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 5.74 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
37,671
shares
|
$731,947
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
34,830
shares
|
$676,746
0.79% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,771
shares
|
$675,600
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,602
shares
|
$672,316
0.0% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
32,959
shares
|
$640,393
0.01% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
30,712
shares
|
$596,734
0.13% of portfolio
|
Q4 2022
Reduced 40.97%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
30,712
shares
|
$596,734
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,607
shares
|
$497,544
0.13% of portfolio
|
Q1 2024
Reduced 21.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
25,507
shares
|
$495,601
0.01% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
24,995
shares
|
$485,652
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,269
shares
|
$452,116
0.0% of portfolio
|
Q1 2025
Reduced 82.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,359
shares
|
$434,435
0.0% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
22,313
shares
|
$433,541
0.13% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
20,507
shares
|
$398,451
0.2% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
19,742
shares
|
$383,587
0.02% of portfolio
|
Q1 2025
Reduced 36.81%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
17,827
shares
|
$346,378
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
14,560
shares
|
$282,900
0.03% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
13,309
shares
|
$258,593
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
12,331
shares
|
$239,591
0.01% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
12,331
shares
|
$239,591
0.01% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
11,667
shares
|
$226,689
0.05% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,469
shares
|
$222,842
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,840
shares
|
$210,621
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,323
shares
|
$181,145
0.01% of portfolio
|
Q2 2020
Reduced 79.41%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
8,932
shares
|
$173,548
0.17% of portfolio
|
Q1 2025
New holding
|