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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
7,000
shares
|
$366,030
0.04% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
6,784
shares
|
$354,735
0.05% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,550
shares
|
$342,499
0.0% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,233
shares
|
$325,923
0.01% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
6,200
shares
|
$324,198
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
6,169
shares
|
$322,577
0.07% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
6,072
shares
|
$317,504
0.12% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
6,050
shares
|
$316,354
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
5,500
shares
|
$287,595
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
5,420
shares
|
$283,411
0.03% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
5,386
shares
|
$281,633
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,195
shares
|
$271,646
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,140
shares
|
$268,770
0.07% of portfolio
|
Q2 2025
Reduced 49.09%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,115
shares
|
$267,463
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,067
shares
|
$264,953
0.06% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
5,054
shares
|
$264,273
0.07% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
5,027
shares
|
$262,861
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,818
shares
|
$251,933
0.02% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,814
shares
|
$251,724
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
4,788
shares
|
$250,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
4,734
shares
|
$247,540
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
4,724
shares
|
$247,017
0.2% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,661
shares
|
$243,723
0.04% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
4,579
shares
|
$239,435
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,543
shares
|
$237,553
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|