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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$50.97 -2.14 (-4.03%)
As of 12:06 PM 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)
172
Total
Institutional Inflows
(last 12 months)
$633.80M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$56.92M
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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
7/7/2025Capital Asset Advisory Services LLC20,657$1.05M0.0%-33.2%0.031%
7/7/2025Whitaker 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%
5/29/2025Nova Wealth Management Inc.4,076$210K0.2%+205.3%0.006%
5/22/2025WBI Investments LLC62,989$3.24M0.9%-44.5%0.095%
5/21/2025MBL 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%
5/20/2025Belpointe 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%
5/16/20251 North Wealth Services LLC116,552$6.00M2.8%-5.0%0.175%
5/15/2025Focus 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%
5/14/2025Freedom 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%
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%
5/12/2025One Degree Advisors Inc10,998$565K0.2%+50.2%0.017%
5/9/2025WealthShield Partners LLC37,406$1.93M0.2%-0.6%0.056%
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5/9/2025Atria 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%
5/9/2025PNC Financial Services Group Inc.20,168$1.04M0.0%+5.8%0.030%
5/8/2025SPC Financial Inc.126,075$6.49M0.6%+5.1%0.189%
5/8/2025MONECO Advisors LLC193,065$9.93M1.0%+4.9%0.290%
5/8/2025Harbour Investments Inc.53,077$2.73M0.1%+97.3%0.080%
5/8/2025Geneos Wealth Management Inc.286,752$14.75M0.4%-15.3%0.431%
5/7/2025Maridea Wealth Management LLC5,144$265K0.1%-60.4%0.008%
5/7/2025LPL Financial LLC4,819,492$247.96M0.1%+38.2%7.236%
5/6/2025Pacer Advisors Inc.209,644$10.79M0.0%-0.1%0.330%
5/6/2025MY Wealth Management Inc.174,933$9M8.7%+23.8%0.276%
5/6/2025Assetmark Inc.2,604$134K0.0%+128.8%0.004%
5/6/2025Cetera Investment Advisers1,274,832$65.59M0.1%+3.1%2.009%
5/6/2025Avantax Advisory Services Inc.356,197$18.33M0.1%+10.3%0.561%
5/6/2025Strategic Financial Partners Ltd.21,744$1.12M0.6%-1.2%0.034%
5/6/2025PFG Advisors224,733$11.56M0.6%+8.5%0.354%
5/5/2025Lunt Capital Management Inc.43,128$2.22M0.8%+5.0%0.068%
5/5/2025J.W. Cole Advisors Inc.173,937$8.95M0.3%+61.2%0.274%
5/5/2025WNY Asset Management LLC6,218$320K0.0%+60.8%0.010%
5/5/2025IFP Advisors Inc5,550$286K0.0%+72.7%0.009%
5/5/2025OneAscent Financial Services LLC11,668$600K0.0%+90.6%0.018%
5/5/2025Calton & Associates Inc.43,101$2.22M0.3%+54.7%0.068%
5/5/2025Kestra Private Wealth Services LLC39,111$2.01M0.0%+19.7%0.062%
5/5/2025Private Advisor Group LLC177,763$9.15M0.1%+13.4%0.280%
5/2/2025Independent Wealth Network Inc.8,726$449K0.2%-4.5%0.014%
5/2/2025Apollon Wealth Management LLC12,210$628K0.0%+14.0%0.019%
5/2/2025Sigma Planning Corp15,024$773K0.0%-1.8%0.024%
5/1/2025Curtis Advisory Group LLC75,745$3.90M1.1%+42.5%0.119%
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%
4/29/2025Envestnet Asset Management Inc.1,070,076$55.06M0.0%+16.9%1.686%
4/29/2025Meridian Investment Counsel Inc.12,000$617K0.2%-9.1%0.019%
4/29/2025Concurrent Investment Advisors LLC67,939$3.50M0.1%+41.2%0.107%
4/29/2025World Investment Advisors11,292$581K0.0%+3.4%0.018%
4/29/2025Capital Investment Advisory Services LLC44,332$2.28M0.2%N/A0.070%
4/29/2025Silver Oak Securities Incorporated16,442$843K0.1%+15.6%0.026%
4/28/2025D.A. Davidson & CO.151,817$7.81M0.1%+28.7%0.239%
4/28/2025Private Trust Co. NA23,558$1.21M0.1%+3.3%0.037%
4/28/2025DAVENPORT & Co LLC331,205$17.04M0.1%+7.1%0.522%
4/28/2025Clear Creek Financial Management LLC13,983$719K0.1%+112.5%0.022%
4/25/2025Saxon Interests Inc.16,794$864K0.4%+30.5%0.026%
4/25/2025Ameritas Advisory Services LLC5,666$299K0.0%+5.1%0.009%
4/24/2025Golden State Wealth Management LLC8,025$413K0.1%+8.5%0.013%
4/24/2025Money Concepts Capital Corp7,934$408K0.0%-69.6%0.013%
4/23/2025Western Wealth Management LLC14,847$764K0.1%+6.2%0.023%
4/23/2025Creative Financial Designs Inc. ADV42,561$2.19M0.2%+7.5%0.067%
4/23/2025Tyche Wealth Partners LLC233,120$11.99M2.6%+1.9%0.367%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
4/23/2025Ferguson Shapiro LLC1,365,533$70.26M26.2%+3.6%2.152%
4/23/2025Golden State Wealth Management LLC16,048$826K0.1%+117.0%0.025%
4/23/2025Golden State Equity Partners11,145$573K0.1%-6.8%0.018%
4/23/2025Financial Enhancement Group LLC267,545$12.99M2.0%+24.1%0.422%
4/23/2025International Assets Investment Management LLC13,903$715K0.0%-2.2%0.022%
4/23/2025Sheets Smith Wealth Management29,205$1.50M0.2%N/A0.046%
4/23/2025Mascagni Wealth Management Inc.5,179$277K0.3%-9.6%0.008%
4/23/2025Oppenheimer & Co. Inc.28,629$1.47M0.0%+1.5%0.045%
4/22/2025Cambridge Investment Research Advisors Inc.926,645$47.68M0.2%+2.2%1.460%
4/22/2025Aspire Capital Advisors LLC58,055$2.99M0.9%N/A0.091%
(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, 251 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 206 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 ($622.12K), and International Assets Investment Management LLC ($573.12K).

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

Institutional investors have bought a total of 12,119,838 shares in the last 24 months. This purchase volume represents approximately $633.80M in transactions.

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

Of the 87 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: Geneos Wealth Management Inc. ($193.30K), American Planning Services Inc. ($179.84K), HighTower Advisors LLC ($147.47K), WBI Investments LLC ($80.26K), Wealth Enhancement Advisory Services LLC ($56.44K), Ferguson Shapiro LLC ($31.70K), and B. Riley Wealth Advisors Inc. ($30.07K).

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

Institutional investors have sold a total of 1,107,214 shares in the last 24 months. This volume of shares sold represents approximately $56.92M in transactions.


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This page (BATS:PTLC) was last updated on 7/8/2025 by MarketBeat.com Staff
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