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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 221 - 2023-12-31 3,040,768 $131,574,000 627,795
   WELLS FARGO & CO/MN 419 - 2023-12-31 2,543,424 $110,054,000 150,534
   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. 176 - 2023-12-31 1,476,482 $63,887,000 -1,058,652
   UBS Group AG 591 - 2023-12-31 1,422,705 $61,560,000 -44,014
   COMMONWEALTH EQUITY SERVICES LLC. 200 - 2023-12-31 1,193,514 $51,643,000 38,680
   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. 2 - 2023-12-31 462,002 $19,991,000 2,132
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 363 - 2023-12-31 272,248 $11,780,000 38,753
   BB&T CORP 570 - 2023-12-31 255,124 $11,039,000 36,363
   Pacer Advisors Inc. 322 - 2023-12-31 244,665 $10,587,000 -9,672
   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
   H D Vest Advisory Services 160 - 2023-12-31 237,147 $10,261,000 142,241
   Steward Partners Investment Advisory LLC 160 - 2023-12-31 228,806 $9,900,000 6,114
   Geneos Wealth Management Inc. - 2023-12-31 213,950 $9,258,000 32,304
   Meridian Wealth Advisors LLC 12 - 2023-12-31 205,749 $8,903,000 -617
   WEALTH BUILDERS 11 - 2023-12-31 195,746 $8,470,000 -21,410
   DAVENPORT & CO LLC - 2023-12-31 166,386 $7,202,000 122,946
   CREATIVE PLANNING 485 - 2023-12-31 157,750 $6,826,000 -19,776
   MONECO Advisors LLC 16 - 2024-03-31 140,834 $6,721,000 3,625
   PFG Advisors 48 - 2023-12-31 141,792 $6,135,000 3,536
   Goss Wealth Management LLC 301 - 2023-12-31 140,773 $6,108,000 12,593
   CAMARDA FINANCIAL ADVISORS, LLC 11 - 2023-12-31 134,806 $5,833,000 88
   Private Advisor Group LLC 402 - 2023-12-31 123,714 $5,353,000 -3,142
   HIGHTOWER ADVISORS, LLC 955 - 2023-12-31 115,932 $5,017,000 39,752
   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
   Financial Advocates Investment Management 80 - 2023-12-31 102,304 $4,452,000 2,106
   MAGNOLIA CAPITAL ADVISORS LLC 8 - 2023-12-31 88,485 $3,956,000 1,658
   J2 Capital Management Inc 5 - 2023-09-30 96,300 $3,848,000 -1,990
   SPC FINANCIAL, INC. 49 - 2023-12-31 83,424 $3,610,000 14,237
   Whitaker-Myers Wealth Managers LTD. 13 - 2024-03-31 73,466 $3,506,000 453
   MONEY CONCEPTS CAPITAL CORP 87 - 2023-12-31 78,708 $3,406,000 9,961
   Aft Forsyth & Sober LLC 15 - 2023-12-31 67,650 $2,927,000 0
   J.W. COLE ADVISORS INC. 154 - 2023-12-31 60,982 $2,639,000 1,707
   Sigma Planning Corp 99 - 2023-12-31 57,540 $2,490,000 -91,444
   Clarus Group Inc. 15 - 2024-03-31 51,982 $2,481,000 374
   CITIGROUP INC 1480 - 2023-12-31 54,798 $2,371,000 203
   Global Retirement Partners LLC 223 - 2024-03-31 49,329 $2,354,000 4,245
   Kathmere Capital Management LLC 67 - 2024-03-31 40,212 $1,919,000 -3,844
   AMERIPRISE FINANCIAL INC 2835 - 2023-12-31 42,772 $1,851,000 42,772
   Ausdal Financial Partners Inc. 109 *New 2024-03-31 37,720 $1,800,000 37,720
   JANNEY MONTGOMERY SCOTT LLC 1147 - 2023-12-31 40,818 $1,766,000 4,041
   Oder Investment Management LLC 16 - 2023-12-31 40,017 $1,732,000 145
   Gimbal Financial 10 - 2023-12-31 38,791 $1,678,000 0
   ADE LLC 18 - 2024-03-31 34,950 $1,668,000 789
   Emerald Investment Partners LLC - 2023-12-31 37,904 $1,659,000 -4,294
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2111 - 2023-12-31 37,520 $1,623,000 18,938
   Advisor Resource Council 27 - 2024-03-31 32,883 $1,569,000 -7,335
   Soltis Investment Advisors LLC - 2023-12-31 34,791 $1,505,000 24,950
   COMERICA BANK 1317 - 2023-12-31 34,625 $1,498,000 -551
   CREATIVE FINANCIAL DESIGNS INC /ADV 123 - 2023-12-31 34,444 $1,490,000 -4,126
   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
   Wealthcare Advisory Partners LLC 293 - 2024-03-31 29,962 $1,430,000 115
   BEAM Asset Management LLC 29 - 2023-12-31 32,432 $1,403,000 3,404
   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 291 - 2023-12-31 29,433 $1,274,000 0
   OPPENHEIMER & CO INC 655 - 2023-12-31 27,275 $1,180,000 -1,385
   Curtis Advisory Group LLC 35 *New 2023-12-31 26,767 $1,158,000 26,767
   EWG Elevate Inc. 60 - 2024-03-31 23,693 $1,131,000 466
   Western Wealth Management LLC 254 - 2023-12-31 26,111 $1,130,000 -5,624
   RAYMOND JAMES TRUST CO 452 - 2024-03-31 22,591 $1,078,000 0
   ORG Partners LLC 96 - 2023-12-31 24,755 $1,071,000 10,155
   PRIVATE TRUST CO NA 204 - 2024-03-31 22,410 $1,069,000 1,004
   KESTRA PRIVATE WEALTH SERVICES LLC 517 - 2023-12-31 24,012 $1,039,000 -149
   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
   JBR Co Financial Management Inc 34 - 2023-12-31 20,800 $900,000 0
   Rockefeller Capital Management L.P. 1178 - 2023-12-31 20,762 $898,000 -1,714
   LINCOLN NATIONAL CORP 484 - 2023-12-31 20,623 $892,000 -3,243
   INTL FCSTONE INC. 159 - 2023-12-31 19,236 $842,000 -297
   SCHMIDT P J INVESTMENT MANAGEMENT INC 78 - 2024-03-31 17,648 $842,000 10,055
   PNC FINANCIAL SERVICES GROUP INC 1222 - 2023-12-31 19,058 $825,000 0
   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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