Pacer Trendpilot US Bond ETFPTBDETF

13F holders, Q1 2026 (March 31)
55holders +4
7new positions
2sold out
1famous investor
$18.98avg. 13F price*

At the end of Q1 2026, 55 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, up 4 from Q4 2025. 7 opened new positions and 2 sold out. The largest holders were Pacer Advisors, Inc. ($10.8M), LPL Financial LLC ($5.9M) and Magnolia Capital Advisors LLC ($5.5M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$7.0M
Exits2$1.8M

All 13F filers, Q4 2025 → Q1 2026: 602,937 shares bought and 623,659 shares sold, net −20,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 55 holders

Pacer Advisors, Inc. 0.03% Add +4.7% 567,271 $10.8M
LPL Financial LLC 0.00% Reduce -16.2% 310,552 $5.9M
Magnolia Capital Advisors LLC 1.09% Add +45.5% 291,105 $5.5M
Creative Financial Designs Inc. 0.33% Add +2.6% 284,775 $5.4M
Wbi Investments, LLC 0.88% New 168,891 $3.2M
Millington Securities, LLC 0.88% — 168,891 $3.2M
NewEdge Advisors, LLC 0.01% Add +6.1% 160,037 $3.0M
Wells Fargo & Company 0.00% Reduce -6.1% 130,410 $2.5M
Raymond James Financial Inc. 0.00% Reduce -42.8% 124,711 $2.4M
Mather Group, Llc. 0.02% New 122,913 $2.3M
Morgan Stanley 0.00% Reduce -5.2% 79,078 $1.5M
Cetera Investment Advisers 0.00% Reduce -8.4% 78,795 $1.5M
Ascentis Wealth Management, LLC 0.26% Add +29.5% 64,697 $1.2M
Maridea Wealth Management LLC 0.18% New 63,658 $1.2M
Envestnet Asset Management Inc. 0.00% Add +120.7% 61,832 $1.2M
Capital Investment Advisory Services, LLC 0.08% Add +21.8% 59,783 $1.1M
Royal Bank of Canada 0.00% Reduce -8.7% 53,701 $1.0M
Private Advisor Group, LLC 0.00% Add +4.7% 48,324 $917K
Forefront Wealth Partners, LLC 0.35% Add +6.5% 44,675 $848K
Citadel Advisors 0.00% Reduce -81.3% 39,524 $750K
Jane Street Group, LLC 0.00% Reduce -70.4% 39,131 $743K
Perigon Wealth Management, LLC 0.01% Reduce -6.2% 37,413 $710K
Atria Investments, Inc 0.01% Reduce -9.6% 36,356 $690K
JPMorgan Chase & Co. 0.00% Add +0.0% 33,492 $631K
Ofc Financial Planning, LLC 0.61% No change 32,519 $617K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 28,703 $545K
Wealthspire Retirement, LLC 0.03% Reduce -18.4% 23,846 $453K
Farther Finance Advisors, LLC 0.00% Reduce -5.2% 17,930 $341K
Commonwealth Equity Services, LLC 0.00% Reduce -19.5% 17,539 $333K
Concurrent Investment Advisors, LLC 0.00% Reduce -10.6% 16,984 $322K
Hyundai Investments Co., Ltd. 0.36% Reduce -24.4% 16,743 $315K
Osaic Holdings, Inc. 0.00% Reduce -70.7% 16,315 $310K
Sanctuary Advisors, LLC 0.00% Add +1.1% 16,313 $310K
Morey & Quinn Wealth Partners, LLC 0.22% No change 16,069 $305K
Stratos Wealth Partners, LTD. 0.00% Reduce -16.3% 15,382 $292K
Independent Financial Group, LLC 0.01% Reduce -22.4% 14,064 $267K
Truist Financial Corp. 0.00% Reduce -5.5% 11,952 $227K
Kestra Advisory Services, LLC 0.00% Add +9.7% 11,545 $219K
Stifel Financial Corp. 0.00% Reduce -1.8% 11,061 $210K
StoneX Group Inc. 0.01% New 10,460 $199K
Rockefeller Capital Management L.P. 0.00% Reduce -34.0% 9,600 $182K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.6% 4,634 $88K
Ascentis Independent Advisors 0.01% New 3,588 $68K
IFP Advisors, Inc 0.00% Reduce -29.9% 3,150 $60K
Aptus Capital Advisors, LLC 0.00% Add +38.0% 2,148 $41K
Bullock Wealth Management Group 0.01% Reduce -10.0% 1,503 $29K
Guardian Wealth Advisors, LLC / NC 0.00% New 1,206 $23K
Geneos Wealth Management Inc. 0.00% No change 1,036 $20K
AlphaCore Capital LLC 0.00% No change 947 $18K
Harbour Investments, Inc. 0.00% Reduce -89.1% 897 $17K
Rossby Financial, LCC 0.00% No change 742 $14K
CoreCap Advisors, LLC 0.00% No change 537 $10K
UBS Group AG 0.00% Reduce -68.4% 256 $5K
WFA of San Diego, LLC 0.00% No change 110 $2K
Assetmark, Inc. 0.00% New 14 $266

"% 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.