| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| WELLS FARGO & COMPANY/MN | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
| LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
| JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
| UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
| Good Life Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
| Insight Advisors, LLC/ PA | 8 | 8 | 0.09% | 0.19% | 0.40% | Q1 2021 | Q4 2022 | 8 |
| CIBC Asset Management Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.06% | 0.12% | 0.30% | Q4 2021 | Q3 2023 | 8 |
| Prospera Financial Services Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
| Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
| Stratos Wealth Advisors, LLC | 6 | 6 | 0.15% | 0.35% | 0.52% | Q2 2022 | Q3 2023 | 6 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 6 |
| Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
| HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
| IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
| Cetera Investment Advisers | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
| ADIRONDACK TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
| Wealthcare Advisory Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
| EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
| Private Advisor Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| Old North State Trust, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
| KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
| NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| SL ADVISORS, LLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q3 2023 | Q3 2023 | 1 |
| Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
| Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own PACER FDS TR or have owned PACER FDS TR in the past.