13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

PACER FDS TR

29 institutions still hold PACER FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H311·29 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.5%
vs prior quarter
13F value held
$43M
66.0% inst. owned
of float
Holders
29
+40 QoQ
filers reporting
Activity
+73 / −10
+759 added · −779 reduced
this quarter
Concentration
41.55%
Advisory Resource Group #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported PACER FDS TR in Q1 2026. Advisory Resource Group leads at 41.6% of the visible book. +40 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Advisory Resource Group
CIK 0001764968
$18M628K3.07%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M198K0.01%Q1 202603
Stratos Wealth Advisors, LLC
CIK 0001707202
$3M113K0.20%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M112K0.00%Q1 202605
BENJAMIN EDWARDS INC
CIK 0001451623
$2M82K0.02%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$2M75K0.00%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M63K0.00%Q1 202608
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M53K0.05%Q1 202609
Smart Portfolios, LLC
CIK 0001513227
$1M47K1.33%Q1 202610
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M40K0.02%Q1 202611
Mascagni Wealth Management, Inc.
CIK 0002063074
$621,44522K0.44%Q1 202612
Sovran Advisors, LLC
CIK 0002051471
$414,88113K0.03%Q1 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$380,43013K0.00%Q1 202614
Steward Partners Investment Advisory, LLC
CIK 0001723397
$317,49911K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$288,57410K0.00%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$259,1659K0.00%Q1 202617
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$255,0149K0.02%Q1 202618
Sankala Group LLC
CIK 0002113426
$222,6568K0.18%Q1 202619
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$62,5112K0.00%Q1 202620
Advisory Services Network, LLC
CIK 0001573876
$36,9131K0.00%Q1 2026
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