Pacer Trendpilot US Large CaPTLCETF

13F holders, Q2 2025 (June 30)
235holders +1
23new positions
20sold out
4famous investors
$50.76avg. 13F price*

At the end of Q2 2025, 235 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, up 1 from Q1 2025. 23 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($312.8M), LPL Financial LLC ($281.8M) and Morgan Stanley ($209.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Pacer Trendpilot US Large Ca
Filed as
PACER FDS TR (Q2 2025)
CUSIP
69374H105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 193Q1 2024Q2 2024: 205Q2 2024Q3 2024: 202Q3 2024Q4 2024: 245Q4 2024Q1 2025: 234Q1 2025Q2 2025: 235Q2 2025Q3 2025: 233Q3 2025Q4 2025: 251Q4 2025Q1 2026: 248Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions23$132.8M
Exits20$16.0M

All 13F filers, Q1 2025 → Q2 2025: 5,243,623 shares bought and 6,238,529 shares sold, net −994,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Bank of America Corp. 0.03% Add +0.2% 6,163,263 $312.8M
LPL Financial LLC 0.09% Add +15.2% 5,551,221 $281.8M
Morgan Stanley 0.01% Reduce -13.0% 4,130,772 $209.7M
Wells Fargo & Company 0.03% Add +3.9% 2,681,893 $136.1M
Raymond James Financial Inc. 0.04% Reduce -15.3% 2,428,000 $123.2M
Sfmg, LLC 8.56% New 2,247,421 $114.1M
CFS Investment Advisory Services, LLC 8.49% Add +2.6% 2,044,052 $103.8M
Commonwealth Equity Services, LLC 0.09% Reduce -2.9% 1,414,973 $71.8M
Osaic Holdings, Inc. 0.12% Add +21.0% 1,335,894 $67.8M
Cetera Investment Advisers 0.10% Reduce -10.2% 1,144,585 $58.1M
UBS Group AG 0.01% Reduce -11.3% 1,093,996 $55.5M
Royal Bank of Canada 0.01% Add +20.8% 1,003,376 $50.9M
Envestnet Asset Management Inc. 0.01% Reduce -26.6% 785,842 $39.9M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -18.6% 754,119 $38.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +7.6% 656,302 $33.3M
Koss-Olinger Consulting, LLC 2.42% Reduce -4.1% 581,367 $29.5M
Avantax Advisory Services, Inc. 0.13% Add +30.9% 466,086 $23.7M
Stifel Financial Corp. 0.02% Add +13.7% 420,409 $21.3M
MML Investors Services, LLC 0.06% Reduce -31.9% 414,161 $21.0M
Level Four Advisory Services, LLC 0.73% Add +0.6% 392,514 $19.9M
Kestra Advisory Services, LLC 0.10% Reduce -1.3% 384,080 $19.5M
MBL Wealth, LLC 1.48% Reduce -13.7% 305,577 $15.5M
Truist Financial Corp. 0.02% Reduce -4.1% 292,966 $14.9M
NewEdge Advisors, LLC 0.08% Add +115.8% 288,673 $14.7M
Geneos Wealth Management Inc. 0.34% Add +40.8% 276,861 $14.1M
Tyche Wealth Partners LLC 2.53% Add +6.5% 248,400 $12.6M
MY Wealth Management Inc. 11.36% Add +33.5% 233,575 $11.9M
Invenio Wealth Partners LLC 4.62% Add +156.9% 229,067 $11.6M
Deane Retirement Strategies, Inc. 5.12% Add +98262.0% 225,249 $11.4M
Pacer Advisors, Inc. 0.03% Add +4.0% 218,144 $11.1M
Rockefeller Capital Management L.P. 0.02% Reduce -1.1% 210,644 $10.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.7% 202,417 $10.4M
Ameriprise Financial Inc. 0.00% Reduce -83.6% 204,737 $10.4M
Meridian Wealth Advisors, LLC 1.64% Reduce -0.9% 204,372 $10.4M
J.W. Cole Advisors, Inc. 0.21% Add +13.4% 197,321 $10.0M
Moneco Advisors, LLC 0.88% Reduce -3.2% 186,963 $9.5M
Private Advisor Group, LLC 0.05% Add +1.9% 181,060 $9.2M
Fourpath Capital Management, LLC 1.31% Add +1.1% 164,362 $8.3M
Steward Partners Investment Advisory, LLC 0.06% Add +8.5% 162,752 $8.3M
Financial Enhancement Group LLC 1.17% Reduce -40.0% 160,445 $8.2M
Creative Planning 0.01% Add +7.4% 160,322 $8.1M
Citadel Advisors 0.01% New 145,456 $7.4M
1 North Wealth Services LLC 2.87% Add +22.4% 142,721 $7.2M
SPC Financial, Inc. 0.61% Add +13.2% 142,676 $7.2M
DAVENPORT & Co LLC 0.04% Reduce -56.9% 142,650 $7.2M
Concurrent Investment Advisors, LLC 0.13% Add +96.3% 133,377 $6.8M
ORG Partners LLC 1.26% Reduce -3.6% 113,020 $5.7M
Vienna Asset Management LLC 3.80% Add +36.1% 108,772 $5.5M
Financial Advocates Investment Management 0.45% Reduce -6.1% 107,544 $5.5M
Stratos Wealth Partners, LTD. 0.06% Reduce -25.0% 85,962 $4.4M
Soltis Investment Advisors LLC 0.32% Add +1.9% 80,282 $4.1M
Curtis Advisory Group, LLC 1.02% Add +6.0% 80,255 $4.1M
Ofc Financial Planning, LLC 4.20% Add +1.9% 78,011 $4.0M
Magnolia Capital Advisors LLC 0.90% Reduce -0.3% 70,758 $3.6M
Aft, Forsyth & Sober, LLC 1.19% Add +1.2% 69,300 $3.5M
Harbour Investments, Inc. 0.09% Add +28.1% 67,984 $3.5M
Whitaker-Myers Wealth Managers, LTD. 0.84% Reduce -11.5% 65,314 $3.3M
Citigroup Inc. 0.00% Reduce -10.3% 64,243 $3.3M
PFG Advisors 0.15% Reduce -71.5% 64,150 $3.3M
Aspire Capital Advisors LLC 0.89% Add +9.3% 63,476 $3.2M
Wbi Investments, LLC 0.82% Reduce -0.9% 62,439 $3.2M
Global Retirement Partners, LLC 0.08% — 61,976 $3.1M
Safe Harbor Fiduciary, LLC 2.94% New 61,798 $3.1M
Janney Montgomery Scott LLC 0.01% Add +6.2% 54,119 $2.7M
Gimbal Financial 1.57% Reduce -36.9% 50,403 $2.6M
Atria Wealth Solutions, Inc. 0.06% Reduce -85.4% 50,306 $2.6M
CENTRAL TRUST Co 0.06% Reduce -24.0% 49,627 $2.5M
Capital Investment Advisory Services, LLC 0.20% Add +8.7% 48,175 $2.4M
EWG Elevate Inc. 0.74% Add +1.1% 47,593 $2.4M
Creative Financial Designs Inc. 0.17% Add +11.7% 47,548 $2.4M
Napa Wealth Management 1.11% New 45,680 $2.3M
D.A. Davidson & Co. 0.02% Reduce -70.2% 45,278 $2.3M
Beam Wealth Advisors, Inc. 0.66% Add +2.8% 43,890 $2.2M
Lunt Capital Management, Inc. 0.84% Add +0.6% 43,390 $2.2M
Optivise Advisory Services LLC 1.11% Add +11.7% 42,974 $2.2M
Oder Investment Management, LLC 1.57% Add +0.5% 40,840 $2.1M
Susquehanna International Group, LLP 0.00% Add +93.8% 38,586 $2.0M
Calton & Associates, Inc. 0.33% Add +1.0% 38,065 $1.9M
Kathmere Capital Management, LLC 0.15% Reduce -0.9% 37,720 $1.9M
PKS Advisory Services, LLC 0.47% Reduce -5.7% 37,691 $1.9M
HighTower Advisors, LLC 0.00% Add +12.8% 37,513 $1.9M
Perennial Investment Advisors, LLC 0.18% Reduce -10.7% 35,790 $1.8M
Comerica Bank 0.01% Reduce -11.4% 34,829 $1.8M
Wealthcare Advisory Partners LLC 0.04% Add +18.8% 34,451 $1.7M
WealthShield Partners, LLC 0.21% Reduce -8.6% 34,206 $1.7M
Sanctuary Advisors, LLC 0.01% Add +90.3% 33,130 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.4% 32,395 $1.6M
Jane Street Group, LLC 0.00% New 31,663 $1.6M
One Degree Advisors Inc 0.57% Add +186.6% 31,522 $1.6M
Kestra Private Wealth Services, LLC 0.02% Reduce -20.0% 31,286 $1.6M
Advisor Resource Council 0.76% Reduce -76.5% 30,667 $1.6M
Ade, LLC 0.81% Reduce -0.0% 30,144 $1.5M
Sheets Smith Wealth Management 0.18% Add +3.0% 30,095 $1.5M
Integrity Alliance, Llc. 0.08% Reduce -40.3% 29,573 $1.5M
IFP Advisors, Inc 0.04% Add +401.0% 27,804 $1.4M
Mariner, LLC 0.00% Add +7.3% 27,669 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -5.9% 26,948 $1.4M
Private Trust Co. NA 0.12% Add +9.6% 25,821 $1.3M
Camarda Financial Advisors, LLC 0.50% Add +7.5% 24,905 $1.3M
Renaissance Technologies 0.00% Add +270.1% 24,800 $1.3M

"% 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.

Show all 235 holders