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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
104,480
shares
|
$5.77 Million
1.27% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
102,525
shares
|
$5.66 Million
1.93% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
90,233
shares
|
$4.98 Million
3.56% of portfolio
|
Q3 2025
Reduced 17.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
82,362
shares
|
$4.55 Million
2.76% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
80,148
shares
|
$4.43 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
77,278
shares
|
$4.27 Million
4.19% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
75,187
shares
|
$4.15 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
75,139
shares
|
$4.15 Million
1.15% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
68,550
shares
|
$3.79 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
65,075
shares
|
$3.59 Million
0.08% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
62,195
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
62,055
shares
|
$3.43 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
61,798
shares
|
$3.41 Million
2.94% of portfolio
|
Q2 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
56,864
shares
|
$3.14 Million
0.68% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
55,088
shares
|
$3.04 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
54,114
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
50,306
shares
|
$2.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 85.41%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
49,660
shares
|
$2.74 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
49,439
shares
|
$2.73 Million
0.82% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
48,955
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 43.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
46,507
shares
|
$2.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
46,361
shares
|
$2.56 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
46,360
shares
|
$2.56 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
45,905
shares
|
$2.53 Million
0.69% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
43,154
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2025
Added 443.91%
|
|