Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF inkluderar Teamwork Financial Advisors, LLC, Clark Capital Management Group, Inc., Heck Capital Advisors, LLC, Ethos Financial Group, LLC, Patriot Financial Group Insurance Agency, LLC, RVW Wealth, LLC, GeoWealth Management, LLC, StoneCrest Wealth Management, Inc., Renaissance Technologies Llc, Level Four Advisory Services, Llc, ZEGA Investments, LLC, Park Avenue Securities Llc, Tactive Advisors, LLC, First Heartland Consultants, Inc., Tripletail Wealth Management, LLC, Optivise Advisory Services LLC, Coppell Advisory Solutions LLC, Post Resch Tallon Group Inc., PFG Investments, LLC, och Muirfield Wealth Advisors 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 3 939 | 138 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 10 806 | 1,66 | 379 | 15,90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 335 858 | 67,16 | 222 452 | 90,61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 201 632 | 67 310,66 | 77 299 | 77 199,00 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 23 601 | 94 304,00 | 829 | |||||
| 2025-07-09 | 13F | GSG Advisors LLC | 5 933 | 208 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 340 758 | 36,07 | 11 964 | 55,16 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 447 | 86 | ||||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 568 102 | 19 946 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 15 273 | 134,86 | 536 | 168,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96 100 | 4 268,18 | 3 374 | 4 720,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 23 868 | 43,30 | 838 | 63,67 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 15 447 | 606,63 | 542 | 708,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 58 138 | 243,34 | 2 041 | 291,75 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 13 560 | 476 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 35 762 | 32,75 | 1 256 | 51,39 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 35 561 | 0,43 | 1 249 | 14,50 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 35 579 | 1 249 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 52 664 | 32,35 | 1 849 | 50,94 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 225 864 | 9,80 | 7 930 | 25,22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 169 800 | 23,99 | 5 962 | 41,39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 865 | 76,43 | 0 | |||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 53 971 | 1 895 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 435 467 | 15 289 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 092 759 | 68,24 | 73 477 | 91,85 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5 913 | 208 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 357 | 13 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 29 819 | 34,25 | 1 047 | 53,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 314 004 | 11,74 | 11 024 | 27,42 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 6 701 | 235 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6 605 | 232 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 31 922 | 1 111 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 580 921 | 37,05 | 20 396 | 56,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 678 031 | 84,45 | 24 | 109,09 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 34 028 | 9,77 | 1 195 | 25,16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 667 | 375 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 8 600 | 22,86 | 302 | 40,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 900 | 32 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29 152 | 3,13 | 1 024 | 17,59 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 049 | 5,02 | 283 | 20,00 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 10 651 | 51,88 | 328 | 37,97 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 8 821 | 310 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7 200 | 5,88 | 253 | 20,57 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 621 | 268 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 71 442 | 2 508 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 173 538 | 13,08 | 6 093 | 28,93 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 172 848 | 6,14 | 6 069 | 21,05 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42 876 | 15,10 | 1 505 | 30,98 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 29 652 | 203,75 | 1 041 | 247,00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 430 271 | 3,62 | 15 107 | 18,16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 184 138 | 500,64 | 5 670 | 477,29 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 679 | 691 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 106 581 | 48,59 | 3 742 | 69,47 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 71 | 2 | ||||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 21 659 | 760 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 33 462 | 0,17 | 1 175 | 14,20 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 16 652 | 585 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 40 391 | 1 418 | ||||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 22 373 | 15,09 | 786 | 31,27 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 100 | 37,50 | 39 | 58,33 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 16 281 | 56,77 | 572 | 79,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 081 | 319 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 11 914 | 7,32 | 418 | 22,58 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 8 274 | 0,29 | 291 | 14,17 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 80 461 | 15,75 | 2 825 | 32,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 134 530 | 101,42 | 4 723 | 129,72 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 7 710 | 271 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 34 250 | 4,58 | 1 203 | 19,25 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11 387 | 18,95 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 30 865 | 22,17 | 1 084 | 39,38 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 11 610 | 27,40 | 408 | 45,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 50 357 | 2 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18 970 | 666 | ||||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 30 241 | 7,29 | 1 062 | 22,38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 885 317 | 205,31 | 31 | 287,50 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 39 572 | 6,65 | 1 389 | 21,63 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21 966 | 771 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35 235 | 91,25 | 1 237 | 117,78 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 68 743 | 4,93 | 2 414 | 14,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 607 398 | 63,92 | 21 326 | 86,91 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 16 081 | 92,93 | 565 | 120,31 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 12 044 | 2,97 | 423 | 17,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 734 509 | 109,87 | 25 789 | 139,33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 029 | 78,34 | 36 | 111,76 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8 105 | 285 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 651 | 53,86 | 550 | 75,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 414 | 366 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 5 868 | 206 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 21 957 | 3,65 | 771 | 18,10 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 016 | 36 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 34 709 | 90,46 | 1 219 | 117,11 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 59 938 | 45,27 | 2 104 | 65,67 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 6 313 | 222 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 560 871 | 223,26 | 19 692 | 268,63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 876 219 | 68,29 | 31 | 87,50 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 6 313 | 222 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 377 238 | 321,29 | 48 355 | 380,42 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 302 796 | 13,81 | 10 631 | 29,79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 111 980 | 18,09 | 3 932 | 34,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 885 | 488 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 37 707 | 1 324 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 11 711 | 411 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 19 556 | 233,55 | 687 | 281,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 228 | 153,08 | 254 | 190,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 391 098 | 25,44 | 13 731 | 43,03 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 24 240 | 851 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 87 332 | 33,02 | 3 066 | 51,71 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 19 558 | 69,77 | 687 | 93,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 981 634 | 21,35 | 69 575 | 38,38 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 395 | 6,46 | 330 | 17,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37 036 | 18,98 | 1 300 | 35,70 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 447 093 | 142,80 | 15 697 | 176,89 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 24 595 | 6,74 | 864 | 21,72 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 207 678 | 12,55 | 7 292 | 28,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 460 | 7,48 | 16 | 23,08 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 99 827 | 3 505 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 021 | 33,36 | 773 | 52,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 120 045 | 229,23 | 4 215 | 275,58 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 106 607 | 2,11 | 3 743 | 16,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 151 983 | 4,52 | 5 336 | 19,19 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 9 106 | 320 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 774 164 | 95,78 | 27 181 | 123,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 22 894 | 592,92 | 804 | 695,05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 69 100 | 2 426 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 900 | 207 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 103 | 4 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60 117 | 5,20 | 2 111 | 19,95 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 122 156 | 33,68 | 4 289 | 52,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 687 409 | 117,29 | 24 135 | 147,78 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 39 285 | 57,60 | 1 379 | 79,79 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 142 072 | 33,14 | 4 988 | 51,84 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 59 396 | 2 085 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 299 | 10 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 917 855 | 49,79 | 137 556 | 70,80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 275 | 35,47 | 10 | 50,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 47 351 | 1,44 | 1 662 | 15,66 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 65 713 | 41,34 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 80 040 | 2 810 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 19 650 | 4,52 | 690 | 19,20 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 140 787 | 3,85 | 4 943 | 18,45 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 21 786 | 22,67 | 765 | 39,93 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 515 | 19,14 | 966 | 35,86 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 30 647 | 0,44 | 1 076 | 14,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 176 506 | 6 197 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 943 554 | 26,48 | 68 238 | 44,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 297 350 | 3,41 | 10 440 | 17,91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 65 820 | 62,01 | 2 311 | 94,61 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6 325 | 222 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 618 | 232 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 123 208 | 2,20 | 4 326 | 16,55 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 76 432 | 674,62 | 2 684 | 785,48 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 253 | 9 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 151 691 | 8,53 | 5 292 | 22,98 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 288 461 | 41,60 | 44 851 | 59,67 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75 531 | 2 652 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 33 431 | 29,77 | 1 174 | 47,92 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 194 977 | 1 387,81 | 6 846 | 1 598,51 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 25 | 1 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27 452 | 33,69 | 964 | 52,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 173 159 | 517,39 | 6 080 | 604,40 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 43 933 | 137,71 | 1 542 | 171,00 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 36 870 | 1 288 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 18 705 | 2,02 | 657 | 16,31 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7 888 | 1,77 | 277 | 15,97 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 531 | 11,79 | 19 | 28,57 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 492 | 143,56 | 17 | 183,33 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 225 303 | 7 910 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 372 699 | 13 085 |
