PACER FDS TR shareholder history

Current and past PACER FDS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Private Advisor Group, LLC 34340.00%0.09%0.22%Q2 2015Q3 202334
ROYAL BANK OF CANADA 34340.00%0.01%0.01%Q2 2015Q3 202334
MORGAN STANLEY 34340.01%0.03%0.06%Q2 2015Q3 202334
LPL Financial LLC 34340.06%0.10%0.20%Q2 2015Q3 202334
WELLS FARGO & COMPANY/MN 34340.00%0.02%0.03%Q2 2015Q3 202334
UBS Group AG 33330.00%0.02%0.06%Q3 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 32320.00%0.03%0.10%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.11%0.29%0.61%Q4 2015Q3 202332
BANK OF AMERICA CORP /DE/ 32320.00%0.02%0.07%Q4 2015Q3 202332
Janney Montgomery Scott LLC 2930.01%0.02%0.05%Q3 2015Q3 202332
OPPENHEIMER & CO INC 32320.01%0.03%0.08%Q4 2015Q3 202332
IFP Advisors, Inc 17130.00%0.03%0.19%Q1 2016Q3 202330
V Wealth Advisors LLC 18110.29%2.31%5.55%Q1 2016Q2 202329
Patriot Financial Group Insurance Agency, LLC 28280.02%0.14%0.56%Q4 2016Q3 202328
Sigma Planning Corp 2610.02%0.14%0.48%Q4 2016Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220.00%0.00%0.00%Q3 2015Q3 202327
Cetera Advisors LLC 26260.02%0.12%0.26%Q2 2017Q3 202326
NewEdge Advisors, LLC 26260.02%0.09%0.20%Q2 2017Q3 202326
Cambridge Investment Research Advisors, Inc. 2330.01%0.13%0.52%Q3 2015Q3 202326
Wealthcare Advisory Partners LLC 13110.00%0.07%0.12%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.13%0.21%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 23230.00%0.38%1.96%Q1 2018Q3 202323
HighTower Advisors, LLC 23230.00%0.02%0.14%Q1 2018Q3 202323
WealthShield Partners, LLC 23230.03%1.20%4.15%Q1 2018Q3 202323
Burt Wealth Advisors 1670.05%0.08%0.19%Q1 2017Q3 202323
BANK OF MONTREAL /CAN/ 1020.00%0.01%0.04%Q2 2015Q3 202323
CITIGROUP INC 23230.00%0.00%0.00%Q1 2018Q3 202323
RAYMOND JAMES TRUST N.A. 22220.03%0.05%0.09%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.05%0.39%0.85%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.02%0.37%0.89%Q2 2018Q3 202322
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q3 2015Q2 202322
Financial Advocates Investment Management 21210.04%0.35%0.84%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.06%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 2010.00%0.02%0.04%Q1 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.01%0.02%Q2 2016Q3 202321
PFG Advisors 21210.07%0.38%0.57%Q3 2018Q3 202321
Meridian Wealth Advisors, LLC 20200.01%3.61%10.73%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.05%0.16%Q4 2017Q3 202220
JPMORGAN CHASE & CO 610.00%0.00%0.00%Q3 2016Q3 202319
FMR LLC 1270.00%0.00%0.00%Q4 2018Q3 202319
Good Life Advisors, LLC 19190.05%0.74%2.38%Q4 2018Q2 202319
LEVEL FOUR ADVISORY SERVICES, LLC 19190.07%0.67%1.44%Q1 2019Q3 202319
STEPHENS INC /AR/ 19190.00%0.12%0.30%Q2 2016Q4 202019
MML INVESTORS SERVICES, LLC 19190.01%0.05%0.12%Q1 2019Q3 202319
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.04%0.08%Q3 2015Q4 201918
Cetera Investment Advisers 18180.04%0.09%0.25%Q2 2019Q3 202318
FIFTH THIRD BANCORP 18180.00%0.00%0.00%Q3 2017Q4 202118
Western Wealth Management, LLC 1080.11%0.21%0.37%Q1 2019Q3 202318
Financial Services Advisory Inc 1440.98%6.16%19.81%Q1 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
B. Riley Wealth Advisors, Inc. 18180.03%0.07%0.15%Q2 2019Q3 202318
Citadel Advisors 1210.00%0.00%0.00%Q4 2015Q1 202318
AVANTAX ADVISORY SERVICES, INC. 17170.03%0.13%0.21%Q3 2019Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 1430.00%0.17%0.42%Q1 2018Q3 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.01%0.08%Q3 2019Q3 202317
Pacer Advisors, Inc. 980.02%0.10%0.15%Q2 2019Q3 202317
WEDBUSH SECURITIES INC 1250.01%0.10%0.21%Q1 2019Q2 202317
Sound Income Strategies, LLC 17170.00%0.01%0.03%Q3 2019Q3 202317
Capital Asset Advisory Services LLC 16160.09%0.14%0.20%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.02%0.10%Q4 2019Q3 202316
Titus Wealth Management 16160.19%1.63%2.44%Q3 2018Q2 202216
Soltis Investment Advisors LLC 16160.05%0.40%2.65%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
LVW Advisors, LLC 16160.06%0.77%0.98%Q3 2019Q2 202316
American Institute for Advanced Investment Management, LLP 16160.66%0.98%1.20%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Tempus Wealth Planning, LLC 16160.16%0.40%0.60%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.01%0.01%Q4 2019Q3 202316
BB&T SECURITIES, LLC 16160.01%0.03%0.25%Q4 2015Q3 201916
Aft, Forsyth & Sober, LLC 15150.96%4.09%19.33%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 1320.00%0.00%0.00%Q3 2019Q3 202315
Eudaimonia Partners, LLC 870.24%0.59%1.09%Q4 2019Q3 202315
Advisor Group, Inc. 15150.07%0.10%0.16%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.04%0.09%0.18%Q1 2020Q3 202315
SIGNATUREFD, LLC 870.00%0.00%0.01%Q1 2019Q3 202315
Kingsview Wealth Management, LLC 860.01%0.02%0.04%Q1 2020Q3 202314
Winslow, Evans & Crocker, Inc. 1310.00%0.19%0.36%Q4 2015Q4 202014
LINCOLN NATIONAL CORP 1310.01%0.01%0.02%Q2 2019Q3 202314
J.W. COLE ADVISORS, INC. 810.02%0.09%0.18%Q4 2019Q3 202314
IHT Wealth Management, LLC 630.01%0.06%0.19%Q4 2018Q3 202314
SYNOVUS FINANCIAL CORP 910.00%0.00%0.01%Q1 2020Q3 202313
Clear Creek Financial Management, LLC 1010.04%0.13%0.19%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.11%0.15%Q3 2020Q3 202313
Providence Capital Advisors, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.18%0.32%Q3 2020Q3 202313
AMERIPRISE FINANCIAL INC 510.00%0.00%0.00%Q3 2016Q2 202313
Creative Planning 1010.00%0.01%0.05%Q4 2015Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.01%Q3 2017Q3 202313
M Holdings Securities, Inc. 13130.15%0.67%1.91%Q1 2018Q1 202113
Insight Advisors, LLC/ PA 12120.05%0.10%0.20%Q4 2020Q3 202312
ADE, LLC 12120.95%1.51%2.77%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.05%0.09%0.15%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.08%0.13%0.22%Q4 2020Q3 202312
WINTRUST INVESTMENTS LLC 930.03%0.07%0.12%Q4 2017Q3 202112
OneDigital Investment Advisors LLC 12120.01%0.06%0.30%Q2 2019Q1 202212
WBI INVESTMENTS, LLC 12120.17%0.84%1.81%Q4 2020Q3 202312
Oder Investment Management, LLC 12121.12%1.82%2.27%Q4 2020Q3 202312
Avion Wealth 12120.04%0.05%0.11%Q4 2020Q3 202312
Kinloch Capital, LLC 12120.18%0.27%0.35%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.07%0.11%Q4 2018Q3 202112
Redhawk Wealth Advisors, Inc. 1020.05%0.09%0.35%Q3 2020Q3 202312
Kathmere Capital Management, LLC 12120.22%0.58%0.84%Q4 2020Q3 202312
B. Riley Wealth Management, Inc. 11110.00%0.04%0.08%Q4 2019Q2 202211
FLAGSHIP HARBOR ADVISORS, LLC 1010.00%0.04%0.27%Q2 2018Q4 202211
Key FInancial Inc 1010.01%0.02%0.04%Q1 2020Q1 202311
Global Retirement Partners, LLC 740.09%0.12%0.16%Q4 2020Q3 202311
NEXT Financial Group, Inc 610.01%0.02%0.03%Q4 2018Q4 202111
D.A. DAVIDSON & CO. 830.00%0.01%0.01%Q4 2019Q3 202311
Stratos Wealth Partners, LTD. 510.00%0.03%0.08%Q4 2017Q3 202311
Castle Rock Wealth Management, LLC 11110.08%0.10%0.12%Q1 2021Q3 202311
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
PSI Advisors, LLC 920.04%0.11%0.55%Q4 2019Q3 202311
Freedom Investment Management, Inc. 11110.04%0.05%0.10%Q1 2021Q3 202311
Merit Financial Group, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Baird Financial Group, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.02%0.05%0.18%Q4 2016Q3 202210
AE Wealth Management LLC 10100.01%0.03%0.10%Q1 2020Q2 202210
MBL Wealth, LLC 711.30%2.19%2.91%Q4 2020Q3 202310
F3Logic, LLC 10100.14%1.18%1.95%Q4 2018Q1 202110
Sullivan, Bruyette, Speros & Blaney, LLC 10100.65%1.06%1.54%Q4 2018Q1 202110
Clarus Group, Inc. 910.68%2.61%7.89%Q4 2020Q3 202310
Twin Lakes Capital Management, LLC 550.03%0.03%0.04%Q1 2021Q3 202310
AdvisorNet Financial, Inc 730.00%0.08%0.27%Q1 2019Q1 202210
Advisor Resource Council 10100.22%0.46%0.77%Q2 2021Q3 202310
CFS Investment Advisory Services, LLC 918.33%11.94%16.73%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.04%0.06%Q1 2021Q3 202310
DEUTSCHE BANK AG\ 420.00%0.00%0.00%Q4 2018Q2 20219
Lion Street Advisors, LLC 990.12%0.16%0.22%Q3 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 990.03%0.30%1.48%Q1 2020Q1 20229
Investors Financial Group, LLC 990.26%0.53%1.67%Q4 2019Q4 20219
StoneX Group Inc. 630.06%0.09%0.11%Q3 2020Q3 20239
Hilltop Holdings Inc. 510.10%0.18%0.42%Q1 2018Q4 20209
MONECO Advisors, LLC 990.60%0.85%1.43%Q3 2021Q3 20239
CEDAR CAPITAL, LLC 990.71%4.17%8.25%Q3 2019Q3 20219
Marcum Wealth, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
UNITED CAPITAL FINANCIAL ADVISORS, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
IFG Advisory, LLC 990.08%0.17%0.36%Q1 2018Q1 20209
Baystate Wealth Management LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Golden State Equity Partners 630.09%0.35%0.62%Q4 2020Q3 20239
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
MAGNOLIA CAPITAL ADVISORS LLC 880.06%0.72%3.23%Q4 2021Q3 20238
Koss-Olinger Consulting, LLC 710.38%3.68%6.84%Q1 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.21%0.23%0.26%Q4 2021Q3 20238
Cornell Pochily Investment Advisors, Inc. 880.08%0.19%0.25%Q4 2018Q3 20208
Integrated Wealth Concepts LLC 510.01%0.02%0.03%Q3 2019Q3 20238
55I, LLC 880.04%1.18%2.00%Q3 2020Q2 20228
Orion Portfolio Solutions, LLC 610.00%0.01%0.01%Q4 2019Q3 20238
Aspire Wealth Management Corp 880.04%0.04%0.05%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 880.04%0.20%0.29%Q4 2021Q3 20238
BLAIR WILLIAM & CO/IL 880.00%0.00%0.00%Q4 2021Q3 20238
Atria Investments, Inc 610.04%0.09%0.23%Q4 2019Q3 20237
Founders Financial Alliance, LLC 610.02%0.02%0.02%Q3 2020Q3 20237
Sound Financial Strategies Group, LLC 770.34%0.74%1.42%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 770.00%0.00%0.00%Q1 2022Q3 20237
SPC Financial, Inc. 770.04%0.18%0.31%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.18%0.18%0.19%Q1 2022Q3 20237
Gemmer Asset Management LLC 770.01%0.01%0.01%Q3 2020Q1 20227
Founders Capital Management 770.01%0.02%0.02%Q1 2018Q3 20197
Commonwealth Equity Services, Inc 770.00%0.04%0.07%Q1 2016Q3 20177
NORTHERN TRUST CORP 610.00%0.00%0.00%Q3 2019Q3 20237
TWO SIGMA SECURITIES, LLC 310.01%0.03%0.12%Q2 2016Q1 20236
Capital Analysts, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
Cornerstone Wealth Management, LLC 420.00%0.97%1.70%Q2 2018Q2 20206
Veracity Capital LLC 660.12%1.02%2.06%Q4 2019Q1 20216
Qube Research & Technologies Ltd 420.00%0.05%0.16%Q4 2019Q2 20226
GPS Wealth Strategies Group, LLC 330.02%0.07%0.10%Q1 2022Q3 20236
PRIVATE TRUST CO NA 660.09%0.09%0.10%Q2 2022Q3 20236
Lighthouse Financial Advisors, Inc. 660.26%1.41%2.08%Q4 2019Q1 20216
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q2 2019Q1 20226
Savior LLC 660.02%0.02%0.02%Q1 2020Q2 20216
Golden State Wealth Management, LLC 310.05%0.07%0.09%Q1 2019Q2 20216
SCHMIDT P J INVESTMENT MANAGEMENT INC 660.05%0.06%0.08%Q2 2022Q3 20236
ProVise Management Group, LLC 550.46%0.53%0.63%Q2 2019Q2 20205
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.33%0.46%0.65%Q1 2020Q2 20235
Strategic Asset Management, LLC 550.04%0.12%0.19%Q3 2021Q3 20225
Hochman Cole Investment Advisors, Inc. 550.13%0.42%0.78%Q2 2019Q2 20205
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q2 2019Q2 20205
FormulaFolio Investments, LLC 320.03%0.12%0.34%Q1 2019Q2 20205
Moors & Cabot, Inc. 550.03%0.04%0.04%Q3 2019Q3 20205
SNS Financial Group, LLC 550.04%0.04%0.04%Q4 2021Q4 20225
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2015Q2 20235
J2 Capital Management Inc 553.16%4.46%5.98%Q3 2022Q3 20235
Financial Enhancement Group LLC 550.10%1.33%1.75%Q3 2022Q3 20235
Valmark Advisers, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 410.00%0.00%0.00%Q4 2016Q3 20185
Garrett Wealth Advisory Group, LLC 550.43%9.19%12.01%Q4 2019Q4 20205
Allworth Financial LP 310.00%0.00%0.00%Q3 2022Q3 20234
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
Realta Investment Advisors 220.00%0.00%0.01%Q3 2022Q3 20234
Independent Wealth Network Inc. 440.15%0.15%0.15%Q4 2022Q3 20234
Legacy Trust 440.09%0.09%0.09%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
MSI Financial Services Inc 440.00%0.00%0.00%Q1 2016Q4 20164
PagnatoKarp Partners LLC 440.08%0.10%0.12%Q1 2017Q4 20174
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20214
Simplicity Solutions, LLC 440.04%0.06%0.13%Q1 2020Q4 20204
Latitude Advisors, LLC 440.19%0.23%0.26%Q2 2021Q1 20224
M&T BANK CORP 440.00%0.00%0.00%Q1 2020Q4 20204
SUNTRUST BANKS INC 440.00%0.00%0.01%Q4 2018Q3 20194
AMERICAN INTERNATIONAL GROUP, INC. 440.01%0.01%0.02%Q2 2015Q1 20164
Transform Wealth, LLC 440.04%0.06%0.07%Q2 2019Q1 20204
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q3 2019Q2 20204
Whitaker-Myers Wealth Managers, LTD. 441.96%2.33%2.84%Q4 2022Q3 20234
Belpointe Asset Management LLC 220.01%0.15%0.32%Q2 2019Q1 20234
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q4 20214
DeDora Capital, Inc. 440.25%0.90%1.60%Q3 2019Q2 20204
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.09%0.12%Q4 2022Q3 20234
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2018Q1 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
John W. Brooker & Co., CPAs 440.00%0.01%0.01%Q4 2019Q3 20204
PARK AVENUE SECURITIES LLC 440.01%0.03%0.05%Q1 2019Q4 20194
SFMG, LLC 440.29%0.33%0.40%Q1 2019Q4 20194
FOUNDERS FINANCIAL SECURITIES LLC 440.09%0.11%0.15%Q3 2020Q2 20214
First PREMIER Bank 440.00%0.00%0.00%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.02%0.03%0.06%Q4 2020Q2 20224
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Gradient Investments LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Spectrum Asset Management, Inc. (NB/CA) 332.59%3.82%5.77%Q1 2020Q3 20203
Imprint Wealth LLC 330.43%0.44%0.45%Q1 2023Q3 20233
Capital Investment Advisory Services, LLC 330.08%0.09%0.10%Q2 2019Q4 20193
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2018Q3 20183
REGIONS FINANCIAL CORP 210.00%0.00%0.00%Q3 2018Q3 20223
First Allied Advisory Services, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Virtu KCG Holdings LLC 210.00%0.02%0.03%Q2 2015Q2 20163
Gladstone Institutional Advisory LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Trexquant Investment LP 330.08%0.09%0.10%Q1 2020Q3 20203
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Allred Capital Management, LLC 210.04%0.36%0.63%Q4 2018Q4 20193
Welch Group, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Worth Asset Management, LLC 330.12%0.13%0.14%Q1 2022Q3 20223
US BANCORP \DE\ 210.00%0.00%0.00%Q3 2019Q3 20233
Buck Wealth Strategies, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Shamrock Asset Management LLC 3312.40%13.15%14.41%Q1 2019Q3 20193
ORG Partners LLC 330.17%0.23%0.30%Q1 2023Q3 20233
AVIANCE CAPITAL MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2017Q4 20173
HARRELL INVESTMENT PARTNERS, LLC 330.49%0.55%0.63%Q4 2019Q2 20203
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
EWG Elevate Inc. 330.30%0.34%0.37%Q1 2023Q3 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Parallel Advisors, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
DAVENPORT & Co LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CENTAURUS FINANCIAL, INC. 210.01%0.01%0.01%Q4 2021Q3 20223
North Star Investment Management Corp. 330.00%0.00%0.00%Q3 2019Q1 20203
Capital Wealth Planning, LLC 210.04%0.25%0.48%Q4 2017Q2 20193
Prospera Financial Services Inc 110.01%0.01%0.01%Q3 2020Q2 20232
Leelyn Smith, LLC 220.01%0.01%0.02%Q3 2022Q4 20222
ASSETMARK, INC 220.00%0.00%0.00%Q4 2022Q1 20232
Glassman Wealth Services 220.02%0.02%0.02%Q1 2016Q2 20162
Vienna Asset Management LLC 226.11%7.72%9.32%Q2 2022Q3 20222
Lunt Capital Management, Inc. 220.57%0.57%0.58%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 110.03%0.04%0.05%Q4 2022Q2 20232
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q4 20182
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2020Q3 20202
Beacon Capital Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
American Planning Services, Inc. 2211.80%12.01%12.21%Q2 2023Q3 20232
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2020Q1 20232
Strategic Financial Concepts, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Regal Investment Advisors LLC 220.02%0.03%0.03%Q1 2023Q2 20232
LIBERTY WEALTH MANAGEMENT LLC 220.08%0.09%0.09%Q4 2019Q1 20202
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
BEAM WEALTH ADVISORS, INC. 220.19%0.51%0.82%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.02%Q3 2022Q1 20232
Kovack Advisors, Inc. 220.09%0.09%0.09%Q4 2018Q1 20192
Fluent Financial, LLC 221.07%1.07%1.07%Q2 2018Q3 20182
Pinnacle Bancorp, Inc. 220.00%0.01%0.01%Q1 2020Q2 20202
Inspire Advisors, LLC 220.26%0.27%0.27%Q2 2023Q3 20232
Squar Milner Financial Services LLC 220.34%0.37%0.39%Q1 2020Q2 20202
Garden State Investment Advisory Services LLC 220.23%0.29%0.35%Q4 2022Q1 20232
Oakworth Capital, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Capital One Investing, Inc. 110.08%0.08%0.08%Q1 2019Q3 20192
Brookstone Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
Independent Advisor Alliance 110.31%0.37%0.43%Q1 2017Q4 20192
Perennial Investment Advisors, LLC 220.10%0.11%0.12%Q2 2023Q3 20232
Crabel Capital Management, LLC 110.04%0.10%0.15%Q4 2017Q4 20212
Apollon Wealth Management, LLC 220.05%0.08%0.10%Q4 2020Q1 20212
Paragon Wealth Strategies, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
VisionPoint Advisory Group, LLC 220.09%0.10%0.12%Q4 2018Q1 20192
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2019Q4 20191
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Westhampton Capital, LLC 110.22%0.22%0.22%Q1 2020Q1 20201
Wescott Financial Advisory Group, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q3 2019Q3 20191
OneAscent Financial Services LLC 111.49%1.49%1.49%Q3 2023Q3 20231
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
SWS Partners 110.07%0.07%0.07%Q2 2023Q2 20231
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Halpern Financial, Inc. 110.19%0.19%0.19%Q1 2022Q1 20221
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Destination Wealth Management 110.01%0.01%0.01%Q2 2018Q2 20181
Mutual Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Sandy Spring Bank 110.01%0.01%0.01%Q4 2019Q4 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2020Q4 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q4 20181
Frontier Wealth Management LLC 113.13%3.13%3.13%Q2 2020Q2 20201
MARINO, STRAM & ASSOCIATES LLC 110.00%0.00%0.00%Q1 2019Q1 20191
SYKON CAPITAL LLC 111.05%1.05%1.05%Q2 2023Q2 20231
CAPITAL ONE, NATIONAL ASSOCIATION 112.09%2.09%2.09%Q4 2019Q4 20191
Vestmark Advisory Solutions, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
PACIFIC FINANCIAL GROUP INC 110.03%0.03%0.03%Q3 2020Q3 20201
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Investors Capital Advisory Services 110.04%0.04%0.04%Q2 2016Q2 20161
Anchor Investment Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Cooper Financial Group 110.04%0.04%0.04%Q4 2020Q4 20201
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BECK CAPITAL MANAGEMENT, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Camarda Financial Advisors, LLC 113.47%3.47%3.47%Q3 2023Q3 20231
TRAN CAPITAL MANAGEMENT, L.P. 110.19%0.19%0.19%Q4 2018Q4 20181
BAROMETER CAPITAL MANAGEMENT INC. 110.15%0.15%0.15%Q4 2017Q4 20171
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
LWM Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2016Q3 20161
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Oxbow Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2023Q3 20231
Aurora Private Wealth, Inc. 110.10%0.10%0.10%Q1 2020Q1 20201
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
LEVEL FOUR FINANCIAL, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Legacy Wealth Planning, LLC 110.50%0.50%0.50%Q3 2022Q3 20221
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
DecisionPoint Financial, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Activest Wealth Management 110.00%0.00%0.00%Q2 2023Q2 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
WNY Asset Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q2 2023Q2 20231
CNB Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.07%0.07%0.07%Q1 2019Q1 20191
BB&T INVESTMENT SERVICES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q1 2023Q1 20231
Jackson, Grant Investment Advisers, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Guardian Wealth Advisors, LLC 110.62%0.62%0.62%Q1 2021Q1 20211
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
WCG Wealth Advisors LLC 110.31%0.31%0.31%Q3 2023Q3 20231
External links

This page lists all the filers that currently own PACER FDS TR or have owned PACER FDS TR in the past.