SEC 13F Intelligence

FLRTPACER FDS TR

CUSIP 69374H428 · Yahoo Finance ↗ · Google Finance ↗

Pacer Fds Tr (FLRT) has 114 institutional holders in Filings Flow’s 13F database, together reporting 7.85M shares worth $352M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Foundations Investment Advisors, LLC, and Cetera Investment Advisers.

Institutional Holders
114
Q1 2026
Reported Value
$352M
Ticker
FLRT
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’21: 8Q4 ’21Q4 ’22: 24Q4 ’22Q4 ’25: 105Q4 ’25Q1 ’26: 114Q1 ’26filingsflow.com
Total reported value
Q4 ’21: $5MQ4 ’21Q4 ’22: $19MQ4 ’22Q4 ’25: $328MQ4 ’25Q1 ’26: $352MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sidoxia Capital Management, LLC$116M AUM4.75%$6M118.9KQ1 2026
Waycross Investment Management Co$105M AUM3.98%$4M90.0KQ1 2026
WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM3.53%$5M118.7KQ1 2026
Systelligence, LLC$514M AUM2.03%$10M225.1KQ1 2026
IronOak Wealth LLC.$103M AUM1.67%$2M36.1KQ2 2025OLDER
Independence Asset Advisors, LLC$277M AUM1.16%$3M69.5KQ1 2026
Stewardship Advisors, LLC$435M AUM1.15%$5M107.8KQ1 2026
Commerce Advisors, LLC$119M AUM0.97%$1M24.8KQ1 2026
Independent Wealth Network Inc.$337M AUM0.94%$3M68.2KQ1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.77%$2M33.4KQ1 2026
Legacy Investment Solutions, LLC$192M AUM0.73%$1M29.7KQ2 2025OLDER
PSI Advisors, LLC$418M AUM0.69%$3M61.9KQ1 2026
Fearless Solutions, LLC dba Best Invest$166M AUM0.68%$1M24.2KQ1 2026
CPC Advisors, LLC$617M AUM0.62%$5M103.3KQ2 2025OLDER
Schwallier Wealth Management LLC$137M AUM0.48%$652,35214.1KQ1 2026
FWG Holdings, LLC$265M AUM0.43%$1M24.3KQ1 2026
Camarda Financial Advisors, LLC$190M AUM0.40%$759,48016.4KQ1 2026
ASHTON THOMAS SECURITIES, LLC$797M AUM0.37%$3M64.4KQ1 2026
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.36%$10M221.8KQ1 2026
Goldstone Financial Group, LLC$922M AUM0.35%$3M69.5KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.34%$27M591.8KQ1 2026
Alchemi Wealth, LLC$180M AUM0.31%$557,80412.0KQ1 2026
City Center Advisors, LLC$123M AUM0.30%$325,6527.0KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.30%$5M105.0KQ1 2026
Client First Investment Management LLC$237M AUM0.28%$538,84811.4KQ4 2025OLDER
ADAPT WEALTH ADVISORS, LLC$276M AUM0.28%$771,20016.7KQ1 2026
North Forty Two & Co.$108M AUM0.28%$301,0156.5KQ1 2026
Strategic Blueprint, LLC$1.7B AUM0.27%$5M101.7KQ1 2026
Western Wealth Management, LLC$2.6B AUM0.26%$7M152.8KQ1 2026
BNB Wealth Management, LLC$156M AUM0.23%$352,3727.6KQ1 2026
WealthPLAN Partners, LLC$518M AUM0.22%$1M31.5KQ4 2025OLDER
TrueWealth Advisors, LLC$444M AUM0.19%$767,35016.6KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.18%$3M54.4KQ1 2026
OxenFree Capital LLC$218M AUM0.18%$373,2798.0KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.18%$8M164.7KQ2 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.17%$343,9447.4KQ1 2026
WINCAP FINANCIAL LLC$185M AUM0.17%$206,5084.3KQ2 2025OLDER
Southland Equity Partners LLC$571M AUM0.16%$829,16217.9KQ1 2026
Scarborough Advisors, LLC$914M AUM0.14%$1M28.6KQ1 2026
Weaver Consulting Group$420M AUM0.14%$571,94112.3KQ1 2026
WealthPlan Investment Management, LLC$1.8B AUM0.14%$2M52.6KQ1 2026
Sigma Planning Corp$3.6B AUM0.13%$5M102.1KQ1 2026
Tactive Advisors, LLC$406M AUM0.13%$459,6469.7KQ3 2025OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.13%$1M26.3KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.12%$2M37.7KQ1 2026
UPTICK PARTNERS, LLC$502M AUM0.11%$569,89812.3KQ1 2026
Syntegra Private Wealth Group, LLC$1.1B AUM0.11%$1M25.8KQ1 2026
Signature Equity Partners, LLC$186M AUM0.11%$209,8334.5KQ1 2026
Ausdal Financial Partners, Inc.$2.3B AUM0.09%$2M41.6KQ1 2026
Sovran Advisors, LLC$1.3B AUM0.08%$1M23.1KQ1 2026
Ocean Park Asset Management, LLC$1.7B AUM0.08%$2M49.3KQ2 2025OLDER
Purus Wealth Management, LLC$314M AUM0.08%$245,5365.3KQ1 2026
Moors & Cabot, Inc.$2.3B AUM0.08%$2M38.5KQ1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.07%$452,7279.8KQ1 2026
Sequent Planning LLC$414M AUM0.07%$297,8026.4KQ1 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.07%$1M30.9KQ1 2026
Accurate Wealth Management, LLC$831M AUM0.07%$560,32612.1KQ1 2026
BURKE & HERBERT BANK & TRUST CO$362M AUM0.07%$242,6185.2KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.07%$2M38.9KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.06%$12M243.5KQ2 2025OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.06%$967,65720.9KQ1 2026
Global Assets Advisory, LLC$349M AUM0.06%$216,7864.6KQ4 2025OLDER
NFSG Corp$608M AUM0.06%$412,8108.7KQ3 2025OLDER
Brookwood Investment Group LLC$810M AUM0.06%$496,67510.7KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.06%$3M69.5KQ3 2025OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.05%$786,27317.0KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.05%$2M45.2KQ4 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.05%$407,0338.8KQ1 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.05%$715,91215.5KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.04%$609,76413.2KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.04%$12M251.7KQ1 2026
North Capital, Inc.$118M AUM0.04%$51,0141.1KQ3 2025OLDER
Anfield Capital Management, LLC$363M AUM0.04%$121,5552.6KQ3 2025OLDER
Secure Asset Management, LLC$632M AUM0.04%$223,9264.8KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.03%$9M186.6KQ4 2025OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.03%$849,07418.3KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.03%$2M51.6KQ1 2026
Crestwood Advisors Group, LLC$5.9B AUM0.03%$2M33.0KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.03%$1M27.0KQ1 2026
Great Waters Wealth Management$1.1B AUM0.02%$231,2265.0KQ1 2026
LPL Financial LLC$376.6B AUM0.02%$84M1.81MQ1 2026
Octavia Wealth Advisors, LLC$1.0B AUM0.02%$216,3734.7KQ1 2026
Savvy Advisors, Inc.$3.7B AUM0.02%$296,8756.2KQ2 2025OLDER
SHP Wealth Management$1.3B AUM0.02%$259,5895.6KQ1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.02%$180,3483.8KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M26.3KQ1 2026
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.02%$487,49810.5KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$13M271.2KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$7M140.4KQ1 2026
Koshinski Asset Management, Inc.$1.6B AUM0.02%$252,2575.3KQ3 2025OLDER
StoneX Group Inc.$1.9B AUM0.02%$346,7667.3KQ2 2025OLDER
Cetera Investment Advisers$94.0B AUM0.02%$16M338.6KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.02%$362,9637.8KQ1 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.02%$781,79516.9KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.02%$1M24.5KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.01%$10M226.2KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.01%$3M56.0KQ1 2026
ASSETMARK, INC$49.0B AUM0.01%$7M146.1KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$439,9219.3KQ3 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$2M43.8KQ1 2026
Compound Planning, Inc.$3.3B AUM0.01%$359,1977.6KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$714,88815.4KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$913,35719.7KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.01%$185,7754.0KQ1 2026
Perigon Wealth Management, LLC$5.5B AUM0.01%$478,15110.3KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.01%$130,3112.8KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.01%$1M24.6KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M24.8KQ1 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.01%$117,8382.5KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$220,8994.8KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$1M22.5KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$11M245.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$7M143.4KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M74.6KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M41.3KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.00%$208,3954.5KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$10M206.9KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$23,155500Q1 2026
BLUELINE ADVISORS LLC$129M AUM0.00%$2,50854Q1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$19,231408Q4 2025OLDER
Bangor Savings Bank$1.4B AUM0.00%$17,060360Q3 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$2,77960Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$46,3101.0KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1M30.2KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$777,26016.8KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$351,8007.6KQ1 2026
Mariner, LLC$85.7B AUM0.00%$406,8178.8KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$228,0944.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M58.9KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M36.9KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$10,044211Q2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M24.3KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$19,300417Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$131,4072.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$54,0001.2KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$52,3601.1KQ2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$4,26192Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$2786Q1 2026
UBS Group AG$666.3B AUM0.00%$5,986127Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$932Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$611Q1 2026

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