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Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$41.04 +0.18 (+0.44%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$37.44M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$52.86M
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PTMC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Whitaker 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%
5/19/2026 IFS 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%
5/6/2026 Independent 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%
4/21/2026 J2 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%
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%
2/11/2026 J.W. Cole Advisors Inc.11,223$400K0.0%-6.3%0.089%
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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%
2/3/2026 International 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%
1/22/2026 Whitaker Myers Wealth Managers LTD.36,618$1.31M0.3%-6.1%0.292%
1/21/2026 Capital Investment Advisory Services LLC8,016$286K0.0%+14.3%0.064%
1/21/2026 MBL Wealth LLC215,842$7.70M0.6%+1.5%1.720%
1/20/2026 J2 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%
1/8/2026 Wealth 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%
11/5/2025 Capital 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%
10/31/2025 B. Riley Wealth Advisors Inc.18,247$653K0.0%-2.5%0.145%
10/24/2025ORG Wealth Partners LLC747$27K0.0%N/A0.006%
10/22/2025Geneos Wealth Management Inc.66,948$2.40M0.1%-1.0%0.533%
10/16/2025 MBL Wealth LLC212,664$7.62M0.7%-8.4%1.695%
10/16/2025 Whitaker 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%
10/14/2025 J2 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%
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8/19/2025 B. 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%
8/14/2025Raymond James Financial Inc.274,482$9.57M0.0%+2.0%2.187%
8/14/2025NewEdge Advisors LLC256,104$8.93M0.0%+93.6%2.041%
8/13/2025Level Four Advisory Services LLC194,604$6.79M0.3%+0.9%1.551%
8/13/2025Northwestern Mutual Wealth Management Co.1,865$65K0.0%+34.6%0.015%
8/11/2025Invenio Wealth Partners LLC279,114$9.74M3.9%N/A2.224%
8/11/2025WBI Investments LLC87,320$3.05M0.8%-7.5%0.696%


PTMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 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), Pacer Advisors Inc. ($10.91M), Invenio Wealth Partners LLC ($10.47M), and NewEdge Advisors LLC ($9.65M).Learn more on Pacer Trendpilot US Mid Cap ETF's institutional investors.

Of the 66 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 ($151.38K), ODonnell Financial Services LLC ($115.96K), J2 Capital Management Inc ($111.35K), and DAVENPORT & Co LLC ($72.34K).

Institutional investors have bought a total of 1,058,371 shares in the last 24 months. This purchase volume represents approximately $37.44M in transactions.

Of the 38 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: ODonnell Financial Services LLC ($344.68K), Empirical Finance LLC ($240.43K), Bank of America Corp DE ($200.03K), NewEdge Advisors LLC ($128.74K), LPL Financial LLC ($101.73K), J2 Capital Management Inc ($98.13K), and Envestnet Asset Management Inc. ($73.65K).

Institutional investors have sold a total of 1,472,846 shares in the last 24 months. This volume of shares sold represents approximately $52.86M in transactions.


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This page (BATS:PTMC) was last updated on 7/26/2026 by MarketBeat.com Staff.
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