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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
8,297
shares
|
$458,160
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,100
shares
|
$447,282
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
8,060
shares
|
$445,073
0.0% of portfolio
|
Q2 2025
Reduced 31.31%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
7,873
shares
|
$434,747
0.17% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,762
shares
|
$428,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,759
shares
|
$428,451
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
7,757
shares
|
$428,341
0.21% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
7,747
shares
|
$427,789
0.11% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
7,622
shares
|
$420,886
0.36% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
7,335
shares
|
$405,038
0.02% of portfolio
|
Q3 2025
Reduced 34.47%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
7,295
shares
|
$402,829
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,130
shares
|
$393,718
0.0% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,032
shares
|
$388,307
0.14% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
6,882
shares
|
$380,024
0.06% of portfolio
|
Q3 2025
Added 62.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,784
shares
|
$374,612
0.05% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,233
shares
|
$344,186
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
6,091
shares
|
$336,345
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,915
shares
|
$326,626
0.0% of portfolio
|
Q3 2025
Reduced 75.61%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,776
shares
|
$318,950
0.06% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,661
shares
|
$312,600
0.01% of portfolio
|
Q3 2025
Reduced 46.75%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
5,650
shares
|
$311,993
0.02% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
5,500
shares
|
$303,710
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
5,473
shares
|
$302,219
0.04% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,215
shares
|
$287,972
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,195
shares
|
$286,867
0.05% of portfolio
|
Q2 2025
New holding
|
|