PATN Institutional Ownership & Shareholders
PACER NASDAQ INT PAT LDR (PATN) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $141.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PATN tracked by InsiderSet, reporting ownership valued at approximately $27.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.66M, representing an estimated loss of -11.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PATN value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Advisory Resource Group, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PACER NASDAQ INT PAT LDR (PATN).
This page ranks the largest institutional PATN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$141.90M
Largest Holder
Lpl Financial Llc
Largest Position
$27.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 746,874 | $27,764,373 | $24,661,779 | -$3,102,594 | -11.17% | |
| Advisory Resource Group | 2.82% | 548,744 | $19,573,690 | $18,119,527 | -$1,454,163 | -7.43% | |
| Raymond James Financial Inc | 0.00% | 278,098 | $10,338,043 | $9,182,796 | -$1,155,247 | -11.17% | |
| Osaic Holdings, Inc. | 0.01% | 241,301 | $8,969,533 | $7,967,759 | -$1,001,774 | -11.17% | |
| Sunrise Financial Services, Llc | 3.91% | 198,008 | $7,062,944 | $6,538,224 | -$524,720 | -7.43% | |
| Capital Investment Advisory Services, Llc | 0.36% | 164,594 | $5,871,068 | $5,434,894 | -$436,174 | -7.43% | |
| Cetera Investment Advisers | 0.00% | 144,427 | $5,368,940 | $4,768,980 | -$599,960 | -11.17% | |
| Stratos Wealth Advisors, Llc | 0.24% | 117,586 | $4,371,164 | $3,882,690 | -$488,474 | -11.17% | |
| Belpointe Asset Management Llc | 0.14% | 117,340 | $4,362,018 | $3,874,567 | -$487,451 | -11.17% | |
| Clg Llc | 0.88% | 118,812 | $4,238,033 | $3,923,172 | -$314,861 | -7.43% | |
| Southern Capital Services Inc | 2.22% | 109,383 | $3,901,686 | $3,611,827 | -$289,859 | -7.43% | |
| Segment Wealth Management, Llc | 0.19% | 101,163 | $3,608,484 | $3,340,402 | -$268,082 | -7.43% | |
| Flow Traders U.S. Llc | 0.14% | 92,141 | $3,425,000 | $3,042,496 | -$382,504 | -11.17% | |
| Western Wealth Management, Llc | 0.10% | 78,787 | $2,928,830 | $2,601,547 | -$327,283 | -11.17% | |
| Independent Financial Group, Llc | 0.05% | 77,657 | $2,770,019 | $2,564,234 | -$205,785 | -7.43% | |
| Benjamin Edwards Inc | 0.02% | 66,176 | $2,459,943 | $2,185,132 | -$274,811 | -11.17% | |
| Harbour Investments, Inc. | 0.03% | 64,563 | $2,400,058 | $2,131,870 | -$268,188 | -11.17% | |
| Envestnet Asset Management Inc | 0.00% | 64,361 | $2,392,581 | $2,125,200 | -$267,381 | -11.18% | |
| Purus Wealth Management, Llc | 0.42% | 43,338 | $1,545,856 | $1,431,021 | -$114,835 | -7.43% | |
| Newedge Advisors, Llc | 0.00% | 41,097 | $1,527,745 | $1,357,023 | -$170,722 | -11.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,440 | $1,478,170 | $1,368,349 | -$109,821 | -7.43% | |
| Rubicon Advisors, Gp | 0.94% | 37,738 | $1,346,113 | $1,246,109 | -$100,004 | -7.43% | |
| Smart Portfolios, Llc | 1.33% | 46,951 | $1,334,059 | $1,550,322 | +$216,263 | +16.21% | |
| Mascagni Wealth Management, Inc. | 0.63% | 29,059 | $1,036,542 | $959,528 | -$77,014 | -7.43% | |
| Fortis Group Advisors, Llc | 0.14% | 24,269 | $902,178 | $801,362 | -$100,816 | -11.17% | |
| Churchill Financial Advisors, Llc | 0.18% | 25,199 | $898,848 | $832,071 | -$66,777 | -7.43% | |
| Sovran Advisors, Llc | 0.06% | 25,201 | $854,449 | $832,137 | -$22,312 | -2.61% | |
| Ifp Advisors, Inc | 0.01% | 22,959 | $818,948 | $758,106 | -$60,842 | -7.43% | |
| Jane Street Group, Llc | 0.00% | 21,619 | $803,667 | $713,859 | -$89,808 | -11.17% | |
| Oxenfree Capital Llc | 0.31% | 19,757 | $716,997 | $652,376 | -$64,621 | -9.01% | |
| Kestra Private Wealth Services, Llc | 0.01% | 18,955 | $676,119 | $625,894 | -$50,225 | -7.43% | |
| Atlas Wealth Llc | 0.10% | 18,084 | $672,256 | $597,134 | -$75,122 | -11.17% | |
| Equitable Holdings, Inc. | 0.00% | 17,465 | $649,245 | $576,694 | -$72,551 | -11.17% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,536 | $614,711 | $546,019 | -$68,692 | -11.17% | |
| Optivise Advisory Services Llc | 0.27% | 15,255 | $544,134 | $503,720 | -$40,414 | -7.43% | |
| Private Advisor Group, Llc | 0.00% | 13,268 | $493,246 | $438,109 | -$55,137 | -11.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,579 | $443,030 | $415,359 | -$27,671 | -6.25% | |
| Signature Equity Partners, Llc | 0.11% | 9,097 | $324,484 | $300,383 | -$24,101 | -7.43% | |
| International Assets Investment Management, Llc | 0.02% | 8,800 | $315,392 | $290,576 | -$24,816 | -7.87% | |
| Creative Financial Designs Inc | 0.01% | 8,170 | $303,712 | $269,773 | -$33,939 | -11.17% | |
| Advisory Services Network, Llc | 0.00% | 7,330 | $272,468 | $242,037 | -$30,431 | -11.17% | |
| Kestra Advisory Services, Llc | 0.00% | 7,459 | $266,070 | $246,296 | -$19,774 | -7.43% | |
| Vann Equity Management Llc | 0.15% | 7,163 | $255,514 | $236,522 | -$18,992 | -7.43% | |
| Mml Investors Services, Llc | 0.00% | 6,587 | $244,880 | $217,503 | -$27,377 | -11.18% | |
| Triumph Capital Management | 0.04% | 6,750 | $240,774 | $222,885 | -$17,889 | -7.43% | |
| Jacksonville Wealth Management, Llc | 0.11% | 5,985 | $213,473 | $197,625 | -$15,848 | -7.42% | |
| Farther Finance Advisors, Llc | 0.00% | 2,967 | $105,833 | $97,970 | -$7,863 | -7.43% | |
| Founders Financial Alliance, Llc | 0.01% | 2,200 | $81,783 | $72,644 | -$9,139 | -11.17% | |
| Morgan Stanley | 0.00% | 1,000 | $37,174 | $33,020 | -$4,154 | -11.17% | |
| Murphy & Mullick Capital Management Corp | 0.02% | 1,000 | $35,670 | $33,020 | -$2,650 | -7.43% |
Frequently asked questions about PATN
Who are the largest institutional holders of PATN?
The largest institutional holders of PATN reported in the latest SEC Form 13F filings include Lpl Financial Llc, Advisory Resource Group, Raymond James Financial Inc, Osaic Holdings, Inc., and Sunrise Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported PATN position.
What is PATN institutional ownership?
This page tracks PATN positions reported by institutional investment managers through SEC Form 13F. PACER NASDAQ INT PAT LDR (PATN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PATN?
InsiderSet currently tracks 53 institutional managers reporting PATN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PATN shareholders.
How much PATN stock do institutions own?
Institutional investment managers disclosed approximately $141.90M in PATN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PATN institutional ownership last updated?
The latest PATN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PATN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PATN position after the reporting date.
Are institutions buying or selling PATN?
Institutional buying and selling can be analyzed by comparing PATN positions across consecutive 13F reporting periods. InsiderSet's PATN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PATN ownership changes.
How has PATN institutional ownership changed over time?
InsiderSet tracks PATN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.