Who Owns PACER FDS TR (PTBD)? -- Institutional Holders (2026-06-30)
60 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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Pacer Advisors, Inc. | $12.5M | 651,535 | Added |
| 2 | LPL Financial LLC | $5.9M | 307,780 | Trimmed |
| 3 | WBI INVESTMENTS, LLC | $3.3M | 170,423 | Added |
| 4 | NewEdge Advisors, LLC | $3.0M | 159,006 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.4M | 124,156 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $2.2M | 113,557 | Trimmed |
| 7 | Forefront Wealth Partners, LLC | $1.5M | 80,150 | Added |
| 8 | Maridea Wealth Management LLC | $1.3M | 68,756 | Added |
| 9 | MORGAN STANLEY | $1.3M | 68,394 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 63,483 | Added |
| 11 | ORG Wealth Partners, LLC | $1.2M | 63,254 | Trimmed |
| 12 | Capital Investment Advisory Services, LLC | $1.1M | 59,912 | Added |
| 13 | Cetera Investment Advisers | $1.1M | 59,422 | Trimmed |
| 14 | Royal Bank of Canada | $1.1M | 54,794 | Added |
| 15 | Private Advisor Group, LLC | $991,148 | 51,703 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $870,000 | 45,370 | Added |
| 17 | Atria Investments, Inc | $721,793 | 37,652 | Added |
| 18 | Perigon Wealth Management, LLC | $704,069 | 36,728 | Trimmed |
| 19 | Hyundai Investments Co., Ltd. | $613,593 | 32,008 | Added |
| 20 | OFC FINANCIAL PLANNING, LLC | $577,956 | 30,149 | Trimmed |
| 21 | NFP Retirement, Inc. | $457,128 | 23,846 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $376,569 | 19,642 | Added |
| 23 | Farther Finance Advisors, LLC | $343,718 | 17,930 | Hold |
| 24 | HRT FINANCIAL LP | $325,000 | 16,964 | New |
| 25 | Concurrent Investment Advisors, LLC | $322,612 | 16,829 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30