PTMC institutional holders

Pacer Trendpilot US Mid Cap ETF · 91 reporting institutions · $258.8M reported value

Funds that can replace PTMC · PTMC return decomposition

Institutional holdings

Institutions reporting PTMC, largest first
InstitutionReported positionAdvisors at firmReport period
Wells Fargo & Company/mn$39.7M02026-06-30
Morgan Stanley$38.9M23,1852026-06-30
Bank of America Corp /de$31.4M02026-06-30
Cetera Investment Advisers$17.2M10,3702026-06-30
Lpl Financial LLC$16.2M23,4582026-06-30
Invenio Wealth Partners, LLC$11.3M22026-06-30
Newedge Advisors$10.9M6012026-06-30
Raymond James Financial Inc$10.4M02026-06-30
Mbl Advisors$9.4M102026-06-30
Level Four Advisory Services$8.2M1412026-06-30
Rockefeller Capital Management LP$5.9M3462026-06-30
Bullock Wealth Management Group$5.6M92026-06-30
Royal Bank of Canada$4.7M02026-06-30
Stifel Financial Corp$4.1M02026-06-30
O'Donnell Financial Services, LLC$3.3M62026-06-30
Geneos Wealth Management, Inc.$2.9M1932026-06-30
UBS Group AG$2.7M02026-06-30
Sanctuary Advisors, LLC$2.4M4012026-06-30
Wbi Investments, LLC$2.1M32026-06-30
Osaic Holdings, Inc.$2M02026-06-30
Envestnet Pmc$2M602026-06-30
Millington Securities, LLC$2M02026-03-31
Commonwealth Equity Services, LLC$1.8M2,8632026-06-30
Empirical Finance, LLC$1.6M02026-06-30
Whitaker-Myers Wealth Managers, Ltd.$1.4M162026-06-30
Maridea Wealth Management$1.3M382026-06-30
Meridian Wealth Advisors, LLC$1.3M92026-06-30
Citadel Advisors LLC$1.3M02026-06-30
Astra Wealth Management Group$846.9K142026-06-30
Bryn Mawr Trust Advisors, LLC$824.1K552026-06-30
Kestra Advisory Services, LLC$817.3K1,4792026-06-30
B. Riley Wealth Advisors, Inc.$666.6K1702026-06-30
Private Advisor Group, LLC$644.2K9272026-06-30
Legacy Trust$639.4K02026-06-30
MML Investors Services, LLC$614.5K5,1202026-06-30
Tcfg Wealth Management, LLC$581.7K02026-03-31
Capital Investment Advisory Services, LLC$573K1032026-06-30
Unique Wealth, LLC$564.9K142026-06-30
Ade, LLC$535.5K62026-06-30
Retirement Planning Group, LLC$511.3K02026-06-30
Concurrent Investment Advisors, LLC$488.4K3492026-06-30
Waddell & Associates, LLC$484K02026-06-30
Strategic Financial Partners, Ltd.$440.8K52026-06-30
Focused Alpha, LLC$439.7K62026-06-30
&partners$412.8K5552026-06-30
Independent Financial Group, LLC$412.3K4812026-06-30
Geowealth Management, LLC$409K02026-06-30
J2 Capital Management Inc$405.5K22026-06-30
J.W. Cole Advisors, Inc.$395.3K4992026-06-30
Gimbal Financial$389.9K62026-06-30
Ameriprise Financial Inc$377.9K02026-06-30
Moneco Advisors, LLC$349K502026-06-30
Wealth Enhancement Advisory Services, LLC$347.9K1,0262026-06-30
Wealthspire Retirement, LLC$313.4K1462026-06-30
Susquehanna International Group, LLP$287.2K02026-06-30
Kestra Private Wealth Services, LLC$282.6K2062026-06-30
Tcfg Investment Advisors, LLC$279.3K312026-06-30
Mascagni Wealth Management, Inc.$276.5K32026-06-30
Xtx Topco Ltd$275.1K02026-06-30
Stratos Wealth Partners, Ltd.$247.4K3862026-06-30
Bank of New York Mellon Corp$245.6K02026-06-30
Focus Partners Advisor Solutions, LLC$232.6K422026-06-30
Harbour Investments, Inc.$170.9K2472026-06-30
Ameriflex Group, Inc.$157.7K2122026-06-30
Assetmark, Inc$133.8K2202026-06-30
Bank of Montreal /can$133.6K02026-06-30
Steward Partners Investment Advisory, LLC$127.6K4812026-06-30
Keating Financial Advisory Services, Inc.$101.5K252026-06-30
Ameritas Advisory Services, LLC$55.9K5502026-06-30
Eversource Wealth Advisors, LLC$43.8K772026-06-30
Register Financial Advisors LLC$37K02026-06-30
Ae Wealth Management LLC$33.5K4712026-06-30
Ascentis Wealth Management, LLC$31.2K82026-06-30
Aptus Capital Advisors, LLC$24.6K212026-06-30
Johnson Financial Group, Inc.$21.6K02026-06-30
Fifth Third Bancorp$20.9K02026-06-30
Fmr LLC$18.8K02026-06-30
Comerica Bank$17.8K02025-12-31
Ifp Advisors, Inc$16.1K3182026-06-30
Pacer Advisors, Inc.$12.6K212026-06-30
Cambridge Investment Research Advisors, Inc.$8.3K3,9402026-03-31
Jackson, Grant Investment Advisers, Inc.$5.1K42026-06-30
Qube Research & Technologies Ltd$4.4K02026-06-30
International Assets Investment Management, LLC$4.1K1222026-06-30
Integrated Wealth Concepts LLC$3.6K4802026-06-30
Flow Traders U.S. LLC$36502026-06-30
Janney Montgomery Scott LLC$2571,3422026-06-30
Lodestone Wealth Management LLC$8432026-06-30
Wealthshield Partners, LLC$4202026-06-30
Russell Investments Group, Ltd.$2102026-06-30
Hazlett, Burt & Watson, Inc.$10202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30