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 | Reduced | 309,025 | 16,705 | 0.04% | 0.04% | 1 | -1,274 | -0.41% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 276,222 | 14,932 | 0.0% | 0.0% | 2 | +38,067 | 15.98% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 115,617 | 6,250 | 0.0% | 0.0% | 3 | +2,121 | 1.87% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 95,749 | 5,176 | 0.0% | 0.0% | 4 | -21,805 | -18.55% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 69,422 | 3,800 | 0.07% | 0.11% | 5 | -36,948 | -34.74% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 65,595 | 3,546 | 0.02% | 0.01% | 6 | +17,195 | 35.53% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,032 | 3,407 | 0.01% | 0.01% | 7 | -4,815 | -7.1% | Q1 2026 | May 04, 2026 |
| BNB Wealth Management, LLC | History | Added to | 62,516 | 3,379 | 2.17% | 2.16% | 8 | +1,667 | 2.74% | Q1 2026 | May 13, 2026 |
| Oxbow Advisors, LLC | History | Added to | 61,547 | 3,327 | 0.28% | 0.12% | 9 | +37,079 | 151.54% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,991 | 2,216 | 0.01% | 0.01% | 10 | +166 | 0.41% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 38,605 | 2,086 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 36,886 | 2,081 | 0.9% | 0.95% | 12 | -1,359 | -3.55% | Q1 2026 | Apr 15, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 37,832 | 2,045 | 0.56% | 0.29% | 13 | +17,583 | 86.83% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,858 | 1,560 | 0.02% | 0.02% | 14 | +8,513 | 41.84% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,136 | 1,412 | 0.0% | 0.0% | 15 | -2,376 | -8.33% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,986 | 1,404 | 0.0% | 0.0% | 16 | +2,795 | 12.05% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,704 | 1,335 | 0.0% | 0.0% | 17 | -1,710 | -6.47% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,903 | 1,075 | 0.0% | 0.01% | 18 | -2,518 | -11.23% | Q1 2026 | Apr 30, 2026 |
| Maridea Wealth Management LLC | History | Added to | 15,418 | 833 | 0.12% | 0.03% | 19 | +11,184 | 264.15% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,852 | 586 | 0.0% | — | 20 | +10,852 | New | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Added to | 9,232 | 488 | 0.4% | 0.4% | 21 | +572 | 6.61% | Q1 2026 | Mar 31, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,882 | 480 | 0.02% | 0.01% | 22 | +1,898 | 27.18% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,806 | 476 | 0.02% | — | 23 | +8,806 | New | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 8,227 | 444 | 0.03% | 0.02% | 24 | +1,744 | 26.9% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,942 | 375 | 0.01% | 0.01% | 25 | -143 | -2.02% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 6,497 | 351 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,483 | 350 | 0.0% | 0.0% | 27 | -372 | -5.43% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | New | 6,432 | 347 | 0.01% | — | 28 | +6,432 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,136 | 277 | 0.0% | — | 29 | +5,136 | New | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,896 | 264 | 0.01% | — | 30 | +4,896 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,765 | 257 | 0.01% | 0.01% | 31 | -205 | -4.12% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | No change | 4,298 | 232 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,639 | 142 | 0.0% | 0.0% | 33 | -3 | -0.11% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 983 | 53 | 0.0% | 0.0% | 34 | -576 | -36.95% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 764 | 41 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 746 | 40 | 0.0% | 0.0% | 36 | +4 | 0.54% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 700 | 37 | 0.0% | — | 37 | +700 | New | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 576 | 31 | 0.0% | 0.0% | 38 | +157 | 37.47% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 445 | 24 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 314 | 16 | 0.0% | 0.0% | 40 | +1 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 268 | 14 | 0.01% | — | 41 | +268 | New | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 217 | 11 | 0.0% | 0.0% | 42 | -34 | -13.55% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 206 | 11 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 153 | 8 | 0.0% | — | 45 | +153 | New | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 153 | 8 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 136 | 7 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,256 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,931 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,724 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |