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 |
|---|---|---|---|---|---|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
4,151
shares
|
$202,610
0.07% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
4,108
shares
|
$200,511
0.03% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
4,021
shares
|
$196,265
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,925
shares
|
$191,579
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
3,201
shares
|
$156,240
0.04% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,161
shares
|
$154,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
3,062
shares
|
$149,456
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,795
shares
|
$136,423
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,715
shares
|
$132,519
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,604
shares
|
$127,101
0.0% of portfolio
|
Q1 2025
Added 128.82%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,581
shares
|
$125,978
0.04% of portfolio
|
Q2 2022
Reduced 25.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,447
shares
|
$119,438
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,340
shares
|
$114,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,340
shares
|
$114,215
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,222
shares
|
$108,455
0.0% of portfolio
|
Q1 2025
Reduced 20.98%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,013
shares
|
$98,254
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,560
shares
|
$76,143
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,351
shares
|
$65,942
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
1,335
shares
|
$65,161
0.06% of portfolio
|
Q1 2025
Added 205.32%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
1,277
shares
|
$62,330
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,207
shares
|
$58,913
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,188
shares
|
$57,986
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,078
shares
|
$52,617
0.01% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
963
shares
|
$47,004
0.02% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
862
shares
|
$42,074
0.0% of portfolio
|
Q1 2025
Added 0.23%
|