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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

PTLC

PTLC 13F Positioning & Ownership Changes

Pacer Trendpilot US Large Ca

-$199.2M

Net Activity

Institutions Holding

244

Popularity Rank

#2434

Avg Weight

0.34%

Total Value

$2.1B

Ownership Trend

244 institutions currently hold PTLC, with 97 net buyers and 130 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

130

Net Buying Institutions

97

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$302.3M
BO
Bank Of America CORP /de/
$293.4M
MS
Morgan Stanley
$194.3M
SL
Sfmg, LLC
$131.5M
WF
Wells Fargo & Company/mn
$121.2M

Top 5 by Conviction

SL
Sfmg, LLC
8.91%
MW
MY Wealth Management Inc.
8.71%
CI
CFS Investment Advisory Services, LLC
7.75%
DR
Deane Retirement Strategies, Inc.
4.69%
GP
Gaddis Premier Wealth Advisors LLC
4.09%
View all 244 holding institutions

Quarterly Activity

Recent Activity

+$765.5M

Total Buy Value

$1.6B

Total Sell Value

New buy23
Trim100
Add74
Sold out30

97

Net Buyers

130

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PACER TRENDPILOT US LARGE CA (PTLC)?
Major stakeholders currently include LPL Financial LLC ($302.3M), Bank Of America CORP /de/ ($293.4M), Morgan Stanley ($194.3M). Based on the latest 13F filings, there are a total of 244 tracked investment funds and institutions maintaining positions in PTLC.
What is the overall institutional sentiment toward PTLC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $199.2M, driven by 97 managers accumulating shares while 130 reduced their exposure.
Which institutions have been selling or reducing their PTLC positions?
In the latest period, 100 funds trimmed their holdings, and 30 managers completely exited their positions. The aggregate reported sell value was $1.6B.
Are there any notable investors adding PTLC to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 74 existing holders added to their shares. The total reported buy value for the quarter amounted to $765.5M.

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