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
PNC Financial Services Group, Inc. 0.00% No change 19,058 $1.0M
Schmidt P J Investment Management Inc. 0.17% Reduce -1.8% 18,378 $1.0M
StoneX Group Inc. 0.04% Reduce -23.7% 18,027 $987K
Saxon Interests, Inc. 0.37% Add +7.7% 18,079 $957K
TCFG Wealth Management, LLC 0.38% Add +45.9% 17,383 $952K
Sigma Planning Corp 0.03% Add +9.0% 17,057 $934K
Synovus Financial Corp. 0.01% Reduce -14.8% 16,714 $915K
Welch Group, LLC 0.04% Add +1.2% 16,565 $907K
American Institute for Advanced Investment Management, LLP 0.59% No change 16,474 $902K
Susquehanna International Group, LLP 0.00% Reduce -57.6% 16,358 $896K
WCG Wealth Advisors LLC 0.05% Reduce -14.4% 15,778 $864K
Focus Partners Advisor Solutions, LLC 0.01% Add +7.0% 15,465 $849K
Kingswood Wealth Advisors, LLC 0.05% Add +0.8% 14,568 $798K
Ameritas Advisory Services, LLC 0.05% Add +15.9% 14,242 $780K
XY Planning Network, Inc. 0.26% No change 14,877 $755K
IFS Group,LLC 0.63% — 13,097 $720K
JBR Co Financial Management Inc 0.29% Reduce -2.5% 12,492 $684K
International Assets Investment Management, LLC 0.05% No change 13,329 $676K
Apollon Wealth Management, LLC 0.01% No change 12,210 $669K
Meridian Investment Counsel Inc. 0.16% No change 12,000 $657K
Insigneo Advisory Services, LLC 0.04% Reduce -0.6% 11,658 $638K
Lion Street Advisors, LLC 0.22% Add +8.4% 15,391 $622K
World Investment Advisors 0.01% No change 11,292 $618K
Capital & Planning, LLC 0.38% Reduce -5.8% 11,233 $615K
Northern Trust Corp. 0.00% No change 10,993 $602K
Legacy Trust 0.12% No change 10,903 $597K
EverSource Wealth Advisors, LLC 0.02% No change 10,551 $578K
Western Wealth Management, LLC 0.03% Reduce -28.2% 10,466 $573K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -1.0% 10,271 $562K
GPS Wealth Strategies Group, LLC 0.06% Reduce -1.9% 10,209 $559K
Capital Asset Advisory Services LLC 0.02% Reduce -53.8% 9,554 $523K
Axxcess Wealth Management, LLC 0.01% Reduce -53.8% 9,554 $523K
Silverlake Wealth Management LLC 0.13% No change 9,450 $517K
Gladstone Institutional Advisory LLC 0.02% No change 9,345 $512K
IHT Wealth Management, LLC 0.01% No change 9,180 $503K
WNY Asset Management, LLC 0.05% Add +30.7% 9,150 $501K
CreativeOne Wealth, LLC 0.01% Reduce -9.1% 8,982 $492K
Ausdal Financial Partners, Inc. 0.02% New 8,681 $475K
Mayflower Financial Advisors, LLC 0.06% No change 8,308 $455K
Bank of Montreal 0.00% No change 8,297 $454K
Baird Financial Group, Inc. 0.00% No change 8,060 $441K
FMR LLC 0.00% Add +18.4% 7,895 $432K
Carnegie Lake Advisors LLC 0.17% Reduce -9.0% 7,873 $431K
Beacon Pointe Advisors, LLC 0.00% New 7,762 $425K
Merit Financial Group, LLC 0.00% No change 7,759 $425K
Ferguson Shapiro LLC 0.14% Reduce -4.5% 7,757 $425K
Burt Wealth Advisors 0.10% No change 7,747 $424K
Oregon Pacific Wealth Management, LLC 0.36% Reduce -3.9% 7,622 $417K
Thoroughbred Financial Services, LLC 0.02% Reduce -34.5% 7,335 $401K
Patten & Patten Inc. 0.02% New 7,295 $399K
Allworth Financial LP 0.00% Reduce -12.3% 7,130 $390K
Ameriflex Group, Inc. 0.14% Add +100.0% 7,032 $385K
Maridea Wealth Management LLC 0.06% Add +62.5% 6,882 $380K
Redhawk Wealth Advisors, Inc. 0.04% No change 6,784 $371K
Advisory Services Network, LLC 0.01% Reduce -1.6% 6,233 $341K
Clarus Group, Inc. 0.12% New 6,091 $334K
Atria Investments, Inc 0.00% Reduce -75.6% 5,915 $324K
Sovereign Financial Group, Inc. 0.06% Reduce -6.4% 5,776 $316K
Spire Wealth Management 0.01% Reduce -46.8% 5,661 $310K
Invictus Private Wealth, LLC 0.02% Reduce -8.9% 5,650 $309K
HMV Wealth Advisors, LLC 0.17% No change 5,500 $301K
HBW Advisory Services LLC 0.03% Reduce -31.5% 5,473 $300K
Wedbush Securities Inc. 0.01% Add +2.0% 5,215 $286K
Castle Rock Wealth Management, LLC 0.06% Add +19.1% 5,176 $285K
True North Advisors, LLC 0.05% No change 5,195 $284K
Insight Advisors, LLC/ PA 0.04% Reduce -5.0% 5,114 $280K
SWS Partners 0.07% No change 5,054 $277K
Assetmark, Inc. 0.00% Add +183.4% 5,041 $276K
Element Pointe Advisors, LLC 0.06% No change 5,027 $275K
Tempus Wealth Planning, LLC 0.06% Reduce -2.5% 5,010 $274K
BCS Wealth Management 0.06% Reduce -3.5% 4,888 $268K
Flow Traders U.S. LLC 0.01% New 4,812 $264K
Kinloch Capital, LLC 0.11% Add +6.5% 4,754 $260K
Inspire Advisors, LLC 0.02% Reduce -12.8% 4,727 $259K
Bank of New York Mellon Corp 0.00% New 4,627 $253K
Mascagni Wealth Management, Inc. 0.19% Reduce -3.5% 4,559 $250K
CIBC Private Wealth Group LLC 0.00% No change 4,543 $249K
Cyndeo Wealth Partners, LLC 0.01% Reduce -4.3% 4,529 $248K
Mercer Global Advisors Inc. 0.00% Reduce -32.5% 4,421 $242K
Independent Wealth Network Inc. 0.08% Reduce -27.7% 4,391 $240K
Flagstar Securities, Inc. 0.07% Reduce -2.3% 4,363 $239K
Proactive Wealth Strategies LLC 0.10% No change 4,287 $235K
Heritage Wealth Management, Inc. 0.07% No change 4,225 $231K
GSG Advisors LLC 0.06% No change 4,151 $228K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 4,168 $228K
Post Resch Tallon Group Inc. 0.20% New 4,150 $227K
New England Private Wealth Advisors LLC 0.03% No change 4,108 $225K
D. E. Shaw & Co. 0.00% Reduce -76.9% 3,889 $213K
Tiaa Trust, National Association 0.00% New 3,872 $212K
XML Financial, LLC 0.02% New 3,846 $211K
Bryant Woods Investment Advisors, LLC 0.08% New 3,718 $204K
Golden State Wealth Management, LLC 0.02% Reduce -61.8% 3,288 $180K
Avion Wealth 0.04% No change 3,201 $175K
First Horizon Corp. 0.01% — 3,161 $173K
1 North Wealth Services LLC 0.07% Reduce -97.8% 3,090 $169K
BlackRock, Inc. 0.00% No change 2,430 $133K
Farther Finance Advisors, LLC 0.00% Reduce -7.8% 2,049 $112K
Westside Investment Management, Inc. 0.02% No change 2,013 $110K
Cwm, LLC 0.00% No change 1,857 $102K
Oakworth Capital, Inc. 0.00% No change 1,560 $85K
Eastern Bank 0.00% Reduce -35.9% 1,500 $82K
JPMorgan Chase & Co. 0.00% Reduce -55.4% 1,298 $71K
Twin Lakes Capital Management, LLC 0.03% No change 1,277 $70K
Operose Advisors LLC 0.02% No change 1,207 $66K
Ancora Advisors LLC 0.00% New 1,048 $57K
Lanark Financial, Inc. 0.00% New 1,000 $55K
Colonial Trust Co / SC 0.01% Reduce -7.2% 1,000 $55K
CoreCap Advisors, LLC 0.00% No change 862 $47K
Burkett Financial Services, LLC 0.01% New 753 $41K
Wolff Wiese Magana LLC 0.02% New 724 $40K
Realta Investment Advisors 0.01% Reduce -17.9% 722 $40K
NFSG Corp 0.01% No change 645 $35K
Ascentis Wealth Management, LLC 0.01% New 639 $35K
SJS Investment Consulting Inc. 0.00% No change 600 $33K
Larson Financial Group LLC 0.00% No change 560 $31K
US Bancorp \de 0.00% No change 500 $27K
Caldwell Trust Co 0.00% No change 420 $23K
LRI Investments, LLC 0.00% No change 345 $19K
Asset Dedication, LLC 0.00% New 337 $18K
O'shaughnessy Asset Management, LLC 0.00% No change 325 $18K
Financial Consulate, Inc. 0.00% New 301 $16K
Sound Income Strategies, LLC 0.00% Reduce -43.3% 233 $13K
Principal Securities, Inc. 0.00% Reduce -50.0% 200 $11K
Salomon & Ludwin, LLC 0.00% No change 196 $11K
Anfield Capital Management, LLC 0.00% New 152 $8K
Aptus Capital Advisors, LLC 0.00% Add +22.2% 143 $8K
Blue Trust, Inc. 0.00% New 106 $6K
Creekmur Asset Management LLC 0.00% No change 78 $4K
Murphy & Mullick Capital Management Corp 0.00% No change 75 $4K
AE Wealth Management LLC 0.00% Reduce -88.7% 54 $3K
Sunbelt Securities, Inc. 0.00% New 49 $3K
Noble Wealth Management PBC 0.00% — 40 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -15.8% 16 $876

"% 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.