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Get Institutions for : 
Pacer Trendpilot 100 Etf (PTNQ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 113    5
Total shares held : 
 10,147,697  
% of shares held : 
 63.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 1,014,820  
% of shares held change : 
   6.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 260,721
 2.57%
 
Increased Positions :
48
 1,239,108
 12.21%
 
Unchanged Positions :
19
 192,581
 1.9%
 
Decreased Positions :
31
-290,881
-2.87%
 
Closed Positions :
10
-194,128
-1.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1251 - 2024-03-31 1,358,164 $93,279,000 -87,963
   LPL FINANCIAL CORP 372 - 2024-03-31 1,235,463 $84,852,000 -79,692
   BANK OF AMERICA CORP /DE/ 1031 - 2024-03-31 1,147,510 $78,811,000 73,667
   WELLS FARGO & CO/MN 760 - 2024-03-31 647,159 $44,447,000 -35,676
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 364 - 2024-03-31 460,802 $31,648,000 -8,455
   Advisor Group Holdings Inc. 296 - 2024-03-31 436,485 $29,979,000 -45,905
   Cetera Investment Advisers 305 - 2024-03-31 388,227 $26,663,000 281,662
   STIFEL FINANCIAL CORP 481 - 2024-03-31 350,285 $24,058,000 3,484
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 232 - 2024-03-31 319,729 $21,959,000 16,469
   RAYMOND JAMES & ASSOCIATES 769 - 2024-03-31 296,549 $20,367,000 7,341
   ROYAL BANK OF CANADA 1142 - 2024-03-31 283,695 $19,484,000 -15,159
   UBS Group AG 1226 - 2024-03-31 275,842 $18,945,000 722
   COMMONWEALTH EQUITY SERVICES LLC. 646 - 2024-03-31 200,350 $13,760,000 19,446
   MULTIFINANCIAL SECURITIES CORP 174 - 2024-03-31 200,280 $13,755,000 62,136
   ODonnell Financial Services LLC 7 - 2024-03-31 176,486 $12,121,000 -2,411
   Pacer Advisors Inc. 340 - 2024-03-31 149,503 $10,268,000 -9,569
   FINANCIAL NETWORK 398 - 2024-03-31 131,666 $9,043,000 90,665
   H D Vest Advisory Services 193 - 2024-03-31 131,574 $9,037,000 14,874
   Geneos Wealth Management Inc. 58 - 2024-03-31 116,210 $7,981,000 18,035
   Atria Wealth Solutions Inc. 241 - 2024-03-31 113,233 $7,777,000 30,219
   LEVEL FOUR ADVISORY SERVICES LLC 53 - 2024-03-31 105,883 $6,917,000 3,672
   Equitable Holdings Inc. 198 - 2024-03-31 96,493 $6,627,000 7,015
   STEPHENS INC /AR/ 214 - 2024-03-31 96,123 $6,602,000 4,550
   BB&T CORP 804 - 2024-03-31 89,221 $6,128,000 -5,853
   Steward Partners Investment Advisory LLC 288 - 2024-03-31 88,448 $6,075,000 13,277
   Goss Wealth Management LLC 349 - 2024-03-31 84,082 $5,775,000 -216
   ENVESTNET ASSET MANAGEMENT INC 1922 - 2024-03-31 77,876 $5,349,000 16,968
   Clarus Group Inc. 10 - 2024-03-31 76,181 $5,232,000 -620
   Rockefeller Capital Management L.P. 684 *New 2024-03-31 72,904 $5,007,000 72,904
   CREATIVE FINANCIAL DESIGNS INC /ADV 52 - 2024-03-31 66,337 $4,556,000 1,668
   PROSPERA FINANCIAL SERVICES 163 - 2023-12-31 64,861 $4,237,000 58,537
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 707 - 2024-03-31 61,474 $4,222,000 -8,116
   Financial Advocates Investment Management 100 - 2024-03-31 59,128 $4,061,000 1,852
   Aft Forsyth & Sober LLC 13 - 2024-03-31 56,225 $3,862,000 0
   Empirical Finance LLC 92 - 2024-03-31 55,734 $3,828,000 0
   TITLEIST ASSET MANAGEMENT LTD. 25 *New 2022-12-31 74,360 $3,661,000 74,360
   MONECO Advisors LLC 44 - 2024-03-31 48,085 $3,302,000 12,271
   Private Advisor Group LLC 609 - 2024-03-31 47,639 $3,272,000 942
   Western Wealth Management LLC 88 - 2024-03-31 42,843 $2,942,000 966
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 30 - 2024-03-31 41,064 $2,820,000 -49,140
   Gimbal Financial 9 - 2024-03-31 40,563 $2,786,000 16,467
   MML INVESTORS SERVICES LLC 929 - 2024-03-31 37,322 $2,563,000 2,926
   Kestra Advisory Services LLC 770 - 2024-03-31 36,831 $2,530,000 6,364
   Calton & Associates Inc. 18 - 2024-03-31 34,193 $2,348,000 -8,126
   Vienna Asset Management LLC 19 - 2024-03-31 31,742 $2,180,000 9,662
   FIRST HEARTLAND CONSULTANTS INC 108 - 2024-03-31 29,904 $2,054,000 25,867
   CWM LLC 611 - 2024-03-31 29,136 $2,001,000 -2,480
   Concurrent Investment Advisors LLC 244 - 2024-03-31 28,528 $1,959,000 474
   KESTRA PRIVATE WEALTH SERVICES LLC 389 - 2024-03-31 27,430 $1,884,000 2,333
   JBR Co Financial Management Inc 19 - 2024-03-31 27,280 $1,874,000 -1,000
   MAGNOLIA CAPITAL ADVISORS LLC 22 - 2024-03-31 25,757 $1,706,000 -184
   PFG Advisors 195 - 2024-03-31 24,801 $1,703,000 -3,921
   Financial Services Advisory Inc 34 - 2024-03-31 23,136 $1,589,000 -2,909
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2032 - 2024-03-31 22,865 $1,570,000 -22,674
   Stratos Wealth Partners LTD. 503 - 2024-03-31 22,094 $1,517,000 4,133
   Stegent Equity Advisors Inc. 26 - 2024-03-31 19,833 $1,362,000 5,108
   NATIONAL ASSET MANAGEMENT, INC. 450 - 2024-03-31 21,480 $1,320,000 9,856
   JANNEY MONTGOMERY SCOTT LLC 1374 - 2024-03-31 18,601 $1,278,000 3,447
   Advisor Resource Council 37 - 2024-03-31 18,287 $1,256,000 5,353
   LINCOLN NATIONAL CORP 453 - 2024-03-31 17,976 $1,235,000 2,911
   New Century Financial Group LLC 31 - 2024-03-31 16,624 $1,142,000 9,892
   OPPENHEIMER & CO INC 707 - 2024-03-31 16,031 $1,101,000 735
   RAYMOND JAMES TRUST CO 460 - 2024-03-31 15,023 $1,032,000 770
   Arkadios Wealth Advisors 228 - 2024-03-31 14,932 $1,026,000 208
   Sigma Planning Corp 515 - 2024-03-31 13,942 $958,000 7,991
   Stratos Wealth Advisors LLC 333 *New 2024-03-31 13,891 $954,000 13,891
   HARBOUR INVESTMENTS INC. 373 - 2023-12-31 14,603 $954,000 4,977
   WILEY BROS.-AINTREE CAPITAL LLC 161 *New 2024-03-31 13,818 $949,000 13,818
   Southland Equity Partners LLC 67 - 2024-03-31 13,358 $917,000 -293
   FINANCIAL MANAGEMENT NETWORK INC 72 - 2024-03-31 13,408 $912,000 4,518
   COMERICA BANK 1589 - 2024-03-31 13,166 $904,000 0
   Change Path LLC 418 - 2024-03-31 12,361 $849,000 164
   XML Financial LLC 181 - 2024-03-31 12,327 $847,000 278
   Clear Creek Financial Management LLC 176 - 2024-03-31 11,922 $819,000 -9,160
   ELEVATUS WELATH MANAGEMENT 42 - 2024-03-31 11,611 $797,000 0
   AXXCESS WEALTH MANAGEMENT LLC 436 - 2024-03-31 11,043 $758,000 -1,573
   Capital Asset Advisory Services LLC 155 - 2024-03-31 11,043 $755,000 -1,573
   Oder Investment Management LLC 48 - 2024-03-31 10,880 $747,000 0
   IHT Wealth Management LLC 517 - 2024-03-31 10,611 $729,000 4,219
   Burns Matteson Capital Management LLC 48 - 2024-03-31 10,012 $688,000 6,652
   Sovereign Financial Group Inc. 125 - 2024-03-31 8,839 $607,000 4,028
   WEDBUSH MORGAN SECURITIES INC 564 - 2024-03-31 8,823 $606,000 678
   J.W. COLE ADVISORS INC. 490 - 2024-03-31 8,548 $587,000 49
   GPS Wealth Strategies Group LLC 142 - 2024-03-31 8,187 $562,000 313
   Brookstone Capital Management 598 - 2024-03-31 7,961 $547,000 1,538
   MARINER WEALTH ADVISORS, LLC 1983 - 2024-03-31 7,638 $525,000 -2,532
   BROWN BROTHERS HARRIMAN & CO 352 - 2024-03-31 7,328 $503,000 0
   Legacy Trust 111 - 2024-03-31 6,683 $459,000 0
   PRIVATE TRUST CO NA 413 - 2024-03-31 6,267 $430,000 -781
   HANSON MCCLAIN, INC. 582 *New 2024-03-31 6,216 $427,000 6,216
   Tempus Wealth Planning LLC 126 - 2024-03-31 6,126 $421,000 0
   SILVER OAK SECURITIES Inc 267 - 2024-03-31 5,299 $364,000 2,161
   Lion Street Advisors LLC 157 - 2024-03-31 5,292 $346,000 0
   EWG Elevate Inc. 93 *New 2024-03-31 4,936 $339,000 4,936
   American Planning Services Inc. 37 - 2024-03-31 4,317 $296,000 -545
   Good Life Advisors LLC 352 - 2024-03-31 4,275 $294,000 -24
   BENJAMIN F. EDWARDS & COMPANY INC. 807 - 2024-03-31 4,026 $277,000 -73
   SCHMIDT P J INVESTMENT MANAGEMENT INC 157 *New 2024-03-31 3,896 $268,000 3,896
   MILESTONE ASSET MANAGEMENT LLC 149 *New 2024-03-31 3,868 $266,000 3,868
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 577 *New 2024-03-31 3,792 $261,000 3,792
  100 Records found
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