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

PACER FDS TR

PATN
Institutions
45
Combined AUM (Q2 2026)
$132.6M
Combined Shares (Q2 2026)
3.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
35 · 22 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-260,383
9 · 4 Exit · ≈
⚖️ Net
+1.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$132.6M
Institutions
45
New Buys
22
Adds
13
Reduces
5
Exits
4
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%<0.01%#25$27.8M746,874$288,57410,156+736,718+7,254.02%Add
Advisory Resource Group
3.31%3.07%#1$22.0M591,588$17.8M628,077-36,489-5.81%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#32$10.3M278,098$259,1659,121+268,977+2,948.99%Add
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#20$9.4M253,336$6.3M221,644+31,692+14.30%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#23$9.0M241,301$5.6M198,472+42,829+21.58%Add
Cetera Investment Advisers
<0.01%<0.01%#27$5.4M144,427$2.1M74,791+69,636+93.11%Add
TRUIST FINANCIAL CORP
0.01%#26$5.2M140,234$00+140,234New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.08%#15$4.5M121,418$00+121,418New Buy
Stratos Wealth Advisors, LLC
0.24%0.2%#7$4.4M117,586$3.2M113,497+4,089+3.60%Add
Belpointe Asset Management LLC
0.14%#10$4.4M117,340$00+117,340New Buy
SOUTHERN CAPITAL SERVICES INC /ADV
2.18%#2$3.9M104,350$00+104,350New Buy
FLOW TRADERS U.S. LLC
0.14%0.04%#11$3.4M92,141$1.3M44,010+48,131+109.36%Add
Western Wealth Management, LLC
0.1%#14$2.9M78,787$00+78,787New Buy
BENJAMIN EDWARDS INC
0.02%0.02%#19$2.5M66,176$2.3M82,103-15,927-19.40%Reduce
HARBOUR INVESTMENTS, INC.
0.03%0.02%#17$2.4M64,563$1.1M39,580+24,983+63.12%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#39$2.4M64,361$3.2M111,507-47,146-42.28%Reduce
NewEdge Advisors, LLC
<0.01%#28$1.5M41,097$00+41,097New Buy
Rubicon Advisors, GP
0.99%#3$1.4M36,453$00+36,453New Buy
Mascagni Wealth Management, Inc.
0.57%0.44%#4$918,81324,716$621,44521,871+2,845+13.01%Add
Fortis Group Advisors, LLC
0.14%#9$902,17824,269$00+24,269New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#44$803,66721,619$1.8M63,229-41,610-65.81%Reduce
OxenFree Capital LLC
0.31%#5$681,78019,093$00+19,093New Buy
Atlas Wealth LLC
0.1%#13$672,25618,084$00+18,084New Buy
Equitable Holdings, Inc.
<0.01%#29$649,24517,465$00+17,465New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#30$614,71116,536$317,49911,174+5,362+47.99%Add
Sovran Advisors, LLC
0.04%0.03%#16$538,43716,112$414,88112,803+3,309+25.85%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#37$524,15014,100$00+14,100New Buy
Private Advisor Group, LLC
<0.01%#34$493,24613,268$00+13,268New Buy
Optivise Advisory Services LLC
0.24%#8$469,11812,619$00+12,619New Buy
Sankala Group LLC
0.28%#6$420,98811,906$00+11,906New Buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.02%#24$318,7368,800$255,0148,80000.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%<0.01%#21$303,7128,170$62,5112,200+5,970+271.36%Add
Advisory Services Network, LLC
<0.01%<0.01%#31$272,4687,330$36,9131,299+6,031+464.28%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#41$255,5577,065$380,43013,307-6,242-46.91%Reduce
Kestra Advisory Services, LLC
<0.01%#36$246,5026,631$00+6,631New Buy
Signature Equity Partners, LLC
0.11%#12$245,9736,617$00+6,617New Buy
MML INVESTORS SERVICES, LLC
<0.01%#40$244,8806,587$00+6,587New Buy
Triumph Capital Management
0.03%#18$149,7004,027$00+4,027New Buy
Founders Financial Alliance, LLC
0.01%#22$81,7832,200$00+2,200New Buy
MORGAN STANLEY
<0.01%#45$37,1741,000$00+1,000New Buy
Golden State Wealth Management, LLC
<0.01%<0.01%#35$23,444630$17,90163000.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#38$19,516525$14,91752500.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#43$9,306250$7,24525000.00%Unchanged
Key Capital Management, INC
<0.01%<0.01%#33$5,063136$3,86413600.00%Unchanged
TD Capital Management LLC
<0.01%#42$4,944133$00+133New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow