Institutional Ownership Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 36.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,864,336
shares
|
$282 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,284,290
shares
|
$206 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,999,567
shares
|
$144 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,320,536
shares
|
$112 Million
0.03% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
1,900,075
shares
|
$91.4 Million
15.24% of portfolio
|
Q1 2024
Added 0.23%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,520,275
shares
|
$73.1 Million
0.11% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,454,224
shares
|
$69.9 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,258,345
shares
|
$60.5 Million
0.1% of portfolio
|
Q1 2024
Added 5.43%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,214,107
shares
|
$58.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.66%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
981,214
shares
|
$47.2 Million
0.11% of portfolio
|
Q1 2024
Added 779.04%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
723,098
shares
|
$34.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
711,885
shares
|
$34.2 Million
0.01% of portfolio
|
Q1 2024
Added 9.29%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
657,943
shares
|
$31.6 Million
0.01% of portfolio
|
Q1 2024
Added 0.92%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
601,490
shares
|
$28.9 Million
0.11% of portfolio
|
Q1 2024
Added 3.99%
|
|
Ferguson Shapiro LLC
|
Apr 10, 2024 Q1 2024 |
600,239
shares
|
$28.9 Million
28.75% of portfolio
|
Q1 2024
Reduced 16.09%
|
|
American Planning Services, Inc.
Sun City Center, FL |
May 07, 2024 Q1 2024 |
469,351
shares
|
$22.6 Million
17.76% of portfolio
|
Q1 2024
Added 1.59%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
443,797
shares
|
$21.3 Million
0.15% of portfolio
|
Q1 2024
Added 7.86%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
422,043
shares
|
$20.3 Million
0.02% of portfolio
|
Q1 2024
Added 55.02%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
388,927
shares
|
$18.7 Million
0.22% of portfolio
|
Q1 2024
Added 9.43%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
362,005
shares
|
$17.4 Million
0.93% of portfolio
|
Q1 2024
Added 3.76%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
334,208
shares
|
$16.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
297,102
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2024
Added 2.63%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
272,657
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2024
Added 6.87%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
264,067
shares
|
$12.7 Million
1.52% of portfolio
|
Q1 2024
Added 0.33%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
259,914
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2024
Added 0.08%
|