Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PTLC)

248 + Investors. Track Smart Money conviction in PTLC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — PTLC

Based on 249 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PTLC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
249 hedge funds hold PTLC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

99 buying119 selling
Last quarter: 119 funds reduced or exited vs 99 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 40 → 30 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 22% medium ■ 22% new
138 out of 249 hedge funds have held PTLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~34 new funds/quarter

29 → 25 → 40 → 30 → 34 new funds/Q
New funds entering each quarter: 25 → 40 → 30 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

■ 57% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 249 holders: 143 (57%) are 2+ year veterans, 37 entered 1–2 years ago, and 69 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
21 of 249 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in PTLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PTLC

In 2026 Q2, 99 hedge funds were net buyers of PTLC (34 opened a new position, 65 added to an existing one), while 119 reduced or exited (92 trimmed, 27 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in PTLC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 249.

Hedge Fund Ownership: PTLC

How many hedge funds hold PTLC — quarterly history vs. share price
Quarterly hedge fund ownership of PTLC vs. share price

Market Analysis: PTLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTLC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 8 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: PTLC
248 + Investors

Track Smart Money conviction in PTLC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 248 242 2.48%
13F Shares 40M 40M -1.01%
Total Value $2.24B $2.05B 9.37%
New Positions 34 30 +4
Increased Positions 65 73 -8
Closed Positions 28 36 -8
Reduced Positions 91 94 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTLC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

248 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PTLC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PTLC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bullock Wealth Management Group 12.99% 515,072 $30.0M
2 Sfmg, LLC 9.29% 2,648,509 $154.3M
3 Stark Wealth Management LLC 8.49% 16,020 $824K
4 MY Wealth Management Inc. 8.22% 200,318 $11.7M
5 CFS Investment Advisory Services, LLC 7.88% 2,031,377 $118.1M
6 Deane Retirement Strategies, Inc. 5.39% 218,676 $12.7M
7 Gaddis Premier Wealth Advisors LLC 3.86% 109,094 $6.4M
8 Ofc Financial Planning, LLC 3.75% 72,368 $4.2M
9 Pacific Park Financial, Inc. 2.96% 87,449 $5.1M
10 GLR Partners, LLC 2.58% 95,119 $5.5M
11 Vienna Asset Management LLC 2.55% 62,632 $3.6M
12 Tyche Wealth Partners LLC 2.39% 292,286 $17.0M
13 Regatta Research & Money Management 2.25% 40,906 $2.4M
14 Henderson Brothers Financial Partners, LLC 1.97% 71,352 $4.2M
15 Oder Investment Management, LLC 1.59% 40,620 $2.4M
16 Forefront Wealth Partners, LLC 1.43% 79,039 $4.6M
17 Meridian Wealth Advisors, LLC 1.35% 203,946 $11.9M
18 MBL Wealth, LLC 1.19% 299,162 $17.4M
19 Fourpath Capital Management, LLC 1.19% 155,034 $9.0M
20 Aft, Forsyth & Sober, LLC 1.12% 68,550 $3.6M
21 Financial Enhancement Group LLC 1.03% 148,672 $8.7M
22 Tortuga Wealth Management, Inc 1.02% 20,788 $1.1M
23 Curtis Advisory Group, LLC 0.93% 82,068 $4.8M
24 Crux Wealth Advisors 0.83% 41,175 $2.4M
25 Magnolia Capital Advisors LLC 0.69% 68,647 $4.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pacer Fds Tr (PTLC)

What does the Smart Money Trend signal show for PTLC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PTLC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PTLC?

More sellers than buyers — 45% buying: Last quarter: 119 funds reduced or exited vs 99 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PTLC holders?

Elite ownership — 52% AUM from top-100 funds: 21 of 249 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in PTLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PTLC?

55% of holders stayed for 2+ years: 138 out of 249 hedge funds have held PTLC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →