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 |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
51,610
shares
|
$1.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
47,367
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
46,458
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 32.06%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
35,705
shares
|
$1.24 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
31,037
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2021
Reduced 34.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,340
shares
|
$947,604
0.0% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
22,012
shares
|
$762,935
0.17% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,528
shares
|
$711,500
0.0% of portfolio
|
Q4 2024
Added 42.73%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
18,678
shares
|
$647,379
0.05% of portfolio
|
Q1 2025
Reduced 26.41%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,712
shares
|
$613,897
0.15% of portfolio
|
Q1 2024
Added 65.66%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,010
shares
|
$554,906
0.0% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
15,272
shares
|
$529,327
0.35% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
15,198
shares
|
$526,762
0.06% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
14,790
shares
|
$512,621
0.05% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,123
shares
|
$489,503
0.0% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
13,660
shares
|
$473,455
0.11% of portfolio
|
Q4 2023
Added 42.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,084
shares
|
$453,491
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,842
shares
|
$445,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
12,026
shares
|
$416,821
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,720
shares
|
$406,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
11,270
shares
|
$390,618
0.04% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,297
shares
|
$356,894
0.02% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
10,141
shares
|
$351,487
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,460
shares
|
$327,883
0.0% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
8,998
shares
|
$311,870
0.31% of portfolio
|
Q1 2025
Added 22.69%
|