Who Owns Pacer Trendpilot US Bond ETF (PTBD)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.051370005385445e+140T
% of Float Held
—
QoQ Change in Holders
+15 / -2
Price History
PTBD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sanctuary Advisors, LLC | New Position | +478K | +$9.6M |
| CITADEL ADVISORS LLC | New Position | +212K | +$4.0M |
| GOLDMAN SACHS GROUP INC | New Position | +93K | +$1.0M |
| Capital Investment Advisory Services, LLC | New Position | +49K | +$952K |
| ORG Wealth Partners, LLC | New Position | +50K | +$931K |
| Forefront Wealth Partners, LLC | New Position | +42K | +$813K |
| Perigon Wealth Management, LLC | New Position | +40K | +$773K |
| Wealthspire Retirement, LLC | New Position | +29K | +$566K |
| Hyundai Investments Co., Ltd. | New Position | +22K | +$429K |
| Concurrent Investment Advisors, LLC | New Position | +19K | +$368K |
| Morey & Quinn Wealth Partners, LLC | New Position | +16K | +$311K |
| TRUIST FINANCIAL CORP | New Position | +13K | +$245K |
| Geneos Wealth Management Inc. | New Position | +1K | +$20K |
| UBS Group AG | New Position | +810 | +$15K |
| CoreCap Advisors, LLC | New Position | +537 | +$10K |
PTBD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Pacer Advisors, Inc. | Decreased | -36K | -$11.5B |
| LPL Financial LLC | Decreased | -42K | -$8.2B |
| NAPA WEALTH MANAGEMENT | Closed Position | -348K | -$6.9B |
| ODonnell Financial Services, LLC | Closed Position | -348K | -$6.9B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -68K | -$5.7B |
| WELLS FARGO & COMPANY/MN | Decreased | -108K | -$4.9B |
| OSAIC HOLDINGS, INC. | Decreased | -70K | -$2.5B |
| MORGAN STANLEY | Decreased | -8K | -$1.8B |
| ROYAL BANK OF CANADA | Decreased | -19K | -$1.6B |
| Atria Investments, Inc | Decreased | -3K | -$855.3M |
| OFC FINANCIAL PLANNING, LLC | Decreased | -225 | -$648.7M |
| Stratos Wealth Partners, LTD. | Decreased | -1K | -$385.8M |
| STIFEL FINANCIAL CORP | Decreased | -2K | -$256.1M |
| Kestra Advisory Services, LLC | Decreased | -102 | -$210.7M |
| HARBOUR INVESTMENTS, INC. | Decreased | -735 | -$178.2M |
Top Institutional Holders(Q4 2025)
PTBD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 50 | $61.3M | +14 |
| Q3 2025 | 36 | $68.4B | -19 |
| Q2 2025 | 55 | $70.9B | +0 |
| Q1 2025 | 55 | $95.1B | -2 |
| Q4 2024 | 57 | $4.2T | +9 |
| Q3 2024 | 48 | $46.0T | -1 |
| Q2 2024 | 49 | $49.9T | +6 |
| Q1 2024 | 43 | $50.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold PTBD (Pacer Trendpilot US Bond ETF). The largest holder is Pacer Advisors, Inc. with $10.5M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own PTBD?
As of Q4 2025, 50 institutional investors report holding PTBD (Pacer Trendpilot US Bond ETF) in their 13F filings.
Who is the largest institutional holder of PTBD?
The largest institutional holder of PTBD is Pacer Advisors, Inc. with $10.5M in shares.
Is institutional ownership of PTBD increasing or decreasing?
This quarter, 15 institutions opened new positions in PTBD and 2 closed their positions.