13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
PTLC

PACER FDS TR

268 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 69374H105·Exchange Traded Fund·268 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
268
filers reporting
Concentration
18.30%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

268 institutions reported PTLC in Q2 2026. LPL Financial LLC leads at 18.3% 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
$338M5.8M0.08%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$307M5.3M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$213M3.6M0.01%Q2 202604
SFMG, LLC
CIK 0001512026
$154M2.6M9.29%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$136M2.3M0.04%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$128M2.2M0.02%Q2 202607
CFS Investment Advisory Services, LLC
CIK 0001845688
$118M2.0M7.88%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$66M1.1M0.06%Q2 202609
UBS Group AG
CIK 0001610520
$55M936K0.01%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$44M750K0.05%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$40M759K0.10%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M661K0.01%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$36M616K0.01%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$34M590K0.04%Q2 202615
Bullock Wealth Management Group
CIK 0002067581
$30M515K12.99%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$25M426K0.02%Q2 202617
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$24M466K0.13%Q2 202518
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 0001696715
$22M376K0.62%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$20M351K0.04%Q2 202620
NewEdge Advisors, LLC
CIK 0001633516
$19M318K0.06%Q2 2026
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