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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  
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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/ 1414 - 2023-12-31 1,022,361 $33,595,000 -33,439
   LPL FINANCIAL CORP 977 - 2024-03-31 510,164 $18,381,000 -8,149
   Pacer Advisors Inc. 336 - 2024-03-31 295,079 $10,632,000 -18,415
   FINANCIAL NETWORK 349 - 2023-12-31 300,455 $9,873,000 -4,842
   WEALTH BUILDERS 7 - 2024-03-31 264,043 $9,513,000 -40,561
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 866 - 2024-03-31 241,605 $8,705,000 -27,340
   Advisor Group Holdings Inc. 811 - 2024-03-31 213,235 $7,683,000 -17,488
   UBS Group AG 1770 - 2023-12-31 193,850 $6,370,000 -63,608
   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
   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
   STIFEL FINANCIAL CORP 1632 - 2023-12-31 63,682 $2,093,000 -2,722
   Financial Advocates Investment Management 201 - 2024-03-31 49,766 $1,793,000 -5,012
   ENVESTNET ASSET MANAGEMENT INC 2546 - 2023-12-31 53,363 $1,753,000 -25,950
   MAGNOLIA CAPITAL ADVISORS LLC 30 - 2024-03-31 43,880 $1,473,000 -264
   Whitaker-Myers Wealth Managers LTD. 30 - 2024-03-31 36,818 $1,327,000 -472
   RAYMOND JAMES & ASSOCIATES 2547 - 2024-03-31 28,847 $1,039,000 -23,100
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2585 - 2024-03-31 27,343 $985,000 -11,447
   Tyche Wealth Partners LLC 91 - 2024-03-31 22,012 $793,000 -1,087
   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 1440 - 2024-03-31 15,448 $557,000 -1,086
   RAYMOND JAMES TRUST CO 1131 - 2024-03-31 6,240 $225,000 -900
   Steward Partners Investment Advisory LLC 1536 - 2023-12-31 4,093 $134,000 -20,991
   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
   PROEQUITIES INC. 1792 - 2024-03-31 200 $7,000 -8,760

  29 Records found
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