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Disclosery

PTMC PACER FDS TR

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TRENDP US MID CP (fund)

74 managers (75 13F filers) reported a position in PTMC shares at 2025-03-31, 7,983,009 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
74
13F filers
75
New
11
Added
31
Reduced
22
Sold out
7
Shares held by filers
7,983,009

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,066,844$36.9M<0.01%-4,69213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,025,588$35.5M<0.01%+79,33613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN997,046$34.5M0.01%+47,41013F-HRTimelineGroup
LPL Financial LLC550,422$19M0.01%+4,58713F-HRTimeline
ODonnell Financial Services, LLC432,246$15M6.17%-81,91213F-HRTimeline
Cetera Investment Advisers378,574$13.1M0.03%+1,06213F-HRTimeline
Pacer Advisors, Inc.306,954$10.6M0.03%+8,84013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC269,133$9.31M<0.01%+15,86013F-HRTimelineGroup
Cambridge Investment Research Advisors,…267,608$9.26M0.03%+2,34613F-HRTimeline
MBL Wealth, LLC239,070$8.27M0.84%+7,30813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…192,900$6.67M0.27%+6,10813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…188,126$6.51M0.02%-25613F-HRTimelineGroup
UBS Group AGin group UBS Group AG169,536$5.87M<0.01%+5,44813F-HRTimelineGroup
Bullock Wealth Management Group148,948$5.15M2.88%+8,48413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.135,471$4.69M0.03%+8,05213F-HRTimeline
NewEdge Advisors, LLC132,268$4.58M0.03%-3,01313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,218$4.4M<0.01%+58613F-HR/ATimelineGroup
Geneos Wealth Management Inc.119,586$4.14M0.06%+73,12813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC108,706$3.76M<0.01%-29,57313F-HRTimelineGroup
J2 Capital Management Inc102,673$3.55M3.27%+41,33313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC94,424$3.27M0.86%-104,87013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,111$3.15M<0.01%+7,71613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC85,611$2.96M0.01%+4,58313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,676$2.93M<0.01%+6,20113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC82,259$2.85M<0.01%-3,64913F-HRTimelineGroup
Maridea Wealth Management LLC56,352$1.95M0.64%-10,66413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,288$1.95M<0.01%+1,32113F-HRTimelineGroup
Empirical Finance, LLC48,411$1.68M0.1%-3,19913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.35,705$1.24M0.35%-64413F-HRTimeline
DAVENPORT & Co LLC31,670$1.1M0.01%new13F-HRTimeline
Meridian Wealth Advisors, LLC31,037$1.07M0.18%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding28,263$978K+1,056Timeline
Tyche Wealth Partners LLC22,024$762K0.16%+1213F-HRTimeline
B. Riley Wealth Advisors, Inc.20,370$705K0.02%new13F-HRTimeline
Gimbal Financial18,845$652K0.59%+13,32713F-HRTimeline
Advisor Resource Council18,678$646K0.05%-6,70413F-HRTimeline
Freedom Investment Management, Inc.17,376$601K0.05%+2,58613F-HRTimeline
Private Advisor Group, LLC16,463$570K<0.01%+45313F-HRTimeline
ADE, LLC15,308$530K0.31%+3613F-HRTimeline
MONECO ADVISORS, LLC14,938$517K0.05%+14013F-HR/ATimeline
Legacy Trust13,660$473K0.11%013F-HRTimeline
J.W. COLE ADVISORS, INC.11,982$415K0.01%+1,68513F-HRTimeline
Forefront Wealth Partners, LLC11,962$414K0.28%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,793$408K0.01%-23313F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC11,366$393K0.05%+9613F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,233$354K0.01%-1,48713F-HRTimelineGroup
Strategic Financial Partners, Ltd.10,091$349K0.18%-5013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,460$327K<0.01%-1,00013F-HRTimeline
&PARTNERS9,149$316K<0.01%-3,69313F-HRTimeline
Mascagni Wealth Management, Inc.8,998$311K0.31%013F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,401$221K<0.01%-26913F-HRTimelineGroup
Financial Advocates Investment Manageme…6,175$214K0.02%+9013F-HRTimeline
Janney Montgomery Scott LLC6,134$212K<0.01%-1,01613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,904$204K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,272$148K<0.01%-40013F-HRTimeline
Steward Partners Investment Advisory, L…3,049$106K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,111$73K0.03%-44313F-HRTimeline
PRIVATE TRUST CO NA1,883$65.2K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,424$49.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,386$48K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,366$47.3K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,028$35.6K<0.01%+913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC928$32.1K<0.01%new13F-HRTimelineGroup
COMERICA BANK900$31.1K<0.01%013F-HRTimeline
Register Financial Advisors LLC868$30K0.02%new13F-HRTimeline
WealthShield Partners, LLC748$25.9K<0.01%-47413F-HRTimeline
IFP Advisors, Inc386$13.4K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.228$7.89K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC192$7K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd193$6.68K<0.01%-10413F-HRTimeline
Capital Investment Advisory Services, L…12$415<0.01%new13F-HRTimeline
ORG Partners LLC0$295<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$17<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.