IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacer Trendpilot US Mid Cap (PTMC)

CUSIP: 69374H204 | NYSE | 251 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Invenio Wealth Partners LLC269,620
3.8% of portfolio›$10.5M
MBL Wealth, LLC234,076
0.5% of portfolio›$9.2M
Cambridge Investment Research Advisors, Inc.215,865
0.0% of portfolio›$8.4K
Bullock Wealth Management Group157,699
2.6% of portfolio›$6.2M
WBI Investments, LLC49,920
0.5% of portfolio›$2.0M
Whitaker-Myers Wealth Managers, Ltd.33,146
0.2% of portfolio›$1.3M
Commonwealth Equity Services, LLC32,162
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC20,696
0.0% of portfolio›$809.4K
Bryn Mawr Trust Advisors, LLC18,409
0.0% of portfolio›$720.0K
B. Riley Wealth Advisors, Inc.15,479
0.0% of portfolio›$605.4K
Capital Investment Advisory Services, LLC13,784
0.0% of portfolio›$539.1K
Unique Wealth, LLC13,504
0.1% of portfolio›$528.1K
ADE, LLC12,803
0.2% of portfolio›$500.7K
Retirement Planning Group, LLC11,213
0.0% of portfolio›$438.5K
Gimbal Financial10,418
0.2% of portfolio›$407.4K
J2 Capital Management Inc9,827
0.2% of portfolio›$384.3K
Independent Financial Group, LLC9,246
0.0% of portfolio›$361.6K
J.W. Cole Advisors, Inc.8,950
0.0% of portfolio›$350.0K
Concurrent Investment Advisors, LLC8,673
0.0% of portfolio›$339.2K
Moneco Advisors, LLC8,662
0.0% of portfolio›$338.8K
Wealth Enhancement Advisory Services, LLC7,358
0.0% of portfolio›$291.6K
Kestra Private Wealth Services, LLC6,757
0.0% of portfolio›$264.3K
Mascagni Wealth Management, Inc.6,601
0.2% of portfolio›$258.2K
Tcfg Investment Advisors, LLC6,122
0.1% of portfolio›$239.4K
Assetmark, Inc3,155
0.0% of portfolio›$123.4K
EverSource Wealth Advisors, LLC1,047
0.0% of portfolio›$40.9K
Latitude Advisors, LLC999
0.0% of portfolio›$39.1K
Register Financial Advisors LLC883
0.0% of portfolio›$34.6K
IFP Advisors, Inc375
0.0% of portfolio›$14.7K
Hazlett, Burt & Watson, Inc.250
0.0% of portfolio›$10
Ascentis Wealth Management, LLC116
0.0% of portfolio›$4.5K
Signature Equity Partners, LLC70
0.0% of portfolio›$2.7K
Ascentis Independent Advisors0
0.0% of portfolio›$227
StyleTurnoverLocationFiled
Invenio Wealth Partners LLC
269,620$10.5M3.8%ETFLowCoral Gables, FL2026-10-20
MBL Wealth, LLC
234,076$9.2M0.5%ETFLowCharlotte, NC2026-10-22
Cambridge Investment Research Advisors, Inc.
215,865$8.4K0.0%ETFLowFairfield, IA2026-11-02
Bullock Wealth Management Group
157,699$6.2M2.6%GrowthLowBloomington, IN2026-10-09
WBI Investments, LLC
49,920$2.0M0.5%ValueVery HighRed Bank, NJ2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
33,146$1.3M0.2%ETFMediumMansfield, OH2026-10-09
Commonwealth Equity Services, LLC
32,162$1.3M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
20,696$809.4K0.0%CoreLowAustin, TX2026-11-02
Bryn Mawr Trust Advisors, LLC
18,409$720.0K0.0%CoreLowPhiladelphia, PA2026-11-04
B. Riley Wealth Advisors, Inc.
15,479$605.4K0.0%GrowthLowMemphis, TN2026-10-13
Capital Investment Advisory Services, LLC
13,784$539.1K0.0%CoreMediumRaleigh, NC2026-10-30
Unique Wealth, LLC
13,504$528.1K0.1%ETFMediumTampa, FL2026-10-16
ADE, LLC
12,803$500.7K0.2%ETFLowBaltimore, MD2026-10-29
Retirement Planning Group, LLC
11,213$438.5K0.0%ETFVery LowLeawood, KS2026-10-19
Gimbal Financial
10,418$407.4K0.2%ETFN/ACarmel, IN2026-10-19
J2 Capital Management Inc
9,827$384.3K0.2%ETFHighTroy, MI2026-10-19
Independent Financial Group, LLC
9,246$361.6K0.0%GrowthLowSan Diego, CA2026-10-13
J.W. Cole Advisors, Inc.
8,950$350.0K0.0%IndexLowTampa, FL2026-11-05
Concurrent Investment Advisors, LLC
8,673$339.2K0.0%GrowthMediumTampa, FL2026-10-16
Moneco Advisors, LLC
8,662$338.8K0.0%ETFLowFairfield, CT2026-11-05
Wealth Enhancement Advisory Services, LLC
7,358$291.6K0.0%CoreLowPlymouth, MN2026-10-13
Kestra Private Wealth Services, LLC
6,757$264.3K0.0%GrowthLowAustin, TX2026-10-30
Mascagni Wealth Management, Inc.
6,601$258.2K0.2%ETFLowClinton, MS2026-10-23
Tcfg Investment Advisors, LLC
6,122$239.4K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Assetmark, Inc
3,155$123.4K0.0%ETFLowConcord, CA2026-10-21
EverSource Wealth Advisors, LLC
1,047$40.9K0.0%CoreMediumBirmingham, AL2026-11-04
Latitude Advisors, LLC
999$39.1K0.0%ETFLowYorkville, IL2026-10-27
Register Financial Advisors LLC
883$34.6K0.0%GARPLowAtlanta, GA2026-10-23
IFP Advisors, Inc
375$14.7K0.0%GrowthLowTampa, FL2026-10-16
Hazlett, Burt & Watson, Inc.
250$100.0%CoreVery LowWheeling, WV2026-11-04
Ascentis Wealth Management, LLC
116$4.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Signature Equity Partners, LLC
70$2.7K0.0%GrowthMediumColumbus, OH2026-10-29
Ascentis Independent Advisors
0$2270.0%ETFLowDallas, TX2026-11-03