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
Tortuga Wealth Management, Inc 1.02% Reduce -0.8% 20,788 $1.1M
Truist Financial Corp. 0.00% Reduce -91.0% 20,432 $1.1M
Advisor Resource Council 0.42% Reduce -22.5% 20,332 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.06% Add +100.9% 20,122 $1.1M
StoneX Group Inc. 0.06% Add +6.2% 19,887 $1.0M
Independent Financial Group, LLC 0.02% Reduce -8.8% 19,527 $1.0M
PNC Financial Services Group, Inc. 0.00% No change 19,058 $1000K
Mariner, LLC 0.00% Reduce -17.8% 18,886 $991K
Focus Partners Advisor Solutions, LLC 0.01% Add +36.4% 18,745 $983K
Summit Financial, LLC 0.01% Reduce -6.6% 18,046 $947K
Sigma Planning Corp 0.03% Reduce -0.6% 17,466 $916K
WCG Wealth Advisors LLC 0.03% Add +22.6% 17,027 $893K
Schmidt P J Investment Management Inc. 0.15% Reduce -12.3% 17,018 $893K
Arax Advisory Partners 0.03% Reduce -1.3% 16,846 $884K
Invenio Wealth Partners LLC 0.34% Reduce -86.0% 16,531 $867K
Ameritas Advisory Services, LLC 0.03% Add +2.5% 15,216 $798K
American Institute for Advanced Investment Management, LLP 0.50% Reduce -9.0% 14,656 $769K
Welch Group, LLC 0.03% Reduce -16.2% 13,613 $714K
International Assets Investment Management, LLC 0.05% Add +0.7% 13,230 $696K
Kingswood Wealth Advisors, LLC 0.03% Reduce -6.2% 13,050 $685K
World Investment Advisors 0.01% Add +1.4% 12,893 $676K
IFS Group,LLC 0.60% — 12,844 $674K
Pinnacle Financial Partners, Inc. 0.01% Add +62.8% 12,799 $672K
JBR Co Financial Management Inc 0.28% No change 11,894 $661K
Apollon Wealth Management, LLC 0.01% No change 12,210 $641K
Meridian Investment Counsel Inc. 0.15% Reduce -1.3% 11,850 $622K
Clark Asset Management, LLC 0.06% New 11,633 $610K
XY Planning Network, Inc. 0.10% Reduce -62.5% 11,574 $609K
Optivise Advisory Services LLC 0.36% Reduce -0.7% 11,465 $601K
Capital & Planning, LLC 0.36% New 11,278 $592K
Northern Trust Corp. 0.00% No change 10,993 $577K
GeoWealth Management, LLC 0.02% New 10,933 $574K
Legacy Trust 0.11% No change 10,903 $572K
Insigneo Advisory Services, LLC 0.04% Reduce -5.4% 10,868 $570K
Susquehanna International Group, LLP 0.00% Reduce -21.3% 10,765 $565K
Jane Street Group, LLC 0.00% New 10,565 $554K
EverSource Wealth Advisors, LLC 0.02% Reduce -0.6% 10,486 $550K
Keating Financial Advisory Services, Inc. 0.09% Add +316.2% 10,242 $537K
Hyundai Investments Co., Ltd. 0.60% Add +48.6% 10,333 $534K
Alchemi Wealth, LLC 0.28% No change 9,718 $510K
FMR LLC 0.00% Add +21.6% 9,663 $507K
Silverlake Wealth Management LLC 0.10% No change 9,441 $495K
Gladstone Institutional Advisory LLC 0.02% Add +0.1% 9,298 $488K
Aspire Capital Advisors LLC 0.10% Reduce -86.7% 8,700 $456K
Proactive Wealth Strategies LLC 0.09% Add +102.2% 8,664 $454K
IHT Wealth Management, LLC 0.01% Reduce -7.5% 8,492 $446K
Mayflower Financial Advisors, LLC 0.05% Add +0.0% 8,310 $436K
Baird Financial Group, Inc. 0.00% Reduce -3.5% 7,900 $414K
Carnegie Lake Advisors LLC 0.17% No change 7,873 $413K
Thoroughbred Financial Services, LLC 0.02% Add +0.4% 7,366 $386K
Patten & Patten Inc. 0.02% No change 7,295 $383K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.2% 6,797 $357K
WNY Asset Management, LLC 0.04% — 6,710 $352K
Bank of Montreal 0.00% No change 6,694 $351K
Ausdal Financial Partners, Inc. 0.02% Reduce -17.9% 6,600 $346K
Kiley Juergens Wealth Management, LLC 0.06% New 6,543 $343K
HBW Advisory Services LLC 0.04% Add +12.7% 6,443 $338K
D. E. Shaw & Co. 0.00% New 6,384 $335K
Gambit Capital Management, LLC 0.24% Reduce -2.5% 6,359 $334K
Belpointe Asset Management LLC 0.01% Add +0.0% 6,313 $331K
Maridea Wealth Management LLC 0.05% Reduce -35.3% 6,291 $330K
Advisory Services Network, LLC 0.00% Add +0.2% 6,243 $328K
Keybank National Association 0.00% New 6,223 $326K
Clarus Group, Inc. 0.11% No change 6,091 $320K
Wedbush Securities Inc. 0.01% Add +0.4% 6,070 $318K
Gateway Wealth Partners, LLC 0.01% New 5,954 $312K
Orion Porfolio Solutions, LLC 0.00% Reduce -74.6% 5,952 $312K
Spire Wealth Management 0.01% No change 5,631 $295K
Sovereign Financial Group, Inc. 0.05% Reduce -3.3% 5,577 $293K
HMV Wealth Advisors, LLC 0.14% No change 5,500 $289K
Post Resch Tallon Group Inc. 0.23% No change 5,450 $287K
LexAurum Advisors, LLC 0.04% — 5,431 $285K
Beacon Pointe Advisors, LLC 0.00% Reduce -30.8% 5,375 $282K
HRT Financial LP 0.00% Reduce -60.4% 5,361 $281K
True North Advisors, LLC 0.03% No change 5,195 $273K
SWS Partners 0.07% Add +1.1% 5,107 $268K
Element Pointe Advisors, LLC 0.05% No change 5,027 $264K
Wealthspire Retirement, LLC 0.02% Reduce -13.6% 5,011 $263K
Insight Advisors, LLC/ PA 0.05% Add +0.0% 5,001 $262K
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 4,843 $254K
Cary Street Partners Financial LLC 0.01% New 4,788 $251K
Kinloch Capital, LLC 0.10% Add +0.4% 4,753 $249K
Allworth Financial LP 0.00% Reduce -31.6% 4,744 $249K
Bank of New York Mellon Corp 0.00% Add +2.0% 4,720 $248K
Ankerstar Wealth, LLC 0.26% Reduce -2.0% 4,705 $247K
Align Financial, LLC 0.14% Reduce -98.2% 4,616 $242K
BNB Wealth Management, LLC 0.15% No change 4,565 $239K
CIBC Bancorp USA Inc. 0.00% — 4,543 $238K
Mascagni Wealth Management, Inc. 0.17% No change 4,461 $234K
Inspire Advisors, LLC 0.02% Reduce -1.4% 4,312 $226K
Farther Finance Advisors, LLC 0.00% Reduce -21.2% 4,267 $225K
Heritage Wealth Management, Inc. 0.11% No change 4,225 $222K
Leo Wealth, LLC 0.02% New 4,203 $220K
Assetmark, Inc. 0.00% Add +14.3% 4,199 $220K
Laird Norton Wetherby Trust Company, LLC 0.00% No change 4,168 $219K
XTX Topco Ltd 0.00% New 4,165 $218K
New England Private Wealth Advisors LLC 0.02% No change 4,108 $216K
Avion Wealth 0.04% Add +0.7% 4,111 $215K
Focus Partners Wealth 0.00% Add +0.1% 3,854 $202K
Bison Wealth, LLC 0.02% New 3,485 $201K
O'shaughnessy Asset Management, LLC 0.00% Add +1011.4% 3,612 $189K
Ameriflex Group, Inc. 0.09% No change 3,516 $184K
BlackRock, Inc. 0.00% No change 3,503 $184K
First Horizon Corp. 0.01% No change 3,161 $166K
Pursuit Wealth Strategies, LLC 0.20% Reduce -14.1% 2,689 $141K
JPMorgan Chase & Co. 0.00% Add +40.9% 2,588 $134K
Root Financial Partners, LLC 0.01% No change 2,450 $129K
Golden State Wealth Management, LLC 0.01% Reduce -13.9% 2,293 $120K
1 North Wealth Services LLC 0.04% Reduce -8.5% 2,205 $116K
Westside Investment Management, Inc. 0.02% Add +1.0% 2,034 $107K
Cwm, LLC 0.00% Add +2.1% 1,897 $100K
MAI Capital Management 0.00% Add +23.9% 1,717 $90K
Oakworth Capital, Inc. 0.00% No change 1,560 $82K
Realta Investment Advisors 0.03% Add +179.8% 1,528 $80K
Eastern Bank 0.00% No change 1,500 $79K
Twin Lakes Capital Management, LLC 0.03% Add +1.1% 1,291 $68K
Operose Advisors LLC 0.01% No change 1,207 $63K
AE Wealth Management LLC 0.00% No change 1,136 $60K
Signature Equity Partners, LLC 0.03% Add +0.1% 1,130 $59K
Ancora Advisors LLC 0.00% No change 1,048 $55K
Lanark Financial, Inc. 0.00% No change 1,000 $52K
Colonial Trust Co / SC 0.01% Reduce -2.8% 901 $47K
CoreCap Advisors, LLC 0.00% Add +0.5% 866 $45K
Sankala Group LLC 0.04% Reduce -39.8% 826 $43K
Burkett Financial Services, LLC 0.01% No change 753 $40K
Ascentis Wealth Management, LLC 0.01% No change 639 $34K
SJS Investment Consulting Inc. 0.00% No change 600 $31K
Aptus Capital Advisors, LLC 0.00% Add +396.6% 581 $30K
Larson Financial Group LLC 0.00% Add +1.1% 566 $30K
Caldwell Trust Co 0.00% No change 420 $22K
NFSG Corp 0.00% Reduce -20.0% 388 $20K
LRI Investments, LLC 0.00% No change 345 $18K
Asset Dedication, LLC 0.00% No change 337 $18K
Wilkerson Advisory Group LLC 0.01% No change 328 $17K
Financial Consulate, Inc. 0.00% No change 301 $16K
Plante Moran Financial Advisors, LLC 0.00% New 300 $16K
Anchor Investment Management, LLC 0.00% New 273 $14K
Wolff Wiese Magana LLC 0.01% No change 209 $11K
Salomon & Ludwin, LLC 0.00% Reduce -95.9% 196 $10K
Vanguard Advisers Inc. 0.00% — 180 $9K
Financial Network Wealth Advisors LLC 0.01% New 160 $8K
CVA Family Office, LLC 0.00% No change 159 $8K
Anfield Capital Management, LLC 0.00% No change 152 $8K
Blair William & Co. 0.00% New 120 $6K
Tower Research Capital LLC (TRC) 0.00% Add +1312.5% 113 $6K
Murphy & Mullick Capital Management Corp 0.00% No change 75 $4K
Lloyd Advisory Services, LLC. 0.00% New 10 $530
Kingdom Financial Group LLC. 0.00% No change 10 $530

"% 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.