SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H816

Pacer Fds Tr has 74 institutional holders in Filings Flow’s 13F database, together reporting 3.23M shares worth $156M as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Financial Enhancement Group LLC, and Lunt Capital Management, Inc..

Institutional Holders
74
Q1 2026
Reported Value
$156M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 14Q2 ’21Q4 ’21: 34Q4 ’21Q4 ’22: 49Q4 ’22Q4 ’25: 72Q4 ’25Q1 ’26: 74Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $31MQ2 ’21Q4 ’21: $94MQ4 ’21Q4 ’22: $177MQ4 ’22Q4 ’25: $159MQ4 ’25Q1 ’26: $156MQ1 ’26Q2 ’26: $15MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lunt Capital Management, Inc.$260M AUM5.32%$14M267.6KQ1 2026OLDER
Centric Wealth Management$501M AUM2.05%$10M189.5KQ1 2026OLDER
Financial Enhancement Group LLC$839M AUM1.68%$14M236.3KQ2 2026
ENZI WEALTH$288M AUM1.11%$3M61.5KQ1 2026OLDER
Ergawealth Advisors, Inc.$226M AUM0.88%$2M38.5KQ1 2026OLDER
Burt Wealth Advisors$407M AUM0.56%$2M44.0KQ3 2025OLDER
Financial Designs Corp$180M AUM0.36%$644,17112.3KQ4 2025OLDER
Alpha Financial Partners LLC$169M AUM0.33%$556,00110.7KQ1 2026OLDER
LANDMARK WEALTH MANAGEMENT, INC.$265M AUM0.29%$762,07314.7KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.28%$1M22.1KQ1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.27%$1M18.8KQ2 2026
Geneos Wealth Management Inc.$4.3B AUM0.27%$12M222.6KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.25%$6M110.6KQ1 2026OLDER
Clarus Group, Inc.$279M AUM0.20%$553,64210.7KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.19%$686,76713.3KQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.17%$4M83.6KQ1 2026OLDER
Chicago Wealth Management, Inc.$251M AUM0.16%$397,8917.7KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.16%$191,4423.2KQ2 2026
Atria Investments, Inc$8.9B AUM0.08%$7M132.9KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.04%$266,1385.1KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.04%$307,7515.9KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.04%$694,15013.4KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.03%$910,88617.6KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.03%$402,8227.8KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.03%$2M35.7KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.03%$43,210834Q1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.02%$618,71511.9KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.02%$278,8935.4KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.02%$504,6819.7KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.02%$348,9776.7KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.02%$490,50410.2KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$324,9476.3KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$2M43.4KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$934,34518.0KQ3 2025OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.01%$207,2404.0KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.01%$303,1925.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$153,4153.0KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$979,81618.9KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$1M24.9KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$325,6266.3KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.01%$48,698940Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$504,1029.7KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$11M205.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M76.4KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M23.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M73.7KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$553,64210.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$17M328.8KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$6,343122Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M30.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$355,8076.8KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$124,3962.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$9M164.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M25.6KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$277,8575.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M41.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M22.1KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$1,50229Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$68,4931.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M48.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M113.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$107,8172.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$365,3127.1KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.00%$1,29425Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M49.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M37.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M44.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M35.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$404,7397.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$11,959231Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$12,852248Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$19,058368Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$89317Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$20,050387Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$446,3388.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$98,0002.0KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$25,905500Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$4148Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$40,469781Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4,02277Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$521Q1 2026OLDER

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