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Get Institutions for : 
Pacer Trendpilot 100 Etf (PTNQ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 113    5
Total shares held : 
 10,147,697  
% of shares held : 
 63.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 1,014,820  
% of shares held change : 
   6.34%  
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 :
15
 260,721
 2.57%
 
Increased Positions :
48
 1,239,108
 12.21%
 
Unchanged Positions :
19
 192,581
 1.9%
 
Decreased Positions :
31
-290,881
-2.87%
 
Closed Positions :
10
-194,128
-1.91%
 
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 1194 - 2023-12-31 1,446,127 $94,475,000 332,023
   LPL FINANCIAL CORP 325 - 2023-12-31 1,315,155 $85,919,000 358,570
   BANK OF AMERICA CORP /DE/ 992 - 2023-12-31 1,073,843 $70,154,000 4,493
   WELLS FARGO & CO/MN 736 - 2023-12-31 682,835 $44,610,000 31,263
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 364 - 2024-03-31 460,802 $31,648,000 -8,455
   Advisor Group Holdings Inc. 327 - 2023-12-31 482,390 $31,514,000 -79,738
   STIFEL FINANCIAL CORP 465 - 2023-12-31 346,801 $22,657,000 5,323
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 232 - 2024-03-31 319,729 $21,959,000 16,469
   RAYMOND JAMES & ASSOCIATES 769 - 2024-03-31 296,549 $20,367,000 7,341
   ROYAL BANK OF CANADA 1124 - 2023-12-31 298,854 $19,524,000 59,992
   UBS Group AG 1138 - 2023-12-31 275,120 $17,974,000 -13,139
   ODonnell Financial Services LLC 7 - 2024-03-31 176,486 $12,121,000 -2,411
   COMMONWEALTH EQUITY SERVICES LLC. 656 - 2023-12-31 180,904 $11,818,000 38,968
   Pacer Advisors Inc. 325 - 2023-12-31 159,072 $10,392,000 -9,050
   MULTIFINANCIAL SECURITIES CORP 156 - 2023-12-31 138,144 $9,025,000 1,009
   H D Vest Advisory Services 204 - 2023-12-31 116,700 $7,624,000 100,707
   Cetera Investment Advisers 336 - 2023-12-31 106,565 $6,962,000 10,412
   LEVEL FOUR ADVISORY SERVICES LLC 53 - 2023-12-31 102,211 $6,677,000 -4,633
   Geneos Wealth Management Inc. - 2023-12-31 98,175 $6,414,000 618
   BB&T CORP 784 - 2023-12-31 95,074 $6,211,000 -549
   STEPHENS INC /AR/ 210 - 2023-12-31 91,573 $5,982,000 1,129
   Equitable Holdings Inc. 198 - 2023-12-31 89,478 $5,846,000 25,695
   Goss Wealth Management LLC 322 - 2023-12-31 84,298 $5,569,000 -14,409
   Atria Wealth Solutions Inc. 290 - 2023-12-31 83,014 $5,479,000 983
   Clarus Group Inc. 10 - 2024-03-31 76,181 $5,232,000 -620
   Steward Partners Investment Advisory LLC 290 - 2023-12-31 75,171 $4,911,000 12,254
   PROSPERA FINANCIAL SERVICES 163 - 2023-12-31 64,861 $4,237,000 58,537
   CREATIVE FINANCIAL DESIGNS INC /ADV 54 - 2023-12-31 64,669 $4,225,000 -10,453
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 707 - 2024-03-31 61,474 $4,222,000 -8,116
   ENVESTNET ASSET MANAGEMENT INC 2042 - 2023-12-31 60,908 $3,979,000 5,524
   Financial Advocates Investment Management 98 - 2023-12-31 57,276 $3,742,000 4,753
   Aft Forsyth & Sober LLC 10 - 2023-12-31 56,225 $3,673,000 0
   TITLEIST ASSET MANAGEMENT LTD. 25 *New 2022-12-31 74,360 $3,661,000 74,360
   Empirical Finance LLC 87 - 2023-12-31 55,734 $3,641,000 0
   MONECO Advisors LLC 44 - 2024-03-31 48,085 $3,302,000 12,271
   Private Advisor Group LLC 604 - 2023-12-31 46,697 $3,051,000 419
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1500 - 2023-12-31 45,539 $2,975,000 18,180
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 30 - 2024-03-31 41,064 $2,820,000 -49,140
   Western Wealth Management LLC 103 - 2023-12-31 41,877 $2,736,000 -207
   FINANCIAL NETWORK 831 - 2023-12-31 41,001 $2,679,000 4,037
   Calton & Associates Inc. 18 - 2024-03-31 34,193 $2,348,000 -8,126
   MML INVESTORS SERVICES LLC 942 - 2023-12-31 34,396 $2,247,000 -8,839
   CWM LLC 611 - 2024-03-31 29,136 $2,001,000 -2,480
   Kestra Advisory Services LLC 786 - 2023-12-31 30,467 $1,990,000 18,354
   One Capital Management LLC 144 *New 2023-12-31 30,108 $1,967,000 30,108
   CITADEL ADVISORS LLC 2339 - 2023-12-31 29,695 $1,940,000 -8,188
   PFG Advisors 170 - 2023-12-31 28,722 $1,876,000 10,909
   JBR Co Financial Management Inc 17 - 2023-12-31 28,280 $1,848,000 0
   Concurrent Investment Advisors LLC 238 - 2023-12-31 28,054 $1,833,000 0
   MAGNOLIA CAPITAL ADVISORS LLC 22 - 2023-12-31 25,941 $1,733,000 -835
   Financial Services Advisory Inc 33 - 2023-12-31 26,045 $1,702,000 -1,696
   KESTRA PRIVATE WEALTH SERVICES LLC 397 - 2023-12-31 25,097 $1,640,000 9,749
   Gimbal Financial 11 - 2023-12-31 24,096 $1,574,000 0
   Stratos Wealth Partners LTD. 503 - 2024-03-31 22,094 $1,517,000 4,133
   Vienna Asset Management LLC 19 - 2023-12-31 22,080 $1,432,000 22,080
   Advisor Resource Council 37 - 2024-03-31 18,287 $1,256,000 5,353
   New Century Financial Group LLC 31 - 2024-03-31 16,624 $1,142,000 9,892
   RAYMOND JAMES TRUST CO 460 - 2024-03-31 15,023 $1,032,000 770
   OPPENHEIMER & CO INC 713 - 2023-12-31 15,296 $999,000 -1,764
   JANNEY MONTGOMERY SCOTT LLC 1439 - 2023-12-31 15,154 $990,000 2,936
   LINCOLN NATIONAL CORP 457 - 2023-12-31 15,065 $984,000 1,620
   Arkadios Wealth Advisors - 2023-12-31 14,724 $962,000 -159
   Stegent Equity Advisors Inc. 33 *New 2023-12-31 14,725 $962,000 14,725
   Stratos Wealth Advisors LLC 333 *New 2024-03-31 13,891 $954,000 13,891
   HARBOUR INVESTMENTS INC. 373 - 2023-12-31 14,603 $954,000 4,977
   WILEY BROS.-AINTREE CAPITAL LLC 161 *New 2024-03-31 13,818 $949,000 13,818
   Southland Equity Partners LLC 67 - 2024-03-31 13,358 $917,000 -293
   FINANCIAL MANAGEMENT NETWORK INC 72 - 2024-03-31 13,408 $912,000 4,518
   COMERICA BANK 1603 - 2023-12-31 13,166 $860,000 7,313
   AXXCESS WEALTH MANAGEMENT LLC 394 - 2023-12-31 12,616 $824,000 311
   Clear Creek Financial Management LLC 176 - 2024-03-31 11,922 $819,000 -9,160
   Change Path LLC 282 - 2023-12-31 12,197 $797,000 29
   XML Financial LLC 179 - 2023-12-31 12,049 $787,000 -2,763
   NATIONAL ASSET MANAGEMENT, INC. 613 - 2023-12-31 11,624 $771,000 -9,856
   ELEVATUS WELATH MANAGEMENT 42 - 2023-12-31 11,611 $759,000 0
   Capital Asset Advisory Services LLC 155 - 2024-03-31 11,043 $755,000 -1,573
   Oder Investment Management LLC 46 - 2023-12-31 10,880 $711,000 -240
   MARINER WEALTH ADVISORS, LLC 1743 - 2023-12-31 10,170 $664,000 10,170
   Sovereign Financial Group Inc. 125 - 2024-03-31 8,839 $607,000 4,028
   J.W. COLE ADVISORS INC. 454 - 2023-12-31 8,499 $555,000 200
   Brookstone Capital Management 598 - 2024-03-31 7,961 $547,000 1,538
   WEDBUSH MORGAN SECURITIES INC 531 *New 2023-12-31 8,145 $532,000 8,145
   GPS Wealth Strategies Group LLC 144 - 2023-12-31 7,874 $514,000 -469
   BROWN BROTHERS HARRIMAN & CO 350 - 2023-12-31 7,328 $479,000 0
   Legacy Trust 111 - 2024-03-31 6,683 $459,000 0
   PRIVATE TRUST CO NA 413 - 2024-03-31 6,267 $430,000 -781
   HANSON MCCLAIN, INC. 582 *New 2024-03-31 6,216 $427,000 6,216
   Tempus Wealth Planning LLC 126 - 2024-03-31 6,126 $421,000 0
   IHT Wealth Management LLC 659 *New 2023-12-31 6,392 $418,000 6,392
   Sigma Planning Corp 536 - 2023-12-31 5,951 $389,000 -7,622
   FIRST HEARTLAND CONSULTANTS INC 259 - 2023-12-31 4,037 $364,000 -504
   Lion Street Advisors LLC 157 - 2024-03-31 5,292 $346,000 0
   EWG Elevate Inc. 93 *New 2024-03-31 4,936 $339,000 4,936
   American Planning Services Inc. 34 - 2023-12-31 4,862 $318,000 -6,954
   Good Life Advisors LLC 342 - 2023-12-31 4,299 $281,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 764 - 2023-12-31 4,099 $268,000 -1,716
   SCHMIDT P J INVESTMENT MANAGEMENT INC 157 *New 2024-03-31 3,896 $268,000 3,896
   MILESTONE ASSET MANAGEMENT LLC 149 *New 2024-03-31 3,868 $266,000 3,868
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 577 *New 2024-03-31 3,792 $261,000 3,792
   Burns Matteson Capital Management LLC 122 *New 2023-12-31 3,360 $220,000 3,360
  100 Records found
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