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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
344,764
shares
|
$16.8 Million
0.23% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
331,205
shares
|
$16.2 Million
0.1% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
305,557
shares
|
$14.9 Million
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
282,313
shares
|
$13.8 Million
13.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
267,545
shares
|
$13.1 Million
2.35% of portfolio
|
Q1 2025
Added 24.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
233,120
shares
|
$11.4 Million
2.6% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
224,733
shares
|
$11 Million
0.67% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
212,949
shares
|
$10.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
209,644
shares
|
$10.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
206,234
shares
|
$10.1 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
205,833
shares
|
$10 Million
0.02% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
196,669
shares
|
$9.6 Million
0.35% of portfolio
|
Q1 2025
Reduced 31.41%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
193,065
shares
|
$9.42 Million
1.06% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
177,763
shares
|
$8.68 Million
0.06% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
My Wealth Management Inc.
|
May 06, 2025 Q1 2025 |
174,933
shares
|
$8.54 Million
8.71% of portfolio
|
Q1 2025
Added 23.77%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
173,937
shares
|
$8.49 Million
0.28% of portfolio
|
Q1 2025
Added 61.21%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
162,553
shares
|
$7.93 Million
1.51% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
151,817
shares
|
$7.41 Million
0.06% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
149,995
shares
|
$7.32 Million
0.07% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
149,233
shares
|
$7.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
146,281
shares
|
$7.14 Million
0.0% of portfolio
|
Q1 2025
Added 1552.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
133,740
shares
|
$6.53 Million
0.04% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
130,234
shares
|
$6.36 Million
0.5% of portfolio
|
Q1 2025
Added 111.95%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
126,075
shares
|
$6.15 Million
0.58% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
117,377
shares
|
$5.73 Million
0.7% of portfolio
|
Q1 2025
New holding
|