PTBD institutional holders

PACER FDS TR · 13F, 2026Q2

Managers holding48
Shares held2,538,295
Reported value$48.7m
Quarter flows7 new, 16 added, 20 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Pacer Advisors, Inc.651,535$12.5m0.0%
LPL Financial LLC307,780$5.9m0.0%
WBI INVESTMENTS, LLC170,423$3.3m0.8%
NewEdge Advisors, LLC159,006$3.0m0.0%
RAYMOND JAMES FINANCIAL INC124,156$2.4m0.0%
WELLS FARGO & COMPANY/MN113,557$2.2m0.0%
Cambridge Investment Research Advisors, Inc.90,740$1.7m0.0%
Forefront Wealth Partners, LLC80,150$1.5m0.5%
Maridea Wealth Management LLC68,756$1.3m0.1%
MORGAN STANLEY68,394$1.3m0.0%
ENVESTNET ASSET MANAGEMENT INC63,483$1.2m0.0%
Ascentis Wealth Management, LLC63,254$1.2m0.2%
Capital Investment Advisory Services, LLC59,912$1.1m0.1%
Cetera Investment Advisers59,422$1.1m0.0%
ROYAL BANK OF CANADA54,794$1.1m0.0%
Private Advisor Group, LLC51,703$991,1480.0%
Atria Investments, Inc37,652$721,7930.0%
Perigon Wealth Management, LLC36,728$704,0690.0%
Hyundai Investments Co., Ltd.32,008$613,5930.7%
OFC FINANCIAL PLANNING, LLC30,149$577,9560.5%
Wealthspire Retirement, LLC23,846$457,1280.0%
OSAIC HOLDINGS, INC.19,642$376,5690.0%
Farther Finance Advisors, LLC17,930$343,7180.0%
HRT FINANCIAL LP16,964$325,0000.0%
Concurrent Investment Advisors, LLC16,829$322,6120.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PTBD"). PTBD price history · All 13F data

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