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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$51.06 -2.05 (-3.87%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$51.02 -0.03 (-0.06%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
177
Total
Institutional Inflows
(last 12 months)
$644.61M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$179.44M
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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
8/1/2025Ferguson Shapiro LLC8,124$412K0.1%-99.4%0.012%
8/1/2025Y Intercept Hong Kong Ltd4,579$232K0.0%N/A0.007%
8/1/2025Koss Olinger Consulting LLC581,367$29.51M2.4%-4.1%0.888%
8/1/2025Schmidt P J Investment Management Inc.18,720$950K0.2%-8.5%0.029%
8/1/2025Envestnet Asset Management Inc.785,842$39.89M0.0%-26.6%1.201%
7/31/2025 Focus Partners Advisor Solutions LLC14,448$733K0.0%-26.2%0.022%
7/30/2025 Freedom Investment Management Inc.22,070$1.12M0.1%+5.4%0.034%
7/30/2025 D.A. Davidson & CO.45,278$2.30M0.0%-70.2%0.069%
7/30/2025 Gimbal Financial50,403$2.56M1.6%-36.9%0.077%
7/29/2025 International Assets Investment Management LLC13,329$677K0.0%-4.1%0.020%
7/29/2025 Stratos Wealth Partners LTD.85,962$4.36M0.1%-25.0%0.131%
7/29/2025 Private Trust Co. NA25,821$1.31M0.1%+9.6%0.039%
7/28/2025 Lunt Capital Management Inc.43,390$2.20M0.8%+0.6%0.066%
7/28/2025 Harbour Investments Inc.67,984$3.45M0.1%+28.1%0.104%
7/28/2025 Axxcess Wealth Management LLC20,657$1.05M0.0%-33.2%0.032%
7/25/2025 Atria Wealth Solutions Inc.50,306$2.55M0.1%-85.4%0.077%
7/25/2025 Envestnet Portfolio Solutions Inc.32,395$1.64M0.0%-2.4%0.049%
7/25/2025 SPC Financial Inc.142,676$7.24M0.6%+13.2%0.218%
7/25/2025 CWM LLC1,857$94K0.0%+56.3%0.003%
7/25/2025 Concurrent Investment Advisors LLC133,377$6.77M0.1%+96.3%0.204%
7/25/2025 One Degree Advisors Inc31,522$1.60M0.6%+186.6%0.048%
7/24/2025 Invictus Private Wealth LLC6,200$315K0.0%N/A0.009%
7/24/2025 Fourpath Capital Management LLC164,362$8.34M1.3%+1.1%0.251%
7/24/2025 Cyndeo Wealth Partners LLC4,734$240K0.0%N/A0.007%
7/24/2025 Blair William & Co. IL3,829$194K0.0%-66.3%0.006%
7/23/2025 1 North Wealth Services LLC142,721$7.25M2.9%+22.5%0.218%
7/23/2025 Tyche Wealth Partners LLC248,400$12.61M2.5%+6.6%0.380%
7/23/2025 Tcfg Wealth Management LLC11,917$605K0.3%-6.0%0.018%
7/22/2025 Belpointe Asset Management LLC4,186$212K0.0%-35.0%0.006%
7/22/2025 DAVENPORT & Co LLC142,650$7.24M0.0%-56.9%0.218%
7/22/2025 MBL Wealth LLC305,577$15.51M1.5%-13.7%0.467%
7/22/2025 Wealthcare Advisory Partners LLC34,451$1.75M0.0%+18.8%0.053%
7/21/2025 Ameriflex Group Inc.3,516$177K0.1%-44.4%0.005%
7/21/2025 Ameritas Advisory Services LLC12,287$624K0.0%+116.9%0.019%
7/21/2025 Patriot Financial Group Insurance Agency LLC10,371$526K0.1%+5.6%0.016%
7/18/2025 Truist Financial Corp292,966$14.87M0.0%-4.1%0.448%
7/17/2025 Janney Montgomery Scott LLC54,119$2.75M0.0%+6.2%0.083%
7/17/2025 XY Planning Network Inc.14,877$755K0.3%+78.5%0.023%
7/17/2025 Tempus Wealth Planning LLC5,140$261K0.1%-49.1%0.008%
7/16/2025 Independent Wealth Network Inc.6,072$308K0.1%-30.4%0.009%
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7/16/2025 ORG Partners LLC113,020$5.74M1.2%-3.6%0.173%
7/16/2025 Kathmere Capital Management LLC37,720$1.92M0.1%-0.9%0.058%
7/16/2025 True North Advisors LLC5,195$264K0.1%N/A0.008%
7/16/2025 Maridea Wealth Management LLC4,234$215K0.1%-17.7%0.006%
7/15/2025 Aspire Capital Advisors LLC63,476$3.22M0.9%+9.3%0.097%
7/15/2025 EWG Elevate Inc.47,593$2.42M0.7%+1.1%0.073%
7/15/2025 BCS Wealth Management5,067$257K0.1%-13.2%0.008%
7/15/2025 Sheets Smith Wealth Management30,095$1.53M0.2%+3.0%0.046%
7/15/2025 SJS Investment Consulting Inc.600$30K0.0%N/A0.001%
7/15/2025 Oregon Pacific Wealth Management LLC7,933$403K0.4%+8.0%0.012%
7/14/2025 Golden State Equity Partners23,011$1.17M0.2%+106.5%0.035%
7/14/2025 Financial Enhancement Group LLC160,445$8.21M1.2%-40.0%0.245%
7/14/2025 MY Wealth Management Inc.233,575$11.86M11.4%+33.5%0.357%
7/14/2025 Flagstar Advisors Inc.4,467$227K0.1%-24.3%0.007%
7/11/2025 Deane Retirement Strategies Inc.225,249$11.43M5.1%+98,262.0%0.343%
7/11/2025 Silver Oak Securities Incorporated17,091$868K0.1%+3.9%0.026%
7/10/2025 Wealth Enhancement Advisory Services LLC202,417$10.40M0.0%-1.7%0.308%
7/7/2025 Capital Asset Advisory Services LLC20,657$1.05M0.0%-33.2%0.031%
7/7/2025 Whitaker Myers Wealth Managers LTD.65,314$3.32M0.8%-11.5%0.099%
7/2/2025 HBW Advisory Services LLC7,987$405K0.1%N/A0.012%
6/27/2025Goldman Sachs Group Inc.16,147$831K0.0%+8.7%0.025%
5/29/2025 Nova Wealth Management Inc.4,076$210K0.2%+205.3%0.006%
5/22/2025WBI Investments LLC62,989$3.24M0.9%-44.5%0.095%
5/21/2025 MBL Wealth LLC354,257$18.23M1.8%+1.3%0.532%
5/21/2025Geneos Wealth Management Inc.196,669$10.12M0.3%-41.9%0.295%
5/21/2025Schmidt P J Investment Management Inc.20,453$1.05M0.2%+8.2%0.031%
5/20/2025 Belpointe Asset Management LLC6,439$333K0.0%+28.6%0.010%
5/20/2025Integrity Alliance LLC.49,509$2.55M0.1%N/A0.074%
5/16/2025Goldman Sachs Group Inc.16,147$831K0.0%+8.7%0.024%
5/16/2025NewEdge Advisors LLC133,740$6.88M0.0%+2.6%0.201%
5/16/2025Integrated Wealth Concepts LLC5,910$304K0.0%-50.7%0.009%
5/16/2025 1 North Wealth Services LLC116,552$6.00M2.8%-5.0%0.175%
5/15/2025 Focus Partners Advisor Solutions LLC19,569$1.01M0.0%+5.3%0.029%
5/15/2025Royal Bank of Canada830,522$42.73M0.0%+19.3%1.247%
5/15/2025Calton & Associates Inc.37,681$1.94M0.4%+35.2%0.057%
5/15/2025Titleist Asset Management LLC117,377$6.04M0.7%N/A0.176%
5/15/2025Baird Financial Group Inc.11,734$604K0.0%+74.3%0.018%
5/14/2025CreativeOne Wealth LLC9,885$509K0.0%+2.7%0.015%
5/14/2025PKS Advisory Services LLC39,952$2.06M0.6%+41.0%0.060%
5/14/2025Comerica Bank39,328$2.02M0.0%-4.4%0.059%
5/14/2025 Freedom Investment Management Inc.20,944$1.08M0.1%+18.8%0.031%
5/14/2025Synovus Financial Corp8,831$454K0.0%+59.4%0.013%
5/14/2025Northwestern Mutual Wealth Management Co.609,996$31.38M0.0%+3.5%0.916%
5/14/2025Kestra Advisory Services LLC389,249$20.03M0.1%+1.6%0.584%
5/14/2025OFC Financial Planning LLC76,563$3.94M4.5%-1.2%0.115%
5/14/2025Ameriprise Financial Inc.1,248,954$64.25M0.0%+654.2%1.875%
5/14/2025Level Four Advisory Services LLC390,246$20.08M0.8%+1.0%0.586%
5/13/2025Steward Partners Investment Advisory LLC149,995$7.72M0.1%+1.7%0.225%
5/13/2025Raymond James Financial Inc.2,864,864$147.40M0.1%+17.5%4.302%
5/13/2025Nations Financial Group Inc. IA ADV4,543$234K0.0%N/A0.007%
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5/13/2025EverSource Wealth Advisors LLC10,551$543K0.0%+355.0%0.016%
5/13/2025HighTower Advisors LLC33,266$1.71M0.0%-81.6%0.050%
5/12/2025SouthState Corp2,715$140K0.0%N/A0.004%
5/12/2025Koss Olinger Consulting LLC606,355$31.20M2.6%+0.7%0.910%
5/12/2025Beam Wealth Advisors Inc.42,704$2.20M0.7%-3.3%0.064%
5/12/2025 One Degree Advisors Inc10,998$565K0.2%+50.2%0.017%
5/9/2025WealthShield Partners LLC37,406$1.93M0.2%-0.6%0.056%
5/9/2025 Atria Wealth Solutions Inc.344,764$17.74M0.2%+4.4%0.518%
5/9/2025Thoroughbred Financial Services LLC84,447$4.34M0.3%+853.9%0.127%
5/9/2025Commonwealth Equity Services LLC1,457,052$74.97M0.1%+8.2%2.188%
(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, 253 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 ($247.96M), Raymond James Financial Inc. ($147.40M), Wells Fargo & Company MN ($132.46M), CFS Investment Advisory Services LLC ($105.99M), Raymond James Financial Services Advisors Inc. ($76.31M), and Commonwealth Equity Services LLC ($74.97M).Learn more on Pacer Trendpilot US Large Cap ETF's institutional investors.

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

Of the 211 institutional investors that purchased Pacer Trendpilot US Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.86M), LPL Financial LLC ($1.84M), Ferguson Shapiro LLC ($1.51M), Ameriprise Financial Inc. ($1.10M), Cetera Investment Advisers ($1.05M), Koss Olinger Consulting LLC ($614.16K), and Commonwealth Equity Services LLC ($543.21K).

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

Institutional investors have bought a total of 12,328,719 shares in the last 24 months. This purchase volume represents approximately $644.61M in transactions.

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

Of the 95 institutional investors that sold Pacer Trendpilot US Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ferguson Shapiro LLC ($1.36M), Atria Wealth Solutions Inc. ($294.46K), Envestnet Asset Management Inc. ($284.23K), Geneos Wealth Management Inc. ($193.30K), DAVENPORT & Co LLC ($188.56K), American Planning Services Inc. ($179.84K), and HighTower Advisors LLC ($147.47K).

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

Institutional investors have sold a total of 3,527,260 shares in the last 24 months. This volume of shares sold represents approximately $179.44M in transactions.


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This page (BATS:PTLC) was last updated on 8/2/2025 by MarketBeat.com Staff
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