PIMCO Enhanced Short MaturitMINTETF
13F holders, Q1 2025 (March 31)691holders +2
68new positions
55sold out
4famous investors
$100.61avg. 13F price*
At the end of Q1 2025, 691 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, up 2 from Q4 2024. 68 opened new positions and 55 sold out. The largest holders were JPMorgan Chase & Co. ($2.8B), Morgan Stanley ($803.4M) and Assetmark, Inc. ($743.0M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $320.1M |
| Exits | 55 | $71.1M |
All 13F filers, Q4 2024 → Q1 2025: 14,214,262 shares bought and 3,235,504 shares sold, net +10,978,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 691 holders
| JPMorgan Chase & Co. | 0.21% | Add +15.9% | 27,665,468 | $2.8B |
| Morgan Stanley | 0.06% | Add +2.9% | 7,984,136 | $803.4M |
| Assetmark, Inc. | 2.04% | Add +2.7% | 7,384,649 | $743.0M |
| LPL Financial LLC | 0.14% | Add +19.8% | 3,580,510 | $360.3M |
| Wells Fargo & Company | 0.09% | Add +0.5% | 3,547,004 | $356.9M |
| HB Wealth Management, LLC | 2.93% | Reduce -0.3% | 3,464,529 | $348.6M |
| UBS Group AG | 0.05% | Add +10.8% | 2,125,949 | $213.9M |
| Temasek Holdings (Private) Ltd | 0.81% | New | 1,990,300 | $200.3M |
| Cwm, LLC | 0.67% | Add +2.4% | 1,663,528 | $167.4M |
| Johnson Financial Group, LLC | 17.26% | Add +85.7% | 1,625,057 | $163.5M |
| Bank of America Corp. | 0.01% | Add +4.0% | 1,196,939 | $120.4M |
| Renaissance Technologies | 0.17% | Add +24.9% | 1,143,300 | $115.0M |
| Focus Partners Wealth | 0.28% | Add +31.9% | 1,091,838 | $109.9M |
| Royal Bank of Canada | 0.02% | Add +20.5% | 763,682 | $76.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +53.2% | 723,792 | $72.8M |
| AE Wealth Management LLC | 0.61% | Add +19.3% | 723,208 | $72.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +27.5% | 713,663 | $71.8M |
| Keybank National Association | 0.28% | Add +2.9% | 700,143 | $70.4M |
| Bramshill Investments, LLC | 7.17% | Add +158.2% | 698,205 | $70.3M |
| Family Manage LLC | 10.99% | Add +3.9% | 661,337 | $66.5M |
| JFG Wealth Management, LLC | 14.84% | Add +4.9% | 648,726 | $65.3M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +5.2% | 647,561 | $65.2M |
| Stifel Financial Corp. | 0.06% | Add +13.4% | 580,117 | $58.4M |
| Mason Investment Advisory Services, Inc. | 3.24% | Reduce -7.8% | 532,723 | $53.6M |
| Krilogy Financial LLC | 3.27% | Reduce -6.3% | 501,121 | $50.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.8% | 475,617 | $47.9M |
| Truist Financial Corp. | 0.08% | Add +4.2% | 474,547 | $47.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +13.4% | 456,449 | $45.9M |
| Osaic Holdings, Inc. | 0.10% | Reduce -13.5% | 434,093 | $43.7M |
| Flaharty Asset Management, LLC | 6.27% | Add +0.5% | 431,909 | $43.5M |
| Mariner, LLC | 0.06% | Reduce -27.7% | 387,070 | $38.9M |
| Advisor OS, LLC | 4.22% | Add +63.7% | 368,266 | $37.1M |
| Leelyn Smith, LLC | 6.50% | Add +17.4% | 363,366 | $36.6M |
| MJP Associates Inc. | 6.57% | Add +67.2% | 361,697 | $36.4M |
| HighTower Advisors, LLC | 0.05% | Add +8.2% | 337,380 | $33.9M |
| Allianz Asset Management GmbH | 0.05% | Reduce -22.8% | 320,844 | $32.3M |
| TD Capital Management LLC | 3.20% | Add +1.2% | 313,499 | $31.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.5% | 306,548 | $30.8M |
| Merit Financial Group, LLC | 0.45% | Add +13.3% | 297,182 | $29.9M |
| MML Investors Services, LLC | 0.10% | Add +2.4% | 293,544 | $29.5M |
| MinichMacGregor Wealth Management, LLC | 6.49% | Add +662.6% | 287,856 | $29.0M |
| Destination Wealth Management | 0.90% | Add +1.4% | 283,616 | $28.5M |
| Proficio Capital Partners LLC | 2.19% | Reduce -7.1% | 282,601 | $28.4M |
| Waverly Advisors, LLC | 0.33% | Add +2.3% | 265,524 | $26.7M |
| Magnolia Capital Advisors LLC | 6.93% | New | 253,616 | $25.5M |
| Creative Planning | 0.02% | Reduce -3.4% | 245,934 | $24.7M |
| Private Advisor Group, LLC | 0.15% | Add +44.5% | 243,043 | $24.5M |
| Cetera Investment Advisers | 0.05% | Add +102.4% | 236,350 | $23.8M |
| Arkadios Wealth Advisors | 0.81% | Add +6.5% | 211,331 | $21.3M |
| Moment Partners, LLC | 4.06% | Add +6.3% | 203,817 | $20.5M |
| National Bank of Canada | 0.02% | Reduce -21.7% | 200,185 | $20.1M |
| Roehl & Yi Investment Advisors, LLC | 10.61% | Add +0.8% | 194,300 | $19.6M |
| B. Riley Wealth Advisors, Inc. | 0.59% | Add +1814.1% | 193,322 | $19.5M |
| Cerity Partners LLC | 0.04% | Reduce -31.2% | 190,085 | $19.1M |
| Kwmg, LLC | 1.79% | Reduce -1.8% | 175,063 | $17.6M |
| Visionary Wealth Advisors | 1.05% | Add +23.2% | 174,651 | $17.6M |
| Citigroup Inc. | 0.01% | Reduce -3.3% | 173,038 | $17.4M |
| Cornerstone Wealth Management, LLC | 1.12% | Add +3.8% | 164,535 | $16.6M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +120.2% | 154,329 | $15.5M |
| Essex Financial Services, Inc. | 1.10% | Add +2.8% | 151,571 | $15.3M |
| First Heartland Consultants, Inc. | 1.52% | Add +66.9% | 146,811 | $14.8M |
| Providence First Trust Co | 5.98% | Reduce -2.1% | 146,596 | $14.8M |
| Brookstone Capital Management | 0.21% | Add +0.7% | 144,750 | $14.6M |
| CIBC Private Wealth Group LLC | 0.03% | Add +212.5% | 144,744 | $14.5M |
| Stokes Capital Advisors, LLC | 3.65% | Add +6.6% | 142,585 | $14.3M |
| Atlantic Edge Private Wealth Management, LLC | 4.37% | Add +13.3% | 142,115 | $14.3M |
| Apexium Financial, LP | 0.78% | Add +114.1% | 130,118 | $13.1M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +52.8% | 128,512 | $12.9M |
| Comerica Bank | 0.05% | Reduce -5.4% | 128,118 | $12.9M |
| Mission Hills Financial Advisory, LLC | 8.72% | Add +9.3% | 124,804 | $12.6M |
| Delta Investment Management, LLC | 2.52% | Add +91.1% | 124,050 | $12.5M |
| Jane Street Group, LLC | 0.02% | New | 123,586 | $12.4M |
| Cibc World Market Inc. | 0.03% | Add +20.2% | 123,148 | $12.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -4.4% | 119,687 | $12.0M |
| Planned Solutions, Inc. | 4.89% | Add +3.0% | 118,392 | $11.9M |
| Quadrature Capital Ltd | 0.24% | New | 109,402 | $11.0M |
| Beacon Investment Advisory Services, Inc. | 0.51% | Reduce -13.3% | 107,510 | $10.8M |
| Harbour Investments, Inc. | 0.31% | Add +47.7% | 106,575 | $10.7M |
| Kathmere Capital Management, LLC | 0.91% | Add +11.6% | 106,546 | $10.7M |
| Roof Eidam Maycock Peralta, LLC | 2.83% | Add +4.0% | 106,177 | $10.7M |
| Nicholas Hoffman & Company, LLC. | 0.39% | Add +0.0% | 102,274 | $10.3M |
| Howland Capital Management LLC | 0.45% | Reduce -6.2% | 99,243 | $10.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +64.7% | 98,576 | $9.9M |
| Choreo, LLC | 0.15% | Reduce -1.5% | 96,681 | $9.7M |
| Adams Wealth Management | 1.89% | Add +27.5% | 95,530 | $9.6M |
| CacheTech Inc. | 1.87% | Add +35.1% | 101,248 | $9.6M |
| Values First Advisors, Inc. | 5.44% | Add +0.4% | 92,692 | $9.3M |
| Citadel Advisors | 0.01% | Add +1876.5% | 92,637 | $9.3M |
| Avion Wealth | 2.38% | No change | 92,261 | $9.3M |
| Susquehanna International Group, LLP | 0.02% | New | 91,834 | $9.2M |
| Elite Financial, Inc. | 4.80% | Add +9.1% | 90,203 | $9.1M |
| Trek Financial, LLC | 0.65% | Add +1.8% | 89,957 | $9.1M |
| Afg Fiduciary Services Limited Partnership | 6.65% | Reduce -24.5% | 90,254 | $9.0M |
| Whittier Trust Co. | 0.13% | Reduce -19.7% | 89,840 | $9.0M |
| World Investment Advisors | 0.23% | Add +133.5% | 89,470 | $9.0M |
| Buck Wealth Strategies, LLC | 1.63% | New | 89,250 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +59.3% | 88,728 | $8.9M |
| Center For Asset Management LLC | 5.44% | Add +15.9% | 88,475 | $8.9M |
| Arcadia Investment Management Corp. | 1.56% | Add +28.2% | 85,790 | $8.6M |
| Ausdal Financial Partners, Inc. | 0.64% | Add +27.4% | 84,687 | $8.5M |
| Dynamic Advisor Solutions LLC | 0.28% | Add +7.2% | 84,333 | $8.5M |
| CoreCap Advisors, LLC | 0.37% | Add +140.8% | 83,444 | $8.4M |
| Capital Management Associates, Inc | 1.90% | Add +121.2% | 83,330 | $8.4M |
| Evergreen Capital Management LLC | 0.28% | Reduce -1.5% | 82,740 | $8.3M |
| Lowe Wealth Advisors, LLC | 3.47% | Reduce -1.4% | 81,278 | $8.2M |
| Resolute Wealth Strategies, LLC | 4.54% | Reduce -4.0% | 80,818 | $8.1M |
| Alexis Investment Partners, LLC | 3.84% | Add +16.3% | 79,767 | $8.0M |
| GatePass Capital, LLC | 6.06% | Add +50.7% | 79,461 | $8.0M |
| Gladstone Institutional Advisory LLC | 0.37% | Add +30.2% | 77,916 | $7.8M |
| YHB Investment Advisors, Inc. | 0.65% | Add +3.0% | 77,675 | $7.8M |
| Cottage Street Advisors LLC | 3.84% | Add +40.4% | 76,291 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +7.4% | 76,235 | $7.7M |
| Alexander Labrunerie & Co., Inc. | 3.35% | Reduce -0.6% | 75,951 | $7.6M |
| Jmac Enterprises LLC | 1.77% | Add +1.2% | 74,003 | $7.4M |
| Mission Financial Group, LLC | 6.87% | — | 74,018 | $7.4M |
| 49 Wealth Management, LLC | 0.88% | Reduce -1.7% | 72,517 | $7.3M |
| BNP Paribas Financial Markets | 0.01% | Add +120.5% | 71,643 | $7.2M |
| Ameritas Advisory Services, LLC | 0.29% | Add +172.4% | 71,214 | $7.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +15.5% | 70,635 | $7.1M |
| Procyon Advisors, LLC | 0.42% | Reduce -0.1% | 69,296 | $7.0M |
| Flow Traders U.S. LLC | 0.29% | New | 68,958 | $6.9M |
| Parsons Capital Management Inc. | 0.38% | Add +0.3% | 68,372 | $6.9M |
| Heirloom Wealth Management | 1.96% | Add +78.0% | 67,855 | $6.8M |
| PMG Wealth Management, Inc. | 7.22% | Add +5.6% | 67,862 | $6.8M |
| Freedom Investment Management, Inc. | 0.57% | New | 67,578 | $6.8M |
| WestHill Financial Advisors, Inc. | 1.53% | Add +3.5% | 66,315 | $6.7M |
| Wedbush Securities Inc. | 0.24% | Add +10.0% | 64,866 | $6.5M |
| Wealth Alliance, LLC | 0.79% | Add +2173.6% | 64,842 | $6.5M |
| Scotia Capital Inc. | 0.03% | Add +28.4% | 64,655 | $6.5M |
| Equitable Holdings, Inc. | 0.06% | Add +39.0% | 64,153 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Reduce -24.3% | 61,939 | $6.2M |
| Atria Investments, Inc | 0.08% | Add +665.3% | 60,698 | $6.1M |
| Compass Financial Group, Inc. | 3.12% | Reduce -1.9% | 60,348 | $6.1M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -11.0% | 59,787 | $6.0M |
| BHK Investment Advisors, LLC | 2.53% | Add +7.6% | 59,573 | $6.0M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.6% | 58,916 | $5.9M |
| GeoWealth Management, LLC | 0.23% | Add +19.3% | 57,967 | $5.8M |
| Sittner & Nelson, LLC | 2.48% | Add +6.2% | 57,700 | $5.8M |
| PFW Advisors LLC | 1.82% | Reduce -34.2% | 57,686 | $5.8M |
| First Trust Advisors LP | 0.01% | Add +4.2% | 57,165 | $5.8M |
| City Center Advisors, LLC | 6.69% | Add +91.4% | 56,944 | $5.7M |
| IFP Advisors, Inc | 0.17% | Add +15.2% | 55,582 | $5.6M |
| Westside Investment Management, Inc. | 1.14% | Reduce -19.3% | 53,231 | $5.4M |
| Camelot Portfolios, LLC | 3.30% | Add +3.6% | 52,819 | $5.3M |
| Halbert Hargrove Global Advisors, LLC | 0.30% | Reduce -4.0% | 52,625 | $5.3M |
| Corient Private Wealth LP | 0.01% | Reduce -13.8% | 52,601 | $5.3M |
| Advocate Group LLC | 0.95% | Add +4.8% | 51,730 | $5.2M |
| Advocacy Wealth Management, LLC | 0.35% | Add +11.6% | 51,093 | $5.1M |
| Goodman Advisory Group, LLC | 1.55% | Reduce -7.5% | 50,377 | $5.1M |
| Uncommon Cents Investing LLC | 1.48% | Reduce -8.0% | 50,005 | $5.0M |
| Occidental Asset Management, LLC | 0.74% | Add +559.8% | 48,749 | $4.9M |
| Anchor Capital Advisors LLC | 0.15% | Reduce -8.0% | 48,741 | $4.9M |
| Csenge Advisory Group | 0.28% | Add +81.0% | 48,765 | $4.9M |
| TFB Advisors LLC | 1.40% | Reduce -3.7% | 48,439 | $4.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.07% | New | 47,700 | $4.8M |
| Montag A & Associates Inc. | 0.24% | Reduce -18.6% | 46,669 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +681.8% | 46,265 | $4.7M |
| Leavell Investment Management, Inc. | 0.23% | Reduce -2.6% | 45,758 | $4.6M |
| Klaas Financial Asset Advisors, LLC | 0.79% | Add +103.9% | 45,750 | $4.6M |
| Legacy Capital Wealth Partners, LLC | 1.13% | Reduce -2.1% | 45,743 | $4.6M |
| Strategic Investment Advisors / MI | 0.49% | Reduce -0.9% | 45,651 | $4.6M |
| Independent Financial Group, LLC | 0.16% | Add +20.9% | 45,035 | $4.5M |
| Surience Private Wealth LLC | 7.89% | Add +380.9% | 44,967 | $4.5M |
| Oceanside Advisors LLC | 3.27% | Add +5.6% | 44,883 | $4.5M |
| Apollon Wealth Management, LLC | 0.10% | Add +66.2% | 44,668 | $4.5M |
| Net Worth Advisory Group | 1.41% | Add +3.1% | 44,653 | $4.5M |
| Channel Wealth LLC | 1.39% | Reduce -26.3% | 44,545 | $4.5M |
| SOL Capital Management CO | 0.49% | Add +1.6% | 44,504 | $4.5M |
| Cim, LLC | 0.66% | Add +4.5% | 44,481 | $4.5M |
| Compound Planning, Inc. | 0.20% | Add +7.4% | 44,461 | $4.5M |
| Sigma Planning Corp | 0.14% | Add +17.7% | 44,282 | $4.5M |
| Transcendent Capital Group LLC | 2.49% | Add +721.5% | 44,008 | $4.4M |
| Bank of Montreal | 0.00% | Reduce -69.6% | 43,753 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Reduce -38.4% | 42,883 | $4.3M |
| SkyOak Wealth, LLC | 0.93% | Add +16.1% | 42,085 | $4.2M |
| WJ Interests, LLC | 1.97% | Add +120.7% | 42,029 | $4.2M |
| SFG Wealth Management, LLC. | 2.04% | Add +3.2% | 41,561 | $4.2M |
| Virtue Capital Management, LLC | 0.49% | Add +69.5% | 41,540 | $4.2M |
| Auour Investments LLC | 1.51% | Reduce -7.2% | 41,511 | $4.2M |
| StoneX Group Inc. | 0.23% | Add +38.1% | 41,370 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Add +160.1% | 41,106 | $4.1M |
| Precision Wealth Strategies, LLC | 3.15% | Reduce -1.0% | 40,977 | $4.1M |
| Clear Point Advisors Inc. | 3.69% | Add +19.3% | 40,852 | $4.1M |
| Benchmark Wealth Management, LLC | 1.98% | Add +38.3% | 40,594 | $4.1M |
| Mgo One Seven LLC | 0.16% | Reduce -11.3% | 40,442 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.8% | 40,357 | $4.1M |
| Barnes Wealth Management Group, Inc | 2.55% | Add +7.1% | 39,476 | $4.0M |
| Brown Advisory Inc. | 0.01% | Reduce -4.0% | 39,278 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -6.8% | 38,742 | $3.9M |
| Cornerstone Financial Group, LLC | 3.51% | Reduce -1.9% | 38,878 | $3.9M |
| Tounjian Advisory Partners, LLC | 0.73% | — | 38,692 | $3.9M |
| Geneos Wealth Management Inc. | 0.13% | Add +2.6% | 38,117 | $3.8M |
| Flagship Private Wealth, LLC | 1.81% | New | 37,702 | $3.8M |
| Smith Thornton Advisors LLC | 2.35% | Reduce -14.7% | 37,480 | $3.8M |
| American Institute for Advanced Investment Management, LLP | 2.86% | Add +7.4% | 37,191 | $3.7M |
| Capital Advisors Wealth Management, LLC | 0.66% | Add +6.4% | 37,182 | $3.7M |
| &partners | 0.04% | Reduce -16.9% | 37,526 | $3.7M |
| Jacobi Capital Management LLC | 0.27% | Add +5.6% | 36,836 | $3.7M |
| Brown, Lisle/Cummings, Inc. | 1.07% | Add +75.2% | 36,823 | $3.7M |
| Capital Advisors, Ltd. LLC | 0.48% | Reduce -2.4% | 36,135 | $3.6M |
| Mullaney, Keating & Wright, Inc. | 2.42% | Add +46.3% | 35,653 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -13.3% | 35,292 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -17.8% | 35,041 | $3.5M |
| VSM Wealth Advisory, LLC | 1.25% | Add +3.5% | 34,517 | $3.5M |
| Stonebridge Financial Planning Group, LLC | 1.58% | Reduce -25.1% | 34,426 | $3.5M |
| RiverTree Advisors, LLC | 2.31% | Reduce -0.1% | 34,252 | $3.4M |
| Sachetta, LLC | 1.41% | Add +8.4% | 34,153 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.0% | 34,030 | $3.4M |
| CW Advisors, LLC | 0.04% | Add +442.5% | 33,511 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +12.2% | 33,051 | $3.3M |
| Sage Rhino Capital LLC | 0.77% | Reduce -9.0% | 33,022 | $3.3M |
| Millennium Management | 0.00% | Reduce -63.3% | 32,520 | $3.3M |
| Milestone Asset Management, LLC | 0.70% | Reduce -9.1% | 32,428 | $3.3M |
| Roger Wittlin Investment Advisory, LLC | 1.87% | Add +27.5% | 31,773 | $3.2M |
| Cahill Financial Advisors Inc. | 0.43% | Add +24.3% | 31,351 | $3.2M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -0.2% | 31,349 | $3.2M |
| Muirfield Wealth Advisors LLC | 2.67% | Add +1.8% | 31,248 | $3.1M |
| Hedeker Wealth, LLC | 0.83% | Reduce -0.9% | 30,703 | $3.1M |
| PAX Financial Group, LLC | 0.54% | Add +17.9% | 30,176 | $3.0M |
| Altfest L J & Co. Inc. | 0.38% | Reduce -1.3% | 30,013 | $3.0M |
| Aviance Capital Partners, LLC | 0.42% | Add +25.7% | 29,826 | $3.0M |
| Regatta Capital Group, LLC | 0.58% | Add +87.3% | 29,624 | $3.0M |
| Spire Wealth Management | 0.10% | Add +2.8% | 29,550 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +17.3% | 29,345 | $2.9M |
| NavPoint Financial, Inc. | 2.05% | Add +76.7% | 29,021 | $2.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +5.5% | 28,459 | $2.9M |
| Lido Advisors, LLC | 0.02% | Add +22.0% | 28,181 | $2.8M |
| Synovus Financial Corp. | 0.04% | Reduce -5.9% | 28,124 | $2.8M |
| SouthState Bank Corp | 0.13% | Add +10.0% | 27,991 | $2.8M |
| MAI Capital Management | 0.02% | Reduce -11.8% | 27,951 | $2.8M |
| Novem Group | 0.39% | Add +1.9% | 27,662 | $2.8M |
| Townsquare Capital LLC | 0.03% | Add +362.4% | 27,163 | $2.7M |
| Fiduciary Trust Co | 0.04% | Add +28.4% | 27,163 | $2.7M |
| Sage Capital Management, LLC | 1.42% | Reduce -1.6% | 26,002 | $2.6M |
| TFR Capital, LLC. | 1.08% | Reduce -64.8% | 25,759 | $2.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +3.9% | 25,401 | $2.6M |
| Global View Capital Management LLC | 0.93% | New | 25,330 | $2.5M |
| Intergy Private Wealth, LLC | 0.96% | Reduce -0.8% | 25,181 | $2.5M |
| Integrity Alliance, Llc. | 0.10% | New | 25,067 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +8.9% | 25,049 | $2.5M |
| Fiduciary Alliance LLC | 0.25% | Add +2.8% | 24,798 | $2.5M |
| Integrity Wealth Solutions LLC | 1.35% | Add +9.5% | 24,773 | $2.5M |
| Sard Wealth Management Group, LLC | 1.66% | Add +1.2% | 24,636 | $2.5M |
| Financial Strategies Group, Inc. | 0.58% | Add +0.1% | 24,516 | $2.5M |
| West Michigan Advisors, LLC | 0.80% | Reduce -4.7% | 23,999 | $2.4M |
| Arete Wealth Advisors, LLC | 0.18% | Reduce -48.6% | 23,859 | $2.4M |
| Hudson Portfolio Management LLC | 2.30% | Add +47.3% | 23,847 | $2.4M |
| Macroview Investment Management LLC | 2.26% | Add +5.5% | 23,791 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.53% | Add +7.6% | 23,691 | $2.4M |
| Parr McKnight Wealth Management Group, LLC | 0.34% | Add +23.5% | 23,490 | $2.4M |
| Palumbo Wealth Management LLC | 0.79% | Add +672.1% | 23,411 | $2.4M |
| Peregrine Asset Advisers, Inc. | 0.88% | Reduce -0.2% | 23,291 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.15% | Add +16.8% | 23,195 | $2.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +44.3% | 23,187 | $2.3M |
| HCR Wealth Advisors | 0.30% | Add +11.4% | 23,070 | $2.3M |
| Clearstead Advisors, LLC | 0.03% | Reduce -91.1% | 21,988 | $2.2M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -4.3% | 21,427 | $2.2M |
| Somerset Group LLC | 1.96% | Reduce -0.6% | 21,402 | $2.2M |
| Wealthspire Retirement, LLC | 0.17% | Add +57.6% | 21,291 | $2.1M |
| Range Financial Group LLC | 0.94% | Add +13.7% | 21,123 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +609.9% | 20,545 | $2.1M |
| Klingman & Associates, LLC | 0.13% | Add +0.0% | 20,507 | $2.1M |
| Rik Saylor Financial, Inc. | 1.82% | Reduce -1.4% | 20,506 | $2.1M |
| Foundry Financial Group, Inc. | 1.26% | Add +2.3% | 20,313 | $2.0M |
| Alpha Cubed Investments, LLC | 0.09% | Add +125.3% | 20,130 | $2.0M |
| ETF Store, Inc. | 2.48% | Reduce -1.3% | 20,097 | $2.0M |
| Unified Investment Management | 2.38% | Reduce -5.1% | 20,054 | $2.0M |
| Balefire, LLC | 0.69% | New | 20,038 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -0.9% | 19,477 | $2.0M |
| Rehmann Capital Advisory Group | 0.12% | Add +6.5% | 19,340 | $1.9M |
| SteelPeak Wealth, LLC | 0.08% | Add +13.4% | 19,003 | $1.9M |
| Rollins Financial Advisors, LLC | 0.33% | Add +4.4% | 19,003 | $1.9M |
| RFG Advisory, LLC | 0.05% | Add +148.3% | 18,833 | $1.9M |
| Total Clarity Wealth Management, Inc. | 0.62% | No change | 18,848 | $1.9M |
| Good Life Advisors, LLC | 0.13% | Reduce -1.4% | 18,610 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -58.5% | 18,536 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -17.4% | 18,451 | $1.9M |
| Oak Grove Capital LLC | 0.44% | Reduce -14.0% | 18,400 | $1.9M |
| Soltis Investment Advisors LLC | 0.17% | Reduce -23.9% | 18,388 | $1.9M |
| Arrow Financial Corp | 0.21% | Reduce -10.7% | 18,379 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Add +3.6% | 18,279 | $1.8M |
| Scarborough Advisors, LLC | 0.26% | Add +3.9% | 18,269 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.7% | 18,169 | $1.8M |
| Ruggaard & Associates LLC | 0.79% | Add +36.5% | 18,028 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +16.8% | 17,970 | $1.8M |
| Proffitt & Goodson Inc. | 0.29% | Add +77.8% | 17,605 | $1.8M |
| Legacy Solutions, LLC | 1.95% | Add +4.5% | 17,571 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | Add +6.1% | 17,460 | $1.8M |
| Blair William & Co. | 0.01% | Add +7.5% | 17,452 | $1.8M |
| Signet Financial Management, LLC | 0.23% | Reduce -17.0% | 17,090 | $1.7M |
| AG Asset Advisory, LLC | 1.73% | Reduce -30.0% | 16,790 | $1.7M |
| Cedar Mountain Advisors, LLC | 0.38% | Add +2.0% | 16,686 | $1.7M |
| Power Wealth Management LLC | 0.68% | Add +732.8% | 16,639 | $1.7M |
| Birch Capital Management, LLC | 0.86% | Reduce -10.7% | 16,383 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.3% | 16,354 | $1.6M |
| Richard P Slaughter Associates Inc | 0.36% | Add +10.7% | 15,468 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +33.3% | 15,442 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +42731.4% | 14,991 | $1.5M |
| Delta Financial Group, Inc. | 0.34% | Reduce -3.5% | 14,901 | $1.5M |
| Phoenix Wealth Advisors | 0.65% | Reduce -1.0% | 14,761 | $1.5M |
| WESCAP Management Group, Inc. | 0.36% | Reduce -8.1% | 14,551 | $1.5M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -6.9% | 14,495 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | No change | 14,395 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.22% | Reduce -8.5% | 14,389 | $1.4M |
| Shayne & Jacobs, LLC | 0.35% | No change | 14,298 | $1.4M |
| Cobblestone Capital Advisors LLC | 0.08% | Add +45.9% | 14,170 | $1.4M |
| Addison Capital Co | 0.55% | Add +32.3% | 14,055 | $1.4M |
| Kanawha Capital Management LLC | 0.11% | Reduce -3.5% | 13,958 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.20% | Reduce -2.8% | 13,987 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -6.5% | 13,818 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +0.6% | 13,733 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.6% | 13,637 | $1.4M |
| Three Bridge Wealth Advisors, LLC | 0.47% | Add +1.4% | 13,482 | $1.4M |
| Summit Financial, LLC | 0.04% | Add +0.3% | 13,463 | $1.4M |
| Rossby Financial, LCC | 0.58% | Add +94.6% | 13,396 | $1.3M |
| Creative Capital Management Investments LLC | 0.51% | Reduce -8.3% | 13,247 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -1.6% | 13,247 | $1.3M |
| Simmons Bank | 0.10% | Reduce -26.9% | 13,211 | $1.3M |
| Midwest Financial Network, LLC | 1.33% | Add +13.3% | 13,187 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -1.1% | 13,078 | $1.3M |
| Fca Corp. | 0.42% | Reduce -2.1% | 13,060 | $1.3M |
| Montis Financial, LLC | 0.38% | Reduce -6.2% | 12,997 | $1.3M |
| Joel Adams & Associates, Inc. | 1.17% | Add +50.5% | 12,946 | $1.3M |
| Fullcircle Wealth LLC | 0.54% | New | 12,962 | $1.3M |
| Authentikos Wealth Advisory, LLC | 1.02% | Add +185.8% | 12,928 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -5.0% | 12,722 | $1.3M |
| Hamilton Wealth, LLC | 0.30% | Add +48.8% | 12,500 | $1.3M |
| Arbor Investment Advisors, LLC | 0.17% | Add +4.1% | 12,459 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +6.3% | 12,268 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.68% | New | 12,203 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -8.9% | 12,175 | $1.2M |
| Mayfair Advisory Group, LLC | 0.69% | Reduce -3.3% | 11,943 | $1.2M |
| Principal Securities, Inc. | 0.03% | No change | 11,944 | $1.2M |
| GC Wealth Management RIA, LLC | 0.22% | Add +96.6% | 11,843 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -1.0% | 11,825 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +0.3% | 11,539 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.9% | 11,529 | $1.2M |
| Oxinas Partners, LLC | 0.68% | New | 11,443 | $1.2M |
| Sowell Financial Services LLC | 0.05% | New | 11,338 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +86.6% | 11,329 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -66.7% | 11,372 | $1.1M |
| John W. Brooker & Co., CPAs | 0.47% | Add +39.8% | 11,298 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -17.9% | 11,272 | $1.1M |
| Norris Financial Group, LLC | 0.52% | New | 11,100 | $1.1M |
| Franklin Resources Inc. | 0.00% | No change | 11,037 | $1.1M |
| Noble Wealth Management PBC | 0.76% | Add +17.5% | 11,032 | $1.1M |
| Financial Guidance Group, Inc. | 0.59% | Reduce -3.1% | 10,944 | $1.1M |
| Red Cedar Investment Management, LLC | 0.15% | No change | 10,843 | $1.1M |
| HRT Financial LP | 0.01% | New | 10,756 | $1.1M |
| Aveo Capital Partners, LLC | 0.18% | Reduce -31.1% | 10,792 | $1.1M |
| Nautilus Advisors LLC | 0.89% | Reduce -42.3% | 10,719 | $1.1M |
| Cutler Investment Counsel LLC | 0.13% | Reduce -0.0% | 10,718 | $1.1M |
| Omega Financial Group, LLC | 0.41% | No change | 10,680 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -15.1% | 10,546 | $1.1M |
| Roble, Belko & Company, Inc | 0.17% | Reduce -0.2% | 10,513 | $1.1M |
| Triumph Capital Management | 0.35% | Reduce -3.1% | 10,438 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.76% | No change | 10,398 | $1.0M |
| Financial Management Professionals, Inc. | 0.13% | Add +8.4% | 10,306 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -8.7% | 10,162 | $1.0M |
| Intellus Advisors LLC | 0.18% | New | 10,159 | $1.0M |
| SVB Wealth LLC | 0.04% | Reduce -52.9% | 10,153 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +55.2% | 10,141 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.7% | 10,100 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -8.7% | 10,100 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -69.3% | 10,058 | $1.0M |
| Mosaic Financial Group, LLC | 0.82% | Add +5.2% | 10,037 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +194.2% | 9,966 | $1.0M |
| Essential Planning, LLC. | 0.40% | Reduce -98.2% | 9,939 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Add +198.6% | 9,917 | $998K |
| Private Trust Co. NA | 0.10% | Reduce -5.3% | 9,914 | $998K |
| Allianz Investment Management U.S. LLC | 0.05% | No change | 9,838 | $987K |
| Per Stirling Capital Management, LLC. | 0.14% | Add +15.8% | 9,796 | $986K |
| Meriwether Wealth & Planning, LLC | 0.64% | Reduce -11.8% | 9,718 | $978K |
| DeDora Capital, Inc. | 0.28% | Reduce -2.5% | 9,690 | $975K |
| SageView Advisory Group, LLC | 0.04% | Add +54.8% | 9,645 | $970K |
| Cannon Wealth Management Services, LLC | 0.86% | Add +4.8% | 9,671 | $968K |
| Smithfield Trust Co | 0.05% | Reduce -35.0% | 9,579 | $964K |
| L & S Advisors Inc | 0.14% | Add +70.5% | 9,543 | $960K |
| Quartz Partners, LLC | 0.58% | Add +8.8% | 9,526 | $959K |
| Avid Wealth Partners LLC | 0.65% | Reduce -33.3% | 9,488 | $955K |
| Independent Wealth Network Inc. | 0.38% | Reduce -8.6% | 9,479 | $954K |
| Fulcrum Equity Management | 1.04% | New | 9,460 | $952K |
| SYM FINANCIAL Corp | 0.12% | Add +5.3% | 9,384 | $944K |
| RFG Holdings, Inc. | 0.30% | New | 9,235 | $929K |
| Trivium Point Advisory, LLC | 0.12% | Reduce -41.6% | 9,227 | $928K |
| Perigon Wealth Management, LLC | 0.02% | No change | 8,989 | $904K |
| PNC Financial Services Group, Inc. | 0.00% | Add +163.6% | 8,847 | $890K |
| DAVENPORT & Co LLC | 0.01% | Reduce -30.4% | 8,847 | $890K |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -16.0% | 8,836 | $889K |
| Advisory Services Network, LLC | 0.02% | Add +163.9% | 8,824 | $888K |
| Financial Enhancement Group LLC | 0.14% | Add +252.6% | 8,808 | $884K |
| Catalyst Private Wealth, LLC | 0.43% | No change | 8,708 | $876K |
| Kovack Advisors, Inc. | 0.09% | New | 8,641 | $869K |
| WealthCollab, LLC | 0.54% | Add +0.7% | 8,627 | $868K |
| Western Wealth Management, LLC | 0.06% | Add +93.3% | 8,538 | $859K |
| Lodestone Wealth Management LLC | 0.45% | Add +4.8% | 8,391 | $844K |
| Bokf, NA | 0.01% | New | 8,374 | $843K |
| Ascent Group, LLC | 0.04% | Add +42.6% | 8,369 | $842K |
| BlueChip Wealth Advisors LLC | 0.41% | Add +130.8% | 8,291 | $834K |
| Austin Wealth Management, LLC | 0.17% | Reduce -5.3% | 8,266 | $830K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,175 | $823K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -12.9% | 8,134 | $818K |
| Park Avenue Securities LLC | 0.01% | Reduce -35.0% | 8,115 | $816K |
| Powell Investment Advisors, LLC | 0.39% | Reduce -1.2% | 7,953 | $800K |
| Accredited Wealth Management, LLC | 0.68% | Add +12.6% | 7,949 | $800K |
| Marshall Financial Group, LLC | 0.17% | Reduce -1.8% | 7,870 | $792K |
| Heritage Oak Wealth Advisors LLC | 0.35% | Reduce -79.5% | 7,765 | $781K |
| CGC Financial Services, LLC | 0.31% | Reduce -9.8% | 7,750 | $780K |
| Infinity Wealth Counsel, LLC | 0.83% | Reduce -1.3% | 7,667 | $771K |
| Citizens Financial Group Inc. | 0.01% | Add +1.2% | 7,533 | $758K |
| Diversify Advisory Services, LLC | 0.05% | Add +4.4% | 7,529 | $756K |
| Lionsbridge Wealth Management LLC | 0.66% | Add +30.0% | 7,423 | $747K |
| Kestra Investment Management, LLC | 0.01% | New | 7,308 | $735K |
| Curi Capital, LLC | 0.02% | New | 7,272 | $732K |
| Concorde Financial Corp | 0.40% | No change | 7,208 | $725K |
| Rothschild Wealth LLC | 0.20% | Reduce -9.2% | 6,990 | $703K |
| Alterna Wealth Management, Inc. | 0.53% | No change | 6,939 | $698K |
| JT Stratford LLC | 0.12% | Add +8.2% | 6,871 | $691K |
| Peak Asset Management, LLC | 0.13% | No change | 6,860 | $690K |
| Lion Street Advisors, LLC | 0.22% | Reduce -13.8% | 6,835 | $688K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.28% | Reduce -7.6% | 6,803 | $682K |
| Rosenberg Matthew Hamilton | 0.17% | No change | 6,738 | $678K |
| Atlanta Consulting Group Advisors, LLC | 0.20% | Add +25.7% | 6,704 | $675K |
| AdvisorNet Financial, Inc | 0.05% | Add +15.2% | 6,697 | $674K |
| Anchor Investment Management, LLC | 0.06% | No change | 6,650 | $669K |
| Smartleaf Asset Management LLC | 0.06% | Add +32910.0% | 6,602 | $664K |
| NWF Advisory Services Inc. | 0.09% | Reduce -2.2% | 6,587 | $663K |
| Simplicity Wealth,LLC | 0.05% | New | 6,582 | $662K |
| Emory University | 3.00% | No change | 6,527 | $657K |
| Swmg, LLC | 0.26% | Reduce -75.0% | 6,458 | $648K |
| Rwa Wealth Partners, LLC | 0.01% | New | 6,413 | $645K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.0% | 6,408 | $645K |
| Archer Investment Corp | 0.17% | Add +6.3% | 6,399 | $644K |
| Holos Integrated Wealth LLC | 0.42% | Reduce -79.3% | 6,361 | $640K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.16% | Add +5.1% | 6,309 | $635K |
| Investor's Fiduciary Advisor Network, LLC | 0.30% | Add +21.3% | 6,273 | $631K |
| EWG Elevate Inc. | 0.24% | Add +6.7% | 6,237 | $628K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.5% | 6,101 | $614K |
| World Equity Group, Inc. | 0.17% | Reduce -25.2% | 5,984 | $602K |
| Spinnaker Investment Group, LLC | 0.14% | Reduce -8.7% | 5,975 | $601K |
| HUB Investment Partners, LLC | 0.02% | New | 5,974 | $601K |
| Commerce Bank | 0.00% | Add +69.1% | 5,962 | $600K |
| Focus Financial Network, Inc. | 0.02% | Reduce -5.4% | 5,817 | $585K |
| MFA Wealth Services | 0.48% | Reduce -1.4% | 5,780 | $582K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -0.5% | 5,757 | $579K |
| Moneco Advisors, LLC | 0.06% | Add +37.2% | 5,733 | $577K |
| Keystone Financial Group | 0.06% | Add +12.5% | 5,697 | $573K |
| Friedenthal Financial | 0.34% | Add +3030.0% | 5,634 | $567K |
| PFG Investments, LLC | 0.04% | Reduce -10.7% | 5,607 | $564K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +19.4% | 5,603 | $564K |
| VestGen Advisors, LLC | 0.03% | — | 5,557 | $559K |
| Centaurus Financial, Inc. | 0.03% | Reduce -52.1% | 5,536 | $557K |
| Foster Victor Wealth Advisors, LLC | 0.04% | New | 5,531 | $554K |
| Capital Insight Partners, LLC | 0.10% | Add +44.4% | 5,452 | $549K |
| B & T Capital Management DBA Alpha Capital Management | 0.10% | Add +8.0% | 5,400 | $543K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 5,380 | $541K |
| Summa Corp. | 0.31% | Reduce -7.4% | 5,260 | $529K |
| Entrewealth, LLC | 0.41% | Reduce -2.4% | 5,256 | $529K |
| Philip James Wealth Mangement, LLC | 0.07% | Reduce -8.1% | 5,239 | $527K |
| Synergy Investment Management, LLC | 0.22% | Reduce -52.4% | 5,214 | $525K |
| Element Wealth, LLC | 0.28% | Add +2645.5% | 5,189 | $522K |
| TFG Advisers LLC | 0.19% | Add +4.0% | 5,177 | $521K |
| Integrated Wealth Concepts LLC | 0.01% | Add +70.6% | 5,137 | $517K |
| Stark Wealth Management LLC | 5.29% | Reduce -31.3% | 5,106 | $514K |
| Crown Wealth Group, LLC | 0.27% | Reduce -74.3% | 5,092 | $512K |
| Strategic Blueprint, LLC | 0.03% | Add +152.9% | 5,050 | $508K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +0.7% | 5,009 | $504K |
| Ascension Capital Advisors, Inc. | 0.23% | Reduce -24.1% | 4,969 | $500K |
| Haverford Trust Co | 0.01% | No change | 4,967 | $500K |
| Integrated Advisors Network LLC | 0.03% | Add +0.9% | 4,962 | $499K |
| Koshinski Asset Management, Inc. | 0.04% | Add +16.6% | 4,933 | $496K |
| Castle Rock Wealth Management, LLC | 0.13% | No change | 4,950 | $496K |
| Certuity, LLC | 0.05% | No change | 4,884 | $491K |
| Quest 10 Wealth Builders, Inc. | 0.52% | Add +3.2% | 4,866 | $490K |
| Regal Investment Advisors LLC | 0.04% | Reduce -3.1% | 4,803 | $483K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -8.1% | 4,800 | $483K |
| Sandy Spring Bank | 0.02% | Add +0.2% | 4,745 | $477K |
| StrongBox Wealth, LLC | 0.20% | Reduce -1.4% | 4,719 | $475K |
| Drake & Associates, LLC | 0.13% | Reduce -3.8% | 4,710 | $474K |
| Main Street Financial Solutions, LLC | 0.04% | Add +37.8% | 4,654 | $468K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.0% | 4,650 | $468K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 4,559 | $459K |
| Watts Gwilliam & Co., LLC | 0.10% | Reduce -21.6% | 4,559 | $459K |
| GWN Securities Inc. | 0.03% | New | 4,545 | $456K |
| International Private Wealth Advisors LLC | 0.43% | Add +12.1% | 4,472 | $450K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -77.6% | 4,470 | $450K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -78.1% | 4,460 | $449K |
| Empirical Asset Management, LLC | 0.15% | Reduce -0.8% | 4,420 | $445K |
| Pinnacle Associates Ltd. | 0.01% | Add +4.8% | 4,382 | $441K |
| SilverOak Wealth Management LLC | 0.09% | No change | 4,319 | $435K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -27.9% | 4,308 | $433K |
| Advisor Resource Council | 0.03% | New | 4,534 | $427K |
| Moors & Cabot, Inc. | 0.02% | Add +0.3% | 4,215 | $424K |
| JNBA Financial Advisors | 0.04% | Reduce -14.5% | 4,193 | $422K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -3.4% | 4,186 | $421K |
| Silverlake Wealth Management LLC | 0.16% | Add +3.1% | 4,156 | $418K |
| White Pine Investment CO | 0.11% | Reduce -0.6% | 4,157 | $418K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.6% | 4,092 | $412K |
| Hudock, Inc. | 0.07% | Reduce -3.3% | 4,090 | $412K |
| Harvest Investment Services, LLC | 0.11% | Add +57.5% | 4,040 | $407K |
| Capital Market Strategies LLC | 0.27% | No change | 4,000 | $402K |
| Moloney Securities Asset Management, LLC | 0.05% | New | 3,997 | $402K |
| Pinion Investment Advisors, LLC | 0.09% | Reduce -13.3% | 3,943 | $397K |
| Hilltop Holdings Inc. | 0.03% | Reduce -79.5% | 3,940 | $396K |
| Valley Brook Capital Group, Inc. | 0.31% | New | 3,888 | $391K |
| Two Sigma Securities, LLC | 0.06% | New | 3,855 | $388K |
| Sunbelt Securities, Inc. | 0.03% | No change | 3,850 | $387K |
| Wealthfront Advisers LLC | 0.00% | Reduce -19.9% | 3,832 | $386K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,825 | $385K |
| Crabel Capital Management, LLC | 0.41% | New | 3,811 | $383K |
| POM Investment Strategies, LLC | 0.45% | Reduce -10.2% | 3,785 | $381K |
| Grantvest Financial Group LLC | 0.30% | Reduce -4.4% | 3,736 | $376K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -31.5% | 3,727 | $375K |
| Access Financial Services, Inc. | 0.15% | Add +16.6% | 3,697 | $372K |
| Wealth Advisory Solutions, LLC | 0.10% | New | 3,669 | $369K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +170.6% | 3,648 | $367K |
| Paulson Wealth Management Inc. | 0.10% | No change | 3,640 | $366K |
| BridgePort Financial Solutions, LLC | 0.16% | New | 3,608 | $363K |
| Mather Group, Llc. | 0.00% | Reduce -0.6% | 3,534 | $356K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.9% | 3,524 | $355K |
| Lloyd Advisory Services, LLC. | 0.18% | Reduce -13.7% | 3,494 | $352K |
| Mattern Wealth Management LLC | 0.08% | Add +40.9% | 3,447 | $347K |
| CarsonAllaria Wealth Management, Ltd. | 0.20% | Add +1.2% | 3,446 | $347K |
| Kings Path Partners LLC | 0.17% | Add +582.0% | 3,444 | $347K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -65.5% | 3,423 | $344K |
| XTX Topco Ltd | 0.02% | New | 3,386 | $341K |
| Headlands Technologies LLC | 0.04% | Reduce -8.1% | 3,385 | $341K |
| Baron Wealth Management LLC | 0.15% | Reduce -35.6% | 3,345 | $337K |
| New England Private Wealth Advisors LLC | 0.05% | Add +1.2% | 3,303 | $332K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -34.4% | 3,274 | $329K |
| Weatherly Asset Management L. P. | 0.03% | No change | 3,116 | $314K |
| Tru Independence Asset Management 2, LLC | 0.23% | No change | 3,090 | $311K |
| Obsidian Personal Planning Solutions LLC | 0.14% | No change | 3,086 | $310K |
| Florida Trust Wealth Management Co | 0.01% | New | 3,076 | $310K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 3,075 | $309K |
| Robinswood Financial LLC | 0.11% | No change | 3,065 | $308K |
| FMR LLC | 0.00% | Add +18.6% | 3,042 | $306K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,010 | $303K |
| North Forty Two & Co. | 0.33% | No change | 2,996 | $301K |
| Continuum Advisory, LLC | 0.04% | Add +7.6% | 2,995 | $301K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.2% | 2,988 | $301K |
| Lanark Financial, Inc. | 0.03% | — | 2,961 | $297K |
| Gibbs Wealth Management | 0.07% | Reduce -3.4% | 2,950 | $297K |
| Encompass More Asset Management | 0.09% | New | 2,881 | $290K |
| LexAurum Advisors, LLC | 0.06% | Reduce -17.9% | 2,878 | $290K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.8% | 2,887 | $290K |
| US Bancorp \de | 0.00% | Add +32.1% | 2,856 | $287K |
| Accelerate Investment Advisors LLC | 0.24% | Add +1.2% | 2,832 | $285K |
| Investment Advisory Group, LLC | 0.09% | Add +0.2% | 2,811 | $283K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,809 | $283K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 2,794 | $281K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | Add +25.8% | 2,753 | $277K |
| Dividend Assets Capital, LLC | 0.05% | New | 2,727 | $274K |
| Means Investment Co., Inc. | 0.03% | Reduce -34.4% | 2,699 | $272K |
| RPg Family Wealth Advisory, LLC | 0.08% | New | 2,673 | $269K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -8.1% | 2,593 | $261K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -29.9% | 2,582 | $260K |
| Linscomb Wealth, Inc. | 0.01% | No change | 2,569 | $258K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -4.5% | 2,565 | $258K |
| Integrated Capital Management, LLC | 0.14% | Reduce -4.6% | 2,556 | $257K |
| Heritage Trust Co | 0.03% | No change | 2,550 | $257K |
| Argent Trust Co | 0.01% | Reduce -19.4% | 2,501 | $252K |
| Tradewinds Capital Management, LLC | 0.07% | Reduce -76.6% | 2,500 | $252K |
| MAS Advisors LLC | 0.38% | New | 2,477 | $249K |
| Napatree Capital LLC | 0.14% | No change | 2,458 | $247K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -32.7% | 2,442 | $246K |
| Advisors Capital Management, LLC | 0.00% | Reduce -0.9% | 2,433 | $245K |
| Barrett & Company, Inc. | 0.11% | Reduce -30.5% | 2,432 | $245K |
| Tyler-Stone Wealth Management | 0.04% | Reduce -0.7% | 2,364 | $238K |
| ABLE Financial Group, LLC | 0.07% | Reduce -8.7% | 2,344 | $236K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 2,280 | $229K |
| Silver Oak Securities, Incorporated | 0.02% | Add +8.6% | 2,279 | $229K |
| Betterment LLC | 0.00% | Reduce -2.5% | 2,264 | $228K |
| Apella Capital, LLC | 0.01% | Reduce -32.7% | 2,258 | $226K |
| Richard W. Paul & Associates, LLC | 0.09% | Reduce -28.0% | 2,229 | $224K |
| Ade, LLC | 0.13% | No change | 2,220 | $223K |
| Leisure Capital Management | 0.09% | Reduce -84.9% | 2,210 | $222K |
| Life Line Wealth Management LLC | 0.08% | Add +1.2% | 2,156 | $217K |
| CENTRAL TRUST Co | 0.01% | Add +69.2% | 2,152 | $217K |
| 1900 Wealth Management LLC | 0.02% | Add +0.5% | 2,150 | $216K |
| Savvy Advisors, Inc. | 0.02% | New | 2,140 | $215K |
| Stewardship Advisors, LLC | 0.06% | New | 2,129 | $214K |
| Mezzasalma Advisors, LLC | 0.07% | Add +1.2% | 2,119 | $213K |
| Herold Advisors, Inc. | 0.05% | New | 2,100 | $211K |
| Oakworth Capital, Inc. | 0.01% | New | 2,055 | $207K |
| Mission Wealth Management, LP | 0.01% | Reduce -17.0% | 2,052 | $207K |
| BIP Wealth, LLC | 0.01% | No change | 2,050 | $206K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 2,037 | $205K |
| United Advisor Group, LLC | 0.04% | New | 2,030 | $204K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -0.7% | 2,025 | $204K |
| NorthRock Partners, LLC | 0.01% | Reduce -34.5% | 2,019 | $203K |
| CPR Investments Inc. | 0.18% | New | 2,007 | $202K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,005 | $202K |
| Paragon Private Wealth Management, LLC | 0.09% | Reduce -32.3% | 2,002 | $201K |
| Sloy Dahl & Holst, LLC | 0.04% | 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 |
| McNamara Financial Services, Inc. | 0.04% | New | 1,998 | $201K |
| Everpar Advisors LLC | 0.11% | New | 1,994 | $201K |
| New Millennium Group LLC | 0.12% | Add +17.6% | 1,770 | $178K |
| Harbor Investment Advisory, LLC | 0.02% | Add +882.8% | 1,769 | $178K |
| Crewe Advisors LLC | 0.02% | Add +0.4% | 1,699 | $171K |
| Olde Wealth Management, LLC | 0.06% | New | 1,667 | $167K |
| Ameriflex Group, Inc. | 0.07% | Reduce -0.3% | 1,589 | $160K |
| Parallel Advisors, LLC | 0.00% | Reduce -75.3% | 1,550 | $156K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,519 | $153K |
| Arlington Trust Co LLC | 0.03% | New | 1,514 | $152K |
| LRI Investments, LLC | 0.01% | New | 1,493 | $150K |
| Pacific Center for Financial Services | 0.04% | No change | 1,430 | $144K |
| Hollencrest Capital Management | 0.01% | Reduce -1.1% | 1,207 | $121K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.5% | 1,166 | $117K |
| ORG Partners LLC | 0.03% | Reduce -3.0% | 1,113 | $112K |
| Bessemer Group Inc. | 0.00% | Reduce -13.3% | 1,080 | $109K |
| Future Financial Wealth Managment LLC | 0.08% | No change | 1,025 | $103K |
| 1 North Wealth Services LLC | 0.05% | Reduce -99.1% | 1,006 | $101K |
| Optimum Investment Advisors | 0.05% | No change | 1,000 | $101K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -48.8% | 977 | $98K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.6% | 955 | $96K |
| Nvwm, LLC | 0.02% | No change | 920 | $93K |
| Colonial Trust Co / SC | 0.01% | No change | 920 | $93K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -5.4% | 880 | $89K |
| Capital Analysts, LLC | 0.00% | Add +50.5% | 805 | $81K |
| Bellevue Asset Management, LLC | 0.04% | No change | 735 | $74K |
| Aspect Partners, LLC | 0.04% | No change | 700 | $70K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -58.9% | 618 | $62K |
| Wagner Wealth Management, LLC | 0.02% | Reduce -1.1% | 601 | $60K |
| Lummis Asset Management, LP | 0.04% | No change | 541 | $54K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 538 | $54K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 493 | $50K |
| Aventura Private Wealth, LLC | 0.02% | New | 452 | $45K |
| Longview Financial Advisors LLC | 0.03% | Add +0.8% | 388 | $39K |
| Beacon Capital Management, LLC | 0.01% | Add +145.5% | 383 | $39K |
| Fifth Third Bancorp | 0.00% | Add +200.8% | 379 | $38K |
| CX Institutional | 0.00% | New | 377 | $38K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 359 | $36K |
| Disciplina Capital Management LLC | 0.01% | No change | 355 | $36K |
| Bfsg, LLC | 0.00% | No change | 351 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 328 | $33K |
| CVA Family Office, LLC | 0.01% | No change | 324 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 305 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 299 | $30K |
| Maryland Capital Advisors Inc. | 0.01% | Reduce -93.2% | 280 | $28K |
| Studio Investment Management LLC | 0.01% | No change | 268 | $27K |
| American National Bank & Trust | 0.00% | No change | 259 | $26K |
| Park Square Financial Group, LLC | 0.02% | Reduce -79.8% | 256 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $25K |
| Investors Research Corp | 0.01% | No change | 249 | $25K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -6.8% | 231 | $23K |
| Clarity Asset Management, Inc. | 0.01% | Add +961.9% | 223 | $22K |
| Morris Financial Concepts, Inc. | 0.01% | New | 213 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 200 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 174 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.2% | 171 | $17K |
| First Community Trust NA | 0.01% | No change | 167 | $17K |
| Costello Asset Management, INC | 0.01% | New | 145 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| Compass Wealth Management LLC | 0.00% | New | 137 | $14K |
| Arvest Investments, Inc. | 0.00% | No change | 132 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 124 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -61.1% | 110 | $11K |
| Dogwood Wealth Management LLC | 0.01% | New | 109 | $11K |
| 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 |
| Y.D. More Investments Ltd | 0.00% | New | 99 | $10K |
| NewSquare Capital LLC | 0.00% | Reduce -93.8% | 95 | $10K |
| Cordant, Inc. | 0.00% | Add +10.7% | 93 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | — | 83 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -64.1% | 75 | $8K |
| PMV Capital Advisers, LLC | 0.02% | New | 72 | $7K |
| Caldwell Trust Co | 0.00% | No change | 72 | $7K |
| Godsey & Gibb, Inc. | 0.00% | New | 72 | $7K |
| Luminist Capital LLC | 0.01% | No change | 72 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Add +5700.0% | 58 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| Key Financial Inc | 0.00% | No change | 44 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 39 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| Anfield Capital Management, LLC | 0.00% | Reduce -97.8% | 29 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 24 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 23 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 23 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 18 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 17 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 16 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 14 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 12 | $1K |
| Hara Capital LLC | 0.00% | No change | 5 | $503 |
| PSI Advisors, LLC | 0.00% | No change | 4 | $402 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $103 |
"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.