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 85 institutions that hold shares in the stock, with a total of 8.48 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,289,362
shares
|
$46.4 Million
0.01% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,026,367
shares
|
$36.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,014,645
shares
|
$36.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
540,717
shares
|
$19.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
389,600
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
326,454
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
280,673
shares
|
$10.1 Million
4.29% of portfolio
|
Q2 2025
Reduced 35.07%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
279,114
shares
|
$10 Million
3.87% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
274,482
shares
|
$9.87 Million
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
256,104
shares
|
$9.21 Million
0.05% of portfolio
|
Q2 2025
Added 93.63%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
232,058
shares
|
$8.35 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,123
shares
|
$8.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
217,067
shares
|
$7.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
194,604
shares
|
$7 Million
0.27% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
186,289
shares
|
$6.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
173,212
shares
|
$6.23 Million
0.03% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
148,678
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
108,018
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.29%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
106,430
shares
|
$3.83 Million
3.1% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
90,602
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
87,320
shares
|
$3.14 Million
0.84% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
79,640
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
73,298
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
72,343
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Added 128.43%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
67,594
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2025
Added 39.66%
|