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PTIN Institutional Ownership

Pacer Trendpilot International ETF
1W: -1.0% 1M: -1.9% 3M: -0.6% YTD: +15.1% 1Y: +19.5% 3Y: +49.1% 5Y: +35.5%
$36.81
+0.42 (+1.16%)
 
Weekly Expected Move ±2.2%
$35 $36 $37 $38 $38
ETF AMEX · AUM $182.9M

Institutional Ownership — PTIN

56
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
144M
Total Invested
4
New Positions
14
Increased
26
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (60 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 550,209 20M +17,391 +3.3% 29Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 453,278 17M -244,352 -35.0% 7Q SEC ↗
3 Cetera Investment Advisers 398,969 15M -26,574 -6.2% 15Q SEC ↗
4 Pacer Advisors, Inc. 340,596 13M +3,468 +1.0% 20Q SEC ↗
5 WELLS FARGO & COMPANY/MN 283,070 10M -10,536 -3.6% 26Q SEC ↗
6 MBL Wealth, LLC 250,351 9M -2,294 -0.9% 18Q SEC ↗
7 Bullock Wealth Management Group 214,632 8M +14,817 +7.4% 3Q SEC ↗
8 AlphaCore Capital LLC 210,041 8M +10,848 +5.4% 3Q SEC ↗
9 Empirical Finance, LLC 152,824 6M -40,255 -20.8% 2Q SEC ↗
10 ENVESTNET ASSET MANAGEMENT INC 129,318 5M -1,687 -1.3% 28Q SEC ↗
11 MML INVESTORS SERVICES, LLC 98,012 4M +1,643 +1.7% 5Q SEC ↗
12 MATHER GROUP, LLC. 78,619 3M -16,468 -17.3% 2Q SEC ↗
13 Cambridge Investment Research Advisors 69,928 3M -3,818 -5.2% 28Q SEC ↗
14 UNIQUE WEALTH, LLC 52,631 2M +40,255 +325.3% 6Q SEC ↗
15 STIFEL FINANCIAL CORP 49,849 2M -1,282 -2.5% 27Q SEC ↗
16 COMMONWEALTH EQUITY SERVICES, LLC 47,438 2M -71,685 -60.2% 27Q SEC ↗
17 JANE STREET GROUP, LLC NEW 46,626 2M — +0.0% 1Q SEC ↗
18 One Degree Advisors Inc 41,132 2M +2,279 +5.9% 7Q SEC ↗
19 OSAIC HOLDINGS, INC. 39,762 1M -6,836 -14.7% 26Q SEC ↗
20 Henderson Brothers Financial Partners, 38,047 1M -34,487 -47.5% 2Q SEC ↗
21 Whitaker-Myers Wealth Managers, LTD. 37,266 1M -3,693 -9.0% 15Q SEC ↗
22 Summit Financial, LLC 36,932 1M +8,693 +30.8% 4Q SEC ↗
23 ROYAL BANK OF CANADA 35,981 1M -560 -1.5% 27Q SEC ↗
24 Kathmere Capital Management, LLC 28,385 1M -938 -3.2% 20Q SEC ↗
25 AMERIPRISE FINANCIAL INC 23,372 860K +5,051 +27.6% 10Q SEC ↗
26 MONECO ADVISORS, LLC 20,680 761K -756 -3.5% 20Q SEC ↗
27 Kestra Advisory Services, LLC 20,436 752K +1,900 +10.3% 22Q SEC ↗
28 NewEdge Advisors, LLC 18,729 689K -260 -1.4% 8Q SEC ↗
29 ADE, LLC 18,426 678K -2,485 -11.9% 23Q SEC ↗
30 Wealthspire Retirement, LLC 15,725 579K +184 +1.2% 3Q SEC ↗
31 Steward Partners Investment Advisory, 15,539 572K -2 -0.0% 18Q SEC ↗
32 Private Advisor Group, LLC 14,863 547K -1,293 -8.0% 28Q SEC ↗
33 Legacy Trust 14,550 536K — +0.0% 15Q SEC ↗
34 Jacobi Capital Management LLC 12,377 456K — +0.0% 7Q SEC ↗
35 GeoWealth Management, LLC 11,934 439K +673 +6.0% 2Q SEC ↗
36 J2 Capital Management Inc 9,892 364K -78 -0.8% 4Q SEC ↗
37 PRIVATE TRUST CO NA 9,273 341K — +0.0% 11Q SEC ↗
38 Clark Asset Management, LLC 9,054 333K — +0.0% 2Q SEC ↗
39 Concurrent Investment Advisors, LLC 8,570 315K -1,347 -13.6% 9Q SEC ↗
40 MGO ONE SEVEN LLC 6,239 230K -51 -0.8% 3Q SEC ↗
41 SYKON CAPITAL LLC NEW 6,122 225K — +0.0% 1Q SEC ↗
42 Capital Investment Advisory Services, 5,148 189K +391 +8.2% 5Q SEC ↗
43 AMERIFLEX GROUP, INC. 2,797 103K +1,510 +117.3% 2Q SEC ↗
44 HARBOUR INVESTMENTS, INC. 2,375 87K — +0.0% 17Q SEC ↗
45 MORGAN STANLEY 1,345 50K — +0.0% 20Q SEC ↗
46 IFP Advisors, Inc 1,248 46K — +0.0% 21Q SEC ↗
47 EverSource Wealth Advisors, LLC 1,063 39K — +0.0% 11Q SEC ↗
48 INTERNATIONAL ASSETS INVESTMENT MANAGE 942 35K — +0.0% 3Q SEC ↗
49 IFG Advisory, LLC NEW 884 33K — +0.0% 1Q SEC ↗
50 Regatta Research & Money Management NEW 876 32K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (7)
Biggest Increases (14)
HolderAddedChange %Total Shares
UNIQUE WEALTH, LLC +40,255 +325.3% 52,631
LPL Financial LLC +17,391 +3.3% 550,209
Bullock Wealth Management Group +14,817 +7.4% 214,632
AlphaCore Capital LLC +10,848 +5.4% 210,041
Summit Financial, LLC +8,693 +30.8% 36,932
AMERIPRISE FINANCIAL INC +5,051 +27.6% 23,372
Pacer Advisors, Inc. +3,468 +1.0% 340,596
One Degree Advisors Inc +2,279 +5.9% 41,132
Kestra Advisory Services, LLC +1,900 +10.3% 20,436
MML INVESTORS SERVICES, LLC +1,643 +1.7% 98,012
AMERIFLEX GROUP, INC. +1,510 +117.3% 2,797
GeoWealth Management, LLC +673 +6.0% 11,934
Capital Investment Advisory Service +391 +8.2% 5,148
Wealthspire Retirement, LLC +184 +1.2% 15,725
Biggest Decreases (20)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -244,352 -35.0% 453,278
COMMONWEALTH EQUITY SERVICES, LLC -71,685 -60.2% 47,438
Empirical Finance, LLC -40,255 -20.8% 152,824
Henderson Brothers Financial Partne -34,487 -47.5% 38,047
Cetera Investment Advisers -26,574 -6.2% 398,969
MATHER GROUP, LLC. -16,468 -17.3% 78,619
WELLS FARGO & COMPANY/MN -10,536 -3.6% 283,070
OSAIC HOLDINGS, INC. -6,836 -14.7% 39,762
Cambridge Investment Research Advis -3,818 -5.2% 69,928
Whitaker-Myers Wealth Managers, LTD -3,693 -9.0% 37,266
ADE, LLC -2,485 -11.9% 18,426
MBL Wealth, LLC -2,294 -0.9% 250,351
ENVESTNET ASSET MANAGEMENT INC -1,687 -1.3% 129,318
Concurrent Investment Advisors, LLC -1,347 -13.6% 8,570
Private Advisor Group, LLC -1,293 -8.0% 14,863
STIFEL FINANCIAL CORP -1,282 -2.5% 49,849
Kathmere Capital Management, LLC -938 -3.2% 28,385
MONECO ADVISORS, LLC -756 -3.5% 20,680
ROYAL BANK OF CANADA -560 -1.5% 35,981
NewEdge Advisors, LLC -260 -1.4% 18,729

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms