Pacer Trendpilot 100 ETF(PTNQ)

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Pacer Trendpilot 100 ETF(PTNQ)

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$85.87—

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PTNQ(PTNQ)

PTNQ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 198 Institutional Holders

Holder	Shares	Date	Change	% Held
Clark Asset Management, LLC	4.48K	Jun 30, 26	--	0.03%
Noble Wealth Management PBC	1.20K	Jun 30, 26	-200	0.01%
GAMMA Investing LLC	80	Jun 30, 26	--	0.00%
LPL Financial LLC	1.43M	Mar 31, 26	-118.14K	9.61%
BANK OF AMERICA CORP /DE/	939.15K	Mar 31, 26	-82.73K	6.29%
MORGAN STANLEY	867.55K	Mar 31, 26	-120.76K	5.81%
RAYMOND JAMES FINANCIAL INC	833.94K	Mar 31, 26	+35.73K	5.58%
Cetera Investment Advisers	648.56K	Mar 31, 26	-634	4.34%
WELLS FARGO & COMPANY/MN	560.60K	Mar 31, 26	-33.49K	3.75%
Cambridge Investment Research Advisors, Inc.	433.06K	Mar 31, 26	-2.57K	2.90%
One Capital Management, LLC	266.94K	Mar 31, 26	+230.89K	1.79%
UBS Group AG	236.07K	Mar 31, 26	-20.93K	1.58%
CREATIVE FINANCIAL DESIGNS INC /ADV	185.28K	Mar 31, 26	+1.80K	1.24%
Geneos Wealth Management Inc.	165.14K	Mar 31, 26	-14.13K	1.11%
ROYAL BANK OF CANADA	160.65K	Mar 31, 26	-18.82K	1.08%
NewEdge Advisors, LLC	153.72K	Mar 31, 26	+194	1.03%
ADVISOR GROUP HOLDINGS, INC.	139.75K	Mar 31, 26	-15.16K	0.94%
Rockefeller Capital Management L.P.	139.26K	Mar 31, 26	+33.94K	0.93%
Pacer Advisors, Inc.	137.01K	Mar 31, 26	-2.14K	0.92%
Steward Partners Investment Advisory, LLC	136.64K	Mar 31, 26	-3.27K	0.91%
LEVEL FOUR ADVISORY SERVICES, LLC	115.25K	Mar 31, 26	+469	0.77%
HighTower Advisors, LLC	106.58K	Mar 31, 26	+6.94K	0.71%
COMMONWEALTH EQUITY SERVICES, LLC	98.15K	Mar 31, 26	-103	0.66%
STIFEL FINANCIAL CORP	79.88K	Mar 31, 26	+1.12K	0.53%
ENVESTNET ASSET MANAGEMENT INC	77.89K	Mar 31, 26	+4.33K	0.52%
Kestra Advisory Services, LLC	69.64K	Mar 31, 26	+14.69K	0.47%
Brinker Capital Investments, LLC	67.99K	Mar 31, 26	+4.07K	0.46%
MBL Wealth, LLC	65.89K	Mar 31, 26	+854	0.44%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	56.67K	Mar 31, 26	+35.04K	0.38%
Aft, Forsyth & Sober, LLC	56.63K	Mar 31, 26	--	0.38%
Prospera Financial Services Inc	51.83K	Mar 31, 26	+2.29K	0.35%
Private Advisor Group, LLC	51.76K	Mar 31, 26	+569	0.35%
Vienna Asset Management LLC	49.81K	Mar 31, 26	-7.86K	0.33%
ODonnell Financial Services, LLC	48.03K	Mar 31, 26	-766	0.32%
Empirical Finance, LLC	47.35K	Mar 31, 26	+47.35K	0.32%
Western Wealth Management, LLC	44.57K	Mar 31, 26	+363	0.30%
MONECO Advisors, LLC	42.08K	Mar 31, 26	-8.98K	0.28%
Janney Montgomery Scott LLC	39.08K	Mar 31, 26	+66	0.26%
Bryn Mawr Capital Management, LLC	37.51K	Mar 31, 26	-4.80K	0.25%
EXCEL SECURITIES & ASSOCIATES, INC.	36.76K	Mar 31, 26	+36.76K	0.25%
Sanctuary Advisors, LLC	36.48K	Mar 31, 26	-131	0.24%
FINANCIAL MANAGEMENT NETWORK INC	33.20K	Mar 31, 26	-2.63K	0.22%
MML INVESTORS SERVICES, LLC	32.94K	Mar 31, 26	-13.45K	0.22%
Concurrent Investment Advisors, LLC	28.73K	Mar 31, 26	-1.11K	0.19%
FLOW TRADERS U.S. LLC	27.32K	Mar 31, 26	+27.32K	0.18%
Proactive Wealth Strategies LLC	23.75K	Mar 31, 26	+3.95K	0.16%
TRUIST FINANCIAL CORP	21.83K	Mar 31, 26	-4.67K	0.15%
JBR Co Financial Management Inc	20.42K	Mar 31, 26	--	0.14%
Belvedere Trading LLC	20.33K	Mar 31, 26	+20.33K	0.14%
CWM, LLC	20.14K	Mar 31, 26	-1.90K	0.13%
Stratos Wealth Partners, LTD.	19.90K	Mar 31, 26	+538	0.13%
PFG Advisors	17.68K	Mar 31, 26	+418	0.12%
MATHER GROUP, LLC.	17.45K	Mar 31, 26	+17.45K	0.12%
HARBOUR INVESTMENTS, INC.	16.05K	Mar 31, 26	+2.91K	0.11%
Equitable Holdings, Inc.	15.75K	Mar 31, 26	-18.13K	0.11%
J.W. COLE ADVISORS, INC.	15.48K	Mar 31, 26	-425	0.10%
CITADEL ADVISORS LLC	15.33K	Mar 31, 26	-22.30K	0.10%
OPPENHEIMER & CO INC	14.63K	Mar 31, 26	+194	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.93K	Mar 31, 26	+432	0.09%
AMERIPRISE FINANCIAL INC	12.57K	Mar 31, 26	-2.80K	0.08%
Arkadios Wealth Advisors	12.49K	Mar 31, 26	-341	0.08%
Sigma Planning Corp	12.22K	Mar 31, 26	-987	0.08%
Southland Equity Partners LLC	12.11K	Mar 31, 26	-271	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	12.09K	Mar 31, 26	+57	0.08%
Clear Creek Financial Management, LLC	11.95K	Mar 31, 26	-233	0.08%
Advisor Resource Council	11.15K	Mar 31, 26	-3.32K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.36K	Mar 31, 26	-5.54K	0.07%
FIFTH THIRD BANCORP	10.15K	Mar 31, 26	+10.15K	0.07%
Oder Investment Management, LLC	9.99K	Mar 31, 26	+25	0.07%
TCFG WEALTH MANAGEMENT, LLC	9.88K	Mar 31, 26	-596	0.07%
XML Financial, LLC	9.80K	Mar 31, 26	-1.11K	0.07%
Strategic Blueprint, LLC	9.48K	Mar 31, 26	+608	0.06%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.31K	Mar 31, 26	-928	0.06%
Independent Advisor Alliance	9.14K	Mar 31, 26	+9.14K	0.06%
HighPoint Advisor Group LLC	8.45K	Mar 31, 26	-144	0.06%
Confluence Wealth Services, Inc.	8.24K	Mar 31, 26	--	0.06%
Retirement Planning Group	7.84K	Mar 31, 26	+7.84K	0.05%
Camarda Financial Advisors, LLC	7.81K	Mar 31, 26	-36	0.05%
Stratos Wealth Advisors, LLC	6.98K	Mar 31, 26	+1.10K	0.05%
IFP Advisors, Inc	6.72K	Mar 31, 26	-68	0.05%
Legacy Trust	6.68K	Mar 31, 26	--	0.04%
Hilltop Holdings Inc.	6.40K	Mar 31, 26	-286	0.04%
Family Office Research LLC	6.36K	Mar 31, 26	-395	0.04%
SILVER OAK SECURITIES, INCORPORATED	6.17K	Mar 31, 26	-95	0.04%
PRIVATE TRUST CO NA	6.08K	Mar 31, 26	--	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	5.55K	Mar 31, 26	-609	0.04%
Belpointe Asset Management LLC	5.50K	Mar 31, 26	--	0.04%
CALTON & ASSOCIATES, INC.	5.26K	Mar 31, 26	-3.30K	0.04%
Sequoia Financial Advisors, LLC	5.13K	Mar 31, 26	--	0.03%
Bank of New York Mellon Corp	5.01K	Mar 31, 26	+1.10K	0.03%
Mariner, LLC	4.96K	Mar 31, 26	-1.05K	0.03%
JANE STREET GROUP, LLC	4.81K	Mar 31, 26	-4.50K	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	4.70K	Mar 31, 26	+18	0.03%
Clark Asset Management, LLC	4.48K	Mar 31, 26	+4.48K	0.03%
INSIGNEO ADVISORY SERVICES, LLC	4.26K	Mar 31, 26	-10	0.03%
KEYBANK NATIONAL ASSOCIATION/OH	4.08K	Mar 31, 26	+4.08K	0.03%
ASSETMARK, INC	4.08K	Mar 31, 26	-248	0.03%
MONEY CONCEPTS CAPITAL CORP	4.03K	Mar 31, 26	+770	0.03%
CreativeOne Wealth, LLC	3.94K	Mar 31, 26	-164	0.03%
HBW Advisory Services LLC	3.93K	Mar 31, 26	+421	0.03%
Ameritas Advisory Services, LLC	3.93K	Mar 31, 26	--	0.03%
Colony Group, LLC	3.93K	Mar 31, 26	--	0.03%
FMR LLC	3.83K	Mar 31, 26	+373	0.03%
Clarus Group, Inc.	3.82K	Mar 31, 26	--	0.03%
Aptus Capital Advisors, LLC	3.82K	Mar 31, 26	+296	0.03%
NFP Retirement, Inc.	3.73K	Mar 31, 26	-425	0.02%
SWS Partners	3.52K	Mar 31, 26	+30	0.02%
JPMORGAN CHASE & CO	3.45K	Mar 31, 26	+2.43K	0.02%
Mascagni Wealth Management, Inc.	3.41K	Mar 31, 26	-311	0.02%
Buckingham Strategic Partners	3.37K	Mar 31, 26	+3.37K	0.02%
Baird Financial Group, Inc.	3.36K	Mar 31, 26	-154	0.02%
AMERIFLEX GROUP, INC.	3.21K	Mar 31, 26	+627	0.02%
Stegent Equity Advisors, Inc.	3.20K	Mar 31, 26	--	0.02%
UNIQUE WEALTH, LLC	3.04K	Mar 31, 26	--	0.02%
Jacobi Capital Management LLC	3.04K	Mar 31, 26	--	0.02%
Sensible Money, LLC	3.00K	Mar 31, 26	--	0.02%
Asset Dedication, LLC	3.00K	Mar 31, 26	--	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	2.93K	Mar 31, 26	-4.63K	0.02%
Mutual Advisors, LLC	2.90K	Mar 31, 26	-181	0.02%
Tyche Wealth Partners LLC	2.80K	Mar 31, 26	+6	0.02%
Parkside Financial Bank & Trust	2.46K	Mar 31, 26	--	0.02%
NBC SECURITIES, INC.	2.17K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	2.00K	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.68K	Mar 31, 26	+9	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.39K	Mar 31, 26	+3	0.01%
Root Financial Partners, LLC	1.02K	Mar 31, 26	-96	0.01%
Larson Financial Group LLC	1.02K	Mar 31, 26	+1.02K	0.01%
Allworth Financial LP	1.00K	Mar 31, 26	-120	0.01%
Register Financial Advisors LLC	879	Mar 31, 26	+8	0.01%
Midwest Capital Advisors, LLC	858	Mar 31, 26	--	0.01%
Coastal Investment Advisors, Inc.	750	Mar 31, 26	+750	0.01%
Advisory Services Network, LLC	623	Mar 31, 26	+623	0.00%
BANK OF MONTREAL /CAN/	600	Mar 31, 26	--	0.00%
CITIGROUP INC	530	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	507	Mar 31, 26	+4	0.00%
SRS Capital Advisors, Inc.	505	Mar 31, 26	+1	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	452	Mar 31, 26	--	0.00%
Nova Wealth Management, Inc.	362	Mar 31, 26	-1.53K	0.00%
KM Capital Management Ltd.	254	Mar 31, 26	+254	0.00%
QUADRANT CAPITAL GROUP LLC	200	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	192	Mar 31, 26	+192	0.00%
AE Wealth Management LLC	156	Mar 31, 26	-1.19K	0.00%
GAMMA Investing LLC	80	Mar 31, 26	--	0.00%
MAI Capital Management	58	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	50	Mar 31, 26	+50	0.00%
Vanguard National Trust Co	1	Mar 31, 26	+1	0.00%
HRT FINANCIAL LP	--	Mar 31, 26	-2.72K	--
MY Wealth Management Inc.	--	Mar 31, 26	-128.86K	--
Salomon & Ludwin, LLC	--	Mar 31, 26	-1.02K	--
CFS Investment Advisory Services, LLC	--	Mar 31, 26	-11.91K	--
CENTRAL TRUST Co	--	Mar 31, 26	-5	--
STEPHENS INC /AR/	--	Mar 31, 26	-45.06K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-4.30K	--
Capital Asset Advisory Services LLC	--	Mar 31, 26	-4.30K	--
IHT Wealth Management, LLC	--	Mar 31, 26	-2.96K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-704	--
Financial Services Advisory Inc	--	Mar 31, 26	-21.41K	--
Foundations Investment Advisors, LLC	--	Mar 31, 26	-2.98K	--
Cyndeo Wealth Partners, LLC	--	Mar 31, 26	-3.41K	--
COMERICA BANK	10.15K	Dec 31, 25	-276	0.07%
Stark Wealth Management LLC	4.35K	Dec 31, 25	--	0.03%
CIBC Private Wealth Group, LLC	777	Dec 31, 25	--	0.01%
TRUST CO OF VERMONT	692	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	439	Dec 31, 25	+439	0.00%
Global Retirement Partners, LLC	14	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-8.38K	--
Gimbal Financial	37.34K	Sep 30, 25	-1.13K	0.25%
NAPA WEALTH MANAGEMENT	25.96K	Sep 30, 25	-52	0.17%
Lion Street Advisors, LLC	6.02K	Sep 30, 25	+944	0.04%
New Century Financial Group, LLC	3.45K	Sep 30, 25	--	0.02%
Financial Advocates Investment Management	--	Sep 30, 25	-3.99K	--
EWG Elevate Inc.	--	Sep 30, 25	-9.93K	--
AVANTAX ADVISORY SERVICES, INC.	270.92K	Jun 30, 25	+71.96K	1.81%
Atria Wealth Solutions, Inc.	107.64K	Jun 30, 25	-22.04K	0.72%
Orion Portfolio Solutions, LLC	11.19K	Mar 31, 25	+450	0.07%
Kiely Wealth Advisory Group, Inc.	--	Dec 31, 24	-921	--
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-5.59K	--
Raymond James Financial Services Advisors, Inc.	477.82K	Sep 30, 24	+15.94K	3.20%
RAYMOND JAMES & ASSOCIATES	293.57K	Sep 30, 24	-790	1.97%
RAYMOND JAMES TRUST N.A.	7.66K	Sep 30, 24	-7.37K	0.05%
American Planning Services, Inc.	4.16K	Sep 30, 24	--	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.41K	Jun 30, 24	-618	0.02%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.25K	--
Cetera Advisors LLC	200.28K	Mar 31, 24	+62.14K	1.34%
Cetera Advisor Networks LLC	131.67K	Mar 31, 24	+90.67K	0.88%
TITLEIST ASSET MANAGEMENT, LTD.	74.36K	Dec 31, 22	+74.36K	0.50%
American Portfolios Advisors	8.45K	Sep 30, 22	-936	0.06%
Strategic Asset Management, LLC	2.97K	Sep 30, 22	+141	0.02%
MUFG Americas Holdings Corp	542	Sep 30, 22	--	0.00%
Titus Wealth Management	13.46K	Jun 30, 22	--	0.09%
NEXT Financial Group, Inc	10.36K	Dec 31, 21	+2.14K	0.07%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4.99K	Sep 30, 21	--	0.03%
Winslow, Evans & Crocker, Inc.	8.18K	Dec 31, 20	-958	0.05%
Advisor Group, Inc.	120.67K	Dec 31, 19	+7.79K	0.81%
LADENBURG THALMANN FINANCIAL SERVICES INC.	74.47K	Dec 31, 19	+5.04K	0.50%
BB&T SECURITIES, LLC	21.14K	Sep 30, 19	+779	0.14%
TRUST DEPARTMENT MB FINANCIAL BANK N A	1.50K	Mar 31, 19	+1.50K	0.01%
NEXT Financial Holdings	500	Mar 31, 19	+500	0.00%

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Holder

Date

Change

% Held

Clark Asset Management, LLC

4.48K

Jun 30, 26

0.03%

Noble Wealth Management PBC

1.20K

Jun 30, 26

-200

0.01%

GAMMA Investing LLC

Jun 30, 26

0.00%

LPL Financial LLC

1.43M

Mar 31, 26

-118.14K

9.61%

BANK OF AMERICA CORP /DE/

939.15K

Mar 31, 26

-82.73K

6.29%

MORGAN STANLEY

867.55K

Mar 31, 26

-120.76K

5.81%

RAYMOND JAMES FINANCIAL INC

833.94K

Mar 31, 26

+35.73K

5.58%

Cetera Investment Advisers

648.56K

Mar 31, 26

-634

4.34%

WELLS FARGO & COMPANY/MN

560.60K

Mar 31, 26

-33.49K

3.75%

Cambridge Investment Research Advisors, Inc.

433.06K

Mar 31, 26

-2.57K

2.90%

One Capital Management, LLC

266.94K

Mar 31, 26

+230.89K

1.79%

UBS Group AG

236.07K

Mar 31, 26

-20.93K

1.58%

CREATIVE FINANCIAL DESIGNS INC /ADV

185.28K

Mar 31, 26

+1.80K

1.24%

Geneos Wealth Management Inc.

165.14K

Mar 31, 26

-14.13K

1.11%

ROYAL BANK OF CANADA

160.65K

Mar 31, 26

-18.82K

1.08%

NewEdge Advisors, LLC

153.72K

Mar 31, 26

+194

1.03%

ADVISOR GROUP HOLDINGS, INC.

139.75K

Mar 31, 26

-15.16K

0.94%

Rockefeller Capital Management L.P.

139.26K

Mar 31, 26

+33.94K

0.93%

Pacer Advisors, Inc.

137.01K

Mar 31, 26

-2.14K

0.92%

Steward Partners Investment Advisory, LLC

136.64K

Mar 31, 26

-3.27K

0.91%

LEVEL FOUR ADVISORY SERVICES, LLC

115.25K

Mar 31, 26

+469

0.77%

HighTower Advisors, LLC

106.58K

Mar 31, 26

+6.94K

0.71%

COMMONWEALTH EQUITY SERVICES, LLC

98.15K

Mar 31, 26

-103

0.66%

STIFEL FINANCIAL CORP

79.88K

Mar 31, 26

+1.12K

0.53%

ENVESTNET ASSET MANAGEMENT INC

77.89K

Mar 31, 26

+4.33K

0.52%

Kestra Advisory Services, LLC

69.64K

Mar 31, 26

+14.69K

0.47%

Brinker Capital Investments, LLC

67.99K

Mar 31, 26

+4.07K

0.46%

MBL Wealth, LLC

65.89K

Mar 31, 26

+854

0.44%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

56.67K

Mar 31, 26

+35.04K

0.38%

Aft, Forsyth & Sober, LLC

56.63K

Mar 31, 26

0.38%

Prospera Financial Services Inc

51.83K

Mar 31, 26

+2.29K

0.35%

Private Advisor Group, LLC

51.76K

Mar 31, 26

+569

0.35%

Vienna Asset Management LLC

49.81K

Mar 31, 26

-7.86K

0.33%

ODonnell Financial Services, LLC

48.03K

Mar 31, 26

-766

0.32%

Empirical Finance, LLC

47.35K

Mar 31, 26

+47.35K

0.32%

Western Wealth Management, LLC

44.57K

Mar 31, 26

+363

0.30%

MONECO Advisors, LLC

42.08K

Mar 31, 26

-8.98K

0.28%

Janney Montgomery Scott LLC

39.08K

Mar 31, 26

+66

0.26%

Bryn Mawr Capital Management, LLC

37.51K

Mar 31, 26

-4.80K

0.25%

EXCEL SECURITIES & ASSOCIATES, INC.

36.76K

Mar 31, 26

+36.76K

0.25%

Sanctuary Advisors, LLC

36.48K

Mar 31, 26

-131

0.24%

FINANCIAL MANAGEMENT NETWORK INC

33.20K

Mar 31, 26

-2.63K

0.22%

MML INVESTORS SERVICES, LLC

32.94K

Mar 31, 26

-13.45K

0.22%

Concurrent Investment Advisors, LLC

28.73K

Mar 31, 26

-1.11K

0.19%

FLOW TRADERS U.S. LLC

27.32K

Mar 31, 26

+27.32K

0.18%

Proactive Wealth Strategies LLC

23.75K

Mar 31, 26

+3.95K

0.16%

TRUIST FINANCIAL CORP

21.83K

Mar 31, 26

-4.67K

0.15%

JBR Co Financial Management Inc

20.42K

Mar 31, 26

0.14%

Belvedere Trading LLC

20.33K

Mar 31, 26

+20.33K

0.14%

CWM, LLC

20.14K

Mar 31, 26

-1.90K

0.13%

Stratos Wealth Partners, LTD.

19.90K

Mar 31, 26

+538

0.13%

PFG Advisors

17.68K

Mar 31, 26

+418

0.12%

MATHER GROUP, LLC.

17.45K

Mar 31, 26

+17.45K

0.12%

HARBOUR INVESTMENTS, INC.

16.05K

Mar 31, 26

+2.91K

0.11%

Equitable Holdings, Inc.

15.75K

Mar 31, 26

-18.13K

0.11%

J.W. COLE ADVISORS, INC.

15.48K

Mar 31, 26

-425

0.10%

CITADEL ADVISORS LLC

15.33K

Mar 31, 26

-22.30K

0.10%

OPPENHEIMER & CO INC

14.63K

Mar 31, 26

+194

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.93K

Mar 31, 26

+432

0.09%

AMERIPRISE FINANCIAL INC

12.57K

Mar 31, 26

-2.80K

0.08%

Arkadios Wealth Advisors

12.49K

Mar 31, 26

-341

0.08%

Sigma Planning Corp

12.22K

Mar 31, 26

-987

0.08%

Southland Equity Partners LLC

12.11K

Mar 31, 26

-271

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

12.09K

Mar 31, 26

+57

0.08%

Clear Creek Financial Management, LLC

11.95K

Mar 31, 26

-233

0.08%

Advisor Resource Council

11.15K

Mar 31, 26

-3.32K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.36K

Mar 31, 26

-5.54K

0.07%

FIFTH THIRD BANCORP

10.15K

Mar 31, 26

+10.15K

0.07%

Oder Investment Management, LLC

9.99K

Mar 31, 26

+25

0.07%

TCFG WEALTH MANAGEMENT, LLC

9.88K

Mar 31, 26

-596

0.07%

XML Financial, LLC

9.80K

Mar 31, 26

-1.11K

0.07%

Strategic Blueprint, LLC

9.48K

Mar 31, 26

+608

0.06%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.31K

Mar 31, 26

-928

0.06%

Independent Advisor Alliance

9.14K

Mar 31, 26

+9.14K

0.06%

HighPoint Advisor Group LLC

8.45K

Mar 31, 26

-144

0.06%

Confluence Wealth Services, Inc.

8.24K

Mar 31, 26

0.06%

Retirement Planning Group

7.84K

Mar 31, 26

+7.84K

0.05%

Camarda Financial Advisors, LLC

7.81K

Mar 31, 26

-36

0.05%

Stratos Wealth Advisors, LLC

6.98K

Mar 31, 26

+1.10K

0.05%

IFP Advisors, Inc

6.72K

Mar 31, 26

-68

0.05%

Legacy Trust

6.68K

Mar 31, 26

0.04%

Hilltop Holdings Inc.

6.40K

Mar 31, 26

-286

0.04%

Family Office Research LLC

6.36K

Mar 31, 26

-395

0.04%

SILVER OAK SECURITIES, INCORPORATED

6.17K

Mar 31, 26

-95

0.04%

PRIVATE TRUST CO NA

6.08K

Mar 31, 26

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

5.55K

Mar 31, 26

-609

0.04%

Belpointe Asset Management LLC

5.50K

Mar 31, 26

0.04%

CALTON & ASSOCIATES, INC.

5.26K

Mar 31, 26

-3.30K

0.04%

Sequoia Financial Advisors, LLC

5.13K

Mar 31, 26

0.03%

Bank of New York Mellon Corp

5.01K

Mar 31, 26

+1.10K

0.03%

Mariner, LLC

4.96K

Mar 31, 26

-1.05K

0.03%

JANE STREET GROUP, LLC

4.81K

Mar 31, 26

-4.50K

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

4.70K

Mar 31, 26

+18

0.03%

Clark Asset Management, LLC

4.48K

Mar 31, 26

+4.48K

0.03%

INSIGNEO ADVISORY SERVICES, LLC

4.26K

Mar 31, 26

-10

0.03%

KEYBANK NATIONAL ASSOCIATION/OH

4.08K

Mar 31, 26

+4.08K

0.03%

ASSETMARK, INC

4.08K

Mar 31, 26

-248

0.03%

MONEY CONCEPTS CAPITAL CORP

4.03K

Mar 31, 26

+770

0.03%

CreativeOne Wealth, LLC

3.94K

Mar 31, 26

-164

0.03%

HBW Advisory Services LLC

3.93K

Mar 31, 26

+421

0.03%

Ameritas Advisory Services, LLC

3.93K

Mar 31, 26

0.03%

Colony Group, LLC

3.93K

Mar 31, 26

0.03%

FMR LLC

3.83K

Mar 31, 26

+373

0.03%

Clarus Group, Inc.

3.82K

Mar 31, 26

0.03%

Aptus Capital Advisors, LLC

3.82K

Mar 31, 26

+296

0.03%

NFP Retirement, Inc.

3.73K

Mar 31, 26

-425

0.02%

SWS Partners

3.52K

Mar 31, 26

+30

0.02%

JPMORGAN CHASE & CO

3.45K

Mar 31, 26

+2.43K

0.02%

Mascagni Wealth Management, Inc.

3.41K

Mar 31, 26

-311

0.02%

Buckingham Strategic Partners

3.37K

Mar 31, 26

+3.37K

0.02%

Baird Financial Group, Inc.

3.36K

Mar 31, 26

-154

0.02%

AMERIFLEX GROUP, INC.

3.21K

Mar 31, 26

+627

0.02%

Stegent Equity Advisors, Inc.

3.20K

Mar 31, 26

0.02%

UNIQUE WEALTH, LLC

3.04K

Mar 31, 26

0.02%

Jacobi Capital Management LLC

3.04K

Mar 31, 26

0.02%

Sensible Money, LLC

3.00K

Mar 31, 26

0.02%

Asset Dedication, LLC

3.00K

Mar 31, 26

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

2.93K

Mar 31, 26

-4.63K

0.02%

Mutual Advisors, LLC

2.90K

Mar 31, 26

-181

0.02%

Tyche Wealth Partners LLC

2.80K

Mar 31, 26

0.02%

Parkside Financial Bank & Trust

2.46K

Mar 31, 26

0.02%

NBC SECURITIES, INC.

2.17K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

2.00K

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

1.68K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.39K

Mar 31, 26

0.01%

Root Financial Partners, LLC

1.02K

Mar 31, 26

-96

0.01%

Larson Financial Group LLC

1.02K

Mar 31, 26

+1.02K

0.01%

Allworth Financial LP

1.00K

Mar 31, 26

-120

0.01%

879

Mar 31, 26

0.01%

Midwest Capital Advisors, LLC

858

Mar 31, 26

0.01%

Coastal Investment Advisors, Inc.

750

Mar 31, 26

+750

0.01%

Advisory Services Network, LLC

623

Mar 31, 26

+623

0.00%

BANK OF MONTREAL /CAN/

600

Mar 31, 26

0.00%

CITIGROUP INC

530

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

507

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

505

Mar 31, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

452

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

362

Mar 31, 26

-1.53K

0.00%

KM Capital Management Ltd.

254

Mar 31, 26

+254

0.00%

QUADRANT CAPITAL GROUP LLC

200

Mar 31, 26

0.00%

Anchor Investment Management, LLC

192

Mar 31, 26

+192

0.00%

AE Wealth Management LLC

156

Mar 31, 26

-1.19K

0.00%

GAMMA Investing LLC

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

+50

0.00%

Vanguard National Trust Co

Mar 31, 26

0.00%

HRT FINANCIAL LP

Mar 31, 26

-2.72K

MY Wealth Management Inc.

Mar 31, 26

-128.86K

Salomon & Ludwin, LLC

Mar 31, 26

-1.02K

CFS Investment Advisory Services, LLC

Mar 31, 26

-11.91K

CENTRAL TRUST Co

Mar 31, 26

-5

STEPHENS INC /AR/

Mar 31, 26

-45.06K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.30K

Capital Asset Advisory Services LLC

Mar 31, 26

-4.30K

IHT Wealth Management, LLC

Mar 31, 26

-2.96K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-704

Financial Services Advisory Inc

Mar 31, 26

-21.41K

Foundations Investment Advisors, LLC

Mar 31, 26

-2.98K

Cyndeo Wealth Partners, LLC

Mar 31, 26

-3.41K

COMERICA BANK

10.15K

Dec 31, 25

-276

0.07%

Stark Wealth Management LLC

4.35K

Dec 31, 25

0.03%

CIBC Private Wealth Group, LLC

777

Dec 31, 25

0.01%

TRUST CO OF VERMONT

692

Dec 31, 25

0.00%

Motiv8 Investments LLC

439

Dec 31, 25

+439

0.00%

Global Retirement Partners, LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-8.38K

Gimbal Financial

37.34K

Sep 30, 25

-1.13K

0.25%

NAPA WEALTH MANAGEMENT

25.96K

Sep 30, 25

-52

0.17%

Lion Street Advisors, LLC

6.02K

Sep 30, 25

+944

0.04%

New Century Financial Group, LLC

3.45K

Sep 30, 25

0.02%

Financial Advocates Investment Management

Sep 30, 25

-3.99K

EWG Elevate Inc.

Sep 30, 25

-9.93K

AVANTAX ADVISORY SERVICES, INC.

270.92K

Jun 30, 25

+71.96K

1.81%

Atria Wealth Solutions, Inc.

107.64K

Jun 30, 25

-22.04K

0.72%

Orion Portfolio Solutions, LLC

11.19K

Mar 31, 25

+450

0.07%

Kiely Wealth Advisory Group, Inc.

Dec 31, 24

-921

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-5.59K

Raymond James Financial Services Advisors, Inc.

477.82K

Sep 30, 24

+15.94K

3.20%

RAYMOND JAMES & ASSOCIATES

293.57K

Sep 30, 24

-790

1.97%

RAYMOND JAMES TRUST N.A.

7.66K

Sep 30, 24

-7.37K

0.05%

American Planning Services, Inc.

4.16K

Sep 30, 24

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.41K

Jun 30, 24

-618

0.02%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.25K

Cetera Advisors LLC

200.28K

Mar 31, 24

+62.14K

1.34%

Cetera Advisor Networks LLC

131.67K

Mar 31, 24

+90.67K

0.88%

TITLEIST ASSET MANAGEMENT, LTD.

74.36K

Dec 31, 22

+74.36K

0.50%

American Portfolios Advisors

8.45K

Sep 30, 22

-936

0.06%

Strategic Asset Management, LLC

2.97K

Sep 30, 22

+141

0.02%

MUFG Americas Holdings Corp

542

Sep 30, 22

0.00%

Titus Wealth Management

13.46K

Jun 30, 22

0.09%

NEXT Financial Group, Inc

10.36K

Dec 31, 21

+2.14K

0.07%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

4.99K

Sep 30, 21

0.03%

Winslow, Evans & Crocker, Inc.

8.18K

Dec 31, 20

-958

0.05%

Advisor Group, Inc.

120.67K

Dec 31, 19

+7.79K

0.81%

LADENBURG THALMANN FINANCIAL SERVICES INC.

74.47K

Dec 31, 19

+5.04K

0.50%

BB&T SECURITIES, LLC

21.14K

Sep 30, 19

+779

0.14%

TRUST DEPARTMENT MB FINANCIAL BANK N A

1.50K

Mar 31, 19

+1.50K

0.01%

NEXT Financial Holdings

500

Mar 31, 19

+500

0.00%