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 220 institutions that hold shares in the stock, with a total of 40.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
800
shares
|
$44,336
0.01% of portfolio
|
Q2 2022
Reduced 97.45%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
766
shares
|
$42,451
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
642
shares
|
$35,579
0.0% of portfolio
|
Q3 2024
Added 1326.67%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
599
shares
|
$33,196
0.01% of portfolio
|
Q2 2024
Reduced 36.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
582
shares
|
$32,254
0.01% of portfolio
|
Q3 2022
Reduced 10.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
542
shares
|
$30,037
0.01% of portfolio
|
Q2 2024
Reduced 32.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
463
shares
|
$25,659
0.0% of portfolio
|
Q1 2024
Reduced 68.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
404
shares
|
$22,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
392
shares
|
$21,724
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
345
shares
|
$19,119
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
333
shares
|
$18,454
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
288
shares
|
$15,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
250
shares
|
$13,855
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
247
shares
|
$13,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
245
shares
|
$13,577
0.0% of portfolio
|
Q2 2021
Reduced 50.4%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
180
shares
|
$9,975
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
146
shares
|
$8,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
46
shares
|
$2,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
25
shares
|
$1,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|