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Pacer Trendpilot Funds of FD (TRND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares427,232 from 422,107
Change+5,125 (+1%)
Value$15.7M (-$18.9K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares117,876 from 111,019
Change+6,857 (+6%)
Value$4.3M (+$197.1K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares66,125 from 66,128
Change-3 (0%)
Value$2.4M (-$32.5K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares55,420 from 49,328
Change+6,092 (+12%)
Value$2.0K (-$1.8M)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares47,134 from 50,826
Change-3,692 (-7%)
Value$1.7M (-$160.4K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares39,526 from 39,453
Change+73 (+0%)
Value$1.4M (-$32.8K)
Filed 2026-11-04
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares16,456 from 19,262
Change-2,806 (-15%)
Value$603.7K (-$112.4K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
DECREASED
Shares7,679 from 7,932
Change-253 (-3%)
Value$281.7K (-$13.2K)
Filed 2026-11-05
Lunt Capital Management, Inc.
UNCHANGED
Shares7,188 from 7,188
Change0 (0%)
Value$263.7K (-$3.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
NEW
Shares6,668
Change+6,668
Value$244.6K
Filed 2026-11-02
CX Institutional
NEW
Shares808
Change+808
Value$30
Filed 2026-10-02
Bullock Wealth Management Group
DECREASED
Shares341 from 711
Change-370 (-52%)
Value$12.6K (-$13.6K)
Filed 2026-10-09
Clearstead Advisors, LLC
NEW
Shares27
Change+27
Value$991
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 297,963
Change-297,963 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 45,667
Change-45,667 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,498
Change-19,498 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,976
Change-18,976 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 18,097
Change-18,097 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 753
Change-753 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 403
Change-403 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED427,232422,107+5,125+1%$15.7M$15.7M-$18.9K2026-11-02
LPL Financial LLC
INCREASED117,876111,019+6,857+6%$4.1M$4.3M+$197.1K2026-11-06
Retirement Planning Group, LLC
DECREASED66,12566,128-30%$2.5M$2.4M-$32.5K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED55,42049,328+6,092+12%$1.8M$2.0K-$1.8M2026-11-02
Mather Group, Llc.
DECREASED47,13450,826-3,692-7%$1.9M$1.7M-$160.4K2026-10-14
Prospera Financial Services Inc
INCREASED39,52639,453+73+0%$1.5M$1.4M-$32.8K2026-11-04
Gaddis Premier Wealth Advisors LLC
DECREASED16,45619,262-2,806-15%$716.1K$603.7K-$112.4K2026-10-29
J.W. Cole Advisors, Inc.
DECREASED7,6797,932-253-3%$294.9K$281.7K-$13.2K2026-11-05
Lunt Capital Management, Inc.
UNCHANGED7,1887,18800%$267.2K$263.7K-$3.5K2026-10-30
Kestra Advisory Services, LLC
NEW6,668—+6,668——$244.6K—2026-11-02
CX Institutional
NEW808—+808——$30—2026-10-02
Bullock Wealth Management Group
DECREASED341711-370-52%$26.2K$12.6K-$13.6K2026-10-09
Clearstead Advisors, LLC
NEW27—+27——$991—2026-11-06
Bank of America Corp
N/A—297,963-297,963-100%$11.1M———
Cetera Investment Advisers
N/A—45,667-45,667-100%$1.7M———
Royal Bank of Canada
N/A—19,498-19,498-100%$725.0K———
Raymond James Financial Inc
N/A—18,976-18,976-100%$705.5K———
X Advisors, LLC
N/A—18,097-18,097-100%$1.8M———
Envestnet Asset Management Inc
N/A—8,910-8,910-100%$331.3K———
Susquehanna International Group, LLP
N/A—6,423-6,423-100%$238.8K———
Centric Wealth Management
N/A—6,321-6,321-100%$222.4K———
Osaic Holdings, Inc.
N/A—6,102-6,102-100%$226.9K———
Jane Street Group, LLC
N/A—5,857-5,857-100%$217.8K———
BFC Planning, Inc.
N/A—1,900-1,900-100%$70.6K———
Geneos Wealth Management Inc.
N/A—1,065-1,065-100%$39.6K———
Aptus Capital Advisors, LLC
N/A—832-832-100%$30.9K———
Rockefeller Capital Management L.P.
N/A—753-753-100%$28.0K———
Harbour Investments, Inc.
N/A—403-403-100%$15.0K———
Showing 28 of 28 institutions