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 47.5 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
288,673
shares
|
$15.1 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
|
$14.8 Million
13.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
276,861
shares
|
$14.5 Million
0.36% of portfolio
|
Q2 2025
Added 40.78%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
248,400
shares
|
$13 Million
2.53% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
233,575
shares
|
$12.2 Million
11.36% of portfolio
|
Q2 2025
Added 33.52%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
229,067
shares
|
$12 Million
4.62% of portfolio
|
Q2 2025
Added 156.9%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
225,249
shares
|
$11.8 Million
5.16% of portfolio
|
Q2 2025
Added 98262.01%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
218,144
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
210,644
shares
|
$11 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
204,737
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.61%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
204,372
shares
|
$10.7 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
202,417
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
197,321
shares
|
$10.3 Million
0.22% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
186,963
shares
|
$9.78 Million
0.93% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
181,060
shares
|
$9.47 Million
0.05% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
164,362
shares
|
$8.59 Million
1.4% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
162,752
shares
|
$8.51 Million
0.07% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
160,445
shares
|
$8.39 Million
1.34% of portfolio
|
Q2 2025
Reduced 40.03%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
160,322
shares
|
$8.38 Million
0.01% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
146,281
shares
|
$7.65 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
|
$7.61 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
142,721
shares
|
$7.46 Million
2.87% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
142,676
shares
|
$7.46 Million
0.61% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
142,650
shares
|
$7.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 56.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
133,377
shares
|
$6.97 Million
0.13% of portfolio
|
Q2 2025
Added 96.32%
|