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Pimco Municipal Income Oppor (MINO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cardinal Point Capital Management ULC
INCREASED
Shares614,813 from 589,978
Change+24,835 (+4%)
Value$26.2M (-$812.5K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares333,184 from 276,685
Change+56,499 (+20%)
Value$14.2M (+$1.5M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares209,429 from 148,702
Change+60,727 (+41%)
Value$8.9M (+$2.1M)
Filed 2026-10-13
Asio Capital, LLC
INCREASED
Shares207,005 from 198,403
Change+8,602 (+4%)
Value$8.8M (-$262.6K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares140,863 from 170,345
Change-29,482 (-17%)
Value$6.0M (-$1.8M)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares139,952 from 319,021
Change-179,069 (-56%)
Value$6.0M (-$8.6M)
Filed 2026-11-04
Sprinkle Financial Consultants LLC
INCREASED
Shares136,596 from 122,760
Change+13,836 (+11%)
Value$5.8M (+$200.1K)
Filed 2026-10-09
Cooper Capital Advisors LLC
NEW
Shares119,263
Change+119,263
Value$5.1M
Filed 2026-10-29
Resonant Capital Advisors, LLC
NEW
Shares103,792
Change+103,792
Value$4.4M
Filed 2026-10-15
Able Wealth Management LLC
INCREASED
Shares100,113 from 98,000
Change+2,113 (+2%)
Value$4.3M (-$216.7K)
Filed 2026-10-13
Paulson Wealth Management Inc.
INCREASED
Shares97,782 from 90,065
Change+7,717 (+9%)
Value$4.2M (+$43.2K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares96,201 from 74,217
Change+21,984 (+30%)
Value$4.1M (+$701.0K)
Filed 2026-11-03
True North Advisors, LLC
DECREASED
Shares89,302 from 140,914
Change-51,612 (-37%)
Value$3.8M (-$2.6M)
Filed 2026-10-22
Tortoise Investment Management, LLC
DECREASED
Shares87,192 from 126,080
Change-38,888 (-31%)
Value$3.7M (-$2.1M)
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED
Shares86,255 from 85,925
Change+330 (+0%)
Value$3.7M (-$258.3K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares80,297 from 76,780
Change+3,517 (+5%)
Value$3.4M (-$93.6K)
Filed 2026-11-02
Mason & Associates, LLC
INCREASED
Shares68,941 from 54,508
Change+14,433 (+26%)
Value$2.9M (+$441.9K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares62,831 from 26,748
Change+36,083 (+135%)
Value$2.7M (+$1.5M)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares61,101 from 54,986
Change+6,115 (+11%)
Value$2.6K (-$2.5M)
Filed 2026-11-02
Landmark Wealth Management, LLC
INCREASED
Shares52,409 from 26,094
Change+26,315 (+101%)
Value$2.2M (+$1.0M)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares50,493 from 60,761
Change-10,268 (-17%)
Value$2.2M (-$629.9K)
Filed 2026-11-04
Mayfair Advisory Group, LLC
INCREASED
Shares49,776 from 32,911
Change+16,865 (+51%)
Value$2.1M (+$644.9K)
Filed 2026-10-20
Laurel Wealth Planning LLC
DECREASED
Shares48,850 from 50,818
Change-1,968 (-4%)
Value$2.1M (-$244.9K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares47,011 from 47,618
Change-607 (-1%)
Value$2.0M (-$176.8K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares43,277
Change+43,277
Value$1.8M
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares39,895 from 35,420
Change+4,475 (+13%)
Value$1.7M (+$78.3K)
Filed 2026-11-04
Carolina Wealth Management Inc
INCREASED
Shares39,520 from 17,174
Change+22,346 (+130%)
Value$1.7M (+$897.3K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares38,626 from 16,943
Change+21,683 (+128%)
Value$1.7M (+$877.1K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
INCREASED
Shares38,433 from 9,533
Change+28,900 (+303%)
Value$1.6M (+$1.2M)
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares37,056 from 40,773
Change-3,717 (-9%)
Value$1.6M (-$287.6K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares35,955 from 20,580
Change+15,375 (+75%)
Value$1.5M (+$589.6K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares33,178 from 72,498
Change-39,320 (-54%)
Value$1.4M (-$1.9M)
Filed 2026-10-29
Summit Investment Advisory Services, LLC
INCREASED
Shares31,729 from 27,319
Change+4,410 (+16%)
Value$1.4M (+$101.3K)
Filed 2026-11-03
Trademark Financial Management, LLC
DECREASED
Shares28,087 from 29,793
Change-1,706 (-6%)
Value$1.2M (-$167.1K)
Filed 2026-10-23
Park Capital Management, LLC / WI
INCREASED
Shares25,873 from 25,209
Change+664 (+3%)
Value$1.1M (-$51.6K)
Filed 2026-10-13
Destiny Wealth Partners, LLC
INCREASED
Shares24,595 from 19,172
Change+5,423 (+28%)
Value$1.1M (+$223.4K)
Filed 2026-11-05
Clarity Asset Management, Inc.
DECREASED
Shares24,400 from 26,471
Change-2,071 (-8%)
Value$1.0M (-$172.1K)
Filed 2026-10-14
Dahring | Cusmano LLC
INCREASED
Shares23,838 from 21,273
Change+2,565 (+12%)
Value$1.0M (+$41.8K)
Filed 2026-11-03
TrueWealth Advisors, LLC
INCREASED
Shares22,716 from 21,052
Change+1,664 (+8%)
Value$967.5K (+$4.1K)
Filed 2026-10-09
Hedeker Wealth, LLC
INCREASED
Shares22,490 from 18,134
Change+4,356 (+24%)
Value$957.8K (+$128.0K)
Filed 2026-10-23
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares20,462 from 28,498
Change-8,036 (-28%)
Value$871.5K (-$432.6K)
Filed 2026-11-03
Eagle Rock Investment Company, LLC
NEW
Shares20,410
Change+20,410
Value$869.3K
Filed 2026-10-21
Peoples Bank
NEW
Shares20,325
Change+20,325
Value$865.6K
Filed 2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$851.8K (-$63.4K)
Filed 2026-10-26
BAM Wealth Management, LLC
DECREASED
Shares19,426 from 28,105
Change-8,679 (-31%)
Value$827.4K (-$458.7K)
Filed 2026-10-15
Waterway Wealth Management, LLC
DECREASED
Shares18,434 from 92,917
Change-74,483 (-80%)
Value$785.1K (-$3.5M)
Filed 2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED
Shares17,488 from 38,226
Change-20,738 (-54%)
Value$744.8K (-$1.0M)
Filed 2026-10-16
LifeGoal Investments, LLC
NEW
Shares17,309
Change+17,309
Value$737.2K
Filed 2026-10-09
Nilsine Partners, LLC
NEW
Shares16,200
Change+16,200
Value$690.0K
Filed 2026-11-02
626 Financial, LLC
NEW
Shares14,689
Change+14,689
Value$625.6K
Filed 2026-11-04
Premier Path Wealth Partners, LLC
INCREASED
Shares14,505 from 9,583
Change+4,922 (+51%)
Value$617.8K (+$179.3K)
Filed 2026-10-16
Worth Asset Management, LLC
INCREASED
Shares14,503 from 11,600
Change+2,903 (+25%)
Value$617.7K (+$86.9K)
Filed 2026-10-07
Perigon Wealth Management, LLC
INCREASED
Shares14,220 from 13,641
Change+579 (+4%)
Value$605.6K (-$18.5K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares13,844 from 7,804
Change+6,040 (+77%)
Value$610.8K (+$253.7K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares12,865 from 8,482
Change+4,383 (+52%)
Value$547.9K (+$159.8K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares12,579 from 5,464
Change+7,115 (+130%)
Value$535.7K (+$285.7K)
Filed 2026-11-05
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$511.1K (-$38.0K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares11,634 from 4,907
Change+6,727 (+137%)
Value$495.5K (+$271.0K)
Filed 2026-11-04
Breakwater Capital Group
DECREASED
Shares9,955 from 11,793
Change-1,838 (-16%)
Value$424.0K (-$115.7K)
Filed 2026-10-09
Avaii Wealth Management, LLC
INCREASED
Shares9,931 from 9,810
Change+121 (+1%)
Value$422.4K (-$26.5K)
Filed 2026-10-09
Private Trust Co NA
INCREASED
Shares9,810 from 8,773
Change+1,037 (+12%)
Value$417.8K (+$16.4K)
Filed 2026-10-20
Thrivent Financial for Lutherans
NEW
Shares9,330
Change+9,330
Value$397
Filed 2026-11-05
Emergent Wealth Advisors, LLC
INCREASED
Shares9,097 from 8,013
Change+1,084 (+14%)
Value$387.5K (+$20.8K)
Filed 2026-10-09
Formidable Asset Management, LLC
UNCHANGED
Shares8,946 from 8,946
Change0 (0%)
Value$409.4K (+$5.3K)
Filed 2026-11-03
Financial Synergies Wealth Advisors, Inc.
NEW
Shares8,791
Change+8,791
Value$374.4K
Filed 2026-10-16
McAdam, LLC
DECREASED
Shares8,428 from 109,529
Change-101,101 (-92%)
Value$358.9K (-$4.7M)
Filed 2026-10-21
Clear Point Advisors Inc.
INCREASED
Shares8,170 from 8,095
Change+75 (+1%)
Value$348.0K (-$22.4K)
Filed 2026-10-30
Williams & Novak Wealth Management, LLC
DECREASED
Shares8,105 from 10,650
Change-2,545 (-24%)
Value$345.2K (-$142.2K)
Filed 2026-10-09
StrongBox Wealth, LLC
INCREASED
Shares8,093 from 1,038
Change+7,055 (+680%)
Value$344.7K (+$297.2K)
Filed 2026-11-02
PFG Advisors
UNCHANGED
Shares7,909 from 7,909
Change0 (0%)
Value$336.8K (-$25.1K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
NEW
Shares7,630
Change+7,630
Value$325.0K
Filed 2026-10-13
Nikulski Financial, Inc.
DECREASED
Shares7,288 from 10,064
Change-2,776 (-28%)
Value$310.4K (-$150.1K)
Filed 2026-11-06
Lionshead Wealth Management, LLC
UNCHANGED
Shares6,109 from 6,109
Change0 (0%)
Value$260.2K (-$19.4K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares6,035 from 5,290
Change+745 (+14%)
Value$257.0K (+$15.0K)
Filed 2026-10-08
Evolution Wealth Management Inc.
UNCHANGED
Shares6,023 from 6,023
Change0 (0%)
Value$256.5K (-$19.1K)
Filed 2026-10-28
Mallini Complete Financial Planning LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$255.5K (-$19.0K)
Filed 2026-10-06
Smith Thornton Advisors LLC
UNCHANGED
Shares5,555 from 5,555
Change0 (0%)
Value$236.6K (-$15.5K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares5,500
Change+5,500
Value$234
Filed 2026-11-03
Advisor Resource Council
DECREASED
Shares5,408 from 7,588
Change-2,180 (-29%)
Value$230.5K (-$115.9K)
Filed 2026-11-05
Symmetry Partners, LLC
NEW
Shares5,151
Change+5,151
Value$219.4K
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
NEW
Shares5,135
Change+5,135
Value$218.7K
Filed 2026-10-09
Trust Co of Vermont
NEW
Shares4,898
Change+4,898
Value$208.6K
Filed 2026-10-21
Harbor Group, Inc.
INCREASED
Shares4,856 from 4,840
Change+16 (+0%)
Value$206.8K (-$14.7K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares2,633 from 2,369
Change+264 (+11%)
Value$112.1K (+$3.7K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares2,125 from 1,537
Change+588 (+38%)
Value$90.5K (+$20.2K)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares1,436
Change+1,436
Value$61.2K
Filed 2026-10-13
Nemes Rush Group LLC
NEW
Shares1,435
Change+1,435
Value$61.1K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares1,435 from 3,500
Change-2,065 (-59%)
Value$61.1K (-$99.0K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares1,074 from 1,143
Change-69 (-6%)
Value$45.7K (-$6.6K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares1,052 from 2,036
Change-984 (-48%)
Value$44.8K (-$48.4K)
Filed 2026-10-16
US Bancorp \de\
NEW
Shares450
Change+450
Value$19.2K
Filed 2026-11-05
Nova Financial LLC
NEW
Shares239
Change+239
Value$10.2K
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares114
Change+114
Value$4.9K
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares103 from 102
Change+1 (+1%)
Value$4.4K (-$283)
Filed 2026-10-20
Econ Financial Services Corp
CLOSED
Shares0 from 52,078
Change-52,078 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-19
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 39,250
Change-39,250 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-02
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 14,811
Change-14,811 (-100%)
Value$0 (-$677.8K)
Filed 2026-11-05
Nautilus Advisors LLC
CLOSED
Shares0 from 5,755
Change-5,755 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-07
SFG Wealth Management, Llc.
CLOSED
Shares0 from 5,714
Change-5,714 (-100%)
Value$0 (-$261.5K)
Filed 2026-10-23
D.A. Davidson & Co.
CLOSED
Shares0 from 4,600
Change-4,600 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-28
Assetmark, Inc
CLOSED
Shares0 from 2,256
Change-2,256 (-100%)
Value$0 (-$103.2K)
Filed 2026-10-21
LPL Financial LLC
N/A
Shares— from 1,328,986
Change-1,328,986 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 851,522
Change-851,522 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 576,657
Change-576,657 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 456,505
Change-456,505 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 439,710
Change-439,710 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 342,445
Change-342,445 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 306,171
Change-306,171 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 286,220
Change-286,220 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 265,862
Change-265,862 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 210,199
Change-210,199 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 173,561
Change-173,561 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 156,671
Change-156,671 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 145,036
Change-145,036 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 135,671
Change-135,671 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 120,969
Change-120,969 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 114,031
Change-114,031 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 77,768
Change-77,768 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 77,407
Change-77,407 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 74,953
Change-74,953 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 74,213
Change-74,213 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 68,289
Change-68,289 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 64,937
Change-64,937 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 64,518
Change-64,518 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 63,964
Change-63,964 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 63,159
Change-63,159 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 62,959
Change-62,959 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 61,897
Change-61,897 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 52,534
Change-52,534 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 51,938
Change-51,938 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 51,415
Change-51,415 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 48,061
Change-48,061 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 46,001
Change-46,001 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 45,352
Change-45,352 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,309
Change-41,309 (-100%)
Value—
&partners
N/A
Shares— from 41,282
Change-41,282 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 36,511
Change-36,511 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 35,278
Change-35,278 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 34,177
Change-34,177 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 33,362
Change-33,362 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 32,182
Change-32,182 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 31,930
Change-31,930 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 29,906
Change-29,906 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 29,630
Change-29,630 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,555
Change-25,555 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 23,509
Change-23,509 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,745
Change-21,745 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 21,725
Change-21,725 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,056
Change-18,056 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 16,697
Change-16,697 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 15,802
Change-15,802 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 15,677
Change-15,677 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,569
Change-14,569 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,342
Change-14,342 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 14,246
Change-14,246 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,610
Change-13,610 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,289
Change-12,289 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,671
Change-7,671 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,619
Change-7,619 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 996
Change-996 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 918
Change-918 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 678
Change-678 (-100%)
Value—
10Elms LLP
N/A
Shares— from 547
Change-547 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 90
Change-90 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Status
Cardinal Point Capital Management ULC
INCREASED614,813589,978+24,835+4%$27.0M$26.2M-$812.5K2026-10-21
Commonwealth Equity Services, LLC
INCREASED333,184276,685+56,499+20%$12.7M$14.2M+$1.5M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED209,429148,702+60,727+41%$6.8M$8.9M+$2.1M2026-10-13
Asio Capital, LLC
INCREASED207,005198,403+8,602+4%$9.1M$8.8M-$262.6K2026-10-19
Truist Financial Corp
DECREASED140,863170,345-29,482-17%$7.8M$6.0M-$1.8M2026-10-30
Creative Financial Designs Inc
DECREASED139,952319,021-179,069-56%$14.6M$6.0M-$8.6M2026-11-04
Sprinkle Financial Consultants LLC
INCREASED136,596122,760+13,836+11%$5.6M$5.8M+$200.1K2026-10-09
Cooper Capital Advisors LLC
NEW119,263—+119,263——$5.1M—2026-10-29
Resonant Capital Advisors, LLC
NEW103,792—+103,792——$4.4M—2026-10-15
Able Wealth Management LLC
INCREASED100,11398,000+2,113+2%$4.5M$4.3M-$216.7K2026-10-13
Paulson Wealth Management Inc.
INCREASED97,78290,065+7,717+9%$4.1M$4.2M+$43.2K2026-11-02
RFG Advisory, LLC
INCREASED96,20174,217+21,984+30%$3.4M$4.1M+$701.0K2026-11-03
True North Advisors, LLC
DECREASED89,302140,914-51,612-37%$6.4M$3.8M-$2.6M2026-10-22
Tortoise Investment Management, LLC
DECREASED87,192126,080-38,888-31%$5.8M$3.7M-$2.1M2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED86,25585,925+330+0%$3.9M$3.7M-$258.3K2026-10-27
Kestra Advisory Services, LLC
INCREASED80,29776,780+3,517+5%$3.5M$3.4M-$93.6K2026-11-02
Mason & Associates, LLC
INCREASED68,94154,508+14,433+26%$2.5M$2.9M+$441.9K2026-10-26
Farther Finance Advisors, LLC
INCREASED62,83126,748+36,083+135%$1.2M$2.7M+$1.5M2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED61,10154,986+6,115+11%$2.5M$2.6K-$2.5M2026-11-02
Landmark Wealth Management, LLC
INCREASED52,40926,094+26,315+101%$1.2M$2.2M+$1.0M2026-11-03
Visionary Wealth Advisors
DECREASED50,49360,761-10,268-17%$2.8M$2.2M-$629.9K2026-11-04
Mayfair Advisory Group, LLC
INCREASED49,77632,911+16,865+51%$1.5M$2.1M+$644.9K2026-10-20
Laurel Wealth Planning LLC
DECREASED48,85050,818-1,968-4%$2.3M$2.1M-$244.9K2026-11-02
Quadcap Wealth Management, LLC
DECREASED47,01147,618-607-1%$2.2M$2.0M-$176.8K2026-11-02
Ascentis Independent Advisors
NEW43,277—+43,277——$1.8M—2026-11-03
Cornerstone Wealth Management, LLC
INCREASED39,89535,420+4,475+13%$1.6M$1.7M+$78.3K2026-11-04
Carolina Wealth Management Inc
INCREASED39,52017,174+22,346+130%$785.9K$1.7M+$897.3K2026-10-29
AdvisorNet Financial, Inc
INCREASED38,62616,943+21,683+128%$775.3K$1.7M+$877.1K2026-10-15
Crusonia Wealth Advisors LLC
INCREASED38,4339,533+28,900+303%$436.2K$1.6M+$1.2M2026-10-26
BCS Wealth Management
DECREASED37,05640,773-3,717-9%$1.9M$1.6M-$287.6K2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED35,95520,580+15,375+75%$941.8K$1.5M+$589.6K2026-10-13
Vise Technologies, Inc.
DECREASED33,17872,498-39,320-54%$3.3M$1.4M-$1.9M2026-10-29
Summit Investment Advisory Services, LLC
INCREASED31,72927,319+4,410+16%$1.3M$1.4M+$101.3K2026-11-03
Trademark Financial Management, LLC
DECREASED28,08729,793-1,706-6%$1.4M$1.2M-$167.1K2026-10-23
Park Capital Management, LLC / WI
INCREASED25,87325,209+664+3%$1.2M$1.1M-$51.6K2026-10-13
Destiny Wealth Partners, LLC
INCREASED24,59519,172+5,423+28%$859.3K$1.1M+$223.4K2026-11-05
Clarity Asset Management, Inc.
DECREASED24,40026,471-2,071-8%$1.2M$1.0M-$172.1K2026-10-14
Dahring | Cusmano LLC
INCREASED23,83821,273+2,565+12%$973.4K$1.0M+$41.8K2026-11-03
TrueWealth Advisors, LLC
INCREASED22,71621,052+1,664+8%$963.3K$967.5K+$4.1K2026-10-09
Hedeker Wealth, LLC
INCREASED22,49018,134+4,356+24%$829.8K$957.8K+$128.0K2026-10-23
LiftPoint Family Wealth Advisors LLC
DECREASED20,46228,498-8,036-28%$1.3M$871.5K-$432.6K2026-11-03
Eagle Rock Investment Company, LLC
NEW20,410—+20,410——$869.3K—2026-10-21
Peoples Bank
NEW20,325—+20,325——$865.6K—2026-10-26
High Net Worth Advisory Group LLC
UNCHANGED20,00020,00000%$915.2K$851.8K-$63.4K2026-10-26
BAM Wealth Management, LLC
DECREASED19,42628,105-8,679-31%$1.3M$827.4K-$458.7K2026-10-15
Waterway Wealth Management, LLC
DECREASED18,43492,917-74,483-80%$4.3M$785.1K-$3.5M2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED17,48838,226-20,738-54%$1.7M$744.8K-$1.0M2026-10-16
LifeGoal Investments, LLC
NEW17,309—+17,309——$737.2K—2026-10-09
Nilsine Partners, LLC
NEW16,200—+16,200——$690.0K—2026-11-02
626 Financial, LLC
NEW14,689—+14,689——$625.6K—2026-11-04
Premier Path Wealth Partners, LLC
INCREASED14,5059,583+4,922+51%$438.5K$617.8K+$179.3K2026-10-16
Worth Asset Management, LLC
INCREASED14,50311,600+2,903+25%$530.8K$617.7K+$86.9K2026-10-07
Perigon Wealth Management, LLC
INCREASED14,22013,641+579+4%$624.2K$605.6K-$18.5K2026-10-22
Prospera Financial Services Inc
INCREASED13,8447,804+6,040+77%$357.1K$610.8K+$253.7K2026-11-04
Davenport & Co LLC
INCREASED12,8658,482+4,383+52%$388.2K$547.9K+$159.8K2026-10-14
Fifth Third Bancorp
INCREASED12,5795,464+7,115+130%$250.0K$535.7K+$285.7K2026-11-05
Wetzel Investment Advisors, Inc.
UNCHANGED12,00012,00000%$549.1K$511.1K-$38.0K2026-10-13
Daymark Wealth Partners, LLC
INCREASED11,6344,907+6,727+137%$224.5K$495.5K+$271.0K2026-11-04
Breakwater Capital Group
DECREASED9,95511,793-1,838-16%$539.6K$424.0K-$115.7K2026-10-09
Avaii Wealth Management, LLC
INCREASED9,9319,810+121+1%$448.9K$422.4K-$26.5K2026-10-09
Private Trust Co NA
INCREASED9,8108,773+1,037+12%$401.5K$417.8K+$16.4K2026-10-20
Thrivent Financial for Lutherans
NEW9,330—+9,330——$397—2026-11-05
Emergent Wealth Advisors, LLC
INCREASED9,0978,013+1,084+14%$366.7K$387.5K+$20.8K2026-10-09
Formidable Asset Management, LLC
UNCHANGED8,9468,94600%$404.1K$409.4K+$5.3K2026-11-03
Financial Synergies Wealth Advisors, Inc.
NEW8,791—+8,791——$374.4K—2026-10-16
McAdam, LLC
DECREASED8,428109,529-101,101-92%$5.0M$358.9K-$4.7M2026-10-21
Clear Point Advisors Inc.
INCREASED8,1708,095+75+1%$370.4K$348.0K-$22.4K2026-10-30
Williams & Novak Wealth Management, LLC
DECREASED8,10510,650-2,545-24%$487.3K$345.2K-$142.2K2026-10-09
StrongBox Wealth, LLC
INCREASED8,0931,038+7,055+680%$47.5K$344.7K+$297.2K2026-11-02
PFG Advisors
UNCHANGED7,9097,90900%$361.9K$336.8K-$25.1K2026-10-16
Signal Advisors Wealth, LLC
NEW7,630—+7,630——$325.0K—2026-10-13
Nikulski Financial, Inc.
DECREASED7,28810,064-2,776-28%$460.6K$310.4K-$150.1K2026-11-06
Lionshead Wealth Management, LLC
UNCHANGED6,1096,10900%$279.5K$260.2K-$19.4K2026-10-21
CoreCap Advisors, LLC
INCREASED6,0355,290+745+14%$242.1K$257.0K+$15.0K2026-10-08
Evolution Wealth Management Inc.
UNCHANGED6,0236,02300%$275.6K$256.5K-$19.1K2026-10-28
Mallini Complete Financial Planning LLC
UNCHANGED6,0006,00000%$274.6K$255.5K-$19.0K2026-10-06
Smith Thornton Advisors LLC
UNCHANGED5,5555,55500%$252.1K$236.6K-$15.5K2026-10-16
M Holdings Securities, Inc.
NEW5,500—+5,500——$234—2026-11-03
Advisor Resource Council
DECREASED5,4087,588-2,180-29%$346.5K$230.5K-$115.9K2026-11-05
Symmetry Partners, LLC
NEW5,151—+5,151——$219.4K—2026-10-27
Capital Advisors Wealth Management, LLC
NEW5,135—+5,135——$218.7K—2026-10-09
Trust Co of Vermont
NEW4,898—+4,898——$208.6K—2026-10-21
Harbor Group, Inc.
INCREASED4,8564,840+16+0%$221.5K$206.8K-$14.7K2026-10-14
Lodestone Wealth Management LLC
INCREASED2,6332,369+264+11%$108.4K$112.1K+$3.7K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED2,1251,537+588+38%$70.3K$90.5K+$20.2K2026-10-30
Meriwether Wealth & Planning, LLC
NEW1,436—+1,436——$61.2K—2026-10-13
Nemes Rush Group LLC
NEW1,435—+1,435——$61.1K—2026-11-04
EverSource Wealth Advisors, LLC
DECREASED1,4353,500-2,065-59%$160.2K$61.1K-$99.0K2026-11-04
Cape Investment Advisory, Inc.
DECREASED1,0741,143-69-6%$52.3K$45.7K-$6.6K2026-10-13
IFP Advisors, Inc
DECREASED1,0522,036-984-48%$93.2K$44.8K-$48.4K2026-10-16
US Bancorp \de\
NEW450—+450——$19.2K—2026-11-05
Nova Financial LLC
NEW239—+239——$10.2K—2026-11-04
Latitude Advisors, LLC
NEW114—+114——$4.9K—2026-10-27
Owl Creek Wealth Partners LLC
INCREASED103102+1+1%$4.7K$4.4K-$2832026-10-20
Econ Financial Services Corp
CLOSED052,078-52,078-100%$2.4M$0-$2.4M2026-10-19
Canvas Wealth Advisors, LLC
CLOSED039,250-39,250-100%$1.8M$0-$1.8M2026-11-02
Pennsylvania Capital Management Inc
CLOSED014,811-14,811-100%$677.8K$0-$677.8K2026-11-05
Nautilus Advisors LLC
CLOSED05,755-5,755-100%$261.4K$0-$261.4K2026-10-07
SFG Wealth Management, Llc.
CLOSED05,714-5,714-100%$261.5K$0-$261.5K2026-10-23
D.A. Davidson & Co.
CLOSED04,600-4,600-100%$210.5K$0-$210.5K2026-10-28
Assetmark, Inc
CLOSED02,256-2,256-100%$103.2K$0-$103.2K2026-10-21
LPL Financial LLC
N/A—1,328,986-1,328,986-100%$60.8M———
Envestnet Asset Management Inc
N/A—851,522-851,522-100%$39.0M———
Great Valley Advisor Group, Inc.
N/A—576,657-576,657-100%$26.4M———
NewEdge Advisors, LLC
N/A—456,505-456,505-100%$20.9M———
Morgan Stanley
N/A—439,710-439,710-100%$20.1M———
Raymond James Financial Inc
N/A—342,445-342,445-100%$15.7M———
United Capital Financial Advisors, LLC
N/A—306,171-306,171-100%$14.0M———
Focus Partners Wealth
N/A—286,220-286,220-100%$13.1M———
Osaic Holdings, Inc.
N/A—265,862-265,862-100%$12.2M———
GeoWealth Management, LLC
N/A—210,199-210,199-100%$9.6M———
Cary Street Partners Financial LLC
N/A—173,561-173,561-100%$7.9M———
HighTower Advisors, LLC
N/A—156,671-156,671-100%$7.2M———
CarsonAllaria Wealth Management, Ltd.
N/A—145,036-145,036-100%$6.6M———
Bridgewealth Advisory Group, LLC
N/A—135,671-135,671-100%$6.2M———
Sittner & Nelson, LLC
N/A—120,969-120,969-100%$5.5M———
Cetera Investment Advisers
N/A—114,031-114,031-100%$5.2M———
MML Investors Services, LLC
N/A—77,768-77,768-100%$3.6M———
Evergreen Wealth Partners LLC
N/A—77,407-77,407-100%$3.5M———
AssuredPartners Investment Advisors, LLC
N/A—74,953-74,953-100%$3.4M———
Equitable Holdings, Inc.
N/A—74,213-74,213-100%$3.4M———
CreativeOne Wealth, LLC
N/A—68,289-68,289-100%$3.1M———
Geneos Wealth Management Inc.
N/A—64,937-64,937-100%$3.0M———
Dakota Wealth Management
N/A—64,518-64,518-100%$3.0M———
Prasad Wealth Partners, LLC
N/A—63,964-63,964-100%$2.9M———
Royal Bank of Canada
N/A—63,159-63,159-100%$2.9M———
Stifel Financial Corp
N/A—62,959-62,959-100%$2.9M———
Jane Street Group, LLC
N/A—61,897-61,897-100%$2.8M———
PAX Financial Group, LLC
N/A—52,534-52,534-100%$2.4M———
Integrity Wealth Solutions LLC
N/A—51,938-51,938-100%$2.4M———
Arrowroot Family Office, LLC
N/A—51,415-51,415-100%$2.4M———
Wayfinding Financial, LLC
N/A—48,061-48,061-100%$2.2M———
ProVise Management Group, LLC
N/A—46,001-46,001-100%$2.1M———
Mercer Global Advisors Inc
N/A—45,352-45,352-100%$2.1M———
Citadel Advisors LLC
N/A—41,309-41,309-100%$1.9M———
&partners
N/A—41,282-41,282-100%$1.9M———
Elequin Capital, LP
N/A—36,511-36,511-100%$1.7M———
Optimus Capital Advisors, LLC
N/A—35,278-35,278-100%$1.6M———
GatePass Capital, LLC
N/A—34,177-34,177-100%$1.6M———
Private Advisor Group, LLC
N/A—33,362-33,362-100%$1.5M———
Viawealth, LLC
N/A—32,182-32,182-100%$1.5M———
Vestmark Advisory Solutions, Inc.
N/A—31,930-31,930-100%$1.5M———
Freedom Investment Management, Inc.
N/A—29,906-29,906-100%$1.4M———
Nuveen, LLC
N/A—29,630-29,630-100%$1.4M———
Waverly Advisors, LLC
N/A—25,555-25,555-100%$1.2M———
Cofg Advisors, LLC
N/A—23,509-23,509-100%$1.1M———
Advyzon Investment Management, LLC
N/A—21,745-21,745-100%$995.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—21,725-21,725-100%$993.5K———
Advisory Services Network, LLC
N/A—18,056-18,056-100%$826.2K———
Kelman-Lazarov, Inc.
N/A—16,697-16,697-100%$764.1K———
Strategic Financial Concepts, LLC
N/A—15,802-15,802-100%$723.1K———
Beckerman Institutional, LLC
N/A—15,677-15,677-100%$717.4K———
Orion Porfolio Solutions, LLC
N/A—14,569-14,569-100%$666.7K———
Mutual Advisors, LLC
N/A—14,342-14,342-100%$656.3K———
Barnes Wealth Management Group, Inc
N/A—14,246-14,246-100%$651.9K———
Clear Investment Research, LLC
N/A—14,171-14,171-100%$648.5K———
Stratos Wealth Partners, Ltd.
N/A—13,610-13,610-100%$622.8K———
Steward Partners Investment Advisory, LLC
N/A—12,320-12,320-100%$563.8K———
Janney Montgomery Scott LLC
N/A—12,289-12,289-100%$562.0K———
Pure Financial Advisors, LLC
N/A—11,000-11,000-100%$503.4K———
Gateway Wealth Partners, LLC
N/A—10,400-10,400-100%$475.9K———
Hershey Financial Advisers, LLC
N/A—9,060-9,060-100%$414.6K———
Mariner, LLC
N/A—8,976-8,976-100%$410.7K———
BFC Planning, Inc.
N/A—8,143-8,143-100%$372.6K———
Sanctuary Advisors, LLC
N/A—7,671-7,671-100%$351.0K———
Capital Analysts, LLC
N/A—7,619-7,619-100%$349.0K———
Gladstone Institutional Advisory LLC
N/A—7,460-7,460-100%$341.4K———
Envestnet Portfolio Solutions, Inc.
N/A—7,258-7,258-100%$332.1K———
Integrated Wealth Concepts LLC
N/A—7,070-7,070-100%$323.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,880-6,880-100%$314.8K———
Delta Investment Management, LLC
N/A—6,590-6,590-100%$301.6K———
January Capital Advisors LLC
N/A—6,517-6,517-100%$298.2K———
Betterment LLC
N/A—6,181-6,181-100%$283.0K———
Principal Securities, Inc.
N/A—5,873-5,873-100%$268.8K———
Global Retirement Partners, LLC
N/A—5,684-5,684-100%$260.1K———
EP Wealth Advisors, LLC
N/A—5,532-5,532-100%$253.1K———
Harbour Investments, Inc.
N/A—5,157-5,157-100%$236.0K———
Harborfront Financial Group LLC
N/A—4,412-4,412-100%$201.9K———
Northwestern Mutual Wealth Management Co
N/A—2,222-2,222-100%$101.7K———
JPMorgan Chase & Co
N/A—1,559-1,559-100%$71.4K———
IFG Advisory, LLC
N/A—1,496-1,496-100%$68.5K———
Lavaca Capital LLC
N/A—1,265-1,265-100%$57.9K———
SouthState Bank Corp
N/A—996-996-100%$45.6K———
Wells Fargo & Company
N/A—918-918-100%$42.0K———
Allianz Asset Management GmbH
N/A—678-678-100%$31.0K———
10Elms LLP
N/A—547-547-100%$25.0K———
Fiduciary Financial Advisors
N/A—90-90-100%$4.1K———
AE Wealth Management LLC
N/A—82-82-100%$3.8K———
Showing 188 of 188 institutions