13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ICOW

PACER FDS TR

197 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 69374H873·197 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.9%
vs prior quarter
13F value held
$930M
74.0% inst. owned
of float
Holders
197
-71 QoQ
filers reporting
Activity
+45 / −84
+1,017 added · −851 reduced
this quarter
Concentration
17.84%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

197 institutions reported ICOW in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.8% of the visible book. -71 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$166M3.9M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$108M2.6M0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$96M2.3M0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$84M2.0M0.02%Q1 202605
Sequoia Financial Advisors, LLC
CIK 0001599900
$64M1.5M0.36%Q1 202606
UBS Group AG
CIK 0001610520
$59M1.4M0.01%Q1 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$45M1.1M0.03%Q1 202608
Baird Financial Group, Inc.
CIK 0001648711
$42M989K0.07%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$39M931K0.01%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M728K0.01%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$27M643K0.03%Q1 202612
Sepio Capital, LP
CIK 0001751412
$26M615K1.42%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$22M527K0.01%Q1 202614
AlphaCore Capital LLC
CIK 0001713662
$20M461K0.46%Q1 202615
Teamwork Financial Advisors, LLC
CIK 0001629931
$19M457K2.05%Q1 202616
Pacer Advisors, Inc.
CIK 0001616667
$19M440K0.05%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M395K0.00%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$17M393K0.02%Q1 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M350K0.03%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M330K0.02%Q1 2026
Page 1 of 10
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