Pacer Funds Trust - QDPL
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 | Reduced | 3,319,335 | 133,234 | 0.04% | 0.04% | 1 | -5,496 | -0.17% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,598,898 | 104,316 | 0.01% | 0.01% | 2 | +202,764 | 8.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,534,099 | 101,715 | 0.01% | 0.01% | 3 | +511,540 | 25.29% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,292,764 | 51,889 | 0.02% | 0.02% | 4 | +67,864 | 5.54% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,045,323 | 41,958 | 0.48% | 0.5% | 5 | +5,020 | 0.48% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,028,100 | 41,267 | 0.01% | 0.01% | 6 | -592,525 | -36.56% | Q1 2026 | May 15, 2026 |
| Advisory Resource Group | History | Reduced | 977,608 | 39,240 | 6.75% | 7.36% | 7 | -7,549 | -0.77% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 777,785 | 31,219 | 0.08% | 0.09% | 8 | +16,931 | 2.23% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 465,651 | 18,690 | 0.03% | 0.02% | 9 | +53,689 | 13.03% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 435,489 | 17,480 | 0.02% | 0.02% | 10 | +24,130 | 5.87% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 430,635 | 17,287 | 0.03% | 0.03% | 11 | -49,543 | -10.32% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 417,264 | 16,748 | 0.01% | 0.01% | 12 | -113,987 | -21.46% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 403,157 | 16,182 | 0.04% | 0.05% | 13 | -66,659 | -14.19% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 366,440 | 14,708 | 0.02% | 0.02% | 14 | -23,291 | -5.98% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 289,091 | 11,608 | 0.19% | 0.14% | 15 | +86,509 | 42.7% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 286,705 | 11,507 | 0.0% | 0.0% | 16 | -105,545 | -26.91% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 263,916 | 10,593 | 0.0% | 0.0% | 17 | +263,856 | 439760.0% | Q1 2026 | May 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 178,732 | 7,174 | 0.77% | 0.93% | 18 | -27,121 | -13.17% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 166,629 | 6,688 | 0.01% | 0.01% | 19 | +9,780 | 6.24% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,288 | 6,273 | 0.02% | 0.02% | 20 | +19,886 | 14.58% | Q1 2026 | Apr 30, 2026 |
| MY Wealth Management Inc. | History | Added to | 169,558 | 6,192 | 5.99% | 3.19% | 21 | +83,505 | 97.04% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Added to | 149,246 | 6,033 | 0.1% | 0.11% | 22 | +13,328 | 9.81% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 145,244 | 5,829 | 0.22% | 0.26% | 23 | -15,157 | -9.45% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 141,451 | 5,678 | 0.01% | 0.01% | 24 | -1,770 | -1.24% | Q1 2026 | Apr 22, 2026 |
| IFS Group,LLC | History | New | 133,518 | 5,359 | 4.77% | — | 25 | +133,518 | New | Q1 2026 | May 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 129,628 | 5,203 | 0.12% | 0.12% | 26 | +1,466 | 1.14% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 127,460 | 5,116 | 1.16% | 1.13% | 27 | +4,732 | 3.86% | Q1 2026 | May 15, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 125,780 | 5,048 | 3.12% | 3.87% | 28 | -8,600 | -6.4% | Q1 2026 | May 11, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 124,700 | 5,005 | 2.4% | 2.54% | 29 | +3,724 | 3.08% | Q1 2026 | May 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 96,857 | 4,259 | 2.21% | 1.89% | 30 | +28,584 | 41.87% | Q1 2026 | May 18, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 104,629 | 4,199 | 2.53% | 2.76% | 31 | -2,656 | -2.48% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 103,009 | 4,134 | 0.18% | 0.16% | 32 | +22,068 | 27.26% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 101,909 | 4,090 | 0.02% | 0.02% | 33 | +8,527 | 9.13% | Q1 2026 | May 08, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 99,371 | 3,988 | 3.8% | 3.69% | 34 | +982 | 1.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 98,013 | 3,934 | 0.01% | 0.0% | 35 | +83,048 | 554.95% | Q1 2026 | May 14, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 88,468 | 3,550 | 2.28% | 2.61% | 36 | -8,983 | -9.22% | Q1 2026 | Apr 29, 2026 |
| Code Waechter LLC | History | Added to | 85,360 | 3,426 | 2.04% | 2.01% | 37 | +11,567 | 15.67% | Q1 2026 | Apr 15, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 77,095 | 3,094 | 0.75% | 0.61% | 38 | +20,033 | 35.11% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 76,520 | 3,072 | 0.03% | 0.04% | 39 | -141 | -0.18% | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 70,613 | 3,068 | 0.12% | 0.15% | 40 | -14,178 | -16.72% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 75,463 | 3,029 | 0.07% | 0.08% | 41 | +3 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 73,478 | 2,949 | 0.05% | 0.05% | 42 | +17,668 | 31.66% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 72,379 | 2,905 | 0.0% | 0.0% | 43 | -11,320 | -13.52% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 68,319 | 2,742 | 0.2% | 0.2% | 44 | +2,532 | 3.85% | Q1 2026 | May 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 67,472 | 2,721 | 0.6% | 0.62% | 45 | +4,446 | 7.05% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 66,358 | 2,682 | 0.01% | 0.01% | 46 | -37,464 | -36.08% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 66,655 | 2,675 | 0.09% | 0.09% | 47 | +5,486 | 8.97% | Q1 2026 | May 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 66,497 | 2,669 | 0.74% | 0.56% | 48 | +20,699 | 45.2% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 65,738 | 2,638 | 0.07% | 0.1% | 49 | -20,074 | -23.39% | Q1 2026 | May 04, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 64,491 | 2,588 | 0.85% | 0.8% | 50 | +6,341 | 10.9% | Q1 2026 | Apr 10, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 64,101 | 2,572 | 1.09% | 1.19% | 51 | -2,342 | -3.52% | Q1 2026 | Apr 15, 2026 |
| Cooper Financial Group | History | New | 63,196 | 2,536 | 0.26% | — | 52 | +63,196 | New | Q1 2026 | Apr 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 56,388 | 2,459 | 0.05% | 0.06% | 53 | -3,467 | -5.79% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Reduced | 58,472 | 2,347 | 0.05% | 0.05% | 54 | -8,781 | -13.06% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 55,467 | 2,226 | 0.02% | 0.03% | 55 | +1,423 | 2.63% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 55,198 | 2,215 | 0.01% | 0.01% | 56 | -2,032 | -3.55% | Q1 2026 | May 05, 2026 |
| Anson Capital, Inc. | History | Added to | 54,861 | 2,202 | 1.51% | 1.35% | 57 | +11,330 | 26.03% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,761 | 2,157 | 0.01% | 0.01% | 58 | +3,114 | 6.15% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 53,190 | 2,150 | 0.02% | 0.03% | 59 | -12,085 | -18.51% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 53,527 | 2,148 | 0.03% | 0.03% | 60 | -1,057 | -1.94% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 48,523 | 1,947 | 0.14% | 0.12% | 61 | +10,367 | 27.17% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 46,495 | 1,866 | 0.0% | — | 62 | +46,495 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 44,780 | 1,797 | 0.02% | — | 63 | +44,780 | New | Q1 2026 | May 11, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 44,195 | 1,773 | 0.49% | 0.49% | 64 | +1,181 | 2.75% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 40,774 | 1,636 | 0.02% | 0.02% | 65 | -15 | -0.04% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 40,353 | 1,619 | 0.0% | 0.0% | 66 | +21,123 | 109.84% | Q1 2026 | May 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 40,103 | 1,609 | 0.17% | 0.16% | 67 | +2,729 | 7.3% | Q1 2026 | Apr 09, 2026 |
| Private Wealth Partners, LLC | History | No change | 39,950 | 1,603 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 39,641 | 1,598 | 0.3% | 0.44% | 69 | -15,145 | -27.64% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 39,463 | 1,595 | 0.11% | 0.11% | 70 | +2,297 | 6.18% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 39,671 | 1,592 | 0.05% | 0.04% | 71 | +1,936 | 5.13% | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 36,952 | 1,483 | 0.27% | 0.32% | 72 | -2,712 | -6.84% | Q1 2026 | May 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 35,900 | 1,448 | 0.58% | 0.62% | 73 | +200 | 0.56% | Q1 2026 | Apr 22, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 35,145 | 1,410 | 0.16% | 0.14% | 74 | +5,021 | 16.67% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 34,944 | 1,402 | 0.03% | 0.03% | 75 | +4,416 | 14.47% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 34,628 | 1,389 | 0.28% | 0.24% | 76 | +3,754 | 12.16% | Q1 2026 | Apr 08, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 34,256 | 1,384 | 1.89% | 2.12% | 77 | -5,209 | -13.2% | Q1 2026 | May 14, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 30,803 | 1,308 | 0.54% | 0.54% | 78 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BCS Wealth Management | History | Reduced | 32,427 | 1,301 | 0.27% | 0.25% | 80 | -25,479 | -44.0% | Q1 2026 | Apr 17, 2026 |
| Smart Portfolios, LLC | History | Added to | 32,415 | 1,301 | 1.3% | 1.35% | 79 | +525 | 1.65% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 31,805 | 1,276 | 0.02% | 0.06% | 81 | -76,610 | -70.66% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 31,024 | 1,245 | 0.0% | 0.0% | 82 | +1,398 | 4.72% | Q1 2026 | May 14, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 29,822 | 1,197 | 0.77% | 0.82% | 83 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| Redmond Asset Management, LLC | History | Added to | 28,407 | 1,140 | 0.31% | 0.23% | 84 | +7,280 | 34.46% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 27,989 | 1,123 | 0.02% | — | 85 | +27,989 | New | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 27,469 | 1,102 | 0.06% | 0.06% | 86 | +514 | 1.91% | Q1 2026 | Apr 15, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 26,699 | 1,071 | 0.33% | 0.34% | 87 | -384 | -1.42% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 26,267 | 1,054 | 0.04% | 0.07% | 88 | -18,332 | -41.1% | Q1 2026 | May 11, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 25,812 | 1,036 | 0.38% | 0.28% | 89 | +6,986 | 37.11% | Q1 2026 | May 04, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 25,709 | 1,031 | 0.55% | 0.99% | 90 | -16,590 | -39.22% | Q1 2026 | May 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 25,456 | 1,021 | 0.57% | 0.51% | 91 | +4,000 | 18.64% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 24,642 | 989 | 0.08% | 0.09% | 92 | -616 | -2.44% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 22,624 | 961 | 0.01% | 0.01% | 93 | -1,291 | -5.4% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 23,198 | 931 | 0.06% | 0.05% | 94 | +4,767 | 25.86% | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 22,938 | 920 | 0.6% | 2.99% | 95 | -83,692 | -78.49% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 22,772 | 914 | 0.0% | 0.01% | 96 | -5,590 | -19.71% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 22,735 | 912 | 0.05% | 0.05% | 97 | -1,161 | -4.86% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,501 | 903 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 20,552 | 824 | 0.5% | 0.65% | 99 | -2,364 | -10.32% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,501 | 822 | 0.0% | 0.0% | 100 | +577 | 2.9% | Q1 2026 | May 05, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 20,072 | 805 | 0.08% | 0.08% | 101 | +3,242 | 19.26% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 20,072 | 805 | 0.12% | 0.11% | 102 | +3,242 | 19.26% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 19,734 | 792 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | Added to | 19,341 | 776 | 0.19% | 0.17% | 104 | +3,238 | 20.11% | Q1 2026 | May 14, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 19,126 | 767 | 0.49% | 0.51% | 105 | -100 | -0.52% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Added to | 18,076 | 725 | 0.04% | 0.03% | 106 | +2,587 | 16.7% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,824 | 717 | 0.33% | 0.32% | 107 | +501 | 2.89% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 17,190 | 689 | 0.03% | 0.04% | 108 | +8,407 | 95.72% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 17,097 | 686 | 0.58% | — | 109 | +17,097 | New | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 17,001 | 682 | 0.07% | 0.07% | 110 | +2,412 | 16.53% | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 16,691 | 669 | 0.15% | 0.05% | 111 | +11,437 | 217.68% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 16,371 | 657 | 0.01% | 0.01% | 112 | +42 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 16,004 | 642 | 0.01% | — | 113 | +16,004 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 15,435 | 619 | 0.0% | 0.0% | 114 | +512 | 3.43% | Q1 2026 | May 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 15,227 | 611 | 0.05% | — | 115 | +15,227 | New | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,025 | 603 | 0.05% | 0.03% | 116 | +5,350 | 55.3% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 15,018 | 602 | 0.01% | 0.01% | 117 | -57 | -0.38% | Q1 2026 | Apr 23, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 14,658 | 588 | 0.19% | 0.24% | 118 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Added to | 14,463 | 580 | 0.01% | 0.01% | 119 | +365 | 2.59% | Q1 2026 | Apr 16, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 12,914 | 518 | 0.06% | 0.09% | 120 | -4,894 | -27.48% | Q1 2026 | May 04, 2026 |
| Maia Wealth LLC | History | Added to | 12,657 | 508 | 0.09% | 0.07% | 121 | +3,025 | 31.41% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,289 | 493 | 0.0% | 0.0% | 122 | +45 | 0.37% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 12,255 | 491 | 0.0% | 0.0% | 123 | -740 | -5.69% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 11,767 | 472 | 0.0% | 0.0% | 124 | -5,395 | -31.44% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,108 | 445 | 0.01% | 0.01% | 125 | +3,875 | 53.57% | Q1 2026 | Apr 22, 2026 |
| Alchemi Wealth, LLC | History | Added to | 10,986 | 440 | 0.24% | 0.18% | 126 | +3,018 | 37.88% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,852 | 435 | 0.0% | 0.0% | 127 | +1,916 | 21.44% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 10,668 | 430 | 0.12% | 0.11% | 128 | -332 | -3.02% | Q1 2026 | Apr 22, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 10,667 | 428 | 0.15% | 0.14% | 129 | +1,563 | 17.17% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,613 | 426 | 0.02% | 0.01% | 130 | +2,403 | 29.27% | Q1 2026 | May 12, 2026 |
| ProCore Advisors, LLC | History | Reduced | 10,247 | 411 | 0.63% | 0.53% | 131 | -1,932 | -15.86% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,988 | 391 | 0.0% | 0.0% | 132 | +3,161 | 46.3% | Q1 2026 | May 13, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 9,604 | 385 | 0.2% | 0.2% | 133 | +584 | 6.47% | Q1 2026 | Apr 21, 2026 |
| QTR Family Wealth, LLC | History | Added to | 8,873 | 379 | 0.16% | 0.17% | 134 | +13 | 0.15% | Q1 2026 | Apr 15, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 9,388 | 376 | 0.09% | 0.11% | 135 | -945 | -9.15% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,098 | 365 | 0.0% | 0.0% | 136 | +2,625 | 40.55% | Q1 2026 | May 01, 2026 |
| CAP Partners, LLC | History | New | 9,021 | 362 | 0.2% | — | 139 | +9,021 | New | Q1 2026 | Apr 28, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 9,033 | 362 | 0.22% | 0.19% | 138 | +1,611 | 21.71% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,039 | 362 | 0.01% | 0.01% | 137 | +813 | 9.88% | Q1 2026 | May 18, 2026 |
| Core Wealth Advisors, Inc. | History | New | 8,945 | 359 | 0.09% | — | 140 | +8,945 | New | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,353 | 335 | 0.02% | 0.03% | 141 | -2,861 | -25.51% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,216 | 332 | 0.02% | 0.02% | 142 | -10 | -0.12% | Q1 2026 | Apr 27, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 7,980 | 320 | 0.17% | 0.13% | 143 | +180 | 2.31% | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | New | 7,936 | 318 | 0.06% | — | 144 | +7,936 | New | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 7,768 | 311 | 0.0% | 0.0% | 145 | +1,846 | 31.17% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,729 | 310 | 0.01% | 0.01% | 146 | +24 | 0.31% | Q1 2026 | May 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 7,517 | 303 | 0.01% | 0.02% | 147 | +96 | 1.29% | Q1 2026 | Apr 27, 2026 |
| RHL GROUP, LLC | History | Added to | 7,336 | 294 | 0.25% | 0.25% | 148 | +73 | 1.01% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,078 | 284 | 0.02% | 0.02% | 149 | +273 | 4.01% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 6,717 | 281 | 0.04% | 0.04% | 150 | +1,152 | 20.7% | Q1 2026 | Apr 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 6,517 | 261 | 0.0% | 0.0% | 151 | +96 | 1.5% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,298 | 252 | 0.0% | 0.0% | 152 | -5,204 | -45.24% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 6,250 | 250 | 0.01% | — | 153 | +6,250 | New | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,177 | 247 | 0.0% | 0.0% | 154 | +1,237 | 25.04% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 6,007 | 241 | 0.0% | 0.0% | 155 | -1,828 | -23.33% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 5,974 | 239 | 0.0% | 0.0% | 156 | -753 | -11.19% | Q1 2026 | Apr 10, 2026 |
| Marshall Financial Group, LLC | History | Added to | 5,824 | 233 | 0.04% | 0.05% | 157 | +122 | 2.14% | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,774 | 231 | 0.02% | 0.04% | 158 | -4,705 | -44.9% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,430 | 217 | 0.0% | 0.0% | 159 | -5,307 | -49.43% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Added to | 5,169 | 207 | 0.04% | 0.04% | 160 | +30 | 0.58% | Q1 2026 | Apr 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 5,012 | 202 | 0.12% | — | 161 | +5,012 | New | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 4,997 | 201 | 0.01% | 0.04% | 162 | -18,404 | -78.65% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,000 | 200 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 4,713 | 189 | 0.0% | 0.0% | 164 | +645 | 15.86% | Q1 2026 | Apr 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,645 | 186 | 0.07% | 0.06% | 165 | +1,155 | 33.09% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | Added to | 4,583 | 184 | 0.04% | 0.04% | 166 | +28 | 0.61% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,482 | 179 | 0.0% | 0.0% | 167 | -565 | -11.19% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 4,022 | 161 | 0.01% | — | 168 | +4,022 | New | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,000 | 160 | 0.0% | — | 169 | +4,000 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 68,129 | 133 | 0.01% | 0.02% | 170 | -32,564 | -32.34% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 2,500 | 100 | 0.0% | — | 171 | +2,500 | New | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,841 | 73 | 0.0% | 0.0% | 172 | +1,798 | 4181.4% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,621 | 65 | 0.0% | 0.0% | 173 | +594 | 57.84% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,348 | 54 | 0.01% | — | 174 | +1,348 | New | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,250 | 53 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,059 | 42 | 0.03% | 0.06% | 176 | -747 | -41.36% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 40 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,000 | 40 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 938 | 37 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 32 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 735 | 29 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | New | 654 | 26 | 0.0% | — | 182 | +654 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | No change | 598 | 24 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 550 | 22 | 0.02% | — | 184 | +550 | New | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 503 | 20 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 475 | 19 | 0.0% | — | 187 | +475 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 475 | 19 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | No change | 350 | 14 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 285 | 12 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 224 | 8 | 0.0% | 0.0% | 190 | -1,437 | -86.51% | Q1 2026 | Apr 13, 2026 |
| Team Financial Group, LLC | History | Added to | 151 | 6 | 0.0% | 0.0% | 191 | +2 | 1.34% | Q1 2026 | May 01, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 119 | 4 | 0.0% | — | 192 | +119 | New | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -84,023 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28,949 | -100.0% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,957 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,770 | -100.0% | Q1 2026 | Apr 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,560 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,515 | -100.0% | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,327 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,935 | -100.0% | Q1 2026 | Apr 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,900 | -100.0% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,600 | -100.0% | Q1 2026 | May 19, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |