Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF inkluderar Carter Financial Group, INC., IronOak Wealth LLC., Tripletail Wealth Management, LLC, Cliftonlarsonallen Wealth Advisors, Llc, Arete Wealth Advisors, LLC, Carnegie Lake Advisors LLC, Evergreen Capital Management Llc, Intrua Financial, LLC, Brass Tax Wealth Management, Inc, Sofos Investments, Inc., Skopos Labs, Inc., Harbor Asset Planning, Inc., Sierra Ocean, Llc, Mount Yale Investment Advisors, LLC, Trust Co Of Toledo Na /oh/, Whittier Trust Co Of Nevada Inc, Financial Gravity Companies, Inc., Strategic Wealth Partners, Ltd., Quest 10 Wealth Builders, Inc., och NewSquare Capital LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Claro Advisors LLC | 44 845 | 6,98 | 1 785 | 13,55 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 117 | 44 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 184 | 80,39 | 7 | 133,33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 69 480 | 11,80 | 2 766 | 18,71 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12 623 | 503 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 28 854 | 1 149 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 547 | 10,03 | 62 | 17,31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 470 649 | 3,52 | 18 739 | 9,91 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 11 907 | 2,77 | 474 | 9,22 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 238 | 1,59 | 288 | 7,49 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 972 | 2,35 | 716 | 8,66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 770 | 34 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 038 | 41 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 19 834 | 1,17 | 790 | 7,35 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 15 939 | 0,03 | 635 | 6,20 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 104 810 | 5,38 | 4 173 | 11,91 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 74 595 | 11,48 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 367 020 | 6,21 | 14 613 | 12,76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 342 | 40,65 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 742 | 109 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 7 027 | 4,90 | 280 | 11,16 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 11 795 | 2,85 | 470 | 9,07 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 203 461 | 303,44 | 8 101 | 328,34 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 123 | 5 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 345 389 | 51,30 | 13 752 | 60,64 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 48 950 | 3,90 | 1 949 | 10,31 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 822 | 23 416,67 | 112 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41 672 | 31,93 | 1 659 | 40,12 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7 | 16,67 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 17 941 | 6,70 | 714 | 13,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47 690 | 68,04 | 1 899 | 78,38 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 67 367 | 2,42 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 335 | 13 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 5 389 | 215 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 63 531 | 8,34 | 2 382 | −7,89 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 324 | 0,31 | 13 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 71 899 | 10,28 | 2 863 | 17,10 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11 274 | 0,88 | 449 | 6,92 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 564 | 0,34 | 540 | 6,72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 171 | 42,50 | 7 | 50,00 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 274 184 | 33,93 | 10 917 | 42,19 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 123 | 5 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 500 | 60 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 315 | 13 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37 124 | 292,31 | 1 478 | 255,29 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 181 056 | 16,24 | 7 209 | 23,40 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 5 213 | 208 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 259 | 116,42 | 209 | 129,67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 817 | 4,23 | 311 | 10,68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 87 873 | 8,61 | 3 499 | 15,33 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 30 406 | 14,19 | 1 211 | 21,24 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 875 | 0 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 77 630 | 6,36 | 3 091 | 12,94 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 217 | 100,27 | 447 | 112,38 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 35 006 | 17,21 | 1 396 | 22,67 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 501 | 39,55 | 498 | 48,36 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12 442 | 495 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 50 004 | 0,25 | 1 991 | 6,42 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5 902 | 0,91 | 235 | 6,85 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150 000 | 5 972 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 084 | 10,00 | 242 | 16,91 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 300 | 410 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 585 | 23 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 992 | 34,35 | 119 | 43,37 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6 774 | 270 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 944 | 1 073 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 62 215 | 1,01 | 2 333 | −13,91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 300 | 12 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 5 934 | 236 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 52 854 | 935,95 | 2 104 | 741,60 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 39 321 | 0,82 | 1 566 | 7,05 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16 871 | 41,70 | 672 | 50,45 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 235 217 | 4,38 | 9 365 | 10,83 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6 612 | 25,51 | 263 | 33,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 61 853 | 12,52 | 2 463 | 19,46 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 265 | 210 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 42 233 | 0,25 | 1 681 | 6,46 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 236 | 0,04 | 1 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 11 620 | 1,36 | 463 | 7,69 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 437 631 | 5,49 | 17 424 | 12,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 8 | −87,72 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 487 551 | 9,02 | 19 | 18,75 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 72 146 | 3,96 | 2 872 | 10,38 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13 869 | 15,46 | 552 | 22,67 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 815 | 232 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 50 | 2 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 22 444 | 11,38 | 894 | 18,28 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 335 | 212 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 621 | 264 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 397 740 | 11,36 | 15 836 | 18,24 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 565 | 102 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 11 679 | 0,32 | 465 | 6,42 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 11 306 | 19,04 | 450 | 26,40 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 169 385 | 55,98 | 6 744 | 65,62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 715 | 347 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 150 | 212,50 | 6 | 400,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7 245 | 288 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 52 699 | 1,73 | 2 098 | 8,03 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 58 332 | 2,48 | 2 322 | 8,81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 600 | 867,74 | 24 | 1 050,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35 110 | 132,96 | 1 398 | 147,26 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 250 | 9 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 59 005 | 10,38 | 2 349 | 17,22 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19 277 | 15,13 | 768 | 22,33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 121 | 0,83 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21 490 | 33,79 | 856 | 42,03 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5 375 | 214 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 66 750 | 42,29 | 2 658 | 51,05 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 107 810 | 4,26 | 4 457 | 22,25 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 650 | 22,31 | 66 | 30,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 510 | 20 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 663 | 385 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 8 333 | 9,37 | 332 | 16,14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20 395 | 17,06 | 812 | 24,35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 293 | 16,08 | 330 | 23,60 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 43 715 | 25,24 | 1 741 | 33,03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 219 | 9 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 48 951 | 137,21 | 2 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 983 | 12,00 | 5 056 | 18,91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287 380 | 96,75 | 11 442 | 108,91 | ||||
| 2025-06-30 | NP | HERD - Pacer Cash Cows Fund of Funds ETF | 447 577 | 7,88 | 15 956 | −12,80 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 16 100 | 65,98 | 641 | 76,58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 277 | 0,10 | 290 | 6,25 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 13 440 | 3,11 | 535 | 9,63 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7 337 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 95 129 | 28,45 | 3 788 | 36,37 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5 633 | 2,46 | 224 | 8,74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 542 | 22 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 22 244 | 1,04 | 921 | 11,64 | ||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 110 384 | 13,28 | 4 395 | 20,25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 37 124 | 60,84 | 1 478 | 70,87 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 108 762 | 2,27 | 4 387 | 15,36 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 961 | 0,10 | 38 | 5,56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 836 | 11,36 | 511 | 18,56 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 542 | 133 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 082 | 1 161,82 | 0 | |||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12 510 | 505 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 97 124 | 3 867 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5 323 | 212 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 63 753 | 2,64 | 2 538 | 8,97 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 819 326 | 5,50 | 32 621 | 12,01 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11 011 | 438 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 483 | 19 |
