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 $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
532,836
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
495,586
shares
|
$9.97 Million
0.02% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
477,763
shares
|
$9.61 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
300,523
shares
|
$6.05 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
241,637
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
236,432
shares
|
$4.76 Million
0.06% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
231,040
shares
|
$4.65 Million
2.25% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,557
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
217,844
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
213,400
shares
|
$4.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
209,872
shares
|
$4.22 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
208,948
shares
|
$4.2 Million
4.82% of portfolio
|
Q2 2022
Reduced 47.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
208,486
shares
|
$4.19 Million
0.37% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
194,736
shares
|
$3.92 Million
0.03% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
128,653
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
110,478
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
85,514
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
77,937
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
66,229
shares
|
$1.33 Million
0.54% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
59,023
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.76%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
58,433
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
51,284
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
49,555
shares
|
$997,046
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
45,033
shares
|
$906,063
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,493
shares
|
$834,839
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|