SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H683

Pacer Fds Tr has 51 institutional holders in Filings Flow’s 13F database, together reporting 4.06M shares worth $128M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Lpl Financial LLC, and Cetera Investment Advisers.

Institutional Holders
51
Q1 2026
Reported Value
$128M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 7Q2 ’19Q3 ’19: 15Q3 ’19Q2 ’21: 29Q2 ’21Q4 ’21: 31Q4 ’21Q4 ’22: 43Q4 ’22Q4 ’25: 49Q4 ’25Q1 ’26: 51Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $27MQ2 ’19Q3 ’19: $41MQ3 ’19Q2 ’21: $433MQ2 ’21Q4 ’21: $481MQ4 ’21Q4 ’22: $69MQ4 ’22Q4 ’25: $111MQ4 ’25Q1 ’26: $128MQ1 ’26Q2 ’26: $12MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Axiom Financial Strategies, LLC$284M AUM2.75%$7M207.8KQ4 2025OLDER
NAPA WEALTH MANAGEMENT$213M AUM1.18%$3M82.6KQ3 2025OLDER
MBL Wealth, LLC$1.3B AUM0.62%$8M252.6KQ1 2026OLDER
Henderson Brothers Financial Partners, LLC$395M AUM0.60%$2M72.5KQ1 2026OLDER
SPC Financial, Inc.$1.3B AUM0.46%$6M191.7KQ3 2025OLDER
ADE, LLC$209M AUM0.33%$680,01520.9KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.30%$6M193.1KQ1 2026OLDER
Whitaker-Myers Wealth Managers, LTD.$599M AUM0.23%$1M37.3KQ2 2026
J2 Capital Management Inc$146M AUM0.22%$324,22410.0KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.15%$6M199.2KQ1 2026OLDER
Legacy Trust$522M AUM0.09%$473,16614.6KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.06%$953,58429.3KQ1 2026OLDER
UNIQUE WEALTH, LLC$723M AUM0.06%$402,46812.4KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.05%$697,09421.4KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.03%$3M95.1KQ1 2026OLDER
Wealthspire Retirement, LLC$1.7B AUM0.03%$505,39415.5KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.03%$301,5589.3KQ1 2026OLDER
Clark Asset Management, LLC$1.3B AUM0.03%$332,0109.1KQ2 2026
Jacobi Capital Management LLC$1.8B AUM0.02%$402,50012.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.02%$41,8531.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$14M425.5KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$366,22211.3KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.01%$918,33728.2KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$154,6984.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M96.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$23M697.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M119.1KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$220,1927.0KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$17M532.8KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.00%$16,920538Q4 2025OLDER
Deane Retirement Strategies, Inc.$236M AUM0.00%$10,268337Q3 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$204,5516.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$322,5019.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$505,39315.5KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$525,40016.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$602,80418.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$617,51519.0KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M46.6KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$31,218942Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$246,5027.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$10M293.6KQ2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M51.1KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$77,2352.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M131.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$34,5691.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$40,5851.2KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$14,634450Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M36.5KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$23,479722Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$595,80018.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$760,58724.2KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$724,57623.8KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$213,3646.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$6,569202Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$50,2471.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1,91861Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$481Q1 2026OLDER

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