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 68 institutions that hold shares in the stock, with a total of 4.99 Million shares, which have been reported (via 13F filing form) to have a value of $98.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
566,285
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
439,662
shares
|
$8.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
335,578
shares
|
$6.63 Million
2.9% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
313,242
shares
|
$6.19 Million
2.96% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
296,213
shares
|
$5.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
255,008
shares
|
$5.04 Million
0.39% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
232,421
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,557
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
216,896
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
214,254
shares
|
$4.23 Million
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
208,948
shares
|
$4.13 Million
4.82% of portfolio
|
Q2 2022
Reduced 47.41%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
184,509
shares
|
$3.64 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
149,408
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
110,478
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
94,011
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
75,439
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
63,620
shares
|
$1.26 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
62,162
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 167.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
58,798
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.47%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
58,195
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 89.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,378
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
52,809
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
51,400
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
47,497
shares
|
$938,065
0.01% of portfolio
|
Q2 2025
Reduced 81.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
46,034
shares
|
$909,171
0.08% of portfolio
|
Q2 2025
New holding
|