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Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership

Pacer Trendpilot US Bond ETF logo
$19.80 -0.04 (-0.20%)
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)
34
Total
Institutional Inflows
(last 12 months)
$48.63M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$46.18M
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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
8/14/2025NewEdge 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%
5/13/2025 Intrepid 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%
5/8/2025 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%
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%
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2/17/2025 Cetera Investment Advisers234,303$4.69M0.0%+200.6%2.633%
2/17/2025Citadel Advisors LLC79,122$1.58M0.0%N/A0.889%
2/17/2025 Aptus Capital Advisors LLC2,680$54K0.0%+115.6%0.030%
2/14/2025Jane 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%
2/13/2025NewEdge 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%
2/13/2025 Envestnet 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%
2/12/2025 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%
2/6/2025Raymond 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%
1/24/2025OFC 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%
1/21/2025Geneos 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%
11/15/2024Jane Street Group LLC31,635$653K0.0%-88.9%0.355%
11/15/2024Stifel Financial Corp25,666$529K0.0%+28.7%0.288%
11/13/2024 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%
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%
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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%
8/16/2024NewEdge Advisors LLC172,759$3.47M0.0%+8.2%1.941%
8/16/2024 Magnolia Capital Advisors LLC175,950$3.54M0.1%+0.7%1.977%
8/13/2024 Pacer Advisors Inc.483,486$9.72M0.0%+0.1%5.432%
8/9/2024 Financial Perspectives Inc3,172$64K0.0%-17.1%0.036%
8/8/2024 J.W. Cole Advisors Inc.16,434$330K0.0%-34.2%0.185%
(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), Raymond James Financial Inc. ($6.17M), Wells Fargo & Company MN ($5.38M), Raymond James Financial Services Advisors Inc. ($5.20M), and Creative Financial Designs Inc. ADV ($5.04M).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 43 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), Sanctuary Advisors LLC ($214.25K), Magnolia Capital Advisors LLC ($175.95K), Cetera Investment Advisers ($156.37K), and International Assets Investment Management LLC ($141.85K).

How much institutional buying is happening at Pacer Trendpilot US Bond ETF?

Institutional investors have bought a total of 2,416,413 shares in the last 24 months. This purchase volume represents approximately $48.63M in transactions.

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

Of the 30 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 ($177.24K), 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 2,304,617 shares in the last 24 months. This volume of shares sold represents approximately $46.18M in transactions.


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This page (NYSEARCA:PTBD) was last updated on 8/14/2025 by MarketBeat.com Staff
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