Pacer Trendpilot US Mid CapPTMCETF
13F holders, Q4 2024 (December 31)68holders +2
6new positions
5sold out
$36.89avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding Pacer Trendpilot US Mid Cap (PTMC) in their 13F filings, up 2 from Q3 2024. 6 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($39.5M), Wells Fargo & Company ($35.0M) and Morgan Stanley ($34.9M).
- Company
- Pacer Trendpilot US Mid Cap
- Filed as
- PACER FDS TR (Q4 2024)
- CUSIP
- 69374H204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.1M |
| Exits | 5 | $626K |
All 13F filers, Q3 2024 → Q4 2024: 389,307 shares bought and 118,597 shares sold, net +270,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Bank of America Corp. | 0.00% | Add +3.8% | 1,071,536 | $39.5M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 949,636 | $35.0M |
| Morgan Stanley | 0.00% | Add +13.6% | 946,252 | $34.9M |
| LPL Financial LLC | 0.01% | Add +9.2% | 545,835 | $20.1M |
| ODonnell Financial Services, LLC | 7.93% | Reduce -0.3% | 514,158 | $19.0M |
| Cetera Investment Advisers | 0.03% | Add +1.4% | 377,512 | $13.9M |
| Pacer Advisors, Inc. | 0.02% | Add +4.5% | 298,114 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.6% | 265,262 | $9.8M |
| Raymond James Financial Inc. | 0.00% | — | 253,273 | $9.3M |
| MBL Wealth, LLC | 0.86% | Add +15.0% | 231,762 | $8.5M |
| Wbi Investments, LLC | 1.84% | Add +3.1% | 199,294 | $7.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.1% | 188,382 | $6.9M |
| Level Four Advisory Services, LLC | 0.28% | Reduce -0.2% | 186,792 | $6.9M |
| UBS Group AG | 0.00% | Add +2.8% | 164,088 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 138,279 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +3.3% | 135,281 | $5.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.0% | 127,419 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 126,632 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.9% | 85,908 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +14.1% | 83,395 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +2.9% | 81,028 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.3% | 78,475 | $2.9M |
| Maridea Wealth Management LLC | 0.80% | — | 67,016 | $2.5M |
| J2 Capital Management Inc | 2.12% | — | 61,340 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +15.1% | 54,967 | $2.0M |
| Empirical Finance, LLC | 0.11% | Reduce -11.8% | 51,610 | $1.9M |
| Geneos Wealth Management Inc. | 0.06% | Add +32.1% | 46,458 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.39% | Reduce -2.3% | 36,349 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.19% | No change | 31,037 | $1.1M |
| Advisor Resource Council | 0.67% | New | 25,382 | $936K |
| Tyche Wealth Partners LLC | 0.17% | No change | 22,012 | $812K |
| Susquehanna International Group, LLP | 0.00% | Add +42.7% | 20,528 | $757K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.0% | 16,010 | $591K |
| Ade, LLC | 0.35% | Reduce -9.6% | 15,272 | $563K |
| Moneco Advisors, LLC | 0.06% | Add +3.2% | 14,798 | $546K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -7.8% | 14,790 | $546K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.3% | 14,123 | $521K |
| Legacy Trust | 0.12% | No change | 13,660 | $504K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.3% | 13,084 | $483K |
| &partners | 0.01% | New | 12,842 | $479K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 12,026 | $444K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 11,720 | $432K |
| Waddell & Associates, LLC | 0.04% | No change | 11,270 | $416K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.5% | 10,460 | $386K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 10,297 | $380K |
| Strategic Financial Partners, Ltd. | 0.19% | Reduce -0.5% | 10,141 | $374K |
| Mascagni Wealth Management, Inc. | 0.31% | — | 8,998 | $311K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.8% | 7,150 | $264K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.3% | 6,670 | $246K |
| Sigma Planning Corp | 0.01% | Reduce -2.0% | 6,093 | $225K |
| Financial Advocates Investment Management | 0.01% | Reduce -83.5% | 6,085 | $224K |
| Old Mission Capital LLC | 0.01% | Reduce -2.1% | 5,774 | $213K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.4% | 5,655 | $209K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -7.4% | 5,655 | $209K |
| Gimbal Financial | 0.17% | New | 5,518 | $204K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.3% | 4,672 | $172K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.4% | 3,049 | $112K |
| Ameriflex Group, Inc. | 0.04% | — | 2,554 | $98K |
| Private Trust Co. NA | 0.01% | No change | 1,883 | $69K |
| FMR LLC | 0.00% | Add +193.0% | 1,424 | $53K |
| Bank of Montreal | 0.00% | Reduce -39.5% | 1,366 | $50K |
| WealthShield Partners, LLC | 0.01% | Reduce -37.9% | 1,222 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,019 | $38K |
| Comerica Bank | 0.00% | No change | 900 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | New | 721 | $27K |
| IFP Advisors, Inc | 0.00% | No change | 386 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.1% | 297 | $11K |
| FNY Investment Advisers, LLC | 0.00% | New | 200 | $7K |
"% 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.