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 210 institutions that hold shares in the stock, with a total of 39.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
10,903
shares
|
$594,649
0.13% of portfolio
|
Q4 2023
Added 42.47%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,631
shares
|
$579,814
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
10,518
shares
|
$573,651
0.08% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
10,397
shares
|
$567,052
0.07% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
10,086
shares
|
$550,090
0.21% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
9,931
shares
|
$541,636
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
9,889
shares
|
$539,346
0.07% of portfolio
|
Q1 2024
Added 4.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,844
shares
|
$536,891
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
9,803
shares
|
$534,655
0.2% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,469
shares
|
$516,439
0.01% of portfolio
|
Q3 2024
Reduced 49.64%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
9,451
shares
|
$515,457
0.08% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,153
shares
|
$499,204
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
9,152
shares
|
$499,150
0.02% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,887
shares
|
$484,696
0.0% of portfolio
|
Q2 2023
Reduced 10.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,811
shares
|
$480,551
0.0% of portfolio
|
Q3 2024
Reduced 39.66%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,790
shares
|
$479,406
0.1% of portfolio
|
Q1 2024
Reduced 18.87%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,579
shares
|
$467,898
0.01% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
8,519
shares
|
$464,626
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,100
shares
|
$441,774
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$409,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7,366
shares
|
$401,741
0.0% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
7,299
shares
|
$398,087
0.1% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
6,522
shares
|
$355,709
0.08% of portfolio
|
Q3 2024
Reduced 64.05%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,442
shares
|
$351,346
0.04% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,111
shares
|
$333,293
0.08% of portfolio
|
Q4 2023
Reduced 0.23%
|