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Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$42.59 +0.11 (+0.26%)
As of 08/14/2026 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)
38
Total
Institutional Inflows
(last 12 months)
$20.27M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$42.44M
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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%
6/18/2026 Pacer Advisors Inc.298,342$10.91M0.0%-0.4%2.377%
6/3/2026 NewEdge Advisors LLC263,828$9.65M0.0%+4.4%2.102%
5/19/2026Western Wealth Management LLC2,846$104K0.0%N/A0.023%
5/19/2026 NewEdge 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%
5/13/2026 Cetera Investment Advisers419,672$15.35M0.0%-5.5%3.344%
5/13/2026 Wealthspire Retirement LLC7,396$270K0.0%-12.0%0.059%
5/6/2026 Independent Financial Group LLC10,874$398K0.0%N/A0.087%
5/5/2026 Geneos Wealth Management Inc.70,215$2.57M0.1%+1.3%0.559%
5/5/2026 Sanctuary Advisors LLC56,280$2.06M0.0%+12.2%0.448%
5/4/2026 Retirement Planning Group LLC12,224$447K0.0%N/A0.097%
5/4/2026 Bryn Mawr Trust Advisors LLC19,738$722K0.0%+21.5%0.157%
4/30/2026 Kestra Advisory Services LLC18,587$680K0.0%+18.8%0.148%
4/25/2026 Keybank National Association OH5,929$217K0.0%N/A0.047%
4/21/2026 Maridea 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%
4/20/2026 Kestra Private Wealth Services LLC9,015$330K0.0%-26.2%0.072%
2/24/2026 Pacer Advisors Inc.299,452$10.68M0.0%-8.1%2.386%
2/18/2026Ameriflex Group Inc.1,111$40K0.0%-50.0%0.009%
2/18/2026 Wealthspire Retirement LLC8,407$300K0.0%N/A0.067%
2/18/2026 NewEdge Advisors LLC252,625$9.01M0.0%+1.0%2.013%
2/17/2026 Cetera 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%
2/16/2026 MML Investors Services LLC15,419$550K0.0%+27.7%0.123%
2/13/2026 Stifel Financial Corp96,181$3.43M0.0%+0.7%0.766%
2/13/2026 Focused Alpha LLC11,896$424K0.1%N/A0.095%
2/13/2026Wells Fargo & Company MN1,007,593$35.94M0.0%-5.4%8.029%
2/13/2026 Summit Financial LLC14,899$541K0.0%N/A0.119%
2/12/2026Empirical Finance LLC288,842$10.30M0.5%+496.6%2.302%
2/12/2026 Commonwealth Equity Services LLC40,890$1.46M0.0%-5.5%0.326%
2/11/2026 Janney Montgomery Scott LLC7,664$273K0.0%+26.1%0.061%
2/11/2026 LPL Financial LLC435,694$15.54M0.0%-18.9%3.472%
2/11/2026 Mascagni 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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2/10/2026 ADE LLC14,658$523K0.3%-4.2%0.117%
2/9/2026 Harbour Investments Inc.3,345$119K0.0%-8.0%0.027%
2/4/2026 Moneco Advisors LLC9,239$330K0.0%-12.6%0.074%
2/4/2026 Pacer Advisors Inc.299,452$10.68M0.0%-8.1%2.386%
2/4/2026 Bryn 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%
1/29/2026 UBS Group AG100,417$3.58M0.0%-0.9%0.800%
1/29/2026 Sanctuary Advisors LLC50,166$1.79M0.0%+3.1%0.400%
1/29/2026 Concurrent Investment Advisors LLC13,054$466K0.0%+13.2%0.104%
1/29/2026 ODonnell Financial Services LLC87,569$3.12M1.1%-10.6%0.698%
1/28/2026 Geneos Wealth Management Inc.69,313$2.47M0.1%+3.5%0.552%
1/23/2026 Tyche Wealth Partners LLC20,219$721K0.1%-1.9%0.161%
1/23/2026 Assetmark 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%
1/20/2026 Stratos 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%
11/20/2025 WBI Investments LLC82,855$2.97M0.8%-5.1%0.660%
11/18/2025Tcfg Wealth Management LLC14,390$515K0.0%N/A0.115%
11/17/2025 NewEdge 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%
11/13/2025 Invenio Wealth Partners LLC292,318$10.47M3.8%+4.7%2.329%
11/13/2025 UBS Group AG101,376$3.63M0.0%-6.1%0.808%
11/13/2025 Private Advisor Group LLC15,872$568K0.0%-2.8%0.126%
11/13/2025Ameriflex Group Inc.2,222$80K0.0%+100.0%0.018%
11/12/2025 Level Four Advisory Services LLC197,301$7.07M0.2%+1.4%1.572%
11/10/2025 ODonnell Financial Services LLC97,946$3.51M1.2%-65.1%0.780%
11/7/2025 Maridea Wealth Management LLC47,068$1.68M0.3%-0.8%0.375%
11/7/2025 HighTower Advisors LLC60,738$2.18M0.0%+10.8%0.484%
11/6/2025 Assetmark Inc.2,861$102K0.0%+58.4%0.023%
11/5/2025 Capital Investment Advisory Services LLC7,013$251K0.0%-16.5%0.056%
11/5/2025 MONECO Advisors LLC10,576$379K0.0%-15.3%0.084%
11/5/2025 Envestnet Asset Management Inc.46,800$1.68M0.0%+33.5%0.373%
11/4/2025 Bryn 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%
10/24/2025 ORG Wealth Partners LLC747$27K0.0%N/A0.006%
10/22/2025 Geneos 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%
10/15/2025 Pacer 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%
8/18/2025 Geneos 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%
8/14/2025 NewEdge Advisors LLC256,104$8.93M0.0%+93.6%2.041%
8/13/2025 Level Four Advisory Services LLC194,604$6.79M0.3%+0.9%1.551%
8/13/2025 Northwestern Mutual Wealth Management Co.1,865$65K0.0%+34.6%0.015%
8/11/2025 Invenio Wealth Partners LLC279,114$9.74M3.9%N/A2.224%
8/11/2025 WBI 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), 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 566,422 shares in the last 24 months. This purchase volume represents approximately $20.27M in transactions.

Of the 35 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 ($240.43K), ODonnell Financial Services LLC ($193.10K), Bank of America Corp DE ($147.84K), NewEdge Advisors LLC ($128.74K), 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 1,174,298 shares in the last 24 months. This volume of shares sold represents approximately $42.44M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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