Pacer Trendpilot US Large CaPTLCETF
13F holders, Q1 2024 (March 31)193holders
2famous investors
$47.65avg. 13F price*
At the end of Q1 2024, 193 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings. The largest holders were Bank of America Corp. ($279.8M), Morgan Stanley ($204.4M) and LPL Financial LLC ($143.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Trendpilot US Large Ca
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.6M |
| Exits | 13 | $27.8M |
Ownership 193 holders
| Bank of America Corp. | 0.03% | Reduce -3.7% | 5,864,336 | $279.8M |
| Morgan Stanley | 0.02% | Reduce -1.7% | 4,284,290 | $204.4M |
| LPL Financial LLC | 0.08% | Reduce -1.4% | 2,999,567 | $143.1M |
| Wells Fargo & Company | 0.03% | Reduce -8.8% | 2,320,536 | $110.7M |
| CFS Investment Advisory Services, LLC | 15.24% | Add +0.2% | 1,900,075 | $90.7M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -2.8% | 1,520,275 | $72.5M |
| Osaic Holdings, Inc. | 0.15% | Reduce -1.5% | 1,454,224 | $69.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.4% | 1,258,345 | $60.0M |
| UBS Group AG | 0.02% | Reduce -14.7% | 1,214,107 | $57.9M |
| Cetera Investment Advisers | 0.11% | Add +796.2% | 981,214 | $46.8M |
| Raymond James & Associates | 0.02% | Reduce -0.3% | 723,098 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 711,885 | $34.0M |
| Royal Bank of Canada | 0.01% | Add +0.9% | 657,943 | $31.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +4.0% | 601,490 | $28.7M |
| Ferguson Shapiro LLC | 13.19% | Reduce -16.1% | 600,239 | $28.6M |
| American Planning Services, Inc. | 16.17% | Add +1.6% | 469,351 | $22.4M |
| Kestra Advisory Services, LLC | 0.14% | Add +7.9% | 443,797 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +55.0% | 422,043 | $20.1M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +9.4% | 388,927 | $18.6M |
| MML Investors Services, LLC | 0.07% | Reduce -2.0% | 334,208 | $15.9M |
| Level Four Advisory Services, LLC | 0.86% | Add +3.8% | 362,005 | $15.7M |
| Stifel Financial Corp. | 0.02% | Add +2.6% | 297,102 | $14.2M |
| Truist Financial Corp. | 0.02% | Add +6.9% | 272,657 | $13.0M |
| MBL Wealth, LLC | 1.43% | Add +0.3% | 264,067 | $12.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.1% | 259,914 | $12.4M |
| Avantax Advisory Services, Inc. | 0.11% | Add +5.5% | 250,101 | $11.9M |
| Geneos Wealth Management Inc. | 0.52% | Add +12.3% | 240,160 | $11.5M |
| Pacer Advisors, Inc. | 0.03% | Reduce -7.7% | 225,865 | $10.8M |
| Financial Enhancement Group LLC | 1.71% | Reduce -3.7% | 223,569 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -5.2% | 217,004 | $10.4M |
| Tyche Wealth Partners LLC | 2.51% | Reduce -8.1% | 215,139 | $10.3M |
| Meridian Wealth Advisors, LLC | 1.85% | Add +0.2% | 206,249 | $9.8M |
| DAVENPORT & Co LLC | 0.06% | Add +19.0% | 197,951 | $9.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +763.1% | 179,195 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +259.4% | 153,741 | $7.3M |
| Creative Planning | 0.01% | Reduce -4.3% | 150,882 | $7.2M |
| PFG Advisors | 0.52% | Add +4.3% | 147,910 | $7.1M |
| Wbi Investments, LLC | 1.42% | Reduce -27.1% | 142,688 | $6.8M |
| Moneco Advisors, LLC | 1.07% | Add +2.8% | 140,992 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +16.8% | 135,379 | $6.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -6.6% | 131,484 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +1.7% | 125,785 | $6.0M |
| Camarda Financial Advisors, LLC | 2.41% | Reduce -7.3% | 124,933 | $6.0M |
| Financial Advocates Investment Management | 0.29% | Add +1.4% | 103,722 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +51.0% | 98,627 | $4.7M |
| SPC Financial, Inc. | 0.42% | Add +12.9% | 94,178 | $4.5M |
| Magnolia Capital Advisors LLC | 3.44% | Add +2.9% | 91,043 | $4.1M |
| Whitaker-Myers Wealth Managers, LTD. | 1.48% | Add +0.6% | 73,466 | $3.5M |
| Aft, Forsyth & Sober, LLC | 1.14% | No change | 67,650 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +7.4% | 65,488 | $3.1M |
| Gimbal Financial | 2.27% | Add +50.1% | 58,233 | $2.8M |
| Citigroup Inc. | 0.00% | Add +5.5% | 57,812 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +46.6% | 55,017 | $2.6M |
| Clarus Group, Inc. | 1.74% | Add +0.7% | 51,982 | $2.5M |
| Global Retirement Partners, LLC | 0.09% | Add +9.4% | 49,329 | $2.4M |
| First Heartland Consultants, Inc. | 0.24% | New | 48,772 | $2.3M |
| Renaissance Technologies | 0.00% | Add +109.8% | 47,000 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.2% | 42,123 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +50.9% | 50,229 | $2.0M |
| Soltis Investment Advisors LLC | 0.22% | Add +17.3% | 40,802 | $1.9M |
| Kathmere Capital Management, LLC | 0.22% | Reduce -8.7% | 40,212 | $1.9M |
| Oder Investment Management, LLC | 1.75% | Reduce -1.5% | 39,433 | $1.9M |
| Money Concepts Capital Corp. | 0.17% | Reduce -51.3% | 38,303 | $1.8M |
| WealthShield Partners, LLC | 0.29% | No change | 37,904 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.21% | New | 37,720 | $1.8M |
| Citadel Advisors | 0.00% | New | 34,988 | $1.7M |
| Creative Financial Designs Inc. | 0.16% | Add +1.5% | 34,961 | $1.7M |
| Ade, LLC | 1.12% | Add +2.3% | 34,950 | $1.7M |
| Comerica Bank | 0.01% | Add +0.6% | 34,815 | $1.7M |
| Advisor Resource Council | 0.67% | Reduce -18.2% | 32,883 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.90% | Reduce -3.6% | 31,247 | $1.5M |
| Lunt Capital Management, Inc. | 0.73% | Add +29.5% | 30,911 | $1.5M |
| Curtis Advisory Group, LLC | 0.56% | Add +13.4% | 30,347 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.4% | 29,962 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -7.2% | 28,634 | $1.4M |
| Vienna Asset Management LLC | 1.25% | Add +21.6% | 28,605 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.8% | 28,584 | $1.4M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -7.2% | 28,634 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.06% | Reduce -3.0% | 28,045 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -5.8% | 27,727 | $1.3M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -75.6% | 27,048 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Add +48.2% | 26,200 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +1.9% | 24,458 | $1.2M |
| EWG Elevate Inc. | 0.43% | Add +2.0% | 23,693 | $1.1M |
| Lincoln National Corp. | 0.02% | Add +10.4% | 22,764 | $1.1M |
| Raymond James Trust N.A. | 0.03% | No change | 22,591 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +4.7% | 22,410 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.59% | Reduce -2.9% | 22,367 | $1.1M |
| Welch Group, LLC | 0.05% | Reduce -6.8% | 20,807 | $993K |
| StoneX Group Inc. | 0.08% | Add +1.2% | 19,474 | $929K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,058 | $909K |
| D.A. Davidson & Co. | 0.01% | Add +35.8% | 18,887 | $901K |
| JBR Co Financial Management Inc | 0.71% | Reduce -10.7% | 18,571 | $886K |
| Western Wealth Management, LLC | 0.07% | Reduce -29.1% | 18,524 | $884K |
| Sigma Planning Corp | 0.03% | Reduce -68.5% | 18,131 | $865K |
| Perennial Investment Advisors, LLC | 0.13% | Add +8.2% | 18,123 | $865K |
| Schmidt P J Investment Management Inc. | 0.16% | Add +132.4% | 17,648 | $842K |
| Mariner, LLC | 0.00% | No change | 17,641 | $842K |
| Harbour Investments, Inc. | 0.03% | Add +10.2% | 17,530 | $837K |
| Sovereign Financial Group, Inc. | 0.21% | Add +40.4% | 16,976 | $810K |
"% 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.