Pacer Trendpilot US Mid CapPTMCETF
13F holders, Q3 2024 (September 30)66holders −6
4new positions
10sold out
$37.02avg. 13F price*
At the end of Q3 2024, 66 institutions reported holding Pacer Trendpilot US Mid Cap (PTMC) in their 13F filings, down 6 from Q2 2024. 4 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($38.3M), Wells Fargo & Company ($34.8M) and Morgan Stanley ($30.9M).
- Company
- Pacer Trendpilot US Mid Cap
- Filed as
- PACER FDS TR (Q3 2024)
- CUSIP
- 69374H204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $764K |
| Exits | 10 | $3.5M |
All 13F filers, Q2 2024 → Q3 2024: 708,598 shares bought and 344,902 shares sold, net +363,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Bank of America Corp. | 0.00% | Add +1.5% | 1,032,235 | $38.3M |
| Wells Fargo & Company | 0.01% | Add +21.8% | 936,966 | $34.8M |
| Morgan Stanley | 0.00% | Add +6.1% | 833,194 | $30.9M |
| ODonnell Financial Services, LLC | 7.78% | Add +8.8% | 515,479 | $19.1M |
| LPL Financial LLC | 0.01% | Reduce -2.9% | 499,720 | $18.5M |
| Cetera Investment Advisers | 0.03% | Reduce -1.7% | 372,156 | $13.8M |
| Pacer Advisors, Inc. | 0.02% | Add +3.9% | 285,160 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +144.6% | 272,429 | $10.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.7% | 223,123 | $8.3M |
| MBL Wealth, LLC | 0.81% | Add +6.3% | 201,526 | $7.5M |
| Wbi Investments, LLC | 1.72% | Reduce -3.0% | 193,281 | $7.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.4% | 188,112 | $7.0M |
| Level Four Advisory Services, LLC | 0.29% | Add +15.0% | 187,188 | $6.9M |
| UBS Group AG | 0.00% | Reduce -0.2% | 159,578 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -48.4% | 137,475 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +89.3% | 136,079 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +39.0% | 131,015 | $4.9M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -12.3% | 121,323 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 100,901 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +435.6% | 78,742 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +13.4% | 73,067 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.0% | 69,869 | $2.6M |
| Empirical Finance, LLC | 0.13% | No change | 58,484 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 47,778 | $1.8M |
| Whitaker-Myers Wealth Managers, LTD. | 0.46% | Add +1.3% | 37,199 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Reduce -23.8% | 36,971 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +7.5% | 35,180 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.19% | No change | 31,037 | $1.2M |
| Raymond James & Associates | 0.00% | Add +6.6% | 27,340 | $1.0M |
| Tyche Wealth Partners LLC | 0.18% | No change | 22,012 | $817K |
| Private Advisor Group, LLC | 0.00% | Add +7.3% | 17,030 | $632K |
| Ade, LLC | 0.39% | No change | 16,894 | $627K |
| Freedom Investment Management, Inc. | 0.05% | Add +29.8% | 16,039 | $595K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.4% | 14,382 | $534K |
| Moneco Advisors, LLC | 0.07% | Reduce -21.0% | 14,338 | $532K |
| Legacy Trust | 0.12% | No change | 13,660 | $507K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.5% | 13,042 | $484K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.1% | 12,920 | $480K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 12,026 | $446K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.7% | 11,960 | $444K |
| Waddell & Associates, LLC | 0.05% | No change | 11,270 | $418K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 10,297 | $382K |
| Strategic Financial Partners, Ltd. | 0.19% | Add +0.6% | 10,191 | $378K |
| Jane Street Group, LLC | 0.00% | New | 7,938 | $295K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -7.6% | 6,624 | $246K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.4% | 6,396 | $237K |
| Sigma Planning Corp | 0.01% | New | 6,217 | $231K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.7% | 6,106 | $227K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.7% | 6,106 | $227K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.4% | 6,021 | $223K |
| Old Mission Capital LLC | 0.00% | New | 5,901 | $219K |
| Harbour Investments, Inc. | 0.01% | Reduce -34.9% | 5,392 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,520 | $131K |
| Bank of Montreal | 0.00% | No change | 2,258 | $84K |
| WealthShield Partners, LLC | 0.01% | Add +61.1% | 1,969 | $73K |
| Private Trust Co. NA | 0.01% | No change | 1,883 | $70K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | No change | 1,476 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,019 | $38K |
| Aspire Wealth Management Corp | 0.02% | No change | 959 | $36K |
| Comerica Bank | 0.00% | No change | 900 | $33K |
| Integrated Investment Consultants, LLC | 0.00% | New | 19,415 | $19K |
| FMR LLC | 0.00% | Reduce -9.5% | 486 | $18K |
| Qube Research & Technologies Ltd | 0.00% | Add +208.3% | 444 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 386 | $14K |
| Belpointe Asset Management LLC | 0.00% | Add +39.5% | 226 | $8K |
| ORG Partners LLC | 0.00% | Reduce -91.1% | 17 | $975 |
"% 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.