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Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership

Pacer Trendpilot US Bond ETF logo
$19.92 +0.01 (+0.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$51.60M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$46.70M
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PTBD Institutional Buying and Selling by Quarter

Pacer Trendpilot US Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.206,459$4.08M0.0%-7.4%3.036%
8/18/2025 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%
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%
5/21/2025Geneos Wealth Management Inc.5,367$108K0.0%-83.4%0.066%
5/19/2025Jane Street Group LLC23,269$467K0.0%-82.7%0.287%
5/16/2025NewEdge Advisors LLC168,537$3.38M0.0%+1.3%2.081%
5/15/2025Royal Bank of Canada78,181$1.57M0.0%-1.2%0.965%
5/14/2025Kestra Advisory Services LLC187,401$3.76M0.0%-2.6%2.314%
5/13/2025Intrepid Financial Planning Group LLC20,507$411K0.2%-31.7%0.253%
5/12/2025LaSalle St. Investment Advisors LLC66,067$1.33M0.3%+1.6%0.816%
5/8/2025Harbour Investments Inc.141,527$2.84M0.1%+2,099.0%1.747%
5/7/2025MJT & Associates Financial Advisory Group Inc.8,932$179K0.2%N/A0.110%
5/7/2025LPL Financial LLC503,510$10.10M0.0%+4.6%6.216%
5/7/2025Inspire Advisors LLC546,659$10.97M1.3%+23.1%6.749%
5/6/2025Pacer Advisors Inc.580,585$11.65M0.0%+8.6%6.995%
5/6/2025Cetera Investment Advisers94,036$1.89M0.0%-59.9%1.133%
5/6/2025Avantax Advisory Services Inc.56,901$1.14M0.0%+12.3%0.686%
5/5/2025Csenge Advisory Group19,742$388K0.0%-36.8%0.238%
5/5/2025ODonnell Financial Services LLC327,583$6.57M2.7%+58.1%3.947%
5/5/2025Private Advisor Group LLC37,671$756K0.0%+5.6%0.454%
4/30/2025Stratos Wealth Partners LTD.25,507$512K0.0%-7.1%0.307%
4/29/2025Envestnet Asset Management Inc.34,602$694K0.0%-16.0%0.417%
4/29/2025Concurrent Investment Advisors LLC24,995$501K0.0%-2.4%0.301%
4/23/2025Creative Financial Designs Inc. ADV242,821$4.87M0.4%+4.4%2.926%
4/22/2025Cambridge Investment Research Advisors Inc.34,771$698K0.0%-3.2%0.419%
4/21/2025ORG Partners LLC22,313$448K0.1%-21.8%0.269%
4/21/2025ORG Wealth Partners LLC48,195$969K0.3%+2.8%0.581%
2/17/2025Cetera Investment Advisers234,303$4.69M0.0%+200.6%2.633%
2/17/2025Citadel Advisors LLC79,122$1.58M0.0%N/A0.889%
2/17/2025Aptus Capital Advisors LLC2,680$54K0.0%+115.6%0.030%
2/14/2025Jane Street Group LLC134,739$2.70M0.0%+325.9%1.514%
2/14/2025Freedom Investment Management Inc.14,937$299K0.0%-11.3%0.168%
2/13/2025NewEdge Advisors LLC166,303$3.33M0.0%-14.6%1.869%
2/13/2025LaSalle St. Investment Advisors LLC65,014$1.30M0.4%-1.8%0.730%
2/13/2025Raymond James Financial Inc.308,328$6.17M0.0%N/A3.464%
2/13/2025Envestnet Asset Management Inc.41,206$824K0.0%-30.2%0.463%
2/13/2025Wells Fargo & Company MN268,866$5.38M0.0%+11.3%3.021%
2/12/2025Morey & Quinn Wealth Partners LLC13,309$266K0.2%N/A0.150%
2/11/2025LPL Financial LLC481,218$9.62M0.0%-9.7%5.407%
2/10/2025Creative Financial Designs Inc. ADV232,631$4.65M0.4%+11.6%2.614%
2/10/2025Harbour Investments Inc.6,436$129K0.0%-21.8%0.072%
2/10/2025Commonwealth Equity Services LLC41,816$836K0.0%-18.5%0.470%
2/10/2025Avantax Advisory Services Inc.50,653$1.01M0.0%-13.3%0.569%
2/7/2025PFG Advisors10,077$202K0.0%-33.5%0.113%
2/7/2025Inspire Advisors LLC443,946$8.88M1.1%+47.7%4.988%
2/6/2025Raymond James Financial Inc.308,328$6.17M0.0%N/A3.464%
2/6/2025Atria Investments Inc248,073$4.96M0.1%+4.9%2.787%
2/6/2025Steward Partners Investment Advisory LLC36,489$730K0.0%+482.5%0.410%
2/3/2025Concurrent Investment Advisors LLC25,607$512K0.0%-2.7%0.288%
2/3/2025Private Advisor Group LLC35,674$713K0.0%+1.6%0.401%
1/31/2025Global Retirement Partners LLC1,451$29K0.0%-65.0%0.016%
1/31/2025Sanctuary Advisors LLC214,254$4.33M0.0%+2.1%2.407%
1/30/2025Csenge Advisory Group31,241$625K0.0%-93.5%0.351%
1/30/2025Allworth Financial LP1,462$30K0.0%N/A0.016%
1/27/2025Stratos Wealth Partners LTD.27,445$549K0.0%-13.9%0.308%
1/24/2025OFC Financial Planning LLC35,043$701K0.7%N/A0.394%
1/24/2025ODonnell Financial Services LLC207,257$4.17M1.8%-10.3%2.329%
1/22/2025Perigon Wealth Management LLC42,089$850K0.0%+1.5%0.473%
1/22/2025Pacer Advisors Inc.534,535$10.69M0.0%+7.9%6.006%
1/22/2025Kingswood Wealth Advisors LLC20,038$401K0.0%+42.3%0.225%
1/21/2025Geneos Wealth Management Inc.32,376$648K0.0%-8.4%0.364%
1/10/2025ORG Wealth Partners LLC46,869$937K0.3%+4.1%0.527%
1/10/2025ORG Partners LLC28,534$571K0.1%+34.5%0.321%
11/25/2024Sanctuary Advisors LLC209,872$4.24M0.0%+13.4%2.358%
11/15/2024Jane Street Group LLC31,635$653K0.0%-88.9%0.355%
11/15/2024Stifel Financial Corp25,666$529K0.0%+28.7%0.288%
11/13/2024Freedom Investment Management Inc.16,846$348K0.0%+68.8%0.189%
11/12/2024Pacer Advisors Inc.495,586$10.22M0.0%+2.5%5.568%
11/4/2024Axxcess Wealth Management LLC12,606$260K0.0%-9.4%0.142%
11/1/2024Atria Investments Inc236,432$4.88M0.1%+3.3%2.657%
10/28/2024Creative Financial Designs Inc. ADV208,486$4.30M0.4%+2.7%2.343%
10/25/2024Valmark Advisers Inc.10,837$224K0.0%N/A0.122%
10/24/2024J.W. Cole Advisors Inc.11,609$239K0.0%-29.4%0.130%
10/24/2024Wealth Enhancement Advisory Services LLC30,900$637K0.0%-74.9%0.347%
10/22/2024Private Advisor Group LLC35,105$724K0.0%-4.1%0.394%
10/22/2024ODonnell Financial Services LLC231,040$4.77M1.9%-18.3%2.596%
10/17/2024Inspire Advisors LLC300,523$6.20M0.8%N/A3.377%
10/11/2024ORG Partners LLC21,207$438K0.1%-73.4%0.238%
10/11/2024ORG Wealth Partners LLC45,033$929K0.3%N/A0.506%
10/8/2024City Center Advisors LLC29,993$619K0.7%+6.3%0.337%
9/5/2024Sanctuary Advisors LLC185,012$3.70M0.0%N/A2.079%
8/22/2024Cetera Investment Advisers73,148$1.47M0.0%-2.3%0.822%
(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, 65 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 2,570,139 shares in the last 24 months. This purchase volume represents approximately $51.60M in transactions.

Which of Pacer Trendpilot US Bond ETF's major shareholders have been selling company stock?

Of the 32 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 2,331,093 shares in the last 24 months. This volume of shares sold represents approximately $46.70M in transactions.


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This page (NYSEARCA:PTBD) was last updated on 9/22/2025 by MarketBeat.com Staff
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