FLRT Institutional Ownership
Pacer Aristotle Pacific Floating Rate High Income ETF
1W: -0.1%
1M: -0.4%
3M: -0.5%
YTD: -0.5%
1Y: -0.8%
3Y: +17.4%
5Y: +27.2%
$46.50
+0.02 (+0.04%)
Weekly Expected Move ±0.3%
$46
$46
$46
$47
$47
Overview
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Holdings
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Institutional Ownership — FLRT
130
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
394M
Total Invested
18
New Positions
57
Increased
50
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (139 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,605,404 | $75M | -206,196 | -11.4% | 16Q | SEC ↗ |
| 2 | Foundations Investment Advisors, LLC | 616,236 | $29M | +24,391 | +4.1% | 14Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 339,797 | $16M | +1,236 | +0.4% | 10Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 310,576 | $14M | +39,395 | +14.5% | 19Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 279,083 | $13M | +34,119 | +13.9% | 7Q | SEC ↗ |
| 6 | TRUIST FINANCIAL CORP | 255,652 | $12M | +29,491 | +13.0% | 3Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 241,724 | $11M | -9,952 | -4.0% | 17Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 233,417 | $11M | +26,515 | +12.8% | 11Q | SEC ↗ |
| 9 | Systelligence, LLC | 218,247 | $10M | -6,858 | -3.0% | 6Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 205,727 | $10M | -11,925 | -5.5% | 18Q | SEC ↗ |
| 11 | Goldstone Financial Group, LLC | 185,560 | $9M | +116,054 | +167.0% | 2Q | SEC ↗ |
| 12 | Western Wealth Management, LLC | 180,380 | $8M | +27,623 | +18.1% | 3Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 174,418 | $8M | -17,388 | -9.1% | 18Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 171,791 | $8M | +28,356 | +19.8% | 5Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 166,294 | $8M | +25,845 | +18.4% | 15Q | SEC ↗ |
| 16 | Sidoxia Capital Management, LLC | 151,885 | $7M | +33,017 | +27.8% | 2Q | SEC ↗ |
| 17 | ASSETMARK, INC | 143,995 | $7M | -2,150 | -1.5% | 9Q | SEC ↗ |
| 18 | VERUS CAPITAL PARTNERS, LLC | 135,498 | $6M | +118,520 | +698.1% | 3Q | SEC ↗ |
| 19 | Commonwealth Financial Services, LLC NEW | 113,890 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | 109,314 | $5M | +4,284 | +4.1% | 10Q | SEC ↗ |
| 21 | WINEBRENNER CAPITAL MANAGEMENT LLC | 104,130 | $5M | -14,594 | -12.3% | 7Q | SEC ↗ |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | 102,151 | $5M | -101,232 | -49.8% | 14Q | SEC ↗ |
| 23 | Strategic Blueprint, LLC | 96,539 | $4M | -5,172 | -5.1% | 8Q | SEC ↗ |
| 24 | Waycross Investment Management Co | 89,818 | $4M | -165 | -0.2% | 3Q | SEC ↗ |
| 25 | Sigma Planning Corp | 81,681 | $4M | -20,382 | -20.0% | 10Q | SEC ↗ |
| 26 | Independence Asset Advisors, LLC | 77,211 | $4M | +7,672 | +11.0% | 8Q | SEC ↗ |
| 27 | Client First Investment Management LLC NEW | 75,741 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 75,203 | $3M | +619 | +0.8% | 11Q | SEC ↗ |
| 29 | J.W. COLE ADVISORS, INC. NEW | 71,902 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | SILVER OAK SECURITIES, INCORPORATED | 69,879 | $3M | +15,471 | +28.4% | 3Q | SEC ↗ |
| 31 | Independent Wealth Network Inc. | 64,947 | $3M | -3,216 | -4.7% | 10Q | SEC ↗ |
| 32 | Sanctuary Advisors, LLC | 61,140 | $3M | +5,190 | +9.3% | 5Q | SEC ↗ |
| 33 | Colonial River Investments, LLC NEW | 55,638 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 34 | PSI Advisors, LLC | 55,383 | $3M | -6,564 | -10.6% | 4Q | SEC ↗ |
| 35 | KESTRA PRIVATE WEALTH SERVICES, LLC | 54,018 | $3M | +2,395 | +4.6% | 9Q | SEC ↗ |
| 36 | WealthPlan Investment Management, LLC | 53,240 | $2M | +671 | +1.3% | 2Q | SEC ↗ |
| 37 | Camarda Financial Advisors, LLC | 53,082 | $2M | +36,682 | +223.7% | 12Q | SEC ↗ |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 51,879 | $2M | +21,665 | +71.7% | 3Q | SEC ↗ |
| 39 | Stewardship Advisors, LLC | 45,154 | $2M | -62,641 | -58.1% | 10Q | SEC ↗ |
| 40 | CAMPBELL CAPITAL MANAGEMENT INC NEW | 44,139 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 43,484 | $2M | +42,315 | +3619.8% | 10Q | SEC ↗ |
| 42 | Moors & Cabot, Inc. | 43,447 | $2M | +4,965 | +12.9% | 16Q | SEC ↗ |
| 43 | Ausdal Financial Partners, Inc. | 40,700 | $2M | -867 | -2.1% | 4Q | SEC ↗ |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 36,419 | $2M | -1,310 | -3.5% | 7Q | SEC ↗ |
| 45 | Crestwood Advisors Group, LLC | 35,679 | $2M | +2,684 | +8.1% | 4Q | SEC ↗ |
| 46 | Fifth Third Securities, Inc. | 33,205 | $2M | +12,310 | +58.9% | 9Q | SEC ↗ |
| 47 | CENTAURUS FINANCIAL, INC. | 33,074 | $2M | -1,174 | -3.4% | 11Q | SEC ↗ |
| 48 | Legacy Wealth Managment, LLC/ID | 32,386 | $2M | -981 | -2.9% | 8Q | SEC ↗ |
| 49 | HBW ADVISORY SERVICES LLC | 32,090 | $1M | +5,770 | +21.9% | 8Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 31,523 | $1M | -9,777 | -23.7% | 19Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Commonwealth Financial Services, LL | 113,890 | $5M |
| Client First Investment Management | 75,741 | $4M |
| J.W. COLE ADVISORS, INC. | 71,902 | $3M |
| Colonial River Investments, LLC | 55,638 | $3M |
| CAMPBELL CAPITAL MANAGEMENT INC | 44,139 | $2M |
| Clear Creek Financial Management, L | 30,926 | $1M |
| CAPTRUST FINANCIAL ADVISORS | 24,504 | $1M |
| Price Capital Management, Inc. | 13,000 | $604K |
| LANGLEY WEALTH MANAGEMENT, LLC | 11,093 | $516K |
| Altium Investment Strategies LLC | 10,743 | $500K |
| IFG Advisory, LLC | 6,801 | $316K |
| COMPASS FINANCIAL MANAGEMENT LLC | 6,446 | $300K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 5,150 | $239K |
| Kovack Advisors, Inc. | 4,666 | $217K |
| Ameritas Advisory Services, LLC | 3,190 | $148K |
| Integrated Wealth Concepts LLC | 2,400 | $112K |
| MERCER GLOBAL ADVISORS INC /ADV | 254 | $12K |
| MORGAN STANLEY | 197 | $9K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | 64,424 | $3M |
| JANE STREET GROUP, LLC | 58,898 | $3M |
| Belpointe Asset Management LLC | 38,894 | $2M |
| CITADEL ADVISORS LLC | 36,939 | $2M |
| WealthPLAN Partners, LLC | 31,464 | $1M |
| HighTower Advisors, LLC | 16,783 | $780K |
| Mariner, LLC | 8,785 | $409K |
| Compound Planning, Inc. | 7,621 | $354K |
| Octavia Wealth Advisors, LLC | 4,672 | $217K |
| Global Assets Advisory, LLC | 4,599 | $214K |
| HALBERT HARGROVE GLOBAL ADVISORS, L | 2,500 | $116K |
| NBC SECURITIES, INC. | 408 | $19K |
| UBS Group AG | 127 | $6K |
| PNC FINANCIAL SERVICES GROUP, INC. | 92 | $4K |
| Essential Partners LLC | 54 | $3K |
| AE Wealth Management LLC | 6 | $0K |