13FBOX
PACER FDS TR · 13F Institutional Holdings
Options Calculator Rankings
P

PACER FDS TR

PTMC
Institutions
91
Combined AUM (Q2 2026)
$275.0M
Combined Shares (Q2 2026)
6.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+177,773
36 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-508,527
38 · 5 Exit · ≈
⚖️ Net
-330,754
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$275.0M
Institutions
91
New Buys
14
Adds
22
Reduces
33
Exits
5
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WELLS FARGO & COMPANY/MN
0.01%0.01%#42$39.7M948,993$36.7M1.0M-54,588-5.44%Reduce
MORGAN STANLEY
<0.01%<0.01%#56$38.9M930,207$38.3M1.1M-138,305-12.94%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#57$31.4M751,139$30.3M829,453-78,314-9.44%Reduce
Cetera Investment Advisers
0.02%0.02%#32$17.2M410,475$15.3M419,672-9,197-2.19%Reduce
LPL Financial LLC
<0.01%<0.01%#44$16.2M387,601$14.2M388,607-1,006-0.26%Reduce
Pacer Advisors, Inc.
0.04%0.04%#23$12.6M300,102$10.9M298,342+1,760+0.59%Add
INVENIO WEALTH PARTNERS LLC
4.05%3.92%#1$11.3M270,633$9.9M269,758+875+0.32%Add
NewEdge Advisors, LLC
0.03%0.03%#27$10.9M260,944$9.6M263,828-2,884-1.09%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#49$10.4M249,085$8.4M228,402+20,683+9.06%Add
MBL Wealth, LLC
0.64%0.62%#4$9.4M225,795$8.2M224,935+860+0.38%Add
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#30$9.1M217,785$8.3M227,087-9,302-4.10%Reduce
LEVEL FOUR ADVISORY SERVICES, LLC
0.23%0.23%#9$8.2M194,954$7.0M191,713+3,241+1.69%Add
Rockefeller Capital Management L.P.
0.01%0.01%#39$5.9M141,570$5.7M154,870-13,300-8.59%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#67$4.7M111,912$6.1M167,570-55,658-33.21%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#46$4.1M98,987$3.6M98,247+740+0.75%Add
ODonnell Financial Services, LLC
0.97%1.07%#2$3.3M78,766$3.1M84,890-6,124-7.21%Reduce
Geneos Wealth Management Inc.
0.06%0.06%#22$2.9M69,573$2.6M70,215-642-0.91%Reduce
UBS Group AG
<0.01%<0.01%#72$2.7M65,097$2.5M69,624-4,527-6.50%Reduce
Sanctuary Advisors, LLC
0.01%0.01%#38$2.4M56,455$2.1M56,280+175+0.31%Add
WBI INVESTMENTS, LLC
0.51%0.58%#5$2.1M49,089$2.0M53,748-4,659-8.67%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#53$2.0M48,082$1.6M43,359+4,723+10.89%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#71$2.0M47,513$1.7M47,289+224+0.47%Add
MILLINGTON SECURITIES, LLC
0.74%#3$2.0M53,748$00+53,748New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#55$1.8M42,235$1.6M44,245-2,010-4.54%Reduce
Empirical Finance, LLC
0.07%0.08%#19$1.6M38,106$1.8M48,411-10,305-21.29%Reduce
Whitaker-Myers Wealth Managers, LTD.
0.23%0.26%#8$1.4M33,515$1.3M35,464-1,949-5.50%Reduce
Maridea Wealth Management LLC
0.14%0.17%#14$1.3M31,902$1.2M32,043-141-0.44%Reduce
Meridian Wealth Advisors, LLC
0.15%0.15%#13$1.3M31,037$1.1M31,03700.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#78$1.3M30,218$783,47621,424+8,794+41.05%Add
Tyche Wealth Partners LLC
0.12%0.11%#15$846,88620,246$740,39220,24600.00%Unchanged
Bryn Mawr Trust Advisors, LLC
0.04%0.04%#24$824,11819,702$721,82619,738-36-0.18%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#51$817,30119,539$679,70918,587+952+5.12%Add
B. Riley Wealth Advisors, Inc.
0.04%0.04%#25$666,60316,086$588,03616,541-455-2.75%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#48$644,22615,401$583,84015,965-564-3.53%Reduce
Legacy Trust
0.11%0.11%#16$639,37215,285$558,97215,28500.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#63$614,53614,691$444,93112,167+2,524+20.74%Add
Capital Investment Advisory Services, LLC
0.04%0.04%#26$573,02913,699$489,45313,384+315+2.35%Add
UNIQUE WEALTH, LLC
0.07%#20$564,87213,504$00+13,504New Buy
ADE, LLC
0.23%0.24%#10$535,54412,803$490,25613,406-603-4.50%Reduce
Retirement Planning Group, LLC
0.01%0.01%#35$511,33012,224$447,03212,22400.00%Unchanged
Concurrent Investment Advisors, LLC
<0.01%0.01%#43$488,44911,677$477,38513,054-1,377-10.55%Reduce
WADDELL & ASSOCIATES, LLC
0.02%0.02%#28$483,99111,570$423,13111,57000.00%Unchanged
Strategic Financial Partners, Ltd.
0.17%0.16%#12$440,75710,536$377,83710,331+205+1.98%Add
FOCUSED ALPHA, LLC
0.11%0.12%#17$439,71710,512$393,16410,751-239-2.22%Reduce
&PARTNERS
<0.01%<0.01%#59$412,7699,868$362,6579,917-49-0.49%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#40$412,3199,857$00+9,857New Buy
GeoWealth Management, LLC
0.01%0.01%#36$408,9609,777$332,2389,086+691+7.61%Add
J2 Capital Management Inc
0.27%0.33%#6$405,5009,694$483,60213,224-3,530-26.69%Reduce
J.W. COLE ADVISORS, INC.
0.01%#41$395,2849,450$00+9,450New Buy
Gimbal Financial
0.24%#7$389,9399,322$00+9,322New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow