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
Independent Financial Group, LLC 0.03% Add +8.7% 21,402 $1.2M
Tortuga Wealth Management, Inc 1.23% — 20,960 $1.2M
Summit Financial, LLC 0.02% New 19,323 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -17.0% 19,418 $1.1M
Schmidt P J Investment Management Inc. 0.18% Add +5.5% 19,395 $1.1M
PNC Financial Services Group, Inc. 0.00% No change 19,058 $1.1M
StoneX Group Inc. 0.05% Add +3.8% 18,720 $1.1M
Saxon Interests, Inc. 0.35% Reduce -0.8% 17,939 $997K
Sigma Planning Corp 0.03% Add +3.0% 17,577 $977K
Arax Advisory Partners 0.03% New 17,070 $949K
Welch Group, LLC 0.03% Reduce -2.0% 16,238 $903K
American Institute for Advanced Investment Management, LLP 0.58% Reduce -2.2% 16,106 $895K
Ameritas Advisory Services, LLC 0.03% Add +4.2% 14,840 $825K
Kingswood Wealth Advisors, LLC 0.04% Reduce -4.5% 13,912 $773K
WCG Wealth Advisors LLC 0.02% Reduce -11.9% 13,894 $772K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -11.1% 13,742 $764K
Susquehanna International Group, LLP 0.00% Reduce -16.4% 13,671 $760K
HRT Financial LP 0.00% New 13,535 $752K
International Assets Investment Management, LLC 0.05% Reduce -1.4% 13,145 $731K
World Investment Advisors 0.01% Add +12.6% 12,709 $706K
Apollon Wealth Management, LLC 0.01% No change 12,210 $679K
Meridian Investment Counsel Inc. 0.16% No change 12,000 $667K
JBR Co Financial Management Inc 0.28% Reduce -4.8% 11,894 $661K
Optivise Advisory Services LLC 0.37% Reduce -63.4% 11,547 $642K
Insigneo Advisory Services, LLC 0.05% Reduce -1.5% 11,483 $638K
Citadel Advisors 0.00% Reduce -89.5% 11,328 $630K
Northern Trust Corp. 0.00% No change 10,993 $611K
Legacy Trust 0.11% No change 10,903 $606K
EverSource Wealth Advisors, LLC 0.02% No change 10,551 $586K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -2.5% 10,017 $557K
Alchemi Wealth, LLC 0.30% — 9,718 $540K
Maridea Wealth Management LLC 0.08% Add +41.2% 9,718 $540K
Silverlake Wealth Management LLC 0.12% Reduce -0.1% 9,441 $525K
Gladstone Institutional Advisory LLC 0.02% Reduce -0.6% 9,290 $516K
IHT Wealth Management, LLC 0.01% No change 9,180 $510K
Capital Asset Advisory Services LLC 0.02% Reduce -6.3% 8,957 $505K
Axxcess Wealth Management, LLC 0.01% Reduce -6.3% 8,957 $498K
Mayflower Financial Advisors, LLC 0.06% No change 8,308 $462K
Baird Financial Group, Inc. 0.00% Add +1.6% 8,186 $455K
GTS Securities LLC 0.02% New 8,160 $454K
Ausdal Financial Partners, Inc. 0.02% Reduce -7.4% 8,038 $447K
FMR LLC 0.00% Add +0.7% 7,950 $442K
Carnegie Lake Advisors LLC 0.17% No change 7,873 $438K
Pinnacle Financial Partners, Inc. 0.00% — 7,861 $437K
Beacon Pointe Advisors, LLC 0.00% No change 7,762 $431K
Oregon Pacific Wealth Management, LLC 0.42% Reduce -3.5% 7,355 $409K
Thoroughbred Financial Services, LLC 0.02% No change 7,335 $407K
Patten & Patten Inc. 0.02% No change 7,295 $405K
BCS Wealth Management 0.04% Add +44.8% 7,080 $394K
Hyundai Investments Co., Ltd. 0.38% New 6,952 $389K
Allworth Financial LP 0.00% Reduce -2.8% 6,934 $385K
Redhawk Wealth Advisors, Inc. 0.04% No change 6,784 $377K
Bank of Montreal 0.00% Reduce -19.3% 6,694 $372K
Retirement Planning Group, LLC 0.01% New 6,629 $368K
Gambit Capital Management, LLC 0.26% — 6,519 $362K
Belpointe Asset Management LLC 0.01% New 6,312 $351K
Advisory Services Network, LLC 0.00% No change 6,233 $346K
Founders Financial Securities LLC 0.02% New 6,141 $341K
Clarus Group, Inc. 0.12% No change 6,091 $339K
Ferguson Shapiro LLC 0.10% Reduce -21.6% 6,082 $338K
Wedbush Securities Inc. 0.01% Add +16.0% 6,048 $336K
Wealthspire Retirement, LLC 0.02% New 5,801 $322K
Sovereign Financial Group, Inc. 0.06% Reduce -0.2% 5,767 $321K
HBW Advisory Services LLC 0.03% Add +4.5% 5,718 $318K
Spire Wealth Management 0.01% Reduce -0.5% 5,631 $313K
HMV Wealth Advisors, LLC 0.15% No change 5,500 $306K
Post Resch Tallon Group Inc. 0.26% Add +31.3% 5,450 $303K
Farther Finance Advisors, LLC 0.00% Add +164.3% 5,416 $301K
True North Advisors, LLC 0.04% No change 5,195 $289K
SWS Partners 0.07% No change 5,054 $284K
Mather Group, Llc. 0.00% New 5,067 $282K
Element Pointe Advisors, LLC 0.05% No change 5,027 $279K
Insight Advisors, LLC/ PA 0.04% Reduce -2.3% 4,999 $278K
Atria Investments, Inc 0.00% Reduce -17.4% 4,885 $272K
Ankerstar Wealth, LLC 0.27% — 4,800 $270K
Mercer Global Advisors Inc. 0.00% Add +9.7% 4,849 $270K
Salomon & Ludwin, LLC 0.02% Add +2351.0% 4,804 $269K
Invictus Private Wealth, LLC 0.02% Reduce -14.8% 4,815 $268K
Kinloch Capital, LLC 0.11% Reduce -0.5% 4,732 $263K
Koss-Olinger Consulting, LLC 0.02% Reduce -99.2% 4,666 $259K
Bank of New York Mellon Corp 0.00% Reduce -0.0% 4,626 $257K
Align Financial, LLC 0.15% — 256,557 $257K
BNB Wealth Management, LLC 0.16% — 4,565 $254K
CIBC Private Wealth Group LLC 0.00% No change 4,543 $253K
Cyndeo Wealth Partners, LLC 0.01% No change 4,529 $252K
Mascagni Wealth Management, Inc. 0.18% Reduce -2.1% 4,461 $248K
Flagstar Securities, Inc. 0.08% No change 4,363 $245K
Inspire Advisors, LLC 0.02% Reduce -7.5% 4,371 $243K
Independent Wealth Network Inc. 0.07% Reduce -0.8% 4,355 $242K
Proactive Wealth Strategies LLC 0.09% Reduce -0.0% 4,286 $238K
Heritage Wealth Management, Inc. 0.07% No change 4,225 $235K
Laird Norton Wetherby Trust Company, LLC 0.00% New 4,168 $234K
GSG Advisors LLC 0.06% No change 4,151 $231K
New England Private Wealth Advisors LLC 0.03% No change 4,108 $228K
Avion Wealth 0.05% Add +27.5% 4,081 $226K
Focus Partners Wealth 0.00% New 3,849 $215K
XML Financial, LLC 0.02% No change 3,846 $214K
Tempus Wealth Planning, LLC 0.05% Reduce -24.4% 3,790 $211K
Castle Rock Wealth Management, LLC 0.05% Reduce -27.8% 3,739 $209K
Bryant Woods Investment Advisors, LLC 0.08% No change 3,718 $207K
Assetmark, Inc. 0.00% Reduce -27.2% 3,672 $204K
Sard Wealth Management Group, LLC 0.11% New 3,602 $200K
Ameriflex Group, Inc. 0.10% Reduce -50.0% 3,516 $195K
BlackRock, Inc. 0.00% Add +44.2% 3,503 $195K
First Horizon Corp. 0.01% No change 3,161 $176K
Pursuit Wealth Strategies, LLC 0.24% — 3,130 $174K
Golden State Wealth Management, LLC 0.02% Reduce -19.0% 2,662 $148K
Keating Financial Advisory Services, Inc. 0.02% — 2,461 $137K
Root Financial Partners, LLC 0.01% New 2,450 $136K
1 North Wealth Services LLC 0.05% Reduce -22.0% 2,410 $134K
Westside Investment Management, Inc. 0.02% No change 2,013 $112K
Cwm, LLC 0.00% No change 1,857 $103K
JPMorgan Chase & Co. 0.00% Add +41.5% 1,837 $102K
Oakworth Capital, Inc. 0.00% No change 1,560 $87K
Eastern Bank 0.00% No change 1,500 $83K
MAI Capital Management 0.00% New 1,386 $77K
Sankala Group LLC 0.06% — 1,371 $77K
Twin Lakes Capital Management, LLC 0.03% No change 1,277 $71K
Operose Advisors LLC 0.02% No change 1,207 $67K
AE Wealth Management LLC 0.00% Add +2003.7% 1,136 $63K
Signature Equity Partners, LLC 0.03% — 1,129 $63K
Ancora Advisors LLC 0.00% No change 1,048 $58K
Lanark Financial, Inc. 0.00% No change 1,000 $56K
US Bancorp \de 0.00% Add +99.8% 999 $56K
Colonial Trust Co / SC 0.01% Reduce -7.3% 927 $52K
CoreCap Advisors, LLC 0.00% No change 862 $48K
Burkett Financial Services, LLC 0.01% No change 753 $42K
Ascentis Wealth Management, LLC 0.01% No change 639 $36K
SJS Investment Consulting Inc. 0.00% No change 600 $33K
Larson Financial Group LLC 0.00% No change 560 $31K
Realta Investment Advisors 0.01% Reduce -24.4% 546 $30K
NFSG Corp 0.00% Reduce -24.8% 485 $27K
Caldwell Trust Co 0.00% No change 420 $23K
LRI Investments, LLC 0.00% No change 345 $19K
Asset Dedication, LLC 0.00% No change 337 $19K
Wilkerson Advisory Group LLC 0.01% — 328 $18K
O'shaughnessy Asset Management, LLC 0.00% No change 325 $18K
BankPlus Trust Department 0.00% New 318 $18K
Financial Consulate, Inc. 0.00% No change 301 $17K
Parallel Advisors, LLC 0.00% New 295 $16K
Wolff Wiese Magana LLC 0.01% Reduce -71.1% 209 $12K
CVA Family Office, LLC 0.00% New 159 $9K
Anfield Capital Management, LLC 0.00% No change 152 $8K
Aptus Capital Advisors, LLC 0.00% Reduce -18.2% 117 $7K
Smartleaf Asset Management LLC 0.00% New 110 $6K
Murphy & Mullick Capital Management Corp 0.00% No change 75 $4K
Flagship Harbor Advisors, LLC 0.00% New 66 $4K
Sunbelt Securities, Inc. 0.00% No change 49 $3K
Safe Harbor Fiduciary, LLC 0.00% — 25 $1K
Kingdom Financial Group LLC. 0.00% New 10 $556
Tower Research Capital LLC (TRC) 0.00% Reduce -50.0% 8 $445

"% 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.