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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,872
shares
|
$213,811
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
3,846
shares
|
$212,376
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,718
shares
|
$205,307
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,288
shares
|
$181,563
0.02% of portfolio
|
Q3 2025
Reduced 61.84%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3,201
shares
|
$176,759
0.04% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,161
shares
|
$174,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
3,161
shares
|
$174,550
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
3,090
shares
|
$170,629
0.07% of portfolio
|
Q3 2025
Reduced 97.83%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,795
shares
|
$154,339
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,581
shares
|
$142,522
0.04% of portfolio
|
Q2 2022
Reduced 25.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,447
shares
|
$135,123
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,340
shares
|
$129,214
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,049
shares
|
$113,145
0.0% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,013
shares
|
$111,157
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,857
shares
|
$102,543
0.0% of portfolio
|
Q2 2025
Added 56.31%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,560
shares
|
$86,143
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,500
shares
|
$82,830
0.0% of portfolio
|
Q3 2025
Reduced 35.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,351
shares
|
$74,602
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,298
shares
|
$71,675
0.0% of portfolio
|
Q3 2025
Reduced 99.11%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
1,277
shares
|
$70,515
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,207
shares
|
$66,650
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,048
shares
|
$57,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$55,220
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$55,220
0.01% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
862
shares
|
$47,599
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|