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 211 institutions that hold shares in the stock, with a total of 39.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,447
shares
|
$134,903
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,340
shares
|
$129,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,340
shares
|
$129,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,242
shares
|
$123,601
0.01% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,225
shares
|
$122,664
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,560
shares
|
$86,002
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,556
shares
|
$85,782
0.0% of portfolio
|
Q1 2024
Reduced 6.04%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,351
shares
|
$74,480
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,275
shares
|
$70,290
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
1,269
shares
|
$69,959
0.04% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,207
shares
|
$66,541
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,186
shares
|
$65,384
0.0% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,154
shares
|
$63,620
0.03% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,123
shares
|
$61,910
0.01% of portfolio
|
Q1 2023
Reduced 97.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
860
shares
|
$47,411
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
831
shares
|
$45,813
0.0% of portfolio
|
Q2 2024
Reduced 80.85%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
830
shares
|
$45,757
0.0% of portfolio
|
Q2 2024
Added 124.32%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
800
shares
|
$44,104
0.01% of portfolio
|
Q2 2022
Reduced 97.45%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
766
shares
|
$42,229
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
642
shares
|
$35,393
0.0% of portfolio
|
Q3 2024
Added 1326.67%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
599
shares
|
$33,022
0.01% of portfolio
|
Q2 2024
Reduced 36.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
582
shares
|
$32,085
0.01% of portfolio
|
Q3 2022
Reduced 10.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
542
shares
|
$29,880
0.01% of portfolio
|
Q2 2024
Reduced 32.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
463
shares
|
$25,525
0.0% of portfolio
|
Q1 2024
Reduced 68.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
404
shares
|
$22,272
0.0% of portfolio
|
Q3 2024
New holding
|