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Pimco INV Grade Corp BD ETF (CORP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,199,954 from 1,170,855
Change+29,099 (+2%)
Value$110.2M (-$3.3M)
Filed 2026-11-06
RAM Investment Partners, LLC
INCREASED
Shares635,372 from 561,746
Change+73,626 (+13%)
Value$58.3M (+$3.9M)
Filed 2026-10-21
Mokosak Advisory Group, LLC
INCREASED
Shares290,170 from 272,417
Change+17,753 (+7%)
Value$26.6M (+$240.0K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares225,887 from 109,483
Change+116,404 (+106%)
Value$20.7M (+$10.1M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares201,009 from 2,220
Change+198,789 (+8954%)
Value$18.5M (+$18.3M)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares182,276 from 182,658
Change-382 (0%)
Value$16.7M (-$966.6K)
Filed 2026-10-29
Novem Group
INCREASED
Shares166,620 from 156,839
Change+9,781 (+6%)
Value$15.3M (+$98.0K)
Filed 2026-10-19
McAdam, LLC
DECREASED
Shares135,460 from 139,192
Change-3,732 (-3%)
Value$12.4M (-$1.1M)
Filed 2026-10-21
Myecfo, LLC
INCREASED
Shares91,566 from 88,576
Change+2,990 (+3%)
Value$8.4M (-$180.2K)
Filed 2026-10-14
Islay Capital Management, LLC
DECREASED
Shares75,555 from 85,564
Change-10,009 (-12%)
Value$6.9M (-$1.4M)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares59,084 from 71,487
Change-12,403 (-17%)
Value$5.4M (-$1.5M)
Filed 2026-10-28
True North Advisors, LLC
DECREASED
Shares49,832 from 50,239
Change-407 (-1%)
Value$4.6M (-$293.6K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares43,034 from 42,389
Change+645 (+2%)
Value$4.0M (-$157.0K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares36,171 from 34,525
Change+1,646 (+5%)
Value$3.3M (-$25.0K)
Filed 2026-10-30
Strategic Blueprint, LLC
INCREASED
Shares26,910 from 26,599
Change+311 (+1%)
Value$2.5M (-$107.1K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares26,153 from 21,311
Change+4,842 (+23%)
Value$2.4M (+$335.8K)
Filed 2026-10-30
Catalyst Investment Management LLC
NEW
Shares21,846
Change+21,846
Value$2.0M
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares19,135 from 13,329
Change+5,806 (+44%)
Value$1.8M (+$465.0K)
Filed 2026-10-08
Great Waters Wealth Management
INCREASED
Shares18,318 from 18,053
Change+265 (+1%)
Value$1.7M (-$67.8K)
Filed 2026-10-07
Trek Financial, LLC
INCREASED
Shares17,983 from 7,477
Change+10,506 (+141%)
Value$1.7M (+$926.3K)
Filed 2026-10-29
Asset One Wealth Management LLC
INCREASED
Shares17,476 from 17,430
Change+46 (+0%)
Value$1.6M (-$67.2K)
Filed 2026-11-02
Alliance Wealth Management Group
INCREASED
Shares17,424 from 16,707
Change+717 (+4%)
Value$1.6M (-$19.4K)
Filed 2026-10-29
Towercrest Capital Management
INCREASED
Shares17,424 from 16,707
Change+717 (+4%)
Value$1.6M (-$19.4K)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares17,142 from 17,142
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares15,740 from 14,681
Change+1,059 (+7%)
Value$1.4M (+$22.3K)
Filed 2026-11-05
Security Financial Services, Inc.
DECREASED
Shares14,874 from 15,673
Change-799 (-5%)
Value$1.4M (-$153.3K)
Filed 2026-10-29
Davenport & Co LLC
DECREASED
Shares14,282 from 14,559
Change-277 (-2%)
Value$1.3M (-$99.7K)
Filed 2026-10-14
IPG Investment Advisors LLC
UNCHANGED
Shares13,750 from 13,750
Change0 (0%)
Value$1.3M (-$70.1K)
Filed 2026-10-30
Financial Freedom, LLC
DECREASED
Shares12,755 from 13,246
Change-491 (-4%)
Value$1.2M (-$112.7K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
DECREASED
Shares12,421 from 14,071
Change-1,650 (-12%)
Value$1.1M (-$223.2K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares11,691 from 11,951
Change-260 (-2%)
Value$1.1M (-$84.8K)
Filed 2026-11-02
Cannon Advisors, Inc.
DECREASED
Shares11,687 from 24,996
Change-13,309 (-53%)
Value$1.1M (-$1.3M)
Filed 2026-10-14
BAM Wealth Management, LLC
DECREASED
Shares10,763 from 10,901
Change-138 (-1%)
Value$988.0K (-$68.3K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares9,035 from 9,460
Change-425 (-4%)
Value$829.4K (-$87.3K)
Filed 2026-10-16
Milestone Asset Management, LLC
INCREASED
Shares8,146 from 8,110
Change+36 (+0%)
Value$747.9K (-$38.0K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,074 from 12,223
Change-4,149 (-34%)
Value$741 (-$1.2M)
Filed 2026-11-02
BLB&B Advisors, LLC
INCREASED
Shares6,429 from 6,213
Change+216 (+3%)
Value$590.2K (-$11.9K)
Filed 2026-10-27
Boomfish Wealth Group, LLC
DECREASED
Shares5,691 from 6,100
Change-409 (-7%)
Value$522.5K (-$68.6K)
Filed 2026-10-22
Nicholas Wealth, Llc.
DECREASED
Shares5,555 from 6,368
Change-813 (-13%)
Value$510.0K (-$107.1K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares5,522 from 5,522
Change0 (0%)
Value$535.1K ($0)
Filed 2026-10-26
Stonebridge Financial Group, LLC
INCREASED
Shares5,490 from 5,386
Change+104 (+2%)
Value$504.0K (-$17.9K)
Filed 2026-10-01
Net Worth Advisory Group
DECREASED
Shares5,261 from 5,376
Change-115 (-2%)
Value$482.1K (-$38.9K)
Filed 2026-10-20
Keystone Wealth Services, LLC
UNCHANGED
Shares4,102 from 4,102
Change0 (0%)
Value$377.5K (-$20.0K)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares3,874 from 3,874
Change0 (0%)
Value$355.6K (-$19.8K)
Filed 2026-11-05
Womack Financial LLC
INCREASED
Shares3,843 from 3,169
Change+674 (+21%)
Value$352.8K (+$45.7K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,702 from 3,702
Change0 (0%)
Value$339.2K (-$17.4K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares3,666 from 3,666
Change0 (0%)
Value$355.2K ($0)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares3,645 from 3,807
Change-162 (-4%)
Value$334.6K (-$34.3K)
Filed 2026-10-28
Evensky & Katz LLC
DECREASED
Shares3,551 from 82,927
Change-79,376 (-96%)
Value$326 (-$8.0M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares3,120 from 3,166
Change-46 (-1%)
Value$286.4K (-$20.4K)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares2,896 from 5,458
Change-2,562 (-47%)
Value$275.1K (-$255.8K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares2,747 from 2,868
Change-121 (-4%)
Value$252.2K (-$25.7K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares2,670
Change+2,670
Value$245.1K
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares2,622 from 2,606
Change+16 (+1%)
Value$240.7K (-$11.8K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares2,615 from 2,343
Change+272 (+12%)
Value$240.1K (+$13.1K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares2,310 from 2,116
Change+194 (+9%)
Value$212.0K (+$7.0K)
Filed 2026-10-29
Peak Financial Management, Inc.
UNCHANGED
Shares2,305 from 2,305
Change0 (0%)
Value$211.6K (-$11.8K)
Filed 2026-10-16
Nikulski Financial, Inc.
DECREASED
Shares2,297 from 2,810
Change-513 (-18%)
Value$210.8K (-$61.5K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares1,817 from 1,868
Change-51 (-3%)
Value$166.8K (-$14.2K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares1,550 from 1,475
Change+75 (+5%)
Value$142.3K (-$638)
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$128.5K (-$7.1K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares1,131 from 1,115
Change+16 (+1%)
Value$103.8K (-$4.2K)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$99.6K (-$5.5K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares1,061 from 407
Change+654 (+161%)
Value$97.4K (+$58.0K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
INCREASED
Shares943 from 873
Change+70 (+8%)
Value$86.6K (+$2.0K)
Filed 2026-10-23
GGM Financial LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$54.8K (-$3.0K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares494 from 511
Change-17 (-3%)
Value$45.4K (-$4.1K)
Filed 2026-11-02
Wagner Wealth Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$34.4K (-$1.9K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$31.7K (-$1.8K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$31.0K (-$1.7K)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$30 (-$1)
Filed 2026-10-02
Parkside Financial Bank & Trust
INCREASED
Shares287 from 285
Change+2 (+1%)
Value$26.4K (-$1.2K)
Filed 2026-10-27
Tsfg, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$23 (-$24.0K)
Filed 2026-10-23
Hoese & Co LLP
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$20.5K (-$1.1K)
Filed 2026-10-21
Lodestone Wealth Management LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$11.6K (-$642)
Filed 2026-10-14
Noble Wealth Management PBC
DECREASED
Shares110 from 120
Change-10 (-8%)
Value$10.1K (-$1.5K)
Filed 2026-10-01
Evolution Wealth Management Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$9.6K (-$536)
Filed 2026-10-28
Bangor Savings Bank
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$6.7K (-$373)
Filed 2026-10-06
Jacobi Capital Management LLC
NEW
Shares70
Change+70
Value$6.4K
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$6.2K (-$347)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares55
Change+55
Value$5.1K
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares51
Change+51
Value$4.7K
Filed 2026-10-30
Compass Financial Management LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.5K (-$194)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares26 from 1,376
Change-1,350 (-98%)
Value$2.4K (-$130.9K)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.4K (-$134)
Filed 2026-10-28
Blue Trust, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.4K (-$77)
Filed 2026-10-15
Caldwell Trust Co
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.0K (-$56)
Filed 2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$918 (-$51)
Filed 2026-10-06
Assetmark, Inc
DECREASED
Shares9 from 240
Change-231 (-96%)
Value$826 (-$22.4K)
Filed 2026-10-21
Breakwater Investment Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$368 (-$20)
Filed 2026-10-20
CoreCap Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$92 (-$5)
Filed 2026-10-08
Jefferies Financial Group Inc.
CLOSED
Shares0 from 10,244
Change-10,244 (-100%)
Value$0 (-$992.6K)
Filed 2026-11-05
SFG Wealth Management, Llc.
CLOSED
Shares0 from 4,033
Change-4,033 (-100%)
Value$0 (-$390.8K)
Filed 2026-10-23
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,645
Change-2,645 (-100%)
Value$0 (-$256.3K)
Filed 2026-10-23
Triad Wealth Partners, LLC
CLOSED
Shares0 from 2,330
Change-2,330 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 2,220
Change-2,220 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-13
Oppenheimer & Co Inc
CLOSED
Shares0 from 2,114
Change-2,114 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
CLOSED
Shares0 from 2,104
Change-2,104 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,531
Change-1,531 (-100%)
Value$0 (-$148.3K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$62.4K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$38.6K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-04
SYM Financial Corp
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-26
Bank of America Corp
N/A
Shares— from 4,536,365
Change-4,536,365 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 841,654
Change-841,654 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 387,390
Change-387,390 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 380,794
Change-380,794 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 208,319
Change-208,319 (-100%)
Value—
UBS Group AG
N/A
Shares— from 207,715
Change-207,715 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 151,820
Change-151,820 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 108,776
Change-108,776 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 101,464
Change-101,464 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 96,106
Change-96,106 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 84,009
Change-84,009 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 83,720
Change-83,720 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 79,372
Change-79,372 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 79,101
Change-79,101 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 73,274
Change-73,274 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 70,825
Change-70,825 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 62,382
Change-62,382 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 61,285
Change-61,285 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,812
Change-59,812 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 58,910
Change-58,910 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 55,926
Change-55,926 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 55,179
Change-55,179 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 54,493
Change-54,493 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 54,312
Change-54,312 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 53,985
Change-53,985 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 53,003
Change-53,003 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 50,079
Change-50,079 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 48,081
Change-48,081 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 47,974
Change-47,974 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 47,601
Change-47,601 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 38,996
Change-38,996 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 35,708
Change-35,708 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 35,044
Change-35,044 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 32,386
Change-32,386 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 28,726
Change-28,726 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 28,544
Change-28,544 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 25,937
Change-25,937 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,733
Change-23,733 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,188
Change-22,188 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 17,935
Change-17,935 (-100%)
Value—
BNP Paribas
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,009
Change-16,009 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,963
Change-15,963 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,885
Change-14,885 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 14,505
Change-14,505 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,607
Change-13,607 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,366
Change-13,366 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,890
Change-11,890 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,760
Change-11,760 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,538
Change-9,538 (-100%)
Value—
Allianz SE
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,353
Change-6,353 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
FMR LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 221
Change-221 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 87
Change-87 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 83
Change-83 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28
Change-28 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,199,9541,170,855+29,099+2%$113.5M$110.2M-$3.3M2026-11-06
RAM Investment Partners, LLC
INCREASED635,372561,746+73,626+13%$54.4M$58.3M+$3.9M2026-10-21
Mokosak Advisory Group, LLC
INCREASED290,170272,417+17,753+7%$26.4M$26.6M+$240.0K2026-10-20
RFG Advisory, LLC
INCREASED225,887109,483+116,404+106%$10.6M$20.7M+$10.1M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED201,0092,220+198,789+8954%$212.6K$18.5M+$18.3M2026-10-13
XML Financial, LLC
DECREASED182,276182,658-3820%$17.7M$16.7M-$966.6K2026-10-29
Novem Group
INCREASED166,620156,839+9,781+6%$15.2M$15.3M+$98.0K2026-10-19
McAdam, LLC
DECREASED135,460139,192-3,732-3%$13.5M$12.4M-$1.1M2026-10-21
Myecfo, LLC
INCREASED91,56688,576+2,990+3%$8.6M$8.4M-$180.2K2026-10-14
Islay Capital Management, LLC
DECREASED75,55585,564-10,009-12%$8.3M$6.9M-$1.4M2026-10-20
Modera Wealth Management, LLC
DECREASED59,08471,487-12,403-17%$6.9M$5.4M-$1.5M2026-10-28
True North Advisors, LLC
DECREASED49,83250,239-407-1%$4.9M$4.6M-$293.6K2026-10-22
Independent Financial Group, LLC
INCREASED43,03442,389+645+2%$4.1M$4.0M-$157.0K2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED36,17134,525+1,646+5%$3.3M$3.3M-$25.0K2026-10-30
Strategic Blueprint, LLC
INCREASED26,91026,599+311+1%$2.6M$2.5M-$107.1K2026-10-22
Truist Financial Corp
INCREASED26,15321,311+4,842+23%$2.1M$2.4M+$335.8K2026-10-30
Catalyst Investment Management LLC
NEW21,846—+21,846——$2.0M—2026-10-21
Farther Finance Advisors, LLC
INCREASED19,13513,329+5,806+44%$1.3M$1.8M+$465.0K2026-10-08
Great Waters Wealth Management
INCREASED18,31818,053+265+1%$1.7M$1.7M-$67.8K2026-10-07
Trek Financial, LLC
INCREASED17,9837,477+10,506+141%$724.5K$1.7M+$926.3K2026-10-29
Asset One Wealth Management LLC
INCREASED17,47617,430+46+0%$1.7M$1.6M-$67.2K2026-11-02
Alliance Wealth Management Group
INCREASED17,42416,707+717+4%$1.6M$1.6M-$19.4K2026-10-29
Towercrest Capital Management
INCREASED17,42416,707+717+4%$1.6M$1.6M-$19.4K2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED17,14217,14200%$1.7M$1.7M$02026-10-13
Bank of New York Mellon Corp
INCREASED15,74014,681+1,059+7%$1.4M$1.4M+$22.3K2026-11-05
Security Financial Services, Inc.
DECREASED14,87415,673-799-5%$1.5M$1.4M-$153.3K2026-10-29
Davenport & Co LLC
DECREASED14,28214,559-277-2%$1.4M$1.3M-$99.7K2026-10-14
IPG Investment Advisors LLC
UNCHANGED13,75013,75000%$1.3M$1.3M-$70.1K2026-10-30
Financial Freedom, LLC
DECREASED12,75513,246-491-4%$1.3M$1.2M-$112.7K2026-11-06
Laurel OAK Wealth Management, LLC
DECREASED12,42114,071-1,650-12%$1.4M$1.1M-$223.2K2026-10-19
Commonwealth Equity Services, LLC
DECREASED11,69111,951-260-2%$1.2M$1.1M-$84.8K2026-11-02
Cannon Advisors, Inc.
DECREASED11,68724,996-13,309-53%$2.4M$1.1M-$1.3M2026-10-14
BAM Wealth Management, LLC
DECREASED10,76310,901-138-1%$1.1M$988.0K-$68.3K2026-10-15
PFG Advisors
DECREASED9,0359,460-425-4%$916.7K$829.4K-$87.3K2026-10-16
Milestone Asset Management, LLC
INCREASED8,1468,110+36+0%$785.9K$747.9K-$38.0K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED8,07412,223-4,149-34%$1.2M$741-$1.2M2026-11-02
BLB&B Advisors, LLC
INCREASED6,4296,213+216+3%$602.1K$590.2K-$11.9K2026-10-27
Boomfish Wealth Group, LLC
DECREASED5,6916,100-409-7%$591.1K$522.5K-$68.6K2026-10-22
Nicholas Wealth, Llc.
DECREASED5,5556,368-813-13%$617.0K$510.0K-$107.1K2026-10-26
PKS Advisory Services, LLC
UNCHANGED5,5225,52200%$535.1K$535.1K$02026-10-26
Stonebridge Financial Group, LLC
INCREASED5,4905,386+104+2%$521.9K$504.0K-$17.9K2026-10-01
Net Worth Advisory Group
DECREASED5,2615,376-115-2%$521.0K$482.1K-$38.9K2026-10-20
Keystone Wealth Services, LLC
UNCHANGED4,1024,10200%$397.5K$377.5K-$20.0K2026-11-03
Larson Financial Group LLC
UNCHANGED3,8743,87400%$375.4K$355.6K-$19.8K2026-11-05
Womack Financial LLC
INCREASED3,8433,169+674+21%$307.1K$352.8K+$45.7K2026-10-14
TD Waterhouse Canada Inc.
UNCHANGED3,7023,70200%$356.6K$339.2K-$17.4K2026-10-16
Allworth Financial LP
UNCHANGED3,6663,66600%$355.2K$355.2K$02026-11-06
Choreo, LLC
DECREASED3,6453,807-162-4%$368.9K$334.6K-$34.3K2026-10-28
Evensky & Katz LLC
DECREASED3,55182,927-79,376-96%$8.0M$326-$8.0M2026-10-27
Fifth Third Bancorp
DECREASED3,1203,166-46-1%$306.8K$286.4K-$20.4K2026-11-05
Savant Capital, LLC
DECREASED2,8965,458-2,562-47%$530.9K$275.1K-$255.8K2026-11-06
Signal Advisors Wealth, LLC
DECREASED2,7472,868-121-4%$277.9K$252.2K-$25.7K2026-10-13
Nova Financial LLC
NEW2,670—+2,670——$245.1K—2026-11-04
Cornerstone Wealth Management, LLC
INCREASED2,6222,606+16+1%$252.5K$240.7K-$11.8K2026-11-04
Creative Planning
INCREASED2,6152,343+272+12%$227.0K$240.1K+$13.1K2026-11-02
Vise Technologies, Inc.
INCREASED2,3102,116+194+9%$205.1K$212.0K+$7.0K2026-10-29
Peak Financial Management, Inc.
UNCHANGED2,3052,30500%$223.4K$211.6K-$11.8K2026-10-16
Nikulski Financial, Inc.
DECREASED2,2972,810-513-18%$272.3K$210.8K-$61.5K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED1,8171,868-51-3%$181.0K$166.8K-$14.2K2026-11-04
US Bancorp \de\
INCREASED1,5501,475+75+5%$142.9K$142.3K-$6382026-11-05
SRH Advisors, LLC
UNCHANGED1,4001,40000%$135.7K$128.5K-$7.1K2026-10-22
Triumph Capital Management
INCREASED1,1311,115+16+1%$108.0K$103.8K-$4.2K2026-10-14
Private Trust Co NA
UNCHANGED1,0851,08500%$105.1K$99.6K-$5.5K2026-10-20
PNC Financial Services Group, Inc.
INCREASED1,061407+654+161%$39.4K$97.4K+$58.0K2026-11-06
Tradewinds Capital Management, LLC
INCREASED943873+70+8%$84.6K$86.6K+$2.0K2026-10-23
GGM Financial LLC
UNCHANGED59759700%$57.8K$54.8K-$3.0K2026-11-05
Golden State Wealth Management, LLC
DECREASED494511-17-3%$49.5K$45.4K-$4.1K2026-11-02
Wagner Wealth Management, LLC
UNCHANGED37537500%$36.3K$34.4K-$1.9K2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED34534500%$33.4K$31.7K-$1.8K2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED33833800%$32.8K$31.0K-$1.7K2026-11-03
CX Institutional
UNCHANGED32432400%$31$30-$12026-10-02
Parkside Financial Bank & Trust
INCREASED287285+2+1%$27.6K$26.4K-$1.2K2026-10-27
Tsfg, LLC
UNCHANGED25025000%$24.0K$23-$24.0K2026-10-23
Hoese & Co LLP
UNCHANGED22322300%$21.6K$20.5K-$1.1K2026-10-21
Lodestone Wealth Management LLC
UNCHANGED12612600%$12.2K$11.6K-$6422026-10-14
Noble Wealth Management PBC
DECREASED110120-10-8%$11.6K$10.1K-$1.5K2026-10-01
Evolution Wealth Management Inc.
UNCHANGED10510500%$10.2K$9.6K-$5362026-10-28
Bangor Savings Bank
UNCHANGED737300%$7.1K$6.7K-$3732026-10-06
Jacobi Capital Management LLC
NEW70—+70——$6.4K—2026-11-05
Register Financial Advisors LLC
UNCHANGED686800%$6.6K$6.2K-$3472026-10-23
Root Financial Partners, LLC
NEW55—+55——$5.1K—2026-10-21
Provenance Wealth Advisors, LLC
NEW51—+51——$4.7K—2026-10-30
Compass Financial Management LLC
UNCHANGED383800%$3.7K$3.5K-$1942026-10-30
IFP Advisors, Inc
DECREASED261,376-1,350-98%$133.3K$2.4K-$130.9K2026-10-16
Main Street Group, LTD
UNCHANGED262600%$2.6K$2.4K-$1342026-10-28
Blue Trust, Inc.
UNCHANGED151500%$1.5K$1.4K-$772026-10-15
Caldwell Trust Co
UNCHANGED111100%$1.1K$1.0K-$562026-10-30
Central Pacific Bank - Trust Division
UNCHANGED101000%$969$918-$512026-10-06
Assetmark, Inc
DECREASED9240-231-96%$23.3K$826-$22.4K2026-10-21
Breakwater Investment Management
UNCHANGED4400%$388$368-$202026-10-20
CoreCap Advisors, LLC
UNCHANGED1100%$97$92-$52026-10-08
Jefferies Financial Group Inc.
CLOSED010,244-10,244-100%$992.6K$0-$992.6K2026-11-05
SFG Wealth Management, Llc.
CLOSED04,033-4,033-100%$390.8K$0-$390.8K2026-10-23
Simplicity Wealth,LLC
CLOSED02,645-2,645-100%$256.3K$0-$256.3K2026-10-23
Triad Wealth Partners, LLC
CLOSED02,330-2,330-100%$221.0K$0-$221.0K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED02,220-2,220-100%$215.1K$0-$215.1K2026-10-13
Oppenheimer & Co Inc
CLOSED02,114-2,114-100%$204.8K$0-$204.8K2026-10-26
Quadrant Private Wealth Management, LLC
CLOSED02,104-2,104-100%$203.9K$0-$203.9K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED01,531-1,531-100%$148.3K$0-$148.3K2026-10-26
International Assets Investment Management, LLC
CLOSED0648-648-100%$62.4K$0-$62.4K2026-11-02
Citigroup Inc
CLOSED0398-398-100%$38.6K$0-$38.6K2026-11-04
Plante Moran Financial Advisors, LLC
CLOSED0125-125-100%$12.1K$0-$12.1K2026-11-04
SYM Financial Corp
CLOSED050-50-100%$4.8K$0-$4.8K2026-10-26
Bank of America Corp
N/A—4,536,365-4,536,365-100%$439.6M———
Morgan Stanley
N/A—841,654-841,654-100%$81.6M———
OneDigital Investment Advisors LLC
N/A—387,390-387,390-100%$37.5M———
Allianz Asset Management GmbH
N/A—380,794-380,794-100%$36.9M———
NewEdge Advisors, LLC
N/A—208,319-208,319-100%$20.2M———
UBS Group AG
N/A—207,715-207,715-100%$20.1M———
Gallagher Fiduciary Advisors, LLC
N/A—151,820-151,820-100%$14.7M———
Cetera Investment Advisers
N/A—108,776-108,776-100%$10.5M———
Jones Financial Companies Lllp
N/A—101,464-101,464-100%$9.9M———
Royal Bank of Canada
N/A—96,106-96,106-100%$9.3M———
Envestnet Asset Management Inc
N/A—84,009-84,009-100%$8.1M———
Wells Fargo & Company
N/A—83,720-83,720-100%$8.1M———
Modern Wealth Management, LLC
N/A—79,372-79,372-100%$7.7M———
MML Investors Services, LLC
N/A—79,101-79,101-100%$7.7M———
Ameriprise Financial Inc
N/A—73,274-73,274-100%$7.1M———
Northwestern Mutual Wealth Management Co
N/A—70,825-70,825-100%$6.9M———
Waverly Advisors, LLC
N/A—62,382-62,382-100%$6.0M———
Private Advisor Group, LLC
N/A—61,285-61,285-100%$5.9M———
Mariner, LLC
N/A—59,812-59,812-100%$5.8M———
Cerity Partners LLC
N/A—58,910-58,910-100%$5.7M———
Dakota Wealth Management
N/A—55,926-55,926-100%$5.4M———
CreativeOne Wealth, LLC
N/A—55,179-55,179-100%$5.3M———
Raymond James Financial Inc
N/A—54,493-54,493-100%$5.3M———
Fortis Capital Management LLC
N/A—54,312-54,312-100%$5.3M———
Ausdal Financial Partners, Inc.
N/A—53,985-53,985-100%$5.2M———
Osaic Holdings, Inc.
N/A—53,003-53,003-100%$5.1M———
Bernard Wealth Management Corp.
N/A—50,079-50,079-100%$4.9M———
First American Trust, FSB
N/A—48,081-48,081-100%$4.7M———
Cape COD Five Cents Savings Bank
N/A—47,974-47,974-100%$4.6M———
JPMorgan Chase & Co
N/A—47,601-47,601-100%$4.6M———
Integrated Wealth Concepts LLC
N/A—38,996-38,996-100%$3.8M———
Summit Financial, LLC
N/A—35,708-35,708-100%$3.5M———
Wayfinding Financial, LLC
N/A—35,044-35,044-100%$3.4M———
Shepherd Kaplan Krochuk, LLC
N/A—32,386-32,386-100%$3.1M———
Baird Financial Group, Inc.
N/A—28,726-28,726-100%$2.8M———
PAX Financial Group, LLC
N/A—28,544-28,544-100%$2.8M———
Capital Analysts, LLC
N/A—25,937-25,937-100%$2.5M———
Citadel Advisors LLC
N/A—23,733-23,733-100%$2.3M———
GeoWealth Management, LLC
N/A—22,188-22,188-100%$2.2M———
Mutual Advisors, LLC
N/A—19,982-19,982-100%$1.9M———
Sequoia Financial Advisors, LLC
N/A—17,935-17,935-100%$1.7M———
BNP Paribas
N/A—17,156-17,156-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—16,009-16,009-100%$1.6M———
Sanctuary Advisors, LLC
N/A—15,963-15,963-100%$1.5M———
AE Wealth Management LLC
N/A—14,885-14,885-100%$1.4M———
Van Hulzen Asset Management, LLC
N/A—14,505-14,505-100%$1.4M———
HighTower Advisors, LLC
N/A—13,607-13,607-100%$1.3M———
Stifel Financial Corp
N/A—13,366-13,366-100%$1.3M———
Gotham Asset Management, LLC
N/A—11,890-11,890-100%$1.2M———
Savvy Advisors, Inc.
N/A—11,760-11,760-100%$1.1M———
AQR Capital Management LLC
N/A—10,389-10,389-100%$1.0M———
Advisory Services Network, LLC
N/A—9,538-9,538-100%$924.2K———
Allianz SE
N/A—9,000-9,000-100%$872.1K———
Equitable Holdings, Inc.
N/A—8,303-8,303-100%$804.6K———
Arrowroot Family Office, LLC
N/A—8,220-8,220-100%$796.5K———
Ameritas Advisory Services, LLC
N/A—7,868-7,868-100%$762.5K———
Performance Wealth Partners, LLC
N/A—7,176-7,176-100%$695.4K———
Great Valley Advisor Group, Inc.
N/A—6,441-6,441-100%$623.7K———
Flow Traders U.S. LLC
N/A—6,353-6,353-100%$616.0K———
Focus Partners Wealth
N/A—6,210-6,210-100%$601.7K———
Element Wealth, LLC
N/A—5,359-5,359-100%$519.3K———
Faithward Advisors, LLC
N/A—5,251-5,251-100%$508.8K———
Global Retirement Partners, LLC
N/A—5,192-5,192-100%$503.1K———
Barnes Wealth Management Group, Inc
N/A—4,193-4,193-100%$406.3K———
Keystone Financial Group
N/A—4,137-4,137-100%$400.9K———
Principal Securities, Inc.
N/A—4,058-4,058-100%$393.2K———
Composition Wealth, LLC
N/A—3,841-3,841-100%$372.2K———
United Capital Financial Advisors, LLC
N/A—3,567-3,567-100%$345.8K———
Bank of Montreal
N/A—2,934-2,934-100%$284.3K———
Kiley Juergens Wealth Management, LLC
N/A—2,685-2,685-100%$260.2K———
Arkadios Wealth Advisors
N/A—2,672-2,672-100%$258.9K———
BFC Planning, Inc.
N/A—2,530-2,530-100%$245.1K———
MAI Capital Management
N/A—2,414-2,414-100%$233.9K———
Mercer Global Advisors Inc
N/A—2,349-2,349-100%$227.6K———
Kickstand Ventures, Llc.
N/A—2,212-2,212-100%$214.3K———
Ruggiero Investments, Inc.
N/A—2,173-2,173-100%$210.6K———
Rockefeller Capital Management L.P.
N/A—2,137-2,137-100%$207.2K———
Steward Partners Investment Advisory, LLC
N/A—1,720-1,720-100%$166.7K———
Harbour Investments, Inc.
N/A—1,719-1,719-100%$166.6K———
Wellington-Altus USA Inc.
N/A—1,667-1,667-100%$161.4K———
TD Capital Management LLC
N/A—1,571-1,571-100%$152.3K———
Rialto Wealth Management, LLC
N/A—1,258-1,258-100%$121.9K———
Qube Research & Technologies Ltd
N/A—1,229-1,229-100%$119.1K———
Blair William & Co
N/A—1,086-1,086-100%$105.3K———
FMR LLC
N/A—328-328-100%$31.8K———
Front Row Advisors LLC
N/A—275-275-100%$26.1K———
UBS Asset Management Americas LLC
N/A—259-259-100%$25.1K———
Millstone Evans Group, LLC
N/A—253-253-100%$24.5K———
Whittier Trust Co of Nevada Inc
N/A—221-221-100%$21.2K———
Tidemark, LLC
N/A—105-105-100%$10.2K———
Fiduciary Financial Advisors
N/A—87-87-100%$8.4K———
FAS Wealth Partners, Inc.
N/A—83-83-100%$8.0K———
Westfuller Advisors, LLC
N/A—41-41-100%$4.0K———
Arax Advisory Partners
N/A—28-28-100%$2.7K———
Crewe Advisors LLC
N/A—23-23-100%$2.2K———
Aptus Capital Advisors, LLC
N/A—19-19-100%$1.8K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$94———
Showing 200 of 200 institutions