PACER FDS TR (MILK)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
10
Reporting holders
$3.0M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $2.6M | 105,484 | 0.01% | 6q | -1.2%-$30.8K |
| Cetera Investment Advisers | $240.2K | 9,762 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $82.0K | 3,333 | 0.00% | new | NEW |
| Regatta Research & Money Management | $49.8K | 2,025 | 0.05% | new | FIRST |
| OSAIC HOLDINGS, INC. | $34.9K | 1,418 | 0.00% | 5q | +94.5%+$17.0K |
| Capital Investment Advisory Services, LLC | $13.9K | 566 | 0.00% | 4q | +41.5%+$4.1K |
| UBS Group AG | $10.7K | 436 | 0.00% | 3q | +336.0%+$8.3K |
| MORGAN STANLEY | $9.0K | 364 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $2.3K | 92 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $718 | 29,208 | 0.00% | 4q | +175.6% |
| FMR LLC | $25 | 1 | 0.00% | 2q | -83.3% |
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 | 10 | $3.0M | 123,481 | 3 | 3 | 2 | 0.0% |
| Q1 2026 | 7 | $3.1M | 129,140 | 1 | 2 | 2 | 0.0% |
| Q4 2025 | 7 | $3.6M | 144,875 | 2 | 2 | 1 | 0.0% |
| Q3 2025 | 5 | $3.0M | 117,656 | 3 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $3.3M | 133,601 | 1 | 2 | 0 | 0.0% |
| Q1 2025 | 4 | $2.3M | 94,561 | 3 | 0 | 1 | 0.0% |
| Q4 2024 | 1 | $1.9M | 78,896 | 1 | 0 | 0 | 0.0% |