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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  
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            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
   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
   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
   RAYMOND JAMES & ASSOCIATES 534 - 2024-03-31 723,098 $34,506,000 -2,058
   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
   FINANCIAL NETWORK 209 - 2023-12-31 414,004 $17,914,000 -19,439
   LEVEL FOUR ADVISORY SERVICES LLC 13 - 2023-12-31 348,900 $15,097,000 -15,668
   MULTIFINANCIAL SECURITIES CORP 117 - 2023-12-31 306,414 $13,259,000 -2,472
   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
   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
   CAMARDA FINANCIAL ADVISORS, LLC 11 - 2024-03-31 124,933 $5,962,000 -9,873
   Cetera Investment Advisers 454 - 2023-12-31 109,482 $4,737,000 -24,141
   J2 Capital Management Inc 5 - 2023-09-30 96,300 $3,848,000 -1,990
   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
   MONEY CONCEPTS CAPITAL CORP 152 - 2024-03-31 38,303 $1,828,000 -40,405
   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
   NATIONAL ASSET MANAGEMENT, INC. 435 - 2023-12-31 33,284 $1,457,000 -16,945
   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
   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
   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
   MARINER WEALTH ADVISORS, LLC 1632 - 2023-12-31 17,641 $763,000 -66
   Golden State Equity Partners 133 - 2023-12-31 16,557 $716,000 -8,171
   Apollon Wealth Management LLC 624 - 2024-03-31 12,700 $606,000 -1,715
   DAVIDSON D A & CO 874 - 2023-12-31 13,910 $602,000 -967
   Inspire Advisors LLC 205 - 2024-03-31 10,703 $511,000 -1,215
   Spire Wealth Management 508 - 2024-03-31 10,691 $510,000 -400
   Patriot Financial Group Insurance Agency LLC 273 - 2024-03-31 10,518 $502,000 -300
   WNY Asset Management LLC 148 - 2024-03-31 10,397 $496,000 -82
   SILVERLAKE WEALTH MANAGEMENT LLC 106 - 2024-03-31 9,803 $468,000 -375
   BANK OF MONTREAL /CAN/ 2132 - 2023-12-31 9,704 $426,000 -4,330
   Eudaimonia Partners LLC 159 - 2024-03-31 8,790 $419,000 -2,045
   Baird Financial Group Inc. 1417 - 2023-12-31 9,595 $415,000 -113
   Merit Financial Group LLC 631 - 2024-03-31 8,062 $376,000 -557
   Clear Creek Financial Management LLC 311 - 2024-03-31 6,843 $327,000 -6,427
   Castle Rock Wealth Management LLC 194 - 2023-12-31 6,111 $260,000 -14
   Insight Advisors LLC/ PA 250 - 2024-03-31 5,385 $257,000 -215
   J P MORGAN CHASE & CO 4093 - 2024-03-31 5,353 $255,000 -1,672
   MILLENNIUM MANAGEMENT LLC 3382 - 2023-12-31 5,466 $237,000 -2,346
   SYNOVUS FINANCIAL CORP 770 - 2023-12-31 5,406 $234,000 -866
   Kingsview Wealth Management LLC 920 - 2024-03-31 4,705 $225,000 -1,069
   Oakworth Capital Inc. 188 - 2024-03-31 4,560 $218,000 -1,701
   THRIVENT FINANCIAL FOR LUTHERANS 2337 - 2023-12-31 5,045 $218,000 -1,801
   Westside Investment Management Inc. 228 - 2024-03-31 3,750 $179,000 -250
   IFP Advisors Inc 1360 - 2023-12-31 1,656 $72,000 -560
   Colonial Trust Co / SC 454 - 2023-12-31 1,587 $69,000 -90
   Sound Financial Strategies Group LLC 61 - 2023-12-31 771 $33,000 -20,112
   BENJAMIN F. EDWARDS & COMPANY INC. 1497 - 2024-03-31 463 $22,000 -1,000
  64 Records found
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