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Disclosery

PTLC PACER FDS TR

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TRENDP US LAR CP (fund)

244 managers (246 13F filers) reported a position in PTLC shares at 2026-06-30, 39,485,088 shares in all. 23 filers opened a position and 22 filers sold out during the quarter.

Managers
244
13F filers
246
New
23
Added
65
Reduced
92
Sold out
22
Shares held by filers
39,485,088

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Resurgent Financial Advisors LLC3,491$203K0.06%new13F-HRTimeline
FIRST HORIZON CORP3,161$184K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,777$162K<0.01%-1,49013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC2,621$153K0.2%-6813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,526$146K<0.01%-6213F-HRTimelineGroup
Golden State Wealth Management, LLC2,293$134K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,205$128K0.04%013F-HRTimeline
AE Wealth Management LLC2,136$124K<0.01%+1,00013F-HRTimeline
Westside Investment Management, Inc.2,034$119K0.02%013F-HRTimeline
EASTERN BANK1,500$87.4K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC1,291$75.2K0.03%013F-HRTimeline
IFG Advisory, LLC1,208$70.4K<0.01%new13F-HRTimeline
Operose Advisors LLC1,207$70.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,101$64.1K<0.01%+10113F-HRTimeline
Signature Equity Partners, LLC1,091$63.6K0.03%-3913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,048$61.1K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC866$50.5K<0.01%013F-HRTimeline
Sankala Group LLC826$49.4K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors854$49.4K0.01%-4713F-HRTimelineGroup
Parallel Advisors, LLC821$47.8K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC753$43.9K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding639$37.2K-101,891Timeline
Larson Financial Group LLC566$33K<0.01%013F-HRTimeline
Realta Investment Advisors508$29.6K0.01%-1,02013F-HRTimeline
Aptus Capital Advisors, LLC489$28.5K<0.01%-9213F-HRTimeline
Caldwell Trust Co420$24.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$24.3K<0.01%-3,19513F-HRTimeline
NFSG Corp388$22.6K<0.01%013F-HRTimeline
Asset Dedication, LLC337$19.6K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC326$19K0.01%-213F-HRTimeline
Providence Capital Advisors, LLC323$18.8K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC301$17.5K<0.01%013F-HRTimeline
LRI Investments, LLC300$17.5K<0.01%-4513F-HRTimeline
Dunhill Financial, LLC262$15.3K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC244$14.2K<0.01%+6413F-HRTimelineGroup
Archer Investment Corp220$12.8K<0.01%new13F-HR/ATimeline
WOLFF WIESE MAGANA LLC209$12.2K0.01%013F-HRTimeline
Salomon & Ludwin, LLC191$11.1K<0.01%-513F-HRTimeline
Financial Network Wealth Advisors LLC160$9.32K0.01%013F-HRTimeline
CVA Family Office, LLC159$9.26K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL120$6.99K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp75$4.37K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25$1.46K<0.01%-8813F-HRTimelineGroup
Buck Wealth Strategies, LLC8$484<0.01%new13F-HRTimeline