Who Owns Pacer Trendpilot 100 ETF (PTNQ)?Hedge Fund & Institutional Holders

$75.86-0.50 (-0.65%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2200077000530005e+209T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$65.75$69.82$73.90$77.97$82.04Aug 24May 25Mar 26

PTNQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Geneos Wealth Management Inc.New Position+179K+$14.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+98K+$7.0M
MBL Wealth, LLCNew Position+65K+$5.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+74K+$5.0M
Sanctuary Advisors, LLCNew Position+63K+$4.8M
Aft, Forsyth & Sober, LLCNew Position+57K+$4.5M
MONECO ADVISORS, LLCNew Position+51K+$4.0M
STEPHENS INC /AR/New Position+45K+$3.5M
Bryn Mawr Trust Advisors, LLCNew Position+42K+$3.3M
Janney Montgomery Scott LLCNew Position+39K+$3.0M
Western Wealth Management, LLCNew Position+44K+$3.0M
One Capital Management, LLCNew Position+36K+$2.8M
FINANCIAL MANAGEMENT NETWORK INCNew Position+36K+$2.8M
Concurrent Investment Advisors, LLCNew Position+30K+$2.3M
TRUIST FINANCIAL CORPNew Position+26K+$2.1M

PTNQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-32K-$122.8B
MORGAN STANLEYDecreased-99K-$84.2B
BANK OF AMERICA CORP /DE/Decreased-50K-$83.0B
WELLS FARGO & COMPANY/MNDecreased-7K-$46.6B
ROYAL BANK OF CANADADecreased-31K-$16.3B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-358-$14.2B
Pacer Advisors, Inc.Closed Position-163K-$12.6B
OSAIC HOLDINGS, INC.Decreased-14K-$12.5B
Steward Partners Investment Advisory, LLCDecreased-5K-$11.2B
MY Wealth Management Inc.Decreased-5K-$10.3B
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-8K-$9.5B
Vienna Asset Management LLCDecreased-2K-$4.6B
Kestra Advisory Services, LLCDecreased-884-$4.3B
Private Advisor Group, LLCDecreased-369-$4.0B
Prospera Financial Services IncDecreased-2K-$4.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,552,750$122.0M0.03%Share
2MORGAN STANLEY988,310$77.0M0.00%Share
3BANK OF AMERICA CORP /DE/677,718$53.0M0.00%Share
4Cetera Investment Advisers649,198$51.0M0.06%Share
5RAYMOND JAMES FINANCIAL INC555,161$43.0M0.01%Share
6Cambridge Investment Research Advisors, Inc.435,630$34.0M0.09%Share
7WELLS FARGO & COMPANY/MN366,435$28.0M0.01%Share
8BANK OF AMERICA CORP /DE/339,203$26.0M0.00%Share
9UBS Group AG256,067$20.1M0.00%Share
10RAYMOND JAMES FINANCIAL INC239,401$18.0M0.01%Share
11WELLS FARGO & COMPANY/MN227,650$17.0M0.00%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV183,479$14.4M0.91%Share
13Geneos Wealth Management Inc.179,275$14.1M0.34%Share
14ROYAL BANK OF CANADA178,058$14.0M0.00%Share
15NewEdge Advisors, LLC153,524$12.0M0.04%Share
16OSAIC HOLDINGS, INC.153,829$12.0M0.02%Share
17Steward Partners Investment Advisory, LLC139,906$11.0M0.06%Share
18MY Wealth Management Inc.128,858$10.1M8.83%Share
19LEVEL FOUR ADVISORY SERVICES, LLC114,786$9.0M0.29%Share
20Rockefeller Capital Management L.P.105,316$8.0M0.01%Share
21COMMONWEALTH EQUITY SERVICES, LLC98,252$7.0M0.01%Share
22HighTower Advisors, LLC99,637$7.0M0.01%Share
23STIFEL FINANCIAL CORP78,761$6.0M0.01%Share
24MBL Wealth, LLC65,036$5.1M0.41%Share
25Orion Porfolio Solutions, LLC63,922$5.0M0.04%Share
26ENVESTNET ASSET MANAGEMENT INC73,557$5.0M0.00%Share
27Vienna Asset Management LLC57,670$4.5M2.57%Share
28Aft, Forsyth & Sober, LLC56,625$4.5M1.35%Share
29MONECO ADVISORS, LLC51,060$4.0M0.32%Share
30Kestra Advisory Services, LLC54,945$4.0M0.02%Share
31Private Advisor Group, LLC51,192$4.0M0.02%Share
32ODonnell Financial Services, LLC48,795$3.8M1.31%Share
33STEPHENS INC /AR/45,064$3.5M0.04%Share
34Bryn Mawr Trust Advisors, LLC42,315$3.3M0.16%Share
35Western Wealth Management, LLC44,208$3.0M0.14%Share
36Janney Montgomery Scott LLC39,016$3.0M0.01%Share
37Prospera Financial Services Inc49,543$3.0M0.05%Share
38MML INVESTORS SERVICES, LLC46,386$3.0M0.01%Share
39Sanctuary Advisors, LLC36,608$2.9M0.02%Share
40One Capital Management, LLC36,056$2.8M0.09%Share
41FINANCIAL MANAGEMENT NETWORK INC35,836$2.8M0.45%Share
42Concurrent Investment Advisors, LLC28,602$2.2M0.03%Share
43TRUIST FINANCIAL CORP26,494$2.1M0.00%Share
44CITADEL ADVISORS LLC37,629$2.0M0.00%Share
45Equitable Holdings, Inc.33,886$2.0M0.01%Share
46CWM, LLC22,039$1.7M0.00%Share
47FSA WEALTH PARTNERS, INC.21,411$1.7M0.60%Share
48JBR Co Financial Management Inc20,422$1.6M0.67%Share
49Proactive Wealth Strategies LLC19,802$1.6M0.62%Share
50Stratos Wealth Partners, LTD.19,364$1.5M0.02%Share

PTNQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025152$735.5M+65
Q3 202587$651.3B-44
Q2 2025131$586.1B-5
Q1 2025136$694.4B+9
Q4 2024127$56.5T+32
Q3 202495$444.3T-2
Q2 202497$440.5T+10
Q1 202487$404.6T—

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As of Q4 2025, 50 institutional investors hold PTNQ (Pacer Trendpilot 100 ETF). The largest holder is LPL Financial LLC with $122.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PTNQ?

As of Q4 2025, 50 institutional investors report holding PTNQ (Pacer Trendpilot 100 ETF) in their 13F filings.

Who is the largest institutional holder of PTNQ?

The largest institutional holder of PTNQ is LPL Financial LLC with $122.0M in shares.

Is institutional ownership of PTNQ increasing or decreasing?

This quarter, 15 institutions opened new positions in PTNQ and 1 closed their positions.