Pacer Trendpilot US Bond ETFPTBDETF
13F holders, Q2 2025 (June 30)59holders +2
5new positions
4sold out
1famous investor
$19.75avg. 13F price*
At the end of Q2 2025, 59 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, up 2 from Q1 2025. 5 opened new positions and 4 sold out. The largest holders were Pacer Advisors, Inc. ($11.2M), LPL Financial LLC ($8.7M) and ODonnell Financial Services, LLC ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Trendpilot US Bond ETF
- Filed as
- PACER FDS TR (Q2 2025)
- CUSIP
- 69374H642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.6M |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 517,037 shares bought and 1,491,754 shares sold, net −974,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Pacer Advisors, Inc. | 0.03% | Reduce -2.5% | 566,285 | $11.2M |
| LPL Financial LLC | 0.00% | Reduce -12.7% | 439,662 | $8.7M |
| ODonnell Financial Services, LLC | 2.54% | Add +2.4% | 335,578 | $6.6M |
| Napa Wealth Management | 2.96% | New | 313,242 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.8% | 296,213 | $5.9M |
| Creative Financial Designs Inc. | 0.36% | Add +5.0% | 255,008 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 232,421 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.4% | 206,459 | $4.1M |
| Magnolia Capital Advisors LLC | 0.92% | Reduce -0.5% | 184,509 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -11.3% | 149,408 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -4.7% | 94,011 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 75,439 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.34% | Reduce -3.7% | 63,620 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +167.2% | 62,162 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -37.5% | 58,798 | $1.2M |
| Inspire Advisors, LLC | 0.12% | Reduce -89.3% | 58,195 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.4% | 54,378 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 52,809 | $1.0M |
| Ascentis Wealth Management, LLC | 0.28% | Add +6.7% | 51,400 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -81.4% | 47,497 | $938K |
| Capital Investment Advisory Services, LLC | 0.07% | New | 46,034 | $909K |
| Perigon Wealth Management, LLC | 0.02% | Add +5.1% | 44,164 | $872K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 39,224 | $775K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 37,984 | $750K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 36,168 | $714K |
| Ofc Financial Planning, LLC | 0.71% | Reduce -3.0% | 33,770 | $667K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 24,995 | $494K |
| ORG Partners LLC | 0.10% | Add +1.5% | 22,641 | $447K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.8% | 22,241 | $439K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -41.5% | 20,345 | $402K |
| Csenge Advisory Group | 0.02% | Reduce -0.5% | 19,638 | $384K |
| Stifel Financial Corp. | 0.00% | Reduce -13.1% | 19,440 | $384K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -91.6% | 18,698 | $369K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.4% | 18,131 | $358K |
| Citadel Advisors | 0.00% | New | 16,356 | $323K |
| Morey & Quinn Wealth Partners, LLC | 0.25% | Add +20.7% | 16,069 | $317K |
| Harbour Investments, Inc. | 0.01% | Reduce -90.0% | 14,091 | $278K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -92.5% | 13,968 | $276K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.1% | 13,522 | $267K |
| Truist Financial Corp. | 0.00% | Add +1.2% | 11,611 | $229K |
| United Advisor Group, LLC | 0.04% | Reduce -1.6% | 11,476 | $227K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.8% | 10,928 | $216K |
| MJT & Associates Financial Advisory Group, Inc. | 0.22% | No change | 8,932 | $176K |
| Geneos Wealth Management Inc. | 0.00% | Add +17.0% | 6,277 | $124K |
| IFP Advisors, Inc | 0.00% | New | 5,102 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -85.0% | 4,934 | $97K |
| UBS Group AG | 0.00% | Reduce -34.8% | 3,222 | $64K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +0.1% | 1,552 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,552 | $31K |
| Global Retirement Partners, LLC | 0.00% | — | 1,451 | $29K |
| Farther Finance Advisors, LLC | 0.00% | No change | 829 | $16K |
| Rossby Financial, LCC | 0.01% | No change | 742 | $15K |
| Arax Advisory Partners | 0.00% | No change | 583 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 537 | $11K |
| 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 |
| WFA of San Diego, LLC | 0.00% | — | 110 | $2K |
| WealthShield Partners, LLC | 0.00% | Reduce -99.5% | 2 | $40 |
"% 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.