%)
Value$1.6M (-$27.4M)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares14,964 from 16,421
Change-1,457 (-9%)
Value$1.5M (-$147.3K)
Filed 2026-11-04
Apella Capital, LLC
UNCHANGED
Shares13,668 from 13,668
Change0 (0%)
Value$1.4M (-$273)
Filed 2026-10-08
Csenge Advisory Group
DECREASED
Shares13,484 from 19,819
Change-6,335 (-32%)
Value$1.4M (-$639.6K)
Filed 2026-11-04
Centennial Advisors, LLC
DECREASED
Shares12,149 from 13,124
Change-975 (-7%)
Value$1.2M (-$98.7K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,280 from 12,920
Change-1,640 (-13%)
Value$1.1K (-$1.3M)
Filed 2026-11-02
Great Lakes Retirement, Inc.
DECREASED
Shares11,251 from 12,232
Change-981 (-8%)
Value$1.1M (-$99.3K)
Filed 2026-10-26
Silverlake Wealth Management LLC
DECREASED
Shares9,594 from 9,792
Change-198 (-2%)
Value$968.1K (-$20.2K)
Filed 2026-10-21
Mosley Wealth Management
INCREASED
Shares9,577 from 7,875
Change+1,702 (+22%)
Value$965.0K (+$170.2K)
Filed 2026-10-16
Base Wealth Management LLC
DECREASED
Shares7,732 from 7,763
Change-31 (0%)
Value$780.3K (-$3.3K)
Filed 2026-10-21
LifeWealth Investments, LLC
DECREASED
Shares7,653 from 10,907
Change-3,254 (-30%)
Value$772.3K (-$328.6K)
Filed 2026-10-21
Golden Reserve Retirement LLC
INCREASED
Shares6,376 from 5,910
Change+466 (+8%)
Value$643.4K (+$46.9K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares5,342 from 6,826
Change-1,484 (-22%)
Value$539.0K (-$149.9K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
NEW
Shares5,305
Change+5,305
Value$535.3K
Filed 2026-11-02
Advisor OS, LLC
NEW
Shares5,244
Change+5,244
Value$529.2K
Filed 2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED
Shares5,025 from 5,249
Change-224 (-4%)
Value$507.1K (-$22.7K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares4,984 from 4,939
Change+45 (+1%)
Value$503.0K (+$4.4K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares4,773 from 5,276
Change-503 (-10%)
Value$481.6K (-$50.9K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
NEW
Shares4,521
Change+4,521
Value$456.2K
Filed 2026-10-08
Key Capital Management, Inc
INCREASED
Shares4,465 from 3,976
Change+489 (+12%)
Value$450.6K (+$49.3K)
Filed 2026-11-03
Dean, Jacobson Financial Services, LLC
UNCHANGED
Shares3,864 from 3,864
Change0 (0%)
Value$389.9K (-$78)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares3,524 from 3,729
Change-205 (-5%)
Value$355.6K (-$20.0K)
Filed 2026-10-30
Evolution Wealth Management Inc.
INCREASED
Shares3,411 from 3,167
Change+244 (+8%)
Value$344.2K (+$24.6K)
Filed 2026-10-28
Montgomery Financial Services LLC
DECREASED
Shares3,137 from 3,252
Change-115 (-4%)
Value$316.6K (-$11.7K)
Filed 2026-11-03
Williams & Novak Wealth Management, LLC
DECREASED
Shares2,719 from 7,641
Change-4,922 (-64%)
Value$274.4K (-$496.8K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares2,552 from 2,449
Change+103 (+4%)
Value$257.6K (+$10.5K)
Filed 2026-11-03
Security Financial Services, Inc.
DECREASED
Shares2,379 from 2,438
Change-59 (-2%)
Value$240.1K (-$6.0K)
Filed 2026-10-29
Visionary Wealth Advisors
DECREASED
Shares2,332 from 2,425
Change-93 (-4%)
Value$235.3K (-$9.5K)
Filed 2026-11-04
Lodestone Wealth Management LLC
DECREASED
Shares2,191 from 2,224
Change-33 (-1%)
Value$221.1K (-$3.3K)
Filed 2026-10-14
Bangor Savings Bank
NEW
Shares2,100
Change+2,100
Value$211.9K
Filed 2026-10-06
Krilogy Financial LLC
INCREASED
Shares2,039 from 2,033
Change+6 (+0%)
Value$205.4K (+$222)
Filed 2026-10-13
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$151.4K (-$30)
Filed 2026-10-13
Decker Retirement Planning Inc.
DECREASED
Shares958 from 1,002
Change-44 (-4%)
Value$96.7K (-$4.5K)
Filed 2026-10-19
Latitude Advisors, LLC
NEW
Shares673
Change+673
Value$67.9K
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares624 from 618
Change+6 (+1%)
Value$62.9K (+$565)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
NEW
Shares222
Change+222
Value$22.4K
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$7.8K (-$2)
Filed 2026-10-16
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 3,769
Change-3,769 (-100%)
Value$0 (-$380.4K)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 1,399,384
Change-1,399,384 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 559,113
Change-559,113 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 472,404
Change-472,404 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 405,580
Change-405,580 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 318,743
Change-318,743 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 229,978
Change-229,978 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 215,191
Change-215,191 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 212,838
Change-212,838 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 132,117
Change-132,117 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 112,857
Change-112,857 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 102,565
Change-102,565 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 89,838
Change-89,838 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 83,111
Change-83,111 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 69,673
Change-69,673 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 66,223
Change-66,223 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 64,457
Change-64,457 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 49,237
Change-49,237 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 48,646
Change-48,646 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,742
Change-37,742 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,121
Change-32,121 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 31,348
Change-31,348 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,102
Change-31,102 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 27,258
Change-27,258 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 26,912
Change-26,912 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 25,249
Change-25,249 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 24,492
Change-24,492 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,646
Change-21,646 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,375
Change-20,375 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 20,260
Change-20,260 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,007
Change-18,007 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,918
Change-16,918 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 16,857
Change-16,857 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,823
Change-14,823 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,339
Change-11,339 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 10,897
Change-10,897 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,747
Change-9,747 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
UBS Group AG
N/A
Shares— from 741
Change-741 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 395
Change-395 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 240
Change-240 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 71
Change-71 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 61
Change-61 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 51
Change-51 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46
Change-46 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Beacon Capital Management, LLC
INCREASED431,572421,207+10,365+2%$42.5M$43.5M+$1.0M2026-10-23
Summit Financial Wealth Advisors, LLC
INCREASED325,677316,805+8,872+3%$32.0M$32.9M+$889.0K2026-10-15
Walled Lake Planning & Wealth Management, LLC
INCREASED293,842284,589+9,253+3%$28.7M$29.7M+$928.0K2026-10-29
Biltmore Wealth Management, LLC
INCREASED268,661263,637+5,024+2%$26.6M$27.1M+$501.7K2026-10-09
Parallel Advisors, LLC
INCREASED219,606138,046+81,560+59%$13.9M$22.2M+$8.2M2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED195,723177,678+18,045+10%$17.9M$19.8M+$1.8M2026-10-21
Lloyd Advisory Services, Llc.
DECREASED92,57894,845-2,267-2%$9.6M$9.3M-$230.6K2026-11-02
POM Investment Strategies, LLC
INCREASED74,69345,501+29,192+64%$4.6M$7.5M+$2.9M2026-10-20
Kooman & Associates
INCREASED68,19365,055+3,138+5%$6.6M$6.9M+$315.4K2026-10-21
FIG Financial Advisory Services Inc
DECREASED50,04951,562-1,513-3%$5.2M$5.1M-$153.7K2026-10-07
Heirloom Wealth Management
NEW48,639—+48,639——$4.9M—2026-10-14
Southland Equity Partners LLC
INCREASED47,98437,076+10,908+29%$3.7M$4.8M+$1.1M2026-10-14
Wellment Financial
DECREASED47,78751,511-3,724-7%$5.2M$4.8M-$376.7K2026-10-28
Asset One Wealth Management LLC
INCREASED42,25235,548+6,704+19%$3.6M$4.3M+$680.8K2026-11-02
Aegis Wealth Management, Inc.
DECREASED40,80651,964-11,158-21%$5.2M$4.1M-$1.1M2026-10-26
SFG Wealth Management, Llc.
INCREASED37,55936,999+560+2%$3.7M$3.8M+$55.7K2026-10-23
Boomfish Wealth Group, LLC
INCREASED32,86728,428+4,439+16%$2.9M$3.3M+$447.3K2026-10-22
Howard Bailey Securities, LLC
DECREASED32,72133,625-904-3%$3.4M$3.3M-$91.9K2026-10-27
Elevated Capital Advisors, LLC
INCREASED29,66220,564+9,098+44%$2.1M$3.0M+$917.7K2026-11-04
Integrated Wealth Management
INCREASED29,50128,416+1,085+4%$2.9M$3.0M+$108.9K2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED27,01626,988+28+0%$2.7M$2.7M+$2.3K2026-10-21
Able Financial Group, LLC
DECREASED26,76927,945-1,176-4%$2.8M$2.7M-$119.2K2026-10-14
Farther Finance Advisors, LLC
DECREASED26,19231,035-4,843-16%$3.1M$2.6M-$489.3K2026-10-08
B.O.S.S. Retirement Advisors, LLC
DECREASED26,14128,047-1,906-7%$2.8M$2.6M-$193.0K2026-10-26
Outlook Wealth Advisors, LLC
DECREASED23,98124,342-361-1%$2.5M$2.4M-$36.9K2026-10-28
Commonwealth Equity Services, LLC
DECREASED18,99019,098-108-1%$1.9M$1.9M-$11.2K2026-11-02
Trek Financial, LLC
INCREASED18,58510,444+8,141+78%$1.1M$1.9M+$821.3K2026-10-29
Patten & Patten Inc
INCREASED17,47916,085+1,394+9%$1.6M$1.8M+$140.3K2026-10-26
MGO One Seven LLC
NEW17,223—+17,223——$1.7M—2026-10-28
Networth Advisors, LLC
INCREASED16,37715,411+966+6%$1.6M$1.7M+$97.1K2026-11-03
FWG Investments, Llc.
DECREASED15,86021,256-5,396-25%$2.1M$1.6M-$544.9K2026-11-03
Smart Wealth LLC
DECREASED15,845287,474-271,629-94%$29.0M$1.6M-$27.4M2026-11-04
Tounjian Advisory Partners, LLC
DECREASED14,96416,421-1,457-9%$1.7M$1.5M-$147.3K2026-11-04
Apella Capital, LLC
UNCHANGED13,66813,66800%$1.4M$1.4M-$2732026-10-08
Csenge Advisory Group
DECREASED13,48419,819-6,335-32%$2.0M$1.4M-$639.6K2026-11-04
Centennial Advisors, LLC
DECREASED12,14913,124-975-7%$1.3M$1.2M-$98.7K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED11,28012,920-1,640-13%$1.3M$1.1K-$1.3M2026-11-02
Great Lakes Retirement, Inc.
DECREASED11,25112,232-981-8%$1.2M$1.1M-$99.3K2026-10-26
Silverlake Wealth Management LLC
DECREASED9,5949,792-198-2%$988.3K$968.1K-$20.2K2026-10-21
Mosley Wealth Management
INCREASED9,5777,875+1,702+22%$794.8K$965.0K+$170.2K2026-10-16
Base Wealth Management LLC
DECREASED7,7327,763-310%$783.5K$780.3K-$3.3K2026-10-21
LifeWealth Investments, LLC
DECREASED7,65310,907-3,254-30%$1.1M$772.3K-$328.6K2026-10-21
Golden Reserve Retirement LLC
INCREASED6,3765,910+466+8%$596.5K$643.4K+$46.9K2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED5,3426,826-1,484-22%$688.9K$539.0K-$149.9K2026-11-02
Walkner Condon Financial Advisors LLC
NEW5,305—+5,305——$535.3K—2026-11-02
Advisor OS, LLC
NEW5,244—+5,244——$529.2K—2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED5,0255,249-224-4%$529.8K$507.1K-$22.7K2026-11-04
Kestra Advisory Services, LLC
INCREASED4,9844,939+45+1%$498.5K$503.0K+$4.4K2026-11-02
Kingdom Financial Group Llc.
DECREASED4,7735,276-503-10%$532.5K$481.6K-$50.9K2026-11-04
Avidian Wealth Enterprises, LLC
NEW4,521—+4,521——$456.2K—2026-10-08
Key Capital Management, Inc
INCREASED4,4653,976+489+12%$401.3K$450.6K+$49.3K2026-11-03
Dean, Jacobson Financial Services, LLC
UNCHANGED3,8643,86400%$390.0K$389.9K-$782026-10-29
Compass Financial Management LLC
DECREASED3,5243,729-205-5%$375.6K$355.6K-$20.0K2026-10-30
Evolution Wealth Management Inc.
INCREASED3,4113,167+244+8%$319.6K$344.2K+$24.6K2026-10-28
Montgomery Financial Services LLC
DECREASED3,1373,252-115-4%$328.2K$316.6K-$11.7K2026-11-03
Williams & Novak Wealth Management, LLC
DECREASED2,7197,641-4,922-64%$771.2K$274.4K-$496.8K2026-10-09
StoneX Group Inc.
INCREASED2,5522,449+103+4%$247.2K$257.6K+$10.5K2026-11-03
Security Financial Services, Inc.
DECREASED2,3792,438-59-2%$246.1K$240.1K-$6.0K2026-10-29
Visionary Wealth Advisors
DECREASED2,3322,425-93-4%$244.8K$235.3K-$9.5K2026-11-04
Lodestone Wealth Management LLC
DECREASED2,1912,224-33-1%$224.5K$221.1K-$3.3K2026-10-14
Bangor Savings Bank
NEW2,100—+2,100——$211.9K—2026-10-06
Krilogy Financial LLC
INCREASED2,0392,033+6+0%$205.2K$205.4K+$2222026-10-13
Harbor Investment Advisory, LLC
UNCHANGED1,5001,50000%$151.4K$151.4K-$302026-10-13
Decker Retirement Planning Inc.
DECREASED9581,002-44-4%$101.1K$96.7K-$4.5K2026-10-19
Latitude Advisors, LLC
NEW673—+673——$67.9K—2026-10-27
GGM Financial LLC
INCREASED624618+6+1%$62.4K$62.9K+$5652026-11-05
EverSource Wealth Advisors, LLC
NEW222—+222——$22.4K—2026-11-04
IFP Advisors, Inc
UNCHANGED777700%$7.8K$7.8K-$22026-10-16
Acorn Financial Advisory Services Inc
CLOSED03,769-3,769-100%$380.4K$0-$380.4K2026-11-02
CoreCap Advisors, LLC
CLOSED0312-312-100%$31.5K$0-$31.5K2026-10-08
AE Wealth Management LLC
N/A—1,399,384-1,399,384-100%$141.2M———
Delta Investment Management, LLC
N/A—559,113-559,113-100%$56.4M———
Captrust Financial Advisors
N/A—472,404-472,404-100%$47.7M———
Allianz Asset Management GmbH
N/A—405,580-405,580-100%$40.9M———
LPL Financial LLC
N/A—318,743-318,743-100%$32.2M———
Goldman Sachs Group Inc
N/A—229,978-229,978-100%$23.2M———
Access Financial Services, Inc.
N/A—215,191-215,191-100%$21.7M———
Authentikos Wealth Advisory, LLC
N/A—212,838-212,838-100%$21.5M———
Tower Research Capital LLC (TRC)
N/A—132,117-132,117-100%$13.3M———
Royal Bank of Canada
N/A—112,857-112,857-100%$11.4M———
Susquehanna International Group, LLP
N/A—102,565-102,565-100%$10.4M———
Thrivent Financial for Lutherans
N/A—89,838-89,838-100%$9.1M———
Essex Financial Services, Inc.
N/A—83,111-83,111-100%$8.4M———
Bridgewealth Advisory Group, LLC
N/A—69,673-69,673-100%$7.0M———
Private Advisory Group LLC
N/A—66,223-66,223-100%$6.7M———
HRT Financial LP
N/A—64,457-64,457-100%$6.5M———
Vance Wealth, LLC
N/A—49,237-49,237-100%$5.0M———
Trajan Wealth LLC
N/A—48,646-48,646-100%$4.9M———
NewEdge Advisors, LLC
N/A—37,742-37,742-100%$3.8M———
Citadel Advisors LLC
N/A—32,121-32,121-100%$3.2M———
Addison Capital Co
N/A—31,348-31,348-100%$3.2M———
Osaic Holdings, Inc.
N/A—31,102-31,102-100%$3.1M———
Astoria Portfolio Advisors Llc.
N/A—27,258-27,258-100%$2.8M———
Mutual Advisors, LLC
N/A—26,912-26,912-100%$2.7M———
SEI Investments Co
N/A—25,249-25,249-100%$2.5M———
Janney Montgomery Scott LLC
N/A—24,492-24,492-100%$2.5M———
Private Advisor Group, LLC
N/A—21,646-21,646-100%$2.2M———
Integrated Wealth Concepts LLC
N/A—20,375-20,375-100%$2.1M———
FSA Advisors, Inc.
N/A—20,260-20,260-100%$2.0M———
Stifel Financial Corp
N/A—18,007-18,007-100%$1.8M———
WCG Wealth Advisors LLC
N/A—16,918-16,918-100%$1.7M———
Precision Wealth Strategies, LLC
N/A—16,857-16,857-100%$1.7M———
Envestnet Asset Management Inc
N/A—14,823-14,823-100%$1.5M———
GTS Securities LLC
N/A—12,286-12,286-100%$1.2M———
Snowden Capital Advisors LLC
N/A—11,339-11,339-100%$1.1M———
Richmond Brothers, Inc.
N/A—10,897-10,897-100%$1.1M———
MML Investors Services, LLC
N/A—9,747-9,747-100%$983.8K———
Sanctuary Advisors, LLC
N/A—9,070-9,070-100%$915.4K———
FreeGulliver LLC
N/A—7,959-7,959-100%$803.3K———
Arax Advisory Partners
N/A—6,175-6,175-100%$623.3K———
Stratos Wealth Partners, Ltd.
N/A—5,818-5,818-100%$587.2K———
Raymond James Financial Inc
N/A—4,377-4,377-100%$441.8K———
Nest Investments, LLC
N/A—3,978-3,978-100%$401.5K———
Founders Financial Alliance, LLC
N/A—3,952-3,952-100%$398.9K———
IFG Advisory, LLC
N/A—2,819-2,819-100%$284.5K———
United Capital Financial Advisors, LLC
N/A—2,528-2,528-100%$255.2K———
Kingsview Wealth Management, LLC
N/A—2,474-2,474-100%$249.7K———
Pathstone Holdings, LLC
N/A—2,284-2,284-100%$230.5K———
Modern Wealth Management, LLC
N/A—2,135-2,135-100%$215.5K———
Rialto Wealth Management, LLC
N/A—1,753-1,753-100%$176.9K———
BFC Planning, Inc.
N/A—850-850-100%$85.8K———
UBS Group AG
N/A—741-741-100%$74.8K———
Bank of Montreal
N/A—395-395-100%$39.9K———
Huntington National Bank
N/A—240-240-100%$24.2K———
Geneos Wealth Management Inc.
N/A—99-99-100%$10.0K———
Fifth Third Bancorp
N/A—71-71-100%$7.2K———
Northwestern Mutual Wealth Management Co
N/A—61-61-100%$6.2K———
Steward Partners Investment Advisory, LLC
N/A—55-55-100%$5.6K———
Morgan Stanley
N/A—51-51-100%$5.1K———
HHM Wealth Advisors, LLC
N/A—50-50-100%$5.0K———
JPMorgan Chase & Co
N/A—46-46-100%$4.6K———
Coppell Advisory Solutions LLC
N/A—15-15-100%$282.9K———
Showing 132 of 132 institutions