PACER FDS TR

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PTBD·69374H642·US·etf·Unknown - Unknown

TRENDPILOT US BD

PTBD (PACER FDS TR) is held by 26 institutional investors as of Q1 2026. Largest holders: Pacer Advisors, Inc. ($10.8M), LPL Financial LLC ($5.9M), WELLS FARGO & COMPANY/MN ($2.5M). Net institutional sentiment: Bearish.

26

Holders

Avg rating(4 Elite)

$36.7M

Total Value

32% (28)

Fund Consensus

9 buying - 19 selling

Smart Money Verdict

View all

39Weak MomentumSingle Source

Institutional (13F)39

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PTBD's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

11

★★★★

Strong

8

★★★

Solid

5

★★

Below

0

★

Weak

Held by 26 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (26)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Pacer Advisors, Inc.	Increased	567,271(+4.7%)	$10.8M	0.0%	-4.82%	29
LPL Financial LLC	Decreased	310,552(-16.2%)	$5.9M	0.0%	-6.95%	0
WELLS FARGO & COMPANY/MN	Decreased	130,410(-6.1%)	$2.5M	0.0%	+9.63%	0
NewEdge Advisors, LLC	Decreased	34,724(-77.0%)	$2.4M	0.1%	+0.25%	0
RAYMOND JAMES FINANCIAL INC	Decreased	124,711(-42.8%)	$2.4M	0.0%	+1.11%	0
MAMATHER GROUP, LLC.	New	122,913	$2.3M	0.0%	-1.04%	36
MORGAN STANLEY	Decreased	79,078(-5.2%)	$1.5M	0.0%	+3.19%	0
Cetera Investment Advisers	Decreased	78,795(-8.4%)	$1.5M	0.0%	+0.77%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	61,832(+120.7%)	$1.2M	0.0%	-2.26%	41
ROYAL BANK OF CANADA	Decreased	53,701(-8.7%)	$1M	0.0%	+1.00%	0
Private Advisor Group, LLC	Increased	48,324(+4.7%)	$917,200	0.0%	+2.63%	26
CITADEL ADVISORS LLC	Decreased	39,524(-81.3%)	$750,166	0.0%	-1.24%	0
JANE STREET GROUP, LLC	Decreased	39,131(-70.4%)	$742,706	0.0%	-0.23%	0
JPMORGAN CHASE & CO	Increased	33,492	$630,997	0.0%	-1.04%	17
Farther Finance Advisors, LLC	Decreased	17,930(-5.2%)	$341,208	0.0%	-1.02%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	17,539(-19.5%)	$332,890	0.0%	-6.09%	0
OSAIC HOLDINGS, INC.	Decreased	16,315(-70.7%)	$309,688	0.0%	-5.72%	0
Sanctuary Advisors, LLC	Increased	16,313(+1.1%)	$309,621	0.0%	+2.83%	24
TRUIST FINANCIAL CORP	Decreased	11,952(-5.5%)	$226,849	0.0%	+11.10%	0
Kestra Advisory Services, LLC	Increased	11,545(+9.7%)	$219,118	0.0%	-6.79%	25

Showing 1-20 of 28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer