PIMCO Enhanced Short MaturitMINTETF

13F holders, Q2 2025 (June 30)
694holders +3
59new positions
53sold out
3famous investors
$100.53avg. 13F price*

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

0200400600800 Q1 2024: 626Q1 2024Q2 2024: 654Q2 2024Q3 2024: 639Q3 2024Q4 2024: 689Q4 2024Q1 2025: 691Q1 2025Q2 2025: 694Q2 2025Q3 2025: 700Q3 2025Q4 2025: 736Q4 2025Q1 2026: 744Q1 2026Q2 2026: 764Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions59$104.4M
Exits53$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.