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Pacer US Cash Cows Growth (BUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
DECREASED
Shares38,458 from 39,052
Change-594 (-2%)
Value$2.3M (+$42.8K)
Filed 2026-11-05
BNB Wealth Management, LLC
INCREASED
Shares38,126 from 31,952
Change+6,174 (+19%)
Value$2.3M (+$441.1K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares33,775 from 36,964
Change-3,189 (-9%)
Value$2.1K (-$2.2M)
Filed 2026-11-02
Northbridge Financial Group, LLC
DECREASED
Shares31,058 from 32,739
Change-1,681 (-5%)
Value$1.9M (-$22.0K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares28,687 from 25,750
Change+2,937 (+11%)
Value$1.7M (+$231.2K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares19,353
Change+19,353
Value$1.2K
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares14,540 from 20,124
Change-5,584 (-28%)
Value$886.7K (-$299.8K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares8,806 from 8,806
Change0 (0%)
Value$537.0K (+$17.8K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares6,528 from 314
Change+6,214 (+1979%)
Value$398.1K (+$379.6K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares5,332 from 5,638
Change-306 (-5%)
Value$325.1K (-$7.3K)
Filed 2026-11-02
PFG Advisors
UNCHANGED
Shares4,086 from 4,086
Change0 (0%)
Value$249.2K (+$8.3K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares3,891 from 4,515
Change-624 (-14%)
Value$237.3K (-$28.9K)
Filed 2026-10-13
Fifth Third Bancorp
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$42.7K (+$1.4K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares400
Change+400
Value$24.4K
Filed 2026-10-27
Compass Financial Management LLC
INCREASED
Shares336 from 324
Change+12 (+4%)
Value$20.5K (+$1.4K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$9.3K (+$309)
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$8.3K (+$275)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$244 (+$8)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$12.2K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$591)
Filed 2026-10-13
Pacer Advisors, Inc.
N/A
Shares— from 325,768
Change-325,768 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 262,743
Change-262,743 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 92,229
Change-92,229 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 88,972
Change-88,972 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 70,670
Change-70,670 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 68,331
Change-68,331 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 68,075
Change-68,075 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,472
Change-56,472 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 35,230
Change-35,230 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 30,766
Change-30,766 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,428
Change-26,428 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 23,454
Change-23,454 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,059
Change-22,059 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 16,853
Change-16,853 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,731
Change-14,731 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 14,516
Change-14,516 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,890
Change-9,890 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,749
Change-6,749 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 983
Change-983 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 764
Change-764 (-100%)
Value—
FMR LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 484
Change-484 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 86
Change-86 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
WBI Investments, LLC
DECREASED38,45839,052-594-2%$2.3M$2.3M+$42.8K2026-11-05
BNB Wealth Management, LLC
INCREASED38,12631,952+6,174+19%$1.9M$2.3M+$441.1K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED33,77536,964-3,189-9%$2.2M$2.1K-$2.2M2026-11-02
Northbridge Financial Group, LLC
DECREASED31,05832,739-1,681-5%$1.9M$1.9M-$22.0K2026-11-05
Kestra Advisory Services, LLC
INCREASED28,68725,750+2,937+11%$1.5M$1.7M+$231.2K2026-11-02
Thrivent Financial for Lutherans
NEW19,353—+19,353——$1.2K—2026-11-05
Davenport & Co LLC
DECREASED14,54020,124-5,584-28%$1.2M$886.7K-$299.8K2026-10-14
Kingswood Wealth Advisors, LLC
UNCHANGED8,8068,80600%$519.2K$537.0K+$17.8K2026-10-23
IFP Advisors, Inc
INCREASED6,528314+6,214+1979%$18.5K$398.1K+$379.6K2026-10-16
Commonwealth Equity Services, LLC
DECREASED5,3325,638-306-5%$332.4K$325.1K-$7.3K2026-11-02
PFG Advisors
UNCHANGED4,0864,08600%$240.9K$249.2K+$8.3K2026-10-16
Independent Financial Group, LLC
DECREASED3,8914,515-624-14%$266.2K$237.3K-$28.9K2026-10-13
Fifth Third Bancorp
UNCHANGED70070000%$41.3K$42.7K+$1.4K2026-11-05
Latitude Advisors, LLC
NEW400—+400——$24.4K—2026-10-27
Compass Financial Management LLC
INCREASED336324+12+4%$19.1K$20.5K+$1.4K2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED15315300%$9.0K$9.3K+$3092026-10-29
Assetmark, Inc
UNCHANGED13613600%$8.0K$8.3K+$2752026-10-21
Farther Finance Advisors, LLC
UNCHANGED4400%$236$244+$82026-10-08
International Assets Investment Management, LLC
CLOSED0206-206-100%$12.2K$0-$12.2K2026-11-02
Founders Capital Management
CLOSED010-10-100%$591$0-$5912026-10-13
Pacer Advisors, Inc.
N/A—325,768-325,768-100%$19.2M———
LPL Financial LLC
N/A—262,743-262,743-100%$15.5M———
Raymond James Financial Inc
N/A—92,229-92,229-100%$5.4M———
Envestnet Asset Management Inc
N/A—88,972-88,972-100%$5.2M———
Oxbow Advisors, LLC
N/A—70,670-70,670-100%$4.2M———
Goldman Sachs Group Inc
N/A—68,331-68,331-100%$4.0M———
MML Investors Services, LLC
N/A—68,075-68,075-100%$4.0M———
Osaic Holdings, Inc.
N/A—56,472-56,472-100%$3.3M———
Harbour Investments, Inc.
N/A—35,230-35,230-100%$2.1M———
Modern Wealth Management, LLC
N/A—30,766-30,766-100%$1.8M———
HighTower Advisors, LLC
N/A—26,428-26,428-100%$1.6M———
Bleakley Financial Group, LLC
N/A—23,454-23,454-100%$1.4M———
Cetera Investment Advisers
N/A—22,059-22,059-100%$1.3M———
Maridea Wealth Management LLC
N/A—16,853-16,853-100%$993.7K———
IHT Wealth Management, LLC
N/A—14,731-14,731-100%$868.5K———
Sankala Group LLC
N/A—14,516-14,516-100%$931.1K———
Gladstone Institutional Advisory LLC
N/A—9,890-9,890-100%$583.1K———
Thoroughbred Financial Services, LLC
N/A—8,855-8,855-100%$522.0K———
Savvy Advisors, Inc.
N/A—6,749-6,749-100%$397.9K———
Capital Analysts, LLC
N/A—6,497-6,497-100%$369.0K———
Integrated Wealth Concepts LLC
N/A—6,270-6,270-100%$369.7K———
Rockefeller Capital Management L.P.
N/A—5,017-5,017-100%$295.8K———
HighPoint Advisor Group LLC
N/A—3,857-3,857-100%$227.4K———
BlackRock, Inc.
N/A—983-983-100%$58.0K———
Northwestern Mutual Wealth Management Co
N/A—764-764-100%$45.0K———
FMR LLC
N/A—576-576-100%$34.0K———
Ameritas Advisory Services, LLC
N/A—517-517-100%$30.5K———
Royal Bank of Canada
N/A—484-484-100%$29.0K———
Steward Partners Investment Advisory, LLC
N/A—445-445-100%$26.2K———
Russell Investments Group, Ltd.
N/A—217-217-100%$12.8K———
Geneos Wealth Management Inc.
N/A—100-100-100%$5.9K———
UBS Group AG
N/A—86-86-100%$5.1K———
BFC Planning, Inc.
N/A—75-75-100%$4.4K———
AE Wealth Management LLC
N/A—47-47-100%$2.8K———
Wells Fargo & Company
N/A—1-1-100%$32———
Dogwood Wealth Management LLC
N/A—00—$19———
Showing 56 of 56 institutions