PTLC Institutional Ownership & Shareholders
PACER TRENDPILOT US LARGE CA (PTLC) is currently held by 247 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.21B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $342.13M, representing an estimated gain of +1.33% 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
247
Total Reported Value
$2.21B
Largest Holder
Lpl Financial Llc
Largest Position
$337.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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 | $342,131,439 | +$4,491,466 | +1.33% | |
| Bank Of America Corp | 0.02% | 5,265,426 | $306,763,723 | $310,844,424 | +$4,080,701 | +1.33% | |
| Morgan Stanley | 0.01% | 3,648,977 | $212,589,508 | $215,417,357 | +$2,827,849 | +1.33% | |
| Sfmg, Llc | 9.40% | 2,648,509 | $154,302,107 | $156,354,729 | +$2,052,622 | +1.33% | |
| Raymond James Financial Inc | 0.04% | 2,327,966 | $135,627,287 | $137,431,473 | +$1,804,186 | +1.33% | |
| Wells Fargo & Company/Mn | 0.02% | 2,193,480 | $127,792,185 | $129,492,092 | +$1,699,907 | +1.33% | |
| Cfs Investment Advisory Services, Llc | 7.96% | 2,017,796 | $122,742,531 | $119,120,587 | -$3,621,944 | -2.95% | |
| Cetera Investment Advisers | 0.06% | 1,125,510 | $65,572,218 | $66,444,483 | +$872,265 | +1.33% | |
| Ubs Group Ag | 0.01% | 936,120 | $54,538,351 | $55,263,844 | +$725,493 | +1.33% | |
| Osaic Holdings, Inc. | 0.05% | 749,890 | $43,689,444 | $44,269,756 | +$580,312 | +1.33% | |
| Envestnet Asset Management Inc | 0.01% | 661,431 | $38,534,959 | $39,047,579 | +$512,620 | +1.33% | |
| Royal Bank Of Canada | 0.01% | 615,809 | $35,876,000 | $36,354,284 | +$478,284 | +1.33% | |
| Commonwealth Equity Services, Llc | 0.04% | 540,548 | $32,168,020 | $31,911,251 | -$256,769 | -0.80% | |
| Stifel Financial Corp | 0.02% | 426,195 | $24,830,030 | $25,160,422 | +$330,392 | +1.33% | |
| Level Four Advisory Services, Llc | 0.62% | 375,782 | $21,893,127 | $22,184,290 | +$291,163 | +1.33% | |
| Mml Investors Services, Llc | 0.04% | 350,648 | $20,428,723 | $20,700,505 | +$271,782 | +1.33% | |
| Newedge Advisors, Llc | 0.06% | 318,441 | $18,552,386 | $18,799,164 | +$246,778 | +1.33% | |
| Geneos Wealth Management Inc. | 0.37% | 310,265 | $18,076,044 | $18,316,494 | +$240,450 | +1.33% | |
| Mbl Wealth, Llc | 1.08% | 302,145 | $17,980,645 | $17,837,130 | -$143,515 | -0.80% | |
| Kestra Advisory Services, Llc | 0.05% | 300,119 | $17,860,105 | $17,717,525 | -$142,580 | -0.80% | |
| Tyche Wealth Partners Llc | 2.39% | 292,286 | $17,028,584 | $17,255,104 | +$226,520 | +1.33% | |
| Merit Financial Group, Llc | 0.10% | 267,262 | $15,570,692 | $15,777,812 | +$207,120 | +1.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 215,000 | $12,994,628 | $12,692,525 | -$302,103 | -2.32% | |
| Pacer Advisors, Inc. | 0.03% | 217,407 | $12,666,000 | $12,834,622 | +$168,622 | +1.33% | |
| Deane Retirement Strategies, Inc. | 4.97% | 203,972 | $12,139,568 | $12,041,487 | -$98,081 | -0.81% | |
| Meridian Wealth Advisors, Llc | 1.35% | 203,946 | $11,881,895 | $12,039,952 | +$158,057 | +1.33% | |
| Private Advisor Group, Llc | 0.05% | 200,426 | $11,676,811 | $11,832,149 | +$155,338 | +1.33% | |
| J.W. Cole Advisors, Inc. | 0.18% | 176,784 | $10,299,446 | $10,436,443 | +$136,997 | +1.33% | |
| Alphacore Capital Llc | 0.18% | 172,105 | $10,026,837 | $10,160,219 | +$133,382 | +1.33% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 163,085 | $9,501,359 | $9,627,723 | +$126,364 | +1.33% | |
| Rockefeller Capital Management L.P. | 0.01% | 162,231 | $9,451,613 | $9,577,307 | +$125,694 | +1.33% | |
| Fourpath Capital Management, Llc | 1.21% | 155,846 | $9,274,409 | $9,200,369 | -$74,040 | -0.80% | |
| Pfg Advisors | 0.46% | 152,160 | $9,055,019 | $8,982,766 | -$72,253 | -0.80% | |
| Ashton Thomas Securities, Llc | 0.95% | 150,275 | $8,942,865 | $8,871,485 | -$71,380 | -0.80% | |
| Financial Enhancement Group Llc | 1.03% | 147,102 | $8,926,149 | $8,684,167 | -$241,982 | -2.71% | |
| My Wealth Management Inc. | 5.34% | 123,036 | $7,321,879 | $7,263,430 | -$58,449 | -0.80% | |
| Creative Planning | 0.00% | 120,435 | $7,167,074 | $7,109,880 | -$57,194 | -0.80% | |
| Moneco Advisors, Llc | 0.42% | 117,529 | $6,847,225 | $6,938,325 | +$91,100 | +1.33% | |
| Gaddis Premier Wealth Advisors Llc | 3.66% | 111,020 | $6,606,806 | $6,554,066 | -$52,740 | -0.80% | |
| Glr Partners, Llc | 2.58% | 95,119 | $5,541,633 | $5,615,350 | +$73,717 | +1.33% | |
| Retirement Planning Group, Llc | 0.14% | 92,663 | $5,514,361 | $5,470,360 | -$44,001 | -0.80% | |
| Bryn Mawr Trust Advisors, Llc | 0.23% | 91,034 | $5,303,625 | $5,374,192 | +$70,567 | +1.33% | |
| Sanctuary Advisors, Llc | 0.02% | 88,752 | $5,170,689 | $5,239,474 | +$68,785 | +1.33% | |
| Pacific Park Financial, Inc. | 3.00% | 85,260 | $5,073,823 | $5,033,324 | -$40,499 | -0.80% | |
| Curtis Advisory Group, Llc | 0.92% | 82,758 | $4,924,929 | $4,885,619 | -$39,310 | -0.80% | |
| Davenport & Co Llc | 0.02% | 77,830 | $4,631,661 | $4,594,694 | -$36,967 | -0.80% | |
| Forefront Wealth Partners, Llc | 1.43% | 79,039 | $4,604,775 | $4,666,067 | +$61,292 | +1.33% | |
| Ofc Financial Planning, Llc | 3.75% | 72,368 | $4,216,160 | $4,272,245 | +$56,085 | +1.33% | |
| Henderson Brothers Financial Partners, Llc | 1.97% | 71,352 | $4,156,981 | $4,212,265 | +$55,284 | +1.33% | |
| Ameriprise Financial Inc | 0.00% | 70,725 | $4,120,422 | $4,175,250 | +$54,828 | +1.33% |
Frequently asked questions about PTLC
Who are the largest institutional holders of PTLC?
The largest institutional holders of PTLC reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Sfmg, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported PTLC position.
What is PTLC institutional ownership?
This page tracks PTLC positions reported by institutional investment managers through SEC Form 13F. PACER TRENDPILOT US LARGE CA (PTLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PTLC?
InsiderSet currently tracks 247 institutional managers reporting PTLC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PTLC shareholders.
How much PTLC stock do institutions own?
Institutional investment managers disclosed approximately $2.21B in PTLC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PTLC institutional ownership last updated?
The latest PTLC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PTLC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PTLC position after the reporting date.
Are institutions buying or selling PTLC?
Institutional buying and selling can be analyzed by comparing PTLC positions across consecutive 13F reporting periods. InsiderSet's PTLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PTLC ownership changes.
How has PTLC institutional ownership changed over time?
InsiderSet tracks PTLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.