Who owns Pacer Trendpilot US Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PTBD from SEC Form 13F filings across 48 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 48 institutions disclosed 2.5M shares of Pacer Trendpilot US Bond ETF worth $47.8M — about 54.9% of shares outstanding; the largest disclosed holder is Pacer Advisors, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
48
13F holders
$47.8M
value, 2026 filers
54.9%
of shares outstanding (2.5M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PTBD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 651,535 | $12.5M | 0.0% | 14.4% | +14.9% |
| 2 | LPL Financial LLC | 307,780 | $5.9M | 0.0% | 6.8% | -0.9% |
| 3 | WBI INVESTMENTS, LLC | 170,423 | $3.3M | 0.8% | 3.8% | +0.9% |
| 4 | NewEdge Advisors, LLC | 159,006 | $3.0M | 0.0% | 3.5% | +357.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 124,156 | $2.4M | 0.0% | 2.7% | -0.4% |
| 6 | WELLS FARGO & COMPANY/MN | 113,557 | $2.2M | 0.0% | 2.5% | -12.9% |
| 7 | Forefront Wealth Partners, LLC | 80,150 | $1.5M | 0.5% | 1.8% | +79.4% |
| 8 | Maridea Wealth Management LLC | 68,756 | $1.3M | 0.1% | 1.5% | +8.0% |
| 9 | MORGAN STANLEY | 68,394 | $1.3M | 0.0% | 1.5% | -13.5% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 63,483 | $1.2M | 0.0% | 1.4% | +2.7% |
| 11 | Ascentis Wealth Management, LLC | 63,254 | $1.2M | 0.2% | 1.4% | -2.2% |
| 12 | Capital Investment Advisory Services, LLC | 59,912 | $1.1M | 0.1% | 1.3% | +0.2% |
| 13 | Cetera Investment Advisers | 59,422 | $1.1M | 0.0% | 1.3% | -24.6% |
| 14 | ROYAL BANK OF CANADA | 54,794 | $1.1M | 0.0% | 1.2% | +2.0% |
| 15 | Private Advisor Group, LLC | 51,703 | $991,148 | 0.0% | 1.1% | +7.0% |
| 16 | Cambridge Investment Research Advisors, Inc. | 45,370 | $870,000 | 0.0% | 1% | +58.1% |
| 17 | Atria Investments, Inc | 37,652 | $721,793 | 0.0% | 0.8% | +3.6% |
| 18 | Perigon Wealth Management, LLC | 36,728 | $704,069 | 0.0% | 0.8% | -1.8% |
| 19 | Hyundai Investments Co., Ltd. | 32,008 | $613,593 | 0.7% | 0.7% | +91.2% |
| 20 | OFC FINANCIAL PLANNING, LLC | 30,149 | $577,956 | 0.5% | 0.7% | -7.3% |
| 21 | Wealthspire Retirement, LLC | 23,846 | $457,128 | 0.0% | 0.5% | 0.0% |
| 22 | OSAIC HOLDINGS, INC. | 19,642 | $376,569 | 0.0% | 0.4% | +20.4% |
| 23 | Farther Finance Advisors, LLC | 17,930 | $343,718 | 0.0% | 0.4% | 0.0% |
| 24 | HRT FINANCIAL LPNEW | 16,964 | $325,000 | 0.0% | 0.4% | new |
| 25 | Concurrent Investment Advisors, LLC | 16,829 | $322,612 | 0.0% | 0.4% | -0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.