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

PACER FDS TR TRENDPILOT INTL

PTIN
Institutions
51
Combined AUM (Q2 2026)
$136.5M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+147,910
16 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-486,080
26 · 3 Exit · ≈
⚖️ Net
-338,170
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$136.5M
Institutions
51
New Buys
3
Adds
13
Reduces
23
Exits
3
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#28$20.2M550,209$17.3M532,818+17,391+3.26%Add
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#29$16.6M453,278$22.7M697,630-244,352-35.03%Reduce
Cetera Investment Advisers
0.01%0.01%#24$14.6M398,969$13.8M425,543-26,574-6.24%Reduce
Pacer Advisors, Inc.
0.04%0.04%#15$12.5M340,596$11.0M337,128+3,468+1.03%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#38$10.4M283,070$9.5M293,606-10,536-3.59%Reduce
MBL Wealth, LLC
0.63%0.62%#2$9.2M250,351$8.2M252,645-2,294-0.91%Reduce
AlphaCore Capital LLC
0.14%0.15%#9$7.7M210,041$6.5M199,193+10,848+5.45%Add
Empirical Finance, LLC
0.23%0.3%#6$5.6M152,824$6.3M193,079-40,255-20.85%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$4.7M129,318$4.3M131,005-1,687-1.29%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#26$3.6M98,012$3.1M96,369+1,643+1.70%Add
MATHER GROUP, LLC.
0.03%0.03%#20$2.9M78,619$3.1M95,087-16,468-17.32%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#27$2.6M69,928$2.4M73,746-3,818-5.18%Reduce
UNIQUE WEALTH, LLC
0.22%0.06%#8$1.9M52,631$402,46812,376+40,255+325.27%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#39$1.8M49,849$1.7M51,131-1,282-2.51%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#35$1.7M47,438$3.9M119,123-71,685-60.18%Reduce
JANE STREET GROUP, LLC
<0.01%#49$1.7M46,626$00+46,626New Buy
One Degree Advisors Inc
0.34%0.33%#3$1.5M41,132$1.3M38,853+2,279+5.87%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$1.5M39,762$1.5M46,598-6,836-14.67%Reduce
Henderson Brothers Financial Partners, LLC
0.66%0.6%#1$1.4M38,047$2.4M72,534-34,487-47.55%Reduce
Whitaker-Myers Wealth Managers, LTD.
0.23%0.27%#7$1.4M37,266$1.3M40,959-3,693-9.02%Reduce
Summit Financial, LLC
0.01%0.01%#22$1.4M36,932$918,33728,239+8,693+30.78%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#46$1.3M35,981$1.2M36,541-560-1.53%Reduce
Kathmere Capital Management, LLC
0.06%0.06%#12$1.0M28,385$953,58429,323-938-3.20%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#48$857,06923,372$595,80018,321+5,051+27.57%Add
MONECO ADVISORS, LLC
0.05%0.05%#13$758,33020,680$697,09421,436-756-3.53%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#34$749,40420,436$602,80418,536+1,900+10.25%Add
NewEdge Advisors, LLC
<0.01%<0.01%#36$686,78518,729$617,51518,989-260-1.37%Reduce
ADE, LLC
0.29%0.33%#4$675,68818,426$680,01520,911-2,485-11.88%Reduce
Wealthspire Retirement, LLC
0.03%0.03%#16$576,63615,725$505,39415,541+184+1.18%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#31$569,81515,539$505,39315,541-2-0.01%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#33$545,03314,863$525,40016,156-1,293-8.00%Reduce
Legacy Trust
0.09%0.09%#10$533,54914,550$473,16614,55000.00%Unchanged
Jacobi Capital Management LLC
0.02%0.02%#21$453,86512,377$402,50012,37700.00%Unchanged
GeoWealth Management, LLC
0.01%0.01%#23$437,61511,934$366,22211,261+673+5.98%Add
J2 Capital Management Inc
0.24%0.22%#5$362,7409,892$324,2249,970-78-0.78%Reduce
PRIVATE TRUST CO NA
0.03%0.03%#18$340,0419,273$301,5589,27300.00%Unchanged
Clark Asset Management, LLC
0.03%0.03%#19$332,0109,054$294,4369,05400.00%Unchanged
Concurrent Investment Advisors, LLC
<0.01%<0.01%#32$314,2628,570$322,5019,917-1,347-13.58%Reduce
MGO ONE SEVEN LLC
<0.01%<0.01%#30$228,7846,239$204,5516,290-51-0.81%Reduce
SYKON CAPITAL LLC
0.07%#11$224,4846,122$00+6,122New Buy
Capital Investment Advisory Services, LLC
0.01%0.01%#25$188,7775,148$154,6984,757+391+8.22%Add
AMERIFLEX GROUP, INC.
0.04%0.02%#14$102,5662,797$41,8531,287+1,510+117.33%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#41$87,0912,375$77,2352,37500.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#50$49,3371,345$41,0041,34500.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#44$45,7641,248$40,5851,24800.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#40$38,9801,063$34,5691,06300.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#43$34,076942$31,21894200.00%Unchanged
Regatta Research & Money Management
0.03%#17$32,072876$00+876New Buy
Aptus Capital Advisors, LLC
<0.01%<0.01%#47$26,476722$23,47972200.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#45$16,502450$14,63445000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow