Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Pacer Funds Trust - Pacer Aristotle Pacific Floating Rate High Income ETF, omfatter Sidoxia Capital Management, LLC, Goldstone Financial Group, LLC, WealthPlan Investment Management, LLC, Commerce Advisors, LLC, Holistic Planning, LLC, Mariner, LLC, OxenFree Capital LLC, SHP Wealth Management, Purus Wealth Management, LLC, Burke & Herbert Bank & Trust Co, Janney Montgomery Scott LLC, og Blueline Advisors Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 43.841 | 12,54 | 2.030 | 10,57 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 9.776 | 113,64 | 453 | 110,23 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 38.482 | 26,57 | 1.782 | 24,35 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 24.808 | 80,00 | 1.149 | 76,89 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 226.161 | 97,58 | 10.474 | 94,12 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 32.995 | 20,75 | 1.528 | 18,65 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 10.526 | 7,48 | 487 | 5,64 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 58.898 | 2.728 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12.306 | 570 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 55.950 | 44,44 | 2.591 | 41,97 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 74.584 | 1,19 | 3.454 | -0,60 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 41.567 | 26,09 | 1.925 | 23,89 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 36.939 | 1.711 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 16.882 | 13,77 | 782 | 11,73 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 19.722 | 27,48 | 913 | 25,24 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.838 | 729,82 | 131 | 718,75 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 30.214 | 66,87 | 1.399 | 64,01 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 225.105 | 272,65 | 10.425 | 266,14 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.000 | 46 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 143.435 | 23,18 | 6.630 | 20,79 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 15.493 | 0,05 | 716 | -1,92 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 40.027 | 17,09 | 1.887 | 188.500,00 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12.063 | 17,75 | 560 | 15,70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 338.561 | 7,10 | 15.679 | 5,22 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 16.400 | 0,79 | 759 | -0,91 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 16.653 | 32,69 | 771 | 30,46 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 152.757 | 458,08 | 7.074 | 448,37 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 8.012 | 373 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 10.725 | 74,93 | 497 | 72,22 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 64.424 | 2.983 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 7.032 | 13,20 | 326 | 11,30 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 28.556 | 1,51 | 1.322 | -0,23 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 24.835 | 1.150 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26.308 | 67,46 | 1.218 | 64,59 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 | 0 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 34.248 | 1,02 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 8.785 | 407 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 206.902 | 29,94 | 9.582 | 27,66 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 69.506 | 3.219 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 251.676 | 6,11 | 11.655 | 4,26 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 26.320 | 35,68 | 1.219 | 33,26 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 118.868 | 5.505 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 2 | 0 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 13.167 | 176,50 | 610 | 171,88 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 6.500 | 16,07 | 301 | 14,45 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 20.895 | 15,56 | 968 | 13,50 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 54.408 | 42,69 | 2.520 | 40,26 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 417 | 0,97 | 19 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 15.437 | 6,96 | 715 | 5,00 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 5.302 | 246 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.811.600 | 17,11 | 83.895 | 15,06 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 52.569 | 2.434 | ||||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 5.239 | 243 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 16.570 | 4,45 | 767 | 2,68 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 51.623 | 13,48 | 2.391 | 11,47 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4.799 | 0 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 146.145 | 0,37 | 6.768 | -1,38 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 54 | 3 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 33.367 | 19,70 | 1.545 | 17,67 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 5.603 | 260 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 25.760 | 12,71 | 1.193 | 10,68 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 61.947 | 14,37 | 2.869 | 12,34 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 203.383 | 36,22 | 9.419 | 33,84 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 24.452 | 1,66 | 1.132 | -0,09 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 23.070 | 0,72 | 1.075 | -0,92 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 105.030 | 8,54 | 4.864 | 6,62 |
