DOSSIER · 13F Holders · Q2 2025CyclicalNet sold
PTEU

PACER FDS TR

25 institutions still hold PACER FDS TR as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H808·25 13F holders·last filed Jun 30, 2025
Market cap
0.6%
vs prior quarter
13F value held
$20M
48.0% inst. owned
of float
Holders
25
-38 QoQ
filers reporting
Activity
+8 / −59
+997 added · −913 reduced
this quarter
Concentration
21.78%
AVANTAX ADVISORY SERVICES, INC. #1
top holder share
AI Holders Summary · Q2 2025

25 institutions reported PTEU in Q2 2025. AVANTAX ADVISORY SERVICES, INC. leads at 21.8% of the visible book. -38 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M155K0.02%Q2 2025
02
J2 Capital Management Inc
CIK 0001586882
$3M117K2.39%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$2M65K0.00%Q1 2026
04
Gimbal Financial
CIK 0001835206
$2M54K0.97%Q3 2025
05
LPL Financial LLC
CIK 0001403438
$2M54K0.00%Q1 2026
06
STIFEL FINANCIAL CORP
CIK 0000720672
$1M43K0.00%Q1 2026
07
MATHER GROUP, LLC.
CIK 0001527641
$1M42K0.01%Q1 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M37K0.00%Q1 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$898,44030K0.00%Q1 2026
10
Capital Investment Advisory Services, LLC
CIK 0001659203
$883,98730K0.06%Q1 2026
11
Optivise Advisory Services LLC
CIK 0002042876
$402,56814K0.24%Q1 2026
12
CITADEL ADVISORS LLC
CIK 0001423053
$395,61013K0.00%Q4 2025
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$388,97913K0.00%Q1 2026
14
NFP Retirement, Inc.
CIK 0002040084
$260,3339K0.02%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$193,4016K0.00%Q1 2026
16
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$126,0454K0.01%Q1 2026
17
MORGAN STANLEY
CIK 0000895421
$103,4783K0.00%Q1 2026
18
Kiely Wealth Advisory Group, Inc.
CIK 0002005660
$55,1052K0.04%Q4 2024
19
NewEdge Advisors, LLC
CIK 0001633516
$27,8829360.00%Q1 2026
20
Keating Financial Advisory Services, Inc.
CIK 0002103443
$13,6584580.00%Q1 2026
Page 1 of 2
5 more holders available. Log in →