Who Owns PACER (PTLC)? -- Institutional Holders (2026-06-30)

271 institutions reported holding $2.30B of PACER (PTLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($337.6M), BANK OF AMERICA CORP /DE/ ($306.8M), MORGAN STANLEY ($212.6M), SFMG, LLC ($154.3M), RAYMOND JAMES FINANCIAL INC ($135.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$337.6M5.8MAdded
2BANK OF AMERICA CORP /DE/$306.8M5.3MTrimmed
3MORGAN STANLEY$212.6M3.6MTrimmed
4SFMG, LLC$154.3M2.6MAdded
5RAYMOND JAMES FINANCIAL INC$135.6M2.3MAdded
6WELLS FARGO & COMPANY/MN$127.8M2.2MTrimmed
7CFS Investment Advisory Services, LLC$118.1M2.0MTrimmed
8Cetera Investment Advisers$65.6M1.1MTrimmed
9UBS Group AG$54.5M936,120Trimmed
10OSAIC HOLDINGS, INC.$43.7M749,890Trimmed
11Cambridge Investment Research Advisors, Inc.$43.1M739,459Trimmed
12ENVESTNET ASSET MANAGEMENT INC$38.5M661,431Added
13Royal Bank of Canada$35.9M615,809Added
14COMMONWEALTH EQUITY SERVICES, LLC$34.4M590,351Trimmed
15Bullock Wealth Management Group$30.0M515,072Added
16STIFEL FINANCIAL CORP$24.8M426,195Trimmed
17LEVEL FOUR ADVISORY SERVICES, LLC$21.9M375,782Added
18MML INVESTORS SERVICES, LLC$20.4M350,648Added
19NewEdge Advisors, LLC$18.6M318,441Trimmed
20Geneos Wealth Management Inc.$18.1M310,265Added
21Kestra Advisory Services, LLC$17.5M300,081Trimmed
22MBL Wealth, LLC$17.4M299,162Trimmed
23Tyche Wealth Partners LLC$17.0M292,286Added
24Merit Financial Group, LLC$15.6M267,262Trimmed
25Deane Retirement Strategies, Inc.$12.7M218,676Trimmed

Source: SEC Form 13F filings · as of 2026-06-30