Stammdaten
Unternehmen & Branche
| Name | Pacer Funds Trust |
|---|---|
| Ticker | – |
| CIK | 0001616668 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 500 CHESTERFIELD PARKWAY, 19355 MALVERN, PA |
| Telefon | 610-644-8100 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Fiskaljahr-Ende | 30.04. |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 2.347.340 | 0 | 2.347.340 | 107.143.833 | Neu | +100,0% | |
| Cetera Investment Advisers | 2.207.163 | 0 | 2.207.163 | 75.732.806 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 1.759.859 | 0 | 1.759.859 | 60.801.014 | Neu | +100,0% | |
| Allworth Financial LP | 1.844.109 | 0 | 1.844.109 | 59.093.375 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 1.466.340 | 0 | 1.466.340 | 52.323.916 | Neu | +100,0% | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 591.845 | 0 | 591.845 | 27.408.325 | Neu | +100,0% | |
| MML INVESTORS SERVICES, LLC | 608.018 | 0 | 608.018 | 22.874.869 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 509.630 | 476.155 | 33.475 | 20.980.184 | Aufgestockt | +7,0% | |
| Ausdal Financial Partners, Inc. | 631.178 | 0 | 631.178 | 20.818.720 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 514.075 | 0 | 514.075 | 19.209.470 | Neu | +100,0% | |
| MARIPAU WEALTH MANAGEMENT LLC | 596.870 | 0 | 596.870 | 19.126.339 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 529.945 | 454.709 | 75.236 | 18.948.599 | Aufgestockt | +16,5% | |
| Signal Advisors Wealth, LLC | 576.470 | 0 | 576.470 | 18.472.626 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 340.713 | 0 | 340.713 | 16.520.490 | Neu | +100,0% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 427.500 | 394.927 | 32.573 | 15.333.047 | Aufgestockt | +8,2% | |
| Financial Strategies Group, Inc. | 446.691 | 0 | 446.691 | 14.968.526 | Neu | +100,0% | |
| Keystone Financial Services, LLC | 369.114 | 360.316 | 8.798 | 12.664.301 | Aufgestockt | +2,4% | |
| Sigma Planning Corp | 340.357 | 0 | 340.357 | 12.362.537 | Neu | +100,0% | |
| Copley Financial Group, Inc. | 354.430 | 0 | 354.430 | 11.357.497 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 308.292 | 304.572 | 3.720 | 11.104.819 | Aufgestockt | +1,2% | |
| Systelligence, LLC | 218.247 | 225.105 | -6.858 | 10.176.858 | Reduziert | -3,0% | |
| Bison Wealth, LLC | 261.166 | 267.128 | -5.962 | 8.973.669 | Reduziert | -2,2% | |
| EVOLUTION WEALTH MANAGEMENT INC. | 234.797 | 241.755 | -6.958 | 8.055.885 | Reduziert | -2,9% | |
| VERUS CAPITAL PARTNERS, LLC | 234.720 | 0 | 234.720 | 7.763.685 | Neu | +100,0% | |
| INDEPENDENT FINANCIAL GROUP, LLC | 167.633 | 255.426 | -87.793 | 7.121.268 | Reduziert | -34,4% | |
| Sidoxia Capital Management, LLC | 151.885 | 118.868 | 33.017 | 7.082.398 | Aufgestockt | +27,8% | |
| Western Wealth Management, LLC | 152.757 | 0 | 152.757 | 7.074.155 | Neu | +100,0% | |
| ASSETMARK, INC | 146.281 | 0 | 146.281 | 6.775.327 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 143.435 | 0 | 143.435 | 6.629.566 | Neu | +100,0% | |
| HARBOUR INVESTMENTS, INC. | 154.099 | 0 | 154.099 | 5.948.720 | Neu | +100,0% | |
| Core Wealth Advisors, Inc. | 171.712 | 0 | 171.712 | 5.502.392 | Neu | +100,0% | |
| Independent Wealth Network Inc. | 133.834 | 137.274 | -3.440 | 5.391.990 | Reduziert | -2,5% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 116.753 | 105.311 | 11.442 | 5.352.521 | Aufgestockt | +10,9% | |
| Commonwealth Financial Services, LLC | 113.890 | 0 | 113.890 | 5.310.678 | Neu | +100,0% | |
| Merit Financial Group, LLC | 146.873 | 136.008 | 10.865 | 5.039.213 | Aufgestockt | +8,0% | |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 104.130 | 118.724 | -14.594 | 4.855.583 | Reduziert | -12,3% | |
| World Investment Advisors | 151.185 | 0 | 151.185 | 4.844.649 | Neu | +100,0% | |
| Advisory Services Network, LLC | 139.070 | 0 | 139.070 | 4.806.413 | Neu | +100,0% | |
| Strategic Blueprint, LLC | 96.539 | 101.711 | -5.172 | 4.501.614 | Reduziert | -5,1% | |
| Storen Legacy Partners, LLC | 128.302 | 132.697 | -4.395 | 4.402.042 | Reduziert | -3,3% | |
| Waycross Investment Management Co | 89.818 | 89.983 | -165 | 4.188.213 | Reduziert | -0,2% | |
| J.W. COLE ADVISORS, INC. | 92.347 | 0 | 92.347 | 4.054.248 | Neu | +100,0% | |
| HighTower Advisors, LLC | 97.373 | 0 | 97.373 | 3.931.807 | Neu | +100,0% | |
| Modern Wealth Management, LLC | 69.422 | 0 | 69.422 | 3.800.134 | Neu | +100,0% | |
| BNB Wealth Management, LLC | 70.125 | 0 | 70.125 | 3.731.992 | Neu | +100,0% | |
| Independence Asset Advisors, LLC | 77.211 | 69.539 | 7.672 | 3.600.330 | Aufgestockt | +11,0% | |
| GOLDMAN SACHS GROUP INC | 83.056 | 0 | 83.056 | 3.511.392 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 84.799 | 0 | 84.799 | 3.483.203 | Neu | +100,0% | |
| STIFEL FINANCIAL CORP | 74.584 | 0 | 74.584 | 3.453.995 | Neu | +100,0% | |
| Oxbow Advisors, LLC | 61.547 | 0 | 61.547 | 3.327.232 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 509.630 | 476.155 | +7,0% | 20.980.184 | 9,54 | – | 17 Q |
| TRUIST FINANCIAL CORP | 529.945 | 454.709 | +16,5% | 18.948.599 | 8,62 | 0 % | 8 Q |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 427.500 | 394.927 | +8,2% | 15.333.047 | 6,98 | – | 13 Q |
| Keystone Financial Services, LLC | 369.114 | 360.316 | +2,4% | 12.664.301 | 5,76 | 0 % | 7 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 308.292 | 304.572 | +1,2% | 11.104.819 | 5,05 | – | 17 Q |
| Systelligence, LLC | 218.247 | 225.105 | -3,0% | 10.176.858 | 4,63 | 0 % | 6 Q |
| Bison Wealth, LLC | 261.166 | 267.128 | -2,2% | 8.973.669 | 4,08 | 14 % | 7 Q |
| EVOLUTION WEALTH MANAGEMENT INC. | 234.797 | 241.755 | -2,9% | 8.055.885 | 3,67 | 0 % | 5 Q |
| INDEPENDENT FINANCIAL GROUP, LLC | 167.633 | 255.426 | -34,4% | 7.121.268 | 3,24 | 0 % | 17 Q |
| Sidoxia Capital Management, LLC | 151.885 | 118.868 | +27,8% | 7.082.398 | 3,22 | 100 % | 2 Q |
| Independent Wealth Network Inc. | 133.834 | 137.274 | -2,5% | 5.391.990 | 2,45 | 0 % | 13 Q |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 116.753 | 105.311 | +10,9% | 5.352.521 | 2,44 | 0 % | 10 Q |
| Commonwealth Financial Services, LLC | 113.890 | 0 | +100,0% | 5.310.678 | 2,42 | 0 % | 1 Q |
| Merit Financial Group, LLC | 146.873 | 136.008 | +8,0% | 5.039.213 | 2,29 | 0 % | 3 Q |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 104.130 | 118.724 | -12,3% | 4.855.583 | 2,21 | 0 % | 7 Q |
| Strategic Blueprint, LLC | 96.539 | 101.711 | -5,1% | 4.501.614 | 2,05 | 100 % | 8 Q |
| Storen Legacy Partners, LLC | 128.302 | 132.697 | -3,3% | 4.402.042 | 2,00 | 0 % | 3 Q |
| Waycross Investment Management Co | 89.818 | 89.983 | -0,2% | 4.188.213 | 1,91 | 100 % | 3 Q |
| J.W. COLE ADVISORS, INC. | 92.347 | 0 | +100,0% | 4.054.248 | 1,84 | 100 % | 9 Q |
| Independence Asset Advisors, LLC | 77.211 | 69.539 | +11,0% | 3.600.330 | 1,64 | 0 % | 8 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 79 | 6,1 | 225 |
| 31.03.2026 | ✓ | 188 | 26,1 | 947 |
| 31.12.2025 | ✓ | 181 | 24,9 | 922 |
| 30.09.2025 | ✓ | 168 | 23,4 | 838 |
| 30.06.2025 | ✓ | 161 | 23,5 | 790 |
| 31.03.2025 | ✓ | 148 | 21,0 | 672 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Sidoxia Capital Management, LLC | 118.868 | 5.504.777 |
| CITADEL ADVISORS LLC | 84.799 | 3.483.203 |
| Goldstone Financial Group, LLC | 69.506 | 3.218.800 |
| JANE STREET GROUP, LLC | 70.279 | 3.092.263 |
| ASHTON THOMAS SECURITIES, LLC | 64.424 | 2.983.475 |
| WealthPlan Investment Management, LLC | 52.569 | 2.434.486 |
| MILLINGTON SECURITIES, LLC | 37.832 | 2.045.198 |
| Integrated Wealth Concepts LLC | 45.847 | 1.582.214 |
| Commerce Advisors, LLC | 24.835 | 1.150.104 |
| UPTICK PARTNERS, LLC | 12.306 | 569.898 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| LPL Financial LLC | 2.347.340 | 296.690 | +14.5 % | 107.143.833 |
| Systelligence, LLC | 225.105 | 164.699 | +272.7 % | 10.424.613 |
| Cetera Investment Advisers | 2.207.163 | 133.478 | +6.4 % | 75.732.806 |
| Western Wealth Management, LLC | 152.757 | 125.385 | +458.1 % | 7.074.155 |
| TRUIST FINANCIAL CORP | 454.709 | 125.198 | +38.0 % | 15.573.609 |
| ENVESTNET ASSET MANAGEMENT INC | 1.466.340 | 79.381 | +5.7 % | 52.323.916 |
| Ausdal Financial Partners, Inc. | 631.178 | 69.833 | +12.4 % | 20.818.720 |
| RFG Advisory, LLC | 71.199 | 62.308 | +700.8 % | 2.281.529 |
| INDEPENDENT FINANCIAL GROUP, LLC | 255.426 | 58.698 | +29.8 % | 11.191.241 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 394.927 | 49.115 | +14.2 % | 13.391.637 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Storen Legacy Partners, LLC | 132.697 | -223.616 | -62.8 % | 4.252.196 |
| Octavia Wealth Advisors, LLC | 4.672 | -199.553 | -97.7 % | 216.373 |
| Brookstone Capital Management | 21.783 | -131.841 | -85.8 % | 698.023 |
| VERUS CAPITAL PARTNERS, LLC | 234.720 | -113.443 | -32.6 % | 7.763.685 |
| EVOLUTION WEALTH MANAGEMENT INC. | 241.755 | -107.303 | -30.7 % | 7.746.894 |
| MML INVESTORS SERVICES, LLC | 608.018 | -99.395 | -14.1 % | 22.874.869 |
| Private Advisor Group, LLC | 22.476 | -89.695 | -80.0 % | 1.040.871 |
| Schwallier Wealth Management LLC | 14.087 | -74.639 | -84.1 % | 652.352 |
| SILVER OAK SECURITIES, INCORPORATED | 54.408 | -40.112 | -42.4 % | 2.519.648 |
| Modern Wealth Management, LLC | 69.422 | -36.948 | -34.7 % | 3.800.134 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 08.07.2026 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 26,80 % | 274.293 | +1,10 pp | |
| 06.05.2026 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 25,70 % | 243.885 | -6,20 pp | |
| 20.01.2026 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 31,90 % | 215.048 | +2,00 pp | |
| 03.11.2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | Passiv (13G/A) | 5,90 % | 715.619 | -1,60 pp | |
| 06.10.2025 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 29,90 % | 209.320 | -8,90 pp | |
| 29.07.2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | Passiv (13G/A) | 7,50 % | 801.399 | Neu | |
| 07.07.2025 | TRUIST FINANCIAL CORP | Passiv (13G) | 38,80 % | 194.171 | Neu | |
| 04.02.2025 | Foundations Investment Advisors, LLC | Passiv (13G/A) | 9,59 % | 873.558 | -2,91 pp | |
| 18.11.2024 | Retirement Guys Formula LLC | Passiv (13G/A) | 3,90 % | 519.297 | -3,10 pp | |
| 31.01.2024 | Retirement Guys Formula LLC | Passiv (13G/A) | 7,00 % | 595.504 | +1,68 pp | |
| 11.08.2023 | Retirement Guys Formula LLC | Passiv (13G) | 5,32 % | 289.795 | Neu | |
| 26.07.2023 | Foundations Investment Advisors, LLC | Passiv (13G) | 12,50 % | 247.022 | Neu | |
| 10.05.2023 | Truist Financial Corporation as Parent Holding Company for | Passiv (13G/A) | 1,00 % | 0 | -5,92 pp | |
| 15.02.2023 | Truist Financial Corporation as Parent Holding Company for | Passiv (13G/A) | 6,92 % | 76.089 | -6,90 pp | |
| 11.10.2022 | Truist Financial Corporation as Parent Holding Company for | Passiv (13G) | 13,82 % | 76.005 | Neu |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 11.09.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 31.08.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.07.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 18.07.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 13.07.2023 | HV-Einladung | 16.08.2023 a.o. HV | 20.06.2023 | DEF 14A | SEC » |
| 23.06.2023 | Vorläufig | — | — | PRE 14A | SEC » |
| 13.03.2023 | HV-Einladung | 12.04.2023 a.o. HV | 10.03.2023 | DEF 14A | SEC » |
| 24.02.2023 | Vorläufig | — | — | PRE 14A | SEC » |
| 13.10.2021 | HV-Einladung | 15.11.2021 a.o. HV | 29.09.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).