Stock ownership · SEC 13F · Q4 2025

PACER FDS TR

A breakdown of PACER FDS TR's institutional base (CUSIP 69374H881): the holders, the concentration among them, and what changed last quarter.

$29.3M
Reported value
10
Institutions
99%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, PACER FDS TR ranks #282 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 10 institutions report $29.3M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

10
institutions hold it
$29.3M
reported 13F value
99%
held by top 5
#282
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, PACER FDS TR ranks #282 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 69374H881 · Q4 2025 $29M reported

VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-MID #282/775
  • HOLDERS-NARROW 10 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH DIMENSIONAL U S CORE
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: DIMENSIONAL U S CORE

Read with: Ownership concentration guide - PACER FDS TR's top-five holders account for 99% 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.

PACER FDS TR · this stock$29MDIMENSIONAL U S CORE · near$29MAUTOMATIC DATA PROCESSING IN…$29MBLACKROCK NEW · near$29MCONSTELLATION ENERGY COR · n…$29M
Aggregate reported institutional value ($)

PACER FDS TR vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

10 Top 83% higher than 17% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of PACER FDS TR
  1. 1
    Pacer Advisors, Inc. $17.3M
  2. 2
    Tempo Wealth, LLC $6.4M
  3. 3
    OakTrust Wealth Advisors, LLC $4.0M
  4. 4
    ARWA LLC $1.1M
  5. 5
    INSTRUMENTAL WEALTH, LLC $234K
  6. 6
    TD Capital Management LLC $101K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a PACER FDS TR position has risen from 4 to 10 over the last 8 quarters of 13F filings.

24681012 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 10
Distinct 13F filers holding PACER FDS TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 287,714 $17.3M 59.1%
2 Tempo Wealth, LLC 105,769 $6.4M 21.7%
3 OakTrust Wealth Advisors, LLC 66,140 $4.0M 13.6%
4 ARWA LLC 18,132 $1.1M 3.7%
5 INSTRUMENTAL WEALTH, LLC 3,627 $234K 0.8%
6 TD Capital Management LLC 1,685 $101K 0.3%
7 Anchor Investment Management, LLC 1,551 $93K 0.3%
8 Bell Investment Advisors, Inc 1,055 $63K 0.2%
9 MidFirst Bank 939 $57K 0.2%
10 Compass Financial Services Inc 250 $15K 0.1%

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 Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold PACER FDS TR?▼
PACER FDS TR is held by 10 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does PACER FDS TR sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, PACER FDS TR ranks #282 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of PACER FDS TR?▼
Institutions report $29.3M of PACER FDS TR as of Q4 2025.
How concentrated is ownership of PACER FDS TR?▼
The top five institutional holders account for 99% of the reported institutional value in PACER FDS TR, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of PACER FDS TR?▼
Pacer Advisors, Inc. is the largest reported holder of PACER FDS TR with $17.3M across 287,714 shares as of Q4 2025.

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 ($29.3M here).

DIMENSIONAL U S CORE $29.3M AUTOMATIC DATA PROCESSING IN $29.2M BLACKROCK INC NEW $29.0M CONSTELLATION ENERGY COR $28.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (10 here).

ALLSTATE CORP 10 AMERIPRISE FINL INC 10 APPLOVIN CORP 10 BECTON DICKINSON & CO 10

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 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 2026-09-26.