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 79 institutions that hold shares in the stock, with a total of 8.04 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
56,288
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
48,411
shares
|
$1.69 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
48,398
shares
|
$1.69 Million
0.06% of portfolio
|
Q1 2025
Reduced 32.01%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
47,463
shares
|
$1.66 Million
0.43% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
36,251
shares
|
$1.27 Million
0.32% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
31,037
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2021
Reduced 34.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,340
shares
|
$956,079
0.0% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
22,024
shares
|
$770,179
0.16% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
18,845
shares
|
$659,009
0.59% of portfolio
|
Q1 2025
Added 241.52%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
18,678
shares
|
$653,169
0.05% of portfolio
|
Q1 2025
Reduced 26.41%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,712
shares
|
$619,388
0.15% of portfolio
|
Q1 2024
Added 65.66%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
17,376
shares
|
$607,638
0.05% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,463
shares
|
$575,711
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
15,338
shares
|
$536,369
0.06% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
15,308
shares
|
$535,320
0.34% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
15,085
shares
|
$527,522
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
13,660
shares
|
$477,690
0.12% of portfolio
|
Q4 2023
Added 42.89%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
13,178
shares
|
$460,834
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,982
shares
|
$419,010
0.01% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
11,962
shares
|
$418,311
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,793
shares
|
$412,401
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
11,366
shares
|
$397,469
0.05% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
10,233
shares
|
$357,848
0.01% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
10,091
shares
|
$352,882
0.19% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,460
shares
|
$330,816
0.0% of portfolio
|
Q1 2025
Reduced 9.56%
|