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Pacer Trendpilot US Bond ETF (PTBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
INCREASED
Shares171,658 from 170,423
Change+1,235 (+1%)
Value$3.2M (-$115.4K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
INCREASED
Shares65,745 from 63,254
Change+2,491 (+4%)
Value$1.2M (-$5.5K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares59,355 from 59,912
Change-557 (-1%)
Value$1.1M (-$58.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares46,320 from 45,370
Change+950 (+2%)
Value$850 (-$869.2K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares39,305 from 37,652
Change+1,653 (+4%)
Value$721.6K (-$162)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares37,288 from 36,728
Change+560 (+2%)
Value$684.6K (-$19.5K)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares17,930 from 17,930
Change0 (0%)
Value$329.2K (-$14.5K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares17,538 from 16,626
Change+912 (+5%)
Value$322.0K (+$3.3K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares16,069 from 16,829
Change-760 (-5%)
Value$295.0K (-$27.6K)
Filed 2026-10-16
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares16,069 from 16,069
Change0 (0%)
Value$295.0K (-$13.0K)
Filed 2026-10-28
Independent Financial Group, LLC
UNCHANGED
Shares11,631 from 11,631
Change0 (0%)
Value$213.5K (-$9.4K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares10,366 from 12,059
Change-1,693 (-14%)
Value$190.3K (-$40.9K)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares3,748
Change+3,748
Value$68.9K
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares2,626 from 2,571
Change+55 (+2%)
Value$48.2K (-$1.1K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares2,465 from 3,272
Change-807 (-25%)
Value$45.3K (-$17.5K)
Filed 2026-10-14
AlphaCore Capital LLC
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$17.4K (-$767)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares789 from 786
Change+3 (+0%)
Value$14.5K (-$581)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares744
Change+744
Value$13.7K
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares742
Change+742
Value$13.6K
Filed 2026-11-05
Bullock Wealth Management Group
DECREASED
Shares610 from 1,503
Change-893 (-59%)
Value$11.2K (-$17.6K)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares357 from 537
Change-180 (-34%)
Value$6.6K (-$3.7K)
Filed 2026-10-08
Private Trust Co NA
NEW
Shares200
Change+200
Value$3.7K
Filed 2026-10-20
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$154)
Filed 2026-11-03
Pacer Advisors, Inc.
N/A
Shares— from 651,535
Change-651,535 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 307,780
Change-307,780 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 159,006
Change-159,006 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 124,156
Change-124,156 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 113,557
Change-113,557 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 80,150
Change-80,150 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 68,756
Change-68,756 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 68,394
Change-68,394 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 63,483
Change-63,483 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 59,422
Change-59,422 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 54,794
Change-54,794 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 51,703
Change-51,703 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 32,008
Change-32,008 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 30,149
Change-30,149 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 23,846
Change-23,846 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,642
Change-19,642 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,073
Change-16,073 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 713
Change-713 (-100%)
Value—
UBS Group AG
N/A
Shares— from 614
Change-614 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 416
Change-416 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 365
Change-365 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
WBI Investments, LLC
INCREASED171,658170,423+1,235+1%$3.3M$3.2M-$115.4K2026-11-05
Ascentis Wealth Management, LLC
INCREASED65,74563,254+2,491+4%$1.2M$1.2M-$5.5K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED59,35559,912-557-1%$1.1M$1.1M-$58.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED46,32045,370+950+2%$870.0K$850-$869.2K2026-11-02
Atria Investments, Inc
INCREASED39,30537,652+1,653+4%$721.8K$721.6K-$1622026-10-15
Perigon Wealth Management, LLC
INCREASED37,28836,728+560+2%$704.1K$684.6K-$19.5K2026-10-22
Farther Finance Advisors, LLC
UNCHANGED17,93017,93000%$343.7K$329.2K-$14.5K2026-10-08
Commonwealth Equity Services, LLC
INCREASED17,53816,626+912+5%$318.7K$322.0K+$3.3K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED16,06916,829-760-5%$322.6K$295.0K-$27.6K2026-10-16
Morey & Quinn Wealth Partners, LLC
UNCHANGED16,06916,06900%$308.0K$295.0K-$13.0K2026-10-28
Independent Financial Group, LLC
UNCHANGED11,63111,63100%$223.0K$213.5K-$9.4K2026-10-13
Truist Financial Corp
DECREASED10,36612,059-1,693-14%$231.2K$190.3K-$40.9K2026-10-30
Ascentis Independent Advisors
NEW3,748—+3,748——$68.9K—2026-11-03
IFP Advisors, Inc
INCREASED2,6262,571+55+2%$49.3K$48.2K-$1.1K2026-10-16
Mather Group, Llc.
DECREASED2,4653,272-807-25%$62.7K$45.3K-$17.5K2026-10-14
AlphaCore Capital LLC
UNCHANGED94794700%$18.2K$17.4K-$7672026-11-04
Creative Financial Designs Inc
INCREASED789786+3+0%$15.1K$14.5K-$5812026-11-04
Latitude Advisors, LLC
NEW744—+744——$13.7K—2026-10-27
Rossby Financial, LCC
NEW742—+742——$13.6K—2026-11-05
Bullock Wealth Management Group
DECREASED6101,503-893-59%$28.8K$11.2K-$17.6K2026-10-09
CoreCap Advisors, LLC
DECREASED357537-180-34%$10.3K$6.6K-$3.7K2026-10-08
Private Trust Co NA
NEW200—+200——$3.7K—2026-10-20
JFS Wealth Advisors, LLC
CLOSED08-8-100%$154$0-$1542026-11-03
Pacer Advisors, Inc.
N/A—651,535-651,535-100%$12.5M———
LPL Financial LLC
N/A—307,780-307,780-100%$5.9M———
NewEdge Advisors, LLC
N/A—159,006-159,006-100%$3.0M———
Raymond James Financial Inc
N/A—124,156-124,156-100%$2.4M———
Wells Fargo & Company
N/A—113,557-113,557-100%$2.2M———
Forefront Wealth Partners, LLC
N/A—80,150-80,150-100%$1.5M———
Maridea Wealth Management LLC
N/A—68,756-68,756-100%$1.3M———
Morgan Stanley
N/A—68,394-68,394-100%$1.3M———
Envestnet Asset Management Inc
N/A—63,483-63,483-100%$1.2M———
Cetera Investment Advisers
N/A—59,422-59,422-100%$1.1M———
Royal Bank of Canada
N/A—54,794-54,794-100%$1.1M———
Private Advisor Group, LLC
N/A—51,703-51,703-100%$991.1K———
Hyundai Investments Co., Ltd.
N/A—32,008-32,008-100%$613.6K———
OFC Financial Planning, LLC
N/A—30,149-30,149-100%$578.0K———
Wealthspire Retirement, LLC
N/A—23,846-23,846-100%$457.1K———
Osaic Holdings, Inc.
N/A—19,642-19,642-100%$376.6K———
HRT Financial LP
N/A—16,964-16,964-100%$325.0K———
Sanctuary Advisors, LLC
N/A—16,073-16,073-100%$308.1K———
Stifel Financial Corp
N/A—10,810-10,810-100%$207.2K———
Stratos Wealth Partners, Ltd.
N/A—10,608-10,608-100%$203.4K———
Rockefeller Capital Management L.P.
N/A—9,739-9,739-100%$186.7K———
BFC Planning, Inc.
N/A—4,127-4,127-100%$79.1K———
Aptus Capital Advisors, LLC
N/A—2,150-2,150-100%$41.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,910-1,910-100%$36.6K———
Global Retirement Partners, LLC
N/A—1,451-1,451-100%$27.8K———
Geneos Wealth Management Inc.
N/A—713-713-100%$13.7K———
UBS Group AG
N/A—614-614-100%$11.8K———
Harbour Investments, Inc.
N/A—480-480-100%$9.2K———
Evelyn Partners Group Ltd
N/A—416-416-100%$8.0K———
Northwestern Mutual Wealth Management Co
N/A—365-365-100%$7.0K———
JPMorgan Chase & Co
N/A—00—$13———
Showing 54 of 54 institutions