PIMCO Active Bond Exchange-TBONDETF
13F holders, Q2 2026 (June 30)545holders +18
54new positions
33sold out
3famous investors
$92.21avg. 13F price*
At the end of Q2 2026, 545 institutions reported holding PIMCO Active Bond Exchange-T (BOND) in their 13F filings, up 18 from Q1 2026. 54 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($367.3M), LPL Financial LLC ($352.9M) and Envestnet Asset Management Inc. ($264.8M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Active Bond Exchange-T
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $145.8M |
| Exits | 33 | $68.7M |
All 13F filers, Q1 2026 → Q2 2026: 8,594,037 shares bought and 2,664,267 shares sold, net +5,929,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 545 holders
| Morgan Stanley | 0.02% | Add +5.9% | 3,983,835 | $367.3M |
| LPL Financial LLC | 0.08% | Add +11.9% | 3,827,606 | $352.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +9.8% | 2,871,675 | $264.8M |
| Raymond James Financial Inc. | 0.07% | Add +55.4% | 2,787,919 | $257.1M |
| Wells Fargo & Company | 0.04% | Add +0.7% | 2,249,290 | $207.4M |
| AE Wealth Management LLC | 0.79% | Reduce -2.6% | 1,843,273 | $170.0M |
| Bank of America Corp. | 0.01% | Add +13.1% | 1,839,221 | $169.6M |
| OneDigital Investment Advisors LLC | 1.43% | Add +4.8% | 1,835,711 | $169.3M |
| Osaic Holdings, Inc. | 0.19% | Add +5.8% | 1,796,810 | $165.7M |
| Tectonic Advisors LLC | 7.40% | Add +2.9% | 1,670,377 | $154.0M |
| NewEdge Advisors, LLC | 0.40% | Add +10.3% | 1,474,136 | $135.9M |
| Koss-Olinger Consulting, LLC | 9.57% | Add +6.4% | 1,347,216 | $124.2M |
| Waverly Advisors, LLC | 0.71% | Add +30.3% | 1,332,448 | $122.9M |
| Cetera Investment Advisers | 0.11% | Add +16.1% | 1,293,060 | $119.2M |
| Sand Hill Global Advisors, LLC | 3.45% | Add +16.8% | 1,243,907 | $114.7M |
| JPMorgan Chase & Co. | 0.01% | Add +30.8% | 1,168,467 | $108.2M |
| Heirloom Wealth Management | 15.45% | Add +13.4% | 1,156,313 | $106.6M |
| Great Valley Advisor Group, Inc. | 1.44% | Add +3.7% | 991,278 | $91.4M |
| UBS Group AG | 0.01% | Add +3.9% | 946,854 | $87.3M |
| CreativeOne Wealth, LLC | 1.80% | Add +8.4% | 905,609 | $83.5M |
| Gotham Asset Management | 0.17% | Add +24.2% | 798,729 | $73.7M |
| Royal Bank of Canada | 0.01% | Add +1.9% | 654,022 | $60.3M |
| Buck Wealth Strategies, LLC | 6.28% | Add +3.7% | 651,556 | $60.1M |
| Vickerman Investment Advisors, Inc. | 11.46% | Reduce -13.3% | 639,932 | $59.0M |
| Thrivent Financial for Lutherans | 0.10% | Add +29.8% | 639,633 | $59.0M |
| Concurrent Investment Advisors, LLC | 0.47% | Add +6.3% | 602,397 | $55.5M |
| FSM Wealth Advisors, LLC | 5.77% | Add +8.4% | 583,033 | $53.8M |
| Advocacy Wealth Management, LLC | 1.91% | Add +4.3% | 569,047 | $52.5M |
| Stifel Financial Corp. | 0.04% | Add +18.4% | 566,667 | $52.3M |
| Evolve Private Wealth, LLC | 3.12% | Add +5.0% | 553,056 | $51.0M |
| Bouchey Financial Group, Ltd. | 3.25% | New | 545,883 | $50.3M |
| HighTower Advisors, LLC | 0.04% | Add +8.4% | 478,289 | $44.1M |
| Captrust Financial Advisors | 0.07% | Reduce -12.7% | 471,968 | $43.5M |
| RFG Advisory, LLC | 0.66% | Add +61.1% | 455,902 | $42.0M |
| Hudson Capital Management LLC | 10.17% | Add +3.3% | 442,761 | $40.8M |
| Cooper Financial Group | 3.31% | Add +9.3% | 433,100 | $39.9M |
| Eclectic Associates Inc. | 4.31% | Add +18.3% | 410,428 | $37.8M |
| Mariner, LLC | 0.04% | Reduce -18.9% | 407,558 | $37.6M |
| BNP Paribas Financial Markets | 0.02% | Add +0.7% | 383,537 | $35.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -32.3% | 375,064 | $34.6M |
| Christian Investment Advisors, Inc. | 20.33% | Add +8.1% | 373,981 | $34.5M |
| Jones Financial Companies LLLP | 0.01% | Add +40.2% | 365,565 | $33.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +16.0% | 345,148 | $31.8M |
| O'Connor Financial Group LLC | 10.82% | Add +40.7% | 331,895 | $30.6M |
| Legacy Private Trust Co. | 1.70% | Add +12.4% | 330,525 | $30.5M |
| Truist Financial Corp. | 0.04% | Add +0.4% | 319,915 | $29.5M |
| Goldstein Advisors, LLC | 2.67% | Add +12.6% | 316,893 | $29.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.0% | 318,668 | $29.1M |
| Private Advisor Group, LLC | 0.13% | Add +14.9% | 310,214 | $28.6M |
| Cornerstone Wealth Management, LLC | 1.23% | Add +9.7% | 309,271 | $28.5M |
| First Commonwealth Financial Corp | 3.80% | Add +23.2% | 294,771 | $27.2M |
| Valley National Advisers Inc. | 2.82% | Add +6.8% | 275,604 | $25.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -38.1% | 275,358 | $25.4M |
| Modern Wealth Management, LLC | 0.30% | New | 273,591 | $25.2M |
| Southland Equity Partners LLC | 4.36% | Reduce -1.0% | 270,271 | $24.9M |
| Stadion Money Management, LLC | 2.13% | Add +2.1% | 269,366 | $24.7M |
| Kelman-Lazarov, Inc. | 3.21% | Add +1.4% | 266,083 | $24.5M |
| Novem Group | 2.30% | Add +4.9% | 245,552 | $22.6M |
| Berger Financial Group, Inc | 1.13% | Reduce -0.6% | 239,458 | $22.1M |
| Old Mission Capital LLC | 0.56% | Add +510.1% | 238,153 | $22.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.6% | 232,879 | $21.5M |
| MML Investors Services, LLC | 0.04% | Add +29.9% | 229,015 | $21.1M |
| Exchange Traded Concepts, LLC | 0.10% | Add +7.8% | 226,821 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.8% | 224,828 | $20.7M |
| Crestmont Private Wealth LLC | 5.76% | Add +15.8% | 222,787 | $20.5M |
| Lynch Investment Planning, LLC | 14.95% | Add +9.7% | 210,964 | $19.5M |
| AdvisorNet Financial, Inc | 0.87% | Add +28.5% | 206,864 | $19.1M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +1.5% | 205,161 | $18.9M |
| Ocean Park Asset Management, LLC | 0.91% | No change | 204,100 | $18.8M |
| Atria Investments, Inc | 0.18% | Add +1.6% | 198,667 | $18.3M |
| Elevation Point Wealth Partners, LLC | 0.34% | Add +0.9% | 196,718 | $18.1M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +0.6% | 195,617 | $18.0M |
| Addison Capital Co | 2.88% | Add +3.1% | 190,661 | $17.6M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +11.2% | 179,754 | $16.6M |
| Wayfinding Financial, LLC | 6.22% | Add +7.3% | 178,115 | $16.4M |
| McGrath & Associates, Inc. | 21.14% | Add +10.2% | 176,003 | $16.2M |
| Nest Investments, LLC | 11.92% | Add +3.6% | 170,171 | $15.7M |
| Mullooly Asset Management, Inc. | 4.75% | Add +9.9% | 167,343 | $15.4M |
| Bouvel Investment Partners, LLC | 3.40% | Reduce -31.6% | 163,263 | $15.1M |
| Hopwood Nicholas Hunter | 4.05% | Add +14.5% | 160,276 | $14.8M |
| Horizon Investments, LLC | 0.16% | Reduce -0.1% | 161,457 | $14.8M |
| Stratos Wealth Advisors, LLC | 0.81% | Add +10.2% | 159,697 | $14.7M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -3.5% | 157,929 | $14.6M |
| Parr McKnight Wealth Management Group, LLC | 1.72% | Add +5.1% | 157,391 | $14.5M |
| Kwmg, LLC | 1.05% | Add +5.1% | 157,067 | $14.5M |
| PAX Financial Group, LLC | 2.13% | Add +9.7% | 155,402 | $14.3M |
| TD Capital Management LLC | 1.16% | Add +21.8% | 153,482 | $14.2M |
| Acima Private Wealth, LLC | 3.97% | Add +4.2% | 148,379 | $13.7M |
| Vicus Capital | 0.86% | Add +0.3% | 145,091 | $13.4M |
| Equitable Holdings, Inc. | 0.08% | Add +179.5% | 141,982 | $13.1M |
| MBM Wealth Consultants, LLC | 2.50% | New | 140,381 | $12.9M |
| Vavra Capital Management, LLC | 11.32% | Add +0.1% | 140,315 | $12.9M |
| Clearstead Advisors, LLC | 0.12% | Add +6.1% | 138,203 | $12.7M |
| Capital Analysts, LLC | 0.29% | Add +8.0% | 137,698 | $12.7M |
| D.A. Davidson & Co. | 0.07% | Add +15.2% | 135,601 | $12.5M |
| Sheridan Capital Management, LLC | 6.00% | Reduce -0.6% | 135,205 | $12.5M |
| Scotia Capital Inc. | 0.05% | Reduce -1.2% | 132,988 | $12.3M |
| Gould Asset Management LLC | 1.90% | Add +3.8% | 130,793 | $12.1M |
| Affiance Financial, LLC | 1.68% | Add +30.4% | 126,883 | $11.7M |
| Prudent Investors Network, Inc. | 2.27% | Reduce -79.1% | 126,871 | $11.7M |
| One Capital Management, LLC | 0.32% | No change | 126,136 | $11.6M |
| Hutchens & Kramer Investment Management Group, LLC | 3.09% | Reduce -29.1% | 125,252 | $11.5M |
| GeoWealth Management, LLC | 0.36% | Add +0.2% | 123,642 | $11.4M |
| Steph & Co. | 2.85% | Add +6.3% | 122,003 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.2% | 121,984 | $11.2M |
| MRA Advisory Group | 4.01% | Add +2.9% | 119,830 | $11.0M |
| Harbour Investments, Inc. | 0.15% | Add +2.6% | 119,350 | $11.0M |
| &partners | 0.04% | Add +103.4% | 117,170 | $10.8M |
| Wealthspire Advisors, LLC | 0.06% | New | 115,422 | $10.6M |
| Linscomb Wealth, Inc. | 0.45% | Add +22.9% | 113,461 | $10.5M |
| Richard W. Paul & Associates, LLC | 3.14% | Add +57.0% | 111,468 | $10.3M |
| SimpliFi, Inc. | 3.93% | Add +1.2% | 107,883 | $9.9M |
| Asset Allocation Strategies LLC | 1.52% | Add +13.0% | 106,841 | $9.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.2% | 102,997 | $9.5M |
| Freedom Investment Management, Inc. | 2.64% | Add +0.6% | 102,805 | $9.5M |
| Destination Wealth Management | 0.22% | Add +3.0% | 101,466 | $9.4M |
| Catalyst Investment Management LLC | 8.40% | Add +18.5% | 100,438 | $9.3M |
| IFG Advisory, LLC | 0.32% | Add +12077.6% | 100,100 | $9.2M |
| Wealth Alliance Advisory Group, LLC | 1.33% | Add +21.8% | 99,791 | $9.2M |
| Farther Finance Advisors, LLC | 0.07% | Add +13.4% | 99,664 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.8% | 96,582 | $8.9M |
| Retirement Planning Group, LLC | 0.22% | Add +56.4% | 93,117 | $8.6M |
| Valmark Advisers, Inc. | 0.08% | Add +382.7% | 86,174 | $7.9M |
| BCS Wealth Management | 1.43% | Add +11.6% | 85,864 | $7.9M |
| USAdvisors Wealth Management, LLC | 2.26% | Add +5.2% | 85,318 | $7.9M |
| Sagespring Wealth Partners, LLC | 0.12% | Reduce -15.5% | 84,809 | $7.8M |
| MorganRosel Wealth Management, LLC | 2.57% | Add +7.9% | 82,561 | $7.6M |
| Axxcess Wealth Management, LLC | 0.12% | Add +5.3% | 82,004 | $7.6M |
| CarsonAllaria Wealth Management, Ltd. | 3.27% | Add +11.1% | 81,818 | $7.5M |
| Security Financial Services, INC. | 1.04% | Add +0.1% | 80,918 | $7.5M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -1.0% | 80,913 | $7.5M |
| Patten & Patten Inc. | 0.39% | Add +3.5% | 80,025 | $7.4M |
| B. Riley Wealth Advisors, Inc. | 0.40% | Add +7.4% | 79,481 | $7.4M |
| Darwin Wealth Management, LLC | 1.98% | Add +5.5% | 78,314 | $7.2M |
| Treasure Coast Financial Planning | 3.52% | Add +1.5% | 78,311 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -12.4% | 77,820 | $7.2M |
| Global Retirement Partners, LLC | 0.11% | — | 77,569 | $7.2M |
| Visionary Wealth Advisors | 0.27% | Reduce -3.2% | 75,357 | $6.9M |
| Nations Financial Group Inc, /Ia/ | 0.33% | Add +3.8% | 74,135 | $6.8M |
| Halbert Hargrove Global Advisors, LLC | 0.29% | Reduce -1.2% | 71,174 | $6.6M |
| Jmac Enterprises LLC | 1.10% | Add +18.0% | 71,064 | $6.6M |
| BAM Wealth Management, LLC | 4.08% | Add +5.2% | 70,678 | $6.5M |
| Redhawk Wealth Advisors, Inc. | 0.64% | Add +18.1% | 70,613 | $6.5M |
| Fourth Dimension Wealth, LLC | 2.04% | New | 69,937 | $6.4M |
| Geneos Wealth Management Inc. | 0.13% | Add +36.6% | 66,962 | $6.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -4.7% | 66,491 | $6.1M |
| Pacifica Partners Inc. | 1.85% | Reduce -2.0% | 66,778 | $6.1M |
| Aviance Capital Partners, LLC | 0.61% | Add +10.1% | 64,141 | $5.9M |
| Selby Wealth Management, LLC | 2.09% | Add +9.4% | 64,045 | $5.9M |
| DAVENPORT & Co LLC | 0.03% | Reduce -3.6% | 63,785 | $5.9M |
| Koshinski Asset Management, Inc. | 0.31% | Add +8.3% | 63,287 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Add +9.5% | 62,309 | $5.7M |
| Money Concepts Capital Corp. | 0.27% | Add +75.2% | 62,190 | $5.7M |
| Birchwood Financial Partners, Inc. | 4.65% | Add +21.5% | 61,616 | $5.7M |
| Connecticut Wealth Management, LLC | 0.21% | Add +32.4% | 61,348 | $5.7M |
| Maimon Wealth Management LTD. | 4.31% | Add +24.2% | 60,685 | $5.6M |
| Slagle Financial, LLC | 1.64% | Add +22.7% | 59,299 | $5.5M |
| Total Investment Management Inc. | 0.56% | Add +1.3% | 59,160 | $5.4M |
| Secured Retirement Advisors, LLC | 2.72% | Reduce -2.2% | 57,389 | $5.3M |
| Taylor & Morgan Wealth Management, LLC | 2.57% | Add +14.2% | 56,622 | $5.2M |
| Lunt Capital Management, Inc. | 1.90% | Add +1.3% | 56,198 | $5.2M |
| Allworth Financial LP | 0.02% | Reduce -20.8% | 55,028 | $5.1M |
| Freedom Financial Partners LLC | 1.65% | Add +0.0% | 54,963 | $5.1M |
| Colonial River Investments, LLC | 1.43% | New | 54,537 | $5.0M |
| Financial Discovery Group Inc. | 10.64% | Reduce -3.3% | 54,104 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -21.8% | 53,458 | $4.9M |
| Denver PWM, LLC | 1.60% | Reduce -1.1% | 54,023 | $4.9M |
| OneAscent Financial Services LLC | 0.23% | Add +14.8% | 53,012 | $4.9M |
| Csenge Advisory Group | 0.20% | Add +0.6% | 53,007 | $4.9M |
| Advus Financial Partners, LLC | 1.11% | Add +16.4% | 52,893 | $4.9M |
| Fifth Third Bancorp | 0.01% | Add +7.6% | 52,522 | $4.8M |
| Syverson Strege & Co | 1.04% | Add +0.1% | 51,574 | $4.8M |
| Cibc World Market Inc. | 0.01% | Add +18.1% | 51,549 | $4.8M |
| Del-Sette Capital Management, LLC | 2.75% | Add +11.1% | 51,160 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.2% | 50,862 | $4.7M |
| Bluespring Wealth Management, LLC | 0.09% | New | 50,432 | $4.7M |
| Trek Financial, LLC | 0.22% | Add +150.3% | 48,667 | $4.5M |
| Advisor OS, LLC | 0.30% | Add +26.2% | 48,590 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +28.6% | 48,568 | $4.5M |
| SlateStone Wealth, LLC | 0.34% | Add +1.2% | 47,592 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +5.8% | 46,670 | $4.3M |
| University of Texas/Texas Am Investment Management Co. | 0.49% | Add +161.0% | 46,310 | $4.3M |
| Traction Financial Partners, LLC | 2.27% | Add +1.8% | 46,264 | $4.3M |
| Bank of Montreal | 0.00% | Add +2.5% | 46,042 | $4.2M |
| Quadrature Capital Ltd | 0.04% | New | 46,025 | $4.2M |
| Dunhill Financial, LLC | 0.82% | Reduce -9.7% | 43,685 | $4.0M |
| Mutual Advisors, LLC | 0.07% | Reduce -1.3% | 42,911 | $4.0M |
| First Hawaiian Bank | 0.49% | Add +10.1% | 42,045 | $3.9M |
| Pinnacle Financial Group, LLC / IL | 0.94% | Add +3.4% | 41,648 | $3.8M |
| Wealth Advisors of Iowa, LLC | 1.04% | Add +1.1% | 41,507 | $3.8M |
| Vise Technologies, Inc. | 0.04% | New | 41,056 | $3.8M |
| Beckerman Institutional, LLC | 1.80% | Add +41.9% | 40,972 | $3.8M |
| Elyxium Wealth, LLC | 0.39% | Add +6.4% | 40,712 | $3.8M |
| L & S Advisors Inc | 0.39% | Add +4.4% | 40,597 | $3.7M |
| Titleist Asset Management, LLC | 0.25% | Add +6.6% | 40,092 | $3.7M |
| Essential Planning, LLC. | 1.04% | Reduce -5.3% | 39,884 | $3.7M |
| Milestone Asset Management, LLC | 0.57% | Reduce -2.9% | 39,045 | $3.6M |
| 21 West Wealth Management LLC | 3.05% | Add +0.6% | 38,776 | $3.6M |
| Fiduciary Alliance LLC | 0.24% | Reduce -0.3% | 38,515 | $3.6M |
| Composition Wealth, LLC | 0.04% | Reduce -2.8% | 38,473 | $3.5M |
| Avondale Wealth Management | 1.44% | Add +439.0% | 38,267 | $3.5M |
| PFG Advisors | 0.18% | Add +13.7% | 37,827 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +43.4% | 37,187 | $3.4M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -11.6% | 37,020 | $3.4M |
| Navis Wealth Advisors, LLC | 1.29% | Add +41.7% | 36,850 | $3.4M |
| Greenwood Capital Associates LLC | 0.33% | New | 36,798 | $3.4M |
| Western Wealth Management, LLC | 0.11% | Add +1.9% | 36,339 | $3.4M |
| Essex Financial Services, Inc. | 0.16% | Add +0.7% | 35,849 | $3.3M |
| Roger Wittlin Investment Advisory, LLC | 2.59% | Add +0.1% | 35,759 | $3.3M |
| Hamilton Wealth, LLC | 0.60% | Reduce -5.3% | 35,460 | $3.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +40.7% | 35,020 | $3.2M |
| AQR Capital Management | 0.00% | Add +54.7% | 34,733 | $3.2M |
| Fairway Financial, LLC | 2.15% | Add +1.8% | 34,044 | $3.1M |
| Wilkerson Advisory Group LLC | 0.96% | Add +6.3% | 33,970 | $3.1M |
| Arkadios Wealth Advisors | 0.05% | Add +41.5% | 33,327 | $3.1M |
| Womack Financial LLC | 2.00% | Add +0.9% | 32,775 | $3.0M |
| Wellington-Altus USA Inc. | 2.14% | Reduce -18.8% | 32,523 | $3.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +34.4% | 32,635 | $3.0M |
| Maia Wealth LLC | 0.44% | Add +9.9% | 32,370 | $3.0M |
| Barnes Wealth Management Group, Inc | 1.38% | Reduce -1.2% | 32,298 | $3.0M |
| Creative Planning | 0.00% | Add +13.5% | 31,015 | $2.9M |
| Emergent Wealth Advisors, LLC | 1.46% | Add +1.5% | 30,377 | $2.8M |
| Centerline Wealth Advisors, LLC | 0.87% | New | 30,148 | $2.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -58.8% | 28,593 | $2.6M |
| Intelligence Driven Advisers, LLC | 0.42% | Reduce -0.8% | 28,150 | $2.6M |
| Forteris Wealth Management Inc. | 2.11% | Add +0.7% | 28,005 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Reduce -27.4% | 27,393 | $2.5M |
| Elevated Capital Advisors, LLC | 0.69% | Reduce -3.2% | 27,025 | $2.5M |
| Strategic Blueprint, LLC | 0.12% | Reduce -2.0% | 26,976 | $2.5M |
| First PREMIER Bank | 0.40% | Add +126.7% | 26,760 | $2.5M |
| Citigroup Inc. | 0.00% | Add +9.1% | 26,618 | $2.5M |
| Strategic Advisors LLC | 0.53% | Reduce -15.0% | 26,166 | $2.4M |
| First National Bank & Trust Co. of Newtown | 0.49% | New | 26,634 | $2.4M |
| Insight Wealth Partners, LLC | 0.32% | Reduce -28.1% | 26,129 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +22.6% | 26,104 | $2.4M |
| IFP Advisors, Inc | 0.04% | Reduce -3.6% | 25,666 | $2.4M |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -45.4% | 25,396 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +104.1% | 24,986 | $2.3M |
| Hollencrest Capital Management | 0.15% | Reduce -0.5% | 24,366 | $2.2M |
| Apollon Financial, LLC | 0.26% | Add +37.8% | 23,890 | $2.2M |
| Savant Capital, LLC | 0.01% | Add +95.9% | 23,746 | $2.2M |
| Flaharty Asset Management, LLC | 3.11% | Reduce -91.8% | 23,676 | $2.2M |
| Boomfish Wealth Group, LLC | 0.99% | Add +86.2% | 23,455 | $2.2M |
| National Bank of Canada | 0.00% | Add +1.7% | 23,313 | $2.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 23,127 | $2.1M |
| MCF Advisors LLC | 0.08% | Reduce -6.1% | 22,800 | $2.1M |
| Menard Financial Group LLC | 1.14% | Reduce -9.3% | 22,649 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +9.0% | 22,609 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.9% | 21,910 | $2.0M |
| Brookstone Capital Management | 0.02% | Reduce -1.3% | 21,200 | $2.0M |
| Signal Advisors Wealth, LLC | 0.10% | Add +27.8% | 21,167 | $2.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +43.3% | 20,992 | $1.9M |
| Patten Group, Inc. | 0.30% | Add +3.2% | 20,929 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -3.1% | 19,194 | $1.8M |
| Plancorp, LLC | 0.04% | New | 18,870 | $1.7M |
| Ascent Group, LLC | 0.05% | Reduce -9.7% | 18,312 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +19.6% | 17,952 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Add +95.2% | 17,497 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +16.6% | 17,432 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.13% | Add +1.6% | 17,402 | $1.6M |
| VSM Wealth Advisory, LLC | 0.42% | Add +4.0% | 17,205 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.54% | Reduce -4.0% | 17,074 | $1.6M |
| Waterfront Wealth Inc. | 0.24% | Add +6.6% | 17,206 | $1.6M |
| TRB Wealth Management, LLC | 0.21% | Add +1.3% | 16,877 | $1.6M |
| Delta Investment Management, LLC | 0.26% | Reduce -3.0% | 16,825 | $1.6M |
| Clear Creek Financial Management, LLC | 0.10% | Add +58.9% | 16,623 | $1.5M |
| Asset One Wealth Management LLC | 0.16% | Reduce -1.9% | 16,325 | $1.5M |
| Romano Brothers and Company | 0.15% | Reduce -6.1% | 16,073 | $1.5M |
| Keating Financial Advisory Services, Inc. | 0.19% | Add +330.4% | 15,941 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -1.0% | 15,839 | $1.5M |
| Continuum Advisory, LLC | 0.12% | Add +8.2% | 15,751 | $1.5M |
| D'Orazio & Associates, Inc. | 0.17% | Reduce -27.2% | 15,730 | $1.5M |
| John W. Brooker & Co., CPAs | 1.73% | Reduce -28.9% | 15,566 | $1.4M |
| Krilogy Financial LLC | 0.04% | Add +3.8% | 15,161 | $1.4M |
| Dudley Capital Management, LLC | 0.56% | No change | 15,040 | $1.4M |
| First Growth Capital LLC | 0.99% | Add +19.9% | 14,164 | $1.3M |
| Fjell Capital, LLC | 0.89% | Add +13.3% | 14,138 | $1.3M |
| Beacon Financial Advisory LLC | 0.25% | Add +3.9% | 13,971 | $1.3M |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -1.0% | 13,803 | $1.3M |
| Opus Financial Solutions LLC | 1.02% | Add +353.6% | 13,782 | $1.3M |
| Summit Financial, LLC | 0.01% | Add +192.3% | 13,766 | $1.3M |
| Northwest Financial Advisors | 0.17% | Add +95.4% | 13,692 | $1.3M |
| Ramiah Investment Group | 0.94% | Add +6.0% | 13,386 | $1.2M |
| Level Four Advisory Services, LLC | 0.03% | Reduce -16.4% | 13,364 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.6% | 13,349 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | New | 13,151 | $1.2M |
| Triad Wealth Partners, LLC | 0.07% | Add +4.9% | 13,290 | $1.2M |
| IHT Wealth Management, LLC | 0.02% | Add +52.4% | 12,616 | $1.2M |
| Rehmann Capital Advisory Group | 0.05% | Add +27.3% | 12,542 | $1.2M |
| Westside Investment Management, Inc. | 0.15% | Reduce -12.6% | 12,516 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +5.0% | 12,462 | $1.1M |
| Betterment LLC | 0.00% | Add +27.1% | 12,453 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.11% | No change | 12,370 | $1.1M |
| MFA Wealth Services | 0.67% | Add +0.8% | 12,148 | $1.1M |
| PKS Advisory Services, LLC | 0.18% | Reduce -0.1% | 12,137 | $1.1M |
| Strata Wealth Advisors, LLC | 0.27% | No change | 12,050 | $1.1M |
| Arrowroot Family Office, LLC | 0.31% | Reduce -14.8% | 11,742 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.43% | New | 11,492 | $1.1M |
| Consilium Wealth Advisory, LLC | 0.31% | No change | 11,450 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.39% | Add +2.5% | 11,214 | $1.0M |
| Aristides Capital LLC | 0.26% | Add +7.9% | 11,078 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Reduce -26.1% | 11,060 | $1.0M |
| Bellwether Advisors, LLC | 0.15% | New | 10,896 | $1.0M |
| Williams & Novak, LLC | 0.67% | Add +13.3% | 10,816 | $997K |
| HCR Wealth Advisors | 0.09% | Add +2.2% | 10,753 | $992K |
| Ameritas Advisory Services, LLC | 0.02% | Add +214.9% | 10,666 | $983K |
| Blair William & Co. | 0.00% | Add +823.4% | 10,167 | $937K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -0.9% | 10,156 | $936K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -0.7% | 10,147 | $936K |
| CFO4Life Group, LLC | 0.12% | Reduce -1.7% | 9,833 | $907K |
| Parallel Advisors, LLC | 0.01% | Reduce -26.7% | 9,766 | $901K |
| Appalachian Capital Management Ltd | 0.65% | Reduce -0.7% | 9,747 | $899K |
| Liberty Atlantic Advisors LLC | 0.64% | Reduce -3.7% | 9,577 | $883K |
| Acorn Wealth Advisors, LLC | 0.21% | New | 9,340 | $861K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 9,181 | $847K |
| Droms Strauss Advisors Inc. /Mo/ | 0.19% | Add +2.4% | 9,180 | $846K |
| Wedbush Securities Inc. | 0.02% | Add +36.6% | 9,109 | $840K |
| Lionshead Wealth Management, LLC | 0.53% | Reduce -1.3% | 8,920 | $823K |
| Fort Point Capital Partners LLC | 0.09% | Reduce -13.4% | 8,874 | $818K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.2% | 8,870 | $818K |
| PFG Investments, LLC | 0.03% | Reduce -14.2% | 8,745 | $806K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -3.0% | 8,382 | $773K |
| Beacon Financial Planning, Inc. | 0.26% | Reduce -33.4% | 8,349 | $770K |
| Summitpoint Capital Management | 0.83% | Reduce -23.4% | 8,335 | $769K |
| Synergy Investment Management, LLC | 0.18% | Add +36.1% | 8,285 | $764K |
| Fortitude Advisory Group L.L.C. | 0.29% | Add +100.8% | 8,252 | $761K |
| HBK Sorce Advisory LLC | 0.01% | No change | 8,293 | $754K |
| Bright Futures Wealth Management, LLC. | 0.48% | Add +1.0% | 8,098 | $747K |
| First Foundation Advisors | 0.03% | Reduce -0.7% | 8,040 | $741K |
| Leisure Capital Management | 0.23% | Add +13.6% | 7,997 | $737K |
| Tranquilli Financial Advisor LLC | 0.40% | Add +10.7% | 7,978 | $736K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -3.2% | 7,901 | $729K |
| Wealth Enhancement Trust Services, Inc. | 0.08% | Reduce -12.1% | 7,825 | $722K |
| Macroview Investment Management LLC | 0.45% | Add +2.3% | 7,804 | $720K |
| Nicolet Bankshares Inc. | 0.02% | No change | 7,769 | $716K |
| 1620 Investment Advisors, Inc. | 0.44% | Reduce -28.7% | 7,756 | $715K |
| Smith, Moore & Co. | 0.05% | Add +25.2% | 7,658 | $706K |
| Arbor Trust Wealth Advisors, LLC | 0.28% | Add +12.2% | 7,593 | $700K |
| Beacon Capital Management, LLC | 0.10% | Add +35.2% | 7,589 | $700K |
| Belpointe Asset Management LLC | 0.02% | New | 7,564 | $697K |
| Base Wealth Management LLC | 0.32% | No change | 7,548 | $696K |
| Capital Management Associates, Inc | 0.14% | New | 7,444 | $686K |
| Arax Advisory Partners | 0.00% | Add +530.2% | 7,386 | $681K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,203 | $664K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -11.0% | 7,116 | $656K |
| Ducere Wealth Management LLC | 0.20% | Add +0.3% | 7,043 | $649K |
| American Trust | 0.05% | Reduce -0.2% | 6,909 | $637K |
| XY Planning Network, Inc. | 0.08% | Add +7.6% | 6,889 | $635K |
| VestGen Advisors, LLC | 0.02% | Add +24.1% | 6,805 | $627K |
| Harmony Asset Management LLC | 0.17% | Reduce -8.1% | 6,757 | $623K |
| Rockefeller Capital Management L.P. | 0.00% | Add +125.6% | 6,716 | $619K |
| FSA Investment Group, LLC | 0.20% | Reduce -7.6% | 6,696 | $617K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.9% | 6,669 | $615K |
| World Investment Advisors | 0.01% | Reduce -13.8% | 6,653 | $614K |
| Duncan Williams Asset Management, LLC | 0.14% | No change | 6,595 | $608K |
| COFG Advisors, LLC | 0.10% | New | 6,526 | $602K |
| Medallion Wealth Advisors, LLC | 0.19% | Add +12.9% | 6,503 | $600K |
| Insigneo Advisory Services, LLC | 0.02% | Add +12.4% | 6,188 | $571K |
| Asset Management Group, Inc. | 0.08% | Reduce -5.2% | 6,037 | $557K |
| Summit Investment Advisory Services, LLC | 0.14% | Add +10.0% | 5,988 | $552K |
| Richards, Merrill & Peterson, Inc. | 0.17% | Reduce -0.6% | 5,916 | $546K |
| Procyon Advisors, LLC | 0.02% | Add +4.9% | 5,910 | $545K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.1% | 5,793 | $534K |
| Decker Retirement Planning Inc. | 0.18% | Add +4.2% | 5,752 | $530K |
| Winthrop Advisory Group LLC | 0.04% | Add +28.1% | 5,706 | $526K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.25% | Add +1.3% | 5,695 | $525K |
| L.K. Benson & Company, P.C. | 0.16% | Reduce -0.4% | 5,687 | $524K |
| LiftPoint Family Wealth Advisors LLC | 0.36% | Add +7.3% | 5,683 | $524K |
| Thrive Capital Management, LLC | 0.10% | Reduce -3.2% | 5,676 | $523K |
| Triumph Capital Management | 0.09% | Add +12.9% | 5,660 | $522K |
| Park Avenue Securities LLC | 0.00% | Add +26.0% | 5,609 | $517K |
| Sage Rhino Capital LLC | 0.08% | Add +7.0% | 5,603 | $517K |
| Brasada Capital Management, LP | 0.09% | Reduce -21.5% | 5,546 | $511K |
| Compass Financial Management LLC | 0.06% | — | 5,437 | $499K |
| Hilltop Wealth Advisors, LLC | 0.25% | New | 5,406 | $498K |
| Investment Advisory Group, LLC | 0.11% | No change | 5,308 | $489K |
| Westmount Partners, LLC | 0.11% | Reduce -0.2% | 5,280 | $487K |
| Mayfair Advisory Group, LLC | 0.14% | Reduce -0.9% | 5,297 | $480K |
| Focus Partners Wealth | 0.00% | Reduce -89.4% | 5,134 | $473K |
| MAI Capital Management | 0.00% | Add +36.1% | 5,089 | $469K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.8% | 5,079 | $468K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.1% | 5,076 | $468K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -1.9% | 5,062 | $467K |
| CIBC Asset Management Inc | 0.00% | No change | 5,030 | $464K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -33.9% | 4,982 | $459K |
| FSA Advisors, Inc. | 0.21% | Reduce -5.1% | 4,948 | $456K |
| ACT Advisors, LLC. | 0.15% | Reduce -28.1% | 4,891 | $451K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | Add +2.3% | 4,891 | $451K |
| United Advisor Group, LLC | 0.05% | Add +2.6% | 4,823 | $445K |
| Creative Financial Designs Inc. | 0.02% | Add +14.4% | 4,739 | $437K |
| Hobart Private Capital, LLC | 0.07% | New | 4,659 | $430K |
| Quotient Wealth Partners, LLC | 0.01% | Add +105.4% | 4,632 | $427K |
| Private Trust Co. NA | 0.03% | Add +15.1% | 4,551 | $420K |
| Huntington National Bank | 0.00% | No change | 4,545 | $419K |
| Prospera Financial Services Inc | 0.01% | New | 4,501 | $415K |
| MBL Wealth, LLC | 0.03% | Reduce -4.3% | 4,422 | $408K |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.9% | 4,404 | $406K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -17.8% | 4,366 | $403K |
| Bessemer Group Inc. | 0.00% | No change | 4,200 | $387K |
| Keybank National Association | 0.00% | Add +7.9% | 4,097 | $378K |
| Rothschild Investment LLC | 0.01% | No change | 4,050 | $373K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,046 | $373K |
| Wealthspire Retirement, LLC | 0.02% | No change | 3,971 | $366K |
| Eq LLC | 0.09% | Add +8.9% | 3,791 | $350K |
| Financial Planning Hawaii, Inc. | 0.19% | Add +36.2% | 3,765 | $347K |
| Sigma Planning Corp | 0.01% | Reduce -93.5% | 3,728 | $344K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +32.4% | 3,727 | $344K |
| Astoria Portfolio Advisors LLC. | 0.06% | New | 3,722 | $343K |
| Rose Capital Advisors LLC | 0.18% | — | 3,629 | $335K |
| Baker Ellis Asset Management LLC | 0.03% | New | 3,600 | $332K |
| J. Derek Lewis & Associates Inc. | 0.06% | Reduce -1.7% | 3,525 | $325K |
| Mather Group, Llc. | 0.00% | Reduce -2.0% | 3,521 | $325K |
| Founders Financial Securities LLC | 0.02% | Add +1.3% | 3,480 | $321K |
| ADG Wealth Management Group, LLC | 0.20% | Reduce -25.8% | 3,477 | $321K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Reduce -4.3% | 3,448 | $318K |
| Keystone Wealth Services, LLC | 0.06% | No change | 3,412 | $315K |
| Widmann Financial Services, Inc. | 0.17% | No change | 3,380 | $312K |
| Apella Capital, LLC | 0.00% | Add +0.5% | 3,305 | $302K |
| Centaurus Financial, Inc. | 0.01% | Add +22.4% | 3,256 | $300K |
| Cary Street Partners Financial LLC | 0.01% | Add +5.5% | 3,243 | $299K |
| Avaii Wealth Management, LLC | 0.09% | Add +9.5% | 3,228 | $298K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 3,194 | $295K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 3,193 | $294K |
| Wealth Watch Advisors, INC | 0.09% | Reduce -8.7% | 3,162 | $292K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +9.7% | 3,111 | $287K |
| Artemis Wealth Advisors, LLC | 0.03% | Add +1.3% | 3,105 | $286K |
| Main Street Financial Solutions, LLC | 0.02% | New | 3,051 | $281K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +1.3% | 3,001 | $277K |
| XTX Topco Ltd | 0.00% | New | 3,000 | $277K |
| Focused Wealth Management, Inc | 0.02% | Add +0.7% | 2,929 | $270K |
| BCR Wealth Strategies, LLC | 0.07% | No change | 2,893 | $266K |
| Choreo, LLC | 0.00% | New | 2,863 | $264K |
| McAdam, LLC | 0.01% | New | 2,840 | $262K |
| Endowment Wealth Management, Inc. | 0.10% | Add +6.1% | 2,840 | $262K |
| Legacy Edge Advisors, LLC | 0.02% | Reduce -0.2% | 2,837 | $262K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +5.1% | 2,824 | $260K |
| Ameriflex Group, Inc. | 0.11% | Add +6.9% | 2,805 | $259K |
| Milestones Private Investment Advisors LLC | 0.20% | No change | 2,783 | $257K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -0.6% | 2,770 | $255K |
| Stonebridge Financial Planning Group, LLC | 0.08% | No change | 2,741 | $253K |
| Stevens Capital Partners | 0.05% | New | 2,712 | $250K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -21.8% | 2,646 | $244K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1719.3% | 2,547 | $235K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,546 | $235K |
| OneAscent Wealth Management LLC | 0.07% | Reduce -54.1% | 2,533 | $234K |
| Bison Wealth, LLC | 0.02% | No change | 2,515 | $231K |
| PCM Encore, LLC | 0.04% | New | 2,502 | $231K |
| StoneX Group Inc. | 0.01% | Reduce -6.6% | 2,475 | $229K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -31.8% | 2,460 | $227K |
| IMA Advisory Services, Inc. | 0.01% | New | 2,425 | $224K |
| Lantern Wealth Advisors, LLC | 0.10% | Add +7.5% | 2,388 | $220K |
| Vermillion Wealth Management, Inc. | 0.05% | Reduce -3.8% | 2,359 | $218K |
| Calton & Associates, Inc. | 0.03% | Reduce -25.0% | 2,317 | $214K |
| Legacy Capital Wealth Partners, LLC | 0.04% | Reduce -3.4% | 2,309 | $213K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,300 | $212K |
| Allen Capital Group, LLC | 0.02% | Reduce -1.2% | 2,238 | $206K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Reduce -13.5% | 2,227 | $205K |
| Round Rock Advisors LLC | 0.03% | No change | 2,223 | $205K |
| Hershey Financial Advisers, LLC | 0.15% | Reduce -9.9% | 2,217 | $204K |
| Howard Wealth Management, LLC | 0.08% | New | 2,208 | $204K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | New | 2,206 | $203K |
| Legacy Advisory Services, LLC | 0.14% | Reduce -43.5% | 2,200 | $203K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -4.5% | 2,100 | $194K |
| Key Financial Inc | 0.03% | New | 2,091 | $193K |
| Wagner Wealth Management, LLC | 0.04% | No change | 2,066 | $191K |
| Signature Equity Partners, LLC | 0.09% | Reduce -28.0% | 2,034 | $188K |
| Assetmark, Inc. | 0.00% | Add +102.5% | 1,938 | $179K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,912 | $176K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,645 | $152K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 1,476 | $136K |
| Arlington Trust Co LLC | 0.01% | New | 1,381 | $127K |
| Your Advocates Ltd., LLP | 0.03% | Reduce -45.4% | 1,220 | $113K |
| US Bancorp \de | 0.00% | Reduce -12.5% | 1,179 | $109K |
| Colonial Trust Co / SC | 0.01% | No change | 1,100 | $102K |
| CX Institutional | 0.00% | New | 1,081 | $100K |
| Lodestone Wealth Management LLC | 0.03% | Add +0.9% | 1,054 | $97K |
| Security National Bank | 0.01% | No change | 1,013 | $93K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.5% | 1,008 | $93K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +5.2% | 1,006 | $93K |
| Fiduciary Financial Advisors | 0.01% | New | 981 | $90K |
| Smartleaf Asset Management LLC | 0.00% | No change | 917 | $85K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 839 | $77K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -3.4% | 828 | $76K |
| Oakmont Advisory Group, LLC | 0.06% | New | 812 | $75K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.3% | 809 | $75K |
| Trust Co. of Vermont | 0.00% | — | 780 | $72K |
| Redwood Park Advisors LLC | 0.05% | Reduce -5.4% | 774 | $71K |
| SYM FINANCIAL Corp | 0.01% | Add +60.0% | 739 | $68K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -43.1% | 732 | $67K |
| AlphaCore Capital LLC | 0.00% | Add +133.1% | 711 | $66K |
| Evolution Wealth Management Inc. | 0.04% | Add +6.7% | 657 | $61K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.1% | 641 | $59K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 632 | $58K |
| Allianz Asset Management GmbH | 0.00% | Add +55.2% | 610 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 582 | $54K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 573 | $53K |
| Register Financial Advisors LLC | 0.01% | Add +0.6% | 516 | $48K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $46K |
| International Assets Investment Management, LLC | 0.00% | Add +359.6% | 501 | $46K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.7% | 450 | $41K |
| Ancora Advisors LLC | 0.00% | Reduce -27.4% | 437 | $40K |
| Avion Wealth | 0.01% | No change | 428 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 380 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +0.3% | 380 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 333 | $31K |
| Independence Bank of Kentucky | 0.00% | No change | 325 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | New | 295 | $27K |
| Spire Wealth Management | 0.00% | Add +1182.6% | 295 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 276 | $25K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 249 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 246 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 246 | $23K |
| Kingdom Financial Group LLC. | 0.01% | New | 242 | $22K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 239 | $22K |
| Harborfront Financial Group LLC | 0.08% | — | 229 | $21K |
| First Bancorp, Inc | 0.01% | New | 225 | $21K |
| Southern Michigan Bank & Trust | 0.01% | No change | 225 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 220 | $20K |
| Archer Investment Corp | 0.00% | New | 206 | $19K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 200 | $18K |
| FMR LLC | 0.00% | No change | 198 | $18K |
| Bullock Wealth Management Group | 0.01% | Add +11.3% | 177 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 164 | $15K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -5.1% | 131 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 126 | $12K |
| Kroeger Financial Partners | 0.01% | — | 128 | $12K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.3% | 107 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 88 | $8K |
| NBH Bank | 0.00% | — | 86 | $8K |
| Networth Advisors, LLC | 0.00% | New | 81 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | New | 72 | $7K |
| Key Capital Management, INC | 0.00% | Add +590.0% | 69 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 52 | $5K |
| Eastern Bank | 0.00% | No change | 50 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 38 | $4K |
| Caldwell Trust Co | 0.00% | No change | 34 | $3K |
| GS Investments, Inc. | 0.00% | No change | 26 | $2K |
| Bfsg, LLC | 0.00% | No change | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $922 |
| Blueline Advisors LLC | 0.00% | No change | 8 | $738 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $738 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 6 | $556 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $322 |
| 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.