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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
47,055
shares
|
$2.3 Million
1.01% of portfolio
|
Q1 2025
Added 68.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
44,332
shares
|
$2.16 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
43,128
shares
|
$2.11 Million
0.81% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
42,704
shares
|
$2.08 Million
0.76% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
42,561
shares
|
$2.08 Million
0.18% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
40,635
shares
|
$1.98 Million
1.81% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
40,096
shares
|
$1.96 Million
0.24% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
39,952
shares
|
$1.95 Million
0.51% of portfolio
|
Q1 2025
Added 41.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
39,328
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
39,111
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
38,479
shares
|
$1.88 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
38,053
shares
|
$1.86 Million
0.18% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
37,681
shares
|
$1.84 Million
0.47% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
37,406
shares
|
$1.83 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
34,043
shares
|
$1.66 Million
0.14% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
33,266
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
33,198
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
30,911
shares
|
$1.51 Million
0.08% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
30,911
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
30,149
shares
|
$1.47 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
29,205
shares
|
$1.43 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
29,004
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,629
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
26,964
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
25,784
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 46.16%
|