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 70 institutions that hold shares in the stock, with a total of 7.39 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,217
shares
|
$238,297
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,106
shares
|
$234,042
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,901
shares
|
$226,185
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,392
shares
|
$206,675
0.01% of portfolio
|
Q3 2024
Reduced 34.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,520
shares
|
$134,921
0.0% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,865
shares
|
$109,815
0.16% of portfolio
|
Q3 2022
Reduced 14.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,258
shares
|
$86,549
0.0% of portfolio
|
Q1 2023
Reduced 57.93%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,969
shares
|
$75,471
0.01% of portfolio
|
Q3 2024
Added 61.13%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,883
shares
|
$72,175
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,476
shares
|
$56,575
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,019
shares
|
$39,058
0.0% of portfolio
|
Q1 2024
Added 1.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
959
shares
|
$36,758
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
900
shares
|
$34,497
0.0% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
643
shares
|
$24,646
0.0% of portfolio
|
Q2 2020
Added 26.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
444
shares
|
$17,018
0.0% of portfolio
|
Q3 2024
Added 208.33%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
386
shares
|
$14,795
0.0% of portfolio
|
Q1 2023
Reduced 5.16%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
226
shares
|
$8,662
0.0% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$7,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|