Pacer Funds Trust - GCOW
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 | Added to | 7,926,955 | 326,749 | 0.02% | 0.02% | 1 | +325,133 | 4.28% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 5,403,735 | 222,741 | 0.01% | 0.01% | 2 | +79,657 | 1.5% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 3,301,076 | 136,070 | 0.04% | 0.04% | 3 | +203,855 | 6.58% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,473,907 | 101,974 | 0.06% | 0.08% | 4 | -644,344 | -20.66% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,051,531 | 84,564 | 0.03% | 0.03% | 5 | +78,873 | 4.0% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,395,392 | 57,518 | 0.01% | 0.01% | 6 | -71,971 | -4.9% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,286,963 | 53,048 | 0.06% | 0.05% | 7 | +245,444 | 23.57% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,161,497 | 47,876 | 0.01% | — | 8 | +1,161,497 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 969,443 | 39,960 | 0.02% | 0.02% | 9 | +191,772 | 24.66% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 831,634 | 34,280 | 0.09% | 0.09% | 10 | +49,932 | 6.39% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 820,180 | 33,807 | 0.01% | 0.01% | 11 | -104,519 | -11.3% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 760,178 | 31,334 | 0.03% | 0.03% | 12 | +33,787 | 4.65% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 722,894 | 29,797 | 0.22% | 0.2% | 13 | +84,217 | 13.19% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 667,523 | 27,518 | 0.04% | 0.04% | 14 | -58,205 | -8.02% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 420,031 | 17,313 | 0.04% | 0.04% | 15 | -9,440 | -2.2% | Q4 2025 | Feb 24, 2026 |
| Hamilton Wealth, LLC | History | Added to | 383,077 | 15,790 | 3.0% | 0.94% | 16 | +269,392 | 236.96% | Q4 2025 | Feb 19, 2026 |
| Karpus Management, Inc. | History | Added to | 353,352 | 14,565 | 0.45% | 0.42% | 17 | +16,905 | 5.02% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 306,332 | 12,627 | 0.02% | 0.02% | 18 | -11,375 | -3.58% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 292,781 | 12,068 | 0.14% | 0.01% | 19 | +265,273 | 964.35% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 282,208 | 11,633 | 0.03% | 0.03% | 20 | -17,798 | -5.93% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 267,783 | 11,038 | 0.0% | 0.0% | 21 | +17,694 | 7.08% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 263,881 | 10,877 | 0.04% | 0.05% | 22 | -703 | -0.27% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 256,759 | 10,583 | 0.02% | 0.02% | 23 | -9,129 | -3.43% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 253,851 | 10,463 | 0.06% | 0.06% | 24 | -7,294 | -2.79% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 243,531 | 10,152 | 1.61% | 1.73% | 25 | -18,302 | -6.99% | Q4 2025 | Jan 08, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 228,226 | 9,407 | 3.31% | 3.62% | 26 | +4,976 | 2.23% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 162,543 | 6,681 | 0.16% | 0.12% | 27 | +136 | 0.08% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 150,424 | 6,330 | 0.14% | 0.23% | 28 | -21,750 | -12.63% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 149,305 | 6,154 | 0.03% | 0.02% | 29 | +34,010 | 29.5% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 144,415 | 5,952 | 0.01% | 0.01% | 30 | +78,403 | 118.77% | Q4 2025 | Mar 16, 2026 |
| CITIGROUP INC | History | Added to | 142,715 | 5,882 | 0.0% | 0.0% | 31 | +7,506 | 5.55% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 137,143 | 5,653 | 0.61% | 0.5% | 32 | +24,376 | 21.62% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 131,174 | 5,459 | 0.01% | 0.01% | 33 | +6,350 | 5.09% | Q4 2025 | Jan 08, 2026 |
| MY Wealth Management Inc. | History | Reduced | 128,212 | 5,284 | 4.6% | 4.7% | 34 | -7,053 | -5.21% | Q4 2025 | Feb 10, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 126,201 | 5,202 | 3.55% | 3.89% | 35 | +5,227 | 4.32% | Q4 2025 | Jan 15, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 105,640 | 4,354 | 0.95% | 1.23% | 36 | -30,475 | -22.39% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 105,336 | 4,341 | 0.18% | 0.13% | 37 | +3,070 | 3.0% | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | New | 95,127 | 4,196 | 0.52% | — | 38 | +95,127 | New | Q4 2025 | Feb 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 94,486 | 3,894 | 0.01% | 0.01% | 39 | +367 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 94,408 | 3,891 | 0.02% | 0.02% | 40 | -5,425 | -5.43% | Q4 2025 | Feb 17, 2026 |
| Prostatis Group LLC | History | Reduced | 92,858 | 3,827 | 0.91% | 0.99% | 41 | -6,875 | -6.89% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 88,588 | 3,651 | 0.88% | 0.95% | 42 | -6,286 | -6.63% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 87,423 | 3,603 | 0.02% | 0.02% | 43 | +3,620 | 4.32% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 82,970 | 3,420 | 0.0% | 0.0% | 44 | +4,459 | 5.68% | Q4 2025 | Feb 17, 2026 |
| BNB Wealth Management, LLC | History | New | 79,706 | 3,285 | 2.12% | — | 45 | +79,706 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 79,112 | 3,260 | 0.22% | 0.24% | 46 | +648 | 0.83% | Q4 2025 | Feb 03, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 76,599 | 3,157 | 0.42% | 0.42% | 47 | +855 | 1.13% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 76,023 | 3,133 | 0.08% | 0.06% | 48 | +17,403 | 29.69% | Q4 2025 | Jan 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 75,941 | 3,130 | 0.46% | 0.43% | 49 | +3,691 | 5.11% | Q4 2025 | Feb 10, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 74,732 | 3,080 | 0.47% | 0.43% | 50 | +2,953 | 4.11% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 69,721 | 2,873 | 0.03% | 0.01% | 51 | +61,224 | 720.54% | Q4 2025 | Jan 29, 2026 |
| Intrua Financial, LLC | History | Reduced | 69,437 | 2,862 | 0.3% | 0.31% | 52 | -1,470 | -2.07% | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | Added to | 66,774 | 2,752 | 0.28% | 0.3% | 53 | +33,023 | 97.84% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 66,433 | 2,738 | 0.03% | 0.03% | 54 | +2,021 | 3.14% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 65,571 | 2,702 | 0.02% | 0.03% | 55 | -1,115 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 64,641 | 2,664 | 0.08% | 0.06% | 56 | +12,027 | 22.86% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 62,894 | 2,592 | 0.04% | 0.06% | 57 | +1,808 | 2.96% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 60,506 | 2,494 | 0.04% | 0.03% | 58 | +1,382 | 2.34% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Added to | 58,177 | 2,398 | 0.04% | 0.05% | 59 | +755 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 55,600 | 2,291 | 0.08% | 0.02% | 60 | +44,521 | 401.85% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 50,852 | 2,096 | 0.02% | 0.02% | 61 | +1,137 | 2.29% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 49,249 | 2,030 | 0.0% | 0.0% | 62 | -3,239 | -6.17% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 47,554 | 1,960 | 0.01% | 0.01% | 63 | +3,754 | 8.57% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 46,677 | 1,924 | 0.01% | 0.0% | 64 | +29,999 | 179.87% | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 44,924 | 1,851 | 1.15% | 1.08% | 65 | +3,403 | 8.2% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 44,390 | 1,829 | 0.01% | 0.01% | 66 | +5,185 | 13.23% | Q4 2025 | Feb 18, 2026 |
| LRI Investments, LLC | History | No change | 44,082 | 1,817 | 0.15% | 0.14% | 67 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 43,587 | 1,796 | 0.54% | 0.52% | 68 | +1,077 | 2.53% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 41,687 | 1,718 | 0.0% | 0.0% | 69 | +664 | 1.62% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 41,101 | 1,694 | 0.04% | 0.04% | 70 | -486 | -1.17% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 41,076 | 1,693 | 0.06% | 0.06% | 71 | +336 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 39,709 | 1,636 | 0.99% | 1.01% | 72 | -104 | -0.26% | Q4 2025 | Jan 20, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 39,638 | 1,633 | 0.14% | 0.15% | 73 | -5,155 | -11.51% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 38,473 | 1,585 | 0.06% | 0.03% | 74 | +17,122 | 80.19% | Q4 2025 | Feb 06, 2026 |
| TRUE Private Wealth Advisors | History | No change | 37,284 | 1,536 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | New | 36,701 | 1,512 | 0.06% | — | 76 | +36,701 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 36,575 | 1,507 | 0.28% | 0.29% | 77 | -2,665 | -6.79% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 36,559 | 1,506 | 0.12% | 0.06% | 78 | +18,300 | 100.22% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,288 | 1,495 | 0.03% | 0.03% | 79 | +2,015 | 5.88% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | New | 35,418 | 1,459 | 0.0% | — | 80 | +35,418 | New | Q4 2025 | Feb 17, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 35,020 | 1,443 | 1.25% | 1.16% | 82 | -5,190 | -12.91% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 35,024 | 1,443 | 0.04% | 0.04% | 81 | -662 | -1.86% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 34,228 | 1,410 | 0.01% | 0.01% | 83 | -161 | -0.47% | Q4 2025 | Jan 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 33,170 | 1,367 | 0.08% | 0.08% | 84 | -309 | -0.92% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 31,990 | 1,318 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NOVEM GROUP | History | Reduced | 30,833 | 1,270 | 0.15% | 0.15% | 86 | -696 | -2.21% | Q4 2025 | Jan 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 30,639 | 1,262 | 0.14% | 0.1% | 87 | +10,229 | 50.12% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 30,213 | 1,245 | 0.14% | 0.14% | 88 | +1,117 | 3.84% | Q4 2025 | Feb 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 30,056 | 1,238 | 0.44% | 0.72% | 89 | -24,415 | -44.82% | Q4 2025 | Feb 03, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 27,939 | 1,151 | 0.48% | 0.57% | 90 | -5,844 | -17.3% | Q4 2025 | Jan 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 27,746 | 1,143 | 0.03% | 0.03% | 91 | -100 | -0.36% | Q4 2025 | Jan 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 26,585 | 1,095 | 0.08% | 0.07% | 92 | +379 | 1.45% | Q4 2025 | Jan 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 26,308 | 1,084 | 0.08% | 0.08% | 93 | +1,310 | 5.24% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,728 | 1,060 | 0.01% | 0.0% | 94 | +14,518 | 129.51% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 25,167 | 1,037 | 0.02% | 0.02% | 95 | +2,400 | 10.54% | Q4 2025 | Mar 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 25,123 | 1,035 | 0.01% | 0.01% | 96 | +14,316 | 132.47% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 24,500 | 1,034 | 0.03% | 0.03% | 97 | -625 | -2.49% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,743 | 1,019 | 0.0% | 0.0% | 98 | -133,151 | -84.33% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,104 | 993 | 0.01% | 0.01% | 99 | +2,109 | 9.59% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,989 | 988 | 0.0% | 0.0% | 100 | -9,499 | -28.37% | Q4 2025 | Mar 25, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,263 | 958 | 0.02% | 0.02% | 101 | +2,776 | 13.55% | Q4 2025 | Feb 13, 2026 |
| Cosner Financial Group, LLC | History | Added to | 21,916 | 903 | 0.46% | 0.47% | 102 | +8 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 21,477 | 885 | 0.01% | — | 103 | +21,477 | New | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 21,176 | 872 | 0.02% | 0.02% | 104 | -10 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 20,974 | 864 | 0.26% | 0.29% | 105 | -1,949 | -8.5% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | New | 20,539 | 846 | 0.0% | — | 106 | +20,539 | New | Q4 2025 | Feb 13, 2026 |
| BXM Wealth LLC | History | Added to | 20,215 | 833 | 0.64% | 0.3% | 107 | +12,140 | 150.34% | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 19,311 | 796 | 0.0% | 0.0% | 108 | +3,438 | 21.66% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 19,020 | 784 | 0.03% | 0.08% | 109 | -33,024 | -63.45% | Q4 2025 | Jan 21, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 18,961 | 781 | 0.71% | 0.1% | 110 | +1,584 | 9.12% | Q4 2025 | Feb 09, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 18,883 | 778 | 0.62% | 0.66% | 111 | -500 | -2.58% | Q4 2025 | Jan 21, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 18,604 | 766 | 0.1% | 0.1% | 112 | -648 | -3.37% | Q4 2025 | Jan 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 17,940 | 759 | 0.02% | 0.02% | 113 | +530 | 3.04% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 18,198 | 750 | 0.02% | 0.02% | 114 | +9,906 | 119.46% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 18,012 | 742 | 0.17% | 0.17% | 115 | -87 | -0.48% | Q4 2025 | Jan 23, 2026 |
| Hilltop Holdings Inc. | History | Added to | 17,740 | 731 | 0.04% | 0.04% | 116 | +500 | 2.9% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 17,570 | 724 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 17,360 | 715 | 0.03% | 0.03% | 118 | -1,953 | -10.11% | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 16,961 | 699 | 0.11% | 0.06% | 119 | +8,133 | 92.13% | Q4 2025 | Jan 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16,740 | 690 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 16,633 | 685 | 0.17% | 0.18% | 121 | -550 | -3.2% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 16,496 | 679 | 0.0% | 0.0% | 122 | -147 | -0.88% | Q4 2025 | Jan 28, 2026 |
| Harvest Investment Services, LLC | History | Added to | 16,443 | 677 | 0.13% | 0.12% | 123 | +945 | 6.1% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 15,574 | 641 | 0.25% | 0.24% | 124 | -158 | -1.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 15,547 | 640 | 0.0% | 0.0% | 125 | -2,139 | -12.09% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | New | 14,957 | 631 | 0.01% | — | 126 | +14,957 | New | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,897 | 614 | 0.01% | 0.01% | 127 | +2,461 | 19.79% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 13,778 | 567 | 0.15% | 0.15% | 128 | -120 | -0.86% | Q4 2025 | Jan 26, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 13,138 | 541 | 0.04% | — | 129 | +13,138 | New | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Reduced | 12,937 | 533 | 0.03% | 0.02% | 130 | -300 | -2.27% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 12,464 | 513 | 0.02% | 0.02% | 131 | -542 | -4.17% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Added to | 12,015 | 495 | 0.01% | 0.01% | 132 | +1,550 | 14.81% | Q4 2025 | Jan 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,618 | 478 | 0.02% | 0.01% | 133 | +898 | 8.38% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,816 | 445 | 0.0% | 0.0% | 134 | +38 | 0.35% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,643 | 439 | 0.0% | 0.0% | 135 | -166 | -1.54% | Q4 2025 | Jan 05, 2026 |
| Brookstone Capital Management | History | No change | 10,369 | 427 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Independent Family Office, LLC | History | No change | 10,315 | 425 | 0.18% | 0.17% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 10,296 | 424 | 0.0% | 0.0% | 138 | +9,352 | 990.68% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,000 | 412 | 0.01% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | Reduced | 9,865 | 406 | 0.09% | 0.11% | 140 | -55 | -0.55% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,611 | 396 | 0.0% | 0.0% | 141 | +1,435 | 17.55% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | New | 9,576 | 394 | 0.01% | — | 142 | +9,576 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 9,534 | 392 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 8,920 | 376 | 0.23% | — | 144 | +8,920 | New | Q4 2025 | Feb 04, 2026 |
| HF Advisory Group, LLC | History | Added to | 8,906 | 367 | 0.13% | 0.13% | 145 | +210 | 2.41% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,293 | 341 | 0.01% | 0.0% | 146 | +1,695 | 25.69% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,050 | 331 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 7,852 | 323 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,582 | 312 | 0.01% | 0.01% | 149 | +50 | 0.66% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,444 | 306 | 0.01% | 0.01% | 150 | +1,721 | 30.07% | Q4 2025 | Feb 13, 2026 |
| Wealth Group Ltd | History | No change | 7,415 | 305 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sigma Planning Corp | History | Added to | 7,147 | 294 | 0.01% | 0.01% | 152 | +555 | 8.42% | Q4 2025 | Jan 30, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 7,024 | 289 | 0.25% | 0.22% | 153 | +480 | 7.33% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,991 | 288 | 0.0% | 0.0% | 154 | +1,537 | 28.18% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,638 | 275 | 0.02% | 0.02% | 155 | -125 | -1.85% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | No change | 6,549 | 269 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 6,359 | 266 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,429 | 264 | 0.04% | 0.04% | 158 | +503 | 8.49% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | New | 6,348 | 261 | 0.0% | — | 159 | +6,348 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Financial Group | History | Added to | 6,294 | 259 | 0.22% | 0.21% | 160 | +133 | 2.16% | Q4 2025 | Jan 26, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 6,212 | 256 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 6,173 | 254 | 0.07% | 0.06% | 162 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 6,160 | 253 | 0.0% | 0.0% | 163 | -1,123 | -15.42% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | New | 6,118 | 252 | 0.02% | — | 164 | +6,118 | New | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,070 | 250 | 0.0% | 0.0% | 165 | +5,498 | 961.19% | Q4 2025 | Feb 11, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 6,038 | 248 | 0.1% | 0.1% | 166 | +350 | 6.15% | Q4 2025 | Jan 28, 2026 |
| Hofer & Associates. Inc | History | Added to | 5,998 | 247 | 0.13% | 0.13% | 168 | +215 | 3.72% | Q4 2025 | Jan 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,997 | 247 | 0.01% | 0.01% | 167 | -58 | -0.96% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 5,924 | 244 | 0.0% | 0.0% | 169 | +730 | 14.05% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,834 | 240 | 0.0% | 0.0% | 170 | -277 | -4.53% | Q4 2025 | Feb 02, 2026 |
| XML Financial, LLC | History | New | 5,781 | 238 | 0.02% | — | 171 | +5,781 | New | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | New | 5,641 | 232 | 0.0% | — | 172 | +5,641 | New | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 5,179 | 213 | 0.01% | — | 173 | +5,179 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,135 | 211 | 0.0% | 0.0% | 174 | +1,100 | 27.26% | Q4 2025 | Feb 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 4,853 | 204 | 0.05% | — | 175 | +4,853 | New | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 4,869 | 200 | 0.01% | — | 176 | +4,869 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,434 | 182 | 0.0% | 0.0% | 177 | +23 | 0.52% | Q4 2025 | Feb 06, 2026 |
| YANKCOM Partnership | History | New | 4,389 | 180 | 0.08% | — | 178 | +4,389 | New | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 3,037 | 125 | 0.0% | — | 179 | +3,037 | New | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | No change | 2,875 | 118 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,424 | 99 | 0.0% | 0.0% | 181 | -68 | -2.73% | Q4 2025 | Jan 26, 2026 |
| Holos Integrated Wealth LLC | History | No change | 2,354 | 98 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,374 | 97 | 0.0% | 0.0% | 183 | -312 | -11.62% | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,102 | 86 | 0.05% | — | 185 | +2,102 | New | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,086 | 86 | 0.0% | 0.0% | 184 | +441 | 26.81% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,909 | 78 | 0.0% | 0.0% | 186 | +1 | 0.05% | Q4 2025 | Jan 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,872 | 77 | 0.03% | — | 187 | +1,872 | New | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,810 | 74 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,600 | 65 | 0.01% | 0.0% | 189 | +600 | 60.0% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,273 | 52 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 1,237 | 50 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Copia Wealth Management | History | Reduced | 1,149 | 47 | 0.03% | 0.04% | 192 | -315 | -21.52% | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,075 | 44 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | No change | 1,015 | 41 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 750 | 30 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 663 | 27 | 0.01% | 0.02% | 196 | -293 | -30.65% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Reduced | 577 | 23 | 0.0% | 0.0% | 197 | -53 | -8.41% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | New | 500 | 21 | 0.0% | — | 198 | +500 | New | Q4 2025 | Feb 05, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 480 | 19 | 0.01% | — | 199 | +480 | New | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | No change | 390 | 16 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | No change | 350 | 14 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 351 | 14 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | No change | 252 | 10 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilkerson Advisory Group LLC | History | New | 229 | 9 | 0.0% | — | 206 | +229 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 228 | 9 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Capital Management LLC | History | No change | 183 | 7 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 150 | 6 | 0.0% | 0.0% | 208 | -850 | -85.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 145 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 79 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 50 | 2 | 0.0% | — | 213 | +49 | 4900.0% | Q4 2025 | Jan 21, 2026 |
| Founders Capital Management | History | No change | 42 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179,428 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Palumbo Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,497 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,419 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,031 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,611 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,232 | -100.0% | Q3 2025 | Nov 06, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,188 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,828 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,555 | -100.0% | Q3 2025 | Nov 20, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Winch Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |