PACER TRENDPILOT US LARGE CA PTLC
$58.14
-0.0% 52w: $48.30 – $59.09
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data48.3053.7059.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
245
-5 QoQ
13F value
$2.11B
-17.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns PTLC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 5.8M | $302.3M | 0.1% | -0.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.6M | $293.4M | 0.0% | -3.7% |
| MORGAN STANLEY | Bank broker | 3.7M | $194.3M | 0.0% | -3.3% |
| SFMG, LLC | Wealth advisor | 2.5M | $131.5M | 9.0% | +3.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.3M | $121.2M | 0.0% | +0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.2M | $114.2M | 0.0% | +0.1% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 2.0M | $112.5M | 7.7% | -1.7% |
| Cetera Investment Advisers | Wealth advisor | 1.5M | $76.2M | 0.1% | 0.0% |
| UBS Group AG | Bank broker | 996.1K | $52.3M | 0.0% | -3.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 802.6K | $42.1M | 0.1% | -27.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 759.0K | $39.8M | 0.1% | -7.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 658.0K | $34.5M | 0.0% | -0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 651.8K | $34.2M | 0.0% | +4.7% |
| ROYAL BANK OF CANADA | Bank broker | 606.5K | $31.8M | 0.0% | -1.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 480.0K | $25.2M | 0.0% | +3.0% |
| Merit Financial Group, LLC | Wealth advisor | 458.2K | $24.0M | 0.2% | +4.3% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 367.2K | $19.3M | 0.6% | +0.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 325.9K | $17.1M | 0.1% | -17.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 325.9K | $17.1M | 0.1% | -8.6% |
| MBL Wealth, LLC | Wealth advisor | 307.5K | $16.1M | 1.2% | +0.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 299.3K | $15.7M | 0.0% | -24.2% |
| Tyche Wealth Partners LLC | Other | 283.7K | $14.9M | 2.3% | +2.6% |
| Geneos Wealth Management Inc. | Wealth advisor | 230.8K | $12.1M | 0.3% | -14.5% |
| Deane Retirement Strategies, Inc. | Wealth advisor | 222.3K | $11.7M | 4.7% | -0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 213.1K | $11.2M | 0.0% | -9.3% |
| Meridian Wealth Advisors, LLC | Other | 203.9K | $10.7M | 1.4% | +0.2% |
| Pacer Advisors, Inc. | Diversified mechanical | 194.0K | $10.2M | 0.0% | -1.5% |
| Private Advisor Group, LLC | Wealth advisor | 188.2K | $9.9M | 0.0% | +1.7% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 188.0K | $9.9M | 0.3% | -2.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 174.1K | $9.1M | 0.0% | -12.2% |
| MY Wealth Management Inc. | Wealth advisor | 174.9K | $9.0M | 8.7% | -20.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 166.3K | $8.8M | 0.0% | -14.6% |
| Creative Planning | Wealth advisor | 162.6K | $8.5M | 0.0% | -0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 162.4K | $8.5M | 0.0% | +0.8% |
| Financial Enhancement Group LLC | Wealth advisor | 151.1K | $8.4M | 1.0% | -2.7% |
| AlphaCore Capital LLC | Wealth advisor | 158.8K | $8.3M | 0.2% | +7.8% |
| FOURPATH CAPITAL MANAGEMENT, LLC | Other | 152.5K | $8.0M | 1.1% | +1.2% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 144.1K | $7.6M | 0.9% | New |
| Henderson Brothers Financial Partners, LLC | Wealth advisor | 134.2K | $7.0M | 1.8% | — |
| PFG Advisors | Wealth advisor | 131.5K | $6.9M | 0.3% | +18.1% |
| MONECO ADVISORS, LLC | Wealth advisor | 119.4K | $6.3M | 0.5% | -20.7% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 117.5K | $6.2M | 0.1% | -11.6% |
| Retirement Planning Group, LLC | Wealth advisor | 115.8K | $6.1M | 0.2% | +1646.4% |
| HighTower Advisors, LLC | Diversified mechanical | 111.2K | $5.8M | 0.0% | -1.4% |
| Gaddis Premier Wealth Advisors LLC | Wealth advisor | 105.7K | $5.5M | 4.1% | +0.8% |
| Ascentis Independent Advisors | Other | 101.9K | $5.3M | 0.4% | New |
| Bryn Mawr Trust Advisors, LLC | Other | 93.5K | $4.9M | 0.2% | -1.1% |
| GLR Partners, LLC | Wealth advisor | 93.4K | $4.9M | 2.7% | — |
| DAVENPORT & Co LLC | Diversified mechanical | 88.8K | $4.7M | 0.0% | -20.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 88.4K | $4.6M | 0.0% | +2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.