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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
113,020
shares
|
$5.91 Million
1.45% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
108,772
shares
|
$5.69 Million
4.34% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
107,544
shares
|
$5.62 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
102,525
shares
|
$5.36 Million
1.93% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
85,962
shares
|
$4.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
80,282
shares
|
$4.2 Million
0.33% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
80,255
shares
|
$4.2 Million
1.08% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
78,011
shares
|
$4.08 Million
4.2% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
70,758
shares
|
$3.7 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
69,300
shares
|
$3.62 Million
1.21% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
67,984
shares
|
$3.55 Million
0.1% of portfolio
|
Q2 2025
Added 28.09%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
65,314
shares
|
$3.42 Million
0.84% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
64,243
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
64,150
shares
|
$3.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 71.46%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
63,476
shares
|
$3.32 Million
0.97% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
62,439
shares
|
$3.26 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
61,976
shares
|
$3.24 Million
0.08% of portfolio
|
Q2 2025
Added 18.4%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
61,798
shares
|
$3.23 Million
2.94% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
54,119
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
50,403
shares
|
$2.64 Million
1.57% of portfolio
|
Q2 2025
Reduced 36.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
50,306
shares
|
$2.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 85.41%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
49,627
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
48,175
shares
|
$2.52 Million
0.22% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
47,593
shares
|
$2.49 Million
0.82% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
47,548
shares
|
$2.49 Million
0.19% of portfolio
|
Q2 2025
Added 11.72%
|