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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
5,518
shares
|
$284,949
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
5,500
shares
|
$284,020
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
5,465
shares
|
$282,212
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,391
shares
|
$278,391
0.0% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,389
shares
|
$278,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
5,385
shares
|
$278,081
0.08% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,249
shares
|
$271,058
0.0% of portfolio
|
Q2 2024
Reduced 19.13%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
5,179
shares
|
$267,443
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,164
shares
|
$266,668
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,093
shares
|
$263,002
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
5,027
shares
|
$259,594
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
5,021
shares
|
$259,284
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,008
shares
|
$258,613
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,818
shares
|
$248,801
0.02% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
4,775
shares
|
$246,581
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,543
shares
|
$234,600
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
4,491
shares
|
$231,915
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
4,483
shares
|
$231,502
0.06% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
4,340
shares
|
$224,117
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
4,332
shares
|
$223,704
0.11% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,168
shares
|
$215,235
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
4,133
shares
|
$213,428
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
4,108
shares
|
$212,137
0.04% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
4,074
shares
|
$210,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$206,560
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|