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-MID · BOOK-FULL
- VALUE-MID #282/775
- HOLDERS-NARROW 10 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH DIMENSIONAL U S CORE
- ACTIVITY-MID 8 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 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
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.
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:
Latest Quarter Activity · Q4 2025
New positions (8)
Complete exits (8)
Frequently Asked Questions
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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 ($29.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (10 here).
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 2026-05-16.