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 47.4 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 |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
45,680
shares
|
$2.39 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
45,278
shares
|
$2.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 70.18%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
43,890
shares
|
$2.3 Million
0.69% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
43,390
shares
|
$2.27 Million
0.84% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
42,974
shares
|
$2.25 Million
1.11% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
40,840
shares
|
$2.14 Million
1.59% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
39,952
shares
|
$2.09 Million
0.51% of portfolio
|
Q1 2025
Added 41.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
38,586
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 93.8%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
38,065
shares
|
$1.99 Million
0.36% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
37,720
shares
|
$1.97 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
37,513
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
35,790
shares
|
$1.87 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
34,829
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
34,451
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
34,206
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
32,395
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,663
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
31,522
shares
|
$1.65 Million
0.57% of portfolio
|
Q2 2025
Added 186.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
31,286
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
30,667
shares
|
$1.6 Million
0.62% of portfolio
|
Q2 2025
Reduced 76.45%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
30,149
shares
|
$1.58 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
30,095
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
29,573
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 40.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
27,804
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Added 400.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
27,669
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 7.31%
|