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 254 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
753
shares
|
$41,580
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
724
shares
|
$39,979
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
722
shares
|
$39,868
0.01% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
645
shares
|
$35,616
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
639
shares
|
$35,285
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
600
shares
|
$33,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
560
shares
|
$30,923
0.0% of portfolio
|
Q2 2025
Reduced 32.93%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$27,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
463
shares
|
$25,566
0.0% of portfolio
|
Q1 2024
Reduced 68.35%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
420
shares
|
$23,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
345
shares
|
$19,050
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
338
shares
|
$18,664
0.01% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
337
shares
|
$18,609
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
325
shares
|
$17,946
0.0% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
301
shares
|
$16,621
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
245
shares
|
$13,528
0.0% of portfolio
|
Q2 2021
Reduced 50.4%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
233
shares
|
$12,866
0.0% of portfolio
|
Q3 2025
Reduced 43.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
200
shares
|
$11,044
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
196
shares
|
$10,823
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
152
shares
|
$8,393
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
143
shares
|
$7,896
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
106
shares
|
$5,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
78
shares
|
$4,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
75
shares
|
$4,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
54
shares
|
$2,981
0.0% of portfolio
|
Q3 2025
Reduced 88.66%
|
|