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 | No change | 34,921,249 | 2,172,101 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 17,650,702 | 1,097,873 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 14,293,930 | 889,082 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,283,369 | 515,225 | 0.14% | 0.14% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,353,591 | 457,393 | 0.24% | 0.24% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,248,671 | 388,667 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 5,403,084 | 336,071 | 0.31% | 0.31% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 4,181,948 | 260,117 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,018,479 | 250,042 | 0.29% | 0.29% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,132,860 | 194,864 | 0.45% | 0.45% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,954,105 | 183,745 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,866,315 | 178,284 | 0.22% | 0.22% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,713,530 | 168,781 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,288,164 | 142,324 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,102,044 | 132,470 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,798,669 | 111,877 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,781,365 | 110,800 | 0.55% | 0.55% | 17 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,681,955 | 104,617 | 0.34% | 0.34% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,507,446 | 93,763 | 0.19% | 0.19% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,432,682 | 89,114 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 991,806 | 61,690 | 2.23% | 2.23% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 961,433 | 59,801 | 0.95% | 0.95% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 958,083 | 59,592 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 826,966 | 52,983 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Evensky & Katz LLC | History | No change | 850,580 | 52,906 | 2.73% | 2.73% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Provident Wealth Management, LLC | History | No change | 831,000 | 51,688 | 13.31% | 13.31% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 826,547 | 51,411 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 794,444 | 49,414 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 687,662 | 42,772 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 675,135 | 41,993 | 0.23% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aprio Wealth Management, LLC | History | No change | 670,801 | 41,723 | 2.06% | 2.06% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 660,217 | 41,065 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 654,555 | 40,713 | 0.75% | 0.75% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 615,418 | 38,279 | 0.2% | 0.2% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 601,502 | 37,413 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 597,826 | 37,184 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 595,665 | 37,050 | 0.7% | 0.7% | 37 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 565,627 | 35,184 | 0.19% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFMG, LLC | History | No change | 563,677 | 35,060 | 2.11% | 2.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 547,789 | 34,072 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 526,142 | 32,726 | 0.52% | 0.52% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 524,646 | 32,632 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 517,295 | 32,175 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 510,235 | 31,736 | 1.07% | 1.07% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | No change | 502,997 | 31,286 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 490,316 | 30,498 | 0.41% | 0.41% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 482,832 | 30,032 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 467,498 | 29,078 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | No change | 447,890 | 27,858 | 2.25% | 2.25% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 440,862 | 27,421 | 0.19% | 0.19% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATAURO, LLC | History | No change | 433,819 | 26,983 | 3.57% | 3.57% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Presidio Capital Management, LLC | History | No change | 428,706 | 26,665 | 6.67% | 6.67% | 52 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Paragon Capital Management Ltd | History | No change | 410,235 | 25,516 | 4.83% | 4.83% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 409,956 | 25,499 | 0.28% | 0.28% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 401,918 | 24,999 | 0.98% | 0.98% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wiser Wealth Management, Inc | History | No change | 400,271 | 24,896 | 4.76% | 4.76% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 378,213 | 23,524 | 3.72% | 3.72% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 374,188 | 23,274 | 0.28% | 0.28% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 365,032 | 22,704 | 0.51% | 0.51% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Decker Wealth Management LLC | History | No change | 360,738 | 22,437 | 4.76% | 4.76% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 355,947 | 22,139 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 353,570 | 21,992 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 332,126 | 20,658 | 0.44% | 0.44% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 325,573 | 20,250 | 0.38% | 0.38% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Security Advisor, Inc. | History | No change | 323,644 | 20,130 | 3.27% | 3.27% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 315,772 | 19,641 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 312,168 | 19,416 | 0.33% | 0.33% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 310,038 | 19,284 | 0.93% | 0.93% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Group Ltd | History | No change | 308,884 | 19,212 | 3.68% | 3.68% | 69 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 307,692 | 19,138 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 303,930 | 18,904 | 0.9% | 0.9% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Inlight Wealth Management, LLC | History | No change | 302,004 | 18,784 | 5.97% | 5.97% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 296,379 | 18,434 | 0.2% | 0.2% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GLR Partners, LLC | History | No change | 285,169 | 17,737 | 8.26% | 8.26% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 279,729 | 17,399 | 0.45% | 0.45% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 278,438 | 17,318 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 276,239 | 17,182 | 8.45% | 8.45% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cyr Financial Inc. | History | No change | 272,864 | 16,972 | 8.84% | 8.84% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 272,584 | 16,954 | 1.53% | 1.53% | 79 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Madrona Financial Services, LLC | History | No change | 271,854 | 16,909 | 3.12% | 3.12% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 271,027 | 16,798 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 258,601 | 16,506 | 0.87% | 0.87% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PSI Advisors, LLC | History | No change | 261,752 | 16,280 | 3.78% | 3.78% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 257,792 | 16,034 | 2.6% | 2.6% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plan Group Financial, LLC | History | No change | 249,803 | 15,537 | 3.2% | 3.2% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Alpha, LLC | History | No change | 249,443 | 15,515 | 0.38% | 0.38% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 249,075 | 15,492 | 0.32% | 0.32% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 248,255 | 15,441 | 0.25% | 0.25% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 239,173 | 15,022 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 240,738 | 14,974 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 232,491 | 14,461 | 8.46% | 8.46% | 91 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sigma Planning Corp | History | No change | 229,879 | 14,298 | 0.36% | 0.36% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 226,228 | 14,071 | 0.4% | 0.4% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 225,883 | 14,049 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 225,819 | 14,045 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copley Financial Group, Inc. | History | No change | 220,773 | 13,732 | 8.3% | 8.3% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sylvest Advisors, LLC | History | No change | 218,057 | 13,563 | 6.11% | 6.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 215,409 | 13,398 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 209,559 | 13,034 | 0.71% | 0.71% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanchez Wealth Management Group | History | No change | 208,666 | 12,978 | 2.27% | 2.27% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XML Financial, LLC | History | No change | 208,239 | 12,952 | 0.94% | 0.94% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 206,336 | 12,834 | 0.7% | 0.7% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marble Wealth, LLC | History | No change | 204,699 | 12,732 | 1.95% | 1.95% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 203,425 | 12,653 | 0.82% | 0.82% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 202,522 | 12,596 | 0.19% | 0.19% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEN Financial Management, INC. | History | No change | 200,543 | 12,473 | 7.46% | 7.46% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Partners Group, Inc | History | No change | 200,033 | 12,442 | 1.26% | 1.26% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ballast, Inc. | History | No change | 195,254 | 12,144 | 2.29% | 2.29% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 193,534 | 12,037 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 191,489 | 11,910 | 6.57% | 6.57% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Navigation Group, LLC | History | No change | 188,936 | 11,751 | 2.29% | 2.29% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fermata Advisors, LLC | History | No change | 183,265 | 11,399 | 2.31% | 2.31% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Csenge Advisory Group | History | No change | 181,944 | 11,316 | 0.46% | 0.46% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 181,726 | 11,310 | 0.16% | 0.16% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mainsail Financial Group, LLC | History | No change | 181,672 | 11,299 | 3.84% | 3.84% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 181,404 | 11,283 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 181,310 | 11,277 | 0.75% | 0.75% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 181,078 | 11,263 | 2.78% | 2.78% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 179,806 | 11,183 | 3.22% | 3.22% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 172,171 | 11,172 | 5.03% | 5.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owen LaRue, LLC | History | No change | 178,900 | 11,127 | 3.87% | 3.87% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 178,046 | 11,074 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 173,151 | 10,769 | 3.37% | 3.37% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Accordant Advisory Group Inc | History | No change | 170,545 | 10,607 | 7.15% | 7.15% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 170,477 | 10,603 | 2.5% | 2.5% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 169,603 | 10,549 | 0.46% | 0.46% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 169,212 | 10,524 | 0.19% | 0.19% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 168,212 | 10,462 | 6.5% | 6.5% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 163,990 | 10,200 | 0.38% | 0.38% | 129 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 163,213 | 10,151 | 2.85% | 2.85% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Altus Wealth Group LLC | History | No change | 156,643 | 9,743 | 3.52% | 3.52% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 155,966 | 9,702 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiduciary Alliance LLC | History | No change | 154,333 | 9,599 | 0.65% | 0.65% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 154,238 | 9,593 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Parcion Private Wealth LLC | History | No change | 153,570 | 9,552 | 0.53% | 0.53% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tamar Securities, LLC | History | No change | 153,384 | 9,540 | 0.89% | 0.89% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 148,277 | 9,274 | 0.15% | 0.15% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Markowski Investments | History | No change | 148,707 | 9,249 | 2.04% | 2.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 147,846 | 9,195 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 147,093 | 9,149 | 0.2% | 0.2% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 147,101 | 9,149 | 1.12% | 1.12% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ted Buchan & Co | History | No change | 146,564 | 9,116 | 2.98% | 2.98% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 146,141 | 9,089 | 3.51% | 3.51% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 143,210 | 8,908 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | No change | 140,952 | 8,767 | 0.26% | 0.26% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 137,765 | 8,568 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 137,576 | 8,557 | 0.77% | 0.77% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Guilbault Capital LLC | History | No change | 137,557 | 8,556 | 8.59% | 8.59% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 135,710 | 8,441 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 134,888 | 8,390 | 0.17% | 0.17% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 134,017 | 8,336 | 0.32% | 0.32% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Blueprint, LLC | History | No change | 131,945 | 8,206 | 0.41% | 0.41% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winter & Associates, Inc. | History | No change | 130,809 | 8,136 | 6.11% | 6.11% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 123,795 | 7,700 | 0.5% | 0.5% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 123,744 | 7,696 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 121,969 | 7,586 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Procyon Advisors, LLC | History | No change | 120,910 | 7,520 | 0.32% | 0.32% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 118,523 | 7,372 | 1.08% | 1.08% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONECO ADVISORS, LLC | History | No change | 117,450 | 7,305 | 0.45% | 0.45% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlas Wealth LLC | History | No change | 116,406 | 7,240 | 1.03% | 1.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 116,390 | 7,239 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Modus Advisors, LLC | History | No change | 115,515 | 7,185 | 1.77% | 1.77% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | No change | 115,232 | 7,167 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 113,571 | 7,064 | 3.73% | 3.73% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Heartland Consultants, Inc. | History | No change | 113,021 | 7,029 | 0.45% | 0.45% | 165 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 112,038 | 6,968 | 1.33% | 1.33% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RVW Wealth, LLC | History | No change | 111,783 | 6,952 | 0.46% | 0.46% | 167 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 110,207 | 6,854 | 3.1% | 3.1% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TABLEAUX LLC | History | No change | 110,026 | 6,843 | 2.88% | 2.88% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clarus Wealth Advisors | History | No change | 107,133 | 6,815 | 2.63% | 2.63% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Anson Capital, Inc. | History | No change | 103,535 | 6,439 | 4.19% | 4.19% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oxford Wealth Group, LLC | History | No change | 103,298 | 6,425 | 2.87% | 2.87% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 103,209 | 6,419 | 0.25% | 0.25% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tempo Wealth, LLC | History | No change | 102,919 | 6,401 | 0.95% | 0.95% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intrua Financial, LLC | History | No change | 102,582 | 6,380 | 0.58% | 0.58% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 102,232 | 6,358 | 0.24% | 0.24% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 101,524 | 6,314 | 0.32% | 0.32% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Granby Capital Management, LLC | History | No change | 100,000 | 6,220 | 3.24% | 3.24% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tandem Investment Partners LLC | History | No change | 98,477 | 6,125 | 4.72% | 4.72% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 97,345 | 6,054 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Retirement Planning Group, LLC | History | No change | 97,302 | 6,052 | 0.15% | 0.15% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 96,968 | 6,031 | 2.31% | 2.31% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 94,936 | 5,905 | 0.28% | 0.28% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 94,612 | 5,884 | 1.33% | 1.33% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortune Financial Group, Inc. | History | No change | 93,919 | 5,841 | 4.57% | 4.57% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 91,695 | 5,838 | 0.12% | 0.12% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 93,021 | 5,785 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 92,925 | 5,779 | 0.29% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 92,581 | 5,758 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 92,053 | 5,726 | 3.36% | 3.36% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | No change | 90,239 | 5,617 | 0.27% | 0.27% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EPG Wealth Management LLC | History | No change | 90,177 | 5,609 | 1.34% | 1.34% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 90,031 | 5,599 | 0.33% | 0.33% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prota Financial, LLC | History | No change | 88,973 | 5,584 | 3.68% | 3.68% | 194 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aspire Capital Advisors LLC | History | No change | 89,043 | 5,538 | 1.08% | 1.08% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Team Financial Group, LLC | History | No change | 88,574 | 5,509 | 2.34% | 2.34% | 196 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LifeWealth Investments, LLC | History | No change | 86,052 | 5,352 | 1.43% | 1.43% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 84,037 | 5,227 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Alpha Advisors, LLC | History | No change | 83,311 | 5,181 | 2.8% | 2.8% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 83,201 | 5,175 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCS Wealth Management | History | No change | 83,108 | 5,169 | 0.93% | 0.93% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Advisors | History | No change | 82,099 | 5,106 | 0.26% | 0.26% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighPoint Advisor Group LLC | History | No change | 81,995 | 5,100 | 0.18% | 0.18% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 81,498 | 5,069 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CMC Financial Group | History | No change | 80,585 | 5,012 | 9.71% | 9.71% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lunt Capital Management, Inc. | History | No change | 79,756 | 4,960 | 1.82% | 1.82% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN ADVISORY INC | History | No change | 79,685 | 4,956 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 78,983 | 4,913 | 0.13% | 0.13% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 78,004 | 4,851 | 1.13% | 1.13% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 77,445 | 4,817 | 0.45% | 0.45% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 75,732 | 4,710 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 75,439 | 4,692 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 75,435 | 4,692 | 0.22% | 0.22% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 73,863 | 4,594 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 73,606 | 4,578 | 0.53% | 0.53% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortis Capital Management LLC | History | No change | 73,175 | 4,551 | 0.51% | 0.51% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 72,917 | 4,535 | 0.6% | 0.6% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 72,833 | 4,530 | 0.56% | 0.56% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 72,736 | 4,524 | 1.6% | 1.6% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ODonnell Financial Services, LLC | History | No change | 71,550 | 4,450 | 1.31% | 1.31% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 70,874 | 4,408 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RiverTree Advisors, LLC | History | No change | 70,735 | 4,399 | 2.6% | 2.6% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 70,208 | 4,366 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 69,225 | 4,305 | 3.71% | 3.71% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 68,956 | 4,289 | 0.41% | 0.41% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commerce Advisors, LLC | History | No change | 68,685 | 4,272 | 2.32% | 2.32% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 68,175 | 4,240 | 3.4% | 3.4% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPLAN Partners, LLC | History | No change | 67,733 | 4,212 | 0.81% | 0.81% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Guidance Group, Inc. | History | No change | 67,598 | 4,204 | 1.57% | 1.57% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Planning Strategies Inc. | History | Reduced | 62,743 | 4,188 | 2.48% | 2.45% | 230 | -493 | -0.78% | Q3 2026 | Oct 02, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 64,379 | 4,144 | 0.51% | 0.51% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bullock Wealth Management Group | History | No change | 65,962 | 4,140 | 1.8% | 1.8% | 232 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Symphony Financial Services, Inc. | History | No change | 65,722 | 4,087 | 1.84% | 1.84% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SMITH, MOORE & CO. | History | No change | 64,281 | 3,998 | 0.26% | 0.26% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 63,969 | 3,978 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 63,735 | 3,964 | 2.74% | 2.74% | 236 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Analysts, LLC | History | No change | 63,261 | 3,935 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 62,299 | 3,877 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | No change | 60,060 | 3,735 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | No change | 59,791 | 3,719 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Investment Partners, LLC | History | No change | 59,254 | 3,685 | 1.12% | 1.12% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 4,985 | 3,671 | 2.62% | 2.62% | 242 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 58,836 | 3,659 | 0.33% | 0.33% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | No change | 58,550 | 3,641 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 58,132 | 3,615 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 57,972 | 3,608 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairscale Capital, LLC | History | No change | 57,316 | 3,565 | 2.13% | 2.13% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 56,952 | 3,542 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONEYWISE, INC. | History | No change | 56,813 | 3,533 | 1.32% | 1.32% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 56,373 | 3,506 | 0.16% | 0.16% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First PREMIER Bank | History | No change | 56,263 | 3,499 | 0.57% | 0.57% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Z3 Capital Partners, LLC | History | No change | 55,009 | 3,421 | 0.72% | 0.72% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 54,833 | 3,411 | 0.31% | 0.31% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Broadleaf Partners, LLC | History | No change | 54,491 | 3,389 | 0.66% | 0.66% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petros Family Wealth, LLC | History | No change | 54,403 | 3,383 | 2.07% | 2.07% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TrueWealth Advisors, LLC | History | No change | 54,242 | 3,373 | 0.76% | 0.76% | 256 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 53,925 | 3,354 | 1.45% | 1.45% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 53,399 | 3,321 | 0.83% | 0.83% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WNY Asset Management, LLC | History | No change | 53,268 | 3,313 | 0.3% | 0.3% | 259 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 52,951 | 3,293 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 52,647 | 3,274 | 1.52% | 1.52% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GTS SECURITIES LLC | History | No change | 52,509 | 3,266 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Advisors, LLC | History | No change | 52,473 | 3,263 | 1.53% | 1.53% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 52,403 | 3,259 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 51,935 | 3,231 | 1.02% | 1.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 51,437 | 3,199 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Smith Thornton Advisors LLC | History | No change | 48,616 | 3,137 | 1.38% | 1.38% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BlackRock, Inc. | History | No change | 50,098 | 3,116 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 49,534 | 3,081 | 2.58% | 2.58% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 48,240 | 3,000 | 0.11% | 0.11% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 47,723 | 2,968 | 2.13% | 2.13% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 47,369 | 2,946 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 46,948 | 2,920 | 0.76% | 0.76% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Firestone Capital Management | History | No change | 46,798 | 2,910 | 0.54% | 0.54% | 274 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 46,653 | 2,901 | 0.37% | 0.37% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 46,564 | 2,896 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 46,547 | 2,895 | 0.12% | 0.12% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waycross Investment Management Co | History | No change | 46,440 | 2,888 | 2.2% | 2.2% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vavra Capital Management, LLC | History | No change | 45,978 | 2,859 | 2.5% | 2.5% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 43,208 | 2,835 | 0.34% | 0.34% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 45,474 | 2,828 | 0.2% | 0.2% | 281 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 45,329 | 2,819 | 0.45% | 0.45% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlTi Global, Inc. | History | No change | 44,609 | 2,786 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belpointe Asset Management LLC | History | No change | 44,773 | 2,784 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Group Advisors, LLC | History | No change | 44,260 | 2,752 | 0.44% | 0.44% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthTrak Capital Management LLC | History | No change | 43,553 | 2,708 | 1.78% | 1.78% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 43,402 | 2,699 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Copia Wealth Management | History | No change | 43,112 | 2,681 | 1.61% | 1.61% | 288 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 42,961 | 2,672 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 42,681 | 2,654 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 42,381 | 2,636 | 1.69% | 1.69% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Financial, LLC | History | No change | 42,089 | 2,617 | 0.31% | 0.31% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | No change | 41,468 | 2,579 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 41,416 | 2,576 | 0.24% | 0.24% | 294 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ellis Investment Partners, LLC | History | No change | 40,644 | 2,528 | 0.38% | 0.38% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JBR Co Financial Management Inc | History | No change | 40,454 | 2,516 | 0.92% | 0.92% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 39,952 | 2,493 | 1.07% | 1.07% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | No change | 39,732 | 2,471 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 38,804 | 2,413 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 38,431 | 2,390 | 0.12% | 0.12% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |