Who Owns PACER FDS TR (PTLC)? -- Institutional Holders (2026-03-31)

280 institutions reported holding $2.09B of PACER FDS TR (PTLC) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($302.3M), BANK OF AMERICA CORP /DE/ ($293.4M), MORGAN STANLEY ($194.3M), SFMG, LLC ($131.5M), WELLS FARGO & COMPANY/MN ($121.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$302.3M5.8MTrimmed
2BANK OF AMERICA CORP /DE/$293.4M5.6MTrimmed
3MORGAN STANLEY$194.3M3.7MTrimmed
4SFMG, LLC$131.5M2.5MAdded
5WELLS FARGO & COMPANY/MN$121.2M2.3MAdded
6RAYMOND JAMES FINANCIAL INC$114.2M2.2MAdded
7CFS Investment Advisory Services, LLC$112.5M2.0MTrimmed
8Cetera Investment Advisers$76.2M1.5MTrimmed
9UBS Group AG$52.3M996,194Trimmed
10OSAIC HOLDINGS, INC.$42.1M802,640Trimmed
11Cambridge Investment Research Advisors, Inc.$39.8M758,988Trimmed
12COMMONWEALTH EQUITY SERVICES, LLC$34.5M658,005Trimmed
13ENVESTNET ASSET MANAGEMENT INC$34.2M651,752Added
14Royal Bank of Canada$31.8M606,528Trimmed
15STIFEL FINANCIAL CORP$25.2M479,993Added
16Merit Financial Group, LLC$24.0M458,213Added
17LEVEL FOUR ADVISORY SERVICES, LLC$19.3M367,166Added
18Kestra Advisory Services, LLC$17.1M325,878Trimmed
19MBL Wealth, LLC$16.1M307,495Added
20MML INVESTORS SERVICES, LLC$15.7M299,259Trimmed
21Tyche Wealth Partners LLC$14.9M283,669Added
22Geneos Wealth Management Inc.$12.1M230,818Trimmed
23Deane Retirement Strategies, Inc.$11.7M222,333Trimmed
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.2M213,058Trimmed
25Meridian Wealth Advisors, LLC$10.7M203,946Added

Source: SEC Form 13F filings · as of 2026-03-31