证券记录 · 已归档季度
PTLC
Pacer Trendpilot US Large Cap ETF · Financial Services · Asset Management
39被追踪持有人
-1Δ持有人
27.91M持有股份
$1.55B报告持仓市值
+0新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 -2.5% ·
股份流向 -0.9% ·
净新建仓位 -2.6%
· 公式
广泛减持:持股数量下降,持有人数量减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 215.00K | $12.99M | n/a | −1 |
| Q2 2026 | 40 | -1 | 25.99M | $1.51B | +2 | −4 |
| Q1 2026 | 43 | +3 | 26.92M | $1.41B | +4 | −1 |
| Q4 2025 | 39 | -1 | 27.91M | $1.55B | n/a | −1 |
| Q3 2025 | 6 | -2 | 4.09M | $224.20M | n/a | −2 |
| Q2 2025 | 6 | +3 | 201.01K | $10.20M | +3 | n/a |
| Q1 2025 | 1 | -1 | 6.70K | $344,715 | n/a | −1 |
| Q4 2024 | 2 | 0 | 37.88K | $2.02M | n/a | n/a |
| Q3 2024 | 2 | -1 | 52.55K | $2.76M | n/a | −1 |
| Q2 2024 | 3 | n/a | 66.38K | $3.30M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.81M | n/a | $322.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 5.78M | n/a | $321.48M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.83M | -3.5% | $212.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 2.31M | n/a | $128.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.17M | n/a | $120.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 1.45M | n/a | $80.76M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.11M | n/a | $61.65M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 1.03M | n/a | $57.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 659.13K | n/a | $36.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 622.36K | n/a | $34.59M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 614.03K | n/a | $34.13M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 12 | Stifel Financial Corp | 465.84K | n/a | $25.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 394.98K | n/a | $21.95M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 235.00K | n/a | $13.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 227.43K | n/a | $12.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 198.37K | n/a | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 194.75K | n/a | $10.99M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pacer Advisors, Inc. | 196.94K | n/a | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 162.92K | n/a | $9.06M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 112.81K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 111.08K | n/a | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citigroup Inc | 76.07K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 22.98K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 19.06K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 13.67K | n/a | $759,834 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 13.54K | n/a | $752,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 11.33K | -89.5% | $629,610 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northern Trust Corp | 10.99K | n/a | $610,991 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 8.19K | n/a | $454,978 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 7.95K | +0.7% | $441,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 6.69K | n/a | $372,052 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Mercer Global Advisors Inc /Adv | 4.85K | n/a | $269,507 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 4.63K | n/a | $257,140 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Focus Partners Wealth | 3.85K | n/a | $214,779 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 3.67K | n/a | $204,090 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 3.50K | +44.2% | $194,696 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Cwm, Llc | 1.86K | n/a | $103,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.84K | -29.2% | $102,101 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Us Bancorp \De\ | 999 | n/a | $55,524 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| D. E. Shaw & Co. | $213,117 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 244 持有人, 39.96M 股份, $2.04B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据