DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FLRT

PACER FDS TR

117 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 69374H428·117 13F holders·last filed Mar 31, 2026
Market cap
5.9%
vs prior quarter
13F value held
$274M
68.0% inst. owned
of float
Holders
117
-8 QoQ
filers reporting
Activity
+8 / −33
+959 added · −850 reduced
this quarter
Concentration
30.64%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported FLRT in Q1 2026. LPL Financial LLC leads at 30.6% of the visible book. -8 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$84M1.8M0.02%Q1 2026
02
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$27M592K0.34%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$16M339K0.02%Q1 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M271K0.02%Q1 2026
05
Kestra Advisory Services, LLC
CIK 0001830819
$12M252K0.04%Q1 2026
06
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$12M243K0.06%Q2 2025
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M245K0.00%Q1 2026
08
TRUIST FINANCIAL CORP
CIK 0000092230
$10M226K0.01%Q1 2026
09
Systelligence, LLC
CIK 0001882691
$10M225K2.03%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M207K0.00%Q1 2026
11
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$9M203K0.21%Q1 2026
12
NewEdge Advisors, LLC
CIK 0001633516
$9M192K0.03%Q1 2026
13
Atria Wealth Solutions, Inc.
CIK 0001927543
$8M165K0.18%Q2 2025
14
Western Wealth Management, LLC
CIK 0001767902
$7M153K0.26%Q1 2026
15
ASSETMARK, INC
CIK 0001344551
$7M146K0.01%Q4 2025
16
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M143K0.00%Q1 2026
17
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M140K0.02%Q1 2026
18
Sidoxia Capital Management, LLC
CIK 0002132534
$6M119K4.75%Q1 2026
19
WINEBRENNER CAPITAL MANAGEMENT LLC
CIK 0002047728
$5M119K3.53%Q1 2026
20
Stewardship Advisors, LLC
CIK 0001733219
$5M108K1.15%Q1 2026
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