PACER TRENDPILOT US MID CAP (PTMC) Top Institutional Shareholders
PACER TRENDPILOT US MID CAP (PTMC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $236.92M in PTMC holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PTMC tracked by InsiderSet, reporting ownership valued at approximately $36.70M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.84M, representing an estimated gain of +11.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed PTMC value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PACER TRENDPILOT US MID CAP (PTMC).
This page ranks the largest institutional PTMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$236.92M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$36.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 1,003,581 | $36,700,940 | $40,838,421 | +$4,137,481 | +11.27% | |
| Morgan Stanley | 0.00% | 987,554 | $36,114,882 | $40,186,239 | +$4,071,357 | +11.27% | |
| Bank Of America Corp | 0.00% | 829,453 | $30,333,086 | $33,752,682 | +$3,419,596 | +11.27% | |
| Cetera Investment Advisers | 0.02% | 419,672 | $15,347,398 | $17,077,587 | +$1,730,189 | +11.27% | |
| Lpl Financial Llc | 0.00% | 388,607 | $14,211,355 | $15,813,468 | +$1,602,113 | +11.27% | |
| Pacer Advisors, Inc. | 0.03% | 298,342 | $10,910,367 | $12,140,342 | +$1,229,975 | +11.27% | |
| Invenio Wealth Partners Llc | 3.92% | 269,758 | $9,865,050 | $10,977,181 | +$1,112,131 | +11.27% | |
| Raymond James Financial Inc | 0.00% | 228,402 | $8,352,667 | $9,294,294 | +$941,627 | +11.27% | |
| Mbl Wealth, Llc | 0.62% | 224,935 | $8,225,884 | $9,153,212 | +$927,328 | +11.27% | |
| Level Four Advisory Services, Llc | 0.23% | 191,713 | $7,010,980 | $7,801,320 | +$790,340 | +11.27% | |
| Royal Bank Of Canada | 0.00% | 167,570 | $6,128,000 | $6,818,876 | +$690,876 | +11.27% | |
| Rockefeller Capital Management L.P. | 0.01% | 154,870 | $5,663,614 | $6,302,078 | +$638,464 | +11.27% | |
| Newedge Advisors, Llc | 0.23% | 129,942 | $5,026,158 | $5,287,691 | +$261,533 | +5.20% | |
| Stifel Financial Corp | 0.00% | 98,247 | $3,592,936 | $3,997,936 | +$405,000 | +11.27% | |
| Odonnell Financial Services, Llc | 1.07% | 84,890 | $3,104,427 | $3,454,403 | +$349,976 | +11.27% | |
| Geneos Wealth Management Inc. | 0.06% | 70,215 | $2,567,746 | $2,857,238 | +$289,492 | +11.27% | |
| Ubs Group Ag | 0.00% | 69,624 | $2,546,150 | $2,833,189 | +$287,039 | +11.27% | |
| Sanctuary Advisors, Llc | 0.01% | 56,280 | $2,058,175 | $2,290,185 | +$232,010 | +11.27% | |
| Wbi Investments, Llc | 0.54% | 53,748 | $1,965,564 | $2,187,151 | +$221,587 | +11.27% | |
| Empirical Finance, Llc | 0.08% | 48,411 | $1,770,390 | $1,969,974 | +$199,584 | +11.27% | |
| Susquehanna International Group, Llp | 0.00% | 48,122 | $1,759,821 | $1,958,214 | +$198,393 | +11.27% | |
| Envestnet Asset Management Inc | 0.00% | 47,289 | $1,729,361 | $1,924,317 | +$194,956 | +11.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,245 | $1,618,040 | $1,800,449 | +$182,409 | +11.27% | |
| Osaic Holdings, Inc. | 0.00% | 43,359 | $1,585,816 | $1,764,395 | +$178,579 | +11.26% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.26% | 35,464 | $1,296,908 | $1,443,126 | +$146,218 | +11.27% | |
| Maridea Wealth Management Llc | 0.17% | 32,043 | $1,171,813 | $1,303,916 | +$132,103 | +11.27% | |
| Meridian Wealth Advisors, Llc | 0.15% | 31,037 | $1,135,023 | $1,262,979 | +$127,956 | +11.27% | |
| Citadel Advisors Llc | 0.00% | 21,424 | $783,476 | $871,800 | +$88,324 | +11.27% | |
| Tyche Wealth Partners Llc | 0.11% | 20,246 | $740,392 | $823,864 | +$83,472 | +11.27% | |
| Bryn Mawr Trust Advisors, Llc | 0.04% | 19,738 | $721,826 | $803,193 | +$81,367 | +11.27% | |
| Kestra Advisory Services, Llc | 0.00% | 18,587 | $679,709 | $756,355 | +$76,646 | +11.28% | |
| B. Riley Wealth Advisors, Inc. | 0.04% | 16,541 | $588,036 | $673,098 | +$85,062 | +14.47% | |
| Private Advisor Group, Llc | 0.00% | 15,965 | $583,840 | $649,659 | +$65,819 | +11.27% | |
| Tcfg Investment Advisors, Llc | 0.22% | 15,907 | $581,719 | $647,299 | +$65,580 | +11.27% | |
| Tcfg Wealth Management, Llc | 0.22% | 15,907 | $581,719 | $647,299 | +$65,580 | +11.27% | |
| Legacy Trust | 0.11% | 15,285 | $558,972 | $621,988 | +$63,016 | +11.27% | |
| Ade, Llc | 0.24% | 13,406 | $490,256 | $545,526 | +$55,270 | +11.27% | |
| Capital Investment Advisory Services, Llc | 0.04% | 13,384 | $489,453 | $544,631 | +$55,178 | +11.27% | |
| Jane Street Group, Llc | 0.00% | 13,334 | $487,624 | $542,596 | +$54,972 | +11.27% | |
| J2 Capital Management Inc | 0.33% | 13,224 | $483,602 | $538,120 | +$54,518 | +11.27% | |
| Concurrent Investment Advisors, Llc | 0.01% | 13,054 | $477,385 | $531,203 | +$53,818 | +11.27% | |
| Retirement Planning Group, Llc | 0.01% | 12,224 | $447,032 | $497,428 | +$50,396 | +11.27% | |
| Mml Investors Services, Llc | 0.00% | 12,167 | $444,931 | $495,108 | +$50,177 | +11.28% | |
| Ameriprise Financial Inc | 0.00% | 11,670 | $426,772 | $474,884 | +$48,112 | +11.27% | |
| Waddell & Associates, Llc | 0.02% | 11,570 | $423,131 | $470,815 | +$47,684 | +11.27% | |
| Focused Alpha, Llc | 0.12% | 10,751 | $393,164 | $437,487 | +$44,323 | +11.27% | |
| Strategic Financial Partners, Ltd. | 0.16% | 10,331 | $377,837 | $420,396 | +$42,559 | +11.26% | |
| &Partners | 0.00% | 9,917 | $362,657 | $403,550 | +$40,893 | +11.28% | |
| Goldman Sachs Group Inc | 0.00% | 9,431 | $344,892 | $383,773 | +$38,881 | +11.27% | |
| Geowealth Management, Llc | 0.01% | 9,086 | $332,238 | $369,734 | +$37,496 | +11.29% |
Frequently asked questions about PTMC
Who owns the most PTMC stock?
The largest holders of PTMC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER TRENDPILOT US MID CAP (PTMC).
Is PTMC widely held by superinvestors?
Many widely followed stocks like PTMC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTMC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.