13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
PTLC

PACER FDS TR

265 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 69374H105·Exchange Traded Fund·265 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
265
filers reporting
Concentration
17.72%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

265 institutions reported PTLC in Q1 2026. LPL Financial LLC leads at 17.7% 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
$302M5.8M0.08%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$293M5.6M0.02%Q1 202603
MORGAN STANLEY
CIK 0000895421
$194M3.7M0.01%Q1 202604
SFMG, LLC
CIK 0001512026
$132M2.5M8.91%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$121M2.3M0.02%Q1 202606
CFS Investment Advisory Services, LLC
CIK 0001845688
$118M2.0M7.88%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$114M2.2M0.04%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$76M1.5M0.08%Q1 202609
UBS Group AG
CIK 0001610520
$52M996K0.01%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$42M803K0.06%Q1 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$40M759K0.10%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$35M658K0.05%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M652K0.01%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$32M607K0.01%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$25M480K0.02%Q1 202616
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$24M466K0.13%Q2 202517
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 0001696715
$19M367K0.63%Q1 202618
MBL Wealth, LLC
CIK 0001845785
$17M299K1.19%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$17M326K0.06%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$17M326K0.06%Q1 2026
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