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 4.95 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
35,674
shares
|
$720,258
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
35,043
shares
|
$707,518
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
32,376
shares
|
$653,671
0.02% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,635
shares
|
$638,710
0.0% of portfolio
|
Q3 2024
Reduced 88.85%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
31,241
shares
|
$630,755
0.03% of portfolio
|
Q4 2024
Reduced 93.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
30,900
shares
|
$623,871
0.0% of portfolio
|
Q3 2024
Reduced 74.95%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
30,712
shares
|
$620,075
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
30,712
shares
|
$620,075
0.13% of portfolio
|
Q4 2022
Reduced 40.97%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
30,291
shares
|
$611,575
0.27% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
28,534
shares
|
$576,101
0.08% of portfolio
|
Q4 2024
Added 34.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
27,445
shares
|
$554,114
0.01% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
26,307
shares
|
$531,138
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
25,666
shares
|
$518,196
0.0% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,607
shares
|
$517,005
0.13% of portfolio
|
Q1 2024
Reduced 21.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,500
shares
|
$413,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
20,038
shares
|
$404,567
0.03% of portfolio
|
Q4 2024
Added 42.32%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
16,846
shares
|
$340,120
0.03% of portfolio
|
Q3 2024
Added 68.76%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
15,145
shares
|
$305,777
0.02% of portfolio
|
Q3 2024
Reduced 55.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,606
shares
|
$254,515
0.01% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
12,581
shares
|
$254,010
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,471
shares
|
$231,599
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,325
shares
|
$228,651
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
11,007
shares
|
$222,231
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,323
shares
|
$188,231
0.01% of portfolio
|
Q2 2020
Reduced 79.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,225
shares
|
$166,062
0.01% of portfolio
|
Q3 2024
Reduced 21.09%
|