Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

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Closing price 09/24/2026 04:10 PM Eastern

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$59.94 +0.01 (+0.01%)

As of 09/24/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 119
Total Institutional Inflows (last 12 months): $154.24M

Number of Institutional Sellers (last 12 months): 115
Total Institutional Outflows (last 12 months): $261.35M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	661,431	$38.54M	0.0%	+1.5%	1.011%
9/9/2026	Integrated Wealth Concepts LLC	35,845	$2.09M	0.0%	+1.9%	0.055%
9/9/2026	NewEdge Advisors LLC	318,441	$18.55M	0.1%	-2.3%	0.487%
9/9/2026	IFP Advisors Inc	31,336	$1.83M	0.0%	+5.2%	0.048%
9/9/2026	Baird Financial Group Inc.	8,595	$501K	0.0%	+8.8%	0.013%
9/2/2026	Citadel Advisors LLC	187,311	$10.91M	0.0%	+179.2%	0.286%
8/23/2026	Hyundai Investments Co. Ltd.	10,806	$624K	0.7%	+4.6%	0.017%
8/23/2026	Ameritas Advisory Services LLC	17,313	$1.01M	0.0%	+13.8%	0.026%
8/22/2026	Concurrent Investment Advisors LLC	89,661	$5.22M	0.0%	-23.7%	0.137%
8/21/2026	XML Financial LLC	9,648	$562K	0.0%	N/A	0.015%
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7/9/2026	Deane Retirement Strategies Inc.	218,676	$12.74M	5.4%	-1.6%	0.334%
7/9/2026	Whitaker Myers Wealth Managers LTD.	48,722	$2.84M	0.5%	+0.9%	0.074%
7/8/2026	Castle Rock Wealth Management LLC	3,739	$217K	0.0%	N/A	0.006%
7/7/2026	Post Resch Tallon Group Inc.	5,750	$335K	0.2%	+5.5%	0.009%
7/7/2026	Financial Enhancement Group LLC	148,672	$8.66M	1.0%	-1.6%	0.227%
6/18/2026	Pacer Advisors Inc.	193,988	$10.18M	0.0%	-1.5%	0.296%
6/3/2026	NewEdge Advisors LLC	325,921	$17.10M	0.1%	-17.3%	0.498%
5/22/2026	WNY Asset Management LLC	6,710	$352K	0.0%	N/A	0.010%
5/19/2026	NewEdge Advisors LLC	274,104	$14.38M	0.3%	-30.4%	0.419%
5/19/2026	Bank of America Corp DE	5,593,072	$293.41M	0.0%	-3.7%	8.546%
5/19/2026	Ashton Thomas Securities LLC	144,071	$7.56M	0.9%	N/A	0.220%
5/19/2026	IFS Group LLC	12,844	$674K	0.6%	N/A	0.020%
5/18/2026	Royal Bank of Canada	606,528	$31.82M	0.0%	-1.2%	0.927%
5/15/2026	Gateway Wealth Partners LLC	5,954	$312K	0.0%	N/A	0.009%
5/13/2026	Cetera Investment Advisers	1,452,586	$76.20M	0.1%	0.0%	2.219%
5/13/2026	Wealthspire Retirement LLC	5,011	$263K	0.0%	-13.6%	0.008%
5/6/2026	Assetmark Inc.	4,199	$220K	0.0%	+14.4%	0.006%
5/6/2026	Independent Financial Group LLC	19,066	$1M	0.0%	N/A	0.029%
5/6/2026	Gaddis Premier Wealth Advisors LLC	105,654	$5.54M	4.1%	+0.8%	0.161%
5/5/2026	D.A. Davidson & CO.	20,972	$1.10M	0.0%	-42.4%	0.032%
5/5/2026	Geneos Wealth Management Inc.	230,818	$12.11M	0.3%	-14.5%	0.353%
5/5/2026	Sanctuary Advisors LLC	88,432	$4.64M	0.0%	+2.0%	0.135%
5/4/2026	Retirement Planning Group LLC	115,766	$6.07M	0.2%	+1,646.4%	0.177%
5/4/2026	Bryn Mawr Trust Advisors LLC	93,491	$4.91M	0.2%	-1.1%	0.143%
5/4/2026	HBW Advisory Services LLC	6,443	$338K	0.0%	+12.7%	0.010%
5/1/2026	Fifth Third Bancorp	27,809	$1.46M	0.0%	N/A	0.042%
5/1/2026	WealthShield Partners LLC	30,757	$1.61M	0.2%	-1.8%	0.047%
4/30/2026	Kestra Advisory Services LLC	325,878	$17.10M	0.1%	-8.6%	0.498%
4/30/2026	Money Concepts Capital Corp	44,846	$2.35M	0.1%	+1.7%	0.069%
4/30/2026	Beam Wealth Advisors Inc.	27,066	$1.42M	0.4%	-53.3%	0.041%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free
4/30/2026	CFS Investment Advisory Services LLC	2,034,543	$112.49M	7.9%	-1.7%	3.109%
4/29/2026	Saxon Interests Inc.	22,625	$1.19M	0.4%	+26.1%	0.035%
4/29/2026	Kiley Juergens Wealth Management LLC	6,543	$343K	0.1%	N/A	0.010%
4/28/2026	Ascentis Independent Advisors	101,891	$5.35M	0.4%	N/A	0.156%
4/27/2026	World Investment Advisors	12,893	$676K	0.0%	+1.4%	0.020%
4/27/2026	Private Advisor Group LLC	188,168	$9.87M	0.0%	+1.7%	0.287%
4/25/2026	Keybank National Association OH	6,223	$326K	0.0%	N/A	0.010%
4/24/2026	Tcfg Wealth Management LLC	21,441	$1.13M	0.4%	-4.0%	0.033%
4/24/2026	American Institute for Advanced Investment Management LLP	14,656	$769K	0.5%	-9.0%	0.022%
4/22/2026	Patriot Financial Group Insurance Agency LLC	20,122	$1.06M	0.1%	+100.9%	0.031%
4/22/2026	Janney Montgomery Scott LLC	56,999	$2.99M	0.0%	-1.6%	0.087%
4/22/2026	Realta Investment Advisors	1,528	$80K	0.0%	+179.9%	0.002%
4/21/2026	Maridea Wealth Management LLC	6,291	$330K	0.0%	-35.3%	0.010%
4/21/2026	Welch Group LLC	13,613	$714K	0.0%	-16.2%	0.021%
4/20/2026	Kestra Private Wealth Services LLC	23,153	$1.22M	0.0%	-25.0%	0.035%
4/20/2026	Financial Enhancement Group LLC	151,070	$8.35M	1.0%	-2.7%	0.231%
4/18/2026	CENTRAL TRUST Co	42,280	$2.22M	0.0%	-3.2%	0.065%
4/17/2026	Sovereign Financial Group Inc.	5,577	$293K	0.1%	-3.3%	0.009%
4/17/2026	Clark Asset Management LLC	11,633	$610K	0.1%	N/A	0.018%
3/17/2026	Rockefeller Capital Management L.P.	198,366	$11.03M	0.0%	-4.7%	0.303%
3/13/2026	World Investment Advisors	12,709	$706K	0.0%	+12.5%	0.019%
3/2/2026	Sankala Group LLC	1,371	$77K	0.1%	N/A	0.002%
2/24/2026	Pacer Advisors Inc.	196,938	$10.95M	0.0%	-13.5%	0.301%
2/19/2026	Axxcess Wealth Management LLC	8,957	$498K	0.0%	-6.2%	0.014%
2/18/2026	Ameriflex Group Inc.	3,516	$195K	0.1%	-50.0%	0.005%
2/18/2026	Mercer Global Advisors Inc. ADV	4,849	$270K	0.0%	+9.7%	0.007%
2/18/2026	Raymond James Financial Inc.	2,173,382	$120.80M	0.0%	-8.9%	3.321%
2/18/2026	Wealthspire Retirement LLC	5,801	$322K	0.0%	N/A	0.009%
2/18/2026	NewEdge Advisors LLC	394,075	$21.90M	0.1%	+33.7%	0.602%
2/18/2026	BNB Wealth Management LLC	4,565	$254K	0.2%	N/A	0.007%
2/18/2026	Align Financial LLC	256,557	$14.26M	0.1%	N/A	0.392%
2/17/2026	Camarda Financial Advisors LLC	23,659	$1.32M	0.5%	-4.6%	0.036%
2/17/2026	Cetera Investment Advisers	1,453,069	$80.76M	0.1%	+1.5%	2.220%
2/17/2026	Equitable Holdings Inc.	19,418	$1.08M	0.0%	-17.0%	0.030%
2/17/2026	Osaic Holdings Inc.	1,109,246	$61.65M	0.1%	-13.6%	1.695%
2/17/2026	Private Advisor Group LLC	185,067	$10.29M	0.0%	-3.2%	0.283%
2/17/2026	&PARTNERS	26,229	$1.46M	0.0%	-31.3%	0.040%
2/17/2026	Royal Bank of Canada	614,027	$34.13M	0.0%	-18.1%	0.938%
2/17/2026	Hyundai Investments Co. Ltd.	6,952	$389K	0.4%	N/A	0.011%
2/16/2026	MML Investors Services LLC	394,977	$21.95M	0.1%	+12.9%	0.603%
2/16/2026	Mariner LLC	22,979	$1.28M	0.0%	+2.7%	0.035%
2/16/2026	Arax Advisory Partners	17,070	$949K	0.0%	N/A	0.026%
2/16/2026	1 North Wealth Services LLC	2,410	$134K	0.0%	-22.0%	0.004%
2/13/2026	Kestra Advisory Services LLC	356,355	$19.81M	0.1%	-0.1%	0.544%
2/13/2026	Inspire Advisors LLC	4,371	$243K	0.0%	-7.5%	0.007%
2/13/2026	Stifel Financial Corp	465,838	$25.89M	0.0%	+11.1%	0.712%
2/13/2026	Magnolia Capital Advisors LLC	78,303	$4.35M	0.9%	+4.2%	0.120%
2/13/2026	Morgan Stanley	3,829,344	$212.84M	0.0%	-3.5%	5.851%
2/13/2026	Invictus Private Wealth LLC	4,815	$268K	0.0%	-14.8%	0.007%
2/13/2026	Ausdal Financial Partners Inc.	8,038	$447K	0.0%	-7.4%	0.012%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free
2/13/2026	Golden State Wealth Management LLC	2,662	$148K	0.0%	-19.0%	0.004%
2/13/2026	Alchemi Wealth LLC	9,718	$540K	0.3%	N/A	0.015%
2/13/2026	Wells Fargo & Company MN	2,305,729	$128.15M	0.0%	-9.3%	3.523%
2/13/2026	Summit Financial LLC	19,323	$1.09M	0.0%	N/A	0.030%
2/12/2026	HRT Financial LP	13,535	$752K	0.0%	N/A	0.021%
2/12/2026	Orion Porfolio Solutions LLC	23,399	$1.30M	0.0%	-0.9%	0.036%
2/12/2026	Commonwealth Equity Services LLC	659,130	$36.63M	0.0%	-44.7%	1.007%
2/12/2026	Ankerstar Wealth LLC	4,800	$270K	0.3%	N/A	0.007%
2/12/2026	StoneX Group Inc.	18,720	$1.05M	0.0%	+3.8%	0.029%
2/12/2026	Steward Partners Investment Advisory LLC	161,048	$8.95M	0.0%	-0.7%	0.246%

PTLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 277 institutional investors and hedge funds held shares of Pacer Trendpilot US Large Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($321.48M), Bank of America Corp DE ($293.41M), Morgan Stanley ($212.84M), Sfmg LLC ($134.11M), Wells Fargo & Company MN ($128.15M), Raymond James Financial Inc. ($120.80M), and CFS Investment Advisory Services LLC ($112.49M).Learn more on Pacer Trendpilot US Large Cap ETF's institutional investors.

Of the 244 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 ($2.31M), LPL Financial LLC ($1.79M), Ameriprise Financial Inc. ($1.10M), Ferguson Shapiro LLC ($796.99K), Merit Financial Group LLC ($431.45K), and NewEdge Advisors LLC ($266.06K).

Institutional investors have bought a total of 2,799,105 shares in the last 24 months. This purchase volume represents approximately $154.24M in transactions.

Of the 115 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: Commonwealth Equity Services LLC ($755.84K), Northwestern Mutual Wealth Management Co. ($588.56K), Koss Olinger Consulting LLC ($576.70K), Bank of America Corp DE ($500.90K), Raymond James Financial Inc. ($254.62K), Wells Fargo & Company MN ($235.09K), and NewEdge Advisors LLC ($195.61K).

Institutional investors have sold a total of 4,753,334 shares in the last 24 months. This volume of shares sold represents approximately $261.35M in transactions.

Related Companies

Institutional ownership data for BATS:PTLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.

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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

PTLC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Large Cap ETF Major Shareholders & Ownership History

PTLC Institutional Ownership - Frequently Asked Questions

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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

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

PTLC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Large Cap ETF Major Shareholders & Ownership History

PTLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTLC shares?

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

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

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

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

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