PTBD Institutional Ownership & Shareholders
PACER TRENDPILOT US BOND ETF (PTBD) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $46.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $11.96M, representing an estimated loss of -4.27% 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
46
Total Reported Value
$46.64M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$12.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $11,956,384 | -$533,616 | -4.27% | |
| Lpl Financial Llc | 0.00% | 307,780 | $5,900,134 | $5,648,102 | -$252,032 | -4.27% | |
| Wbi Investments, Llc | 0.81% | 170,423 | $3,267,017 | $3,127,450 | -$139,567 | -4.27% | |
| Newedge Advisors, Llc | 0.01% | 159,006 | $3,048,144 | $2,917,935 | -$130,209 | -4.27% | |
| Raymond James Financial Inc | 0.00% | 124,156 | $2,380,072 | $2,278,399 | -$101,673 | -4.27% | |
| Wells Fargo & Company/Mn | 0.00% | 113,557 | $2,176,872 | $2,083,896 | -$92,976 | -4.27% | |
| Forefront Wealth Partners, Llc | 0.48% | 80,150 | $1,536,488 | $1,470,841 | -$65,647 | -4.27% | |
| Maridea Wealth Management Llc | 0.14% | 68,756 | $1,318,053 | $1,261,748 | -$56,305 | -4.27% | |
| Morgan Stanley | 0.00% | 68,394 | $1,311,118 | $1,255,105 | -$56,013 | -4.27% | |
| Envestnet Asset Management Inc | 0.00% | 63,483 | $1,216,964 | $1,164,983 | -$51,981 | -4.27% | |
| Ascentis Wealth Management, Llc | 0.18% | 62,166 | $1,191,680 | $1,140,814 | -$50,866 | -4.27% | |
| Cetera Investment Advisers | 0.00% | 59,422 | $1,139,116 | $1,090,459 | -$48,657 | -4.27% | |
| Capital Investment Advisory Services, Llc | 0.07% | 59,355 | $1,089,758 | $1,089,230 | -$528 | -0.05% | |
| Royal Bank Of Canada | 0.00% | 54,794 | $1,050,000 | $1,005,530 | -$44,470 | -4.24% | |
| Private Advisor Group, Llc | 0.00% | 51,703 | $991,148 | $948,807 | -$42,341 | -4.27% | |
| Atria Investments, Inc | 0.01% | 39,305 | $721,631 | $721,290 | -$341 | -0.05% | |
| Perigon Wealth Management, Llc | 0.01% | 37,288 | $684,611 | $684,276 | -$335 | -0.05% | |
| Hyundai Investments Co., Ltd. | 0.66% | 32,008 | $613,593 | $587,382 | -$26,211 | -4.27% | |
| Ofc Financial Planning, Llc | 0.51% | 30,149 | $577,956 | $553,267 | -$24,689 | -4.27% | |
| Wealthspire Retirement, Llc | 0.03% | 23,846 | $457,128 | $437,600 | -$19,528 | -4.27% | |
| Osaic Holdings, Inc. | 0.00% | 19,642 | $376,569 | $360,452 | -$16,117 | -4.28% | |
| Farther Finance Advisors, Llc | 0.00% | 17,930 | $329,195 | $329,035 | -$160 | -0.05% | |
| Hrt Financial Lp | 0.00% | 16,964 | $325,000 | $311,308 | -$13,692 | -4.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,626 | $318,730 | $305,105 | -$13,625 | -4.27% | |
| Sanctuary Advisors, Llc | 0.00% | 16,073 | $308,119 | $294,957 | -$13,162 | -4.27% | |
| Concurrent Investment Advisors, Llc | 0.00% | 16,069 | $295,027 | $294,884 | -$143 | -0.05% | |
| Morey & Quinn Wealth Partners, Llc | 0.19% | 16,069 | $295,025 | $294,884 | -$141 | -0.05% | |
| Independent Financial Group, Llc | 0.00% | 11,631 | $213,545 | $213,442 | -$103 | -0.05% | |
| Stifel Financial Corp | 0.00% | 10,810 | $207,212 | $198,375 | -$8,837 | -4.26% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 10,608 | $203,370 | $194,668 | -$8,702 | -4.28% | |
| Truist Financial Corp | 0.00% | 10,366 | $190,320 | $190,228 | -$92 | -0.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,739 | $186,713 | $178,721 | -$7,992 | -4.28% | |
| Ifp Advisors, Inc | 0.00% | 2,626 | $48,213 | $48,190 | -$23 | -0.05% | |
| Mather Group, Llc. | 0.00% | 2,465 | $45,257 | $45,235 | -$22 | -0.05% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,150 | $41,216 | $39,455 | -$1,761 | -4.27% | |
| Alphacore Capital Llc | 0.00% | 947 | $18,154 | $17,378 | -$776 | -4.27% | |
| Creative Financial Designs Inc | 0.00% | 786 | $15,061 | $14,424 | -$637 | -4.23% | |
| Geneos Wealth Management Inc. | 0.00% | 713 | $13,668 | $13,084 | -$584 | -4.27% | |
| Latitude Advisors, Llc | 0.00% | 744 | $13,660 | $13,653 | -$7 | -0.05% | |
| Ubs Group Ag | 0.00% | 614 | $11,770 | $11,268 | -$502 | -4.27% | |
| Harbour Investments, Inc. | 0.00% | 480 | $9,202 | $8,809 | -$393 | -4.28% | |
| Corecap Advisors, Llc | 0.00% | 357 | $6,555 | $6,551 | -$4 | -0.06% | |
| Private Trust Co Na | 0.00% | 200 | $3,672 | $3,670 | -$2 | -0.05% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 45,370 | $870 | $832,589 | +$831,719 | +95599.93% | |
| Jfs Wealth Advisors, Llc | 0.00% | 8 | $154 | $147 | -$7 | -4.67% | |
| Jpmorgan Chase & Co | 0.00% | 0 | $13 | — | — | — |
Frequently asked questions about PTBD
Who are the largest institutional holders of PTBD?
The largest institutional holders of PTBD reported in the latest SEC Form 13F filings include Pacer Advisors, Inc., Lpl Financial Llc, Wbi Investments, Llc, Newedge Advisors, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported PTBD position.
What is PTBD institutional ownership?
This page tracks PTBD positions reported by institutional investment managers through SEC Form 13F. PACER TRENDPILOT US BOND ETF (PTBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PTBD?
InsiderSet currently tracks 46 institutional managers reporting PTBD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PTBD shareholders.
How much PTBD stock do institutions own?
Institutional investment managers disclosed approximately $46.64M in PTBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PTBD institutional ownership last updated?
The latest PTBD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PTBD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PTBD position after the reporting date.
Are institutions buying or selling PTBD?
Institutional buying and selling can be analyzed by comparing PTBD positions across consecutive 13F reporting periods. InsiderSet's PTBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PTBD ownership changes.
How has PTBD institutional ownership changed over time?
InsiderSet tracks PTBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.