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 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,902
shares
|
$286,955
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,836
shares
|
$283,746
0.08% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
5,732
shares
|
$278,689
0.29% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,666
shares
|
$275,480
0.01% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
5,540
shares
|
$269,354
0.0% of portfolio
|
Q4 2024
Reduced 49.56%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
5,500
shares
|
$267,410
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
5,465
shares
|
$265,708
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,386
shares
|
$261,867
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,093
shares
|
$247,621
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
5,027
shares
|
$244,412
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
5,021
shares
|
$244,121
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,008
shares
|
$243,488
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,818
shares
|
$234,251
0.02% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
4,775
shares
|
$232,160
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,543
shares
|
$220,880
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,419
shares
|
$214,851
0.12% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,346
shares
|
$211,302
0.06% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
4,332
shares
|
$210,621
0.11% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,168
shares
|
$202,648
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
4,133
shares
|
$200,946
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
4,108
shares
|
$199,730
0.04% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
4,074
shares
|
$198,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
4,021
shares
|
$195,501
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$194,480
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
3,925
shares
|
$190,833
0.07% of portfolio
|
Q4 2024
New holding
|