PACER PACIFIC ASSET FLOATING (FLRT) Institutional Ownership Changes & 13F Activity
PACER PACIFIC ASSET FLOATING (FLRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Royal Bank Of Canada, Osaic Holdings, Inc., Camarda Financial Advisors, Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +26,515 | +12.8% | 233,417 | $10.88M | Q2 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -14,116 | -32.2% | 29,725 | $1.39M | Q2 2026 | Aug 18, 2026 |
| Camarda Financial Advisors, Llc | Buy | +36,682 | +223.7% | 53,082 | $2.48M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -6,040 | -24.5% | 18,607 | $867.63K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -1,174 | -3.4% | 33,074 | $1.54M | Q2 2026 | Aug 17, 2026 |
| Royal Bank Of Canada | Buy | +42,315 | +3619.8% | 43,484 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +39,395 | +14.5% | 310,576 | $14.48M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +34,119 | +13.9% | 279,083 | $13.01M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +28,356 | +19.8% | 171,791 | $8.00M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +27,623 | +18.1% | 180,380 | $8.41M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +24,391 | +4.1% | 616,236 | $28.74M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +6,801 | — | 6,801 | $317.13K | Q2 2026 | Aug 14, 2026 |
| Schwallier Wealth Management Llc | Sell | -3,859 | -27.4% | 10,228 | $476.91K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +3,190 | — | 3,190 | $148.75K | Q2 2026 | Aug 14, 2026 |
| Fwg Holdings, Llc | Buy | +3,172 | +13.0% | 27,494 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,837 | -100.0% | 1 | $49.00 | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -867 | -2.1% | 40,700 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +526 | +8.2% | 6,957 | $324.41K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Buy | +24,504 | — | 24,504 | $1.14M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +5,190 | +9.3% | 61,140 | $2.85M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,125 | +14.8% | 8,721 | $406.69K | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Sell | -981 | -2.9% | 32,386 | $1.51M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +197 | — | 197 | $9.20K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +2 | +100.0% | 4 | $187.00 | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +174,418 | — | 174,418 | $8.13M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +3,196 | +12.1% | 29,504 | $1.38M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,236 | +0.4% | 339,797 | $15.84M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +619 | +0.8% | 75,203 | $3.51M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +500 | +2.0% | 24,952 | $1.16M | Q2 2026 | Aug 12, 2026 |
| Bnb Wealth Management, Llc | Sell | -400 | -5.3% | 7,209 | $336.16K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about FLRT activity
Which institutional owners are buying FLRT?
Institutional owners buying FLRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FLRT activity?
"Buy" means an investor increased their reported position in FLRT compared to the prior reporting period. This reflects growing exposure to PACER PACIFIC ASSET FLOATING (FLRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FLRT increasing?
Institutional interest in FLRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.