PACER FDS TR shareholder history

Current and past PACER FDS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 16160.00%0.00%0.01%Q4 2019Q3 202316
WealthShield Partners, LLC 16160.10%1.37%3.73%Q4 2019Q3 202316
Cetera Advisor Networks LLC 16160.00%0.27%0.80%Q4 2019Q3 202316
Geneos Wealth Management Inc. 16160.00%0.08%0.23%Q4 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.01%0.03%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 16160.00%0.01%0.02%Q4 2019Q3 202316
Raymond James Financial Services Advisors, Inc. 16160.01%0.05%0.10%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.03%0.06%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.06%0.13%Q1 2020Q3 202315
Sound Financial Strategies Group, LLC 15150.01%15.16%32.15%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.15%0.45%0.80%Q4 2019Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.00%0.01%0.05%Q1 2020Q3 202315
IFP Advisors, Inc 14140.00%0.02%0.29%Q1 2020Q2 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.38%0.79%0.97%Q2 2020Q3 202314
LPL Financial LLC 14140.01%0.04%0.09%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 13130.00%0.03%0.06%Q3 2020Q3 202313
F3Logic, LLC 13130.13%4.65%9.64%Q4 2019Q4 202213
Cetera Advisors LLC 12120.02%0.05%0.11%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.05%0.10%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.02%0.09%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 12120.00%0.01%0.03%Q4 2020Q3 202312
Janney Montgomery Scott LLC 12120.00%0.01%0.02%Q1 2020Q4 202212
Citadel Advisors 1010.00%0.00%0.00%Q1 2020Q3 202312
PFG Advisors 12120.06%0.09%0.13%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.00%0.01%0.01%Q3 2020Q2 202312
Atria Investments, Inc 12120.02%0.28%0.68%Q4 2020Q3 202312
JANE STREET GROUP, LLC 930.00%0.00%0.01%Q1 2020Q3 202312
Stratos Wealth Partners, LTD. 12120.01%0.05%0.15%Q4 2020Q3 202312
Good Life Advisors, LLC 12120.07%0.17%0.27%Q3 2020Q2 202312
Capital Asset Advisory Services LLC 740.02%0.05%0.11%Q4 2020Q3 202311
Pacer Advisors, Inc. 920.04%0.09%0.15%Q4 2020Q3 202311
TRUIST FINANCIAL CORP 920.00%0.01%0.02%Q4 2020Q3 202311
Global Retirement Partners, LLC 740.00%0.00%0.01%Q4 2020Q3 202311
Sigma Planning Corp 1010.01%0.19%0.48%Q1 2020Q4 202211
LEVEL FOUR ADVISORY SERVICES, LLC 11110.02%0.14%0.25%Q2 2020Q4 202211
Newbridge Financial Services Group, Inc. 11110.00%0.02%0.04%Q3 2020Q1 202311
MORGAN STANLEY 11110.00%0.00%0.01%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 10100.03%3.98%10.36%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 820.00%0.00%0.00%Q1 2021Q3 202310
J.W. COLE ADVISORS, INC. 820.05%0.06%0.10%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.10%0.27%Q1 2021Q3 202310
IHT Wealth Management, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
Private Advisor Group, LLC 10100.00%0.10%0.22%Q4 2020Q1 202310
American Portfolios Advisors 10100.00%0.01%0.01%Q2 2020Q3 202210
Cetera Investment Advisers 10100.00%0.02%0.04%Q2 2021Q3 202310
Belpointe Asset Management LLC 10100.02%0.06%0.09%Q4 2020Q1 202310
NewEdge Advisors, LLC 990.00%0.03%0.06%Q3 2021Q3 20239
UBS Group AG 720.00%0.00%0.00%Q4 2019Q3 20239
WealthBridge Capital Management, LLC 990.09%0.21%0.42%Q3 2021Q3 20239
WEDBUSH SECURITIES INC 990.02%0.11%0.26%Q2 2021Q2 20239
B. Riley Wealth Advisors, Inc. 990.01%0.01%0.01%Q2 2021Q2 20239
WELLS FARGO & COMPANY/MN 990.00%0.00%0.00%Q3 2021Q3 20239
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.27%1.40%Q4 2021Q3 20238
Financial Advocates Investment Management 880.10%0.17%0.22%Q1 2021Q4 20228
FLOW TRADERS U.S. LLC 710.01%0.12%0.32%Q2 2021Q3 20238
LEAVELL INVESTMENT MANAGEMENT, INC. 880.02%0.03%0.05%Q4 2020Q3 20228
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 880.14%0.29%0.38%Q3 2020Q2 20228
Advisory Services Network, LLC 620.00%0.03%0.05%Q3 2020Q1 20238
Centric Wealth Management 880.14%0.31%0.47%Q4 2020Q3 20228
OARSMAN CAPITAL, INC. 770.22%1.46%1.87%Q4 2020Q2 20227
OLD MISSION CAPITAL LLC 410.01%0.05%0.15%Q2 2021Q2 20237
Aptus Capital Advisors, LLC 770.00%0.01%0.04%Q1 2022Q3 20237
360 Financial, Inc. 773.36%3.60%3.83%Q4 2020Q2 20227
Providence Capital Advisors, LLC 770.01%0.03%0.15%Q3 2020Q1 20227
SMITH, MOORE & CO. 770.12%0.44%0.67%Q2 2020Q4 20217
Clarus Group, Inc. 610.69%4.25%6.90%Q4 2020Q3 20237
FMR LLC 410.00%0.00%0.00%Q4 2020Q1 20237
Baird Financial Group, Inc. 770.00%0.01%0.01%Q1 2021Q3 20227
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.01%0.05%Q3 2021Q1 20237
WFA of San Diego, LLC 410.00%0.30%0.74%Q3 2021Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2020Q3 20236
Prostatis Group LLC 510.02%1.71%2.43%Q1 2021Q2 20236
Cardan Capital Partners, LLC 662.30%2.92%3.58%Q2 2020Q3 20216
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.13%0.23%0.34%Q2 2020Q3 20236
Patriot Financial Group Insurance Agency, LLC 660.01%0.84%1.51%Q1 2021Q2 20226
SFMG, LLC 660.16%0.22%0.29%Q4 2020Q1 20226
Greenwich Wealth Management LLC 660.02%0.04%0.05%Q3 2021Q4 20226
B. Riley Wealth Management, Inc. 660.03%0.38%0.88%Q4 2020Q1 20226
WT Wealth Management 660.63%1.34%1.64%Q4 2020Q1 20226
Aft, Forsyth & Sober, LLC 660.07%0.20%0.40%Q4 2020Q1 20226
Equitable Holdings, Inc. 420.00%0.01%0.01%Q1 2022Q3 20236
StoneX Group Inc. 660.09%0.10%0.12%Q3 2020Q4 20216
SCHMIDT P J INVESTMENT MANAGEMENT INC 660.10%0.16%0.25%Q1 2021Q2 20226
Core Wealth Advisors, Inc. 660.03%0.07%0.10%Q3 2020Q4 20216
Merit Financial Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
AE Wealth Management LLC 660.00%0.02%0.03%Q1 2021Q2 20226
Csenge Advisory Group 660.78%1.17%1.55%Q2 2022Q3 20236
Regal Investment Advisors LLC 410.04%0.05%0.06%Q4 2020Q1 20225
THOROUGHBRED FINANCIAL SERVICES, LLC 550.04%0.24%0.40%Q2 2021Q2 20225
FOUNDERS FINANCIAL SECURITIES LLC 550.09%0.24%0.43%Q3 2020Q3 20215
Veracity Capital LLC 550.22%1.73%2.94%Q4 2019Q4 20205
Brookstone Capital Management 550.01%0.05%0.13%Q4 2020Q4 20215
Keystone Financial Group 550.04%0.06%0.09%Q2 2021Q2 20225
Silverleafe Capital Partners, LLC 550.20%1.76%2.32%Q1 2021Q1 20225
RAYMOND JAMES TRUST N.A. 410.01%0.01%0.01%Q2 2021Q3 20225
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 440.18%0.24%0.30%Q2 2021Q1 20224
Qube Research & Technologies Ltd 440.00%0.00%0.00%Q3 2021Q2 20224
IronBridge Private Wealth, LLC 441.92%2.16%2.38%Q3 2021Q2 20224
Mutual Advisors, LLC 440.01%0.05%0.12%Q1 2021Q4 20214
MGO ONE SEVEN LLC 440.03%0.17%0.26%Q1 2021Q4 20214
Wealth Management Partners, LLC 440.52%0.56%0.61%Q3 2021Q2 20224
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
HBW ADVISORY SERVICES LLC 440.13%0.30%0.57%Q1 2022Q4 20224
MBL Wealth, LLC 210.27%1.95%2.80%Q4 2020Q1 20224
LEVEL FOUR FINANCIAL, LLC 440.09%0.12%0.18%Q4 2020Q3 20214
CoreCap Advisors, LLC 310.01%0.02%0.03%Q4 2021Q4 20224
Monument Capital Management 440.73%1.12%1.46%Q1 2021Q4 20214
Atria Wealth Solutions, Inc. 440.00%0.01%0.02%Q1 2022Q4 20224
Trinity Wealth Management, LLC 440.51%3.24%6.45%Q3 2021Q2 20224
InTrack Investment Management Inc 440.52%0.82%1.17%Q2 2021Q1 20224
Covestor Ltd 440.00%0.01%0.01%Q4 2021Q3 20224
D.A. DAVIDSON & CO. 440.15%0.16%0.17%Q2 2021Q1 20224
LaSalle St. Investment Advisors, LLC 440.58%0.62%0.64%Q4 2022Q3 20234
Tyler-Stone Wealth Management 440.01%0.01%0.02%Q4 2021Q3 20224
Intrepid Financial Planning Group LLC 440.20%0.27%0.30%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.01%0.02%0.03%Q2 2021Q1 20224
Cascadia Advisory Services, LLC 331.31%1.72%2.52%Q1 2021Q3 20213
EUDAIMONIA ADVISORS LLC 330.14%0.16%0.18%Q4 2021Q2 20223
Worth Asset Management, LLC 210.03%0.04%0.04%Q1 2022Q4 20223
GREAT VALLEY ADVISOR GROUP, INC. 330.01%0.01%0.02%Q2 2022Q4 20223
Advisor Resource Council 110.03%0.07%0.09%Q2 2021Q2 20223
Imprint Wealth LLC 330.50%0.53%0.57%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
ORG Partners LLC 330.11%0.27%0.42%Q1 2023Q3 20233
Cherry Creek Investment Advisors, Inc. 330.24%0.50%0.93%Q2 2021Q4 20213
Bridgeworth, LLC 330.06%0.06%0.07%Q3 2021Q1 20223
Gallagher Fiduciary Advisors, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 334.82%7.44%8.81%Q4 2021Q2 20223
LINCOLN NATIONAL CORP 330.01%0.02%0.02%Q2 2022Q4 20223
VERUS CAPITAL PARTNERS, LLC 330.07%0.07%0.08%Q1 2022Q3 20223
MACROVIEW INVESTMENT MANAGEMENT LLC 333.66%4.05%4.36%Q2 2021Q4 20213
Stegent Equity Advisors, Inc. 331.41%2.20%3.32%Q4 2021Q2 20223
Apollon Wealth Management, LLC 330.02%0.04%0.06%Q4 2021Q2 20223
Coppell Advisory Solutions LLC 210.01%0.02%0.03%Q4 2022Q3 20233
Wealthcare Advisory Partners LLC 210.00%0.01%0.01%Q1 2021Q4 20213
TAP Consulting, LLC 331.27%1.61%2.25%Q3 2021Q1 20223
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
Independent Wealth Network Inc. 220.18%0.18%0.19%Q3 2021Q4 20212
SANDERS MORRIS HARRIS LLC 220.04%0.04%0.04%Q3 2021Q4 20212
Kercheville Advisors, LLC 220.13%0.14%0.14%Q3 2021Q4 20212
Financial Gravity Asset Management, Inc. 110.04%0.04%0.05%Q4 2022Q2 20232
Community Financial Services Group, LLC 220.14%0.15%0.15%Q3 2021Q4 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Renaissance Technologies 110.00%0.00%0.00%Q3 2021Q1 20222
Hilltop Holdings Inc. 220.10%0.10%0.11%Q3 2020Q4 20202
RETIREMENT GUYS FORMULA LLC 220.45%2.08%3.72%Q4 2021Q1 20222
PRIVATE TRUST CO NA 220.01%0.05%0.08%Q2 2022Q3 20222
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q1 2021Q4 20222
ODonnell Financial Services, LLC 222.75%3.70%4.66%Q3 2021Q4 20212
WEST MICHIGAN ADVISORS, LLC 222.46%4.18%5.92%Q4 2021Q1 20222
Ballew Advisors, Inc 220.19%0.20%0.20%Q2 2021Q3 20212
Arkadios Wealth Advisors 220.35%0.39%0.43%Q2 2021Q3 20212
ASSETMARK, INC 110.00%0.00%0.00%Q3 2021Q1 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
MAGNOLIA CAPITAL ADVISORS LLC 221.01%1.88%2.74%Q4 2021Q1 20222
Latitude Advisors, LLC 220.06%0.07%0.09%Q4 2021Q1 20222
Investors Financial Group, LLC 220.53%0.54%0.54%Q1 2021Q2 20212
NEXT Financial Group, Inc 220.01%0.02%0.03%Q3 2021Q4 20212
Valley Brook Capital Group, Inc. 220.22%0.22%0.22%Q1 2022Q2 20222
Castleview Partners, LLC 110.81%1.03%1.24%Q2 2021Q4 20212
Avior Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
J2 Capital Management Inc 224.94%5.12%5.30%Q4 2021Q1 20222
55I, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Eldridge Investment Advisors, Inc. 220.10%0.15%0.20%Q2 2021Q3 20212
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
RETIREMENT CAPITAL STRATEGIES 111.33%1.33%1.33%Q4 2020Q4 20201
Valmark Advisers, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.13%0.13%0.13%Q4 2022Q4 20221
SeaCrest Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2022Q3 20221
Obsidian Personal Planning Solutions LLC 110.31%0.31%0.31%Q1 2023Q1 20231
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Retirement Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Whitaker-Myers Wealth Managers, LTD. 110.22%0.22%0.22%Q4 2022Q4 20221
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Simplicity Solutions, LLC 110.46%0.46%0.46%Q2 2021Q2 20211
Advisory Resource Group 111.18%1.18%1.18%Q3 2021Q3 20211
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q4 2021Q4 20211
Prospera Financial Services Inc 110.01%0.01%0.01%Q1 2022Q1 20221
SNS Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
M Holdings Securities, Inc. 110.39%0.39%0.39%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2022Q2 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Mariner, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Paragon Wealth Strategies, LLC 110.27%0.27%0.27%Q1 2022Q1 20221
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2021Q4 20211
Hayden Royal, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q1 2023Q1 20231
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
HighTower Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2021Q3 20211
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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