Pacer Trendpilot US Large CaPTLCETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.8M |
| Exits | 23 | $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.