SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H865

Pacer Fds Tr has 56 institutional holders in Filings Flow’s 13F database, together reporting 4.76M shares worth $125M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Copley Financial Group, Inc., and Marks Group Wealth Management, Inc.

Institutional Holders
56
Q1 2026
Reported Value
$125M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 2Q2 ’19Q3 ’19: 2Q3 ’19Q2 ’21: 7Q2 ’21Q4 ’21: 7Q4 ’21Q4 ’22: 15Q4 ’22Q4 ’25: 49Q4 ’25Q1 ’26: 56Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q2 ’21: $8MQ2 ’21Q4 ’21: $6MQ4 ’21Q4 ’22: $15MQ4 ’22Q4 ’25: $89MQ4 ’25Q1 ’26: $125MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Copley Financial Group, Inc.$166M AUM7.16%$12M444.8KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM3.13%$7M278.0KQ1 2026OLDER
American Alpha Advisors, LLC$188M AUM2.91%$5M205.1KQ1 2026OLDER
Smart Portfolios, LLC$100M AUM1.03%$1M38.8KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.94%$10M364.6KQ1 2026OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM0.74%$3M106.7KQ2 2026
Fearless Solutions, LLC dba Best Invest$166M AUM0.73%$1M45.4KQ1 2026OLDER
Heck Capital Advisors, LLC$1.3B AUM0.55%$7M277.5KQ1 2026OLDER
Sankala Group LLC$122M AUM0.39%$472,48918.0KQ1 2026OLDER
Fortis Advisors, LLC$200M AUM0.18%$334,73713.7KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.17%$4M165.4KQ1 2026OLDER
Insight Advisors, LLC/ PA$525M AUM0.16%$1M43.9KQ4 2025OLDER
Capasso Planning Partners LLC$185M AUM0.14%$233,6709.6KQ3 2025OLDER
BlueChip Wealth Advisors LLC$228M AUM0.12%$285,15711.7KQ4 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.07%$2M67.3KQ1 2026OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.05%$206,0267.7KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.04%$872,18932.7KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.03%$486,70919.9KQ2 2026
Copia Wealth Management$146M AUM0.03%$46,8061.8KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.03%$778,65938.1KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.02%$2M80.3KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M56.0KQ1 2026OLDER
Onyx Bridge Wealth Group LLC$930M AUM0.02%$205,3127.7KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.02%$917,23534.4KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$2M94.1KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$26,5221.0KQ2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$5M203.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M229.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M54.0KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$349,52214.3KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.01%$21M789.4KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$97,7463.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M67.4KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M75.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$174,7516.6KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$6,919260Q2 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$1M46.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M353.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$355,27213.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M45.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M44.2KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$30,0611.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$929,85034.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$80,1703.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M118.9KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$36,0051.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$83,6763.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,994825Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M93.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$375,28014.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$19,122717Q1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$11,388427Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$291,35911.9KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M49.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$442,99918.2KQ4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$4,001150Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$14,749553Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$41,6271.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3,437129Q2 2026

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