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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  
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            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
   BANK OF AMERICA CORP /DE/ 992 - 2023-12-31 1,073,843 $70,154,000 4,493
   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
   COMMONWEALTH EQUITY SERVICES LLC. 646 - 2024-03-31 200,350 $13,760,000 19,446
   H D Vest Advisory Services 193 - 2024-03-31 131,574 $9,037,000 14,874
   MULTIFINANCIAL SECURITIES CORP 156 - 2023-12-31 138,144 $9,025,000 1,009
   Geneos Wealth Management Inc. 58 - 2024-03-31 116,210 $7,981,000 18,035
   Cetera Investment Advisers 336 - 2023-12-31 106,565 $6,962,000 10,412
   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
   Atria Wealth Solutions Inc. 290 - 2023-12-31 83,014 $5,479,000 983
   Steward Partners Investment Advisory LLC 290 - 2023-12-31 75,171 $4,911,000 12,254
   CREATIVE FINANCIAL DESIGNS INC /ADV 52 - 2024-03-31 66,337 $4,556,000 1,668
   PROSPERA FINANCIAL SERVICES 163 - 2023-12-31 64,861 $4,237,000 58,537
   Financial Advocates Investment Management 100 - 2024-03-31 59,128 $4,061,000 1,852
   ENVESTNET ASSET MANAGEMENT INC 2042 - 2023-12-31 60,908 $3,979,000 5,524
   MONECO Advisors LLC 44 - 2024-03-31 48,085 $3,302,000 12,271
   Private Advisor Group LLC 609 - 2024-03-31 47,639 $3,272,000 942
   Western Wealth Management LLC 88 - 2024-03-31 42,843 $2,942,000 966
   Gimbal Financial 9 - 2024-03-31 40,563 $2,786,000 16,467
   FINANCIAL NETWORK 831 - 2023-12-31 41,001 $2,679,000 4,037
   FIRST HEARTLAND CONSULTANTS INC 108 - 2024-03-31 29,904 $2,054,000 25,867
   Kestra Advisory Services LLC 786 - 2023-12-31 30,467 $1,990,000 18,354
   Concurrent Investment Advisors LLC 244 - 2024-03-31 28,528 $1,959,000 474
   KESTRA PRIVATE WEALTH SERVICES LLC 389 - 2024-03-31 27,430 $1,884,000 2,333
   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
   Stegent Equity Advisors Inc. 26 - 2024-03-31 19,833 $1,362,000 5,108
   JANNEY MONTGOMERY SCOTT LLC 1374 - 2024-03-31 18,601 $1,278,000 3,447
   Advisor Resource Council 37 - 2024-03-31 18,287 $1,256,000 5,353
   LINCOLN NATIONAL CORP 453 - 2024-03-31 17,976 $1,235,000 2,911
   New Century Financial Group LLC 31 - 2024-03-31 16,624 $1,142,000 9,892
   OPPENHEIMER & CO INC 707 - 2024-03-31 16,031 $1,101,000 735
   RAYMOND JAMES TRUST CO 460 - 2024-03-31 15,023 $1,032,000 770
   Arkadios Wealth Advisors 228 - 2024-03-31 14,932 $1,026,000 208
   Sigma Planning Corp 515 - 2024-03-31 13,942 $958,000 7,991
   HARBOUR INVESTMENTS INC. 373 - 2023-12-31 14,603 $954,000 4,977
   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
   Change Path LLC 282 - 2023-12-31 12,197 $797,000 29
   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. 490 - 2024-03-31 8,548 $587,000 49
   GPS Wealth Strategies Group LLC 142 - 2024-03-31 8,187 $562,000 313
   Brookstone Capital Management 598 - 2024-03-31 7,961 $547,000 1,538
   SILVER OAK SECURITIES Inc 267 - 2024-03-31 5,299 $364,000 2,161
   SWS Partners 112 - 2024-03-31 3,418 $235,000 50
   PARKSIDE FINANCIAL BANK & TRUST 384 - 2024-03-31 2,465 $169,000 2,165
   FMR LLC 2962 - 2023-12-31 1,954 $128,000 161
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1769 - 2023-12-31 1,550 $101,000 1,506
   Coastal Investment Advisors Inc. 481 - 2024-03-31 1,452 $100,000 1,452
   IFP Advisors Inc 1370 - 2023-12-31 1,079 $70,000 6
   PSI Advisors LLC 256 - 2024-03-31 683 $47,000 364
   PROEQUITIES INC. 1412 - 2024-03-31 400 $27,000 400
   J P MORGAN CHASE & CO 4868 - 2024-03-31 398 $27,000 4
   Venturi Wealth Management LLC 926 - 2024-03-31 142 $10,000 2
  60 Records found
  1    
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