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 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
114,645
shares
|
$5.58 Million
0.09% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
114,524
shares
|
$5.58 Million
0.43% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
113,514
shares
|
$5.53 Million
1.6% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
107,895
shares
|
$5.25 Million
0.24% of portfolio
|
Q4 2024
Added 27.02%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
102,525
shares
|
$4.99 Million
1.93% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
93,774
shares
|
$4.57 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
79,890
shares
|
$3.89 Million
3.71% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
77,515
shares
|
$3.77 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
73,815
shares
|
$3.59 Million
1.07% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
67,939
shares
|
$3.31 Million
0.08% of portfolio
|
Q1 2025
Added 41.15%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
67,102
shares
|
$3.27 Million
2.59% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
66,900
shares
|
$3.26 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
65,994
shares
|
$3.21 Million
5.16% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
65,263
shares
|
$3.18 Million
0.08% of portfolio
|
Q1 2025
Added 76.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
64,640
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Added 207.68%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
62,229
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
60,994
shares
|
$2.97 Million
0.32% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
58,055
shares
|
$2.83 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
53,136
shares
|
$2.59 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
|
$2.55 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52,345
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
50,964
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
47,055
shares
|
$2.29 Million
1.01% of portfolio
|
Q1 2025
Added 68.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
44,332
shares
|
$2.16 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
44,162
shares
|
$2.15 Million
0.77% of portfolio
|
Q4 2024
Added 11.19%
|