Free Trial
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free PTLC Stock Alerts

Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$59.88 -0.89 (-1.47%)
As of 09:30 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$158.14M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$259.07M
Get PTLC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pacer Trendpilot US Large Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026HBW Advisory Services LLC7,026$418K0.0%+13.9%0.011%
10/15/2026Mather Group LLC.39,874$2.37M0.0%N/A0.061%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.2,789$166K0.2%N/A0.004%
10/14/2026XY Planning Network Inc.10,397$619K0.1%-10.2%0.016%
10/9/2026Bullock Wealth Management Group537,970$32.07M13.2%+4.4%0.822%
10/9/2026Post Resch Tallon Group Inc.6,750$402K0.3%+17.4%0.010%
10/8/2026Financial Enhancement Group LLC147,102$8.93M1.0%-1.1%0.225%
10/8/2026Farther Finance Advisors LLC2,132$127K0.0%-23.2%0.003%
10/8/2026Titleist Asset Management LLC9,167$546K0.0%+5.1%0.014%
10/5/2026Tompkins Financial Corp4,940$294K0.0%N/A0.008%
10/5/2026Eastern Bank1,500$89K0.0%N/A0.002%
10/5/2026MassMutual Private Wealth & Trust FSB3,686$219K0.0%N/A0.006%
9/23/2026Envestnet Asset Management Inc.661,431$38.54M0.0%+1.5%1.011%
9/9/2026Integrated Wealth Concepts LLC35,845$2.09M0.0%+1.9%0.055%
9/9/2026NewEdge Advisors LLC318,441$18.55M0.1%-2.3%0.487%
9/9/2026IFP Advisors Inc31,336$1.83M0.0%+5.2%0.048%
9/9/2026Baird Financial Group Inc.8,595$501K0.0%+8.8%0.013%
9/2/2026Citadel Advisors LLC187,311$10.91M0.0%+179.2%0.286%
8/23/2026Hyundai Investments Co. Ltd.10,806$624K0.7%+4.6%0.017%
8/23/2026Ameritas Advisory Services LLC17,313$1.01M0.0%+13.8%0.026%
8/22/2026Concurrent Investment Advisors LLC89,661$5.22M0.0%-23.7%0.137%
8/21/2026XML Financial LLC9,648$562K0.0%N/A0.015%
7/9/2026Deane Retirement Strategies Inc.218,676$12.74M5.4%-1.6%0.334%
7/9/2026Whitaker Myers Wealth Managers LTD.48,722$2.84M0.5%+0.9%0.074%
7/8/2026Castle Rock Wealth Management LLC3,739$217K0.0%N/A0.006%
7/7/2026Post Resch Tallon Group Inc.5,750$335K0.2%+5.5%0.009%
7/7/2026Financial Enhancement Group LLC148,672$8.66M1.0%-1.6%0.227%
6/18/2026Pacer Advisors Inc.193,988$10.18M0.0%-1.5%0.296%
6/3/2026NewEdge Advisors LLC325,921$17.10M0.1%-17.3%0.498%
5/22/2026WNY Asset Management LLC6,710$352K0.0%N/A0.010%
5/19/2026NewEdge Advisors LLC274,104$14.38M0.3%-30.4%0.419%
5/19/2026Bank of America Corp DE5,593,072$293.41M0.0%-3.7%8.546%
5/19/2026Ashton Thomas Securities LLC144,071$7.56M0.9%N/A0.220%
5/19/2026IFS Group LLC12,844$674K0.6%N/A0.020%
5/18/2026Royal Bank of Canada606,528$31.82M0.0%-1.2%0.927%
5/15/2026Gateway Wealth Partners LLC5,954$312K0.0%N/A0.009%
5/13/2026Cetera Investment Advisers1,452,586$76.20M0.1%0.0%2.219%
5/13/2026Wealthspire Retirement LLC5,011$263K0.0%-13.6%0.008%
5/6/2026Assetmark Inc.4,199$220K0.0%+14.4%0.006%
5/6/2026Independent Financial Group LLC19,066$1M0.0%N/A0.029%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
5/6/2026Gaddis Premier Wealth Advisors LLC105,654$5.54M4.1%+0.8%0.161%
5/5/2026D.A. Davidson & CO.20,972$1.10M0.0%-42.4%0.032%
5/5/2026Geneos Wealth Management Inc.230,818$12.11M0.3%-14.5%0.353%
5/5/2026Sanctuary Advisors LLC88,432$4.64M0.0%+2.0%0.135%
5/4/2026Retirement Planning Group LLC115,766$6.07M0.2%+1,646.4%0.177%
5/4/2026Bryn Mawr Trust Advisors LLC93,491$4.91M0.2%-1.1%0.143%
5/4/2026HBW Advisory Services LLC6,443$338K0.0%+12.7%0.010%
5/1/2026Fifth Third Bancorp27,809$1.46M0.0%N/A0.042%
5/1/2026WealthShield Partners LLC30,757$1.61M0.2%-1.8%0.047%
4/30/2026Kestra Advisory Services LLC325,878$17.10M0.1%-8.6%0.498%
4/30/2026Money Concepts Capital Corp44,846$2.35M0.1%+1.7%0.069%
4/30/2026Beam Wealth Advisors Inc.27,066$1.42M0.4%-53.3%0.041%
4/30/2026CFS Investment Advisory Services LLC2,034,543$112.49M7.9%-1.7%3.109%
4/29/2026Saxon Interests Inc.22,625$1.19M0.4%+26.1%0.035%
4/29/2026Kiley Juergens Wealth Management LLC6,543$343K0.1%N/A0.010%
4/28/2026Ascentis Independent Advisors101,891$5.35M0.4%N/A0.156%
4/27/2026World Investment Advisors12,893$676K0.0%+1.4%0.020%
4/27/2026Private Advisor Group LLC188,168$9.87M0.0%+1.7%0.287%
4/25/2026Keybank National Association OH6,223$326K0.0%N/A0.010%
4/24/2026Tcfg Wealth Management LLC21,441$1.13M0.4%-4.0%0.033%
4/24/2026American Institute for Advanced Investment Management LLP14,656$769K0.5%-9.0%0.022%
4/22/2026Patriot Financial Group Insurance Agency LLC20,122$1.06M0.1%+100.9%0.031%
4/22/2026Janney Montgomery Scott LLC56,999$2.99M0.0%-1.6%0.087%
4/22/2026Realta Investment Advisors1,528$80K0.0%+179.9%0.002%
4/21/2026Maridea Wealth Management LLC6,291$330K0.0%-35.3%0.010%
4/21/2026Welch Group LLC13,613$714K0.0%-16.2%0.021%
4/20/2026Kestra Private Wealth Services LLC23,153$1.22M0.0%-25.0%0.035%
4/20/2026Financial Enhancement Group LLC151,070$8.35M1.0%-2.7%0.231%
4/18/2026CENTRAL TRUST Co42,280$2.22M0.0%-3.2%0.065%
4/17/2026Sovereign Financial Group Inc.5,577$293K0.1%-3.3%0.009%
4/17/2026Clark Asset Management LLC11,633$610K0.1%N/A0.018%
3/17/2026Rockefeller Capital Management L.P.198,366$11.03M0.0%-4.7%0.303%
3/13/2026World Investment Advisors12,709$706K0.0%+12.5%0.019%
3/2/2026Sankala Group LLC1,371$77K0.1%N/A0.002%
2/24/2026Pacer Advisors Inc.196,938$10.95M0.0%-13.5%0.301%
2/19/2026Axxcess Wealth Management LLC8,957$498K0.0%-6.2%0.014%
2/18/2026Ameriflex Group Inc.3,516$195K0.1%-50.0%0.005%
2/18/2026Mercer Global Advisors Inc. ADV4,849$270K0.0%+9.7%0.007%
2/18/2026Raymond James Financial Inc.2,173,382$120.80M0.0%-8.9%3.321%
2/18/2026Wealthspire Retirement LLC5,801$322K0.0%N/A0.009%
2/18/2026NewEdge Advisors LLC394,075$21.90M0.1%+33.7%0.602%
2/18/2026BNB Wealth Management LLC4,565$254K0.2%N/A0.007%
2/18/2026Align Financial LLC256,557$14.26M0.1%N/A0.392%
2/17/2026Camarda Financial Advisors LLC23,659$1.32M0.5%-4.6%0.036%
2/17/2026Cetera Investment Advisers1,453,069$80.76M0.1%+1.5%2.220%
2/17/2026Equitable Holdings Inc.19,418$1.08M0.0%-17.0%0.030%
2/17/2026Osaic Holdings Inc.1,109,246$61.65M0.1%-13.6%1.695%
2/17/2026Private Advisor Group LLC185,067$10.29M0.0%-3.2%0.283%
2/17/2026&PARTNERS26,229$1.46M0.0%-31.3%0.040%
2/17/2026Royal Bank of Canada614,027$34.13M0.0%-18.1%0.938%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/17/2026Hyundai Investments Co. Ltd.6,952$389K0.4%N/A0.011%
2/16/2026MML Investors Services LLC394,977$21.95M0.1%+12.9%0.603%
2/16/2026Mariner LLC22,979$1.28M0.0%+2.7%0.035%
2/16/2026Arax Advisory Partners17,070$949K0.0%N/A0.026%
2/16/20261 North Wealth Services LLC2,410$134K0.0%-22.0%0.004%
2/13/2026Kestra Advisory Services LLC356,355$19.81M0.1%-0.1%0.544%
2/13/2026Inspire Advisors LLC4,371$243K0.0%-7.5%0.007%
2/13/2026Stifel Financial Corp465,838$25.89M0.0%+11.1%0.712%
2/13/2026Magnolia Capital Advisors LLC78,303$4.35M0.9%+4.2%0.120%
2/13/2026Morgan Stanley3,829,344$212.84M0.0%-3.5%5.851%


PTLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 279 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 247 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), Merit Financial Group LLC ($431.45K), NewEdge Advisors LLC ($266.06K), and Align Financial LLC ($256.56K).

Institutional investors have bought a total of 2,863,462 shares in the last 24 months. This purchase volume represents approximately $158.14M 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 4,711,390 shares in the last 24 months. This volume of shares sold represents approximately $259.07M 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 10/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Buffett's Final Warning: "The Dollar Is Going to Hell"
On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going t...
Decentralized Masters | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Elon Musk’s Hushed FCC Filing. Dec 8th.
Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...
Paradigm Press | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel