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 250 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
857
shares
|
$41,830
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
835
shares
|
$40,756
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
767
shares
|
$37,437
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
670
shares
|
$32,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
645
shares
|
$31,482
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
603
shares
|
$29,432
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
582
shares
|
$28,407
0.01% of portfolio
|
Q3 2022
Reduced 10.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
463
shares
|
$22,599
0.0% of portfolio
|
Q1 2024
Reduced 68.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
404
shares
|
$19,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
392
shares
|
$19,133
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
376
shares
|
$18,352
0.0% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
345
shares
|
$16,839
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
340
shares
|
$16,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
338
shares
|
$16,497
0.01% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
316
shares
|
$15,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
288
shares
|
$14,057
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
258
shares
|
$12,592
0.0% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
245
shares
|
$11,958
0.0% of portfolio
|
Q2 2021
Reduced 50.4%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
229
shares
|
$11,177
0.01% of portfolio
|
Q1 2025
Added 56.85%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
117
shares
|
$5,710
0.0% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
110
shares
|
$5,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
78
shares
|
$3,807
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
75
shares
|
$3,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
40
shares
|
$1,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|