Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Pacer Us Small Cap Cash Cows 100 (CALF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 431    90
Total shares held : 
86,176,552  
% of shares held : 
8.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -214  
Amount of shares held : 
-36,300,142  
% of shares held change : 
  -3.51%  
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 :
21
 468,328
 0.54%
 
Increased Positions :
119
 1,196,370
 1.39%
 
Unchanged Positions :
48
 157,203
 0.18%
 
Decreased Positions :
243
-33,746,333
-39.16%
 
Closed Positions :
111
-4,218,507
-4.9%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 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
   BANK OF AMERICA CORP /DE/ 284 - 2025-03-31 19,949,192 $748,095,000 -10,188,518
   MORGAN STANLEY 609 - 2025-03-31 9,011,261 $337,922,000 -1,872,978
   LPL FINANCIAL CORP 260 - 2025-03-31 4,888,811 $183,330,000 -1,514,759
   WELLS FARGO & CO/MN 342 - 2025-03-31 4,348,920 $163,085,000 -3,535,013
   RAYMOND JAMES FINANCIAL INC 317 - 2025-03-31 3,896,631 $146,124,000 -1,951,543
   UBS Group AG 711 - 2025-03-31 2,804,991 $105,187,000 -1,511,081
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 109 - 2025-03-31 2,774,172 $104,031,000 -1,299,479
   ENVESTNET ASSET MANAGEMENT INC 564 - 2025-03-31 1,962,648 $73,599,000 -240,511
   HARBOUR INVESTMENTS INC. 4 - 2025-03-31 1,888,115 $70,804,000 -205,624
   AMERIPRISE FINANCIAL INC 713 - 2025-03-31 1,763,061 $65,358,000 -616,946
   Cetera Investment Advisers 165 - 2025-03-31 1,732,413 $64,966,000 -4,141
   ROYAL BANK OF CANADA 677 - 2025-03-31 1,592,836 $59,731,000 -915,136
   COMMONWEALTH EQUITY SERVICES LLC. 243 - 2025-03-31 1,536,733 $57,627,000 -366,709
   Advisor Group Holdings Inc. 163 - 2025-03-31 1,431,923 $53,713,000 -509,901
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 121 - 2025-03-31 1,245,463 $46,705,000 -418,285
   MML INVESTORS SERVICES LLC 181 - 2025-03-31 954,397 $35,790,000 -44,229
   H D Vest Advisory Services 83 - 2025-03-31 889,492 $33,356,000 -42,631
   HHM Wealth Advisors LLC 6 - 2025-03-31 776,604 $29,123,000 134,545
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 747,849 $27,985,000 71,826
   STIFEL FINANCIAL CORP 484 - 2025-03-31 686,804 $25,756,000 -306,791
   Kestra Advisory Services LLC 143 - 2025-03-31 624,003 $23,400,000 -301,856
   Rockefeller Capital Management L.P. 315 - 2025-03-31 616,381 $23,114,000 -392,052
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 359 - 2025-03-31 606,484 $22,743,000 -596,257
   Goss Wealth Management LLC 165 - 2025-03-31 564,262 $21,160,000 -220,101
   Baird Financial Group Inc. 348 - 2025-03-31 541,708 $20,314,000 -205,334
   Modern Wealth Management LLC 41 - 2025-03-31 453,604 $17,010,000 55,656
   JANNEY MONTGOMERY SCOTT LLC 379 - 2025-03-31 447,199 $16,770,000 -394,473
   CITADEL ADVISORS LLC 984 - 2025-03-31 421,083 $15,791,000 214,445
   Pacer Advisors Inc. 294 - 2025-03-31 414,866 $15,557,000 9,243
   Atria Wealth Solutions Inc. 127 - 2025-03-31 386,518 $14,494,000 -18,190
   HOWARD FINANCIAL SERVICES LTD. 15 - 2025-03-31 384,417 $14,416,000 -59,884
   HIGHTOWER ADVISORS, LLC 644 - 2025-03-31 363,680 $13,638,000 -83,713
   Edge Capital Group LLC 40 - 2024-12-31 8 $13,449,000 -282,610
   Compass Advisory Group LLC 7 - 2025-03-31 357,157 $13,393,000 -5,928
   MARINER WEALTH ADVISORS, LLC 482 - 2025-03-31 350,089 $13,128,000 1,764
   Cornerstone Wealth Management LLC 20 - 2025-03-31 345,559 $12,959,000 42
   Private Advisor Group LLC 288 - 2025-03-31 315,163 $11,819,000 -120,224
   Wealth Group Ltd 9 - 2025-03-31 307,807 $11,543,000 -19,358
   Sanctuary Advisors LLC 289 - 2024-12-31 247,376 $11,147,000 -104,852
   FAMILY MANAGEMENT CORP 13 - 2025-03-31 294,715 $11,052,000 615
   BW Gestao de Investimentos Ltda. 29 - 2025-03-31 291,259 $10,922,000 -123,007
   Procyon Private Wealth Partners LLC 35 - 2025-03-31 285,954 $10,723,000 -150,279
   Equitable Holdings Inc. 201 - 2025-03-31 240,713 $9,027,000 -112,139
   DAVIDSON D A & CO 222 - 2025-03-31 228,284 $8,561,000 -126,456
   Avondale Wealth Management 5 - 2025-03-31 227,969 $8,549,000 -25,500
   626 Financial LLC 5 - 2025-03-31 225,356 $8,451,000 87,833
   Stony Point Wealth Management Inc. 9 - 2025-03-31 211,531 $7,932,000 -3,173
   BlueStem Wealth Partners LLC 19 - 2025-03-31 204,721 $7,677,000 -186,766
   PFG Advisors 56 - 2025-03-31 197,341 $7,400,000 -18,641
   Focus Financial Network Inc. 66 - 2025-03-31 192,579 $7,222,000 1,925
   WILEY BROS.-AINTREE CAPITAL LLC 234 - 2025-03-31 193,009 $7,213,000 -11,774
   KPP Advisory Services LLC 18 - 2025-03-31 188,401 $7,065,000 -25,697
   Code Waechter LLC 2 - 2025-03-31 184,096 $6,904,000 21,506
   PSI Advisors LLC 11 - 2025-03-31 177,421 $6,653,000 -1,936
   ATRIA INVESTMENTS LLC 272 - 2025-03-31 177,013 $6,638,000 27,266
   Conservest Capital Advisors Inc. 21 - 2025-03-31 176,702 $6,626,000 -199,199
   CLARK CAPITAL MANAGEMENT GROUP INC 171 - 2025-03-31 175,642 $6,587,000 57,075
   WEDBUSH MORGAN SECURITIES INC 67 - 2025-03-31 162,001 $6,075,000 -39
   Long Island Wealth Management Inc. 7 - 2025-03-31 155,767 $5,841,000 34,264
   Tradition Wealth Management LLC 52 - 2025-03-31 155,393 $5,827,000 -269,705
   Steward Partners Investment Advisory LLC 367 - 2025-03-31 146,063 $5,477,000 -249
   IHT Wealth Management LLC 128 - 2025-03-31 139,969 $5,249,000 -5,137
   OPPENHEIMER & CO INC 293 - 2025-03-31 131,415 $4,928,000 -10,818
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 63 - 2025-03-31 124,280 $4,661,000 -2,712
   J.W. COLE ADVISORS INC. 165 - 2025-03-31 113,374 $4,252,000 -34,851
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1397 - 2025-03-31 112,443 $4,217,000 -243,152
   Attessa Capital LLC 9 - 2025-03-31 110,087 $4,128,000 5,955
   Bleakley Financial Group LLC 149 *New 2025-03-31 108,595 $4,072,000 108,595
   Ausdal Financial Partners Inc. 72 - 2025-03-31 108,309 $4,062,000 7,486
   Copley Financial Group Inc. 7 - 2025-03-31 90,566 $3,986,000 0
   Inlight Wealth Management LLC 15 - 2025-03-31 104,656 $3,925,000 -9,634
   Kellett Schaffner Wealth Advisors LLC 7 - 2025-03-31 104,357 $3,913,000 -4,108
   KESTRA PRIVATE WEALTH SERVICES LLC 298 - 2025-03-31 104,219 $3,908,000 -38,564
   COZAD ASSET MANAGEMENT INC 72 - 2025-03-31 102,055 $3,827,000 3,822
   INSTRUMENTAL WEALTH LLC 8 - 2025-03-31 106,345 $3,804,000 11,402
   Certified Advisory Corp 67 - 2025-03-31 99,462 $3,730,000 -78,900
   ADVISORY SERVICES NETWORK, LLC 315 - 2025-03-31 98,878 $3,708,000 11,139
   HBW Advisory Services LLC 43 - 2025-03-31 97,441 $3,654,000 6,770
   Clarus Wealth Advisors 14 *New 2025-03-31 103,409 $3,645,000 103,409
   One + One Wealth Management LLC 16 - 2025-03-31 95,734 $3,590,000 7,199
   MONECO Advisors LLC 59 - 2025-03-31 93,646 $3,512,000 -33,237
   IFP Advisors Inc 211 - 2025-03-31 92,826 $3,481,000 -3,199
   Stratos Wealth Partners LTD. 322 - 2025-03-31 91,867 $3,445,000 -201,199
   Plan Group Financial LLC 20 - 2025-03-31 91,510 $3,432,000 -71
   Atlas Wealth LLC 23 - 2025-03-31 91,058 $3,415,000 -2,802
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 84 - 2025-03-31 90,896 $3,409,000 -17,032
   MONEYWISE INC. 15 - 2025-03-31 90,642 $3,399,000 -23,485
   Aspen Wealth Strategies LLC 11 - 2025-03-31 88,933 $3,335,000 -29,025
   1 NORTH WEALTH SERVICES LLC 21 - 2025-03-31 86,394 $3,240,000 -17,568
   PROSPERA FINANCIAL SERVICES 266 - 2025-03-31 85,313 $3,201,000 -38,630
   FINANCIAL MANAGEMENT NETWORK INC 37 - 2025-03-31 94,233 $3,112,000 -134,312
   Concurrent Investment Advisors LLC 268 - 2025-03-31 81,683 $3,063,000 47,299
   Clay Northam Wealth Management LLC 14 - 2025-03-31 81,074 $3,040,000 4,655
   EverSource Wealth Advisors LLC 116 - 2025-03-31 80,905 $3,034,000 2,897
   BENJAMIN EDWARDS INC 332 - 2025-03-31 80,254 $3,010,000 -54,737
   GOLDMAN SACHS GROUP INC/ 3058 - 2025-03-31 76,821 $2,881,000 -146,584
   CAPTRUST FINANCIAL ADVISORS 758 - 2025-03-31 75,917 $2,847,000 4,071
   Sigma Planning Corp 220 - 2025-03-31 74,626 $2,798,000 -15,600
   INTEGRITY ALLIANCE LLC. 145 - 2025-03-31 74,059 $2,777,000 63,313
   Modus Advisors LLC 38 - 2025-03-31 73,219 $2,746,000 -7,193

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results