Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership $19.83 +0.02 (+0.10%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD)Number ofInstitutional Buyers(last 12 months)35TotalInstitutional Inflows(last 12 months)$55.32MNumber ofInstitutional Sellers(last 12 months)31TotalInstitutional Outflows(last 12 months)$46.37M Get PTBD Insider Trade Alerts Want to know when executives and insiders are buying or selling Pacer Trendpilot US Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data PTBD Institutional Buying and Selling by Quarter Pacer Trendpilot US Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 Geneos Wealth Management Inc.6,277$124K0.0%+17.0%0.092% 8/14/2025 Jane Street Group LLC62,162$1.23M0.0%+167.1%0.914% 8/14/2025 Raymond James Financial Inc.296,213$5.85M0.0%-3.8%4.356% 8/14/2025 Napa Wealth Management313,242$6.19M3.0%N/A4.607% 8/14/2025 NewEdge Advisors LLC149,408$2.95M0.0%-11.4%2.197% 8/12/2025 Steward Partners Investment Advisory LLC4,934$97K0.0%-85.0%0.073% 8/11/2025 Inspire Advisors LLC58,195$1.15M0.1%-89.4%0.856% 8/8/2025 Cetera Investment Advisers58,798$1.16M0.0%-37.5%0.865% 8/5/2025 Magnolia Capital Advisors LLC184,509$3.64M0.9%-0.5%2.713% 8/4/2025 Creative Financial Designs Inc. ADV255,008$5.04M0.4%+5.0%3.750% Get the Latest News and Ratings for PTBD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Pacer Trendpilot US Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 8/4/2025 Atria Investments Inc47,497$938K0.0%-81.4%0.698% 8/1/2025 Envestnet Asset Management Inc.36,168$714K0.0%+4.5%0.532% 7/30/2025 Freedom Investment Management Inc.13,522$267K0.0%-7.1%0.199% 7/29/2025 ODonnell Financial Services LLC335,578$6.63M2.5%+2.4%4.935% 7/29/2025 Stratos Wealth Partners LTD.22,241$439K0.0%-12.8%0.327% 7/28/2025 Harbour Investments Inc.14,091$278K0.0%-90.0%0.207% 7/24/2025 IFP Advisors Inc5,102$101K0.0%N/A0.075% 7/23/2025 Morey & Quinn Wealth Partners LLC16,069$317K0.3%+20.7%0.233% 7/16/2025 ORG Wealth Partners LLC51,400$1.01M0.3%+6.7%0.745% 7/16/2025 Perigon Wealth Management LLC44,164$872K0.0%+5.1%0.640% 5/21/2025 Geneos Wealth Management Inc.5,367$108K0.0%-83.4%0.066% 5/19/2025 Jane Street Group LLC23,269$467K0.0%-82.7%0.287% 5/16/2025 NewEdge Advisors LLC168,537$3.38M0.0%+1.3%2.081% 5/15/2025 Royal Bank of Canada78,181$1.57M0.0%-1.2%0.965% 5/14/2025 Kestra Advisory Services LLC187,401$3.76M0.0%-2.6%2.314% 5/13/2025 Intrepid Financial Planning Group LLC20,507$411K0.2%-31.7%0.253% 5/12/2025 LaSalle St. Investment Advisors LLC66,067$1.33M0.3%+1.6%0.816% 5/8/2025 Harbour Investments Inc.141,527$2.84M0.1%+2,099.0%1.747% 5/7/2025 MJT & Associates Financial Advisory Group Inc.8,932$179K0.2%N/A0.110% 5/7/2025 LPL Financial LLC503,510$10.10M0.0%+4.6%6.216% 5/7/2025 Inspire Advisors LLC546,659$10.97M1.3%+23.1%6.749% 5/6/2025 Pacer Advisors Inc.580,585$11.65M0.0%+8.6%6.995% 5/6/2025 Cetera Investment Advisers94,036$1.89M0.0%-59.9%1.133% 5/6/2025 Avantax Advisory Services Inc.56,901$1.14M0.0%+12.3%0.686% 5/5/2025 Csenge Advisory Group19,742$388K0.0%-36.8%0.238% 5/5/2025 ODonnell Financial Services LLC327,583$6.57M2.7%+58.1%3.947% 5/5/2025 Private Advisor Group LLC37,671$756K0.0%+5.6%0.454% 4/30/2025 Stratos Wealth Partners LTD.25,507$512K0.0%-7.1%0.307% 4/29/2025 Envestnet Asset Management Inc.34,602$694K0.0%-16.0%0.417% 4/29/2025 Concurrent Investment Advisors LLC24,995$501K0.0%-2.4%0.301% “Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad)Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.Learn these 4 simple steps and protect your savings before it’s too late.4/23/2025 Creative Financial Designs Inc. ADV242,821$4.87M0.4%+4.4%2.926% 4/22/2025 Cambridge Investment Research Advisors Inc.34,771$698K0.0%-3.2%0.419% 4/21/2025 ORG Partners LLC22,313$448K0.1%-21.8%0.269% 4/21/2025 ORG Wealth Partners LLC48,195$969K0.3%+2.8%0.581% 2/17/2025 Cetera Investment Advisers234,303$4.69M0.0%+200.6%2.633% 2/17/2025 Citadel Advisors LLC79,122$1.58M0.0%N/A0.889% 2/17/2025 Aptus Capital Advisors LLC2,680$54K0.0%+115.6%0.030% 2/14/2025 Jane Street Group LLC134,739$2.70M0.0%+325.9%1.514% 2/14/2025 Freedom Investment Management Inc.14,937$299K0.0%-11.3%0.168% 2/13/2025 NewEdge Advisors LLC166,303$3.33M0.0%-14.6%1.869% 2/13/2025 LaSalle St. Investment Advisors LLC65,014$1.30M0.4%-1.8%0.730% 2/13/2025 Raymond James Financial Inc.308,328$6.17M0.0%N/A3.464% 2/13/2025 Envestnet Asset Management Inc.41,206$824K0.0%-30.2%0.463% 2/13/2025 Wells Fargo & Company MN268,866$5.38M0.0%+11.3%3.021% 2/12/2025 Morey & Quinn Wealth Partners LLC13,309$266K0.2%N/A0.150% 2/11/2025 LPL Financial LLC481,218$9.62M0.0%-9.7%5.407% 2/10/2025 Creative Financial Designs Inc. ADV232,631$4.65M0.4%+11.6%2.614% 2/10/2025 Harbour Investments Inc.6,436$129K0.0%-21.8%0.072% 2/10/2025 Commonwealth Equity Services LLC41,816$836K0.0%-18.5%0.470% 2/10/2025 Avantax Advisory Services Inc.50,653$1.01M0.0%-13.3%0.569% 2/7/2025 PFG Advisors10,077$202K0.0%-33.5%0.113% 2/7/2025 Inspire Advisors LLC443,946$8.88M1.1%+47.7%4.988% 2/6/2025 Raymond James Financial Inc.308,328$6.17M0.0%N/A3.464% 2/6/2025 Atria Investments Inc248,073$4.96M0.1%+4.9%2.787% 2/6/2025 Steward Partners Investment Advisory LLC36,489$730K0.0%+482.5%0.410% 2/3/2025 Concurrent Investment Advisors LLC25,607$512K0.0%-2.7%0.288% 2/3/2025 Private Advisor Group LLC35,674$713K0.0%+1.6%0.401% 1/31/2025 Global Retirement Partners LLC1,451$29K0.0%-65.0%0.016% 1/31/2025Sanctuary Advisors LLC214,254$4.33M0.0%+2.1%2.407% 1/30/2025 Csenge Advisory Group31,241$625K0.0%-93.5%0.351% 1/30/2025 Allworth Financial LP1,462$30K0.0%N/A0.016% 1/27/2025 Stratos Wealth Partners LTD.27,445$549K0.0%-13.9%0.308% 1/24/2025 OFC Financial Planning LLC35,043$701K0.7%N/A0.394% 1/24/2025 ODonnell Financial Services LLC207,257$4.17M1.8%-10.3%2.329% 1/22/2025 Perigon Wealth Management LLC42,089$850K0.0%+1.5%0.473% 1/22/2025 Pacer Advisors Inc.534,535$10.69M0.0%+7.9%6.006% 1/22/2025 Kingswood Wealth Advisors LLC20,038$401K0.0%+42.3%0.225% 1/21/2025 Geneos Wealth Management Inc.32,376$648K0.0%-8.4%0.364% 1/10/2025 ORG Wealth Partners LLC46,869$937K0.3%+4.1%0.527% 1/10/2025 ORG Partners LLC28,534$571K0.1%+34.5%0.321% 11/25/2024Sanctuary Advisors LLC209,872$4.24M0.0%+13.4%2.358% 11/15/2024 Jane Street Group LLC31,635$653K0.0%-88.9%0.355% 11/15/2024 Stifel Financial Corp25,666$529K0.0%+28.7%0.288% 11/13/2024 Freedom Investment Management Inc.16,846$348K0.0%+68.8%0.189% 11/12/2024 Pacer Advisors Inc.495,586$10.22M0.0%+2.5%5.568% 11/4/2024 Axxcess Wealth Management LLC12,606$260K0.0%-9.4%0.142% 11/1/2024 Atria Investments Inc236,432$4.88M0.1%+3.3%2.657% 10/28/2024 Creative Financial Designs Inc. ADV208,486$4.30M0.4%+2.7%2.343% 10/25/2024 Valmark Advisers Inc.10,837$224K0.0%N/A0.122% 10/24/2024 J.W. Cole Advisors Inc.11,609$239K0.0%-29.4%0.130% Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad)For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026. If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest.Click here to get your free advisor matches and start planning your legacy today.10/24/2024 Wealth Enhancement Advisory Services LLC30,900$637K0.0%-74.9%0.347% 10/22/2024 Private Advisor Group LLC35,105$724K0.0%-4.1%0.394% 10/22/2024 ODonnell Financial Services LLC231,040$4.77M1.9%-18.3%2.596% 10/17/2024 Inspire Advisors LLC300,523$6.20M0.8%N/A3.377% 10/11/2024 ORG Partners LLC21,207$438K0.1%-73.4%0.238% 10/11/2024 ORG Wealth Partners LLC45,033$929K0.3%N/A0.506% 10/8/2024 City Center Advisors LLC29,993$619K0.7%+6.3%0.337% 9/5/2024Sanctuary Advisors LLC185,012$3.70M0.0%N/A2.079% 8/22/2024 Cetera Investment Advisers73,148$1.47M0.0%-2.3%0.822% 8/16/2024 NewEdge Advisors LLC172,759$3.47M0.0%+8.2%1.941% (Data available from 1/1/2016 forward) PTBD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PTBD shares? During the previous two years, 64 institutional investors and hedge funds held shares of Pacer Trendpilot US Bond ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($11.65M), LPL Financial LLC ($10.10M), ODonnell Financial Services LLC ($6.63M), Napa Wealth Management ($6.19M), Raymond James Financial Inc. ($5.85M), Wells Fargo & Company MN ($5.38M), and Raymond James Financial Services Advisors Inc. ($5.20M).Learn more on Pacer Trendpilot US Bond ETF's institutional investors. Which institutional investors have been buying Pacer Trendpilot US Bond ETF's stock? Of the 45 institutional investors that purchased Pacer Trendpilot US Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($616.66K), Inspire Advisors LLC ($546.66K), ODonnell Financial Services LLC ($393.38K), Napa Wealth Management ($313.24K), Sanctuary Advisors LLC ($214.25K), Magnolia Capital Advisors LLC ($175.95K), and Cetera Investment Advisers ($156.37K). How much institutional buying is happening at Pacer Trendpilot US Bond ETF? Institutional investors have bought a total of 2,755,151 shares in the last 24 months. This purchase volume represents approximately $55.32M in transactions. Which of Pacer Trendpilot US Bond ETF's major shareholders have been selling company stock? Of the 31 institutional investors that sold Pacer Trendpilot US Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Inspire Advisors LLC ($488.46K), Csenge Advisory Group ($458.02K), Jane Street Group LLC ($363.64K), Atria Investments Inc ($208.39K), Cetera Investment Advisers ($175.51K), Harbour Investments Inc. ($129.23K), and Wealth Enhancement Advisory Services LLC ($92.45K). How much institutional selling is happening at Pacer Trendpilot US Bond ETF? Institutional investors have sold a total of 2,314,589 shares in the last 24 months. This volume of shares sold represents approximately $46.37M in transactions. Related Companies RFIX Institutional Ownership LDSF Institutional Ownership LSAF Institutional Ownership RFDI Institutional Ownership MBOX Institutional Ownership VSMV Institutional Ownership MMTM Institutional Ownership FID Institutional Ownership PGJ Institutional Ownership QLV Institutional Ownership This page (NYSEARCA:PTBD) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersNVIDIA's Worst Nightmare?$2 TRILLION Quantum Gold Rush While everyone fights over expensive AI stocks... 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