Pacer Trendpilot US Bond ETFPTBDETF
13F holders, Q1 2025 (March 31)57holders −3
5new positions
9sold out
$20.06avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, down 3 from Q4 2024. 5 opened new positions and 9 sold out. The largest holders were Pacer Advisors, Inc. ($11.6M), Inspire Advisors, LLC ($11.0M) and LPL Financial LLC ($10.1M).
- Company
- Pacer Trendpilot US Bond ETF
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $970K |
| Exits | 9 | $2.7M |
All 13F filers, Q4 2024 → Q1 2025: 524,917 shares bought and 538,567 shares sold, net −13,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Pacer Advisors, Inc. | 0.03% | Add +8.6% | 580,585 | $11.6M |
| Inspire Advisors, LLC | 1.27% | Add +23.1% | 546,659 | $11.0M |
| LPL Financial LLC | 0.00% | Add +4.6% | 503,510 | $10.1M |
| ODonnell Financial Services, LLC | 2.71% | Add +58.1% | 327,583 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 307,923 | $6.2M |
| Atria Investments, Inc | 0.07% | Add +3.1% | 255,890 | $5.1M |
| Creative Financial Designs Inc. | 0.39% | Add +4.4% | 242,821 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.9% | 222,963 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.5% | 221,783 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -18.4% | 219,442 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.6% | 187,401 | $3.8M |
| Magnolia Capital Advisors LLC | 1.01% | Add +3.6% | 185,387 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +1.3% | 168,537 | $3.4M |
| Harbour Investments, Inc. | 0.08% | Add +2099.0% | 141,527 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -14.1% | 98,689 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -59.9% | 94,036 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 78,181 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.31% | Add +1.6% | 66,067 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.3% | 56,901 | $1.1M |
| Ascentis Wealth Management, LLC | 0.31% | Add +2.8% | 48,195 | $969K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.1% | 42,038 | $843K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 39,713 | $797K |
| Private Advisor Group, LLC | 0.00% | Add +5.6% | 37,671 | $756K |
| Ofc Financial Planning, LLC | 0.79% | Reduce -0.6% | 34,830 | $699K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 34,771 | $698K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.0% | 34,602 | $694K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.7% | 32,959 | $661K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.1% | 25,507 | $512K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.4% | 24,995 | $501K |
| Jane Street Group, LLC | 0.00% | Reduce -82.7% | 23,269 | $467K |
| Stifel Financial Corp. | 0.00% | Reduce -11.4% | 22,359 | $449K |
| ORG Partners LLC | 0.11% | Reduce -21.8% | 22,313 | $448K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -31.7% | 20,507 | $411K |
| Csenge Advisory Group | 0.02% | Reduce -36.8% | 19,742 | $388K |
| Independent Financial Group, LLC | 0.01% | New | 18,388 | $369K |
| Forefront Wealth Partners, LLC | 0.24% | New | 17,827 | $358K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.5% | 14,560 | $292K |
| Morey & Quinn Wealth Partners, LLC | 0.22% | No change | 13,309 | $267K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -2.0% | 12,331 | $248K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.0% | 12,331 | $247K |
| United Advisor Group, LLC | 0.05% | Add +2.1% | 11,667 | $234K |
| Truist Financial Corp. | 0.00% | Reduce -0.0% | 11,469 | $230K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,840 | $217K |
| MJT & Associates Financial Advisory Group, Inc. | 0.17% | — | 8,932 | $179K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -83.4% | 5,367 | $108K |
| UBS Group AG | 0.00% | Add +4795.1% | 4,944 | $99K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +0.2% | 1,551 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -42.1% | 1,551 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 829 | $17K |
| Rossby Financial, LCC | 0.01% | New | 742 | $15K |
| Arax Advisory Partners | 0.00% | New | 583 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 537 | $11K |
| WealthShield Partners, LLC | 0.00% | No change | 374 | $8K |
| Bank of Montreal | 0.00% | No change | 270 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 219 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 191 | $4K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 81 | $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.