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Pacer Nasdaq INT PAT LDR (PATN)

CUSIP: 69374H311 | NYSE | 63 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Advisory Resource Group548,744
2.8% of portfolio›$19.6M
Cambridge Investment Research Advisors, Inc.237,853
0.0% of portfolio›$8.5K
Sunrise Financial Services, LLC198,008
3.9% of portfolio›$7.1M
Capital Investment Advisory Services, LLC164,594
0.4% of portfolio›$5.9M
CLG LLC118,812
0.9% of portfolio›$4.2M
Southern Capital Services Inc109,383
2.2% of portfolio›$3.9M
Segment Wealth Management, LLC101,163
0.2% of portfolio›$3.6M
Independent Financial Group, LLC77,657
0.1% of portfolio›$2.8M
Purus Wealth Management, LLC43,338
0.4% of portfolio›$1.5M
Commonwealth Equity Services, LLC41,440
0.0% of portfolio›$1.5M
Rubicon Advisors, GP37,738
0.9% of portfolio›$1.3M
Mascagni Wealth Management, Inc.29,059
0.6% of portfolio›$1.0M
Sovran Advisors, LLC25,201
0.1% of portfolio›$854.4K
Churchill Financial Advisors, LLC25,199
0.2% of portfolio›$898.8K
IFP Advisors, Inc22,959
0.0% of portfolio›$818.9K
OxenFree Capital LLC19,757
0.3% of portfolio›$717.0K
Kestra Private Wealth Services, LLC18,955
0.0% of portfolio›$676.1K
Optivise Advisory Services LLC15,255
0.3% of portfolio›$544.1K
Cornerstone Wealth Management, LLC14,162
0.0% of portfolio›$505.2K
Wealth Enhancement Advisory Services, LLC12,579
0.0% of portfolio›$443.0K
EverSource Wealth Advisors, LLC10,233
0.0% of portfolio›$365.0K
Signature Equity Partners, LLC9,097
0.1% of portfolio›$324.5K
International Assets Investment Management, LLC8,800
0.0% of portfolio›$315.4K
Kestra Advisory Services, LLC7,459
0.0% of portfolio›$266.1K
Creative Financial Designs Inc7,444
0.0% of portfolio›$265.5K
Vann Equity Management LLC7,163
0.2% of portfolio›$255.5K
Triumph Capital Management6,750
0.0% of portfolio›$240.8K
Jacksonville Wealth Management, LLC5,985
0.1% of portfolio›$213.5K
Farther Finance Advisors, LLC2,967
0.0% of portfolio›$105.8K
Murphy & Mullick Capital Management Corp1,000
0.0% of portfolio›$35.7K
Golden State Wealth Management, LLC631
0.0% of portfolio›$22.5K
StyleTurnoverLocationFiled
Advisory Resource Group
548,744$19.6M2.8%GARPMediumTulsa, OK2026-10-26
Cambridge Investment Research Advisors, Inc.
237,853$8.5K0.0%ETFLowFairfield, IA2026-11-02
Sunrise Financial Services, LLC
198,008$7.1M3.9%ETFMediumBurien, WA2026-10-21
Capital Investment Advisory Services, LLC
164,594$5.9M0.4%CoreMediumRaleigh, NC2026-10-30
CLG LLC
118,812$4.2M0.9%ETFMediumLong Beach, CA2026-10-13
Southern Capital Services Inc
109,383$3.9M2.2%ETFMediumDaphne, AL2026-10-19
Segment Wealth Management, LLC
101,163$3.6M0.2%CoreLowHouston, TX2026-10-26
Independent Financial Group, LLC
77,657$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
Purus Wealth Management, LLC
43,338$1.5M0.4%Agg GrowthVery LowNewport Beach, CA2026-10-15
Commonwealth Equity Services, LLC
41,440$1.5M0.0%ETFLowWaltham, MA2026-11-02
Rubicon Advisors, GP
37,738$1.3M0.9%GrowthMediumRedding, CA2026-10-23
Mascagni Wealth Management, Inc.
29,059$1.0M0.6%ETFLowClinton, MS2026-10-23
Sovran Advisors, LLC
25,201$854.4K0.1%ETFMediumSan Diego, CA2026-11-02
Churchill Financial Advisors, LLC
25,199$898.8K0.2%CoreLowLouisville, KY2026-10-20
IFP Advisors, Inc
22,959$818.9K0.0%GrowthLowTampa, FL2026-10-16
OxenFree Capital LLC
19,757$717.0K0.3%N/ALowMelbourne, FL2026-10-07
Kestra Private Wealth Services, LLC
18,955$676.1K0.0%GrowthLowAustin, TX2026-10-30
Optivise Advisory Services LLC
15,255$544.1K0.3%ETFMediumFranklin, TN2026-10-19
Cornerstone Wealth Management, LLC
14,162$505.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Wealth Enhancement Advisory Services, LLC
12,579$443.0K0.0%CoreLowPlymouth, MN2026-10-13
EverSource Wealth Advisors, LLC
10,233$365.0K0.0%CoreMediumBirmingham, AL2026-11-04
Signature Equity Partners, LLC
9,097$324.5K0.1%GrowthMediumColumbus, OH2026-10-29
International Assets Investment Management, LLC
8,800$315.4K0.0%CoreVery HighOrlando, FL2026-11-02
Kestra Advisory Services, LLC
7,459$266.1K0.0%CoreLowAustin, TX2026-11-02
Creative Financial Designs Inc
7,444$265.5K0.0%ETFMediumKokomo, IN2026-11-04
Vann Equity Management LLC
7,163$255.5K0.2%GrowthMediumPlano, TX2026-10-08
Triumph Capital Management
6,750$240.8K0.0%ETFMediumDenver, CO2026-10-14
Jacksonville Wealth Management, LLC
5,985$213.5K0.1%ETFVery LowJacksonville, FL2026-10-30
Farther Finance Advisors, LLC
2,967$105.8K0.0%IndexLowSan Francisco, CA2026-10-08
Murphy & Mullick Capital Management Corp
1,000$35.7K0.0%GrowthLowSmithtown, NY2026-11-02
Golden State Wealth Management, LLC
631$22.5K0.0%ETFMediumSanta Ana, CA2026-11-02