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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	64.2KSH	$3.0M
2	Advisory Resource Group	Shares	38.6KSH	$1.8M
3	WORLD EQUITY GROUP, INC.	Shares	11.1KSH	$520.7K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.8KSH	$421.0K
5	Capital Investment Advisory Services, LLC	Shares	4.3KSH	$204.0K
6	Farther Finance Advisors, LLC	Shares	2.8KSH	$131.6K
7	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$108.3K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	700SH	$33.0K
9	LANARK FINANCIAL, INC.	Shares	425SH	$20.0K

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

9 / 9 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+2.4K	+$195.4K	$3.0M
2	WORLD EQUITY GROUP, INC. added	Shares	+218	+$24.6K	$520.7K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$18.2K	$421.0K
4	Advisory Resource Group trimmed	Shares	-814	+$13.7K	$1.8M
5	Farther Finance Advisors, LLC unchanged	Shares	0	+$3.2K	$131.6K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$880	$33.0K
7	LANARK FINANCIAL, INC. unchanged	Shares	0	+$561	$20.0K
8	Capital Investment Advisory Services, LLC trimmed	Shares	-507	-$17.5K	$204.0K
9	EverSource Wealth Advisors, LLC trimmed	Shares	-1.6K	-$71.6K	$108.3K

Filing Research | PACER FDS TR Institutional Holdings