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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$48.66 -4.46 (-8.39%)
As of 04/30/2025 11:53 AM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Large Cap ETF (BATS:PTLC)

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$495.24M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$38.91M
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PTLC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Large Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Allworth Financial LP6,937$337K0.0%-3.7%0.011%
4/30/2025Axxcess Wealth Management LLC30,911$1.59M0.0%+0.7%0.049%
4/30/2025Silverlake Wealth Management LLC9,450$486K0.2%-3.6%0.015%
4/30/2025Stratos Wealth Partners LTD.114,645$5.90M0.1%+9.3%0.181%
4/29/2025 Envestnet Asset Management Inc.1,070,076$55.06M0.0%+16.9%1.686%
4/29/2025 Meridian Investment Counsel Inc.12,000$617K0.2%-9.1%0.019%
4/29/2025 Concurrent Investment Advisors LLC67,939$3.50M0.1%+41.2%0.107%
4/29/2025 World Investment Advisors11,292$581K0.0%+3.4%0.018%
4/29/2025 Capital Investment Advisory Services LLC44,332$2.28M0.2%N/A0.070%
4/29/2025 Silver Oak Securities Incorporated16,442$843K0.1%+15.6%0.026%
4/28/2025 D.A. Davidson & CO.151,817$7.81M0.1%+28.7%0.239%
4/28/2025 Private Trust Co. NA23,558$1.21M0.1%+3.3%0.037%
4/28/2025 DAVENPORT & Co LLC331,205$17.04M0.1%+7.1%0.522%
4/28/2025 Clear Creek Financial Management LLC13,983$719K0.1%+112.5%0.022%
4/25/2025 Saxon Interests Inc.16,794$864K0.4%+30.5%0.026%
4/25/2025 Ameritas Advisory Services LLC5,666$299K0.0%+5.1%0.009%
4/24/2025 Golden State Wealth Management LLC8,025$413K0.1%+8.5%0.013%
4/24/2025 Money Concepts Capital Corp7,934$408K0.0%-69.6%0.013%
4/23/2025 Western Wealth Management LLC14,847$764K0.1%+6.2%0.023%
4/23/2025 Creative Financial Designs Inc. ADV42,561$2.19M0.2%+7.5%0.067%
4/23/2025 Tyche Wealth Partners LLC233,120$11.99M2.6%+1.9%0.367%
4/23/2025 Ferguson Shapiro LLC1,365,533$70.26M26.2%+3.6%2.152%
4/23/2025 Golden State Wealth Management LLC16,048$826K0.1%+117.0%0.025%
4/23/2025 Golden State Equity Partners11,145$573K0.1%-6.8%0.018%
4/23/2025 Financial Enhancement Group LLC267,545$12.99M2.0%+24.1%0.422%
4/23/2025 International Assets Investment Management LLC13,903$715K0.0%-2.2%0.022%
4/23/2025 Sheets Smith Wealth Management29,205$1.50M0.2%N/A0.046%
4/23/2025 Mascagni Wealth Management Inc.5,179$277K0.3%-9.6%0.008%
4/23/2025 Oppenheimer & Co. Inc.28,629$1.47M0.0%+1.5%0.045%
4/22/2025 Cambridge Investment Research Advisors Inc.926,645$47.68M0.2%+2.2%1.460%
4/22/2025 Aspire Capital Advisors LLC58,055$2.99M0.9%N/A0.091%
4/22/2025 Burt Wealth Advisors7,747$399K0.1%+6.1%0.012%
4/22/2025 Advisor Resource Council130,234$6.70M0.5%+111.9%0.205%
4/21/2025 ORG Partners LLC117,278$6.04M1.5%-1.9%0.185%
4/21/2025 Envestnet Portfolio Solutions Inc.33,198$1.71M0.0%+19.0%0.052%
4/21/2025 Kingswood Wealth Advisors LLC14,576$750K0.0%+3.9%0.023%
4/18/2025 Lion Street Advisors LLC14,361$739K0.2%-2.7%0.023%
4/18/2025 Optivise Advisory Services LLC38,479$1.98M1.1%-1.1%0.061%
4/18/2025 CENTRAL TRUST Co65,263$3.36M0.1%+76.0%0.103%
4/18/2025 Insigneo Advisory Services LLC12,946$666K0.1%+3.0%0.020%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/17/2025 Janney Montgomery Scott LLC50,964$2.62M0.0%N/A0.080%
4/17/2025 Tcfg Wealth Management LLC12,677$652K0.3%-18.1%0.020%
4/16/2025 Wealth Enhancement Advisory Services LLC205,833$10.59M0.0%+1.2%0.324%
4/15/2025 Redhawk Wealth Advisors Inc.6,784$349K0.0%+22.9%0.011%
4/15/2025 Fourpath Capital Management LLC162,553$8.36M1.5%+13.8%0.246%
4/14/2025 Farther Finance Advisors LLC2,222$114K0.0%-21.0%0.003%
4/14/2025 BCS Wealth Management5,836$300K0.1%+13.0%0.009%
4/14/2025 Whitaker Myers Wealth Managers LTD.73,815$3.80M1.1%+0.5%0.112%
4/10/2025 Fermata Advisors LLC4,021$207K0.0%N/A0.006%
4/10/2025 EWG Elevate Inc.47,055$2.42M0.9%+68.7%0.071%
4/9/2025 Capital Asset Advisory Services LLC30,911$1.60M0.1%+0.7%0.047%
4/9/2025 Flagstar Advisors Inc.5,902$304K0.1%N/A0.009%
4/8/2025 Welch Group LLC16,472$845K0.0%-6.4%0.025%
3/24/2025 Mascagni Wealth Management Inc.5,179$277K0.2%N/A0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC203,478$10.87M0.0%-15.2%0.314%
3/6/2025IronOak Wealth LLC.5,465$294K0.3%N/A0.008%
3/5/2025 Castle Rock Wealth Management LLC4,483$249K0.1%-26.6%0.007%
2/27/2025 XY Planning Network Inc.8,329$445K0.3%N/A0.013%
2/26/2025 Advisor Resource Council61,446$3.28M2.4%N/A0.095%
2/25/2025B. Riley Wealth Advisors Inc.20,156$1.08M0.0%-44.5%0.031%
2/25/2025Armis Advisers LLC93,774$5.01M0.6%N/A0.146%
2/24/2025Ameriflex Group Inc.6,790$373K0.2%N/A0.011%
2/21/2025WNY Asset Management LLC3,868$207K0.0%-62.8%0.006%
2/19/2025WCG Wealth Advisors LLC19,734$1.06M0.1%-12.3%0.034%
2/18/2025 Western Wealth Management LLC68,752$3.67M1.1%+86.0%0.120%
2/18/2025Focus Partners Advisor Solutions LLC18,588$993K0.0%N/A0.032%
2/17/2025Vienna Asset Management LLC67,102$3.59M2.4%+16.1%0.117%
2/17/2025WBI Investments LLC113,514$6.07M1.5%+2.1%0.198%
2/17/2025Royal Bank of Canada695,933$37.19M0.0%+0.6%1.215%
2/17/2025 Cambridge Investment Research Advisors Inc.906,358$48.44M0.2%-3.0%1.582%
2/17/2025Cetera Investment Advisers1,236,768$66.09M0.1%+4.3%2.158%
2/17/2025Citadel Advisors LLC13,785$737K0.0%-22.8%0.024%
2/17/2025Baird Financial Group Inc.6,731$360K0.0%-26.5%0.012%
2/17/2025Bank of America Corp DE6,085,423$325.21M0.0%+0.7%10.620%
2/17/2025Ameriprise Financial Inc.165,607$8.85M0.0%+8.6%0.289%
2/17/2025Aptus Capital Advisors LLC590$32K0.0%+2,260.0%0.001%
2/14/2025Mercer Global Advisors Inc. ADV4,074$218K0.0%N/A0.007%
2/14/2025Comerica Bank41,135$2.20M0.0%+13.2%0.072%
2/14/2025Susquehanna International Group LLP64,640$3.45M0.0%+207.7%0.113%
2/14/2025IHT Wealth Management LLC9,975$533K0.0%-24.2%0.017%
2/14/2025Stifel Financial Corp351,787$18.80M0.0%+8.1%0.614%
2/14/2025 Optivise Advisory Services LLC38,906$2.08M1.1%-11.5%0.068%
2/14/2025MML Investors Services LLC423,219$22.62M0.1%+7.1%0.739%
2/14/2025Freedom Investment Management Inc.17,629$942K0.1%-7.7%0.031%
2/13/2025NewEdge Advisors LLC130,397$6.97M0.0%+1.9%0.228%
2/13/2025 Insigneo Advisory Services LLC12,573$672K0.1%+7.7%0.022%
2/13/2025CreativeOne Wealth LLC9,621$514K0.0%N/A0.017%
2/13/2025Synovus Financial Corp5,540$296K0.0%-49.6%0.010%
2/13/2025Rockefeller Capital Management L.P.217,404$11.62M0.0%+7.9%0.379%
2/13/2025Oder Investment Management LLC40,598$2.17M1.8%+0.9%0.071%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
2/13/2025One Degree Advisors Inc7,322$404K0.2%N/A0.013%
2/13/2025Advisory Services Network LLC8,995$481K0.0%+61.4%0.016%
2/13/2025Renaissance Technologies LLC24,100$1.29M0.0%-30.5%0.042%
2/13/2025Bank of Montreal Can8,350$446K0.0%-5.2%0.015%
2/13/2025 Envestnet Asset Management Inc.915,423$48.92M0.0%+9.7%1.598%
2/13/2025Perennial Investment Advisors LLC37,245$1.99M0.2%+7.0%0.065%
2/13/2025Wells Fargo & Company MN2,478,601$132.46M0.0%+5.1%4.326%
2/12/2025Thoroughbred Financial Services LLC8,853$473K0.0%N/A0.015%
2/12/2025 World Investment Advisors10,918$583K0.0%+45.4%0.019%
2/12/2025OneAscent Financial Services LLC6,122$327K0.0%N/A0.011%
(Data available from 1/1/2016 forward)

PTLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTLC shares?

During the previous two years, 242 institutional investors and hedge funds held shares of Pacer Trendpilot US Large Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($325.21M), LPL Financial LLC ($186.36M), Wells Fargo & Company MN ($132.46M), Raymond James Financial Inc. ($130.33M), CFS Investment Advisory Services LLC ($105.99M), Raymond James Financial Services Advisors Inc. ($76.31M), and Commonwealth Equity Services LLC ($71.93M).Learn more on PTLC's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Large Cap ETF stock?

Of the 197 institutional investors that purchased Pacer Trendpilot US Large Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.44M), Ferguson Shapiro LLC ($1.51M), Cetera Investment Advisers ($1.01M), Koss Olinger Consulting LLC ($636.11K), Commonwealth Equity Services LLC ($590.72K), International Assets Investment Management LLC ($573.12K), and LPL Financial LLC ($518.61K).

How much institutional buying is happening at Pacer Trendpilot US Large Cap ETF?

Institutional investors have bought a total of 14,400,640 shares in the last 24 months. This purchase volume represents approximately $700.07M in transactions.

Which Pacer Trendpilot US Large Cap ETF major shareholders have been selling company stock?

Of the 131 institutional investors that sold Pacer Trendpilot US Large Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($670.10K), Sigma Planning Corp ($287.13K), American Planning Services Inc. ($179.84K), Ferguson Shapiro LLC ($146.79K), Envestnet Asset Management Inc. ($138.84K), OneAscent Financial Services LLC ($136.08K), and Raymond James Financial Services Advisors Inc. ($108.55K).

How much institutional selling is happening at Pacer Trendpilot US Large Cap ETF?

Institutional investors have sold a total of 3,390,232 shares in the last 24 months. This volume of shares sold represents approximately $145.16M in transactions.


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This page (BATS:PTLC) was last updated on 5/1/2025 by MarketBeat.com Staff
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