BUL Institutional Ownership & Shareholders
PACER US CASH COWS GROWTH (BUL) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $83.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pacer Advisors, Inc. is currently the largest disclosed institutional shareholder of BUL tracked by InsiderSet, reporting ownership valued at approximately $19.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.75M, representing an estimated gain of +2.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed BUL value among the investors covered in this analysis. Major shareholders include Pacer Advisors, Inc., Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PACER US CASH COWS GROWTH (BUL).
This page ranks the largest institutional BUL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
47
Total Reported Value
$83.36M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$19.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 0.05% | 325,768 | $19,207,000 | $19,750,043 | +$543,043 | +2.83% | |
| Lpl Financial Llc | 0.00% | 262,743 | $15,491,326 | $15,929,083 | +$437,757 | +2.83% | |
| Raymond James Financial Inc | 0.00% | 92,229 | $5,437,822 | $5,591,485 | +$153,663 | +2.83% | |
| Envestnet Asset Management Inc | 0.00% | 88,972 | $5,245,811 | $5,394,025 | +$148,214 | +2.83% | |
| Oxbow Advisors, Llc | 0.34% | 70,670 | $4,166,710 | $4,284,446 | +$117,736 | +2.83% | |
| Goldman Sachs Group Inc | 0.00% | 68,331 | $4,028,796 | $4,142,642 | +$113,846 | +2.83% | |
| Mml Investors Services, Llc | 0.01% | 68,075 | $4,013,710 | $4,127,122 | +$113,412 | +2.83% | |
| Osaic Holdings, Inc. | 0.00% | 56,472 | $3,329,799 | $3,423,677 | +$93,878 | +2.82% | |
| Bnb Wealth Management, Llc | 1.28% | 38,126 | $2,324,996 | $2,311,431 | -$13,565 | -0.58% | |
| Wbi Investments, Llc | 0.57% | 39,052 | $2,302,484 | $2,367,570 | +$65,086 | +2.83% | |
| Harbour Investments, Inc. | 0.03% | 35,230 | $2,077,173 | $2,135,858 | +$58,685 | +2.83% | |
| Northbridge Financial Group, Llc | 0.74% | 32,739 | $1,930,288 | $1,984,838 | +$54,550 | +2.83% | |
| Modern Wealth Management, Llc | 0.02% | 30,766 | $1,813,986 | $1,865,223 | +$51,237 | +2.82% | |
| Kestra Advisory Services, Llc | 0.00% | 28,687 | $1,749,404 | $1,739,181 | -$10,223 | -0.58% | |
| Bleakley Financial Group, Llc | 0.02% | 23,454 | $1,382,848 | $1,421,925 | +$39,077 | +2.83% | |
| Cetera Investment Advisers | 0.00% | 22,059 | $1,300,591 | $1,337,351 | +$36,760 | +2.83% | |
| Maridea Wealth Management Llc | 0.11% | 16,853 | $993,653 | $1,021,732 | +$28,079 | +2.83% | |
| Davenport & Co Llc | 0.00% | 14,540 | $886,677 | $881,503 | -$5,174 | -0.58% | |
| Iht Wealth Management, Llc | 0.02% | 14,731 | $868,515 | $893,083 | +$24,568 | +2.83% | |
| Gladstone Institutional Advisory Llc | 0.02% | 9,890 | $583,096 | $599,592 | +$16,496 | +2.83% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 8,806 | $537,007 | $533,873 | -$3,134 | -0.58% | |
| Thoroughbred Financial Services, Llc | 0.03% | 8,855 | $522,000 | $536,844 | +$14,844 | +2.84% | |
| Ifp Advisors, Inc | 0.01% | 6,528 | $398,090 | $395,767 | -$2,323 | -0.58% | |
| Savvy Advisors, Inc. | 0.01% | 6,749 | $397,895 | $409,166 | +$11,271 | +2.83% | |
| Capital Analysts, Llc | 0.01% | 6,497 | $383,000 | $393,888 | +$10,888 | +2.84% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,270 | $369,677 | $380,126 | +$10,449 | +2.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,332 | $325,122 | $323,258 | -$1,864 | -0.57% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,017 | $295,802 | $304,161 | +$8,359 | +2.83% | |
| Pfg Advisors | 0.01% | 4,086 | $249,172 | $247,718 | -$1,454 | -0.58% | |
| Independent Financial Group, Llc | 0.00% | 3,891 | $237,295 | $235,896 | -$1,399 | -0.59% | |
| Highpoint Advisor Group Llc | 0.01% | 3,857 | $227,385 | $233,835 | +$6,450 | +2.84% | |
| Blackrock, Inc. | 0.00% | 983 | $57,958 | $59,595 | +$1,637 | +2.83% | |
| Fifth Third Bancorp | 0.00% | 700 | $41,272 | $42,438 | +$1,166 | +2.83% | |
| Fmr Llc | 0.00% | 576 | $33,971 | $34,921 | +$950 | +2.80% | |
| Ameritas Advisory Services, Llc | 0.00% | 517 | $30,475 | $31,344 | +$869 | +2.85% | |
| Royal Bank Of Canada | 0.00% | 484 | $29,000 | $29,343 | +$343 | +1.18% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 445 | $26,237 | $26,979 | +$742 | +2.83% | |
| Latitude Advisors, Llc | 0.01% | 400 | $24,393 | $24,250 | -$143 | -0.58% | |
| Russell Investments Group, Ltd. | 0.00% | 217 | $12,794 | $13,156 | +$362 | +2.83% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 153 | $9,330 | $9,276 | -$54 | -0.58% | |
| Assetmark, Inc | 0.00% | 136 | $8,294 | $8,245 | -$49 | -0.59% | |
| Geneos Wealth Management Inc. | 0.00% | 100 | $5,896 | $6,063 | +$167 | +2.83% | |
| Ubs Group Ag | 0.00% | 86 | $5,071 | $5,214 | +$143 | +2.82% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 33,775 | $2,060 | $2,047,647 | +$2,045,587 | +99300.32% | |
| Farther Finance Advisors, Llc | 0.00% | 4 | $244 | $243 | -$1 | -0.61% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $32 | $61 | +$29 | +89.46% | |
| Dogwood Wealth Management Llc | 0.00% | 0 | $19 | — | — | — |
Frequently asked questions about BUL
Who are the largest institutional holders of BUL?
The largest institutional holders of BUL reported in the latest SEC Form 13F filings include Pacer Advisors, Inc., Lpl Financial Llc, Raymond James Financial Inc, Envestnet Asset Management Inc, and Oxbow Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BUL position.
What is BUL institutional ownership?
This page tracks BUL positions reported by institutional investment managers through SEC Form 13F. PACER US CASH COWS GROWTH (BUL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUL?
InsiderSet currently tracks 47 institutional managers reporting BUL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BUL shareholders.
How much BUL stock do institutions own?
Institutional investment managers disclosed approximately $83.36M in BUL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUL institutional ownership last updated?
The latest BUL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BUL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BUL position after the reporting date.
Are institutions buying or selling BUL?
Institutional buying and selling can be analyzed by comparing BUL positions across consecutive 13F reporting periods. InsiderSet's BUL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUL ownership changes.
How has BUL institutional ownership changed over time?
InsiderSet tracks BUL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.