Pacer Trendpilot US Large CaPTLCETF

13F holders, Q2 2026 (June 30)
247holders −1
23new positions
23sold out
$58.24avg. 13F price*

At the end of Q2 2026, 247 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, down 1 from Q1 2026. 23 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($337.6M), Bank of America Corp. ($306.8M) and Morgan Stanley ($212.6M).

Company
Pacer Trendpilot US Large Ca
Filed as
PACER FDS TR (Q2 2026)
CUSIP
69374H105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 193Q1 2024Q2 2024: 205Q2 2024Q3 2024: 202Q3 2024Q4 2024: 245Q4 2024Q1 2025: 234Q1 2025Q2 2025: 235Q2 2025Q3 2025: 233Q3 2025Q4 2025: 251Q4 2025Q1 2026: 248Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$10.7M
Exits23$23.6M

All 13F filers, Q1 2026 → Q2 2026: 984,943 shares bought and 2,153,044 shares sold, net −1,168,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 247 holders

LPL Financial LLC 0.08% Add +0.6% 5,795,400 $337.6M
Bank of America Corp. 0.02% Reduce -5.9% 5,265,426 $306.8M
Morgan Stanley 0.01% Reduce -1.5% 3,648,977 $212.6M
Sfmg, LLC 9.40% Add +5.6% 2,648,509 $154.3M
Raymond James Financial Inc. 0.04% Add +7.0% 2,327,966 $135.6M
Wells Fargo & Company 0.02% Reduce -5.0% 2,193,480 $127.8M
CFS Investment Advisory Services, LLC 7.88% Reduce -0.2% 2,031,377 $118.1M
Cetera Investment Advisers 0.06% Reduce -22.5% 1,125,510 $65.6M
UBS Group AG 0.01% Reduce -6.0% 936,120 $54.5M
Osaic Holdings, Inc. 0.05% Reduce -6.6% 749,890 $43.7M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -2.6% 739,459 $43.1M
Envestnet Asset Management Inc. 0.01% Add +1.5% 661,431 $38.5M
Royal Bank of Canada 0.01% Add +1.5% 615,809 $35.9M
Commonwealth Equity Services, LLC 0.04% Reduce -10.3% 590,351 $34.4M
Bullock Wealth Management Group 13.01% Add +3.4% 515,072 $30.0M
Stifel Financial Corp. 0.02% Reduce -11.2% 426,195 $24.8M
Level Four Advisory Services, LLC 0.62% Add +2.4% 375,782 $21.9M
MML Investors Services, LLC 0.04% Add +17.2% 350,648 $20.4M
NewEdge Advisors, LLC 0.06% Reduce -2.3% 318,441 $18.6M
Geneos Wealth Management Inc. 0.37% Add +34.4% 310,265 $18.1M
Kestra Advisory Services, LLC 0.06% Reduce -7.9% 300,081 $17.5M
MBL Wealth, LLC 1.19% Reduce -2.7% 299,162 $17.4M
Tyche Wealth Partners LLC 2.39% Add +3.0% 292,286 $17.0M
Merit Financial Group, LLC 0.10% Reduce -41.7% 267,262 $15.6M
Deane Retirement Strategies, Inc. 5.39% Reduce -1.6% 218,676 $12.7M
Pacer Advisors, Inc. 0.03% Add +12.1% 217,407 $12.7M
Meridian Wealth Advisors, LLC 1.35% No change 203,946 $11.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.3% 203,909 $11.9M
Private Advisor Group, LLC 0.05% Add +6.5% 200,426 $11.7M
MY Wealth Management Inc. 8.22% Add +14.5% 200,318 $11.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +11.8% 185,922 $10.9M
J.W. Cole Advisors, Inc. 0.18% Reduce -6.0% 176,784 $10.3M
AlphaCore Capital LLC 0.18% Add +8.3% 172,105 $10.0M
Steward Partners Investment Advisory, LLC 0.05% Add +0.4% 163,085 $9.5M
Rockefeller Capital Management L.P. 0.01% Reduce -6.8% 162,231 $9.5M
Fourpath Capital Management, LLC 1.19% Add +1.7% 155,034 $9.0M
Financial Enhancement Group LLC 1.03% Reduce -1.6% 148,672 $8.7M
PFG Advisors 0.42% Add +8.2% 142,257 $8.3M
Creative Planning 0.00% Reduce -23.4% 124,584 $7.3M
Moneco Advisors, LLC 0.42% Reduce -1.5% 117,529 $6.8M
Retirement Planning Group, LLC 0.16% Reduce -5.2% 109,708 $6.4M
Gaddis Premier Wealth Advisors LLC 3.87% Add +3.3% 109,094 $6.4M
HighTower Advisors, LLC 0.01% Reduce -8.7% 101,551 $5.9M
GLR Partners, LLC 2.58% Add +1.9% 95,119 $5.5M
Bryn Mawr Trust Advisors, LLC 0.23% Reduce -2.6% 91,034 $5.3M
Concurrent Investment Advisors, LLC 0.04% Reduce -23.7% 89,661 $5.2M
Sanctuary Advisors, LLC 0.02% Add +0.4% 88,752 $5.2M
Pacific Park Financial, Inc. 2.96% Add +0.4% 87,449 $5.1M
Curtis Advisory Group, LLC 0.93% Add +1.6% 82,068 $4.8M
Forefront Wealth Partners, LLC 1.43% Add +86.8% 79,039 $4.6M
DAVENPORT & Co LLC 0.02% Reduce -13.7% 76,668 $4.5M
Ofc Financial Planning, LLC 3.75% Reduce -5.2% 72,368 $4.2M
Henderson Brothers Financial Partners, LLC 1.97% Reduce -46.9% 71,352 $4.2M
Ameriprise Financial Inc. 0.00% Reduce -16.1% 70,725 $4.1M
Magnolia Capital Advisors LLC 0.69% Reduce -0.3% 68,647 $4.0M
Vienna Asset Management LLC 2.60% Reduce -15.0% 62,632 $3.6M
Aft, Forsyth & Sober, LLC 1.12% No change 68,550 $3.6M
Prospera Financial Services Inc 0.05% Add +2.2% 58,795 $3.4M
Janney Montgomery Scott LLC 0.01% Add +0.4% 57,251 $3.3M
Global Retirement Partners, LLC 0.05% — 56,632 $3.3M
Citigroup Inc. 0.00% Reduce -29.1% 50,974 $3.0M
Whitaker-Myers Wealth Managers, LTD. 0.47% Add +0.9% 48,722 $2.8M
Soltis Investment Advisors LLC 0.16% Reduce -1.8% 47,433 $2.8M
Summit Financial, LLC 0.03% Add +161.8% 47,246 $2.8M
Capital Investment Advisory Services, LLC 0.17% Add +1.2% 46,444 $2.7M
One Degree Advisors Inc 0.58% Add +8.4% 44,372 $2.6M
Creative Financial Designs Inc. 0.12% Reduce -8.3% 42,436 $2.5M
Susquehanna International Group, LLP 0.00% Add +288.2% 41,794 $2.4M
Crux Wealth Advisors 0.83% Add +0.9% 41,175 $2.4M
CENTRAL TRUST Co 0.04% Reduce -3.1% 40,965 $2.4M
Regatta Research & Money Management 2.25% — 40,906 $2.4M
Oder Investment Management, LLC 1.59% No change 40,620 $2.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -15.5% 39,617 $2.3M
Mather Group, Llc. 0.02% Reduce -10.3% 39,461 $2.3M
Goldman Sachs Group Inc. 0.00% New 38,637 $2.3M
Western Wealth Management, LLC 0.07% Reduce -5.5% 36,357 $2.1M
Integrated Wealth Concepts LLC 0.01% Add +1.9% 35,845 $2.1M
Kathmere Capital Management, LLC 0.11% Reduce -2.6% 34,919 $2.0M
Integrity Alliance, Llc. 0.06% Add +5.2% 34,854 $2.0M
Harbour Investments, Inc. 0.03% Reduce -3.0% 32,188 $1.9M
IFP Advisors, Inc 0.03% Add +5.2% 31,336 $1.8M
WealthShield Partners, LLC 0.27% No change 30,757 $1.8M
Private Trust Co. NA 0.14% Add +1.7% 29,421 $1.7M
Perennial Investment Advisors, LLC 0.11% Reduce -14.2% 27,975 $1.6M
Oppenheimer & Co. Inc. 0.02% Reduce -3.0% 27,650 $1.6M
Fifth Third Bancorp 0.00% Reduce -0.8% 27,587 $1.6M
Jones Financial Companies LLLP 0.00% New 27,831 $1.6M
Beam Wealth Advisors, Inc. 0.35% Add +0.5% 27,206 $1.6M
Wbi Investments, LLC 0.39% Reduce -1.4% 26,702 $1.6M
&partners 0.01% Add +0.9% 26,609 $1.6M
Ade, LLC 0.64% Reduce -7.1% 26,121 $1.5M
Camarda Financial Advisors, LLC 0.44% Add +6.1% 24,961 $1.5M
Tortuga Wealth Management, Inc 1.10% Add +19.2% 24,788 $1.4M
HRT Financial LP 0.00% Add +341.0% 23,642 $1.4M
TCFG Investment Advisors, LLC 0.45% Add +7.0% 22,939 $1.3M
Saxon Interests, Inc. 0.35% Reduce -3.2% 21,903 $1.3M
Strategic Financial Partners, Ltd. 0.47% Add +0.2% 21,401 $1.2M
Advisor Resource Council 0.39% Reduce -1.3% 20,072 $1.2M
Truist Financial Corp. 0.00% Reduce -1.8% 20,072 $1.2M
Sage Mountain Advisors LLC 0.07% New 19,516 $1.1M

"% of holder's portfolio" is PTLC's weight in each manager's 13F, not the share of Pacer Trendpilot US Large Ca the manager owns.

Show all 247 holders