PACER TRENDPILOT 100 ETF (PTNQ) Institutional Shareholders
PACER TRENDPILOT 100 ETF (PTNQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $754.34M in PTNQ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PTNQ tracked by InsiderSet, reporting ownership valued at approximately $117.92M 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 $115.66M, representing an estimated loss of -1.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PTNQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PACER TRENDPILOT 100 ETF (PTNQ).
This page ranks the largest institutional PTNQ 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
152
Total Reported Value
$754.34M
Largest Holder
Lpl Financial Llc
Largest Position
$117.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 1,330,177 | $117,920,207 | $115,663,812 | -$2,256,395 | -1.91% | |
| Raymond James Financial Inc | 0.02% | 1,010,716 | $89,599,958 | $87,885,496 | -$1,714,462 | -1.91% | |
| Bank Of America Corp | 0.01% | 882,447 | $78,228,970 | $76,732,032 | -$1,496,938 | -1.91% | |
| Morgan Stanley | 0.00% | 881,718 | $78,164,358 | $76,668,642 | -$1,495,716 | -1.91% | |
| Wells Fargo & Company/Mn | 0.01% | 505,099 | $44,777,017 | $43,920,227 | -$856,790 | -1.91% | |
| Cetera Investment Advisers | 0.04% | 448,548 | $39,763,745 | $39,002,908 | -$760,837 | -1.91% | |
| One Capital Management, Llc | 0.54% | 266,942 | $19,476,088 | $23,211,595 | +$3,735,507 | +19.18% | |
| Ubs Group Ag | 0.00% | 212,251 | $18,816,052 | $18,456,010 | -$360,042 | -1.91% | |
| Geneos Wealth Management Inc. | 0.34% | 190,230 | $16,863,918 | $16,541,202 | -$322,716 | -1.91% | |
| Newedge Advisors, Llc | 0.04% | 158,702 | $14,069,013 | $13,799,726 | -$269,287 | -1.91% | |
| Osaic Holdings, Inc. | 0.02% | 150,030 | $13,301,273 | $13,045,664 | -$255,609 | -1.92% | |
| Royal Bank Of Canada | 0.00% | 148,597 | $13,173,000 | $12,921,059 | -$251,941 | -1.91% | |
| Pacer Advisors, Inc. | 0.03% | 145,423 | $12,892,000 | $12,645,068 | -$246,932 | -1.92% | |
| Rockefeller Capital Management L.P. | 0.02% | 130,523 | $11,570,907 | $11,349,458 | -$221,449 | -1.91% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 129,221 | $11,455,467 | $11,236,244 | -$219,223 | -1.91% | |
| My Wealth Management Inc. | 7.74% | 123,970 | $10,989,915 | $10,779,650 | -$210,265 | -1.91% | |
| Level Four Advisory Services, Llc | 0.29% | 117,178 | $10,387,868 | $10,189,061 | -$198,807 | -1.91% | |
| Commonwealth Equity Services, Llc | 0.01% | 91,208 | $8,085,626 | $7,930,873 | -$154,753 | -1.91% | |
| Envestnet Asset Management Inc | 0.00% | 66,984 | $5,938,134 | $5,824,507 | -$113,627 | -1.91% | |
| Kestra Advisory Services, Llc | 0.02% | 65,941 | $5,845,667 | $5,733,814 | -$111,853 | -1.91% | |
| Mbl Wealth, Llc | 0.39% | 63,893 | $5,664,115 | $5,555,733 | -$108,382 | -1.91% | |
| Stifel Financial Corp | 0.00% | 58,881 | $5,219,790 | $5,119,921 | -$99,869 | -1.91% | |
| Prospera Financial Services Inc | 0.07% | 56,452 | $5,011,480 | $4,908,710 | -$102,770 | -2.05% | |
| Private Advisor Group, Llc | 0.02% | 53,629 | $4,754,234 | $4,663,240 | -$90,994 | -1.91% | |
| Aft, Forsyth & Sober, Llc | 1.29% | 56,625 | $4,131,360 | $4,923,753 | +$792,393 | +19.18% | |
| Odonnell Financial Services, Llc | 1.19% | 45,505 | $4,034,018 | $3,956,828 | -$77,190 | -1.91% | |
| Western Wealth Management, Llc | 0.13% | 43,254 | $3,834,426 | $3,761,095 | -$73,331 | -1.91% | |
| Vienna Asset Management Llc | 2.62% | 41,564 | $3,684,629 | $3,614,144 | -$70,485 | -1.91% | |
| Moneco Advisors, Llc | 0.22% | 40,872 | $3,623,339 | $3,553,972 | -$69,367 | -1.91% | |
| Creative Financial Designs Inc | 0.17% | 40,082 | $3,553,306 | $3,485,278 | -$68,028 | -1.91% | |
| Janney Montgomery Scott Llc | 0.01% | 39,813 | $3,529,000 | $3,461,888 | -$67,112 | -1.90% | |
| Sanctuary Advisors, Llc | 0.02% | 37,532 | $3,327,247 | $3,263,546 | -$63,701 | -1.91% | |
| Empirical Finance, Llc | 0.14% | 37,480 | $3,322,602 | $3,259,025 | -$63,577 | -1.91% | |
| Bryn Mawr Trust Advisors, Llc | 0.14% | 37,168 | $3,294,931 | $3,231,895 | -$63,036 | -1.91% | |
| Citadel Advisors Llc | 0.00% | 36,578 | $3,242,640 | $3,180,592 | -$62,048 | -1.91% | |
| Mml Investors Services, Llc | 0.01% | 33,381 | $2,959,221 | $2,902,601 | -$56,620 | -1.91% | |
| Financial Management Network Inc | 0.41% | 33,867 | $2,844,071 | $2,944,861 | +$100,790 | +3.54% | |
| Concurrent Investment Advisors, Llc | 0.02% | 28,926 | $2,564,280 | $2,515,223 | -$49,057 | -1.91% | |
| Dedeker Financial Llc | 1.36% | 26,982 | $2,391,924 | $2,346,185 | -$45,739 | -1.91% | |
| Proactive Wealth Strategies Llc | 0.34% | 23,753 | $2,105,696 | $2,065,411 | -$40,285 | -1.91% | |
| Truist Financial Corp | 0.00% | 21,301 | $1,888,302 | $1,852,201 | -$36,101 | -1.91% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 19,614 | $1,738,849 | $1,705,510 | -$33,339 | -1.92% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,332 | $1,603,900 | $1,594,035 | -$9,865 | -0.62% | |
| &Partners | 0.01% | 17,676 | $1,563,490 | $1,536,994 | -$26,496 | -1.69% | |
| Susquehanna International Group, Llp | 0.00% | 17,306 | $1,534,177 | $1,504,821 | -$29,356 | -1.91% | |
| Jbr Co Financial Management Inc | 0.54% | 16,704 | $1,480,810 | $1,452,475 | -$28,335 | -1.91% | |
| Cwm, Llc | 0.00% | 20,137 | $1,469,196 | $1,750,987 | +$281,791 | +19.18% | |
| Mather Group, Llc. | 0.01% | 16,520 | $1,464,498 | $1,436,475 | -$28,023 | -1.91% | |
| Harbour Investments, Inc. | 0.02% | 15,975 | $1,416,184 | $1,389,085 | -$27,099 | -1.91% | |
| J.W. Cole Advisors, Inc. | 0.02% | 15,467 | $1,371,160 | $1,344,913 | -$26,247 | -1.91% |
Frequently asked questions about PTNQ
Who owns the most PTNQ stock?
The largest holders of PTNQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER TRENDPILOT 100 ETF (PTNQ).
Is PTNQ widely held by superinvestors?
Many widely followed stocks like PTNQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTNQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.