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 64 institutions that hold shares in the stock, with a total of 5.41 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
506,014
shares
|
$10.2 Million
0.58% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
493,429
shares
|
$9.96 Million
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
483,486
shares
|
$9.76 Million
0.02% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
300,523
shares
|
$6.06 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
283,805
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2024
Added 11.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
257,536
shares
|
$5.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 22.34%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
238,732
shares
|
$4.82 Million
0.03% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
231,040
shares
|
$4.66 Million
2.25% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
228,840
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
228,826
shares
|
$4.62 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,557
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
208,948
shares
|
$4.22 Million
4.82% of portfolio
|
Q2 2022
Reduced 47.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
208,486
shares
|
$4.21 Million
0.37% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
172,759
shares
|
$3.49 Million
0.03% of portfolio
|
Q2 2024
Added 8.22%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
116,760
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
110,478
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
94,837
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
92,030
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
73,148
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
64,131
shares
|
$1.29 Million
0.64% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
59,894
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Reduced 64.39%
|
|
|
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
|
$1 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
45,033
shares
|
$908,765
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,493
shares
|
$837,328
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|