Who owns Pacer Trendpilot US Mid Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PTMC from SEC Form 13F filings across 90 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 90 institutions disclosed 6.7M shares of Pacer Trendpilot US Mid Cap ETF worth $256.4M — about 67% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
90
13F holders
$256.4M
value, 2026 filers
67%
of shares outstanding (6.7M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PTMC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 948,993 | $39.7M | 0.0% | 9.5% | -5.4% |
| 2 | MORGAN STANLEY | 930,207 | $38.9M | 0.0% | 9.3% | -5.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 751,139 | $31.4M | 0.0% | 7.5% | -9.4% |
| 4 | Cetera Investment Advisers | 410,475 | $17.2M | 0.0% | 4.1% | -2.2% |
| 5 | LPL Financial LLC | 387,601 | $16.2M | 0.0% | 3.9% | -0.3% |
| 6 | Pacer Advisors, Inc. | 300,102 | $12,553 | 0.0% | 3% | +0.6% |
| 7 | INVENIO WEALTH PARTNERS LLC | 270,633 | $11.3M | 4.1% | 2.7% | +0.3% |
| 8 | NewEdge Advisors, LLC | 260,944 | $10.9M | 0.0% | 2.6% | +100.8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 249,085 | $10.4M | 0.0% | 2.5% | +9.1% |
| 10 | MBL Wealth, LLC | 225,795 | $9.4M | 0.6% | 2.3% | +0.4% |
| 11 | Cambridge Investment Research Advisors, Inc. | 217,785 | $9,110 | 0.0% | 2.2% | -4.1% |
| 12 | LEVEL FOUR ADVISORY SERVICES, LLC | 194,954 | $8.2M | 0.2% | 2% | +1.7% |
| 13 | Rockefeller Capital Management L.P. | 141,570 | $5.9M | 0.0% | 1.4% | -8.6% |
| 14 | Bullock Wealth Management GroupNEW | 134,933 | $5.6M | 2.4% | 1.3% | new |
| 15 | ROYAL BANK OF CANADA | 111,912 | $4.7M | 0.0% | 1.1% | -33.2% |
| 16 | STIFEL FINANCIAL CORP | 98,987 | $4.1M | 0.0% | 1% | +0.8% |
| 17 | ODonnell Financial Services, LLC | 78,766 | $3.3M | 1.0% | 0.8% | -7.2% |
| 18 | Geneos Wealth Management Inc. | 69,573 | $2.9M | 0.1% | 0.7% | -0.9% |
| 19 | UBS Group AG | 65,097 | $2.7M | 0.0% | 0.7% | -6.5% |
| 20 | Sanctuary Advisors, LLC | 56,455 | $2.4M | 0.0% | 0.6% | +0.3% |
| 21 | WBI INVESTMENTS, LLC | 49,089 | $2.1M | 0.5% | 0.5% | -8.7% |
| 22 | OSAIC HOLDINGS, INC. | 48,082 | $2.0M | 0.0% | 0.5% | +10.9% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 47,513 | $2.0M | 0.0% | 0.5% | +0.5% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 42,235 | $1.8M | 0.0% | 0.4% | -4.5% |
| 25 | Empirical Finance, LLC | 38,106 | $1.6M | 0.1% | 0.4% | -21.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.