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 24 institutions that hold shares in the stock, with a total of 1.13 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
548,441
shares
|
$17.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
142,824
shares
|
$4.61 Million
0.0% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
119,376
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
53,562
shares
|
$1.73 Million
0.1% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
49,248
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
34,131
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.1%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Apr 23, 2024 Q1 2024 |
25,848
shares
|
$834,631
0.41% of portfolio
|
Q1 2024
Reduced 29.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
25,546
shares
|
$824,880
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
22,161
shares
|
$715,578
0.01% of portfolio
|
Q2 2020
Added 81.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
19,853
shares
|
$641,053
0.0% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
11,263
shares
|
$363,682
0.0% of portfolio
|
Q1 2024
Reduced 40.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
10,992
shares
|
$354,931
0.0% of portfolio
|
Q1 2024
Added 50.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
10,742
shares
|
$346,859
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
10,102
shares
|
$326,193
0.0% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,031
shares
|
$291,610
0.0% of portfolio
|
Q1 2024
Added 696.38%
|
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
9,028
shares
|
$291,514
0.04% of portfolio
|
Q1 2024
Added 2.98%
|
|
|
Centric Wealth Management
|
May 01, 2024 Q1 2024 |
8,389
shares
|
$270,880
0.09% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
7,458
shares
|
$240,818
0.01% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
6,739
shares
|
$217,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
2,873
shares
|
$92,769
0.01% of portfolio
|
Q1 2024
Reduced 89.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,500
shares
|
$48,435
0.0% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,205
shares
|
$38,909
0.0% of portfolio
|
Q2 2023
Reduced 95.9%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
839
shares
|
$27,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|