PACER TRENDPILOT US BOND ETF (PTBD) Institutional Shareholders
PACER TRENDPILOT US BOND ETF (PTBD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $46.83M in PTBD holdings during the latest filing period.
Pacer Advisors, Inc. is currently the largest disclosed institutional shareholder of PTBD tracked by InsiderSet, reporting ownership valued at approximately $12.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.27M, representing an estimated loss of -1.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed PTBD value among the investors covered in this analysis. Major shareholders include Pacer Advisors, Inc., Lpl Financial Llc, Wbi Investments, Llc, and several other long-term asset managers with concentrated positions in PACER TRENDPILOT US BOND ETF (PTBD).
This page ranks the largest institutional PTBD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$46.83M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$12.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 0.03% | 651,535 | $12,490,000 | $12,268,404 | -$221,596 | -1.77% | |
| Lpl Financial Llc | 0.00% | 307,780 | $5,900,134 | $5,795,497 | -$104,637 | -1.77% | |
| Wbi Investments, Llc | 0.81% | 170,423 | $3,267,017 | $3,209,065 | -$57,952 | -1.77% | |
| Newedge Advisors, Llc | 0.01% | 159,006 | $3,048,144 | $2,994,083 | -$54,061 | -1.77% | |
| Raymond James Financial Inc | 0.00% | 124,156 | $2,380,072 | $2,337,857 | -$42,215 | -1.77% | |
| Wells Fargo & Company/Mn | 0.00% | 113,557 | $2,176,872 | $2,138,278 | -$38,594 | -1.77% | |
| Forefront Wealth Partners, Llc | 0.48% | 80,150 | $1,536,488 | $1,509,224 | -$27,264 | -1.77% | |
| Maridea Wealth Management Llc | 0.14% | 68,756 | $1,318,053 | $1,294,675 | -$23,378 | -1.77% | |
| Morgan Stanley | 0.00% | 68,394 | $1,311,118 | $1,287,859 | -$23,259 | -1.77% | |
| Envestnet Asset Management Inc | 0.00% | 63,483 | $1,216,964 | $1,195,385 | -$21,579 | -1.77% | |
| Ascentis Wealth Management, Llc | 0.18% | 62,166 | $1,191,680 | $1,170,586 | -$21,094 | -1.77% | |
| Capital Investment Advisory Services, Llc | 0.07% | 59,912 | $1,148,513 | $1,128,143 | -$20,370 | -1.77% | |
| Cetera Investment Advisers | 0.00% | 59,422 | $1,139,116 | $1,118,916 | -$20,200 | -1.77% | |
| Royal Bank Of Canada | 0.00% | 54,794 | $1,050,000 | $1,031,771 | -$18,229 | -1.74% | |
| Private Advisor Group, Llc | 0.00% | 51,703 | $991,148 | $973,567 | -$17,581 | -1.77% | |
| Atria Investments, Inc | 0.01% | 37,652 | $721,793 | $708,987 | -$12,806 | -1.77% | |
| Perigon Wealth Management, Llc | 0.01% | 36,728 | $704,069 | $691,588 | -$12,481 | -1.77% | |
| Hyundai Investments Co., Ltd. | 0.66% | 32,008 | $613,593 | $602,711 | -$10,882 | -1.77% | |
| Ofc Financial Planning, Llc | 0.51% | 30,149 | $577,956 | $567,706 | -$10,250 | -1.77% | |
| Wealthspire Retirement, Llc | 0.03% | 23,846 | $457,128 | $449,020 | -$8,108 | -1.77% | |
| Osaic Holdings, Inc. | 0.00% | 19,642 | $376,569 | $369,859 | -$6,710 | -1.78% | |
| Farther Finance Advisors, Llc | 0.00% | 17,930 | $343,718 | $337,622 | -$6,096 | -1.77% | |
| Hrt Financial Lp | 0.00% | 16,964 | $325,000 | $319,432 | -$5,568 | -1.71% | |
| Concurrent Investment Advisors, Llc | 0.00% | 16,829 | $322,612 | $316,890 | -$5,722 | -1.77% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,626 | $318,730 | $313,068 | -$5,662 | -1.78% | |
| Sanctuary Advisors, Llc | 0.00% | 16,073 | $308,119 | $302,655 | -$5,464 | -1.77% | |
| Morey & Quinn Wealth Partners, Llc | 0.20% | 16,069 | $308,041 | $302,579 | -$5,462 | -1.77% | |
| Truist Financial Corp | 0.00% | 12,059 | $231,171 | $227,071 | -$4,100 | -1.77% | |
| Independent Financial Group, Llc | 0.00% | 11,631 | $222,966 | $219,012 | -$3,954 | -1.77% | |
| Stifel Financial Corp | 0.00% | 10,810 | $207,212 | $203,552 | -$3,660 | -1.77% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 10,608 | $203,370 | $199,749 | -$3,621 | -1.78% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,739 | $186,713 | $183,385 | -$3,328 | -1.78% | |
| Mather Group, Llc. | 0.00% | 3,272 | $62,724 | $61,612 | -$1,112 | -1.77% | |
| Ifp Advisors, Inc | 0.00% | 2,571 | $49,286 | $48,412 | -$874 | -1.77% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,150 | $41,216 | $40,484 | -$732 | -1.77% | |
| Alphacore Capital Llc | 0.00% | 947 | $18,154 | $17,832 | -$322 | -1.77% | |
| Creative Financial Designs Inc | 0.00% | 786 | $15,061 | $14,800 | -$261 | -1.73% | |
| Geneos Wealth Management Inc. | 0.00% | 713 | $13,668 | $13,426 | -$242 | -1.77% | |
| Ubs Group Ag | 0.00% | 614 | $11,770 | $11,562 | -$208 | -1.77% | |
| Corecap Advisors, Llc | 0.00% | 537 | $10,294 | $10,112 | -$182 | -1.77% | |
| Harbour Investments, Inc. | 0.00% | 480 | $9,202 | $9,038 | -$164 | -1.78% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 45,370 | $870 | $854,317 | +$853,447 | +98097.37% | |
| Jfs Wealth Advisors, Llc | 0.00% | 8 | $154 | $151 | -$3 | -2.18% | |
| Jpmorgan Chase & Co | 0.00% | 0 | $13 | — | — | — |
Frequently asked questions about PTBD
Who owns the most PTBD stock?
The largest holders of PTBD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER TRENDPILOT US BOND ETF (PTBD).
Is PTBD widely held by superinvestors?
Many widely followed stocks like PTBD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTBD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.