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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,035
shares
|
$724,767
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,803
shares
|
$712,786
0.16% of portfolio
|
Q1 2024
Added 3.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,785
shares
|
$711,857
0.0% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,506
shares
|
$697,449
0.02% of portfolio
|
Q3 2022
Reduced 9.45%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
13,200
shares
|
$681,648
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
12,976
shares
|
$670,080
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
12,865
shares
|
$664,348
0.31% of portfolio
|
Q4 2024
Added 51.02%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
12,573
shares
|
$649,269
0.07% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,477
shares
|
$644,312
0.0% of portfolio
|
Q2 2024
Added 13.5%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,993
shares
|
$619,318
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
11,952
shares
|
$617,201
0.13% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,779
shares
|
$608,267
0.01% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
11,766
shares
|
$607,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,371
shares
|
$587,198
0.0% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,918
shares
|
$563,805
0.02% of portfolio
|
Q4 2024
Added 45.44%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
10,903
shares
|
$563,030
0.14% of portfolio
|
Q4 2023
Added 42.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,710
shares
|
$553,064
0.01% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
10,706
shares
|
$552,857
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
10,631
shares
|
$548,984
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
10,389
shares
|
$536,487
0.07% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
10,086
shares
|
$520,841
0.18% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,975
shares
|
$515,109
0.02% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
9,893
shares
|
$510,874
0.08% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
9,803
shares
|
$506,226
0.2% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,621
shares
|
$496,828
0.02% of portfolio
|
Q4 2024
New holding
|