Free Trial
→ Your book attached (From Profits Run) (Ad)tc pixel Free PTMC Stock Alerts

Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$39.54 -0.60 (-1.49%)
As of 01:44 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Mid Cap ETF (BATS:PTMC)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$19.83M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$43.05M
Get PTMC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pacer Trendpilot US Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PTMC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Mid Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026NewEdge Advisors LLC260,944$10.92M0.0%-1.1%2.079%
9/8/2026Empirical Finance LLC38,106$1.59M0.1%-21.3%0.304%
9/2/2026Citadel Advisors LLC30,218$1.26M0.0%+41.0%0.241%
8/23/2026Ameritas Advisory Services LLC1,336$56K0.0%N/A0.011%
8/23/2026Unique Wealth LLC13,504$565K0.1%N/A0.108%
8/22/2026Concurrent Investment Advisors LLC11,677$488K0.0%-10.5%0.093%
7/9/2026Whitaker Myers Wealth Managers LTD.33,515$1.40M0.2%-5.5%0.267%
6/18/2026Pacer Advisors Inc.298,342$10.91M0.0%-0.4%2.377%
6/3/2026NewEdge Advisors LLC263,828$9.65M0.0%+4.4%2.102%
5/19/2026Western Wealth Management LLC2,846$104K0.0%N/A0.023%
5/19/2026NewEdge Advisors LLC129,942$5.03M0.1%-48.6%1.035%
5/19/2026Bank of America Corp DE829,453$30.33M0.0%-3.1%6.609%
5/19/2026IFS Group LLC7,296$267K0.2%N/A0.058%
5/18/2026Royal Bank of Canada167,570$6.13M0.0%+9.8%1.335%
5/15/2026Empirical Finance LLC48,411$1.77M0.1%-83.2%0.386%
5/13/2026Cetera Investment Advisers419,672$15.35M0.0%-5.5%3.344%
5/13/2026Wealthspire Retirement LLC7,396$270K0.0%-12.0%0.059%
5/6/2026Independent Financial Group LLC10,874$398K0.0%N/A0.087%
5/5/2026Geneos Wealth Management Inc.70,215$2.57M0.1%+1.3%0.559%
5/5/2026Sanctuary Advisors LLC56,280$2.06M0.0%+12.2%0.448%
5/4/2026Retirement Planning Group LLC12,224$447K0.0%N/A0.097%
5/4/2026Bryn Mawr Trust Advisors LLC19,738$722K0.0%+21.5%0.157%
4/30/2026Kestra Advisory Services LLC18,587$680K0.0%+18.8%0.148%
4/25/2026Keybank National Association OH5,929$217K0.0%N/A0.047%
4/21/2026Maridea Wealth Management LLC32,043$1.17M0.2%-31.7%0.255%
4/21/2026J2 Capital Management Inc13,224$484K0.3%-88.1%0.105%
4/20/2026Kestra Private Wealth Services LLC9,015$330K0.0%-26.2%0.072%
2/24/2026Pacer Advisors Inc.299,452$10.68M0.0%-8.1%2.386%
2/18/2026Ameriflex Group Inc.1,111$40K0.0%-50.0%0.009%
2/18/2026Wealthspire Retirement LLC8,407$300K0.0%N/A0.067%
2/18/2026NewEdge Advisors LLC252,625$9.01M0.0%+1.0%2.013%
2/17/2026Cetera Investment Advisers444,102$15.84M0.0%+2.7%3.539%
2/17/2026Osaic Holdings Inc.48,555$1.73M0.0%-22.3%0.387%
2/17/2026&PARTNERS10,116$361K0.0%-29.7%0.081%
2/17/2026Royal Bank of Canada152,564$5.44M0.0%+5.9%1.216%
2/16/2026MML Investors Services LLC15,419$550K0.0%+27.7%0.123%
2/13/2026Stifel Financial Corp96,181$3.43M0.0%+0.7%0.766%
2/13/2026Focused Alpha LLC11,896$424K0.1%N/A0.095%
2/13/2026Wells Fargo & Company MN1,007,593$35.94M0.0%-5.4%8.029%
2/13/2026Summit Financial LLC14,899$541K0.0%N/A0.119%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/12/2026Empirical Finance LLC288,842$10.30M0.5%+496.6%2.302%
2/12/2026Commonwealth Equity Services LLC40,890$1.46M0.0%-5.5%0.326%
2/11/2026Janney Montgomery Scott LLC7,664$273K0.0%+26.1%0.061%
2/11/2026LPL Financial LLC435,694$15.54M0.0%-18.9%3.472%
2/11/2026Mascagni Wealth Management Inc.6,610$236K0.2%-21.8%0.053%
2/11/2026J.W. Cole Advisors Inc.11,223$400K0.0%-6.3%0.089%
2/10/2026ADE LLC14,658$523K0.3%-4.2%0.117%
2/9/2026Harbour Investments Inc.3,345$119K0.0%-8.0%0.027%
2/4/2026Moneco Advisors LLC9,239$330K0.0%-12.6%0.074%
2/4/2026Pacer Advisors Inc.299,452$10.68M0.0%-8.1%2.386%
2/4/2026Bryn Mawr Trust Advisors LLC16,245$579K0.0%+173.2%0.129%
2/3/2026International Assets Investment Management LLC1,725$62K0.0%N/A0.014%
1/29/2026UBS Group AG100,417$3.58M0.0%-0.9%0.800%
1/29/2026Sanctuary Advisors LLC50,166$1.79M0.0%+3.1%0.400%
1/29/2026Concurrent Investment Advisors LLC13,054$466K0.0%+13.2%0.104%
1/29/2026ODonnell Financial Services LLC87,569$3.12M1.1%-10.6%0.698%
1/28/2026Geneos Wealth Management Inc.69,313$2.47M0.1%+3.5%0.552%
1/23/2026Tyche Wealth Partners LLC20,219$721K0.1%-1.9%0.161%
1/23/2026Assetmark Inc.1,765$63K0.0%-38.3%0.014%
1/22/2026Whitaker Myers Wealth Managers LTD.36,618$1.31M0.3%-6.1%0.292%
1/21/2026Capital Investment Advisory Services LLC8,016$286K0.0%+14.3%0.064%
1/21/2026MBL Wealth LLC215,842$7.70M0.6%+1.5%1.720%
1/20/2026J2 Capital Management Inc111,352$3.97M2.9%+2.5%0.887%
1/20/2026Stratos Wealth Partners LTD.5,900$210K0.0%-7.8%0.047%
1/8/2026Wealth Enhancement Advisory Services LLC6,480$241K0.0%-30.8%0.052%
11/21/2025Tcfg Wealth Management LLC14,390$515K0.1%N/A0.115%
11/20/2025WBI Investments LLC82,855$2.97M0.8%-5.1%0.660%
11/18/2025Tcfg Wealth Management LLC14,390$515K0.0%N/A0.115%
11/17/2025NewEdge Advisors LLC250,044$8.95M0.0%-2.4%1.992%
11/17/2025Susquehanna International Group LLP45,239$1.62M0.0%+260.2%0.360%
11/17/2025Citadel Advisors LLC8,466$303K0.0%N/A0.067%
11/17/2025Bank of America Corp DE893,511$32.00M0.0%-11.9%7.120%
11/17/2025Ameriprise Financial Inc.56,768$2.03M0.0%-22.6%0.452%
11/14/2025Ancora Advisors LLC1,068$38K0.0%N/A0.009%
11/14/2025Raymond James Financial Inc.255,243$9.14M0.0%-7.0%2.034%
11/13/2025Invenio Wealth Partners LLC292,318$10.47M3.8%+4.7%2.329%
11/13/2025UBS Group AG101,376$3.63M0.0%-6.1%0.808%
11/13/2025Private Advisor Group LLC15,872$568K0.0%-2.8%0.126%
11/13/2025Ameriflex Group Inc.2,222$80K0.0%+100.0%0.018%
11/12/2025Level Four Advisory Services LLC197,301$7.07M0.2%+1.4%1.572%
11/10/2025ODonnell Financial Services LLC97,946$3.51M1.2%-65.1%0.780%
11/7/2025Maridea Wealth Management LLC47,068$1.68M0.3%-0.8%0.375%
11/7/2025HighTower Advisors LLC60,738$2.18M0.0%+10.8%0.484%
11/6/2025Assetmark Inc.2,861$102K0.0%+58.4%0.023%
11/5/2025Capital Investment Advisory Services LLC7,013$251K0.0%-16.5%0.056%
11/5/2025MONECO Advisors LLC10,576$379K0.0%-15.3%0.084%
11/5/2025Envestnet Asset Management Inc.46,800$1.68M0.0%+33.5%0.373%
11/4/2025Bryn Mawr Trust Advisors LLC5,947$213K0.0%N/A0.047%
10/31/2025B. Riley Wealth Advisors Inc.18,247$653K0.0%-2.5%0.145%
10/24/2025ORG Wealth Partners LLC747$27K0.0%N/A0.006%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
10/22/2025Geneos Wealth Management Inc.66,948$2.40M0.1%-1.0%0.533%
10/16/2025MBL Wealth LLC212,664$7.62M0.7%-8.4%1.695%
10/16/2025Whitaker Myers Wealth Managers LTD.39,016$1.40M0.3%+7.6%0.311%
10/15/2025Pacer Advisors Inc.325,908$11.67M0.0%-0.2%2.597%
10/14/2025J2 Capital Management Inc108,656$3.89M2.9%+2.1%0.866%
9/4/2025Osaic Holdings Inc.59,328$2.07M0.0%+5.4%0.473%
8/19/2025B. Riley Wealth Advisors Inc.18,723$653K0.0%N/A0.149%
8/18/2025Geneos Wealth Management Inc.67,594$2.36M0.1%+39.7%0.539%
8/15/2025Bank of America Corp DE1,014,645$35.39M0.0%-4.9%8.085%
8/15/2025Ameriprise Financial Inc.73,298$2.56M0.0%-10.9%0.584%


PTMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 institutional investors and hedge funds held shares of Pacer Trendpilot US Mid Cap ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($35.94M), Bank of America Corp DE ($30.33M), LPL Financial LLC ($15.54M), Cetera Investment Advisers ($15.35M), NewEdge Advisors LLC ($10.92M), Pacer Advisors Inc. ($10.91M), and Invenio Wealth Partners LLC ($10.47M).Learn more on Pacer Trendpilot US Mid Cap ETF's institutional investors.

Of the 68 institutional investors that purchased Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invenio Wealth Partners LLC ($292.32K), Raymond James Financial Inc. ($274.48K), Empirical Finance LLC ($240.43K), NewEdge Advisors LLC ($141.89K), J2 Capital Management Inc ($111.35K), DAVENPORT & Co LLC ($72.34K), and MML Investors Services LLC ($69.67K).

Institutional investors have bought a total of 549,097 shares in the last 24 months. This purchase volume represents approximately $19.83M in transactions.

Of the 36 institutional investors that sold Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Empirical Finance LLC ($250.74K), ODonnell Financial Services LLC ($193.10K), Bank of America Corp DE ($147.84K), NewEdge Advisors LLC ($131.63K), LPL Financial LLC ($101.73K), J2 Capital Management Inc ($98.13K), and Wells Fargo & Company MN ($57.92K).

Institutional investors have sold a total of 1,188,864 shares in the last 24 months. This volume of shares sold represents approximately $43.05M in transactions.


Related Companies

Institutional ownership data for BATS:PTMC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel