PIMCO Enhanced Short MaturitMINTETF
13F holders, Q3 2024 (September 30)639holders −15
50new positions
66sold out
4famous investors
$100.71avg. 13F price*
At the end of Q3 2024, 639 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, down 15 from Q2 2024. 50 opened new positions and 66 sold out. The largest holders were JPMorgan Chase & Co. ($2.5B), Morgan Stanley ($791.3M) and Assetmark, Inc. ($674.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $54.0M |
| Exits | 66 | $79.2M |
All 13F filers, Q2 2024 → Q3 2024: 5,365,038 shares bought and 8,303,789 shares sold, net −2,938,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 639 holders
| JPMorgan Chase & Co. | 0.20% | Add +5.7% | 24,458,326 | $2.5B |
| Morgan Stanley | 0.06% | Reduce -2.8% | 7,858,937 | $791.3M |
| Assetmark, Inc. | 1.93% | Add +10.5% | 6,701,838 | $674.8M |
| Wells Fargo & Company | 0.11% | Reduce -52.7% | 4,301,781 | $433.1M |
| HB Wealth Management, LLC | 3.45% | Add +6.5% | 3,187,181 | $320.9M |
| Allianz Asset Management GmbH | 0.37% | Reduce -1.9% | 2,354,073 | $237.0M |
| LPL Financial LLC | 0.11% | Add +3.7% | 2,342,867 | $235.9M |
| UBS Group AG | 0.05% | Reduce -0.8% | 1,763,053 | $177.5M |
| Cwm, LLC | 0.74% | Reduce -0.9% | 1,713,908 | $172.6M |
| Bank of America Corp. | 0.01% | Reduce -4.6% | 1,170,122 | $117.8M |
| State of Tennessee, Department of Treasury | 0.39% | Add +15.5% | 1,111,600 | $111.9M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -11.1% | 1,005,145 | $101.2M |
| Renaissance Technologies | 0.13% | Add +6.8% | 830,500 | $83.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.2% | 697,343 | $70.2M |
| Keybank National Association | 0.27% | Add +4.5% | 692,084 | $69.7M |
| Johnson Financial Group, LLC | 8.30% | Reduce -0.8% | 678,517 | $68.3M |
| Mason Investment Advisory Services, Inc. | 3.75% | Reduce -6.2% | 638,283 | $64.3M |
| Royal Bank of Canada | 0.01% | Add +3.4% | 637,257 | $64.2M |
| Family Manage LLC | 10.01% | Add +0.3% | 596,609 | $60.1M |
| Mariner, LLC | 0.10% | Reduce -1.1% | 562,138 | $56.6M |
| Osaic Holdings, Inc. | 0.12% | Reduce -13.4% | 526,792 | $53.1M |
| Stifel Financial Corp. | 0.05% | Add +34.6% | 511,835 | $51.5M |
| AE Wealth Management LLC | 0.42% | Add +3.5% | 455,240 | $45.8M |
| Flaharty Asset Management, LLC | 6.27% | Add +20.0% | 443,070 | $44.6M |
| Truist Financial Corp. | 0.06% | Reduce -0.0% | 408,287 | $41.1M |
| Focus Partners Wealth | 0.12% | Reduce -44.6% | 388,231 | $39.1M |
| Krilogy Financial LLC | 2.60% | Add +54.2% | 374,532 | $37.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +51.1% | 353,223 | $35.6M |
| JFG Wealth Management, LLC | 9.28% | Reduce -21.8% | 336,102 | $33.8M |
| TD Capital Management LLC | 3.32% | Reduce -4.5% | 329,333 | $33.2M |
| Citadel Advisors | 0.03% | Add +391.8% | 314,737 | $31.7M |
| Cerity Partners LLC | 0.07% | Reduce -21.5% | 301,763 | $30.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +19.8% | 294,489 | $29.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.3% | 288,219 | $29.0M |
| Leelyn Smith, LLC | 5.13% | Add +5.1% | 282,332 | $28.4M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +9.1% | 277,095 | $27.9M |
| Destination Wealth Management | 0.86% | Add +3.0% | 274,307 | $27.6M |
| Cetera Investment Advisers | 0.06% | Reduce -21.3% | 269,246 | $27.1M |
| Creative Planning | 0.03% | Add +0.8% | 266,952 | $26.9M |
| Simplify Asset Management Inc. | 1.74% | New | 251,800 | $25.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +36.6% | 250,924 | $25.3M |
| Merit Financial Group, LLC | 0.55% | Reduce -8.2% | 245,902 | $24.8M |
| Bramshill Investments, LLC | 2.68% | Add +12.9% | 243,427 | $24.5M |
| Waverly Advisors, LLC | 0.44% | Add +2.8% | 238,248 | $24.0M |
| MML Investors Services, LLC | 0.09% | Add +1.5% | 233,031 | $23.5M |
| Advisor OS, LLC | 2.26% | Add +6.4% | 224,989 | $22.7M |
| National Bank of Canada | 0.03% | Add +61.2% | 224,274 | $22.6M |
| Clearstead Advisors, LLC | 0.33% | Add +4.1% | 208,486 | $21.0M |
| Brookstone Capital Management | 0.31% | Reduce -4.1% | 206,283 | $20.8M |
| MJP Associates Inc. | 3.94% | Add +8.7% | 206,208 | $20.8M |
| Virtue Capital Management, LLC | 4.12% | Add +14.7% | 204,569 | $20.6M |
| Raymond James & Associates | 0.01% | Add +19.9% | 202,740 | $20.4M |
| Arkadios Wealth Advisors | 1.12% | Add +1771.0% | 195,412 | $19.7M |
| Citigroup Inc. | 0.02% | Reduce -1.5% | 187,453 | $18.9M |
| BNP Paribas Financial Markets | 0.02% | Add +58.9% | 177,231 | $17.8M |
| Kwmg, LLC | 1.78% | Add +4.4% | 176,176 | $17.7M |
| Private Advisor Group, LLC | 0.11% | Reduce -1.4% | 173,541 | $17.5M |
| Cornerstone Wealth Management, LLC | 1.08% | Add +14.0% | 152,453 | $15.4M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +2.3% | 144,951 | $14.6M |
| Essex Financial Services, Inc. | 0.99% | Add +4.7% | 137,180 | $13.8M |
| Stokes Capital Advisors, LLC | 3.53% | Add +32.1% | 136,921 | $13.8M |
| Comerica Bank | 0.05% | Add +6.7% | 134,868 | $13.6M |
| Beacon Investment Advisory Services, Inc. | 0.55% | Reduce -7.7% | 131,622 | $13.3M |
| Howland Capital Management LLC | 0.56% | Reduce -11.3% | 128,792 | $13.0M |
| Atlantic Edge Private Wealth Management, LLC | 3.79% | Reduce -10.6% | 123,537 | $12.4M |
| Kingfisher Capital LLC | 2.85% | Reduce -4.7% | 122,997 | $12.4M |
| Whittier Trust Co. | 0.16% | Reduce -10.0% | 122,044 | $12.3M |
| Afg Fiduciary Services Limited Partnership | 8.05% | Add +57.2% | 118,680 | $11.9M |
| Providence First Trust Co | 4.96% | Add +1.8% | 115,957 | $11.7M |
| CoreCap Advisors, LLC | 0.53% | Reduce -28.3% | 112,565 | $11.3M |
| Choreo, LLC | 0.17% | Add +8.7% | 111,990 | $11.3M |
| Values First Advisors, Inc. | 5.98% | Add +2.4% | 109,529 | $11.0M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Add +193.3% | 109,523 | $11.0M |
| Arrow Financial Corp | 1.02% | Reduce -0.3% | 109,224 | $11.0M |
| Nicholas Hoffman & Company, LLC. | 0.44% | Add +0.0% | 102,796 | $10.4M |
| Kathmere Capital Management, LLC | 0.97% | Reduce -11.6% | 102,564 | $10.3M |
| Mission Hills Financial Advisory, LLC | 8.75% | — | 102,516 | $10.3M |
| Dynamic Advisor Solutions LLC | 0.29% | Reduce -6.1% | 96,706 | $9.7M |
| Procyon Advisors, LLC | 0.67% | Reduce -3.5% | 96,659 | $9.7M |
| Evergreen Capital Management LLC | 0.32% | Reduce -8.5% | 95,567 | $9.6M |
| Avion Wealth | 2.52% | Reduce -6.1% | 95,543 | $9.6M |
| Channel Wealth LLC | 3.10% | Add +736.8% | 93,406 | $9.4M |
| Clark Capital Management Group, Inc. | 0.06% | Reduce -45.4% | 92,754 | $9.3M |
| NewEdge Advisors, LLC | 0.06% | Add +64.7% | 91,767 | $9.2M |
| Roof Eidam Maycock Peralta, LLC | 2.33% | Reduce -0.8% | 90,892 | $9.2M |
| Trek Financial, LLC | 0.68% | Add +17.5% | 89,967 | $9.1M |
| Center For Asset Management LLC | 5.33% | Add +3.2% | 88,589 | $8.9M |
| Lowe Wealth Advisors, LLC | 3.71% | Reduce -1.6% | 85,642 | $8.6M |
| Montag A & Associates Inc. | 0.39% | Reduce -8.1% | 81,778 | $8.2M |
| Mgo One Seven LLC | 0.35% | Add +8.0% | 80,602 | $8.1M |
| Bridge Advisory, LLC | 3.83% | Add +1.3% | 79,950 | $8.1M |
| Atria Investments, Inc | 0.10% | Add +14.5% | 78,785 | $7.9M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -14.9% | 78,345 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +73.2% | 78,195 | $7.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -28.6% | 77,628 | $7.8M |
| YHB Investment Advisors, Inc. | 0.64% | Reduce -3.8% | 76,927 | $7.7M |
| First Heartland Consultants, Inc. | 0.79% | Reduce -4.5% | 72,766 | $7.3M |
| Sowell Financial Services LLC | 0.33% | Reduce -7.4% | 71,501 | $7.2M |
| Visionary Wealth Advisors | 0.43% | Add +51.8% | 70,447 | $7.1M |
| D.A. Davidson & Co. | 0.06% | No change | 68,765 | $6.9M |
| Cibc World Market Inc. | 0.02% | Add +23.4% | 68,610 | $6.9M |
| Jmac Enterprises LLC | 1.09% | Add +7.1% | 67,680 | $6.8M |
| Compass Financial Group, Inc. | 3.13% | Reduce -0.3% | 67,162 | $6.8M |
| Harbour Investments, Inc. | 0.20% | Reduce -35.4% | 66,145 | $6.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | New | 65,975 | $6.6M |
| WestHill Financial Advisors, Inc. | 1.46% | Add +5.0% | 64,675 | $6.5M |
| Financial Advocates Investment Management | 0.37% | Add +84.6% | 64,301 | $6.5M |
| Ausdal Financial Partners, Inc. | 0.65% | Add +42.4% | 61,741 | $6.2M |
| Synovus Financial Corp. | 0.07% | Add +96.6% | 61,404 | $6.2M |
| Parsons Capital Management Inc. | 0.39% | Add +1.8% | 60,549 | $6.1M |
| Anchor Capital Advisors LLC | 0.16% | Reduce -7.9% | 60,311 | $6.1M |
| WJ Interests, LLC | 2.67% | Add +215.3% | 60,118 | $6.1M |
| Goodman Advisory Group, LLC | 1.72% | Reduce -22.8% | 59,695 | $6.0M |
| Westside Investment Management, Inc. | 1.26% | Add +6.9% | 58,540 | $5.9M |
| Sage Rhino Capital LLC | 1.30% | Reduce -24.9% | 58,114 | $5.9M |
| First Trust Advisors LP | 0.01% | Reduce -4.4% | 56,060 | $5.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -12.9% | 54,777 | $5.5M |
| RiverTree Advisors, LLC | 3.74% | Reduce -0.1% | 54,723 | $5.5M |
| CreativeOne Wealth, LLC | 0.19% | Add +44.8% | 54,671 | $5.5M |
| Uncommon Cents Investing LLC | 1.53% | Reduce -0.7% | 54,245 | $5.5M |
| Camelot Portfolios, LLC | 5.37% | Reduce -53.6% | 54,123 | $5.4M |
| Wedbush Securities Inc. | 0.20% | Add +4.1% | 53,746 | $5.4M |
| Halbert Hargrove Global Advisors, LLC | 0.29% | Add +2.3% | 52,438 | $5.3M |
| Leavell Investment Management, Inc. | 0.26% | Reduce -3.1% | 51,463 | $5.2M |
| Private Capital Management LLC | 0.92% | Add +14.3% | 50,565 | $5.1M |
| TFB Advisors LLC | 1.51% | Add +5.9% | 50,564 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -4.4% | 50,500 | $5.1M |
| 49 Wealth Management, LLC | 0.83% | Add +66.0% | 50,383 | $5.1M |
| Advocacy Wealth Management, LLC | 0.39% | Reduce -16.3% | 49,698 | $5.0M |
| BHK Investment Advisors, LLC | 1.84% | Add +7.5% | 48,871 | $4.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -22.6% | 48,101 | $4.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.7% | 48,054 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -26.7% | 47,693 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.7% | 47,387 | $4.8M |
| Quadrature Capital Ltd | 0.11% | New | 47,339 | $4.8M |
| Legacy Capital Wealth Partners, LLC | 0.95% | Add +0.6% | 47,115 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +7.7% | 46,901 | $4.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -30.6% | 46,837 | $4.7M |
| Advocate Group LLC | 0.84% | Add +5.1% | 46,188 | $4.7M |
| Auour Investments LLC | 1.64% | Reduce -8.7% | 45,701 | $4.6M |
| Scotia Capital Inc. | 0.02% | Reduce -0.1% | 44,898 | $4.5M |
| Arcadia Investment Management Corp. | 0.73% | Add +69.9% | 44,278 | $4.5M |
| Smith Thornton Advisors LLC | 2.89% | Reduce -0.5% | 43,758 | $4.4M |
| Precision Wealth Strategies, LLC | 4.05% | Reduce -7.6% | 43,413 | $4.4M |
| IFP Advisors, Inc | 0.16% | Reduce -4.4% | 42,997 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Reduce -9.1% | 42,622 | $4.3M |
| Stonebridge Financial Planning Group, LLC | 2.03% | Reduce -18.9% | 42,404 | $4.3M |
| SOL Capital Management CO | 0.47% | Reduce -4.8% | 42,021 | $4.2M |
| Cim, LLC | 0.61% | Add +0.3% | 41,743 | $4.2M |
| Oceanside Advisors LLC | 3.09% | Add +4.2% | 41,213 | $4.1M |
| Strategic Investment Advisors / MI | 0.45% | Add +12.9% | 41,180 | $4.1M |
| Cottage Street Advisors LLC | 2.24% | Add +18.6% | 40,787 | $4.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +16.1% | 40,761 | $4.1M |
| Net Worth Advisory Group | 1.20% | — | 40,017 | $4.0M |
| Soltis Investment Advisors LLC | 0.39% | Reduce -2.1% | 39,994 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -8.5% | 39,801 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -77.8% | 39,300 | $4.0M |
| PAX Financial Group, LLC | 0.71% | Add +12.5% | 39,180 | $3.9M |
| Capital Advisors, Ltd. LLC | 0.49% | Reduce -11.3% | 39,135 | $3.9M |
| GeoWealth Management, LLC | 0.14% | Reduce -66.5% | 39,110 | $3.9M |
| SkyOak Wealth, LLC | 0.86% | Reduce -4.5% | 38,637 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -7.9% | 38,550 | $3.9M |
| Bank of Montreal | 0.00% | Add +1.6% | 38,534 | $3.9M |
| Sigma Planning Corp | 0.12% | Reduce -7.2% | 38,435 | $3.9M |
| SFG Wealth Management, LLC. | 2.02% | Reduce -9.7% | 37,784 | $3.8M |
| West Michigan Advisors, LLC | 1.14% | New | 37,474 | $3.8M |
| Sittner & Nelson, LLC | 1.68% | Add +104.9% | 37,363 | $3.8M |
| Freedom Investment Management, Inc. | 0.30% | Reduce -34.4% | 37,325 | $3.8M |
| Geneos Wealth Management Inc. | 0.14% | Add +20.4% | 36,053 | $3.6M |
| Capital Management Associates, Inc | 1.47% | Add +11.3% | 35,777 | $3.6M |
| StoneX Group Inc. | 0.26% | Add +4.8% | 35,614 | $3.6M |
| MinichMacGregor Wealth Management, LLC | 0.76% | Add +5.6% | 35,145 | $3.5M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -2.5% | 34,997 | $3.5M |
| Clear Point Advisors Inc. | 2.72% | Reduce -6.8% | 34,923 | $3.5M |
| Altfest L J & Co. Inc. | 0.46% | Reduce -4.0% | 34,054 | $3.4M |
| Milestone Asset Management, LLC | 0.77% | Add +9.2% | 33,880 | $3.4M |
| Compound Planning, Inc. | 0.21% | Add +15.9% | 33,257 | $3.3M |
| Independent Financial Group, LLC | 0.12% | Add +12.7% | 32,769 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -26.8% | 32,399 | $3.3M |
| Hedeker Wealth, LLC | 0.84% | Add +2.4% | 31,387 | $3.2M |
| American Institute for Advanced Investment Management, LLP | 2.23% | Reduce -1.6% | 30,937 | $3.1M |
| Jacobi Capital Management LLC | 0.23% | Reduce -15.1% | 30,779 | $3.1M |
| Sachetta, LLC | 1.19% | Add +8.6% | 29,916 | $3.0M |
| Muirfield Wealth Advisors LLC | 2.53% | Add +2.9% | 29,527 | $3.0M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -20.8% | 29,428 | $3.0M |
| World Investment Advisors | 0.09% | Add +298.8% | 28,944 | $2.9M |
| &partners | 0.06% | Add +301.4% | 28,832 | $2.9M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -24.7% | 28,729 | $2.9M |
| Spire Wealth Management | 0.10% | Reduce -3.8% | 28,436 | $2.9M |
| Millennium Management | 0.00% | Reduce -57.1% | 28,161 | $2.8M |
| Sage Capital Management, LLC | 1.35% | Add +0.5% | 27,993 | $2.8M |
| Oak Grove Capital LLC | 0.61% | Add +9.1% | 27,500 | $2.8M |
| Total Clarity Wealth Management, Inc. | 0.89% | Add +2.4% | 27,380 | $2.8M |
| Sard Wealth Management Group, LLC | 1.77% | Add +2.4% | 26,630 | $2.7M |
| Coppell Advisory Solutions LLC | 0.39% | Reduce -13.1% | 26,403 | $2.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -46.4% | 26,181 | $2.6M |
| Treynor Bancshares, Inc. | 2.69% | Add +10.5% | 26,119 | $2.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -35.6% | 26,011 | $2.6M |
| Arete Wealth Advisors, LLC | 0.22% | Reduce -18.6% | 25,793 | $2.6M |
| Csenge Advisory Group | 0.13% | Reduce -3.1% | 25,543 | $2.6M |
| SouthState Bank Corp | 0.17% | Add +1.3% | 25,081 | $2.5M |
| Peregrine Asset Advisers, Inc. | 0.87% | Reduce -0.6% | 25,041 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +3.2% | 24,895 | $2.5M |
| Intergy Private Wealth, LLC | 0.95% | Add +1.5% | 24,719 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Reduce -33.4% | 24,476 | $2.5M |
| Two Sigma Securities, LLC | 0.19% | Add +1032.6% | 23,989 | $2.4M |
| Birch Capital Management, LLC | 1.17% | Reduce -3.5% | 23,743 | $2.4M |
| City Center Advisors, LLC | 2.65% | Add +106.0% | 23,633 | $2.4M |
| Lido Advisors, LLC | 0.02% | Reduce -1.8% | 23,585 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +6.1% | 23,376 | $2.4M |
| ETF Store, Inc. | 2.41% | Reduce -4.3% | 23,245 | $2.3M |
| Financial Strategies Group, Inc. | 0.54% | Add +0.4% | 23,102 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -13.5% | 22,800 | $2.3M |
| Fiduciary Alliance LLC | 0.30% | Add +16.5% | 22,761 | $2.3M |
| Econ Financial Services Corp | 1.28% | Reduce -22.7% | 22,650 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +80.3% | 22,482 | $2.3M |
| Aviance Capital Partners, LLC | 0.30% | Reduce -9.2% | 22,459 | $2.3M |
| HCR Wealth Advisors | 0.30% | Add +4.5% | 22,424 | $2.3M |
| Fiduciary Trust Co | 0.03% | Reduce -5.2% | 21,930 | $2.2M |
| Adams Wealth Management | 0.47% | Add +52.1% | 21,839 | $2.2M |
| CacheTech Inc. | 0.47% | Add +52.1% | 21,839 | $2.2M |
| Klaas Financial Asset Advisors, LLC | 0.38% | Reduce -24.5% | 21,777 | $2.2M |
| Scissortail Wealth Management, LLC | 0.53% | Reduce -100.0% | 4 | $2.2M |
| MAS Advisors LLC | 4.66% | Add +84.7% | 21,676 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +751.5% | 21,568 | $2.2M |
| Somerset Group LLC | 2.00% | No change | 21,560 | $2.2M |
| Signet Financial Management, LLC | 0.28% | Reduce -5.7% | 21,509 | $2.2M |
| Klingman & Associates, LLC | 0.13% | No change | 20,500 | $2.1M |
| Cedar Mountain Advisors, LLC | 0.46% | Reduce -1.7% | 20,453 | $2.1M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -26.6% | 20,271 | $2.0M |
| Brown, Lisle/Cummings, Inc. | 0.61% | Reduce -6.1% | 20,061 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -7.9% | 20,049 | $2.0M |
| Benchmark Wealth Management, LLC | 0.99% | Add +5.7% | 19,994 | $2.0M |
| Regatta Capital Group, LLC | 0.39% | Add +63.0% | 19,727 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +46.4% | 19,640 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Add +7.1% | 19,324 | $1.9M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1.5% | 19,363 | $1.9M |
| Integrity Wealth Solutions LLC | 1.12% | Add +131.2% | 19,070 | $1.9M |
| Good Life Advisors, LLC | 0.12% | Add +0.3% | 19,046 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +1.8% | 18,985 | $1.9M |
| WESCAP Management Group, Inc. | 0.47% | Reduce -5.2% | 18,693 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -32.9% | 18,629 | $1.9M |
| Mullaney, Keating & Wright, Inc. | 1.29% | Add +18.9% | 18,412 | $1.9M |
| Scarborough Advisors, LLC | 0.30% | Add +3.4% | 18,260 | $1.8M |
| NavPoint Financial, Inc. | 1.48% | Reduce -0.5% | 18,248 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.1% | 17,849 | $1.8M |
| Smithfield Trust Co | 0.09% | Reduce -23.3% | 17,662 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -5.5% | 17,410 | $1.8M |
| Elevated Capital Advisors, LLC | 0.46% | Reduce -14.6% | 17,255 | $1.7M |
| Aveo Capital Partners, LLC | 0.18% | Add +27.3% | 17,230 | $1.7M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -19.3% | 17,214 | $1.7M |
| Financial Enhancement Group LLC | 0.34% | Reduce -1.8% | 17,373 | $1.7M |
| Rollins Financial Advisors, LLC | 0.28% | Add +2.4% | 17,050 | $1.7M |
| Trivium Point Advisory, LLC | 0.24% | Add +22.8% | 16,998 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -19.6% | 16,860 | $1.7M |
| Range Financial Group LLC | 2.30% | Add +11.0% | 16,643 | $1.7M |
| Rehmann Capital Advisory Group | 0.11% | Add +8.1% | 16,502 | $1.7M |
| Balefire, LLC | 0.56% | Reduce -35.6% | 16,416 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -14.4% | 16,355 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.2% | 15,868 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.7% | 15,816 | $1.6M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -0.4% | 15,743 | $1.6M |
| SteelPeak Wealth, LLC | 0.07% | Add +52.1% | 15,739 | $1.6M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -10.7% | 15,465 | $1.6M |
| Delta Financial Group, Inc. | 0.58% | Reduce -25.9% | 15,466 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -5.4% | 15,295 | $1.5M |
| Phoenix Wealth Advisors | 0.70% | Add +1.1% | 14,947 | $1.5M |
| Creative Capital Management Investments LLC | 0.63% | Add +12.3% | 14,867 | $1.5M |
| Three Bridge Wealth Advisors, LLC | 0.55% | Reduce -30.4% | 14,815 | $1.5M |
| Montis Financial, LLC | 0.53% | Add +8.9% | 14,773 | $1.5M |
| Kanawha Capital Management LLC | 0.11% | Reduce -1.0% | 14,623 | $1.5M |
| Shayne & Jacobs, LLC | 0.37% | No change | 14,593 | $1.5M |
| Avid Wealth Partners LLC | 1.03% | Add +2.5% | 14,439 | $1.5M |
| Triumph Capital Management | 0.52% | New | 14,410 | $1.5M |
| Private Trust Co. NA | 0.15% | Add +7.2% | 14,303 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +53.1% | 13,955 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -6.1% | 13,948 | $1.4M |
| Financial Guidance Group, Inc. | 0.82% | Reduce -22.8% | 13,870 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.8% | 13,736 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.21% | Reduce -13.3% | 13,723 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +14.5% | 13,605 | $1.4M |
| Castleview Partners, LLC | 0.78% | Reduce -5.4% | 13,417 | $1.4M |
| M&T Bank Corp | 0.00% | Add +42.4% | 13,228 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Reduce -4.3% | 12,997 | $1.3M |
| Mayfair Advisory Group, LLC | 0.81% | Reduce -4.4% | 12,797 | $1.3M |
| Fca Corp. | 0.39% | Add +9.4% | 12,681 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.18% | No change | 12,680 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -11.5% | 12,511 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -33.2% | 12,246 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -10.5% | 12,212 | $1.2M |
| Richard P Slaughter Associates Inc | 0.28% | Reduce -15.7% | 12,133 | $1.2M |
| Strategic Blueprint, LLC | 0.08% | Reduce -22.4% | 12,095 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.2% | 12,071 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -24.2% | 12,050 | $1.2M |
| Mosaic Financial Group, LLC | 0.86% | Reduce -11.8% | 12,045 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +8.0% | 11,937 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.2% | 11,807 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.2% | 11,807 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +2.1% | 11,774 | $1.2M |
| Shepherd Financial Partners LLC | 0.14% | Reduce -27.4% | 11,706 | $1.2M |
| Prestige Wealth Management Group LLC | 0.24% | Reduce -3.6% | 11,619 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +6.2% | 11,419 | $1.1M |
| Tradewinds Capital Management, LLC | 0.30% | No change | 11,262 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +30.3% | 11,037 | $1.1M |
| Red Cedar Investment Management, LLC | 0.14% | No change | 10,843 | $1.1M |
| Cutler Investment Counsel LLC | 0.14% | Reduce -0.1% | 10,821 | $1.1M |
| Heritage Wealth Advisors | 0.05% | Add +49.0% | 10,803 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +111.4% | 10,697 | $1.1M |
| Omega Financial Group, LLC | 0.41% | Add +3.7% | 10,617 | $1.1M |
| Ruggaard & Associates LLC | 0.46% | Add +48.7% | 10,536 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.56% | Add +0.3% | 10,534 | $1.1M |
| Roble, Belko & Company, Inc | 0.17% | No change | 10,532 | $1.1M |
| Resolute Wealth Strategies, LLC | 0.54% | New | 10,400 | $1.0M |
| Security National Bank of Sioux City Iowa | 0.64% | No change | 10,398 | $1.0M |
| Macroview Investment Management LLC | 1.02% | Add +0.4% | 10,352 | $1.0M |
| Baron Wealth Management LLC | 0.50% | Reduce -49.5% | 10,343 | $1.0M |
| DeDora Capital, Inc. | 0.28% | Reduce -2.4% | 10,105 | $1.0M |
| Independent Wealth Network Inc. | 0.45% | Add +0.6% | 10,098 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +19.8% | 9,974 | $1.0M |
| Fulcrum Equity Management | 0.84% | Reduce -31.7% | 9,910 | $998K |
| Allianz Investment Management U.S. LLC | 0.07% | No change | 9,838 | $990K |
| Austin Wealth Management, LLC | 0.22% | Reduce -4.0% | 9,859 | $989K |
| Brophy Wealth Management, LLC | 0.35% | — | 9,812 | $988K |
| AQR Capital Management | 0.00% | Add +56.4% | 9,651 | $972K |
| Crown Wealth Group, LLC | 0.42% | Reduce -30.5% | 9,565 | $963K |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -18.0% | 9,563 | $963K |
| Financial Management Professionals, Inc. | 0.12% | No change | 9,556 | $962K |
| Proffitt & Goodson Inc. | 0.16% | Reduce -34.0% | 9,424 | $949K |
| HRT Financial LP | 0.00% | Reduce -68.1% | 9,403 | $946K |
| John W. Brooker & Co., CPAs | 0.42% | Reduce -8.9% | 9,058 | $912K |
| Sugarloaf Wealth Management, LLC | 0.15% | Reduce -20.3% | 9,021 | $908K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -64.5% | 8,845 | $891K |
| Prudential Financial Inc. | 0.00% | Reduce -39.5% | 8,841 | $890K |
| SYM FINANCIAL Corp | 0.12% | Add +2.1% | 8,713 | $877K |
| Principal Securities, Inc. | 0.02% | Reduce -18.4% | 8,709 | $877K |
| Essential Planning, LLC. | 0.36% | Add +1.5% | 8,605 | $866K |
| Quartz Partners, LLC | 0.54% | — | 8,528 | $859K |
| WealthCollab, LLC | 0.56% | Add +0.7% | 8,514 | $857K |
| CGC Financial Services, LLC | 0.34% | Reduce -5.5% | 8,472 | $853K |
| Per Stirling Capital Management, LLC. | 0.12% | Add +28.0% | 8,304 | $836K |
| Arbor Investment Advisors, LLC | 0.11% | Reduce -5.8% | 8,293 | $835K |
| Mutual Advisors, LLC | 0.02% | Reduce -9.8% | 8,268 | $832K |
| Planned Solutions, Inc. | 0.34% | Add +5.7% | 8,253 | $831K |
| Powell Investment Advisors, LLC | 0.39% | Reduce -3.5% | 8,216 | $827K |
| Texas Yale Capital Corp. | 0.04% | Reduce -26.5% | 8,175 | $823K |
| Marshall Financial Group, LLC | 0.20% | New | 8,119 | $817K |
| Delta Investment Management, LLC | 0.16% | New | 7,907 | $796K |
| Summit Financial, LLC | 0.03% | New | 7,857 | $791K |
| Alpha Cubed Investments, LLC | 0.04% | Add +47.7% | 7,818 | $787K |
| Focus Financial Network, Inc. | 0.03% | Add +0.3% | 7,788 | $784K |
| FinTrust Capital Advisors, LLC | 0.13% | Add +22.8% | 7,781 | $783K |
| Palumbo Wealth Management LLC | 0.30% | Add +27.0% | 7,742 | $780K |
| Citizens Financial Group Inc. | 0.02% | Add +1.4% | 7,665 | $772K |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.5% | 7,607 | $766K |
| Lodestone Wealth Management LLC | 0.38% | Add +59.9% | 7,503 | $755K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -69.0% | 7,476 | $753K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.28% | Reduce -0.8% | 7,361 | $739K |
| Addison Capital Co | 0.30% | Add +38.3% | 7,335 | $739K |
| Ascent Group, LLC | 0.06% | Reduce -9.3% | 7,328 | $738K |
| Concorde Financial Corp | 0.43% | No change | 7,210 | $726K |
| Diversify Advisory Services, LLC | 0.04% | Add +0.4% | 7,058 | $710K |
| Anchor Investment Management, LLC | 0.07% | No change | 6,950 | $700K |
| Alterna Wealth Management, Inc. | 0.63% | Add +6.3% | 6,939 | $699K |
| Encompass More Asset Management | 0.27% | Reduce -37.8% | 6,927 | $697K |
| L & S Advisors Inc | 0.08% | Reduce -7.6% | 6,925 | $697K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -51.2% | 6,916 | $696K |
| Catalyst Private Wealth, LLC | 0.34% | No change | 6,900 | $695K |
| Peak Asset Management, LLC | 0.13% | Reduce -9.6% | 6,891 | $694K |
| Rosenberg Matthew Hamilton | 0.18% | Reduce -4.6% | 6,750 | $680K |
| Watts Gwilliam & Co., LLC | 0.15% | — | 6,748 | $677K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.3% | 6,599 | $664K |
| Ascension Capital Advisors, Inc. | 0.31% | Reduce -1.6% | 6,598 | $664K |
| Jones Financial Companies LLLP | 0.00% | Add +373.1% | 6,590 | $663K |
| Spinnaker Investment Group, LLC | 0.16% | Add +9.3% | 6,534 | $658K |
| Emory University | 0.99% | New | 6,527 | $657K |
| Park Avenue Securities LLC | 0.01% | Reduce -46.2% | 6,492 | $654K |
| Modern Wealth Management, LLC | 0.04% | Reduce -1.1% | 6,463 | $651K |
| Hudson Portfolio Management LLC | 0.64% | — | 6,449 | $649K |
| Atlanta Consulting Group Advisors, LLC | 0.16% | Add +30.0% | 6,378 | $642K |
| JT Stratford LLC | 0.11% | Add +64.6% | 6,372 | $642K |
| Moneco Advisors, LLC | 0.08% | Add +75.4% | 6,338 | $638K |
| Cannon Wealth Management Services, LLC | 0.58% | — | 6,296 | $634K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -25.8% | 6,247 | $629K |
| PFG Investments, LLC | 0.04% | Add +0.7% | 6,237 | $628K |
| Archer Investment Corp | 0.17% | Reduce -4.1% | 6,105 | $615K |
| GC Wealth Management RIA, LLC | 0.11% | Add +14.8% | 6,058 | $610K |
| Motco | 0.06% | No change | 6,049 | $609K |
| LexAurum Advisors, LLC | 0.13% | Reduce -32.9% | 5,930 | $597K |
| Stratos Investment Management, LLC | 0.04% | Add +24.9% | 5,898 | $594K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -1.8% | 5,801 | $584K |
| Castle Rock Wealth Management, LLC | 0.14% | Reduce -1.7% | 5,750 | $577K |
| Philip James Wealth Mangement, LLC | 0.07% | Add +1.4% | 5,713 | $575K |
| Lionsbridge Wealth Management LLC | 0.45% | No change | 5,709 | $575K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.8% | 5,702 | $574K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -15.0% | 5,688 | $573K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 5,684 | $572K |
| Beese Fulmer Investment Management, Inc. | 0.05% | Reduce -1.7% | 5,671 | $571K |
| GYL Financial Synergies, LLC | 0.04% | No change | 5,665 | $570K |
| CW Advisors, LLC | 0.01% | New | 5,425 | $546K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +0.1% | 5,423 | $546K |
| Transcendent Capital Group LLC | 0.28% | Reduce -33.2% | 5,357 | $539K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.3% | 5,321 | $536K |
| Townsquare Capital LLC | 0.01% | Reduce -9.4% | 5,242 | $528K |
| Strait & Sound Wealth Management LLC | 0.26% | Reduce -48.5% | 5,215 | $525K |
| Mather Group, Llc. | 0.01% | Reduce -53.0% | 5,199 | $523K |
| Independent Solutions Wealth Management, LLC | 0.12% | New | 5,160 | $520K |
| Empirical Asset Management, LLC | 0.18% | Add +25.6% | 5,150 | $519K |
| Regal Investment Advisors LLC | 0.04% | Reduce -54.3% | 5,127 | $516K |
| Mountain Capital Investment Advisors Inc. | 0.11% | No change | 5,117 | $514K |
| Keystone Financial Group | 0.07% | New | 5,020 | $505K |
| St Germain D J Co. Inc. | 0.02% | No change | 5,000 | $503K |
| Enclave Advisors LLC | 0.09% | — | 4,992 | $503K |
| SilverOak Wealth Management LLC | 0.11% | Reduce -9.0% | 4,983 | $502K |
| Vima LLC | 1.03% | New | 4,974 | $501K |
| Haverford Trust Co | 0.00% | No change | 4,967 | $500K |
| Smartleaf Asset Management LLC | 0.06% | Add +17.2% | 4,959 | $499K |
| Certuity, LLC | 0.05% | Reduce -0.0% | 4,920 | $495K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.0% | 4,905 | $494K |
| TFG Advisers LLC | 0.18% | Add +6.9% | 4,839 | $487K |
| JNBA Financial Advisors | 0.05% | Add +9.4% | 4,797 | $483K |
| Mattern Wealth Management LLC | 0.11% | Add +50.0% | 4,769 | $480K |
| NWF Advisory Services Inc. | 0.07% | New | 4,764 | $480K |
| Hudock, Inc. | 0.08% | Reduce -5.0% | 4,736 | $477K |
| Meitav Investment House Ltd. | 0.01% | Reduce -5.5% | 4,757 | $477K |
| Capital Advisors Wealth Management, LLC | 0.09% | Reduce -3.7% | 4,703 | $474K |
| Edge Capital Group, LLC | 0.02% | Add +30.9% | 4,691 | $472K |
| EWG Elevate Inc. | 0.19% | Add +3.3% | 4,660 | $469K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +7.5% | 4,607 | $464K |
| Means Investment Co., Inc. | 0.05% | Reduce -8.1% | 4,573 | $460K |
| CPR Investments Inc. | 0.43% | Reduce -25.6% | 4,559 | $459K |
| Pinion Investment Advisors, LLC | 0.19% | Add +5.3% | 4,550 | $458K |
| International Private Wealth Advisors LLC | 0.66% | Reduce -2.7% | 4,502 | $453K |
| Western Wealth Management, LLC | 0.03% | No change | 4,418 | $445K |
| Ameriprise Financial Inc. | 0.00% | New | 4,397 | $443K |
| Advisory Services Network, LLC | 0.01% | No change | 4,379 | $441K |
| Simmons Bank | 0.03% | Reduce -17.9% | 4,302 | $433K |
| Keene & Associates, Inc. | 0.32% | No change | 4,230 | $426K |
| Moors & Cabot, Inc. | 0.02% | Reduce -25.1% | 4,203 | $423K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -5.5% | 4,195 | $422K |
| TrueMark Investments, LLC | 0.13% | New | 4,135 | $416K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +14.0% | 4,127 | $416K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.10% | Add +80.3% | 4,096 | $412K |
| Lantern Wealth Advisors, LLC | 0.28% | Add +1.0% | 4,073 | $410K |
| Sandy Spring Bank | 0.02% | Reduce -4.7% | 4,063 | $409K |
| Arrowroot Family Office, LLC | 0.24% | Reduce -0.3% | 4,059 | $409K |
| Kapstone Financial Advisors LLC | 0.25% | No change | 4,040 | $407K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.9% | 4,029 | $406K |
| Silverlake Wealth Management LLC | 0.16% | Add +0.0% | 4,030 | $406K |
| StrongBox Wealth, LLC | 0.17% | Reduce -20.1% | 4,008 | $404K |
| White Pine Investment CO | 0.11% | Add +3.5% | 4,007 | $403K |
| Harvest Investment Services, LLC | 0.13% | Reduce -11.3% | 3,925 | $395K |
| Sunbelt Securities, Inc. | 0.04% | No change | 3,850 | $388K |
| NewEdge Wealth, LLC | 0.01% | Reduce -17.4% | 3,721 | $375K |
| Lloyd Advisory Services, LLC. | 0.18% | Add +1.8% | 3,658 | $368K |
| Executive Wealth Management, LLC | 0.03% | Add +15.1% | 3,652 | $368K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.3% | 3,648 | $367K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 3,636 | $366K |
| Summit Asset Management, LLC | 0.04% | Reduce -33.6% | 3,629 | $365K |
| Foundry Financial Group, Inc. | 0.23% | New | 3,621 | $365K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -69.6% | 3,572 | $359K |
| Apexium Financial, LP | 0.02% | New | 3,553 | $358K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +4.0% | 3,528 | $355K |
| Richard W. Paul & Associates, LLC | 0.13% | Reduce -1.0% | 3,527 | $355K |
| Barrett & Company, Inc. | 0.15% | Add +0.6% | 3,482 | $351K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.1% | 3,457 | $348K |
| Adapt Wealth Advisors, LLC | 0.18% | No change | 3,426 | $345K |
| Tyler-Stone Wealth Management | 0.06% | Add +101.6% | 3,411 | $343K |
| Frontier Asset Management, LLC | 0.11% | Reduce -0.9% | 3,403 | $343K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.7% | 3,384 | $341K |
| Lanark Financial, Inc. | 0.03% | Reduce -25.5% | 3,361 | $338K |
| Crabel Capital Management, LLC | 0.24% | Add +57.3% | 3,329 | $335K |
| CarsonAllaria Wealth Management, Ltd. | 0.19% | Add +5.0% | 3,328 | $335K |
| Continuum Advisory, LLC | 0.04% | Add +105.1% | 3,325 | $334K |
| Power Wealth Management LLC | 0.14% | No change | 3,310 | $333K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,310 | $333K |
| Capital Insight Partners, LLC | 0.06% | Add +9.9% | 3,294 | $332K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 3,284 | $331K |
| FMR LLC | 0.00% | Reduce -27.4% | 3,274 | $330K |
| Robinswood Financial LLC | 0.12% | Reduce -14.2% | 3,262 | $328K |
| New England Private Wealth Advisors LLC | 0.05% | Add +2.6% | 3,221 | $324K |
| Weatherly Asset Management L. P. | 0.03% | No change | 3,216 | $324K |
| Main Street Financial Solutions, LLC | 0.03% | Add +3.7% | 3,167 | $319K |
| Pinnacle Associates Ltd. | 0.01% | Add +29.4% | 3,163 | $316K |
| Access Financial Services, Inc. | 0.14% | No change | 3,114 | $314K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.2% | 3,099 | $312K |
| Tru Independence Asset Management 2, LLC | 0.26% | — | 3,090 | $311K |
| Obsidian Personal Planning Solutions LLC | 0.16% | No change | 3,086 | $311K |
| Montecito Bank & Trust | 0.05% | New | 3,072 | $309K |
| Thrivent Financial for Lutherans | 0.00% | Add +24.8% | 3,016 | $304K |
| Capital Market Strategies LLC | 0.18% | No change | 3,000 | $302K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 2,975 | $300K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.0% | 2,950 | $297K |
| Unique Wealth, LLC | 0.07% | No change | 2,926 | $295K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.4% | 2,915 | $294K |
| Ade, LLC | 0.18% | Reduce -51.8% | 2,887 | $291K |
| Hilltop Holdings Inc. | 0.02% | Reduce -10.7% | 2,871 | $289K |
| Alera Investment Advisors, LLC | 0.03% | No change | 2,856 | $288K |
| Wealth Alliance, LLC | 0.03% | Reduce -11.8% | 2,840 | $286K |
| Avior Wealth Management, LLC | 0.01% | Add +1.0% | 2,836 | $286K |
| Hamilton Wealth, LLC | 0.07% | New | 2,835 | $285K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 2,818 | $284K |
| Investment Advisory Group, LLC | 0.10% | Add +0.2% | 2,800 | $282K |
| World Equity Group, Inc. | 0.10% | Reduce -32.0% | 2,765 | $278K |
| Accelerate Investment Advisors LLC | 0.27% | — | 2,762 | $278K |
| Security Financial Services, INC. | 0.06% | New | 2,736 | $275K |
| Baldwin Wealth Partners LLC | 0.02% | Add +1.9% | 2,736 | $275K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -2.4% | 2,718 | $274K |
| US Bancorp \de | 0.00% | Add +52.5% | 2,674 | $269K |
| Integrated Capital Management, LLC | 0.14% | — | 2,675 | $269K |
| Paragon Private Wealth Management, LLC | 0.13% | Add +13.0% | 2,668 | $269K |
| Linscomb Wealth, Inc. | 0.01% | No change | 2,569 | $259K |
| Argent Financial Group, Inc. | 0.03% | — | 2,550 | $257K |
| Pursue Wealth Partners LLC | 0.14% | No change | 2,516 | $253K |
| Argent Trust Co | 0.01% | No change | 2,501 | $252K |
| Advisors Capital Management, LLC | 0.00% | Add +2.9% | 2,496 | $251K |
| Heirloom Wealth Management | 0.08% | No change | 2,491 | $251K |
| Ridgewood Investments LLC | 0.13% | Reduce -0.1% | 2,490 | $251K |
| Bulltick Wealth Management, LLC | 0.06% | Reduce -3.9% | 2,450 | $247K |
| Napatree Capital LLC | 0.17% | Add +1.3% | 2,428 | $245K |
| Signal Advisors Wealth, LLC | 0.04% | New | 2,428 | $244K |
| Gibbs Wealth Management | 0.08% | Reduce -7.5% | 2,404 | $242K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -22.5% | 2,395 | $241K |
| Round Rock Advisors LLC | 0.06% | No change | 2,375 | $239K |
| Nicholas Wealth, LLC. | 0.15% | New | 2,360 | $238K |
| SageView Advisory Group, LLC | 0.01% | New | 2,331 | $235K |
| Apella Capital, LLC | 0.01% | Reduce -16.7% | 2,337 | $234K |
| Gries Financial LLC | 0.04% | Add +7.3% | 2,326 | $234K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Reduce -38.3% | 2,315 | $233K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -18.8% | 2,309 | $232K |
| 1900 Wealth Management LLC | 0.02% | Reduce -37.0% | 2,295 | $231K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -10.0% | 2,240 | $226K |
| Stephens Inc. | 0.00% | Add +6.4% | 2,240 | $226K |
| Discipline Wealth Solutions, LLC | 0.12% | New | 2,231 | $225K |
| One Plus One Wealth Management, LLC | 0.13% | No change | 2,223 | $224K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | New | 2,186 | $220K |
| Swmg, LLC | 0.09% | Reduce -85.2% | 2,189 | $220K |
| Raymond James Trust N.A. | 0.00% | Reduce -14.2% | 2,184 | $220K |
| Sanctuary Wealth Management, L.L.C. | 0.16% | Reduce -33.2% | 2,172 | $219K |
| Betterment LLC | 0.00% | Add +1.5% | 2,161 | $218K |
| GPS Wealth Strategies Group, LLC | 0.03% | New | 2,165 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.1% | 2,134 | $215K |
| POM Investment Strategies, LLC | 0.17% | Add +0.6% | 2,111 | $213K |
| Life Line Wealth Management LLC | 0.08% | Add +1.4% | 2,103 | $212K |
| Silver Oak Securities, Incorporated | 0.02% | Add +29.1% | 2,100 | $211K |
| Cresset Asset Management, LLC | 0.00% | New | 2,098 | $211K |
| United Advisor Group, LLC | 0.05% | New | 2,098 | $211K |
| Rovin Capital /Ut/ | 0.08% | New | 2,057 | $207K |
| BIP Wealth, LLC | 0.01% | No change | 2,050 | $206K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 2,037 | $205K |
| Sloy Dahl & Holst, LLC | 0.03% | Reduce -20.0% | 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 |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,930 | $194K |
| Authentikos Wealth Advisory, LLC | 0.18% | New | 1,833 | $185K |
| Colonial Trust Co / SC | 0.03% | No change | 1,795 | $181K |
| Wallace Hart LLC | 0.13% | No change | 1,702 | $171K |
| Crewe Advisors LLC | 0.02% | Add +0.4% | 1,685 | $170K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +40.8% | 1,570 | $158K |
| International Assets Investment Management, LLC | 0.01% | Reduce -1.9% | 1,507 | $152K |
| Pacific Center for Financial Services | 0.04% | No change | 1,430 | $144K |
| Bessemer Group Inc. | 0.00% | No change | 1,246 | $125K |
| Future Financial Wealth Managment LLC | 0.09% | New | 1,185 | $119K |
| New Millennium Group LLC | 0.08% | Reduce -4.1% | 1,156 | $116K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -72.3% | 1,019 | $103K |
| Planning Capital Management Corp | 0.07% | Reduce -9.6% | 1,016 | $102K |
| Optimum Investment Advisors | 0.04% | No change | 1,000 | $101K |
| Hollencrest Capital Management | 0.00% | Add +1316.2% | 963 | $97K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 930 | $94K |
| Nvwm, LLC | 0.02% | No change | 920 | $93K |
| Cape Investment Advisory, Inc. | 0.03% | Add +0.6% | 829 | $83K |
| Bellevue Asset Management, LLC | 0.04% | No change | 735 | $74K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.6% | 705 | $71K |
| Aspect Partners, LLC | 0.04% | No change | 700 | $70K |
| Wagner Wealth Management, LLC | 0.02% | No change | 608 | $61K |
| ORG Partners LLC | 0.01% | No change | 605 | $61K |
| Lummis Asset Management, LP | 0.06% | No change | 541 | $54K |
| Capital Analysts, LLC | 0.00% | Reduce -36.7% | 532 | $54K |
| Kings Path Partners LLC | 0.02% | No change | 505 | $51K |
| Tidemark, LLC | 0.02% | New | 500 | $50K |
| Ashton Thomas Securities, LLC | 0.01% | New | 494 | $50K |
| UMB Bank, n.a. | 0.00% | No change | 485 | $49K |
| Creative Financial Designs Inc. | 0.00% | Add +99.1% | 436 | $44K |
| Signaturefd, LLC | 0.00% | New | 400 | $40K |
| Oakworth Capital, Inc. | 0.00% | No change | 393 | $40K |
| AlphaMark Advisors, LLC | 0.01% | No change | 382 | $38K |
| CENTRAL TRUST Co | 0.00% | Reduce -16.0% | 372 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.0% | 352 | $35K |
| Bfsg, LLC | 0.00% | No change | 351 | $35K |
| Fortitude Family Office, LLC | 0.01% | New | 330 | $33K |
| CVA Family Office, LLC | 0.01% | New | 324 | $33K |
| M&R Capital Management Inc. | 0.01% | Reduce -53.6% | 320 | $32K |
| Financial Gravity Companies, Inc. | 0.01% | — | 303 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 299 | $30K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 298 | $30K |
| Studio Investment Management LLC | 0.01% | No change | 268 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 268 | $27K |
| Beacon Capital Management, LLC | 0.00% | Add +1034.8% | 261 | $26K |
| American National Bank & Trust | 0.00% | No change | 259 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -58.3% | 250 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $25K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -25.1% | 250 | $25K |
| Investors Research Corp | 0.01% | No change | 249 | $25K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | Reduce -98.6% | 244 | $25K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 237 | $24K |
| Oarsman Capital, Inc. | 0.00% | New | 225 | $23K |
| Arvest Investments, Inc. | 0.00% | No change | 219 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +10.2% | 216 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.5% | 206 | $21K |
| GAMMA Investing LLC | 0.00% | New | 200 | $20K |
| Element Wealth, LLC | 0.01% | No change | 189 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 180 | $18K |
| Fifth Third Bancorp | 0.00% | Add +36.5% | 172 | $17K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.2% | 167 | $17K |
| Friedenthal Financial | 0.01% | Reduce -99.7% | 146 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 124 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $10K |
| True Wealth Design, LLC | 0.00% | No change | 100 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $10K |
| Voisard Asset Management Group, Inc. | 0.00% | Reduce -91.3% | 95 | $10K |
| Cordant, Inc. | 0.00% | Add +11.6% | 77 | $8K |
| Centerpoint Advisors, LLC | 0.00% | New | 68 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 60 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -5.1% | 56 | $6K |
| Abich Financial Wealth Management LLC | 0.01% | No change | 55 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| Key Financial Inc | 0.00% | No change | 44 | $4K |
| WealthShield Partners, LLC | 0.00% | Reduce -60.8% | 42 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 41 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 28 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -65.7% | 23 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 16 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 12 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 7 | $705 |
| Hara Capital LLC | 0.00% | New | 5 | $503 |
| PSI Advisors, LLC | 0.00% | No change | 4 | $403 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $101 |
"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.