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Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

Pacer Trendpilot 100 ETF logo
$82.16 +1.10 (+1.36%)
As of 05/5/2026 03:43 PM Eastern

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot 100 ETF (NASDAQ:PTNQ)

Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$87.54M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$98.89M
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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
5/5/2026Bank 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%
5/5/2026 Sigma Planning Corp12,220$892K0.0%-7.5%0.079%
5/4/2026 Retirement Planning Group LLC7,839$572K0.0%N/A0.051%
5/4/2026 Bryn Mawr Trust Advisors LLC37,510$2.74M0.1%-11.4%0.242%
5/4/2026 HBW Advisory Services LLC3,932$287K0.0%+12.0%0.025%
5/1/2026 Fifth Third Bancorp10,154$741K0.0%N/A0.065%
4/30/2026 Kestra Advisory Services LLC69,636$5.08M0.0%+26.7%0.446%
4/30/2026 Money Concepts Capital Corp4,026$294K0.0%+23.6%0.026%
4/27/2026 Private Advisor Group LLC51,761$3.78M0.0%+1.1%0.331%
4/25/2026 Keybank National Association OH4,081$298K0.0%N/A0.026%
4/24/2026 Tcfg Wealth Management LLC9,875$721K0.3%-5.7%0.063%
4/22/2026 Realta Investment Advisors750$55K0.0%N/A0.005%
4/20/2026 Kestra Private Wealth Services LLC10,363$756K0.0%-34.9%0.066%
4/17/2026 Financial Management Network Inc.33,201$2.49M0.4%-7.4%0.212%
4/17/2026 XML Financial LLC9,799$715K0.1%-10.2%0.063%
4/17/2026 Clark 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%
2/17/2026 Private 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026 XML Financial LLC10,911$858K0.1%+1.9%0.068%
2/11/2026Mascagni Wealth Management Inc.3,721$293K0.2%-4.0%0.023%
2/11/2026 J.W. Cole Advisors Inc.15,902$1.25M0.0%-10.5%0.099%
2/10/2026 Root Financial Partners LLC1,121$88K0.0%N/A0.007%
2/10/2026One Capital Management LLC36,056$2.84M0.1%N/A0.224%
2/10/2026 CFS 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%
2/9/2026 Prospera Financial Services Inc49,543$3.90M0.1%-3.0%0.308%
2/6/2026 IFP Advisors Inc6,791$534K0.0%+10.7%0.042%
2/6/2026 Creative 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%
2/5/2026 Cambridge Investment Research Advisors Inc.435,630$34.26M0.1%-2.4%2.706%
2/5/2026 Stephens Inc. AR45,064$3.54M0.0%-34.5%0.280%
2/5/2026Western Wealth Management LLC44,208$3.48M0.2%+19.9%0.275%
2/5/2026Allworth Financial LP1,123$88K0.0%-28.9%0.007%
2/4/2026Moneco Advisors LLC51,060$4.02M0.3%-11.8%0.316%
2/4/2026Ameritas Advisory Services LLC3,929$309K0.0%+65.6%0.024%
2/4/2026 Bryn Mawr Trust Advisors LLC42,315$3.33M0.2%+95.9%0.262%
2/3/2026 International Assets Investment Management LLC1,391$109K0.0%N/A0.009%
2/2/2026 Truist Financial Corp26,494$2.08M0.0%-28.8%0.164%
2/2/2026 Mutual Advisors LLC3,076$242K0.0%+16.5%0.019%
1/30/2026 Sigma Planning Corp13,207$1.04M0.0%-12.4%0.082%
1/30/2026 FSA Wealth Partners Inc.21,411$1.68M0.6%-4.3%0.133%
1/30/2026 Strategic Blueprint LLC8,874$698K0.0%+14.6%0.055%
1/29/2026Comerica Bank10,154$799K0.0%-2.6%0.063%
1/29/2026UBS Group AG256,991$20.21M0.0%+2.8%1.591%
1/29/2026Sanctuary Advisors LLC36,608$2.88M0.0%+6.2%0.227%
1/29/2026 Hegarty Advisors LLC2,732$215K0.2%N/A0.017%
1/29/2026 Concurrent Investment Advisors LLC29,840$2.35M0.0%+4.5%0.185%
1/29/2026ODonnell Financial Services LLC48,795$3.84M1.3%-3.9%0.302%
1/28/2026Geneos Wealth Management Inc.179,275$14.10M0.3%+5.7%1.110%
1/28/2026Salomon & Ludwin LLC1,025$81K0.0%N/A0.006%
1/27/2026PFG Advisors17,261$1.36M0.1%-9.7%0.107%
1/26/2026CWM LLC22,039$1.73M0.0%-1.4%0.136%
1/23/2026 Farther Finance Advisors LLC503$40K0.0%N/A0.003%
1/23/2026 HBW Advisory Services LLC3,511$276K0.0%+5.5%0.022%
1/21/2026 MBL Wealth LLC65,036$5.12M0.4%+6.9%0.403%
1/21/2026 Flagship Harbor Advisors LLC704$55K0.0%N/A0.004%
1/20/2026 Stewardship Concepts Financial Services LLC4,798$378K0.3%N/A0.030%
1/20/2026 Stratos Wealth Partners LTD.19,364$1.52M0.0%-1.2%0.120%
1/20/2026 Stratos Wealth Advisors LLC5,880$462K0.0%+16.6%0.036%
1/15/2026 Silver Oak Securities Incorporated6,266$497K0.0%-3.6%0.039%
1/8/2026 Wealth Enhancement Advisory Services LLC13,501$1.08M0.0%-2.1%0.083%


PTNQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTNQ shares?

During the previous two years, 188 institutional investors and hedge funds held shares of Pacer Trendpilot 100 ETF. The most heavily invested institutionals were LPL Financial LLC ($122.12M), Bank of America Corp DE ($83.11M), Morgan Stanley ($77.73M), Raymond James Financial Inc. ($60.15M), Cetera Investment Advisers ($51.06M), Wells Fargo & Company MN ($46.73M), and Cambridge Investment Research Advisors Inc. ($34.26M).Learn more on Pacer Trendpilot 100 ETF's institutional investors.

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

Of the 162 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 ($334.82K), LPL Financial LLC ($201.22K), Brookstone Capital Management ($157.14K), Geneos Wealth Management Inc. ($136.01K), MY Wealth Management Inc. ($133.44K), and Creative Financial Designs Inc. ADV ($116.91K).

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

Institutional investors have bought a total of 1,212,836 shares in the last 24 months. This purchase volume represents approximately $89.07M in transactions.

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

Of the 87 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), Morgan Stanley ($98.92K), Bank of America Corp DE ($97.59K), Commonwealth Equity Services LLC ($81.19K), Cetera Investment Advisers ($71.95K), Equitable Holdings Inc. ($46.08K), and Thoroughbred Financial Services LLC ($45.24K).

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

Institutional investors have sold a total of 1,313,655 shares in the last 24 months. This volume of shares sold represents approximately $98.89M in transactions.



This page (NASDAQ:PTNQ) was last updated on 5/6/2026 by MarketBeat.com Staff.
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