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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$57.63 +0.06 (+0.10%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
142
Total
Institutional Inflows
(last 12 months)
$316.97M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$469.06M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Deane Retirement Strategies Inc.218,676$12.74M5.4%-1.6%0.334%
7/9/2026 Whitaker Myers Wealth Managers LTD.48,722$2.84M0.5%+0.9%0.074%
7/8/2026 Castle Rock Wealth Management LLC3,739$217K0.0%N/A0.006%
7/7/2026 Post Resch Tallon Group Inc.5,750$335K0.2%+5.5%0.009%
7/7/2026 Financial 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%
5/19/2026 IFS 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%
5/6/2026 Independent Financial Group LLC19,066$1M0.0%N/A0.029%
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%
5/4/2026 HBW 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%
4/30/2026 CFS 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%
4/24/2026 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%
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4/22/2026Janney Montgomery Scott LLC56,999$2.99M0.0%-1.6%0.087%
4/22/2026 Realta Investment Advisors1,528$80K0.0%+179.9%0.002%
4/21/2026Maridea Wealth Management LLC6,291$330K0.0%-35.3%0.010%
4/21/2026 Welch Group LLC13,613$714K0.0%-16.2%0.021%
4/20/2026Kestra 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%
4/18/2026CENTRAL TRUST Co42,280$2.22M0.0%-3.2%0.065%
4/17/2026Sovereign Financial Group Inc.5,577$293K0.1%-3.3%0.009%
4/17/2026 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%
3/13/2026World 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%
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%
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%
2/12/2026Commonwealth 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%
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2/12/2026Oder Investment Management LLC40,524$2.25M1.6%-2.1%0.062%
2/12/2026Bank of Montreal Can6,694$372K0.0%-19.3%0.010%
2/11/2026Janney 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%
2/11/2026Gaddis 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%
2/10/2026Root Financial Partners LLC2,450$136K0.0%N/A0.004%


PTLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 286 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 249 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), Ferguson Shapiro LLC ($796.99K), Koss Olinger Consulting LLC ($609.38K), and Merit Financial Group LLC ($431.45K).

Institutional investors have bought a total of 6,037,740 shares in the last 24 months. This purchase volume represents approximately $316.97M in transactions.

Of the 127 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 Bank of America Corp DE ($500.90K).

Institutional investors have sold a total of 8,864,542 shares in the last 24 months. This volume of shares sold represents approximately $469.06M in transactions.


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This page (BATS:PTLC) was last updated on 7/26/2026 by MarketBeat.com Staff.
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