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 254 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,560
shares
|
$81,572
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,351
shares
|
$70,643
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
1,277
shares
|
$66,774
0.04% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,207
shares
|
$63,114
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,078
shares
|
$56,368
0.01% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
879
shares
|
$45,962
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
862
shares
|
$45,073
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
645
shares
|
$33,727
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
603
shares
|
$31,530
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
600
shares
|
$31,374
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
560
shares
|
$29,282
0.0% of portfolio
|
Q2 2025
Reduced 32.93%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
500
shares
|
$26,145
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
476
shares
|
$24,890
0.0% of portfolio
|
Q2 2025
Added 26.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
463
shares
|
$24,210
0.0% of portfolio
|
Q1 2024
Reduced 68.35%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
411
shares
|
$21,491
0.0% of portfolio
|
Q2 2025
Reduced 46.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$20,916
0.0% of portfolio
|
Q2 2025
Reduced 40.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
345
shares
|
$18,040
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
338
shares
|
$17,674
0.01% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
329
shares
|
$17,203
0.01% of portfolio
|
Q2 2025
Reduced 91.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
325
shares
|
$16,994
0.0% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
245
shares
|
$12,811
0.0% of portfolio
|
Q2 2021
Reduced 50.4%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
196
shares
|
$10,248
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
117
shares
|
$6,117
0.0% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
78
shares
|
$4,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
75
shares
|
$3,921
0.0% of portfolio
|
Q4 2024
New holding
|