FLRT institutional holders

Pacer Aristotle Pacific Floating Rate High Income ETF · 122 reporting institutions · $383.2M reported value

Institutional holdings

Institutions reporting FLRT, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$74.9M23,4582026-06-30
Foundations Investment Advisors, LLC$28.7M3022026-06-30
Cetera Investment Advisers$15.8M10,3702026-06-30
Osaic Holdings, Inc.$14.5M02026-06-30
Raymond James Financial Inc$13M02026-06-30
Truist Financial Corp$11.9M02026-06-30
Kestra Advisory Services, LLC$11.3M1,4792026-06-30
Envestnet Pmc$10.9M602026-06-30
Systelligence, LLC$10.2M32026-06-30
Goldstone Financial Group, LLC$8.7M172026-06-30
Western Wealth Management, LLC$8.4M1122026-06-30
Newedge Advisors$8.1M6012026-06-30
Jones Financial Companies LLLP$8M02026-06-30
MML Investors Services, LLC$7.8M5,1202026-06-30
Sidoxia Capital Management, LLC$7.1M32026-06-30
Assetmark, Inc$6.7M2202026-06-30
Verus Capital Partners, LLC$6.3M472026-06-30
Commonwealth Financial Services, LLC$5.3M152026-06-30
Creative Financial Designs Inc /adv$5.1M02026-06-30
Winebrenner Capital Management LLC$4.9M62026-06-30
Independent Financial Group, LLC$4.8M4812026-06-30
Strategic Blueprint, LLC$4.5M552026-06-30
Waycross Investment Management Co$4.2M42026-06-30
Sigma Planning Corp$3.8M4742026-06-30
Independence Asset Advisors, LLC$3.6M32026-06-30
Client First Investment Management LLC$3.5M82026-06-30
Stifel Financial Corp$3.5M02026-06-30
J.W. Cole Advisors, Inc.$3.4M4992026-06-30
Silver Oak Securities, Incorporated$3.3M1172026-06-30
Independent Wealth Network Inc.$3M342026-06-30
Sanctuary Advisors, LLC$2.9M4012026-06-30
Colonial River Wealth Management LLC$2.6M82026-06-30
Psi Advisors, LLC$2.6M112026-06-30
Kestra Private Wealth Services, LLC$2.5M2062026-06-30
Wealthplan Investment Management, LLC$2.5M292026-06-30
Camarda Financial Advisors, LLC$2.5M112026-06-30
Northwestern Mutual Wealth Management Co$2.4M02026-06-30
Stewardship Advisors, LLC$2.1M92026-06-30
Campbell Capital Management Inc$2.1M12026-06-30
Royal Bank of Canada$2M02026-06-30
Moors & Cabot, Inc.$2M822026-06-30
Ausdal Financial Partners, Inc.$1.9M1892026-06-30
International Assets Investment Management, LLC$1.7M1222026-06-30
Crestwood Advisors Group, LLC$1.7M402026-06-30
Fifth Third Securities, Inc.$1.5M1,0142026-06-30
Legacy Wealth Managment, Llc/id$1.5M492026-06-30
Hbw Advisory Services LLC$1.5M682026-06-30
Commonwealth Equity Services, LLC$1.5M2,8632026-06-30
Clear Creek Financial Management, LLC$1.4M442026-06-30
Beacon Pointe Advisors, LLC$1.4M4662026-06-30
Harbour Investments, Inc.$1.4M2472026-06-30
Scarborough Advisors, LLC$1.3M152026-06-30
Cornerstone Wealth Management, LLC$1.3M02026-06-30
Fwg Holdings, LLC$1.3M62026-06-30
Fearless Solutions, LLC Dba Best Invest$1.2M02026-06-30
Principal Securities, Inc.$1.2M1,4632026-06-30
Advisory Services Network$1.2M2532026-06-30
Commerce Advisors, LLC$1.2M52026-06-30
Captrust Financial Advisors$1.1M9622026-06-30
D.A. Davidson & Co.$1.1M6892026-06-30
Mgo One Seven LLC$1.1M1182026-06-30
Sovran Advisors, LLC$1.1M702026-06-30
Accurate Wealth Management, LLC$1.1M492026-06-30
Stratos Wealth Partners, Ltd.$958.5K3862026-06-30
Private Advisor Group, LLC$946.8K9272026-06-30
Syntegra Private Wealth Group, LLC$921.5K122026-06-30
Equitable Holdings, Inc.$867.6K02026-06-30
Gladstone Institutional Advisory LLC$844.4K1082026-06-30
Southland Equity Partners, Llc.$830.7K252026-06-30
Shp Wealth Management$817.8K322026-06-30
Truewealth Advisors, LLC$798.7K142026-06-30
Adapt Wealth Advisors, LLC$794.5K72026-06-30
B. Riley Wealth Advisors, Inc.$735.7K1702026-06-30
Keating Financial Advisory Services, Inc.$688.7K252026-06-30
Uptick Partners, LLC$687.2K172026-06-30
Wealthcare Advisory Partners LLC$682.6K1702026-06-30
Capital Investment Advisory Services, LLC$617K1032026-06-30
Price Capital Management, Inc.$606.8K02026-06-30
Alchemi Wealth, LLC$584.8K62026-06-30
Weaver Consulting Group, LLC$584.6K42026-06-30
Langley Wealth Management, LLC$517.3K42026-06-30
Altium Investment Strategies LLC$502K02026-06-30
Perigon Wealth Management, LLC$481.5K922026-06-30
Schwallier Wealth Management LLC$476.9K42026-06-30
Integrity Alliance, Llc.$445.1K3532026-06-30
Rockefeller Capital Management LP$406.7K3462026-06-30
Highpoint Advisor Group LLC$385.8K1142026-06-30
Oxenfree Capital LLC$383.6K82026-06-30
Ameriflex Group, Inc.$346.3K2122026-06-30
Bnb Wealth Management, LLC$336.2K52026-06-30
North Forty Two & Co.$331.1K12026-06-30
Sequent Planning LLC$324.4K1002026-06-30
Ifg Advisory, LLC$317.1K1102026-06-30
City Center Advisors, LLC$316.9K72026-06-30
Compass Financial Management LLC$300.6K462026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$286.6K02026-06-30
Wealth Enhancement Advisory Services, LLC$254.4K1,0262026-06-30
Purus Wealth Management, LLC$247.2K62026-06-30
Nations Financial Group Inc, /ia/ /adv$240.1K02026-06-30
Burke & Herbert Bank & Trust Co$239.6K02026-06-30
Great Waters Wealth Management$232.8K262026-06-30
Brookwood Investment Group LLC$222.7K692026-06-30
Secure Asset Management, LLC$221.6K552026-06-30
Kovack Advisors, Inc.$217.6K2582026-06-30
Stephens Inc /ar$209.8K2432026-06-30
Geneos Wealth Management, Inc.$208.4K1932026-06-30
Signature Equity Partners, LLC$182.4K342026-06-30
Ameritas Advisory Services, LLC$148.8K5502026-06-30
Sunbelt Securities, Inc.$130.3K632026-03-31
Advisornet Wealth Partners$114.9K582026-06-30
Integrated Wealth Concepts LLC$111.9K4802026-06-30
Blueline Advisors LLC$50.6K42026-06-30
Ifp Advisors, Inc$48.5K3182026-06-30
Private Trust Co NA$32.1K02026-06-30
Cwm, LLC$19.3K6672026-03-31
Caldwell Sutter Capital, Inc.$18.2K82026-06-30
Cambridge Investment Research Advisors, Inc.$10.1K3,9402026-03-31
Morgan Stanley$9.2K23,1852026-06-30
Centaurus Financial, Inc.$1.5K4312026-06-30
Janney Montgomery Scott LLC$5111,3422026-06-30
Fmr LLC$18702026-06-30
Wells Fargo & Company/mn$4902026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30