Pacer Trendpilot US Large CaPTLCETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $132.8M |
| Exits | 20 | $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.