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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,024
shares
|
$733,321
0.03% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
14,847
shares
|
$724,682
0.05% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
14,576
shares
|
$711,454
0.03% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
14,361
shares
|
$700,960
0.24% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
14,228
shares
|
$694,468
0.07% of portfolio
|
Q1 2025
Reduced 84.83%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,983
shares
|
$682,510
0.08% of portfolio
|
Q1 2025
Added 112.54%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,903
shares
|
$678,605
0.06% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,803
shares
|
$673,724
0.16% of portfolio
|
Q1 2024
Added 3.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,506
shares
|
$659,227
0.02% of portfolio
|
Q3 2022
Reduced 9.45%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
12,946
shares
|
$631,894
0.07% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
12,677
shares
|
$618,764
0.33% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,210
shares
|
$595,970
0.01% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
12,000
shares
|
$585,720
0.18% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
11,734
shares
|
$572,736
0.0% of portfolio
|
Q1 2025
Added 74.33%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
11,726
shares
|
$572,346
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
11,668
shares
|
$569,515
0.04% of portfolio
|
Q1 2025
Added 90.59%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
11,371
shares
|
$555,018
0.0% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
11,292
shares
|
$551,162
0.02% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
11,145
shares
|
$543,987
0.12% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
10,998
shares
|
$536,812
0.23% of portfolio
|
Q1 2025
Added 50.2%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
10,993
shares
|
$536,568
0.0% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
10,903
shares
|
$532,175
0.14% of portfolio
|
Q4 2023
Added 42.47%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
10,631
shares
|
$518,899
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,551
shares
|
$514,994
0.03% of portfolio
|
Q1 2025
Added 354.98%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
10,406
shares
|
$507,916
0.08% of portfolio
|
Q1 2025
Added 0.16%
|