PIMCO Enhanced Short MaturitMINTETF
13F holders, Q3 2025 (September 30)700holders +6
60new positions
46sold out
3famous investors
$100.69avg. 13F price*
At the end of Q3 2025, 700 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, up 6 from Q2 2025. 60 opened new positions and 46 sold out. The largest holders were JPMorgan Chase & Co. ($3.1B), Morgan Stanley ($903.8M) and Assetmark, Inc. ($841.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- PIMCO Enhanced Short Maturit
- CUSIP
- 72201R833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $106.4M |
| Exits | 46 | $44.7M |
All 13F filers, Q2 2025 → Q3 2025: 8,900,170 shares bought and 3,658,200 shares sold, net +5,241,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 700 holders
| JPMorgan Chase & Co. | 0.20% | Add +10.5% | 31,246,850 | $3.1B |
| Morgan Stanley | 0.05% | Add +3.3% | 8,976,292 | $903.8M |
| Assetmark, Inc. | 1.80% | Add +7.9% | 8,360,636 | $841.8M |
| Wells Fargo & Company | 0.09% | Add +5.8% | 4,351,663 | $438.2M |
| LPL Financial LLC | 0.12% | Add +6.1% | 4,072,993 | $410.1M |
| UBS Group AG | 0.05% | Add +4.1% | 2,508,580 | $252.6M |
| Cwm, LLC | 0.50% | Add +11.9% | 1,655,565 | $166.7M |
| Bank of America Corp. | 0.01% | Reduce -2.3% | 1,388,033 | $139.8M |
| Johnson Financial Group, LLC | 11.84% | Reduce -20.6% | 1,285,625 | $129.4M |
| Focus Partners Wealth | 0.17% | Reduce -2.0% | 1,074,779 | $108.2M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 953,216 | $96.0M |
| Bramshill Investments, LLC | 6.42% | Add +1.4% | 933,097 | $94.0M |
| AE Wealth Management LLC | 0.59% | Add +8.6% | 924,049 | $93.0M |
| Osaic Holdings, Inc. | 0.13% | Add +4.5% | 897,336 | $90.4M |
| Proficio Capital Partners LLC | 5.75% | Add +8.9% | 830,943 | $83.7M |
| Advisor OS, LLC | 7.07% | Add +22.6% | 813,729 | $81.9M |
| Stifel Financial Corp. | 0.07% | Add +49.7% | 789,186 | $79.5M |
| MJP Associates Inc. | 10.43% | Add +16.0% | 785,903 | $79.1M |
| Keybank National Association | 0.26% | Add +2.2% | 741,325 | $74.6M |
| HB Wealth Management, LLC | 0.46% | Reduce -54.0% | 670,363 | $67.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +9.2% | 668,019 | $67.3M |
| Raymond James Financial Inc. | 0.02% | Add +17.4% | 620,387 | $62.5M |
| JFG Wealth Management, LLC | 12.15% | Reduce -5.3% | 616,365 | $62.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.8% | 540,805 | $54.5M |
| Krilogy Financial LLC | 2.04% | Add +3.6% | 541,423 | $54.3M |
| Family Manage LLC | 7.52% | Reduce -6.3% | 538,337 | $54.2M |
| Mariner, LLC | 0.07% | Add +9.7% | 500,806 | $50.4M |
| Truist Financial Corp. | 0.07% | Add +2.6% | 494,373 | $49.8M |
| Mason Investment Advisory Services, Inc. | 2.44% | Add +0.3% | 486,331 | $49.0M |
| Flaharty Asset Management, LLC | 5.99% | Add +3.9% | 468,317 | $47.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -2.0% | 425,896 | $42.8M |
| Retirement Income Solutions, Inc. | 7.16% | Add +0.6% | 415,933 | $41.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +12.6% | 400,267 | $40.3M |
| Leelyn Smith, LLC | 5.69% | Add +1.4% | 375,486 | $37.8M |
| HighTower Advisors, LLC | 0.04% | Add +6.2% | 361,926 | $36.4M |
| NewEdge Advisors, LLC | 0.15% | Add +69.2% | 336,359 | $33.9M |
| Hollencrest Capital Management | 1.21% | Add +25423.5% | 333,337 | $33.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -10.6% | 331,110 | $33.3M |
| MML Investors Services, LLC | 0.09% | Add +11.5% | 324,046 | $32.6M |
| National Bank of Canada | 0.04% | Add +29.0% | 315,979 | $31.8M |
| Destination Wealth Management | 0.85% | Add +5.3% | 306,083 | $30.8M |
| TD Capital Management LLC | 2.63% | Reduce -3.5% | 290,038 | $29.2M |
| Waverly Advisors, LLC | 0.28% | Add +4.6% | 283,744 | $28.6M |
| Gainplan LLC | 11.99% | New | 280,891 | $28.3M |
| Delta Investment Management, LLC | 4.33% | Reduce -0.2% | 239,767 | $24.1M |
| Private Advisor Group, LLC | 0.12% | Add +4.0% | 235,283 | $23.7M |
| Creative Planning | 0.02% | Reduce -0.9% | 227,424 | $22.9M |
| Moment Partners, LLC | 3.64% | Reduce -0.2% | 204,416 | $20.6M |
| Arkadios Wealth Advisors | 0.50% | Reduce -0.6% | 203,919 | $20.5M |
| Roehl & Yi Investment Advisors, LLC | 8.88% | Add +1.7% | 202,689 | $20.4M |
| Mainsail Asset Management, LLC | 8.87% | New | 200,757 | $20.2M |
| Cetera Investment Advisers | 0.02% | Add +43.1% | 199,428 | $20.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.9% | 198,223 | $20.0M |
| Harbour Investments, Inc. | 0.44% | Add +34.9% | 191,015 | $19.2M |
| Kwmg, LLC | 1.65% | Add +5.1% | 186,620 | $18.8M |
| Citigroup Inc. | 0.01% | Add +2.3% | 177,920 | $17.9M |
| Visionary Wealth Advisors | 0.82% | Reduce -40.3% | 174,468 | $17.6M |
| Atlantic Edge Private Wealth Management, LLC | 4.51% | Add +0.4% | 174,297 | $17.5M |
| Cornerstone Wealth Management, LLC | 0.96% | Add +4.0% | 173,420 | $17.5M |
| Arcadia Investment Management Corp. | 2.64% | Reduce -9.2% | 169,795 | $17.1M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +463.6% | 167,514 | $16.9M |
| Allianz Asset Management GmbH | 0.02% | Add +135.5% | 166,863 | $16.8M |
| Brookstone Capital Management | 0.19% | Add +17.0% | 161,521 | $16.3M |
| First Heartland Consultants, Inc. | 1.28% | Add +1.1% | 157,065 | $15.8M |
| Mission Hills Financial Advisory, LLC | 8.31% | Add +10.6% | 155,270 | $15.6M |
| Providence First Trust Co | 5.34% | Add +4.5% | 153,017 | $15.4M |
| Essex Financial Services, Inc. | 0.90% | Add +12.4% | 149,783 | $15.1M |
| Montag A & Associates Inc. | 0.69% | Reduce -14.2% | 148,816 | $15.0M |
| Mgo One Seven LLC | 0.34% | Reduce -3.1% | 146,227 | $14.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -18.6% | 135,066 | $13.6M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -2.7% | 134,906 | $13.6M |
| Comerica Bank | 0.05% | Add +5.8% | 134,233 | $13.5M |
| Stokes Capital Advisors, LLC | 3.06% | Reduce -30.3% | 130,666 | $13.2M |
| Roof Eidam Maycock Peralta, LLC | 3.03% | Add +12.9% | 123,700 | $12.5M |
| Cerity Partners LLC | 0.02% | Reduce -3.6% | 118,907 | $12.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +110.8% | 118,524 | $11.9M |
| WealthPlan Investment Management, LLC | 0.79% | New | 118,252 | $11.9M |
| Cottage Street Advisors LLC | 4.79% | Add +29.6% | 111,972 | $11.3M |
| Apexium Financial, LP | 0.53% | Reduce -8.2% | 108,672 | $10.9M |
| Pasadena Private Wealth, LLC | 1.54% | New | 105,949 | $10.7M |
| Evergreen Capital Management LLC | 0.25% | Reduce -0.1% | 105,744 | $10.6M |
| Buck Wealth Strategies, LLC | 1.45% | Reduce -2.2% | 104,782 | $10.6M |
| Thrivent Financial for Lutherans | 0.02% | New | 103,026 | $10.4M |
| Nicholas Hoffman & Company, LLC. | 0.25% | Add +0.0% | 102,251 | $10.3M |
| Elite Financial, Inc. | 4.70% | Add +10.4% | 102,246 | $10.3M |
| MinichMacGregor Wealth Management, LLC | 2.00% | Reduce -41.2% | 101,595 | $10.2M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +16.1% | 100,077 | $10.1M |
| Choreo, LLC | 0.13% | Add +9.1% | 97,311 | $9.8M |
| Jones Financial Companies LLLP | 0.01% | Add +84.2% | 94,796 | $9.5M |
| Afg Fiduciary Services Limited Partnership | 5.43% | Add +1.8% | 93,210 | $9.4M |
| Center For Asset Management LLC | 4.92% | Add +21.5% | 91,611 | $9.2M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +70.0% | 90,313 | $9.1M |
| Sittner & Nelson, LLC | 3.30% | Add +53.0% | 90,154 | $9.1M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +2.1% | 89,947 | $9.1M |
| Howland Capital Management LLC | 0.34% | Reduce -6.7% | 89,900 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -7.8% | 87,964 | $8.9M |
| Avion Wealth | 1.90% | Add +3.9% | 87,886 | $8.8M |
| PFG Advisors | 0.36% | Add +4115.4% | 86,753 | $8.7M |
| Ausdal Financial Partners, Inc. | 0.42% | Reduce -9.0% | 86,502 | $8.7M |
| Resolute Wealth Strategies, LLC | 3.92% | Reduce -12.7% | 85,001 | $8.6M |
| Cibc World Market Inc. | 0.02% | Add +3.5% | 84,492 | $8.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -23.3% | 84,123 | $8.5M |
| Apollon Wealth Management, LLC | 0.15% | Add +16.8% | 83,875 | $8.4M |
| Lowe Wealth Advisors, LLC | 3.02% | Reduce -1.2% | 82,210 | $8.3M |
| Gladstone Institutional Advisory LLC | 0.32% | Add +0.7% | 82,168 | $8.3M |
| Heirloom Wealth Management | 1.95% | Add +16.6% | 80,345 | $8.1M |
| Kathmere Capital Management, LLC | 0.57% | Reduce -0.2% | 79,175 | $8.0M |
| Procyon Advisors, LLC | 0.47% | Reduce -2.3% | 78,955 | $7.9M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +7.0% | 78,749 | $7.9M |
| YHB Investment Advisors, Inc. | 0.58% | Add +2.9% | 78,406 | $7.9M |
| Alexis Investment Partners, LLC | 0.67% | Add +26.6% | 78,292 | $7.9M |
| Channel Wealth LLC | 2.10% | Add +7.3% | 78,118 | $7.9M |
| GatePass Capital, LLC | 4.62% | Reduce -2.3% | 78,032 | $7.9M |
| Gries Financial LLC | 1.24% | Add +456.9% | 77,580 | $7.8M |
| Beacon Investment Advisory Services, Inc. | 0.32% | Reduce -11.4% | 76,378 | $7.7M |
| PMG Wealth Management, Inc. | 5.85% | Add +4.6% | 76,509 | $7.7M |
| Camelot Portfolios, LLC | 4.54% | Reduce -23.5% | 76,058 | $7.7M |
| WestHill Financial Advisors, Inc. | 1.49% | Add +7.8% | 75,265 | $7.6M |
| Alexander Labrunerie & Co., Inc. | 2.73% | Reduce -2.9% | 72,505 | $7.3M |
| Equitable Holdings, Inc. | 0.05% | Add +17.2% | 69,678 | $7.0M |
| Scotia Capital Inc. | 0.03% | Add +6.0% | 68,602 | $6.9M |
| Jmac Enterprises LLC | 1.35% | Reduce -1.5% | 67,919 | $6.8M |
| Goodman Advisory Group, LLC | 1.69% | Reduce -51.5% | 67,492 | $6.8M |
| Planned Solutions, Inc. | 2.34% | Add +1.8% | 67,004 | $6.7M |
| Wedbush Securities Inc. | 0.22% | Reduce -19.1% | 65,930 | $6.6M |
| CacheTech Inc. | 1.33% | Reduce -23.3% | 65,537 | $6.6M |
| VestGen Advisors, LLC | 0.22% | Reduce -6.9% | 65,416 | $6.6M |
| NavPoint Financial, Inc. | 3.42% | Add +27.1% | 64,848 | $6.5M |
| Whittier Trust Co. | 0.07% | Reduce -15.7% | 64,211 | $6.4M |
| Aviance Capital Partners, LLC | 0.76% | Add +65.6% | 63,234 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -25.2% | 62,814 | $6.3M |
| TD Waterhouse Canada Inc. | 0.04% | Add +2.3% | 62,770 | $6.3M |
| Compound Planning, Inc. | 0.20% | Add +36.0% | 62,002 | $6.2M |
| &partners | 0.04% | Add +116.2% | 60,983 | $6.1M |
| Trek Financial, LLC | 0.36% | Reduce -27.0% | 60,451 | $6.1M |
| Global Retirement Partners, LLC | 0.14% | Add +0.8% | 60,325 | $6.1M |
| BHK Investment Advisors, LLC | 2.26% | Add +0.8% | 60,166 | $6.1M |
| Financial Advocates Investment Management | 3.39% | Reduce -18.0% | 59,889 | $6.0M |
| PFW Advisors LLC | 1.76% | Reduce -3.7% | 59,228 | $6.0M |
| Flagship Private Wealth, LLC | 2.37% | Reduce -43.0% | 58,516 | $5.9M |
| Cahill Financial Advisors Inc. | 0.66% | Add +14.8% | 57,236 | $5.8M |
| Advocate Group LLC | 0.95% | Add +9.9% | 57,131 | $5.8M |
| D.A. Davidson & Co. | 0.04% | Add +0.5% | 56,149 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +119.9% | 55,901 | $5.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -82.2% | 55,813 | $5.6M |
| RiverTree Advisors, LLC | 3.51% | Add +73.5% | 54,445 | $5.5M |
| City Center Advisors, LLC | 5.31% | Add +3.8% | 54,229 | $5.5M |
| IFP Advisors, Inc | 0.14% | Reduce -18.1% | 53,994 | $5.4M |
| Advocacy Wealth Management, LLC | 0.23% | Reduce -10.8% | 53,647 | $5.4M |
| Uncommon Cents Investing LLC | 1.33% | Add +4.7% | 53,090 | $5.3M |
| Oceanside Advisors LLC | 3.34% | Add +6.9% | 53,073 | $5.3M |
| Parsons Capital Management Inc. | 0.30% | Reduce -18.6% | 52,845 | $5.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -13.5% | 51,705 | $5.2M |
| Westside Investment Management, Inc. | 0.81% | Add +0.2% | 50,624 | $5.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +3.2% | 50,617 | $5.1M |
| 49 Wealth Management, LLC | 0.47% | Reduce -11.4% | 49,845 | $5.0M |
| Halbert Hargrove Global Advisors, LLC | 0.24% | Reduce -2.1% | 49,625 | $5.0M |
| Adams Wealth Management | 1.07% | Reduce -32.3% | 49,575 | $5.0M |
| Geneos Wealth Management Inc. | 0.13% | Add +10.4% | 49,360 | $5.0M |
| Capital Advisors Wealth Management, LLC | 0.71% | Add +11.6% | 49,148 | $4.9M |
| Bank of Montreal | 0.00% | Add +0.8% | 48,528 | $4.9M |
| World Investment Advisors | 0.10% | Add +3.6% | 48,041 | $4.8M |
| Corient Private Wealth LP | 0.01% | Reduce -3.3% | 47,763 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.2% | 47,488 | $4.8M |
| Palumbo Wealth Management LLC | 1.50% | Add +88.7% | 46,611 | $4.7M |
| Independent Financial Group, LLC | 0.11% | Add +1.8% | 46,100 | $4.6M |
| Curi Capital, LLC | 0.08% | Add +13.2% | 45,729 | $4.6M |
| StoneX Group Inc. | 0.20% | Add +14.7% | 45,332 | $4.6M |
| Strategic Investment Advisors / MI | 0.41% | Add +0.8% | 45,282 | $4.6M |
| Cim, LLC | 0.58% | Add +0.8% | 43,980 | $4.4M |
| Brown Advisory Inc. | 0.01% | Add +15.3% | 43,972 | $4.4M |
| Sigma Planning Corp | 0.12% | Reduce -5.5% | 43,374 | $4.4M |
| Values First Advisors, Inc. | 2.33% | Reduce -53.4% | 43,201 | $4.3M |
| Smith Thornton Advisors LLC | 2.26% | Add +9.2% | 42,837 | $4.3M |
| Cornerstone Financial Group, LLC | 3.28% | Add +5.6% | 42,120 | $4.2M |
| SkyOak Wealth, LLC | 0.80% | Add +1.1% | 41,965 | $4.2M |
| Barnes Wealth Management Group, Inc | 2.32% | Add +4.8% | 41,902 | $4.2M |
| SOL Capital Management CO | 0.37% | Add +1.9% | 41,544 | $4.2M |
| Capital Management Associates, Inc | 1.13% | Add +0.7% | 41,484 | $4.2M |
| Clear Point Advisors Inc. | 3.24% | Add +6.8% | 41,354 | $4.2M |
| Legacy Capital Wealth Partners, LLC | 0.90% | Reduce -1.1% | 40,963 | $4.1M |
| TFB Advisors LLC | 1.19% | Reduce -13.7% | 40,760 | $4.1M |
| Sage Capital Management, LLC | 1.82% | Add +47.9% | 40,193 | $4.0M |
| Mullaney, Keating & Wright, Inc. | 2.25% | Add +4.3% | 40,189 | $4.0M |
| Auour Investments LLC | 1.30% | Reduce -3.0% | 39,641 | $4.0M |
| Klaas Financial Asset Advisors, LLC | 0.59% | Reduce -8.8% | 38,848 | $3.9M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -5.6% | 38,671 | $3.9M |
| VSM Wealth Advisory, LLC | 1.19% | Add +5.3% | 38,131 | $3.8M |
| Anchor Capital Advisors LLC | 0.11% | Reduce -3.9% | 37,487 | $3.8M |
| First Trust Advisors LP | 0.00% | Reduce -34.5% | 37,238 | $3.7M |
| Integrity Alliance, Llc. | 0.18% | Add +10.3% | 37,151 | $3.7M |
| CreativeOne Wealth, LLC | 0.09% | Add +34.7% | 36,616 | $3.7M |
| American Institute for Advanced Investment Management, LLP | 2.40% | Reduce -1.4% | 36,409 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.1% | 35,722 | $3.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +5.7% | 35,459 | $3.6M |
| Novem Group | 0.42% | Add +22.3% | 34,801 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +2.7% | 34,696 | $3.5M |
| Milestone Asset Management, LLC | 0.66% | Add +3.9% | 34,564 | $3.5M |
| SFG Wealth Management, LLC. | 1.50% | Add +7.0% | 34,387 | $3.5M |
| Jacobi Capital Management LLC | 0.21% | Reduce -13.3% | 33,812 | $3.4M |
| Hedeker Wealth, LLC | 0.70% | Reduce -6.3% | 33,342 | $3.4M |
| WJ Interests, LLC | 1.35% | Add +10.4% | 33,243 | $3.3M |
| Muirfield Wealth Advisors LLC | 2.48% | Add +3.8% | 33,194 | $3.3M |
| Sachetta, LLC | 1.24% | Reduce -1.6% | 33,165 | $3.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +9.8% | 33,114 | $3.3M |
| FSM Wealth Advisors, LLC | 0.47% | Reduce -2.6% | 33,066 | $3.3M |
| Capital Advisors, Ltd. LLC | 0.37% | Reduce -3.0% | 32,809 | $3.3M |
| Lido Advisors, LLC | 0.01% | Add +9.2% | 32,743 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -4.5% | 32,288 | $3.3M |
| Net Worth Advisory Group | 0.93% | Reduce -15.9% | 31,902 | $3.2M |
| Sard Wealth Management Group, LLC | 1.82% | Add +4.6% | 31,652 | $3.2M |
| Bouvel Investment Partners, LLC | 0.97% | Reduce -2.5% | 31,618 | $3.2M |
| Csenge Advisory Group | 0.15% | Add +4.1% | 31,038 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +323.2% | 31,025 | $3.1M |
| PFG Private Wealth Management, LLC | 1.39% | New | 30,979 | $3.1M |
| Integrity Wealth Solutions LLC | 1.39% | Add +10.3% | 30,979 | $3.1M |
| Blueprint Investment Partners LLC | 0.43% | Add +3.7% | 30,611 | $3.1M |
| Sage Rhino Capital LLC | 0.59% | Add +3.1% | 30,501 | $3.1M |
| Stonebridge Financial Planning Group, LLC | 1.15% | Reduce -5.1% | 30,492 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.54% | Add +16.6% | 30,278 | $3.0M |
| Blueprint Financial Advisors LLC | 0.66% | Reduce -10.1% | 30,200 | $3.0M |
| Synovus Financial Corp. | 0.03% | Add +5.0% | 29,658 | $3.0M |
| Fiduciary Alliance LLC | 0.20% | Add +4.9% | 29,422 | $3.0M |
| Brown, Lisle/Cummings, Inc. | 0.75% | Reduce -22.9% | 29,004 | $2.9M |
| Stephens Inc. | 0.04% | New | 28,598 | $2.9M |
| Arete Wealth Advisors, LLC | 0.17% | Add +16.1% | 27,713 | $2.8M |
| Compass Financial Group, Inc. | 1.22% | Reduce -52.4% | 27,100 | $2.7M |
| Financial Strategies Group, Inc. | 0.52% | Add +10.5% | 27,144 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -13.2% | 27,042 | $2.7M |
| Fiduciary Trust Co | 0.03% | Add +0.4% | 26,760 | $2.7M |
| TFR Capital, LLC. | 0.90% | Add +11.6% | 26,625 | $2.7M |
| Axxcess Wealth Management, LLC | 0.06% | Add +28.5% | 26,347 | $2.7M |
| Foundry Financial Group, Inc. | 1.36% | Add +19.8% | 25,646 | $2.6M |
| SouthState Bank Corp | 0.12% | Reduce -6.5% | 25,627 | $2.6M |
| Intergy Private Wealth, LLC | 0.80% | Add +3.5% | 25,442 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Reduce -60.6% | 25,270 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -0.9% | 25,216 | $2.5M |
| Macroview Investment Management LLC | 1.90% | Add +3.5% | 25,159 | $2.5M |
| RFG Holdings, Inc. | 0.65% | Reduce -39.9% | 25,037 | $2.5M |
| Addison Capital Co | 0.74% | Add +24.0% | 24,882 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +288.8% | 24,497 | $2.5M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -6.7% | 24,164 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -28.1% | 24,050 | $2.4M |
| MAI Capital Management | 0.01% | Reduce -6.0% | 23,641 | $2.4M |
| AG Asset Advisory, LLC | 1.92% | Add +5.8% | 22,955 | $2.3M |
| HCR Wealth Advisors | 0.24% | Add +3.0% | 23,010 | $2.3M |
| PAX Financial Group, LLC | 0.41% | Reduce -6.6% | 22,825 | $2.3M |
| Authentikos Wealth Advisory, LLC | 1.51% | Reduce -0.4% | 22,755 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +656.2% | 22,693 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -1.0% | 22,295 | $2.2M |
| Peregrine Asset Advisers, Inc. | 0.67% | Reduce -0.6% | 22,224 | $2.2M |
| Spire Wealth Management | 0.07% | Add +80.6% | 21,885 | $2.2M |
| Moneco Advisors, LLC | 0.18% | Add +30.5% | 21,864 | $2.2M |
| Range Financial Group LLC | 0.79% | Reduce -1.4% | 21,646 | $2.2M |
| Ruggaard & Associates LLC | 0.80% | Add +18.8% | 21,252 | $2.1M |
| Somerset Group LLC | 1.70% | Reduce -0.2% | 21,248 | $2.1M |
| Rollins Financial Advisors, LLC | 0.32% | Reduce -4.2% | 21,067 | $2.1M |
| Cedar Mountain Advisors, LLC | 0.41% | Add +24.1% | 20,916 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +483.7% | 20,838 | $2.1M |
| Klingman & Associates, LLC | 0.10% | No change | 20,500 | $2.1M |
| Altfest L J & Co. Inc. | 0.23% | Reduce -9.2% | 20,275 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -0.1% | 20,159 | $2.0M |
| Regatta Capital Group, LLC | 0.32% | Reduce -19.5% | 20,066 | $2.0M |
| Pilgrim Partners Asia Pte Ltd | 0.90% | — | 20,000 | $2.0M |
| Unified Investment Management | 2.01% | Reduce -0.2% | 19,987 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +528.1% | 19,979 | $2.0M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.8% | 19,883 | $2.0M |
| Proffitt & Goodson Inc. | 0.28% | Add +6.2% | 19,580 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +87.2% | 19,233 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +26.1% | 19,209 | $1.9M |
| Rik Saylor Financial, Inc. | 1.41% | Reduce -5.0% | 19,200 | $1.9M |
| ETF Store, Inc. | 2.01% | Add +4.0% | 18,829 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -0.0% | 18,411 | $1.8M |
| ArrowMark Colorado Holdings LLC | 0.03% | New | 18,142 | $1.8M |
| Legacy Solutions, LLC | 1.64% | Add +5.3% | 18,079 | $1.8M |
| Allworth Financial LP | 0.01% | Add +16.7% | 17,946 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.23% | Add +26.2% | 17,896 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | No change | 17,779 | $1.8M |
| Scarborough Advisors, LLC | 0.31% | Reduce -2.8% | 17,581 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -8.0% | 17,477 | $1.8M |
| SteelPeak Wealth, LLC | 0.06% | Add +3.5% | 17,397 | $1.8M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -2.1% | 17,229 | $1.7M |
| Main Street Financial Solutions, LLC | 0.11% | Add +212.3% | 17,123 | $1.7M |
| Hudson Portfolio Management LLC | 1.51% | Reduce -15.4% | 16,927 | $1.7M |
| Staley Capital Advisers Inc. | 0.07% | Reduce -2.2% | 16,910 | $1.7M |
| Parr McKnight Wealth Management Group, LLC | 0.22% | Reduce -36.7% | 16,878 | $1.7M |
| Precision Wealth Strategies, LLC | 0.55% | Reduce -55.8% | 16,690 | $1.7M |
| Oxinas Partners, LLC | 0.90% | Reduce -44.6% | 16,617 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -2.4% | 16,513 | $1.7M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -7.0% | 16,381 | $1.6M |
| West Michigan Advisors, LLC | 0.40% | Reduce -37.5% | 16,339 | $1.6M |
| SYM FINANCIAL Corp | 0.17% | Add +30.3% | 16,065 | $1.6M |
| Cannon Wealth Management Services, LLC | 1.22% | Add +36.4% | 16,006 | $1.6M |
| AQR Capital Management | 0.00% | Add +48.5% | 15,967 | $1.6M |
| Roger Wittlin Investment Advisory, LLC | 0.86% | Reduce -49.9% | 15,340 | $1.5M |
| Phoenix Wealth Advisors | 0.59% | Add +3.7% | 15,294 | $1.5M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -16.0% | 15,264 | $1.5M |
| MPWM Advisory Solutions, LLC | 0.91% | Add +7.5% | 15,178 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +18.5% | 15,217 | $1.5M |
| Avid Wealth Partners LLC | 0.73% | Add +334.3% | 14,687 | $1.5M |
| Coppell Advisory Solutions LLC | 0.16% | Reduce -3.0% | 14,684 | $1.5M |
| HHM Wealth Advisors, LLC | 0.17% | New | 14,641 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +36.5% | 14,578 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +6.0% | 14,502 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Add +0.8% | 14,432 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Add +28.3% | 14,399 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 14,395 | $1.4M |
| Birch Capital Management, LLC | 0.74% | Reduce -10.8% | 14,372 | $1.4M |
| Signet Financial Management, LLC | 0.17% | Reduce -5.5% | 14,287 | $1.4M |
| Shayne & Jacobs, LLC | 0.44% | No change | 14,218 | $1.4M |
| Mittelman Wealth Management | 0.94% | Add +569.5% | 14,214 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -0.7% | 14,201 | $1.4M |
| Midwest Financial Network, LLC | 1.15% | Add +1.9% | 14,072 | $1.4M |
| Golden State Wealth Management, LLC | 0.16% | Reduce -20.7% | 14,014 | $1.4M |
| Noble Wealth Management PBC | 0.74% | — | 13,897 | $1.4M |
| Fca Corp. | 0.39% | Add +6.1% | 13,864 | $1.4M |
| Ascent Group, LLC | 0.05% | Add +64.9% | 13,459 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.17% | Reduce -3.2% | 13,440 | $1.4M |
| Tounjian Advisory Partners, LLC | 0.44% | Reduce -55.0% | 13,126 | $1.3M |
| Three Bridge Wealth Advisors, LLC | 0.34% | Add +1.0% | 12,997 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -1.2% | 12,830 | $1.3M |
| Naples Global Advisors, LLC | 0.10% | New | 12,790 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.3% | 12,765 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +0.9% | 12,743 | $1.3M |
| Creative Capital Management Investments LLC | 0.41% | Reduce -3.3% | 12,686 | $1.3M |
| Joel Adams & Associates, Inc. | 1.02% | Reduce -1.8% | 12,603 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +15.4% | 12,575 | $1.3M |
| WESCAP Management Group, Inc. | 0.27% | Add +12.4% | 12,574 | $1.3M |
| Montis Financial, LLC | 0.29% | Reduce -2.2% | 12,569 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -3.7% | 12,500 | $1.3M |
| Arbor Investment Advisors, LLC | 0.16% | Add +3.5% | 12,399 | $1.2M |
| Quartz Partners, LLC | 0.45% | Reduce -42.8% | 12,330 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.33% | Reduce -3.0% | 12,272 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -7.5% | 12,182 | $1.2M |
| Rothschild Wealth LLC | 0.27% | Reduce -5.5% | 12,178 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -18.0% | 12,109 | $1.2M |
| Kovack Advisors, Inc. | 0.11% | Reduce -10.5% | 11,946 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -13.0% | 11,918 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +8.6% | 11,785 | $1.2M |
| Simmons Bank | 0.08% | Reduce -39.5% | 11,762 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.1% | 11,646 | $1.2M |
| Essex Bank | 0.26% | New | 11,623 | $1.2M |
| Essential Planning, LLC. | 0.40% | Add +17.0% | 11,545 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -13.9% | 11,260 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -12.6% | 11,124 | $1.1M |
| Triumph Capital Management | 0.30% | Add +61.0% | 10,991 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | No change | 10,968 | $1.1M |
| Accredited Wealth Management, LLC | 0.82% | Reduce -34.8% | 6,424 | $1.1M |
| Omega Financial Group, LLC | 0.37% | Add +0.8% | 10,915 | $1.1M |
| Financial Enhancement Group LLC | 0.15% | Add +7.5% | 10,910 | $1.1M |
| Red Cedar Investment Management, LLC | 0.13% | No change | 10,843 | $1.1M |
| Hamilton Wealth, LLC | 0.23% | Reduce -33.5% | 10,804 | $1.1M |
| Kingdom Financial Group LLC. | 0.66% | Add +188.4% | 10,765 | $1.1M |
| CWC Advisors, LLC. | 0.51% | Reduce -7.6% | 10,435 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.68% | No change | 10,398 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +5.9% | 10,327 | $1.0M |
| L & S Advisors Inc | 0.11% | Reduce -15.1% | 10,214 | $1.0M |
| Private Trust Co. NA | 0.09% | Reduce -6.6% | 10,158 | $1.0M |
| Roble, Belko & Company, Inc | 0.14% | Reduce -3.8% | 10,118 | $1.0M |
| Arrow Financial Corp | 0.10% | Reduce -28.4% | 10,073 | $1.0M |
| Power Wealth Management LLC | 0.37% | Reduce -75.0% | 10,065 | $1.0M |
| Allianz Investment Management U.S. LLC | 0.04% | No change | 9,838 | $991K |
| K.J. Harrison & Partners Inc | 0.14% | Reduce -17.2% | 9,801 | $983K |
| Richard P Slaughter Associates Inc | 0.21% | Reduce -47.8% | 9,734 | $980K |
| Investor's Fiduciary Advisor Network, LLC | 0.33% | Add +2.3% | 9,681 | $974K |
| DeDora Capital, Inc. | 0.23% | No change | 9,541 | $961K |
| Mayfair Advisory Group, LLC | 0.41% | Reduce -8.9% | 9,510 | $958K |
| Financial Management Professionals, Inc. | 0.10% | Reduce -12.8% | 9,421 | $949K |
| Perigon Wealth Management, LLC | 0.02% | Add +20.9% | 9,357 | $942K |
| Kanawha Capital Management LLC | 0.06% | Reduce -7.1% | 9,263 | $933K |
| Concorde Financial Corp | 0.52% | Add +25.9% | 9,233 | $930K |
| Per Stirling Capital Management, LLC. | 0.11% | Reduce -1.9% | 9,162 | $923K |
| WealthCollab, LLC | 0.42% | Add +11.6% | 9,148 | $921K |
| Mosaic Financial Group, LLC | 0.65% | Reduce -2.7% | 9,088 | $915K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.9% | 9,090 | $915K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -26.6% | 9,082 | $914K |
| Financial Guidance Group, Inc. | 0.40% | Reduce -12.8% | 8,953 | $901K |
| Phil A. Younker & Associates, Ltd. | 0.69% | New | 8,943 | $900K |
| Koshinski Asset Management, Inc. | 0.06% | Add +84.1% | 8,941 | $900K |
| Modern Wealth Management, LLC | 0.02% | Add +46.9% | 8,865 | $893K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.8% | 8,847 | $891K |
| Fort Point Capital Partners LLC | 0.11% | New | 8,842 | $890K |
| Independent Wealth Network Inc. | 0.28% | Reduce -9.6% | 8,587 | $865K |
| CGC Financial Services, LLC | 0.24% | Add +10.2% | 8,553 | $861K |
| Oak Grove Capital LLC | 0.19% | Reduce -38.0% | 8,500 | $856K |
| BridgePort Financial Solutions, LLC | 0.23% | Add +25.8% | 8,451 | $851K |
| Quadrature Capital Ltd | 0.01% | New | 8,275 | $833K |
| Alterna Wealth Management, Inc. | 0.69% | Add +26.7% | 8,275 | $833K |
| Transcendent Capital Group LLC | 0.37% | Add +0.3% | 8,197 | $825K |
| PFG Investments, LLC | 0.04% | Add +61.9% | 8,185 | $824K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,175 | $823K |
| Wealthfront Advisers LLC | 0.00% | Add +4.8% | 8,141 | $820K |
| Lodestone Wealth Management LLC | 0.37% | Reduce -3.1% | 8,071 | $813K |
| Franklin Resources Inc. | 0.00% | No change | 8,008 | $806K |
| FMR LLC | 0.00% | Reduce -11.9% | 7,993 | $805K |
| Citizens Financial Group Inc. | 0.01% | Add +4.3% | 7,956 | $801K |
| Savant Capital, LLC | 0.00% | Reduce -10.8% | 7,948 | $800K |
| NewEdge Wealth, LLC | 0.01% | Reduce -40.1% | 7,971 | $800K |
| Smithfield Trust Co | 0.04% | Reduce -12.4% | 7,943 | $798K |
| Financial Futures Ltd Liability Co. | 0.39% | Add +45.0% | 7,890 | $794K |
| Powell Investment Advisors, LLC | 0.28% | No change | 7,845 | $790K |
| McNamara Financial Services, Inc. | 0.15% | Add +72.6% | 7,756 | $781K |
| Ibex Wealth Advisors | 0.07% | No change | 7,744 | $780K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.16% | Add +22.7% | 7,736 | $779K |
| Rovin Capital /Ut/ | 0.22% | New | 7,716 | $777K |
| Quest 10 Wealth Builders, Inc. | 0.71% | Add +5.7% | 7,629 | $768K |
| Intellus Advisors LLC | 0.10% | No change | 7,514 | $757K |
| Lionsbridge Wealth Management LLC | 0.73% | Reduce -30.3% | 7,326 | $738K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.1% | 7,350 | $737K |
| Austin Wealth Management, LLC | 0.12% | Reduce -2.8% | 7,313 | $735K |
| Alpha Cubed Investments, LLC | 0.03% | Add +2.2% | 7,280 | $733K |
| Redwood Investment Management, LLC | 0.08% | New | 7,267 | $732K |
| Summit Financial, LLC | 0.01% | Reduce -24.8% | 7,118 | $717K |
| Principal Securities, Inc. | 0.01% | Add +12.3% | 7,039 | $709K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -4.0% | 6,961 | $701K |
| Western Wealth Management, LLC | 0.04% | Reduce -17.2% | 6,948 | $700K |
| Infinity Wealth Counsel, LLC | 0.68% | Reduce -6.7% | 6,907 | $695K |
| Catalyst Private Wealth, LLC | 0.30% | No change | 6,900 | $695K |
| Accurate Wealth Management, LLC | 0.09% | New | 6,914 | $694K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | Add +0.1% | 6,892 | $694K |
| Peak Asset Management, LLC | 0.12% | No change | 6,860 | $691K |
| Summa Corp. | 0.30% | Add +1.5% | 6,800 | $685K |
| Northern Trust Corp. | 0.00% | Add +188.7% | 6,744 | $679K |
| JT Stratford LLC | 0.09% | Add +2.5% | 6,695 | $674K |
| Element Wealth, LLC | 0.29% | No change | 6,678 | $672K |
| Balefire, LLC | 0.13% | Add +22.2% | 6,658 | $670K |
| Magnolia Capital Advisors LLC | 0.17% | Reduce -85.8% | 6,605 | $665K |
| BigSur Wealth Management LLC | 0.16% | No change | 6,600 | $665K |
| Maridea Wealth Management LLC | 0.10% | New | 6,492 | $653K |
| Anchor Investment Management, LLC | 0.05% | No change | 6,450 | $649K |
| NWF Advisory Services Inc. | 0.07% | Reduce -0.4% | 6,407 | $645K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 6,396 | $644K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.8% | 6,390 | $643K |
| RFG Advisory, LLC | 0.01% | Add +32.7% | 6,367 | $641K |
| Marshall Financial Group, LLC | 0.12% | Reduce -9.4% | 6,326 | $637K |
| ABLE Financial Group, LLC | 0.14% | Add +117.8% | 6,197 | $624K |
| Rossby Financial, LCC | 0.21% | Reduce -5.1% | 6,189 | $621K |
| Archer Investment Corp | 0.14% | Reduce -1.3% | 6,154 | $620K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.9% | 6,140 | $618K |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.1% | 6,112 | $615K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.21% | No change | 6,116 | $615K |
| Crown Wealth Group, LLC | 0.18% | Add +36.1% | 6,042 | $608K |
| Spinnaker Investment Group, LLC | 0.11% | No change | 5,975 | $602K |
| SVB Wealth LLC | 0.03% | Reduce -1.7% | 5,875 | $592K |
| Flow Traders U.S. LLC | 0.02% | New | 5,779 | $582K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +50.6% | 5,757 | $580K |
| Centaurus Financial, Inc. | 0.03% | Add +6.8% | 5,703 | $574K |
| DAVENPORT & Co LLC | 0.00% | Reduce -29.9% | 5,601 | $564K |
| MFA Wealth Services | 0.39% | Reduce -3.5% | 5,590 | $563K |
| Mission Wealth Management, LP | 0.01% | Reduce -9.4% | 5,544 | $558K |
| Focus Financial Network, Inc. | 0.02% | Add +65.2% | 5,450 | $549K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 5,384 | $542K |
| Citadel Advisors | 0.00% | Reduce -95.7% | 5,286 | $532K |
| Certuity, LLC | 0.04% | Add +15.0% | 5,265 | $530K |
| Red Door Wealth Management, LLC | 0.06% | Reduce -3.3% | 5,246 | $528K |
| Occidental Asset Management, LLC | 0.07% | Reduce -91.3% | 5,232 | $527K |
| Lantern Wealth Advisors, LLC | 0.27% | Add +8.8% | 5,168 | $520K |
| Integrated Advisors Network LLC | 0.02% | Add +1.1% | 5,065 | $510K |
| CoreCap Advisors, LLC | 0.02% | Reduce -79.5% | 5,039 | $507K |
| TCFG Wealth Management, LLC | 0.20% | Add +4.2% | 5,010 | $503K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Add +53.1% | 4,975 | $501K |
| Haverford Trust Co | 0.00% | No change | 4,967 | $500K |
| Castle Rock Wealth Management, LLC | 0.11% | Reduce -5.7% | 4,950 | $497K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +1.0% | 4,921 | $496K |
| Capital Insight Partners, LLC | 0.08% | Add +1.2% | 4,915 | $495K |
| Ascension Capital Advisors, Inc. | 0.19% | Reduce -1.9% | 4,875 | $491K |
| Valmark Advisers, Inc. | 0.01% | Reduce -34.5% | 4,853 | $489K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -93.5% | 4,830 | $486K |
| Entrewealth, LLC | 0.25% | Reduce -0.1% | 4,807 | $484K |
| Stark Wealth Management LLC | 2.19% | No change | 4,756 | $479K |
| Resurgent Financial Advisors LLC | 0.23% | New | 4,737 | $477K |
| Regal Investment Advisors LLC | 0.03% | Reduce -1.4% | 4,732 | $476K |
| Journey Strategic Wealth LLC | 0.01% | New | 4,500 | $453K |
| Mid-American Wealth Advisory Group, Inc. | 0.20% | New | 4,469 | $450K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Reduce -7.5% | 4,446 | $448K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 4,401 | $443K |
| White Pine Investment CO | 0.10% | Add +2.3% | 4,363 | $439K |
| SilverOak Wealth Management LLC | 0.07% | No change | 4,319 | $435K |
| Strategic Blueprint, LLC | 0.02% | Add +15.4% | 4,297 | $433K |
| US Bancorp \de | 0.00% | Add +0.6% | 4,286 | $432K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -10.3% | 4,260 | $429K |
| Lanark Financial, Inc. | 0.03% | Add +22.8% | 4,254 | $428K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +7.0% | 4,238 | $427K |
| StrongBox Wealth, LLC | 0.14% | Reduce -8.7% | 4,202 | $423K |
| Empirical Asset Management, LLC | 0.12% | Add +0.6% | 4,200 | $423K |
| Arrowroot Family Office, LLC | 0.17% | Add +0.8% | 4,123 | $415K |
| Paulson Wealth Management Inc. | 0.10% | Add +13.0% | 4,113 | $414K |
| LifeGoal Investments, LLC | 0.34% | New | 4,091 | $412K |
| Rosenberg Matthew Hamilton | 0.09% | Add +0.1% | 4,046 | $407K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -12.3% | 3,999 | $402K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,987 | $401K |
| CX Institutional | 0.01% | Add +953.9% | 3,973 | $400K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +11.3% | 3,966 | $399K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 3,961 | $399K |
| Betterment LLC | 0.00% | Add +64.4% | 3,941 | $397K |
| Hudock, Inc. | 0.06% | Add +0.8% | 3,917 | $394K |
| Valley Brook Capital Group, Inc. | 0.26% | Reduce -3.1% | 3,830 | $386K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.7% | 3,827 | $385K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,825 | $385K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -42.0% | 3,824 | $385K |
| Private Client Services, LLC | 0.13% | Add +28.6% | 3,801 | $383K |
| Sandbox Financial Partners, LLC | 0.11% | Add +63.8% | 3,793 | $382K |
| Simplicity Wealth,LLC | 0.02% | Reduce -22.5% | 3,745 | $377K |
| John W. Brooker & Co., CPAs | 0.76% | Add +5.2% | 3,704 | $373K |
| Friedenthal Financial | 0.19% | Reduce -19.2% | 3,616 | $364K |
| BlueChip Wealth Advisors LLC | 0.15% | Reduce -56.6% | 3,597 | $362K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.9% | 3,588 | $361K |
| Holos Integrated Wealth LLC | 0.21% | Reduce -8.6% | 3,573 | $359K |
| Running Point Capital Advisors, LLC | 0.09% | New | 3,506 | $353K |
| Keystone Financial Group | 0.03% | Reduce -20.9% | 3,500 | $352K |
| Mather Group, Llc. | 0.00% | Reduce -0.5% | 3,477 | $350K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -48.9% | 3,472 | $350K |
| Wealth Alliance, LLC | 0.04% | Reduce -93.6% | 3,471 | $350K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -34.5% | 3,463 | $349K |
| Mattern Wealth Management LLC | 0.07% | No change | 3,447 | $347K |
| Christian Investment Advisors, Inc. | 0.28% | New | 3,433 | $346K |
| JNBA Financial Advisors | 0.03% | Reduce -3.8% | 3,412 | $344K |
| Strait & Sound Wealth Management LLC | 0.13% | No change | 3,393 | $342K |
| Silverlake Wealth Management LLC | 0.08% | Reduce -18.4% | 3,387 | $341K |
| Headlands Technologies LLC | 0.03% | Add +573.0% | 3,385 | $341K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.8% | 3,380 | $340K |
| Drake & Associates, LLC | 0.07% | Reduce -23.7% | 3,345 | $336K |
| XTX Topco Ltd | 0.02% | New | 3,260 | $328K |
| Lloyd Advisory Services, LLC. | 0.15% | Reduce -6.6% | 3,239 | $326K |
| Hilltop Holdings Inc. | 0.02% | No change | 3,183 | $320K |
| Ethos Financial Group, LLC | 0.03% | No change | 3,179 | $320K |
| Avior Wealth Management, LLC | 0.01% | Add +3.1% | 3,159 | $318K |
| Charter Oak Capital Management, LLC | 0.02% | New | 3,153 | $317K |
| Weatherly Asset Management L. P. | 0.03% | No change | 3,116 | $314K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +18.0% | 3,106 | $313K |
| Robinswood Financial LLC | 0.10% | Add +0.6% | 3,102 | $312K |
| Tru Independence Asset Management 2, LLC | 0.20% | No change | 3,090 | $311K |
| Norris Financial Group, LLC | 0.11% | Reduce -1.8% | 3,088 | $311K |
| Obsidian Personal Planning Solutions LLC | 0.11% | No change | 3,086 | $311K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +1.2% | 3,059 | $308K |
| Harvest Investment Services, LLC | 0.06% | Reduce -32.0% | 3,020 | $304K |
| American Trust | 0.03% | Add +2.9% | 3,016 | $304K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 3,000 | $302K |
| North Forty Two & Co. | 0.29% | No change | 2,996 | $302K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | Add +4.7% | 2,961 | $298K |
| Gimbal Financial | 0.18% | No change | 2,920 | $294K |
| Accelerate Investment Advisors LLC | 0.20% | Add +1.1% | 2,899 | $292K |
| Two Sigma Securities, LLC | 0.04% | Add +15.3% | 2,887 | $291K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -73.4% | 2,833 | $285K |
| Investment Advisory Group, LLC | 0.08% | Add +0.2% | 2,821 | $284K |
| Grantvest Financial Group LLC | 0.20% | Reduce -24.7% | 2,813 | $283K |
| Baron Wealth Management LLC | 0.09% | Reduce -13.4% | 2,791 | $281K |
| Commerce Bank | 0.00% | No change | 2,782 | $280K |
| Greatmark Investment Partners, Inc. | 0.03% | Reduce -9.8% | 2,775 | $279K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,754 | $277K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Add +1.4% | 2,738 | $276K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.3% | 2,734 | $275K |
| Access Financial Services, Inc. | 0.10% | Reduce -27.1% | 2,697 | $272K |
| Berman McAleer LLC | 0.04% | — | 2,689 | $271K |
| Linscomb Wealth, Inc. | 0.01% | No change | 2,661 | $268K |
| MMBG Investment Advisors Co. | 0.02% | Reduce -11.6% | 2,660 | $268K |
| Canal Capital Management, LLC | 0.04% | Add +5.4% | 2,640 | $266K |
| Meriwether Wealth & Planning, LLC | 0.15% | Reduce -18.5% | 2,623 | $264K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,600 | $262K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,593 | $261K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 2,584 | $260K |
| Nordwand Advisors, LLC | 0.04% | No change | 2,579 | $260K |
| Crewe Advisors LLC | 0.02% | Reduce -2.5% | 2,576 | $259K |
| Integrated Capital Management, LLC | 0.11% | Reduce -1.0% | 2,565 | $258K |
| StoneCrest Wealth Management, Inc. | 0.11% | New | 2,553 | $257K |
| Heritage Trust Co | 0.03% | No change | 2,550 | $257K |
| MAS Advisors LLC | 0.41% | Reduce -1.7% | 2,543 | $256K |
| Argent Trust Co | 0.01% | Reduce -3.7% | 2,501 | $252K |
| Barrett & Company, Inc. | 0.09% | Add +0.7% | 2,466 | $248K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,426 | $244K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -2.3% | 2,422 | $244K |
| Premier Financial Group | 0.06% | New | 2,400 | $242K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -9.0% | 2,378 | $239K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -7.8% | 2,365 | $238K |
| United Advisor Group, LLC | 0.03% | Add +2.5% | 2,350 | $237K |
| LongView Wealth Management | 0.06% | Add +0.5% | 2,326 | $234K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 2,304 | $232K |
| BBR Partners, LLC | 0.01% | New | 2,304 | $232K |
| Wallace Hart LLC | 0.17% | New | 2,300 | $232K |
| Wincap Financial LLC | 0.16% | New | 2,290 | $231K |
| Ieq Capital, LLC | 0.00% | New | 2,261 | $228K |
| Apella Capital, LLC | 0.01% | No change | 2,258 | $227K |
| Prosperity Wealth Management, Inc. | 0.08% | New | 2,250 | $227K |
| Howard Wealth Management, LLC | 0.10% | Add +10.8% | 2,237 | $225K |
| Ade, LLC | 0.11% | No change | 2,220 | $224K |
| Watts Gwilliam & Co., LLC | 0.04% | No change | 2,220 | $223K |
| Life Line Wealth Management LLC | 0.07% | Add +1.1% | 2,206 | $222K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -29.1% | 2,194 | $221K |
| Legacy Financial Strategies, LLC | 0.04% | New | 2,172 | $219K |
| 1900 Wealth Management LLC | 0.01% | Add +0.5% | 2,172 | $219K |
| Mezzasalma Advisors, LLC | 0.06% | Add +1.2% | 2,169 | $218K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.10% | New | 2,124 | $214K |
| Firethorn Wealth Partners, LLC | 0.08% | New | 2,113 | $213K |
| Titleist Asset Management, LLC | 0.02% | Add +5.1% | 2,095 | $211K |
| Stewardship Advisors, LLC | 0.05% | Reduce -15.5% | 2,094 | $211K |
| Beacon Financial Advisory LLC | 0.05% | New | 2,091 | $211K |
| Gibbs Wealth Management | 0.05% | Reduce -4.7% | 2,087 | $210K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.5% | 2,066 | $208K |
| Fisher Asset Management | 0.00% | New | 2,064 | $208K |
| BIP Wealth, LLC | 0.01% | No change | 2,050 | $206K |
| Larson Financial Group LLC | 0.01% | New | 2,030 | $204K |
| LexAurum Advisors, LLC | 0.03% | Reduce -25.0% | 2,030 | $204K |
| CENTRAL TRUST Co | 0.00% | Add +9.3% | 2,025 | $204K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 2,017 | $203K |
| Five Pine Wealth Management | 0.14% | Add +4.0% | 2,212 | $203K |
| Sloy Dahl & Holst, LLC | 0.02% | No change | 2,000 | $201K |
| Marex Group Ltd | 0.00% | New | 2,000 | $201K |
| Everpar Advisors LLC | 0.08% | No change | 1,994 | $201K |
| Tradewinds Capital Management, LLC | 0.04% | No change | 1,902 | $192K |
| New Millennium Group LLC | 0.08% | Reduce -1.1% | 1,790 | $180K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -21.3% | 1,769 | $178K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,769 | $178K |
| Avalon Trust Co | 0.01% | Add +57.8% | 1,641 | $165K |
| LRI Investments, LLC | 0.01% | No change | 1,623 | $163K |
| Kings Path Partners LLC | 0.06% | Add +52.7% | 1,609 | $162K |
| ORG Partners LLC | 0.03% | Add +46.4% | 1,580 | $159K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -22.4% | 1,555 | $157K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,519 | $153K |
| Pacific Center for Financial Services | 0.04% | No change | 1,430 | $144K |
| Alerus Financial NA | 0.01% | New | 1,359 | $137K |
| Peck Wealth Management, LLC | 0.11% | — | 1,175 | $118K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,108 | $112K |
| Optimum Investment Advisors | 0.04% | No change | 1,000 | $101K |
| Washington Trust Advisors, Inc. | 0.01% | Add +11.4% | 980 | $99K |
| NFSG Corp | 0.01% | No change | 955 | $96K |
| Nvwm, LLC | 0.02% | No change | 920 | $93K |
| Bessemer Group Inc. | 0.00% | Reduce -23.1% | 830 | $84K |
| Vestor Capital, LLC | 0.01% | Reduce -62.6% | 799 | $80K |
| Smartleaf Asset Management LLC | 0.00% | Add +1076.6% | 753 | $76K |
| Bellevue Asset Management, LLC | 0.03% | No change | 735 | $74K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 725 | $73K |
| Aspect Partners, LLC | 0.03% | No change | 700 | $70K |
| Colonial Trust Co / SC | 0.01% | No change | 645 | $65K |
| Mascoma Wealth Management LLC | 0.01% | No change | 618 | $62K |
| Wagner Wealth Management, LLC | 0.01% | No change | 601 | $61K |
| Register Financial Advisors LLC | 0.02% | Add +0.3% | 594 | $60K |
| Lummis Asset Management, LP | 0.04% | No change | 541 | $54K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 538 | $54K |
| Clarity Asset Management, Inc. | 0.03% | Add +108.6% | 532 | $54K |
| Fifth Third Bancorp | 0.00% | New | 528 | $53K |
| American National Bank & Trust | 0.00% | Add +77.2% | 459 | $46K |
| Aventura Private Wealth, LLC | 0.02% | No change | 452 | $46K |
| McIlrath & Eck, LLC | 0.00% | New | 413 | $42K |
| Longview Financial Advisors LLC | 0.02% | Add +1.5% | 398 | $40K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.1% | 395 | $40K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 366 | $37K |
| Pacifica Partners Inc. | 0.01% | New | 364 | $37K |
| Disciplina Capital Management LLC | 0.00% | No change | 355 | $36K |
| Bfsg, LLC | 0.00% | No change | 351 | $35K |
| CVA Family Office, LLC | 0.00% | No change | 324 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 303 | $31K |
| Evolution Wealth Management Inc. | 0.03% | Add +36.4% | 296 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.0% | 280 | $28K |
| Legacy Wealth Managment, LLC | 0.01% | New | 278 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.8% | 246 | $25K |
| 1 North Wealth Services LLC | 0.01% | Reduce -19.3% | 218 | $22K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 213 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 199 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +1105.8% | 4,124 | $20K |
| First Community Trust NA | 0.01% | No change | 167 | $17K |
| Root Financial Partners, LLC | 0.00% | Reduce -94.3% | 163 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 158 | $16K |
| Costello Asset Management, INC | 0.01% | Add +0.7% | 148 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 124 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| Oakworth Capital, Inc. | 0.00% | New | 109 | $11K |
| Cordant, Inc. | 0.00% | Add +7.0% | 107 | $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 |
| Tsfg, LLC | 0.00% | New | 102 | $10K |
| WFA of San Diego, LLC | 0.01% | No change | 99 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 99 | $10K |
| Guerra Advisors Inc | 0.00% | New | 98 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -24.0% | 92 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 83 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 81 | $8K |
| Caldwell Trust Co | 0.00% | No change | 72 | $7K |
| Luminist Capital LLC | 0.01% | No change | 70 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +1.6% | 65 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 65 | $7K |
| Abich Financial Wealth Management LLC | 0.00% | — | 55 | $6K |
| Park Square Financial Group, LLC | 0.02% | Reduce -91.9% | 53 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 50 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 39 | $4K |
| Key Financial Inc | 0.00% | Reduce -11.4% | 39 | $4K |
| Orion Capital Management LLC | 0.00% | New | 36 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -68.2% | 35 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 28 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +3.9% | 27 | $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 |
| Motco | 0.00% | New | 11 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 7 | $704 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2 | $201 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $69 |
"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.