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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$58.38 +0.38 (+0.66%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$342.07M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$500.55M
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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
5/22/2026 WNY Asset Management LLC6,710$352K0.0%N/A0.010%
5/19/2026 NewEdge Advisors LLC274,104$14.38M0.3%-30.4%0.419%
5/19/2026 Bank of America Corp DE5,593,072$293.41M0.0%-3.7%8.546%
5/19/2026 Ashton Thomas Securities LLC144,071$7.56M0.9%N/A0.220%
5/19/2026 IFS Group LLC12,844$674K0.6%N/A0.020%
5/18/2026 Royal Bank of Canada606,528$31.82M0.0%-1.2%0.927%
5/15/2026 Gateway Wealth Partners LLC5,954$312K0.0%N/A0.009%
5/13/2026 Cetera Investment Advisers1,452,586$76.20M0.1%0.0%2.219%
5/13/2026 Wealthspire Retirement LLC5,011$263K0.0%-13.6%0.008%
5/6/2026 Assetmark 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%
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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%
3/17/2026 Rockefeller 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%
2/24/2026 Pacer 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%
2/18/2026 Ameriflex Group Inc.3,516$195K0.1%-50.0%0.005%
2/18/2026 Mercer Global Advisors Inc. ADV4,849$270K0.0%+9.7%0.007%
2/18/2026 Raymond James Financial Inc.2,173,382$120.80M0.0%-8.9%3.321%
2/18/2026 Wealthspire Retirement LLC5,801$322K0.0%N/A0.009%
2/18/2026 NewEdge Advisors LLC394,075$21.90M0.1%+33.7%0.602%
2/18/2026 BNB Wealth Management LLC4,565$254K0.2%N/A0.007%
2/18/2026 Align Financial LLC256,557$14.26M0.1%N/A0.392%
2/17/2026 Camarda Financial Advisors LLC23,659$1.32M0.5%-4.6%0.036%
2/17/2026 Cetera Investment Advisers1,453,069$80.76M0.1%+1.5%2.220%
2/17/2026 Equitable Holdings Inc.19,418$1.08M0.0%-17.0%0.030%
2/17/2026 Osaic 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%
2/17/2026 Royal Bank of Canada614,027$34.13M0.0%-18.1%0.938%
2/17/2026 Hyundai 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%
2/16/2026 Mariner LLC22,979$1.28M0.0%+2.7%0.035%
2/16/2026 Arax 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%
2/13/2026 Inspire Advisors LLC4,371$243K0.0%-7.5%0.007%
2/13/2026 Stifel Financial Corp465,838$25.89M0.0%+11.1%0.712%
2/13/2026 Magnolia Capital Advisors LLC78,303$4.35M0.9%+4.2%0.120%
2/13/2026 Morgan Stanley3,829,344$212.84M0.0%-3.5%5.851%
2/13/2026 Invictus Private Wealth LLC4,815$268K0.0%-14.8%0.007%
2/13/2026 Ausdal 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%
2/13/2026 Alchemi Wealth LLC9,718$540K0.3%N/A0.015%
2/13/2026 Wells Fargo & Company MN2,305,729$128.15M0.0%-9.3%3.523%
2/13/2026 Summit Financial LLC19,323$1.09M0.0%N/A0.030%
2/12/2026 HRT Financial LP13,535$752K0.0%N/A0.021%
2/12/2026 Orion 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%
2/12/2026 Ankerstar Wealth LLC4,800$270K0.3%N/A0.007%
2/12/2026 StoneX Group Inc.18,720$1.05M0.0%+3.8%0.029%
2/12/2026 Steward 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%
2/12/2026 Bank 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%
2/11/2026 Focus 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%
2/11/2026 LPL 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%
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2/10/2026 WCG Wealth Advisors LLC13,894$772K0.0%-11.9%0.021%
2/10/2026 Calton & 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%
2/10/2026 Sfmg LLC2,412,945$134.11M9.0%+2.5%3.687%
2/10/2026 Koss Olinger Consulting LLC4,666$259K0.0%-99.2%0.007%
2/10/2026 Northwestern 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%
2/9/2026 Integrity Alliance LLC.33,612$1.87M0.1%+28.7%0.051%
2/9/2026 Harbour Investments Inc.29,914$1.66M0.0%-7.2%0.046%


PTLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 290 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 254 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 6,534,441 shares in the last 24 months. This purchase volume represents approximately $342.07M in transactions.

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 Bank of America Corp DE ($500.90K).

Institutional investors have sold a total of 9,490,415 shares in the last 24 months. This volume of shares sold represents approximately $500.55M in transactions.



This page (BATS:PTLC) was last updated on 5/26/2026 by MarketBeat.com Staff.
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