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Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership

Pacer Trendpilot US Bond ETF logo
$19.16 -0.03 (-0.16%)
As of 03:51 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)
23
Total
Institutional Inflows
(last 12 months)
$9.44M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.77M
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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
6/18/2026Pacer Advisors Inc.567,271$10.77M0.0%+4.7%11.345%
6/3/2026 NewEdge Advisors LLC160,037$3.04M0.0%+6.1%3.201%
5/19/2026 NewEdge Advisors LLC34,724$659K0.0%-77.0%0.694%
5/18/2026Royal Bank of Canada53,701$1.02M0.0%-8.7%1.074%
5/13/2026 Cetera Investment Advisers78,795$1.50M0.0%-8.4%1.576%
5/13/2026 Wealthspire Retirement LLC23,846$453K0.0%-18.4%0.477%
5/6/2026 Independent Financial Group LLC14,064$267K0.0%N/A0.281%
4/30/2026 Kestra Advisory Services LLC11,545$219K0.0%+9.7%0.231%
4/28/2026 Ascentis Independent Advisors3,588$68K0.0%N/A0.072%
4/27/2026 Private Advisor Group LLC48,324$917K0.0%+4.7%0.966%
4/21/2026 Maridea Wealth Management LLC63,658$1.21M0.2%N/A1.273%
3/17/2026Rockefeller Capital Management L.P.14,546$282K0.0%+191.8%0.260%
2/24/2026Pacer Advisors Inc.541,911$10.51M0.0%-6.3%9.677%
2/18/2026 Wealthspire Retirement LLC29,214$567K0.0%N/A0.522%
2/18/2026 NewEdge Advisors LLC150,843$2.93M0.0%+5.5%2.694%
2/17/2026Osaic Holdings Inc.55,709$1.08M0.0%-55.6%0.995%
2/17/2026Royal Bank of Canada58,845$1.14M0.0%-24.9%1.051%
2/17/2026Hyundai Investments Co. Ltd.22,150$429K0.4%N/A0.396%
2/13/2026 Stifel Financial Corp11,262$218K0.0%-12.8%0.201%
2/13/2026Magnolia Capital Advisors LLC200,085$3.88M0.8%+6.1%3.573%
2/13/2026Wells Fargo & Company MN138,873$2.69M0.0%-43.8%2.480%
2/12/2026Jane Street Group LLC132,132$2.56M0.0%+120.4%2.360%
2/12/2026 Commonwealth Equity Services LLC21,793$423K0.0%-10.6%0.389%
2/11/2026 LPL Financial LLC370,484$7.19M0.0%-10.2%6.616%
2/10/2026Goldman Sachs Group Inc.93,271$1.81M0.0%N/A1.666%
2/9/2026 Harbour Investments Inc.8,261$160K0.0%-8.2%0.148%
2/6/2026 Creative Financial Designs Inc. ADV277,610$5.39M0.3%+4.8%4.957%
2/6/2026Forefront Wealth Partners LLC41,949$814K0.4%+31.3%0.749%
2/4/2026Pacer Advisors Inc.541,911$10.51M0.0%-6.3%9.677%
2/2/2026 Truist Financial Corp12,647$245K0.0%+5.0%0.226%
1/29/2026 Concurrent Investment Advisors LLC19,000$369K0.0%-21.2%0.328%
1/23/2026 Farther Finance Advisors LLC18,919$367K0.0%+2,182.1%0.321%
1/21/2026 Capital Investment Advisory Services LLC49,075$952K0.1%+7.5%0.832%
1/20/2026 Stratos Wealth Partners LTD.18,386$357K0.0%-5.6%0.312%
1/16/2026 Perigon Wealth Management LLC39,863$773K0.0%-10.2%0.676%
1/14/2026ORG Partners LLC21,599$419K0.1%+3.2%0.366%
1/14/2026 ORG Wealth Partners LLC49,949$969K0.2%-4.3%0.847%
11/17/2025 NewEdge Advisors LLC142,916$2.83M0.0%-4.3%2.233%
11/17/2025 OFC Financial Planning LLC32,744$649K0.6%-3.0%0.512%
11/14/2025Raymond James Financial Inc.286,272$5.68M0.0%-3.4%4.473%
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11/13/2025Magnolia Capital Advisors LLC188,669$3.74M1.0%+2.3%2.948%
11/13/2025 Private Advisor Group LLC43,409$861K0.0%+14.3%0.678%
11/12/2025 Creative Financial Designs Inc. ADV264,787$5.25M0.4%+3.8%4.137%
11/10/2025 ODonnell Financial Services LLC347,665$6.89M2.5%+3.6%5.432%
11/6/2025 Stratos Wealth Partners LTD.19,471$386K0.0%-12.5%0.304%
11/5/2025 Envestnet Asset Management Inc.33,449$663K0.0%-7.5%0.523%
10/27/2025 Concurrent Investment Advisors LLC24,109$478K0.0%-3.5%0.377%
10/24/2025ORG Partners LLC20,929$415K0.1%-7.6%0.327%
10/24/2025 ORG Wealth Partners LLC52,201$1.04M0.2%+1.6%0.816%
10/20/2025Forefront Wealth Partners LLC31,953$634K0.2%N/A0.492%
10/15/2025Pacer Advisors Inc.578,247$11.47M0.0%+2.1%8.896%
9/4/2025Osaic 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%
8/14/2025Jane Street Group LLC62,162$1.23M0.0%+167.1%0.914%
8/14/2025Raymond James Financial Inc.296,213$5.85M0.0%-3.8%4.356%
8/14/2025Napa Wealth Management313,242$6.19M3.0%N/A4.607%
8/14/2025 NewEdge Advisors LLC149,408$2.95M0.0%-11.4%2.197%
8/12/2025Steward Partners Investment Advisory LLC4,934$97K0.0%-85.0%0.073%
8/11/2025Inspire Advisors LLC58,195$1.15M0.1%-89.4%0.856%
8/8/2025 Cetera Investment Advisers58,798$1.16M0.0%-37.5%0.865%
8/5/2025Magnolia 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%
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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%


PTBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of Pacer Trendpilot US Bond ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($10.77M), LPL Financial LLC ($7.19M), ODonnell Financial Services LLC ($6.89M), Napa Wealth Management ($6.19M), Raymond James Financial Inc. ($5.68M), Creative Financial Designs Inc. ADV ($5.39M), and Sanctuary Advisors LLC ($4.33M).Learn more on Pacer Trendpilot US Bond ETF's institutional investors.

Of the 48 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), Napa Wealth Management ($313.24K), Sanctuary Advisors LLC ($214.25K), Jane Street Group LLC ($214.17K), Cetera Investment Advisers ($156.37K), and ODonnell Financial Services LLC ($140.41K).

Institutional investors have bought a total of 487,454 shares in the last 24 months. This purchase volume represents approximately $9.44M in transactions.

Of the 19 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: NewEdge Advisors LLC ($122.61K), Wells Fargo & Company MN ($108.03K), Osaic Holdings Inc. ($86.28K), Pacer Advisors Inc. ($72.67K), LPL Financial LLC ($42.03K), Royal Bank of Canada ($24.61K), and Raymond James Financial Inc. ($9.94K).

Institutional investors have sold a total of 505,826 shares in the last 24 months. This volume of shares sold represents approximately $9.77M in transactions.


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Institutional ownership data for NYSEARCA:PTBD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/18/2026. New 13F filings are added each quarter as they're published.
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