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Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

Pacer Trendpilot 100 ETF logo
$90.69 +1.22 (+1.36%)
As of 10:59 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot 100 ETF (NASDAQ:PTNQ)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$43.23M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$74.22M
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PTNQ Institutional Buying and Selling by Quarter

Pacer Trendpilot 100 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.2,858$253K0.0%N/A0.020%
9/23/2026Envestnet Asset Management Inc.66,984$5.94M0.0%-14.0%0.470%
9/9/2026NewEdge Advisors LLC158,702$14.07M0.0%+3.2%1.102%
9/9/2026IFP Advisors Inc6,523$578K0.0%-3.0%0.045%
9/8/2026Allworth Financial LP667$59K0.0%-33.5%0.005%
9/8/2026Empirical Finance LLC37,480$3.32M0.1%-20.8%0.260%
9/2/2026Citadel Advisors LLC36,578$3.24M0.0%+138.7%0.254%
8/23/2026Ameritas Advisory Services LLC6,046$536K0.0%+53.9%0.042%
8/23/2026Unique Wealth LLC12,913$1.15M0.1%+324.6%0.090%
8/22/2026Concurrent Investment Advisors LLC28,926$2.56M0.0%+0.7%0.201%
8/21/2026Continuum Advisory LLC1,059$94K0.0%N/A0.007%
8/7/2026Trust Co. of Vermont692$61K0.0%N/A0.005%
7/1/2026Noble Wealth Management PBC1,200$106K0.0%-14.3%0.008%
6/18/2026Pacer Advisors Inc.137,010$10.00M0.0%-1.5%0.884%
6/3/2026NewEdge Advisors LLC153,718$11.22M0.0%+0.1%0.992%
5/19/2026Western Wealth Management LLC44,571$3.25M0.1%+0.8%0.288%
5/19/2026Mascagni Wealth Management Inc.3,410$249K0.2%-8.4%0.022%
5/19/2026NewEdge Advisors LLC118,237$8.63M0.2%-23.0%0.763%
5/19/2026Bank of America Corp DE939,147$68.52M0.0%-8.1%6.059%
5/19/2026Ashton Thomas Securities LLC36,758$2.68M0.3%N/A0.237%
5/19/2026Arkadios Wealth Advisors12,493$911K0.0%-2.7%0.081%
5/19/2026IFS Group LLC7,996$583K0.5%N/A0.052%
5/18/2026Royal Bank of Canada160,648$11.72M0.0%-10.5%1.036%
5/16/2026Excelsior Advisor Network LLC5,975$436K0.2%-11.8%0.039%
5/15/2026Empirical Finance LLC47,352$3.46M0.2%N/A0.305%
5/14/2026Hilltop Holdings Inc.6,404$467K0.0%-4.3%0.041%
5/13/2026Cetera Investment Advisers648,564$47.32M0.1%-0.1%4.184%
5/13/2026Wealthspire Retirement LLC3,732$272K0.0%-10.2%0.024%
5/13/2026Signature Equity Partners LLC5,022$366K0.2%-6.6%0.032%
5/6/2026Assetmark Inc.4,077$297K0.0%-5.7%0.026%
5/6/2026Independent Financial Group LLC5,140$375K0.0%N/A0.033%
5/5/2026Bank of New York Mellon Corp5,013$366K0.0%+28.2%0.032%
5/5/2026Geneos Wealth Management Inc.165,141$12.05M0.3%-7.9%1.065%
5/5/2026Sanctuary Advisors LLC36,477$2.66M0.0%-0.4%0.235%
5/5/2026Sigma Planning Corp12,220$892K0.0%-7.5%0.079%
5/4/2026Retirement Planning Group LLC7,839$572K0.0%N/A0.051%
5/4/2026Bryn Mawr Trust Advisors LLC37,510$2.74M0.1%-11.4%0.242%
5/4/2026HBW Advisory Services LLC3,932$287K0.0%+12.0%0.025%
5/1/2026Fifth Third Bancorp10,154$741K0.0%N/A0.065%
4/30/2026Kestra Advisory Services LLC69,636$5.08M0.0%+26.7%0.446%
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4/30/2026Money Concepts Capital Corp4,026$294K0.0%+23.6%0.026%
4/27/2026Private Advisor Group LLC51,761$3.78M0.0%+1.1%0.331%
4/25/2026Keybank National Association OH4,081$298K0.0%N/A0.026%
4/24/2026Tcfg Wealth Management LLC9,875$721K0.3%-5.7%0.063%
4/22/2026Realta Investment Advisors750$55K0.0%N/A0.005%
4/20/2026Kestra Private Wealth Services LLC10,363$756K0.0%-34.9%0.066%
4/17/2026Financial Management Network Inc.33,201$2.49M0.4%-7.4%0.212%
4/17/2026XML Financial LLC9,799$715K0.1%-10.2%0.063%
4/17/2026Clark Asset Management LLC4,478$327K0.0%N/A0.029%
3/17/2026Rockefeller Capital Management L.P.105,316$8.28M0.0%+18.5%0.654%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management927$73K0.1%N/A0.006%
2/24/2026Pacer Advisors Inc.139,150$10.94M0.0%-14.5%0.864%
2/18/2026Ameriflex Group Inc.2,588$204K0.1%-50.0%0.016%
2/18/2026Wealthspire Retirement LLC4,157$327K0.0%N/A0.026%
2/18/2026NewEdge Advisors LLC153,524$12.08M0.0%+0.7%0.954%
2/17/2026Camarda Financial Advisors LLC7,849$617K0.2%-3.7%0.049%
2/17/2026Cetera Investment Advisers649,198$51.06M0.1%+0.7%4.032%
2/17/2026Equitable Holdings Inc.33,886$2.67M0.0%-19.3%0.210%
2/17/2026Osaic Holdings Inc.154,912$12.18M0.0%-8.5%0.962%
2/17/2026Private Advisor Group LLC51,192$4.03M0.0%-0.7%0.318%
2/17/2026&PARTNERS12,032$940K0.0%-3.8%0.075%
2/17/2026Royal Bank of Canada179,463$14.12M0.0%-14.6%1.115%
2/17/2026Silver Grove Financial Group Inc.1,397$110K0.1%N/A0.009%
2/17/2026Stark Wealth Management LLC4,350$342K1.2%N/A0.027%
2/16/2026Mariner LLC6,013$473K0.0%-15.5%0.037%
2/16/2026Motiv8 Investments LLC439$35K0.0%N/A0.003%
2/16/2026Arax Advisory Partners504$40K0.0%N/A0.003%
2/16/2026Aptus Capital Advisors LLC3,522$277K0.0%N/A0.022%
2/13/2026CreativeOne Wealth LLC4,108$323K0.0%-77.2%0.026%
2/13/2026Kestra Advisory Services LLC54,945$4.32M0.0%-1.6%0.341%
2/13/2026Stifel Financial Corp78,761$6.20M0.0%+9.4%0.489%
2/13/2026Morgan Stanley988,311$77.73M0.0%-9.1%6.139%
2/13/2026Focused Alpha LLC6,598$519K0.2%N/A0.041%
2/13/2026Alchemi Wealth LLC9,427$741K0.4%N/A0.059%
2/13/2026Wells Fargo & Company MN594,085$46.73M0.0%-1.2%3.690%
2/12/2026Jane Street Group LLC9,308$732K0.0%-3.2%0.058%
2/12/2026HRT Financial LP2,721$214K0.0%-42.6%0.017%
2/12/2026Insigneo Advisory Services LLC4,271$336K0.0%-17.8%0.027%
2/12/2026Orion Porfolio Solutions LLC63,922$5.03M0.0%+359.5%0.397%
2/12/2026Commonwealth Equity Services LLC98,252$7.73M0.0%-8.0%0.610%
2/12/2026Steward Partners Investment Advisory LLC139,906$11.00M0.1%-3.6%0.869%
2/12/2026Oder Investment Management LLC9,963$784K0.6%-16.1%0.062%
2/11/2026Janney Montgomery Scott LLC39,016$3.07M0.0%+24.5%0.242%
2/11/2026Gaddis Premier Wealth Advisors LLC5,785$455K0.3%N/A0.036%
2/11/2026LPL Financial LLC1,552,750$122.12M0.0%-2.0%9.644%
2/11/2026XML Financial LLC10,911$858K0.1%+1.9%0.068%
2/11/2026Mascagni Wealth Management Inc.3,721$293K0.2%-4.0%0.023%
2/11/2026J.W. Cole Advisors Inc.15,902$1.25M0.0%-10.5%0.099%
2/10/2026Root Financial Partners LLC1,121$88K0.0%N/A0.007%
2/10/2026One Capital Management LLC36,056$2.84M0.1%N/A0.224%
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2/10/2026CFS Investment Advisory Services LLC11,908$937K0.1%+4.5%0.074%
2/10/2026Foundations Investment Advisors LLC2,981$234K0.0%-18.6%0.019%
2/9/2026Integrity Alliance LLC.10,234$805K0.0%+8.8%0.064%
2/9/2026Family Office Research LLC6,755$542K0.2%-5.2%0.042%
2/9/2026Harbour Investments Inc.13,140$1.03M0.0%-1.9%0.082%
2/9/2026Prospera Financial Services Inc49,543$3.90M0.1%-3.0%0.308%
2/6/2026IFP Advisors Inc6,791$534K0.0%+10.7%0.042%
2/6/2026Creative Financial Designs Inc. ADV183,479$14.43M0.9%-0.2%1.140%
2/6/2026HighTower Advisors LLC99,637$7.84M0.0%+12.4%0.619%
2/5/2026Cambridge Investment Research Advisors Inc.435,630$34.26M0.1%-2.4%2.706%


PTNQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 institutional investors and hedge funds held shares of Pacer Trendpilot 100 ETF. The most heavily invested institutionals were LPL Financial LLC ($122.12M), Morgan Stanley ($77.73M), Bank of America Corp DE ($68.52M), Raymond James Financial Inc. ($60.15M), Cetera Investment Advisers ($47.32M), Wells Fargo & Company MN ($46.73M), and Cambridge Investment Research Advisors Inc. ($34.26M).Learn more on Pacer Trendpilot 100 ETF's institutional investors.

Of the 157 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), LPL Financial LLC ($162.55K), Brookstone Capital Management ($151.67K), Geneos Wealth Management Inc. ($134.74K), MY Wealth Management Inc. ($133.44K), Creative Financial Designs Inc. ADV ($116.91K), and Avantax Advisory Services Inc. ($96.70K).

Institutional investors have bought a total of 556,287 shares in the last 24 months. This purchase volume represents approximately $43.23M in transactions.

Of the 81 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: ODonnell Financial Services LLC ($170.86K), Bank of America Corp DE ($109.54K), Morgan Stanley ($98.92K), Commonwealth Equity Services LLC ($81.19K), Royal Bank of Canada ($49.39K), Ameritas Advisory Services LLC ($37.72K), and NewEdge Advisors LLC ($35.29K).

Institutional investors have sold a total of 959,721 shares in the last 24 months. This volume of shares sold represents approximately $74.22M in transactions.


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Institutional ownership data for NASDAQ:PTNQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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