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 152 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 $843 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,516,605
shares
|
$112 Million
0.04% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,189,468
shares
|
$88.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,098,718
shares
|
$81.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
804,067
shares
|
$59.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
633,628
shares
|
$47 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
477,822
shares
|
$35.4 Million
0.05% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
427,015
shares
|
$31.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
422,624
shares
|
$31.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,575
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
270,924
shares
|
$20.1 Million
0.11% of portfolio
|
Q2 2025
Added 36.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
257,071
shares
|
$19.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
219,653
shares
|
$16.3 Million
6.87% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
187,798
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
183,469
shares
|
$13.6 Million
0.33% of portfolio
|
Q2 2025
Added 42.46%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
180,961
shares
|
$13.4 Million
1.0% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
179,441
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
156,854
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
149,890
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 76.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
144,276
shares
|
$10.7 Million
0.08% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
136,285
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
131,087
shares
|
$9.72 Million
8.96% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
122,128
shares
|
$9.06 Million
0.35% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
107,640
shares
|
$7.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
90,295
shares
|
$6.7 Million
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
82,344
shares
|
$6.11 Million
0.01% of portfolio
|
Q2 2025
Added 7.87%
|