Pacer Trendpilot US Large Cap ETF(PTLC)

$59.39—Stale · unknown old

Ask SA Chart

Pacer Trendpilot US Large Cap ETF(PTLC)

USBATS • Last print unknown ago

$59.39—Stale · unknown old

Ask SA Chart Studio

PTLC(PTLC)

PTLC

Institutional Ownership

Top 339 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	5.80M	Jun 30, 26	+32.94K	10.25%
BANK OF AMERICA CORP /DE/	5.27M	Jun 30, 26	-327.65K	9.31%
MORGAN STANLEY	3.65M	Jun 30, 26	-55.72K	6.45%
SFMG, LLC	2.65M	Jun 30, 26	+141.28K	4.68%
RAYMOND JAMES FINANCIAL INC	2.33M	Jun 30, 26	+151.86K	4.12%
WELLS FARGO & COMPANY/MN	2.19M	Jun 30, 26	-116.53K	3.88%
CFS Investment Advisory Services, LLC	2.03M	Jun 30, 26	-3.17K	3.59%
Cetera Investment Advisers	1.13M	Jun 30, 26	-327.08K	1.99%
UBS Group AG	936.12K	Jun 30, 26	-59.97K	1.66%
ADVISOR GROUP HOLDINGS, INC.	749.89K	Jun 30, 26	-52.75K	1.33%
Cambridge Investment Research Advisors, Inc.	739.46K	Jun 30, 26	-19.53K	1.31%
ENVESTNET ASSET MANAGEMENT INC	661.43K	Jun 30, 26	+9.68K	1.17%
ROYAL BANK OF CANADA	615.81K	Jun 30, 26	+9.28K	1.09%
COMMONWEALTH EQUITY SERVICES, LLC	590.35K	Jun 30, 26	-67.65K	1.04%
Bullock Wealth Management Group	515.07K	Jun 30, 26	+16.78K	0.91%
STIFEL FINANCIAL CORP	426.19K	Jun 30, 26	-53.80K	0.75%
LEVEL FOUR ADVISORY SERVICES, LLC	375.78K	Jun 30, 26	+8.62K	0.66%
MML INVESTORS SERVICES, LLC	350.65K	Jun 30, 26	+51.39K	0.62%
NewEdge Advisors, LLC	318.44K	Jun 30, 26	-7.48K	0.56%
Geneos Wealth Management Inc.	310.26K	Jun 30, 26	+79.45K	0.55%
Kestra Advisory Services, LLC	300.08K	Jun 30, 26	-25.80K	0.53%
MBL Wealth, LLC	299.16K	Jun 30, 26	-8.33K	0.53%
Tyche Wealth Partners LLC	292.29K	Jun 30, 26	+8.62K	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	0.39%
Pacer Advisors, Inc.	217.41K	Jun 30, 26	+23.42K	0.38%
Meridian Wealth Advisors, LLC	203.95K	Jun 30, 26	--	0.36%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	203.91K	Jun 30, 26	-9.15K	0.36%
Private Advisor Group, LLC	200.43K	Jun 30, 26	+12.26K	0.35%
MY Wealth Management Inc.	200.32K	Jun 30, 26	+25.39K	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%
AlphaCore Capital LLC	172.10K	Jun 30, 26	+13.26K	0.30%
Steward Partners Investment Advisory, LLC	163.09K	Jun 30, 26	+693	0.29%
Rockefeller Capital Management L.P.	162.23K	Jun 30, 26	-11.85K	0.29%
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%
Creative Planning	124.58K	Jun 30, 26	-38.05K	0.22%
MONECO Advisors, LLC	117.53K	Jun 30, 26	-1.82K	0.21%
Retirement Planning Group	109.71K	Jun 30, 26	-6.06K	0.19%
Gaddis Premier Wealth Advisors LLC	109.09K	Jun 30, 26	+3.44K	0.19%
HighTower Advisors, LLC	101.55K	Jun 30, 26	-9.66K	0.18%
GLR Partners, LLC	95.12K	Jun 30, 26	+1.75K	0.17%
Bryn Mawr Capital Management, LLC	91.03K	Jun 30, 26	-2.46K	0.16%
Concurrent Investment Advisors, LLC	89.66K	Jun 30, 26	-27.81K	0.16%
Sanctuary Advisors, LLC	88.75K	Jun 30, 26	+320	0.16%
Pacific Park Financial, Inc.	87.45K	Jun 30, 26	+360	0.15%
Curtis Advisory Group, LLC	82.07K	Jun 30, 26	+1.30K	0.15%
Forefront Wealth Partners, LLC	79.04K	Jun 30, 26	+36.73K	0.14%
DAVENPORT & Co LLC	76.67K	Jun 30, 26	-12.16K	0.14%
OFC FINANCIAL PLANNING, LLC	72.37K	Jun 30, 26	-3.94K	0.13%
Henderson Brothers Financial Partners, LLC	71.35K	Jun 30, 26	-62.90K	0.13%
AMERIPRISE FINANCIAL INC	70.72K	Jun 30, 26	-13.53K	0.13%
MAGNOLIA CAPITAL ADVISORS LLC	68.65K	Jun 30, 26	-211	0.12%
Aft, Forsyth & Sober, LLC	68.55K	Jun 30, 26	--	0.12%
Vienna Asset Management LLC	62.63K	Jun 30, 26	-11.09K	0.11%
Prospera Financial Services Inc	58.80K	Jun 30, 26	+1.25K	0.10%
Janney Montgomery Scott LLC	57.25K	Jun 30, 26	+252	0.10%
Global Retirement Partners, LLC	56.63K	Jun 30, 26	+56.63K	0.10%
CITIGROUP INC	50.97K	Jun 30, 26	-20.91K	0.09%
Whitaker-Myers Wealth Managers, LTD.	48.72K	Jun 30, 26	+429	0.09%
Soltis Investment Advisors LLC	47.43K	Jun 30, 26	-878	0.08%
Summit Financial, LLC	47.25K	Jun 30, 26	+29.20K	0.08%
Capital Investment Advisory Services, LLC	46.44K	Jun 30, 26	+548	0.08%
One Degree Advisors Inc	44.37K	Jun 30, 26	+3.46K	0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV	42.44K	Jun 30, 26	-3.82K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	41.79K	Jun 30, 26	+31.03K	0.07%
CRUX WEALTH ADVISORS	41.17K	Jun 30, 26	+361	0.07%
CENTRAL TRUST Co	40.97K	Jun 30, 26	-1.31K	0.07%
Regatta Research & Money Management	40.91K	Jun 30, 26	+40.91K	0.07%
Oder Investment Management, LLC	40.62K	Jun 30, 26	--	0.07%
Stratos Wealth Partners, LTD.	39.62K	Jun 30, 26	-7.27K	0.07%
MATHER GROUP, LLC.	39.46K	Jun 30, 26	-4.55K	0.07%
GOLDMAN SACHS GROUP INC	38.64K	Jun 30, 26	+38.64K	0.07%
Western Wealth Management, LLC	36.36K	Jun 30, 26	-2.14K	0.06%
Integrated Wealth Concepts LLC	35.84K	Jun 30, 26	+661	0.06%
Kathmere Capital Management, LLC	34.92K	Jun 30, 26	-941	0.06%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	34.85K	Jun 30, 26	+1.71K	0.06%
HARBOUR INVESTMENTS, INC.	32.19K	Jun 30, 26	-993	0.06%
IFP Advisors, Inc	31.34K	Jun 30, 26	+1.55K	0.06%
WealthShield Partners, LLC	30.76K	Jun 30, 26	--	0.05%
PRIVATE TRUST CO NA	29.42K	Jun 30, 26	+500	0.05%
Perennial Investment Advisors, LLC	27.98K	Jun 30, 26	-4.64K	0.05%
JONES FINANCIAL COMPANIES LLLP	27.83K	Jun 30, 26	+27.83K	0.05%
OPPENHEIMER & CO INC	27.65K	Jun 30, 26	-841	0.05%
FIFTH THIRD BANCORP	27.59K	Jun 30, 26	-222	0.05%
BEAM WEALTH ADVISORS, INC.	27.21K	Jun 30, 26	+140	0.05%
WBI INVESTMENTS, INC.	26.70K	Jun 30, 26	-387	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	26.61K	Jun 30, 26	+244	0.05%
ADE, LLC	26.12K	Jun 30, 26	-1.99K	0.05%
Camarda Financial Advisors, LLC	24.96K	Jun 30, 26	+1.43K	0.04%
Tortuga Wealth Management, Inc	24.79K	Jun 30, 26	+4.00K	0.04%
HRT FINANCIAL LP	23.64K	Jun 30, 26	+18.28K	0.04%
TCFG Investment Advisors, LLC	22.94K	Jun 30, 26	+1.50K	0.04%
SAXON INTERESTS, INC.	21.90K	Jun 30, 26	-722	0.04%
Strategic Financial Partners, Ltd.	21.40K	Jun 30, 26	+50	0.04%
Advisor Resource Council	20.07K	Jun 30, 26	-260	0.04%
TRUIST FINANCIAL CORP	20.07K	Jun 30, 26	-360	0.04%
Sage Mountain Advisors LLC	19.52K	Jun 30, 26	+19.52K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	19.06K	Jun 30, 26	--	0.03%
Buckingham Strategic Partners	18.98K	Jun 30, 26	+237	0.03%
Equitable Holdings, Inc.	18.42K	Jun 30, 26	-1.44K	0.03%
D.A. DAVIDSON & CO.	18.25K	Jun 30, 26	-2.72K	0.03%
Advisory Services Network, LLC	17.83K	Jun 30, 26	+11.59K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.68K	Jun 30, 26	-5.48K	0.03%
Ameritas Advisory Services, LLC	17.31K	Jun 30, 26	+2.10K	0.03%
Sigma Planning Corp	17.14K	Jun 30, 26	-330	0.03%
INVENIO WEALTH PARTNERS LLC	16.51K	Jun 30, 26	-22	0.03%
WCG Wealth Advisors LLC	16.35K	Jun 30, 26	-678	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	15.66K	Jun 30, 26	-3.87K	0.03%
SCHMIDT P J INVESTMENT MANAGEMENT INC	15.10K	Jun 30, 26	-1.91K	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%
SRS Capital Advisors, Inc.	12.89K	Jun 30, 26	-3.95K	0.02%
Apollon Wealth Management, LLC	12.21K	Jun 30, 26	--	0.02%
FMR LLC	12.06K	Jun 30, 26	+2.40K	0.02%
MONEY CONCEPTS CAPITAL CORP	11.88K	Jun 30, 26	-32.96K	0.02%
GeoWealth Management, LLC	11.78K	Jun 30, 26	+844	0.02%
Clark Asset Management, LLC	11.63K	Jun 30, 26	--	0.02%
XY Planning Network, Inc.	11.57K	Jun 30, 26	--	0.02%
BANK OF MONTREAL /CAN/	11.56K	Jun 30, 26	+4.87K	0.02%
FLOW TRADERS U.S. LLC	11.47K	Jun 30, 26	+11.47K	0.02%
Pensionmark Financial Group, LLC	11.46K	Jun 30, 26	-1.43K	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%
Gimbal Financial	11.23K	Jun 30, 26	+11.23K	0.02%
Precision Wealth Strategies, LLC	11.07K	Jun 30, 26	+11.07K	0.02%
MERIDIAN INVESTMENT COUNSEL INC.	11.02K	Jun 30, 26	-830	0.02%
NORTHERN TRUST CORP	10.99K	Jun 30, 26	--	0.02%
Legacy Trust	10.90K	Jun 30, 26	--	0.02%
INSIGNEO ADVISORY SERVICES, LLC	10.87K	Jun 30, 26	--	0.02%
Hyundai Investments Co., Ltd.	10.81K	Jun 30, 26	+473	0.02%
CAPITAL & PLANNING, LLC	10.78K	Jun 30, 26	-500	0.02%
EverSource Wealth Advisors, LLC	10.49K	Jun 30, 26	--	0.02%
Keating Financial Advisory Services, Inc.	10.24K	Jun 30, 26	--	0.02%
Patriot Financial Group Insurance Agency, LLC	10.06K	Jun 30, 26	-10.06K	0.02%
Pinnacle Financial Partners, Inc.	9.96K	Jun 30, 26	-2.84K	0.02%
Alchemi Wealth, LLC	9.72K	Jun 30, 26	--	0.02%
XML Financial, LLC	9.65K	Jun 30, 26	+9.65K	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	9.45K	Jun 30, 26	+11	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%
Proactive Wealth Strategies LLC	8.66K	Jun 30, 26	--	0.02%
Baird Financial Group, Inc.	8.60K	Jun 30, 26	+695	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%
ASSETMARK, INC	7.64K	Jun 30, 26	+3.44K	0.01%
JANE STREET GROUP, LLC	7.48K	Jun 30, 26	-3.09K	0.01%
PATTEN & PATTEN INC/TN	7.29K	Jun 30, 26	--	0.01%
FORTEM FINANCIAL GROUP, LLC	7.26K	Jun 30, 26	+7.26K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	6.82K	Jun 30, 26	-543	0.01%
Redhawk Wealth Advisors, Inc.	6.80K	Jun 30, 26	--	0.01%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	6.54K	Jun 30, 26	--	0.01%
Gambit Capital Management, LLC	6.36K	Jun 30, 26	--	0.01%
Belpointe Asset Management LLC	6.31K	Jun 30, 26	--	0.01%
Maridea Wealth Management LLC	6.28K	Jun 30, 26	-12	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	6.22K	Jun 30, 26	--	0.01%
IHT Wealth Management, LLC	6.22K	Jun 30, 26	-2.27K	0.01%
SYKON CAPITAL LLC	6.19K	Jun 30, 26	+6.19K	0.01%
HBW Advisory Services LLC	6.17K	Jun 30, 26	-273	0.01%
Ausdal Financial Partners, Inc.	6.13K	Jun 30, 26	-467	0.01%
StoneX Group Inc.	5.99K	Jun 30, 26	-13.90K	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%
AMERIFLEX GROUP, INC.	5.45K	Jun 30, 26	+1.93K	0.01%
Beacon Pointe Advisors, LLC	5.38K	Jun 30, 26	--	0.01%
Bank of New York Mellon Corp	5.26K	Jun 30, 26	+541	0.01%
WNY Asset Management, LLC	5.22K	Jun 30, 26	-1.49K	0.01%
Kinloch Capital, LLC	5.13K	Jun 30, 26	+372	0.01%
SWS Partners	5.11K	Jun 30, 26	--	0.01%
NFP Retirement, Inc.	5.05K	Jun 30, 26	+42	0.01%
ELEMENT POINTE ADVISORS, LLC	5.03K	Jun 30, 26	--	0.01%
BlackRock, Inc.	5.00K	Jun 30, 26	+1.50K	0.01%
Insight Advisors, LLC/ PA	5.00K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.84K	Jun 30, 26	--	0.01%
Allworth Financial LP	4.74K	Jun 30, 26	--	0.01%
Align Financial, LLC	4.62K	Jun 30, 26	--	0.01%
Ankerstar Wealth, LLC	4.55K	Jun 30, 26	-156	0.01%
CIBC Bancorp USA Inc.	4.54K	Jun 30, 26	--	0.01%
QUANTUM FINANCIAL PARTNERS LLC	4.49K	Jun 30, 26	+4.49K	0.01%
Mascagni Wealth Management, Inc.	4.46K	Jun 30, 26	--	0.01%
Heritage Wealth Management, Inc.	4.22K	Jun 30, 26	--	0.01%
BNB Wealth Management, LLC	4.21K	Jun 30, 26	-350	0.01%
Inspire Advisors, LLC	4.18K	Jun 30, 26	-131	0.01%
LAIRD NORTON TRUST COMPANY, LLC	4.17K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	4.15K	Jun 30, 26	+4.15K	0.01%
Avion Wealth	4.11K	Jun 30, 26	--	0.01%
New England Private Wealth Advisors LLC	4.11K	Jun 30, 26	--	0.01%
Colony Group, LLC	3.85K	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%
Resurgent Financial Advisors LLC	3.49K	Jun 30, 26	+3.49K	0.01%
FIRST HORIZON CORP	3.16K	Jun 30, 26	--	0.01%
HUNTINGTON NATIONAL BANK	2.90K	Jun 30, 26	+2.90K	0.01%
Farther Finance Advisors, LLC	2.78K	Jun 30, 26	-1.49K	0.00%
PURSUIT WEALTH STRATEGIES, LLC	2.62K	Jun 30, 26	-68	0.00%
JPMORGAN CHASE & CO	2.53K	Jun 30, 26	-62	0.00%
Golden State Wealth Management, LLC	2.29K	Jun 30, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	2.21K	Jun 30, 26	--	0.00%
AE Wealth Management LLC	2.14K	Jun 30, 26	+1.00K	0.00%
Westside Investment Management, Inc.	2.03K	Jun 30, 26	--	0.00%
EASTERN BANK	1.50K	Jun 30, 26	--	0.00%
Twin Lakes Capital Management, LLC	1.29K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	1.21K	Jun 30, 26	+1.21K	0.00%
Operose Advisors LLC	1.21K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	1.10K	Jun 30, 26	+101	0.00%
Signature Equity Partners, LLC	1.09K	Jun 30, 26	-39	0.00%
Ancora Advisors, LLC	1.05K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	866	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	854	Jun 30, 26	-47	0.00%
Sankala Group LLC	826	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	821	Jun 30, 26	+821	0.00%
BURKETT FINANCIAL SERVICES, LLC	753	Jun 30, 26	--	0.00%
ORG Wealth Partners, LLC	639	Jun 30, 26	--	0.00%
Larson Financial Group LLC	566	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	508	Jun 30, 26	-1.02K	0.00%
Aptus Capital Advisors, LLC	489	Jun 30, 26	-92	0.00%
Caldwell Trust Co	420	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	417	Jun 30, 26	-3.19K	0.00%
Newbridge Financial Services Group, Inc.	388	Jun 30, 26	--	0.00%
Asset Dedication, LLC	337	Jun 30, 26	--	0.00%
Wilkerson Advisory Group LLC	326	Jun 30, 26	-2	0.00%
Providence Capital Advisors, LLC	323	Jun 30, 26	+323	0.00%
FINANCIAL CONSULATE, INC	301	Jun 30, 26	--	0.00%
LRI Investments, LLC	300	Jun 30, 26	-45	0.00%
Dunhill Financial, LLC	262	Jun 30, 26	+262	0.00%
VANGUARD ADVISERS INC	244	Jun 30, 26	+64	0.00%
Archer Investment Corp	220	Jun 30, 26	+220	0.00%
WOLFF WIESE MAGANA LLC	209	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	191	Jun 30, 26	-5	0.00%
Financial Network Wealth Advisors LLC	160	Jun 30, 26	--	0.00%
CVA Family Office, LLC	159	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	120	Jun 30, 26	--	0.00%
Murphy & Mullick Capital Management Corp	75	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	25	Jun 30, 26	-88	0.00%
Buck Wealth Strategies, LLC	8	Jun 30, 26	+8	0.00%
XTX Topco Ltd	--	Jun 30, 26	-4.17K	--
CALTON & ASSOCIATES, INC.	--	Jun 30, 26	-24.89K	--
MAI Capital Management	--	Jun 30, 26	-1.72K	--
Plante Moran Financial Advisors, LLC	--	Jun 30, 26	-300	--
CARY STREET PARTNERS FINANCIAL LLC	--	Jun 30, 26	-4.79K	--
Aspire Capital Advisors LLC	--	Jun 30, 26	-8.70K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-10	--
Bison Wealth, LLC	--	Jun 30, 26	-3.48K	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-144.07K	--
Root Financial Partners, LLC	--	Jun 30, 26	-2.45K	--
D. E. Shaw & Co., Inc.	--	Jun 30, 26	-6.38K	--
Clarus Group, Inc.	--	Jun 30, 26	-6.09K	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-10	--
Golden State Equity Partners	--	Jun 30, 26	-101.89K	--
SJS Investment Consulting Inc.	--	Jun 30, 26	-600	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-5.95K	--
IFS Group,LLC	--	Jun 30, 26	-12.84K	--
Mariner, LLC	--	Jun 30, 26	-18.89K	--
Oakworth Capital, Inc.	--	Jun 30, 26	-1.56K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-67.08K	--
Independent Advisor Alliance	--	Jun 30, 26	-27.83K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-5.95K	--
MILLINGTON SECURITIES, INC.	27.09K	Mar 31, 26	+27.09K	0.05%
TCFG WEALTH MANAGEMENT, LLC	21.44K	Mar 31, 26	-888	0.04%
Leo Wealth, LLC	4.20K	Mar 31, 26	+4.20K	0.01%
CWM, LLC	1.90K	Mar 31, 26	+40	0.00%
Anchor Investment Management, LLC	273	Mar 31, 26	+273	0.00%
Anfield Capital Management, LLC	152	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	--	Mar 31, 26	-49	--
ORG Partners LLC	102.31K	Dec 31, 25	-2.17K	0.18%
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	0.15%
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	0.04%
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	2.57%
RAYMOND JAMES & ASSOCIATES	809.46K	Sep 30, 24	+74.91K	1.43%
American Planning Services, Inc.	282.31K	Sep 30, 24	-7.20K	0.50%
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	0.97%
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	0.75%
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	1.21%
CAPITAL ONE, NATIONAL ASSOCIATION	472.73K	Dec 31, 19	+472.73K	0.84%
LADENBURG THALMANN FINANCIAL SERVICES INC.	383.60K	Dec 31, 19	+9.54K	0.68%
Shamrock Asset Management LLC	522.46K	Sep 30, 19	-50.12K	0.92%
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%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

5.80M

Jun 30, 26

+32.94K

10.25%

BANK OF AMERICA CORP /DE/

5.27M

Jun 30, 26

-327.65K

9.31%

MORGAN STANLEY

3.65M

Jun 30, 26

-55.72K

6.45%

SFMG, LLC

2.65M

Jun 30, 26

+141.28K

4.68%

RAYMOND JAMES FINANCIAL INC

2.33M

Jun 30, 26

+151.86K

4.12%

WELLS FARGO & COMPANY/MN

2.19M

Jun 30, 26

-116.53K

3.88%

CFS Investment Advisory Services, LLC

2.03M

Jun 30, 26

-3.17K

3.59%

Cetera Investment Advisers

1.13M

Jun 30, 26

-327.08K

1.99%

UBS Group AG

936.12K

Jun 30, 26

-59.97K

1.66%

ADVISOR GROUP HOLDINGS, INC.

749.89K

Jun 30, 26

-52.75K

1.33%

Cambridge Investment Research Advisors, Inc.

739.46K

Jun 30, 26

-19.53K

1.31%

ENVESTNET ASSET MANAGEMENT INC

661.43K

Jun 30, 26

+9.68K

1.17%

ROYAL BANK OF CANADA

615.81K

Jun 30, 26

+9.28K

1.09%

COMMONWEALTH EQUITY SERVICES, LLC

590.35K

Jun 30, 26

-67.65K

1.04%

Bullock Wealth Management Group

515.07K

Jun 30, 26

+16.78K

0.91%

STIFEL FINANCIAL CORP

426.19K

Jun 30, 26

-53.80K

0.75%

LEVEL FOUR ADVISORY SERVICES, LLC

375.78K

Jun 30, 26

+8.62K

0.66%

MML INVESTORS SERVICES, LLC

350.65K

Jun 30, 26

+51.39K

0.62%

NewEdge Advisors, LLC

318.44K

Jun 30, 26

-7.48K

0.56%

Geneos Wealth Management Inc.

310.26K

Jun 30, 26

+79.45K

0.55%

Kestra Advisory Services, LLC

300.08K

Jun 30, 26

-25.80K

0.53%

MBL Wealth, LLC

299.16K

Jun 30, 26

-8.33K

0.53%

Tyche Wealth Partners LLC

292.29K

Jun 30, 26

+8.62K

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

0.39%

Pacer Advisors, Inc.

217.41K

Jun 30, 26

+23.42K

0.38%

Meridian Wealth Advisors, LLC

203.95K

Jun 30, 26

0.36%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

203.91K

Jun 30, 26

-9.15K

0.36%

Private Advisor Group, LLC

200.43K

Jun 30, 26

+12.26K

0.35%

MY Wealth Management Inc.

200.32K

Jun 30, 26

+25.39K

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%

AlphaCore Capital LLC

172.10K

Jun 30, 26

+13.26K

0.30%

Steward Partners Investment Advisory, LLC

163.09K

Jun 30, 26

+693

0.29%

Rockefeller Capital Management L.P.

162.23K

Jun 30, 26

-11.85K

0.29%

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%

Creative Planning

124.58K

Jun 30, 26

-38.05K

0.22%

MONECO Advisors, LLC

117.53K

Jun 30, 26

-1.82K

0.21%

Retirement Planning Group

109.71K

Jun 30, 26

-6.06K

0.19%

Gaddis Premier Wealth Advisors LLC

109.09K

Jun 30, 26

+3.44K

0.19%

HighTower Advisors, LLC

101.55K

Jun 30, 26

-9.66K

0.18%

GLR Partners, LLC

95.12K

Jun 30, 26

+1.75K

0.17%

Bryn Mawr Capital Management, LLC

91.03K

Jun 30, 26

-2.46K

0.16%

Concurrent Investment Advisors, LLC

89.66K

Jun 30, 26

-27.81K

0.16%

Sanctuary Advisors, LLC

88.75K

Jun 30, 26

+320

0.16%

Pacific Park Financial, Inc.

87.45K

Jun 30, 26

+360

0.15%

Curtis Advisory Group, LLC

82.07K

Jun 30, 26

+1.30K

0.15%

Forefront Wealth Partners, LLC

79.04K

Jun 30, 26

+36.73K

0.14%

DAVENPORT & Co LLC

76.67K

Jun 30, 26

-12.16K

0.14%

OFC FINANCIAL PLANNING, LLC

72.37K

Jun 30, 26

-3.94K

0.13%

Henderson Brothers Financial Partners, LLC

71.35K

Jun 30, 26

-62.90K

0.13%

AMERIPRISE FINANCIAL INC

70.72K

Jun 30, 26

-13.53K

0.13%

MAGNOLIA CAPITAL ADVISORS LLC

68.65K

Jun 30, 26

-211

0.12%

Aft, Forsyth & Sober, LLC

68.55K

Jun 30, 26

0.12%

Vienna Asset Management LLC

62.63K

Jun 30, 26

-11.09K

0.11%

Prospera Financial Services Inc

58.80K

Jun 30, 26

+1.25K

0.10%

Janney Montgomery Scott LLC

57.25K

Jun 30, 26

+252

0.10%

Global Retirement Partners, LLC

56.63K

Jun 30, 26

+56.63K

0.10%

CITIGROUP INC

50.97K

Jun 30, 26

-20.91K

0.09%

Whitaker-Myers Wealth Managers, LTD.

48.72K

Jun 30, 26

+429

0.09%

Soltis Investment Advisors LLC

47.43K

Jun 30, 26

-878

0.08%

Summit Financial, LLC

47.25K

Jun 30, 26

+29.20K

0.08%

Capital Investment Advisory Services, LLC

46.44K

Jun 30, 26

+548

0.08%

One Degree Advisors Inc

44.37K

Jun 30, 26

+3.46K

0.08%

CREATIVE FINANCIAL DESIGNS INC /ADV

42.44K

Jun 30, 26

-3.82K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

41.79K

Jun 30, 26

+31.03K

0.07%

CRUX WEALTH ADVISORS

41.17K

Jun 30, 26

+361

0.07%

CENTRAL TRUST Co

40.97K

Jun 30, 26

-1.31K

0.07%

Regatta Research & Money Management

40.91K

Jun 30, 26

+40.91K

0.07%

Oder Investment Management, LLC

40.62K

Jun 30, 26

0.07%

Stratos Wealth Partners, LTD.

39.62K

Jun 30, 26

-7.27K

0.07%

MATHER GROUP, LLC.

39.46K

Jun 30, 26

-4.55K

0.07%

GOLDMAN SACHS GROUP INC

38.64K

Jun 30, 26

+38.64K

0.07%

Western Wealth Management, LLC

36.36K

Jun 30, 26

-2.14K

0.06%

Integrated Wealth Concepts LLC

35.84K

Jun 30, 26

+661

0.06%

Kathmere Capital Management, LLC

34.92K

Jun 30, 26

-941

0.06%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

34.85K

Jun 30, 26

+1.71K

0.06%

HARBOUR INVESTMENTS, INC.

32.19K

Jun 30, 26

-993

0.06%

IFP Advisors, Inc

31.34K

Jun 30, 26

+1.55K

0.06%

WealthShield Partners, LLC

30.76K

Jun 30, 26

0.05%

PRIVATE TRUST CO NA

29.42K

Jun 30, 26

+500

0.05%

Perennial Investment Advisors, LLC

27.98K

Jun 30, 26

-4.64K

0.05%

JONES FINANCIAL COMPANIES LLLP

27.83K

Jun 30, 26

+27.83K

0.05%

OPPENHEIMER & CO INC

27.65K

Jun 30, 26

-841

0.05%

FIFTH THIRD BANCORP

27.59K

Jun 30, 26

-222

0.05%

BEAM WEALTH ADVISORS, INC.

27.21K

Jun 30, 26

+140

0.05%

WBI INVESTMENTS, INC.

26.70K

Jun 30, 26

-387

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

26.61K

Jun 30, 26

+244

0.05%

ADE, LLC

26.12K

Jun 30, 26

-1.99K

0.05%

Camarda Financial Advisors, LLC

24.96K

Jun 30, 26

+1.43K

0.04%

Tortuga Wealth Management, Inc

24.79K

Jun 30, 26

+4.00K

0.04%

HRT FINANCIAL LP

23.64K

Jun 30, 26

+18.28K

0.04%

TCFG Investment Advisors, LLC

22.94K

Jun 30, 26

+1.50K

0.04%

SAXON INTERESTS, INC.

21.90K

Jun 30, 26

-722

0.04%

Strategic Financial Partners, Ltd.

21.40K

Jun 30, 26

+50

0.04%

Advisor Resource Council

20.07K

Jun 30, 26

-260

0.04%

TRUIST FINANCIAL CORP

20.07K

Jun 30, 26

-360

0.04%

Sage Mountain Advisors LLC

19.52K

Jun 30, 26

+19.52K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

19.06K

Jun 30, 26

0.03%

Buckingham Strategic Partners

18.98K

Jun 30, 26

+237

0.03%

Equitable Holdings, Inc.

18.42K

Jun 30, 26

-1.44K

0.03%

D.A. DAVIDSON & CO.

18.25K

Jun 30, 26

-2.72K

0.03%

Advisory Services Network, LLC

17.83K

Jun 30, 26

+11.59K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.68K

Jun 30, 26

-5.48K

0.03%

Ameritas Advisory Services, LLC

17.31K

Jun 30, 26

+2.10K

0.03%

Sigma Planning Corp

17.14K

Jun 30, 26

-330

0.03%

INVENIO WEALTH PARTNERS LLC

16.51K

Jun 30, 26

-22

0.03%

WCG Wealth Advisors LLC

16.35K

Jun 30, 26

-678

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

15.66K

Jun 30, 26

-3.87K

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

15.10K

Jun 30, 26

-1.91K

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%

SRS Capital Advisors, Inc.

12.89K

Jun 30, 26

-3.95K

0.02%

Apollon Wealth Management, LLC

12.21K

Jun 30, 26

0.02%

FMR LLC

12.06K

Jun 30, 26

+2.40K

0.02%

MONEY CONCEPTS CAPITAL CORP

11.88K

Jun 30, 26

-32.96K

0.02%

GeoWealth Management, LLC

11.78K

Jun 30, 26

+844

0.02%

Clark Asset Management, LLC

11.63K

Jun 30, 26

0.02%

XY Planning Network, Inc.

11.57K

Jun 30, 26

0.02%

BANK OF MONTREAL /CAN/

11.56K

Jun 30, 26

+4.87K

0.02%

FLOW TRADERS U.S. LLC

11.47K

Jun 30, 26

+11.47K

0.02%

Pensionmark Financial Group, LLC

11.46K

Jun 30, 26

-1.43K

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%

Gimbal Financial

11.23K

Jun 30, 26

+11.23K

0.02%

Precision Wealth Strategies, LLC

11.07K

Jun 30, 26

+11.07K

0.02%

MERIDIAN INVESTMENT COUNSEL INC.

11.02K

Jun 30, 26

-830

0.02%

NORTHERN TRUST CORP

10.99K

Jun 30, 26

0.02%

Legacy Trust

10.90K

Jun 30, 26

0.02%

INSIGNEO ADVISORY SERVICES, LLC

10.87K

Jun 30, 26

0.02%

Hyundai Investments Co., Ltd.

10.81K

Jun 30, 26

+473

0.02%

CAPITAL & PLANNING, LLC

10.78K

Jun 30, 26

-500

0.02%

EverSource Wealth Advisors, LLC

10.49K

Jun 30, 26

0.02%

Keating Financial Advisory Services, Inc.

10.24K

Jun 30, 26

0.02%

Patriot Financial Group Insurance Agency, LLC

10.06K

Jun 30, 26

-10.06K

0.02%

Pinnacle Financial Partners, Inc.

9.96K

Jun 30, 26

-2.84K

0.02%

Alchemi Wealth, LLC

9.72K

Jun 30, 26

0.02%

XML Financial, LLC

9.65K

Jun 30, 26

+9.65K

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

9.45K

Jun 30, 26

+11

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%

Proactive Wealth Strategies LLC

8.66K

Jun 30, 26

0.02%

Baird Financial Group, Inc.

8.60K

Jun 30, 26

+695

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%

ASSETMARK, INC

7.64K

Jun 30, 26

+3.44K

0.01%

JANE STREET GROUP, LLC

7.48K

Jun 30, 26

-3.09K

0.01%

PATTEN & PATTEN INC/TN

7.29K

Jun 30, 26

0.01%

FORTEM FINANCIAL GROUP, LLC

7.26K

Jun 30, 26

+7.26K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

6.82K

Jun 30, 26

-543

0.01%

Redhawk Wealth Advisors, Inc.

6.80K

Jun 30, 26

0.01%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

6.54K

Jun 30, 26

0.01%

Gambit Capital Management, LLC

6.36K

Jun 30, 26

0.01%

Belpointe Asset Management LLC

6.31K

Jun 30, 26

0.01%

Maridea Wealth Management LLC

6.28K

Jun 30, 26

-12

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

6.22K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

6.22K

Jun 30, 26

-2.27K

0.01%

SYKON CAPITAL LLC

6.19K

Jun 30, 26

+6.19K

0.01%

HBW Advisory Services LLC

6.17K

Jun 30, 26

-273

0.01%

Ausdal Financial Partners, Inc.

6.13K

Jun 30, 26

-467

0.01%

StoneX Group Inc.

5.99K

Jun 30, 26

-13.90K

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%

AMERIFLEX GROUP, INC.

5.45K

Jun 30, 26

+1.93K

0.01%

Beacon Pointe Advisors, LLC

5.38K

Jun 30, 26

0.01%

Bank of New York Mellon Corp

5.26K

Jun 30, 26

+541

0.01%

WNY Asset Management, LLC

5.22K

Jun 30, 26

-1.49K

0.01%

Kinloch Capital, LLC

5.13K

Jun 30, 26

+372

0.01%

SWS Partners

5.11K

Jun 30, 26

0.01%

NFP Retirement, Inc.

5.05K

Jun 30, 26

+42

0.01%

ELEMENT POINTE ADVISORS, LLC

5.03K

Jun 30, 26

0.01%

BlackRock, Inc.

5.00K

Jun 30, 26

+1.50K

0.01%

Insight Advisors, LLC/ PA

5.00K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.84K

Jun 30, 26

0.01%

Allworth Financial LP

4.74K

Jun 30, 26

0.01%

Align Financial, LLC

4.62K

Jun 30, 26

0.01%

Ankerstar Wealth, LLC

4.55K

Jun 30, 26

-156

0.01%

CIBC Bancorp USA Inc.

4.54K

Jun 30, 26

0.01%

QUANTUM FINANCIAL PARTNERS LLC

4.49K

Jun 30, 26

+4.49K

0.01%

Mascagni Wealth Management, Inc.

4.46K

Jun 30, 26

0.01%

Heritage Wealth Management, Inc.

4.22K

Jun 30, 26

0.01%

BNB Wealth Management, LLC

4.21K

Jun 30, 26

-350

0.01%

Inspire Advisors, LLC

4.18K

Jun 30, 26

-131

0.01%

LAIRD NORTON TRUST COMPANY, LLC

4.17K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

4.15K

Jun 30, 26

+4.15K

0.01%

Avion Wealth

4.11K

Jun 30, 26

0.01%

New England Private Wealth Advisors LLC

4.11K

Jun 30, 26

0.01%

Colony Group, LLC

3.85K

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%

Resurgent Financial Advisors LLC

3.49K

Jun 30, 26

+3.49K

0.01%

FIRST HORIZON CORP

3.16K

Jun 30, 26

0.01%

HUNTINGTON NATIONAL BANK

2.90K

Jun 30, 26

+2.90K

0.01%

Farther Finance Advisors, LLC

2.78K

Jun 30, 26

-1.49K

0.00%

PURSUIT WEALTH STRATEGIES, LLC

2.62K

Jun 30, 26

-68

0.00%

JPMORGAN CHASE & CO

2.53K

Jun 30, 26

-62

0.00%

Golden State Wealth Management, LLC

2.29K

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

2.21K

Jun 30, 26

0.00%

AE Wealth Management LLC

2.14K

Jun 30, 26

+1.00K

0.00%

Westside Investment Management, Inc.

2.03K

Jun 30, 26

0.00%

EASTERN BANK

1.50K

Jun 30, 26

0.00%

Twin Lakes Capital Management, LLC

1.29K

Jun 30, 26

0.00%

IFG Advisory, LLC

1.21K

Jun 30, 26

+1.21K

0.00%

Operose Advisors LLC

1.21K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

1.10K

Jun 30, 26

+101

0.00%

Signature Equity Partners, LLC

1.09K

Jun 30, 26

-39

0.00%

Ancora Advisors, LLC

1.05K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

866

Jun 30, 26

0.00%

Colonial Trust Co / SC

854

Jun 30, 26

-47

0.00%

Sankala Group LLC

826

Jun 30, 26

0.00%

Parallel Advisors, LLC

821

Jun 30, 26

+821

0.00%

BURKETT FINANCIAL SERVICES, LLC

753

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

639

Jun 30, 26

0.00%

Larson Financial Group LLC

566

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

508

Jun 30, 26

-1.02K

0.00%

Aptus Capital Advisors, LLC

489

Jun 30, 26

-92

0.00%

Caldwell Trust Co

420

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

417

Jun 30, 26

-3.19K

0.00%

Newbridge Financial Services Group, Inc.

388

Jun 30, 26

0.00%

Asset Dedication, LLC

337

Jun 30, 26

0.00%

Wilkerson Advisory Group LLC

326

Jun 30, 26

-2

0.00%

Providence Capital Advisors, LLC

323

Jun 30, 26

+323

0.00%

FINANCIAL CONSULATE, INC

301

Jun 30, 26

0.00%

LRI Investments, LLC

300

Jun 30, 26

-45

0.00%

Dunhill Financial, LLC

262

Jun 30, 26

+262

0.00%

VANGUARD ADVISERS INC

244

Jun 30, 26

+64

0.00%

Archer Investment Corp

220

Jun 30, 26

+220

0.00%

WOLFF WIESE MAGANA LLC

209

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

191

Jun 30, 26

-5

0.00%

Financial Network Wealth Advisors LLC

160

Jun 30, 26

0.00%

CVA Family Office, LLC

159

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

120

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-88

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

0.00%

XTX Topco Ltd

Jun 30, 26

-4.17K

CALTON & ASSOCIATES, INC.

Jun 30, 26

-24.89K

MAI Capital Management

Jun 30, 26

-1.72K

Plante Moran Financial Advisors, LLC

Jun 30, 26

-300

CARY STREET PARTNERS FINANCIAL LLC

Jun 30, 26

-4.79K

Aspire Capital Advisors LLC

Jun 30, 26

-8.70K

Lloyd Advisory Services, LLC.

Jun 30, 26

-10

Bison Wealth, LLC

Jun 30, 26

-3.48K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-144.07K

Root Financial Partners, LLC

Jun 30, 26

-2.45K

D. E. Shaw & Co., Inc.

Jun 30, 26

-6.38K

Clarus Group, Inc.

Jun 30, 26

-6.09K

Kingdom Financial Group LLC.

Jun 30, 26

-10

Golden State Equity Partners

Jun 30, 26

-101.89K

SJS Investment Consulting Inc.

Jun 30, 26

-600

Brinker Capital Investments, LLC

Jun 30, 26

-5.95K

IFS Group,LLC

Jun 30, 26

-12.84K

Mariner, LLC

Jun 30, 26

-18.89K

Oakworth Capital, Inc.

Jun 30, 26

-1.56K

CITADEL ADVISORS LLC

Jun 30, 26

-67.08K

Independent Advisor Alliance

Jun 30, 26

-27.83K

Gateway Wealth Partners, LLC

Jun 30, 26

-5.95K

MILLINGTON SECURITIES, INC.

27.09K

Mar 31, 26

+27.09K

0.05%

TCFG WEALTH MANAGEMENT, LLC

21.44K

Mar 31, 26

-888

0.04%

Leo Wealth, LLC

4.20K

Mar 31, 26

+4.20K

0.01%

CWM, LLC

1.90K

Mar 31, 26

+40

0.00%

Anchor Investment Management, LLC

273

Mar 31, 26

+273

0.00%

Anfield Capital Management, LLC

152

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

-49

ORG Partners LLC

102.31K

Dec 31, 25

-2.17K

0.18%

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

0.15%

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

0.04%

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

2.57%

RAYMOND JAMES & ASSOCIATES

809.46K

Sep 30, 24

+74.91K

1.43%

American Planning Services, Inc.

282.31K

Sep 30, 24

-7.20K

0.50%

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

0.97%

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

0.75%

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

1.21%

CAPITAL ONE, NATIONAL ASSOCIATION

472.73K

Dec 31, 19

+472.73K

0.84%

LADENBURG THALMANN FINANCIAL SERVICES INC.

383.60K

Dec 31, 19

+9.54K

0.68%

Shamrock Asset Management LLC

522.46K

Sep 30, 19

-50.12K

0.92%

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%