Pacer Trendpilot US Mid CapPTMCETF

13F holders, Q1 2026 (March 31)
86holders +9
13new positions
6sold out
1famous investor
$36.57avg. 13F price*

At the end of Q1 2026, 86 institutions reported holding Pacer Trendpilot US Mid Cap (PTMC) in their 13F filings, up 9 from Q4 2025. 13 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($36.7M), Morgan Stanley ($36.1M) and Bank of America Corp. ($30.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer Trendpilot US Mid Cap
Filed as
PACER FDS TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$4.7M
Exits6$1.5M

All 13F filers, Q4 2025 → Q1 2026: 193,150 shares bought and 705,405 shares sold, net −512,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Wells Fargo & Company 0.01% Reduce -0.4% 1,003,581 $36.7M
Morgan Stanley 0.00% Reduce -6.1% 987,554 $36.1M
Bank of America Corp. 0.00% Reduce -3.1% 829,453 $30.3M
Cetera Investment Advisers 0.02% Reduce -5.5% 419,672 $15.3M
LPL Financial LLC 0.00% Reduce -10.8% 388,607 $14.2M
Pacer Advisors, Inc. 0.03% Reduce -0.4% 298,342 $10.9M
Invenio Wealth Partners LLC 3.92% Reduce -4.4% 269,758 $9.9M
NewEdge Advisors, LLC 0.03% Add +4.4% 263,828 $9.6M
Raymond James Financial Inc. 0.00% Reduce -1.8% 228,402 $8.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.1% 227,087 $8.3M
MBL Wealth, LLC 0.62% Add +4.2% 224,935 $8.2M
Level Four Advisory Services, LLC 0.23% Reduce -0.5% 191,713 $7.0M
Royal Bank of Canada 0.00% Add +9.8% 167,570 $6.1M
Rockefeller Capital Management L.P. 0.01% Reduce -10.4% 154,870 $5.7M
Bullock Wealth Management Group 2.46% Reduce -4.5% 132,939 $4.9M
Stifel Financial Corp. 0.00% Add +2.1% 98,247 $3.6M
ODonnell Financial Services, LLC 1.07% Reduce -3.1% 84,890 $3.1M
Geneos Wealth Management Inc. 0.06% Add +1.3% 70,215 $2.6M
UBS Group AG 0.00% Reduce -30.7% 69,624 $2.5M
Sanctuary Advisors, LLC 0.01% Add +12.2% 56,280 $2.1M
Wbi Investments, LLC 0.54% Reduce -27.2% 53,748 $2.0M
Millington Securities, LLC 0.54% — 53,748 $2.0M
Empirical Finance, LLC 0.08% Reduce -83.2% 48,411 $1.8M
Susquehanna International Group, LLP 0.00% New 48,122 $1.8M
Envestnet Asset Management Inc. 0.00% Reduce -24.7% 47,289 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +8.2% 44,245 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -10.7% 43,359 $1.6M
Whitaker-Myers Wealth Managers, LTD. 0.26% Reduce -3.1% 35,464 $1.3M
Maridea Wealth Management LLC 0.17% Reduce -31.7% 32,043 $1.2M
Meridian Wealth Advisors, LLC 0.15% No change 31,037 $1.1M
Citadel Advisors 0.00% New 21,424 $783K
Tyche Wealth Partners LLC 0.11% Add +0.1% 20,246 $740K
Bryn Mawr Trust Advisors, LLC 0.04% Add +21.5% 19,738 $722K
Kestra Advisory Services, LLC 0.00% Add +18.8% 18,587 $680K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -9.3% 16,541 $588K
Private Advisor Group, LLC 0.00% Add +0.6% 15,965 $584K
TCFG Wealth Management, LLC 0.22% Add +0.0% 15,907 $582K
TCFG Investment Advisors, LLC 0.22% — 15,907 $582K
Legacy Trust 0.11% Add +11.9% 15,285 $559K
Ade, LLC 0.23% Reduce -8.5% 13,406 $490K
Capital Investment Advisory Services, LLC 0.04% Add +67.0% 13,384 $489K
Jane Street Group, LLC 0.00% New 13,334 $488K
J2 Capital Management Inc 0.33% Reduce -88.1% 13,224 $484K
Concurrent Investment Advisors, LLC 0.01% No change 13,054 $477K
Retirement Planning Group, LLC 0.01% New 12,224 $447K
MML Investors Services, LLC 0.00% Reduce -21.1% 12,167 $445K
Ameriprise Financial Inc. 0.00% Reduce -46.1% 11,670 $427K
Independent Financial Group, LLC 0.01% Add +1.5% 11,652 $426K
Waddell & Associates, LLC 0.02% Add +1.8% 11,570 $423K
Focused Alpha, LLC 0.12% Reduce -9.6% 10,751 $393K
Strategic Financial Partners, Ltd. 0.16% Reduce -0.4% 10,331 $378K
&partners 0.00% Reduce -2.0% 9,917 $363K
Goldman Sachs Group Inc. 0.00% New 9,431 $345K
GeoWealth Management, LLC 0.01% New 9,086 $332K
Moneco Advisors, LLC 0.03% Reduce -1.9% 9,059 $331K
Kestra Private Wealth Services, LLC 0.00% Reduce -26.2% 9,015 $330K
Wealthspire Retirement, LLC 0.02% Reduce -12.0% 7,396 $270K
IFS Group,LLC 0.24% — 7,296 $267K
Mascagni Wealth Management, Inc. 0.17% No change 6,610 $242K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.5% 6,514 $240K
Keybank National Association 0.00% New 5,929 $217K
Stratos Wealth Partners, LTD. 0.00% Add +0.2% 5,914 $216K
Bank of New York Mellon Corp 0.00% Reduce -0.0% 5,871 $215K
Focus Partners Advisor Solutions, LLC 0.00% New 5,561 $203K
Harbour Investments, Inc. 0.00% Add +22.1% 4,085 $149K
Steward Partners Investment Advisory, LLC 0.00% Add +0.0% 3,049 $112K
Ameriflex Group, Inc. 0.05% Add +122.3% 2,470 $90K
Keating Financial Advisory Services, Inc. 0.01% New 2,426 $89K
Assetmark, Inc. 0.00% Add +8.2% 1,909 $70K
Ancora Advisors LLC 0.00% No change 1,068 $39K
EverSource Wealth Advisors, LLC 0.00% Add +1.9% 1,047 $38K
Register Financial Advisors LLC 0.01% Add +1.7% 883 $32K
Ascentis Wealth Management, LLC 0.01% No change 747 $27K
Aptus Capital Advisors, LLC 0.00% New 589 $22K
Johnson Financial Group, Inc. 0.00% New 517 $19K
FMR LLC 0.00% Reduce -15.3% 513 $19K
Fifth Third Bancorp 0.00% New 500 $18K
Bank of Montreal 0.00% No change 394 $14K
IFP Advisors, Inc 0.00% No change 386 $14K
Hazlett, Burt & Watson, Inc. 0.00% No change 250 $9K
International Assets Investment Management, LLC 0.00% Reduce -94.2% 100 $4K
Qube Research & Technologies Ltd 0.00% Reduce -16.4% 97 $4K
Lodestone Wealth Management LLC 0.00% Reduce -41.5% 79 $3K
Ascentis Independent Advisors 0.00% New 5 $219
WealthShield Partners, LLC 0.00% No change 1 $37
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.