Pacer Funds Trust - PTLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 5,795,400 | 337,639 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,265,426 | 306,763 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,648,977 | 212,589 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFMG, LLC | History | No change | 2,648,509 | 154,302 | 9.29% | 9.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,327,966 | 135,627 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,193,480 | 127,792 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 2,017,796 | 122,742 | 7.96% | 7.88% | 7 | -13,581 | -0.67% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 1,125,510 | 65,572 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 936,120 | 54,538 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 740,624 | 44,075 | 0.1% | 0.1% | 10 | +1,165 | 0.16% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 749,890 | 43,689 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 661,431 | 38,534 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 615,809 | 35,876 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 540,548 | 32,168 | 0.04% | 0.04% | 14 | -49,803 | -8.44% | Q3 2026 | Nov 02, 2026 |
| Bullock Wealth Management Group | History | Added to | 537,970 | 32,073 | 13.3% | 12.99% | 15 | +22,898 | 4.45% | Q3 2026 | Oct 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 426,195 | 24,830 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 375,782 | 21,893 | 0.62% | 0.62% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 350,648 | 20,428 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 318,441 | 18,552 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 310,265 | 18,076 | 0.37% | 0.37% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MBL Wealth, LLC | History | Added to | 302,145 | 17,980 | 1.08% | 1.19% | 21 | +2,983 | 1.0% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 300,119 | 17,860 | 0.05% | 0.06% | 22 | +38 | 0.01% | Q3 2026 | Nov 02, 2026 |
| Tyche Wealth Partners LLC | History | No change | 292,286 | 17,028 | 2.39% | 2.39% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 267,262 | 15,570 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 215,000 | 12,994 | 0.02% | 0.02% | 25 | +29,078 | 15.64% | Q3 2026 | Oct 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 217,407 | 12,666 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 204,490 | 12,169 | 0.2% | 0.18% | 27 | +32,385 | 18.82% | Q3 2026 | Nov 04, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 203,972 | 12,139 | 4.97% | 5.39% | 28 | -14,704 | -6.72% | Q3 2026 | Oct 08, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 203,946 | 11,881 | 1.35% | 1.35% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 203,909 | 11,879 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 200,426 | 11,676 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 176,784 | 10,299 | 0.18% | 0.18% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 163,085 | 9,501 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 162,231 | 9,451 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 155,846 | 9,274 | 1.21% | 1.19% | 35 | +812 | 0.52% | Q3 2026 | Oct 19, 2026 |
| PFG Advisors | History | Added to | 152,160 | 9,055 | 0.46% | 0.42% | 36 | +9,903 | 6.96% | Q3 2026 | Oct 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 150,275 | 8,942 | 0.95% | — | 37 | +150,275 | New | Q3 2026 | Oct 26, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 147,102 | 8,926 | 1.03% | 1.03% | 38 | -1,570 | -1.06% | Q3 2026 | Oct 08, 2026 |
| MY Wealth Management Inc. | History | Reduced | 123,036 | 7,321 | 5.34% | 8.22% | 39 | -77,282 | -38.58% | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | Reduced | 120,435 | 7,167 | 0.0% | 0.0% | 40 | -4,149 | -3.33% | Q3 2026 | Nov 02, 2026 |
| MONECO ADVISORS, LLC | History | No change | 117,529 | 6,847 | 0.42% | 0.42% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 111,020 | 6,606 | 3.65% | 3.86% | 42 | +1,926 | 1.77% | Q3 2026 | Oct 29, 2026 |
| GLR Partners, LLC | History | Added to | 99,755 | 5,936 | 2.75% | 2.58% | 43 | +4,636 | 4.87% | Q3 2026 | Nov 04, 2026 |
| Ascentis Independent Advisors | History | New | 99,466 | 5,919 | 0.35% | — | 44 | +99,466 | New | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 101,551 | 5,916 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 92,663 | 5,514 | 0.14% | 0.16% | 46 | -17,045 | -15.54% | Q3 2026 | Oct 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 88,752 | 5,170 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 85,260 | 5,073 | 3.0% | 2.96% | 48 | -2,189 | -2.5% | Q3 2026 | Oct 13, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 82,758 | 4,924 | 0.92% | 0.93% | 49 | +690 | 0.84% | Q3 2026 | Oct 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 82,625 | 4,916 | 0.21% | 0.23% | 50 | -8,409 | -9.24% | Q3 2026 | Nov 03, 2026 |
| DAVENPORT & Co LLC | History | Added to | 77,830 | 4,631 | 0.02% | 0.02% | 51 | +1,162 | 1.52% | Q3 2026 | Oct 14, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 79,039 | 4,604 | 1.43% | 1.43% | 52 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CITIGROUP INC | History | Added to | 72,454 | 4,311 | 0.0% | 0.0% | 53 | +21,480 | 42.14% | Q3 2026 | Nov 04, 2026 |
| Henderson Brothers Financial Partners, LLC | History | Added to | 72,023 | 4,286 | 1.55% | 1.97% | 54 | +671 | 0.94% | Q3 2026 | Nov 03, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 72,368 | 4,216 | 3.74% | 3.74% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 70,725 | 4,120 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 68,647 | 3,999 | 0.69% | 0.69% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vienna Asset Management LLC | History | No change | 62,632 | 3,648 | 2.55% | 2.55% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 68,550 | 3,596 | 1.12% | 1.12% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 57,251 | 3,335 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 56,632 | 3,299 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 49,601 | 2,928 | 0.04% | 0.05% | 62 | -9,194 | -15.64% | Q3 2026 | Nov 04, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 47,893 | 2,850 | 0.46% | 0.47% | 63 | -829 | -1.7% | Q3 2026 | Oct 08, 2026 |
| Soltis Investment Advisors LLC | History | No change | 47,433 | 2,822 | 0.13% | 0.15% | 64 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 46,283 | 2,754 | 0.17% | 0.17% | 65 | -161 | -0.35% | Q3 2026 | Oct 30, 2026 |
| Summit Financial, LLC | History | No change | 47,246 | 2,752 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 45,698 | 2,719 | 0.12% | 0.12% | 67 | +3,262 | 7.69% | Q3 2026 | Nov 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 43,942 | 2,614 | 0.02% | 0.04% | 68 | -45,719 | -50.99% | Q3 2026 | Oct 16, 2026 |
| One Degree Advisors Inc | History | No change | 44,372 | 2,580 | 0.58% | 0.58% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 41,794 | 2,434 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 41,175 | 2,398 | 0.83% | 0.83% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL TRUST Co | History | No change | 40,965 | 2,386 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Regatta Research & Money Management | History | No change | 40,906 | 2,382 | 2.25% | 2.25% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 39,874 | 2,372 | 0.02% | 0.02% | 74 | +413 | 1.05% | Q3 2026 | Oct 14, 2026 |
| Oder Investment Management, LLC | History | No change | 40,620 | 2,366 | 1.59% | 1.59% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 39,617 | 2,308 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 38,637 | 2,250 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 36,357 | 2,118 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 35,845 | 2,088 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 34,242 | 2,037 | 0.06% | 0.06% | 80 | -612 | -1.76% | Q3 2026 | Oct 29, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 33,667 | 2,003 | 0.1% | 0.11% | 81 | -1,252 | -3.59% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 31,588 | 1,879 | 0.03% | 0.03% | 82 | +252 | 0.8% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,188 | 1,875 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 30,757 | 1,791 | 0.27% | 0.27% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 29,621 | 1,762 | 0.14% | 0.14% | 85 | +200 | 0.68% | Q3 2026 | Oct 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 28,565 | 1,699 | 0.02% | 0.02% | 86 | +915 | 3.31% | Q3 2026 | Oct 26, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 27,975 | 1,629 | 0.11% | 0.11% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 27,587 | 1,607 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 27,831 | 1,591 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 26,702 | 1,555 | 0.39% | 0.39% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADE, LLC | History | Reduced | 26,081 | 1,552 | 0.63% | 0.64% | 91 | -40 | -0.15% | Q3 2026 | Oct 29, 2026 |
| &PARTNERS | History | No change | 26,609 | 1,550 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 25,878 | 1,540 | 0.53% | 0.35% | 93 | +3,975 | 18.15% | Q3 2026 | Oct 26, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 24,683 | 1,469 | 1.04% | 1.1% | 94 | -105 | -0.42% | Q3 2026 | Oct 27, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 24,961 | 1,454 | 0.44% | 0.44% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 23,794 | 1,415 | 0.48% | 0.45% | 96 | +855 | 3.73% | Q3 2026 | Oct 20, 2026 |
| HRT FINANCIAL LP | History | No change | 23,642 | 1,377 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 22,663 | 1,320 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 21,401 | 1,246 | 0.47% | 0.47% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 20,196 | 1,201 | 0.26% | 0.35% | 100 | -7,010 | -25.77% | Q3 2026 | Nov 03, 2026 |
| Advisor Resource Council | History | No change | 20,072 | 1,169 | 0.33% | 0.33% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 19,516 | 1,161 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| XML Financial, LLC | History | Added to | 18,701 | 1,112 | 0.08% | 0.04% | 103 | +9,053 | 93.83% | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 19,058 | 1,110 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 18,982 | 1,105 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,409 | 1,095 | 0.0% | 0.0% | 106 | -1,663 | -8.29% | Q3 2026 | Oct 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 18,422 | 1,073 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,461 | 1,039 | 0.01% | 0.01% | 108 | -216 | -1.22% | Q3 2026 | Oct 30, 2026 |
| Advisory Services Network, LLC | History | No change | 17,830 | 1,038 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Added to | 17,238 | 1,025 | 0.03% | 0.03% | 110 | +102 | 0.6% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 17,313 | 1,008 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 16,090 | 957 | 0.34% | 0.34% | 112 | -419 | -2.54% | Q3 2026 | Oct 19, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,349 | 952 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 15,974 | 950 | 0.02% | 0.02% | 114 | +315 | 2.01% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,893 | 945 | 0.01% | 0.01% | 115 | -2,359 | -12.92% | Q3 2026 | Oct 27, 2026 |
| Gimbal Financial | History | Added to | 15,250 | 907 | 0.53% | 0.4% | 116 | +4,018 | 35.77% | Q3 2026 | Oct 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,088 | 899 | 0.05% | 0.05% | 117 | +469 | 3.21% | Q3 2026 | Nov 02, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 14,704 | 875 | 0.13% | 0.14% | 118 | -400 | -2.65% | Q3 2026 | Nov 02, 2026 |
| True North Advisors, LLC | History | Added to | 13,946 | 829 | 0.06% | 0.05% | 119 | +5,550 | 66.1% | Q3 2026 | Oct 22, 2026 |
| Atria Investments, Inc | History | Reduced | 13,846 | 823 | 0.01% | 0.01% | 120 | -574 | -3.98% | Q3 2026 | Oct 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 13,656 | 812 | 0.47% | 0.46% | 121 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Welch Group, LLC | History | No change | 13,613 | 810 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 12,895 | 751 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,210 | 726 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 12,059 | 702 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 11,885 | 692 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clark Asset Management, LLC | History | No change | 11,633 | 692 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GeoWealth Management, LLC | History | No change | 11,777 | 686 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,564 | 673 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 11,469 | 668 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,181 | 665 | 0.03% | 0.03% | 131 | -179 | -1.58% | Q3 2026 | Oct 23, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 11,020 | 655 | 0.15% | 0.14% | 132 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 11,169 | 649 | 0.25% | 0.24% | 133 | -212 | -1.86% | Q3 2026 | Oct 13, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 11,067 | 644 | 0.19% | 0.19% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,993 | 640 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Trust | History | No change | 10,903 | 635 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,868 | 633 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL & PLANNING, LLC | History | No change | 10,778 | 627 | 0.32% | 0.32% | 138 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 10,806 | 624 | 0.68% | 0.68% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,486 | 623 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| XY Planning Network, Inc. | History | Reduced | 10,397 | 618 | 0.07% | 0.08% | 141 | -1,177 | -10.17% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 11,465 | 601 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 10,061 | 598 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,242 | 596 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 9,962 | 580 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alchemi Wealth, LLC | History | No change | 9,718 | 578 | 0.26% | 0.27% | 146 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 9,412 | 560 | 0.1% | 0.1% | 147 | -40 | -0.42% | Q3 2026 | Oct 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,167 | 545 | 0.04% | 0.03% | 148 | +447 | 5.13% | Q3 2026 | Oct 08, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,298 | 541 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 9,020 | 536 | 0.06% | 0.06% | 150 | -174 | -1.89% | Q3 2026 | Oct 19, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 8,664 | 504 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,595 | 500 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,225 | 489 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,310 | 484 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,963 | 473 | 0.0% | 0.0% | 155 | +1,740 | 27.96% | Q3 2026 | Nov 04, 2026 |
| StoneX Group Inc. | History | Added to | 7,901 | 466 | 0.02% | 0.01% | 156 | +1,914 | 31.97% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Added to | 7,792 | 463 | 0.0% | 0.0% | 157 | +150 | 1.96% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,608 | 452 | 0.01% | 0.01% | 158 | +3,458 | 83.33% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,476 | 435 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 7,295 | 434 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 7,260 | 432 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 7,026 | 418 | 0.04% | 0.03% | 162 | +856 | 13.87% | Q3 2026 | Oct 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 6,797 | 404 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 6,750 | 401 | 0.28% | 0.23% | 164 | +1,000 | 17.39% | Q3 2026 | Oct 08, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 6,735 | 400 | 0.2% | 0.24% | 165 | -1,278 | -15.95% | Q3 2026 | Oct 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,823 | 397 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 6,543 | 381 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gambit Capital Management, LLC | History | No change | 6,359 | 370 | 0.22% | 0.22% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,313 | 367 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,279 | 365 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 6,222 | 362 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYKON CAPITAL LLC | History | No change | 6,193 | 360 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,133 | 357 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 420 | 327 | 0.12% | 0.13% | 174 | -5,483 | -92.88% | Q3 2026 | Nov 03, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 5,500 | 327 | 0.12% | 0.12% | 175 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,536 | 322 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,446 | 317 | 0.13% | 0.13% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,375 | 313 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,261 | 306 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WNY Asset Management, LLC | History | No change | 5,224 | 304 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SWS Partners | History | No change | 5,107 | 303 | 0.07% | 0.06% | 181 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 5,027 | 299 | 0.04% | 0.05% | 182 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Kinloch Capital, LLC | History | No change | 5,125 | 298 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 5,001 | 297 | 0.01% | 0.01% | 184 | -600 | -10.71% | Q3 2026 | Oct 30, 2026 |
| Wealthspire Retirement, LLC | History | No change | 5,053 | 294 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 4,940 | 293 | 0.02% | — | 186 | +4,940 | New | Q3 2026 | Oct 05, 2026 |
| BlackRock, Inc. | History | No change | 5,003 | 291 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,843 | 282 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Allworth Financial LP | History | No change | 4,744 | 276 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Align Financial, LLC | History | No change | 4,616 | 274 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4,549 | 265 | 0.22% | 0.22% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,543 | 264 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 4,344 | 258 | 0.16% | 0.16% | 193 | -117 | -2.62% | Q3 2026 | Oct 23, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 4,225 | 251 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Leo Wealth, LLC | History | New | 4,203 | 250 | 0.05% | — | 196 | +4,203 | New | Q3 2026 | Oct 26, 2026 |
| BNB Wealth Management, LLC | History | No change | 4,215 | 250 | 0.14% | 0.13% | 195 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Reduced | 4,185 | 249 | 0.13% | 0.13% | 197 | -300 | -6.69% | Q3 2026 | Oct 19, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 4,108 | 244 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Avion Wealth | History | No change | 4,111 | 244 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Inspire Advisors, LLC | History | No change | 4,181 | 243 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 4,168 | 242 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 3,790 | 225 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 3,688 | 224 | 0.04% | 0.04% | 204 | -51 | -1.36% | Q3 2026 | Oct 09, 2026 |
| Focus Partners Wealth | History | No change | 3,854 | 224 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 3,757 | 223 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 3,686 | 219 | 0.01% | — | 206 | +3,686 | New | Q3 2026 | Oct 05, 2026 |
| Financial Partners Group, Inc | History | New | 3,604 | 214 | 0.02% | — | 207 | +3,604 | New | Q3 2026 | Oct 19, 2026 |
| BCS Wealth Management | History | No change | 3,542 | 210 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 3,491 | 203 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 3,161 | 188 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,900 | 168 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 2,789 | 165 | 0.21% | — | 212 | +2,789 | New | Q3 2026 | Oct 13, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 2,621 | 152 | 0.2% | 0.2% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,526 | 145 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,293 | 136 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 2,205 | 128 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,132 | 126 | 0.0% | 0.0% | 217 | -645 | -23.23% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 2,136 | 124 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,034 | 121 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EASTERN BANK | History | No change | 1,500 | 89 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Latitude Advisors, LLC | History | New | 1,313 | 78 | 0.02% | — | 221 | +1,313 | New | Q3 2026 | Oct 27, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,291 | 75 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 1,208 | 70 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 1,207 | 70 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,121 | 66 | 0.02% | 0.03% | 225 | +30 | 2.75% | Q3 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,116 | 65 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,101 | 65 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ancora Advisors LLC | History | No change | 1,048 | 61 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 922 | 54 | 0.0% | — | 229 | +922 | New | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 866 | 51 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Colonial Trust Co / SC | History | No change | 854 | 49 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sankala Group LLC | History | No change | 826 | 49 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 753 | 44 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Larson Financial Group LLC | History | No change | 566 | 32 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 508 | 30 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 489 | 28 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 417 | 24 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 420 | 24 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NFSG Corp | History | No change | 388 | 23 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Asset Dedication, LLC | History | No change | 337 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 326 | 19 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Providence Capital Advisors, LLC | History | No change | 323 | 18 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 301 | 17 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LRI Investments, LLC | History | No change | 300 | 17 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dunhill Financial, LLC | History | No change | 262 | 15 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 244 | 14 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 220 | 12 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 209 | 12 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 191 | 11 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CVA Family Office, LLC | History | No change | 159 | 9 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 160 | 9 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 120 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 99 | 5 | 0.0% | 0.01% | 253 | -540 | -84.51% | Q3 2026 | Nov 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 75 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 49 | 2 | 0.0% | — | 255 | +49 | New | Q3 2026 | Oct 26, 2026 |
| GK Wealth Management LLC | History | New | 42 | 2 | 0.0% | — | 256 | +42 | New | Q3 2026 | Oct 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 25 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.05% | — | -5,001 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Grandview Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,500 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -821 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |