Who owns PTBD?
Pacer Trendpilot US Bond ETF · Pacer
50 institutions reported holding PTBD, worth $51.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PTBD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Pacer Advisors, Inc. | Malvern, PA | $12.5M | 651,535 | +84,264 shares |
| LPL Financial LLC | Fort Mill, SC | $5.9M | 307,780 | −2,772 shares |
| WBI Investments, LLC | Red Bank, NJ | $3.3M | 170,423 | +1,532 shares |
| Millington Securities, LLC | Red Bank, NJ | $3.2M | 168,891 | New position |
| NewEdge Advisors, LLC | New Orleans, LA | $3.0M | 159,006 | +124,282 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.4M | 124,156 | −555 shares |
| Wells Fargo & Company | San Francisco, CA | $2.2M | 113,557 | −16,853 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.7M | 90,740 | +62,037 shares |
| Forefront Wealth Partners, LLC | Austin, TX | $1.5M | 80,150 | +35,475 shares |
| Maridea Wealth Management LLC | Brooklyn, NY | $1.3M | 68,756 | +5,098 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PTBD?
50 institutional managers reported holding PTBD in Form 13F filings for June 30, 2026, worth $51.9M in total. The largest reported position was held by Pacer Advisors, Inc., at $12.5M.
Did institutions buy or sell PTBD last quarter?
Reported 13F value fell 13.9% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PTBD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.