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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,506
shares
|
$745,801
0.02% of portfolio
|
Q3 2022
Reduced 9.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,329
shares
|
$736,027
0.05% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
13,097
shares
|
$723,216
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
12,492
shares
|
$689,808
0.29% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
12,210
shares
|
$674,236
0.01% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
12,000
shares
|
$662,640
0.17% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,658
shares
|
$643,754
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,292
shares
|
$623,544
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,993
shares
|
$607,033
0.0% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
10,903
shares
|
$602,063
0.12% of portfolio
|
Q4 2023
Added 42.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10,551
shares
|
$582,626
0.03% of portfolio
|
Q1 2025
Added 354.98%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,466
shares
|
$577,932
0.03% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
10,271
shares
|
$567,164
0.08% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
10,209
shares
|
$563,740
0.06% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
9,554
shares
|
$527,571
0.02% of portfolio
|
Q3 2025
Reduced 53.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,554
shares
|
$527,571
0.01% of portfolio
|
Q3 2025
Reduced 53.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,469
shares
|
$522,878
0.01% of portfolio
|
Q3 2024
Reduced 49.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
9,450
shares
|
$521,829
0.13% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
9,345
shares
|
$516,030
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,180
shares
|
$506,919
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
9,150
shares
|
$505,263
0.05% of portfolio
|
Q3 2025
Added 30.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,982
shares
|
$495,986
0.01% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,790
shares
|
$485,383
0.1% of portfolio
|
Q1 2024
Reduced 18.87%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,681
shares
|
$479,364
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,308
shares
|
$458,767
0.05% of portfolio
|
Q2 2025
Reduced 10.45%
|
|