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

PACER FDS TR

93 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 69374H204·93 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$248M
visible holders
Holders
93
filers reporting
Concentration
15.99%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

93 institutions reported PTMC in Q2 2026. WELLS FARGO & COMPANY/MN leads at 16.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$40M949K0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$39M930K0.00%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M751K0.00%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$17M410K0.02%Q2 202605
LPL Financial LLC
CIK 0001403438
$16M388K0.00%Q2 202606
INVENIO WEALTH PARTNERS LLC
CIK 0001989341
$11M271K4.05%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$11M261K0.03%Q2 202608
Pacer Advisors, Inc.
CIK 0001616667
$11M298K0.03%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M249K0.00%Q2 202610
MBL Wealth, LLC
CIK 0001845785
$9M226K0.64%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M227K0.02%Q1 202612
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 0001696715
$8M195K0.23%Q2 202613
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$6M173K0.03%Q2 202514
Rockefeller Capital Management L.P.
CIK 0001739439
$6M142K0.01%Q2 202615
Bullock Wealth Management Group
CIK 0002067581
$6M135K2.43%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$5M112K0.00%Q2 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$4M99K0.00%Q2 202618
ODonnell Financial Services, LLC
CIK 0001730962
$3M79K0.97%Q2 202619
Geneos Wealth Management Inc.
CIK 0001764754
$3M70K0.06%Q2 202620
UBS Group AG
CIK 0001610520
$3M65K0.00%Q2 2026
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