PACER FDS TR (ECOW)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
61
Reporting holders
$139.2M
Reported value
0.0%
Held as options
+8
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 | $27.4M | 1,033,706 | 0.01% | 13q | +30.9%+$6.5M |
| Marks Group Wealth Management, Inc | $12.8M | 481,889 | 1.11% | 3q | +32.2%+$3.1M |
| Copley Financial Group, Inc. | $12.1M | 457,707 | 7.34% | 8q | +2.9%+$343.3K |
| ROYAL BANK OF CANADA | $9.8M | 369,321 | 0.00% | 12q | +4.5%+$421.0K |
| Heck Capital Advisors, LLC | $7.3M | 275,182 | 0.44% | 11q | -0.8%-$60.6K |
| Ameritas Advisory Services, LLC | $6.3M | 239,109 | 0.13% | 3q | +44.6%+$2.0M |
| American Alpha Advisors, LLC | $6.3M | 237,822 | 3.41% | 8q | +16.0%+$869.1K |
| OSAIC HOLDINGS, INC. | $6.1M | 229,153 | 0.01% | 23q | HELD |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.8M | 217,633 | 2.49% | 15q | -21.7%-$1.6M |
| Rockefeller Capital Management L.P. | $5.5M | 208,113 | 0.01% | 15q | +2.2%+$120.8K |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 144,412 | 0.00% | 7q | +21.5%+$676.5K |
| OLD MISSION CAPITAL LLC | $2.9M | 107,671 | 0.05% | 12q | +92.2%+$1.4M |
| PRIVATE CLIENT SERVICES, LLC | $2.8M | 106,663 | 0.74% | 6q | -30.8%-$1.3M |
| Equitable Holdings, Inc. | $2.7M | 100,888 | 0.02% | 14q | +7.2%+$180.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 98,476 | 0.00% | 16q | +5.3%+$131.0K |
| Stratos Wealth Partners, LTD. | $2.4M | 90,690 | 0.02% | 4q | +13.0%+$276.0K |
| CIBC WORLD MARKET INC. | $2.2M | 81,377 | 0.00% | 5q | +8.1%+$161.0K |
| Belpointe Asset Management LLC | $2.0M | 75,911 | 0.07% | 14q | +12.7%+$227.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 73,645 | 0.00% | 11q | +9.2%+$168.9K |
| Cetera Investment Advisers | $1.5M | 55,708 | 0.00% | 10q | +26.0%+$305.2K |
| CreativeOne Wealth, LLC | $1.5M | 55,091 | 0.03% | 2q | +60.2%+$549.0K |
| Colonial River Investments, LLC | $1.5M | 54,902 | 0.41% | new | NEW |
| RFG Advisory, LLC | $1.3M | 50,265 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $1.3M | 47,171 | 0.00% | 14q | +2.8%+$34.2K |
| Baird Financial Group, Inc. | $1.3M | 47,154 | 0.00% | 7q | +1.2%+$14.7K |
| Fearless Solutions, LLC dba Best Invest | $1.2M | 45,320 | 0.63% | 7q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 40,266 | 0.02% | 6q | +26.4%+$223.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $890.2K | 33,564 | 0.04% | 10q | +2.6%+$22.8K |
| JANE STREET GROUP, LLC | $814.1K | 30,695 | 0.00% | new | NEW |
| Tripletail Wealth Management, LLC | $573.5K | 21,531 | 0.66% | 5q | +3.3%+$18.3K |
| Sankala Group LLC | $545.7K | 20,106 | 0.36% | 3q | +11.7%+$57.0K |
| Kestra Advisory Services, LLC | $503.0K | 18,965 | 0.00% | 3q | +42.4%+$149.7K |
| Unified Investment Management | $432.2K | 16,297 | 0.40% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $373.4K | 14,081 | 0.00% | 10q | HELD |
| Perissos Private Wealth Management, LLC | $275.1K | 10,372 | 0.19% | new | NEW |
| Plan Group Financial, LLC | $268.0K | 10,104 | 0.06% | new | NEW |
| Onyx Bridge Wealth Group LLC | $203.5K | 7,672 | 0.02% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $198.1K | 7,469 | 0.00% | 14q | +14.0%+$24.3K |
| Integrated Wealth Concepts LLC | $159.4K | 6,008 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $118.3K | 4,460 | 0.01% | 2q | +21.7%+$21.1K |
| Farther Finance Advisors, LLC | $91.3K | 3,442 | 0.00% | 5q | +9.7%+$8.1K |
| Copia Wealth Management | $46.5K | 1,755 | 0.03% | 7q | HELD |
| MORGAN STANLEY | $45.2K | 1,705 | 0.00% | 11q | HELD |
| Key Financial Inc | $42.3K | 1,595 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $35.8K | 1,350 | 0.00% | 14q | HELD |
| Bogart Wealth, LLC | $29.9K | 1,127 | 0.00% | 15q | HELD |
| Noble Wealth Management PBC | $26.5K | 1,000 | 0.01% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $21.9K | 828 | 0.00% | 12q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $19.0K | 718 | 0.00% | new | NEW |
| IFP Advisors, Inc | $19.0K | 717 | 0.00% | 18q | HELD |
| FMR LLC | $16.0K | 603 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.0K | 565 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $14.6K | 552 | 0.00% | 2q | HELD |
| Highland Investment Advisors LLC | $12.1K | 455 | 0.01% | new | FIRST |
| AlphaCore Capital LLC | $11.3K | 427 | 0.00% | 6q | HELD |
| BlackRock, Inc. | $8.0K | 300 | 0.00% | new | NEW |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $6.9K | 260 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $4.1K | 153 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $4.0K | 150 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $3.2K | 122 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 77,064 | 0.00% | 5q | +132.8%+$1.2K |
| Thrivent Financial for Lutherans | $285 | 10,750 | 0.00% | 4q | -39.5% |
| WELLS FARGO & COMPANY/MN | $25 | 1 | 0.00% | 15q | -99.6%-$6.4K |
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 | 61 | $139.2M | 5,244,394 | 13 | 27 | 4 | 0.0% |
| Q1 2026 | 53 | $125.2M | 4,701,393 | 10 | 23 | 13 | 0.0% |
| Q4 2025 | 48 | $90.8M | 3,713,712 | 6 | 18 | 14 | 0.0% |
| Q3 2025 | 44 | $74.1M | 3,038,598 | 3 | 21 | 12 | 0.0% |
| Q2 2025 | 49 | $70.9M | 3,206,817 | 4 | 17 | 15 | 0.0% |
| Q1 2025 | 50 | $60.2M | 2,948,028 | 7 | 21 | 16 | 0.0% |
| Q4 2024 | 46 | $61.7M | 3,177,387 | 3 | 15 | 18 | 0.0% |
| Q3 2024 | 48 | $74.1M | 3,378,196 | 2 | 18 | 19 | 0.0% |
| Q2 2024 | 46 | $70.8M | 3,482,706 | 5 | 21 | 14 | 0.0% |
| Q1 2024 | 43 | $60.0M | 2,979,449 | 7 | 21 | 8 | 0.0% |
| Q4 2023 | 44 | $46.1M | 2,304,871 | 11 | 16 | 9 | 0.0% |
| Q3 2023 | 35 | $33.8M | 1,763,989 | 9 | 14 | 7 | 0.0% |
| Q2 2023 | 31 | $31.1M | 1,598,643 | 6 | 10 | 9 | 0.0% |
| Q1 2023 | 25 | $29.4M | 1,528,290 | 12 | 6 | 3 | 0.0% |
| Q4 2022 | 14 | $15.4M | 835,932 | 8 | 3 | 1 | 0.0% |
| Q3 2022 | 9 | $7.6M | 459,751 | 1 | 4 | 1 | 0.0% |
| Q2 2022 | 10 | $7.0M | 357,189 | 1 | 4 | 3 | 0.0% |
| Q1 2022 | 10 | $8.2M | 342,603 | 5 | 1 | 2 | 0.0% |
| Q4 2021 | 7 | $6.5M | 263,851 | 2 | 2 | 1 | 0.0% |
| Q3 2021 | 9 | $7.4M | 301,562 | 2 | 3 | 2 | 0.0% |
| Q2 2021 | 7 | $8.2M | 307,768 | 2 | 2 | 2 | 0.0% |
| Q1 2021 | 5 | $1.7M | 67,607 | 1 | 2 | 0 | 0.0% |
| Q4 2020 | 4 | $625.0K | 26,184 | 2 | 0 | 2 | 0.0% |
| Q3 2020 | 2 | $1.0M | 50,769 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $102.0K | 5,150 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $1.1M | 63,411 | 0 | 2 | 0 | 0.0% |
| Q4 2019 | 2 | $375.0K | 14,759 | 0 | 1 | 1 | 0.0% |
| Q3 2019 | 2 | $2.4M | 99,150 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $2.4M | 97,540 | 2 | 0 | 0 | 0.0% |