Pacer Aristotle Pacific Floating Rate High Income ETF(FLRT)

$46.75—Stale · unknown old

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Pacer Aristotle Pacific Floating Rate High Income ETF(FLRT)

NYSE • Last print unknown ago

$46.75—Stale · unknown old

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FLRT(FLRT)

FLRT

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 161 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.61M	Jun 30, 26	-206.20K	11.90%
Foundations Investment Advisors, LLC	616.24K	Jun 30, 26	+24.39K	4.57%
Cetera Investment Advisers	339.80K	Jun 30, 26	+1.24K	2.52%
ADVISOR GROUP HOLDINGS, INC.	310.58K	Jun 30, 26	+39.40K	2.30%
RAYMOND JAMES FINANCIAL INC	279.08K	Jun 30, 26	+34.12K	2.07%
TRUIST FINANCIAL CORP	255.65K	Jun 30, 26	+29.49K	1.89%
Kestra Advisory Services, LLC	241.72K	Jun 30, 26	-9.95K	1.79%
ENVESTNET ASSET MANAGEMENT INC	233.42K	Jun 30, 26	+26.52K	1.73%
Systelligence, LLC	218.25K	Jun 30, 26	-6.86K	1.62%
Cambridge Investment Research Advisors, Inc.	205.73K	Jun 30, 26	-11.93K	1.52%
Goldstone Financial Group, LLC	185.56K	Jun 30, 26	+116.05K	1.38%
Western Wealth Management, LLC	180.38K	Jun 30, 26	+27.62K	1.34%
NewEdge Advisors, LLC	174.42K	Jun 30, 26	-17.39K	1.29%
JONES FINANCIAL COMPANIES LLLP	171.79K	Jun 30, 26	+28.36K	1.27%
MML INVESTORS SERVICES, LLC	166.29K	Jun 30, 26	+25.84K	1.23%
Sidoxia Capital Management, LLC	151.88K	Jun 30, 26	+33.02K	1.13%
ASSETMARK, INC	144.00K	Jun 30, 26	-2.15K	1.07%
VERUS CAPITAL PARTNERS, LLC	135.50K	Jun 30, 26	+118.52K	1.00%
Commonwealth Financial Services, LLC	113.89K	Jun 30, 26	+113.89K	0.84%
CREATIVE FINANCIAL DESIGNS INC /ADV	109.31K	Jun 30, 26	+4.28K	0.81%
WINEBRENNER CAPITAL MANAGEMENT LLC	104.13K	Jun 30, 26	-14.59K	0.77%
INDEPENDENT FINANCIAL GROUP, LLC	102.15K	Jun 30, 26	-101.23K	0.76%
Strategic Blueprint, LLC	96.54K	Jun 30, 26	-5.17K	0.72%
Waycross Investment Management Co	89.82K	Jun 30, 26	-165	0.67%
Sigma Planning Corp	81.68K	Jun 30, 26	-20.38K	0.61%
Independence Asset Advisors, LLC	77.21K	Jun 30, 26	+7.67K	0.57%
Client First Investment Management LLC	75.74K	Jun 30, 26	+75.74K	0.56%
STIFEL FINANCIAL CORP	75.20K	Jun 30, 26	+619	0.56%
J.W. COLE ADVISORS, INC.	71.90K	Jun 30, 26	+71.90K	0.53%
SILVER OAK SECURITIES, INCORPORATED	69.88K	Jun 30, 26	+15.47K	0.52%
Independent Wealth Network Inc.	64.95K	Jun 30, 26	-3.22K	0.48%
Sanctuary Advisors, LLC	61.14K	Jun 30, 26	+5.19K	0.45%
Colonial River Wealth Management, LLC	55.64K	Jun 30, 26	+55.64K	0.41%
PSI Advisors, LLC	55.38K	Jun 30, 26	-6.56K	0.41%
KESTRA PRIVATE WEALTH SERVICES, LLC	54.02K	Jun 30, 26	+2.40K	0.40%
WealthPlan Investment Management, LLC	53.24K	Jun 30, 26	+671	0.39%
Camarda Financial Advisors, LLC	53.08K	Jun 30, 26	+36.68K	0.39%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	51.88K	Jun 30, 26	+21.66K	0.38%
Stewardship Advisors, LLC	45.15K	Jun 30, 26	-62.64K	0.33%
CAMPBELL CAPITAL MANAGEMENT INC	44.14K	Jun 30, 26	+44.14K	0.33%
ROYAL BANK OF CANADA	43.48K	Jun 30, 26	+42.31K	0.32%
Moors & Cabot, Inc.	43.45K	Jun 30, 26	+4.96K	0.32%
Ausdal Financial Partners, Inc.	40.70K	Jun 30, 26	-867	0.30%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	36.42K	Jun 30, 26	-1.31K	0.27%
Crestwood Advisors Group LLC	35.68K	Jun 30, 26	+2.68K	0.26%
FIFTH THIRD SECURITIES, INC.	33.20K	Jun 30, 26	+12.31K	0.25%
CENTAURUS FINANCIAL, INC.	33.07K	Jun 30, 26	-1.17K	0.25%
Legacy Wealth Managment, LLC/ID	32.39K	Jun 30, 26	-981	0.24%
HBW Advisory Services LLC	32.09K	Jun 30, 26	+5.77K	0.24%
COMMONWEALTH EQUITY SERVICES, LLC	31.52K	Jun 30, 26	-9.78K	0.23%
Clear Creek Financial Management, LLC	30.93K	Jun 30, 26	+30.93K	0.23%
Beacon Pointe Advisors, LLC	29.73K	Jun 30, 26	-14.12K	0.22%
HARBOUR INVESTMENTS, INC.	29.50K	Jun 30, 26	+3.20K	0.22%
Scarborough Advisors, LLC	28.72K	Jun 30, 26	+166	0.21%
Cornerstone Wealth Management, LLC	28.12K	Jun 30, 26	-2.77K	0.21%
Fortress Wealth Group, LLC	27.49K	Jun 30, 26	+3.17K	0.20%
Fearless Solutions, LLC dba Best Invest	26.30K	Jun 30, 26	+2.05K	0.19%
PRINCIPAL SECURITIES, INC.	25.71K	Jun 30, 26	+10.27K	0.19%
Advisory Services Network, LLC	24.95K	Jun 30, 26	+500	0.18%
Commerce Advisors, LLC	24.85K	Jun 30, 26	+16	0.18%
CAPTRUST FINANCIAL ADVISORS	24.50K	Jun 30, 26	+24.50K	0.18%
D.A. DAVIDSON & CO.	24.24K	Jun 30, 26	-566	0.18%
MGO ONE SEVEN LLC	23.84K	Jun 30, 26	-3.20K	0.18%
Sovran Advisors, LLC	23.58K	Jun 30, 26	+506	0.17%
Accurate Wealth Management, LLC	22.59K	Jun 30, 26	+10.53K	0.17%
Stratos Wealth Partners, LTD.	20.56K	Jun 30, 26	+834	0.15%
Private Advisor Group, LLC	20.30K	Jun 30, 26	-2.17K	0.15%
Syntegra Private Wealth Group, LLC	19.76K	Jun 30, 26	-6.00K	0.15%
Equitable Holdings, Inc.	18.61K	Jun 30, 26	-6.04K	0.14%
Gladstone Institutional Advisory LLC	18.11K	Jun 30, 26	-226	0.13%
Southland Equity Partners LLC	17.81K	Jun 30, 26	-91	0.13%
SHP Wealth Management	17.54K	Jun 30, 26	+11.94K	0.13%
TrueWealth Advisors, LLC	17.13K	Jun 30, 26	+559	0.13%
ADAPT WEALTH ADVISORS, LLC	17.04K	Jun 30, 26	+385	0.13%
B. Riley Wealth Advisors, Inc.	15.78K	Jun 30, 26	+285	0.12%
Keating Financial Advisory Services, Inc.	14.77K	Jun 30, 26	+4.99K	0.11%
Holistic Planning, LLC	14.74K	Jun 30, 26	+2.43K	0.11%
Wealthcare Advisory Partners LLC	14.64K	Jun 30, 26	-2.24K	0.11%
Capital Investment Advisory Services, LLC	13.23K	Jun 30, 26	+65	0.10%
Price Capital Management, Inc.	13.00K	Jun 30, 26	+13.00K	0.10%
Alchemi Wealth, LLC	12.54K	Jun 30, 26	+495	0.09%
Weaver Consulting Group	12.54K	Jun 30, 26	+188	0.09%
LANGLEY WEALTH MANAGEMENT, LLC	11.09K	Jun 30, 26	+11.09K	0.08%
Janney Montgomery Scott LLC	10.96K	Jun 30, 26	+6.16K	0.08%
Altium Investment Strategies LLC	10.74K	Jun 30, 26	+10.74K	0.08%
Perigon Wealth Management, LLC	10.32K	Jun 30, 26	--	0.08%
Schwallier Wealth Management LLC	10.23K	Jun 30, 26	-3.86K	0.08%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.54K	Jun 30, 26	-981	0.07%
Rockefeller Capital Management L.P.	8.72K	Jun 30, 26	+1.13K	0.06%
HighPoint Advisor Group LLC	8.27K	Jun 30, 26	+436	0.06%
OxenFree Capital LLC	8.21K	Jun 30, 26	+197	0.06%
AMERIFLEX GROUP, INC.	7.43K	Jun 30, 26	--	0.06%
BNB Wealth Management, LLC	7.21K	Jun 30, 26	-400	0.05%
North Forty Two & Co.	7.10K	Jun 30, 26	+600	0.05%
Sequent Planning LLC	6.96K	Jun 30, 26	+526	0.05%
IFG Advisory, LLC	6.80K	Jun 30, 26	+6.80K	0.05%
City Center Advisors, LLC	6.80K	Jun 30, 26	-235	0.05%
COMPASS FINANCIAL MANAGEMENT LLC	6.45K	Jun 30, 26	+6.45K	0.05%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	6.15K	Jun 30, 26	-2.64K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.45K	Jun 30, 26	+526	0.04%
Purus Wealth Management, LLC	5.30K	Jun 30, 26	--	0.04%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.15K	Jun 30, 26	+5.15K	0.04%
BURKE & HERBERT BANK & TRUST CO	5.14K	Jun 30, 26	-100	0.04%
Great Waters Wealth Management	4.99K	Jun 30, 26	--	0.04%
Brookwood Investment Group LLC	4.78K	Jun 30, 26	-5.95K	0.04%
Secure Asset Management, LLC	4.75K	Jun 30, 26	-83	0.04%
Kovack Advisors, Inc.	4.67K	Jun 30, 26	+4.67K	0.03%
STEPHENS INC /AR/	4.50K	Jun 30, 26	--	0.03%
Geneos Wealth Management Inc.	4.47K	Jun 30, 26	-300	0.03%
Signature Equity Partners, LLC	3.91K	Jun 30, 26	-620	0.03%
Ameritas Advisory Services, LLC	3.19K	Jun 30, 26	+3.19K	0.02%
AdvisorNet Financial, Inc	2.46K	Jun 30, 26	-1.55K	0.02%
Integrated Wealth Concepts LLC	2.40K	Jun 30, 26	+2.40K	0.02%
BLUELINE ADVISORS LLC	1.09K	Jun 30, 26	+1.03K	0.01%
IFP Advisors, Inc	1.04K	Jun 30, 26	+41	0.01%
PRIVATE TRUST CO NA	688	Jun 30, 26	+188	0.01%
CALDWELL SUTTER CAPITAL, INC.	390	Jun 30, 26	+330	0.00%
MERCER GLOBAL ADVISORS INC /ADV	254	Jun 30, 26	+254	0.00%
MORGAN STANLEY	197	Jun 30, 26	+197	0.00%
FMR LLC	4	Jun 30, 26	+2	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	-2.84K	0.00%
AE Wealth Management LLC	--	Jun 30, 26	-6	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-58.90K	--
Mariner, LLC	--	Jun 30, 26	-8.79K	--
Octavia Wealth Advisors, LLC	--	Jun 30, 26	-4.67K	--
HighTower Advisors, LLC	--	Jun 30, 26	-16.78K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-36.94K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-92	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-64.42K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-38.89K	--
RAYMOND JAMES FINANCIAL INC	244.96K	Mar 31, 26	-6.12K	1.82%
ENVESTNET ASSET MANAGEMENT INC	206.90K	Mar 31, 26	+47.67K	1.53%
ASSETMARK, INC	146.15K	Mar 31, 26	+544	1.08%
JONES FINANCIAL COMPANIES LLLP	143.44K	Mar 31, 26	+26.99K	1.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	105.03K	Mar 31, 26	+8.26K	0.78%
Waycross Investment Management Co	89.98K	Mar 31, 26	-1.63K	0.67%
Independence Asset Advisors, LLC	69.54K	Mar 31, 26	-585	0.52%
PSI Advisors, LLC	61.95K	Mar 31, 26	+7.78K	0.46%
Moors & Cabot, Inc.	38.48K	Mar 31, 26	+8.08K	0.29%
Cornerstone Wealth Management, LLC	30.89K	Mar 31, 26	-291	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	30.21K	Mar 31, 26	+12.11K	0.22%
Commerce Advisors, LLC	24.84K	Mar 31, 26	+24.84K	0.18%
D.A. DAVIDSON & CO.	24.81K	Mar 31, 26	+11.03K	0.18%
B. Riley Wealth Advisors, Inc.	15.49K	Mar 31, 26	+8	0.11%
PRINCIPAL SECURITIES, INC.	15.44K	Mar 31, 26	+1.00K	0.11%
Capital Investment Advisory Services, LLC	13.17K	Mar 31, 26	+8.40K	0.10%
Rockefeller Capital Management L.P.	7.60K	Mar 31, 26	-1.14K	0.06%
Sunbelt Securities, Inc.	2.81K	Mar 31, 26	-111	0.02%
CWM, LLC	417	Mar 31, 26	+4	0.00%
Client First Investment Management LLC	--	Mar 31, 26	-11.43K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-3.81K	--
AVANTAX ADVISORY SERVICES, INC.	243.48K	Jun 30, 25	+1.20K	1.80%
Atria Wealth Solutions, Inc.	164.75K	Jun 30, 25	-73.87K	1.22%
IronOak Wealth LLC.	36.07K	Jun 30, 25	+36.07K	0.27%
Legacy Investment Solutions, LLC	29.66K	Jun 30, 25	+29.66K	0.22%
RAYMOND JAMES & ASSOCIATES	102.45K	Sep 30, 24	-36.61K	0.76%
Raymond James Financial Services Advisors, Inc.	78.91K	Sep 30, 24	+6.98K	0.58%
Cetera Advisor Networks LLC	48.21K	Mar 31, 24	-6.22K	0.36%
Cetera Advisors LLC	26.52K	Mar 31, 24	+14.43K	0.20%
American Portfolios Advisors	203	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	61	Sep 30, 22	-154	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

1.61M

Jun 30, 26

-206.20K

11.90%

Foundations Investment Advisors, LLC

616.24K

Jun 30, 26

+24.39K

4.57%

Cetera Investment Advisers

339.80K

Jun 30, 26

+1.24K

2.52%

ADVISOR GROUP HOLDINGS, INC.

310.58K

Jun 30, 26

+39.40K

2.30%

RAYMOND JAMES FINANCIAL INC

279.08K

Jun 30, 26

+34.12K

2.07%

TRUIST FINANCIAL CORP

255.65K

Jun 30, 26

+29.49K

1.89%

Kestra Advisory Services, LLC

241.72K

Jun 30, 26

-9.95K

1.79%

ENVESTNET ASSET MANAGEMENT INC

233.42K

Jun 30, 26

+26.52K

1.73%

Systelligence, LLC

218.25K

Jun 30, 26

-6.86K

1.62%

Cambridge Investment Research Advisors, Inc.

205.73K

Jun 30, 26

-11.93K

1.52%

Goldstone Financial Group, LLC

185.56K

Jun 30, 26

+116.05K

1.38%

Western Wealth Management, LLC

180.38K

Jun 30, 26

+27.62K

1.34%

NewEdge Advisors, LLC

174.42K

Jun 30, 26

-17.39K

1.29%

JONES FINANCIAL COMPANIES LLLP

171.79K

Jun 30, 26

+28.36K

1.27%

MML INVESTORS SERVICES, LLC

166.29K

Jun 30, 26

+25.84K

1.23%

Sidoxia Capital Management, LLC

151.88K

Jun 30, 26

+33.02K

1.13%

ASSETMARK, INC

144.00K

Jun 30, 26

-2.15K

1.07%

VERUS CAPITAL PARTNERS, LLC

135.50K

Jun 30, 26

+118.52K

1.00%

Commonwealth Financial Services, LLC

113.89K

Jun 30, 26

+113.89K

0.84%

CREATIVE FINANCIAL DESIGNS INC /ADV

109.31K

Jun 30, 26

+4.28K

0.81%

WINEBRENNER CAPITAL MANAGEMENT LLC

104.13K

Jun 30, 26

-14.59K

0.77%

INDEPENDENT FINANCIAL GROUP, LLC

102.15K

Jun 30, 26

-101.23K

0.76%

Strategic Blueprint, LLC

96.54K

Jun 30, 26

-5.17K

0.72%

Waycross Investment Management Co

89.82K

Jun 30, 26

-165

0.67%

Sigma Planning Corp

81.68K

Jun 30, 26

-20.38K

0.61%

Independence Asset Advisors, LLC

77.21K

Jun 30, 26

+7.67K

0.57%

Client First Investment Management LLC

75.74K

Jun 30, 26

+75.74K

0.56%

STIFEL FINANCIAL CORP

75.20K

Jun 30, 26

+619

0.56%

J.W. COLE ADVISORS, INC.

71.90K

Jun 30, 26

+71.90K

0.53%

SILVER OAK SECURITIES, INCORPORATED

69.88K

Jun 30, 26

+15.47K

0.52%

Independent Wealth Network Inc.

64.95K

Jun 30, 26

-3.22K

0.48%

Sanctuary Advisors, LLC

61.14K

Jun 30, 26

+5.19K

0.45%

Colonial River Wealth Management, LLC

55.64K

Jun 30, 26

+55.64K

0.41%

PSI Advisors, LLC

55.38K

Jun 30, 26

-6.56K

0.41%

KESTRA PRIVATE WEALTH SERVICES, LLC

54.02K

Jun 30, 26

+2.40K

0.40%

WealthPlan Investment Management, LLC

53.24K

Jun 30, 26

+671

0.39%

Camarda Financial Advisors, LLC

53.08K

Jun 30, 26

+36.68K

0.39%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

51.88K

Jun 30, 26

+21.66K

0.38%

Stewardship Advisors, LLC

45.15K

Jun 30, 26

-62.64K

0.33%

CAMPBELL CAPITAL MANAGEMENT INC

44.14K

Jun 30, 26

+44.14K

0.33%

ROYAL BANK OF CANADA

43.48K

Jun 30, 26

+42.31K

0.32%

Moors & Cabot, Inc.

43.45K

Jun 30, 26

+4.96K

0.32%

Ausdal Financial Partners, Inc.

40.70K

Jun 30, 26

-867

0.30%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

36.42K

Jun 30, 26

-1.31K

0.27%

Crestwood Advisors Group LLC

35.68K

Jun 30, 26

+2.68K

0.26%

FIFTH THIRD SECURITIES, INC.

33.20K

Jun 30, 26

+12.31K

0.25%

CENTAURUS FINANCIAL, INC.

33.07K

Jun 30, 26

-1.17K

0.25%

Legacy Wealth Managment, LLC/ID

32.39K

Jun 30, 26

-981

0.24%

HBW Advisory Services LLC

32.09K

Jun 30, 26

+5.77K

0.24%

COMMONWEALTH EQUITY SERVICES, LLC

31.52K

Jun 30, 26

-9.78K

0.23%

Clear Creek Financial Management, LLC

30.93K

Jun 30, 26

+30.93K

0.23%

Beacon Pointe Advisors, LLC

29.73K

Jun 30, 26

-14.12K

0.22%

HARBOUR INVESTMENTS, INC.

29.50K

Jun 30, 26

+3.20K

0.22%

Scarborough Advisors, LLC

28.72K

Jun 30, 26

+166

0.21%

Cornerstone Wealth Management, LLC

28.12K

Jun 30, 26

-2.77K

0.21%

Fortress Wealth Group, LLC

27.49K

Jun 30, 26

+3.17K

0.20%

Fearless Solutions, LLC dba Best Invest

26.30K

Jun 30, 26

+2.05K

0.19%

PRINCIPAL SECURITIES, INC.

25.71K

Jun 30, 26

+10.27K

0.19%

Advisory Services Network, LLC

24.95K

Jun 30, 26

+500

0.18%

Commerce Advisors, LLC

24.85K

Jun 30, 26

+16

0.18%

CAPTRUST FINANCIAL ADVISORS

24.50K

Jun 30, 26

+24.50K

0.18%

D.A. DAVIDSON & CO.

24.24K

Jun 30, 26

-566

0.18%

MGO ONE SEVEN LLC

23.84K

Jun 30, 26

-3.20K

0.18%

Sovran Advisors, LLC

23.58K

Jun 30, 26

+506

0.17%

Accurate Wealth Management, LLC

22.59K

Jun 30, 26

+10.53K

0.17%

Stratos Wealth Partners, LTD.

20.56K

Jun 30, 26

+834

0.15%

Private Advisor Group, LLC

20.30K

Jun 30, 26

-2.17K

0.15%

Syntegra Private Wealth Group, LLC

19.76K

Jun 30, 26

-6.00K

0.15%

Equitable Holdings, Inc.

18.61K

Jun 30, 26

-6.04K

0.14%

Gladstone Institutional Advisory LLC

18.11K

Jun 30, 26

-226

0.13%

Southland Equity Partners LLC

17.81K

Jun 30, 26

-91

0.13%

SHP Wealth Management

17.54K

Jun 30, 26

+11.94K

0.13%

TrueWealth Advisors, LLC

17.13K

Jun 30, 26

+559

0.13%

ADAPT WEALTH ADVISORS, LLC

17.04K

Jun 30, 26

+385

0.13%

B. Riley Wealth Advisors, Inc.

15.78K

Jun 30, 26

+285

0.12%

Keating Financial Advisory Services, Inc.

14.77K

Jun 30, 26

+4.99K

0.11%

Holistic Planning, LLC

14.74K

Jun 30, 26

+2.43K

0.11%

Wealthcare Advisory Partners LLC

14.64K

Jun 30, 26

-2.24K

0.11%

Capital Investment Advisory Services, LLC

13.23K

Jun 30, 26

+65

0.10%

Price Capital Management, Inc.

13.00K

Jun 30, 26

+13.00K

0.10%

Alchemi Wealth, LLC

12.54K

Jun 30, 26

+495

0.09%

Weaver Consulting Group

12.54K

Jun 30, 26

+188

0.09%

LANGLEY WEALTH MANAGEMENT, LLC

11.09K

Jun 30, 26

+11.09K

0.08%

Janney Montgomery Scott LLC

10.96K

Jun 30, 26

+6.16K

0.08%

Altium Investment Strategies LLC

10.74K

Jun 30, 26

+10.74K

0.08%

Perigon Wealth Management, LLC

10.32K

Jun 30, 26

0.08%

Schwallier Wealth Management LLC

10.23K

Jun 30, 26

-3.86K

0.08%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.54K

Jun 30, 26

-981

0.07%

Rockefeller Capital Management L.P.

8.72K

Jun 30, 26

+1.13K

0.06%

HighPoint Advisor Group LLC

8.27K

Jun 30, 26

+436

0.06%

OxenFree Capital LLC

8.21K

Jun 30, 26

+197

0.06%

AMERIFLEX GROUP, INC.

7.43K

Jun 30, 26

0.06%

BNB Wealth Management, LLC

7.21K

Jun 30, 26

-400

0.05%

North Forty Two & Co.

7.10K

Jun 30, 26

+600

0.05%

Sequent Planning LLC

6.96K

Jun 30, 26

+526

0.05%

IFG Advisory, LLC

6.80K

Jun 30, 26

+6.80K

0.05%

City Center Advisors, LLC

6.80K

Jun 30, 26

-235

0.05%

COMPASS FINANCIAL MANAGEMENT LLC

6.45K

Jun 30, 26

+6.45K

0.05%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

6.15K

Jun 30, 26

-2.64K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.45K

Jun 30, 26

+526

0.04%

Purus Wealth Management, LLC

5.30K

Jun 30, 26

0.04%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.15K

Jun 30, 26

+5.15K

0.04%

BURKE & HERBERT BANK & TRUST CO

5.14K

Jun 30, 26

-100

0.04%

Great Waters Wealth Management

4.99K

Jun 30, 26

0.04%

Brookwood Investment Group LLC

4.78K

Jun 30, 26

-5.95K

0.04%

Secure Asset Management, LLC

4.75K

Jun 30, 26

-83

0.04%

Kovack Advisors, Inc.

4.67K

Jun 30, 26

+4.67K

0.03%

STEPHENS INC /AR/

4.50K

Jun 30, 26

0.03%

Geneos Wealth Management Inc.

4.47K

Jun 30, 26

-300

0.03%

Signature Equity Partners, LLC

3.91K

Jun 30, 26

-620

0.03%

Ameritas Advisory Services, LLC

3.19K

Jun 30, 26

+3.19K

0.02%

AdvisorNet Financial, Inc

2.46K

Jun 30, 26

-1.55K

0.02%

Integrated Wealth Concepts LLC

2.40K

Jun 30, 26

+2.40K

0.02%

BLUELINE ADVISORS LLC

1.09K

Jun 30, 26

+1.03K

0.01%

IFP Advisors, Inc

1.04K

Jun 30, 26

+41

0.01%

PRIVATE TRUST CO NA

688

Jun 30, 26

+188

0.01%

CALDWELL SUTTER CAPITAL, INC.

390

Jun 30, 26

+330

0.00%

MERCER GLOBAL ADVISORS INC /ADV

254

Jun 30, 26

+254

0.00%

MORGAN STANLEY

197

Jun 30, 26

+197

0.00%

FMR LLC

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-2.84K

0.00%

AE Wealth Management LLC

Jun 30, 26

-6

JANE STREET GROUP, LLC

Jun 30, 26

-58.90K

Mariner, LLC

Jun 30, 26

-8.79K

Octavia Wealth Advisors, LLC

Jun 30, 26

-4.67K

HighTower Advisors, LLC

Jun 30, 26

-16.78K

CITADEL ADVISORS LLC

Jun 30, 26

-36.94K

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-92

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-64.42K

Belpointe Asset Management LLC

Jun 30, 26

-38.89K

RAYMOND JAMES FINANCIAL INC

244.96K

Mar 31, 26

-6.12K

1.82%

ENVESTNET ASSET MANAGEMENT INC

206.90K

Mar 31, 26

+47.67K

1.53%

ASSETMARK, INC

146.15K

Mar 31, 26

+544

1.08%

JONES FINANCIAL COMPANIES LLLP

143.44K

Mar 31, 26

+26.99K

1.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

105.03K

Mar 31, 26

+8.26K

0.78%

Waycross Investment Management Co

89.98K

Mar 31, 26

-1.63K

0.67%

Independence Asset Advisors, LLC

69.54K

Mar 31, 26

-585

0.52%

PSI Advisors, LLC

61.95K

Mar 31, 26

+7.78K

0.46%

Moors & Cabot, Inc.

38.48K

Mar 31, 26

+8.08K

0.29%

Cornerstone Wealth Management, LLC

30.89K

Mar 31, 26

-291

0.23%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

30.21K

Mar 31, 26

+12.11K

0.22%

Commerce Advisors, LLC

24.84K

Mar 31, 26

+24.84K

0.18%

D.A. DAVIDSON & CO.

24.81K

Mar 31, 26

+11.03K

0.18%

B. Riley Wealth Advisors, Inc.

15.49K

Mar 31, 26

0.11%

PRINCIPAL SECURITIES, INC.

15.44K

Mar 31, 26

+1.00K

0.11%

Capital Investment Advisory Services, LLC

13.17K

Mar 31, 26

+8.40K

0.10%

Rockefeller Capital Management L.P.

7.60K

Mar 31, 26

-1.14K

0.06%

Sunbelt Securities, Inc.

2.81K

Mar 31, 26

-111

0.02%

CWM, LLC

417

Mar 31, 26

0.00%

Client First Investment Management LLC

Mar 31, 26

-11.43K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-3.81K

AVANTAX ADVISORY SERVICES, INC.

243.48K

Jun 30, 25

+1.20K

1.80%

Atria Wealth Solutions, Inc.

164.75K

Jun 30, 25

-73.87K

1.22%

IronOak Wealth LLC.

36.07K

Jun 30, 25

+36.07K

0.27%

Legacy Investment Solutions, LLC

29.66K

Jun 30, 25

+29.66K

0.22%

RAYMOND JAMES & ASSOCIATES

102.45K

Sep 30, 24

-36.61K

0.76%

Raymond James Financial Services Advisors, Inc.

78.91K

Sep 30, 24

+6.98K

0.58%

Cetera Advisor Networks LLC

48.21K

Mar 31, 24

-6.22K

0.36%

Cetera Advisors LLC

26.52K

Mar 31, 24

+14.43K

0.20%

American Portfolios Advisors

203

Sep 30, 22

0.00%

Strategic Asset Management, LLC

Sep 30, 22

-154

0.00%