Pacer Trendpilot US Bond ETFPTBDETF

13F holders, Q3 2025 (September 30)
51holders −8
6new positions
13sold out
$19.83avg. 13F price*

At the end of Q3 2025, 51 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, down 8 from Q2 2025. 6 opened new positions and 13 sold out. The largest holders were Pacer Advisors, Inc. ($11.5M), LPL Financial LLC ($8.2M) and Napa Wealth Management ($6.9M).

Company
Pacer Trendpilot US Bond ETF
Filed as
PACER FDS TR (Q3 2025)
CUSIP
69374H642
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 58Q1 2024Q2 2024: 58Q2 2024Q3 2024: 58Q3 2024Q4 2024: 60Q4 2024Q1 2025: 57Q1 2025Q2 2025: 59Q2 2025Q3 2025: 51Q3 2025Q4 2025: 51Q4 2025Q1 2026: 55Q1 2026Q2 2026: 47Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$956K
Exits13$5.1M

All 13F filers, Q2 2025 → Q3 2025: 185,831 shares bought and 437,140 shares sold, net −251,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Pacer Advisors, Inc. 0.03% Add +2.1% 578,247 $11.5M
LPL Financial LLC 0.00% Reduce -6.2% 412,514 $8.2M
Napa Wealth Management 3.23% Add +11.1% 348,012 $6.9M
ODonnell Financial Services, LLC 2.45% Add +3.6% 347,665 $6.9M
Raymond James Financial Inc. 0.00% Reduce -3.4% 286,272 $5.7M
Creative Financial Designs Inc. 0.35% Add +3.8% 264,787 $5.3M
Wells Fargo & Company 0.00% Add +6.2% 246,907 $4.9M
Magnolia Capital Advisors LLC 0.98% Add +2.3% 188,669 $3.7M
NewEdge Advisors, LLC 0.01% Reduce -4.3% 142,916 $2.8M
Osaic Holdings, Inc. 0.00% Reduce -39.2% 125,485 $2.5M
Morgan Stanley 0.00% Reduce -3.2% 91,020 $1.8M
Cetera Investment Advisers 0.00% Add +45.4% 85,507 $1.7M
Royal Bank of Canada 0.00% Add +3.8% 78,313 $1.6M
Jane Street Group, LLC 0.00% Reduce -3.5% 59,960 $1.2M
Ascentis Wealth Management, LLC 0.25% Add +1.6% 52,201 $1.0M
Capital Investment Advisory Services, LLC 0.07% Reduce -0.8% 45,643 $905K
Perigon Wealth Management, LLC 0.02% Add +0.6% 44,408 $881K
Private Advisor Group, LLC 0.00% Add +14.3% 43,409 $861K
Atria Investments, Inc 0.01% Reduce -9.2% 43,131 $855K
Cambridge Investment Research Advisors, Inc. 0.00% Add +65.5% 33,669 $668K
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 33,449 $663K
Ofc Financial Planning, LLC 0.64% Reduce -3.0% 32,744 $649K
Forefront Wealth Partners, LLC 0.16% New 31,953 $634K
Commonwealth Equity Services, LLC 0.00% Reduce -37.9% 24,379 $483K
Concurrent Investment Advisors, LLC 0.01% Reduce -3.5% 24,109 $478K
ORG Partners LLC 0.08% Reduce -7.6% 20,929 $415K
Stratos Wealth Partners, LTD. 0.00% Reduce -12.4% 19,471 $386K
Independent Financial Group, LLC 0.01% No change 18,131 $360K
Morey & Quinn Wealth Partners, LLC 0.23% No change 16,069 $319K
Sanctuary Advisors, LLC 0.00% Reduce -14.6% 15,974 $317K
Stifel Financial Corp. 0.00% Reduce -33.6% 12,913 $256K
Truist Financial Corp. 0.00% Add +3.7% 12,044 $239K
Kestra Advisory Services, LLC 0.00% Reduce -23.9% 10,623 $211K
HRT Financial LP 0.00% New 10,137 $201K
Harbour Investments, Inc. 0.00% Reduce -36.2% 8,996 $178K
Geneos Wealth Management Inc. 0.00% No change 6,277 $124K
Steward Partners Investment Advisory, LLC 0.00% Add +11.2% 5,484 $109K
Rockefeller Capital Management L.P. 0.00% New 4,985 $99K
IFP Advisors, Inc 0.00% Reduce -3.0% 4,951 $98K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 1,555 $31K
Global Retirement Partners, LLC 0.00% No change 1,451 $29K
Assetmark, Inc. 0.00% New 904 $18K
Farther Finance Advisors, LLC 0.00% No change 829 $16K
Rossby Financial, LCC 0.00% No change 742 $15K
CoreCap Advisors, LLC 0.00% No change 537 $11K
Bank of Montreal 0.00% No change 270 $5K
Anchor Investment Management, LLC 0.00% New 244 $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% No change 110 $2K
FMR LLC 0.00% New 1 $20

"% 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.