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 151 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $836 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
2,733
shares
|
$195,628
0.05% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
2,708
shares
|
$193,838
0.04% of portfolio
|
Q4 2024
Reduced 19.98%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,026
shares
|
$145,021
0.0% of portfolio
|
Q4 2024
Reduced 39.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,654
shares
|
$118,393
0.01% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,550
shares
|
$110,949
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,516
shares
|
$108,515
0.0% of portfolio
|
Q4 2024
Added 43.83%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,158
shares
|
$82,889
0.03% of portfolio
|
Q2 2024
Added 69.55%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,150
shares
|
$82,317
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$71,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
996
shares
|
$71,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
950
shares
|
$68,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
858
shares
|
$61,415
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
584
shares
|
$41,802
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
553
shares
|
$39,583
0.0% of portfolio
|
Q4 2024
Reduced 61.3%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
511
shares
|
$36,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
492
shares
|
$35,217
0.0% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
452
shares
|
$32,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
424
shares
|
$30,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
401
shares
|
$28,703
0.0% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
262
shares
|
$18,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
150
shares
|
$10,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
142
shares
|
$10,164
0.0% of portfolio
|
Q1 2024
Added 1.43%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
130
shares
|
$9,305
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
80
shares
|
$5,726
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$3,579
0.0% of portfolio
|
Q4 2024
New holding
|