PIMCO Enhanced Short MaturitMINTETF

13F holders, Q1 2026 (March 31)
744holders +8
77new positions
61sold out
1famous investor
$100.57avg. 13F price*

At the end of Q1 2026, 744 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, up 8 from Q4 2025. 77 opened new positions and 61 sold out. The largest holders were JPMorgan Chase & Co. ($3.3B), Assetmark, Inc. ($971.6M) and Morgan Stanley ($909.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
PIMCO Enhanced Short Maturit
CUSIP
72201R833
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions77$200.3M
Exits61$33.2M

All 13F filers, Q4 2025 → Q1 2026: 13,015,453 shares bought and 4,128,874 shares sold, net +8,886,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 744 holders

JPMorgan Chase & Co. 0.22% Add +0.6% 32,807,970 $3.3B
Assetmark, Inc. 1.98% Add +8.0% 9,660,644 $971.6M
Morgan Stanley 0.05% Add +1.1% 9,047,779 $909.9M
Wells Fargo & Company 0.12% Add +26.7% 5,719,789 $575.2M
LPL Financial LLC 0.12% Add +6.8% 4,342,620 $436.7M
UBS Group AG 0.06% Add +17.7% 3,252,382 $327.1M
Bank of America Corp. 0.01% Add +23.1% 1,954,300 $196.5M
Focus Partners Wealth 0.18% Add +49.8% 1,639,635 $165.8M
Cwm, LLC 0.42% Reduce -4.3% 1,603,698 $161.3M
Mariner, LLC 0.15% Add +150.9% 1,307,508 $131.5M
Royal Bank of Canada 0.02% Add +17.8% 1,283,386 $129.1M
Envestnet Asset Management Inc. 0.03% Add +170.2% 1,155,040 $116.2M
AE Wealth Management LLC 0.55% Add +4.6% 1,004,333 $101.0M
Bramshill Investments, LLC 7.90% Reduce -1.6% 911,252 $91.6M
Cambridge Investment Research Advisors, Inc. 0.23% Add +16.3% 902,383 $90.8M
Atria Investments, Inc 0.96% Add +7308.4% 852,861 $85.8M
Proficio Capital Partners LLC 4.57% Add +7.3% 848,972 $85.5M
Stifel Financial Corp. 0.07% Add +1.8% 801,693 $80.6M
Keybank National Association 0.28% Add +0.1% 756,471 $76.1M
Raymond James Financial Inc. 0.02% Reduce -6.4% 683,650 $68.8M
NewEdge Advisors, LLC 0.21% Add +24.2% 575,742 $57.9M
Advisor OS, LLC 4.15% Reduce -31.1% 569,456 $57.3M
MJP Associates Inc. 6.94% Reduce -30.7% 567,769 $57.1M
Krilogy Financial LLC 1.78% Add +2.6% 549,785 $55.3M
Osaic Holdings, Inc. 0.08% Add +12.7% 527,597 $53.1M
Gainplan LLC 39.43% Add +2.8% 522,354 $52.5M
Cetera Investment Advisers 0.05% Add +81.7% 489,329 $49.2M
Commonwealth Equity Services, LLC 0.07% Reduce -12.3% 482,256 $48.5M
Truist Financial Corp. 0.06% Add +36.2% 470,729 $47.3M
Flaharty Asset Management, LLC 5.81% Add +2.5% 465,654 $46.8M
Family Manage LLC 5.39% Reduce -0.0% 447,062 $45.0M
HighTower Advisors, LLC 0.05% Add +9.8% 445,082 $44.8M
Allianz Asset Management GmbH 0.05% Add +186.0% 440,216 $44.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +8.4% 431,537 $43.4M
Retirement Income Solutions, Inc. 5.97% Add +6.0% 347,406 $34.9M
Northwestern Mutual Investment Management Company, LLC 0.52% New 342,900 $34.5M
Destination Wealth Management 0.87% Add +4.8% 332,676 $33.5M
Brookstone Capital Management 0.38% Add +101.3% 332,589 $33.4M
National Bank of Canada 0.03% Add +2.2% 330,134 $33.2M
HB Wealth Management, LLC 0.20% Reduce -29.0% 305,731 $30.7M
MML Investors Services, LLC 0.08% Reduce -13.9% 298,134 $30.0M
Private Advisor Group, LLC 0.14% Add +13.1% 294,524 $29.6M
Clearstead Advisors, LLC 0.26% Add +2468.7% 286,868 $28.9M
Mason Investment Advisory Services, Inc. 1.29% Reduce -7.7% 278,155 $28.0M
Novem Group 3.21% Add +142.7% 277,440 $27.9M
Waverly Advisors, LLC 0.20% Reduce -3.8% 260,176 $26.2M
Creative Planning 0.02% Add +20.9% 256,304 $25.8M
Ibex Wealth Advisors 2.39% New 255,083 $25.7M
Bank of Montreal 0.01% Add +505.7% 254,285 $25.6M
TD Capital Management LLC 2.25% Reduce -2.7% 248,898 $25.0M
Atlantic Edge Private Wealth Management, LLC 5.80% Add +26.1% 234,092 $23.5M
Roehl & Yi Investment Advisors, LLC 8.33% Reduce -1.6% 220,551 $22.2M
Moment Partners, LLC 3.91% New 217,830 $21.9M
Harbour Investments, Inc. 0.34% Reduce -0.0% 217,399 $21.9M
Arkadios Wealth Advisors 0.34% Add +3.4% 204,154 $20.5M
Kwmg, LLC 1.67% Add +3.6% 198,932 $20.0M
Phil A. Younker & Associates, Ltd. 13.14% Add +194.4% 196,010 $19.7M
Citigroup Inc. 0.01% Reduce -9.9% 192,531 $19.4M
Jane Street Group, LLC 0.02% New 188,750 $19.0M
Providence First Trust Co 6.63% Reduce -2.0% 187,631 $18.9M
BNP Paribas Financial Markets 0.01% Add +60.7% 186,316 $18.7M
Cornerstone Wealth Management, LLC 0.93% Reduce -1.8% 184,207 $18.5M
Visionary Wealth Advisors 0.78% Reduce -3.4% 175,892 $17.7M
Mission Hills Financial Advisory, LLC 8.94% Add +4.0% 173,712 $17.5M
Delta Investment Management, LLC 3.07% Reduce -27.9% 170,521 $17.1M
First Heartland Consultants, Inc. 1.31% Add +1.7% 170,459 $17.1M
Brick & Kyle, Associates 5.57% New 167,922 $16.9M
Stokes Capital Advisors, LLC 3.68% Reduce -17.9% 163,062 $16.4M
Brown Advisory Inc. 0.03% Add +12.0% 159,797 $16.1M
Williams Financial, LLC 9.23% Reduce -0.3% 157,657 $15.9M
Addison Capital Co 2.77% Add +35.1% 154,696 $15.6M
Thrivent Financial for Lutherans 0.03% Add +16.1% 150,316 $15.1M
Mainsail Asset Management, LLC 6.75% Reduce -2.3% 149,406 $15.0M
United Capital Financial Advisors, LLC 0.09% Add +1.7% 149,075 $15.0M
Cerity Partners LLC 0.02% Reduce -35.4% 147,464 $14.8M
Roof Eidam Maycock Peralta, LLC 3.39% Reduce -10.0% 147,161 $14.8M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -66.3% 146,024 $14.7M
Jones Financial Companies LLLP 0.01% Add +19.3% 144,998 $14.6M
Fifth Third Bancorp 0.02% Add +1311.8% 133,052 $13.4M
Cottage Street Advisors LLC 5.76% Reduce -2.8% 132,424 $13.3M
Essex Financial Services, Inc. 0.73% Reduce -0.3% 129,475 $13.0M
Stratos Wealth Partners, LTD. 0.15% Add +18.4% 128,788 $13.0M
Janney Montgomery Scott LLC 0.03% Reduce -7.4% 125,017 $12.6M
MinichMacGregor Wealth Management, LLC 2.21% Add +11.7% 124,603 $12.5M
Concurrent Investment Advisors, LLC 0.13% Add +71.0% 122,055 $12.3M
Naples Global Advisors, LLC 0.88% Add +19.5% 120,187 $12.1M
Rockefeller Capital Management L.P. 0.02% Reduce -4.9% 119,604 $12.0M
Beacon Pointe Advisors, LLC 0.06% Reduce -15.4% 118,468 $11.9M
Buck Wealth Strategies, LLC 1.47% Add +21.1% 118,279 $11.9M
Mercer Global Advisors Inc. 0.02% Reduce -31.6% 116,041 $11.7M
Elite Financial, Inc. 5.11% Add +8.6% 113,270 $11.4M
Arcadia Investment Management Corp. 1.95% Reduce -27.1% 113,173 $11.4M
Cahill Financial Advisors Inc. 1.19% Add +41.1% 109,196 $11.0M
NavPoint Financial, Inc. 4.40% Add +19.2% 108,148 $10.9M
CacheTech Inc. 2.08% Add +103.0% 107,249 $10.8M
VestGen Advisors, LLC 0.30% Add +34.6% 106,320 $10.7M
Evergreen Capital Management LLC 0.23% Add +3.5% 105,880 $10.6M
Ausdal Financial Partners, Inc. 0.48% Reduce -0.0% 105,733 $10.6M
Independent Advisor Alliance 0.11% Add +3534.0% 104,150 $10.5M
Steward Partners Investment Advisory, LLC 0.05% Add +0.1% 100,267 $10.1M
Ameritas Advisory Services, LLC 0.38% Add +1.3% 97,682 $9.8M
Afg Fiduciary Services Limited Partnership 5.75% Add +1.9% 97,141 $9.8M
PFG Advisors 0.47% Add +3.9% 95,630 $9.6M
Balefire, LLC 1.81% Add +1328.8% 95,455 $9.6M
Compound Planning, Inc. 0.29% Add +6.5% 93,587 $9.4M
Capital Investment Advisory Services, LLC 0.68% Add +68.2% 93,302 $9.4M
MAI Capital Management 0.05% Reduce -11.6% 92,987 $9.4M
Resolute Wealth Strategies, LLC 3.99% Add +11.1% 92,043 $9.3M
Johnson Financial Group, LLC 0.61% Reduce -92.4% 91,096 $9.2M
Koenig Investment Advisory, LLC 7.78% Reduce -1.1% 91,077 $9.2M
Dynamic Advisor Solutions LLC 0.29% Add +0.1% 90,299 $9.1M
Pilgrim Partners Asia Pte Ltd 3.82% Add +125.0% 90,000 $9.1M
Pinnacle Financial Group, LLC / IL 2.48% New 89,953 $9.0M
Sittner & Nelson, LLC 3.26% Reduce -9.2% 88,629 $8.9M
Aprio Wealth Management, LLC 0.49% Add +66.2% 88,396 $8.9M
Howland Capital Management LLC 0.35% Add +1.3% 87,681 $8.8M
Equitable Holdings, Inc. 0.06% Add +13.5% 85,947 $8.6M
Center For Asset Management LLC 4.28% Add +0.8% 85,667 $8.6M
Alexis Investment Partners, LLC 5.89% Reduce -3.5% 84,991 $8.5M
Aviance Capital Partners, LLC 1.00% Add +39.0% 84,822 $8.5M
Kestra Advisory Services, LLC 0.03% Add +45.0% 84,646 $8.5M
CIBC Bancorp USA Inc. 0.01% — 83,249 $8.4M
PMG Wealth Management, Inc. 6.03% Add +3.7% 83,400 $8.4M
IFP Advisors, Inc 0.17% Add +40.7% 83,013 $8.3M
Gladstone Institutional Advisory LLC 0.31% Reduce -2.0% 82,984 $8.3M
Captrust Financial Advisors 0.01% Add +45.6% 82,513 $8.3M
Independent Solutions Wealth Management, LLC 1.20% Add +124.7% 81,216 $8.2M
WestHill Financial Advisors, Inc. 1.53% Add +6.0% 79,703 $8.0M
Avion Wealth 1.65% Reduce -3.5% 79,227 $8.0M
&partners 0.04% Add +60.1% 79,293 $7.9M
Cibc World Market Inc. 0.01% Reduce -5.2% 78,777 $7.9M
YHB Investment Advisors, Inc. 0.57% Add +2.1% 78,597 $7.9M
Heirloom Wealth Management 1.39% Add +0.0% 76,911 $7.7M
Ogorek Anthony Joseph /NY/ 2.03% New 73,645 $7.4M
GatePass Capital, LLC 3.65% Reduce -3.6% 73,343 $7.4M
Channel Wealth LLC 1.75% Reduce -22.8% 72,004 $7.2M
Arax Advisory Partners 0.20% Add +3452.2% 71,221 $7.2M
Beacon Investment Advisory Services, Inc. 0.30% Reduce -0.5% 71,033 $7.1M
Trek Financial, LLC 0.37% Add +73.8% 69,670 $7.0M
Planned Solutions, Inc. 2.28% Add +1.5% 68,569 $6.9M
Scotia Capital Inc. 0.03% Reduce -3.1% 67,711 $6.8M
Advocate Group LLC 1.05% Add +8.8% 67,050 $6.7M
Maimon Wealth Management LTD. 5.90% Add +1.1% 66,810 $6.7M
Integrated Wealth Concepts LLC 0.05% Add +287.6% 66,751 $6.7M
Alexander Labrunerie & Co., Inc. 2.52% Reduce -6.3% 66,412 $6.7M
Peapack Gladstone Financial Corp. 0.08% Reduce -14.2% 64,764 $6.5M
Jmac Enterprises LLC 1.24% Reduce -4.6% 64,591 $6.5M
Goodman Advisory Group, LLC 1.67% Reduce -2.6% 64,165 $6.5M
Geneos Wealth Management Inc. 0.15% Add +19.5% 64,152 $6.5M
Mgo One Seven LLC 0.13% Add +9.5% 63,460 $6.4M
BHK Investment Advisors, LLC 2.12% Add +1.3% 63,048 $6.3M
Robertson Stephens Wealth Management, LLC 0.18% Add +95.3% 62,172 $6.3M
WCG Wealth Advisors LLC 0.17% Add +12.4% 62,129 $6.2M
Wedbush Securities Inc. 0.18% Reduce -7.5% 61,804 $6.2M
Procyon Advisors, LLC 0.30% Reduce -20.7% 61,740 $6.2M
Oceanside Advisors LLC 3.53% Add +7.2% 61,519 $6.2M
PFW Advisors LLC 1.93% Reduce -18.7% 61,077 $6.1M
Heritage Oak Wealth Advisors LLC 1.95% Add +1313.7% 60,889 $6.1M
Flagship Private Wealth, LLC 2.48% Add +17.6% 60,719 $6.1M
Financial Engines Advisors L.L.C. 0.01% Add +24.8% 60,403 $6.1M
Hardworking Capital Advisors, LLC 5.68% Reduce -0.3% 60,354 $6.1M
Price Capital Management, Inc. 85.63% New 60,000 $6.0M
Palumbo Wealth Management LLC 1.47% Add +11.3% 59,726 $6.0M
Spectrum Planning & Advisory Services Inc. 2.94% New 59,113 $5.9M
TFR Capital, LLC. 1.79% Add +126.6% 58,049 $5.8M
Pinnacle Associates Ltd. 0.07% Add +120.1% 57,386 $5.8M
Uncommon Cents Investing LLC 1.34% Add +6.5% 57,235 $5.8M
Integrity Alliance, Llc. 0.22% Reduce -9.8% 56,805 $5.7M
Apollon Wealth Management, LLC 0.09% Reduce -20.6% 56,474 $5.7M
Kathmere Capital Management, LLC 0.35% Reduce -8.2% 56,128 $5.6M
City Center Advisors, LLC 5.19% Reduce -1.7% 55,869 $5.6M
Sanctuary Advisors, LLC 0.03% Add +16.1% 54,999 $5.5M
Sigma Planning Corp 0.15% Add +25.7% 54,916 $5.5M
Sentinel Pension Advisors, LLC 0.81% Add +15.3% 54,497 $5.5M
49 Wealth Management, LLC 0.41% Add +0.7% 54,432 $5.5M
Whittier Trust Co. 0.06% Reduce -4.5% 54,510 $5.5M
Advocacy Wealth Management, LLC 0.24% Add +5.2% 54,141 $5.4M
Strategic Investment Advisors / MI 0.37% Add +15.9% 53,916 $5.4M
Capital Advisors Wealth Management, LLC 0.73% Add +4.7% 53,773 $5.4M
Farther Finance Advisors, LLC 0.05% Add +67.0% 53,433 $5.4M
Migdal Insurance & Financial Holdings Ltd. 0.05% Reduce -1.2% 53,141 $5.3M
Merit Financial Group, LLC 0.04% Reduce -6.8% 52,494 $5.3M
World Investment Advisors 0.08% Reduce -0.0% 52,214 $5.3M
Smith Thornton Advisors LLC 2.62% Add +9.0% 51,761 $5.2M
Aegis Wealth Management, Inc. 4.09% Reduce -2.5% 51,705 $5.2M
Capital Management Associates, Inc 1.17% Add +20.7% 51,397 $5.2M
Stone Wealth Partners 4.63% Add +0.6% 51,244 $5.2M
Patriot Financial Group Insurance Agency, LLC 0.29% New 51,140 $5.1M
ABLE Financial Group, LLC 1.00% Add +61.3% 51,012 $5.1M
Gateway Wealth Partners, LLC 0.20% New 50,357 $5.1M
Independent Financial Group, LLC 0.11% Add +0.9% 50,191 $5.0M
Joel Adams & Associates, Inc. 3.71% Add +79.8% 49,649 $5.0M
WealthPlan Investment Management, LLC 0.27% Reduce -65.8% 48,670 $4.9M
Jacobi Capital Management LLC 0.27% Add +101.3% 48,524 $4.9M
Rothschild Wealth LLC 0.44% Add +4.4% 47,926 $4.8M
Cornerstone Financial Group, LLC 3.07% Add +5.3% 47,621 $4.8M
SkyOak Wealth, LLC 0.87% Add +5.3% 47,406 $4.8M
VSM Wealth Advisory, LLC 1.41% Add +5.2% 46,948 $4.7M
Camelot Portfolios, LLC 3.54% Reduce -14.1% 46,867 $4.7M
Values First Advisors, Inc. 2.45% Add +2.3% 46,802 $4.7M
Curi Capital, LLC 0.08% Reduce -17.8% 46,502 $4.7M
Cim, LLC 0.67% Add +1.2% 46,417 $4.7M
Halbert Hargrove Global Advisors, LLC 0.22% Reduce -10.0% 45,358 $4.6M
Friedenthal Financial 2.27% Add +991.4% 44,879 $4.5M
Milestone Asset Management, LLC 0.83% Add +7.7% 44,618 $4.5M
Leavell Investment Management, Inc. 0.18% Add +10.8% 44,420 $4.5M
Barnes Wealth Management Group, Inc 2.23% Add +1.5% 43,783 $4.4M
CreativeOne Wealth, LLC 0.10% Add +11.0% 43,078 $4.3M
Main Street Financial Solutions, LLC 0.32% Reduce -37.9% 43,070 $4.3M
Mullaney, Keating & Wright, Inc. 2.33% Add +6.0% 42,707 $4.3M
Perspective Wealth Advisors LLC 2.77% Add +27.1% 42,487 $4.3M
StoneX Group Inc. 0.23% Reduce -5.6% 42,208 $4.2M
Oxinas Partners, LLC 1.92% Add +54.3% 41,833 $4.2M
Parsons Capital Management Inc. 0.19% Reduce -5.4% 41,779 $4.2M
Sequoia Financial Advisors, LLC 0.02% Add +5.2% 41,534 $4.2M
Westside Investment Management, Inc. 0.64% Reduce -12.1% 41,385 $4.2M
Klaas Financial Asset Advisors, LLC 0.57% Add +3.0% 40,991 $4.1M
Flatrock Wealth Partners LLC 1.77% Add +33.6% 39,155 $3.9M
Advyzon Investment Management, LLC 0.35% Add +396.6% 39,081 $3.9M
Wealth Advisors of Iowa, LLC 1.20% New 38,595 $3.9M
Wincap Financial LLC 2.55% Add +29.4% 38,094 $3.8M
SFG Wealth Management, LLC. 1.56% Add +4.2% 37,660 $3.8M
Bouvel Investment Partners, LLC 1.10% Reduce -0.9% 37,563 $3.8M
FSM Wealth Advisors, LLC 0.48% Add +3.5% 37,501 $3.8M
Choreo, LLC 0.05% Reduce -45.2% 36,909 $3.7M
American Institute for Advanced Investment Management, LLP 2.39% Add +0.3% 36,728 $3.7M
Stephens Inc. 0.05% Add +9.2% 36,116 $3.6M
OneDigital Investment Advisors LLC 0.04% Add +49.0% 35,990 $3.6M
First Trust Advisors LP 0.00% Reduce -18.0% 35,596 $3.6M
Sachetta, LLC 1.93% Add +1.6% 35,406 $3.6M
Norris Financial Group, LLC 1.15% Add +51.9% 34,984 $3.5M
Wealth Alliance, LLC 0.35% Add +1234.5% 34,924 $3.5M
Adams Wealth Management 0.76% Reduce -19.3% 34,502 $3.5M
Money Concepts Capital Corp. 0.19% Add +1310.5% 34,317 $3.5M
Modern Wealth Management, LLC 0.06% Add +31.9% 34,396 $3.4M
Integrity Wealth Solutions LLC 1.34% Reduce -7.8% 33,881 $3.4M
NorthCoast Asset Management LLC 0.08% Add +2.6% 33,780 $3.4M
WJ Interests, LLC 1.30% Reduce -4.4% 33,776 $3.4M
Muirfield Wealth Advisors LLC 2.48% Add +1.3% 33,476 $3.4M
Nest Investments, LLC 2.73% Add +17.4% 33,350 $3.4M
Stonebridge Financial Planning Group, LLC 1.23% Add +8.1% 33,344 $3.4M
Montag A & Associates Inc. 0.16% Reduce -68.9% 33,297 $3.3M
Fiduciary Alliance LLC 0.20% Reduce -11.3% 33,172 $3.3M
Pinnacle Financial Partners, Inc. 0.03% Add +8.8% 32,962 $3.3M
Sard Wealth Management Group, LLC 1.79% Add +0.3% 32,737 $3.3M
Advisory Services Network, LLC 0.04% Add +47.9% 32,529 $3.3M
Lido Advisors, LLC 0.01% Reduce -0.7% 32,250 $3.2M
Baird Financial Group, Inc. 0.01% Reduce -64.2% 31,568 $3.2M
GeoWealth Management, LLC 0.11% Add +26.5% 31,221 $3.1M
Paulson Wealth Management Inc. 0.73% Reduce -14.2% 31,041 $3.1M
Surience Private Wealth LLC 3.32% New 30,757 $3.1M
Strategic Wealth Advisors LLC 2.47% Add +14.2% 30,685 $3.1M
Blueline Advisors LLC 2.38% Add +31.3% 30,563 $3.1M
Fiduciary Trust Co 0.04% Add +10.6% 29,655 $3.0M
Sage Rhino Capital LLC 0.55% Reduce -4.0% 29,434 $3.0M
Wealthspire Retirement, LLC 0.18% Add +153.2% 29,367 $3.0M
TFB Advisors LLC 1.54% Reduce -27.8% 29,297 $2.9M
Magnolia Capital Advisors LLC 0.57% Add +214.5% 29,036 $2.9M
Corient Private Wealth LP 0.00% Reduce -28.3% 28,907 $2.9M
Capital Advisors, Ltd. LLC 0.33% Reduce -2.8% 28,894 $2.9M
TD Waterhouse Canada Inc. 0.01% Reduce -59.0% 28,778 $2.9M
Arete Wealth Advisors, LLC 0.22% Add +7.8% 28,591 $2.9M
Sage Capital Management, LLC 1.34% Reduce -7.9% 28,377 $2.9M
Csenge Advisory Group 0.13% Reduce -9.3% 28,245 $2.8M
Intergy Private Wealth, LLC 0.81% Add +6.0% 27,337 $2.7M
Compass Financial Group, Inc. 1.24% Add +1.4% 27,291 $2.7M
Essential Planning, LLC. 0.87% Add +42.1% 27,237 $2.7M
Foundry Financial Group, Inc. 1.35% Reduce -1.1% 27,140 $2.7M
Anchor Capital Advisors LLC 0.08% Reduce -4.9% 26,658 $2.7M
Sanchez Gaunt Capital Management, LLC 1.66% — 26,380 $2.7M
Summit Financial, LLC 0.03% Add +192.3% 26,320 $2.6M
Clear Point Advisors Inc. 2.04% Reduce -11.7% 26,160 $2.6M
Axxcess Wealth Management, LLC 0.08% Add +19.2% 26,130 $2.6M
Towneley Capital Management, Inc / DE 0.55% New 26,068 $2.6M
Financial Strategies Group, Inc. 0.44% Reduce -4.8% 25,920 $2.6M
D.A. Davidson & Co. 0.02% Reduce -1.2% 25,928 $2.6M
Moneco Advisors, LLC 0.20% Add +8.3% 25,610 $2.6M
Net Worth Advisory Group 0.53% Reduce -18.1% 25,354 $2.5M
Johnson Investment Counsel Inc. 0.02% New 25,028 $2.5M
Hutchens & Kramer Investment Management Group, LLC 0.80% Add +821.4% 25,025 $2.5M
Cannon Wealth Management Services, LLC 1.68% Add +23.8% 24,724 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -7.5% 24,692 $2.5M
RFG Advisory, LLC 0.05% Add +95.5% 24,618 $2.5M
PAX Financial Group, LLC 0.41% Add +7.6% 24,173 $2.4M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -11.1% 23,980 $2.4M
Macroview Investment Management LLC 1.66% Reduce -2.5% 23,579 $2.4M
RiverTree Advisors, LLC 1.49% Reduce -39.2% 23,450 $2.4M
Ruggaard & Associates LLC 0.93% Add +7.2% 23,432 $2.4M
Blueprint Investment Partners LLC 0.24% Add +29.6% 23,041 $2.3M
Kovack Advisors, Inc. 0.12% Add +39.9% 23,090 $2.3M
Somerset Group LLC 1.71% Add +7.8% 22,906 $2.3M
Blueprint Financial Advisors LLC 0.34% Add +29.9% 22,850 $2.3M
J.W. Cole Advisors, Inc. 0.08% Reduce -21.5% 22,165 $2.2M
PFG Investments, LLC 0.10% Add +43.6% 21,789 $2.2M
Cedar Mountain Advisors, LLC 0.43% Add +1.4% 21,765 $2.2M
Thoroughbred Financial Services, LLC 0.13% Add +19.9% 21,419 $2.2M
Peregrine Asset Advisers, Inc. 0.58% Reduce -0.0% 21,335 $2.1M
Scarborough Advisors, LLC 0.23% Add +18.7% 21,264 $2.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -6.6% 21,244 $2.1M
Cary Street Partners Financial LLC 0.05% Add +63.6% 21,161 $2.1M
Signature Estate & Investment Advisors LLC 0.04% Add +20.3% 21,087 $2.1M
SageView Advisory Group, LLC 0.08% Add +14.3% 21,071 $2.1M
Altfest L J & Co. Inc. 0.22% Add +0.7% 20,585 $2.1M
Klingman & Associates, LLC 0.10% No change 20,500 $2.1M
Foundry Financial LLC 0.87% New 20,385 $2.1M
HCR Wealth Advisors 0.21% Reduce -1.2% 20,378 $2.0M
Rehmann Capital Advisory Group 0.11% Reduce -0.6% 20,232 $2.0M
Unified Investment Management 2.08% Add +0.1% 20,079 $2.0M
HighPoint Advisor Group LLC 0.08% Reduce -2.5% 19,968 $2.0M
Mayflower Financial Advisors, LLC 0.24% Add +0.4% 19,853 $2.0M
SYM FINANCIAL Corp 0.20% Add +15.2% 19,746 $2.0M
Legacy Capital Wealth Partners, LLC 0.41% Reduce -4.5% 19,725 $2.0M
ETF Store, Inc. 1.92% Reduce -0.9% 19,577 $2.0M
Legacy Solutions, LLC 1.82% Add +7.3% 19,518 $2.0M
Investor's Fiduciary Advisor Network, LLC 0.60% Add +7.3% 19,342 $1.9M
Snowden Capital Advisors LLC 0.05% Add +2.1% 19,201 $1.9M
Authentikos Wealth Advisory, LLC 1.30% Reduce -10.0% 19,109 $1.9M
ArrowMark Colorado Holdings LLC 0.05% No change 19,092 $1.9M
Rik Saylor Financial, Inc. 1.45% Reduce -0.4% 18,926 $1.9M
IHT Wealth Management, LLC 0.04% Add +70.3% 18,925 $1.9M
Proffitt & Goodson Inc. 0.29% Reduce -5.2% 18,751 $1.9M
Waystone Advisors LLC 1.68% Reduce -4.0% 18,662 $1.9M
Old Mission Capital LLC 0.04% New 18,315 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.13% New 18,259 $1.8M
EverSource Wealth Advisors, LLC 0.06% Add +6619.2% 18,209 $1.8M
West Michigan Advisors, LLC 0.40% Reduce -55.5% 18,189 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +21.5% 17,850 $1.8M
Regatta Capital Group, LLC 0.27% Reduce -8.2% 17,746 $1.8M
Susquehanna International Group, LLP 0.00% Add +397.1% 17,731 $1.8M
Sowell Financial Services LLC 0.07% Add +19.6% 17,666 $1.8M
Brown, Lisle/Cummings, Inc. 0.44% Reduce -5.2% 17,519 $1.8M
MPWM Advisory Solutions, LLC 0.93% Reduce -0.0% 17,465 $1.8M
Kingswood Wealth Advisors, LLC 0.08% Reduce -35.7% 17,233 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -17.1% 17,073 $1.7M
Precision Wealth Strategies, LLC 0.56% Add +0.2% 16,751 $1.7M
Richard P Slaughter Associates Inc 0.36% Add +50.0% 16,594 $1.7M
AQR Capital Management 0.00% Add +0.6% 16,582 $1.7M
Mutual Advisors, LLC 0.04% Add +15.9% 16,452 $1.7M
Phoenix Wealth Advisors 0.65% Reduce -3.6% 16,435 $1.7M
Hudson Portfolio Management LLC 1.38% Add +12.3% 16,302 $1.6M
Allworth Financial LP 0.01% Reduce -8.4% 16,075 $1.6M
Staley Capital Advisers Inc. 0.07% Reduce -4.2% 15,970 $1.6M
Spire Wealth Management 0.05% Add +1.0% 15,949 $1.6M
Fca Corp. 0.45% Add +10.6% 15,792 $1.6M
Bedel Financial Consulting, Inc. 0.18% Add +26.0% 15,680 $1.6M
Soltis Investment Advisors LLC 0.10% Reduce -4.3% 15,668 $1.6M
Essex Bank 0.35% Add +34.5% 15,659 $1.6M
Principal Securities, Inc. 0.02% Add +68.4% 15,536 $1.6M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -8.1% 15,497 $1.6M
Benjamin Edwards Inc. 0.02% New 15,451 $1.6M
Blair William & Co. 0.00% Reduce -9.0% 15,187 $1.5M
Parr McKnight Wealth Management Group, LLC 0.20% Reduce -3.3% 15,171 $1.5M
Mittelman Wealth Management 0.95% New 15,130 $1.5M
Park Avenue Securities LLC 0.01% Add +41.4% 14,992 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +0.3% 14,693 $1.5M
Strategic Blueprint, LLC 0.08% Add +219.4% 14,385 $1.4M
Noble Wealth Management PBC 0.74% Reduce -12.8% 14,347 $1.4M
Montis Financial, LLC 0.30% Reduce -13.6% 14,267 $1.4M
Shayne & Jacobs, LLC 0.44% No change 14,218 $1.4M
HUB Investment Partners, LLC 0.03% New 14,091 $1.4M
Private Trust Co. NA 0.13% Add +24.4% 14,038 $1.4M
SouthState Bank Corp 0.07% Reduce -32.1% 14,005 $1.4M
MCF Advisors LLC 0.06% Add +3.4% 13,702 $1.4M
Signet Financial Management, LLC 0.15% Reduce -3.7% 13,645 $1.4M
SeaCrest Wealth Management, LLC 0.15% Add +2.5% 13,612 $1.4M
Wealthfront Advisers LLC 0.00% Add +77.8% 13,572 $1.4M
Pathstone Holdings, LLC 0.01% Add +0.7% 13,492 $1.4M
Western Wealth Management, LLC 0.05% Reduce -66.9% 13,483 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Add +24.7% 13,483 $1.4M
Birch Capital Management, LLC 0.69% Add +2.1% 13,151 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -0.5% 13,055 $1.3M
Ieq Capital, LLC 0.01% Add +476.0% 13,046 $1.3M
NewEdge Wealth, LLC 0.02% Add +153.8% 12,961 $1.3M
Merited Wealth, LLC 1.08% Add +0.2% 12,958 $1.3M
Rollins Financial Advisors, LLC 0.20% Reduce -36.9% 12,832 $1.3M
Prospera Financial Services Inc 0.02% Reduce -0.7% 12,723 $1.3M
Rwa Wealth Partners, LLC 0.01% Add +97.9% 12,656 $1.3M
Savvy Advisors, Inc. 0.03% New 12,519 $1.3M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -0.2% 12,509 $1.3M
Sovran Advisors, LLC 0.10% New 12,097 $1.2M
Quest 10 Wealth Builders, Inc. 1.07% Add +0.5% 12,096 $1.2M
Creative Capital Management Investments LLC 0.34% No change 11,935 $1.2M
Savant Capital, LLC 0.01% Add +36.7% 11,807 $1.2M
Carnegie Investment Counsel 0.02% No change 11,743 $1.2M
Mayfair Advisory Group, LLC 0.41% Add +23.3% 11,663 $1.2M
Avid Wealth Partners LLC 0.55% Reduce -33.9% 11,643 $1.2M
John W. Brooker & Co., CPAs 1.84% Add +132.6% 11,635 $1.2M
FreeGulliver LLC 0.48% New 11,435 $1.2M
Three Bridge Wealth Advisors, LLC 0.32% Reduce -12.7% 11,430 $1.1M
M&T Bank Corp 0.00% No change 11,310 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +0.4% 11,277 $1.1M
L & S Advisors Inc 0.14% Add +28.4% 11,165 $1.1M
Roger Wittlin Investment Advisory, LLC 0.90% Reduce -19.9% 10,955 $1.1M
Ascent Group, LLC 0.04% Reduce -1.0% 10,928 $1.1M
Pacific Excel Wealth Advisors, Inc. 1.15% Add +180.7% 10,845 $1.1M
Red Cedar Investment Management, LLC 0.11% No change 10,843 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.25% Add +42.7% 10,698 $1.1M
Security National Bank of Sioux City Iowa 0.62% No change 10,398 $1.0M
Stirlingshire Investments, Inc. 0.91% Add +2.5% 10,263 $1.0M
Tounjian Advisory Partners, LLC 0.37% Reduce -8.9% 10,256 $1.0M
Arbor Investment Advisors, LLC 0.13% Add +6.9% 10,189 $1.0M
Centaurus Financial, Inc. 0.05% Reduce -13.8% 10,143 $1.0M
Heritage Wealth Advisors 0.04% Reduce -13.1% 10,087 $1.0M
Per Stirling Capital Management, LLC. 0.11% Add +6.5% 9,935 $999K
Oak Grove Capital LLC 0.17% Add +31.8% 9,884 $994K
Allianz SE 0.01% No change 9,838 $989K
Two Sigma Securities, LLC 0.11% Add +268.8% 9,721 $978K
DeDora Capital, Inc. 0.23% No change 9,441 $949K
Financial Management Professionals, Inc. 0.11% No change 9,346 $940K
SteelPeak Wealth, LLC 0.03% Reduce -41.3% 9,326 $938K
Ascentis Independent Advisors 0.07% New 9,306 $936K
Mosaic Financial Group, LLC 0.66% Reduce -3.1% 9,286 $934K
Powell Investment Advisors, LLC 0.32% Add +0.1% 9,104 $916K
Kanawha Capital Management LLC 0.06% No change 9,063 $911K
Total Clarity Wealth Management, Inc. 0.21% Reduce -4.1% 9,035 $909K
Envestnet Portfolio Solutions, Inc. 0.01% Add +139.1% 9,027 $908K
Opus Financial Solutions LLC 0.85% Add +41.5% 8,989 $904K
Alterna Wealth Management, Inc. 0.68% Add +5.5% 8,940 $899K
Focus Partners Advisor Solutions, LLC 0.01% New 8,879 $893K
Mezzasalma Advisors, LLC 0.23% Add +2.8% 8,812 $886K
Chicago Partners Investment Group LLC 0.02% Reduce -5.6% 8,702 $875K
Perigon Wealth Management, LLC 0.02% Reduce -6.0% 8,669 $872K
Ameriflex Group, Inc. 0.44% Add +12.3% 8,595 $864K
Financial Guidance Group, Inc. 0.35% No change 8,544 $859K
WealthCollab, LLC 0.35% Add +0.6% 8,474 $852K
Strategic Financial Concepts, LLC 0.21% New 8,435 $848K
Summa Corp. 0.35% Reduce -4.5% 8,400 $845K
Berman McAleer LLC 0.11% Reduce -24.1% 8,369 $842K
Maridea Wealth Management LLC 0.12% Reduce -2.8% 8,290 $834K
Transcendent Capital Group LLC 0.38% Add +0.2% 8,237 $828K
Rossby Financial, LCC 0.17% Add +19.1% 8,226 $825K
Atlanta Consulting Group Advisors, LLC 0.18% Add +0.0% 8,183 $823K
Independent Wealth Network Inc. 0.24% Reduce -7.9% 8,154 $820K
Citizens Financial Group Inc. 0.01% Add +1.0% 8,129 $818K
Koshinski Asset Management, Inc. 0.05% Add +0.2% 8,110 $816K
Financial Enhancement Group LLC 0.10% Reduce -9.9% 8,105 $815K
Fermata Advisors, LLC 0.18% New 8,025 $807K
Redwood Investment Management, LLC 0.10% Add +6.7% 8,019 $806K
Franklin Resources Inc. 0.00% No change 8,008 $805K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +0.7% 7,989 $804K
Lodestone Wealth Management LLC 0.32% Reduce -4.4% 7,980 $803K
Avidian Wealth Enterprises, LLC 0.03% Reduce -31.9% 7,939 $798K
Closed-End Fund Advisors, Inc. 0.79% Reduce -19.8% 7,754 $780K
Flagship Harbor Advisors, LLC 0.03% Add +21.5% 7,700 $774K
Power Wealth Management LLC 0.29% Reduce -7.3% 7,652 $770K
FMR LLC 0.00% Reduce -14.9% 7,614 $766K
Crown Wealth Group, LLC 0.22% Add +76.3% 7,604 $765K
Mid-American Wealth Advisory Group, Inc. 0.32% No change 7,600 $763K
Golden State Wealth Management, LLC 0.08% Reduce -4.3% 7,569 $761K
Intellus Advisors LLC 0.10% Reduce -1.7% 7,514 $756K
DAVENPORT & Co LLC 0.00% Add +28.6% 7,513 $756K
Texas Yale Capital Corp. 0.02% Reduce -8.6% 7,475 $752K
Allspring Global Investments Holdings, LLC 0.00% No change 7,491 $752K
Midwest Financial Network, LLC 0.59% Reduce -12.8% 7,441 $748K
Balboa Wealth Partners 0.12% Add +7.7% 7,389 $743K
RFG Holdings, Inc. 0.19% Reduce -63.5% 7,388 $743K
Smithfield Trust Co 0.03% Reduce -5.1% 7,294 $733K
WESCAP Management Group, Inc. 0.14% Reduce -39.3% 7,194 $724K
Selby Wealth Management, LLC 0.28% Reduce -27.6% 7,092 $713K
Mattern Wealth Management LLC 0.14% Reduce -4.7% 7,087 $713K
Ceeto Capital Group, LLC 0.22% New 7,000 $704K
Catalyst Private Wealth, LLC 0.38% No change 6,900 $694K
Sandbox Financial Partners, LLC 0.20% Add +41.1% 6,898 $694K
Vigilare Wealth Management 0.23% Add +64.3% 6,865 $690K
Peak Asset Management, LLC 0.12% No change 6,860 $690K
Element Wealth, LLC 0.28% Reduce -1.2% 6,828 $687K
CGC Financial Services, LLC 0.20% Reduce -5.3% 6,715 $675K
Simmons Bank 0.04% Reduce -69.1% 6,613 $665K
Birchwood Financial Partners, Inc. 0.63% Add +0.2% 6,507 $654K
K.J. Harrison & Partners Inc 0.11% Reduce -33.8% 6,486 $652K
SlateStone Wealth, LLC 0.05% New 6,447 $648K
Carlson Financial, Inc. 0.38% Add +19.4% 6,388 $642K
Accurate Wealth Management, LLC 0.08% Add +2.0% 6,384 $641K
Anchor Investment Management, LLC 0.05% No change 6,350 $639K
Stenger Family Office, LLC 0.11% New 6,322 $636K
Atlantic Union Bankshares Corp 0.01% Reduce -9.4% 6,314 $635K
Valmark Advisers, Inc. 0.01% Add +26.7% 6,258 $629K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.21% No change 6,117 $616K
Riverchase Wealth Management, LLC 0.32% Add +133.2% 6,118 $615K
Moneta Group Investment Advisors LLC 0.00% No change 6,111 $615K
EP Wealth Advisors, LLC 0.00% New 6,103 $614K
Pinion Investment Advisors, LLC 0.14% Add +21.0% 6,068 $610K
JT Stratford LLC 0.08% Add +0.0% 6,047 $608K
Gambit Capital Management, LLC 0.44% Reduce -3.1% 6,041 $608K
Spinnaker Investment Group, LLC 0.12% No change 5,975 $601K
Daymark Wealth Partners, LLC 0.02% Reduce -41.4% 5,811 $584K
StoneCrest Wealth Management, Inc. 0.25% Add +0.5% 5,765 $580K
Diversify Wealth Management, LLC 0.01% New 5,601 $564K
Lantern Wealth Advisors, LLC 0.29% Add +4.0% 5,602 $563K
Archer Investment Corp 0.12% Reduce -7.2% 5,506 $554K
Nordwand Advisors, LLC 0.10% Add +113.4% 5,503 $553K
US Bancorp \de 0.00% Add +103.1% 5,433 $546K
Ancora Advisors LLC 0.01% Add +0.0% 5,339 $537K
Hamilton Wealth, LLC 0.10% Add +26.0% 5,330 $536K
Ameriprise Financial Inc. 0.00% Add +14.7% 5,295 $533K
Insigneo Advisory Services, LLC 0.04% Add +143.9% 5,254 $528K
Midway Capital Research & Management 0.50% Reduce -8.7% 5,250 $528K
Flow Traders U.S. LLC 0.02% Add +96.4% 5,236 $527K
Red Door Wealth Management, LLC 0.05% Add +0.1% 5,235 $526K
Resurgent Financial Advisors LLC 0.19% Reduce -1.7% 5,120 $515K
BridgePort Financial Solutions, LLC 0.15% Reduce -14.9% 5,096 $513K
Laurel Oak Wealth Management, LLC 0.08% New 5,006 $503K
Beacon Financial Planning, Inc. 0.19% New 4,958 $499K
Integrated Investment Consultants, LLC 0.11% No change 4,950 $498K
Firethorn Wealth Partners, LLC 0.18% New 4,939 $497K
Wealth Advisory Solutions, LLC 0.11% Add +14.1% 4,929 $496K
Wellington-Altus USA Inc. 0.29% Add +42.7% 4,893 $493K
Robinswood Financial LLC 0.15% Reduce -0.9% 4,884 $491K
Quartz Partners, LLC 0.19% Reduce -45.2% 4,878 $491K
Parker Financial LLC 0.19% New 4,841 $487K
Integrated Advisors Network LLC 0.03% Reduce -2.5% 4,822 $485K
Castle Rock Wealth Management, LLC 0.10% No change 4,809 $483K
Focus Financial Network, Inc. 0.02% Reduce -14.7% 4,794 $482K
AdvisorNet Financial, Inc 0.02% Add +25.8% 4,785 $481K
Prime Capital Investment Advisors, LLC 0.01% Add +21.1% 4,749 $478K
TD Private Client Wealth LLC 0.01% Add +473000.0% 4,731 $476K
RPg Family Wealth Advisory, LLC 0.10% New 4,717 $474K
MFA Wealth Services 0.31% Add +6.3% 4,710 $474K
CoreCap Advisors, LLC 0.02% Reduce -10.8% 4,691 $472K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -71.3% 4,688 $471K
Sovereign Financial Group, Inc. 0.08% Add +18.1% 4,676 $470K
Arrow Financial Corp 0.05% Reduce -33.8% 4,670 $470K
Basecamp Wealth Advisors LLC 0.10% No change 4,605 $463K
TCFG Wealth Management, LLC 0.17% Add +0.3% 4,596 $461K
TCFG Investment Advisors, LLC 0.17% — 4,596 $461K
Certuity, LLC 0.03% Reduce -5.0% 4,579 $461K
Hexagon Capital Partners LLC 0.07% New 4,553 $458K
McNamara Financial Services, Inc. 0.09% No change 4,493 $452K
SilverOak Wealth Management LLC 0.07% No change 4,449 $447K
Clear Creek Financial Management, LLC 0.03% Add +64.3% 4,404 $443K
Advisor Resource Council 0.17% Add +43.2% 4,393 $442K
Roble, Belko & Company, Inc 0.06% Reduce -57.4% 4,312 $434K
Cutler Investment Counsel LLC 0.04% Reduce -0.7% 4,296 $432K
Private Client Services, LLC 0.13% Add +7.5% 4,282 $431K
White Pine Investment CO 0.10% Reduce -3.8% 4,265 $429K
Christian Investment Advisors, Inc. 0.27% Add +17.4% 4,251 $428K
Cardiff Park Advisors, LLC 0.03% Add +17.4% 4,250 $427K
Global View Capital Management LLC 0.11% New 4,215 $424K
Beese Fulmer Investment Management, Inc. 0.03% No change 4,161 $418K
Wealth Alliance Advisory Group, LLC 0.07% New 4,145 $417K
Worth Asset Management, LLC 0.15% New 4,083 $411K
Wealthcare Advisory Partners LLC 0.01% Add +0.2% 4,052 $408K
Rosenberg Matthew Hamilton 0.08% No change 4,046 $407K
Bessemer Group Inc. 0.00% New 4,035 $406K
Total Investment Management Inc. 0.05% New 4,022 $405K
Legacy Trust 0.08% No change 4,000 $402K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 4,000 $402K
B & T Capital Management DBA Alpha Capital Management 0.06% Reduce -11.2% 3,975 $400K
Marshall Financial Group, LLC 0.06% Reduce -34.5% 3,969 $399K
Hudock, Inc. 0.06% Reduce -0.3% 3,935 $396K
Occidental Asset Management, LLC 0.05% Reduce -27.2% 3,919 $394K
Regal Investment Advisors LLC 0.02% Reduce -13.8% 3,857 $388K
U.S. Capital Wealth Advisors, LLC 0.01% New 3,857 $388K
Powerhouse Assets LLC 0.34% Reduce -27.5% 3,835 $386K
Foundations Investment Advisors, LLC 0.00% Add +91.0% 3,817 $384K
Smith, Moore & Co. 0.03% Add +3.1% 3,774 $380K
Entrewealth, LLC 0.16% No change 3,613 $363K
Baron Wealth Management LLC 0.11% Reduce -9.7% 3,574 $359K
MMBG Investment Advisors Co. 0.03% No change 3,555 $358K
Financial Designs Corp 0.20% New 3,544 $356K
Clifford Swan Investment Counsel LLC 0.01% Reduce -4.1% 3,535 $356K
NWF Advisory Services Inc. 0.04% Reduce -26.8% 3,520 $354K
Triumph Capital Management 0.07% Reduce -71.7% 3,470 $349K
Leelyn Smith, LLC 0.05% Reduce -26.7% 3,462 $348K
New England Private Wealth Advisors LLC 0.04% Add +1.0% 3,454 $347K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -15.3% 3,443 $346K
Peoples Bank 0.21% New 3,433 $345K
Greatmark Investment Partners, Inc. 0.04% Reduce -56.1% 3,410 $343K
Silverlake Wealth Management LLC 0.07% No change 3,397 $342K
Evergreen Wealth Partners LLC 0.26% Add +1.1% 3,373 $339K
Commerce Bank 0.00% Reduce -4.7% 3,362 $338K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -96.7% 3,346 $337K
AlphaCore Capital LLC 0.01% Add +15.3% 3,326 $335K
Capital Group Private Client Services, Inc. 0.01% Add +6.2% 3,286 $330K
Denver Wealth Management, Inc. 0.11% New 3,243 $326K
Auour Investments LLC 0.10% Reduce -92.7% 3,224 $324K
Madson Wealth Advisors Inc 0.27% — 3,211 $323K
Burford Brothers, Inc. 0.13% New 3,197 $322K
Ethos Financial Group, LLC 0.02% No change 3,180 $320K
Keystone Financial Group 0.02% Reduce -23.6% 3,161 $318K
Charter Oak Capital Management, LLC 0.02% No change 3,153 $317K
JNBA Financial Advisors 0.03% No change 3,151 $317K
Zinnia Wealth Advisory, LLC 0.35% Reduce -12.6% 3,150 $317K
Signal Advisors Wealth, LLC 0.02% New 3,129 $315K
Capital Asset Advisory Services LLC 0.01% Add +28.1% 3,113 $313K
XML Financial, LLC 0.03% Reduce -18.4% 3,097 $311K
Baker Boyer National Bank 0.09% No change 3,092 $311K
Tru Independence Asset Management 2, LLC 0.19% No change 3,090 $311K
Kingsview Wealth Management, LLC 0.00% New 3,066 $308K
Bank of New York Mellon Corp 0.00% Reduce -0.3% 3,060 $308K
TopTier Wealth Management, LLC 0.19% Add +0.1% 3,060 $308K
Lionsbridge Wealth Management LLC 0.31% Reduce -54.0% 3,058 $307K
Mather Group, Llc. 0.00% Add +3.0% 3,012 $303K
Grantvest Financial Group LLC 0.20% Add +9.0% 3,010 $303K
North Forty Two & Co. 0.28% No change 2,996 $301K
Arrowroot Family Office, LLC 0.10% Reduce -8.2% 2,987 $300K
Accelerate Investment Advisors LLC 0.20% Add +1.1% 2,962 $298K
BlueChip Wealth Advisors LLC 0.13% Reduce -63.1% 2,947 $296K
Delos Wealth Advisors, LLC 0.17% New 2,938 $295K
Ascension Capital Advisors, Inc. 0.09% No change 2,913 $293K
Howard Wealth Management, LLC 0.12% Add +7.2% 2,877 $289K
Betterment LLC 0.00% Reduce -31.2% 2,845 $286K
Pasadena Private Wealth, LLC 0.04% Reduce -96.9% 2,834 $285K
Investment Advisory Group, LLC 0.07% Add +0.2% 2,831 $285K
Quadcap Wealth Management, LLC 0.03% New 2,828 $284K
Strait & Sound Wealth Management LLC 0.11% Add +6.2% 2,800 $282K
CWC Advisors, LLC. 0.13% Reduce -43.3% 2,702 $272K
Access Financial Services, Inc. 0.10% No change 2,697 $271K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -32.7% 2,669 $268K
Beacon Financial Advisory LLC 0.06% Add +17.1% 2,644 $266K
Argos Wealth Advisors, LLC 0.08% Add +15.3% 2,640 $266K
Integrated Capital Management, LLC 0.11% Add +1.3% 2,597 $261K
Icon Wealth Advisors, LLC 0.02% No change 2,593 $261K
Perryman Financial Advisory Inc. 0.04% New 2,586 $260K
United Advisor Group, LLC 0.03% Add +6.4% 2,578 $259K
Apella Capital, LLC 0.00% Add +13.9% 2,572 $259K
Linscomb Wealth, Inc. 0.01% Reduce -3.6% 2,569 $258K
Valley Brook Capital Group, Inc. 0.17% Reduce -31.4% 2,559 $257K
Argent Trust Co 0.01% No change 2,501 $252K
Barrett & Company, Inc. 0.09% Add +0.6% 2,498 $251K
Vance Wealth, LLC 0.07% New 2,484 $250K
Marble Wealth, LLC 0.04% New 2,449 $246K
1900 Wealth Management LLC 0.02% Add +11.6% 2,435 $245K
Onyx Bridge Wealth Group LLC 0.03% Add +14.3% 2,419 $243K
Econ Financial Services Corp 0.11% New 2,418 $243K
Peck Wealth Management, LLC 0.24% Add +24.8% 2,340 $235K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +0.1% 2,311 $232K
CENTRAL TRUST Co 0.00% Add +27.7% 2,305 $232K
Baldwin Wealth Partners LLC 0.02% No change 2,265 $228K
Life Line Wealth Management LLC 0.10% Add +1.0% 2,254 $227K
LongView Wealth Management 0.06% Reduce -4.2% 2,243 $225K
Ade, LLC 0.11% No change 2,220 $223K
Great Valley Advisor Group, Inc. 0.00% Reduce -4.3% 2,208 $222K
Five Pine Wealth Management 0.14% Add +4.4% 2,203 $222K
Avior Wealth Management, LLC 0.01% Reduce -31.4% 2,166 $218K
Lakeridge Wealth Management LLC 0.09% Add +5.7% 2,165 $218K
Legacy Financial Strategies, LLC 0.04% Reduce -1.0% 2,149 $216K
LexAurum Advisors, LLC 0.03% — 2,146 $216K
Titleist Asset Management, LLC 0.02% Add +1.0% 2,138 $215K
Narus Financial Partners, LLC 0.06% New 2,130 $214K
Southeast Asset Advisors, LLC 0.02% New 2,106 $212K
BIP Wealth, LLC 0.01% Add +2.6% 2,103 $211K
Lanark Financial, Inc. 0.02% Reduce -20.2% 2,098 $211K
Symphony Financial, Ltd. Co. 0.03% Reduce -14.2% 2,017 $203K
Fortis Capital Advisors, LLC 0.03% New 2,013 $202K
Belpointe Asset Management LLC 0.01% New 2,013 $202K
XY Planning Network, Inc. 0.03% New 2,007 $201K
Sloy Dahl & Holst, LLC 0.03% No change 2,000 $201K
Marex Group Ltd 0.00% No change 2,000 $201K
Deutsche Bank AG 0.00% New 2,000 $201K
Security Financial Services, INC. 0.03% New 1,990 $200K
Capital Analysts, LLC 0.01% Reduce -15.5% 1,937 $195K
Tradewinds Capital Management, LLC 0.04% No change 1,902 $191K
Kings Path Partners LLC 0.06% Add +23.7% 1,791 $180K
Harbor Investment Advisory, LLC 0.01% No change 1,769 $178K
Gilpin Wealth Management, LLC 0.13% No change 1,677 $169K
Fairway Wealth LLC 0.04% New 1,666 $168K
Avalon Trust Co 0.01% No change 1,641 $165K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,555 $156K
Pacific Center for Financial Services 0.04% No change 1,430 $144K
International Assets Investment Management, LLC 0.01% Add +59.2% 1,393 $140K
Hollencrest Capital Management 0.01% Reduce -57.3% 1,370 $138K
Silver Oak Securities, Incorporated 0.01% Reduce -12.8% 1,368 $138K
10Elms LLP 0.09% New 1,275 $128K
Crewe Advisors LLC 0.01% Reduce -50.7% 1,270 $128K
Alerus Financial NA 0.01% New 1,270 $128K
Matrix Private Capital Group LLC 0.06% No change 1,265 $127K
Synergy Investment Management, LLC 0.03% New 999 $101K
SHP Wealth Management 0.01% Add +100.0% 996 $100K
Nvwm, LLC 0.02% No change 920 $93K
Medallion Wealth Advisors, LLC 0.03% No change 827 $83K
Prestige Wealth Management Group LLC 0.02% No change 800 $80K
Zions Bancorporation, National Association 0.01% New 767 $77K
Lloyd Advisory Services, LLC. 0.02% Reduce -85.5% 754 $76K
Kingdom Financial Group LLC. 0.02% Reduce -6.9% 754 $76K
Bellevue Asset Management, LLC 0.04% No change 735 $74K
Holos Integrated Wealth LLC 0.04% Reduce -74.4% 721 $72K
Aspect Partners, LLC 0.03% No change 700 $70K
Smartleaf Asset Management LLC 0.00% Add +30.1% 688 $69K
Legacy Wealth Managment, LLC 0.03% No change 662 $67K
Washington Trust Advisors, Inc. 0.01% No change 659 $66K
Colonial Trust Co / SC 0.01% No change 645 $65K
Mascoma Wealth Management LLC 0.01% No change 618 $62K
Cherry Tree Wealth Management, LLC 0.01% No change 599 $60K
Wagner Wealth Management, LLC 0.01% No change 599 $60K
CX Institutional 0.00% Reduce -22.1% 573 $58K
Larson Financial Group LLC 0.00% Add +1.1% 573 $58K
Lummis Asset Management, LP 0.03% No change 541 $54K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5230.0% 533 $54K
Cassaday & Co Wealth Management LLC 0.00% New 504 $51K
Register Financial Advisors LLC 0.02% Reduce -17.3% 492 $49K
American National Bank & Trust 0.00% No change 459 $46K
Aventura Private Wealth, LLC 0.02% No change 452 $45K
Asset Dedication, LLC 0.00% New 435 $44K
McIlrath & Eck, LLC 0.00% No change 413 $42K
Longview Financial Advisors LLC 0.02% No change 406 $41K
Creative Financial Designs Inc. 0.00% Add +1.0% 398 $40K
Elevated Capital Advisors, LLC 0.01% Reduce -5.3% 374 $38K
Disciplina Capital Management LLC 0.00% No change 355 $36K
Bfsg, LLC 0.00% No change 351 $35K
Cornerstone Planning Group LLC 0.00% No change 325 $33K
Nemes Rush Group LLC 0.00% New 316 $32K
Richard W. Paul & Associates, LLC 0.01% Add +54.5% 309 $31K
Financial Gravity Asset Management, Inc. 0.01% Add +0.3% 298 $30K
Evolution Wealth Management Inc. 0.02% No change 296 $30K
Networth Advisors, LLC 0.02% Reduce -27.8% 275 $28K
Bard Associates Inc. 0.01% New 268 $27K
Parallel Advisors, LLC 0.00% Reduce -53.5% 261 $26K
Root Financial Partners, LLC 0.00% Add +74.7% 255 $26K
Federation des caisses Desjardins du Quebec 0.00% No change 250 $25K
Keating Financial Advisory Services, Inc. 0.00% Reduce -92.1% 215 $22K
Morris Financial Concepts, Inc. 0.01% No change 213 $21K
Private Wealth Asset Management, LLC 0.00% No change 203 $20K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 200 $20K
GAMMA Investing LLC 0.00% No change 199 $20K
Key Capital Management, INC 0.01% New 173 $17K
Financial Connections Group, Inc. 0.01% New 164 $16K
WFA of San Diego, LLC 0.01% No change 156 $16K
CVA Family Office, LLC 0.00% No change 153 $15K
Monetary Solutions, Ltd 0.01% No change 140 $14K
Toth Financial Advisory Corp. 0.00% No change 140 $14K
Wolff Wiese Magana LLC 0.01% Add +37.0% 137 $14K
Costello Asset Management, INC 0.00% Add +0.8% 128 $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
GHP Investment Advisors, Inc. 0.00% Add +183.3% 102 $10K
Front Row Advisors LLC 0.00% No change 100 $10K
True Wealth Design, LLC 0.00% No change 100 $10K
BOK Financial Private Wealth, Inc. 0.00% Reduce -75.2% 99 $10K
Y.D. More Investments Ltd 0.00% No change 99 $10K
Blue Trust, Inc. 0.00% New 80 $8K
Cordant, Inc. 0.00% Add +10.6% 73 $7K
Sound Income Strategies, LLC 0.00% Add +10.6% 73 $7K
Caldwell Trust Co 0.00% No change 72 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 51 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -48.9% 46 $5K
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
1 North Wealth Services LLC 0.00% Reduce -91.7% 18 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 16 $2K
Rothschild Investment LLC 0.00% No change 12 $1K
Darwin Wealth Management, LLC 0.00% No change 7 $703

"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.