Stock ownership · SEC 13F · Q3 2025
PACER FDS TR
Institutional ownership of PACER FDS TR (CUSIP 69374H360) - who holds it, how concentrated it is, and what moved last quarter.
- $10.1M
- Reported value
- 6
- Institutions
- 98%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, PACER FDS TR ranks #441 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $10.1M as of Q3 2025, with ownership heavily concentrated in a handful of holders.
- 6
- institutions hold it
- $10.1M
- reported 13F value
- 98%
- held by top 5
- #441
- of 775 by value
Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, PACER FDS TR ranks #441 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 69374H360 · Q3 2025 $10M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #441/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH THE TRADE DESK
- ACTIVITY-MID 6 new
- BOOK-MID 6Q history
Photo-finish peer on reported value: THE TRADE DESK INC
Read with: Ownership concentration guide - PACER FDS TR's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · PACER FDS TR
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a PACER FDS TR position has risen from 1 to 6 over the last 6 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | WJ Wealth Management, LLC | 164,468 | $6.0M | 59.6% |
| 2 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 57,284 | $2.1M | 20.6% |
| 3 | WBI INVESTMENTS, LLC | 32,285 | $1.2M | 11.6% |
| 4 | TCFG WEALTH MANAGEMENT, LLC | 10,135 | $368K | 3.6% |
| 5 | ARQ WEALTH ADVISORS, LLC | 6,968 | $253K | 2.5% |
| 6 | KERR FINANCIAL PLANNING Corp | 5,950 | $206K | 2.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PACER FDS TR's reported holders for Q3 2025, by reported value:
Latest Quarter Activity · Q3 2025
New positions (6)
Complete exits (2)
Frequently Asked Questions
How many institutions hold PACER FDS TR?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for PACER FDS TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($10.1M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (6 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.