PIMCO Active Bond Exchange-TBONDETF
13F holders, Q1 2026 (March 31)527holders +21
51new positions
25sold out
4famous investors
$92.27avg. 13F price*
At the end of Q1 2026, 527 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 21 from Q4 2025. 51 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($347.2M), Cwm, LLC ($345.3M) and LPL Financial LLC ($315.7M). 4 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $148.4M |
| Exits | 25 | $5.7M |
All 13F filers, Q4 2025 → Q1 2026: 12,001,740 shares bought and 2,076,529 shares sold, net +9,925,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| Morgan Stanley | 0.02% | Add +11.3% | 3,762,269 | $347.2M |
| Cwm, LLC | 0.91% | Reduce -9.8% | 3,741,411 | $345.3M |
| LPL Financial LLC | 0.08% | Add +18.1% | 3,420,959 | $315.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +24.5% | 2,614,444 | $241.3M |
| Wells Fargo & Company | 0.04% | Add +12.6% | 2,233,642 | $206.1M |
| AE Wealth Management LLC | 0.94% | Add +27.7% | 1,892,589 | $174.6M |
| Raymond James Financial Inc. | 0.05% | Add +76.4% | 1,793,866 | $165.5M |
| OneDigital Investment Advisors LLC | 1.58% | Add +12.8% | 1,750,925 | $161.6M |
| Osaic Holdings, Inc. | 0.23% | Add +2.8% | 1,698,166 | $156.5M |
| Bank of America Corp. | 0.01% | Add +11.8% | 1,625,567 | $150.0M |
| Tectonic Advisors LLC | 7.92% | Add +2.3% | 1,623,692 | $149.8M |
| NewEdge Advisors, LLC | 0.45% | Add +26.6% | 1,336,231 | $123.3M |
| Koss-Olinger Consulting, LLC | 9.80% | Reduce -3.7% | 1,266,570 | $116.9M |
| Cetera Investment Advisers | 0.11% | Add +18.0% | 1,113,996 | $102.8M |
| Sand Hill Global Advisors, LLC | 3.31% | Add +70.5% | 1,065,087 | $98.3M |
| Waverly Advisors, LLC | 0.71% | Add +59.5% | 1,022,276 | $94.3M |
| Heirloom Wealth Management | 16.95% | Add +107.3% | 1,019,618 | $94.1M |
| Great Valley Advisor Group, Inc. | 1.60% | Reduce -14.3% | 956,087 | $88.2M |
| UBS Group AG | 0.01% | Add +2.5% | 911,703 | $84.1M |
| JPMorgan Chase & Co. | 0.01% | Add +16.6% | 893,415 | $82.2M |
| CreativeOne Wealth, LLC | 1.79% | Add +8.3% | 835,724 | $77.1M |
| Vickerman Investment Advisors, Inc. | 14.32% | Reduce -5.0% | 738,218 | $68.1M |
| Gotham Asset Management | 0.18% | Add +180.9% | 643,160 | $59.4M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 641,859 | $59.2M |
| Buck Wealth Strategies, LLC | 7.16% | Add +8.1% | 628,413 | $58.0M |
| Prudent Investors Network, Inc. | 12.22% | Add +2437.4% | 608,209 | $56.1M |
| Concurrent Investment Advisors, LLC | 0.57% | Add +1.6% | 566,907 | $52.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -12.8% | 553,686 | $51.1M |
| Advocacy Wealth Management, LLC | 2.23% | Add +32.9% | 545,719 | $50.4M |
| Captrust Financial Advisors | 0.09% | Add +134.8% | 540,783 | $49.9M |
| FSM Wealth Advisors, LLC | 6.38% | Add +28.0% | 537,942 | $49.6M |
| Evolve Private Wealth, LLC | 2.60% | Add +12.8% | 526,533 | $48.6M |
| Mariner, LLC | 0.05% | Add +139.9% | 502,485 | $46.4M |
| Thrivent Financial for Lutherans | 0.09% | Add +2.8% | 492,905 | $45.5M |
| Stifel Financial Corp. | 0.04% | Add +7.2% | 478,511 | $44.2M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.9% | 445,049 | $41.1M |
| HighTower Advisors, LLC | 0.04% | Add +5.3% | 441,013 | $40.7M |
| Hudson Capital Management LLC | 10.53% | Add +8.4% | 428,534 | $39.5M |
| Cooper Financial Group | 3.70% | Add +1119.8% | 396,395 | $36.6M |
| BNP Paribas Financial Markets | 0.02% | Add +0.1% | 380,841 | $35.1M |
| Jane Street Group, LLC | 0.04% | New | 372,845 | $34.4M |
| Christian Investment Advisors, Inc. | 20.46% | New | 345,997 | $32.4M |
| Eclectic Associates Inc. | 4.25% | Add +30.3% | 346,903 | $32.0M |
| Truist Financial Corp. | 0.04% | Add +119.8% | 318,700 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -36.1% | 309,290 | $28.5M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -15.1% | 297,527 | $27.5M |
| Legacy Private Trust Co. | 1.68% | Reduce -0.1% | 293,994 | $27.1M |
| Flaharty Asset Management, LLC | 3.31% | Add +1.3% | 288,621 | $26.6M |
| RFG Advisory, LLC | 0.48% | Add +47.8% | 282,970 | $26.1M |
| Cornerstone Wealth Management, LLC | 1.30% | Add +7.3% | 281,894 | $26.0M |
| Goldstein Advisors, LLC | 2.89% | Add +4.6% | 281,501 | $26.0M |
| Southland Equity Partners LLC | 4.91% | Reduce -0.8% | 273,026 | $25.2M |
| Private Advisor Group, LLC | 0.12% | Add +0.7% | 269,954 | $24.9M |
| Stadion Money Management, LLC | 2.45% | Reduce -0.4% | 263,848 | $24.3M |
| Kelman-Lazarov, Inc. | 3.47% | Add +0.8% | 262,289 | $24.2M |
| Jones Financial Companies LLLP | 0.01% | Add +62.1% | 260,671 | $23.9M |
| Valley National Advisers Inc. | 3.08% | Add +0.8% | 258,144 | $23.8M |
| Berger Financial Group, Inc | 1.25% | Add +1042.9% | 240,823 | $22.2M |
| First Commonwealth Financial Corp | 3.51% | Add +16.6% | 239,201 | $22.1M |
| Bouvel Investment Partners, LLC | 6.39% | Add +0.3% | 238,621 | $22.0M |
| O'Connor Financial Group LLC | 8.91% | Reduce -0.2% | 235,894 | $21.8M |
| Novem Group | 2.48% | Add +1.5% | 233,987 | $21.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.6% | 218,818 | $20.2M |
| Exchange Traded Concepts, LLC | 0.15% | Reduce -46.0% | 210,351 | $19.4M |
| Ocean Park Asset Management, LLC | 1.09% | No change | 204,100 | $18.8M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +5.8% | 202,176 | $18.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +60.1% | 201,455 | $18.6M |
| Atria Investments, Inc | 0.20% | Add +2422.9% | 195,474 | $18.0M |
| Elevation Point Wealth Partners, LLC | 0.43% | Add +4.5% | 194,918 | $18.0M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +4.3% | 194,553 | $18.0M |
| Crestmont Private Wealth LLC | 5.59% | Add +4.8% | 192,337 | $17.7M |
| Lynch Investment Planning, LLC | 15.94% | Add +25.5% | 192,244 | $17.7M |
| Addison Capital Co | 3.04% | Add +6122.4% | 184,929 | $17.1M |
| Hutchens & Kramer Investment Management Group, LLC | 5.15% | Add +6.2% | 176,533 | $16.3M |
| MML Investors Services, LLC | 0.05% | Reduce -8.8% | 176,350 | $16.3M |
| Wayfinding Financial, LLC | 6.65% | Reduce -5.3% | 165,917 | $15.3M |
| Nest Investments, LLC | 12.32% | Add +12.0% | 164,245 | $15.2M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -0.4% | 163,618 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -16.9% | 161,614 | $14.9M |
| AdvisorNet Financial, Inc | 0.77% | Add +35.4% | 161,029 | $14.9M |
| Horizon Investments, LLC | 0.17% | Add +4.6% | 161,549 | $14.8M |
| McGrath & Associates, Inc. | 21.68% | Add +18.2% | 159,687 | $14.7M |
| Mullooly Asset Management, Inc. | 5.19% | Add +2.1% | 152,271 | $14.1M |
| Parr McKnight Wealth Management Group, LLC | 1.81% | Add +5.9% | 149,746 | $13.8M |
| Kwmg, LLC | 1.15% | Add +4.0% | 149,441 | $13.8M |
| Stratos Wealth Advisors, LLC | 0.82% | Add +11.9% | 144,944 | $13.4M |
| Vicus Capital | 0.98% | Add +2.6% | 144,662 | $13.3M |
| Acima Private Wealth, LLC | 4.12% | Add +1.8% | 142,364 | $13.1M |
| PAX Financial Group, LLC | 2.23% | Add +6.3% | 141,683 | $13.1M |
| Vavra Capital Management, LLC | 12.57% | Add +0.4% | 140,103 | $12.9M |
| Hopwood Nicholas Hunter | 4.11% | Add +47.4% | 139,940 | $12.9M |
| Sheridan Capital Management, LLC | 6.62% | Add +9.4% | 136,024 | $12.6M |
| Scotia Capital Inc. | 0.05% | Add +13.9% | 134,601 | $12.4M |
| Clearstead Advisors, LLC | 0.11% | Add +3.9% | 130,209 | $12.0M |
| Capital Analysts, LLC | 0.31% | Add +29.2% | 127,455 | $11.8M |
| One Capital Management, LLC | 0.32% | New | 126,136 | $11.6M |
| TD Capital Management LLC | 1.05% | Add +8.5% | 126,066 | $11.6M |
| Gould Asset Management LLC | 2.02% | Add +4.1% | 125,987 | $11.6M |
| GeoWealth Management, LLC | 0.41% | Reduce -18.4% | 123,374 | $11.4M |
| D.A. Davidson & Co. | 0.07% | Reduce -5.0% | 117,731 | $10.9M |
| MRA Advisory Group | 4.39% | Add +7.8% | 116,458 | $10.7M |
| Harbour Investments, Inc. | 0.17% | Add +12.7% | 116,320 | $10.7M |
| Steph & Co. | 3.02% | Reduce -14.4% | 114,755 | $10.6M |
| Independent Advisor Alliance | 0.11% | New | 112,917 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.1% | 109,716 | $10.1M |
| GM Advisory Group, LLC | 0.39% | Add +3.1% | 109,129 | $10.1M |
| Smart Portfolios, LLC | 9.94% | Add +6.2% | 108,036 | $10.0M |
| SimpliFi, Inc. | 4.13% | Add +1.2% | 106,584 | $9.8M |
| WealthShield Partners, LLC | 1.07% | Add +8.9% | 103,918 | $9.6M |
| Freedom Investment Management, Inc. | 2.80% | Add +15.5% | 102,180 | $9.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +10.3% | 100,807 | $9.3M |
| Sagespring Wealth Partners, LLC | 0.17% | Add +12.4% | 100,384 | $9.3M |
| Destination Wealth Management | 0.24% | Reduce -5.3% | 98,463 | $9.1M |
| Affiance Financial, LLC | 1.46% | Add +35.6% | 97,316 | $9.0M |
| Asset Allocation Strategies LLC | 1.55% | Add +31.4% | 94,582 | $8.7M |
| Linscomb Wealth, Inc. | 0.38% | Add +9.6% | 92,281 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +188.4% | 92,112 | $8.5M |
| Spectrum Advisors, Inc. | 6.56% | — | 90,021 | $8.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +5.7% | 88,837 | $8.2M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -2.2% | 87,880 | $8.1M |
| Catalyst Investment Management LLC | 8.74% | Reduce -3.2% | 84,782 | $7.9M |
| Wealth Alliance Advisory Group, LLC | 1.20% | New | 81,918 | $7.6M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +5.1% | 81,707 | $7.5M |
| USAdvisors Wealth Management, LLC | 2.48% | Add +4.9% | 81,124 | $7.5M |
| Security Financial Services, INC. | 1.18% | Add +3.2% | 80,866 | $7.5M |
| Axxcess Wealth Management, LLC | 0.23% | Add +1.5% | 77,900 | $7.2M |
| Visionary Wealth Advisors | 0.32% | Add +6.8% | 77,814 | $7.2M |
| Patten & Patten Inc. | 0.43% | Add +3.2% | 77,325 | $7.1M |
| Treasure Coast Financial Planning | 3.66% | Reduce -16.5% | 77,127 | $7.1M |
| BCS Wealth Management | 1.45% | Reduce -42.7% | 76,934 | $7.1M |
| MorganRosel Wealth Management, LLC | 2.78% | Reduce -34.2% | 76,486 | $7.1M |
| Darwin Wealth Management, LLC | 2.13% | Add +0.1% | 74,210 | $6.8M |
| B. Riley Wealth Advisors, Inc. | 0.44% | Add +6.0% | 74,026 | $6.8M |
| CarsonAllaria Wealth Management, Ltd. | 3.36% | Add +3.3% | 73,653 | $6.8M |
| Halbert Hargrove Global Advisors, LLC | 0.32% | Reduce -5.4% | 72,059 | $6.6M |
| Nations Financial Group Inc, /Ia/ | 0.34% | Add +2.2% | 71,458 | $6.6M |
| Richard W. Paul & Associates, LLC | 2.21% | Add +263.3% | 70,998 | $6.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.0% | 69,770 | $6.4M |
| Allworth Financial LP | 0.03% | Reduce -17.7% | 69,509 | $6.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +431.3% | 69,318 | $6.4M |
| Citadel Advisors | 0.00% | New | 68,365 | $6.3M |
| Pacifica Partners Inc. | 2.09% | Add +6.3% | 68,131 | $6.3M |
| BAM Wealth Management, LLC | 4.64% | Add +0.9% | 67,175 | $6.2M |
| DAVENPORT & Co LLC | 0.03% | Add +25.5% | 66,155 | $6.1M |
| Jmac Enterprises LLC | 1.06% | Add +1.8% | 60,205 | $5.6M |
| Redhawk Wealth Advisors, Inc. | 0.61% | New | 59,764 | $5.5M |
| Retirement Planning Group, LLC | 0.17% | Add +230.2% | 59,552 | $5.5M |
| Secured Retirement Advisors, LLC | 3.07% | Reduce -1.1% | 58,697 | $5.4M |
| Selby Wealth Management, LLC | 2.13% | Add +2.5% | 58,526 | $5.4M |
| Koshinski Asset Management, Inc. | 0.34% | Add +25.8% | 58,412 | $5.4M |
| Total Investment Management Inc. | 0.63% | Reduce -4.6% | 58,407 | $5.4M |
| Aviance Capital Partners, LLC | 0.63% | Add +4.0% | 58,273 | $5.4M |
| &partners | 0.03% | Add +144.2% | 57,609 | $5.4M |
| Sigma Planning Corp | 0.15% | Add +1055.4% | 56,948 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +43.8% | 56,923 | $5.3M |
| Financial Discovery Group Inc. | 12.07% | — | 55,956 | $5.2M |
| Lunt Capital Management, Inc. | 1.97% | Add +9.1% | 55,466 | $5.1M |
| Freedom Financial Partners LLC | 1.81% | Add +8.7% | 54,959 | $5.1M |
| Denver PWM, LLC | 1.73% | Reduce -19.8% | 54,601 | $5.0M |
| Csenge Advisory Group | 0.22% | Reduce -4.4% | 52,710 | $4.9M |
| Syverson Strege & Co | 1.14% | Reduce -14.3% | 51,500 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +2.3% | 50,953 | $4.7M |
| Birchwood Financial Partners, Inc. | 4.51% | Add +12.5% | 50,727 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -1.7% | 48,612 | $4.6M |
| Taylor & Morgan Wealth Management, LLC | 2.61% | Add +41.3% | 49,572 | $4.6M |
| Geneos Wealth Management Inc. | 0.10% | Add +13.0% | 49,030 | $4.5M |
| Fifth Third Bancorp | 0.01% | New | 48,832 | $4.5M |
| Maimon Wealth Management LTD. | 3.95% | Add +13.4% | 48,865 | $4.5M |
| Dunhill Financial, LLC | 1.05% | New | 48,393 | $4.5M |
| Slagle Financial, LLC | 1.47% | Add +31.5% | 48,346 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +119.3% | 50,802 | $4.4M |
| SlateStone Wealth, LLC | 0.36% | Add +5.1% | 47,029 | $4.3M |
| Gateway Wealth Partners, LLC | 0.17% | Add +468.6% | 46,503 | $4.3M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -24.1% | 46,349 | $4.3M |
| OneAscent Financial Services LLC | 0.23% | Add +627.7% | 46,192 | $4.3M |
| Del-Sette Capital Management, LLC | 2.54% | Add +4.3% | 46,034 | $4.2M |
| Capital Planning Advisors, LLC | 0.61% | Add +4.0% | 45,809 | $4.2M |
| Traction Financial Partners, LLC | 2.58% | Reduce -6.5% | 45,459 | $4.2M |
| Advus Financial Partners, LLC | 1.05% | Add +180.9% | 45,439 | $4.2M |
| Bank of Montreal | 0.00% | Reduce -1.4% | 44,941 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.9% | 44,095 | $4.1M |
| Cibc World Market Inc. | 0.01% | Reduce -1.2% | 43,636 | $4.0M |
| Mutual Advisors, LLC | 0.09% | New | 43,452 | $4.0M |
| Cornerstone Advisory, LLC | 0.37% | Reduce -0.0% | 42,269 | $3.9M |
| Essential Planning, LLC. | 1.24% | Reduce -2.4% | 42,096 | $3.9M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -0.7% | 41,864 | $3.9M |
| Wealth Advisors of Iowa, LLC | 1.17% | Add +93.9% | 41,068 | $3.8M |
| Pinnacle Financial Group, LLC / IL | 1.02% | Add +7.2% | 40,275 | $3.7M |
| Milestone Asset Management, LLC | 0.68% | Reduce -0.2% | 40,207 | $3.7M |
| Wellington-Altus USA Inc. | 2.18% | Add +26.7% | 40,066 | $3.7M |
| Composition Wealth, LLC | 0.05% | Reduce -9.6% | 39,599 | $3.7M |
| Old Mission Capital LLC | 0.09% | New | 39,033 | $3.6M |
| L & S Advisors Inc | 0.45% | Add +0.8% | 38,890 | $3.6M |
| Fiduciary Alliance LLC | 0.22% | Add +4.8% | 38,622 | $3.6M |
| 21 West Wealth Management LLC | 3.31% | Add +4.1% | 38,562 | $3.6M |
| Advisor OS, LLC | 0.26% | Add +3.7% | 38,494 | $3.6M |
| Elyxium Wealth, LLC | 1.13% | Add +27.8% | 38,260 | $3.5M |
| First Hawaiian Bank | 0.49% | No change | 38,201 | $3.5M |
| Cerity Partners LLC | 0.00% | Add +696.4% | 37,751 | $3.5M |
| Avior Wealth Management, LLC | 0.10% | New | 37,742 | $3.5M |
| Titleist Asset Management, LLC | 0.26% | Add +401.0% | 37,621 | $3.5M |
| Hamilton Wealth, LLC | 0.67% | Reduce -10.3% | 37,446 | $3.5M |
| Insight Wealth Partners, LLC | 1.35% | Add +7.6% | 36,315 | $3.4M |
| Roger Wittlin Investment Advisory, LLC | 2.70% | Reduce -11.6% | 35,730 | $3.3M |
| Western Wealth Management, LLC | 0.13% | New | 35,646 | $3.3M |
| Essex Financial Services, Inc. | 0.18% | Add +13.0% | 35,589 | $3.3M |
| Money Concepts Capital Corp. | 0.18% | Add +8.7% | 35,489 | $3.3M |
| Fairway Financial, LLC | 2.35% | Add +7.5% | 33,458 | $3.1M |
| PFG Advisors | 0.15% | Add +175.3% | 33,273 | $3.1M |
| Barnes Wealth Management Group, Inc | 1.53% | Reduce -6.1% | 32,702 | $3.0M |
| Womack Financial LLC | 2.21% | Add +13.7% | 32,497 | $3.0M |
| Wilkerson Advisory Group LLC | 1.01% | Add +4.5% | 31,950 | $2.9M |
| Strategic Advisors LLC | 0.47% | Reduce -2.3% | 30,785 | $2.8M |
| Emergent Wealth Advisors, LLC | 1.63% | Reduce -46.6% | 29,939 | $2.8M |
| Maia Wealth LLC | 0.46% | Add +3.8% | 29,441 | $2.7M |
| Beckerman Institutional, LLC | 1.42% | Add +76.8% | 28,884 | $2.7M |
| Intelligence Driven Advisers, LLC | 0.46% | Reduce -14.3% | 28,368 | $2.6M |
| Elevated Capital Advisors, LLC | 0.65% | Reduce -31.5% | 27,930 | $2.6M |
| Forteris Wealth Management Inc. | 2.46% | Add +6.7% | 27,804 | $2.6M |
| Strategic Blueprint, LLC | 0.15% | Add +12.8% | 27,541 | $2.5M |
| Creative Planning | 0.00% | Add +2.6% | 27,334 | $2.5M |
| IFP Advisors, Inc | 0.05% | Add +223.0% | 26,622 | $2.5M |
| Navis Wealth Advisors, LLC | 1.22% | New | 26,000 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 25,941 | $2.4M |
| Menard Financial Group LLC | 1.61% | Add +1.0% | 24,984 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +8.9% | 24,890 | $2.3M |
| Hollencrest Capital Management | 0.08% | Reduce -0.2% | 24,484 | $2.3M |
| Citigroup Inc. | 0.00% | Add +13.4% | 24,388 | $2.3M |
| MCF Advisors LLC | 0.10% | Reduce -20.9% | 24,280 | $2.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +10.0% | 24,291 | $2.2M |
| Fortitude Financial, LLC | 1.17% | Add +2.4% | 24,008 | $2.2M |
| Arkadios Wealth Advisors | 0.04% | Add +115.0% | 23,558 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +3.5% | 23,508 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -2.2% | 22,933 | $2.1M |
| AQR Capital Management | 0.00% | Add +99.4% | 22,446 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Reduce -5.2% | 22,327 | $2.1M |
| John W. Brooker & Co., CPAs | 3.18% | Reduce -28.4% | 21,897 | $2.0M |
| D'Orazio & Associates, Inc. | 0.26% | Reduce -3.6% | 21,601 | $2.0M |
| Brookstone Capital Management | 0.02% | Reduce -9.5% | 21,468 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -1.3% | 21,294 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -45.5% | 20,750 | $1.9M |
| Patten Group, Inc. | 0.33% | Reduce -2.5% | 20,284 | $1.9M |
| Ascent Group, LLC | 0.06% | Add +15.2% | 20,267 | $1.9M |
| Ascentis Independent Advisors | 0.14% | Add +54.9% | 19,659 | $1.8M |
| Trek Financial, LLC | 0.10% | Add +91.0% | 19,446 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +21.1% | 19,810 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +17.1% | 17,852 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.65% | Reduce -2.3% | 17,780 | $1.6M |
| University of Texas/Texas Am Investment Management Co. | 0.24% | No change | 17,742 | $1.6M |
| Delta Investment Management, LLC | 0.29% | New | 17,341 | $1.6M |
| Apollon Financial, LLC | 0.22% | Add +203.4% | 17,334 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.17% | Reduce -1.7% | 17,137 | $1.6M |
| Romano Brothers and Company | 0.18% | Add +4.3% | 17,118 | $1.6M |
| Asset One Wealth Management LLC | 0.17% | Reduce -2.8% | 16,650 | $1.5M |
| TRB Wealth Management, LLC | 0.22% | — | 16,669 | $1.5M |
| Signal Advisors Wealth, LLC | 0.10% | Add +15.9% | 16,561 | $1.5M |
| VSM Wealth Advisory, LLC | 0.46% | Add +2.6% | 16,539 | $1.5M |
| Waterfront Wealth Inc. | 0.27% | Add +23.6% | 16,134 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +26.3% | 15,993 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Add +580.3% | 15,980 | $1.5M |
| Keyvantage Wealth, LLC | 0.63% | Reduce -11.8% | 15,398 | $1.4M |
| Dudley Capital Management, LLC | 0.61% | No change | 15,040 | $1.4M |
| Tounjian Advisory Partners, LLC | 0.50% | Add +0.7% | 15,020 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -4.4% | 15,008 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +37.2% | 14,946 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Add +24.3% | 14,957 | $1.4M |
| Krilogy Financial LLC | 0.04% | Reduce -9.0% | 14,609 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.6% | 14,654 | $1.4M |
| Continuum Advisory, LLC | 0.13% | Add +9.2% | 14,558 | $1.3M |
| Westside Investment Management, Inc. | 0.20% | No change | 14,316 | $1.3M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -2.8% | 13,943 | $1.3M |
| Arrowroot Family Office, LLC | 0.42% | Add +0.4% | 13,779 | $1.3M |
| Beacon Financial Advisory LLC | 0.28% | Add +6.2% | 13,445 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -11.0% | 13,326 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.3% | 13,269 | $1.2M |
| Triad Wealth Partners, LLC | 0.09% | New | 12,666 | $1.2M |
| Ramiah Investment Group | 1.02% | Reduce -1.2% | 12,633 | $1.2M |
| Boomfish Wealth Group, LLC | 0.62% | New | 12,594 | $1.2M |
| Beacon Financial Planning, Inc. | 0.45% | Add +1.4% | 12,526 | $1.2M |
| Fjell Capital, LLC | 0.89% | New | 12,474 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.12% | No change | 12,370 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 12,243 | $1.1M |
| PKS Advisory Services, LLC | 0.26% | Reduce -4.2% | 12,155 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +8.3% | 12,124 | $1.1M |
| MFA Wealth Services | 0.74% | Add +0.5% | 12,051 | $1.1M |
| Strata Wealth Advisors, LLC | 0.30% | No change | 12,050 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +185.7% | 11,863 | $1.1M |
| First PREMIER Bank | 0.25% | Add +269.1% | 11,805 | $1.1M |
| First Growth Capital LLC | 0.99% | Add +13.5% | 11,815 | $1.1M |
| Consilium Wealth Advisory, LLC | 0.36% | Add +43.6% | 11,450 | $1.1M |
| Summitpoint Capital Management | 1.29% | — | 10,876 | $1.0M |
| Caldwell Sutter Capital, Inc. | 0.41% | Add +8.8% | 10,942 | $1.0M |
| 1620 Investment Advisors, Inc. | 0.68% | Add +0.1% | 10,883 | $1.0M |
| HCR Wealth Advisors | 0.10% | No change | 10,524 | $971K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -24.4% | 10,462 | $965K |
| Aristides Capital LLC | 0.31% | Reduce -31.4% | 10,268 | $948K |
| Fort Point Capital Partners LLC | 0.12% | Reduce -0.5% | 10,250 | $946K |
| Prosperity Consulting Group, LLC | 0.04% | Add +4.8% | 10,246 | $946K |
| Rollins Financial Advisors, LLC | 0.15% | Add +38.0% | 10,218 | $943K |
| PFG Investments, LLC | 0.04% | Add +31.2% | 10,190 | $940K |
| CFO4Life Group, LLC | 0.14% | Reduce -0.1% | 9,999 | $923K |
| Liberty Atlantic Advisors LLC | 0.78% | Add +0.2% | 9,946 | $918K |
| Rehmann Capital Advisory Group | 0.05% | Add +6.0% | 9,854 | $909K |
| Appalachian Capital Management Ltd | 0.72% | Reduce -1.5% | 9,816 | $906K |
| Betterment LLC | 0.00% | Add +15.9% | 9,797 | $904K |
| Williams & Novak, LLC | 0.66% | Add +38.8% | 9,543 | $878K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +8.8% | 9,455 | $873K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +0.4% | 9,181 | $847K |
| Lionshead Wealth Management, LLC | 0.61% | Add +20.5% | 9,036 | $834K |
| Droms Strauss Advisors Inc. /Mo/ | 0.22% | Reduce -9.8% | 8,969 | $828K |
| Rwa Wealth Partners, LLC | 0.01% | New | 8,965 | $827K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | No change | 8,900 | $821K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.5% | 8,643 | $798K |
| Renaissance Technologies | 0.00% | Reduce -72.7% | 8,500 | $784K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,293 | $766K |
| IHT Wealth Management, LLC | 0.02% | Add +96.6% | 8,277 | $764K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -4.5% | 8,162 | $753K |
| First Foundation Advisors | 0.03% | No change | 8,094 | $747K |
| Bright Futures Wealth Management, LLC. | 0.51% | Reduce -6.8% | 8,017 | $740K |
| Silver Oak Securities, Incorporated | 0.05% | Add +7.0% | 7,992 | $737K |
| Nicolet Bankshares Inc. | 0.03% | No change | 7,769 | $717K |
| World Investment Advisors | 0.01% | Add +28.5% | 7,716 | $712K |
| Macroview Investment Management LLC | 0.49% | Add +11.9% | 7,632 | $704K |
| Base Wealth Management LLC | 0.39% | Reduce -10.1% | 7,548 | $697K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -7.7% | 7,541 | $696K |
| Harmony Asset Management LLC | 0.21% | Reduce -1.6% | 7,355 | $679K |
| FSA Investment Group, LLC | 0.27% | Reduce -9.2% | 7,247 | $669K |
| Tranquilli Financial Advisor LLC | 0.39% | Reduce -2.5% | 7,209 | $665K |
| Avondale Wealth Management | 0.32% | No change | 7,100 | $655K |
| Brasada Capital Management, LP | 0.12% | Reduce -18.3% | 7,063 | $651K |
| Leisure Capital Management | 0.23% | Reduce -34.0% | 7,037 | $649K |
| Ducere Wealth Management LLC | 0.26% | Reduce -19.5% | 7,023 | $648K |
| Northwest Financial Advisors | 1.25% | Add +8.3% | 7,007 | $647K |
| American Trust | 0.06% | Reduce -0.1% | 6,924 | $639K |
| ACT Advisors, LLC. | 0.27% | Add +44.0% | 6,798 | $627K |
| Arbor Trust Wealth Advisors, LLC | 0.27% | Add +50.6% | 6,766 | $624K |
| Wedbush Securities Inc. | 0.02% | Add +6.5% | 6,668 | $615K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +8.8% | 6,610 | $610K |
| Duncan Williams Asset Management, LLC | 0.17% | Reduce -15.2% | 6,595 | $609K |
| XY Planning Network, Inc. | 0.09% | Add +19.5% | 6,403 | $589K |
| Asset Management Group, Inc. | 0.10% | Add +1.1% | 6,371 | $588K |
| Helium Advisors LLC | 0.56% | New | 6,315 | $583K |
| Smith, Moore & Co. | 0.04% | Add +38.9% | 6,118 | $565K |
| Synergy Investment Management, LLC | 0.18% | Add +15.1% | 6,085 | $562K |
| Richards, Merrill & Peterson, Inc. | 0.20% | Add +0.0% | 5,954 | $549K |
| Sowell Financial Services LLC | 0.02% | Reduce -97.8% | 5,915 | $546K |
| Thrive Capital Management, LLC | 0.12% | Add +0.4% | 5,864 | $541K |
| Medallion Wealth Advisors, LLC | 0.17% | Add +89.6% | 5,759 | $532K |
| Ameriprise Financial Inc. | 0.00% | Add +18.6% | 5,713 | $527K |
| L.K. Benson & Company, P.C. | 0.17% | Add +0.1% | 5,711 | $527K |
| Synergy Asset Management, LLC | 0.06% | Reduce -2.9% | 5,661 | $522K |
| Procyon Advisors, LLC | 0.03% | Add +2.2% | 5,632 | $520K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.31% | New | 5,624 | $519K |
| Beacon Capital Management, LLC | 0.09% | Add +107.7% | 5,615 | $518K |
| OneAscent Wealth Management LLC | 0.17% | Add +99.7% | 5,522 | $510K |
| Decker Retirement Planning Inc. | 0.23% | Reduce -4.9% | 5,520 | $509K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -11.3% | 5,505 | $508K |
| VestGen Advisors, LLC | 0.01% | New | 5,482 | $503K |
| Summit Investment Advisory Services, LLC | 0.19% | Reduce -18.4% | 5,443 | $502K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +32.3% | 5,433 | $501K |
| Modera Wealth Management, LLC | 0.01% | New | 5,425 | $501K |
| Claris Financial LLC | 0.27% | Reduce -3.5% | 5,367 | $495K |
| Mayfair Advisory Group, LLC | 0.17% | Add +0.0% | 5,345 | $493K |
| Advyzon Investment Management, LLC | 0.04% | New | 5,310 | $490K |
| Investment Advisory Group, LLC | 0.12% | No change | 5,308 | $490K |
| LiftPoint Family Wealth Advisors LLC | 0.40% | Add +6.8% | 5,299 | $489K |
| Westmount Partners, LLC | 0.12% | Add +3.8% | 5,290 | $488K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +86.4% | 5,277 | $487K |
| Sage Rhino Capital LLC | 0.09% | Add +0.6% | 5,237 | $483K |
| FSA Advisors, Inc. | 0.32% | Reduce -12.4% | 5,214 | $481K |
| Glen Eagle Advisors, LLC | 0.07% | No change | 5,162 | $476K |
| CIBC Asset Management Inc | 0.00% | No change | 5,030 | $464K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,022 | $463K |
| Triumph Capital Management | 0.10% | Add +157.8% | 5,015 | $463K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | Add +19.6% | 4,779 | $441K |
| Summit Financial, LLC | 0.01% | Add +0.2% | 4,709 | $435K |
| United Advisor Group, LLC | 0.05% | Add +10.2% | 4,702 | $434K |
| ADG Wealth Management Group, LLC | 0.30% | Add +11.9% | 4,686 | $432K |
| MBL Wealth, LLC | 0.03% | Add +10.6% | 4,621 | $426K |
| Huntington National Bank | 0.00% | New | 4,545 | $419K |
| Winthrop Advisory Group LLC | 0.03% | New | 4,455 | $411K |
| Park Avenue Securities LLC | 0.00% | Reduce -66.4% | 4,451 | $411K |
| Bessemer Group Inc. | 0.00% | New | 4,200 | $388K |
| Creative Financial Designs Inc. | 0.02% | Reduce -42.7% | 4,144 | $382K |
| Thrive Wealth Management, LLC | 0.06% | Add +0.1% | 4,121 | $380K |
| Fortitude Advisory Group L.L.C. | 0.17% | New | 4,110 | $379K |
| Rothschild Investment LLC | 0.02% | No change | 4,050 | $374K |
| Moment Partners, LLC | 0.07% | New | 4,000 | $369K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -13.4% | 3,971 | $366K |
| Private Trust Co. NA | 0.03% | Add +83.3% | 3,954 | $365K |
| Legacy Advisory Services, LLC | 0.27% | Reduce -36.0% | 3,893 | $359K |
| Keybank National Association | 0.00% | Add +8.6% | 3,797 | $350K |
| MAI Capital Management | 0.00% | Reduce -6.0% | 3,738 | $345K |
| Keating Financial Advisory Services, Inc. | 0.06% | Add +37.3% | 3,704 | $342K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.9% | 3,607 | $333K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +8.3% | 3,601 | $332K |
| Mather Group, Llc. | 0.00% | Reduce -0.6% | 3,594 | $332K |
| J. Derek Lewis & Associates Inc. | 0.07% | No change | 3,585 | $331K |
| Eq LLC | 0.09% | Add +4.3% | 3,481 | $321K |
| Wealth Watch Advisors, INC | 0.13% | Add +1.2% | 3,464 | $320K |
| Founders Financial Securities LLC | 0.02% | Add +3.9% | 3,437 | $318K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -5.4% | 3,412 | $315K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.2% | 3,406 | $314K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.2% | 3,387 | $313K |
| Daymark Wealth Partners, LLC | 0.01% | Add +51.8% | 3,383 | $312K |
| Widmann Financial Services, Inc. | 0.19% | Add +18.6% | 3,380 | $312K |
| Apella Capital, LLC | 0.00% | Reduce -3.9% | 3,290 | $306K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 3,205 | $296K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +16.0% | 3,190 | $294K |
| Calton & Associates, Inc. | 0.04% | No change | 3,088 | $285K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -16.6% | 3,073 | $284K |
| Artemis Wealth Advisors, LLC | 0.04% | Add +1.3% | 3,066 | $283K |
| Opus Financial Solutions LLC | 0.26% | New | 3,038 | $280K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -56.3% | 2,977 | $275K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +1.3% | 2,964 | $274K |
| Avaii Wealth Management, LLC | 0.09% | Reduce -16.1% | 2,947 | $272K |
| Focused Wealth Management, Inc | 0.03% | Reduce -20.6% | 2,908 | $268K |
| BCR Wealth Strategies, LLC | 0.08% | No change | 2,893 | $266K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -15.8% | 2,843 | $262K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.1% | 2,837 | $262K |
| Signature Equity Partners, LLC | 0.14% | Add +7.1% | 2,824 | $261K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 2,816 | $260K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -20.8% | 2,787 | $257K |
| Milestones Private Investment Advisors LLC | 0.23% | Reduce -49.3% | 2,783 | $257K |
| Financial Planning Hawaii, Inc. | 0.15% | Add +21.9% | 2,765 | $255K |
| Stonebridge Financial Planning Group, LLC | 0.09% | No change | 2,741 | $253K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 2,729 | $252K |
| Stephens Inc. | 0.00% | Reduce -49.5% | 2,715 | $251K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +61.7% | 2,686 | $248K |
| Endowment Wealth Management, Inc. | 0.11% | Add +4.2% | 2,677 | $247K |
| Centaurus Financial, Inc. | 0.01% | New | 2,660 | $245K |
| StoneX Group Inc. | 0.01% | Reduce -8.6% | 2,651 | $244K |
| Ameriflex Group, Inc. | 0.12% | Add +24.5% | 2,624 | $242K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Reduce -6.2% | 2,574 | $238K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,546 | $235K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 2,542 | $235K |
| Bison Wealth, LLC | 0.02% | New | 2,515 | $231K |
| Hershey Financial Advisers, LLC | 0.20% | New | 2,461 | $227K |
| Vermillion Wealth Management, Inc. | 0.09% | Reduce -3.8% | 2,451 | $226K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -0.0% | 2,391 | $221K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 2,322 | $214K |
| Cardinal Point Capital Management ULC | 0.01% | Reduce -28.7% | 2,311 | $213K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,300 | $212K |
| Evolution Wealth Advisors, LLC | 0.02% | Reduce -11.0% | 2,266 | $209K |
| Allen Capital Group, LLC | 0.02% | Add +1.0% | 2,265 | $209K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,255 | $208K |
| Your Advocates Ltd., LLP | 0.06% | Reduce -80.8% | 2,235 | $206K |
| Round Rock Advisors LLC | 0.03% | No change | 2,223 | $205K |
| Lantern Wealth Advisors, LLC | 0.11% | New | 2,222 | $205K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,200 | $203K |
| Wagner Wealth Management, LLC | 0.04% | No change | 2,066 | $191K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,912 | $176K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -37.5% | 1,640 | $151K |
| Larson Financial Group LLC | 0.00% | Reduce -2.0% | 1,471 | $136K |
| Goodman Advisory Group, LLC | 0.04% | Reduce -5.4% | 1,460 | $135K |
| US Bancorp \de | 0.00% | Add +5.2% | 1,347 | $124K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -16.6% | 1,287 | $119K |
| Arax Advisory Partners | 0.00% | Reduce -0.2% | 1,172 | $108K |
| Greykasell Wealth Strategies, Inc. | 0.04% | Add +0.1% | 1,144 | $106K |
| Blair William & Co. | 0.00% | Add +24.4% | 1,101 | $102K |
| Colonial Trust Co / SC | 0.01% | No change | 1,100 | $101K |
| Lodestone Wealth Management LLC | 0.04% | Add +0.8% | 1,045 | $96K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -41.5% | 1,045 | $96K |
| Security National Bank | 0.01% | No change | 1,013 | $93K |
| Assetmark, Inc. | 0.00% | Reduce -17.6% | 957 | $88K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 956 | $88K |
| Smartleaf Asset Management LLC | 0.00% | New | 917 | $84K |
| Golden State Wealth Management, LLC | 0.01% | Add +52.5% | 857 | $79K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 839 | $77K |
| IFG Advisory, LLC | 0.22% | Reduce -99.1% | 822 | $76K |
| Redwood Park Advisors LLC | 0.06% | Add +1.2% | 818 | $76K |
| Elevation Wealth Partners, LLC | 0.03% | Add +1.4% | 799 | $74K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.3% | 634 | $58K |
| HHM Wealth Advisors, LLC | 0.01% | Add +20.4% | 632 | $58K |
| Evolution Wealth Management Inc. | 0.04% | No change | 616 | $57K |
| Ancora Advisors LLC | 0.00% | No change | 602 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 582 | $53K |
| Register Financial Advisors LLC | 0.02% | Add +0.6% | 513 | $47K |
| Opal Wealth Advisors, LLC | 0.01% | New | 510 | $47K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $46K |
| SYM FINANCIAL Corp | 0.00% | No change | 462 | $43K |
| Cornerstone Planning Group LLC | 0.01% | Add +40.6% | 447 | $41K |
| Avion Wealth | 0.01% | Reduce -4.5% | 428 | $39K |
| Allianz Asset Management GmbH | 0.00% | Reduce -5.8% | 393 | $36K |
| CoreCap Advisors, LLC | 0.00% | Add +804.8% | 380 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +0.5% | 379 | $35K |
| Zions Bancorporation, National Association | 0.00% | New | 343 | $32K |
| Independence Bank of Kentucky | 0.00% | No change | 325 | $30K |
| AlphaCore Capital LLC | 0.00% | Add +25.5% | 305 | $28K |
| Scarborough Advisors, LLC | 0.00% | Add +102.0% | 297 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $25K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 249 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 246 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 246 | $23K |
| Southern Michigan Bank & Trust | 0.01% | — | 225 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 220 | $20K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 200 | $18K |
| FMR LLC | 0.00% | New | 198 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -1.2% | 171 | $16K |
| Bullock Wealth Management Group | 0.01% | Reduce -76.5% | 159 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 140 | $13K |
| Morris Financial Concepts, Inc. | 0.00% | Add +5.3% | 138 | $13K |
| First Command Advisory Services, Inc. | 0.00% | No change | 134 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 124 | $11K |
| International Assets Investment Management, LLC | 0.00% | No change | 109 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| Strategic Wealth Advisors LLC | 0.01% | New | 92 | $8K |
| 2UniFi Bank | 0.00% | No change | 86 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +10.0% | 66 | $6K |
| Eastern Bank | 0.00% | No change | 50 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 45 | $4K |
| Root Financial Partners, LLC | 0.00% | No change | 43 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 38 | $4K |
| Caldwell Trust Co | 0.00% | No change | 34 | $3K |
| Abound Wealth Management | 0.00% | New | 32 | $3K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 27 | $2K |
| GS Investments, Inc. | 0.00% | New | 26 | $2K |
| Spire Wealth Management | 0.00% | No change | 23 | $2K |
| Bfsg, LLC | 0.00% | No change | 20 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 12 | $1K |
| Key Capital Management, INC | 0.00% | Reduce -90.0% | 10 | $923 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $923 |
| Blueline Advisors LLC | 0.00% | No change | 8 | $739 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $738 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $318 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $91 |
"% 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.