Pacer Funds Trust - COWZ
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.
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| 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 | Reduced | 36,325,339 | 2,272,513 | 0.17% | 0.17% | 1 | -2,334,037 | -6.04% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 18,606,409 | 1,164,016 | 0.31% | 0.31% | 2 | -102,124 | -0.55% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 14,637,220 | 915,704 | 0.06% | 0.06% | 3 | -675,530 | -4.41% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,171,215 | 511,191 | 0.16% | 0.17% | 4 | -675,004 | -7.63% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,643,470 | 478,175 | 0.29% | 0.3% | 5 | -335,286 | -4.2% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,513,020 | 407,454 | 0.08% | 0.08% | 6 | -503,474 | -7.18% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,612,900 | 351,143 | 0.37% | 0.38% | 7 | -145,601 | -2.53% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,874,816 | 304,968 | 0.08% | 0.06% | 8 | +1,642,211 | 50.8% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 4,410,982 | 275,951 | 0.04% | 0.05% | 9 | -359,863 | -7.54% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,704,931 | 231,859 | 0.34% | 0.35% | 10 | -278,838 | -7.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,154,181 | 197,326 | 0.51% | 0.52% | 11 | -104,651 | -3.21% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,063,031 | 191,668 | 0.04% | 0.05% | 12 | -398,145 | -11.5% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,029,150 | 189,503 | 0.26% | 0.27% | 13 | -289,511 | -8.72% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,147,267 | 134,333 | 0.02% | 0.03% | 14 | -593,833 | -21.66% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,850,770 | 114,248 | 0.05% | 0.06% | 15 | +225,084 | 13.85% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,824,648 | 114,149 | 0.64% | 0.6% | 16 | +23,487 | 1.3% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,729,166 | 108,176 | 0.41% | 0.41% | 17 | +83,548 | 5.08% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,726,111 | 107,985 | 0.11% | 0.11% | 18 | +41,144 | 2.44% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,401,928 | 87,705 | 0.08% | 0.08% | 19 | +7,604 | 0.55% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,372,593 | 85,869 | 0.24% | 0.25% | 20 | -325,280 | -19.16% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 994,456 | 62,213 | 0.1% | 0.1% | 21 | -48,523 | -4.65% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 950,031 | 60,022 | 2.3% | 2.42% | 22 | -25,813 | -2.65% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 877,389 | 54,889 | 0.1% | 0.09% | 23 | +50,406 | 6.1% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Added to | 838,488 | 52,456 | 2.98% | 2.79% | 24 | +17,775 | 2.17% | Q1 2026 | Apr 22, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 817,861 | 51,165 | 15.48% | 14.61% | 25 | -1,853 | -0.23% | Q1 2026 | Apr 17, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 831,660 | 50,041 | 6.62% | 6.62% | 26 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 795,303 | 49,754 | 0.42% | 0.35% | 27 | -7,511 | -0.94% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 785,815 | 49,137 | 0.1% | 0.12% | 28 | -615,630 | -43.93% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 783,476 | 49,014 | 0.12% | 0.11% | 29 | -20,272 | -2.52% | Q1 2026 | Apr 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 717,184 | 44,867 | 2.45% | 2.43% | 30 | +13,126 | 1.86% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 704,939 | 44,100 | 0.06% | 0.06% | 31 | -24 | -0.0% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 678,870 | 42,470 | 0.26% | 0.25% | 32 | +1,968 | 0.29% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 647,872 | 40,530 | 0.0% | 0.0% | 33 | +433,120 | 201.68% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 640,968 | 40,098 | 0.95% | 0.88% | 34 | -6,932 | -1.07% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 623,967 | 39,035 | 0.02% | 0.02% | 35 | -84,720 | -11.95% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 614,789 | 38,461 | 0.2% | 0.2% | 36 | +9,130 | 1.51% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 601,979 | 37,758 | 0.04% | 0.04% | 37 | -32,085 | -5.06% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 587,049 | 36,725 | 0.71% | 0.67% | 38 | +18,787 | 3.31% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 591,690 | 35,645 | 0.23% | 0.23% | 39 | +44,273 | 8.09% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Reduced | 566,250 | 35,424 | 2.4% | 3.83% | 40 | -384,117 | -40.42% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 562,577 | 35,202 | 0.22% | 0.2% | 41 | +2,857 | 0.51% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 546,695 | 34,201 | 0.16% | 0.16% | 42 | -9,468 | -1.7% | Q1 2026 | Apr 24, 2026 |
| Clark Capital Management Group, Inc. | History | New | 518,889 | 32,461 | 0.2% | — | 43 | +518,889 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 518,469 | 32,435 | 0.99% | 1.1% | 44 | +21,367 | 4.3% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 492,878 | 30,833 | 0.56% | 0.56% | 45 | +7,118 | 1.47% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 490,944 | 30,600 | 0.52% | 0.72% | 46 | -167,174 | -25.4% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 488,771 | 30,587 | 0.23% | 0.21% | 47 | +19,281 | 4.11% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 486,043 | 30,405 | 0.47% | 0.47% | 48 | +98,480 | 25.41% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 480,021 | 30,030 | 0.17% | 0.17% | 49 | +1,547 | 0.32% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 469,115 | 29,347 | 0.05% | 0.06% | 50 | -25,558 | -5.17% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 454,459 | 28,430 | 0.03% | 0.04% | 51 | -148,339 | -24.61% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Reduced | 452,564 | 28,312 | 2.54% | 2.67% | 52 | -34,234 | -7.03% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 449,759 | 28,136 | 0.35% | 0.38% | 53 | -53,937 | -10.71% | Q1 2026 | Apr 20, 2026 |
| Paragon Capital Management Ltd | History | Added to | 423,940 | 26,521 | 5.57% | 5.07% | 54 | +540 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 412,637 | 25,814 | 0.62% | 0.66% | 55 | -54,999 | -11.76% | Q1 2026 | Apr 30, 2026 |
| Presidio Capital Management, LLC | History | Added to | 412,612 | 25,813 | 7.5% | 7.27% | 56 | +10,223 | 2.54% | Q1 2026 | Apr 08, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 409,058 | 25,365 | 1.45% | 1.42% | 57 | +13,579 | 3.43% | Q1 2026 | Apr 20, 2026 |
| MATAURO, LLC | History | Added to | 402,836 | 25,201 | 3.64% | 3.38% | 58 | +29,591 | 7.93% | Q1 2026 | Apr 22, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 388,027 | 24,274 | 5.23% | 5.03% | 59 | +11,958 | 3.18% | Q1 2026 | Apr 13, 2026 |
| Decker Wealth Management LLC | History | Reduced | 367,352 | 22,981 | 5.21% | 5.09% | 60 | -18,528 | -4.8% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 366,642 | 22,937 | 0.03% | 0.08% | 61 | -531,481 | -59.18% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 358,291 | 22,414 | 1.0% | 0.98% | 62 | +5,972 | 1.7% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 358,283 | 22,414 | 3.91% | 3.8% | 63 | -913 | -0.25% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 353,082 | 22,088 | 0.51% | 0.52% | 64 | -4,260 | -1.19% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 349,193 | 21,845 | 0.49% | 0.5% | 65 | -20,742 | -5.61% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 333,726 | 20,877 | 1.25% | 1.2% | 66 | -1,747 | -0.52% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 322,904 | 20,200 | 0.05% | 0.05% | 67 | -367 | -0.11% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 318,908 | 19,950 | 0.67% | 0.48% | 68 | -30,214 | -8.65% | Q1 2026 | Apr 23, 2026 |
| Wealth Group Ltd | History | Reduced | 311,724 | 19,501 | 4.44% | 4.23% | 69 | -2,401 | -0.76% | Q1 2026 | Apr 10, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 304,835 | 19,070 | 3.5% | 2.94% | 70 | +55,187 | 22.11% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 303,295 | 18,974 | 0.21% | 0.19% | 71 | +27,956 | 10.15% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 300,345 | 18,789 | 0.23% | 0.25% | 72 | +4,432 | 1.5% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 299,346 | 18,727 | 0.1% | 0.11% | 73 | -20,701 | -6.47% | Q1 2026 | May 05, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 286,992 | 17,954 | 6.65% | 5.68% | 74 | +29,349 | 11.39% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 284,856 | 17,795 | 0.09% | 0.12% | 75 | -102,240 | -26.41% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 282,298 | 17,660 | 0.05% | 0.04% | 76 | -5,416 | -1.88% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 282,202 | 17,654 | 0.26% | 0.12% | 77 | +149,333 | 112.39% | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | Added to | 278,817 | 17,442 | 4.18% | 4.11% | 78 | +6,974 | 2.57% | Q1 2026 | May 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 276,881 | 17,321 | 9.73% | 9.14% | 79 | +3,405 | 1.25% | Q1 2026 | Apr 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 267,761 | 16,751 | 1.77% | 2.06% | 80 | -46,834 | -14.89% | Q1 2026 | May 04, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 265,519 | 16,610 | 2.9% | 2.98% | 81 | -80,846 | -23.34% | Q1 2026 | May 15, 2026 |
| GLR Partners, LLC | History | New | 264,069 | 16,520 | 9.01% | — | 82 | +264,069 | New | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 261,870 | 16,382 | 0.19% | 0.19% | 83 | -12,943 | -4.71% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 256,749 | 16,062 | 0.49% | 0.51% | 84 | -33,481 | -11.54% | Q1 2026 | May 14, 2026 |
| Cyr Financial Inc. | History | Added to | 254,245 | 15,905 | 9.36% | 9.01% | 85 | +14,149 | 5.89% | Q1 2026 | Apr 24, 2026 |
| Madrona Financial Services, LLC | History | Added to | 254,064 | 15,894 | 3.48% | 2.87% | 86 | +30,960 | 13.88% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 250,716 | 15,684 | 0.32% | 0.3% | 87 | +4,635 | 1.88% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 250,349 | 15,661 | 0.43% | 0.4% | 88 | +5,325 | 2.17% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 249,465 | 15,606 | 0.95% | 0.92% | 89 | +7,435 | 3.07% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 249,363 | 15,600 | 0.36% | 0.4% | 90 | -22,215 | -8.18% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 242,136 | 15,147 | 0.16% | — | 91 | +242,136 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 236,308 | 14,783 | 0.41% | 0.42% | 92 | -14,313 | -5.71% | Q1 2026 | May 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 240,962 | 14,498 | 0.9% | 0.9% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Plan Group Financial, LLC | History | Added to | 229,452 | 14,354 | 3.37% | 3.5% | 94 | +5,559 | 2.48% | Q1 2026 | Apr 13, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 223,134 | 13,959 | 8.53% | 8.78% | 95 | +8,299 | 3.86% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 222,835 | 13,940 | 0.19% | 0.19% | 96 | -2,810 | -1.25% | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | Added to | 220,764 | 13,810 | 7.34% | 7.03% | 97 | +1,686 | 0.77% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 220,235 | 13,777 | 0.85% | 0.36% | 98 | +95,323 | 76.31% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 219,831 | 13,753 | 0.03% | 0.02% | 99 | +7,590 | 3.58% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 218,891 | 13,693 | 0.45% | 0.47% | 100 | -18,807 | -7.91% | Q1 2026 | May 14, 2026 |
| Copley Financial Group, Inc. | History | Added to | 214,943 | 13,446 | 8.11% | 7.68% | 101 | +8,577 | 4.16% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 214,099 | 13,394 | 1.6% | 1.57% | 102 | -4,401 | -2.01% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 211,410 | 13,225 | 0.22% | 0.22% | 103 | +19,232 | 10.01% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 211,156 | 13,209 | 0.02% | 0.02% | 104 | +101,972 | 93.39% | Q1 2026 | May 01, 2026 |
| Marble Wealth, LLC | History | Reduced | 208,564 | 13,047 | 2.28% | 2.86% | 105 | -133,966 | -39.11% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 203,645 | 12,740 | 0.62% | 0.68% | 106 | -31,900 | -13.54% | Q1 2026 | May 04, 2026 |
| XML Financial, LLC | History | Added to | 202,328 | 12,657 | 1.02% | 0.95% | 107 | +8,078 | 4.16% | Q1 2026 | Apr 16, 2026 |
| Sanchez Wealth Management Group | History | Added to | 202,026 | 12,638 | 2.73% | 2.56% | 108 | +3,350 | 1.69% | Q1 2026 | Apr 29, 2026 |
| GEN Financial Management, INC. | History | Reduced | 201,184 | 12,586 | 7.79% | 7.71% | 109 | -1,676 | -0.83% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 200,005 | 12,512 | 0.01% | 0.01% | 110 | -199,995 | -50.0% | Q1 2026 | May 12, 2026 |
| Ballast, Inc. | History | Reduced | 198,841 | 12,439 | 2.88% | 2.82% | 111 | -1,502 | -0.75% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 202,231 | 12,168 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 193,073 | 12,078 | 3.34% | 3.65% | 113 | -18,286 | -8.65% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 200,712 | 12,076 | 0.94% | 0.94% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Navigation Group, LLC | History | New | 190,159 | 11,896 | 2.78% | — | 115 | +190,159 | New | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 186,058 | 11,639 | 0.53% | 0.55% | 116 | -17,264 | -8.49% | Q1 2026 | Apr 30, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 185,601 | 11,611 | 6.81% | 6.43% | 117 | +6,911 | 3.87% | Q1 2026 | Apr 21, 2026 |
| Fermata Advisors, LLC | History | Added to | 185,303 | 11,592 | 2.61% | 2.62% | 118 | +4,149 | 2.29% | Q1 2026 | Apr 08, 2026 |
| Tamar Securities, LLC | History | Added to | 184,342 | 11,532 | 1.23% | 1.09% | 119 | +12,148 | 7.05% | Q1 2026 | May 14, 2026 |
| Owen LaRue, LLC | History | Reduced | 183,087 | 11,453 | 4.4% | 4.22% | 120 | -1,386 | -0.75% | Q1 2026 | Apr 30, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 182,459 | 11,414 | 0.91% | 0.85% | 121 | +2,802 | 1.56% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 181,313 | 11,342 | 0.03% | 0.04% | 122 | +5,160 | 2.93% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 178,936 | 11,200 | 0.18% | 0.17% | 123 | +4,430 | 2.54% | Q1 2026 | Apr 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 176,278 | 11,027 | 9.93% | 4.98% | 124 | +92,173 | 109.59% | Q1 2026 | Apr 23, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 176,260 | 11,026 | 4.04% | 3.85% | 125 | -6,335 | -3.47% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 175,495 | 10,978 | 6.8% | 7.42% | 126 | -3,294 | -1.84% | Q1 2026 | May 11, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 173,191 | 10,834 | 3.45% | 3.35% | 127 | -4,975 | -2.79% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 170,822 | 10,686 | 0.06% | 0.05% | 128 | +10,418 | 6.49% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 170,421 | 10,662 | 0.08% | 0.08% | 129 | +13,637 | 8.7% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 172,140 | 10,653 | 0.0% | 0.0% | 130 | -24,673 | -12.54% | Q1 2026 | May 13, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 168,264 | 10,526 | 7.15% | 6.87% | 131 | +1,220 | 0.73% | Q1 2026 | Apr 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 167,155 | 10,457 | 0.61% | 0.6% | 132 | -1,742 | -1.03% | Q1 2026 | Apr 29, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 164,135 | 10,268 | 5.44% | 5.49% | 133 | +4,561 | 2.86% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Added to | 163,306 | 10,216 | 0.16% | 0.15% | 134 | +6,689 | 4.27% | Q1 2026 | Apr 27, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 162,760 | 10,182 | 4.24% | 4.03% | 135 | +1,834 | 1.14% | Q1 2026 | Apr 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 161,116 | 10,079 | 2.79% | 2.57% | 136 | +8,854 | 5.81% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 160,984 | 10,071 | 0.24% | 0.01% | 137 | +155,811 | 3012.0% | Q1 2026 | May 15, 2026 |
| Altus Wealth Group LLC | History | Reduced | 160,777 | 10,058 | 4.12% | 5.92% | 138 | -85,579 | -34.74% | Q1 2026 | Apr 27, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 160,735 | 10,055 | 3.33% | 5.07% | 139 | -55,692 | -25.73% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 159,185 | 9,958 | 0.14% | 0.12% | 140 | +20,630 | 14.89% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 155,595 | 9,734 | 0.07% | 0.07% | 141 | +8,136 | 5.52% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 154,127 | 9,642 | 0.01% | 0.02% | 142 | -119,885 | -43.75% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 151,159 | 9,456 | 1.4% | 1.38% | 143 | -188 | -0.12% | Q1 2026 | Apr 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 147,347 | 9,218 | 0.99% | 1.06% | 144 | -18,433 | -11.12% | Q1 2026 | Apr 22, 2026 |
| Parcion Private Wealth LLC | History | Added to | 147,321 | 9,216 | 0.57% | 0.52% | 145 | +5,867 | 4.15% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 144,224 | 9,022 | 0.03% | 0.02% | 146 | +4,725 | 3.39% | Q1 2026 | May 08, 2026 |
| Ted Buchan & Co | History | Reduced | 143,904 | 9,002 | 3.27% | 3.2% | 147 | -941 | -0.65% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 140,990 | 8,821 | 0.09% | 0.07% | 148 | +33,738 | 31.46% | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | Added to | 139,857 | 8,749 | 9.59% | 9.26% | 149 | +2,333 | 1.7% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 137,796 | 8,690 | 0.23% | 0.41% | 150 | -22,195 | -13.87% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 139,399 | 8,674 | 0.52% | 0.38% | 151 | +43,211 | 44.92% | Q1 2026 | Apr 20, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 137,899 | 8,626 | 0.35% | 0.29% | 152 | +19,165 | 16.14% | Q1 2026 | Apr 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 136,155 | 8,517 | 3.77% | 3.56% | 153 | +7,262 | 5.63% | Q1 2026 | May 08, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 135,874 | 8,500 | 0.66% | 0.84% | 154 | -40,574 | -22.99% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 134,881 | 8,438 | 0.4% | 0.36% | 155 | +2,741 | 2.07% | Q1 2026 | May 18, 2026 |
| Prota Financial, LLC | History | Added to | 134,617 | 8,421 | 6.1% | 5.62% | 156 | +4,886 | 3.77% | Q1 2026 | Apr 09, 2026 |
| Procyon Advisors, LLC | History | Reduced | 126,265 | 7,899 | 0.39% | 0.4% | 157 | -7,726 | -5.77% | Q1 2026 | May 04, 2026 |
| Ethos Financial Group, LLC | History | Added to | 124,969 | 7,805 | 0.57% | 0.02% | 158 | +119,902 | 2366.33% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 120,320 | 7,527 | 0.16% | 0.17% | 159 | -5,099 | -4.07% | Q1 2026 | Apr 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 119,239 | 7,459 | 0.23% | 0.22% | 160 | +8,285 | 7.47% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 118,848 | 7,435 | 0.57% | 0.59% | 161 | -1,834 | -1.52% | Q1 2026 | Apr 22, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 118,407 | 7,407 | 4.05% | 3.67% | 162 | -6,934 | -5.53% | Q1 2026 | May 11, 2026 |
| Atlas Wealth LLC | History | Reduced | 117,412 | 7,345 | 2.2% | 2.15% | 163 | -157 | -0.13% | Q1 2026 | May 13, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 117,042 | 7,322 | 1.38% | 1.4% | 164 | +58,486 | 99.88% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 116,749 | 7,303 | 0.41% | 0.8% | 165 | -91,659 | -43.98% | Q1 2026 | Apr 29, 2026 |
| Modus Advisors, LLC | History | Reduced | 114,802 | 7,182 | 1.98% | 1.88% | 166 | -3,376 | -2.86% | Q1 2026 | May 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 113,758 | 7,116 | 4.29% | 4.23% | 167 | -2,252 | -1.94% | Q1 2026 | Apr 21, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 111,761 | 6,991 | 1.45% | 1.34% | 168 | +3,553 | 3.28% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 111,578 | 6,980 | 0.07% | 0.07% | 169 | +15,871 | 16.58% | Q1 2026 | May 13, 2026 |
| Clarus Wealth Advisors | History | Reduced | 111,862 | 6,973 | 2.97% | 2.92% | 170 | -2,041 | -1.79% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 111,378 | 6,968 | 0.22% | 0.02% | 171 | +101,256 | 1000.36% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 111,340 | 6,965 | 1.0% | 1.13% | 172 | -16,641 | -13.0% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 110,451 | 6,909 | 0.09% | 0.1% | 173 | -4,510 | -3.92% | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 110,060 | 6,885 | 3.35% | 3.34% | 174 | -1,447 | -1.3% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | Added to | 109,780 | 6,867 | 0.18% | 0.18% | 175 | +514 | 0.47% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 108,369 | 6,779 | 0.17% | 0.22% | 176 | -38,265 | -26.1% | Q1 2026 | Apr 29, 2026 |
| Intrua Financial, LLC | History | Added to | 108,262 | 6,772 | 0.7% | 0.65% | 177 | +5,694 | 5.55% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 108,228 | 6,770 | 0.29% | 0.29% | 178 | -4,355 | -3.87% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 107,659 | 6,735 | 0.37% | 0.12% | 179 | +72,455 | 205.81% | Q1 2026 | Apr 30, 2026 |
| Team Financial Group, LLC | History | Reduced | 106,652 | 6,672 | 3.03% | 3.2% | 180 | -10,587 | -9.03% | Q1 2026 | May 01, 2026 |
| Tempo Wealth, LLC | History | Reduced | 105,135 | 6,577 | 1.15% | 1.13% | 181 | -634 | -0.6% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 104,639 | 6,546 | 0.38% | 0.23% | 182 | +35,585 | 51.53% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 104,487 | 6,536 | 0.29% | 0.29% | 183 | -2,264 | -2.12% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 104,171 | 6,516 | 0.5% | 0.43% | 184 | +10,577 | 11.3% | Q1 2026 | Apr 08, 2026 |
| Winter & Associates, Inc. | History | Added to | 104,075 | 6,510 | 5.7% | 5.2% | 185 | +10,623 | 11.37% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 103,375 | 6,509 | 0.15% | 0.18% | 186 | -12,286 | -10.62% | Q1 2026 | May 04, 2026 |
| Anson Capital, Inc. | History | Added to | 103,964 | 6,503 | 4.45% | 4.23% | 187 | +7,393 | 7.66% | Q1 2026 | May 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 103,405 | 6,469 | 0.5% | 0.54% | 188 | -13,111 | -11.25% | Q1 2026 | Apr 08, 2026 |
| TABLEAUX LLC | History | Added to | 101,968 | 6,379 | 3.09% | 3.85% | 189 | +23,899 | 30.61% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 120,753 | 6,375 | 0.01% | 0.02% | 190 | -113,685 | -48.49% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 101,547 | 6,352 | 0.31% | 0.33% | 191 | -13,017 | -11.36% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 101,453 | 6,346 | 0.16% | 0.09% | 192 | +41,494 | 69.2% | Q1 2026 | Apr 07, 2026 |
| Granby Capital Management, LLC | History | No change | 100,000 | 6,256 | 3.59% | 3.21% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 98,809 | 6,179 | 0.33% | 0.32% | 194 | -16,056 | -13.98% | Q1 2026 | May 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 97,984 | 6,129 | 4.11% | 4.34% | 195 | -5,972 | -5.74% | Q1 2026 | Apr 14, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 96,965 | 6,066 | 5.14% | 4.94% | 196 | -429 | -0.44% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 93,653 | 5,858 | 0.04% | 0.04% | 197 | +8,766 | 10.33% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 93,306 | 5,837 | 0.04% | 0.03% | 198 | -18,223 | -16.34% | Q1 2026 | May 07, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 93,204 | 5,830 | 1.13% | 1.01% | 199 | -18,833 | -16.81% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 92,942 | 5,814 | 0.3% | 0.28% | 200 | +3,408 | 3.81% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Reduced | 91,234 | 5,707 | 0.01% | 0.01% | 201 | -45,586 | -33.32% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 91,202 | 5,705 | 0.37% | 0.44% | 202 | -24,437 | -21.13% | Q1 2026 | May 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 89,592 | 5,604 | 1.47% | 1.39% | 203 | +3,989 | 4.66% | Q1 2026 | Apr 10, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 89,208 | 5,536 | 2.38% | 2.4% | 204 | +423 | 0.48% | Q1 2026 | Apr 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 87,959 | 5,502 | 1.49% | 1.42% | 205 | +289 | 0.33% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 87,326 | 5,463 | 1.23% | 1.26% | 206 | -1,502 | -1.69% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 86,333 | 5,401 | 0.23% | — | 207 | +86,333 | New | Q1 2026 | May 14, 2026 |
| CMC Financial Group | History | Added to | 85,761 | 5,365 | 10.52% | 8.95% | 208 | +2,366 | 2.84% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 85,478 | 5,347 | 0.04% | 0.04% | 209 | -1,827 | -2.09% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 80,490 | 5,035 | 0.15% | 0.14% | 210 | -937 | -1.15% | Q1 2026 | Apr 21, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 79,802 | 4,992 | 1.92% | 1.78% | 211 | +620 | 0.78% | Q1 2026 | May 12, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 79,311 | 4,961 | 1.71% | 1.66% | 212 | -1,358 | -1.68% | Q1 2026 | May 07, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 77,825 | 4,868 | 0.55% | 0.5% | 213 | +90 | 0.12% | Q1 2026 | May 04, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 77,370 | 4,840 | 1.27% | 1.08% | 214 | -1,182 | -1.5% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | Added to | 77,118 | 4,824 | 1.44% | 1.2% | 215 | +14,111 | 22.4% | Q1 2026 | Apr 20, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 76,910 | 4,811 | 0.67% | 0.8% | 216 | -17,886 | -18.87% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Reduced | 76,580 | 4,790 | 0.98% | 0.94% | 217 | -77,512 | -50.3% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 76,562 | 4,789 | 0.0% | 0.0% | 218 | -23,092 | -23.17% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 74,822 | 4,680 | 0.65% | 0.61% | 219 | -1,534 | -2.01% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 72,194 | 4,516 | 0.09% | 0.09% | 220 | +865 | 1.21% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 72,008 | 4,504 | 0.02% | 0.02% | 221 | +9,631 | 15.44% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 69,305 | 4,335 | 1.74% | 1.75% | 222 | -1,807 | -2.54% | Q1 2026 | Apr 23, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 69,171 | 4,327 | 1.71% | 1.62% | 223 | +2,853 | 4.3% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 68,982 | 4,315 | 0.02% | 0.02% | 224 | -7,347 | -9.63% | Q1 2026 | May 14, 2026 |
| Commerce Advisors, LLC | History | New | 68,910 | 4,311 | 3.62% | — | 225 | +68,910 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 68,748 | 4,300 | 0.01% | 0.01% | 226 | +1,986 | 2.97% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 68,357 | 4,276 | 3.89% | 3.67% | 227 | +2,217 | 3.35% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 67,849 | 4,244 | 0.02% | 0.03% | 228 | -42,483 | -38.5% | Q1 2026 | May 11, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 67,190 | 4,237 | 3.38% | 3.93% | 229 | -9,882 | -12.82% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 67,574 | 4,227 | 0.04% | 0.06% | 230 | -33,054 | -32.85% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 67,067 | 4,196 | 0.11% | 0.11% | 231 | +4,498 | 7.19% | Q1 2026 | May 14, 2026 |
| Fortis Capital Management LLC | History | Added to | 65,221 | 4,080 | 0.42% | 0.44% | 232 | +9,856 | 17.8% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,408 | 4,076 | 0.04% | 0.04% | 233 | +8,548 | 15.03% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 65,113 | 4,073 | 0.07% | 0.07% | 234 | -3,227 | -4.72% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 65,035 | 4,068 | 0.03% | 0.05% | 235 | -27,855 | -29.99% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 64,879 | 4,058 | 0.45% | 0.44% | 237 | +222 | 0.34% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 67,446 | 4,058 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 64,729 | 4,049 | 0.73% | 0.98% | 238 | +4,389 | 7.27% | Q1 2026 | May 01, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 64,492 | 4,034 | 2.55% | 2.5% | 239 | -745 | -1.14% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 64,309 | 4,023 | 0.02% | 0.01% | 240 | +41,389 | 180.58% | Q1 2026 | May 13, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 63,843 | 3,994 | 2.12% | 3.16% | 241 | -24,875 | -28.04% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 62,663 | 3,920 | 0.29% | 0.32% | 242 | -6,818 | -9.81% | Q1 2026 | May 05, 2026 |
| JBR Co Financial Management Inc | History | No change | 64,568 | 3,885 | 1.63% | 1.63% | 243 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 62,516 | 3,869 | 1.29% | 1.55% | 244 | -15,697 | -20.07% | Q1 2026 | Apr 27, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 61,914 | 3,867 | 3.13% | 3.05% | 245 | +1,910 | 3.18% | Q1 2026 | Apr 08, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 61,354 | 3,838 | 1.97% | 2.22% | 246 | -10,733 | -14.89% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,545 | 3,787 | 0.0% | 0.0% | 247 | +305 | 0.51% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 60,006 | 3,753 | 1.23% | 1.18% | 248 | +1,500 | 2.56% | Q1 2026 | Apr 24, 2026 |
| First PREMIER Bank | History | Reduced | 58,612 | 3,666 | 0.85% | 0.9% | 249 | -6,800 | -10.4% | Q1 2026 | Apr 20, 2026 |
| Tactive Advisors, LLC | History | Added to | 58,198 | 3,640 | 1.03% | 0.29% | 250 | +41,850 | 255.99% | Q1 2026 | Apr 16, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 57,950 | 3,625 | 1.02% | 0.84% | 251 | +7,427 | 14.7% | Q1 2026 | Apr 08, 2026 |
| Fairscale Capital, LLC | History | Reduced | 57,553 | 3,600 | 2.49% | 2.34% | 252 | -432 | -0.75% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 57,476 | 3,595 | 0.0% | 0.0% | 253 | +25,790 | 81.39% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Reduced | 57,403 | 3,591 | 1.57% | 1.79% | 254 | -14,111 | -19.73% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 56,807 | 3,553 | 0.39% | 0.39% | 255 | -5,012 | -8.11% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 56,478 | 3,533 | 0.04% | 0.04% | 256 | +2,559 | 4.75% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 56,349 | 3,525 | 0.04% | 0.04% | 257 | -4,512 | -7.41% | Q1 2026 | May 05, 2026 |
| Davis Investment Partners, LLC | History | Added to | 55,238 | 3,455 | 1.22% | 0.8% | 258 | +17,328 | 45.71% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 54,424 | 3,404 | 0.17% | 0.17% | 259 | +1,239 | 2.33% | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Added to | 54,175 | 3,389 | 0.01% | 0.01% | 260 | +581 | 1.08% | Q1 2026 | May 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 53,233 | 3,380 | 1.75% | 1.97% | 261 | +3,126 | 6.24% | Q1 2026 | May 18, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 53,854 | 3,369 | 2.65% | 2.58% | 262 | +1,037 | 1.96% | Q1 2026 | Apr 22, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 53,731 | 3,361 | 0.85% | 0.79% | 263 | -585 | -1.08% | Q1 2026 | May 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 53,490 | 3,346 | 0.27% | 0.29% | 264 | -4,538 | -7.82% | Q1 2026 | Apr 22, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 53,440 | 3,343 | 0.84% | 0.81% | 265 | +1,617 | 3.12% | Q1 2026 | Apr 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 53,168 | 3,326 | 0.12% | 0.1% | 266 | +9,238 | 21.03% | Q1 2026 | Apr 28, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 52,990 | 3,315 | 1.4% | 1.58% | 267 | -4,106 | -7.19% | Q1 2026 | Apr 20, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 52,788 | 3,302 | 0.91% | 0.9% | 268 | +1,034 | 2.0% | Q1 2026 | May 05, 2026 |
| Fortis Advisors, LLC | History | Added to | 52,459 | 3,281 | 1.64% | 1.26% | 269 | +13,802 | 35.7% | Q1 2026 | May 14, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 52,064 | 3,257 | 0.76% | 0.68% | 270 | -1,460 | -2.73% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 51,997 | 3,252 | 0.03% | 0.03% | 271 | +4,250 | 8.9% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 51,774 | 3,239 | 0.29% | 0.03% | 272 | +46,821 | 945.31% | Q1 2026 | May 12, 2026 |
| VVR Holdings LLC | History | Added to | 50,956 | 3,187 | 1.65% | 1.45% | 273 | +4,508 | 9.71% | Q1 2026 | Apr 16, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 50,112 | 3,135 | 3.31% | 2.59% | 275 | +7,316 | 17.1% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 51,829 | 3,135 | 0.15% | 0.15% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 50,068 | 3,132 | 0.0% | 0.0% | 276 | -1,057 | -2.07% | Q1 2026 | May 13, 2026 |
| Petros Family Wealth, LLC | History | Added to | 49,883 | 3,120 | 2.22% | 1.82% | 277 | +4,493 | 9.9% | Q1 2026 | Apr 24, 2026 |
| Fortis Group Advisors, LLC | History | New | 48,317 | 3,068 | 0.51% | — | 278 | +48,317 | New | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | New | 46,741 | 2,924 | 0.03% | — | 280 | +46,741 | New | Q1 2026 | May 08, 2026 |
| Stillwater Wealth Management Group | History | Added to | 46,752 | 2,924 | 1.81% | 1.43% | 279 | +11,808 | 33.79% | Q1 2026 | May 11, 2026 |
| Firestone Capital Management | History | Reduced | 46,723 | 2,922 | 0.61% | 0.64% | 281 | -3,803 | -7.53% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 46,348 | 2,899 | 0.13% | 0.01% | 282 | +42,612 | 1140.58% | Q1 2026 | May 06, 2026 |
| Breachway Investments LLC | History | Added to | 46,014 | 2,868 | 2.75% | 2.86% | 283 | +874 | 1.94% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 45,492 | 2,846 | 0.4% | 0.4% | 284 | -3,334 | -6.83% | Q1 2026 | May 15, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 45,409 | 2,840 | 1.43% | 1.39% | 285 | -36 | -0.08% | Q1 2026 | Apr 16, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 45,141 | 2,824 | 0.88% | 0.83% | 286 | +266 | 0.59% | Q1 2026 | May 19, 2026 |
| Copia Wealth Management | History | Reduced | 44,869 | 2,807 | 1.93% | 2.9% | 287 | -22,626 | -33.52% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | Added to | 44,609 | 2,782 | 0.06% | 0.03% | 288 | +20,000 | 81.27% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Reduced | 44,220 | 2,766 | 0.15% | 0.35% | 289 | -87,022 | -66.31% | Q1 2026 | May 14, 2026 |
| Vavra Capital Management, LLC | History | Added to | 44,126 | 2,760 | 2.68% | 2.45% | 290 | +2,589 | 6.23% | Q1 2026 | Apr 27, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 44,053 | 2,755 | 1.94% | 1.81% | 291 | +892 | 2.07% | Q1 2026 | May 05, 2026 |
| Waycross Investment Management Co | History | New | 43,573 | 2,725 | 2.6% | — | 292 | +43,573 | New | Q1 2026 | Apr 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 43,053 | 2,693 | 1.51% | 1.49% | 293 | -528 | -1.21% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 42,681 | 2,670 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 42,442 | 2,655 | 1.9% | 1.79% | 295 | +954 | 2.3% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 42,339 | 2,648 | 0.03% | 0.03% | 296 | +6,065 | 16.72% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 42,723 | 2,644 | 0.17% | 0.08% | 297 | +12,632 | 41.98% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 41,422 | 2,591 | 0.11% | 0.11% | 298 | +3,714 | 9.85% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 41,370 | 2,588 | 0.09% | 0.14% | 299 | -7,677 | -15.65% | Q1 2026 | May 19, 2026 |
| Apollon Financial, LLC | History | Reduced | 41,378 | 2,588 | 0.36% | 0.36% | 300 | -197 | -0.47% | Q1 2026 | Apr 22, 2026 |