SEC 13F Intelligence

PACER FDS TR

CUSIP 69374H873

Pacer Fds Tr has 187 institutional holders in Filings Flow’s 13F database, together reporting 28.86M shares worth $1.2B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wells Fargo & Company/Mn.

Institutional Holders
187
Q1 2026
Reported Value
$1.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 11Q4 ’18Q1 ’19: 10Q2 ’19: 11Q2 ’19Q3 ’19: 12Q2 ’21: 16Q2 ’21Q4 ’21: 23Q4 ’22: 48Q4 ’22Q4 ’25: 163Q1 ’26: 187Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $26MQ4 ’18Q1 ’19: $16MQ2 ’19: $18MQ2 ’19Q3 ’19: $17MQ2 ’21: $13MQ2 ’21Q4 ’21: $3.5BQ4 ’22: $159MQ4 ’22Q4 ’25: $1.0BQ1 ’26: $1.2BQ1 ’26Q2 ’26: $146Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Longview Financial Advisors, Inc.$171M AUM8.03%$14M330.0KQ2 2026
Anson Capital, Inc.$146M AUM4.65%$7M160.1KQ1 2026OLDER
Fortis Advisors, LLC$200M AUM4.23%$8M198.7KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM2.91%$7M162.9KQ1 2026OLDER
American Alpha Advisors, LLC$188M AUM2.89%$5M128.3KQ1 2026OLDER
AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM1.95%$4M94.8KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM1.88%$21M498.6KQ2 2026
Commonwealth Financial Services, LLC$632M AUM1.81%$11M270.1KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM1.42%$26M614.6KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM1.39%$6M135.1KQ1 2026OLDER
Wealth Group Ltd$439M AUM1.21%$5M124.9KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.87%$1M25.2KQ2 2026
BigSur Wealth Management LLC$356M AUM0.79%$3M66.1KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.71%$1M27.3KQ1 2026OLDER
Summit Wealth Partners, LLC$632M AUM0.65%$4M97.0KQ1 2026OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM0.54%$2M49.2KQ2 2026
WealthPLAN Partners, LLC$518M AUM0.51%$3M62.5KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.46%$20M460.6KQ1 2026OLDER
Insight Advisors, LLC/ PA$525M AUM0.46%$3M79.1KQ4 2025OLDER
Pacific Wealth Strategies Group, Inc.$160M AUM0.43%$695,21016.4KQ1 2026OLDER
Gaddis Premier Wealth Advisors LLC$136M AUM0.42%$572,68513.5KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.42%$7M159.8KQ1 2026OLDER
Sankala Group LLC$122M AUM0.41%$504,88212.1KQ1 2026OLDER
OxenFree Capital LLC$218M AUM0.36%$782,96718.5KQ2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.36%$64M1.51MQ1 2026OLDER
Amplius Wealth Advisors, LLC$1.2B AUM0.35%$4M99.6KQ1 2026OLDER
Commerce Advisors, LLC$119M AUM0.34%$409,1229.6KQ1 2026OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.34%$5M126.0KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM0.33%$406,7529.6KQ1 2026OLDER
5T Wealth, LLC$253M AUM0.32%$806,32619.0KQ1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.31%$473,44911.2KQ1 2026OLDER
Vanguard Capital Wealth Advisors$108M AUM0.27%$342,9259.4KQ3 2025OLDER
Lewis Asset Management, LLC$245M AUM0.27%$667,96315.7KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.26%$754,29017.8KQ1 2026OLDER
Fearless Solutions, LLC dba Best Invest$166M AUM0.26%$425,20610.0KQ1 2026OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.23%$4M95.8KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.20%$598,40414.1KQ1 2026OLDER
WNY Asset Management, LLC$967M AUM0.20%$2M45.1KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.19%$11M256.8KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.19%$5M173.5KQ1 2026OLDER
Key FInancial Inc$562M AUM0.18%$1M23.9KQ1 2026OLDER
Capasso Planning Partners LLC$185M AUM0.17%$318,4037.5KQ1 2026OLDER
ZEGA Investments, LLC$890M AUM0.17%$1M35.3KQ1 2026OLDER
TCFG Investment Advisors, LLC$267M AUM0.17%$441,37610.4KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.17%$441,37610.4KQ1 2026OLDER
INSTRUMENTAL WEALTH, LLC$163M AUM0.16%$260,8376.1KQ1 2026OLDER
TRUE Private Wealth Advisors$1.0B AUM0.16%$2M39.4KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.16%$2M61.6KQ2 2026
Syntegra Private Wealth Group, LLC$1.1B AUM0.15%$2M38.3KQ1 2026OLDER
IVC Wealth Advisors LLC$230M AUM0.15%$352,5928.3KQ1 2026OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.14%$1M26.7KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.13%$322,6757.3KQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$754M AUM0.13%$981,38323.1KQ1 2026OLDER
BlueChip Wealth Advisors LLC$228M AUM0.12%$292,8087.6KQ4 2025OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.12%$2M53.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.11%$3M74.1KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.11%$259,2246.1KQ1 2026OLDER
Next Level Private LLC$511M AUM0.10%$502,29912.1KQ2 2026
Moors & Cabot, Inc.$2.3B AUM0.10%$2M53.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.10%$181,0544.3KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.10%$772,11118.2KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.09%$180,6264.3KQ1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.07%$238,0775.6KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.07%$2M39.3KQ1 2026OLDER
ERn Financial, LLC$532M AUM0.07%$357,3738.4KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.07%$4M99.0KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.07%$42M988.5KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM0.06%$247,0005.8KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.05%$238,8935.6KQ1 2026OLDER
BCGM Wealth Management, LLC$398M AUM0.05%$212,7375.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.05%$6M143.4KQ1 2026OLDER
FSM Wealth Advisors, LLC$778M AUM0.05%$399,4889.4KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.04%$230,1386.3KQ3 2025OLDER
BCS Wealth Management$490M AUM0.03%$332,2608.6KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.03%$15M349.7KQ1 2026OLDER
Stratos Investment Management, LLC$2.5B AUM0.03%$733,63717.3KQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.03%$265,6026.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.03%$27M643.1KQ1 2026OLDER
Onyx Bridge Wealth Group LLC$930M AUM0.03%$262,1356.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.03%$45M1.05MQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.03%$1M31.7KQ2 2026
Ascentis Independent Advisors$1.3B AUM0.02%$330,0137.8KQ1 2026OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.02%$904,22721.3KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.02%$403,7649.5KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.02%$3M90.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.02%$84M1.99MQ1 2026OLDER
World Investment Advisors$6.2B AUM0.02%$1M31.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$14M329.7KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.02%$634,27314.4KQ1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.02%$278,8447.2KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.02%$4M90.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M73.4KQ2 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.02%$78,8881.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$13M310.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.02%$96M2.26MQ2 2026
HighTower Advisors, LLC$94.2B AUM0.02%$17M393.2KQ1 2026OLDER
Copia Wealth Management$146M AUM0.02%$23,639557Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$578,81213.6KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$324,7517.7KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$4M97.3KQ2 2026
Advisory Services Network, LLC$7.5B AUM0.01%$1M25.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$5M122.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$4M86.8KQ1 2026OLDER
RVW Wealth, LLC$1.5B AUM0.01%$208,9835.0KQ2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$166M3.91MQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$22M526.5KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$833,68819.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$6M135.2KQ1 2026OLDER
Glassman Wealth Services$736M AUM0.01%$74,3971.8KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.01%$328,1047.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$31M728.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M28.6KQ1 2026OLDER
KM Capital Management Ltd.$149M AUM0.01%$13,218290Q1 2026OLDER
UBS Group AG$666.3B AUM0.01%$59M1.39MQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.01%$19,902508Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$268,1786.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$39M930.7KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$95,7282.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$111M2.87MQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$4M95.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M41.2KQ4 2025OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.01%$304,3237.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$398,9769.4KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$513,60912.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M82.4KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.01%$8,662204Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$242,9695.7KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.01%$17,061402Q1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$205,5284.8KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.01%$276,1406.1KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$332,8577.8KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$18,037425Q1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$221,7075.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$927,78121.9KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$135,8063.5KQ4 2025OLDER
Summit Financial, LLC$7.8B AUM0.00%$355,1178.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M394.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M104.2KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$248,6765.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$42,4401.0KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.00%$10,186240Q1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$264,3146.2KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$618,31314.6KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$38,836915Q1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$318,6847.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M63.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M35.3KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$35,094843Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$250,1215.8KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$431,44810.2KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$7,003165Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$10M231.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$272,4576.4KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M25.7KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$4,233100Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$266,1156.3KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$13,168310Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$14,246336Q1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$4,965117Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M41.1KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$8,132190Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$34,504813Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$37,365966Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,327503Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$37,5131.0KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M111.5KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$23,257548Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$436,54211.3KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$88,7842.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$11,524272Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$234,0005.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$364,9428.6KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$52,2871.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$129,86723.0KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$97,0592.7KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$62,1751.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$226,5885.3KQ1 2026OLDER
United Community Bank$300M AUM0.00%$3289Q3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$3,61892Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$30,302714Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$87123Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$860,09520.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$91,9252.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$303,5317.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$142,1343.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2,97170Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1,44334Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1,06125Q1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$852Q1 2026OLDER

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