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Disclosery

PTLC PACER FDS TR

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TRENDP US LAR CP (fund)

243 managers (248 13F filers) reported a position in PTLC shares at 2026-03-31, 40,570,188 shares in all. 21 filers opened a position and 29 filers sold out during the quarter.

Managers
243
13F filers
248
New
21
Added
72
Reduced
100
Sold out
29
Shares held by filers
40,570,188

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,588$134K<0.01%+75113F-HR/ATimelineGroup
Root Financial Partners, LLC2,450$129K0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,293$120K0.01%-36913F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,205$116K0.04%-20513F-HRTimeline
Westside Investment Management, Inc.2,034$107K0.02%+2113F-HRTimeline
CWM, LLCin group CWM, LLC1,897$99.5K<0.01%+4013F-HRTimelineGroup
MAI Capital Management1,717$90.1K<0.01%+33113F-HRTimeline
OAKWORTH CAPITAL, INC.1,560$81.8K<0.01%013F-HRTimeline
Realta Investment Advisors1,528$80.1K0.03%+98213F-HRTimeline
EASTERN BANK1,500$78.7K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC1,291$67.7K0.03%+1413F-HRTimeline
Operose Advisors LLC1,207$63.3K0.01%013F-HRTimeline
AE Wealth Management LLC1,136$59.6K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,130$59.3K0.03%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,048$55K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,000$52.5K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors901$46.6K0.01%-2613F-HRTimelineGroup
CoreCap Advisors, LLC866$45.4K<0.01%+413F-HRTimeline
Sankala Group LLC826$43.2K0.04%-54513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC753$39.5K0.01%013F-HRTimeline
SJS Investment Consulting Inc.600$31.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC581$30.5K<0.01%+46413F-HRTimeline
Larson Financial Group LLC566$29.7K<0.01%+613F-HRTimeline
Caldwell Trust Co420$22K<0.01%013F-HRTimeline
NFSG Corp388$20.4K<0.01%-9713F-HRTimeline
LRI Investments, LLC345$18.1K<0.01%013F-HRTimeline
Asset Dedication, LLC337$17.7K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC328$17.2K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC301$15.8K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC300$15.7K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC273$14.3K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC209$11K0.01%013F-HRTimeline
Salomon & Ludwin, LLC196$10.3K<0.01%-4,60813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC180$9.44K<0.01%13F-HRTimelineGroup
Financial Network Wealth Advisors LLC160$8.39K0.01%new13F-HRTimeline
CVA Family Office, LLC159$8.34K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…152$7.97K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL120$6.29K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…113$5.93K<0.01%+10513F-HRTimelineGroup
Murphy & Mullick Capital Management Corp75$3.94K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.10$530<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.10$530<0.01%013F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline