Pacer Funds Trust - ICOW
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 | No change | 4,016,848 | 167,221 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,598,990 | 108,195 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,433,273 | 101,297 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,425,050 | 100,954 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,555,129 | 64,740 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,431,215 | 59,581 | 0.3% | 0.3% | 6 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,161,593 | 48,357 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 996,881 | 41,500 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 920,926 | 38,338 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 906,661 | 37,744 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 671,654 | 28,001 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sepio Capital, LP | History | No change | 664,973 | 27,682 | 1.39% | 1.39% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 614,248 | 25,571 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 511,327 | 21,286 | 0.39% | 0.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 498,555 | 20,754 | 1.88% | 1.88% | 15 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pacer Advisors, Inc. | History | No change | 466,710 | 19,429 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 399,525 | 16,632 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 373,113 | 15,536 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 364,539 | 15,175 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 342,638 | 14,541 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 342,880 | 14,274 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 336,976 | 14,028 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 329,969 | 13,736 | 8.03% | 8.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 244,790 | 10,190 | 0.12% | 0.12% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 235,207 | 9,791 | 0.18% | 0.18% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 225,529 | 9,388 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortis Advisors, LLC | History | No change | 198,295 | 8,255 | 3.86% | 3.86% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 164,357 | 6,842 | 0.38% | 0.38% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 155,136 | 6,458 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anson Capital, Inc. | History | No change | 151,961 | 6,326 | 4.12% | 4.12% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 151,577 | 6,310 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 143,979 | 5,993 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 140,573 | 5,852 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Alpha Advisors, LLC | History | No change | 139,003 | 5,786 | 3.13% | 3.13% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHANNEL WEALTH LLC | History | No change | 137,295 | 5,715 | 1.28% | 1.28% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 127,395 | 5,303 | 0.32% | 0.32% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 120,910 | 5,033 | 2.17% | 2.17% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealth Group Ltd | History | No change | 116,961 | 4,869 | 0.93% | 0.93% | 38 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 113,697 | 4,733 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 107,701 | 4,483 | 1.52% | 1.52% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 104,728 | 4,359 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 100,401 | 4,179 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Wealth Partners, LLC | History | No change | 99,541 | 4,143 | 0.59% | 0.59% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 99,508 | 4,142 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 97,694 | 4,067 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 97,471 | 4,057 | 0.3% | 0.3% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 94,267 | 3,924 | 0.13% | 0.13% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 93,616 | 3,897 | 1.76% | 1.76% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 92,886 | 3,866 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 88,373 | 3,678 | 2.11% | 2.11% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 86,310 | 3,593 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 82,422 | 3,431 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 75,319 | 3,135 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 74,298 | 3,093 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Empowered Funds, LLC | History | No change | 73,892 | 3,076 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 66,078 | 2,750 | 0.66% | 0.66% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 65,877 | 2,742 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 58,973 | 2,455 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 55,178 | 2,297 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 53,876 | 2,242 | 0.11% | 0.11% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 50,928 | 2,142 | 0.58% | 0.54% | 61 | +1,735 | 3.53% | Q3 2026 | Oct 02, 2026 |
| ZEGA Investments, LLC | History | No change | 46,116 | 1,919 | 0.2% | 0.2% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | No change | 43,290 | 1,802 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WNY Asset Management, LLC | History | No change | 43,028 | 1,791 | 0.16% | 0.16% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUE Private Wealth Advisors | History | No change | 41,212 | 1,715 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPLAN Partners, LLC | History | No change | 40,784 | 1,697 | 0.32% | 0.32% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,312 | 1,511 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial River Investments, LLC | History | No change | 35,430 | 1,474 | 0.42% | 0.42% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 35,371 | 1,472 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 33,909 | 1,411 | 0.11% | 0.11% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 31,139 | 1,321 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 31,688 | 1,319 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 29,923 | 1,245 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 28,133 | 1,171 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 27,873 | 1,160 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 27,252 | 1,134 | 0.63% | 0.63% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 27,082 | 1,127 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 25,540 | 1,063 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Miller Global Investments, LLC | History | Reduced | 25,113 | 1,056 | 0.85% | 0.87% | 79 | -91 | -0.36% | Q3 2026 | Oct 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 25,228 | 1,053 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 24,439 | 1,017 | 0.12% | 0.12% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Advisory Services Network, LLC | History | No change | 24,211 | 1,007 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 23,905 | 995 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 22,227 | 925 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Unified Investment Management | History | No change | 21,321 | 887 | 0.82% | 0.82% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 21,306 | 886 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 21,235 | 884 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 20,708 | 862 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 20,305 | 856 | 0.98% | 0.98% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20,289 | 844 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 19,852 | 826 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 5T Wealth, LLC | History | No change | 18,908 | 787 | 0.29% | 0.29% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OxenFree Capital LLC | History | No change | 18,475 | 782 | 0.36% | 0.36% | 93 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sankala Group LLC | History | No change | 16,176 | 722 | 0.48% | 0.48% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sigma Planning Corp | History | No change | 17,111 | 712 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 17,076 | 710 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lewis Asset Management, LLC | History | No change | 16,481 | 686 | 0.24% | 0.24% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 15,756 | 656 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Krilogy Financial LLC | History | No change | 14,406 | 599 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,293 | 595 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | Reduced | 13,755 | 578 | 0.34% | 0.36% | 101 | -29 | -0.21% | Q3 2026 | Oct 02, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 13,401 | 557 | 0.34% | 0.34% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 12,957 | 539 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 12,638 | 526 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,432 | 517 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,102 | 503 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Next Level Private LLC | History | No change | 12,066 | 502 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,661 | 485 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 11,175 | 465 | 0.25% | 0.25% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 11,004 | 458 | 0.24% | 0.24% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAVENPORT & Co LLC | History | No change | 10,585 | 440 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,122 | 421 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commerce Advisors, LLC | History | No change | 9,990 | 415 | 0.23% | 0.23% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Investment Management, LLC | History | No change | 9,979 | 415 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 9,600 | 399 | 0.3% | 0.3% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,438 | 392 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 9,347 | 389 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 9,050 | 376 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 8,834 | 367 | 0.36% | 0.36% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 8,512 | 354 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,429 | 350 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 8,100 | 337 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 7,820 | 325 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QTR Family Wealth, LLC | History | No change | 7,292 | 303 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ethos Financial Group, LLC | History | No change | 7,209 | 300 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,984 | 291 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,922 | 288 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 6,670 | 277 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 6,646 | 276 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlas Wealth Partners, LLC | History | No change | 6,612 | 275 | 0.3% | 0.3% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 6,541 | 272 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ERn Financial, LLC | History | No change | 6,523 | 271 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 6,500 | 270 | 0.25% | 0.25% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 6,293 | 261 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 6,163 | 256 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,088 | 253 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empire Financial Management Company, LLC | History | No change | 5,820 | 242 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 5,772 | 240 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 5,784 | 240 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SAXON INTERESTS, INC. | History | No change | 5,758 | 239 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 5,725 | 238 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,725 | 238 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 5,637 | 234 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 5,510 | 229 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 5,436 | 226 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,334 | 222 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IVC Wealth Advisors LLC | History | No change | 5,208 | 216 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,144 | 214 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RVW Wealth, LLC | History | No change | 5,020 | 211 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| FMR LLC | History | No change | 4,722 | 196 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 4,614 | 192 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 4,291 | 178 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,666 | 151 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,800 | 116 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,166 | 90 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,900 | 79 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glassman Wealth Services | History | No change | 1,753 | 72 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,607 | 66 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,559 | 64 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,255 | 52 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,232 | 51 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 972 | 40 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 916 | 38 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 843 | 35 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | No change | 813 | 33 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 714 | 29 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Copia Wealth Management | History | No change | 557 | 23 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 548 | 22 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 505 | 21 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 483 | 20 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 425 | 17 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 338 | 14 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Capital Management LLC | History | No change | 312 | 12 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 273 | 11 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | No change | 240 | 9 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 233 | 9 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 190 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MTM Investment Management, LLC | History | No change | 165 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 96 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 117 | 4 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 100 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | No change | 98 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 75 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 70 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 34 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD ADVISERS INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |