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 214 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,040,181
shares
|
$334 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,467,691
shares
|
$247 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,237,972
shares
|
$179 Million
0.08% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,357,355
shares
|
$130 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
1,983,306
shares
|
$110 Million
9.5% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,451,980
shares
|
$80.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
1,317,921
shares
|
$72.9 Million
41.23% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,263,196
shares
|
$69.9 Million
0.1% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,253,507
shares
|
$69.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,185,923
shares
|
$65.6 Million
0.14% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,156,390
shares
|
$64 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
934,427
shares
|
$51.7 Million
0.17% of portfolio
|
Q3 2024
Added 48.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
834,624
shares
|
$46.2 Million
0.01% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,458
shares
|
$44.8 Million
0.03% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
691,844
shares
|
$38.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
595,695
shares
|
$33 Million
2.74% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
546,504
shares
|
$30.2 Million
0.03% of portfolio
|
Q3 2024
Added 21.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
403,046
shares
|
$22.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
395,027
shares
|
$21.9 Million
0.08% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
392,183
shares
|
$21.7 Million
0.89% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
339,608
shares
|
$18.8 Million
2.06% of portfolio
|
Q3 2024
Added 25.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
338,358
shares
|
$18.7 Million
0.65% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
325,563
shares
|
$18 Million
0.02% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
323,809
shares
|
$17.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 14.32%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
309,041
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2024
Added 3.86%
|