Pacer Trendpilot US Bond ETFPTBDETF

13F holders, Q4 2025 (December 31)
51holders
6new positions
5sold out
1famous investor
$19.40avg. 13F price*

At the end of Q4 2025, 51 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, unchanged from Q3 2025. 6 opened new positions and 5 sold out. The largest holders were Pacer Advisors, Inc. ($10.5M), LPL Financial LLC ($7.2M) and Creative Financial Designs Inc. ($5.4M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$6.9M
Exits5$7.1M

All 13F filers, Q3 2025 → Q4 2025: 508,000 shares bought and 747,965 shares sold, net −239,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Pacer Advisors, Inc. 0.03% Reduce -6.3% 541,911 $10.5M
LPL Financial LLC 0.00% Reduce -10.2% 370,484 $7.2M
Creative Financial Designs Inc. 0.34% Add +4.8% 277,610 $5.4M
Raymond James Financial Inc. 0.00% Reduce -23.8% 218,131 $4.2M
Citadel Advisors 0.00% New 211,516 $4.1M
Magnolia Capital Advisors LLC 0.82% Add +6.0% 200,085 $3.9M
NewEdge Advisors, LLC 0.01% Add +5.5% 150,843 $2.9M
Wells Fargo & Company 0.00% Reduce -43.8% 138,873 $2.7M
Jane Street Group, LLC 0.00% Add +120.4% 132,132 $2.6M
Goldman Sachs Group Inc. 0.00% New 93,271 $1.8M
Cetera Investment Advisers 0.00% Add +0.6% 85,997 $1.7M
Morgan Stanley 0.00% Reduce -8.4% 83,415 $1.6M
Royal Bank of Canada 0.00% Reduce -24.9% 58,845 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -55.6% 55,709 $1.1M
Ascentis Wealth Management, LLC 0.25% Reduce -4.3% 49,949 $969K
Capital Investment Advisory Services, LLC 0.07% Add +7.5% 49,075 $952K
Private Advisor Group, LLC 0.00% Add +6.3% 46,160 $896K
Forefront Wealth Partners, LLC 0.39% Add +31.3% 41,949 $814K
Atria Investments, Inc 0.01% Reduce -6.8% 40,220 $780K
Perigon Wealth Management, LLC 0.01% Reduce -10.2% 39,863 $773K
Ofc Financial Planning, LLC 0.60% Reduce -0.7% 32,519 $631K
Wealthspire Retirement, LLC 0.03% New 29,214 $567K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.8% 28,687 $557K
Envestnet Asset Management Inc. 0.00% Reduce -16.3% 28,013 $543K
Hyundai Investments Co., Ltd. 0.42% New 22,150 $429K
Commonwealth Equity Services, LLC 0.00% Reduce -10.6% 21,793 $423K
ORG Partners LLC 0.07% Add +3.2% 21,599 $419K
Concurrent Investment Advisors, LLC 0.00% Reduce -21.2% 19,000 $369K
Farther Finance Advisors, LLC 0.00% Add +2182.2% 18,919 $367K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.6% 18,386 $357K
Independent Financial Group, LLC 0.01% No change 18,131 $352K
Sanctuary Advisors, LLC 0.00% Add +1.0% 16,133 $313K
Morey & Quinn Wealth Partners, LLC 0.22% No change 16,069 $312K
Rockefeller Capital Management L.P. 0.00% Add +191.8% 14,546 $282K
Truist Financial Corp. 0.00% Add +5.0% 12,647 $245K
Stifel Financial Corp. 0.00% Reduce -12.8% 11,262 $218K
Kestra Advisory Services, LLC 0.00% Reduce -1.0% 10,521 $204K
Harbour Investments, Inc. 0.00% Reduce -8.2% 8,261 $160K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.5% 5,184 $101K
IFP Advisors, Inc 0.00% Reduce -9.2% 4,497 $87K
Bullock Wealth Management Group 0.02% — 1,670 $32K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,557 $30K
Global Retirement Partners, LLC 0.00% No change 1,451 $28K
Geneos Wealth Management Inc. 0.00% Reduce -83.5% 1,036 $20K
AlphaCore Capital LLC 0.00% New 947 $18K
UBS Group AG 0.00% New 810 $16K
Rossby Financial, LCC 0.00% No change 742 $14K
CoreCap Advisors, LLC 0.00% No change 537 $10K
Bank of Montreal 0.00% Reduce -3.7% 260 $5K
CIBC Private Wealth Group LLC 0.00% No change 219 $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.