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

173 institutions reported holding $690.8M of PACER FDS TR (PTNQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($104.7M), BANK OF AMERICA CORP /DE/ ($68.5M), MORGAN STANLEY ($63.3M), RAYMOND JAMES FINANCIAL INC ($60.8M), Cetera Investment Advisers ($47.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$104.7M1.4MTrimmed
2BANK OF AMERICA CORP /DE/$68.5M939,147Trimmed
3MORGAN STANLEY$63.3M867,554Trimmed
4RAYMOND JAMES FINANCIAL INC$60.8M833,944Added
5Cetera Investment Advisers$47.3M648,564Trimmed
6WELLS FARGO & COMPANY/MN$40.9M560,595Trimmed
7Cambridge Investment Research Advisors, Inc.$31.6M433,063Trimmed
8One Capital Management, LLC$19.5M266,942Added
9UBS Group AG$17.2M236,066Trimmed
10CREATIVE FINANCIAL DESIGNS INC /ADV$13.5M185,277Added
11Geneos Wealth Management Inc.$12.0M165,141Trimmed
12Royal Bank of Canada$11.7M160,648Trimmed
13OSAIC HOLDINGS, INC.$10.2M139,753Trimmed
14Rockefeller Capital Management L.P.$10.2M139,257Added
15Pacer Advisors, Inc.$10.0M137,010Trimmed
16Steward Partners Investment Advisory, LLC$10.0M136,641Trimmed
17LEVEL FOUR ADVISORY SERVICES, LLC$8.4M115,255Added
18HighTower Advisors, LLC$7.8M106,576Added
19COMMONWEALTH EQUITY SERVICES, LLC$7.2M98,149Trimmed
20STIFEL FINANCIAL CORP$5.8M79,881Added
21ENVESTNET ASSET MANAGEMENT INC$5.7M77,888Added
22Kestra Advisory Services, LLC$5.1M69,636Added
23Orion Porfolio Solutions, LLC$5.0M67,989Added
24MBL Wealth, LLC$4.8M65,890Added
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.1M56,671Added

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