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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
117,278
shares
|
$5.72 Million
1.78% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
116,552
shares
|
$5.69 Million
2.78% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
114,645
shares
|
$5.6 Million
0.09% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
114,524
shares
|
$5.59 Million
0.43% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
102,525
shares
|
$5 Million
1.93% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
89,167
shares
|
$4.35 Million
1.93% of portfolio
|
Q1 2025
Added 70.13%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
84,447
shares
|
$4.12 Million
0.27% of portfolio
|
Q1 2025
Added 853.88%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
79,912
shares
|
$3.9 Million
3.66% of portfolio
|
Q1 2025
Added 19.09%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
79,890
shares
|
$3.9 Million
3.71% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
78,767
shares
|
$3.84 Million
0.37% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
76,563
shares
|
$3.74 Million
4.46% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
75,745
shares
|
$3.7 Million
1.22% of portfolio
|
Q1 2025
Added 42.55%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
73,815
shares
|
$3.6 Million
1.07% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
71,622
shares
|
$3.5 Million
0.0% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
70,947
shares
|
$3.46 Million
1.03% of portfolio
|
Q1 2025
Reduced 21.53%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
68,500
shares
|
$3.34 Million
1.29% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
67,939
shares
|
$3.32 Million
0.08% of portfolio
|
Q1 2025
Added 41.15%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
65,994
shares
|
$3.22 Million
5.16% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
65,263
shares
|
$3.19 Million
0.08% of portfolio
|
Q1 2025
Added 76.0%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
62,989
shares
|
$3.07 Million
0.91% of portfolio
|
Q1 2025
Reduced 44.51%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
58,055
shares
|
$2.83 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
53,077
shares
|
$2.59 Million
0.08% of portfolio
|
Q1 2025
Added 97.27%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52,345
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
50,964
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
49,509
shares
|
$2.42 Million
0.1% of portfolio
|
Q1 2025
New holding
|