Pacer Funds Trust - PTLC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
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 Reduced 5,808,794 322,852 0.02% 0.02% 1 -69,294 -1.18% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 5,784,151 321,483 0.09% 0.09% 2 +2,079 0.04% Q4 2025 Feb 11, 2026
Align Financial, LLC History New 256,557 256,557 0.15% 3 +256,557 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 3,829,344 212,834 0.01% 0.01% 4 -140,049 -3.53% Q4 2025 Feb 13, 2026
SFMG, LLC History Added to 2,412,945 134,111 8.99% 8.93% 5 +59,409 2.52% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,305,729 128,152 0.02% 0.03% 6 -235,085 -9.25% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,173,382 120,796 0.04% 0.04% 7 -213,247 -8.94% Q4 2025 Feb 18, 2026
CFS Investment Advisory Services, LLC History Reduced 2,069,431 115,018 8.4% 8.56% 8 -2,213 -0.11% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 1,453,069 80,761 0.09% 0.09% 9 +20,899 1.46% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 1,109,246 61,652 0.09% 0.1% 10 -174,738 -13.61% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 1,034,155 57,478 0.01% 0.01% 11 -8,833 -0.85% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 818,379 45,485 0.12% 0.13% 12 -16,109 -1.93% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 659,130 36,634 0.05% 0.08% 13 -532,161 -44.67% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 622,355 34,590 0.01% 0.01% 14 -92,312 -12.92% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 614,027 34,127 0.01% 15 +614,027 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 465,838 25,891 0.02% 0.02% 16 +46,383 11.06% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 439,212 24,411 0.2% 0.0% 17 +431,453 5560.68% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 394,977 21,952 0.05% 0.05% 18 +45,250 12.94% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 394,075 21,902 0.08% 0.07% 19 +99,398 33.73% Q4 2025 Feb 18, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 364,187 20,241 0.66% 0.74% 20 -30,340 -7.69% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 356,355 19,806 0.08% 0.09% 21 -485 -0.14% Q4 2025 Feb 13, 2026
MBL Wealth, LLC History Added to 305,940 17,004 1.36% 1.46% 22 +1,309 0.43% Q4 2025 Jan 21, 2026
Tyche Wealth Partners LLC History Added to 276,536 15,369 2.44% 2.55% 23 +11,393 4.3% Q4 2025 Jan 23, 2026
Geneos Wealth Management Inc. History Added to 269,820 14,996 0.37% 0.37% 24 +2,219 0.83% Q4 2025 Jan 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 235,001 13,061 0.01% 0.01% 25 +1,819 0.78% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 227,425 12,640 0.02% 0.02% 26 -14,975 -6.18% Q4 2025 Feb 02, 2026
Deane Retirement Strategies, Inc. History Added to 223,200 12,405 5.13% 5.25% 27 +396 0.18% Q4 2025 Jan 28, 2026
MY Wealth Management Inc. History Reduced 218,593 12,149 10.59% 11.25% 28 -15,692 -6.7% Q4 2025 Feb 10, 2026
Meridian Wealth Advisors, LLC History Reduced 203,487 11,309 1.57% 1.59% 29 -885 -0.43% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 198,366 11,025 0.02% 0.02% 30 -9,866 -4.74% Q4 2025 Mar 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 194,755 10,988 0.01% 0.02% 31 +9,574 5.17% Q4 2025 Jan 08, 2026
Pacer Advisors, Inc. History Reduced 196,938 10,945 0.03% 0.03% 32 -30,834 -13.54% Q4 2025 Feb 24, 2026
J.W. COLE ADVISORS, INC. History Reduced 191,845 10,662 0.26% 0.22% 33 -13,849 -6.73% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Reduced 185,067 10,286 0.05% 0.05% 34 -6,145 -3.21% Q4 2025 Feb 17, 2026
Creative Planning History Added to 162,922 9,055 0.01% 0.01% 35 +7,475 4.81% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 161,048 8,951 0.05% 0.05% 36 -1,135 -0.7% Q4 2025 Feb 12, 2026
Financial Enhancement Group LLC History Reduced 155,263 8,672 1.13% 1.18% 37 -3,038 -1.92% Q4 2025 Jan 23, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 150,627 8,371 1.15% 1.19% 38 -2,488 -1.62% Q4 2025 Jan 23, 2026
MONECO ADVISORS, LLC History Reduced 150,456 8,362 0.66% 0.77% 39 -17,045 -10.18% Q4 2025 Feb 04, 2026
AlphaCore Capital LLC History New 147,310 8,274 0.18% 40 +147,310 New Q4 2025 Feb 05, 2026
Concurrent Investment Advisors, LLC History Added to 132,957 7,389 0.08% 0.12% 41 +4,922 3.84% Q4 2025 Jan 29, 2026
INVENIO WEALTH PARTNERS LLC History Reduced 117,944 6,555 2.44% 2.61% 42 -12,927 -9.88% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 112,815 6,270 0.01% 0.01% 43 +4,378 4.04% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Reduced 111,921 6,220 0.03% 0.04% 44 -14,541 -11.5% Q4 2025 Jan 12, 2026
PFG Advisors History Added to 111,348 6,188 0.3% 0.25% 45 +99 0.09% Q4 2025 Jan 27, 2026
AMERIPRISE FINANCIAL INC History Reduced 111,077 6,173 0.0% 0.0% 46 -51,462 -31.66% Q4 2025 Feb 17, 2026
Gaddis Premier Wealth Advisors LLC History New 104,805 5,825 4.42% 47 +104,805 New Q4 2025 Feb 11, 2026
ORG Partners LLC History Reduced 102,312 5,686 1.0% 1.04% 48 -2,168 -2.08% Q4 2025 Jan 14, 2026
Bryn Mawr Trust Advisors, LLC History Added to 94,526 5,253 0.25% 0.15% 49 +39,438 71.59% Q4 2025 Feb 04, 2026
Pacific Park Financial, Inc. History New 92,151 5,121 3.2% 50 +92,151 New Q4 2025 Jan 30, 2026
Sanctuary Advisors, LLC History Added to 86,661 4,816 0.03% 0.01% 51 +69,256 397.91% Q4 2025 Jan 29, 2026
Western Wealth Management, LLC History Added to 84,835 4,715 0.22% 0.03% 52 +74,369 710.58% Q4 2025 Feb 05, 2026
Vienna Asset Management LLC History Reduced 84,334 4,687 2.66% 2.94% 53 -5,899 -6.54% Q4 2025 Feb 13, 2026
Curtis Advisory Group, LLC History Added to 80,151 4,454 0.93% 0.99% 54 +3 0.0% Q4 2025 Jan 23, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 78,303 4,352 0.91% 1.07% 55 +3,164 4.21% Q4 2025 Feb 13, 2026
OFC FINANCIAL PLANNING, LLC History Added to 78,056 4,338 4.12% 4.19% 56 +778 1.01% Q4 2025 Feb 04, 2026
CITIGROUP INC History Added to 76,071 4,228 0.0% 0.0% 57 +13,876 22.31% Q4 2025 Feb 13, 2026
Aft, Forsyth & Sober, LLC History No change 68,550 3,810 1.15% 1.16% 58 0 0.0% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 68,266 3,794 0.07% 0.08% 59 +3,191 4.9% Q4 2025 Feb 06, 2026
Aspire Capital Advisors LLC History Added to 65,351 3,632 0.85% 0.84% 60 +3,296 5.31% Q4 2025 Jan 16, 2026
BEAM WEALTH ADVISORS, INC. History Added to 57,994 3,223 0.88% 0.74% 61 +8,555 17.3% Q4 2025 Feb 04, 2026
Janney Montgomery Scott LLC History Added to 57,935 3,220 0.01% 0.01% 62 +3,821 7.06% Q4 2025 Feb 11, 2026
Soltis Investment Advisors LLC History Reduced 54,091 3,006 0.2% 0.28% 63 -21,096 -28.06% Q4 2025 Apr 02, 2026
WBI INVESTMENTS, LLC History Added to 53,541 2,975 0.78% 0.64% 64 +7,636 16.63% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 50,904 2,830 0.05% 0.04% 65 +10,534 26.09% Q4 2025 Feb 09, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 49,597 2,756 0.57% 0.68% 66 -7,267 -12.78% Q4 2025 Jan 22, 2026
Capital Investment Advisory Services, LLC History Added to 47,523 2,641 0.19% 0.2% 67 +1,162 2.51% Q4 2025 Jan 21, 2026
Stratos Wealth Partners, LTD. History Reduced 47,265 2,627 0.03% 0.03% 68 -1,690 -3.45% Q4 2025 Jan 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 45,774 2,544 0.16% 0.17% 69 -586 -1.26% Q4 2025 Feb 06, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 44,118 2,452 0.14% 0.15% 70 +964 2.23% Q4 2025 Feb 04, 2026
CENTRAL TRUST Co History Reduced 43,688 2,428 0.05% 0.05% 71 -2,819 -6.06% Q4 2025 Feb 02, 2026
One Degree Advisors Inc History Added to 41,060 2,282 0.63% 0.62% 72 +4,212 11.43% Q4 2025 Feb 06, 2026
Oder Investment Management, LLC History Reduced 40,524 2,252 1.63% 1.63% 73 -882 -2.13% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Reduced 39,366 2,187 0.04% 0.05% 74 -3,331 -7.8% Q4 2025 Jan 14, 2026
CRUX WEALTH ADVISORS History New 38,555 2,142 0.8% 75 +38,555 New Q4 2025 Jan 21, 2026
CALTON & ASSOCIATES, INC. History Reduced 37,403 2,078 0.31% 0.31% 76 -428 -1.13% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Added to 37,073 2,060 0.02% 0.02% 77 +146 0.4% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 36,380 2,022 0.01% 0.01% 78 +1,052 2.98% Q4 2025 Jan 29, 2026
Kathmere Capital Management, LLC History Reduced 35,945 1,997 0.13% 0.15% 79 -1,779 -4.72% Q4 2025 Jan 13, 2026
Lunt Capital Management, Inc. History Reduced 35,042 1,947 0.73% 0.9% 80 -7,801 -18.21% Q4 2025 Jan 23, 2026
Perennial Investment Advisors, LLC History Reduced 34,481 1,916 0.15% 0.16% 81 -939 -2.65% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 33,740 1,875 0.01% 0.01% 82 +1,040 3.18% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 33,612 1,868 0.07% 0.07% 83 +7,496 28.7% Q4 2025 Feb 09, 2026
Forefront Wealth Partners, LLC History Added to 33,526 1,863 0.88% 0.37% 84 +6,584 24.44% Q4 2025 Feb 06, 2026
WealthShield Partners, LLC History Reduced 31,307 1,740 0.19% 0.2% 85 -612 -1.92% Q4 2025 Feb 03, 2026
XY Planning Network, Inc. History Added to 30,909 1,717 0.3% 0.26% 86 +16,032 107.76% Q4 2025 Jan 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 30,856 1,714 0.02% 0.02% 87 +24 0.08% Q4 2025 Jan 29, 2026
ADE, LLC History No change 30,114 1,673 0.81% 0.83% 88 0 0.0% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 29,914 1,662 0.03% 0.04% 89 -2,326 -7.21% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 29,037 1,613 0.04% 0.04% 90 +49 0.17% Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History No change 28,921 1,607 0.14% 0.14% 91 0 0.0% Q4 2025 Jan 26, 2026
COMERICA BANK History Reduced 28,309 1,573 0.01% 0.01% 92 -520 -1.8% Q4 2025 Jan 29, 2026
OPPENHEIMER & CO INC History Added to 27,156 1,509 0.02% 0.02% 93 +484 1.81% Q4 2025 Feb 02, 2026
&PARTNERS History Reduced 26,229 1,457 0.01% 0.01% 94 -11,971 -31.34% Q4 2025 Feb 17, 2026
Advisor Resource Council History Reduced 26,220 1,457 0.52% 2.07% 95 -1,723 -6.17% Q4 2025 Feb 10, 2026
Camarda Financial Advisors, LLC History Reduced 23,659 1,314 0.5% 0.5% 96 -1,151 -4.64% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 23,399 1,300 0.01% 0.01% 97 -207 -0.88% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 22,979 1,277 0.0% 0.0% 98 +602 2.69% Q4 2025 Feb 13, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 22,329 1,241 0.48% 0.37% 99 +4,946 28.45% Q4 2025 Feb 13, 2026
Strategic Financial Partners, Ltd. History Added to 21,993 1,222 0.53% 0.54% 100 +470 2.18% Q4 2025 Feb 11, 2026
Summit Financial, LLC History New 19,323 1,085 0.02% 101 +19,323 New Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 19,418 1,079 0.01% 0.01% 102 -3,973 -16.99% Q4 2025 Feb 17, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 19,395 1,077 0.18% 0.17% 103 +1,017 5.53% Q4 2025 Jan 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 19,058 1,059 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Added to 18,720 1,052 0.05% 0.04% 105 +693 3.84% Q4 2025 Feb 12, 2026
SAXON INTERESTS, INC. History Reduced 17,939 997 0.35% 0.37% 106 -140 -0.77% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 17,577 976 0.03% 0.03% 107 +520 3.05% Q4 2025 Jan 30, 2026
Arax Advisory Partners History New 17,070 948 0.03% 108 +17,070 New Q4 2025 Feb 13, 2026
Welch Group, LLC History Reduced 16,238 902 0.03% 0.04% 109 -327 -1.97% Q4 2025 Jan 26, 2026
American Institute for Advanced Investment Management, LLP History Reduced 16,106 894 0.57% 0.59% 110 -368 -2.23% Q4 2025 Feb 04, 2026
Ameritas Advisory Services, LLC History Added to 14,840 824 0.03% 0.05% 111 +598 4.2% Q4 2025 Feb 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 13,912 773 0.04% 0.05% 112 -656 -4.5% Q4 2025 Jan 28, 2026
WCG Wealth Advisors LLC History Reduced 13,894 772 0.02% 0.05% 113 -1,884 -11.94% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 13,742 763 0.01% 0.01% 114 -1,723 -11.14% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 13,671 759 0.0% 0.0% 115 -2,687 -16.43% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 13,535 752 0.0% 116 +13,535 New Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 13,145 730 0.05% 0.05% 117 -184 -1.38% Q4 2025 Feb 03, 2026
World Investment Advisors History Added to 12,709 706 0.01% 0.01% 118 +1,417 12.55% Q4 2025 Mar 12, 2026
Apollon Wealth Management, LLC History No change 12,210 678 0.01% 0.01% 119 0 0.0% Q4 2025 Jan 22, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 12,000 666 0.16% 0.16% 120 0 0.0% Q4 2025 Jan 20, 2026
JBR Co Financial Management Inc History Reduced 11,894 661 0.28% 0.29% 121 -598 -4.79% Q4 2025 Jan 06, 2026
Optivise Advisory Services LLC History Reduced 11,547 641 0.37% 1.03% 122 -20,038 -63.44% Q4 2025 Jan 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 11,483 638 0.05% 0.04% 123 -175 -1.5% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 11,328 629 0.0% 0.0% 124 -96,676 -89.51% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History No change 10,993 610 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 17, 2026
Legacy Trust History No change 10,903 605 0.11% 0.12% 126 0 0.0% Q4 2025 Jan 22, 2026
EverSource Wealth Advisors, LLC History No change 10,551 586 0.02% 0.02% 127 0 0.0% Q4 2025 Feb 06, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 10,017 556 0.07% 0.07% 128 -254 -2.47% Q4 2025 Jan 26, 2026
Alchemi Wealth, LLC History New 9,718 540 0.3% 130 +9,718 New Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Added to 9,718 540 0.08% 0.06% 129 +2,836 41.21% Q4 2025 Jan 08, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 9,441 524 0.12% 0.13% 131 -9 -0.1% Q4 2025 Jan 09, 2026
Gladstone Institutional Advisory LLC History Reduced 9,290 516 0.02% 0.02% 132 -55 -0.59% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History No change 9,180 510 0.01% 0.01% 133 0 0.0% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Reduced 8,957 505 0.02% 0.02% 134 -597 -6.25% Q4 2025 Jan 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 8,957 497 0.01% 0.01% 135 -597 -6.25% Q4 2025 Feb 19, 2026
Mayflower Financial Advisors, LLC History No change 8,308 461 0.06% 0.06% 136 0 0.0% Q4 2025 Jan 13, 2026
Baird Financial Group, Inc. History Added to 8,186 454 0.0% 0.0% 137 +126 1.56% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History New 8,160 453 0.02% 138 +8,160 New Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Reduced 8,038 446 0.02% 0.02% 139 -643 -7.41% Q4 2025 Feb 13, 2026
FMR LLC History Added to 7,950 441 0.0% 0.0% 140 +55 0.7% Q4 2025 Feb 17, 2026
Carnegie Lake Advisors LLC History No change 7,873 437 0.17% 0.17% 141 0 0.0% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 7,861 436 0.0% 142 +7,861 New Q4 2025 Feb 18, 2026
Beacon Pointe Advisors, LLC History No change 7,762 431 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 18, 2026
Oregon Pacific Wealth Management, LLC History Reduced 7,355 408 0.42% 0.36% 144 -267 -3.5% Q4 2025 Jan 16, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 7,335 407 0.02% 0.02% 145 0 0.0% Q4 2025 Feb 10, 2026
PATTEN & PATTEN INC/TN History No change 7,295 405 0.02% 0.02% 146 0 0.0% Q4 2025 Feb 03, 2026
BCS Wealth Management History Added to 7,080 393 0.04% 0.06% 147 +2,192 44.84% Q4 2025 Jan 26, 2026
Hyundai Investments Co., Ltd. History New 6,952 389 0.38% 148 +6,952 New Q4 2025 Feb 17, 2026
Allworth Financial LP History New 6,934 385 0.0% 149 +6,934 New Q4 2025 Feb 05, 2026
Redhawk Wealth Advisors, Inc. History No change 6,784 377 0.04% 0.04% 150 0 0.0% Q4 2025 Jan 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 6,694 372 0.0% 0.0% 151 -1,603 -19.32% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History New 6,629 368 0.01% 152 +6,629 New Q4 2025 Feb 03, 2026
Gambit Capital Management, LLC History New 6,519 362 0.26% 153 +6,519 New Q4 2025 Feb 06, 2026
Belpointe Asset Management LLC History New 6,312 350 0.01% 154 +6,312 New Q4 2025 Jan 27, 2026
Advisory Services Network, LLC History No change 6,233 346 0.0% 0.01% 155 0 0.0% Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 6,141 341 0.02% 156 +6,141 New Q4 2025 Feb 10, 2026
Ferguson Shapiro LLC History Reduced 6,082 338 0.1% 0.14% 157 -1,675 -21.59% Q4 2025 Jan 26, 2026
Clarus Group, Inc. History No change 6,091 338 0.12% 0.12% 158 0 0.0% Q4 2025 Jan 16, 2026
WEDBUSH SECURITIES INC History Added to 6,048 336 0.01% 0.01% 159 +833 15.97% Q4 2025 Feb 12, 2026
Wealthspire Retirement, LLC History New 5,801 322 0.02% 160 +5,801 New Q4 2025 Feb 18, 2026
Sovereign Financial Group, Inc. History Reduced 5,767 320 0.06% 0.06% 161 -9 -0.16% Q4 2025 Jan 07, 2026
HBW ADVISORY SERVICES LLC History Added to 5,718 317 0.03% 0.03% 162 +245 4.48% Q4 2025 Jan 23, 2026
Spire Wealth Management History Reduced 5,631 312 0.01% 0.01% 163 -30 -0.53% Q4 2025 Jan 14, 2026
HMV Wealth Advisors, LLC History No change 5,500 305 0.15% 0.17% 164 0 0.0% Q4 2025 Jan 20, 2026
Post Resch Tallon Group Inc. History Added to 5,450 302 0.26% 0.2% 165 +1,300 31.33% Q4 2025 Jan 09, 2026
Farther Finance Advisors, LLC History Added to 5,416 301 0.0% 0.0% 166 +3,367 164.32% Q4 2025 Jan 23, 2026
True North Advisors, LLC History No change 5,195 288 0.04% 0.05% 167 0 0.0% Q4 2025 Jan 22, 2026
SWS Partners History No change 5,054 283 0.07% 0.07% 168 0 0.0% Q4 2025 Jan 16, 2026
MATHER GROUP, LLC. History New 5,067 281 0.0% 169 +5,067 New Q4 2025 Jan 13, 2026
ELEMENT POINTE ADVISORS, LLC History No change 5,027 279 0.05% 0.06% 170 0 0.0% Q4 2025 Feb 13, 2026
Insight Advisors, LLC/ PA History Reduced 4,999 277 0.04% 0.04% 171 -115 -2.25% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Reduced 4,885 271 0.0% 0.0% 172 -1,030 -17.41% Q4 2025 Feb 05, 2026
Ankerstar Wealth, LLC History New 4,800 269 0.27% 175 +4,800 New Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History Added to 4,804 269 0.02% 0.0% 174 +4,608 2351.02% Q4 2025 Jan 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 4,849 269 0.0% 0.0% 173 +428 9.68% Q4 2025 Feb 18, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 4,815 267 0.02% 0.02% 176 -835 -14.78% Q4 2025 Feb 13, 2026
Kinloch Capital, LLC History Reduced 4,732 263 0.11% 0.11% 177 -22 -0.46% Q4 2025 Feb 20, 2026
Koss-Olinger Consulting, LLC History Reduced 4,666 259 0.02% 2.42% 178 -573,357 -99.19% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Reduced 4,626 257 0.0% 0.0% 179 -1 -0.02% Q4 2025 Feb 10, 2026
BNB Wealth Management, LLC History New 4,565 253 0.16% 180 +4,565 New Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History No change 4,543 252 0.0% 0.0% 181 0 0.0% Q4 2025 Feb 12, 2026
Cyndeo Wealth Partners, LLC History No change 4,529 251 0.01% 0.01% 182 0 0.0% Q4 2025 Jan 07, 2026
Mascagni Wealth Management, Inc. History Reduced 4,461 247 0.18% 0.19% 183 -98 -2.15% Q4 2025 Feb 11, 2026
FLAGSTAR ADVISORS INC History No change 4,363 245 0.08% 0.07% 184 0 0.0% Q4 2025 Jan 13, 2026
Inspire Advisors, LLC History Reduced 4,371 242 0.02% 0.02% 185 -356 -7.53% Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Reduced 4,355 242 0.07% 0.08% 186 -36 -0.82% Q4 2025 Jan 26, 2026
Proactive Wealth Strategies LLC History Reduced 4,286 238 0.09% 0.1% 187 -1 -0.02% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 4,168 234 0.0% 188 +4,168 New Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc. History No change 4,225 234 0.07% 0.07% 189 0 0.0% Q4 2025 Jan 26, 2026
GSG Advisors LLC History No change 4,151 230 0.06% 0.06% 190 0 0.0% Q4 2025 Jan 08, 2026
New England Private Wealth Advisors LLC History No change 4,108 228 0.03% 0.03% 191 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History Added to 4,081 226 0.05% 0.04% 192 +880 27.49% Q4 2025 Jan 23, 2026
Focus Partners Wealth History New 3,849 214 0.0% 193 +3,849 New Q4 2025 Feb 13, 2026
XML Financial, LLC History No change 3,846 213 0.02% 0.02% 194 0 0.0% Q4 2025 Feb 11, 2026
Tempus Wealth Planning, LLC History Reduced 3,790 210 0.05% 0.06% 195 -1,220 -24.35% Q4 2025 Jan 16, 2026
Castle Rock Wealth Management, LLC History Reduced 3,739 209 0.05% 0.06% 196 -1,437 -27.76% Q4 2025 Feb 05, 2026
Bryant Woods Investment Advisors, LLC History No change 3,718 206 0.08% 0.08% 197 0 0.0% Q4 2025 Jan 23, 2026
ASSETMARK, INC History Reduced 3,672 204 0.0% 0.0% 198 -1,369 -27.16% Q4 2025 Jan 23, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History New 3,602 200 0.11% 199 +3,602 New Q4 2025 Jan 08, 2026
AMERIFLEX GROUP, INC. History Reduced 3,516 195 0.1% 0.14% 200 -3,516 -50.0% Q4 2025 Feb 18, 2026
BlackRock, Inc. History Added to 3,503 194 0.0% 0.0% 201 +1,073 44.16% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History No change 3,161 175 0.01% 0.01% 202 0 0.0% Q4 2025 Jan 27, 2026
Golden State Wealth Management, LLC History Reduced 2,662 147 0.02% 0.02% 203 -626 -19.04% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 2,461 136 0.02% 205 +2,461 New Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History New 2,450 136 0.01% 204 +2,450 New Q4 2025 Feb 10, 2026
1 NORTH WEALTH SERVICES LLC History Reduced 2,410 133 0.05% 0.07% 206 -680 -22.01% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History No change 2,013 111 0.02% 0.02% 207 0 0.0% Q4 2025 Jan 23, 2026
CWM, LLC History No change 1,857 103 0.0% 0.0% 208 0 0.0% Q4 2025 Jan 26, 2026
JPMORGAN CHASE & CO History Added to 1,837 102 0.0% 0.0% 209 +539 41.53% Q4 2025 Feb 11, 2026
Oakworth Capital, Inc. History No change 1,560 86 0.0% 0.0% 210 0 0.0% Q4 2025 Jan 30, 2026
EASTERN BANK History No change 1,500 83 0.0% 0.0% 211 0 0.0% Q4 2025 Jan 14, 2026
MAI Capital Management History New 1,386 77 0.0% 212 +1,386 New Q4 2025 Feb 13, 2026
Sankala Group LLC History New 1,371 76 0.06% 213 +1,371 New Q4 2025 Mar 02, 2026
Twin Lakes Capital Management, LLC History No change 1,277 70 0.03% 0.03% 214 0 0.0% Q4 2025 Feb 04, 2026
Operose Advisors LLC History No change 1,207 67 0.02% 0.02% 215 0 0.0% Q4 2025 Feb 10, 2026
AE Wealth Management LLC History Added to 1,136 63 0.0% 0.0% 216 +1,082 2003.7% Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 1,129 62 0.03% 217 +1,129 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History No change 1,048 58 0.0% 0.0% 218 0 0.0% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 999 55 0.0% 0.0% 219 +499 99.8% Q4 2025 Jan 30, 2026
NBC SECURITIES, INC. History No change 1,000 55 0.0% 0.0% 220 0 0.0% Q4 2025 Jan 29, 2026
Colonial Trust Co / SC History Reduced 927 51 0.01% 0.01% 221 -73 -7.3% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History No change 862 47 0.0% 0.0% 222 0 0.0% Q4 2025 Jan 13, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 753 41 0.01% 0.01% 223 0 0.0% Q4 2025 Jan 05, 2026
ORG Wealth Partners, LLC History No change 639 35 0.01% 0.01% 224 0 0.0% Q4 2025 Jan 14, 2026
SJS Investment Consulting Inc. History No change 600 33 0.0% 0.0% 225 0 0.0% Q4 2025 Jan 21, 2026
Larson Financial Group LLC History No change 560 31 0.0% 0.0% 226 0 0.0% Q4 2025 Feb 06, 2026
Realta Investment Advisors History Reduced 546 30 0.01% 0.01% 227 -176 -24.38% Q4 2025 Jan 20, 2026
Newbridge Financial Services Group, Inc. History Reduced 485 26 0.0% 0.01% 228 -160 -24.81% Q4 2025 Jan 21, 2026
Caldwell Trust Co History No change 420 23 0.0% 0.0% 229 0 0.0% Q4 2025 Jan 30, 2026
LRI Investments, LLC History No change 345 19 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 04, 2026
Wilkerson Advisory Group LLC History New 328 18 0.01% 233 +328 New Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 325 18 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History No change 337 18 0.0% 0.0% 232 0 0.0% Q4 2025 Jan 26, 2026
BankPlus Trust Department History New 318 17 0.0% 234 +318 New Q4 2025 Jan 27, 2026
Parallel Advisors, LLC History New 295 16 0.0% 236 +295 New Q4 2025 Feb 11, 2026
FINANCIAL CONSULATE, INC History No change 301 16 0.0% 0.0% 235 0 0.0% Q4 2025 Jan 22, 2026
WOLFF WIESE MAGANA LLC History Reduced 209 11 0.01% 0.02% 237 -515 -71.13% Q4 2025 Jan 14, 2026
CVA Family Office, LLC History New 159 8 0.0% 239 +159 New Q4 2025 Jan 12, 2026
Anfield Capital Management, LLC History No change 152 8 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History New 110 6 0.0% 241 +110 New Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 117 6 0.0% 0.0% 240 -26 -18.18% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History No change 75 4 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 66 3 0.0% 243 +66 New Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History No change 49 2 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 20, 2026
Safe Harbor Fiduciary, LLC History New 25 1 0.0% 245 +25 New Q4 2025 Feb 17, 2026
CAPITAL & PLANNING, LLC History Closed out 0 0 0.38% -11,233 -100.0% Q3 2025 Nov 04, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.06% -10,209 -100.0% Q3 2025 Nov 03, 2025
CreativeOne Wealth, LLC History Closed out 0 0 0.01% -8,982 -100.0% Q3 2025 Nov 13, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 0.01% -4,812 -100.0% Q3 2025 Nov 14, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -3,889 -100.0% Q3 2025 Nov 14, 2025
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -3,872 -100.0% Q3 2025 Nov 12, 2025
Sound Income Strategies, LLC History Closed out 0 0 0.0% -233 -100.0% Q3 2025 Oct 10, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 12, 2025
Blue Trust, Inc. History Closed out 0 0 0.0% -106 -100.0% Q3 2025 Oct 16, 2025
Noble Wealth Management PBC History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Jan 05, 2026
Kingdom Financial Group LLC. History New 10 0 +10 New Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 8 0 -8 -50.0% Q4 2025 Feb 17, 2026