Who Owns PACER FDS TR (PTBD)? -- Institutional Holders (2026-03-31)
56 institutions reported holding $60.2M of PACER FDS TR (PTBD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Pacer Advisors, Inc. ($10.8M), LPL Financial LLC ($5.9M), MAGNOLIA CAPITAL ADVISORS LLC ($5.5M), CREATIVE FINANCIAL DESIGNS INC /ADV ($5.4M), WBI INVESTMENTS, LLC ($3.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Pacer Advisors, Inc. | $10.8M | 567,271 | Added |
| 2 | LPL Financial LLC | $5.9M | 310,552 | Trimmed |
| 3 | MAGNOLIA CAPITAL ADVISORS LLC | $5.5M | 291,105 | Added |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.4M | 284,775 | Added |
| 5 | WBI INVESTMENTS, LLC | $3.2M | 168,891 | New |
| 6 | WELLS FARGO & COMPANY/MN | $2.5M | 130,410 | Trimmed |
| 7 | NewEdge Advisors, LLC | $2.4M | 34,724 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.4M | 124,711 | Trimmed |
| 9 | MATHER GROUP, LLC. | $2.3M | 122,913 | New |
| 10 | MORGAN STANLEY | $1.5M | 79,078 | Trimmed |
| 11 | Cetera Investment Advisers | $1.5M | 78,795 | Trimmed |
| 12 | ORG Wealth Partners, LLC | $1.2M | 64,697 | Added |
| 13 | Maridea Wealth Management LLC | $1.2M | 63,658 | New |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 61,832 | Added |
| 15 | Capital Investment Advisory Services, LLC | $1.1M | 59,783 | Added |
| 16 | Royal Bank of Canada | $1.0M | 53,701 | Trimmed |
| 17 | Private Advisor Group, LLC | $917,200 | 48,324 | Added |
| 18 | Forefront Wealth Partners, LLC | $847,924 | 44,675 | Added |
| 19 | CITADEL ADVISORS LLC | $750,166 | 39,524 | Trimmed |
| 20 | JANE STREET GROUP, LLC | $742,706 | 39,131 | Trimmed |
| 21 | Perigon Wealth Management, LLC | $710,101 | 37,413 | Trimmed |
| 22 | Atria Investments, Inc | $690,036 | 36,356 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $630,997 | 33,492 | New |
| 24 | OFC FINANCIAL PLANNING, LLC | $617,211 | 32,519 | Hold |
| 25 | Cambridge Investment Research Advisors, Inc. | $545,000 | 28,703 | Added |
Source: SEC Form 13F filings · as of 2026-03-31