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 211 institutions that hold shares in the stock, with a total of 39.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
84,944
shares
|
$4.68 Million
0.19% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
83,895
shares
|
$4.63 Million
4.25% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
76,301
shares
|
$4.21 Million
1.33% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
69,471
shares
|
$3.83 Million
2.39% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
66,900
shares
|
$3.69 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
61,004
shares
|
$3.36 Million
4.19% of portfolio
|
Q3 2024
Added 45.82%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
59,607
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
57,811
shares
|
$3.19 Million
2.37% of portfolio
|
Q3 2024
Added 83.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
56,452
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
55,655
shares
|
$3.07 Million
0.29% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
49,023
shares
|
$2.7 Million
0.36% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
47,844
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
46,376
shares
|
$2.56 Million
0.07% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
45,746
shares
|
$2.52 Million
0.72% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
43,981
shares
|
$2.42 Million
1.22% of portfolio
|
Q2 2024
Added 7.66%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
43,308
shares
|
$2.39 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
40,557
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 19.26%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
40,239
shares
|
$2.22 Million
1.84% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
39,718
shares
|
$2.19 Million
0.64% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
37,970
shares
|
$2.09 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
37,199
shares
|
$2.05 Million
0.91% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,972
shares
|
$2.04 Million
0.11% of portfolio
|
Q3 2024
Added 127.53%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,334
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
35,635
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
34,950
shares
|
$1.93 Million
1.15% of portfolio
|
Q1 2024
Added 2.31%
|