Who owns Pacer Trendpilot US Bond ETF?
Institutional ownership of PTBD from SEC Form 13F filings across 38 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.
38
13F holders
$28.9M
value, 2026 filers
55.2%
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 | Ascentis Wealth Management, LLC | 1.1M | $3.5M | 0.5% | 23.8% | +1569.2% |
| 2 | LPL Financial LLC | 307,780 | $5.9M | 0.0% | 6.8% | -0.9% |
| 3 | NewEdge Advisors, LLC | 159,006 | $3.0M | 0.0% | 3.5% | +357.9% |
| 4 | RAYMOND JAMES FINANCIAL INC | 124,156 | $2.4M | 0.0% | 2.7% | -0.4% |
| 5 | WELLS FARGO & COMPANY/MN | 113,557 | $2.2M | 0.0% | 2.5% | -12.9% |
| 6 | Cambridge Investment Research Advisors, Inc. | 90,740 | $1,740 | 0.0% | 2% | +216.1% |
| 7 | Maridea Wealth Management LLC | 68,756 | $1.3M | 0.1% | 1.5% | +8.0% |
| 8 | MORGAN STANLEY | 68,394 | $1.3M | 0.0% | 1.5% | -13.5% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 63,483 | $1.2M | 0.0% | 1.4% | +2.7% |
| 10 | Capital Investment Advisory Services, LLC | 59,912 | $1.1M | 0.1% | 1.3% | +0.2% |
| 11 | Cetera Investment Advisers | 59,422 | $1.1M | 0.0% | 1.3% | -24.6% |
| 12 | ROYAL BANK OF CANADA | 54,794 | $1.1M | 0.0% | 1.2% | +2.0% |
| 13 | Atria Investments, Inc | 37,652 | $721,793 | 0.0% | 0.8% | +3.6% |
| 14 | Perigon Wealth Management, LLC | 36,728 | $704,069 | 0.0% | 0.8% | -1.8% |
| 15 | OFC FINANCIAL PLANNING, LLC | 30,149 | $577,956 | 0.5% | 0.7% | -7.3% |
| 16 | OSAIC HOLDINGS, INC. | 19,642 | $376,569 | 0.0% | 0.4% | +20.4% |
| 17 | HRT FINANCIAL LPNEW | 16,964 | $325 | 0.0% | 0.4% | new |
| 18 | Concurrent Investment Advisors, LLC | 16,829 | $322,612 | 0.0% | 0.4% | -0.9% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 16,626 | $318,730 | 0.0% | 0.4% | -5.2% |
| 20 | Sanctuary Advisors, LLC | 16,073 | $308,119 | 0.0% | 0.4% | -1.5% |
| 21 | TRUIST FINANCIAL CORP | 12,059 | $231,171 | 0.0% | 0.3% | +0.9% |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | 11,631 | $222,966 | 0.0% | 0.3% | -58.6% |
| 23 | STIFEL FINANCIAL CORP | 10,810 | $207,212 | 0.0% | 0.2% | -2.3% |
| 24 | Stratos Wealth Partners, LTD. | 10,608 | $203,370 | 0.0% | 0.2% | -31.0% |
| 25 | Rockefeller Capital Management L.P. | 9,739 | $186,713 | 0.0% | 0.2% | +1.4% |
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.