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 | Added to | 3,908,863 | 165,892 | 0.01% | 0.01% | 1 | +166,291 | 4.44% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,554,644 | 108,419 | 0.01% | 0.01% | 2 | -314,109 | -10.95% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,255,922 | 95,741 | 0.02% | 0.02% | 3 | +2,090 | 0.09% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,985,415 | 84,260 | 0.02% | 0.02% | 4 | +177,919 | 9.84% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,509,097 | 64,046 | 0.36% | 0.33% | 5 | -27,830 | -1.81% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 1,390,500 | 59,012 | 0.01% | 0.01% | 6 | +53,175 | 3.98% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,054,049 | 44,733 | 0.03% | 0.02% | 7 | +60,345 | 6.07% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 988,530 | 41,953 | 0.07% | 0.04% | 8 | +272,198 | 38.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 930,664 | 39,497 | 0.01% | 0.0% | 9 | +520,782 | 127.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 728,384 | 30,912 | 0.01% | 0.01% | 10 | +55,454 | 8.24% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 643,112 | 27,293 | 0.03% | 0.03% | 11 | -51,549 | -7.42% | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | Reduced | 614,567 | 26,082 | 1.42% | 1.86% | 12 | -262,649 | -29.94% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 526,506 | 21,839 | 0.01% | 0.01% | 13 | +135,953 | 34.81% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 460,564 | 19,546 | 0.46% | 0.43% | 14 | -28,992 | -5.92% | Q1 2026 | May 15, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 457,093 | 19,399 | 2.05% | — | 15 | +457,093 | New | Q1 2026 | Apr 09, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 440,250 | 18,684 | 0.05% | 0.04% | 16 | -15,172 | -3.33% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 394,670 | 16,749 | 0.0% | 0.0% | 17 | +63,095 | 19.03% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 393,164 | 16,685 | 0.02% | 0.02% | 18 | +6,564 | 1.7% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 349,727 | 14,968 | 0.03% | 0.03% | 19 | -127,394 | -26.7% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 329,652 | 13,992 | 0.02% | 0.02% | 20 | -17,138 | -4.94% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 324,407 | 13,768 | 0.04% | 0.03% | 21 | +35,111 | 12.14% | Q1 2026 | Apr 30, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 323,105 | 13,712 | 8.38% | 8.16% | 22 | +12,699 | 4.09% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 309,967 | 13,155 | 0.02% | 0.02% | 23 | +15,306 | 5.19% | Q1 2026 | Apr 27, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 270,129 | 11,464 | 1.81% | 1.61% | 24 | +17,891 | 7.09% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 256,817 | 11,004 | 0.19% | 0.22% | 25 | -58,617 | -18.58% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | New | 231,855 | 9,839 | 0.0% | — | 26 | +231,855 | New | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 229,090 | 9,722 | 0.22% | 0.19% | 27 | +5,460 | 2.44% | Q1 2026 | May 15, 2026 |
| Fortis Advisors, LLC | History | Added to | 198,733 | 8,434 | 4.23% | 3.58% | 28 | +27,826 | 16.28% | Q1 2026 | May 14, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 162,888 | 6,912 | 2.91% | 2.75% | 29 | +8,787 | 5.7% | Q1 2026 | Apr 20, 2026 |
| Anson Capital, Inc. | History | Added to | 160,089 | 6,794 | 4.65% | 4.31% | 30 | +6,961 | 4.55% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 159,809 | 6,782 | 0.42% | 0.01% | 31 | +152,574 | 2108.83% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 143,442 | 6,087 | 0.05% | 0.04% | 32 | -3,296 | -2.25% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 135,205 | 5,738 | 0.01% | 0.01% | 33 | +15,091 | 12.56% | Q1 2026 | May 14, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 135,148 | 5,735 | 1.39% | 1.28% | 34 | +3,951 | 3.01% | Q1 2026 | May 11, 2026 |
| American Alpha Advisors, LLC | History | Added to | 128,338 | 5,446 | 2.89% | 2.82% | 35 | +4,976 | 4.03% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 126,003 | 5,347 | 0.34% | 0.42% | 36 | -47,713 | -27.47% | Q1 2026 | May 14, 2026 |
| Wealth Group Ltd | History | Reduced | 124,851 | 5,298 | 1.21% | 1.18% | 37 | -11,520 | -8.45% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 122,392 | 5,194 | 0.01% | 0.01% | 38 | -11,093 | -8.31% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 111,525 | 4,733 | 0.0% | — | 39 | +111,525 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 104,150 | 4,420 | 0.0% | 0.0% | 40 | +15,478 | 17.46% | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 103,195 | 4,379 | 1.34% | 0.26% | 41 | +72,033 | 231.16% | Q1 2026 | May 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 99,617 | 4,227 | 0.35% | 0.35% | 42 | -9,185 | -8.44% | Q1 2026 | Apr 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 99,050 | 4,203 | 0.07% | 0.06% | 43 | +3,231 | 3.37% | Q1 2026 | May 04, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 97,024 | 4,117 | 0.65% | 0.69% | 44 | +617 | 0.64% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 95,846 | 4,067 | 0.23% | 0.44% | 45 | -83,876 | -46.67% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 95,541 | 4,054 | 0.01% | 0.0% | 46 | +38,389 | 67.17% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 94,770 | 4,022 | 1.95% | 1.91% | 47 | -4,118 | -4.16% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 90,273 | 3,831 | 0.02% | 0.02% | 48 | +6,697 | 8.01% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 86,843 | 3,685 | 0.01% | 0.01% | 49 | +9,725 | 12.61% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 82,422 | 3,497 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 90,216 | 3,490 | 0.02% | 0.02% | 51 | +13,850 | 18.14% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 74,119 | 3,145 | 0.11% | 0.1% | 52 | +2,551 | 3.56% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 73,412 | 3,115 | 0.02% | 0.05% | 53 | +960 | 1.33% | Q1 2026 | May 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 72,416 | 3,073 | 0.92% | 0.86% | 54 | +1,284 | 1.81% | Q1 2026 | Apr 06, 2026 |
| BigSur Wealth Management LLC | History | Added to | 66,078 | 2,804 | 0.79% | 0.48% | 55 | +15,500 | 30.65% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 63,370 | 2,689 | 0.0% | 0.0% | 56 | +54,399 | 606.39% | Q1 2026 | May 13, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 62,488 | 2,651 | 0.51% | 0.47% | 57 | -19,411 | -23.7% | Q1 2026 | Apr 29, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 64,574 | 2,497 | 0.19% | 0.19% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 53,753 | 2,281 | 0.1% | 0.09% | 59 | +700 | 1.32% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 53,015 | 2,249 | 0.12% | 0.11% | 60 | +44 | 0.08% | Q1 2026 | Apr 15, 2026 |
| WNY Asset Management, LLC | History | New | 45,103 | 1,914 | 0.2% | — | 61 | +45,103 | New | Q1 2026 | May 22, 2026 |
| CITIGROUP INC | History | Added to | 41,146 | 1,746 | 0.0% | 0.0% | 62 | +1,185 | 2.97% | Q1 2026 | May 11, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 39,401 | 1,672 | 0.16% | 0.15% | 63 | +1,742 | 4.63% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 39,276 | 1,666 | 0.07% | 0.07% | 64 | +2,398 | 6.5% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 38,281 | 1,624 | 0.15% | 0.16% | 65 | -6,047 | -13.64% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 41,230 | 1,594 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 36,357 | 1,543 | 0.03% | 0.03% | 67 | +1,290 | 3.68% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 35,265 | 1,496 | 0.0% | — | 68 | +35,265 | New | Q1 2026 | May 01, 2026 |
| ZEGA Investments, LLC | History | New | 35,262 | 1,496 | 0.17% | — | 69 | +35,262 | New | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 31,139 | 1,321 | 0.02% | 0.02% | 70 | +191 | 0.62% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 28,629 | 1,214 | 0.01% | 0.01% | 71 | -107 | -0.37% | Q1 2026 | Apr 15, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 27,252 | 1,156 | 0.71% | 0.66% | 72 | -150 | -0.55% | Q1 2026 | Apr 07, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 26,666 | 1,131 | 0.14% | 0.12% | 73 | +1,488 | 5.91% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 25,910 | 1,099 | 0.01% | 0.01% | 74 | +105 | 0.41% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,719 | 1,091 | 0.0% | 0.0% | 75 | -24,980 | -49.27% | Q1 2026 | Apr 27, 2026 |
| Miller Global Investments, LLC | History | Reduced | 25,204 | 1,069 | 0.98% | 0.94% | 76 | -1,668 | -6.21% | Q1 2026 | Apr 06, 2026 |
| Key FInancial Inc | History | Added to | 23,905 | 1,014 | 0.18% | 0.15% | 77 | +2,280 | 10.54% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 23,124 | 981 | 0.13% | 0.11% | 78 | +3,106 | 15.52% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,861 | 927 | 0.0% | 0.01% | 79 | -23,090 | -51.37% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,423 | 909 | 0.0% | 0.0% | 80 | -514 | -2.34% | Q1 2026 | Apr 22, 2026 |
| Unified Investment Management | History | Added to | 21,314 | 904 | 0.92% | 0.82% | 82 | +39 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 21,306 | 904 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,730 | 860 | 0.0% | 0.0% | 83 | +2,962 | 16.67% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,644 | 833 | 0.01% | 0.01% | 84 | +1,621 | 8.99% | Q1 2026 | Apr 20, 2026 |
| 5T Wealth, LLC | History | Added to | 18,999 | 806 | 0.32% | 0.28% | 85 | +1,133 | 6.34% | Q1 2026 | Apr 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 18,193 | 772 | 0.1% | 0.07% | 86 | +2,220 | 13.9% | Q1 2026 | May 04, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 17,989 | 769 | 1.05% | 1.08% | 87 | -4,034 | -18.32% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 17,773 | 754 | 0.26% | 0.23% | 88 | +22 | 0.12% | Q1 2026 | May 04, 2026 |
| OxenFree Capital LLC | History | New | 16,868 | 738 | 0.36% | — | 89 | +16,868 | New | Q1 2026 | Apr 16, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 17,286 | 733 | 0.03% | 0.49% | 90 | -300,815 | -94.57% | Q1 2026 | Apr 28, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | New | 16,381 | 695 | 0.43% | — | 91 | +16,381 | New | Q1 2026 | May 07, 2026 |
| Lewis Asset Management, LLC | History | New | 15,739 | 667 | 0.27% | — | 92 | +15,739 | New | Q1 2026 | Apr 21, 2026 |
| Krilogy Financial LLC | History | No change | 14,405 | 634 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,569 | 618 | 0.0% | 0.0% | 94 | +56 | 0.39% | Q1 2026 | May 05, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 14,100 | 598 | 0.2% | — | 95 | +14,100 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 13,638 | 578 | 0.02% | 0.02% | 96 | -518 | -3.66% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,560 | 575 | 0.0% | — | 97 | +13,560 | New | Q1 2026 | May 13, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 13,494 | 572 | 0.42% | 0.41% | 98 | -515 | -3.68% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,102 | 513 | 0.01% | 0.01% | 99 | -18 | -0.15% | Q1 2026 | May 13, 2026 |
| Next Level Private LLC | History | Added to | 11,996 | 509 | 0.11% | 0.12% | 100 | +162 | 1.37% | Q1 2026 | Apr 23, 2026 |
| Sankala Group LLC | History | Added to | 12,103 | 504 | 0.41% | 0.43% | 101 | +206 | 1.73% | Q1 2026 | Mar 31, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 11,156 | 473 | 0.31% | 0.28% | 102 | +242 | 2.22% | Q1 2026 | May 20, 2026 |
| TCFG Investment Advisors, LLC | History | New | 10,400 | 441 | 0.16% | — | 104 | +10,400 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 10,400 | 441 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,166 | 431 | 0.0% | 0.0% | 105 | +319 | 3.24% | Q1 2026 | Apr 15, 2026 |
| RVW Wealth, LLC | History | New | 10,040 | 426 | 0.03% | — | 106 | +10,040 | New | Q1 2026 | Apr 08, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 10,019 | 425 | 0.26% | 0.25% | 107 | -825 | -7.61% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 9,935 | 421 | 0.03% | 0.15% | 108 | -51,663 | -83.87% | Q1 2026 | May 21, 2026 |
| Commerce Advisors, LLC | History | New | 9,640 | 409 | 0.34% | — | 109 | +9,640 | New | Q1 2026 | May 12, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 9,584 | 406 | 0.33% | 0.29% | 110 | +39 | 0.41% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 9,514 | 403 | 0.02% | — | 111 | +9,514 | New | Q1 2026 | Apr 22, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 9,413 | 399 | 0.05% | 0.05% | 112 | -180 | -1.88% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,400 | 398 | 0.01% | 0.0% | 113 | +8,588 | 1057.64% | Q1 2026 | May 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 9,385 | 398 | 0.4% | 0.36% | 114 | +70 | 0.75% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 8,599 | 364 | 0.0% | 0.0% | 115 | +1,463 | 20.5% | Q1 2026 | May 12, 2026 |
| Capasso Planning Partners LLC | History | No change | 9,307 | 359 | 0.2% | 0.2% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ERn Financial, LLC | History | Added to | 8,421 | 357 | 0.07% | 0.06% | 117 | +237 | 2.9% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 8,368 | 355 | 0.0% | 0.0% | 118 | +109 | 1.32% | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 8,308 | 352 | 0.15% | 0.19% | 119 | -3,198 | -27.79% | Q1 2026 | Apr 16, 2026 |
| Arkadios Wealth Advisors | History | New | 7,843 | 332 | 0.01% | — | 120 | +7,843 | New | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | New | 7,776 | 330 | 0.02% | — | 121 | +7,776 | New | Q1 2026 | Apr 28, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 7,731 | 328 | 0.01% | 0.01% | 122 | -320 | -3.97% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 7,652 | 324 | 0.02% | — | 123 | +7,652 | New | Q1 2026 | Apr 28, 2026 |
| QTR Family Wealth, LLC | History | Added to | 7,317 | 322 | 0.13% | 0.14% | 124 | +37 | 0.51% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,509 | 318 | 0.0% | 0.0% | 125 | +414 | 5.84% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,171 | 304 | 0.01% | 0.01% | 126 | +337 | 4.93% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,152 | 303 | 0.0% | 0.0% | 127 | -76,903 | -91.49% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 6,984 | 296 | 0.01% | — | 128 | +6,984 | New | Q1 2026 | Apr 21, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 6,931 | 294 | 0.3% | 0.28% | 129 | +308 | 4.65% | Q1 2026 | Apr 29, 2026 |
| Ethos Financial Group, LLC | History | No change | 7,209 | 278 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 6,540 | 277 | 0.32% | 0.28% | 131 | -10 | -0.15% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | No change | 6,112 | 276 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 6,420 | 272 | 0.0% | 0.0% | 133 | +4,410 | 219.4% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | New | 6,319 | 268 | 0.01% | — | 134 | +6,319 | New | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | New | 6,270 | 266 | 0.0% | — | 135 | +6,270 | New | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 6,258 | 265 | 0.03% | 0.03% | 136 | +78 | 1.26% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,228 | 264 | 0.0% | 0.0% | 137 | -52 | -0.83% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 6,177 | 262 | 0.03% | 0.03% | 138 | -348 | -5.33% | Q1 2026 | Apr 22, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 6,146 | 260 | 0.16% | 0.16% | 139 | +3 | 0.05% | Q1 2026 | Apr 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 6,108 | 259 | 0.11% | 0.08% | 140 | +1,529 | 33.39% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,837 | 250 | 0.0% | 0.0% | 141 | -2,262 | -27.93% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,859 | 248 | 0.0% | 0.0% | 142 | +648 | 12.44% | Q1 2026 | Apr 14, 2026 |
| Empire Financial Management Company, LLC | History | No change | 5,820 | 247 | 0.06% | 0.05% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,725 | 242 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 5,610 | 238 | 0.07% | 0.07% | 145 | -226 | -3.87% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 5,629 | 238 | 0.05% | 0.06% | 146 | +18 | 0.32% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | New | 5,510 | 234 | 0.0% | — | 147 | +5,510 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,334 | 226 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 5,224 | 221 | 0.01% | 0.0% | 149 | -21 | -0.4% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | New | 5,013 | 212 | 0.05% | — | 150 | +5,013 | New | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | New | 4,843 | 205 | 0.01% | — | 151 | +4,843 | New | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,614 | 196 | 0.01% | 0.01% | 152 | -641 | -12.2% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4,266 | 181 | 0.1% | 0.08% | 153 | +694 | 19.43% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 4,256 | 180 | 0.09% | 0.08% | 154 | +58 | 1.38% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 3,349 | 142 | 0.0% | 0.0% | 155 | +300 | 9.84% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,511 | 135 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | No change | 23,040 | 129 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,234 | 95 | 0.01% | 0.01% | 158 | +18 | 0.81% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,166 | 91 | 0.0% | 0.0% | 159 | -1,145 | -34.58% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,092 | 88 | 0.0% | 0.0% | 160 | -2,315 | -52.53% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,859 | 78 | 0.02% | — | 161 | +1,859 | New | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | No change | 1,753 | 74 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 1,465 | 62 | 0.0% | 0.0% | 163 | +1,004 | 217.79% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 1,232 | 52 | 0.0% | 0.0% | 164 | -65 | -5.01% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,000 | 42 | 0.0% | — | 165 | +1,000 | New | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | Added to | 915 | 38 | 0.0% | 0.0% | 166 | +3 | 0.33% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 966 | 37 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 843 | 35 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | No change | 813 | 34 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | No change | 714 | 30 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Copia Wealth Management | History | Reduced | 557 | 23 | 0.02% | 0.04% | 171 | -1,029 | -64.88% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 548 | 23 | 0.0% | — | 172 | +548 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 503 | 21 | 0.0% | 0.0% | 173 | +7 | 1.41% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 425 | 18 | 0.01% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 402 | 17 | 0.01% | — | 175 | +402 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 336 | 14 | 0.0% | 0.0% | 176 | +5 | 1.51% | Q1 2026 | Apr 13, 2026 |
| KM Capital Management Ltd. | History | New | 290 | 13 | 0.01% | — | 178 | +290 | New | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 310 | 13 | 0.0% | 0.0% | 177 | +4 | 1.31% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 272 | 11 | 0.0% | 0.0% | 179 | +4 | 1.49% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Reduced | 240 | 10 | 0.0% | 0.0% | 180 | -20 | -7.69% | Q1 2026 | Apr 15, 2026 |
| Key Capital Management, INC | History | New | 204 | 8 | 0.01% | — | 182 | +204 | New | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MTM Investment Management, LLC | History | No change | 165 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | New | 117 | 4 | 0.0% | — | 186 | +117 | New | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 100 | 4 | 0.0% | 0.0% | 185 | +2 | 2.04% | Q1 2026 | Apr 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 96 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 70 | 2 | 0.0% | 0.0% | 187 | -7 | -9.09% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 25 | 1 | 0.0% | 0.0% | 189 | -5 | -16.67% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 34 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -125,205 | -100.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.46% | — | -79,058 | -100.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,286 | -100.0% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -8,590 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,570 | -100.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,776 | -100.0% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.02% | — | -5,510 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -508 | -100.0% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |