How do I set a price alert for BILZ?

To set a BILZ price alert on Stock Alarm Pro, navigate to the BILZ quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for BILZ?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for BILZ. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for BILZ?

Stock Alarm Pro supports over 125 trigger types for BILZ: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about BILZ price changes?

BILZ alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for BILZ alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for BILZ and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

BILZ Institutional Ownership & 13F Filings

PIMCO Ultra Short Government Active Exchange-Traded Fund(BILZ)

$100.87—Stale · unknown old

WatchlistAsk SA Chart

PIMCO Ultra Short Government Active Exchange-Traded Fund(BILZ)

NYSE • Last print unknown agoAbout this data

$100.87—Stale · unknown old

WatchlistAsk SA Chart Studio

BILZ(BILZ)

BILZ

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
AE Wealth Management LLC	1.40M	Jun 30, 26	+618.29K	13.72%
Delta Investment Management, LLC	559.11K	Jun 30, 26	-56.46K	5.48%
CAPTRUST FINANCIAL ADVISORS	472.40K	Jun 30, 26	-53.85K	4.63%
Beacon Capital Management, LLC	421.21K	Jun 30, 26	-65.46K	4.13%
Allianz Asset Management GmbH	405.58K	Jun 30, 26	-518.54K	3.98%
LPL Financial LLC	318.74K	Jun 30, 26	+3.10K	3.13%
Summit Financial Wealth Advisors, LLC	316.81K	Jun 30, 26	+13.94K	3.11%
SMART Wealth LLC	287.47K	Jun 30, 26	+134.91K	2.82%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	284.59K	Jun 30, 26	+5.46K	2.79%
Biltmore Wealth Management, LLC	263.64K	Jun 30, 26	+80.22K	2.59%
GOLDMAN SACHS GROUP INC	229.98K	Jun 30, 26	-156.91K	2.26%
ACCESS FINANCIAL SERVICES, INC.	215.19K	Jun 30, 26	-19.20K	2.11%
Authentikos Wealth Advisory, LLC	212.84K	Jun 30, 26	+6.33K	2.09%
Mid-American Wealth Advisory Group, Inc.	177.68K	Jun 30, 26	+49.46K	1.74%
Parallel Advisors, LLC	138.05K	Jun 30, 26	-102.19K	1.35%
Tower Research Capital LLC (TRC)	132.12K	Jun 30, 26	+66.47K	1.30%
ROYAL BANK OF CANADA	112.86K	Jun 30, 26	+4.34K	1.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	102.56K	Jun 30, 26	+72.75K	1.01%
Lloyd Advisory Services, LLC.	94.84K	Jun 30, 26	+92.65K	0.93%
THRIVENT FINANCIAL FOR LUTHERANS	89.84K	Jun 30, 26	-10.71K	0.88%
Essex Financial Services, Inc.	83.11K	Jun 30, 26	-4.87K	0.82%
Bridgewealth Advisory Group, LLC	69.67K	Jun 30, 26	-2.66K	0.68%
Private Advisory Group LLC	66.22K	Jun 30, 26	+1.61K	0.65%
Kooman & Associates	65.06K	Jun 30, 26	+1.46K	0.64%
HRT FINANCIAL LP	64.46K	Jun 30, 26	+64.46K	0.63%
Aegis Wealth Management, Inc.	51.96K	Jun 30, 26	+7.28K	0.51%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	51.56K	Jun 30, 26	+51.56K	0.51%
FSR Wealth Management Ltd.	51.51K	Jun 30, 26	+31.65K	0.51%
VANCE WEALTH, INC.	49.24K	Jun 30, 26	+49.24K	0.48%
Trajan Wealth LLC	48.65K	Jun 30, 26	-5.68K	0.48%
POM Investment Strategies, LLC	45.50K	Jun 30, 26	+27.59K	0.45%
NewEdge Advisors, LLC	37.74K	Jun 30, 26	+164	0.37%
Southland Equity Partners LLC	37.08K	Jun 30, 26	+2.81K	0.36%
SFG Wealth Management, LLC.	37.00K	Jun 30, 26	+1.92K	0.36%
Asset One Wealth Management LLC	35.55K	Jun 30, 26	+35.55K	0.35%
HOWARD BAILEY SECURITIES, LLC	33.63K	Jun 30, 26	+21.34K	0.33%
CITADEL ADVISORS LLC	32.12K	Jun 30, 26	-63.73K	0.32%
Addison Capital Co	31.35K	Jun 30, 26	+3.48K	0.31%
ADVISOR GROUP HOLDINGS, INC.	31.10K	Jun 30, 26	-1.42K	0.31%
Farther Finance Advisors, LLC	31.04K	Jun 30, 26	+346	0.30%
Boomfish Wealth Group, LLC	28.43K	Jun 30, 26	+7.93K	0.28%
Integrated Wealth Management	28.42K	Jun 30, 26	+18.21K	0.28%
B.O.S.S. Retirement Advisors, LLC	28.05K	Jun 30, 26	+22.89K	0.28%
ABLE Financial Group, LLC	27.95K	Jun 30, 26	-25.11K	0.27%
Astoria Portfolio Advisors LLC.	27.26K	Jun 30, 26	+9.72K	0.27%
Legacy Capital Wealth Partners, LLC	26.99K	Jun 30, 26	+29	0.26%
Mutual Advisors, LLC	26.91K	Jun 30, 26	+20.80K	0.26%
SEI INVESTMENTS CO	25.25K	Jun 30, 26	+10.49K	0.25%
Janney Montgomery Scott LLC	24.49K	Jun 30, 26	-5.20K	0.24%
Outlook Wealth Advisors, LLC	24.34K	Jun 30, 26	+14.22K	0.24%
Private Advisor Group, LLC	21.65K	Jun 30, 26	+13.69K	0.21%
Family Wealth Group, LLC	21.26K	Jun 30, 26	+14.83K	0.21%
Elevated Capital Advisors, LLC	20.56K	Jun 30, 26	+8.13K	0.20%
Integrated Wealth Concepts LLC	20.38K	Jun 30, 26	+805	0.20%
FSA Advisors, Inc.	20.26K	Jun 30, 26	+12.60K	0.20%
Csenge Advisory Group	19.82K	Jun 30, 26	-3.67K	0.19%
COMMONWEALTH EQUITY SERVICES, LLC	19.10K	Jun 30, 26	+5.66K	0.19%
STIFEL FINANCIAL CORP	18.01K	Jun 30, 26	+2.85K	0.18%
WCG Wealth Advisors LLC	16.92K	Jun 30, 26	+833	0.17%
Precision Wealth Strategies, LLC	16.86K	Jun 30, 26	-6.61K	0.17%
TOUNJIAN ADVISORY PARTNERS, LLC	16.42K	Jun 30, 26	+12.09K	0.16%
PATTEN & PATTEN INC/TN	16.09K	Jun 30, 26	-96	0.16%
Networth Advisors, LLC	15.41K	Jun 30, 26	+9.29K	0.15%
ENVESTNET ASSET MANAGEMENT INC	14.82K	Jun 30, 26	+14.82K	0.15%
Apella Capital, LLC	13.67K	Jun 30, 26	--	0.13%
Centennial Advisors, LLC	13.12K	Jun 30, 26	+9.05K	0.13%
Cambridge Investment Research Advisors, Inc.	12.92K	Jun 30, 26	+2.08K	0.13%
GTS SECURITIES LLC	12.29K	Jun 30, 26	+12.29K	0.12%
Great Lakes Retirement, Inc.	12.23K	Jun 30, 26	+5.60K	0.12%
Snowden Capital Advisors LLC	11.34K	Jun 30, 26	--	0.11%
LifeWealth Investments, LLC	10.91K	Jun 30, 26	+7.69K	0.11%
Richmond Brothers, Inc.	10.90K	Jun 30, 26	+10.90K	0.11%
Trek Financial, LLC	10.44K	Jun 30, 26	+534	0.10%
SILVERLAKE WEALTH MANAGEMENT LLC	9.79K	Jun 30, 26	-1.50K	0.10%
MML INVESTORS SERVICES, LLC	9.75K	Jun 30, 26	-7.04K	0.10%
Sanctuary Advisors, LLC	9.07K	Jun 30, 26	+4.97K	0.09%
FreeGulliver LLC	7.96K	Jun 30, 26	-5.00K	0.08%
Mosley Wealth Management	7.88K	Jun 30, 26	+7.43K	0.08%
Base Wealth Management LLC	7.76K	Jun 30, 26	-360	0.08%
Williams & Novak, LLC	7.64K	Jun 30, 26	+580	0.07%
Quest 10 Wealth Builders, Inc.	6.83K	Jun 30, 26	+4.41K	0.07%
SRS Capital Advisors, Inc.	6.17K	Jun 30, 26	+6.17K	0.06%
Golden Reserve Retirement LLC	5.91K	Jun 30, 26	+5.91K	0.06%
Stratos Wealth Partners, LTD.	5.82K	Jun 30, 26	+953	0.06%
Kingdom Financial Group LLC.	5.28K	Jun 30, 26	+3.08K	0.05%
Blackston Financial Advisory Group, LLC	5.25K	Jun 30, 26	+2.94K	0.05%
Kestra Advisory Services, LLC	4.94K	Jun 30, 26	+142	0.05%
RAYMOND JAMES FINANCIAL INC	4.38K	Jun 30, 26	-166	0.04%
Nest Investments, LLC	3.98K	Jun 30, 26	+3.98K	0.04%
Key Capital Management, INC	3.98K	Jun 30, 26	+871	0.04%
Founders Financial Alliance, LLC	3.95K	Jun 30, 26	-1.94K	0.04%
Dean, Jacobson Financial Services, LLC	3.86K	Jun 30, 26	+3.86K	0.04%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	3.77K	Jun 30, 26	-2.17K	0.04%
COMPASS FINANCIAL MANAGEMENT LLC	3.73K	Jun 30, 26	+3.73K	0.04%
Montgomery Financial Services LLC	3.25K	Jun 30, 26	+3.25K	0.03%
EVOLUTION WEALTH MANAGEMENT INC.	3.17K	Jun 30, 26	+394	0.03%
IFG Advisory, LLC	2.82K	Jun 30, 26	+2.82K	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	2.53K	Jun 30, 26	-425	0.02%
Kingsview Wealth Management, LLC	2.47K	Jun 30, 26	+2.47K	0.02%
StoneX Group Inc.	2.45K	Jun 30, 26	+2.45K	0.02%
Security Financial Services, INC.	2.44K	Jun 30, 26	-23	0.02%
Visionary Wealth Advisors	2.42K	Jun 30, 26	-797	0.02%
Pathstone Holdings, LLC	2.28K	Jun 30, 26	+2.28K	0.02%
Lodestone Wealth Management LLC	2.22K	Jun 30, 26	-667	0.02%
Modern Wealth Management, LLC	2.13K	Jun 30, 26	+2.13K	0.02%
Krilogy Financial LLC	2.03K	Jun 30, 26	+3	0.02%
Rialto Wealth Management, LLC	1.75K	Jun 30, 26	--	0.02%
HARBOR INVESTMENT ADVISORY, LLC	1.50K	Jun 30, 26	--	0.01%
Decker Retirement Planning Inc.	1.00K	Jun 30, 26	+909	0.01%
UBS Group AG	741	Jun 30, 26	+741	0.01%
GGM Financials LLC	618	Jun 30, 26	+618	0.01%
BANK OF MONTREAL /CAN/	395	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	312	Jun 30, 26	+27	0.00%
HUNTINGTON NATIONAL BANK	240	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	99	Jun 30, 26	+1	0.00%
IFP Advisors, Inc	77	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	71	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	61	Jun 30, 26	+61	0.00%
Steward Partners Investment Advisory, LLC	55	Jun 30, 26	+55	0.00%
MORGAN STANLEY	51	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	50	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	46	Jun 30, 26	+46	0.00%
MERCER GLOBAL ADVISORS INC /ADV	27	Jun 30, 26	+27	0.00%
Coppell Advisory Solutions LLC	15	Jun 30, 26	+15	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-7.89K	--
GeoWealth Management, LLC	--	Jun 30, 26	-141	--
BROWN ADVISORY INC	--	Jun 30, 26	-3.43K	--
US BANCORP \DE\	--	Jun 30, 26	-12	--
Sound Income Strategies, LLC	--	Jun 30, 26	-2	--
CARY STREET PARTNERS FINANCIAL LLC	--	Jun 30, 26	-3.77K	--
HANTZ FINANCIAL SERVICES, INC.	--	Jun 30, 26	-12	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-452	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-2.24K	--
Independent Advisor Alliance	--	Jun 30, 26	-30.79K	--
Holos Integrated Wealth LLC	--	Jun 30, 26	-15	--
Golden State Equity Partners	--	Jun 30, 26	-100	--
Root Financial Partners, LLC	--	Jun 30, 26	-450	--
Financial Connections Group, Inc.	15.07K	Mar 31, 26	+7.76K	0.15%
CWM, LLC	223	Mar 31, 26	-334	0.00%
COMERICA BANK	71	Dec 31, 25	-2	0.00%
Watts Gwilliam & Co., LLC	4.43K	Sep 30, 25	--	0.04%
Pineridge Advisors LLC	15	Sep 30, 25	+8	0.00%
Capital A Wealth Management, LLC	28	Jun 30, 25	-22	0.00%
Sandy Spring Bank	98	Mar 31, 25	--	0.00%
Keene & Associates, Inc.	18.34K	Dec 31, 24	+9.82K	0.18%
PRW Wealth Management LLC	62.98K	Sep 30, 23	+62.98K	0.62%

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Holder

Date

Change

% Held

AE Wealth Management LLC

1.40M

Jun 30, 26

+618.29K

13.72%

Delta Investment Management, LLC

559.11K

Jun 30, 26

-56.46K

5.48%

CAPTRUST FINANCIAL ADVISORS

472.40K

Jun 30, 26

-53.85K

4.63%

Beacon Capital Management, LLC

421.21K

Jun 30, 26

-65.46K

4.13%

Allianz Asset Management GmbH

405.58K

Jun 30, 26

-518.54K

3.98%

LPL Financial LLC

318.74K

Jun 30, 26

+3.10K

3.13%

Summit Financial Wealth Advisors, LLC

316.81K

Jun 30, 26

+13.94K

3.11%

SMART Wealth LLC

287.47K

Jun 30, 26

+134.91K

2.82%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

284.59K

Jun 30, 26

+5.46K

2.79%

Biltmore Wealth Management, LLC

263.64K

Jun 30, 26

+80.22K

2.59%

GOLDMAN SACHS GROUP INC

229.98K

Jun 30, 26

-156.91K

2.26%

ACCESS FINANCIAL SERVICES, INC.

215.19K

Jun 30, 26

-19.20K

2.11%

Authentikos Wealth Advisory, LLC

212.84K

Jun 30, 26

+6.33K

2.09%

Mid-American Wealth Advisory Group, Inc.

177.68K

Jun 30, 26

+49.46K

1.74%

Parallel Advisors, LLC

138.05K

Jun 30, 26

-102.19K

1.35%

Tower Research Capital LLC (TRC)

132.12K

Jun 30, 26

+66.47K

1.30%

ROYAL BANK OF CANADA

112.86K

Jun 30, 26

+4.34K

1.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

102.56K

Jun 30, 26

+72.75K

1.01%

Lloyd Advisory Services, LLC.

94.84K

Jun 30, 26

+92.65K

0.93%

THRIVENT FINANCIAL FOR LUTHERANS

89.84K

Jun 30, 26

-10.71K

0.88%

Essex Financial Services, Inc.

83.11K

Jun 30, 26

-4.87K

0.82%

Bridgewealth Advisory Group, LLC

69.67K

Jun 30, 26

-2.66K

0.68%

Private Advisory Group LLC

66.22K

Jun 30, 26

+1.61K

0.65%

Kooman & Associates

65.06K

Jun 30, 26

+1.46K

0.64%

HRT FINANCIAL LP

64.46K

Jun 30, 26

+64.46K

0.63%

Aegis Wealth Management, Inc.

51.96K

Jun 30, 26

+7.28K

0.51%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

51.56K

Jun 30, 26

+51.56K

0.51%

FSR Wealth Management Ltd.

51.51K

Jun 30, 26

+31.65K

0.51%

VANCE WEALTH, INC.

49.24K

Jun 30, 26

+49.24K

0.48%

Trajan Wealth LLC

48.65K

Jun 30, 26

-5.68K

0.48%

POM Investment Strategies, LLC

45.50K

Jun 30, 26

+27.59K

0.45%

NewEdge Advisors, LLC

37.74K

Jun 30, 26

+164

0.37%

Southland Equity Partners LLC

37.08K

Jun 30, 26

+2.81K

0.36%

SFG Wealth Management, LLC.

37.00K

Jun 30, 26

+1.92K

0.36%

Asset One Wealth Management LLC

35.55K

Jun 30, 26

+35.55K

0.35%

HOWARD BAILEY SECURITIES, LLC

33.63K

Jun 30, 26

+21.34K

0.33%

CITADEL ADVISORS LLC

32.12K

Jun 30, 26

-63.73K

0.32%

Addison Capital Co

31.35K

Jun 30, 26

+3.48K

0.31%

ADVISOR GROUP HOLDINGS, INC.

31.10K

Jun 30, 26

-1.42K

0.31%

Farther Finance Advisors, LLC

31.04K

Jun 30, 26

+346

0.30%

Boomfish Wealth Group, LLC

28.43K

Jun 30, 26

+7.93K

0.28%

Integrated Wealth Management

28.42K

Jun 30, 26

+18.21K

0.28%

B.O.S.S. Retirement Advisors, LLC

28.05K

Jun 30, 26

+22.89K

0.28%

ABLE Financial Group, LLC

27.95K

Jun 30, 26

-25.11K

0.27%

Astoria Portfolio Advisors LLC.

27.26K

Jun 30, 26

+9.72K

0.27%

Legacy Capital Wealth Partners, LLC

26.99K

Jun 30, 26

+29

0.26%

Mutual Advisors, LLC

26.91K

Jun 30, 26

+20.80K

0.26%

SEI INVESTMENTS CO

25.25K

Jun 30, 26

+10.49K

0.25%

Janney Montgomery Scott LLC

24.49K

Jun 30, 26

-5.20K

0.24%

Outlook Wealth Advisors, LLC

24.34K

Jun 30, 26

+14.22K

0.24%

Private Advisor Group, LLC

21.65K

Jun 30, 26

+13.69K

0.21%

Family Wealth Group, LLC

21.26K

Jun 30, 26

+14.83K

0.21%

Elevated Capital Advisors, LLC

20.56K

Jun 30, 26

+8.13K

0.20%

Integrated Wealth Concepts LLC

20.38K

Jun 30, 26

+805

0.20%

FSA Advisors, Inc.

20.26K

Jun 30, 26

+12.60K

0.20%

Csenge Advisory Group

19.82K

Jun 30, 26

-3.67K

0.19%

COMMONWEALTH EQUITY SERVICES, LLC

19.10K

Jun 30, 26

+5.66K

0.19%

STIFEL FINANCIAL CORP

18.01K

Jun 30, 26

+2.85K

0.18%

WCG Wealth Advisors LLC

16.92K

Jun 30, 26

+833

0.17%

Precision Wealth Strategies, LLC

16.86K

Jun 30, 26

-6.61K

0.17%

TOUNJIAN ADVISORY PARTNERS, LLC

16.42K

Jun 30, 26

+12.09K

0.16%

PATTEN & PATTEN INC/TN

16.09K

Jun 30, 26

-96

0.16%

Networth Advisors, LLC

15.41K

Jun 30, 26

+9.29K

0.15%

ENVESTNET ASSET MANAGEMENT INC

14.82K

Jun 30, 26

+14.82K

0.15%

Apella Capital, LLC

13.67K

Jun 30, 26

0.13%

Centennial Advisors, LLC

13.12K

Jun 30, 26

+9.05K

0.13%

Cambridge Investment Research Advisors, Inc.

12.92K

Jun 30, 26

+2.08K

0.13%

GTS SECURITIES LLC

12.29K

Jun 30, 26

+12.29K

0.12%

Great Lakes Retirement, Inc.

12.23K

Jun 30, 26

+5.60K

0.12%

Snowden Capital Advisors LLC

11.34K

Jun 30, 26

0.11%

LifeWealth Investments, LLC

10.91K

Jun 30, 26

+7.69K

0.11%

Richmond Brothers, Inc.

10.90K

Jun 30, 26

+10.90K

0.11%

Trek Financial, LLC

10.44K

Jun 30, 26

+534

0.10%

SILVERLAKE WEALTH MANAGEMENT LLC

9.79K

Jun 30, 26

-1.50K

0.10%

MML INVESTORS SERVICES, LLC

9.75K

Jun 30, 26

-7.04K

0.10%

Sanctuary Advisors, LLC

9.07K

Jun 30, 26

+4.97K

0.09%

FreeGulliver LLC

7.96K

Jun 30, 26

-5.00K

0.08%

Mosley Wealth Management

7.88K

Jun 30, 26

+7.43K

0.08%

Base Wealth Management LLC

7.76K

Jun 30, 26

-360

0.08%

Williams & Novak, LLC

7.64K

Jun 30, 26

+580

0.07%

Quest 10 Wealth Builders, Inc.

6.83K

Jun 30, 26

+4.41K

0.07%

SRS Capital Advisors, Inc.

6.17K

Jun 30, 26

+6.17K

0.06%

Golden Reserve Retirement LLC

5.91K

Jun 30, 26

+5.91K

0.06%

Stratos Wealth Partners, LTD.

5.82K

Jun 30, 26

+953

0.06%

Kingdom Financial Group LLC.

5.28K

Jun 30, 26

+3.08K

0.05%

Blackston Financial Advisory Group, LLC

5.25K

Jun 30, 26

+2.94K

0.05%

Kestra Advisory Services, LLC

4.94K

Jun 30, 26

+142

0.05%

RAYMOND JAMES FINANCIAL INC

4.38K

Jun 30, 26

-166

0.04%

Nest Investments, LLC

3.98K

Jun 30, 26

+3.98K

0.04%

Key Capital Management, INC

3.98K

Jun 30, 26

+871

0.04%

Founders Financial Alliance, LLC

3.95K

Jun 30, 26

-1.94K

0.04%

Dean, Jacobson Financial Services, LLC

3.86K

Jun 30, 26

+3.86K

0.04%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

3.77K

Jun 30, 26

-2.17K

0.04%

COMPASS FINANCIAL MANAGEMENT LLC

3.73K

Jun 30, 26

+3.73K

0.04%

Montgomery Financial Services LLC

3.25K

Jun 30, 26

+3.25K

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

3.17K

Jun 30, 26

+394

0.03%

IFG Advisory, LLC

2.82K

Jun 30, 26

+2.82K

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

2.53K

Jun 30, 26

-425

0.02%

Kingsview Wealth Management, LLC

2.47K

Jun 30, 26

+2.47K

0.02%

StoneX Group Inc.

2.45K

Jun 30, 26

+2.45K

0.02%

Security Financial Services, INC.

2.44K

Jun 30, 26

-23

0.02%

Visionary Wealth Advisors

2.42K

Jun 30, 26

-797

0.02%

Pathstone Holdings, LLC

2.28K

Jun 30, 26

+2.28K

0.02%

Lodestone Wealth Management LLC

2.22K

Jun 30, 26

-667

0.02%

Modern Wealth Management, LLC

2.13K

Jun 30, 26

+2.13K

0.02%

Krilogy Financial LLC

2.03K

Jun 30, 26

0.02%

Rialto Wealth Management, LLC

1.75K

Jun 30, 26

0.02%

HARBOR INVESTMENT ADVISORY, LLC

1.50K

Jun 30, 26

0.01%

Decker Retirement Planning Inc.

1.00K

Jun 30, 26

+909

0.01%

UBS Group AG

741

Jun 30, 26

+741

0.01%

GGM Financials LLC

618

Jun 30, 26

+618

0.01%

BANK OF MONTREAL /CAN/

395

Jun 30, 26

0.00%

CoreCap Advisors, LLC

312

Jun 30, 26

+27

0.00%

HUNTINGTON NATIONAL BANK

240

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

+61

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

+55

0.00%

MORGAN STANLEY

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

+46

0.00%

MERCER GLOBAL ADVISORS INC /ADV

Jun 30, 26

+27

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

+15

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-7.89K

GeoWealth Management, LLC

Jun 30, 26

-141

BROWN ADVISORY INC

Jun 30, 26

-3.43K

US BANCORP \DE\

Jun 30, 26

-12

Sound Income Strategies, LLC

Jun 30, 26

-2

CARY STREET PARTNERS FINANCIAL LLC

Jun 30, 26

-3.77K

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-12

WELLS FARGO & COMPANY/MN

Jun 30, 26

-452

Triad Wealth Partners, LLC

Jun 30, 26

-2.24K

Independent Advisor Alliance

Jun 30, 26

-30.79K

Holos Integrated Wealth LLC

Jun 30, 26

-15

Golden State Equity Partners

Jun 30, 26

-100

Root Financial Partners, LLC

Jun 30, 26

-450

Financial Connections Group, Inc.

15.07K

Mar 31, 26

+7.76K

0.15%

CWM, LLC

223

Mar 31, 26

-334

0.00%

COMERICA BANK

Dec 31, 25

-2

0.00%

Watts Gwilliam & Co., LLC

4.43K

Sep 30, 25

0.04%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-22

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Keene & Associates, Inc.

18.34K

Dec 31, 24

+9.82K

0.18%

PRW Wealth Management LLC

62.98K

Sep 30, 23

+62.98K

0.62%