PACER TRENDPILOT US MID CAP PTMC
$41.24
-0.6% 52w: $33.34 – $41.83
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data33.3437.5941.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
84
+8 QoQ
13F value
$250.2M
-4.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PTMC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $36.7M | 0.0% | -0.4% |
| MORGAN STANLEY | Bank broker | 987.6K | $36.1M | 0.0% | -6.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 829.5K | $30.3M | 0.0% | -3.1% |
| Cetera Investment Advisers | Wealth advisor | 419.7K | $15.3M | 0.0% | -5.5% |
| LPL Financial LLC | Bank broker | 388.6K | $14.2M | 0.0% | -10.8% |
| Pacer Advisors, Inc. | Diversified mechanical | 298.3K | $10.9M | 0.0% | -0.4% |
| INVENIO WEALTH PARTNERS LLC | Wealth advisor | 269.8K | $9.9M | 3.9% | -4.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 263.8K | $9.6M | 0.0% | +4.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 228.4K | $8.4M | 0.0% | -1.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 227.1K | $8.3M | 0.0% | -1.1% |
| MBL Wealth, LLC | Wealth advisor | 224.9K | $8.2M | 0.6% | +4.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 191.7K | $7.0M | 0.2% | -0.5% |
| ROYAL BANK OF CANADA | Bank broker | 167.6K | $6.1M | 0.0% | +9.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 154.9K | $5.7M | 0.0% | -10.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 98.2K | $3.6M | 0.0% | +2.1% |
| ODonnell Financial Services, LLC | Wealth advisor | 84.9K | $3.1M | 1.1% | -3.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 70.2K | $2.6M | 0.1% | +1.3% |
| UBS Group AG | Bank broker | 69.6K | $2.5M | 0.0% | -30.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 56.3K | $2.1M | 0.0% | +12.2% |
| WBI INVESTMENTS, LLC | Quant stat arb | 53.7K | $2.0M | 0.5% | -27.2% |
| Empirical Finance, LLC | Other | 48.4K | $1.8M | 0.1% | -83.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 48.1K | $1.8M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 47.3K | $1.7M | 0.0% | -24.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 44.2K | $1.6M | 0.0% | +8.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 43.4K | $1.6M | 0.0% | -10.7% |
| Whitaker-Myers Wealth Managers, LTD. | Wealth advisor | 35.5K | $1.3M | 0.3% | -3.2% |
| Maridea Wealth Management LLC | Wealth advisor | 32.0K | $1.2M | 0.2% | -31.7% |
| Meridian Wealth Advisors, LLC | Other | 31.0K | $1.1M | 0.2% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 21.4K | $783K | 0.0% | New |
| Tyche Wealth Partners LLC | Other | 20.2K | $740K | 0.1% | +0.1% |
| Bryn Mawr Trust Advisors, LLC | Other | 19.7K | $722K | 0.0% | +21.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.6K | $680K | 0.0% | +18.8% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 16.5K | $588K | 0.0% | -9.3% |
| Private Advisor Group, LLC | Wealth advisor | 16.0K | $584K | 0.0% | +0.6% |
| TCFG Investment Advisors, LLC | Wealth advisor | 15.9K | $582K | 0.2% | — |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 15.9K | $582K | 0.2% | 0.0% |
| Legacy Trust | Other | 15.3K | $559K | 0.1% | +11.9% |
| ADE, LLC | Wealth advisor | 13.4K | $490K | 0.2% | -8.5% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 13.4K | $489K | 0.0% | +67.0% |
| JANE STREET GROUP, LLC | Market maker | 13.3K | $488K | 0.0% | New |
| J2 Capital Management Inc | Wealth advisor | 13.2K | $484K | 0.3% | -88.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 13.1K | $477K | 0.0% | Held |
| Retirement Planning Group, LLC | Wealth advisor | 12.2K | $447K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 12.2K | $445K | 0.0% | -21.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 11.7K | $427K | 0.0% | -46.1% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 11.7K | $426K | 0.0% | +1.5% |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 11.6K | $423K | 0.0% | +1.8% |
| FOCUSED ALPHA, LLC | Wealth advisor | 10.8K | $393K | 0.1% | -9.6% |
| Strategic Financial Partners, Ltd. | Wealth advisor | 10.3K | $378K | 0.2% | -0.4% |
| &PARTNERS | Diversified mechanical | 9.9K | $363K | 0.0% | -2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.