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QDPL Institutional Ownership

Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
1W: -0.3% 1M: +0.2% 3M: +1.2% YTD: +9.0% 1Y: +10.8% 3Y: +72.2% 5Y: +70.5%
$46.23
+0.32 (+0.70%)
 
Weekly Expected Move ±1.4%
$45 $46 $46 $47 $48
ETF AMEX · AUM $1.7B

Institutional Ownership — QDPL

212
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
25
New Positions
101
Increased
70
Reduced
15
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (224 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 3,460,154 160M +140,819 +4.2% 16Q SEC ↗
2 BANK OF AMERICA CORP /DE 2,746,367 127M +147,469 +5.7% 9Q SEC ↗
3 MORGAN STANLEY 2,618,686 121M +84,587 +3.3% 10Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 1,449,779 67M +157,015 +12.1% 7Q SEC ↗
5 Stratos Wealth Partners, LTD. 1,073,470 50M +28,147 +2.7% 16Q SEC ↗
6 Advisory Resource Group 988,427 46M +10,819 +1.1% 20Q SEC ↗
7 Cambridge Investment Research Advisors 790,438 37M +12,653 +1.6% 19Q SEC ↗
8 ROYAL BANK OF CANADA 680,663 31M -347,437 -33.8% 12Q SEC ↗
9 MML INVESTORS SERVICES, LLC 562,152 26M +158,995 +39.4% 12Q SEC ↗
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 504,284 23M +87,020 +20.9% 10Q SEC ↗
11 WELLS FARGO & COMPANY/MN 496,010 23M +232,094 +87.9% 6Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 483,013 22M +17,362 +3.7% 13Q SEC ↗
13 OSAIC HOLDINGS, INC. 456,751 21M +26,116 +6.1% 20Q SEC ↗
14 Cetera Investment Advisers 371,287 17M +4,847 +1.3% 10Q SEC ↗
15 Prospera Financial Services Inc 350,355 16M +61,264 +21.2% 11Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 261,021 12M -25,684 -9.0% 15Q SEC ↗
17 Private Advisor Group, LLC 258,897 12M +205,136 +381.6% 12Q SEC ↗
18 Modern Wealth Management, LLC 226,587 10M +77,341 +51.8% 10Q SEC ↗
19 Onyx Bridge Wealth Group LLC 210,389 10M +31,657 +17.7% 6Q SEC ↗
20 Ausdal Financial Partners, Inc. 186,206 9M +83,197 +80.8% 5Q SEC ↗
21 TRUIST FINANCIAL CORP 171,733 8M +5,104 +3.1% 19Q SEC ↗
22 Kestra Advisory Services, LLC 164,456 8M +8,168 +5.2% 10Q SEC ↗
23 Gladstone Institutional Advisory LLC 152,649 7M +7,405 +5.1% 11Q SEC ↗
24 Janney Montgomery Scott LLC 150,899 7M +9,448 +6.7% 15Q SEC ↗
25 Steward Partners Investment Advisory, 148,538 7M +46,629 +45.8% 9Q SEC ↗
26 INDEPENDENT FINANCIAL GROUP, LLC 147,036 7M +17,408 +13.4% 7Q SEC ↗
27 Empire Financial Management Company, L 129,983 6M +2,523 +2.0% 14Q SEC ↗
28 BlackDiamond Wealth Management, LLC 127,615 6M +2,915 +2.3% 19Q SEC ↗
29 Stillwater Wealth Management Group 125,780 6M -8,600 -6.4% 3Q SEC ↗
30 Fearless Solutions, LLC dba Best Inves 109,679 5M +5,050 +4.8% 7Q SEC ↗
31 Cassady Wealth & Retirement Planning, 107,611 5M +10,754 +11.1% 3Q SEC ↗
32 Safe Harbor Fiduciary, LLC 104,689 5M +5,318 +5.4% 3Q SEC ↗
33 Rockefeller Capital Management L.P. 101,196 5M +3,183 +3.2% 4Q SEC ↗
34 Benchmark Financial Wealth Advisors, L 95,738 4M +29,241 +44.0% 7Q SEC ↗
35 SOUTHERN CAPITAL SERVICES INC /ADV 90,036 4M +1,568 +1.8% 3Q SEC ↗
36 Code Waechter LLC 86,848 4M +1,488 +1.7% 6Q SEC ↗
37 WEALTH ENHANCEMENT ADVISORY SERVICES, 79,367 4M +13,009 +19.6% 8Q SEC ↗
38 HARBOUR INVESTMENTS, INC. 78,748 4M +5,270 +7.2% 17Q SEC ↗
39 BENJAMIN EDWARDS INC 78,099 4M +1,579 +2.1% 5Q SEC ↗
40 Foundations Investment Advisors, LLC 76,817 4M +32,037 +71.5% 2Q SEC ↗
41 STIFEL FINANCIAL CORP 76,296 4M +3,917 +5.4% 10Q SEC ↗
42 CHANNEL WEALTH LLC 73,022 3M -4,073 -5.3% 11Q SEC ↗
43 Capital Asset Advisory Services LLC 69,985 3M -628 -0.9% 9Q SEC ↗
44 LEVEL FOUR ADVISORY SERVICES, LLC 69,484 3M +2,829 +4.2% 15Q SEC ↗
45 Lifestyle Asset Management, Inc. 69,389 3M +4,898 +7.6% 6Q SEC ↗
46 AXXCESS WEALTH MANAGEMENT, LLC NEW 69,331 3M — +0.0% 1Q SEC ↗
47 NewEdge Advisors, LLC 67,138 3M -2,628 -3.8% 15Q SEC ↗
48 Guardian Financial Partners, LLC 66,004 3M +1,903 +3.0% 10Q SEC ↗
49 WEST MICHIGAN ADVISORS, LLC 65,419 3M -2,053 -3.0% 18Q SEC ↗
50 Cooper Financial Group 63,538 3M +342 +0.5% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +232,094 +87.9% 496,010
Private Advisor Group, LLC +205,136 +381.6% 258,897
MML INVESTORS SERVICES, LLC +158,995 +39.4% 562,152
RAYMOND JAMES FINANCIAL INC +157,015 +12.1% 1,449,779
BANK OF AMERICA CORP /DE +147,469 +5.7% 2,746,367
LPL Financial LLC +140,819 +4.2% 3,460,154
NORTHWESTERN MUTUAL WEALTH MANAGEME +87,020 +20.9% 504,284
MORGAN STANLEY +84,587 +3.3% 2,618,686
Ausdal Financial Partners, Inc. +83,197 +80.8% 186,206
Modern Wealth Management, LLC +77,341 +51.8% 226,587
Prospera Financial Services Inc +61,264 +21.2% 350,355
Steward Partners Investment Advisor +46,629 +45.8% 148,538
Foundations Investment Advisors, LL +32,037 +71.5% 76,817
Onyx Bridge Wealth Group LLC +31,657 +17.7% 210,389
Benchmark Financial Wealth Advisors +29,241 +44.0% 95,738
Stratos Wealth Partners, LTD. +28,147 +2.7% 1,073,470
Ameritas Advisory Services, LLC +26,586 +250.5% 37,199
OSAIC HOLDINGS, INC. +26,116 +6.1% 456,751
Spinnaker Investment Group, LLC +23,746 +68.6% 58,374
D.A. DAVIDSON & CO. +23,715 +193.0% 36,004
Biggest Decreases (20)
HolderReducedChange %Total Shares
ROYAL BANK OF CANADA -347,437 -33.8% 680,663
MY Wealth Management Inc. -136,005 -80.2% 33,553
IFS Group,LLC -127,350 -95.4% 6,168
ENVESTNET ASSET MANAGEMENT INC -25,684 -9.0% 261,021
Farther Finance Advisors, LLC -25,424 -47.8% 27,766
Dakota Wealth Management -20,668 -35.3% 37,804
Sigma Planning Corp -19,275 -29.3% 46,463
CITIGROUP INC -19,047 -47.2% 21,306
Chicago Partners Investment Group L -15,293 -27.1% 41,095
Geneos Wealth Management Inc. -13,284 -17.6% 62,179
OLD MISSION CAPITAL LLC -13,174 -47.1% 14,815
Gateway Wealth Partners, LLC -8,784 -51.1% 8,406
Stillwater Wealth Management Group -8,600 -6.4% 125,780
Marshall & Sterling Wealth Advisors -8,355 -36.4% 14,583
Anson Capital, Inc. -8,164 -14.9% 46,697
Capital Investment Advisory Service -6,090 -8.9% 62,229
JPMORGAN CHASE & CO -5,744 -57.5% 4,244
CHANNEL WEALTH LLC -4,073 -5.3% 73,022
Tradition Wealth Management, LLC -3,720 -7.7% 44,803
Kovack Advisors, Inc. -3,309 -14.6% 19,426

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms