PTBD institutional holders

Pacer Trendpilot US Bond ETF · 53 reporting institutions · $44.6M reported value

Funds that can replace PTBD · PTBD return decomposition

Institutional holdings

Institutions reporting PTBD, largest first
InstitutionReported positionAdvisors at firmReport period
Napa Wealth Management$6.9M02025-09-30
Lpl Financial LLC$5.9M23,4582026-06-30
Wbi Investments, LLC$3.3M32026-06-30
Millington Securities, LLC$3.2M02026-03-31
Newedge Advisors$3M6012026-06-30
Raymond James Financial Inc$2.4M02026-06-30
Wells Fargo & Company/mn$2.2M02026-06-30
Forefront Wealth Partners, LLC$1.5M302026-06-30
Maridea Wealth Management$1.3M382026-06-30
Morgan Stanley$1.3M23,1852026-06-30
Envestnet Pmc$1.2M602026-06-30
Ascentis Wealth Management, LLC$1.2M82026-06-30
Capital Investment Advisory Services, LLC$1.1M1032026-06-30
Cetera Investment Advisers$1.1M10,3702026-06-30
Royal Bank of Canada$1.1M02026-06-30
Private Advisor Group, LLC$991.1K9272026-06-30
Atria Investments, Inc$721.8K62026-06-30
Perigon Wealth Management, LLC$704.1K922026-06-30
Hyundai Investments Co., Ltd.$613.6K02026-06-30
Ofc Financial Planning, LLC$578K22026-06-30
Wealthspire Retirement, LLC$457.1K1462026-06-30
Org Partners LLC$419K02025-12-31
Osaic Holdings, Inc.$376.6K02026-06-30
Farther Finance Advisors, LLC$343.7K3342026-06-30
Concurrent Investment Advisors, LLC$322.6K3492026-06-30
Commonwealth Equity Services, LLC$318.7K2,8632026-06-30
Sanctuary Advisors, LLC$308.1K4012026-06-30
Morey & Quinn Wealth Partners, LLC$308K32026-06-30
Truist Financial Corp$231.2K02026-06-30
Independent Financial Group, LLC$223K4812026-06-30
Stifel Financial Corp$207.2K02026-06-30
Stratos Wealth Partners, Ltd.$203.4K3862026-06-30
Rockefeller Capital Management LP$186.7K3462026-06-30
Mather Group, Llc.$62.7K1102026-06-30
Ifp Advisors, Inc$49.3K3182026-06-30
Aptus Capital Advisors, LLC$41.2K212026-06-30
Bullock Wealth Management Group$28.8K92026-06-30
Global Retirement Partners LLC$27.8K4912026-06-30
Alphacore Capital LLC$18.2K692026-06-30
Creative Financial Designs Inc /adv$15.1K02026-06-30
Geneos Wealth Management, Inc.$13.7K1932026-06-30
Pacer Advisors, Inc.$12.5K212026-06-30
UBS Group AG$11.8K02026-06-30
Corecap Advisors, LLC$10.3K1182026-06-30
Harbour Investments, Inc.$9.2K2472026-06-30
Evelyn Partners Group Ltd$8K02026-06-30
Northwestern Mutual Wealth Management Co$7K02026-06-30
CIBC Private Wealth Group LLC$4.2K02025-12-31
Integrated Wealth Concepts LLC$1K4802026-06-30
Cambridge Investment Research Advisors, Inc.$5453,9402026-03-31
Hrt Financial LP$32502026-06-30
Jfs Wealth Advisors, LLC$154332026-06-30
Jpmorgan Chase & Co$1302026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30