Pacer Funds Trust - GCOW

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 8,338,030 361,036 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 5,794,616 250,906 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,798,776 164,486 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,440,654 105,680 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,181,851 94,474 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History No change 2,059,834 89,190 4.41% 4.41% 6 0 0.0% Q2 2026 Jul 15, 2026
WELLS FARGO & COMPANY/MN History No change 1,897,579 82,165 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,708,592 73,982 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,508,189 65,304 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,371,404 59,875 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 1,146,295 49,634 0.38% 0.38% 11 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,031,575 44,667 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 916,962 39,704 0.09% 0.09% 13 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 868,110 37,592 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 737,415 31,930 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 12, 2026
Pacer Advisors, Inc. History No change 445,448 19,288 0.05% 0.05% 16 0 0.0% Q2 2026 Aug 13, 2026
Karpus Management, Inc. History No change 413,372 17,898 0.51% 0.51% 17 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Wealth, LLC History No change 403,695 17,480 3.2% 3.2% 18 0 0.0% Q2 2026 Aug 06, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 379,362 16,426 0.0% 0.0% 19 0 0.0% Q2 2026 Sep 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 374,953 16,235 0.02% 0.02% 20 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 362,363 15,690 0.16% 0.16% 21 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 303,501 13,142 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 297,982 12,902 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 12, 2026
Kera Capital Partners, Inc. History No change 282,440 12,229 1.17% 1.17% 24 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 266,466 11,537 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 12, 2026
1 NORTH WEALTH SERVICES LLC History No change 226,773 9,819 3.21% 3.21% 26 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 220,024 9,527 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 209,579 9,447 1.36% 1.36% 28 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 212,686 9,209 0.03% 0.03% 29 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 203,951 8,831 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 18, 2026
HBW ADVISORY SERVICES LLC History No change 196,919 8,526 0.77% 0.77% 31 0 0.0% Q2 2026 Jul 16, 2026
Lighthouse Wealth Management Inc. History No change 190,575 8,251 5.12% 5.12% 32 0 0.0% Q2 2026 Jul 22, 2026
J.W. COLE ADVISORS, INC. History No change 179,097 7,754 0.13% 0.13% 33 0 0.0% Q2 2026 Jul 21, 2026
AlphaCore Capital LLC History No change 165,860 7,181 0.13% 0.13% 34 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 158,325 6,855 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 135,875 5,883 0.03% 0.03% 36 0 0.0% Q2 2026 Jul 27, 2026
OPPENHEIMER & CO INC History No change 121,880 5,277 0.06% 0.06% 37 0 0.0% Q2 2026 Aug 03, 2026
Empire Financial Management Company, LLC History No change 112,506 4,871 1.93% 1.93% 38 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 109,198 4,728 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 07, 2026
VestGen Advisors, LLC History No change 107,742 4,665 0.14% 0.14% 40 0 0.0% Q2 2026 Aug 11, 2026
Colonial River Investments, LLC History No change 107,231 4,643 1.32% 1.32% 41 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 103,595 4,485 0.08% 0.08% 42 0 0.0% Q2 2026 Jul 15, 2026
Copper Harbor Investment Advisors, LLC History No change 101,416 4,391 0.93% 0.93% 43 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 92,570 3,982 0.24% 0.24% 44 0 0.0% Q2 2026 Jul 22, 2026
Concurrent Investment Advisors, LLC History No change 90,273 3,908 0.03% 0.03% 45 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 88,096 3,814 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 85,476 3,701 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 85,347 3,695 0.08% 0.08% 48 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 84,659 3,665 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
Prostatis Group LLC History No change 83,352 3,609 0.84% 0.84% 50 0 0.0% Q2 2026 Aug 14, 2026
Laurel Wealth Advisors LLC History No change 80,510 3,486 0.34% 0.34% 51 0 0.0% Q2 2026 Jul 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 77,506 3,417 0.01% 0.01% 52 0 0.0% Q2 2026 Jul 15, 2026
Equitable Holdings, Inc. History No change 76,497 3,312 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 17, 2026
MY Wealth Management Inc. History No change 76,174 3,298 2.32% 2.32% 54 0 0.0% Q2 2026 Aug 07, 2026
Intrua Financial, LLC History No change 76,130 3,296 0.3% 0.3% 55 0 0.0% Q2 2026 Jul 24, 2026
D.A. DAVIDSON & CO. History No change 76,021 3,291 0.02% 0.02% 56 0 0.0% Q2 2026 Jul 24, 2026
CALTON & ASSOCIATES, INC. History No change 74,063 3,206 0.47% 0.47% 57 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 73,233 3,170 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 12, 2026
Fermata Advisors, LLC History No change 72,631 3,144 0.64% 0.64% 59 0 0.0% Q2 2026 Jul 07, 2026
WNY Asset Management, LLC History No change 71,623 3,101 0.28% 0.28% 60 0 0.0% Q2 2026 Aug 17, 2026
Per Stirling Capital Management, LLC. History No change 67,191 2,909 0.28% 0.28% 61 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 65,351 2,829 0.04% 0.04% 62 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 64,660 2,799 0.09% 0.09% 63 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 59,912 2,594 0.06% 0.06% 64 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 57,331 2,482 0.02% 0.02% 65 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 57,008 2,468 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 50,967 2,206 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 50,785 2,198 0.05% 0.05% 68 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 50,121 2,170 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 49,038 2,123 0.07% 0.07% 70 0 0.0% Q2 2026 Jul 31, 2026
Investment Partners Asset Management, Inc. History No change 45,261 1,959 1.09% 1.09% 71 0 0.0% Q2 2026 Jul 24, 2026
Gladstone Institutional Advisory LLC History No change 45,089 1,952 0.06% 0.06% 72 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 44,032 1,906 0.5% 0.5% 73 0 0.0% Q2 2026 Jul 15, 2026
Clear Creek Financial Management, LLC History No change 43,360 1,877 0.12% 0.12% 74 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 42,718 1,849 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 42,663 1,847 0.02% 0.02% 76 0 0.0% Q2 2026 Jul 29, 2026
CIBC WORLD MARKET INC. History No change 41,475 1,795 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 41,224 1,784 0.15% 0.15% 78 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 40,944 1,772 0.03% 0.03% 79 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 40,268 1,743 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 05, 2026
LRI Investments, LLC History No change 40,082 1,735 0.14% 0.14% 81 0 0.0% Q2 2026 Jul 14, 2026
CreativeOne Wealth, LLC History No change 39,951 1,729 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 13, 2026
Fearless Solutions, LLC dba Best Invest History No change 39,117 1,693 0.89% 0.89% 83 0 0.0% Q2 2026 Jul 21, 2026
Amplius Wealth Advisors, LLC History No change 37,975 1,644 0.12% 0.12% 84 0 0.0% Q2 2026 Jul 17, 2026
Beacon Pointe Advisors, LLC History No change 37,498 1,623 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 18, 2026
Perissos Private Wealth Management, LLC History No change 37,426 1,620 1.09% 1.09% 86 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 36,672 1,587 0.21% 0.21% 87 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 34,641 1,499 0.02% 0.02% 88 0 0.0% Q2 2026 Jul 28, 2026
COZAD ASSET MANAGEMENT INC History No change 34,449 1,491 0.1% 0.1% 89 0 0.0% Q2 2026 Aug 14, 2026
BCS Wealth Management History No change 33,403 1,446 0.26% 0.26% 90 0 0.0% Q2 2026 Jul 16, 2026
Sanctuary Advisors, LLC History No change 33,173 1,436 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 32,970 1,427 0.07% 0.07% 92 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 32,043 1,387 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 31,019 1,343 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
Aviance Capital Partners, LLC History No change 30,810 1,334 0.14% 0.14% 95 0 0.0% Q2 2026 Jul 30, 2026
Wealthcare Advisory Partners LLC History No change 30,441 1,318 0.02% 0.02% 96 0 0.0% Q2 2026 Jul 09, 2026
HUB Investment Partners, LLC History No change 30,341 1,313 0.02% 0.02% 97 0 0.0% Q2 2026 Jul 31, 2026
JBR Co Financial Management Inc History No change 30,332 1,313 0.48% 0.48% 98 0 0.0% Q2 2026 Jul 09, 2026
MMA ASSET MANAGEMENT LLC History No change 29,981 1,298 0.41% 0.41% 99 0 0.0% Q2 2026 Aug 04, 2026
NOVEM GROUP History No change 29,729 1,287 0.13% 0.13% 100 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History No change 29,497 1,277 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 10, 2026
Commerce Advisors, LLC History No change 27,794 1,203 0.65% 0.65% 102 0 0.0% Q2 2026 Aug 04, 2026
Modern Wealth Management, LLC History No change 27,757 1,201 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 27,508 1,191 0.02% 0.02% 104 0 0.0% Q2 2026 Jul 15, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 26,793 1,160 0.11% 0.11% 105 0 0.0% Q2 2026 Jul 09, 2026
Independent Wealth Network Inc. History No change 26,675 1,155 0.29% 0.29% 106 0 0.0% Q2 2026 Jul 20, 2026
NATIXIS ADVISORS, LLC History No change 26,361 1,141 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 24,779 1,134 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 22,688 982 0.21% 0.21% 109 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 22,434 971 0.03% 0.03% 110 0 0.0% Q2 2026 Jul 17, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 21,947 950 0.15% 0.15% 111 0 0.0% Q2 2026 Jul 29, 2026
HighPoint Advisor Group LLC History No change 20,943 906 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 20,620 892 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 20,288 878 0.12% 0.12% 114 0 0.0% Q2 2026 Aug 13, 2026
Cosner Financial Group, LLC History No change 19,869 860 0.44% 0.44% 115 0 0.0% Q2 2026 Aug 10, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 19,835 858 0.64% 0.64% 116 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 19,252 833 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 18,211 828 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 18,211 828 0.01% 0.01% 119 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 18,688 809 0.03% 0.03% 120 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 18,118 784 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 17,862 773 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 17,801 770 0.09% 0.09% 123 0 0.0% Q2 2026 Jul 09, 2026
Russell Investments Group, Ltd. History No change 17,489 757 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 06, 2026
Snowden Capital Advisors LLC History No change 17,475 756 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 16,870 730 0.06% 0.06% 126 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 16,740 724 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
BXM Wealth LLC History No change 16,715 723 0.39% 0.39% 128 0 0.0% Q2 2026 Jul 24, 2026
TCFG Investment Advisors, LLC History No change 16,708 723 0.24% 0.24% 129 0 0.0% Q2 2026 Jul 17, 2026
Creative Planning History No change 16,420 710 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Harvest Investment Services, LLC History No change 16,144 699 0.11% 0.11% 131 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 15,512 671 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 03, 2026
Bank of New York Mellon Corp History No change 15,280 661 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 15,257 660 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 14,264 617 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 10, 2026
J. M. Brown & Associates Inc. History No change 14,184 614 0.35% 0.35% 136 0 0.0% Q2 2026 Jul 23, 2026
MATHER GROUP, LLC. History No change 14,095 610 0.01% 0.01% 137 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 14,000 606 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 05, 2026
Total Clarity Wealth Management, Inc. History No change 13,628 590 0.11% 0.11% 139 0 0.0% Q2 2026 Jul 23, 2026
Opal Wealth Advisors, LLC History No change 13,546 586 0.13% 0.13% 140 0 0.0% Q2 2026 Jul 20, 2026
Dakota Wealth Management History No change 13,293 575 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 07, 2026
Triumph Capital Management History No change 12,303 532 0.1% 0.1% 142 0 0.0% Q2 2026 Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 11,713 507 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 19, 2026
IHT Wealth Management, LLC History No change 11,528 499 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 11,426 494 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History No change 10,828 468 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
WEST MICHIGAN ADVISORS, LLC History No change 10,649 461 0.09% 0.09% 147 0 0.0% Q2 2026 Aug 21, 2026
Moors & Cabot, Inc. History No change 10,563 457 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 10, 2026
Independent Family Office, LLC History No change 10,315 446 0.18% 0.18% 149 0 0.0% Q2 2026 Aug 11, 2026
BNB Wealth Management, LLC History No change 10,223 442 0.24% 0.24% 150 0 0.0% Q2 2026 Aug 12, 2026
Rubicon Advisors, GP History No change 9,841 426 0.31% 0.31% 151 0 0.0% Q2 2026 Jul 29, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 9,687 419 0.06% 0.06% 152 0 0.0% Q2 2026 Jul 20, 2026
Anchor Investment Management, LLC History No change 9,605 415 0.03% 0.03% 153 0 0.0% Q2 2026 Sep 15, 2026
Farther Finance Advisors, LLC History No change 9,391 406 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 17, 2026
FMR LLC History No change 9,131 395 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 9,140 395 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 10, 2026
HF Advisory Group, LLC History No change 9,134 395 0.12% 0.12% 157 0 0.0% Q2 2026 Jul 08, 2026
Ballast Rock Private Wealth LLC History No change 8,920 386 0.18% 0.18% 158 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 8,857 383 0.01% 0.01% 159 0 0.0% Q2 2026 Jul 31, 2026
Inspire Advisors, LLC History No change 8,594 372 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 8,431 371 0.04% 0.04% 161 0 0.0% Q2 2026 Jul 14, 2026
First Heartland Consultants, Inc. History No change 8,444 365 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 08, 2026
PSI Advisors, LLC History No change 8,220 355 0.08% 0.08% 163 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Wealth, LLC History No change 8,050 348 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 8,010 346 0.02% 0.02% 165 0 0.0% Q2 2026 Jul 16, 2026
AMERIPRISE FINANCIAL INC History No change 7,892 341 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 7,852 339 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 7,764 336 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 20, 2026
Western Wealth Management, LLC History No change 7,584 328 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
Wealth Group Ltd History No change 7,446 322 0.06% 0.06% 170 0 0.0% Q2 2026 Jul 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 7,368 319 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 7,201 311 0.03% 0.03% 172 0 0.0% Q2 2026 Jul 29, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 7,194 311 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 7,149 309 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 7,144 309 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 28, 2026
Optivise Advisory Services LLC History No change 7,077 306 0.16% 0.16% 176 0 0.0% Q2 2026 Jul 13, 2026
BLVD Private Wealth, LLC History No change 7,048 305 0.23% 0.23% 177 0 0.0% Q2 2026 Jul 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6,930 300 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History No change 6,752 295 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
YANKCOM Partnership History No change 6,829 295 0.11% 0.11% 180 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Financial Group History No change 6,818 295 0.22% 0.22% 181 0 0.0% Q2 2026 Jul 27, 2026
CORA CAPITAL ADVISORS LLC History No change 6,495 281 0.08% 0.08% 182 0 0.0% Q2 2026 Jul 24, 2026
Brookstone Capital Management History No change 6,314 273 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 15, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 6,124 265 0.14% 0.14% 184 0 0.0% Q2 2026 Jul 20, 2026
Hofer & Associates. Inc History No change 6,064 262 0.13% 0.13% 185 0 0.0% Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History No change 6,042 261 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 6,036 261 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 23, 2026
XML Financial, LLC History No change 6,037 261 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,970 258 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 5,941 257 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 5,883 254 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 5,828 252 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 5,601 242 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 22, 2026
Vise Technologies, Inc. History No change 5,480 237 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 10, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 5,434 235 0.23% 0.23% 195 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,396 233 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 5,262 227 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 20, 2026
Acorn Wealth Advisors, LLC History No change 5,213 225 0.05% 0.05% 198 0 0.0% Q2 2026 Jul 30, 2026
AMG Asset Management Group, Inc. History No change 5,120 221 0.14% 0.14% 199 0 0.0% Q2 2026 Jul 29, 2026
DECISION INVESTMENTS, INC History No change 4,680 202 0.18% 0.18% 200 0 0.0% Q2 2026 Jul 13, 2026
Global Retirement Partners, LLC History No change 4,634 200 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 4,608 199 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,318 186 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 07, 2026
AMERIFLEX GROUP, INC. History No change 3,554 153 0.06% 0.06% 204 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 2,875 128 0.0% 0.0% 205 0 0.0% Q3 2026 Oct 05, 2026
Centerpoint Advisors, LLC History No change 2,750 119 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 05, 2026
Murphy & Mullick Capital Management Corp History No change 2,625 113 0.07% 0.07% 207 0 0.0% Q2 2026 Aug 14, 2026
Holos Integrated Wealth LLC History No change 2,354 103 0.05% 0.05% 208 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE TRUST CO NA History No change 2,251 97 0.01% 0.01% 209 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisory Services, LLC History No change 2,027 87 0.01% 0.01% 210 0 0.0% Q2 2026 Jul 23, 2026
Tripletail Wealth Management, LLC History No change 1,936 85 0.1% 0.1% 211 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 1,958 84 0.0% 0.0% 212 0 0.0% Q2 2026 Jul 06, 2026
Lodestone Wealth Management LLC History No change 1,954 84 0.03% 0.03% 213 0 0.0% Q2 2026 Jul 23, 2026
Robinswood Financial LLC History No change 1,945 84 0.02% 0.02% 214 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Union Bankshares Corp History No change 1,810 78 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 1,645 71 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 12, 2026
Innovative Asset Advisors Group, LLC History No change 1,598 69 0.03% 0.03% 217 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 1,517 65 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 03, 2026
Key FInancial Inc History No change 1,237 53 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 1,185 51 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 1,179 51 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 1,149 49 0.03% 0.03% 222 0 0.0% Q2 2026 Aug 17, 2026
Mascoma Wealth Management LLC History No change 1,075 46 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 24, 2026
Cheviot Value Management, LLC History No change 1,000 43 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 06, 2026
Planning Strategies Inc. History No change 896 40 0.02% 0.02% 225 0 0.0% Q3 2026 Oct 02, 2026
WOLFF WIESE MAGANA LLC History No change 903 39 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 700 30 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 656 28 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 30, 2026
Abound Wealth Management History No change 623 26 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 10, 2026
BESSEMER GROUP INC History No change 500 22 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 497 21 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 400 17 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 390 16 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 350 15 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 10, 2026
Realta Investment Advisors History No change 351 15 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 365 15 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 06, 2026
Front Row Advisors LLC History No change 300 14 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 249 10 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 13, 2026
Wilkerson Advisory Group LLC History No change 217 9 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 21, 2026
TD Capital Management LLC History No change 191 8 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 162 7 0.0% 0.0% 241 0 0.0% Q2 2026 Jul 08, 2026
IFG Advisory, LLC History No change 170 7 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 175 7 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 150 6 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 12, 2026
LifeSteps Financial, Inc. History No change 155 6 0.0% 0.0% 245 0 0.0% Q2 2026 Jul 17, 2026
Federation des caisses Desjardins du Quebec History No change 145 6 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 100 4 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 100 4 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 21, 2026
Wilmington Savings Fund Society, FSB History No change 79 3 0.0% 0.0% 249 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD ADVISERS INC History No change 75 3 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 52 2 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History No change 60 2 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 10, 2026
Founders Capital Management History No change 42 1 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 21, 2026
DHJJ Financial Advisors, Ltd. History No change 19 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026