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 253 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
322,865
shares
|
$16.7 Million
0.11% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
309,153
shares
|
$16 Million
0.1% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
301,701
shares
|
$15.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
282,313
shares
|
$14.6 Million
13.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
230,222
shares
|
$11.9 Million
0.21% of portfolio
|
Q4 2024
Added 1176.6%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
228,758
shares
|
$11.8 Million
2.58% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
217,404
shares
|
$11.2 Million
0.03% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
215,563
shares
|
$11.1 Million
2.06% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
209,866
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
207,067
shares
|
$10.7 Million
0.7% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
206,249
shares
|
$10.7 Million
2.04% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
203,478
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
184,024
shares
|
$9.5 Million
1.08% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
180,740
shares
|
$9.33 Million
0.01% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
165,607
shares
|
$8.55 Million
0.0% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
156,814
shares
|
$8.1 Million
0.05% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
153,270
shares
|
$7.91 Million
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
147,552
shares
|
$7.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
142,894
shares
|
$7.38 Million
1.43% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
141,338
shares
|
$7.3 Million
7.54% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
130,397
shares
|
$6.73 Million
0.04% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
122,626
shares
|
$6.33 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
119,976
shares
|
$6.2 Million
0.56% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
119,603
shares
|
$6.18 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
117,961
shares
|
$6.09 Million
0.05% of portfolio
|
Q4 2024
Added 423.09%
|