Pacer Trendpilot US Mid CapPTMCETF

13F holders, Q4 2025 (December 31)
77holders
7new positions
9sold out
$35.84avg. 13F price*

At the end of Q4 2025, 77 institutions reported holding Pacer Trendpilot US Mid Cap (PTMC) in their 13F filings, unchanged from Q3 2025. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($37.5M), Wells Fargo & Company ($35.9M) and Bank of America Corp. ($30.5M).

Company
Pacer Trendpilot US Mid Cap
Filed as
PACER FDS TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$1.2M
Exits9$4.8M

All 13F filers, Q3 2025 → Q4 2025: 343,229 shares bought and 529,506 shares sold, net −186,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Reduce -1.6% 1,051,888 $37.5M
Wells Fargo & Company 0.01% Reduce -5.4% 1,007,593 $35.9M
Bank of America Corp. 0.00% Reduce -4.2% 856,154 $30.5M
Cetera Investment Advisers 0.02% Add +2.7% 444,102 $15.8M
LPL Financial LLC 0.00% Reduce -18.9% 435,694 $15.5M
Empirical Finance, LLC 0.55% Add +496.6% 288,842 $11.5M
Pacer Advisors, Inc. 0.03% Reduce -8.1% 299,452 $10.7M
Invenio Wealth Partners LLC 3.74% Reduce -3.4% 282,282 $10.1M
NewEdge Advisors, LLC 0.03% Add +1.0% 252,625 $9.0M
Raymond James Financial Inc. 0.00% Reduce -8.8% 232,647 $8.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.3% 229,578 $8.2M
MBL Wealth, LLC 0.62% Add +1.5% 215,842 $7.7M
Level Four Advisory Services, LLC 0.22% Reduce -2.4% 192,630 $6.9M
Rockefeller Capital Management L.P. 0.01% Reduce -8.5% 172,922 $6.2M
Royal Bank of Canada 0.00% Add +5.9% 152,564 $5.4M
Bullock Wealth Management Group 2.43% — 139,277 $5.0M
J2 Capital Management Inc 2.90% Add +2.5% 111,352 $4.0M
UBS Group AG 0.00% Reduce -0.9% 100,417 $3.6M
Stifel Financial Corp. 0.00% Add +0.7% 96,181 $3.4M
ODonnell Financial Services, LLC 1.07% Reduce -10.6% 87,569 $3.1M
Wbi Investments, LLC 0.69% Reduce -10.9% 73,842 $2.6M
Geneos Wealth Management Inc. 0.06% Add +3.5% 69,313 $2.5M
Envestnet Asset Management Inc. 0.00% Add +34.1% 62,784 $2.2M
Sanctuary Advisors, LLC 0.01% Add +3.1% 50,166 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -22.3% 48,555 $1.7M
Maridea Wealth Management LLC 0.25% Reduce -0.3% 46,906 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -5.5% 40,890 $1.5M
Whitaker-Myers Wealth Managers, LTD. 0.27% Reduce -6.2% 36,618 $1.3M
Meridian Wealth Advisors, LLC 0.15% No change 31,037 $1.1M
Ameriprise Financial Inc. 0.00% Reduce -61.9% 21,647 $772K
Tyche Wealth Partners LLC 0.11% Reduce -1.9% 20,219 $721K
B. Riley Wealth Advisors, Inc. 0.03% No change 18,247 $651K
Bryn Mawr Trust Advisors, LLC 0.03% Add +173.2% 16,245 $579K
TCFG Wealth Management, LLC 0.22% Add +10.5% 15,905 $567K
Private Advisor Group, LLC 0.00% Reduce -0.0% 15,868 $566K
Kestra Advisory Services, LLC 0.00% Add +1.6% 15,642 $558K
MML Investors Services, LLC 0.00% Add +27.7% 15,419 $550K
Summit Financial, LLC 0.01% New 14,899 $541K
Ade, LLC 0.25% Reduce -4.3% 14,658 $523K
Legacy Trust 0.09% No change 13,660 $487K
Concurrent Investment Advisors, LLC 0.01% Add +13.2% 13,054 $466K
Kestra Private Wealth Services, LLC 0.01% Add +1.0% 12,211 $436K
Focused Alpha, LLC 0.12% — 11,896 $424K
Independent Financial Group, LLC 0.01% Add +20.8% 11,476 $409K
Waddell & Associates, LLC 0.03% No change 11,366 $405K
J.W. Cole Advisors, Inc. 0.01% Reduce -6.3% 11,223 $400K
Strategic Financial Partners, Ltd. 0.16% Reduce -0.3% 10,375 $370K
&partners 0.00% Reduce -29.7% 10,116 $361K
Moneco Advisors, LLC 0.03% Reduce -12.6% 9,239 $330K
Wealthspire Retirement, LLC 0.02% New 8,407 $300K
Capital Investment Advisory Services, LLC 0.02% Add +14.3% 8,016 $286K
Janney Montgomery Scott LLC 0.00% Add +26.1% 7,664 $273K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -30.8% 6,480 $241K
Mascagni Wealth Management, Inc. 0.18% Reduce -21.8% 6,610 $236K
Stratos Wealth Partners, LTD. 0.00% Reduce -7.8% 5,900 $210K
Bank of New York Mellon Corp 0.00% New 5,872 $209K
Cyndeo Wealth Partners, LLC 0.01% No change 5,712 $204K
Harbour Investments, Inc. 0.00% Reduce -8.0% 3,345 $119K
Steward Partners Investment Advisory, LLC 0.00% No change 3,048 $109K
Assetmark, Inc. 0.00% Reduce -38.3% 1,765 $63K
International Assets Investment Management, LLC 0.00% New 1,725 $62K
Ameriflex Group, Inc. 0.02% Reduce -50.0% 1,111 $40K
Ancora Advisors LLC 0.00% No change 1,068 $38K
EverSource Wealth Advisors, LLC 0.00% No change 1,028 $37K
Register Financial Advisors LLC 0.01% No change 868 $31K
Ascentis Wealth Management, LLC 0.01% No change 747 $27K
FMR LLC 0.00% Reduce -49.4% 606 $22K
Flagship Harbor Advisors, LLC 0.00% New 556 $20K
BankPlus Trust Department 0.00% New 521 $19K
Comerica Bank 0.00% Reduce -44.4% 500 $18K
Bank of Montreal 0.00% Reduce -71.2% 394 $14K
IFP Advisors, Inc 0.00% No change 386 $14K
Hazlett, Burt & Watson, Inc. 0.00% No change 250 $9K
Lodestone Wealth Management LLC 0.00% New 135 $5K
Qube Research & Technologies Ltd 0.00% No change 116 $4K
WealthShield Partners, LLC 0.00% No change 1 $36
Russell Investments Group, Ltd. 0.00% No change 1 $18

"% 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.