PIMCO Enhanced Short MaturitMINTETF
13F holders, Q2 2024 (June 30)654holders +28
70new positions
44sold out
4famous investors
$100.59avg. 13F price*
At the end of Q2 2024, 654 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, up 28 from Q1 2024. 70 opened new positions and 44 sold out. The largest holders were JPMorgan Chase & Co. ($2.3B), Wells Fargo & Company ($915.5M) and Morgan Stanley ($814.2M). 4 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $82.9M |
| Exits | 44 | $47.4M |
All 13F filers, Q1 2024 → Q2 2024: 12,295,845 shares bought and 2,471,917 shares sold, net +9,823,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 654 holders
| JPMorgan Chase & Co. | 0.20% | Add +32.9% | 23,146,158 | $2.3B |
| Wells Fargo & Company | 0.24% | Add +3.8% | 9,095,864 | $915.5M |
| Morgan Stanley | 0.06% | Add +0.1% | 8,089,016 | $814.2M |
| Assetmark, Inc. | 1.89% | Add +10.4% | 6,064,593 | $610.4M |
| HB Wealth Management, LLC | 3.52% | Add +11.9% | 2,991,183 | $301.1M |
| Allianz Asset Management GmbH | 0.39% | Add +1.0% | 2,400,874 | $241.6M |
| LPL Financial LLC | 0.11% | Add +18.6% | 2,259,253 | $227.4M |
| UBS Group AG | 0.06% | Reduce -6.2% | 1,778,242 | $179.0M |
| Cwm, LLC | 0.82% | Reduce -10.2% | 1,729,526 | $174.1M |
| Bank of America Corp. | 0.01% | Add +42.4% | 1,226,135 | $123.4M |
| Cambridge Investment Research Advisors, Inc. | 0.42% | Add +214.3% | 1,130,246 | $113.8M |
| State of Tennessee, Department of Treasury | 0.36% | Add +0.2% | 962,194 | $96.8M |
| Renaissance Technologies | 0.13% | No change | 777,600 | $78.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +46.9% | 776,248 | $78.1M |
| Focus Partners Wealth | 0.24% | Add +0.6% | 700,861 | $70.5M |
| Johnson Financial Group, LLC | 9.00% | Reduce -13.9% | 683,691 | $68.8M |
| Mason Investment Advisory Services, Inc. | 4.24% | Reduce -0.7% | 680,783 | $68.5M |
| Keybank National Association | 0.27% | Add +5.5% | 662,235 | $66.7M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 616,104 | $62.0M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.4% | 608,519 | $61.3M |
| Family Manage LLC | 10.62% | Add +17.1% | 594,759 | $59.9M |
| Mariner, LLC | 0.11% | Add +10.1% | 568,358 | $57.2M |
| AE Wealth Management LLC | 0.44% | Add +22.9% | 439,983 | $44.3M |
| JFG Wealth Management, LLC | 12.31% | Reduce -35.1% | 429,585 | $43.2M |
| Truist Financial Corp. | 0.06% | Add +0.9% | 408,374 | $41.1M |
| Cerity Partners LLC | 0.10% | Add +16.1% | 384,226 | $38.7M |
| Stifel Financial Corp. | 0.04% | Add +13.3% | 380,228 | $38.3M |
| Flaharty Asset Management, LLC | 5.49% | Reduce -2.5% | 369,260 | $37.2M |
| TD Capital Management LLC | 3.63% | Reduce -13.1% | 344,698 | $34.7M |
| Cetera Investment Advisers | 0.08% | Add +174.1% | 341,892 | $34.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.0% | 327,784 | $33.0M |
| HighTower Advisors, LLC | 0.05% | Add +1.2% | 294,859 | $29.7M |
| Leelyn Smith, LLC | 5.23% | Add +16.6% | 268,614 | $27.0M |
| Merit Financial Group, LLC | 0.59% | Reduce -42.5% | 267,816 | $27.0M |
| Destination Wealth Management | 0.89% | Add +3.0% | 266,186 | $26.8M |
| Creative Planning | 0.03% | Reduce -4.5% | 264,816 | $26.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +0.4% | 254,093 | $25.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -5.8% | 245,809 | $24.7M |
| Krilogy Financial LLC | 1.80% | Add +120.5% | 242,910 | $24.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.5% | 233,693 | $23.5M |
| Waverly Advisors, LLC | 0.46% | Add +5.2% | 231,759 | $23.3M |
| MML Investors Services, LLC | 0.09% | Add +21.0% | 229,647 | $23.1M |
| Bramshill Investments, LLC | 2.36% | Add +16.4% | 215,612 | $21.7M |
| Brookstone Capital Management | 0.36% | Reduce -14.2% | 215,184 | $21.6M |
| Advisor OS, LLC | 2.33% | Add +1.8% | 211,490 | $21.3M |
| Clearstead Advisors, LLC | 0.34% | New | 200,225 | $20.2M |
| Citigroup Inc. | 0.02% | Add +3.3% | 190,325 | $19.2M |
| MJP Associates Inc. | 3.97% | Add +14.0% | 189,693 | $19.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +27.9% | 183,691 | $18.5M |
| Virtue Capital Management, LLC | 3.07% | Add +16.6% | 178,288 | $17.9M |
| Jane Street Group, LLC | 0.02% | Add +1155.8% | 177,010 | $17.8M |
| Private Advisor Group, LLC | 0.12% | Add +72.9% | 176,092 | $17.7M |
| Clark Capital Management Group, Inc. | 0.13% | Reduce -5.4% | 169,885 | $17.1M |
| Raymond James & Associates | 0.01% | Add +12.2% | 169,060 | $17.0M |
| Kwmg, LLC | 1.83% | Add +5.7% | 168,800 | $17.0M |
| CoreCap Advisors, LLC | 1.64% | Add +4901.8% | 157,005 | $15.8M |
| Howland Capital Management LLC | 0.70% | Reduce -5.7% | 145,245 | $14.6M |
| Beacon Investment Advisory Services, Inc. | 0.62% | Reduce -5.8% | 142,663 | $14.4M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +61.2% | 141,737 | $14.3M |
| National Bank of Canada | 0.02% | Reduce -15.1% | 139,096 | $13.9M |
| Atlantic Edge Private Wealth Management, LLC | 4.64% | Reduce -3.2% | 138,147 | $13.9M |
| Whittier Trust Co. | 0.19% | Reduce -22.1% | 135,608 | $13.6M |
| Cornerstone Wealth Management, LLC | 1.04% | Add +12.8% | 133,781 | $13.5M |
| Essex Financial Services, Inc. | 0.98% | Add +33.9% | 130,995 | $13.1M |
| Kingfisher Capital LLC | 3.06% | Reduce -0.7% | 129,058 | $13.0M |
| Comerica Bank | 0.05% | Reduce -1.7% | 126,382 | $12.7M |
| GeoWealth Management, LLC | 0.51% | Add +495.8% | 116,819 | $11.8M |
| Camelot Portfolios, LLC | 6.64% | Add +101.9% | 116,636 | $11.7M |
| Kathmere Capital Management, LLC | 1.24% | Reduce -7.2% | 115,966 | $11.7M |
| Providence First Trust Co | 5.17% | Add +3.7% | 113,861 | $11.5M |
| BNP Paribas Financial Markets | 0.01% | Add +40.9% | 111,549 | $11.2M |
| Arrow Financial Corp | 1.08% | New | 109,506 | $11.0M |
| Values First Advisors, Inc. | 6.45% | Add +1.3% | 107,013 | $10.8M |
| Evergreen Capital Management LLC | 0.38% | Reduce -0.9% | 104,414 | $10.5M |
| Stokes Capital Advisors, LLC | 2.90% | Add +11.6% | 103,627 | $10.4M |
| Dynamic Advisor Solutions LLC | 0.33% | Reduce -3.0% | 102,982 | $10.4M |
| Nicholas Hoffman & Company, LLC. | 0.48% | Reduce -1.6% | 102,770 | $10.3M |
| Choreo, LLC | 0.17% | Add +116.2% | 103,006 | $10.3M |
| Harbour Investments, Inc. | 0.35% | Add +210.7% | 102,422 | $10.3M |
| Avion Wealth | 2.83% | Reduce -3.3% | 101,771 | $10.2M |
| Heritage Oak Wealth Advisors LLC | 5.35% | — | 101,502 | $10.2M |
| Procyon Advisors, LLC | 0.75% | Reduce -1.1% | 100,128 | $10.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -14.9% | 108,665 | $9.8M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -12.7% | 92,075 | $9.3M |
| Roof Eidam Maycock Peralta, LLC | 2.50% | Add +6.3% | 91,648 | $9.2M |
| Montag A & Associates Inc. | 0.45% | Reduce -11.1% | 88,970 | $9.0M |
| Lowe Wealth Advisors, LLC | 3.99% | Reduce -2.5% | 87,007 | $8.8M |
| Center For Asset Management LLC | 5.71% | Add +4.9% | 85,809 | $8.6M |
| YHB Investment Advisors, Inc. | 0.69% | Reduce -2.4% | 79,958 | $8.0M |
| Bridge Advisory, LLC | 3.91% | Add +51.6% | 78,921 | $7.9M |
| Sage Rhino Capital LLC | 1.86% | Reduce -1.0% | 77,415 | $7.8M |
| Goodman Advisory Group, LLC | 2.33% | Add +5.5% | 77,350 | $7.8M |
| Sowell Financial Services LLC | 0.37% | Add +8.0% | 77,247 | $7.8M |
| Trek Financial, LLC | 0.61% | Add +90.3% | 76,553 | $7.7M |
| First Heartland Consultants, Inc. | 0.76% | Add +17.1% | 76,190 | $7.7M |
| Afg Fiduciary Services Limited Partnership | 5.31% | Add +28.8% | 75,507 | $7.6M |
| Mgo One Seven LLC | 0.36% | Add +106.4% | 74,614 | $7.5M |
| Atria Investments, Inc | 0.09% | Add +436.6% | 68,824 | $6.9M |
| D.A. Davidson & Co. | 0.06% | No change | 68,765 | $6.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.0% | 67,508 | $6.8M |
| Compass Financial Group, Inc. | 3.36% | Add +1.3% | 67,343 | $6.8M |
| Millennium Management | 0.01% | Reduce -20.5% | 65,651 | $6.6M |
| Anchor Capital Advisors LLC | 0.19% | Add +2.8% | 65,506 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.1% | 65,098 | $6.6M |
| Citadel Advisors | 0.01% | Reduce -22.5% | 64,004 | $6.4M |
| Jmac Enterprises LLC | 1.12% | Add +6.5% | 63,182 | $6.4M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -16.3% | 62,908 | $6.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +602.6% | 62,118 | $6.3M |
| WestHill Financial Advisors, Inc. | 1.50% | Add +1.5% | 61,565 | $6.2M |
| Parsons Capital Management Inc. | 0.41% | Add +0.5% | 59,495 | $6.0M |
| Advocacy Wealth Management, LLC | 0.49% | Reduce -11.0% | 59,342 | $6.0M |
| First Trust Advisors LP | 0.01% | Add +0.3% | 58,628 | $5.9M |
| Freedom Investment Management, Inc. | 0.47% | Add +2199.7% | 56,917 | $5.7M |
| PFW Advisors LLC | 1.79% | Reduce -2.6% | 55,834 | $5.6M |
| NewEdge Advisors, LLC | 0.04% | Add +36.5% | 55,729 | $5.6M |
| Cibc World Market Inc. | 0.01% | Add +5.2% | 55,614 | $5.6M |
| Westside Investment Management, Inc. | 1.26% | Add +2.2% | 54,779 | $5.5M |
| RiverTree Advisors, LLC | 3.77% | Reduce -3.3% | 54,764 | $5.5M |
| Uncommon Cents Investing LLC | 1.73% | Reduce -0.4% | 54,620 | $5.5M |
| Leavell Investment Management, Inc. | 0.30% | Reduce -0.8% | 53,136 | $5.3M |
| Sanctuary Advisors, LLC | 0.04% | — | 52,811 | $5.3M |
| Stonebridge Financial Planning Group, LLC | 2.64% | Reduce -24.8% | 52,285 | $5.3M |
| Wedbush Securities Inc. | 0.19% | Add +42.0% | 51,647 | $5.2M |
| Halbert Hargrove Global Advisors, LLC | 0.30% | Reduce -24.1% | 51,257 | $5.2M |
| Auour Investments LLC | 1.88% | Reduce -13.1% | 50,046 | $5.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.12% | Reduce -7.4% | 48,801 | $4.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.4% | 48,882 | $4.9M |
| TFB Advisors LLC | 1.57% | Reduce -2.7% | 47,754 | $4.8M |
| Precision Wealth Strategies, LLC | 4.89% | Reduce -19.7% | 46,982 | $4.7M |
| Equitable Holdings, Inc. | 0.05% | Add +16.1% | 46,868 | $4.7M |
| Legacy Capital Wealth Partners, LLC | 1.20% | New | 46,837 | $4.7M |
| Visionary Wealth Advisors | 0.31% | Add +24.3% | 46,414 | $4.7M |
| BHK Investment Advisors, LLC | 1.80% | Add +3.7% | 45,484 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -8.1% | 45,156 | $4.5M |
| IFP Advisors, Inc | 0.18% | Add +32.0% | 44,980 | $4.5M |
| Scotia Capital Inc. | 0.03% | Add +2.0% | 44,919 | $4.5M |
| Tidal Investments LLC | 0.06% | New | 44,878 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.8% | 44,832 | $4.5M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -25.2% | 44,265 | $4.5M |
| Private Capital Management LLC | 0.88% | Add +1.6% | 44,240 | $4.5M |
| SOL Capital Management CO | 0.53% | Reduce -10.1% | 44,116 | $4.4M |
| Capital Advisors, Ltd. LLC | 0.58% | Reduce -3.2% | 44,102 | $4.4M |
| Smith Thornton Advisors LLC | 3.26% | — | 43,963 | $4.4M |
| Advocate Group LLC | 0.89% | Add +0.5% | 43,943 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +30.7% | 43,558 | $4.4M |
| DAVENPORT & Co LLC | 0.03% | Reduce -5.4% | 43,477 | $4.4M |
| Ausdal Financial Partners, Inc. | 0.47% | Add +9.6% | 43,364 | $4.4M |
| Friedenthal Financial | 2.71% | Add +24132.6% | 43,134 | $4.3M |
| Captrust Financial Advisors | 0.01% | Reduce -3.9% | 41,877 | $4.2M |
| SFG Wealth Management, LLC. | 2.40% | Add +4.7% | 41,832 | $4.2M |
| Sigma Planning Corp | 0.13% | Add +39.1% | 41,417 | $4.2M |
| Cim, LLC | 0.63% | Add +1.8% | 41,628 | $4.2M |
| Soltis Investment Advisors LLC | 0.44% | Reduce -1.1% | 40,848 | $4.1M |
| Debussy Capital Management LP | 1.16% | Add +17.7% | 40,572 | $4.1M |
| SkyOak Wealth, LLC | 0.95% | Add +4.0% | 40,467 | $4.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -3.5% | 40,376 | $4.1M |
| Oceanside Advisors LLC | 3.22% | Add +4.8% | 39,546 | $4.0M |
| Apollon Wealth Management, LLC | 0.12% | Add +40.9% | 38,134 | $3.8M |
| Bank of Montreal | 0.00% | Add +61.5% | 37,917 | $3.8M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -30.8% | 37,764 | $3.8M |
| Clear Point Advisors Inc. | 3.10% | Add +16.4% | 37,470 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.20% | New | 37,336 | $3.8M |
| NorthCoast Asset Management LLC | 0.03% | Add +335.3% | 37,132 | $3.7M |
| Global Retirement Partners, LLC | 0.12% | Reduce -1.2% | 36,744 | $3.7M |
| Strategic Investment Advisors / MI | 0.45% | Add +22.1% | 36,466 | $3.7M |
| Jacobi Capital Management LLC | 0.32% | Add +23.7% | 36,270 | $3.7M |
| Chicago Partners Investment Group LLC | 0.14% | Add +2.0% | 35,890 | $3.6M |
| Altfest L J & Co. Inc. | 0.49% | Add +4.7% | 35,471 | $3.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +51.7% | 35,092 | $3.5M |
| Financial Advocates Investment Management | 0.22% | Add +13.6% | 34,838 | $3.5M |
| PAX Financial Group, LLC | 0.68% | Add +2.2% | 34,838 | $3.5M |
| Cottage Street Advisors LLC | 2.04% | Reduce -0.8% | 34,391 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | New | 34,168 | $3.4M |
| StoneX Group Inc. | 0.27% | Add +11.4% | 33,984 | $3.4M |
| MinichMacGregor Wealth Management, LLC | 0.82% | Add +9.3% | 33,289 | $3.4M |
| Capital Management Associates, Inc | 1.96% | Add +14.3% | 32,129 | $3.2M |
| Arete Wealth Advisors, LLC | 0.26% | Add +5.4% | 31,681 | $3.2M |
| American Institute for Advanced Investment Management, LLP | 2.42% | Reduce -4.2% | 31,437 | $3.2M |
| Rain Capital Management, LLC | 2.22% | Reduce -2.5% | 31,246 | $3.1M |
| Synovus Financial Corp. | 0.04% | Reduce -26.6% | 31,229 | $3.1M |
| Milestone Asset Management, LLC | 0.78% | Add +25.8% | 31,019 | $3.1M |
| Hedeker Wealth, LLC | 0.89% | Add +3.4% | 30,649 | $3.1M |
| Coppell Advisory Solutions LLC | 0.50% | — | 30,374 | $3.1M |
| 49 Wealth Management, LLC | 0.60% | New | 30,361 | $3.0M |
| Geneos Wealth Management Inc. | 0.13% | Add +26.3% | 29,955 | $3.0M |
| Spire Wealth Management | 0.10% | Add +6.0% | 29,569 | $3.0M |
| HRT Financial LP | 0.02% | New | 29,492 | $3.0M |
| Econ Financial Services Corp | 1.83% | Reduce -45.6% | 29,309 | $2.9M |
| Independent Financial Group, LLC | 0.12% | Reduce -4.2% | 29,075 | $2.9M |
| Klaas Financial Asset Advisors, LLC | 0.53% | Add +17.7% | 28,848 | $2.9M |
| Compound Planning, Inc. | 0.21% | Add +14.2% | 28,705 | $2.9M |
| Muirfield Wealth Advisors LLC | 2.71% | Add +5.2% | 28,688 | $2.9M |
| Sage Capital Management, LLC | 1.47% | Add +1.0% | 27,858 | $2.8M |
| Axxcess Wealth Management, LLC | 0.08% | Add +10.9% | 27,742 | $2.8M |
| Sachetta, LLC | 1.21% | Add +31.9% | 27,536 | $2.8M |
| Farther Finance Advisors, LLC | 0.13% | Add +167.3% | 27,614 | $2.8M |
| Total Clarity Wealth Management, Inc. | 0.93% | Add +346.5% | 26,744 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -17.3% | 26,369 | $2.7M |
| Csenge Advisory Group | 0.15% | Add +2.5% | 26,348 | $2.7M |
| Arcadia Investment Management Corp. | 0.45% | Reduce -39.0% | 26,064 | $2.6M |
| Sard Wealth Management Group, LLC | 1.84% | Add +217.7% | 26,016 | $2.6M |
| Balefire, LLC | 0.91% | Add +7988.9% | 25,480 | $2.6M |
| Peregrine Asset Advisers, Inc. | 1.00% | Reduce -0.1% | 25,201 | $2.5M |
| Oak Grove Capital LLC | 0.65% | New | 25,200 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +17.1% | 24,933 | $2.5M |
| SouthState Bank Corp | 0.18% | Add +0.4% | 24,751 | $2.5M |
| Aviance Capital Partners, LLC | 0.35% | Add +7.3% | 24,727 | $2.5M |
| Birch Capital Management, LLC | 1.29% | Reduce -20.3% | 24,607 | $2.5M |
| SVB Wealth LLC | 0.06% | Reduce -39.6% | 24,379 | $2.5M |
| Intergy Private Wealth, LLC | 1.01% | Reduce -21.5% | 24,361 | $2.5M |
| ETF Store, Inc. | 2.52% | Reduce -49.1% | 24,292 | $2.4M |
| Flow Traders U.S. LLC | 0.12% | Add +402.8% | 24,176 | $2.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -35.8% | 24,123 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +777.2% | 24,122 | $2.4M |
| Lido Advisors, LLC | 0.02% | Reduce -1.9% | 24,007 | $2.4M |
| Treynor Bancshares, Inc. | 2.49% | Reduce -56.9% | 23,642 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +124.0% | 23,514 | $2.4M |
| Fiduciary Trust Co | 0.03% | Reduce -3.3% | 23,125 | $2.3M |
| Smithfield Trust Co | 0.12% | Reduce -1.5% | 23,038 | $2.3M |
| Financial Strategies Group, Inc. | 0.58% | Add +3.5% | 23,013 | $2.3M |
| Signet Financial Management, LLC | 0.31% | Reduce -3.2% | 22,815 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.06% | New | 22,033 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -4.1% | 21,769 | $2.2M |
| Scissortail Wealth Management, LLC | 0.56% | New | 21,700 | $2.2M |
| Somerset Group LLC | 1.93% | Reduce -10.1% | 21,560 | $2.2M |
| HCR Wealth Advisors | 0.31% | Add +1.2% | 21,464 | $2.2M |
| Brown, Lisle/Cummings, Inc. | 0.70% | Reduce -1.2% | 21,365 | $2.2M |
| Wealthspire Retirement, LLC | 0.18% | Reduce -8.2% | 21,318 | $2.1M |
| Three Bridge Wealth Advisors, LLC | 0.85% | Reduce -11.2% | 21,282 | $2.1M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -28.7% | 20,972 | $2.1M |
| Delta Financial Group, Inc. | 0.88% | Reduce -6.5% | 20,870 | $2.1M |
| Cedar Mountain Advisors, LLC | 0.52% | Add +1.6% | 20,800 | $2.1M |
| Klingman & Associates, LLC | 0.14% | No change | 20,500 | $2.1M |
| Baron Wealth Management LLC | 1.07% | Reduce -14.8% | 20,476 | $2.1M |
| Elevated Capital Advisors, LLC | 0.57% | Add +8.8% | 20,203 | $2.0M |
| WESCAP Management Group, Inc. | 0.56% | Add +16.1% | 19,719 | $2.0M |
| Fiduciary Alliance LLC | 0.32% | Add +34.7% | 19,540 | $2.0M |
| Allworth Financial LP | 0.01% | Add +152.3% | 19,112 | $1.9M |
| WJ Interests, LLC | 0.96% | Reduce -9.3% | 19,068 | $1.9M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -4.8% | 19,075 | $1.9M |
| Good Life Advisors, LLC | 0.16% | Add +5.3% | 18,994 | $1.9M |
| Benchmark Wealth Management, LLC | 1.01% | Reduce -9.0% | 18,916 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -10.6% | 18,654 | $1.9M |
| Staley Capital Advisers Inc. | 0.09% | No change | 18,415 | $1.9M |
| NavPoint Financial, Inc. | 1.60% | Reduce -24.2% | 18,331 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +23.9% | 18,323 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -5.2% | 18,240 | $1.8M |
| Sittner & Nelson, LLC | 0.90% | Add +297.8% | 18,238 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -41.7% | 18,049 | $1.8M |
| Financial Guidance Group, Inc. | 1.11% | Reduce -32.0% | 17,969 | $1.8M |
| Scarborough Advisors, LLC | 0.73% | Reduce -3.0% | 17,665 | $1.8M |
| Financial Enhancement Group LLC | 0.29% | Add +4.3% | 17,699 | $1.8M |
| WealthPlan Investment Management, LLC | 0.27% | Add +65.3% | 17,549 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Reduce -26.1% | 17,326 | $1.7M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.49% | Add +19.2% | 17,222 | $1.7M |
| Levy Wealth Management Group, LLC | 0.44% | Reduce -3.9% | 17,076 | $1.7M |
| Orange Investment Advisors, Inc. | 0.22% | Add +87.7% | 16,814 | $1.7M |
| Rollins Financial Advisors, LLC | 0.29% | Add +1.0% | 16,650 | $1.7M |
| Snider Financial Group | 0.63% | Add +2.0% | 16,206 | $1.6M |
| Blair William & Co. | 0.01% | Add +1.5% | 16,174 | $1.6M |
| Shepherd Financial Partners LLC | 0.21% | Add +0.1% | 16,125 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 16,059 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.10% | Reduce -53.1% | 15,906 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.26% | Reduce -20.6% | 15,828 | $1.6M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -3.0% | 15,808 | $1.6M |
| Strategic Blueprint, LLC | 0.11% | New | 15,590 | $1.6M |
| Mullaney, Keating & Wright, Inc. | 1.21% | — | 15,484 | $1.6M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -9.4% | 15,260 | $1.5M |
| WealthPLAN Partners, LLC | 0.16% | Reduce -75.2% | 15,073 | $1.5M |
| Range Financial Group LLC | 0.77% | Reduce -2.1% | 14,998 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -7.6% | 14,853 | $1.5M |
| Phoenix Wealth Advisors | 0.75% | Add +1.1% | 14,777 | $1.5M |
| Kanawha Capital Management LLC | 0.12% | Reduce -3.4% | 14,773 | $1.5M |
| Swmg, LLC | 0.66% | New | 14,766 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +31.0% | 14,602 | $1.5M |
| Shayne & Jacobs, LLC | 0.41% | Reduce -0.2% | 14,593 | $1.5M |
| Fulcrum Equity Management | 1.31% | New | 14,506 | $1.5M |
| Richard P Slaughter Associates Inc | 0.34% | Add +3.6% | 14,395 | $1.4M |
| Adams Wealth Management | 0.33% | Add +1.8% | 14,357 | $1.4M |
| CacheTech Inc. | 0.33% | — | 14,357 | $1.4M |
| Proffitt & Goodson Inc. | 0.25% | Reduce -15.3% | 14,277 | $1.4M |
| Castleview Partners, LLC | 0.81% | Reduce -13.6% | 14,183 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +496.2% | 14,178 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -8.9% | 14,133 | $1.4M |
| Avid Wealth Partners LLC | 1.10% | Reduce -31.4% | 14,081 | $1.4M |
| Trivium Point Advisory, LLC | 0.21% | New | 13,848 | $1.4M |
| Crown Wealth Group, LLC | 0.69% | Reduce -3.5% | 13,765 | $1.4M |
| Mosaic Financial Group, LLC | 0.99% | Reduce -0.7% | 13,663 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Add +0.9% | 13,649 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Reduce -57.8% | 13,586 | $1.4M |
| Montis Financial, LLC | 0.63% | Reduce -3.6% | 13,562 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Add +1.6% | 13,536 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.9% | 13,413 | $1.4M |
| Mayfair Advisory Group, LLC | 0.91% | Add +0.5% | 13,381 | $1.3M |
| Private Trust Co. NA | 0.14% | Add +9.8% | 13,341 | $1.3M |
| Creative Capital Management Investments LLC | 0.65% | Add +29.3% | 13,235 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.19% | Reduce -1.0% | 12,680 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +176.7% | 12,470 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.7% | 12,460 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +13.7% | 12,460 | $1.3M |
| Regatta Capital Group, LLC | 0.26% | Add +14.3% | 12,103 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +8.7% | 12,058 | $1.2M |
| Prestige Wealth Management Group LLC | 0.26% | Add +0.3% | 12,053 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.4% | 12,051 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +7.5% | 11,885 | $1.2M |
| MAS Advisors LLC | 2.81% | Add +0.6% | 11,735 | $1.2M |
| Capital Asset Advisory Services LLC | 0.06% | Add +43.4% | 11,744 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Add +3.0% | 11,664 | $1.2M |
| Fca Corp. | 0.37% | Add +1.4% | 11,594 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -3.2% | 11,533 | $1.2M |
| City Center Advisors, LLC | 1.36% | No change | 11,474 | $1.2M |
| Sugarloaf Wealth Management, LLC | 0.20% | Reduce -22.9% | 11,311 | $1.1M |
| Tradewinds Capital Management, LLC | 0.33% | Reduce -28.9% | 11,262 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Reduce -40.5% | 11,207 | $1.1M |
| Channel Wealth LLC | 0.41% | Add +7.0% | 11,162 | $1.1M |
| Encompass More Asset Management | 0.80% | New | 11,140 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | No change | 11,125 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Reduce -11.2% | 11,056 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -15.2% | 11,068 | $1.1M |
| Red Cedar Investment Management, LLC | 0.15% | No change | 10,843 | $1.1M |
| Cutler Investment Counsel LLC | 0.15% | Reduce -3.3% | 10,837 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -23.2% | 10,750 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +10.2% | 10,667 | $1.1M |
| Roble, Belko & Company, Inc | 0.18% | No change | 10,532 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.62% | Reduce -0.4% | 10,503 | $1.1M |
| Gratus Capital, LLC | 0.04% | No change | 10,472 | $1.1M |
| Arkadios Wealth Advisors | 0.07% | Reduce -68.5% | 10,444 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.75% | Reduce -2.3% | 10,398 | $1.0M |
| Hutchens & Kramer Investment Management Group, LLC | 0.58% | New | 10,442 | $1.0M |
| DeDora Capital, Inc. | 0.32% | Reduce -7.8% | 10,354 | $1.0M |
| SteelPeak Wealth, LLC | 0.05% | Add +4.3% | 10,349 | $1.0M |
| Macroview Investment Management LLC | 1.11% | Add +0.8% | 10,315 | $1.0M |
| Austin Wealth Management, LLC | 0.24% | Reduce -1.5% | 10,272 | $1.0M |
| Omega Financial Group, LLC | 0.42% | Add +0.4% | 10,239 | $1.0M |
| Strait & Sound Wealth Management LLC | 0.52% | Reduce -28.3% | 10,117 | $1.0M |
| Independent Wealth Network Inc. | 0.47% | Add +1.7% | 10,036 | $1.0M |
| John W. Brooker & Co., CPAs | 0.50% | Add +0.3% | 9,941 | $1.0M |
| Allianz Investment Management U.S. LLC | 0.06% | No change | 9,838 | $990K |
| Financial Management Professionals, Inc. | 0.13% | Reduce -10.5% | 9,556 | $962K |
| M&T Bank Corp | 0.00% | Add +287.0% | 9,289 | $935K |
| Magnolia Capital Advisors LLC | 0.52% | Add +52.0% | 9,267 | $933K |
| Mutual Advisors, LLC | 0.03% | Reduce -5.2% | 9,163 | $922K |
| RFG Advisory, LLC | 0.03% | Add +157.7% | 9,112 | $917K |
| CGC Financial Services, LLC | 0.39% | Add +6.8% | 8,966 | $902K |
| LexAurum Advisors, LLC | 0.22% | Reduce -4.4% | 8,842 | $890K |
| Arbor Investment Advisors, LLC | 0.13% | Reduce -4.3% | 8,806 | $886K |
| Old Mission Capital LLC | 0.02% | Reduce -92.2% | 8,670 | $873K |
| SYM FINANCIAL Corp | 0.14% | Add +2.2% | 8,533 | $859K |
| Powell Investment Advisors, LLC | 0.44% | No change | 8,516 | $857K |
| Essential Planning, LLC. | 0.38% | Add +2.2% | 8,476 | $853K |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 8,468 | $852K |
| WealthCollab, LLC | 0.61% | Add +0.7% | 8,453 | $851K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -26.4% | 8,424 | $848K |
| Lion Street Advisors, LLC | 0.31% | New | 8,400 | $845K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.2% | 8,323 | $838K |
| Integrity Wealth Solutions LLC | 0.54% | Reduce -2.0% | 8,248 | $830K |
| Ascent Group, LLC | 0.07% | Reduce -1.0% | 8,080 | $813K |
| Transcendent Capital Group LLC | 0.47% | Add +234.3% | 8,023 | $808K |
| Planned Solutions, Inc. | 0.39% | Reduce -4.3% | 7,809 | $786K |
| Focus Financial Network, Inc. | 0.03% | Reduce -5.0% | 7,762 | $780K |
| Rothschild Wealth LLC | 0.25% | Reduce -1.5% | 7,736 | $779K |
| Peak Asset Management, LLC | 0.15% | Reduce -3.6% | 7,622 | $767K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 7,572 | $762K |
| Citizens Financial Group Inc. | 0.02% | Add +1.6% | 7,562 | $761K |
| L & S Advisors Inc | 0.10% | Reduce -28.6% | 7,497 | $755K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.29% | Reduce -11.1% | 7,424 | $747K |
| World Investment Advisors | 0.05% | New | 7,257 | $730K |
| Heritage Wealth Advisors | 0.03% | Reduce -17.6% | 7,250 | $730K |
| Concorde Financial Corp | 0.48% | No change | 7,210 | $726K |
| &partners | 0.03% | New | 7,182 | $723K |
| Ruggaard & Associates LLC | 0.33% | Add +199.9% | 7,086 | $713K |
| Rosenberg Matthew Hamilton | 0.21% | Reduce -22.6% | 7,074 | $709K |
| Diversify Advisory Services, LLC | 0.04% | Add +43.1% | 7,032 | $706K |
| Anchor Investment Management, LLC | 0.07% | Reduce -6.7% | 6,950 | $700K |
| Dakota Wealth Management | 0.02% | New | 6,907 | $695K |
| Catalyst Private Wealth, LLC | 0.37% | No change | 6,900 | $694K |
| Ascension Capital Advisors, Inc. | 0.36% | No change | 6,708 | $675K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +7.8% | 6,692 | $674K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +5.6% | 6,622 | $666K |
| Modern Wealth Management, LLC | 0.05% | Reduce -3.5% | 6,534 | $658K |
| Alterna Wealth Management, Inc. | 0.58% | Add +22.0% | 6,531 | $657K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +21.6% | 6,489 | $653K |
| Archer Investment Corp | 0.19% | Reduce -0.6% | 6,364 | $641K |
| FinTrust Capital Advisors, LLC | 0.12% | Add +37.5% | 6,337 | $638K |
| PFG Investments, LLC | 0.04% | Reduce -16.0% | 6,192 | $623K |
| AQR Capital Management | 0.00% | New | 6,169 | $621K |
| CPR Investments Inc. | 0.51% | New | 6,131 | $617K |
| Manchester Capital Management LLC | 0.07% | No change | 6,100 | $614K |
| Palumbo Wealth Management LLC | 0.26% | Reduce -31.5% | 6,095 | $613K |
| Motco | 0.04% | New | 6,049 | $609K |
| TMD Wealth Management, LLC | 0.13% | Reduce -59.8% | 6,031 | $607K |
| Ade, LLC | 0.41% | Reduce -7.7% | 5,987 | $603K |
| Spinnaker Investment Group, LLC | 0.17% | Add +0.0% | 5,977 | $602K |
| Hexagon Capital Partners LLC | 0.13% | Reduce -7.4% | 5,905 | $594K |
| Castle Rock Wealth Management, LLC | 0.15% | No change | 5,850 | $586K |
| Arden Trust Co | 0.08% | Add +15.9% | 5,808 | $585K |
| Townsquare Capital LLC | 0.01% | Reduce -57.1% | 5,783 | $582K |
| Beese Fulmer Investment Management, Inc. | 0.05% | No change | 5,771 | $581K |
| Lionsbridge Wealth Management LLC | 0.46% | No change | 5,709 | $575K |
| Ancora Advisors LLC | 0.01% | Reduce -0.6% | 5,682 | $572K |
| GYL Financial Synergies, LLC | 0.04% | Reduce -0.8% | 5,665 | $570K |
| Philip James Wealth Mangement, LLC | 0.38% | Reduce -0.7% | 5,636 | $567K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.0% | 5,611 | $565K |
| AdvisorNet Financial, Inc | 0.05% | Add +12.7% | 5,600 | $564K |
| SilverOak Wealth Management LLC | 0.13% | No change | 5,474 | $551K |
| Summit Asset Management, LLC | 0.06% | Reduce -6.0% | 5,463 | $550K |
| Integrated Advisors Network LLC | 0.03% | Reduce -22.6% | 5,444 | $548K |
| Relative Value Partners Group, LLC | 0.07% | New | 5,441 | $548K |
| Lake Street Private Wealth, LLC | 0.07% | New | 5,441 | $548K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +0.1% | 5,418 | $545K |
| Prevail Innovative Wealth Advisors, LLC | 0.19% | Reduce -14.4% | 5,408 | $544K |
| Addison Capital Co | 0.23% | Add +50.5% | 5,304 | $534K |
| Alpha Cubed Investments, LLC | 0.03% | Add +0.4% | 5,293 | $533K |
| GC Wealth Management RIA, LLC | 0.10% | Add +10.8% | 5,275 | $531K |
| Simmons Bank | 0.04% | Reduce -13.0% | 5,241 | $528K |
| Greenleaf Trust | 0.00% | No change | 5,120 | $515K |
| Mountain Capital Investment Advisors Inc. | 0.13% | Add +1.2% | 5,117 | $514K |
| Silvia McColl Wealth Management, LLC | 0.42% | Add +2.7% | 5,084 | $512K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +1.4% | 5,059 | $509K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,055 | $509K |
| Meitav Investment House Ltd. | 0.01% | No change | 5,035 | $505K |
| StrongBox Wealth, LLC | 0.24% | Add +14.4% | 5,018 | $505K |
| St Germain D J Co. Inc. | 0.02% | No change | 5,000 | $503K |
| Hudock, Inc. | 0.09% | Add +6.3% | 4,987 | $502K |
| Means Investment Co., Inc. | 0.06% | Reduce -30.3% | 4,974 | $501K |
| Haverford Trust Co | 0.01% | No change | 4,967 | $500K |
| Certuity, LLC | 0.04% | Reduce -0.2% | 4,921 | $495K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | No change | 4,907 | $494K |
| Williams & Novak, LLC | 0.46% | Reduce -80.8% | 4,890 | $492K |
| Capital Advisors Wealth Management, LLC | 0.10% | New | 4,882 | $491K |
| Stratos Investment Management, LLC | 0.04% | Add +24.3% | 4,724 | $476K |
| Lodestone Wealth Management LLC | 0.25% | Reduce -17.0% | 4,691 | $472K |
| International Private Wealth Advisors LLC | 0.78% | New | 4,626 | $466K |
| Realta Investment Advisors | 0.09% | Reduce -13.4% | 4,529 | $456K |
| TFG Advisers LLC | 0.18% | Add +12.4% | 4,528 | $456K |
| EWG Elevate Inc. | 0.17% | Add +48.0% | 4,513 | $454K |
| Lanark Financial, Inc. | 0.04% | Add +11.7% | 4,511 | $454K |
| FMR LLC | 0.00% | Add +0.2% | 4,508 | $454K |
| NewEdge Wealth, LLC | 0.01% | Reduce -20.1% | 4,503 | $453K |
| Capital Investment Advisors, LLC | 0.01% | New | 4,495 | $452K |
| Diversify Wealth Management, LLC | 0.06% | — | 4,461 | $447K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -10.8% | 4,439 | $447K |
| Harvest Investment Services, LLC | 0.18% | Reduce -4.9% | 4,425 | $445K |
| Parallel Advisors, LLC | 0.01% | Reduce -43.4% | 4,424 | $445K |
| Western Wealth Management, LLC | 0.03% | No change | 4,418 | $445K |
| JNBA Financial Advisors | 0.05% | Reduce -4.8% | 4,384 | $441K |
| Advisory Services Network, LLC | 0.01% | Reduce -18.8% | 4,379 | $441K |
| Pinion Investment Advisors, LLC | 0.22% | No change | 4,319 | $435K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -20.2% | 4,286 | $431K |
| Sandy Spring Bank | 0.02% | Add +5.7% | 4,263 | $429K |
| Keene & Associates, Inc. | 0.35% | No change | 4,230 | $426K |
| Smartleaf Asset Management LLC | 0.07% | New | 4,230 | $426K |
| Empirical Asset Management, LLC | 0.16% | Add +96.4% | 4,101 | $413K |
| Annex Advisory Services, LLC | 0.01% | Reduce -20.1% | 4,074 | $410K |
| Arrowroot Family Office, LLC | 0.26% | Add +11.1% | 4,072 | $410K |
| World Equity Group, Inc. | 0.12% | New | 4,068 | $409K |
| Kapstone Financial Advisors LLC | 0.27% | No change | 4,040 | $407K |
| Lantern Wealth Advisors, LLC | 0.29% | Reduce -1.5% | 4,032 | $406K |
| Silverlake Wealth Management LLC | 0.17% | Add +0.0% | 4,029 | $406K |
| White Pine Investment CO | 0.11% | Reduce -1.4% | 3,872 | $390K |
| JT Stratford LLC | 0.07% | Add +0.1% | 3,872 | $390K |
| Sunbelt Securities, Inc. | 0.04% | No change | 3,850 | $388K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.5% | 3,854 | $387K |
| Robinswood Financial LLC | 0.15% | Reduce -12.5% | 3,803 | $383K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | No change | 3,750 | $377K |
| EP Wealth Advisors, LLC | 0.00% | Add +211.1% | 3,677 | $370K |
| Mission Wealth Management, LP | 0.01% | Reduce -16.4% | 3,667 | $369K |
| 1900 Wealth Management LLC | 0.03% | Reduce -28.8% | 3,640 | $366K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,635 | $366K |
| Occidental Asset Management, LLC | 0.06% | Add +20.5% | 3,628 | $365K |
| Clear Harbor Asset Management, LLC | 0.03% | New | 3,619 | $364K |
| Moneco Advisors, LLC | 0.05% | Add +0.2% | 3,613 | $364K |
| Lloyd Advisory Services, LLC. | 0.17% | New | 3,594 | $362K |
| Edge Capital Group, LLC | 0.02% | Reduce -7.7% | 3,584 | $361K |
| Richard W. Paul & Associates, LLC | 0.14% | Reduce -6.4% | 3,562 | $359K |
| Barrett & Company, Inc. | 0.16% | Reduce -5.0% | 3,463 | $349K |
| Frontier Asset Management, LLC | 0.13% | Add +4.6% | 3,433 | $346K |
| Adapt Wealth Advisors, LLC | 0.22% | New | 3,426 | $345K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.0% | 3,421 | $344K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +6.5% | 3,391 | $341K |
| Power Wealth Management LLC | 0.16% | New | 3,310 | $333K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,310 | $333K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -47.8% | 3,262 | $328K |
| Sanctuary Wealth Management, L.L.C. | 0.25% | Add +44.5% | 3,251 | $327K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.7% | 3,237 | $326K |
| Wealth Alliance, LLC | 0.04% | Add +0.7% | 3,218 | $324K |
| Weatherly Asset Management L. P. | 0.03% | Reduce -14.8% | 3,216 | $324K |
| Hilltop Holdings Inc. | 0.04% | Reduce -11.7% | 3,215 | $324K |
| Mattern Wealth Management LLC | 0.08% | New | 3,179 | $320K |
| Executive Wealth Management, LLC | 0.06% | Add +5.2% | 3,173 | $319K |
| CarsonAllaria Wealth Management, Ltd. | 0.20% | Reduce -37.8% | 3,170 | $319K |
| Sheets Smith Wealth Management | 0.04% | No change | 3,145 | $317K |
| New England Private Wealth Advisors LLC | 0.06% | Add +1.4% | 3,139 | $316K |
| IHT Wealth Management, LLC | 0.01% | Add +1.6% | 3,137 | $316K |
| Access Financial Services, Inc. | 0.14% | No change | 3,114 | $313K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.5% | 3,089 | $311K |
| Obsidian Personal Planning Solutions LLC | 0.19% | No change | 3,086 | $311K |
| Wealthfront Advisers LLC | 0.00% | New | 3,085 | $311K |
| Main Street Financial Solutions, LLC | 0.03% | Add +46.9% | 3,054 | $307K |
| RMR Wealth Builders | 0.04% | Add +0.1% | 3,029 | $305K |
| Capital Market Strategies LLC | 0.19% | Reduce -14.4% | 3,000 | $302K |
| Capital Insight Partners, LLC | 0.06% | Add +1.1% | 2,996 | $302K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -32.4% | 2,976 | $300K |
| Greatmark Investment Partners, Inc. | 0.04% | Reduce -7.8% | 2,975 | $299K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.1% | 2,951 | $297K |
| Unique Wealth, LLC | 0.08% | New | 2,926 | $295K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.3% | 2,876 | $289K |
| Alera Investment Advisors, LLC | 0.03% | Reduce -71.8% | 2,856 | $287K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -19.7% | 2,844 | $286K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 2,821 | $284K |
| Avior Wealth Management, LLC | 0.01% | Reduce -7.7% | 2,809 | $283K |
| Apella Capital, LLC | 0.01% | Reduce -3.8% | 2,807 | $282K |
| RPg Family Wealth Advisory, LLC | 0.09% | Add +2.2% | 2,798 | $282K |
| Investment Advisory Group, LLC | 0.11% | Add +10.9% | 2,795 | $281K |
| Clear Creek Financial Management, LLC | 0.03% | Add +0.0% | 2,786 | $280K |
| Drive Wealth Management, LLC | 0.08% | Reduce -1.1% | 2,781 | $280K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -13.0% | 2,685 | $270K |
| Dravo Bay LLC | 0.15% | Add +17.4% | 2,646 | $266K |
| Gibbs Wealth Management | 0.11% | Reduce -59.3% | 2,600 | $262K |
| Safeguard Investment Advisory Group, LLC | 0.08% | New | 2,590 | $261K |
| Linscomb Wealth, Inc. | 0.01% | No change | 2,569 | $259K |
| Goldstein Advisors, LLC | 0.04% | Reduce -12.2% | 2,562 | $258K |
| Bulltick Wealth Management, LLC | 0.07% | New | 2,550 | $257K |
| Heritage Trust Co | 0.03% | No change | 2,550 | $257K |
| Raymond James Trust N.A. | 0.01% | Add +16.4% | 2,545 | $256K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 2,533 | $255K |
| Pursue Wealth Partners LLC | 0.14% | New | 2,516 | $253K |
| Argent Trust Co | 0.01% | No change | 2,501 | $252K |
| Sloy Dahl & Holst, LLC | 0.05% | No change | 2,500 | $252K |
| Ridgewood Investments LLC | 0.13% | No change | 2,492 | $251K |
| Heirloom Wealth Management | 0.08% | No change | 2,491 | $251K |
| Bleakley Financial Group, LLC | 0.01% | New | 2,489 | $250K |
| Simplicity Wealth,LLC | 0.01% | New | 2,489 | $250K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -4.9% | 2,444 | $246K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,426 | $244K |
| Asset Allocation Strategies LLC | 0.08% | Reduce -0.3% | 2,414 | $243K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,416 | $243K |
| Napatree Capital LLC | 0.20% | Add +1.1% | 2,396 | $241K |
| Round Rock Advisors LLC | 0.06% | Reduce -45.7% | 2,375 | $239K |
| ABLE Financial Group, LLC | 0.09% | New | 2,367 | $238K |
| Paragon Private Wealth Management, LLC | 0.13% | No change | 2,362 | $238K |
| Centennial Wealth Advisory LLC | 0.10% | Reduce -21.2% | 2,324 | $234K |
| SPC Financial, Inc. | 0.02% | Reduce -8.0% | 2,300 | $231K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | New | 2,272 | $229K |
| One Plus One Wealth Management, LLC | 0.13% | No change | 2,223 | $224K |
| Laidlaw Wealth Management LLC | 0.12% | Reduce -23.5% | 2,213 | $223K |
| Gries Financial LLC | 0.04% | Reduce -77.0% | 2,167 | $218K |
| Betterment LLC | 0.00% | Reduce -23.7% | 2,129 | $214K |
| WJ Wealth Management, LLC | 0.08% | New | 2,124 | $214K |
| Two Sigma Securities, LLC | 0.01% | Reduce -72.9% | 2,118 | $213K |
| Crabel Capital Management, LLC | 0.26% | Reduce -90.7% | 2,117 | $213K |
| Stephens Inc. | 0.00% | No change | 2,105 | $212K |
| POM Investment Strategies, LLC | 0.17% | New | 2,098 | $211K |
| Life Line Wealth Management LLC | 0.08% | Add +1.3% | 2,074 | $209K |
| BIP Wealth, LLC | 0.02% | No change | 2,050 | $206K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | No change | 2,000 | $201K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | No change | 2,000 | $201K |
| GM Advisory Group, LLC | 0.01% | No change | 2,000 | $201K |
| Maripau Wealth Management LLC | 0.14% | Reduce -7.5% | 1,995 | $201K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +972.2% | 1,930 | $194K |
| Colonial Trust Advisors | 0.02% | Add +1.3% | 1,919 | $193K |
| Colonial Trust Co / SC | 0.03% | Add +48.4% | 1,795 | $181K |
| US Bancorp \de | 0.00% | Reduce -13.4% | 1,753 | $176K |
| Wallace Hart LLC | 0.13% | Reduce -11.6% | 1,702 | $171K |
| Tyler-Stone Wealth Management | 0.07% | Reduce -48.6% | 1,692 | $170K |
| Crewe Advisors LLC | 0.02% | Reduce -64.6% | 1,678 | $169K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -0.1% | 1,627 | $164K |
| Continuum Advisory, LLC | 0.02% | Add +34.8% | 1,621 | $163K |
| International Assets Investment Management, LLC | 0.01% | New | 1,537 | $155K |
| Pacific Center for Financial Services | 0.04% | No change | 1,430 | $144K |
| Jones Financial Companies LLLP | 0.00% | New | 1,393 | $140K |
| Strategic Financial Concepts, LLC | 0.08% | Add +689.3% | 41,289 | $134K |
| Bessemer Group Inc. | 0.00% | No change | 1,246 | $125K |
| New Millennium Group LLC | 0.08% | New | 1,205 | $121K |
| Planning Capital Management Corp | 0.08% | Add +174.2% | 1,124 | $113K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +93.9% | 1,115 | $112K |
| Voisard Asset Management Group, Inc. | 0.05% | No change | 1,090 | $110K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,069 | $108K |
| 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 | 0.02% | No change | 920 | $93K |
| Capital Analysts, LLC | 0.00% | Add +94.9% | 840 | $85K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -24.3% | 824 | $83K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -78.3% | 779 | $78K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -16.6% | 755 | $76K |
| Bellevue Asset Management, LLC | 0.04% | No change | 735 | $74K |
| Aspect Partners, LLC | 0.04% | Reduce -3.5% | 700 | $70K |
| M&R Capital Management Inc. | 0.02% | No change | 690 | $69K |
| Wagner Wealth Management, LLC | 0.02% | New | 608 | $61K |
| ORG Partners LLC | 0.01% | New | 605 | $61K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 599 | $60K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -1.3% | 552 | $56K |
| Lummis Asset Management, LP | 0.07% | Add +101.1% | 541 | $54K |
| Kings Path Partners LLC | 0.02% | — | 505 | $51K |
| UMB Bank, n.a. | 0.00% | New | 485 | $49K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -48.1% | 476 | $48K |
| CENTRAL TRUST Co | 0.00% | No change | 443 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 424 | $43K |
| Denver PWM, LLC | 0.02% | New | 403 | $41K |
| Oakworth Capital, Inc. | 0.00% | No change | 393 | $40K |
| AlphaMark Advisors, LLC | 0.01% | No change | 382 | $38K |
| Bfsg, LLC | 0.00% | No change | 351 | $35K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -32.1% | 334 | $34K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 299 | $30K |
| Studio Investment Management LLC | 0.01% | No change | 268 | $27K |
| American National Bank & Trust | 0.00% | No change | 259 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $25K |
| Investors Research Corp | 0.01% | No change | 249 | $25K |
| Arvest Investments, Inc. | 0.00% | No change | 219 | $22K |
| Creative Financial Designs Inc. | 0.00% | Reduce -94.4% | 219 | $22K |
| Register Financial Advisors LLC | 0.01% | No change | 205 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.5% | 203 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 196 | $20K |
| Lynx Investment Advisory | 0.01% | — | 189 | $19K |
| Element Wealth, LLC | 0.01% | No change | 189 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 189 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -21.7% | 180 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 165 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 161 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| Unique Wealth Strategies, LLC | 0.01% | New | 136 | $14K |
| Fifth Third Bancorp | 0.00% | New | 126 | $13K |
| Creekmur Asset Management LLC | 0.00% | New | 125 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 124 | $12K |
| Matrix Trust Co | 0.00% | New | 122 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| WealthShield Partners, LLC | 0.00% | Reduce -7.8% | 107 | $11K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -92.7% | 101 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $10K |
| True Wealth Design, LLC | 0.00% | No change | 100 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 87 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 80 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +4.0% | 79 | $8K |
| Cordant, Inc. | 0.00% | Add +13.1% | 69 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 68 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 67 | $7K |
| EdgeRock Capital LLC | 0.01% | New | 64 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 59 | $6K |
| Abich Financial Wealth Management LLC | 0.00% | New | 55 | $6K |
| New England Asset Management Inc. | 0.00% | New | 50 | $5K |
| Key Financial Inc | 0.00% | No change | 44 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 30 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 29 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 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 |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 7 | $1K |
| PSI Advisors, LLC | 0.00% | No change | 4 | $403 |
| SWAN Capital LLC | 0.00% | New | 2 | $201 |
"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.