ETF Holders

Who owns PTLC?

US large cap

Pacer Trendpilot US Large Cap ETF · Pacer

248 institutions reported holding PTLC, worth $2.3B, in Form 13F filings for June 30, 2026.

13F holders
248
Institutional value
$2.3B
Change from prior quarter
+12.2%
+$254.2M, with price moves
New and sold-out firms
30 / 22
67 added, 90 trimmed

Top 10 institutional holders of PTLC

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$337.6M5,795,400+32,944 shares
Bank of America Corp.Charlotte, NC$306.8M5,265,426−327,646 shares
Morgan StanleyNew York, NY$212.6M3,648,977−55,718 shares
SFMG, LLCPlano, TX$154.3M2,648,509+141,285 shares
Raymond James Financial Inc.St. Petersburg, FL$135.6M2,327,966+151,859 shares
Wells Fargo & CompanySan Francisco, CA$127.8M2,193,480−116,525 shares
CFS Investment Advisory Services, LLCTotowa, NJ$118.1M2,031,377−3,166 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$86.2M1,478,918+719,930 shares
Cetera Investment AdvisersSchaumburg, IL$65.6M1,125,510−327,076 shares
UBS Group AGZurich, Switzerland$54.5M936,120−59,974 shares
238 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns PTLC?

248 institutional managers reported holding PTLC in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by LPL Financial LLC, at $337.6M.

Did institutions buy or sell PTLC last quarter?

Reported 13F value rose 12.2% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 22 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is PTLC ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.