13F Insight
DOSSIER · 13F Holders · Q1 2026
BUL

PACER FDS TR

56 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 69374H667·56 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$81M
visible holders
Holders
56
filers reporting
Concentration
20.69%
Pacer Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

56 institutions reported BUL in Q1 2026. Pacer Advisors, Inc. leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pacer Advisors, Inc.
CIK 0001616667
$17M309K0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$15M263K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M92K0.00%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M89K0.00%Q2 202605
Oxbow Advisors, LLC
CIK 0001564770
$4M71K0.34%Q2 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M68K0.00%Q2 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M68K0.01%Q2 202608
Modern Wealth Management, LLC
CIK 0002001900
$4M69K0.07%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M56K0.00%Q2 202610
WBI INVESTMENTS, LLC
CIK 0001397424
$2M39K0.57%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M41K0.01%Q1 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M35K0.03%Q2 202613
NORTHBRIDGE FINANCIAL GROUP, LLC
CIK 0001968850
$2M33K0.74%Q2 202614
BNB Wealth Management, LLC
CIK 0002111175
$2M32K1.03%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$2M26K0.00%Q2 202616
Kestra Advisory Services, LLC
CIK 0001830819
$2M26K0.00%Q2 202617
Bleakley Financial Group, LLC
CIK 0001936953
$1M23K0.02%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$1M22K0.00%Q2 202619
DAVENPORT & Co LLC
CIK 0000887777
$1M20K0.01%Q2 202620
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M23K0.01%Q2 2025
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