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Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

Pacer Trendpilot 100 ETF logo
$68.77 -0.24 (-0.35%)
Closing price 06/11/2025 04:00 PM Eastern
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$68.77 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot 100 ETF (NASDAQ:PTNQ)

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$165.57M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$32.41M
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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
5/29/2025 Nova Wealth Management Inc.35,433$2.52M2.2%-23.4%0.195%
5/21/2025 Geneos Wealth Management Inc.128,787$9.15M0.3%+2.0%0.710%
5/21/2025 Schmidt P J Investment Management Inc.3,363$239K0.0%+24.2%0.019%
5/20/2025 Integrity Alliance LLC.13,568$963K0.0%N/A0.075%
5/16/2025 Arete Wealth Advisors LLC10,635$755K0.1%-1.4%0.059%
5/16/2025 NewEdge Advisors LLC84,772$6.02M0.0%+1.1%0.467%
5/15/2025 Family Office Research LLC8,129$577K0.3%-3.4%0.045%
5/15/2025 Royal Bank of Canada195,623$13.89M0.0%+3.8%1.078%
5/15/2025 Calton & Associates Inc.47,663$3.39M0.8%+56.5%0.263%
5/15/2025 Baird Financial Group Inc.3,430$244K0.0%N/A0.019%
5/14/2025 CreativeOne Wealth LLC22,322$1.59M0.0%-34.3%0.123%
5/14/2025 PKS Advisory Services LLC11,800$838K0.2%-37.2%0.065%
5/14/2025 Kestra Advisory Services LLC48,647$3.45M0.0%+4.7%0.268%
5/14/2025 Level Four Advisory Services LLC121,076$8.60M0.4%+2.4%0.667%
5/13/2025 Steward Partners Investment Advisory LLC134,809$9.57M0.1%+11.6%0.743%
5/13/2025 Raymond James Financial Inc.817,745$58.07M0.0%+4.0%4.505%
5/12/2025 FSA Wealth Partners Inc.22,583$1.60M0.6%-1.3%0.124%
5/9/2025 Atria Wealth Solutions Inc.129,675$9.21M0.1%-1.3%0.709%
5/9/2025 Thoroughbred Financial Services LLC49,920$3.54M0.2%+186.3%0.273%
5/8/2025 MONECO Advisors LLC67,339$4.78M0.5%+4.3%0.368%
5/8/2025 Harbour Investments Inc.13,506$959K0.0%+3.9%0.074%
5/8/2025 Arkadios Wealth Advisors12,754$906K0.0%-2.9%0.070%
5/8/2025 Geneos Wealth Management Inc.185,642$13.18M0.3%+47.1%1.014%
5/7/2025 Financial Management Network Inc.40,792$2.74M0.6%+3.8%0.223%
5/7/2025 Foundations Investment Advisors LLC12,709$902K0.0%N/A0.069%
5/7/2025 LPL Financial LLC1,422,612$101.02M0.0%+5.9%7.774%
5/7/2025 Empirical Finance LLC47,352$3.36M0.2%-6.0%0.259%
5/6/2025 Pacer Advisors Inc.151,954$10.79M0.0%+1.3%0.837%
5/6/2025 Assetmark Inc.2,522$179K0.0%+494.8%0.014%
5/6/2025 Cetera Investment Advisers498,963$35.43M0.1%+1.8%2.749%
5/6/2025 Avantax Advisory Services Inc.198,962$14.13M0.1%+2.7%1.096%
5/6/2025 Brookwood Investment Group LLC3,506$249K0.0%N/A0.019%
5/6/2025 PFG Advisors19,251$1.37M0.1%+1.0%0.106%
5/5/2025 J.W. Cole Advisors Inc.18,519$1.32M0.0%+142.7%0.102%
5/5/2025 IFP Advisors Inc4,549$323K0.0%+200.1%0.025%
5/5/2025 Calton & Associates Inc.17,204$1.22M0.1%-43.5%0.095%
5/5/2025 Kestra Private Wealth Services LLC19,232$1.37M0.0%-22.1%0.106%
5/5/2025 ODonnell Financial Services LLC214,785$15.25M6.3%+1.2%1.183%
5/5/2025 Private Advisor Group LLC53,453$3.80M0.0%-3.3%0.295%
5/2/2025 Sigma Planning Corp14,629$1.04M0.0%+4.9%0.081%
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5/1/2025 CWM LLC23,568$1.67M0.0%-8.9%0.131%
5/1/2025 Stephens Inc. AR84,624$6.01M0.1%-2.2%0.470%
5/1/2025 Stegent Equity Advisors Inc.3,964$281K0.3%-4.5%0.022%
4/30/2025 Allworth Financial LP1,526$103K0.0%-24.7%0.008%
4/30/2025 Axxcess Wealth Management LLC10,615$754K0.0%+2.7%0.059%
4/30/2025 Stratos Wealth Partners LTD.19,579$1.39M0.0%-4.8%0.109%
4/30/2025 Stratos Wealth Advisors LLC20,400$1.45M0.1%+2.6%0.113%
4/29/2025 Envestnet Asset Management Inc.94,401$6.70M0.0%+43.5%0.524%
4/29/2025 Concurrent Investment Advisors LLC30,020$2.13M0.1%+5.4%0.167%
4/29/2025 Strategic Blueprint LLC4,831$343K0.0%+61.4%0.027%
4/29/2025 Silver Oak Securities Incorporated6,938$492K0.0%+13.7%0.039%
4/28/2025 Private Trust Co. NA6,075$431K0.0%-3.1%0.034%
4/28/2025 DAVENPORT & Co LLC8,169$580K0.0%N/A0.045%
4/28/2025 Clear Creek Financial Management LLC30,598$2.17M0.2%+5.5%0.170%
4/25/2025 Ameritas Advisory Services LLC46,337$3.30M0.1%+4.3%0.258%
4/24/2025 Confluence Wealth Services Inc.8,195$551K0.0%+18.9%0.046%
4/23/2025 Western Wealth Management LLC44,038$3.13M0.2%+3.4%0.245%
4/23/2025 Creative Financial Designs Inc. ADV162,777$11.56M0.9%+5.0%0.907%
4/23/2025 Tyche Wealth Partners LLC4,042$287K0.1%+20.3%0.023%
4/23/2025 Proactive Wealth Strategies LLC21,222$1.51M0.8%+1.0%0.118%
4/23/2025 Mascagni Wealth Management Inc.16,694$1.24M1.2%+329.0%0.093%
4/23/2025 Continuum Advisory LLC1,321$94K0.0%+404.2%0.007%
4/22/2025 XML Financial LLC12,701$902K0.1%+16.4%0.071%
4/22/2025 Cambridge Investment Research Advisors Inc.501,375$35.60M0.1%+1.9%2.793%
4/22/2025 Register Financial Advisors LLC871$62K0.0%N/A0.005%
4/22/2025 Advisor Resource Council30,049$2.13M0.2%-12.8%0.167%
4/18/2025 Insigneo Advisory Services LLC4,917$349K0.0%-4.5%0.027%
4/16/2025 Wealth Enhancement Advisory Services LLC48,223$3.42M0.0%-6.0%0.269%
4/15/2025 Noble Wealth Management PBC1,400$99K0.1%+21.7%0.008%
4/11/2025 Unique Wealth LLC3,041$216K0.0%N/A0.017%
4/10/2025 EWG Elevate Inc.9,537$677K0.3%+5.2%0.053%
4/9/2025 Capital Asset Advisory Services LLC10,615$760K0.0%+2.7%0.059%
4/9/2025 Merit Financial Group LLC3,746$266K0.0%-16.3%0.021%
4/9/2025 NBC Securities Inc.2,165$153K0.0%+108,150.0%0.012%
4/7/2025 GAMMA Investing LLC5,681$403K0.0%+7,001.3%0.032%
3/24/2025 Mascagni Wealth Management Inc.16,694$1.24M1.1%N/A0.092%
3/17/2025 Wealth Enhancement Advisory Services LLC51,296$3.80M0.0%-8.3%0.284%
2/26/2025 Advisor Resource Council34,478$2.55M1.8%N/A0.191%
2/25/2025B. Riley Wealth Advisors Inc.11,156$842K0.0%-39.9%0.062%
2/24/2025 Ameriflex Group Inc.4,736$356K0.2%N/A0.026%
2/18/2025 First Heartland Consultants Inc.2,884$213K0.0%-47.3%0.016%
2/17/2025 Vienna Asset Management LLC44,349$3.28M2.2%+13.2%0.246%
2/17/2025 Royal Bank of Canada188,417$13.95M0.0%-11.4%1.044%
2/17/2025 CoreCap Advisors LLC29,608$2.19M0.1%-5.7%0.164%
2/17/2025 Cambridge Investment Research Advisors Inc.492,094$36.43M0.1%+2.2%2.726%
2/17/2025 Cetera Investment Advisers490,376$36.30M0.1%+7.4%2.717%
2/17/2025 Citadel Advisors LLC6,320$468K0.0%N/A0.035%
2/17/2025 Bank of America Corp DE1,148,779$85.03M0.0%+0.1%6.364%
2/17/2025 Ameriprise Financial Inc.11,936$884K0.0%+10.6%0.066%
2/17/2025 Aptus Capital Advisors LLC996$74K0.0%N/A0.006%
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2/14/2025 Jane Street Group LLC21,389$1.58M0.0%+220.1%0.118%
2/14/2025 Comerica Bank9,847$729K0.0%+71.6%0.055%
2/14/2025 Kovitz Investment Group Partners LLC3,927$291K0.0%N/A0.022%
2/14/2025 Susquehanna International Group LLP34,793$2.58M0.0%+7.6%0.193%
2/14/2025 IHT Wealth Management LLC3,363$249K0.0%-42.0%0.019%
2/14/2025 Stifel Financial Corp339,635$25.14M0.0%-0.1%1.882%
2/14/2025 MML Investors Services LLC41,189$3.05M0.0%+4.6%0.228%
2/14/2025 Concourse Financial Group Securities Inc.6,730$510K0.0%+31.4%0.037%
2/13/2025 NewEdge Advisors LLC83,851$6.21M0.0%-2.3%0.465%
2/13/2025 Insigneo Advisory Services LLC5,151$381K0.0%-6.6%0.029%
(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, 158 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 ($85.03M), Raymond James Financial Inc. ($58.07M), Wells Fargo & Company MN ($53.53M), Cambridge Investment Research Advisors Inc. ($35.60M), Cetera Investment Advisers ($35.43M), and Raymond James Financial Services Advisors Inc. ($33.30M).Learn more on PTNQ's institutional investors.

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

Of the 142 institutional investors that purchased Pacer Trendpilot 100 ETF 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), LPL Financial LLC ($406.74K), Cetera Investment Advisers ($334.76K), International Assets Investment Management LLC ($305.63K), ODonnell Financial Services LLC ($217.81K), Brookstone Capital Management ($165.54K), and Osaic Holdings Inc. ($153.81K).

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

Institutional investors have bought a total of 4,344,823 shares in the last 24 months. This purchase volume represents approximately $300.74M in transactions.

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

Of the 81 institutional investors that sold Pacer Trendpilot 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Planning Services Inc. ($156.34K), International Assets Investment Management LLC ($146.93K), Raymond James Financial Services Advisors Inc. ($89.17K), Cetera Advisor Networks LLC ($72.25K), Truist Financial Corp ($52.69K), Financial Advocates Investment Management ($48.90K), and Pacer Advisors Inc. ($47.84K).

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

Institutional investors have sold a total of 1,295,306 shares in the last 24 months. This volume of shares sold represents approximately $87.15M in transactions.



This page (NASDAQ:PTNQ) was last updated on 6/12/2025 by MarketBeat.com Staff
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