PACER FDS TR

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PTLC·69374H105·US·etf·Unknown - Unknown

TRENDP US LAR CP

PTLC (PACER FDS TR) is held by 65 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($302.3M), BANK OF AMERICA CORP /DE/ ($293.4M), MORGAN STANLEY ($194.3M). Net institutional sentiment: Mixed.

65

Holders

Avg rating(12 Elite)

$1.5B

Total Value

44% (68)

Fund Consensus

27 buying - 35 selling

Smart Money Verdict

View all

45Weak MomentumSingle Source

Institutional (13F)45

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PTLC's score breaks down across 4 SEC sources

Holder Quality

12

★★★★★

Elite

23

★★★★

Strong

22

★★★

Solid

7

★★

Below

4

★

Weak

Held by 65 funds

12 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (65)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	5.8M(-0.4%)	$302.3M	0.1%	+37.77%	0
BANK OF AMERICA CORP /DE/	Decreased	5.6M(-3.7%)	$293.4M	0.0%	+8.31%	0
MORGAN STANLEY	Decreased	3.7M(-3.3%)	$194.3M	0.0%	+17.02%	0
WELLS FARGO & COMPANY/MN	Increased	2.3M(+0.2%)	$121.2M	0.0%	+40.20%	30
RAYMOND JAMES FINANCIAL INC	Increased	2.2M(+0.1%)	$114.2M	0.0%	+8.96%	30
Cetera Investment Advisers	Decreased	1.5M(-0.0%)	$76.2M	0.1%	+18.96%	0
UBS Group AG	Decreased	996,094(-3.7%)	$52.3M	0.0%	+79.44%	0
OSAIC HOLDINGS, INC.	Decreased	802,640(-27.6%)	$42.1M	0.1%	+44.59%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	658,005(-0.2%)	$34.5M	0.0%	+60.90%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	651,752(+4.7%)	$34.2M	0.0%	+38.50%	30
ROYAL BANK OF CANADA	Decreased	606,528(-1.2%)	$31.8M	0.0%	+10.04%	0
STIFEL FINANCIAL CORP	Increased	479,993(+3.0%)	$25.2M	0.0%	+41.47%	29
MFMerit Financial Group, LLC	Increased	458,213(+4.3%)	$24M	0.2%	+3.36%	36
Kestra Advisory Services, LLC	Decreased	325,878(-8.6%)	$17.1M	0.1%	+51.25%	0
MML INVESTORS SERVICES, LLC	Decreased	299,259(-24.2%)	$15.7M	0.0%	+31.07%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	213,058(-9.3%)	$11.2M	0.0%	+27.25%	0
Pacer Advisors, Inc.	Decreased	193,988(-1.5%)	$10.2M	0.0%	+48.29%	0
Private Advisor Group, LLC	Increased	188,168(+1.7%)	$9.9M	0.0%	+52.12%	28
Rockefeller Capital Management L.P.	Decreased	174,077(-12.2%)	$9.1M	0.0%	+25.18%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	166,279(-14.6%)	$8.8M	0.0%	+41.47%	0

Showing 1-20 of 68

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer