Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / TRENDPILOT US BD
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
5.58M
-
Shares change
-
-639K
-
Total reported value, excl. options
-
$110M
-
Value change
-
-$11.3M
-
Number of buys
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21
-
Number of sells
-
-40
-
Price
-
$19.49
Significant Holders of PACER FDS TR - TRENDPILOT US BD (PTBD) as of Q3 2023
66 filings reported holding PTBD - PACER FDS TR - TRENDPILOT US BD as of Q3 2023.
PACER FDS TR - TRENDPILOT US BD (PTBD) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.58M shares
.
Largest 10 shareholders include LPL Financial LLC (628K shares), Csenge Advisory Group (590K shares), Pacer Advisors, Inc. (525K shares), OSAIC HOLDINGS, INC. (332K shares), MORGAN STANLEY (321K shares), Raymond James Financial Services Advisors, Inc. (314K shares), WELLS FARGO & COMPANY/MN (288K shares), JANE STREET GROUP, LLC (251K shares), Kestra Advisory Services, LLC (221K shares), and Atria Investments, Inc (186K shares).
This table shows the top 60 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.