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 |
| Brookstone Capital Management | 0.01% | Add +65.4% | 16,818 | $857K |
| Equitable Holdings, Inc. | 0.01% | Add +10.3% | 16,997 | $846K |
| D.A. Davidson & Co. | 0.01% | Reduce -11.1% | 16,797 | $836K |
| Western Wealth Management, LLC | 0.06% | Reduce -12.3% | 16,249 | $809K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +42.8% | 16,240 | $808K |
| Freedom Investment Management, Inc. | 0.07% | Add +87.0% | 16,064 | $799K |
| Sigma Planning Corp | 0.02% | Reduce -13.7% | 15,657 | $779K |
| Lion Street Advisors, LLC | 0.27% | Reduce -2.0% | 14,755 | $734K |
| Bank of Montreal | 0.00% | Add +65.7% | 14,603 | $729K |
| Ascentis Independent Advisors | 0.15% | — | 14,120 | $703K |
| International Assets Investment Management, LLC | 0.06% | Add +0.3% | 13,256 | $660K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,700 | $632K |
| Northern Trust Corp. | 0.00% | Add +13.5% | 12,477 | $621K |
| Atria Investments, Inc | 0.01% | New | 12,454 | $620K |
| Blair William & Co. | 0.00% | No change | 11,371 | $566K |
| Insigneo Advisory Services, LLC | 0.06% | Add +59.1% | 11,578 | $548K |
| Legacy Trust | 0.13% | No change | 10,903 | $543K |
| Spire Wealth Management | 0.02% | Reduce -0.3% | 10,661 | $530K |
| Stephens Inc. | 0.01% | Add +28.6% | 10,540 | $524K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | No change | 10,518 | $523K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.3% | 10,446 | $520K |
| WNY Asset Management, LLC | 0.07% | No change | 10,397 | $517K |
| Inspire Advisors, LLC | 0.07% | Reduce -5.7% | 10,094 | $502K |
| Tempus Wealth Planning, LLC | 0.21% | Add +3.1% | 10,086 | $502K |
| GPS Wealth Strategies Group, LLC | 0.07% | No change | 9,889 | $492K |
| Silverlake Wealth Management LLC | 0.20% | No change | 9,803 | $488K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,322 | $479K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 9,451 | $470K |
| Allworth Financial LP | 0.00% | Add +92.5% | 9,362 | $470K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.8% | 9,229 | $459K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.0% | 8,957 | $446K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,887 | $442K |
| Merit Financial Group, LLC | 0.01% | No change | 8,062 | $401K |
| OneAscent Financial Services LLC | 0.05% | Add +14.7% | 7,898 | $393K |
| Independent Wealth Network Inc. | 0.18% | Add +3.6% | 7,726 | $384K |
| Burt Wealth Advisors | 0.10% | Reduce -5.8% | 7,299 | $363K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -5.2% | 6,488 | $323K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 6,111 | $305K |
| Marcum Wealth, LLC | 0.03% | No change | 6,021 | $300K |
| Advisory Services Network, LLC | 0.01% | New | 5,574 | $277K |
| Synovus Financial Corp. | 0.00% | Add +2.1% | 5,542 | $276K |
| Redhawk Wealth Advisors, Inc. | 0.04% | No change | 5,518 | $275K |
| Clarus Group, Inc. | 0.12% | Reduce -89.6% | 5,416 | $270K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 5,385 | $268K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 5,311 | $264K |
| Independent Financial Group, LLC | 0.01% | New | 5,276 | $263K |
| Valmark Advisers, Inc. | 0.00% | Reduce -19.1% | 5,249 | $261K |
| Fisher Asset Management | 0.00% | New | 5,235 | $260K |
| FMR LLC | 0.00% | Add +6.5% | 5,097 | $254K |
| Element Pointe Advisors, LLC | 0.06% | No change | 5,027 | $250K |
| SWS Partners | 0.07% | No change | 5,020 | $250K |
| Gateway Wealth Partners, LLC | 0.07% | No change | 4,945 | $246K |
| Cedrus LLC | 0.12% | New | 4,832 | $240K |
| Belpointe Asset Management LLC | 0.02% | New | 4,802 | $239K |
| Park Avenue Securities LLC | 0.00% | No change | 4,641 | $231K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,543 | $231K |
| Captrust Financial Advisors | 0.00% | No change | 4,600 | $229K |
| Fidelis Capital Partners, LLC | 0.03% | New | 4,775 | $226K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 4,168 | $207K |
| Kinloch Capital, LLC | 0.11% | Reduce -28.3% | 4,130 | $206K |
| New England Private Wealth Advisors LLC | 0.04% | Reduce -19.6% | 4,108 | $204K |
| Prospera Financial Services Inc | 0.01% | New | 4,051 | $202K |
| Silver Oak Securities, Incorporated | 0.03% | Add +53.5% | 3,645 | $181K |
| PSI Advisors, LLC | 0.05% | Add +13.5% | 3,354 | $167K |
| Avion Wealth | 0.04% | No change | 3,201 | $159K |
| Westside Investment Management, Inc. | 0.03% | Reduce -20.0% | 3,000 | $149K |
| Mather Group, Llc. | 0.00% | New | 3,062 | $146K |
| Kiely Wealth Advisory Group, Inc. | 0.07% | No change | 2,795 | $135K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,242 | $113K |
| Centaurus Financial, Inc. | 0.01% | New | 2,225 | $111K |
| Oakworth Capital, Inc. | 0.01% | Reduce -65.8% | 1,560 | $78K |
| IFP Advisors, Inc | 0.00% | No change | 1,556 | $77K |
| Realta Investment Advisors | 0.01% | No change | 1,354 | $67K |
| Aspire Wealth Management Corp | 0.04% | No change | 1,351 | $67K |
| Colonial Trust Co / SC | 0.01% | Reduce -7.9% | 1,332 | $67K |
| Strategic Financial Concepts, LLC | 0.04% | Add +77.7% | 11,007 | $64K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,269 | $63K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,123 | $56K |
| Cwm, LLC | 0.00% | No change | 894 | $45K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 900 | $45K |
| CoreCap Advisors, LLC | 0.00% | New | 860 | $43K |
| Avalon Trust Co | 0.00% | Reduce -80.8% | 831 | $41K |
| Larson Financial Group LLC | 0.00% | Add +124.3% | 830 | $41K |
| Ridgewood Investments LLC | 0.02% | New | 800 | $40K |
| WR Wealth Planners, LLC | 0.01% | No change | 800 | $40K |
| Sound Income Strategies, LLC | 0.00% | No change | 766 | $38K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -36.9% | 599 | $30K |
| Global Financial Private Client, LLC | 0.01% | No change | 582 | $29K |
| NFSG Corp | 0.01% | Reduce -32.1% | 542 | $27K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 463 | $23K |
| Caldwell Trust Co | 0.00% | No change | 420 | $21K |
| Salomon & Ludwin, LLC | 0.00% | No change | 392 | $20K |
| LRI Investments, LLC | 0.00% | No change | 345 | $17K |
| Signaturefd, LLC | 0.00% | No change | 334 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 288 | $14K |
| CNB Bank | 0.01% | No change | 250 | $12K |
| Investors Research Corp | 0.00% | No change | 247 | $12K |
| Penserra Capital Management LLC | 0.00% | Reduce -2.5% | 159 | $8K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 157 | $7K |
| First PREMIER Bank | 0.00% | No change | 144 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 102 | $5K |
| BNP Paribas Financial Markets | 0.00% | New | 88 | $4K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 46 | $2K |
| Assetmark, Inc. | 0.00% | New | 45 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 25 | $1K |
"% 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.