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Pimco Enhanced LOW Duration (LDUR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kelly Financial Group LLC
DECREASED
Shares252,740 from 299,442
Change-46,702 (-16%)
Value$23.8M (-$4.8M)
Filed 2026-10-16
O'Connor Financial Group LLC
INCREASED
Shares208,480 from 202,851
Change+5,629 (+3%)
Value$19.6M (+$226.5K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares160,846 from 125,367
Change+35,479 (+28%)
Value$15.1M (+$3.2M)
Filed 2026-10-13
Treasure Coast Financial Planning
INCREASED
Shares102,054 from 85,945
Change+16,109 (+19%)
Value$9.6M (+$1.4M)
Filed 2026-11-03
Valley National Advisers Inc
INCREASED
Shares94,571 from 80,061
Change+14,510 (+18%)
Value$8.9M (+$1.2M)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares86,019 from 92,607
Change-6,588 (-7%)
Value$8.1M (-$758.4K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares79,263 from 77,855
Change+1,408 (+2%)
Value$7.5M (+$16.1K)
Filed 2026-10-13
Howland Capital Management LLC
INCREASED
Shares66,205 from 64,250
Change+1,955 (+3%)
Value$6.2M (+$87.9K)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares57,264 from 69,406
Change-12,142 (-17%)
Value$5.4M (-$1.2M)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares51,426 from 26,457
Change+24,969 (+94%)
Value$4.8M (+$2.3M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares49,838 from 25,629
Change+24,209 (+94%)
Value$4.7M (+$2.2M)
Filed 2026-10-16
SkyOak Wealth, LLC
DECREASED
Shares47,217 from 48,707
Change-1,490 (-3%)
Value$4.4M (-$213.1K)
Filed 2026-10-28
Sage Rhino Capital LLC
DECREASED
Shares34,516 from 34,947
Change-431 (-1%)
Value$3.2M (-$92.8K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares34,498 from 40,800
Change-6,302 (-15%)
Value$3.2M (-$654.1K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares33,480 from 26,063
Change+7,417 (+28%)
Value$3.2M (+$659.0K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares30,864 from 38,352
Change-7,488 (-20%)
Value$2.9M (-$762.1K)
Filed 2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED
Shares30,793 from 5,634
Change+25,159 (+447%)
Value$2.9M (+$2.4M)
Filed 2026-10-16
Family Investment Center, Inc.
INCREASED
Shares25,917 from 25,588
Change+329 (+1%)
Value$2.4M (-$7.4K)
Filed 2026-10-19
Patten & Patten Inc
DECREASED
Shares19,812 from 20,439
Change-627 (-3%)
Value$1.9M (-$89.6K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares18,429 from 17,983
Change+446 (+2%)
Value$1.7M (+$15.1K)
Filed 2026-10-28
Aviance Capital Partners, LLC
INCREASED
Shares16,489 from 16,250
Change+239 (+1%)
Value$1.6M (-$1.8K)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares15,945 from 17,986
Change-2,041 (-11%)
Value$1.5M (-$219.0K)
Filed 2026-10-28
Krilogy Financial LLC
INCREASED
Shares15,064 from 13,040
Change+2,024 (+16%)
Value$1.4M (+$169.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares14,849 from 15,512
Change-663 (-4%)
Value$1.4M (-$85.5K)
Filed 2026-11-02
BankPlus Wealth Management LLC
DECREASED
Shares14,191 from 16,667
Change-2,476 (-15%)
Value$1.3M (-$257.9K)
Filed 2026-10-13
Everhart Financial Group, Inc.
NEW
Shares14,093
Change+14,093
Value$1.3M
Filed 2026-10-08
Trek Financial, LLC
INCREASED
Shares12,639 from 9,154
Change+3,485 (+38%)
Value$1.2M (+$314.3K)
Filed 2026-10-29
Synergy Asset Management, LLC
INCREASED
Shares12,137 from 9,567
Change+2,570 (+27%)
Value$1.1M (+$227.6K)
Filed 2026-11-05
Balentine LLC
NEW
Shares10,638
Change+10,638
Value$1.0M
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED
Shares9,622 from 10,360
Change-738 (-7%)
Value$905.6K (-$84.9K)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
DECREASED
Shares9,582 from 10,357
Change-775 (-7%)
Value$901.8K (-$88.4K)
Filed 2026-10-28
Syverson Strege & Co
DECREASED
Shares9,412 from 10,199
Change-787 (-8%)
Value$885.8K (-$89.3K)
Filed 2026-11-02
Elevation Capital Advisory, LLC
NEW
Shares9,395
Change+9,395
Value$884.2K
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares8,652 from 9,443
Change-791 (-8%)
Value$814.3K (-$88.5K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,426 from 8,811
Change-385 (-4%)
Value$793 (-$841.2K)
Filed 2026-11-02
Charter Capital Management, Llc\de
DECREASED
Shares7,187 from 7,533
Change-346 (-5%)
Value$676.4K (-$43.8K)
Filed 2026-10-28
Mayfair Advisory Group, LLC
INCREASED
Shares5,916 from 5,862
Change+54 (+1%)
Value$556.8K (-$1.1K)
Filed 2026-10-20
CGC Financial Services, LLC
DECREASED
Shares5,785 from 6,351
Change-566 (-9%)
Value$544.5K (-$62.8K)
Filed 2026-10-13
Midwest Financial Network, LLC
DECREASED
Shares5,692 from 11,231
Change-5,539 (-49%)
Value$535.7K (-$538.0K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares5,527 from 5,473
Change+54 (+1%)
Value$520.2K (-$3.1K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares5,504 from 4,651
Change+853 (+18%)
Value$518.0K (+$73.3K)
Filed 2026-10-16
Bison Wealth, LLC
UNCHANGED
Shares4,851 from 4,851
Change0 (0%)
Value$456.2K (-$6.5K)
Filed 2026-10-13
Nottingham Advisors, Inc.
DECREASED
Shares4,788 from 8,118
Change-3,330 (-41%)
Value$449.9K (-$324.1K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares4,557 from 3,674
Change+883 (+24%)
Value$428.9K (+$77.6K)
Filed 2026-10-30
American Institute for Advanced Investment Management, LLP
DECREASED
Shares4,538 from 4,573
Change-35 (-1%)
Value$427.1K (-$10.1K)
Filed 2026-11-03
Diversify Wealth Management, LLC
DECREASED
Shares4,402 from 5,163
Change-761 (-15%)
Value$414.6K (-$77.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares4,402 from 5,163
Change-761 (-15%)
Value$414.6K (-$77.0K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,340 from 4,398
Change-58 (-1%)
Value$408.5K (-$12.1K)
Filed 2026-10-13
WBH Advisory Inc
NEW
Shares4,244
Change+4,244
Value$399.4K
Filed 2026-11-05
Capital Asset Advisory Services LLC
DECREASED
Shares4,175 from 4,231
Change-56 (-1%)
Value$394.7K (-$9.8K)
Filed 2026-10-30
NWF Advisory Services Inc.
UNCHANGED
Shares4,122 from 4,122
Change0 (0%)
Value$387.9K (-$6.2K)
Filed 2026-10-19
Financial Insights, Inc.
INCREASED
Shares4,004 from 3,527
Change+477 (+14%)
Value$376.8K (+$39.6K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$332 (-$6)
Filed 2026-10-27
Clear Creek Financial Management, LLC
DECREASED
Shares3,316 from 4,684
Change-1,368 (-29%)
Value$312.1K (-$135.8K)
Filed 2026-10-28
MCF Advisors LLC
DECREASED
Shares2,956 from 4,009
Change-1,053 (-26%)
Value$278.2K (-$105.2K)
Filed 2026-10-28
Plan A Wealth LLC
NEW
Shares2,602
Change+2,602
Value$244.9K
Filed 2026-10-08
Williams & Novak Wealth Management, LLC
INCREASED
Shares2,588 from 2,323
Change+265 (+11%)
Value$243.6K (+$21.5K)
Filed 2026-10-09
XY Planning Network, Inc.
INCREASED
Shares2,497 from 2,325
Change+172 (+7%)
Value$235.0K (+$12.7K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares2,462 from 2,342
Change+120 (+5%)
Value$231.7K (+$7.8K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares2,334
Change+2,334
Value$219.7K
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares2,250 from 2,219
Change+31 (+1%)
Value$211.7K (-$476)
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares2,166 from 5,620
Change-3,454 (-61%)
Value$205.8K (-$332.4K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares1,389 from 389
Change+1,000 (+257%)
Value$130.7K (+$93.5K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares1,160 from 1,195
Change-35 (-3%)
Value$109.2K (-$5.1K)
Filed 2026-10-21
Financial Management Professionals, Inc.
UNCHANGED
Shares811 from 811
Change0 (0%)
Value$76.3K (-$1.2K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
DECREASED
Shares342 from 775
Change-433 (-56%)
Value$32.2K (-$41.9K)
Filed 2026-11-03
KFG LLC
NEW
Shares277
Change+277
Value$26.1K
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares268 from 272
Change-4 (-1%)
Value$25.2K (-$783)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$22.7K (-$360)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares214 from 212
Change+2 (+1%)
Value$20.2K (-$111)
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$18 (-$18.0K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares182 from 216
Change-34 (-16%)
Value$17.1K (-$3.5K)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$16.6K (-$263)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$7.7K (-$123)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.1K (-$81)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares47
Change+47
Value$4.5K
Filed 2026-11-04
Manchester Capital Management LLC
DECREASED
Shares14 from 107
Change-93 (-87%)
Value$1.3K (-$8.9K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.0K (-$16)
Filed 2026-10-09
Beacon Capital Management, Inc.
CLOSED
Shares0 from 194,710
Change-194,710 (-100%)
Value$0 (-$18.6M)
Filed 2026-10-13
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 88,719
Change-88,719 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-28
Atria Investments, Inc
CLOSED
Shares0 from 54,610
Change-54,610 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-15
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 13,611
Change-13,611 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 10,576
Change-10,576 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
Davenport & Co LLC
CLOSED
Shares0 from 7,184
Change-7,184 (-100%)
Value$0 (-$686.9K)
Filed 2026-10-14
Thayer Financial, L.L.C.
CLOSED
Shares0 from 4,470
Change-4,470 (-100%)
Value$0 (-$427.4K)
Filed 2026-10-21
Bank of New York Mellon Corp
CLOSED
Shares0 from 3,857
Change-3,857 (-100%)
Value$0 (-$368.8K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 3,497
Change-3,497 (-100%)
Value$0 (-$334.3K)
Filed 2026-11-02
Raleigh Capital Management Inc.
CLOSED
Shares0 from 3,309
Change-3,309 (-100%)
Value$0 (-$316.4K)
Filed 2026-10-28
IPG Investment Advisors LLC
CLOSED
Shares0 from 2,743
Change-2,743 (-100%)
Value$0 (-$262.3K)
Filed 2026-10-30
Howard Bailey Securities, LLC
CLOSED
Shares0 from 2,703
Change-2,703 (-100%)
Value$0 (-$258.4K)
Filed 2026-10-27
Sigma Planning Corp
CLOSED
Shares0 from 2,464
Change-2,464 (-100%)
Value$0 (-$235.6K)
Filed 2026-10-23
Kestra Investment Management, LLC
CLOSED
Shares0 from 2,322
Change-2,322 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-04
Signature Equity Partners, LLC
CLOSED
Shares0 from 1,072
Change-1,072 (-100%)
Value$0 (-$102.5K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$58.8K)
Filed 2026-11-02
Kingdom Financial Group Llc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$24.9K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$23.8K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-28
Networth Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-03
FMR LLC
N/A
Shares— from 2,500,609
Change-2,500,609 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,115,335
Change-1,115,335 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 745,492
Change-745,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 570,273
Change-570,273 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 441,550
Change-441,550 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 440,019
Change-440,019 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 394,513
Change-394,513 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 370,534
Change-370,534 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 331,094
Change-331,094 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 261,567
Change-261,567 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 168,892
Change-168,892 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 156,063
Change-156,063 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 133,806
Change-133,806 (-100%)
Value—
UBS Group AG
N/A
Shares— from 103,432
Change-103,432 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 90,411
Change-90,411 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 74,416
Change-74,416 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 70,672
Change-70,672 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 69,119
Change-69,119 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 56,901
Change-56,901 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 55,256
Change-55,256 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 53,530
Change-53,530 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 53,496
Change-53,496 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 52,476
Change-52,476 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 50,887
Change-50,887 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 50,339
Change-50,339 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 46,974
Change-46,974 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 41,427
Change-41,427 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 35,140
Change-35,140 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,942
Change-29,942 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 28,953
Change-28,953 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,193
Change-28,193 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,798
Change-22,798 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,831
Change-21,831 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 20,911
Change-20,911 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,694
Change-20,694 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 19,031
Change-19,031 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,983
Change-18,983 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 13,104
Change-13,104 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,865
Change-12,865 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,999
Change-11,999 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
&partners
N/A
Shares— from 11,295
Change-11,295 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,807
Change-8,807 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,076
Change-8,076 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,004
Change-8,004 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 6,610
Change-6,610 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 666
Change-666 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 415
Change-415 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 68
Change-68 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Kelly Financial Group LLC
DECREASED252,740299,442-46,702-16%$28.6M$23.8M-$4.8M2026-10-16
O'Connor Financial Group LLC
INCREASED208,480202,851+5,629+3%$19.4M$19.6M+$226.5K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED160,846125,367+35,479+28%$11.9M$15.1M+$3.2M2026-10-13
Treasure Coast Financial Planning
INCREASED102,05485,945+16,109+19%$8.2M$9.6M+$1.4M2026-11-03
Valley National Advisers Inc
INCREASED94,57180,061+14,510+18%$7.7M$8.9M+$1.2M2026-10-23
Visionary Wealth Advisors
DECREASED86,01992,607-6,588-7%$8.9M$8.1M-$758.4K2026-11-04
Dynamic Advisor Solutions LLC
INCREASED79,26377,855+1,408+2%$7.4M$7.5M+$16.1K2026-10-13
Howland Capital Management LLC
INCREASED66,20564,250+1,955+3%$6.1M$6.2M+$87.9K2026-10-22
Modera Wealth Management, LLC
DECREASED57,26469,406-12,142-17%$6.6M$5.4M-$1.2M2026-10-28
RFG Advisory, LLC
INCREASED51,42626,457+24,969+94%$2.5M$4.8M+$2.3M2026-11-03
TD Waterhouse Canada Inc.
INCREASED49,83825,629+24,209+94%$2.4M$4.7M+$2.2M2026-10-16
SkyOak Wealth, LLC
DECREASED47,21748,707-1,490-3%$4.7M$4.4M-$213.1K2026-10-28
Sage Rhino Capital LLC
DECREASED34,51634,947-431-1%$3.3M$3.2M-$92.8K2026-10-28
IFP Advisors, Inc
DECREASED34,49840,800-6,302-15%$3.9M$3.2M-$654.1K2026-10-16
Farther Finance Advisors, LLC
INCREASED33,48026,063+7,417+28%$2.5M$3.2M+$659.0K2026-10-08
Commonwealth Equity Services, LLC
DECREASED30,86438,352-7,488-20%$3.7M$2.9M-$762.1K2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED30,7935,634+25,159+447%$538.7K$2.9M+$2.4M2026-10-16
Family Investment Center, Inc.
INCREASED25,91725,588+329+1%$2.4M$2.4M-$7.4K2026-10-19
Patten & Patten Inc
DECREASED19,81220,439-627-3%$2.0M$1.9M-$89.6K2026-10-26
MGO One Seven LLC
INCREASED18,42917,983+446+2%$1.7M$1.7M+$15.1K2026-10-28
Aviance Capital Partners, LLC
INCREASED16,48916,250+239+1%$1.6M$1.6M-$1.8K2026-10-29
Avestar Capital, LLC
DECREASED15,94517,986-2,041-11%$1.7M$1.5M-$219.0K2026-10-28
Krilogy Financial LLC
INCREASED15,06413,040+2,024+16%$1.2M$1.4M+$169.9K2026-10-13
Kestra Advisory Services, LLC
DECREASED14,84915,512-663-4%$1.5M$1.4M-$85.5K2026-11-02
BankPlus Wealth Management LLC
DECREASED14,19116,667-2,476-15%$1.6M$1.3M-$257.9K2026-10-13
Everhart Financial Group, Inc.
NEW14,093—+14,093——$1.3M—2026-10-08
Trek Financial, LLC
INCREASED12,6399,154+3,485+38%$875.2K$1.2M+$314.3K2026-10-29
Synergy Asset Management, LLC
INCREASED12,1379,567+2,570+27%$914.7K$1.1M+$227.6K2026-11-05
Balentine LLC
NEW10,638—+10,638——$1.0M—2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED9,62210,360-738-7%$990.5K$905.6K-$84.9K2026-10-21
Greatmark Investment Partners, Inc.
DECREASED9,58210,357-775-7%$990.2K$901.8K-$88.4K2026-10-28
Syverson Strege & Co
DECREASED9,41210,199-787-8%$975.2K$885.8K-$89.3K2026-11-02
Elevation Capital Advisory, LLC
NEW9,395—+9,395——$884.2K—2026-10-29
Wealthcare Advisory Partners LLC
DECREASED8,6529,443-791-8%$902.8K$814.3K-$88.5K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED8,4268,811-385-4%$842.0K$793-$841.2K2026-11-02
Charter Capital Management, Llc\de
DECREASED7,1877,533-346-5%$720.2K$676.4K-$43.8K2026-10-28
Mayfair Advisory Group, LLC
INCREASED5,9165,862+54+1%$557.9K$556.8K-$1.1K2026-10-20
CGC Financial Services, LLC
DECREASED5,7856,351-566-9%$607.2K$544.5K-$62.8K2026-10-13
Midwest Financial Network, LLC
DECREASED5,69211,231-5,539-49%$1.1M$535.7K-$538.0K2026-10-13
PFG Advisors
INCREASED5,5275,473+54+1%$523.3K$520.2K-$3.1K2026-10-16
Halbert Hargrove Global Advisors, LLC
INCREASED5,5044,651+853+18%$444.7K$518.0K+$73.3K2026-10-16
Bison Wealth, LLC
UNCHANGED4,8514,85100%$462.7K$456.2K-$6.5K2026-10-13
Nottingham Advisors, Inc.
DECREASED4,7888,118-3,330-41%$774.1K$449.9K-$324.1K2026-10-29
Truist Financial Corp
INCREASED4,5573,674+883+24%$351.3K$428.9K+$77.6K2026-10-30
American Institute for Advanced Investment Management, LLP
DECREASED4,5384,573-35-1%$437.2K$427.1K-$10.1K2026-11-03
Diversify Wealth Management, LLC
DECREASED4,4025,163-761-15%$491.6K$414.6K-$77.0K2026-10-20
Diversify Advisory Services, LLC
DECREASED4,4025,163-761-15%$491.6K$414.6K-$77.0K2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED4,3404,398-58-1%$420.5K$408.5K-$12.1K2026-10-13
WBH Advisory Inc
NEW4,244—+4,244——$399.4K—2026-11-05
Capital Asset Advisory Services LLC
DECREASED4,1754,231-56-1%$404.5K$394.7K-$9.8K2026-10-30
NWF Advisory Services Inc.
UNCHANGED4,1224,12200%$394.1K$387.9K-$6.2K2026-10-19
Financial Insights, Inc.
INCREASED4,0043,527+477+14%$337.2K$376.8K+$39.6K2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED3,5323,53200%$338$332-$62026-10-27
Clear Creek Financial Management, LLC
DECREASED3,3164,684-1,368-29%$447.8K$312.1K-$135.8K2026-10-28
MCF Advisors LLC
DECREASED2,9564,009-1,053-26%$383.3K$278.2K-$105.2K2026-10-28
Plan A Wealth LLC
NEW2,602—+2,602——$244.9K—2026-10-08
Williams & Novak Wealth Management, LLC
INCREASED2,5882,323+265+11%$222.1K$243.6K+$21.5K2026-10-09
XY Planning Network, Inc.
INCREASED2,4972,325+172+7%$222.3K$235.0K+$12.7K2026-10-14
Citigroup Inc
INCREASED2,4622,342+120+5%$223.9K$231.7K+$7.8K2026-11-04
StoneX Group Inc.
NEW2,334—+2,334——$219.7K—2026-11-03
AdvisorNet Financial, Inc
INCREASED2,2502,219+31+1%$212.2K$211.7K-$4762026-10-15
Prospera Financial Services Inc
DECREASED2,1665,620-3,454-61%$538.2K$205.8K-$332.4K2026-11-04
Parallel Advisors, LLC
INCREASED1,389389+1,000+257%$37.2K$130.7K+$93.5K2026-11-03
Assetmark, Inc
DECREASED1,1601,195-35-3%$114.3K$109.2K-$5.1K2026-10-21
Financial Management Professionals, Inc.
UNCHANGED81181100%$77.5K$76.3K-$1.2K2026-10-23
Flagship Wealth Advisors, LLC
DECREASED342775-433-56%$74.1K$32.2K-$41.9K2026-11-03
KFG LLC
NEW277—+277——$26.1K—2026-11-02
Private Trust Co NA
DECREASED268272-4-1%$26.0K$25.2K-$7832026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED24124100%$23.0K$22.7K-$3602026-11-03
Lodestone Wealth Management LLC
INCREASED214212+2+1%$20.3K$20.2K-$1112026-10-14
Hanson & Doremus Investment Management
UNCHANGED19019000%$18.0K$18-$18.0K2026-10-16
CoreCap Advisors, LLC
DECREASED182216-34-16%$20.7K$17.1K-$3.5K2026-10-08
Wolff Wiese Magana LLC
UNCHANGED17617600%$16.8K$16.6K-$2632026-10-15
Creative Financial Designs Inc
UNCHANGED828200%$7.8K$7.7K-$1232026-11-04
Caldwell Trust Co
UNCHANGED545400%$5.2K$5.1K-$812026-10-30
Nova Financial LLC
NEW47—+47——$4.5K—2026-11-04
Manchester Capital Management LLC
DECREASED14107-93-87%$10.2K$1.3K-$8.9K2026-10-22
Gilpin Wealth Management, LLC
UNCHANGED111100%$1.1K$1.0K-$162026-10-09
Beacon Capital Management, Inc.
CLOSED0194,710-194,710-100%$18.6M$0-$18.6M2026-10-13
Exchange Traded Concepts, LLC
CLOSED088,719-88,719-100%$8.5M$0-$8.5M2026-10-28
Atria Investments, Inc
CLOSED054,610-54,610-100%$5.2M$0-$5.2M2026-10-15
New Wave Wealth Advisors LLC
CLOSED013,611-13,611-100%$1.3M$0-$1.3M2026-10-19
Axxcess Wealth Management, LLC
CLOSED010,576-10,576-100%$1.0M$0-$1.0M2026-10-21
Davenport & Co LLC
CLOSED07,184-7,184-100%$686.9K$0-$686.9K2026-10-14
Thayer Financial, L.L.C.
CLOSED04,470-4,470-100%$427.4K$0-$427.4K2026-10-21
Bank of New York Mellon Corp
CLOSED03,857-3,857-100%$368.8K$0-$368.8K2026-11-05
Lloyd Advisory Services, Llc.
CLOSED03,497-3,497-100%$334.3K$0-$334.3K2026-11-02
Raleigh Capital Management Inc.
CLOSED03,309-3,309-100%$316.4K$0-$316.4K2026-10-28
IPG Investment Advisors LLC
CLOSED02,743-2,743-100%$262.3K$0-$262.3K2026-10-30
Howard Bailey Securities, LLC
CLOSED02,703-2,703-100%$258.4K$0-$258.4K2026-10-27
Sigma Planning Corp
CLOSED02,464-2,464-100%$235.6K$0-$235.6K2026-10-23
Kestra Investment Management, LLC
CLOSED02,322-2,322-100%$222.0K$0-$222.0K2026-11-04
Signature Equity Partners, LLC
CLOSED01,072-1,072-100%$102.5K$0-$102.5K2026-10-29
Quest 10 Wealth Builders, Inc.
CLOSED0615-615-100%$58.8K$0-$58.8K2026-11-02
Kingdom Financial Group Llc.
CLOSED0260-260-100%$24.9K$0-$24.9K2026-11-04
International Assets Investment Management, LLC
CLOSED0250-250-100%$23.8K$0-$23.8K2026-11-02
Buck Wealth Strategies, LLC
CLOSED0113-113-100%$10.8K$0-$10.8K2026-10-28
Networth Advisors, LLC
CLOSED027-27-100%$2.6K$0-$2.6K2026-11-03
FMR LLC
N/A—2,500,609-2,500,609-100%$239.1M———
Advocacy Wealth Management, LLC
N/A—1,115,335-1,115,335-100%$106.6M———
LPL Financial LLC
N/A—745,492-745,492-100%$71.3M———
Wells Fargo & Company
N/A—570,273-570,273-100%$54.5M———
Bank of America Corp
N/A—441,550-441,550-100%$42.2M———
TD Capital Management LLC
N/A—440,019-440,019-100%$42.1M———
Morgan Stanley
N/A—394,513-394,513-100%$37.7M———
Great Valley Advisor Group, Inc.
N/A—370,534-370,534-100%$35.4M———
JPMorgan Chase & Co
N/A—331,094-331,094-100%$31.7M———
Envestnet Asset Management Inc
N/A—261,567-261,567-100%$25.0M———
Royal Bank of Canada
N/A—168,892-168,892-100%$16.1M———
OneDigital Investment Advisors LLC
N/A—156,063-156,063-100%$14.9M———
HighTower Advisors, LLC
N/A—133,806-133,806-100%$12.8M———
UBS Group AG
N/A—103,432-103,432-100%$9.9M———
Gateway Wealth Partners, LLC
N/A—90,411-90,411-100%$8.6M———
CarsonAllaria Wealth Management, Ltd.
N/A—74,416-74,416-100%$7.1M———
Cetera Investment Advisers
N/A—70,672-70,672-100%$6.8M———
Raymond James Financial Inc
N/A—69,119-69,119-100%$6.6M———
Northwestern Mutual Wealth Management Co
N/A—56,901-56,901-100%$5.4M———
Essex Financial Services, Inc.
N/A—55,256-55,256-100%$5.3M———
Maimon Wealth Management Ltd.
N/A—53,530-53,530-100%$5.1M———
Beckerman Institutional, LLC
N/A—53,496-53,496-100%$5.1M———
Brown Advisory Inc
N/A—52,476-52,476-100%$5.0M———
Osaic Holdings, Inc.
N/A—50,887-50,887-100%$4.9M———
Wealth Advisors of Iowa, LLC
N/A—50,339-50,339-100%$4.8M———
Legacy Capital Group California, Inc.
N/A—46,974-46,974-100%$4.5M———
Mariner, LLC
N/A—41,427-41,427-100%$4.0M———
CreativeOne Wealth, LLC
N/A—35,140-35,140-100%$3.4M———
Jones Financial Companies Lllp
N/A—29,942-29,942-100%$2.9M———
Barnes Wealth Management Group, Inc
N/A—28,953-28,953-100%$2.8M———
NewEdge Advisors, LLC
N/A—28,193-28,193-100%$2.7M———
Captrust Financial Advisors
N/A—22,798-22,798-100%$2.2M———
AE Wealth Management LLC
N/A—21,831-21,831-100%$2.1M———
Cerity Partners LLC
N/A—20,911-20,911-100%$2.0M———
Stifel Financial Corp
N/A—20,694-20,694-100%$2.0M———
PAX Financial Group, LLC
N/A—19,031-19,031-100%$1.8M———
GeoWealth Management, LLC
N/A—18,983-18,983-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—16,286-16,286-100%$1.6M———
Sand Hill Global Advisors, LLC
N/A—15,359-15,359-100%$1.5M———
Smartleaf Asset Management LLC
N/A—13,800-13,800-100%$1.3M———
Compass Financial Group, Inc.
N/A—13,104-13,104-100%$1.3M———
Belpointe Asset Management LLC
N/A—12,865-12,865-100%$1.2M———
Citadel Advisors LLC
N/A—11,999-11,999-100%$1.1M———
IHT Wealth Management, LLC
N/A—11,510-11,510-100%$1.1M———
&partners
N/A—11,295-11,295-100%$1.1M———
Curi Capital, LLC
N/A—8,807-8,807-100%$842.1K———
Huntington National Bank
N/A—8,248-8,248-100%$788.6K———
Ameritas Advisory Services, LLC
N/A—8,076-8,076-100%$772.1K———
Mercer Global Advisors Inc
N/A—8,004-8,004-100%$765.3K———
Waverly Advisors, LLC
N/A—7,762-7,762-100%$742.1K———
Fifth Third Bancorp
N/A—6,610-6,610-100%$632.0K———
Caldwell Sutter Capital, Inc.
N/A—6,536-6,536-100%$624.9K———
Ausdal Financial Partners, Inc.
N/A—6,138-6,138-100%$586.9K———
Stephens Inc
N/A—6,125-6,125-100%$585.6K———
BFC Planning, Inc.
N/A—5,812-5,812-100%$555.7K———
Private Advisor Group, LLC
N/A—5,804-5,804-100%$554.9K———
Focus Partners Wealth
N/A—5,256-5,256-100%$502.5K———
Arax Advisory Partners
N/A—4,943-4,943-100%$472.6K———
Opus Financial Solutions LLC
N/A—4,408-4,408-100%$421.4K———
Smith, Moore & Co.
N/A—4,290-4,290-100%$410.2K———
MML Investors Services, LLC
N/A—4,248-4,248-100%$406.1K———
Sanctuary Advisors, LLC
N/A—4,152-4,152-100%$397.0K———
Bellwether Advisors, LLC
N/A—3,893-3,893-100%$372.2K———
Diversified Trust Co
N/A—3,703-3,703-100%$354.1K———
Steward Partners Investment Advisory, LLC
N/A—3,596-3,596-100%$343.8K———
Sequoia Financial Advisors, LLC
N/A—3,367-3,367-100%$321.9K———
Tribridge Partners Financial LLC
N/A—3,027-3,027-100%$288.2K———
Pinnacle Financial Partners, Inc.
N/A—3,019-3,019-100%$288.7K———
Bedel Financial Consulting, Inc.
N/A—2,916-2,916-100%$278.8K———
Mutual Advisors, LLC
N/A—2,487-2,487-100%$237.8K———
AQR Capital Management LLC
N/A—2,273-2,273-100%$217.3K———
Geneos Wealth Management Inc.
N/A—1,654-1,654-100%$158.1K———
Global Retirement Partners, LLC
N/A—1,523-1,523-100%$145.7K———
Harbour Investments, Inc.
N/A—1,396-1,396-100%$133.5K———
Rockefeller Capital Management L.P.
N/A—785-785-100%$75.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—749-749-100%$71.6K———
Fiduciary Financial Advisors
N/A—666-666-100%$63.7K———
National Bank of Canada
N/A—500-500-100%$47.8K———
Bank of Montreal
N/A—415-415-100%$39.7K———
IFG Advisory, LLC
N/A—219-219-100%$20.9K———
LRI Investments, LLC
N/A—210-210-100%$20.1K———
Morris Financial Concepts, Inc.
N/A—171-171-100%$16.3K———
Crewe Advisors LLC
N/A—100-100-100%$9.6K———
Strategic Wealth Partners, Ltd.
N/A—75-75-100%$7.1K———
Allianz Asset Management GmbH
N/A—68-68-100%$6.5K———
Wellington-Altus USA Inc.
N/A—46-46-100%$4.4K———
Imprint Wealth LLC
N/A—11-11-100%$1.1K———
Showing 185 of 185 institutions