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 | No change | 3,460,154 | 155,949 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,746,367 | 123,778 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,618,686 | 118,024 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,449,779 | 65,341 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,073,470 | 48,381 | 0.49% | 0.49% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Resource Group | History | No change | 988,427 | 44,548 | 6.7% | 6.7% | 6 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 790,438 | 35,625 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 680,663 | 30,678 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 562,152 | 25,336 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 504,284 | 22,728 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 496,010 | 22,355 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 483,013 | 21,769 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 456,751 | 20,588 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 371,287 | 16,733 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 350,355 | 15,797 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 261,021 | 11,764 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Private Advisor Group, LLC | History | No change | 258,897 | 11,668 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 226,587 | 10,212 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 210,389 | 9,482 | 0.85% | 0.85% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 186,206 | 8,392 | 0.33% | 0.33% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 171,733 | 7,739 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 164,456 | 7,412 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 152,649 | 6,879 | 0.22% | 0.22% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 150,899 | 6,801 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 148,538 | 6,694 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 147,036 | 6,626 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 127,615 | 5,969 | 2.4% | 2.4% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empire Financial Management Company, LLC | History | No change | 129,983 | 5,858 | 2.32% | 2.32% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 109,679 | 4,943 | 2.61% | 2.61% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 107,611 | 4,850 | 2.26% | 2.26% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 104,689 | 4,718 | 3.67% | 3.67% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 101,196 | 4,560 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 95,738 | 4,314 | 1.06% | 1.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 90,036 | 4,057 | 2.28% | 2.28% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Code Waechter LLC | History | No change | 86,848 | 3,914 | 2.02% | 2.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 79,367 | 3,644 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 78,748 | 3,549 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 78,099 | 3,520 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 76,817 | 3,462 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 76,296 | 3,438 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHANNEL WEALTH LLC | History | No change | 73,022 | 3,291 | 0.74% | 0.74% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 69,985 | 3,154 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 69,484 | 3,131 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 69,389 | 3,127 | 0.84% | 0.84% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 69,331 | 3,124 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 67,138 | 3,025 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Financial Partners, LLC | History | No change | 66,004 | 2,974 | 1.16% | 1.16% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 65,419 | 2,948 | 0.56% | 0.56% | 48 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Cooper Financial Group | History | No change | 63,538 | 2,863 | 0.24% | 0.24% | 49 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 62,229 | 2,804 | 0.17% | 0.17% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 62,179 | 2,802 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,022 | 2,660 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 58,374 | 2,630 | 0.42% | 0.42% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 56,842 | 2,561 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 54,016 | 2,434 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 46,943 | 2,123 | 0.51% | 0.51% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Anson Capital, Inc. | History | No change | 46,697 | 2,104 | 1.37% | 1.37% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 46,463 | 2,094 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 44,803 | 2,019 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNB Wealth Management, LLC | History | No change | 42,886 | 1,932 | 1.06% | 1.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 42,801 | 1,929 | 0.18% | 0.18% | 61 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BCS Wealth Management | History | No change | 41,442 | 1,867 | 0.34% | 0.34% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 41,095 | 1,849 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 40,517 | 1,840 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 39,647 | 1,786 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 38,829 | 1,750 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 38,220 | 1,722 | 0.23% | 0.23% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dakota Wealth Management | History | No change | 37,804 | 1,703 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 37,336 | 1,682 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 37,199 | 1,676 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Partners, LLC | History | No change | 36,950 | 1,665 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Requisite Capital Management, LLC | History | No change | 36,468 | 1,652 | 0.27% | 0.27% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 35,900 | 1,627 | 0.56% | 0.56% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 36,004 | 1,622 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 35,226 | 1,587 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFG Advisors | History | No change | 34,917 | 1,573 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 33,962 | 1,540 | 1.77% | 1.77% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MY Wealth Management Inc. | History | No change | 33,553 | 1,512 | 1.06% | 1.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 32,084 | 1,446 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 28,605 | 1,289 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 28,315 | 1,276 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Redmond Asset Management, LLC | History | No change | 28,018 | 1,262 | 0.31% | 0.31% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,766 | 1,251 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 26,734 | 1,204 | 0.31% | 0.31% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 26,342 | 1,187 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Second Half Financial Partners, LLC | History | No change | 26,286 | 1,184 | 0.49% | 0.49% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Autumn Glory Partners, LLC | History | No change | 25,812 | 1,163 | 0.33% | 0.33% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 25,256 | 1,138 | 0.56% | 0.56% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | No change | 24,609 | 1,109 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,584 | 1,108 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 24,567 | 1,107 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Signature Equity Partners, LLC | History | No change | 24,180 | 1,089 | 0.5% | 0.5% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 22,901 | 1,032 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,501 | 1,014 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 21,953 | 989 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PSI Advisors, LLC | History | No change | 21,777 | 981 | 0.23% | 0.23% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | No change | 21,306 | 960 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blueprint Investment Partners LLC | History | No change | 21,112 | 951 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 21,112 | 951 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 20,898 | 941 | 0.19% | 0.19% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 20,208 | 910 | 0.26% | 0.26% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 19,734 | 889 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 19,426 | 875 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 19,126 | 862 | 0.48% | 0.48% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | No change | 17,727 | 798 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 17,491 | 791 | 0.31% | 0.31% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Commerce Advisors, LLC | History | No change | 16,912 | 762 | 0.41% | 0.41% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | No change | 16,396 | 738 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Maia Wealth LLC | History | No change | 15,965 | 719 | 0.11% | 0.11% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 15,480 | 697 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 14,815 | 667 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 14,793 | 666 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 14,790 | 666 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 14,583 | 657 | 0.39% | 0.39% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,428 | 650 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 14,438 | 650 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alchemi Wealth, LLC | History | No change | 14,319 | 645 | 0.3% | 0.3% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 15,841 | 638 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Attessa Capital LLC | History | No change | 11,583 | 522 | 0.23% | 0.23% | 119 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | No change | 11,243 | 506 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,128 | 501 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WNY Asset Management, LLC | History | No change | 10,938 | 492 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | No change | 10,787 | 486 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProCore Advisors, LLC | History | No change | 10,765 | 485 | 0.6% | 0.6% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BigSur Wealth Management LLC | History | No change | 10,670 | 483 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 10,704 | 482 | 0.15% | 0.15% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Planning Strategies Inc. | History | Added to | 10,278 | 470 | 0.28% | 0.29% | 127 | +83 | 0.81% | Q3 2026 | Oct 02, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 10,253 | 462 | 0.2% | 0.2% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,206 | 460 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 9,983 | 449 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 9,938 | 447 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,862 | 444 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 9,419 | 424 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 9,239 | 416 | 0.23% | 0.23% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peak Asset Management, LLC | History | No change | 8,901 | 401 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | No change | 8,900 | 401 | 0.2% | 0.2% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| QTR Family Wealth, LLC | History | No change | 8,881 | 400 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 8,765 | 395 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | No change | 8,578 | 386 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 8,406 | 378 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,261 | 372 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 8,023 | 361 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 8,022 | 361 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 7,581 | 341 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Atria Investments, Inc | History | No change | 7,460 | 336 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 7,377 | 334 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHL GROUP, LLC | History | No change | 7,414 | 333 | 0.28% | 0.28% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,048 | 318 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 6,719 | 303 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,377 | 287 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purus Wealth Management, LLC | History | No change | 6,149 | 277 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFS Group,LLC | History | No change | 6,168 | 277 | 0.38% | 0.38% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 6,026 | 271 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 5,974 | 269 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,712 | 257 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 5,464 | 247 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,447 | 245 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,436 | 245 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,409 | 243 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Southland Equity Partners LLC | History | No change | 5,345 | 240 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | No change | 5,179 | 233 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 5,135 | 232 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,000 | 225 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 4,871 | 219 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,816 | 217 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 4,759 | 214 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Alpha, LLC | History | No change | 4,693 | 211 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | No change | 4,672 | 210 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | No change | 4,508 | 203 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,244 | 192 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 3,824 | 172 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,596 | 162 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 3,377 | 152 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 3,318 | 121 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,715 | 77 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 1,548 | 69 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,120 | 50 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 45 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,000 | 45 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunrise Financial Services, LLC | History | No change | 1,012 | 45 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 1,005 | 45 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 37 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 654 | 29 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 598 | 26 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 550 | 24 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 524 | 23 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 503 | 22 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 480 | 21 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 475 | 21 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 445 | 20 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Realta Investment Advisors | History | No change | 300 | 13 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key Capital Management, INC | History | No change | 262 | 11 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 235 | 10 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Downshift Financial, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |