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

26 institutions reported holding $20.2M of PACER FDS TR (PEXL) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($5.0M), Visionary Horizons, LLC ($3.3M), Cambridge Investment Research Advisors, Inc. ($2.6M), HARBOUR INVESTMENTS, INC. ($1.7M), THOROUGHBRED FINANCIAL SERVICES, LLC ($1.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$5.0M65,575Added
2Visionary Horizons, LLC$3.3M43,085Added
3Cambridge Investment Research Advisors, Inc.$2.6M34,200Added
4HARBOUR INVESTMENTS, INC.$1.7M22,645Trimmed
5THOROUGHBRED FINANCIAL SERVICES, LLC$1.6M20,736Added
6OSAIC HOLDINGS, INC.$1.2M16,479Added
7MML INVESTORS SERVICES, LLC$1.2M15,769Added
8Cetera Investment Advisers$780,64810,296Trimmed
9GOLDMAN SACHS GROUP INC$616,8598,136Hold
10Western Wealth Management, LLC$498,7376,578Added
11Signature Equity Partners, LLC$465,0766,134Added
12WILLNER & HELLER, LLC$352,1404,645Added
13Kestra Advisory Services, LLC$304,8764,021Trimmed
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$233,9763,086Trimmed
15QUANTUM FINANCIAL PARTNERS LLC$208,1072,745New
16ASSETMARK, INC$53,073700New
17Geneos Wealth Management Inc.$31,769419Hold
18Kozak & Associates, Inc.$21,744292Added
19CREATIVE FINANCIAL DESIGNS INC /ADV$19,334255Hold
20AdvisorNet Financial, Inc$15,164200Hold
21Abound Wealth Management$7,582100Hold
22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$5,96680Hold
23MORGAN STANLEY$1,45219Added
24CITADEL ADVISORS LLC$00Exited
25JANE STREET GROUP, LLC$00Exited

来源:SEC 13F 申报文件 · 截至 2026-06-30