PTLC

PACER TRENDPILOT US LARGE CA
USCUSIP 69374H105
Institutional Owners
73
+0 QoQ
13F Value Held
$236.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)40 adding · 27 trimming
Insider net (180d)+$0
Price history not yet available for PTLC.

Top institutional holders

73 13F filers
#FundPosition valueSharesLast moveAs of
1Merit Financial Group, LLC
$24.0M
458.2KAddedQ1 2026
2LEVEL FOUR ADVISORY SERVICES, LLC
$19.3M
367.2KAddedQ1 2026
3NewEdge Advisors, LLC
$17.1M
325.9KNewQ1 2026
4Kestra Advisory Services, LLC
$17.1M
325.9KReducedQ1 2026
5MML INVESTORS SERVICES, LLC
$15.7M
299.3KReducedQ1 2026
6Geneos Wealth Management Inc.
$15.0M
269.8KNewQ4 2025
7Rockefeller Capital Management L.P.
$11.0M
198.4KNewQ4 2025
8J.W. COLE ADVISORS, INC.
$10.7M
191.8KNewQ4 2025
9Private Advisor Group, LLC
$9.9M
188.2KAddedQ1 2026
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$8.8M
166.3KReducedQ1 2026
11Steward Partners Investment Advisory, LLC
$8.5M
162.4KAddedQ1 2026
12AlphaCore Capital LLC
$8.3M
158.8KAddedQ1 2026
13PFG Advisors
$6.9M
131.5KAddedQ1 2026
14Retirement Planning Group, LLC
$6.1M
115.8KAddedQ1 2026
15Bryn Mawr Trust Advisors, LLC
$4.9M
93.5KReducedQ1 2026
16Western Wealth Management, LLC
$4.7M
84.8KNewQ4 2025
17DAVENPORT & Co LLC
$4.7M
88.8KReducedQ1 2026
18Sanctuary Advisors, LLC
$4.6M
88.4KAddedQ1 2026
19CITADEL ADVISORS LLC
$3.5M
67.1KAddedQ1 2026
20Prospera Financial Services Inc
$3.0M
57.5KAddedQ1 2026
21CREATIVE FINANCIAL DESIGNS INC /ADV
$2.5M
45.8KNewQ4 2025
22Stratos Wealth Partners, LTD.
$2.5M
46.9KReducedQ1 2026
23MONEY CONCEPTS CAPITAL CORP
$2.4M
44.8KAddedQ1 2026
24Integrated Wealth Concepts LLC
$1.8M
35.2KReducedQ1 2026
25INTEGRITY ALLIANCE, LLC.
$1.7M
33.1KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
14
funds
Added
26
funds
Reduced
20
funds
Exited
7
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

66 funds+65 since Q1 2025
03366Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $199M

Funds that own PTLC also own

CompanyCo-held byCombined value
Nvidia CorpNVDA73 funds$19.1B
ISHARES TR CORE S&P500 ETFIVV73 funds$18.5B
Microsoft CorpMSFT73 funds$15.6B
TATE STR SPDR S&P 500 ETF TSPY73 funds$9.7B
Broadcom IncAVGO73 funds$7.6B
Jpmorgan Chase & CoJPM73 funds$7.4B
Meta Platforms Inc Cl AMETA73 funds$6.8B
LPHABET INCGOOG73 funds$6.6B
VANGUARD VALUE ETFVTV73 funds$5.7B
ISHARES TR CORE US AGGBD ETAGG73 funds$5.4B
Johnson & JohnsonJNJ73 funds$4.3B
Exxon Mobil CorpXOM73 funds$4.3B

Ranked by how many of PTLC's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PTLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.