22 institutions reported holding $14.4M of PACER FDS TR TRENDPILOT (PTEU) in SEC 13F filings for 2026-03-31. Largest institutional holders: J2 Capital Management Inc ($3.5M), Cetera Investment Advisers ($1.9M), LPL Financial LLC ($1.6M), STIFEL FINANCIAL CORP ($1.3M), MATHER GROUP, LLC. ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | J2 Capital Management Inc | $3.5M | 117,010 | Added |
| 2 | Cetera Investment Advisers | $1.9M | 64,545 | Trimmed |
| 3 | LPL Financial LLC | $1.6M | 54,193 | Added |
| 4 | STIFEL FINANCIAL CORP | $1.3M | 43,096 | Added |
| 5 | MATHER GROUP, LLC. | $1.2M | 41,654 | New |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.1M | 37,249 | Added |
| 7 | JANE STREET GROUP, LLC | $898,440 | 30,149 | Trimmed |
| 8 | Capital Investment Advisory Services, LLC | $883,987 | 29,664 | Trimmed |
| 9 | Optivise Advisory Services LLC | $402,568 | 13,509 | New |
| 10 | GOLDMAN SACHS GROUP INC | $388,979 | 13,053 | Trimmed |
| 11 | NFP Retirement, Inc. | $260,333 | 8,736 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $230,116 | 7,722 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $228,000 | 7,659 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $193,401 | 6,490 | Trimmed |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $126,045 | 4,165 | Hold |
| 16 | MORGAN STANLEY | $103,478 | 3,472 | Trimmed |
| 17 | Keating Financial Advisory Services, Inc. | $13,658 | 458 | New |
| 18 | UBS Group AG | $13,380 | 449 | Hold |
| 19 | Farther Finance Advisors, LLC | $5,396 | 178 | Added |
| 20 | WELLS FARGO & COMPANY/MN | $4 | 0 | Exited |
| 21 | NewEdge Advisors, LLC | $0 | 0 | Exited |
| 22 | MGO ONE SEVEN LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31