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 69 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,032,235
shares
|
$39.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
936,966
shares
|
$35.9 Million
0.01% of portfolio
|
Q3 2024
Added 21.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
833,194
shares
|
$31.9 Million
0.0% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
515,479
shares
|
$19.8 Million
9.04% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
499,720
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
372,156
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
285,160
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
272,429
shares
|
$10.4 Million
0.03% of portfolio
|
Q3 2024
Added 144.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,123
shares
|
$8.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
200,432
shares
|
$7.68 Million
8.32% of portfolio
|
Q3 2023
Added 25.85%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
193,281
shares
|
$7.41 Million
1.78% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
189,513
shares
|
$7.26 Million
0.79% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
188,112
shares
|
$7.21 Million
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
187,188
shares
|
$7.17 Million
0.3% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
159,578
shares
|
$6.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
137,475
shares
|
$5.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
136,079
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2024
Added 89.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
131,015
shares
|
$5.02 Million
0.03% of portfolio
|
Q3 2024
Added 39.01%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
121,323
shares
|
$4.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
100,901
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
78,742
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2024
Added 435.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
73,067
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
69,869
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
58,484
shares
|
$2.24 Million
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
47,778
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.96%
|