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Get Institutions for : 
Pacer Trendpilot Us Bond Etf (PTBD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    2
Total shares held : 
 5,914,383  
% of shares held : 
 4.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 315,891  
% of shares held change : 
   0.24%  
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 :
5
 413,929
 7%
 
Increased Positions :
19
 487,872
 8.25%
 
Unchanged Positions :
5
 24,000
 0.41%
 
Decreased Positions :
30
-427,801
-7.23%
 
Closed Positions :
7
-158,109
-2.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   LPL FINANCIAL CORP 1147 - 2023-12-31 574,819 $11,767,000 -53,006
   Csenge Advisory Group - 2024-03-31 568,394 $11,592,000 -27,304
   Pacer Advisors Inc. 326 - 2023-12-31 504,620 $10,330,000 -20,469
   JANE STREET GROUP LLC 985 - 2023-12-31 447,388 $9,158,000 196,815
   Advisor Group Holdings Inc. 1002 - 2023-12-31 335,675 $6,871,000 3,453
   WELLS FARGO & CO/MN 1885 - 2023-12-31 262,433 $5,372,000 -25,106
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1111 - 2024-03-31 254,792 $5,196,000 -14,952
   ODonnell Financial Services LLC 14 - 2024-03-31 249,744 $5,094,000 17,845
   Kestra Advisory Services LLC 472 - 2023-12-31 231,363 $4,736,000 10,151
   MORGAN STANLEY 3936 - 2023-12-31 213,557 $4,372,000 -106,959
   ATRIA INVESTMENTS LLC 340 - 2023-12-31 206,861 $4,234,000 20,373
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 196,453 $4,007,000 11,411
   MAGNOLIA CAPITAL ADVISORS LLC 7 - 2024-03-31 174,765 $3,474,000 2,750
   H D Vest Advisory Services 356 - 2023-12-31 168,833 $3,456,000 90,517
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 807 - 2024-03-31 146,156 $2,981,000 421
   RAYMOND JAMES & ASSOCIATES 1911 - 2024-03-31 144,479 $2,947,000 -13,964
   Goss Wealth Management LLC 528 - 2023-12-31 139,908 $2,858,000 16,442
   ENVESTNET ASSET MANAGEMENT INC 2353 - 2023-12-31 115,142 $2,357,000 -48,326
   Clarus Group Inc. 19 - 2024-03-31 100,665 $2,053,000 -7,114
   ROYAL BANK OF CANADA 2636 - 2023-12-31 87,624 $1,793,000 -17,551
   ORG Partners LLC 80 - 2023-12-31 67,720 $1,386,000 49,107
   LaSalle St. Investment Advisors LLC 26 - 2023-09-30 67,106 $1,307,000 -990
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1675 - 2024-03-31 52,427 $1,069,000 -1,552
   COMMONWEALTH EQUITY SERVICES LLC. 2243 - 2024-03-31 47,228 $963,000 -20,290
   CITADEL ADVISORS LLC 2981 - 2023-12-31 46,242 $947,000 20,084
   PFG Advisors 276 - 2023-12-31 45,852 $939,000 -5,382
   MULTIFINANCIAL SECURITIES CORP 822 - 2023-12-31 43,654 $894,000 -5,555
   Private Advisor Group LLC *New 2024-03-31 37,487 $765,000 37,487
   Imprint Wealth LLC 57 - 2023-12-31 32,665 $674,000 1,028
   Stratos Wealth Partners LTD. 766 - 2024-03-31 32,872 $670,000 -927
   STIFEL FINANCIAL CORP 2415 - 2023-12-31 31,730 $650,000 4,423
   Gallagher Benefit Services Inc. 100 - 2022-12-31 30,712 $618,000 0
   F3Logic LLC 100 - 2022-12-31 30,712 $618,000 -21,320
   Intrepid Financial Planning Group LLC 58 - 2023-12-31 29,746 $609,000 -60
   FINANCIAL NETWORK 1844 - 2023-12-31 25,360 $519,000 -8,344
   J.W. COLE ADVISORS INC. - 2024-03-31 24,993 $510,000 -7,071
   Equitable Holdings Inc. 820 - 2023-12-31 20,759 $425,000 -402
   HARBOUR INVESTMENTS INC. 644 - 2023-12-31 17,911 $367,000 -10,661
   AXXCESS WEALTH MANAGEMENT LLC 617 - 2023-12-31 16,320 $334,000 -250
   Burford Brothers Inc. 107 - 2023-12-31 16,664 $331,000 0
   Capital Asset Advisory Services LLC 248 - 2024-03-31 14,280 $289,000 -2,040
   MML INVESTORS SERVICES LLC 2071 - 2023-12-31 13,829 $283,000 201
   BB&T CORP 2388 - 2023-12-31 11,439 $234,000 -137
   WealthBridge Capital Management LLC - 2024-03-31 10,983 $224,000 228
   Gallagher Fiduciary Advisors LLC 173 - 2023-12-31 10,456 $214,000 -9,673
   Atria Wealth Solutions Inc. 1742 *New 2023-12-31 9,943 $205,000 9,943
   Financial Perspectives Inc 228 - 2024-03-31 3,828 $78,000 56
   Steward Partners Investment Advisory LLC 1795 - 2023-12-31 3,730 $76,000 0
   Geneos Wealth Management Inc. - 2024-03-31 3,649 $74,000 0
   Emerald Investment Partners LLC 341 - 2024-03-31 3,223 $66,000 0
   BANK OF MONTREAL /CAN/ 2941 - 2023-12-31 3,071 $64,000 -8
   Aptus Capital Advisors LLC 678 - 2023-12-31 2,155 $44,000 -27
   GUARDIAN WEALTH ADVISORS LLC / NC 309 - 2023-12-31 2,155 $44,000 0
   Creekmur Asset Management LLC - 2023-12-31 1,807 $37,000 0
   Coppell Advisory Solutions LLC 618 - 2023-12-31 1,455 $30,000 -3,000
   Global Retirement Partners LLC 1620 - 2024-03-31 1,451 $30,000 0
   Sound Financial Strategies Group LLC 63 - 2023-12-31 1,113 $23,000 272
   UBS Group AG 5860 - 2023-12-31 845 $17,000 -978
   Coastal Investment Advisors Inc. 721 - 2024-03-31 365 $7,000 365
   WFA of San Diego LLC 364 - 2023-09-30 57 $1,000 -12,279
   AlphaCore Capital LLC 366 *New 2023-12-31 71 $1,000 71
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Cetera Investment Advisers 2221 *Closed 2023-12-31 0 $0 -12,327
   J P MORGAN CHASE & CO 5727 - 2023-12-31 4 $0 3
   Coppell Advisory Solutions Corp. 735 *Closed 2023-03-31 0 $0 -4,455
   FMR LLC 5070 *New 2023-12-31 1 $0 1
   FLOW TRADERS U.S. LLC 1032 *Closed 2023-12-31 0 $0 -12,345
   Koss-Olinger Consulting LLC 212 *Closed 2024-03-31 0 $0 -12,883
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6564 *Closed 2023-12-31 0 $0 -24,662
   Merit Financial Group LLC 835 *Closed 2023-12-31 0 $0 -10,011
  70 Records found
  1    
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