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 70 institutions that hold shares in the stock, with a total of 5.66 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
534,535
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
481,218
shares
|
$9.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
443,946
shares
|
$9 Million
1.23% of portfolio
|
Q4 2024
Added 47.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
308,328
shares
|
$6.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
268,866
shares
|
$5.45 Million
0.0% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
248,073
shares
|
$5.03 Million
0.07% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
234,303
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Added 200.63%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
232,631
shares
|
$4.72 Million
0.39% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,557
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
219,165
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
214,254
shares
|
$4.35 Million
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
208,948
shares
|
$4.24 Million
4.82% of portfolio
|
Q2 2022
Reduced 47.41%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
207,257
shares
|
$4.2 Million
1.89% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
192,400
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
166,303
shares
|
$3.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
134,739
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Added 325.92%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
114,867
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
110,478
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
79,154
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
79,122
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
65,014
shares
|
$1.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
50,653
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
49,555
shares
|
$1 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
46,869
shares
|
$950,503
0.68% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
42,089
shares
|
$853,564
0.02% of portfolio
|
Q4 2024
Added 1.48%
|