13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
PTLC

PACER TRENDPILOT US LARGE CAP

263 institutions still hold PACER TRENDPILOT US LARGE CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374h105·263 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.5%
vs prior quarter
13F value held
$1.7B
59.0% inst. owned
of float
Holders
263
-105 QoQ
filers reporting
Activity
+41 / −114
+968 added · −801 reduced
this quarter
Concentration
17.96%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

263 institutions reported PTLC in Q1 2026. LPL Financial LLC leads at 18.0% of the visible book. -105 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$302M5.8M0.08%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$293M5.6M0.02%Q1 202603
MORGAN STANLEY
CIK 0000895421
$194M3.7M0.01%Q1 202604
SFMG, LLC
CIK 0001512026
$132M2.5M8.91%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$121M2.3M0.02%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$114M2.2M0.04%Q1 202607
CFS Investment Advisory Services, LLC
CIK 0001845688
$112M2.0M7.75%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$76M1.5M0.08%Q1 202609
UBS Group AG
CIK 0001610520
$52M996K0.01%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$42M803K0.06%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$35M658K0.05%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M652K0.01%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$32M607K0.01%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$25M480K0.02%Q1 202615
Merit Financial Group, LLC
CIK 0001621225
$24M458K0.18%Q1 202616
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$24M466K0.13%Q2 202517
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 0001696715
$19M367K0.63%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$17M326K0.06%Q1 202619
Kestra Advisory Services, LLC
CIK 0001830819
$17M326K0.06%Q1 202620
MBL Wealth, LLC
CIK 0001845785
$16M307K1.22%Q1 2026
Page 1 of 14
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