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 258 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
282,313
shares
|
$15.6 Million
13.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
276,536
shares
|
$15.3 Million
2.44% of portfolio
|
Q4 2025
Added 4.3%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
269,820
shares
|
$14.9 Million
0.39% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
242,400
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
234,285
shares
|
$12.9 Million
11.25% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
233,182
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.47%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
227,772
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 28, 2026 Q4 2025 |
223,200
shares
|
$12.3 Million
5.3% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
208,232
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
205,694
shares
|
$11.4 Million
0.22% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
204,372
shares
|
$11.3 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
194,755
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2025
Added 5.17%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
191,212
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
167,501
shares
|
$9.25 Million
0.8% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
162,539
shares
|
$8.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
162,183
shares
|
$8.96 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
155,447
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 23, 2026 Q4 2025 |
155,263
shares
|
$8.57 Million
1.3% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
150,627
shares
|
$8.32 Million
1.31% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
147,569
shares
|
$8.15 Million
0.64% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
132,957
shares
|
$7.34 Million
0.08% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
130,871
shares
|
$7.23 Million
2.61% of portfolio
|
Q3 2025
Reduced 42.87%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
111,921
shares
|
$6.18 Million
0.04% of portfolio
|
Q4 2025
Reduced 11.5%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
111,348
shares
|
$6.15 Million
0.32% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
108,437
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2025
Added 189.07%
|
|