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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,467
shares
|
$233,579
0.06% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
4,464
shares
|
$233,422
0.11% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,346
shares
|
$227,252
0.06% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
4,287
shares
|
$224,167
0.1% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,234
shares
|
$221,395
0.06% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,225
shares
|
$220,925
0.07% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,215
shares
|
$220,402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,186
shares
|
$218,885
0.01% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,168
shares
|
$217,944
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,151
shares
|
$217,055
0.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
4,108
shares
|
$214,807
0.03% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,100
shares
|
$214,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,829
shares
|
$200,218
0.0% of portfolio
|
Q2 2025
Reduced 66.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,516
shares
|
$183,851
0.09% of portfolio
|
Q2 2025
Reduced 44.36%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,201
shares
|
$167,380
0.04% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,161
shares
|
$165,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,795
shares
|
$146,150
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,581
shares
|
$134,960
0.04% of portfolio
|
Q2 2022
Reduced 25.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,447
shares
|
$127,953
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,340
shares
|
$122,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,340
shares
|
$122,358
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,222
shares
|
$116,188
0.0% of portfolio
|
Q1 2025
Reduced 20.98%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,013
shares
|
$105,259
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,857
shares
|
$97,102
0.0% of portfolio
|
Q2 2025
Added 56.31%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,779
shares
|
$93,023
0.0% of portfolio
|
Q2 2025
Reduced 31.68%
|