PTBD Institutional Ownership
Pacer Trendpilot US Bond ETF
1W: -0.5%
1M: -2.6%
3M: -3.8%
YTD: -4.1%
1Y: -6.3%
3Y: +8.2%
5Y: -14.3%
$18.45
+0.07 (+0.37%)
Weekly Expected Move ±0.6%
$18
$18
$18
$19
$19
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PTBD
60
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
6
New Positions
16
Increased
32
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 651,535 | $12M | +84,264 | +14.9% | 20Q | SEC ↗ |
| 2 | LPL Financial LLC | 307,780 | $6M | -2,772 | -0.9% | 25Q | SEC ↗ |
| 3 | WBI INVESTMENTS, LLC | 170,423 | $3M | +1,532 | +0.9% | 2Q | SEC ↗ |
| 4 | MILLINGTON SECURITIES, LLC NEW | 168,891 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 159,006 | $3M | -1,031 | -0.6% | 20Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 124,156 | $2M | -555 | -0.4% | 7Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 113,557 | $2M | -16,853 | -12.9% | 20Q | SEC ↗ |
| 8 | Forefront Wealth Partners, LLC | 80,150 | $1M | +35,475 | +79.4% | 4Q | SEC ↗ |
| 9 | Maridea Wealth Management LLC | 68,756 | $1M | +5,098 | +8.0% | 2Q | SEC ↗ |
| 10 | MORGAN STANLEY | 68,394 | $1M | -10,684 | -13.5% | 22Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 63,483 | $1M | +1,651 | +2.7% | 27Q | SEC ↗ |
| 12 | Ascentis Wealth Management, LLC | 63,254 | $1M | -1,443 | -2.2% | 8Q | SEC ↗ |
| 13 | Capital Investment Advisory Services, | 59,912 | $1M | +129 | +0.2% | 5Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 59,422 | $1M | -19,373 | -24.6% | 10Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 54,794 | $1M | +1,093 | +2.0% | 27Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 51,703 | $954K | +3,379 | +7.0% | 10Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 45,370 | $837K | +16,667 | +58.1% | 26Q | SEC ↗ |
| 18 | Atria Investments, Inc | 37,652 | $695K | +1,296 | +3.6% | 23Q | SEC ↗ |
| 19 | Perigon Wealth Management, LLC | 36,728 | $678K | -685 | -1.8% | 9Q | SEC ↗ |
| 20 | Hyundai Investments Co., Ltd. | 32,008 | $591K | +15,265 | +91.2% | 3Q | SEC ↗ |
| 21 | OFC FINANCIAL PLANNING, LLC | 30,149 | $556K | -2,370 | -7.3% | 7Q | SEC ↗ |
| 22 | Wealthspire Retirement, LLC | 23,846 | $440K | — | +0.0% | 3Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 19,642 | $362K | +3,327 | +20.4% | 26Q | SEC ↗ |
| 24 | Farther Finance Advisors, LLC | 17,930 | $331K | — | +0.0% | 10Q | SEC ↗ |
| 25 | HRT FINANCIAL LP NEW | 16,964 | $313K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Concurrent Investment Advisors, LLC | 16,829 | $310K | -155 | -0.9% | 9Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 16,626 | $307K | -913 | -5.2% | 27Q | SEC ↗ |
| 28 | Sanctuary Advisors, LLC | 16,073 | $297K | -240 | -1.5% | 9Q | SEC ↗ |
| 29 | Morey & Quinn Wealth Partners, LLC | 16,069 | $296K | — | +0.0% | 7Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 12,059 | $222K | +107 | +0.9% | 13Q | SEC ↗ |
| 31 | INDEPENDENT FINANCIAL GROUP, LLC | 11,631 | $215K | -2,433 | -17.3% | 6Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 10,810 | $199K | -251 | -2.3% | 23Q | SEC ↗ |
| 33 | Stratos Wealth Partners, LTD. | 10,608 | $196K | -4,774 | -31.0% | 23Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 9,739 | $180K | +139 | +1.4% | 4Q | SEC ↗ |
| 35 | MATHER GROUP, LLC. | 3,272 | $60K | -119,641 | -97.3% | 2Q | SEC ↗ |
| 36 | IFP Advisors, Inc | 2,571 | $47K | -579 | -18.4% | 5Q | SEC ↗ |
| 37 | Aptus Capital Advisors, LLC | 2,150 | $40K | +2 | +0.1% | 18Q | SEC ↗ |
| 38 | Bullock Wealth Management Group | 1,503 | $28K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Global Retirement Partners, LLC NEW | 1,451 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 40 | AlphaCore Capital LLC | 947 | $17K | — | +0.0% | 3Q | SEC ↗ |
| 41 | CREATIVE FINANCIAL DESIGNS INC /ADV | 786 | $15K | -283,989 | -99.7% | 25Q | SEC ↗ |
| 42 | Geneos Wealth Management Inc. | 713 | $13K | -323 | -31.2% | 27Q | SEC ↗ |
| 43 | UBS Group AG | 614 | $11K | +358 | +139.8% | 3Q | SEC ↗ |
| 44 | CoreCap Advisors, LLC | 537 | $10K | — | +0.0% | 10Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 480 | $9K | -417 | -46.5% | 17Q | SEC ↗ |
| 46 | Evelyn Partners Group Ltd NEW | 416 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 365 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Integrated Wealth Concepts LLC NEW | 54 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 49 | JFS WEALTH ADVISORS, LLC NEW | 8 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC | 0 | $0K | -39,131 | -100.0% | 19Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| MILLINGTON SECURITIES, LLC | 168,891 | $3M |
| HRT FINANCIAL LP | 16,964 | $313K |
| Global Retirement Partners, LLC | 1,451 | $27K |
| Evelyn Partners Group Ltd | 416 | $8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 365 | $7K |
| Integrated Wealth Concepts LLC | 54 | $1K |
| JFS WEALTH ADVISORS, LLC | 8 | $0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 291,105 | $5M |
| GOLDMAN SACHS GROUP INC | 93,271 | $2M |
| CITADEL ADVISORS LLC | 39,524 | $729K |
| JANE STREET GROUP, LLC | 39,131 | $722K |
| Kestra Advisory Services, LLC | 11,545 | $213K |
| StoneX Group Inc. | 10,460 | $193K |
| Steward Partners Investment Advisor | 4,634 | $85K |
| Ascentis Independent Advisors | 3,588 | $66K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,206 | $22K |
| Rossby Financial, LCC | 742 | $14K |
| BANK OF MONTREAL /CAN | 260 | $5K |
| WFA of San Diego, LLC | 110 | $2K |
| ASSETMARK, INC | 14 | $0K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pacer Advisors, Inc. | +84,264 | +14.9% | 651,535 |
| Forefront Wealth Partners, LLC | +35,475 | +79.4% | 80,150 |
| Cambridge Investment Research Advis | +16,667 | +58.1% | 45,370 |
| Hyundai Investments Co., Ltd. | +15,265 | +91.2% | 32,008 |
| Maridea Wealth Management LLC | +5,098 | +8.0% | 68,756 |
| Private Advisor Group, LLC | +3,379 | +7.0% | 51,703 |
| OSAIC HOLDINGS, INC. | +3,327 | +20.4% | 19,642 |
| ENVESTNET ASSET MANAGEMENT INC | +1,651 | +2.7% | 63,483 |
| WBI INVESTMENTS, LLC | +1,532 | +0.9% | 170,423 |
| Atria Investments, Inc | +1,296 | +3.6% | 37,652 |
| ROYAL BANK OF CANADA | +1,093 | +2.0% | 54,794 |
| UBS Group AG | +358 | +139.8% | 614 |
| Rockefeller Capital Management L.P. | +139 | +1.4% | 9,739 |
| Capital Investment Advisory Service | +129 | +0.2% | 59,912 |
| TRUIST FINANCIAL CORP | +107 | +0.9% | 12,059 |
| Aptus Capital Advisors, LLC | +2 | +0.1% | 2,150 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | -283,989 | -99.7% | 786 |
| MATHER GROUP, LLC. | -119,641 | -97.3% | 3,272 |
| JPMORGAN CHASE & CO | -33,492 | -100.0% | 0 |
| Cetera Investment Advisers | -19,373 | -24.6% | 59,422 |
| WELLS FARGO & COMPANY/MN | -16,853 | -12.9% | 113,557 |
| MORGAN STANLEY | -10,684 | -13.5% | 68,394 |
| Stratos Wealth Partners, LTD. | -4,774 | -31.0% | 10,608 |
| LPL Financial LLC | -2,772 | -0.9% | 307,780 |
| INDEPENDENT FINANCIAL GROUP, LLC | -2,433 | -17.3% | 11,631 |
| OFC FINANCIAL PLANNING, LLC | -2,370 | -7.3% | 30,149 |
| Ascentis Wealth Management, LLC | -1,443 | -2.2% | 63,254 |
| NewEdge Advisors, LLC | -1,031 | -0.6% | 159,006 |
| COMMONWEALTH EQUITY SERVICES, LLC | -913 | -5.2% | 16,626 |
| Perigon Wealth Management, LLC | -685 | -1.8% | 36,728 |
| IFP Advisors, Inc | -579 | -18.4% | 2,571 |
| RAYMOND JAMES FINANCIAL INC | -555 | -0.4% | 124,156 |
| HARBOUR INVESTMENTS, INC. | -417 | -46.5% | 480 |
| Geneos Wealth Management Inc. | -323 | -31.2% | 713 |
| STIFEL FINANCIAL CORP | -251 | -2.3% | 10,810 |
| Sanctuary Advisors, LLC | -240 | -1.5% | 16,073 |