Q2 2025 13F Holders as of 6/30/2025
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Type / Class
-
Equity / TRENDPILOT US BD
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Number of holders
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57
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Total 13F shares, excl. options
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4.11M
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Shares change
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-771K
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Total reported value, excl. options
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$81.1M
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Value change
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-$15.3M
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Number of buys
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20
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Number of sells
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-31
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Price
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$19.75
Significant Holders of PACER FDS TR - TRENDPILOT US BD (PTBD) as of Q2 2025
62 filings reported holding PTBD - PACER FDS TR - TRENDPILOT US BD as of Q2 2025.
PACER FDS TR - TRENDPILOT US BD (PTBD) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.11M shares
.
Largest 10 shareholders include Pacer Advisors, Inc. (566K shares), LPL Financial LLC (440K shares), ODonnell Financial Services, LLC (336K shares), NAPA WEALTH MANAGEMENT (313K shares), RAYMOND JAMES FINANCIAL INC (296K shares), CREATIVE FINANCIAL DESIGNS INC /ADV (255K shares), WELLS FARGO & COMPANY/MN (232K shares), OSAIC HOLDINGS, INC. (206K shares), MAGNOLIA CAPITAL ADVISORS LLC (185K shares), and NewEdge Advisors, LLC (149K shares).
This table shows the top 57 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.