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 253 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
113,514
shares
|
$5.84 Million
1.6% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
107,895
shares
|
$5.55 Million
0.24% of portfolio
|
Q4 2024
Added 27.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
104,934
shares
|
$5.39 Million
0.08% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
102,525
shares
|
$5.27 Million
1.93% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
101,357
shares
|
$5.21 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
93,774
shares
|
$4.82 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
81,665
shares
|
$4.2 Million
4.31% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
77,515
shares
|
$3.99 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
73,482
shares
|
$3.78 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
70,027
shares
|
$3.6 Million
3.06% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
68,752
shares
|
$3.53 Million
1.14% of portfolio
|
Q4 2024
Added 85.96%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
67,102
shares
|
$3.45 Million
2.59% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
66,900
shares
|
$3.44 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
66,170
shares
|
$3.4 Million
4.62% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
64,640
shares
|
$3.32 Million
0.0% of portfolio
|
Q4 2024
Added 207.68%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
62,229
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
61,446
shares
|
$3.16 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
60,994
shares
|
$3.14 Million
0.32% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
53,136
shares
|
$2.73 Million
0.79% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
52,412
shares
|
$2.69 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52,345
shares
|
$2.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
48,132
shares
|
$2.47 Million
0.07% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
48,104
shares
|
$2.47 Million
2.5% of portfolio
|
Q4 2024
Reduced 50.05%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
44,162
shares
|
$2.27 Million
0.77% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
41,135
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 13.21%
|