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 67 institutions that hold shares in the stock, with a total of 4.97 Million shares, which have been reported (via 13F filing form) to have a value of $98.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
44,164
shares
|
$879,305
0.02% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
39,224
shares
|
$780,949
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
37,984
shares
|
$756,261
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,168
shares
|
$720,104
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
33,770
shares
|
$672,360
0.71% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
30,712
shares
|
$611,475
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
30,712
shares
|
$611,475
0.13% of portfolio
|
Q4 2022
Reduced 40.97%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,607
shares
|
$509,835
0.13% of portfolio
|
Q1 2024
Reduced 21.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
24,995
shares
|
$497,650
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
22,641
shares
|
$450,782
0.11% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,241
shares
|
$442,818
0.01% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
20,345
shares
|
$405,068
0.0% of portfolio
|
Q2 2025
Reduced 41.49%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
19,638
shares
|
$390,992
0.02% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
19,440
shares
|
$387,050
0.0% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
16,356
shares
|
$325,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
16,069
shares
|
$319,933
0.25% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,091
shares
|
$280,551
0.01% of portfolio
|
Q2 2025
Reduced 90.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,968
shares
|
$278,102
0.0% of portfolio
|
Q2 2025
Reduced 92.55%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
13,522
shares
|
$269,223
0.02% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,611
shares
|
$231,175
0.0% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,476
shares
|
$228,487
0.04% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,928
shares
|
$217,576
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,323
shares
|
$185,620
0.01% of portfolio
|
Q2 2020
Reduced 79.41%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
8,932
shares
|
$177,836
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,277
shares
|
$124,975
0.0% of portfolio
|
Q2 2025
Added 16.96%
|