Pacer Trendpilot US Large CaPTLCETF
13F holders, Q4 2024 (December 31)245holders +43
37new positions
7sold out
2famous investors
$53.44avg. 13F price*
At the end of Q4 2024, 245 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, up 43 from Q3 2024. 37 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($325.2M), Morgan Stanley ($249.5M) and LPL Financial LLC ($186.4M). 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 (Q4 2024)
- CUSIP
- 69374H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $31.3M |
| Exits | 7 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,505,134 shares bought and 617,359 shares sold, net +1,887,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| Bank of America Corp. | 0.03% | Add +0.8% | 6,085,423 | $325.2M |
| Morgan Stanley | 0.02% | Add +4.5% | 4,669,082 | $249.5M |
| LPL Financial LLC | 0.08% | Add +7.7% | 3,487,182 | $186.4M |
| Wells Fargo & Company | 0.03% | Add +5.1% | 2,478,601 | $132.5M |
| Raymond James Financial Inc. | 0.05% | — | 2,438,772 | $130.3M |
| CFS Investment Advisory Services, LLC | 9.50% | Add +1.4% | 1,983,306 | $106.0M |
| Commonwealth Equity Services, LLC | 0.11% | Add +6.6% | 1,346,070 | $71.9M |
| Ferguson Shapiro LLC | 26.08% | Add +12.9% | 1,317,921 | $70.4M |
| Cetera Investment Advisers | 0.14% | Add +4.3% | 1,236,768 | $66.1M |
| UBS Group AG | 0.01% | Reduce -2.7% | 1,220,189 | $65.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -17.4% | 955,688 | $51.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.7% | 915,423 | $48.9M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -3.0% | 906,358 | $48.4M |
| Royal Bank of Canada | 0.01% | Add +0.6% | 695,933 | $37.2M |
| Koss-Olinger Consulting, LLC | 2.82% | Add +1.1% | 602,374 | $32.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +7.8% | 589,330 | $31.5M |
| MML Investors Services, LLC | 0.08% | Add +7.1% | 423,219 | $22.6M |
| Level Four Advisory Services, LLC | 0.84% | Reduce -1.5% | 386,248 | $20.6M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -5.0% | 383,103 | $20.5M |
| Stifel Financial Corp. | 0.02% | Add +8.1% | 351,787 | $18.8M |
| MBL Wealth, LLC | 1.88% | Add +3.0% | 349,721 | $18.7M |
| Geneos Wealth Management Inc. | 0.63% | Add +5.7% | 338,358 | $18.1M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +2.0% | 330,258 | $17.8M |
| Avantax Advisory Services, Inc. | 0.11% | Add +10.7% | 322,865 | $17.3M |
| DAVENPORT & Co LLC | 0.10% | Add +27.8% | 309,153 | $16.5M |
| Truist Financial Corp. | 0.03% | Reduce -2.4% | 301,701 | $16.1M |
| Brookstone Capital Management | 0.18% | Add +1176.6% | 230,222 | $12.3M |
| Tyche Wealth Partners LLC | 2.58% | Add +4.5% | 228,758 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.9% | 217,404 | $11.6M |
| Financial Enhancement Group LLC | 1.75% | Reduce -4.0% | 215,563 | $11.4M |
| Pacer Advisors, Inc. | 0.03% | Add +5.6% | 209,866 | $11.2M |
| PFG Advisors | 0.68% | Add +2.9% | 207,067 | $11.1M |
| Meridian Wealth Advisors, LLC | 1.82% | No change | 206,249 | $11.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -15.2% | 203,478 | $10.9M |
| Moneco Advisors, LLC | 1.04% | Add +10.1% | 185,261 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +5.5% | 180,740 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Add +8.6% | 165,607 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Add +7.5% | 156,814 | $8.4M |
| Creative Planning | 0.01% | Add +0.8% | 153,270 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -2.7% | 147,552 | $7.9M |
| Fourpath Capital Management, LLC | 1.41% | Reduce -3.4% | 142,894 | $7.6M |
| MY Wealth Management Inc. | 7.54% | New | 141,338 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Add +1.9% | 130,397 | $7.0M |
| 1 North Wealth Services LLC | 2.78% | — | 122,626 | $6.6M |
| SPC Financial, Inc. | 0.56% | Add +7.6% | 119,976 | $6.4M |
| ORG Partners LLC | 0.88% | Reduce -2.0% | 119,603 | $6.4M |
| D.A. Davidson & Co. | 0.05% | Add +423.1% | 117,961 | $6.3M |
| Wbi Investments, LLC | 1.52% | Add +2.1% | 113,514 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +27.0% | 107,895 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +5.3% | 104,934 | $5.6M |
| Financial Advocates Investment Management | 0.31% | Reduce -6.8% | 101,357 | $5.4M |
| Bison Wealth, LLC | 0.61% | — | 93,774 | $5.0M |
| Magnolia Capital Advisors LLC | 1.25% | New | 90,413 | $4.8M |
| Western Wealth Management, LLC | 0.24% | Add +123.8% | 82,736 | $4.4M |
| Authentikos Wealth Advisory, LLC | 4.31% | Reduce -2.7% | 81,665 | $4.4M |
| Ofc Financial Planning, LLC | 4.37% | — | 77,515 | $4.1M |
| Whitaker-Myers Wealth Managers, LTD. | 1.14% | Reduce -3.7% | 73,482 | $3.9M |
| Gimbal Financial | 3.06% | Add +0.8% | 70,027 | $3.7M |
| Vienna Asset Management LLC | 2.43% | Add +16.1% | 67,102 | $3.6M |
| Aft, Forsyth & Sober, LLC | 1.16% | No change | 66,900 | $3.6M |
| Holland Advisory Services, Inc. | 4.62% | Add +8.5% | 66,170 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +207.7% | 64,640 | $3.5M |
| Citigroup Inc. | 0.00% | Add +4.4% | 62,229 | $3.3M |
| Advisor Resource Council | 2.36% | New | 61,446 | $3.3M |
| Soltis Investment Advisors LLC | 0.30% | Add +9.6% | 60,994 | $3.3M |
| Curtis Advisory Group, LLC | 0.75% | Add +16.1% | 53,136 | $2.8M |
| Invenio Wealth Partners LLC | 1.17% | New | 52,412 | $2.8M |
| Global Retirement Partners, LLC | 0.08% | Reduce -7.3% | 52,345 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +3.8% | 48,132 | $2.6M |
| J2 Capital Management Inc | 2.41% | — | 48,104 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.75% | Add +11.2% | 44,162 | $2.4M |
| Comerica Bank | 0.01% | Add +13.2% | 41,135 | $2.2M |
| Lunt Capital Management, Inc. | 0.85% | Add +10.4% | 41,057 | $2.2M |
| Oder Investment Management, LLC | 1.81% | Add +0.9% | 40,598 | $2.2M |
| Creative Financial Designs Inc. | 0.17% | Add +11.1% | 39,589 | $2.1M |
| Optivise Advisory Services LLC | 1.12% | Reduce -11.5% | 38,906 | $2.1M |
| Kathmere Capital Management, LLC | 0.18% | Reduce -0.3% | 37,873 | $2.0M |
| WealthShield Partners, LLC | 0.29% | Reduce -23.2% | 37,631 | $2.0M |
| Perennial Investment Advisors, LLC | 0.23% | Add +7.0% | 37,245 | $2.0M |
| CENTRAL TRUST Co | 0.05% | New | 37,081 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -2.4% | 33,969 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +8.0% | 32,667 | $1.7M |
| Camarda Financial Advisors, LLC | 0.66% | Add +3.4% | 32,651 | $1.7M |
| Stark Wealth Management LLC | 1.26% | — | 32,040 | $1.7M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -1.9% | 30,693 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -1.9% | 30,693 | $1.6M |
| Ade, LLC | 0.99% | Reduce -13.3% | 30,312 | $1.6M |
| &partners | 0.02% | Add +196.8% | 29,222 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | No change | 28,938 | $1.5M |
| PKS Advisory Services, LLC | 0.38% | — | 28,333 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.4% | 28,193 | $1.5M |
| EWG Elevate Inc. | 0.45% | Add +6.9% | 27,900 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.9% | 27,888 | $1.5M |
| Calton & Associates, Inc. | 0.66% | New | 27,861 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +19.9% | 26,906 | $1.4M |
| Money Concepts Capital Corp. | 0.10% | No change | 26,119 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +21.4% | 25,144 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -30.6% | 24,100 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +1.8% | 22,810 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +21.3% | 22,039 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +21.3% | 22,039 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.60% | Add +0.0% | 21,999 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -44.5% | 20,156 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -12.3% | 19,734 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +76.0% | 19,293 | $1.0M |
| StoneX Group Inc. | 0.06% | Add +3.4% | 19,131 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,058 | $1.0M |
| Schmidt P J Investment Management Inc. | 0.18% | Reduce -1.4% | 18,909 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 18,588 | $993K |
| Welch Group, LLC | 0.04% | No change | 17,599 | $945K |
| Mariner, LLC | 0.00% | No change | 17,641 | $943K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -7.7% | 17,629 | $942K |
| JBR Co Financial Management Inc | 0.56% | Reduce -0.5% | 17,173 | $918K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.4% | 16,495 | $911K |
| Arax Advisory Partners | 0.06% | New | 16,883 | $902K |
| American Institute for Advanced Investment Management, LLP | 0.66% | Reduce -6.0% | 16,560 | $885K |
| TCFG Wealth Management, LLC | 0.42% | Reduce -12.3% | 15,476 | $827K |
| Sigma Planning Corp | 0.03% | Reduce -0.5% | 15,294 | $817K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.6% | 14,856 | $794K |
| Lion Street Advisors, LLC | 0.25% | No change | 14,755 | $789K |
| Silver Oak Securities, Incorporated | 0.07% | Add +27.9% | 14,224 | $763K |
| International Assets Investment Management, LLC | 0.06% | New | 14,221 | $758K |
| Kingswood Wealth Advisors, LLC | 0.06% | New | 14,035 | $750K |
| Citadel Advisors | 0.00% | Reduce -22.8% | 13,785 | $737K |
| Meridian Investment Counsel Inc. | 0.21% | New | 13,200 | $705K |
| Maridea Wealth Management LLC | 0.22% | — | 12,976 | $693K |
| Saxon Interests, Inc. | 0.30% | Add +51.0% | 12,865 | $688K |
| Insigneo Advisory Services, LLC | 0.07% | Add +7.7% | 12,573 | $672K |
| Northern Trust Corp. | 0.00% | No change | 12,477 | $667K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 11,993 | $641K |
| Ascentis Independent Advisors | 0.12% | Reduce -58.4% | 11,952 | $639K |
| Atria Investments, Inc | 0.01% | Reduce -5.0% | 11,779 | $629K |
| Capital & Planning, LLC | 0.45% | — | 11,408 | $610K |
| Blair William & Co. | 0.00% | No change | 11,371 | $608K |
| World Investment Advisors | 0.02% | Add +45.4% | 10,918 | $583K |
| Independent Financial Group, LLC | 0.02% | Add +56.0% | 10,910 | $583K |
| Legacy Trust | 0.14% | No change | 10,903 | $583K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -15.7% | 10,710 | $572K |
| Independent Advisor Alliance | 0.01% | New | 10,706 | $572K |
| Spire Wealth Management | 0.02% | No change | 10,631 | $568K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +5.1% | 10,389 | $555K |
| Tempus Wealth Planning, LLC | 0.16% | No change | 10,086 | $539K |
| IHT Wealth Management, LLC | 0.02% | Reduce -24.2% | 9,975 | $533K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -5.9% | 9,893 | $529K |
| Silverlake Wealth Management LLC | 0.20% | No change | 9,803 | $524K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,621 | $514K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 9,451 | $505K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.7% | 9,217 | $493K |
| Independent Wealth Network Inc. | 0.20% | Add +52.4% | 9,135 | $488K |
| Advisory Services Network, LLC | 0.01% | Add +61.4% | 8,995 | $481K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,887 | $475K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 8,853 | $473K |
| JPMorgan Chase & Co. | 0.00% | Add +67.0% | 8,850 | $473K |
| Bank of Montreal | 0.00% | Reduce -5.2% | 8,350 | $446K |
| XY Planning Network, Inc. | 0.33% | — | 8,329 | $445K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.0% | 8,062 | $431K |
| One Degree Advisors Inc | 0.16% | New | 7,322 | $404K |
| Bank of New York Mellon Corp | 0.00% | New | 7,489 | $400K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 7,203 | $398K |
| Oregon Pacific Wealth Management, LLC | 0.39% | — | 7,413 | $396K |
| Golden State Wealth Management, LLC | 0.06% | — | 7,396 | $395K |
| Burt Wealth Advisors | 0.10% | No change | 7,299 | $390K |
| Ameriflex Group, Inc. | 0.17% | — | 6,790 | $373K |
| Baird Financial Group, Inc. | 0.00% | Reduce -26.5% | 6,731 | $360K |
| Clear Creek Financial Management, LLC | 0.04% | Add +2.1% | 6,579 | $352K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -2.6% | 6,354 | $340K |
| Inspire Advisors, LLC | 0.04% | Reduce -36.3% | 6,329 | $338K |
| FMR LLC | 0.00% | Add +24.2% | 6,281 | $336K |
| OneAscent Financial Services LLC | 0.03% | New | 6,122 | $327K |
| Synovus Financial Corp. | 0.00% | Reduce -49.6% | 5,540 | $296K |
| Mascagni Wealth Management, Inc. | 0.29% | — | 5,732 | $295K |
| Redhawk Wealth Advisors, Inc. | 0.04% | No change | 5,518 | $295K |
| IronOak Wealth LLC. | 0.33% | — | 5,465 | $294K |
| HMV Wealth Advisors, LLC | 0.29% | — | 5,500 | $294K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 5,385 | $289K |
| Park Avenue Securities LLC | 0.00% | Add +16.2% | 5,391 | $288K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,389 | $288K |
| Valmark Advisers, Inc. | 0.00% | No change | 5,249 | $281K |
| BCS Wealth Management | 0.07% | New | 5,164 | $276K |
| Gateway Wealth Partners, LLC | 0.07% | No change | 5,093 | $272K |
| SWS Partners | 0.08% | No change | 5,021 | $270K |
| Element Pointe Advisors, LLC | 0.06% | No change | 5,027 | $269K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 4,775 | $260K |
| Belpointe Asset Management LLC | 0.02% | Add +0.1% | 5,008 | $259K |
| Marcum Wealth, LLC | 0.02% | No change | 4,818 | $257K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -26.6% | 4,483 | $249K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.9% | 4,543 | $244K |
| Proactive Wealth Strategies LLC | 0.13% | New | 4,491 | $240K |
| World Equity Group, Inc. | 0.05% | New | 4,340 | $232K |
| Kinloch Capital, LLC | 0.12% | Reduce -0.6% | 4,308 | $230K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 4,168 | $223K |
| GSG Advisors LLC | 0.07% | New | 4,133 | $221K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 4,108 | $220K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,074 | $218K |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 4,000 | $214K |
| PSI Advisors, LLC | 0.06% | Add +3.9% | 3,954 | $211K |
| Heritage Wealth Management, Inc. | 0.07% | New | 3,925 | $210K |
| WNY Asset Management, LLC | 0.03% | Reduce -62.8% | 3,868 | $207K |
| Pasadena Private Wealth, LLC | 0.04% | New | 3,817 | $204K |
| IFP Advisors, Inc | 0.01% | Add +23.9% | 3,214 | $172K |
| Avion Wealth | 0.04% | No change | 3,201 | $171K |
| First Horizon Advisors, Inc. | 0.00% | New | 3,161 | $169K |
| Mather Group, Llc. | 0.00% | No change | 3,062 | $164K |
| Kiely Wealth Advisory Group, Inc. | 0.10% | No change | 2,795 | $154K |
| Farther Finance Advisors, LLC | 0.01% | New | 2,812 | $150K |
| BlackRock, Inc. | 0.00% | New | 2,430 | $130K |
| Eastern Bank | 0.00% | No change | 2,340 | $125K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.4% | 2,319 | $124K |
| Westside Investment Management, Inc. | 0.02% | Reduce -33.3% | 2,000 | $107K |
| Empowered Funds, LLC | 0.00% | New | 1,804 | $96K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,560 | $83K |
| Nova Wealth Management, Inc. | 0.06% | — | 1,335 | $71K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,269 | $68K |
| Operose Advisors LLC | 0.02% | No change | 1,207 | $65K |
| Cwm, LLC | 0.00% | No change | 1,186 | $63K |
| Colonial Trust Co / SC | 0.01% | Reduce -10.6% | 1,140 | $61K |
| Assetmark, Inc. | 0.00% | Add +77.3% | 1,138 | $61K |
| CoreCap Advisors, LLC | 0.00% | No change | 860 | $46K |
| Sittner & Nelson, LLC | 0.02% | New | 857 | $46K |
| Larson Financial Group LLC | 0.00% | No change | 830 | $44K |
| Realta Investment Advisors | 0.02% | Reduce -32.8% | 776 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 766 | $41K |
| Crewe Advisors LLC | 0.01% | New | 704 | $38K |
| Principal Securities, Inc. | 0.00% | New | 670 | $36K |
| NFSG Corp | 0.01% | Add +18.4% | 642 | $34K |
| Founders Financial Alliance, LLC | 0.01% | No change | 599 | $32K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2260.0% | 590 | $32K |
| Global Financial Private Client, LLC | 0.01% | No change | 582 | $31K |
| Avalon Trust Co | 0.00% | Reduce -39.8% | 500 | $27K |
| AE Wealth Management LLC | 0.00% | New | 442 | $24K |
| Caldwell Trust Co | 0.00% | No change | 420 | $22K |
| Continuum Advisory, LLC | 0.00% | No change | 404 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 392 | $21K |
| LRI Investments, LLC | 0.00% | No change | 345 | $18K |
| WR Wealth Planners, LLC | 0.01% | Reduce -57.8% | 338 | $18K |
| Signaturefd, LLC | 0.00% | No change | 333 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 288 | $15K |
| CNB Bank | 0.01% | No change | 250 | $13K |
| New Millennium Group LLC | 0.01% | New | 180 | $10K |
| Deane Retirement Strategies, Inc. | 0.00% | New | 146 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 110 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 75 | $4K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 46 | $2K |
| Noble Wealth Management PBC | 0.00% | — | 40 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $160 |
"% 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.