Who Owns PACER (PTNQ)? -- Institutional Holders (2026-06-30)

178 institutions reported holding $801.8M of PACER (PTNQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($117.9M), RAYMOND JAMES FINANCIAL INC ($89.6M), BANK OF AMERICA CORP /DE/ ($78.2M), MORGAN STANLEY ($78.2M), WELLS FARGO & COMPANY/MN ($44.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$117.9M1.3MTrimmed
2RAYMOND JAMES FINANCIAL INC$89.6M1.0MAdded
3BANK OF AMERICA CORP /DE/$78.2M882,447Trimmed
4MORGAN STANLEY$78.2M881,718Added
5WELLS FARGO & COMPANY/MN$44.8M505,099Trimmed
6Cetera Investment Advisers$39.8M448,548Trimmed
7Cambridge Investment Research Advisors, Inc.$37.4M422,014Trimmed
8One Capital Management, LLC$19.5M266,942Hold
9UBS Group AG$18.8M212,251Trimmed
10Geneos Wealth Management Inc.$16.9M190,230Added
11NewEdge Advisors, LLC$14.1M158,702Added
12OSAIC HOLDINGS, INC.$13.3M150,030Added
13Royal Bank of Canada$13.2M148,597Trimmed
14Pacer Advisors, Inc.$12.9M145,423Added
15Rockefeller Capital Management L.P.$11.6M130,523Trimmed
16Steward Partners Investment Advisory, LLC$11.5M129,221Trimmed
17MY Wealth Management Inc.$11.0M123,970New
18LEVEL FOUR ADVISORY SERVICES, LLC$10.4M117,178Added
19Bullock Wealth Management Group$8.7M99,592Added
20COMMONWEALTH EQUITY SERVICES, LLC$8.1M91,208Trimmed
21ENVESTNET ASSET MANAGEMENT INC$5.9M66,984Trimmed
22Kestra Advisory Services, LLC$5.8M65,941Trimmed
23MBL Wealth, LLC$5.7M63,893Trimmed
24STIFEL FINANCIAL CORP$5.2M58,881Trimmed
25Prospera Financial Services Inc$5.0M56,452Added

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