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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$48.82 -4.29 (-8.07%)
Closing price 03:59 PM Eastern
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$48.87 +0.05 (+0.10%)
As of 04:04 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)
$633.52M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$55.97M
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PTLC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Large Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Nova Wealth Management Inc.4,076$210K0.2%+205.3%0.006%
5/22/2025 WBI Investments LLC62,989$3.24M0.9%-44.5%0.095%
5/21/2025 MBL Wealth LLC354,257$18.23M1.8%+1.3%0.532%
5/21/2025 Geneos Wealth Management Inc.196,669$10.12M0.3%-41.9%0.295%
5/21/2025 Schmidt 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%
5/20/2025 Integrity Alliance LLC.49,509$2.55M0.1%N/A0.074%
5/16/2025 Goldman Sachs Group Inc.16,147$831K0.0%+8.7%0.024%
5/16/2025 NewEdge Advisors LLC133,740$6.88M0.0%+2.6%0.201%
5/16/2025 Integrated 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%
5/15/2025 Royal Bank of Canada830,522$42.73M0.0%+19.3%1.247%
5/15/2025 Calton & Associates Inc.37,681$1.94M0.4%+35.2%0.057%
5/15/2025 Titleist Asset Management LLC117,377$6.04M0.7%N/A0.176%
5/15/2025 Baird Financial Group Inc.11,734$604K0.0%+74.3%0.018%
5/14/2025 CreativeOne Wealth LLC9,885$509K0.0%+2.7%0.015%
5/14/2025 PKS Advisory Services LLC39,952$2.06M0.6%+41.0%0.060%
5/14/2025 Comerica 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%
5/14/2025 Synovus Financial Corp8,831$454K0.0%+59.4%0.013%
5/14/2025 Northwestern Mutual Wealth Management Co.609,996$31.38M0.0%+3.5%0.916%
5/14/2025 Kestra Advisory Services LLC389,249$20.03M0.1%+1.6%0.584%
5/14/2025 OFC Financial Planning LLC76,563$3.94M4.5%-1.2%0.115%
5/14/2025 Ameriprise Financial Inc.1,248,954$64.25M0.0%+654.2%1.875%
5/14/2025 Level Four Advisory Services LLC390,246$20.08M0.8%+1.0%0.586%
5/13/2025 Steward Partners Investment Advisory LLC149,995$7.72M0.1%+1.7%0.225%
5/13/2025 Raymond James Financial Inc.2,864,864$147.40M0.1%+17.5%4.302%
5/13/2025 Nations Financial Group Inc. IA ADV4,543$234K0.0%N/A0.007%
5/13/2025 EverSource Wealth Advisors LLC10,551$543K0.0%+355.0%0.016%
5/13/2025 HighTower Advisors LLC33,266$1.71M0.0%-81.6%0.050%
5/12/2025 SouthState Corp2,715$140K0.0%N/A0.004%
5/12/2025 Koss Olinger Consulting LLC606,355$31.20M2.6%+0.7%0.910%
5/12/2025 Beam 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%
5/9/2025 WealthShield 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%
5/9/2025 Thoroughbred Financial Services LLC84,447$4.34M0.3%+853.9%0.127%
5/9/2025 Commonwealth Equity Services LLC1,457,052$74.97M0.1%+8.2%2.188%
5/9/2025 PNC Financial Services Group Inc.20,168$1.04M0.0%+5.8%0.030%
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5/8/2025 SPC Financial Inc.126,075$6.49M0.6%+5.1%0.189%
5/8/2025 MONECO Advisors LLC193,065$9.93M1.0%+4.9%0.290%
5/8/2025 Harbour Investments Inc.53,077$2.73M0.1%+97.3%0.080%
5/8/2025 Geneos Wealth Management Inc.286,752$14.75M0.4%-15.3%0.431%
5/7/2025 Maridea Wealth Management LLC5,144$265K0.1%-60.4%0.008%
5/7/2025 LPL Financial LLC4,819,492$247.96M0.1%+38.2%7.236%
5/6/2025 Pacer Advisors Inc.209,644$10.79M0.0%-0.1%0.330%
5/6/2025 MY Wealth Management Inc.174,933$9M8.7%+23.8%0.276%
5/6/2025 Assetmark Inc.2,604$134K0.0%+128.8%0.004%
5/6/2025 Cetera Investment Advisers1,274,832$65.59M0.1%+3.1%2.009%
5/6/2025 Avantax Advisory Services Inc.356,197$18.33M0.1%+10.3%0.561%
5/6/2025 Strategic Financial Partners Ltd.21,744$1.12M0.6%-1.2%0.034%
5/6/2025 PFG Advisors224,733$11.56M0.6%+8.5%0.354%
5/5/2025 Lunt Capital Management Inc.43,128$2.22M0.8%+5.0%0.068%
5/5/2025 J.W. Cole Advisors Inc.173,937$8.95M0.3%+61.2%0.274%
5/5/2025 WNY Asset Management LLC6,218$320K0.0%+60.8%0.010%
5/5/2025 IFP Advisors Inc5,550$286K0.0%+72.7%0.009%
5/5/2025 OneAscent Financial Services LLC11,668$600K0.0%+90.6%0.018%
5/5/2025 Calton & Associates Inc.43,101$2.22M0.3%+54.7%0.068%
5/5/2025 Kestra Private Wealth Services LLC39,111$2.01M0.0%+19.7%0.062%
5/5/2025 Private Advisor Group LLC177,763$9.15M0.1%+13.4%0.280%
5/2/2025 Independent Wealth Network Inc.8,726$449K0.2%-4.5%0.014%
5/2/2025 Apollon Wealth Management LLC12,210$628K0.0%+14.0%0.019%
5/2/2025 Sigma Planning Corp15,024$773K0.0%-1.8%0.024%
5/1/2025 Curtis Advisory Group LLC75,745$3.90M1.1%+42.5%0.119%
4/30/2025 Allworth Financial LP6,937$337K0.0%-3.7%0.011%
4/30/2025 Axxcess Wealth Management LLC30,911$1.59M0.0%+0.7%0.049%
4/30/2025 Silverlake Wealth Management LLC9,450$486K0.2%-3.6%0.015%
4/30/2025 Stratos 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%
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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%
(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, 250 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 PTLC's institutional investors.

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

Of the 205 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. ($2.86M), 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 17,709,050 shares in the last 24 months. This purchase volume represents approximately $876.25M in transactions.

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

Of the 132 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: Geneos Wealth Management Inc. ($196.60K), American Planning Services Inc. ($179.84K), WBI Investments LLC ($154.73K), HighTower Advisors LLC ($147.47K), Ferguson Shapiro LLC ($146.79K), OneAscent Financial Services LLC ($136.08K), and Sigma Planning Corp ($134.58K).

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

Institutional investors have sold a total of 2,511,787 shares in the last 24 months. This volume of shares sold represents approximately $117.29M in transactions.



This page (BATS:PTLC) was last updated on 6/13/2025 by MarketBeat.com Staff
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