BUL Institutional Ownership
Pacer US Cash Cows Growth ETF
1W: -0.8%
1M: -4.8%
3M: +1.5%
YTD: +9.9%
1Y: +15.6%
3Y: +71.4%
5Y: +58.7%
$61.04
-0.12 (-0.19%)
Weekly Expected Move ±1.9%
$59
$60
$61
$62
$63
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BUL
57
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
87M
Total Invested
5
New Positions
17
Increased
18
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (62 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 325,768 | $20M | +16,743 | +5.4% | 20Q | SEC ↗ |
| 2 | LPL Financial LLC | 262,743 | $16M | -13,479 | -4.9% | 14Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 92,229 | $6M | -3,520 | -3.7% | 7Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 88,972 | $5M | -26,645 | -23.0% | 11Q | SEC ↗ |
| 5 | Oxbow Advisors, LLC | 70,670 | $4M | +9,123 | +14.8% | 3Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 68,331 | $4M | +29,726 | +77.0% | 3Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 68,075 | $4M | +5,043 | +8.0% | 15Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 56,472 | $3M | +31,768 | +128.6% | 21Q | SEC ↗ |
| 9 | WBI INVESTMENTS, LLC | 39,052 | $2M | +1,220 | +3.2% | 6Q | SEC ↗ |
| 10 | MILLINGTON SECURITIES, LLC NEW | 37,832 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 36,964 | $2M | -4,027 | -9.8% | 10Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 35,230 | $2M | +6,372 | +22.1% | 7Q | SEC ↗ |
| 13 | NORTHBRIDGE FINANCIAL GROUP, LLC | 32,739 | $2M | -4,147 | -11.2% | 3Q | SEC ↗ |
| 14 | BNB Wealth Management, LLC | 31,952 | $2M | -30,564 | -48.9% | 3Q | SEC ↗ |
| 15 | Modern Wealth Management, LLC | 30,766 | $2M | -38,656 | -55.7% | 11Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 26,428 | $2M | +442 | +1.7% | 16Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 25,750 | $2M | +5,847 | +29.4% | 7Q | SEC ↗ |
| 18 | Bleakley Financial Group, LLC NEW | 23,454 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 22,059 | $1M | -4,077 | -15.6% | 10Q | SEC ↗ |
| 20 | DAVENPORT & Co LLC | 20,124 | $1M | -45,471 | -69.3% | 9Q | SEC ↗ |
| 21 | Maridea Wealth Management LLC | 16,853 | $1M | +1,435 | +9.3% | 4Q | SEC ↗ |
| 22 | IHT Wealth Management, LLC | 14,731 | $899K | +8,299 | +129.0% | 2Q | SEC ↗ |
| 23 | Sankala Group LLC | 14,516 | $886K | +5,284 | +57.2% | 3Q | SEC ↗ |
| 24 | Gladstone Institutional Advisory LLC | 9,890 | $604K | +1,008 | +11.3% | 5Q | SEC ↗ |
| 25 | THOROUGHBRED FINANCIAL SERVICES, LLC | 8,855 | $541K | +628 | +7.6% | 3Q | SEC ↗ |
| 26 | KINGSWOOD WEALTH ADVISORS, LLC | 8,806 | $538K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Savvy Advisors, Inc. | 6,749 | $412K | -193 | -2.8% | 6Q | SEC ↗ |
| 28 | Capital Analysts, LLC | 6,497 | $397K | — | +0.0% | 4Q | SEC ↗ |
| 29 | Integrated Wealth Concepts LLC | 6,270 | $383K | +1,134 | +22.1% | 2Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 5,638 | $344K | -845 | -13.0% | 15Q | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 5,017 | $306K | +2,378 | +90.1% | 4Q | SEC ↗ |
| 32 | INDEPENDENT FINANCIAL GROUP, LLC | 4,515 | $276K | -250 | -5.2% | 12Q | SEC ↗ |
| 33 | PFG Advisors | 4,086 | $249K | -212 | -4.9% | 6Q | SEC ↗ |
| 34 | HighPoint Advisor Group LLC | 3,857 | $235K | -1,039 | -21.2% | 3Q | SEC ↗ |
| 35 | BlackRock, Inc. | 983 | $60K | — | +0.0% | 7Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 764 | $47K | — | +0.0% | 3Q | SEC ↗ |
| 37 | FIFTH THIRD BANCORP | 700 | $43K | — | +0.0% | 2Q | SEC ↗ |
| 38 | FMR LLC | 576 | $35K | — | +0.0% | 5Q | SEC ↗ |
| 39 | Ameritas Advisory Services, LLC NEW | 517 | $32K | — | +0.0% | 1Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 484 | $30K | -262 | -35.1% | 4Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 445 | $27K | — | +0.0% | 7Q | SEC ↗ |
| 42 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 324 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 43 | IFP Advisors, Inc | 314 | $19K | — | +0.0% | 5Q | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 217 | $13K | — | +0.0% | 4Q | SEC ↗ |
| 45 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 206 | $13K | — | +0.0% | 3Q | SEC ↗ |
| 46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 153 | $9K | — | +0.0% | 15Q | SEC ↗ |
| 47 | ASSETMARK, INC | 136 | $8K | — | +0.0% | 9Q | SEC ↗ |
| 48 | Geneos Wealth Management Inc. | 100 | $6K | — | +0.0% | 16Q | SEC ↗ |
| 49 | UBS Group AG NEW | 86 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 50 | AE Wealth Management LLC | 47 | $3K | +39 | +487.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| MILLINGTON SECURITIES, LLC | 37,832 | $2M |
| Bleakley Financial Group, LLC | 23,454 | $1M |
| Ameritas Advisory Services, LLC | 517 | $32K |
| COMPASS FINANCIAL MANAGEMENT LLC | 324 | $20K |
| UBS Group AG | 86 | $5K |
| Farther Finance Advisors, LLC | 4 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,256 | $870K |
| CITADEL ADVISORS LLC | 10,852 | $662K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,931 | $362K |
| CreativeOne Wealth, LLC | 3,724 | $227K |
| Innovative Asset Advisors Group, LL | 268 | $16K |
| Advisory Services Network, LLC | 153 | $9K |
| FLAGSHIP HARBOR ADVISORS, LLC | 136 | $8K |
| MORGAN STANLEY | 1 | $0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +31,768 | +128.6% | 56,472 |
| GOLDMAN SACHS GROUP INC | +29,726 | +77.0% | 68,331 |
| Pacer Advisors, Inc. | +16,743 | +5.4% | 325,768 |
| Oxbow Advisors, LLC | +9,123 | +14.8% | 70,670 |
| IHT Wealth Management, LLC | +8,299 | +129.0% | 14,731 |
| HARBOUR INVESTMENTS, INC. | +6,372 | +22.1% | 35,230 |
| Kestra Advisory Services, LLC | +5,847 | +29.4% | 25,750 |
| Sankala Group LLC | +5,284 | +57.2% | 14,516 |
| MML INVESTORS SERVICES, LLC | +5,043 | +8.0% | 68,075 |
| Rockefeller Capital Management L.P. | +2,378 | +90.1% | 5,017 |
| Maridea Wealth Management LLC | +1,435 | +9.3% | 16,853 |
| WBI INVESTMENTS, LLC | +1,220 | +3.2% | 39,052 |
| Integrated Wealth Concepts LLC | +1,134 | +22.1% | 6,270 |
| Gladstone Institutional Advisory LL | +1,008 | +11.3% | 9,890 |
| THOROUGHBRED FINANCIAL SERVICES, LL | +628 | +7.6% | 8,855 |
| HighTower Advisors, LLC | +442 | +1.7% | 26,428 |
| AE Wealth Management LLC | +39 | +487.5% | 47 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DAVENPORT & Co LLC | -45,471 | -69.3% | 20,124 |
| Modern Wealth Management, LLC | -38,656 | -55.7% | 30,766 |
| BNB Wealth Management, LLC | -30,564 | -48.9% | 31,952 |
| ENVESTNET ASSET MANAGEMENT INC | -26,645 | -23.0% | 88,972 |
| LPL Financial LLC | -13,479 | -4.9% | 262,743 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | -4,147 | -11.2% | 32,739 |
| Cetera Investment Advisers | -4,077 | -15.6% | 22,059 |
| Cambridge Investment Research Advis | -4,027 | -9.8% | 36,964 |
| RAYMOND JAMES FINANCIAL INC | -3,520 | -3.7% | 92,229 |
| HighPoint Advisor Group LLC | -1,039 | -21.2% | 3,857 |
| COMMONWEALTH EQUITY SERVICES, LLC | -845 | -13.0% | 5,638 |
| ROYAL BANK OF CANADA | -262 | -35.1% | 484 |
| INDEPENDENT FINANCIAL GROUP, LLC | -250 | -5.2% | 4,515 |
| PFG Advisors | -212 | -4.9% | 4,086 |
| Savvy Advisors, Inc. | -193 | -2.8% | 6,749 |