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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
267,601
shares
|
$14.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
265,143
shares
|
$14.6 Million
2.55% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
242,400
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
234,285
shares
|
$12.9 Million
11.25% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
233,182
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.47%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
227,772
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
222,804
shares
|
$12.3 Million
5.29% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
208,232
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
205,694
shares
|
$11.4 Million
0.22% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
204,372
shares
|
$11.3 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
191,212
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
185,181
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
167,501
shares
|
$9.25 Million
0.8% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
162,539
shares
|
$8.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
162,183
shares
|
$8.96 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
158,301
shares
|
$8.74 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
155,447
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
153,115
shares
|
$8.46 Million
1.32% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
147,569
shares
|
$8.15 Million
0.64% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
130,871
shares
|
$7.23 Million
2.61% of portfolio
|
Q3 2025
Reduced 42.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
128,035
shares
|
$7.07 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
126,462
shares
|
$6.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
111,249
shares
|
$6.14 Million
0.26% of portfolio
|
Q3 2025
Added 73.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
108,437
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2025
Added 189.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
108,004
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.75%
|
|