Pacer Trendpilot US Mid CapPTMCETF
13F holders, Q1 2024 (March 31)72holders
1famous investor
$35.94avg. 13F price*
At the end of Q1 2024, 72 institutions reported holding Pacer Trendpilot US Mid Cap (PTMC) in their 13F filings. The largest holders were Bank of America Corp. ($37.3M), Morgan Stanley ($28.3M) and Wells Fargo & Company ($26.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Trendpilot US Mid Cap
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $7.1M |
| Exits | 6 | $654K |
Ownership 72 holders
| Bank of America Corp. | 0.00% | Add +1.3% | 1,035,424 | $37.3M |
| Morgan Stanley | 0.00% | Reduce -11.4% | 785,994 | $28.3M |
| Wells Fargo & Company | 0.01% | Add +14.5% | 727,743 | $26.2M |
| LPL Financial LLC | 0.01% | Reduce -1.6% | 510,164 | $18.4M |
| ODonnell Financial Services, LLC | 6.59% | Add +5.7% | 399,520 | $14.4M |
| Cetera Investment Advisers | 0.03% | Add +4181.1% | 379,263 | $13.7M |
| Pacer Advisors, Inc. | 0.03% | Reduce -5.9% | 295,079 | $10.6M |
| Wbi Investments, LLC | 1.98% | Reduce -13.3% | 264,043 | $9.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -10.2% | 241,605 | $8.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.6% | 213,235 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +16.9% | 190,744 | $6.9M |
| Avantax Advisory Services, Inc. | 0.06% | Add +0.1% | 182,096 | $6.6M |
| MBL Wealth, LLC | 0.75% | Add +1.9% | 181,773 | $6.5M |
| UBS Group AG | 0.00% | Reduce -18.0% | 159,017 | $5.7M |
| Rockefeller Capital Management L.P. | 0.02% | New | 154,471 | $5.6M |
| Level Four Advisory Services, LLC | 0.29% | Add +3.8% | 162,471 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.6% | 112,168 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +238.4% | 108,790 | $3.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.2% | 84,749 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 74,677 | $2.7M |
| Clarus Group, Inc. | 1.70% | Add +0.9% | 67,465 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 65,458 | $2.4M |
| Empirical Finance, LLC | 0.13% | No change | 58,484 | $2.1M |
| Financial Advocates Investment Management | 0.10% | Reduce -9.2% | 49,766 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.8% | 44,917 | $1.6M |
| Magnolia Capital Advisors LLC | 1.23% | Reduce -0.6% | 43,880 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.56% | Reduce -1.3% | 36,818 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +10.6% | 31,063 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.21% | No change | 31,037 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -44.5% | 28,847 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.5% | 27,343 | $985K |
| Jane Street Group, LLC | 0.00% | New | 24,729 | $891K |
| Kestra Advisory Services, LLC | 0.01% | Add +31.3% | 23,742 | $855K |
| Tyche Wealth Partners LLC | 0.19% | Reduce -4.7% | 22,012 | $793K |
| Ade, LLC | 0.43% | Add +0.4% | 17,954 | $647K |
| Imprint Wealth LLC | 0.15% | Add +65.7% | 17,712 | $634K |
| Citadel Advisors | 0.00% | Reduce -7.1% | 17,519 | $631K |
| MML Investors Services, LLC | 0.00% | Reduce -22.2% | 17,409 | $627K |
| Moneco Advisors, LLC | 0.10% | Add +1.7% | 17,313 | $624K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.6% | 15,448 | $557K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.3% | 14,370 | $518K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -24.8% | 13,995 | $504K |
| Advisor Resource Council | 0.21% | Add +68.9% | 13,666 | $492K |
| Legacy Trust | 0.12% | No change | 13,660 | $492K |
| Waddell & Associates, LLC | 0.05% | Add +2.0% | 11,270 | $406K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,460 | $377K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.7% | 10,296 | $371K |
| Strategic Financial Partners, Ltd. | 0.19% | Add +1.1% | 9,606 | $346K |
| Regal Investment Advisors LLC | 0.02% | Reduce -19.9% | 9,124 | $329K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 9,097 | $309K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.2% | 8,279 | $298K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.9% | 6,396 | $230K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,372 | $230K |
| Freedom Investment Management, Inc. | 0.02% | Add +1.3% | 6,323 | $228K |
| Raymond James Trust N.A. | 0.01% | Reduce -12.6% | 6,240 | $225K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.5% | 3,623 | $131K |
| Bank of Montreal | 0.00% | No change | 2,258 | $82K |
| Private Trust Co. NA | 0.01% | Reduce -27.9% | 2,025 | $73K |
| Comerica Bank | 0.00% | No change | 1,851 | $67K |
| Kiely Wealth Advisory Group, Inc. | 0.03% | No change | 1,476 | $51K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,244 | $45K |
| WealthShield Partners, LLC | 0.01% | No change | 1,222 | $44K |
| Aspire Wealth Management Corp | 0.02% | No change | 959 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.9% | 1,019 | $34K |
| Register Financial Advisors LLC | 0.02% | New | 860 | $31K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -13.3% | 650 | $23K |
| IFP Advisors, Inc | 0.00% | No change | 386 | $14K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.9% | 367 | $13K |
| FMR LLC | 0.00% | Reduce -11.7% | 326 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -97.8% | 200 | $7K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 150 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 125 | $5K |
"% of holder's portfolio" is PTMC's weight in each manager's 13F, not the share of Pacer Trendpilot US Mid Cap the manager owns.