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PTLC PACER FDS TR

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TRENDP 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.

HolderSharesValue% of portfolioChangeSource
Bullock Wealth Management Group537,970$32.1M13.31%+22,89813F-HRTimeline
Deane Retirement Strategies, Inc.203,972$12.1M4.97%-14,70413F-HRTimeline
Financial Enhancement Group LLC147,102$8.93M1.03%-1,57013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.47,893$2.85M0.46%-82913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,167$546K0.04%+44713F-HRTimeline
Post Resch Tallon Group Inc.6,750$402K0.28%+1,00013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,940$294K0.02%new13F-HRTimelineGroup
Castle Rock Wealth Management, LLC3,688$224K0.04%-5113F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,686$219K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,132$127K<0.01%-64513F-HRTimeline
EASTERN BANK1,500$89.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC866$51.5K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC753$44.8K0.01%013F-HRTimeline
GK Wealth Management LLC42$2.51K<0.01%new13F-HRTimeline