Pacer US Cash Cows 100 ETFCOWZETF

13F holders, Q2 2025 (June 30)
803holders −33
46new positions
81sold out
4famous investors
$54.59avg. 13F price*

At the end of Q2 2025, 803 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, down 33 from Q1 2025. 46 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($2.8B), LPL Financial LLC ($1.2B) and Morgan Stanley ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Pacer US Cash Cows 100 ETF
Filed as
PACER FDS TR (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$75.1M
Exits81$126.4M

All 13F filers, Q1 2025 → Q2 2025: 7,892,839 shares bought and 49,514,224 shares sold, net −41,621,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 803 holders

Bank of America Corp. 0.23% Reduce -14.2% 50,714,634 $2.8B
LPL Financial LLC 0.40% Add +1.6% 21,569,753 $1.2B
Morgan Stanley 0.07% Reduce -21.7% 19,805,303 $1.1B
Raymond James Financial Inc. 0.24% Reduce -16.9% 12,518,003 $689.7M
Northwestern Mutual Wealth Management Co. 0.47% Reduce -10.5% 11,590,362 $638.6M
Wells Fargo & Company 0.11% Reduce -22.2% 8,894,879 $490.1M
UBS Group AG 0.07% Reduce -13.5% 6,203,671 $341.8M
Ameriprise Financial Inc. 0.08% Reduce -27.3% 5,531,131 $304.8M
Osaic Holdings, Inc. 0.53% Reduce -28.4% 5,448,321 $300.3M
Commonwealth Equity Services, LLC 0.37% Reduce -8.6% 5,116,878 $281.9M
Cetera Investment Advisers 0.43% Reduce -3.2% 4,666,007 $257.1M
Envestnet Asset Management Inc. 0.07% Reduce -44.9% 4,107,672 $226.3M
Cambridge Investment Research Advisors, Inc. 0.68% Reduce -9.3% 4,068,254 $224.2M
Royal Bank of Canada 0.04% Reduce -36.7% 3,282,383 $180.9M
Avantax Advisory Services, Inc. 0.59% Reduce -23.4% 1,932,701 $106.5M
HighTower Advisors, LLC 0.13% Reduce -8.2% 1,880,143 $103.6M
MML Investors Services, LLC 0.30% Reduce -3.8% 1,866,117 $102.8M
Sequoia Financial Advisors, LLC 0.64% Add +0.1% 1,702,103 $93.8M
Jones Financial Companies LLLP 0.07% Add +14.8% 1,642,797 $90.4M
Stifel Financial Corp. 0.09% Reduce -1.3% 1,614,127 $88.9M
Kestra Advisory Services, LLC 0.43% Add +0.3% 1,592,233 $87.7M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -6.0% 1,493,230 $84.6M
Baird Financial Group, Inc. 0.11% Reduce -14.6% 1,161,560 $64.0M
Requisite Capital Management, LLC 12.48% Reduce -0.7% 1,045,523 $57.6M
Janney Montgomery Scott LLC 0.15% Reduce -13.8% 1,036,139 $57.1M
Capital Asset Advisory Services LLC 2.61% Add +6.9% 995,264 $55.8M
Focus Partners Wealth 0.12% Reduce -12.6% 973,603 $53.6M
Axxcess Wealth Management, LLC 1.28% Add +7.0% 965,357 $53.2M
Mariner, LLC 0.07% Reduce -30.7% 931,626 $51.3M
Sfmg, LLC 3.70% Add +3.3% 893,734 $49.2M
Sanctuary Advisors, LLC 0.29% Reduce -18.0% 838,177 $46.2M
O'Brien Wealth Partners LLC 7.16% Add +0.7% 827,665 $45.6M
Citigroup Inc. 0.03% Reduce -7.5% 808,228 $44.5M
Provident Wealth Management, LLC 14.47% Reduce -0.2% 803,283 $44.3M
Modern Wealth Management, LLC 1.08% Reduce -11.3% 798,244 $44.0M
Evensky & Katz LLC 2.63% Add +1.3% 780,658 $43.0M
Truist Financial Corp. 0.06% Reduce -32.7% 761,807 $42.0M
Equitable Holdings, Inc. 0.32% Reduce -11.3% 714,814 $39.4M
Steward Partners Investment Advisory, LLC 0.30% Reduce -24.6% 697,597 $38.4M
Private Advisor Group, LLC 0.21% Reduce -17.9% 696,973 $38.4M
Northeast Financial Consultants Inc 1.52% Reduce -13.9% 673,134 $37.1M
Thrivent Financial for Lutherans 0.08% New 668,830 $36.9M
Orion Porfolio Solutions, LLC 0.31% Reduce -1.5% 651,038 $35.9M
Wilmington Savings Fund Society, FSB 0.64% Add +14.4% 649,508 $35.8M
Aprio Wealth Management, LLC 3.98% Add +28.0% 640,270 $35.3M
Rockefeller Capital Management L.P. 0.08% Reduce -10.9% 637,086 $35.1M
Foundations Investment Advisors, LLC 0.54% Add +6.8% 621,048 $34.2M
D.A. Davidson & Co. 0.23% Add +4.7% 587,606 $32.4M
Kestra Private Wealth Services, LLC 0.46% Reduce -11.8% 577,535 $31.8M
Elevation Point Wealth Partners, LLC 2.38% Reduce -1.3% 554,424 $30.5M
Wealthcare Advisory Partners LLC 0.68% Reduce -0.3% 536,889 $29.6M
Apexium Financial, LP 1.55% Add +4.4% 529,833 $29.2M
Great Valley Advisor Group, Inc. 0.64% Add +104.6% 527,287 $29.1M
NewEdge Advisors, LLC 0.15% Add +19.2% 521,348 $28.7M
Certified Advisory Corp 2.84% Add +0.0% 495,264 $27.3M
J.W. Cole Advisors, Inc. 0.58% Add +15.0% 494,467 $27.2M
Captrust Financial Advisors 0.06% Add +19.4% 482,920 $26.6M
AlphaCore Capital LLC 1.00% Reduce -30.6% 477,877 $26.3M
Harbour Investments, Inc. 0.66% Reduce -2.5% 473,783 $26.1M
IHT Wealth Management, LLC 0.71% Add +35.5% 468,248 $25.8M
Intelligence Driven Advisers, LLC 3.83% Reduce -9.6% 460,543 $25.4M
MAI Capital Management 0.17% Reduce -4.2% 453,245 $25.0M
Paragon Capital Management Ltd 4.46% Add +0.1% 441,078 $24.3M
Independent Financial Group, LLC 0.67% Reduce -10.2% 440,900 $24.3M
Atria Wealth Solutions, Inc. 0.54% Reduce -56.7% 435,185 $24.0M
Sigma Planning Corp 0.72% Reduce -14.9% 431,492 $23.8M
Wealth Group Ltd 5.94% Reduce -11.5% 423,227 $23.3M
Synovus Financial Corp. 0.28% Reduce -8.3% 419,457 $23.1M
HBW Advisory Services LLC 2.85% Reduce -3.5% 419,320 $23.1M
Cora Capital Advisors LLC 10.15% Reduce -4.2% 413,665 $22.8M
EverSource Wealth Advisors, LLC 1.01% Reduce -7.6% 403,836 $22.3M
Foster Victor Wealth Advisors, LLC 1.51% Add +2.0% 392,627 $22.2M
&partners 0.17% Add +1.0% 398,731 $22.0M
Onyx Bridge Wealth Group LLC 2.91% Reduce -40.4% 398,761 $22.0M
Thoroughbred Financial Services, LLC 1.52% Reduce -25.0% 396,062 $21.8M
Presidio Capital Management, LLC 8.15% Add +5.5% 384,139 $21.2M
Matauro, LLC 3.97% Reduce -10.5% 383,998 $21.2M
Sanchez Wealth Management Group 5.09% Add +2.6% 382,954 $21.1M
Citadel Advisors 0.02% Add +270.6% 369,441 $20.4M
Stratos Wealth Partners, LTD. 0.28% Add +1.3% 368,208 $20.3M
Wiser Wealth Management, Inc 4.92% Reduce -5.9% 356,450 $19.6M
Geneos Wealth Management Inc. 0.48% Add +88.0% 354,456 $19.5M
Oppenheimer & Co. Inc. 0.25% Reduce -45.6% 346,859 $19.1M
Cerity Partners LLC 0.03% Reduce -16.5% 339,237 $18.7M
Prospera Financial Services Inc 0.35% Reduce -3.1% 338,338 $18.7M
Cwm, LLC 0.06% Add +0.6% 332,647 $18.3M
Ballast, Inc. 4.62% Add +8.8% 320,078 $17.6M
Global Retirement Partners, LLC 0.43% — 312,028 $17.2M
Altus Wealth Group LLC 7.58% Reduce -3.7% 310,744 $17.1M
Pacer Advisors, Inc. 0.04% Reduce -5.8% 303,576 $16.7M
Mgo One Seven LLC 0.54% Add +9.6% 303,496 $16.7M
Ausdal Financial Partners, Inc. 1.11% Add +8.1% 302,611 $16.7M
Moneco Advisors, LLC 1.48% Reduce -13.7% 288,909 $15.9M
Bryn Mawr Trust Advisors, LLC 0.87% Reduce -8.3% 287,009 $15.8M
PSI Advisors, LLC 7.78% Add +10.3% 283,443 $15.6M
Prudent Investors Network, Inc. 4.16% Add +5.6% 279,587 $15.4M
Longview Financial Advisors, Inc. 12.96% Reduce -0.9% 276,996 $15.3M
Hudock, Inc. 2.45% Reduce -6.9% 276,958 $15.3M
Sylvest Advisors, LLC 8.54% Reduce -1.7% 269,220 $14.8M
Clay Northam Wealth Management, LLC 9.43% Add +0.3% 267,790 $14.8M
PFG Advisors 0.67% Reduce -29.1% 264,326 $14.6M
Compound Planning, Inc. 0.55% Add +12.2% 263,515 $14.5M
Financial Partners Group, Inc 1.97% Add +0.8% 258,125 $14.2M
ODonnell Financial Services, LLC 5.33% Reduce -0.5% 252,310 $13.9M
World Investment Advisors 0.30% Add +51.4% 242,610 $13.4M
Advisory Alpha, LLC 0.41% Add +11.5% 241,410 $13.3M
Retirement Planning Group, LLC 0.56% Reduce -32.8% 239,480 $13.2M
Csenge Advisory Group 0.69% Add +0.9% 244,212 $13.1M
Susquehanna International Group, LLP 0.02% Add +250.4% 236,869 $13.1M
CMC Financial Group 29.78% Reduce -0.4% 236,661 $13.0M
Creative Financial Designs Inc. 0.93% Add +8.4% 235,634 $13.0M
Searcy Financial Services Inc. 5.21% Add +2.4% 232,484 $12.8M
Benchmark Financial Wealth Advisors, LLC 4.21% Add +3.5% 231,085 $12.7M
WealthPLAN Partners, LLC 2.04% Reduce -27.0% 230,405 $12.7M
GEN Financial Management, INC. 10.11% Reduce -27.5% 224,405 $12.4M
Advisory Services Network, LLC 0.20% Add +1.8% 221,707 $12.3M
Level Four Advisory Services, LLC 0.45% Add +3.1% 223,912 $12.3M
Concurrent Investment Advisors, LLC 0.24% Add +9.6% 222,503 $12.3M
Cozad Asset Management Inc. 1.07% Add +4.7% 221,377 $12.2M
Madrona Financial Services, LLC 2.90% Reduce -5.8% 219,799 $12.1M
Stratos Wealth Advisors, LLC 0.63% Add +10.7% 215,649 $11.9M
Cornerstone Planning Group LLC 2.42% Add +10.3% 213,281 $11.9M
Plan Group Financial, LLC 3.90% Reduce -5.7% 215,438 $11.9M
Cyr Financial Inc. 9.07% Add +8.0% 213,053 $11.7M
StoneX Group Inc. 0.57% Reduce -10.4% 211,173 $11.6M
Prosperity Consulting Group, LLC 0.84% Add +3.9% 209,534 $11.5M
Retirement Financial Solutions, LLC 3.96% Add +30.9% 204,148 $11.2M
WealthPlan Investment Management, LLC 0.81% Add +57.8% 201,721 $11.1M
Inlight Wealth Management, LLC 5.60% Add +8.5% 196,227 $10.8M
Investment Advisory Services Inc. /TX 3.59% Reduce -3.2% 195,244 $10.8M
XML Financial, LLC 0.93% Add +3.8% 193,583 $10.7M
DAVENPORT & Co LLC 0.06% Reduce -23.6% 192,191 $10.6M
Lighthouse Wealth Management Inc. 9.09% Reduce -2.4% 190,704 $10.5M
Owen LaRue, LLC 4.39% Reduce -0.3% 187,458 $10.3M
Arkadios Wealth Advisors 0.31% Reduce -4.9% 185,123 $10.2M
Gerber, LLC 7.17% Reduce -1.3% 185,064 $10.2M
Financial Security Advisor, Inc. 2.34% Add +10.6% 184,611 $10.2M
Copley Financial Group, Inc. 7.53% Reduce -3.9% 184,277 $10.2M
Burns Matteson Capital Management, LLC 4.87% Reduce -3.0% 183,077 $10.1M
Clark Wealth Partners 6.76% Add +8.1% 181,741 $10.0M
CW Advisors, LLC 0.09% Reduce -5.2% 176,126 $9.7M
Perennial Investment Advisors, LLC 0.94% Add +10.3% 175,876 $9.7M
Ted Buchan & Co 3.84% Add +2.1% 175,162 $9.7M
Fermata Advisors, LLC 2.54% Reduce -6.0% 172,207 $9.5M
Pacific Wealth Management 4.62% Add +0.9% 169,710 $9.4M
Wedbush Securities Inc. 0.33% Reduce -14.3% 168,638 $9.3M
Cary Street Partners Financial LLC 0.26% Add +113.5% 168,037 $9.3M
Accordant Advisory Group Inc 6.78% Add +3.9% 165,165 $9.1M
Winnacle Wealth LLC 6.78% New 165,165 $9.1M
U.S. Capital Wealth Advisors, LLC 0.27% Reduce -24.1% 165,075 $9.1M
SPC Financial, Inc. 0.75% Add +5.0% 163,121 $9.0M
Gotham Asset Management 0.05% Add +103.3% 162,687 $9.0M
Blair William & Co. 0.02% Add +6.8% 161,039 $8.9M
VestGen Advisors, LLC 0.35% Add +2.0% 160,496 $8.8M
Americana Partners, LLC 0.30% Add +11.8% 159,926 $8.8M
Meridian Wealth Management, LLC 0.37% Reduce -30.2% 158,839 $8.8M
Tamar Securities, LLC 1.06% Add +3.1% 157,493 $8.7M
Unique Wealth, LLC 1.40% Reduce -21.0% 157,448 $8.7M
Principal Securities, Inc. 0.16% Reduce -28.5% 157,124 $8.7M
Mitchell McLeod Pugh & Williams Inc. 1.60% Add +0.6% 155,981 $8.6M
IFP Advisors, Inc 0.24% Add +2.1% 152,929 $8.4M
PTM Wealth Management, LLC 5.53% Reduce -2.0% 147,606 $8.4M
GTS Securities LLC 0.37% Add +1003.2% 151,166 $8.3M
Parcion Private Wealth LLC 0.59% Add +3.9% 149,619 $8.2M
Chicago Partners Investment Group LLC 0.24% Reduce -2.1% 142,021 $8.2M
Procyon Advisors, LLC 0.77% Reduce -5.5% 146,999 $8.1M
Park Avenue Securities LLC 0.07% New 146,525 $8.1M
Mainsail Financial Group, LLC 3.74% Add +10.5% 144,868 $8.0M
Wood Tarver Financial Group, LLC 2.41% Reduce -2.4% 145,364 $8.0M
Instrumental Wealth, LLC 6.30% Add +1.1% 142,799 $7.9M
Echo Wealth Management, LLC 4.76% Reduce -0.8% 140,875 $7.8M
Atria Investments, Inc 0.09% Reduce -57.3% 139,033 $7.7M
Fifth Third Bancorp 0.03% Reduce -35.5% 136,940 $7.5M
SCS Capital Management LLC 0.08% Reduce -76.8% 134,788 $7.4M
Clear Creek Financial Management, LLC 0.70% Reduce -24.9% 134,329 $7.4M
Cathy Pareto & Associates, Inc. 6.04% Reduce -5.7% 132,732 $7.3M
Calton & Associates, Inc. 1.25% Reduce -49.5% 131,538 $7.2M
Trustmark Bank Trust Department 0.50% Reduce -0.4% 130,367 $7.2M
Drucker Wealth 3.0, LLC 1.36% New 124,857 $7.1M
First Heartland Consultants, Inc. 0.62% Add +56.2% 126,505 $7.0M
Tableaux LLC 3.98% Add +59.6% 125,777 $6.9M
Financial Advocates Investment Management 0.56% Reduce -45.9% 124,783 $6.9M
Smith, Moore & Co. 0.57% Reduce -58.1% 124,293 $6.8M
Kingsview Wealth Management, LLC 0.12% Add +15.9% 123,797 $6.8M
Team Financial Group, LLC 3.34% Add +4.2% 123,415 $6.8M
Centaurus Financial, Inc. 0.39% Add +4.1% 122,322 $6.7M
Moors & Cabot, Inc. 0.31% Reduce -0.6% 121,812 $6.7M
Clarus Wealth Advisors 3.09% Reduce -25.6% 117,881 $6.7M
RVW Wealth, LLC 0.57% Reduce -49.9% 121,091 $6.7M
Modus Advisors, LLC 1.97% Add +1.4% 120,515 $6.6M
Ameritas Advisory Services, LLC 0.35% Reduce -13.5% 120,421 $6.6M
Allworth Financial LP 0.03% Reduce -22.9% 117,874 $6.5M
Kraft, Davis & Associates, LLC 1.78% Add +0.8% 113,561 $6.5M
Fearless Solutions, LLC dba Best Invest 4.50% Reduce -0.8% 116,769 $6.4M
Waverly Advisors, LLC 0.07% Add +2.5% 116,005 $6.4M
Qube Research & Technologies Ltd 0.01% Add +8.3% 114,231 $6.3M
RFG Advisory, LLC 0.15% Reduce -53.1% 113,202 $6.2M
Comerica Bank 0.02% Reduce -16.4% 109,594 $6.0M
Aptus Capital Advisors, LLC 0.06% Reduce -36.2% 109,576 $6.0M
American Financial & Tax Strategies Inc. 3.01% Add +5.9% 105,890 $5.8M
Schwarz Dygos Wheeler Investment Advisors LLC 1.33% Reduce -0.5% 105,753 $5.8M
Jefferies Financial Group Inc. 0.10% Reduce -19.9% 105,647 $5.8M
Sagespring Wealth Partners, LLC 0.12% Reduce -16.6% 103,428 $5.7M
Verus Capital Partners, LLC 0.51% Add +2.9% 103,287 $5.7M
Beacon Investment Advisory Services, Inc. 0.25% Add +6.8% 102,596 $5.7M
Spectrum Strategic Capital Management, LLC 3.58% Add +1.6% 102,024 $5.6M
Anson Capital, Inc. 4.46% Add +5.0% 100,496 $5.5M
Granby Capital Management, LLC 3.08% No change 100,000 $5.5M
Tandem Investment Partners LLC 4.70% Add +8.1% 97,851 $5.4M
FWG Holdings, LLC 2.53% Reduce -7.4% 96,751 $5.4M
PCG Wealth Advisors, LLC 2.75% Add +3.0% 97,438 $5.4M
Penobscot Wealth Management 1.92% Add +10.9% 97,276 $5.4M
JPMorgan Chase & Co. 0.00% Reduce -31.0% 95,661 $5.3M
Capital Advisors Wealth Management, LLC 0.82% Reduce -48.8% 94,887 $5.2M
Moneywise, Inc. 2.45% Reduce -47.1% 94,830 $5.2M
National Wealth Management Group, LLC 2.88% Add +1.6% 93,301 $5.1M
Atlas Wealth LLC 2.51% Reduce -19.5% 90,696 $5.1M
Soundwatch Capital LLC 0.85% Add +47952.1% 2,539,074 $5.0M
Fidelis Capital Partners, LLC 0.45% Reduce -12.0% 88,914 $4.9M
AQR Capital Management 0.00% Reduce -29.6% 88,400 $4.9M
Private Client Services, LLC 1.90% Reduce -5.8% 88,390 $4.9M
Merit Financial Group, LLC 0.05% Add +0.7% 87,561 $4.8M
Founders Financial Securities LLC 0.36% Reduce -8.4% 85,763 $4.7M
Aspire Capital Advisors LLC 1.30% Reduce -0.1% 85,362 $4.7M
Fagan Associates, Inc. 0.71% Reduce -0.3% 83,743 $4.6M
Marshall & Sterling Wealth Advisors Inc. 3.04% Add +0.0% 81,510 $4.5M
Pinnacle Wealth Management Group, Inc. 2.57% Add +5.1% 81,287 $4.5M
Bedel Financial Consulting, Inc. 0.60% Reduce -3.5% 80,327 $4.4M
Strategic Family Wealth Counselors, L.L.C. 1.24% Reduce -12.6% 78,933 $4.3M
Lunt Capital Management, Inc. 1.65% Reduce -7.1% 78,183 $4.3M
Financial Guidance Group, Inc. 2.07% Reduce -44.0% 77,492 $4.3M
Golden State Wealth Management, LLC 0.52% Add +17.1% 76,939 $4.2M
Brookstone Capital Management 0.06% Add +9.2% 76,910 $4.2M
EPG Wealth Management LLC 1.27% Add +0.9% 76,898 $4.2M
First PREMIER Bank 1.02% Reduce -0.7% 76,801 $4.2M
Nations Financial Group Inc, /Ia/ 0.29% Reduce -8.3% 76,762 $4.2M
Symphony Financial Services, Inc. 2.50% Add +0.9% 76,006 $4.2M
Teamwork Financial Advisors, LLC 0.51% Reduce -83.8% 75,582 $4.2M
Traphagen Investment Advisors LLC 0.39% Reduce -27.4% 75,447 $4.2M
Future Financial Wealth Managment LLC 2.79% Reduce -3.4% 74,264 $4.1M
Cerro Pacific Wealth Advisors LLC 1.14% Add +17.5% 74,201 $4.1M
JBR Co Financial Management Inc 2.02% Reduce -0.6% 74,167 $4.1M
Perigon Wealth Management, LLC 0.09% Reduce -9.8% 72,412 $4.0M
International Assets Investment Management, LLC 0.32% Reduce -6.3% 71,852 $4.0M
Swisher Financial Concepts, Inc. 2.54% Reduce -22.1% 71,465 $3.9M
Main Street Financial Solutions, LLC 0.29% Add +12.2% 71,435 $3.9M
Copia Wealth Management 3.32% Reduce -2.0% 71,383 $3.9M
Pine Valley Investments Ltd Liability Co 0.23% Add +1.4% 70,957 $3.9M
Financial Management Network Inc. 0.70% Reduce -37.1% 68,884 $3.9M
USAdvisors Wealth Management, LLC 1.45% Reduce -52.8% 70,679 $3.9M
Benjamin Edwards Inc. 0.05% Add +1.1% 69,713 $3.8M
Strategic Blueprint, LLC 0.19% Reduce -0.4% 69,421 $3.8M
Endowment Wealth Management, Inc. 1.96% Add +6.3% 69,103 $3.8M
RiverTree Advisors, LLC 2.51% Reduce -37.6% 67,833 $3.7M
BCS Wealth Management 0.80% Add +15.6% 67,210 $3.7M
Tactive Advisors, LLC 1.18% — 66,315 $3.7M
Per Stirling Capital Management, LLC. 0.48% Reduce -25.9% 66,181 $3.6M
Mercer Global Advisors Inc. 0.01% Reduce -21.4% 65,617 $3.6M
Fiduciary Alliance LLC 0.27% Reduce -39.8% 65,437 $3.6M
Oregon Pacific Wealth Management, LLC 3.40% Reduce -3.1% 65,258 $3.6M
WNY Asset Management, LLC 0.40% Add +0.7% 65,240 $3.6M
Fairscale Capital, LLC 2.60% Reduce -20.4% 64,260 $3.6M
Lodestone Wealth Management LLC 1.73% Reduce -1.6% 64,506 $3.6M
Sovran Advisors, LLC 0.37% Reduce -29.5% 62,675 $3.6M
Focus Financial Network, Inc. 0.14% Reduce -15.2% 63,465 $3.5M
Fortis Advisors, LLC 2.24% Reduce -0.9% 63,458 $3.5M
Medallion Wealth Advisors, LLC 1.35% Reduce -4.3% 62,494 $3.5M
GWN Securities Inc. 0.64% Reduce -44.8% 62,996 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -80.0% 61,783 $3.4M
Nwam LLC 0.20% Add +106.0% 61,697 $3.4M
Tyler-Stone Wealth Management 0.55% Reduce -5.7% 61,525 $3.4M
Focus Partners Advisor Solutions, LLC 0.04% Add +18.5% 61,171 $3.4M
Goldman Sachs Group Inc. 0.00% Add +51.9% 60,748 $3.3M
IFG Advisory, LLC 0.17% Add +17.0% 60,046 $3.3M
Brown Advisory Inc. 0.00% Add +19.6% 58,922 $3.2M
Apollon Wealth Management, LLC 0.06% Reduce -7.4% 57,508 $3.2M
Fortis Capital Management LLC 0.49% Add +0.5% 57,037 $3.1M
Fortem Financial Group, LLC 1.01% Reduce -3.1% 56,860 $3.1M
Cornerstone Wealth Management, LLC 0.19% Add +2.5% 56,392 $3.1M
Proactive Wealth Strategies LLC 1.45% Add +2.0% 55,924 $3.1M
Madison Park Capital Advisors, LLC 2.59% Reduce -7.6% 55,863 $3.1M
Post Resch Tallon Group Inc. 2.96% Reduce -1.1% 55,367 $3.1M
Valtinson Bruner Financial Planning LLC 0.95% Add +0.5% 55,010 $3.0M
Signature Estate & Investment Advisors LLC 0.07% Add +70.2% 54,947 $3.0M
BlackRock, Inc. 0.00% Add +676.2% 54,861 $3.0M
Atlantic Family Wealth, LLC 2.61% Reduce -13.1% 54,351 $3.0M
One Plus One Wealth Management, LLC 1.62% Reduce -50.7% 53,797 $3.0M
Firestone Capital Management 0.70% Reduce -1.9% 53,775 $3.0M
US Bancorp \de 0.00% Reduce -24.7% 52,988 $2.9M
Integrated Wealth Concepts LLC 0.03% Reduce -33.1% 52,970 $2.9M
Avalon Capital Management 0.78% Reduce -3.0% 52,912 $2.9M
Leavell Investment Management, Inc. 0.13% Reduce -10.0% 52,212 $2.9M
Stegent Equity Advisors, Inc. 2.54% Reduce -7.5% 52,033 $2.9M
SFI Advisors, LLC 1.98% Reduce -5.0% 52,018 $2.9M
CreativeOne Wealth, LLC 0.07% Reduce -39.2% 51,590 $2.8M
Betterment LLC 0.01% Reduce -2.9% 51,381 $2.8M
Belpointe Asset Management LLC 0.12% Reduce -20.9% 50,860 $2.8M
LifeWealth Investments, LLC 1.01% Add +28.4% 50,277 $2.8M
Trademark Financial Management, LLC 1.66% Reduce -55.1% 49,366 $2.7M
Lokken Investment Group LLC 1.04% Add +0.3% 49,129 $2.7M
Brass Tax Wealth Management, Inc. 0.52% Add +62.1% 49,050 $2.7M
PKS Advisory Services, LLC 0.66% Reduce -7.4% 48,870 $2.7M
TrueWealth Advisors, LLC 0.80% Add +13.5% 48,835 $2.7M
Sowell Financial Services LLC 0.11% Add +12.9% 47,385 $2.6M
Glen Eagle Advisors, LLC 0.40% Reduce -7.2% 47,110 $2.6M
Prairie Sky Financial Group LLC 1.42% Add +2.6% 46,849 $2.6M
Capital Investment Advisory Services, LLC 0.21% Add +6.2% 46,800 $2.6M
Smart Portfolios, LLC 2.59% Reduce -3.1% 46,637 $2.6M
Sandbox Financial Partners, LLC 0.81% Reduce -4.3% 46,435 $2.6M
Apollon Financial, LLC 0.53% Reduce -2.5% 45,573 $2.5M
Annex Advisory Services, LLC 0.06% Reduce -16.9% 44,995 $2.5M
Nilsine Partners, LLC 0.25% Reduce -27.2% 44,851 $2.5M
BlueChip Wealth Advisors LLC 1.01% Reduce -60.9% 44,631 $2.5M
Hilltop Holdings Inc. 0.16% Add +304.2% 44,406 $2.4M
Opinicus Capital, Inc. 1.85% Add +3.2% 44,187 $2.4M
Comprehensive Financial Consultants Institutional, Inc. 0.80% Reduce -13.9% 44,001 $2.4M
Corient Private Wealth LP 0.00% Add +71.8% 43,534 $2.4M
KMG Fiduciary Partners, LLC 0.17% Reduce -2.3% 42,487 $2.3M
Sound View Wealth Advisors Group, LLC 0.17% Add +11.7% 42,272 $2.3M
Petros Family Wealth, LLC 2.12% Add +10.2% 42,188 $2.3M
Arq Wealth Advisors, LLC 0.79% No change 42,171 $2.3M
Farther Finance Advisors, LLC 0.05% Add +3.3% 41,744 $2.3M
NCM Capital Management, LLC 0.94% Add +2.4% 41,532 $2.3M
Smith Thornton Advisors LLC 1.31% Add +1.1% 41,460 $2.3M
Ellis Investment Partners, LLC 0.44% Reduce -2.9% 41,082 $2.3M
Paragon Private Wealth Management, LLC 0.90% Add +71.0% 40,795 $2.2M
Flagship Harbor Advisors, LLC 0.11% Reduce -1.4% 40,734 $2.2M
Silver Oak Securities, Incorporated 0.19% Add +8.4% 40,719 $2.2M
AlTi Global, Inc. 0.06% No change 39,309 $2.2M
Paragon Advisors, LLC 0.57% Add +10.7% 39,666 $2.2M
WealthTrak Capital Management LLC 1.82% Add +3.9% 39,566 $2.2M
Dana Investment Advisors, Inc. 0.07% Reduce -4.9% 39,500 $2.2M
Western Wealth Management, LLC 0.13% Reduce -4.7% 39,385 $2.2M
Brio Consultants, LLC 0.31% Reduce -92.1% 39,019 $2.1M
High Net Worth Advisory Group LLC 0.57% Add +0.9% 39,010 $2.1M
Pasadena Private Wealth, LLC 0.37% Reduce -0.5% 38,717 $2.1M
Mayfair Advisory Group, LLC 1.01% Reduce -15.4% 38,368 $2.1M
TruWealth Advisors, LLC 0.12% Reduce -14.9% 38,570 $2.1M
Evolution Wealth Advisors, LLC 0.31% Reduce -5.2% 38,268 $2.1M
McKinley Carter Wealth Services, Inc. 0.12% Reduce -20.3% 38,137 $2.1M
QTR Family Wealth, LLC 1.30% Reduce -2.4% 37,959 $2.1M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -70.0% 36,979 $2.0M
Atlas Wealth Partners, LLC 2.33% Reduce -4.5% 36,656 $2.0M
IVC Wealth Advisors LLC 0.98% Reduce -10.4% 36,420 $2.0M
Tower Research Capital LLC (TRC) 0.05% New 35,735 $2.0M
Avidian Wealth Enterprises, LLC 0.08% Add +2.8% 35,726 $2.0M
Pinnacle Financial Partners Inc 0.04% Reduce -76.4% 35,704 $2.0M
Venture Visionary Partners LLC 0.07% Reduce -32.1% 35,665 $2.0M
Cooper Financial Group 0.23% Reduce -64.3% 35,416 $2.0M
Savvy Advisors, Inc. 0.13% Reduce -4.2% 35,300 $1.9M
Perissos Private Wealth Management, LLC 1.53% Reduce -22.6% 35,112 $1.9M
Next Level Private LLC 0.63% Reduce -28.4% 34,867 $1.9M
ERn Financial, LLC 0.40% Reduce -11.6% 34,203 $1.9M
Gladstone Institutional Advisory LLC 0.08% Add +10.3% 33,645 $1.9M
Titleist Asset Management, LLC 0.18% Reduce -68.6% 33,412 $1.8M
Encompass More Asset Management 0.42% Reduce -4.1% 32,788 $1.8M
Trilogy Capital Inc. 0.09% Reduce -60.2% 32,701 $1.8M
Ofc Financial Planning, LLC 1.90% Add +0.9% 32,406 $1.8M
Flow Traders U.S. LLC 0.07% Add +228.6% 32,283 $1.8M
Goldstein Advisors, LLC 0.24% Reduce -13.3% 31,911 $1.8M
Stapp Wealth Management, PLLC 2.51% Reduce -46.6% 31,718 $1.7M
Diversified Trust Co. 0.04% Reduce -9.7% 31,678 $1.7M
Strategic Equity Management 0.64% Reduce -80.7% 31,663 $1.7M
BigSur Wealth Management LLC 0.44% Reduce -15.8% 31,655 $1.7M
Compass Ion Advisors, LLC 0.19% Add +3.2% 31,518 $1.7M
Creekmur Asset Management LLC 0.30% Reduce -0.3% 31,245 $1.7M
Intrepid Financial Planning Group LLC 0.72% Reduce -0.4% 31,177 $1.7M
Private Trust Co. NA 0.16% Reduce -10.5% 31,156 $1.7M
IAM Advisory, LLC 0.41% Reduce -92.2% 30,903 $1.7M
Bay Capital Advisors, LLC 1.29% Reduce -47.7% 30,625 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.42% Add +6.2% 30,571 $1.7M
Tripletail Wealth Management, LLC 2.40% — 30,341 $1.7M
Silverlake Wealth Management LLC 0.49% Add +182.3% 30,279 $1.7M
Jane Street Group, LLC 0.00% Add +202.3% 30,272 $1.7M
Money Concepts Capital Corp. 0.11% Reduce -41.2% 30,064 $1.7M
Guardian Wealth Advisors, LLC / NC 0.11% Reduce -4.7% 29,488 $1.6M
Investment Partners Asset Management, Inc. 1.12% Add +6.6% 29,107 $1.6M
Valmark Advisers, Inc. 0.02% Reduce -3.0% 28,942 $1.6M
New England Private Wealth Advisors LLC 0.23% Reduce -6.9% 28,090 $1.6M
GK Wealth Management LLC 1.56% Add +9.9% 28,553 $1.6M
Creative Planning 0.00% Reduce -25.9% 28,118 $1.5M
Ashton Thomas Private Wealth, LLC 0.05% Add +5.8% 28,080 $1.5M
Diversify Advisory Services, LLC 0.06% Reduce -18.7% 27,109 $1.5M
Oder Investment Management, LLC 1.14% Reduce -8.1% 27,499 $1.5M
Capital Analysts, LLC 0.05% Add +28.4% 27,270 $1.5M
White Knight Strategic Wealth Advisors, LLC 1.28% Reduce -1.9% 27,219 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -17.8% 27,185 $1.5M
MFA Wealth Services 1.13% Reduce -21.4% 27,177 $1.5M
Unified Investment Management 1.60% Reduce -0.1% 27,138 $1.5M
ORG Partners LLC 0.32% Reduce -19.0% 25,820 $1.5M
HF Advisory Group, LLC 0.56% Add +0.9% 25,739 $1.4M
AdvisorNet Financial, Inc 0.09% Reduce -76.1% 25,697 $1.4M
World Equity Group, Inc. 0.39% Add +37.2% 25,651 $1.4M
Global Financial Private Client, LLC 0.52% Add +7.9% 25,357 $1.4M
Heritage Wealth Management, Inc. 0.44% Add +7.7% 24,571 $1.4M
Compass Advisory Group LLC 0.42% Reduce -2.4% 23,986 $1.3M
GLOBALT Investments LLC / GA 0.05% Reduce -10.2% 23,898 $1.3M
Flagstar Securities, Inc. 0.36% Reduce -22.0% 23,856 $1.3M
DHK Financial Advisors, Inc. 0.75% Add +0.3% 23,761 $1.3M
AllSquare Wealth Management LLC 0.73% Reduce -2.1% 23,665 $1.3M
Rothschild Investment LLC 0.08% Add +3.8% 23,502 $1.3M
Garden State Investment Advisory Services LLC 0.35% Reduce -1.8% 23,434 $1.3M
Columbia Advisory Partners LLC 0.97% Reduce -56.1% 23,281 $1.3M
FMR LLC 0.00% Reduce -47.0% 23,256 $1.3M
Insight Wealth Partners, LLC 0.71% Add +4.0% 23,087 $1.3M
Quantbot Technologies LP 0.03% New 22,739 $1.3M
49 Wealth Management, LLC 0.13% Reduce -28.1% 22,616 $1.2M
Centurion Wealth Management LLC 0.35% Add +137.0% 22,363 $1.2M
SlateStone Wealth, LLC 0.11% Reduce -22.4% 22,208 $1.2M
Mma Asset Management LLC 0.47% Reduce -77.1% 22,154 $1.2M
Hazlett, Burt & Watson, Inc. 0.50% Reduce -18.7% 22,247 $1.2M
Verity Asset Management, Inc. 0.58% Reduce -4.8% 22,080 $1.2M
Brown Brothers Harriman & Co. 0.01% New 21,976 $1.2M
Hickory Asset Management, Inc. 1.00% Reduce -12.5% 21,967 $1.2M
Rovin Capital /Ut/ 0.36% Reduce -0.3% 21,478 $1.2M
Journey Strategic Wealth LLC 0.04% Reduce -70.5% 21,204 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -90.0% 21,200 $1.2M
Allie Family Office LLC 0.57% Add +0.3% 20,764 $1.1M
Sloy Dahl & Holst, LLC 0.16% Add +1.2% 20,674 $1.1M
Ancora Advisors LLC 0.02% Add +4.3% 20,274 $1.1M
Lake Street Private Wealth, LLC 0.16% Add +1.8% 20,223 $1.1M
HB Wealth Management, LLC 0.01% Reduce -27.3% 19,942 $1.1M
Scarborough Advisors, LLC 0.22% Reduce -27.7% 19,723 $1.1M
Defender Capital, LLC. 0.36% Add +11.4% 19,500 $1.1M
Beam Wealth Advisors, Inc. 0.32% Add +0.5% 19,478 $1.1M
Vicus Capital 0.09% Add +8.0% 19,459 $1.1M
Secure Asset Management, LLC 0.20% Reduce -37.5% 19,349 $1.1M
Aberdeen Group plc 0.00% Reduce -65.9% 19,188 $1.1M
Sepio Capital, LP 0.07% Reduce -30.2% 19,066 $1.1M
Centric Wealth Management 0.25% Reduce -85.3% 18,627 $1.0M
Wealth Management Partners, LLC 0.36% New 18,373 $1.0M
M Holdings Securities, Inc. 0.18% Add +31.1% 18,628 $1.0M
Lion Street Advisors, LLC 0.31% Reduce -3.8% 18,606 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.12% Reduce -1.8% 18,558 $1.0M
1858 Wealth Management, LLC 0.75% Reduce -1.6% 18,500 $1.0M
Heck Capital Advisors, LLC 0.09% Reduce -92.3% 18,371 $1.0M
Total Clarity Wealth Management, Inc. 0.29% Add +2.9% 18,348 $1.0M
American Alpha Advisors, LLC 0.81% Reduce -89.6% 18,228 $1.0M
Nova Wealth Management, Inc. 0.73% Reduce -32.8% 18,105 $998K
Cypress Wealth Services, LLC 0.18% Reduce -3.1% 18,064 $995K
Empire Financial Management Company, LLC 0.29% Reduce -26.1% 18,011 $992K
Circle Wealth Management, LLC 0.02% Reduce -26.3% 17,985 $991K
Atlas Private Wealth Advisors 0.13% Add +2.2% 17,948 $989K
Two Sigma Securities, LLC 0.12% Add +7.8% 17,894 $986K
Powers Advisory Group, LLC 0.43% Add +14.2% 17,881 $985K
RPS Advisory Solutions LLC 0.53% Reduce -15.3% 17,527 $966K
KOM Wealth Management Group, LLC 0.77% Add +123.5% 17,522 $965K
Lowe Wealth Advisors, LLC 0.38% Reduce -0.7% 17,456 $962K
Trivium Point Advisory, LLC 0.10% Add +10.6% 17,437 $961K
Avantax Planning Partners, Inc. 0.03% Reduce -24.7% 17,322 $954K
Insight Advisors, LLC/ PA 0.15% Reduce -76.1% 17,058 $940K
Rollins Financial Advisors, LLC 0.15% Reduce -26.4% 17,004 $937K
Liberty Wealth Management LLC 0.15% Add +8.0% 16,938 $933K
GPS Wealth Strategies Group, LLC 0.10% Reduce -22.4% 16,208 $893K
Coastline Trust Co 0.10% Reduce -43.3% 16,100 $887K
Vivid Wealth Management, LLC 0.39% Add +5.5% 16,077 $886K
Legacy Financial Strategies, LLC 0.17% Reduce -25.8% 16,056 $885K
BankPlus Trust Department 0.26% Reduce -0.0% 15,916 $877K
Mutual Advisors, LLC 0.02% Reduce -3.4% 15,295 $876K
Harbor Asset Planning, Inc. 0.83% — 15,725 $866K
Key Client Fiduciary Advisors, LLC 0.35% Add +8.3% 15,647 $862K
AE Wealth Management LLC 0.01% Reduce -36.8% 15,467 $852K
Comprehensive Financial Planning, Inc. 0.67% Add +2.9% 15,435 $850K
Commonwealth Financial Services, LLC 0.16% Reduce -89.9% 15,324 $844K
Barrett & Company, Inc. 0.32% Add +4.5% 15,291 $843K
Adapt Wealth Advisors, LLC 0.37% Reduce -27.9% 15,141 $834K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +22.9% 15,136 $834K
Y-Intercept (Hong Kong) Ltd 0.02% New 15,132 $834K
Kraematon Investment Advisors, Inc. 0.78% Reduce -1.4% 15,049 $829K
Choreo, LLC 0.01% Reduce -4.7% 14,843 $818K
Hicks Capital Management LLC 1.28% Reduce -27.2% 14,703 $810K
Romano Brothers and Company 0.10% Add +1.9% 14,651 $807K
Claro Advisors Inc. 0.13% Reduce -16.6% 14,649 $807K
KPP Advisory Services LLC 0.13% Reduce -7.8% 14,394 $793K
Gateway Wealth Partners, LLC 0.15% Reduce -19.5% 14,368 $792K
Opal Wealth Advisors, LLC 0.22% Reduce -26.6% 14,310 $788K
Tyche Wealth Partners LLC 0.16% Reduce -2.7% 14,104 $777K
LaSalle St. Investment Advisors, LLC 0.21% Reduce -16.9% 14,096 $776K
Barnes Pettey Financial Advisors, LLC 0.52% Add +0.5% 14,004 $772K
Bravias Capital Group, LLC 0.57% Reduce -1.7% 13,977 $770K
Capasso Planning Partners LLC 0.44% Reduce -42.2% 13,976 $770K
Berkeley, Inc 0.28% Reduce -46.6% 13,968 $770K
Summit Wealth Partners, LLC 0.15% Reduce -57.2% 13,835 $762K
Vertex Planning Partners, LLC 0.16% Add +0.2% 13,759 $758K
Pathstone Holdings, LLC 0.00% Reduce -58.4% 13,741 $757K
Fisher Asset Management 0.00% Add +68.9% 13,734 $757K
Moloney Securities Asset Management, LLC 0.09% Add +7.5% 13,512 $745K
Guardian Asset Advisors, LLC 0.43% Reduce -0.7% 13,451 $741K
Centerpoint Advisory Group 0.64% Reduce -2.7% 13,343 $735K
Integrity Alliance, Llc. 0.04% Reduce -29.2% 13,259 $731K
Dynamic Advisor Solutions LLC 0.02% Reduce -21.1% 13,105 $722K
TCFG Wealth Management, LLC 0.33% Add +90.1% 13,090 $721K
Alta Wealth Advisors LLC 0.33% Reduce -25.4% 12,847 $708K
Grant Street Asset Management, Inc. 0.16% Reduce -97.2% 12,817 $706K
5T Wealth, LLC 0.36% Reduce -12.5% 12,754 $703K
Long Island Wealth Management, Inc. 0.36% No change 12,719 $701K
Millstone Evans Group, LLC 0.48% Add +0.0% 12,685 $699K
Brookwood Investment Group LLC 0.11% Reduce -9.8% 12,495 $688K
Exchange Traded Concepts, LLC 0.01% Add +6.2% 12,375 $682K
Kingswood Wealth Advisors, LLC 0.05% Reduce -60.5% 12,318 $679K
Mission Wealth Management, LP 0.01% Reduce -1.1% 12,032 $663K
Investor's Fiduciary Advisor Network, LLC 0.25% Add +2.2% 11,997 $661K
Novem Group 0.08% Reduce -14.8% 11,984 $660K
Channel Wealth LLC 0.19% Reduce -7.3% 11,975 $660K
Capstone Wealth Management Group LLC 0.47% Reduce -4.7% 11,800 $650K
PGIM Custom Harvest LLC 0.01% No change 11,719 $646K
Schmidt P J Investment Management Inc. 0.11% Reduce -79.7% 11,717 $646K
Moneta Group Investment Advisors LLC 0.01% Reduce -13.7% 11,659 $642K
PFG Investments, LLC 0.04% Add +5.7% 11,634 $641K
Cyndeo Wealth Partners, LLC 0.04% Reduce -6.0% 11,613 $640K
Ocean Park Asset Management, LLC 0.02% No change 11,650 $638K
Cornerstone Advisory, LLC 0.07% Reduce -25.7% 11,546 $636K
MWA Asset Management 0.39% Add +3.3% 11,457 $631K
Bank of New York Mellon Corp 0.00% Reduce -97.0% 11,409 $629K
Wealth Watch Advisors, INC 0.36% Add +20.2% 11,391 $628K
Uptick Partners, LLC 0.17% New 10,948 $603K
Northern Trust Corp. 0.00% Reduce -47.2% 10,941 $603K
Berger Financial Group, Inc 0.04% Reduce -2.8% 10,755 $593K
NTV Asset Management LLC 0.07% Reduce -6.6% 10,625 $585K
SeaCrest Wealth Management, LLC 0.06% Reduce -36.5% 10,501 $579K
Midland Wealth Advisors, LLC 0.03% Reduce -16.0% 10,482 $578K
TAGStone Capital, Inc. 0.24% New 10,347 $575K
Lanark Financial, Inc. 0.05% Reduce -13.2% 10,412 $573K
Jacksonville Wealth Management, LLC 0.46% No change 10,302 $568K
ProVise Management Group, LLC 0.04% Add +0.9% 10,198 $562K
Gries Financial LLC 0.10% No change 10,188 $561K
Hofer & Associates. Inc 0.35% Add +8.8% 10,106 $557K
Obsidian Cio, LLC 0.08% Reduce -4.9% 10,033 $553K
Capital Advisory Group Advisory Services, LLC 0.20% Reduce -49.2% 10,008 $551K
N.E.W. Advisory Services LLC 0.05% Add +0.5% 9,974 $550K
Vista Investment Partners LLC 0.16% Add +23.4% 9,862 $543K
Inspire Advisors, LLC 0.06% Reduce -8.3% 9,819 $541K
RTD Financial Advisors, Inc. 0.07% Add +7.8% 9,812 $541K
Lewis Asset Management, LLC 0.25% New 9,748 $537K
Balefire, LLC 0.12% Add +10.9% 9,748 $537K
Capital Advisors, Ltd. LLC 0.07% No change 9,737 $537K
Lionsbridge Wealth Management LLC 0.53% Reduce -78.4% 9,739 $537K
Coordinated Financial Services, Inc. 0.38% — 9,733 $536K
Socha Financial Group, LLC 0.24% Reduce -53.8% 9,659 $532K
OxenFree Capital LLC 0.32% Add +0.2% 9,534 $525K
Magnolia Capital Advisors LLC 0.13% Reduce -27.0% 9,397 $518K
Autumn Glory Partners, LLC 0.24% Reduce -31.1% 9,392 $517K
BKM Wealth Management, LLC 0.20% Add +0.8% 9,382 $517K
Bey-Douglas LLC 0.31% Add +10.8% 9,373 $516K
HRT Financial LP 0.00% New 9,345 $514K
BCGM Wealth Management, LLC 0.14% Reduce -19.9% 9,300 $512K
EWG Elevate Inc. 0.16% No change 9,175 $506K
Ranch Capital Advisors Inc. 0.22% Add +1.5% 9,103 $502K
Diligent Investors, LLC 0.12% Reduce -16.1% 9,025 $497K
Trexquant Investment LP 0.01% Add +15.0% 9,011 $497K
Arax Advisory Partners 0.02% Add +13.2% 9,005 $496K
Summit Asset Management, LLC 0.08% Reduce -30.1% 8,990 $495K
GSG Advisors LLC 0.14% Add +0.3% 8,953 $493K
Stephens Inc. 0.01% Reduce -3.5% 8,931 $492K
WealthCare Investment Partners, LLC 0.18% Reduce -8.6% 8,687 $492K
Glass Jacobson Investment Advisors llc 0.19% Add +1.1% 8,915 $491K
Simplicity Wealth,LLC 0.02% Add +9.5% 8,838 $487K
Cahill Financial Advisors Inc. 0.06% Reduce -8.9% 8,822 $486K
Tranquility Partners, LLC 0.17% Reduce -2.8% 8,779 $484K
SOL Capital Management CO 0.05% Reduce -25.0% 8,595 $474K
Next Level Wealth Planning, LLC 0.30% Reduce -0.9% 8,513 $469K
Front Row Advisors LLC 0.16% Add +3.4% 8,463 $466K
Roman Butler Fullerton & Co. 0.14% Add +16.5% 8,026 $460K
PNC Financial Services Group, Inc. 0.00% Reduce -28.1% 8,328 $459K
Advisor Resource Council 0.22% Reduce -78.2% 8,195 $452K
Keystone Financial Group 0.04% Add +4.7% 8,170 $450K
Bank of Montreal 0.00% Add +39.6% 8,101 $446K
Financial Engines Advisors L.L.C. 0.00% Reduce -5.5% 8,055 $444K
NewEdge Wealth, LLC 0.01% Add +12.5% 7,951 $439K
Jacobi Capital Management LLC 0.03% Reduce -2.2% 7,952 $438K
BankPlus Wealth Management LLC 0.29% Reduce -1.1% 7,924 $437K
Wetzel Investment Advisors, Inc. 0.20% Reduce -40.3% 7,900 $435K
Revisor Wealth Management LLC 0.16% Add +13.6% 7,615 $434K
Integrated Advisors Network LLC 0.02% Reduce -68.3% 7,885 $434K
Maridea Wealth Management LLC 0.11% Reduce -43.5% 7,844 $432K
Prepared Retirement Institute LLC 0.25% Add +0.3% 7,815 $431K
Fortress Private Ledger, LLC 0.20% Reduce -29.8% 7,796 $430K
Weaver Consulting Group 0.12% Reduce -24.8% 7,774 $428K
Fiducient Advisors LLC 0.05% No change 7,770 $428K
Cairn Investment Group, Inc. 0.22% Add +46.2% 7,720 $425K
BlueStem Wealth Partners, LLC 0.05% New 7,703 $424K
Plotkin Financial Advisors, LLC 0.23% Reduce -5.0% 7,610 $419K
Oxler Private Wealth LLC 0.13% Reduce -94.7% 7,481 $412K
West Michigan Advisors, LLC 0.12% Reduce -9.4% 7,428 $409K
Sierra Capital LLC 0.05% Add +64.5% 7,396 $408K
Fortis Capital Advisors, LLC 0.07% Reduce -7.4% 7,360 $406K
Delta Investment Management, LLC 0.08% Add +2.0% 7,316 $403K
Accurate Wealth Management, LLC 0.06% Add +52.5% 7,042 $402K
FWL Investment Management, LLC 0.12% Reduce -5.7% 7,258 $400K
EP Wealth Advisors, LLC 0.00% Reduce -25.4% 7,213 $397K
Koshinski Asset Management, Inc. 0.03% Reduce -5.1% 7,211 $397K
Victory Financial Group, LLC 0.06% Reduce -9.6% 7,151 $394K
Redhawk Wealth Advisors, Inc. 0.05% Add +0.3% 7,101 $391K
Avantra Family Wealth, Inc. 0.32% Reduce -65.1% 7,066 $389K
Stewardship Advisors, LLC 0.10% No change 6,896 $380K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -3.0% 6,895 $380K
M3 Advisory Group, LLC 0.26% Add +4.8% 6,829 $376K
LexAurum Advisors, LLC 0.06% Reduce -3.0% 6,722 $370K
Icon Wealth Advisors, LLC 0.03% Add +0.2% 6,681 $368K
Continuum Advisory, LLC 0.04% Reduce -50.7% 6,589 $363K
Coppell Advisory Solutions LLC 0.04% New 6,540 $360K
Monograph Wealth Advisors, LLC 0.04% Reduce -36.1% 6,502 $358K
Winebrenner Capital Management LLC 0.29% No change 6,465 $356K
Chicago Wealth Management, Inc. 0.17% Add +0.2% 6,386 $352K
Savant Capital, LLC 0.00% Reduce -38.3% 6,346 $350K
Triumph Capital Management 0.10% Reduce -17.7% 6,316 $348K
Trust Point Inc. 0.03% No change 6,284 $346K
Quantum Private Wealth, LLC 0.11% Reduce -22.4% 6,250 $344K
Sentinel Pension Advisors, LLC 0.06% Reduce -83.5% 6,220 $343K
Florida Financial Advisors, LLC 0.08% Reduce -33.9% 6,158 $339K
Composition Wealth, LLC 0.01% New 6,150 $339K
Tradition Wealth Management, LLC 0.03% Reduce -63.5% 6,106 $336K
CIBC Private Wealth Group LLC 0.00% Reduce -46.0% 6,032 $332K
Saxon Interests, Inc. 0.16% No change 6,056 $332K
L & S Advisors Inc 0.04% Add +0.6% 5,949 $328K
Atticus Wealth Management, LLC 0.09% New 5,915 $326K
Philip James Wealth Mangement, LLC 0.04% Add +4.8% 5,915 $326K
Regimen Wealth, LLC 0.10% Reduce -98.1% 5,728 $316K
Revolve Wealth Partners, LLC 0.04% Reduce -0.4% 5,717 $315K
Sachetta, LLC 0.12% Reduce -5.2% 5,688 $313K
Avaii Wealth Management, LLC 0.14% Reduce -48.0% 5,646 $311K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +83.7% 5,635 $311K
Richardson Capital Management LLC 0.16% Add +1.1% 5,637 $311K
O'shaughnessy Asset Management, LLC 0.00% Reduce -38.0% 5,616 $309K
Maripau Wealth Management LLC 0.16% New 5,589 $308K
Signal Advisors Wealth, LLC 0.02% New 5,589 $308K
CRA Financial Services, LLC 0.05% Reduce -2.2% 5,575 $307K
Arete Wealth Advisors, LLC 0.02% Add +12.3% 5,548 $306K
Wealth Management Associates, Inc. 0.12% Reduce -14.0% 5,532 $305K
ETF Store, Inc. 0.35% Reduce -6.8% 5,523 $304K
Optivise Advisory Services LLC 0.15% Reduce -25.5% 5,471 $301K
Garde Capital, Inc. 0.02% Reduce -6.3% 5,470 $301K
North Capital, Inc. 0.26% Reduce -1.8% 5,455 $301K
Modera Wealth Management, LLC 0.00% Reduce -13.1% 5,453 $300K
HMV Wealth Advisors, LLC 0.19% No change 5,373 $296K
West Bancorporation Inc. 0.19% Reduce -85.6% 5,355 $295K
Scotia Capital Inc. 0.00% New 5,348 $295K
IMG Wealth Management, Inc. 0.23% No change 5,345 $295K
Optima Capital LLC 0.16% Add +9.4% 5,322 $293K
Vienna Asset Management LLC 0.20% Reduce -88.6% 5,318 $293K
Nautilus Advisors LLC 0.21% Reduce -11.4% 5,259 $290K
Ethos Financial Group, LLC 0.02% No change 5,208 $287K
Bokf, NA 0.00% Reduce -3.3% 5,212 $287K
Benchmark Wealth Management, LLC 0.13% Reduce -29.3% 5,208 $287K
McAlister, Sweet & Associates, Inc. 0.25% Reduce -96.4% 5,133 $283K
Milestone Asset Management, LLC 0.06% Reduce -1.4% 5,072 $279K
Wealthspire Advisors, LLC 0.00% Reduce -20.2% 5,049 $278K
CFS Investment Advisory Services, LLC 0.02% New 5,004 $276K
Breakwater Capital Group 0.04% Reduce -59.6% 4,980 $274K
Pure Financial Advisors, LLC 0.00% Reduce -18.2% 4,958 $273K
Aurora Private Wealth, Inc. 0.20% Reduce -52.3% 4,943 $272K
WESPAC Advisors SoCal, LLC 0.06% No change 4,875 $269K
Rothschild Capital Partners, LLC 0.07% Reduce -29.0% 4,862 $268K
First Trust Advisors LP 0.00% New 4,856 $268K
Spire Wealth Management 0.01% Reduce -16.0% 4,773 $263K
Twin Peaks Wealth Advisors, LLC 0.08% Reduce -9.1% 4,641 $260K
Ceera Investments, LLC 0.08% No change 4,695 $259K
Fort Sheridan Advisors LLC 0.04% Reduce -22.0% 4,693 $259K
HCR Wealth Advisors 0.03% Add +4.6% 4,681 $258K
M.E. Allison & Co., Inc. 0.21% Add +5.7% 4,660 $257K
True North Advisors, LLC 0.05% Reduce -2.3% 4,644 $256K
Saxony Capital Management, LLC 0.20% Reduce -19.1% 4,641 $256K
Essex Bank 0.06% No change 4,630 $255K
Regal Partners Ltd 0.02% New 4,514 $249K
Napa Wealth Management 0.12% Reduce -17.2% 4,460 $246K
Wincap Financial LLC 0.20% New 4,425 $244K
Strategic Financial Concepts, LLC 0.03% Reduce -66.8% 4,401 $243K
ZEGA Investments, LLC 0.06% Reduce -86.2% 4,392 $242K
Gainplan LLC 0.11% Reduce -24.5% 4,355 $240K
Cresset Asset Management, LLC 0.00% Reduce -96.5% 4,352 $240K
Stark Wealth Management LLC 0.34% Reduce -1.4% 4,347 $240K
Keybank National Association 0.00% New 4,266 $235K
Independent Wealth Network Inc. 0.09% Add +3.4% 4,239 $234K
Turning Point Benefit Group, Inc. 0.18% Reduce -24.9% 4,233 $233K
Kovack Advisors, Inc. 0.02% Reduce -57.6% 4,211 $232K
Retirement Planning Group, LLC / NY 0.20% Add +6.8% 4,174 $230K
Alpha Financial Partners LLC 0.16% Reduce -82.4% 4,117 $227K
Three Magnolias Financial Advisors, LLC 0.16% Reduce -0.9% 4,064 $224K
Novak & Powell Financial Services, Inc. 0.15% New 4,054 $223K
Up Strategic Wealth Investment Advisors LLC 0.17% No change 4,023 $222K
Verdence Capital Advisors LLC 0.01% Reduce -9.3% 3,965 $218K
Wbi Investments, LLC 0.06% Add +3.4% 3,948 $218K
Chancellor Financial Group WB LP 0.17% New 3,900 $215K
Quadrant Private Wealth Management, LLC 0.04% Reduce -31.1% 3,874 $213K
Greenleaf Trust 0.00% No change 3,848 $212K
Kennedy Investment Group, Inc. 0.09% New 3,837 $211K
Global Assets Advisory, LLC 0.08% Reduce -94.8% 3,742 $210K
Astoria Portfolio Advisors LLC. 0.06% New 3,676 $210K
Resurgent Financial Advisors LLC 0.11% Reduce -76.5% 3,777 $208K
SteelPeak Wealth, LLC 0.01% Reduce -21.9% 3,668 $202K
Obermeyer Wealth Partners 0.01% Reduce -8.7% 3,667 $202K
MSH Capital Advisors LLC 0.06% Reduce -23.6% 3,662 $202K
Chapin Davis, Inc. 0.06% New 3,650 $201K
Ferguson Shapiro LLC 0.07% Reduce -0.4% 3,644 $201K
Accel Wealth Management 0.07% Reduce -5.2% 3,634 $200K
Realta Investment Advisors 0.08% Reduce -7.8% 3,531 $195K
Assetmark, Inc. 0.00% Add +11.5% 3,280 $181K
Flagship Wealth Advisors, LLC 0.07% No change 3,250 $179K
Whittier Trust Co. 0.00% Add +1.5% 3,190 $176K
WFA of San Diego, LLC 0.13% — 3,131 $173K
Signaturefd, LLC 0.00% Reduce -8.6% 2,892 $159K
1 North Wealth Services LLC 0.06% Add +31.8% 2,845 $157K
Murphy & Mullick Capital Management Corp 0.12% Reduce -8.3% 2,734 $151K
Legacy Investment Solutions, LLC 0.08% — 2,578 $142K
Legacy Wealth Managment, LLC 0.08% Reduce -19.5% 2,578 $142K
CENTRAL TRUST Co 0.00% Add +5.5% 2,377 $131K
CoreCap Advisors, LLC 0.01% Reduce -4.7% 2,358 $130K
Asset Dedication, LLC 0.01% Add +0.8% 2,285 $126K
Financial Gravity Companies, Inc. 0.02% — 2,280 $126K
S.A. Mason LLC 0.06% Add +11.1% 2,255 $124K
Raffa Wealth Management, LLC 0.02% New 2,191 $121K
Blue Trust, Inc. 0.00% Reduce -48.6% 2,182 $120K
Arlington Trust Co LLC 0.02% Add +1290.7% 2,086 $115K
Brooklyn Investment Group 0.01% New 2,022 $111K
LRI Investments, LLC 0.01% No change 1,874 $103K
Headlands Technologies LLC 0.01% New 1,841 $101K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -23.8% 1,827 $101K
Russell Investments Group, Ltd. 0.00% Reduce -1.8% 1,823 $100K
Trust Co. of Vermont 0.00% New 1,816 $100K
McIlrath & Eck, LLC 0.01% Add +0.3% 1,752 $97K
Bare Financial Services, Inc 0.03% No change 1,736 $96K
Orion Capital Management LLC 0.04% No change 1,700 $94K
Beacon Capital Management, LLC 0.01% New 1,685 $93K
TD Capital Management LLC 0.01% Add +0.3% 1,676 $92K
Sound Income Strategies, LLC 0.01% Reduce -25.7% 1,585 $87K
Oakworth Capital, Inc. 0.01% No change 1,568 $86K
Ameriflex Group, Inc. 0.05% Reduce -88.7% 1,570 $86K
Anchor Investment Management, LLC 0.01% Reduce -10.0% 1,546 $85K
Caldwell Sutter Capital, Inc. 0.04% Reduce -11.6% 1,522 $84K
Trust Co. of Toledo NA 0.01% New 1,409 $78K
Blue Bell Private Wealth Management, LLC 0.01% Add +89.3% 1,378 $76K
Sunbelt Securities, Inc. 0.01% Add +298.1% 1,294 $73K
Investors Research Corp 0.01% No change 1,313 $72K
Crewe Advisors LLC 0.01% Add +0.2% 1,312 $72K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,165 $64K
Hilltop National Bank 0.02% — 1,100 $61K
Kiker Wealth Management, LLC 0.03% Reduce -6.6% 1,077 $59K
Bell Investment Advisors, Inc 0.01% No change 1,076 $59K
SRH Advisors, LLC 0.02% No change 1,040 $57K
Crews Bank & Trust 0.01% No change 926 $51K
Strategic Wealth Partners, Ltd. 0.00% — 902 $50K
Smartleaf Asset Management LLC 0.00% New 732 $40K
JFS Wealth Advisors, LLC 0.00% Add +66.4% 714 $39K
West Oak Capital, LLC 0.02% No change 700 $39K
Hollencrest Capital Management 0.00% Reduce -99.9% 683 $38K
2UniFi Bank 0.02% No change 650 $36K
Tidemark, LLC 0.01% No change 633 $35K
Quest 10 Wealth Builders, Inc. 0.03% Add +24.0% 630 $35K
MJT & Associates Financial Advisory Group, Inc. 0.04% No change 615 $34K
Register Financial Advisors LLC 0.01% Reduce -16.1% 600 $33K
Bogart Wealth, LLC 0.00% Reduce -36.4% 586 $32K
Clearstead Advisors, LLC 0.00% No change 560 $31K
NFSG Corp 0.00% Add +1217.5% 527 $29K
HHM Wealth Advisors, LLC 0.00% Reduce -9.4% 512 $28K
Redwood Park Advisors LLC 0.02% New 500 $28K
Brentview Investment Management LLC 0.01% No change 500 $28K
American Capital Advisory, LLC 0.01% No change 500 $28K
Costello Asset Management, INC 0.01% New 475 $26K
Whittier Trust Co. of Nevada Inc. 0.00% New 460 $25K
MPWM Advisory Solutions, LLC 0.02% Reduce -16.3% 458 $25K
Proffitt & Goodson Inc. 0.00% New 458 $25K
Hughes Financial Services, LLC 0.00% No change 427 $24K
Cherry Tree Wealth Management, LLC 0.01% No change 410 $23K
Larson Financial Group LLC 0.00% Reduce -36.2% 402 $22K
Farmers & Merchants Investments Inc. 0.00% Reduce -42.2% 385 $21K
FSA Wealth Management LLC 0.01% No change 363 $20K
Nvwm, LLC 0.00% No change 359 $20K
American National Bank & Trust 0.00% New 356 $20K
Salem Investment Counselors Inc. 0.00% No change 350 $19K
Gen-Wealth Partners Inc 0.01% No change 347 $19K
Ascentis Wealth Management, LLC 0.01% No change 340 $19K
Dunhill Financial, LLC 0.00% New 300 $17K
Abound Wealth Management 0.00% No change 295 $16K
Sittner & Nelson, LLC 0.01% No change 284 $16K
Fourth Dimension Wealth, LLC 0.01% No change 253 $14K
Compass Financial Services Inc 0.01% No change 250 $14K
Pinnacle Bancorp, Inc. 0.00% Reduce -92.4% 221 $12K
Ogorek Anthony Joseph /NY/ 0.00% No change 220 $12K
Founders Financial Alliance, LLC 0.00% No change 200 $11K
Provenance Wealth Advisors, LLC 0.00% Reduce -83.3% 200 $11K
IAG Wealth Partners, LLC 0.00% No change 200 $11K
MCF Advisors LLC 0.00% No change 200 $11K
Eastern Bank 0.00% New 189 $10K
Parallel Advisors, LLC 0.00% Reduce -96.2% 180 $10K
Colonial Trust Co / SC 0.00% No change 180 $10K
Wolff Wiese Magana LLC 0.01% No change 176 $10K
POM Investment Strategies, LLC 0.01% New 175 $10K
Salomon & Ludwin, LLC 0.00% Reduce -50.1% 162 $9K
Indiana Trust & Investment Management Co 0.00% No change 155 $9K
National Bank of Canada 0.00% Reduce -99.0% 150 $8K
Operose Advisors LLC 0.00% No change 146 $8K
Traub Capital Management LLC 0.01% — 143 $8K
CVA Family Office, LLC 0.00% No change 141 $8K
Financial Network Wealth Advisors LLC 0.01% No change 129 $7K
Pension & Wealth Management Advisors, Inc. 0.00% Add +0.8% 128 $7K
Winch Advisory Services, LLC 0.00% No change 58 $3K
Vermillion Wealth Management, Inc. 0.00% Reduce -63.5% 42 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 35 $2K
Truvestments Capital LLC 0.00% No change 30 $2K
Bridge Generations Wealth Management LLC 0.00% No change 10 $551
MassMutual Private Wealth & Trust, FSB 0.00% No change 8 $441
WealthShield Partners, LLC 0.00% No change 2 $110
Beacon Capital Management, Inc. 0.00% New 1 $24

"% 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.