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 77 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 |
May 15, 2025 Q1 2025 |
1,066,844
shares
|
$37.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,025,588
shares
|
$35.7 Million
0.0% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
997,046
shares
|
$34.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
550,422
shares
|
$19.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
432,246
shares
|
$15 Million
7.39% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
378,574
shares
|
$13.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
306,954
shares
|
$10.7 Million
0.03% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
269,133
shares
|
$9.37 Million
0.0% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
267,608
shares
|
$9.32 Million
0.03% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
239,070
shares
|
$8.32 Million
0.9% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,123
shares
|
$7.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
192,900
shares
|
$6.71 Million
0.29% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
188,126
shares
|
$6.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
169,536
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
135,471
shares
|
$4.72 Million
0.03% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
132,268
shares
|
$4.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
127,218
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
108,706
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.39%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
102,673
shares
|
$3.57 Million
3.36% of portfolio
|
Q1 2025
Added 67.38%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
94,424
shares
|
$3.29 Million
0.91% of portfolio
|
Q1 2025
Reduced 52.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
91,111
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
85,611
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
84,676
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
82,259
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
56,352
shares
|
$1.96 Million
0.64% of portfolio
|
Q1 2025
Reduced 15.91%
|