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 252 institutions that hold shares in the stock, with a total of 44.6 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 |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,085,423
shares
|
$295 Million
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,669,082
shares
|
$227 Million
0.02% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,487,182
shares
|
$169 Million
0.08% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,478,601
shares
|
$120 Million
0.03% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,438,771
shares
|
$118 Million
0.05% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
1,983,306
shares
|
$96.3 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
|
$70.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
1,365,533
shares
|
$66.3 Million
44.93% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,346,070
shares
|
$65.3 Million
0.11% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,236,768
shares
|
$60 Million
0.14% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,220,189
shares
|
$59.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,109,936
shares
|
$53.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
926,645
shares
|
$45 Million
0.16% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
915,423
shares
|
$44.4 Million
0.02% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,458
shares
|
$39.3 Million
0.03% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
695,933
shares
|
$33.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
602,374
shares
|
$29.2 Million
2.82% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
589,330
shares
|
$28.6 Million
0.03% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
423,219
shares
|
$20.5 Million
0.08% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
386,248
shares
|
$18.7 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
383,103
shares
|
$18.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
351,787
shares
|
$17.1 Million
0.02% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
349,721
shares
|
$17 Million
2.0% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
338,358
shares
|
$16.4 Million
0.65% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
330,258
shares
|
$16 Million
0.2% of portfolio
|
Q4 2024
Added 1.99%
|