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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,080
shares
|
$376,682
0.11% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,046
shares
|
$374,160
0.03% of portfolio
|
Q2 2025
Reduced 89.89%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,893
shares
|
$362,815
0.01% of portfolio
|
Q2 2025
Reduced 61.5%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
4,550
shares
|
$337,382
0.28% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,519
shares
|
$335,083
0.03% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,338
shares
|
$321,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
4,155
shares
|
$308,093
0.27% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
3,991
shares
|
$295,932
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,927
shares
|
$291,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
3,818
shares
|
$283,104
0.11% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
3,559
shares
|
$263,899
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
3,484
shares
|
$258,338
0.07% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
3,452
shares
|
$255,965
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,408
shares
|
$252,703
0.0% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,375
shares
|
$250,256
0.25% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,358
shares
|
$248,995
0.0% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,317
shares
|
$245,955
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
3,256
shares
|
$241,432
0.05% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,166
shares
|
$234,758
0.06% of portfolio
|
Q2 2025
Reduced 49.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,049
shares
|
$226,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
3,041
shares
|
$225,490
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,040
shares
|
$225,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
3,000
shares
|
$222,450
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,000
shares
|
$222,450
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,971
shares
|
$220,299
0.25% of portfolio
|
Q3 2022
Added 4.98%
|