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 | Added to | 3,324,831 | 141,238 | 0.04% | 0.04% | 1 | +205,960 | 6.6% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,396,134 | 101,787 | 0.01% | 0.01% | 2 | +236,139 | 10.93% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,022,559 | 85,918 | 0.01% | 0.0% | 3 | +451,429 | 28.73% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,620,625 | 68,844 | 0.01% | — | 4 | +1,620,625 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,224,900 | 52,033 | 0.02% | 0.02% | 5 | +96,570 | 8.56% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,040,303 | 44,192 | 0.5% | 0.5% | 6 | +23,506 | 2.31% | Q4 2025 | Jan 20, 2026 |
| Advisory Resource Group | History | Added to | 985,157 | 41,849 | 7.36% | 7.3% | 7 | +13,508 | 1.39% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 760,854 | 32,321 | 0.09% | 0.08% | 8 | +75,517 | 11.02% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 531,251 | 22,567 | 0.01% | 0.01% | 9 | +185,509 | 53.66% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 480,178 | 20,400 | 0.03% | 0.03% | 10 | -39,850 | -7.66% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 469,816 | 19,957 | 0.05% | 0.05% | 11 | +64,328 | 15.86% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 411,962 | 17,500 | 0.02% | 0.02% | 12 | +46,470 | 12.71% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 411,359 | 17,474 | 0.02% | 0.02% | 13 | +10,072 | 2.51% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 392,250 | 16,662 | 0.0% | 0.0% | 14 | -1,232 | -0.31% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 389,731 | 16,555 | 0.02% | 0.01% | 15 | +92,645 | 31.18% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 205,853 | 8,744 | 0.93% | 0.97% | 16 | -7,194 | -3.38% | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | Added to | 202,582 | 8,608 | 0.14% | 0.13% | 17 | +23,867 | 13.35% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 160,401 | 6,813 | 0.26% | 0.26% | 18 | +878 | 0.55% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,849 | 6,662 | 0.01% | 0.01% | 19 | +176 | 0.11% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 143,221 | 6,084 | 0.01% | 0.01% | 20 | -1,334 | -0.92% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 136,402 | 5,794 | 0.02% | 0.02% | 21 | +35,635 | 35.36% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 135,918 | 5,773 | 0.11% | 0.09% | 22 | +27,828 | 25.75% | Q4 2025 | Feb 17, 2026 |
| Stillwater Wealth Management Group | History | Added to | 134,380 | 5,708 | 3.87% | 3.37% | 23 | +19,530 | 17.0% | Q4 2025 | Jan 27, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 122,728 | 5,213 | 1.13% | 1.17% | 24 | +1,229 | 1.01% | Q4 2025 | Feb 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 120,976 | 5,209 | 2.54% | 2.53% | 25 | +10,302 | 9.31% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 108,415 | 4,605 | 0.06% | 0.06% | 26 | +955 | 0.89% | Q4 2025 | Feb 05, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 107,285 | 4,557 | 2.76% | 2.73% | 27 | +5,526 | 5.43% | Q4 2025 | Jan 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 106,630 | 4,529 | 2.99% | 2.81% | 28 | +2,072 | 1.98% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 103,822 | 4,468 | 0.01% | 0.01% | 29 | +8,123 | 8.49% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 100,693 | 4,277 | 0.02% | 0.02% | 30 | +6,013 | 6.35% | Q4 2025 | Feb 18, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 98,389 | 4,179 | 3.69% | — | 31 | +98,389 | New | Q4 2025 | Feb 17, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 97,451 | 4,139 | 2.61% | — | 32 | +97,451 | New | Q4 2025 | Feb 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 93,382 | 3,966 | 0.02% | 0.02% | 33 | -168 | -0.18% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 85,812 | 3,656 | 0.1% | 0.09% | 34 | +9,165 | 11.96% | Q4 2025 | Jan 30, 2026 |
| MY Wealth Management Inc. | History | Added to | 86,053 | 3,655 | 3.19% | 3.11% | 35 | +1,360 | 1.61% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 84,791 | 3,649 | 0.15% | 0.17% | 36 | -8,468 | -9.08% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 84,023 | 3,569 | 0.06% | 0.08% | 37 | -9,236 | -9.9% | Q4 2025 | Feb 19, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 83,699 | 3,555 | 0.0% | 0.0% | 38 | +6,772 | 8.8% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 80,941 | 3,438 | 0.16% | 0.11% | 39 | +28,236 | 53.57% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 76,661 | 3,257 | 0.04% | 0.03% | 40 | +2,869 | 3.89% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 75,460 | 3,205 | 0.08% | 0.02% | 41 | +59,839 | 383.07% | Q4 2025 | Jan 28, 2026 |
| Code Waechter LLC | History | Added to | 73,793 | 3,134 | 2.01% | 1.93% | 42 | +2,575 | 3.62% | Q4 2025 | Jan 26, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 68,273 | 2,900 | 1.89% | — | 43 | +68,273 | New | Q4 2025 | Apr 02, 2026 |
| Dakota Wealth Management | History | New | 67,253 | 2,856 | 0.05% | — | 44 | +67,253 | New | Q4 2025 | Jan 13, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 66,443 | 2,822 | 1.19% | 1.26% | 45 | -4,771 | -6.7% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 65,787 | 2,794 | 0.2% | 0.16% | 46 | +16,479 | 33.42% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | New | 65,275 | 2,772 | 0.03% | — | 47 | +65,275 | New | Q4 2025 | Jan 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 63,026 | 2,688 | 0.62% | 0.62% | 48 | +2,262 | 3.72% | Q4 2025 | Jan 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 61,169 | 2,598 | 0.09% | 0.09% | 49 | +1,587 | 2.66% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 59,855 | 2,573 | 0.06% | 0.07% | 50 | -1,506 | -2.45% | Q4 2025 | Jan 28, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 58,150 | 2,470 | 0.8% | 0.8% | 51 | +2,152 | 3.84% | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | Added to | 57,906 | 2,459 | 0.25% | 0.22% | 52 | +34,772 | 150.31% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 57,230 | 2,431 | 0.01% | 0.01% | 53 | +27,146 | 90.23% | Q4 2025 | Jan 29, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 57,062 | 2,423 | 0.61% | 0.1% | 54 | +47,762 | 513.57% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 55,810 | 2,370 | 0.05% | 0.04% | 55 | +10,558 | 23.33% | Q4 2025 | Feb 09, 2026 |
| Requisite Capital Management, LLC | History | Added to | 54,786 | 2,336 | 0.44% | 0.38% | 56 | +443 | 0.82% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 54,584 | 2,318 | 0.03% | 0.03% | 57 | +1,267 | 2.38% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 54,044 | 2,295 | 0.03% | 0.02% | 58 | +814 | 1.53% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 50,647 | 2,151 | 0.01% | 0.01% | 59 | -5,141 | -9.22% | Q4 2025 | Feb 17, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 45,798 | 1,945 | 0.56% | 0.56% | 60 | +1,447 | 3.26% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 44,599 | 1,894 | 0.07% | 0.04% | 61 | +24,255 | 119.22% | Q4 2025 | Feb 09, 2026 |
| Anson Capital, Inc. | History | Added to | 43,531 | 1,849 | 1.35% | 1.16% | 62 | +6,626 | 17.95% | Q4 2025 | Feb 04, 2026 |
| Daybright Advisory Services, Inc. | History | New | 43,014 | 1,827 | 0.49% | — | 63 | +43,014 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 42,299 | 1,796 | 0.99% | — | 64 | +42,299 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,789 | 1,732 | 0.02% | 0.02% | 65 | +3,077 | 8.16% | Q4 2025 | Jan 29, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 39,950 | 1,697 | 0.12% | 0.12% | 66 | -1,000 | -2.44% | Q4 2025 | Jan 27, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 39,664 | 1,684 | 0.32% | 0.34% | 67 | -2,948 | -6.92% | Q4 2025 | Feb 12, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 39,465 | 1,676 | 2.12% | 2.03% | 68 | -1,180 | -2.9% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | New | 38,156 | 1,620 | 0.12% | — | 69 | +38,156 | New | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 37,735 | 1,602 | 0.04% | 0.03% | 70 | +871 | 2.36% | Q4 2025 | Feb 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 37,374 | 1,587 | 0.16% | 0.14% | 71 | +5,429 | 16.99% | Q4 2025 | Jan 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 37,166 | 1,578 | 0.11% | 0.12% | 72 | +858 | 2.36% | Q4 2025 | Feb 03, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 35,700 | 1,522 | 0.62% | 0.46% | 73 | +10,200 | 40.0% | Q4 2025 | Jan 22, 2026 |
| Smart Portfolios, LLC | History | New | 31,890 | 1,354 | 1.35% | — | 74 | +31,890 | New | Q4 2025 | Jan 30, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 30,874 | 1,311 | 0.24% | 0.23% | 75 | +2,160 | 7.52% | Q4 2025 | Jan 12, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 30,803 | 1,308 | 0.54% | — | 76 | +30,803 | New | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 30,528 | 1,296 | 0.03% | 0.02% | 77 | +8,167 | 36.52% | Q4 2025 | Feb 03, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 30,124 | 1,279 | 0.14% | 0.12% | 78 | +5,812 | 23.91% | Q4 2025 | Feb 06, 2026 |
| BNB Wealth Management, LLC | History | New | 29,823 | 1,266 | 0.82% | — | 79 | +29,823 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,626 | 1,258 | 0.0% | 0.0% | 80 | +141 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | New | 28,949 | 1,234 | 0.03% | — | 81 | +28,949 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 28,362 | 1,204 | 0.01% | 0.01% | 82 | -3,610 | -11.29% | Q4 2025 | Feb 18, 2026 |
| FOCUSED ALPHA, LLC | History | New | 27,083 | 1,150 | 0.34% | — | 83 | +27,083 | New | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 26,955 | 1,145 | 0.06% | 0.07% | 84 | +310 | 1.16% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | Added to | 25,258 | 1,072 | 0.09% | 0.09% | 85 | +30 | 0.12% | Q4 2025 | Feb 26, 2026 |
| Kovack Advisors, Inc. | History | New | 23,896 | 1,015 | 0.05% | — | 87 | +23,896 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,915 | 1,015 | 0.01% | 0.01% | 86 | +302 | 1.28% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 23,401 | 998 | 0.04% | 0.05% | 88 | -1,913 | -7.56% | Q4 2025 | Feb 12, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 22,916 | 973 | 0.65% | 0.9% | 89 | -7,264 | -24.07% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,501 | 955 | 0.0% | 0.0% | 90 | +2,311 | 11.45% | Q4 2025 | Mar 25, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 21,456 | 911 | 0.51% | 0.53% | 91 | -900 | -4.03% | Q4 2025 | Feb 17, 2026 |
| Redmond Asset Management, LLC | History | Added to | 21,127 | 897 | 0.23% | 0.21% | 92 | +280 | 1.34% | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 19,957 | 847 | 0.03% | 0.03% | 93 | +505 | 2.6% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,924 | 846 | 0.0% | 0.0% | 94 | +1,676 | 9.18% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 19,734 | 838 | 0.0% | 0.0% | 95 | +115 | 0.59% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 19,230 | 816 | 0.0% | 0.0% | 96 | +16,389 | 576.87% | Q4 2025 | Feb 13, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 19,226 | 816 | 0.51% | 0.5% | 97 | +200 | 1.05% | Q4 2025 | Jan 20, 2026 |
| Autumn Glory Partners, LLC | History | No change | 18,826 | 799 | 0.28% | 0.32% | 98 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18,431 | 782 | 0.05% | 0.04% | 99 | +4,548 | 32.76% | Q4 2025 | Feb 20, 2026 |
| Brookwood Investment Group LLC | History | Added to | 17,808 | 756 | 0.09% | 0.09% | 100 | +908 | 5.37% | Q4 2025 | Jan 22, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,323 | 737 | 0.32% | 0.34% | 101 | +510 | 3.03% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 17,162 | 729 | 0.0% | 0.0% | 102 | +4,031 | 30.7% | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 16,830 | 714 | 0.08% | 0.08% | 103 | +2,535 | 17.73% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 16,830 | 714 | 0.11% | 0.13% | 104 | +2,535 | 17.73% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 16,329 | 693 | 0.01% | 0.01% | 105 | +4,236 | 35.03% | Q4 2025 | Mar 12, 2026 |
| PSI Advisors, LLC | History | Added to | 16,103 | 684 | 0.17% | 0.13% | 106 | +4,221 | 35.52% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Added to | 15,489 | 657 | 0.03% | 0.02% | 107 | +4,242 | 37.72% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,075 | 640 | 0.01% | 0.01% | 108 | +3,535 | 30.63% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,965 | 635 | 0.0% | 0.0% | 109 | +10,224 | 215.65% | Q4 2025 | Mar 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,923 | 633 | 0.0% | 0.0% | 110 | +7,441 | 99.45% | Q4 2025 | Feb 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 14,658 | 622 | 0.24% | 0.26% | 111 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 14,589 | 619 | 0.07% | — | 112 | +14,589 | New | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Added to | 14,098 | 598 | 0.01% | 0.0% | 113 | +4,452 | 46.15% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 12,995 | 552 | 0.0% | — | 114 | +12,995 | New | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,244 | 520 | 0.0% | 0.0% | 115 | +7,048 | 135.64% | Q4 2025 | Jan 29, 2026 |
| ProCore Advisors, LLC | History | New | 12,179 | 517 | 0.53% | — | 116 | +12,179 | New | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,502 | 488 | 0.0% | 0.0% | 117 | -20,343 | -63.88% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 11,214 | 476 | 0.03% | — | 118 | +11,214 | New | Q4 2025 | Feb 04, 2026 |
| BigSur Wealth Management LLC | History | No change | 11,000 | 469 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,737 | 456 | 0.0% | 0.0% | 120 | +5,920 | 122.9% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,479 | 445 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 10,333 | 438 | 0.11% | 0.12% | 122 | -195 | -1.85% | Q4 2025 | Jan 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 9,675 | 410 | 0.03% | 0.03% | 123 | +1,000 | 11.53% | Q4 2025 | Jan 23, 2026 |
| Maia Wealth LLC | History | Added to | 9,632 | 407 | 0.07% | 0.06% | 124 | +1,865 | 24.01% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 9,104 | 386 | 0.14% | 0.21% | 125 | -5,832 | -39.05% | Q4 2025 | Feb 03, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 9,020 | 383 | 0.2% | 0.16% | 126 | +2,042 | 29.26% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,936 | 379 | 0.0% | 0.0% | 127 | +1,400 | 18.58% | Q4 2025 | Feb 17, 2026 |
| QTR Family Wealth, LLC | History | Added to | 8,860 | 379 | 0.17% | 0.18% | 128 | +29 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,783 | 373 | 0.04% | 0.05% | 129 | +513 | 6.2% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,226 | 353 | 0.02% | 0.0% | 130 | +7,841 | 2036.62% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | New | 8,226 | 349 | 0.01% | — | 131 | +8,226 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,210 | 348 | 0.01% | 0.03% | 132 | -1,125 | -12.05% | Q4 2025 | Feb 04, 2026 |
| Alchemi Wealth, LLC | History | New | 7,968 | 338 | 0.18% | — | 133 | +7,968 | New | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 7,835 | 332 | 0.0% | — | 134 | +7,835 | New | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 7,800 | 331 | 0.13% | 0.11% | 135 | +991 | 14.55% | Q4 2025 | Feb 17, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 7,770 | 330 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,705 | 327 | 0.01% | 0.02% | 137 | +27 | 0.35% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 7,560 | 321 | 0.02% | — | 138 | +7,560 | New | Q4 2025 | Feb 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 7,421 | 316 | 0.02% | 0.05% | 139 | -8,418 | -53.15% | Q4 2025 | Feb 12, 2026 |
| Millennium Capital Advisors, LLC | History | New | 7,422 | 315 | 0.19% | — | 140 | +7,422 | New | Q4 2025 | Feb 05, 2026 |
| RHL GROUP, LLC | History | New | 7,263 | 308 | 0.25% | — | 141 | +7,263 | New | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,233 | 307 | 0.01% | 0.0% | 142 | +2,260 | 45.45% | Q4 2025 | Jan 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,805 | 291 | 0.02% | 0.02% | 143 | +927 | 15.77% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,827 | 290 | 0.0% | 0.0% | 144 | -3,236 | -32.16% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | New | 6,727 | 285 | 0.05% | — | 145 | +6,727 | New | Q4 2025 | Mar 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,473 | 274 | 0.0% | — | 146 | +6,473 | New | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 6,421 | 272 | 0.0% | 0.01% | 147 | -9,418 | -59.46% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | New | 5,922 | 251 | 0.0% | — | 148 | +5,922 | New | Q4 2025 | Feb 17, 2026 |
| Marshall Financial Group, LLC | History | Added to | 5,702 | 242 | 0.05% | 0.05% | 149 | +48 | 0.85% | Q4 2025 | Jan 09, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 5,565 | 237 | 0.04% | 0.04% | 150 | +6 | 0.11% | Q4 2025 | Jan 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 5,515 | 234 | 0.01% | 0.01% | 151 | -895 | -13.96% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | New | 5,327 | 226 | 0.01% | — | 152 | +5,327 | New | Q4 2025 | Feb 10, 2026 |
| Beacon Financial Advisory LLC | History | New | 5,254 | 223 | 0.05% | — | 153 | +5,254 | New | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | New | 5,139 | 218 | 0.04% | — | 154 | +5,139 | New | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | No change | 5,047 | 214 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,000 | 212 | 0.01% | 0.0% | 156 | +3,500 | 233.33% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,935 | 209 | 0.0% | — | 158 | +4,935 | New | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,940 | 209 | 0.0% | 0.0% | 157 | +2,747 | 125.26% | Q4 2025 | Feb 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 4,900 | 208 | 0.1% | 0.1% | 159 | +100 | 2.08% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Reduced | 4,555 | 193 | 0.04% | 0.06% | 160 | -379 | -7.68% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 4,068 | 172 | 0.0% | 0.0% | 161 | +41 | 1.02% | Q4 2025 | Feb 06, 2026 |
| Register Financial Advisors LLC | History | Added to | 3,490 | 148 | 0.06% | 0.05% | 162 | +354 | 11.29% | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | New | 2,600 | 110 | 0.01% | — | 163 | +2,600 | New | Q4 2025 | Feb 03, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,806 | 76 | 0.06% | — | 164 | +1,806 | New | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,661 | 70 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,250 | 53 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | No change | 1,027 | 43 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 1,000 | 42 | 0.0% | — | 169 | +1,000 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 42 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 938 | 39 | 0.0% | — | 170 | +938 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 800 | 34 | 0.01% | 0.01% | 171 | +200 | 33.33% | Q4 2025 | Feb 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 735 | 31 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 598 | 25 | 0.0% | — | 173 | +598 | New | Q4 2025 | Feb 13, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 503 | 21 | 0.01% | 0.01% | 174 | -26 | -4.91% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 475 | 20 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Reduced | 350 | 14 | 0.0% | 0.01% | 176 | -700 | -66.67% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | No change | 285 | 12 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Team Financial Group, LLC | History | New | 149 | 6 | 0.0% | — | 178 | +149 | New | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 60 | 2 | 0.0% | 0.0% | 179 | -1,698 | -96.59% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | New | 43 | 2 | 0.0% | — | 180 | +43 | New | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,633 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,245 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,537 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q3 2025 | Oct 22, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |