IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacer Trendpilot US Mid Cap (PTMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares458,112 from 387,601
Change+70,511 (+18%)
Value$17.9M (+$1.7M)
Filed 2026-11-06
Invenio Wealth Partners LLC
DECREASED
Shares269,620 from 270,633
Change-1,013 (0%)
Value$10.5M (-$775.8K)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares234,076 from 225,795
Change+8,281 (+4%)
Value$9.2M (-$290.3K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares215,865 from 217,785
Change-1,920 (-1%)
Value$8.4K (-$9.1M)
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares190,553 from 194,954
Change-4,401 (-2%)
Value$7.5M (-$702.4K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares157,699 from 134,933
Change+22,766 (+17%)
Value$6.2M (+$623.8K)
Filed 2026-10-09
WBI Investments, LLC
INCREASED
Shares49,920 from 49,089
Change+831 (+2%)
Value$2.0M (-$101.0K)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares33,146 from 33,515
Change-369 (-1%)
Value$1.3M (-$105.6K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares32,162 from 42,235
Change-10,073 (-24%)
Value$1.3M (-$508.8K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares20,696 from 19,539
Change+1,157 (+6%)
Value$809.4K (-$7.9K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares18,409 from 19,702
Change-1,293 (-7%)
Value$720.0K (-$104.1K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares15,479 from 16,086
Change-607 (-4%)
Value$605.4K (-$61.2K)
Filed 2026-10-13
Legacy Trust
UNCHANGED
Shares15,285 from 15,285
Change0 (0%)
Value$607.4K (-$31.9K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares13,784 from 13,699
Change+85 (+1%)
Value$539.1K (-$33.9K)
Filed 2026-10-30
Unique Wealth, LLC
UNCHANGED
Shares13,504 from 13,504
Change0 (0%)
Value$528.1K (-$36.7K)
Filed 2026-10-16
ADE, LLC
UNCHANGED
Shares12,803 from 12,803
Change0 (0%)
Value$500.7K (-$34.8K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares11,213 from 12,224
Change-1,011 (-8%)
Value$438.5K (-$72.8K)
Filed 2026-10-19
Gimbal Financial
INCREASED
Shares10,418 from 9,322
Change+1,096 (+12%)
Value$407.4K (+$17.5K)
Filed 2026-10-19
J2 Capital Management Inc
INCREASED
Shares9,827 from 9,694
Change+133 (+1%)
Value$384.3K (-$21.2K)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares9,246 from 9,857
Change-611 (-6%)
Value$361.6K (-$50.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares8,950 from 9,450
Change-500 (-5%)
Value$350.0K (-$45.3K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares8,673 from 11,677
Change-3,004 (-26%)
Value$339.2K (-$149.2K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares8,662 from 8,343
Change+319 (+4%)
Value$338.8K (-$10.2K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares7,358 from 8,487
Change-1,129 (-13%)
Value$291.6K (-$56.3K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED
Shares6,757 from 6,757
Change0 (0%)
Value$264.3K (-$18.4K)
Filed 2026-11-06
Mascagni Wealth Management, Inc.
DECREASED
Shares6,601 from 6,610
Change-9 (0%)
Value$258.2K (-$18.3K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares6,122 from 6,677
Change-555 (-8%)
Value$239.4K (-$39.9K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares3,155 from 3,199
Change-44 (-1%)
Value$123.4K (-$10.4K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$40.9K (-$2.8K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares999
Change+999
Value$39.1K
Filed 2026-10-27
Register Financial Advisors LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$34.6K (-$2.4K)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.6K (-$1.4K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares375 from 386
Change-11 (-3%)
Value$14.7K (-$1.5K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$10 ($0)
Filed 2026-11-04
Ascentis Wealth Management, LLC
DECREASED
Shares116 from 747
Change-631 (-84%)
Value$4.5K (-$26.7K)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares70
Change+70
Value$2.7K
Filed 2026-10-29
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$20 (-$1)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares0
Change0
Value$227
Filed 2026-11-03
Focused Alpha, LLC
CLOSED
Shares0 from 10,512
Change-10,512 (-100%)
Value$0 (-$439.7K)
Filed 2026-10-20
Bank of New York Mellon Corp
CLOSED
Shares0 from 5,872
Change-5,872 (-100%)
Value$0 (-$245.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-02
Lodestone Wealth Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$84)
Filed 2026-10-14
Wells Fargo & Company
N/A
Shares— from 948,993
Change-948,993 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 930,207
Change-930,207 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 751,139
Change-751,139 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 410,475
Change-410,475 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 300,102
Change-300,102 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 260,944
Change-260,944 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 249,085
Change-249,085 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 141,570
Change-141,570 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,912
Change-111,912 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 98,987
Change-98,987 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 78,766
Change-78,766 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 69,573
Change-69,573 (-100%)
Value—
UBS Group AG
N/A
Shares— from 65,097
Change-65,097 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 56,455
Change-56,455 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,082
Change-48,082 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 47,513
Change-47,513 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 38,106
Change-38,106 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 31,902
Change-31,902 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 31,037
Change-31,037 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,218
Change-30,218 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 20,246
Change-20,246 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,401
Change-15,401 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,691
Change-14,691 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 11,570
Change-11,570 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 10,536
Change-10,536 (-100%)
Value—
&partners
N/A
Shares— from 9,868
Change-9,868 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,866
Change-6,866 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
FMR LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 104
Change-104 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED458,112387,601+70,511+18%$16.2M$17.9M+$1.7M2026-11-06
Invenio Wealth Partners LLC
DECREASED269,620270,633-1,0130%$11.3M$10.5M-$775.8K2026-10-20
MBL Wealth, LLC
INCREASED234,076225,795+8,281+4%$9.4M$9.2M-$290.3K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED215,865217,785-1,920-1%$9.1M$8.4K-$9.1M2026-11-02
Level Four Advisory Services, LLC
DECREASED190,553194,954-4,401-2%$8.2M$7.5M-$702.4K2026-11-06
Bullock Wealth Management Group
INCREASED157,699134,933+22,766+17%$5.6M$6.2M+$623.8K2026-10-09
WBI Investments, LLC
INCREASED49,92049,089+831+2%$2.1M$2.0M-$101.0K2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
DECREASED33,14633,515-369-1%$1.4M$1.3M-$105.6K2026-10-09
Commonwealth Equity Services, LLC
DECREASED32,16242,235-10,073-24%$1.8M$1.3M-$508.8K2026-11-02
Kestra Advisory Services, LLC
INCREASED20,69619,539+1,157+6%$817.3K$809.4K-$7.9K2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED18,40919,702-1,293-7%$824.1K$720.0K-$104.1K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED15,47916,086-607-4%$666.6K$605.4K-$61.2K2026-10-13
Legacy Trust
UNCHANGED15,28515,28500%$639.4K$607.4K-$31.9K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED13,78413,699+85+1%$573.0K$539.1K-$33.9K2026-10-30
Unique Wealth, LLC
UNCHANGED13,50413,50400%$564.9K$528.1K-$36.7K2026-10-16
ADE, LLC
UNCHANGED12,80312,80300%$535.5K$500.7K-$34.8K2026-10-29
Retirement Planning Group, LLC
DECREASED11,21312,224-1,011-8%$511.3K$438.5K-$72.8K2026-10-19
Gimbal Financial
INCREASED10,4189,322+1,096+12%$389.9K$407.4K+$17.5K2026-10-19
J2 Capital Management Inc
INCREASED9,8279,694+133+1%$405.5K$384.3K-$21.2K2026-10-19
Independent Financial Group, LLC
DECREASED9,2469,857-611-6%$412.3K$361.6K-$50.7K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED8,9509,450-500-5%$395.3K$350.0K-$45.3K2026-11-05
Concurrent Investment Advisors, LLC
DECREASED8,67311,677-3,004-26%$488.4K$339.2K-$149.2K2026-10-16
Moneco Advisors, LLC
INCREASED8,6628,343+319+4%$349.0K$338.8K-$10.2K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED7,3588,487-1,129-13%$347.9K$291.6K-$56.3K2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED6,7576,75700%$282.6K$264.3K-$18.4K2026-11-06
Mascagni Wealth Management, Inc.
DECREASED6,6016,610-90%$276.5K$258.2K-$18.3K2026-10-23
Tcfg Investment Advisors, LLC
DECREASED6,1226,677-555-8%$279.3K$239.4K-$39.9K2026-10-20
Assetmark, Inc
DECREASED3,1553,199-44-1%$133.8K$123.4K-$10.4K2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED1,0471,04700%$43.8K$40.9K-$2.8K2026-11-04
Latitude Advisors, LLC
NEW999—+999——$39.1K—2026-10-27
Register Financial Advisors LLC
UNCHANGED88388300%$37.0K$34.6K-$2.4K2026-10-23
Fifth Third Bancorp
UNCHANGED50050000%$20.9K$19.6K-$1.4K2026-11-05
IFP Advisors, Inc
DECREASED375386-11-3%$16.1K$14.7K-$1.5K2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED25025000%$10$10$02026-11-04
Ascentis Wealth Management, LLC
DECREASED116747-631-84%$31.2K$4.5K-$26.7K2026-11-03
Signature Equity Partners, LLC
NEW70—+70——$2.7K—2026-10-29
Russell Investments Group, Ltd.
UNCHANGED1100%$21$20-$12026-11-06
Ascentis Independent Advisors
NEW0—0——$227—2026-11-03
Focused Alpha, LLC
CLOSED010,512-10,512-100%$439.7K$0-$439.7K2026-10-20
Bank of New York Mellon Corp
CLOSED05,872-5,872-100%$245.6K$0-$245.6K2026-11-05
International Assets Investment Management, LLC
CLOSED0100-100-100%$4.1K$0-$4.1K2026-11-02
Lodestone Wealth Management LLC
CLOSED02-2-100%$84$0-$842026-10-14
Wells Fargo & Company
N/A—948,993-948,993-100%$39.7M———
Morgan Stanley
N/A—930,207-930,207-100%$38.9M———
Bank of America Corp
N/A—751,139-751,139-100%$31.4M———
Cetera Investment Advisers
N/A—410,475-410,475-100%$17.2M———
Pacer Advisors, Inc.
N/A—300,102-300,102-100%$12.6M———
NewEdge Advisors, LLC
N/A—260,944-260,944-100%$10.9M———
Raymond James Financial Inc
N/A—249,085-249,085-100%$10.4M———
Rockefeller Capital Management L.P.
N/A—141,570-141,570-100%$5.9M———
Royal Bank of Canada
N/A—111,912-111,912-100%$4.7M———
Stifel Financial Corp
N/A—98,987-98,987-100%$4.1M———
ODonnell Financial Services, LLC
N/A—78,766-78,766-100%$3.3M———
Geneos Wealth Management Inc.
N/A—69,573-69,573-100%$2.9M———
UBS Group AG
N/A—65,097-65,097-100%$2.7M———
Sanctuary Advisors, LLC
N/A—56,455-56,455-100%$2.4M———
Osaic Holdings, Inc.
N/A—48,082-48,082-100%$2.0M———
Envestnet Asset Management Inc
N/A—47,513-47,513-100%$2.0M———
Empirical Finance, LLC
N/A—38,106-38,106-100%$1.6M———
Maridea Wealth Management LLC
N/A—31,902-31,902-100%$1.3M———
Meridian Wealth Advisors, LLC
N/A—31,037-31,037-100%$1.3M———
Citadel Advisors LLC
N/A—30,218-30,218-100%$1.3M———
Tyche Wealth Partners LLC
N/A—20,246-20,246-100%$846.9K———
Private Advisor Group, LLC
N/A—15,401-15,401-100%$644.2K———
MML Investors Services, LLC
N/A—14,691-14,691-100%$614.5K———
Waddell & Associates, LLC
N/A—11,570-11,570-100%$484.0K———
Strategic Financial Partners, Ltd.
N/A—10,536-10,536-100%$440.8K———
&partners
N/A—9,868-9,868-100%$412.8K———
GeoWealth Management, LLC
N/A—9,777-9,777-100%$409.0K———
Ameriprise Financial Inc
N/A—9,035-9,035-100%$377.9K———
Flow Traders U.S. LLC
N/A—8,732-8,732-100%$365.0K———
BFC Planning, Inc.
N/A—8,437-8,437-100%$352.9K———
Wealthspire Retirement, LLC
N/A—7,492-7,492-100%$313.4K———
Susquehanna International Group, LLP
N/A—6,866-6,866-100%$287.2K———
XTX Topco Ltd
N/A—6,576-6,576-100%$275.1K———
Janney Montgomery Scott LLC
N/A—6,137-6,137-100%$257.0K———
Stratos Wealth Partners, Ltd.
N/A—5,914-5,914-100%$247.4K———
Focus Partners Advisor Solutions, LLC
N/A—5,561-5,561-100%$232.6K———
Harbour Investments, Inc.
N/A—4,085-4,085-100%$170.9K———
Ameriflex Group, Inc.
N/A—3,770-3,770-100%$157.7K———
Bank of Montreal
N/A—3,194-3,194-100%$133.6K———
Steward Partners Investment Advisory, LLC
N/A—3,049-3,049-100%$127.6K———
Keating Financial Advisory Services, Inc.
N/A—2,426-2,426-100%$101.5K———
Ameritas Advisory Services, LLC
N/A—1,336-1,336-100%$55.9K———
Ancora Advisors LLCA
N/A—1,068-1,068-100%$44.7K———
AE Wealth Management LLC
N/A—800-800-100%$33.5K———
Aptus Capital Advisors, LLC
N/A—589-589-100%$24.6K———
Johnson Financial Group, Inc.
N/A—517-517-100%$21.6K———
FMR LLC
N/A—450-450-100%$18.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—140-140-100%$5.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—122-122-100%$5.1K———
Qube Research & Technologies Ltd
N/A—104-104-100%$4.4K———
WealthShield Partners, LLC
N/A—1-1-100%$42———
Showing 93 of 93 institutions