Pacer Trendpilot US Large CaPTLCETF
13F holders, Q3 2024 (September 30)202holders −3
12new positions
15sold out
2famous investors
$52.43avg. 13F price*
At the end of Q3 2024, 202 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, down 3 from Q2 2024. 12 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($317.4M), Morgan Stanley ($234.8M) and LPL Financial LLC ($170.2M). 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 (Q3 2024)
- CUSIP
- 69374H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $20.2M |
| Exits | 15 | $7.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,612,085 shares bought and 808,062 shares sold, net +1,804,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| Bank of America Corp. | 0.03% | Reduce -0.4% | 6,040,181 | $317.4M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 4,467,691 | $234.8M |
| LPL Financial LLC | 0.08% | Add +6.8% | 3,237,972 | $170.2M |
| Wells Fargo & Company | 0.03% | Reduce -3.5% | 2,357,355 | $123.9M |
| CFS Investment Advisory Services, LLC | 8.64% | Add +0.7% | 1,956,920 | $102.8M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -5.3% | 1,451,980 | $76.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.3% | 1,263,196 | $66.4M |
| UBS Group AG | 0.02% | Add +3.9% | 1,253,507 | $65.9M |
| Cetera Investment Advisers | 0.14% | Add +10.5% | 1,185,923 | $62.3M |
| Ferguson Shapiro LLC | 22.88% | Add +105.3% | 1,167,237 | $61.3M |
| Osaic Holdings, Inc. | 0.14% | Reduce -1.5% | 1,156,390 | $60.8M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +48.9% | 934,427 | $49.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.1% | 834,624 | $43.9M |
| Raymond James & Associates | 0.03% | Add +10.2% | 809,458 | $42.5M |
| Royal Bank of Canada | 0.01% | Add +3.3% | 691,844 | $36.4M |
| Koss-Olinger Consulting, LLC | 2.72% | Reduce -0.5% | 595,695 | $31.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +21.3% | 546,504 | $28.7M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -15.8% | 403,046 | $21.2M |
| MML Investors Services, LLC | 0.08% | Add +15.9% | 395,027 | $20.8M |
| Level Four Advisory Services, LLC | 0.86% | Add +11.1% | 392,183 | $20.4M |
| MBL Wealth, LLC | 1.92% | Add +25.5% | 339,608 | $17.8M |
| Stifel Financial Corp. | 0.02% | Add +10.3% | 325,563 | $17.1M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -14.3% | 323,809 | $17.0M |
| Geneos Wealth Management Inc. | 0.64% | Add +28.2% | 320,044 | $16.8M |
| Truist Financial Corp. | 0.03% | Add +3.9% | 309,041 | $16.2M |
| Avantax Advisory Services, Inc. | 0.10% | Add +9.2% | 291,545 | $15.3M |
| American Planning Services, Inc. | 11.74% | Reduce -2.5% | 282,313 | $14.8M |
| DAVENPORT & Co LLC | 0.07% | Add +12.1% | 241,918 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.6% | 239,904 | $12.6M |
| Tyche Wealth Partners LLC | 2.61% | Add +2.2% | 218,955 | $11.5M |
| Meridian Wealth Advisors, LLC | 1.81% | No change | 206,249 | $10.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.1% | 201,555 | $10.6M |
| PFG Advisors | 0.67% | Add +5.8% | 201,245 | $10.6M |
| Pacer Advisors, Inc. | 0.02% | Reduce -3.0% | 198,732 | $10.4M |
| HighTower Advisors, LLC | 0.01% | Add +9.8% | 171,332 | $9.0M |
| Moneco Advisors, LLC | 1.10% | Add +11.2% | 168,227 | $8.8M |
| Financial Enhancement Group LLC | 1.66% | Add +1.6% | 224,642 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 152,436 | $8.0M |
| Creative Planning | 0.01% | Add +1.0% | 152,121 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -31.3% | 151,694 | $8.0M |
| Fourpath Capital Management, LLC | 1.43% | New | 147,848 | $7.8M |
| Private Advisor Group, LLC | 0.05% | Add +7.2% | 145,828 | $7.7M |
| NewEdge Advisors, LLC | 0.04% | Add +0.1% | 128,015 | $6.7M |
| ORG Partners LLC | 1.03% | Reduce -4.1% | 122,027 | $6.4M |
| SPC Financial, Inc. | 0.52% | Add +7.9% | 111,458 | $5.9M |
| Wbi Investments, LLC | 1.40% | Reduce -1.6% | 111,193 | $5.8M |
| Financial Advocates Investment Management | 0.32% | Add +4.3% | 108,716 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +1.8% | 99,641 | $5.2M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +4.4% | 84,944 | $4.5M |
| Authentikos Wealth Advisory, LLC | 4.25% | New | 83,895 | $4.4M |
| Whitaker-Myers Wealth Managers, LTD. | 1.33% | Add +4.6% | 76,301 | $4.0M |
| Gimbal Financial | 2.39% | Add +8.1% | 69,471 | $3.7M |
| Aft, Forsyth & Sober, LLC | 1.16% | Reduce -1.1% | 66,900 | $3.5M |
| Holland Advisory Services, Inc. | 4.19% | Add +45.8% | 61,004 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 59,607 | $3.1M |
| Vienna Asset Management LLC | 2.24% | Add +83.4% | 57,811 | $3.0M |
| Global Retirement Partners, LLC | 0.09% | Add +1.5% | 56,452 | $3.0M |
| Soltis Investment Advisors LLC | 0.29% | Add +8.2% | 55,655 | $2.9M |
| WealthShield Partners, LLC | 0.35% | Add +29.3% | 49,023 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | New | 47,844 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +0.4% | 46,376 | $2.4M |
| Curtis Advisory Group, LLC | 0.68% | Add +23.9% | 45,746 | $2.4M |
| Optivise Advisory Services LLC | 1.22% | Reduce -7.1% | 43,981 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | New | 43,308 | $2.3M |
| Oder Investment Management, LLC | 1.82% | No change | 40,239 | $2.1M |
| Beam Wealth Advisors, Inc. | 0.63% | Add +4.0% | 39,718 | $2.1M |
| Kathmere Capital Management, LLC | 0.19% | Reduce -5.7% | 37,970 | $2.0M |
| Lunt Capital Management, Inc. | 0.91% | Add +6.9% | 37,199 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Add +127.5% | 36,972 | $1.9M |
| Comerica Bank | 0.01% | Add +6.0% | 36,334 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -10.5% | 36,289 | $1.9M |
| Creative Financial Designs Inc. | 0.16% | Add +2.2% | 35,635 | $1.9M |
| Ade, LLC | 1.13% | No change | 34,950 | $1.8M |
| Perennial Investment Advisors, LLC | 0.24% | Add +92.1% | 34,814 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +1.9% | 34,800 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -12.4% | 34,700 | $1.8M |
| Camarda Financial Advisors, LLC | 0.62% | Reduce -73.1% | 31,583 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 31,349 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +13.4% | 31,274 | $1.6M |
| Capital Asset Advisory Services LLC | 0.08% | Add +13.4% | 31,274 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -25.1% | 30,239 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | No change | 28,938 | $1.5M |
| Ascentis Independent Advisors | 0.24% | Add +103.7% | 28,757 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -7.5% | 28,093 | $1.5M |
| Money Concepts Capital Corp. | 0.10% | Reduce -2.5% | 26,119 | $1.4M |
| EWG Elevate Inc. | 0.55% | Reduce -1.0% | 26,096 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +54.9% | 25,155 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +34.3% | 22,551 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -6.9% | 22,502 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Add +14.7% | 22,449 | $1.2M |
| Private Trust Co. NA | 0.12% | No change | 22,410 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.59% | Reduce -1.3% | 21,994 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.1% | 21,009 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +21.9% | 20,716 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.17% | Add +4.5% | 19,171 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Add +18.9% | 19,108 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,058 | $1.0M |
| StoneX Group Inc. | 0.07% | Add +1.2% | 18,501 | $972K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.1% | 18,172 | $955K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.1% | 18,172 | $955K |
"% 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.