Institutional Ownership Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,068,512
shares
|
$37.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,065,511
shares
|
$37.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
893,511
shares
|
$31.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
537,425
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
432,447
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
325,908
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
292,318
shares
|
$10.3 Million
3.81% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
256,104
shares
|
$9.01 Million
0.05% of portfolio
|
Q2 2025
Added 93.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
255,243
shares
|
$8.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
239,872
shares
|
$8.44 Million
0.02% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,123
shares
|
$7.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
212,664
shares
|
$7.48 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
197,301
shares
|
$6.94 Million
0.27% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
188,975
shares
|
$6.65 Million
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
173,212
shares
|
$6.09 Million
0.03% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
144,105
shares
|
$5.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
108,656
shares
|
$3.82 Million
3.06% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
101,376
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
97,946
shares
|
$3.44 Million
1.42% of portfolio
|
Q3 2025
Reduced 65.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
95,523
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
87,320
shares
|
$3.07 Million
0.84% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
66,948
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
62,505
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
60,738
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
56,768
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.55%
|