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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$52.92 -0.19 (-0.36%)
Closing price 08/22/2025 03:59 PM Eastern
Extended Trading
$52.96 +0.05 (+0.09%)
As of 08/22/2025 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)
185
Total
Institutional Inflows
(last 12 months)
$756.40M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$284.20M
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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
8/18/2025 Geneos Wealth Management Inc.276,861$14.05M0.3%+40.8%0.423%
8/15/2025 Orion Porfolio Solutions LLC22,200$1.13M0.0%+11.5%0.034%
8/15/2025 MML Investors Services LLC414,161$21.02M0.1%-31.9%0.633%
8/15/2025 IHT Wealth Management LLC9,180$466K0.0%-7.9%0.014%
8/15/2025 Benjamin Edwards Inc.4,100$208K0.0%N/A0.006%
8/15/2025 Bank of America Corp DE6,163,263$312.85M0.0%+0.2%9.417%
8/15/2025 Ameriprise Financial Inc.204,737$10.39M0.0%-83.6%0.313%
8/14/2025 Vienna Asset Management LLC108,772$5.52M3.8%+36.1%0.166%
8/14/2025 Camarda Financial Advisors LLC24,905$1.26M0.5%+7.5%0.038%
8/14/2025 Jane Street Group LLC31,663$1.61M0.0%N/A0.048%
8/14/2025 Raymond James Financial Inc.2,428,000$123.25M0.0%-15.2%3.710%
8/14/2025 Napa Wealth Management45,680$2.32M1.1%N/A0.070%
8/14/2025 Heritage Wealth Management Inc.4,225$214K0.1%+7.6%0.006%
8/14/2025 NewEdge Advisors LLC288,673$14.65M0.1%+115.8%0.441%
8/13/2025 StoneX Group Inc.23,639$1.20M0.1%+29.0%0.036%
8/13/2025 Gateway Wealth Partners LLC4,661$237K0.0%-5.1%0.007%
8/13/2025 Baird Financial Group Inc.8,060$409K0.0%-31.3%0.012%
8/13/2025 JBR Co Financial Management Inc12,815$650K0.3%-25.4%0.020%
8/13/2025 WCG Wealth Advisors LLC18,428$935K0.1%-6.2%0.028%
8/13/2025 Fisher Asset Management LLC4,788$243K0.0%N/A0.007%
8/13/2025 Level Four Advisory Services LLC392,514$19.92M0.7%+0.6%0.600%
8/13/2025 Northwestern Mutual Wealth Management Co.656,302$33.31M0.0%+7.6%1.003%
8/13/2025 Safe Harbor Fiduciary LLC61,798$3.14M2.9%N/A0.094%
8/12/2025 J.W. Cole Advisors Inc.197,321$10.02M0.2%+13.4%0.301%
8/12/2025 Financial Advocates Investment Management107,544$5.46M0.4%-6.1%0.164%
8/12/2025 Steward Partners Investment Advisory LLC162,752$8.26M0.1%+8.5%0.249%
8/12/2025 Insigneo Advisory Services LLC11,723$595K0.1%-9.4%0.018%
8/12/2025 Global Retirement Partners LLC61,976$3.15M0.1%N/A0.095%
8/12/2025 Meridian Wealth Advisors LLC204,372$10.37M1.6%-0.9%0.312%
8/12/2025 Sfmg LLC2,247,421$114.08M8.6%N/A3.434%
8/12/2025 JPMorgan Chase & Co.2,910$148K0.0%-98.0%0.004%
8/12/2025 PKS Advisory Services LLC37,691$1.91M0.5%-5.7%0.058%
8/11/2025 Perennial Investment Advisors LLC35,790$1.82M0.2%-10.7%0.055%
8/11/2025 Inspire Advisors LLC5,420$275K0.0%-14.0%0.008%
8/11/2025 Invenio Wealth Partners LLC229,067$11.63M4.6%+156.9%0.350%
8/11/2025 WBI Investments LLC62,439$3.17M0.8%-0.9%0.095%
8/11/2025 Western Wealth Management LLC14,582$740K0.0%-1.8%0.022%
8/8/2025 Rockefeller Capital Management L.P.210,644$10.69M0.0%-1.1%0.322%
8/8/2025 Avantax Advisory Services Inc.466,086$23.66M0.1%+30.9%0.712%
8/8/2025 Thoroughbred Financial Services LLC11,193$568K0.0%-86.7%0.017%
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8/8/2025 Cetera Investment Advisers1,144,585$58.10M0.1%-10.2%1.749%
8/8/2025 Creative Planning160,322$8.14M0.0%+7.4%0.245%
8/8/2025 WealthShield Partners LLC34,206$1.74M0.2%-8.6%0.052%
8/8/2025 PNC Financial Services Group Inc.19,058$967K0.0%-5.5%0.029%
8/7/2025 CENTRAL TRUST Co49,627$2.52M0.1%-24.0%0.076%
8/7/2025 Allworth Financial LP8,134$413K0.0%+17.3%0.012%
8/7/2025 PFG Advisors64,150$3.26M0.1%-71.5%0.098%
8/6/2025 Prospera Financial Services Inc22,095$1.12M0.0%+1.0%0.034%
8/6/2025 Carnegie Lake Advisors LLC8,654$439K0.2%N/A0.013%
8/6/2025 Soltis Investment Advisors LLC80,282$4.08M0.3%+1.9%0.123%
8/6/2025 Mascagni Wealth Management Inc.4,724$240K0.2%-8.8%0.007%
8/6/2025 Golden State Wealth Management LLC8,616$437K0.1%+7.4%0.013%
8/6/2025 Commonwealth Equity Services LLC1,414,973$71.82M0.1%-2.9%2.162%
8/5/2025 Optivise Advisory Services LLC42,974$2.18M1.1%+11.7%0.066%
8/5/2025 Sigma Planning Corp15,645$794K0.0%+4.1%0.024%
8/5/2025 Strategic Financial Concepts LLC4,814$244K0.0%N/A0.007%
8/5/2025 Beam Wealth Advisors Inc.43,890$2.23M0.7%+2.8%0.067%
8/4/2025 Integrity Alliance LLC.29,573$1.50M0.1%-40.3%0.045%
8/4/2025 Creative Financial Designs Inc. ADV47,548$2.41M0.2%+11.7%0.073%
8/4/2025 Atria Investments Inc24,249$1.23M0.0%+33.5%0.037%
8/4/2025 Assetmark Inc.1,779$90K0.0%-31.7%0.003%
8/4/2025 Mayflower Financial Advisors LLC8,308$422K0.1%-10.5%0.013%
8/4/2025 WNY Asset Management LLC7,000$355K0.0%+12.6%0.011%
8/1/2025 Ferguson Shapiro LLC8,124$412K0.1%-99.4%0.012%
8/1/2025 Y Intercept Hong Kong Ltd4,579$232K0.0%N/A0.007%
8/1/2025 Koss Olinger Consulting LLC581,367$29.51M2.4%-4.1%0.888%
8/1/2025 Schmidt P J Investment Management Inc.18,720$950K0.2%-8.5%0.029%
8/1/2025 Envestnet 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%
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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%
(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 218 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 14,523,119 shares in the last 24 months. This purchase volume represents approximately $756.40M in transactions.

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

Of the 112 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 5,594,250 shares in the last 24 months. This volume of shares sold represents approximately $284.20M in transactions.


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This page (BATS:PTLC) was last updated on 8/23/2025 by MarketBeat.com Staff
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