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Pacer US SC Cash COW GR Lead (CAFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Merit Financial Group, LLC
NEW
Shares336,310
Change+336,310
Value$10.6M
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares56,558 from 64,413
Change-7,855 (-12%)
Value$1.8M (-$322.4K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares37,221 from 37,261
Change-40 (0%)
Value$1.2M (-$93.4K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
DECREASED
Shares33,787 from 34,887
Change-1,100 (-3%)
Value$1.1M (-$121.0K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares30,378 from 38,324
Change-7,946 (-21%)
Value$957.7K (-$345.3K)
Filed 2026-10-13
LPL Financial LLC
NEW
Shares12,475
Change+12,475
Value$393.3K
Filed 2026-11-06
Sankala Group LLC
INCREASED
Shares12,343 from 11,685
Change+658 (+6%)
Value$390.4K (-$5.4K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
NEW
Shares9,767
Change+9,767
Value$308
Filed 2026-11-02
HighPoint Advisor Group LLC
NEW
Shares9,600
Change+9,600
Value$302.7K
Filed 2026-11-09
Davenport & Co LLC
DECREASED
Shares7,446 from 7,747
Change-301 (-4%)
Value$234.7K (-$28.7K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares1,030 from 1,029
Change+1 (+0%)
Value$32.5K (-$2.5K)
Filed 2026-10-29
Triumph Capital Management
DECREASED
Shares491 from 534
Change-43 (-8%)
Value$15.5K (-$2.7K)
Filed 2026-10-14
Mather Group, Llc.
DECREASED
Shares276 from 364
Change-88 (-24%)
Value$8.7K (-$3.7K)
Filed 2026-10-14
Farther Finance Advisors, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$3.2K (-$247)
Filed 2026-10-08
Harbour Investments, Inc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$2.9K (-$225)
Filed 2026-11-09
IFP Advisors, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$63 (-$5)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,545
Change-1,545 (-100%)
Value$0 (-$52.4K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$12.8K)
Filed 2026-10-20
HighTower Advisors, LLC
N/A
Shares— from 72,833
Change-72,833 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,087
Change-14,087 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,069
Change-8,069 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 715
Change-715 (-100%)
Value—
Status
Merit Financial Group, LLC
NEW336,310—+336,310——$10.6M—2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED56,55864,413-7,855-12%$2.2M$1.8M-$322.4K2026-10-13
Commonwealth Equity Services, LLC
DECREASED37,22137,261-400%$1.3M$1.2M-$93.4K2026-11-02
Connecticut Capital Management Group, LLC
DECREASED33,78734,887-1,100-3%$1.2M$1.1M-$121.0K2026-10-29
Independent Financial Group, LLC
DECREASED30,37838,324-7,946-21%$1.3M$957.7K-$345.3K2026-10-13
LPL Financial LLC
NEW12,475—+12,475——$393.3K—2026-11-06
Sankala Group LLC
INCREASED12,34311,685+658+6%$395.8K$390.4K-$5.4K2026-11-09
Cambridge Investment Research Advisors, Inc.
NEW9,767—+9,767——$308—2026-11-02
HighPoint Advisor Group LLC
NEW9,600—+9,600——$302.7K—2026-11-09
Davenport & Co LLC
DECREASED7,4467,747-301-4%$263.4K$234.7K-$28.7K2026-10-14
Signature Equity Partners, LLC
INCREASED1,0301,029+1+0%$35.0K$32.5K-$2.5K2026-10-29
Triumph Capital Management
DECREASED491534-43-8%$18.2K$15.5K-$2.7K2026-10-14
Mather Group, Llc.
DECREASED276364-88-24%$12.4K$8.7K-$3.7K2026-10-14
Farther Finance Advisors, LLC
UNCHANGED10110100%$3.4K$3.2K-$2472026-10-08
Harbour Investments, Inc.
UNCHANGED919100%$3.1K$2.9K-$2252026-11-09
IFP Advisors, Inc
UNCHANGED2200%$68$63-$52026-10-16
International Assets Investment Management, LLC
CLOSED01,545-1,545-100%$52.4K$0-$52.4K2026-11-02
Robinswood Financial LLC
CLOSED0376-376-100%$12.8K$0-$12.8K2026-10-20
HighTower Advisors, LLC
N/A—72,833-72,833-100%$2.5M———
Captrust Financial Advisors
N/A—14,087-14,087-100%$479.0K———
Capital Analysts, LLC
N/A—8,069-8,069-100%$275.0K———
Osaic Holdings, Inc.
N/A—3,538-3,538-100%$120.3K———
Morgan Stanley
N/A—715-715-100%$24.3K———
Showing 23 of 23 institutions