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 237 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 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
|
$333 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 |
Feb 11, 2025 Q4 2024 |
3,487,182
shares
|
$192 Million
0.08% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,438,771
shares
|
$135 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
$109 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
|
$80.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,346,070
shares
|
$74.3 Million
0.11% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
1,317,921
shares
|
$72.7 Million
41.23% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,253,507
shares
|
$69.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,185,923
shares
|
$65.5 Million
0.14% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,109,936
shares
|
$61.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
934,427
shares
|
$51.6 Million
0.17% of portfolio
|
Q3 2024
Added 48.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
834,624
shares
|
$46.1 Million
0.01% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,458
shares
|
$44.7 Million
0.03% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
691,844
shares
|
$38.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
602,374
shares
|
$33.2 Million
2.82% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
589,330
shares
|
$32.5 Million
0.03% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
395,027
shares
|
$21.8 Million
0.08% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
386,248
shares
|
$21.3 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
383,103
shares
|
$21.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
339,608
shares
|
$18.7 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%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
330,258
shares
|
$18.2 Million
0.2% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
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%
|