13F Insight
DOSSIER · 13F Holders · Q2 2026
HERD

PACER FDS TR

46 institutions still hold PACER FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H659·46 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$79M
visible holders
Holders
46
filers reporting
Concentration
18.38%
Rockefeller Capital Management L.P. #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported HERD in Q2 2026. Rockefeller Capital Management L.P. leads at 18.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Rockefeller Capital Management L.P.
CIK 0001739439
$15M308K0.02%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M254K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$11M227K0.00%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$10M214K0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M142K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M114K0.01%Q2 202607
Clear Creek Financial Management, LLC
CIK 0001784235
$4M82K0.25%Q2 202608
Centric Wealth Management
CIK 0001752761
$3M65K0.47%Q2 202609
D.A. DAVIDSON & CO.
CIK 0001080107
$3M64K0.02%Q2 202610
Advisory Resource Group
CIK 0001764968
$2M39K0.27%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$2M35K0.00%Q2 202612
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M27K0.01%Q2 202513
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$872K19K0.00%Q1 202614
Snowden Capital Advisors LLC
CIK 0001903055
$870K18K0.02%Q2 202615
OPPENHEIMER ASSET MANAGEMENT INC.
CIK 0001269119
$774K16K0.01%Q2 202616
Obermeyer Wealth Partners
CIK 0001349654
$650K14K0.03%Q2 202617
Convergence Financial, LLC
CIK 0002034001
$634K13K0.05%Q2 202618
WORLD EQUITY GROUP, INC.
CIK 0000878770
$521K11K0.12%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$484K10K0.00%Q2 202620
Geneos Wealth Management Inc.
CIK 0001764754
$426K9K0.01%Q2 2026
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