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 75 institutions that hold shares in the stock, with a total of 8.01 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,071,536
shares
|
$37.1 Million
0.0% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
949,636
shares
|
$32.9 Million
0.01% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
946,252
shares
|
$32.8 Million
0.0% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
545,835
shares
|
$18.9 Million
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
514,158
shares
|
$17.8 Million
8.63% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
377,512
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
298,114
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
267,608
shares
|
$9.28 Million
0.03% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
253,272
shares
|
$8.78 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
231,762
shares
|
$8.03 Million
0.92% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,123
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
199,294
shares
|
$6.91 Million
1.94% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
188,382
shares
|
$6.53 Million
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
186,792
shares
|
$6.47 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
164,088
shares
|
$5.69 Million
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
138,279
shares
|
$4.79 Million
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
135,281
shares
|
$4.69 Million
0.03% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
127,419
shares
|
$4.42 Million
0.03% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
126,632
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
102,673
shares
|
$3.56 Million
3.36% of portfolio
|
Q1 2025
Added 67.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
85,908
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
83,395
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
81,028
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
78,475
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
67,016
shares
|
$2.32 Million
0.8% of portfolio
|
Q4 2024
New holding
|