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Get Institutions for : 
Pacer Trendpilot 450 Etf (PTMC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    1
Total shares held : 
 6,979,939  
% of shares held : 
 51.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -427,953  
% of shares held change : 
   -3.16%  
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 :
6
 423,368
 6.07%
 
Increased Positions :
14
 264,145
 3.78%
 
Unchanged Positions :
18
 159,428
 2.28%
 
Decreased Positions :
36
-1,094,044
-15.67%
 
Closed Positions :
5
-21,422
-0.31%
 
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/ 1414 - 2023-12-31 1,022,361 $33,595,000 -33,439
   MORGAN STANLEY 2272 - 2023-12-31 887,159 $29,152,000 31,279
   WELLS FARGO & CO/MN 1064 - 2023-12-31 635,656 $20,888,000 -2,393
   LPL FINANCIAL CORP 951 - 2023-12-31 518,313 $17,032,000 -25,956
   ODonnell Financial Services LLC 5 - 2024-03-31 399,520 $14,395,000 21,639
   Pacer Advisors Inc. 330 - 2023-12-31 313,494 $10,301,000 -6,798
   WEALTH BUILDERS 9 - 2023-12-31 304,604 $10,009,000 -14,675
   FINANCIAL NETWORK 349 - 2023-12-31 300,455 $9,873,000 -4,842
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 866 - 2024-03-31 241,605 $8,705,000 -27,340
   Advisor Group Holdings Inc. 948 - 2023-12-31 230,723 $7,582,000 -26,593
   MBL Wealth LLC 29 - 2024-03-31 181,773 $6,549,000 3,365
   UBS Group AG 1770 - 2023-12-31 193,850 $6,370,000 -63,608
   J2 Capital Management Inc 2 - 2023-09-30 200,432 $6,324,000 41,173
   H D Vest Advisory Services 241 - 2023-12-31 181,823 $5,975,000 161,359
   ROYAL BANK OF CANADA 1832 - 2023-12-31 163,191 $5,362,000 -128,256
   LEVEL FOUR ADVISORY SERVICES LLC 76 - 2023-12-31 156,518 $5,143,000 -4,971
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 865 - 2024-03-31 112,168 $4,041,000 1,803
   MULTIFINANCIAL SECURITIES CORP 394 - 2023-12-31 90,038 $2,959,000 -1,814
   Goss Wealth Management LLC 540 - 2023-12-31 85,807 $2,820,000 -34,202
   Clarus Group Inc. 16 - 2024-03-31 67,465 $2,431,000 574
   COMMONWEALTH EQUITY SERVICES LLC. 1527 - 2023-12-31 73,963 $2,430,000 -435
   STIFEL FINANCIAL CORP 1632 - 2023-12-31 63,682 $2,093,000 -2,722
   Empirical Finance LLC 148 - 2023-12-31 58,484 $1,922,000 0
   Financial Advocates Investment Management 187 - 2023-12-31 54,778 $1,800,000 -1,564
   ENVESTNET ASSET MANAGEMENT INC 2546 - 2023-12-31 53,363 $1,753,000 -25,950
   MAGNOLIA CAPITAL ADVISORS LLC 30 - 2023-12-31 44,144 $1,453,000 -1,693
   Whitaker-Myers Wealth Managers LTD. 30 - 2024-03-31 36,818 $1,327,000 -472
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2450 - 2023-12-31 38,790 $1,275,000 -8,907
   AMERIPRISE FINANCIAL INC 3090 *New 2023-12-31 32,150 $1,056,000 32,150
   RAYMOND JAMES & ASSOCIATES 2547 - 2024-03-31 28,847 $1,039,000 -23,100
   Meridian Wealth Advisors LLC 77 - 2023-12-31 31,037 $1,020,000 0
   Geneos Wealth Management Inc. - 2023-12-31 28,075 $923,000 1,864
   Tyche Wealth Partners LLC 91 - 2024-03-31 22,012 $793,000 -1,087
   MML INVESTORS SERVICES LLC 1534 - 2023-12-31 22,382 $735,000 70
   ADE LLC 39 - 2024-03-31 17,954 $647,000 76
   MONECO Advisors LLC 207 - 2024-03-31 17,459 $629,000 431
   CITADEL ADVISORS LLC 3387 - 2023-12-31 18,865 $620,000 18,865
   Atria Wealth Solutions Inc. 1093 - 2023-12-31 18,612 $612,000 -4,388
   Kestra Advisory Services LLC 1406 - 2023-12-31 18,083 $594,000 -24,349
   Private Advisor Group LLC 1411 - 2023-12-31 16,534 $543,000 301
   Advisor Resource Council 115 - 2024-03-31 13,666 $492,000 5,573
   Legacy Trust 106 - 2024-03-31 13,660 $492,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 755 - 2023-12-31 13,914 $457,000 -1,161
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1744 *New 2024-03-31 10,460 $377,000 10,460
   REGAL INVESTMENT ADVISORS, LLC 374 - 2023-12-31 11,387 $374,000 1,599
   WADDELL & ASSOCIATES LLC 97 - 2023-12-31 11,052 $363,000 0
   Imprint Wealth LLC 107 - 2023-12-31 10,692 $358,000 375
   J.W. COLE ADVISORS INC. 599 - 2023-12-31 10,223 $336,000 -6,000
   PROEQUITIES INC. 539 - 2023-12-31 8,960 $300,000 -7,130
   HARBOUR INVESTMENTS INC. 719 - 2023-12-31 8,924 $293,000 0
   Cetera Investment Advisers 1789 - 2023-12-31 8,859 $291,000 540
   Castle Rock Wealth Management LLC 184 - 2023-12-31 9,097 $291,000 0
   Stratos Wealth Partners LTD. 1204 - 2024-03-31 6,396 $230,000 300
   RAYMOND JAMES TRUST CO 1131 - 2024-03-31 6,240 $225,000 -900
   EQIS CAPITAL MANAGEMENT, INC. 704 - 2023-12-31 6,241 $205,000 6,241
   BROWN BROTHERS HARRIMAN & CO 557 - 2023-12-31 4,241 $139,000 0
   Steward Partners Investment Advisory LLC 1536 - 2023-12-31 4,093 $134,000 -20,991
   ORG Partners LLC 368 - 2023-12-31 2,771 $91,000 393
   PRIVATE TRUST CO NA 979 - 2024-03-31 2,025 $73,000 -783
   BANK OF MONTREAL /CAN/ 2925 - 2023-12-31 2,258 $69,000 -1,150
   COMERICA BANK 2647 - 2023-12-31 1,851 $61,000 -1,002
   Kiely Wealth Advisory Group Inc. 99 - 2023-12-31 1,476 $48,000 0
   Emerald Investment Partners LLC - 2023-12-31 1,222 $41,000 -14,291
   First Command Advisory Services Inc. 261 *New 2023-12-31 1,244 $41,000 1,244
   EverSource Wealth Advisors LLC 1055 *New 2023-12-31 1,000 $33,000 1,000
   Aspire Wealth Management Corp - 2023-12-31 959 $32,000 0
   Register Financial Advisors LLC 403 *New 2024-03-31 860 $31,000 860
   Qube Research & Technologies Ltd 3020 - 2023-12-31 750 $25,000 0
   IFP Advisors Inc 2046 - 2023-12-31 386 $13,000 0
   Founders Financial Alliance LLC 421 - 2023-12-31 360 $12,000 0
   FMR LLC 4023 - 2023-12-31 369 $12,000 0
   WETZEL INVESTMENT ADVISORS INC. 645 - 2024-03-31 150 $5,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1888 - 2023-12-31 125 $4,000 0
   TOWER RESEARCH CAPITAL LLC 5468 *New 2023-12-31 20 $1,000 20
   DecisionPoint Financial LLC 206 *Closed 2023-12-31 0 $0 -1,513
   GPS Wealth Strategies Group LLC 1257 *Closed 2023-12-31 0 $0 -403
   Asset Dedication LLC 1032 *Closed 2024-03-31 0 $0 -536
   FIFTH THIRD BANCORP 2525 *Closed 2024-03-31 0 $0 -1,243
   Impact Partnership Wealth LLC 1074 *Closed 2023-12-31 0 $0 -123
   FOUNDERS FINANCIAL SECURITIES LLC 410 *Closed 2024-03-31 0 $0 -11,073
  80 Records found
  1    
  Page 1 of 1
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