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

59 institutions reported holding $47.8M of PACER FDS TR (PTBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pacer Advisors, Inc. ($12.5M), LPL Financial LLC ($5.9M), WBI INVESTMENTS, LLC ($3.3M), NewEdge Advisors, LLC ($3.0M), RAYMOND JAMES FINANCIAL INC ($2.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Pacer Advisors, Inc.$12.5M651,535Added
2LPL Financial LLC$5.9M307,780Trimmed
3WBI INVESTMENTS, LLC$3.3M170,423Added
4NewEdge Advisors, LLC$3.0M159,006Trimmed
5RAYMOND JAMES FINANCIAL INC$2.4M124,156Trimmed
6WELLS FARGO & COMPANY/MN$2.2M113,557Trimmed
7Forefront Wealth Partners, LLC$1.5M80,150Added
8Maridea Wealth Management LLC$1.3M68,756Added
9MORGAN STANLEY$1.3M68,394Trimmed
10ENVESTNET ASSET MANAGEMENT INC$1.2M63,483Added
11ORG Wealth Partners, LLC$1.2M63,254Trimmed
12Capital Investment Advisory Services, LLC$1.1M59,912Added
13Cetera Investment Advisers$1.1M59,422Trimmed
14Royal Bank of Canada$1.1M54,794Added
15Private Advisor Group, LLC$991,14851,703Added
16Cambridge Investment Research Advisors, Inc.$870,00045,370Added
17Atria Investments, Inc$721,79337,652Added
18Perigon Wealth Management, LLC$704,06936,728Trimmed
19Hyundai Investments Co., Ltd.$613,59332,008Added
20OFC FINANCIAL PLANNING, LLC$577,95630,149Trimmed
21NFP Retirement, Inc.$457,12823,846Hold
22OSAIC HOLDINGS, INC.$376,56919,642Added
23Farther Finance Advisors, LLC$343,71817,930Hold
24HRT FINANCIAL LP$325,00016,964New
25Concurrent Investment Advisors, LLC$322,61216,829Trimmed

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