Pacer Trendpilot US Mid CapPTMCETF
13F holders, Q1 2025 (March 31)72holders +4
11new positions
7sold out
$34.60avg. 13F price*
At the end of Q1 2025, 72 institutions reported holding Pacer Trendpilot US Mid Cap (PTMC) in their 13F filings, up 4 from Q4 2024. 11 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($36.9M), Morgan Stanley ($35.5M) and Wells Fargo & Company ($34.5M).
- Company
- Pacer Trendpilot US Mid Cap
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.5M |
| Exits | 7 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 343,048 shares bought and 302,971 shares sold, net +40,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Bank of America Corp. | 0.00% | Reduce -0.4% | 1,066,844 | $36.9M |
| Morgan Stanley | 0.00% | Add +8.4% | 1,025,588 | $35.5M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 997,046 | $34.5M |
| LPL Financial LLC | 0.01% | Add +0.8% | 550,422 | $19.0M |
| ODonnell Financial Services, LLC | 6.17% | Reduce -15.9% | 432,246 | $15.0M |
| Cetera Investment Advisers | 0.03% | Add +0.3% | 378,574 | $13.1M |
| Pacer Advisors, Inc. | 0.03% | Add +3.0% | 306,954 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 269,133 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.9% | 267,608 | $9.3M |
| MBL Wealth, LLC | 0.84% | Add +3.1% | 239,070 | $8.3M |
| Level Four Advisory Services, LLC | 0.27% | Add +3.3% | 192,900 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.1% | 188,126 | $6.5M |
| UBS Group AG | 0.00% | Add +3.3% | 169,536 | $5.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +6.3% | 135,471 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.2% | 132,268 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 127,218 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.4% | 108,706 | $3.8M |
| J2 Capital Management Inc | 3.27% | Add +67.4% | 102,673 | $3.6M |
| Wbi Investments, LLC | 0.86% | Reduce -52.6% | 94,424 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +9.3% | 91,111 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +5.7% | 85,611 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.9% | 84,676 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 82,259 | $2.8M |
| Maridea Wealth Management LLC | 0.64% | Reduce -15.9% | 56,352 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 56,288 | $1.9M |
| Empirical Finance, LLC | 0.10% | Reduce -6.2% | 48,411 | $1.7M |
| Geneos Wealth Management Inc. | 0.06% | Add +4.2% | 48,398 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.35% | Reduce -1.8% | 35,705 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | New | 31,670 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.18% | No change | 31,037 | $1.1M |
| Tyche Wealth Partners LLC | 0.16% | Add +0.1% | 22,024 | $762K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 20,370 | $705K |
| Gimbal Financial | 0.59% | Add +241.5% | 18,845 | $652K |
| Advisor Resource Council | 0.05% | Reduce -26.4% | 18,678 | $646K |
| Freedom Investment Management, Inc. | 0.05% | Add +17.5% | 17,376 | $601K |
| Private Advisor Group, LLC | 0.00% | Add +2.8% | 16,463 | $570K |
| Ade, LLC | 0.31% | Add +0.2% | 15,308 | $530K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.8% | 15,085 | $522K |
| Moneco Advisors, LLC | 0.05% | Add +0.9% | 14,938 | $517K |
| Legacy Trust | 0.11% | No change | 13,660 | $473K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 13,178 | $456K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +16.4% | 11,982 | $415K |
| Forefront Wealth Partners, LLC | 0.28% | New | 11,962 | $414K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.9% | 11,793 | $408K |
| Waddell & Associates, LLC | 0.05% | Add +0.8% | 11,366 | $393K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -12.7% | 10,233 | $354K |
| Strategic Financial Partners, Ltd. | 0.18% | Reduce -0.5% | 10,091 | $349K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.6% | 9,460 | $327K |
| &partners | 0.00% | Reduce -28.8% | 9,149 | $316K |
| Mascagni Wealth Management, Inc. | 0.31% | No change | 8,998 | $311K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.0% | 6,401 | $221K |
| Financial Advocates Investment Management | 0.01% | Add +1.5% | 6,175 | $214K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.2% | 6,134 | $212K |
| Independent Financial Group, LLC | 0.01% | New | 5,904 | $204K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.6% | 4,272 | $148K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,049 | $106K |
| Ameriflex Group, Inc. | 0.03% | Reduce -17.4% | 2,111 | $73K |
| Private Trust Co. NA | 0.01% | No change | 1,883 | $65K |
| FMR LLC | 0.00% | No change | 1,424 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,386 | $48K |
| Bank of Montreal | 0.00% | No change | 1,366 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.9% | 1,028 | $36K |
| Assetmark, Inc. | 0.00% | New | 928 | $32K |
| Comerica Bank | 0.00% | No change | 900 | $31K |
| Register Financial Advisors LLC | 0.02% | New | 868 | $30K |
| WealthShield Partners, LLC | 0.00% | Reduce -38.8% | 748 | $26K |
| IFP Advisors, Inc | 0.00% | No change | 386 | $13K |
| MV Capital Management, Inc. | 0.00% | New | 228 | $8K |
| Cwm, LLC | 0.00% | New | 192 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -35.0% | 193 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 12 | $415 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $17 |
"% 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.