Pacer Trendpilot 100 ETF(PTNQ)

$86.13—Stale · unknown old

Chart

Pacer Trendpilot 100 ETF(PTNQ)

NASDAQ • Last print unknown ago

$86.13—Stale · unknown old

Chart Studio

PTNQ(PTNQ)

PTNQ

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

Institutional Ownership

Top 218 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.33M	Jun 30, 26	-104.43K	8.48%
RAYMOND JAMES FINANCIAL INC	1.01M	Jun 30, 26	+176.77K	6.44%
BANK OF AMERICA CORP /DE/	882.45K	Jun 30, 26	-56.70K	5.62%
MORGAN STANLEY	881.72K	Jun 30, 26	+14.16K	5.62%
WELLS FARGO & COMPANY/MN	505.10K	Jun 30, 26	-55.50K	3.22%
Cetera Investment Advisers	448.55K	Jun 30, 26	-200.02K	2.86%
Cambridge Investment Research Advisors, Inc.	422.01K	Jun 30, 26	-11.05K	2.69%
One Capital Management, LLC	266.94K	Jun 30, 26	--	1.70%
UBS Group AG	212.25K	Jun 30, 26	-23.82K	1.35%
Geneos Wealth Management Inc.	190.23K	Jun 30, 26	+25.09K	1.21%
NewEdge Advisors, LLC	158.70K	Jun 30, 26	+4.98K	1.01%
ADVISOR GROUP HOLDINGS, INC.	150.03K	Jun 30, 26	+10.28K	0.96%
ROYAL BANK OF CANADA	148.60K	Jun 30, 26	-12.05K	0.95%
Pacer Advisors, Inc.	145.42K	Jun 30, 26	+8.41K	0.93%
Rockefeller Capital Management L.P.	130.52K	Jun 30, 26	-8.73K	0.83%
Steward Partners Investment Advisory, LLC	129.22K	Jun 30, 26	-7.42K	0.82%
MY Wealth Management Inc.	123.97K	Jun 30, 26	+123.97K	0.79%
LEVEL FOUR ADVISORY SERVICES, LLC	117.18K	Jun 30, 26	+1.92K	0.75%
Bullock Wealth Management Group	99.59K	Jun 30, 26	+99.59K	0.63%
COMMONWEALTH EQUITY SERVICES, LLC	91.21K	Jun 30, 26	-6.94K	0.58%
ENVESTNET ASSET MANAGEMENT INC	66.98K	Jun 30, 26	-10.90K	0.43%
Kestra Advisory Services, LLC	65.94K	Jun 30, 26	-3.69K	0.42%
MBL Wealth, LLC	63.89K	Jun 30, 26	-2.00K	0.41%
STIFEL FINANCIAL CORP	58.88K	Jun 30, 26	-21.00K	0.38%
Aft, Forsyth & Sober, LLC	56.63K	Jun 30, 26	--	0.36%
Prospera Financial Services Inc	56.45K	Jun 30, 26	+4.62K	0.36%
Private Advisor Group, LLC	53.63K	Jun 30, 26	+1.87K	0.34%
ODonnell Financial Services, LLC	45.51K	Jun 30, 26	-2.52K	0.29%
Western Wealth Management, LLC	43.25K	Jun 30, 26	-1.32K	0.28%
Vienna Asset Management LLC	41.56K	Jun 30, 26	-8.25K	0.26%
MONECO Advisors, LLC	40.87K	Jun 30, 26	-1.20K	0.26%
CREATIVE FINANCIAL DESIGNS INC /ADV	40.08K	Jun 30, 26	-145.19K	0.26%
Janney Montgomery Scott LLC	39.81K	Jun 30, 26	+731	0.25%
Sanctuary Advisors, LLC	37.53K	Jun 30, 26	+1.05K	0.24%
Empirical Finance, LLC	37.48K	Jun 30, 26	-9.87K	0.24%
Bryn Mawr Capital Management, LLC	37.17K	Jun 30, 26	-342	0.24%
CITADEL ADVISORS LLC	36.58K	Jun 30, 26	+21.25K	0.23%
FINANCIAL MANAGEMENT NETWORK INC	33.87K	Jun 30, 26	+666	0.22%
MML INVESTORS SERVICES, LLC	33.38K	Jun 30, 26	+445	0.21%
Concurrent Investment Advisors, LLC	28.93K	Jun 30, 26	+193	0.18%
Dedeker Financial LLC	26.98K	Jun 30, 26	-1.22K	0.17%
Proactive Wealth Strategies LLC	23.75K	Jun 30, 26	--	0.15%
TRUIST FINANCIAL CORP	21.30K	Jun 30, 26	-528	0.14%
Stratos Wealth Partners, LTD.	19.61K	Jun 30, 26	-288	0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.33K	Jun 30, 26	+4.40K	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	17.68K	Jun 30, 26	+5.59K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.31K	Jun 30, 26	-39.37K	0.11%
JBR Co Financial Management Inc	16.70K	Jun 30, 26	-3.72K	0.11%
MATHER GROUP, LLC.	16.52K	Jun 30, 26	-930	0.11%
HARBOUR INVESTMENTS, INC.	15.97K	Jun 30, 26	-77	0.10%
J.W. COLE ADVISORS, INC.	15.47K	Jun 30, 26	-10	0.10%
OPPENHEIMER & CO INC	13.65K	Jun 30, 26	-976	0.09%
UNIQUE WEALTH, LLC	12.91K	Jun 30, 26	+9.87K	0.08%
Arkadios Wealth Advisors	12.49K	Jun 30, 26	--	0.08%
Equitable Holdings, Inc.	12.47K	Jun 30, 26	-3.28K	0.08%
Southland Equity Partners LLC	12.09K	Jun 30, 26	-25	0.08%
HRT FINANCIAL LP	12.06K	Jun 30, 26	+12.06K	0.08%
Clear Creek Financial Management, LLC	11.97K	Jun 30, 26	+25	0.08%
Advisor Resource Council	11.13K	Jun 30, 26	-24	0.07%
Sigma Planning Corp	11.11K	Jun 30, 26	-1.11K	0.07%
AMERIPRISE FINANCIAL INC	10.45K	Jun 30, 26	-2.13K	0.07%
Strategic Blueprint, LLC	10.37K	Jun 30, 26	+892	0.07%
HighTower Advisors, LLC	10.11K	Jun 30, 26	-96.47K	0.06%
Oder Investment Management, LLC	9.99K	Jun 30, 26	--	0.06%
Regatta Research & Money Management	9.88K	Jun 30, 26	+9.88K	0.06%
TCFG Investment Advisors, LLC	9.79K	Jun 30, 26	-90	0.06%
XML Financial, LLC	9.69K	Jun 30, 26	-110	0.06%
FIFTH THIRD BANCORP	9.67K	Jun 30, 26	-487	0.06%
Confluence Wealth Services, Inc.	9.54K	Jun 30, 26	+1.30K	0.06%
Alchemi Wealth, LLC	9.35K	Jun 30, 26	-75	0.06%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.35K	Jun 30, 26	-1.02K	0.06%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.31K	Jun 30, 26	--	0.06%
Tortuga Wealth Management, Inc	8.87K	Jun 30, 26	--	0.06%
Gimbal Financial	8.57K	Jun 30, 26	+8.57K	0.05%
JONES FINANCIAL COMPANIES LLLP	8.57K	Jun 30, 26	+8.52K	0.05%
HighPoint Advisor Group LLC	8.45K	Jun 30, 26	--	0.05%
Camarda Financial Advisors, LLC	8.25K	Jun 30, 26	+440	0.05%
JANE STREET GROUP, LLC	7.53K	Jun 30, 26	+2.72K	0.05%
Retirement Planning Group	7.28K	Jun 30, 26	-557	0.05%
Stratos Wealth Advisors, LLC	7.28K	Jun 30, 26	+294	0.05%
Legacy Trust	6.68K	Jun 30, 26	--	0.04%
IFP Advisors, Inc	6.52K	Jun 30, 26	-200	0.04%
Hilltop Holdings Inc.	6.40K	Jun 30, 26	--	0.04%
Family Office Research LLC	6.31K	Jun 30, 26	-49	0.04%
SILVER OAK SECURITIES, INCORPORATED	6.21K	Jun 30, 26	+35	0.04%
FOCUSED ALPHA, LLC	6.17K	Jun 30, 26	--	0.04%
PRIVATE TRUST CO NA	6.08K	Jun 30, 26	--	0.04%
Ameritas Advisory Services, LLC	6.05K	Jun 30, 26	+2.12K	0.04%
XCELSIOR ADVISOR PARTNERS LLC	5.97K	Jun 30, 26	--	0.04%
Gaddis Premier Wealth Advisors LLC	5.71K	Jun 30, 26	-76	0.04%
Belpointe Asset Management LLC	5.42K	Jun 30, 26	-85	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	5.39K	Jun 30, 26	-152	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	5.34K	Jun 30, 26	+642	0.03%
Sequoia Financial Advisors, LLC	5.13K	Jun 30, 26	--	0.03%
ASSETMARK, INC	5.00K	Jun 30, 26	+922	0.03%
Signature Equity Partners, LLC	4.97K	Jun 30, 26	-55	0.03%
Bank of New York Mellon Corp	4.93K	Jun 30, 26	-80	0.03%
Clark Asset Management, LLC	4.48K	Jun 30, 26	--	0.03%
INSIGNEO ADVISORY SERVICES, LLC	4.26K	Jun 30, 26	--	0.03%
MONEY CONCEPTS CAPITAL CORP	4.20K	Jun 30, 26	+176	0.03%
Colony Group, LLC	3.93K	Jun 30, 26	--	0.03%
FMR LLC	3.89K	Jun 30, 26	+66	0.02%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	3.83K	Jun 30, 26	-332	0.02%
Aptus Capital Advisors, LLC	3.82K	Jun 30, 26	--	0.02%
Clarus Group, Inc.	3.82K	Jun 30, 26	--	0.02%
NFP Retirement, Inc.	3.79K	Jun 30, 26	+62	0.02%
HBW Advisory Services LLC	3.75K	Jun 30, 26	-186	0.02%
CreativeOne Wealth, LLC	3.74K	Jun 30, 26	-207	0.02%
BANK OF MONTREAL /CAN/	3.67K	Jun 30, 26	+3.06K	0.02%
Buckingham Strategic Partners	3.59K	Jun 30, 26	+220	0.02%
SWS Partners	3.52K	Jun 30, 26	--	0.02%
JPMORGAN CHASE & CO	3.39K	Jun 30, 26	-59	0.02%
Baird Financial Group, Inc.	3.36K	Jun 30, 26	--	0.02%
Mascagni Wealth Management, Inc.	3.27K	Jun 30, 26	-138	0.02%
AMERIFLEX GROUP, INC.	3.21K	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	3.21K	Jun 30, 26	+3.21K	0.02%
Stegent Equity Advisors, Inc.	3.20K	Jun 30, 26	--	0.02%
CALTON & ASSOCIATES, INC.	3.17K	Jun 30, 26	-2.09K	0.02%
Jacobi Capital Management LLC	3.04K	Jun 30, 26	--	0.02%
Mutual Advisors, LLC	2.98K	Jun 30, 26	+85	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	2.93K	Jun 30, 26	--	0.02%
QRG CAPITAL MANAGEMENT, INC.	2.86K	Jun 30, 26	+2.86K	0.02%
Tyche Wealth Partners LLC	2.80K	Jun 30, 26	--	0.02%
Hegarty Advisors, LLC	2.73K	Jun 30, 26	+2.73K	0.02%
IHT Wealth Management, LLC	2.69K	Jun 30, 26	+2.69K	0.02%
PURSUIT WEALTH STRATEGIES, LLC	2.61K	Jun 30, 26	-68	0.02%
Cyndeo Wealth Partners, LLC	2.51K	Jun 30, 26	+2.51K	0.02%
Argent Trust Co	2.48K	Jun 30, 26	+2.48K	0.02%
FLOW TRADERS U.S. LLC	2.36K	Jun 30, 26	-24.95K	0.02%
Foundations Investment Advisors, LLC	2.35K	Jun 30, 26	+2.35K	0.01%
Pinnacle Financial Partners, Inc.	2.33K	Jun 30, 26	+2.33K	0.01%
NORTHERN TRUST CORP	2.32K	Jun 30, 26	+2.32K	0.01%
NBC SECURITIES, INC.	2.17K	Jun 30, 26	--	0.01%
HUNTINGTON NATIONAL BANK	2.00K	Jun 30, 26	+2.00K	0.01%
Keating Financial Advisory Services, Inc.	1.76K	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.68K	Jun 30, 26	--	0.01%
Silver Grove Financial Group, Inc.	1.40K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	1.40K	Jun 30, 26	+1.40K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.39K	Jun 30, 26	--	0.01%
Noble Wealth Management PBC	1.20K	Jun 30, 26	-200	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.07K	Jun 30, 26	+1.07K	0.01%
Continuum Advisory, LLC	1.06K	Jun 30, 26	+1.06K	0.01%
AE Wealth Management LLC	1.06K	Jun 30, 26	+900	0.01%
Larson Financial Group LLC	999	Jun 30, 26	-25	0.01%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	927	Jun 30, 26	--	0.01%
Register Financial Advisors LLC	879	Jun 30, 26	--	0.01%
Midwest Capital Advisors, LLC	858	Jun 30, 26	--	0.01%
TRUST CO OF VERMONT	692	Jun 30, 26	+692	0.00%
Farther Finance Advisors, LLC	686	Jun 30, 26	+179	0.00%
Allworth Financial LP	667	Jun 30, 26	-336	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	607	Jun 30, 26	+607	0.00%
Mowery & Schoenfeld Wealth Management, LLC	600	Jun 30, 26	+600	0.00%
CoreCap Advisors, LLC	599	Jun 30, 26	--	0.00%
CITIGROUP INC	530	Jun 30, 26	--	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	452	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	237	Jun 30, 26	-268	0.00%
Balentine LLC	168	Jun 30, 26	+168	0.00%
GAMMA Investing LLC	80	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	14	Jun 30, 26	+14	0.00%
Vanguard National Trust Co	1	Jun 30, 26	--	0.00%
IFS Group,LLC	--	Jun 30, 26	-8.00K	--
MAI Capital Management	--	Jun 30, 26	-58	--
Sensible Money, LLC	--	Jun 30, 26	-3.00K	--
KEYBANK NATIONAL ASSOCIATION/OH	--	Jun 30, 26	-4.08K	--
KM Capital Management Ltd.	--	Jun 30, 26	-254	--
Nova Wealth Management, Inc.	--	Jun 30, 26	-362	--
Coastal Investment Advisors, Inc.	--	Jun 30, 26	-750	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-67.99K	--
PFG Advisors	--	Jun 30, 26	-17.68K	--
Asset Dedication, LLC	--	Jun 30, 26	-3.00K	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-36.76K	--
Advisory Services Network, LLC	--	Jun 30, 26	-623	--
Belvedere Trading LLC	--	Jun 30, 26	-20.33K	--
Mariner, LLC	--	Jun 30, 26	-4.96K	--
Independent Advisor Alliance	--	Jun 30, 26	-9.14K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.02K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-200	--
CWM, LLC	20.14K	Mar 31, 26	-1.90K	0.13%
TCFG WEALTH MANAGEMENT, LLC	9.88K	Mar 31, 26	-596	0.06%
Parkside Financial Bank & Trust	2.46K	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	2.00K	Mar 31, 26	--	0.01%
Anchor Investment Management, LLC	192	Mar 31, 26	+192	0.00%
COMERICA BANK	10.15K	Dec 31, 25	-276	0.06%
Stark Wealth Management LLC	4.35K	Dec 31, 25	--	0.03%
CIBC Private Wealth Group, LLC	777	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	439	Dec 31, 25	+439	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-8.38K	--
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%
EWG Elevate Inc.	--	Sep 30, 25	-9.93K	--
Financial Advocates Investment Management	--	Sep 30, 25	-3.99K	--
AVANTAX ADVISORY SERVICES, INC.	270.92K	Jun 30, 25	+71.96K	1.73%
Atria Wealth Solutions, Inc.	107.64K	Jun 30, 25	-22.04K	0.69%
Orion Portfolio Solutions, LLC	11.19K	Mar 31, 25	+450	0.07%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-5.59K	--
Kiely Wealth Advisory Group, Inc.	--	Dec 31, 24	-921	--
Raymond James Financial Services Advisors, Inc.	477.82K	Sep 30, 24	+15.94K	3.05%
RAYMOND JAMES & ASSOCIATES	293.57K	Sep 30, 24	-790	1.87%
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	1.28%
Cetera Advisor Networks LLC	131.67K	Mar 31, 24	+90.67K	0.84%
TITLEIST ASSET MANAGEMENT, LTD.	74.36K	Dec 31, 22	+74.36K	0.47%
American Portfolios Advisors	8.45K	Sep 30, 22	-936	0.05%
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	0.77%
LADENBURG THALMANN FINANCIAL SERVICES INC.	74.47K	Dec 31, 19	+5.04K	0.47%
BB&T SECURITIES, LLC	21.14K	Sep 30, 19	+779	0.13%
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%

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

1.33M

Jun 30, 26

-104.43K

8.48%

RAYMOND JAMES FINANCIAL INC

1.01M

Jun 30, 26

+176.77K

6.44%

BANK OF AMERICA CORP /DE/

882.45K

Jun 30, 26

-56.70K

5.62%

MORGAN STANLEY

881.72K

Jun 30, 26

+14.16K

5.62%

WELLS FARGO & COMPANY/MN

505.10K

Jun 30, 26

-55.50K

3.22%

Cetera Investment Advisers

448.55K

Jun 30, 26

-200.02K

2.86%

Cambridge Investment Research Advisors, Inc.

422.01K

Jun 30, 26

-11.05K

2.69%

One Capital Management, LLC

266.94K

Jun 30, 26

1.70%

UBS Group AG

212.25K

Jun 30, 26

-23.82K

1.35%

Geneos Wealth Management Inc.

190.23K

Jun 30, 26

+25.09K

1.21%

NewEdge Advisors, LLC

158.70K

Jun 30, 26

+4.98K

1.01%

ADVISOR GROUP HOLDINGS, INC.

150.03K

Jun 30, 26

+10.28K

0.96%

ROYAL BANK OF CANADA

148.60K

Jun 30, 26

-12.05K

0.95%

Pacer Advisors, Inc.

145.42K

Jun 30, 26

+8.41K

0.93%

Rockefeller Capital Management L.P.

130.52K

Jun 30, 26

-8.73K

0.83%

Steward Partners Investment Advisory, LLC

129.22K

Jun 30, 26

-7.42K

0.82%

MY Wealth Management Inc.

123.97K

Jun 30, 26

+123.97K

0.79%

LEVEL FOUR ADVISORY SERVICES, LLC

117.18K

Jun 30, 26

+1.92K

0.75%

Bullock Wealth Management Group

99.59K

Jun 30, 26

+99.59K

0.63%

COMMONWEALTH EQUITY SERVICES, LLC

91.21K

Jun 30, 26

-6.94K

0.58%

ENVESTNET ASSET MANAGEMENT INC

66.98K

Jun 30, 26

-10.90K

0.43%

Kestra Advisory Services, LLC

65.94K

Jun 30, 26

-3.69K

0.42%

MBL Wealth, LLC

63.89K

Jun 30, 26

-2.00K

0.41%

STIFEL FINANCIAL CORP

58.88K

Jun 30, 26

-21.00K

0.38%

Aft, Forsyth & Sober, LLC

56.63K

Jun 30, 26

0.36%

Prospera Financial Services Inc

56.45K

Jun 30, 26

+4.62K

0.36%

Private Advisor Group, LLC

53.63K

Jun 30, 26

+1.87K

0.34%

ODonnell Financial Services, LLC

45.51K

Jun 30, 26

-2.52K

0.29%

Western Wealth Management, LLC

43.25K

Jun 30, 26

-1.32K

0.28%

Vienna Asset Management LLC

41.56K

Jun 30, 26

-8.25K

0.26%

MONECO Advisors, LLC

40.87K

Jun 30, 26

-1.20K

0.26%

CREATIVE FINANCIAL DESIGNS INC /ADV

40.08K

Jun 30, 26

-145.19K

0.26%

Janney Montgomery Scott LLC

39.81K

Jun 30, 26

+731

0.25%

Sanctuary Advisors, LLC

37.53K

Jun 30, 26

+1.05K

0.24%

Empirical Finance, LLC

37.48K

Jun 30, 26

-9.87K

0.24%

Bryn Mawr Capital Management, LLC

37.17K

Jun 30, 26

-342

0.24%

CITADEL ADVISORS LLC

36.58K

Jun 30, 26

+21.25K

0.23%

FINANCIAL MANAGEMENT NETWORK INC

33.87K

Jun 30, 26

+666

0.22%

MML INVESTORS SERVICES, LLC

33.38K

Jun 30, 26

+445

0.21%

Concurrent Investment Advisors, LLC

28.93K

Jun 30, 26

+193

0.18%

Dedeker Financial LLC

26.98K

Jun 30, 26

-1.22K

0.17%

Proactive Wealth Strategies LLC

23.75K

Jun 30, 26

0.15%

TRUIST FINANCIAL CORP

21.30K

Jun 30, 26

-528

0.14%

Stratos Wealth Partners, LTD.

19.61K

Jun 30, 26

-288

0.13%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.33K

Jun 30, 26

+4.40K

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

17.68K

Jun 30, 26

+5.59K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.31K

Jun 30, 26

-39.37K

0.11%

JBR Co Financial Management Inc

16.70K

Jun 30, 26

-3.72K

0.11%

MATHER GROUP, LLC.

16.52K

Jun 30, 26

-930

0.11%

HARBOUR INVESTMENTS, INC.

15.97K

Jun 30, 26

-77

0.10%

J.W. COLE ADVISORS, INC.

15.47K

Jun 30, 26

-10

0.10%

OPPENHEIMER & CO INC

13.65K

Jun 30, 26

-976

0.09%

UNIQUE WEALTH, LLC

12.91K

Jun 30, 26

+9.87K

0.08%

Arkadios Wealth Advisors

12.49K

Jun 30, 26

0.08%

Equitable Holdings, Inc.

12.47K

Jun 30, 26

-3.28K

0.08%

Southland Equity Partners LLC

12.09K

Jun 30, 26

-25

0.08%

HRT FINANCIAL LP

12.06K

Jun 30, 26

+12.06K

0.08%

Clear Creek Financial Management, LLC

11.97K

Jun 30, 26

+25

0.08%

Advisor Resource Council

11.13K

Jun 30, 26

-24

0.07%

Sigma Planning Corp

11.11K

Jun 30, 26

-1.11K

0.07%

AMERIPRISE FINANCIAL INC

10.45K

Jun 30, 26

-2.13K

0.07%

Strategic Blueprint, LLC

10.37K

Jun 30, 26

+892

0.07%

HighTower Advisors, LLC

10.11K

Jun 30, 26

-96.47K

0.06%

Oder Investment Management, LLC

9.99K

Jun 30, 26

0.06%

Regatta Research & Money Management

9.88K

Jun 30, 26

+9.88K

0.06%

TCFG Investment Advisors, LLC

9.79K

Jun 30, 26

-90

0.06%

XML Financial, LLC

9.69K

Jun 30, 26

-110

0.06%

FIFTH THIRD BANCORP

9.67K

Jun 30, 26

-487

0.06%

Confluence Wealth Services, Inc.

9.54K

Jun 30, 26

+1.30K

0.06%

Alchemi Wealth, LLC

9.35K

Jun 30, 26

-75

0.06%

KESTRA PRIVATE WEALTH SERVICES, LLC

9.35K

Jun 30, 26

-1.02K

0.06%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.31K

Jun 30, 26

0.06%

Tortuga Wealth Management, Inc

8.87K

Jun 30, 26

0.06%

Gimbal Financial

8.57K

Jun 30, 26

+8.57K

0.05%

JONES FINANCIAL COMPANIES LLLP

8.57K

Jun 30, 26

+8.52K

0.05%

HighPoint Advisor Group LLC

8.45K

Jun 30, 26

0.05%

Camarda Financial Advisors, LLC

8.25K

Jun 30, 26

+440

0.05%

JANE STREET GROUP, LLC

7.53K

Jun 30, 26

+2.72K

0.05%

Retirement Planning Group

7.28K

Jun 30, 26

-557

0.05%

Stratos Wealth Advisors, LLC

7.28K

Jun 30, 26

+294

0.05%

Legacy Trust

6.68K

Jun 30, 26

0.04%

IFP Advisors, Inc

6.52K

Jun 30, 26

-200

0.04%

Hilltop Holdings Inc.

6.40K

Jun 30, 26

0.04%

Family Office Research LLC

6.31K

Jun 30, 26

-49

0.04%

SILVER OAK SECURITIES, INCORPORATED

6.21K

Jun 30, 26

+35

0.04%

FOCUSED ALPHA, LLC

6.17K

Jun 30, 26

0.04%

PRIVATE TRUST CO NA

6.08K

Jun 30, 26

0.04%

Ameritas Advisory Services, LLC

6.05K

Jun 30, 26

+2.12K

0.04%

XCELSIOR ADVISOR PARTNERS LLC

5.97K

Jun 30, 26

0.04%

Gaddis Premier Wealth Advisors LLC

5.71K

Jun 30, 26

-76

0.04%

Belpointe Asset Management LLC

5.42K

Jun 30, 26

-85

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

5.39K

Jun 30, 26

-152

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.34K

Jun 30, 26

+642

0.03%

Sequoia Financial Advisors, LLC

5.13K

Jun 30, 26

0.03%

ASSETMARK, INC

5.00K

Jun 30, 26

+922

0.03%

Signature Equity Partners, LLC

4.97K

Jun 30, 26

-55

0.03%

Bank of New York Mellon Corp

4.93K

Jun 30, 26

-80

0.03%

Clark Asset Management, LLC

4.48K

Jun 30, 26

0.03%

INSIGNEO ADVISORY SERVICES, LLC

4.26K

Jun 30, 26

0.03%

MONEY CONCEPTS CAPITAL CORP

4.20K

Jun 30, 26

+176

0.03%

Colony Group, LLC

3.93K

Jun 30, 26

0.03%

FMR LLC

3.89K

Jun 30, 26

+66

0.02%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

3.83K

Jun 30, 26

-332

0.02%

Aptus Capital Advisors, LLC

3.82K

Jun 30, 26

0.02%

Clarus Group, Inc.

3.82K

Jun 30, 26

0.02%

NFP Retirement, Inc.

3.79K

Jun 30, 26

+62

0.02%

HBW Advisory Services LLC

3.75K

Jun 30, 26

-186

0.02%

CreativeOne Wealth, LLC

3.74K

Jun 30, 26

-207

0.02%

BANK OF MONTREAL /CAN/

3.67K

Jun 30, 26

+3.06K

0.02%

Buckingham Strategic Partners

3.59K

Jun 30, 26

+220

0.02%

SWS Partners

3.52K

Jun 30, 26

0.02%

JPMORGAN CHASE & CO

3.39K

Jun 30, 26

-59

0.02%

Baird Financial Group, Inc.

3.36K

Jun 30, 26

0.02%

Mascagni Wealth Management, Inc.

3.27K

Jun 30, 26

-138

0.02%

AMERIFLEX GROUP, INC.

3.21K

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

3.21K

Jun 30, 26

+3.21K

0.02%

Stegent Equity Advisors, Inc.

3.20K

Jun 30, 26

0.02%

CALTON & ASSOCIATES, INC.

3.17K

Jun 30, 26

-2.09K

0.02%

Jacobi Capital Management LLC

3.04K

Jun 30, 26

0.02%

Mutual Advisors, LLC

2.98K

Jun 30, 26

+85

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

2.93K

Jun 30, 26

0.02%

QRG CAPITAL MANAGEMENT, INC.

2.86K

Jun 30, 26

+2.86K

0.02%

Tyche Wealth Partners LLC

2.80K

Jun 30, 26

0.02%

Hegarty Advisors, LLC

2.73K

Jun 30, 26

+2.73K

0.02%

IHT Wealth Management, LLC

2.69K

Jun 30, 26

+2.69K

0.02%

PURSUIT WEALTH STRATEGIES, LLC

2.61K

Jun 30, 26

-68

0.02%

Cyndeo Wealth Partners, LLC

2.51K

Jun 30, 26

+2.51K

0.02%

Argent Trust Co

2.48K

Jun 30, 26

+2.48K

0.02%

FLOW TRADERS U.S. LLC

2.36K

Jun 30, 26

-24.95K

0.02%

Foundations Investment Advisors, LLC

2.35K

Jun 30, 26

+2.35K

0.01%

Pinnacle Financial Partners, Inc.

2.33K

Jun 30, 26

+2.33K

0.01%

NORTHERN TRUST CORP

2.32K

Jun 30, 26

+2.32K

0.01%

NBC SECURITIES, INC.

2.17K

Jun 30, 26

0.01%

HUNTINGTON NATIONAL BANK

2.00K

Jun 30, 26

+2.00K

0.01%

Keating Financial Advisory Services, Inc.

1.76K

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

1.68K

Jun 30, 26

0.01%

Silver Grove Financial Group, Inc.

1.40K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

1.40K

Jun 30, 26

+1.40K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.39K

Jun 30, 26

0.01%

Noble Wealth Management PBC

1.20K

Jun 30, 26

-200

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.07K

Jun 30, 26

+1.07K

0.01%

Continuum Advisory, LLC

1.06K

Jun 30, 26

+1.06K

0.01%

AE Wealth Management LLC

1.06K

Jun 30, 26

+900

0.01%

Larson Financial Group LLC

999

Jun 30, 26

-25

0.01%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

927

Jun 30, 26

0.01%

879

Jun 30, 26

0.01%

Midwest Capital Advisors, LLC

858

Jun 30, 26

0.01%

TRUST CO OF VERMONT

692

Jun 30, 26

+692

0.00%

Farther Finance Advisors, LLC

686

Jun 30, 26

+179

0.00%

Allworth Financial LP

667

Jun 30, 26

-336

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

607

Jun 30, 26

+607

0.00%

Mowery & Schoenfeld Wealth Management, LLC

600

Jun 30, 26

+600

0.00%

CoreCap Advisors, LLC

599

Jun 30, 26

0.00%

CITIGROUP INC

530

Jun 30, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

452

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

237

Jun 30, 26

-268

0.00%

Balentine LLC

168

Jun 30, 26

+168

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+14

0.00%

Vanguard National Trust Co

Jun 30, 26

0.00%

IFS Group,LLC

Jun 30, 26

-8.00K

MAI Capital Management

Jun 30, 26

-58

Sensible Money, LLC

Jun 30, 26

-3.00K

KEYBANK NATIONAL ASSOCIATION/OH

Jun 30, 26

-4.08K

KM Capital Management Ltd.

Jun 30, 26

-254

Nova Wealth Management, Inc.

Jun 30, 26

-362

Coastal Investment Advisors, Inc.

Jun 30, 26

-750

Brinker Capital Investments, LLC

Jun 30, 26

-67.99K

PFG Advisors

Jun 30, 26

-17.68K

Asset Dedication, LLC

Jun 30, 26

-3.00K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-36.76K

Advisory Services Network, LLC

Jun 30, 26

-623

Belvedere Trading LLC

Jun 30, 26

-20.33K

Mariner, LLC

Jun 30, 26

-4.96K

Independent Advisor Alliance

Jun 30, 26

-9.14K

Root Financial Partners, LLC

Jun 30, 26

-1.02K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-200

CWM, LLC

20.14K

Mar 31, 26

-1.90K

0.13%

TCFG WEALTH MANAGEMENT, LLC

9.88K

Mar 31, 26

-596

0.06%

Parkside Financial Bank & Trust

2.46K

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

2.00K

Mar 31, 26

0.01%

Anchor Investment Management, LLC

192

Mar 31, 26

+192

0.00%

COMERICA BANK

10.15K

Dec 31, 25

-276

0.06%

Stark Wealth Management LLC

4.35K

Dec 31, 25

0.03%

CIBC Private Wealth Group, LLC

777

Dec 31, 25

0.00%

Motiv8 Investments LLC

439

Dec 31, 25

+439

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-8.38K

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%

EWG Elevate Inc.

Sep 30, 25

-9.93K

Financial Advocates Investment Management

Sep 30, 25

-3.99K

AVANTAX ADVISORY SERVICES, INC.

270.92K

Jun 30, 25

+71.96K

1.73%

Atria Wealth Solutions, Inc.

107.64K

Jun 30, 25

-22.04K

0.69%

Orion Portfolio Solutions, LLC

11.19K

Mar 31, 25

+450

0.07%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-5.59K

Kiely Wealth Advisory Group, Inc.

Dec 31, 24

-921

Raymond James Financial Services Advisors, Inc.

477.82K

Sep 30, 24

+15.94K

3.05%

RAYMOND JAMES & ASSOCIATES

293.57K

Sep 30, 24

-790

1.87%

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

1.28%

Cetera Advisor Networks LLC

131.67K

Mar 31, 24

+90.67K

0.84%

TITLEIST ASSET MANAGEMENT, LTD.

74.36K

Dec 31, 22

+74.36K

0.47%

American Portfolios Advisors

8.45K

Sep 30, 22

-936

0.05%

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

0.77%

LADENBURG THALMANN FINANCIAL SERVICES INC.

74.47K

Dec 31, 19

+5.04K

0.47%

BB&T SECURITIES, LLC

21.14K

Sep 30, 19

+779

0.13%

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%