PIMCO Multisector Bond ActvPYLDETF
13F holders, Q1 2026 (March 31)648holders +71
93new positions
21sold out
4famous investors
$26.20avg. 13F price*
At the end of Q1 2026, 648 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 71 from Q4 2025. 93 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($604.9M), Morgan Stanley ($550.2M) and LPL Financial LLC ($471.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Multisector Bond Actv
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $804.8M |
| Exits | 21 | $112.2M |
All 13F filers, Q4 2025 → Q1 2026: 98,556,789 shares bought and 15,634,261 shares sold, net +82,922,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 648 holders
| Bank of America Corp. | 0.04% | Add +26.9% | 23,087,966 | $604.9M |
| Morgan Stanley | 0.03% | Add +22.7% | 21,001,050 | $550.2M |
| LPL Financial LLC | 0.13% | Add +23.5% | 18,008,240 | $471.8M |
| Charles Schwab Investment Management Inc. | 0.06% | New | 15,013,101 | $393.3M |
| Envestnet Asset Management Inc. | 0.08% | Add +106.7% | 11,980,916 | $313.9M |
| Sequoia Financial Advisors, LLC | 1.62% | Add +16.2% | 10,994,877 | $288.1M |
| HighTower Advisors, LLC | 0.30% | Add +16.3% | 10,776,746 | $282.4M |
| AE Wealth Management LLC | 1.13% | Add +22.6% | 7,945,409 | $208.2M |
| Advance Capital Management, Inc. | 7.06% | Add +44.7% | 7,109,897 | $186.3M |
| Wells Fargo & Company | 0.04% | Add +55.2% | 6,902,314 | $180.8M |
| Raymond James Financial Inc. | 0.06% | Add +24.4% | 6,900,952 | $180.8M |
| Retirement Planning Group, LLC | 5.25% | Add +12.1% | 6,463,927 | $169.4M |
| NewEdge Advisors, LLC | 0.53% | Add +7.6% | 5,609,062 | $147.0M |
| Cwm, LLC | 0.34% | Add +18.6% | 5,004,693 | $131.1M |
| UBS Group AG | 0.02% | Add +37.2% | 4,729,391 | $123.9M |
| United Capital Financial Advisors, LLC | 0.74% | Add +68.8% | 4,591,369 | $120.5M |
| TruWealth Advisors, LLC | 5.33% | Add +3.9% | 4,230,096 | $110.8M |
| Advocacy Wealth Management, LLC | 4.55% | Add +9.3% | 3,923,285 | $102.8M |
| Krilogy Financial LLC | 3.20% | Add +6.0% | 3,746,931 | $99.4M |
| GR Financial Group, LLC | 30.30% | Add +0.8% | 3,486,390 | $91.3M |
| WCG Wealth Advisors LLC | 2.49% | Reduce -2.5% | 3,400,247 | $89.1M |
| Stratos Wealth Partners, LTD. | 0.99% | Add +1968.4% | 3,308,773 | $86.7M |
| Destination Wealth Management | 2.17% | Add +5.4% | 3,189,827 | $83.6M |
| Horizon Investments, LLC | 0.92% | Add +34.1% | 3,146,064 | $81.7M |
| Jane Street Group, LLC | 0.09% | New | 3,007,289 | $78.8M |
| Confluence Wealth Services, Inc. | 3.03% | Add +26.6% | 2,985,269 | $78.2M |
| Royal Bank of Canada | 0.01% | Add +25.9% | 2,884,315 | $75.6M |
| Fragasso Financial Advisors Inc | 4.27% | Add +5.9% | 2,698,950 | $70.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +43.2% | 2,681,049 | $70.2M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -18.9% | 2,582,984 | $67.7M |
| Summit Financial, LLC | 0.83% | Add +4.8% | 2,496,913 | $65.4M |
| Osaic Holdings, Inc. | 0.09% | Add +30.1% | 2,455,082 | $64.3M |
| Falcon Wealth Planning | 4.23% | Add +12.3% | 2,368,640 | $62.1M |
| Journey Advisory Group, LLC | 5.17% | New | 2,300,083 | $60.3M |
| State of New Jersey Common Pension Fund D | 0.23% | Add +50.0% | 2,250,000 | $59.0M |
| Bank of New York Mellon Corp | 0.01% | Add +2.7% | 2,160,272 | $56.6M |
| Family Investment Center, Inc. | 10.75% | Add +6.5% | 2,132,136 | $55.9M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -33.5% | 2,129,910 | $55.8M |
| Cetera Investment Advisers | 0.05% | Add +122.3% | 1,948,993 | $51.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +85.0% | 1,907,116 | $50.0M |
| Stratos Investment Management, LLC | 1.97% | Add +11.5% | 1,879,439 | $49.2M |
| RiverFront Investment Group, LLC | 0.76% | Add +1.1% | 1,871,364 | $49.0M |
| Apollon Wealth Management, LLC | 0.79% | Add +5.2% | 1,857,495 | $48.7M |
| Captrust Financial Advisors | 0.08% | Reduce -6.9% | 1,848,347 | $48.4M |
| Ritter Daniher Financial Advisory LLC / DE | 7.77% | Add +5.5% | 1,748,353 | $45.8M |
| GeoWealth Management, LLC | 1.64% | Add +4.7% | 1,734,326 | $45.4M |
| Prime Capital Investment Advisors, LLC | 0.52% | New | 1,724,346 | $45.2M |
| Ellenbecker Investment Group | 6.05% | Add +7.6% | 1,713,359 | $44.9M |
| Sunflower Bank, N.A. | 11.35% | Add +5.0% | 1,699,658 | $44.5M |
| Kensington Asset Management, LLC | 2.41% | Add +14.5% | 1,690,431 | $44.3M |
| Vickerman Investment Advisors, Inc. | 9.00% | Add +39.7% | 1,635,109 | $42.8M |
| Stifel Financial Corp. | 0.04% | Add +19.4% | 1,599,316 | $41.9M |
| HUB Investment Partners, LLC | 1.02% | Add +10.9% | 1,597,029 | $41.8M |
| Waterway Wealth Management, LLC | 9.17% | Add +11.7% | 1,643,428 | $41.5M |
| OneDigital Investment Advisors LLC | 0.40% | Add +14.6% | 1,571,471 | $41.2M |
| Corient Private Wealth LP | 0.06% | Add +64.8% | 1,542,272 | $40.1M |
| Private Advisor Group, LLC | 0.19% | Add +1.2% | 1,512,486 | $39.6M |
| Acorn Financial Advisory Services Inc. | 5.41% | Add +32.6% | 1,506,547 | $39.5M |
| Integrated Wealth Concepts LLC | 0.31% | Add +45.1% | 1,484,641 | $38.9M |
| RFG Holdings, Inc. | 9.64% | Add +25.0% | 1,461,339 | $38.3M |
| Stonebridge Financial Group, LLC | 3.08% | Add +17.3% | 1,429,941 | $37.5M |
| Independent Advisor Alliance | 0.39% | New | 1,403,081 | $36.8M |
| Wealth Alliance Advisory Group, LLC | 5.45% | Add +14.7% | 1,313,829 | $34.4M |
| Sheridan Capital Management, LLC | 17.98% | Add +11.2% | 1,301,720 | $34.1M |
| Wall Capital Group, Inc. | 35.70% | Add +4.9% | 1,276,200 | $33.4M |
| D.B. Root & Company, LLC | 7.59% | Add +4.9% | 1,212,432 | $31.8M |
| Mutual Advisors, LLC | 0.68% | Add +103.1% | 1,208,360 | $31.7M |
| Crestmont Private Wealth LLC | 9.84% | Add +4.5% | 1,191,473 | $31.2M |
| Aprio Wealth Management, LLC | 1.69% | Add +10.4% | 1,183,917 | $31.0M |
| Cardinal Point Capital Management ULC | 1.90% | Add +10.1% | 1,183,801 | $31.0M |
| Continuum Advisory, LLC | 2.95% | Add +9.5% | 1,172,812 | $30.7M |
| Visionary Wealth Advisors | 1.35% | Add +5.4% | 1,162,463 | $30.5M |
| Berger Financial Group, Inc | 1.69% | Add +8.5% | 1,152,892 | $30.2M |
| Bridgewealth Advisory Group, LLC | 6.26% | Add +9.7% | 1,151,834 | $30.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +8.9% | 1,150,882 | $30.2M |
| Correct Capital Wealth Management | 5.63% | Add +1.7% | 1,150,395 | $30.1M |
| Jones Financial Companies LLLP | 0.01% | Add +70.8% | 1,145,462 | $29.7M |
| Intrua Financial, LLC | 3.13% | Add +17.9% | 1,118,489 | $29.3M |
| Pictet North America Advisors SA | 2.90% | Add +33.7% | 1,115,181 | $29.2M |
| Proficio Capital Partners LLC | 1.54% | Reduce -39.6% | 1,100,009 | $28.9M |
| Allen Capital Group, LLC | 2.57% | Add +54.0% | 1,089,470 | $28.5M |
| D.A. Davidson & Co. | 0.17% | Add +9.9% | 1,088,644 | $28.5M |
| Gateway Wealth Partners, LLC | 1.06% | Add +101.7% | 1,038,649 | $27.2M |
| Mason & Associates, LLC | 5.92% | Add +2.4% | 986,924 | $25.9M |
| Wealthcare Advisory Partners LLC | 0.50% | Add +22.7% | 983,068 | $25.8M |
| Drake & Associates, LLC | 4.88% | Add +10.0% | 977,142 | $25.6M |
| Essex Financial Services, Inc. | 1.40% | Add +17.1% | 950,289 | $24.9M |
| Gemmer Asset Management LLC | 1.95% | Add +7.8% | 941,689 | $24.7M |
| Sanchez Wealth Management Group | 5.27% | Add +3.3% | 930,272 | $24.4M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -0.1% | 907,672 | $23.8M |
| EnRich Financial Partners LLC | 6.27% | Add +1.3% | 902,753 | $23.7M |
| Citadel Advisors | 0.02% | Add +121.0% | 891,493 | $23.4M |
| First Heartland Consultants, Inc. | 1.78% | Add +5.2% | 888,723 | $23.3M |
| Creative Capital Management Investments LLC | 6.67% | Add +11.4% | 886,614 | $23.2M |
| Annex Advisory Services, LLC | 0.42% | Add +126.9% | 847,522 | $22.2M |
| Trajan Wealth LLC | 0.89% | Add +1.3% | 839,647 | $22.0M |
| MinichMacGregor Wealth Management, LLC | 3.86% | Add +7.5% | 834,932 | $21.9M |
| Evergreen Capital Management LLC | 0.47% | Add +37.0% | 829,645 | $21.7M |
| Sanctuary Advisors, LLC | 0.12% | Add +26.8% | 824,553 | $21.6M |
| Eclectic Associates Inc. | 2.84% | Add +18.3% | 817,680 | $21.4M |
| Legacy Financial Advisors, Inc. | 2.98% | Add +6.1% | 814,364 | $21.3M |
| Victory Financial Group, LLC | 2.60% | Add +44.7% | 809,045 | $21.2M |
| Alliance Private Wealth, LLC | 7.48% | Add +1.8% | 794,127 | $20.8M |
| Great Point Wealth Advisors, LLC | 3.82% | Add +4.5% | 788,914 | $20.7M |
| Symphony Financial Services, Inc. | 10.59% | Add +4.3% | 787,442 | $20.6M |
| Members Advisory Group LLC | 7.03% | Add +3.3% | 782,213 | $20.5M |
| Rainey & Randall Wealth Advisors Inc. | 3.31% | Add +16.1% | 778,330 | $20.4M |
| CreativeOne Wealth, LLC | 0.47% | Add +38.4% | 773,540 | $20.3M |
| Hutchens & Kramer Investment Management Group, LLC | 6.40% | Add +8.3% | 772,672 | $20.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +631.1% | 772,210 | $20.2M |
| True North Advisors, LLC | 2.30% | New | 769,719 | $20.2M |
| Family Manage LLC | 2.39% | Add +12.3% | 759,581 | $19.9M |
| Welch Group, LLC | 0.75% | Add +3.3% | 758,878 | $19.9M |
| Larson Financial Group LLC | 0.64% | Add +18.0% | 756,847 | $19.8M |
| LexAurum Advisors, LLC | 2.53% | — | 741,624 | $19.4M |
| Brookstone Capital Management | 0.22% | Add +29.5% | 738,275 | $19.3M |
| Dahring | Cusmano LLC | 11.58% | Add +5.4% | 718,752 | $18.8M |
| First American Trust, FSB | 1.27% | Add +3.5% | 718,500 | $18.8M |
| Pinnacle Wealth Management, LLC | 12.26% | Add +5.9% | 694,545 | $18.2M |
| Cary Street Partners Financial LLC | 0.45% | Add +6.7% | 694,247 | $18.2M |
| Mariner, LLC | 0.02% | Reduce -24.6% | 689,354 | $18.1M |
| Stokes Capital Advisors, LLC | 4.04% | Add +35.3% | 688,346 | $18.0M |
| Bare Financial Services, Inc | 4.60% | Add +7.5% | 664,742 | $17.4M |
| Eq Wealth Advisors, LLC | 10.17% | Add +11.4% | 663,936 | $17.4M |
| Founders Financial Securities LLC | 0.98% | Reduce -6.9% | 657,410 | $17.4M |
| IHT Wealth Management, LLC | 0.40% | Add +1.1% | 659,275 | $17.3M |
| Beta Wealth Group, Inc. | 7.13% | Add +14.5% | 657,539 | $17.2M |
| Scott Capital Advisors, LLC | 3.49% | Add +5754.9% | 650,832 | $17.2M |
| Riverchase Wealth Management, LLC | 8.92% | Add +18.4% | 653,106 | $17.1M |
| Castle Wealth Management LLC | 5.49% | Add +6.5% | 646,663 | $16.9M |
| MAI Capital Management | 0.09% | Add +17.7% | 632,938 | $16.6M |
| RFG Advisory, LLC | 0.30% | Add +89.1% | 620,585 | $16.3M |
| BIP Wealth, LLC | 0.66% | Add +31.6% | 619,973 | $16.2M |
| Beacon Capital Management, Inc. | 0.90% | Add +8.9% | 613,962 | $16.1M |
| Financial Futures Ltd Liability Co. | 6.94% | Add +4.9% | 603,150 | $15.8M |
| Northside Capital Management, LLC | 1.38% | New | 598,343 | $15.7M |
| EverSource Wealth Advisors, LLC | 0.48% | Add +73.6% | 596,847 | $15.6M |
| Smith, Moore & Co. | 1.12% | Add +1.9% | 589,155 | $15.4M |
| Base Wealth Management LLC | 8.52% | Add +21.4% | 581,147 | $15.2M |
| Susquehanna International Group, LLP | 0.02% | New | 575,345 | $15.1M |
| Daymark Wealth Partners, LLC | 0.45% | Add +6.7% | 547,115 | $14.3M |
| ABLE Financial Group, LLC | 2.72% | Add +3.9% | 530,034 | $13.9M |
| CLG LLC | 3.39% | Add +7.5% | 521,329 | $13.7M |
| Atria Investments, Inc | 0.15% | Add +86.9% | 520,965 | $13.6M |
| DAVENPORT & Co LLC | 0.08% | Add +13.7% | 520,240 | $13.6M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -39.6% | 515,567 | $13.5M |
| Vicus Capital | 0.99% | Add +41127.1% | 514,102 | $13.5M |
| Flynn Zito Capital Management, LLC | 4.27% | Add +57.2% | 509,756 | $13.4M |
| Kelman-Lazarov, Inc. | 1.87% | Reduce -1.1% | 498,134 | $13.1M |
| Astoria Portfolio Advisors LLC. | 2.70% | Reduce -0.4% | 476,664 | $12.6M |
| Grey Ledge Advisors, LLC | 2.79% | Add +23.1% | 471,280 | $12.3M |
| Lake Street Private Wealth, LLC | 1.57% | Add +12.2% | 469,884 | $12.3M |
| Advisor OS, LLC | 0.89% | Add +12.8% | 469,680 | $12.3M |
| MJP Associates Inc. | 1.49% | Add +12.9% | 469,675 | $12.3M |
| ERn Financial, LLC | 2.29% | Add +6.3% | 465,809 | $12.2M |
| Mueller Wealth, LLC | 9.68% | Add +6.1% | 463,287 | $12.1M |
| Wilkerson Advisory Group LLC | 4.16% | Add +6.7% | 462,241 | $12.1M |
| Precision Wealth Strategies, LLC | 3.94% | Add +7.2% | 452,808 | $11.9M |
| Stratos Wealth Advisors, LLC | 0.72% | Add +19.6% | 443,822 | $11.6M |
| Lhm, Inc. | 4.52% | Reduce -3.7% | 437,693 | $11.5M |
| Cerity Partners LLC | 0.02% | New | 433,822 | $11.4M |
| Breakwater Capital Group | 1.50% | Add +7.1% | 426,503 | $11.2M |
| Equitable Holdings, Inc. | 0.07% | Add +78.6% | 413,438 | $11.0M |
| Pasadena Private Wealth, LLC | 1.53% | Reduce -31.4% | 418,289 | $11.0M |
| Avondale Wealth Management | 5.38% | Add +7.4% | 417,858 | $10.9M |
| Optimus Capital Advisors, LLC | 6.45% | Add +5.6% | 416,035 | $10.9M |
| Johnson & White Wealth Management, LLC | 4.61% | Add +20.7% | 415,571 | $10.9M |
| Selby Wealth Management, LLC | 4.16% | Add +1.8% | 402,622 | $10.5M |
| Hopwood Nicholas Hunter | 3.32% | Add +21.3% | 398,775 | $10.4M |
| Hancock Whitney Corp. | 0.18% | Reduce -1.6% | 393,031 | $10.3M |
| WESPAC Advisors SoCal, LLC | 2.15% | Add +15.2% | 385,406 | $10.1M |
| Wayfinding Financial, LLC | 4.34% | Add +16.0% | 381,228 | $10.0M |
| Tidal Investments LLC | 0.03% | Reduce -43.4% | 373,028 | $9.8M |
| Fiduciary Alliance LLC | 0.59% | Add +34.5% | 365,865 | $9.7M |
| Avaii Wealth Management, LLC | 3.38% | Add +3.0% | 369,761 | $9.7M |
| Sentinel Pension Advisors, LLC | 1.39% | Add +3.7% | 358,330 | $9.4M |
| Bleakley Financial Group, LLC | 0.14% | Add +2.9% | 353,603 | $9.3M |
| J Hagan Capital, Inc. | 4.90% | Add +21.3% | 346,294 | $9.1M |
| Rollins Financial Advisors, LLC | 1.43% | Add +14.6% | 344,790 | $9.0M |
| San Luis Wealth Advisors LLC | 1.46% | Add +17.4% | 336,635 | $8.8M |
| Brick & Kyle, Associates | 2.78% | New | 321,772 | $8.4M |
| Destiny Wealth Partners, LLC | 0.91% | New | 317,485 | $8.3M |
| Delta Investment Management, LLC | 1.49% | Reduce -10.9% | 316,859 | $8.3M |
| Econ Financial Services Corp | 3.84% | Add +33.7% | 315,534 | $8.3M |
| Dakota Wealth Management | 0.18% | Reduce -6.6% | 313,501 | $8.2M |
| Exchange Traded Concepts, LLC | 0.06% | Add +396.9% | 313,411 | $8.2M |
| Refined Wealth Management | 5.13% | New | 310,486 | $8.1M |
| LVW Advisors, LLC | 0.79% | Add +7.0% | 309,770 | $8.1M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -37.4% | 308,074 | $8.1M |
| Hedeker Wealth, LLC | 1.70% | Add +57.2% | 306,661 | $8.0M |
| Harbour Investments, Inc. | 0.12% | Add +107.1% | 306,171 | $8.0M |
| Integrity Investment Advisors, LLC | 4.34% | Add +29.3% | 305,342 | $8.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | New | 305,342 | $8.0M |
| Great Diamond Partners, LLC | 1.54% | Add +18.9% | 304,633 | $8.0M |
| PAX Financial Group, LLC | 1.35% | Add +11.5% | 302,122 | $7.9M |
| Old Mission Capital LLC | 0.19% | New | 300,833 | $7.9M |
| Private Advisory Group LLC | 0.55% | New | 300,362 | $7.9M |
| PFG Advisors | 0.38% | Add +18.4% | 299,083 | $7.8M |
| Quadcap Wealth Management, LLC | 0.89% | Add +5.3% | 298,817 | $7.8M |
| Halbert Hargrove Global Advisors, LLC | 0.38% | Reduce -4.3% | 298,169 | $7.8M |
| &partners | 0.04% | Add +34.2% | 292,212 | $7.7M |
| Richard W. Paul & Associates, LLC | 2.55% | Add +4.2% | 289,287 | $7.6M |
| Parr McKnight Wealth Management Group, LLC | 0.99% | Add +15.9% | 288,835 | $7.6M |
| Security Financial Services, INC. | 1.19% | Add +5.7% | 286,021 | $7.5M |
| Novem Group | 0.86% | Reduce -71.9% | 284,192 | $7.4M |
| Arkadios Wealth Advisors | 0.12% | Add +941.5% | 282,247 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +18.3% | 280,671 | $7.4M |
| Strata Wealth Advisors, LLC | 1.97% | Add +28.5% | 274,515 | $7.2M |
| VestGen Advisors, LLC | 0.20% | Add +38.7% | 270,627 | $7.1M |
| Landmark Wealth Management, LLC | 1.90% | Add +27.4% | 271,064 | $7.1M |
| Redhawk Wealth Advisors, Inc. | 0.78% | Add +1099.9% | 270,577 | $7.1M |
| Clearstead Advisors, LLC | 0.06% | Add +5.9% | 268,170 | $7.0M |
| Coastal Bridge Advisors, LLC | 0.49% | Add +9.2% | 265,223 | $6.9M |
| LifeGoal Investments, LLC | 3.97% | Add +16.4% | 264,892 | $6.9M |
| ODonnell Financial Services, LLC | 2.38% | Add +8.5% | 264,042 | $6.9M |
| Argo Wealth Advisory, LLC | 4.02% | Add +5.6% | 261,140 | $6.8M |
| Wagner Wealth Management, Corp | 6.13% | Add +231.9% | 260,790 | $6.8M |
| White Pine Investment CO | 1.57% | New | 257,690 | $6.8M |
| Arbor Trust Wealth Advisors, LLC | 2.96% | Add +14.4% | 257,324 | $6.7M |
| Asset Advisory Group, Inc. | 3.34% | Add +20.5% | 254,064 | $6.7M |
| O'Connor Financial Group LLC | 2.69% | Add +0.1% | 251,346 | $6.6M |
| J. Mark Nickell & Co. | 5.92% | Add +7.0% | 250,081 | $6.6M |
| CarsonAllaria Wealth Management, Ltd. | 3.18% | Add +2.3% | 245,733 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +27.6% | 243,551 | $6.3M |
| Sharpepoint LLC | 3.77% | Add +7.4% | 241,591 | $6.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +19.5% | 236,462 | $6.2M |
| Geneos Wealth Management Inc. | 0.14% | Add +24.9% | 235,842 | $6.2M |
| Williams & Novak, LLC | 4.37% | Add +39.9% | 222,949 | $5.8M |
| Brookwood Investment Group LLC | 0.74% | Reduce -32.9% | 221,158 | $5.8M |
| Capital Analysts, LLC | 0.15% | Add +42.7% | 218,719 | $5.7M |
| USAdvisors Wealth Management, LLC | 1.90% | Add +5.0% | 219,195 | $5.7M |
| Centerpoint Advisory Group | 4.29% | Add +42.0% | 217,490 | $5.7M |
| Vermillion & White Wealth Management Group, LLC | 3.25% | New | 215,158 | $5.6M |
| WNY Asset Management, LLC | 0.57% | — | 208,949 | $5.5M |
| Walkner Condon Financial Advisors LLC | 0.72% | Add +11.9% | 208,113 | $5.5M |
| Centaurus Financial, Inc. | 0.26% | New | 207,305 | $5.4M |
| RiverTree Advisors, LLC | 3.43% | Add +625.2% | 206,906 | $5.4M |
| AJ Advisors, LLC | 2.01% | Add +5.2% | 206,885 | $5.4M |
| Jeter Robert S II | 5.39% | — | 204,638 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +12.9% | 205,240 | $5.4M |
| PMG Wealth Management, Inc. | 3.87% | New | 205,848 | $5.4M |
| Means Investment Co., Inc. | 0.47% | Add +200.5% | 204,503 | $5.4M |
| Matrix Private Capital Group LLC | 2.56% | Add +241.2% | 203,065 | $5.3M |
| Cherrydale Wealth Management, LLC | 1.64% | Add +17.4% | 202,142 | $5.3M |
| SlateStone Wealth, LLC | 0.43% | Add +6.5% | 198,217 | $5.2M |
| Hobbs Group Advisors, LLC | 1.53% | Add +6.3% | 194,699 | $5.1M |
| Pinnacle Financial Group, LLC / IL | 1.37% | Add +15.3% | 190,358 | $5.0M |
| Oak Wealth Advisors LLC | 2.69% | Add +97.5% | 186,791 | $4.9M |
| Apollon Financial, LLC | 0.67% | Add +29.6% | 185,830 | $4.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 184,500 | $4.8M |
| IAG Wealth Partners, LLC | 0.54% | Add +8.6% | 182,935 | $4.8M |
| Foundry Financial LLC | 2.00% | Add +53.0% | 179,910 | $4.7M |
| Catalyst Investment Management LLC | 5.21% | Reduce -6.9% | 176,829 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 178,220 | $4.7M |
| Talisman Wealth Advisors LLC | 3.75% | Add +26.2% | 177,864 | $4.7M |
| Tennessee Valley Asset Management Partners | 0.61% | Add +7.2% | 175,880 | $4.6M |
| NewEdge Wealth, LLC | 0.05% | Add +6.9% | 174,000 | $4.6M |
| Western Wealth Management, LLC | 0.17% | Add +96.0% | 173,183 | $4.5M |
| AdvisorNet Financial, Inc | 0.23% | Add +33.5% | 172,847 | $4.5M |
| Weaver Consulting Group | 1.07% | Add +84.3% | 171,774 | $4.5M |
| Parallel Advisors, LLC | 0.08% | Reduce -1.2% | 170,927 | $4.5M |
| OmniStar Financial Group, Inc. | 2.27% | Add +57.8% | 167,311 | $4.4M |
| Prasad Wealth Partners, LLC | 1.19% | Add +6.7% | 166,222 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +13.1% | 163,872 | $4.3M |
| Palouse Capital Management, Inc. | 2.86% | Reduce -1.0% | 160,589 | $4.2M |
| Mayfair Advisory Group, LLC | 1.47% | Add +13.8% | 160,201 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -44.0% | 158,896 | $4.2M |
| Noble Wealth Management PBC | 2.11% | Reduce -12.9% | 157,330 | $4.1M |
| Wagner Wealth Management, LLC | 0.83% | Add +198.8% | 156,845 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Add +163.7% | 154,849 | $4.1M |
| Investment Partners Asset Management, Inc. | 2.48% | Add +14.1% | 153,426 | $4.0M |
| PKS Advisory Services, LLC | 0.93% | Add +5.2% | 153,293 | $4.0M |
| StoneCrest Wealth Management, Inc. | 1.69% | Add +1.2% | 152,764 | $4.0M |
| Legacy Capital Group California, Inc. | 1.45% | Reduce -10.7% | 145,884 | $3.8M |
| NavPoint Financial, Inc. | 1.54% | Add +31.1% | 145,238 | $3.8M |
| Ascentis Independent Advisors | 0.29% | Add +65.8% | 144,350 | $3.8M |
| Trek Financial, LLC | 0.20% | Add +87.2% | 143,341 | $3.8M |
| Intelligence Driven Advisers, LLC | 0.64% | Add +30.6% | 139,945 | $3.7M |
| BAM Wealth Management, LLC | 2.73% | Add +9.5% | 139,359 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -81.8% | 139,321 | $3.7M |
| Composition Wealth, LLC | 0.05% | Reduce -43.3% | 136,746 | $3.6M |
| Trademark Financial Management, LLC | 1.75% | Add +36.6% | 136,258 | $3.6M |
| Spectrum Advisors, Inc. | 2.81% | — | 135,681 | $3.6M |
| White & Co Financial Planning Inc | 2.38% | New | 129,060 | $3.4M |
| SteelPeak Wealth, LLC | 0.11% | Add +512.8% | 128,411 | $3.4M |
| AQR Capital Management | 0.00% | Add +82.7% | 126,401 | $3.3M |
| Fifth Third Bancorp | 0.01% | New | 125,465 | $3.3M |
| Elevated Capital Advisors, LLC | 0.82% | Reduce -30.7% | 124,748 | $3.3M |
| Medallion Wealth Advisors, LLC | 1.05% | Add +77.4% | 122,753 | $3.2M |
| Inspirion Wealth Advisors, LLC | 0.40% | Add +39.7% | 122,510 | $3.2M |
| Cibc World Market Inc. | 0.01% | Add +1.5% | 121,679 | $3.2M |
| Bank of Montreal | 0.00% | Add +467.4% | 121,098 | $3.2M |
| Wealth Advisors of Iowa, LLC | 0.98% | Add +26.7% | 120,551 | $3.2M |
| GSG Advisors LLC | 0.82% | Add +88.1% | 120,062 | $3.1M |
| Eldridge Investment Advisors, Inc. | 0.69% | New | 119,803 | $3.1M |
| Centennial Wealth Advisory LLC | 0.75% | Add +3.0% | 118,458 | $3.1M |
| Sovereign Financial Group, Inc. | 0.54% | Add +4.5% | 118,229 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +14.9% | 117,744 | $3.1M |
| Gotham Asset Management | 0.01% | Add +256.2% | 116,511 | $3.1M |
| Cary Street Partners Investment Advisory LLC | 0.78% | Add +35.8% | 116,229 | $3.0M |
| KMG Fiduciary Partners, LLC | 0.23% | Add +579.1% | 116,089 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +12.8% | 113,741 | $3.0M |
| Sprinkle Financial Consultants LLC | 1.37% | Add +4.5% | 113,045 | $3.0M |
| RMR Wealth Builders | 0.23% | Add +18.6% | 112,466 | $2.9M |
| Taylor & Morgan Wealth Management, LLC | 1.65% | Add +14.6% | 110,659 | $2.9M |
| MBL Wealth, LLC | 0.22% | Reduce -63.6% | 109,925 | $2.9M |
| Schwallier Wealth Management LLC | 2.09% | Reduce -86.1% | 109,136 | $2.9M |
| Wisconsin Wealth Advisors, LLC | 2.78% | Reduce -0.3% | 107,960 | $2.8M |
| Slagle Financial, LLC | 0.92% | Add +23.4% | 106,754 | $2.8M |
| Fiduciary Trust Co | 0.03% | Add +95.9% | 106,662 | $2.8M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +3.4% | 106,008 | $2.8M |
| Modern Wealth Management, LLC | 0.05% | Add +53.4% | 106,083 | $2.8M |
| Liberty One Investment Management, LLC | 0.28% | Add +45.0% | 105,449 | $2.8M |
| Iams Wealth Management, LLC | 0.95% | New | 104,014 | $2.7M |
| Wealth Enhancement Trust Services, Inc. | 0.33% | Add +1012.9% | 103,926 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.0% | 102,578 | $2.7M |
| Tranquilli Financial Advisor LLC | 1.56% | Add +9.1% | 101,736 | $2.7M |
| Autumn Glory Partners, LLC | 0.96% | Add +27.6% | 99,717 | $2.6M |
| Mosaic Financial Group, LLC | 1.85% | Add +6.8% | 99,467 | $2.6M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Reduce -4.4% | 99,027 | $2.6M |
| Merkkuri Wealth Advisors LLC | 1.71% | Reduce -2.0% | 98,787 | $2.6M |
| Golden State Wealth Management, LLC | 0.28% | Add +14.5% | 98,344 | $2.6M |
| Oregon Pacific Wealth Management, LLC | 2.67% | Add +742.3% | 97,794 | $2.6M |
| John W. Brooker & Co., CPAs | 4.03% | Add +50.5% | 97,686 | $2.6M |
| Ehrlich Financial Group | 1.46% | Add +5.7% | 96,968 | $2.5M |
| Foundry Financial Group, Inc. | 1.26% | Add +14.8% | 96,816 | $2.5M |
| Bluesphere Advisors LLC | 0.88% | Reduce -3.4% | 94,392 | $2.5M |
| Daybright Advisory Services, Inc. | 0.68% | Add +0.8% | 93,524 | $2.5M |
| Onyx Bridge Wealth Group LLC | 0.26% | Add +65.6% | 93,313 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -9.6% | 91,262 | $2.4M |
| Savvy Advisors, Inc. | 0.06% | Add +11.7% | 90,514 | $2.4M |
| Newman Dignan & Sheerar, Inc. | 0.50% | Add +310.2% | 90,430 | $2.4M |
| Menard Financial Group LLC | 1.65% | Add +1.3% | 90,254 | $2.4M |
| Wealthspire Retirement, LLC | 0.14% | Add +5.9% | 89,570 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +1.2% | 89,477 | $2.3M |
| Money Concepts Capital Corp. | 0.13% | Add +23.5% | 89,362 | $2.3M |
| Arete Wealth Advisors, LLC | 0.17% | Add +10.8% | 88,559 | $2.3M |
| Mid-American Wealth Advisory Group, Inc. | 0.98% | No change | 86,700 | $2.3M |
| Beacon Financial Planning, Inc. | 0.87% | Add +83.6% | 85,546 | $2.2M |
| Riverbend Wealth Management, LLC | 1.38% | Add +13.3% | 84,434 | $2.2M |
| Beacon Financial Advisory LLC | 0.49% | Reduce -9.2% | 83,610 | $2.2M |
| Prospera Financial Services Inc | 0.03% | Add +47.3% | 82,582 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Add +28.4% | 81,147 | $2.1M |
| Argent Trust Co | 0.07% | Reduce -8.2% | 80,910 | $2.1M |
| First Citizens Financial Corp | 1.00% | Add +46.9% | 80,557 | $2.1M |
| L & S Advisors Inc | 0.26% | Add +1.4% | 79,904 | $2.1M |
| Integrity Wealth Solutions LLC | 0.82% | Add +13.9% | 79,851 | $2.1M |
| Immaculate Wealth Management LLC | 16.50% | — | 79,719 | $2.1M |
| Hyposwiss Advisors SA | 1.98% | No change | 76,635 | $2.0M |
| Milestone Asset Management, LLC | 0.37% | Add +4.8% | 76,621 | $2.0M |
| Banque Pictet & Cie SA | 0.02% | Add +16.4% | 75,580 | $2.0M |
| Cozad Asset Management Inc. | 0.15% | Add +12.6% | 75,219 | $2.0M |
| Peoples Bank | 1.19% | Add +4.3% | 73,985 | $1.9M |
| True Wealth Design, LLC | 0.54% | Add +1.9% | 73,907 | $1.9M |
| Arwa LLC | 0.96% | Add +27.5% | 72,967 | $1.9M |
| Worth Asset Management, LLC | 0.72% | New | 73,652 | $1.9M |
| Sunpointe, LLC | 0.61% | New | 71,336 | $1.9M |
| RMR Capital Management, LLC | 1.35% | Reduce -1.0% | 71,316 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Add +42.4% | 71,080 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +149.2% | 70,027 | $1.8M |
| OneAscent Financial Services LLC | 0.10% | New | 69,811 | $1.8M |
| Altfest L J & Co. Inc. | 0.20% | Add +1.8% | 69,680 | $1.8M |
| Hilltop Holdings Inc. | 0.16% | Reduce -0.6% | 67,168 | $1.8M |
| Financial Planning Hawaii, Inc. | 1.02% | Add +53.9% | 66,169 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -51.0% | 66,000 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.8% | 63,937 | $1.7M |
| Advisortrust Partners, LLC | 0.70% | Add +220.2% | 63,828 | $1.7M |
| Impact Partnership Wealth, LLC | 0.20% | Add +25.8% | 62,740 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | New | 61,689 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Reduce -0.1% | 61,382 | $1.6M |
| Element Wealth, LLC | 0.65% | Add +1.4% | 60,357 | $1.6M |
| Tounjian Advisory Partners, LLC | 0.57% | Reduce -2.7% | 60,014 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +6.0% | 59,834 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +45.2% | 59,599 | $1.6M |
| Arbor Capital Management Inc. | 1.27% | Add +2.1% | 58,838 | $1.6M |
| BHK Investment Advisors, LLC | 0.52% | No change | 59,210 | $1.6M |
| Ergawealth Advisors, Inc. | 0.68% | New | 58,932 | $1.5M |
| Evoke Wealth, LLC | 0.03% | Add +8.4% | 58,124 | $1.5M |
| Capital Advisors Wealth Management, LLC | 0.20% | Add +44.0% | 57,278 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | New | 57,089 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.2% | 56,722 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.54% | Add +492.5% | 56,538 | $1.5M |
| Kercheville Advisors, LLC | 0.47% | Add +21.0% | 56,330 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.55% | Add +10.5% | 56,167 | $1.5M |
| Byrne Financial Freedom, LLC | 0.69% | Reduce -1.9% | 55,160 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 1.70% | Reduce -8.0% | 54,300 | $1.4M |
| FreeGulliver LLC | 0.60% | New | 54,124 | $1.4M |
| Quartz Partners, LLC | 0.54% | Add +89.2% | 53,717 | $1.4M |
| Evergreen Wealth Partners LLC | 1.07% | New | 53,521 | $1.4M |
| Lodestone Wealth Management LLC | 0.56% | Add +9.9% | 53,463 | $1.4M |
| CRA Financial Services, LLC | 0.18% | Add +14.6% | 52,779 | $1.4M |
| RDA Financial Network | 0.34% | Add +7.1% | 51,840 | $1.4M |
| CGC Financial Services, LLC | 0.39% | Add +19.4% | 51,566 | $1.4M |
| Titleist Asset Management, LLC | 0.10% | Add +30.1% | 51,544 | $1.4M |
| Navis Wealth Advisors, LLC | 0.68% | Reduce -29.3% | 50,621 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.53% | Add +151.6% | 50,381 | $1.3M |
| Gallacher Capital Management LLC | 0.51% | Reduce -3.6% | 50,314 | $1.3M |
| WESPAC Advisors, LLC | 0.72% | Reduce -56.0% | 49,928 | $1.3M |
| S&A Financial Services, Inc. | 0.89% | — | 49,671 | $1.3M |
| Sittner & Nelson, LLC | 0.47% | Add +1261.7% | 48,871 | $1.3M |
| Opus Financial Solutions LLC | 1.21% | Add +12.4% | 48,823 | $1.3M |
| Bfsg, LLC | 0.12% | New | 48,560 | $1.3M |
| Parsons Capital Management Inc. | 0.06% | Add +15.6% | 47,744 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | Add +53.5% | 47,850 | $1.3M |
| Ameriflex Group, Inc. | 0.63% | Add +21.7% | 47,530 | $1.2M |
| Secured Retirement Advisors, LLC | 0.69% | New | 46,480 | $1.2M |
| Horizon Wealth Management, LLC | 0.18% | Reduce -97.9% | 46,028 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +53.4% | 45,928 | $1.2M |
| Nautilus Advisors LLC | 0.82% | Reduce -17.8% | 45,758 | $1.2M |
| Integrity Wealth Advisors, Inc. | 0.71% | Add +10.8% | 44,954 | $1.2M |
| WestHill Financial Advisors, Inc. | 0.22% | Add +1.2% | 44,016 | $1.2M |
| SouthState Bank Corp | 0.05% | Add +18.1% | 43,397 | $1.1M |
| Apella Capital, LLC | 0.02% | New | 42,645 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.9% | 42,849 | $1.1M |
| Oxinas Partners, LLC | 0.51% | Add +18.2% | 42,766 | $1.1M |
| Buck Wealth Strategies, LLC | 0.14% | New | 42,758 | $1.1M |
| Ruggaard & Associates LLC | 0.44% | Add +21.2% | 42,092 | $1.1M |
| M Holdings Securities, Inc. | 0.07% | Reduce -73.0% | 41,076 | $1.1M |
| Founders Financial Alliance, LLC | 0.19% | Add +256.6% | 41,202 | $1.1M |
| Resurgent Financial Advisors LLC | 0.39% | Add +1.4% | 41,046 | $1.1M |
| Crown Wealth Group, LLC | 0.32% | New | 40,968 | $1.1M |
| Omnitrust Wealth Management, Inc | 1.37% | Add +3.1% | 40,452 | $1.1M |
| Roger Wittlin Investment Advisory, LLC | 0.86% | Reduce -16.5% | 40,350 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.46% | New | 40,223 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.06% | Add +2.1% | 40,095 | $1.1M |
| Financial Connections Group, Inc. | 0.37% | Add +11.7% | 40,092 | $1.1M |
| Investment Advisory Group, LLC | 0.26% | Add +13.9% | 39,614 | $1.0M |
| HBW Advisory Services LLC | 0.11% | Add +58.4% | 39,384 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Add +32.8% | 39,227 | $1.0M |
| IFP Advisors, Inc | 0.02% | Reduce -21.0% | 38,861 | $1.0M |
| Barnes Wealth Management Group, Inc | 0.52% | Add +129.8% | 38,754 | $1.0M |
| Tectonic Advisors LLC | 0.05% | Add +15.9% | 37,447 | $981K |
| Alexander Labrunerie & Co., Inc. | 0.37% | Add +3.5% | 37,439 | $981K |
| Triad Wealth Partners, LLC | 0.08% | New | 37,405 | $980K |
| Thrive Wealth Management, LLC | 0.14% | Add +5.0% | 37,115 | $972K |
| William John Sempolinski | 0.48% | Add +15.5% | 36,600 | $959K |
| BlackRock, Inc. | 0.00% | Add +37.3% | 36,502 | $956K |
| Objective Capital Management, LLC | 0.92% | Add +55.6% | 34,811 | $912K |
| Snowden Capital Advisors LLC | 0.02% | Add +128.9% | 34,009 | $891K |
| Boyce & Associates Wealth Consulting, Inc. | 0.67% | New | 33,702 | $883K |
| Signal Advisors Wealth, LLC | 0.06% | Add +70.7% | 33,229 | $871K |
| Peterson Wealth Advisors, LLC | 0.12% | Reduce -0.4% | 32,990 | $864K |
| Glen Eagle Advisors, LLC | 0.12% | Add +9.7% | 32,640 | $855K |
| Fortis Group Advisors, LLC | 0.14% | Reduce -12.5% | 31,856 | $843K |
| Essex Bank | 0.18% | Add +17.5% | 31,652 | $829K |
| Advisory Advocates, LLC | 0.85% | Add +137.4% | 31,602 | $828K |
| Principal Securities, Inc. | 0.01% | New | 31,600 | $828K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | Add +13.2% | 31,312 | $820K |
| Financial Insights, Inc. | 0.26% | Add +3.2% | 30,607 | $802K |
| Beckerman Institutional, LLC | 0.42% | No change | 30,350 | $795K |
| Silverlake Wealth Management LLC | 0.17% | Add +27.7% | 30,172 | $791K |
| First PREMIER Bank | 0.18% | Add +131.9% | 30,059 | $788K |
| Crusonia Wealth Advisors LLC | 0.16% | Reduce -1.0% | 30,067 | $788K |
| World Investment Advisors | 0.01% | Add +17.3% | 29,878 | $783K |
| Walter & Keenan Wealth Management LLC /in/ | 0.21% | Add +8.4% | 28,984 | $759K |
| XY Planning Network, Inc. | 0.12% | New | 28,999 | $759K |
| HB Wealth Management, LLC | 0.00% | New | 28,521 | $747K |
| Beacon Capital Management, LLC | 0.13% | Add +131.3% | 28,339 | $742K |
| Jessup Wealth Management, Inc | 0.27% | Add +3.6% | 28,067 | $735K |
| Wesbanco Bank Inc. | 0.02% | New | 28,049 | $735K |
| Arrowroot Family Office, LLC | 0.24% | Add +35.6% | 27,984 | $733K |
| Brighton Jones LLC | 0.02% | New | 27,956 | $732K |
| Private Trust Co. NA | 0.06% | Reduce -37.7% | 27,558 | $722K |
| Richard P Slaughter Associates Inc | 0.15% | Reduce -28.3% | 27,309 | $715K |
| Latitude Advisors, LLC | 0.33% | Add +42.6% | 27,185 | $712K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +26.5% | 26,629 | $698K |
| Manchester Capital Management LLC | 0.10% | No change | 26,597 | $697K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +23.2% | 25,789 | $676K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +39.6% | 25,661 | $672K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -43.6% | 25,473 | $667K |
| Focus Financial Network, Inc. | 0.02% | New | 25,428 | $666K |
| Sigma Planning Corp | 0.02% | Add +198.3% | 25,231 | $661K |
| MSH Capital Advisors LLC | 0.14% | Reduce -8.7% | 24,910 | $653K |
| Strategic Blueprint, LLC | 0.04% | Add +3.4% | 24,858 | $651K |
| ACT Advisors, LLC. | 0.27% | Add +45.2% | 24,562 | $644K |
| Clarity Asset Management, Inc. | 0.33% | Reduce -89.3% | 24,537 | $643K |
| Choreo, LLC | 0.01% | No change | 24,389 | $639K |
| Simon Quick Advisors, LLC | 0.03% | New | 24,303 | $637K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -20.1% | 23,963 | $628K |
| Integrity Alliance, Llc. | 0.02% | Add +53.5% | 23,702 | $621K |
| Valmark Advisers, Inc. | 0.01% | Add +52.1% | 23,691 | $621K |
| Emergent Wealth Advisors, LLC | 0.36% | New | 23,460 | $615K |
| Concord Wealth Partners | 0.08% | Reduce -21.0% | 23,442 | $614K |
| Oppenheimer & Co. Inc. | 0.01% | Add +40.8% | 23,354 | $612K |
| Silver Oak Securities, Incorporated | 0.04% | Add +158.7% | 23,349 | $612K |
| Advyzon Investment Management, LLC | 0.05% | New | 23,233 | $609K |
| Constant Guidance Financial LLC | 0.42% | Reduce -83.5% | 23,120 | $606K |
| Decision Investments, Inc. | 0.69% | Add +1.6% | 23,010 | $603K |
| Fig Financial Advisory Services Inc. | 0.38% | Add +14.7% | 22,930 | $601K |
| TD Capital Management LLC | 0.05% | Add +8.7% | 22,563 | $591K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -2.6% | 22,302 | $584K |
| Magnolia Capital Advisors LLC | 0.11% | Add +5.5% | 22,228 | $582K |
| Maimon Wealth Management LTD. | 0.51% | New | 22,300 | $581K |
| Shelton Capital Management | 0.01% | New | 21,970 | $576K |
| Peak Asset Management, LLC | 0.10% | Add +49.4% | 21,913 | $574K |
| Swisher Financial Concepts, Inc. | 0.32% | Add +13.7% | 21,886 | $573K |
| Perissos Private Wealth Management, LLC | 0.49% | Add +99.2% | 21,626 | $567K |
| LiftPoint Family Wealth Advisors LLC | 0.47% | Add +12.4% | 21,621 | $566K |
| Channel Wealth LLC | 0.14% | Add +11.5% | 21,492 | $563K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +13.2% | 21,282 | $558K |
| National Bank of Canada | 0.00% | Add +88.9% | 21,210 | $555K |
| Stage Harbor Financial, LLC | 0.37% | No change | 21,124 | $553K |
| Foundations Investment Advisors, LLC | 0.01% | Add +34.0% | 20,722 | $543K |
| Summa Corp. | 0.22% | Add +53.9% | 20,000 | $524K |
| Awm Capital, LLC | 0.05% | New | 20,000 | $524K |
| Studio Investment Management LLC | 0.09% | Add +26.5% | 19,905 | $522K |
| StoneX Group Inc. | 0.03% | Reduce -18.6% | 19,699 | $512K |
| Vise Technologies, Inc. | 0.01% | No change | 19,166 | $511K |
| CVFG LLC | 0.06% | New | 19,500 | $511K |
| Independent Wealth Network Inc. | 0.15% | New | 19,394 | $508K |
| Creative Planning | 0.00% | Add +154.1% | 19,295 | $506K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +5.6% | 18,968 | $496K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.20% | Add +20.1% | 18,882 | $495K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 18,712 | $490K |
| Sound Income Strategies, LLC | 0.02% | Add +602.9% | 18,719 | $490K |
| Clear Creek Financial Management, LLC | 0.04% | Add +69.7% | 18,261 | $478K |
| Argyle Capital Partners, LLC | 0.34% | New | 18,016 | $472K |
| OakTrust Wealth Advisors, LLC | 0.43% | Add +33.8% | 17,914 | $469K |
| Bison Wealth, LLC | 0.04% | New | 17,592 | $463K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -81.8% | 17,432 | $457K |
| Authentikos Wealth Advisory, LLC | 0.30% | Add +2.7% | 17,224 | $451K |
| Fortitude Financial, LLC | 0.23% | Add +11.6% | 16,532 | $433K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | New | 16,485 | $432K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -17.0% | 16,280 | $427K |
| Level Four Advisory Services, LLC | 0.01% | New | 16,275 | $426K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 16,050 | $421K |
| Freedom Investment Management, Inc. | 0.12% | Reduce -2.4% | 15,648 | $410K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Reduce -1.3% | 15,347 | $402K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.2% | 15,276 | $400K |
| Allworth Financial LP | 0.00% | Add +18.6% | 15,230 | $399K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.3% | 15,154 | $397K |
| Compound Planning, Inc. | 0.01% | Add +3.9% | 15,047 | $394K |
| Thayer Financial, L.L.C. | 0.40% | Add +0.0% | 14,875 | $390K |
| Essential Investment Partners LLC | 0.36% | Add +39.4% | 14,690 | $385K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -0.7% | 14,651 | $384K |
| Scotia Capital Inc. | 0.00% | New | 14,556 | $381K |
| Register Financial Advisors LLC | 0.14% | No change | 14,282 | $374K |
| Advisor Resource Council | 0.15% | Reduce -21.9% | 14,198 | $372K |
| Roundview Capital LLC | 0.02% | New | 13,842 | $363K |
| Hilltop Partners LLC | 0.09% | Add +34.0% | 13,733 | $360K |
| Asset One Wealth Management LLC | 0.04% | New | 13,507 | $358K |
| Waverly Advisors, LLC | 0.00% | New | 13,547 | $355K |
| Creative Financial Designs Inc. | 0.02% | Reduce -97.5% | 13,498 | $354K |
| HBK Sorce Advisory LLC | 0.01% | Add +10.9% | 13,031 | $345K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -98.4% | 13,121 | $344K |
| Bci Securities, Inc. | 3.28% | New | 12,721 | $333K |
| Kozak & Associates, Inc. | 0.06% | Add +43.6% | 12,276 | $325K |
| Westmount Partners, LLC | 0.08% | New | 12,380 | $324K |
| Raleigh Capital Management Inc. | 0.11% | Add +1.3% | 12,133 | $318K |
| Ameritas Advisory Services, LLC | 0.01% | Add +58.7% | 12,066 | $316K |
| United Advisor Group, LLC | 0.04% | Add +8.7% | 12,060 | $316K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 11,956 | $313K |
| Benedict Financial Advisors Inc. | 0.07% | Reduce -45.0% | 11,945 | $313K |
| First Foundation Advisors | 0.01% | No change | 11,939 | $313K |
| Betterment LLC | 0.00% | New | 11,455 | $300K |
| Sovran Advisors, LLC | 0.02% | Reduce -17.9% | 11,231 | $297K |
| Everhart Financial Group, Inc. | 0.03% | Add +37.5% | 11,284 | $296K |
| Hershey Financial Advisers, LLC | 0.25% | New | 11,147 | $292K |
| Winthrop Advisory Group LLC | 0.02% | New | 11,069 | $290K |
| XTX Topco Ltd | 0.00% | Add +3.0% | 10,679 | $280K |
| Nalls Sherbakoff Group, LLC | 0.20% | Add +1.4% | 10,504 | $275K |
| Timmons Wealth Management, LLC | 0.25% | Add +22.7% | 10,250 | $269K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -14.9% | 10,132 | $265K |
| New Wave Wealth Advisors LLC | 0.09% | New | 9,899 | $259K |
| Johnson Investment Counsel Inc. | 0.00% | New | 9,871 | $259K |
| Garton & Associates Financial Advisors LLC | 0.21% | Add +35.8% | 9,815 | $257K |
| Lido Advisors, LLC | 0.00% | Reduce -29.7% | 9,772 | $256K |
| Moneco Advisors, LLC | 0.02% | Add +5.9% | 9,655 | $253K |
| Goldstein Advisors, LLC | 0.03% | Add +0.6% | 9,588 | $251K |
| Acorn Wealth Advisors, LLC | 0.07% | Reduce -15.7% | 9,539 | $250K |
| Oak Grove Capital LLC | 0.04% | New | 9,500 | $249K |
| MidAtlantic Capital Management, Inc. | 0.17% | New | 9,328 | $244K |
| MBA Advisors LLC | 0.09% | New | 9,245 | $242K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 9,208 | $241K |
| Peak Retirement Planning, Inc. | 0.05% | Reduce -5.4% | 9,071 | $238K |
| Savant Capital, LLC | 0.00% | Add +13.2% | 8,635 | $226K |
| Advisory Services Network, LLC | 0.00% | Reduce -52.6% | 8,579 | $225K |
| Flow Traders U.S. LLC | 0.01% | Reduce -75.7% | 8,442 | $221K |
| SFG Wealth Management, LLC. | 0.09% | New | 8,373 | $219K |
| Elevation Advisory Partners LLC | 0.20% | — | 8,157 | $219K |
| Verus Capital Partners, LLC | 0.01% | New | 8,339 | $218K |
| Clarus Wealth Advisors | 0.09% | No change | 8,284 | $218K |
| Howard Bailey Securities, LLC | 0.09% | Reduce -15.7% | 8,238 | $216K |
| World Equity Group, Inc. | 0.06% | New | 8,185 | $214K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -7.1% | 8,005 | $210K |
| PW Nova Financial Services LLC | 0.06% | New | 8,000 | $210K |
| XML Financial, LLC | 0.02% | Reduce -97.5% | 7,840 | $205K |
| Future Financial Wealth Managment LLC | 0.13% | Add +0.2% | 7,624 | $202K |
| Clayton Financial Group LLC | 0.10% | Reduce -6.5% | 7,680 | $201K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 7,550 | $198K |
| Opal Wealth Advisors, LLC | 0.04% | Reduce -43.7% | 7,252 | $190K |
| US Bancorp \de | 0.00% | Reduce -14.2% | 6,987 | $183K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.4% | 6,313 | $165K |
| Birchwood Financial Partners, Inc. | 0.14% | Add +154.4% | 5,375 | $141K |
| Sunbelt Securities, Inc. | 0.01% | Add +5.3% | 5,270 | $138K |
| Dunhill Financial, LLC | 0.03% | Add +0.2% | 5,108 | $134K |
| GGM Financial LLC | 0.06% | Add +139.6% | 4,833 | $127K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 4,832 | $127K |
| Legacy Wealth Managment, LLC | 0.05% | Add +161.1% | 4,099 | $107K |
| JFS Wealth Advisors, LLC | 0.01% | Add +96.7% | 3,794 | $99K |
| Colonial Trust Co / SC | 0.01% | No change | 3,800 | $99K |
| Signature Equity Partners, LLC | 0.05% | Add +14.6% | 3,359 | $88K |
| FMR LLC | 0.00% | New | 2,761 | $72K |
| International Assets Investment Management, LLC | 0.00% | Add +2445.5% | 2,571 | $67K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,528 | $66K |
| Eastern Bank | 0.00% | No change | 2,511 | $66K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,394 | $63K |
| MTM Investment Management, LLC | 0.02% | No change | 2,265 | $59K |
| Arax Advisory Partners | 0.00% | Add +8.9% | 2,096 | $55K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -0.8% | 1,890 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | Add +757.1% | 1,500 | $39K |
| Allianz Asset Management GmbH | 0.00% | Add +7.0% | 1,211 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,203 | $32K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,203 | $32K |
| Mather Group, Llc. | 0.00% | New | 1,177 | $31K |
| Global Trust Asset Management, LLC | 0.01% | No change | 1,134 | $30K |
| Cornerstone Financial Management LLC | 0.03% | No change | 1,060 | $28K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 1,000 | $26K |
| Networth Advisors, LLC | 0.02% | Reduce -25.7% | 959 | $25K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -97.0% | 826 | $22K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -7.2% | 826 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 824 | $22K |
| Tidemark, LLC | 0.01% | New | 754 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1132.8% | 752 | $20K |
| Pacifica Partners Inc. | 0.01% | New | 733 | $19K |
| RHL Group, LLC | 0.02% | New | 706 | $18K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 670 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -23.7% | 634 | $17K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 594 | $16K |
| Root Financial Partners, LLC | 0.00% | New | 572 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 479 | $13K |
| HFM Investment Advisors, LLC | 0.00% | Add +0.3% | 367 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 319 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Reduce -48.7% | 300 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 235 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -73.0% | 210 | $6K |
| KERR FINANCIAL PLANNING Corp | 0.00% | New | 212 | $6K |
| Vision Retirement, LLC | 0.00% | New | 198 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -66.6% | 155 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -89.4% | 98 | $3K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -29.6% | 76 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 75 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 66 | $2K |
| Abound Wealth Management | 0.00% | New | 58 | $2K |
| Key Capital Management, INC | 0.00% | Reduce -89.2% | 45 | $1K |
| Versant Capital Management, Inc | 0.00% | New | 42 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 37 | $969 |
| GAMMA Investing LLC | 0.00% | No change | 20 | $524 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.