Pacer Trendpilot US Large CaPTLCETF

13F holders, Q4 2025 (December 31)
251holders +18
23new positions
10sold out
1famous investor
$55.25avg. 13F price*

At the end of Q4 2025, 251 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, up 18 from Q3 2025. 23 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($322.9M), LPL Financial LLC ($321.5M) and Morgan Stanley ($212.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer Trendpilot US Large Ca
Filed as
PACER FDS TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$16.6M
Exits10$2.4M

All 13F filers, Q3 2025 → Q4 2025: 1,286,572 shares bought and 2,685,062 shares sold, net −1,398,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 251 holders

Bank of America Corp. 0.02% Reduce -1.2% 5,808,794 $322.9M
LPL Financial LLC 0.09% Add +0.0% 5,784,151 $321.5M
Morgan Stanley 0.01% Reduce -3.5% 3,829,344 $212.8M
Sfmg, LLC 9.00% Add +2.5% 2,412,945 $134.1M
Wells Fargo & Company 0.03% Reduce -9.3% 2,305,729 $128.2M
Raymond James Financial Inc. 0.04% Reduce -8.9% 2,173,382 $120.8M
CFS Investment Advisory Services, LLC 8.40% Reduce -0.1% 2,069,431 $115.0M
Cetera Investment Advisers 0.09% Add +1.5% 1,453,069 $80.8M
Osaic Holdings, Inc. 0.09% Reduce -13.6% 1,109,246 $61.7M
UBS Group AG 0.01% Reduce -0.8% 1,034,155 $57.5M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -1.9% 818,379 $45.5M
Commonwealth Equity Services, LLC 0.05% Reduce -44.7% 659,130 $36.6M
Envestnet Asset Management Inc. 0.01% Reduce -12.9% 622,355 $34.6M
Royal Bank of Canada 0.01% Reduce -18.1% 614,027 $34.1M
Bullock Wealth Management Group 14.22% — 522,993 $29.1M
Stifel Financial Corp. 0.02% Add +11.1% 465,838 $25.9M
Merit Financial Group, LLC 0.20% Add +5560.7% 439,212 $24.4M
MML Investors Services, LLC 0.05% Add +12.9% 394,977 $22.0M
NewEdge Advisors, LLC 0.08% Add +33.7% 394,075 $21.9M
Level Four Advisory Services, LLC 0.66% Reduce -7.7% 364,187 $20.2M
Kestra Advisory Services, LLC 0.08% Reduce -0.1% 356,355 $19.8M
MBL Wealth, LLC 1.36% Add +0.4% 305,940 $17.0M
Tyche Wealth Partners LLC 2.44% Add +4.3% 276,536 $15.4M
Geneos Wealth Management Inc. 0.37% Add +0.8% 269,820 $15.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.8% 235,001 $13.1M
Truist Financial Corp. 0.02% Reduce -6.2% 227,425 $12.6M
Deane Retirement Strategies, Inc. 5.13% Add +0.2% 223,200 $12.4M
MY Wealth Management Inc. 10.59% Reduce -6.7% 218,593 $12.1M
Meridian Wealth Advisors, LLC 1.57% Reduce -0.4% 203,487 $11.3M
Rockefeller Capital Management L.P. 0.02% Reduce -4.7% 198,366 $11.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.2% 194,755 $11.0M
Pacer Advisors, Inc. 0.03% Reduce -13.5% 196,938 $10.9M
J.W. Cole Advisors, Inc. 0.26% Reduce -6.7% 191,845 $10.7M
Private Advisor Group, LLC 0.05% Reduce -3.2% 185,067 $10.3M
Creative Planning 0.01% Add +4.8% 162,922 $9.1M
Steward Partners Investment Advisory, LLC 0.05% Reduce -0.7% 161,048 $9.0M
Financial Enhancement Group LLC 1.13% Reduce -1.9% 155,263 $8.7M
Fourpath Capital Management, LLC 1.15% Reduce -1.6% 150,627 $8.4M
Moneco Advisors, LLC 0.66% Reduce -10.2% 150,456 $8.4M
AlphaCore Capital LLC 0.19% New 147,310 $8.3M
Concurrent Investment Advisors, LLC 0.08% Add +3.8% 132,957 $7.4M
Invenio Wealth Partners LLC 2.44% Reduce -9.9% 117,944 $6.6M
HighTower Advisors, LLC 0.01% Add +4.0% 112,815 $6.3M
DAVENPORT & Co LLC 0.03% Reduce -11.5% 111,921 $6.2M
PFG Advisors 0.30% Add +0.1% 111,348 $6.2M
Ameriprise Financial Inc. 0.00% Reduce -31.7% 111,077 $6.2M
Gaddis Premier Wealth Advisors LLC 4.42% — 104,805 $5.8M
ORG Partners LLC 1.02% Reduce -2.1% 102,312 $5.7M
Bryn Mawr Trust Advisors, LLC 0.25% Add +71.6% 94,526 $5.3M
Pacific Park Financial, Inc. 3.20% — 92,151 $5.1M
Sanctuary Advisors, LLC 0.03% Add +1.1% 86,661 $4.8M
Western Wealth Management, LLC 0.22% Add +710.6% 84,835 $4.7M
Vienna Asset Management LLC 2.66% Reduce -6.5% 84,334 $4.7M
Curtis Advisory Group, LLC 0.93% Add +0.0% 80,151 $4.5M
Magnolia Capital Advisors LLC 0.92% Add +4.2% 78,303 $4.4M
Ofc Financial Planning, LLC 4.12% Add +1.0% 78,056 $4.3M
Citigroup Inc. 0.00% Add +22.3% 76,071 $4.2M
Aft, Forsyth & Sober, LLC 1.15% No change 68,550 $3.8M
Global Retirement Partners, LLC 0.07% Add +4.9% 68,266 $3.8M
Aspire Capital Advisors LLC 0.85% Add +5.3% 65,351 $3.6M
Beam Wealth Advisors, Inc. 0.88% Add +17.3% 57,994 $3.2M
Janney Montgomery Scott LLC 0.01% Add +7.1% 57,935 $3.2M
Soltis Investment Advisors LLC 0.20% Reduce -28.1% 54,091 $3.0M
Wbi Investments, LLC 0.78% Add +16.6% 53,541 $3.0M
Prospera Financial Services Inc 0.05% Add +26.1% 50,904 $2.8M
Whitaker-Myers Wealth Managers, LTD. 0.58% Reduce -12.8% 49,597 $2.8M
Capital Investment Advisory Services, LLC 0.19% Add +2.5% 47,523 $2.6M
Stratos Wealth Partners, LTD. 0.03% Reduce -3.5% 47,265 $2.6M
Creative Financial Designs Inc. 0.16% Reduce -1.3% 45,774 $2.5M
Money Concepts Capital Corp. 0.14% Add +2.2% 44,118 $2.5M
CENTRAL TRUST Co 0.05% Reduce -6.1% 43,688 $2.4M
One Degree Advisors Inc 0.63% Add +11.4% 41,060 $2.3M
Oder Investment Management, LLC 1.63% Reduce -2.1% 40,524 $2.3M
Wealthcare Advisory Partners LLC 0.04% Reduce -7.8% 39,366 $2.2M
Crux Wealth Advisors 0.80% New 38,555 $2.1M
Calton & Associates, Inc. 0.31% Reduce -1.1% 37,403 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +0.4% 37,073 $2.1M
D.A. Davidson & Co. 0.01% Add +3.0% 36,380 $2.0M
Kathmere Capital Management, LLC 0.13% Reduce -4.7% 35,945 $2.0M
Lunt Capital Management, Inc. 0.73% Reduce -18.2% 35,042 $1.9M
Perennial Investment Advisors, LLC 0.15% Reduce -2.6% 34,481 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.2% 33,740 $1.9M
Integrity Alliance, Llc. 0.07% Add +28.7% 33,612 $1.9M
Forefront Wealth Partners, LLC 0.88% Add +24.4% 33,526 $1.9M
WealthShield Partners, LLC 0.19% Reduce -1.9% 31,307 $1.7M
XY Planning Network, Inc. 0.30% Add +107.8% 30,909 $1.7M
Kestra Private Wealth Services, LLC 0.02% Add +0.1% 30,856 $1.7M
Ade, LLC 0.81% No change 30,114 $1.7M
Harbour Investments, Inc. 0.03% Reduce -7.2% 29,914 $1.7M
IFP Advisors, Inc 0.04% Add +0.2% 29,037 $1.6M
Private Trust Co. NA 0.14% No change 28,921 $1.6M
Comerica Bank 0.01% Reduce -1.8% 28,309 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +1.8% 27,156 $1.5M
&partners 0.01% Reduce -31.3% 26,229 $1.5M
Advisor Resource Council 0.52% Reduce -6.2% 26,220 $1.5M
Camarda Financial Advisors, LLC 0.50% Reduce -4.6% 23,659 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -0.9% 23,399 $1.3M
Mariner, LLC 0.00% Add +2.7% 22,979 $1.3M
TCFG Wealth Management, LLC 0.49% Add +28.4% 22,329 $1.2M
Strategic Financial Partners, Ltd. 0.53% Add +2.2% 21,993 $1.2M

"% 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 251 holders