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

PACER FDS TR

97 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 69374H568·97 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.3%
vs prior quarter
13F value held
$390M
71.0% inst. owned
of float
Holders
97
+132 QoQ
filers reporting
Activity
+61 / −32
+916 added · −766 reduced
this quarter
Concentration
15.14%
Allworth Financial LP #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported PSFF in Q1 2026. Allworth Financial LP leads at 15.1% of the visible book. +132 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Allworth Financial LP
CIK 0001555170
$59M1.8M0.24%Q1 202602
Cetera Investment Advisers
CIK 0001666741
$58M1.8M0.06%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$47M1.5M0.07%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M1.1M0.01%Q1 202605
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$19M597K8.41%Q1 202606
Ausdal Financial Partners, Inc.
CIK 0001667146
$19M590K0.84%Q1 202607
Signal Advisors Wealth, LLC
CIK 0002010926
$18M576K1.27%Q1 202608
Financial Strategies Group, Inc.
CIK 0001774343
$15M447K2.50%Q1 202609
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$14M442K2.32%Q3 202510
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M405K0.04%Q1 202611
Keystone Financial Services, LLC
CIK 0002046033
$12M360K7.77%Q1 202612
Copley Financial Group, Inc.
CIK 0002045258
$11M354K6.85%Q1 202613
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$11M343K0.14%Q1 202614
NewEdge Advisors, LLC
CIK 0001633516
$10M322K0.04%Q1 202615
Bison Wealth, LLC
CIK 0001845251
$9M267K0.88%Q1 202616
LPL Financial LLC
CIK 0001403438
$8M260K0.00%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M257K0.01%Q1 202618
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$8M242K5.66%Q1 202619
Sigma Planning Corp
CIK 0001449126
$8M238K0.21%Q1 202620
VERUS CAPITAL PARTNERS, LLC
CIK 0001796874
$7M218K0.48%Q1 2026
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