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 58 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $91.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
578,247
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
412,514
shares
|
$8.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
348,012
shares
|
$6.79 Million
3.23% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
347,665
shares
|
$6.79 Million
2.8% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
286,272
shares
|
$5.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
264,787
shares
|
$5.17 Million
0.38% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
246,907
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,557
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
214,254
shares
|
$4.18 Million
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
208,948
shares
|
$4.08 Million
4.82% of portfolio
|
Q2 2022
Reduced 47.41%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
188,669
shares
|
$3.68 Million
1.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
142,916
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
125,485
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.22%
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
91,020
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
85,507
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 45.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
78,313
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
59,960
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,378
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
52,201
shares
|
$1.02 Million
0.38% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
45,643
shares
|
$890,951
0.08% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
44,408
shares
|
$866,844
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
43,409
shares
|
$847,343
0.0% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
43,131
shares
|
$841,917
0.01% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,669
shares
|
$657,218
0.0% of portfolio
|
Q3 2025
Added 65.49%
|
|