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 220 institutions that hold shares in the stock, with a total of 40.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
35,635
shares
|
$1.97 Million
0.16% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
34,814
shares
|
$1.93 Million
0.24% of portfolio
|
Q3 2024
Added 92.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
34,800
shares
|
$1.93 Million
0.2% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
34,700
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
31,583
shares
|
$1.75 Million
0.68% of portfolio
|
Q3 2024
Reduced 73.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
31,349
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
31,274
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
30,693
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
30,312
shares
|
$1.68 Million
1.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,239
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
28,938
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
28,093
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
27,900
shares
|
$1.55 Million
0.5% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
27,861
shares
|
$1.54 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
27,467
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,119
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
25,155
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 54.9%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
22,551
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
22,502
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
22,449
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
22,410
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
21,994
shares
|
$1.22 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,009
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,716
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
19,171
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2024
Added 4.45%
|