13F Insight
DOSSIER · 13F Holders · Q1 2026
PTBD

PACER FDS TR

60 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 69374H642·60 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
60
filers reporting
Concentration
16.55%
Pacer Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported PTBD in Q1 2026. Pacer Advisors, Inc. leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pacer Advisors, Inc.
CIK 0001616667
$11M567K0.03%Q1 202602
NAPA WEALTH MANAGEMENT
CIK 0001602844
$7M348K3.23%Q3 202503
LPL Financial LLC
CIK 0001403438
$6M311K0.00%Q1 202604
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$6M291K1.09%Q1 202605
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$5M285K0.33%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$4M212K0.00%Q4 202507
WBI INVESTMENTS, LLC
CIK 0001397424
$3M169K0.88%Q1 202608
MILLINGTON SECURITIES, LLC
CIK 0001449088
$3M169K0.88%Q1 202609
NewEdge Advisors, LLC
CIK 0001633516
$3M160K0.01%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M130K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M125K0.00%Q1 202612
MATHER GROUP, LLC.
CIK 0001527641
$2M123K0.02%Q1 202613
MORGAN STANLEY
CIK 0000895421
$2M79K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$1M79K0.00%Q1 202615
ORG Wealth Partners, LLC
CIK 0002032602
$1M65K0.24%Q1 202616
Maridea Wealth Management LLC
CIK 0002056245
$1M64K0.18%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M62K0.00%Q1 202618
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M60K0.07%Q2 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M54K0.01%Q2 202520
ROYAL BANK OF CANADA
CIK 0001000275
$1M54K0.00%Q1 2026
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