PACER FDS TR (LCOW)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
12
Reporting holders
$10.4M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | $7.0M | 274,293 | 0.01% | 5q | +20.0%+$1.2M |
| Cetera Investment Advisers | $1.1M | 41,832 | 0.00% | 4q | +1.8%+$19.4K |
| ENVESTNET ASSET MANAGEMENT INC | $518.9K | 20,255 | 0.00% | 5q | +22.4%+$94.9K |
| CITADEL ADVISORS LLC | $499.7K | 19,505 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $424.8K | 16,581 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $347.9K | 13,580 | 0.00% | 3q | +5.3%+$17.5K |
| SMITH, MOORE & CO. | $330.1K | 12,886 | 0.02% | 4q | +5.3%+$16.6K |
| TRUST CO OF TOLEDO NA /OH/ | $106.0K | 4,136 | 0.01% | new | NEW |
| MORGAN STANLEY | $36.7K | 1,431 | 0.00% | new | NEW |
| Sankala Group LLC | $26.2K | 990 | 0.02% | 3q | +9.0%+$2.2K |
| TRUST CO OF VERMONT | $11.7K | 458 | 0.00% | new | NEW |
| IFP Advisors, Inc | $641 | 25 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | TRUIST FINANCIAL CORP | 26.8% |
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 | 12 | $10.4M | 405,972 | 6 | 6 | 0 | 0.0% |
| Q1 2026 | 8 | $7.0M | 313,476 | 2 | 5 | 1 | 0.0% |
| Q4 2025 | 8 | $11.0M | 457,564 | 2 | 5 | 0 | 0.0% |
| Q3 2025 | 6 | $9.7M | 415,411 | 3 | 3 | 0 | 0.0% |
| Q2 2025 | 3 | $8.0M | 365,641 | 3 | 0 | 0 | 0.0% |