Pacer Trendpilot US Large CaPTLCETF

13F holders, Q1 2026 (March 31)
248holders −3
21new positions
29sold out
2famous investors
$52.61avg. 13F price*

At the end of Q1 2026, 248 institutions reported holding Pacer Trendpilot US Large Ca (PTLC) in their 13F filings, down 3 from Q4 2025. 21 opened new positions and 29 sold out. The largest holders were LPL Financial LLC ($302.3M), Bank of America Corp. ($293.4M) and Morgan Stanley ($194.3M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions21$20.4M
Exits29$11.9M

All 13F filers, Q4 2025 → Q1 2026: 889,023 shares bought and 2,407,412 shares sold, net −1,518,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 248 holders

LPL Financial LLC 0.08% Reduce -0.4% 5,762,456 $302.3M
Bank of America Corp. 0.02% Reduce -3.7% 5,593,072 $293.4M
Morgan Stanley 0.01% Reduce -3.3% 3,704,695 $194.3M
Sfmg, LLC 9.02% Add +3.9% 2,507,224 $131.5M
Wells Fargo & Company 0.02% Add +0.2% 2,310,005 $121.2M
Raymond James Financial Inc. 0.04% Add +0.1% 2,176,107 $114.2M
CFS Investment Advisory Services, LLC 7.75% Reduce -1.7% 2,034,543 $112.5M
Cetera Investment Advisers 0.08% Reduce -0.0% 1,452,586 $76.2M
UBS Group AG 0.01% Reduce -3.7% 996,094 $52.3M
Osaic Holdings, Inc. 0.06% Reduce -27.6% 802,640 $42.1M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -7.3% 758,988 $39.8M
Commonwealth Equity Services, LLC 0.05% Reduce -0.2% 658,005 $34.5M
Envestnet Asset Management Inc. 0.01% Add +4.7% 651,752 $34.2M
Royal Bank of Canada 0.01% Reduce -1.2% 606,528 $31.8M
Bullock Wealth Management Group 13.17% Reduce -4.7% 498,289 $26.2M
Stifel Financial Corp. 0.02% Add +3.0% 479,993 $25.2M
Merit Financial Group, LLC 0.18% Add +4.3% 458,213 $24.0M
Level Four Advisory Services, LLC 0.63% Add +0.8% 367,166 $19.3M
NewEdge Advisors, LLC 0.06% Reduce -17.3% 325,921 $17.1M
Kestra Advisory Services, LLC 0.06% Reduce -8.6% 325,878 $17.1M
MBL Wealth, LLC 1.22% Add +0.5% 307,495 $16.1M
MML Investors Services, LLC 0.04% Reduce -24.2% 299,259 $15.7M
Tyche Wealth Partners LLC 2.29% Add +2.6% 283,669 $14.9M
Geneos Wealth Management Inc. 0.28% Reduce -14.4% 230,818 $12.1M
Deane Retirement Strategies, Inc. 4.69% Reduce -0.4% 222,333 $11.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -9.3% 213,058 $11.2M
Meridian Wealth Advisors, LLC 1.41% Add +0.2% 203,946 $10.7M
Pacer Advisors, Inc. 0.03% Reduce -1.5% 193,988 $10.2M
Private Advisor Group, LLC 0.05% Add +1.7% 188,168 $9.9M
J.W. Cole Advisors, Inc. 0.33% Reduce -2.0% 188,003 $9.9M
Rockefeller Capital Management L.P. 0.02% Reduce -12.2% 174,077 $9.1M
MY Wealth Management Inc. 8.71% Reduce -20.0% 174,933 $9.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -14.6% 166,279 $8.8M
Creative Planning 0.01% Reduce -0.2% 162,637 $8.5M
Steward Partners Investment Advisory, LLC 0.04% Add +0.8% 162,392 $8.5M
Financial Enhancement Group LLC 1.04% Reduce -2.7% 151,070 $8.4M
AlphaCore Capital LLC 0.20% Add +7.8% 158,842 $8.3M
Fourpath Capital Management, LLC 1.15% Add +1.2% 152,479 $8.0M
Ashton Thomas Securities, LLC 0.95% New 144,071 $7.6M
Henderson Brothers Financial Partners, LLC 1.78% — 134,247 $7.0M
PFG Advisors 0.34% Add +18.1% 131,500 $6.9M
Moneco Advisors, LLC 0.49% Reduce -20.7% 119,352 $6.3M
Concurrent Investment Advisors, LLC 0.07% Reduce -11.6% 117,475 $6.2M
Retirement Planning Group, LLC 0.19% Add +1646.4% 115,766 $6.1M
HighTower Advisors, LLC 0.01% Reduce -1.4% 111,207 $5.8M
Gaddis Premier Wealth Advisors LLC 4.10% Add +0.8% 105,654 $5.5M
Ascentis Independent Advisors 0.40% New 101,891 $5.3M
Bryn Mawr Trust Advisors, LLC 0.24% Reduce -1.1% 93,491 $4.9M
GLR Partners, LLC 2.67% — 93,369 $4.9M
DAVENPORT & Co LLC 0.03% Reduce -20.6% 88,825 $4.7M
Sanctuary Advisors, LLC 0.03% Add +2.0% 88,432 $4.6M
Pacific Park Financial, Inc. 2.98% Reduce -5.5% 87,089 $4.6M
Ameriprise Financial Inc. 0.00% Reduce -24.1% 84,254 $4.4M
Curtis Advisory Group, LLC 0.91% Add +0.8% 80,764 $4.2M
Ofc Financial Planning, LLC 3.93% Reduce -2.2% 76,307 $4.0M
Vienna Asset Management LLC 3.05% Reduce -12.6% 73,718 $3.9M
Citigroup Inc. 0.00% Reduce -5.5% 71,881 $3.8M
Magnolia Capital Advisors LLC 0.71% Reduce -12.1% 68,858 $3.6M
Aft, Forsyth & Sober, LLC 1.10% No change 68,550 $3.6M
Citadel Advisors 0.00% Add +492.1% 67,079 $3.5M
Prospera Financial Services Inc 0.05% Add +13.0% 57,544 $3.0M
Janney Montgomery Scott LLC 0.01% Reduce -1.6% 56,999 $3.0M
Soltis Investment Advisors LLC 0.16% Reduce -10.7% 48,311 $2.5M
Whitaker-Myers Wealth Managers, LTD. 0.51% Reduce -2.6% 48,293 $2.5M
Stratos Wealth Partners, LTD. 0.03% Reduce -0.8% 46,884 $2.5M
Creative Financial Designs Inc. 0.15% Add +1.1% 46,256 $2.4M
Capital Investment Advisory Services, LLC 0.18% Reduce -3.4% 45,896 $2.4M
Money Concepts Capital Corp. 0.13% Add +1.6% 44,846 $2.4M
Mather Group, Llc. 0.02% Add +768.7% 44,016 $2.3M
Forefront Wealth Partners, LLC 0.93% Add +26.2% 42,309 $2.2M
CENTRAL TRUST Co 0.04% Reduce -3.2% 42,280 $2.2M
One Degree Advisors Inc 0.56% Reduce -0.3% 40,915 $2.1M
Crux Wealth Advisors 0.82% Add +5.9% 40,814 $2.1M
Oder Investment Management, LLC 1.64% Add +0.2% 40,620 $2.1M
Western Wealth Management, LLC 0.08% Reduce -54.6% 38,493 $2.0M
Kathmere Capital Management, LLC 0.12% Reduce -0.2% 35,860 $1.9M
Integrated Wealth Concepts LLC 0.01% Reduce -5.1% 35,184 $1.8M
Harbour Investments, Inc. 0.03% Add +10.9% 33,181 $1.7M
Integrity Alliance, Llc. 0.07% Reduce -1.4% 33,147 $1.7M
Perennial Investment Advisors, LLC 0.14% Reduce -5.4% 32,614 $1.7M
WealthShield Partners, LLC 0.18% Reduce -1.8% 30,757 $1.6M
IFP Advisors, Inc 0.03% Add +2.6% 29,790 $1.6M
Private Trust Co. NA 0.14% No change 28,921 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +4.9% 28,491 $1.5M
Ade, LLC 0.71% Reduce -6.7% 28,112 $1.5M
Independent Advisor Alliance 0.02% New 27,826 $1.5M
Fifth Third Bancorp 0.00% New 27,809 $1.5M
Wbi Investments, LLC 0.39% Reduce -49.4% 27,089 $1.4M
Millington Securities, LLC 0.39% — 27,089 $1.4M
Beam Wealth Advisors, Inc. 0.35% Reduce -53.3% 27,066 $1.4M
&partners 0.01% Add +0.5% 26,365 $1.4M
Calton & Associates, Inc. 0.19% Reduce -33.5% 24,892 $1.3M
Camarda Financial Advisors, LLC 0.65% Reduce -0.5% 23,532 $1.2M
Kestra Private Wealth Services, LLC 0.01% Reduce -25.0% 23,153 $1.2M
Saxon Interests, Inc. 0.41% Add +26.1% 22,625 $1.2M
TCFG Wealth Management, LLC 0.42% Reduce -4.0% 21,441 $1.1M
TCFG Investment Advisors, LLC 0.42% — 21,441 $1.1M
Strategic Financial Partners, Ltd. 0.48% Reduce -2.9% 21,351 $1.1M
Equitable Holdings, Inc. 0.01% Add +2.3% 19,858 $1.1M
D.A. Davidson & Co. 0.01% Reduce -42.4% 20,972 $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 248 holders