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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  
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            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
   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
   ROYAL BANK OF CANADA 1142 - 2024-03-31 283,695 $19,484,000 -15,159
   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
   BB&T CORP 804 - 2024-03-31 89,221 $6,128,000 -5,853
   Goss Wealth Management LLC 349 - 2024-03-31 84,082 $5,775,000 -216
   Clarus Group Inc. 10 - 2024-03-31 76,181 $5,232,000 -620
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 707 - 2024-03-31 61,474 $4,222,000 -8,116
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 30 - 2024-03-31 41,064 $2,820,000 -49,140
   Calton & Associates Inc. 18 - 2024-03-31 34,193 $2,348,000 -8,126
   CWM LLC 611 - 2024-03-31 29,136 $2,001,000 -2,480
   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
   Southland Equity Partners LLC 67 - 2024-03-31 13,358 $917,000 -293
   Clear Creek Financial Management LLC 176 - 2024-03-31 11,922 $819,000 -9,160
   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
   MARINER WEALTH ADVISORS, LLC 1983 - 2024-03-31 7,638 $525,000 -2,532
   PRIVATE TRUST CO NA 413 - 2024-03-31 6,267 $430,000 -781
   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
   Orion Portfolio Solutions LLC 1582 - 2024-03-31 3,113 $214,000 -84
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2332 - 2024-03-31 333 $23,000 -1,217

  31 Records found
  1    
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