Filing Research | PACER FDS TR Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	1.4MSH	$59.6M
2	Teamwork Financial Advisors, LLC	Shares	498.6KSH	$20.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	342.6KSH	$14.5M
4	Longview Financial Advisors, Inc.	Shares	330.0KSH	$13.7M
5	INDEPENDENT FINANCIAL GROUP, LLC	Shares	235.2KSH	$9.8M
6	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	120.9KSH	$5.0M
7	Wealth Group Ltd	Shares	117.0KSH	$4.9M
8	Amplius Wealth Advisors, LLC	Shares	97.5KSH	$4.1M
9	Pacific Wealth Strategies Group, Inc.	Shares	88.4KSH	$3.7M
10	BigSur Wealth Management LLC	Shares	66.1KSH	$2.8M
11	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	53.9KSH	$2.2M
12	PRIVATE CLIENT SERVICES, LLC	Shares	49.2KSH	$2.0M
13	TRUE Private Wealth Advisors	Shares	41.2KSH	$1.7M
14	Colonial River Investments, LLC	Shares	35.4KSH	$1.5M
15	Syntegra Private Wealth Group, LLC	Shares	33.9KSH	$1.4M
16	Wealthcare Advisory Partners LLC	Shares	31.7KSH	$1.3M
17	Commonwealth Financial Services, LLC	Shares	28.1KSH	$1.2M
18	Investment Partners Asset Management, Inc.	Shares	27.3KSH	$1.1M
19	Miller Global Investments, LLC	Shares	25.2KSH	$1.0M
20	FIDUCIARY FINANCIAL GROUP, LLC	Shares	24.4KSH	$1.0M
21	Key FInancial Inc	Shares	23.9KSH	$995.2K
22	Merit Financial Group, LLC	Shares	20.7KSH	$862.1K
23	Brookwood Investment Group LLC	Shares	19.9KSH	$826.4K
24	5T Wealth, LLC	Shares	18.9KSH	$787.1K
25	OxenFree Capital LLC	Shares	18.5KSH	$783.0K
26	BARRETT & COMPANY, INC.	Shares	17.1KSH	$710.9K
27	Lewis Asset Management, LLC	Shares	16.5KSH	$686.1K
28	Next Level Private LLC	Shares	12.1KSH	$502.3K
29	Fearless Solutions, LLC dba Best Invest	Shares	11.0KSH	$458.1K
30	DAVENPORT & Co LLC	Shares	10.6KSH	$440.6K
31	KRAEMATON INVESTMENT ADVISORS, INC	Shares	9.6KSH	$399.6K
32	BENJAMIN EDWARDS INC	Shares	9.4KSH	$392.9K
33	FSM Wealth Advisors, LLC	Shares	9.1KSH	$376.8K
34	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	6.9KSH	$288.2K
35	ERn Financial, LLC	Shares	6.5KSH	$271.5K
36	DECISION INVESTMENTS, INC	Shares	6.5KSH	$270.6K
37	INSTRUMENTAL WEALTH, LLC	Shares	6.2KSH	$256.5K
38	Onyx Bridge Wealth Group LLC	Shares	5.8KSH	$240.8K
39	Prospera Financial Services Inc	Shares	5.7KSH	$238.4K
40	Opal Wealth Advisors, LLC	Shares	5.6KSH	$234.7K
41	Farther Finance Advisors, LLC	Shares	5.3KSH	$222.0K
42	IVC Wealth Advisors LLC	Shares	5.2KSH	$216.8K
43	RVW Wealth, LLC	Shares	5.0KSH	$209.0K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.7KSH	$151.5K
45	HARBOR INVESTMENT ADVISORY, LLC	Shares	843SH	$35.1K
46	IFP Advisors, Inc	Shares	813SH	$33.8K
47	EverSource Wealth Advisors, LLC	Shares	505SH	$21.0K
48	Register Financial Advisors LLC	Shares	240SH	$10.0K
49	Princeton Global Asset Management LLC	Shares	117SH	$4.9K
50	DHJJ Financial Advisors, Ltd.	Shares	100SH	$4.2K

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

50 / 53 loaded

#		Instrument
1	Pacific Wealth Strategies Group, Inc. added	Shares	+72.0K	+$3.0M	$3.7M
2	Colonial River Investments, LLC new	Shares	+35.4K	+$1.5M	$1.5M
3	Teamwork Financial Advisors, LLC added	Shares	+41.5K	+$1.4M	$20.8M
4	BENJAMIN EDWARDS INC added	Shares	+1.9K	+$74.2K	$392.9K
5	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+6.1K	+$69.1K	$9.8M
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.4K	+$55.8K	$151.5K
7	Brookwood Investment Group LLC added	Shares	+1.7K	+$54.3K	$826.4K
8	OxenFree Capital LLC added	Shares	+1.6K	+$44.0K	$783.0K
9	TRUE Private Wealth Advisors added	Shares	+1.8K	+$43.5K	$1.7M
10	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+1.3K	+$36.0K	$1.0M
11	Fearless Solutions, LLC dba Best Invest added	Shares	+985	+$32.9K	$458.1K
12	Longview Financial Advisors, Inc. added	Shares	+6.9K	+$24.1K	$13.7M
13	Lewis Asset Management, LLC added	Shares	+742	+$18.1K	$686.1K
14	DAVENPORT & Co LLC added	Shares	+419	+$9.2K	$440.6K
15	LifeSteps Financial, Inc. new	Shares	+45	+$1.9K	$1.9K
16	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$56	$4.2K
17	Princeton Global Asset Management LLC unchanged	Shares	0	-$94	$4.9K
18	Register Financial Advisors LLC unchanged	Shares	0	-$195	$10.0K
19	EverSource Wealth Advisors, LLC added	Shares	+2	-$284	$21.0K
20	IFP Advisors, Inc unchanged	Shares	0	-$659	$33.8K
21	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$683	$35.1K
22	Opal Wealth Advisors, LLC added	Shares	+8	-$4.2K	$234.7K
23	INSTRUMENTAL WEALTH, LLC added	Shares	+17	-$4.3K	$256.5K
24	Next Level Private LLC added	Shares	+70	-$6.8K	$502.3K
25	DECISION INVESTMENTS, INC trimmed	Shares	-40	-$7.0K	$270.6K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+861	-$7.1K	$2.2M
27	KRAEMATON INVESTMENT ADVISORS, INC added	Shares	+16	-$7.1K	$399.6K
28	Prospera Financial Services Inc trimmed	Shares	-134	-$10.3K	$238.4K
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-249	-$16.2K	$288.2K
30	5T Wealth, LLC trimmed	Shares	-91	-$19.2K	$787.1K
31	Key FInancial Inc unchanged	Shares	0	-$19.4K	$995.2K
32	Miller Global Investments, LLC unchanged	Shares	0	-$20.4K	$1.0M
33	Onyx Bridge Wealth Group LLC trimmed	Shares	-393	-$21.3K	$240.8K
34	Investment Partners Asset Management, Inc. unchanged	Shares	0	-$22.1K	$1.1M
35	FSM Wealth Advisors, LLC trimmed	Shares	-363	-$22.7K	$376.8K
36	Farther Finance Advisors, LLC trimmed	Shares	-503	-$28.1K	$222.0K
37	BARRETT & COMPANY, INC. trimmed	Shares	-697	-$43.4K	$710.9K
38	BigSur Wealth Management LLC unchanged	Shares	0	-$53.5K	$2.8M
39	ERn Financial, LLC trimmed	Shares	-1.9K	-$85.8K	$271.5K
40	IVC Wealth Advisors LLC trimmed	Shares	-3.1K	-$135.8K	$216.8K
41	Amplius Wealth Advisors, LLC trimmed	Shares	-2.1K	-$170.0K	$4.1M
42	Syntegra Private Wealth Group, LLC trimmed	Shares	-4.4K	-$213.0K	$1.4M
43	RVW Wealth, LLC trimmed	Shares	-5.0K	-$217.1K	$209.0K
44	Wealthcare Advisory Partners LLC trimmed	Shares	-4.7K	-$223.8K	$1.3M
45	Merit Financial Group, LLC trimmed	Shares	-7.9K	-$352.9K	$862.1K
46	Patriot Financial Group Insurance Agency, LLC exited	Shares	-9.5K	-$403.8K	$0
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-7.1K	-$426.8K	$14.5M
48	Wealth Group Ltd trimmed	Shares	-7.9K	-$429.6K	$4.9M
49	TCFG Investment Advisors, LLC exited	Shares	-10.4K	-$441.4K	$0
50	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-23.2K	-$1.0M	$2.0M

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