Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF meliputi Carter Financial Group, INC., IronOak Wealth LLC., Tripletail Wealth Management, LLC, Cliftonlarsonallen Wealth Advisors, Llc, Arete Wealth Advisors, LLC, Carnegie Lake Advisors LLC, Evergreen Capital Management Llc, Intrua Financial, LLC, Brass Tax Wealth Management, Inc, Sofos Investments, Inc., Skopos Labs, Inc., Harbor Asset Planning, Inc., Sierra Ocean, Llc, Mount Yale Investment Advisors, LLC, Trust Co Of Toledo Na /oh/, Whittier Trust Co Of Nevada Inc, Financial Gravity Companies, Inc., Strategic Wealth Partners, Ltd., Quest 10 Wealth Builders, Inc., dan NewSquare Capital LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Claro Advisors LLC | 44,845 | 6.98 | 1,785 | 13.55 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,117 | 44 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 184 | 80.39 | 7 | 133.33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 69,480 | 11.80 | 2,766 | 18.71 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12,623 | 503 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 28,854 | 1,149 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,547 | 10.03 | 62 | 17.31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 470,649 | 3.52 | 18,739 | 9.91 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 11,907 | 2.77 | 474 | 9.22 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,238 | 1.59 | 288 | 7.49 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,972 | 2.35 | 716 | 8.66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 770 | 34 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,038 | 41 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 19,834 | 1.17 | 790 | 7.35 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 15,939 | 0.03 | 635 | 6.20 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 104,810 | 5.38 | 4,173 | 11.91 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 74,595 | 11.48 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 367,020 | 6.21 | 14,613 | 12.76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,342 | 40.65 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,742 | 109 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 7,027 | 4.90 | 280 | 11.16 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 11,795 | 2.85 | 470 | 9.07 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 203,461 | 303.44 | 8,101 | 328.34 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 123 | 5 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 345,389 | 51.30 | 13,752 | 60.64 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 48,950 | 3.90 | 1,949 | 10.31 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,822 | 23,416.67 | 112 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41,672 | 31.93 | 1,659 | 40.12 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7 | 16.67 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 17,941 | 6.70 | 714 | 13.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47,690 | 68.04 | 1,899 | 78.38 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 67,367 | 2.42 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 335 | 13 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 5,389 | 215 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 63,531 | 8.34 | 2,382 | -7.89 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 324 | 0.31 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 71,899 | 10.28 | 2,863 | 17.10 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11,274 | 0.88 | 449 | 6.92 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,564 | 0.34 | 540 | 6.72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 171 | 42.50 | 7 | 50.00 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 274,184 | 33.93 | 10,917 | 42.19 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 123 | 5 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,500 | 60 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 315 | 13 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37,124 | 292.31 | 1,478 | 255.29 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 181,056 | 16.24 | 7,209 | 23.40 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 5,213 | 208 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,259 | 116.42 | 209 | 129.67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,817 | 4.23 | 311 | 10.68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 87,873 | 8.61 | 3,499 | 15.33 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 30,406 | 14.19 | 1,211 | 21.24 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8,875 | 0 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 77,630 | 6.36 | 3,091 | 12.94 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,217 | 100.27 | 447 | 112.38 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 35,006 | 17.21 | 1,396 | 22.67 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12,501 | 39.55 | 498 | 48.36 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12,442 | 495 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 50,004 | 0.25 | 1,991 | 6.42 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5,902 | 0.91 | 235 | 6.85 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150,000 | 5,972 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,084 | 10.00 | 242 | 16.91 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,300 | 410 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 585 | 23 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,992 | 34.35 | 119 | 43.37 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6,774 | 270 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26,944 | 1,073 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 62,215 | 1.01 | 2,333 | -13.91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 300 | 12 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 5,934 | 236 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 52,854 | 935.95 | 2,104 | 741.60 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 39,321 | 0.82 | 1,566 | 7.05 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16,871 | 41.70 | 672 | 50.45 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 235,217 | 4.38 | 9,365 | 10.83 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6,612 | 25.51 | 263 | 33.50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 61,853 | 12.52 | 2,463 | 19.46 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,265 | 210 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 42,233 | 0.25 | 1,681 | 6.46 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14,236 | 0.04 | 1 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 11,620 | 1.36 | 463 | 7.69 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 437,631 | 5.49 | 17,424 | 12.00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 8 | -87.72 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 487,551 | 9.02 | 19 | 18.75 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 72,146 | 3.96 | 2,872 | 10.38 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13,869 | 15.46 | 552 | 22.67 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5,815 | 232 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 50 | 2 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 22,444 | 11.38 | 894 | 18.28 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5,335 | 212 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,621 | 264 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 397,740 | 11.36 | 15,836 | 18.24 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,565 | 102 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 11,679 | 0.32 | 465 | 6.42 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 11,306 | 19.04 | 450 | 26.40 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 169,385 | 55.98 | 6,744 | 65.62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,715 | 347 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 150 | 212.50 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7,245 | 288 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 52,699 | 1.73 | 2,098 | 8.03 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 58,332 | 2.48 | 2,322 | 8.81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 600 | 867.74 | 24 | 1,050.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35,110 | 132.96 | 1,398 | 147.26 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 250 | 9 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 59,005 | 10.38 | 2,349 | 17.22 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19,277 | 15.13 | 768 | 22.33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 121 | 0.83 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21,490 | 33.79 | 856 | 42.03 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5,375 | 214 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 66,750 | 42.29 | 2,658 | 51.05 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 107,810 | 4.26 | 4,457 | 22.25 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,650 | 22.31 | 66 | 30.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 510 | 20 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,663 | 385 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 8,333 | 9.37 | 332 | 16.14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20,395 | 17.06 | 812 | 24.35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,293 | 16.08 | 330 | 23.60 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 43,715 | 25.24 | 1,741 | 33.03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 219 | 9 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 48,951 | 137.21 | 2 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126,983 | 12.00 | 5,056 | 18.91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287,380 | 96.75 | 11,442 | 108.91 | ||||
| 2025-06-30 | NP | HERD - Pacer Cash Cows Fund of Funds ETF | 447,577 | 7.88 | 15,956 | -12.80 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 16,100 | 65.98 | 641 | 76.58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,277 | 0.10 | 290 | 6.25 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 13,440 | 3.11 | 535 | 9.63 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7,337 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 95,129 | 28.45 | 3,788 | 36.37 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5,633 | 2.46 | 224 | 8.74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 542 | 22 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 22,244 | 1.04 | 921 | 11.64 | ||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 110,384 | 13.28 | 4,395 | 20.25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 37,124 | 60.84 | 1,478 | 70.87 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 108,762 | 2.27 | 4,387 | 15.36 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 961 | 0.10 | 38 | 5.56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,836 | 11.36 | 511 | 18.56 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,542 | 133 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,082 | 1,161.82 | 0 | |||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12,510 | 505 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 97,124 | 3,867 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5,323 | 212 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 63,753 | 2.64 | 2,538 | 8.97 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 819,326 | 5.50 | 32,621 | 12.01 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11,011 | 438 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 483 | 19 |
