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

45 institutions reported holding $83.5M of PACER FDS TR (HERD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Rockefeller Capital Management L.P. ($14.5M), ENVESTNET ASSET MANAGEMENT INC ($11.9M), LPL Financial LLC ($10.7M), Cetera Investment Advisers ($10.1M), RAYMOND JAMES FINANCIAL INC ($6.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Rockefeller Capital Management L.P.$14.5M308,463Added
2ENVESTNET ASSET MANAGEMENT INC$11.9M253,888Added
3LPL Financial LLC$10.7M226,513Added
4Cetera Investment Advisers$10.1M213,890Added
5RAYMOND JAMES FINANCIAL INC$6.7M142,147Added
6OSAIC HOLDINGS, INC.$5.4M114,492Added
7Clear Creek Financial Management, LLC$3.9M81,998Added
8Centric Wealth Management$3.1M64,907Hold
9D.A. DAVIDSON & CO.$3.0M64,198Added
10Advisory Resource Group$1.8M38,599Trimmed
11Cambridge Investment Research Advisors, Inc.$1.7M35,663Added
12CITADEL ADVISORS LLC$1.7M35,467Trimmed
13Snowden Capital Advisors LLC$869,95318,484Added
14OPPENHEIMER ASSET MANAGEMENT INC.$774,31716,452Trimmed
15JANE STREET GROUP, LLC$681,17514,473New
16Obermeyer Wealth Partners$650,28513,817Trimmed
17Convergence Financial, LLC$634,25013,476Added
18WORLD EQUITY GROUP, INC.$520,68911,064Added
19Kestra Advisory Services, LLC$484,07710,285Trimmed
20Geneos Wealth Management Inc.$425,5999,042Added
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$420,9818,770Hold
22Mariner, LLC$388,1008,246Trimmed
23COZAD ASSET MANAGEMENT INC$381,3868,103Hold
24MML INVESTORS SERVICES, LLC$381,0048,095Added
25BNB Wealth Management, LLC$358,0147,607Added

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