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 66 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
41,476
shares
|
$831,593
0.02% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
35,348
shares
|
$708,727
0.03% of portfolio
|
Q3 2024
Added 1116.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
35,105
shares
|
$703,855
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
31,891
shares
|
$639,414
0.01% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,635
shares
|
$634,281
0.0% of portfolio
|
Q3 2024
Reduced 88.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
30,900
shares
|
$619,545
0.0% of portfolio
|
Q3 2024
Reduced 74.95%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
30,712
shares
|
$615,775
0.13% of portfolio
|
Q4 2022
Reduced 40.97%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
30,712
shares
|
$615,775
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
30,291
shares
|
$607,334
0.27% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
29,993
shares
|
$601,359
0.69% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
26,307
shares
|
$527,455
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
25,666
shares
|
$514,603
0.0% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,607
shares
|
$513,420
0.13% of portfolio
|
Q1 2024
Reduced 21.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
21,207
shares
|
$425,200
0.07% of portfolio
|
Q3 2024
Reduced 73.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,500
shares
|
$411,025
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
16,846
shares
|
$337,762
0.03% of portfolio
|
Q3 2024
Added 68.76%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
15,145
shares
|
$303,657
0.02% of portfolio
|
Q3 2024
Reduced 55.16%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,080
shares
|
$282,304
0.02% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
12,606
shares
|
$252,750
0.01% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,606
shares
|
$252,750
0.01% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,801
shares
|
$236,610
0.0% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,609
shares
|
$232,760
0.01% of portfolio
|
Q3 2024
Reduced 29.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,325
shares
|
$227,066
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
10,837
shares
|
$217,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,323
shares
|
$186,926
0.01% of portfolio
|
Q2 2020
Reduced 79.41%
|