Pacer Trendpilot US Large CaPTLCETF
13F holders, Q2 2024 (June 30)205holders +12
21new positions
9sold out
3famous investors
$49.75avg. 13F price*
At the end of Q2 2024, 205 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, up 12 from Q1 2024. 21 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($301.7M), Morgan Stanley ($223.5M) and LPL Financial LLC ($150.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Pacer Trendpilot US Large Ca
- Filed as
- PACER FDS TR (Q2 2024)
- CUSIP
- 69374H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $41.1M |
| Exits | 9 | $8.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,075,691 shares bought and 951,292 shares sold, net +1,124,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 205 holders
| Bank of America Corp. | 0.03% | Add +3.4% | 6,062,267 | $301.7M |
| Morgan Stanley | 0.02% | Add +4.8% | 4,491,149 | $223.5M |
| LPL Financial LLC | 0.08% | Add +1.1% | 3,033,007 | $150.9M |
| Wells Fargo & Company | 0.03% | Add +5.3% | 2,443,900 | $121.6M |
| CFS Investment Advisory Services, LLC | 7.84% | Add +2.3% | 1,943,084 | $96.7M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +0.9% | 1,533,550 | $76.3M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -0.9% | 1,247,139 | $62.1M |
| UBS Group AG | 0.02% | Reduce -0.7% | 1,206,132 | $60.0M |
| Osaic Holdings, Inc. | 0.14% | Reduce -19.3% | 1,174,204 | $58.4M |
| Cetera Investment Advisers | 0.12% | Add +9.4% | 1,073,209 | $53.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.5% | 764,960 | $38.1M |
| Raymond James & Associates | 0.02% | Add +1.6% | 734,546 | $36.6M |
| Royal Bank of Canada | 0.01% | Add +1.8% | 669,807 | $33.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +4.3% | 627,532 | $31.2M |
| Koss-Olinger Consulting, LLC | 2.75% | New | 598,715 | $29.8M |
| Ferguson Shapiro LLC | 11.10% | Reduce -5.3% | 568,542 | $28.3M |
| Kestra Advisory Services, LLC | 0.13% | Add +7.8% | 478,407 | $23.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.8% | 450,564 | $22.4M |
| Atria Wealth Solutions, Inc. | 0.21% | Reduce -2.8% | 377,911 | $18.8M |
| Level Four Advisory Services, LLC | 0.79% | Reduce -2.5% | 353,048 | $17.6M |
| MML Investors Services, LLC | 0.07% | Add +2.0% | 340,952 | $17.0M |
| Truist Financial Corp. | 0.02% | Add +9.1% | 297,547 | $14.8M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 295,058 | $14.7M |
| American Planning Services, Inc. | 10.14% | Reduce -38.3% | 289,508 | $14.4M |
| MBL Wealth, LLC | 1.51% | Add +2.5% | 270,600 | $13.5M |
| Avantax Advisory Services, Inc. | 0.09% | Add +6.8% | 267,008 | $13.3M |
| Geneos Wealth Management Inc. | 0.55% | Add +4.0% | 249,698 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.2% | 246,285 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +1.8% | 220,825 | $11.0M |
| Financial Enhancement Group LLC | 1.77% | Reduce -1.1% | 221,219 | $11.0M |
| DAVENPORT & Co LLC | 0.07% | Add +9.0% | 215,741 | $10.7M |
| Tyche Wealth Partners LLC | 2.59% | Reduce -0.5% | 214,162 | $10.7M |
| Meridian Wealth Advisors, LLC | 1.83% | No change | 206,249 | $10.3M |
| Pacer Advisors, Inc. | 0.02% | Reduce -9.3% | 204,932 | $10.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.2% | 199,301 | $9.9M |
| PFG Advisors | 0.64% | Add +28.6% | 190,134 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +15.3% | 156,096 | $7.7M |
| Moneco Advisors, LLC | 1.11% | Add +7.3% | 151,326 | $7.5M |
| Creative Planning | 0.01% | Reduce -0.1% | 150,661 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.3% | 141,017 | $7.0M |
| Private Advisor Group, LLC | 0.05% | Add +8.2% | 136,099 | $6.8M |
| NewEdge Advisors, LLC | 0.05% | Reduce -2.7% | 127,953 | $6.4M |
| ORG Partners LLC | 0.79% | New | 127,236 | $6.3M |
| Camarda Financial Advisors, LLC | 2.30% | Reduce -5.9% | 117,541 | $5.8M |
| Wbi Investments, LLC | 1.36% | Reduce -20.8% | 112,951 | $5.6M |
| Financial Advocates Investment Management | 0.32% | Add +0.5% | 104,280 | $5.2M |
| SPC Financial, Inc. | 0.48% | Add +9.7% | 103,305 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -0.7% | 97,930 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +24.3% | 81,380 | $4.0M |
| Whitaker-Myers Wealth Managers, LTD. | 1.34% | Reduce -0.7% | 72,948 | $3.6M |
| Aft, Forsyth & Sober, LLC | 1.15% | No change | 67,650 | $3.4M |
| Gimbal Financial | 2.41% | Add +10.3% | 64,258 | $3.3M |
| Citigroup Inc. | 0.00% | Add +5.1% | 60,760 | $3.0M |
| Global Retirement Partners, LLC | 0.09% | Add +12.7% | 55,612 | $2.8M |
| Soltis Investment Advisors LLC | 0.27% | Add +26.1% | 51,439 | $2.6M |
| First Heartland Consultants, Inc. | 0.24% | Reduce -0.4% | 48,568 | $2.4M |
| Optivise Advisory Services LLC | 1.27% | — | 47,349 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +66.5% | 46,179 | $2.3M |
| Holland Advisory Services, Inc. | 2.57% | New | 41,834 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -19.3% | 40,557 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +65.2% | 40,401 | $2.0M |
| Kathmere Capital Management, LLC | 0.21% | Add +0.2% | 40,280 | $2.0M |
| Oder Investment Management, LLC | 1.81% | Add +2.0% | 40,239 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -15.7% | 39,600 | $2.0M |
| Beam Wealth Advisors, Inc. | 0.63% | Add +22.2% | 38,176 | $1.9M |
| WealthShield Partners, LLC | 0.29% | No change | 37,904 | $1.9M |
| Curtis Advisory Group, LLC | 0.65% | Add +21.7% | 36,937 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.3% | 35,050 | $1.7M |
| Ade, LLC | 1.17% | No change | 34,950 | $1.7M |
| Creative Financial Designs Inc. | 0.15% | Reduce -0.3% | 34,866 | $1.7M |
| Lunt Capital Management, Inc. | 0.85% | Add +12.5% | 34,786 | $1.7M |
| Comerica Bank | 0.01% | Reduce -1.5% | 34,285 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -9.5% | 34,148 | $1.7M |
| Advisor Resource Council | 2.15% | No change | 32,883 | $1.6M |
| Vienna Asset Management LLC | 1.30% | Add +10.2% | 31,518 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.3% | 30,384 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -3.4% | 28,938 | $1.4M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -3.7% | 27,573 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -3.7% | 27,573 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.04% | Reduce -2.8% | 27,270 | $1.4M |
| Money Concepts Capital Corp. | 0.11% | Reduce -30.1% | 26,784 | $1.3M |
| EWG Elevate Inc. | 0.48% | Add +11.3% | 26,361 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -10.6% | 24,179 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -8.6% | 23,943 | $1.2M |
| Private Trust Co. NA | 0.12% | No change | 22,410 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.61% | Reduce -0.4% | 22,284 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -38.4% | 21,545 | $1.1M |
| Welch Group, LLC | 0.05% | Reduce -1.0% | 20,607 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +11.6% | 19,567 | $974K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,058 | $948K |
| Raymond James Trust N.A. | 0.02% | Reduce -16.8% | 18,801 | $936K |
| Schmidt P J Investment Management Inc. | 0.17% | Add +4.0% | 18,355 | $913K |
| StoneX Group Inc. | 0.07% | Reduce -6.1% | 18,284 | $910K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +88.9% | 18,155 | $903K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +88.9% | 18,155 | $903K |
| Sovereign Financial Group, Inc. | 0.23% | Add +6.9% | 18,141 | $903K |
| Perennial Investment Advisors, LLC | 0.13% | No change | 18,123 | $902K |
| Calton & Associates, Inc. | 0.45% | Add +24.8% | 18,071 | $899K |
| JBR Co Financial Management Inc | 0.63% | Reduce -3.4% | 17,938 | $893K |
| Mariner, LLC | 0.00% | No change | 17,641 | $878K |
"% 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.