PIMCO Enhanced Short MaturitMINTETF
13F holders, Q1 2024 (March 31)626holders
3famous investors
$100.54avg. 13F price*
At the end of Q1 2024, 626 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($1.8B), Wells Fargo & Company ($880.7M) and Morgan Stanley ($812.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- PIMCO Enhanced Short Maturit
- CUSIP
- 72201R833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $55.0M |
| Exits | 76 | $96.6M |
Ownership 626 holders
| JPMorgan Chase & Co. | 0.16% | Add +50.5% | 17,418,752 | $1.8B |
| Wells Fargo & Company | 0.23% | Add +6.2% | 8,759,712 | $880.7M |
| Morgan Stanley | 0.07% | Add +4.8% | 8,081,140 | $812.5M |
| Assetmark, Inc. | 1.79% | Add +12.6% | 5,490,920 | $552.1M |
| HB Wealth Management, LLC | 3.38% | Add +10.8% | 2,674,069 | $268.9M |
| Allianz Asset Management GmbH | 0.40% | Add +14.8% | 2,376,879 | $239.0M |
| Cwm, LLC | 0.94% | Reduce -7.1% | 1,925,635 | $193.6M |
| LPL Financial LLC | 0.10% | Add +21.3% | 1,905,027 | $191.5M |
| UBS Group AG | 0.06% | Reduce -10.3% | 1,896,186 | $190.6M |
| State of Tennessee, Department of Treasury | 0.36% | Add +175.1% | 960,700 | $96.6M |
| Bank of America Corp. | 0.01% | Reduce -28.5% | 861,179 | $86.6M |
| Johnson Financial Group, LLC | 10.08% | Reduce -26.6% | 794,500 | $79.9M |
| Renaissance Technologies | 0.12% | No change | 777,600 | $78.2M |
| Focus Partners Wealth | 0.57% | Add +108.0% | 696,394 | $70.0M |
| Mason Investment Advisory Services, Inc. | 4.77% | Reduce -2.5% | 685,811 | $69.0M |
| JFG Wealth Management, LLC | 17.84% | Reduce -4.4% | 661,760 | $66.5M |
| Royal Bank of Canada | 0.02% | Reduce -4.4% | 637,081 | $64.1M |
| Keybank National Association | 0.26% | Add +0.2% | 627,654 | $63.1M |
| Osaic Holdings, Inc. | 0.14% | Reduce -27.9% | 623,275 | $62.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +41.5% | 528,400 | $53.1M |
| Mariner, LLC | 0.11% | Add +15.8% | 516,263 | $51.9M |
| Family Manage LLC | 9.44% | Add +25.7% | 507,728 | $51.0M |
| Merit Financial Group, LLC | 1.11% | Add +7.3% | 466,054 | $46.7M |
| Truist Financial Corp. | 0.06% | Add +36.7% | 404,833 | $40.7M |
| TD Capital Management LLC | 4.25% | Reduce -6.4% | 396,727 | $39.9M |
| Flaharty Asset Management, LLC | 5.65% | Reduce -0.9% | 378,774 | $38.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -11.0% | 359,611 | $36.2M |
| AE Wealth Management LLC | 0.41% | Reduce -7.1% | 357,868 | $36.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.8% | 341,348 | $34.3M |
| Stifel Financial Corp. | 0.04% | Add +1.7% | 335,477 | $33.7M |
| Cerity Partners LLC | 0.09% | Add +4.4% | 330,965 | $33.3M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.3% | 291,390 | $29.3M |
| Creative Planning | 0.03% | Reduce -5.5% | 277,241 | $27.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.7% | 260,792 | $26.2M |
| Destination Wealth Management | 0.86% | Add +2.6% | 258,317 | $26.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +4.3% | 252,994 | $25.4M |
| Brookstone Capital Management | 0.45% | Reduce -6.0% | 250,839 | $25.2M |
| Mason Street Advisors, LLC | 4.15% | No change | 245,500 | $24.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -2.4% | 232,458 | $23.4M |
| Leelyn Smith, LLC | 4.64% | Add +8.4% | 230,382 | $23.2M |
| Waverly Advisors, LLC | 0.52% | Reduce -26.3% | 220,404 | $22.2M |
| Advisor OS, LLC | 2.40% | Reduce -62.8% | 207,832 | $20.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.54% | Reduce -2.8% | 190,543 | $19.2M |
| MML Investors Services, LLC | 0.08% | Reduce -1.1% | 189,754 | $19.1M |
| Bramshill Investments, LLC | 2.19% | Add +20.5% | 185,236 | $18.6M |
| Citigroup Inc. | 0.02% | Reduce -5.7% | 184,300 | $18.5M |
| Clark Capital Management Group, Inc. | 0.13% | New | 179,554 | $18.1M |
| Whittier Trust Co. | 0.26% | Reduce -12.0% | 173,987 | $17.5M |
| MJP Associates Inc. | 3.64% | Reduce -63.7% | 166,383 | $16.7M |
| National Bank of Canada | 0.03% | Add +41.5% | 163,877 | $16.4M |
| Kwmg, LLC | 1.76% | Add +3.7% | 159,633 | $16.0M |
| Howland Capital Management LLC | 0.75% | Reduce -8.9% | 154,097 | $15.5M |
| Virtue Capital Management, LLC | 2.76% | New | 152,907 | $15.3M |
| Beacon Investment Advisory Services, Inc. | 0.66% | Reduce -2.7% | 151,448 | $15.2M |
| Raymond James & Associates | 0.01% | Add +23.0% | 150,655 | $15.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.2% | 143,681 | $14.4M |
| Atlantic Edge Private Wealth Management, LLC | 4.94% | Add +6.9% | 142,735 | $14.4M |
| Kingfisher Capital LLC | 3.17% | Reduce -0.7% | 129,926 | $13.1M |
| Comerica Bank | 0.06% | Add +6.4% | 128,612 | $12.9M |
| Mercer Global Advisors Inc. | 0.04% | Add +78.8% | 127,771 | $12.8M |
| Kathmere Capital Management, LLC | 1.44% | Reduce -6.6% | 124,965 | $12.6M |
| Cetera Investment Advisers | 0.03% | Add +197.2% | 124,728 | $12.5M |
| Cornerstone Wealth Management, LLC | 0.97% | Add +6.7% | 118,612 | $11.9M |
| Old Mission Capital LLC | 0.27% | Add +1021.7% | 111,377 | $11.2M |
| Krilogy Financial LLC | 0.85% | Add +97.4% | 110,162 | $11.1M |
| Providence First Trust Co | 4.78% | Reduce -10.0% | 109,761 | $11.0M |
| Dynamic Advisor Solutions LLC | 0.36% | Reduce -14.8% | 106,124 | $10.7M |
| Values First Advisors, Inc. | 6.22% | Add +2.3% | 105,596 | $10.6M |
| Peapack Gladstone Financial Corp. | 0.17% | Reduce -9.1% | 105,515 | $10.6M |
| Evergreen Capital Management LLC | 0.40% | Reduce -3.6% | 105,356 | $10.6M |
| Avion Wealth | 2.84% | Reduce -4.1% | 105,288 | $10.6M |
| Nicholas Hoffman & Company, LLC. | 0.53% | Add +31.8% | 104,493 | $10.5M |
| Private Advisor Group, LLC | 0.07% | Add +12.2% | 101,861 | $10.2M |
| Procyon Advisors, LLC | 0.79% | Add +39.0% | 101,260 | $10.2M |
| Montag A & Associates Inc. | 0.50% | Reduce -15.9% | 100,068 | $10.1M |
| Essex Financial Services, Inc. | 0.91% | Add +2.4% | 97,837 | $9.8M |
| Stokes Capital Advisors, LLC | 2.72% | Add +3.2% | 92,873 | $9.3M |
| Lowe Wealth Advisors, LLC | 4.18% | Reduce -1.6% | 89,256 | $9.0M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +26.0% | 87,916 | $8.8M |
| Roof Eidam Maycock Peralta, LLC | 2.38% | Add +12.3% | 86,211 | $8.7M |
| Citadel Advisors | 0.01% | Add +181.7% | 82,608 | $8.3M |
| Millennium Management | 0.01% | Reduce -21.3% | 82,557 | $8.3M |
| YHB Investment Advisors, Inc. | 0.73% | Add +9.7% | 81,899 | $8.2M |
| Center For Asset Management LLC | 6.73% | Add +16.3% | 81,777 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -1.9% | 79,196 | $8.0M |
| Sage Rhino Capital LLC | 1.86% | Add +8.7% | 78,214 | $7.9M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -11.8% | 75,165 | $7.6M |
| Goodman Advisory Group, LLC | 2.34% | Add +3.9% | 73,345 | $7.4M |
| Sowell Financial Services LLC | 0.34% | Add +14.1% | 71,515 | $7.2M |
| Stonebridge Financial Planning Group, LLC | 3.69% | Reduce -16.4% | 69,494 | $7.0M |
| D.A. Davidson & Co. | 0.06% | No change | 68,765 | $6.9M |
| Halbert Hargrove Global Advisors, LLC | 0.45% | Reduce -60.5% | 67,503 | $6.8M |
| Advocacy Wealth Management, LLC | 0.58% | Reduce -12.8% | 66,680 | $6.7M |
| Compass Financial Group, Inc. | 3.56% | Reduce -0.1% | 66,511 | $6.7M |
| First Heartland Consultants, Inc. | 0.68% | Add +23.5% | 65,057 | $6.5M |
| Anchor Capital Advisors LLC | 0.17% | Reduce -3.8% | 63,735 | $6.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +45.6% | 62,496 | $6.3M |
| WealthPLAN Partners, LLC | 0.63% | Reduce -0.1% | 60,719 | $6.1M |
| WestHill Financial Advisors, Inc. | 1.50% | Add +4.6% | 60,647 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -63.3% | 60,244 | $6.1M |
| Foundations Investment Advisors, LLC | 0.16% | Add +885.8% | 59,867 | $6.0M |
| Jmac Enterprises LLC | 1.11% | Add +26.2% | 59,323 | $6.0M |
| Parsons Capital Management Inc. | 0.41% | Add +1.1% | 59,189 | $6.0M |
| OneDigital Investment Advisors LLC | 0.09% | Add +2.9% | 59,181 | $6.0M |
| Precision Wealth Strategies, LLC | 5.56% | Reduce -21.7% | 58,525 | $5.9M |
| Afg Fiduciary Services Limited Partnership | 4.35% | Add +2263.3% | 58,611 | $5.9M |
| First Trust Advisors LP | 0.01% | Add +4.7% | 58,444 | $5.9M |
| Camelot Portfolios, LLC | 5.68% | Reduce -57.5% | 57,760 | $5.8M |
| Auour Investments LLC | 2.14% | Add +21.6% | 57,574 | $5.8M |
| PFW Advisors LLC | 1.76% | Add +1.7% | 57,315 | $5.8M |
| RiverTree Advisors, LLC | 3.82% | Reduce -0.9% | 56,628 | $5.7M |
| Uncommon Cents Investing LLC | 1.69% | Add +0.3% | 54,858 | $5.5M |
| Treynor Bancshares, Inc. | 3.20% | Add +1.1% | 54,849 | $5.5M |
| CreativeOne Wealth, LLC | 0.22% | Add +138.2% | 54,559 | $5.5M |
| Econ Financial Services Corp | 3.37% | New | 53,919 | $5.4M |
| Westside Investment Management, Inc. | 1.29% | Add +3.5% | 53,602 | $5.4M |
| Leavell Investment Management, Inc. | 0.31% | Reduce -0.8% | 53,565 | $5.4M |
| Cibc World Market Inc. | 0.01% | Reduce -3.7% | 52,845 | $5.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.13% | Add +45.9% | 52,693 | $5.3M |
| Bridge Advisory, LLC | 2.60% | Add +2088.7% | 52,046 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 49,133 | $4.9M |
| SOL Capital Management CO | 0.62% | Reduce -16.8% | 49,061 | $4.9M |
| TFB Advisors LLC | 1.78% | Add +13.5% | 49,091 | $4.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1198.4% | 48,690 | $4.9M |
| ETF Store, Inc. | 2.74% | Add +11.6% | 47,733 | $4.8M |
| Choreo, LLC | 0.12% | Reduce -35.8% | 47,640 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Reduce -3.2% | 45,956 | $4.6M |
| Capital Advisors, Ltd. LLC | 0.60% | Add +1.3% | 45,578 | $4.6M |
| Scotia Capital Inc. | 0.03% | Reduce -9.3% | 44,023 | $4.4M |
| BHK Investment Advisors, LLC | 1.69% | Add +89.0% | 43,847 | $4.4M |
| Advocate Group LLC | 0.87% | Reduce -0.4% | 43,727 | $4.4M |
| Captrust Financial Advisors | 0.02% | Reduce -94.8% | 43,590 | $4.4M |
| Private Capital Management LLC | 0.96% | Reduce -1.2% | 43,565 | $4.4M |
| Arcadia Investment Management Corp. | 0.76% | Add +107.1% | 42,758 | $4.3M |
| Synovus Financial Corp. | 0.06% | Add +21.2% | 42,549 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.1% | 41,976 | $4.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -27.4% | 41,853 | $4.2M |
| Coppell Advisory Solutions Corp. | 0.78% | — | 41,306 | $4.2M |
| Soltis Investment Advisors LLC | 0.46% | Reduce -5.3% | 41,289 | $4.2M |
| Cim, LLC | 0.62% | Add +5.0% | 40,875 | $4.1M |
| NewEdge Advisors, LLC | 0.04% | Add +3.6% | 40,824 | $4.1M |
| Equitable Holdings, Inc. | 0.05% | Add +22.5% | 40,362 | $4.1M |
| SVB Wealth LLC | 0.09% | Reduce -3.9% | 40,356 | $4.1M |
| Trek Financial, LLC | 0.32% | Add +111.0% | 40,224 | $4.0M |
| SFG Wealth Management, LLC. | 2.38% | Add +171.3% | 39,939 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.46% | Reduce -61.6% | 39,578 | $4.0M |
| SkyOak Wealth, LLC | 0.94% | Add +1.5% | 38,920 | $3.9M |
| Oceanside Advisors LLC | 3.14% | Add +1.5% | 37,720 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -17.6% | 37,563 | $3.8M |
| Visionary Wealth Advisors | 0.25% | Add +43.9% | 37,337 | $3.8M |
| Global Retirement Partners, LLC | 0.14% | Add +46.3% | 37,197 | $3.7M |
| Wedbush Securities Inc. | 0.14% | Reduce -20.6% | 36,363 | $3.7M |
| Mgo One Seven LLC | 0.19% | Reduce -3.6% | 36,148 | $3.6M |
| Chicago Partners Investment Group LLC | 0.15% | Add +3.5% | 35,177 | $3.5M |
| Cottage Street Advisors LLC | 2.10% | Reduce -8.9% | 34,656 | $3.5M |
| Debussy Capital Management LP | 1.01% | Reduce -24.9% | 34,463 | $3.5M |
| PAX Financial Group, LLC | 0.69% | Add +20.9% | 34,084 | $3.4M |
| IFP Advisors, Inc | 0.15% | Reduce -24.8% | 34,068 | $3.4M |
| Cobblestone Capital Advisors LLC | 0.21% | Reduce -18.2% | 33,901 | $3.4M |
| Altfest L J & Co. Inc. | 0.48% | Reduce -5.2% | 33,889 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -1.0% | 33,334 | $3.4M |
| Arkadios Wealth Advisors | 0.26% | Add +3.3% | 33,161 | $3.3M |
| Harbour Investments, Inc. | 0.12% | Add +33.4% | 32,963 | $3.3M |
| American Institute for Advanced Investment Management, LLP | 2.61% | Reduce -3.8% | 32,824 | $3.3M |
| Clear Point Advisors Inc. | 2.66% | Add +89358.3% | 32,205 | $3.2M |
| Centaurus Financial, Inc. | 0.23% | Add +64.4% | 32,183 | $3.2M |
| Rain Capital Management, LLC | 2.16% | Add +0.4% | 32,056 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -34.9% | 31,891 | $3.2M |
| Intergy Private Wealth, LLC | 1.28% | Reduce -9.4% | 31,028 | $3.1M |
| Ameritas Advisory Services, LLC | 0.13% | Add +36.6% | 30,981 | $3.1M |
| Birch Capital Management, LLC | 1.61% | Add +109.7% | 30,884 | $3.1M |
| Financial Advocates Investment Management | 0.18% | Add +21.8% | 30,672 | $3.1M |
| StoneX Group Inc. | 0.28% | Add +3.7% | 30,512 | $3.1M |
| Independent Financial Group, LLC | 0.14% | Add +7.4% | 30,360 | $3.1M |
| MinichMacGregor Wealth Management, LLC | 0.78% | Add +19.7% | 30,442 | $3.0M |
| Arete Wealth Advisors, LLC | 0.28% | Add +21.0% | 30,053 | $3.0M |
| Strategic Investment Advisors / MI | 0.39% | Add +25.4% | 29,857 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +133.9% | 29,780 | $3.0M |
| Hedeker Wealth, LLC | 0.86% | Add +1.5% | 29,638 | $3.0M |
| Aptus Capital Advisors, LLC | 0.06% | Add +1660.2% | 29,396 | $3.0M |
| Jacobi Capital Management LLC | 0.27% | Add +44.0% | 29,319 | $2.9M |
| Capital Management Associates, Inc | 2.08% | Add +5.8% | 28,101 | $2.8M |
| Spire Wealth Management | 0.05% | Reduce -19.5% | 27,899 | $2.8M |
| Sage Capital Management, LLC | 1.50% | Add +35.0% | 27,574 | $2.8M |
| Muirfield Wealth Advisors LLC | 2.64% | Add +2.6% | 27,260 | $2.7M |
| Apollon Wealth Management, LLC | 0.09% | Add +41.5% | 27,067 | $2.7M |
| Financial Guidance Group, Inc. | 1.73% | Add +0.9% | 26,440 | $2.7M |
| Csenge Advisory Group | 0.14% | Add +13.0% | 25,696 | $2.6M |
| Williams & Novak, LLC | 2.89% | No change | 25,522 | $2.5M |
| Peregrine Asset Advisers, Inc. | 1.01% | Reduce -1.9% | 25,226 | $2.5M |
| Compound Planning, Inc. | 0.23% | Add +33.9% | 25,136 | $2.5M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -80.6% | 25,008 | $2.5M |
| Milestone Asset Management, LLC | 0.71% | Add +235.6% | 24,667 | $2.5M |
| SouthState Bank Corp | 0.19% | Reduce -7.7% | 24,642 | $2.5M |
| Klaas Financial Asset Advisors, LLC | 0.49% | Reduce -4.9% | 24,511 | $2.5M |
| Lido Advisors, LLC | 0.02% | Reduce -6.2% | 24,466 | $2.5M |
| NavPoint Financial, Inc. | 2.11% | Reduce -6.4% | 24,194 | $2.4M |
| Baron Wealth Management LLC | 1.28% | Reduce -11.8% | 24,042 | $2.4M |
| Somerset Group LLC | 2.26% | Reduce -32.2% | 23,990 | $2.4M |
| Three Bridge Wealth Advisors, LLC | 0.95% | Reduce -14.9% | 23,963 | $2.4M |
| Fiduciary Trust Co | 0.04% | Reduce -2.0% | 23,910 | $2.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +16.8% | 23,718 | $2.4M |
| Signet Financial Management, LLC | 0.33% | Reduce -3.4% | 23,572 | $2.4M |
| Bank of Montreal | 0.00% | Add +4.7% | 23,475 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Reduce -1.1% | 23,429 | $2.4M |
| Smithfield Trust Co | 0.12% | Add +6.7% | 23,399 | $2.4M |
| Wealthspire Retirement, LLC | 0.20% | Add +19.1% | 23,216 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +100.6% | 23,126 | $2.3M |
| Aviance Capital Partners, LLC | 0.34% | Reduce -3.3% | 23,054 | $2.3M |
| Crabel Capital Management, LLC | 1.99% | Add +0.5% | 22,726 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.1% | 22,708 | $2.3M |
| Delta Financial Group, Inc. | 0.66% | Reduce -5.0% | 22,317 | $2.2M |
| Financial Strategies Group, Inc. | 0.60% | Reduce -2.5% | 22,233 | $2.2M |
| Cedar Brook Financial Partners, LLC | 0.44% | Add +12.5% | 22,113 | $2.2M |
| Brown, Lisle/Cummings, Inc. | 0.74% | Reduce -4.6% | 21,626 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -1.3% | 21,294 | $2.1M |
| HCR Wealth Advisors | 0.32% | Reduce -1.6% | 21,214 | $2.1M |
| WJ Interests, LLC | 1.12% | Reduce -12.5% | 21,032 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -41.7% | 20,876 | $2.1M |
| Benchmark Wealth Management, LLC | 1.14% | Reduce -27.4% | 20,793 | $2.1M |
| Sachetta, LLC | 0.99% | No change | 20,877 | $2.1M |
| Avid Wealth Partners LLC | 1.66% | Reduce -36.1% | 20,518 | $2.1M |
| Klingman & Associates, LLC | 0.15% | No change | 20,500 | $2.1M |
| Cedar Mountain Advisors, LLC | 0.52% | Add +1.9% | 20,478 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -14.6% | 20,033 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.34% | Reduce -0.5% | 19,930 | $2.0M |
| GeoWealth Management, LLC | 0.08% | Add +2.6% | 19,607 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.7% | 19,240 | $1.9M |
| Regal Investment Advisors LLC | 0.13% | Add +1.3% | 18,838 | $1.9M |
| Elevated Capital Advisors, LLC | 0.53% | Add +5.7% | 18,563 | $1.9M |
| Staley Capital Advisers Inc. | 0.09% | No change | 18,415 | $1.9M |
| Scarborough Advisors, LLC | 0.85% | Add +0.9% | 18,218 | $1.8M |
| Eudaimonia Advisors LLC | 0.97% | Add +13.0% | 18,164 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | New | 18,123 | $1.8M |
| Eudaimonia Partners, LLC | 0.43% | Add +19.7% | 18,119 | $1.8M |
| Good Life Advisors, LLC | 0.16% | Reduce -1.1% | 18,032 | $1.8M |
| Levy Wealth Management Group, LLC | 0.50% | No change | 17,764 | $1.8M |
| WESCAP Management Group, Inc. | 0.49% | Reduce -1.1% | 16,987 | $1.7M |
| Financial Enhancement Group LLC | 0.28% | Add +0.2% | 16,971 | $1.7M |
| Proffitt & Goodson Inc. | 0.30% | Reduce -5.0% | 16,853 | $1.7M |
| Rehmann Capital Advisory Group | 0.13% | Add +21.9% | 16,844 | $1.7M |
| Rollins Financial Advisors, LLC | 0.31% | Add +15.3% | 16,478 | $1.7M |
| Castleview Partners, LLC | 0.92% | Reduce -9.3% | 16,417 | $1.7M |
| WCG Wealth Advisors LLC | 0.14% | Add +1.3% | 16,298 | $1.6M |
| Shepherd Financial Partners LLC | 0.21% | Reduce -9.3% | 16,116 | $1.6M |
| Savant Capital, LLC | 0.02% | Reduce -22.7% | 16,072 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 16,052 | $1.6M |
| Blair William & Co. | 0.01% | Reduce -5.8% | 15,929 | $1.6M |
| Snider Financial Group | 0.67% | Reduce -74.6% | 15,881 | $1.6M |
| Tradewinds Capital Management, LLC | 0.44% | No change | 15,828 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -3.7% | 15,513 | $1.6M |
| Range Financial Group LLC | 0.80% | Add +2.1% | 15,328 | $1.5M |
| Kanawha Capital Management LLC | 0.12% | Reduce -3.9% | 15,298 | $1.5M |
| TMD Wealth Management, LLC | 0.35% | No change | 15,000 | $1.5M |
| Perigon Wealth Management, LLC | 0.05% | Add +20.6% | 14,791 | $1.5M |
| Sugarloaf Wealth Management, LLC | 0.31% | Reduce -0.5% | 14,672 | $1.5M |
| Shayne & Jacobs, LLC | 0.40% | Reduce -0.1% | 14,623 | $1.5M |
| Phoenix Wealth Advisors | 0.89% | Reduce -1.6% | 14,611 | $1.5M |
| Fiduciary Alliance LLC | 0.26% | Add +6.1% | 14,509 | $1.5M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.80% | Reduce -4.4% | 14,447 | $1.5M |
| Crown Wealth Group, LLC | 0.74% | Add +129.5% | 14,266 | $1.4M |
| Adams Wealth Management | 0.35% | Add +144.7% | 14,097 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -98.5% | 14,095 | $1.4M |
| Strait & Sound Wealth Management LLC | 0.79% | Reduce -2.2% | 14,104 | $1.4M |
| Montis Financial, LLC | 0.67% | Reduce -14.5% | 14,065 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +22.4% | 13,991 | $1.4M |
| Richard P Slaughter Associates Inc | 0.34% | Add +107.3% | 13,899 | $1.4M |
| Mosaic Financial Group, LLC | 1.11% | — | 13,763 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Add +25.7% | 13,527 | $1.4M |
| Townsquare Capital LLC | 0.02% | Reduce -25.0% | 13,491 | $1.4M |
| Almanack Investment Partners, LLC. | 0.23% | Add +3.4% | 13,445 | $1.4M |
| Mayfair Advisory Group, LLC | 0.97% | Reduce -9.5% | 13,309 | $1.3M |
| Aveo Capital Partners, LLC | 0.15% | Add +47.0% | 13,327 | $1.3M |
| Northern Trust Corp. | 0.00% | New | 13,269 | $1.3M |
| Mather Group, Llc. | 0.02% | Reduce -4.5% | 13,046 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +1.5% | 12,825 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.20% | Reduce -8.0% | 12,807 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +26.9% | 12,786 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +33.0% | 12,453 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +16.0% | 12,155 | $1.2M |
| Prestige Wealth Management Group LLC | 0.26% | Reduce -0.2% | 12,018 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +23.4% | 11,909 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.6% | 11,891 | $1.2M |
| MAS Advisors LLC | 1.35% | Add +10.4% | 11,666 | $1.2M |
| City Center Advisors, LLC | 1.36% | — | 11,474 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -1.5% | 11,451 | $1.2M |
| Fca Corp. | 0.37% | Reduce -11.3% | 11,431 | $1.1M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -8.3% | 11,328 | $1.1M |
| DeDora Capital, Inc. | 0.36% | Reduce -2.6% | 11,227 | $1.1M |
| Cutler Investment Counsel LLC | 0.15% | Add +34.3% | 11,212 | $1.1M |
| Prudential Financial Inc. | 0.00% | New | 11,148 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | Reduce -4.3% | 11,125 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 11,093 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +291.8% | 11,056 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.8% | 10,961 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.8% | 10,961 | $1.1M |
| Red Cedar Investment Management, LLC | 0.14% | No change | 10,843 | $1.1M |
| Financial Management Professionals, Inc. | 0.16% | Add +20.3% | 10,682 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.75% | No change | 10,643 | $1.1M |
| WealthPlan Investment Management, LLC | 0.16% | Add +6.7% | 10,617 | $1.1M |
| Regatta Capital Group, LLC | 0.24% | Add +127.5% | 10,589 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.68% | No change | 10,541 | $1.1M |
| Roble, Belko & Company, Inc | 0.18% | Reduce -32.2% | 10,532 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +114.3% | 10,496 | $1.1M |
| L & S Advisors Inc | 0.14% | Add +153.5% | 10,494 | $1.1M |
| Gratus Capital, LLC | 0.05% | Reduce -1.9% | 10,472 | $1.1M |
| Channel Wealth LLC | 0.42% | New | 10,436 | $1.0M |
| Austin Wealth Management, LLC | 0.26% | Reduce -0.2% | 10,424 | $1.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +686.9% | 10,332 | $1.0M |
| Macroview Investment Management LLC | 1.14% | Reduce -1.7% | 10,236 | $1.0M |
| Creative Capital Management Investments LLC | 0.53% | Reduce -15.1% | 10,235 | $1.0M |
| Omega Financial Group, LLC | 0.42% | Add +2.3% | 10,195 | $1.0M |
| Alera Investment Advisors, LLC | 0.14% | Reduce -0.1% | 10,135 | $1.0M |
| SteelPeak Wealth, LLC | 0.05% | New | 9,920 | $997K |
| John W. Brooker & Co., CPAs | 0.54% | Reduce -25.4% | 9,909 | $996K |
| Independent Wealth Network Inc. | 0.47% | Reduce -8.0% | 9,870 | $992K |
| Allianz Investment Management U.S. LLC | 0.06% | No change | 9,838 | $989K |
| Principal Securities, Inc. | 0.03% | Add +2618.5% | 9,678 | $973K |
| Mutual Advisors, LLC | 0.03% | Reduce -13.8% | 9,662 | $971K |
| Gries Financial LLC | 0.16% | Add +87.6% | 9,408 | $946K |
| LexAurum Advisors, LLC | 0.24% | Reduce -3.1% | 9,253 | $930K |
| Arbor Investment Advisors, LLC | 0.14% | Reduce -48.1% | 9,203 | $925K |
| Rosenberg Matthew Hamilton | 0.26% | Reduce -3.8% | 9,144 | $916K |
| Orange Investment Advisors, Inc. | 0.11% | Reduce -46.7% | 8,957 | $901K |
| Palumbo Wealth Management LLC | 0.40% | Reduce -13.6% | 8,896 | $894K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +338.8% | 8,841 | $889K |
| Heritage Wealth Advisors | 0.04% | Add +1.3% | 8,799 | $885K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.3% | 8,530 | $858K |
| Powell Investment Advisors, LLC | 0.45% | Reduce -19.2% | 8,516 | $856K |
| Franklin Resources Inc. | 0.00% | No change | 8,458 | $850K |
| Integrity Wealth Solutions LLC | 0.55% | Add +40.2% | 8,417 | $846K |
| CGC Financial Services, LLC | 0.44% | Reduce -2.9% | 8,398 | $844K |
| WealthCollab, LLC | 0.62% | Add +34.8% | 8,395 | $844K |
| SYM FINANCIAL Corp | 0.14% | Add +22.0% | 8,352 | $840K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.35% | Reduce -12.0% | 8,352 | $840K |
| Essential Planning, LLC. | 0.41% | Add +0.9% | 8,290 | $827K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.5% | 8,226 | $827K |
| Sard Wealth Management Group, LLC | 0.74% | Add +1.3% | 8,188 | $823K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -92.7% | 8,190 | $821K |
| Planned Solutions, Inc. | 0.40% | Reduce -5.0% | 8,163 | $821K |
| Focus Financial Network, Inc. | 0.04% | — | 8,171 | $820K |
| Ascent Group, LLC | 0.07% | Reduce -7.7% | 8,158 | $820K |
| Peak Asset Management, LLC | 0.16% | Reduce -0.3% | 7,910 | $795K |
| Rothschild Wealth LLC | 0.28% | — | 7,855 | $790K |
| Parallel Advisors, LLC | 0.02% | Add +10.3% | 7,820 | $786K |
| Two Sigma Securities, LLC | 0.04% | New | 7,814 | $786K |
| Lincoln National Corp. | 0.01% | Reduce -27.5% | 7,659 | $770K |
| Allworth Financial LP | 0.01% | Add +6430.2% | 7,575 | $762K |
| First Citizens Bank & Trust Co. | 0.01% | New | 7,572 | $761K |
| Anchor Investment Management, LLC | 0.08% | Reduce -4.3% | 7,450 | $749K |
| Citizens Financial Group Inc. | 0.03% | Add +1.3% | 7,443 | $748K |
| PFG Investments, LLC | 0.04% | Add +32.2% | 7,371 | $741K |
| Concorde Financial Corp | 0.66% | Add +12.6% | 7,210 | $725K |
| Lunt Capital Management, Inc. | 0.36% | No change | 7,205 | $724K |
| Rovin Capital /Ut/ | 0.29% | Add +38.9% | 7,158 | $720K |
| Means Investment Co., Inc. | 0.09% | Reduce -31.0% | 7,133 | $717K |
| Integrated Advisors Network LLC | 0.04% | Add +18.8% | 7,029 | $707K |
| Catalyst Private Wealth, LLC | 0.36% | No change | 6,900 | $694K |
| Modern Wealth Management, LLC | 0.06% | Reduce -25.1% | 6,769 | $681K |
| Ascension Capital Advisors, Inc. | 0.38% | Add +3.5% | 6,708 | $674K |
| Ade, LLC | 0.44% | Add +156.7% | 6,487 | $652K |
| Archer Investment Corp | 0.19% | Add +0.2% | 6,402 | $644K |
| Gibbs Wealth Management | 0.37% | — | 6,381 | $642K |
| Hexagon Capital Partners LLC | 0.14% | Reduce -17.6% | 6,378 | $641K |
| Prevail Innovative Wealth Advisors, LLC | 0.24% | Add +10.5% | 6,315 | $635K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.5% | 6,272 | $631K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -42.8% | 6,243 | $628K |
| Moors & Cabot, Inc. | 0.03% | Add +6.0% | 6,235 | $627K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -29.5% | 6,210 | $624K |
| Manchester Capital Management LLC | 0.08% | No change | 6,100 | $613K |
| Magnolia Capital Advisors LLC | 0.51% | New | 6,095 | $612K |
| Simmons Bank | 0.05% | Reduce -88.1% | 6,025 | $606K |
| Obermeyer Wealth Partners | 0.04% | Reduce -69.7% | 6,022 | $605K |
| Total Clarity Wealth Management, Inc. | 0.21% | Add +26.1% | 5,990 | $602K |
| Spinnaker Investment Group, LLC | 0.17% | No change | 5,975 | $601K |
| Keystone Financial Group | 0.09% | Add +164.3% | 5,929 | $596K |
| Castle Rock Wealth Management, LLC | 0.16% | Add +11.4% | 5,850 | $586K |
| Summit Asset Management, LLC | 0.07% | No change | 5,813 | $584K |
| Beese Fulmer Investment Management, Inc. | 0.05% | Reduce -0.9% | 5,771 | $580K |
| Ancora Advisors LLC | 0.01% | Reduce -5.7% | 5,714 | $575K |
| GYL Financial Synergies, LLC | 0.04% | Reduce -12.8% | 5,710 | $574K |
| Lionsbridge Wealth Management LLC | 0.44% | Reduce -86.1% | 5,709 | $574K |
| Philip James Wealth Mangement, LLC | 0.40% | Reduce -3.4% | 5,675 | $571K |
| Lodestone Wealth Management LLC | 0.30% | Reduce -8.0% | 5,650 | $568K |
| NewEdge Wealth, LLC | 0.01% | Add +16.7% | 5,636 | $565K |
| Braun-Bostich & Associates Inc. | 0.46% | Reduce -24.8% | 5,505 | $553K |
| SilverOak Wealth Management LLC | 0.14% | No change | 5,474 | $550K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Reduce -15.5% | 5,412 | $544K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.5% | 5,391 | $542K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -13.2% | 5,371 | $540K |
| Alterna Wealth Management, Inc. | 0.44% | Reduce -25.1% | 5,355 | $538K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -8.5% | 5,335 | $536K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -25.9% | 5,273 | $530K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -6.7% | 5,231 | $526K |
| Realta Investment Advisors | 0.11% | Reduce -8.6% | 5,231 | $526K |
| Greenleaf Trust | 0.00% | No change | 5,120 | $515K |
| 1900 Wealth Management LLC | 0.05% | Reduce -27.4% | 5,110 | $514K |
| Annex Advisory Services, LLC | 0.02% | Reduce -85.8% | 5,099 | $513K |
| CarsonAllaria Wealth Management, Ltd. | 0.32% | Add +104.0% | 5,093 | $512K |
| Watts Gwilliam & Co., LLC | 0.16% | — | 5,085 | $510K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -22.9% | 5,055 | $508K |
| Mountain Capital Investment Advisors Inc. | 0.14% | New | 5,058 | $507K |
| Meitav Investment House Ltd. | 0.01% | Reduce -6.9% | 5,035 | $505K |
| Arden Trust Co | 0.07% | No change | 5,012 | $504K |
| St Germain D J Co. Inc. | 0.02% | No change | 5,000 | $503K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +55.9% | 4,989 | $502K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -20.7% | 4,979 | $501K |
| AdvisorNet Financial, Inc | 0.05% | Add +132.4% | 4,969 | $500K |
| Haverford Trust Co | 0.01% | Add +18.5% | 4,967 | $499K |
| Silvia McColl Wealth Management, LLC | 0.43% | No change | 4,950 | $496K |
| Certuity, LLC | 0.04% | No change | 4,931 | $496K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | — | 4,907 | $493K |
| Diversify Advisory Services, LLC | 0.03% | — | 4,914 | $492K |
| Flow Traders U.S. LLC | 0.03% | Reduce -98.6% | 4,808 | $483K |
| GC Wealth Management RIA, LLC | 0.10% | Add +34.0% | 4,762 | $479K |
| Crewe Advisors LLC | 0.06% | Add +0.2% | 4,735 | $476K |
| Hudock, Inc. | 0.10% | Reduce -0.6% | 4,692 | $472K |
| Harvest Investment Services, LLC | 0.19% | Add +8.0% | 4,654 | $468K |
| FinTrust Capital Advisors, LLC | 0.09% | Reduce -17.0% | 4,608 | $463K |
| JNBA Financial Advisors | 0.05% | Reduce -12.3% | 4,604 | $463K |
| Sittner & Nelson, LLC | 0.23% | Reduce -31.0% | 4,585 | $461K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -25.3% | 4,506 | $453K |
| FMR LLC | 0.00% | Reduce -21.0% | 4,500 | $452K |
| Western Wealth Management, LLC | 0.03% | Reduce -7.7% | 4,418 | $444K |
| Buck Wealth Strategies, LLC | 0.15% | New | 4,416 | $444K |
| Nottingham Advisors, Inc. | 0.05% | Add +2.4% | 4,401 | $442K |
| Mission Wealth Management, LP | 0.01% | Reduce -46.8% | 4,387 | $441K |
| StrongBox Wealth, LLC | 0.23% | Reduce -3.5% | 4,386 | $441K |
| Round Rock Advisors LLC | 0.11% | No change | 4,375 | $440K |
| Robinswood Financial LLC | 0.19% | Reduce -41.5% | 4,345 | $435K |
| Pinion Investment Advisors, LLC | 0.23% | Add +1.6% | 4,319 | $434K |
| Traynor Capital Management, Inc. | 0.04% | New | 4,257 | $428K |
| Keene & Associates, Inc. | 0.32% | No change | 4,230 | $425K |
| Lanark Financial, Inc. | 0.04% | Reduce -17.8% | 4,040 | $416K |
| Lantern Wealth Advisors, LLC | 0.29% | Add +4.7% | 4,093 | $411K |
| Kapstone Financial Advisors LLC | 0.28% | Reduce -16.9% | 4,040 | $406K |
| Sandy Spring Bank | 0.02% | No change | 4,033 | $405K |
| Silverlake Wealth Management LLC | 0.21% | Reduce -10.3% | 4,028 | $405K |
| TFG Advisers LLC | 0.16% | Add +3.8% | 4,027 | $405K |
| Creative Financial Designs Inc. | 0.04% | Reduce -36.8% | 3,929 | $395K |
| White Pine Investment CO | 0.12% | Reduce -20.8% | 3,927 | $395K |
| Edge Capital Group, LLC | 0.02% | No change | 3,882 | $390K |
| JT Stratford LLC | 0.08% | Add +0.0% | 3,870 | $389K |
| Sunbelt Securities, Inc. | 0.04% | No change | 3,850 | $387K |
| Richard W. Paul & Associates, LLC | 0.15% | Reduce -11.2% | 3,807 | $383K |
| Stratos Investment Management, LLC | 0.04% | Reduce -3.2% | 3,800 | $382K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -16.7% | 3,797 | $382K |
| Weatherly Asset Management L. P. | 0.04% | Add +1.2% | 3,776 | $380K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | No change | 3,750 | $377K |
| Significant Wealth Partners LLC | 0.25% | New | 3,731 | $375K |
| Edge Financial Advisors LLC | 0.33% | — | 3,717 | $374K |
| Arrowroot Family Office, LLC | 0.24% | Add +0.7% | 3,666 | $369K |
| Barrett & Company, Inc. | 0.17% | Reduce -3.5% | 3,645 | $366K |
| Hilltop Holdings Inc. | 0.04% | Reduce -24.9% | 3,639 | $366K |
| Moneco Advisors, LLC | 0.06% | New | 3,606 | $363K |
| Financial Gravity Asset Management, Inc. | 0.10% | Reduce -98.4% | 3,584 | $358K |
| Prosperity Consulting Group, LLC | 0.04% | New | 3,541 | $356K |
| RFG Advisory, LLC | 0.01% | Add +10.3% | 3,536 | $356K |
| Addison Capital Co | 0.18% | New | 3,525 | $354K |
| Capital Market Strategies LLC | 0.27% | No change | 3,504 | $352K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.0% | 3,386 | $340K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,310 | $332K |
| Tyler-Stone Wealth Management | 0.15% | Reduce -6.7% | 3,292 | $331K |
| Frontier Asset Management, LLC | 0.12% | New | 3,281 | $330K |
| Greatmark Investment Partners, Inc. | 0.05% | Reduce -21.8% | 3,225 | $324K |
| Wealth Alliance, LLC | 0.04% | Reduce -29.7% | 3,197 | $321K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -3.3% | 3,184 | $320K |
| Sheets Smith Wealth Management | 0.04% | Reduce -13.7% | 3,145 | $316K |
| CoreCap Advisors, LLC | 0.02% | New | 3,139 | $316K |
| Access Financial Services, Inc. | 0.14% | No change | 3,114 | $313K |
| IHT Wealth Management, LLC | 0.01% | Add +53.9% | 3,088 | $310K |
| Obsidian Personal Planning Solutions LLC | 0.20% | No change | 3,086 | $310K |
| Baldwin Wealth Partners LLC | 0.02% | Add +137.3% | 3,085 | $310K |
| New England Private Wealth Advisors LLC | 0.05% | Add +1.3% | 3,097 | $310K |
| EWG Elevate Inc. | 0.12% | Add +25.1% | 3,050 | $307K |
| Avior Wealth Management, LLC | 0.01% | Add +39.4% | 3,044 | $306K |
| RMR Wealth Builders | 0.04% | Reduce -11.4% | 3,025 | $304K |
| Occidental Asset Management, LLC | 0.06% | Reduce -12.8% | 3,010 | $303K |
| Executive Wealth Management, LLC | 0.03% | Reduce -1.5% | 3,016 | $302K |
| Integrated Wealth Concepts LLC | 0.00% | Add +40.5% | 2,986 | $300K |
| Capital Insight Partners, LLC | 0.06% | Reduce -7.8% | 2,962 | $298K |
| NorthRock Partners, LLC | 0.01% | New | 2,954 | $297K |
| Centennial Wealth Advisory LLC | 0.14% | Reduce -17.5% | 2,948 | $296K |
| Goldstein Advisors, LLC | 0.05% | Reduce -21.1% | 2,917 | $293K |
| Apella Capital, LLC | 0.01% | Reduce -13.8% | 2,919 | $293K |
| PNC Financial Services Group, Inc. | 0.00% | Add +88.1% | 2,899 | $291K |
| Laidlaw Wealth Management LLC | 0.16% | Reduce -20.3% | 2,893 | $291K |
| Signal Advisors Wealth, LLC | 0.07% | Add +7.7% | 2,844 | $286K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.4% | 2,838 | $285K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.0% | 2,817 | $283K |
| Drive Wealth Management, LLC | 0.08% | Reduce -48.1% | 2,811 | $283K |
| Betterment LLC | 0.00% | Add +15.9% | 2,790 | $281K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -28.2% | 2,785 | $280K |
| American Trust | 0.02% | Reduce -28.2% | 2,765 | $278K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +18.4% | 2,750 | $276K |
| RPg Family Wealth Advisory, LLC | 0.09% | Add +0.9% | 2,738 | $275K |
| Spinnaker Trust | 0.02% | Reduce -48.9% | 2,615 | $263K |
| Howard Wealth Management, LLC | 0.21% | Reduce -10.1% | 2,585 | $260K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -22.6% | 2,569 | $258K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -18.8% | 2,569 | $258K |
| Heritage Trust Co | 0.03% | New | 2,550 | $256K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -97.8% | 2,534 | $255K |
| Investment Advisory Group, LLC | 0.10% | New | 2,520 | $253K |
| Argent Trust Co | 0.01% | No change | 2,501 | $251K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 2,500 | $251K |
| SPC Financial, Inc. | 0.02% | Reduce -7.4% | 2,500 | $251K |
| Ridgewood Investments LLC | 0.13% | No change | 2,492 | $251K |
| Heirloom Wealth Management | 0.09% | New | 2,491 | $250K |
| Portside Wealth Group, LLC | 0.05% | Reduce -4.9% | 2,478 | $249K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -57.3% | 2,475 | $249K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +1.2% | 2,446 | $246K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,426 | $244K |
| Asset Allocation Strategies LLC | 0.09% | Reduce -6.2% | 2,420 | $243K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | New | 2,424 | $243K |
| Transcendent Capital Group LLC | 0.14% | Reduce -4.0% | 2,400 | $241K |
| M&T Bank Corp | 0.00% | Reduce -20.2% | 2,400 | $241K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.2% | 2,378 | $239K |
| Everpar Advisors LLC | 0.15% | Reduce -57.4% | 2,377 | $239K |
| Napatree Capital LLC | 0.23% | Add +1.5% | 2,371 | $238K |
| Ruggaard & Associates LLC | 0.11% | New | 2,363 | $238K |
| Paragon Private Wealth Management, LLC | 0.14% | No change | 2,362 | $237K |
| Trustmark Bank Trust Department | 0.02% | No change | 2,335 | $235K |
| Dravo Bay LLC | 0.13% | Add +9.8% | 2,254 | $227K |
| Sanctuary Wealth Management, L.L.C. | 0.18% | Reduce -34.3% | 2,250 | $226K |
| One Plus One Wealth Management, LLC | 0.13% | No change | 2,223 | $224K |
| Triton Financial Group Inc | 0.16% | Reduce -1.6% | 2,216 | $223K |
| Raymond James Trust N.A. | 0.01% | Reduce -35.8% | 2,186 | $220K |
| Drake & Associates, LLC | 0.08% | Reduce -53.9% | 2,175 | $219K |
| Maripau Wealth Management LLC | 0.16% | Reduce -10.2% | 2,157 | $217K |
| Stephens Inc. | 0.00% | Reduce -40.8% | 2,105 | $212K |
| FirstPurpose Wealth LLC | 0.08% | New | 2,110 | $212K |
| Empirical Asset Management, LLC | 0.10% | Reduce -19.1% | 2,088 | $210K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,079 | $209K |
| WBH Advisory Inc. | 0.02% | Add +0.8% | 2,077 | $209K |
| Norway Savings Bank | 0.09% | No change | 2,060 | $207K |
| BIP Wealth, LLC | 0.02% | No change | 2,050 | $206K |
| Life Line Wealth Management LLC | 0.08% | Add +1.3% | 2,047 | $206K |
| Grove Bank & Trust | 0.03% | New | 2,046 | $206K |
| Derbend Asset Management | 0.10% | No change | 2,035 | $205K |
| US Bancorp \de | 0.00% | Add +56.8% | 2,024 | $204K |
| Central Valley Advisors, LLC | 0.10% | New | 2,000 | $201K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | New | 2,000 | $201K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | New | 2,000 | $201K |
| GM Advisory Group, LLC | 0.01% | Reduce -63.3% | 2,000 | $201K |
| Left Brain Wealth Management, LLC | 0.10% | Reduce -11.4% | 1,999 | $201K |
| Wallace Hart LLC | 0.16% | — | 1,925 | $194K |
| Colonial Trust Advisors | 0.02% | Reduce -20.1% | 1,894 | $190K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -36.7% | 1,628 | $164K |
| Pacific Center for Financial Services | 0.04% | No change | 1,430 | $144K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -0.3% | 1,375 | $138K |
| Bessemer Group Inc. | 0.00% | No change | 1,246 | $125K |
| Future Financial Wealth Managment LLC | 0.09% | New | 1,215 | $122K |
| Colonial Trust Co / SC | 0.02% | No change | 1,210 | $122K |
| Continuum Advisory, LLC | 0.02% | Reduce -85.7% | 1,203 | $121K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.5% | 1,182 | $119K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -16.1% | 1,090 | $110K |
| Cape Investment Advisory, Inc. | 0.05% | Add +0.7% | 1,088 | $109K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,069 | $107K |
| Optimum Investment Advisors | 0.05% | No change | 1,000 | $101K |
| Community Bank, N.A. | 0.01% | No change | 1,000 | $101K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 930 | $94K |
| Nvwm, LLC | 0.03% | Reduce -8.0% | 920 | $92K |
| Cassady Schiller Wealth Management, LLC | 0.04% | No change | 918 | $92K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.5% | 905 | $91K |
| Main Management LLC | 0.01% | Reduce -61.9% | 820 | $82K |
| Bellevue Asset Management, LLC | 0.04% | No change | 735 | $74K |
| Aspect Partners, LLC | 0.06% | No change | 725 | $73K |
| M&R Capital Management Inc. | 0.02% | No change | 690 | $69K |
| Pineridge Advisors LLC | 0.02% | Reduce -69.4% | 659 | $66K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 599 | $60K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +296.6% | 575 | $58K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.2% | 559 | $56K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.6% | 492 | $49K |
| CENTRAL TRUST Co | 0.00% | Reduce -14.3% | 443 | $45K |
| Capital Analysts, LLC | 0.00% | Reduce -10.0% | 431 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 423 | $43K |
| Retirement Group, LLC | 0.02% | Reduce -2.3% | 422 | $42K |
| Planning Capital Management Corp | 0.03% | Reduce -64.7% | 410 | $41K |
| Oakworth Capital, Inc. | 0.00% | Reduce -1.0% | 393 | $40K |
| AlphaMark Advisors, LLC | 0.01% | No change | 382 | $38K |
| Bfsg, LLC | 0.00% | No change | 351 | $35K |
| Balefire, LLC | 0.01% | New | 315 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 299 | $30K |
| Lummis Asset Management, LP | 0.04% | New | 269 | $27K |
| Studio Investment Management LLC | 0.01% | No change | 268 | $27K |
| American National Bank & Trust | 0.00% | No change | 259 | $26K |
| Signaturefd, LLC | 0.00% | Add +28.0% | 256 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -30.2% | 250 | $25K |
| Investors Research Corp | 0.01% | No change | 249 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 230 | $23K |
| Arvest Investments, Inc. | 0.00% | No change | 219 | $22K |
| Register Financial Advisors LLC | 0.01% | New | 205 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.5% | 200 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 195 | $20K |
| Element Wealth, LLC | 0.01% | No change | 189 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 189 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 180 | $18K |
| Friedenthal Financial | 0.01% | Add +6.0% | 178 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +542.3% | 167 | $17K |
| Salem Investment Counselors Inc. | 0.00% | New | 161 | $16K |
| WASHINGTON TRUST Co | 0.00% | No change | 150 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| WealthShield Partners, LLC | 0.00% | New | 116 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $10K |
| Mechanics Financial Corp | 0.01% | New | 100 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $10K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 100 | $10K |
| True Wealth Design, LLC | 0.00% | No change | 100 | $10K |
| Blue Trust, Inc. | 0.00% | Add +480.0% | 87 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 72 | $7K |
| Penserra Capital Management LLC | 0.00% | Add +2.7% | 76 | $7K |
| Hollencrest Capital Management | 0.00% | Reduce -87.0% | 68 | $7K |
| Cordant, Inc. | 0.00% | Add +24.5% | 61 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 59 | $6K |
| Key Financial Inc | 0.00% | No change | 44 | $4K |
| Larson Financial Group LLC | 0.00% | Reduce -88.2% | 32 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -66.7% | 30 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -80.9% | 30 | $3K |
| Anfield Capital Management, LLC | 0.00% | New | 28 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 23 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 24 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 16 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 12 | $1K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 4 | $403 |
| PSI Advisors, LLC | 0.00% | No change | 4 | $402 |
"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.