Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF termasuk Krilogy Financial LLC, Private Wealth Advisors, LLC, Awm Capital, Llc, OneAscent Financial Services LLC, Motiv8 Investments LLC, Western Wealth Management, LLC, Federation des caisses Desjardins du Quebec, SageView Advisory Group, LLC, Merkkuri Wealth Advisors LLC, Adirondack Trust Co, SHP Wealth Management, dan High Note Wealth, LLC .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Foster & Motley Inc | 376.935 | 1,08 | 12 | 10,00 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 23.910 | 37,61 | 746 | 50,10 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 474 | 0,85 | 15 | 7,69 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12.702 | 15,16 | 397 | 25,71 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 101 | 0 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 18.573 | 61,81 | 580 | 76,52 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 131 | 4 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 327 | 9 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 54.580 | 42,33 | 1.704 | 55,10 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 296 | 2,07 | 9 | 12,50 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10.170 | 27,89 | 318 | 39,65 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 6.935 | 217 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 163 | 715,00 | 5 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.380 | 575,93 | 137 | 655,56 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 7 | 0 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 213 | 1,43 | 7 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.331 | 0,13 | 260 | 9,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 26.518 | 4,20 | 828 | 13,60 | ||||
| 2026-05-05 | 13F | UBS Group AG | 478.187 | 10,99 | 14.929 | 20,98 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 43.642 | 9,93 | 1.363 | 19,79 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 130 | 4 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 2.466 | 0 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 24.869 | 99,83 | 776 | 117,98 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.223.466 | 0,79 | 38.197 | 9,87 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 231.330 | 8.041 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 15 | 0 | ||||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 6.974 | 218 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.255 | 70 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 168 | 10,53 | 5 | 25,00 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 16 | 0 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11.553 | 0,61 | 361 | 9,76 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 155 | 5 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 130 | 4 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5.559 | 8,26 | 174 | 17,69 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 348.582 | 12,36 | 10.883 | 22,49 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 397 | 1,79 | 13 | 9,09 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 663 | 21 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 90 | 100,00 | 3 | 100,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 293 | 0,34 | 9 | 12,50 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 21.746 | 1,28 | 679 | 10,42 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12.463 | 389 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.450 | 76 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 71 | 24,56 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 45.326 | 1.415 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 37.026 | 73,31 | 1.156 | 88,42 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 30.000 | 937 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 17.000 | 531 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 530 | 17 |
