Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PTLC)

240 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — PTLC

Based on 242 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PTLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
242 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 — +8% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

103 buying129 selling
Last quarter: 129 funds reduced or exited vs 103 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 25 → 40 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 26% new
130 out of 242 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.
💎

Buying through price weakness — shares -3%, value -19%

Value
-19%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

14 → 28 → 25 → 40 → 30 new funds/Q
New funds entering each quarter: 28 → 25 → 40 → 30. A growing number of institutions are discovering PTLC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 19% 1-2yr ■ 27% new
Of 242 current holders: 131 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
20 of 242 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 103 hedge funds were net buyers of PTLC (30 opened a new position, 73 added to an existing one), while 129 reduced or exited (94 trimmed, 35 sold completely) — a 44% 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: -5 funds (more exits than new entries). Total institutional holders: 242.

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.

Is It Too Late to Buy Pacer Fds Tr (PTLC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PTLC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PTLC
+11.0%
SPY
+13.9%

PTLC outperformed SPY by -2.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PTLC
+1.3%
SPY
+0.2%

Since the filing became public, PTLC outperformed SPY by +1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: PTLC
240 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 240 247 -2.83%
13F Shares 40M 41M -3.04%
Total Value $2.05B $2.53B -19.29%
New Positions 29 40 -11
Increased Positions 73 62 +11
Closed Positions 36 21 +15
Reduced Positions 94 94 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTLC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

240 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sfmg, LLC 8.91% 2,507,224 $131.5M
2 MY Wealth Management Inc. 8.71% 174,933 $9.0M
3 CFS Investment Advisory Services, LLC 7.75% 2,034,543 $112.5M
4 Deane Retirement Strategies, Inc. 4.69% 222,333 $11.7M
5 Gaddis Premier Wealth Advisors LLC 4.09% 105,654 $5.5M
6 Ofc Financial Planning, LLC 3.93% 76,307 $4.0M
7 Vienna Asset Management LLC 3.00% 73,718 $3.9M
8 Pacific Park Financial, Inc. 2.98% 87,089 $4.6M
9 GLR Partners, LLC 2.67% 93,369 $4.9M
10 Tyche Wealth Partners LLC 2.29% 283,669 $14.9M
11 Henderson Brothers Financial Partners, LLC 1.78% 134,247 $7.0M
12 Oder Investment Management, LLC 1.64% 40,620 $2.1M
13 Meridian Wealth Advisors, LLC 1.41% 203,946 $10.7M
14 Tortuga Wealth Management, Inc 1.23% 20,960 $1.2M
15 MBL Wealth, LLC 1.22% 307,495 $16.1M
16 Fourpath Capital Management, LLC 1.15% 152,479 $8.0M
17 Aft, Forsyth & Sober, LLC 1.10% 68,550 $3.6M
18 Financial Enhancement Group LLC 1.03% 151,070 $8.4M
19 Ashton Thomas Securities, LLC 0.95% 144,071 $7.6M
20 Forefront Wealth Partners, LLC 0.93% 42,309 $2.2M
21 Curtis Advisory Group, LLC 0.91% 80,764 $4.2M
22 Crux Wealth Advisors 0.82% 40,814 $2.1M
23 Magnolia Capital Advisors LLC 0.71% 68,858 $3.6M
24 Ade, LLC 0.71% 28,112 $1.5M
25 Camarda Financial Advisors, LLC 0.65% 23,532 $1.2M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PTLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PTLC?

More sellers than buyers — 44% buying: Last quarter: 129 funds reduced or exited vs 103 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: 20 of 242 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?

54% of holders stayed for 2+ years: 130 out of 242 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.

Is it too late to buy Pacer Fds Tr (PTLC) following the 2026 Q1 hedge fund 13F filings?

As of today, PTLC has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), PTLC has gained +11.0% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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