Pacer Trendpilot US Mid CapPTMCETF

13F holders, Q2 2025 (June 30)
80holders +8
10new positions
2sold out
$34.88avg. 13F price*

At the end of Q2 2025, 80 institutions reported holding Pacer Trendpilot US Mid Cap (PTMC) in their 13F filings, up 8 from Q1 2025. 10 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($45.0M), Morgan Stanley ($35.8M) and Bank of America Corp. ($35.4M).

Company
Pacer Trendpilot US Mid Cap
Filed as
PACER FDS TR (Q2 2025)
CUSIP
69374H204
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 72Q1 2024Q2 2024: 72Q2 2024Q3 2024: 66Q3 2024Q4 2024: 68Q4 2024Q1 2025: 72Q1 2025Q2 2025: 80Q2 2025Q3 2025: 77Q3 2025Q4 2025: 77Q4 2025Q1 2026: 86Q1 2026Q2 2026: 88Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions10$13.5M
Exits2$422K

All 13F filers, Q1 2025 → Q2 2025: 1,014,112 shares bought and 541,751 shares sold, net +472,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Wells Fargo & Company 0.01% Add +29.3% 1,289,362 $45.0M
Morgan Stanley 0.00% Add +0.1% 1,026,367 $35.8M
Bank of America Corp. 0.00% Reduce -4.9% 1,014,645 $35.4M
LPL Financial LLC 0.01% Reduce -1.8% 540,717 $18.9M
Cetera Investment Advisers 0.02% Add +2.9% 389,600 $13.6M
Pacer Advisors, Inc. 0.03% Add +6.3% 326,454 $11.4M
ODonnell Financial Services, LLC 3.76% Reduce -35.1% 280,673 $9.8M
Invenio Wealth Partners LLC 3.87% New 279,114 $9.7M
Raymond James Financial Inc. 0.00% Add +2.0% 274,482 $9.6M
NewEdge Advisors, LLC 0.05% Add +93.6% 256,104 $8.9M
MBL Wealth, LLC 0.77% Reduce -2.9% 232,058 $8.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -18.9% 217,067 $7.6M
Level Four Advisory Services, LLC 0.25% Add +0.9% 194,604 $6.8M
Rockefeller Capital Management L.P. 0.01% Reduce -1.0% 186,289 $6.5M
Avantax Advisory Services, Inc. 0.03% Add +27.9% 173,212 $6.0M
Royal Bank of Canada 0.00% Add +16.9% 148,678 $5.2M
UBS Group AG 0.00% Reduce -36.3% 108,018 $3.8M
J2 Capital Management Inc 2.96% Add +3.7% 106,430 $3.7M
Stifel Financial Corp. 0.00% Reduce -0.6% 90,602 $3.2M
Wbi Investments, LLC 0.79% Reduce -7.5% 87,320 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -6.0% 79,640 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -10.9% 73,298 $2.6M
DAVENPORT & Co LLC 0.01% Add +128.4% 72,343 $2.5M
Geneos Wealth Management Inc. 0.06% Add +39.7% 67,594 $2.4M
Osaic Holdings, Inc. 0.00% Add +5.4% 59,328 $2.1M
HighTower Advisors, LLC 0.00% New 54,798 $1.9M
Empirical Finance, LLC 0.09% No change 48,411 $1.7M
Gimbal Financial 1.02% Add +152.3% 47,543 $1.7M
Maridea Wealth Management LLC 0.43% Reduce -15.8% 47,463 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.32% Add +1.5% 36,251 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -67.8% 35,053 $1.2M
Meridian Wealth Advisors, LLC 0.17% No change 31,037 $1.1M
Tyche Wealth Partners LLC 0.15% Reduce -5.8% 20,744 $724K
Freedom Investment Management, Inc. 0.05% Add +9.5% 19,030 $664K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -8.1% 18,723 $653K
Sanctuary Advisors, LLC 0.00% New 18,676 $651K
Kestra Advisory Services, LLC 0.00% Add +9.1% 16,458 $574K
Private Advisor Group, LLC 0.00% Reduce -0.8% 16,335 $570K
Ade, LLC 0.28% No change 15,308 $534K
Legacy Trust 0.12% No change 13,660 $476K
MML Investors Services, LLC 0.00% Reduce -84.6% 13,219 $461K
Susquehanna International Group, LLP 0.00% New 12,558 $438K
Moneco Advisors, LLC 0.04% Reduce -16.4% 12,487 $436K
Advisor Resource Council 0.21% Reduce -35.0% 12,141 $423K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.9% 12,132 $423K
J.W. Cole Advisors, Inc. 0.01% No change 11,982 $418K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.2% 11,765 $410K
Waddell & Associates, LLC 0.04% No change 11,366 $396K
Strategic Financial Partners, Ltd. 0.17% Add +3.5% 10,441 $364K
Independent Financial Group, LLC 0.01% Add +61.5% 9,538 $333K
Wealth Enhancement Advisory Services, LLC 0.00% No change 9,460 $330K
Mascagni Wealth Management, Inc. 0.25% Reduce -6.0% 8,454 $295K
&partners 0.00% Reduce -8.2% 8,399 $293K
Capital Investment Advisory Services, LLC 0.02% Add +69883.3% 8,398 $293K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -25.7% 7,604 $265K
Old Mission Capital LLC 0.01% New 7,321 $255K
Stratos Wealth Partners, LTD. 0.00% No change 6,401 $223K
Financial Advocates Investment Management 0.02% No change 6,175 $215K
Janney Montgomery Scott LLC 0.00% No change 6,134 $214K
Sigma Planning Corp 0.01% New 5,897 $206K
Cyndeo Wealth Partners, LLC 0.01% New 5,856 $204K
Harbour Investments, Inc. 0.00% Reduce -13.9% 3,680 $128K
Steward Partners Investment Advisory, LLC 0.00% No change 3,049 $106K
TD Private Client Wealth LLC 0.00% New 3,000 $105K
Private Trust Co. NA 0.01% No change 1,883 $66K
Northwestern Mutual Wealth Management Co. 0.00% Add +34.6% 1,865 $65K
Assetmark, Inc. 0.00% Add +94.6% 1,806 $63K
FMR LLC 0.00% Add +1.5% 1,445 $50K
Bank of Montreal 0.00% No change 1,366 $48K
Ameriflex Group, Inc. 0.02% Reduce -47.4% 1,111 $39K
EverSource Wealth Advisors, LLC 0.00% No change 1,028 $36K
Comerica Bank 0.00% No change 900 $31K
Register Financial Advisors LLC 0.01% No change 868 $30K
WealthShield Partners, LLC 0.00% No change 748 $26K
IFP Advisors, Inc 0.00% No change 386 $13K
Ameritas Advisory Services, LLC 0.00% New 336 $12K
Qube Research & Technologies Ltd 0.00% Add +51.8% 293 $10K
Cwm, LLC 0.00% No change 192 $7K
AE Wealth Management LLC 0.00% New 60 $2K
Russell Investments Group, Ltd. 0.00% No change 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.