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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
6,304
shares
|
$307,698
0.04% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
6,262
shares
|
$305,648
0.08% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,233
shares
|
$304,232
0.01% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
6,218
shares
|
$303,500
0.04% of portfolio
|
Q1 2025
Added 60.75%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,910
shares
|
$288,467
0.0% of portfolio
|
Q1 2025
Reduced 50.72%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,902
shares
|
$288,076
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,836
shares
|
$284,855
0.08% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
5,732
shares
|
$279,778
0.29% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,666
shares
|
$276,557
0.01% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,550
shares
|
$270,895
0.01% of portfolio
|
Q1 2025
Added 72.68%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
5,500
shares
|
$268,455
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
5,465
shares
|
$266,746
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,386
shares
|
$262,890
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
5,144
shares
|
$251,078
0.09% of portfolio
|
Q1 2025
Reduced 60.36%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
5,054
shares
|
$246,685
0.09% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
5,027
shares
|
$245,367
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
4,909
shares
|
$239,608
0.06% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,818
shares
|
$235,166
0.02% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,775
shares
|
$233,067
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,543
shares
|
$221,743
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,543
shares
|
$221,743
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,419
shares
|
$215,691
0.12% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
4,377
shares
|
$213,641
0.11% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,346
shares
|
$212,128
0.06% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,168
shares
|
$203,440
0.01% of portfolio
|
Q2 2024
New holding
|