PACER FDS TR shareholder history

Current and past PACER FDS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 34340.00%0.01%0.02%Q2 2015Q3 202334
LPL Financial LLC 34340.01%0.03%0.08%Q2 2015Q3 202334
ROYAL BANK OF CANADA 34340.00%0.00%0.00%Q2 2015Q3 202334
UBS Group AG 33330.00%0.00%0.01%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 32320.06%0.08%0.14%Q4 2015Q3 202332
BANK OF AMERICA CORP /DE/ 32320.00%0.01%0.02%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 32320.00%0.01%0.03%Q4 2015Q3 202332
Janney Montgomery Scott LLC 2920.00%0.01%0.04%Q4 2015Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1150.00%0.00%0.00%Q2 2015Q3 202329
WELLS FARGO & COMPANY/MN 28280.00%0.01%0.01%Q4 2016Q3 202328
STEPHENS INC /AR/ 28280.01%0.10%0.27%Q4 2016Q3 202328
Cetera Advisor Networks LLC 2510.01%0.08%0.24%Q4 2015Q3 202328
Private Advisor Group, LLC 2320.00%0.03%0.06%Q3 2015Q3 202328
IFP Advisors, Inc 1710.00%0.01%0.06%Q1 2016Q3 202327
Sigma Planning Corp 26260.02%0.05%0.21%Q2 2017Q3 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
STIFEL FINANCIAL CORP 2310.01%0.02%0.04%Q4 2015Q3 202324
Financial Advocates Investment Management 24240.01%0.25%0.44%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 23230.00%0.07%0.12%Q1 2018Q3 202323
CITIGROUP INC 23230.00%0.00%0.00%Q1 2018Q3 202323
Cetera Advisors LLC 22220.01%0.07%0.18%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.02%0.02%0.03%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
PFG Advisors 21210.10%0.29%0.43%Q3 2018Q3 202321
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q3 2015Q2 202321
Geneos Wealth Management Inc. 20200.05%0.23%0.35%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1810.00%0.02%0.06%Q3 2018Q3 202319
Good Life Advisors, LLC 19190.03%0.14%0.23%Q1 2019Q3 202319
LEVEL FOUR ADVISORY SERVICES, LLC 19190.05%0.31%0.65%Q1 2019Q3 202319
Western Wealth Management, LLC 1080.13%0.24%0.38%Q1 2019Q3 202318
MML INVESTORS SERVICES, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
Titus Wealth Management 18180.23%0.97%2.97%Q1 2018Q2 202218
CWM, LLC 1080.01%0.02%0.02%Q1 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
American Portfolios Advisors 17170.00%0.02%0.04%Q3 2018Q3 202217
FMR LLC 1610.00%0.00%0.00%Q4 2018Q3 202317
Cetera Investment Advisers 17170.02%0.05%0.11%Q3 2019Q3 202317
Pacer Advisors, Inc. 980.02%0.10%0.15%Q2 2019Q3 202317
Citadel Advisors 410.00%0.00%0.00%Q2 2016Q3 202317
Capital Asset Advisory Services LLC 16160.05%0.10%0.17%Q4 2019Q3 202316
Tempus Wealth Planning, LLC 16160.15%0.39%0.72%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
OPPENHEIMER & CO INC 16160.01%0.02%0.02%Q4 2019Q3 202316
Aft, Forsyth & Sober, LLC 15151.16%4.99%20.78%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.04%Q2 2016Q4 201915
US BANCORP \DE\ 15150.00%0.00%0.00%Q3 2019Q1 202315
Stratos Wealth Partners, LTD. 710.00%0.01%0.03%Q4 2017Q3 202315
AVANTAX ADVISORY SERVICES, INC. 1050.01%0.01%0.02%Q4 2019Q3 202315
XML Financial, LLC 1410.08%0.11%0.18%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.47%0.52%0.59%Q2 2020Q3 202314
NewEdge Advisors, LLC 14140.01%0.04%0.07%Q2 2020Q3 202314
SIGNATUREFD, LLC 850.00%0.00%0.01%Q1 2019Q1 202313
NEXT Financial Group, Inc 13130.00%0.03%0.04%Q4 2018Q4 202113
LADENBURG THALMANN FINANCIAL SERVICES INC. 1030.00%0.01%0.02%Q3 2015Q4 201913
J.W. COLE ADVISORS, INC. 810.02%0.04%0.05%Q4 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.05%0.10%Q3 2020Q3 202313
Clear Creek Financial Management, LLC 1010.09%0.26%0.35%Q1 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1010.02%0.05%0.27%Q1 2017Q3 202213
Clarus Group, Inc. 12120.80%2.99%3.89%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.27%0.38%0.60%Q4 2020Q3 202312
ProVise Management Group, LLC 12120.07%0.47%0.67%Q2 2019Q1 202212
B. Riley Wealth Advisors, Inc. 1110.01%0.02%0.04%Q1 2020Q3 202312
Winslow, Evans & Crocker, Inc. 12120.00%0.07%0.12%Q1 2018Q4 202012
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
Oder Investment Management, LLC 12120.29%0.57%0.77%Q4 2020Q3 202312
AdvisorNet Financial, Inc 730.00%0.06%0.20%Q1 2019Q1 202210
PSI Advisors, LLC 910.01%0.04%0.20%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.05%0.09%Q1 2021Q3 202310
IHT Wealth Management, LLC 640.02%0.06%0.09%Q4 2018Q2 202110
Advisor Resource Council 10100.14%0.35%0.65%Q2 2021Q3 202310
Kestra Advisory Services, LLC 910.00%0.02%0.06%Q4 2020Q3 202310
Asset Dedication, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Moors & Cabot, Inc. 510.02%0.02%0.03%Q3 2018Q2 20228
OneDigital Investment Advisors LLC 880.01%0.06%0.17%Q1 2020Q4 20218
Lion Street Advisors, LLC 440.09%0.13%0.16%Q3 2021Q3 20238
Wealthcare Advisory Partners LLC 620.00%0.02%0.03%Q3 2017Q3 20198
Mutual Advisors, LLC 710.01%0.02%0.04%Q3 2019Q2 20238
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q3 2019Q4 20228
LINCOLN NATIONAL CORP 770.01%0.01%0.02%Q1 2022Q3 20237
Founders Financial Alliance, LLC 610.01%0.01%0.01%Q3 2020Q3 20237
WEDBUSH SECURITIES INC 770.01%0.13%0.40%Q2 2020Q4 20217
BROWN BROTHERS HARRIMAN & CO 770.00%0.00%0.00%Q1 2022Q3 20237
WealthShield Partners, LLC 310.00%0.21%0.55%Q3 2018Q1 20217
Atria Wealth Solutions, Inc. 770.03%0.05%0.07%Q1 2022Q3 20237
Baird Financial Group, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
FormulaFolio Investments, LLC 660.04%0.07%0.10%Q1 2019Q2 20206
Equitable Holdings, Inc. 410.00%0.02%0.06%Q4 2019Q3 20236
GPS Wealth Strategies Group, LLC 330.04%0.09%0.12%Q1 2022Q3 20236
Eudaimonia Partners, LLC 660.02%0.04%0.08%Q4 2019Q1 20216
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q2 2018Q3 20236
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q1 2018Q2 20196
Capital Analysts, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.02%0.02%0.02%Q4 2020Q1 20226
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2018Q3 20236
Beacon Capital Management, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2021Q3 20226
M&T BANK CORP 660.00%0.00%0.00%Q3 2019Q4 20206
MONECO Advisors, LLC 550.36%0.48%0.59%Q3 2022Q3 20235
WADDELL & ASSOCIATES, LLC 550.14%0.14%0.16%Q4 2019Q4 20205
NORTHERN TRUST CORP 550.00%0.00%0.00%Q2 2022Q2 20235
Prospera Financial Services Inc 410.01%0.01%0.03%Q1 2022Q3 20235
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.02%0.02%Q3 2020Q3 20215
Financial Services Advisory Inc 550.67%2.16%7.44%Q3 2022Q3 20235
Arkadios Wealth Advisors 440.09%0.10%0.11%Q4 2022Q3 20234
AE Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Fulcrum Equity Management 310.13%0.48%1.05%Q3 2020Q3 20234
Legacy Trust 440.07%0.08%0.08%Q4 2022Q3 20234
Strategic Asset Management, LLC 440.08%0.19%0.25%Q4 2021Q3 20224
Latitude Advisors, LLC 440.14%0.15%0.16%Q2 2021Q1 20224
First Heartland Consultants, Inc. 220.03%0.03%0.04%Q4 2020Q3 20234
MONEY CONCEPTS CAPITAL CORP 210.01%0.05%0.10%Q4 2020Q4 20224
Hilltop Holdings Inc. 220.17%0.24%0.31%Q1 2018Q1 20194
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2015Q1 20234
Belpointe Asset Management LLC 220.00%0.15%0.33%Q2 2019Q1 20234
WINTRUST INVESTMENTS LLC 220.03%0.04%0.04%Q3 2019Q3 20204
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
First Allied Advisory Services, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Empirical Finance, LLC 330.25%0.27%0.29%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.91%1.47%1.78%Q1 2023Q3 20233
Atria Investments, Inc 210.02%0.02%0.03%Q2 2019Q1 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BB&T SECURITIES, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
VisionPoint Advisory Group, LLC 210.01%0.05%0.07%Q4 2018Q2 20233
Valeo Financial Advisors, LLC 210.00%0.00%0.00%Q3 2018Q4 20193
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2020Q4 20213
Householder Group Estate & Retirement Specialist, LLC 110.03%0.04%0.04%Q3 2022Q3 20233
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q3 2015Q4 20163
FLOW TRADERS U.S. LLC 330.00%0.01%0.02%Q1 2021Q3 20213
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Veracity Capital LLC 330.18%0.26%0.32%Q1 2020Q3 20203
LIBERTY WEALTH MANAGEMENT LLC 220.09%0.10%0.10%Q4 2019Q1 20202
American Planning Services, Inc. 220.48%3.50%6.53%Q2 2023Q3 20232
Mariner, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
SteelPeak Wealth, LLC 220.02%0.04%0.05%Q1 2023Q2 20232
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Redhawk Wealth Advisors, Inc. 220.07%0.14%0.20%Q3 2020Q4 20202
SWS Partners 220.08%0.08%0.08%Q2 2023Q3 20232
Brookstone Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
PVG ASSET MANAGEMENT CORP 220.45%0.46%0.48%Q2 2019Q3 20192
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2020Q3 20202
Creative Planning 220.00%0.00%0.00%Q4 2015Q1 20162
Garden State Investment Advisory Services LLC 220.22%0.26%0.31%Q4 2022Q1 20232
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.01%0.01%Q2 2023Q3 20232
Insight Advisors, LLC/ PA 220.07%0.08%0.10%Q4 2022Q1 20232
Glassman Wealth Services 220.01%0.01%0.02%Q1 2016Q2 20162
KilterHowling LLC 224.94%4.95%4.97%Q4 2021Q1 20222
J2 Capital Management Inc 223.12%3.58%4.03%Q1 2022Q2 20222
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2018Q2 20212
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q2 20182
Snowden Capital Advisors LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Strategic Financial Concepts, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
CALTON & ASSOCIATES, INC. 220.55%0.67%0.78%Q2 2023Q3 20232
Realta Investment Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
CreativeOne Wealth, LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Regal Investment Advisors LLC 220.03%0.04%0.04%Q1 2022Q2 20222
SMITH, MOORE & CO. 220.20%0.21%0.21%Q1 2020Q2 20202
Stegent Equity Advisors, Inc. 220.60%1.42%2.23%Q4 2021Q1 20222
Allred Capital Management, LLC 220.18%0.30%0.43%Q4 2018Q1 20192
MAGNOLIA CAPITAL ADVISORS LLC 111.56%1.56%1.56%Q3 2023Q3 20231
Crabel Capital Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
ELEVATUS WELATH MANAGEMENT 110.64%0.64%0.64%Q3 2023Q3 20231
Halpern Financial, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TITLEIST CAPITAL, LLC 110.86%0.86%0.86%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Colonial Trust Co / SC 110.02%0.02%0.02%Q3 2023Q3 20231
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Wescott Financial Advisory Group, LLC 110.22%0.22%0.22%Q1 2021Q1 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Stephens Consulting, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
LWM Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q4 2016Q4 20161
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Oxbow Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.01%0.01%0.01%Q1 2019Q1 20191
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 111.91%1.91%1.91%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q4 2021Q4 20211
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2023Q2 20231
DecisionPoint Financial, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
Vienna Asset Management LLC 111.56%1.56%1.56%Q2 2022Q2 20221
Legacy Capital Group California, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.59%0.59%0.59%Q1 2022Q1 20221
Allworth Financial LP 110.00%0.00%0.00%Q3 2022Q3 20221
M Holdings Securities, Inc. 110.05%0.05%0.05%Q1 2019Q1 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
MOTCO 110.00%0.00%0.00%Q3 2022Q3 20221
Destination Wealth Management 110.01%0.01%0.01%Q2 2018Q2 20181
External links

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