PTMC Institutional Ownership & Shareholders
PACER TRENDPILOT US MID CAP (PTMC) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $261.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PTMC tracked by InsiderSet, reporting ownership valued at approximately $39.70M in its June 30, 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 $37.71M, representing an estimated loss of -5.00% 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
84
Total Reported Value
$261.24M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$39.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 948,993 | $39,696,351 | $37,712,982 | -$1,983,369 | -5.00% | |
| Morgan Stanley | 0.00% | 930,207 | $38,910,607 | $36,966,426 | -$1,944,181 | -5.00% | |
| Bank Of America Corp | 0.00% | 751,139 | $31,420,156 | $29,850,264 | -$1,569,892 | -5.00% | |
| Cetera Investment Advisers | 0.02% | 410,475 | $17,170,158 | $16,312,277 | -$857,882 | -5.00% | |
| Lpl Financial Llc | 0.00% | 387,601 | $16,213,357 | $15,403,264 | -$810,093 | -5.00% | |
| Pacer Advisors, Inc. | 0.03% | 300,102 | $12,553,000 | $11,926,053 | -$626,947 | -4.99% | |
| Newedge Advisors, Llc | 0.03% | 260,944 | $10,915,276 | $10,369,915 | -$545,361 | -5.00% | |
| Invenio Wealth Partners Llc | 3.77% | 269,620 | $10,544,819 | $10,714,699 | +$169,880 | +1.61% | |
| Raymond James Financial Inc | 0.00% | 249,085 | $10,419,211 | $9,898,638 | -$520,573 | -5.00% | |
| Mbl Wealth, Llc | 0.55% | 234,076 | $9,154,725 | $9,302,180 | +$147,455 | +1.61% | |
| Level Four Advisory Services, Llc | 0.23% | 194,954 | $8,154,967 | $7,747,472 | -$407,495 | -5.00% | |
| Rockefeller Capital Management L.P. | 0.01% | 141,570 | $5,921,908 | $5,625,992 | -$295,916 | -5.00% | |
| Royal Bank Of Canada | 0.00% | 111,912 | $4,681,000 | $4,447,383 | -$233,617 | -4.99% | |
| Stifel Financial Corp | 0.00% | 98,987 | $4,140,676 | $3,933,743 | -$206,933 | -5.00% | |
| Odonnell Financial Services, Llc | 0.97% | 78,766 | $3,294,782 | $3,130,161 | -$164,621 | -5.00% | |
| Geneos Wealth Management Inc. | 0.06% | 69,573 | $2,910,242 | $2,764,831 | -$145,411 | -5.00% | |
| Ubs Group Ag | 0.00% | 65,097 | $2,723,007 | $2,586,955 | -$136,052 | -5.00% | |
| Sanctuary Advisors, Llc | 0.01% | 56,455 | $2,361,531 | $2,243,522 | -$118,009 | -5.00% | |
| Wbi Investments, Llc | 0.51% | 49,089 | $2,053,376 | $1,950,797 | -$102,579 | -5.00% | |
| Osaic Holdings, Inc. | 0.00% | 48,082 | $2,011,451 | $1,910,779 | -$100,672 | -5.00% | |
| Envestnet Asset Management Inc | 0.00% | 47,513 | $1,987,472 | $1,888,167 | -$99,305 | -5.00% | |
| Empirical Finance, Llc | 0.07% | 38,106 | $1,593,974 | $1,514,332 | -$79,642 | -5.00% | |
| Maridea Wealth Management Llc | 0.15% | 31,902 | $1,334,461 | $1,267,785 | -$66,676 | -5.00% | |
| Meridian Wealth Advisors, Llc | 0.15% | 31,037 | $1,298,278 | $1,233,410 | -$64,868 | -5.00% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.21% | 33,146 | $1,296,359 | $1,317,222 | +$20,863 | +1.61% | |
| Citadel Advisors Llc | 0.00% | 30,218 | $1,264,019 | $1,200,863 | -$63,156 | -5.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 32,162 | $1,257,870 | $1,278,118 | +$20,248 | +1.61% | |
| Tyche Wealth Partners Llc | 0.12% | 20,246 | $846,886 | $804,576 | -$42,310 | -5.00% | |
| Bryn Mawr Trust Advisors, Llc | 0.04% | 19,702 | $824,118 | $782,957 | -$41,161 | -4.99% | |
| Kestra Advisory Services, Llc | 0.00% | 20,696 | $809,411 | $822,459 | +$13,048 | +1.61% | |
| Private Advisor Group, Llc | 0.00% | 15,401 | $644,226 | $612,036 | -$32,190 | -5.00% | |
| Legacy Trust | 0.11% | 15,285 | $639,372 | $607,426 | -$31,946 | -5.00% | |
| Mml Investors Services, Llc | 0.00% | 14,691 | $614,536 | $583,820 | -$30,716 | -5.00% | |
| B. Riley Wealth Advisors, Inc. | 0.02% | 15,479 | $605,383 | $615,135 | +$9,752 | +1.61% | |
| Tcfg Wealth Management, Llc | 0.22% | 15,907 | $581,719 | $632,144 | +$50,425 | +8.67% | |
| Capital Investment Advisory Services, Llc | 0.03% | 13,784 | $539,092 | $547,776 | +$8,684 | +1.61% | |
| Unique Wealth, Llc | 0.06% | 13,504 | $528,141 | $536,649 | +$8,508 | +1.61% | |
| Ade, Llc | 0.20% | 12,803 | $500,721 | $508,791 | +$8,070 | +1.61% | |
| Waddell & Associates, Llc | 0.02% | 11,570 | $483,991 | $459,792 | -$24,199 | -5.00% | |
| Strategic Financial Partners, Ltd. | 0.17% | 10,536 | $440,757 | $418,701 | -$22,056 | -5.00% | |
| Retirement Planning Group, Llc | 0.01% | 11,213 | $438,540 | $445,605 | +$7,065 | +1.61% | |
| &Partners | 0.00% | 9,868 | $412,769 | $392,154 | -$20,615 | -4.99% | |
| Geowealth Management, Llc | 0.01% | 9,777 | $408,960 | $388,538 | -$20,422 | -4.99% | |
| J.W. Cole Advisors, Inc. | 0.01% | 9,450 | $395,284 | $375,543 | -$19,741 | -4.99% | |
| J2 Capital Management Inc | 0.24% | 9,827 | $384,341 | $390,525 | +$6,184 | +1.61% | |
| Ameriprise Financial Inc | 0.00% | 9,035 | $377,934 | $359,051 | -$18,883 | -5.00% | |
| Flow Traders U.S. Llc | 0.01% | 8,732 | $365,000 | $347,010 | -$17,990 | -4.93% | |
| Independent Financial Group, Llc | 0.01% | 9,246 | $361,611 | $367,436 | +$5,825 | +1.61% | |
| Moneco Advisors, Llc | 0.02% | 8,343 | $348,987 | $331,551 | -$17,436 | -5.00% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,673 | $339,201 | $344,665 | +$5,464 | +1.61% |
Frequently asked questions about PTMC
Who are the largest institutional holders of PTMC?
The largest institutional holders of PTMC reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Morgan Stanley, Bank Of America Corp, Cetera Investment Advisers, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PTMC position.
What is PTMC institutional ownership?
This page tracks PTMC positions reported by institutional investment managers through SEC Form 13F. PACER TRENDPILOT US MID CAP (PTMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PTMC?
InsiderSet currently tracks 84 institutional managers reporting PTMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PTMC shareholders.
How much PTMC stock do institutions own?
Institutional investment managers disclosed approximately $261.24M in PTMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PTMC institutional ownership last updated?
The latest PTMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PTMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PTMC position after the reporting date.
Are institutions buying or selling PTMC?
Institutional buying and selling can be analyzed by comparing PTMC positions across consecutive 13F reporting periods. InsiderSet's PTMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PTMC ownership changes.
How has PTMC institutional ownership changed over time?
InsiderSet tracks PTMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.