Pacer Trendpilot US Large Cap ETF(PTLC)

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Pacer Trendpilot US Large Cap ETF(PTLC)

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$57.73—

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PTLC(PTLC)

PTLC

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Institutional Ownership

Top 322 Institutional Holders

Holder	Shares	Date	Change	% Held
CFS Investment Advisory Services, LLC	2.03M	Jun 30, 26	-3.17K	3.55%
Cambridge Investment Research Advisors, Inc.	739.46K	Jun 30, 26	-19.53K	1.29%
Kestra Advisory Services, LLC	300.08K	Jun 30, 26	-25.80K	0.53%
MBL Wealth, LLC	299.16K	Jun 30, 26	-8.33K	0.52%
Merit Financial Group, LLC	267.26K	Jun 30, 26	-190.95K	0.47%
Deane Retirement Strategies, Inc.	218.68K	Jun 30, 26	-3.66K	0.38%
Private Advisor Group, LLC	200.43K	Jun 30, 26	+12.26K	0.35%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	185.92K	Jun 30, 26	+19.64K	0.33%
J.W. COLE ADVISORS, INC.	176.78K	Jun 30, 26	-11.22K	0.31%
REUTER JAMES WEALTH MANAGEMENT, LLC	155.03K	Jun 30, 26	+2.56K	0.27%
Financial Enhancement Group LLC	148.67K	Jun 30, 26	-2.40K	0.26%
PFG Advisors	142.26K	Jun 30, 26	+10.76K	0.25%
Concurrent Investment Advisors, LLC	89.66K	Jun 30, 26	-27.81K	0.16%
DAVENPORT & Co LLC	76.67K	Jun 30, 26	-12.16K	0.13%
Prospera Financial Services Inc	58.80K	Jun 30, 26	+1.25K	0.10%
Whitaker-Myers Wealth Managers, LTD.	48.72K	Jun 30, 26	+429	0.09%
Capital Investment Advisory Services, LLC	46.44K	Jun 30, 26	+548	0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV	42.44K	Jun 30, 26	-3.82K	0.07%
CRUX WEALTH ADVISORS	41.17K	Jun 30, 26	+361	0.07%
MATHER GROUP, LLC.	39.46K	Jun 30, 26	-4.55K	0.07%
IFP Advisors, Inc	31.34K	Jun 30, 26	+1.55K	0.05%
PRIVATE TRUST CO NA	29.42K	Jun 30, 26	+500	0.05%
BEAM WEALTH ADVISORS, INC.	27.07K	Jun 30, 26	--	0.05%
TRUIST FINANCIAL CORP	20.07K	Jun 30, 26	-360	0.04%
Advisor Resource Council	20.07K	Jun 30, 26	-260	0.04%
D.A. DAVIDSON & CO.	18.25K	Jun 30, 26	-2.72K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.68K	Jun 30, 26	-5.48K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	15.66K	Jun 30, 26	-3.87K	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	14.62K	Jun 30, 26	+1.39K	0.03%
Atria Investments, Inc	14.42K	Jun 30, 26	+14.42K	0.03%
American Institute for Advanced Investment Management, LLP	13.66K	Jun 30, 26	-1.00K	0.02%
Welch Group, LLC	13.61K	Jun 30, 26	--	0.02%
Apollon Wealth Management, LLC	12.21K	Jun 30, 26	--	0.02%
Clark Asset Management, LLC	11.63K	Jun 30, 26	--	0.02%
XY Planning Network, Inc.	11.57K	Jun 30, 26	--	0.02%
JBR Co Financial Management Inc	11.38K	Jun 30, 26	-513	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	11.36K	Jun 30, 26	-1.69K	0.02%
MERIDIAN INVESTMENT COUNSEL INC.	11.02K	Jun 30, 26	-830	0.02%
EverSource Wealth Advisors, LLC	10.49K	Jun 30, 26	--	0.02%
Patriot Financial Group Insurance Agency, LLC	10.06K	Jun 30, 26	-10.06K	0.02%
XML Financial, LLC	9.65K	Jun 30, 26	+9.65K	0.02%
Gladstone Institutional Advisory LLC	9.30K	Jun 30, 26	--	0.02%
LexAurum Advisors, LLC	9.19K	Jun 30, 26	+3.76K	0.02%
TITLEIST ASSET MANAGEMENT, LLC	8.72K	Jun 30, 26	+8.72K	0.02%
True North Advisors, LLC	8.40K	Jun 30, 26	+3.20K	0.01%
Mayflower Financial Advisors, LLC	8.31K	Jun 30, 26	--	0.01%
WEDBUSH SECURITIES INC	8.22K	Jun 30, 26	+2.15K	0.01%
Optivise Advisory Services LLC	8.01K	Jun 30, 26	-3.45K	0.01%
FORTEM FINANCIAL GROUP, LLC	7.26K	Jun 30, 26	+7.26K	0.01%
Redhawk Wealth Advisors, Inc.	6.80K	Jun 30, 26	--	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	6.22K	Jun 30, 26	--	0.01%
HBW Advisory Services LLC	6.17K	Jun 30, 26	-273	0.01%
Carnegie Lake Advisors LLC	5.90K	Jun 30, 26	-1.97K	0.01%
Post Resch Tallon Group Inc.	5.75K	Jun 30, 26	+300	0.01%
Spire Wealth Management	5.60K	Jun 30, 26	-30	0.01%
Sovereign Financial Group, Inc.	5.54K	Jun 30, 26	-41	0.01%
HMV Wealth Advisors, LLC	5.50K	Jun 30, 26	--	0.01%
Heritage Wealth Management, Inc.	4.22K	Jun 30, 26	--	0.01%
Tempus Wealth Planning, LLC	3.79K	Jun 30, 26	+3.79K	0.01%
Bryant Woods Investment Advisors, LLC	3.76K	Jun 30, 26	+3.76K	0.01%
Castle Rock Wealth Management, LLC	3.74K	Jun 30, 26	+3.74K	0.01%
BCS Wealth Management	3.54K	Jun 30, 26	+3.54K	0.01%
Grandview Asset Management LLC	3.50K	Jun 30, 26	+3.50K	0.01%
FIRST HORIZON CORP	3.16K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	2.78K	Jun 30, 26	-1.49K	0.00%
Golden State Wealth Management, LLC	2.29K	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	2.03K	Jun 30, 26	--	0.00%
EASTERN BANK	1.50K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	1.10K	Jun 30, 26	+101	0.00%
CoreCap Advisors, LLC	866	Jun 30, 26	--	0.00%
BURKETT FINANCIAL SERVICES, LLC	753	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	508	Jun 30, 26	-1.02K	0.00%
FINANCIAL CONSULATE, INC	301	Jun 30, 26	--	0.00%
LRI Investments, LLC	300	Jun 30, 26	-45	0.00%
WOLFF WIESE MAGANA LLC	209	Jun 30, 26	--	0.00%
ORG Wealth Partners, LLC	171	Jun 30, 26	-468	0.00%
SJS Investment Consulting Inc.	--	Jun 30, 26	-600	--
Clarus Group, Inc.	--	Jun 30, 26	-6.09K	--
CARY STREET PARTNERS FINANCIAL LLC	--	Jun 30, 26	-4.79K	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-144.07K	--
Oakworth Capital, Inc.	--	Jun 30, 26	-1.56K	--
Bison Wealth, LLC	--	Jun 30, 26	-3.48K	--
LPL Financial LLC	5.76M	Mar 31, 26	-21.70K	10.08%
BANK OF AMERICA CORP /DE/	5.59M	Mar 31, 26	-215.72K	9.79%
MORGAN STANLEY	3.70M	Mar 31, 26	-124.65K	6.48%
SFMG, LLC	2.51M	Mar 31, 26	+94.28K	4.39%
WELLS FARGO & COMPANY/MN	2.31M	Mar 31, 26	+4.28K	4.04%
RAYMOND JAMES FINANCIAL INC	2.18M	Mar 31, 26	+2.73K	3.81%
Cetera Investment Advisers	1.45M	Mar 31, 26	-483	2.54%
UBS Group AG	996.09K	Mar 31, 26	-38.06K	1.74%
ADVISOR GROUP HOLDINGS, INC.	802.64K	Mar 31, 26	-306.61K	1.40%
COMMONWEALTH EQUITY SERVICES, LLC	658.00K	Mar 31, 26	-1.13K	1.15%
ENVESTNET ASSET MANAGEMENT INC	651.75K	Mar 31, 26	+29.40K	1.14%
ROYAL BANK OF CANADA	606.53K	Mar 31, 26	-7.50K	1.06%
STIFEL FINANCIAL CORP	479.99K	Mar 31, 26	+14.15K	0.84%
LEVEL FOUR ADVISORY SERVICES, LLC	367.17K	Mar 31, 26	+2.98K	0.64%
NewEdge Advisors, LLC	325.92K	Mar 31, 26	-68.15K	0.57%
Kestra Advisory Services, LLC	325.88K	Mar 31, 26	-30.48K	0.57%
MML INVESTORS SERVICES, LLC	299.26K	Mar 31, 26	-95.72K	0.52%
Tyche Wealth Partners LLC	283.67K	Mar 31, 26	+7.13K	0.50%
Geneos Wealth Management Inc.	230.82K	Mar 31, 26	-39.00K	0.40%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	213.06K	Mar 31, 26	-21.94K	0.37%
Meridian Wealth Advisors, LLC	203.95K	Mar 31, 26	+459	0.36%
Pacer Advisors, Inc.	193.99K	Mar 31, 26	-2.95K	0.34%
MY Wealth Management Inc.	174.93K	Mar 31, 26	-43.66K	0.31%
Rockefeller Capital Management L.P.	174.08K	Mar 31, 26	-24.29K	0.30%
Creative Planning	162.64K	Mar 31, 26	-285	0.28%
Steward Partners Investment Advisory, LLC	162.39K	Mar 31, 26	+1.34K	0.28%
AlphaCore Capital LLC	158.84K	Mar 31, 26	+11.53K	0.28%
MONECO Advisors, LLC	119.35K	Mar 31, 26	-31.10K	0.21%
Retirement Planning Group	115.77K	Mar 31, 26	+109.14K	0.20%
HighTower Advisors, LLC	111.21K	Mar 31, 26	-1.61K	0.19%
Golden State Equity Partners	101.89K	Mar 31, 26	+101.89K	0.18%
Bryn Mawr Capital Management, LLC	93.49K	Mar 31, 26	-1.03K	0.16%
Sanctuary Advisors, LLC	88.43K	Mar 31, 26	+1.77K	0.15%
AMERIPRISE FINANCIAL INC	84.25K	Mar 31, 26	-26.82K	0.15%
Curtis Advisory Group, LLC	80.76K	Mar 31, 26	+613	0.14%
OFC FINANCIAL PLANNING, LLC	76.31K	Mar 31, 26	-1.75K	0.13%
Vienna Asset Management LLC	73.72K	Mar 31, 26	-10.62K	0.13%
CITIGROUP INC	71.88K	Mar 31, 26	-4.19K	0.13%
MAGNOLIA CAPITAL ADVISORS LLC	68.86K	Mar 31, 26	-9.45K	0.12%
Aft, Forsyth & Sober, LLC	68.55K	Mar 31, 26	--	0.12%
CITADEL ADVISORS LLC	67.08K	Mar 31, 26	+55.75K	0.12%
Janney Montgomery Scott LLC	57.00K	Mar 31, 26	-936	0.10%
Soltis Investment Advisors LLC	48.31K	Mar 31, 26	-5.78K	0.08%
Stratos Wealth Partners, LTD.	46.88K	Mar 31, 26	-381	0.08%
MONEY CONCEPTS CAPITAL CORP	44.85K	Mar 31, 26	+728	0.08%
Forefront Wealth Partners, LLC	42.31K	Mar 31, 26	+8.78K	0.07%
CENTRAL TRUST Co	42.28K	Mar 31, 26	-1.41K	0.07%
One Degree Advisors Inc	40.91K	Mar 31, 26	-145	0.07%
Oder Investment Management, LLC	40.62K	Mar 31, 26	+96	0.07%
Western Wealth Management, LLC	38.49K	Mar 31, 26	-46.34K	0.07%
Kathmere Capital Management, LLC	35.86K	Mar 31, 26	-85	0.06%
Integrated Wealth Concepts LLC	35.18K	Mar 31, 26	-1.89K	0.06%
HARBOUR INVESTMENTS, INC.	33.18K	Mar 31, 26	+3.27K	0.06%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	33.15K	Mar 31, 26	-465	0.06%
Perennial Investment Advisors, LLC	32.61K	Mar 31, 26	-1.87K	0.06%
WealthShield Partners, LLC	30.76K	Mar 31, 26	-550	0.05%
PRIVATE TRUST CO NA	28.92K	Mar 31, 26	--	0.05%
OPPENHEIMER & CO INC	28.49K	Mar 31, 26	+1.33K	0.05%
ADE, LLC	28.11K	Mar 31, 26	-2.00K	0.05%
Independent Advisor Alliance	27.83K	Mar 31, 26	+27.83K	0.05%
FIFTH THIRD BANCORP	27.81K	Mar 31, 26	+27.81K	0.05%
WBI INVESTMENTS, INC.	27.09K	Mar 31, 26	-26.45K	0.05%
MILLINGTON SECURITIES, INC.	27.09K	Mar 31, 26	+27.09K	0.05%
BEAM WEALTH ADVISORS, INC.	27.07K	Mar 31, 26	-30.93K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	26.36K	Mar 31, 26	+136	0.05%
CALTON & ASSOCIATES, INC.	24.89K	Mar 31, 26	-12.51K	0.04%
Camarda Financial Advisors, LLC	23.53K	Mar 31, 26	-127	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	23.15K	Mar 31, 26	-7.70K	0.04%
SAXON INTERESTS, INC.	22.63K	Mar 31, 26	+4.69K	0.04%
TCFG WEALTH MANAGEMENT, LLC	21.44K	Mar 31, 26	-888	0.04%
Strategic Financial Partners, Ltd.	21.35K	Mar 31, 26	-642	0.04%
TRUIST FINANCIAL CORP	20.43K	Mar 31, 26	-206.99K	0.04%
Advisor Resource Council	20.33K	Mar 31, 26	-5.89K	0.04%
StoneX Group Inc.	19.89K	Mar 31, 26	+1.17K	0.03%
Equitable Holdings, Inc.	19.86K	Mar 31, 26	+440	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	19.06K	Mar 31, 26	--	0.03%
Mariner, LLC	18.89K	Mar 31, 26	-4.09K	0.03%
Buckingham Strategic Partners	18.75K	Mar 31, 26	+5.00K	0.03%
Summit Financial, LLC	18.05K	Mar 31, 26	-1.28K	0.03%
Sigma Planning Corp	17.47K	Mar 31, 26	-111	0.03%
WCG Wealth Advisors LLC	17.03K	Mar 31, 26	+3.13K	0.03%
SCHMIDT P J INVESTMENT MANAGEMENT INC	17.02K	Mar 31, 26	-2.38K	0.03%
SRS Capital Advisors, Inc.	16.85K	Mar 31, 26	-224	0.03%
INVENIO WEALTH PARTNERS LLC	16.53K	Mar 31, 26	-101.41K	0.03%
Ameritas Advisory Services, LLC	15.22K	Mar 31, 26	+376	0.03%
Pensionmark Financial Group, LLC	12.89K	Mar 31, 26	+184	0.02%
CAPITAL & PLANNING, LLC	11.28K	Mar 31, 26	+11.28K	0.02%
NORTHERN TRUST CORP	10.99K	Mar 31, 26	--	0.02%
GeoWealth Management, LLC	10.93K	Mar 31, 26	+10.93K	0.02%
Legacy Trust	10.90K	Mar 31, 26	--	0.02%
INSIGNEO ADVISORY SERVICES, LLC	10.87K	Mar 31, 26	-615	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.77K	Mar 31, 26	-2.91K	0.02%
JANE STREET GROUP, LLC	10.56K	Mar 31, 26	+10.56K	0.02%
Hyundai Investments Co., Ltd.	10.33K	Mar 31, 26	+3.38K	0.02%
FMR LLC	9.66K	Mar 31, 26	+1.71K	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	9.44K	Mar 31, 26	--	0.02%
Aspire Capital Advisors LLC	8.70K	Mar 31, 26	-56.65K	0.02%
Proactive Wealth Strategies LLC	8.66K	Mar 31, 26	+4.38K	0.02%
IHT Wealth Management, LLC	8.49K	Mar 31, 26	-688	0.01%
Baird Financial Group, Inc.	7.90K	Mar 31, 26	-286	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	7.37K	Mar 31, 26	+31	0.01%
PATTEN & PATTEN INC/TN	7.29K	Mar 31, 26	--	0.01%
WNY Asset Management, LLC	6.71K	Mar 31, 26	+6.71K	0.01%
BANK OF MONTREAL /CAN/	6.69K	Mar 31, 26	--	0.01%
Ausdal Financial Partners, Inc.	6.60K	Mar 31, 26	-1.44K	0.01%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	6.54K	Mar 31, 26	+6.54K	0.01%
D. E. Shaw & Co., Inc.	6.38K	Mar 31, 26	+6.38K	0.01%
Belpointe Asset Management LLC	6.31K	Mar 31, 26	+1	0.01%
Maridea Wealth Management LLC	6.29K	Mar 31, 26	-3.43K	0.01%
Advisory Services Network, LLC	6.24K	Mar 31, 26	+10	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	6.22K	Mar 31, 26	+6.22K	0.01%
Gateway Wealth Partners, LLC	5.95K	Mar 31, 26	+5.95K	0.01%
Brinker Capital Investments, LLC	5.95K	Mar 31, 26	-17.45K	0.01%
Beacon Pointe Advisors, LLC	5.38K	Mar 31, 26	-2.39K	0.01%
HRT FINANCIAL LP	5.36K	Mar 31, 26	-8.17K	0.01%
SWS Partners	5.11K	Mar 31, 26	+53	0.01%
ELEMENT POINTE ADVISORS, LLC	5.03K	Mar 31, 26	--	0.01%
NFP Retirement, Inc.	5.01K	Mar 31, 26	-790	0.01%
Insight Advisors, LLC/ PA	5.00K	Mar 31, 26	+2	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.84K	Mar 31, 26	-6	0.01%
Kinloch Capital, LLC	4.75K	Mar 31, 26	+21	0.01%
Allworth Financial LP	4.74K	Mar 31, 26	-2.19K	0.01%
Bank of New York Mellon Corp	4.72K	Mar 31, 26	+94	0.01%
Mascagni Wealth Management, Inc.	4.46K	Mar 31, 26	--	0.01%
Inspire Advisors, LLC	4.31K	Mar 31, 26	-59	0.01%
Heritage Wealth Management, Inc.	4.22K	Mar 31, 26	--	0.01%
Leo Wealth, LLC	4.20K	Mar 31, 26	+4.20K	0.01%
ASSETMARK, INC	4.20K	Mar 31, 26	+527	0.01%
LAIRD NORTON TRUST COMPANY, LLC	4.17K	Mar 31, 26	--	0.01%
XTX Topco Ltd	4.17K	Mar 31, 26	+4.17K	0.01%
Avion Wealth	4.11K	Mar 31, 26	+30	0.01%
New England Private Wealth Advisors LLC	4.11K	Mar 31, 26	--	0.01%
Colony Group, LLC	3.85K	Mar 31, 26	+5	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.61K	Mar 31, 26	+3.29K	0.01%
AMERIFLEX GROUP, INC.	3.52K	Mar 31, 26	--	0.01%
BlackRock, Inc.	3.50K	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	2.59K	Mar 31, 26	+751	0.00%
Root Financial Partners, LLC	2.45K	Mar 31, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	2.21K	Mar 31, 26	-205	0.00%
CWM, LLC	1.90K	Mar 31, 26	+40	0.00%
MAI Capital Management	1.72K	Mar 31, 26	+331	0.00%
Twin Lakes Capital Management, LLC	1.29K	Mar 31, 26	+14	0.00%
Operose Advisors LLC	1.21K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	1.14K	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	1.05K	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	901	Mar 31, 26	-26	0.00%
Aptus Capital Advisors, LLC	581	Mar 31, 26	+464	0.00%
Larson Financial Group LLC	566	Mar 31, 26	+6	0.00%
Newbridge Financial Services Group, Inc.	388	Mar 31, 26	-97	0.00%
Asset Dedication, LLC	337	Mar 31, 26	--	0.00%
Plante Moran Financial Advisors, LLC	300	Mar 31, 26	+300	0.00%
Anchor Investment Management, LLC	273	Mar 31, 26	+273	0.00%
Salomon & Ludwin, LLC	196	Mar 31, 26	-4.61K	0.00%
VANGUARD ADVISERS INC	180	Mar 31, 26	+180	0.00%
Financial Network Wealth Advisors LLC	160	Mar 31, 26	+160	0.00%
CVA Family Office, LLC	159	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	152	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	120	Mar 31, 26	+120	0.00%
Tower Research Capital LLC (TRC)	113	Mar 31, 26	+105	0.00%
Murphy & Mullick Capital Management Corp	75	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	10	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	10	Mar 31, 26	+10	0.00%
Safe Harbor Fiduciary, LLC	--	Mar 31, 26	-25	--
SAR WEALTH MANAGEMENT GROUP, LLC	--	Mar 31, 26	-3.60K	--
BankPlus Trust Department	--	Mar 31, 26	-318	--
GSG Advisors LLC	--	Mar 31, 26	-4.15K	--
Capital Asset Advisory Services LLC	--	Mar 31, 26	-8.96K	--
GTS SECURITIES LLC	--	Mar 31, 26	-8.16K	--
US BANCORP \DE\	--	Mar 31, 26	-999	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-8.96K	--
Koss-Olinger Consulting, LLC	--	Mar 31, 26	-4.67K	--
Lunt Capital Management, Inc.	--	Mar 31, 26	-35.04K	--
Parallel Advisors, LLC	--	Mar 31, 26	-295	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Mar 31, 26	-6.14K	--
Smartleaf Asset Management LLC	--	Mar 31, 26	-110	--
Sunbelt Securities, Inc.	--	Mar 31, 26	-49	--
ORG Partners LLC	102.31K	Dec 31, 25	-2.17K	0.18%
Global Retirement Partners, LLC	68.27K	Dec 31, 25	+3.19K	0.12%
COMERICA BANK	28.31K	Dec 31, 25	-520	0.05%
CIBC Private Wealth Group, LLC	4.54K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-10.21K	--
SPC Financial, Inc.	147.57K	Sep 30, 25	+4.89K	0.26%
Financial Advocates Investment Management	82.36K	Sep 30, 25	-25.18K	0.14%
Gimbal Financial	49.66K	Sep 30, 25	-743	0.09%
NAPA WEALTH MANAGEMENT	33.64K	Sep 30, 25	-12.04K	0.06%
SYNOVUS FINANCIAL CORP	16.71K	Sep 30, 25	-2.90K	0.03%
Lion Street Advisors, LLC	15.39K	Sep 30, 25	+1.20K	0.03%
Burt Wealth Advisors	7.75K	Sep 30, 25	--	0.01%
WETHERBY ASSET MANAGEMENT INC	4.17K	Sep 30, 25	--	0.01%
EWG Elevate Inc.	--	Sep 30, 25	-47.59K	--
AVANTAX ADVISORY SERVICES, INC.	466.09K	Jun 30, 25	+109.89K	0.82%
Atria Wealth Solutions, Inc.	50.31K	Jun 30, 25	-294.46K	0.09%
First Horizon Advisors, Inc.	3.16K	Jun 30, 25	--	0.01%
Orion Portfolio Solutions, LLC	19.92K	Mar 31, 25	-2.12K	0.03%
Marcum Wealth, LLC	4.82K	Mar 31, 25	--	0.01%
Kiely Wealth Advisory Group, Inc.	2.79K	Dec 31, 24	--	0.00%
WR Wealth Planners, LLC	338	Dec 31, 24	-462	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-165	--
Raymond James Financial Services Advisors, Inc.	1.45M	Sep 30, 24	-81.57K	2.54%
RAYMOND JAMES & ASSOCIATES	809.46K	Sep 30, 24	+74.91K	1.42%
American Planning Services, Inc.	282.31K	Sep 30, 24	-7.20K	0.49%
CEDRUS LLC	15.82K	Sep 30, 24	+10.99K	0.03%
RAYMOND JAMES TRUST N.A.	9.47K	Sep 30, 24	-9.33K	0.02%
Aspire Wealth Management Corp	1.35K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	463	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	546.65K	Mar 31, 24	+132.64K	0.96%
Cetera Advisors LLC	322.94K	Mar 31, 24	+16.53K	0.57%
Eudaimonia Partners, LLC	8.79K	Mar 31, 24	-2.04K	0.02%
CAMBRIDGE TRUST CO	2.34K	Mar 31, 24	+2.34K	0.00%
Baystate Wealth Management LLC	2.45K	Dec 31, 23	--	0.00%
V Wealth Advisors LLC	--	Sep 30, 23	-105.35K	--
American Portfolios Advisors	15.77K	Sep 30, 22	-495	0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	13.51K	Sep 30, 22	-1.41K	0.02%
Legacy Wealth Planning, LLC	8.10K	Sep 30, 22	+8.10K	0.01%
Strategic Asset Management, LLC	2.58K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	245	Sep 30, 22	--	0.00%
55I, LLC	--	Sep 30, 22	-34.99K	--
Titus Wealth Management	102.53K	Jun 30, 22	+3.90K	0.18%
B. Riley Wealth Management, Inc.	6.30K	Jun 30, 22	-3.15K	0.01%
CAPITAL ONE FINANCIAL CORP	7.31K	Mar 31, 22	--	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	460	Mar 31, 22	--	0.00%
Investors Financial Group, LLC	13.48K	Dec 31, 21	-2.37K	0.02%
NEXT Financial Group, Inc	10.02K	Dec 31, 21	+3.77K	0.02%
CEDAR CAPITAL, LLC	104.20K	Sep 30, 21	-9.56K	0.18%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	21.77K	Sep 30, 21	+207	0.04%
Sullivan, Bruyette, Speros & Blaney, LLC	424.04K	Mar 31, 21	-8.17K	0.74%
Lighthouse Financial Advisors, Inc.	24.50K	Mar 31, 21	-93.51K	0.04%
Winslow, Evans & Crocker, Inc.	22.08K	Dec 31, 20	-16.05K	0.04%
Squar Milner Financial Services LLC	21.28K	Mar 31, 20	+21.28K	0.04%
Advisor Group, Inc.	685.96K	Dec 31, 19	+76.80K	1.20%
CAPITAL ONE, NATIONAL ASSOCIATION	472.73K	Dec 31, 19	+472.73K	0.83%
LADENBURG THALMANN FINANCIAL SERVICES INC.	383.60K	Dec 31, 19	+9.54K	0.67%
Shamrock Asset Management LLC	522.46K	Sep 30, 19	-50.12K	0.91%
BB&T SECURITIES, LLC	26.14K	Sep 30, 19	-107	0.05%
SUNTRUST BANKS INC	23.75K	Sep 30, 19	-323	0.04%
Capital One Investing, Inc.	10.46K	Sep 30, 19	+10.46K	0.02%
BB&T INVESTMENT SERVICES, INC.	7.59K	Dec 31, 17	+7.59K	0.01%
Commonwealth Equity Services, Inc	374.78K	Jun 30, 17	+31.81K	0.66%
MSI Financial Services Inc	2.10K	Dec 31, 16	--	0.00%
Investors Capital Advisory Services	9.22K	Jun 30, 16	+9.22K	0.02%

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Holder

Date

Change

% Held

CFS Investment Advisory Services, LLC

2.03M

Jun 30, 26

-3.17K

3.55%

Cambridge Investment Research Advisors, Inc.

739.46K

Jun 30, 26

-19.53K

1.29%

Kestra Advisory Services, LLC

300.08K

Jun 30, 26

-25.80K

0.53%

MBL Wealth, LLC

299.16K

Jun 30, 26

-8.33K

0.52%

Merit Financial Group, LLC

267.26K

Jun 30, 26

-190.95K

0.47%

Deane Retirement Strategies, Inc.

218.68K

Jun 30, 26

-3.66K

0.38%

Private Advisor Group, LLC

200.43K

Jun 30, 26

+12.26K

0.35%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

185.92K

Jun 30, 26

+19.64K

0.33%

J.W. COLE ADVISORS, INC.

176.78K

Jun 30, 26

-11.22K

0.31%

REUTER JAMES WEALTH MANAGEMENT, LLC

155.03K

Jun 30, 26

+2.56K

0.27%

Financial Enhancement Group LLC

148.67K

Jun 30, 26

-2.40K

0.26%

PFG Advisors

142.26K

Jun 30, 26

+10.76K

0.25%

Concurrent Investment Advisors, LLC

89.66K

Jun 30, 26

-27.81K

0.16%

DAVENPORT & Co LLC

76.67K

Jun 30, 26

-12.16K

0.13%

Prospera Financial Services Inc

58.80K

Jun 30, 26

+1.25K

0.10%

Whitaker-Myers Wealth Managers, LTD.

48.72K

Jun 30, 26

+429

0.09%

Capital Investment Advisory Services, LLC

46.44K

Jun 30, 26

+548

0.08%

CREATIVE FINANCIAL DESIGNS INC /ADV

42.44K

Jun 30, 26

-3.82K

0.07%

CRUX WEALTH ADVISORS

41.17K

Jun 30, 26

+361

0.07%

MATHER GROUP, LLC.

39.46K

Jun 30, 26

-4.55K

0.07%

IFP Advisors, Inc

31.34K

Jun 30, 26

+1.55K

0.05%

PRIVATE TRUST CO NA

29.42K

Jun 30, 26

+500

0.05%

BEAM WEALTH ADVISORS, INC.

27.07K

Jun 30, 26

0.05%

TRUIST FINANCIAL CORP

20.07K

Jun 30, 26

-360

0.04%

Advisor Resource Council

20.07K

Jun 30, 26

-260

0.04%

D.A. DAVIDSON & CO.

18.25K

Jun 30, 26

-2.72K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.68K

Jun 30, 26

-5.48K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

15.66K

Jun 30, 26

-3.87K

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

14.62K

Jun 30, 26

+1.39K

0.03%

Atria Investments, Inc

14.42K

Jun 30, 26

+14.42K

0.03%

American Institute for Advanced Investment Management, LLP

13.66K

Jun 30, 26

-1.00K

0.02%

Welch Group, LLC

13.61K

Jun 30, 26

0.02%

Apollon Wealth Management, LLC

12.21K

Jun 30, 26

0.02%

Clark Asset Management, LLC

11.63K

Jun 30, 26

0.02%

XY Planning Network, Inc.

11.57K

Jun 30, 26

0.02%

JBR Co Financial Management Inc

11.38K

Jun 30, 26

-513

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

11.36K

Jun 30, 26

-1.69K

0.02%

MERIDIAN INVESTMENT COUNSEL INC.

11.02K

Jun 30, 26

-830

0.02%

EverSource Wealth Advisors, LLC

10.49K

Jun 30, 26

0.02%

Patriot Financial Group Insurance Agency, LLC

10.06K

Jun 30, 26

-10.06K

0.02%

XML Financial, LLC

9.65K

Jun 30, 26

+9.65K

0.02%

Gladstone Institutional Advisory LLC

9.30K

Jun 30, 26

0.02%

LexAurum Advisors, LLC

9.19K

Jun 30, 26

+3.76K

0.02%

TITLEIST ASSET MANAGEMENT, LLC

8.72K

Jun 30, 26

+8.72K

0.02%

True North Advisors, LLC

8.40K

Jun 30, 26

+3.20K

0.01%

Mayflower Financial Advisors, LLC

8.31K

Jun 30, 26

0.01%

WEDBUSH SECURITIES INC

8.22K

Jun 30, 26

+2.15K

0.01%

Optivise Advisory Services LLC

8.01K

Jun 30, 26

-3.45K

0.01%

FORTEM FINANCIAL GROUP, LLC

7.26K

Jun 30, 26

+7.26K

0.01%

Redhawk Wealth Advisors, Inc.

6.80K

Jun 30, 26

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

6.22K

Jun 30, 26

0.01%

HBW Advisory Services LLC

6.17K

Jun 30, 26

-273

0.01%

Carnegie Lake Advisors LLC

5.90K

Jun 30, 26

-1.97K

0.01%

Post Resch Tallon Group Inc.

5.75K

Jun 30, 26

+300

0.01%

Spire Wealth Management

5.60K

Jun 30, 26

-30

0.01%

Sovereign Financial Group, Inc.

5.54K

Jun 30, 26

-41

0.01%

HMV Wealth Advisors, LLC

5.50K

Jun 30, 26

0.01%

Heritage Wealth Management, Inc.

4.22K

Jun 30, 26

0.01%

Tempus Wealth Planning, LLC

3.79K

Jun 30, 26

+3.79K

0.01%

Bryant Woods Investment Advisors, LLC

3.76K

Jun 30, 26

+3.76K

0.01%

Castle Rock Wealth Management, LLC

3.74K

Jun 30, 26

+3.74K

0.01%

BCS Wealth Management

3.54K

Jun 30, 26

+3.54K

0.01%

Grandview Asset Management LLC

3.50K

Jun 30, 26

+3.50K

0.01%

FIRST HORIZON CORP

3.16K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

2.78K

Jun 30, 26

-1.49K

0.00%

Golden State Wealth Management, LLC

2.29K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

2.03K

Jun 30, 26

0.00%

EASTERN BANK

1.50K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

1.10K

Jun 30, 26

+101

0.00%

CoreCap Advisors, LLC

866

Jun 30, 26

0.00%

BURKETT FINANCIAL SERVICES, LLC

753

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

508

Jun 30, 26

-1.02K

0.00%

FINANCIAL CONSULATE, INC

301

Jun 30, 26

0.00%

LRI Investments, LLC

300

Jun 30, 26

-45

0.00%

WOLFF WIESE MAGANA LLC

209

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

171

Jun 30, 26

-468

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

-600

Clarus Group, Inc.

Jun 30, 26

-6.09K

CARY STREET PARTNERS FINANCIAL LLC

Jun 30, 26

-4.79K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-144.07K

Oakworth Capital, Inc.

Jun 30, 26

-1.56K

Bison Wealth, LLC

Jun 30, 26

-3.48K

LPL Financial LLC

5.76M

Mar 31, 26

-21.70K

10.08%

BANK OF AMERICA CORP /DE/

5.59M

Mar 31, 26

-215.72K

9.79%

MORGAN STANLEY

3.70M

Mar 31, 26

-124.65K

6.48%

SFMG, LLC

2.51M

Mar 31, 26

+94.28K

4.39%

WELLS FARGO & COMPANY/MN

2.31M

Mar 31, 26

+4.28K

4.04%

RAYMOND JAMES FINANCIAL INC

2.18M

Mar 31, 26

+2.73K

3.81%

Cetera Investment Advisers

1.45M

Mar 31, 26

-483

2.54%

UBS Group AG

996.09K

Mar 31, 26

-38.06K

1.74%

ADVISOR GROUP HOLDINGS, INC.

802.64K

Mar 31, 26

-306.61K

1.40%

COMMONWEALTH EQUITY SERVICES, LLC

658.00K

Mar 31, 26

-1.13K

1.15%

ENVESTNET ASSET MANAGEMENT INC

651.75K

Mar 31, 26

+29.40K

1.14%

ROYAL BANK OF CANADA

606.53K

Mar 31, 26

-7.50K

1.06%

STIFEL FINANCIAL CORP

479.99K

Mar 31, 26

+14.15K

0.84%

LEVEL FOUR ADVISORY SERVICES, LLC

367.17K

Mar 31, 26

+2.98K

0.64%

NewEdge Advisors, LLC

325.92K

Mar 31, 26

-68.15K

0.57%

Kestra Advisory Services, LLC

325.88K

Mar 31, 26

-30.48K

0.57%

MML INVESTORS SERVICES, LLC

299.26K

Mar 31, 26

-95.72K

0.52%

Tyche Wealth Partners LLC

283.67K

Mar 31, 26

+7.13K

0.50%

Geneos Wealth Management Inc.

230.82K

Mar 31, 26

-39.00K

0.40%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

213.06K

Mar 31, 26

-21.94K

0.37%

Meridian Wealth Advisors, LLC

203.95K

Mar 31, 26

+459

0.36%

Pacer Advisors, Inc.

193.99K

Mar 31, 26

-2.95K

0.34%

MY Wealth Management Inc.

174.93K

Mar 31, 26

-43.66K

0.31%

Rockefeller Capital Management L.P.

174.08K

Mar 31, 26

-24.29K

0.30%

Creative Planning

162.64K

Mar 31, 26

-285

0.28%

Steward Partners Investment Advisory, LLC

162.39K

Mar 31, 26

+1.34K

0.28%

AlphaCore Capital LLC

158.84K

Mar 31, 26

+11.53K

0.28%

MONECO Advisors, LLC

119.35K

Mar 31, 26

-31.10K

0.21%

Retirement Planning Group

115.77K

Mar 31, 26

+109.14K

0.20%

HighTower Advisors, LLC

111.21K

Mar 31, 26

-1.61K

0.19%

Golden State Equity Partners

101.89K

Mar 31, 26

+101.89K

0.18%

Bryn Mawr Capital Management, LLC

93.49K

Mar 31, 26

-1.03K

0.16%

Sanctuary Advisors, LLC

88.43K

Mar 31, 26

+1.77K

0.15%

AMERIPRISE FINANCIAL INC

84.25K

Mar 31, 26

-26.82K

0.15%

Curtis Advisory Group, LLC

80.76K

Mar 31, 26

+613

0.14%

OFC FINANCIAL PLANNING, LLC

76.31K

Mar 31, 26

-1.75K

0.13%

Vienna Asset Management LLC

73.72K

Mar 31, 26

-10.62K

0.13%

CITIGROUP INC

71.88K

Mar 31, 26

-4.19K

0.13%

MAGNOLIA CAPITAL ADVISORS LLC

68.86K

Mar 31, 26

-9.45K

0.12%

Aft, Forsyth & Sober, LLC

68.55K

Mar 31, 26

0.12%

CITADEL ADVISORS LLC

67.08K

Mar 31, 26

+55.75K

0.12%

Janney Montgomery Scott LLC

57.00K

Mar 31, 26

-936

0.10%

Soltis Investment Advisors LLC

48.31K

Mar 31, 26

-5.78K

0.08%

Stratos Wealth Partners, LTD.

46.88K

Mar 31, 26

-381

0.08%

MONEY CONCEPTS CAPITAL CORP

44.85K

Mar 31, 26

+728

0.08%

Forefront Wealth Partners, LLC

42.31K

Mar 31, 26

+8.78K

0.07%

CENTRAL TRUST Co

42.28K

Mar 31, 26

-1.41K

0.07%

One Degree Advisors Inc

40.91K

Mar 31, 26

-145

0.07%

Oder Investment Management, LLC

40.62K

Mar 31, 26

+96

0.07%

Western Wealth Management, LLC

38.49K

Mar 31, 26

-46.34K

0.07%

Kathmere Capital Management, LLC

35.86K

Mar 31, 26

-85

0.06%

Integrated Wealth Concepts LLC

35.18K

Mar 31, 26

-1.89K

0.06%

HARBOUR INVESTMENTS, INC.

33.18K

Mar 31, 26

+3.27K

0.06%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

33.15K

Mar 31, 26

-465

0.06%

Perennial Investment Advisors, LLC

32.61K

Mar 31, 26

-1.87K

0.06%

WealthShield Partners, LLC

30.76K

Mar 31, 26

-550

0.05%

PRIVATE TRUST CO NA

28.92K

Mar 31, 26

0.05%

OPPENHEIMER & CO INC

28.49K

Mar 31, 26

+1.33K

0.05%

ADE, LLC

28.11K

Mar 31, 26

-2.00K

0.05%

Independent Advisor Alliance

27.83K

Mar 31, 26

+27.83K

0.05%

FIFTH THIRD BANCORP

27.81K

Mar 31, 26

+27.81K

0.05%

WBI INVESTMENTS, INC.

27.09K

Mar 31, 26

-26.45K

0.05%

MILLINGTON SECURITIES, INC.

27.09K

Mar 31, 26

+27.09K

0.05%

BEAM WEALTH ADVISORS, INC.

27.07K

Mar 31, 26

-30.93K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

26.36K

Mar 31, 26

+136

0.05%

CALTON & ASSOCIATES, INC.

24.89K

Mar 31, 26

-12.51K

0.04%

Camarda Financial Advisors, LLC

23.53K

Mar 31, 26

-127

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

23.15K

Mar 31, 26

-7.70K

0.04%

SAXON INTERESTS, INC.

22.63K

Mar 31, 26

+4.69K

0.04%

TCFG WEALTH MANAGEMENT, LLC

21.44K

Mar 31, 26

-888

0.04%

Strategic Financial Partners, Ltd.

21.35K

Mar 31, 26

-642

0.04%

TRUIST FINANCIAL CORP

20.43K

Mar 31, 26

-206.99K

0.04%

Advisor Resource Council

20.33K

Mar 31, 26

-5.89K

0.04%

StoneX Group Inc.

19.89K

Mar 31, 26

+1.17K

0.03%

Equitable Holdings, Inc.

19.86K

Mar 31, 26

+440

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

19.06K

Mar 31, 26

0.03%

Mariner, LLC

18.89K

Mar 31, 26

-4.09K

0.03%

Buckingham Strategic Partners

18.75K

Mar 31, 26

+5.00K

0.03%

Summit Financial, LLC

18.05K

Mar 31, 26

-1.28K

0.03%

Sigma Planning Corp

17.47K

Mar 31, 26

-111

0.03%

WCG Wealth Advisors LLC

17.03K

Mar 31, 26

+3.13K

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

17.02K

Mar 31, 26

-2.38K

0.03%

SRS Capital Advisors, Inc.

16.85K

Mar 31, 26

-224

0.03%

INVENIO WEALTH PARTNERS LLC

16.53K

Mar 31, 26

-101.41K

0.03%

Ameritas Advisory Services, LLC

15.22K

Mar 31, 26

+376

0.03%

Pensionmark Financial Group, LLC

12.89K

Mar 31, 26

+184

0.02%

CAPITAL & PLANNING, LLC

11.28K

Mar 31, 26

+11.28K

0.02%

NORTHERN TRUST CORP

10.99K

Mar 31, 26

0.02%

GeoWealth Management, LLC

10.93K

Mar 31, 26

+10.93K

0.02%

Legacy Trust

10.90K

Mar 31, 26

0.02%

INSIGNEO ADVISORY SERVICES, LLC

10.87K

Mar 31, 26

-615

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.77K

Mar 31, 26

-2.91K

0.02%

JANE STREET GROUP, LLC

10.56K

Mar 31, 26

+10.56K

0.02%

Hyundai Investments Co., Ltd.

10.33K

Mar 31, 26

+3.38K

0.02%

FMR LLC

9.66K

Mar 31, 26

+1.71K

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

9.44K

Mar 31, 26

0.02%

Aspire Capital Advisors LLC

8.70K

Mar 31, 26

-56.65K

0.02%

Proactive Wealth Strategies LLC

8.66K

Mar 31, 26

+4.38K

0.02%

IHT Wealth Management, LLC

8.49K

Mar 31, 26

-688

0.01%

Baird Financial Group, Inc.

7.90K

Mar 31, 26

-286

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

7.37K

Mar 31, 26

+31

0.01%

PATTEN & PATTEN INC/TN

7.29K

Mar 31, 26

0.01%

WNY Asset Management, LLC

6.71K

Mar 31, 26

+6.71K

0.01%

BANK OF MONTREAL /CAN/

6.69K

Mar 31, 26

0.01%

Ausdal Financial Partners, Inc.

6.60K

Mar 31, 26

-1.44K

0.01%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

6.54K

Mar 31, 26

+6.54K

0.01%

D. E. Shaw & Co., Inc.

6.38K

Mar 31, 26

+6.38K

0.01%

Belpointe Asset Management LLC

6.31K

Mar 31, 26

0.01%

Maridea Wealth Management LLC

6.29K

Mar 31, 26

-3.43K

0.01%

Advisory Services Network, LLC

6.24K

Mar 31, 26

+10

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

6.22K

Mar 31, 26

+6.22K

0.01%

Gateway Wealth Partners, LLC

5.95K

Mar 31, 26

+5.95K

0.01%

Brinker Capital Investments, LLC

5.95K

Mar 31, 26

-17.45K

0.01%

Beacon Pointe Advisors, LLC

5.38K

Mar 31, 26

-2.39K

0.01%

HRT FINANCIAL LP

5.36K

Mar 31, 26

-8.17K

0.01%

SWS Partners

5.11K

Mar 31, 26

+53

0.01%

ELEMENT POINTE ADVISORS, LLC

5.03K

Mar 31, 26

0.01%

NFP Retirement, Inc.

5.01K

Mar 31, 26

-790

0.01%

Insight Advisors, LLC/ PA

5.00K

Mar 31, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.84K

Mar 31, 26

-6

0.01%

Kinloch Capital, LLC

4.75K

Mar 31, 26

+21

0.01%

Allworth Financial LP

4.74K

Mar 31, 26

-2.19K

0.01%

Bank of New York Mellon Corp

4.72K

Mar 31, 26

+94

0.01%

Mascagni Wealth Management, Inc.

4.46K

Mar 31, 26

0.01%

Inspire Advisors, LLC

4.31K

Mar 31, 26

-59

0.01%

Heritage Wealth Management, Inc.

4.22K

Mar 31, 26

0.01%

Leo Wealth, LLC

4.20K

Mar 31, 26

+4.20K

0.01%

ASSETMARK, INC

4.20K

Mar 31, 26

+527

0.01%

LAIRD NORTON TRUST COMPANY, LLC

4.17K

Mar 31, 26

0.01%

XTX Topco Ltd

4.17K

Mar 31, 26

+4.17K

0.01%

Avion Wealth

4.11K

Mar 31, 26

+30

0.01%

New England Private Wealth Advisors LLC

4.11K

Mar 31, 26

0.01%

Colony Group, LLC

3.85K

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.61K

Mar 31, 26

+3.29K

0.01%

AMERIFLEX GROUP, INC.

3.52K

Mar 31, 26

0.01%

BlackRock, Inc.

3.50K

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

2.59K

Mar 31, 26

+751

0.00%

Root Financial Partners, LLC

2.45K

Mar 31, 26

0.00%

1 NORTH WEALTH SERVICES LLC

2.21K

Mar 31, 26

-205

0.00%

CWM, LLC

1.90K

Mar 31, 26

+40

0.00%

MAI Capital Management

1.72K

Mar 31, 26

+331

0.00%

Twin Lakes Capital Management, LLC

1.29K

Mar 31, 26

+14

0.00%

Operose Advisors LLC

1.21K

Mar 31, 26

0.00%

AE Wealth Management LLC

1.14K

Mar 31, 26

0.00%

Ancora Advisors, LLC

1.05K

Mar 31, 26

0.00%

Colonial Trust Co / SC

901

Mar 31, 26

-26

0.00%

Aptus Capital Advisors, LLC

581

Mar 31, 26

+464

0.00%

Larson Financial Group LLC

566

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

388

Mar 31, 26

-97

0.00%

Asset Dedication, LLC

337

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

300

Mar 31, 26

+300

0.00%

Anchor Investment Management, LLC

273

Mar 31, 26

+273

0.00%

Salomon & Ludwin, LLC

196

Mar 31, 26

-4.61K

0.00%

VANGUARD ADVISERS INC

180

Mar 31, 26

+180

0.00%

Financial Network Wealth Advisors LLC

160

Mar 31, 26

+160

0.00%

CVA Family Office, LLC

159

Mar 31, 26

0.00%

Anfield Capital Management, LLC

152

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

120

Mar 31, 26

+120

0.00%

Tower Research Capital LLC (TRC)

113

Mar 31, 26

+105

0.00%

Murphy & Mullick Capital Management Corp

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+10

0.00%

Safe Harbor Fiduciary, LLC

Mar 31, 26

-25

SAR WEALTH MANAGEMENT GROUP, LLC

Mar 31, 26

-3.60K

BankPlus Trust Department

Mar 31, 26

-318

GSG Advisors LLC

Mar 31, 26

-4.15K

Capital Asset Advisory Services LLC

Mar 31, 26

-8.96K

GTS SECURITIES LLC

Mar 31, 26

-8.16K

US BANCORP \DE\

Mar 31, 26

-999

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-8.96K

Koss-Olinger Consulting, LLC

Mar 31, 26

-4.67K

Lunt Capital Management, Inc.

Mar 31, 26

-35.04K

Parallel Advisors, LLC

Mar 31, 26

-295

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-6.14K

Smartleaf Asset Management LLC

Mar 31, 26

-110

Sunbelt Securities, Inc.

Mar 31, 26

-49

ORG Partners LLC

102.31K

Dec 31, 25

-2.17K

0.18%

Global Retirement Partners, LLC

68.27K

Dec 31, 25

+3.19K

0.12%

COMERICA BANK

28.31K

Dec 31, 25

-520

0.05%

CIBC Private Wealth Group, LLC

4.54K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-10.21K

SPC Financial, Inc.

147.57K

Sep 30, 25

+4.89K

0.26%

Financial Advocates Investment Management

82.36K

Sep 30, 25

-25.18K

0.14%

Gimbal Financial

49.66K

Sep 30, 25

-743

0.09%

NAPA WEALTH MANAGEMENT

33.64K

Sep 30, 25

-12.04K

0.06%

SYNOVUS FINANCIAL CORP

16.71K

Sep 30, 25

-2.90K

0.03%

Lion Street Advisors, LLC

15.39K

Sep 30, 25

+1.20K

0.03%

Burt Wealth Advisors

7.75K

Sep 30, 25

0.01%

WETHERBY ASSET MANAGEMENT INC

4.17K

Sep 30, 25

0.01%

EWG Elevate Inc.

Sep 30, 25

-47.59K

AVANTAX ADVISORY SERVICES, INC.

466.09K

Jun 30, 25

+109.89K

0.82%

Atria Wealth Solutions, Inc.

50.31K

Jun 30, 25

-294.46K

0.09%

First Horizon Advisors, Inc.

3.16K

Jun 30, 25

0.01%

Orion Portfolio Solutions, LLC

19.92K

Mar 31, 25

-2.12K

0.03%

Marcum Wealth, LLC

4.82K

Mar 31, 25

0.01%

Kiely Wealth Advisory Group, Inc.

2.79K

Dec 31, 24

0.00%

WR Wealth Planners, LLC

338

Dec 31, 24

-462

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-165

Raymond James Financial Services Advisors, Inc.

1.45M

Sep 30, 24

-81.57K

2.54%

RAYMOND JAMES & ASSOCIATES

809.46K

Sep 30, 24

+74.91K

1.42%

American Planning Services, Inc.

282.31K

Sep 30, 24

-7.20K

0.49%

CEDRUS LLC

15.82K

Sep 30, 24

+10.99K

0.03%

RAYMOND JAMES TRUST N.A.

9.47K

Sep 30, 24

-9.33K

0.02%

Aspire Wealth Management Corp

1.35K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

463

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

546.65K

Mar 31, 24

+132.64K

0.96%

Cetera Advisors LLC

322.94K

Mar 31, 24

+16.53K

0.57%

Eudaimonia Partners, LLC

8.79K

Mar 31, 24

-2.04K

0.02%

CAMBRIDGE TRUST CO

2.34K

Mar 31, 24

+2.34K

0.00%

Baystate Wealth Management LLC

2.45K

Dec 31, 23

0.00%

V Wealth Advisors LLC

Sep 30, 23

-105.35K

American Portfolios Advisors

15.77K

Sep 30, 22

-495

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

13.51K

Sep 30, 22

-1.41K

0.02%

Legacy Wealth Planning, LLC

8.10K

Sep 30, 22

+8.10K

0.01%

Strategic Asset Management, LLC

2.58K

Sep 30, 22

0.00%

FourThought Financial, LLC

245

Sep 30, 22

0.00%

55I, LLC

Sep 30, 22

-34.99K

Titus Wealth Management

102.53K

Jun 30, 22

+3.90K

0.18%

B. Riley Wealth Management, Inc.

6.30K

Jun 30, 22

-3.15K

0.01%

CAPITAL ONE FINANCIAL CORP

7.31K

Mar 31, 22

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

460

Mar 31, 22

0.00%

Investors Financial Group, LLC

13.48K

Dec 31, 21

-2.37K

0.02%

NEXT Financial Group, Inc

10.02K

Dec 31, 21

+3.77K

0.02%

CEDAR CAPITAL, LLC

104.20K

Sep 30, 21

-9.56K

0.18%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

21.77K

Sep 30, 21

+207

0.04%

Sullivan, Bruyette, Speros & Blaney, LLC

424.04K

Mar 31, 21

-8.17K

0.74%

Lighthouse Financial Advisors, Inc.

24.50K

Mar 31, 21

-93.51K

0.04%

Winslow, Evans & Crocker, Inc.

22.08K

Dec 31, 20

-16.05K

0.04%

Squar Milner Financial Services LLC

21.28K

Mar 31, 20

+21.28K

0.04%

Advisor Group, Inc.

685.96K

Dec 31, 19

+76.80K

1.20%

CAPITAL ONE, NATIONAL ASSOCIATION

472.73K

Dec 31, 19

+472.73K

0.83%

LADENBURG THALMANN FINANCIAL SERVICES INC.

383.60K

Dec 31, 19

+9.54K

0.67%

Shamrock Asset Management LLC

522.46K

Sep 30, 19

-50.12K

0.91%

BB&T SECURITIES, LLC

26.14K

Sep 30, 19

-107

0.05%

SUNTRUST BANKS INC

23.75K

Sep 30, 19

-323

0.04%

Capital One Investing, Inc.

10.46K

Sep 30, 19

+10.46K

0.02%

BB&T INVESTMENT SERVICES, INC.

7.59K

Dec 31, 17

+7.59K

0.01%

Commonwealth Equity Services, Inc

374.78K

Jun 30, 17

+31.81K

0.66%

MSI Financial Services Inc

2.10K

Dec 31, 16

0.00%

Investors Capital Advisory Services

9.22K

Jun 30, 16

+9.22K

0.02%