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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
10,097
shares
|
$492,834
0.17% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,970
shares
|
$486,635
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,885
shares
|
$482,486
0.02% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
9,821
shares
|
$479,363
0.07% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,469
shares
|
$462,181
0.01% of portfolio
|
Q3 2024
Reduced 49.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
9,450
shares
|
$461,254
0.18% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,385
shares
|
$458,081
0.02% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,278
shares
|
$452,859
0.08% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
8,831
shares
|
$431,041
0.01% of portfolio
|
Q1 2025
Added 59.4%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,790
shares
|
$429,039
0.1% of portfolio
|
Q1 2024
Reduced 18.87%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
8,726
shares
|
$425,916
0.19% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
8,334
shares
|
$406,782
0.29% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,297
shares
|
$404,976
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,100
shares
|
$395,361
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
8,025
shares
|
$391,700
0.06% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,942
shares
|
$387,649
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
7,934
shares
|
$387,258
0.03% of portfolio
|
Q1 2025
Reduced 69.62%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
7,747
shares
|
$378,131
0.1% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
7,344
shares
|
$358,460
0.38% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,937
shares
|
$338,594
0.0% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,874
shares
|
$335,519
0.0% of portfolio
|
Q1 2025
Added 68.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,784
shares
|
$331,127
0.05% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
6,700
shares
|
$327,027
0.0% of portfolio
|
Q1 2025
Reduced 72.2%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,439
shares
|
$314,287
0.02% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,319
shares
|
$308,430
0.13% of portfolio
|
Q1 2025
Reduced 6.94%
|