Pacer Funds Trust - COWG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 6,060,603 | 243,308 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 5,208,628 | 209,107 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,236,326 | 89,780 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,805,902 | 69,075 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,682,025 | 67,527 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 1,580,176 | 63,438 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,126,523 | 45,225 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,103,243 | 44,291 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,018,020 | 40,870 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 892,744 | 35,846 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 778,017 | 31,234 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 668,597 | 26,841 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 580,323 | 23,297 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 527,699 | 21,185 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 508,853 | 20,428 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aspire Capital Advisors LLC | History | No change | 504,916 | 20,270 | 3.95% | 3.95% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 491,913 | 19,748 | 0.2% | 0.2% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | No change | 474,716 | 19,058 | 1.14% | 1.14% | 18 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 473,741 | 19,019 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 440,174 | 17,671 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 437,649 | 17,570 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 365,837 | 14,687 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | No change | 325,050 | 13,049 | 2.69% | 2.69% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sylvest Advisors, LLC | History | No change | 306,096 | 12,288 | 5.54% | 5.54% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RVW Wealth, LLC | History | Reduced | 302,690 | 12,071 | 0.77% | 1.02% | 25 | -83,146 | -21.55% | Q3 2026 | Oct 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 254,073 | 10,200 | 0.92% | 0.92% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Z3 Capital Partners, LLC | History | No change | 251,710 | 10,105 | 2.12% | 2.12% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 237,443 | 9,532 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | No change | 229,660 | 9,220 | 3.91% | 3.91% | 29 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 229,378 | 8,998 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 222,996 | 8,952 | 0.38% | 0.38% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 207,912 | 8,346 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 206,298 | 8,282 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 192,829 | 7,741 | 0.3% | 0.3% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ethos Financial Group, LLC | History | No change | 209,382 | 7,726 | 0.52% | 0.52% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laurel Wealth Planning LLC | History | No change | 167,019 | 6,705 | 2.97% | 2.97% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marble Wealth, LLC | History | No change | 164,698 | 6,612 | 1.01% | 1.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 160,855 | 6,457 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 152,292 | 6,113 | 0.33% | 0.33% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Guilbault Capital LLC | History | No change | 144,360 | 5,795 | 5.82% | 5.82% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 140,972 | 5,659 | 3.62% | 3.62% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNB Wealth Management, LLC | History | No change | 137,263 | 5,510 | 3.01% | 3.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 130,062 | 5,221 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Advisors, LLC | History | No change | 129,814 | 5,211 | 2.44% | 2.44% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tandem Investment Partners LLC | History | No change | 127,475 | 5,117 | 3.94% | 3.94% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 127,435 | 5,116 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arkadios Wealth Advisors | History | No change | 126,464 | 5,077 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 124,070 | 4,980 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 126,084 | 4,766 | 0.59% | 0.59% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 118,634 | 4,762 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 111,671 | 4,483 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 103,319 | 4,147 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 97,291 | 3,905 | 0.79% | 0.79% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 95,393 | 3,829 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 94,748 | 3,803 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 94,143 | 3,779 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 94,014 | 3,774 | 0.84% | 0.84% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 93,400 | 3,749 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 91,940 | 3,691 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 87,867 | 3,527 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 88,357 | 3,498 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 101,729 | 3,450 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 85,700 | 3,440 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 81,932 | 3,289 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 81,325 | 3,264 | 0.3% | 0.3% | 65 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 80,923 | 3,249 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlas Private Wealth Advisors | History | No change | 77,097 | 3,095 | 0.68% | 0.68% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 76,942 | 3,088 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 76,865 | 3,085 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 74,398 | 2,986 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mason & Associates Inc | History | No change | 74,032 | 2,972 | 0.48% | 0.48% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 73,748 | 2,960 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 71,717 | 2,879 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 66,826 | 2,682 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 65,876 | 2,644 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Savvy Advisors, Inc. | History | No change | 64,910 | 2,605 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 63,113 | 2,533 | 0.88% | 0.88% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | No change | 61,371 | 2,463 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 61,269 | 2,459 | 0.5% | 0.5% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Commerce Advisors, LLC | History | No change | 59,370 | 2,383 | 1.29% | 1.29% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 59,267 | 2,379 | 1.48% | 1.48% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 59,210 | 2,377 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 57,241 | 2,298 | 0.25% | 0.25% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Empirical Asset Management, LLC | History | No change | 56,187 | 2,255 | 0.51% | 0.51% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | Added to | 53,312 | 2,126 | 0.95% | 0.93% | 85 | +1,456 | 2.81% | Q3 2026 | Oct 01, 2026 |
| Centurion Wealth Management LLC | History | No change | 52,724 | 2,116 | 0.51% | 0.51% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 50,198 | 2,015 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 49,935 | 2,004 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 49,894 | 2,003 | 0.5% | 0.5% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XML Financial, LLC | History | No change | 48,104 | 1,931 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SMITH, MOORE & CO. | History | No change | 46,723 | 1,875 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 46,534 | 1,868 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 46,030 | 1,848 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 45,667 | 1,833 | 0.17% | 0.17% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 43,941 | 1,764 | 0.18% | 0.18% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 42,124 | 1,691 | 0.45% | 0.45% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 41,733 | 1,675 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 41,583 | 1,669 | 1.15% | 1.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 41,188 | 1,653 | 0.68% | 0.68% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 40,464 | 1,624 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 38,843 | 1,559 | 0.77% | 0.77% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rubicon Advisors, GP | History | No change | 38,687 | 1,553 | 1.13% | 1.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 38,680 | 1,552 | 0.39% | 0.39% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 38,263 | 1,536 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 38,254 | 1,535 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empire Financial Management Company, LLC | History | No change | 36,363 | 1,459 | 0.58% | 0.58% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 35,750 | 1,435 | 1.27% | 1.27% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JBR Co Financial Management Inc | History | No change | 35,232 | 1,414 | 0.52% | 0.52% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 35,169 | 1,411 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,046 | 1,406 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 34,835 | 1,398 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 33,457 | 1,343 | 0.26% | 0.26% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 32,456 | 1,303 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 32,470 | 1,294 | 0.35% | 0.38% | 114 | -3,834 | -10.56% | Q3 2026 | Oct 02, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 31,728 | 1,273 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HB Wealth Management, LLC | History | No change | 31,387 | 1,260 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | No change | 31,324 | 1,257 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 30,968 | 1,243 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 30,567 | 1,227 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 29,942 | 1,202 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compass Advisory Group LLC | History | No change | 27,380 | 1,099 | 0.26% | 0.26% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 28,021 | 1,089 | 1.25% | 1.25% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 26,319 | 1,056 | 0.56% | 0.56% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 25,413 | 1,020 | 0.69% | 0.69% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 25,263 | 1,014 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 24,621 | 988 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 24,395 | 979 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 24,242 | 973 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 23,688 | 951 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 23,595 | 947 | 0.15% | 0.15% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | No change | 23,366 | 938 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 23,092 | 927 | 0.61% | 0.61% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sankala Group LLC | History | No change | 23,148 | 920 | 0.61% | 0.61% | 133 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HUB Investment Partners, LLC | History | No change | 22,765 | 913 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | No change | 22,494 | 903 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 22,095 | 887 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 21,816 | 875 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 21,606 | 867 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ellis Investment Partners, LLC | History | No change | 21,098 | 847 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 20,860 | 837 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 20,330 | 816 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Copia Wealth Management | History | No change | 19,613 | 787 | 0.47% | 0.47% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,403 | 779 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 18,739 | 752 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 17,670 | 709 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,123 | 687 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 16,706 | 670 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 16,109 | 646 | 0.3% | 0.3% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 15,935 | 639 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 16,821 | 637 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 15,953 | 631 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clarity Asset Management, Inc. | History | No change | 14,625 | 587 | 0.29% | 0.29% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,605 | 586 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 14,300 | 574 | 0.4% | 0.4% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 14,001 | 562 | 0.23% | 0.23% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GK Wealth Management LLC | History | No change | 13,839 | 555 | 0.29% | 0.29% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OxenFree Capital LLC | History | Added to | 12,784 | 524 | 0.23% | 0.22% | 157 | +369 | 2.97% | Q3 2026 | Oct 07, 2026 |
| Maridea Wealth Management LLC | History | No change | 12,578 | 504 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Palumbo Wealth Management LLC | History | No change | 12,290 | 493 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 13,020 | 485 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 13,020 | 485 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 11,955 | 479 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nilsine Partners, LLC | History | No change | 11,810 | 474 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 11,736 | 471 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIN ADVISORS, INC | History | No change | 11,336 | 455 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 11,297 | 453 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,152 | 447 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cooper Financial Group | History | No change | 10,273 | 409 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Csenge Advisory Group | History | No change | 10,163 | 408 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,463 | 379 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,397 | 377 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | No change | 9,100 | 365 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 8,909 | 357 | 0.21% | 0.21% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 8,745 | 351 | 0.21% | 0.21% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 8,706 | 349 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,688 | 348 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 8,652 | 347 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,522 | 342 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSG Advisors LLC | History | No change | 8,457 | 339 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capasso Planning Partners LLC | History | No change | 8,176 | 328 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PGIM Custom Harvest LLC | History | No change | 8,008 | 321 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Purus Wealth Management, LLC | History | No change | 7,948 | 319 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 7,785 | 312 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Revisor Wealth Management LLC | History | No change | 7,558 | 303 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,990 | 280 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Braeburn Wealth Management LLC | History | No change | 6,857 | 275 | 0.12% | 0.12% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,815 | 273 | 0.2% | 0.2% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,706 | 269 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bison Wealth, LLC | History | No change | 6,734 | 265 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sovran Advisors, LLC | History | No change | 7,054 | 262 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,434 | 258 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 6,197 | 248 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 6,102 | 244 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlas Wealth LLC | History | No change | 6,044 | 242 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 5,930 | 238 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 5,953 | 238 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,900 | 236 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,828 | 233 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,780 | 232 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Optivise Advisory Services LLC | History | No change | 5,762 | 231 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | No change | 5,703 | 228 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 5,645 | 226 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Allocation Strategies LLC | History | No change | 5,591 | 224 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,444 | 218 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alchemi Wealth, LLC | History | No change | 5,309 | 213 | 0.1% | 0.1% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Management Associates, Inc. | History | No change | 5,175 | 207 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,145 | 206 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 5,144 | 206 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 5,079 | 203 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 4,950 | 198 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Triumph Capital Management | History | No change | 4,918 | 197 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,745 | 190 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,722 | 189 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4,693 | 188 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 3,926 | 157 | 0.15% | 0.15% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,374 | 135 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,215 | 128 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 3,075 | 123 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,058 | 122 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,990 | 120 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 2,703 | 108 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 2,652 | 106 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 1,781 | 68 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 1,686 | 67 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,506 | 60 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,396 | 56 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,007 | 40 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Front Row Advisors LLC | History | No change | 900 | 35 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 725 | 29 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 723 | 29 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 518 | 20 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 20 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 451 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 408 | 16 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WealthShield Partners, LLC | History | No change | 372 | 14 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 300 | 12 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 201 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 177 | 7 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 152 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | No change | 144 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SWAN Capital LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 121 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BESSEMER GROUP INC | History | No change | 32 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 46 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 25 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |