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 134 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $774 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,328,213
shares
|
$98.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,274,134
shares
|
$94.5 Million
0.05% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,163,090
shares
|
$86.3 Million
0.01% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
701,130
shares
|
$52 Million
0.01% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
481,643
shares
|
$35.7 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
|
$35.4 Million
0.05% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
394,702
shares
|
$29.3 Million
0.07% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
342,701
shares
|
$25.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,575
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
274,985
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
223,601
shares
|
$16.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
212,795
shares
|
$15.8 Million
7.37% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
188,216
shares
|
$14 Million
0.03% of portfolio
|
Q2 2024
Reduced 56.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
182,873
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
157,050
shares
|
$11.6 Million
0.13% of portfolio
|
Q2 2024
Added 38.7%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
151,091
shares
|
$11.2 Million
0.08% of portfolio
|
Q2 2024
Added 14.83%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
141,471
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
117,479
shares
|
$8.71 Million
0.38% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
104,294
shares
|
$7.74 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
103,185
shares
|
$7.65 Million
0.08% of portfolio
|
Q2 2024
Added 16.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
101,788
shares
|
$7.55 Million
0.08% of portfolio
|
Q2 2024
Added 5.49%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
89,566
shares
|
$6.64 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
84,710
shares
|
$6.28 Million
0.05% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
83,785
shares
|
$6.22 Million
0.02% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
74,360
shares
|
$5.52 Million
0.86% of portfolio
|
Q4 2022
New holding
|