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 |
| Prospera Financial Services Inc | 0.03% | Add +13.4% | 21,872 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.59% | Reduce -1.2% | 21,744 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +18.8% | 20,944 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.19% | Add +8.2% | 20,453 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.8% | 20,168 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.6% | 19,918 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -9.6% | 19,918 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.2% | 19,910 | $1.0M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -0.4% | 19,647 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +5.3% | 19,569 | $1.0M |
| StoneX Group Inc. | 0.05% | Reduce -4.2% | 18,331 | $943K |
| Atria Investments, Inc | 0.01% | Add +54.2% | 18,164 | $935K |
| Sanctuary Advisors, LLC | 0.01% | Add +5.5% | 17,405 | $895K |
| JBR Co Financial Management Inc | 0.52% | No change | 17,173 | $884K |
| Saxon Interests, Inc. | 0.40% | Add +30.5% | 16,794 | $864K |
| American Institute for Advanced Investment Management, LLP | 0.65% | Reduce -0.5% | 16,474 | $848K |
| Welch Group, LLC | 0.04% | Reduce -6.4% | 16,472 | $845K |
| Silver Oak Securities, Incorporated | 0.08% | Add +15.6% | 16,442 | $843K |
| Goldman Sachs Group Inc. | 0.00% | Add +8.7% | 16,147 | $831K |
| Stark Wealth Management LLC | 8.49% | Reduce -50.0% | 16,020 | $824K |
| Sigma Planning Corp | 0.02% | Reduce -1.8% | 15,024 | $773K |
| Western Wealth Management, LLC | 0.05% | Reduce -82.0% | 14,847 | $764K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +3.9% | 14,576 | $750K |
| Lion Street Advisors, LLC | 0.23% | Reduce -2.7% | 14,361 | $739K |
| Bison Wealth, LLC | 0.07% | Reduce -84.8% | 14,228 | $732K |
| Clear Creek Financial Management, LLC | 0.07% | Add +112.5% | 13,983 | $719K |
| International Assets Investment Management, LLC | 0.06% | Reduce -2.2% | 13,903 | $715K |
| Independent Financial Group, LLC | 0.02% | Add +25.7% | 13,711 | $705K |
| Insigneo Advisory Services, LLC | 0.07% | Add +3.0% | 12,946 | $666K |
| TCFG Wealth Management, LLC | 0.33% | Reduce -18.1% | 12,677 | $652K |
| Capital & Planning, LLC | 0.47% | Add +7.2% | 12,226 | $629K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.0% | 12,210 | $628K |
| Meridian Investment Counsel Inc. | 0.18% | Reduce -9.1% | 12,000 | $617K |
| Baird Financial Group, Inc. | 0.00% | Add +74.3% | 11,734 | $604K |
| Forefront Wealth Partners, LLC | 0.41% | New | 11,726 | $603K |
| OneAscent Financial Services LLC | 0.04% | Add +90.6% | 11,668 | $600K |
| Blair William & Co. | 0.00% | No change | 11,371 | $585K |
| World Investment Advisors | 0.02% | Add +3.4% | 11,292 | $581K |
| Ascentis Independent Advisors | 0.11% | Reduce -6.8% | 11,145 | $573K |
| Northern Trust Corp. | 0.00% | Reduce -11.9% | 10,993 | $566K |
| One Degree Advisors Inc | 0.23% | Add +50.2% | 10,998 | $565K |
| Legacy Trust | 0.14% | No change | 10,903 | $561K |
| Spire Wealth Management | 0.02% | No change | 10,631 | $547K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +355.0% | 10,551 | $543K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +0.2% | 10,406 | $535K |
| Tempus Wealth Planning, LLC | 0.16% | Add +0.1% | 10,097 | $519K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.1% | 9,970 | $513K |
| CreativeOne Wealth, LLC | 0.02% | Add +2.7% | 9,885 | $509K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -0.7% | 9,821 | $505K |
| Silverlake Wealth Management LLC | 0.19% | Reduce -3.6% | 9,450 | $486K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.8% | 9,385 | $483K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -1.8% | 9,278 | $477K |
| Synovus Financial Corp. | 0.01% | Add +59.4% | 8,831 | $454K |
| Independent Wealth Network Inc. | 0.18% | Reduce -4.5% | 8,726 | $449K |
| XY Planning Network, Inc. | 0.29% | Add +0.1% | 8,334 | $429K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 8,297 | $427K |
| Golden State Wealth Management, LLC | 0.06% | Add +8.5% | 8,025 | $413K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.5% | 7,942 | $409K |
| Money Concepts Capital Corp. | 0.03% | Reduce -69.6% | 7,934 | $408K |
| Burt Wealth Advisors | 0.10% | Add +6.1% | 7,747 | $399K |
| Oregon Pacific Wealth Management, LLC | 0.38% | Reduce -0.9% | 7,344 | $378K |
| FMR LLC | 0.00% | Add +13.0% | 7,099 | $365K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +22.9% | 6,784 | $349K |
| Mercer Global Advisors Inc. | 0.00% | Add +68.7% | 6,874 | $346K |
| Renaissance Technologies | 0.00% | Reduce -72.2% | 6,700 | $345K |
| Allworth Financial LP | 0.00% | Reduce -3.7% | 6,937 | $337K |
| Belpointe Asset Management LLC | 0.02% | Add +28.6% | 6,439 | $333K |
| Ameriflex Group, Inc. | 0.13% | Reduce -6.9% | 6,319 | $325K |
| Inspire Advisors, LLC | 0.04% | Reduce -0.4% | 6,304 | $324K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -1.4% | 6,262 | $322K |
| Advisory Services Network, LLC | 0.01% | Reduce -30.7% | 6,233 | $321K |
| WNY Asset Management, LLC | 0.04% | Add +60.8% | 6,218 | $320K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -50.7% | 5,910 | $304K |
| Flagstar Securities, Inc. | 0.08% | New | 5,902 | $304K |
| BCS Wealth Management | 0.08% | Add +13.0% | 5,836 | $300K |
| Ameritas Advisory Services, LLC | 0.01% | Add +5.1% | 5,666 | $299K |
| Mascagni Wealth Management, Inc. | 0.29% | No change | 5,732 | $295K |
| IFP Advisors, Inc | 0.01% | Add +72.7% | 5,550 | $286K |
| HMV Wealth Advisors, LLC | 0.22% | No change | 5,500 | $283K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.0% | 5,386 | $277K |
| Maridea Wealth Management LLC | 0.09% | Reduce -60.4% | 5,144 | $265K |
| SWS Partners | 0.09% | Add +0.7% | 5,054 | $260K |
| Element Pointe Advisors, LLC | 0.06% | No change | 5,027 | $259K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -3.6% | 4,909 | $253K |
| Marcum Wealth, LLC | 0.02% | No change | 4,818 | $248K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 4,543 | $234K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 4,775 | $232K |
| Proactive Wealth Strategies LLC | 0.12% | Reduce -1.6% | 4,419 | $227K |
| Kinloch Capital, LLC | 0.11% | Add +1.6% | 4,377 | $225K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -3.1% | 4,346 | $224K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,543 | $221K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 4,108 | $211K |
| Nova Wealth Management, Inc. | 0.18% | Add +205.3% | 4,076 | $210K |
| Fermata Advisors, LLC | 0.04% | New | 4,021 | $207K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 3,925 | $202K |
| GSG Advisors LLC | 0.07% | Add +0.4% | 4,151 | $202K |
| Avion Wealth | 0.04% | No change | 3,201 | $171K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,161 | $163K |
| Mather Group, Llc. | 0.00% | No change | 3,062 | $158K |
| SouthState Bank Corp | 0.01% | New | 2,715 | $140K |
| Assetmark, Inc. | 0.00% | Add +128.8% | 2,604 | $134K |
| BlackRock, Inc. | 0.00% | No change | 2,430 | $125K |
| Eastern Bank | 0.00% | No change | 2,340 | $120K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.0% | 2,222 | $114K |
| Westside Investment Management, Inc. | 0.02% | Add +0.7% | 2,013 | $104K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,560 | $80K |
| Twin Lakes Capital Management, LLC | 0.04% | Add +0.6% | 1,277 | $66K |
| Operose Advisors LLC | 0.02% | No change | 1,207 | $62K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,188 | $61K |
| Colonial Trust Co / SC | 0.01% | Reduce -5.4% | 1,078 | $55K |
| Realta Investment Advisors | 0.02% | Add +24.1% | 963 | $50K |
| CoreCap Advisors, LLC | 0.00% | Add +0.2% | 862 | $44K |
| Sittner & Nelson, LLC | 0.02% | No change | 857 | $44K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 835 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +0.1% | 767 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 670 | $36K |
| NFSG Corp | 0.01% | Add +0.5% | 645 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.7% | 603 | $31K |
| Global Financial Private Client, LLC | 0.01% | No change | 582 | $30K |
| Caldwell Trust Co | 0.00% | No change | 420 | $22K |
| Continuum Advisory, LLC | 0.00% | No change | 404 | $21K |
| Salomon & Ludwin, LLC | 0.00% | No change | 392 | $20K |
| AE Wealth Management LLC | 0.00% | Reduce -14.9% | 376 | $19K |
| LRI Investments, LLC | 0.00% | No change | 345 | $18K |
| SVB Wealth LLC | 0.00% | New | 340 | $17K |
| MV Capital Management, Inc. | 0.00% | New | 316 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 288 | $15K |
| Signaturefd, LLC | 0.00% | Reduce -22.5% | 258 | $13K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +56.9% | 229 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -80.2% | 117 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 110 | $6K |
| Creekmur Asset Management LLC | 0.00% | New | 78 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 75 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 40 | $2K |
"% 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.