PIMCO Dynamic Income Fund(PDI)
$17.430.02 (0.11%)

Institutional Ownership

Top 456 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY12.70MDec 31, 25-632.30K2.90%
LPL Financial LLC4.87MDec 31, 25-49.11K1.11%
BANK OF AMERICA CORP /DE/2.94MDec 31, 25-128.05K0.67%
RIVERNORTH CAPITAL MANAGEMENT, LLC2.82MDec 31, 25+2.82M0.65%
WELLS FARGO & COMPANY/MN2.21MDec 31, 25+1.16M0.51%
J.W. COLE ADVISORS, INC.1.63MDec 31, 25+57.32K0.37%
Cetera Investment Advisers1.60MDec 31, 25+74.84K0.37%
UBS Group AG1.59MDec 31, 25-166.15K0.36%
PFG Investments, LLC1.45MDec 31, 25+36.77K0.33%
ADVISOR GROUP HOLDINGS, INC.1.44MDec 31, 25+142.45K0.33%
ROYAL BANK OF CANADA1.39MDec 31, 25-24.26K0.32%
RAYMOND JAMES FINANCIAL INC1.37MDec 31, 25+27.28K0.31%
COMMONWEALTH EQUITY SERVICES, LLC1.31MDec 31, 25+25.33K0.30%
Logan Stone Capital, LLC1.22MDec 31, 25+1.22M0.28%
TD Waterhouse Canada Inc.1.22MDec 31, 25-53.34K0.28%
COHEN & STEERS, INC.1.18MDec 31, 25+76.39K0.27%
Cambridge Investment Research Advisors, Inc.1.10MDec 31, 25+8.96K0.25%
Private Advisor Group, LLC833.79KDec 31, 25-9.87K0.19%
SOL Capital Management CO753.72KDec 31, 25+1.97K0.17%
GUGGENHEIM CAPITAL LLC697.61KDec 31, 25-20.84K0.16%
Mission Hills Financial Advisory, LLC682.48KDec 31, 25+45.86K0.16%
Cornerstone Advisory, LLC616.20KDec 31, 25-13.43K0.14%
JANE STREET GROUP, LLC610.97KDec 31, 25+509.81K0.14%
Bensler, LLC502.10KDec 31, 25+230.81K0.11%
Cyndeo Wealth Partners, LLC471.92KDec 31, 25+46.24K0.11%
Summit Financial, LLC431.62KDec 31, 25+1.93K0.10%
Janney Montgomery Scott LLC412.87KDec 31, 25+1.99K0.09%
Wealthcare Advisory Partners LLC412.00KDec 31, 25-3.81K0.09%
ALLIANCEBERNSTEIN L.P.405.66KDec 31, 25-10.50K0.09%
Marex Group plc398.21KDec 31, 25+398.21K0.09%
ENVESTNET ASSET MANAGEMENT INC382.44KDec 31, 25+22.37K0.09%
Wagner Wealth Management, LLC366.73KDec 31, 25-16.82K0.08%
Kestra Advisory Services, LLC350.19KDec 31, 25+84.88K0.08%
NewEdge Advisors, LLC335.93KDec 31, 25-48.15K0.08%
LifeWealth Investments, LLC335.16KDec 31, 25+10.94K0.08%
MERCER GLOBAL ADVISORS INC /ADV334.10KDec 31, 25-66.62K0.08%
ALLIUM FINANCIAL ADVISORS, LLC288.08KDec 31, 25+143.12K0.07%
Brinker Capital Investments, LLC287.79KDec 31, 25+35.59K0.07%
HighTower Advisors, LLC283.89KDec 31, 25-38.88K0.06%
XTX Topco Ltd281.01KDec 31, 25+281.01K0.06%
PRINCIPAL SECURITIES, INC.254.45KDec 31, 25+10.40K0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP251.64KDec 31, 25+251.64K0.06%
VERUS CAPITAL PARTNERS, LLC247.71KDec 31, 25+177.96K0.06%
Beta Wealth Group, Inc.229.36KDec 31, 25-97.25K0.05%
U.S. Capital Wealth Advisors, LLC223.14KDec 31, 25+59.10K0.05%
ABSOLUTE INVESTMENT ADVISERS, LLC218.53KDec 31, 25+218.53K0.05%
Capital Investment Advisory Services, LLC205.30KDec 31, 25+21.86K0.05%
Morse Asset Management, Inc194.57KDec 31, 25+1.55K0.04%
RFG Advisory, LLC192.47KDec 31, 25+14.57K0.04%
Baird Financial Group, Inc.191.53KDec 31, 25-7.56K0.04%
RETIREMENT PLANNING GROUP, LLC / NY187.67KDec 31, 25-6.05K0.04%
BANK OF MONTREAL /CAN/183.60KDec 31, 25-4.92K0.04%
QUARRY HILL ADVISORS, LLC183.55KDec 31, 25+6.67K0.04%
R.P. Boggs & Co.175.11KDec 31, 25+1.06K0.04%
THRIVENT FINANCIAL FOR LUTHERANS169.00KDec 31, 25+85.61K0.04%
AE Wealth Management LLC166.77KDec 31, 25+147.02K0.04%
Equitable Holdings, Inc.158.20KDec 31, 25-1.26K0.04%
HRT FINANCIAL LP156.28KDec 31, 25+156.28K0.04%
CARY STREET PARTNERS FINANCIAL LLC153.16KDec 31, 25+42.44K0.04%
Thomas J. Herzfeld Advisors, Inc.152.85KDec 31, 25+152.85K0.03%
Smith Asset Management Co., LLC148.58KDec 31, 25+10.36K0.03%
STIFEL FINANCIAL CORP148.47KDec 31, 25-3.02K0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors145.31KDec 31, 25-4.72K0.03%
Flagship Private Wealth, LLC140.94KDec 31, 25+8.32K0.03%
GILL CAPITAL PARTNERS, LLC131.91KDec 31, 25-12.04K0.03%
Tennessee Valley Asset Management Partners131.67KDec 31, 25-21.44K0.03%
MEANS INVESTMENT CO., INC.131.45KDec 31, 25+1.86K0.03%
AlphaStar Capital Management, LLC129.49KDec 31, 25+3240.03%
IFG Advisory, LLC125.52KDec 31, 25+16.89K0.03%
Anchor Capital Management Group Inc124.30KDec 31, 25--0.03%
ALEXANDER LABRUNERIE & CO., INC.123.61KDec 31, 25+4.46K0.03%
Elm3 Financial Group, LLC120.95KDec 31, 25+33.93K0.03%
Wealthstar Advisors, LLC111.53KDec 31, 25-1.53K0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC110.50KDec 31, 25-24.43K0.03%
Focus Financial Network, Inc.99.75KDec 31, 25+3.67K0.02%
Williams Jones Wealth Management, LLC.98.90KDec 31, 25-6.23K0.02%
EVERGREEN CAPITAL MANAGEMENT LLC98.38KDec 31, 25-5.66K0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO92.72KDec 31, 25+30.13K0.02%
MRA Advisory Group91.87KDec 31, 25+19.50K0.02%
TCG Advisory Services, LLC90.73KDec 31, 25+39.82K0.02%
Marks Group Wealth Management, Inc89.98KDec 31, 25--0.02%
Quarry LP88.60KDec 31, 25+88.60K0.02%
Farther Finance Advisors, LLC87.52KDec 31, 25-9.71K0.02%
MML INVESTORS SERVICES, LLC87.13KDec 31, 25-3.93K0.02%
Mariner, LLC85.16KDec 31, 25-36.40K0.02%
PNC FINANCIAL SERVICES GROUP, INC.81.30KDec 31, 25-46.40K0.02%
Stratos Wealth Partners, LTD.77.79KDec 31, 25-16.48K0.02%
Merit Financial Group, LLC76.67KDec 31, 25-6420.02%
CIBC WORLD MARKET INC.75.60KDec 31, 25-4530.02%
MAI Capital Management75.33KDec 31, 25+7.39K0.02%
Pensionmark Financial Group, LLC74.36KDec 31, 25+50.80K0.02%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.73.55KDec 31, 25+73.55K0.02%
Parisi Gray Wealth Management72.46KDec 31, 25-1.09K0.02%
OPPENHEIMER & CO INC71.95KDec 31, 25-20.42K0.02%
BROWN ADVISORY INC71.57KDec 31, 25+16.43K0.02%
CAPTRUST FINANCIAL ADVISORS71.33KDec 31, 25-20.46K0.02%
NCP Inc.70.94KDec 31, 25-18.22K0.02%
Kovack Advisors, Inc.70.81KDec 31, 25+47.37K0.02%
Americana Partners, LLC70.67KDec 31, 25+3000.02%
WILEY BROS.-AINTREE CAPITAL, LLC70.57KDec 31, 25+2.34K0.02%
PRIVATE TRUST CO NA70.32KDec 31, 25--0.02%
Sanctuary Advisors, LLC68.73KDec 31, 25+7.02K0.02%
SCOTIA CAPITAL INC.68.33KDec 31, 25+2.91K0.02%
Rockefeller Capital Management L.P.68.15KDec 31, 25-78.23K0.02%
Cresset Asset Management, LLC66.40KDec 31, 25-3.48K0.02%
Western Wealth Management, LLC64.21KDec 31, 25-5.13K0.01%
WEDBUSH SECURITIES INC63.31KDec 31, 25-2.39K0.01%
MorganRosel Wealth Management, LLC60.88KDec 31, 25-93.00K0.01%
Virtu Financial LLC60.13KDec 31, 25+60.13K0.01%
Tradition Wealth Management, LLC59.57KDec 31, 25+5.61K0.01%
HF Advisory Group, LLC59.43KDec 31, 25+3.55K0.01%
Duncan Williams Asset Management, LLC56.12KDec 31, 25-8.40K0.01%
Triumph Capital Management55.84KDec 31, 25-9.30K0.01%
Safe Harbor Fiduciary, LLC54.78KDec 31, 25+54.78K0.01%
Outlook Wealth Advisors, LLC54.53KDec 31, 25-1.06K0.01%
HARBOR INVESTMENT ADVISORY, LLC52.84KDec 31, 25+1.56K0.01%
COMERICA BANK51.95KDec 31, 25-45.60K0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC50.75KDec 31, 25-2.64K0.01%
Prospera Financial Services Inc50.27KDec 31, 25+5.49K0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC50.17KDec 31, 25+5.10K0.01%
Goldstone Financial Group, LLC49.16KDec 31, 25+1.60K0.01%
TRUIST FINANCIAL CORP48.98KDec 31, 25-10.26K0.01%
IEQ CAPITAL, LLC48.93KDec 31, 25+1.78K0.01%
Samalin Investment Counsel, LLC48.66KDec 31, 25-1.81K0.01%
StoneX Group Inc.48.11KDec 31, 25+8.01K0.01%
Mach-1 Financial Group, LLC47.90KDec 31, 25+47.90K0.01%
Savant Capital, LLC47.75KDec 31, 25--0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC47.60KDec 31, 25+13.81K0.01%
Soltis Investment Advisors LLC47.45KDec 31, 25-15.67K0.01%
TrueMark Investments, LLC47.43KDec 31, 25+47.43K0.01%
CITADEL ADVISORS LLC47.02KDec 31, 25+47.02K0.01%
Garden State Investment Advisory Services LLC45.84KDec 31, 25-10.01%
JOURNEY STRATEGIC WEALTH LLC45.83KDec 31, 25+35.50K0.01%
Fiduciary Alliance LLC45.43KDec 31, 25+8.72K0.01%
Lewis Asset Management, LLC45.31KDec 31, 25+2.61K0.01%
Sovran Advisors, LLC44.74KDec 31, 25-28.16K0.01%
CoreCap Advisors, LLC44.51KDec 31, 25-8.28K0.01%
Lido Advisors, LLC44.42KDec 31, 25+920.01%
Resurgent Financial Advisors LLC43.07KDec 31, 25+8.69K0.01%
Stratos Wealth Advisors, LLC43.04KDec 31, 25-8.38K0.01%
Verity Asset Management, Inc.41.77KDec 31, 25+4.76K0.01%
First Heartland Consultants, Inc.39.66KDec 31, 25+2.73K0.01%
Key Client Fiduciary Advisors, LLC39.58KDec 31, 25+2.23K0.01%
Buska Wealth Management, LLC39.06KDec 31, 25-5.60K0.01%
Beacon Financial Advisory LLC37.98KDec 31, 25+2.01K0.01%
NewEdge Wealth, LLC36.87KDec 31, 25-6930.01%
Arlington Capital Management, Inc.36.38KDec 31, 25+36.38K0.01%
E&G Advisors, LP36.34KDec 31, 25-1.46K0.01%
Kaizen Financial Strategies36.06KDec 31, 25+1.25K0.01%
LaSalle St. Investment Advisors, LLC35.89KDec 31, 25-8.67K0.01%
IHT Wealth Management, LLC35.76KDec 31, 25+6900.01%
Creative Planning34.13KDec 31, 25+2.62K0.01%
Steward Partners Investment Advisory, LLC33.47KDec 31, 25+8300.01%
Ramiah Investment Group32.42KDec 31, 25+6.15K0.01%
GOLDMAN SACHS GROUP INC31.83KDec 31, 25+11.24K0.01%
Atomi Financial Group, Inc.31.70KDec 31, 25+4.32K0.01%
CURA WEALTH ADVISORS, LLC30.82KDec 31, 25+2350.01%
WORLD EQUITY GROUP, INC.30.31KDec 31, 25+4.77K0.01%
Certified Advisory Corp30.05KDec 31, 25-1.48K0.01%
Valeo Financial Advisors, LLC29.89KDec 31, 25+8100.01%
INSIGNEO ADVISORY SERVICES, LLC29.66KDec 31, 25+3260.01%
BENNETT SELBY INVESTMENTS LP29.30KDec 31, 25-61.35K0.01%
Thomasville National Bank28.60KDec 31, 25--0.01%
NOVEM GROUP28.56KDec 31, 25--0.01%
Future Financial Wealth Managment LLC28.55KDec 31, 25-4.17K0.01%
MILLENNIUM MANAGEMENT LLC28.20KDec 31, 25+28.20K0.01%
SRS Capital Advisors, Inc.28.02KDec 31, 25-7190.01%
BCS Wealth Management27.81KDec 31, 25+13.90K0.01%
M Holdings Securities, Inc.27.16KDec 31, 25+27.16K0.01%
Cornerstone Wealth Management, LLC26.96KDec 31, 25-120.01%
Aptus Capital Advisors, LLC26.80KDec 31, 25-1000.01%
HBW Advisory Services LLC26.75KDec 31, 25-2.50K0.01%
WCG Wealth Advisors LLC26.06KDec 31, 25-1740.01%
Sigma Planning Corp25.23KDec 31, 25-8.48K0.01%
NATIONAL BANK OF CANADA /FI/24.97KDec 31, 25-2400.01%
Prosperity Wealth Management, Inc.24.78KDec 31, 25+5.97K0.01%
Summit Financial Wealth Advisors, LLC24.69KDec 31, 25-2.12K0.01%
FIRST FOUNDATION ADVISORS23.88KDec 31, 25-8.68K0.01%
Venture Visionary Partners LLC23.75KDec 31, 25+2630.01%
Capital CS Group, LLC23.58KDec 31, 25+2.78K0.01%
Maridea Wealth Management LLC23.57KDec 31, 25+920.01%
Apollon Wealth Management, LLC23.52KDec 31, 25-3.41K0.01%
AMERIFLEX GROUP, INC.23.47KDec 31, 25-26.76K0.01%
Koshinski Asset Management, Inc.23.14KDec 31, 25+1.51K0.01%
IFP Advisors, Inc22.73KDec 31, 25+3.93K0.01%
Aviance Capital Partners, LLC22.66KDec 31, 25-2860.01%
Nicholas Hoffman & Company, LLC.22.57KDec 31, 25--0.01%
Clear Creek Financial Management, LLC22.47KDec 31, 25-8590.01%
Cerity Partners LLC22.45KDec 31, 25-9.46K0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC22.01KDec 31, 25-6.74K0.01%
Global Retirement Partners, LLC21.65KDec 31, 25+1.47K0.00%
SEAVIEW INVESTMENT MANAGERS LLC21.55KDec 31, 25+21.55K0.00%
CWM, LLC20.97KDec 31, 25-74.66K0.00%
Accredited Investors Inc.20.72KDec 31, 25--0.00%
Jackson Hole Capital Partners, LLC20.62KDec 31, 25-5.51K0.00%
Chicago Partners Investment Group LLC20.41KDec 31, 25+4.24K0.00%
Belpointe Asset Management LLC20.25KDec 31, 25-9.04K0.00%
Disciplined Investments, LLC20.24KDec 31, 25+6.15K0.00%
Sage Capital Advisors,llc20.19KDec 31, 25-4.16K0.00%
WealthTrust Axiom LLC19.68KDec 31, 25--0.00%
CFO4Life Group, LLC19.63KDec 31, 25--0.00%
Mallini Complete Financial Planning LLC19.33KDec 31, 25+1.33K0.00%
Avidian Wealth Solutions, LLC19.25KDec 31, 25+19.25K0.00%
CI Private Wealth, LLC19.23KDec 31, 25+7.17K0.00%
Savvy Advisors, Inc.19.15KDec 31, 25+19.15K0.00%
VestGen Advisors, LLC18.83KDec 31, 25+2270.00%
NORTHWEST WEALTH MANAGEMENT, LLC18.54KDec 31, 25--0.00%
Mathes Company, Inc.18.47KDec 31, 25--0.00%
Traynor Capital Management, Inc.18.34KDec 31, 25-200.00%
MWA Asset Management18.18KDec 31, 25--0.00%
AQR CAPITAL MANAGEMENT LLC18.13KDec 31, 25--0.00%
STEPHENS INC /AR/18.10KDec 31, 25+7720.00%
NOMURA HOLDINGS INC18.09KDec 31, 25+18.09K0.00%
Ausdal Financial Partners, Inc.17.96KDec 31, 25-101.00K0.00%
Resources Investment Advisors, LLC.17.79KDec 31, 25+2.60K0.00%
Concurrent Investment Advisors, LLC17.72KDec 31, 25-1.07K0.00%
CERTIOR FINANCIAL GROUP, LLC17.47KDec 31, 25+3.00K0.00%
READYSTATE ASSET MANAGEMENT LP17.31KDec 31, 25+17.31K0.00%
GHE, LLC17.20KDec 31, 25--0.00%
HOLLENCREST CAPITAL MANAGEMENT17.11KDec 31, 25+8.21K0.00%
Patriot Financial Group Insurance Agency, LLC17.06KDec 31, 25+430.00%
Arkadios Wealth Advisors16.70KDec 31, 25+4.35K0.00%
D.A. DAVIDSON & CO.16.67KDec 31, 25-2.00K0.00%
Beverly Hills Private Wealth, LLC16.65KDec 31, 25-1.45K0.00%
Pathstone Holdings, LLC16.63KDec 31, 25+16.63K0.00%
Herold Advisors, Inc.16.63KDec 31, 25+3.46K0.00%
Gateway Wealth Partners, LLC16.26KDec 31, 25-8450.00%
BENJAMIN EDWARDS INC15.99KDec 31, 25-2.54K0.00%
United Advisor Group, LLC15.95KDec 31, 25+1500.00%
MELFA WEALTH MANAGEMENT, LLC15.92KDec 31, 25--0.00%
Merkkuri Wealth Advisors LLC15.84KDec 31, 25--0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC15.62KDec 31, 25+2.25K0.00%
Whipplewood Advisors, LLC15.29KDec 31, 25--0.00%
Spire Wealth Management14.30KDec 31, 25+7500.00%
KINGSWOOD WEALTH ADVISORS, LLC14.29KDec 31, 25+6560.00%
KESTRA PRIVATE WEALTH SERVICES, LLC14.08KDec 31, 25-1.18K0.00%
CIBC Private Wealth Group, LLC13.97KDec 31, 25-6.05K0.00%
Investmark Advisory Group LLC13.96KDec 31, 25-1.10K0.00%
Syverson Strege & Co13.44KDec 31, 25+1510.00%
BlackRock, Inc.13.44KDec 31, 25+6.67K0.00%
Almanack Investment Partners, LLC.13.36KDec 31, 25--0.00%
Creekside Partners13.19KDec 31, 25+13.19K0.00%
US BANCORP \DE\13.18KDec 31, 25+2.22K0.00%
Brookstone Capital Management12.92KDec 31, 25-164.44K0.00%
Mezzasalma Advisors, LLC12.79KDec 31, 25-49.95K0.00%
GWN SECURITIES INC.12.63KDec 31, 25+12.63K0.00%
Colony Group, LLC12.41KDec 31, 25+12.41K0.00%
Vestmark Advisory Solutions, Inc.12.26KDec 31, 25+12.26K0.00%
Mount Yale Investment Advisors, LLC12.26KDec 31, 25+4200.00%
Snowden Capital Advisors LLC12.16KDec 31, 25-1.38K0.00%
Lifestyle Asset Management, Inc.12.11KDec 31, 25+2520.00%
SUMMITRY LLC12.00KDec 31, 25--0.00%
EP Wealth Advisors, LLC11.84KDec 31, 25+11.84K0.00%
Geneos Wealth Management Inc.11.84KDec 31, 25-3.25K0.00%
Oxinas Partners Wealth Management LLC11.50KDec 31, 25-1580.00%
Fortis Group Advisors, LLC11.42KDec 31, 25+11.42K0.00%
TPG Advisors LLC11.38KDec 31, 25+5450.00%
Advisory Services Network, LLC11.38KDec 31, 25-1.76K0.00%
Capital Investment Advisors, LLC11.37KDec 31, 25-4090.00%
HARBOUR INVESTMENTS, INC.11.32KDec 31, 25+4.62K0.00%
Kingsview Wealth Management, LLC11.24KDec 31, 25-2.06K0.00%
Baker Avenue Asset Management, LP11.13KDec 31, 25-7.54K0.00%
Allworth Financial LP11.10KDec 31, 25+3.04K0.00%
Concord Wealth Partners10.94KDec 31, 25+1770.00%
FIRETHORN WEALTH PARTNERS, LLC10.88KDec 31, 25+3750.00%
CWC Advisors, LLC.10.84KDec 31, 25--0.00%
ADAPT WEALTH ADVISORS, LLC10.83KDec 31, 25+10.83K0.00%
Financial Alternatives, Inc10.44KDec 31, 25-3.44K0.00%
SeaCrest Wealth Management, LLC10.40KDec 31, 25-12.75K0.00%
Beacon Pointe Advisors, LLC10.37KDec 31, 25-16.14K0.00%
NBC SECURITIES, INC.10.17KDec 31, 25-1.34K0.00%
Oxbow Advisors, LLC10.07KDec 31, 25+10.07K0.00%
Ameritas Advisory Services, LLC10.05KDec 31, 25-1.00K0.00%
WESBANCO BANK INC10.03KDec 31, 25+10.03K0.00%
Consilium Wealth Advisory, LLC10.00KDec 31, 25--0.00%
CENTAURUS FINANCIAL, INC.7.66KDec 31, 25-8160.00%
Sound Income Strategies, LLC7.43KDec 31, 25+2.16K0.00%
Larson Financial Group LLC7.10KDec 31, 25+150.00%
Federation des caisses Desjardins du Quebec6.89KDec 31, 25-6000.00%
Sunbelt Securities, Inc.6.76KDec 31, 25-5400.00%
Golden State Wealth Management, LLC6.26KDec 31, 25+1900.00%
FNY Investment Advisers, LLC5.60KDec 31, 25--0.00%
EverSource Wealth Advisors, LLC5.00KDec 31, 25--0.00%
Cape Investment Advisory, Inc.4.86KDec 31, 25+4.86K0.00%
Atlantic Union Bankshares Corp4.63KDec 31, 25--0.00%
SageView Advisory Group, LLC4.17KDec 31, 25+4.17K0.00%
WFA of San Diego, LLC3.90KDec 31, 25+7530.00%
ST GERMAIN D J CO INC3.62KDec 31, 25--0.00%
Bogart Wealth, LLC3.35KDec 31, 25--0.00%
Anfield Capital Management, LLC3.03KDec 31, 25--0.00%
EASTERN BANK3.00KDec 31, 25--0.00%
Nova Wealth Management, Inc.2.89KDec 31, 25-2.80K0.00%
HUNTINGTON NATIONAL BANK2.73KDec 31, 25--0.00%
LRI Investments, LLC2.20KDec 31, 25--0.00%
HHM Wealth Advisors, LLC2.12KDec 31, 25--0.00%
Smartleaf Asset Management LLC2.04KDec 31, 25--0.00%
ROTHSCHILD INVESTMENT LLC2.00KDec 31, 25--0.00%
Heritage Wealth Advisors2.00KDec 31, 25+2.00K0.00%
Western Pacific Wealth Management, LP2.00KDec 31, 25--0.00%
Moisand Fitzgerald Tamayo, LLC1.84KDec 31, 25--0.00%
Ronald Blue Trust, Inc.1.83KDec 31, 25+4360.00%
Coston, McIsaac & Partners1.74KDec 31, 25+390.00%
WEBSTER BANK, N. A.1.46KDec 31, 25--0.00%
Evelyn Partners Asset Management Ltd1.29KDec 31, 25--0.00%
Root Financial Partners, LLC1.11KDec 31, 25+4800.00%
COUNTRY TRUST BANK1.00KDec 31, 25--0.00%
North Star Investment Management Corp.900Dec 31, 25--0.00%
FLAGSHIP HARBOR ADVISORS, LLC894Dec 31, 25+8940.00%
Compass Financial Services Inc835Dec 31, 25--0.00%
Dunhill Financial, LLC510Dec 31, 25--0.00%
Inlight Wealth Management, LLC450Dec 31, 25--0.00%
Salomon & Ludwin, LLC352Dec 31, 25--0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC300Dec 31, 25--0.00%
Avion Wealth277Dec 31, 25+90.00%
GABLES CAPITAL MANAGEMENT INC.275Dec 31, 25--0.00%
Roble, Belko & Company, Inc225Dec 31, 25+2250.00%
Darwin Wealth Management, LLC184Dec 31, 25--0.00%
HIGHLINE WEALTH PARTNERS LLC100Dec 31, 25--0.00%
Parallel Advisors, LLC94Dec 31, 25--0.00%
Greykasell Wealth Strategies, Inc.80Dec 31, 25+800.00%
Holos Integrated Wealth LLC65Dec 31, 25+20.00%
BOK Financial Private Wealth, Inc.64Dec 31, 25+640.00%
Key FInancial Inc33Dec 31, 25--0.00%
MASSMUTUAL TRUST CO FSB/ADV4Dec 31, 25--0.00%
Russell Investments Group, Ltd.3Dec 31, 25-1970.00%
BNP PARIBAS ARBITRAGE, SNC1Dec 31, 25--0.00%
EQ WEALTH ADVISORS, LLC1Dec 31, 25+10.00%
Crossmark Global Holdings, Inc.--Dec 31, 25-10.49K--
PFG Advisors--Dec 31, 25-77.30K--
Financial Management Professionals, Inc.--Dec 31, 25-200--
FLC Capital Advisors--Dec 31, 25-10.13K--
INTEGRITY WEALTH ADVISORS, INC.--Dec 31, 25-11.40K--
JPMORGAN CHASE & CO--Dec 31, 25-8--
Yukon Wealth Management, Inc.--Dec 31, 25-13.00K--
Parkside Financial Bank & Trust--Dec 31, 25-3.00K--
Strategic Financial Concepts, LLC--Dec 31, 25-15.25K--
CreativeOne Wealth, LLC--Dec 31, 25-10.79K--
Gridiron Partners, LLC--Dec 31, 25-3.38M--
AXXCESS WEALTH MANAGEMENT, LLC--Dec 31, 25-12.27K--
PIN OAK INVESTMENT ADVISORS INC--Dec 31, 25-304--
J.Safra Asset Management Corp--Dec 31, 25-260--
Integrated Wealth Concepts LLC--Dec 31, 25-48.17K--
Global Assets Advisory, LLC--Dec 31, 25-12.73K--
SALEM INVESTMENT COUNSELORS INC--Dec 31, 25-300--
LEAVELL INVESTMENT MANAGEMENT, INC.--Dec 31, 25-10.80K--
Owen LaRue, LLC--Dec 31, 25-27.84K--
TWO SIGMA SECURITIES, LLC--Dec 31, 25-15.02K--
Institute for Wealth Management, LLC.--Dec 31, 25-12.26K--
DRIVE WEALTH MANAGEMENT, LLC--Dec 31, 25-24.35K--
EVOKE WEALTH, LLC--Dec 31, 25-10.23K--
DAVENPORT & Co LLC--Dec 31, 25-15.82K--
Consolidated Portfolio Review Corp--Dec 31, 25-38.90K--
Visionary Wealth Advisors--Dec 31, 25-11.87K--
HANTZ FINANCIAL SERVICES, INC.--Dec 31, 25-550--
JONES FINANCIAL COMPANIES LLLP--Dec 31, 25-166--
Icon Wealth Advisors, LLC--Dec 31, 25-9.80K--
B. Riley Wealth Advisors, Inc.--Dec 31, 25-16.19K--
Signal Advisors Wealth, LLC--Dec 31, 25-31.54K--
Kingstone Capital Partners Texas, LLC--Dec 31, 25-14.50K--
NWF Advisory Services Inc.--Dec 31, 25-11.70K--
Newbridge Financial Services Group, Inc.--Dec 31, 25-27.07K--
WINEBRENNER CAPITAL MANAGEMENT LLC--Dec 31, 25-13.25K--
GPS Wealth Strategies Group, LLC--Dec 31, 25-9.27K--
Quantum Private Wealth, LLC--Dec 31, 25-16.19K--
CHOREO, LLC--Dec 31, 25-50.00K--
NATURAL INVESTMENTS, LLC--Dec 31, 25-10.60K--
AlphaCore Capital LLC--Dec 31, 25-24.92K--
MAS Advisors LLC60.46KSep 30, 25+12.15K0.01%
Arcus Capital Partners, LLC22.40KSep 30, 25--0.01%
OPTIMUM INVESTMENT ADVISORS18.60KSep 30, 25--0.00%
AllSquare Wealth Management LLC8.41KSep 30, 25--0.00%
Strategic Wealth Partners, Ltd.530Sep 30, 25+5300.00%
Sonora Investment Management Group, LLC--Sep 30, 25-10.53K--
L.M. KOHN & COMPANY--Sep 30, 25-11.79K--
AVANTAX ADVISORY SERVICES, INC.129.72KJun 30, 25-110.13K0.03%
Atria Wealth Solutions, Inc.78.40KJun 30, 25-1.44M0.02%
Summit X, LLC23.98KJun 30, 25-36.24K0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP1.70KJun 30, 25+1.70K0.00%
Orion Portfolio Solutions, LLC213.37KMar 31, 25+9.80K0.05%
Lindbrook Capital, LLC3.00KMar 31, 25--0.00%
Spectrum Wealth Counsel, LLC300Mar 31, 25--0.00%
HBC Financial Services, PLLC5.00KDec 31, 24--0.00%
AlphaMark Advisors, LLC1.73KDec 31, 24+860.00%
WR Wealth Planners, LLC837Dec 31, 24+280.00%
Sugarloaf Wealth Management, LLC809Dec 31, 24-4440.00%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-1.28K--
Raymond James Financial Services Advisors, Inc.739.09KSep 30, 24+98.92K0.17%
RAYMOND JAMES & ASSOCIATES241.40KSep 30, 24-185.83K0.06%
RAYMOND JAMES TRUST N.A.48.74KSep 30, 24--0.01%
Gateway Advisory, LLC41.80KSep 30, 24+7760.01%
All Season Financial Advisors, Inc.38.21KSep 30, 24+5550.01%
Waypoint Capital Advisors, LLC16.81KSep 30, 24-5.21K0.00%
FinTrust Capital Advisors, LLC1.36KSep 30, 24+1.32K0.00%
SpiderRock Advisors, LLC--Sep 30, 24-18.89K--
Kingfisher Capital LLC--Sep 30, 24-359.65K--
Gratus Capital LLC12.70KJun 30, 24+12.70K0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.1.99KJun 30, 24--0.00%
ICA Group Wealth Management, LLC--Jun 30, 24-3.47K--
Cetera Advisors LLC230.21KMar 31, 24+38.41K0.05%
Cetera Advisor Networks LLC151.62KMar 31, 24+6.10K0.03%
Highlander Capital Management, LLC5.00KMar 31, 24-7000.00%
Retirement Group, LLC1.31KMar 31, 24-6.79K0.00%
CAMBRIDGE TRUST CO--Mar 31, 24-497--
FOCUS FINANCIAL NETWORK INC /ADV30.48KDec 31, 23+30.48K0.01%
Baystate Wealth Management LLC1.00KDec 31, 23+1.00K0.00%
Icon Wealth Partners, LLC45.72KSep 30, 23-1.46K0.01%
Claybrook Capital, LLC37.38KSep 30, 23--0.01%
BDO Wealth Advisors, LLC285.19KJun 30, 23+10.08K0.07%
Kistler-Tiffany Companies, LLC840Jun 30, 23+8400.00%
ASSET MANAGEMENT CORP /IL/ /ADV39.35KMar 31, 23-11.99K0.01%
Lehman & Derafelo Financial Resources LLC46.61KDec 31, 22-5.57K0.01%
American Portfolios Advisors57.46KSep 30, 22+3.08K0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC17.64KSep 30, 22+450.00%
Strategic Asset Management, LLC800Sep 30, 22--0.00%
Spectrum Management Group, LLC163Sep 30, 22--0.00%
ACG Wealth--Sep 30, 22-826--
B. Riley Wealth Management, Inc.100.40KJun 30, 22+17.09K0.02%
Meristem Family Wealth, LLC53.95KMar 31, 22--0.01%
STRATEGIC WEALTH MANAGEMENT INC200.19KDec 31, 21+4.35K0.05%
NEXT Financial Group, Inc61.11KDec 31, 21+47.67K0.01%
Biltmore Capital Advisors LLC28.55KDec 31, 21+28.55K0.01%
Crescent Capital Consulting, LLC8.85KDec 31, 21+2180.00%
REILLY FINANCIAL ADVISORS, LLC284Dec 31, 21+2840.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV43.10KSep 30, 21+8.50K0.01%
Ameritas Investment Company, LLC10.88KSep 30, 21+3.30K0.00%
OLD MISSION CAPITAL, LLC10.80KDec 31, 20+10.80K0.00%
Winslow, Evans & Crocker, Inc.150Dec 31, 20--0.00%
Secrest Blakey & Associates, LLC137.92KSep 30, 20+21.90K0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.154.42KDec 31, 19+16.64K0.04%
Advisor Group, Inc.86.95KDec 31, 19+300.02%
BB&T SECURITIES, LLC29.75KSep 30, 19+2.62K0.01%
Wealth & Pension Services Group, Inc.22.35KSep 30, 19+4020.01%
Planning Solutions Group LLC59.95KJun 30, 19+6.00K0.01%
NEXT Financial Holdings600Mar 31, 19+6000.00%
Horizon Kinetics LLC257.00KDec 31, 18-5.71K0.06%
PENN MUTUAL LIFE INSURANCE CO--Jun 30, 18-85.00K--
Allegis Investment Advisors, LLC--Mar 31, 18-7.41K--
Commonwealth Equity Services, Inc175.41KJun 30, 17+24.93K0.04%
TRENT CAPITAL MANAGEMENT INC /NC/12.34KJun 30, 17+12.34K0.00%
Virtu KCG Holdings LLC8.69KJun 30, 17+8.69K0.00%
FIRST FINANCIAL EQUITY CORPORATION11.93KMar 31, 17+11.93K0.00%
MSI Financial Services Inc14.59KDec 31, 16-1.62K0.00%
BlackRock Investment Management, LLC676Dec 31, 16+6760.00%
Stanford Investment Group, Inc.--Dec 31, 16-2.00K--
Limestone Value Partners, LLC147.84KSep 30, 16-9.80K0.03%
Belmont Global Advisors, Inc.29.57KSep 30, 16--0.01%
Investors Capital Advisory Services12.55KJun 30, 16-8.89K0.00%
SUMMIT CAPITAL MANAGEMENT LLC21.36KMar 31, 16+6960.00%
MANAGED ACCOUNT ADVISORS LLC--Jun 30, 15-26--
COHEN & STEERS CAPITAL MANAGEMENT INC482.57KMar 31, 15+482.57K0.11%
BAIRD ROBERT W & CO INC /WI/--Mar 31, 15-12.79K--
FOUNDERS BANK & TRUST2.66KDec 31, 14--0.00%
UBS AG556.65KSep 30, 14+231.77K0.13%
COMMUNITY BANK SYSTEM, INC.500Sep 30, 14--0.00%
US GLOBAL INVESTORS FUNDS5.00KDec 31, 13+5.00K0.00%
Jane Street Holding, LLC--Dec 31, 13-8.02K--