PTLC PACER FDS TR
FollowTRENDP US LAR CP (fund)
Filings received so far for Q3 2026: 14 13F filers report a position in PTLC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 537,970 | $32.1M | 13.31% | +22,898 | 13F-HRTimeline |
| Deane Retirement Strategies, Inc. | 203,972 | $12.1M | 4.97% | -14,704 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 147,102 | $8.93M | 1.03% | -1,570 | 13F-HRTimeline |
| Whitaker-Myers Wealth Managers, LTD. | 47,893 | $2.85M | 0.46% | -829 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 9,167 | $546K | 0.04% | +447 | 13F-HRTimeline |
| Post Resch Tallon Group Inc. | 6,750 | $402K | 0.28% | +1,000 | 13F-HRTimeline |
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 4,940 | $294K | 0.02% | new | 13F-HRTimelineGroup |
| Castle Rock Wealth Management, LLC | 3,688 | $224K | 0.04% | -51 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 3,686 | $219K | 0.01% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 2,132 | $127K | <0.01% | -645 | 13F-HRTimeline |
| EASTERN BANK | 1,500 | $89.3K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 866 | $51.5K | <0.01% | 0 | 13F-HRTimeline |
| BURKETT FINANCIAL SERVICES, LLC | 753 | $44.8K | 0.01% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 42 | $2.51K | <0.01% | new | 13F-HRTimeline |