Pacer Trendpilot US Bond ETFPTBDETF
13F holders, Q3 2024 (September 30)58holders
6new positions
5sold out
$20.58avg. 13F price*
At the end of Q3 2024, 58 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, unchanged from Q2 2024. 6 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($11.0M), Pacer Advisors, Inc. ($10.2M) and Csenge Advisory Group ($9.7M).
- Company
- Pacer Trendpilot US Bond ETF
- Filed as
- PACER FDS TR (Q3 2024)
- CUSIP
- 69374H642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.1M |
| Exits | 5 | $730K |
All 13F filers, Q2 2024 → Q3 2024: 543,616 shares bought and 702,315 shares sold, net −158,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.00% | Add +8.0% | 532,836 | $11.0M |
| Pacer Advisors, Inc. | 0.02% | Add +2.5% | 495,586 | $10.2M |
| Csenge Advisory Group | 0.51% | Reduce -5.6% | 477,763 | $9.7M |
| Inspire Advisors, LLC | 0.75% | New | 300,523 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +5.6% | 241,637 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +3.3% | 236,432 | $4.9M |
| ODonnell Financial Services, LLC | 1.94% | Reduce -18.3% | 231,040 | $4.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -10.3% | 227,557 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.4% | 217,844 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -10.6% | 213,400 | $4.4M |
| Creative Financial Designs Inc. | 0.36% | Add +2.8% | 208,486 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +13.4% | 209,872 | $4.2M |
| NewEdge Advisors, LLC | 0.03% | Add +12.7% | 194,736 | $4.0M |
| Morgan Stanley | 0.00% | Add +10.2% | 128,653 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -8.5% | 110,478 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 85,514 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +6.5% | 77,937 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.54% | Add +3.3% | 66,229 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.8% | 59,023 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.4% | 58,433 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.4% | 51,284 | $1.1M |
| Ascentis Wealth Management, LLC | 0.35% | — | 45,033 | $929K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 41,493 | $856K |
| Perigon Wealth Management, LLC | 0.02% | Add +3.6% | 41,476 | $856K |
| Geneos Wealth Management Inc. | 0.03% | Add +1116.4% | 35,348 | $729K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.1% | 35,105 | $724K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.3% | 31,891 | $658K |
| Jane Street Group, LLC | 0.00% | Reduce -88.8% | 31,635 | $653K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -75.0% | 30,900 | $637K |
| Intrepid Financial Planning Group LLC | 0.27% | Add +1.7% | 30,291 | $625K |
| City Center Advisors, LLC | 0.69% | Add +6.3% | 29,993 | $619K |
| Concurrent Investment Advisors, LLC | 0.02% | No change | 26,307 | $543K |
| Stifel Financial Corp. | 0.00% | Add +28.7% | 25,666 | $529K |
| ORG Partners LLC | 0.07% | Reduce -73.3% | 21,207 | $438K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,500 | $423K |
| Freedom Investment Management, Inc. | 0.03% | Add +68.8% | 16,846 | $348K |
| PFG Advisors | 0.02% | Reduce -55.2% | 15,145 | $312K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -11.8% | 14,080 | $291K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -9.4% | 12,606 | $260K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -9.4% | 12,606 | $256K |
| Truist Financial Corp. | 0.00% | Add +2.4% | 11,801 | $243K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -29.4% | 11,609 | $239K |
| United Advisor Group, LLC | 0.05% | Add +0.1% | 11,325 | $234K |
| Independent Financial Group, LLC | 0.01% | New | 11,314 | $233K |
| Valmark Advisers, Inc. | 0.00% | New | 10,837 | $224K |
| Harbour Investments, Inc. | 0.01% | Reduce -21.1% | 8,225 | $170K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,264 | $129K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 4,151 | $86K |
| Bank of Montreal | 0.00% | Reduce -36.7% | 3,123 | $65K |
| Financial Perspectives, Inc | 0.02% | Reduce -21.5% | 2,491 | $51K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -3.6% | 1,243 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.6% | 1,243 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,037 | $21K |
| Farther Finance Advisors, LLC | 0.00% | No change | 969 | $20K |
| WealthShield Partners, LLC | 0.00% | Reduce -69.4% | 746 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -59.3% | 275 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -51.4% | 191 | $4K |
| WFA of San Diego, LLC | 0.00% | No change | 110 | $2K |
"% of holder's portfolio" is PTBD's weight in each manager's 13F, not the share of Pacer Trendpilot US Bond ETF the manager owns.