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Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

Pacer Trendpilot 100 ETF logo
$78.05 -0.59 (-0.75%)
Closing price 03:59 PM Eastern
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$78.10 +0.05 (+0.06%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot 100 ETF (NASDAQ:PTNQ)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$182.95M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$55.41M
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PTNQ Institutional Buying and Selling by Quarter

Pacer Trendpilot 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Nova Wealth Management Inc.1,892$147K0.1%-63.1%0.011%
10/2/2025 Capital Asset Advisory Services LLC4,395$341K0.0%-41.0%0.025%
9/4/2025Osaic Holdings Inc.175,193$12.50M0.0%-7.0%1.013%
8/28/2025Stark Wealth Management LLC4,350$310K0.4%N/A0.025%
8/27/2025Orion Porfolio Solutions LLC12,906$921K0.0%+15.3%0.075%
8/18/2025Geneos Wealth Management Inc.183,469$13.09M0.3%+42.5%1.061%
8/15/2025Equitable Holdings Inc.53,917$3.85M0.0%-32.6%0.312%
8/15/2025Orion Porfolio Solutions LLC12,906$921K0.0%+15.3%0.075%
8/15/2025MML Investors Services LLC44,892$3.20M0.0%-21.1%0.259%
8/15/2025IHT Wealth Management LLC2,956$211K0.0%-11.1%0.017%
8/15/2025Bank of America Corp DE1,098,718$78.42M0.0%-6.1%6.351%
8/15/2025Ameriprise Financial Inc.22,338$1.59M0.0%-7.0%0.129%
8/14/2025Vienna Asset Management LLC68,465$4.89M3.4%+28.9%0.396%
8/14/2025Camarda Financial Advisors LLC7,701$550K0.2%+14.6%0.045%
8/14/2025Jane Street Group LLC9,421$672K0.0%N/A0.054%
8/14/2025Raymond James Financial Inc.804,067$57.39M0.0%-1.7%4.648%
8/14/2025Napa Wealth Management26,017$1.86M0.9%N/A0.150%
8/14/2025NewEdge Advisors LLC149,890$10.70M0.1%+76.8%0.866%
8/13/2025Proactive Wealth Strategies LLC19,802$1.41M0.7%-6.7%0.114%
8/13/2025JBR Co Financial Management Inc21,571$1.54M0.8%-19.1%0.125%
8/13/2025Level Four Advisory Services LLC122,128$8.72M0.3%+0.9%0.706%
8/13/2025Northwestern Mutual Wealth Management Co.811$58K0.0%N/A0.005%
8/12/2025J.W. Cole Advisors Inc.18,676$1.33M0.0%+0.8%0.108%
8/12/2025Steward Partners Investment Advisory LLC144,276$10.30M0.1%+7.0%0.834%
8/12/2025Insigneo Advisory Services LLC4,519$323K0.0%-8.1%0.026%
8/12/2025CreativeOne Wealth LLC18,391$1.31M0.0%-17.6%0.106%
8/12/2025JPMorgan Chase & Co.378$27K0.0%-55.1%0.002%
8/12/2025PKS Advisory Services LLC12,162$868K0.2%+3.1%0.070%
8/11/2025Western Wealth Management LLC37,729$2.69M0.2%-14.3%0.218%
8/8/2025Rockefeller Capital Management L.P.90,295$6.44M0.0%+0.6%0.522%
8/8/2025Avantax Advisory Services Inc.270,924$19.34M0.1%+36.2%1.566%
8/8/2025Thoroughbred Financial Services LLC5,046$360K0.0%-89.9%0.029%
8/8/2025Cetera Investment Advisers427,015$30.48M0.1%-14.4%2.468%
8/8/2025Foundations Investment Advisors LLC4,893$349K0.0%-61.5%0.028%
8/7/2025PFG Advisors18,841$1.35M0.0%-2.1%0.109%
8/6/2025Prospera Financial Services Inc55,913$4.00M0.1%-20.9%0.323%
8/6/2025Mascagni Wealth Management Inc.4,550$325K0.3%-72.7%0.026%
8/5/2025Bank of Montreal Can600$43K0.0%N/A0.003%
8/4/2025Integrity Alliance LLC.11,062$789K0.0%-18.5%0.064%
8/4/2025Creative Financial Designs Inc. ADV180,961$12.92M0.9%+11.2%1.046%
8/1/2025Envestnet Asset Management Inc.79,069$5.64M0.0%-16.2%0.454%
7/31/2025Stegent Equity Advisors Inc.3,375$241K0.2%-14.9%0.019%
7/30/2025Strategic Blueprint LLC6,182$441K0.0%+28.0%0.036%
7/30/2025Gimbal Financial38,461$2.75M1.7%-27.0%0.221%
7/29/2025ODonnell Financial Services LLC219,653$15.68M6.0%+2.3%1.259%
7/29/2025Stephens Inc. AR79,800$5.70M0.1%-5.7%0.457%
7/29/2025Stratos Wealth Partners LTD.19,743$1.41M0.0%+0.8%0.113%
7/28/2025Harbour Investments Inc.13,933$994K0.0%+3.2%0.080%
7/28/2025Axxcess Wealth Management LLC7,555$539K0.0%-28.8%0.043%
7/25/2025Atria Wealth Solutions Inc.107,640$7.68M0.2%-17.0%0.617%
7/25/2025Concurrent Investment Advisors LLC28,551$2.04M0.0%-4.9%0.164%
7/24/2025Cyndeo Wealth Partners LLC3,559$254K0.0%N/A0.020%
7/24/2025IFP Advisors Inc5,818$415K0.0%+27.9%0.033%
7/23/2025Clear Creek Financial Management LLC12,169$869K0.1%-60.2%0.070%
7/23/2025Tyche Wealth Partners LLC3,256$232K0.0%-19.4%0.019%
7/22/2025DAVENPORT & Co LLC8,344$596K0.0%+2.1%0.048%
7/22/2025MBL Wealth LLC47,385$3.38M0.3%N/A0.272%
7/21/2025Ameriflex Group Inc.2,588$183K0.1%-33.6%0.015%
7/21/2025New Century Financial Group LLC3,452$246K0.3%N/A0.020%
7/21/2025Ameritas Advisory Services LLC40,088$2.86M0.1%-13.5%0.230%
7/21/2025FSA Wealth Partners Inc.22,791$1.63M0.8%+0.9%0.131%
7/18/2025Trust Co. of Vermont925$66K0.0%N/A0.005%
7/18/2025Truist Financial Corp50,074$3.57M0.0%-10.8%0.286%
7/17/2025XML Financial LLC10,724$765K0.1%-15.6%0.061%
7/17/2025Janney Montgomery Scott LLC27,656$1.97M0.0%+6.9%0.158%
7/17/2025Tempus Wealth Planning LLC3,166$226K0.1%-49.6%0.018%
7/15/2025EWG Elevate Inc.9,933$709K0.2%+4.2%0.057%
7/14/2025Golden State Equity Partners8,308$593K0.1%N/A0.047%
7/14/2025MY Wealth Management Inc.131,087$9.36M9.0%N/A0.749%
7/10/2025Wealth Enhancement Advisory Services LLC13,845$996K0.0%-71.3%0.079%
7/10/2025Financial Management Network Inc.38,442$2.77M0.5%-5.8%0.219%
7/7/2025 Capital Asset Advisory Services LLC7,455$527K0.0%-29.8%0.042%
7/7/2025Nova Wealth Management Inc.5,133$366K0.3%-85.5%0.029%
7/2/2025HBW Advisory Services LLC3,317$237K0.0%N/A0.018%
5/29/2025Nova Wealth Management Inc.35,433$2.52M2.2%-23.4%0.195%
5/21/2025Geneos Wealth Management Inc.128,787$9.15M0.3%+2.0%0.710%
5/21/2025Schmidt P J Investment Management Inc.3,363$239K0.0%+24.2%0.019%
5/20/2025Integrity Alliance LLC.13,568$963K0.0%N/A0.075%
5/16/2025Arete Wealth Advisors LLC10,635$755K0.1%-1.4%0.059%
5/16/2025NewEdge Advisors LLC84,772$6.02M0.0%+1.1%0.467%
5/15/2025Family Office Research LLC8,129$577K0.3%-3.4%0.045%
5/15/2025Royal Bank of Canada195,623$13.89M0.0%+3.8%1.078%
5/15/2025Calton & Associates Inc.47,663$3.39M0.8%+56.5%0.263%
5/15/2025Baird Financial Group Inc.3,430$244K0.0%N/A0.019%
5/14/2025CreativeOne Wealth LLC22,322$1.59M0.0%-34.3%0.123%
5/14/2025PKS Advisory Services LLC11,800$838K0.2%-37.2%0.065%
5/14/2025Kestra Advisory Services LLC48,647$3.45M0.0%+4.7%0.268%
5/14/2025Level Four Advisory Services LLC121,076$8.60M0.4%+2.4%0.667%
5/13/2025Steward Partners Investment Advisory LLC134,809$9.57M0.1%+11.6%0.743%
5/13/2025Raymond James Financial Inc.817,745$58.07M0.0%+4.0%4.505%
5/12/2025FSA Wealth Partners Inc.22,583$1.60M0.6%-1.3%0.124%
5/9/2025Atria Wealth Solutions Inc.129,675$9.21M0.1%-1.3%0.709%
5/9/2025Thoroughbred Financial Services LLC49,920$3.54M0.2%+186.3%0.273%
5/8/2025MONECO Advisors LLC67,339$4.78M0.5%+4.3%0.368%
5/8/2025Harbour Investments Inc.13,506$959K0.0%+3.9%0.074%
5/8/2025Arkadios Wealth Advisors12,754$906K0.0%-2.9%0.070%
5/8/2025Geneos Wealth Management Inc.185,642$13.18M0.3%+47.1%1.014%
5/7/2025Financial Management Network Inc.40,792$2.74M0.6%+3.8%0.223%
5/7/2025Foundations Investment Advisors LLC12,709$902K0.0%N/A0.069%
5/7/2025LPL Financial LLC1,422,612$101.02M0.0%+5.9%7.774%
(Data available from 1/1/2016 forward)

PTNQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTNQ shares?

During the previous two years, 165 institutional investors and hedge funds held shares of Pacer Trendpilot 100 ETF. The most heavily invested institutionals were LPL Financial LLC ($101.02M), Bank of America Corp DE ($78.42M), Raymond James Financial Inc. ($57.39M), Wells Fargo & Company MN ($53.53M), Cambridge Investment Research Advisors Inc. ($35.60M), Raymond James Financial Services Advisors Inc. ($33.30M), and Cetera Investment Advisers ($30.48M).Learn more on Pacer Trendpilot 100 ETF's institutional investors.

Which institutional investors have been buying Pacer Trendpilot 100 ETF's stock?

Of the 150 institutional investors that purchased Pacer Trendpilot 100 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($817.75K), Cetera Investment Advisers ($330.43K), International Assets Investment Management LLC ($305.63K), LPL Financial LLC ($292.40K), ODonnell Financial Services LLC ($222.68K), Avantax Advisory Services Inc. ($215.97K), and Brookstone Capital Management ($160.82K).

How much institutional buying is happening at Pacer Trendpilot 100 ETF?

Institutional investors have bought a total of 2,507,271 shares in the last 24 months. This purchase volume represents approximately $182.95M in transactions.

Which of Pacer Trendpilot 100 ETF's major shareholders have been selling company stock?

Of the 79 institutional investors that sold Pacer Trendpilot 100 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($71.95K), Bank of America Corp DE ($70.77K), Financial Advocates Investment Management ($48.90K), Thoroughbred Financial Services LLC ($44.87K), Nova Wealth Management Inc. ($44.34K), Wealth Enhancement Advisory Services LLC ($42.12K), and Atria Wealth Solutions Inc. ($27.87K).

How much institutional selling is happening at Pacer Trendpilot 100 ETF?

Institutional investors have sold a total of 769,053 shares in the last 24 months. This volume of shares sold represents approximately $55.41M in transactions.



This page (NASDAQ:PTNQ) was last updated on 10/7/2025 by MarketBeat.com Staff
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