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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,864
shares
|
$881,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
16,794
shares
|
$878,158
0.38% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,495
shares
|
$862,523
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
16,474
shares
|
$861,425
0.58% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
16,370
shares
|
$855,987
0.03% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
15,825
shares
|
$827,489
0.31% of portfolio
|
Q3 2024
Added 227.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,767
shares
|
$824,456
0.03% of portfolio
|
Q2 2020
Added 3.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,645
shares
|
$818,077
0.02% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
14,877
shares
|
$777,918
0.26% of portfolio
|
Q2 2025
Added 78.51%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,582
shares
|
$762,492
0.05% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
14,449
shares
|
$755,538
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
14,448
shares
|
$755,485
0.01% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,196
shares
|
$742,308
0.23% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,803
shares
|
$721,758
0.16% of portfolio
|
Q1 2024
Added 3.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,506
shares
|
$706,228
0.02% of portfolio
|
Q3 2022
Reduced 9.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,329
shares
|
$696,973
0.05% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
12,815
shares
|
$670,096
0.32% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
12,287
shares
|
$642,487
0.03% of portfolio
|
Q2 2025
Added 116.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
12,210
shares
|
$638,460
0.01% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
12,000
shares
|
$627,480
0.17% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
11,917
shares
|
$623,139
0.27% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
11,726
shares
|
$613,152
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
11,723
shares
|
$612,995
0.05% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
11,292
shares
|
$590,458
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,193
shares
|
$585,281
0.04% of portfolio
|
Q2 2025
Reduced 86.75%
|