Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

$45.91
-0.23 (-0.50%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Large Cap ETF (BATS:PTLC)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$201.49M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$112.69M
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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
4/26/2024MONECO Advisors LLC140,834$6.72M1.1%+2.6%0.248%
4/25/2024Eudaimonia Partners LLC8,790$419K0.1%-18.9%0.015%
4/25/2024 Cambridge Investment Research Advisors Inc.601,490$28.70M0.1%+4.0%1.060%
4/24/2024 Private Trust Co. NA22,410$1.07M0.1%+4.7%0.039%
4/24/2024 Spire Wealth Management10,691$510K0.0%-3.6%0.019%
4/23/2024 Lunt Capital Management Inc.30,911$1.48M0.7%+29.5%0.054%
4/23/2024 Global Retirement Partners LLC49,329$2.35M0.1%+9.4%0.087%
4/23/2024 Tyche Wealth Partners LLC215,139$10.27M2.5%-8.1%0.379%
4/23/2024 Clarus Group Inc.51,982$2.48M1.7%+0.7%0.092%
4/23/2024 Raymond James Financial Services Advisors Inc.1,520,275$72.55M0.1%-2.8%2.679%
4/22/2024 Oakworth Capital Inc.4,560$218K0.0%-27.2%0.008%
4/22/2024 Raymond James & Associates723,098$34.51M0.0%-0.3%1.274%
4/22/2024 MBL Wealth LLC264,067$12.60M1.4%+0.3%0.465%
4/22/2024 American Institute for Advanced Investment Management LLP28,045$1.34M1.1%-3.0%0.049%
4/19/2024 Advisor Resource Council32,883$1.57M0.6%-18.2%0.058%
4/19/2024 Westside Investment Management Inc.3,750$179K0.0%-6.3%0.007%
4/18/2024 Silverlake Wealth Management LLC9,803$468K0.2%-3.7%0.017%
4/18/2024 ADE LLC34,950$1.67M1.1%+2.3%0.062%
4/16/2024Kathmere Capital Management LLC40,212$1.92M0.2%-8.7%0.071%
4/16/2024 Calton & Associates Inc.14,486$691K0.3%N/A0.026%
4/16/2024 Capital Asset Advisory Services LLC28,634$1.36M0.1%-7.2%0.050%
4/15/2024 Sovereign Financial Group Inc.16,976$810K0.2%+40.4%0.030%
4/15/2024 Brookstone Capital Management10,167$485K0.0%+3.2%0.018%
4/15/2024 Financial Enhancement Group LLC223,569$10.42M1.7%-3.7%0.394%
4/12/2024 Whitaker Myers Wealth Managers LTD.73,466$3.51M1.5%+0.6%0.129%
4/11/2024 International Assets Investment Management LLC13,216$630K0.0%+30.0%0.025%
4/10/2024 Ferguson Shapiro LLC600,239$28.64M13.2%-16.1%1.131%
4/10/2024 Park Avenue Securities LLC4,641$221K0.0%N/A0.009%
4/10/2024 EWG Elevate Inc.23,693$1.13M0.4%+2.0%0.045%
4/9/2024 Welch Group LLC20,807$993K0.0%-6.8%0.039%
3/15/2024B. Riley Wealth Advisors Inc.33,284$1.46M0.0%-33.7%0.063%
3/13/2024MONECO Advisors LLC137,209$5.94M1.1%+6.5%0.259%
2/21/2024WNY Asset Management LLC10,479$453K0.1%+28.9%0.020%
2/15/2024Comerica Bank34,625$1.50M0.0%-1.6%0.065%
2/14/2024CFS Investment Advisory Services LLC1,895,645$82.03M14.8%+0.8%3.573%
2/13/2024Cetera Advisor Networks LLC414,004$17.91M0.1%-4.5%0.780%
2/13/2024Oppenheimer & Co. Inc.27,275$1.18M0.0%-4.8%0.051%
2/13/2024SWS Partners4,962$215K0.1%N/A0.009%
2/12/2024StoneX Group Inc.19,236$842K0.1%-1.5%0.036%
2/12/2024Stifel Financial Corp289,492$12.53M0.0%+6.5%0.546%
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2/12/2024Steward Partners Investment Advisory LLC228,806$9.90M0.1%+2.7%0.431%
2/9/2024 Cambridge Investment Research Advisors Inc.578,426$25.03M0.1%+24.5%1.090%
2/9/2024WBI Investments LLC195,746$8.47M1.7%-9.9%0.369%
2/9/2024EverSource Wealth Advisors LLC2,229$96K0.0%+873.4%0.004%
2/9/2024D.A. Davidson & CO.13,910$602K0.0%-6.5%0.026%
2/9/2024Wells Fargo & Company MN2,543,424$110.05M0.0%+6.3%4.794%
2/9/2024UBS Group AG1,422,705$61.56M0.0%-3.0%2.682%
2/8/2024Level Four Advisory Services LLC348,900$15.10M0.8%-4.3%0.658%
2/8/2024Financial Advocates Investment Management102,304$4.45M0.3%+2.1%0.193%
2/8/2024Eudaimonia Partners LLC10,835$469K0.1%-56.6%0.020%
2/8/2024Janney Montgomery Scott LLC40,818$1.77M0.0%+11.0%0.077%
2/7/2024Avantax Advisory Services Inc.237,147$10.26M0.1%+149.9%0.447%
2/7/2024Envestnet Portfolio Solutions Inc.9,045$391K0.0%+50.9%0.017%
2/7/2024American Planning Services Inc.462,002$19.99M15.3%+0.5%0.871%
2/6/2024Meridian Wealth Advisors LLC205,749$8.90M1.9%-0.3%0.388%
2/6/2024 Sovereign Financial Group Inc.12,092$523K0.2%+58.1%0.023%
2/6/2024Apollon Wealth Management LLC14,415$624K0.0%N/A0.027%
2/6/2024Lincoln National Corp20,623$892K0.0%-13.6%0.039%
2/6/2024Private Advisor Group LLC123,714$5.35M0.0%-2.5%0.233%
2/6/2024Avalon Trust Co4,339$188K0.0%N/A0.008%
2/6/2024Axxcess Wealth Management LLC30,864$1.34M0.0%-1.9%0.058%
2/6/2024Commonwealth Equity Services LLC1,193,514$51.64M0.1%+3.3%2.250%
2/5/2024MONECO Advisors LLC137,674$5.96M1.1%+6.9%0.260%
2/2/2024Golden State Equity Partners16,557$716K0.2%-33.0%0.031%
2/2/2024Truist Financial Corp255,124$11.04M0.0%+16.6%0.481%
2/2/2024Sound Financial Strategies Group LLC771$33K0.0%-96.3%0.001%
2/2/2024Atria Wealth Solutions Inc.355,400$15.52M0.2%+5.6%0.670%
2/2/2024Magnolia Capital Advisors LLC88,485$3.96M2.9%+1.9%0.167%
2/1/2024Gimbal Financial38,791$1.68M1.7%N/A0.073%
2/1/2024 PSI Advisors LLC2,924$127K0.0%+23.4%0.006%
2/1/2024Sigma Planning Corp57,540$2.49M0.2%-61.4%0.108%
2/1/2024 CWM LLC891$39K0.0%-41.6%0.002%
1/31/2024J.W. Cole Advisors Inc.60,982$2.64M0.2%+2.9%0.115%
1/31/2024Western Wealth Management LLC26,111$1.13M0.1%-17.7%0.049%
1/31/2024 Oakworth Capital Inc.6,261$271K0.0%+301.3%0.012%
1/31/2024Beam Wealth Advisors Inc.32,432$1.40M0.9%+11.7%0.061%
1/30/2024 Tyche Wealth Partners LLC233,975$10.12M2.4%N/A0.441%
1/30/2024Imprint Wealth LLC13,363$585K0.5%+4.2%0.025%
1/30/2024 Lunt Capital Management Inc.23,875$1.03M0.5%-13.3%0.045%
1/29/2024ORG Partners LLC24,755$1.07M0.2%+69.6%0.047%
1/29/2024Curtis Advisory Group LLC26,767$1.16M0.5%N/A0.050%
1/29/2024Schmidt P J Investment Management Inc.7,593$337K0.1%+19.1%0.014%
1/29/2024 Clarus Group Inc.51,608$2.23M1.7%+118.7%0.097%
1/26/2024Soltis Investment Advisors LLC34,791$1.51M0.2%+253.5%0.066%
1/26/2024Geneos Wealth Management Inc.213,950$9.26M0.5%+17.8%0.403%
1/25/2024 International Assets Investment Management LLC10,170$440K0.0%N/A0.019%
1/24/2024 Stratos Wealth Partners LTD.65,316$2.83M0.1%+78.1%0.123%
1/24/2024 Legacy Trust10,903$472K0.1%+42.5%0.021%
1/24/2024 International Assets Investment Management LLC440,067$19.04M0.0%N/A0.830%
1/24/2024 Tempus Wealth Planning LLC9,786$423K0.2%+11.4%0.018%
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1/24/2024 Private Trust Co. NA21,406$926K0.1%+8.1%0.040%
1/24/2024Clear Creek Financial Management LLC13,270$574K0.1%-25.9%0.025%
1/23/2024WealthShield Partners LLC37,904$1.66M0.3%-10.2%0.071%
1/23/2024DAVENPORT & Co LLC166,386$7.20M0.0%+283.0%0.314%
1/22/2024 Silverlake Wealth Management LLC10,178$440K0.2%+6.5%0.019%
1/19/2024 Fifth Third Bancorp2,526$109K0.0%N/A0.005%
1/19/2024PFG Advisors141,792$6.14M0.5%+2.6%0.267%
1/19/2024Patriot Financial Group Insurance Agency LLC10,818$468K0.1%-4.0%0.020%
1/18/2024 Strategic Financial Concepts LLC5,997$259K0.2%-19.5%0.011%
1/18/2024 Financial Enhancement Group LLC232,105$9.99M1.8%+3.9%0.438%
(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, 176 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 ($271.60M), Wells Fargo & Company MN ($110.05M), LPL Financial LLC ($96.42M), CFS Investment Advisory Services LLC ($82.03M), Raymond James Financial Services Advisors Inc. ($72.55M), Advisor Group Holdings Inc. ($63.28M), and Osaic Holdings Inc. ($62.89M).Learn more on PTLC's institutional investors.

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

Of the 147 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: CFS Investment Advisory Services LLC ($141.47M), Koss Olinger Consulting LLC ($1.08M), UBS Group AG ($812.70K), Raymond James Financial Services Advisors Inc. ($794.57K), Ferguson Shapiro LLC ($715.33K), International Assets Investment Management LLC ($661.14K), and Wells Fargo & Company MN ($553.88K).

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

Institutional investors have bought a total of 154,045,533 shares in the last 24 months. This purchase volume represents approximately $5.91B in transactions.

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

Of the 112 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: CFS Investment Advisory Services LLC ($72.51M), Raymond James Financial Services Advisors Inc. ($1.13M), UBS Group AG ($892.90K), Koss Olinger Consulting LLC ($500.12K), Commonwealth Equity Services LLC ($308.95K), Sigma Planning Corp ($286.84K), and Bank of America Corp DE ($224.27K).

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

Institutional investors have sold a total of 78,554,335 shares in the last 24 months. This volume of shares sold represents approximately $2.96B in transactions.


This page (BATS:PTLC) was last updated on 4/26/2024 by MarketBeat.com Staff

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