Filing Research | PACER FDS TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Advisory Resource Group	Shares	591.6KSH	$22.0M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	121.4KSH	$4.5M
3	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	104.3KSH	$3.9M
4	BENJAMIN EDWARDS INC	Shares	66.2KSH	$2.5M
5	Fortis Group Advisors, LLC	Shares	24.3KSH	$902.2K
6	OxenFree Capital LLC	Shares	19.1KSH	$681.8K
7	Optivise Advisory Services LLC	Shares	12.6KSH	$469.1K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	8.8KSH	$318.7K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.1KSH	$255.6K
10	Triumph Capital Management	Shares	4.0KSH	$149.7K
11	Golden State Wealth Management, LLC	Shares	630SH	$23.4K
12	EverSource Wealth Advisors, LLC	Shares	525SH	$19.5K
13	Farther Finance Advisors, LLC	Shares	250SH	$9.3K

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+121.4K	+$4.5M	$4.5M
2	Advisory Resource Group trimmed	Shares	-36.5K	+$4.1M	$22.0M
3	SOUTHERN CAPITAL SERVICES INC /ADV new	Shares	+104.3K	+$3.9M	$3.9M
4	Fortis Group Advisors, LLC new	Shares	+24.3K	+$902.2K	$902.2K
5	OxenFree Capital LLC new	Shares	+19.1K	+$681.8K	$681.8K
6	Optivise Advisory Services LLC new	Shares	+12.6K	+$469.1K	$469.1K
7	Triumph Capital Management new	Shares	+4.0K	+$149.7K	$149.7K
8	BENJAMIN EDWARDS INC trimmed	Shares	-15.9K	+$127.2K	$2.5M
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$63.7K	$318.7K
10	Golden State Wealth Management, LLC unchanged	Shares	0	+$5.5K	$23.4K
11	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$4.6K	$19.5K
12	Farther Finance Advisors, LLC unchanged	Shares	0	+$2.1K	$9.3K
13	Sound Income Strategies, LLC exited	Shares	-350	-$10.1K	$0
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.2K	-$124.9K	$255.6K

Filing Research | PACER FDS TR Institutional Holdings