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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
   MORGAN STANLEY 798 - 2023-12-31 4,360,090 $188,661,000 544,690
   CFS Investment Advisory Services LLC 2 - 2023-12-31 1,895,645 $82,025,000 14,189
   COMMONWEALTH EQUITY SERVICES LLC. 194 - 2024-03-31 1,258,345 $60,048,000 64,831
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 171 - 2024-03-31 601,490 $28,703,000 23,064
   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
   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
   MML INVESTORS SERVICES LLC 286 - 2023-12-31 340,941 $14,753,000 38,600
   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
   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
   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
   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
   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
   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
   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
   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
   AMERIPRISE FINANCIAL INC 2835 - 2023-12-31 42,772 $1,851,000 42,772
   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
   Lunt Capital Management Inc. 32 - 2024-03-31 30,911 $1,475,000 7,036
   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
   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
   PRIVATE TRUST CO NA 204 - 2024-03-31 22,410 $1,069,000 1,004
   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
   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
   Perennial Investment Advisors LLC 143 - 2023-12-31 16,748 $725,000 274
   HARBOUR INVESTMENTS INC. 450 - 2023-12-31 15,905 $688,000 1,004
   Imprint Wealth LLC 130 - 2024-03-31 13,803 $658,000 440
   Equitable Holdings Inc. 687 - 2023-12-31 15,157 $656,000 2,524
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 311 - 2024-03-31 13,216 $630,000 3,046
   Envestnet Portfolio Solutions Inc. 1091 - 2024-03-31 11,369 $543,000 2,324
   Brookstone Capital Management 627 - 2024-03-31 10,167 $485,000 313
   GPS Wealth Strategies Group LLC 163 - 2024-03-31 9,889 $472,000 437
   Integrated Wealth Concepts LLC 1027 - 2023-12-31 10,588 $458,000 660
   Mayflower Financial Advisors LLC 224 - 2024-03-31 9,451 $451,000 2
   JANE STREET GROUP LLC 4105 - 2023-12-31 9,741 $421,000 9,741
   INSIGNEO ADVISORY SERVICES LLC 281 - 2023-12-31 8,840 $387,000 260
   EQIS CAPITAL MANAGEMENT, INC. 518 - 2023-12-31 8,664 $375,000 665
   Burt Wealth Advisors 82 - 2024-03-31 7,747 $370,000 448
   OneAscent Financial Services LLC 267 - 2024-03-31 6,885 $329,000 89
   VALMARK ADVISERS INC 437 - 2024-03-31 6,491 $310,000 155
   Strategic Financial Concepts LLC 230 - 2024-03-31 6,193 $296,000 196
   SWS Partners 111 - 2024-03-31 5,020 $240,000 58
   Gateway Wealth Partners LLC 186 - 2023-12-31 5,516 $239,000 100
   HANSON MCCLAIN, INC. 732 - 2024-03-31 4,862 $232,000 3,937
   FMR LLC 2912 - 2023-12-31 3,359 $145,000 262
   PSI Advisors LLC 152 - 2024-03-31 2,954 $141,000 30
   EverSource Wealth Advisors LLC 650 - 2023-12-31 2,229 $96,000 2,000
   Coastal Investment Advisors Inc. 527 - 2024-03-31 1,354 $65,000 1,354
   Coppell Advisory Solutions LLC 451 - 2023-12-31 1,440 $62,000 1,440
   CWM LLC 2367 - 2024-03-31 894 $43,000 3
   Newbridge Financial Services Group Inc. 452 - 2024-03-31 798 $38,000 7
   Sound Income Strategies LLC 472 - 2024-03-31 766 $37,000 3
   TOWER RESEARCH CAPITAL LLC 4210 - 2023-12-31 261 $11,000 261
  83 Records found
  1    
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