IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pimco 25+ YR Zero CPN US TIF (ZROZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
INCREASED
Shares1,307,243 from 3,474
Change+1,303,769 (+37529%)
Value$70.5M (+$70.3M)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,300,009 from 857,839
Change+442,170 (+52%)
Value$70.1M (+$15.1M)
Filed 2026-11-03
GenWealth Group, Inc.
INCREASED
Shares441,103 from 406,774
Change+34,329 (+8%)
Value$23.8M (-$2.3M)
Filed 2026-10-16
Paragon Advisors, LLC
INCREASED
Shares181,243 from 148,433
Change+32,810 (+22%)
Value$9.8M (+$258.1K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares177,154 from 154,331
Change+22,823 (+15%)
Value$9.6M (-$340.5K)
Filed 2026-10-16
Richard P Slaughter Associates Inc
NEW
Shares93,433
Change+93,433
Value$5.0M
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares90,411 from 22,113
Change+68,298 (+309%)
Value$4.9M (+$3.5M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares89,144 from 97,839
Change-8,695 (-9%)
Value$4.8M (-$1.5M)
Filed 2026-11-02
Oppenheimer & Co Inc
NEW
Shares82,454
Change+82,454
Value$4.4M
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares78,111 from 82,296
Change-4,185 (-5%)
Value$4.2M (-$1.1M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
NEW
Shares73,326
Change+73,326
Value$4.0K
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
NEW
Shares54,164
Change+54,164
Value$2.9M
Filed 2026-10-27
Arlington Capital Management Inc
INCREASED
Shares52,462 from 51,742
Change+720 (+1%)
Value$2.8M (-$487.9K)
Filed 2026-10-30
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares45,859 from 47,445
Change-1,586 (-3%)
Value$2.5M (-$568.5K)
Filed 2026-10-21
Krilogy Financial LLC
DECREASED
Shares40,033 from 253,936
Change-213,903 (-84%)
Value$2.2M (-$14.1M)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares33,836 from 31,229
Change+2,607 (+8%)
Value$1.8M (-$177.4K)
Filed 2026-11-03
Golden Reserve Retirement LLC
INCREASED
Shares32,702 from 32,121
Change+581 (+2%)
Value$1.8M (-$295.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,199 from 19,887
Change+12,312 (+62%)
Value$1.7M (+$515.2K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares30,183
Change+30,183
Value$1.6M
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares29,158 from 29,084
Change+74 (+0%)
Value$1.6M (-$292.1K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares23,969 from 38,946
Change-14,977 (-38%)
Value$1.3M (-$1.2M)
Filed 2026-10-30
Provident Wealth Management, LLC
DECREASED
Shares23,556 from 24,761
Change-1,205 (-5%)
Value$1.3M (-$317.0K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares21,402 from 27,916
Change-6,514 (-23%)
Value$1.2K (-$1.8M)
Filed 2026-10-22
Goodman Advisory Group, LLC
DECREASED
Shares18,330 from 22,401
Change-4,071 (-18%)
Value$988.4K (-$447.5K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
NEW
Shares16,393
Change+16,393
Value$883.9K
Filed 2026-10-23
Williams & Novak Wealth Management, LLC
INCREASED
Shares14,774 from 10,690
Change+4,084 (+38%)
Value$796.6K (+$111.4K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares11,335 from 2,157
Change+9,178 (+426%)
Value$611.2K (+$472.9K)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares11,262
Change+11,262
Value$607.2K
Filed 2026-11-05
Elevated Capital Advisors, LLC
INCREASED
Shares10,581 from 6,160
Change+4,421 (+72%)
Value$570.5K (+$175.7K)
Filed 2026-11-04
Primoris Wealth Advisors, LLC
INCREASED
Shares10,000 from 5,000
Change+5,000 (+100%)
Value$539.2K (+$218.7K)
Filed 2026-10-28
Howard Bailey Securities, LLC
DECREASED
Shares7,903 from 8,268
Change-365 (-4%)
Value$426.1K (-$103.9K)
Filed 2026-10-27
Great Lakes Retirement, Inc.
DECREASED
Shares7,765 from 8,452
Change-687 (-8%)
Value$418.7K (-$123.0K)
Filed 2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares7,522 from 7,991
Change-469 (-6%)
Value$405.6K (-$106.6K)
Filed 2026-10-26
Ballew Advisors, Inc
DECREASED
Shares7,350 from 7,435
Change-85 (-1%)
Value$392.6K (-$72.9K)
Filed 2026-10-05
Simplicity Wealth,LLC
DECREASED
Shares6,903 from 6,961
Change-58 (-1%)
Value$372.2K (-$74.0K)
Filed 2026-10-23
Apollon Wealth Management, LLC
NEW
Shares5,535
Change+5,535
Value$298.4K
Filed 2026-10-23
Aegis Wealth Management, Inc.
NEW
Shares5,291
Change+5,291
Value$285.3K
Filed 2026-10-26
Integrity Wealth Advisors, Inc.
NEW
Shares4,281
Change+4,281
Value$230.9K
Filed 2026-10-29
Davenport & Co LLC
NEW
Shares4,202
Change+4,202
Value$226.6K
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares3,530 from 3,605
Change-75 (-2%)
Value$190.3K (-$40.7K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares3,247 from 3,079
Change+168 (+5%)
Value$175.1K (-$22.3K)
Filed 2026-10-08
Tounjian Advisory Partners, LLC
DECREASED
Shares2,901 from 3,159
Change-258 (-8%)
Value$156.4K (-$46.1K)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares1,998 from 2,108
Change-110 (-5%)
Value$107.7K (-$27.4K)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares1,131 from 402
Change+729 (+181%)
Value$61.0K (+$35.2K)
Filed 2026-10-28
Montgomery Financial Services LLC
DECREASED
Shares899 from 947
Change-48 (-5%)
Value$48.5K (-$12.2K)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares606 from 589
Change+17 (+3%)
Value$32.7K (-$5.1K)
Filed 2026-11-03
Lanark Financial, Inc.
NEW
Shares587
Change+587
Value$31.7K
Filed 2026-10-26
DecisionPoint Financial, LLC
NEW
Shares517
Change+517
Value$27.7K
Filed 2026-10-27
Nfsg Corp
NEW
Shares500
Change+500
Value$27.0K
Filed 2026-10-15
Decker Retirement Planning Inc.
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$12.6K (-$2.4K)
Filed 2026-10-19
West Branch Capital LLC
INCREASED
Shares218 from 215
Change+3 (+1%)
Value$11.7K (-$2.0K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$7.8K (-$1.5K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares127 from 44
Change+83 (+189%)
Value$6.8K (+$4.0K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
NEW
Shares105
Change+105
Value$5.7K
Filed 2026-11-04
US Bancorp \de\
NEW
Shares86
Change+86
Value$4.6K
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$107 (-$19)
Filed 2026-11-04
CPC Advisors, LLC
CLOSED
Shares0 from 417,268
Change-417,268 (-100%)
Value$0 (-$26.7M)
Filed 2026-10-21
Sigma Planning Corp
CLOSED
Shares0 from 36,272
Change-36,272 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-23
Prospera Financial Services Inc
CLOSED
Shares0 from 22,492
Change-22,492 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 17,149
Change-17,149 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Centurion Wealth Management LLC
CLOSED
Shares0 from 12,967
Change-12,967 (-100%)
Value$0 (-$831.2K)
Filed 2026-10-13
Visionary Wealth Advisors
CLOSED
Shares0 from 3,828
Change-3,828 (-100%)
Value$0 (-$245.4K)
Filed 2026-11-04
Ergawealth Advisors, Inc.
CLOSED
Shares0 from 3,681
Change-3,681 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-21
Integrity Alliance, Llc.
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-29
Integrated Wealth Management
CLOSED
Shares0 from 3,486
Change-3,486 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,590
Change-2,590 (-100%)
Value$0 (-$162.2K)
Filed 2026-11-02
Parallel Advisors, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$109.0K)
Filed 2026-11-03
Evolution Wealth Management Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 1,290,253
Change-1,290,253 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 686,112
Change-686,112 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 598,288
Change-598,288 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 557,422
Change-557,422 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 486,324
Change-486,324 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 287,853
Change-287,853 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 227,054
Change-227,054 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 171,949
Change-171,949 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 152,855
Change-152,855 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 129,466
Change-129,466 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 116,512
Change-116,512 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 105,172
Change-105,172 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 100,242
Change-100,242 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 96,029
Change-96,029 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 91,404
Change-91,404 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 89,650
Change-89,650 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 84,180
Change-84,180 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 77,427
Change-77,427 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 76,955
Change-76,955 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 70,314
Change-70,314 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 68,904
Change-68,904 (-100%)
Value—
UBS Group AG
N/A
Shares— from 64,498
Change-64,498 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 60,170
Change-60,170 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 58,897
Change-58,897 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 50,554
Change-50,554 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 46,622
Change-46,622 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,218
Change-46,218 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 46,103
Change-46,103 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 45,475
Change-45,475 (-100%)
Value—
&partners
N/A
Shares— from 42,280
Change-42,280 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 38,300
Change-38,300 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 29,738
Change-29,738 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 28,140
Change-28,140 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 27,045
Change-27,045 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 21,794
Change-21,794 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,203
Change-21,203 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,718
Change-17,718 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 17,342
Change-17,342 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,270
Change-15,270 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 6,229
Change-6,229 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 516
Change-516 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
FMR LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Annex Advisory Services, LLC
INCREASED1,307,2433,474+1,303,769+37529%$222.7K$70.5M+$70.3M2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED1,300,009857,839+442,170+52%$55.0M$70.1M+$15.1M2026-11-03
GenWealth Group, Inc.
INCREASED441,103406,774+34,329+8%$26.1M$23.8M-$2.3M2026-10-16
Paragon Advisors, LLC
INCREASED181,243148,433+32,810+22%$9.5M$9.8M+$258.1K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED177,154154,331+22,823+15%$9.9M$9.6M-$340.5K2026-10-16
Richard P Slaughter Associates Inc
NEW93,433—+93,433——$5.0M—2026-10-13
Truist Financial Corp
INCREASED90,41122,113+68,298+309%$1.4M$4.9M+$3.5M2026-10-30
Commonwealth Equity Services, LLC
DECREASED89,14497,839-8,695-9%$6.3M$4.8M-$1.5M2026-11-02
Oppenheimer & Co Inc
NEW82,454—+82,454——$4.4M—2026-10-26
D.A. Davidson & Co.
DECREASED78,11182,296-4,185-5%$5.3M$4.2M-$1.1M2026-10-28
Cambridge Investment Research Advisors, Inc.
NEW73,326—+73,326——$4.0K—2026-11-02
Cassaday & Co Wealth Management LLC
NEW54,164—+54,164——$2.9M—2026-10-27
Arlington Capital Management Inc
INCREASED52,46251,742+720+1%$3.3M$2.8M-$487.9K2026-10-30
Mid-American Wealth Advisory Group, Inc.
DECREASED45,85947,445-1,586-3%$3.0M$2.5M-$568.5K2026-10-21
Krilogy Financial LLC
DECREASED40,033253,936-213,903-84%$16.3M$2.2M-$14.1M2026-10-13
Carrera Capital Advisors
INCREASED33,83631,229+2,607+8%$2.0M$1.8M-$177.4K2026-11-03
Golden Reserve Retirement LLC
INCREASED32,70232,121+581+2%$2.1M$1.8M-$295.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED32,19919,887+12,312+62%$1.2M$1.7M+$515.2K2026-10-13
Nova Financial LLC
NEW30,183—+30,183——$1.6M—2026-11-04
Lloyd Advisory Services, Llc.
INCREASED29,15829,084+74+0%$1.9M$1.6M-$292.1K2026-11-02
Compass Financial Management LLC
DECREASED23,96938,946-14,977-38%$2.5M$1.3M-$1.2M2026-10-30
Provident Wealth Management, LLC
DECREASED23,55624,761-1,205-5%$1.6M$1.3M-$317.0K2026-10-20
Wedbush Securities Inc
DECREASED21,40227,916-6,514-23%$1.8M$1.2K-$1.8M2026-10-22
Goodman Advisory Group, LLC
DECREASED18,33022,401-4,071-18%$1.4M$988.4K-$447.5K2026-11-02
Samalin Investment Counsel, LLC
NEW16,393—+16,393——$883.9K—2026-10-23
Williams & Novak Wealth Management, LLC
INCREASED14,77410,690+4,084+38%$685.2K$796.6K+$111.4K2026-10-09
Fifth Third Bancorp
INCREASED11,3352,157+9,178+426%$138.3K$611.2K+$472.9K2026-11-05
Imc-Chicago, LLC
NEW11,262—+11,262——$607.2K—2026-11-05
Elevated Capital Advisors, LLC
INCREASED10,5816,160+4,421+72%$394.9K$570.5K+$175.7K2026-11-04
Primoris Wealth Advisors, LLC
INCREASED10,0005,000+5,000+100%$320.5K$539.2K+$218.7K2026-10-28
Howard Bailey Securities, LLC
DECREASED7,9038,268-365-4%$530.0K$426.1K-$103.9K2026-10-27
Great Lakes Retirement, Inc.
DECREASED7,7658,452-687-8%$541.8K$418.7K-$123.0K2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED7,5227,991-469-6%$512.2K$405.6K-$106.6K2026-10-26
Ballew Advisors, Inc
DECREASED7,3507,435-85-1%$465.5K$392.6K-$72.9K2026-10-05
Simplicity Wealth,LLC
DECREASED6,9036,961-58-1%$446.2K$372.2K-$74.0K2026-10-23
Apollon Wealth Management, LLC
NEW5,535—+5,535——$298.4K—2026-10-23
Aegis Wealth Management, Inc.
NEW5,291—+5,291——$285.3K—2026-10-26
Integrity Wealth Advisors, Inc.
NEW4,281—+4,281——$230.9K—2026-10-29
Davenport & Co LLC
NEW4,202—+4,202——$226.6K—2026-10-14
Private Trust Co NA
DECREASED3,5303,605-75-2%$231.0K$190.3K-$40.7K2026-10-20
Farther Finance Advisors, LLC
INCREASED3,2473,079+168+5%$197.4K$175.1K-$22.3K2026-10-08
Tounjian Advisory Partners, LLC
DECREASED2,9013,159-258-8%$202.5K$156.4K-$46.1K2026-11-04
Kingdom Financial Group Llc.
DECREASED1,9982,108-110-5%$135.1K$107.7K-$27.4K2026-11-04
TD Private Client Wealth LLC
INCREASED1,131402+729+181%$25.8K$61.0K+$35.2K2026-10-28
Montgomery Financial Services LLC
DECREASED899947-48-5%$60.7K$48.5K-$12.2K2026-11-03
Networth Advisors, LLC
INCREASED606589+17+3%$37.8K$32.7K-$5.1K2026-11-03
Lanark Financial, Inc.
NEW587—+587——$31.7K—2026-10-26
DecisionPoint Financial, LLC
NEW517—+517——$27.7K—2026-10-27
Nfsg Corp
NEW500—+500——$27.0K—2026-10-15
Decker Retirement Planning Inc.
UNCHANGED23423400%$15.0K$12.6K-$2.4K2026-10-19
West Branch Capital LLC
INCREASED218215+3+1%$13.8K$11.7K-$2.0K2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED14414400%$9.2K$7.8K-$1.5K2026-11-02
Spire Wealth Management
INCREASED12744+83+189%$2.8K$6.8K+$4.0K2026-10-30
EverSource Wealth Advisors, LLC
NEW105—+105——$5.7K—2026-11-04
US Bancorp \de\
NEW86—+86——$4.6K—2026-11-05
Creative Financial Designs Inc
UNCHANGED2200%$126$107-$192026-11-04
CPC Advisors, LLC
CLOSED0417,268-417,268-100%$26.7M$0-$26.7M2026-10-21
Sigma Planning Corp
CLOSED036,272-36,272-100%$2.3M$0-$2.3M2026-10-23
Prospera Financial Services Inc
CLOSED022,492-22,492-100%$1.4M$0-$1.4M2026-11-04
Valtinson Bruner Financial Planning LLC
CLOSED017,149-17,149-100%$1.1M$0-$1.1M2026-11-02
Centurion Wealth Management LLC
CLOSED012,967-12,967-100%$831.2K$0-$831.2K2026-10-13
Visionary Wealth Advisors
CLOSED03,828-3,828-100%$245.4K$0-$245.4K2026-11-04
Ergawealth Advisors, Inc.
CLOSED03,681-3,681-100%$236.0K$0-$236.0K2026-10-21
Integrity Alliance, Llc.
CLOSED03,550-3,550-100%$227.6K$0-$227.6K2026-10-29
Integrated Wealth Management
CLOSED03,486-3,486-100%$223.5K$0-$223.5K2026-10-19
International Assets Investment Management, LLC
CLOSED02,590-2,590-100%$162.2K$0-$162.2K2026-11-02
Parallel Advisors, LLC
CLOSED01,700-1,700-100%$109.0K$0-$109.0K2026-11-03
Evolution Wealth Management Inc.
CLOSED022-22-100%$1.4K$0-$1.4K2026-10-28
Bank of America Corp
N/A—1,290,253-1,290,253-100%$82.7M———
LPL Financial LLC
N/A—686,112-686,112-100%$44.0M———
RWA Wealth Partners, LLC
N/A—598,288-598,288-100%$38.4M———
RiverFront Investment Group, LLC
N/A—557,422-557,422-100%$35.7M———
Envestnet Asset Management Inc
N/A—486,324-486,324-100%$31.2M———
Quadrature Capital Ltd
N/A—287,853-287,853-100%$18.5M———
Raymond James Financial Inc
N/A—227,054-227,054-100%$14.6M———
Tidal Investments LLC
N/A—171,949-171,949-100%$10.9M———
Morgan Stanley
N/A—152,855-152,855-100%$9.8M———
Northwestern Mutual Wealth Management Co
N/A—129,466-129,466-100%$8.3M———
AE Wealth Management LLC
N/A—116,512-116,512-100%$7.5M———
IHT Wealth Management, LLC
N/A—105,172-105,172-100%$6.7M———
Tower Research Capital LLC (TRC)
N/A—100,242-100,242-100%$6.4M———
Rockefeller Capital Management L.P.
N/A—96,029-96,029-100%$6.2M———
Goldman Sachs Group Inc
N/A—91,404-91,404-100%$5.9M———
Royal Bank of Canada
N/A—89,650-89,650-100%$5.7M———
MML Investors Services, LLC
N/A—84,180-84,180-100%$5.4M———
Jones Financial Companies Lllp
N/A—77,427-77,427-100%$5.0M———
Susquehanna International Group, LLP
N/A—76,955-76,955-100%$4.9M———
Osaic Holdings, Inc.
N/A—70,314-70,314-100%$4.5M———
Marex Group Ltd
N/A—68,904-68,904-100%$4.4M———
UBS Group AG
N/A—64,498-64,498-100%$4.1M———
Jane Street Group, LLC
N/A—60,170-60,170-100%$3.9M———
Citadel Advisors LLC
N/A—58,897-58,897-100%$3.8M———
Flow Traders U.S. LLC
N/A—50,554-50,554-100%$3.2M———
Retirement Management Systems Inc.
N/A—46,622-46,622-100%$3.0M———
Janney Montgomery Scott LLC
N/A—46,218-46,218-100%$3.0M———
GTS Securities LLC
N/A—46,103-46,103-100%$3.0M———
Wells Fargo & Company
N/A—45,475-45,475-100%$2.9M———
&partners
N/A—42,280-42,280-100%$2.7M———
Shepherd Kaplan Krochuk, LLC
N/A—38,300-38,300-100%$2.5M———
Redwood Investment Management, LLC
N/A—29,738-29,738-100%$1.9M———
Delos Wealth Advisors, LLC
N/A—28,140-28,140-100%$1.8M———
Stifel Financial Corp
N/A—27,045-27,045-100%$1.7M———
FLP Wealth Management, LLC
N/A—21,794-21,794-100%$1.4M———
Sanctuary Advisors, LLC
N/A—21,699-21,699-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—21,203-21,203-100%$1.4M———
Private Advisor Group, LLC
N/A—17,718-17,718-100%$1.1M———
Guggenheim Capital LLC
N/A—17,342-17,342-100%$1.1M———
JPMorgan Chase & Co
N/A—15,270-15,270-100%$997.9K———
Phoenix Financial Ltd.
N/A—15,177-15,177-100%$967.3K———
Integrated Wealth Concepts LLC
N/A—14,704-14,704-100%$942.5K———
National Bank of Canada
N/A—12,700-12,700-100%$814.3K———
Blair William & Co
N/A—11,977-11,977-100%$767.7K———
Ameriprise Financial Inc
N/A—10,106-10,106-100%$649.7K———
Two Sigma Securities, LLC
N/A—9,455-9,455-100%$606.1K———
Fiduciary Financial Advisors
N/A—9,405-9,405-100%$602.7K———
Advisory Services Network, LLC
N/A—9,079-9,079-100%$582.0K———
Prelude Capital Management, LLC
N/A—9,030-9,030-100%$578.8K———
Bcwm, LLC
N/A—6,863-6,863-100%$439.9K———
Sankala Group LLC
N/A—6,860-6,860-100%$394.5K———
Authentikos Wealth Advisory, LLC
N/A—6,229-6,229-100%$399.3K———
Savant Capital, LLC
N/A—5,812-5,812-100%$372.4K———
Fort Sheridan Advisors LLC
N/A—5,500-5,500-100%$352.6K———
Cetera Investment Advisers
N/A—5,329-5,329-100%$341.6K———
Federation des caisses Desjardins du Quebec
N/A—4,149-4,149-100%$266.0K———
Boothbay Fund Management, LLC
N/A—3,900-3,900-100%$250.0K———
NewEdge Advisors, LLC
N/A—3,738-3,738-100%$239.6K———
Western Wealth Management, LLC
N/A—3,450-3,450-100%$221.1K———
Quarry LP
N/A—1,470-1,470-100%$94.2K———
Qube Research & Technologies Ltd
N/A—1,164-1,164-100%$74.6K———
Barclays PLC
N/A—1,000-1,000-100%$64.1K———
IFG Advisory, LLC
N/A—933-933-100%$59.8K———
Bank of Montreal
N/A—516-516-100%$33.1K———
Steward Partners Investment Advisory, LLC
N/A—500-500-100%$32.1K———
Whittier Trust Co of Nevada Inc
N/A—132-132-100%$8.1K———
FMR LLC
N/A—128-128-100%$8.2K———
Highland Investment Advisors LLC
N/A—58-58-100%$3.7K———
Bogart Wealth, LLC
N/A—51-51-100%$3.3K———
Geneos Wealth Management Inc.
N/A—49-49-100%$3.1K———
Hollencrest Capital Management
N/A—9-9-100%$577———
Showing 139 of 139 institutions