PIMCO Enhanced Short MaturitMINTETF
13F holders, Q4 2025 (December 31)736holders +36
59new positions
45sold out
3famous investors
$100.34avg. 13F price*
At the end of Q4 2025, 736 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, up 36 from Q3 2025. 59 opened new positions and 45 sold out. The largest holders were JPMorgan Chase & Co. ($3.3B), Assetmark, Inc. ($897.8M) and Morgan Stanley ($897.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $50.6M |
| Exits | 45 | $43.4M |
All 13F filers, Q3 2025 → Q4 2025: 6,985,561 shares bought and 3,827,841 shares sold, net +3,157,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| JPMorgan Chase & Co. | 0.22% | Add +4.4% | 32,615,613 | $3.3B |
| Assetmark, Inc. | 1.83% | Add +7.0% | 8,947,720 | $897.8M |
| Morgan Stanley | 0.05% | Reduce -0.3% | 8,945,100 | $897.6M |
| Wells Fargo & Company | 0.09% | Add +3.8% | 4,515,474 | $453.1M |
| LPL Financial LLC | 0.11% | Reduce -0.2% | 4,064,348 | $407.8M |
| UBS Group AG | 0.06% | Add +10.2% | 2,763,212 | $277.3M |
| Cwm, LLC | 0.46% | Add +1.2% | 1,675,562 | $168.1M |
| Bank of America Corp. | 0.01% | Add +14.3% | 1,587,080 | $159.2M |
| Johnson Financial Group, LLC | 7.45% | Reduce -6.7% | 1,199,071 | $120.3M |
| Focus Partners Wealth | 0.13% | Add +1.8% | 1,094,376 | $109.8M |
| Royal Bank of Canada | 0.02% | Add +14.3% | 1,089,157 | $109.3M |
| AE Wealth Management LLC | 0.55% | Add +4.0% | 960,517 | $96.4M |
| Bramshill Investments, LLC | 5.26% | Reduce -0.7% | 926,431 | $93.0M |
| Advisor OS, LLC | 6.68% | Add +1.6% | 826,843 | $83.0M |
| MJP Associates Inc. | 10.29% | Add +4.3% | 819,456 | $82.2M |
| Proficio Capital Partners LLC | 5.57% | Reduce -4.8% | 791,414 | $79.4M |
| Stifel Financial Corp. | 0.07% | Reduce -0.2% | 787,550 | $79.0M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +134.3% | 775,638 | $77.8M |
| Keybank National Association | 0.27% | Add +2.0% | 756,026 | $75.9M |
| Raymond James Financial Inc. | 0.02% | Add +17.7% | 730,394 | $73.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -17.7% | 550,076 | $55.2M |
| Krilogy Financial LLC | 1.84% | Reduce -1.0% | 536,013 | $54.0M |
| Mariner, LLC | 0.06% | Add +4.0% | 521,037 | $52.3M |
| Gainplan LLC | 19.14% | Add +80.9% | 508,095 | $51.0M |
| Osaic Holdings, Inc. | 0.07% | Reduce -47.8% | 468,083 | $47.0M |
| NewEdge Advisors, LLC | 0.17% | Add +37.8% | 463,424 | $46.5M |
| Flaharty Asset Management, LLC | 5.69% | Reduce -3.0% | 454,380 | $45.6M |
| Family Manage LLC | 5.67% | Reduce -16.9% | 447,097 | $44.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.7% | 433,295 | $43.5M |
| HB Wealth Management, LLC | 0.28% | Reduce -35.8% | 430,527 | $43.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.0% | 427,432 | $42.9M |
| HighTower Advisors, LLC | 0.04% | Add +12.1% | 405,523 | $40.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -0.6% | 398,030 | $39.9M |
| MML Investors Services, LLC | 0.08% | Add +6.8% | 346,142 | $34.7M |
| Truist Financial Corp. | 0.05% | Reduce -30.1% | 345,675 | $34.7M |
| Retirement Income Solutions, Inc. | 5.58% | Reduce -21.2% | 327,797 | $32.9M |
| National Bank of Canada | 0.03% | Add +2.2% | 323,004 | $32.4M |
| Destination Wealth Management | 0.83% | Add +3.8% | 317,605 | $31.9M |
| Mason Investment Advisory Services, Inc. | 1.43% | Reduce -38.0% | 301,338 | $30.2M |
| Waverly Advisors, LLC | 0.22% | Reduce -4.7% | 270,310 | $27.1M |
| Cetera Investment Advisers | 0.03% | Add +35.1% | 269,355 | $27.0M |
| Private Advisor Group, LLC | 0.12% | Add +10.7% | 260,427 | $26.1M |
| TD Capital Management LLC | 2.28% | Reduce -11.8% | 255,770 | $25.7M |
| Delta Investment Management, LLC | 4.12% | Reduce -1.4% | 236,475 | $23.7M |
| Cerity Partners LLC | 0.03% | Add +92.1% | 228,424 | $22.9M |
| Roehl & Yi Investment Advisors, LLC | 8.99% | Add +10.5% | 224,025 | $22.5M |
| Harbour Investments, Inc. | 0.44% | Add +13.8% | 217,442 | $21.8M |
| Citigroup Inc. | 0.01% | Add +20.1% | 213,631 | $21.4M |
| Creative Planning | 0.02% | Reduce -6.8% | 211,930 | $21.3M |
| Stokes Capital Advisors, LLC | 4.55% | Add +52.0% | 198,621 | $19.9M |
| Arkadios Wealth Advisors | 0.39% | Reduce -3.2% | 197,446 | $19.8M |
| Kwmg, LLC | 1.66% | Add +2.9% | 192,093 | $19.3M |
| Providence First Trust Co | 6.66% | Add +25.2% | 191,520 | $19.2M |
| Cornerstone Wealth Management, LLC | 0.98% | Add +8.1% | 187,495 | $18.8M |
| Atlantic Edge Private Wealth Management, LLC | 4.63% | Add +6.5% | 185,566 | $18.6M |
| Visionary Wealth Advisors | 0.82% | Add +4.3% | 182,013 | $18.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -14.4% | 169,625 | $17.0M |
| First Heartland Consultants, Inc. | 1.27% | Add +6.7% | 167,646 | $16.8M |
| Mission Hills Financial Advisory, LLC | 8.85% | Add +7.5% | 166,970 | $16.8M |
| Brookstone Capital Management | 0.19% | Add +2.3% | 165,262 | $16.6M |
| Roof Eidam Maycock Peralta, LLC | 3.72% | Add +32.2% | 163,531 | $16.4M |
| Williams Financial, LLC | 9.18% | New | 158,125 | $15.9M |
| Arcadia Investment Management Corp. | 2.53% | Reduce -8.5% | 155,305 | $15.6M |
| Allianz Asset Management GmbH | 0.02% | Reduce -7.8% | 153,929 | $15.4M |
| Mainsail Asset Management, LLC | 6.57% | Reduce -23.9% | 152,851 | $15.3M |
| United Capital Financial Advisors, LLC | 0.09% | Add +442.2% | 146,625 | $14.7M |
| Brown Advisory Inc. | 0.02% | Add +224.5% | 142,676 | $14.3M |
| WealthPlan Investment Management, LLC | 0.91% | Add +20.5% | 142,478 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -16.4% | 140,104 | $14.1M |
| Cottage Street Advisors LLC | 5.78% | Add +21.6% | 136,172 | $13.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +13.9% | 135,011 | $13.5M |
| Comerica Bank | 0.05% | Add +0.2% | 134,534 | $13.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +25.6% | 129,417 | $13.0M |
| Essex Financial Services, Inc. | 0.74% | Reduce -13.3% | 129,807 | $13.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +49.5% | 125,804 | $12.6M |
| Jones Financial Companies LLLP | 0.01% | Add +28.2% | 121,507 | $12.2M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -10.9% | 120,199 | $12.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -14.2% | 115,917 | $11.6M |
| Addison Capital Co | 2.87% | Add +360.0% | 114,465 | $11.5M |
| Novem Group | 1.33% | Add +228.5% | 114,320 | $11.5M |
| MinichMacGregor Wealth Management, LLC | 2.03% | Add +9.8% | 111,601 | $11.2M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +8.7% | 108,764 | $10.9M |
| Montag A & Associates Inc. | 0.49% | Reduce -28.0% | 107,173 | $10.8M |
| Ausdal Financial Partners, Inc. | 0.49% | Add +22.3% | 105,777 | $10.6M |
| MAI Capital Management | 0.06% | Add +344.8% | 105,147 | $10.6M |
| Elite Financial, Inc. | 4.77% | Add +2.0% | 104,259 | $10.5M |
| Evergreen Capital Management LLC | 0.23% | Reduce -3.3% | 102,257 | $10.3M |
| Nicholas Hoffman & Company, LLC. | 0.24% | Add +0.0% | 102,266 | $10.3M |
| Naples Global Advisors, LLC | 0.76% | Add +686.1% | 100,545 | $10.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +13.9% | 100,152 | $10.0M |
| Buck Wealth Strategies, LLC | 1.24% | Reduce -6.8% | 97,703 | $9.8M |
| Sittner & Nelson, LLC | 3.47% | Add +8.2% | 97,550 | $9.8M |
| Ameritas Advisory Services, LLC | 0.36% | Add +1896.2% | 96,415 | $9.7M |
| Afg Fiduciary Services Limited Partnership | 5.73% | Add +2.3% | 95,314 | $9.6M |
| Channel Wealth LLC | 2.37% | Add +19.4% | 93,312 | $9.4M |
| Koenig Investment Advisory, LLC | 7.52% | — | 92,072 | $9.3M |
| Pasadena Private Wealth, LLC | 1.27% | Reduce -12.9% | 92,230 | $9.3M |
| PFG Advisors | 0.45% | Add +6.1% | 92,025 | $9.2M |
| NavPoint Financial, Inc. | 3.89% | Add +39.9% | 90,751 | $9.1M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +0.3% | 90,255 | $9.1M |
| Baird Financial Group, Inc. | 0.01% | Add +57.9% | 88,267 | $8.9M |
| Alexis Investment Partners, LLC | 3.29% | Add +12.5% | 88,084 | $8.8M |
| Compound Planning, Inc. | 0.26% | Add +41.7% | 87,883 | $8.8M |
| Howland Capital Management LLC | 0.33% | Reduce -3.7% | 86,592 | $8.7M |
| Center For Asset Management LLC | 4.46% | Reduce -7.3% | 84,946 | $8.5M |
| Gladstone Institutional Advisory LLC | 0.32% | Add +3.1% | 84,680 | $8.5M |
| Cibc World Market Inc. | 0.01% | Reduce -1.7% | 83,082 | $8.3M |
| Resolute Wealth Strategies, LLC | 3.65% | Reduce -2.5% | 82,885 | $8.3M |
| Citadel Advisors | 0.01% | Add +1465.8% | 82,768 | $8.3M |
| Avion Wealth | 1.73% | Reduce -6.5% | 82,132 | $8.2M |
| PMG Wealth Management, Inc. | 5.91% | Add +5.1% | 80,402 | $8.1M |
| VestGen Advisors, LLC | 0.34% | Add +20.8% | 79,007 | $7.9M |
| Procyon Advisors, LLC | 0.39% | Reduce -1.4% | 77,840 | $7.8M |
| Cahill Financial Advisors Inc. | 0.85% | Add +35.2% | 77,379 | $7.8M |
| YHB Investment Advisors, Inc. | 0.53% | Reduce -1.9% | 76,955 | $7.7M |
| Heirloom Wealth Management | 1.78% | Reduce -4.3% | 76,896 | $7.7M |
| GatePass Capital, LLC | 4.00% | Reduce -2.5% | 76,082 | $7.6M |
| Equitable Holdings, Inc. | 0.05% | Add +8.7% | 75,746 | $7.6M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -4.2% | 75,462 | $7.6M |
| WestHill Financial Advisors, Inc. | 1.43% | Reduce -0.1% | 75,182 | $7.5M |
| PFW Advisors LLC | 2.28% | Add +26.9% | 75,161 | $7.5M |
| Beacon Investment Advisory Services, Inc. | 0.29% | Reduce -6.5% | 71,404 | $7.2M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +13.6% | 71,381 | $7.2M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -15.2% | 71,133 | $7.1M |
| Alexander Labrunerie & Co., Inc. | 2.60% | Reduce -2.2% | 70,917 | $7.1M |
| TD Waterhouse Canada Inc. | 0.04% | Add +11.9% | 70,235 | $7.0M |
| Scotia Capital Inc. | 0.03% | Add +1.9% | 69,908 | $7.0M |
| Main Street Financial Solutions, LLC | 0.52% | Add +304.9% | 69,325 | $7.0M |
| Global Retirement Partners, LLC | 0.12% | Add +14.1% | 68,806 | $6.9M |
| Jmac Enterprises LLC | 1.30% | Reduce -0.3% | 67,679 | $6.8M |
| Planned Solutions, Inc. | 2.19% | Add +0.8% | 67,545 | $6.8M |
| Choreo, LLC | 0.09% | Reduce -30.8% | 67,327 | $6.8M |
| Wedbush Securities Inc. | 0.20% | Add +1.3% | 66,786 | $6.7M |
| Phil A. Younker & Associates, Ltd. | 4.66% | Add +644.6% | 66,589 | $6.7M |
| Maimon Wealth Management LTD. | 6.16% | — | 66,050 | $6.6M |
| Goodman Advisory Group, LLC | 1.63% | Reduce -2.3% | 65,914 | $6.6M |
| Integrity Alliance, Llc. | 0.23% | Add +69.5% | 62,960 | $6.3M |
| BHK Investment Advisors, LLC | 2.05% | Add +3.4% | 62,213 | $6.2M |
| Advocate Group LLC | 1.00% | Add +7.9% | 61,623 | $6.2M |
| Kathmere Capital Management, LLC | 0.41% | Reduce -22.8% | 61,110 | $6.1M |
| Aviance Capital Partners, LLC | 0.71% | Reduce -3.5% | 61,030 | $6.1M |
| Hardworking Capital Advisors, LLC | 5.51% | — | 60,515 | $6.1M |
| IFP Advisors, Inc | 0.13% | Add +9.3% | 58,996 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +22.9% | 58,378 | $5.9M |
| Mgo One Seven LLC | 0.12% | Reduce -60.4% | 57,951 | $5.8M |
| Oceanside Advisors LLC | 3.49% | Add +8.1% | 57,385 | $5.8M |
| Whittier Trust Co. | 0.06% | Reduce -11.1% | 57,109 | $5.7M |
| City Center Advisors, LLC | 5.25% | Add +4.8% | 56,860 | $5.7M |
| Curi Capital, LLC | 0.10% | Add +23.7% | 56,576 | $5.7M |
| Captrust Financial Advisors | 0.01% | Add +63.4% | 56,680 | $5.7M |
| Merit Financial Group, LLC | 0.05% | Add +0.9% | 56,336 | $5.7M |
| Capital Investment Advisory Services, LLC | 0.39% | Add +166.3% | 55,486 | $5.6M |
| WCG Wealth Advisors LLC | 0.16% | Add +330.9% | 55,285 | $5.5M |
| Camelot Portfolios, LLC | 3.39% | Reduce -28.3% | 54,566 | $5.5M |
| 49 Wealth Management, LLC | 0.44% | Add +8.4% | 54,050 | $5.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +6.2% | 53,778 | $5.4M |
| Uncommon Cents Investing LLC | 1.31% | Add +1.3% | 53,760 | $5.4M |
| Geneos Wealth Management Inc. | 0.13% | Add +8.8% | 53,688 | $5.4M |
| Palumbo Wealth Management LLC | 1.33% | Add +15.1% | 53,638 | $5.4M |
| Aprio Wealth Management, LLC | 0.31% | New | 53,189 | $5.3M |
| Aegis Wealth Management, Inc. | 4.18% | — | 53,004 | $5.3M |
| CacheTech Inc. | 0.98% | Reduce -19.4% | 52,827 | $5.3M |
| World Investment Advisors | 0.09% | Add +8.7% | 52,237 | $5.2M |
| Flagship Private Wealth, LLC | 2.04% | Reduce -11.8% | 51,609 | $5.2M |
| Advocacy Wealth Management, LLC | 0.22% | Reduce -4.1% | 51,469 | $5.2M |
| Capital Advisors Wealth Management, LLC | 0.70% | Add +4.5% | 51,349 | $5.2M |
| Stone Wealth Partners | 4.57% | — | 50,961 | $5.1M |
| Halbert Hargrove Global Advisors, LLC | 0.24% | Add +1.5% | 50,379 | $5.1M |
| Independent Financial Group, LLC | 0.11% | Add +7.9% | 49,723 | $5.0M |
| &partners | 0.03% | Reduce -18.8% | 49,519 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -6.4% | 48,403 | $4.9M |
| Smith Thornton Advisors LLC | 2.42% | Add +10.9% | 47,495 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +32.6% | 47,383 | $4.8M |
| Sentinel Pension Advisors, LLC | 0.73% | New | 47,263 | $4.7M |
| Westside Investment Management, Inc. | 0.76% | Reduce -7.0% | 47,073 | $4.7M |
| Strategic Investment Advisors / MI | 0.40% | Add +2.8% | 46,531 | $4.7M |
| Rothschild Wealth LLC | 0.44% | Add +276.9% | 45,900 | $4.6M |
| Cim, LLC | 0.60% | Add +4.3% | 45,867 | $4.6M |
| Values First Advisors, Inc. | 2.38% | Add +5.8% | 45,730 | $4.6M |
| Cornerstone Financial Group, LLC | 3.17% | Add +7.4% | 45,230 | $4.5M |
| SkyOak Wealth, LLC | 0.81% | Add +7.2% | 45,001 | $4.5M |
| StoneX Group Inc. | 0.20% | Reduce -1.4% | 44,719 | $4.5M |
| VSM Wealth Advisory, LLC | 1.34% | Add +17.0% | 44,622 | $4.5M |
| Parsons Capital Management Inc. | 0.24% | Reduce -16.4% | 44,152 | $4.4M |
| Auour Investments LLC | 1.41% | Add +11.4% | 44,146 | $4.4M |
| Sigma Planning Corp | 0.12% | Add +0.8% | 43,700 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +16.6% | 43,415 | $4.4M |
| Barnes Wealth Management Group, Inc | 2.32% | Add +2.9% | 43,121 | $4.3M |
| Adams Wealth Management | 0.92% | Reduce -13.7% | 42,777 | $4.3M |
| Capital Management Associates, Inc | 0.94% | Add +2.6% | 42,568 | $4.3M |
| Bank of Montreal | 0.00% | Reduce -13.5% | 41,980 | $4.2M |
| Milestone Asset Management, LLC | 0.78% | Add +19.9% | 41,424 | $4.2M |
| West Michigan Advisors, LLC | 0.94% | Add +149.9% | 40,826 | $4.1M |
| Western Wealth Management, LLC | 0.19% | Add +486.2% | 40,729 | $4.1M |
| TFB Advisors LLC | 1.14% | Reduce -0.5% | 40,577 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -15.6% | 40,291 | $4.0M |
| Mullaney, Keating & Wright, Inc. | 2.13% | Add +0.2% | 40,274 | $4.0M |
| Leavell Investment Management, Inc. | 0.17% | Add +3.7% | 40,102 | $4.0M |
| Trek Financial, LLC | 0.23% | Reduce -33.7% | 40,080 | $4.0M |
| Pilgrim Partners Asia Pte Ltd | 1.93% | Add +100.0% | 40,000 | $4.0M |
| Klaas Financial Asset Advisors, LLC | 0.58% | Add +2.4% | 39,783 | $4.0M |
| SOL Capital Management CO | 0.36% | Reduce -4.3% | 39,744 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +22.3% | 39,488 | $4.0M |
| CreativeOne Wealth, LLC | 0.09% | Add +6.0% | 38,801 | $3.9M |
| RiverTree Advisors, LLC | 2.47% | Reduce -29.1% | 38,587 | $3.9M |
| Bouvel Investment Partners, LLC | 1.10% | Add +19.9% | 37,898 | $3.8M |
| Fiduciary Alliance LLC | 0.25% | Add +27.2% | 37,413 | $3.8M |
| Integrity Wealth Solutions LLC | 1.46% | Add +18.6% | 36,726 | $3.7M |
| American Institute for Advanced Investment Management, LLP | 2.36% | Add +0.6% | 36,608 | $3.7M |
| FSM Wealth Advisors, LLC | 0.50% | Add +9.6% | 36,242 | $3.6M |
| Paulson Wealth Management Inc. | 0.84% | Add +779.8% | 36,185 | $3.6M |
| SFG Wealth Management, LLC. | 1.43% | Add +5.1% | 36,150 | $3.6M |
| Independent Solutions Wealth Management, LLC | 0.67% | Add +19.4% | 36,138 | $3.6M |
| WJ Interests, LLC | 1.52% | Add +6.2% | 35,317 | $3.5M |
| Sachetta, LLC | 1.91% | Add +5.0% | 34,836 | $3.5M |
| Perspective Wealth Advisors LLC | 2.39% | — | 33,418 | $3.4M |
| Stephens Inc. | 0.04% | Add +15.7% | 33,088 | $3.3M |
| Muirfield Wealth Advisors LLC | 2.43% | Reduce -0.5% | 33,035 | $3.3M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -7.2% | 32,922 | $3.3M |
| Sard Wealth Management Group, LLC | 1.80% | Add +3.1% | 32,647 | $3.3M |
| Lido Advisors, LLC | 0.01% | Reduce -0.8% | 32,491 | $3.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +32.4% | 31,999 | $3.2M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -64.8% | 31,832 | $3.2M |
| ABLE Financial Group, LLC | 0.64% | Add +410.5% | 31,634 | $3.2M |
| Hedeker Wealth, LLC | 0.66% | Reduce -6.0% | 31,349 | $3.1M |
| Csenge Advisory Group | 0.14% | Add +0.3% | 31,135 | $3.1M |
| Net Worth Advisory Group | 0.63% | Reduce -2.9% | 30,974 | $3.1M |
| Stonebridge Financial Planning Group, LLC | 1.12% | Add +1.2% | 30,851 | $3.1M |
| Sage Capital Management, LLC | 1.43% | Reduce -23.3% | 30,825 | $3.1M |
| Sage Rhino Capital LLC | 0.58% | Add +0.5% | 30,665 | $3.1M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 30,286 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.34% | Reduce -9.4% | 29,718 | $3.0M |
| Clear Point Advisors Inc. | 2.31% | Reduce -28.3% | 29,641 | $3.0M |
| Wincap Financial LLC | 2.03% | Add +1185.3% | 29,433 | $3.0M |
| Flatrock Wealth Partners LLC | 1.42% | — | 29,299 | $3.0M |
| Nest Investments, LLC | 2.39% | — | 28,417 | $2.9M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -25.2% | 28,043 | $2.8M |
| Joel Adams & Associates, Inc. | 2.08% | Add +119.1% | 27,611 | $2.8M |
| Foundry Financial Group, Inc. | 1.38% | Add +7.0% | 27,443 | $2.8M |
| Financial Strategies Group, Inc. | 0.49% | Add +0.3% | 27,214 | $2.7M |
| Oxinas Partners, LLC | 1.31% | Add +63.2% | 27,120 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +126.3% | 26,976 | $2.7M |
| Compass Financial Group, Inc. | 1.19% | Reduce -0.7% | 26,918 | $2.7M |
| Strategic Wealth Advisors LLC | 2.31% | — | 26,870 | $2.7M |
| Fiduciary Trust Co | 0.03% | Add +0.2% | 26,805 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +9.4% | 26,789 | $2.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -19.3% | 26,709 | $2.7M |
| Arete Wealth Advisors, LLC | 0.18% | Reduce -4.3% | 26,517 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -53.3% | 26,243 | $2.6M |
| Modern Wealth Management, LLC | 0.05% | Add +194.3% | 26,087 | $2.6M |
| Pinnacle Associates Ltd. | 0.03% | Add +324.6% | 26,072 | $2.6M |
| Intergy Private Wealth, LLC | 0.78% | Add +1.3% | 25,782 | $2.6M |
| TFR Capital, LLC. | 0.85% | Reduce -3.8% | 25,618 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Reduce -2.3% | 24,680 | $2.5M |
| Macroview Investment Management LLC | 1.67% | Reduce -3.9% | 24,176 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +65.7% | 24,151 | $2.4M |
| Jacobi Capital Management LLC | 0.14% | Reduce -28.7% | 24,106 | $2.4M |
| Moneco Advisors, LLC | 0.19% | Add +8.2% | 23,656 | $2.4M |
| Blueline Advisors LLC | 1.91% | — | 23,275 | $2.3M |
| Norris Financial Group, LLC | 0.79% | Add +645.9% | 23,033 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -5.5% | 22,738 | $2.3M |
| PAX Financial Group, LLC | 0.39% | Reduce -1.6% | 22,460 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +14.5% | 21,993 | $2.2M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -16.8% | 21,925 | $2.2M |
| Ruggaard & Associates LLC | 0.86% | Add +2.9% | 21,862 | $2.2M |
| Cedar Mountain Advisors, LLC | 0.42% | Add +2.7% | 21,476 | $2.2M |
| Simmons Bank | 0.14% | Add +81.7% | 21,375 | $2.1M |
| Peregrine Asset Advisers, Inc. | 0.60% | Reduce -4.0% | 21,344 | $2.1M |
| Somerset Group LLC | 1.61% | Reduce -0.0% | 21,246 | $2.1M |
| Authentikos Wealth Advisory, LLC | 1.41% | Reduce -6.7% | 21,235 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.44% | Reduce -49.6% | 20,652 | $2.1M |
| HCR Wealth Advisors | 0.20% | Reduce -10.3% | 20,628 | $2.1M |
| SouthState Bank Corp | 0.09% | Reduce -19.5% | 20,627 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.1% | 20,602 | $2.1M |
| Klingman & Associates, LLC | 0.10% | No change | 20,500 | $2.1M |
| HighPoint Advisor Group LLC | 0.05% | New | 20,477 | $2.1M |
| Altfest L J & Co. Inc. | 0.22% | Add +0.8% | 20,438 | $2.1M |
| Rehmann Capital Advisory Group | 0.11% | Add +2.3% | 20,348 | $2.0M |
| Rollins Financial Advisors, LLC | 0.30% | Reduce -3.5% | 20,328 | $2.0M |
| RFG Holdings, Inc. | 0.51% | Reduce -19.1% | 20,245 | $2.0M |
| Unified Investment Management | 2.03% | Add +0.3% | 20,054 | $2.0M |
| Cannon Wealth Management Services, LLC | 1.41% | Add +24.8% | 19,975 | $2.0M |
| Proffitt & Goodson Inc. | 0.28% | Add +1.1% | 19,786 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.24% | Add +10.4% | 19,766 | $2.0M |
| ETF Store, Inc. | 2.02% | Add +4.9% | 19,759 | $2.0M |
| Waystone Advisors LLC | 1.67% | — | 19,438 | $2.0M |
| Regatta Capital Group, LLC | 0.29% | Reduce -3.7% | 19,332 | $1.9M |
| Essential Planning, LLC. | 0.61% | Add +66.0% | 19,168 | $1.9M |
| ArrowMark Colorado Holdings LLC | 0.04% | Add +5.2% | 19,092 | $1.9M |
| Rik Saylor Financial, Inc. | 1.40% | Reduce -1.1% | 18,999 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Add +5.8% | 18,812 | $1.9M |
| Brown, Lisle/Cummings, Inc. | 0.46% | Reduce -36.3% | 18,474 | $1.9M |
| SageView Advisory Group, LLC | 0.06% | Add +28.1% | 18,443 | $1.9M |
| Legacy Solutions, LLC | 1.60% | Add +0.6% | 18,185 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.39% | Add +86.1% | 18,020 | $1.8M |
| Scarborough Advisors, LLC | 0.30% | Add +1.9% | 17,917 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -11.4% | 17,861 | $1.8M |
| Blueprint Investment Partners LLC | 0.19% | Reduce -41.9% | 17,784 | $1.8M |
| Avid Wealth Partners LLC | 0.86% | Add +20.0% | 17,623 | $1.8M |
| Blueprint Financial Advisors LLC | 0.27% | Reduce -41.8% | 17,593 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -2.2% | 17,555 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -21.4% | 17,530 | $1.8M |
| MPWM Advisory Solutions, LLC | 0.98% | Add +15.1% | 17,469 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -44.5% | 17,224 | $1.7M |
| SYM FINANCIAL Corp | 0.18% | Add +6.7% | 17,136 | $1.7M |
| Phoenix Wealth Advisors | 0.66% | Add +11.5% | 17,049 | $1.7M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -2.0% | 16,880 | $1.7M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -8.4% | 16,869 | $1.7M |
| Rovin Capital /Ut/ | 0.45% | Add +117.0% | 16,743 | $1.7M |
| Precision Wealth Strategies, LLC | 0.54% | Add +0.1% | 16,713 | $1.7M |
| Blair William & Co. | 0.00% | Add +1.0% | 16,682 | $1.7M |
| Staley Capital Advisers Inc. | 0.07% | Reduce -1.4% | 16,670 | $1.7M |
| Montis Financial, LLC | 0.33% | Add +31.4% | 16,517 | $1.7M |
| Kovack Advisors, Inc. | 0.08% | Add +38.2% | 16,505 | $1.7M |
| AQR Capital Management | 0.00% | Add +3.3% | 16,487 | $1.7M |
| Noble Wealth Management PBC | 0.83% | Add +18.4% | 16,460 | $1.7M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -0.1% | 16,368 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +14.8% | 16,310 | $1.6M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -8.7% | 15,877 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -27.8% | 15,797 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +11.9% | 28,224 | $1.6M |
| Parr McKnight Wealth Management Group, LLC | 0.21% | Reduce -7.0% | 15,689 | $1.6M |
| PFG Investments, LLC | 0.07% | Add +85.4% | 15,176 | $1.5M |
| Sowell Financial Services LLC | 0.05% | Add +1.9% | 14,776 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +66.0% | 14,688 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -16.2% | 14,647 | $1.5M |
| Hudson Portfolio Management LLC | 1.25% | Reduce -14.2% | 14,517 | $1.5M |
| Fca Corp. | 0.40% | Add +3.0% | 14,284 | $1.4M |
| Shayne & Jacobs, LLC | 0.43% | No change | 14,218 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.7% | 14,192 | $1.4M |
| Signet Financial Management, LLC | 0.16% | Reduce -0.8% | 14,165 | $1.4M |
| Coppell Advisory Solutions LLC | 0.14% | Reduce -4.8% | 13,986 | $1.4M |
| Roger Wittlin Investment Advisory, LLC | 0.96% | Reduce -10.8% | 13,683 | $1.4M |
| M Holdings Securities, Inc. | 0.10% | New | 13,410 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.9% | 13,402 | $1.3M |
| MCF Advisors LLC | 0.07% | New | 13,251 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -12.7% | 13,287 | $1.3M |
| Three Bridge Wealth Advisors, LLC | 0.35% | Add +0.7% | 13,090 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.8% | 13,119 | $1.3M |
| Running Point Capital Advisors, LLC | 0.35% | Add +269.4% | 12,951 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | New | 12,936 | $1.3M |
| Merited Wealth, LLC | 1.20% | — | 12,934 | $1.3M |
| Birch Capital Management, LLC | 0.64% | Reduce -10.4% | 12,877 | $1.3M |
| Prelude Capital Management, LLC | 0.10% | New | 12,870 | $1.3M |
| Elevation Capital Advisory, LLC | 0.53% | New | 12,843 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +0.6% | 12,818 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +97.8% | 12,595 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -44.8% | 12,539 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.13% | Reduce -7.4% | 12,445 | $1.2M |
| Triumph Capital Management | 0.27% | Add +11.6% | 12,261 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 1.08% | Add +57.7% | 12,032 | $1.2M |
| Creative Capital Management Investments LLC | 0.36% | Reduce -5.9% | 11,935 | $1.2M |
| WESCAP Management Group, Inc. | 0.24% | Reduce -5.7% | 11,856 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | Add +106.5% | 11,774 | $1.2M |
| Carnegie Investment Counsel | 0.02% | New | 11,743 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -1.1% | 11,661 | $1.2M |
| Essex Bank | 0.25% | Add +0.1% | 11,638 | $1.2M |
| Heritage Wealth Advisors | 0.04% | New | 11,604 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Reduce -24.0% | 11,600 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +3.5% | 11,512 | $1.2M |
| M&T Bank Corp | 0.00% | Add +0.4% | 11,310 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +11.1% | 11,283 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.38% | Reduce -14.3% | 11,254 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -3.5% | 11,237 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.3% | 11,168 | $1.1M |
| Omega Financial Group, LLC | 0.37% | Add +2.1% | 11,146 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -11.6% | 11,111 | $1.1M |
| Richard P Slaughter Associates Inc | 0.23% | Add +13.7% | 11,066 | $1.1M |
| Ascent Group, LLC | 0.04% | Reduce -18.0% | 11,041 | $1.1M |
| Berman McAleer LLC | 0.15% | Add +309.8% | 11,019 | $1.1M |
| Red Cedar Investment Management, LLC | 0.12% | No change | 10,843 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +4.7% | 10,813 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +16.6% | 10,601 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.67% | No change | 10,398 | $1.0M |
| Roble, Belko & Company, Inc | 0.13% | No change | 10,118 | $1.0M |
| Stirlingshire Investments, Inc. | 0.89% | — | 10,012 | $1.0M |
| Haverford Trust Co | 0.01% | Add +100.2% | 9,946 | $998K |
| Daymark Wealth Partners, LLC | 0.03% | New | 9,920 | $995K |
| Allianz SE | 0.01% | New | 9,838 | $987K |
| Selby Wealth Management, LLC | 0.40% | — | 9,801 | $983K |
| K.J. Harrison & Partners Inc | 0.13% | No change | 9,801 | $983K |
| Closed-End Fund Advisors, Inc. | 0.57% | — | 9,665 | $970K |
| OakTrust Wealth Advisors, LLC | 0.89% | — | 9,645 | $968K |
| Mosaic Financial Group, LLC | 0.66% | Add +5.5% | 9,586 | $962K |
| Arbor Investment Advisors, LLC | 0.13% | Reduce -23.1% | 9,534 | $957K |
| Mayfair Advisory Group, LLC | 0.37% | Reduce -0.5% | 9,459 | $949K |
| DeDora Capital, Inc. | 0.22% | Reduce -1.1% | 9,441 | $947K |
| Fifth Third Bancorp | 0.00% | Add +1684.8% | 9,424 | $946K |
| Total Clarity Wealth Management, Inc. | 0.23% | Reduce -23.2% | 9,420 | $945K |
| Financial Management Professionals, Inc. | 0.10% | Reduce -0.8% | 9,346 | $941K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +1.8% | 9,325 | $936K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.5% | 9,215 | $928K |
| Magnolia Capital Advisors LLC | 0.19% | Add +39.8% | 9,233 | $926K |
| Principal Securities, Inc. | 0.01% | Add +31.0% | 9,224 | $926K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.5% | 9,220 | $925K |
| Powell Investment Advisors, LLC | 0.32% | Add +15.9% | 9,096 | $916K |
| Kanawha Capital Management LLC | 0.06% | Reduce -2.2% | 9,063 | $909K |
| Fort Point Capital Partners LLC | 0.11% | Add +2.0% | 9,023 | $907K |
| Summit Financial, LLC | 0.01% | Add +26.5% | 9,003 | $907K |
| Financial Enhancement Group LLC | 0.12% | Reduce -17.5% | 8,998 | $905K |
| Financial Futures Ltd Liability Co. | 0.42% | Add +14.3% | 9,018 | $905K |
| FMR LLC | 0.00% | Add +12.0% | 8,949 | $898K |
| Quartz Partners, LLC | 0.33% | Reduce -27.8% | 8,897 | $893K |
| Independent Wealth Network Inc. | 0.27% | Add +3.1% | 8,852 | $888K |
| Summa Corp. | 0.38% | Add +29.4% | 8,800 | $883K |
| L & S Advisors Inc | 0.09% | Reduce -14.9% | 8,694 | $872K |
| Savant Capital, LLC | 0.00% | Add +8.7% | 8,640 | $867K |
| Mezzasalma Advisors, LLC | 0.21% | Add +295.4% | 8,576 | $861K |
| Financial Guidance Group, Inc. | 0.35% | Reduce -4.6% | 8,544 | $857K |
| Midwest Financial Network, LLC | 0.66% | Reduce -39.4% | 8,528 | $856K |
| Maridea Wealth Management LLC | 0.13% | Add +31.3% | 8,524 | $855K |
| Alterna Wealth Management, Inc. | 0.71% | Add +2.4% | 8,470 | $850K |
| WealthCollab, LLC | 0.35% | Reduce -7.9% | 8,424 | $845K |
| Lodestone Wealth Management LLC | 0.34% | Add +3.5% | 8,350 | $838K |
| Power Wealth Management LLC | 0.29% | Reduce -18.0% | 8,252 | $828K |
| Transcendent Capital Group LLC | 0.37% | Add +0.2% | 8,217 | $825K |
| Atlanta Consulting Group Advisors, LLC | 0.19% | Add +18.7% | 8,182 | $824K |
| Texas Yale Capital Corp. | 0.02% | No change | 8,175 | $820K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -9.5% | 8,093 | $812K |
| Citizens Financial Group Inc. | 0.01% | Add +1.1% | 8,045 | $810K |
| Franklin Resources Inc. | 0.00% | No change | 8,008 | $804K |
| BlueChip Wealth Advisors LLC | 0.34% | Add +122.2% | 7,991 | $802K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 7,933 | $799K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -43.5% | 7,911 | $794K |
| Diversify Advisory Services, LLC | 0.03% | Add +6.9% | 7,854 | $790K |
| Advyzon Investment Management, LLC | 0.09% | New | 7,870 | $790K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +35.3% | 7,790 | $782K |
| Greatmark Investment Partners, Inc. | 0.09% | Add +180.2% | 7,775 | $780K |
| Smithfield Trust Co | 0.03% | Reduce -3.2% | 7,686 | $771K |
| Ameriflex Group, Inc. | 0.40% | New | 7,656 | $768K |
| Intellus Advisors LLC | 0.10% | Add +1.8% | 7,646 | $767K |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.3% | 7,631 | $766K |
| Mid-American Wealth Advisory Group, Inc. | 0.32% | Add +70.1% | 7,600 | $763K |
| Alpha Cubed Investments, LLC | 0.03% | Add +4.1% | 7,576 | $760K |
| Redwood Investment Management, LLC | 0.08% | Add +3.5% | 7,519 | $754K |
| Oak Grove Capital LLC | 0.15% | Reduce -11.8% | 7,500 | $753K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.17% | Reduce -3.1% | 7,498 | $752K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +188.1% | 7,491 | $752K |
| Mattern Wealth Management LLC | 0.14% | Add +115.7% | 7,436 | $746K |
| CGC Financial Services, LLC | 0.19% | Reduce -17.1% | 7,091 | $712K |
| Arrow Financial Corp | 0.07% | Reduce -30.0% | 7,052 | $708K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.1% | 6,971 | $700K |
| Element Wealth, LLC | 0.29% | Add +3.4% | 6,908 | $693K |
| Rossby Financial, LCC | 0.22% | Add +11.6% | 6,907 | $693K |
| Catalyst Private Wealth, LLC | 0.30% | No change | 6,900 | $692K |
| Peak Asset Management, LLC | 0.12% | No change | 6,860 | $688K |
| Balboa Wealth Partners | 0.11% | New | 6,859 | $688K |
| Balefire, LLC | 0.13% | Add +0.3% | 6,681 | $670K |
| Lionsbridge Wealth Management LLC | 0.67% | Reduce -9.3% | 6,648 | $667K |
| Birchwood Financial Partners, Inc. | 0.65% | — | 6,494 | $652K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 6,396 | $642K |
| Opus Financial Solutions LLC | 0.60% | — | 6,352 | $637K |
| Anchor Investment Management, LLC | 0.05% | Reduce -1.6% | 6,350 | $637K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.8% | 6,337 | $636K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -9.5% | 6,259 | $629K |
| Gambit Capital Management, LLC | 0.45% | — | 6,234 | $626K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +0.0% | 6,117 | $614K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +53.3% | 6,111 | $613K |
| Marshall Financial Group, LLC | 0.12% | Reduce -4.2% | 6,062 | $608K |
| JT Stratford LLC | 0.08% | Reduce -9.7% | 6,046 | $607K |
| BridgePort Financial Solutions, LLC | 0.16% | Reduce -29.2% | 5,987 | $601K |
| Spinnaker Investment Group, LLC | 0.11% | No change | 5,975 | $600K |
| Archer Investment Corp | 0.13% | Reduce -3.6% | 5,935 | $596K |
| DAVENPORT & Co LLC | 0.00% | Add +4.3% | 5,844 | $586K |
| Midway Capital Research & Management | 0.56% | — | 5,750 | $577K |
| StoneCrest Wealth Management, Inc. | 0.23% | Add +124.7% | 5,736 | $576K |
| Focus Financial Network, Inc. | 0.02% | Add +3.2% | 5,622 | $566K |
| ORG Partners LLC | 0.10% | Add +243.1% | 5,421 | $544K |
| Lantern Wealth Advisors, LLC | 0.29% | Add +4.2% | 5,386 | $540K |
| Occidental Asset Management, LLC | 0.06% | Add +2.9% | 5,381 | $540K |
| Carlson Financial, Inc. | 0.31% | — | 5,351 | $537K |
| Ancora Advisors LLC | 0.01% | Reduce -0.9% | 5,337 | $536K |
| Powerhouse Assets LLC | 0.47% | — | 5,289 | $531K |
| CoreCap Advisors, LLC | 0.02% | Add +4.4% | 5,261 | $528K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -0.3% | 5,231 | $525K |
| Resurgent Financial Advisors LLC | 0.26% | Add +10.0% | 5,209 | $523K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +60.6% | 5,201 | $522K |
| NewEdge Wealth, LLC | 0.01% | Reduce -35.9% | 5,106 | $512K |
| Austin Wealth Management, LLC | 0.08% | Reduce -30.7% | 5,071 | $509K |
| Pinion Investment Advisors, LLC | 0.12% | Add +25.4% | 5,014 | $503K |
| John W. Brooker & Co., CPAs | 0.90% | Add +35.1% | 5,003 | $502K |
| Integrated Investment Consultants, LLC | 0.10% | New | 4,950 | $497K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.3% | 4,947 | $496K |
| Valmark Advisers, Inc. | 0.01% | Add +1.8% | 4,940 | $496K |
| Robinswood Financial LLC | 0.16% | Add +58.9% | 4,929 | $495K |
| Sandbox Financial Partners, LLC | 0.14% | Add +28.9% | 4,889 | $491K |
| Certuity, LLC | 0.03% | Reduce -8.5% | 4,819 | $484K |
| Castle Rock Wealth Management, LLC | 0.10% | Reduce -2.9% | 4,809 | $483K |
| NWF Advisory Services Inc. | 0.05% | Reduce -25.0% | 4,806 | $482K |
| CWC Advisors, LLC. | 0.23% | Reduce -54.3% | 4,766 | $478K |
| Brooklyn Investment Group | 0.02% | New | 4,744 | $478K |
| Stark Wealth Management LLC | 1.78% | Reduce -0.7% | 4,724 | $474K |
| Leelyn Smith, LLC | 0.07% | Reduce -98.7% | 4,723 | $474K |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.5% | 4,617 | $463K |
| Basecamp Wealth Advisors LLC | 0.10% | — | 4,605 | $462K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -8.5% | 4,582 | $460K |
| Strategic Blueprint, LLC | 0.03% | Add +4.8% | 4,504 | $452K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -42.1% | 4,493 | $451K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Reduce -10.1% | 4,475 | $449K |
| Regal Investment Advisors LLC | 0.03% | Reduce -5.5% | 4,472 | $449K |
| SilverOak Wealth Management LLC | 0.07% | Add +3.0% | 4,449 | $446K |
| White Pine Investment CO | 0.10% | Add +1.6% | 4,433 | $445K |
| MFA Wealth Services | 0.30% | Reduce -20.7% | 4,431 | $445K |
| Cutler Investment Counsel LLC | 0.05% | Add +52.8% | 4,328 | $436K |
| Heritage Oak Wealth Advisors LLC | 0.16% | Reduce -3.1% | 4,307 | $434K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +2.0% | 4,321 | $434K |
| Crown Wealth Group, LLC | 0.12% | Reduce -28.6% | 4,313 | $433K |
| Crabel Capital Management, LLC | 0.32% | New | 4,265 | $428K |
| Hamilton Wealth, LLC | 0.08% | Reduce -60.9% | 4,230 | $424K |
| Vigilare Wealth Management | 0.14% | New | 4,179 | $419K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -2.3% | 4,161 | $419K |
| Keystone Financial Group | 0.03% | Add +18.2% | 4,137 | $415K |
| Betterment LLC | 0.00% | Add +5.0% | 4,136 | $415K |
| Friedenthal Financial | 0.21% | Add +13.7% | 4,112 | $413K |
| American Trust | 0.03% | Reduce -3.6% | 2,908 | $410K |
| SVB Wealth LLC | 0.02% | Reduce -30.8% | 4,065 | $408K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +30.8% | 4,064 | $408K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 4,046 | $406K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.1% | 4,045 | $406K |
| Serenity Investment Advisors | 0.23% | — | 4,000 | $402K |
| Legacy Trust | 0.08% | New | 4,000 | $401K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +33.3% | 4,000 | $401K |
| Private Client Services, LLC | 0.13% | Add +4.8% | 3,985 | $400K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.12% | Add +34.0% | 3,968 | $400K |
| Prosperity Wealth Management, Inc. | 0.13% | Add +76.1% | 3,962 | $398K |
| Sovereign Financial Group, Inc. | 0.07% | New | 3,959 | $397K |
| Baron Wealth Management LLC | 0.12% | Add +41.8% | 3,958 | $397K |
| Hudock, Inc. | 0.06% | Add +0.8% | 3,949 | $396K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.1% | 3,922 | $394K |
| Pacific Excel Wealth Advisors, Inc. | 0.73% | — | 3,863 | $388K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.6% | 3,804 | $382K |
| XML Financial, LLC | 0.03% | New | 3,797 | $381K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 3,776 | $379K |
| Valley Brook Capital Group, Inc. | 0.25% | Reduce -2.6% | 3,732 | $374K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -3.7% | 3,685 | $370K |
| Smith, Moore & Co. | 0.03% | New | 3,662 | $367K |
| Christian Investment Advisors, Inc. | 0.29% | Add +5.5% | 3,621 | $363K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.9% | 3,620 | $363K |
| Entrewealth, LLC | 0.16% | Reduce -24.8% | 3,613 | $363K |
| Zinnia Wealth Advisory, LLC | 0.39% | — | 3,602 | $361K |
| MMBG Investment Advisors Co. | 0.03% | Add +33.6% | 3,555 | $358K |
| Susquehanna International Group, LLP | 0.00% | New | 3,567 | $358K |
| Commerce Bank | 0.00% | Add +26.8% | 3,528 | $354K |
| Wellington-Altus USA Inc. | 0.25% | — | 3,429 | $344K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.1% | 3,419 | $343K |
| Silverlake Wealth Management LLC | 0.08% | Add +0.3% | 3,397 | $341K |
| Capital Insight Partners, LLC | 0.07% | Reduce -31.0% | 3,392 | $340K |
| Headlands Technologies LLC | 0.03% | No change | 3,385 | $340K |
| Evergreen Wealth Partners LLC | 0.28% | — | 3,338 | $335K |
| Canal Capital Management, LLC | 0.05% | Add +24.1% | 3,275 | $329K |
| Arrowroot Family Office, LLC | 0.12% | Reduce -21.1% | 3,254 | $326K |
| Hollencrest Capital Management | 0.01% | Reduce -99.0% | 3,209 | $322K |
| Ethos Financial Group, LLC | 0.02% | Add +0.0% | 3,180 | $320K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,159 | $317K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 3,153 | $316K |
| JNBA Financial Advisors | 0.03% | Reduce -7.7% | 3,151 | $316K |
| Tru Independence Asset Management 2, LLC | 0.19% | No change | 3,090 | $311K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.1% | 3,093 | $310K |
| Baker Boyer National Bank | 0.09% | New | 3,092 | $310K |
| Bank of New York Mellon Corp | 0.00% | Reduce -84.6% | 3,069 | $308K |
| Advisor Resource Council | 0.11% | New | 3,067 | $308K |
| TopTier Wealth Management, LLC | 0.21% | — | 3,058 | $307K |
| Ducere Wealth Management LLC | 0.12% | — | 3,044 | $305K |
| North Forty Two & Co. | 0.28% | No change | 2,996 | $301K |
| Accelerate Investment Advisors LLC | 0.20% | Add +1.1% | 2,931 | $294K |
| Mather Group, Llc. | 0.00% | Reduce -15.9% | 2,923 | $293K |
| Ascension Capital Advisors, Inc. | 0.10% | Reduce -40.3% | 2,913 | $292K |
| AlphaCore Capital LLC | 0.01% | New | 2,884 | $290K |
| Independent Advisor Alliance | 0.01% | New | 2,866 | $288K |
| Investment Advisory Group, LLC | 0.07% | Add +0.2% | 2,826 | $284K |
| Holos Integrated Wealth LLC | 0.16% | Reduce -21.1% | 2,819 | $283K |
| Clarity Retirement & Wealth, LLC | 0.24% | — | 2,772 | $278K |
| Grantvest Financial Group LLC | 0.18% | Reduce -1.8% | 2,762 | $277K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 2,735 | $274K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -0.8% | 2,716 | $273K |
| Access Financial Services, Inc. | 0.10% | No change | 2,697 | $271K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -29.9% | 2,680 | $270K |
| Howard Wealth Management, LLC | 0.12% | Add +20.0% | 2,684 | $269K |
| Lineweaver Wealth Advisors, LLC | 0.04% | New | 2,683 | $269K |
| US Bancorp \de | 0.00% | Reduce -37.6% | 2,675 | $268K |
| Flow Traders U.S. LLC | 0.01% | Reduce -53.9% | 2,666 | $268K |
| Linscomb Wealth, Inc. | 0.01% | Add +0.2% | 2,666 | $268K |
| Strait & Sound Wealth Management LLC | 0.10% | Reduce -22.3% | 2,637 | $265K |
| Two Sigma Securities, LLC | 0.04% | Reduce -8.7% | 2,636 | $264K |
| Lanark Financial, Inc. | 0.02% | Reduce -38.2% | 2,629 | $264K |
| Riverchase Wealth Management, LLC | 0.14% | New | 2,624 | $263K |
| Wealth Alliance, LLC | 0.03% | Reduce -24.6% | 2,617 | $263K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,593 | $260K |
| Meriwether Wealth & Planning, LLC | 0.15% | Reduce -1.4% | 2,585 | $259K |
| Nordwand Advisors, LLC | 0.05% | No change | 2,579 | $259K |
| Crewe Advisors LLC | 0.02% | No change | 2,576 | $258K |
| Integrated Capital Management, LLC | 0.11% | No change | 2,565 | $257K |
| XTX Topco Ltd | 0.01% | Reduce -21.7% | 2,552 | $256K |
| Drake & Associates, LLC | 0.05% | Reduce -23.8% | 2,550 | $256K |
| Fisher Asset Management | 0.00% | Add +23.4% | 2,546 | $255K |
| Argent Trust Co | 0.01% | No change | 2,501 | $251K |
| Barrett & Company, Inc. | 0.08% | Add +0.7% | 2,483 | $249K |
| Harvest Investment Services, LLC | 0.05% | Reduce -18.9% | 2,450 | $246K |
| Northern Trust Corp. | 0.00% | Reduce -63.8% | 2,443 | $245K |
| Money Concepts Capital Corp. | 0.01% | New | 2,433 | $244K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,430 | $244K |
| United Advisor Group, LLC | 0.03% | Add +3.1% | 2,423 | $243K |
| Motiv8 Investments LLC | 0.13% | New | 2,426 | $243K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 2,350 | $237K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 2,345 | $235K |
| LongView Wealth Management | 0.06% | Add +0.6% | 2,341 | $235K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -15.6% | 2,308 | $232K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.2% | 2,308 | $232K |
| Capital Analysts, LLC | 0.01% | Add +107.0% | 2,293 | $230K |
| Argos Wealth Advisors, LLC | 0.06% | — | 2,290 | $230K |
| Ieq Capital, LLC | 0.00% | Add +0.2% | 2,265 | $227K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -4.2% | 2,265 | $227K |
| Apella Capital, LLC | 0.00% | No change | 2,258 | $227K |
| Beacon Financial Advisory LLC | 0.05% | Add +8.0% | 2,258 | $227K |
| Life Line Wealth Management LLC | 0.07% | Add +1.1% | 2,231 | $224K |
| Bangor Savings Bank | 0.02% | New | 2,231 | $224K |
| Ade, LLC | 0.11% | No change | 2,220 | $223K |
| 1900 Wealth Management LLC | 0.01% | Add +0.5% | 2,182 | $219K |
| Mission Wealth Management, LP | 0.00% | Reduce -60.8% | 2,176 | $218K |
| Legacy Financial Strategies, LLC | 0.04% | Reduce -0.1% | 2,171 | $218K |
| Insigneo Advisory Services, LLC | 0.02% | New | 2,154 | $216K |
| Clear Harbor Asset Management, LLC | 0.01% | Reduce -51.2% | 2,148 | $216K |
| Titleist Asset Management, LLC | 0.02% | Add +1.1% | 2,117 | $212K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +4.9% | 2,116 | $212K |
| Five Pine Wealth Management | 0.14% | Reduce -4.6% | 2,111 | $212K |
| Stewardship Advisors, LLC | 0.05% | Reduce -0.2% | 2,089 | $210K |
| BIP Wealth, LLC | 0.01% | No change | 2,050 | $206K |
| Lakeridge Wealth Management LLC | 0.09% | New | 2,049 | $206K |
| Bright Financial Advisors, Inc. | 0.10% | New | 2,026 | $203K |
| Wallace Hart LLC | 0.15% | Reduce -12.0% | 2,023 | $203K |
| StrongBox Wealth, LLC | 0.07% | Reduce -52.1% | 2,013 | $202K |
| Arax Advisory Partners | 0.01% | New | 2,005 | $201K |
| Thompson David Blair | 0.11% | — | 2,003 | $201K |
| Sloy Dahl & Holst, LLC | 0.02% | No change | 2,000 | $201K |
| Marex Group Ltd | 0.00% | No change | 2,000 | $201K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,998 | $200K |
| Tradewinds Capital Management, LLC | 0.04% | No change | 1,902 | $191K |
| Peck Wealth Management, LLC | 0.18% | Add +59.6% | 1,875 | $188K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.9% | 1,805 | $181K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,769 | $178K |
| Gilpin Wealth Management, LLC | 0.13% | — | 1,677 | $168K |
| Avalon Trust Co | 0.01% | No change | 1,641 | $165K |
| LRI Investments, LLC | 0.01% | No change | 1,623 | $163K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -11.4% | 1,568 | $158K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,555 | $157K |
| New Millennium Group LLC | 0.07% | Reduce -15.0% | 1,521 | $153K |
| Kings Path Partners LLC | 0.05% | Reduce -10.0% | 1,448 | $145K |
| Pacific Center for Financial Services | 0.04% | No change | 1,430 | $144K |
| Matrix Private Capital Group LLC | 0.06% | New | 1,265 | $127K |
| Cape Investment Advisory, Inc. | 0.03% | New | 1,101 | $110K |
| Clayton Financial Group LLC | 0.05% | New | 986 | $99K |
| Nvwm, LLC | 0.02% | No change | 920 | $92K |
| International Assets Investment Management, LLC | 0.01% | New | 875 | $88K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +2963.0% | 827 | $83K |
| Kingdom Financial Group LLC. | 0.03% | Reduce -92.5% | 810 | $81K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -47.3% | 800 | $81K |
| CX Institutional | 0.00% | Reduce -81.5% | 736 | $74K |
| Bellevue Asset Management, LLC | 0.02% | No change | 735 | $74K |
| Quattro Advisors LLC | 0.06% | — | 716 | $72K |
| Aspect Partners, LLC | 0.03% | No change | 700 | $70K |
| Legacy Wealth Managment, LLC | 0.03% | Add +138.1% | 662 | $66K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -32.8% | 659 | $66K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 659 | $66K |
| 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% | Reduce -0.3% | 599 | $60K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 599 | $60K |
| Register Financial Advisors LLC | 0.02% | Add +0.2% | 595 | $60K |
| Larson Financial Group LLC | 0.00% | Reduce -72.1% | 567 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +42.0% | 561 | $56K |
| Lummis Asset Management, LP | 0.03% | No change | 541 | $54K |
| Clarity Asset Management, Inc. | 0.03% | Add +1.1% | 538 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -29.8% | 529 | $53K |
| SHP Wealth Management | 0.00% | — | 498 | $50K |
| American National Bank & Trust | 0.00% | No change | 459 | $46K |
| Aventura Private Wealth, LLC | 0.02% | No change | 452 | $45K |
| McIlrath & Eck, LLC | 0.00% | No change | 413 | $41K |
| Longview Financial Advisors LLC | 0.02% | Add +2.0% | 406 | $41K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 399 | $40K |
| Elevated Capital Advisors, LLC | 0.01% | New | 395 | $40K |
| Creative Financial Designs Inc. | 0.00% | Add +7.7% | 394 | $40K |
| Networth Advisors, LLC | 0.03% | — | 381 | $38K |
| Pacifica Partners Inc. | 0.02% | No change | 364 | $37K |
| Quarry LP | 0.01% | New | 360 | $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% | Reduce -92.1% | 325 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -2.0% | 297 | $30K |
| Evolution Wealth Management Inc. | 0.02% | No change | 296 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.2% | 271 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.7% | 250 | $25K |
| 1 North Wealth Services LLC | 0.01% | No change | 218 | $22K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 213 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | Add +144.6% | 203 | $20K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +207.7% | 200 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 200 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 199 | $20K |
| WFA of San Diego, LLC | 0.01% | Add +57.6% | 156 | $16K |
| CVA Family Office, LLC | 0.00% | Reduce -52.8% | 153 | $15K |
| Redwood Park Advisors LLC | 0.01% | New | 150 | $15K |
| Root Financial Partners, LLC | 0.00% | Reduce -10.4% | 146 | $15K |
| Monetary Solutions, Ltd | 0.01% | — | 140 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| Costello Asset Management, INC | 0.00% | Reduce -14.2% | 127 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 124 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 109 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $10K |
| True Wealth Design, LLC | 0.00% | No change | 100 | $10K |
| Tsfg, LLC | 0.00% | Add +1.0% | 103 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 99 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -2.2% | 90 | $9K |
| Park Square Financial Group, LLC | 0.05% | Add +47.2% | 78 | $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 +1.5% | 66 | $7K |
| Cordant, Inc. | 0.00% | Reduce -38.3% | 66 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 58 | $6K |
| Fiduciary Advisors, Inc. | 0.00% | New | 51 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| Key Financial Inc | 0.00% | No change | 39 | $4K |
| Truvestments Capital LLC | 0.00% | New | 38 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Add +2.9% | 36 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 28 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 24 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 23 | $2K |
| Center for Financial Planning, Inc. | 0.00% | New | 20 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 23 | $2K |
| MidFirst Bank | 0.00% | — | 19 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 16 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 12 | $1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 10 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 7 | $702 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $201 |
| TD Private Client Wealth LLC | 0.00% | No change | 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.