PACER FDS TR shareholder history

Current and past PACER FDS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q4 2020Q2 202415
OSAIC HOLDINGS, INC. 14140.00%0.04%0.08%Q1 2021Q2 202414
LPL Financial LLC 12120.00%0.00%0.01%Q3 2021Q2 202412
Cambridge Investment Research Advisors, Inc. 11110.00%0.01%0.02%Q4 2021Q2 202411
Centric Wealth Management 11110.08%0.14%0.22%Q4 2021Q2 202411
Brookstone Capital Management 11110.01%0.12%0.23%Q4 2021Q2 202411
Cetera Advisor Networks LLC 11110.00%0.02%0.03%Q2 2021Q4 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
MARIPAU WEALTH MANAGEMENT LLC 11119.56%11.68%13.58%Q4 2021Q2 202411
RETIREMENT GUYS FORMULA LLC 11110.30%5.44%8.38%Q4 2021Q2 202411
Advisory Services Network, LLC 11110.02%0.05%0.07%Q4 2021Q2 202411
Chicago Partners Investment Group LLC 11110.02%0.09%0.13%Q4 2021Q2 202411
Aspire Wealth Management Corp 11110.02%0.04%0.14%Q4 2021Q2 202411
Truadvice, LLC 11110.51%4.00%6.11%Q1 2021Q3 202311
Cetera Investment Advisers 10100.00%0.06%0.12%Q4 2021Q1 202410
MML INVESTORS SERVICES, LLC 10100.06%0.07%0.08%Q1 2022Q2 202410
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.01%Q1 2022Q2 202410
Sigma Planning Corp 540.03%0.11%0.19%Q3 2021Q2 20249
Cetera Advisors LLC 880.01%0.03%0.06%Q1 2022Q4 20238
AVANTAX ADVISORY SERVICES, INC. 770.00%0.01%0.02%Q4 2022Q2 20247
Csenge Advisory Group 770.02%0.03%0.03%Q3 2022Q1 20247
Trust Co 770.00%0.00%0.00%Q1 2022Q3 20237
OLD MISSION CAPITAL LLC 310.01%0.01%0.02%Q1 2021Q2 20247
Orion Portfolio Solutions, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Atria Investments, Inc 660.06%0.17%0.22%Q1 2023Q2 20246
Independent Wealth Network Inc. 550.33%0.65%0.91%Q2 2023Q2 20245
Citadel Advisors 210.00%0.00%0.00%Q3 2021Q3 20235
Allworth Financial LP 550.11%0.17%0.25%Q2 2023Q2 20245
American Portfolios Advisors 550.00%0.01%0.03%Q3 2021Q3 20225
Realta Investment Advisors 550.06%0.07%0.09%Q2 2023Q2 20245
Kestra Advisory Services, LLC 320.00%0.06%0.10%Q3 2022Q2 20245
KESTRA PRIVATE WEALTH SERVICES, LLC 320.02%0.02%0.03%Q1 2023Q2 20245
HighTower Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Ergawealth Advisors, Inc. 440.48%0.70%0.87%Q3 2023Q2 20244
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
UBS Group AG 210.00%0.00%0.00%Q1 2022Q2 20244
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q3 2022Q2 20244
IFP Advisors, Inc 440.00%0.01%0.02%Q1 2022Q4 20224
ODonnell Financial Services, LLC 442.41%3.87%8.07%Q3 2023Q2 20244
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2021Q2 20244
B. Riley Wealth Advisors, Inc. 210.01%0.01%0.01%Q3 2023Q2 20243
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q1 2023Q2 20243
Patriot Financial Group Insurance Agency, LLC 210.00%0.08%0.14%Q2 2022Q2 20243
Core Wealth Advisors, Inc. 330.06%0.36%0.89%Q4 2023Q2 20243
Diligent Investors, LLC 330.12%0.14%0.16%Q4 2023Q2 20243
Signal Advisors Wealth, LLC 333.81%5.97%9.11%Q4 2023Q2 20243
LINCOLN NATIONAL CORP 220.00%0.01%0.01%Q4 2023Q1 20242
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q2 20242
Creekmur Asset Management LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Belpointe Asset Management LLC 220.30%0.30%0.31%Q1 2024Q2 20242
Financial Strategies Group, Inc. 222.91%2.96%3.02%Q1 2024Q2 20242
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Coordinated Financial Services, Inc./CO 220.21%0.22%0.23%Q1 2024Q2 20242
HARBOUR INVESTMENTS, INC. 220.00%0.01%0.01%Q1 2024Q2 20242
New Century Financial Group, LLC 224.25%5.05%5.86%Q4 2023Q1 20242
Atomi Financial Group, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Spire Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
Cedar Brook Financial Partners, LLC 220.21%0.24%0.26%Q4 2023Q1 20242
Latitude Advisors, LLC 220.10%0.14%0.18%Q4 2021Q1 20222
Triumph Capital Management 110.10%0.11%0.13%Q1 2022Q1 20242
JANE STREET GROUP, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Glen Eagle Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.04%0.05%0.05%Q1 2024Q2 20242
Financial Advocates Investment Management 110.07%0.07%0.07%Q2 2021Q2 20211
Financial Architects, Inc 110.36%0.36%0.36%Q2 2023Q2 20231
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Network Wealth Advisors LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Allen Mooney & Barnes Investment Advisors LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Clear Point Advisors Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
HARTLINE INVESTMENT CORP/ 110.05%0.05%0.05%Q1 2024Q1 20241
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
SILVER OAK SECURITIES, INCORPORATED 110.05%0.05%0.05%Q1 2024Q1 20241
CoreCap Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Lion Street Advisors, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
External links

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