Institutional Ownership Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
580,585
shares
|
$11.4 Million
0.03% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
546,659
shares
|
$10.7 Million
1.43% of portfolio
|
Q1 2025
Added 23.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
503,510
shares
|
$9.86 Million
0.0% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
327,583
shares
|
$6.41 Million
3.25% of portfolio
|
Q1 2025
Added 58.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
307,923
shares
|
$6.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
255,890
shares
|
$5.01 Million
0.07% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
242,821
shares
|
$4.75 Million
0.4% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,557
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
222,963
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
219,442
shares
|
$4.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
214,254
shares
|
$4.2 Million
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
208,948
shares
|
$4.09 Million
4.82% of portfolio
|
Q2 2022
Reduced 47.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
187,401
shares
|
$3.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
185,387
shares
|
$3.63 Million
1.05% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
168,537
shares
|
$3.3 Million
0.02% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
141,527
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
Added 2098.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
110,478
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
98,689
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
94,036
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
78,181
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
66,067
shares
|
$1.29 Million
0.31% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
56,901
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
48,195
shares
|
$943,658
0.44% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
42,038
shares
|
$823,104
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
39,713
shares
|
$777,580
0.0% of portfolio
|
Q1 2025
Reduced 5.03%
|