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

93 institutions reported holding $278.5M of PACER FDS TR (PTMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($39.7M), MORGAN STANLEY ($38.9M), BANK OF AMERICA CORP /DE/ ($31.4M), Cetera Investment Advisers ($17.2M), LPL Financial LLC ($16.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$39.7M948,993Trimmed
2MORGAN STANLEY$38.9M930,207Trimmed
3BANK OF AMERICA CORP /DE/$31.4M751,139Trimmed
4Cetera Investment Advisers$17.2M410,475Trimmed
5LPL Financial LLC$16.2M387,601Trimmed
6Pacer Advisors, Inc.$12.6M300,102Added
7INVENIO WEALTH PARTNERS LLC$11.3M270,633Added
8NewEdge Advisors, LLC$10.9M260,944Trimmed
9RAYMOND JAMES FINANCIAL INC$10.4M249,085Added
10MBL Wealth, LLC$9.4M225,795Added
11Cambridge Investment Research Advisors, Inc.$9.1M217,785Trimmed
12LEVEL FOUR ADVISORY SERVICES, LLC$8.2M194,954Added
13Rockefeller Capital Management L.P.$5.9M141,570Trimmed
14Bullock Wealth Management Group$5.6M134,933Added
15Royal Bank of Canada$4.7M111,912Trimmed
16STIFEL FINANCIAL CORP$4.1M98,987Added
17ODonnell Financial Services, LLC$3.3M78,766Trimmed
18Geneos Wealth Management Inc.$2.9M69,573Trimmed
19UBS Group AG$2.7M65,097Trimmed
20Sanctuary Advisors, LLC$2.4M56,455Added
21WBI INVESTMENTS, LLC$2.1M49,089Trimmed
22OSAIC HOLDINGS, INC.$2.0M48,082Added
23ENVESTNET ASSET MANAGEMENT INC$2.0M47,513Added
24COMMONWEALTH EQUITY SERVICES, LLC$1.8M42,235Trimmed
25Empirical Finance, LLC$1.6M38,106Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30