Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF inkluderar Safe Harbor Fiduciary, LLC, Napa Wealth Management, D. E. Shaw & Co., Inc., Carnegie Lake Advisors LLC, HBW Advisory Services LLC, Invictus Private Wealth, Llc, Prosperity Wealth Management, Inc., True North Advisors, LLC, Cyndeo Wealth Partners, LLC, Y-Intercept (Hong Kong) Ltd, Benjamin Edwards Inc, SJS Investment Consulting Inc., och MorganRosel Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 163 263 | 0,24 | 312 847 | −1,10 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 43 890 | 2,78 | 2 228 | 1,37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 238 | 2,21 | 1 230 | 1,23 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 23 011 | 106,47 | 1 168 | 103,84 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 984 | 28,09 | 3 451 | 26,37 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 4 464 | 1,99 | 227 | 0,44 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 42 974 | 11,68 | 2 181 | 10,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 476 | 26,60 | 24 | 26,32 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 4 814 | 244 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 466 086 | 30,85 | 23 659 | 29,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 003 376 | 20,81 | 50 931 | 19,19 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 61 798 | 3 137 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 142 676 | 13,17 | 7 242 | 11,66 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 40 840 | 0,50 | 2 073 | −0,81 | ||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 224 376 | 13,51 | 10 925 | 0,69 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 681 893 | 3,90 | 136 133 | 2,51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 25 821 | 9,61 | 1 311 | 8,09 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 24 905 | 7,50 | 1 264 | 6,04 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 47 593 | 1,14 | 2 416 | −0,21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 61 976 | 18,40 | 3 146 | 12,44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 | 1 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 451 | 18,78 | 1 749 | 17,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 63 476 | 9,34 | 3 222 | 7,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 78 011 | 1,89 | 3 960 | 0,51 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 23 639 | 28,96 | 1 200 | 27,15 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 16 864 | 856 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 45 680 | 2 319 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31 663 | 1 607 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 788 | 243 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 100 | 208 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4 734 | 240 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 38 065 | 1,02 | 1 932 | −0,31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 54 119 | 6,19 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 616 | 7,36 | 437 | 6,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 325 | 12,85 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38 586 | 93,80 | 1 959 | 91,21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 48 175 | 8,67 | 2 445 | 7,24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 27 669 | 7,31 | 1 404 | 5,88 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 119 | 6 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 18 214 | 56,10 | 1 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 80 255 | 5,95 | 4 074 | 4,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 276 861 | 40,78 | 14 053 | 38,89 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 108 772 | 36,11 | 5 521 | 34,30 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7 000 | 12,58 | 355 | 11,29 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 43 390 | 0,61 | 2 202 | −0,72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 645 | 4,13 | 794 | 2,85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 445 | 212,10 | 936 | 207,89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 215 | 214 | ||||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 233 575 | 33,52 | 11 856 | 31,73 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 6 200 | 315 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27 804 | 400,97 | 1 411 | 395,09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 420 409 | 13,69 | 21 340 | 12,16 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 218 144 | 4,05 | 11 073 | 2,65 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 229 067 | 156,90 | 11 627 | 153,48 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 579 | 232 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 857 | 56,31 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 25 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 248 400 | 6,55 | 12 609 | 5,12 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5 195 | 264 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 14 877 | 78,51 | 755 | 76,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 181 060 | 1,85 | 9 191 | 0,49 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 19 615 | 122,12 | 996 | 119,16 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 22 070 | 5,38 | 1 120 | 3,99 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 371 | 5,60 | 526 | 4,16 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 200 | 11,46 | 1 127 | 9,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37 513 | 12,77 | 1 904 | 11,28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 095 | 1,02 | 1 122 | −0,36 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 164 362 | 1,11 | 8 343 | −0,24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24 800 | 270,15 | 1 259 | 265,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 656 302 | 7,59 | 33 314 | 6,15 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 600 | 30 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 7 933 | 8,02 | 403 | 6,63 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 392 514 | 0,58 | 19 924 | −0,77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 335 894 | 20,99 | 67 811 | 19,36 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2 044 052 | 2,56 | 104 | 0,98 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 8 654 | 0 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 6 050 | 307 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 197 321 | 13,44 | 10 016 | 11,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 551 221 | 15,18 | 281 780 | 13,64 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 80 282 | 1,92 | 4 075 | 0,57 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 142 721 | 22,45 | 7 245 | 20,81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17 091 | 3,95 | 868 | 2,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 162 752 | 8,50 | 8 261 | 7,05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 249 | 33,50 | 1 231 | 31,69 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 115 | 0 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 145 456 | 7 383 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 69 300 | 1,17 | 3 518 | −0,20 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 7 987 | 405 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 332 | 1,59 | 328 | 2,50 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 225 249 | 98 262,01 | 11 431 | 103 809,09 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 31 522 | 186,62 | 2 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 133 377 | 96,32 | 6 770 | 93,71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 288 673 | 115,85 | 14 653 | 112,98 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 30 095 | 3,05 | 1 528 | 1,66 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 47 548 | 11,72 | 2 414 | 10,23 | ||||
| 2025-08-08 | 13F | Creative Planning | 160 322 | 7,43 | 8 138 | 5,98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2 247 421 | 114 079 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 4 225 | 7,64 | 214 | 6,47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 287 | 116,85 | 624 | 108,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 134 | 17,26 | 413 | 22,26 |
