PACER TRENDPILOT US LARGE CA (PTLC) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.04B 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 $302.30M in its March 31, 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 $332.03M, representing an estimated gain of +9.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
240
Total Reported Value
$2.04B
Largest Holder
Lpl Financial Llc
Largest Position
$302.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
131
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% | 5,762,456 | $302,298,443 | $332,032,715 | +$29,734,272 | +9.84% | |
| Bank Of America Corp | 0.02% | 5,593,072 | $293,412,541 | $322,272,809 | +$28,860,268 | +9.84% | |
| Morgan Stanley | 0.01% | 3,704,695 | $194,348,419 | $213,464,526 | +$19,116,107 | +9.84% | |
| Sfmg, Llc | 9.02% | 2,507,224 | $131,528,946 | $144,466,247 | +$12,937,301 | +9.84% | |
| Wells Fargo & Company/Mn | 0.02% | 2,310,005 | $121,182,878 | $133,102,488 | +$11,919,610 | +9.84% | |
| Raymond James Financial Inc | 0.04% | 2,176,107 | $114,158,607 | $125,387,285 | +$11,228,678 | +9.84% | |
| Cfs Investment Advisory Services, Llc | 7.75% | 2,034,543 | $112,489,882 | $117,230,368 | +$4,740,486 | +4.21% | |
| Cetera Investment Advisers | 0.08% | 1,452,586 | $76,202,683 | $83,698,005 | +$7,495,322 | +9.84% | |
| Ubs Group Ag | 0.01% | 996,094 | $52,255,092 | $57,394,936 | +$5,139,844 | +9.84% | |
| Osaic Holdings, Inc. | 0.06% | 802,640 | $42,106,709 | $46,248,117 | +$4,141,408 | +9.84% | |
| Commonwealth Equity Services, Llc | 0.05% | 658,005 | $34,518,950 | $37,914,248 | +$3,395,298 | +9.84% | |
| Envestnet Asset Management Inc | 0.01% | 651,752 | $34,190,902 | $37,553,950 | +$3,363,048 | +9.84% | |
| Royal Bank Of Canada | 0.01% | 606,528 | $31,820,000 | $34,948,143 | +$3,128,143 | +9.83% | |
| Stifel Financial Corp | 0.02% | 479,993 | $25,180,424 | $27,657,197 | +$2,476,773 | +9.84% | |
| Merit Financial Group, Llc | 0.18% | 458,213 | $24,037,845 | $26,402,233 | +$2,364,388 | +9.84% | |
| Level Four Advisory Services, Llc | 0.63% | 367,166 | $19,261,589 | $21,156,105 | +$1,894,516 | +9.84% | |
| Kestra Advisory Services, Llc | 0.06% | 325,878 | $17,095,572 | $18,777,090 | +$1,681,518 | +9.84% | |
| Mbl Wealth, Llc | 1.22% | 307,495 | $16,131,185 | $17,717,862 | +$1,586,677 | +9.84% | |
| Mml Investors Services, Llc | 0.04% | 299,259 | $15,699,113 | $17,243,304 | +$1,544,191 | +9.84% | |
| Tyche Wealth Partners Llc | 2.29% | 283,669 | $14,881,283 | $16,345,008 | +$1,463,725 | +9.84% | |
| Geneos Wealth Management Inc. | 0.28% | 230,818 | $12,108,735 | $13,299,733 | +$1,190,998 | +9.84% | |
| Deane Retirement Strategies, Inc. | 4.69% | 222,333 | $11,657,991 | $12,810,827 | +$1,152,836 | +9.89% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 213,058 | $11,177,004 | $12,276,402 | +$1,099,398 | +9.84% | |
| Meridian Wealth Advisors, Llc | 1.41% | 203,946 | $10,699,008 | $11,751,369 | +$1,052,361 | +9.84% | |
| Pacer Advisors, Inc. | 0.03% | 193,988 | $10,176,610 | $11,177,589 | +$1,000,979 | +9.84% | |
| Private Advisor Group, Llc | 0.05% | 188,168 | $9,871,272 | $10,842,240 | +$970,968 | +9.84% | |
| J.W. Cole Advisors, Inc. | 0.33% | 188,003 | $9,862,641 | $10,832,733 | +$970,092 | +9.84% | |
| Rockefeller Capital Management L.P. | 0.02% | 174,077 | $9,132,130 | $10,030,317 | +$898,187 | +9.84% | |
| My Wealth Management Inc. | 8.71% | 174,933 | $9,000,295 | $10,079,639 | +$1,079,344 | +11.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 166,279 | $8,756,270 | $9,580,996 | +$824,726 | +9.42% | |
| Creative Planning | 0.01% | 162,637 | $8,531,925 | $9,371,144 | +$839,219 | +9.84% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 162,392 | $8,519,109 | $9,357,027 | +$837,918 | +9.84% | |
| Financial Enhancement Group Llc | 1.04% | 151,070 | $8,352,660 | $8,704,653 | +$351,993 | +4.21% | |
| Alphacore Capital Llc | 0.20% | 158,842 | $8,332,825 | $9,152,476 | +$819,651 | +9.84% | |
| Fourpath Capital Management, Llc | 1.15% | 152,479 | $7,999,060 | $8,785,840 | +$786,780 | +9.84% | |
| Ashton Thomas Securities, Llc | 0.95% | 144,071 | $7,557,965 | $8,301,371 | +$743,406 | +9.84% | |
| Henderson Brothers Financial Partners, Llc | 1.78% | 134,247 | $7,042,572 | $7,735,312 | +$692,740 | +9.84% | |
| Pfg Advisors | 0.34% | 131,500 | $6,898,484 | $7,577,030 | +$678,546 | +9.84% | |
| Moneco Advisors, Llc | 0.49% | 119,352 | $6,261,204 | $6,877,062 | +$615,858 | +9.84% | |
| Concurrent Investment Advisors, Llc | 0.07% | 117,475 | $6,162,715 | $6,768,910 | +$606,195 | +9.84% | |
| Retirement Planning Group, Llc | 0.19% | 115,766 | $6,073,084 | $6,670,437 | +$597,353 | +9.84% | |
| Hightower Advisors, Llc | 0.01% | 111,207 | $5,833,653 | $6,407,747 | +$574,094 | +9.84% | |
| Gaddis Premier Wealth Advisors Llc | 4.10% | 105,654 | $5,542,634 | $6,087,783 | +$545,149 | +9.84% | |
| Ascentis Independent Advisors | 0.40% | 101,891 | $5,345,253 | $5,870,959 | +$525,706 | +9.84% | |
| Bryn Mawr Trust Advisors, Llc | 0.24% | 93,491 | $4,904,554 | $5,386,951 | +$482,397 | +9.84% | |
| Glr Partners, Llc | 2.67% | 93,369 | $4,898,138 | $5,379,922 | +$481,784 | +9.84% | |
| Davenport & Co Llc | 0.03% | 88,825 | $4,659,758 | $5,118,097 | +$458,339 | +9.84% | |
| Sanctuary Advisors, Llc | 0.03% | 88,432 | $4,639,140 | $5,095,452 | +$456,312 | +9.84% | |
| Pacific Park Financial, Inc. | 2.98% | 87,089 | $4,568,689 | $5,018,068 | +$449,379 | +9.84% | |
| Ameriprise Financial Inc | 0.00% | 84,254 | $4,419,961 | $4,854,715 | +$434,754 | +9.84% |
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.