13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
ECOW

PACER FDS TR

57 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 69374H865·57 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.0%
vs prior quarter
13F value held
$110M
58.0% inst. owned
of float
Holders
57
+50 QoQ
filers reporting
Activity
+8 / −12
+833 added · −751 reduced
this quarter
Concentration
19.14%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported ECOW in Q1 2026. LPL Financial LLC leads at 19.1% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$21M789K0.01%Q1 202602
Copley Financial Group, Inc.
CIK 0002045258
$12M445K7.16%Q1 202603
Marks Group Wealth Management, Inc
CIK 0001802473
$10M365K0.94%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$9M353K0.00%Q1 202605
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$7M278K3.13%Q1 202606
Heck Capital Advisors, LLC
CIK 0002046227
$7M277K0.55%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M230K0.01%Q1 202608
Rockefeller Capital Management L.P.
CIK 0001739439
$5M204K0.01%Q1 202609
Ameritas Advisory Services, LLC
CIK 0001901275
$4M165K0.17%Q1 202610
American Alpha Advisors, LLC
CIK 0002041441
$4M181K2.61%Q4 202511
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$4M154K1.23%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M119K0.00%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M94K0.00%Q1 202614
Equitable Holdings, Inc.
CIK 0001333986
$2M94K0.01%Q1 202615
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M80K0.02%Q1 202616
CIBC WORLD MARKET INC.
CIK 0001421224
$2M75K0.00%Q1 202617
Belpointe Asset Management LLC
CIK 0001721242
$2M67K0.07%Q1 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M67K0.00%Q1 202619
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M56K0.02%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$1M54K0.01%Q1 2026
Page 1 of 3
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