SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H634

Pacer Fds Tr has 52 institutional holders in Filings Flow’s 13F database, together reporting 1.18M shares worth $54M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cetera Investment Advisers, and Sl Advisors, LLC.

Institutional Holders
52
Q1 2026
Reported Value
$54M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 9Q2 ’21Q4 ’21: 8Q4 ’21Q4 ’22: 20Q4 ’22Q4 ’25: 45Q4 ’25Q1 ’26: 52Q1 ’26Q2 ’26: 7Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $7MQ2 ’21Q4 ’21: $6MQ4 ’21Q4 ’22: $16MQ4 ’22Q4 ’25: $42MQ4 ’25Q1 ’26: $54MQ1 ’26Q2 ’26: $6MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
JBR Co Financial Management Inc$274M AUM1.39%$4M83.8KQ2 2026
Code Waechter LLC$168M AUM1.38%$2M55.9KQ3 2025OLDER
Magnolia Private Wealth, LLC$150M AUM0.39%$585,02612.4KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.31%$823,66917.5KQ1 2026OLDER
TCFG Investment Advisors, LLC$297M AUM0.31%$823,66917.5KQ1 2026OLDER
Investmark Advisory Group LLC$234M AUM0.12%$288,1346.1KQ1 2026OLDER
Wealth Management Associates, Inc.$290M AUM0.12%$347,6797.4KQ1 2026OLDER
Stratos Investment Management, LLC$2.5B AUM0.11%$3M66.2KQ3 2025OLDER
Lodestone Wealth Management LLC$252M AUM0.09%$228,4514.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.09%$1M27.1KQ1 2026OLDER
Goepper Burkhardt LLC$299M AUM0.07%$206,0295.4KQ4 2025OLDER
Insight Advisors, LLC/ PA$525M AUM0.06%$338,1167.2KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.04%$1M24.6KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$3518.8KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.02%$913,23920.1KQ2 2026
Moors & Cabot, Inc.$2.3B AUM0.02%$367,5567.8KQ1 2026OLDER
United Community Bank$300M AUM0.02%$46,9901.0KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.02%$251,2105.3KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.02%$810,66417.8KQ2 2026
Cetera Investment Advisers$94.0B AUM0.01%$9M185.6KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$308,2816.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M47.3KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$486,99210.4KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$211,0794.5KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$222,3314.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$18M373.6KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$304,0726.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$126,0052.7KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$22,085470Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M40.5KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$342,6398.6KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$444,3539.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$70,2831.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$35,487780Q2 2026
Western Wealth Management, LLC$2.6B AUM0.00%$18,796400Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$483,14010.3KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$234,9505.0KQ1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$2,41153Q2 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$5,639120Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$1,33535Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M35.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$821,10517.5KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$44,903956Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M34.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$9,398200Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$724,47415.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$33,880721Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$57,2341.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M23.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$27,678589Q1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$3,05280Q4 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$2,19648Q2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$639,85216.8KQ4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$51711Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$99421Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$31,040779Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17,629375Q2 2026
FMR LLC$1.90T AUM0.00%$13,557289Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$551Q1 2026OLDER

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