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Pacer Developed Markets Inte (ICOW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,681,977 from 2,598,990
Change+82,987 (+3%)
Value$112.8M (+$4.6M)
Filed 2026-11-06
Sepio Capital, LP
INCREASED
Shares827,924 from 664,973
Change+162,951 (+25%)
Value$34.8M (+$7.1M)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares595,955 from 511,327
Change+84,628 (+17%)
Value$25.1M (+$3.8M)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
INCREASED
Shares500,147 from 498,555
Change+1,592 (+0%)
Value$21.0M (+$281.3K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares354,254 from 342,880
Change+11,374 (+3%)
Value$14.9M (+$625.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares347,202 from 342,638
Change+4,564 (+1%)
Value$14.6M (+$30.5K)
Filed 2026-10-13
Longview Financial Advisors, Inc.
INCREASED
Shares332,358 from 329,969
Change+2,389 (+1%)
Value$14.0M (+$242.3K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares245,458 from 235,207
Change+10,251 (+4%)
Value$10.3M (+$532.3K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares221,238 from 225,529
Change-4,291 (-2%)
Value$9.3M (-$83.5K)
Filed 2026-11-05
Channel Wealth LLC
INCREASED
Shares149,846 from 137,295
Change+12,551 (+9%)
Value$6.3M (+$587.0K)
Filed 2026-11-06
Anson Capital, Inc.
DECREASED
Shares147,953 from 151,961
Change-4,008 (-3%)
Value$6.2M (-$103.2K)
Filed 2026-10-23
One Plus One Wealth Management, LLC
INCREASED
Shares124,890 from 120,910
Change+3,980 (+3%)
Value$5.3M (+$219.4K)
Filed 2026-10-16
Wealth Group Ltd
DECREASED
Shares106,299 from 116,961
Change-10,662 (-9%)
Value$4.5M (-$396.0K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares105,451 from 336,976
Change-231,525 (-69%)
Value$4.4K (-$14.0M)
Filed 2026-11-02
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares98,500 from 88,373
Change+10,127 (+11%)
Value$4.1M (+$463.9K)
Filed 2026-11-02
American Financial & TAX Strategies Inc
DECREASED
Shares92,119 from 93,616
Change-1,497 (-2%)
Value$3.9M (-$22.7K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
DECREASED
Shares89,377 from 97,471
Change-8,094 (-8%)
Value$3.8M (-$298.5K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares89,310 from 86,310
Change+3,000 (+3%)
Value$3.8M (+$163.3K)
Filed 2026-11-02
BigSur Wealth Management LLC
UNCHANGED
Shares66,078 from 66,078
Change0 (0%)
Value$2.8M (+$28.4K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
DECREASED
Shares61,402 from 75,319
Change-13,917 (-18%)
Value$2.6M (-$553.0K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares54,758 from 53,876
Change+882 (+2%)
Value$2.3M (+$60.3K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares54,378 from 55,178
Change-800 (-1%)
Value$2.3M (-$9.9K)
Filed 2026-11-06
Private Client Services, LLC
INCREASED
Shares50,928 from 49,193
Change+1,735 (+4%)
Value$2.1M (+$94.1K)
Filed 2026-10-02
Colonial River Investments, LLC
INCREASED
Shares43,466 from 35,430
Change+8,036 (+23%)
Value$1.8M (+$353.2K)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares41,271 from 43,290
Change-2,019 (-5%)
Value$1.7M (-$66.3K)
Filed 2026-11-04
True Private Wealth Advisors
DECREASED
Shares39,299 from 41,212
Change-1,913 (-5%)
Value$1.7M (-$62.7K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED
Shares33,814 from 33,909
Change-95 (0%)
Value$1.4M (+$10.6K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares32,711 from 31,688
Change+1,023 (+3%)
Value$1.4M (+$56.7K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares31,363 from 35,371
Change-4,008 (-11%)
Value$1.3M (-$153.4K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares31,041 from 27,082
Change+3,959 (+15%)
Value$1.3M (+$178.2K)
Filed 2026-10-30
Lake Street Private Wealth, LLC
INCREASED
Shares29,268 from 27,873
Change+1,395 (+5%)
Value$1.2M (+$70.6K)
Filed 2026-10-22
WealthPLAN Partners, LLC
DECREASED
Shares28,960 from 40,784
Change-11,824 (-29%)
Value$1.2M (-$479.8K)
Filed 2026-10-15
Investment Partners Asset Management, Inc.
DECREASED
Shares27,208 from 27,252
Change-44 (0%)
Value$1.1M (+$9.9K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
INCREASED
Shares25,265 from 21,235
Change+4,030 (+19%)
Value$1.1M (+$178.7K)
Filed 2026-11-06
Miller Global Investments, LLC
DECREASED
Shares25,113 from 25,204
Change-91 (0%)
Value$1.1M (+$7.0K)
Filed 2026-10-02
Fiduciary Financial Group, LLC
INCREASED
Shares24,646 from 24,439
Change+207 (+1%)
Value$1.0M (+$19.2K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares23,905 from 23,905
Change0 (0%)
Value$1.0M (+$10.3K)
Filed 2026-11-02
Unified Investment Management
INCREASED
Shares22,961 from 21,321
Change+1,640 (+8%)
Value$965.7K (+$78.1K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
UNCHANGED
Shares21,306 from 21,306
Change0 (0%)
Value$896.1K (+$9.2K)
Filed 2026-11-03
OxenFree Capital LLC
INCREASED
Shares19,210 from 18,475
Change+735 (+4%)
Value$807.8K (+$24.8K)
Filed 2026-10-07
Merit Financial Group, LLC
DECREASED
Shares17,665 from 20,708
Change-3,043 (-15%)
Value$743.0K (-$119.1K)
Filed 2026-11-06
Lewis Asset Management, LLC
INCREASED
Shares17,471 from 16,481
Change+990 (+6%)
Value$734.8K (+$48.7K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares15,391
Change+15,391
Value$647.3K
Filed 2026-10-28
Barrett & Company, Inc.
DECREASED
Shares15,288 from 17,076
Change-1,788 (-10%)
Value$643.0K (-$67.9K)
Filed 2026-10-22
Zega Investments, LLC
DECREASED
Shares15,006 from 46,116
Change-31,110 (-67%)
Value$631.2K (-$1.3M)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares14,766 from 14,406
Change+360 (+3%)
Value$619.3K (+$19.6K)
Filed 2026-10-13
Planning Strategies Inc.
DECREASED
Shares13,755 from 13,784
Change-29 (0%)
Value$578.5K (+$4.7K)
Filed 2026-10-02
Next Level Private LLC
INCREASED
Shares12,308 from 12,066
Change+242 (+2%)
Value$517.7K (+$15.4K)
Filed 2026-10-20
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares12,113 from 13,401
Change-1,288 (-10%)
Value$509.5K (-$48.4K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares10,889 from 10,585
Change+304 (+3%)
Value$458.0K (+$17.4K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares10,673 from 6,984
Change+3,689 (+53%)
Value$449 (-$290.6K)
Filed 2026-10-22
Saxon Interests, Inc.
INCREASED
Shares10,602 from 5,758
Change+4,844 (+84%)
Value$445.9K (+$206.2K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares9,995
Change+9,995
Value$420.4K
Filed 2026-11-03
Commerce Advisors, LLC
UNCHANGED
Shares9,990 from 9,990
Change0 (0%)
Value$420.2K (+$4.3K)
Filed 2026-10-19
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares9,804 from 11,004
Change-1,200 (-11%)
Value$412.4K (-$45.7K)
Filed 2026-10-14
Kraematon Investment Advisors, Inc
INCREASED
Shares9,656 from 9,600
Change+56 (+1%)
Value$406.1K (+$6.5K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares9,233 from 9,347
Change-114 (-1%)
Value$388.3K (-$776)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares8,898 from 9,050
Change-152 (-2%)
Value$373.4K (-$3.3K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares8,812 from 28,133
Change-19,321 (-69%)
Value$370.6K (-$800.6K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares8,724 from 5,725
Change+2,999 (+52%)
Value$372.9K (+$134.5K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares8,685 from 8,512
Change+173 (+2%)
Value$365.3K (+$10.9K)
Filed 2026-11-02
Lionsbridge Wealth Management LLC
DECREASED
Shares8,049 from 8,834
Change-785 (-9%)
Value$338.5K (-$29.2K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares7,856 from 5,334
Change+2,522 (+47%)
Value$330.4K (+$108.4K)
Filed 2026-10-08
BlueChip Wealth Advisors LLC
NEW
Shares7,213
Change+7,213
Value$303.4K
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,055 from 6,922
Change+133 (+2%)
Value$296.7K (+$8.6K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares6,948 from 17,111
Change-10,163 (-59%)
Value$258.6K (-$453.7K)
Filed 2026-10-23
QTR Family Wealth, LLC
DECREASED
Shares6,814 from 7,292
Change-478 (-7%)
Value$286.6K (-$17.0K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares6,553 from 6,088
Change+465 (+8%)
Value$275.6K (+$22.2K)
Filed 2026-10-28
Decision Investments, Inc
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$273.4K (+$2.8K)
Filed 2026-10-07
Atlas Wealth Partners, LLC
DECREASED
Shares6,415 from 6,612
Change-197 (-3%)
Value$269.8K (-$5.4K)
Filed 2026-11-03
Instrumental Wealth, LLC
INCREASED
Shares6,196 from 6,163
Change+33 (+1%)
Value$260.6K (+$4.1K)
Filed 2026-10-20
ERn Financial, LLC
DECREASED
Shares5,740 from 6,523
Change-783 (-12%)
Value$241.4K (-$30.1K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED
Shares5,738 from 5,784
Change-46 (-1%)
Value$241.4K (+$571)
Filed 2026-10-16
Opal Wealth Advisors, LLC
INCREASED
Shares5,666 from 5,637
Change+29 (+1%)
Value$238.3K (+$3.6K)
Filed 2026-10-16
RVW Wealth, LLC
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$211.1K (+$2.2K)
Filed 2026-10-06
IVC Wealth Advisors LLC
DECREASED
Shares4,783 from 5,208
Change-425 (-8%)
Value$201.2K (-$15.6K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares4,381 from 4,291
Change+90 (+2%)
Value$184.3K (+$5.6K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares2,443
Change+2,443
Value$102.8K
Filed 2026-10-29
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,166 from 2,166
Change0 (0%)
Value$91.1K (+$931)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,993 from 548
Change+1,445 (+264%)
Value$83.8K (+$61.0K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares1,936 from 1,900
Change+36 (+2%)
Value$81.4K (+$2.3K)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$51.3K ($0)
Filed 2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$35.5K (+$363)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$34.2K (+$350)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$30.0K (+$307)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares516 from 505
Change+11 (+2%)
Value$21.7K (+$666)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$17.9K (+$183)
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares353
Change+353
Value$14.8K
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares345 from 338
Change+7 (+2%)
Value$14.5K (+$444)
Filed 2026-11-04
United Financial Planning Group LLC
NEW
Shares300
Change+300
Value$12.6K
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$10.1K (+$103)
Filed 2026-10-23
Central Trust Co
NEW
Shares208
Change+208
Value$8.7K
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$8.0K (+$138)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
DECREASED
Shares179 from 233
Change-54 (-23%)
Value$7.5K (-$2.2K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$6.9K (+$71)
Filed 2026-10-30
Friedenthal Financial
NEW
Shares136
Change+136
Value$5.7K
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$4.9K (+$50)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares102 from 100
Change+2 (+2%)
Value$4.3K (+$132)
Filed 2026-10-23
Canton Hathaway, LLC
NEW
Shares42
Change+42
Value$1.8K
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares31
Change+31
Value$1.3K
Filed 2026-10-09
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 8,100
Change-8,100 (-100%)
Value$0 (-$337.2K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,666
Change-3,666 (-100%)
Value$0 (-$151.5K)
Filed 2026-11-02
Larson Financial Group LLC
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-05
Key Capital Management, Inc
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-03
Russell Investments Group, Ltd.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 4,016,848
Change-4,016,848 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,433,273
Change-2,433,273 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,425,050
Change-2,425,050 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,555,129
Change-1,555,129 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,431,215
Change-1,431,215 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,161,593
Change-1,161,593 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 996,881
Change-996,881 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 920,926
Change-920,926 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 906,661
Change-906,661 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 671,654
Change-671,654 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 614,248
Change-614,248 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 466,710
Change-466,710 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 399,525
Change-399,525 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 373,113
Change-373,113 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 364,539
Change-364,539 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 244,790
Change-244,790 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 198,295
Change-198,295 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 164,357
Change-164,357 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 155,136
Change-155,136 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 151,577
Change-151,577 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 143,979
Change-143,979 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 140,573
Change-140,573 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 139,003
Change-139,003 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 127,395
Change-127,395 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 113,697
Change-113,697 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 107,701
Change-107,701 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 104,728
Change-104,728 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 100,401
Change-100,401 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 99,541
Change-99,541 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 99,508
Change-99,508 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 97,694
Change-97,694 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 94,267
Change-94,267 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 92,886
Change-92,886 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 82,422
Change-82,422 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 74,298
Change-74,298 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 73,892
Change-73,892 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 65,877
Change-65,877 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 58,973
Change-58,973 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 43,028
Change-43,028 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,312
Change-36,312 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,139
Change-31,139 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 29,923
Change-29,923 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 25,228
Change-25,228 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,211
Change-24,211 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,227
Change-22,227 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 20,305
Change-20,305 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,289
Change-20,289 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 19,852
Change-19,852 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 18,908
Change-18,908 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 16,176
Change-16,176 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,756
Change-15,756 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,432
Change-12,432 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,102
Change-12,102 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 11,175
Change-11,175 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,438
Change-9,438 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,820
Change-7,820 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 7,209
Change-7,209 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,541
Change-6,541 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 557
Change-557 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 483
Change-483 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 75
Change-75 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 34
Change-34 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 23
Change-23 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,681,9772,598,990+82,987+3%$108.2M$112.8M+$4.6M2026-11-06
Sepio Capital, LP
INCREASED827,924664,973+162,951+25%$27.7M$34.8M+$7.1M2026-10-22
AlphaCore Capital LLC
INCREASED595,955511,327+84,628+17%$21.3M$25.1M+$3.8M2026-11-04
Teamwork Financial Advisors, LLC
INCREASED500,147498,555+1,592+0%$20.8M$21.0M+$281.3K2026-10-19
Commonwealth Equity Services, LLC
INCREASED354,254342,880+11,374+3%$14.3M$14.9M+$625.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED347,202342,638+4,564+1%$14.5M$14.6M+$30.5K2026-10-13
Longview Financial Advisors, Inc.
INCREASED332,358329,969+2,389+1%$13.7M$14.0M+$242.3K2026-10-09
Independent Financial Group, LLC
INCREASED245,458235,207+10,251+4%$9.8M$10.3M+$532.3K2026-10-13
Bank of New York Mellon Corp
DECREASED221,238225,529-4,291-2%$9.4M$9.3M-$83.5K2026-11-05
Channel Wealth LLC
INCREASED149,846137,295+12,551+9%$5.7M$6.3M+$587.0K2026-11-06
Anson Capital, Inc.
DECREASED147,953151,961-4,008-3%$6.3M$6.2M-$103.2K2026-10-23
One Plus One Wealth Management, LLC
INCREASED124,890120,910+3,980+3%$5.0M$5.3M+$219.4K2026-10-16
Wealth Group Ltd
DECREASED106,299116,961-10,662-9%$4.9M$4.5M-$396.0K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED105,451336,976-231,525-69%$14.0M$4.4K-$14.0M2026-11-02
Pacific Wealth Strategies Group, Inc.
INCREASED98,50088,373+10,127+11%$3.7M$4.1M+$463.9K2026-11-02
American Financial & TAX Strategies Inc
DECREASED92,11993,616-1,497-2%$3.9M$3.9M-$22.7K2026-10-16
Amplius Wealth Advisors, LLC
DECREASED89,37797,471-8,094-8%$4.1M$3.8M-$298.5K2026-10-20
Kestra Advisory Services, LLC
INCREASED89,31086,310+3,000+3%$3.6M$3.8M+$163.3K2026-11-02
BigSur Wealth Management LLC
UNCHANGED66,07866,07800%$2.8M$2.8M+$28.4K2026-10-13
WealthPlan Investment Management, LLC
DECREASED61,40275,319-13,917-18%$3.1M$2.6M-$553.0K2026-10-15
Nations Financial Group Inc,
INCREASED54,75853,876+882+2%$2.2M$2.3M+$60.3K2026-11-05
Moors & Cabot, Inc.
DECREASED54,37855,178-800-1%$2.3M$2.3M-$9.9K2026-11-06
Private Client Services, LLC
INCREASED50,92849,193+1,735+4%$2.0M$2.1M+$94.1K2026-10-02
Colonial River Investments, LLC
INCREASED43,46635,430+8,036+23%$1.5M$1.8M+$353.2K2026-10-19
Citigroup Inc
DECREASED41,27143,290-2,019-5%$1.8M$1.7M-$66.3K2026-11-04
True Private Wealth Advisors
DECREASED39,29941,212-1,913-5%$1.7M$1.7M-$62.7K2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED33,81433,909-950%$1.4M$1.4M+$10.6K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED32,71131,688+1,023+3%$1.3M$1.4M+$56.7K2026-10-21
Fifth Third Bancorp
DECREASED31,36335,371-4,008-11%$1.5M$1.3M-$153.4K2026-11-05
Truist Financial Corp
INCREASED31,04127,082+3,959+15%$1.1M$1.3M+$178.2K2026-10-30
Lake Street Private Wealth, LLC
INCREASED29,26827,873+1,395+5%$1.2M$1.2M+$70.6K2026-10-22
WealthPLAN Partners, LLC
DECREASED28,96040,784-11,824-29%$1.7M$1.2M-$479.8K2026-10-15
Investment Partners Asset Management, Inc.
DECREASED27,20827,252-440%$1.1M$1.1M+$9.9K2026-10-09
Kestra Private Wealth Services, LLC
INCREASED25,26521,235+4,030+19%$884.0K$1.1M+$178.7K2026-11-06
Miller Global Investments, LLC
DECREASED25,11325,204-910%$1.0M$1.1M+$7.0K2026-10-02
Fiduciary Financial Group, LLC
INCREASED24,64624,439+207+1%$1.0M$1.0M+$19.2K2026-10-13
Key FInancial Inc
UNCHANGED23,90523,90500%$995.2K$1.0M+$10.3K2026-11-02
Unified Investment Management
INCREASED22,96121,321+1,640+8%$887.6K$965.7K+$78.1K2026-10-14
Avantax Planning Partners, Inc.
UNCHANGED21,30621,30600%$887.0K$896.1K+$9.2K2026-11-03
OxenFree Capital LLC
INCREASED19,21018,475+735+4%$783.0K$807.8K+$24.8K2026-10-07
Merit Financial Group, LLC
DECREASED17,66520,708-3,043-15%$862.1K$743.0K-$119.1K2026-11-06
Lewis Asset Management, LLC
INCREASED17,47116,481+990+6%$686.1K$734.8K+$48.7K2026-10-14
Partners Wealth Management, LLC
NEW15,391—+15,391——$647.3K—2026-10-28
Barrett & Company, Inc.
DECREASED15,28817,076-1,788-10%$710.9K$643.0K-$67.9K2026-10-22
Zega Investments, LLC
DECREASED15,00646,116-31,110-67%$1.9M$631.2K-$1.3M2026-11-04
Krilogy Financial LLC
INCREASED14,76614,406+360+3%$599.7K$619.3K+$19.6K2026-10-13
Planning Strategies Inc.
DECREASED13,75513,784-290%$573.8K$578.5K+$4.7K2026-10-02
Next Level Private LLC
INCREASED12,30812,066+242+2%$502.3K$517.7K+$15.4K2026-10-20
Gaddis Premier Wealth Advisors LLC
DECREASED12,11313,401-1,288-10%$557.9K$509.5K-$48.4K2026-10-29
Davenport & Co LLC
INCREASED10,88910,585+304+3%$440.6K$458.0K+$17.4K2026-10-14
Wedbush Securities Inc
INCREASED10,6736,984+3,689+53%$291.0K$449-$290.6K2026-10-22
Saxon Interests, Inc.
INCREASED10,6025,758+4,844+84%$239.7K$445.9K+$206.2K2026-10-26
Ascentis Independent Advisors
NEW9,995—+9,995——$420.4K—2026-11-03
Commerce Advisors, LLC
UNCHANGED9,9909,99000%$415.9K$420.2K+$4.3K2026-10-19
Fearless Solutions, LLC dba Best Invest
DECREASED9,80411,004-1,200-11%$458.1K$412.4K-$45.7K2026-10-14
Kraematon Investment Advisors, Inc
INCREASED9,6569,600+56+1%$399.6K$406.1K+$6.5K2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED9,2339,347-114-1%$389.1K$388.3K-$7762026-10-23
FSM Wealth Advisors, LLC
DECREASED8,8989,050-152-2%$376.8K$373.4K-$3.3K2026-10-27
Commonwealth Financial Services, LLC
DECREASED8,81228,133-19,321-69%$1.2M$370.6K-$800.6K2026-10-20
Prospera Financial Services Inc
INCREASED8,7245,725+2,999+52%$238.4K$372.9K+$134.5K2026-11-04
Creative Planning
INCREASED8,6858,512+173+2%$354.4K$365.3K+$10.9K2026-11-02
Lionsbridge Wealth Management LLC
DECREASED8,0498,834-785-9%$367.8K$338.5K-$29.2K2026-10-26
Farther Finance Advisors, LLC
INCREASED7,8565,334+2,522+47%$222.0K$330.4K+$108.4K2026-10-08
BlueChip Wealth Advisors LLC
NEW7,213—+7,213——$303.4K—2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED7,0556,922+133+2%$288.2K$296.7K+$8.6K2026-10-13
Sigma Planning Corp
DECREASED6,94817,111-10,163-59%$712.3K$258.6K-$453.7K2026-10-23
QTR Family Wealth, LLC
DECREASED6,8147,292-478-7%$303.6K$286.6K-$17.0K2026-11-02
MGO One Seven LLC
INCREASED6,5536,088+465+8%$253.4K$275.6K+$22.2K2026-10-28
Decision Investments, Inc
UNCHANGED6,5006,50000%$270.6K$273.4K+$2.8K2026-10-07
Atlas Wealth Partners, LLC
DECREASED6,4156,612-197-3%$275.3K$269.8K-$5.4K2026-11-03
Instrumental Wealth, LLC
INCREASED6,1966,163+33+1%$256.5K$260.6K+$4.1K2026-10-20
ERn Financial, LLC
DECREASED5,7406,523-783-12%$271.5K$241.4K-$30.1K2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED5,7385,784-46-1%$240.8K$241.4K+$5712026-10-16
Opal Wealth Advisors, LLC
INCREASED5,6665,637+29+1%$234.7K$238.3K+$3.6K2026-10-16
RVW Wealth, LLC
UNCHANGED5,0205,02000%$209.0K$211.1K+$2.2K2026-10-06
IVC Wealth Advisors LLC
DECREASED4,7835,208-425-8%$216.8K$201.2K-$15.6K2026-10-23
Signature Equity Partners, LLC
INCREASED4,3814,291+90+2%$178.6K$184.3K+$5.6K2026-10-29
Next Level Wealth Planning, LLC
NEW2,443—+2,443——$102.8K—2026-10-29
PNC Financial Services Group, Inc.
UNCHANGED2,1662,16600%$90.2K$91.1K+$9312026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED1,993548+1,445+264%$22.8K$83.8K+$61.0K2026-11-03
Private Trust Co NA
INCREASED1,9361,900+36+2%$79.1K$81.4K+$2.3K2026-10-20
Allworth Financial LP
UNCHANGED1,2321,23200%$51.3K$51.3K$02026-11-06
Harbor Investment Advisory, LLC
UNCHANGED84384300%$35.1K$35.5K+$3632026-10-13
IFP Advisors, Inc
UNCHANGED81381300%$33.8K$34.2K+$3502026-10-16
Assetmark, Inc
UNCHANGED71471400%$29.7K$30.0K+$3072026-10-21
EverSource Wealth Advisors, LLC
INCREASED516505+11+2%$21.0K$21.7K+$6662026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED42542500%$17.7K$17.9K+$1832026-10-21
Rossby Financial, LCC
NEW353—+353——$14.8K—2026-11-05
Creative Financial Designs Inc
INCREASED345338+7+2%$14.1K$14.5K+$4442026-11-04
United Financial Planning Group LLC
NEW300—+300——$12.6K—2026-11-04
Register Financial Advisors LLC
UNCHANGED24024000%$10.0K$10.1K+$1032026-10-23
Central Trust Co
NEW208—+208——$8.7K—2026-11-05
Salomon & Ludwin, LLC
UNCHANGED19019000%$7.9K$8.0K+$1382026-10-29
Silver Grove Financial Group, Inc.
DECREASED179233-54-23%$9.7K$7.5K-$2.2K2026-11-05
MTM Investment Management, LLC
UNCHANGED16516500%$6.9K$6.9K+$712026-10-30
Friedenthal Financial
NEW136—+136——$5.7K—2026-10-27
Princeton Global Asset Management LLC
UNCHANGED11711700%$4.9K$4.9K+$502026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED102100+2+2%$4.2K$4.3K+$1322026-10-23
Canton Hathaway, LLC
NEW42—+42——$1.8K—2026-10-23
GK Wealth Management LLC
NEW31—+31——$1.3K—2026-10-09
Dana Investment Advisors, Inc.
CLOSED08,100-8,100-100%$337.2K$0-$337.2K2026-11-06
International Assets Investment Management, LLC
CLOSED03,666-3,666-100%$151.5K$0-$151.5K2026-11-02
Larson Financial Group LLC
CLOSED0273-273-100%$11.4K$0-$11.4K2026-11-05
Key Capital Management, Inc
CLOSED098-98-100%$4.1K$0-$4.1K2026-11-03
Russell Investments Group, Ltd.
CLOSED070-70-100%$2.9K$0-$2.9K2026-11-06
LifeSteps Financial, Inc.
CLOSED045-45-100%$1.9K$0-$1.9K2026-10-15
Bank of America Corp
N/A—4,016,848-4,016,848-100%$167.2M———
Morgan Stanley
N/A—2,433,273-2,433,273-100%$101.3M———
Wells Fargo & Company
N/A—2,425,050-2,425,050-100%$101.0M———
UBS Group AG
N/A—1,555,129-1,555,129-100%$64.7M———
Sequoia Financial Advisors, LLC
N/A—1,431,215-1,431,215-100%$59.6M———
Northwestern Mutual Wealth Management Co
N/A—1,161,593-1,161,593-100%$48.4M———
Baird Financial Group, Inc.
N/A—996,881-996,881-100%$41.5M———
Raymond James Financial Inc
N/A—920,926-920,926-100%$38.3M———
Royal Bank of Canada
N/A—906,661-906,661-100%$37.7M———
Jones Financial Companies Lllp
N/A—671,654-671,654-100%$28.0M———
Cetera Investment Advisers
N/A—614,248-614,248-100%$25.6M———
Pacer Advisors, Inc.
N/A—466,710-466,710-100%$19.4M———
Envestnet Asset Management Inc
N/A—399,525-399,525-100%$16.6M———
Osaic Holdings, Inc.
N/A—373,113-373,113-100%$15.5M———
HighTower Advisors, LLC
N/A—364,539-364,539-100%$15.2M———
Modern Wealth Management, LLC
N/A—244,790-244,790-100%$10.2M———
Fortis Advisors, LLC
N/A—198,295-198,295-100%$8.3M———
Stratos Wealth Advisors, LLC
N/A—164,357-164,357-100%$6.8M———
Orion Porfolio Solutions, LLC
N/A—155,136-155,136-100%$6.5M———
MML Investors Services, LLC
N/A—151,577-151,577-100%$6.3M———
Jane Street Group, LLC
N/A—143,979-143,979-100%$6.0M———
Rockefeller Capital Management L.P.
N/A—140,573-140,573-100%$5.9M———
American Alpha Advisors, LLC
N/A—139,003-139,003-100%$5.8M———
Trustmark Bank Trust Department
N/A—127,395-127,395-100%$5.3M———
CIBC World Market Inc.
N/A—113,697-113,697-100%$4.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—107,701-107,701-100%$4.5M———
Stifel Financial Corp
N/A—104,728-104,728-100%$4.4M———
Bleakley Financial Group, LLC
N/A—100,401-100,401-100%$4.2M———
Summit Wealth Partners, LLC
N/A—99,541-99,541-100%$4.1M———
Equitable Holdings, Inc.
N/A—99,508-99,508-100%$4.1M———
NewEdge Advisors, LLC
N/A—97,694-97,694-100%$4.1M———
Belpointe Asset Management LLC
N/A—94,267-94,267-100%$3.9M———
Beacon Pointe Advisors, LLC
N/A—92,886-92,886-100%$3.9M———
Captrust Financial Advisors
N/A—82,422-82,422-100%$3.4M———
Citadel Advisors LLC
N/A—74,298-74,298-100%$3.1M———
Empowered Funds, LLC
N/A—73,892-73,892-100%$3.1M———
Cozad Asset Management Inc
N/A—65,877-65,877-100%$2.7M———
Ausdal Financial Partners, Inc.
N/A—58,973-58,973-100%$2.5M———
WNY Asset Management, LLC
N/A—43,028-43,028-100%$1.8M———
Susquehanna International Group, LLP
N/A—36,312-36,312-100%$1.5M———
World Investment Advisors
N/A—31,139-31,139-100%$1.3M———
Natixis Advisors, LLC
N/A—29,923-29,923-100%$1.2M———
JPMorgan Chase & Co
N/A—25,228-25,228-100%$1.1M———
Advisory Services Network, LLC
N/A—24,211-24,211-100%$1.0M———
Mariner, LLC
N/A—22,227-22,227-100%$925.3K———
Tripletail Wealth Management, LLC
N/A—20,305-20,305-100%$856.9K———
Steward Partners Investment Advisory, LLC
N/A—20,289-20,289-100%$844.6K———
Brookwood Investment Group LLC
N/A—19,852-19,852-100%$826.4K———
5T Wealth, LLC
N/A—18,908-18,908-100%$787.1K———
Sankala Group LLC
N/A—16,176-16,176-100%$722.9K———
Janney Montgomery Scott LLC
N/A—15,756-15,756-100%$656.0K———
Harbour Investments, Inc.
N/A—14,293-14,293-100%$595.0K———
AE Wealth Management LLC
N/A—12,957-12,957-100%$539.4K———
Arax Advisory Partners
N/A—12,638-12,638-100%$526.1K———
Sanctuary Advisors, LLC
N/A—12,432-12,432-100%$517.6K———
NewEdge Wealth, LLC
N/A—12,102-12,102-100%$503.8K———
Arkadios Wealth Advisors
N/A—11,661-11,661-100%$485.5K———
Leigh Baldwin & Co., LLC
N/A—11,175-11,175-100%$465.2K———
Goldman Sachs Group Inc
N/A—10,122-10,122-100%$421.4K———
Stratos Investment Management, LLC
N/A—9,979-9,979-100%$415.5K———
Benjamin Edwards Inc
N/A—9,438-9,438-100%$392.9K———
Kingsview Wealth Management, LLC
N/A—8,429-8,429-100%$350.9K———
Summit Financial, LLC
N/A—7,820-7,820-100%$325.5K———
Ethos Financial Group, LLC
N/A—7,209-7,209-100%$300.1K———
Capasso Planning Partners LLC
N/A—6,670-6,670-100%$277.7K———
Caldwell Sutter Capital, Inc.
N/A—6,646-6,646-100%$276.7K———
Private Advisor Group, LLC
N/A—6,541-6,541-100%$272.3K———
Per Stirling Capital Management, Llc.
N/A—6,293-6,293-100%$262.0K———
Empire Financial Management Company, LLC
N/A—5,820-5,820-100%$242.3K———
IFG Advisory, LLC
N/A—5,772-5,772-100%$240.3K———
Geneos Wealth Management Inc.
N/A—5,725-5,725-100%$238.3K———
Cerity Partners LLC
N/A—5,510-5,510-100%$229.0K———
Fortress Private Ledger, LLC
N/A—5,436-5,436-100%$226.3K———
CreativeOne Wealth, LLC
N/A—5,144-5,144-100%$214.1K———
FMR LLC
N/A—4,722-4,722-100%$196.6K———
Capital Analysts, LLC
N/A—4,614-4,614-100%$173.0K———
Founders Financial Alliance, LLC
N/A—2,800-2,800-100%$116.6K———
Glassman Wealth Services
N/A—1,753-1,753-100%$73.0K———
O'shaughnessy Asset Management, LLC
N/A—1,607-1,607-100%$66.9K———
Ameritas Advisory Services, LLC
N/A—1,559-1,559-100%$64.9K———
Ameriflex Group, Inc.
N/A—1,255-1,255-100%$52.2K———
Global Retirement Partners, LLC
N/A—972-972-100%$40.5K———
Anchor Investment Management, LLC
N/A—916-916-100%$38.1K———
Copia Wealth Management
N/A—557-557-100%$23.2K———
BlackRock, Inc.
N/A—483-483-100%$20.1K———
TD Capital Management LLC
N/A—312-312-100%$13.0K———
Hantz Financial Services, Inc.
N/A—96-96-100%$4.0K———
Fiduciary Financial Advisors
N/A—75-75-100%$3.1K———
Bank of Montreal
N/A—34-34-100%$1.4K———
Strategic Wealth Partners, Ltd.
N/A—23-23-100%$956———
BFC Planning, Inc.
N/A—5-5-100%$208———
Vanguard Advisers Inc
N/A—2-2-100%$83———
Showing 198 of 198 institutions