PACER FDS TR
CUSIP 69374H436
Pacer Fds Tr has 192 institutional holders in Filings Flow’s 13F database, together reporting 22.46M shares worth $867M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
192
Q1 2026
Reported Value
$867M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Advisory Resource Group$581M AUM | 6.75% | $39M | 977.6K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 5.99% | $6M | 169.6K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 4.77% | $5M | 133.5K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 3.80% | $4M | 99.4K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 3.12% | $5M | 125.8K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 2.53% | $4M | 104.6K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 2.40% | $5M | 124.7K | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 2.28% | $4M | 88.5K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 2.21% | $4M | 96.9K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 2.04% | $3M | 85.4K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 1.51% | $2M | 54.9K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 1.30% | $1M | 32.4K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 1.26% | $3M | 67.5K | Q3 2025OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.16% | $5M | 127.5K | Q1 2026OLDER |
| Guardian Financial Partners, LLC$237M AUM | 1.09% | $3M | 64.1K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.91% | $3M | 62.9K | Q3 2025OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.85% | $3M | 64.5K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.77% | $7M | 178.7K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.77% | $1M | 29.8K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.75% | $3M | 77.1K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.74% | $3M | 66.5K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.60% | $920,696 | 22.9K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.60% | $3M | 67.5K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.59% | $1M | 35.7K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.58% | $686,270 | 17.1K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.58% | $1M | 35.9K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 0.57% | $1M | 25.5K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.55% | $1M | 25.7K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.50% | $824,942 | 20.6K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.49% | $2M | 44.2K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.49% | $767,695 | 19.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.48% | $42M | 1.05M | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.38% | $1M | 25.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.33% | $717,888 | 17.8K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.33% | $1M | 26.7K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.31% | $1M | 28.4K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.30% | $2M | 39.6K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.28% | $1M | 34.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.27% | $1M | 37.0K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.27% | $1M | 32.4K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.25% | $294,465 | 7.3K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.24% | $440,987 | 11.0K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.24% | $3M | 63.5K | Q2 2026 |
| Attessa Capital LLC$223M AUM | 0.23% | $522,046 | 11.6K | Q2 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 0.22% | $362,575 | 9.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.22% | $6M | 145.2K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.20% | $362,096 | 9.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.20% | $3M | 68.3K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.20% | $385,493 | 9.6K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.19% | $588,355 | 14.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.19% | $12M | 289.1K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.19% | $776,326 | 19.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.18% | $4M | 103.0K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.18% | $2M | 42.8K | Q2 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 0.17% | $320,308 | 8.0K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.16% | $379,057 | 8.9K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.16% | $1M | 35.1K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.15% | $669,957 | 16.7K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.15% | $428,168 | 10.7K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.14% | $2M | 48.5K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.12% | $2M | 40.0K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.12% | $430,301 | 10.7K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.12% | $805,666 | 20.1K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.12% | $3M | 70.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.12% | $202,169 | 5.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.12% | $345,466 | 8.2K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.11% | $2M | 39.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.10% | $6M | 149.2K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.10% | $208,152 | 4.9K | Q4 2025OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.10% | $330,070 | 7.8K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 66.7K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.09% | $386,629 | 8.6K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 0.09% | $508,037 | 12.7K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.09% | $359,048 | 8.9K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.08% | $989,100 | 24.6K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.08% | $805,666 | 20.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.07% | $3M | 65.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.07% | $2M | 57.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.07% | $682,392 | 17.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.07% | $3M | 75.5K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.07% | $186,440 | 4.6K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.06% | $518,359 | 12.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.06% | $4M | 84.0K | Q4 2025OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.06% | $318,554 | 7.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.06% | $931,150 | 23.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 27.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 56.4K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $611,194 | 15.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 39.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.05% | $2M | 58.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $912,737 | 22.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $603,085 | 15.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 73.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $16M | 403.2K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.04% | $417,053 | 10.4K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.04% | $281,103 | 6.7K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.04% | $207,494 | 5.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.04% | $1M | 26.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.04% | $184,861 | 4.6K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $233,748 | 5.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $133M | 3.32M | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $725,544 | 18.1K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.03% | $847,811 | 20.0K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 28.9K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 76.5K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.03% | $42,507 | 1.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 53.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 34.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $689,988 | 17.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $19M | 465.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $17M | 430.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 156.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 44.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $341,676 | 7.6K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 101.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $284,102 | 7.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $231,757 | 5.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $17M | 435.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 53.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 40.8K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $29,502 | 735 | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $321,149 | 7.6K | Q4 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $335,279 | 8.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 28.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 55.5K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.02% | $22,076 | 550 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $426,009 | 10.6K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $332,170 | 8.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $52M | 1.29M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $1M | 31.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 366.4K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $250,868 | 6.3K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $54,108 | 1.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 55.2K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $201,550 | 5.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $657,132 | 16.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $17M | 417.3K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $110,448 | 2.6K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 53.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 69.8K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $234,259 | 5.5K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 166.6K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.01% | $20,290 | 503 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $104M | 2.60M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $602,804 | 15.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $445,862 | 11.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $41M | 1.03M | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $303,208 | 7.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 98.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $642,367 | 16.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $580,527 | 14.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $961,068 | 22.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $200,694 | 5.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $362,809 | 9.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $161,454 | 4.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 66.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $341,820 | 8.2K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $86M | 2.02M | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $14,049 | 350 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $914,035 | 22.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $209,619 | 4.9K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $189,174 | 4.7K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $4,719 | 113 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $247,938 | 6.2K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $239,789 | 6.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $435,597 | 10.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 286.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $493,305 | 12.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $261,585 | 6.5K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $6,042 | 151 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 72.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $232,000 | 5.5K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 263.9K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $491,913 | 12.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 31.0K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $40,139 | 1.0K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $241,109 | 6.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $311,786 | 7.8K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $19,160 | 475 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $179,902 | 4.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $53,100 | 1.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $822,858 | 20.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $160,555 | 4.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 40.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $24,003 | 598 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $365,182 | 9.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,503 | 370 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $8,991 | 224 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $472,313 | 11.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 46.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $73,896 | 1.8K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $4,777 | 119 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $19,066 | 475 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $402 | 10 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $619,542 | 15.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $903,163 | 22.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $26,251 | 654 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $217,954 | 5.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $12,107 | 285 | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $100,350 | 2.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $252,794 | 6.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $391,938 | 10.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $40,139 | 1.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $37,650 | 938 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $792,099 | 19.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $65,048 | 1.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,190 | 100 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.