Institutional Ownership Pacer Fds Tr Trendpilot Fd Fds (TRND)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Fd Fds (TRND). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
527,920
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
161,880
shares
|
$5.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
52,104
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 31.01%
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
48,618
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
45,066
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
26,876
shares
|
$910,827
0.0% of portfolio
|
Q3 2024
Added 4.19%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
22,161
shares
|
$751,036
0.01% of portfolio
|
Q2 2020
Added 81.87%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,201
shares
|
$650,721
0.0% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,206
shares
|
$549,221
0.0% of portfolio
|
Q3 2024
Reduced 36.81%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,706
shares
|
$396,716
0.0% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
11,355
shares
|
$384,820
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,749
shares
|
$364,283
0.02% of portfolio
|
Q3 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,572
shares
|
$324,395
0.0% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,028
shares
|
$305,958
0.04% of portfolio
|
Q1 2024
Added 2.98%
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
8,389
shares
|
$284,303
0.07% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,771
shares
|
$263,359
0.01% of portfolio
|
Q2 2024
Added 4.2%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,315
shares
|
$247,905
0.03% of portfolio
|
Q3 2024
Added 4650.0%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
7,188
shares
|
$243,601
0.11% of portfolio
|
Q3 2024
Reduced 67.6%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,166
shares
|
$242,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$50,835
0.0% of portfolio
|
Q1 2024
Added 36.36%
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,105
shares
|
$37,448
0.0% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14
shares
|
$474
0.0% of portfolio
|
Q3 2024
Reduced 95.61%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|