Pacer Trendpilot US Bond ETF (PTBD)

CUSIP: 69374H642 | NYSE | 247 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Ascentis Wealth Management, LLC65,745

0.2% of portfolio$1.2M

Capital Investment Advisory Services, LLC59,355

0.1% of portfolio$1.1M

Cambridge Investment Research Advisors, Inc.46,320

0.0% of portfolio$850

Atria Investments, Inc39,305

0.0% of portfolio$721.6K

Perigon Wealth Management, LLC37,288

0.0% of portfolio$684.6K

Farther Finance Advisors, LLC17,930

0.0% of portfolio$329.2K

Commonwealth Equity Services, LLC17,538

0.0% of portfolio$322.0K

Morey & Quinn Wealth Partners, LLC16,069

0.2% of portfolio$295.0K

Concurrent Investment Advisors, LLC16,069

0.0% of portfolio$295.0K

Independent Financial Group, LLC11,631

0.0% of portfolio$213.5K

Truist Financial Corp10,366

0.0% of portfolio$190.3K

Ascentis Independent Advisors3,748

0.0% of portfolio$68.9K

IFP Advisors, Inc2,626

0.0% of portfolio$48.2K

Mather Group, Llc.2,465

0.0% of portfolio$45.3K

AlphaCore Capital LLC947

0.0% of portfolio$17.4K

Creative Financial Designs Inc789

0.0% of portfolio$14.5K

Latitude Advisors, LLC744

0.0% of portfolio$13.7K

Bullock Wealth Management Group610

0.0% of portfolio$11.2K

CoreCap Advisors, LLC357

0.0% of portfolio$6.6K

Private Trust Co NA200

0.0% of portfolio$3.7K

				Style	Turnover	Location	Filed
Ascentis Wealth Management, LLC	65,745	$1.2M	0.2%	Agg Growth	Low	Dallas, TX	2026-11-03
Capital Investment Advisory Services, LLC	59,355	$1.1M	0.1%	Core	Medium	Raleigh, NC	2026-10-30
Cambridge Investment Research Advisors, Inc.	46,320	$850	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Atria Investments, Inc	39,305	$721.6K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Perigon Wealth Management, LLC	37,288	$684.6K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Farther Finance Advisors, LLC	17,930	$329.2K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Commonwealth Equity Services, LLC	17,538	$322.0K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Morey & Quinn Wealth Partners, LLC	16,069	$295.0K	0.2%	Core	Very Low	Omaha, NE	2026-10-28
Concurrent Investment Advisors, LLC	16,069	$295.0K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Independent Financial Group, LLC	11,631	$213.5K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Truist Financial Corp	10,366	$190.3K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Ascentis Independent Advisors	3,748	$68.9K	0.0%	ETF	Low	Dallas, TX	2026-11-03
IFP Advisors, Inc	2,626	$48.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Mather Group, Llc.	2,465	$45.3K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
AlphaCore Capital LLC	947	$17.4K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Creative Financial Designs Inc	789	$14.5K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Latitude Advisors, LLC	744	$13.7K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Bullock Wealth Management Group	610	$11.2K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
CoreCap Advisors, LLC	357	$6.6K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Private Trust Co NA	200	$3.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20