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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,176
shares
|
$285,818
0.07% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
5,114
shares
|
$282,395
0.07% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
5,054
shares
|
$279,081
0.07% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
5,041
shares
|
$278,364
0.0% of portfolio
|
Q3 2025
Added 183.36%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,027
shares
|
$277,590
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
5,010
shares
|
$276,652
0.07% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
4,888
shares
|
$269,915
0.07% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,818
shares
|
$266,049
0.02% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,812
shares
|
$265,718
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
4,754
shares
|
$262,515
0.12% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,727
shares
|
$261,024
0.03% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
4,559
shares
|
$251,747
0.19% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,543
shares
|
$250,864
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,543
shares
|
$250,864
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
4,529
shares
|
$250,091
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,421
shares
|
$244,127
0.0% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,391
shares
|
$242,471
0.08% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
4,363
shares
|
$240,924
0.07% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
4,287
shares
|
$236,728
0.11% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
4,225
shares
|
$233,304
0.07% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,168
shares
|
$230,156
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
4,151
shares
|
$229,218
0.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
4,150
shares
|
$229,163
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,108
shares
|
$226,843
0.03% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,889
shares
|
$214,750
0.0% of portfolio
|
Q3 2025
Reduced 76.94%
|
|