Pacer US Cash Cows 100 ETFCOWZETF
13F holders, Q1 2024 (March 31)725holders
5famous investors
$58.07avg. 13F price*
At the end of Q1 2024, 725 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings. The largest holders were Bank of America Corp. ($3.6B), Morgan Stanley ($1.5B) and LPL Financial LLC ($955.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Pacer US Cash Cows 100 ETF
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H881
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $259.1M |
| Exits | 41 | $71.9M |
Ownership 725 holders
| Bank of America Corp. | 0.35% | Reduce -2.9% | 61,168,092 | $3.6B |
| Morgan Stanley | 0.12% | Add +10.0% | 25,007,095 | $1.5B |
| LPL Financial LLC | 0.51% | Add +9.4% | 16,450,178 | $955.9M |
| Northwestern Mutual Wealth Management Co. | 0.80% | Add +9.7% | 13,353,957 | $776.0M |
| Wells Fargo & Company | 0.16% | Add +8.3% | 10,289,270 | $597.9M |
| Osaic Holdings, Inc. | 1.16% | Reduce -2.6% | 8,969,703 | $521.2M |
| UBS Group AG | 0.15% | Add +20.8% | 7,660,051 | $445.1M |
| Ameriprise Financial Inc. | 0.11% | Add +17.8% | 6,889,777 | $400.6M |
| Raymond James Financial Services Advisors, Inc. | 0.56% | Add +10.5% | 6,473,945 | $376.2M |
| Raymond James & Associates | 0.25% | Add +21.1% | 6,383,907 | $371.0M |
| Royal Bank of Canada | 0.07% | Add +30.4% | 5,283,148 | $307.0M |
| Envestnet Asset Management Inc. | 0.11% | Add +31.3% | 5,122,679 | $297.7M |
| Commonwealth Equity Services, LLC | 0.42% | Add +21.7% | 4,324,179 | $251.3M |
| Cambridge Investment Research Advisors, Inc. | 0.89% | Add +10.9% | 3,996,617 | $232.2M |
| Cetera Investment Advisers | 0.53% | Add +421.9% | 3,868,681 | $224.8M |
| Annex Advisory Services, LLC | 5.08% | Add +0.7% | 2,462,464 | $143.1M |
| MML Investors Services, LLC | 0.44% | Add +35.3% | 1,817,279 | $105.6M |
| HighTower Advisors, LLC | 0.15% | Add +10.3% | 1,612,301 | $93.7M |
| Stifel Financial Corp. | 0.11% | Add +13.9% | 1,602,580 | $93.1M |
| Carlson Capital Management | 4.37% | Reduce -18.1% | 1,592,758 | $92.6M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +6.8% | 1,519,653 | $88.3M |
| Janney Montgomery Scott LLC | 0.26% | Add +5.4% | 1,516,770 | $88.1M |
| Kestra Advisory Services, LLC | 0.59% | Add +28.9% | 1,511,012 | $87.8M |
| Avantax Advisory Services, Inc. | 0.61% | Add +63.5% | 1,184,871 | $68.9M |
| Requisite Capital Management, LLC | 14.60% | Add +6.5% | 1,152,769 | $67.0M |
| Capital Asset Advisory Services LLC | 3.55% | Add +1.3% | 1,071,877 | $62.0M |
| Axxcess Wealth Management, LLC | 1.74% | Reduce -20.4% | 1,055,341 | $61.3M |
| Rockefeller Capital Management L.P. | 0.17% | Add +78.8% | 1,030,445 | $59.9M |
| Baird Financial Group, Inc. | 0.12% | Add +6.7% | 1,000,333 | $58.1M |
| Orion Porfolio Solutions, LLC | 0.61% | Add +9.3% | 983,742 | $57.2M |
| Orion Portfolio Solutions, LLC | 0.61% | Add +9.3% | 983,742 | $57.2M |
| Traphagen Investment Advisors LLC | 5.88% | Add +4.8% | 949,295 | $55.2M |
| Mariner, LLC | 0.11% | Add +4.9% | 876,811 | $51.0M |
| Intelligence Driven Advisers, LLC | 7.50% | Reduce -6.6% | 873,735 | $50.8M |
| Equitable Holdings, Inc. | 0.55% | Add +10.5% | 846,751 | $49.2M |
| Sfmg, LLC | 4.13% | Add +0.7% | 825,499 | $48.0M |
| Northeast Financial Consultants Inc | 2.35% | Add +7.1% | 822,536 | $47.8M |
| Private Advisor Group, LLC | 0.34% | Add +4.0% | 816,368 | $47.4M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +22.3% | 812,055 | $47.2M |
| Focus Partners Wealth | 0.38% | New | 866,726 | $47.0M |
| RVW Wealth, LLC | 4.56% | Add +6.0% | 764,213 | $44.4M |
| O'Brien Wealth Partners LLC | 10.10% | Add +0.3% | 751,340 | $43.7M |
| Atria Wealth Solutions, Inc. | 0.48% | Add +10.7% | 738,501 | $42.9M |
| Corient Private Wealth LP | 0.07% | Add +22.6% | 709,750 | $41.2M |
| Evensky & Katz LLC | 2.87% | Add +4.5% | 699,261 | $40.6M |
| Edge Capital Group, LLC | 1.96% | Reduce -0.6% | 677,162 | $39.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 671,938 | $39.0M |
| Oppenheimer & Co. Inc. | 0.65% | Add +11.6% | 671,920 | $39.0M |
| Great Valley Advisor Group, Inc. | 1.13% | Reduce -20.2% | 641,031 | $37.2M |
| Citigroup Inc. | 0.04% | Add +23.9% | 620,224 | $36.0M |
| Sigma Planning Corp | 1.10% | Add +138.8% | 602,313 | $35.0M |
| Provident Wealth Management, LLC | 12.66% | Add +1.4% | 581,972 | $33.8M |
| Venture Visionary Partners LLC | 1.58% | Add +8.8% | 571,178 | $33.2M |
| Wilmington Savings Fund Society, FSB | 1.22% | — | 545,441 | $31.7M |
| Unique Wealth, LLC | 8.82% | Add +3.7% | 537,666 | $31.2M |
| Lee Financial Group Hawaii, Inc. | 24.11% | Add +0.4% | 530,359 | $30.8M |
| Foundations Investment Advisors, LLC | 0.80% | Add +13.5% | 524,820 | $30.5M |
| Hollencrest Capital Management | 1.39% | Add +7.5% | 522,824 | $30.4M |
| Clark Capital Management Group, Inc. | 0.23% | New | 521,935 | $30.3M |
| PFG Advisors | 2.17% | Add +33.2% | 511,984 | $29.8M |
| Elevation Point Wealth Partners, LLC | 2.22% | New | 498,483 | $29.0M |
| Brio Consultants, LLC | 4.79% | Reduce -5.3% | 489,314 | $28.4M |
| Wealthcare Advisory Partners LLC | 0.93% | Add +0.7% | 486,693 | $28.3M |
| Goldstein Advisors, LLC | 4.77% | Add +12.7% | 480,763 | $27.9M |
| Affinity Wealth Management LLC | 5.00% | Add +0.8% | 464,621 | $27.0M |
| Wiser Wealth Management, Inc | 8.84% | Add +3.8% | 463,529 | $26.9M |
| WR Wealth Planners, LLC | 8.19% | Add +6.7% | 453,039 | $26.3M |
| Onyx Bridge Wealth Group LLC | 4.62% | Add +15.2% | 465,682 | $25.9M |
| Modern Wealth Management, LLC | 2.36% | Add +7.5% | 438,042 | $25.5M |
| Grant Street Asset Management, Inc. | 8.25% | Add +2.3% | 436,862 | $25.4M |
| Cooper Financial Group | 4.14% | Add +5.7% | 433,158 | $25.2M |
| D.A. Davidson & Co. | 0.22% | Add +35.7% | 426,880 | $24.8M |
| Paragon Capital Management Ltd | 4.38% | Add +6.9% | 421,418 | $24.5M |
| ODonnell Financial Services, LLC | 11.18% | Reduce -33.5% | 420,146 | $24.4M |
| Certified Advisory Corp | 3.38% | Add +8.1% | 415,980 | $24.2M |
| MAI Capital Management | 0.25% | Add +6.9% | 409,711 | $23.8M |
| Wealth Group Ltd | 7.20% | Add +4.1% | 419,403 | $23.4M |
| Sage Advisory Services, Ltd.Co. | 6.34% | Add +30.9% | 399,759 | $23.2M |
| IAM Advisory, LLC | 6.22% | Add +6.6% | 390,982 | $22.7M |
| Independent Financial Group, LLC | 1.03% | Add +31.8% | 385,553 | $22.4M |
| Smith, Moore & Co. | 2.33% | Reduce -1.0% | 376,082 | $21.9M |
| CMC Financial Group | 30.57% | Add +17.7% | 372,947 | $21.7M |
| Mgo One Seven LLC | 1.13% | Add +11.0% | 372,626 | $21.7M |
| Comerica Bank | 0.09% | Add +22.1% | 372,592 | $21.7M |
| Captrust Financial Advisors | 0.08% | Add +4.4% | 372,493 | $21.6M |
| Mercer Global Advisors Inc. | 0.06% | Add +157.5% | 371,124 | $21.6M |
| Foster Victor Wealth Advisors, LLC | 1.96% | Reduce -0.7% | 377,708 | $21.5M |
| Thoroughbred Financial Services, LLC | 2.06% | Reduce -3.9% | 369,189 | $21.5M |
| Procyon Advisors, LLC | 1.66% | Add +10.8% | 368,107 | $21.4M |
| 49 Wealth Management, LLC | 4.52% | Add +13.3% | 363,119 | $21.1M |
| Truist Financial Corp. | 0.03% | Add +23.6% | 360,291 | $20.9M |
| Aprio Wealth Management, LLC | 4.07% | Add +3.0% | 357,798 | $20.8M |
| Pacer Advisors, Inc. | 0.05% | Add +12.4% | 352,530 | $20.5M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +37.6% | 349,625 | $20.3M |
| Bank of New York Mellon Corp | 0.00% | Add +34.4% | 344,780 | $20.0M |
| Sepio Capital, LP | 1.72% | Reduce -8.9% | 344,377 | $20.0M |
| Teamwork Financial Advisors, LLC | 3.01% | Add +45.1% | 336,152 | $19.5M |
| Jane Street Group, LLC | 0.03% | Add +174.7% | 332,257 | $19.3M |
| Cora Capital Advisors LLC | 9.98% | Add +4.4% | 321,665 | $18.7M |
| WealthPLAN Partners, LLC | 1.93% | Reduce -24.8% | 320,442 | $18.6M |
| Socha Financial Group, LLC | 8.15% | Add +2.4% | 319,644 | $18.6M |
| Apexium Financial, LP | 1.40% | Add +5.9% | 316,938 | $18.4M |
| Harbour Investments, Inc. | 0.65% | Reduce -1.5% | 315,892 | $18.4M |
| Cerity Partners LLC | 0.05% | Add +6.5% | 315,023 | $18.3M |
| Sanchez Wealth Management Group | 6.13% | New | 311,557 | $18.1M |
| Empowered Funds, LLC | 0.32% | New | 307,620 | $17.9M |
| NewEdge Advisors, LLC | 0.15% | Add +4.1% | 304,813 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.29% | Add +18.1% | 300,092 | $17.4M |
| Capital Advisors Wealth Management, LLC | 3.54% | Add +21.3% | 293,957 | $17.1M |
| Correct Capital Wealth Management | 3.90% | New | 290,605 | $16.9M |
| Regimen Wealth, LLC | 5.85% | New | 290,358 | $16.9M |
| Oxford Wealth Group, LLC | 15.16% | — | 286,603 | $16.7M |
| Hudock, Inc. | 3.66% | Add +3.3% | 285,912 | $16.6M |
| J.W. Cole Advisors, Inc. | 0.82% | Add +20.3% | 280,653 | $16.3M |
| Financial Advocates Investment Management | 0.91% | Reduce -6.1% | 272,381 | $15.7M |
| Columbia Advisory Partners LLC | 15.77% | Reduce -0.3% | 267,850 | $15.6M |
| American Planning Services, Inc. | 10.57% | Reduce -0.2% | 251,924 | $14.6M |
| Prospera Financial Services Inc | 0.41% | Add +12.4% | 236,212 | $13.7M |
| Ballast, Inc. | 4.23% | Add +1.2% | 230,629 | $13.4M |
| Fermata Advisors, LLC | 3.02% | Reduce -4.4% | 230,460 | $13.4M |
| Financial Partners Group, Inc | 2.13% | Add +49.6% | 230,258 | $13.4M |
| Holland Advisory Services, Inc. | 14.45% | Add +7.1% | 226,942 | $13.2M |
| Patriot Financial Group Insurance Agency, LLC | 2.09% | Add +61.6% | 226,418 | $13.2M |
| McAlister, Sweet & Associates, Inc. | 10.27% | Add +5.8% | 224,945 | $13.1M |
| Hartline Investment Corp./ | 2.28% | New | 222,413 | $12.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.28% | Add +55.5% | 222,413 | $12.9M |
| Financial Planning & Information Services, Inc. | 1.89% | Add +6.7% | 216,363 | $12.6M |
| Heck Capital Advisors, LLC | 1.90% | Add +0.6% | 214,556 | $12.5M |
| Adapt Wealth Advisors, LLC | 8.72% | — | 210,906 | $12.3M |
| Clay Northam Wealth Management, LLC | 9.69% | Add +8.9% | 207,141 | $12.0M |
| Benchmark Financial Wealth Advisors, LLC | 4.60% | Add +9.4% | 207,082 | $12.0M |
| Moneywise, Inc. | 6.51% | Reduce -22.7% | 206,145 | $12.0M |
| Global Retirement Partners, LLC | 0.43% | Add +7.3% | 200,092 | $11.6M |
| Bryn Mawr Trust Advisors, LLC | 0.66% | Add +54.1% | 199,238 | $11.6M |
| Longview Financial Advisors, Inc. | 8.68% | Add +0.5% | 198,957 | $11.6M |
| Cwm, LLC | 0.06% | Add +328.0% | 197,787 | $11.5M |
| FWG Holdings, LLC | 6.08% | Add +3.4% | 203,251 | $11.3M |
| Beaumont Financial Advisors, LLC | 0.93% | Reduce -16.1% | 195,129 | $11.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +11.6% | 194,516 | $11.3M |
| Wedbush Securities Inc. | 0.41% | Add +5.7% | 190,920 | $11.1M |
| Kickstand Ventures, Llc. | 3.10% | Add +62.8% | 188,605 | $11.0M |
| Owen LaRue, LLC | 6.81% | Add +16.5% | 187,274 | $10.9M |
| SPC Financial, Inc. | 1.00% | Add +3.6% | 182,302 | $10.6M |
| Per Stirling Capital Management, LLC. | 1.76% | Reduce -29.2% | 181,891 | $10.6M |
| RFG Advisory, LLC | 0.36% | Reduce -15.0% | 181,242 | $10.5M |
| Creative Financial Designs Inc. | 0.98% | Add +2.8% | 178,523 | $10.4M |
| Chicago Wealth Management, Inc. | 6.16% | Add +0.7% | 178,304 | $10.4M |
| Instrumental Wealth, LLC | 4.50% | Reduce -6.3% | 188,098 | $10.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +82.3% | 176,752 | $10.3M |
| Csenge Advisory Group | 0.57% | Add +191.5% | 176,125 | $10.2M |
| Madrona Financial Services, LLC | 3.52% | Add +5.1% | 173,979 | $10.1M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -9.8% | 200,306 | $9.9M |
| KilterHowling LLC | 6.95% | Add +2.4% | 170,383 | $9.9M |
| IHT Wealth Management, LLC | 0.39% | Add +36.2% | 169,376 | $9.8M |
| Plan Group Financial, LLC | 6.38% | Add +14.9% | 167,249 | $9.7M |
| Lincoln National Corp. | 0.15% | Add +15.7% | 166,810 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.61% | Add +3.5% | 164,356 | $9.6M |
| Pasadena Private Wealth, LLC | 2.20% | Add +4.6% | 164,203 | $9.5M |
| Advisory Services Network, LLC | 0.21% | Add +7.1% | 160,319 | $9.3M |
| World Investment Advisors | 1.32% | New | 159,217 | $9.3M |
| Trademark Financial Management, LLC | 7.66% | Reduce -0.5% | 159,069 | $9.2M |
| Burns Matteson Capital Management, LLC | 5.96% | Add +61.9% | 158,496 | $9.2M |
| Veltria Advisors Corp. | 2.38% | No change | 158,400 | $9.2M |
| DAVENPORT & Co LLC | 0.06% | Add +41.5% | 158,207 | $9.2M |
| Cozad Asset Management Inc. | 0.92% | Add +5.4% | 152,542 | $8.9M |
| HB Wealth Management, LLC | 0.11% | Add +1126.5% | 150,796 | $8.8M |
| Belpointe Asset Management LLC | 0.65% | Add +41.9% | 149,424 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.34% | Add +11.3% | 149,326 | $8.7M |
| PSI Advisors, LLC | 3.11% | Add +57.2% | 148,217 | $8.6M |
| Presidio Capital Management, LLC | 6.28% | Reduce -47.9% | 148,178 | $8.6M |
| Swisher Financial Concepts, Inc. | 7.49% | Add +6.9% | 150,974 | $8.6M |
| Main Street Financial Solutions, LLC | 0.91% | Add +57.3% | 146,115 | $8.5M |
| Jefferies Financial Group Inc. | 0.19% | Reduce -2.7% | 145,180 | $8.4M |
| Clarus Wealth Advisors | 4.78% | Add +8.5% | 147,862 | $8.4M |
| Atria Investments, Inc | 0.12% | Add +8.3% | 144,947 | $8.4M |
| Chicago Partners Investment Group LLC | 0.36% | Add +6.6% | 151,011 | $8.4M |
| IFP Advisors, Inc | 0.37% | Add +1.2% | 144,239 | $8.4M |
| LWM Advisory Services, LLC | 6.64% | Add +142.8% | 142,592 | $8.3M |
| Aveo Capital Partners, LLC | 0.90% | Add +219.8% | 150,933 | $8.3M |
| Investment Advisory Services Inc. /TX | 3.03% | Add +11.2% | 142,213 | $8.3M |
| RiverTree Advisors, LLC | 5.54% | Add +4.8% | 141,939 | $8.2M |
| Citadel Advisors | 0.01% | Reduce -30.6% | 141,315 | $8.2M |
| Gerber, LLC | 6.87% | Add +71.1% | 140,880 | $8.2M |
| Echo Wealth Management, LLC | 6.74% | Add +16.1% | 139,926 | $8.1M |
| Oxler Private Wealth LLC | 3.18% | Add +3235.7% | 139,766 | $8.1M |
| Accordant Advisory Group Inc | 6.02% | — | 138,499 | $8.0M |
| Avaii Wealth Management, LLC | 4.72% | Add +17.6% | 138,489 | $8.0M |
| Geneos Wealth Management Inc. | 0.36% | Add +0.8% | 137,048 | $8.0M |
| Aptus Capital Advisors, LLC | 0.17% | Add +166.1% | 135,343 | $7.9M |
| Pacific Wealth Management | 4.46% | No change | 150,373 | $7.8M |
| Concourse Financial Group Securities, Inc. | 0.50% | Reduce -2.3% | 134,283 | $7.8M |
| HBW Advisory Services LLC | 1.45% | No change | 149,331 | $7.8M |
| First Heartland Consultants, Inc. | 0.79% | Add +9.3% | 131,375 | $7.6M |
| Aspire Wealth Management Corp | 4.61% | Add +76.5% | 131,336 | $7.6M |
| Centaurus Financial, Inc. | 0.53% | Add +28.8% | 129,104 | $7.5M |
| Searcy Financial Services Inc. | 3.75% | Add +2.3% | 126,746 | $7.4M |
| Spinnaker Trust | 0.47% | Add +41.2% | 125,007 | $7.3M |
| Tamar Securities, LLC | 1.23% | Reduce -2.6% | 124,814 | $7.3M |
| EverSource Wealth Advisors, LLC | 0.57% | Add +13.4% | 131,455 | $7.2M |
| Fifth Third Bancorp | 0.03% | Add +43.5% | 123,661 | $7.2M |
| Clear Creek Financial Management, LLC | 0.92% | Add +7.8% | 123,210 | $7.2M |
| Ted Buchan & Co | 4.39% | Reduce -0.3% | 122,870 | $7.1M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -1.4% | 121,360 | $7.1M |
| Nilsine Partners, LLC | 0.95% | Add +7.3% | 119,495 | $6.9M |
| Janiczek Wealth Management, LLC | 1.45% | Reduce -3.5% | 117,231 | $6.8M |
| IVC Wealth Advisors LLC | 3.92% | Add +10.4% | 117,003 | $6.8M |
| Principal Securities, Inc. | 0.21% | Add +250.3% | 115,908 | $6.7M |
| Team Financial Group, LLC | 4.48% | Reduce -19.7% | 114,569 | $6.7M |
| Mitchell McLeod Pugh & Williams Inc. | 1.58% | Add +15.8% | 113,307 | $6.6M |
| Kraft, Davis & Associates, LLC | 1.98% | New | 117,929 | $6.6M |
| Modus Advisors, LLC | 2.43% | Add +7.8% | 113,031 | $6.6M |
| Mma Asset Management LLC | 3.04% | Add +22.6% | 117,158 | $6.5M |
| Castle Wealth Management LLC | 3.36% | Reduce -2.1% | 110,482 | $6.4M |
| One Plus One Wealth Management, LLC | 3.63% | Add +63.2% | 108,779 | $6.3M |
| 3EDGE Asset Management, LP | 0.49% | New | 108,687 | $6.3M |
| Compound Planning, Inc. | 0.57% | Add +41.5% | 106,860 | $6.2M |
| Aspire Capital Advisors LLC | 2.04% | Add +48.6% | 104,414 | $6.1M |
| Perigon Wealth Management, LLC | 0.18% | Add +30.7% | 103,488 | $6.0M |
| Aberdeen Group plc | 0.01% | Add +53.7% | 102,728 | $6.0M |
| Moors & Cabot, Inc. | 0.32% | Add +42.3% | 102,466 | $6.0M |
| USAdvisors Wealth Management, LLC | 2.20% | Add +7.8% | 100,864 | $5.8M |
| Granby Capital Management, LLC | 2.84% | No change | 100,000 | $5.8M |
| Sanders Morris Harris LLC | 1.07% | New | 19 | $5.8M |
| XML Financial, LLC | 0.59% | Add +1964.3% | 98,965 | $5.8M |
| Perennial Investment Advisors, LLC | 0.87% | Add +5.3% | 98,877 | $5.7M |
| CoreCap Advisors, LLC | 0.30% | Reduce -48.6% | 98,498 | $5.7M |
| Fiduciary Trust Co | 0.09% | Add +0.1% | 97,745 | $5.7M |
| BlueChip Wealth Advisors LLC | 3.65% | Add +293.6% | 97,515 | $5.7M |
| MBL Wealth, LLC | 0.64% | Add +5.5% | 96,349 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +7.3% | 96,297 | $5.6M |
| WealthPlan Investment Management, LLC | 0.85% | Reduce -24.0% | 95,327 | $5.5M |
| Financial Guidance Group, Inc. | 3.58% | Add +9.5% | 94,805 | $5.5M |
| Perissos Private Wealth Management, LLC | 4.99% | — | 94,628 | $5.5M |
| Cresset Asset Management, LLC | 0.03% | Add +5.4% | 94,510 | $5.5M |
| Commonwealth Financial Services, LLC | 1.29% | Reduce -0.2% | 105,260 | $5.5M |
| Nations Financial Group Inc, /Ia/ | 0.46% | Add +15.4% | 93,505 | $5.4M |
| Financial Management Network Inc. | 1.36% | Reduce -1.7% | 94,196 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -27.6% | 92,705 | $5.4M |
| Campbell Capital Management Inc. | 2.34% | Reduce -1.2% | 91,285 | $5.3M |
| Altus Wealth Group LLC | 2.65% | Add +286.3% | 91,021 | $5.3M |
| Park Avenue Securities LLC | 0.07% | Add +201.3% | 89,431 | $5.2M |
| Beacon Investment Advisory Services, Inc. | 0.22% | Add +3.6% | 88,408 | $5.1M |
| Evolution Wealth Advisors, LLC | 0.98% | Add +14.3% | 88,270 | $5.1M |
| Bridge Advisory, LLC | 2.53% | Add +55.0% | 87,703 | $5.1M |
| Benjamin F. Edwards & Company, Inc. | 0.09% | Reduce -13.3% | 86,448 | $5.0M |
| Founders Financial Securities LLC | 0.53% | Reduce -20.0% | 86,338 | $5.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.42% | Add +3.3% | 86,254 | $5.0M |
| Private Client Services, LLC | 3.36% | Add +641.3% | 86,179 | $5.0M |
| Next Level Private LLC | 2.30% | Reduce -0.8% | 86,152 | $5.0M |
| Grant/GrossMendelsohn, LLC | 2.33% | Reduce -0.2% | 86,554 | $5.0M |
| Mainsail Financial Group, LLC | 3.42% | Add +2.6% | 85,355 | $5.0M |
| Carolinas Wealth Consulting LLC | 0.97% | Add +2.2% | 84,980 | $4.9M |
| Ferguson Shapiro LLC | 2.26% | Reduce -15.2% | 84,538 | $4.9M |
| All Season Financial Advisors, Inc. | 4.05% | Add +30.5% | 84,139 | $4.9M |
| Blair William & Co. | 0.02% | Add +10.5% | 84,093 | $4.9M |
| CreativeOne Wealth, LLC | 0.19% | Add +276.7% | 83,887 | $4.9M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -24.8% | 83,547 | $4.9M |
| PCG Wealth Advisors, LLC | 2.30% | Add +2.3% | 83,328 | $4.8M |
| Insight Advisors, LLC/ PA | 0.94% | Reduce -15.1% | 83,002 | $4.8M |
| AE Wealth Management LLC | 0.05% | Reduce -78.9% | 82,206 | $4.8M |
| StoneX Group Inc. | 0.43% | Add +4.5% | 82,024 | $4.8M |
| Schmidt P J Investment Management Inc. | 0.90% | Add +2.0% | 81,932 | $4.8M |
| American Financial & Tax Strategies Inc. | 2.55% | Add +309.2% | 81,654 | $4.7M |
| Fortem Financial Group, LLC | 2.08% | Reduce -4.8% | 81,640 | $4.7M |
| Titleist Asset Management, LLC | 0.83% | Add +53.9% | 81,578 | $4.7M |
| Fiduciary Alliance LLC | 0.83% | Add +0.3% | 81,247 | $4.7M |
| IFG Advisory, LLC | 0.34% | Add +346.0% | 78,854 | $4.6M |
| Cary Street Partners Investment Advisory LLC | 0.19% | Add +9.9% | 77,476 | $4.5M |
| Trilogy Capital Inc. | 0.26% | Add +475.9% | 76,808 | $4.5M |
| FDx Advisors, Inc. | 0.67% | Add +38.8% | 76,383 | $4.4M |
| Merit Financial Group, LLC | 0.10% | Add +327.4% | 80,339 | $4.4M |
| Independent Wealth Network Inc. | 2.06% | Add +0.6% | 75,326 | $4.4M |
| Greenwood Capital Associates LLC | 0.58% | Add +3.0% | 74,999 | $4.4M |
| Cornerstone Advisory, LLC | 0.62% | Add +1.2% | 74,977 | $4.4M |
| Raymond James Trust N.A. | 0.11% | Reduce -0.1% | 74,808 | $4.3M |
| Avantax Planning Partners, Inc. | 0.14% | Add +1234.6% | 74,030 | $4.3M |
| AdvisorNet Financial, Inc | 0.41% | Add +24.2% | 73,185 | $4.3M |
| Kolinsky Wealth Management, LLC | 3.23% | Add +3.9% | 72,812 | $4.2M |
| Calton & Associates, Inc. | 2.04% | Reduce -10.2% | 72,061 | $4.2M |
| Future Financial Wealth Managment LLC | 3.21% | Add +34.7% | 71,698 | $4.2M |
| Level Four Advisory Services, LLC | 0.23% | Add +1.6% | 80,105 | $4.2M |
| Prosperity Consulting Group, LLC | 0.52% | Add +60.3% | 71,169 | $4.1M |
| Prairie Sky Financial Group LLC | 2.40% | Add +0.9% | 68,670 | $4.0M |
| JBR Co Financial Management Inc | 3.17% | Add +2.9% | 68,362 | $4.0M |
| Kingsview Wealth Management, LLC | 0.10% | Add +3.6% | 68,179 | $4.0M |
| Fortis Advisors, LLC | 2.65% | Add +0.9% | 68,109 | $4.0M |
| S. R. Schill & Associates | 1.72% | Reduce -0.9% | 67,865 | $3.9M |
| Atlas Financial Advisors, Inc. | 6.08% | Reduce -5.3% | 67,338 | $3.9M |
| Moneco Advisors, LLC | 0.62% | Add +49.2% | 66,970 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.26% | Add +7.8% | 66,881 | $3.9M |
| Y-Intercept (Hong Kong) Ltd | 0.29% | Add +11.6% | 66,694 | $3.9M |
| Synovus Financial Corp. | 0.05% | Add +114.8% | 66,529 | $3.9M |
| Ameritas Advisory Services, LLC | 0.16% | Add +88.3% | 68,366 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.29% | Add +14.9% | 64,725 | $3.8M |
| International Assets Investment Management, LLC | 0.39% | Add +104.6% | 64,538 | $3.7M |
| Allworth Financial LP | 0.03% | Reduce -2.0% | 63,619 | $3.7M |
| Good Life Advisors, LLC | 0.33% | Add +8.2% | 63,541 | $3.7M |
| Glen Eagle Advisors, LLC | 0.70% | Reduce -24.9% | 63,453 | $3.7M |
| Penobscot Wealth Management | 2.29% | Reduce -27.3% | 62,382 | $3.6M |
| Strategic Family Wealth Counselors, L.L.C. | 1.40% | Add +30.7% | 61,059 | $3.5M |
| Avalon Capital Management | 1.45% | Reduce -2.8% | 60,999 | $3.5M |
| Lionsbridge Wealth Management LLC | 2.71% | Reduce -1.0% | 60,190 | $3.5M |
| Bison Wealth, LLC | 0.57% | Add +5.3% | 60,020 | $3.5M |
| Tactive Advisors, LLC | 1.84% | New | 59,562 | $3.5M |
| First PREMIER Bank | 0.89% | Add +165.6% | 58,034 | $3.4M |
| Valtinson Bruner Financial Planning LLC | 1.43% | Reduce -0.1% | 57,871 | $3.4M |
| Cohen & Steers, Inc. | 0.01% | Reduce -3.4% | 56,609 | $3.3M |
| Smart Portfolios, LLC | 3.45% | Reduce -0.3% | 56,286 | $3.3M |
| Fidelis Capital Partners, LLC | 0.49% | Add +86.0% | 55,681 | $3.2M |
| OneDigital Investment Advisors LLC | 0.05% | Add +1183.4% | 55,121 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -68.3% | 54,941 | $3.2M |
| Prosperitas Financial LLC | 2.04% | Add +5.9% | 54,723 | $3.2M |
| Bedel Financial Consulting, Inc. | 0.49% | Add +15.4% | 53,734 | $3.1M |
| Cibc World Market Inc. | 0.01% | Add +2.9% | 53,424 | $3.1M |
| Pinnacle Wealth Management Group, Inc. | 2.25% | Add +46.0% | 52,029 | $3.0M |
| SFI Advisors, LLC | 2.36% | Add +3.0% | 51,769 | $3.0M |
| Lodestone Wealth Management LLC | 1.58% | Add +5.3% | 51,705 | $3.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.23% | Reduce -0.5% | 50,788 | $3.0M |
| Madison Park Capital Advisors, LLC | 2.55% | Add +5.1% | 50,404 | $2.9M |
| Prudential Financial Inc. | 0.00% | New | 49,737 | $2.9M |
| Stapp Wealth Management, PLLC | 5.03% | Add +22.3% | 49,637 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -3.9% | 49,412 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -25.1% | 48,483 | $2.8M |
| Leavell Investment Management, Inc. | 0.16% | Add +25.1% | 48,108 | $2.8M |
| Spectrum Strategic Capital Management, LLC | 2.13% | New | 48,017 | $2.8M |
| Vienna Asset Management LLC | 2.54% | Reduce -22.6% | 47,928 | $2.8M |
| Brookstone Capital Management | 0.05% | Add +20.4% | 47,292 | $2.7M |
| Tradition Wealth Management, LLC | 0.28% | Reduce -0.7% | 47,158 | $2.7M |
| TAP Consulting, LLC | 0.60% | Reduce -0.5% | 47,128 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.22% | Add +1.0% | 47,034 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +929200.0% | 46,465 | $2.7M |
| Coastline Trust Co | 0.33% | Reduce -3.6% | 46,421 | $2.7M |
| ERn Financial, LLC | 0.46% | Reduce -3.5% | 45,292 | $2.6M |
| Waycross Investment Management Co | 2.35% | Reduce -4.2% | 43,432 | $2.5M |
| Firestone Capital Management | 0.70% | Add +18.4% | 43,181 | $2.5M |
| Lokken Investment Group LLC | 1.25% | Add +0.1% | 43,118 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Add +0.4% | 43,067 | $2.5M |
| BCS Wealth Management | 0.80% | Add +12.4% | 42,981 | $2.5M |
| Transform Wealth, LLC | 0.24% | Add +72.1% | 42,883 | $2.5M |
| Zimmermann Investment Management & Planning LLC | 0.89% | Reduce -6.8% | 42,347 | $2.5M |
| Money Concepts Capital Corp. | 0.22% | Reduce -19.0% | 41,920 | $2.4M |
| Stegent Equity Advisors, Inc. | 2.47% | Reduce -17.8% | 41,795 | $2.4M |
| Lane & Associates LLC | 1.53% | Add +27.7% | 41,722 | $2.4M |
| Opinicus Capital, Inc. | 2.15% | Add +18.8% | 41,620 | $2.4M |
| Focus Financial Network, Inc. | 0.12% | — | 43,845 | $2.4M |
| Nvest Financial, LLC | 1.60% | New | 41,237 | $2.4M |
| WNY Asset Management, LLC | 0.36% | Add +42.1% | 41,158 | $2.4M |
| Renaissance Technologies | 0.00% | Reduce -50.0% | 41,000 | $2.4M |
| Atlas Wealth LLC | 1.88% | Add +11.4% | 39,782 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.28% | Reduce -22.2% | 39,372 | $2.3M |
| SimpliFi, Inc. | 1.03% | New | 38,783 | $2.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.67% | Add +16.6% | 38,552 | $2.2M |
| Apollon Financial, LLC | 0.77% | Add +1.5% | 38,490 | $2.2M |
| Ellis Investment Partners, LLC | 0.48% | Add +4.3% | 38,197 | $2.2M |
| National Wealth Management Group, LLC | 1.72% | Reduce -40.5% | 38,151 | $2.2M |
| SlateStone Wealth, LLC | 0.22% | Add +6.2% | 37,157 | $2.2M |
| Trustmark Bank Trust Department | 0.18% | Add +17.4% | 36,966 | $2.1M |
| Assetmark, Inc. | 0.01% | Reduce -5.0% | 36,847 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +206.6% | 36,706 | $2.1M |
| Fifth Third Securities, Inc. | 0.21% | New | 36,488 | $2.1M |
| Vigilare Wealth Management | 1.04% | New | 36,155 | $2.1M |
| High Net Worth Advisory Group LLC | 0.66% | Add +6.8% | 36,074 | $2.1M |
| Able Wealth Management LLC | 1.78% | Add +7.7% | 35,063 | $2.0M |
| Triumph Capital Management | 0.83% | Add +79.5% | 34,883 | $2.0M |
| Reitz Capital Advisors LLC | 3.64% | No change | 38,885 | $2.0M |
| Camarda Financial Advisors, LLC | 0.81% | Reduce -6.7% | 34,705 | $2.0M |
| NCM Capital Management, LLC | 1.12% | Reduce -5.0% | 34,433 | $2.0M |
| Weaver Consulting Group | 0.74% | Add +5.0% | 34,221 | $2.0M |
| Personal Cfo Solutions, LLC | 0.31% | Add +11.6% | 33,824 | $2.0M |
| Mayfair Advisory Group, LLC | 1.42% | Add +28.3% | 33,724 | $2.0M |
| Sandbox Financial Partners, LLC | 0.81% | Add +27.9% | 33,333 | $1.9M |
| BigSur Wealth Management LLC | 0.60% | Add +60.9% | 33,145 | $1.9M |
| Benjamin Edwards Inc. | 0.38% | New | 33,112 | $1.9M |
| Western Wealth Management, LLC | 0.15% | Add +21.5% | 33,048 | $1.9M |
| Stewardship Advisors, LLC | 0.65% | Reduce -81.8% | 32,860 | $1.9M |
| Fagan Associates, Inc. | 0.36% | Add +3.1% | 32,799 | $1.9M |
| Intrepid Financial Planning Group LLC | 0.81% | Add +4.6% | 32,352 | $1.9M |
| GPS Wealth Strategies Group, LLC | 0.30% | Reduce -53.0% | 32,266 | $1.9M |
| Tyler-Stone Wealth Management | 0.83% | Add +3.2% | 31,966 | $1.9M |
| Herold Advisors, Inc. | 0.45% | Reduce -13.0% | 31,922 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Add +14.3% | 31,767 | $1.8M |
| Summit Wealth Partners, LLC | 0.39% | Add +27.6% | 31,620 | $1.8M |
| West Bancorporation Inc. | 1.21% | Add +125.8% | 31,584 | $1.8M |
| Secured Retirement Advisors, LLC | 1.54% | Add +3.5% | 31,285 | $1.8M |
| MTM Investment Management, LLC | 0.75% | Add +3.3% | 31,112 | $1.8M |
| Diversify Advisory Services, LLC | 0.11% | — | 30,921 | $1.8M |
| Connectus Wealth, LLC | 0.05% | Reduce -16.2% | 30,836 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -87.0% | 30,803 | $1.8M |
| Verity Asset Management, Inc. | 0.98% | Add +6.5% | 30,149 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.8% | 29,893 | $1.7M |
| Creekmur Asset Management LLC | 0.59% | Reduce -5.5% | 29,843 | $1.7M |
| New England Private Wealth Advisors LLC | 0.30% | Add +1.0% | 29,630 | $1.7M |
| Encompass More Asset Management | 1.41% | Reduce -20.4% | 29,398 | $1.7M |
| Saxony Capital Management, LLC | 2.06% | Add +6.8% | 29,342 | $1.7M |
| Global Assets Advisory, LLC | 1.02% | Add +4.0% | 29,171 | $1.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -21.8% | 28,817 | $1.7M |
| Private Trust Co. NA | 0.18% | Add +25.8% | 28,392 | $1.6M |
| Planning Capital Management Corp | 1.20% | Add +8.9% | 28,325 | $1.6M |
| TruWealth Advisors, LLC | 0.11% | Add +60.1% | 28,021 | $1.6M |
| Investment Partners Asset Management, Inc. | 1.46% | Add +13.0% | 27,732 | $1.6M |
| Empirical Asset Management, LLC | 0.77% | Reduce -4.7% | 27,466 | $1.6M |
| Lunt Capital Management, Inc. | 0.79% | Add +11.0% | 27,372 | $1.6M |
| Eudaimonia Partners, LLC | 0.37% | Add +10.0% | 26,842 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +42.8% | 26,696 | $1.6M |
| Imprint Wealth LLC | 0.37% | New | 26,540 | $1.5M |
| Betterment LLC | 0.00% | Add +23.4% | 26,441 | $1.5M |
| Endowment Wealth Management, Inc. | 1.13% | Reduce -35.8% | 25,948 | $1.5M |
| Rollins Financial Advisors, LLC | 0.28% | Reduce -5.6% | 25,936 | $1.5M |
| Paragon Advisors, LLC | 0.60% | Reduce -18.2% | 25,511 | $1.5M |
| Miller Investment Management, LP | 0.19% | No change | 25,503 | $1.5M |
| Atlas Wealth Partners, LLC | 7.94% | Add +4.8% | 26,587 | $1.5M |
| Cedar Brook Financial Partners, LLC | 0.28% | Add +26.6% | 24,774 | $1.4M |
| White Knight Strategic Wealth Advisors, LLC | 1.48% | Add +11.9% | 24,446 | $1.4M |
| Realta Investment Advisors | 0.29% | Reduce -31.9% | 24,421 | $1.4M |
| Bank of Montreal | 0.00% | Add +474.3% | 24,236 | $1.4M |
| Allie Family Office LLC | 0.82% | Add +8.8% | 24,053 | $1.4M |
| Global Financial Private Client, LLC | 0.60% | Add +0.3% | 23,932 | $1.4M |
| Credit Suisse AG/ | 0.00% | Reduce -28.1% | 23,844 | $1.4M |
| Oder Investment Management, LLC | 1.29% | Add +1.4% | 23,780 | $1.4M |
| Hazlett, Burt & Watson, Inc. | 0.82% | Add +14.3% | 23,583 | $1.4M |
| DHK Financial Advisors, Inc. | 0.96% | No change | 23,393 | $1.4M |
| Gainplan LLC | 0.63% | Add +3.5% | 22,471 | $1.3M |
| AllSquare Wealth Management LLC | 0.76% | Reduce -2.6% | 22,405 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +18.4% | 22,322 | $1.3M |
| Flagstar Securities, Inc. | 0.36% | Add +35.1% | 22,206 | $1.3M |
| Gotham Asset Management | 0.02% | Add +10.8% | 22,141 | $1.3M |
| Fortis Capital Management LLC | 0.34% | Add +34.6% | 22,032 | $1.3M |
| Wbi Investments, LLC | 0.26% | Reduce -74.3% | 21,460 | $1.2M |
| Empire Financial Management Company, LLC | 0.41% | Add +2.2% | 21,108 | $1.2M |
| Strategic Blueprint, LLC | 0.09% | Add +32.1% | 20,856 | $1.2M |
| Ballew Advisors, Inc | 0.83% | Add +8.2% | 21,057 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.44% | Add +20.3% | 20,605 | $1.2M |
| Centric Wealth Management | 0.38% | Add +3.9% | 21,724 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.50% | Add +17.4% | 20,405 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.23% | Add +32.0% | 20,023 | $1.2M |
| Edge Financial Advisors LLC | 1.02% | — | 20,026 | $1.2M |
| HF Advisory Group, LLC | 0.65% | Add +10.7% | 19,994 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.63% | — | 21,335 | $1.2M |
| Long Island Wealth Management, Inc. | 0.81% | Reduce -22.1% | 19,627 | $1.1M |
| Vicus Capital | 0.10% | Add +4.2% | 19,408 | $1.1M |
| TrueWealth Advisors, LLC | 0.43% | Add +18.2% | 19,030 | $1.1M |
| Verus Capital Partners, LLC | 0.12% | Add +369.6% | 18,610 | $1.1M |
| Zega Financial, LLC | 0.47% | Add +17.2% | 18,578 | $1.1M |
| 1858 Wealth Management, LLC | 1.00% | No change | 20,190 | $1.0M |
| Compass Advisory Group LLC | 0.45% | Reduce -1.8% | 17,511 | $1.0M |
| FWL Investment Management, LLC | 0.56% | Reduce -85.3% | 17,454 | $1.0M |
| Beck Bode, LLC | 0.21% | Reduce -16.8% | 17,410 | $1.0M |
| Inspire Advisors, LLC | 0.14% | Reduce -10.6% | 17,291 | $1.0M |
| World Equity Group, Inc. | 0.21% | Add +3.6% | 17,265 | $1.0M |
| Compass Ion Advisors, LLC | 0.14% | Add +14.2% | 17,247 | $1.0M |
| TRUE Private Wealth Advisors | 0.11% | Reduce -1.1% | 17,193 | $999K |
| Lake Street Private Wealth, LLC | 0.14% | Add +5.6% | 17,069 | $992K |
| Mutual Advisors, LLC | 0.03% | Reduce -80.9% | 16,823 | $978K |
| Greystone Financial Group, LLC | 0.19% | Reduce -21.1% | 16,576 | $963K |
| Strategic Financial Concepts, LLC | 0.23% | New | 16,246 | $944K |
| Cypress Wealth Services, LLC | 0.22% | Add +7.8% | 16,246 | $944K |
| One Capital Management, LLC | 0.03% | Reduce -21.8% | 15,740 | $915K |
| Stephens Inc. | 0.01% | Add +3.7% | 15,612 | $907K |
| Magnolia Capital Advisors LLC | 0.76% | New | 16,400 | $905K |
| Kraematon Investment Advisors, Inc. | 0.91% | Add +20.7% | 15,552 | $904K |
| Capital Investment Advisory Services, LLC | 0.10% | Add +115.4% | 15,423 | $896K |
| Fortis Capital Advisors, LLC | 0.38% | Reduce -33.8% | 15,418 | $896K |
| Rothschild Investment LLC | 0.06% | Add +29.1% | 15,416 | $896K |
| Total Clarity Wealth Management, Inc. | 0.31% | Add +5.6% | 15,381 | $894K |
| Alta Wealth Advisors LLC | 0.45% | Reduce -0.8% | 15,278 | $888K |
| Journey Strategic Wealth LLC | 0.04% | Reduce -0.1% | 15,227 | $885K |
| Financial Sense Advisors, Inc. | 0.31% | Add +0.6% | 15,057 | $875K |
| Circle Wealth Management, LLC | 0.02% | New | 14,945 | $868K |
| Autumn Glory Partners, LLC | 0.42% | Add +0.8% | 14,678 | $853K |
| Ergawealth Advisors, Inc. | 0.46% | Add +1.7% | 14,552 | $846K |
| Guardian Asset Advisors, LLC | 0.70% | Add +62.5% | 14,540 | $845K |
| Liberty Wealth Management LLC | 0.16% | New | 14,349 | $834K |
| Ausdal Financial Partners, Inc. | 0.10% | Add +15.0% | 14,329 | $833K |
| Resurgent Financial Advisors LLC | 0.45% | Add +12.7% | 14,281 | $830K |
| Benedetti & Gucer, Inc. | 0.41% | Add +6.5% | 14,090 | $819K |
| Flow Traders U.S. LLC | 0.04% | New | 13,966 | $812K |
| Savvy Advisors, Inc. | 0.47% | Add +11.8% | 13,961 | $811K |
| Channel Wealth LLC | 0.33% | Reduce -5.3% | 13,959 | $811K |
| Romano Brothers and Company | 0.11% | Add +32.2% | 13,745 | $799K |
| National Bank of Canada | 0.00% | Add +4.2% | 14,247 | $795K |
| Kingswood Wealth Advisors, LLC | 0.09% | New | 13,655 | $793K |
| Diligent Investors, LLC | 0.20% | Add +2.3% | 13,400 | $779K |
| Anson Capital, Inc. | 1.11% | Reduce -1.5% | 13,295 | $773K |
| Townsquare Capital LLC | 0.01% | Add +144.9% | 13,047 | $758K |
| Barnes Pettey Financial Advisors, LLC | 0.65% | Add +5.5% | 12,983 | $754K |
| BCGM Wealth Management, LLC | 0.27% | Reduce -89.4% | 12,982 | $754K |
| M Holdings Securities, Inc. | 0.13% | Reduce -11.5% | 12,969 | $754K |
| Redhawk Wealth Advisors, Inc. | 0.12% | Add +0.9% | 12,851 | $747K |
| Lloyd Advisory Services, LLC. | 0.16% | New | 12,786 | $743K |
| Barometer Capital Management Inc. | 0.19% | Reduce -6.9% | 13,500 | $740K |
| Aurora Private Wealth, Inc. | 0.63% | Add +1.1% | 12,492 | $726K |
| PFG Investments, LLC | 0.04% | Add +173.8% | 12,211 | $710K |
| Birchcreek Wealth Management, LLC | 0.37% | Reduce -1.2% | 12,136 | $705K |
| Kellett Wealth Advisors, LLC | 0.48% | Reduce -4.6% | 11,975 | $696K |
| SOL Capital Management CO | 0.09% | Add +19.5% | 11,885 | $691K |
| Wetzel Investment Advisors, Inc. | 0.40% | Add +130.8% | 12,527 | $687K |
| OxenFree Capital LLC | 0.63% | Add +1.9% | 11,799 | $686K |
| Alpha Financial Partners LLC | 0.62% | Reduce -3.9% | 11,736 | $682K |
| Tyche Wealth Partners LLC | 0.17% | Reduce -30.8% | 11,730 | $682K |
| Lowe Wealth Advisors, LLC | 0.32% | Add +46.6% | 11,660 | $678K |
| L & S Advisors Inc | 0.08% | Add +1.0% | 11,383 | $661K |
| MBE Wealth Management, LLC | 0.41% | Reduce -28.6% | 11,356 | $660K |
| Gateway Wealth Partners, LLC | 0.24% | Reduce -23.5% | 11,338 | $659K |
| Opal Wealth Advisors, LLC | 0.22% | Add +45.0% | 11,273 | $655K |
| Sloy Dahl & Holst, LLC | 0.15% | Add +18.6% | 11,205 | $651K |
| Summit Asset Management, LLC | 0.08% | New | 11,175 | $649K |
| FMR LLC | 0.00% | Add +27.1% | 11,021 | $640K |
| Barrett & Company, Inc. | 0.30% | Add +19.3% | 10,992 | $639K |
| LaSalle St. Investment Advisors, LLC | 0.36% | Add +3.5% | 10,930 | $635K |
| Brown Advisory Inc. | 0.00% | Add +9.3% | 10,626 | $617K |
| PGIM Custom Harvest LLC | 0.02% | Add +121.9% | 10,512 | $611K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -2.7% | 10,503 | $610K |
| Vertex Planning Partners, LLC | 0.17% | Add +0.1% | 10,347 | $601K |
| Ranch Capital Advisors Inc. | 0.32% | Add +5.0% | 10,343 | $601K |
| Plotkin Financial Advisors, LLC | 0.40% | No change | 10,284 | $598K |
| Arq Wealth Advisors, LLC | 0.26% | Add +12.1% | 10,275 | $597K |
| West Michigan Advisors, LLC | 0.19% | Reduce -2.0% | 10,188 | $592K |
| Monograph Wealth Advisors, LLC | 0.09% | New | 10,170 | $591K |
| Bey-Douglas LLC | 0.56% | Add +7.5% | 9,997 | $581K |
| Insight Wealth Partners, LLC | 0.37% | New | 9,799 | $569K |
| Pillar Wealth Advisors, LLC | 0.43% | Reduce -49.0% | 9,790 | $569K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +43.1% | 9,740 | $566K |
| NTV Asset Management LLC | 0.09% | No change | 9,600 | $558K |
| BKM Wealth Management, LLC | 0.24% | Reduce -5.4% | 9,574 | $556K |
| Key Client Fiduciary Advisors, LLC | 0.29% | Add +3.7% | 9,462 | $550K |
| Benchmark Wealth Management, LLC | 0.30% | Reduce -1.4% | 9,423 | $548K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -36.5% | 9,228 | $536K |
| Atlas Private Wealth Advisors | 0.18% | Reduce -44.4% | 9,227 | $536K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -44.0% | 9,201 | $535K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +4.3% | 8,939 | $519K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +34.5% | 8,933 | $519K |
| Advisor Resource Council | 0.22% | Reduce -49.8% | 8,880 | $516K |
| Balefire, LLC | 0.19% | Reduce -77.9% | 8,845 | $514K |
| Berger Financial Group, Inc | 0.04% | Add +4.0% | 8,840 | $514K |
| MWA Asset Management | 0.37% | Add +26.0% | 8,836 | $513K |
| GSG Advisors LLC | 0.19% | Add +1.0% | 8,759 | $508K |
| WealthCare Investment Partners, LLC | 0.24% | Reduce -1.9% | 8,720 | $507K |
| Bluesphere Advisors LLC | 0.28% | New | 8,716 | $506K |
| EWG Elevate Inc. | 0.19% | New | 8,704 | $506K |
| Caprock Group, LLC | 0.03% | Add +70.4% | 8,685 | $505K |
| Capital Advisory Group Advisory Services, LLC | 0.24% | No change | 8,660 | $503K |
| MSH Capital Advisors LLC | 0.18% | Reduce -1.3% | 8,599 | $500K |
| Koshinski Asset Management, Inc. | 0.05% | Add +114.2% | 8,567 | $498K |
| Creative Planning | 0.00% | Reduce -18.7% | 8,538 | $496K |
| Signaturefd, LLC | 0.01% | Add +53.4% | 8,486 | $493K |
| Tranquility Partners, LLC | 0.19% | Add +9.4% | 8,450 | $491K |
| Obsidian Cio, LLC | 0.12% | Reduce -12.0% | 8,206 | $477K |
| Norris Financial Group, LLC | 0.26% | Reduce -26.1% | 8,193 | $476K |
| Savant Capital, LLC | 0.01% | New | 8,150 | $474K |
| Delta Investment Management, LLC | 0.11% | Add +28.2% | 8,027 | $466K |
| Choreo, LLC | 0.01% | Add +4.6% | 8,023 | $466K |
| Arkadios Wealth Advisors | 0.04% | Add +0.6% | 7,976 | $463K |
| Lion Street Advisors, LLC | 0.19% | No change | 8,859 | $461K |
| Fulton Breakefield Broenniman LLC | 0.04% | New | 7,919 | $460K |
| Trust Co. of Oklahoma | 0.16% | No change | 7,797 | $453K |
| Lanark Financial, Inc. | 0.04% | Add +22.0% | 7,750 | $451K |
| Private Portfolio Partners LLC | 0.09% | Add +5.3% | 7,729 | $449K |
| Coordinated Financial Services, Inc. | 0.40% | — | 7,724 | $449K |
| Crown Wealth Group, LLC | 0.23% | Reduce -41.4% | 7,684 | $447K |
| Jacobi Capital Management LLC | 0.04% | Add +35.0% | 7,664 | $445K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.4% | 7,535 | $438K |
| Ironwood Investment Management LLC | 0.21% | New | 7,500 | $436K |
| Coppell Advisory Solutions Corp. | 0.08% | — | 7,445 | $433K |
| Derbend Asset Management | 0.21% | Add +56.2% | 7,327 | $426K |
| Breakwater Capital Group | 0.11% | Add +26.5% | 7,289 | $424K |
| Wintrust Investments LLC | 0.04% | Add +0.2% | 7,268 | $422K |
| Hilltop Holdings Inc. | 0.05% | New | 7,245 | $421K |
| Rovin Capital /Ut/ | 0.17% | Add +39.4% | 7,031 | $409K |
| Wealth Management Associates, Inc. | 0.19% | Add +0.8% | 7,404 | $403K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 6,919 | $402K |
| Claro Advisors Inc. | 0.07% | Reduce -8.0% | 6,772 | $394K |
| Smart Money Group LLC | 0.15% | Reduce -33.2% | 7,145 | $392K |
| Signal Advisors Wealth, LLC | 0.10% | New | 6,603 | $384K |
| Ellerson Group Inc. | 0.29% | Add +20.9% | 6,595 | $383K |
| Mainstay Capital Management LLC | 0.07% | Reduce -81.8% | 6,446 | $375K |
| Powers Advisory Group, LLC | 0.21% | New | 6,445 | $375K |
| T. Rowe Price Associates Inc. | 0.00% | New | 6,386 | $372K |
| CFS Investment Advisory Services, LLC | 0.06% | New | 6,330 | $368K |
| Brass Tax Wealth Management, Inc. | 0.19% | — | 6,323 | $367K |
| Trust Point Inc. | 0.03% | No change | 6,284 | $365K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -78.0% | 6,281 | $365K |
| Ancora Advisors LLC | 0.01% | Add +29.7% | 6,208 | $361K |
| Essex Bank | 0.10% | No change | 6,916 | $360K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.8% | 6,176 | $359K |
| Diversified Trust Co. | 0.01% | New | 6,165 | $358K |
| Rothschild Capital Partners, LLC | 0.10% | Reduce -18.0% | 6,078 | $353K |
| ProVise Management Group, LLC | 0.03% | Reduce -39.5% | 6,072 | $353K |
| Virtue Capital Management, LLC | 0.06% | New | 6,212 | $352K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,026 | $350K |
| M3 Advisory Group, LLC | 0.32% | Add +13.3% | 6,001 | $349K |
| Independent Advisor Alliance | 0.01% | No change | 5,899 | $343K |
| Quad-Cities Investment Group, LLC | 0.20% | New | 5,877 | $342K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.1% | 5,865 | $341K |
| Front Row Advisors LLC | 0.12% | Add +7.6% | 5,758 | $335K |
| CW Advisors, LLC | 0.01% | Add +19.3% | 5,696 | $331K |
| Hofer & Associates. Inc | 0.28% | New | 5,672 | $330K |
| Emfo, LLC | 0.30% | No change | 5,623 | $327K |
| Spire Wealth Management | 0.01% | No change | 5,567 | $323K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.4% | 5,566 | $323K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -20.8% | 5,517 | $321K |
| Flputnam Investment Management Co. | 0.01% | New | 5,489 | $319K |
| Consolidated Portfolio Review Corp | 0.08% | Add +1.1% | 5,476 | $318K |
| Wunderlich Capital Managemnt | 0.14% | Reduce -9.3% | 5,442 | $316K |
| Lowery Thomas, LLC | 0.24% | Reduce -9.7% | 5,355 | $311K |
| WESPAC Advisors SoCal, LLC | 0.08% | Add +11.8% | 5,350 | $311K |
| Sachetta, LLC | 0.14% | No change | 5,800 | $302K |
| Continuum Advisory, LLC | 0.04% | Reduce -87.8% | 5,386 | $301K |
| Cahill Financial Advisors Inc. | 0.04% | New | 5,107 | $297K |
| Forte Capital LLC | 0.04% | Reduce -2.0% | 5,084 | $295K |
| Wagner Wealth Management, LLC | 0.09% | Reduce -3.6% | 4,924 | $286K |
| SFG Wealth Management, LLC. | 0.17% | Reduce -4.4% | 4,822 | $280K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 4,783 | $278K |
| Maripau Wealth Management LLC | 0.20% | New | 4,685 | $272K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +12.8% | 4,678 | $272K |
| Waverly Advisors, LLC | 0.01% | New | 4,638 | $269K |
| KPP Advisory Services LLC | 0.07% | New | 4,625 | $269K |
| Keystone Financial Group | 0.04% | New | 4,608 | $268K |
| Bleakley Financial Group, LLC | 0.01% | Add +3.9% | 4,485 | $261K |
| Simplicity Wealth,LLC | 0.01% | New | 4,485 | $261K |
| Sound View Wealth Advisors Group, LLC | 0.03% | New | 4,456 | $259K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +102.4% | 4,399 | $256K |
| WealthTrust Asset Management, LLC | 0.19% | Add +0.9% | 4,357 | $253K |
| Tiaa Trust, National Association | 0.00% | New | 4,326 | $251K |
| Greenleaf Trust | 0.00% | New | 4,298 | $250K |
| CRA Financial Services, LLC | 0.05% | New | 4,225 | $246K |
| Paragon Private Wealth Management, LLC | 0.14% | Reduce -1.0% | 4,162 | $242K |
| Empower Advisory Group, LLC | 0.00% | New | 4,042 | $235K |
| Up Strategic Wealth Investment Advisors LLC | 0.38% | No change | 4,023 | $234K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,985 | $232K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,985 | $232K |
| Farther Finance Advisors, LLC | 0.01% | Add +818.3% | 3,958 | $230K |
| Quadrature Capital Ltd | 0.00% | New | 3,916 | $228K |
| Embree Financial Group | 0.04% | No change | 3,895 | $226K |
| Santori & Peters, Inc. | 0.10% | New | 3,895 | $226K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -27.7% | 3,885 | $226K |
| Regal Investment Advisors LLC | 0.01% | New | 3,784 | $220K |
| Dogwood Wealth Management LLC | 0.15% | No change | 3,780 | $220K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -50.9% | 3,762 | $219K |
| Fisher Asset Management | 0.00% | New | 3,685 | $214K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,674 | $213K |
| Accel Wealth Management | 0.09% | New | 3,570 | $207K |
| Latitude Advisors, LLC | 0.13% | New | 3,501 | $203K |
| Quantinno Capital Management LP | 0.00% | Reduce -44.1% | 3,498 | $203K |
| M&T Bank Corp | 0.00% | New | 3,478 | $202K |
| Nordwand Advisors, LLC | 0.08% | No change | 3,411 | $198K |
| EPG Wealth Management LLC | 0.05% | New | 3,335 | $194K |
| Whittier Trust Co. | 0.00% | No change | 3,144 | $183K |
| ICA Group Wealth Management, LLC | 0.03% | Add +961.8% | 2,888 | $168K |
| Arax Advisory Partners | 0.02% | New | 2,743 | $159K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 2,657 | $154K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Add +3.5% | 2,570 | $149K |
| JTC Employer Solutions Trustee Ltd | 0.01% | New | 2,500 | $144K |
| Clear Point Advisors Inc. | 0.11% | Reduce -18.4% | 2,320 | $135K |
| Harbor Investment Advisory, LLC | 0.01% | New | 2,296 | $133K |
| TD Capital Management LLC | 0.01% | Add +52.4% | 2,109 | $123K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +173.4% | 2,075 | $121K |
| Asset Dedication, LLC | 0.01% | New | 2,069 | $120K |
| CENTRAL TRUST Co | 0.00% | No change | 2,032 | $118K |
| LRI Investments, LLC | 0.03% | — | 1,874 | $109K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 1,864 | $108K |
| MidAtlantic Capital Management, Inc. | 0.09% | No change | 1,733 | $101K |
| McIlrath & Eck, LLC | 0.02% | Add +1.0% | 1,715 | $100K |
| Orion Capital Management LLC | 0.05% | No change | 1,700 | $99K |
| Avior Wealth Management, LLC | 0.00% | Add +14.6% | 1,590 | $92K |
| Crewe Advisors LLC | 0.01% | Add +124.6% | 1,581 | $92K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,568 | $91K |
| HBC Financial Services, PLLC | 0.06% | Add +78.4% | 1,606 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,431 | $83K |
| Webster Bank, N. A. | 0.01% | No change | 1,420 | $83K |
| Anchor Investment Management, LLC | 0.01% | Reduce -9.4% | 1,343 | $78K |
| Cutler Group LLC / CA | 0.04% | New | 1,333 | $77K |
| First Horizon Advisors, Inc. | 0.00% | Add +32.8% | 1,154 | $67K |
| Hilltop National Bank | 0.02% | — | 1,100 | $64K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -54.0% | 1,076 | $63K |
| Glassman Wealth Services | 0.01% | New | 1,010 | $59K |
| S.A. Mason LLC | 0.04% | New | 1,005 | $58K |
| HHM Wealth Advisors, LLC | 0.01% | Add +60.3% | 978 | $57K |
| PFG Private Wealth Management, LLC | 0.04% | No change | 967 | $56K |
| Pineridge Advisors LLC | 0.02% | Add +100.7% | 903 | $52K |
| Scarborough Advisors, LLC | 0.02% | No change | 868 | $50K |
| Register Financial Advisors LLC | 0.02% | New | 700 | $41K |
| Capital Analysts, LLC | 0.00% | No change | 664 | $39K |
| Global Trust Asset Management, LLC | 0.02% | New | 670 | $39K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 657 | $38K |
| Tidemark, LLC | 0.02% | No change | 633 | $37K |
| VitalStone Financial, LLC | 0.03% | Add +8.9% | 609 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +5.9% | 574 | $33K |
| Simplex Trading, LLC | 0.00% | Reduce -85.3% | 524 | $30K |
| Investors Research Corp | 0.01% | No change | 496 | $29K |
| WealthShield Partners, LLC | 0.00% | Reduce -30.6% | 487 | $28K |
| Colonial Trust Advisors | 0.00% | New | 480 | $28K |
| Matrix Trust Co | 0.01% | New | 468 | $27K |
| SRH Advisors, LLC | 0.01% | New | 445 | $26K |
| Caitlin John, LLC | 0.02% | Reduce -35.2% | 376 | $22K |
| FSA Wealth Management LLC | 0.01% | No change | 363 | $21K |
| Optimum Investment Advisors | 0.01% | No change | 350 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 346 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -71.5% | 325 | $19K |
| NorthRock Partners, LLC | 0.00% | Add +243.0% | 319 | $19K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 306 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +189.1% | 292 | $17K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 290 | $17K |
| NFSG Corp | 0.01% | Reduce -97.2% | 268 | $16K |
| Retirement Group, LLC | 0.01% | Reduce -18.6% | 285 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 236 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 230 | $13K |
| Founders Financial Alliance, LLC | 0.00% | New | 200 | $12K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $12K |
| Bokf, NA | 0.00% | No change | 161 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 155 | $9K |
| Castleview Partners, LLC | 0.00% | Reduce -96.6% | 138 | $8K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 95 | $6K |
| Sound Financial Strategies Group, LLC | 0.00% | No change | 83 | $5K |
| Winch Advisory Services, LLC | 0.00% | Reduce -68.8% | 73 | $4K |
| First Manhattan Co. Llc. | 0.00% | No change | 67 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 60 | $3K |
| Goodman Advisory Group, LLC | 0.00% | New | 54 | $3K |
| MV Capital Management, Inc. | 0.00% | New | 54 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 50 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -89.3% | 46 | $3K |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -52.2% | 44 | $3K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -80.3% | 43 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -92.3% | 30 | $2K |
| Atticus Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| Activest Wealth Management | 0.00% | Add +5.6% | 19 | $1K |
"% of holder's portfolio" is COWZ's weight in each manager's 13F, not the share of Pacer US Cash Cows 100 ETF the manager owns.