13F Insight
DOSSIER · 13F Holders · Q2 2026
PTIN

PACER FDS TR

57 institutions still hold PACER FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H683·57 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$135M
visible holders
Holders
57
filers reporting
Concentration
14.95%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

57 institutions reported PTIN in Q2 2026. LPL Financial LLC leads at 15.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$20M550K0.00%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M453K0.00%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$15M399K0.01%Q2 202604
Pacer Advisors, Inc.
CIK 0001616667
$11M337K0.03%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M283K0.00%Q2 202606
MBL Wealth, LLC
CIK 0001845785
$9M250K0.63%Q2 202607
Bullock Wealth Management Group
CIK 0002067581
$8M215K3.37%Q2 202608
AlphaCore Capital LLC
CIK 0001713662
$8M210K0.14%Q2 202609
Empirical Finance, LLC
CIK 0001572838
$6M193K0.29%Q1 202610
SPC Financial, Inc.
CIK 0001415201
$6M192K0.46%Q3 202511
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M129K0.00%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M98K0.01%Q2 202613
MATHER GROUP, LLC.
CIK 0001527641
$3M79K0.03%Q2 202614
NAPA WEALTH MANAGEMENT
CIK 0001602844
$3M83K1.18%Q3 202515
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M74K0.01%Q1 202616
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M79K0.01%Q2 202517
UNIQUE WEALTH, LLC
CIK 0001957124
$2M53K0.22%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$2M50K0.00%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M47K0.00%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M40K0.00%Q2 2026
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