13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
PTMC

PACER TRENDPILOT US MID CAP ET

87 institutions still hold PACER TRENDPILOT US MID CAP ET as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374h204·87 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.3%
vs prior quarter
13F value held
$220M
78.0% inst. owned
of float
Holders
87
-114 QoQ
filers reporting
Activity
+27 / −42
+941 added · −826 reduced
this quarter
Concentration
16.65%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

87 institutions reported PTMC in Q1 2026. WELLS FARGO & COMPANY/MN leads at 16.7% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$37M1.0M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$36M988K0.00%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M829K0.00%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$15M420K0.02%Q1 202605
LPL Financial LLC
CIK 0001403438
$14M389K0.00%Q1 202606
Pacer Advisors, Inc.
CIK 0001616667
$11M298K0.03%Q1 202607
INVENIO WEALTH PARTNERS LLC
CIK 0001989341
$10M270K3.92%Q1 202608
NewEdge Advisors, LLC
CIK 0001633516
$10M264K0.03%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M228K0.00%Q1 202610
MBL Wealth, LLC
CIK 0001845785
$8M225K0.62%Q1 202611
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 0001696715
$7M192K0.23%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$6M168K0.00%Q1 202613
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$6M173K0.03%Q2 202514
Rockefeller Capital Management L.P.
CIK 0001739439
$6M155K0.01%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$4M98K0.00%Q1 202616
ODonnell Financial Services, LLC
CIK 0001730962
$3M85K1.07%Q1 202617
Geneos Wealth Management Inc.
CIK 0001764754
$3M70K0.06%Q1 202618
UBS Group AG
CIK 0001610520
$3M70K0.00%Q1 202619
Sanctuary Advisors, LLC
CIK 0001777271
$2M56K0.01%Q1 202620
WBI INVESTMENTS, LLC
CIK 0001397424
$2M54K0.54%Q1 2026
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