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 249 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
670
shares
|
$36,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
642
shares
|
$35,098
0.01% of portfolio
|
Q4 2024
Added 18.45%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
599
shares
|
$32,747
0.01% of portfolio
|
Q2 2024
Reduced 36.88%
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
590
shares
|
$32,255
0.0% of portfolio
|
Q4 2024
Added 2260.0%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
582
shares
|
$31,817
0.01% of portfolio
|
Q3 2022
Reduced 10.19%
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
500
shares
|
$27,335
0.0% of portfolio
|
Q4 2024
Reduced 39.83%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
463
shares
|
$25,312
0.0% of portfolio
|
Q1 2024
Reduced 68.35%
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
442
shares
|
$24,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
404
shares
|
$22,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
392
shares
|
$21,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
345
shares
|
$18,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
338
shares
|
$18,478
0.01% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
333
shares
|
$18,205
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
288
shares
|
$15,744
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
250
shares
|
$13,667
0.01% of portfolio
|
Q3 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
245
shares
|
$13,394
0.0% of portfolio
|
Q2 2021
Reduced 50.4%
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
180
shares
|
$9,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
146
shares
|
$7,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
110
shares
|
$6,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
75
shares
|
$4,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
46
shares
|
$2,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
40
shares
|
$2,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3
shares
|
$164
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|