Pimco Municipal Income Fund II(PML)

$7.59▲0.07 (93.08%)

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Pimco Municipal Income Fund II(PML)

NYSE

$7.59▲0.07 (93.08%)

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PML(PML)

PML

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 242 Institutional Holders

Holder	Shares	Date	Change	% Held
Bramshill Investments, LLC	7.58M	Mar 31, 26	+1.23M	6.04%
RIVERNORTH CAPITAL MANAGEMENT, LLC	4.25M	Mar 31, 26	-778.38K	3.39%
Hennion & Walsh Asset Management, Inc.	2.60M	Mar 31, 26	-213.87K	2.07%
GUGGENHEIM CAPITAL LLC	2.58M	Mar 31, 26	+243.10K	2.06%
MORGAN STANLEY	1.70M	Mar 31, 26	-34.39K	1.36%
TORONTO DOMINION BANK	1.68M	Mar 31, 26	+1.68M	1.34%
WELLS FARGO & COMPANY/MN	1.40M	Mar 31, 26	-13.76K	1.11%
Arkadios Wealth Advisors	1.09M	Mar 31, 26	+1.09M	0.87%
Wagner Wealth Management, LLC	1.08M	Mar 31, 26	+108.91K	0.86%
VAN ECK ASSOCIATES CORP	1.04M	Mar 31, 26	+273.19K	0.83%
Allspring Global Investments Holdings, LLC	880.65K	Mar 31, 26	--	0.70%
BANK OF AMERICA CORP /DE/	830.28K	Mar 31, 26	+505.45K	0.66%
ENVESTNET ASSET MANAGEMENT INC	789.36K	Mar 31, 26	+123.20K	0.63%
Advisors Asset Management, Inc.	750.16K	Mar 31, 26	+25.09K	0.60%
Gridiron Partners, LLC	637.27K	Mar 31, 26	-58.35K	0.51%
Cetera Investment Advisers	597.59K	Mar 31, 26	+20.72K	0.48%
UBS Group AG	576.05K	Mar 31, 26	+129.79K	0.46%
ADVISOR GROUP HOLDINGS, INC.	563.27K	Mar 31, 26	+85.25K	0.45%
STIFEL FINANCIAL CORP	541.29K	Mar 31, 26	+3.40K	0.43%
ROBINSON CAPITAL MANAGEMENT, LLC	510.05K	Mar 31, 26	+217.27K	0.41%
GenTrust, LLC	507.76K	Mar 31, 26	+211	0.40%
LPL Financial LLC	470.76K	Mar 31, 26	+65.35K	0.37%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	461.35K	Mar 31, 26	--	0.37%
Williams & Novak, LLC	371.14K	Mar 31, 26	+31.50K	0.30%
Fiera Capital Corp	334.67K	Mar 31, 26	-280.13K	0.27%
CAPTRUST FINANCIAL ADVISORS	308.10K	Mar 31, 26	+24.84K	0.25%
GILL CAPITAL PARTNERS, LLC	264.16K	Mar 31, 26	+20.65K	0.21%
Cambridge Investment Research Advisors, Inc.	244.92K	Mar 31, 26	+72.53K	0.20%
RAYMOND JAMES FINANCIAL INC	244.67K	Mar 31, 26	-6.12K	0.19%
Lido Advisors, LLC	235.79K	Mar 31, 26	+2.30K	0.19%
Wakefield Asset Management LLLP	233.50K	Mar 31, 26	+18.93K	0.19%
Bank of New York Mellon Corp	230.27K	Mar 31, 26	-58.13K	0.18%
Ellis Investment Partners, LLC	218.54K	Mar 31, 26	+5.04K	0.17%
ROYAL BANK OF CANADA	215.85K	Mar 31, 26	+20.18K	0.17%
TRUIST FINANCIAL CORP	182.82K	Mar 31, 26	+9.17K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	168.94K	Mar 31, 26	-51.12K	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	155.26K	Mar 31, 26	+21.45K	0.12%
MELFA WEALTH MANAGEMENT, LLC	153.69K	Mar 31, 26	--	0.12%
Cove Private Wealth, LLC	148.39K	Mar 31, 26	--	0.12%
Summit Trail Advisors, LLC	144.82K	Mar 31, 26	+130.64K	0.12%
GeoWealth Management, LLC	110.38K	Mar 31, 26	+21.89K	0.09%
Allen Mooney & Barnes Investment Advisors LLC	104.22K	Mar 31, 26	-56.26K	0.08%
Koshinski Asset Management, Inc.	102.81K	Mar 31, 26	--	0.08%
Cypress Capital Group	102.72K	Mar 31, 26	+7.80K	0.08%
SEI INVESTMENTS CO	87.55K	Mar 31, 26	+4.19K	0.07%
Rockefeller Capital Management L.P.	85.90K	Mar 31, 26	+5.67K	0.07%
JANE STREET GROUP, LLC	84.62K	Mar 31, 26	-264.15K	0.07%
INTEGRATED CAPITAL MANAGEMENT, INC.	79.09K	Mar 31, 26	+14.11K	0.06%
DUNCKER STREETT & CO INC	74.77K	Mar 31, 26	--	0.06%
SMITH, MOORE & CO.	74.17K	Mar 31, 26	-95.51K	0.06%
Whipplewood Advisors, LLC	73.13K	Mar 31, 26	-92	0.06%
NewEdge Advisors, LLC	72.51K	Mar 31, 26	+5.81K	0.06%
COHEN & STEERS, INC.	70.00K	Mar 31, 26	--	0.06%
Cornerstone Advisory, LLC	67.38K	Mar 31, 26	-19.92K	0.05%
Global Endowment Management, LP	64.35K	Mar 31, 26	--	0.05%
Integrated Wealth Concepts LLC	61.71K	Mar 31, 26	+1.00K	0.05%
AMERIPRISE FINANCIAL INC	57.35K	Mar 31, 26	-100.88K	0.05%
Nuveen, LLC	57.06K	Mar 31, 26	+2.00K	0.05%
Colony Group, LLC	56.12K	Mar 31, 26	+688	0.04%
Noble Wealth Management PBC	55.13K	Mar 31, 26	+14.26K	0.04%
HighTower Advisors, LLC	52.08K	Mar 31, 26	-5.51K	0.04%
Ackerman Capital Advisors, LLC	50.26K	Mar 31, 26	+50.26K	0.04%
Traynor Capital Management, Inc.	44.79K	Mar 31, 26	-16.99K	0.04%
Cito Capital Group, LLC	43.80K	Mar 31, 26	--	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	43.02K	Mar 31, 26	-7.93K	0.03%
Baird Financial Group, Inc.	43.01K	Mar 31, 26	+43.01K	0.03%
HARBOUR INVESTMENTS, INC.	41.83K	Mar 31, 26	+28.17K	0.03%
Stratos Wealth Partners, LTD.	40.01K	Mar 31, 26	+9.50K	0.03%
Calamos Advisors LLC	38.88K	Mar 31, 26	-34.19K	0.03%
Arlington Capital Management, Inc.	37.38K	Mar 31, 26	+37.38K	0.03%
BTG Pactual Asset Management US LLC	37.34K	Mar 31, 26	+37.34K	0.03%
Allworth Financial LP	36.92K	Mar 31, 26	+562	0.03%
NOVEM GROUP	34.70K	Mar 31, 26	+471	0.03%
Prospera Financial Services Inc	34.32K	Mar 31, 26	--	0.03%
Moors & Cabot, Inc.	32.55K	Mar 31, 26	+1.71K	0.03%
Wealth Alliance Advisory Group, LLC	31.40K	Mar 31, 26	--	0.03%
Joel Isaacson & Co., LLC	31.33K	Mar 31, 26	+353	0.02%
MML INVESTORS SERVICES, LLC	30.02K	Mar 31, 26	-4.35K	0.02%
River Street Advisors LLC	29.24K	Mar 31, 26	+6	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	27.08K	Mar 31, 26	+27.08K	0.02%
Hunter Perkins Capital Management, LLC	26.64K	Mar 31, 26	--	0.02%
Kercheville Advisors, LLC	26.02K	Mar 31, 26	-400	0.02%
Venture Visionary Partners LLC	25.47K	Mar 31, 26	+5.60K	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	25.06K	Mar 31, 26	+109	0.02%
NOMURA HOLDINGS INC	25.00K	Mar 31, 26	+3.90K	0.02%
JOURNEY STRATEGIC WEALTH LLC	24.54K	Mar 31, 26	+6.19K	0.02%
BANK OF MONTREAL /CAN/	24.38K	Mar 31, 26	-22.55K	0.02%
NATURAL INVESTMENTS, LLC	24.27K	Mar 31, 26	--	0.02%
Capital Investment Advisors, LLC	23.50K	Mar 31, 26	-1.34K	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	23.30K	Mar 31, 26	-2.04K	0.02%
GRIMES & COMPANY, INC.	23.12K	Mar 31, 26	+4.68K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	22.67K	Mar 31, 26	--	0.02%
XTX Topco Ltd	22.40K	Mar 31, 26	-25.34K	0.02%
HOLLENCREST CAPITAL MANAGEMENT	22.14K	Mar 31, 26	+2.77K	0.02%
COMMERCE BANK	22.07K	Mar 31, 26	+5.93K	0.02%
MAI Capital Management	21.99K	Mar 31, 26	-375	0.02%
Concurrent Investment Advisors, LLC	21.88K	Mar 31, 26	+21.88K	0.02%
ACT Advisors, LLC.	21.41K	Mar 31, 26	+819	0.02%
Beta Wealth Group, Inc.	20.80K	Mar 31, 26	+316	0.02%
Virtu Financial LLC	19.95K	Mar 31, 26	-127.52K	0.02%
RFG Advisory, LLC	19.82K	Mar 31, 26	+2.20K	0.02%
FIFTH THIRD BANCORP	19.64K	Mar 31, 26	+19.64K	0.02%
Spire Wealth Management	19.50K	Mar 31, 26	--	0.02%
Canal Capital Management, LLC	19.37K	Mar 31, 26	+19.37K	0.02%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	18.62K	Mar 31, 26	-119.61K	0.01%
B. Riley Wealth Advisors, Inc.	18.17K	Mar 31, 26	--	0.01%
Savvy Advisors, Inc.	16.55K	Mar 31, 26	--	0.01%
Seelaus Asset Management LLC	15.85K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	15.83K	Mar 31, 26	--	0.01%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	15.44K	Mar 31, 26	+15.44K	0.01%
Hudock, Inc.	15.32K	Mar 31, 26	--	0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC	15.05K	Mar 31, 26	--	0.01%
WEALTH EFFECTS LLC	15.00K	Mar 31, 26	+15.00K	0.01%
HOHIMER WEALTH MANAGEMENT, LLC	15.00K	Mar 31, 26	+15.00K	0.01%
Cerity Partners LLC	14.89K	Mar 31, 26	-82	0.01%
CITY HOLDING CO	14.54K	Mar 31, 26	--	0.01%
Mariner, LLC	14.45K	Mar 31, 26	-974	0.01%
HRT FINANCIAL LP	13.95K	Mar 31, 26	+13.95K	0.01%
Greenspring Advisors, LLC	13.59K	Mar 31, 26	--	0.01%
Kestra Advisory Services, LLC	13.35K	Mar 31, 26	-2.72K	0.01%
StoneX Group Inc.	12.53K	Mar 31, 26	-132.67K	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	11.84K	Mar 31, 26	+180	0.01%
Bright Futures Wealth Management, LLC.	11.67K	Mar 31, 26	+11.67K	0.01%
Palogic Value Management, L.P.	11.40K	Mar 31, 26	--	0.01%
DAVENPORT & Co LLC	11.39K	Mar 31, 26	-536	0.01%
CWC Advisors, LLC.	10.76K	Mar 31, 26	+10.76K	0.01%
SIT INVESTMENT ASSOCIATES INC	9.85K	Mar 31, 26	--	0.01%
Clear Point Advisors Inc.	8.02K	Mar 31, 26	+8.02K	0.01%
NBC SECURITIES, INC.	7.04K	Mar 31, 26	+107	0.01%
Advisory Services Network, LLC	6.40K	Mar 31, 26	+6.40K	0.01%
JONES FINANCIAL COMPANIES LLLP	5.77K	Mar 31, 26	+5.54K	0.00%
US BANCORP \DE\	5.70K	Mar 31, 26	--	0.00%
Global Wealth Strategies & Associates	5.46K	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	3.67K	Mar 31, 26	+3.67K	0.00%
IFP Advisors, Inc	3.22K	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.80K	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	2.22K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	2.02K	Mar 31, 26	-1.18K	0.00%
PETERSON WEALTH MANAGEMENT	1.63K	Mar 31, 26	+1.63K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.61K	Mar 31, 26	+443	0.00%
Axiom Investment Management LLC	1.53K	Mar 31, 26	+1.53K	0.00%
Penserra Capital Management LLC	1.49K	Mar 31, 26	+1.49K	0.00%
SIGNATUREFD, LLC	1.27K	Mar 31, 26	+268	0.00%
AMERIFLEX GROUP, INC.	1.10K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.04K	Mar 31, 26	--	0.00%
FNY Investment Advisers, LLC	1.00K	Mar 31, 26	--	0.00%
Main Street Group, LTD	686	Mar 31, 26	+686	0.00%
HIGHLINE WEALTH PARTNERS LLC	650	Mar 31, 26	+250	0.00%
Atlantic Union Bankshares Corp	504	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	400	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	350	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	200	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	135	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	14	Mar 31, 26	-1.87K	0.00%
Kilter Group LLC	--	Mar 31, 26	-1.78K	--
FINANCIAL CONSULATE, INC	--	Mar 31, 26	-2.45K	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Mar 31, 26	-11.58K	--
TPG Advisors LLC	--	Mar 31, 26	-10.25K	--
Mutual Advisors, LLC	--	Mar 31, 26	-12.41K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-9.05K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-180	--
Beacon Pointe Advisors, LLC	--	Mar 31, 26	-25.52K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-13.94K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Mar 31, 26	-478.02K	--
CWM, LLC	--	Mar 31, 26	-900	--
Logan Stone Capital, LLC	--	Mar 31, 26	-159.01K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-28.74K	--
NORTHERN TRUST CORP	--	Mar 31, 26	-23.17K	--
Nemes Rush Group LLC	--	Mar 31, 26	-127	--
Marex Group plc	--	Mar 31, 26	-20.40K	--
MGO Private Wealth, LLC	--	Mar 31, 26	-31.02K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-17.33K	--
Catalytic Wealth RIA, LLC	--	Mar 31, 26	-88.49K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Mar 31, 26	-26.06K	--
Asset Dedication, LLC	--	Mar 31, 26	-3.45K	--
Wealth Alliance	--	Mar 31, 26	-15.00K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-15.47K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-26	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-16.94K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-8.97K	--
Permanent Capital Management, LP	--	Mar 31, 26	-18.18K	--
MOODY NATIONAL BANK TRUST DIVISION	--	Mar 31, 26	-14.82K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-60.22K	--
Navalign, LLC	--	Mar 31, 26	-225	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-66.92K	--
Alpha Cubed Investments, LLC	29.20K	Dec 31, 25	+416	0.02%
COMERICA BANK	18.88K	Dec 31, 25	+1.13K	0.02%
Global Retirement Partners, LLC	2.15K	Dec 31, 25	--	0.00%
TRUST CO OF VERMONT	1.70K	Dec 31, 25	--	0.00%
Wealthstream Advisors, Inc.	13.59K	Sep 30, 25	+13.59K	0.01%
Guerra Advisors Inc	2.44K	Sep 30, 25	+2.44K	0.00%
AVANTAX ADVISORY SERVICES, INC.	368.50K	Jun 30, 25	+115.17K	0.29%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-81.16K	--
Selway Asset Management	60.00K	Mar 31, 25	+45.00K	0.05%
Sandy Spring Bank	504	Mar 31, 25	--	0.00%
Nuveen Asset Management, LLC	59.80K	Dec 31, 24	--	0.05%
WINTRUST INVESTMENTS LLC	1.40K	Dec 31, 24	-200	0.00%
RAYMOND JAMES & ASSOCIATES	149.25K	Sep 30, 24	+468	0.12%
All Season Financial Advisors, Inc.	26.58K	Sep 30, 24	+8.00K	0.02%
Raymond James Financial Services Advisors, Inc.	24.01K	Sep 30, 24	-1.09K	0.02%
Carmichael Hill & Associates, Inc.	1.08K	Sep 30, 24	--	0.00%
Cetera Advisor Networks LLC	156.24K	Mar 31, 24	+4.20K	0.12%
Baystate Wealth Management LLC	1.00K	Dec 31, 23	+1.00K	0.00%
Claybrook Capital, LLC	280.19K	Sep 30, 23	--	0.22%
Claraphi Advisory Network, LLC	120.38K	Dec 31, 22	+62.91K	0.10%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	21.44K	Mar 31, 22	-5.71K	0.02%
NEXT Financial Group, Inc	1.00K	Dec 31, 21	+1.00K	0.00%
Alexandria Capital, LLC	554.19K	Sep 30, 21	-611	0.44%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	14.40K	Sep 30, 21	-3.10K	0.01%
Sonora Investment Management, LLC	8.32K	Sep 30, 21	--	0.01%
Hoover Financial Advisors, Inc.	1.62K	Jun 30, 21	+1.62K	0.00%
Winslow, Evans & Crocker, Inc.	2.98K	Dec 31, 20	+300	0.00%
Blue Chip Wealth Management, Inc.	17.50K	Sep 30, 20	+17.50K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	132.71K	Dec 31, 19	-2.92K	0.11%
Advisor Group, Inc.	15.96K	Dec 31, 19	+169	0.01%
CAPITAL ONE, NATIONAL ASSOCIATION	12.16K	Dec 31, 19	+12.16K	0.01%
SUNTRUST BANKS INC	20.66K	Sep 30, 19	-600	0.02%
Capital One Investing, Inc.	12.16K	Sep 30, 19	--	0.01%
LOEB PARTNERS CORP	600	Mar 31, 19	--	0.00%
Horizon Kinetics LLC	15.40K	Dec 31, 18	--	0.01%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	15.00K	Dec 31, 18	--	0.01%
Questar Asset Management, Inc.	11.05K	Dec 31, 18	+11.05K	0.01%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	11.92K	Sep 30, 18	+300	0.01%
KHP Capital, LLC	5.46K	Sep 30, 18	--	0.00%
Edge Advisors, LLC	10.50K	Jun 30, 18	--	0.01%
IFC Holdings Incorporated/FL	--	Dec 31, 17	-13.29K	--
Commonwealth Equity Services, Inc	51.42K	Jun 30, 17	-306	0.04%
Virtu KCG Holdings LLC	11.32K	Jun 30, 17	+11.32K	0.01%
FIRST FINANCIAL EQUITY CORPORATION	45.21K	Mar 31, 17	+45.21K	0.04%
MSI Financial Services Inc	7.27K	Dec 31, 16	-6.62K	0.01%
Investors Capital Advisory Services	77.69K	Jun 30, 16	-34.50K	0.06%
VSR Financial Services, Inc.	16.26K	Jun 30, 16	--	0.01%
COHEN & STEERS CAPITAL MANAGEMENT INC	421.89K	Mar 31, 15	+421.89K	0.34%
BAIRD ROBERT W & CO INC /WI/	33.83K	Mar 31, 15	+11.05K	0.03%
VALLEY NATIONAL BANCORP	2.33K	Dec 31, 14	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	1.67K	Dec 31, 14	--	0.00%
UBS AG	240.16K	Sep 30, 14	+122.05K	0.19%
1919 Investment Counsel, LLC	1.12K	Sep 30, 14	--	0.00%
STIFEL NICOLAUS & CO INC \MO\	52.59K	Sep 30, 13	+3.12K	0.04%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-17.26K	--
First Allied Securities, Inc.	74.00K	Jun 30, 12	-500	0.06%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	165.05K	Jun 30, 10	+129.16K	0.13%

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Holder

Date

Change

% Held

Bramshill Investments, LLC

7.58M

Mar 31, 26

+1.23M

6.04%

RIVERNORTH CAPITAL MANAGEMENT, LLC

4.25M

Mar 31, 26

-778.38K

3.39%

Hennion & Walsh Asset Management, Inc.

2.60M

Mar 31, 26

-213.87K

2.07%

GUGGENHEIM CAPITAL LLC

2.58M

Mar 31, 26

+243.10K

2.06%

MORGAN STANLEY

1.70M

Mar 31, 26

-34.39K

1.36%

TORONTO DOMINION BANK

1.68M

Mar 31, 26

+1.68M

1.34%

WELLS FARGO & COMPANY/MN

1.40M

Mar 31, 26

-13.76K

1.11%

Arkadios Wealth Advisors

1.09M

Mar 31, 26

+1.09M

0.87%

Wagner Wealth Management, LLC

1.08M

Mar 31, 26

+108.91K

0.86%

VAN ECK ASSOCIATES CORP

1.04M

Mar 31, 26

+273.19K

0.83%

Allspring Global Investments Holdings, LLC

880.65K

Mar 31, 26

0.70%

BANK OF AMERICA CORP /DE/

830.28K

Mar 31, 26

+505.45K

0.66%

ENVESTNET ASSET MANAGEMENT INC

789.36K

Mar 31, 26

+123.20K

0.63%

Advisors Asset Management, Inc.

750.16K

Mar 31, 26

+25.09K

0.60%

Gridiron Partners, LLC

637.27K

Mar 31, 26

-58.35K

0.51%

Cetera Investment Advisers

597.59K

Mar 31, 26

+20.72K

0.48%

UBS Group AG

576.05K

Mar 31, 26

+129.79K

0.46%

ADVISOR GROUP HOLDINGS, INC.

563.27K

Mar 31, 26

+85.25K

0.45%

STIFEL FINANCIAL CORP

541.29K

Mar 31, 26

+3.40K

0.43%

ROBINSON CAPITAL MANAGEMENT, LLC

510.05K

Mar 31, 26

+217.27K

0.41%

GenTrust, LLC

507.76K

Mar 31, 26

+211

0.40%

LPL Financial LLC

470.76K

Mar 31, 26

+65.35K

0.37%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

461.35K

Mar 31, 26

0.37%

Williams & Novak, LLC

371.14K

Mar 31, 26

+31.50K

0.30%

Fiera Capital Corp

334.67K

Mar 31, 26

-280.13K

0.27%

CAPTRUST FINANCIAL ADVISORS

308.10K

Mar 31, 26

+24.84K

0.25%

GILL CAPITAL PARTNERS, LLC

264.16K

Mar 31, 26

+20.65K

0.21%

Cambridge Investment Research Advisors, Inc.

244.92K

Mar 31, 26

+72.53K

0.20%

RAYMOND JAMES FINANCIAL INC

244.67K

Mar 31, 26

-6.12K

0.19%

Lido Advisors, LLC

235.79K

Mar 31, 26

+2.30K

0.19%

Wakefield Asset Management LLLP

233.50K

Mar 31, 26

+18.93K

0.19%

Bank of New York Mellon Corp

230.27K

Mar 31, 26

-58.13K

0.18%

Ellis Investment Partners, LLC

218.54K

Mar 31, 26

+5.04K

0.17%

ROYAL BANK OF CANADA

215.85K

Mar 31, 26

+20.18K

0.17%

TRUIST FINANCIAL CORP

182.82K

Mar 31, 26

+9.17K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

168.94K

Mar 31, 26

-51.12K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

155.26K

Mar 31, 26

+21.45K

0.12%

MELFA WEALTH MANAGEMENT, LLC

153.69K

Mar 31, 26

0.12%

Cove Private Wealth, LLC

148.39K

Mar 31, 26

0.12%

Summit Trail Advisors, LLC

144.82K

Mar 31, 26

+130.64K

0.12%

GeoWealth Management, LLC

110.38K

Mar 31, 26

+21.89K

0.09%

Allen Mooney & Barnes Investment Advisors LLC

104.22K

Mar 31, 26

-56.26K

0.08%

Koshinski Asset Management, Inc.

102.81K

Mar 31, 26

0.08%

Cypress Capital Group

102.72K

Mar 31, 26

+7.80K

0.08%

SEI INVESTMENTS CO

87.55K

Mar 31, 26

+4.19K

0.07%

Rockefeller Capital Management L.P.

85.90K

Mar 31, 26

+5.67K

0.07%

JANE STREET GROUP, LLC

84.62K

Mar 31, 26

-264.15K

0.07%

INTEGRATED CAPITAL MANAGEMENT, INC.

79.09K

Mar 31, 26

+14.11K

0.06%

DUNCKER STREETT & CO INC

74.77K

Mar 31, 26

0.06%

SMITH, MOORE & CO.

74.17K

Mar 31, 26

-95.51K

0.06%

Whipplewood Advisors, LLC

73.13K

Mar 31, 26

-92

0.06%

NewEdge Advisors, LLC

72.51K

Mar 31, 26

+5.81K

0.06%

COHEN & STEERS, INC.

70.00K

Mar 31, 26

0.06%

Cornerstone Advisory, LLC

67.38K

Mar 31, 26

-19.92K

0.05%

Global Endowment Management, LP

64.35K

Mar 31, 26

0.05%

Integrated Wealth Concepts LLC

61.71K

Mar 31, 26

+1.00K

0.05%

AMERIPRISE FINANCIAL INC

57.35K

Mar 31, 26

-100.88K

0.05%

Nuveen, LLC

57.06K

Mar 31, 26

+2.00K

0.05%

Colony Group, LLC

56.12K

Mar 31, 26

+688

0.04%

Noble Wealth Management PBC

55.13K

Mar 31, 26

+14.26K

0.04%

HighTower Advisors, LLC

52.08K

Mar 31, 26

-5.51K

0.04%

Ackerman Capital Advisors, LLC

50.26K

Mar 31, 26

+50.26K

0.04%

Traynor Capital Management, Inc.

44.79K

Mar 31, 26

-16.99K

0.04%

Cito Capital Group, LLC

43.80K

Mar 31, 26

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

43.02K

Mar 31, 26

-7.93K

0.03%

Baird Financial Group, Inc.

43.01K

Mar 31, 26

+43.01K

0.03%

HARBOUR INVESTMENTS, INC.

41.83K

Mar 31, 26

+28.17K

0.03%

Stratos Wealth Partners, LTD.

40.01K

Mar 31, 26

+9.50K

0.03%

Calamos Advisors LLC

38.88K

Mar 31, 26

-34.19K

0.03%

Arlington Capital Management, Inc.

37.38K

Mar 31, 26

+37.38K

0.03%

BTG Pactual Asset Management US LLC

37.34K

Mar 31, 26

+37.34K

0.03%

Allworth Financial LP

36.92K

Mar 31, 26

+562

0.03%

NOVEM GROUP

34.70K

Mar 31, 26

+471

0.03%

Prospera Financial Services Inc

34.32K

Mar 31, 26

0.03%

Moors & Cabot, Inc.

32.55K

Mar 31, 26

+1.71K

0.03%

Wealth Alliance Advisory Group, LLC

31.40K

Mar 31, 26

0.03%

Joel Isaacson & Co., LLC

31.33K

Mar 31, 26

+353

0.02%

MML INVESTORS SERVICES, LLC

30.02K

Mar 31, 26

-4.35K

0.02%

River Street Advisors LLC

29.24K

Mar 31, 26

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

27.08K

Mar 31, 26

+27.08K

0.02%

Hunter Perkins Capital Management, LLC

26.64K

Mar 31, 26

0.02%

Kercheville Advisors, LLC

26.02K

Mar 31, 26

-400

0.02%

Venture Visionary Partners LLC

25.47K

Mar 31, 26

+5.60K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

25.06K

Mar 31, 26

+109

0.02%

NOMURA HOLDINGS INC

25.00K

Mar 31, 26

+3.90K

0.02%

JOURNEY STRATEGIC WEALTH LLC

24.54K

Mar 31, 26

+6.19K

0.02%

BANK OF MONTREAL /CAN/

24.38K

Mar 31, 26

-22.55K

0.02%

NATURAL INVESTMENTS, LLC

24.27K

Mar 31, 26

0.02%

Capital Investment Advisors, LLC

23.50K

Mar 31, 26

-1.34K

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

23.30K

Mar 31, 26

-2.04K

0.02%

GRIMES & COMPANY, INC.

23.12K

Mar 31, 26

+4.68K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

22.67K

Mar 31, 26

0.02%

XTX Topco Ltd

22.40K

Mar 31, 26

-25.34K

0.02%

HOLLENCREST CAPITAL MANAGEMENT

22.14K

Mar 31, 26

+2.77K

0.02%

COMMERCE BANK

22.07K

Mar 31, 26

+5.93K

0.02%

MAI Capital Management

21.99K

Mar 31, 26

-375

0.02%

Concurrent Investment Advisors, LLC

21.88K

Mar 31, 26

+21.88K

0.02%

ACT Advisors, LLC.

21.41K

Mar 31, 26

+819

0.02%

Beta Wealth Group, Inc.

20.80K

Mar 31, 26

+316

0.02%

Virtu Financial LLC

19.95K

Mar 31, 26

-127.52K

0.02%

RFG Advisory, LLC

19.82K

Mar 31, 26

+2.20K

0.02%

FIFTH THIRD BANCORP

19.64K

Mar 31, 26

+19.64K

0.02%

Spire Wealth Management

19.50K

Mar 31, 26

0.02%

Canal Capital Management, LLC

19.37K

Mar 31, 26

+19.37K

0.02%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

18.62K

Mar 31, 26

-119.61K

0.01%

B. Riley Wealth Advisors, Inc.

18.17K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

16.55K

Mar 31, 26

0.01%

Seelaus Asset Management LLC

15.85K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

15.83K

Mar 31, 26

0.01%

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

15.44K

Mar 31, 26

+15.44K

0.01%

Hudock, Inc.

15.32K

Mar 31, 26

0.01%

HORIZON KINETICS ASSET MANAGEMENT LLC

15.05K

Mar 31, 26

0.01%

WEALTH EFFECTS LLC

15.00K

Mar 31, 26

+15.00K

0.01%

HOHIMER WEALTH MANAGEMENT, LLC

15.00K

Mar 31, 26

+15.00K

0.01%

Cerity Partners LLC

14.89K

Mar 31, 26

-82

0.01%

CITY HOLDING CO

14.54K

Mar 31, 26

0.01%

Mariner, LLC

14.45K

Mar 31, 26

-974

0.01%

HRT FINANCIAL LP

13.95K

Mar 31, 26

+13.95K

0.01%

Greenspring Advisors, LLC

13.59K

Mar 31, 26

0.01%

Kestra Advisory Services, LLC

13.35K

Mar 31, 26

-2.72K

0.01%

StoneX Group Inc.

12.53K

Mar 31, 26

-132.67K

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

11.84K

Mar 31, 26

+180

0.01%

Bright Futures Wealth Management, LLC.

11.67K

Mar 31, 26

+11.67K

0.01%

Palogic Value Management, L.P.

11.40K

Mar 31, 26

0.01%

DAVENPORT & Co LLC

11.39K

Mar 31, 26

-536

0.01%

CWC Advisors, LLC.

10.76K

Mar 31, 26

+10.76K

0.01%

SIT INVESTMENT ASSOCIATES INC

9.85K

Mar 31, 26

0.01%

Clear Point Advisors Inc.

8.02K

Mar 31, 26

+8.02K

0.01%

NBC SECURITIES, INC.

7.04K

Mar 31, 26

+107

0.01%

Advisory Services Network, LLC

6.40K

Mar 31, 26

+6.40K

0.01%

JONES FINANCIAL COMPANIES LLLP

5.77K

Mar 31, 26

+5.54K

0.00%

US BANCORP \DE\

5.70K

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

5.46K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

3.67K

Mar 31, 26

+3.67K

0.00%

IFP Advisors, Inc

3.22K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.80K

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

2.22K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

2.02K

Mar 31, 26

-1.18K

0.00%

PETERSON WEALTH MANAGEMENT

1.63K

Mar 31, 26

+1.63K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.61K

Mar 31, 26

+443

0.00%

Axiom Investment Management LLC

1.53K

Mar 31, 26

+1.53K

0.00%

Penserra Capital Management LLC

1.49K

Mar 31, 26

+1.49K

0.00%

SIGNATUREFD, LLC

1.27K

Mar 31, 26

+268

0.00%

AMERIFLEX GROUP, INC.

1.10K

Mar 31, 26

0.00%

ASSETMARK, INC

1.04K

Mar 31, 26

0.00%

FNY Investment Advisers, LLC

1.00K

Mar 31, 26

0.00%

Main Street Group, LTD

686

Mar 31, 26

+686

0.00%

HIGHLINE WEALTH PARTNERS LLC

650

Mar 31, 26

+250

0.00%

Atlantic Union Bankshares Corp

504

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

400

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

350

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

200

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

135

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-1.87K

0.00%

Kilter Group LLC

Mar 31, 26

-1.78K

FINANCIAL CONSULATE, INC

Mar 31, 26

-2.45K

INDEPENDENT FINANCIAL GROUP, LLC

Mar 31, 26

-11.58K

TPG Advisors LLC

Mar 31, 26

-10.25K

Mutual Advisors, LLC

Mar 31, 26

-12.41K

Camelot Portfolios, LLC

Mar 31, 26

-9.05K

Turning Point Benefit Group, Inc.

Mar 31, 26

-180

Beacon Pointe Advisors, LLC

Mar 31, 26

-25.52K

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-13.94K

BALYASNY ASSET MANAGEMENT L.P.

Mar 31, 26

-478.02K

CWM, LLC

Mar 31, 26

-900

Logan Stone Capital, LLC

Mar 31, 26

-159.01K

Janney Montgomery Scott LLC

Mar 31, 26

-28.74K

NORTHERN TRUST CORP

Mar 31, 26

-23.17K

Nemes Rush Group LLC

Mar 31, 26

-127

Marex Group plc

Mar 31, 26

-20.40K

MGO Private Wealth, LLC

Mar 31, 26

-31.02K

SRS Capital Advisors, Inc.

Mar 31, 26

-17.33K

Catalytic Wealth RIA, LLC

Mar 31, 26

-88.49K

WOLVERINE ASSET MANAGEMENT LLC

Mar 31, 26

-26.06K

Asset Dedication, LLC

Mar 31, 26

-3.45K

Wealth Alliance

Mar 31, 26

-15.00K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-15.47K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-26

Aptus Capital Advisors, LLC

Mar 31, 26

-16.94K

Elyxium Wealth, LLC

Mar 31, 26

-8.97K

Permanent Capital Management, LP

Mar 31, 26

-18.18K

MOODY NATIONAL BANK TRUST DIVISION

Mar 31, 26

-14.82K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-60.22K

Navalign, LLC

Mar 31, 26

-225

J.W. COLE ADVISORS, INC.

Mar 31, 26

-66.92K

Alpha Cubed Investments, LLC

29.20K

Dec 31, 25

+416

0.02%

COMERICA BANK

18.88K

Dec 31, 25

+1.13K

0.02%

Global Retirement Partners, LLC

2.15K

Dec 31, 25

0.00%

TRUST CO OF VERMONT

1.70K

Dec 31, 25

0.00%

Wealthstream Advisors, Inc.

13.59K

Sep 30, 25

+13.59K

0.01%

Guerra Advisors Inc

2.44K

Sep 30, 25

+2.44K

0.00%

AVANTAX ADVISORY SERVICES, INC.

368.50K

Jun 30, 25

+115.17K

0.29%

Atria Wealth Solutions, Inc.

Jun 30, 25

-81.16K

Selway Asset Management

60.00K

Mar 31, 25

+45.00K

0.05%

Sandy Spring Bank

504

Mar 31, 25

0.00%

Nuveen Asset Management, LLC

59.80K

Dec 31, 24

0.05%

WINTRUST INVESTMENTS LLC

1.40K

Dec 31, 24

-200

0.00%

RAYMOND JAMES & ASSOCIATES

149.25K

Sep 30, 24

+468

0.12%

All Season Financial Advisors, Inc.

26.58K

Sep 30, 24

+8.00K

0.02%

Raymond James Financial Services Advisors, Inc.

24.01K

Sep 30, 24

-1.09K

0.02%

Carmichael Hill & Associates, Inc.

1.08K

Sep 30, 24

0.00%

Cetera Advisor Networks LLC

156.24K

Mar 31, 24

+4.20K

0.12%

Baystate Wealth Management LLC

1.00K

Dec 31, 23

+1.00K

0.00%

Claybrook Capital, LLC

280.19K

Sep 30, 23

0.22%

Claraphi Advisory Network, LLC

120.38K

Dec 31, 22

+62.91K

0.10%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

21.44K

Mar 31, 22

-5.71K

0.02%

NEXT Financial Group, Inc

1.00K

Dec 31, 21

+1.00K

0.00%

Alexandria Capital, LLC

554.19K

Sep 30, 21

-611

0.44%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

14.40K

Sep 30, 21

-3.10K

0.01%

Sonora Investment Management, LLC

8.32K

Sep 30, 21

0.01%

Hoover Financial Advisors, Inc.

1.62K

Jun 30, 21

+1.62K

0.00%

Winslow, Evans & Crocker, Inc.

2.98K

Dec 31, 20

+300

0.00%

Blue Chip Wealth Management, Inc.

17.50K

Sep 30, 20

+17.50K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

132.71K

Dec 31, 19

-2.92K

0.11%

Advisor Group, Inc.

15.96K

Dec 31, 19

+169

0.01%

CAPITAL ONE, NATIONAL ASSOCIATION

12.16K

Dec 31, 19

+12.16K

0.01%

SUNTRUST BANKS INC

20.66K

Sep 30, 19

-600

0.02%

Capital One Investing, Inc.

12.16K

Sep 30, 19

0.01%

LOEB PARTNERS CORP

600

Mar 31, 19

0.00%

Horizon Kinetics LLC

15.40K

Dec 31, 18

0.01%

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

15.00K

Dec 31, 18

0.01%

Questar Asset Management, Inc.

11.05K

Dec 31, 18

+11.05K

0.01%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

11.92K

Sep 30, 18

+300

0.01%

KHP Capital, LLC

5.46K

Sep 30, 18

0.00%

Edge Advisors, LLC

10.50K

Jun 30, 18

0.01%

IFC Holdings Incorporated/FL

Dec 31, 17

-13.29K

Commonwealth Equity Services, Inc

51.42K

Jun 30, 17

-306

0.04%

Virtu KCG Holdings LLC

11.32K

Jun 30, 17

+11.32K

0.01%

FIRST FINANCIAL EQUITY CORPORATION

45.21K

Mar 31, 17

+45.21K

0.04%

MSI Financial Services Inc

7.27K

Dec 31, 16

-6.62K

0.01%

Investors Capital Advisory Services

77.69K

Jun 30, 16

-34.50K

0.06%

VSR Financial Services, Inc.

16.26K

Jun 30, 16

0.01%

COHEN & STEERS CAPITAL MANAGEMENT INC

421.89K

Mar 31, 15

+421.89K

0.34%

BAIRD ROBERT W & CO INC /WI/

33.83K

Mar 31, 15

+11.05K

0.03%

VALLEY NATIONAL BANCORP

2.33K

Dec 31, 14

0.00%

NEW ENGLAND SECURITIES CORP /MA/

1.67K

Dec 31, 14

0.00%

UBS AG

240.16K

Sep 30, 14

+122.05K

0.19%

1919 Investment Counsel, LLC

1.12K

Sep 30, 14

0.00%

STIFEL NICOLAUS & CO INC \MO\

52.59K

Sep 30, 13

+3.12K

0.04%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-17.26K

First Allied Securities, Inc.

74.00K

Jun 30, 12

-500

0.06%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

165.05K

Jun 30, 10

+129.16K

0.13%