PATN Institutional Ownership
Pacer Nasdaq International Patent Leaders ETF
1W: +1.2%
1M: +3.8%
3M: -0.5%
YTD: +32.6%
1Y: +39.2%
$36.62
+0.79 (+2.19%)
Weekly Expected Move ±3.0%
$34
$36
$37
$38
$39
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Institutional Ownership — PATN
48
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
133M
Total Invested
21
New Positions
14
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (49 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 746,874 | $27M | +736,718 | +7254.0% | 2Q | SEC ↗ |
| 2 | Advisory Resource Group | 591,588 | $22M | -36,489 | -5.8% | 6Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 278,098 | $10M | +268,977 | +2949.0% | 2Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 253,336 | $9M | +31,692 | +14.3% | 2Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 241,301 | $9M | +42,829 | +21.6% | 5Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 144,427 | $5M | +69,636 | +93.1% | 3Q | SEC ↗ |
| 7 | TRUIST FINANCIAL CORP NEW | 140,234 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 121,418 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Stratos Wealth Advisors, LLC | 117,586 | $4M | +4,089 | +3.6% | 2Q | SEC ↗ |
| 10 | Belpointe Asset Management LLC NEW | 117,340 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | SOUTHERN CAPITAL SERVICES INC /ADV NEW | 104,350 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 12 | FLOW TRADERS U.S. LLC | 92,141 | $3M | +48,131 | +109.4% | 3Q | SEC ↗ |
| 13 | Western Wealth Management, LLC NEW | 78,787 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 14 | BENJAMIN EDWARDS INC | 66,176 | $2M | -15,927 | -19.4% | 2Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 64,563 | $2M | +24,983 | +63.1% | 3Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 64,361 | $2M | -47,146 | -42.3% | 2Q | SEC ↗ |
| 17 | Smart Portfolios, LLC | 46,951 | $2M | +1,431 | +3.1% | 2Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC NEW | 41,097 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Rubicon Advisors, GP NEW | 36,453 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Mascagni Wealth Management, Inc. | 24,716 | $905K | +2,845 | +13.0% | 2Q | SEC ↗ |
| 21 | Fortis Group Advisors, LLC NEW | 24,269 | $889K | — | +0.0% | 1Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 21,619 | $792K | -41,610 | -65.8% | 2Q | SEC ↗ |
| 23 | OxenFree Capital LLC NEW | 19,093 | $699K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Atlas Wealth LLC NEW | 18,084 | $662K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Equitable Holdings, Inc. NEW | 17,465 | $640K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Steward Partners Investment Advisory, | 16,536 | $606K | +5,362 | +48.0% | 2Q | SEC ↗ |
| 27 | Sovran Advisors, LLC | 16,112 | $590K | +3,309 | +25.8% | 2Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 14,100 | $516K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Private Advisor Group, LLC NEW | 13,268 | $486K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Optivise Advisory Services LLC NEW | 12,619 | $462K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Sankala Group LLC | 11,906 | $436K | +3,950 | +49.6% | 3Q | SEC ↗ |
| 32 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 8,800 | $322K | — | +0.0% | 3Q | SEC ↗ |
| 33 | CREATIVE FINANCIAL DESIGNS INC /ADV | 8,170 | $299K | +5,970 | +271.4% | 2Q | SEC ↗ |
| 34 | Advisory Services Network, LLC | 7,330 | $268K | +6,031 | +464.3% | 2Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 7,065 | $259K | -6,242 | -46.9% | 2Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC NEW | 6,631 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Signature Equity Partners, LLC NEW | 6,617 | $242K | — | +0.0% | 1Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC NEW | 6,587 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Triumph Capital Management NEW | 4,027 | $147K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Founders Financial Alliance, LLC NEW | 2,200 | $81K | — | +0.0% | 1Q | SEC ↗ |
| 41 | MORGAN STANLEY NEW | 1,000 | $37K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Golden State Wealth Management, LLC | 630 | $23K | — | +0.0% | 2Q | SEC ↗ |
| 43 | EverSource Wealth Advisors, LLC | 525 | $19K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Farther Finance Advisors, LLC | 250 | $9K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Key Capital Management, INC | 136 | $5K | — | +0.0% | 2Q | SEC ↗ |
| 46 | TD Capital Management LLC NEW | 133 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 47 | GTS SECURITIES LLC | 0 | $0K | -52,729 | -100.0% | 1Q | SEC ↗ |
| 48 | Sound Income Strategies, LLC | 0 | $0K | -350 | -100.0% | 2Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 0 | $0K | -12,939 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TRUIST FINANCIAL CORP | 140,234 | $5M |
| INDEPENDENT FINANCIAL GROUP, LLC | 121,418 | $4M |
| Belpointe Asset Management LLC | 117,340 | $4M |
| SOUTHERN CAPITAL SERVICES INC /ADV | 104,350 | $4M |
| Western Wealth Management, LLC | 78,787 | $3M |
| NewEdge Advisors, LLC | 41,097 | $2M |
| Rubicon Advisors, GP | 36,453 | $1M |
| Fortis Group Advisors, LLC | 24,269 | $889K |
| OxenFree Capital LLC | 19,093 | $699K |
| Atlas Wealth LLC | 18,084 | $662K |
| Equitable Holdings, Inc. | 17,465 | $640K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,100 | $516K |
| Private Advisor Group, LLC | 13,268 | $486K |
| Optivise Advisory Services LLC | 12,619 | $462K |
| Kestra Advisory Services, LLC | 6,631 | $243K |
| Signature Equity Partners, LLC | 6,617 | $242K |
| MML INVESTORS SERVICES, LLC | 6,587 | $241K |
| Triumph Capital Management | 4,027 | $147K |
| Founders Financial Alliance, LLC | 2,200 | $81K |
| MORGAN STANLEY | 1,000 | $37K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 52,729 | $2M |
| CITADEL ADVISORS LLC | 12,939 | $474K |
| Sound Income Strategies, LLC | 350 | $13K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +736,718 | +7254.0% | 746,874 |
| RAYMOND JAMES FINANCIAL INC | +268,977 | +2949.0% | 278,098 |
| Cetera Investment Advisers | +69,636 | +93.1% | 144,427 |
| FLOW TRADERS U.S. LLC | +48,131 | +109.4% | 92,141 |
| OSAIC HOLDINGS, INC. | +42,829 | +21.6% | 241,301 |
| Cambridge Investment Research Advis | +31,692 | +14.3% | 253,336 |
| HARBOUR INVESTMENTS, INC. | +24,983 | +63.1% | 64,563 |
| Advisory Services Network, LLC | +6,031 | +464.3% | 7,330 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +5,970 | +271.4% | 8,170 |
| Steward Partners Investment Advisor | +5,362 | +48.0% | 16,536 |
| Stratos Wealth Advisors, LLC | +4,089 | +3.6% | 117,586 |
| Sankala Group LLC | +3,950 | +49.6% | 11,906 |
| Sovran Advisors, LLC | +3,309 | +25.8% | 16,112 |
| Mascagni Wealth Management, Inc. | +2,845 | +13.0% | 24,716 |
| Smart Portfolios, LLC | +1,431 | +3.1% | 46,951 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -47,146 | -42.3% | 64,361 |
| JANE STREET GROUP, LLC | -41,610 | -65.8% | 21,619 |
| Advisory Resource Group | -36,489 | -5.8% | 591,588 |
| BENJAMIN EDWARDS INC | -15,927 | -19.4% | 66,176 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -6,242 | -46.9% | 7,065 |