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 $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,995
shares
|
$324,269
0.14% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,574
shares
|
$301,497
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
5,518
shares
|
$298,468
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
5,385
shares
|
$291,274
0.08% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,301
shares
|
$286,731
0.0% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,249
shares
|
$283,918
0.0% of portfolio
|
Q2 2024
Reduced 19.13%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
5,093
shares
|
$275,480
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
5,027
shares
|
$271,910
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
5,021
shares
|
$271,585
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,002
shares
|
$270,558
0.02% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,989
shares
|
$269,855
0.0% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,818
shares
|
$260,605
0.02% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,775
shares
|
$258,279
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,641
shares
|
$251,031
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
4,332
shares
|
$234,317
0.11% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,168
shares
|
$225,447
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,108
shares
|
$222,201
0.04% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,030
shares
|
$217,982
0.0% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,804
shares
|
$205,758
0.06% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
3,201
shares
|
$173,142
0.04% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,062
shares
|
$165,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
3,000
shares
|
$162,270
0.03% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
2,795
shares
|
$151,181
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,581
shares
|
$139,606
0.04% of portfolio
|
Q2 2022
Reduced 25.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,447
shares
|
$132,358
0.01% of portfolio
|
Q2 2023
New holding
|