PACER FDS TR (BUL)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
50
Reporting holders
$65.7M
Reported value
0.4%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $15.5M | 262,743 | 0.00% | 14q | -4.9%-$794.7K |
| RAYMOND JAMES FINANCIAL INC | $5.4M | 92,229 | 0.00% | 7q | -3.7%-$207.5K |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 88,972 | 0.00% | 11q | -23.0%-$1.6M |
| Oxbow Advisors, LLC | $4.2M | 70,670 | 0.34% | 3q | +14.8%+$537.9K |
| GOLDMAN SACHS GROUP INC | $4.0M | 68,331 | 0.00% | 3q | +77.0%+$1.8M |
| MML INVESTORS SERVICES, LLC | $4.0M | 68,075 | 0.01% | 15q | +8.0%+$297.3K |
| OSAIC HOLDINGS, INC. | $3.3M | 56,472 | 0.00% | 21q | +128.6%+$1.9M |
| WBI INVESTMENTS, LLC | $2.3M | 39,052 | 0.57% | 6q | +3.2%+$71.9K |
| HARBOUR INVESTMENTS, INC. | $2.1M | 35,230 | 0.03% | 7q | +22.1%+$375.7K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $1.9M | 32,739 | 0.74% | 3q | -11.2%-$244.5K |
| BNB Wealth Management, LLC | $1.9M | 31,952 | 1.03% | 3q | -48.9%-$1.8M |
| Modern Wealth Management, LLC | $1.8M | 30,766 | 0.02% | 11q | -55.7%-$2.3M |
| HighTower Advisors, LLC | $1.6M | 26,428 | 0.00% | 16q | +1.7%+$26.1K |
| Kestra Advisory Services, LLC | $1.5M | 25,750 | 0.00% | 7q | +29.4%+$344.7K |
| Bleakley Financial Group, LLC | $1.4M | 23,454 | 0.02% | new | NEW |
| Cetera Investment Advisers | $1.3M | 22,059 | 0.00% | 10q | -15.6%-$240.4K |
| DAVENPORT & Co LLC | $1.2M | 20,124 | 0.01% | 9q | -69.3%-$2.7M |
| Maridea Wealth Management LLC | $993.7K | 16,853 | 0.11% | 4q | +9.3%+$84.6K |
| Sankala Group LLC | $931.1K | 14,516 | 0.62% | 3q | +57.2%+$338.9K |
| IHT Wealth Management, LLC | $868.5K | 14,731 | 0.02% | 2q | +129.0%+$489.3K |
| Integrated Wealth Concepts LLC | $739.4K | 12,540 | 0.00% | 2q | +144.2%+$436.5K |
| Gladstone Institutional Advisory LLC | $583.1K | 9,890 | 0.02% | 5q | +11.3%+$59.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $519.2K | 8,806 | 0.02% | 2q | HELD |
| Savvy Advisors, Inc. | $397.9K | 6,749 | 0.01% | 6q | -2.8%-$11.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $332.4K | 5,638 | 0.00% | 15q | -13.0%-$49.8K |
| Rockefeller Capital Management L.P. | $295.8K | 5,017 | 0.00% | 4q | +90.1%+$140.2K |
| Belvedere Trading LLC | $294.8K | options only | 0.00% | new | OPTIONS |
| INDEPENDENT FINANCIAL GROUP, LLC | $266.2K | 4,515 | 0.00% | 6q | -5.2%-$14.7K |
| PFG Advisors | $240.9K | 4,086 | 0.01% | 6q | -4.9%-$12.5K |
| HighPoint Advisor Group LLC | $227.4K | 3,857 | 0.01% | 3q | -21.2%-$61.3K |
| BlackRock, Inc. | $58.0K | 983 | 0.00% | 7q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.0K | 764 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $41.3K | 700 | 0.00% | 2q | HELD |
| FMR LLC | $34.0K | 576 | 0.00% | 5q | HELD |
| Ameritas Advisory Services, LLC | $30.5K | 517 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $29.0K | 484 | 0.00% | 4q | -35.1%-$15.7K |
| Steward Partners Investment Advisory, LLC | $26.2K | 445 | 0.00% | 7q | HELD |
| Pacer Advisors, Inc. | $19.2K | 325,768 | 0.05% | 20q | +5.4% |
| COMPASS FINANCIAL MANAGEMENT LLC | $19.1K | 324 | 0.00% | new | FIRST |
| IFP Advisors, Inc | $18.5K | 314 | 0.00% | 5q | HELD |
| Russell Investments Group, Ltd. | $12.8K | 217 | 0.00% | 4q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.2K | 206 | 0.00% | 3q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $9.0K | 153 | 0.00% | 15q | HELD |
| ASSETMARK, INC | $8.0K | 136 | 0.00% | 9q | HELD |
| Geneos Wealth Management Inc. | $5.9K | 100 | 0.00% | 16q | HELD |
| UBS Group AG | $5.1K | 86 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.4K | 73,928 | 0.00% | 10q | +80.4%+$1.9K |
| AE Wealth Management LLC | $2.8K | 47 | 0.00% | 2q | +487.5%+$2.3K |
| Founders Capital Management | $591 | 10 | 0.00% | 7q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $522 | 8,855 | 0.03% | 3q | +7.6% |
| Capital Analysts, LLC | $383 | 6,497 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $236 | 4 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $32 | 1 | 0.00% | 14q | -50.0% |
| Dogwood Wealth Management LLC | $19 | 0 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 50 | $65.7M | 1,108,311 | 5 | 15 | 15 | 0.4% |
| Q1 2026 | 49 | $81.0M | 1,496,029 | 7 | 13 | 13 | 0.0% |
| Q4 2025 | 45 | $76.4M | 1,385,381 | 9 | 14 | 11 | 0.0% |
| Q3 2025 | 39 | $59.8M | 1,142,008 | 7 | 13 | 9 | 0.0% |
| Q2 2025 | 37 | $52.0M | 1,055,351 | 8 | 6 | 15 | 0.0% |
| Q1 2025 | 32 | $47.7M | 1,085,250 | 4 | 14 | 6 | 0.0% |
| Q4 2024 | 28 | $46.6M | 1,005,865 | 10 | 4 | 8 | 0.0% |
| Q3 2024 | 21 | $46.6M | 1,011,730 | 0 | 9 | 7 | 0.0% |
| Q2 2024 | 29 | $43.8M | 1,031,519 | 8 | 4 | 9 | 0.0% |
| Q1 2024 | 23 | $40.0M | 940,506 | 6 | 6 | 5 | 0.0% |
| Q4 2023 | 23 | $28.7M | 784,349 | 6 | 3 | 6 | 0.0% |
| Q3 2023 | 18 | $21.9M | 613,100 | 2 | 4 | 7 | 0.0% |
| Q2 2023 | 16 | $20.9M | 606,221 | 0 | 7 | 5 | 0.0% |
| Q1 2023 | 24 | $27.4M | 790,726 | 10 | 5 | 7 | 0.0% |
| Q4 2022 | 21 | $25.1M | 697,254 | 10 | 7 | 2 | 0.0% |
| Q3 2022 | 16 | $11.2M | 352,046 | 6 | 4 | 3 | 0.0% |
| Q2 2022 | 13 | $5.0M | 153,726 | 6 | 2 | 3 | 0.0% |
| Q1 2022 | 6 | $3.8M | 94,554 | 4 | 1 | 1 | 0.0% |
| Q4 2021 | 6 | $17.6M | 406,383 | 3 | 2 | 1 | 0.0% |
| Q3 2021 | 4 | $1.5M | 38,907 | 1 | 2 | 1 | 0.0% |
| Q2 2021 | 4 | $443.4K | 11,529 | 2 | 2 | 0 | 0.0% |
| Q1 2021 | 3 | $643.6K | 18,043 | 2 | 1 | 0 | 0.0% |
| Q4 2020 | 1 | $277.0K | 8,487 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $243.0K | 8,767 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 1 | $478.0K | 18,706 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 3 | $287.0K | 13,447 | 1 | 1 | 1 | 0.0% |
| Q4 2019 | 2 | $266.0K | 10,259 | 0 | 0 | 2 | 0.0% |
| Q3 2019 | 2 | $503.0K | 20,617 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $496.0K | 20,216 | 1 | 0 | 0 | 0.0% |