PACER NASDAQ INT PAT LDR (PATN) Institutional Ownership Changes & 13F Activity
PACER NASDAQ INT PAT LDR (PATN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Raymond James Financial Inc, Truist Financial Corp, Belpointe Asset Management Llc, and Western Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | Buy | +17,465 | — | 17,465 | $649.25K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +268,977 | +2949.0% | 278,098 | $10.34M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +78,787 | — | 78,787 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +48,131 | +109.4% | 92,141 | $3.42M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +42,829 | +21.6% | 241,301 | $8.97M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -41,610 | -65.8% | 21,619 | $803.67K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +5,362 | +48.0% | 16,536 | $614.71K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,000 | — | 1,000 | $37.17K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +69,636 | +93.1% | 144,427 | $5.37M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +41,097 | — | 41,097 | $1.53M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +24,983 | +63.1% | 64,563 | $2.40M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +6,031 | +464.3% | 7,330 | $272.47K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +4,089 | +3.6% | 117,586 | $4.37M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +736,718 | +7254.0% | 746,874 | $27.76M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +6,587 | — | 6,587 | $244.88K | Q2 2026 | Aug 07, 2026 |
| Td Capital Management Llc | Buy | +133 | — | 133 | $4.94K | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, Llc | Buy | +2,200 | — | 2,200 | $81.78K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -47,146 | -42.3% | 64,361 | $2.39M | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management Llc | Buy | +117,340 | — | 117,340 | $4.36M | Q2 2026 | Jul 31, 2026 |
| Mascagni Wealth Management, Inc. | Buy | +2,845 | +13.0% | 24,716 | $918.81K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +31,692 | +14.3% | 253,336 | $9.42K | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, Llc | Buy | +6,617 | — | 6,617 | $245.97K | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, Llc | Buy | +3,309 | +25.8% | 16,112 | $538.44K | Q2 2026 | Jul 30, 2026 |
| Rubicon Advisors, Gp | Buy | +36,453 | — | 36,453 | $1.36M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +14,100 | — | 14,100 | $524.15K | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +140,234 | — | 140,234 | $5.21M | Q2 2026 | Jul 28, 2026 |
| Atlas Wealth Llc | Buy | +18,084 | — | 18,084 | $672.26K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Buy | +6,631 | — | 6,631 | $246.50K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +5,970 | +271.4% | 8,170 | $303.71K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +13,268 | — | 13,268 | $493.25K | Q2 2026 | Jul 27, 2026 |
Frequently asked questions about PATN activity
Which institutional owners are buying PATN?
Institutional owners buying PATN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PATN activity?
"Buy" means an investor increased their reported position in PATN compared to the prior reporting period. This reflects growing exposure to PACER NASDAQ INT PAT LDR (PATN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PATN increasing?
Institutional interest in PATN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.