Pacer Funds Trust - BUL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | History | Added to | 325,768 | 19,207 | 0.05% | 0.05% | 1 | +16,743 | 5.42% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 262,743 | 15,491 | 0.0% | 0.0% | 2 | -13,479 | -4.88% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 92,229 | 5,437 | 0.0% | 0.0% | 3 | -3,520 | -3.68% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 88,972 | 5,245 | 0.0% | 0.0% | 4 | -26,645 | -23.05% | Q2 2026 | Sep 23, 2026 |
| Oxbow Advisors, LLC | History | Added to | 70,670 | 4,166 | 0.34% | 0.28% | 5 | +9,123 | 14.82% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 68,331 | 4,028 | 0.0% | 0.0% | 6 | +29,726 | 77.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 68,075 | 4,013 | 0.01% | 0.01% | 7 | +5,043 | 8.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,472 | 3,329 | 0.0% | 0.0% | 8 | +31,768 | 128.59% | Q2 2026 | Aug 14, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 39,052 | 2,302 | 0.57% | 0.56% | 9 | +1,220 | 3.22% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,964 | 2,179 | 0.01% | 0.01% | 10 | -4,027 | -9.82% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,230 | 2,077 | 0.03% | 0.02% | 11 | +6,372 | 22.08% | Q2 2026 | Aug 12, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 37,832 | 2,045 | 0.56% | 0.56% | 12 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 32,739 | 1,930 | 0.74% | 0.9% | 13 | -4,147 | -11.24% | Q2 2026 | Jul 09, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 31,952 | 1,883 | 1.03% | 2.17% | 14 | -30,564 | -48.89% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 30,766 | 1,813 | 0.02% | 0.07% | 15 | -38,656 | -55.68% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,428 | 1,558 | 0.0% | 0.0% | 16 | +442 | 1.7% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,750 | 1,518 | 0.0% | 0.0% | 17 | +5,847 | 29.38% | Q2 2026 | Jul 28, 2026 |
| Bleakley Financial Group, LLC | History | New | 23,454 | 1,382 | 0.02% | — | 18 | +23,454 | New | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 22,059 | 1,300 | 0.0% | 0.0% | 19 | -4,077 | -15.6% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 20,124 | 1,186 | 0.01% | 0.02% | 20 | -45,471 | -69.32% | Q2 2026 | Jul 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 16,853 | 993 | 0.11% | 0.12% | 21 | +1,435 | 9.31% | Q2 2026 | Aug 06, 2026 |
| Sankala Group LLC | History | Added to | 14,516 | 931 | 0.62% | 0.4% | 22 | +5,284 | 57.24% | Q2 2026 | Aug 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,731 | 868 | 0.02% | 0.01% | 23 | +8,299 | 129.03% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,890 | 583 | 0.02% | 0.02% | 24 | +1,008 | 11.35% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 8,855 | 522 | 0.03% | 0.03% | 25 | +628 | 7.63% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,806 | 519 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,749 | 397 | 0.01% | 0.01% | 27 | -193 | -2.78% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 6,497 | 383 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,270 | 369 | 0.0% | 0.0% | 29 | +1,134 | 22.08% | Q2 2026 | Sep 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,638 | 332 | 0.0% | 0.0% | 30 | -845 | -13.03% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,017 | 295 | 0.0% | 0.0% | 31 | +2,378 | 90.11% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | New | 5,000 | 294 | 0.0% | — | 32 | +5,000 | New | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,515 | 266 | 0.0% | 0.01% | 33 | -250 | -5.25% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | Reduced | 4,086 | 240 | 0.01% | 0.01% | 34 | -212 | -4.93% | Q2 2026 | Jul 16, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 3,857 | 227 | 0.01% | 0.01% | 35 | -1,039 | -21.22% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 983 | 57 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 764 | 45 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 700 | 41 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 576 | 33 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 517 | 30 | 0.0% | — | 40 | +517 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 484 | 29 | 0.0% | 0.0% | 41 | -262 | -35.12% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 445 | 26 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 324 | 19 | 0.0% | — | 43 | +324 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 314 | 18 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 217 | 12 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 206 | 12 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 153 | 9 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 136 | 8 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | New | 86 | 5 | 0.0% | — | 50 | +86 | New | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 47 | 2 | 0.0% | — | 51 | +39 | 487.5% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,852 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -268 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |