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 69 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,816
shares
|
$850,537
0.0% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
41,206
shares
|
$838,130
0.0% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
36,489
shares
|
$742,186
0.01% of portfolio
|
Q4 2024
Added 482.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
35,930
shares
|
$730,816
0.0% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
35,674
shares
|
$725,609
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
35,043
shares
|
$712,774
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
32,376
shares
|
$658,527
0.02% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
31,241
shares
|
$635,441
0.03% of portfolio
|
Q4 2024
Reduced 93.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
30,900
shares
|
$628,506
0.0% of portfolio
|
Q3 2024
Reduced 74.95%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
30,712
shares
|
$624,682
0.13% of portfolio
|
Q4 2022
Reduced 40.97%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
30,712
shares
|
$624,682
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
30,040
shares
|
$611,013
0.26% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
28,534
shares
|
$580,381
0.08% of portfolio
|
Q4 2024
Added 34.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
27,445
shares
|
$558,231
0.01% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
25,607
shares
|
$520,846
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,607
shares
|
$520,846
0.13% of portfolio
|
Q1 2024
Reduced 21.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
25,227
shares
|
$513,117
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
20,038
shares
|
$407,572
0.03% of portfolio
|
Q4 2024
Added 42.32%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
14,937
shares
|
$303,818
0.03% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,309
shares
|
$270,705
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
12,581
shares
|
$255,897
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
12,581
shares
|
$255,897
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,471
shares
|
$233,320
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,325
shares
|
$230,350
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
11,007
shares
|
$223,882
0.0% of portfolio
|
Q4 2024
Added 1.57%
|