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Disclosery

PTMC PACER FDS TR

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TRENDP US MID CP (fund)

82 managers (86 13F filers) reported a position in PTMC shares at 2026-03-31, 7,030,115 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
82
13F filers
86
New
13
Added
24
Reduced
36
Sold out
6
Shares held by filers
7,030,115

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,003,581$36.7M0.01%-4,01213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY987,554$36.1M<0.01%-64,33413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/829,453$30.3M<0.01%-26,70113F-HRTimelineGroup
Cetera Investment Advisers419,672$15.3M0.02%-24,43013F-HRTimeline
LPL Financial LLC388,607$14.2M<0.01%-47,08713F-HRTimeline
Pacer Advisors, Inc.298,342$10.9M0.03%-1,11013F-HR/ATimeline
INVENIO WEALTH PARTNERS LLC269,758$9.87M3.92%-12,52413F-HRTimeline
NewEdge Advisors, LLC263,828$9.65M0.03%+11,20313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228,402$8.35M<0.01%-4,24513F-HRTimelineGroup
Cambridge Investment Research Advisors,…227,087$8.3M0.02%-2,49113F-HRTimeline
MBL Wealth, LLC224,935$8.23M0.62%+9,09313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…191,713$7.01M0.23%-91713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA167,570$6.13M<0.01%+15,00613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…154,870$5.66M0.01%-18,05213F-HRTimelineGroup
Bullock Wealth Management Group132,939$4.9M2.46%-6,33813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,247$3.59M<0.01%+2,06613F-HRTimelineGroup
ODonnell Financial Services, LLC84,890$3.1M1.07%-2,67913F-HRTimeline
Geneos Wealth Management Inc.70,215$2.57M0.06%+90213F-HRTimeline
UBS Group AGin group UBS Group AG69,624$2.55M<0.01%-30,79313F-HRTimelineGroup
Sanctuary Advisors, LLC56,280$2.06M0.01%+6,11413F-HRTimeline
Empirical Finance, LLC48,411$1.77M0.08%-240,43113F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,122$1.76M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,289$1.73M<0.01%-15,49513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,245$1.62M<0.01%+3,35513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,359$1.59M<0.01%-5,19613F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.35,464$1.3M0.26%-1,15413F-HRTimeline
Maridea Wealth Management LLC32,043$1.17M0.17%-14,86313F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding31,814$1.16M+15,909Timeline
Meridian Wealth Advisors, LLC31,037$1.14M0.15%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,602$1.01M-251Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,424$783K<0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC20,246$740K0.11%+2713F-HRTimeline
Bryn Mawr Trust Advisors, LLC19,738$722K0.04%+3,49313F-HRTimeline
B. Riley Wealth Advisors, Inc.16,541$588K0.04%-1,70613F-HRTimeline
Private Advisor Group, LLC15,965$584K<0.01%+9713F-HRTimeline
Legacy Trust15,285$559K0.11%+1,62513F-HRTimeline
ADE, LLC13,406$490K0.24%-1,25213F-HRTimeline
Capital Investment Advisory Services, L…13,384$489K0.04%+5,36813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,334$488K<0.01%new13F-HRTimelineGroup
J2 Capital Management Inc13,224$484K0.33%-98,12813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,054$477K0.01%013F-HRTimelineGroup
Retirement Planning Group, LLC12,224$447K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,167$445K<0.01%-3,25213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,670$427K<0.01%-9,97713F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,652$426K0.01%+17613F-HR/ATimeline
WADDELL & ASSOCIATES, LLC11,570$423K0.02%+20413F-HRTimeline
FOCUSED ALPHA, LLC10,751$393K0.12%-1,14513F-HRTimeline
Strategic Financial Partners, Ltd.10,331$378K0.16%-4413F-HRTimeline
&PARTNERS9,917$363K<0.01%-19913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,431$345K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC9,086$332K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC9,059$331K0.03%-18013F-HRTimeline
Wealthspire Retirement, LLC7,396$270K0.02%-1,01113F-HRTimeline
IFS Group,LLC7,296$267K0.24%13F-HRTimeline
Mascagni Wealth Management, Inc.6,610$242K0.17%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,514$240K<0.01%+3413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,929$217K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,914$216K<0.01%+1413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,871$215K<0.01%-113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,561$203K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,085$149K<0.01%+74013F-HRTimeline
Steward Partners Investment Advisory, L…3,049$112K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.2,470$90.3K0.05%+1,35913F-HRTimeline
Keating Financial Advisory Services, In…2,426$88.7K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,909$69.8K<0.01%+14413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,068$39.1K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,047$38.3K<0.01%+1913F-HR/ATimelineGroup
Register Financial Advisors LLC883$32.3K0.01%+1513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding752$27.5K+5Timeline
Aptus Capital Advisors, LLC589$21.5K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.517$18.9K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC513$18.7K<0.01%-9313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…500$18.3K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/394$14.4K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc386$14.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.250$9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$3.69K<0.01%-1,62513F-HRTimeline
Qube Research & Technologies Ltd97$3.55K<0.01%-1913F-HRTimeline
Lodestone Wealth Management LLC79$2.89K<0.01%-5613F-HR/ATimeline
WealthShield Partners, LLC1$37<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$18<0.01%013F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline