Filing Research | PACER FDS TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	MBL Wealth, LLC	Shares	250.4KSH	$9.2M
2	UNIQUE WEALTH, LLC	Shares	52.6KSH	$1.9M
3	Whitaker-Myers Wealth Managers, LTD.	Shares	37.3KSH	$1.4M
4	J2 Capital Management Inc	Shares	9.9KSH	$362.7K
5	Clark Asset Management, LLC	Shares	9.1KSH	$332.0K
6	Capital Investment Advisory Services, LLC	Shares	5.1KSH	$188.8K
7	IFP Advisors, Inc	Shares	1.2KSH	$45.8K
8	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$39.0K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	942SH	$34.1K

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

9 / 9 loaded

#		Instrument
1	UNIQUE WEALTH, LLC added	Shares	+40.3K	+$1.5M	$1.9M
2	MBL Wealth, LLC trimmed	Shares	-2.3K	+$964.4K	$9.2M
3	J2 Capital Management Inc trimmed	Shares	-78	+$38.5K	$362.7K
4	Clark Asset Management, LLC unchanged	Shares	0	+$37.6K	$332.0K
5	Whitaker-Myers Wealth Managers, LTD. trimmed	Shares	-3.7K	+$34.6K	$1.4M
6	Capital Investment Advisory Services, LLC added	Shares	+391	+$34.1K	$188.8K
7	IFP Advisors, Inc unchanged	Shares	0	+$5.2K	$45.8K
8	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$4.4K	$39.0K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$2.9K	$34.1K

Filing Research | PACER FDS TR Institutional Holdings