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
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 |
| Atria Investments, Inc | 0.01% | Add +33.5% | 24,249 | $1.2M |
| &partners | 0.01% | Add +2.2% | 24,238 | $1.2M |
| StoneX Group Inc. | 0.06% | Add +29.0% | 23,639 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -14.2% | 23,124 | $1.2M |
| Ascentis Independent Advisors | 0.22% | Add +106.5% | 23,011 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.5% | 22,200 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +1.0% | 22,095 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +5.4% | 22,070 | $1.1M |
| Arax Advisory Partners | 0.05% | Reduce -6.5% | 21,855 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.51% | Reduce -0.1% | 21,729 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +53.3% | 21,014 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -33.2% | 20,657 | $1.0M |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -33.2% | 20,657 | $1.0M |
| Synovus Financial Corp. | 0.01% | Add +122.1% | 19,615 | $996K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.5% | 19,058 | $967K |
| Schmidt P J Investment Management Inc. | 0.16% | Reduce -8.5% | 18,720 | $950K |
| Integrated Wealth Concepts LLC | 0.01% | Add +212.1% | 18,445 | $936K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -6.2% | 18,428 | $935K |
| OneAscent Financial Services LLC | 0.07% | Add +56.1% | 18,214 | $925K |
| Silver Oak Securities, Incorporated | 0.07% | Add +4.0% | 17,091 | $868K |
| Saxon Interests, Inc. | 0.40% | No change | 16,794 | $864K |
| D. E. Shaw & Co. | 0.00% | New | 16,864 | $856K |
| American Institute for Advanced Investment Management, LLP | 0.59% | No change | 16,474 | $836K |
| Welch Group, LLC | 0.03% | Reduce -0.6% | 16,370 | $831K |
| Sigma Planning Corp | 0.02% | Add +4.1% | 15,645 | $794K |
| XY Planning Network, Inc. | 0.26% | Add +78.5% | 14,877 | $755K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.8% | 14,582 | $740K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 14,449 | $733K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -26.2% | 14,448 | $733K |
| Lion Street Advisors, LLC | 0.22% | Reduce -1.1% | 14,196 | $721K |
| International Assets Investment Management, LLC | 0.05% | Reduce -4.1% | 13,329 | $677K |
| JBR Co Financial Management Inc | 0.32% | Reduce -25.4% | 12,815 | $650K |
| Ameritas Advisory Services, LLC | 0.03% | Add +116.8% | 12,287 | $624K |
| Apollon Wealth Management, LLC | 0.01% | No change | 12,210 | $620K |
| Meridian Investment Counsel Inc. | 0.17% | No change | 12,000 | $609K |
| Capital & Planning, LLC | 0.41% | Reduce -2.5% | 11,923 | $605K |
| TCFG Wealth Management, LLC | 0.28% | Reduce -6.0% | 11,917 | $605K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -9.4% | 11,723 | $595K |
| World Investment Advisors | 0.01% | No change | 11,292 | $573K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -86.8% | 11,193 | $568K |
| Northern Trust Corp. | 0.00% | No change | 10,993 | $558K |
| Legacy Trust | 0.14% | No change | 10,903 | $553K |
| Spire Wealth Management | 0.02% | No change | 10,631 | $540K |
| EverSource Wealth Advisors, LLC | 0.02% | No change | 10,551 | $536K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 10,406 | $528K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +5.6% | 10,371 | $526K |
| CreativeOne Wealth, LLC | 0.01% | No change | 9,885 | $502K |
| Silverlake Wealth Management LLC | 0.14% | No change | 9,450 | $480K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.4% | 9,345 | $474K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.9% | 9,180 | $466K |
| Carnegie Lake Advisors LLC | 0.17% | New | 8,654 | $439K |
| Golden State Wealth Management, LLC | 0.05% | Add +7.4% | 8,616 | $437K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -10.4% | 8,308 | $422K |
| Bank of Montreal | 0.00% | No change | 8,297 | $421K |
| Allworth Financial LP | 0.00% | Add +17.3% | 8,134 | $413K |
| Ferguson Shapiro LLC | 0.14% | Reduce -99.4% | 8,124 | $412K |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.3% | 8,060 | $409K |
| HBW Advisory Services LLC | 0.05% | New | 7,987 | $405K |
| Money Concepts Capital Corp. | 0.03% | No change | 7,934 | $403K |
| Oregon Pacific Wealth Management, LLC | 0.38% | Add +8.0% | 7,933 | $403K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.3% | 7,759 | $394K |
| Burt Wealth Advisors | 0.09% | No change | 7,747 | $393K |
| WNY Asset Management, LLC | 0.04% | Add +12.6% | 7,000 | $355K |
| Redhawk Wealth Advisors, Inc. | 0.04% | No change | 6,784 | $344K |
| FMR LLC | 0.00% | Reduce -6.0% | 6,670 | $339K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.7% | 6,550 | $333K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 6,332 | $328K |
| Invictus Private Wealth, LLC | 0.02% | New | 6,200 | $315K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -1.5% | 6,169 | $313K |
| Independent Wealth Network Inc. | 0.11% | Reduce -30.4% | 6,072 | $308K |
| Prosperity Wealth Management, Inc. | 0.11% | New | 6,050 | $307K |
| HMV Wealth Advisors, LLC | 0.18% | No change | 5,500 | $279K |
| Inspire Advisors, LLC | 0.03% | Reduce -14.0% | 5,420 | $275K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 5,386 | $273K |
| True North Advisors, LLC | 0.05% | New | 5,195 | $264K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -49.1% | 5,140 | $261K |
| Wedbush Securities Inc. | 0.01% | New | 5,115 | $260K |
| BCS Wealth Management | 0.06% | Reduce -13.2% | 5,067 | $257K |
| SWS Partners | 0.07% | No change | 5,054 | $257K |
| Element Pointe Advisors, LLC | 0.06% | No change | 5,027 | $255K |
| Strategic Financial Concepts, LLC | 0.03% | New | 4,814 | $244K |
| Fisher Asset Management | 0.00% | New | 4,788 | $243K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 4,734 | $240K |
| Mascagni Wealth Management, Inc. | 0.20% | Reduce -17.6% | 4,724 | $240K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -5.0% | 4,661 | $237K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,579 | $232K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,543 | $231K |
| Flagstar Securities, Inc. | 0.06% | Reduce -24.3% | 4,467 | $227K |
| Kinloch Capital, LLC | 0.11% | Add +2.0% | 4,464 | $227K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 4,346 | $225K |
| Proactive Wealth Strategies LLC | 0.10% | Reduce -3.0% | 4,287 | $218K |
| Maridea Wealth Management LLC | 0.06% | Reduce -17.7% | 4,234 | $215K |
| Heritage Wealth Management, Inc. | 0.07% | Add +7.6% | 4,225 | $214K |
| Old Mission Capital LLC | 0.01% | New | 4,215 | $214K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 4,108 | $214K |
| Belpointe Asset Management LLC | 0.01% | Reduce -35.0% | 4,186 | $212K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 4,168 | $212K |
| GSG Advisors LLC | 0.06% | No change | 4,151 | $211K |
| Benjamin Edwards Inc. | 0.00% | New | 4,100 | $208K |
| Blair William & Co. | 0.00% | Reduce -66.3% | 3,829 | $194K |
| Ameriflex Group, Inc. | 0.09% | Reduce -44.4% | 3,516 | $177K |
| Avion Wealth | 0.04% | No change | 3,201 | $162K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,161 | $160K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.0% | 2,910 | $148K |
| BlackRock, Inc. | 0.00% | No change | 2,430 | $123K |
| Eastern Bank | 0.00% | No change | 2,340 | $119K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,222 | $113K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,013 | $102K |
| Cwm, LLC | 0.00% | Add +56.3% | 1,857 | $94K |
| Assetmark, Inc. | 0.00% | Reduce -31.7% | 1,779 | $90K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,560 | $79K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,277 | $65K |
| Operose Advisors LLC | 0.02% | No change | 1,207 | $61K |
| Colonial Trust Co / SC | 0.01% | No change | 1,078 | $54K |
| Realta Investment Advisors | 0.02% | Reduce -8.7% | 879 | $45K |
| CoreCap Advisors, LLC | 0.00% | No change | 862 | $44K |
| NFSG Corp | 0.01% | No change | 645 | $33K |
| Founders Financial Alliance, LLC | 0.01% | No change | 603 | $31K |
| SJS Investment Consulting Inc. | 0.00% | New | 600 | $30K |
| Larson Financial Group LLC | 0.00% | Reduce -32.9% | 560 | $28K |
| US Bancorp \de | 0.00% | New | 500 | $25K |
| AE Wealth Management LLC | 0.00% | Add +26.6% | 476 | $24K |
| Caldwell Trust Co | 0.00% | No change | 420 | $21K |
| Sound Income Strategies, LLC | 0.00% | Reduce -46.4% | 411 | $21K |
| Principal Securities, Inc. | 0.00% | Reduce -40.3% | 400 | $20K |
| LRI Investments, LLC | 0.00% | No change | 345 | $18K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -91.9% | 329 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.8% | 325 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -50.0% | 196 | $10K |
| BNP Paribas Financial Markets | 0.00% | New | 119 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 117 | $6K |
| Creekmur Asset Management LLC | 0.00% | No change | 78 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 75 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 19 | $964 |
| MorganRosel Wealth Management, LLC | 0.00% | New | 1 | $35 |
"% 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.