13FBOX
PACER FDS TR TRENDPILOT 100 · 13F Institutional Holdings
Options Calculator Rankings
P

PACER FDS TR TRENDPILOT 100

PTNQ
Institutions
160
Combined AUM (Q2 2026)
$793.1M
Combined Shares (Q2 2026)
9.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+496,117
60 · 24 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.3M
84 · 22 Exit · ≈
⚖️ Net
-797,278
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$793.1M
Institutions
160
New Buys
24
Adds
36
Reduces
62
Exits
22
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.03%0.03%#65$117.9M1.3M$104.7M1.4M-104,432-7.28%Reduce
RAYMOND JAMES FINANCIAL INC
0.02%0.02%#69$89.6M1.0M$60.8M833,944+176,772+21.20%Add
BANK OF AMERICA CORP /DE/
0.01%<0.01%#112$78.2M882,447$68.5M939,147-56,700-6.04%Reduce
MORGAN STANLEY
<0.01%0.01%#115$78.2M881,718$84.3M1.1M-205,516-18.90%Reduce
WELLS FARGO & COMPANY/MN
0.01%0.01%#103$44.8M505,099$40.9M560,595-55,496-9.90%Reduce
Cetera Investment Advisers
0.04%0.05%#58$39.8M448,548$47.3M648,564-200,016-30.84%Reduce
Cambridge Investment Research Advisors, Inc.
0.09%0.08%#41$37.4M422,014$31.6M433,063-11,049-2.55%Reduce
One Capital Management, LLC
0.55%0.53%#10$19.5M266,942$19.5M266,94200.00%Unchanged
UBS Group AG
<0.01%<0.01%#120$18.8M212,251$17.2M236,066-23,815-10.09%Reduce
Geneos Wealth Management Inc.
0.34%0.28%#16$16.9M190,230$12.0M165,141+25,089+15.19%Add
NewEdge Advisors, LLC
0.04%0.04%#55$14.1M158,702$11.2M153,718+4,984+3.24%Add
OSAIC HOLDINGS, INC.
0.02%0.01%#86$13.3M150,030$10.2M139,753+10,277+7.35%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#128$13.2M148,597$11.7M160,648-12,051-7.50%Reduce
Pacer Advisors, Inc.
0.04%0.03%#57$12.9M145,423$10.0M137,010+8,413+6.14%Add
Rockefeller Capital Management L.P.
0.02%0.02%#80$11.6M130,523$10.2M139,257-8,734-6.27%Reduce
Steward Partners Investment Advisory, LLC
0.06%0.05%#49$11.5M129,221$10.0M136,641-7,420-5.43%Reduce
MY Wealth Management Inc.
7.71%#1$11.0M123,970$00+123,970New Buy
LEVEL FOUR ADVISORY SERVICES, LLC
0.29%0.28%#20$10.4M117,178$8.4M115,255+1,923+1.67%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#98$8.1M91,208$7.2M98,149-6,941-7.07%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#132$5.9M66,984$5.7M77,888-10,904-14.00%Reduce
Kestra Advisory Services, LLC
0.02%0.02%#78$5.8M65,941$5.1M69,636-3,695-5.31%Reduce
MBL Wealth, LLC
0.39%0.36%#15$5.7M63,893$4.8M65,890-1,997-3.03%Reduce
STIFEL FINANCIAL CORP
<0.01%0.01%#114$5.2M58,881$5.8M79,881-21,000-26.29%Reduce
Prospera Financial Services Inc
0.07%0.06%#42$5.0M56,452$3.8M51,828+4,624+8.92%Add
Private Advisor Group, LLC
0.02%0.02%#74$4.8M53,629$3.8M51,761+1,868+3.61%Add
Aft, Forsyth & Sober, LLC
1.27%1.26%#5$4.1M56,625$4.1M56,62500.00%Unchanged
ODonnell Financial Services, LLC
1.19%1.21%#6$4.0M45,505$3.5M48,029-2,524-5.26%Reduce
Western Wealth Management, LLC
0.13%0.12%#37$3.8M43,254$3.3M44,571-1,317-2.95%Reduce
Vienna Asset Management LLC
2.58%2.82%#3$3.7M41,564$3.6M49,811-8,247-16.56%Reduce
MONECO ADVISORS, LLC
0.22%0.24%#24$3.6M40,872$3.1M42,076-1,204-2.86%Reduce
CREATIVE FINANCIAL DESIGNS INC /ADV
0.17%0.82%#31$3.6M40,082$13.5M185,277-145,195-78.37%Reduce
Janney Montgomery Scott LLC
0.01%0.01%#105$3.5M39,813$2.9M39,082+731+1.87%Add
Sanctuary Advisors, LLC
0.02%0.01%#88$3.3M37,532$2.7M36,477+1,055+2.89%Add
Empirical Finance, LLC
0.14%0.16%#35$3.3M37,480$3.5M47,352-9,872-20.85%Reduce
Bryn Mawr Trust Advisors, LLC
0.14%0.13%#33$3.3M37,168$2.7M37,510-342-0.91%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#142$3.2M36,578$1.1M15,326+21,252+138.67%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#109$3.0M33,381$2.4M32,936+445+1.35%Add
FINANCIAL MANAGEMENT NETWORK INC
0.41%0.38%#13$2.8M33,867$2.5M33,201+666+2.01%Add
Concurrent Investment Advisors, LLC
0.02%0.02%#73$2.6M28,926$2.1M28,733+193+0.67%Add
Dedeker Financial LLC
1.36%1.79%#4$2.4M26,982$2.1M28,206-1,224-4.34%Reduce
Proactive Wealth Strategies LLC
0.34%0.33%#17$2.1M23,753$1.7M23,75300.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%<0.01%#125$1.9M21,301$1.6M21,829-528-2.42%Reduce
Stratos Wealth Partners, LTD.
0.02%0.02%#81$1.7M19,614$1.5M19,902-288-1.45%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#118$1.6M18,332$1.0M13,933+4,399+31.57%Add
&PARTNERS
0.01%<0.01%#107$1.6M17,676$881,98912,089+5,587+46.22%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#149$1.5M17,306$4.1M56,671-39,365-69.46%Reduce
JBR Co Financial Management Inc
0.54%0.67%#11$1.5M16,704$1.6M20,422-3,718-18.21%Reduce
MATHER GROUP, LLC.
0.01%0.01%#93$1.5M16,520$1.3M17,450-930-5.33%Reduce
HARBOUR INVESTMENTS, INC.
0.02%0.02%#77$1.4M15,975$1.2M16,052-77-0.48%Reduce
J.W. COLE ADVISORS, INC.
0.02%0.04%#72$1.4M15,467$1.1M15,477-10-0.06%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow