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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$57.12 +0.79 (+1.40%)
As of 04:10 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)
173
Total
Institutional Inflows
(last 12 months)
$512.62M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$503.86M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2026Assetmark Inc.4,199$220K0.0%+14.4%0.006%
5/6/2026 Independent Financial Group LLC19,066$1M0.0%N/A0.029%
5/6/2026 Gaddis Premier Wealth Advisors LLC105,654$5.54M4.1%+0.8%0.161%
5/5/2026 D.A. Davidson & CO.20,972$1.10M0.0%-42.4%0.032%
5/5/2026 Geneos Wealth Management Inc.230,818$12.11M0.3%-14.5%0.353%
5/5/2026 Sanctuary Advisors LLC88,432$4.64M0.0%+2.0%0.135%
5/4/2026 Retirement Planning Group LLC115,766$6.07M0.2%+1,646.4%0.177%
5/4/2026 Bryn Mawr Trust Advisors LLC93,491$4.91M0.2%-1.1%0.143%
5/4/2026 HBW Advisory Services LLC6,443$338K0.0%+12.7%0.010%
5/1/2026 Fifth Third Bancorp27,809$1.46M0.0%N/A0.042%
5/1/2026 WealthShield Partners LLC30,757$1.61M0.2%-1.8%0.047%
4/30/2026 Kestra Advisory Services LLC325,878$17.10M0.1%-8.6%0.498%
4/30/2026 Money Concepts Capital Corp44,846$2.35M0.1%+1.7%0.069%
4/30/2026 Beam Wealth Advisors Inc.27,066$1.42M0.4%-53.3%0.041%
4/30/2026 CFS Investment Advisory Services LLC2,034,543$112.49M7.9%-1.7%3.109%
4/29/2026 Saxon Interests Inc.22,625$1.19M0.4%+26.1%0.035%
4/29/2026 Kiley Juergens Wealth Management LLC6,543$343K0.1%N/A0.010%
4/28/2026 Ascentis Independent Advisors101,891$5.35M0.4%N/A0.156%
4/27/2026 World Investment Advisors12,893$676K0.0%+1.4%0.020%
4/27/2026 Private Advisor Group LLC188,168$9.87M0.0%+1.7%0.287%
4/25/2026 Keybank National Association OH6,223$326K0.0%N/A0.010%
4/24/2026 Tcfg Wealth Management LLC21,441$1.13M0.4%-4.0%0.033%
4/24/2026 American Institute for Advanced Investment Management LLP14,656$769K0.5%-9.0%0.022%
4/22/2026 Patriot Financial Group Insurance Agency LLC20,122$1.06M0.1%+100.9%0.031%
4/22/2026 Janney Montgomery Scott LLC56,999$2.99M0.0%-1.6%0.087%
4/22/2026 Realta Investment Advisors1,528$80K0.0%+179.9%0.002%
4/21/2026 Maridea Wealth Management LLC6,291$330K0.0%-35.3%0.010%
4/21/2026 Welch Group LLC13,613$714K0.0%-16.2%0.021%
4/20/2026 Kestra Private Wealth Services LLC23,153$1.22M0.0%-25.0%0.035%
4/20/2026 Financial Enhancement Group LLC151,070$8.35M1.0%-2.7%0.231%
4/18/2026 CENTRAL TRUST Co42,280$2.22M0.0%-3.2%0.065%
4/17/2026 Sovereign Financial Group Inc.5,577$293K0.1%-3.3%0.009%
4/17/2026 Clark 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%
3/13/2026 World Investment Advisors12,709$706K0.0%+12.5%0.019%
3/2/2026 Sankala Group LLC1,371$77K0.1%N/A0.002%
2/24/2026Pacer Advisors Inc.196,938$10.95M0.0%-13.5%0.301%
2/19/2026 Axxcess 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%
2/17/2026 Private 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%
2/17/2026Hyundai Investments Co. Ltd.6,952$389K0.4%N/A0.011%
2/16/2026 MML 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%
2/16/2026 1 North Wealth Services LLC2,410$134K0.0%-22.0%0.004%
2/13/2026 Kestra 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%
2/13/2026Invictus Private Wealth LLC4,815$268K0.0%-14.8%0.007%
2/13/2026Ausdal Financial Partners Inc.8,038$447K0.0%-7.4%0.012%
2/13/2026 Golden State Wealth Management LLC2,662$148K0.0%-19.0%0.004%
2/13/2026Alchemi Wealth LLC9,718$540K0.3%N/A0.015%
2/13/2026Wells Fargo & Company MN2,305,729$128.15M0.0%-9.3%3.523%
2/13/2026Summit Financial LLC19,323$1.09M0.0%N/A0.030%
2/12/2026HRT Financial LP13,535$752K0.0%N/A0.021%
2/12/2026Orion Porfolio Solutions LLC23,399$1.30M0.0%-0.9%0.036%
2/12/2026 Commonwealth Equity Services LLC659,130$36.63M0.0%-44.7%1.007%
2/12/2026Ankerstar Wealth LLC4,800$270K0.3%N/A0.007%
2/12/2026StoneX Group Inc.18,720$1.05M0.0%+3.8%0.029%
2/12/2026Steward Partners Investment Advisory LLC161,048$8.95M0.0%-0.7%0.246%
2/12/2026 Oder Investment Management LLC40,524$2.25M1.6%-2.1%0.062%
2/12/2026Bank of Montreal Can6,694$372K0.0%-19.3%0.010%
2/11/2026 Janney Montgomery Scott LLC57,935$3.22M0.0%+7.1%0.089%
2/11/2026Focus Partners Advisor Solutions LLC13,742$764K0.0%-11.1%0.021%
2/11/2026 Gaddis Premier Wealth Advisors LLC104,805$5.83M4.4%N/A0.160%
2/11/2026LPL Financial LLC5,784,151$321.48M0.1%+0.0%8.838%
2/11/2026 J.W. Cole Advisors Inc.191,845$10.66M0.2%-6.7%0.293%
2/10/2026WCG Wealth Advisors LLC13,894$772K0.0%-11.9%0.021%
2/10/2026Calton & Associates Inc.37,403$2.08M0.3%-1.1%0.057%
2/10/2026 Root Financial Partners LLC2,450$136K0.0%N/A0.004%
2/10/2026 Founders Financial Securities LLC6,141$341K0.0%N/A0.009%
2/10/2026Sfmg LLC2,412,945$134.11M9.0%+2.5%3.687%
2/10/2026Koss Olinger Consulting LLC4,666$259K0.0%-99.2%0.007%
2/10/2026Northwestern Mutual Wealth Management Co.235,001$13.06M0.0%+0.8%0.359%
2/10/2026 CFS Investment Advisory Services LLC2,069,431$115.02M8.4%-0.1%3.162%
2/9/2026Integrity Alliance LLC.33,612$1.87M0.1%+28.7%0.051%
2/9/2026Harbour Investments Inc.29,914$1.66M0.0%-7.2%0.046%
2/9/2026 Prospera Financial Services Inc50,904$2.83M0.0%+26.1%0.078%
2/6/2026 Axxcess Wealth Management LLC8,957$498K0.0%-6.2%0.014%
2/6/2026 One Degree Advisors Inc41,060$2.28M0.6%+11.4%0.063%
2/6/2026Global Retirement Partners LLC68,266$3.79M0.1%+4.9%0.104%
2/6/2026 Creative Financial Designs Inc. ADV45,774$2.54M0.2%-1.3%0.070%
2/6/2026 Forefront Wealth Partners LLC33,526$1.86M0.9%+24.4%0.051%
2/6/2026 HighTower Advisors LLC112,815$6.27M0.0%+4.0%0.172%
2/6/2026 Envestnet Portfolio Solutions Inc.33,740$1.88M0.0%+3.2%0.052%
2/6/2026Gambit Capital Management LLC6,519$362K0.3%N/A0.010%


PTLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTLC shares?

During the previous two years, 291 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 ($321.88M), LPL Financial LLC ($321.48M), 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.

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

Of the 255 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 ($1.82M), Ameriprise Financial Inc. ($1.10M), Cetera Investment Advisers ($1.07M), Ferguson Shapiro LLC ($796.99K), and Koss Olinger Consulting LLC ($609.38K).

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

Institutional investors have bought a total of 9,854,427 shares in the last 24 months. This purchase volume represents approximately $512.62M in transactions.

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

Of the 133 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. ($1.09M), Commonwealth Equity Services LLC ($797.92K), Raymond James Financial Inc. ($691.48K), Koss Olinger Consulting LLC ($601.69K), Northwestern Mutual Wealth Management Co. ($588.56K), and Envestnet Asset Management Inc. ($355.41K).

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

Institutional investors have sold a total of 9,561,675 shares in the last 24 months. This volume of shares sold represents approximately $503.86M in transactions.


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This page (BATS:PTLC) was last updated on 5/6/2026 by MarketBeat.com Staff.
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