PTLC · Insider trading · 13F holders · Congress trades
Pacer Fds Tr (PTLC)
Who is buying and selling PTLC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 39
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PTLC at a glance
- No open-market insider purchases or sales of PTLC were filed in the last 90 days.
- 39 13F filers hold PTLC among their 50 largest positions, worth $504.2M combined. The biggest bets by portfolio weight are Bullock Wealth Management Group (13.3%), Sfmg, LLC (9.4%) and CFS Investment Advisory Services, LLC (8.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in PTLC.
PTLC insider trading
No open-market insider purchases or sales of PTLC were filed in the last 90 days.
Who owns PTLC? Hedge funds and superinvestors
39 13F filers hold PTLC among their 50 largest positions, worth $504.2M combined. The biggest bets by portfolio weight are Bullock Wealth Management Group (13.3%), Sfmg, LLC (9.4%) and CFS Investment Advisory Services, LLC (8.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sfmg, LLCWealth manager | 9.4% | $154.3M | 2,648,509 | +5.6% shares | Q2 2026 |
| CFS Investment Advisory Services, LLCWealth manager | 8.0% | $122.7M | 2,017,796 | -0.7% shares | Q3 2026 |
| Bullock Wealth Management GroupWealth manager | 13.3% | $32.1M | 537,970 | +4.4% shares | Q3 2026 |
| Level Four Advisory Services, LLCWealth manager | 0.6% | $21.9M | 375,782 | +2.3% shares | Q2 2026 |
| MBL Wealth, LLCWealth manager | 1.1% | $18.0M | 302,145 | +1.0% shares | Q3 2026 |
| Tyche Wealth Partners LLCWealth manager | 2.4% | $17.0M | 292,286 | +3.0% shares | Q2 2026 |
| Deane Retirement Strategies, Inc.Wealth manager | 5.0% | $12.1M | 203,972 | -6.7% shares | Q3 2026 |
| Meridian Wealth Advisors, LLCWealth manager | 1.4% | $11.9M | 203,946 | +0.0% shares | Q2 2026 |
| Fourpath Capital Management, LLCWealth manager | 1.2% | $9.3M | 155,846 | +0.5% shares | Q3 2026 |
| PFG AdvisorsWealth manager | 0.5% | $9.1M | 152,160 | +7.0% shares | Q3 2026 |
| Ashton Thomas Securities, LLCWealth manager | 0.9% | $8.9M | 150,275 | — | Q3 2026 |
| Financial Enhancement Group LLCWealth manager | 1.0% | $8.9M | 147,102 | -1.1% shares | Q3 2026 |
| MY Wealth Management Inc.Wealth manager | 5.3% | $7.3M | 123,036 | -38.6% shares | Q3 2026 |
| Gaddis Premier Wealth Advisors LLCWealth manager | 3.7% | $6.6M | 111,020 | +1.8% shares | Q3 2026 |
| GLR Partners, LLCWealth manager | 2.6% | $5.5M | 95,119 | +1.9% shares | Q2 2026 |
| Pacific Park Financial, Inc.Wealth manager | 3.0% | $5.1M | 85,260 | -2.5% shares | Q3 2026 |
| Curtis Advisory Group, LLCWealth manager | 0.9% | $4.9M | 82,758 | +0.8% shares | Q3 2026 |
| Forefront Wealth Partners, LLCWealth manager | 1.4% | $4.6M | 79,039 | +86.8% shares | Q2 2026 |
| Ofc Financial Planning, LLCWealth manager | 3.7% | $4.2M | 72,368 | -5.2% shares | Q2 2026 |
| Henderson Brothers Financial Partners, LLCWealth manager | 2.0% | $4.2M | 71,352 | -46.9% shares | Q2 2026 |
| Magnolia Capital Advisors LLCWealth manager | 0.7% | $4.0M | 68,647 | -0.3% shares | Q2 2026 |
| Vienna Asset Management LLCWealth manager | 2.6% | $3.6M | 62,632 | -15.0% shares | Q2 2026 |
| Aft, Forsyth & Sober, LLCWealth manager | 1.1% | $3.6M | 68,550 | +0.0% shares | Q2 2026 |
| Whitaker-Myers Wealth Managers, LTD.Wealth manager | 0.5% | $2.9M | 47,893 | -1.7% shares | Q3 2026 |
| One Degree Advisors IncWealth manager | 0.6% | $2.6M | 44,372 | +8.4% shares | Q2 2026 |
| Crux Wealth AdvisorsWealth manager | 0.8% | $2.4M | 41,175 | +0.9% shares | Q2 2026 |
| Regatta Research & Money ManagementInvestment manager | 2.3% | $2.4M | 40,906 | — | Q2 2026 |
| Oder Investment Management, LLCWealth manager | 1.6% | $2.4M | 40,620 | +0.0% shares | Q2 2026 |
| Ade, LLCWealth manager | 0.6% | $1.6M | 26,081 | -0.2% shares | Q3 2026 |
| Saxon Interests, Inc.Wealth manager | 0.5% | $1.5M | 25,878 | — | Q3 2026 |
The 30 largest of 39 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 19). Screen PTLC in the grand portfolio →
PTLC stock trades by members of Congress
No member of Congress has disclosed a trade in PTLC.
PTLC questions and answers
Are insiders buying PTLC stock?
No open-market insider purchases or sales of PTLC were filed in the last 90 days.
Which hedge funds own PTLC?
39 13F filers hold PTLC among their 50 largest positions, worth $504.2M combined. The biggest bets by portfolio weight are Bullock Wealth Management Group (13.3%), Sfmg, LLC (9.4%) and CFS Investment Advisory Services, LLC (8.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded PTLC?
No member of Congress has disclosed a trade in PTLC.
Who is the largest holder of PTLC?
Among 13F filers, Sfmg, LLC reports the largest PTLC position, $154.3M (2,648,509 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bullock Wealth Management Group's: 13.3% of its portfolio.
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