PIMCO DYNAMIC INCOME FD shareholder history

Current and past PIMCO DYNAMIC INCOME FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
FIRST FOUNDATION ADVISORS 42420.02%0.21%0.65%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.02%0.04%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.01%0.04%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.01%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.04%0.07%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 40400.00%0.01%0.02%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3370.00%0.01%0.04%Q2 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.06%0.22%Q4 2013Q3 202340
Focused Wealth Management, Inc 39390.01%0.01%0.02%Q1 2014Q3 202339
Cetera Advisor Networks LLC 22160.01%0.04%0.09%Q1 2014Q3 202338
GUGGENHEIM CAPITAL LLC 23140.00%0.02%0.06%Q2 2013Q3 202337
BANK OF MONTREAL /CAN/ 3220.00%0.00%0.00%Q2 2013Q3 202336
Janney Montgomery Scott LLC 2970.00%0.01%0.03%Q1 2014Q3 202336
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
Creative Planning 2410.00%0.00%0.00%Q2 2013Q3 202336
CITIGROUP INC 3410.00%0.00%0.00%Q2 2013Q2 202335
SCOTIA CAPITAL INC. 21140.00%0.01%0.02%Q2 2014Q3 202335
US BANCORP \DE\ 3010.00%0.00%0.00%Q2 2013Q3 202333
HOWLAND CAPITAL MANAGEMENT LLC 3110.01%0.40%1.39%Q1 2015Q1 202332
HighTower Advisors, LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
STIFEL FINANCIAL CORP 32320.00%0.00%0.01%Q4 2015Q3 202332
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
DAVENPORT & Co LLC 32320.01%0.02%0.03%Q4 2015Q3 202332
ProVise Management Group, LLC 32320.09%0.20%0.32%Q1 2014Q4 202132
SYNOVUS FINANCIAL CORP 31310.00%0.01%0.01%Q4 2014Q2 202231
Bank of New York Mellon Corp 2920.00%0.00%0.00%Q3 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.01%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.02%0.05%Q3 2015Q3 202330
OPPENHEIMER & CO INC 20100.01%0.03%0.05%Q2 2013Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
NEXT Financial Group, Inc 15140.01%0.25%1.02%Q3 2014Q4 202129
Geneos Wealth Management Inc. 2360.00%0.01%0.02%Q2 2016Q3 202329
Invesco Ltd. 18100.00%0.00%0.01%Q2 2013Q4 202228
MML INVESTORS SERVICES, LLC 27270.01%0.02%0.04%Q1 2017Q3 202327
First Allied Advisory Services, Inc. 27270.01%0.02%0.04%Q2 2013Q4 201927
B. Riley Wealth Advisors, Inc. 1810.01%0.04%0.09%Q2 2014Q3 202326
BB&T SECURITIES, LLC 26260.01%0.03%0.07%Q2 2013Q3 201926
Steward Partners Investment Advisory, LLC 1970.00%0.01%0.03%Q1 2017Q3 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.04%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.01%0.06%0.13%Q3 2017Q3 202324
Stratos Wealth Partners, LTD. 1710.00%0.04%0.11%Q4 2016Q3 202324
Advisory Services Network, LLC 1310.00%0.00%0.01%Q3 2016Q3 202324
SeaCrest Wealth Management, LLC 24240.03%0.06%0.10%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.05%0.23%0.47%Q4 2017Q3 202324
Financial Management Professionals, Inc. 2310.00%0.01%0.03%Q3 2014Q3 202324
ENVESTNET ASSET MANAGEMENT INC 2040.00%0.00%0.00%Q3 2013Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 2220.00%0.02%0.03%Q2 2013Q4 201924
North Star Investment Management Corp. 12120.00%0.00%0.01%Q2 2016Q2 202224
CENTAURUS FINANCIAL, INC. 23230.02%0.06%0.10%Q1 2018Q3 202323
Horizon Kinetics 23230.14%0.25%0.35%Q2 2013Q4 201823
Cetera Investment Advisers 2210.01%0.06%0.16%Q4 2017Q3 202323
Icon Wealth Partners, LLC 1930.09%0.46%1.02%Q4 2017Q3 202322
Certified Advisory Corp 11110.04%0.13%0.20%Q4 2017Q3 202322
Smithfield Trust Co 22220.01%0.01%0.02%Q4 2015Q1 202122
Parisi Gray Wealth Management 11110.04%1.09%1.81%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.44%Q3 2018Q3 202321
IFP Advisors, Inc 1470.00%0.03%0.12%Q4 2015Q3 202321
NORTHERN TRUST CORP 1510.00%0.00%0.00%Q2 2013Q4 202121
Capital Investment Advisors, LLC 1470.01%0.13%0.28%Q4 2013Q4 202321
Community Bank, N.A. 20200.00%0.01%0.01%Q4 2014Q3 201920
American Portfolios Advisors 20200.01%0.03%0.05%Q4 2017Q3 202220
Edge Wealth Management LLC 1710.01%0.02%0.06%Q4 2017Q3 202320
Sigma Planning Corp 20200.05%0.10%0.19%Q4 2018Q3 202320
FMR LLC 920.00%0.00%0.00%Q3 2018Q3 202319
BENJAMIN EDWARDS INC 19190.03%0.12%0.52%Q1 2019Q3 202319
Penserra Capital Management LLC 1180.00%0.16%0.57%Q4 2015Q3 202319
Western Wealth Management, LLC 1180.10%0.19%0.37%Q4 2018Q3 202319
Wealthstar Advisors, LLC 1090.38%0.68%0.90%Q1 2018Q3 202319
BARCLAYS PLC 1360.00%0.00%0.01%Q2 2013Q1 201919
LINCOLN NATIONAL CORP 19190.01%0.02%0.05%Q4 2017Q2 202219
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.11%0.23%Q1 2019Q3 202319
MEANS INVESTMENT CO., INC. 1170.07%0.94%1.81%Q4 2018Q3 202318
AUA CAPITAL MANAGEMENT, LLC 18180.01%0.02%0.02%Q4 2016Q1 202118
Commonwealth Equity Services, Inc 18180.01%0.02%0.08%Q2 2013Q3 201718
Bogart Wealth, LLC 1080.00%0.02%0.06%Q3 2017Q3 202318
BESSEMER GROUP INC 1610.00%0.07%0.17%Q4 2013Q4 202218
Regal Investment Advisors LLC 710.02%0.04%0.07%Q1 2018Q3 202317
Lido Advisors, LLC 17170.01%0.05%0.10%Q1 2016Q1 202017
Baldwin Investment Management, LLC 17170.04%0.09%0.13%Q2 2018Q2 202217
Belpointe Asset Management LLC 1210.01%0.02%0.04%Q3 2018Q1 202317
Advisors Asset Management, Inc. 1250.00%0.01%0.03%Q3 2014Q2 202117
Good Life Advisors, LLC 1070.02%0.06%0.10%Q2 2018Q3 202317
GILL CAPITAL PARTNERS, LLC 1611.43%3.22%6.98%Q4 2018Q4 202317
First Horizon Advisors, Inc. 1510.00%0.01%0.02%Q2 2014Q3 201917
HUNTINGTON NATIONAL BANK 810.00%0.01%0.04%Q4 2012Q3 202317
Baird Financial Group, Inc. 820.00%0.00%0.01%Q3 2015Q3 202316
RIVERNORTH CAPITAL MANAGEMENT, LLC 810.10%1.38%4.00%Q2 2013Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.01%0.02%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Mirador Capital Partners LP 16160.09%0.20%0.37%Q3 2019Q2 202316
COMERICA BANK 1010.00%0.00%0.01%Q3 2013Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.05%0.14%Q4 2019Q3 202316
Hilton Capital Management, LLC 610.01%1.86%5.31%Q2 2013Q3 201915
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
AdvisorNet Financial, Inc 15150.00%0.00%0.01%Q1 2020Q3 202315
Summit X, LLC 810.10%0.40%2.91%Q2 2017Q3 202315
United Asset Strategies, Inc. 1410.07%0.11%0.16%Q1 2014Q4 201715
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Aviance Capital Partners, LLC 870.06%0.32%0.46%Q2 2018Q3 202315
MSI Financial Services Inc 15150.01%0.03%0.07%Q2 2013Q4 201615
FNY Investment Advisers, LLC 720.00%0.05%0.13%Q2 2018Q3 202315
Patriot Financial Group Insurance Agency, LLC 1410.01%0.03%0.06%Q1 2019Q3 202315
WEDBUSH SECURITIES INC 1220.01%0.07%0.11%Q3 2013Q3 202314
BCS Wealth Management 1220.10%0.14%0.19%Q1 2020Q3 202314
Beta Wealth Group, Inc. 1220.73%1.38%4.25%Q4 2013Q3 202314
PENN MUTUAL LIFE INSURANCE CO 14141.78%4.72%7.10%Q4 2014Q1 201814
ASSET MANAGEMENT CORP /IL/ /ADV 14140.26%0.47%0.80%Q4 2019Q1 202314
Wagner Wealth Management, LLC 1130.08%2.05%6.29%Q4 2017Q3 202314
Apriem Advisors 14140.02%0.62%1.45%Q4 2013Q1 201714
SIT INVESTMENT ASSOCIATES INC 610.02%0.22%0.46%Q2 2013Q1 202013
Tower Research Capital LLC (TRC) 810.00%0.01%0.07%Q3 2013Q3 202313
Chicago Partners Investment Group LLC 760.01%0.02%0.04%Q2 2017Q2 202313
Thomas J. Herzfeld Advisors, Inc. 540.32%1.28%2.41%Q2 2013Q3 202213
Litman Gregory Wealth Management LLC 1030.01%0.02%0.08%Q4 2018Q2 202213
MONETARY MANAGEMENT GROUP INC 1210.02%0.03%0.09%Q2 2013Q3 201613
Claraphi Advisory Network, LLC 1030.07%0.21%0.29%Q4 2017Q2 202213
Summit Financial Wealth Advisors, LLC 13130.08%0.16%0.32%Q2 2015Q2 201813
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
Wealthcare Advisory Partners LLC 12120.01%0.20%0.26%Q4 2018Q3 202112
Koshinski Asset Management, Inc. 1020.03%0.05%0.07%Q3 2020Q3 202312
WEBSTER BANK, N. A. 1020.00%0.01%0.02%Q4 2017Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Claybrook Capital, LLC 840.01%0.28%0.46%Q4 2017Q3 202312
Kovack Advisors, Inc. 810.04%0.07%0.22%Q2 2017Q3 202312
Citadel Advisors 210.00%0.00%0.00%Q4 2013Q1 202312
Tennessee Valley Asset Management Partners 12120.32%0.48%0.62%Q4 2020Q3 202312
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.07%0.16%Q1 2019Q4 202112
MRA Advisory Group 12120.42%0.49%0.63%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.01%0.01%Q4 2020Q3 202312
Snowden Capital Advisors LLC 720.01%0.03%0.06%Q2 2019Q2 202312
Tradition Wealth Management, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
Secrest Blakey & Associates, LLC 12121.12%3.40%8.00%Q4 2017Q3 202012
GPS Wealth Strategies Group, LLC 930.03%0.05%0.09%Q3 2020Q3 202312
Johnson Financial Group, Inc. 12120.01%0.01%0.01%Q2 2020Q1 202312
Syverson Strege & Co 12120.10%0.19%0.49%Q4 2020Q3 202312
Kaizen Financial Strategies 920.35%0.83%1.16%Q4 2020Q3 202311
Seascape Capital Management 11111.94%3.46%5.65%Q4 2019Q2 202211
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
Golden State Wealth Management, LLC 710.08%0.14%0.19%Q1 2019Q1 202211
UNITED CAPITAL FINANCIAL ADVISORS, LLC 11110.00%0.01%0.01%Q4 2017Q2 202011
Nan Shan Life Insurance Co., Ltd. 11110.32%1.04%1.61%Q4 2016Q2 201911
Belmont Global Advisors, Inc. 11110.62%1.30%2.22%Q1 2014Q3 201611
Cornerstone Wealth Management, LLC 510.04%0.11%0.24%Q3 2017Q2 202111
Riverstone Advisors, LLC 11111.26%2.30%3.27%Q4 2018Q2 202111
SPRENG CAPITAL MANAGEMENT, INC. 10100.12%0.22%0.32%Q4 2019Q1 202210
Kingsview Wealth Management, LLC 640.01%0.02%0.02%Q1 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
EATON VANCE MANAGEMENT 520.00%0.01%0.02%Q4 2013Q1 202210
Brookstone Capital Management 710.00%0.01%0.03%Q2 2015Q1 202310
CREDIT SUISSE AG/ 10100.00%0.00%0.00%Q2 2013Q3 201510
AVANTAX ADVISORY SERVICES, INC. 810.00%0.02%0.04%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
BNP PARIBAS FINANCIAL MARKETS 710.00%0.00%0.00%Q2 2013Q3 202310
CULLEN/FROST BANKERS, INC. 810.00%0.00%0.00%Q1 2019Q3 20239
FOUNDERS FINANCIAL SECURITIES LLC 810.02%0.06%0.10%Q3 2019Q3 20239
U.S. Capital Wealth Advisors, LLC 990.04%0.11%0.16%Q3 2021Q3 20239
FIRST MANHATTAN CO. LLC. 610.00%0.00%0.00%Q2 2018Q1 20239
NewEdge Advisors, LLC 810.01%0.03%0.06%Q2 2017Q3 20239
B. Riley Wealth Management, Inc. 630.00%0.10%0.16%Q1 2014Q2 20229
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
Sharkey, Howes & Javer 990.00%0.00%0.00%Q3 2016Q3 20189
COUNTRY TRUST BANK 990.01%0.01%0.01%Q4 2021Q4 20239
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 990.02%0.06%0.08%Q3 2019Q3 20219
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q3 2014Q3 20239
Sowell Financial Services LLC 720.03%0.11%0.27%Q4 2018Q1 20219
Secure Asset Management, LLC 810.26%0.80%1.38%Q4 2019Q1 20229
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 990.00%0.00%0.00%Q2 2021Q2 20239
Corient Capital Partners, LLC 990.04%0.05%0.08%Q3 2016Q3 20189
Investors Capital Advisory Services 880.07%0.12%0.22%Q3 2014Q2 20168
EVERGREEN CAPITAL MANAGEMENT LLC 880.12%0.17%0.25%Q4 2021Q3 20238
AlphaMark Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.07%0.28%Q4 2018Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
Sunbelt Securities, Inc. 320.01%0.03%0.04%Q3 2019Q3 20238
Dorsey & Whitney Trust CO LLC 880.03%0.05%0.06%Q4 2021Q3 20238
AFFINITY WEALTH MANAGEMENT LLC 530.06%0.08%0.12%Q3 2019Q3 20218
All Season Financial Advisors, Inc. 880.27%0.48%0.64%Q4 2021Q3 20238
PINNACLE FINANCIAL PARTNERS INC 880.00%0.00%0.00%Q4 2021Q3 20238
ACT Advisors, LLC. 880.73%0.89%0.97%Q4 2021Q3 20238
RFG Advisory, LLC 880.02%0.02%0.04%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 880.00%0.00%0.01%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.00%0.00%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.01%0.01%Q4 2021Q3 20238
Flagship Private Wealth, LLC 880.65%0.79%1.16%Q4 2021Q3 20238
Stanford Investment Group, Inc. 880.03%0.04%0.05%Q4 2014Q3 20168
Quantum Private Wealth, LLC 880.16%0.24%0.34%Q4 2021Q3 20238
Paragon Advisors, LLC 880.21%1.14%4.28%Q1 2020Q4 20218
AE Wealth Management LLC 880.00%0.02%0.04%Q4 2021Q3 20238
TRANSCEND CAPITAL ADVISORS, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
AllSquare Wealth Management LLC 880.10%0.16%0.29%Q4 2021Q3 20238
Cornerstone Advisory, LLC 881.72%2.23%2.74%Q4 2021Q3 20238
Perigon Wealth Management, LLC 710.01%0.02%0.03%Q3 2016Q4 20208
Ameritas Advisory Services, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Magnus Financial Group LLC 880.04%0.07%0.10%Q4 2021Q3 20238
Equitable Holdings, Inc. 880.00%0.02%0.07%Q4 2021Q3 20238
Retirement Group, LLC 880.06%0.46%0.91%Q4 2021Q3 20238
Vestmark Advisory Solutions, Inc. 710.01%0.02%0.03%Q4 2020Q2 20238
Anfield Capital Management, LLC 880.42%0.94%1.11%Q4 2021Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 710.00%0.03%0.06%Q1 2021Q3 20238
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.01%Q4 2021Q3 20238
Beacon Pointe Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.05%0.12%Q4 2017Q3 20198
TD Waterhouse Canada Inc. 880.24%0.29%0.34%Q4 2021Q3 20238
Independent Portfolio Consultants, Inc. 880.02%0.21%0.33%Q2 2014Q1 20168
Plante Moran Financial Advisors, LLC 410.00%0.05%0.21%Q2 2014Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Sage Capital Advisors,llc 880.19%0.22%0.26%Q4 2021Q3 20238
55I, LLC 880.06%0.18%0.36%Q4 2018Q3 20208
Westside Investment Management, Inc. 880.00%0.01%0.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
E&G Advisors, LP 880.33%0.36%0.38%Q4 2021Q3 20238
Venture Visionary Partners LLC 880.09%0.10%0.12%Q4 2021Q3 20238
Jacobus Wealth Management, Inc. 880.03%0.03%0.03%Q4 2013Q3 20158
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.08%0.41%0.65%Q2 2018Q3 20238
RAYMOND JAMES TRUST N.A. 880.01%0.02%0.02%Q4 2021Q3 20238
Visionary Wealth Advisors 880.02%0.03%0.04%Q4 2021Q3 20238
Gateway Advisory, LLC 880.06%0.17%0.30%Q4 2021Q3 20238
SIGNATUREFD, LLC 410.00%0.01%0.02%Q2 2013Q2 20238
Cetera Advisors LLC 880.02%0.05%0.08%Q4 2021Q3 20238
Arete Wealth Advisors, LLC 510.03%0.05%0.10%Q3 2019Q3 20238
Avestar Capital, LLC 880.04%0.08%0.12%Q4 2021Q3 20238
Orion Portfolio Solutions, LLC 880.03%0.05%0.09%Q4 2021Q3 20238
Estabrook Capital Management 880.00%0.00%0.00%Q4 2021Q3 20238
HOLLENCREST CAPITAL MANAGEMENT 880.03%0.04%0.04%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 880.24%0.53%0.81%Q4 2021Q3 20238
Stockman Wealth Management, Inc. 770.04%0.06%0.07%Q4 2021Q2 20237
Outlook Wealth Advisors, LLC 770.08%0.17%0.38%Q1 2020Q3 20217
WEALTHSOURCE PARTNERS, LLC 520.02%0.07%0.18%Q2 2017Q3 20227
Atria Wealth Solutions, Inc. 770.08%0.23%0.33%Q1 2022Q3 20237
Avondale Wealth Management 770.00%0.06%0.08%Q4 2017Q2 20197
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q4 2021Q2 20237
Csenge Advisory Group 770.01%0.02%0.02%Q1 2022Q3 20237
Quad-Cities Investment Group, LLC 770.07%0.19%0.34%Q1 2018Q3 20197
Mariner, LLC 610.00%0.01%0.05%Q1 2018Q3 20237
Arkadios Wealth Advisors 520.01%0.03%0.05%Q4 2019Q4 20217
SUMMIT CAPITAL MANAGEMENT LLC 770.23%0.25%0.30%Q3 2014Q1 20167
FIRST TRUST ADVISORS LP 770.00%0.00%0.00%Q4 2021Q2 20237
Gradient Investments LLC 610.00%0.00%0.00%Q4 2021Q3 20237
BHF Kleinwort Benson Group S.A. 770.01%0.01%0.01%Q1 2014Q3 20157
Mutual Advisors, LLC 770.01%0.03%0.04%Q3 2021Q1 20237
Virtu KCG Holdings LLC 510.01%0.01%0.02%Q1 2014Q2 20177
Concord Wealth Partners 430.03%0.04%0.04%Q4 2021Q3 20237
STRATEGIC WEALTH MANAGEMENT INC 772.56%3.05%3.60%Q2 2020Q4 20217
Sound Income Strategies, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Family Management Corp 410.07%0.25%0.56%Q1 2020Q1 20237
Mathes Company, Inc. 520.18%0.43%0.79%Q4 2021Q3 20237
AMERIPRISE FINANCIAL INC 510.00%0.00%0.00%Q3 2013Q4 20217
MAS Advisors LLC 661.48%1.89%2.31%Q2 2022Q3 20236
CapWealth Advisors, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Future Financial Wealth Managment LLC 330.13%0.27%0.41%Q4 2021Q3 20236
Bramshill Investments, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.00%0.00%Q3 2016Q4 20226
BAIRD ROBERT W & CO INC /WI/ 660.00%0.02%0.03%Q3 2013Q4 20146
MAD RIVER INVESTORS 662.44%2.86%3.16%Q3 2013Q4 20146
JANE STREET GROUP, LLC 210.00%0.00%0.01%Q2 2014Q1 20236
Brick & Kyle, Associates 660.03%0.04%0.04%Q4 2015Q1 20176
CERTUITY, LLC 660.08%0.13%0.21%Q4 2020Q1 20226
Global Financial Private Capital, Inc 510.01%0.04%0.05%Q3 2017Q1 20196
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
Allegis Investment Advisors, LLC 660.07%0.10%0.12%Q3 2016Q4 20176
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.01%0.01%Q2 2021Q4 20226
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
NORTH STAR ASSET MANAGEMENT INC 660.02%0.03%0.03%Q3 2018Q4 20196
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 510.02%0.11%0.23%Q2 2013Q3 20156
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
Institute for Wealth Management, LLC. 660.05%0.10%0.14%Q1 2019Q2 20206
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Cresset Asset Management, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Rehmann Capital Advisory Group 660.02%0.02%0.02%Q2 2018Q3 20196
MorganRosel Wealth Management, LLC 660.94%1.26%1.40%Q2 2022Q3 20236
HOLDERNESS INVESTMENTS CO 660.12%0.19%0.21%Q2 2017Q3 20186
StoneX Group Inc. 660.10%0.30%0.44%Q2 2017Q3 20186
Greenwich Wealth Management LLC 410.02%0.15%0.27%Q2 2013Q4 20166
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
Ameritas Investment Company, LLC 320.01%0.01%0.01%Q3 2019Q3 20215
Shaker Financial Services, LLC 210.31%0.92%1.82%Q2 2013Q1 20205
CoreCap Advisors, LLC 550.07%0.07%0.08%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.04%0.04%0.05%Q4 2020Q4 20215
CAPTRUST FINANCIAL ADVISORS 550.01%0.02%0.03%Q3 2022Q3 20235
Dynamic Advisor Solutions LLC 320.02%0.05%0.11%Q4 2021Q3 20235
Virtu Financial LLC 410.02%0.06%0.08%Q4 2021Q1 20235
OneDigital Investment Advisors LLC 320.01%0.02%0.02%Q4 2018Q4 20215
BDO Wealth Advisors, LLC 550.61%0.63%0.66%Q2 2022Q2 20235
NATIXIS 410.00%0.00%0.01%Q1 2022Q3 20235
Wealth & Pension Services Group, Inc. 410.51%0.63%0.90%Q2 2018Q3 20195
Cypress Capital Group 550.04%0.06%0.10%Q4 2020Q4 20215
SouthState Corp 550.04%0.05%0.06%Q3 2022Q3 20235
Claro Advisors LLC 410.04%0.06%0.07%Q4 2018Q3 20235
Larson Financial Group LLC 320.00%0.00%0.00%Q4 2021Q3 20235
Asset Dedication, LLC 550.00%0.00%0.01%Q1 2019Q1 20205
Ausdal Financial Partners, Inc. 410.04%0.07%0.16%Q4 2021Q3 20235
DOLIVER ADVISORS, LP 210.13%0.92%2.13%Q2 2013Q4 20175
Brinker Capital Investments, LLC 550.08%0.08%0.09%Q4 2021Q4 20225
NewEdge Wealth, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
BOKF, NA 550.00%0.03%0.06%Q3 2013Q3 20145
Clarus Wealth Advisors 550.01%0.01%0.02%Q2 2018Q2 20195
REGIONS FINANCIAL CORP 310.00%0.00%0.00%Q2 2014Q4 20185
FOUNDERS BANK & TRUST 550.04%0.07%0.14%Q4 2013Q4 20145
Lehman & Derafelo Financial Resources LLC 550.26%0.39%0.52%Q4 2021Q4 20225
SOL Capital Management CO 550.19%1.11%1.78%Q3 2022Q3 20235
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q4 2016Q4 20215
Liberty Capital Management, Inc. 550.01%0.01%0.01%Q4 2016Q4 20175
Strategic Asset Management, LLC 550.02%0.02%0.03%Q3 2021Q3 20225
M&T BANK CORP 550.00%0.00%0.00%Q4 2021Q4 20225
Benchmark Wealth Management, LLC 550.34%0.45%0.65%Q4 2019Q4 20205
Beverly Hills Private Wealth, LLC 440.07%0.11%0.17%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.21%0.30%0.33%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.01%0.01%0.01%Q4 2022Q3 20234
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q2 2015Q1 20164
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Consilium Wealth Advisory, LLC 220.12%0.21%0.29%Q4 2021Q3 20234
U S GLOBAL INVESTORS INC 440.02%0.03%0.03%Q2 2013Q1 20144
Qube Research & Technologies Ltd 440.00%0.00%0.00%Q1 2022Q4 20224
Gator Capital Management, LLC 440.18%0.20%0.21%Q4 2021Q3 20224
OPTIMUM INVESTMENT ADVISORS 440.09%0.12%0.16%Q1 2023Q4 20234
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 210.01%0.04%0.08%Q4 2016Q1 20234
First Personal Financial Services 310.00%0.01%0.02%Q4 2021Q4 20224
LEVEL FOUR ADVISORY SERVICES, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FSA Wealth Management LLC 310.06%0.08%0.10%Q4 2019Q4 20204
PRELUDE CAPITAL MANAGEMENT, LLC 440.02%0.04%0.05%Q1 2013Q4 20134
EVOKE WEALTH, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
Moisand Fitzgerald Tamayo, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Heirloom Wealth Management 310.33%0.44%0.54%Q4 2021Q4 20224
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
CreativeOne Wealth, LLC 310.02%0.02%0.03%Q2 2022Q2 20234
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2014Q1 20234
Round Rock Advisors, LLC 440.17%0.19%0.22%Q4 2021Q3 20224
Limestone Value Partners, LLC 441.51%4.31%6.58%Q4 2015Q3 20164
Cyndeo Wealth Partners, LLC 440.12%0.16%0.18%Q4 2022Q3 20234
WOODSTOCK CORP 440.03%0.03%0.03%Q4 2021Q3 20224
Financial Alternatives, Inc 440.36%0.38%0.41%Q4 2022Q3 20234
Spectrum Management Group, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
PSI Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.33%0.39%0.47%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
FIRETHORN WEALTH PARTNERS, LLC 220.30%0.47%0.70%Q1 2021Q1 20224
LVW Advisors, LLC 310.05%0.06%0.06%Q3 2018Q3 20194
CALTON & ASSOCIATES, INC. 210.02%0.13%0.36%Q4 2017Q3 20234
RMR Wealth Builders 210.04%0.12%0.28%Q4 2019Q1 20214
MELFA WEALTH MANAGEMENT, INC. 440.32%0.33%0.34%Q4 2022Q3 20234
Trust Asset Management LLC 310.36%0.74%1.18%Q1 2014Q2 20154
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.01%Q3 2018Q2 20194
FinTrust Capital Advisors, LLC 310.00%0.02%0.03%Q3 2019Q2 20234
Palogic Value Management, L.P. 440.14%0.18%0.21%Q4 2022Q3 20234
WFA of San Diego, LLC 210.01%0.03%0.06%Q2 2022Q3 20234
Financial Sense Advisors, Inc. 440.09%0.12%0.15%Q3 2017Q2 20184
Financial Architects, Inc 310.02%0.03%0.03%Q2 2014Q2 20154
RIVERBRIDGE PARTNERS LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
HF Advisory Group, LLC 440.60%0.66%0.72%Q4 2022Q3 20234
Marks Group Wealth Management, Inc 440.18%0.19%0.20%Q3 2022Q2 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.03%0.05%Q1 2022Q4 20224
Adams Wealth Management 440.09%0.26%0.36%Q4 2019Q3 20204
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2014Q2 20233
USCA RIA LLC 330.24%0.26%0.28%Q1 2016Q3 20163
KMS FINANCIAL SERVICES, INC 330.06%0.07%0.08%Q2 2013Q4 20133
TCI Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2017Q1 20233
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20233
PFG Investments, LLC 330.19%0.20%0.21%Q1 2023Q3 20233
Planning Solutions Group LLC 330.82%0.91%0.99%Q4 2018Q2 20193
WHITTIER TRUST CO 210.00%0.00%0.00%Q4 2013Q3 20223
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2018Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
NEW ENGLAND SECURITIES CORP /MA/ 330.01%0.02%0.03%Q2 2013Q4 20133
ACG Wealth 210.00%0.06%0.09%Q1 2017Q2 20223
Savant Capital, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Arcus Capital Partners, LLC 331.19%1.72%2.01%Q1 2023Q3 20233
Capital CS Group, LLC 330.18%0.30%0.45%Q1 2023Q3 20233
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Chiron Investment Management, LLC 330.69%0.73%0.79%Q1 2018Q3 20183
Atomi Financial Group, Inc. 330.15%0.19%0.23%Q1 2023Q3 20233
GREAT WEST LIFE ASSURANCE CO /CAN/ 330.00%0.00%0.00%Q3 2014Q1 20153
Aurora Private Wealth, Inc. 330.08%0.09%0.10%Q4 2020Q2 20213
OTA Financial Group L.P. 110.24%0.38%0.56%Q1 2014Q4 20203
CX Institutional 210.00%0.00%0.00%Q2 2021Q2 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
HB Wealth Management, LLC 210.00%0.01%0.01%Q1 2022Q3 20233
Ahrens Investment Partners LLC 330.01%0.02%0.04%Q4 2021Q2 20223
Strategic Blueprint, LLC 110.01%0.03%0.04%Q3 2019Q4 20213
Bank Julius Baer & Co. Ltd, Zurich 330.01%0.01%0.01%Q1 2022Q3 20223
Cerity Partners LLC 210.00%0.00%0.01%Q4 2021Q3 20233
MBM Wealth Consultants, LLC 330.08%0.09%0.10%Q1 2021Q3 20213
Parallel Advisors, LLC 210.00%0.00%0.00%Q4 2021Q3 20233
TCG Advisory Services, LLC 330.09%0.10%0.13%Q1 2023Q3 20233
Apollon Wealth Management, LLC 210.02%0.04%0.05%Q1 2022Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2017Q3 20233
Red Door Wealth Management, LLC 210.01%0.01%0.02%Q1 2020Q2 20213
Western Pacific Wealth Management, LP 330.01%0.02%0.02%Q4 2021Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Integrated Advisors Network LLC 330.02%0.02%0.02%Q1 2022Q3 20223
CLEAR STREET MARKETS LLC 210.00%0.01%0.02%Q4 2018Q1 20233
Graves Light Lenhart Wealth, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
VisionPoint Advisory Group, LLC 330.06%0.08%0.09%Q1 2019Q3 20193
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20163
Vident Investment Advisory, LLC 330.05%0.07%0.10%Q4 2021Q2 20223
CFO4Life Group, LLC 110.04%0.05%0.06%Q3 2022Q3 20232
Shorepoint Capital Partners LLC 220.13%0.15%0.17%Q3 2019Q4 20192
MARINER INVESTMENT GROUP LLC 110.27%0.31%0.36%Q2 2015Q4 20212
Weiss Asset Management LP 110.06%0.11%0.15%Q4 2018Q4 20212
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Meristem Family Wealth, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
GenWealth Group, Inc. 220.06%0.06%0.06%Q4 2021Q1 20222
Paloma Partners Management Co 110.00%0.01%0.02%Q2 2013Q1 20162
R.P. Boggs & Co. 220.54%0.56%0.58%Q4 2020Q1 20212
Silver Lake Advisory, LLC 220.27%0.29%0.30%Q4 2013Q1 20142
Lifeworks Advisors, LLC 220.20%0.22%0.25%Q1 2022Q2 20222
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
San Luis Wealth Advisors LLC 220.12%0.19%0.26%Q4 2021Q1 20222
TUCKER ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q3 2022Q4 20222
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Brouwer & Janachowski, LLC 110.15%0.16%0.17%Q3 2014Q3 20152
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Golden Green, Inc. 221.17%1.20%1.22%Q4 2020Q1 20212
RMB Capital Management, LLC 110.02%0.02%0.02%Q1 2015Q2 20172
Total Clarity Wealth Management, Inc. 220.02%0.04%0.06%Q3 2021Q4 20212
Karpus Management, Inc. 220.09%0.10%0.10%Q2 2013Q3 20132
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.01%Q2 2013Q3 20132
SECURITY NATIONAL TRUST CO 220.02%0.02%0.03%Q4 2013Q1 20142
WFG Advisors, LP 220.00%0.00%0.00%Q4 2014Q1 20152
Samalin Investment Counsel, LLC 220.15%0.19%0.22%Q2 2023Q3 20232
M Holdings Securities, Inc. 220.08%0.12%0.15%Q1 2023Q2 20232
FLAGSHIP HARBOR ADVISORS, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
First Heartland Consultants, Inc. 220.84%0.87%0.90%Q4 2022Q1 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Advisors, Inc. 220.05%0.05%0.06%Q2 2016Q3 20162
Clear Perspectives Financial Planning, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
IHT Wealth Management, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
Icon Wealth Advisors, LLC 220.10%0.12%0.13%Q3 2022Q4 20222
FAGAN ASSOCIATES, INC. 220.39%0.42%0.44%Q1 2014Q2 20142
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2018Q2 20222
Corient Private Wealth LLC 110.00%0.00%0.00%Q1 2023Q3 20232
WealthTrust Asset Management, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
Founders Financial Alliance, LLC 110.05%0.07%0.08%Q3 2020Q4 20212
Private Capital Group, LLC 110.01%0.01%0.01%Q1 2019Q3 20192
EP Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Herold Advisors, Inc. 110.00%0.01%0.02%Q3 2021Q1 20222
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q2 20212
BlackRock Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Pensionmark Financial Group, LLC 110.06%0.09%0.11%Q4 2021Q4 20222
Beacon Financial Advisory LLC 220.11%0.11%0.12%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
EPG Wealth Management LLC 220.18%0.21%0.23%Q1 2020Q2 20202
Annapolis Financial Services, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Jane Street Holding, LLC 220.00%0.01%0.01%Q2 2013Q3 20132
Elequin Capital, LP 110.01%0.09%0.17%Q4 2022Q3 20232
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q3 20152
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.01%0.02%Q1 2022Q3 20222
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
TRENT CAPITAL MANAGEMENT INC /NC/ 110.38%0.47%0.55%Q4 2016Q2 20172
Sunesis Advisors, LLC 110.27%0.31%0.35%Q1 2023Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Costello Asset Management, INC 220.00%0.00%0.00%Q4 2021Q1 20222
Kerntke Otto McGlone Wealth Management Group 110.22%0.37%0.51%Q4 2019Q4 20212
GODSEY & GIBB, INC 220.00%0.00%0.00%Q4 2022Q1 20232
Covington Capital Management 220.00%0.00%0.00%Q4 2021Q1 20222
SteelPeak Wealth, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
Winchester Group Inc. 220.31%0.31%0.32%Q2 2013Q3 20132
L.M. KOHN & COMPANY 220.07%0.08%0.08%Q2 2023Q3 20232
Saba Capital Management, L.P. 220.92%1.15%1.38%Q3 2013Q4 20132
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.12%0.16%0.20%Q1 2020Q4 20212
Ulrich Consultants & Investment Group, LLC 222.29%2.62%2.95%Q2 2022Q3 20222
Claar Advisors LLC 111.42%1.42%1.42%Q4 2013Q4 20131
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Callan Capital, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Clear Creek Financial Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2020Q4 20201
J.P. Morgan Private Wealth Advisors LLC 110.01%0.01%0.01%Q3 2016Q3 20161
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2013Q1 20131
IEQ CAPITAL, LLC 110.38%0.38%0.38%Q4 2020Q4 20201
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
EVERMAY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CATALYST PRIVATE WEALTH, LLC 110.20%0.20%0.20%Q3 2020Q3 20201
Altus Wealth Group LLC 110.04%0.04%0.04%Q4 2020Q4 20201
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
WESTWOOD HOLDINGS GROUP INC 110.01%0.01%0.01%Q1 2022Q1 20221
OmniStar Financial Group, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2018Q3 20181
Cedar Brook Financial Partners, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Summer Investments, Inc. 110.02%0.02%0.02%Q1 2015Q1 20151
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
SILVER CAPITAL MANAGEMENT LLC 110.23%0.23%0.23%Q2 2013Q2 20131
Americana Partners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
NATIONAL PLANNING CORP 110.02%0.02%0.02%Q4 2014Q4 20141
Centerpoint Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Gratus Capital, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Crosspoint Capital Strategies, LLC 110.09%0.09%0.09%Q3 2015Q3 20151
Halpern Financial, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q4 20211
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2014Q2 20141
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q4 2021Q4 20211
Sandy Spring Bank 110.01%0.01%0.01%Q2 2014Q2 20141
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Alpine Global Management, LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
COMMERCE BANK 110.00%0.00%0.00%Q2 2022Q2 20221
TRUST CO OF VERMONT 110.00%0.00%0.00%Q1 2020Q1 20201
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HRT FINANCIAL LP 110.04%0.04%0.04%Q1 2023Q1 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.05%0.05%0.05%Q2 2019Q2 20191
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Investmark Advisory Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
TEGEAN CAPITAL MANAGEMENT, LLC 116.08%6.08%6.08%Q3 2013Q3 20131
DUMONT & BLAKE INVESTMENT ADVISORS LLC 110.12%0.12%0.12%Q1 2022Q1 20221
UNITED MARITIME CAPITAL LLC 110.05%0.05%0.05%Q4 2020Q4 20201
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Fiduciary Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
GFS Advisors, LLC 110.38%0.38%0.38%Q1 2016Q1 20161
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Insight Advisors, LLC/ PA 110.16%0.16%0.16%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
CKW FINANCIAL GROUP 110.01%0.01%0.01%Q4 2021Q4 20211
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
DCM Advisors, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Archford Capital Strategies, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2015Q3 20151
NINE MASTS CAPITAL Ltd 110.04%0.04%0.04%Q4 2017Q4 20171
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2022Q2 20221
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
US GLOBAL INVESTORS FUNDS 110.03%0.03%0.03%Q4 2013Q4 20131
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Biltmore Capital Advisors LLC 110.12%0.12%0.12%Q4 2021Q4 20211
INSIGHT 2811, INC. 110.15%0.15%0.15%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vectors Research Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Perella Weinberg Partners Capital Management LP 110.04%0.04%0.04%Q2 2013Q2 20131
Highlander Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Parkside Investments, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ridgewood Investments LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Genesis Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
SG Americas Securities, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
NORTHWEST WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Aristides Capital LLC 110.53%0.53%0.53%Q4 2021Q4 20211
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q2 2023Q2 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Prosperity Wealth Management, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q4 2021Q4 20211
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q2 2023Q2 20231
MAGNOLIA CAPITAL ADVISORS LLC 110.46%0.46%0.46%Q1 2021Q1 20211
OAK FAMILY ADVISORS, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Marcum Wealth, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Seelaus Asset Management LLC 110.13%0.13%0.13%Q1 2021Q1 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Intellectus Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Jackson Wealth Management, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Williams Jones Wealth Management, LLC. 110.04%0.04%0.04%Q3 2023Q3 20231
Miracle Mile Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2022Q3 20221
JOURNEY STRATEGIC WEALTH LLC 110.06%0.06%0.06%Q3 2023Q3 20231
TD Ameritrade Trust Co 110.60%0.60%0.60%Q3 2014Q3 20141
Worth Asset Management, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2016Q2 20161
WOLVERINE ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q2 2013Q2 20131
PRW Wealth Management LLC 110.09%0.09%0.09%Q1 2019Q1 20191
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GARRISON BRADFORD & ASSOCIATES INC 110.28%0.28%0.28%Q1 2022Q1 20221
External links

This page lists all the filers that currently own PIMCO DYNAMIC INCOME FD or have owned PIMCO DYNAMIC INCOME FD in the past.