Filing Research | PACER FDS TR Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	Heck Capital Advisors, LLC	Shares	474.7KSH	$19.1M
2	RVW Wealth, LLC	Shares	385.8KSH	$15.5M
3	Sylvest Advisors, LLC	Shares	306.1KSH	$12.3M
4	HBW ADVISORY SERVICES LLC	Shares	254.1KSH	$10.2M
5	Team Financial Group, LLC	Shares	229.7KSH	$9.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	229.4KSH	$9.0M
7	Cornerstone Wealth Management, LLC	Shares	223.0KSH	$9.0M
8	FLAGSHIP HARBOR ADVISORS, LLC	Shares	192.8KSH	$7.7M
9	Guilbault Capital LLC	Shares	144.4KSH	$5.8M
10	EverSource Wealth Advisors, LLC	Shares	124.1KSH	$5.0M
11	ARQ WEALTH ADVISORS, LLC	Shares	126.1KSH	$4.8M
12	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	81.9KSH	$3.3M
13	Teamwork Financial Advisors, LLC	Shares	81.3KSH	$3.3M
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	74.4KSH	$3.0M
15	Mason & Associates Inc	Shares	74.0KSH	$3.0M
16	First Heartland Consultants, Inc.	Shares	65.9KSH	$2.6M
17	CRUX WEALTH ADVISORS	Shares	63.1KSH	$2.5M
18	FORTEM FINANCIAL GROUP, LLC	Shares	61.3KSH	$2.5M
19	Lighthouse Wealth Management Inc.	Shares	59.3KSH	$2.4M
20	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	57.2KSH	$2.3M
21	Centurion Wealth Management LLC	Shares	52.7KSH	$2.1M
22	Noble Wealth Management PBC	Shares	51.9KSH	$2.1M
23	BENJAMIN EDWARDS INC	Shares	49.9KSH	$2.0M
24	XML Financial, LLC	Shares	48.1KSH	$1.9M
25	ROMANO BROTHERS AND COMPANY	Shares	43.9KSH	$1.8M
26	Comprehensive Financial Consultants Institutional, Inc.	Shares	42.1KSH	$1.7M
27	Post Resch Tallon Group Inc.	Shares	41.6KSH	$1.7M
28	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	40.5KSH	$1.6M
29	VISTA INVESTMENT PARTNERS LLC	Shares	38.7KSH	$1.6M
30	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	38.3KSH	$1.5M
31	PRIVATE CLIENT SERVICES, LLC	Shares	36.3KSH	$1.5M
32	JBR Co Financial Management Inc	Shares	35.2KSH	$1.4M
33	DAVENPORT & Co LLC	Shares	32.5KSH	$1.3M
34	Wealthcare Advisory Partners LLC	Shares	31.7KSH	$1.3M
35	Brookstone Capital Management	Shares	31.3KSH	$1.3M
36	J.W. COLE ADVISORS, INC.	Shares	29.9KSH	$1.2M
37	Fearless Solutions, LLC dba Best Invest	Shares	26.3KSH	$1.1M
38	Prospera Financial Services Inc	Shares	23.7KSH	$951.4K
39	RFG Advisory, LLC	Shares	22.5KSH	$903.1K
40	PFG Investments, LLC	Shares	21.6KSH	$867.4K
41	IFP Advisors, Inc	Shares	20.3KSH	$816.2K
42	Y-Intercept (Hong Kong) Ltd	Shares	16.7KSH	$670.7K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	16.0KSH	$631.6K
44	Clarity Asset Management, Inc.	Shares	14.6KSH	$587.2K
45	D.A. DAVIDSON & CO.	Shares	14.6KSH	$586.3K
46	VISIONARY HORIZONS, LLC	Shares	14.0KSH	$562.1K
47	GK Wealth Management LLC	Shares	13.8KSH	$555.6K
48	OxenFree Capital LLC	Shares	12.4KSH	$480.8K
49	Nilsine Partners, LLC	Shares	11.8KSH	$474.1K
50	Cooper Financial Group	Shares	10.3KSH	$412.4K

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

50 / 82 loaded

#		Instrument
1	RVW Wealth, LLC added	Shares	+43.8K	+$4.0M	$15.5M
2	ARQ WEALTH ADVISORS, LLC added	Shares	+94.4K	+$3.7M	$4.8M
3	Heck Capital Advisors, LLC added	Shares	+843	+$3.1M	$19.1M
4	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+19.6K	+$1.9M	$7.7M
5	HBW ADVISORY SERVICES LLC added	Shares	+4.9K	+$1.8M	$10.2M
6	Sylvest Advisors, LLC trimmed	Shares	-5.6K	+$1.8M	$12.3M
7	Team Financial Group, LLC added	Shares	+3.4K	+$1.6M	$9.2M
8	EverSource Wealth Advisors, LLC added	Shares	+17.5K	+$1.4M	$5.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.0K	+$1.3M	$9.0M
10	Cornerstone Wealth Management, LLC trimmed	Shares	-13.1K	+$986.8K	$9.0M
11	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+7.8K	+$786.8K	$3.3M
12	Guilbault Capital LLC trimmed	Shares	-5.6K	+$737.6K	$5.8M
13	Y-Intercept (Hong Kong) Ltd new	Shares	+16.7K	+$670.7K	$670.7K
14	First Heartland Consultants, Inc. added	Shares	+6.9K	+$654.8K	$2.6M
15	GK Wealth Management LLC new	Shares	+13.8K	+$555.6K	$555.6K
16	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.6K	+$530.0K	$3.0M
17	Teamwork Financial Advisors, LLC trimmed	Shares	-1.2K	+$482.1K	$3.3M
18	XML Financial, LLC added	Shares	+3.8K	+$436.3K	$1.9M
19	CRUX WEALTH ADVISORS added	Shares	+619	+$425.3K	$2.5M
20	BENJAMIN EDWARDS INC added	Shares	+1.8K	+$380.5K	$2.0M
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+8.0K	+$361.2K	$631.6K
22	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-215	+$359.5K	$2.3M
23	FORTEM FINANCIAL GROUP, LLC trimmed	Shares	-2.1K	+$320.9K	$2.5M
24	ROMANO BROTHERS AND COMPANY added	Shares	+867	+$310.8K	$1.8M
25	VISIONARY HORIZONS, LLC added	Shares	+6.2K	+$298.4K	$562.1K
26	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+786	+$296.4K	$1.7M
27	VISTA INVESTMENT PARTNERS LLC added	Shares	+544	+$266.2K	$1.6M
28	Brookstone Capital Management added	Shares	+1.7K	+$257.4K	$1.3M
29	Post Resch Tallon Group Inc. trimmed	Shares	-400	+$242.6K	$1.7M
30	Patriot Financial Group Insurance Agency, LLC new	Shares	+6.0K	+$239.0K	$239.0K
31	Optivise Advisory Services LLC new	Shares	+5.8K	+$231.3K	$231.3K
32	Fearless Solutions, LLC dba Best Invest added	Shares	+1.7K	+$226.0K	$1.1M
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-1.3K	+$217.1K	$1.6M
34	DAVENPORT & Co LLC added	Shares	+176	+$213.9K	$1.3M
35	Wealth Management Associates, Inc. new	Shares	+5.2K	+$207.8K	$207.8K
36	IFP Advisors, Inc added	Shares	+2.1K	+$199.7K	$816.2K
37	Prospera Financial Services Inc added	Shares	+1.2K	+$191.0K	$951.4K
38	J.W. COLE ADVISORS, INC. trimmed	Shares	-402	+$178.3K	$1.2M
39	Wealthcare Advisory Partners LLC trimmed	Shares	-1.0K	+$168.7K	$1.3M
40	Nilsine Partners, LLC added	Shares	+1.8K	+$112.0K	$474.1K
41	D.A. DAVIDSON & CO. added	Shares	+499	+$110.4K	$586.3K
42	Clarity Asset Management, Inc. added	Shares	+69	+$96.1K	$587.2K
43	CATHY PARETO & ASSOCIATES, INC added	Shares	+929	+$87.4K	$351.1K
44	Braeburn Wealth Management LLC added	Shares	+744	+$69.0K	$275.3K
45	Cooper Financial Group unchanged	Shares	0	+$65.8K	$412.4K
46	Mason & Associates Inc trimmed	Shares	-14.6K	+$64.7K	$3.0M
47	Triumph Capital Management added	Shares	+885	+$61.4K	$197.4K
48	Revisor Wealth Management LLC added	Shares	+152	+$53.6K	$303.5K
49	Fermata Advisors, LLC added	Shares	+1	+$39.7K	$248.8K
50	Farther Finance Advisors, LLC added	Shares	+4	+$37.0K	$234.0K

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