PTLC — Pacer Fds Tr Institutional Holders · Q3 2026
Who owns Pacer Fds Tr (PTLC)? 14 institutions reported holding $57.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Bullock Wealth Management Group ($32.1M), Deane Retirement Strategies, Inc. ($12.1M), Financial Enhancement Group LLC ($8.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bullock Wealth Management Group | $32.1M | 537,970 | Added |
| 2 | Deane Retirement Strategies, Inc. | $12.1M | 203,972 | Trimmed |
| 3 | Financial Enhancement Group LLC | $8.9M | 147,102 | Trimmed |
| 4 | Whitaker-Myers Wealth Managers, LTD. | $2.9M | 47,893 | Trimmed |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | $545,527 | 9,167 | Added |
| 6 | Post Resch Tallon Group Inc. | $401,693 | 6,750 | Added |
| 7 | TOMPKINS FINANCIAL CORP | $293,979 | 4,940 | New |
| 8 | Castle Rock Wealth Management, LLC | $224,328 | 3,688 | Trimmed |
| 9 | MassMutual Private Wealth & Trust, FSB | $219,354 | 3,686 | New |
| 10 | Farther Finance Advisors, LLC | $126,894 | 2,132 | Trimmed |
| 11 | EASTERN BANK | $89,265 | 1,500 | Hold |
| 12 | CoreCap Advisors, LLC | $51,548 | 866 | Hold |
| 13 | BURKETT FINANCIAL SERVICES, LLC | $44,811 | 753 | Hold |
| 14 | GK Wealth Management LLC | $2,507 | 42 | New |
Source: SEC Form 13F filings · as of 2026-09-30