Institutional Ownership Pacer Fds Tr Trendpliot 100 Et (PTNQ)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpliot 100 Et (PTNQ). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $795 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,293,340
shares
|
$97.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,260,062
shares
|
$94.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,147,907
shares
|
$86.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
718,406
shares
|
$54.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
481,643
shares
|
$36.2 Million
0.12% of portfolio
|
Q3 2024
Added 55.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
477,822
shares
|
$36 Million
0.05% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
456,675
shares
|
$34.4 Million
0.08% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
339,994
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,575
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
273,957
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
212,614
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
212,178
shares
|
$16 Million
7.15% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
182,873
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
174,225
shares
|
$13.1 Million
0.09% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
168,029
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
165,103
shares
|
$12.4 Million
0.2% of portfolio
|
Q4 2024
Added 1078.21%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
149,972
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
131,329
shares
|
$9.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
126,226
shares
|
$9.5 Million
0.34% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
118,407
shares
|
$8.91 Million
0.38% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
111,710
shares
|
$8.41 Million
0.08% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
89,059
shares
|
$6.7 Million
0.02% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
86,546
shares
|
$6.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
85,849
shares
|
$6.46 Million
0.04% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
83,300
shares
|
$6.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.16%
|