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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,102
shares
|
$101,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,934
shares
|
$98,235
0.0% of portfolio
|
Q2 2025
Reduced 85.03%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,222
shares
|
$64,150
0.0% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,552
shares
|
$30,900
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,552
shares
|
$30,900
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,451
shares
|
$28,889
0.0% of portfolio
|
Q4 2024
Reduced 65.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
829
shares
|
$16,505
0.0% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
742
shares
|
$14,773
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
583
shares
|
$11,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
537
shares
|
$10,691
0.0% of portfolio
|
Q4 2024
Reduced 48.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
270
shares
|
$5,375
0.0% of portfolio
|
Q4 2024
Reduced 91.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
219
shares
|
$4,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
191
shares
|
$3,802
0.0% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
110
shares
|
$2,190
0.0% of portfolio
|
Q2 2024
Added 92.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
81
shares
|
$1,612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2
shares
|
$39
0.0% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|