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Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

Pacer Trendpilot 100 ETF logo
$71.37 +0.60 (+0.85%)
As of 04:00 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)
111
Total
Institutional Inflows
(last 12 months)
$165.36M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/7/2025Empirical Finance LLC47,352$3.36M0.2%-6.0%0.259%
5/6/2025Pacer Advisors Inc.151,954$10.79M0.0%+1.3%0.837%
5/6/2025Assetmark Inc.2,522$179K0.0%+494.8%0.014%
5/6/2025Cetera Investment Advisers498,963$35.43M0.1%+1.8%2.749%
5/6/2025Avantax Advisory Services Inc.198,962$14.13M0.1%+2.7%1.096%
5/6/2025Brookwood Investment Group LLC3,506$249K0.0%N/A0.019%
5/6/2025PFG Advisors19,251$1.37M0.1%+1.0%0.106%
5/5/2025J.W. Cole Advisors Inc.18,519$1.32M0.0%+142.7%0.102%
5/5/2025IFP Advisors Inc4,549$323K0.0%+200.1%0.025%
5/5/2025Calton & Associates Inc.17,204$1.22M0.1%-43.5%0.095%
5/5/2025Kestra Private Wealth Services LLC19,232$1.37M0.0%-22.1%0.106%
5/5/2025ODonnell Financial Services LLC214,785$15.25M6.3%+1.2%1.183%
5/5/2025Private Advisor Group LLC53,453$3.80M0.0%-3.3%0.295%
5/2/2025Sigma Planning Corp14,629$1.04M0.0%+4.9%0.081%
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5/1/2025CWM LLC23,568$1.67M0.0%-8.9%0.131%
5/1/2025Stephens Inc. AR84,624$6.01M0.1%-2.2%0.470%
5/1/2025Stegent Equity Advisors Inc.3,964$281K0.3%-4.5%0.022%
4/30/2025Allworth Financial LP1,526$103K0.0%-24.7%0.008%
4/30/2025Axxcess Wealth Management LLC10,615$754K0.0%+2.7%0.059%
4/30/2025Stratos Wealth Partners LTD.19,579$1.39M0.0%-4.8%0.109%
4/30/2025Stratos Wealth Advisors LLC20,400$1.45M0.1%+2.6%0.113%
4/29/2025Envestnet Asset Management Inc.94,401$6.70M0.0%+43.5%0.524%
4/29/2025Concurrent Investment Advisors LLC30,020$2.13M0.1%+5.4%0.167%
4/29/2025Strategic Blueprint LLC4,831$343K0.0%+61.4%0.027%
4/29/2025Silver Oak Securities Incorporated6,938$492K0.0%+13.7%0.039%
4/28/2025Private Trust Co. NA6,075$431K0.0%-3.1%0.034%
4/28/2025DAVENPORT & Co LLC8,169$580K0.0%N/A0.045%
4/28/2025Clear Creek Financial Management LLC30,598$2.17M0.2%+5.5%0.170%
4/25/2025Ameritas Advisory Services LLC46,337$3.30M0.1%+4.3%0.258%
4/24/2025Confluence Wealth Services Inc.8,195$551K0.0%+18.9%0.046%
4/23/2025Western Wealth Management LLC44,038$3.13M0.2%+3.4%0.245%
4/23/2025Creative Financial Designs Inc. ADV162,777$11.56M0.9%+5.0%0.907%
4/23/2025Tyche Wealth Partners LLC4,042$287K0.1%+20.3%0.023%
4/23/2025Proactive Wealth Strategies LLC21,222$1.51M0.8%+1.0%0.118%
4/23/2025Mascagni Wealth Management Inc.16,694$1.24M1.2%+329.0%0.093%
4/23/2025Continuum Advisory LLC1,321$94K0.0%+404.2%0.007%
4/22/2025XML Financial LLC12,701$902K0.1%+16.4%0.071%
4/22/2025Cambridge Investment Research Advisors Inc.501,375$35.60M0.1%+1.9%2.793%
4/22/2025Register Financial Advisors LLC871$62K0.0%N/A0.005%
4/22/2025Advisor Resource Council30,049$2.13M0.2%-12.8%0.167%
4/18/2025Insigneo Advisory Services LLC4,917$349K0.0%-4.5%0.027%
4/16/2025Wealth Enhancement Advisory Services LLC48,223$3.42M0.0%-6.0%0.269%
4/15/2025Noble Wealth Management PBC1,400$99K0.1%+21.7%0.008%
4/11/2025Unique Wealth LLC3,041$216K0.0%N/A0.017%
4/10/2025EWG Elevate Inc.9,537$677K0.3%+5.2%0.053%
4/9/2025Capital Asset Advisory Services LLC10,615$760K0.0%+2.7%0.059%
4/9/2025Merit Financial Group LLC3,746$266K0.0%-16.3%0.021%
4/9/2025NBC Securities Inc.2,165$153K0.0%+108,150.0%0.012%
4/7/2025GAMMA Investing LLC5,681$403K0.0%+7,001.3%0.032%
3/24/2025Mascagni Wealth Management Inc.16,694$1.24M1.1%N/A0.092%
3/17/2025Wealth Enhancement Advisory Services LLC51,296$3.80M0.0%-8.3%0.284%
2/26/2025Advisor Resource Council34,478$2.55M1.8%N/A0.191%
2/25/2025B. Riley Wealth Advisors Inc.11,156$842K0.0%-39.9%0.062%
2/24/2025Ameriflex Group Inc.4,736$356K0.2%N/A0.026%
2/18/2025First Heartland Consultants Inc.2,884$213K0.0%-47.3%0.016%
2/17/2025Vienna Asset Management LLC44,349$3.28M2.2%+13.2%0.246%
2/17/2025Royal Bank of Canada188,417$13.95M0.0%-11.4%1.044%
2/17/2025CoreCap Advisors LLC29,608$2.19M0.1%-5.7%0.164%
2/17/2025Cambridge Investment Research Advisors Inc.492,094$36.43M0.1%+2.2%2.726%
2/17/2025Cetera Investment Advisers490,376$36.30M0.1%+7.4%2.717%
2/17/2025Citadel Advisors LLC6,320$468K0.0%N/A0.035%
2/17/2025Bank of America Corp DE1,148,779$85.03M0.0%+0.1%6.364%
2/17/2025Ameriprise Financial Inc.11,936$884K0.0%+10.6%0.066%
2/17/2025Aptus Capital Advisors LLC996$74K0.0%N/A0.006%
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2/14/2025Jane Street Group LLC21,389$1.58M0.0%+220.1%0.118%
2/14/2025Comerica Bank9,847$729K0.0%+71.6%0.055%
2/14/2025Kovitz Investment Group Partners LLC3,927$291K0.0%N/A0.022%
2/14/2025Susquehanna International Group LLP34,793$2.58M0.0%+7.6%0.193%
2/14/2025IHT Wealth Management LLC3,363$249K0.0%-42.0%0.019%
2/14/2025Stifel Financial Corp339,635$25.14M0.0%-0.1%1.882%
2/14/2025MML Investors Services LLC41,189$3.05M0.0%+4.6%0.228%
2/14/2025Concourse Financial Group Securities Inc.6,730$510K0.0%+31.4%0.037%
2/13/2025NewEdge Advisors LLC83,851$6.21M0.0%-2.3%0.465%
2/13/2025Insigneo 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 Pacer Trendpilot 100 ETF's institutional investors.

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

Of the 142 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 ($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 2,258,245 shares in the last 24 months. This purchase volume represents approximately $165.36M in transactions.

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

Of the 67 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: Financial Advocates Investment Management ($48.90K), Truist Financial Corp ($44.65K), Zimmermann Investment Management & Planning LLC ($31.38K), First Heartland Consultants Inc. ($27.02K), Royal Bank of Canada ($24.20K), Envestnet Asset Management Inc. ($19.60K), and Calton & Associates Inc. ($16.99K).

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

Institutional investors have sold a total of 445,743 shares in the last 24 months. This volume of shares sold represents approximately $32.41M in transactions.


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This page (NASDAQ:PTNQ) was last updated on 6/30/2025 by MarketBeat.com Staff
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