Who owns Pacer Trendpilot US Large Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PTLC from SEC Form 13F filings across 248 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 248 institutions disclosed 39.5M shares of Pacer Trendpilot US Large Cap ETF worth $2.30B — about 69.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
248
13F holders
$2.30B
value, 2026 filers
69.8%
of shares outstanding (39.5M sh)
32
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PTLC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.8M | $337.6M | 0.1% | 10.2% | +0.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 5.3M | $306.8M | 0.0% | 9.3% | -5.9% |
| 3 | MORGAN STANLEY | 3.6M | $212.6M | 0.0% | 6.5% | -1.5% |
| 4 | SFMG, LLC | 2.6M | $154.3M | 9.3% | 4.7% | +5.6% |
| 5 | RAYMOND JAMES FINANCIAL INC | 2.3M | $135.6M | 0.0% | 4.1% | +7.0% |
| 6 | WELLS FARGO & COMPANY/MN | 2.2M | $127.8M | 0.0% | 3.9% | -5.0% |
| 7 | CFS Investment Advisory Services, LLC | 2.0M | $118.1M | 7.9% | 3.6% | -0.2% |
| 8 | Cetera Investment Advisers | 1.1M | $65.6M | 0.1% | 2% | -22.5% |
| 9 | UBS Group AG | 936,120 | $54.5M | 0.0% | 1.7% | -6.0% |
| 10 | OSAIC HOLDINGS, INC. | 749,890 | $43.7M | 0.1% | 1.3% | -6.6% |
| 11 | Cambridge Investment Research Advisors, Inc. | 739,459 | $43.1M | 0.1% | 1.3% | -2.6% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 661,431 | $38.5M | 0.0% | 1.2% | +1.5% |
| 13 | ROYAL BANK OF CANADA | 615,809 | $35.9M | 0.0% | 1.1% | +1.5% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 590,351 | $34.4M | 0.0% | 1% | -10.3% |
| 15 | Bullock Wealth Management GroupNEW | 515,072 | $30.0M | 13.0% | 0.9% | new |
| 16 | STIFEL FINANCIAL CORP | 426,195 | $24.8M | 0.0% | 0.8% | -11.2% |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | 375,782 | $21.9M | 0.6% | 0.7% | +2.3% |
| 18 | MML INVESTORS SERVICES, LLC | 350,648 | $20.4M | 0.0% | 0.6% | +17.2% |
| 19 | NewEdge Advisors, LLC | 318,441 | $18.6M | 0.1% | 0.6% | +16.2% |
| 20 | Geneos Wealth Management Inc. | 310,265 | $18.1M | 0.4% | 0.5% | +34.4% |
| 21 | Kestra Advisory Services, LLC | 300,081 | $17.5M | 0.1% | 0.5% | -7.9% |
| 22 | MBL Wealth, LLC | 299,162 | $17.4M | 1.2% | 0.5% | -2.7% |
| 23 | Tyche Wealth Partners LLC | 292,286 | $17.0M | 2.4% | 0.5% | +3.0% |
| 24 | Merit Financial Group, LLC | 267,262 | $15.6M | 0.1% | 0.5% | -41.7% |
| 25 | Deane Retirement Strategies, Inc. | 218,676 | $12.7M | 5.4% | 0.4% | -1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.