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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$53.72 +0.61 (+1.15%)
Closing price 10/10/2025 03:59 PM Eastern
Extended Trading
$53.70 -0.02 (-0.03%)
As of 10/10/2025 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)
184
Total
Institutional Inflows
(last 12 months)
$733.35M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$283.71M
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Skip Chart & View Institutional Buying and Selling Data

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
10/10/2025Cyndeo Wealth Partners LLC4,529$248K0.0%-4.3%0.007%
10/9/2025 Financial Enhancement Group LLC158,301$8.77M1.2%-1.3%0.242%
10/2/2025 Capital Asset Advisory Services LLC9,554$523K0.0%-53.7%0.015%
9/4/2025Osaic Holdings Inc.1,335,894$67.81M0.1%+21.0%2.041%
8/27/2025Orion Porfolio Solutions LLC22,200$1.13M0.0%+11.5%0.034%
8/18/2025Geneos Wealth Management Inc.276,861$14.05M0.3%+40.8%0.423%
8/15/2025Orion Porfolio Solutions LLC22,200$1.13M0.0%+11.5%0.034%
8/15/2025MML Investors Services LLC414,161$21.02M0.1%-31.9%0.633%
8/15/2025IHT Wealth Management LLC9,180$466K0.0%-7.9%0.014%
8/15/2025Benjamin Edwards Inc.4,100$208K0.0%N/A0.006%
8/15/2025Bank of America Corp DE6,163,263$312.85M0.0%+0.2%9.417%
8/15/2025Ameriprise Financial Inc.204,737$10.39M0.0%-83.6%0.313%
8/14/2025Vienna Asset Management LLC108,772$5.52M3.8%+36.1%0.166%
8/14/2025Camarda Financial Advisors LLC24,905$1.26M0.5%+7.5%0.038%
8/14/2025Jane Street Group LLC31,663$1.61M0.0%N/A0.048%
8/14/2025Raymond James Financial Inc.2,428,000$123.25M0.0%-15.2%3.710%
8/14/2025Napa Wealth Management45,680$2.32M1.1%N/A0.070%
8/14/2025Heritage Wealth Management Inc.4,225$214K0.1%+7.6%0.006%
8/14/2025NewEdge Advisors LLC288,673$14.65M0.1%+115.8%0.441%
8/13/2025StoneX Group Inc.23,639$1.20M0.1%+29.0%0.036%
8/13/2025Gateway Wealth Partners LLC4,661$237K0.0%-5.1%0.007%
8/13/2025Baird Financial Group Inc.8,060$409K0.0%-31.3%0.012%
8/13/2025JBR Co Financial Management Inc12,815$650K0.3%-25.4%0.020%
8/13/2025WCG Wealth Advisors LLC18,428$935K0.1%-6.2%0.028%
8/13/2025Fisher Asset Management LLC4,788$243K0.0%N/A0.007%
8/13/2025Level Four Advisory Services LLC392,514$19.92M0.7%+0.6%0.600%
8/13/2025Northwestern Mutual Wealth Management Co.656,302$33.31M0.0%+7.6%1.003%
8/13/2025Safe Harbor Fiduciary LLC61,798$3.14M2.9%N/A0.094%
8/12/2025J.W. Cole Advisors Inc.197,321$10.02M0.2%+13.4%0.301%
8/12/2025Financial Advocates Investment Management107,544$5.46M0.4%-6.1%0.164%
8/12/2025Steward Partners Investment Advisory LLC162,752$8.26M0.1%+8.5%0.249%
8/12/2025Insigneo Advisory Services LLC11,723$595K0.1%-9.4%0.018%
8/12/2025Global Retirement Partners LLC61,976$3.15M0.1%N/A0.095%
8/12/2025Meridian Wealth Advisors LLC204,372$10.37M1.6%-0.9%0.312%
8/12/2025Sfmg LLC2,247,421$114.08M8.6%N/A3.434%
8/12/2025JPMorgan Chase & Co.2,910$148K0.0%-98.0%0.004%
8/12/2025PKS Advisory Services LLC37,691$1.91M0.5%-5.7%0.058%
8/11/2025Perennial Investment Advisors LLC35,790$1.82M0.2%-10.7%0.055%
8/11/2025Inspire Advisors LLC5,420$275K0.0%-14.0%0.008%
8/11/2025Invenio Wealth Partners LLC229,067$11.63M4.6%+156.9%0.350%
8/11/2025WBI Investments LLC62,439$3.17M0.8%-0.9%0.095%
8/11/2025Western Wealth Management LLC14,582$740K0.0%-1.8%0.022%
8/8/2025Rockefeller Capital Management L.P.210,644$10.69M0.0%-1.1%0.322%
8/8/2025Avantax Advisory Services Inc.466,086$23.66M0.1%+30.9%0.712%
8/8/2025Thoroughbred Financial Services LLC11,193$568K0.0%-86.7%0.017%
8/8/2025Cetera Investment Advisers1,144,585$58.10M0.1%-10.2%1.749%
8/8/2025Creative Planning160,322$8.14M0.0%+7.4%0.245%
8/8/2025WealthShield Partners LLC34,206$1.74M0.2%-8.6%0.052%
8/8/2025PNC Financial Services Group Inc.19,058$967K0.0%-5.5%0.029%
8/7/2025CENTRAL TRUST Co49,627$2.52M0.1%-24.0%0.076%
8/7/2025Allworth Financial LP8,134$413K0.0%+17.3%0.012%
8/7/2025PFG Advisors64,150$3.26M0.1%-71.5%0.098%
8/6/2025Prospera Financial Services Inc22,095$1.12M0.0%+1.0%0.034%
8/6/2025Carnegie Lake Advisors LLC8,654$439K0.2%N/A0.013%
8/6/2025Soltis Investment Advisors LLC80,282$4.08M0.3%+1.9%0.123%
8/6/2025Mascagni Wealth Management Inc.4,724$240K0.2%-8.8%0.007%
8/6/2025Golden State Wealth Management LLC8,616$437K0.1%+7.4%0.013%
8/6/2025Commonwealth Equity Services LLC1,414,973$71.82M0.1%-2.9%2.162%
8/5/2025Optivise Advisory Services LLC42,974$2.18M1.1%+11.7%0.066%
8/5/2025Sigma Planning Corp15,645$794K0.0%+4.1%0.024%
8/5/2025Strategic Financial Concepts LLC4,814$244K0.0%N/A0.007%
8/5/2025Beam Wealth Advisors Inc.43,890$2.23M0.7%+2.8%0.067%
8/4/2025Integrity Alliance LLC.29,573$1.50M0.1%-40.3%0.045%
8/4/2025Creative Financial Designs Inc. ADV47,548$2.41M0.2%+11.7%0.073%
8/4/2025Atria Investments Inc24,249$1.23M0.0%+33.5%0.037%
8/4/2025Assetmark Inc.1,779$90K0.0%-31.7%0.003%
8/4/2025Mayflower Financial Advisors LLC8,308$422K0.1%-10.5%0.013%
8/4/2025WNY Asset Management LLC7,000$355K0.0%+12.6%0.011%
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%
7/31/2025Focus Partners Advisor Solutions LLC14,448$733K0.0%-26.2%0.022%
7/30/2025Freedom Investment Management Inc.22,070$1.12M0.1%+5.4%0.034%
7/30/2025D.A. Davidson & CO.45,278$2.30M0.0%-70.2%0.069%
7/30/2025Gimbal Financial50,403$2.56M1.6%-36.9%0.077%
7/29/2025International Assets Investment Management LLC13,329$677K0.0%-4.1%0.020%
7/29/2025Stratos Wealth Partners LTD.85,962$4.36M0.1%-25.0%0.131%
7/29/2025Private Trust Co. NA25,821$1.31M0.1%+9.6%0.039%
7/28/2025Lunt Capital Management Inc.43,390$2.20M0.8%+0.6%0.066%
7/28/2025Harbour Investments Inc.67,984$3.45M0.1%+28.1%0.104%
7/28/2025Axxcess Wealth Management LLC20,657$1.05M0.0%-33.2%0.032%
7/25/2025Atria Wealth Solutions Inc.50,306$2.55M0.1%-85.4%0.077%
7/25/2025Envestnet Portfolio Solutions Inc.32,395$1.64M0.0%-2.4%0.049%
7/25/2025SPC Financial Inc.142,676$7.24M0.6%+13.2%0.218%
7/25/2025CWM LLC1,857$94K0.0%+56.3%0.003%
7/25/2025Concurrent Investment Advisors LLC133,377$6.77M0.1%+96.3%0.204%
7/25/2025One Degree Advisors Inc31,522$1.60M0.6%+186.6%0.048%
7/24/2025Invictus Private Wealth LLC6,200$315K0.0%N/A0.009%
7/24/2025Fourpath Capital Management LLC164,362$8.34M1.3%+1.1%0.251%
7/24/2025Cyndeo Wealth Partners LLC4,734$240K0.0%N/A0.007%
7/24/2025Blair William & Co. IL3,829$194K0.0%-66.3%0.006%
7/23/20251 North Wealth Services LLC142,721$7.25M2.9%+22.5%0.218%
7/23/2025Tyche Wealth Partners LLC248,400$12.61M2.5%+6.6%0.380%
7/23/2025Tcfg Wealth Management LLC11,917$605K0.3%-6.0%0.018%
7/22/2025Belpointe Asset Management LLC4,186$212K0.0%-35.0%0.006%
7/22/2025DAVENPORT & Co LLC142,650$7.24M0.0%-56.9%0.218%
7/22/2025MBL Wealth LLC305,577$15.51M1.5%-13.7%0.467%
7/22/2025Wealthcare Advisory Partners LLC34,451$1.75M0.0%+18.8%0.053%
(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, 257 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 ($312.85M), LPL Financial LLC ($247.96M), Wells Fargo & Company MN ($132.46M), Raymond James Financial Inc. ($123.25M), Sfmg LLC ($114.08M), CFS Investment Advisory Services LLC ($105.99M), and Raymond James Financial Services Advisors Inc. ($76.31M).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 219 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), Sfmg LLC ($2.25M), LPL Financial LLC ($1.84M), Ferguson Shapiro LLC ($1.51M), Ameriprise Financial Inc. ($1.10M), Cetera Investment Advisers ($1.05M), and Koss Olinger Consulting LLC ($614.16K).

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

Institutional investors have bought a total of 14,092,577 shares in the last 24 months. This purchase volume represents approximately $733.35M in transactions.

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

Of the 108 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), Ameriprise Financial Inc. ($1.04M), Raymond James Financial Inc. ($436.86K), Atria Wealth Solutions Inc. ($294.46K), Envestnet Asset Management Inc. ($284.23K), MML Investors Services LLC ($193.81K), and Geneos Wealth Management Inc. ($193.30K).

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

Institutional investors have sold a total of 5,578,948 shares in the last 24 months. This volume of shares sold represents approximately $283.43M in transactions.


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This page (BATS:PTLC) was last updated on 10/11/2025 by MarketBeat.com Staff
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