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

91 institutions reported holding $245.7M of PACER FDS TR (PTMC) in SEC 13F filings for 2026-03-31. Largest institutional holders: WELLS FARGO & COMPANY/MN ($36.7M), MORGAN STANLEY ($36.1M), BANK OF AMERICA CORP /DE/ ($30.3M), Cetera Investment Advisers ($15.3M), LPL Financial LLC ($14.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$36.7M1.0MTrimmed
2MORGAN STANLEY$36.1M987,554Trimmed
3BANK OF AMERICA CORP /DE/$30.3M829,453Trimmed
4Cetera Investment Advisers$15.3M419,672Trimmed
5LPL Financial LLC$14.2M388,607Trimmed
6Pacer Advisors, Inc.$10.9M298,342Trimmed
7INVENIO WEALTH PARTNERS LLC$9.9M269,758Trimmed
8RAYMOND JAMES FINANCIAL INC$8.4M228,402Trimmed
9Cambridge Investment Research Advisors, Inc.$8.3M227,087Trimmed
10MBL Wealth, LLC$8.2M224,935Added
11LEVEL FOUR ADVISORY SERVICES, LLC$7.0M191,713Trimmed
12Royal Bank of Canada$6.1M167,570Added
13Rockefeller Capital Management L.P.$5.7M154,870Trimmed
14NewEdge Advisors, LLC$5.0M129,942Trimmed
15STIFEL FINANCIAL CORP$3.6M98,247Added
16ODonnell Financial Services, LLC$3.1M84,890Trimmed
17Geneos Wealth Management Inc.$2.6M70,215Added
18UBS Group AG$2.5M69,624Trimmed
19Sanctuary Advisors, LLC$2.1M56,280Added
20WBI INVESTMENTS, LLC$2.0M53,748Trimmed
21Empirical Finance, LLC$1.8M48,411Trimmed
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M48,122New
23ENVESTNET ASSET MANAGEMENT INC$1.7M47,289Trimmed
24COMMONWEALTH EQUITY SERVICES, LLC$1.6M44,245Added
25OSAIC HOLDINGS, INC.$1.6M43,359Trimmed

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