Pacer Funds Trust - PATN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 746,874 | 27,764 | 0.01% | 0.0% | 1 | +736,718 | 7254.02% | Q2 2026 | Aug 07, 2026 |
| Advisory Resource Group | History | Reduced | 591,588 | 21,991 | 3.31% | 3.07% | 2 | -36,489 | -5.81% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 278,098 | 10,338 | 0.0% | 0.0% | 3 | +268,977 | 2948.99% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 253,336 | 9,418 | 0.02% | 0.02% | 4 | +31,692 | 14.3% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 241,301 | 8,969 | 0.01% | 0.01% | 5 | +42,829 | 21.58% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 144,427 | 5,368 | 0.0% | 0.0% | 6 | +69,636 | 93.11% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | New | 140,234 | 5,213 | 0.01% | — | 7 | +140,234 | New | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 121,418 | 4,513 | 0.08% | — | 8 | +121,418 | New | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 117,586 | 4,371 | 0.24% | 0.2% | 9 | +4,089 | 3.6% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | New | 117,340 | 4,362 | 0.14% | — | 10 | +117,340 | New | Q2 2026 | Jul 31, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 104,350 | 3,879 | 2.18% | — | 11 | +104,350 | New | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 92,141 | 3,425 | 0.14% | 0.04% | 12 | +48,131 | 109.36% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | New | 78,787 | 2,928 | 0.1% | — | 13 | +78,787 | New | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 66,176 | 2,459 | 0.02% | 0.02% | 14 | -15,927 | -19.4% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 64,563 | 2,400 | 0.03% | 0.02% | 15 | +24,983 | 63.12% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 64,361 | 2,392 | 0.0% | 0.0% | 16 | -47,146 | -42.28% | Q2 2026 | Sep 23, 2026 |
| NewEdge Advisors, LLC | History | New | 41,097 | 1,527 | 0.0% | — | 17 | +41,097 | New | Q2 2026 | Aug 12, 2026 |
| Rubicon Advisors, GP | History | New | 36,453 | 1,355 | 0.99% | — | 18 | +36,453 | New | Q2 2026 | Jul 29, 2026 |
| Smart Portfolios, LLC | History | No change | 46,951 | 1,334 | 1.33% | 1.33% | 19 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 24,716 | 918 | 0.57% | 0.44% | 20 | +2,845 | 13.01% | Q2 2026 | Jul 31, 2026 |
| Fortis Group Advisors, LLC | History | New | 24,269 | 902 | 0.14% | — | 21 | +24,269 | New | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,619 | 803 | 0.0% | 0.0% | 22 | -41,610 | -65.81% | Q2 2026 | Aug 14, 2026 |
| OxenFree Capital LLC | History | New | 19,093 | 681 | 0.31% | — | 23 | +19,093 | New | Q2 2026 | Jul 08, 2026 |
| Atlas Wealth LLC | History | New | 18,084 | 672 | 0.1% | — | 24 | +18,084 | New | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | New | 17,465 | 649 | 0.0% | — | 25 | +17,465 | New | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,536 | 614 | 0.0% | 0.0% | 26 | +5,362 | 47.99% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,112 | 538 | 0.04% | 0.03% | 27 | +3,309 | 25.85% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 14,100 | 524 | 0.0% | — | 28 | +14,100 | New | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | New | 13,268 | 493 | 0.0% | — | 29 | +13,268 | New | Q2 2026 | Jul 27, 2026 |
| Optivise Advisory Services LLC | History | New | 12,619 | 469 | 0.24% | — | 30 | +12,619 | New | Q2 2026 | Jul 13, 2026 |
| Sankala Group LLC | History | Added to | 11,906 | 420 | 0.28% | 0.18% | 31 | +3,950 | 49.65% | Q2 2026 | Aug 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 8,800 | 318 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,170 | 303 | 0.01% | 0.0% | 33 | +5,970 | 271.36% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,330 | 272 | 0.0% | 0.0% | 34 | +6,031 | 464.28% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,065 | 255 | 0.0% | 0.0% | 35 | -6,242 | -46.91% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,631 | 246 | 0.0% | — | 36 | +6,631 | New | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | New | 6,617 | 245 | 0.11% | — | 37 | +6,617 | New | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 6,587 | 244 | 0.0% | — | 38 | +6,587 | New | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | New | 4,027 | 149 | 0.03% | — | 39 | +4,027 | New | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,200 | 81 | 0.01% | — | 40 | +2,200 | New | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | New | 1,000 | 37 | 0.0% | — | 41 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 630 | 23 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 525 | 19 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Key Capital Management, INC | History | No change | 136 | 5 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Capital Management LLC | History | New | 133 | 4 | 0.0% | — | 46 | +133 | New | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -52,729 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,939 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Avion Wealth | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |