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Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

Pacer Trendpilot 100 ETF logo
$85.50 -0.78 (-0.90%)
As of 02:24 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$42.97M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$73.49M
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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
9/9/2026 NewEdge Advisors LLC158,702$14.07M0.0%+3.2%1.102%
9/9/2026 IFP Advisors Inc6,523$578K0.0%-3.0%0.045%
9/8/2026 Allworth Financial LP667$59K0.0%-33.5%0.005%
9/8/2026 Empirical Finance LLC37,480$3.32M0.1%-20.8%0.260%
9/2/2026 Citadel Advisors LLC36,578$3.24M0.0%+138.7%0.254%
8/23/2026 Ameritas Advisory Services LLC6,046$536K0.0%+53.9%0.042%
8/23/2026 Unique Wealth LLC12,913$1.15M0.1%+324.6%0.090%
8/22/2026 Concurrent Investment Advisors LLC28,926$2.56M0.0%+0.7%0.201%
8/21/2026 Continuum Advisory LLC1,059$94K0.0%N/A0.007%
8/7/2026 Trust Co. of Vermont692$61K0.0%N/A0.005%
7/1/2026 Noble Wealth Management PBC1,200$106K0.0%-14.3%0.008%
6/18/2026 Pacer Advisors Inc.137,010$10.00M0.0%-1.5%0.884%
6/3/2026 NewEdge Advisors LLC153,718$11.22M0.0%+0.1%0.992%
5/19/2026 Western Wealth Management LLC44,571$3.25M0.1%+0.8%0.288%
5/19/2026 Mascagni Wealth Management Inc.3,410$249K0.2%-8.4%0.022%
5/19/2026 NewEdge Advisors LLC118,237$8.63M0.2%-23.0%0.763%
5/19/2026 Bank of America Corp DE939,147$68.52M0.0%-8.1%6.059%
5/19/2026 Ashton Thomas Securities LLC36,758$2.68M0.3%N/A0.237%
5/19/2026 Arkadios Wealth Advisors12,493$911K0.0%-2.7%0.081%
5/19/2026 IFS Group LLC7,996$583K0.5%N/A0.052%
5/18/2026 Royal Bank of Canada160,648$11.72M0.0%-10.5%1.036%
5/16/2026 Excelsior Advisor Network LLC5,975$436K0.2%-11.8%0.039%
5/15/2026 Empirical Finance LLC47,352$3.46M0.2%N/A0.305%
5/14/2026 Hilltop Holdings Inc.6,404$467K0.0%-4.3%0.041%
5/13/2026 Cetera Investment Advisers648,564$47.32M0.1%-0.1%4.184%
5/13/2026 Wealthspire Retirement LLC3,732$272K0.0%-10.2%0.024%
5/13/2026 Signature Equity Partners LLC5,022$366K0.2%-6.6%0.032%
5/6/2026 Assetmark Inc.4,077$297K0.0%-5.7%0.026%
5/6/2026 Independent Financial Group LLC5,140$375K0.0%N/A0.033%
5/5/2026 Bank of New York Mellon Corp5,013$366K0.0%+28.2%0.032%
5/5/2026 Geneos Wealth Management Inc.165,141$12.05M0.3%-7.9%1.065%
5/5/2026 Sanctuary 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%
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4/25/2026 Keybank National Association OH4,081$298K0.0%N/A0.026%
4/24/2026Tcfg 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%
3/17/2026 Rockefeller Capital Management L.P.105,316$8.28M0.0%+18.5%0.654%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management927$73K0.1%N/A0.006%
2/24/2026 Pacer Advisors Inc.139,150$10.94M0.0%-14.5%0.864%
2/18/2026 Ameriflex Group Inc.2,588$204K0.1%-50.0%0.016%
2/18/2026 Wealthspire Retirement LLC4,157$327K0.0%N/A0.026%
2/18/2026 NewEdge Advisors LLC153,524$12.08M0.0%+0.7%0.954%
2/17/2026 Camarda Financial Advisors LLC7,849$617K0.2%-3.7%0.049%
2/17/2026 Cetera Investment Advisers649,198$51.06M0.1%+0.7%4.032%
2/17/2026 Equitable Holdings Inc.33,886$2.67M0.0%-19.3%0.210%
2/17/2026 Osaic 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%
2/17/2026 Royal Bank of Canada179,463$14.12M0.0%-14.6%1.115%
2/17/2026 Silver Grove Financial Group Inc.1,397$110K0.1%N/A0.009%
2/17/2026Stark Wealth Management LLC4,350$342K1.2%N/A0.027%
2/16/2026 Mariner LLC6,013$473K0.0%-15.5%0.037%
2/16/2026Motiv8 Investments LLC439$35K0.0%N/A0.003%
2/16/2026 Arax Advisory Partners504$40K0.0%N/A0.003%
2/16/2026 Aptus Capital Advisors LLC3,522$277K0.0%N/A0.022%
2/13/2026 CreativeOne Wealth LLC4,108$323K0.0%-77.2%0.026%
2/13/2026 Kestra Advisory Services LLC54,945$4.32M0.0%-1.6%0.341%
2/13/2026 Stifel Financial Corp78,761$6.20M0.0%+9.4%0.489%
2/13/2026 Morgan Stanley988,311$77.73M0.0%-9.1%6.139%
2/13/2026 Focused Alpha LLC6,598$519K0.2%N/A0.041%
2/13/2026 Alchemi Wealth LLC9,427$741K0.4%N/A0.059%
2/13/2026 Wells Fargo & Company MN594,085$46.73M0.0%-1.2%3.690%
2/12/2026 Jane Street Group LLC9,308$732K0.0%-3.2%0.058%
2/12/2026 HRT Financial LP2,721$214K0.0%-42.6%0.017%
2/12/2026 Insigneo Advisory Services LLC4,271$336K0.0%-17.8%0.027%
2/12/2026 Orion 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%
2/12/2026 Steward Partners Investment Advisory LLC139,906$11.00M0.1%-3.6%0.869%
2/12/2026 Oder 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%
2/11/2026 Gaddis Premier Wealth Advisors LLC5,785$455K0.3%N/A0.036%
2/11/2026 LPL Financial LLC1,552,750$122.12M0.0%-2.0%9.644%
2/11/2026 XML Financial LLC10,911$858K0.1%+1.9%0.068%
2/11/2026 Mascagni 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%
2/10/2026 One 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%
2/10/2026 Foundations Investment Advisors LLC2,981$234K0.0%-18.6%0.019%
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2/9/2026 Integrity Alliance LLC.10,234$805K0.0%+8.8%0.064%
2/9/2026 Family Office Research LLC6,755$542K0.2%-5.2%0.042%
2/9/2026 Harbour 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%
2/6/2026 HighTower 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%
2/5/2026 Western Wealth Management LLC44,208$3.48M0.2%+19.9%0.275%


PTNQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 183 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 156 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 553,429 shares in the last 24 months. This purchase volume represents approximately $42.97M 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 951,877 shares in the last 24 months. This volume of shares sold represents approximately $73.49M in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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