Institutional Ownership Pacer Fds Tr Cash Cows Fd Fds (HERD)
This table provides information about the institutional ownership of Pacer Fds Tr Cash Cows Fd Fds (HERD). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.75 Million shares, which have been reported (via 13F filing form) to have a value of $70 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
256,106
shares
|
$10.2 Million
2.41% of portfolio
|
Q2 2024
Reduced 15.48%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
199,069
shares
|
$7.94 Million
0.0% of portfolio
|
Q2 2024
Added 16.8%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
187,962
shares
|
$7.49 Million
0.0% of portfolio
|
Q2 2024
Added 17.59%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
162,004
shares
|
$6.46 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
158,065
shares
|
$6.3 Million
0.01% of portfolio
|
Q2 2024
Added 9.8%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
135,268
shares
|
$5.39 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
107,384
shares
|
$4.28 Million
0.47% of portfolio
|
Q2 2024
Reduced 37.43%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
97,100
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2024
Added 3.97%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
61,939
shares
|
$2.47 Million
0.25% of portfolio
|
Q2 2024
Added 272.45%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
60,312
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2024
Added 14.52%
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
47,270
shares
|
$1.88 Million
0.53% of portfolio
|
Q2 2024
Added 25.27%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
38,709
shares
|
$1.54 Million
0.14% of portfolio
|
Q2 2024
Added 39.53%
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
35,643
shares
|
$1.42 Million
0.89% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
32,411
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.19%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
21,933
shares
|
$874,468
0.01% of portfolio
|
Q2 2024
New holding
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
21,300
shares
|
$849,231
0.39% of portfolio
|
Q2 2024
Reduced 44.62%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
19,109
shares
|
$761,875
0.01% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
19,090
shares
|
$761,118
0.01% of portfolio
|
Q2 2024
Added 30.02%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
14,086
shares
|
$561,608
0.01% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
10,473
shares
|
$417,558
0.01% of portfolio
|
Q2 2024
Reduced 10.69%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
9,675
shares
|
$385,742
0.0% of portfolio
|
Q2 2024
Added 38.67%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
8,352
shares
|
$332,994
0.02% of portfolio
|
Q2 2024
New holding
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
8,057
shares
|
$321,232
0.03% of portfolio
|
Q2 2024
Added 54.38%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
6,900
shares
|
$275,103
0.02% of portfolio
|
Q1 2024
Added 9.52%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
6,741
shares
|
$268,763
0.04% of portfolio
|
Q2 2024
Added 27.82%
|