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

PACER FDS TR

55 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 69374H642·55 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
55
filers reporting
Concentration
22.15%
Pacer Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported PTBD in Q1 2026. Pacer Advisors, Inc. leads at 22.2% 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
$6M308K0.00%Q2 202604
WBI INVESTMENTS, LLC
CIK 0001397424
$3M170K0.81%Q2 202605
NewEdge Advisors, LLC
CIK 0001633516
$3M159K0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M124K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M114K0.00%Q2 202608
Forefront Wealth Partners, LLC
CIK 0002068112
$2M80K0.48%Q2 202609
Maridea Wealth Management LLC
CIK 0002056245
$1M69K0.14%Q2 202610
MORGAN STANLEY
CIK 0000895421
$1M68K0.00%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M63K0.00%Q2 202612
ORG Wealth Partners, LLC
CIK 0002032602
$1M63K0.18%Q2 202613
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M60K0.07%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$1M59K0.00%Q2 202615
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M54K0.01%Q2 202516
ROYAL BANK OF CANADA
CIK 0001000275
$1M55K0.00%Q2 202617
Private Advisor Group, LLC
CIK 0001567755
$991K52K0.00%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$743K39K0.00%Q1 202619
Atria Investments, Inc
CIK 0001535865
$722K38K0.01%Q2 202620
Perigon Wealth Management, LLC
CIK 0001575239
$704K37K0.01%Q2 2026
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