PTMC Institutional Ownership
Pacer Trendpilot US Mid Cap ETF
1W: +0.6%
1M: -1.9%
3M: -3.7%
YTD: +10.1%
1Y: +11.2%
3Y: +31.3%
5Y: +16.4%
$39.88
+0.42 (+1.06%)
Weekly Expected Move ±1.5%
$39
$39
$40
$40
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PTMC
95
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
278M
Total Invested
11
New Positions
23
Increased
39
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (101 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 948,993 | 38M | -54,588 | -5.4% | 45Q | SEC ↗ |
| 2 | MORGAN STANLEY | 930,207 | 37M | -57,347 | -5.8% | 45Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 751,139 | 30M | -78,314 | -9.4% | 15Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 410,475 | 16M | -9,197 | -2.2% | 18Q | SEC ↗ |
| 5 | LPL Financial LLC | 387,601 | 15M | -1,006 | -0.3% | 45Q | SEC ↗ |
| 6 | Pacer Advisors, Inc. | 300,102 | 12M | +1,760 | +0.6% | 20Q | SEC ↗ |
| 7 | INVENIO WEALTH PARTNERS LLC | 270,633 | 11M | +875 | +0.3% | 5Q | SEC ↗ |
| 8 | NewEdge Advisors, LLC | 260,944 | 10M | -2,884 | -1.1% | 34Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 249,085 | 10M | +20,683 | +9.1% | 7Q | SEC ↗ |
| 10 | MBL Wealth, LLC | 225,795 | 9M | +860 | +0.4% | 18Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 217,785 | 9M | -9,302 | -4.1% | 35Q | SEC ↗ |
| 12 | LEVEL FOUR ADVISORY SERVICES, LLC | 194,954 | 8M | +3,241 | +1.7% | 30Q | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 141,570 | 6M | -13,300 | -8.6% | 10Q | SEC ↗ |
| 14 | Bullock Wealth Management Group | 134,933 | 5M | +1,994 | +1.5% | 3Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 111,912 | 4M | -55,658 | -33.2% | 45Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 98,987 | 4M | +740 | +0.8% | 35Q | SEC ↗ |
| 17 | ODonnell Financial Services, LLC | 78,766 | 3M | -6,124 | -7.2% | 11Q | SEC ↗ |
| 18 | Geneos Wealth Management Inc. | 69,573 | 3M | -642 | -0.9% | 30Q | SEC ↗ |
| 19 | UBS Group AG | 65,097 | 3M | -4,527 | -6.5% | 44Q | SEC ↗ |
| 20 | Sanctuary Advisors, LLC | 56,455 | 2M | +175 | +0.3% | 5Q | SEC ↗ |
| 21 | MILLINGTON SECURITIES, LLC NEW | 53,748 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | WBI INVESTMENTS, LLC | 49,089 | 2M | -4,659 | -8.7% | 22Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 48,082 | 2M | +4,723 | +10.9% | 26Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 47,513 | 2M | +224 | +0.5% | 31Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 42,235 | 2M | -2,010 | -4.5% | 35Q | SEC ↗ |
| 26 | Empirical Finance, LLC | 38,106 | 2M | -10,305 | -21.3% | 14Q | SEC ↗ |
| 27 | Whitaker-Myers Wealth Managers, LTD. | 33,515 | 1M | -1,949 | -5.5% | 15Q | SEC ↗ |
| 28 | Maridea Wealth Management LLC | 31,902 | 1M | -141 | -0.4% | 7Q | SEC ↗ |
| 29 | Meridian Wealth Advisors, LLC | 31,037 | 1M | — | +0.0% | 30Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 30,218 | 1M | +8,794 | +41.0% | 2Q | SEC ↗ |
| 31 | Tyche Wealth Partners LLC | 20,246 | 807K | — | +0.0% | 11Q | SEC ↗ |
| 32 | Bryn Mawr Trust Advisors, LLC | 19,702 | 786K | -36 | -0.2% | 4Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 19,539 | 779K | +952 | +5.1% | 17Q | SEC ↗ |
| 34 | B. Riley Wealth Advisors, Inc. | 16,086 | 642K | -455 | -2.8% | 6Q | SEC ↗ |
| 35 | TCFG WEALTH MANAGEMENT, LLC | 15,907 | 634K | +2 | +0.0% | 3Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 15,401 | 614K | -564 | -3.5% | 45Q | SEC ↗ |
| 37 | Legacy Trust | 15,285 | 610K | — | +0.0% | 15Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC | 14,691 | 586K | +2,524 | +20.7% | 16Q | SEC ↗ |
| 39 | Capital Investment Advisory Services, | 13,699 | 546K | +315 | +2.4% | 6Q | SEC ↗ |
| 40 | UNIQUE WEALTH, LLC NEW | 13,504 | 539K | — | +0.0% | 1Q | SEC ↗ |
| 41 | ADE, LLC | 12,803 | 511K | -603 | -4.5% | 23Q | SEC ↗ |
| 42 | Retirement Planning Group, LLC | 12,224 | 487K | — | +0.0% | 2Q | SEC ↗ |
| 43 | Concurrent Investment Advisors, LLC | 11,677 | 466K | -1,377 | -10.5% | 9Q | SEC ↗ |
| 44 | WADDELL & ASSOCIATES, LLC | 11,570 | 461K | — | +0.0% | 26Q | SEC ↗ |
| 45 | Strategic Financial Partners, Ltd. | 10,536 | 420K | +205 | +2.0% | 27Q | SEC ↗ |
| 46 | FOCUSED ALPHA, LLC | 10,512 | 419K | -239 | -2.2% | 3Q | SEC ↗ |
| 47 | &PARTNERS | 9,868 | 394K | -49 | -0.5% | 7Q | SEC ↗ |
| 48 | INDEPENDENT FINANCIAL GROUP, LLC | 9,857 | 393K | -1,795 | -15.4% | 6Q | SEC ↗ |
| 49 | GeoWealth Management, LLC | 9,777 | 390K | +691 | +7.6% | 2Q | SEC ↗ |
| 50 | J2 Capital Management Inc | 9,694 | 387K | -3,530 | -26.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| MILLINGTON SECURITIES, LLC | 53,748 | 2M |
| UNIQUE WEALTH, LLC | 13,504 | 539K |
| J.W. COLE ADVISORS, INC. | 9,450 | 377K |
| Gimbal Financial | 9,322 | 372K |
| FLOW TRADERS U.S. LLC | 8,732 | 348K |
| XTX Topco Ltd | 6,576 | 262K |
| Janney Montgomery Scott LLC | 6,137 | 245K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,807 | 112K |
| Ameritas Advisory Services, LLC | 1,336 | 53K |
| AE Wealth Management LLC | 800 | 32K |
| Jackson, Grant Investment Advisers, | 122 | 5K |
| Integrated Wealth Concepts LLC | 85 | 3K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Summit Financial, LLC | 14,899 | 594K |
| JANE STREET GROUP, LLC | 13,334 | 532K |
| GOLDMAN SACHS GROUP INC | 9,431 | 376K |
| IFS Group,LLC | 7,296 | 291K |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,929 | 236K |
| Cyndeo Wealth Partners, LLC | 5,712 | 228K |
| Western Wealth Management, LLC | 2,846 | 113K |
| FLAGSHIP HARBOR ADVISORS, LLC | 556 | 22K |
| BankPlus Trust Department | 521 | 21K |
| Ascentis Independent Advisors | 5 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +20,683 | +9.1% | 249,085 |
| CITADEL ADVISORS LLC | +8,794 | +41.0% | 30,218 |
| OSAIC HOLDINGS, INC. | +4,723 | +10.9% | 48,082 |
| LEVEL FOUR ADVISORY SERVICES, LLC | +3,241 | +1.7% | 194,954 |
| BANK OF MONTREAL /CAN | +2,800 | +710.7% | 3,194 |
| MML INVESTORS SERVICES, LLC | +2,524 | +20.7% | 14,691 |
| Bullock Wealth Management Group | +1,994 | +1.5% | 134,933 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +1,973 | +30.3% | 8,487 |
| Pacer Advisors, Inc. | +1,760 | +0.6% | 300,102 |
| AMERIFLEX GROUP, INC. | +1,300 | +52.6% | 3,770 |
| ASSETMARK, INC | +1,290 | +67.6% | 3,199 |
| Kestra Advisory Services, LLC | +952 | +5.1% | 19,539 |
| INVENIO WEALTH PARTNERS LLC | +875 | +0.3% | 270,633 |
| MBL Wealth, LLC | +860 | +0.4% | 225,795 |
| STIFEL FINANCIAL CORP | +740 | +0.8% | 98,987 |
| GeoWealth Management, LLC | +691 | +7.6% | 9,777 |
| Capital Investment Advisory Service | +315 | +2.4% | 13,699 |
| ENVESTNET ASSET MANAGEMENT INC | +224 | +0.5% | 47,513 |
| Strategic Financial Partners, Ltd. | +205 | +2.0% | 10,536 |
| Sanctuary Advisors, LLC | +175 | +0.3% | 56,455 |