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 | 8,118,813 | 375,413 | 0.03% | 0.02% | 1 | +191,858 | 2.42% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5,294,574 | 244,821 | 0.01% | 0.01% | 2 | -109,161 | -2.02% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,500,487 | 161,862 | 0.04% | 0.04% | 3 | +199,411 | 6.04% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,397,938 | 110,880 | 0.07% | 0.06% | 4 | -75,969 | -3.07% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,084,039 | 96,365 | 0.03% | 0.03% | 5 | +32,508 | 1.58% | Q1 2026 | May 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 2,068,689 | 95,656 | 5.4% | — | 6 | +2,068,689 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,918,439 | 88,708 | 0.02% | 0.01% | 7 | +523,047 | 37.48% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,707,738 | 78,966 | 0.01% | 0.01% | 8 | +546,241 | 47.03% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,482,311 | 68,542 | 0.07% | 0.06% | 9 | +195,348 | 15.18% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 1,271,100 | 58,775 | 4.17% | 3.0% | 10 | +888,023 | 231.81% | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,161,066 | 52,886 | 0.03% | 0.02% | 11 | +191,623 | 19.77% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 949,789 | 43,918 | 0.01% | 0.01% | 12 | +129,609 | 15.8% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 948,838 | 43,874 | 0.37% | 0.22% | 13 | +225,944 | 31.26% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 908,537 | 42,011 | 0.11% | 0.09% | 14 | +76,903 | 9.25% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 821,287 | 37,976 | 0.03% | 0.03% | 15 | +61,109 | 8.04% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 749,115 | 34,641 | 0.05% | 0.04% | 16 | +81,592 | 12.22% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 408,679 | 18,897 | 0.05% | 0.04% | 17 | -11,352 | -2.7% | Q1 2026 | May 06, 2026 |
| Karpus Management, Inc. | History | Added to | 391,956 | 18,124 | 0.57% | 0.45% | 18 | +38,604 | 10.93% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 367,620 | 16,998 | 0.0% | 0.0% | 19 | +99,837 | 37.28% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 358,582 | 16,580 | 0.02% | 0.02% | 20 | +52,250 | 17.06% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 330,820 | 15,297 | 0.17% | 0.14% | 21 | +38,039 | 12.99% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 295,354 | 13,657 | 0.02% | 0.02% | 22 | +38,595 | 15.03% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 288,935 | 13,360 | 0.07% | 0.0% | 23 | +286,511 | 11819.76% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 277,634 | 12,837 | 0.07% | 0.06% | 24 | +23,783 | 9.37% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 268,896 | 12,434 | 0.03% | 0.03% | 25 | -13,312 | -4.72% | Q1 2026 | Apr 22, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 252,034 | 11,654 | 1.43% | 0.52% | 26 | +156,907 | 164.94% | Q1 2026 | May 06, 2026 |
| Ocean Park Asset Management, LLC | History | New | 243,781 | 11,272 | 0.65% | — | 27 | +243,781 | New | Q1 2026 | Apr 16, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 224,244 | 10,369 | 3.74% | 3.31% | 28 | -3,982 | -1.74% | Q1 2026 | May 04, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 222,462 | 10,324 | 1.58% | 1.61% | 29 | -21,069 | -8.65% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 217,163 | 10,041 | 0.04% | 0.03% | 30 | +67,858 | 45.45% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 209,247 | 9,675 | 0.02% | 0.01% | 31 | +64,832 | 44.89% | Q1 2026 | May 14, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 192,721 | 8,911 | 0.61% | — | 32 | +192,721 | New | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 189,275 | 8,752 | 0.7% | 0.04% | 33 | +176,137 | 1340.67% | Q1 2026 | May 14, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 183,239 | 8,472 | 5.76% | 3.55% | 34 | +57,038 | 45.2% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 163,025 | 7,538 | 0.79% | 0.61% | 35 | +25,882 | 18.87% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 162,153 | 7,497 | 0.18% | 0.14% | 36 | +11,729 | 7.8% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 157,400 | 7,278 | 0.0% | 0.0% | 37 | +14,685 | 10.29% | Q1 2026 | May 11, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 111,547 | 5,157 | 1.17% | 0.95% | 38 | +5,907 | 5.59% | Q1 2026 | May 15, 2026 |
| MY Wealth Management Inc. | History | Added to | 136,423 | 5,044 | 4.88% | 4.6% | 39 | +8,211 | 6.4% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Reduced | 105,105 | 4,854 | 0.13% | 0.18% | 40 | -231 | -0.22% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 101,847 | 4,709 | 0.11% | 0.08% | 41 | +18,271 | 21.86% | Q1 2026 | May 15, 2026 |
| BNB Wealth Management, LLC | History | Added to | 99,941 | 4,621 | 2.97% | 2.12% | 42 | +20,235 | 25.39% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 96,494 | 4,461 | 0.02% | 0.02% | 43 | +2,086 | 2.21% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 93,262 | 4,316 | 0.01% | 0.01% | 44 | -37,912 | -28.9% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 93,153 | 4,307 | 0.16% | 0.08% | 45 | +37,553 | 67.54% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 90,586 | 4,188 | 0.05% | 0.04% | 46 | +30,080 | 49.71% | Q1 2026 | Apr 23, 2026 |
| Prostatis Group LLC | History | Reduced | 86,356 | 3,993 | 1.02% | 0.91% | 47 | -6,502 | -7.0% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 85,533 | 3,955 | 0.0% | 0.0% | 48 | +2,563 | 3.09% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 85,472 | 3,952 | 0.03% | 0.02% | 49 | +19,901 | 30.35% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 81,736 | 3,768 | 0.26% | 0.22% | 50 | +2,624 | 3.32% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 79,727 | 3,686 | 0.09% | 0.08% | 51 | +3,704 | 4.87% | Q1 2026 | May 04, 2026 |
| Fermata Advisors, LLC | History | Reduced | 78,065 | 3,609 | 0.81% | 0.88% | 52 | -10,523 | -11.88% | Q1 2026 | Apr 08, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 78,709 | 3,586 | 0.35% | 0.42% | 53 | +2,110 | 2.75% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 76,878 | 3,554 | 0.01% | 0.0% | 54 | +41,460 | 117.06% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 76,340 | 3,529 | 0.36% | — | 55 | +76,340 | New | Q1 2026 | May 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 76,252 | 3,525 | 0.51% | 0.46% | 56 | +311 | 0.41% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 73,621 | 3,404 | 0.35% | 0.3% | 57 | +4,184 | 6.03% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 79,283 | 3,268 | 0.02% | 0.02% | 58 | -8,140 | -9.31% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 70,316 | 3,251 | 0.04% | 0.03% | 59 | +595 | 0.85% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 67,720 | 3,131 | 0.01% | 0.01% | 60 | -26,766 | -28.33% | Q1 2026 | May 04, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 62,967 | 2,911 | 0.05% | 0.04% | 61 | +73 | 0.12% | Q1 2026 | May 04, 2026 |
| Braeburn Wealth Management LLC | History | New | 62,319 | 2,881 | 1.65% | — | 62 | +62,319 | New | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 61,907 | 2,862 | 0.08% | 0.08% | 63 | -2,734 | -4.23% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 58,203 | 2,691 | 0.04% | 0.03% | 64 | +21,915 | 60.39% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 56,610 | 2,610 | 0.04% | 0.04% | 65 | -1,567 | -2.69% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 55,764 | 2,578 | 0.03% | 0.02% | 66 | +4,912 | 9.66% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 55,517 | 2,567 | 0.08% | 0.06% | 67 | +17,044 | 44.3% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 222,088 | 2,321 | 0.11% | 0.04% | 68 | -41,793 | -15.84% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 49,993 | 2,311 | 0.0% | 0.0% | 69 | +744 | 1.51% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 46,484 | 2,149 | 0.02% | 0.01% | 70 | -1,070 | -2.25% | Q1 2026 | May 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 45,595 | 2,108 | 0.23% | 0.14% | 71 | +14,956 | 48.81% | Q1 2026 | May 11, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 45,250 | 2,092 | 1.29% | 1.15% | 72 | +326 | 0.73% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 43,928 | 2,031 | 0.0% | — | 73 | +43,928 | New | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 43,153 | 1,995 | 0.59% | 0.54% | 74 | -434 | -1.0% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 43,072 | 1,991 | 0.15% | 0.12% | 75 | +6,513 | 17.82% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 42,794 | 1,978 | 0.07% | 0.06% | 76 | +1,718 | 4.18% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 41,971 | 1,940 | 0.0% | — | 77 | +41,971 | New | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 40,595 | 1,877 | 0.04% | 0.04% | 78 | -506 | -1.23% | Q1 2026 | Apr 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 40,429 | 1,869 | 0.0% | 0.0% | 79 | -1,258 | -3.02% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | Reduced | 40,082 | 1,853 | 0.16% | 0.15% | 80 | -4,000 | -9.07% | Q1 2026 | Apr 30, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 39,603 | 1,831 | 0.15% | 0.14% | 81 | -35 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 39,301 | 1,817 | 1.1% | 0.99% | 82 | -408 | -1.03% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 38,500 | 1,780 | 0.02% | 0.02% | 83 | +6,510 | 20.35% | Q1 2026 | Apr 28, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 38,314 | 1,771 | 0.17% | 0.15% | 84 | +1,030 | 2.76% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 35,569 | 1,644 | 0.01% | 0.01% | 85 | -8,821 | -19.87% | Q1 2026 | May 15, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 35,478 | 1,640 | 1.42% | 1.25% | 86 | +458 | 1.31% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 35,384 | 1,636 | 0.29% | 0.28% | 87 | -1,191 | -3.26% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 34,261 | 1,584 | 0.32% | 0.28% | 88 | -32,513 | -48.69% | Q1 2026 | Apr 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 33,687 | 1,557 | 0.09% | 0.08% | 89 | +517 | 1.56% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 32,677 | 1,510 | 0.04% | 0.04% | 90 | -2,347 | -6.7% | Q1 2026 | Apr 29, 2026 |
| Independent Wealth Network Inc. | History | Added to | 32,037 | 1,481 | 0.44% | 0.26% | 91 | +11,063 | 52.75% | Q1 2026 | Apr 20, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 31,921 | 1,476 | 0.52% | 0.44% | 92 | +1,865 | 6.21% | Q1 2026 | Apr 08, 2026 |
| NOVEM GROUP | History | Reduced | 30,830 | 1,425 | 0.16% | 0.15% | 93 | -3 | -0.01% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 34,228 | 1,410 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 30,456 | 1,408 | 0.16% | 0.14% | 95 | +243 | 0.8% | Q1 2026 | May 06, 2026 |
| HUB Investment Partners, LLC | History | New | 30,169 | 1,395 | 0.03% | — | 96 | +30,169 | New | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 27,943 | 1,292 | 1.09% | — | 97 | +27,943 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,060 | 1,251 | 0.01% | 0.01% | 98 | +1,332 | 5.18% | Q1 2026 | May 05, 2026 |
| IFS Group,LLC | History | New | 26,693 | 1,234 | 1.1% | — | 99 | +26,693 | New | Q1 2026 | May 18, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 26,474 | 1,224 | 0.09% | 0.08% | 100 | -111 | -0.42% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 25,044 | 1,158 | 0.01% | 0.01% | 101 | +3,567 | 16.61% | Q1 2026 | May 14, 2026 |
| JBR Co Financial Management Inc | History | No change | 27,939 | 1,151 | 0.48% | 0.48% | 102 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 24,387 | 1,127 | 0.01% | 0.03% | 103 | -42,046 | -63.29% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 24,195 | 1,118 | 0.03% | 0.02% | 104 | +932 | 4.01% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 24,038 | 1,111 | 0.02% | 0.02% | 105 | +2,862 | 13.52% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Reduced | 23,848 | 1,102 | 0.02% | 0.02% | 106 | -1,319 | -5.24% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 23,625 | 1,092 | 0.03% | 0.03% | 107 | -875 | -3.57% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 26,308 | 1,084 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 23,274 | 1,076 | 0.01% | 0.01% | 109 | -1,849 | -7.36% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 23,114 | 1,069 | 0.0% | — | 110 | +23,114 | New | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 22,605 | 1,045 | 0.03% | 0.03% | 111 | -5,141 | -18.53% | Q1 2026 | Apr 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 21,731 | 1,004 | 0.04% | — | 112 | +21,731 | New | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 21,125 | 976 | 0.24% | 0.71% | 113 | +2,164 | 11.41% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 21,000 | 971 | 0.01% | 0.01% | 114 | +11,000 | 110.0% | Q1 2026 | May 08, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 20,854 | 964 | 0.53% | 0.46% | 115 | -1,062 | -4.85% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,563 | 950 | 0.04% | 0.03% | 116 | +1,543 | 8.11% | Q1 2026 | Apr 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 20,262 | 936 | 0.16% | 0.11% | 117 | +3,301 | 19.46% | Q1 2026 | Apr 29, 2026 |
| BXM Wealth LLC | History | No change | 20,215 | 934 | 0.72% | 0.64% | 118 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 19,159 | 885 | 0.72% | 0.62% | 119 | +276 | 1.46% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 18,988 | 878 | 0.0% | 0.0% | 120 | -323 | -1.67% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,835 | 870 | 0.01% | 0.01% | 121 | -5,269 | -21.86% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,640 | 861 | 0.04% | 0.03% | 122 | +1,070 | 6.09% | Q1 2026 | Apr 28, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 18,058 | 835 | 0.19% | 0.17% | 123 | +46 | 0.26% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 18,326 | 832 | 0.01% | — | 124 | +18,326 | New | Q1 2026 | May 01, 2026 |
| Hilltop Holdings Inc. | History | Added to | 17,897 | 827 | 0.07% | 0.04% | 125 | +157 | 0.89% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 17,801 | 823 | 0.11% | 0.1% | 126 | -803 | -4.32% | Q1 2026 | Apr 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 17,256 | 797 | 0.19% | 0.17% | 127 | +623 | 3.75% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,055 | 788 | 0.01% | 0.0% | 128 | +559 | 3.39% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16,740 | 774 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 16,616 | 768 | 0.29% | — | 131 | +16,616 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 16,616 | 768 | 0.29% | 0.25% | 130 | +1,042 | 6.69% | Q1 2026 | Apr 23, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 16,283 | 752 | 0.14% | 0.13% | 132 | -160 | -0.97% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 16,102 | 744 | 0.0% | 0.01% | 133 | -30,575 | -65.5% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,056 | 742 | 0.02% | 0.01% | 134 | +1,159 | 7.78% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 15,980 | 738 | 0.0% | 0.0% | 135 | +9,632 | 151.73% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 15,811 | 731 | 0.02% | 0.02% | 136 | -2,387 | -13.12% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 15,793 | 730 | 0.01% | — | 137 | +15,793 | New | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 15,505 | 716 | 0.0% | 0.0% | 138 | -42 | -0.27% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 14,962 | 691 | 0.01% | 0.01% | 139 | +5 | 0.03% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,731 | 681 | 0.01% | 0.01% | 140 | +6,438 | 77.63% | Q1 2026 | Apr 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 14,000 | 647 | 0.22% | — | 141 | +14,000 | New | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 13,540 | 626 | 0.14% | 0.15% | 142 | -238 | -1.73% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Added to | 13,087 | 605 | 0.02% | 0.01% | 143 | +5,940 | 83.11% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,990 | 600 | 0.01% | 0.01% | 144 | +3,414 | 35.65% | Q1 2026 | May 18, 2026 |
| Dakota Wealth Management | History | Added to | 12,413 | 573 | 0.01% | 0.01% | 145 | +398 | 3.31% | Q1 2026 | May 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,828 | 546 | 0.02% | 0.01% | 146 | +4,384 | 58.89% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,626 | 537 | 0.02% | 0.03% | 147 | -5,734 | -33.03% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,602 | 536 | 0.0% | 0.0% | 148 | +5,768 | 98.87% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,096 | 513 | 0.0% | 0.0% | 149 | +280 | 2.59% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 12,464 | 513 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Added to | 11,085 | 512 | 0.1% | 0.09% | 151 | +1,220 | 12.37% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 10,743 | 496 | 0.02% | 0.02% | 152 | -875 | -7.53% | Q1 2026 | May 14, 2026 |
| Independent Family Office, LLC | History | No change | 10,315 | 476 | 0.2% | 0.18% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,009 | 463 | 0.0% | 0.0% | 154 | -634 | -5.96% | Q1 2026 | Apr 07, 2026 |
| Rubicon Advisors, GP | History | New | 9,841 | 455 | 0.4% | — | 155 | +9,841 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 9,589 | 443 | 0.04% | 0.03% | 157 | +55 | 0.58% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,598 | 443 | 0.0% | 0.0% | 156 | -13 | -0.14% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,353 | 432 | 0.0% | 0.0% | 158 | +3,283 | 54.09% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Reduced | 8,924 | 412 | 0.02% | 0.03% | 159 | -4,013 | -31.02% | Q1 2026 | May 05, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 8,920 | 412 | 0.23% | 0.23% | 160 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,742 | 404 | 0.01% | 0.01% | 161 | +1,160 | 15.3% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,687 | 401 | 0.05% | 0.04% | 162 | +2,475 | 39.84% | Q1 2026 | Apr 24, 2026 |
| HF Advisory Group, LLC | History | Reduced | 8,522 | 394 | 0.13% | 0.13% | 163 | -384 | -4.31% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,412 | 390 | 0.05% | 0.03% | 164 | +2,053 | 32.28% | Q1 2026 | Apr 22, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 8,150 | 376 | 0.08% | 0.05% | 165 | +3,297 | 67.94% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,050 | 372 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 7,852 | 363 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 7,754 | 358 | 0.0% | — | 168 | +7,754 | New | Q1 2026 | May 12, 2026 |
| Wealth Group Ltd | History | Added to | 7,431 | 343 | 0.08% | 0.07% | 169 | +16 | 0.22% | Q1 2026 | Apr 10, 2026 |
| FMR LLC | History | Added to | 7,229 | 334 | 0.0% | 0.0% | 170 | +1,305 | 22.03% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 7,000 | 323 | 0.04% | 0.04% | 171 | +571 | 8.88% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Reduced | 6,971 | 322 | 0.0% | 0.0% | 172 | -3,398 | -32.77% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,964 | 322 | 0.01% | 0.01% | 173 | +967 | 16.12% | Q1 2026 | May 19, 2026 |
| SAPIENT CAPITAL LLC | History | New | 6,771 | 313 | 0.0% | — | 174 | +6,771 | New | Q1 2026 | Apr 08, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 6,712 | 310 | 0.27% | 0.25% | 175 | -312 | -4.44% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 6,614 | 305 | 0.01% | — | 176 | +6,614 | New | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,599 | 305 | 0.0% | — | 177 | +6,599 | New | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,576 | 304 | 0.02% | 0.0% | 178 | +5,303 | 416.58% | Q1 2026 | Apr 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,568 | 303 | 0.02% | 0.02% | 179 | -70 | -1.05% | Q1 2026 | Apr 20, 2026 |
| Optivise Advisory Services LLC | History | New | 6,534 | 302 | 0.18% | — | 181 | +6,534 | New | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | No change | 6,549 | 302 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Financial Group | History | Added to | 6,381 | 295 | 0.24% | 0.22% | 182 | +87 | 1.38% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,160 | 285 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hofer & Associates. Inc | History | Added to | 6,121 | 283 | 0.15% | 0.13% | 184 | +123 | 2.05% | Q1 2026 | Apr 21, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 6,038 | 279 | 0.09% | 0.1% | 185 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Windsor Advisory Group, LLC | History | New | 6,000 | 277 | 0.23% | — | 187 | +6,000 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,015 | 277 | 0.0% | 0.0% | 186 | -976 | -13.96% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,970 | 276 | 0.0% | 0.0% | 188 | +835 | 16.26% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Added to | 5,990 | 276 | 0.02% | 0.02% | 189 | +209 | 3.62% | Q1 2026 | Apr 16, 2026 |
| AdvisorNet Financial, Inc | History | New | 5,915 | 273 | 0.01% | — | 190 | +5,915 | New | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,835 | 269 | 0.0% | — | 191 | +5,835 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,802 | 268 | 0.0% | 0.0% | 192 | -18,187 | -75.81% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,231 | 241 | 0.02% | — | 193 | +5,231 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 5,168 | 238 | 0.0% | — | 195 | +5,168 | New | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,156 | 238 | 0.0% | 0.0% | 194 | -485 | -8.6% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,981 | 230 | 0.01% | 0.01% | 196 | +112 | 2.3% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 4,905 | 226 | 0.01% | 0.01% | 197 | -274 | -5.29% | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | New | 4,879 | 225 | 0.05% | — | 198 | +4,879 | New | Q1 2026 | May 14, 2026 |
| DECISION INVESTMENTS, INC | History | New | 4,765 | 220 | 0.25% | — | 199 | +4,765 | New | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 4,648 | 214 | 0.0% | 0.0% | 200 | -5,648 | -54.86% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,434 | 182 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,321 | 152 | 0.0% | 0.0% | 202 | +947 | 39.89% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 2,875 | 132 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Holos Integrated Wealth LLC | History | No change | 2,354 | 109 | 0.06% | 0.05% | 204 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,010 | 92 | 0.0% | — | 205 | +2,010 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,953 | 90 | 0.0% | 0.0% | 206 | +44 | 2.3% | Q1 2026 | Apr 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,936 | 89 | 0.04% | 0.03% | 207 | +64 | 3.42% | Q1 2026 | May 01, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 1,836 | 84 | 0.11% | 0.0% | 208 | +1,800 | 5000.0% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,810 | 83 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,645 | 75 | 0.0% | 0.0% | 210 | -441 | -21.14% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,600 | 73 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,433 | 66 | 0.0% | 0.06% | 212 | -35,268 | -96.1% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 1,237 | 57 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 1,185 | 54 | 0.0% | 0.0% | 214 | -1,852 | -60.98% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,174 | 54 | 0.0% | 0.0% | 215 | +159 | 15.67% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | No change | 1,149 | 53 | 0.04% | 0.03% | 216 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,075 | 49 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 846 | 39 | 0.03% | — | 218 | +846 | New | Q1 2026 | Apr 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 750 | 34 | 0.03% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 663 | 30 | 0.02% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 500 | 23 | 0.0% | 0.0% | 222 | -77 | -13.34% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | No change | 500 | 23 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Park Place Capital Corp | History | New | 497 | 22 | 0.0% | — | 223 | +497 | New | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | New | 409 | 18 | 0.0% | — | 225 | +409 | New | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | No change | 390 | 18 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | No change | 350 | 16 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 351 | 14 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rossby Financial, LCC | History | No change | 252 | 11 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 217 | 10 | 0.0% | 0.0% | 230 | -12 | -5.24% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 200 | 9 | 0.0% | — | 231 | +200 | New | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 189 | 8 | 0.0% | 0.0% | 232 | +6 | 3.28% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 161 | 7 | 0.0% | — | 233 | +161 | New | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 150 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 145 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 75 | 3 | 0.0% | — | 239 | +75 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 79 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 25 | 1 | 0.0% | — | 242 | +25 | New | Q1 2026 | May 13, 2026 |
| Founders Capital Management | History | No change | 42 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -162,543 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.47% | — | -74,732 | -100.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,743 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,539 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,940 | -100.0% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,173 | -100.0% | Q1 2026 | May 06, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,118 | -100.0% | Q1 2026 | Apr 17, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.08% | — | -4,389 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,102 | -100.0% | Q1 2026 | May 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -480 | -100.0% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 19 | 0 | — | — | — | +1 | 5.56% | Q1 2026 | Apr 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |