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

131 institutions reported holding $510.8M of PACER FDS TR (PTLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: CFS Investment Advisory Services, LLC ($118.1M), Cambridge Investment Research Advisors, Inc. ($86.2M), ENVESTNET ASSET MANAGEMENT INC ($38.5M), COMMONWEALTH EQUITY SERVICES, LLC ($34.4M), Kestra Advisory Services, LLC ($17.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CFS Investment Advisory Services, LLC$118.1M2.0MTrimmed
2Cambridge Investment Research Advisors, Inc.$86.2M1.5MAdded
3ENVESTNET ASSET MANAGEMENT INC$38.5M661,431Added
4COMMONWEALTH EQUITY SERVICES, LLC$34.4M590,351Trimmed
5Kestra Advisory Services, LLC$17.5M300,081Trimmed
6MBL Wealth, LLC$17.4M299,162Trimmed
7Merit Financial Group, LLC$15.6M267,262Trimmed
8Deane Retirement Strategies, Inc.$12.7M218,676Trimmed
9Private Advisor Group, LLC$11.7M200,426Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.9M185,922Added
11J.W. COLE ADVISORS, INC.$10.3M176,784Trimmed
12FOURPATH CAPITAL MANAGEMENT, LLC$9.0M155,034Added
13Financial Enhancement Group LLC$8.7M148,672Trimmed
14PFG Advisors$8.3M142,257Added
15Gaddis Premier Wealth Advisors LLC$6.4M109,094Added
16GLR Partners, LLC$5.5M95,119Added
17Bryn Mawr Trust Advisors, LLC$5.3M91,034Trimmed
18Concurrent Investment Advisors, LLC$5.2M89,661Trimmed
19Pacific Park Financial, Inc.$5.1M87,449Added
20Curtis Advisory Group, LLC$4.8M82,068Added
21DAVENPORT & Co LLC$4.5M76,668Trimmed
22Prospera Financial Services Inc$3.4M58,795Added
23CITIGROUP INC$3.0M50,974Trimmed
24Whitaker-Myers Wealth Managers, LTD.$2.8M48,722Added
25Soltis Investment Advisors LLC$2.8M47,433Trimmed

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