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 58 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $91.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
33,449
shares
|
$652,924
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
32,744
shares
|
$639,162
0.64% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
31,953
shares
|
$623,722
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
30,712
shares
|
$599,498
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
30,712
shares
|
$599,498
0.13% of portfolio
|
Q4 2022
Reduced 40.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,379
shares
|
$475,878
0.0% of portfolio
|
Q3 2025
Reduced 37.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
24,109
shares
|
$470,607
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
20,929
shares
|
$408,534
0.09% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
19,471
shares
|
$380,073
0.0% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
16,069
shares
|
$313,666
0.23% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,913
shares
|
$252,061
0.0% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
12,044
shares
|
$235,098
0.0% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,623
shares
|
$207,360
0.0% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,137
shares
|
$197,874
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,323
shares
|
$181,984
0.01% of portfolio
|
Q2 2020
Reduced 79.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,996
shares
|
$175,601
0.0% of portfolio
|
Q3 2025
Reduced 36.16%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,277
shares
|
$122,527
0.0% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,484
shares
|
$107,047
0.0% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,985
shares
|
$97,307
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,963
shares
|
$96,877
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,555
shares
|
$30,353
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,451
shares
|
$28,323
0.0% of portfolio
|
Q4 2024
Reduced 65.04%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
904
shares
|
$17,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
829
shares
|
$16,182
0.0% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
742
shares
|
$14,483
0.0% of portfolio
|
Q1 2025
New holding
|
|