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Pacer Trendpilot US Large Cap ETF (PTLC) Institutional Ownership

Pacer Trendpilot US Large Cap ETF logo
$54.98 +1.87 (+3.52%)
As of 01/21/2025 03:59 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)
110
Total
Institutional Inflows
(last 12 months)
$292.58M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$49.72M
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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
1/21/2025CFS Investment Advisory Services LLC1,983,306$105.99M9.5%+1.3%3.461%
1/21/2025Geneos Wealth Management Inc.338,358$18.08M0.6%+5.7%0.591%
1/17/2025 Independent Wealth Network Inc.9,135$488K0.2%+52.4%0.016%
1/17/2025 Westside Investment Management Inc.2,000$107K0.0%-33.3%0.003%
1/17/2025 ADE LLC30,312$1.62M1.0%-13.3%0.053%
1/15/2025 J2 Capital Management Inc48,104$2.57M2.4%N/A0.084%
1/15/2025 Whitaker Myers Wealth Managers LTD.73,482$3.93M1.1%-3.7%0.128%
1/15/2025 Ameritas Advisory Services LLC5,389$288K0.0%N/A0.009%
1/15/2025 Holland Advisory Services Inc.66,170$3.54M4.6%+8.5%0.115%
1/15/2025 Merit Financial Group LLC8,062$431K0.0%-6.0%0.014%
1/15/2025 Saxon Interests Inc.12,865$688K0.3%+51.0%0.022%
1/14/2025 Financial Enhancement Group LLC215,563$11.44M1.7%-4.0%0.376%
1/14/2025 Park Avenue Securities LLC5,391$288K0.0%+16.2%0.009%
1/14/2025 GSG Advisors LLC4,133$221K0.1%N/A0.007%
1/13/2025 BCS Wealth Management5,164$276K0.1%N/A0.009%
1/13/2025 Brookstone Capital Management230,222$12.30M0.2%+1,176.6%0.402%
1/13/2025 EWG Elevate Inc.27,900$1.49M0.5%+6.9%0.049%
1/10/2025 ORG Partners LLC119,603$6.39M0.9%-2.0%0.209%
1/8/2025 International Assets Investment Management LLC14,221$758K0.0%N/A0.025%
12/13/2024B. Riley Wealth Advisors Inc.36,289$1.90M0.1%-10.5%0.063%
11/25/2024Synovus Financial Corp10,984$577K0.0%+98.2%0.019%
11/25/2024World Investment Advisors LLC7,507$394K0.0%N/A0.013%
11/25/2024Sanctuary Advisors LLC17,259$941K0.0%+67.2%0.030%
11/18/2024Soltis Investment Advisors LLC55,655$2.93M0.3%+8.2%0.097%
11/15/2024MML Investors Services LLC395,027$20.76M0.1%+15.9%0.689%
11/15/2024Vienna Asset Management LLC57,811$3.04M2.2%+83.4%0.101%
11/15/2024Stifel Financial Corp325,563$17.11M0.0%+10.3%0.568%
11/15/2024IHT Wealth Management LLC13,167$691K0.0%-45.0%0.023%
11/15/2024Integrated Wealth Concepts LLC11,971$629K0.0%+14.6%0.021%
11/15/2024HighTower Advisors LLC171,332$8.99M0.0%+9.8%0.299%
11/14/2024Captrust Financial Advisors4,030$212K0.0%-12.4%0.007%
11/14/2024Rockefeller Capital Management L.P.201,555$10.59M0.0%+1.1%0.352%
11/13/2024Freedom Investment Management Inc.19,108$1.00M0.1%+18.9%0.033%
11/13/2024D.A. Davidson & CO.22,551$1.19M0.0%+34.3%0.039%
11/12/2024StoneX Group Inc.18,501$972K0.1%+1.2%0.032%
11/12/2024Optivise Advisory Services LLC43,981$2.31M1.2%N/A0.077%
11/12/2024CFS Investment Advisory Services LLC1,956,920$102.84M8.6%+0.7%3.415%
11/12/2024Raymond James Trust N.A.9,469$498K0.0%-49.6%0.017%
11/12/2024Pacer 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%
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11/9/2024LPL Financial LLC3,237,972$170.16M0.1%+6.8%5.651%
11/8/2024Prospera Private Wealth LLC147,848$7.77M1.4%N/A0.258%
11/8/2024Prospera Financial Services Inc10,961$576K0.0%+170.6%0.019%
11/6/2024Oppenheimer & Co. Inc.28,093$1.48M0.0%-7.5%0.049%
11/5/2024Harbour Investments Inc.22,449$1.18M0.0%+14.7%0.039%
11/4/2024Beam Wealth Advisors Inc.39,718$2.09M0.6%+4.0%0.069%
11/4/2024Axxcess Wealth Management LLC31,274$1.64M0.0%+13.4%0.055%
11/4/2024Sigma Planning Corp15,366$808K0.0%-1.9%0.027%
11/1/2024Assetmark Inc.642$34K0.0%+1,326.7%0.001%
10/31/2024 Financial Enhancement Group LLC224,642$11.81M2.1%+1.5%0.392%
10/31/2024Concurrent 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%
10/29/2024Realta Investment Advisors1,154$62K0.0%-14.8%0.002%
10/28/2024Strategic Financial Partners Ltd.21,994$1.16M0.6%-1.3%0.038%
10/28/2024Gladstone Institutional Advisory LLC9,152$481K0.0%+2.2%0.016%
10/28/2024Creative Financial Designs Inc. ADV35,635$1.87M0.2%+2.2%0.062%
10/25/2024Financial Advocates Investment Management108,716$5.62M0.3%+4.3%0.190%
10/25/2024Gimbal Financial69,471$3.69M2.4%+8.1%0.121%
10/25/2024Golden State Equity Partners12,968$681K0.2%-8.2%0.023%
10/25/2024Tyche Wealth Partners LLC218,955$11.51M2.6%+2.2%0.382%
10/25/2024MONECO Advisors LLC168,227$8.84M1.1%+11.2%0.294%
10/24/2024Welch Group LLC17,599$925K0.0%-14.6%0.031%
10/24/2024Lunt Capital Management Inc.37,199$1.96M0.9%+6.9%0.065%
10/24/2024J.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%
10/23/2024Allworth Financial LP7,366$387K0.0%-21.3%0.013%
10/23/2024Silver Oak Securities Incorporated11,121$582K0.1%+205.1%0.019%
10/23/2024Schmidt P J Investment Management Inc.19,171$1.01M0.2%+4.4%0.033%
10/23/2024American 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%
10/22/2024Private Advisor Group LLC145,828$7.66M0.0%+7.1%0.254%
10/22/2024 Eastern Bank2,340$123K0.0%N/A0.004%
10/21/2024Koss Olinger Consulting LLC595,695$31.30M2.7%-0.5%1.040%
10/19/2024Cedrus LLC15,825$832K0.3%+227.5%0.028%
10/18/2024 Whitaker 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%
10/16/2024Global Retirement Partners LLC56,452$2.97M0.1%+1.5%0.099%
10/16/2024SPC Financial Inc.111,458$5.86M0.5%+7.9%0.195%
10/15/2024PFG Advisors201,245$10.58M0.7%+5.8%0.351%
10/11/2024 ORG Partners LLC122,027$6.41M1.0%-4.1%0.213%
10/10/2024JBR Co Financial Management Inc17,266$907K0.6%-36.3%0.030%
10/9/2024Ferguson Shapiro LLC1,167,237$61.34M22.9%+105.3%2.037%
10/9/2024 Marcum Wealth LLC4,818$253K0.0%-20.0%0.008%
10/8/2024CWM LLC1,186$62K0.0%+32.7%0.002%
10/8/2024 Saxon Interests Inc.8,519$448K0.2%N/A0.015%
10/8/2024C2P 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%
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9/23/2024Centaurus Financial Inc.2,225$111K0.0%N/A0.004%
9/11/2024Newbridge Financial Services Group Inc.542$27K0.0%-32.1%0.001%
9/5/2024Sanctuary Advisors LLC10,322$479K0.0%N/A0.018%
8/26/2024Founders Financial Alliance LLC599$30K0.0%-36.9%0.001%
8/22/2024Cetera Investment Advisers1,073,209$53.40M0.1%+9.4%1.873%
8/21/2024SPC Financial Inc.103,305$5.14M0.5%+9.7%0.180%
8/21/2024Truist Financial Corp297,547$14.81M0.0%+9.1%0.519%
8/19/2024B. Riley Wealth Advisors Inc.40,557$2.02M0.1%-19.3%0.071%
8/16/2024NewEdge Advisors LLC127,953$6.37M0.0%-2.7%0.223%
8/16/2024Northwestern Mutual Wealth Management Co.450,564$22.42M0.0%+6.8%0.786%
(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, 193 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 ($105.99M), 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 152 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 ($573.12K), 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 12,110,296 shares in the last 24 months. This purchase volume represents approximately $531.09M 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 4,938,438 shares in the last 24 months. This volume of shares sold represents approximately $200.45M in transactions.


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This page (BATS:PTLC) was last updated on 1/22/2025 by MarketBeat.com Staff
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