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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$54.24 +0.58 (+1.08%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$309.63M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$55.52M
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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
12/13/2024 B. Riley Wealth Advisors Inc.36,289$1.90M0.1%-10.5%0.063%
11/25/2024 Synovus Financial Corp10,984$577K0.0%+98.2%0.019%
11/25/2024 World Investment Advisors LLC7,507$394K0.0%N/A0.013%
11/25/2024 Sanctuary Advisors LLC17,259$941K0.0%+67.2%0.030%
11/18/2024 Soltis Investment Advisors LLC55,655$2.93M0.3%+8.2%0.097%
11/15/2024 MML Investors Services LLC395,027$20.76M0.1%+15.9%0.689%
11/15/2024 Vienna Asset Management LLC57,811$3.04M2.2%+83.4%0.101%
11/15/2024 Stifel Financial Corp325,563$17.11M0.0%+10.3%0.568%
11/15/2024 IHT Wealth Management LLC13,167$691K0.0%-45.0%0.023%
11/15/2024 Integrated Wealth Concepts LLC11,971$629K0.0%+14.6%0.021%
11/15/2024 HighTower Advisors LLC171,332$8.99M0.0%+9.8%0.299%
11/14/2024 Captrust Financial Advisors4,030$212K0.0%-12.4%0.007%
11/14/2024 Rockefeller Capital Management L.P.201,555$10.59M0.0%+1.1%0.352%
11/13/2024 Freedom Investment Management Inc.19,108$1.00M0.1%+18.9%0.033%
11/13/2024 D.A. Davidson & CO.22,551$1.19M0.0%+34.3%0.039%
11/12/2024 StoneX Group Inc.18,501$972K0.1%+1.2%0.032%
11/12/2024 Optivise Advisory Services LLC43,981$2.31M1.2%N/A0.077%
11/12/2024 CFS Investment Advisory Services LLC1,956,920$102.84M8.6%+0.7%3.415%
11/12/2024 Raymond James Trust N.A.9,469$498K0.0%-49.6%0.017%
11/12/2024 Pacer Advisors Inc.198,732$10.44M0.0%-3.0%0.347%
11/12/2024 Integrated Investment Consultants LLC27,467$1.44M0.0%N/A0.048%
11/9/2024 LPL Financial LLC3,237,972$170.16M0.1%+6.8%5.651%
11/8/2024 Prospera Private Wealth LLC147,848$7.77M1.4%N/A0.258%
11/8/2024 Prospera Financial Services Inc10,961$576K0.0%+170.6%0.019%
11/6/2024 Oppenheimer & Co. Inc.28,093$1.48M0.0%-7.5%0.049%
11/5/2024 Harbour Investments Inc.22,449$1.18M0.0%+14.7%0.039%
11/4/2024 Beam Wealth Advisors Inc.39,718$2.09M0.6%+4.0%0.069%
11/4/2024 Axxcess Wealth Management LLC31,274$1.64M0.0%+13.4%0.055%
11/4/2024 Sigma Planning Corp15,366$808K0.0%-1.9%0.027%
11/1/2024 Assetmark Inc.642$34K0.0%+1,326.7%0.001%
10/31/2024 Financial Enhancement Group LLC224,642$11.81M2.1%+1.5%0.392%
10/31/2024 Concurrent Investment Advisors LLC46,376$2.44M0.1%+0.4%0.081%
10/29/2024 Janney Montgomery Scott LLC47,844$2.51M0.0%N/A0.083%
10/29/2024 Realta Investment Advisors1,154$62K0.0%-14.8%0.002%
10/28/2024 Strategic Financial Partners Ltd.21,994$1.16M0.6%-1.3%0.038%
10/28/2024 Gladstone Institutional Advisory LLC9,152$481K0.0%+2.2%0.016%
10/28/2024 Creative Financial Designs Inc. ADV35,635$1.87M0.2%+2.2%0.062%
10/25/2024 Financial Advocates Investment Management108,716$5.62M0.3%+4.3%0.190%
10/25/2024 Gimbal Financial69,471$3.69M2.4%+8.1%0.121%
10/25/2024 Golden State Equity Partners12,968$681K0.2%-8.2%0.023%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

10/25/2024 Tyche Wealth Partners LLC218,955$11.51M2.6%+2.2%0.382%
10/25/2024 MONECO Advisors LLC168,227$8.84M1.1%+11.2%0.294%
10/24/2024 Welch Group LLC17,599$925K0.0%-14.6%0.031%
10/24/2024 Lunt Capital Management Inc.37,199$1.96M0.9%+6.9%0.065%
10/24/2024 J.W. Cole Advisors Inc.84,944$4.46M0.2%+4.4%0.148%
10/24/2024 Wealth Enhancement Advisory Services LLC239,904$12.61M0.0%-2.6%0.419%
10/23/2024 Allworth Financial LP7,366$387K0.0%-21.3%0.013%
10/23/2024 Silver Oak Securities Incorporated11,121$582K0.1%+205.1%0.019%
10/23/2024 Schmidt P J Investment Management Inc.19,171$1.01M0.2%+4.4%0.033%
10/23/2024 American Institute for Advanced Investment Management LLP17,620$926K0.7%-35.4%0.031%
10/23/2024 PSI Advisors LLC3,804$200K0.1%+13.4%0.007%
10/22/2024 Private Advisor Group LLC145,828$7.66M0.0%+7.1%0.254%
10/22/2024 Eastern Bank2,340$123K0.0%N/A0.004%
10/21/2024 Koss Olinger Consulting LLC595,695$31.30M2.7%-0.5%1.040%
10/19/2024Cedrus LLC15,825$832K0.3%+227.5%0.028%
10/18/2024Whitaker Myers Wealth Managers LTD.76,301$4.01M1.3%+4.6%0.133%
10/18/2024Commonwealth Equity Services LLC1,263,196$66.38M0.1%+1.3%2.205%
10/18/2024Raymond James & Associates809,458$42.54M0.0%+10.2%1.413%
10/16/2024 Global Retirement Partners LLC56,452$2.97M0.1%+1.5%0.099%
10/16/2024 SPC Financial Inc.111,458$5.86M0.5%+7.9%0.195%
10/15/2024 PFG Advisors201,245$10.58M0.7%+5.8%0.351%
10/11/2024 ORG Partners LLC122,027$6.41M1.0%-4.1%0.213%
10/10/2024 JBR Co Financial Management Inc17,266$907K0.6%-36.3%0.030%
10/9/2024 Ferguson Shapiro LLC1,167,237$61.34M22.9%+105.3%2.037%
10/9/2024 Marcum Wealth LLC4,818$253K0.0%-20.0%0.008%
10/8/2024 CWM LLC1,186$62K0.0%+32.7%0.002%
10/8/2024 Saxon Interests Inc.8,519$448K0.2%N/A0.015%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors43,308$2.28M0.2%N/A0.076%
10/8/2024 Sovereign Financial Group Inc.6,522$343K0.1%-64.0%0.011%
10/8/2024 Brookstone Capital Management18,034$948K0.0%+7.2%0.031%
10/7/2024 EWG Elevate Inc.26,096$1.37M0.6%-1.0%0.046%
9/23/2024 Centaurus Financial Inc.2,225$111K0.0%N/A0.004%
9/11/2024 Newbridge Financial Services Group Inc.542$27K0.0%-32.1%0.001%
9/5/2024 Sanctuary Advisors LLC10,322$479K0.0%N/A0.018%
8/26/2024 Founders Financial Alliance LLC599$30K0.0%-36.9%0.001%
8/22/2024 Cetera Investment Advisers1,073,209$53.40M0.1%+9.4%1.873%
8/21/2024 SPC Financial Inc.103,305$5.14M0.5%+9.7%0.180%
8/21/2024 Truist Financial Corp297,547$14.81M0.0%+9.1%0.519%
8/19/2024 B. Riley Wealth Advisors Inc.40,557$2.02M0.1%-19.3%0.071%
8/16/2024 NewEdge Advisors LLC127,953$6.37M0.0%-2.7%0.223%
8/16/2024 Northwestern Mutual Wealth Management Co.450,564$22.42M0.0%+6.8%0.786%
8/16/2024 Magnolia Capital Advisors LLC91,345$4.55M0.2%+0.3%0.159%
8/14/2024 Insigneo Advisory Services LLC11,578$548K0.1%+59.1%0.020%
8/14/2024 Bank of Montreal Can14,603$729K0.0%+65.7%0.025%
8/14/2024 Fidelis Capital Partners LLC4,775$226K0.0%N/A0.008%
8/13/2024 Pacer Advisors Inc.204,932$10.20M0.0%-9.3%0.358%
8/12/2024 WCG Wealth Advisors LLC24,179$1.20M0.1%-10.6%0.042%
8/10/2024 Axxcess Wealth Management LLC27,573$1.37M0.0%-3.7%0.048%
8/9/2024 Renaissance Technologies LLC39,600$1.97M0.0%-15.7%0.069%
8/9/2024 American Planning Services Inc.289,508$14.41M10.1%-38.3%0.505%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

8/8/2024 J.W. Cole Advisors Inc.81,380$4.05M0.2%+24.3%0.142%
8/8/2024Inspire Advisors LLC10,094$502K0.1%-5.7%0.018%
8/8/2024 Envestnet Asset Management Inc.764,960$38.06M0.0%+7.5%1.335%
8/8/2024 Oppenheimer & Co. Inc.30,384$1.51M0.0%+6.3%0.053%
8/8/2024 New England Private Wealth Advisors LLC4,108$204K0.0%-19.6%0.007%
8/8/2024 PFG Advisors190,134$9.46M0.6%+28.5%0.332%
8/8/2024 LPL Financial LLC3,033,007$150.92M0.1%+1.1%5.293%
8/7/2024 Beam Wealth Advisors Inc.38,176$1.90M0.6%+22.2%0.067%
8/6/2024 Ausdal Financial Partners Inc.34,148$1.70M0.2%-9.5%0.060%
8/6/2024 Koss Olinger Consulting LLC598,715$29.79M2.8%N/A1.045%
(Data available from 1/1/2016 forward)

PTLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTLC shares?

During the previous two years, 192 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 ($271.60M), LPL Financial LLC ($170.16M), Wells Fargo & Company MN ($110.05M), CFS Investment Advisory Services LLC ($102.84M), Raymond James Financial Services Advisors Inc. ($76.31M), Osaic Holdings Inc. ($69.40M), and Commonwealth Equity Services LLC ($66.38M).Learn more on PTLC's institutional investors.

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

Of the 153 institutional investors that purchased Pacer Trendpilot US Large Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ferguson Shapiro LLC ($1.31M), Cetera Investment Advisers ($1.12M), Raymond James Financial Services Advisors Inc. ($807.85K), Koss Olinger Consulting LLC ($629.43K), LPL Financial LLC ($578.91K), International Assets Investment Management LLC ($558.90K), and Commonwealth Equity Services LLC ($507.85K).

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

Institutional investors have bought a total of 11,846,341 shares in the last 24 months. This purchase volume represents approximately $515.55M in transactions.

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

Of the 119 institutional investors that sold Pacer Trendpilot US Large Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.07M), UBS Group AG ($892.90K), Sigma Planning Corp ($287.13K), American Planning Services Inc. ($179.84K), Janney Montgomery Scott LLC ($155.10K), Ferguson Shapiro LLC ($146.79K), and Envestnet Asset Management Inc. ($138.84K).

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

Institutional investors have sold a total of 4,930,929 shares in the last 24 months. This volume of shares sold represents approximately $199.84M in transactions.



This page (BATS:PTLC) was last updated on 12/21/2024 by MarketBeat.com Staff
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