Pacer US Cash Cows 100 ETFCOWZETF

13F holders, Q3 2024 (September 30)
759holders +2
54new positions
54sold out
7famous investors
$57.91avg. 13F price*

At the end of Q3 2024, 759 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 2 from Q2 2024. 54 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($3.7B), Morgan Stanley ($1.6B) and LPL Financial LLC ($1.1B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer US Cash Cows 100 ETF
Filed as
PACER FDS TR (Q3 2024)
CUSIP
69374H881
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 725Q1 2024Q2 2024: 757Q2 2024Q3 2024: 759Q3 2024Q4 2024: 855Q4 2024Q1 2025: 836Q1 2025Q2 2025: 803Q2 2025Q3 2025: 792Q3 2025Q4 2025: 848Q4 2025Q1 2026: 883Q1 2026Q2 2026: 864Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions54$39.7M
Exits54$159.3M

All 13F filers, Q2 2024 → Q3 2024: 14,114,260 shares bought and 12,106,078 shares sold, net +2,008,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 759 holders

Bank of America Corp. 0.33% Add +1.6% 64,675,567 $3.7B
Morgan Stanley 0.12% Add +2.1% 28,181,752 $1.6B
LPL Financial LLC 0.51% Add +6.1% 19,767,214 $1.1B
Northwestern Mutual Wealth Management Co. 0.73% Add +0.1% 14,182,678 $820.2M
Wells Fargo & Company 0.16% Add +0.8% 11,405,445 $659.6M
Ameriprise Financial Inc. 0.14% Add +5.7% 9,226,016 $533.5M
Osaic Holdings, Inc. 1.11% Reduce -3.1% 8,488,067 $491.0M
UBS Group AG 0.12% Reduce -10.7% 7,616,252 $440.4M
Raymond James & Associates 0.26% Add +7.5% 7,235,912 $418.5M
Envestnet Asset Management Inc. 0.13% Add +10.6% 7,082,878 $409.6M
Raymond James Financial Services Advisors, Inc. 0.52% Add +0.8% 6,786,907 $392.5M
Royal Bank of Canada 0.07% Add +1.2% 5,768,103 $333.6M
Commonwealth Equity Services, LLC 0.46% Add +8.3% 5,261,767 $304.3M
Cetera Investment Advisers 0.58% Add +5.2% 4,575,334 $264.6M
Cambridge Investment Research Advisors, Inc. 0.89% Add +3.4% 4,499,990 $260.2M
Avantax Advisory Services, Inc. 0.95% Add +48.3% 2,494,334 $144.2M
MML Investors Services, LLC 0.47% Add +5.1% 2,214,276 $128.1M
Wealth Enhancement Advisory Services, LLC 0.23% Add +6.3% 1,888,102 $109.2M
Stifel Financial Corp. 0.11% Add +10.2% 1,867,702 $108.0M
HighTower Advisors, LLC 0.15% Add +4.1% 1,799,981 $104.1M
Carlson Capital Management 4.25% Add +5.8% 1,731,824 $100.2M
Kestra Advisory Services, LLC 0.51% Reduce -5.5% 1,613,638 $93.3M
Requisite Capital Management, LLC 16.49% Add +8.5% 1,357,350 $78.8M
Mariner, LLC 0.13% Add +39.0% 1,236,303 $71.5M
Baird Financial Group, Inc. 0.13% Add +4.7% 1,195,885 $69.2M
Sanctuary Advisors, LLC 0.42% Reduce -1.7% 1,096,370 $66.6M
Truist Financial Corp. 0.09% Add +12.4% 1,013,711 $58.6M
Orion Porfolio Solutions, LLC 0.57% Reduce -3.3% 992,725 $57.4M
Orion Portfolio Solutions, LLC 0.57% Reduce -3.3% 992,725 $57.4M
Traphagen Investment Advisors LLC 5.76% Add +2.5% 987,448 $57.1M
Steward Partners Investment Advisory, LLC 0.52% Add +8.5% 978,158 $56.6M
Equitable Holdings, Inc. 0.52% Add +6.3% 930,989 $53.8M
Capital Asset Advisory Services LLC 2.60% Add +3.1% 902,496 $52.1M
Thrivent Financial for Lutherans 0.10% Add +230.0% 884,559 $51.2M
Axxcess Wealth Management, LLC 1.27% Reduce -20.1% 871,164 $50.4M
Atria Wealth Solutions, Inc. 0.54% Add +1.8% 863,901 $50.1M
Modern Wealth Management, LLC 3.07% Add +95.2% 864,492 $50.0M
Sfmg, LLC 3.97% Add +1.4% 846,228 $48.9M
Rockefeller Capital Management L.P. 0.13% Reduce -14.7% 828,108 $47.9M
Northeast Financial Consultants Inc 2.07% Reduce -1.6% 816,791 $47.2M
Private Advisor Group, LLC 0.29% Reduce -6.3% 813,725 $47.1M
RVW Wealth, LLC 4.22% Reduce -1.1% 784,980 $45.4M
O'Brien Wealth Partners LLC 8.82% Add +2.9% 777,927 $45.0M
Intelligence Driven Advisers, LLC 6.25% Reduce -8.9% 756,258 $43.7M
Citigroup Inc. 0.04% Add +3.0% 735,475 $42.5M
Evensky & Katz LLC 2.76% Add +2.6% 734,201 $42.5M
Provident Wealth Management, LLC 13.96% Add +8.1% 707,475 $40.9M
Foundations Investment Advisors, LLC 0.81% Reduce -4.8% 663,997 $38.4M
Edge Capital Group, LLC 1.66% Reduce -1.4% 646,936 $37.4M
Oppenheimer & Co. Inc. 0.57% Reduce -9.7% 642,940 $37.2M
Jones Financial Companies LLLP 0.04% Add +110.1% 591,634 $34.2M
Onyx Bridge Wealth Group LLC 5.15% Add +20.0% 590,242 $34.1M
Sigma Planning Corp 1.04% Reduce -7.8% 584,321 $33.8M
Correct Capital Wealth Management 7.43% Add +11.5% 580,422 $33.6M
Wealthcare Advisory Partners LLC 0.94% Add +3.2% 568,377 $32.9M
Kestra Private Wealth Services, LLC 0.59% Add +12.7% 557,582 $32.2M
Cooper Financial Group 4.17% Add +8.0% 555,575 $32.1M
Affinity Wealth Management LLC 5.67% Add +0.9% 552,421 $31.9M
Wilmington Savings Fund Society, FSB 0.57% Reduce -5.5% 548,408 $31.7M
Focus Partners Wealth 0.10% Reduce -90.2% 97,179 $31.4M
Synovus Financial Corp. 0.35% Add +213.7% 525,452 $30.4M
Hollencrest Capital Management 1.25% Reduce -1.2% 522,866 $30.2M
D.A. Davidson & Co. 0.24% Add +3.0% 499,033 $28.9M
Certified Advisory Corp 3.13% Add +6.4% 487,799 $28.2M
Brio Consultants, LLC 4.48% Add +0.3% 486,579 $28.1M
Thoroughbred Financial Services, LLC 1.80% Add +6.2% 481,473 $27.8M
Retirement Planning Group, LLC 1.44% Reduce -6.2% 455,905 $26.4M
Wealth Group Ltd 7.63% Add +4.0% 453,381 $26.2M
Sage Advisory Services, Ltd.Co. 7.34% No change 479,945 $26.2M
Grant Street Asset Management, Inc. 7.65% Add +0.9% 451,857 $26.1M
Independent Financial Group, LLC 0.95% Add +4.7% 446,931 $25.8M
Comerica Bank 0.10% Reduce -1.3% 444,422 $25.7M
MAI Capital Management 0.24% Add +0.5% 438,656 $25.4M
Paragon Capital Management Ltd 4.99% Add +1.7% 437,787 $25.3M
Atria Investments, Inc 0.31% Reduce -6.5% 428,950 $24.8M
WR Wealth Planners, LLC 6.88% Reduce -5.1% 427,750 $24.7M
JPMorgan Chase & Co. 0.00% Reduce -0.9% 425,812 $24.6M
Unique Wealth, LLC 5.63% Reduce -16.9% 425,363 $24.6M
Bank of New York Mellon Corp 0.00% Add +9.5% 422,280 $24.4M
Goldstein Advisors, LLC 3.63% Reduce -16.3% 413,016 $23.9M
Wiser Wealth Management, Inc 6.83% Reduce -4.0% 411,926 $23.8M
Cora Capital Advisors LLC 11.67% Add +2.5% 409,407 $23.7M
Great Valley Advisor Group, Inc. 0.57% Reduce -5.6% 402,742 $23.3M
PFG Advisors 1.45% Reduce -23.7% 396,274 $22.9M
Apexium Financial, LP 1.50% Add +11.9% 391,270 $22.7M
Foster Victor Wealth Advisors, LLC 1.81% Add +0.3% 389,756 $22.6M
IAM Advisory, LLC 5.72% Add +0.9% 391,073 $22.6M
Teamwork Financial Advisors, LLC 3.09% Reduce -1.4% 385,967 $22.3M
Harbour Investments, Inc. 0.66% Add +0.3% 381,451 $22.1M
HBW Advisory Services LLC 3.20% Add +102.1% 378,734 $21.9M
Captrust Financial Advisors 0.07% Add +2.7% 378,490 $21.9M
Corient Private Wealth LP 0.03% Reduce -49.3% 374,093 $21.6M
NewEdge Advisors, LLC 0.14% Add +15.0% 372,428 $21.5M
Clark Capital Management Group, Inc. 0.14% Reduce -33.6% 350,703 $20.3M
CMC Financial Group 29.73% Reduce -6.9% 349,763 $20.2M
Stratos Wealth Partners, LTD. 0.29% Add +11.0% 346,000 $20.0M
Smith, Moore & Co. 1.89% Add +0.8% 341,315 $19.7M
Oxford Wealth Group, LLC 16.05% Reduce -20.9% 341,167 $19.7M
Capital Advisors Wealth Management, LLC 3.57% Add +3.8% 334,736 $19.4M
Sanchez Wealth Management Group 5.87% Add +4.6% 333,084 $19.3M
Aprio Wealth Management, LLC 3.03% Reduce -6.6% 328,115 $19.0M
Socha Financial Group, LLC 8.19% Add +2.5% 326,597 $18.9M
WealthPLAN Partners, LLC 2.51% Add +0.3% 323,467 $18.7M
Pacer Advisors, Inc. 0.04% Add +0.8% 321,386 $18.6M
Cwm, LLC 0.08% Add +16.6% 318,193 $18.4M
Concurrent Investment Advisors, LLC 0.53% Add +7.5% 311,645 $18.0M
Procyon Advisors, LLC 1.20% Add +1.3% 302,356 $17.5M
Hudock, Inc. 3.02% Add +1.9% 301,957 $17.5M
Regimen Wealth, LLC 5.45% Add +0.8% 291,075 $16.8M
J.W. Cole Advisors, Inc. 0.70% Reduce -2.3% 290,563 $16.8M
IHT Wealth Management, LLC 0.47% Add +46.9% 288,870 $16.7M
Prospera Financial Services Inc 0.43% Add +8.0% 288,120 $16.7M
Bryn Mawr Trust Advisors, LLC 0.87% Add +10.9% 278,929 $16.1M
ODonnell Financial Services, LLC 6.51% Reduce -36.0% 276,901 $16.0M
Mgo One Seven LLC 0.69% Reduce -2.0% 275,468 $15.9M
Csenge Advisory Group 0.81% Reduce -4.9% 266,083 $15.5M
Columbia Advisory Partners LLC 14.68% Reduce -5.4% 268,002 $15.5M
Cerity Partners LLC 0.03% Reduce -13.0% 267,444 $15.5M
Clay Northam Wealth Management, LLC 10.48% Add +25.9% 263,418 $15.2M
Benchmark Financial Wealth Advisors, LLC 4.74% Add +8.3% 245,866 $14.2M
&partners 0.27% Add +420.8% 245,166 $14.2M
Envestnet Portfolio Solutions, Inc. 0.05% Add +10.1% 243,138 $14.1M
Financial Partners Group, Inc 2.08% Reduce -8.0% 242,799 $14.0M
Financial Planning & Information Services, Inc. 1.93% Add +3.1% 242,566 $14.0M
Heck Capital Advisors, LLC 1.61% Reduce -2.9% 241,643 $14.0M
Ballast, Inc. 3.93% Add +2.9% 239,684 $13.9M
PSI Advisors, LLC 3.99% Add +9.1% 235,557 $13.6M
American Planning Services, Inc. 10.69% Reduce -2.2% 233,593 $13.5M
B. Riley Wealth Advisors, Inc. 0.37% Reduce -13.8% 232,439 $13.5M
DAVENPORT & Co LLC 0.08% Add +7.9% 231,814 $13.4M
Meridian Wealth Management, LLC 0.65% Add +18.6% 227,782 $13.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.98% Reduce -3.4% 226,192 $13.1M
Kraft, Davis & Associates, LLC 3.89% Reduce -3.0% 229,043 $13.0M
Financial Advocates Investment Management 0.74% Add +1.2% 225,114 $13.0M
Adapt Wealth Advisors, LLC 6.92% Add +2.9% 223,756 $12.9M
Beaumont Financial Advisors, LLC 1.00% Add +1.7% 222,201 $12.8M
Madrona Financial Services, LLC 3.56% Add +10.6% 221,430 $12.8M
Global Retirement Partners, LLC 0.38% Add +0.8% 214,933 $12.4M
Instrumental Wealth, LLC 12.10% Add +3.9% 212,029 $12.4M
Moneco Advisors, LLC 1.53% Add +29.9% 212,311 $12.3M
Belpointe Asset Management LLC 0.73% Add +14.1% 211,777 $12.2M
Wedbush Securities Inc. 0.45% Add +2.0% 210,723 $12.2M
Moneywise, Inc. 5.99% Reduce -6.0% 210,470 $12.2M
Creative Financial Designs Inc. 1.01% Add +9.0% 207,713 $12.0M
Mercer Global Advisors Inc. 0.03% Reduce -33.2% 207,720 $12.0M
Principal Securities, Inc. 0.29% Reduce -4.3% 206,271 $11.9M
Fifth Third Bancorp 0.04% Add +27.2% 205,908 $11.9M
Sepio Capital, LP 0.93% Reduce -25.4% 205,816 $11.9M
Level Four Advisory Services, LLC 0.50% Reduce -1.8% 208,860 $11.9M
Altus Wealth Group LLC 4.98% Add +21.7% 201,524 $11.7M
Longview Financial Advisors, Inc. 8.53% Add +1.0% 201,328 $11.6M
Venture Visionary Partners LLC 0.52% Add +9.9% 201,263 $11.6M
Cozad Asset Management Inc. 1.08% Add +11.0% 195,936 $11.3M
SPC Financial, Inc. 0.99% Add +2.0% 194,914 $11.3M
Owen LaRue, LLC 5.93% Reduce -1.7% 193,059 $11.2M
Advisory Alpha, LLC 0.39% Add +11.1% 191,699 $11.1M
Swisher Financial Concepts, Inc. 6.90% Add +25.4% 190,607 $11.0M
Cyr Financial Inc. 10.19% Add +2.8% 188,709 $10.9M
Compound Planning, Inc. 0.68% Add +15.5% 188,236 $10.9M
Investment Advisory Services Inc. /TX 3.80% Add +18.6% 185,990 $10.8M
Holland Advisory Services, Inc. 14.02% Reduce -17.2% 185,410 $10.7M
Plan Group Financial, LLC 5.63% Add +5.8% 184,539 $10.7M
Chicago Wealth Management, Inc. 5.64% Reduce -1.8% 182,871 $10.6M
Burns Matteson Capital Management, LLC 5.91% Add +0.6% 182,155 $10.5M
Ted Buchan & Co 4.93% Add +22.2% 179,731 $10.4M
Aspire Wealth Management Corp 5.54% Add +8.3% 177,977 $10.3M
KilterHowling LLC 6.45% Add +2.6% 177,705 $10.3M
Gerber, LLC 7.52% Reduce -3.0% 177,004 $10.2M
Geneos Wealth Management Inc. 0.39% Add +22.0% 176,270 $10.2M
Calton & Associates, Inc. 3.88% Add +116.8% 175,417 $10.1M
IFP Advisors, Inc 0.36% Add +32.2% 174,859 $10.1M
Cornerstone Planning Group LLC 2.65% New 175,209 $10.0M
Prosperity Consulting Group, LLC 0.78% Add +111.8% 172,750 $10.0M
Stratos Wealth Advisors, LLC 0.46% Add +14.8% 172,201 $10.0M
Advisory Services Network, LLC 0.20% No change 178,560 $9.7M
American Alpha Advisors, LLC 9.06% — 167,110 $9.7M
Pacific Wealth Management 4.42% Add +3.9% 164,467 $9.5M
Aptus Capital Advisors, LLC 0.14% Add +4.5% 162,306 $9.4M
U.S. Capital Wealth Advisors, LLC 0.33% Add +0.5% 162,064 $9.4M
World Investment Advisors 0.29% Add +2.7% 160,023 $9.3M
Avaii Wealth Management, LLC 4.67% Add +8.6% 159,794 $9.2M
RFG Advisory, LLC 0.28% Add +12.0% 157,430 $9.1M
XML Financial, LLC 0.83% Add +20.1% 154,964 $9.0M
Nations Financial Group Inc, /Ia/ 0.64% Add +37.5% 151,857 $8.8M
Echo Wealth Management, LLC 6.12% Reduce -0.3% 150,703 $8.8M
Mma Asset Management LLC 2.32% Add +36.6% 163,653 $8.7M
Clarus Wealth Advisors 4.36% Reduce -1.6% 146,837 $8.6M
Strategic Equity Management 4.01% Add +69.9% 146,299 $8.5M
Fermata Advisors, LLC 1.69% Add +2.5% 144,358 $8.3M
Presidio Capital Management, LLC 5.27% Add +6.7% 142,459 $8.2M
Jefferies Financial Group Inc. 0.14% Add +0.4% 141,926 $8.2M
Oxler Private Wealth LLC 2.85% Add +1.2% 141,384 $8.2M
Integrated Wealth Concepts LLC 0.10% Reduce -2.4% 138,806 $8.0M
LWM Advisory Services, LLC 5.92% Reduce -3.9% 138,206 $8.0M
McAlister, Sweet & Associates, Inc. 6.59% Reduce -46.3% 137,976 $8.0M
Mitchell McLeod Pugh & Williams Inc. 1.66% Add +11.4% 137,225 $7.9M
Parcion Private Wealth LLC 0.66% Add +6.9% 136,690 $7.9M
Tamar Securities, LLC 1.11% Add +5.2% 136,193 $7.9M
Per Stirling Capital Management, LLC. 1.08% Reduce -24.9% 134,507 $7.8M
Chicago Partners Investment Group LLC 0.28% Reduce -7.1% 135,686 $7.8M
AllGen Financial Advisors, Inc. 2.50% Add +105.2% 133,012 $7.7M
EverSource Wealth Advisors, LLC 0.49% Add +1.8% 132,522 $7.7M
MBL Wealth, LLC 0.82% Reduce -20.8% 132,156 $7.6M
BlueChip Wealth Advisors LLC 3.97% Add +12.9% 131,085 $7.6M
Commonwealth Financial Services, LLC 1.49% Add +6.3% 130,599 $7.5M
Searcy Financial Services Inc. 3.53% Add +1.0% 130,100 $7.5M
Accordant Advisory Group Inc 8.32% Add +6.3% 129,345 $7.5M
Trademark Financial Management, LLC 5.90% Reduce -10.3% 128,560 $7.4M
Clear Creek Financial Management, LLC 0.84% Reduce -5.0% 128,304 $7.4M
Concourse Financial Group Securities, Inc. 0.43% Reduce -5.2% 125,793 $7.3M
IVC Wealth Advisors LLC 3.97% Add +3.6% 125,560 $7.3M
Financial Guidance Group, Inc. 4.23% Add +6.2% 125,329 $7.2M
Nilsine Partners, LLC 0.92% Add +1.6% 123,364 $7.1M
Moors & Cabot, Inc. 0.35% Add +9.8% 122,541 $7.1M
USAdvisors Wealth Management, LLC 2.46% Add +8.7% 121,856 $7.0M
Flagship Harbor Advisors, LLC 0.38% Reduce -10.4% 120,863 $7.0M
Team Financial Group, LLC 4.14% Add +1.3% 120,468 $7.0M
Trustmark Bank Trust Department 0.52% Add +11.4% 119,919 $6.9M
RiverTree Advisors, LLC 4.69% Reduce -8.9% 119,586 $6.9M
Mainsail Financial Group, LLC 4.10% Add +14.8% 118,989 $6.9M
Ameritas Advisory Services, LLC 0.29% Add +3.4% 116,879 $6.8M
Perennial Investment Advisors, LLC 0.87% Add +6.6% 115,310 $6.7M
Modus Advisors, LLC 2.18% Reduce -0.4% 114,748 $6.6M
FWG Holdings, LLC 3.26% Reduce -35.3% 113,848 $6.6M
Aveo Capital Partners, LLC 0.69% Reduce -0.8% 113,103 $6.5M
Financial Management Network Inc. 1.36% Add +0.4% 111,383 $6.5M
Blair William & Co. 0.02% Add +11.6% 112,326 $6.5M
One Plus One Wealth Management, LLC 3.85% Reduce -0.5% 112,273 $6.5M
Aspire Capital Advisors LLC 1.93% Add +2.6% 111,746 $6.5M
WealthPlan Investment Management, LLC 0.64% Add +9.4% 108,604 $6.3M
HB Wealth Management, LLC 0.07% Reduce -6.7% 107,440 $6.2M
Fiduciary Alliance LLC 0.82% Add +31.2% 106,086 $6.1M
Copley Financial Group, Inc. 5.55% — 105,666 $6.1M
Centaurus Financial, Inc. 0.39% Reduce -2.5% 105,283 $6.1M
Benjamin Edwards Inc. 0.09% Add +213.6% 104,791 $6.1M
Perissos Private Wealth Management, LLC 4.86% Add +7.0% 104,614 $6.0M
Cresset Asset Management, LLC 0.02% Add +11.3% 102,983 $6.0M
Evolution Wealth Advisors, LLC 1.07% Add +8.7% 102,681 $5.9M
Castle Wealth Management LLC 2.32% Reduce -2.3% 99,918 $5.8M
Park Avenue Securities LLC 0.07% Reduce -10.8% 100,079 $5.8M
Granby Capital Management, LLC 2.99% No change 100,000 $5.8M
Founders Financial Securities LLC 0.53% Reduce -5.0% 99,921 $5.8M
Kickstand Ventures, Llc. 1.45% Add +2.7% 97,945 $5.7M
Aberdeen Group plc 0.01% Reduce -31.9% 96,947 $5.6M
American Financial & Tax Strategies Inc. 2.81% Add +6.9% 95,877 $5.5M
Code Waechter LLC 5.28% — 95,756 $5.5M
Patriot Financial Group Insurance Agency, LLC 0.74% Reduce -57.5% 95,307 $5.5M
Raymond James Trust N.A. 0.12% Add +12.1% 95,270 $5.5M
Grant/GrossMendelsohn, LLC 2.37% Add +0.1% 94,796 $5.5M
Fidelis Capital Partners, LLC 0.65% Add +19.1% 95,019 $5.4M
AdvisorNet Financial, Inc 0.40% Add +6.5% 93,617 $5.4M
Susquehanna International Group, LLP 0.01% Add +361.2% 92,102 $5.3M
First Heartland Consultants, Inc. 0.57% Reduce -45.6% 91,996 $5.3M
Beacon Investment Advisory Services, Inc. 0.22% Reduce -0.3% 91,575 $5.3M
Pinnacle Financial Partners Inc 0.11% Add +56.8% 91,498 $5.3M
Titleist Asset Management, LLC 0.77% Reduce -1.9% 91,413 $5.3M
Bridge Advisory, LLC 2.49% Add +2.5% 90,349 $5.2M
Campbell Capital Management Inc. 2.05% Reduce -1.0% 89,645 $5.2M
Schwarz Dygos Wheeler Investment Advisors LLC 1.29% Add +1.1% 89,542 $5.2M
Anson Capital, Inc. 4.56% Add +14.4% 88,203 $5.1M
Carolinas Wealth Consulting LLC 0.91% Add +3.5% 86,566 $5.0M
FDx Advisors, Inc. 1.36% Add +4.7% 86,080 $5.0M
Kingsview Wealth Management, LLC 0.10% Add +21.4% 86,030 $5.0M
Fairscale Capital, LLC 4.33% Reduce -2.4% 85,059 $4.9M
Perigon Wealth Management, LLC 0.13% Reduce -20.5% 84,960 $4.9M
Next Level Private LLC 1.99% Reduce -2.2% 83,880 $4.9M
Cary Street Partners Investment Advisory LLC 0.18% Add +10.8% 83,415 $4.8M
Qube Research & Technologies Ltd 0.01% Reduce -34.2% 82,215 $4.8M
West Bancorporation Inc. 3.17% Add +9.5% 82,188 $4.8M
StoneX Group Inc. 0.35% Reduce -5.1% 81,639 $4.7M
IFG Advisory, LLC 0.30% Add +4.8% 81,017 $4.7M
Trilogy Capital Inc. 0.24% Add +2.4% 80,906 $4.7M
Fagan Associates, Inc. 0.77% Add +4.5% 79,456 $4.6M
PCG Wealth Advisors, LLC 1.77% Add +2.5% 79,206 $4.6M
Prairie Sky Financial Group LLC 2.59% Add +10.7% 78,803 $4.6M
Kolinsky Wealth Management, LLC 2.92% Add +2.6% 77,548 $4.5M
Merit Financial Group, LLC 0.10% Reduce -12.1% 77,243 $4.5M
Annex Advisory Services, LLC 0.14% Reduce -96.9% 76,504 $4.4M
First PREMIER Bank 1.10% Add +2.4% 76,323 $4.4M
Madison Park Capital Advisors, LLC 3.24% Add +1.6% 74,740 $4.3M
JBR Co Financial Management Inc 2.82% Add +0.0% 74,420 $4.3M
Journey Strategic Wealth LLC 0.16% Add +347.7% 73,780 $4.3M
Strategic Family Wealth Counselors, L.L.C. 1.49% Add +11.7% 73,616 $4.3M
Pine Valley Investments Ltd Liability Co 0.29% Reduce -6.1% 72,657 $4.2M
EPG Wealth Management LLC 1.06% Add +0.0% 72,396 $4.2M
Future Financial Wealth Managment LLC 2.98% Add +4.0% 72,158 $4.2M
Insight Advisors, LLC/ PA 0.72% Reduce -6.7% 71,423 $4.1M
Cornerstone Advisory, LLC 0.54% Reduce -5.4% 71,383 $4.1M
Lane & Associates LLC 2.24% Add +24.8% 71,131 $4.1M
Pinnacle Wealth Management Group, Inc. 2.59% Add +17.4% 70,998 $4.1M
Tyler-Stone Wealth Management 0.77% Add +100.0% 70,192 $4.1M
Private Client Services, LLC 2.15% Add +4.5% 69,059 $4.0M
Penobscot Wealth Management 2.15% Add +6.4% 68,925 $4.0M
Schmidt P J Investment Management Inc. 0.68% Reduce -12.3% 68,577 $4.0M
CoreCap Advisors, LLC 0.19% Add +7.1% 68,489 $4.0M
Goldman Sachs Group Inc. 0.00% Reduce -4.5% 68,377 $4.0M
Ausdal Financial Partners, Inc. 0.41% Add +32.8% 68,216 $3.9M
CreativeOne Wealth, LLC 0.13% Add +116.3% 66,538 $3.8M
S. R. Schill & Associates 2.71% Reduce -5.0% 66,286 $3.8M
Apollon Wealth Management, LLC 0.11% Reduce -18.9% 66,204 $3.8M
Fortem Financial Group, LLC 1.55% Reduce -18.4% 65,991 $3.8M
3EDGE Asset Management, LP 0.27% Reduce -42.6% 64,772 $3.7M
Good Life Advisors, LLC 0.23% Add +3.7% 64,619 $3.7M
Lodestone Wealth Management LLC 1.85% Add +22.8% 63,821 $3.7M
McKinley Carter Wealth Services, Inc. 0.22% Reduce -3.5% 63,261 $3.7M
Fortis Advisors, LLC 2.37% Reduce -6.0% 63,198 $3.7M
Centric Wealth Management 0.97% Reduce -37.5% 61,199 $3.7M
Bedel Financial Consulting, Inc. 0.51% Add +5.6% 63,054 $3.6M
Spectrum Strategic Capital Management, LLC 2.44% Add +27.2% 62,096 $3.6M
Symphony Financial Services, Inc. 3.03% Add +7.3% 61,520 $3.6M
Y-Intercept (Hong Kong) Ltd 0.21% New 60,653 $3.5M
Lunt Capital Management, Inc. 1.63% Add +34.6% 60,325 $3.5M
Focus Financial Network, Inc. 0.14% Add +20.4% 60,011 $3.5M
Main Street Financial Solutions, LLC 0.32% Reduce -64.9% 59,496 $3.4M
Lionsbridge Wealth Management LLC 2.71% Reduce -1.3% 59,211 $3.4M
Leavell Investment Management, Inc. 0.17% Add +9.5% 58,644 $3.4M
Brookstone Capital Management 0.05% Reduce -6.0% 57,269 $3.3M
Cohen & Steers, Inc. 0.01% No change 56,609 $3.3M
Valtinson Bruner Financial Planning LLC 1.14% Reduce -0.9% 56,553 $3.3M
TAP Consulting, LLC 0.64% Add +7.1% 56,329 $3.3M
Verus Capital Partners, LLC 0.32% Add +54.0% 56,324 $3.3M
Glen Eagle Advisors, LLC 0.55% Add +4.8% 56,152 $3.2M
Firestone Capital Management 0.81% Add +16.1% 56,069 $3.2M
US Bancorp \de 0.00% Add +9.8% 55,529 $3.2M
Betterment LLC 0.01% Add +31.0% 55,295 $3.2M
Avalon Capital Management 0.96% Reduce -0.6% 55,087 $3.2M
Secure Asset Management, LLC 0.53% Reduce -8.4% 54,695 $3.2M
SFI Advisors, LLC 2.25% Add +1.8% 54,610 $3.2M
Royal Harbor Partners, LLC 1.22% New 54,464 $3.1M
Nvest Financial, LLC 1.79% Add +13.1% 54,108 $3.1M
Atlas Wealth LLC 1.99% Add +16.6% 54,042 $3.1M
WNY Asset Management, LLC 0.36% Add +10.4% 53,858 $3.1M
OneDigital Investment Advisors LLC 0.04% Reduce -0.4% 53,734 $3.1M
Gotham Asset Management 0.03% Add +6.2% 53,552 $3.1M
Diversified Trust Co. 0.08% Add +864.5% 53,345 $3.1M
Cerro Pacific Wealth Advisors LLC 1.17% Add +2.3% 56,585 $3.1M
Stapp Wealth Management, PLLC 4.96% Add +3.6% 53,101 $3.1M
Nwam LLC 0.19% New 52,986 $3.1M
49 Wealth Management, LLC 0.49% Reduce -87.9% 51,792 $3.0M
Comprehensive Financial Consultants Institutional, Inc. 1.09% Reduce -1.0% 51,439 $3.0M
Money Concepts Capital Corp. 0.22% Add +5.8% 49,787 $2.9M
ORG Partners LLC 0.46% Reduce -37.7% 49,615 $2.9M
Smart Portfolios, LLC 2.82% Reduce -13.4% 47,875 $2.8M
Capasso Planning Partners LLC 0.81% Reduce -21.9% 47,566 $2.8M
Smith Thornton Advisors LLC 1.80% Add +3.3% 47,414 $2.7M
Cornerstone Wealth Management, LLC 0.19% Reduce -8.7% 46,790 $2.7M
KPP Advisory Services LLC 0.64% Add +152.6% 46,379 $2.7M
Focus Partners Advisor Solutions, LLC 0.06% Add +38.9% 45,821 $2.6M
BCS Wealth Management 1.11% Add +1.7% 45,283 $2.6M
New Century Financial Group, LLC 0.95% Reduce -0.6% 45,046 $2.6M
Laidlaw Wealth Management LLC 1.27% New 44,549 $2.6M
Bison Wealth, LLC 0.41% Reduce -25.9% 44,470 $2.6M
Fortis Capital Management LLC 0.52% Add +48.4% 44,445 $2.6M
Lokken Investment Group LLC 1.07% Add +0.9% 44,444 $2.6M
Farther Finance Advisors, LLC 0.10% Add +48.9% 44,106 $2.6M
Householder Group Estate & Retirement Specialist, LLC 0.73% Add +2.7% 43,343 $2.5M
Dana Investment Advisors, Inc. 0.08% Reduce -0.6% 43,326 $2.5M
Philip James Wealth Mangement, LLC 0.32% Add +6.5% 43,308 $2.5M
Sandbox Financial Partners, LLC 0.89% Add +7.3% 43,256 $2.5M
National Wealth Management Group, LLC 1.69% Add +9.9% 43,248 $2.5M
Brown Advisory Inc. 0.00% Add +309.2% 43,060 $2.5M
Waycross Investment Management Co 2.28% Add +2.3% 42,776 $2.5M
Ellis Investment Partners, LLC 0.48% Add +4.2% 42,593 $2.5M
Proactive Wealth Strategies LLC 1.36% — 42,476 $2.5M
Opinicus Capital, Inc. 1.97% Add +0.8% 42,469 $2.5M
Prudential Financial Inc. 0.00% Reduce -24.0% 42,467 $2.5M
Pasadena Private Wealth, LLC 0.52% Reduce -11.9% 42,405 $2.5M
Western Wealth Management, LLC 0.14% Reduce -0.5% 42,331 $2.4M
Apollon Financial, LLC 0.72% Add +7.9% 42,284 $2.4M
Stegent Equity Advisors, Inc. 2.67% Reduce -4.2% 41,848 $2.4M
Edge Financial Advisors LLC 2.14% Add +15.8% 41,822 $2.4M
KMG Fiduciary Partners, LLC 0.21% New 41,635 $2.4M
Gladstone Institutional Advisory LLC 0.11% Add +11.5% 40,564 $2.3M
ERn Financial, LLC 0.35% Reduce -1.6% 40,184 $2.3M
BigSur Wealth Management LLC 0.63% Add +18.1% 39,155 $2.3M
TrueWealth Advisors, LLC 0.75% Add +31.9% 38,775 $2.2M
NCM Capital Management, LLC 1.07% Add +0.9% 38,514 $2.2M
Coastline Trust Co 0.26% Add +6.5% 38,261 $2.2M
White Pine Investment CO 0.60% Add +29.0% 37,981 $2.2M
Vienna Asset Management LLC 1.60% Reduce -25.1% 37,359 $2.2M
Mayfair Advisory Group, LLC 1.34% Add +1.2% 36,450 $2.1M
Weaver Consulting Group 0.66% Add +0.1% 36,147 $2.1M
TruWealth Advisors, LLC 0.13% Add +11.2% 36,139 $2.1M
Arkadios Wealth Advisors 0.12% Add +69.2% 36,122 $2.1M
Cibc World Market Inc. 0.00% Add +3.5% 36,038 $2.1M
Diversify Advisory Services, LLC 0.11% Add +7.0% 35,922 $2.1M
High Net Worth Advisory Group LLC 0.58% Reduce -1.1% 35,837 $2.1M
Guardian Wealth Advisors, LLC / NC 0.22% Reduce -1.6% 35,624 $2.1M
Personal Cfo Solutions, LLC 0.29% Add +11.2% 35,613 $2.1M
Summit Wealth Partners, LLC 0.40% Add +1.3% 35,593 $2.1M
Zimmermann Investment Management & Planning LLC 0.63% Reduce -3.1% 35,330 $2.0M
Camarda Financial Advisors, LLC 0.74% Add +0.1% 34,146 $2.0M
Private Trust Co. NA 0.20% Add +13.7% 33,924 $2.0M
Sentinel Pension Advisors, LLC 0.38% Add +13.2% 33,669 $1.9M
All Season Financial Advisors, Inc. 1.65% Reduce -39.8% 33,577 $1.9M
Strategic Blueprint, LLC 0.12% Add +43.7% 33,345 $1.9M
Snowden Capital Advisors LLC 0.06% Add +0.3% 33,200 $1.9M
Herold Advisors, Inc. 0.41% Reduce -1.7% 33,007 $1.9M
Encompass More Asset Management 0.72% Reduce -1.6% 32,760 $1.9M
Intrepid Financial Planning Group LLC 0.81% Reduce -0.5% 32,652 $1.9M
Atlas Wealth Partners, LLC 2.86% Reduce -0.5% 32,348 $1.9M
Triumph Capital Management 0.67% Add +3.6% 32,176 $1.9M
FMR LLC 0.00% Add +96.9% 32,227 $1.9M
SlateStone Wealth, LLC 0.17% Reduce -6.8% 32,016 $1.9M
Flagstar Securities, Inc. 0.47% Add +40.6% 31,633 $1.8M
Savant Capital, LLC 0.02% Add +324.1% 31,535 $1.8M
Endowment Wealth Management, Inc. 1.19% Add +13.1% 31,414 $1.8M
Hazlett, Burt & Watson, Inc. 0.83% Add +22.1% 31,264 $1.8M
Creekmur Asset Management LLC 0.42% Add +0.3% 31,119 $1.8M
Global Assets Advisory, LLC 0.98% New 31,149 $1.8M
MTM Investment Management, LLC 0.70% Reduce -24.3% 30,629 $1.8M
Secured Retirement Advisors, LLC 1.28% Reduce -2.2% 30,822 $1.8M
Creative Planning 0.00% Add +79.2% 30,418 $1.8M
New England Private Wealth Advisors LLC 0.28% Add +0.6% 29,794 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Reduce -1.1% 29,393 $1.7M
Investment Partners Asset Management, Inc. 1.38% Add +2.8% 29,093 $1.7M
Compass Ion Advisors, LLC 0.20% Add +52.4% 28,651 $1.7M
Silver Oak Securities, Incorporated 0.17% Add +137.8% 28,636 $1.7M
Paragon Advisors, LLC 0.54% Add +7.1% 28,551 $1.7M
Ballew Advisors, Inc 1.10% Add +9.9% 28,161 $1.6M
GPS Wealth Strategies Group, LLC 0.22% Reduce -10.0% 28,089 $1.6M
AE Wealth Management LLC 0.01% Add +201.3% 27,947 $1.6M
Verity Asset Management, Inc. 0.60% Reduce -1.9% 27,563 $1.6M
White Knight Strategic Wealth Advisors, LLC 1.44% Add +6.4% 27,459 $1.6M
Kingswood Wealth Advisors, LLC 0.11% Add +37.1% 27,219 $1.6M
Oder Investment Management, LLC 1.33% Add +4.8% 26,839 $1.6M
Valmark Advisers, Inc. 0.02% Add +3.5% 26,481 $1.5M
Flow Traders U.S. LLC 0.08% Reduce -54.9% 26,404 $1.5M
Sound View Wealth Advisors Group, LLC 0.12% Add +51.8% 25,937 $1.5M
Avantax Planning Partners, Inc. 0.05% Reduce -50.6% 25,852 $1.5M
Whitaker-Myers Wealth Managers, LTD. 0.49% Add +10.2% 25,520 $1.5M
Integrated Advisors Network LLC 0.07% Add +3.4% 25,445 $1.5M
Citadel Advisors 0.00% Reduce -80.4% 25,356 $1.5M
Atlas Financial Advisors, Inc. 2.30% Reduce -56.6% 25,171 $1.5M
Tradition Wealth Management, LLC 0.13% Reduce -13.2% 25,080 $1.5M
B & T Capital Management DBA Alpha Capital Management 0.27% No change 24,758 $1.4M
Rollins Financial Advisors, LLC 0.24% Reduce -2.5% 24,636 $1.4M
AllSquare Wealth Management LLC 0.80% No change 24,295 $1.4M
Global Financial Private Client, LLC 0.55% Add +0.2% 24,290 $1.4M
Jane Street Group, LLC 0.00% Reduce -32.8% 24,013 $1.4M
Circle Wealth Management, LLC 0.03% Add +42.2% 23,834 $1.4M
Miller Investment Management, LP 0.14% Reduce -6.9% 23,753 $1.4M
DHK Financial Advisors, Inc. 0.83% No change 23,393 $1.4M
HF Advisory Group, LLC 0.62% Add +2.6% 23,086 $1.3M
Bright Futures Wealth Management, LLC. 0.63% Add +3.9% 22,989 $1.3M
Insight Wealth Partners, LLC 0.80% Add +51.0% 22,556 $1.3M
Empire Financial Management Company, LLC 0.40% Reduce -1.6% 22,537 $1.3M
Legacy Financial Strategies, LLC 0.29% Add +117.0% 22,417 $1.3M
Bank of Montreal 0.00% Reduce -8.0% 22,399 $1.3M
GG Group Ventures, LLC 1.88% Reduce -3.0% 21,700 $1.3M
Garden State Investment Advisory Services LLC 0.41% Add +3.2% 22,243 $1.3M
Vicus Capital 0.11% Add +5.8% 22,090 $1.3M
Able Wealth Management LLC 0.91% Reduce -19.1% 20,749 $1.2M
Optivise Advisory Services LLC 0.62% Add +9.9% 20,518 $1.2M
Atlas Private Wealth Advisors 0.17% Reduce -2.6% 20,467 $1.2M
RPS Advisory Solutions LLC 0.83% Reduce -29.6% 19,936 $1.2M
TRUE Private Wealth Advisors 0.14% Add +13.2% 19,928 $1.2M
Capital Investment Advisory Services, LLC 0.11% Add +6.1% 19,582 $1.1M
Ergawealth Advisors, Inc. 0.56% Add +3.4% 19,509 $1.1M
Ancora Advisors LLC 0.03% Add +0.8% 19,492 $1.1M
Total Clarity Wealth Management, Inc. 0.36% Add +26.5% 19,439 $1.1M
Heritage Wealth Management, Inc. 0.37% Add +6.9% 19,403 $1.1M
Midland Wealth Advisors, LLC 0.07% Add +348.9% 19,400 $1.1M
Opal Wealth Advisors, LLC 0.35% Add +55.1% 19,336 $1.1M
Saxony Capital Management, LLC 1.02% Add +0.7% 19,331 $1.1M
Planning Capital Management Corp 0.74% Reduce -34.1% 19,304 $1.1M
Rothschild Investment LLC 0.07% Add +1.1% 19,001 $1.1M
1858 Wealth Management, LLC 0.90% No change 19,000 $1.1M
Zega Financial, LLC 0.36% Reduce -16.5% 18,851 $1.1M
Savvy Advisors, Inc. 0.22% Add +8.2% 18,790 $1.1M
Cypress Wealth Services, LLC 0.22% Add +8.0% 18,562 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% New 18,060 $1.0M
Lion Street Advisors, LLC 0.36% Reduce -1.7% 17,780 $1.0M
Greystone Financial Group, LLC 0.18% Add +12.5% 17,698 $1.0M
Compass Advisory Group LLC 0.40% No change 17,511 $1.0M
Wbi Investments, LLC 0.24% Reduce -11.2% 17,519 $1.0M
Choreo, LLC 0.01% Add +3.7% 17,005 $986K
Trivium Point Advisory, LLC 0.14% Reduce -7.1% 16,356 $975K
Crown Wealth Group, LLC 0.42% New 16,813 $972K
Allie Family Office LLC 0.52% Add +13.6% 16,773 $970K
Resurgent Financial Advisors LLC 0.57% Add +8.1% 16,780 $970K
Lake Street Private Wealth, LLC 0.15% Reduce -5.2% 16,527 $956K
Alta Wealth Advisors LLC 0.43% Add +7.2% 16,371 $947K
Liberty Wealth Management LLC 0.16% Add +2.4% 16,324 $944K
Gainplan LLC 0.44% No change 17,169 $936K
Long Island Wealth Management, Inc. 0.60% Reduce -19.4% 15,823 $915K
One Capital Management, LLC 0.03% No change 15,740 $910K
Inspire Advisors, LLC 0.11% Reduce -3.5% 15,519 $897K
Kraematon Investment Advisors, Inc. 0.88% Reduce -0.5% 15,499 $896K
Lowe Wealth Advisors, LLC 0.38% Add +15.7% 15,298 $885K
Mutual Advisors, LLC 0.03% Add +0.6% 15,363 $881K
Claro Advisors Inc. 0.11% Add +7.8% 15,125 $875K
Financial Sense Advisors, Inc. 0.24% Add +0.4% 15,113 $874K
Romano Brothers and Company 0.11% Add +20.4% 14,950 $865K
Capital Advisory Group Advisory Services, LLC 0.34% Add +5.6% 14,763 $854K
Caprock Group, LLC 0.03% Add +71.0% 14,663 $852K
Townsquare Capital LLC 0.01% Add +6.9% 14,724 $851K
Beam Wealth Advisors, Inc. 0.26% Reduce -1.8% 14,607 $845K
Stephens Inc. 0.01% Reduce -8.7% 14,465 $837K
Stewardship Advisors, LLC 0.24% Add +6.2% 14,451 $836K
Channel Wealth LLC 0.27% Reduce -6.3% 14,314 $828K
Fortis Capital Advisors, LLC 0.28% Reduce -0.4% 14,304 $827K
National Bank of Canada 0.00% Add +5.3% 14,267 $825K
Dynamic Advisor Solutions LLC 0.02% Add +22.2% 14,230 $823K
Autumn Glory Partners, LLC 0.31% Reduce -2.2% 14,044 $812K
Brass Tax Wealth Management, Inc. 0.17% Add +16.3% 13,984 $809K
Wealthspire Advisors, LLC 0.01% Reduce -11.1% 13,913 $805K
Barnes Pettey Financial Advisors, LLC 0.64% Add +1.0% 13,879 $803K
Guardian Asset Advisors, LLC 0.54% Reduce -10.6% 13,773 $797K
World Equity Group, Inc. 0.29% Add +4.1% 13,729 $794K
D. E. Shaw & Co. 0.00% Reduce -71.3% 13,496 $780K
M Holdings Securities, Inc. 0.20% Reduce -1.0% 13,483 $780K
SeaCrest Wealth Management, LLC 0.08% Add +4.5% 13,433 $777K
Sloy Dahl & Holst, LLC 0.13% Add +20.9% 13,396 $775K
Northern Trust Corp. 0.00% New 13,387 $774K
Barrett & Company, Inc. 0.33% Add +6.0% 13,351 $772K
Wetzel Investment Advisors, Inc. 0.39% Add +10.9% 13,227 $768K
PGIM Custom Harvest LLC 0.02% Add +3.5% 13,145 $760K
Diligent Investors, LLC 0.17% Reduce -3.7% 13,000 $752K
Vertex Planning Partners, LLC 0.18% Add +25.5% 12,988 $751K
Arq Wealth Advisors, LLC 0.28% Add +9.7% 12,986 $751K
BCGM Wealth Management, LLC 0.24% Reduce -0.8% 12,874 $745K
Millennium Management 0.00% New 12,872 $744K
Summit Asset Management, LLC 0.09% Add +2.8% 12,860 $744K
Waverly Advisors, LLC 0.01% Add +14.4% 12,798 $740K
Rovin Capital /Ut/ 0.27% Add +76.0% 12,570 $727K
Key Client Fiduciary Advisors, LLC 0.33% Add +10.7% 12,556 $726K
Breakwater Capital Group 0.14% Add +44.4% 12,422 $718K
Cyndeo Wealth Partners, LLC 0.05% New 12,406 $717K
Tyche Wealth Partners LLC 0.16% Add +6.2% 12,396 $717K
Continuum Advisory, LLC 0.09% Add +96.6% 11,617 $692K
Powers Advisory Group, LLC 0.34% Add +22.1% 11,766 $680K
Fisher Asset Management 0.00% Add +12.8% 11,750 $680K
Aurora Private Wealth, Inc. 0.53% Reduce -5.7% 11,606 $671K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +7.4% 11,247 $650K
Berger Financial Group, Inc 0.05% Reduce -24.1% 11,190 $647K
SOL Capital Management CO 0.07% Add +0.6% 10,955 $634K
Moneta Group Investment Advisors LLC 0.01% Add +56.1% 10,942 $633K
Gateway Wealth Partners, LLC 0.17% Reduce -5.6% 10,859 $628K
Cahill Financial Advisors Inc. 0.09% Reduce -12.4% 10,768 $623K
Tudor Investment Corporation 0.01% New 10,620 $614K
Ellerson Group Inc. 0.48% Add +0.0% 10,599 $613K
JFG Wealth Management, LLC 0.17% New 10,579 $612K
OxenFree Capital LLC 0.47% Add +9.5% 10,437 $604K
West Michigan Advisors, LLC 0.18% Add +1.6% 10,360 $602K
MBE Wealth Management, LLC 0.33% Reduce -7.0% 10,404 $602K
NTV Asset Management LLC 0.08% No change 10,375 $600K
EP Wealth Advisors, LLC 0.01% Add +10.2% 10,265 $594K
Monograph Wealth Advisors, LLC 0.08% No change 10,170 $591K
Lanark Financial, Inc. 0.05% Add +8.1% 10,069 $582K
L & S Advisors Inc 0.07% Add +1.4% 9,933 $574K
MWA Asset Management 0.38% Add +2.8% 9,901 $573K
Obsidian Cio, LLC 0.12% Add +9.2% 9,768 $565K
Tranquility Partners, LLC 0.20% Add +7.9% 9,739 $563K
LaSalle St. Investment Advisors, LLC 0.22% Reduce -7.9% 9,743 $563K
Capital Advisors, Ltd. LLC 0.07% No change 9,740 $563K
BKM Wealth Management, LLC 0.23% Reduce -0.2% 9,603 $555K
Ironwood Investment Management LLC 0.27% No change 9,500 $549K
Plotkin Financial Advisors, LLC 0.33% Reduce -4.0% 9,469 $548K
NewEdge Wealth, LLC 0.01% New 9,360 $541K
Benchmark Wealth Management, LLC 0.27% Reduce -1.0% 9,325 $539K
Spinnaker Trust 0.03% Reduce -90.1% 9,275 $536K
Ranch Capital Advisors Inc. 0.25% Reduce -5.5% 9,127 $530K
RTD Financial Advisors, Inc. 0.07% No change 9,100 $526K
Beck Bode, LLC 0.10% Reduce -35.3% 9,053 $524K
GSG Advisors LLC 0.17% Add +0.6% 8,815 $509K
ProVise Management Group, LLC 0.04% Add +9.1% 8,626 $499K
WealthCare Investment Partners, LLC 0.22% Add +1.2% 8,509 $496K
Prospect Financial Services LLC 0.30% New 8,489 $491K
Bey-Douglas LLC 0.43% Reduce -15.9% 8,409 $486K
Sachetta, LLC 0.19% Add +18.2% 8,395 $485K
Koshinski Asset Management, Inc. 0.04% Reduce -6.7% 8,349 $483K
Balefire, LLC 0.16% Reduce -8.8% 8,326 $481K
Moloney Securities Asset Management, LLC 0.06% Add +50.9% 8,250 $477K
Centurion Wealth Management LLC 0.15% — 8,187 $473K
Private Portfolio Partners LLC 0.09% Add +2.8% 8,176 $473K
Retireful, LLC 0.35% New 8,148 $471K
Signaturefd, LLC 0.01% Add +0.1% 8,036 $465K
Jacobi Capital Management LLC 0.03% New 7,887 $456K
Fiducient Advisors LLC 0.05% New 7,770 $451K
Trust Co. of Oklahoma 0.15% No change 7,797 $451K
Parallel Advisors, LLC 0.01% Add +58.7% 7,623 $441K
Hofer & Associates. Inc 0.30% Add +16.8% 7,509 $434K
Rothschild Capital Partners, LLC 0.12% Add +0.2% 7,475 $432K
Wealth Management Associates, Inc. 0.19% Add +0.0% 7,407 $428K
Silverlake Wealth Management LLC 0.16% Add +14.9% 7,406 $428K
Coppell Advisory Solutions LLC 0.06% Add +4.3% 7,397 $427K
Quantum Private Wealth, LLC 0.14% New 7,355 $425K
Gries Financial LLC 0.08% New 7,319 $423K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -26.4% 7,301 $422K
Glass Jacobson Investment Advisors llc 0.14% Add +18.3% 7,279 $421K
Prosperitas Financial LLC 0.23% Reduce -86.7% 7,236 $418K
Front Row Advisors LLC 0.15% Add +4.6% 7,118 $413K
Fulton Breakefield Broenniman LLC 0.03% Reduce -11.1% 7,040 $407K
M3 Advisory Group, LLC 0.30% Add +9.5% 6,949 $402K
Smart Money Group LLC 0.14% Reduce -1.9% 6,944 $395K
CW Advisors, LLC 0.01% Add +0.1% 6,790 $393K
Keystone Financial Group 0.05% New 6,787 $392K
Delta Investment Management, LLC 0.08% Reduce -26.8% 6,735 $389K
Allworth Financial LP 0.00% Reduce -1.4% 6,669 $386K
CFS Investment Advisory Services, LLC 0.03% Add +0.7% 6,628 $383K
9258 Wealth Management, LLC 0.06% Add +2.8% 6,456 $373K
Independent Advisor Alliance 0.01% Reduce -0.1% 6,372 $368K
Florida Financial Advisors, LLC 0.19% Reduce -3.4% 6,328 $366K
Quadrant Private Wealth Management, LLC 0.09% Add +47.9% 6,294 $366K
Trust Point Inc. 0.03% No change 6,284 $363K
PNC Financial Services Group, Inc. 0.00% Reduce -17.5% 6,284 $363K
PFG Investments, LLC 0.02% Reduce -2.5% 6,177 $357K
Avidian Wealth Enterprises, LLC 0.02% Add +13.5% 6,149 $356K
Pathstone Holdings, LLC 0.00% No change 6,026 $348K
Modera Wealth Management, LLC 0.00% No change 5,865 $339K
Kellett Wealth Advisors, LLC 0.24% Add +5.0% 5,725 $331K
Quad-Cities Investment Group, LLC 0.17% Reduce -4.4% 5,696 $329K
FWL Investment Management, LLC 0.12% Reduce -8.7% 5,510 $319K
Fort Sheridan Advisors LLC 0.05% Reduce -3.3% 5,500 $318K
Ashton Thomas Private Wealth, LLC 0.02% Add +10.3% 5,275 $305K
Lowery Thomas, LLC 0.20% Reduce -3.2% 5,185 $300K
Spire Wealth Management 0.01% Reduce -7.2% 5,167 $299K
WFA of San Diego, LLC 0.25% Add +0.1% 5,156 $298K
Two Sigma Securities, LLC 0.02% New 5,153 $298K
MSH Capital Advisors LLC 0.09% Reduce -17.4% 5,039 $291K
Garde Capital, Inc. 0.02% Reduce -6.2% 4,994 $289K
Wealthcare Capital Management LLC 0.03% Reduce -12.0% 4,827 $279K
Tiaa Trust, National Association 0.00% Reduce -25.3% 4,773 $276K
HCR Wealth Advisors 0.04% Add +20.8% 4,763 $275K
Consolidated Portfolio Review Corp 0.06% Reduce -8.4% 4,739 $274K
AQR Capital Management 0.00% New 4,721 $273K
Wintrust Investments LLC 0.20% Reduce -65.9% 4,732 $273K
Soundwatch Capital LLC 0.04% New 4,719 $273K
CIBC Private Wealth Group LLC 0.00% Add +229.5% 4,715 $273K
Ceera Investments, LLC 0.10% Add +4.5% 4,695 $272K
Signal Advisors Wealth, LLC 0.04% New 4,685 $271K
WESPAC Advisors SoCal, LLC 0.06% No change 4,665 $270K
Essex Bank 0.07% No change 4,630 $268K
Regal Investment Advisors LLC 0.02% Add +0.3% 4,554 $263K
Sierra Capital LLC 0.03% No change 4,528 $262K
CRA Financial Services, LLC 0.05% Add +3.5% 4,500 $260K
WoodTrust Financial Corp 0.04% New 4,500 $260K
Bleakley Financial Group, LLC 0.01% Add +0.2% 4,494 $260K
Financial Gravity Companies, Inc. 0.07% — 4,424 $256K
Arax Advisory Partners 0.02% Add +0.6% 4,393 $254K
WealthTrust Asset Management, LLC 0.19% No change 4,357 $252K
Novak & Powell Financial Services, Inc. 0.15% Reduce -2.3% 4,328 $250K
Independent Wealth Network Inc. 0.11% Reduce -93.4% 4,255 $246K
Certuity, LLC 0.03% Reduce -26.5% 4,227 $244K
Realta Investment Advisors 0.11% Reduce -89.2% 4,154 $243K
Arete Wealth Advisors, LLC 0.02% Reduce -5.9% 4,210 $242K
Greenleaf Trust 0.00% No change 4,184 $242K
Twin Peaks Wealth Advisors, LLC 0.11% Add +3.0% 4,154 $240K
Quantinno Capital Management LP 0.00% New 4,152 $240K
Verition Fund Management LLC 0.00% New 4,128 $239K
SFG Wealth Management, LLC. 0.12% Reduce -1.7% 4,047 $234K
Up Strategic Wealth Investment Advisors LLC 0.26% No change 4,023 $233K
Mainstay Capital Management LLC 0.04% Reduce -7.2% 4,020 $232K
Santori & Peters, Inc. 0.09% No change 4,003 $231K
Plancorp, LLC 0.01% Reduce -4.6% 3,902 $226K
ETF Store, Inc. 0.23% New 3,876 $224K
QRG Capital Management, Inc. 0.00% New 3,855 $223K
Amplius Wealth Advisors, LLC 0.02% Add +0.1% 3,834 $222K
Paragon Private Wealth Management, LLC 0.11% Reduce -0.7% 3,795 $219K
Verdence Capital Advisors LLC 0.02% New 3,764 $218K
SteelPeak Wealth, LLC 0.01% No change 3,716 $216K
Rwa Wealth Partners, LLC 0.00% No change 3,674 $212K
Hilltop Holdings Inc. 0.01% New 3,639 $210K
Accel Wealth Management 0.08% New 3,570 $206K
Saxon Interests, Inc. 0.09% New 3,528 $204K
Financial Security Advisor, Inc. 0.05% New 3,460 $201K
Ruggaard & Associates LLC 0.09% New 3,470 $201K
Obermeyer Wealth Partners 0.01% Reduce -20.2% 3,463 $200K
Whittier Trust Co. 0.00% No change 3,144 $182K
DHJJ Financial Advisors, Ltd. 0.06% Add +0.1% 2,661 $154K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,500 $145K
Pinnacle Bancorp, Inc. 0.03% Reduce -3.1% 2,192 $127K
CENTRAL TRUST Co 0.00% No change 2,167 $125K
Richardson Capital Management LLC 0.09% Add +10.6% 2,156 $125K
Asset Dedication, LLC 0.01% Reduce -2.7% 2,081 $120K
Crewe Advisors LLC 0.01% Reduce -9.4% 2,040 $118K
Legacy Investment Solutions, LLC 0.07% — 1,963 $117K
Legacy Wealth Managment, LLC 0.07% — 1,963 $117K
LRI Investments, LLC 0.01% No change 1,874 $112K
FinTrust Capital Advisors, LLC 0.02% Add +8.0% 1,792 $104K
O'shaughnessy Asset Management, LLC 0.00% Add +68.1% 1,747 $102K
Provenance Wealth Advisors, LLC 0.01% Reduce -33.6% 1,763 $102K
McIlrath & Eck, LLC 0.01% Add +0.6% 1,725 $100K
Anchor Investment Management, LLC 0.01% Reduce -4.2% 1,705 $99K
S.A. Mason LLC 0.05% Add +37.9% 1,600 $93K
MidAtlantic Capital Management, Inc. 0.07% Reduce -18.1% 1,584 $92K
Venturi Wealth Management, LLC 0.00% New 1,577 $91K
Oakworth Capital, Inc. 0.01% No change 1,568 $91K
HBC Financial Services, PLLC 0.05% Reduce -2.6% 1,573 $89K
BNP Paribas Financial Markets 0.00% Reduce -89.9% 1,504 $87K
Avior Wealth Management, LLC 0.00% Reduce -5.7% 1,499 $87K
Caldwell Sutter Capital, Inc. 0.04% Add +8.2% 1,447 $84K
Exchange Traded Concepts, LLC 0.00% New 1,398 $81K
TD Capital Management LLC 0.01% No change 1,384 $80K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +17.8% 1,369 $79K
Integrated Investment Consultants, LLC 0.02% New 37,641 $72K
Key Financial Inc 0.01% Add +56.7% 1,133 $66K
Hilltop National Bank 0.02% No change 1,100 $64K
Assetmark, Inc. 0.00% Reduce -5.3% 1,090 $63K
Bell Investment Advisors, Inc 0.01% No change 1,076 $62K
Glassman Wealth Services 0.01% No change 1,010 $58K
Investors Research Corp 0.01% Add +498.8% 1,006 $58K
First Horizon Advisors, Inc. 0.00% No change 979 $57K
PFG Private Wealth Management, LLC 0.03% No change 967 $56K
Clear Point Advisors Inc. 0.04% Reduce -63.3% 852 $49K
HHM Wealth Advisors, LLC 0.01% Reduce -17.6% 824 $48K
Blue Trust, Inc. 0.00% New 833 $45K
Sunbelt Securities, Inc. 0.00% No change 692 $40K
IAG Wealth Partners, LLC 0.01% Add +235.0% 670 $39K
Tidemark, LLC 0.01% No change 633 $37K
Foster Dykema Cabot & Partners, LLC 0.00% New 625 $37K
Bessemer Group Inc. 0.00% New 600 $35K
Hobbs Group Advisors, LLC 0.01% Reduce -18.5% 595 $34K
Bogart Wealth, LLC 0.00% Add +0.5% 577 $33K
Clearstead Advisors, LLC 0.00% No change 560 $32K
Flaharty Asset Management, LLC 0.00% New 557 $32K
VitalStone Financial, LLC 0.02% Add +3.2% 519 $30K
American Capital Advisory, LLC 0.02% No change 500 $29K
SRH Advisors, LLC 0.01% No change 445 $26K
Sugarloaf Wealth Management, LLC 0.00% New 420 $24K
Cherry Tree Wealth Management, LLC 0.01% No change 410 $24K
Capital Analysts, LLC 0.00% No change 369 $21K
FSA Wealth Management LLC 0.01% — 363 $21K
Nvwm, LLC 0.01% No change 359 $21K
Gen-Wealth Partners Inc 0.01% New 347 $20K
Ascentis Wealth Management, LLC 0.01% — 340 $20K
Salomon & Ludwin, LLC 0.00% No change 325 $19K
WealthShield Partners, LLC 0.00% Reduce -33.3% 317 $18K
GAMMA Investing LLC 0.00% New 316 $18K
Financial Network Wealth Advisors LLC 0.01% No change 315 $18K
Brown, Lisle/Cummings, Inc. 0.01% No change 306 $18K
Larson Financial Group LLC 0.00% Reduce -31.3% 292 $17K
Matrix Trust Co 0.00% Reduce -44.0% 283 $16K
Caitlin John, LLC 0.01% Add +0.8% 266 $16K
Eagle Bay Advisors LLC 0.01% Add +0.7% 274 $16K
Blue Bell Private Wealth Management, LLC 0.00% No change 236 $14K
Tucker Asset Management LLC 0.00% No change 230 $13K
Ogorek Anthony Joseph /NY/ 0.00% New 220 $12K
MCF Advisors LLC 0.00% New 200 $12K
Founders Financial Alliance, LLC 0.00% No change 200 $12K
Wolff Wiese Magana LLC 0.01% New 176 $10K
Indiana Trust & Investment Management Co 0.00% No change 155 $9K
Operose Advisors LLC 0.00% No change 146 $8K
CVA Family Office, LLC 0.00% New 141 $8K
Farmers & Merchants Investments Inc. 0.00% No change 113 $7K
Hoey Investments, Inc. 0.00% No change 115 $6K
Laurel Wealth Advisors LLC 0.00% No change 95 $5K
Sound Income Strategies, LLC 0.00% Reduce -66.4% 84 $5K
Russell Investments Group, Ltd. 0.00% No change 81 $5K
Winch Advisory Services, LLC 0.00% No change 58 $3K
Global Wealth Strategies & Associates 0.00% Add +0.0% 55 $3K
MV Capital Management, Inc. 0.00% No change 54 $3K
NFSG Corp 0.00% No change 45 $3K
AlphaMark Advisors, LLC 0.00% Add +21.7% 28 $2K
Truvestments Capital LLC 0.00% New 30 $2K
GeoWealth Management, LLC 0.00% New 29 $2K
Activest Wealth Management 0.00% No change 19 $1K
Ascentis Independent Advisors 0.00% New 5 $289

"% 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.