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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,956
shares
|
$219,187
0.01% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,754
shares
|
$204,209
0.01% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,588
shares
|
$191,900
0.1% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,522
shares
|
$187,006
0.0% of portfolio
|
Q1 2025
Added 494.81%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,465
shares
|
$182,779
0.02% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,165
shares
|
$160,534
0.01% of portfolio
|
Q1 2025
Added 108150.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,672
shares
|
$123,978
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,550
shares
|
$114,932
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,526
shares
|
$113,152
0.0% of portfolio
|
Q1 2025
Reduced 24.68%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$103,810
0.09% of portfolio
|
Q1 2025
Added 21.74%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$74,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
953
shares
|
$70,664
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
925
shares
|
$68,588
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
871
shares
|
$64,584
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
858
shares
|
$63,620
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
841
shares
|
$62,360
0.0% of portfolio
|
Q1 2025
Added 52.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
811
shares
|
$60,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
746
shares
|
$55,315
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
600
shares
|
$44,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
595
shares
|
$44,119
0.01% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
492
shares
|
$36,481
0.0% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
452
shares
|
$33,515
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
130
shares
|
$9,639
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
80
shares
|
$5,932
0.0% of portfolio
|
Q1 2025
Reduced 98.59%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
47
shares
|
$3,485
0.0% of portfolio
|
Q2 2025
New holding
|