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 |
| Brookstone Capital Management | 0.01% | Add +7.2% | 18,034 | $948K |
| Sanctuary Advisors, LLC | 0.01% | Add +67.2% | 17,259 | $941K |
| Citadel Advisors | 0.00% | Reduce -17.2% | 17,846 | $938K |
| TCFG Wealth Management, LLC | 0.47% | — | 17,651 | $928K |
| Mariner, LLC | 0.00% | No change | 17,641 | $927K |
| American Institute for Advanced Investment Management, LLP | 0.66% | Reduce -35.4% | 17,620 | $926K |
| Welch Group, LLC | 0.04% | Reduce -14.6% | 17,599 | $925K |
| JBR Co Financial Management Inc | 0.59% | Reduce -3.8% | 17,266 | $907K |
| Cedrus LLC | 0.31% | Add +227.5% | 15,825 | $832K |
| Sigma Planning Corp | 0.02% | Reduce -1.9% | 15,366 | $808K |
| Lion Street Advisors, LLC | 0.27% | No change | 14,755 | $775K |
| IHT Wealth Management, LLC | 0.02% | Reduce -45.0% | 13,167 | $691K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,700 | $667K |
| Northern Trust Corp. | 0.00% | No change | 12,477 | $656K |
| Atria Investments, Inc | 0.01% | Reduce -0.4% | 12,405 | $652K |
| Integrated Wealth Concepts LLC | 0.01% | Add +14.6% | 11,971 | $629K |
| Insigneo Advisory Services, LLC | 0.06% | Add +0.8% | 11,675 | $614K |
| Blair William & Co. | 0.00% | No change | 11,371 | $598K |
| Silver Oak Securities, Incorporated | 0.06% | Add +205.1% | 11,121 | $582K |
| Synovus Financial Corp. | 0.01% | Add +98.2% | 10,984 | $577K |
| Prospera Financial Services Inc | 0.01% | Add +170.6% | 10,961 | $576K |
| Legacy Trust | 0.13% | No change | 10,903 | $573K |
| Spire Wealth Management | 0.02% | Reduce -0.3% | 10,631 | $559K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | No change | 10,518 | $553K |
| WNY Asset Management, LLC | 0.06% | No change | 10,397 | $546K |
| Tempus Wealth Planning, LLC | 0.19% | No change | 10,086 | $530K |
| Inspire Advisors, LLC | 0.06% | Reduce -1.6% | 9,931 | $522K |
| GPS Wealth Strategies Group, LLC | 0.07% | No change | 9,889 | $520K |
| &partners | 0.01% | New | 9,844 | $517K |
| Silverlake Wealth Management LLC | 0.20% | No change | 9,803 | $515K |
| Raymond James Trust N.A. | 0.01% | Reduce -49.6% | 9,469 | $498K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 9,451 | $497K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 9,153 | $481K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +2.2% | 9,152 | $481K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,887 | $467K |
| Bank of Montreal | 0.00% | Reduce -39.7% | 8,811 | $461K |
| Merit Financial Group, LLC | 0.01% | Add +6.4% | 8,579 | $451K |
| Saxon Interests, Inc. | 0.20% | New | 8,519 | $448K |
| World Investment Advisors | 0.01% | New | 7,507 | $394K |
| Allworth Financial LP | 0.00% | Reduce -21.3% | 7,366 | $387K |
| Burt Wealth Advisors | 0.09% | No change | 7,299 | $384K |
| Independent Financial Group, LLC | 0.01% | Add +32.6% | 6,996 | $368K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -64.0% | 6,522 | $343K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -0.7% | 6,442 | $339K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 6,111 | $320K |
| Independent Wealth Network Inc. | 0.14% | Reduce -22.4% | 5,995 | $315K |
| Redhawk Wealth Advisors, Inc. | 0.04% | No change | 5,518 | $290K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 5,385 | $283K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 5,301 | $279K |
| Advisory Services Network, LLC | 0.01% | No change | 5,574 | $277K |
| Valmark Advisers, Inc. | 0.00% | No change | 5,249 | $276K |
| Gateway Wealth Partners, LLC | 0.07% | Add +3.0% | 5,093 | $268K |
| FMR LLC | 0.00% | Reduce -0.8% | 5,056 | $266K |
| Element Pointe Advisors, LLC | 0.06% | No change | 5,027 | $264K |
| SWS Partners | 0.08% | Add +0.0% | 5,021 | $264K |
| Belpointe Asset Management LLC | 0.02% | Add +4.2% | 5,002 | $263K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.8% | 4,989 | $262K |
| Marcum Wealth, LLC | 0.02% | Reduce -20.0% | 4,818 | $253K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 4,775 | $253K |
| Park Avenue Securities LLC | 0.00% | No change | 4,641 | $244K |
| Kinloch Capital, LLC | 0.11% | Add +4.9% | 4,332 | $228K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 4,168 | $219K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 4,108 | $216K |
| Captrust Financial Advisors | 0.00% | Reduce -12.4% | 4,030 | $212K |
| PSI Advisors, LLC | 0.06% | Add +13.4% | 3,804 | $200K |
| Avion Wealth | 0.04% | No change | 3,201 | $168K |
| Mather Group, Llc. | 0.00% | No change | 3,062 | $161K |
| Westside Investment Management, Inc. | 0.03% | No change | 3,000 | $158K |
| Kiely Wealth Advisory Group, Inc. | 0.10% | No change | 2,795 | $153K |
| IFP Advisors, Inc | 0.00% | Add +66.7% | 2,594 | $136K |
| Eastern Bank | 0.00% | New | 2,340 | $123K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,242 | $118K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,225 | $117K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,560 | $82K |
| Aspire Wealth Management Corp | 0.04% | No change | 1,351 | $71K |
| Colonial Trust Co / SC | 0.01% | Reduce -4.3% | 1,275 | $67K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,269 | $67K |
| Operose Advisors LLC | 0.02% | New | 1,207 | $63K |
| Cwm, LLC | 0.00% | Add +32.7% | 1,186 | $62K |
| Realta Investment Advisors | 0.03% | Reduce -14.8% | 1,154 | $62K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,123 | $59K |
| CoreCap Advisors, LLC | 0.00% | No change | 860 | $45K |
| Avalon Trust Co | 0.00% | No change | 831 | $44K |
| Larson Financial Group LLC | 0.00% | No change | 830 | $44K |
| WR Wealth Planners, LLC | 0.01% | No change | 800 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 766 | $40K |
| Assetmark, Inc. | 0.00% | Add +1326.7% | 642 | $34K |
| Founders Financial Alliance, LLC | 0.01% | No change | 599 | $31K |
| Global Financial Private Client, LLC | 0.01% | No change | 582 | $31K |
| NFSG Corp | 0.01% | No change | 542 | $28K |
| Integrated Investment Consultants, LLC | 0.01% | New | 27,467 | $27K |
| Caldwell Trust Co | 0.00% | No change | 420 | $22K |
| Continuum Advisory, LLC | 0.00% | New | 404 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 392 | $21K |
| LRI Investments, LLC | 0.00% | No change | 345 | $19K |
| Signaturefd, LLC | 0.00% | Reduce -0.3% | 333 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 288 | $15K |
| CNB Bank | 0.01% | No change | 250 | $13K |
| Investors Research Corp | 0.00% | No change | 247 | $13K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +61.8% | 165 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 46 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 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.