Pacer Trendpilot US Large CaPTLCETF
13F holders, Q1 2025 (March 31)234holders −11
14new positions
21sold out
1famous investor
$51.43avg. 13F price*
At the end of Q1 2025, 234 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, down 11 from Q4 2024. 14 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($316.3M), LPL Financial LLC ($248.0M) and Morgan Stanley ($244.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Pacer Trendpilot US Large Ca
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $19.5M |
| Exits | 21 | $24.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,382,875 shares bought and 1,125,816 shares sold, net +4,257,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| Bank of America Corp. | 0.03% | Add +1.0% | 6,148,550 | $316.3M |
| LPL Financial LLC | 0.10% | Add +38.2% | 4,819,492 | $248.0M |
| Morgan Stanley | 0.02% | Add +1.7% | 4,750,430 | $244.4M |
| Raymond James Financial Inc. | 0.06% | Add +17.5% | 2,864,864 | $147.4M |
| Wells Fargo & Company | 0.03% | Add +4.1% | 2,581,184 | $132.8M |
| CFS Investment Advisory Services, LLC | 9.12% | Add +0.5% | 1,993,115 | $102.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +8.2% | 1,457,052 | $75.0M |
| Ferguson Shapiro LLC | 26.15% | Add +3.6% | 1,365,533 | $70.3M |
| Cetera Investment Advisers | 0.13% | Add +3.1% | 1,274,832 | $65.6M |
| Ameriprise Financial Inc. | 0.02% | Add +654.2% | 1,248,954 | $64.3M |
| UBS Group AG | 0.01% | Add +1.1% | 1,234,075 | $63.5M |
| Osaic Holdings, Inc. | 0.13% | Add +15.5% | 1,104,141 | $56.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +16.9% | 1,070,076 | $55.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +2.2% | 926,645 | $47.7M |
| Royal Bank of Canada | 0.01% | Add +19.3% | 830,522 | $42.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.5% | 609,996 | $31.4M |
| MML Investors Services, LLC | 0.10% | Add +43.6% | 607,969 | $31.3M |
| Koss-Olinger Consulting, LLC | 2.63% | Add +0.7% | 606,355 | $31.2M |
| Level Four Advisory Services, LLC | 0.83% | Add +1.0% | 390,246 | $20.1M |
| Kestra Advisory Services, LLC | 0.10% | Add +1.6% | 389,249 | $20.0M |
| Stifel Financial Corp. | 0.02% | Add +5.1% | 369,788 | $19.0M |
| Avantax Advisory Services, Inc. | 0.11% | Add +10.3% | 356,197 | $18.3M |
| MBL Wealth, LLC | 1.85% | Add +1.3% | 354,257 | $18.2M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +4.4% | 344,764 | $17.7M |
| DAVENPORT & Co LLC | 0.10% | Add +7.1% | 331,205 | $17.0M |
| Truist Financial Corp. | 0.03% | Add +1.3% | 305,557 | $15.7M |
| Financial Enhancement Group LLC | 2.03% | Add +24.1% | 267,545 | $13.0M |
| Tyche Wealth Partners LLC | 2.60% | Add +1.9% | 233,120 | $12.0M |
| PFG Advisors | 0.65% | Add +8.5% | 224,733 | $11.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.0% | 212,949 | $11.0M |
| Pacer Advisors, Inc. | 0.03% | Reduce -0.1% | 209,644 | $10.8M |
| Meridian Wealth Advisors, LLC | 1.80% | Reduce -0.0% | 206,234 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.2% | 205,833 | $10.6M |
| Geneos Wealth Management Inc. | 0.34% | Reduce -41.9% | 196,669 | $10.1M |
| Moneco Advisors, LLC | 1.03% | Add +4.2% | 193,116 | $9.9M |
| Private Advisor Group, LLC | 0.06% | Add +13.4% | 177,763 | $9.1M |
| MY Wealth Management Inc. | 8.71% | Add +23.8% | 174,933 | $9.0M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +61.2% | 173,937 | $8.9M |
| Fourpath Capital Management, LLC | 1.46% | Add +13.8% | 162,553 | $8.4M |
| D.A. Davidson & Co. | 0.06% | Add +28.7% | 151,817 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +1.7% | 149,995 | $7.7M |
| Creative Planning | 0.01% | Reduce -2.6% | 149,233 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1552.9% | 146,281 | $7.5M |
| NewEdge Advisors, LLC | 0.04% | Add +2.6% | 133,740 | $6.9M |
| Advisor Resource Council | 0.54% | Add +112.0% | 130,234 | $6.7M |
| SPC Financial, Inc. | 0.57% | Add +5.1% | 126,075 | $6.5M |
| ORG Partners LLC | 1.54% | Reduce -1.9% | 117,278 | $6.0M |
| Titleist Asset Management, LLC | 0.70% | New | 117,377 | $6.0M |
| 1 North Wealth Services LLC | 2.78% | Reduce -5.0% | 116,552 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +9.3% | 114,645 | $5.9M |
| Financial Advocates Investment Management | 0.41% | Add +13.0% | 114,524 | $5.9M |
| Invenio Wealth Partners LLC | 1.93% | Add +70.1% | 89,167 | $4.6M |
| Thoroughbred Financial Services, LLC | 0.27% | Add +853.9% | 84,447 | $4.3M |
| Vienna Asset Management LLC | 3.24% | Add +19.1% | 79,912 | $4.1M |
| Gimbal Financial | 3.71% | Add +14.1% | 79,890 | $4.1M |
| Soltis Investment Advisors LLC | 0.36% | Add +29.1% | 78,767 | $4.1M |
| Ofc Financial Planning, LLC | 4.46% | Reduce -1.2% | 76,563 | $3.9M |
| Curtis Advisory Group, LLC | 1.14% | Add +42.5% | 75,745 | $3.9M |
| Whitaker-Myers Wealth Managers, LTD. | 1.07% | Add +0.5% | 73,815 | $3.8M |
| Citigroup Inc. | 0.00% | Add +15.1% | 71,622 | $3.7M |
| Magnolia Capital Advisors LLC | 0.99% | Reduce -21.5% | 70,947 | $3.7M |
| Aft, Forsyth & Sober, LLC | 1.23% | Add +2.4% | 68,500 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +41.1% | 67,939 | $3.5M |
| Holland Advisory Services, Inc. | 5.15% | Reduce -0.3% | 65,994 | $3.4M |
| Henderson Brothers Financial Partners, LLC | 1.70% | — | 61,078 | $3.4M |
| CENTRAL TRUST Co | 0.08% | Add +76.0% | 65,263 | $3.4M |
| Wbi Investments, LLC | 0.85% | Reduce -44.5% | 62,989 | $3.2M |
| Aspire Capital Advisors LLC | 0.89% | New | 58,055 | $3.0M |
| Harbour Investments, Inc. | 0.08% | Add +97.3% | 53,077 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | New | 50,964 | $2.6M |
| Integrity Alliance, Llc. | 0.10% | New | 49,509 | $2.5M |
| EWG Elevate Inc. | 0.92% | Add +68.7% | 47,055 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.20% | New | 44,332 | $2.3M |
| Lunt Capital Management, Inc. | 0.81% | Add +5.0% | 43,128 | $2.2M |
| Beam Wealth Advisors, Inc. | 0.74% | Reduce -3.3% | 42,704 | $2.2M |
| Creative Financial Designs Inc. | 0.17% | Add +7.5% | 42,561 | $2.2M |
| Oder Investment Management, LLC | 1.78% | Add +0.1% | 40,635 | $2.1M |
| Perennial Investment Advisors, LLC | 0.23% | Add +7.7% | 40,096 | $2.1M |
| Comerica Bank | 0.01% | Reduce -4.4% | 39,328 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +19.7% | 39,111 | $2.0M |
| Optivise Advisory Services LLC | 1.11% | Reduce -1.1% | 38,479 | $2.0M |
| Kathmere Capital Management, LLC | 0.17% | Add +0.5% | 38,053 | $2.0M |
| Calton & Associates, Inc. | 0.44% | Add +35.3% | 37,681 | $1.9M |
| WealthShield Partners, LLC | 0.25% | Reduce -0.6% | 37,406 | $1.9M |
| PKS Advisory Services, LLC | 0.51% | Add +41.0% | 39,952 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +0.2% | 34,043 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -81.6% | 33,266 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +19.0% | 33,198 | $1.7M |
| Capital Asset Advisory Services LLC | 0.08% | Add +0.7% | 30,911 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +0.7% | 30,911 | $1.6M |
| Ade, LLC | 0.89% | Reduce -0.5% | 30,149 | $1.6M |
| Sheets Smith Wealth Management | 0.19% | New | 29,205 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.2% | 29,004 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.6% | 28,629 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +7.2% | 26,964 | $1.4M |
| Mariner, LLC | 0.00% | Add +46.2% | 25,784 | $1.3M |
| &partners | 0.01% | Reduce -18.9% | 23,714 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +3.3% | 23,558 | $1.2M |
| Arax Advisory Partners | 0.08% | Add +38.5% | 23,385 | $1.2M |
| Camarda Financial Advisors, LLC | 0.54% | Reduce -29.0% | 23,168 | $1.2M |
"% 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.