PTLC Institutional Ownership
Pacer Trendpilot US Large Cap ETF
1W: -0.3%
1M: +0.7%
3M: +2.5%
YTD: +7.8%
1Y: +9.2%
3Y: +53.8%
5Y: +59.8%
$60.06
+0.44 (+0.74%)
Weekly Expected Move ±1.5%
$58
$59
$60
$61
$62
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PTLC
270
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
28
New Positions
66
Increased
116
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (296 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5,795,400 | $348M | +32,944 | +0.6% | 45Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,265,426 | $316M | -327,646 | -5.9% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 3,648,977 | $219M | -55,718 | -1.5% | 45Q | SEC ↗ |
| 4 | SFMG, LLC | 2,648,509 | $159M | +141,285 | +5.6% | 5Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 2,327,966 | $140M | +151,859 | +7.0% | 7Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 2,193,480 | $132M | -116,525 | -5.0% | 45Q | SEC ↗ |
| 7 | CFS Investment Advisory Services, LLC | 2,031,377 | $122M | -3,166 | -0.2% | 20Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 1,125,510 | $68M | -327,076 | -22.5% | 29Q | SEC ↗ |
| 9 | UBS Group AG | 936,120 | $56M | -59,974 | -6.0% | 44Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 749,890 | $45M | -52,750 | -6.6% | 26Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 739,459 | $44M | -19,529 | -2.6% | 34Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 661,431 | $40M | +9,679 | +1.5% | 31Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 615,809 | $37M | +9,281 | +1.5% | 45Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 590,351 | $35M | -67,654 | -10.3% | 35Q | SEC ↗ |
| 15 | Bullock Wealth Management Group | 515,072 | $31M | +16,783 | +3.4% | 3Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 426,195 | $26M | -53,798 | -11.2% | 31Q | SEC ↗ |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | 375,782 | $23M | +8,616 | +2.3% | 30Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 350,648 | $21M | +51,389 | +17.2% | 30Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 318,441 | $19M | -7,480 | -2.3% | 37Q | SEC ↗ |
| 20 | Geneos Wealth Management Inc. | 310,265 | $19M | +79,447 | +34.4% | 33Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 300,081 | $18M | -25,797 | -7.9% | 24Q | SEC ↗ |
| 22 | MBL Wealth, LLC | 299,162 | $18M | -8,333 | -2.7% | 18Q | SEC ↗ |
| 23 | Tyche Wealth Partners LLC | 292,286 | $18M | +8,617 | +3.0% | 11Q | SEC ↗ |
| 24 | Merit Financial Group, LLC | 267,262 | $16M | -190,951 | -41.7% | 22Q | SEC ↗ |
| 25 | Deane Retirement Strategies, Inc. | 218,676 | $13M | -3,657 | -1.6% | 7Q | SEC ↗ |
| 26 | Pacer Advisors, Inc. | 217,407 | $13M | +23,419 | +12.1% | 20Q | SEC ↗ |
| 27 | Meridian Wealth Advisors, LLC | 203,946 | $12M | — | +0.0% | 31Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 203,909 | $12M | -9,149 | -4.3% | 16Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 200,426 | $12M | +12,258 | +6.5% | 45Q | SEC ↗ |
| 30 | MY Wealth Management Inc. | 200,318 | $12M | +25,385 | +14.5% | 7Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 185,922 | $11M | +19,643 | +11.8% | 12Q | SEC ↗ |
| 32 | J.W. COLE ADVISORS, INC. | 176,784 | $11M | -11,219 | -6.0% | 19Q | SEC ↗ |
| 33 | AlphaCore Capital LLC | 172,105 | $10M | +13,263 | +8.3% | 3Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 163,085 | $10M | +693 | +0.4% | 34Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 162,231 | $10M | -11,846 | -6.8% | 27Q | SEC ↗ |
| 36 | FOURPATH CAPITAL MANAGEMENT, LLC | 155,034 | $9M | +2,555 | +1.7% | 8Q | SEC ↗ |
| 37 | Financial Enhancement Group LLC | 148,672 | $9M | -2,398 | -1.6% | 16Q | SEC ↗ |
| 38 | PFG Advisors | 142,257 | $9M | +10,757 | +8.2% | 32Q | SEC ↗ |
| 39 | Creative Planning | 124,584 | $7M | -38,053 | -23.4% | 21Q | SEC ↗ |
| 40 | MONECO ADVISORS, LLC | 117,529 | $7M | -1,823 | -1.5% | 20Q | SEC ↗ |
| 41 | Retirement Planning Group, LLC | 109,708 | $7M | -6,058 | -5.2% | 3Q | SEC ↗ |
| 42 | Gaddis Premier Wealth Advisors LLC | 109,094 | $7M | +3,440 | +3.3% | 3Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 101,551 | $6M | -9,656 | -8.7% | 34Q | SEC ↗ |
| 44 | GLR Partners, LLC | 95,119 | $6M | +1,750 | +1.9% | 2Q | SEC ↗ |
| 45 | Bryn Mawr Trust Advisors, LLC | 91,034 | $5M | -2,457 | -2.6% | 4Q | SEC ↗ |
| 46 | Concurrent Investment Advisors, LLC | 89,661 | $5M | -27,814 | -23.7% | 11Q | SEC ↗ |
| 47 | Sanctuary Advisors, LLC | 88,752 | $5M | +320 | +0.4% | 9Q | SEC ↗ |
| 48 | Pacific Park Financial, Inc. | 87,449 | $5M | +360 | +0.4% | 3Q | SEC ↗ |
| 49 | Curtis Advisory Group, LLC | 82,068 | $5M | +1,304 | +1.6% | 11Q | SEC ↗ |
| 50 | Forefront Wealth Partners, LLC | 79,039 | $5M | +36,730 | +86.8% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 56,632 | $3M |
| Regatta Research & Money Management | 40,906 | $2M |
| GOLDMAN SACHS GROUP INC | 38,637 | $2M |
| JONES FINANCIAL COMPANIES LLLP | 27,831 | $2M |
| MILLINGTON SECURITIES, LLC | 27,089 | $2M |
| Sage Mountain Advisors LLC | 19,516 | $1M |
| Atria Investments, Inc | 14,420 | $866K |
| FLOW TRADERS U.S. LLC | 11,469 | $689K |
| Gimbal Financial | 11,232 | $675K |
| Precision Wealth Strategies, LLC | 11,067 | $665K |
| XML Financial, LLC | 9,648 | $579K |
| TITLEIST ASSET MANAGEMENT, LLC | 8,720 | $524K |
| FORTEM FINANCIAL GROUP, LLC | 7,260 | $436K |
| SYKON CAPITAL LLC | 6,193 | $372K |
| QUANTUM FINANCIAL PARTNERS LLC | 4,485 | $269K |
| Leo Wealth, LLC | 4,203 | $252K |
| Ashton Thomas Private Wealth, LLC | 4,150 | $249K |
| Tempus Wealth Planning, LLC | 3,790 | $228K |
| Bryant Woods Investment Advisors, L | 3,757 | $226K |
| Castle Rock Wealth Management, LLC | 3,739 | $225K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | 144,071 | $9M |
| Ascentis Independent Advisors | 101,891 | $6M |
| CITADEL ADVISORS LLC | 67,079 | $4M |
| Wealthcare Advisory Partners LLC | 39,366 | $2M |
| Lunt Capital Management, Inc. | 35,042 | $2M |
| Envestnet Portfolio Solutions, Inc. | 33,740 | $2M |
| Independent Advisor Alliance | 27,826 | $2M |
| CALTON & ASSOCIATES, INC. | 24,892 | $1M |
| Mariner, LLC | 18,886 | $1M |
| IFS Group,LLC | 12,844 | $771K |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,957 | $538K |
| Capital Asset Advisory Services LLC | 8,957 | $538K |
| Aspire Capital Advisors LLC | 8,700 | $523K |
| GTS SECURITIES LLC | 8,160 | $490K |
| Oregon Pacific Wealth Management, L | 7,355 | $442K |
| D. E. Shaw & Co., Inc. | 6,384 | $383K |
| FOUNDERS FINANCIAL SECURITIES LLC | 6,141 | $369K |
| Clarus Group, Inc. | 6,091 | $366K |
| Ferguson Shapiro LLC | 6,082 | $365K |
| Gateway Wealth Partners, LLC | 5,954 | $358K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +151,859 | +7.0% | 2,327,966 |
| SFMG, LLC | +141,285 | +5.6% | 2,648,509 |
| Geneos Wealth Management Inc. | +79,447 | +34.4% | 310,265 |
| MML INVESTORS SERVICES, LLC | +51,389 | +17.2% | 350,648 |
| Forefront Wealth Partners, LLC | +36,730 | +86.8% | 79,039 |
| LPL Financial LLC | +32,944 | +0.6% | 5,795,400 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +31,029 | +288.2% | 41,794 |
| Summit Financial, LLC | +29,200 | +161.8% | 47,246 |
| MY Wealth Management Inc. | +25,385 | +14.5% | 200,318 |
| Pacer Advisors, Inc. | +23,419 | +12.1% | 217,407 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +19,643 | +11.8% | 185,922 |
| HRT FINANCIAL LP | +18,281 | +341.0% | 23,642 |
| Bullock Wealth Management Group | +16,783 | +3.4% | 515,072 |
| AlphaCore Capital LLC | +13,263 | +8.3% | 172,105 |
| Private Advisor Group, LLC | +12,258 | +6.5% | 200,426 |
| Advisory Services Network, LLC | +11,587 | +185.6% | 17,830 |
| PFG Advisors | +10,757 | +8.2% | 142,257 |
| ENVESTNET ASSET MANAGEMENT INC | +9,679 | +1.5% | 661,431 |
| ROYAL BANK OF CANADA | +9,281 | +1.5% | 615,809 |
| Tyche Wealth Partners LLC | +8,617 | +3.0% | 292,286 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -327,646 | -5.9% | 5,265,426 |
| Cetera Investment Advisers | -327,076 | -22.5% | 1,125,510 |
| Merit Financial Group, LLC | -190,951 | -41.7% | 267,262 |
| WELLS FARGO & COMPANY/MN | -116,525 | -5.0% | 2,193,480 |
| COMMONWEALTH EQUITY SERVICES, LLC | -67,654 | -10.3% | 590,351 |
| Henderson Brothers Financial Partne | -62,895 | -46.9% | 71,352 |
| UBS Group AG | -59,974 | -6.0% | 936,120 |
| MORGAN STANLEY | -55,718 | -1.5% | 3,648,977 |
| STIFEL FINANCIAL CORP | -53,798 | -11.2% | 426,195 |
| OSAIC HOLDINGS, INC. | -52,750 | -6.6% | 749,890 |
| Creative Planning | -38,053 | -23.4% | 124,584 |
| MONEY CONCEPTS CAPITAL CORP | -32,961 | -73.5% | 11,885 |
| Concurrent Investment Advisors, LLC | -27,814 | -23.7% | 89,661 |
| Kestra Advisory Services, LLC | -25,797 | -7.9% | 300,081 |
| CITIGROUP INC | -20,907 | -29.1% | 50,974 |
| Cambridge Investment Research Advis | -19,529 | -2.6% | 739,459 |
| StoneX Group Inc. | -13,900 | -69.9% | 5,987 |
| AMERIPRISE FINANCIAL INC | -13,529 | -16.1% | 70,725 |
| DAVENPORT & Co LLC | -12,157 | -13.7% | 76,668 |
| Rockefeller Capital Management L.P. | -11,846 | -6.8% | 162,231 |