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Pacer Industrial Real Estate (INDS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisory Resource Group
INCREASED
Shares89,724 from 89,292
Change+432 (+0%)
Value$3.4M (-$237.7K)
Filed 2026-10-26
LPL Financial LLC
DECREASED
Shares77,737 from 92,261
Change-14,524 (-16%)
Value$2.9M (-$805.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares65,399 from 30,475
Change+34,924 (+115%)
Value$2.4K (-$1.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares54,673 from 62,776
Change-8,103 (-13%)
Value$2.0M (-$481.2K)
Filed 2026-11-02
Cornerstone Management, Inc.
DECREASED
Shares27,503 from 27,705
Change-202 (-1%)
Value$1.0M (-$86.3K)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
INCREASED
Shares24,666 from 23,221
Change+1,445 (+6%)
Value$921.7K (-$12.0K)
Filed 2026-10-16
Haven Private, LLC
DECREASED
Shares19,573 from 35,703
Change-16,130 (-45%)
Value$731.4K (-$704.2K)
Filed 2026-10-27
Sound Financial Strategies Group, LLC
DECREASED
Shares13,038 from 13,725
Change-687 (-5%)
Value$487.2K (-$64.7K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
DECREASED
Shares12,681 from 12,988
Change-307 (-2%)
Value$473.9K (-$48.4K)
Filed 2026-10-29
Sterling Group Wealth Management, LLC
UNCHANGED
Shares10,586 from 10,586
Change0 (0%)
Value$395.6K (-$30.1K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares10,115 from 10,445
Change-330 (-3%)
Value$378 (-$419.6K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED
Shares8,449 from 8,156
Change+293 (+4%)
Value$315.7K (-$12.2K)
Filed 2026-10-23
Main Line Retirement Advisors, LLC
INCREASED
Shares7,796 from 7,642
Change+154 (+2%)
Value$291.3K (-$16.0K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares7,558 from 7,181
Change+377 (+5%)
Value$282.4K (-$6.3K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares7,517 from 8,339
Change-822 (-10%)
Value$280.9K (-$54.4K)
Filed 2026-11-05
Kestra Advisory Services, LLC
NEW
Shares5,715
Change+5,715
Value$213.6K
Filed 2026-11-02
CX Institutional
NEW
Shares3,417
Change+3,417
Value$128
Filed 2026-10-02
Allworth Financial LP
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$121.2K ($0)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares2,604
Change+2,604
Value$97.3K
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$60.9K (-$4.6K)
Filed 2026-11-05
Tompkins Financial Corp
NEW
Shares1,470
Change+1,470
Value$54.9K
Filed 2026-10-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$50.9K (-$3.9K)
Filed 2026-10-08
Ascentis Wealth Management, LLC
INCREASED
Shares640 from 159
Change+481 (+303%)
Value$23.9K (+$17.5K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares375 from 370
Change+5 (+1%)
Value$14.0K (-$882)
Filed 2026-11-02
Ashton Thomas Securities, LLC
NEW
Shares300
Change+300
Value$11.2K
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares265 from 295
Change-30 (-10%)
Value$9.9K (-$2.0K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares173 from 167
Change+6 (+4%)
Value$6.5K (-$251)
Filed 2026-10-21
IFS Advisors, LLC
NEW
Shares133
Change+133
Value$5.0K
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.0K (-$153)
Filed 2026-10-02
Private Trust Co NA
DECREASED
Shares45 from 46
Change-1 (-2%)
Value$1.7K (-$168)
Filed 2026-10-20
Signature Equity Partners, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$72)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$710 (-$54)
Filed 2026-10-16
Russell Investments Group, Ltd.
NEW
Shares12
Change+12
Value$448
Filed 2026-11-06
1620 Investment Advisors, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$411 (-$31)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$262 (-$19)
Filed 2026-10-08
Invenio Wealth Partners LLC
CLOSED
Shares0 from 37,209
Change-37,209 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-20
Creative Financial Designs Inc
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$622)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 176,822
Change-176,822 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 162,628
Change-162,628 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 157,326
Change-157,326 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 137,056
Change-137,056 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 122,534
Change-122,534 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 83,096
Change-83,096 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 71,506
Change-71,506 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 46,174
Change-46,174 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 45,415
Change-45,415 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 38,288
Change-38,288 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 35,389
Change-35,389 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,781
Change-34,781 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 28,651
Change-28,651 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,502
Change-23,502 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,137
Change-20,137 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 16,874
Change-16,874 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,885
Change-10,885 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,204
Change-10,204 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,271
Change-3,271 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 972
Change-972 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
FMR LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 272
Change-272 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 220
Change-220 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Status
Advisory Resource Group
INCREASED89,72489,292+432+0%$3.6M$3.4M-$237.7K2026-10-26
LPL Financial LLC
DECREASED77,73792,261-14,524-16%$3.7M$2.9M-$805.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED65,39930,475+34,924+115%$1.2M$2.4K-$1.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED54,67362,776-8,103-13%$2.5M$2.0M-$481.2K2026-11-02
Cornerstone Management, Inc.
DECREASED27,50327,705-202-1%$1.1M$1.0M-$86.3K2026-10-16
Burns Matteson Capital Management, LLC
INCREASED24,66623,221+1,445+6%$933.7K$921.7K-$12.0K2026-10-16
Haven Private, LLC
DECREASED19,57335,703-16,130-45%$1.4M$731.4K-$704.2K2026-10-27
Sound Financial Strategies Group, LLC
DECREASED13,03813,725-687-5%$551.9K$487.2K-$64.7K2026-10-30
Next Level Wealth Planning, LLC
DECREASED12,68112,988-307-2%$522.2K$473.9K-$48.4K2026-10-29
Sterling Group Wealth Management, LLC
UNCHANGED10,58610,58600%$425.7K$395.6K-$30.1K2026-11-03
Park Avenue Securities LLC
DECREASED10,11510,445-330-3%$420.0K$378-$419.6K2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED8,4498,156+293+4%$328.0K$315.7K-$12.2K2026-10-23
Main Line Retirement Advisors, LLC
INCREASED7,7967,642+154+2%$307.3K$291.3K-$16.0K2026-10-14
Independent Financial Group, LLC
INCREASED7,5587,181+377+5%$288.7K$282.4K-$6.3K2026-10-13
Compound Planning, Inc.
DECREASED7,5178,339-822-10%$335.3K$280.9K-$54.4K2026-11-05
Kestra Advisory Services, LLC
NEW5,715—+5,715——$213.6K—2026-11-02
CX Institutional
NEW3,417—+3,417——$128—2026-10-02
Allworth Financial LP
UNCHANGED3,0143,01400%$121.2K$121.2K$02026-11-06
Ascentis Independent Advisors
NEW2,604—+2,604——$97.3K—2026-11-03
Fifth Third Bancorp
UNCHANGED1,6311,63100%$65.6K$60.9K-$4.6K2026-11-05
Tompkins Financial Corp
NEW1,470—+1,470——$54.9K—2026-10-05
Farther Finance Advisors, LLC
UNCHANGED1,3621,36200%$54.8K$50.9K-$3.9K2026-10-08
Ascentis Wealth Management, LLC
INCREASED640159+481+303%$6.4K$23.9K+$17.5K2026-11-03
Golden State Wealth Management, LLC
INCREASED375370+5+1%$14.9K$14.0K-$8822026-11-02
Ashton Thomas Securities, LLC
NEW300—+300——$11.2K—2026-10-26
Mather Group, Llc.
DECREASED265295-30-10%$11.9K$9.9K-$2.0K2026-10-14
Assetmark, Inc
INCREASED173167+6+4%$6.7K$6.5K-$2512026-10-21
IFS Advisors, LLC
NEW133—+133——$5.0K—2026-10-14
Planning Strategies Inc.
UNCHANGED545400%$2.2K$2.0K-$1532026-10-02
Private Trust Co NA
DECREASED4546-1-2%$1.9K$1.7K-$1682026-10-20
Signature Equity Partners, LLC
UNCHANGED303000%$1.2K$1.1K-$722026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED191900%$764$710-$542026-10-16
Russell Investments Group, Ltd.
NEW12—+12——$448—2026-11-06
1620 Investment Advisors, Inc.
UNCHANGED111100%$442$411-$312026-11-04
CoreCap Advisors, LLC
UNCHANGED7700%$281$262-$192026-10-08
Invenio Wealth Partners LLC
CLOSED037,209-37,209-100%$1.5M$0-$1.5M2026-10-20
Creative Financial Designs Inc
CLOSED087-87-100%$3.5K$0-$3.5K2026-11-04
International Assets Investment Management, LLC
CLOSED080-80-100%$3.2K$0-$3.2K2026-11-02
Cornerstone Planning Group LLC
CLOSED015-15-100%$622$0-$6222026-10-16
Morgan Stanley
N/A—176,822-176,822-100%$7.1M———
Bank of America Corp
N/A—162,628-162,628-100%$6.5M———
Raymond James Financial Inc
N/A—157,326-157,326-100%$6.3M———
Clark Capital Management Group, Inc.
N/A—137,056-137,056-100%$5.5M———
Northwestern Mutual Wealth Management Co
N/A—122,534-122,534-100%$4.9M———
Castle Wealth Management LLC
N/A—83,096-83,096-100%$3.3M———
Envestnet Asset Management Inc
N/A—71,506-71,506-100%$2.9M———
Flow Traders U.S. LLC
N/A—46,174-46,174-100%$1.9M———
Summit Financial, LLC
N/A—45,415-45,415-100%$1.8M———
Royal Bank of Canada
N/A—38,288-38,288-100%$1.5M———
Scotia Capital Inc.
N/A—35,389-35,389-100%$1.4M———
Cetera Investment Advisers
N/A—34,781-34,781-100%$1.4M———
Bard Associates Inc
N/A—28,651-28,651-100%$1.2M———
Osaic Holdings, Inc.
N/A—23,502-23,502-100%$945.7K———
Susquehanna International Group, LLP
N/A—20,137-20,137-100%$809.7K———
Stelac Advisory Services LLC
N/A—16,874-16,874-100%$678.5K———
GTS Securities LLC
N/A—14,575-14,575-100%$586.0K———
Private Advisor Group, LLC
N/A—10,885-10,885-100%$437.7K———
Principal Securities, Inc.
N/A—10,204-10,204-100%$410.3K———
Jane Street Group, LLC
N/A—8,574-8,574-100%$344.8K———
UBS Group AG
N/A—7,127-7,127-100%$286.6K———
Partners Capital Investment Group, LLP
N/A—6,365-6,365-100%$255.9K———
Rothschild Wealth LLC
N/A—6,075-6,075-100%$244.3K———
Wells Fargo & Company
N/A—3,271-3,271-100%$131.5K———
Harbour Investments, Inc.
N/A—2,996-2,996-100%$120.5K———
Aptus Capital Advisors, LLC
N/A—2,579-2,579-100%$103.7K———
Rockefeller Capital Management L.P.
N/A—972-972-100%$39.1K———
Global Retirement Partners, LLC
N/A—652-652-100%$26.2K———
FMR LLC
N/A—513-513-100%$20.6K———
O'shaughnessy Asset Management, LLC
N/A—379-379-100%$15.2K———
Steward Partners Investment Advisory, LLC
N/A—367-367-100%$14.8K———
Copia Wealth Management
N/A—272-272-100%$10.9K———
Fiduciary Financial Advisors
N/A—220-220-100%$8.8K———
Hantz Financial Services, Inc.
N/A—130-130-100%$5———
Keating Financial Advisory Services, Inc.
N/A—111-111-100%$4.4K———
Geneos Wealth Management Inc.
N/A—105-105-100%$4.2K———
BFC Planning, Inc.
N/A—100-100-100%$4.0K———
Caitlin John, LLC
N/A—95-95-100%$3.8K———
WealthShield Partners, LLC
N/A—67-67-100%$2.7K———
Showing 78 of 78 institutions