PACER FDS TR
CUSIP 69374H709
Pacer Fds Tr has 239 institutional holders in Filings Flow’s 13F database, together reporting 45.94M shares worth $2.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
239
Q1 2026
Reported Value
$2.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lighthouse Wealth Management Inc.$147M AUM | 5.76% | $8M | 183.2K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 5.40% | $96M | 2.07M | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 4.88% | $5M | 136.4K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 3.82% | $20M | 423.7K | Q2 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 3.74% | $10M | 224.2K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 2.97% | $5M | 99.9K | Q1 2026OLDER |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 1.67% | $2M | 60.0K | Q3 2025OLDER |
| Braeburn Wealth Management LLC$175M AUM | 1.65% | $3M | 62.3K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.58% | $10M | 222.5K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 1.43% | $12M | 252.0K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 1.42% | $2M | 35.5K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 1.29% | $2M | 45.3K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.17% | $5M | 111.5K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.10% | $1M | 26.7K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 1.10% | $2M | 39.3K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 1.09% | $1M | 27.9K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 1.02% | $4M | 86.4K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.79% | $8M | 163.0K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.72% | $885,924 | 19.2K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.72% | $934,742 | 20.2K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.70% | $9M | 189.3K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.65% | $11M | 243.8K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.64% | $3M | 72.6K | Q2 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.61% | $9M | 192.7K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.59% | $2M | 43.2K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.57% | $18M | 392.0K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.53% | $964,308 | 20.9K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.52% | $1M | 31.9K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.51% | $4M | 76.3K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.48% | $1M | 30.3K | Q2 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.47% | $3M | 74.7K | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.44% | $1M | 32.0K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 0.40% | $455,047 | 9.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.37% | $44M | 948.8K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.36% | $4M | 76.3K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.35% | $4M | 78.7K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.35% | $3M | 73.6K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.32% | $2M | 34.3K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.30% | $639,586 | 16.1K | Q3 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.29% | $2M | 35.4K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.29% | $768,314 | 16.6K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.29% | $768,314 | 16.6K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 0.27% | $310,363 | 6.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.26% | $4M | 81.7K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.24% | $295,052 | 6.4K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.24% | $976,829 | 21.1K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.23% | $2M | 45.6K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.23% | $277,440 | 6.0K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.23% | $412,461 | 8.9K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.22% | $647,360 | 14.0K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.20% | $476,966 | 10.3K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.19% | $835,002 | 18.1K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.19% | $797,915 | 17.3K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.18% | $302,132 | 6.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.18% | $7M | 162.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.17% | $15M | 330.8K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.17% | $2M | 38.3K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.16% | $1M | 30.5K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.16% | $2M | 40.1K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.16% | $1M | 30.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.16% | $7M | 162.5K | Q4 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.16% | $936,915 | 20.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.16% | $4M | 93.2K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.15% | $2M | 39.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.15% | $2M | 43.1K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 0.15% | $283,035 | 6.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.14% | $721,005 | 21.0K | Q4 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.14% | $626,093 | 13.5K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.14% | $752,926 | 16.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.13% | $5M | 105.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.12% | $395,531 | 9.1K | Q2 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.11% | $1M | 26.8K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.10% | $512,570 | 11.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.09% | $770,783 | 17.8K | Q2 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.09% | $279,197 | 6.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 79.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.09% | $2M | 67.0K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.08% | $376,856 | 8.2K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 0.08% | $343,594 | 7.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.08% | $3M | 55.5K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.08% | $180,915 | 4.4K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.07% | $827,541 | 17.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.07% | $2M | 42.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $69M | 1.48M | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.07% | $13M | 288.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.07% | $254,451 | 6.2K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.07% | $111M | 2.40M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $13M | 277.6K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.06% | $109,037 | 2.4K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.06% | $401,686 | 8.7K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.05% | $225,605 | 4.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 90.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $35M | 749.1K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.05% | $86,664 | 2.1K | Q4 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.05% | $390,140 | 8.4K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.05% | $3M | 63.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $3M | 56.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $12M | 267.5K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $162M | 3.50M | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $1M | 21.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 58.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 40.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 217.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.04% | $861,925 | 18.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $2M | 32.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.04% | $443,397 | 9.6K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.04% | $53,130 | 1.1K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.04% | $89,513 | 1.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $326,152 | 8.2K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $3M | 70.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $950,844 | 20.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $38M | 821.3K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.03% | $1M | 30.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $96M | 2.08M | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 85.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 23.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $375M | 8.12M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 22.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 24.2K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.03% | $39,096 | 846 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.03% | $34,680 | 750 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 55.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $53M | 1.16M | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 30.4K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $546,930 | 11.8K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $759,221 | 17.9K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $365,625 | 8.4K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 358.6K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $537,591 | 11.6K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.02% | $276,980 | 6.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 38.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $303,704 | 6.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $241,882 | 5.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $14M | 295.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 79.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 96.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $412,650 | 8.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $252,184 | 6.1K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $731,095 | 15.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $304,053 | 6.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 23.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $513,767 | 12.5K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $742,410 | 16.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 209.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.02% | $30,658 | 663 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $605,133 | 13.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $89M | 1.92M | Q2 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $496,789 | 10.7K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $2M | 46.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $832,367 | 18.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 23.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $273,510 | 5.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $363,072 | 7.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 24.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $79M | 1.71M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $223M | 5.40M | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $573,978 | 12.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $322,038 | 7.0K | Q2 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.01% | $19,786 | 480 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $870,924 | 18.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $230,317 | 5.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $971,040 | 21.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $681,235 | 14.7K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.01% | $49,708 | 1.1K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $57,199 | 1.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $151,665 | 3.8K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $600,682 | 13.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $205,549 | 5.2K | Q3 2025OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.01% | $29,715 | 39.5K | Q3 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 25.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $691,843 | 15.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 93.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 35.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 67.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $404,230 | 8.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $730,268 | 15.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 27.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $73,984 | 1.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $44M | 949.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $226,798 | 4.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $305,808 | 6.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 76.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 34.2K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $788,623 | 17.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $305,133 | 6.6K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $313,091 | 6.8K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $13,872 | 300 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $22,981 | 497 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $17M | 367.6K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $372,232 | 8.1K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $774,058 | 16.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $358,567 | 7.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 43.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $322,339 | 7.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $744,551 | 16.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4M | 85.5K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $10,029 | 217 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $182,749 | 4.4K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $275,906 | 7.0K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 157.4K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 40.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $75,423 | 1.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $277,347 | 6.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $7,057 | 162 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $84,783 | 2.0K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 50.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $66,262 | 1.4K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $11,620 | 252 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $432,483 | 9.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $380,779 | 9.6K | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $18,034 | 390 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $124,488 | 2.9K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $238,957 | 5.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $54,273 | 1.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $302,822 | 6.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $83,695 | 1.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $238,413 | 5.2K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $9,248 | 200 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $846,606 | 20.5K | Q4 2025OLDER |
| Founders Capital Management$205M AUM | 0.00% | $1,942 | 42 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $8,748 | 189 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $716,951 | 15.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $513,065 | 11.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $536,476 | 11.6K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $1,167 | 25 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $214,924 | 4.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $738,913 | 16.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $269,818 | 5.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,624 | 100 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $870 | 19 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 42.0K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $16,184 | 350 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $54,797 | 1.2K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $9,489 | 228 | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $285,454 | 6.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $878,019 | 19.0K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $713 | 18 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $276,053 | 6.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 24.7K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $24,802 | 626 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,327 | 50 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $443,792 | 9.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $3,653 | 79 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $3,422 | 74 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $324 | 7 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $437,048 | 11.0K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $23,120 | 500 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $268,284 | 5.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $14,468 | 351 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,676 | 118 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $6,705 | 145 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $18,912 | 409 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $92,942 | 2.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $334,277 | 7.2K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $3,468 | 75 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $152,294 | 3.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6,936 | 150 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.