Pacer Funds Trust - SRVR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,380,630 | 74,323 | 0.01% | 0.01% | 1 | -636,171 | -21.09% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,223,466 | 38,196 | 0.02% | 0.02% | 2 | +9,537 | 0.79% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 771,020 | 24,071 | 0.01% | 0.01% | 3 | -518,637 | -40.22% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 478,187 | 14,928 | 0.0% | 0.0% | 4 | +47,346 | 10.99% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 471,265 | 14,712 | 0.0% | 0.0% | 5 | -78,557 | -14.29% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 376,935 | 11,768 | 0.61% | 0.57% | 6 | +4,017 | 1.08% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 348,582 | 10,882 | 0.0% | 0.0% | 7 | +38,354 | 12.36% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | New | 231,330 | 8,041 | 0.26% | — | 8 | +231,330 | New | Q1 2026 | Apr 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 158,498 | 4,948 | 0.0% | 0.0% | 9 | -13,256 | -7.72% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 113,961 | 3,557 | 0.0% | 0.0% | 10 | -10,588 | -8.5% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 107,847 | 3,367 | 0.0% | 0.0% | 11 | -574 | -0.53% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 94,466 | 2,949 | 0.0% | 0.0% | 12 | -27,210 | -22.36% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 84,387 | 2,634 | 0.0% | 0.0% | 13 | -13,277 | -13.59% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 69,341 | 2,165 | 0.01% | 0.01% | 14 | -30,638 | -30.64% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 54,580 | 1,703 | 0.0% | 0.0% | 15 | +16,233 | 42.33% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 49,680 | 1,551 | 0.0% | 0.0% | 16 | -32,479 | -39.53% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 48,520 | 1,514 | 0.0% | 0.0% | 17 | -7,180 | -12.89% | Q1 2026 | May 04, 2026 |
| One Wealth Map LLC | History | Reduced | 40,782 | 1,437 | 0.68% | 0.64% | 18 | -367 | -0.89% | Q1 2026 | May 04, 2026 |
| Private Wealth Advisors, LLC | History | New | 45,326 | 1,415 | 0.4% | — | 19 | +45,326 | New | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 43,871 | 1,369 | 0.01% | 0.01% | 20 | -3,624 | -7.63% | Q1 2026 | May 13, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 43,642 | 1,362 | 0.54% | 0.42% | 21 | +3,941 | 9.93% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Management, Inc. | History | No change | 42,082 | 1,313 | 0.21% | 0.2% | 22 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 37,026 | 1,155 | 0.0% | 0.0% | 23 | +15,662 | 73.31% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 32,162 | 1,004 | 0.14% | 0.15% | 24 | -2,214 | -6.44% | Q1 2026 | Apr 24, 2026 |
| AWM CAPITAL, LLC | History | New | 30,000 | 936 | 0.08% | — | 25 | +30,000 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 26,518 | 827 | 0.0% | 0.0% | 26 | +1,070 | 4.2% | Q1 2026 | Apr 24, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 24,869 | 776 | 0.15% | 0.14% | 27 | +12,424 | 99.83% | Q1 2026 | Apr 29, 2026 |
| Baron Financial Group, LLC | History | Added to | 23,910 | 746 | 0.4% | 0.27% | 28 | +6,535 | 37.61% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,746 | 678 | 0.02% | 0.01% | 29 | +275 | 1.28% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,806 | 587 | 0.0% | 0.0% | 30 | +561 | 3.07% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 18,573 | 579 | 0.0% | 0.0% | 31 | +7,095 | 61.81% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 18,186 | 567 | 0.0% | 0.01% | 32 | -1,452 | -7.39% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | New | 17,000 | 530 | 0.11% | — | 33 | +17,000 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,321 | 509 | 0.0% | 0.0% | 34 | -155,752 | -90.52% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 16,046 | 500 | 0.01% | 0.05% | 35 | -93,265 | -85.32% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 15,954 | 498 | 0.02% | 0.13% | 36 | -120,267 | -88.29% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,374 | 480 | 0.0% | 0.0% | 37 | -714 | -4.44% | Q1 2026 | May 05, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 14,953 | 466 | 0.02% | 0.02% | 38 | -111 | -0.74% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,068 | 408 | 0.0% | 0.0% | 39 | -465 | -3.44% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,861 | 401 | 0.0% | 0.0% | 40 | -11,614 | -47.45% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 12,702 | 396 | 0.0% | 0.0% | 41 | +1,672 | 15.16% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,598 | 393 | 0.0% | 0.0% | 42 | -10,156 | -44.63% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 12,463 | 389 | 0.02% | — | 43 | +12,463 | New | Q1 2026 | Apr 21, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 11,976 | 373 | 0.16% | 0.19% | 44 | -3,175 | -20.96% | Q1 2026 | Apr 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,553 | 360 | 0.01% | 0.01% | 45 | +70 | 0.61% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 10,476 | 327 | 0.02% | 0.02% | 46 | -4,565 | -30.35% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,170 | 317 | 0.03% | 0.03% | 47 | +2,218 | 27.89% | Q1 2026 | May 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 8,667 | 270 | 0.01% | 0.02% | 48 | -14,047 | -61.84% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,331 | 260 | 0.0% | 0.0% | 49 | +11 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Endowment Wealth Management, Inc. | History | New | 6,974 | 217 | 0.1% | — | 50 | +6,974 | New | Q1 2026 | May 08, 2026 |
| Lunt Capital Management, Inc. | History | New | 6,935 | 216 | 0.08% | — | 51 | +6,935 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,559 | 173 | 0.0% | 0.0% | 52 | +424 | 8.26% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,380 | 136 | 0.0% | 0.0% | 53 | +3,732 | 575.93% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 3,235 | 100 | 0.07% | 0.21% | 54 | -6,994 | -68.37% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 2,450 | 76 | 0.0% | — | 55 | +2,450 | New | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 2,466 | 71 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | New | 2,255 | 70 | 0.0% | — | 57 | +2,255 | New | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,652 | 51 | 0.0% | 0.0% | 58 | -244 | -12.87% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,399 | 43 | 0.0% | 0.0% | 59 | -133 | -8.68% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 1,115 | 34 | 0.0% | 0.0% | 60 | -135 | -10.8% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1,100 | 34 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 663 | 20 | 0.0% | — | 63 | +663 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 669 | 20 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 530 | 16 | 0.0% | — | 64 | +530 | New | Q1 2026 | May 13, 2026 |
| Investors Portfolio Services LLC | History | Added to | 474 | 14 | 0.01% | 0.01% | 65 | +4 | 0.85% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 397 | 12 | 0.0% | 0.0% | 66 | +7 | 1.79% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | No change | 408 | 12 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Archer Investment Corp | History | Added to | 296 | 9 | 0.0% | 0.0% | 68 | +6 | 2.07% | Q1 2026 | May 04, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 293 | 9 | 0.01% | 0.01% | 70 | +1 | 0.34% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 327 | 9 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 273 | 8 | 0.0% | 0.0% | 71 | -2,201 | -88.97% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | No change | 250 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 213 | 6 | 0.0% | 0.0% | 73 | +3 | 1.43% | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 195 | 6 | 0.0% | 0.0% | 74 | -3 | -1.52% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 163 | 5 | 0.0% | — | 75 | +143 | 715.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 168 | 5 | 0.0% | 0.0% | 76 | +16 | 10.53% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 155 | 4 | 0.0% | — | 80 | +155 | New | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 131 | 4 | 0.0% | — | 82 | +131 | New | Q1 2026 | Apr 21, 2026 |
| ADIRONDACK TRUST CO | History | New | 130 | 4 | 0.0% | — | 79 | +130 | New | Q1 2026 | Apr 03, 2026 |
| SHP Wealth Management | History | New | 130 | 4 | 0.0% | — | 81 | +130 | New | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | No change | 150 | 4 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Benson Wealth Management INC | History | No change | 151 | 4 | 0.01% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 101 | 3 | 0.0% | — | 84 | +101 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 109 | 3 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 90 | 2 | 0.0% | 0.0% | 86 | +45 | 100.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 71 | 2 | 0.0% | 0.0% | 85 | +14 | 24.56% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Byrne Asset Management LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Caitlin John, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Reduced | 38 | 1 | 0.0% | 0.0% | 94 | -71 | -65.14% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 47 | 1 | 0.0% | 0.0% | 91 | -12 | -20.34% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 35 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 37 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | No change | 62 | 1 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -110,200 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,005 | -100.0% | Q1 2026 | May 14, 2026 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.13% | — | -16,335 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,858 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Conservest Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,864 | -100.0% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -7,350 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,179 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,304 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,034 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,515 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,267 | -100.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,429 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | Apr 28, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 08, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3 | 0 | — | — | — | -10 | -76.92% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 07, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |