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 65 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
37,671
shares
|
$744,755
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
34,830
shares
|
$688,589
0.79% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,771
shares
|
$687,422
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,602
shares
|
$684,081
0.0% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
32,959
shares
|
$651,599
0.01% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
30,712
shares
|
$607,176
0.13% of portfolio
|
Q4 2022
Reduced 40.97%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
30,712
shares
|
$607,176
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,607
shares
|
$506,250
0.13% of portfolio
|
Q1 2024
Reduced 21.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
25,507
shares
|
$504,273
0.01% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
24,995
shares
|
$494,151
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,269
shares
|
$460,028
0.0% of portfolio
|
Q1 2025
Reduced 82.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
22,641
shares
|
$447,612
0.11% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,359
shares
|
$442,037
0.0% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
20,507
shares
|
$405,423
0.2% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
19,742
shares
|
$390,299
0.02% of portfolio
|
Q1 2025
Reduced 36.81%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
17,827
shares
|
$352,439
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
14,560
shares
|
$287,851
0.03% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
13,309
shares
|
$263,118
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
12,331
shares
|
$243,783
0.01% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
11,667
shares
|
$230,656
0.05% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,611
shares
|
$229,549
0.0% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,840
shares
|
$214,306
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,323
shares
|
$184,315
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
|
$176,585
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,367
shares
|
$106,105
0.0% of portfolio
|
Q1 2025
Reduced 34.16%
|