Pacer Trendpilot US Large CaPTLCETF

13F holders, Q3 2025 (September 30)
233holders −2
22new positions
23sold out
2famous investors
$54.69avg. 13F price*

At the end of Q3 2025, 233 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, down 2 from Q2 2025. 22 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($321.9M), LPL Financial LLC ($316.6M) and Morgan Stanley ($217.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions22$7.8M
Exits23$16.1M

All 13F filers, Q2 2025 → Q3 2025: 1,249,728 shares bought and 2,922,950 shares sold, net −1,673,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 233 holders

Bank of America Corp. 0.02% Reduce -4.6% 5,878,088 $321.9M
LPL Financial LLC 0.09% Add +4.2% 5,782,072 $316.6M
Morgan Stanley 0.01% Reduce -3.9% 3,969,393 $217.4M
Wells Fargo & Company 0.03% Reduce -5.3% 2,540,814 $139.1M
Raymond James Financial Inc. 0.04% Reduce -1.7% 2,386,629 $130.7M
Sfmg, LLC 8.94% Add +4.7% 2,353,536 $128.9M
CFS Investment Advisory Services, LLC 8.56% Add +1.4% 2,071,644 $115.3M
Cetera Investment Advisers 0.09% Add +25.1% 1,432,170 $78.4M
Osaic Holdings, Inc. 0.10% Reduce -3.9% 1,283,984 $68.2M
Commonwealth Equity Services, LLC 0.08% Reduce -15.8% 1,191,291 $65.2M
UBS Group AG 0.01% Reduce -4.7% 1,042,988 $57.1M
Cambridge Investment Research Advisors, Inc. 0.13% Add +10.7% 834,488 $45.7M
Royal Bank of Canada 0.01% Reduce -25.3% 749,549 $41.0M
Envestnet Asset Management Inc. 0.01% Reduce -9.1% 714,667 $39.1M
Koss-Olinger Consulting, LLC 2.42% Reduce -0.6% 578,023 $29.3M
Stifel Financial Corp. 0.02% Reduce -0.2% 419,455 $23.0M
Level Four Advisory Services, LLC 0.74% Add +0.5% 394,527 $21.6M
Kestra Advisory Services, LLC 0.09% Reduce -7.1% 356,840 $19.5M
MML Investors Services, LLC 0.05% Reduce -15.6% 349,727 $19.2M
MBL Wealth, LLC 1.46% Reduce -0.3% 304,631 $16.7M
NewEdge Advisors, LLC 0.07% Add +2.1% 294,677 $16.1M
Geneos Wealth Management Inc. 0.37% Reduce -3.3% 267,601 $14.7M
Tyche Wealth Partners LLC 2.55% Add +6.7% 265,143 $14.5M
Truist Financial Corp. 0.02% Reduce -17.3% 242,400 $13.3M
MY Wealth Management Inc. 11.25% Add +0.3% 234,285 $12.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -64.5% 233,182 $12.8M
Pacer Advisors, Inc. 0.03% Add +4.4% 227,772 $12.5M
Deane Retirement Strategies, Inc. 5.25% Reduce -1.1% 222,804 $12.2M
Rockefeller Capital Management L.P. 0.02% Reduce -1.1% 208,232 $11.4M
J.W. Cole Advisors, Inc. 0.22% Add +4.2% 205,694 $11.3M
Meridian Wealth Advisors, LLC 1.59% No change 204,372 $11.2M
Private Advisor Group, LLC 0.05% Add +5.6% 191,212 $10.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -8.5% 185,181 $10.2M
Moneco Advisors, LLC 0.77% Reduce -10.4% 167,501 $9.2M
Ameriprise Financial Inc. 0.00% Reduce -20.6% 162,539 $8.9M
Steward Partners Investment Advisory, LLC 0.05% Reduce -0.3% 162,183 $8.9M
Financial Enhancement Group LLC 1.18% Reduce -1.3% 158,301 $8.8M
Creative Planning 0.01% Reduce -3.0% 155,447 $8.5M
Fourpath Capital Management, LLC 1.19% Reduce -6.8% 153,115 $8.4M
SPC Financial, Inc. 0.63% Add +3.4% 147,569 $8.1M
Invenio Wealth Partners LLC 2.61% Reduce -42.9% 130,871 $7.2M
Concurrent Investment Advisors, LLC 0.12% Reduce -4.0% 128,035 $7.0M
DAVENPORT & Co LLC 0.04% Reduce -11.3% 126,462 $6.9M
PFG Advisors 0.25% Add +73.4% 111,249 $6.1M
HighTower Advisors, LLC 0.01% Add +189.1% 108,437 $5.9M
Citadel Advisors 0.00% Reduce -25.8% 108,004 $5.9M
ORG Partners LLC 1.06% Reduce -7.6% 104,480 $5.7M
Vienna Asset Management LLC 2.94% Reduce -17.0% 90,233 $4.9M
Sanctuary Advisors, LLC 0.03% Add +158.8% 85,751 $4.7M
Financial Advocates Investment Management 2.54% Reduce -23.4% 82,362 $4.5M
Curtis Advisory Group, LLC 0.99% Reduce -0.1% 80,148 $4.4M
Ofc Financial Planning, LLC 4.19% Reduce -0.9% 77,278 $4.2M
Soltis Investment Advisors LLC 0.28% Reduce -6.3% 75,187 $4.1M
Magnolia Capital Advisors LLC 1.07% Add +6.2% 75,139 $4.1M
Aft, Forsyth & Sober, LLC 1.16% Reduce -1.1% 68,550 $3.8M
Global Retirement Partners, LLC 0.08% Add +5.0% 65,075 $3.6M
Citigroup Inc. 0.00% Reduce -3.2% 62,195 $3.4M
Aspire Capital Advisors LLC 0.84% Reduce -2.2% 62,055 $3.4M
Whitaker-Myers Wealth Managers, LTD. 0.68% Reduce -12.9% 56,864 $3.1M
Bryn Mawr Trust Advisors, LLC 0.15% New 55,088 $3.0M
Janney Montgomery Scott LLC 0.01% Reduce -0.0% 54,114 $3.0M
Gimbal Financial 1.63% Reduce -1.5% 49,660 $2.7M
Beam Wealth Advisors, Inc. 0.74% Add +12.6% 49,439 $2.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -43.0% 48,955 $2.7M
CENTRAL TRUST Co 0.05% Reduce -6.3% 46,507 $2.5M
Capital Investment Advisory Services, LLC 0.20% Reduce -3.8% 46,361 $2.5M
Creative Financial Designs Inc. 0.17% Reduce -2.5% 46,360 $2.5M
Wbi Investments, LLC 0.64% Reduce -26.5% 45,905 $2.5M
Money Concepts Capital Corp. 0.15% Add +443.9% 43,154 $2.4M
Lunt Capital Management, Inc. 0.90% Reduce -1.3% 42,843 $2.3M
Wealthcare Advisory Partners LLC 0.05% Add +23.9% 42,697 $2.3M
Oder Investment Management, LLC 1.63% Add +1.4% 41,406 $2.3M
Prospera Financial Services Inc 0.04% Add +82.7% 40,370 $2.2M
&partners 0.01% Add +57.6% 38,200 $2.1M
Calton & Associates, Inc. 0.31% Reduce -0.6% 37,831 $2.1M
Kathmere Capital Management, LLC 0.15% Add +0.0% 37,724 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +100.2% 36,927 $2.0M
One Degree Advisors Inc 0.62% Add +16.9% 36,848 $2.0M
Perennial Investment Advisors, LLC 0.16% Reduce -1.0% 35,420 $1.9M
D.A. Davidson & Co. 0.01% Reduce -22.0% 35,328 $1.9M
Napa Wealth Management 0.86% Reduce -26.4% 33,642 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.9% 32,700 $1.8M
Harbour Investments, Inc. 0.04% Reduce -52.6% 32,240 $1.8M
WealthShield Partners, LLC 0.20% Reduce -6.7% 31,919 $1.7M
Optivise Advisory Services LLC 1.03% Reduce -26.5% 31,585 $1.7M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.4% 30,832 $1.7M
Ade, LLC 0.83% Reduce -0.1% 30,114 $1.6M
IFP Advisors, Inc 0.04% Add +4.3% 28,988 $1.6M
Private Trust Co. NA 0.14% Add +12.0% 28,921 $1.6M
Comerica Bank 0.01% Reduce -17.2% 28,829 $1.6M
Advisor Resource Council 2.07% Reduce -8.9% 27,943 $1.5M
Forefront Wealth Partners, LLC 0.37% New 26,942 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -1.0% 26,672 $1.5M
Integrity Alliance, Llc. 0.07% Reduce -11.7% 26,116 $1.4M
Camarda Financial Advisors, LLC 0.50% Reduce -0.4% 24,810 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +6.3% 23,606 $1.3M
Equitable Holdings, Inc. 0.01% Add +1.1% 23,391 $1.3M
Mariner, LLC 0.00% Reduce -19.1% 22,377 $1.2M
Strategic Financial Partners, Ltd. 0.54% Reduce -0.9% 21,523 $1.2M
Independent Financial Group, LLC 0.03% Reduce -6.3% 19,695 $1.1M

"% 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 233 holders