IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacer Nasdaq INT PAT LDR (PATN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,596,283 from 746,874
Change+849,409 (+114%)
Value$56.9M (+$29.2M)
Filed 2026-11-06
Advisory Resource Group
DECREASED
Shares548,744 from 591,588
Change-42,844 (-7%)
Value$19.6M (-$2.4M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares237,853 from 253,336
Change-15,483 (-6%)
Value$8.5K (-$934)
Filed 2026-11-02
Sunrise Financial Services, LLC
NEW
Shares198,008
Change+198,008
Value$7.1M
Filed 2026-10-21
Capital Investment Advisory Services, LLC
NEW
Shares164,594
Change+164,594
Value$5.9M
Filed 2026-10-30
CLG LLC
NEW
Shares118,812
Change+118,812
Value$4.2M
Filed 2026-10-13
Southern Capital Services Inc
INCREASED
Shares109,383 from 104,350
Change+5,033 (+5%)
Value$3.9M (+$22.6K)
Filed 2026-10-19
Segment Wealth Management, LLC
NEW
Shares101,163
Change+101,163
Value$3.6M
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares77,657 from 121,418
Change-43,761 (-36%)
Value$2.8M (-$1.7M)
Filed 2026-10-13
Purus Wealth Management, LLC
NEW
Shares43,338
Change+43,338
Value$1.5M
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares41,440 from 14,100
Change+27,340 (+194%)
Value$1.5M (+$954.0K)
Filed 2026-11-02
Rubicon Advisors, GP
INCREASED
Shares37,738 from 36,453
Change+1,285 (+4%)
Value$1.3M (-$9.0K)
Filed 2026-10-23
Mascagni Wealth Management, Inc.
INCREASED
Shares29,059 from 24,716
Change+4,343 (+18%)
Value$1.0M (+$117.7K)
Filed 2026-10-23
Fortis Group Advisors, LLC
INCREASED
Shares29,055 from 24,269
Change+4,786 (+20%)
Value$957.1K (+$54.9K)
Filed 2026-11-06
Sovran Advisors, LLC
INCREASED
Shares25,201 from 16,112
Change+9,089 (+56%)
Value$854.4K (+$316.0K)
Filed 2026-11-02
Churchill Financial Advisors, LLC
NEW
Shares25,199
Change+25,199
Value$898.8K
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares22,959
Change+22,959
Value$818.9K
Filed 2026-10-16
OxenFree Capital LLC
INCREASED
Shares19,757 from 19,093
Change+664 (+3%)
Value$717.0K (+$35.2K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
NEW
Shares18,955
Change+18,955
Value$676.1K
Filed 2026-11-06
Optivise Advisory Services LLC
INCREASED
Shares15,255 from 12,619
Change+2,636 (+21%)
Value$544.1K (+$75.0K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
NEW
Shares14,162
Change+14,162
Value$505.2K
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,579 from 7,065
Change+5,514 (+78%)
Value$443.0K (+$187.5K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares10,233 from 525
Change+9,708 (+1849%)
Value$365.0K (+$345.5K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares9,097 from 6,617
Change+2,480 (+37%)
Value$324.5K (+$78.5K)
Filed 2026-10-29
International Assets Investment Management, LLC
UNCHANGED
Shares8,800 from 8,800
Change0 (0%)
Value$315.4K (-$3.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares7,459 from 6,631
Change+828 (+12%)
Value$266.1K (+$19.6K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares7,444 from 8,170
Change-726 (-9%)
Value$265.5K (-$38.2K)
Filed 2026-11-04
Vann Equity Management LLC
NEW
Shares7,163
Change+7,163
Value$255.5K
Filed 2026-10-08
Triumph Capital Management
INCREASED
Shares6,750 from 4,027
Change+2,723 (+68%)
Value$240.8K (+$91.1K)
Filed 2026-10-14
Jacksonville Wealth Management, LLC
NEW
Shares5,985
Change+5,985
Value$213.5K
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares2,967 from 250
Change+2,717 (+1087%)
Value$105.8K (+$96.5K)
Filed 2026-10-08
Murphy & Mullick Capital Management Corp
NEW
Shares1,000
Change+1,000
Value$35.7K
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares631 from 630
Change+1 (+0%)
Value$22.5K (-$922)
Filed 2026-11-02
Truist Financial Corp
CLOSED
Shares0 from 140,234
Change-140,234 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-30
Key Capital Management, Inc
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-03
Avion Wealth
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 ($0)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 278,098
Change-278,098 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 241,301
Change-241,301 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 144,427
Change-144,427 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 117,586
Change-117,586 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 117,340
Change-117,340 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 92,141
Change-92,141 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 78,787
Change-78,787 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 66,176
Change-66,176 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 64,563
Change-64,563 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 64,361
Change-64,361 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 41,097
Change-41,097 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,619
Change-21,619 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,465
Change-17,465 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,536
Change-16,536 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,268
Change-13,268 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 11,906
Change-11,906 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,596,283746,874+849,409+114%$27.8M$56.9M+$29.2M2026-11-06
Advisory Resource Group
DECREASED548,744591,588-42,844-7%$22.0M$19.6M-$2.4M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED237,853253,336-15,483-6%$9.4K$8.5K-$9342026-11-02
Sunrise Financial Services, LLC
NEW198,008—+198,008——$7.1M—2026-10-21
Capital Investment Advisory Services, LLC
NEW164,594—+164,594——$5.9M—2026-10-30
CLG LLC
NEW118,812—+118,812——$4.2M—2026-10-13
Southern Capital Services Inc
INCREASED109,383104,350+5,033+5%$3.9M$3.9M+$22.6K2026-10-19
Segment Wealth Management, LLC
NEW101,163—+101,163——$3.6M—2026-10-26
Independent Financial Group, LLC
DECREASED77,657121,418-43,761-36%$4.5M$2.8M-$1.7M2026-10-13
Purus Wealth Management, LLC
NEW43,338—+43,338——$1.5M—2026-10-15
Commonwealth Equity Services, LLC
INCREASED41,44014,100+27,340+194%$524.2K$1.5M+$954.0K2026-11-02
Rubicon Advisors, GP
INCREASED37,73836,453+1,285+4%$1.4M$1.3M-$9.0K2026-10-23
Mascagni Wealth Management, Inc.
INCREASED29,05924,716+4,343+18%$918.8K$1.0M+$117.7K2026-10-23
Fortis Group Advisors, LLC
INCREASED29,05524,269+4,786+20%$902.2K$957.1K+$54.9K2026-11-06
Sovran Advisors, LLC
INCREASED25,20116,112+9,089+56%$538.4K$854.4K+$316.0K2026-11-02
Churchill Financial Advisors, LLC
NEW25,199—+25,199——$898.8K—2026-10-20
IFP Advisors, Inc
NEW22,959—+22,959——$818.9K—2026-10-16
OxenFree Capital LLC
INCREASED19,75719,093+664+3%$681.8K$717.0K+$35.2K2026-10-07
Kestra Private Wealth Services, LLC
NEW18,955—+18,955——$676.1K—2026-11-06
Optivise Advisory Services LLC
INCREASED15,25512,619+2,636+21%$469.1K$544.1K+$75.0K2026-10-19
Cornerstone Wealth Management, LLC
NEW14,162—+14,162——$505.2K—2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED12,5797,065+5,514+78%$255.6K$443.0K+$187.5K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED10,233525+9,708+1849%$19.5K$365.0K+$345.5K2026-11-04
Signature Equity Partners, LLC
INCREASED9,0976,617+2,480+37%$246.0K$324.5K+$78.5K2026-10-29
International Assets Investment Management, LLC
UNCHANGED8,8008,80000%$318.7K$315.4K-$3.3K2026-11-02
Kestra Advisory Services, LLC
INCREASED7,4596,631+828+12%$246.5K$266.1K+$19.6K2026-11-02
Creative Financial Designs Inc
DECREASED7,4448,170-726-9%$303.7K$265.5K-$38.2K2026-11-04
Vann Equity Management LLC
NEW7,163—+7,163——$255.5K—2026-10-08
Triumph Capital Management
INCREASED6,7504,027+2,723+68%$149.7K$240.8K+$91.1K2026-10-14
Jacksonville Wealth Management, LLC
NEW5,985—+5,985——$213.5K—2026-10-30
Farther Finance Advisors, LLC
INCREASED2,967250+2,717+1087%$9.3K$105.8K+$96.5K2026-10-08
Murphy & Mullick Capital Management Corp
NEW1,000—+1,000——$35.7K—2026-11-02
Golden State Wealth Management, LLC
INCREASED631630+1+0%$23.4K$22.5K-$9222026-11-02
Truist Financial Corp
CLOSED0140,234-140,234-100%$5.2M$0-$5.2M2026-10-30
Key Capital Management, Inc
CLOSED0136-136-100%$5.1K$0-$5.1K2026-11-03
Avion Wealth
CLOSED023-23-100%$0$0$02026-11-04
Raymond James Financial Inc
N/A—278,098-278,098-100%$10.3M———
Osaic Holdings, Inc.
N/A—241,301-241,301-100%$9.0M———
Cetera Investment Advisers
N/A—144,427-144,427-100%$5.4M———
Stratos Wealth Advisors, LLC
N/A—117,586-117,586-100%$4.4M———
Belpointe Asset Management LLC
N/A—117,340-117,340-100%$4.4M———
Flow Traders U.S. LLC
N/A—92,141-92,141-100%$3.4K———
Western Wealth Management, LLC
N/A—78,787-78,787-100%$2.9M———
Benjamin Edwards Inc
N/A—66,176-66,176-100%$2.5M———
Harbour Investments, Inc.
N/A—64,563-64,563-100%$2.4M———
Envestnet Asset Management Inc
N/A—64,361-64,361-100%$2.4M———
NewEdge Advisors, LLC
N/A—41,097-41,097-100%$1.5M———
Jane Street Group, LLC
N/A—21,619-21,619-100%$803.7K———
Atlas Wealth LLC
N/A—18,084-18,084-100%$672.3K———
Equitable Holdings, Inc.
N/A—17,465-17,465-100%$649.2K———
Steward Partners Investment Advisory, LLC
N/A—16,536-16,536-100%$614.7K———
Private Advisor Group, LLC
N/A—13,268-13,268-100%$493.2K———
Sankala Group LLC
N/A—11,906-11,906-100%$421.0K———
Advisory Services Network, LLC
N/A—7,330-7,330-100%$272.5K———
MML Investors Services, LLC
N/A—6,587-6,587-100%$244.9K———
Founders Financial Alliance, LLC
N/A—2,200-2,200-100%$81.8K———
Morgan Stanley
N/A—1,000-1,000-100%$37.2K———
TD Capital Management LLC
N/A—133-133-100%$4.9K———
Showing 58 of 58 institutions