SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H303

Pacer Fds Tr has 160 institutional holders in Filings Flow’s 13F database, together reporting 9.68M shares worth $669M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Bank Of America Corp /De/.

Institutional Holders
160
Q1 2026
Reported Value
$669M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 34Q4 ’18Q1 ’19: 41Q2 ’19: 42Q2 ’19Q3 ’19: 51Q2 ’21: 65Q2 ’21Q4 ’21: 76Q4 ’22: 75Q4 ’22Q4 ’25: 154Q1 ’26: 160Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $124MQ2 ’19: $149MQ2 ’19Q3 ’19: $157MQ2 ’21: $977MQ2 ’21Q4 ’21: $2.6BQ4 ’22: $218MQ4 ’22Q4 ’25: $727MQ1 ’26: $669MQ1 ’26Q2 ’26: $60Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MY Wealth Management Inc.$103M AUM8.83%$10M128.9KQ4 2025OLDER
Vienna Asset Management LLC$129M AUM2.82%$4M49.8KQ1 2026OLDER
Dedeker Financial LLC$115M AUM1.79%$2M28.2KQ1 2026OLDER
Gimbal Financial$167M AUM1.74%$3M37.3KQ3 2025OLDER
Aft, Forsyth & Sober, LLC$328M AUM1.26%$4M56.6KQ1 2026OLDER
ODonnell Financial Services, LLC$290M AUM1.21%$4M48.0KQ1 2026OLDER
NAPA WEALTH MANAGEMENT$213M AUM0.94%$2M26.0KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.82%$14M185.3KQ1 2026OLDER
FSA WEALTH PARTNERS, INC.$210M AUM0.61%$2M21.4KQ4 2025OLDER
Oder Investment Management, LLC$130M AUM0.56%$728,72810.0KQ1 2026OLDER
JBR Co Financial Management Inc$274M AUM0.54%$1M16.7KQ2 2026
One Capital Management, LLC$3.6B AUM0.53%$19M266.9KQ1 2026OLDER
IFS Group,LLC$112M AUM0.52%$583,4018.0KQ1 2026OLDER
FINANCIAL MANAGEMENT NETWORK INC$653M AUM0.38%$2M33.2KQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.38%$687,7949.4KQ1 2026OLDER
MBL Wealth, LLC$1.3B AUM0.36%$5M65.9KQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.34%$3M36.8KQ1 2026OLDER
Proactive Wealth Strategies LLC$532M AUM0.33%$2M23.8KQ1 2026OLDER
Gaddis Premier Wealth Advisors LLC$136M AUM0.31%$422,2795.8KQ1 2026OLDER
Camarda Financial Advisors, LLC$190M AUM0.30%$570,0367.8KQ1 2026OLDER
TCFG Investment Advisors, LLC$297M AUM0.29%$867,4799.8KQ2 2026
Geneos Wealth Management Inc.$4.3B AUM0.28%$12M165.1KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.28%$8M115.3KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.27%$720,5129.9KQ1 2026OLDER
Advisor Resource Council$309M AUM0.26%$813,44411.1KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.24%$3M42.1KQ1 2026OLDER
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM0.24%$303,6604.2KQ1 2026OLDER
Family Office Research LLC$230M AUM0.20%$464,0296.4KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.20%$233,2533.2KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.20%$366,3795.0KQ1 2026OLDER
Southland Equity Partners LLC$571M AUM0.19%$1M12.1KQ2 2026
Hegarty Advisors, LLC$127M AUM0.19%$214,8722.7KQ4 2025OLDER
Mascagni Wealth Management, Inc.$140M AUM0.18%$248,8243.4KQ1 2026OLDER
Excelsior Advisor Network LLC$263M AUM0.17%$435,9366.0KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.16%$3M47.4KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.14%$449,7986.2KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.13%$3M37.5KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.12%$3M44.6KQ2 2026
Lion Street Advisors, LLC$289M AUM0.12%$350,1136.0KQ3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.12%$234,5663.2KQ1 2026OLDER
Clarus Group, Inc.$279M AUM0.10%$278,5613.8KQ1 2026OLDER
Legacy Trust$522M AUM0.09%$487,5926.7KQ1 2026OLDER
Silver Grove Financial Group, Inc.$124M AUM0.08%$102,3021.4KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.07%$649,5078.4KQ3 2025OLDER
CFS Investment Advisory Services, LLC$1.5B AUM0.07%$936,56411.9KQ4 2025OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.07%$871,56811.9KQ1 2026OLDER
Sensible Money, LLC$329M AUM0.07%$218,8803.0KQ1 2026OLDER
SWS Partners$405M AUM0.06%$256,4623.5KQ1 2026OLDER
PFG Advisors$2.1B AUM0.06%$1M17.7KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.06%$4M51.8KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.06%$714,9179.8KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.06%$383,6945.3KQ1 2026OLDER
Tempus Wealth Planning, LLC$435M AUM0.05%$238,4823.1KQ3 2025OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.05%$67,634927Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.05%$10M136.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.05%$47M648.6KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.05%$106,3801.2KQ2 2026
STEPHENS INC /AR/$8.0B AUM0.04%$4M45.1KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.04%$5M68.0KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.04%$467,2076.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.04%$11M153.7KQ2 2026
Strategic Blueprint, LLC$1.7B AUM0.04%$691,7799.5KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.04%$443,2326.1KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.04%$1M15.5KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.03%$450,2066.2KQ1 2026OLDER
Tyche Wealth Partners LLC$648M AUM0.03%$204,1962.8KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.03%$509,3447.0KQ1 2026OLDER
Clark Asset Management, LLC$1.3B AUM0.03%$396,9754.5KQ2 2026
UNIQUE WEALTH, LLC$723M AUM0.03%$221,8713.0KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.03%$286,8793.9KQ1 2026OLDER
Midwest Capital Advisors, LLC$214M AUM0.03%$62,600858Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.03%$105M1.43MQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.03%$213,4782.8KQ3 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.03%$616,6608.5KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.03%$679,0059.3KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$891,59712.2KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$637M AUM0.02%$120,1721.6KQ3 2025OLDER
Register Financial Advisors LLC$271M AUM0.02%$64,114879Q1 2026OLDER
Confluence Wealth Services, Inc.$2.6B AUM0.02%$601,4838.2KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$2M28.7KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$310,8834.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.02%$128,1531.8KQ1 2026OLDER
WNY Asset Management, LLC$967M AUM0.02%$201,7332.6KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.02%$5M69.6KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.02%$54,720750Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$61M833.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M16.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.02%$10M139.3KQ1 2026OLDER
Retirement Planning Group, LLC$3.2B AUM0.02%$571,9337.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.02%$4M51.8KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.02%$26,440362Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.02%$1M19.9KQ1 2026OLDER
Wealthspire Retirement, LLC$1.7B AUM0.02%$272,2873.7KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.02%$293,7174.0KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.02%$218,8803.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$10M139.8KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$911,47812.5KQ1 2026OLDER
KM Capital Management Ltd.$149M AUM0.01%$21,874254Q1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$401,4955.5KQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.01%$268,1103.4KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$3M36.5KQ1 2026OLDER
Capital Asset Advisory Services LLC$2.6B AUM0.01%$343,7334.3KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$179,8822.5KQ1 2026OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.01%$213,5542.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M14.6KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.01%$1M17.4KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.01%$221,7983.0KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$157,9582.2KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$286,6793.9KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.01%$32,978452Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$490,5106.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$7M98.1KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$756,05310.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$145,9202.0KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$478,2675.4KQ2 2026
HighTower Advisors, LLC$94.2B AUM0.01%$8M106.6KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$1M15.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$41M560.6KQ2 2026
Salomon & Ludwin, LLC$1.1B AUM0.01%$81,1591.0KQ4 2025OLDER
Independent Advisor Alliance$9.3B AUM0.01%$667,0479.1KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$102,3441.4KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$287,7403.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M32.9KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$338,4314.3KQ4 2025OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$232,3823.0KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$6M79.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$69M939.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$78M988.3KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$211,2302.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$881,98912.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1M20.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$122,6431.7KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$74,7841.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$798,61310.2KQ4 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$234,4563.0KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$55,425704Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$17M236.1KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$245,8023.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$74,7341.0KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$54,426692Q4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$278,5613.8KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M21.8KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$374,6505.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M13.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$12M160.6KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$1M20.3KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$53,109599Q2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M77.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$740,83610.2KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$304,4493.9KQ3 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$14,008192Q1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$297,7504.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$36,813505Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$297,4584.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$45,441623Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M56.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$14,592200Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$362,2455.0KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$245,0003.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$37,250507Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$286,5033.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$73,1791.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$7,09280Q2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$917,09912.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M15.3KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$23,259300Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$61,111777Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$365,7255.0KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$11,394156Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$350,9384.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$4,23258Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,10114Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$38,669530Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$43,776600Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$247,7333.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$279,2383.8KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3945Q4 2025OLDER
Vanguard National Trust Co$1.6B AUM0.00%$731Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,60450Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM$00Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.