PIMCO Multisector Bond ActvPYLDETF
13F holders, Q2 2026 (June 30)692holders +44
76new positions
35sold out
3famous investors
$26.51avg. 13F price*
At the end of Q2 2026, 692 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 44 from Q1 2026. 76 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($664.6M), Charles Schwab Investment Management Inc. ($620.7M) and Morgan Stanley ($616.1M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Multisector Bond Actv
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $558.3M |
| Exits | 35 | $102.2M |
All 13F filers, Q1 2026 → Q2 2026: 92,374,552 shares bought and 11,368,007 shares sold, net +81,006,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 692 holders
| Bank of America Corp. | 0.04% | Add +8.5% | 25,058,752 | $664.6M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +55.9% | 23,403,799 | $620.7M |
| Morgan Stanley | 0.03% | Add +10.6% | 23,231,202 | $616.1M |
| LPL Financial LLC | 0.13% | Add +18.6% | 21,366,025 | $566.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +13.1% | 13,551,778 | $359.4M |
| Sequoia Financial Advisors, LLC | 1.64% | Add +12.8% | 12,401,335 | $328.9M |
| HighTower Advisors, LLC | 0.29% | Add +6.7% | 11,494,387 | $304.8M |
| Wells Fargo & Company | 0.05% | Add +42.8% | 9,859,536 | $261.5M |
| Raymond James Financial Inc. | 0.06% | Add +15.2% | 7,947,837 | $210.8M |
| Advance Capital Management, Inc. | 6.49% | Add +6.5% | 7,572,736 | $200.8M |
| AE Wealth Management LLC | 0.92% | Reduce -6.2% | 7,451,681 | $197.6M |
| Pure Financial Advisors, LLC | 2.48% | New | 7,290,629 | $193.3M |
| Retirement Planning Group, LLC | 4.83% | Add +11.0% | 7,173,455 | $190.2M |
| NewEdge Advisors, LLC | 0.51% | Add +15.0% | 6,448,357 | $171.0M |
| UBS Group AG | 0.02% | Add +18.6% | 5,611,008 | $148.8M |
| WCG Wealth Advisors LLC | 3.40% | Add +59.1% | 5,410,406 | $143.5M |
| United Capital Financial Advisors, LLC | 0.76% | Add +12.4% | 5,161,831 | $136.7M |
| State of New Jersey Common Pension Fund D | 0.41% | Add +100.0% | 4,500,000 | $119.3M |
| Waverly Advisors, LLC | 0.68% | Add +32509.5% | 4,417,609 | $117.2M |
| Destination Wealth Management | 2.65% | Add +33.9% | 4,271,419 | $113.3M |
| Royal Bank of Canada | 0.02% | Add +43.5% | 4,138,380 | $109.7M |
| Bank of New York Mellon Corp | 0.02% | Add +88.3% | 4,068,193 | $107.9M |
| Advocacy Wealth Management, LLC | 3.89% | Add +3.0% | 4,039,522 | $107.1M |
| Krilogy Financial LLC | 3.16% | Add +7.4% | 4,024,365 | $106.7M |
| Bluespring Wealth Management, LLC | 1.86% | New | 3,639,240 | $96.5M |
| Confluence Wealth Services, Inc. | 2.73% | Add +20.4% | 3,595,528 | $95.4M |
| GR Financial Group, LLC | 12.76% | Add +1.5% | 3,540,053 | $93.9M |
| Stratos Wealth Partners, LTD. | 0.90% | Add +1.3% | 3,351,391 | $88.9M |
| Ocean Park Asset Management, LLC | 4.19% | New | 3,280,700 | $87.0M |
| Horizon Investments, LLC | 0.95% | Add +4.6% | 3,289,695 | $86.3M |
| Osaic Holdings, Inc. | 0.10% | Add +29.4% | 3,176,022 | $84.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +18.2% | 3,168,820 | $84.0M |
| Corient Private Wealth LP | 0.11% | Add +93.4% | 2,982,984 | $79.1M |
| Commonwealth Equity Services, LLC | 0.10% | Add +14.2% | 2,949,049 | $78.2M |
| Fragasso Financial Advisors Inc | 4.12% | Add +7.7% | 2,907,277 | $77.1M |
| Summit Financial, LLC | 0.83% | Add +14.1% | 2,847,673 | $75.5M |
| Modern Wealth Management, LLC | 0.88% | Add +2520.7% | 2,780,125 | $73.7M |
| Cetera Investment Advisers | 0.06% | Add +30.9% | 2,550,369 | $67.6M |
| Falcon Wealth Planning | 4.24% | Add +6.8% | 2,529,761 | $67.1M |
| Apollon Wealth Management, LLC | 0.81% | Add +34.6% | 2,499,439 | $66.3M |
| Family Investment Center, Inc. | 10.54% | Add +12.2% | 2,392,376 | $63.4M |
| Journey Advisory Group, LLC | 4.85% | Add +4.0% | 2,392,375 | $63.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +9.0% | 2,321,549 | $61.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +10.0% | 2,097,186 | $55.6M |
| Captrust Financial Advisors | 0.08% | Add +2.5% | 1,895,527 | $50.3M |
| Ellenbecker Investment Group | 5.82% | Add +10.0% | 1,884,416 | $50.0M |
| Stifel Financial Corp. | 0.04% | Add +17.7% | 1,882,771 | $49.9M |
| RiverFront Investment Group, LLC | 0.66% | Add +0.2% | 1,874,759 | $49.7M |
| Vickerman Investment Advisors, Inc. | 9.51% | Add +13.0% | 1,847,265 | $49.0M |
| Ritter Daniher Financial Advisory LLC / DE | 7.32% | Add +3.7% | 1,813,823 | $48.1M |
| GeoWealth Management, LLC | 1.51% | Add +4.3% | 1,809,414 | $48.0M |
| Stratos Investment Management, LLC | 1.73% | Reduce -3.9% | 1,806,183 | $47.9M |
| Kensington Asset Management, LLC | 2.52% | Add +3.0% | 1,740,431 | $46.2M |
| Prime Capital Investment Advisors, LLC | 0.45% | Add +0.5% | 1,732,584 | $45.9M |
| OneDigital Investment Advisors LLC | 0.39% | Add +9.4% | 1,718,818 | $45.6M |
| Sunflower Bank, N.A. | 10.79% | Add +0.2% | 1,702,327 | $45.1M |
| HUB Investment Partners, LLC | 0.83% | Add +6.5% | 1,700,919 | $45.1M |
| Integrated Wealth Concepts LLC | 0.29% | Add +14.3% | 1,697,605 | $45.0M |
| Waterway Wealth Management, LLC | 8.88% | Add +4.2% | 1,712,385 | $43.5M |
| Acorn Financial Advisory Services Inc. | 5.69% | Add +7.3% | 1,616,850 | $42.9M |
| Jones Financial Companies LLLP | 0.02% | Add +40.4% | 1,607,750 | $42.7M |
| Novem Group | 4.23% | Add +453.6% | 1,573,225 | $41.7M |
| RFG Holdings, Inc. | 8.74% | Add +7.6% | 1,572,195 | $41.7M |
| Private Advisor Group, LLC | 0.19% | Add +2.2% | 1,545,743 | $41.0M |
| RFG Advisory, LLC | 0.63% | Add +144.3% | 1,516,100 | $40.2M |
| Stonebridge Financial Group, LLC | 3.01% | Add +4.6% | 1,495,959 | $39.7M |
| Wall Capital Group, Inc. | 31.21% | Add +12.7% | 1,437,849 | $38.1M |
| Annex Advisory Services, LLC | 0.61% | Add +58.7% | 1,344,720 | $35.7M |
| Crestmont Private Wealth LLC | 9.94% | Add +12.2% | 1,336,497 | $35.4M |
| Sheridan Capital Management, LLC | 17.05% | Add +2.6% | 1,335,771 | $35.4M |
| Aprio Wealth Management, LLC | 1.75% | Add +12.8% | 1,335,187 | $35.4M |
| Wealth Alliance Advisory Group, LLC | 5.11% | Add +1.3% | 1,331,309 | $35.3M |
| D.B. Root & Company, LLC | 7.44% | Add +8.9% | 1,320,319 | $35.0M |
| Mutual Advisors, LLC | 0.65% | Add +6.9% | 1,291,743 | $34.3M |
| Cardinal Point Capital Management ULC | 1.91% | Add +7.1% | 1,268,316 | $33.6M |
| Continuum Advisory, LLC | 2.64% | Add +4.9% | 1,230,054 | $32.6M |
| Mariner, LLC | 0.03% | Add +77.7% | 1,224,956 | $32.5M |
| Heirloom Wealth Management | 4.67% | New | 1,214,464 | $32.2M |
| Bridgewealth Advisory Group, LLC | 6.02% | Add +4.3% | 1,201,920 | $31.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.2% | 1,164,979 | $30.9M |
| Correct Capital Wealth Management | 5.32% | Add +1.1% | 1,162,951 | $30.8M |
| D.A. Davidson & Co. | 0.17% | Add +6.7% | 1,162,002 | $30.8M |
| Allen Capital Group, LLC | 2.52% | Add +6.2% | 1,157,019 | $30.7M |
| Intrua Financial, LLC | 2.89% | Add +2.9% | 1,150,669 | $30.5M |
| Berger Financial Group, Inc | 1.55% | Reduce -0.8% | 1,143,208 | $30.3M |
| Visionary Wealth Advisors | 1.13% | Reduce -6.9% | 1,082,344 | $28.7M |
| Pictet North America Advisors SA | 2.46% | Reduce -5.5% | 1,054,118 | $28.0M |
| Drake & Associates, LLC | 4.63% | Add +6.0% | 1,036,295 | $27.5M |
| Mason & Associates, LLC | 5.66% | Add +4.0% | 1,026,348 | $27.2M |
| Wealthcare Advisory Partners LLC | 0.52% | Add +4.4% | 1,025,937 | $27.2M |
| Essex Financial Services, Inc. | 1.32% | Add +5.0% | 998,121 | $26.5M |
| EnRich Financial Partners LLC | 6.13% | Add +7.8% | 973,138 | $25.8M |
| Sanchez Wealth Management Group | 4.47% | Add +3.4% | 962,189 | $25.5M |
| Gemmer Asset Management LLC | 1.71% | Add +1.7% | 957,658 | $25.4M |
| Creative Capital Management Investments LLC | 5.83% | Add +7.4% | 952,568 | $25.3M |
| Vance Wealth, LLC | 5.64% | New | 944,426 | $25.0M |
| Rainey & Randall Wealth Advisors Inc. | 3.56% | Add +20.6% | 938,524 | $24.9M |
| Welch Group, LLC | 0.83% | Add +20.4% | 913,614 | $24.2M |
| Larson Financial Group LLC | 0.64% | Add +20.2% | 909,398 | $24.1M |
| Members Advisory Group LLC | 6.73% | Add +16.3% | 909,360 | $24.1M |
| Eclectic Associates Inc. | 2.74% | Add +11.1% | 908,395 | $24.1M |
| First Heartland Consultants, Inc. | 1.53% | Add +0.1% | 889,771 | $23.6M |
| MinichMacGregor Wealth Management, LLC | 3.56% | Add +5.8% | 883,704 | $23.4M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -3.0% | 880,493 | $23.4M |
| Hutchens & Kramer Investment Management Group, LLC | 6.22% | Add +13.3% | 875,246 | $23.2M |
| Evergreen Capital Management LLC | 0.40% | Add +4.3% | 865,182 | $22.9M |
| First American Trust, FSB | 1.38% | Add +20.4% | 864,767 | $22.9M |
| Sanctuary Advisors, LLC | 0.11% | Add +4.5% | 861,435 | $22.8M |
| Trajan Wealth LLC | 0.85% | Add +1.1% | 848,600 | $22.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +8.4% | 837,408 | $22.2M |
| Legacy Financial Advisors, Inc. | 2.70% | Add +2.7% | 836,433 | $22.2M |
| Great Point Wealth Advisors, LLC | 3.56% | Add +5.4% | 831,789 | $22.1M |
| BIP Wealth, LLC | 0.62% | Add +33.0% | 824,278 | $21.9M |
| LexAurum Advisors, LLC | 2.50% | Add +9.7% | 813,864 | $21.6M |
| MAI Capital Management | 0.08% | Add +21.7% | 770,116 | $20.4M |
| Victory Financial Group, LLC | 2.11% | Reduce -6.3% | 758,272 | $20.1M |
| Dahring | Cusmano LLC | 10.56% | Add +5.0% | 755,064 | $20.0M |
| Alliance Private Wealth, LLC | 6.87% | Reduce -6.1% | 745,869 | $19.8M |
| CreativeOne Wealth, LLC | 0.43% | Reduce -3.8% | 744,439 | $19.7M |
| Bare Financial Services, Inc | 4.51% | Add +11.4% | 740,647 | $19.6M |
| Scott Capital Advisors, LLC | 3.07% | Add +13.7% | 740,151 | $19.6M |
| Family Manage LLC | 2.06% | Reduce -2.7% | 739,391 | $19.6M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +350.1% | 737,516 | $19.6M |
| True North Advisors, LLC | 1.83% | Reduce -6.4% | 720,470 | $19.1M |
| Symphony Financial Services, Inc. | 8.55% | Reduce -8.8% | 717,840 | $19.0M |
| Founders Financial Securities LLC | 0.97% | Add +8.5% | 713,179 | $18.9M |
| Wagner Wealth Management, LLC | 3.49% | Add +353.5% | 711,351 | $18.9M |
| Eq Wealth Advisors, LLC | 10.35% | Add +6.9% | 710,027 | $18.8M |
| Cary Street Partners Financial LLC | 0.41% | Add +1.8% | 706,989 | $18.7M |
| Stokes Capital Advisors, LLC | 3.96% | Add +1.2% | 696,655 | $18.5M |
| Pinnacle Wealth Management, LLC | 11.42% | Add +0.1% | 695,219 | $18.4M |
| Riverchase Wealth Management, LLC | 8.54% | Add +5.8% | 691,288 | $18.3M |
| Beta Wealth Group, Inc. | 6.87% | Add +5.1% | 691,099 | $18.3M |
| DAVENPORT & Co LLC | 0.09% | Add +32.6% | 689,682 | $18.3M |
| O'Connor Financial Group LLC | 6.39% | Add +170.9% | 680,796 | $18.1M |
| Kozak & Associates, Inc. | 3.12% | Add +5449.3% | 681,232 | $17.9M |
| Castle Wealth Management LLC | 5.24% | Add +3.2% | 667,152 | $17.7M |
| Base Wealth Management LLC | 8.11% | Add +13.1% | 657,199 | $17.4M |
| Flynn Zito Capital Management, LLC | 4.65% | Add +26.5% | 644,671 | $17.1M |
| Financial Futures Ltd Liability Co. | 6.46% | Add +6.0% | 639,399 | $17.0M |
| Beacon Capital Management, Inc. | 0.99% | Add +0.9% | 619,725 | $16.4M |
| IHT Wealth Management, LLC | 0.35% | Reduce -7.2% | 611,946 | $16.2M |
| Fiduciary Financial Advisors | 1.64% | New | 607,691 | $16.1M |
| Northside Capital Management, LLC | 1.30% | Add +0.3% | 599,905 | $15.9M |
| San Luis Wealth Advisors LLC | 2.36% | Add +75.5% | 590,775 | $15.7M |
| Astoria Portfolio Advisors LLC. | 2.60% | Add +21.4% | 578,797 | $15.3M |
| Vise Technologies, Inc. | 0.17% | Add +2901.8% | 575,329 | $15.3M |
| Daymark Wealth Partners, LLC | 0.36% | Add +2.8% | 562,645 | $14.9M |
| Gateway Wealth Partners, LLC | 0.89% | Reduce -46.2% | 558,957 | $14.8M |
| EverSource Wealth Advisors, LLC | 0.50% | Reduce -6.7% | 556,814 | $14.8M |
| Cerity Partners LLC | 0.02% | Add +28.0% | 555,131 | $14.7M |
| CLG LLC | 3.23% | Add +6.4% | 554,611 | $14.7M |
| Copper Harbor Investment Advisors, LLC | 3.10% | — | 552,734 | $14.7M |
| Atria Investments, Inc | 0.14% | Add +4.6% | 544,755 | $14.4M |
| Brookstone Capital Management | 0.14% | Reduce -26.4% | 543,086 | $14.4M |
| ABLE Financial Group, LLC | 2.39% | Add +1.5% | 537,848 | $14.3M |
| Vicus Capital | 0.89% | Add +0.9% | 518,936 | $13.8M |
| Mueller Wealth, LLC | 9.13% | Add +9.2% | 505,932 | $13.4M |
| ERn Financial, LLC | 2.19% | Add +7.4% | 500,101 | $13.3M |
| Avondale Wealth Management | 5.37% | Add +18.9% | 496,901 | $13.2M |
| Stratos Wealth Advisors, LLC | 0.72% | Add +10.7% | 491,098 | $13.0M |
| Kelman-Lazarov, Inc. | 1.70% | Reduce -1.6% | 489,951 | $13.0M |
| Advisor OS, LLC | 0.87% | Add +4.3% | 489,698 | $13.0M |
| MJP Associates Inc. | 1.42% | Add +4.2% | 489,335 | $13.0M |
| Wilkerson Advisory Group LLC | 3.98% | Add +5.7% | 488,746 | $13.0M |
| Grey Ledge Advisors, LLC | 2.60% | Add +3.4% | 487,321 | $12.9M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -7.4% | 477,515 | $12.7M |
| Mid-American Wealth Advisory Group, Inc. | 4.58% | Add +450.8% | 477,497 | $12.7M |
| Vigilare Wealth Management | 3.87% | New | 476,258 | $12.6M |
| Johnson & White Wealth Management, LLC | 4.60% | Add +11.6% | 463,895 | $12.3M |
| Hopwood Nicholas Hunter | 3.36% | Add +15.7% | 461,330 | $12.2M |
| Equitable Holdings, Inc. | 0.07% | Add +9.1% | 451,206 | $12.0M |
| Breakwater Capital Group | 1.43% | Add +5.4% | 449,562 | $11.9M |
| Lake Street Private Wealth, LLC | 1.36% | Reduce -5.1% | 445,882 | $11.8M |
| Pasadena Private Wealth, LLC | 1.51% | Add +6.2% | 444,116 | $11.8M |
| Optimus Capital Advisors, LLC | 6.17% | Add +4.1% | 433,159 | $11.5M |
| Tidal Investments LLC | 0.03% | Add +15.8% | 431,764 | $11.5M |
| White Pine Investment CO | 2.38% | Add +63.5% | 421,294 | $11.2M |
| Selby Wealth Management, LLC | 3.96% | Add +4.5% | 420,915 | $11.2M |
| S.E.E.D. Planning Group LLC | 2.89% | New | 412,929 | $11.0M |
| Lhm, Inc. | 3.73% | Reduce -5.7% | 412,593 | $10.9M |
| WESPAC Advisors SoCal, LLC | 1.94% | Add +5.9% | 408,065 | $10.8M |
| Precision Wealth Strategies, LLC | 3.21% | Reduce -11.4% | 401,260 | $10.6M |
| Fiduciary Alliance LLC | 0.72% | Add +9.6% | 401,140 | $10.6M |
| Avaii Wealth Management, LLC | 3.10% | Add +7.7% | 398,349 | $10.6M |
| Wayfinding Financial, LLC | 3.98% | Add +4.0% | 396,619 | $10.5M |
| Truist Financial Corp. | 0.01% | Add +38.7% | 389,377 | $10.3M |
| Sentinel Pension Advisors, LLC | 1.35% | Add +9.4% | 392,208 | $10.3M |
| Renaissance Technologies | 0.01% | Add +475.9% | 380,100 | $10.1M |
| Richard W. Paul & Associates, LLC | 3.04% | Add +29.6% | 374,816 | $9.9M |
| Hancock Whitney Corp. | 0.16% | Reduce -5.5% | 371,308 | $9.8M |
| J Hagan Capital, Inc. | 4.54% | Add +6.8% | 369,804 | $9.8M |
| Bleakley Financial Group, LLC | 0.12% | Add +3.2% | 364,987 | $9.7M |
| Alexis Investment Partners, LLC | 5.64% | New | 362,977 | $9.7M |
| Private Advisory Group LLC | 0.54% | Add +21.1% | 363,816 | $9.6M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +77.0% | 363,294 | $9.6M |
| Creative Financial Designs Inc. | 0.46% | Add +2585.0% | 362,426 | $9.6M |
| Strata Wealth Advisors, LLC | 2.31% | Add +29.9% | 356,720 | $9.5M |
| PAX Financial Group, LLC | 1.39% | Add +16.9% | 353,346 | $9.4M |
| Means Investment Co., Inc. | 0.70% | Add +69.7% | 347,052 | $9.2M |
| Econ Financial Services Corp | 4.27% | Add +9.3% | 344,963 | $9.1M |
| Founders Financial Alliance, LLC | 1.21% | Add +735.7% | 344,308 | $9.1M |
| Capital Analysts, LLC | 0.21% | Add +57.1% | 343,523 | $9.1M |
| Rollins Financial Advisors, LLC | 1.19% | Reduce -1.0% | 341,376 | $9.1M |
| Exchange Traded Concepts, LLC | 0.04% | Add +8.4% | 339,660 | $9.0M |
| PFG Advisors | 0.45% | Add +12.8% | 337,213 | $8.9M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +10.1% | 336,206 | $8.9M |
| Integrity Investment Advisors, LLC | 3.88% | Add +10.1% | 336,197 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +37.4% | 334,517 | $8.9M |
| Harbour Investments, Inc. | 0.12% | Add +7.1% | 327,937 | $8.7M |
| Great Diamond Partners, LLC | 1.47% | Add +5.6% | 321,748 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.8% | 318,727 | $8.5M |
| Refined Wealth Management | 5.09% | Add +2.4% | 317,941 | $8.4M |
| Brick & Kyle, Associates | 2.78% | No change | 321,772 | $8.4M |
| &partners | 0.03% | Add +6.8% | 311,937 | $8.3M |
| Parr McKnight Wealth Management Group, LLC | 0.98% | Add +7.9% | 311,660 | $8.3M |
| Delta Investment Management, LLC | 1.34% | Reduce -2.9% | 307,572 | $8.2M |
| Sentinel Advisory Group, LLC | 3.29% | New | 303,561 | $8.1M |
| Quadcap Wealth Management, LLC | 0.78% | Add +0.6% | 300,508 | $8.0M |
| Halbert Hargrove Global Advisors, LLC | 0.35% | Add +0.4% | 299,343 | $7.9M |
| LVW Advisors, LLC | 0.69% | Reduce -3.4% | 299,338 | $7.9M |
| ODonnell Financial Services, LLC | 2.31% | Add +12.0% | 295,750 | $7.8M |
| Clearstead Advisors, LLC | 0.07% | Add +9.9% | 294,792 | $7.8M |
| Landmark Wealth Management, LLC | 1.84% | Add +7.2% | 290,580 | $7.7M |
| Arbor Trust Wealth Advisors, LLC | 3.07% | Add +11.5% | 286,937 | $7.6M |
| Coastal Bridge Advisors, LLC | 0.47% | Add +7.9% | 286,156 | $7.6M |
| J.W. Cole Advisors, Inc. | 0.13% | New | 283,760 | $7.5M |
| Dakota Wealth Management | 0.14% | Reduce -9.8% | 282,691 | $7.5M |
| Argo Wealth Advisory, LLC | 4.13% | Add +8.2% | 282,413 | $7.5M |
| Wagner Wealth Management, Corp | 5.98% | Add +7.0% | 279,015 | $7.4M |
| Hedeker Wealth, LLC | 1.41% | Reduce -9.4% | 277,901 | $7.4M |
| Security Financial Services, INC. | 1.01% | Reduce -4.4% | 273,533 | $7.3M |
| Natixis Advisors, LLC | 0.01% | Add +76.6% | 273,513 | $7.3M |
| Weaver Consulting Group | 1.48% | Add +58.7% | 272,547 | $7.2M |
| VestGen Advisors, LLC | 0.21% | Add +0.6% | 272,129 | $7.2M |
| CarsonAllaria Wealth Management, Ltd. | 3.13% | Add +10.7% | 272,041 | $7.2M |
| Hobbs Group Advisors, LLC | 1.89% | Add +39.5% | 271,562 | $7.2M |
| J. Mark Nickell & Co. | 5.73% | Add +8.4% | 271,036 | $7.2M |
| LifeGoal Investments, LLC | 3.25% | Add +1.1% | 267,867 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +12.9% | 266,935 | $7.1M |
| Eldridge Investment Advisors, Inc. | 1.39% | Add +120.8% | 264,586 | $7.0M |
| Sharpepoint LLC | 3.51% | Add +9.5% | 264,513 | $7.0M |
| Asset Advisory Group, Inc. | 3.06% | Add +4.0% | 264,308 | $7.0M |
| NewEdge Wealth, LLC | 0.07% | Add +51.1% | 263,002 | $7.0M |
| Redhawk Wealth Advisors, Inc. | 0.68% | Reduce -3.5% | 261,211 | $6.9M |
| Gotham Asset Management | 0.02% | Add +123.6% | 260,520 | $6.9M |
| WNY Asset Management, LLC | 0.60% | Add +21.9% | 254,684 | $6.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +35.6% | 250,100 | $6.6M |
| BCGM Wealth Management, LLC | 1.40% | New | 249,054 | $6.6M |
| Geneos Wealth Management Inc. | 0.13% | Add +4.9% | 247,423 | $6.6M |
| Williams & Novak, LLC | 4.29% | Add +8.5% | 241,985 | $6.4M |
| Oak Wealth Advisors LLC | 3.06% | Add +28.8% | 240,569 | $6.4M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +104.1% | 240,348 | $6.4M |
| Vermillion & White Wealth Management Group, LLC | 3.12% | Add +7.7% | 231,757 | $6.2M |
| Centerpoint Advisory Group | 3.88% | Add +6.2% | 231,003 | $6.1M |
| Kintra Wealth, LLC | 0.32% | New | 232,941 | $6.1M |
| AQR Capital Management | 0.00% | Add +82.1% | 230,160 | $6.1M |
| Brighton Jones LLC | 0.11% | Add +703.5% | 224,624 | $6.0M |
| PMG Wealth Management, Inc. | 3.62% | Add +7.8% | 221,881 | $5.9M |
| Overbrook Management Corp | 0.88% | New | 219,545 | $5.8M |
| Brookwood Investment Group LLC | 0.67% | Reduce -1.5% | 217,793 | $5.8M |
| Walkner Condon Financial Advisors LLC | 0.66% | Add +4.3% | 217,107 | $5.8M |
| Foundry Financial LLC | 1.94% | Add +20.4% | 216,643 | $5.7M |
| AJ Advisors, LLC | 1.78% | Add +4.5% | 216,205 | $5.7M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +103.8% | 216,017 | $5.7M |
| Matrix Private Capital Group LLC | 2.48% | Add +6.1% | 215,428 | $5.7M |
| Linscomb Wealth, Inc. | 0.25% | Add +277.2% | 215,346 | $5.7M |
| Cherrydale Wealth Management, LLC | 1.49% | Add +5.9% | 214,006 | $5.7M |
| Jane Street Group, LLC | 0.00% | Reduce -93.0% | 211,097 | $5.6M |
| USAdvisors Wealth Management, LLC | 1.60% | Reduce -3.8% | 210,862 | $5.6M |
| Jeter Robert S II | 5.30% | Add +2.8% | 210,374 | $5.5M |
| Centaurus Financial, Inc. | 0.21% | Add +0.4% | 208,153 | $5.5M |
| Western Wealth Management, LLC | 0.18% | Add +18.5% | 205,245 | $5.4M |
| Catalyst Investment Management LLC | 4.90% | Add +15.3% | 203,817 | $5.4M |
| SlateStone Wealth, LLC | 0.41% | Add +2.3% | 202,700 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +97.3% | 202,407 | $5.4M |
| Pinnacle Financial Group, LLC / IL | 1.29% | Add +5.0% | 199,833 | $5.3M |
| IAG Wealth Partners, LLC | 0.52% | Add +8.5% | 198,523 | $5.3M |
| Keating Financial Advisory Services, Inc. | 0.69% | Add +26248.5% | 198,141 | $5.3M |
| Palouse Capital Management, Inc. | 3.47% | Add +22.8% | 197,177 | $5.2M |
| AdvisorNet Financial, Inc | 0.24% | Add +13.7% | 196,585 | $5.2M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +175.3% | 192,820 | $5.1M |
| Apollon Financial, LLC | 0.60% | Add +3.7% | 192,669 | $5.1M |
| Merit Financial Group, LLC | 0.03% | Add +20.8% | 191,881 | $5.1M |
| RiverTree Advisors, LLC | 3.00% | Reduce -7.3% | 191,819 | $5.1M |
| Denver Wealth Management, Inc. | 1.46% | New | 191,761 | $5.1M |
| Cary Street Partners Investment Advisory LLC | 1.02% | Add +64.1% | 190,708 | $5.1M |
| Destiny Wealth Partners, LLC | 0.71% | Reduce -39.4% | 192,418 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +33.6% | 186,106 | $4.9M |
| Independent Solutions Wealth Management, LLC | 0.63% | New | 183,119 | $4.9M |
| Tennessee Valley Asset Management Partners | 0.53% | Add +3.7% | 182,431 | $4.8M |
| Flow Traders U.S. LLC | 0.20% | Add +2045.9% | 181,157 | $4.8M |
| OmniStar Financial Group, Inc. | 2.20% | Add +7.8% | 180,282 | $4.8M |
| Wealth Enhancement Trust Services, Inc. | 0.52% | Add +70.0% | 176,669 | $4.7M |
| Mayfair Advisory Group, LLC | 1.39% | Add +10.6% | 177,129 | $4.6M |
| Money Concepts Capital Corp. | 0.21% | Add +94.7% | 174,004 | $4.6M |
| Parallel Advisors, LLC | 0.07% | Add +1.7% | 173,854 | $4.6M |
| Prasad Wealth Partners, LLC | 1.11% | Add +4.4% | 173,521 | $4.6M |
| Retirement Guys Formula LLC | 1.68% | New | 167,989 | $4.5M |
| NavPoint Financial, Inc. | 1.65% | Add +15.4% | 167,626 | $4.4M |
| Smith, Moore & Co. | 0.29% | Reduce -71.6% | 167,347 | $4.4M |
| Bank of Montreal | 0.00% | Add +30.7% | 158,232 | $4.2M |
| Legacy Capital Group California, Inc. | 1.26% | Add +7.7% | 157,121 | $4.2M |
| Fifth Third Bancorp | 0.01% | Add +24.9% | 156,728 | $4.2M |
| SteelPeak Wealth, LLC | 0.11% | Add +21.7% | 156,272 | $4.1M |
| Investment Partners Asset Management, Inc. | 2.31% | Add +1.7% | 156,057 | $4.1M |
| PKS Advisory Services, LLC | 0.65% | Add +0.4% | 153,927 | $4.1M |
| StoneCrest Wealth Management, Inc. | 1.29% | Reduce -0.6% | 151,897 | $4.0M |
| John W. Brooker & Co., CPAs | 4.86% | Add +55.2% | 151,602 | $4.0M |
| Stonebridge Financial Planning Group, LLC | 1.23% | Add +156.5% | 145,012 | $3.8M |
| BAM Wealth Management, LLC | 2.39% | Add +3.4% | 144,027 | $3.8M |
| Intelligence Driven Advisers, LLC | 0.62% | Add +2.3% | 143,209 | $3.8M |
| Inspirion Wealth Advisors, LLC | 0.43% | Add +17.2% | 143,598 | $3.8M |
| Noble Wealth Management PBC | 1.72% | Reduce -9.6% | 142,235 | $3.8M |
| Tranquilli Financial Advisor LLC | 1.99% | Add +37.3% | 139,690 | $3.7M |
| White & Co Financial Planning Inc | 2.29% | Add +8.1% | 139,566 | $3.7M |
| FAS Wealth Partners, Inc. | 0.19% | New | 138,434 | $3.7M |
| Golden State Wealth Management, LLC | 0.33% | Add +40.4% | 138,057 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Reduce -51.1% | 137,968 | $3.7M |
| GSG Advisors LLC | 0.81% | Add +14.9% | 137,915 | $3.7M |
| Trek Financial, LLC | 0.18% | Reduce -4.1% | 137,509 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.13% | Add +9.8% | 134,761 | $3.6M |
| Quad-Cities Investment Group, LLC | 1.28% | Add +166.5% | 134,281 | $3.6M |
| Composition Wealth, LLC | 0.04% | Reduce -4.1% | 131,126 | $3.5M |
| JMG Financial Group, Ltd. | 0.08% | New | 130,388 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +147.7% | 221,617 | $3.4M |
| RMR Wealth Builders | 0.21% | Add +15.0% | 129,298 | $3.4M |
| Cibc World Market Inc. | 0.01% | Add +6.1% | 129,082 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +40.8% | 128,536 | $3.4M |
| Fiduciary Trust Co | 0.04% | Add +20.4% | 128,394 | $3.4M |
| Sprinkle Financial Consultants LLC | 1.32% | Add +12.4% | 127,113 | $3.4M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -58.9% | 126,593 | $3.4M |
| Slagle Financial, LLC | 0.99% | Add +16.6% | 124,463 | $3.3M |
| Advisortrust Partners, LLC | 1.10% | Add +90.5% | 121,608 | $3.2M |
| Schuylkill Financial LLC | 2.97% | — | 121,061 | $3.2M |
| Wealth Advisors of Iowa, LLC | 0.87% | Add +0.1% | 120,718 | $3.2M |
| Elevated Capital Advisors, LLC | 0.88% | Reduce -3.5% | 120,324 | $3.2M |
| Centennial Wealth Advisory LLC | 0.68% | Add +0.7% | 119,269 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +4.1% | 118,389 | $3.1M |
| Autumn Glory Partners, LLC | 0.88% | Add +17.8% | 117,499 | $3.1M |
| Sovereign Financial Group, Inc. | 0.47% | Reduce -2.0% | 115,903 | $3.1M |
| Liberty One Investment Management, LLC | 0.31% | Add +9.3% | 115,274 | $3.1M |
| Mission Wealth Management, LP | 0.04% | Add +61.9% | 115,096 | $3.1M |
| Taylor & Morgan Wealth Management, LLC | 1.45% | Add +0.3% | 110,942 | $2.9M |
| Wisconsin Wealth Advisors, LLC | 2.51% | Add +2.1% | 110,272 | $2.9M |
| Puff Wealth Management, LLC | 2.93% | — | 108,323 | $2.9M |
| Arax Advisory Partners | 0.02% | Add +5029.1% | 107,505 | $2.9M |
| Foundry Financial Group, Inc. | 1.22% | Add +10.3% | 106,736 | $2.8M |
| Mosaic Financial Group, LLC | 1.74% | Add +3.2% | 102,614 | $2.7M |
| Savvy Advisors, Inc. | 0.06% | Add +13.1% | 102,406 | $2.7M |
| Beacon Financial Advisory LLC | 0.53% | Add +21.4% | 101,477 | $2.7M |
| Iams Wealth Management, LLC | 0.81% | Reduce -2.7% | 101,249 | $2.7M |
| AssuredPartners Investment Advisors, LLC | 0.26% | Add +0.6% | 99,592 | $2.6M |
| Oregon Pacific Wealth Management, LLC | 2.47% | Add +1.6% | 99,391 | $2.6M |
| Sittner & Nelson, LLC | 0.82% | Add +102.3% | 98,845 | $2.6M |
| Ehrlich Financial Group | 1.34% | Add +1.7% | 98,602 | $2.6M |
| Savant Capital, LLC | 0.01% | Add +1041.2% | 98,545 | $2.6M |
| Trademark Financial Management, LLC | 1.06% | Reduce -28.6% | 97,346 | $2.6M |
| OneAscent Financial Services LLC | 0.12% | Add +38.4% | 96,616 | $2.6M |
| Newman Dignan & Sheerar, Inc. | 0.48% | Add +5.0% | 94,926 | $2.5M |
| First Citizens Financial Corp | 1.05% | Add +17.2% | 94,410 | $2.5M |
| Peoples Bank | 1.28% | Add +27.1% | 94,036 | $2.5M |
| Bluesphere Advisors LLC | 0.76% | Reduce -2.2% | 92,283 | $2.4M |
| Daybright Advisory Services, Inc. | 0.57% | Reduce -2.0% | 91,632 | $2.4M |
| First PREMIER Bank | 0.38% | Add +197.9% | 89,538 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +57.7% | 89,475 | $2.4M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -2.1% | 87,640 | $2.3M |
| Schwallier Wealth Management LLC | 1.47% | Reduce -19.7% | 87,637 | $2.3M |
| Beacon Financial Planning, Inc. | 0.78% | Add +1.6% | 86,911 | $2.3M |
| True Wealth Design, LLC | 0.55% | Add +17.3% | 86,721 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.42% | Reduce -12.8% | 86,168 | $2.3M |
| Global Retirement Partners, LLC | 0.03% | — | 86,104 | $2.3M |
| Arwa LLC | 0.95% | Add +18.8% | 86,690 | $2.3M |
| L & S Advisors Inc | 0.24% | Add +7.6% | 85,999 | $2.3M |
| RMR Capital Management, LLC | 1.53% | Add +17.8% | 84,032 | $2.2M |
| Integrity Wealth Solutions LLC | 0.82% | Add +5.0% | 83,884 | $2.2M |
| Impact Partnership Wealth, LLC | 0.22% | Add +33.2% | 83,593 | $2.2M |
| Argent Trust Co | 0.06% | Add +1.9% | 82,482 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.19% | Reduce -13.8% | 80,457 | $2.1M |
| Soltis Investment Advisors LLC | 0.12% | New | 80,334 | $2.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +558.3% | 79,427 | $2.1M |
| Sunpointe, LLC | 0.60% | Add +11.1% | 79,223 | $2.1M |
| Cozad Asset Management Inc. | 0.14% | Add +5.3% | 79,189 | $2.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -2.8% | 78,875 | $2.1M |
| Immaculate Wealth Management LLC | 14.01% | Reduce -2.1% | 78,031 | $2.1M |
| Menard Financial Group LLC | 1.12% | Reduce -14.1% | 77,559 | $2.1M |
| Milestone Asset Management, LLC | 0.32% | Add +0.2% | 76,745 | $2.0M |
| Hyposwiss Advisors SA | 1.93% | No change | 76,635 | $2.0M |
| Banque Pictet & Cie SA | 0.02% | No change | 75,580 | $2.0M |
| Altfest L J & Co. Inc. | 0.19% | Add +8.2% | 75,368 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -9.3% | 74,899 | $2.0M |
| Riverbend Wealth Management, LLC | 1.00% | Reduce -12.1% | 74,226 | $2.0M |
| Hilltop Holdings Inc. | 0.15% | Add +6.6% | 71,583 | $1.9M |
| Bfsg, LLC | 0.17% | Add +44.6% | 70,232 | $1.9M |
| Financial Planning Hawaii, Inc. | 0.99% | Add +5.3% | 69,645 | $1.8M |
| Worth Asset Management, LLC | 0.58% | Reduce -6.6% | 68,781 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.5% | 68,725 | $1.8M |
| Capital Advisors Wealth Management, LLC | 0.21% | Add +19.7% | 68,572 | $1.8M |
| Quartz Partners, LLC | 0.59% | Add +27.2% | 68,327 | $1.8M |
| CGC Financial Services, LLC | 0.40% | Add +31.4% | 67,768 | $1.8M |
| BHK Investment Advisors, LLC | 0.53% | Add +12.9% | 66,880 | $1.8M |
| MBL Wealth, LLC | 0.12% | Reduce -40.8% | 65,055 | $1.7M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +6.6% | 63,800 | $1.7M |
| Secured Retirement Advisors, LLC | 0.87% | Add +37.3% | 63,799 | $1.7M |
| MW Advisory, LLC | 0.67% | — | 63,647 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +1.4% | 62,571 | $1.7M |
| Element Wealth, LLC | 0.62% | Add +2.4% | 61,775 | $1.6M |
| Smartleaf Asset Management LLC | 0.05% | No change | 61,382 | $1.6M |
| Summit Investment Advisory Services, LLC | 0.41% | Add +9.3% | 61,379 | $1.6M |
| Parsons Capital Management Inc. | 0.07% | Add +26.2% | 60,251 | $1.6M |
| Providence First Trust Co | 0.44% | New | 59,980 | $1.6M |
| Signal Advisors Wealth, LLC | 0.08% | Add +79.6% | 59,683 | $1.6M |
| Ergawealth Advisors, Inc. | 0.61% | Reduce -0.3% | 58,777 | $1.6M |
| RDA Financial Network | 0.33% | Add +10.6% | 57,331 | $1.5M |
| Kercheville Advisors, LLC | 0.46% | Add +1.2% | 57,030 | $1.5M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -35.8% | 56,845 | $1.5M |
| Byrne Financial Freedom, LLC | 0.59% | Add +2.6% | 56,623 | $1.5M |
| SFG Wealth Management, LLC. | 0.54% | Add +575.4% | 56,554 | $1.5M |
| Evergreen Wealth Partners LLC | 0.90% | Add +5.3% | 56,341 | $1.5M |
| S&A Financial Services, Inc. | 0.89% | Add +10.4% | 54,851 | $1.5M |
| FreeGulliver LLC | 0.51% | Add +0.9% | 54,624 | $1.4M |
| CRA Financial Services, LLC | 0.17% | Add +3.3% | 54,537 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.67% | Add +40.5% | 54,431 | $1.4M |
| Opus Financial Solutions LLC | 1.13% | Add +8.4% | 52,908 | $1.4M |
| Apella Capital, LLC | 0.02% | Add +23.0% | 52,458 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Add +94.8% | 51,877 | $1.4M |
| WESPAC Advisors, LLC | 0.65% | Add +0.5% | 50,169 | $1.3M |
| ORBA Wealth Advisors, L.L.C. | 1.13% | Reduce -8.0% | 49,966 | $1.3M |
| Ruggaard & Associates LLC | 0.47% | Add +17.5% | 49,472 | $1.3M |
| Arbor Capital Management Inc. | 1.27% | Reduce -16.1% | 49,386 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.5% | 49,029 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Add +10.8% | 47,455 | $1.3M |
| Crusonia Wealth Advisors LLC | 0.20% | Add +55.8% | 46,853 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Add +19.4% | 46,822 | $1.2M |
| Titleist Asset Management, LLC | 0.08% | Reduce -9.7% | 46,538 | $1.2M |
| Buck Wealth Strategies, LLC | 0.13% | Add +8.5% | 46,410 | $1.2M |
| SouthState Bank Corp | 0.05% | Add +3.0% | 44,721 | $1.2M |
| Lodestone Wealth Management LLC | 0.41% | Reduce -17.6% | 44,077 | $1.2M |
| WestHill Financial Advisors, Inc. | 0.20% | Add +0.1% | 44,051 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -26.1% | 44,020 | $1.2M |
| Investment Advisory Group, LLC | 0.25% | Add +11.1% | 43,994 | $1.2M |
| Tectonic Advisors LLC | 0.06% | Add +16.5% | 43,642 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.44% | Add +8.4% | 43,606 | $1.2M |
| New Wave Wealth Advisors LLC | 0.31% | Add +335.6% | 43,118 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Add +129.6% | 42,981 | $1.1M |
| Resurgent Financial Advisors LLC | 0.32% | Add +4.3% | 42,818 | $1.1M |
| Thrive Wealth Management, LLC | 0.15% | Add +14.6% | 42,549 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +33.9% | 42,308 | $1.1M |
| Gallacher Capital Management LLC | 0.62% | Reduce -17.2% | 41,658 | $1.1M |
| HBW Advisory Services LLC | 0.10% | Add +5.7% | 41,642 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.09% | Add +349.8% | 41,414 | $1.1M |
| Roger Wittlin Investment Advisory, LLC | 0.85% | Add +1.4% | 40,920 | $1.1M |
| M Holdings Securities, Inc. | 0.14% | Reduce -3.1% | 39,820 | $1.1M |
| Oxinas Partners, LLC | 0.42% | Reduce -7.1% | 39,717 | $1.1M |
| Advisory Advocates, LLC | 0.89% | Add +23.2% | 38,939 | $1.0M |
| Lionsbridge Wealth Management LLC | 1.00% | Reduce -4.3% | 38,368 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +2.8% | 37,529 | $995K |
| Private Trust Co. NA | 0.08% | Add +34.7% | 37,111 | $984K |
| Flagship Wealth Advisors, LLC | 0.22% | New | 36,814 | $976K |
| Magnolia Capital Advisors LLC | 0.16% | Add +61.9% | 35,993 | $955K |
| Peterson Wealth Advisors, LLC | 0.11% | Add +8.5% | 35,791 | $949K |
| Glen Eagle Advisors, LLC | 0.12% | Add +9.3% | 35,679 | $946K |
| National Bank of Canada | 0.00% | Add +66.5% | 35,312 | $936K |
| Walter & Keenan Wealth Management LLC /in/ | 0.23% | Add +21.3% | 35,155 | $932K |
| IFP Advisors, Inc | 0.02% | Reduce -9.8% | 35,073 | $930K |
| Boyce & Associates Wealth Consulting, Inc. | 0.62% | Add +0.2% | 33,783 | $896K |
| Essex Bank | 0.19% | Add +6.7% | 33,776 | $896K |
| Axxcess Wealth Management, LLC | 0.01% | New | 33,397 | $886K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.4% | 32,850 | $871K |
| Beacon Capital Management, LLC | 0.13% | Add +15.4% | 32,710 | $867K |
| Fortis Group Advisors, LLC | 0.14% | No change | 31,856 | $845K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | Add +0.0% | 31,315 | $830K |
| Silverlake Wealth Management LLC | 0.16% | Add +3.0% | 31,066 | $824K |
| Everhart Financial Group, Inc. | 0.05% | Add +173.3% | 30,836 | $818K |
| Perissos Private Wealth Management, LLC | 0.55% | Add +42.4% | 30,790 | $817K |
| Financial Insights, Inc. | 0.22% | Add +0.1% | 30,632 | $812K |
| Valmark Advisers, Inc. | 0.01% | Add +29.3% | 30,630 | $812K |
| Latitude Advisors, LLC | 0.32% | Add +12.4% | 30,549 | $810K |
| Beckerman Institutional, LLC | 0.38% | No change | 30,350 | $805K |
| Sigma Planning Corp | 0.02% | Add +18.1% | 29,802 | $790K |
| World Investment Advisors | 0.01% | No change | 29,878 | $783K |
| Objective Capital Management, LLC | 0.69% | Reduce -16.4% | 29,101 | $772K |
| XY Planning Network, Inc. | 0.10% | No change | 28,999 | $769K |
| Ameriflex Group, Inc. | 0.31% | Reduce -39.0% | 28,979 | $769K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.28% | Add +52.3% | 28,761 | $763K |
| HB Wealth Management, LLC | 0.00% | Add +0.3% | 28,621 | $759K |
| Essential Investment Partners LLC | 0.60% | Add +91.3% | 28,110 | $745K |
| Richard P Slaughter Associates Inc | 0.15% | Add +1.7% | 27,765 | $736K |
| Jessup Wealth Management, Inc | 0.22% | Reduce -1.7% | 27,585 | $732K |
| Strategic Blueprint, LLC | 0.04% | Add +10.1% | 27,374 | $726K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +5.8% | 27,274 | $723K |
| Lloyd Advisory Services, LLC. | 0.28% | Add +3189.2% | 27,169 | $721K |
| Emergent Wealth Advisors, LLC | 0.37% | Add +15.3% | 27,062 | $718K |
| Studio Investment Management LLC | 0.12% | Add +35.0% | 26,867 | $713K |
| Argyle Capital Partners, LLC | 0.45% | Add +48.0% | 26,663 | $707K |
| Timmons Wealth Management, LLC | 0.51% | Add +156.8% | 26,317 | $698K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +2.3% | 26,256 | $696K |
| Concord Wealth Partners | 0.08% | Add +11.7% | 26,181 | $694K |
| Compound Planning, Inc. | 0.02% | Add +72.9% | 26,021 | $690K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -29.8% | 26,274 | $684K |
| J. M. Brown & Associates Inc. | 0.39% | — | 25,796 | $684K |
| GatePass Capital, LLC | 0.26% | New | 25,503 | $676K |
| William John Sempolinski | 0.27% | Reduce -30.3% | 25,500 | $676K |
| Maimon Wealth Management LTD. | 0.51% | Add +11.7% | 24,900 | $660K |
| TD Capital Management LLC | 0.05% | Add +9.9% | 24,790 | $657K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +16.1% | 24,697 | $655K |
| Simon Quick Advisors, LLC | 0.03% | Add +1.4% | 24,647 | $654K |
| Level Four Advisory Services, LLC | 0.02% | Add +51.2% | 24,603 | $652K |
| Choreo, LLC | 0.01% | No change | 24,389 | $647K |
| MSH Capital Advisors LLC | 0.11% | Reduce -2.2% | 24,369 | $646K |
| StoneX Group Inc. | 0.03% | Add +23.3% | 24,283 | $644K |
| Asset One Wealth Management LLC | 0.07% | Add +77.1% | 23,924 | $630K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 23,752 | $630K |
| Winthrop Advisory Group LLC | 0.04% | Add +112.6% | 23,530 | $624K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +23.8% | 23,472 | $624K |
| Peak Asset Management, LLC | 0.09% | Add +6.2% | 23,272 | $617K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.7% | 23,194 | $615K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -9.9% | 22,955 | $609K |
| Arrowroot Family Office, LLC | 0.17% | Reduce -18.2% | 22,894 | $607K |
| Meadowbrook Advisors Group, LLC | 0.32% | New | 22,845 | $606K |
| Clarity Asset Management, Inc. | 0.30% | Reduce -7.0% | 22,820 | $605K |
| Decision Investments, Inc. | 0.55% | Reduce -1.6% | 22,640 | $600K |
| LiftPoint Family Wealth Advisors LLC | 0.41% | Add +4.5% | 22,600 | $599K |
| Nautilus Advisors LLC | 0.35% | Reduce -50.5% | 22,672 | $596K |
| Security National Bank of So Dak | 0.27% | New | 22,389 | $594K |
| 4WEALTH Advisors, Inc. | 0.46% | New | 22,295 | $593K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.3% | 22,021 | $584K |
| Advisor Resource Council | 0.19% | Add +55.0% | 22,013 | $582K |
| Shelton Capital Management | 0.01% | Reduce -1.1% | 21,724 | $576K |
| Thrivent Financial for Lutherans | 0.00% | Add +64.3% | 21,555 | $572K |
| Hilltop Partners LLC | 0.14% | Add +56.6% | 21,507 | $570K |
| Channel Wealth LLC | 0.13% | Reduce -0.9% | 21,292 | $565K |
| Mercer Global Advisors Inc. | 0.00% | Add +40.2% | 21,246 | $563K |
| CVFG LLC | 0.06% | Add +8.9% | 21,237 | $563K |
| Stage Harbor Financial, LLC | 0.32% | No change | 21,124 | $560K |
| Betterment LLC | 0.00% | Add +79.7% | 20,585 | $546K |
| Colton Groome Financial Advisors, LLC | 0.13% | Add +36.7% | 20,030 | $531K |
| Summa Corp. | 0.17% | No change | 20,000 | $530K |
| Independent Wealth Network Inc. | 0.13% | Reduce -0.5% | 19,296 | $512K |
| Swisher Financial Concepts, Inc. | 0.32% | Reduce -11.9% | 19,284 | $511K |
| Security National Bank of Sioux City Iowa | 0.21% | New | 19,281 | $511K |
| William Mack & Associates, Inc. | 0.18% | New | 19,238 | $510K |
| Register Financial Advisors LLC | 0.15% | Add +32.7% | 18,957 | $503K |
| Horizon Wealth Management, LLC | 0.06% | Reduce -59.1% | 18,819 | $499K |
| OakTrust Wealth Advisors, LLC | 0.43% | Add +4.8% | 18,777 | $498K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 18,712 | $496K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -19.8% | 18,629 | $494K |
| LWM Advisory Services, LLC | 0.86% | New | 18,235 | $484K |
| IFG Advisory, LLC | 0.02% | New | 18,233 | $484K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -12.9% | 18,047 | $479K |
| GFS Advisors, LLC | 0.05% | New | 7,375 | $476K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -61.4% | 17,744 | $471K |
| E6 Portfolios, LLC | 0.37% | New | 17,545 | $465K |
| Bison Wealth, LLC | 0.04% | No change | 17,592 | $465K |
| Diversified Portfolios, Inc. | 0.03% | No change | 17,432 | $462K |
| ACT Advisors, LLC. | 0.15% | Reduce -29.2% | 17,398 | $461K |
| Authentikos Wealth Advisory, LLC | 0.29% | Add +0.6% | 17,334 | $460K |
| Barnes Pettey Financial Advisors, LLC | 0.14% | Add +4.6% | 17,238 | $457K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +5.7% | 17,214 | $457K |
| Constant Guidance Financial LLC | 0.28% | Reduce -27.1% | 16,855 | $447K |
| Creative Planning | 0.00% | Reduce -14.7% | 16,468 | $437K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +7.0% | 16,413 | $435K |
| Proficio Capital Partners LLC | 0.02% | Reduce -98.5% | 16,325 | $433K |
| Roundview Capital LLC | 0.02% | Add +16.9% | 16,184 | $429K |
| Allworth Financial LP | 0.00% | Add +5.7% | 16,091 | $427K |
| Regions Financial Corp. | 0.00% | New | 16,042 | $425K |
| Scotia Capital Inc. | 0.00% | Add +8.3% | 15,761 | $418K |
| GGM Financial LLC | 0.16% | Add +225.8% | 15,744 | $418K |
| Wedbush Securities Inc. | 0.01% | Add +0.4% | 15,343 | $407K |
| Anchor Investment Management, LLC | 0.03% | New | 15,307 | $406K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +534.4% | 15,187 | $403K |
| Thayer Financial, L.L.C. | 0.36% | Add +0.0% | 14,878 | $395K |
| Crown Wealth Group, LLC | 0.10% | Reduce -64.6% | 14,517 | $385K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -11.0% | 14,286 | $379K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -39.0% | 14,258 | $378K |
| Focus Financial Network, Inc. | 0.01% | Reduce -44.0% | 14,228 | $377K |
| Commerce Bank | 0.00% | New | 14,094 | $374K |
| Tempus Wealth Planning, LLC | 0.07% | New | 13,998 | $371K |
| Planning Strategies Inc. | 0.23% | — | 13,911 | $369K |
| Advisory Services Network, LLC | 0.00% | Add +62.0% | 13,899 | $369K |
| Sowa Financial Group, Inc. | 0.17% | New | 13,844 | $367K |
| Equitable Trust Co. | 0.01% | New | 13,235 | $351K |
| United Advisor Group, LLC | 0.04% | Add +7.5% | 12,967 | $344K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -29.2% | 12,934 | $343K |
| Safeguard Investment Advisory Group, LLC | 0.08% | New | 12,908 | $342K |
| Yukon Wealth Management, Inc. | 0.10% | New | 12,592 | $334K |
| MidAtlantic Capital Management, Inc. | 0.21% | Add +33.5% | 12,455 | $330K |
| Moneco Advisors, LLC | 0.02% | Add +28.6% | 12,412 | $329K |
| FMR LLC | 0.00% | Add +343.4% | 12,241 | $325K |
| Boomfish Wealth Group, LLC | 0.15% | New | 12,068 | $320K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 11,956 | $317K |
| Benedict Financial Advisors Inc. | 0.06% | No change | 11,945 | $317K |
| First Foundation Advisors | 0.01% | No change | 11,939 | $317K |
| CENTRAL TRUST Co | 0.01% | New | 11,786 | $313K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.6% | 11,916 | $312K |
| Westmount Partners, LLC | 0.07% | Reduce -5.7% | 11,681 | $310K |
| Bci Securities, Inc. | 2.63% | Reduce -9.6% | 11,505 | $305K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 11,421 | $303K |
| Hershey Financial Advisers, LLC | 0.21% | Add +0.4% | 11,195 | $297K |
| Birchwood Financial Partners, Inc. | 0.24% | Add +106.1% | 11,079 | $294K |
| Cura Wealth Advisors, LLC | 0.12% | New | 10,989 | $291K |
| Ballew Advisors, Inc | 0.15% | New | 10,986 | $290K |
| Raleigh Capital Management Inc. | 0.09% | Reduce -11.7% | 10,717 | $284K |
| MBA Advisors LLC | 0.10% | Add +15.4% | 10,665 | $283K |
| Chicago Partners Investment Group LLC | 0.01% | New | 10,802 | $282K |
| Axis Wealth Partners, LLC | 0.13% | New | 10,554 | $280K |
| Nalls Sherbakoff Group, LLC | 0.20% | Add +0.3% | 10,536 | $279K |
| Anchor Capital Advisors LLC | 0.01% | New | 10,490 | $278K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +1.9% | 10,329 | $274K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 9,871 | $262K |
| Retireful, LLC | 0.24% | New | 9,801 | $260K |
| Goldstein Advisors, LLC | 0.02% | Add +1.5% | 9,732 | $258K |
| Sovran Advisors, LLC | 0.02% | Reduce -13.5% | 9,715 | $254K |
| Acorn Wealth Advisors, LLC | 0.06% | No change | 9,539 | $253K |
| Avantax Planning Partners, Inc. | 0.01% | New | 9,522 | $253K |
| Oak Grove Capital LLC | 0.02% | No change | 9,500 | $252K |
| Narus Financial Partners, LLC | 0.06% | New | 9,350 | $248K |
| Lido Advisors, LLC | 0.00% | Reduce -4.8% | 9,308 | $247K |
| XML Financial, LLC | 0.02% | Add +14.6% | 8,985 | $238K |
| Scarborough Advisors, LLC | 0.03% | New | 8,822 | $233K |
| Legacy Capital Wealth Partners, LLC | 0.04% | Reduce -63.7% | 8,708 | $231K |
| Compass Financial Management LLC | 0.03% | — | 8,676 | $228K |
| Howard Bailey Securities, LLC | 0.08% | Add +3.6% | 8,533 | $226K |
| Cape Investment Advisory, Inc. | 0.06% | Add +4.6% | 8,372 | $222K |
| Verus Capital Partners, LLC | 0.01% | No change | 8,339 | $221K |
| Wealthedge Investment Advisors, LLC | 0.08% | New | 8,336 | $221K |
| Stephens Inc. | 0.00% | New | 8,275 | $219K |
| PW Nova Financial Services LLC | 0.04% | Reduce -2.5% | 7,800 | $207K |
| Clayton Financial Group LLC | 0.11% | No change | 7,680 | $204K |
| Ferguson Shapiro LLC | 0.06% | New | 7,622 | $202K |
| Stonebridge Financial Group, LLC | 0.03% | — | 7,544 | $200K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.5% | 6,282 | $167K |
| Regatta Research & Money Management | 0.15% | — | 5,984 | $159K |
| Dunhill Financial, LLC | 0.03% | Add +0.2% | 5,119 | $136K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 4,832 | $128K |
| Signature Equity Partners, LLC | 0.05% | Add +34.1% | 4,506 | $119K |
| Colonial Trust Co / SC | 0.01% | No change | 3,800 | $101K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,794 | $101K |
| US Bancorp \de | 0.00% | Reduce -49.2% | 3,548 | $94K |
| Tounjian Advisory Partners, LLC | 0.04% | Reduce -94.4% | 3,378 | $90K |
| PNC Financial Services Group, Inc. | 0.00% | Add +120.0% | 3,300 | $88K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 3,037 | $81K |
| Centerpoint Advisors, LLC | 0.02% | New | 2,794 | $74K |
| Innovative Asset Advisors Group, LLC | 0.03% | New | 2,719 | $72K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,571 | $68K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,528 | $67K |
| Eastern Bank | 0.00% | No change | 2,511 | $67K |
| MTM Investment Management, LLC | 0.02% | No change | 2,265 | $60K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 1,890 | $50K |
| Essential Partners LLC | 0.02% | New | 1,889 | $50K |
| Harborfront Financial Group LLC | 0.17% | — | 1,734 | $46K |
| Allianz Asset Management GmbH | 0.00% | Add +28.8% | 1,560 | $41K |
| Franklin Resources Inc. | 0.00% | New | 1,516 | $40K |
| StrongBox Wealth, LLC | 0.01% | New | 1,515 | $40K |
| SYM FINANCIAL Corp | 0.00% | New | 1,474 | $39K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 1,445 | $38K |
| Manchester Capital Management LLC | 0.00% | Reduce -94.9% | 1,357 | $36K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,300 | $34K |
| Ancora Advisors LLC | 0.00% | New | 1,278 | $34K |
| Westside Investment Management, Inc. | 0.00% | New | 1,250 | $33K |
| Mather Group, Llc. | 0.00% | No change | 1,177 | $31K |
| Networth Advisors, LLC | 0.02% | Add +19.8% | 1,149 | $30K |
| Global Trust Asset Management, LLC | 0.01% | No change | 1,134 | $30K |
| Cornerstone Financial Management LLC | 0.02% | No change | 1,060 | $28K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 1,000 | $27K |
| Kingdom Financial Group LLC. | 0.01% | Add +18.0% | 975 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -29.0% | 854 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -0.4% | 821 | $22K |
| RHL Group, LLC | 0.02% | Add +8.9% | 769 | $21K |
| Tidemark, LLC | 0.00% | Add +0.4% | 757 | $20K |
| Pacifica Partners Inc. | 0.01% | Add +1.4% | 743 | $20K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +1.3% | 679 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.4% | 643 | $17K |
| Qube Research & Technologies Ltd | 0.00% | New | 628 | $17K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 594 | $16K |
| Reicon Wealth Advisors, LLC | 0.01% | New | 500 | $13K |
| Key Capital Management, INC | 0.01% | Add +717.8% | 368 | $10K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -21.0% | 290 | $8K |
| Truvestments Capital LLC | 0.00% | New | 277 | $7K |
| Aventura Private Wealth, LLC | 0.00% | New | 274 | $7K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 212 | $6K |
| Montgomery Financial Services LLC | 0.00% | — | 126 | $3K |
| Assetmark, Inc. | 0.00% | No change | 98 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 66 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -13.3% | 65 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 59 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +40.5% | 52 | $1K |
| Powell Investment Advisors, LLC | 0.00% | New | 48 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 43 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 20 | $530 |
| Elequin Capital, LP | 0.00% | New | 1 | $27 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.