PIMCO Active Bond Exchange-TBONDETF
13F holders, Q4 2025 (December 31)506holders +50
53new positions
20sold out
3famous investors
$93.10avg. 13F price*
At the end of Q4 2025, 506 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 50 from Q3 2025. 53 opened new positions and 20 sold out. The largest holders were Cwm, LLC ($386.2M), Morgan Stanley ($314.7M) and LPL Financial LLC ($269.6M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q4 2025)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $108.1M |
| Exits | 20 | $9.1M |
All 13F filers, Q3 2025 → Q4 2025: 8,784,641 shares bought and 713,161 shares sold, net +8,071,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| Cwm, LLC | 1.05% | Add +4.5% | 4,149,576 | $386.2M |
| Morgan Stanley | 0.02% | Add +14.2% | 3,380,670 | $314.7M |
| LPL Financial LLC | 0.07% | Add +25.4% | 2,895,952 | $269.6M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.1% | 2,100,558 | $195.5M |
| Wells Fargo & Company | 0.04% | Add +23.8% | 1,983,801 | $184.7M |
| Osaic Holdings, Inc. | 0.22% | Reduce -1.0% | 1,652,036 | $153.8M |
| Tectonic Advisors LLC | 7.79% | Add +0.8% | 1,586,589 | $147.7M |
| OneDigital Investment Advisors LLC | 1.42% | Add +8.4% | 1,552,324 | $144.5M |
| AE Wealth Management LLC | 0.79% | Add +47.6% | 1,482,067 | $138.0M |
| Bank of America Corp. | 0.01% | Add +18.3% | 1,453,893 | $135.3M |
| Koss-Olinger Consulting, LLC | 9.49% | Add +100.5% | 1,315,663 | $122.5M |
| Great Valley Advisor Group, Inc. | 2.00% | Add +11.5% | 1,115,814 | $103.9M |
| NewEdge Advisors, LLC | 0.36% | Add +7.3% | 1,055,291 | $98.2M |
| Raymond James Financial Inc. | 0.03% | Add +65.3% | 1,017,170 | $94.7M |
| Cetera Investment Advisers | 0.10% | Add +13.8% | 944,019 | $87.9M |
| UBS Group AG | 0.02% | Add +9.2% | 889,205 | $82.8M |
| Vickerman Investment Advisors, Inc. | 14.46% | Add +13.6% | 777,120 | $72.3M |
| CreativeOne Wealth, LLC | 1.74% | Add +9.5% | 772,020 | $71.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 765,938 | $71.3M |
| Waverly Advisors, LLC | 0.48% | Add +181.0% | 640,890 | $59.7M |
| Commonwealth Equity Services, LLC | 0.08% | Add +46.5% | 635,255 | $59.1M |
| Royal Bank of Canada | 0.01% | Add +15.6% | 634,895 | $59.1M |
| Sand Hill Global Advisors, LLC | 2.03% | Add +17.4% | 624,484 | $58.1M |
| Buck Wealth Strategies, LLC | 6.87% | Add +40.5% | 581,455 | $54.1M |
| Concurrent Investment Advisors, LLC | 0.59% | Add +10.5% | 558,121 | $51.9M |
| Heirloom Wealth Management | 10.58% | Add +1.9% | 491,798 | $45.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +10.2% | 483,862 | $45.1M |
| Thrivent Financial for Lutherans | 0.08% | Add +38.8% | 479,638 | $44.9M |
| Evolve Private Wealth, LLC | 2.59% | — | 466,565 | $43.6M |
| Mercer Global Advisors Inc. | 0.07% | Add +7.5% | 458,159 | $42.6M |
| Stifel Financial Corp. | 0.04% | Add +1.8% | 446,487 | $41.6M |
| FSM Wealth Advisors, LLC | 5.35% | Add +11.2% | 420,342 | $39.1M |
| HighTower Advisors, LLC | 0.04% | Add +67.5% | 418,859 | $39.0M |
| Advocacy Wealth Management, LLC | 1.60% | New | 410,678 | $38.2M |
| Hudson Capital Management LLC | 9.51% | Add +5.2% | 395,319 | $36.8M |
| Exchange Traded Concepts, LLC | 0.30% | Add +5.7% | 389,552 | $36.3M |
| BNP Paribas Financial Markets | 0.02% | Add +0.4% | 380,578 | $35.4M |
| Kestra Advisory Services, LLC | 0.13% | Add +18.1% | 350,395 | $32.6M |
| Legacy Private Trust Co. | 1.61% | Add +23.2% | 294,263 | $27.4M |
| Flaharty Asset Management, LLC | 3.31% | Add +2.2% | 284,921 | $26.5M |
| Southland Equity Partners LLC | 5.06% | Add +4.0% | 275,284 | $25.6M |
| Goldstein Advisors, LLC | 2.85% | Add +2.1% | 269,010 | $25.0M |
| Private Advisor Group, LLC | 0.12% | Add +24.1% | 268,049 | $24.9M |
| Eclectic Associates Inc. | 3.86% | Add +41.6% | 266,151 | $24.8M |
| Sowell Financial Services LLC | 0.91% | Add +3.8% | 265,987 | $24.8M |
| Stadion Money Management, LLC | 2.00% | New | 264,926 | $24.7M |
| Cornerstone Wealth Management, LLC | 1.27% | Add +6.8% | 262,663 | $24.4M |
| Kelman-Lazarov, Inc. | 3.46% | Add +3.6% | 260,274 | $24.2M |
| Valley National Advisers Inc. | 3.30% | Add +111.0% | 256,134 | $23.8M |
| Alpha Cubed Investments, LLC | 0.76% | Add +3.0% | 239,469 | $22.3M |
| Bouvel Investment Partners, LLC | 6.38% | Add +56.4% | 237,842 | $22.1M |
| O'Connor Financial Group LLC | 8.82% | Add +4.9% | 236,345 | $22.1M |
| Novem Group | 2.48% | Add +7.3% | 230,537 | $21.5M |
| Captrust Financial Advisors | 0.04% | Reduce -8.6% | 230,276 | $21.4M |
| Gotham Asset Management | 0.08% | Add +17.1% | 228,960 | $21.3M |
| Mariner, LLC | 0.02% | Add +44.0% | 209,445 | $19.5M |
| First Commonwealth Financial Corp | 3.15% | Add +12.0% | 205,060 | $19.1M |
| Ocean Park Asset Management, LLC | 0.89% | No change | 204,100 | $19.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +8.9% | 203,406 | $18.9M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +4.0% | 194,546 | $18.1M |
| MML Investors Services, LLC | 0.04% | Add +5.1% | 193,412 | $18.0M |
| RFG Advisory, LLC | 0.34% | Add +8.4% | 191,508 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +9.5% | 191,060 | $17.8M |
| Elevation Point Wealth Partners, LLC | 0.84% | Add +10.2% | 186,495 | $17.4M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +7.1% | 186,470 | $17.4M |
| Crestmont Private Wealth LLC | 5.55% | Reduce -1.0% | 183,532 | $17.1M |
| Wayfinding Financial, LLC | 6.94% | New | 175,288 | $16.4M |
| Hutchens & Kramer Investment Management Group, LLC | 5.34% | Add +32.6% | 166,174 | $15.5M |
| Bleakley Financial Group, LLC | 0.27% | Add +19.4% | 164,245 | $15.3M |
| Jones Financial Companies LLLP | 0.01% | Add +102.9% | 160,804 | $15.0M |
| Horizon Investments, LLC | 0.18% | Add +1.5% | 154,435 | $14.4M |
| Lynch Investment Planning, LLC | 13.72% | — | 153,154 | $14.3M |
| GeoWealth Management, LLC | 0.52% | Add +7.2% | 151,094 | $14.1M |
| Mullooly Asset Management, Inc. | 5.08% | Add +10.3% | 149,136 | $13.9M |
| Nest Investments, LLC | 11.42% | — | 146,684 | $13.7M |
| Truist Financial Corp. | 0.02% | Add +12.0% | 144,963 | $13.5M |
| Kwmg, LLC | 1.15% | Add +2.0% | 143,638 | $13.4M |
| Parr McKnight Wealth Management Group, LLC | 1.73% | Add +16.3% | 141,358 | $13.2M |
| Vicus Capital | 0.98% | Add +1.5% | 140,970 | $13.1M |
| Acima Private Wealth, LLC | 4.04% | Add +18.9% | 139,883 | $13.0M |
| Vavra Capital Management, LLC | 12.76% | — | 139,589 | $13.0M |
| McGrath & Associates, Inc. | 17.85% | Add +12.0% | 135,105 | $12.6M |
| BCS Wealth Management | 1.26% | Add +128.8% | 134,349 | $12.5M |
| Steph & Co. | 3.60% | Add +7.0% | 134,031 | $12.5M |
| PAX Financial Group, LLC | 2.14% | Reduce -0.5% | 133,271 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.58% | Add +32.8% | 129,474 | $12.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +48.0% | 125,862 | $11.7M |
| Clearstead Advisors, LLC | 0.15% | Add +3.5% | 125,322 | $11.7M |
| Sheridan Capital Management, LLC | 5.87% | Add +3.1% | 124,351 | $11.6M |
| D.A. Davidson & Co. | 0.07% | Add +30.9% | 123,863 | $11.5M |
| Gould Asset Management LLC | 2.00% | Add +13.8% | 121,012 | $11.3M |
| AdvisorNet Financial, Inc | 0.59% | Add +4.7% | 118,958 | $11.1M |
| Scotia Capital Inc. | 0.04% | Reduce -63.0% | 118,165 | $11.0M |
| MorganRosel Wealth Management, LLC | 2.71% | Add +6.9% | 116,301 | $10.8M |
| TD Capital Management LLC | 0.96% | Add +1.2% | 116,230 | $10.8M |
| MRA Advisory Group | 4.22% | Add +6.3% | 108,076 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +9.4% | 106,407 | $9.9M |
| GM Advisory Group, LLC | 0.39% | Add +6.5% | 105,864 | $9.9M |
| SimpliFi, Inc. | 4.15% | Reduce -50.6% | 105,312 | $9.8M |
| Destination Wealth Management | 0.25% | Add +5.1% | 104,023 | $9.7M |
| Harbour Investments, Inc. | 0.19% | Add +1.1% | 103,252 | $9.6M |
| Smart Portfolios, LLC | 9.43% | Reduce -6.7% | 101,735 | $9.5M |
| Capital Analysts, LLC | 0.25% | Add +121.7% | 98,635 | $9.2M |
| WealthShield Partners, LLC | 0.98% | Add +22.4% | 95,461 | $8.9M |
| Hopwood Nicholas Hunter | 2.88% | — | 94,973 | $8.8M |
| IFG Advisory, LLC | 0.38% | Add +3.7% | 93,428 | $8.7M |
| Treasure Coast Financial Planning | 4.57% | Add +4.0% | 92,344 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +133.5% | 91,379 | $8.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +7.7% | 89,881 | $8.4M |
| Sagespring Wealth Partners, LLC | 0.15% | Add +0.0% | 89,322 | $8.3M |
| Freedom Investment Management, Inc. | 2.39% | Reduce -13.7% | 88,476 | $8.2M |
| Catalyst Investment Management LLC | 7.72% | — | 87,606 | $8.2M |
| Allworth Financial LP | 0.03% | Reduce -4.0% | 84,436 | $7.9M |
| Linscomb Wealth, Inc. | 0.33% | Add +10.4% | 84,216 | $7.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -0.8% | 84,068 | $7.8M |
| Security Financial Services, INC. | 1.15% | Add +23.7% | 78,378 | $7.3M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -1.5% | 77,710 | $7.2M |
| USAdvisors Wealth Management, LLC | 2.37% | Add +12.7% | 77,304 | $7.2M |
| Axxcess Wealth Management, LLC | 0.13% | Add +1980.9% | 76,766 | $7.1M |
| Halbert Hargrove Global Advisors, LLC | 0.34% | Reduce -0.8% | 76,187 | $7.1M |
| Patten & Patten Inc. | 0.41% | Add +14.7% | 74,925 | $7.0M |
| Darwin Wealth Management, LLC | 2.14% | Add +2.1% | 74,116 | $6.9M |
| Visionary Wealth Advisors | 0.31% | Add +18.4% | 72,890 | $6.8M |
| Global Retirement Partners, LLC | 0.12% | Add +8.7% | 72,814 | $6.8M |
| Asset Allocation Strategies LLC | 1.24% | Add +31.3% | 71,982 | $6.7M |
| Affiance Financial, LLC | 1.08% | Add +33.6% | 71,780 | $6.7M |
| CarsonAllaria Wealth Management, Ltd. | 3.29% | Add +9.3% | 71,318 | $6.6M |
| Nations Financial Group Inc, /Ia/ | 0.34% | Add +0.6% | 69,944 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Add +15.1% | 69,872 | $6.5M |
| Denver PWM, LLC | 2.10% | No change | 68,088 | $6.3M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -8.1% | 67,073 | $6.2M |
| BAM Wealth Management, LLC | 4.48% | Add +3.4% | 66,575 | $6.2M |
| Pacifica Partners Inc. | 2.65% | Reduce -2.1% | 64,061 | $6.0M |
| Total Investment Management Inc. | 0.73% | Add +9.5% | 61,232 | $5.7M |
| Connecticut Wealth Management, LLC | 0.25% | Add +0.0% | 61,067 | $5.7M |
| Syverson Strege & Co | 1.32% | Reduce -1.2% | 60,077 | $5.6M |
| Secured Retirement Advisors, LLC | 3.09% | Add +3.3% | 59,365 | $5.5M |
| Jmac Enterprises LLC | 1.05% | Add +5.3% | 59,135 | $5.5M |
| Selby Wealth Management, LLC | 2.14% | — | 57,074 | $5.3M |
| Emergent Wealth Advisors, LLC | 2.94% | Reduce -15.3% | 56,072 | $5.2M |
| Aviance Capital Partners, LLC | 0.60% | Add +0.8% | 56,057 | $5.2M |
| Csenge Advisory Group | 0.23% | Reduce -12.2% | 55,146 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Add +7.6% | 52,725 | $4.9M |
| Lunt Capital Management, Inc. | 1.77% | Reduce -4.4% | 50,830 | $4.7M |
| Freedom Financial Partners LLC | 1.71% | Add +3.7% | 50,577 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +218.8% | 49,800 | $4.6M |
| Focus Partners Wealth | 0.01% | Add +1525.9% | 49,444 | $4.6M |
| Traction Financial Partners, LLC | 2.68% | Add +8.1% | 48,627 | $4.5M |
| Comerica Bank | 0.02% | Add +25.9% | 48,141 | $4.5M |
| Koshinski Asset Management, Inc. | 0.28% | Add +20.6% | 46,427 | $4.3M |
| Bank of Montreal | 0.00% | Reduce -6.5% | 45,562 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.0% | 45,428 | $4.2M |
| Birchwood Financial Partners, Inc. | 4.17% | — | 45,087 | $4.2M |
| SlateStone Wealth, LLC | 0.35% | Add +21.7% | 44,733 | $4.2M |
| Cibc World Market Inc. | 0.01% | Reduce -2.3% | 44,149 | $4.1M |
| Del-Sette Capital Management, LLC | 2.54% | Reduce -13.2% | 44,143 | $4.1M |
| Capital Planning Advisors, LLC | 0.55% | Add +35.7% | 44,026 | $4.1M |
| Composition Wealth, LLC | 0.06% | Reduce -12.2% | 43,812 | $4.1M |
| Geneos Wealth Management Inc. | 0.10% | Add +13.7% | 43,385 | $4.0M |
| Essential Planning, LLC. | 1.28% | Reduce -0.7% | 43,141 | $4.0M |
| Maimon Wealth Management LTD. | 3.73% | — | 43,100 | $4.0M |
| Cornerstone Advisory, LLC | 0.38% | Reduce -6.6% | 42,274 | $3.9M |
| WCG Wealth Advisors LLC | 0.11% | Add +41.8% | 42,175 | $3.9M |
| Hamilton Wealth, LLC | 0.74% | Reduce -4.3% | 41,750 | $3.9M |
| Elevated Capital Advisors, LLC | 0.88% | Reduce -1.7% | 40,773 | $3.8M |
| Roger Wittlin Investment Advisory, LLC | 2.63% | Reduce -18.5% | 40,421 | $3.8M |
| Milestone Asset Management, LLC | 0.71% | Reduce -4.2% | 40,288 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +145.5% | 39,595 | $3.7M |
| L & S Advisors Inc | 0.37% | Add +136.8% | 38,585 | $3.6M |
| First Hawaiian Bank | 0.47% | No change | 38,201 | $3.6M |
| Lido Advisors, LLC | 0.01% | Add +7.5% | 38,087 | $3.6M |
| Pinnacle Financial Group, LLC / IL | 1.02% | Add +16.9% | 37,577 | $3.5M |
| Advisor OS, LLC | 0.28% | Add +161.0% | 37,127 | $3.5M |
| 21 West Wealth Management LLC | 3.15% | Add +2.9% | 37,035 | $3.4M |
| Fiduciary Alliance LLC | 0.22% | Add +4.8% | 36,864 | $3.4M |
| Slagle Financial, LLC | 1.19% | Add +16.5% | 36,763 | $3.4M |
| Taylor & Morgan Wealth Management, LLC | 1.83% | Add +31.7% | 35,095 | $3.3M |
| Barnes Wealth Management Group, Inc | 1.73% | Add +2.1% | 34,822 | $3.2M |
| Insight Wealth Partners, LLC | 1.31% | Add +5.9% | 33,750 | $3.1M |
| Intelligence Driven Advisers, LLC | 0.44% | Reduce -6.3% | 33,101 | $3.1M |
| Money Concepts Capital Corp. | 0.17% | New | 32,662 | $3.0M |
| Cooper Financial Group | 0.32% | Reduce -13.4% | 32,498 | $3.0M |
| SOL Capital Management CO | 0.27% | Add +10.6% | 32,325 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +19.9% | 31,934 | $3.0M |
| Wellington-Altus USA Inc. | 2.18% | — | 31,620 | $2.9M |
| Strategic Advisors LLC | 0.46% | Reduce -23.6% | 31,514 | $2.9M |
| Essex Financial Services, Inc. | 0.17% | Add +1.2% | 31,490 | $2.9M |
| Fairway Financial, LLC | 2.19% | Add +9.7% | 31,121 | $2.9M |
| Renaissance Technologies | 0.00% | Add +697.4% | 31,100 | $2.9M |
| MCF Advisors LLC | 0.16% | New | 30,713 | $2.9M |
| John W. Brooker & Co., CPAs | 5.10% | Reduce -4.7% | 30,587 | $2.8M |
| Wilkerson Advisory Group LLC | 1.00% | — | 30,581 | $2.8M |
| Elyxium Wealth, LLC | 0.77% | New | 29,933 | $2.8M |
| Maia Wealth LLC | 0.46% | Add +7.6% | 28,373 | $2.7M |
| Womack Financial LLC | 1.96% | Add +6.6% | 28,576 | $2.7M |
| Creative Planning | 0.00% | Add +15.4% | 26,647 | $2.5M |
| Forteris Wealth Management Inc. | 2.39% | — | 26,049 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.2% | 25,470 | $2.4M |
| Menard Financial Group LLC | 1.58% | Reduce -3.8% | 24,730 | $2.3M |
| Hollencrest Capital Management | 0.08% | Reduce -0.4% | 24,537 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | Add +22.8% | 24,422 | $2.3M |
| Prudent Investors Network, Inc. | 0.51% | Reduce -28.0% | 23,970 | $2.2M |
| Brookstone Capital Management | 0.03% | Reduce -9.5% | 23,717 | $2.2M |
| &partners | 0.01% | Add +217.8% | 23,592 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +81.3% | 23,560 | $2.2M |
| Fortitude Financial, LLC | 1.85% | New | 23,457 | $2.2M |
| National Bank of Canada | 0.00% | Add +20.8% | 23,449 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +11.1% | 23,166 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 22,864 | $2.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +0.3% | 22,715 | $2.1M |
| D'Orazio & Associates, Inc. | 0.27% | Reduce -4.4% | 22,418 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.3% | 22,080 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -14.5% | 21,582 | $2.0M |
| Citigroup Inc. | 0.00% | Add +17.3% | 21,498 | $2.0M |
| Wealth Advisors of Iowa, LLC | 0.65% | Add +0.3% | 21,183 | $2.0M |
| Berger Financial Group, Inc | 0.11% | Add +5.4% | 21,071 | $2.0M |
| Patten Group, Inc. | 0.36% | Add +1.5% | 20,795 | $1.9M |
| Richard W. Paul & Associates, LLC | 0.60% | Add +24.4% | 19,545 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.71% | Add +4.9% | 18,189 | $1.7M |
| Retirement Planning Group, LLC | 0.06% | Reduce -3.3% | 18,036 | $1.7M |
| University of Texas/Texas Am Investment Management Co. | 0.23% | No change | 17,742 | $1.7M |
| Ascent Group, LLC | 0.06% | Add +2.2% | 17,599 | $1.6M |
| Keyvantage Wealth, LLC | 0.70% | Reduce -0.5% | 17,462 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.22% | New | 17,435 | $1.6M |
| Asset One Wealth Management LLC | 0.22% | — | 17,122 | $1.6M |
| Romano Brothers and Company | 0.17% | Add +34.8% | 16,408 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +59.0% | 16,351 | $1.5M |
| Beckerman Institutional, LLC | 0.85% | New | 16,342 | $1.5M |
| Advus Financial Partners, LLC | 0.36% | Add +168.0% | 16,175 | $1.5M |
| Krilogy Financial LLC | 0.05% | Reduce -9.7% | 16,055 | $1.5M |
| VSM Wealth Advisory, LLC | 0.45% | Add +22.1% | 16,115 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +2.1% | 15,697 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +9.3% | 15,244 | $1.4M |
| Dudley Capital Management, LLC | 0.61% | Reduce -2.7% | 15,040 | $1.4M |
| Aristides Capital LLC | 0.48% | Add +4.5% | 14,977 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +8.5% | 14,968 | $1.4M |
| Tounjian Advisory Partners, LLC | 0.47% | Reduce -12.7% | 14,910 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -14.9% | 14,429 | $1.3M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -1.5% | 14,343 | $1.3M |
| Westside Investment Management, Inc. | 0.21% | Reduce -0.1% | 14,316 | $1.3M |
| Signal Advisors Wealth, LLC | 0.11% | New | 14,286 | $1.3M |
| Clear Creek Financial Management, LLC | 0.11% | Add +5.7% | 13,835 | $1.3M |
| Arrowroot Family Office, LLC | 0.46% | Add +2.3% | 13,723 | $1.3M |
| Continuum Advisory, LLC | 0.12% | Add +2.9% | 13,332 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +210.2% | 13,244 | $1.2M |
| Waterfront Wealth Inc. | 0.23% | Add +3.4% | 13,057 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | New | 13,047 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | Add +32.6% | 12,988 | $1.2M |
| Ramiah Investment Group | 1.03% | Add +12.1% | 12,792 | $1.2M |
| Ascentis Independent Advisors | 0.19% | Add +183.4% | 12,691 | $1.2M |
| PKS Advisory Services, LLC | 0.27% | Add +6.1% | 12,688 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +13.4% | 12,661 | $1.2M |
| Beacon Financial Advisory LLC | 0.27% | Add +1.0% | 12,659 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.9% | 12,607 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.12% | New | 12,370 | $1.2M |
| Beacon Financial Planning, Inc. | 0.55% | Reduce -5.8% | 12,359 | $1.2M |
| PFG Advisors | 0.05% | Add +65.1% | 12,086 | $1.1M |
| Strata Wealth Advisors, LLC | 0.31% | No change | 12,050 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | New | 12,029 | $1.1M |
| MFA Wealth Services | 0.75% | Add +0.3% | 11,996 | $1.1M |
| Your Advocates Ltd., LLP | 0.35% | Reduce -6.9% | 11,640 | $1.1M |
| AQR Capital Management | 0.00% | Add +54.8% | 11,259 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +144.7% | 11,195 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.5% | 10,956 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +3.4% | 10,893 | $1.0M |
| 1620 Investment Advisors, Inc. | 0.68% | Reduce -5.4% | 10,867 | $1.0M |
| Leisure Capital Management | 0.33% | Add +116.2% | 10,656 | $992K |
| HCR Wealth Advisors | 0.10% | Reduce -1.8% | 10,524 | $980K |
| First Growth Capital LLC | 0.86% | — | 10,412 | $974K |
| Fort Point Capital Partners LLC | 0.12% | Add +0.5% | 10,296 | $964K |
| Rovin Capital /Ut/ | 0.25% | Reduce -1.2% | 10,285 | $957K |
| Trek Financial, LLC | 0.05% | Add +260.3% | 10,179 | $947K |
| Caldwell Sutter Capital, Inc. | 0.40% | Reduce -10.7% | 10,058 | $936K |
| CFO4Life Group, LLC | 0.13% | No change | 10,008 | $932K |
| Appalachian Capital Management Ltd | 0.74% | — | 9,969 | $928K |
| Droms Strauss Advisors Inc. /Mo/ | 0.24% | Reduce -13.7% | 9,947 | $926K |
| Liberty Atlantic Advisors LLC | 0.91% | — | 9,927 | $924K |
| Prosperity Consulting Group, LLC | 0.04% | New | 9,778 | $910K |
| Rehmann Capital Advisory Group | 0.05% | Add +2.9% | 9,301 | $867K |
| Pinnacle Associates Ltd. | 0.01% | No change | 9,239 | $860K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 9,145 | $851K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | — | 8,900 | $828K |
| Ducere Wealth Management LLC | 0.31% | — | 8,724 | $812K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -36.6% | 8,687 | $809K |
| Brasada Capital Management, LP | 0.14% | Reduce -5.3% | 8,643 | $804K |
| Bright Futures Wealth Management, LLC. | 0.60% | Add +1.1% | 8,606 | $801K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | No change | 8,543 | $795K |
| Betterment LLC | 0.00% | Add +28.8% | 8,451 | $787K |
| Base Wealth Management LLC | 0.42% | Reduce -5.6% | 8,398 | $782K |
| HBK Sorce Advisory LLC | 0.02% | New | 8,293 | $775K |
| IFP Advisors, Inc | 0.02% | Add +2.0% | 8,242 | $767K |
| Gateway Wealth Partners, LLC | 0.08% | Add +192.2% | 8,178 | $761K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -4.0% | 8,167 | $760K |
| First Foundation Advisors | 0.03% | Reduce -6.8% | 8,094 | $753K |
| FSA Investment Group, LLC | 0.45% | Reduce -0.5% | 7,981 | $743K |
| Consilium Wealth Advisory, LLC | 0.27% | No change | 7,975 | $742K |
| Duncan Williams Asset Management, LLC | 0.18% | Add +9.8% | 7,777 | $723K |
| PFG Investments, LLC | 0.03% | Add +8.0% | 7,769 | $723K |
| Nicolet Bankshares Inc. | 0.12% | Add +73.3% | 7,769 | $723K |
| Atria Investments, Inc | 0.01% | Reduce -7.3% | 7,748 | $721K |
| Westwood Wealth Management | 0.53% | New | 7,498 | $701K |
| Lionshead Wealth Management, LLC | 0.53% | Reduce -0.4% | 7,498 | $701K |
| Silver Oak Securities, Incorporated | 0.05% | Add +91.3% | 7,470 | $700K |
| Titleist Asset Management, LLC | 0.06% | New | 7,509 | $699K |
| Harmony Asset Management LLC | 0.23% | Add +46.3% | 7,478 | $696K |
| Rollins Financial Advisors, LLC | 0.10% | Add +111.5% | 7,405 | $689K |
| Tranquilli Financial Advisor LLC | 0.40% | Reduce -1.4% | 7,391 | $688K |
| Dakota Wealth Management | 0.01% | New | 7,327 | $682K |
| Creative Financial Designs Inc. | 0.04% | Add +1.2% | 7,229 | $673K |
| ORG Partners LLC | 0.12% | Reduce -0.5% | 7,216 | $673K |
| Avondale Wealth Management | 0.34% | No change | 7,100 | $661K |
| American Trust | 0.05% | Reduce -1.1% | 6,930 | $645K |
| Williams & Novak, LLC | 0.48% | Add +53.0% | 6,878 | $640K |
| Macroview Investment Management LLC | 0.44% | Add +2.7% | 6,820 | $635K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.6% | 6,806 | $634K |
| Summit Investment Advisory Services, LLC | 0.23% | Add +21.9% | 6,667 | $621K |
| Northwest Financial Advisors | 1.24% | Reduce -80.3% | 6,470 | $602K |
| OneAscent Financial Services LLC | 0.05% | Reduce -51.0% | 6,348 | $591K |
| Asset Management Group, Inc. | 0.09% | Reduce -5.0% | 6,299 | $586K |
| Wedbush Securities Inc. | 0.02% | Add +0.7% | 6,263 | $583K |
| Insigneo Advisory Services, LLC | 0.04% | Add +35.3% | 6,205 | $578K |
| Legacy Advisory Services, LLC | 0.43% | Add +0.1% | 6,086 | $566K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +4.5% | 6,077 | $566K |
| World Investment Advisors | 0.01% | Add +109.9% | 6,004 | $559K |
| FSA Advisors, Inc. | 0.39% | Add +7.9% | 5,952 | $554K |
| Richards, Merrill & Peterson, Inc. | 0.21% | Reduce -0.5% | 5,952 | $554K |
| Thrive Capital Management, LLC | 0.12% | Reduce -18.9% | 5,842 | $544K |
| Synergy Asset Management, LLC | 0.06% | New | 5,828 | $542K |
| Decker Retirement Planning Inc. | 0.27% | Reduce -2.8% | 5,806 | $540K |
| Apollon Financial, LLC | 0.08% | New | 5,713 | $532K |
| L.K. Benson & Company, P.C. | 0.27% | Reduce -8.7% | 5,706 | $531K |
| Claris Financial LLC | 0.28% | Add +0.6% | 5,564 | $518K |
| Procyon Advisors, LLC | 0.03% | Reduce -21.4% | 5,510 | $513K |
| Milestones Private Investment Advisors LLC | 0.35% | Add +0.1% | 5,491 | $511K |
| Stephens Inc. | 0.01% | Reduce -7.5% | 5,381 | $501K |
| XY Planning Network, Inc. | 0.09% | New | 5,359 | $499K |
| Mayfair Advisory Group, LLC | 0.19% | Add +0.0% | 5,344 | $497K |
| Investment Advisory Group, LLC | 0.13% | No change | 5,308 | $494K |
| Synergy Investment Management, LLC | 0.17% | Add +26.3% | 5,285 | $492K |
| Sage Rhino Capital LLC | 0.09% | Add +6.0% | 5,204 | $484K |
| Glen Eagle Advisors, LLC | 0.07% | Add +11.7% | 5,162 | $480K |
| Westmount Partners, LLC | 0.12% | Reduce -2.1% | 5,096 | $474K |
| CIBC Asset Management Inc | 0.00% | No change | 5,030 | $468K |
| LiftPoint Family Wealth Advisors LLC | 0.39% | — | 4,960 | $462K |
| Sigma Planning Corp | 0.01% | Reduce -10.0% | 4,929 | $459K |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.7% | 4,815 | $450K |
| Cerity Partners LLC | 0.00% | Reduce -19.3% | 4,740 | $441K |
| Summit Financial, LLC | 0.01% | Add +23.9% | 4,700 | $439K |
| ACT Advisors, LLC. | 0.17% | Add +2.7% | 4,720 | $439K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -19.5% | 4,587 | $427K |
| Cadence Bank | 0.02% | New | 4,545 | $423K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | Add +17.4% | 4,492 | $420K |
| Smith, Moore & Co. | 0.03% | New | 4,404 | $410K |
| United Advisor Group, LLC | 0.05% | Add +11.3% | 4,268 | $397K |
| IHT Wealth Management, LLC | 0.01% | Add +56.0% | 4,210 | $392K |
| ADG Wealth Management Group, LLC | 0.30% | New | 4,186 | $390K |
| MBL Wealth, LLC | 0.03% | Reduce -1.6% | 4,180 | $389K |
| Perigon Wealth Management, LLC | 0.01% | Add +13.4% | 4,152 | $386K |
| Thrive Wealth Management, LLC | 0.06% | Add +0.2% | 4,116 | $383K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +91.4% | 4,107 | $382K |
| IVC Wealth Advisors LLC | 0.17% | New | 4,082 | $380K |
| Rothschild Investment LLC | 0.02% | No change | 4,050 | $377K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Add +74.9% | 3,996 | $374K |
| MAI Capital Management | 0.00% | Reduce -1.0% | 3,975 | $370K |
| Qube Research & Technologies Ltd | 0.00% | Add +107.9% | 3,859 | $359K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -10.4% | 3,683 | $343K |
| Focused Wealth Management, Inc | 0.04% | Reduce -11.8% | 3,662 | $341K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +68.1% | 3,641 | $339K |
| Diversify Wealth Management, LLC | 0.02% | New | 3,611 | $338K |
| Mather Group, Llc. | 0.00% | Add +7.8% | 3,616 | $337K |
| Keystone Wealth Services, LLC | 0.07% | Add +4.7% | 3,608 | $336K |
| J. Derek Lewis & Associates Inc. | 0.08% | — | 3,585 | $334K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,518 | $327K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -1.0% | 3,514 | $327K |
| Ameritas Advisory Services, LLC | 0.01% | Add +56.4% | 3,498 | $326K |
| Keybank National Association | 0.00% | No change | 3,497 | $326K |
| Apella Capital, LLC | 0.01% | Reduce -7.3% | 3,423 | $319K |
| Wealth Watch Advisors, INC | 0.12% | Add +100.1% | 3,423 | $319K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.2% | 3,399 | $316K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -4.4% | 3,378 | $314K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | Reduce -2.5% | 3,324 | $311K |
| Eq LLC | 0.09% | Reduce -54.2% | 3,339 | $311K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 3,320 | $309K |
| Founders Financial Securities LLC | 0.02% | Reduce -0.2% | 3,308 | $308K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -13.5% | 3,241 | $303K |
| First PREMIER Bank | 0.07% | Add +105.7% | 3,198 | $298K |
| Calton & Associates, Inc. | 0.04% | Reduce -4.4% | 3,088 | $287K |
| Medallion Wealth Advisors, LLC | 0.10% | Add +78.8% | 3,037 | $283K |
| Artemis Wealth Advisors, LLC | 0.05% | Add +1.3% | 3,027 | $282K |
| Addison Capital Co | 0.07% | Reduce -17.8% | 2,972 | $277K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +1.3% | 2,926 | $272K |
| StoneX Group Inc. | 0.01% | New | 2,900 | $271K |
| BCR Wealth Strategies, LLC | 0.09% | No change | 2,893 | $269K |
| Widmann Financial Services, Inc. | 0.16% | New | 2,850 | $265K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.1% | 2,835 | $264K |
| Blue Edge Capital, LLC | 0.04% | Add +12.7% | 2,832 | $264K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,831 | $264K |
| OneAscent Wealth Management LLC | 0.09% | Reduce -26.6% | 2,765 | $257K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 2,750 | $256K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Reduce -1.5% | 2,743 | $255K |
| Stonebridge Financial Planning Group, LLC | 0.09% | No change | 2,741 | $255K |
| Beacon Capital Management, LLC | 0.04% | New | 2,704 | $252K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 2,729 | $252K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 2,698 | $251K |
| Signature Equity Partners, LLC | 0.14% | — | 2,637 | $245K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -33.9% | 2,622 | $244K |
| Endowment Wealth Management, Inc. | 0.11% | New | 2,569 | $239K |
| Vermillion Wealth Management, Inc. | 0.10% | Reduce -0.1% | 2,547 | $237K |
| Evolution Wealth Advisors, LLC | 0.02% | Reduce -19.7% | 2,546 | $237K |
| Mainstay Capital Management LLC | 0.02% | Reduce -4.9% | 2,546 | $237K |
| Ferguson Shapiro LLC | 0.07% | Reduce -1.8% | 2,423 | $226K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -0.4% | 2,392 | $223K |
| NWF Advisory Services Inc. | 0.02% | Reduce -11.8% | 2,379 | $221K |
| Mechanics Bank Trust Department | 0.03% | Reduce -15.6% | 2,371 | $221K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,349 | $219K |
| Paragon Capital Management LLC | 0.11% | New | 2,314 | $215K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -2.1% | 2,300 | $214K |
| Prospera Financial Services Inc | 0.00% | Reduce -22.4% | 2,293 | $213K |
| Financial Planning Hawaii, Inc. | 0.12% | — | 2,268 | $211K |
| Allen Capital Group, LLC | 0.02% | New | 2,242 | $209K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,229 | $207K |
| Round Rock Advisors LLC | 0.03% | No change | 2,223 | $207K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -87.8% | 2,200 | $205K |
| Engineers Gate Manager LP | 0.00% | New | 2,197 | $204K |
| Private Trust Co. NA | 0.02% | Reduce -41.4% | 2,157 | $201K |
| Ameriflex Group, Inc. | 0.10% | Reduce -27.3% | 2,107 | $196K |
| Wagner Wealth Management, LLC | 0.04% | No change | 2,066 | $192K |
| Triumph Capital Management | 0.04% | New | 1,945 | $181K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.9% | 1,912 | $178K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.2% | 1,788 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.4% | 1,787 | $166K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,661 | $155K |
| Goodman Advisory Group, LLC | 0.04% | Reduce -28.9% | 1,544 | $144K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -91.6% | 1,543 | $144K |
| Larson Financial Group LLC | 0.00% | Reduce -6.9% | 1,501 | $140K |
| DV Trading LLC | 0.01% | — | 1,373 | $128K |
| US Bancorp \de | 0.00% | Reduce -0.7% | 1,280 | $119K |
| Arax Advisory Partners | 0.00% | New | 1,174 | $109K |
| Assetmark, Inc. | 0.00% | Add +2.8% | 1,161 | $108K |
| Greykasell Wealth Strategies, Inc. | 0.04% | Add +0.1% | 1,143 | $106K |
| Colonial Trust Co / SC | 0.01% | No change | 1,100 | $103K |
| Lodestone Wealth Management LLC | 0.04% | New | 1,037 | $97K |
| Security National Bank | 0.01% | No change | 1,013 | $94K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +2.3% | 956 | $89K |
| Pandora Wealth, Inc. | 0.05% | No change | 913 | $85K |
| Blair William & Co. | 0.00% | Reduce -2.3% | 885 | $82K |
| IFC & Insurance Marketing, Inc. | 0.08% | — | 885 | $82K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 839 | $78K |
| Redwood Park Advisors LLC | 0.05% | New | 808 | $75K |
| Elevation Wealth Partners, LLC | 0.03% | Add +7.1% | 788 | $73K |
| Trust Co. of Vermont | 0.00% | No change | 780 | $73K |
| Bullock Wealth Management Group | 0.03% | — | 676 | $63K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.5% | 626 | $58K |
| Evolution Wealth Management Inc. | 0.05% | New | 616 | $57K |
| Ancora Advisors LLC | 0.00% | No change | 602 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 582 | $54K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.2% | 562 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 525 | $49K |
| Register Financial Advisors LLC | 0.02% | Add +129.7% | 510 | $47K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $47K |
| SYM FINANCIAL Corp | 0.00% | Reduce -9.1% | 462 | $43K |
| Avion Wealth | 0.01% | Reduce -26.9% | 448 | $41K |
| Allianz Asset Management GmbH | 0.00% | Add +23.7% | 417 | $39K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +0.5% | 377 | $35K |
| SageView Advisory Group, LLC | 0.00% | New | 358 | $33K |
| Independence Bank of Kentucky | 0.00% | No change | 325 | $30K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -2.1% | 318 | $30K |
| Eagle Bay Advisors LLC | 0.02% | New | 294 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +22.9% | 295 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 246 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 246 | $23K |
| AlphaCore Capital LLC | 0.00% | New | 243 | $23K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 220 | $20K |
| Clarity Asset Management, Inc. | 0.01% | New | 173 | $16K |
| Tucker Asset Management LLC | 0.00% | New | 153 | $14K |
| Scarborough Advisors, LLC | 0.00% | Add +1.4% | 147 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 140 | $13K |
| First Command Advisory Services, Inc. | 0.00% | New | 134 | $12K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -9.7% | 131 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -26.6% | 124 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 122 | $11K |
| International Assets Investment Management, LLC | 0.00% | Reduce -98.0% | 109 | $10K |
| Key Capital Management, INC | 0.01% | — | 100 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| 2UniFi Bank | 0.00% | No change | 86 | $8K |
| POM Investment Strategies, LLC | 0.00% | New | 79 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +33.3% | 60 | $6K |
| Eastern Bank | 0.00% | No change | 50 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 43 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -61.1% | 42 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 36 | $3K |
| Caldwell Trust Co | 0.00% | No change | 34 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 25 | $2K |
| Spire Wealth Management | 0.00% | No change | 23 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -85.4% | 21 | $2K |
| Bfsg, LLC | 0.00% | No change | 20 | $2K |
| Barrett & Company, Inc. | 0.00% | New | 12 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $931 |
| Blueline Advisors LLC | 0.00% | — | 8 | $745 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $745 |
| Kingdom Financial Group LLC. | 0.00% | New | 7 | $652 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $317 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $92 |
"% of holder's portfolio" is BOND's weight in each manager's 13F, not the share of PIMCO Active Bond Exchange-T the manager owns.