PIMCO Enhanced Short MaturitMINTETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 694 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, up 3 from Q1 2025. 59 opened new positions and 53 sold out. The largest holders were JPMorgan Chase & Co. ($2.8B), Morgan Stanley ($873.4M) and Assetmark, Inc. ($778.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Enhanced Short Maturit
- CUSIP
- 72201R833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $104.4M |
| Exits | 53 | $359.8M |
All 13F filers, Q1 2025 → Q2 2025: 8,731,471 shares bought and 9,055,319 shares sold, net −323,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 694 holders
| JPMorgan Chase & Co. | 0.20% | Add +2.3% | 28,287,262 | $2.8B |
| Morgan Stanley | 0.06% | Add +8.8% | 8,687,424 | $873.4M |
| Assetmark, Inc. | 1.84% | Add +4.9% | 7,746,618 | $778.8M |
| Wells Fargo & Company | 0.09% | Add +15.9% | 4,111,810 | $413.4M |
| LPL Financial LLC | 0.13% | Add +7.2% | 3,837,339 | $385.8M |
| UBS Group AG | 0.05% | Add +13.3% | 2,408,957 | $242.2M |
| Johnson Financial Group, LLC | 15.42% | Reduce -0.4% | 1,618,365 | $162.7M |
| Cwm, LLC | 0.52% | Reduce -11.1% | 1,479,600 | $148.8M |
| HB Wealth Management, LLC | 1.17% | Reduce -57.9% | 1,457,247 | $146.5M |
| Bank of America Corp. | 0.01% | Add +18.7% | 1,420,490 | $142.8M |
| Focus Partners Wealth | 0.24% | Add +0.5% | 1,096,969 | $110.3M |
| Royal Bank of Canada | 0.02% | Add +24.2% | 948,751 | $95.4M |
| Bramshill Investments, LLC | 9.67% | Add +31.8% | 919,962 | $92.5M |
| Osaic Holdings, Inc. | 0.15% | Add +97.9% | 859,114 | $86.4M |
| AE Wealth Management LLC | 0.63% | Add +17.6% | 850,582 | $85.5M |
| Proficio Capital Partners LLC | 4.77% | Add +169.9% | 762,785 | $76.7M |
| Keybank National Association | 0.27% | Add +3.6% | 725,224 | $72.9M |
| MJP Associates Inc. | 10.10% | Add +87.3% | 677,265 | $68.1M |
| Advisor OS, LLC | 6.57% | Add +80.2% | 663,740 | $66.7M |
| JFG Wealth Management, LLC | 13.69% | Add +0.3% | 650,864 | $65.4M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -15.5% | 611,502 | $61.5M |
| Family Manage LLC | 8.78% | Reduce -13.1% | 574,722 | $57.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -24.8% | 536,533 | $53.9M |
| Raymond James Financial Inc. | 0.02% | Add +11.1% | 528,237 | $53.1M |
| Stifel Financial Corp. | 0.05% | Reduce -9.1% | 527,071 | $53.0M |
| Krilogy Financial LLC | 3.01% | Add +4.3% | 522,424 | $52.5M |
| Mason Investment Advisory Services, Inc. | 2.66% | Reduce -9.0% | 484,919 | $48.8M |
| Truist Financial Corp. | 0.07% | Add +1.5% | 481,741 | $48.4M |
| Mariner, LLC | 0.07% | Add +17.9% | 456,395 | $45.9M |
| Flaharty Asset Management, LLC | 6.20% | Add +4.4% | 450,775 | $45.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -4.8% | 434,489 | $43.5M |
| Retirement Income Solutions, Inc. | 7.62% | New | 413,332 | $41.6M |
| Leelyn Smith, LLC | 6.11% | Add +1.9% | 370,380 | $37.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -42.8% | 370,197 | $37.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +16.0% | 355,463 | $35.7M |
| HighTower Advisors, LLC | 0.04% | Add +1.0% | 340,770 | $34.3M |
| Merit Financial Group, LLC | 0.35% | Add +5.6% | 313,940 | $31.6M |
| TD Capital Management LLC | 2.85% | Reduce -4.2% | 300,490 | $30.2M |
| Visionary Wealth Advisors | 1.50% | Add +67.2% | 291,994 | $29.4M |
| Destination Wealth Management | 0.86% | Add +2.5% | 290,716 | $29.2M |
| MML Investors Services, LLC | 0.08% | Reduce -1.0% | 290,591 | $29.2M |
| Waverly Advisors, LLC | 0.30% | Add +2.2% | 271,320 | $27.3M |
| National Bank of Canada | 0.03% | Add +22.4% | 245,028 | $24.6M |
| Delta Investment Management, LLC | 4.64% | Add +93.6% | 240,174 | $24.1M |
| Mercer Global Advisors Inc. | 0.05% | Add +209.2% | 235,706 | $23.7M |
| Creative Planning | 0.02% | Reduce -6.7% | 229,419 | $23.1M |
| Private Advisor Group, LLC | 0.12% | Reduce -6.9% | 226,227 | $22.7M |
| Arkadios Wealth Advisors | 0.62% | Reduce -2.9% | 205,238 | $20.6M |
| Moment Partners, LLC | 3.86% | Add +0.5% | 204,750 | $20.6M |
| Roehl & Yi Investment Advisors, LLC | 10.26% | Add +2.6% | 199,365 | $20.0M |
| NewEdge Advisors, LLC | 0.10% | Add +66.1% | 198,805 | $20.0M |
| Stokes Capital Advisors, LLC | 4.61% | Add +31.4% | 187,433 | $18.8M |
| Arcadia Investment Management Corp. | 3.01% | Add +118.0% | 187,065 | $18.8M |
| Kwmg, LLC | 1.68% | Add +1.4% | 177,590 | $17.9M |
| Citigroup Inc. | 0.01% | Add +0.5% | 173,972 | $17.5M |
| Atlantic Edge Private Wealth Management, LLC | 4.79% | Add +22.1% | 173,554 | $17.4M |
| Montag A & Associates Inc. | 0.85% | Add +271.6% | 173,426 | $17.4M |
| MinichMacGregor Wealth Management, LLC | 3.72% | Reduce -39.9% | 172,872 | $17.4M |
| Cornerstone Wealth Management, LLC | 1.02% | Add +1.3% | 166,714 | $16.8M |
| BNP Paribas Financial Markets | 0.01% | Add +131.6% | 165,922 | $16.7M |
| First Heartland Consultants, Inc. | 1.39% | Add +5.9% | 155,416 | $15.6M |
| Mgo One Seven LLC | 0.49% | Add +273.1% | 150,881 | $15.2M |
| Providence First Trust Co | 5.20% | Reduce -0.1% | 146,387 | $14.7M |
| Harbour Investments, Inc. | 0.36% | Add +32.9% | 141,590 | $14.2M |
| Mission Hills Financial Advisory, LLC | 8.76% | Add +12.5% | 140,439 | $14.1M |
| Cetera Investment Advisers | 0.02% | Reduce -41.0% | 139,406 | $14.0M |
| Goodman Advisory Group, LLC | 4.76% | Add +176.4% | 139,234 | $14.0M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -4.2% | 138,701 | $13.9M |
| Brookstone Capital Management | 0.18% | Reduce -4.6% | 138,033 | $13.9M |
| Essex Financial Services, Inc. | 0.88% | Reduce -12.1% | 133,259 | $13.4M |
| Comerica Bank | 0.05% | Reduce -0.9% | 126,933 | $12.8M |
| Cerity Partners LLC | 0.02% | Reduce -35.1% | 123,413 | $12.4M |
| Citadel Advisors | 0.01% | Add +32.5% | 122,701 | $12.3M |
| Apexium Financial, LP | 0.63% | Reduce -9.0% | 118,372 | $11.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +11.2% | 109,601 | $11.0M |
| Roof Eidam Maycock Peralta, LLC | 2.72% | Add +3.2% | 109,571 | $11.0M |
| Buck Wealth Strategies, LLC | 1.64% | Add +20.0% | 107,104 | $10.8M |
| Evergreen Capital Management LLC | 0.32% | Add +27.9% | 105,816 | $10.6M |
| Flagship Private Wealth, LLC | 4.39% | Add +172.2% | 102,612 | $10.3M |
| Nicholas Hoffman & Company, LLC. | 0.27% | Reduce -0.0% | 102,235 | $10.3M |
| Camelot Portfolios, LLC | 5.99% | Add +88.2% | 99,397 | $10.0M |
| Resolute Wealth Strategies, LLC | 5.25% | Add +20.5% | 97,361 | $9.8M |
| Howland Capital Management LLC | 0.39% | Reduce -2.9% | 96,330 | $9.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +7.5% | 95,379 | $9.6M |
| Ausdal Financial Partners, Inc. | 0.64% | Add +12.3% | 95,066 | $9.6M |
| Estate Counselors, LLC | 0.92% | New | 92,655 | $9.3M |
| Values First Advisors, Inc. | 5.07% | Reduce -0.1% | 92,624 | $9.3M |
| Elite Financial, Inc. | 4.57% | Add +2.6% | 92,583 | $9.3M |
| Afg Fiduciary Services Limited Partnership | 5.91% | Add +1.5% | 91,600 | $9.2M |
| Choreo, LLC | 0.13% | Reduce -7.7% | 89,231 | $9.0M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +4.5% | 88,088 | $8.9M |
| Cottage Street Advisors LLC | 4.52% | Add +13.3% | 86,433 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -32.9% | 86,175 | $8.7M |
| Beacon Investment Advisory Services, Inc. | 0.38% | Reduce -19.9% | 86,173 | $8.7M |
| CacheTech Inc. | 1.58% | Reduce -15.6% | 85,482 | $8.6M |
| Avion Wealth | 1.94% | Reduce -8.3% | 84,612 | $8.5M |
| Jane Street Group, LLC | 0.01% | Reduce -31.7% | 84,433 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +153.9% | 83,926 | $8.4M |
| Lowe Wealth Advisors, LLC | 3.26% | Add +2.3% | 83,177 | $8.4M |
| Trek Financial, LLC | 0.56% | Reduce -7.9% | 82,854 | $8.3M |
| Cibc World Market Inc. | 0.02% | Reduce -33.7% | 81,663 | $8.2M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +4.7% | 81,584 | $8.2M |
| Wedbush Securities Inc. | 0.29% | Add +25.7% | 81,514 | $8.2M |
| Procyon Advisors, LLC | 0.77% | Add +16.7% | 80,838 | $8.1M |
| GatePass Capital, LLC | 5.39% | Add +0.5% | 79,832 | $8.0M |
| Kathmere Capital Management, LLC | 0.61% | Reduce -25.5% | 79,356 | $8.0M |
| YHB Investment Advisors, Inc. | 0.59% | Reduce -1.9% | 76,170 | $7.7M |
| Whittier Trust Co. | 0.09% | Reduce -15.2% | 76,171 | $7.7M |
| Center For Asset Management LLC | 4.68% | Reduce -14.8% | 75,395 | $7.6M |
| Alexander Labrunerie & Co., Inc. | 3.11% | Reduce -1.7% | 74,673 | $7.5M |
| Ameritas Advisory Services, LLC | 0.39% | Add +3.6% | 73,775 | $7.4M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +23.1% | 73,585 | $7.4M |
| Adams Wealth Management | 1.40% | Reduce -23.3% | 73,243 | $7.4M |
| Financial Advocates Investment Management | 0.60% | New | 73,073 | $7.3M |
| PMG Wealth Management, Inc. | 6.05% | Add +7.8% | 73,152 | $7.3M |
| Channel Wealth LLC | 2.07% | Add +63.4% | 72,773 | $7.3M |
| Apollon Wealth Management, LLC | 0.14% | Add +60.8% | 71,834 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -77.9% | 70,849 | $7.1M |
| VestGen Advisors, LLC | 0.28% | Add +1164.4% | 70,265 | $7.1M |
| WestHill Financial Advisors, Inc. | 1.49% | Add +5.3% | 69,830 | $7.0M |
| Jmac Enterprises LLC | 1.48% | Reduce -6.9% | 68,929 | $6.9M |
| Heirloom Wealth Management | 1.83% | Add +1.6% | 68,927 | $6.9M |
| IFP Advisors, Inc | 0.19% | Add +18.6% | 65,905 | $6.6M |
| Planned Solutions, Inc. | 2.54% | Reduce -44.4% | 65,803 | $6.6M |
| Parsons Capital Management Inc. | 0.40% | Reduce -5.1% | 64,895 | $6.5M |
| Scotia Capital Inc. | 0.03% | Add +0.1% | 64,692 | $6.5M |
| GeoWealth Management, LLC | 0.25% | Add +10.5% | 64,072 | $6.4M |
| Alexis Investment Partners, LLC | 2.68% | Reduce -22.4% | 61,861 | $6.2M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -12.9% | 61,518 | $6.2M |
| PFW Advisors LLC | 1.90% | Add +6.6% | 61,479 | $6.2M |
| TD Waterhouse Canada Inc. | 0.04% | Add +109.2% | 61,378 | $6.1M |
| Advocacy Wealth Management, LLC | 0.37% | Add +17.7% | 60,128 | $6.0M |
| Occidental Asset Management, LLC | 0.83% | Add +23.3% | 60,119 | $6.0M |
| Global Retirement Partners, LLC | 0.15% | — | 59,839 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 59,788 | $6.0M |
| BHK Investment Advisors, LLC | 2.35% | Add +0.2% | 59,703 | $6.0M |
| Equitable Holdings, Inc. | 0.05% | Reduce -7.3% | 59,469 | $6.0M |
| Sittner & Nelson, LLC | 2.38% | Add +2.1% | 58,908 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -62.1% | 58,494 | $5.9M |
| Compass Financial Group, Inc. | 2.87% | Reduce -5.6% | 56,966 | $5.7M |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 56,854 | $5.7M |
| 49 Wealth Management, LLC | 0.60% | Reduce -22.4% | 56,251 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +39.3% | 56,222 | $5.7M |
| D.A. Davidson & Co. | 0.04% | Reduce -9.8% | 55,852 | $5.6M |
| Wealth Alliance, LLC | 0.61% | Reduce -16.8% | 53,960 | $5.4M |
| Old Mission Capital LLC | 0.14% | New | 53,243 | $5.4M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Add +23.9% | 53,120 | $5.3M |
| City Center Advisors, LLC | 5.63% | Reduce -8.2% | 52,263 | $5.3M |
| Advocate Group LLC | 0.93% | Add +0.5% | 51,986 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +407.5% | 51,468 | $5.2M |
| NavPoint Financial, Inc. | 3.10% | Add +75.8% | 51,013 | $5.1M |
| Halbert Hargrove Global Advisors, LLC | 0.27% | Reduce -3.6% | 50,714 | $5.1M |
| Uncommon Cents Investing LLC | 1.36% | Add +1.4% | 50,710 | $5.1M |
| Westside Investment Management, Inc. | 0.94% | Reduce -5.1% | 50,512 | $5.1M |
| Cahill Financial Advisors Inc. | 0.62% | Add +59.0% | 49,843 | $5.0M |
| Oceanside Advisors LLC | 3.34% | Add +10.6% | 49,637 | $5.0M |
| Corient Private Wealth LP | 0.01% | Reduce -6.1% | 49,398 | $5.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.06% | Add +2.8% | 49,032 | $4.9M |
| Bank of Montreal | 0.00% | Add +10.1% | 48,168 | $4.8M |
| TFB Advisors LLC | 1.24% | Reduce -2.5% | 47,253 | $4.8M |
| Magnolia Capital Advisors LLC | 1.18% | Reduce -81.6% | 46,651 | $4.7M |
| World Investment Advisors | 0.11% | Reduce -48.2% | 46,374 | $4.7M |
| Sigma Planning Corp | 0.14% | Add +3.7% | 45,914 | $4.6M |
| Compound Planning, Inc. | 0.17% | Add +2.5% | 45,588 | $4.6M |
| Independent Financial Group, LLC | 0.13% | Add +0.5% | 45,271 | $4.6M |
| Strategic Investment Advisors / MI | 0.44% | Reduce -1.6% | 44,928 | $4.5M |
| Geneos Wealth Management Inc. | 0.11% | Add +17.3% | 44,722 | $4.5M |
| Capital Advisors Wealth Management, LLC | 0.70% | Add +18.5% | 44,052 | $4.4M |
| Cim, LLC | 0.59% | Reduce -1.9% | 43,617 | $4.4M |
| Klaas Financial Asset Advisors, LLC | 0.68% | Reduce -6.8% | 42,620 | $4.3M |
| RFG Holdings, Inc. | 1.21% | Add +350.8% | 41,627 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +18.7% | 41,581 | $4.2M |
| SkyOak Wealth, LLC | 0.84% | Reduce -1.4% | 41,501 | $4.2M |
| Legacy Capital Wealth Partners, LLC | 0.95% | Reduce -9.4% | 41,439 | $4.2M |
| Capital Management Associates, Inc | 1.31% | Reduce -50.6% | 41,184 | $4.1M |
| Leavell Investment Management, Inc. | 0.18% | Reduce -10.4% | 40,979 | $4.1M |
| Auour Investments LLC | 1.41% | Reduce -1.6% | 40,855 | $4.1M |
| SOL Capital Management CO | 0.40% | Reduce -8.4% | 40,759 | $4.1M |
| Curi Capital, LLC | 0.08% | Add +455.7% | 40,410 | $4.1M |
| Power Wealth Management LLC | 1.56% | Add +142.5% | 40,348 | $4.1M |
| Barnes Wealth Management Group, Inc | 2.37% | Add +1.2% | 39,964 | $4.0M |
| Cornerstone Financial Group, LLC | 3.41% | Add +2.6% | 39,888 | $4.0M |
| StoneX Group Inc. | 0.19% | Reduce -4.5% | 39,511 | $4.0M |
| Smith Thornton Advisors LLC | 2.27% | Add +4.7% | 39,227 | $3.9M |
| Anchor Capital Advisors LLC | 0.12% | Reduce -20.0% | 38,991 | $3.9M |
| Jacobi Capital Management LLC | 0.26% | Add +5.8% | 38,981 | $3.9M |
| Clear Point Advisors Inc. | 3.28% | Reduce -5.2% | 38,714 | $3.9M |
| Mullaney, Keating & Wright, Inc. | 2.54% | Add +8.1% | 38,536 | $3.9M |
| Aviance Capital Partners, LLC | 0.50% | Add +28.1% | 38,194 | $3.8M |
| Brown Advisory Inc. | 0.01% | Reduce -2.9% | 38,129 | $3.8M |
| Net Worth Advisory Group | 0.85% | Reduce -15.0% | 37,948 | $3.8M |
| Precision Wealth Strategies, LLC | 1.23% | Reduce -7.9% | 37,738 | $3.8M |
| Brown, Lisle/Cummings, Inc. | 1.01% | Add +2.2% | 37,633 | $3.8M |
| HRT Financial LP | 0.02% | Add +246.4% | 37,263 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -36.8% | 37,256 | $3.7M |
| American Institute for Advanced Investment Management, LLP | 2.63% | Reduce -0.7% | 36,941 | $3.7M |
| VSM Wealth Advisory, LLC | 1.20% | Add +4.9% | 36,201 | $3.6M |
| Hedeker Wealth, LLC | 0.83% | Add +15.9% | 35,596 | $3.6M |
| FSM Wealth Advisors, LLC | 0.55% | New | 33,950 | $3.4M |
| Capital Advisors, Ltd. LLC | 0.42% | Reduce -6.4% | 33,817 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.7% | 33,806 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -12.8% | 33,795 | $3.4M |
| Integrity Alliance, Llc. | 0.19% | Add +34.4% | 33,692 | $3.4M |
| Sachetta, LLC | 1.34% | Reduce -1.4% | 33,688 | $3.4M |
| Blueprint Financial Advisors LLC | 1.08% | New | 33,600 | $3.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +7.0% | 33,552 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +86.0% | 33,434 | $3.4M |
| Milestone Asset Management, LLC | 0.71% | Add +2.6% | 33,276 | $3.3M |
| Bouvel Investment Partners, LLC | 1.10% | New | 32,436 | $3.3M |
| SFG Wealth Management, LLC. | 1.95% | Reduce -22.6% | 32,149 | $3.2M |
| Stonebridge Financial Planning Group, LLC | 1.35% | Reduce -6.7% | 32,124 | $3.2M |
| Muirfield Wealth Advisors LLC | 2.56% | Add +2.4% | 31,992 | $3.2M |
| RiverTree Advisors, LLC | 2.12% | Reduce -8.4% | 31,371 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -11.7% | 31,154 | $3.1M |
| Roger Wittlin Investment Advisory, LLC | 1.71% | Reduce -3.7% | 30,598 | $3.1M |
| Sard Wealth Management Group, LLC | 1.88% | Add +22.8% | 30,264 | $3.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +18.8% | 30,169 | $3.0M |
| WJ Interests, LLC | 1.29% | Reduce -28.4% | 30,097 | $3.0M |
| Oxinas Partners, LLC | 1.55% | Add +162.1% | 29,992 | $3.0M |
| Lido Advisors, LLC | 0.02% | Add +6.4% | 29,983 | $3.0M |
| CW Advisors, LLC | 0.03% | Reduce -11.0% | 29,834 | $3.0M |
| Csenge Advisory Group | 0.16% | Reduce -38.9% | 29,813 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +81.8% | 29,724 | $3.0M |
| Sage Rhino Capital LLC | 0.63% | Reduce -10.4% | 29,572 | $3.0M |
| Blueprint Investment Partners LLC | 0.53% | New | 29,514 | $3.0M |
| Tounjian Advisory Partners, LLC | 0.57% | Reduce -24.7% | 29,142 | $2.9M |
| Benchmark Wealth Management, LLC | 1.29% | Reduce -28.9% | 28,869 | $2.9M |
| Novem Group | 0.36% | Add +2.8% | 28,446 | $2.9M |
| Synovus Financial Corp. | 0.03% | Add +0.5% | 28,250 | $2.8M |
| &partners | 0.02% | Reduce -24.9% | 28,201 | $2.8M |
| Integrity Wealth Solutions LLC | 1.38% | Add +13.4% | 28,090 | $2.8M |
| Fiduciary Alliance LLC | 0.21% | Add +13.1% | 28,047 | $2.8M |
| SouthState Bank Corp | 0.12% | Reduce -2.1% | 27,399 | $2.8M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -4.5% | 27,188 | $2.7M |
| Sage Capital Management, LLC | 1.31% | Add +4.5% | 27,172 | $2.7M |
| Fiduciary Trust Co | 0.03% | Reduce -1.8% | 26,663 | $2.7M |
| Parr McKnight Wealth Management Group, LLC | 0.37% | Add +13.4% | 26,648 | $2.7M |
| West Michigan Advisors, LLC | 0.74% | Add +9.0% | 26,151 | $2.6M |
| Independent Solutions Wealth Management, LLC | 0.51% | Add +9.6% | 25,975 | $2.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +11.7% | 25,892 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +107.5% | 25,453 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +37.2% | 25,424 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -10.0% | 25,164 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.9% | 24,924 | $2.5M |
| Regatta Capital Group, LLC | 0.43% | Reduce -15.9% | 24,915 | $2.5M |
| Palumbo Wealth Management LLC | 0.77% | Add +5.5% | 24,700 | $2.5M |
| Intergy Private Wealth, LLC | 0.84% | Reduce -2.4% | 24,589 | $2.5M |
| CoreCap Advisors, LLC | 0.10% | Reduce -70.6% | 24,521 | $2.5M |
| Financial Strategies Group, Inc. | 0.51% | Add +0.2% | 24,560 | $2.5M |
| PAX Financial Group, LLC | 0.47% | Reduce -19.0% | 24,443 | $2.5M |
| Macroview Investment Management LLC | 2.00% | Add +2.1% | 24,302 | $2.4M |
| Arete Wealth Advisors, LLC | 0.17% | Add +0.0% | 23,869 | $2.4M |
| TFR Capital, LLC. | 0.87% | Reduce -7.4% | 23,856 | $2.4M |
| Authentikos Wealth Advisory, LLC | 1.60% | Add +76.8% | 22,851 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -10.1% | 22,517 | $2.3M |
| Peregrine Asset Advisers, Inc. | 0.70% | Reduce -4.0% | 22,360 | $2.2M |
| HCR Wealth Advisors | 0.26% | Reduce -3.1% | 22,350 | $2.2M |
| Altfest L J & Co. Inc. | 0.26% | Reduce -25.6% | 22,320 | $2.2M |
| Rollins Financial Advisors, LLC | 0.35% | Add +15.8% | 21,996 | $2.2M |
| Range Financial Group LLC | 0.87% | Add +3.9% | 21,956 | $2.2M |
| AG Asset Advisory, LLC | 1.90% | Add +29.2% | 21,693 | $2.2M |
| Quartz Partners, LLC | 0.99% | Add +126.4% | 21,563 | $2.2M |
| Foundry Financial Group, Inc. | 1.22% | Add +5.4% | 21,401 | $2.2M |
| Somerset Group LLC | 1.81% | Reduce -0.5% | 21,293 | $2.1M |
| Good Life Advisors, LLC | 0.13% | Add +11.2% | 20,686 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Add +48.4% | 20,506 | $2.1M |
| Klingman & Associates, LLC | 0.11% | Reduce -0.0% | 20,500 | $2.1M |
| Rik Saylor Financial, Inc. | 1.56% | Reduce -1.5% | 20,201 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -13.0% | 20,183 | $2.0M |
| Addison Capital Co | 0.70% | Add +42.8% | 20,072 | $2.0M |
| Unified Investment Management | 2.16% | Reduce -0.1% | 20,035 | $2.0M |
| Rehmann Capital Advisory Group | 0.12% | Add +3.6% | 20,033 | $2.0M |
| Hudson Portfolio Management LLC | 1.88% | Reduce -16.1% | 20,007 | $2.0M |
| Simmons Bank | 0.14% | Add +47.3% | 19,459 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +3.0% | 19,001 | $1.9M |
| Richard P Slaughter Associates Inc | 0.38% | Add +20.6% | 18,650 | $1.9M |
| Proffitt & Goodson Inc. | 0.28% | Add +4.8% | 18,442 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -14.1% | 18,412 | $1.9M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -14.7% | 18,164 | $1.8M |
| ETF Store, Inc. | 2.11% | Reduce -9.9% | 18,109 | $1.8M |
| Scarborough Advisors, LLC | 0.36% | Reduce -1.0% | 18,091 | $1.8M |
| Ruggaard & Associates LLC | 0.72% | Reduce -0.8% | 17,884 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.7% | 17,779 | $1.8M |
| Golden State Wealth Management, LLC | 0.22% | Add +1709.3% | 17,677 | $1.8M |
| Soltis Investment Advisors LLC | 0.14% | Reduce -4.2% | 17,608 | $1.8M |
| GC Wealth Management RIA, LLC | 0.14% | Add +48.5% | 17,592 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | Reduce -1.0% | 17,285 | $1.7M |
| Legacy Solutions, LLC | 1.65% | Reduce -2.2% | 17,177 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -3.1% | 16,913 | $1.7M |
| Cedar Mountain Advisors, LLC | 0.35% | Add +1.0% | 16,859 | $1.7M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -11.6% | 16,800 | $1.7M |
| Moneco Advisors, LLC | 0.16% | Add +192.3% | 16,759 | $1.7M |
| Hamilton Wealth, LLC | 0.37% | Add +30.0% | 16,255 | $1.6M |
| Birch Capital Management, LLC | 0.83% | Reduce -1.6% | 16,122 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -21.0% | 15,382 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +72.7% | 15,239 | $1.5M |
| Coppell Advisory Solutions LLC | 0.18% | New | 15,140 | $1.5M |
| Signet Financial Management, LLC | 0.19% | Reduce -11.6% | 15,110 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +7.5% | 14,759 | $1.5M |
| Phoenix Wealth Advisors | 0.62% | Reduce -0.1% | 14,751 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -65.0% | 14,387 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -7.3% | 14,319 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -92.6% | 14,297 | $1.4M |
| Shayne & Jacobs, LLC | 0.47% | Reduce -0.6% | 14,218 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.20% | Reduce -1.5% | 14,177 | $1.4M |
| MPWM Advisory Solutions, LLC | 0.90% | New | 14,120 | $1.4M |
| Arrow Financial Corp | 0.15% | Reduce -23.4% | 14,076 | $1.4M |
| Gries Financial LLC | 0.25% | New | 13,930 | $1.4M |
| Millennium Management | 0.00% | Reduce -57.2% | 13,909 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.19% | Reduce -0.7% | 13,887 | $1.4M |
| Midwest Financial Network, LLC | 1.38% | Add +4.7% | 13,805 | $1.4M |
| Oak Grove Capital LLC | 0.32% | Reduce -25.5% | 13,700 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -4.8% | 13,698 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +20.7% | 13,684 | $1.4M |
| Kovack Advisors, Inc. | 0.13% | Add +54.5% | 13,354 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +34.3% | 13,319 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Reduce -40.1% | 13,169 | $1.3M |
| Creative Capital Management Investments LLC | 0.47% | Reduce -1.0% | 13,115 | $1.3M |
| M&T Bank Corp | 0.00% | No change | 13,078 | $1.3M |
| Fca Corp. | 0.39% | Add +0.0% | 13,065 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -8.4% | 12,985 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -10.4% | 12,981 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -5.0% | 12,957 | $1.3M |
| Rothschild Wealth LLC | 0.32% | Add +84.4% | 12,889 | $1.3M |
| Three Bridge Wealth Advisors, LLC | 0.34% | Reduce -4.5% | 12,869 | $1.3M |
| Montis Financial, LLC | 0.36% | Reduce -1.1% | 12,848 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Add +0.9% | 12,842 | $1.3M |
| Joel Adams & Associates, Inc. | 1.14% | Reduce -0.9% | 12,829 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -79.0% | 12,728 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.36% | Reduce -32.9% | 12,653 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +3.8% | 12,631 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | Add +8.7% | 12,366 | $1.2M |
| SYM FINANCIAL Corp | 0.14% | Add +31.4% | 12,327 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +16.1% | 12,242 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -59.0% | 12,116 | $1.2M |
| L & S Advisors Inc | 0.14% | Add +26.1% | 12,037 | $1.2M |
| Arbor Investment Advisors, LLC | 0.15% | Reduce -3.9% | 11,979 | $1.2M |
| K.J. Harrison & Partners Inc | 0.20% | New | 11,835 | $1.2M |
| M Holdings Securities, Inc. | 0.20% | New | 11,782 | $1.2M |
| Cannon Wealth Management Services, LLC | 0.96% | Add +21.3% | 11,731 | $1.2M |
| CWC Advisors, LLC. | 0.59% | New | 11,289 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 11,233 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Add +16.4% | 11,227 | $1.1M |
| WESCAP Management Group, Inc. | 0.26% | Reduce -23.1% | 11,182 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Add +83.6% | 10,968 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.1% | 10,937 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +7.2% | 10,896 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +9.7% | 10,873 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -8.3% | 10,848 | $1.1M |
| Red Cedar Investment Management, LLC | 0.14% | No change | 10,843 | $1.1M |
| Omega Financial Group, LLC | 0.39% | Add +1.4% | 10,828 | $1.1M |
| Financial Management Professionals, Inc. | 0.12% | Add +4.8% | 10,806 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -18.8% | 10,751 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.2% | 10,678 | $1.1M |
| Cutler Investment Counsel LLC | 0.12% | Reduce -0.8% | 10,633 | $1.1M |
| Roble, Belko & Company, Inc | 0.15% | No change | 10,513 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.05% | Add +41.6% | 10,513 | $1.1M |
| Mayfair Advisory Group, LLC | 0.49% | Reduce -12.6% | 10,434 | $1.0M |
| Security National Bank of Sioux City Iowa | 0.73% | No change | 10,398 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.5% | 10,274 | $1.0M |
| Financial Guidance Group, Inc. | 0.50% | Reduce -6.2% | 10,264 | $1.0M |
| Heritage Wealth Advisors | 0.05% | New | 10,198 | $1.0M |
| Financial Enhancement Group LLC | 0.15% | Add +15.2% | 10,144 | $1.0M |
| Kanawha Capital Management LLC | 0.07% | Reduce -28.6% | 9,973 | $1.0M |
| Essential Planning, LLC. | 0.37% | Reduce -0.7% | 9,870 | $992K |
| Accredited Wealth Management, LLC | 0.80% | Add +23.9% | 9,850 | $990K |
| Allianz Investment Management U.S. LLC | 0.04% | No change | 9,838 | $989K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -13.9% | 9,753 | $981K |
| DeDora Capital, Inc. | 0.25% | Reduce -1.5% | 9,541 | $959K |
| Independent Wealth Network Inc. | 0.35% | Add +0.2% | 9,497 | $955K |
| Summit Financial, LLC | 0.02% | Reduce -29.7% | 9,462 | $951K |
| Investor's Fiduciary Advisor Network, LLC | 0.35% | Add +50.9% | 9,463 | $951K |
| Mosaic Financial Group, LLC | 0.72% | Reduce -7.0% | 9,337 | $939K |
| Per Stirling Capital Management, LLC. | 0.12% | Reduce -4.7% | 9,336 | $939K |
| Park Avenue Securities LLC | 0.01% | Add +14.2% | 9,267 | $932K |
| FMR LLC | 0.00% | Add +198.3% | 9,074 | $912K |
| Smithfield Trust Co | 0.04% | Reduce -5.4% | 9,064 | $910K |
| Savant Capital, LLC | 0.01% | Reduce -20.9% | 8,911 | $896K |
| Western Wealth Management, LLC | 0.05% | Reduce -1.8% | 8,388 | $843K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.5% | 8,362 | $841K |
| Lodestone Wealth Management LLC | 0.41% | Reduce -0.7% | 8,333 | $838K |
| BlueChip Wealth Advisors LLC | 0.34% | No change | 8,291 | $834K |
| Rockwood Wealth Management, LLC | 0.07% | New | 8,210 | $825K |
| WealthCollab, LLC | 0.46% | Reduce -5.0% | 8,194 | $824K |
| Transcendent Capital Group LLC | 0.42% | Reduce -81.4% | 8,176 | $822K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,175 | $822K |
| Ascent Group, LLC | 0.03% | Reduce -2.5% | 8,161 | $820K |
| Franklin Resources Inc. | 0.00% | Reduce -27.4% | 8,008 | $805K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.7% | 7,991 | $803K |
| Powell Investment Advisors, LLC | 0.30% | Reduce -1.4% | 7,845 | $789K |
| Wealthfront Advisers LLC | 0.00% | Add +102.8% | 7,771 | $781K |
| CGC Financial Services, LLC | 0.26% | Add +0.1% | 7,761 | $780K |
| Ibex Wealth Advisors | 0.08% | New | 7,744 | $779K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -13.9% | 7,742 | $778K |
| Nautilus Advisors LLC | 0.57% | Reduce -27.8% | 7,737 | $778K |
| Citizens Financial Group Inc. | 0.01% | Add +1.2% | 7,624 | $766K |
| Austin Wealth Management, LLC | 0.13% | Reduce -9.0% | 7,525 | $757K |
| Intellus Advisors LLC | 0.11% | Reduce -26.0% | 7,514 | $755K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +64.8% | 7,511 | $755K |
| Infinity Wealth Counsel, LLC | 0.75% | Reduce -3.4% | 7,406 | $745K |
| Valmark Advisers, Inc. | 0.01% | Reduce -35.8% | 7,407 | $745K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -2.3% | 7,357 | $739K |
| Lion Street Advisors, LLC | 0.22% | Add +7.3% | 7,335 | $737K |
| Concorde Financial Corp | 0.44% | Add +1.7% | 7,333 | $737K |
| Integrated Wealth Concepts LLC | 0.01% | Add +42.7% | 7,331 | $737K |
| Atlantic Union Bankshares Corp | 0.02% | New | 7,249 | $729K |
| Quest 10 Wealth Builders, Inc. | 0.71% | Add +48.3% | 7,215 | $725K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -64.6% | 7,123 | $716K |
| Marshall Financial Group, LLC | 0.14% | Reduce -11.3% | 6,984 | $700K |
| Catalyst Private Wealth, LLC | 0.31% | Reduce -20.8% | 6,900 | $694K |
| Atlanta Consulting Group Advisors, LLC | 0.19% | Add +2.7% | 6,885 | $692K |
| Peak Asset Management, LLC | 0.13% | No change | 6,860 | $690K |
| Triumph Capital Management | 0.21% | Reduce -34.6% | 6,829 | $687K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.5% | 6,796 | $683K |
| BridgePort Financial Solutions, LLC | 0.22% | Add +86.1% | 6,716 | $675K |
| Summa Corp. | 0.35% | Add +27.4% | 6,700 | $674K |
| Element Wealth, LLC | 0.31% | Add +28.7% | 6,678 | $671K |
| BigSur Wealth Management LLC | 0.17% | New | 6,600 | $664K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -25.4% | 6,587 | $662K |
| JT Stratford LLC | 0.10% | Reduce -4.9% | 6,533 | $657K |
| Alterna Wealth Management, Inc. | 0.53% | Reduce -5.9% | 6,531 | $657K |
| Emory University | 2.37% | No change | 6,527 | $656K |
| Rossby Financial, LCC | 0.25% | Reduce -51.3% | 6,520 | $655K |
| Anchor Investment Management, LLC | 0.06% | Reduce -3.0% | 6,450 | $648K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.5% | 6,441 | $648K |
| NWF Advisory Services Inc. | 0.08% | Reduce -2.4% | 6,431 | $647K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.3% | 6,396 | $643K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | Reduce -0.1% | 6,304 | $634K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +40.9% | 6,300 | $633K |
| Principal Securities, Inc. | 0.01% | Reduce -47.5% | 6,268 | $630K |
| Archer Investment Corp | 0.15% | Reduce -2.6% | 6,233 | $627K |
| EWG Elevate Inc. | 0.19% | Reduce -1.3% | 6,159 | $619K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.22% | Reduce -10.1% | 6,116 | $615K |
| Mission Wealth Management, LP | 0.01% | Add +198.3% | 6,120 | $615K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.1% | 6,034 | $607K |
| Spinnaker Investment Group, LLC | 0.14% | No change | 5,975 | $601K |
| SVB Wealth LLC | 0.03% | Reduce -41.1% | 5,975 | $601K |
| Pinnacle Associates Ltd. | 0.01% | Add +32.3% | 5,796 | $583K |
| MFA Wealth Services | 0.44% | Add +0.2% | 5,794 | $582K |
| Main Street Financial Solutions, LLC | 0.04% | Add +17.8% | 5,483 | $551K |
| Balefire, LLC | 0.12% | Reduce -72.8% | 5,447 | $548K |
| Financial Futures Ltd Liability Co. | 0.29% | New | 5,440 | $547K |
| Red Door Wealth Management, LLC | 0.07% | New | 5,425 | $545K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 5,382 | $541K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.5% | 5,342 | $537K |
| Philip James Wealth Mangement, LLC | 0.07% | Add +0.8% | 5,283 | $531K |
| Castle Rock Wealth Management, LLC | 0.12% | Add +6.1% | 5,250 | $527K |
| Fiducient Advisors LLC | 0.06% | New | 5,228 | $526K |
| TFG Advisers LLC | 0.18% | Reduce -1.2% | 5,115 | $514K |
| PFG Investments, LLC | 0.03% | Reduce -9.8% | 5,056 | $508K |
| Integrated Advisors Network LLC | 0.02% | Add +1.0% | 5,010 | $504K |
| Ascension Capital Advisors, Inc. | 0.21% | No change | 4,969 | $500K |
| Haverford Trust Co | 0.00% | No change | 4,967 | $499K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +21.9% | 4,874 | $490K |
| Capital Insight Partners, LLC | 0.08% | Reduce -10.9% | 4,858 | $488K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.6% | 4,856 | $488K |
| Simplicity Wealth,LLC | 0.02% | Reduce -26.6% | 4,832 | $486K |
| Entrewealth, LLC | 0.33% | Reduce -8.4% | 4,812 | $484K |
| TCFG Wealth Management, LLC | 0.22% | New | 4,807 | $483K |
| Heritage Oak Wealth Advisors LLC | 0.19% | Reduce -38.1% | 4,804 | $483K |
| Regal Investment Advisors LLC | 0.04% | Reduce -0.1% | 4,798 | $482K |
| RFG Advisory, LLC | 0.01% | Reduce -74.5% | 4,797 | $482K |
| Stark Wealth Management LLC | 0.68% | Reduce -6.8% | 4,756 | $478K |
| Lantern Wealth Advisors, LLC | 0.28% | — | 4,752 | $478K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -1.0% | 4,750 | $478K |
| Townsquare Capital LLC | 0.05% | Reduce -82.6% | 4,731 | $476K |
| StrongBox Wealth, LLC | 0.18% | Reduce -2.5% | 4,603 | $463K |
| Certuity, LLC | 0.04% | Reduce -6.2% | 4,579 | $460K |
| Pinion Investment Advisors, LLC | 0.16% | Add +15.7% | 4,562 | $459K |
| McNamara Financial Services, Inc. | 0.09% | Add +124.9% | 4,493 | $452K |
| Friedenthal Financial | 0.25% | Reduce -20.6% | 4,476 | $450K |
| Crown Wealth Group, LLC | 0.17% | Reduce -12.8% | 4,440 | $446K |
| Harvest Investment Services, LLC | 0.10% | Add +9.9% | 4,439 | $446K |
| Keystone Financial Group | 0.04% | Reduce -22.3% | 4,427 | $445K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +5.1% | 4,401 | $442K |
| Drake & Associates, LLC | 0.11% | Reduce -6.9% | 4,385 | $441K |
| SilverOak Wealth Management LLC | 0.08% | No change | 4,319 | $434K |
| White Pine Investment CO | 0.11% | Add +2.6% | 4,267 | $429K |
| US Bancorp \de | 0.00% | Add +49.2% | 4,261 | $428K |
| Empirical Asset Management, LLC | 0.13% | Reduce -5.5% | 4,176 | $420K |
| Surience Private Wealth LLC | 0.39% | Reduce -90.8% | 4,160 | $418K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -0.1% | 4,150 | $417K |
| Modera Wealth Management, LLC | 0.01% | New | 4,135 | $416K |
| Arrowroot Family Office, LLC | 0.18% | — | 4,089 | $411K |
| Rosenberg Matthew Hamilton | 0.09% | Reduce -40.0% | 4,040 | $406K |
| International Private Wealth Advisors LLC | 0.34% | Reduce -10.8% | 3,988 | $401K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.6% | 3,987 | $401K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -91.4% | 3,974 | $400K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +8.0% | 3,961 | $398K |
| Valley Brook Capital Group, Inc. | 0.30% | Add +1.7% | 3,954 | $398K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.0% | 3,952 | $397K |
| Holos Integrated Wealth LLC | 0.24% | Reduce -38.6% | 3,907 | $392K |
| Hudock, Inc. | 0.06% | Reduce -5.0% | 3,884 | $391K |
| Sunbelt Securities, Inc. | 0.03% | No change | 3,850 | $386K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,825 | $385K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -62.2% | 3,822 | $384K |
| Grantvest Financial Group LLC | 0.28% | No change | 3,736 | $376K |
| Kingdom Financial Group LLC. | 0.33% | New | 3,732 | $375K |
| Strategic Blueprint, LLC | 0.02% | Reduce -26.3% | 3,723 | $374K |
| Access Financial Services, Inc. | 0.14% | No change | 3,697 | $372K |
| Paulson Wealth Management Inc. | 0.09% | No change | 3,640 | $366K |
| Capital Market Strategies LLC | 0.25% | Reduce -10.0% | 3,600 | $362K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -28.7% | 3,570 | $359K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -64.3% | 3,562 | $358K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.9% | 3,557 | $358K |
| JNBA Financial Advisors | 0.03% | Reduce -15.4% | 3,546 | $356K |
| John W. Brooker & Co., CPAs | 0.83% | Reduce -68.8% | 3,520 | $353K |
| Mather Group, Llc. | 0.00% | Reduce -1.1% | 3,496 | $351K |
| Lloyd Advisory Services, LLC. | 0.17% | Reduce -0.7% | 3,468 | $349K |
| Lanark Financial, Inc. | 0.03% | Add +17.0% | 3,464 | $348K |
| Mattern Wealth Management LLC | 0.07% | No change | 3,447 | $347K |
| Strait & Sound Wealth Management LLC | 0.14% | Add +3.6% | 3,393 | $341K |
| Avid Wealth Partners LLC | 0.19% | Reduce -64.3% | 3,382 | $340K |
| New England Private Wealth Advisors LLC | 0.05% | Add +1.6% | 3,355 | $338K |
| Focus Financial Network, Inc. | 0.01% | Reduce -43.3% | 3,299 | $332K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Reduce -39.8% | 3,250 | $327K |
| Baron Wealth Management LLC | 0.11% | Reduce -3.6% | 3,224 | $324K |
| Meriwether Wealth & Planning, LLC | 0.20% | Reduce -66.9% | 3,218 | $324K |
| Hilltop Holdings Inc. | 0.02% | Reduce -19.2% | 3,183 | $320K |
| Bank of New York Mellon Corp | 0.00% | Reduce -84.5% | 3,181 | $320K |
| Ethos Financial Group, LLC | 0.03% | New | 3,179 | $320K |
| Norris Financial Group, LLC | 0.13% | Reduce -71.7% | 3,146 | $316K |
| Weatherly Asset Management L. P. | 0.03% | No change | 3,116 | $313K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -62.0% | 3,094 | $311K |
| Tru Independence Asset Management 2, LLC | 0.21% | No change | 3,090 | $311K |
| Obsidian Personal Planning Solutions LLC | 0.13% | No change | 3,086 | $310K |
| Robinswood Financial LLC | 0.11% | Add +0.6% | 3,084 | $310K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,076 | $309K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 3,075 | $309K |
| Avior Wealth Management, LLC | 0.01% | Add +9.1% | 3,064 | $308K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.2% | 3,024 | $304K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,010 | $303K |
| Hara Capital LLC | 0.19% | Add +60000.0% | 3,005 | $302K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -46.4% | 3,001 | $302K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +50.0% | 3,000 | $302K |
| North Forty Two & Co. | 0.32% | No change | 2,996 | $301K |
| Continuum Advisory, LLC | 0.04% | No change | 2,995 | $301K |
| Private Client Services, LLC | 0.12% | New | 2,956 | $297K |
| American Trust | 0.03% | New | 2,932 | $295K |
| West Wealth Group, LLC | 0.07% | New | 2,937 | $295K |
| Gimbal Financial | 0.18% | New | 2,920 | $294K |
| Financial Designs Corp | 0.18% | New | 2,893 | $291K |
| Accelerate Investment Advisors LLC | 0.21% | Add +1.2% | 2,866 | $288K |
| ABLE Financial Group, LLC | 0.07% | Add +21.4% | 2,845 | $286K |
| Security National Bank of So Dak | 0.16% | New | 2,840 | $286K |
| Root Financial Partners, LLC | 0.03% | New | 2,838 | $285K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | Add +2.8% | 2,829 | $284K |
| Investment Advisory Group, LLC | 0.09% | Add +0.2% | 2,816 | $283K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -37.2% | 2,799 | $281K |
| Commerce Bank | 0.00% | Reduce -53.3% | 2,782 | $280K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -19.5% | 2,754 | $277K |
| LexAurum Advisors, LLC | 0.04% | Reduce -5.9% | 2,708 | $272K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -77.9% | 2,699 | $270K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -26.9% | 2,667 | $268K |
| Linscomb Wealth, Inc. | 0.01% | Add +3.6% | 2,661 | $268K |
| Crewe Advisors LLC | 0.04% | Add +55.4% | 2,641 | $266K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,632 | $265K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +29.0% | 2,613 | $263K |
| Argent Trust Co | 0.01% | Add +3.9% | 2,598 | $261K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,593 | $261K |
| Integrated Capital Management, LLC | 0.12% | Add +1.3% | 2,590 | $260K |
| MAS Advisors LLC | 0.43% | Add +4.4% | 2,586 | $260K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 2,583 | $260K |
| Nordwand Advisors, LLC | 0.04% | New | 2,579 | $259K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 2,565 | $258K |
| Heritage Trust Co | 0.03% | No change | 2,550 | $256K |
| Canal Capital Management, LLC | 0.04% | New | 2,505 | $252K |
| Two Sigma Securities, LLC | 0.03% | Reduce -35.1% | 2,503 | $252K |
| Stewardship Advisors, LLC | 0.06% | Add +16.4% | 2,479 | $249K |
| First Citizens Bank & Trust Co. | 0.00% | Add +1.5% | 2,479 | $249K |
| Barrett & Company, Inc. | 0.09% | Add +0.7% | 2,449 | $246K |
| Advisors Capital Management, LLC | 0.00% | Reduce -0.3% | 2,426 | $244K |
| Betterment LLC | 0.00% | Add +5.9% | 2,397 | $241K |
| Tyler-Stone Wealth Management | 0.04% | Add +1.0% | 2,388 | $240K |
| Herold Advisors, Inc. | 0.05% | Add +12.1% | 2,354 | $237K |
| Northern Trust Corp. | 0.00% | New | 2,336 | $235K |
| Sandbox Financial Partners, LLC | 0.07% | New | 2,315 | $233K |
| LongView Wealth Management | 0.07% | New | 2,314 | $233K |
| United Advisor Group, LLC | 0.04% | Add +13.0% | 2,293 | $231K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 2,280 | $229K |
| Apella Capital, LLC | 0.01% | No change | 2,258 | $226K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -1.3% | 2,249 | $226K |
| Ade, LLC | 0.12% | No change | 2,220 | $223K |
| Watts Gwilliam & Co., LLC | 0.04% | Reduce -51.3% | 2,220 | $223K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -76.1% | 2,205 | $222K |
| Gibbs Wealth Management | 0.04% | Reduce -25.8% | 2,189 | $220K |
| Life Line Wealth Management LLC | 0.07% | Add +1.2% | 2,181 | $219K |
| 1900 Wealth Management LLC | 0.02% | Add +0.5% | 2,161 | $217K |
| Mezzasalma Advisors, LLC | 0.06% | Add +1.2% | 2,144 | $216K |
| Five Pine Wealth Management | 0.16% | New | 2,128 | $214K |
| Mittelman Wealth Management | 0.18% | New | 2,123 | $213K |
| PFG Advisors | 0.01% | New | 2,058 | $207K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 2,055 | $207K |
| BIP Wealth, LLC | 0.01% | No change | 2,050 | $206K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,038 | $205K |
| Promus Capital, LLC | 0.13% | New | 2,024 | $203K |
| Howard Wealth Management, LLC | 0.10% | New | 2,018 | $203K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -1.0% | 2,017 | $203K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,005 | $202K |
| Sloy Dahl & Holst, LLC | 0.03% | No change | 2,000 | $201K |
| Everpar Advisors LLC | 0.09% | No change | 1,994 | $200K |
| Titleist Asset Management, LLC | 0.02% | New | 1,993 | $200K |
| Tradewinds Capital Management, LLC | 0.05% | Reduce -23.9% | 1,902 | $191K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.9% | 1,852 | $186K |
| New Millennium Group LLC | 0.10% | Add +2.2% | 1,809 | $182K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,769 | $178K |
| LRI Investments, LLC | 0.01% | Add +8.7% | 1,623 | $163K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,519 | $153K |
| Pacific Center for Financial Services | 0.04% | No change | 1,430 | $144K |
| Ameriflex Group, Inc. | 0.07% | Reduce -11.4% | 1,407 | $141K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.4% | 1,346 | $135K |
| Hollencrest Capital Management | 0.01% | Add +8.2% | 1,306 | $131K |
| Capital Analysts, LLC | 0.00% | Add +37.3% | 1,105 | $111K |
| ORG Partners LLC | 0.02% | Reduce -3.0% | 1,079 | $108K |
| Vestor Capital, LLC | 0.01% | New | 2,139 | $108K |
| Bessemer Group Inc. | 0.00% | No change | 1,080 | $108K |
| Kings Path Partners LLC | 0.04% | Reduce -69.4% | 1,054 | $106K |
| Avalon Trust Co | 0.01% | New | 1,040 | $105K |
| Arax Advisory Partners | 0.00% | New | 1,023 | $103K |
| Optimum Investment Advisors | 0.04% | No change | 1,000 | $101K |
| NFSG Corp | 0.02% | New | 955 | $96K |
| First Horizon Advisors, Inc. | 0.00% | No change | 955 | $96K |
| Nvwm, LLC | 0.02% | No change | 920 | $92K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 880 | $88K |
| Total Investment Management Inc. | 0.01% | New | 848 | $85K |
| Bellevue Asset Management, LLC | 0.04% | No change | 735 | $74K |
| Future Financial Wealth Managment LLC | 0.05% | Reduce -29.3% | 725 | $73K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Reduce -79.2% | 716 | $72K |
| Aspect Partners, LLC | 0.03% | No change | 700 | $70K |
| Park Square Financial Group, LLC | 0.05% | Add +156.6% | 657 | $66K |
| Colonial Trust Co / SC | 0.01% | Reduce -29.9% | 645 | $65K |
| Mascoma Wealth Management LLC | 0.01% | No change | 618 | $62K |
| Wagner Wealth Management, LLC | 0.01% | No change | 601 | $60K |
| Register Financial Advisors LLC | 0.03% | New | 592 | $60K |
| Trust Co. of Toledo NA | 0.01% | New | 550 | $55K |
| Lummis Asset Management, LP | 0.04% | No change | 541 | $54K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 538 | $54K |
| Parallel Advisors, LLC | 0.00% | Reduce -66.8% | 514 | $52K |
| Headlands Technologies LLC | 0.01% | Reduce -85.1% | 503 | $51K |
| Signaturefd, LLC | 0.00% | New | 500 | $50K |
| Aventura Private Wealth, LLC | 0.02% | No change | 452 | $45K |
| Beacon Capital Management, LLC | 0.01% | Add +15.4% | 442 | $44K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -17.4% | 407 | $41K |
| Longview Financial Advisors LLC | 0.02% | Add +1.0% | 392 | $39K |
| CX Institutional | 0.00% | No change | 377 | $38K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 363 | $36K |
| Disciplina Capital Management LLC | 0.00% | No change | 355 | $36K |
| Bfsg, LLC | 0.00% | No change | 351 | $35K |
| Cornerstone Planning Group LLC | 0.01% | Add +1911.8% | 342 | $34K |
| CVA Family Office, LLC | 0.00% | No change | 324 | $33K |
| Financial Gravity Companies, Inc. | 0.01% | — | 304 | $31K |
| 1 North Wealth Services LLC | 0.01% | Reduce -73.2% | 270 | $27K |
| American National Bank & Trust | 0.00% | No change | 259 | $26K |
| Clarity Asset Management, Inc. | 0.02% | Add +14.3% | 255 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $25K |
| Investors Research Corp | 0.00% | No change | 249 | $25K |
| Evolution Wealth Management Inc. | 0.03% | — | 217 | $22K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 213 | $21K |
| GAMMA Investing LLC | 0.00% | Reduce -0.5% | 199 | $20K |
| First Community Trust NA | 0.01% | No change | 167 | $17K |
| Costello Asset Management, INC | 0.01% | Add +1.4% | 147 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 124 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.2% | 121 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 110 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $10K |
| Cordant, Inc. | 0.00% | Add +7.5% | 100 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $10K |
| True Wealth Design, LLC | 0.00% | No change | 100 | $10K |
| WFA of San Diego, LLC | 0.01% | — | 99 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 99 | $10K |
| Decker Retirement Planning Inc. | 0.00% | New | 84 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 83 | $8K |
| Capital A Wealth Management, LLC | 0.09% | New | 83 | $8K |
| Caldwell Trust Co | 0.00% | No change | 72 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -74.6% | 71 | $7K |
| Luminist Capital LLC | 0.01% | Reduce -2.8% | 70 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -97.1% | 65 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.7% | 64 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.0% | 64 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 56 | $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 -3.5% | 28 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -92.1% | 26 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 24 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 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% | Reduce -69.6% | 7 | $703 |
| SJS Investment Consulting Inc. | 0.00% | New | 4 | $403 |
"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.