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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,367
shares
|
$104,280
0.0% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,944
shares
|
$96,061
0.0% of portfolio
|
Q1 2025
Added 4795.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,551
shares
|
$30,135
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,551
shares
|
$30,135
0.0% of portfolio
|
Q1 2025
Reduced 42.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,451
shares
|
$28,192
0.0% of portfolio
|
Q4 2024
Reduced 65.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
829
shares
|
$16,107
0.0% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
742
shares
|
$14,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
583
shares
|
$11,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
537
shares
|
$10,433
0.0% of portfolio
|
Q4 2024
Reduced 48.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
374
shares
|
$7,266
0.0% of portfolio
|
Q4 2024
Reduced 49.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
270
shares
|
$5,246
0.0% of portfolio
|
Q4 2024
Reduced 91.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
219
shares
|
$4,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
191
shares
|
$3,711
0.0% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$2,137
0.0% of portfolio
|
Q2 2024
Added 92.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
81
shares
|
$1,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|