PACER TRENDPILOT US LARGE CA (PTLC) Institutional Shareholders
PACER TRENDPILOT US LARGE CA (PTLC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.19B in PTLC holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PTLC tracked by InsiderSet, reporting ownership valued at approximately $337.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $344.36M, representing an estimated gain of +1.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PTLC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in PACER TRENDPILOT US LARGE CA (PTLC).
This page ranks the largest institutional PTLC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
239
Total Reported Value
$2.19B
Largest Holder
Lpl Financial Llc
Largest Position
$337.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 5,795,400 | $337,639,973 | $344,362,668 | +$6,722,695 | +1.99% | |
| Bank Of America Corp | 0.02% | 5,265,426 | $306,763,723 | $312,871,613 | +$6,107,890 | +1.99% | |
| Morgan Stanley | 0.01% | 3,648,977 | $212,589,508 | $216,822,213 | +$4,232,705 | +1.99% | |
| Sfmg, Llc | 9.40% | 2,648,509 | $154,302,107 | $157,374,405 | +$3,072,298 | +1.99% | |
| Raymond James Financial Inc | 0.04% | 2,327,966 | $135,627,287 | $138,327,740 | +$2,700,453 | +1.99% | |
| Wells Fargo & Company/Mn | 0.02% | 2,193,480 | $127,792,185 | $130,336,582 | +$2,544,397 | +1.99% | |
| Cfs Investment Advisory Services, Llc | 7.88% | 2,031,377 | $118,104,259 | $120,704,421 | +$2,600,162 | +2.20% | |
| Cetera Investment Advisers | 0.06% | 1,125,510 | $65,572,218 | $66,877,804 | +$1,305,586 | +1.99% | |
| Ubs Group Ag | 0.01% | 936,120 | $54,538,351 | $55,624,250 | +$1,085,899 | +1.99% | |
| Osaic Holdings, Inc. | 0.05% | 749,890 | $43,689,444 | $44,558,464 | +$869,020 | +1.99% | |
| Envestnet Asset Management Inc | 0.01% | 661,431 | $38,534,959 | $39,302,230 | +$767,271 | +1.99% | |
| Royal Bank Of Canada | 0.01% | 615,809 | $35,876,000 | $36,591,371 | +$715,371 | +1.99% | |
| Commonwealth Equity Services, Llc | 0.04% | 590,351 | $34,393,854 | $35,078,656 | +$684,802 | +1.99% | |
| Stifel Financial Corp | 0.02% | 426,195 | $24,830,030 | $25,324,507 | +$494,477 | +1.99% | |
| Level Four Advisory Services, Llc | 0.62% | 375,782 | $21,893,127 | $22,328,966 | +$435,839 | +1.99% | |
| Mml Investors Services, Llc | 0.04% | 350,648 | $20,428,723 | $20,835,504 | +$406,781 | +1.99% | |
| Newedge Advisors, Llc | 0.06% | 318,441 | $18,552,386 | $18,921,764 | +$369,378 | +1.99% | |
| Geneos Wealth Management Inc. | 0.37% | 310,265 | $18,076,044 | $18,435,946 | +$359,902 | +1.99% | |
| Kestra Advisory Services, Llc | 0.06% | 300,081 | $17,482,708 | $17,830,813 | +$348,105 | +1.99% | |
| Mbl Wealth, Llc | 1.19% | 299,162 | $17,429,175 | $17,776,206 | +$347,031 | +1.99% | |
| Tyche Wealth Partners Llc | 2.39% | 292,286 | $17,028,584 | $17,367,634 | +$339,050 | +1.99% | |
| Merit Financial Group, Llc | 0.10% | 267,262 | $15,570,692 | $15,880,708 | +$310,016 | +1.99% | |
| Deane Retirement Strategies, Inc. | 5.39% | 218,676 | $12,736,556 | $12,993,728 | +$257,172 | +2.02% | |
| Pacer Advisors, Inc. | 0.03% | 217,407 | $12,666,000 | $12,918,324 | +$252,324 | +1.99% | |
| Meridian Wealth Advisors, Llc | 1.35% | 203,946 | $11,881,895 | $12,118,471 | +$236,576 | +1.99% | |
| Private Advisor Group, Llc | 0.05% | 200,426 | $11,676,811 | $11,909,313 | +$232,502 | +1.99% | |
| My Wealth Management Inc. | 8.22% | 200,318 | $11,670,528 | $11,902,896 | +$232,368 | +1.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 185,922 | $10,948,974 | $11,047,485 | +$98,511 | +0.90% | |
| J.W. Cole Advisors, Inc. | 0.18% | 176,784 | $10,299,446 | $10,504,505 | +$205,059 | +1.99% | |
| Alphacore Capital Llc | 0.18% | 172,105 | $10,026,837 | $10,226,479 | +$199,642 | +1.99% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 163,085 | $9,501,359 | $9,690,511 | +$189,152 | +1.99% | |
| Rockefeller Capital Management L.P. | 0.01% | 162,231 | $9,451,613 | $9,639,766 | +$188,153 | +1.99% | |
| Fourpath Capital Management, Llc | 1.19% | 155,034 | $9,032,294 | $9,212,120 | +$179,826 | +1.99% | |
| Financial Enhancement Group Llc | 1.03% | 148,672 | $8,661,631 | $8,834,090 | +$172,459 | +1.99% | |
| Pfg Advisors | 0.42% | 142,257 | $8,287,876 | $8,452,911 | +$165,035 | +1.99% | |
| Moneco Advisors, Llc | 0.42% | 117,529 | $6,847,225 | $6,983,573 | +$136,348 | +1.99% | |
| Retirement Planning Group, Llc | 0.16% | 109,708 | $6,391,588 | $6,518,849 | +$127,261 | +1.99% | |
| Gaddis Premier Wealth Advisors Llc | 3.87% | 109,094 | $6,355,803 | $6,482,365 | +$126,562 | +1.99% | |
| Glr Partners, Llc | 2.58% | 95,119 | $5,541,633 | $5,651,971 | +$110,338 | +1.99% | |
| Bryn Mawr Trust Advisors, Llc | 0.23% | 91,034 | $5,303,625 | $5,409,240 | +$105,615 | +1.99% | |
| Concurrent Investment Advisors, Llc | 0.04% | 89,661 | $5,223,676 | $5,327,657 | +$103,981 | +1.99% | |
| Sanctuary Advisors, Llc | 0.02% | 88,752 | $5,170,689 | $5,273,644 | +$102,955 | +1.99% | |
| Pacific Park Financial, Inc. | 2.96% | 87,449 | $5,094,779 | $5,196,220 | +$101,441 | +1.99% | |
| Curtis Advisory Group, Llc | 0.93% | 82,068 | $4,781,282 | $4,876,481 | +$95,199 | +1.99% | |
| Forefront Wealth Partners, Llc | 1.43% | 79,039 | $4,604,775 | $4,696,497 | +$91,722 | +1.99% | |
| Davenport & Co Llc | 0.02% | 76,668 | $4,466,676 | $4,555,613 | +$88,937 | +1.99% | |
| Ofc Financial Planning, Llc | 3.75% | 72,368 | $4,216,160 | $4,300,107 | +$83,947 | +1.99% | |
| Henderson Brothers Financial Partners, Llc | 1.97% | 71,352 | $4,156,981 | $4,239,736 | +$82,755 | +1.99% | |
| Ameriprise Financial Inc | 0.00% | 70,725 | $4,120,422 | $4,202,480 | +$82,058 | +1.99% | |
| Magnolia Capital Advisors Llc | 0.69% | 68,647 | $3,999,375 | $4,079,005 | +$79,630 | +1.99% |
Frequently asked questions about PTLC
Who owns the most PTLC stock?
The largest holders of PTLC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER TRENDPILOT US LARGE CA (PTLC).
Is PTLC widely held by superinvestors?
Many widely followed stocks like PTLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTLC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.