SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H386

Pacer Fds Tr has 95 institutional holders in Filings Flow’s 13F database, together reporting 3.98M shares worth $233M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Northwestern Mutual Wealth Management Co, and Raymond James Financial Inc.

Institutional Holders
95
Q1 2026
Reported Value
$233M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 3Q4 ’22Q4 ’25: 89Q4 ’25Q1 ’26: 95Q1 ’26Q2 ’26: 7Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $739,004Q4 ’22Q4 ’25: $200MQ4 ’25Q1 ’26: $233MQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Synergy Investment Management, LLC$306M AUM1.13%$3M55.7KQ1 2026OLDER
Colonial River Investments, LLC$279M AUM0.80%$2M36.1KQ1 2026OLDER
CLG LLC$403M AUM0.50%$2M31.1KQ4 2025OLDER
Rubicon Advisors, GP$115M AUM0.44%$507,8088.2KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.41%$4M62.3KQ1 2026OLDER
OxenFree Capital LLC$218M AUM0.39%$856,7398.9KQ2 2026
Fearless Solutions, LLC dba Best Invest$166M AUM0.30%$494,8088.0KQ1 2026OLDER
WealthBridge Capital Management, LLC$434M AUM0.29%$1M20.5KQ1 2026OLDER
WILLNER & HELLER, LLC$160M AUM0.22%$300,4954.7KQ4 2025OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.17%$2M17.3KQ2 2026
Stratos Wealth Advisors, LLC$1.6B AUM0.15%$2M38.8KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.14%$4M61.3KQ2 2026
Independent Advisor Alliance$9.3B AUM0.14%$13M211.0KQ1 2026OLDER
Sandbox Financial Partners, LLC$356M AUM0.13%$456,8467.3KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.11%$6M99.9KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.09%$3M42.7KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.08%$3M55.5KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.07%$163,1962.5KQ4 2025OLDER
TrueWealth Advisors, LLC$444M AUM0.05%$227,6982.1KQ2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.05%$3M47.8KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.04%$346,4565.6KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.04%$2M35.4KQ4 2025OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.04%$506,1368.1KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.04%$69,7091.1KQ1 2026OLDER
Everest Financial Group LLC$607M AUM0.04%$217,1553.5KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.03%$3M48.4KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.03%$419,8716.7KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.03%$594,5969.6KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.03%$539,5248.7KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$545,6868.8KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.02%$369,7065.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.02%$63M1.02MQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$335,9315.2KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.02%$26M420.9KQ1 2026OLDER
PFG Advisors$2.1B AUM0.02%$390,1435.8KQ3 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$1M21.0KQ4 2025OLDER
Nova Wealth Management, Inc.$154M AUM0.02%$23,091371Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$14M222.4KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$862,27613.9KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.01%$330,5165.3KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M69.0KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$419,7476.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$8M123.7KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$2M29.0KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.01%$223,6913.6KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$306,4334.8KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M29.1KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$708,92111.4KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$224,7223.5KQ4 2025OLDER
Chung Wu Investment Group, LLC$116M AUM0.01%$9,336150Q1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$323,4655.2KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$425,0996.8KQ1 2026OLDER
Sankala Group LLC$122M AUM0.01%$8,246135Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M20.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M24.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$12M195.4KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.01%$12,883207Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$52,666787Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M24.4KQ2 2026
TRUIST FINANCIAL CORP$74.2B AUM0.01%$4M59.8KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$641,43310.0KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$314,1255.0KQ1 2026OLDER
MMA ASSET MANAGEMENT LLC$284M AUM0.00%$13,518202Q3 2025OLDER
Safe Harbor Fiduciary, LLC$105M AUM0.00%$5,06179Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$14M229.8KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$607,4179.5KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$461,7807.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M41.6KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$6,224100Q1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$257,1994.0KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$151,6942.4KQ4 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$210,4343.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$117,8831.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M39.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$8M135.0KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$31,755500Q1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$4,23368Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$881,84713.7KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.00%$2,67643Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$294,3334.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$884,02813.8KQ4 2025OLDER
HOEY INVESTMENTS, INC$693M AUM0.00%$8,341134Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$13,379215Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$30,436489Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$61,742992Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$28,009450Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$12,067190Q1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$4,91779Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$106,6001.7KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$321,5345.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$66,8151.0KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$8,517137Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M22.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M22.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$808,00013.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M26.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$33,859544Q1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$93415Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$10,892175Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1,28120Q4 2025OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$3856Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$339,0705.3KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,86730Q2 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$12,136195Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$34,263512Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$38,436600Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$87114Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$5,41287Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2494Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$12,448200Q1 2026OLDER

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