55 institutions reported holding $82.0M of PACER FDS TR (BUL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Pacer Advisors, Inc. ($16.7M), LPL Financial LLC ($14.9M), ENVESTNET ASSET MANAGEMENT INC ($6.3M), RAYMOND JAMES FINANCIAL INC ($5.2M), Modern Wealth Management, LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | $16.7M | 309,025 | Trimmed |
| 2 | LPL Financial LLC | $14.9M | 276,222 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 115,617 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.2M | 95,749 | Trimmed |
| 5 | Modern Wealth Management, LLC | $3.8M | 69,422 | Trimmed |
| 6 | DAVENPORT & Co LLC | $3.5M | 65,595 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $3.4M | 63,032 | Trimmed |
| 8 | BNB Wealth Management, LLC | $3.4M | 62,516 | Added |
| 9 | Oxbow Advisors, LLC | $3.3M | 61,547 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.2M | 40,991 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $2.1M | 38,605 | Hold |
| 12 | NORTHBRIDGE FINANCIAL GROUP, LLC | $2.1M | 36,886 | Trimmed |
| 13 | WBI INVESTMENTS, LLC | $2.0M | 37,832 | Added |
| 14 | HARBOUR INVESTMENTS, INC. | $1.6M | 28,858 | Added |
| 15 | Cetera Investment Advisers | $1.4M | 26,136 | Trimmed |
| 16 | HighTower Advisors, LLC | $1.4M | 25,986 | Added |
| 17 | OSAIC HOLDINGS, INC. | $1.3M | 24,704 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $1.1M | 19,903 | Trimmed |
| 19 | Maridea Wealth Management LLC | $833,497 | 15,418 | Added |
| 20 | CITADEL ADVISORS LLC | $586,659 | 10,852 | New |
| 21 | Sankala Group LLC | $488,970 | 9,232 | Added |
| 22 | Gladstone Institutional Advisory LLC | $480,191 | 8,882 | Added |
| 23 | KINGSWOOD WEALTH ADVISORS, LLC | $476,052 | 8,806 | New |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | $444,000 | 8,227 | Added |
| 25 | Savvy Advisors, Inc. | $375,259 | 6,942 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31