Institutional Ownership Pacer Fds Tr Trendpliot 100 Et (PTNQ)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpliot 100 Et (PTNQ). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $817 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,422,612
shares
|
$103 Million
0.04% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,240,117
shares
|
$89.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,169,491
shares
|
$84.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
817,745
shares
|
$59.2 Million
0.02% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
662,725
shares
|
$47.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
498,963
shares
|
$36.1 Million
0.07% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
477,822
shares
|
$34.6 Million
0.05% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
422,624
shares
|
$30.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,575
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
259,501
shares
|
$18.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
219,653
shares
|
$15.9 Million
6.87% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
198,962
shares
|
$14.4 Million
0.09% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
195,623
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
188,355
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
180,961
shares
|
$13.1 Million
1.0% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
179,441
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
151,954
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
134,809
shares
|
$9.75 Million
0.09% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
131,087
shares
|
$9.48 Million
8.96% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
128,787
shares
|
$9.32 Million
0.32% of portfolio
|
Q1 2025
Reduced 30.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
121,076
shares
|
$8.76 Million
0.38% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
107,640
shares
|
$7.79 Million
0.19% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
89,733
shares
|
$6.49 Million
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
84,772
shares
|
$6.13 Million
0.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
79,967
shares
|
$5.78 Million
0.06% of portfolio
|
Q1 2025
Added 1.59%
|