Who Owns PACER FDS TR (PATN)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $132.6M of PACER FDS TR (PATN) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($27.8M), Advisory Resource Group ($22.0M), RAYMOND JAMES FINANCIAL INC ($10.3M), Cambridge Investment Research Advisors, Inc. ($9.4M), OSAIC HOLDINGS, INC. ($9.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$27.8M746,874Added
2Advisory Resource Group$22.0M591,588Trimmed
3RAYMOND JAMES FINANCIAL INC$10.3M278,098Added
4Cambridge Investment Research Advisors, Inc.$9.4M253,336Added
5OSAIC HOLDINGS, INC.$9.0M241,301Added
6Cetera Investment Advisers$5.4M144,427Added
7TRUIST FINANCIAL CORP$5.2M140,234New
8INDEPENDENT FINANCIAL GROUP, LLC$4.5M121,418New
9Stratos Wealth Advisors, LLC$4.4M117,586Added
10Belpointe Asset Management LLC$4.4M117,340New
11SOUTHERN CAPITAL SERVICES INC /ADV$3.9M104,350New
12FLOW TRADERS U.S. LLC$3.4M92,141Added
13Western Wealth Management, LLC$2.9M78,787New
14BENJAMIN EDWARDS INC$2.5M66,176Trimmed
15HARBOUR INVESTMENTS, INC.$2.4M64,563Added
16ENVESTNET ASSET MANAGEMENT INC$2.4M64,361Trimmed
17NewEdge Advisors, LLC$1.5M41,097New
18Rubicon Advisors, GP$1.4M36,453New
19Mascagni Wealth Management, Inc.$918,81324,716Added
20Fortis Group Advisors, LLC$902,17824,269New
21JANE STREET GROUP, LLC$803,66721,619Trimmed
22OxenFree Capital LLC$681,78019,093New
23Atlas Wealth LLC$672,25618,084New
24Equitable Holdings, Inc.$649,24517,465New
25Steward Partners Investment Advisory, LLC$614,71116,536Added

Source: SEC Form 13F filings · as of 2026-06-30