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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,993
shares
|
$574,823
0.0% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
10,903
shares
|
$570,117
0.14% of portfolio
|
Q4 2023
Added 42.47%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
10,631
shares
|
$555,894
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,551
shares
|
$551,711
0.03% of portfolio
|
Q1 2025
Added 354.98%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,406
shares
|
$544,129
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
10,371
shares
|
$542,299
0.07% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,885
shares
|
$516,886
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,469
shares
|
$495,134
0.01% of portfolio
|
Q3 2024
Reduced 49.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
9,450
shares
|
$494,140
0.18% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,385
shares
|
$490,741
0.02% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,180
shares
|
$480,022
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,790
shares
|
$459,629
0.1% of portfolio
|
Q1 2024
Reduced 18.87%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
8,654
shares
|
$452,517
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8,616
shares
|
$450,530
0.05% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,308
shares
|
$434,425
0.06% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,297
shares
|
$433,850
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,134
shares
|
$425,326
0.0% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
8,124
shares
|
$424,803
0.21% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,100
shares
|
$423,549
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,060
shares
|
$421,457
0.0% of portfolio
|
Q2 2025
Reduced 31.31%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
7,987
shares
|
$417,640
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
7,934
shares
|
$414,868
0.03% of portfolio
|
Q1 2025
Reduced 69.62%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
7,933
shares
|
$414,816
0.38% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,759
shares
|
$405,718
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
7,747
shares
|
$405,090
0.09% of portfolio
|
Q1 2025
Added 6.14%
|