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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
37,199
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
36,971
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2024
Reduced 23.84%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
35,180
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
31,037
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2021
Reduced 34.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,340
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
22,012
shares
|
$843,499
0.19% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
19,415
shares
|
$743,982
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,712
shares
|
$678,723
0.15% of portfolio
|
Q1 2024
Added 65.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,030
shares
|
$652,589
0.0% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
16,894
shares
|
$647,378
0.39% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
16,039
shares
|
$614,614
0.05% of portfolio
|
Q3 2024
Added 29.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,382
shares
|
$551,118
0.0% of portfolio
|
Q3 2024
Reduced 58.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
14,338
shares
|
$549,432
0.07% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
13,660
shares
|
$523,451
0.12% of portfolio
|
Q4 2023
Added 42.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,042
shares
|
$499,769
0.0% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,920
shares
|
$495,094
0.01% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,026
shares
|
$460,836
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,960
shares
|
$458,307
0.0% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
11,270
shares
|
$431,866
0.05% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,297
shares
|
$394,581
0.02% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
10,191
shares
|
$390,519
0.19% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,938
shares
|
$304,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,624
shares
|
$253,831
0.0% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,396
shares
|
$245,094
0.0% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,217
shares
|
$238,235
0.01% of portfolio
|
Q3 2024
New holding
|