Pacer Funds Trust - BUL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 310,299 | 17,094 | 0.04% | 0.04% | 1 | -20,612 | -6.23% | Q4 2025 | Feb 24, 2026 |
| LPL Financial LLC | History | Added to | 238,155 | 13,119 | 0.0% | 0.0% | 2 | +33,442 | 16.34% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 117,554 | 6,476 | 0.0% | 0.0% | 3 | +61,297 | 108.96% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 113,496 | 6,252 | 0.0% | 0.0% | 4 | +1,213 | 1.08% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 106,370 | 5,859 | 0.11% | 0.13% | 5 | -20,313 | -16.03% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,847 | 3,737 | 0.01% | 0.01% | 6 | +6,805 | 11.15% | Q4 2025 | Feb 13, 2026 |
| BNB Wealth Management, LLC | History | New | 60,849 | 3,352 | 2.16% | — | 7 | +60,849 | New | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 48,400 | 2,666 | 0.01% | 0.01% | 8 | +13,034 | 36.85% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,825 | 2,249 | 0.01% | 0.01% | 9 | +3,809 | 10.29% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 38,605 | 2,126 | 0.0% | — | 10 | +38,605 | New | Q4 2025 | Mar 25, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 38,245 | 2,106 | 0.95% | — | 11 | +38,245 | New | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,512 | 1,570 | 0.0% | 0.0% | 12 | -1,924 | -6.32% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,414 | 1,455 | 0.0% | 0.0% | 13 | -1,797 | -6.37% | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | New | 24,468 | 1,347 | 0.12% | — | 14 | +24,468 | New | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,191 | 1,277 | 0.0% | 0.0% | 15 | +5,263 | 29.36% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,421 | 1,235 | 0.01% | 0.0% | 16 | +8,563 | 61.79% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,345 | 1,120 | 0.02% | 0.02% | 17 | +2,756 | 15.67% | Q4 2025 | Feb 09, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 20,249 | 1,115 | 0.29% | 0.22% | 18 | +4,113 | 25.49% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,256 | 785 | 0.0% | — | 19 | +14,256 | New | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 8,660 | 496 | 0.4% | — | 20 | +8,660 | New | Q4 2025 | Mar 02, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,085 | 390 | 0.01% | 0.02% | 21 | -362 | -4.86% | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,984 | 384 | 0.01% | 0.01% | 22 | +734 | 11.74% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,855 | 377 | 0.0% | 0.0% | 23 | +1,305 | 23.51% | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 6,483 | 357 | 0.02% | — | 24 | +6,483 | New | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 6,497 | 357 | 0.01% | 0.01% | 25 | +55 | 0.85% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,931 | 339 | 0.0% | — | 26 | +5,931 | New | Q4 2025 | Jan 08, 2026 |
| PFG Advisors | History | Reduced | 4,298 | 236 | 0.01% | 0.01% | 27 | -927 | -17.74% | Q4 2025 | Jan 27, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 4,234 | 233 | 0.03% | 0.03% | 28 | -2 | -0.05% | Q4 2025 | Jan 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,724 | 205 | 0.0% | 0.01% | 29 | -752 | -16.8% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,642 | 145 | 0.0% | 0.0% | 30 | -80 | -2.94% | Q4 2025 | Mar 16, 2026 |
| BlackRock, Inc. | History | Reduced | 1,559 | 85 | 0.0% | 0.0% | 31 | -711 | -31.32% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 764 | 42 | 0.0% | — | 32 | +764 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 742 | 41 | 0.0% | — | 33 | +742 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 445 | 24 | 0.0% | 0.0% | 34 | +94 | 26.78% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 419 | 23 | 0.0% | 0.0% | 35 | +34 | 8.83% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 313 | 17 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 251 | 13 | 0.0% | 0.0% | 37 | -42 | -14.33% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 206 | 11 | 0.0% | — | 38 | +206 | New | Q4 2025 | Feb 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 153 | 8 | 0.0% | 0.0% | 39 | -10 | -6.13% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 136 | 7 | 0.0% | — | 41 | +136 | New | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | No change | 136 | 7 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smart Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -13,786 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,133 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -6,834 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,989 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Founders Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |