HolderBook

PACER FDS TR (INDS)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

66
Reporting holders
$67.3M
Reported value
0.0%
Held as options
-7
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

FilerValueShares Their book Held Change
MORGAN STANLEY$7.1M176,8220.00%26qHELD
BANK OF AMERICA CORP /DE/$6.5M162,6280.00%31q-3.8%-$256.2K
RAYMOND JAMES FINANCIAL INC$6.3M157,3260.00%7q+9.7%+$560.9K
Clark Capital Management Group, Inc.$5.5M137,0560.03%5q+32.5%+$1.4M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.9M122,5340.00%20q-2.6%-$130.6K
LPL Financial LLC$3.7M92,2610.00%26q+8.0%+$273.3K
Advisory Resource Group$3.6M89,2920.54%11qHELD
CASTLE WEALTH MANAGEMENT LLC$3.3M83,0960.99%17qHELD
ENVESTNET ASSET MANAGEMENT INC$2.9M71,5060.00%27q+29.7%+$659.0K
COMMONWEALTH EQUITY SERVICES, LLC$2.5M62,7760.00%24q-9.4%-$261.2K
Summit Financial, LLC$1.8M45,4150.02%4q+9.3%+$155.1K
ROYAL BANK OF CANADA$1.5M38,2880.00%31q-1.2%-$19.3K
INVENIO WEALTH PARTNERS LLC$1.5M37,2090.54%7q+1.6%+$22.8K
Haven Private, LLC$1.4M35,7030.55%7q+10.8%+$139.8K
SCOTIA CAPITAL INC.$1.4M35,3890.01%23q-1.3%-$18.7K
Cetera Investment Advisers$1.4M34,7810.00%19q-66.4%-$2.8M
BARD ASSOCIATES INC$1.2M28,6510.26%15q+31.6%+$276.4K
Cornerstone Management, Inc.$1.1M27,7050.16%20qHELD
OSAIC HOLDINGS, INC.$945.7K23,5020.00%26q+172.4%+$598.5K
Burns Matteson Capital Management, LLC$933.7K23,2210.29%11q-1.7%-$16.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$809.7K20,1370.00%3qHELD
Stelac Advisory Services LLC$678.5K16,8740.13%2qHELD
GTS SECURITIES LLC$586.0K14,5750.01%newNEW
Sound Financial Strategies Group, LLC$551.9K13,7250.35%6q+2.2%+$11.9K
Next Level Wealth Planning, LLC$522.2K12,9880.23%7q+1.8%+$9.3K
Private Advisor Group, LLC$437.7K10,8850.00%26q-11.1%-$54.8K
Sterling Group Wealth Management, LLC$425.7K10,5860.17%9qHELD
PRINCIPAL SECURITIES, INC.$410.3K10,2040.00%2q+38.6%+$114.2K
JANE STREET GROUP, LLC$344.8K8,5740.00%12q-90.1%-$3.1M
Compound Planning, Inc.$335.3K8,3390.01%10q-6.8%-$24.4K
Bright Futures Wealth Management, LLC.$328.0K8,1560.21%4q+11.5%+$33.9K
Main Line Retirement Advisors, LLC$307.3K7,6420.14%12qHELD
INDEPENDENT FINANCIAL GROUP, LLC$288.7K7,1810.01%5q-54.3%-$343.5K
UBS Group AG$286.6K7,1270.00%27q-26.0%-$100.7K
PARTNERS CAPITAL INVESTMENT GROUP, LLP$255.9K6,3650.01%17qHELD
Rothschild Wealth LLC$244.3K6,0750.02%5qHELD
WELLS FARGO & COMPANY/MN$131.5K3,2710.00%16q-51.0%-$136.9K
Allworth Financial LP$121.2K3,0140.00%7q-12.4%-$17.2K
HARBOUR INVESTMENTS, INC.$120.5K2,9960.00%21qHELD
Aptus Capital Advisors, LLC$103.7K2,5790.00%10qHELD
FIFTH THIRD BANCORP$65.6K1,6310.00%2q-2.0%-$1.3K
Farther Finance Advisors, LLC$54.8K1,3620.00%15q+7.4%+$3.8K
Rockefeller Capital Management L.P.$39.1K9720.00%4q+5.1%+$1.9K
Global Retirement Partners, LLC$26.2K6520.00%4q+95.8%+$12.8K
Integrated Wealth Concepts LLC$21.4K5310.00%newNEW
FMR LLC$20.6K5130.00%19q+94.3%+$10.0K
Ascentis Wealth Management, LLC$19.2K6,5580.00%2q+4024.5%+$18.7K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$15.2K3790.00%6q-1.8%
Golden State Wealth Management, LLC$14.9K3700.00%6q-12.9%-$2.2K
Steward Partners Investment Advisory, LLC$14.8K3670.00%10qHELD
MATHER GROUP, LLC.$11.9K2950.00%2q-35.4%-$6.5K
Copia Wealth Management$10.9K2720.01%7qHELD
FIDUCIARY FINANCIAL ADVISORS$8.8K2200.00%newNEW
ASSETMARK, INC$6.7K1670.00%3q+1570.0%+$6.3K
Keating Financial Advisory Services, Inc.$4.4K1110.00%3q-1.8%
Geneos Wealth Management Inc.$4.2K1050.00%19qHELD
Caitlin John, LLC$3.8K950.00%4qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$3.5K870.00%19qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.2K800.00%3qHELD
WealthShield Partners, LLC$2.7K670.00%7q+42.6%
Cambridge Investment Research Advisors, Inc.$2.5K60,9500.00%25q+83.9%+$1.1K
Planning Strategies Inc.$2.2K540.00%newFIRST
FLOW TRADERS U.S. LLC$1.9K46,1740.08%8q+23.6%
PRIVATE TRUST CO NA$1.9K460.00%5q+70.4%
MERCER GLOBAL ADVISORS INC /ADV$1.3K320.00%newNEW
Signature Equity Partners, LLC$1.2K300.00%3qHELD
Cornerstone Planning Group LLC$622150.00%4q-31.8%
1620 INVESTMENT ADVISORS, INC.$442110.00%9qHELD
PARK AVENUE SECURITIES LLC$42010,4450.00%2q+39.8%
CoreCap Advisors, LLC$28170.00%10qHELD
HANTZ FINANCIAL SERVICES, INC.$51300.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202666$67.3M1,674,925420200.0%
Q1 202673$64.2M1,747,5451423210.0%
Q4 202568$62.4M1,698,813918210.0%
Q3 202561$56.9M1,518,29893280.0%
Q2 202560$65.3M1,764,2971013210.0%
Q1 202556$67.0M1,811,950617210.0%
Q4 202463$69.5M1,967,5931015250.0%
Q3 202458$108.3M2,503,186315270.0%
Q2 202461$100.3M2,651,3341016200.0%
Q1 202465$125.3M3,153,865823170.0%
Q4 202365$117.5M2,810,751918190.0%
Q3 202370$92.6M2,637,359817290.0%
Q2 202374$108.3M2,764,7171120190.0%
Q1 202373$105.7M2,593,936916250.6%
Q4 202280$108.3M2,981,8781618280.6%
Q3 202281$103.0M2,917,5741119280.0%
Q2 202289$131.9M3,231,200931260.0%
Q1 2022106$225.1M4,423,2202340240.0%
Q4 202193$230.2M4,096,8853231140.0%
Q3 202157$117.3M2,674,740142180.0%
Q2 202149$108.3M2,510,645920130.0%
Q1 202143$97.3M2,503,60582440.0%
Q4 202037$80.8M2,195,43091580.0%
Q3 202028$53.5M1,591,83181350.0%
Q2 202024$27.8M866,23210930.0%
Q1 202016$19.4M681,4386610.0%
Q4 201915$20.2M608,0497510.0%
Q3 20199$11.9M366,7642510.0%
Q2 20197$6.4M206,1841410.0%
Q1 20196$1.5M51,8291210.0%
Q4 20185$1.3M54,8680000.0%