SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H659

Pacer Fds Tr has 41 institutional holders in Filings Flow’s 13F database, together reporting 1.63M shares worth $74M as of Q1 2026. The largest reported holders are Rockefeller Capital Management L.P., Envestnet Asset Management Inc, and Lpl Financial LLC.

Institutional Holders
41
Q1 2026
Reported Value
$74M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 3Q2 ’19Q3 ’19: 3Q3 ’19Q2 ’21: 6Q2 ’21Q4 ’21: 5Q4 ’21Q4 ’22: 12Q4 ’22Q4 ’25: 41Q4 ’25Q1 ’26: 41Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q2 ’21: $2MQ2 ’21Q4 ’21: $2MQ4 ’21Q4 ’22: $23MQ4 ’22Q4 ’25: $69MQ4 ’25Q1 ’26: $74MQ1 ’26Q2 ’26: $520,703Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Centric Wealth Management$501M AUM0.61%$3M64.9KQ1 2026OLDER
Advisory Resource Group$581M AUM0.31%$2M39.4KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.27%$4M77.3KQ1 2026OLDER
BNB Wealth Management, LLC$156M AUM0.22%$347,9717.6KQ1 2026OLDER
McCartney Wealth Management LLC$119M AUM0.19%$219,8244.8KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.12%$520,68911.1KQ2 2026
Convergence Financial, LLC$943M AUM0.03%$308,2306.7KQ1 2026OLDER
Obermeyer Wealth Partners$2.2B AUM0.03%$636,93013.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.02%$14M301.7KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.02%$120,7672.6KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.02%$299,5626.9KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.02%$3M61.8KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.02%$221,4834.8KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.02%$596,60613.0KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$248,3955.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$10M211.1KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$279,0456.1KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$786,99717.2KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$124,5382.9KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$126,8972.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$5M105.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$179,8423.9KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$220,6104.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$11M246.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$10M217.4KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$32,136700Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$473,93010.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$19,441425Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M92.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$128,3232.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$370,2788.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$402,7418.8KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$42,3601.0KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$39,478863Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$36,596800Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$384,0758.4KQ1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$60,1091.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M43.6KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$10,778248Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$205,1404.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M40.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$792,30118.2KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$3,70981Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$9,709212Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$10,000256Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$21,127486Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$52212Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$140Q2 2026

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