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 |
|---|---|---|---|---|---|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
10,441
shares
|
$375,562
0.17% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,460
shares
|
$340,276
0.0% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
8,454
shares
|
$304,090
0.25% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,399
shares
|
$302,112
0.0% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,398
shares
|
$302,076
0.03% of portfolio
|
Q2 2025
Added 69883.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,604
shares
|
$273,515
0.0% of portfolio
|
Q2 2025
Reduced 25.69%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
7,321
shares
|
$263,336
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,401
shares
|
$230,243
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
6,175
shares
|
$222,114
0.02% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,134
shares
|
$220,639
0.0% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,897
shares
|
$212,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,856
shares
|
$210,640
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,680
shares
|
$132,369
0.0% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,049
shares
|
$109,672
0.0% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$107,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,865
shares
|
$103,054
0.16% of portfolio
|
Q3 2022
Reduced 14.07%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,883
shares
|
$67,731
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,865
shares
|
$67,084
0.0% of portfolio
|
Q2 2025
Added 34.56%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,806
shares
|
$64,961
0.0% of portfolio
|
Q2 2025
Added 94.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,366
shares
|
$49,135
0.0% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,111
shares
|
$39,962
0.02% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,028
shares
|
$36,977
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
959
shares
|
$34,495
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
900
shares
|
$32,373
0.0% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
868
shares
|
$31,221
0.01% of portfolio
|
Q1 2025
New holding
|