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 210 institutions that hold shares in the stock, with a total of 39.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 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
|
$15.4 Million
13.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
270,600
shares
|
$14.8 Million
1.62% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
241,918
shares
|
$13.2 Million
0.08% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
239,904
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
224,642
shares
|
$12.3 Million
2.07% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
218,955
shares
|
$11.9 Million
2.61% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
206,249
shares
|
$11.2 Million
2.02% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
201,555
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
201,245
shares
|
$11 Million
0.68% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
198,732
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
171,332
shares
|
$9.34 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
168,227
shares
|
$9.18 Million
1.14% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
152,436
shares
|
$8.31 Million
0.0% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
152,121
shares
|
$8.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
151,694
shares
|
$8.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 31.31%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
147,848
shares
|
$8.06 Million
1.45% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
145,828
shares
|
$7.95 Million
0.05% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
128,015
shares
|
$6.98 Million
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
122,027
shares
|
$6.66 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
111,458
shares
|
$6.08 Million
0.52% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
111,193
shares
|
$6.06 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
108,716
shares
|
$5.93 Million
0.32% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
102,525
shares
|
$5.59 Million
1.93% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
99,641
shares
|
$5.43 Million
0.08% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
96,300
shares
|
$5.25 Million
5.06% of portfolio
|
Q3 2023
Reduced 2.02%
|