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Get Institutions for : 
Pacer Trendpilot 750 Etf (PTLC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 181    1
Total shares held : 
 36,971,282  
% of shares held : 
 61.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 1,461,768  
% of shares held change : 
   2.42%  
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 :
13
 806,213
 2.18%
 
Increased Positions :
80
 2,597,417
 7.03%
 
Unchanged Positions :
29
 473,460
 1.28%
 
Decreased Positions :
59
-1,731,545
-4.68%
 
Closed Positions :
12
-210,317
-0.57%
 
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
   BANK OF AMERICA CORP /DE/ 482 - 2023-12-31 6,092,086 $263,605,000 -94,973
   MORGAN STANLEY 798 - 2023-12-31 4,360,090 $188,661,000 544,690
   LPL FINANCIAL CORP 232 - 2024-03-31 2,999,567 $143,139,000 -41,201
   WELLS FARGO & CO/MN 440 - 2024-03-31 2,320,536 $110,736,000 -222,888
   CFS Investment Advisory Services LLC 2 - 2023-12-31 1,895,645 $82,025,000 14,189
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 179 - 2024-03-31 1,520,275 $72,548,000 -44,309
   Advisor Group Holdings Inc. 130 - 2024-03-31 1,454,224 $69,396,000 -22,258
   UBS Group AG 591 - 2023-12-31 1,422,705 $61,560,000 -44,014
   COMMONWEALTH EQUITY SERVICES LLC. 194 - 2024-03-31 1,258,345 $60,048,000 64,831
   RAYMOND JAMES & ASSOCIATES 534 - 2024-03-31 723,098 $34,506,000 -2,058
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 171 - 2024-03-31 601,490 $28,703,000 23,064
   Ferguson Shapiro LLC 3 - 2024-03-31 600,239 $28,643,000 -115,094
   ROYAL BANK OF CANADA 951 - 2023-12-31 651,975 $28,212,000 -8,184
   ENVESTNET ASSET MANAGEMENT INC 855 - 2023-12-31 651,348 $28,184,000 122,718
   American Planning Services Inc. 1 - 2024-03-31 469,351 $22,397,000 7,349
   FINANCIAL NETWORK 209 - 2023-12-31 414,004 $17,914,000 -19,439
   Kestra Advisory Services LLC 141 - 2023-12-31 411,469 $17,804,000 30,281
   Atria Wealth Solutions Inc. 109 - 2023-12-31 355,400 $15,523,000 18,879
   LEVEL FOUR ADVISORY SERVICES LLC 13 - 2023-12-31 348,900 $15,097,000 -15,668
   MML INVESTORS SERVICES LLC 286 - 2023-12-31 340,941 $14,753,000 38,600
   MULTIFINANCIAL SECURITIES CORP 117 - 2023-12-31 306,414 $13,259,000 -2,472
   MBL Wealth LLC 18 - 2024-03-31 264,067 $12,601,000 875
   STIFEL FINANCIAL CORP 692 - 2023-12-31 289,492 $12,526,000 17,600
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 410 - 2024-03-31 259,914 $12,403,000 214
   H D Vest Advisory Services 148 - 2024-03-31 250,101 $11,935,000 12,954
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 363 - 2023-12-31 272,248 $11,780,000 38,753
   Geneos Wealth Management Inc. 39 - 2024-03-31 240,160 $11,460,000 26,210
   BB&T CORP 570 - 2023-12-31 255,124 $11,039,000 36,363
   Pacer Advisors Inc. 334 - 2024-03-31 225,865 $10,778,000 -18,800
   Financial Enhancement Group LLC 17 - 2024-03-31 223,569 $10,418,000 -8,536
   Tyche Wealth Partners LLC 7 - 2024-03-31 215,139 $10,266,000 -18,836
   Steward Partners Investment Advisory LLC 160 - 2023-12-31 228,806 $9,900,000 6,114
   Meridian Wealth Advisors LLC 12 - 2024-03-31 206,249 $9,842,000 500
   DAVENPORT & CO LLC 205 - 2024-03-31 197,951 $9,446,000 31,565
   PFG Advisors 45 - 2024-03-31 147,910 $7,058,000 6,118
   CREATIVE PLANNING 485 - 2023-12-31 157,750 $6,826,000 -19,776
   WEALTH BUILDERS 15 - 2024-03-31 142,688 $6,809,000 -53,058
   MONECO Advisors LLC 16 - 2024-03-31 140,834 $6,721,000 3,625
   HIGHTOWER ADVISORS, LLC 845 - 2024-03-31 135,379 $6,477,000 19,447
   Goss Wealth Management LLC 301 - 2023-12-31 140,773 $6,108,000 12,593
   Private Advisor Group LLC 401 - 2024-03-31 125,785 $6,002,000 2,071
   CAMARDA FINANCIAL ADVISORS, LLC 11 - 2024-03-31 124,933 $5,962,000 -9,873
   Financial Advocates Investment Management 86 - 2024-03-31 103,722 $4,977,000 1,418
   WCG Wealth Advisors LLC 73 - 2023-12-31 110,960 $4,801,000 3,717
   Cetera Investment Advisers 454 - 2023-12-31 109,482 $4,737,000 -24,141
   Stratos Wealth Partners LTD. 245 - 2024-03-31 98,627 $4,707,000 33,311
   SPC FINANCIAL, INC. 48 - 2024-03-31 94,178 $4,494,000 10,754
   MAGNOLIA CAPITAL ADVISORS LLC 6 - 2024-03-31 91,043 $4,114,000 2,558
   J2 Capital Management Inc 5 - 2023-09-30 96,300 $3,848,000 -1,990
   Whitaker-Myers Wealth Managers LTD. 13 - 2024-03-31 73,466 $3,506,000 453
   J.W. COLE ADVISORS INC. 141 - 2024-03-31 65,488 $3,125,000 4,506
   Aft Forsyth & Sober LLC 15 - 2023-12-31 67,650 $2,927,000 0
   Gimbal Financial 10 - 2024-03-31 58,233 $2,779,000 19,442
   CITIGROUP INC 1557 - 2024-03-31 57,812 $2,762,000 3,014
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1473 - 2024-03-31 55,017 $2,625,000 17,497
   Clarus Group Inc. 15 - 2024-03-31 51,982 $2,481,000 374
   Global Retirement Partners LLC 223 - 2024-03-31 49,329 $2,354,000 4,245
   FIRST HEARTLAND CONSULTANTS INC 99 *New 2024-03-31 48,772 $2,327,000 48,772
   JANNEY MONTGOMERY SCOTT LLC 1148 - 2024-03-31 42,123 $2,010,000 1,305
   Soltis Investment Advisors LLC 120 - 2024-03-31 40,802 $1,947,000 6,011
   Kathmere Capital Management LLC 67 - 2024-03-31 40,212 $1,919,000 -3,844
   Oder Investment Management LLC 16 - 2024-03-31 39,433 $1,882,000 -584
   AMERIPRISE FINANCIAL INC 2835 - 2023-12-31 42,772 $1,851,000 42,772
   MONEY CONCEPTS CAPITAL CORP 152 - 2024-03-31 38,303 $1,828,000 -40,405
   Emerald Investment Partners LLC 97 - 2024-03-31 37,904 $1,809,000 0
   Ausdal Financial Partners Inc. 109 *New 2024-03-31 37,720 $1,800,000 37,720
   ADE LLC 18 - 2024-03-31 34,950 $1,668,000 789
   CREATIVE FINANCIAL DESIGNS INC /ADV 121 - 2024-03-31 34,961 $1,668,000 517
   Advisor Resource Council 27 - 2024-03-31 32,883 $1,569,000 -7,335
   COMERICA BANK 1317 - 2023-12-31 34,625 $1,498,000 -551
   BEAM Asset Management LLC 28 - 2024-03-31 31,247 $1,491,000 -1,185
   Lunt Capital Management Inc. 32 - 2024-03-31 30,911 $1,475,000 7,036
   NATIONAL ASSET MANAGEMENT, INC. 435 - 2023-12-31 33,284 $1,457,000 -16,945
   Curtis Advisory Group LLC 35 - 2024-03-31 30,347 $1,448,000 3,580
   Wealthcare Advisory Partners LLC 293 - 2024-03-31 29,962 $1,430,000 115
   OPPENHEIMER & CO INC 638 - 2024-03-31 28,584 $1,364,000 1,309
   Capital Asset Advisory Services LLC 118 - 2024-03-31 28,634 $1,356,000 -2,230
   American Institute for Advanced Investment Managem 26 - 2024-03-31 28,045 $1,338,000 -855
   AXXCESS WEALTH MANAGEMENT LLC 303 - 2023-12-31 30,864 $1,335,000 -610
   Concurrent Investment Advisors LLC 323 - 2024-03-31 27,727 $1,323,000 -1,706
   KESTRA PRIVATE WEALTH SERVICES LLC 512 - 2024-03-31 24,458 $1,167,000 446
   EWG Elevate Inc. 60 - 2024-03-31 23,693 $1,131,000 466
   LINCOLN NATIONAL CORP 492 - 2024-03-31 22,764 $1,086,000 2,141
   RAYMOND JAMES TRUST CO 452 - 2024-03-31 22,591 $1,078,000 0
   PRIVATE TRUST CO NA 204 - 2024-03-31 22,410 $1,069,000 1,004
   Vienna Asset Management LLC 24 - 2023-12-31 23,515 $1,013,000 -34,865
   WELCH GROUP, LLC 86 - 2024-03-31 20,807 $993,000 -1,515
   RENAISSANCE TECHNOLOGIES LLC 2430 - 2023-12-31 22,405 $969,000 1,205
   INTL FCSTONE INC. 168 - 2024-03-31 19,474 $929,000 238
   PNC FINANCIAL SERVICES GROUP INC 1197 - 2024-03-31 19,058 $909,000 0
   Rockefeller Capital Management L.P. 1178 - 2023-12-31 20,762 $898,000 -1,714
   JBR Co Financial Management Inc 37 - 2024-03-31 18,571 $886,000 -2,229
   Western Wealth Management LLC 247 - 2024-03-31 18,524 $884,000 -7,587
   Sigma Planning Corp 538 - 2024-03-31 18,131 $865,000 -39,409
   SCHMIDT P J INVESTMENT MANAGEMENT INC 78 - 2024-03-31 17,648 $842,000 10,055
   Sovereign Financial Group Inc. 90 - 2024-03-31 16,976 $810,000 4,884
   IHT Wealth Management LLC 466 - 2023-12-31 17,680 $765,000 11,856
   MARINER WEALTH ADVISORS, LLC 1632 - 2023-12-31 17,641 $763,000 -66
   Perennial Investment Advisors LLC 143 - 2023-12-31 16,748 $725,000 274
   Golden State Equity Partners 133 - 2023-12-31 16,557 $716,000 -8,171
  100 Records found
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