SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H402

Pacer Fds Tr has 25 institutional holders in Filings Flow’s 13F database, together reporting 301.4K shares worth $15M as of Q1 2026. The largest reported holders are Cwm, LLC, Lpl Financial LLC, and Harbour Investments, Inc..

Institutional Holders
25
Q1 2026
Reported Value
$15M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 2Q2 ’19: 2Q2 ’19Q3 ’19: 2Q2 ’21: 2Q2 ’21Q4 ’21: 2Q4 ’22: 6Q4 ’22Q4 ’25: 20Q1 ’26: 25Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $910,000Q4 ’18Q1 ’19: $949,000Q2 ’19: $774,000Q2 ’19Q3 ’19: $841,000Q2 ’21: $771,000Q2 ’21Q4 ’21: $533,000Q4 ’22: $2MQ4 ’22Q4 ’25: $7MQ1 ’26: $15MQ1 ’26Q2 ’26: $582,628filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
VISIONARY HORIZONS, LLC$203M AUM0.35%$703,30512.0KQ1 2026OLDER
WILLNER & HELLER, LLC$160M AUM0.22%$352,1404.6KQ2 2026
Signature Equity Partners, LLC$186M AUM0.19%$346,6385.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M23.5KQ1 2026OLDER
PFG Advisors$2.1B AUM0.02%$433,0777.6KQ3 2025OLDER
CWM, LLC$38.1B AUM0.01%$3M58.3KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$201,1623.4KQ2 2026
Garton & Associates Financial Advisors LLC$122M AUM0.00%$7,317120Q4 2025OLDER
Kozak & Associates, Inc.$576M AUM0.00%$21,744292Q2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$663,27611.3KQ1 2026OLDER
Abound Wealth Management$504M AUM0.00%$7,582100Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$808,65313.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$240,7094.1KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$14,964255Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M50.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$621,79010.6KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$11,736200Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$24,587419Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$4,74780Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$848,83414.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$957,63016.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$552,4909.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$477,4368.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$93916Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$1,19719Q1 2026OLDER

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