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 251 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 $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
288,673
shares
|
$15.7 Million
0.08% of portfolio
|
Q2 2025
Added 115.85%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
282,313
shares
|
$15.3 Million
13.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
267,601
shares
|
$14.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
248,400
shares
|
$13.5 Million
2.53% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
234,285
shares
|
$12.7 Million
11.25% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
229,067
shares
|
$12.4 Million
4.62% of portfolio
|
Q2 2025
Added 156.9%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
227,772
shares
|
$12.4 Million
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
222,804
shares
|
$12.1 Million
5.29% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
210,644
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
204,737
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.61%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
204,372
shares
|
$11.1 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
202,417
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
197,321
shares
|
$10.7 Million
0.22% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
186,963
shares
|
$10.2 Million
0.93% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
181,060
shares
|
$9.84 Million
0.05% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
162,752
shares
|
$8.84 Million
0.07% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
160,322
shares
|
$8.71 Million
0.01% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
158,301
shares
|
$8.6 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
153,115
shares
|
$8.32 Million
1.32% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
146,281
shares
|
$7.95 Million
0.0% of portfolio
|
Q1 2025
Added 1552.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
145,456
shares
|
$7.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
142,721
shares
|
$7.75 Million
2.87% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
142,676
shares
|
$7.75 Million
0.61% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
133,377
shares
|
$7.25 Million
0.13% of portfolio
|
Q2 2025
Added 96.32%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
126,462
shares
|
$6.87 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.35%
|