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Disclosery

PTBD PACER FDS TR

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TRENDPILOT US BD (fund)

53 managers (55 13F filers) reported a position in PTBD shares at 2026-03-31, 3,377,808 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
53
13F filers
55
New
7
Added
14
Reduced
26
Sold out
2
Shares held by filers
3,377,808

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pacer Advisors, Inc.567,271$10.8M0.03%+25,36013F-HR/ATimeline
LPL Financial LLC310,552$5.89M<0.01%-59,93213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC291,105$5.53M1.09%+91,02013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV284,775$5.41M0.33%+7,16513F-HRTimeline
NewEdge Advisors, LLC160,037$3.04M0.01%+9,19413F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN130,410$2.48M<0.01%-8,46313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC124,711$2.37M<0.01%-93,42013F-HRTimelineGroup
MATHER GROUP, LLC.122,913$2.33M0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY79,078$1.5M<0.01%-4,33713F-HRTimelineGroup
Cetera Investment Advisers78,795$1.5M<0.01%-7,20213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding68,285$1.3M+18,336Timeline
Maridea Wealth Management LLC63,658$1.21M0.18%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,832$1.17M<0.01%+33,81913F-HRTimelineGroup
Capital Investment Advisory Services, L…59,783$1.13M0.08%+10,70813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,701$1.02M<0.01%-5,14413F-HRTimelineGroup
Private Advisor Group, LLC48,324$917K<0.01%+2,16413F-HRTimeline
Forefront Wealth Partners, LLC44,675$848K0.35%+2,72613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,524$750K<0.01%-171,99213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,131$743K<0.01%-93,00113F-HRTimelineGroup
Perigon Wealth Management, LLC37,413$710K0.01%-2,45013F-HRTimeline
Atria Investments, Inc36,356$690K0.01%-3,86413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,492$631K<0.01%+33,49213F-HR/ATimelineGroup
OFC FINANCIAL PLANNING, LLC32,519$617K0.61%013F-HRTimeline
Cambridge Investment Research Advisors,…28,703$545K<0.01%+1613F-HRTimeline
Wealthspire Retirement, LLC23,846$453K0.03%-5,36813F-HRTimeline
Farther Finance Advisors, LLC17,930$341K<0.01%-98913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,539$333K<0.01%-4,25413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,984$322K<0.01%-2,01613F-HRTimelineGroup
Hyundai Investments Co., Ltd.16,743$315K0.36%-5,40713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,315$310K<0.01%-39,39413F-HRTimelineGroup
Sanctuary Advisors, LLC16,313$310K<0.01%+18013F-HRTimeline
Morey & Quinn Wealth Partners, LLC16,069$305K0.22%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,382$292K<0.01%-3,00413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,064$267K0.01%-4,06713F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,952$227K<0.01%-69513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,545$219K<0.01%+1,02413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,061$210K<0.01%-20113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,460$199K0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,600$182K<0.01%-4,94613F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,634$88K<0.01%-55013F-HRTimeline
IFP Advisors, Inc3,150$59.8K<0.01%-1,34713F-HRTimeline
Aptus Capital Advisors, LLC2,148$40.8K<0.01%+59113F-HRTimeline
Bullock Wealth Management Group1,503$28.6K0.01%-16713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,206$22.9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,036$19.7K<0.01%013F-HRTimeline
AlphaCore Capital LLC947$18K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.897$17K<0.01%-7,36413F-HRTimeline
Rossby Financial, LCC742$14.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC537$10.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG256$4.86K<0.01%-55413F-HRTimelineGroup
WFA of San Diego, LLC110$2.09K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$266<0.01%new13F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline