12 institutions reported holding $9.9M of PACER FDS TR (PEXL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($5.2M), Visionary Horizons, LLC ($3.3M), Signature Equity Partners, LLC ($465,076), WILLNER & HELLER, LLC ($352,140), Kestra Advisory Services, LLC ($304,876). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $5.2M | 68,400 | Added |
| 2 | Visionary Horizons, LLC | $3.3M | 43,085 | Added |
| 3 | Signature Equity Partners, LLC | $465,076 | 6,134 | Added |
| 4 | WILLNER & HELLER, LLC | $352,140 | 4,645 | Added |
| 5 | Kestra Advisory Services, LLC | $304,876 | 4,021 | Trimmed |
| 6 | QUANTUM FINANCIAL PARTNERS LLC | $208,107 | 2,745 | New |
| 7 | ASSETMARK, INC | $53,073 | 700 | New |
| 8 | Kozak & Associates, Inc. | $21,744 | 292 | Added |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $19,334 | 255 | Hold |
| 10 | AdvisorNet Financial, Inc | $15,164 | 200 | Hold |
| 11 | Abound Wealth Management | $7,582 | 100 | Hold |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5,966 | 80 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30